Form 990 for tax year 2024
Filed by WISCONSIN HOSPITAL ASSOCIATION INC.
Totals
- Total revenue
- $10,403,976
- Total expenses
- $9,676,157
- Contributions and grants received
- $174,235
- Grants paid
- $100,000
- Program service revenue
- $9,067,414
- Investment income
- $644,247
- Other revenue
- $518,080
- Total assets, end of year
- $25,617,422
- Total liabilities, end of year
- $4,612,558
- Net assets or fund balances, end of year
- $21,004,864
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$161,860
-
1f · All other contributions, gifts and grants
$12,375
-
2a · Program service revenue: MEMBERSHIP DUES
total $5,433,753 · related or exempt $5,433,753
-
2b · Program service revenue: DATA REVENUE
total $2,170,101 · related or exempt $2,170,101
-
2c · Program service revenue: QUALITY INITIATIVE REVENUE
total $993,875 · related or exempt $993,875
-
2d · Program service revenue: EDUCATIONAL PROGRAMS
total $271,794 · related or exempt $271,794
-
2e · Program service revenue: CONTRACTED SERVICES
total $164,506 · related or exempt $164,506
-
2f · All other program service revenue
total $33,385 · related or exempt $33,385
-
3 · Investment income
total $582,689 · excluded $582,689
-
5 · Royalties
total $250,000 · excluded $250,000
-
6a · Gross rents
real property $453,206
-
6b · Less rental expenses
real property $193,687
-
6c · Rental income or loss
real property $259,519
-
6d · Net rental income or loss
total $259,519 · unrelated business $106,548 · excluded $152,971
-
7a · Gross sales of assets other than inventory
securities $1,762,119
-
7b · Less cost or other basis and sales expenses
securities $1,700,561
-
7c · Gain or loss
securities $61,558
-
7d · Net gain or loss
total $61,558 · excluded $61,558
-
11d · All other revenue
total $8,561 · excluded $8,561
-
11e · Other revenue, total
$8,561
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,000
-
5 · Compensation of officers, directors and key employees
total $2,177,994
-
7 · Other salaries and wages
total $2,406,024
-
8 · Pension plan contributions
total $497,450
-
9 · Other employee benefits
total $541,343
-
10 · Payroll taxes
total $269,897
-
11b · Fees: legal
total $231,670
-
11c · Fees: accounting
total $42,000
-
11d · Fees: lobbying
total $67,657
-
11f · Fees: investment management
total $83,189
-
11g · Fees: other
total $373,683
-
12 · Advertising and promotion
total $10,464
-
13 · Office expenses
total $204,577
-
14 · Information technology
total $270,351
-
16 · Occupancy
total $227,923
-
17 · Travel
total $102,064
-
19 · Conferences, conventions and meetings
total $472,606
-
20 · Interest
total $52,919
-
22 · Depreciation, depletion and amortization
total $236,560
-
23 · Insurance
total $98,992
-
24a · Other expenses: SPECIAL PROJECTS
total $1,165,055
-
24b · Other expenses: DUES AND LICENSES
total $43,739
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $137,150 · end of year $132,714
-
2 · Savings and temporary cash investments
beginning of year $2,416,663 · end of year $3,267,681
-
4 · Accounts receivable
beginning of year $750,710 · end of year $880,589
-
9 · Prepaid expenses and deferred charges
beginning of year $213,952 · end of year $189,858
-
10a · Land, buildings and equipment: cost or other basis
$7,640,160
-
10b · Land, buildings and equipment: accumulated depreciation
$2,721,085
-
10c · Land, buildings and equipment, net
beginning of year $4,781,946 · end of year $4,919,075
-
11 · Investments: publicly traded securities
beginning of year $13,745,521 · end of year $15,034,971
-
12 · Investments: other securities
beginning of year $111,474 · end of year $119,058
-
15 · Other assets
beginning of year $768,411 · end of year $1,073,476
-
17 · Accounts payable and accrued expenses
beginning of year $599,119 · end of year $508,348
-
19 · Deferred revenue
beginning of year $264,816 · end of year $1,155,587
-
23 · Secured mortgages and notes payable
beginning of year $1,958,939 · end of year $1,875,147
-
25 · Other liabilities
beginning of year $768,411 · end of year $1,073,476
-
27 · Net assets without donor restrictions
beginning of year $19,334,542 · end of year $21,004,864
Mission and programs · 2024
Mission
THE WISCONSIN HOSPITAL ASSOCIATION, INC.'S (WHA) MISSION IS ADVOCATING FOR THE ABILITY OF ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WISCONSIN COMMUNITIES.THE ASSOCIATION FULFILLS THIS MISSION THROUGH THE FOLLOWING VALUES: ADVOCACY AND REPRESENTATION IS WHA'S HIGHEST PRIORITY; ADVOCATING FOR THE IDENTIFICATION AND IMPLEMENTATION OF INITIATIVES THAT CONTRIBUTE TO IMPROVED COMMUNITY HEALTH; SERVING AS A FORUM TO DISCUSS DIVERSE POINTS OF VIEW AND SEEK CONSENSUS ON HOW BEST TO MEET SOCIETAL AND MEMBER NEEDS; PROVIDING EDUCATION AND TRAINING ON ISSUES RELATING TO REGULATORY COMPLIANCE, MANAGEMENT, CLINICAL IMPROVEMENT, AND OTHER MATTERS THAT ENABLE MEMBERS TO ACHIEVE THEIR MISSIONS; TAKING A LEADERSHIP ROLE IN FOSTERING A CLIMATE OF COLLABORATION, RESPECT, AND INTERDEPENDENCY BETWEEN THE VARIOUS PROVIDERS OF HEALTH CARE; OFFERING VALUE ADDED SERVICES THAT MEET MEMBERSHIP NEEDS THROUGH THE ASSOCIATION AND ITS SUBSIDIARIES.
Activities or mission (Part I)
ADVOCATING FOR ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WI COMMUNITIES.
-
QUALITY INITIATIVE -WHA MAINTAINS A WEBSITE THAT PUBLICLY REPORTS MEASURES OF HOSPITAL QUALITY AND SAFETY. THE SITE REPORTS OVER 60 MEASURES FOR 128 HOSPITALS. RESULTS ARE UPDATED QUARTERLY, AND NEW MEASURES ARE ADDED ON AN ONGOING BASIS. WHA ALSO COORDINATES STATE-WIDE QUALITY IMPROVEMENT PROJECTS WITH MEMBER HOSPITALS. STAFF DELIVER IMPROVEMENT TRAINING CONTENT, PROVIDE ONE-ON-ONE COACHING AND COLLECT DATA FROM HOSPITALS TO TRACK PROGRESS.
-
PUBLIC POLICY -WHA ADVOCATES AT THE STATE AND NATIONAL LEVEL ON POLICY ISSUES THAT AFFECT HOSPITALS ABILITIES TO CONTINUE TO MEET THEIR MISSION OF PROVIDING AFFORDABLE, ACCESSIBLE AND HIGH-QUALITY CARE IN THE COMMUNITIES THEY SERVE.
-
COMMUNICATIONS AND EDUCATION -WHA PRODUCES A WEEKLY NEWSLETTER THAT IS DISTRIBUTED TO MORE THAN 2,000 PEOPLE, INCLUDING MEMBER HOSPITALS, STATE LEGISLATORS, MEMBERS OF THE CONGRESSIONAL DELEGATION, AND HEALTH CARE PROFESSIONALS. IN ADDITION, WHA STAFF COMMUNICATE DIRECTLY WITH MEMBER HOSPITALS THROUGH DIRECT VISITS AND ELECTRONIC COMMUNICATIONS. WHA WORKS DIRECTLY WITH THE MEDIA AND PROVIDES ACCESS TO EXPERTS IN THE AREA OF HEALTH CARE POLICY, REIMBURSEMENT, QUALITY AND SAFETY, WORKFORCE AND DATA.WHA HOLDS MORE THAN 50 EDUCATION EVENTS EACH YEAR FOCUSED ON ISSUES THAT ARE OF VITAL IMPORTANCE TO HOSPITALS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Eric BorgerdingERIC BORGERDING
PRESIDENT & DIRECTOR
- Total calculated
- $1,351,909
- From this org
- $1,304,050
- From related orgs
- $0
- Other
- $47,859
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $1,040,928
- Bonus
- $242,264
- Other
- $20,858
- Deferred
- $8,517
- Nontaxable benefits
- $39,342
- Filer's total
- $1,351,909
-
John RussellJOHN RUSSELL
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Robert James Van MeeterenROBERT JAMES VAN MEETEREN
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sue AndersonSUE ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amran AndrabiAMRAN ANDRABI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luke BeirlLUKE BEIRL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BahrJEFF BAHR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BardJEFF BARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel DegrootDANIEL DEGROOT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael DolanMICHAEL DOLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bradley GrosethBRADLEY GROSETH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David HartbergDAVID HARTBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew HeywoodMATTHEW HEYWOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristin McManmonKRISTIN MCMANMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debra RudquistDEBRA RUDQUIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike SchaferMIKE SCHAFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa SchnedlerLISA SCHNEDLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim SizeTIM SIZE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian StephensBRIAN STEPHENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa TheilerTERESA THEILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott TurnerSCOTT TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris WoleskeCHRIS WOLESKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian PotterBRIAN POTTER
SENIOR VP, FINANCE/COO
- Total calculated
- $172,614
- From this org
- $165,579
- From related orgs
- $0
- Other
- $7,035
- Hours/week
- 40 + 1.5 related
Schedule J breakdown matched by us
- Base
- $132,517
- Bonus
- $32,182
- Other
- $880
- Deferred
- $5,835
- Nontaxable benefits
- $1,200
- Filer's total
- $172,614
-
Molly WiegelMOLLY WIEGEL
SENIOR VP, FINANCE/COO
- Total calculated
- $0
- Hours/week
- 40 + 1.5 related
-
Kyle O'BrienKYLE O'BRIEN
SENIOR VP, GOVERNMENT RELATIONS
- Total calculated
- $351,596
- From this org
- $311,183
- From related orgs
- $0
- Other
- $40,413
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $272,710
- Bonus
- $38,257
- Other
- $216
- Deferred
- $19,604
- Nontaxable benefits
- $20,809
- Filer's total
- $351,596
-
Matthew StanfordMATTHEW STANFORD
GENERAL COUNSEL
- Total calculated
- $301,876
- From this org
- $260,300
- From related orgs
- $0
- Other
- $41,576
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,800
- Bonus
- $34,140
- Other
- $360
- Deferred
- $17,408
- Nontaxable benefits
- $24,168
- Filer's total
- $301,876
-
Joanne AligJOANNE ALIG
SR VP PUBLIC POLICY
- Total calculated
- $299,590
- From this org
- $278,163
- From related orgs
- $0
- Other
- $21,427
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,879
- Bonus
- $44,252
- Other
- $1,032
- Deferred
- $18,534
- Nontaxable benefits
- $2,893
- Filer's total
- $299,590
-
Ann ZenkANN ZENK
VP WORKFORCE & CLINICAL
- Total calculated
- $231,317
- From this org
- $200,189
- From related orgs
- $0
- Other
- $31,128
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,105
- Bonus
- $1,500
- Other
- $1,584
- Deferred
- $15,780
- Nontaxable benefits
- $15,348
- Filer's total
- $231,317
-
Karoline HoferKAROLINE HOFER
VP ADVOCACY
- Total calculated
- $213,908
- From this org
- $175,087
- From related orgs
- $0
- Other
- $38,821
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,371
- Bonus
- $2,500
- Other
- $216
- Deferred
- $14,160
- Nontaxable benefits
- $24,661
- Filer's total
- $213,908
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ORGANIZATION PAYS SOCIAL CLUB DUES FOR BOTH KYLE O'BRIEN AND ERIC BORGERDING IN THE AMOUNTS OF $3,812 EACH AND ARE A TAXABLE BENEFIT.
- PART I, LINE 4B
- THE ORGANIZATION HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2024 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $238,350 TO THE PLAN FOR ERIC BORGERDING, $10,000 FOR BRIAN POTTER, $30,000 FOR KYLE O'BRIAN, AND $15,000 FOR MATTHEW STANFORD.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$100,000
SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · TO SUPPORT WISCONSIN HOSPITAL ASSOCIATION, INC. · WI · controlled entity
Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC
-
WISCONSIN HOSPITALS CONDUIT
527 · POLITICAL ADVOCACY · WI · controlled entity
Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC
-
HEALTHY WISCONSIN ALLIANCE INC
501(C)(4) · HOSPITAL AND HEALTH CARE ADVOCACY · WI · controlled entity
Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
WHA INFORMATION CENTER LLC
COLLECT, PROCESS, AND DISSEMINATE DATA · WI · income $2,617,991 · assets $4,896,775
Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
WHA FINANCIAL SOLUTIONS INC
C · TECHNICAL HOSPITAL CONSULTING · WI · 100% owned · share of income $14,840 · share of assets $315,071 · controlled entity
Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 June 2025
- IRS schema version
- 2024v5.1
- Source object
- 202521819349300342
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