Form 990 for tax year 2023
Filed by FOUNDATIONS HEALTH AND WHOLENESS INC.
Totals
- Total revenue
- $6,770,827
- Total expenses
- $7,370,051
- Contributions and grants received
- $1,140,139
- Grants paid
- $252,183
- Program service revenue
- $5,599,733
- Investment income
- $44,148
- Other revenue
- -$13,193
- Total assets, end of year
- $8,032,110
- Total liabilities, end of year
- $1,077,956
- Net assets or fund balances, end of year
- $6,954,154
- Program services expenses (Part IX)
- $5,162,197
- Management and general expenses
- $1,851,112
- Fundraising expenses
- $356,742
- Program service expenses (Part III)
- $5,162,197
Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1a · Federated campaigns
$31,400
-
1c · Fundraising events
$120,769
-
1e · Government grants (contributions)
$233,830
-
1f · All other contributions, gifts and grants
$754,140
-
1g · Noncash contributions included above
$4,050
-
2a · Program service revenue: FOSTER CARE FEES
total $4,544,298 · related or exempt $4,544,298
-
2b · Program service revenue: COUNSELING FEES
total $1,001,867 · related or exempt $1,001,867
-
2c · Program service revenue: PARTNER PAYMENTS
total $53,568 · related or exempt $53,568
-
3 · Investment income
total $68,581 · excluded $68,581
-
7b · Less cost or other basis and sales expenses
securities $24,433
-
7c · Gain or loss
securities -$24,433
-
7d · Net gain or loss
total -$24,433 · excluded -$24,433
-
8a · Fundraising events: gross income
$14,033
-
8a · Fundraising events: contributions included on line 1c
$120,769
-
8b · Fundraising events: direct expenses
$34,942
-
8c · Net income from fundraising events
total -$20,909 · excluded -$20,909
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $7,716 · related or exempt $7,716
-
11e · Other revenue, total
$7,716
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $252,183 · program services $252,183
-
5 · Compensation of officers, directors and key employees
total $386,762 · program services $20,287 · management and general $348,391 · fundraising $18,084
-
7 · Other salaries and wages
total $3,770,760 · program services $2,770,006 · management and general $772,726 · fundraising $228,028
-
8 · Pension plan contributions
total $211,563 · program services $139,800 · management and general $59,432 · fundraising $12,331
-
9 · Other employee benefits
total $465,464 · program services $307,577 · management and general $130,756 · fundraising $27,131
-
10 · Payroll taxes
total $312,291 · program services $209,592 · management and general $84,212 · fundraising $18,487
-
11c · Fees: accounting
total $40,227 · management and general $40,227
-
11f · Fees: investment management
total $12,841 · management and general $12,841
-
11g · Fees: other
total $89,884 · program services $65,248 · management and general $24,636
-
12 · Advertising and promotion
total $5,078 · program services $2,539 · management and general $2,539
-
13 · Office expenses
total $268,458 · program services $167,969 · management and general $87,599 · fundraising $12,890
-
16 · Occupancy
total $342,280 · program services $212,179 · management and general $120,859 · fundraising $9,242
-
17 · Travel
total $188,917 · program services $151,984 · management and general $30,285 · fundraising $6,648
-
22 · Depreciation, depletion and amortization
total $103,380 · program services $74,572 · management and general $25,854 · fundraising $2,954
-
23 · Insurance
total $102,415 · program services $68,735 · management and general $27,617 · fundraising $6,063
-
24a · Other expenses: RECRUITMENT AND TRAININ
total $336,635 · program services $238,613 · management and general $83,138 · fundraising $14,884
-
24b · Other expenses: FOSTER CARE STIPENDS
total $270,269 · program services $270,269
-
24c · Other expenses: FOSTER CARE
total $210,644 · program services $210,644
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,333,003 · end of year $595,045
-
2 · Savings and temporary cash investments
beginning of year $64,454 · end of year $65,537
-
3 · Pledges and grants receivable
beginning of year $123,955 · end of year $184,043
-
4 · Accounts receivable
beginning of year $413,513 · end of year $526,280
-
9 · Prepaid expenses and deferred charges
beginning of year $90,943 · end of year $77,908
-
10a · Land, buildings and equipment: cost or other basis
$3,926,043
-
10b · Land, buildings and equipment: accumulated depreciation
$745,637
-
10c · Land, buildings and equipment, net
beginning of year $3,283,786 · end of year $3,180,406
-
12 · Investments: other securities
beginning of year $2,253,225 · end of year $2,489,017
-
15 · Other assets
beginning of year $754,872 · end of year $913,874
-
17 · Accounts payable and accrued expenses
beginning of year $215,083 · end of year $179,327
-
25 · Other liabilities
beginning of year $754,359 · end of year $898,629
-
27 · Net assets without donor restrictions
beginning of year $4,228,360 · end of year $3,762,000
-
28 · Net assets with donor restrictions
beginning of year $3,119,949 · end of year $3,192,154
Mission and programs · 2023
Mission
OUR MISSION IS INNOVATING CARE TO HEAL MIND AND SPIRIT; CHANGE LIVES, FAMILIES, AND COMMUNITIES. WE ENVISION A CARING AND CONNECTED COMMUNITY THAT EMBRACES THE HEALTH AND WHOLENESS OF ALL PEOPLE.
Activities or mission (Part I)
OUR MISSION IS INNOVATING CARE TO HEAL MIND AND SPIRIT; CHANGE LIVES, FAMILIES, AND COMMUNITIES. WE SERVE THE COMMUNITY THROUGH MENTAL HEALTH COUNSELING AND FOSTER CARE PROGRAMS.
-
IN FOSTER CARE, WE RECRUIT, LICENSE, AND TRAIN FOSTER PARENTS. WE WORK WITH COUNTIES THROUGHOUT WISCONSIN TO PROVIDE PLACEMENT AND CASE MANAGEMENT FOR CHILDREN IN NEED OF LOVING FOSTER HOMES. WE PROVIDE "TREATMENT" LEVEL FOSTER CARE TO SUPPORT CHILDREN WHO HAVE EXPERIENCED TRAUMA, AND HAVE HIGHER EMOTIONAL AND PHYSICAL NEEDS. WE HAVE FOSTER CARE OFFICES IN GREEN BAY, GREATER MILWAUKEE AREA, SHEBOYGAN/LAKESHORE, FOX VALLEY, JANESVILLE, AND STEVENS POINT.
Expenses $3,169,056 · Revenue $4,544,298
-
OUR MENTAL HEALTH AND ADDICTION COUNSELORS ARE KNOWN FOR THEIR EXCELLENCE IN THERAPY OUTCOMES, CARING AND JOYFUL NATURE, AND LEADERSHIP IN THERAPY APPROACHES. OUR THERAPISTS AND COUNSELORS PROVIDE APPROXIMATELY 15,000 SESSIONS OF COUNSELING EVERY YEAR AT OUR MAIN CLINIC, 3 PUBLIC SCHOOLS, AND 10 COMMUNITY-BASED CLINICS EMBEDDED IN HOMELESS SHELTERS AND THE AGING & DISABILITY RESOURCE CENTER. OVER HALF OF OUR CLIENTS ARE UNINSURED OR UNDERINSURED, AND THEY RECEIVE FINANCIAL SUPPORT TO HEAL MIND AND SPIRIT FROM OUR GENEROUS DONORS. WE LEAD THE EFFORT TO ADDRESS THE DEARTH OF THERAPISTS AND COUNSELORS IN WISCONSIN. OUR RESIDENT TRAINING PROGRAM TRAINS POST-GRADUATE COUNSELORS AND THERAPISTS TO OBTAIN THEIR WISCONSIN LICENSURE TO PRACTICE AND SUPPORT OUR COMMUNITY.
Expenses $1,728,403 · Revenue $1,055,435
-
AT THE BEGINNING OF 2021, FOUNDATIONS ACQUIRED FROM ANOTHER NONPROFIT ITS RAYS YOUTH SERVICES PROGRAM, WHICH WORKS IN BROWN, MANITOWOC AND SHEBOYGAN COUNTIES. RAYS IS A VOLUNTARY, COMMUNITY-BASED PROGRAM OPEN TO ALL YOUTH BETWEEN SCHOOL-AGE AND 21 YEARS OF AGE. THE PROGRAM IS DESIGNED TO HELP PREVENT HOMELESSNESS AND DECISIONS TO BECOME A RUNAWAY, WHILE NAVIGATING YOUTH THROUGH THE PROCESS OF TRANSITIONING TO SUCCESSFUL, HEALTHY, AND INDEPENDENT LIVING VIA PREVENTATIVE OUTREACH, EDUCATION, AND OTHER CRITICAL RESOURCES. PREVENTION EDUCATION AND OUTREACH ARE KEY COMPONENTS OF THIS WORK, ALONG WITH PROVIDING CRISIS INTERVENTION SERVICES FOR YOUTH WHO ARE EXPERIENCING HOMELESSNESS, HAVE RUN AWAY, OR WHO ARE AT RISK OR HAVE BEEN TRAFFICKED.
Expenses $264,738 · Grants $252,183
As filed on the 2023 return.
Listed in Part VII
-
Byran Hyska Left Sept 2023BYRAN HYSKA LEFT SEPT 2023
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Shane AndersonSHANE ANDERSON
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Terry WickmanTERRY WICKMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill Galvin Left Sept 2023BILL GALVIN LEFT SEPT 2023
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ross Townsend Left Sept 2023ROSS TOWNSEND LEFT SEPT 2023
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lee BoucheLEE BOUCHE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Micki KoehlerMICKI KOEHLER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Vickie PattersonVICKIE PATTERSON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tony PichlerTONY PICHLER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Jayme FrischJAYME FRISCH
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jake HarmsenJAKE HARMSEN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Amy Smith Left Sept 2023AMY SMITH LEFT SEPT 2023
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tina NormanTINA NORMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Benjamin ChanDR BENJAMIN CHAN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Julie DurantJULIE DURANT
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Julie George-GrosskopfJULIE GEORGE-GROSSKOPF
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa KellLISA KELL
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ian GriffithsIAN GRIFFITHS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa HuguetLISA HUGUET
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrea PasqualucciANDREA PASQUALUCCI
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Roy SchneiderROY SCHNEIDER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry ConnorsLARRY CONNORS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Heather MilbachHEATHER MILBACH
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve SchmeisserSTEVE SCHMEISSER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ryan GoodRYAN GOOD
PRESIDENT AND CEO
- Total calculated
- $191,688
- From this org
- $180,838
- From related orgs
- $0
- Other
- $10,850
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $157,218
- Bonus
- $23,620
- Other
- $0
- Deferred
- $10,850
- Nontaxable benefits
- $0
- Filer's total
- $191,688
-
Roxanne TischROXANNE TISCH
DIRECTOR OF FINANCE
- Total calculated
- $99,065
- From this org
- $93,203
- From related orgs
- $0
- Other
- $5,862
- Hours/week
- 50
-
Hiep NguyenHIEP NGUYEN
FOSTER CARE DIRECTOR
- Total calculated
- $119,198
- From this org
- $112,183
- From related orgs
- $0
- Other
- $7,015
- Hours/week
- 50
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
- 3 · Written employment contract
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
BASIC CENTER PROGRAM
-
BASIC CENTER PROGRAM
-
BASIC CENTER PROGRAM
-
CONNECTIONS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432349349301403
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