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← RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC

Form 990 for tax year 2022

Filed by RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC.

What the amendment changed

Compared with the return it replaced , filed 10 May 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the later return

  • JAMIE LOGSDON
  • JEFF STEREN
  • MATTHEW PESCHKE
  • MELANIE RICKS
  • ROBERT LEHR
  • STACEY MURPHY

Totals

Total revenue
$6,631,152
Total expenses
$3,689,249
Contributions and grants received
$6,332,145
Grants paid
$0
Program service revenue
$0
Investment income
$421,229
Other revenue
-$122,222
Total assets, end of year
$44,094,170
Total liabilities, end of year
$1,047,755
Net assets or fund balances, end of year
$43,046,415
Program services expenses (Part IX)
$2,942,764
Management and general expenses
$350,429
Fundraising expenses
$396,056
Program service expenses (Part III)
$2,942,764

Program services were 79.8% 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

    $33,308

  • 1c · Fundraising events

    $1,277,516

  • 1e · Government grants (contributions)

    $239,200

  • 1f · All other contributions, gifts and grants

    $4,782,121

  • 1g · Noncash contributions included above

    $590,298

  • 3 · Investment income

    total $216,456 · excluded $216,456

  • 7a · Gross sales of assets other than inventory

    securities $5,133,530

  • 7b · Less cost or other basis and sales expenses

    securities $4,824,725 · other assets $104,032

  • 7c · Gain or loss

    securities $308,805 · other assets -$104,032

  • 7d · Net gain or loss

    total $204,773 · excluded $204,773

  • 8a · Fundraising events: gross income

    $199,500

  • 8a · Fundraising events: contributions included on line 1c

    $1,277,516

  • 8b · Fundraising events: direct expenses

    $321,722

  • 8c · Net income from fundraising events

    total -$122,222 · excluded -$122,222

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $293,964 · program services $235,172 · management and general $29,396 · fundraising $29,396

  • 7 · Other salaries and wages

    total $1,079,994 · program services $785,490 · management and general $171,590 · fundraising $122,914

  • 9 · Other employee benefits

    total $25,455 · program services $16,818 · management and general $3,674 · fundraising $4,963

  • 10 · Payroll taxes

    total $101,264 · program services $66,904 · management and general $14,616 · fundraising $19,744

  • 11c · Fees: accounting

    total $19,665 · management and general $19,665

  • 11e · Fees: professional fundraising services

    total $184,070 · fundraising $184,070

  • 11f · Fees: investment management

    total $19,961 · management and general $19,961

  • 11g · Fees: other

    total $53,019 · program services $47,717 · management and general $5,302

  • 12 · Advertising and promotion

    total $20,363 · program services $16,290 · fundraising $4,073

  • 13 · Office expenses

    total $23,701 · program services $21,331 · management and general $2,370

  • 16 · Occupancy

    total $193,717 · program services $184,031 · management and general $9,686

  • 17 · Travel

    total $1,732 · management and general $866 · fundraising $866

  • 19 · Conferences, conventions and meetings

    total $20,036 · program services $17,031 · management and general $3,005

  • 22 · Depreciation, depletion and amortization

    total $589,600 · program services $583,704 · management and general $5,896

  • 23 · Insurance

    total $164,688 · program services $161,688 · management and general $3,000

  • 24a · Other expenses: SUPPLIES

    total $513,500 · program services $462,150 · management and general $51,350

  • 24b · Other expenses: HOUSE MAINTENANCE

    total $242,629 · program services $240,202 · management and general $2,427

  • 24c · Other expenses: OTHER EXPENSES

    total $75,260 · program services $47,600 · management and general $2,868 · fundraising $24,792

  • 24d · Other expenses: TELEPHONE

    total $36,593 · program services $31,104 · management and general $4,757 · fundraising $732

  • 24e · All other expenses

    total $30,038 · program services $25,532 · fundraising $4,506

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,659,234 · end of year $981,335

  • 2 · Savings and temporary cash investments

    beginning of year $9,180,962 · end of year $3,042,423

  • 3 · Pledges and grants receivable

    beginning of year $1,134,998 · end of year $1,497,190

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,978 · end of year $16,328

  • 10a · Land, buildings and equipment: cost or other basis

    $32,930,217

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,833,693

  • 10c · Land, buildings and equipment, net

    beginning of year $18,788,919 · end of year $27,096,524

  • 11 · Investments: publicly traded securities

    beginning of year $13,275,904 · end of year $11,460,370

  • 17 · Accounts payable and accrued expenses

    beginning of year $919,644 · end of year $868,717

  • 18 · Grants payable

    beginning of year $125,000 · end of year $0

  • 19 · Deferred revenue

    beginning of year $135,262 · end of year $179,038

  • 25 · Other liabilities

    beginning of year $239,200 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $38,818,169 · end of year $40,628,728

  • 28 · Net assets with donor restrictions

    beginning of year $3,821,720 · end of year $2,417,687

Mission and programs · 2022

Mission

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. KEEPS FAMILIES TOGETHER AND PROMOTES THE HEALTH AND WELL-BEING OF CHILDREN. THE ORGANIZATION PROVIDES A HOME ENVIRONMENT AND SUPPORTIVE FAMILY PROGRAMS.

Activities or mission (Part I)

TO KEEP FAMILIES TOGETHER AND PROMOTE THE HEALTH AND WELL-BEING OF CHILDREN.

  • HOUSE PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES GUEST ROOMS AND OFFERS SUPPORTIVE FAMILY PROGRAMS. SINCE 1984, MORE THAN 51,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THIS RONALD MCDONALD HOUSE "HOME". LAST YEAR, WE SERVED 1,835 FAMILIES. WHILE ABOUT 75% OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES TO SEEK THE LIFE-GIVING MEDICAL CARE AT CHILDREN'S WISCONSIN, ROGERS BEHAVIORAL HEALTH, AND OTHER AREA HOSPITALS. WE SERVE UP TO 70 FAMILIES EACH DAY AND WERE ABLE TO SERVE ALMOST EVERY FAMILY WHO NEEDED OUR HOUSE DURING 2022. ON AVERAGE, OUR FAMILIES STAY WITH US FOR JUST OVER 17 DAYS; HOWEVER OVER 53% FAMILIES STAY WERE FOR LONGER THAN 30 DAYS. EACH FAMILY WHO STAYS AT THE RMHC CAN STAY FOR AS LONG AS THEIR CHILD IS RECEIVING MEDICAL TREATMENT. WE SUGGEST A DONATION OF $20 A NIGHT FROM OUR FAMILIES, WHEN THE COST IS OVER $115 PER NIGHT. LAST YEAR, ONLY 17% OF OUR FAMILIES WERE ABLE TO CONTRIBUTE THE SUGGESTED $20 A NIGHT, HOWEVER, NO ONE IS EVER TURNED AWAY FOR THEIR INABILITY TO PAY. THE MAJORITY OF OUR SUPPORT COMES FROM PRIVATE FUNDING THROUGH SPECIAL EVENTS AND DONORS. ALTHOUGH THE MCDONALD'S CORPORATION DOES NOT PROVIDE DIRECT FINANCIAL SUPPORT, THE MCDONALD'S OWNER/OPERATORS AND ITS CUSTOMERS IN SOUTHEASTERN AND NORTHEASTERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN GENEROUSLY PROVIDE SUPPORT THROUGH VARIOUS FUNDRAISING ACTIVITIES INCLUDING DONATION BOXES AT MCDONALD'S RESTAURANTS. LAST YEAR, THESE IMPORTANT EFFORTS CONTRIBUTED TO ABOUT 5% OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF OVER 350 VOLUNTEERS. EVERY SINGLE DAY, OUR VOLUNTEERS HELP KEEP THE HOUSE RUNNING SMOOTHLY AND EFFICIENTLY THROUGH A HOST OF RESPONSIBILITIES INCLUDING ORIENTING OUR FAMILIES WHEN THEY CHECK IN, CLEANING THE ROOMS AFTER THEY CHECK-OUT, DRIVING THE SHUTTLE VAN TO AND FROM THE HOSPITAL, SMALL MAINTENANCE PROJECTS AND SHARING OUR STORY IN OUR COMMUNITY. WE WOULD NOT BE ABLE TO KEEP OUR DOORS OPEN WITHOUT OUR CARING AND LOVING VOLUNTEERS.THE RONALD MCDONALD HOUSE OFFERS MORE THAN A PLACE TO STAY. PARENTS AND CHILDREN FIND A WARM AND COMPASSIONATE ENVIRONMENT WITH MANY PROGRAMS AND INITIATIVES TO SUPPORT THEM DURING A VERY STRESSFUL TIME IN THEIR LIVES. IN ADDITION TO COMFORTABLE ROOMS, WE HAVE KITCHENS, A COMPUTER LAB, LAUNDRY FACILITIES, PLAY AREAS AND A REFLECTION ROOM. WE ARE ALSO PROUD OF OUR PROGRAMS AND A FEW HIGHLIGHTS FROM LAST YEAR INCLUDE: SINCE MARCH OF 2020, THE COVID PANDEMIC RESULTED IN ADDITIONAL RESTRICTIONS PUT IN PLACE TO MINIMIZE THE VIRAL SPREAD. WE PROUDLY WERE ABLE TO REMAIN OPEN AND CONTINUE WELCOMING FAMILIES TO RMHC. ALTHOUGH OUR OPERATIONS HAVE BEEN DIFFERENT DUE TO COVID PROTOCOLS, IN 2022, WE WERE STILL ABLE TO OFFER COMPASSIONATE CARE TO 1,835 FAMILIES FOR 15,953 NIGHTS.FAMILY DINNER PROGRAM - THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. WE WERE ABLE TO PROVIDE 284 MEALS TO OUR FAMILIES IN 2022, INCLUDING VOLUNTEER-PREPARED LUNCHES-2-GO AND MAKE-AHEAD MEALS.EXPRESSIVE THERAPY - OUR ART THERAPISTS USE A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. THERAPISTS PROVIDE SUPPORT AND A SAFE PLACE FOR FAMILIES TO REFLECT ON THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS OR INJURY AND ITS AFFECT ON THE ENTIRE FAMILY USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION. THE RESULTS HAVE BEEN INSPIRING. OUR FAMILIES HAVE OPENED UP THEIR HEARTS, EXPLORED THEIR FEARS AND SADNESS AND ALLOWED THEIR EMOTIONAL NEEDS TO BE HEARD WHILE REBUILDING A SENSE OF WELL-BEING AND HOPE. PET THERAPY - THIS PROGRAM PROVIDES THE OPPORTUNITY TO HEAL THROUGH ANIMAL ASSISTED THERAPY. IT PROMOTES SOCIAL AND EMOTIONAL SUPPORT PROVIDED BY SPECIALLY TRAINED PROFESSIONALS. DOGS AND THEIR RESPECTIVE HANDLERS VISIT THE RONALD MCDONALD HOUSE MULTIPLE TIMES EACH WEEK. IN 2022, WE HAD 152 SUCH VISITS.SECRET GARDEN - ADJACENT TO THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATER ELEMENT AND A PATIO EQUIPPED WITH GAS GRILLS. OUR FAMILIES FIND SOLACE AND FRESH AIR IN THE BEAUTIFUL ENVIRONMENT. THE GARDEN IS MAINTAINED AND CARED FOR BY 18 VOLUNTEER MASTER GARDENERS WHO PLANT, PRUNE, WEED, AND CARE ON A DAILY BASIS TO KEEP IT PRISTINE AND BEAUTIFUL. IN 2022, 523 OF VOLUNTEER HOURS WERE PROVIDED TO MAINTAIN THE GARDEN. FIFTEEN GARDEN EDUCATION CLASSES TOOK PLACE IN 2022. THE SECRET GARDEN WAS A RESPITE DURING THE YEAR WHEN COVID PREVENTED US FROM HAVING LIVE INDOOR PROGRAMING. ABOVE ALL, THE RONALD MCDONALD HOUSE OFFERS THE EMOTIONAL SUPPORT AND COMMON FRIENDSHIP OF OTHER FAMILIES IN VERY SIMILAR SITUATIONS OF HAVING AN ILL OR INJURED CHILD IN THE HOSPITAL.

    Expenses $2,837,067

  • HOSPITALITY CART - OUR BIG, BRIGHT, HAPPY WHEELS HOSPITALITY CART BRINGS CHEER TO CHILDREN'S WISCONSIN (CW) FAMILIES. IN 2022, THE HAPPY WHEELS CART MADE 152 TRIPS THROUGHOUT THE HOSPITAL, DELIVERING SNACKS, TOYS, BOOKS AND OTHER ITEMS TO 2,670 PATIENTS AND FAMILIES.

    Expenses $16,384

  • FAMILY ROOM PROGRAM - IN AUGUST OF 2021, THE ORGANIZATION'S FIRST FAMILY ROOM PROGRAM OPENED. LOCATED WITHIN THE ROGERS BEHAVIORAL HEALTH'S LADISH FAMILY CENTER ON ITS OCONOMOWOC CAMPUS, THIS 2,500 SQUARE FOOT SPACE OFFERS FAMILIES RESPITE, SNACKS, BEVERAGES, GAMES AND OTHER AMENITIES AS THEY SUPPORT THEIR CHILD IN THEIR HEALTH JOURNEY. DURING 2022, 404 FAMILIES MADE A TOTAL OF 4,459 VISITS TO THE FAMILY ROOM.

    Expenses $89,313

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANDREA JONAS

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    4

  • LINDSEY PEARSON

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • DAVID FRIEDER

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • JOSHUA CARLSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • PETER BARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DENNIS BUCHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANNE HORTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SANDRA EVANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • DAVID SANDSTROM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAN GEIGLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • RASHI KHOSLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STEVE KILIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER NICKELS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TODD JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SCOTT TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GARY ZIMMERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JENNIFER GRAYSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT LEHR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMIE LOGSDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STACEY MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW PESCHKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFF STEREN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MELANIE RICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANN PETRIE

    PRESIDENT/CEO RETIRED 1/31/23

    Total calculated
    $263,808
    From this org
    $238,022
    From related orgs
    $0
    Other
    $25,786
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $201,522
    Bonus
    $36,500
    Other
    $0
    Deferred
    $6,309
    Nontaxable benefits
    $19,477
    Filer's total
    $263,808

  • LAURIE BERTRAND

    PRESIDENT/CEO

    Total calculated
    $30,156
    From this org
    $24,655
    From related orgs
    $0
    Other
    $5,501
    Hours/week
    55

  • BRIDGET KESNER

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $110,398
    From this org
    $107,183
    From related orgs
    $0
    Other
    $3,215
    Hours/week
    45

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
7 December 2023
IRS schema version
2022v5.0
Source object
202313539349301401

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