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Nonprofiteer
← BELLIN HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by BELLIN HEALTH FOUNDATION INC.

Totals

Total revenue
$3,669,690
Total expenses
$3,789,622
Contributions and grants received
$3,174,574
Grants paid
$2,920,231
Program service revenue
$0
Investment income
$368,409
Other revenue
$126,707
Total assets, end of year
$11,085,703
Total liabilities, end of year
$783,287
Net assets or fund balances, end of year
$10,302,416
Program services expenses (Part IX)
$2,921,233
Management and general expenses
$383,740
Fundraising expenses
$484,649
Program service expenses (Part III)
$2,921,233

Program services were 77.1% 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.

  • 1c · Fundraising events

    $51,105

  • 1d · Related organizations

    $172,000

  • 1f · All other contributions, gifts and grants

    $2,951,469

  • 1g · Noncash contributions included above

    $24,659

  • 3 · Investment income

    total $126,699 · excluded $126,699

  • 7a · Gross sales of assets other than inventory

    securities $1,972,941

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

    securities $1,731,231

  • 7c · Gain or loss

    securities $241,710

  • 7d · Net gain or loss

    total $241,710 · excluded $241,710

  • 8a · Fundraising events: gross income

    $201,560

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

    $51,105

  • 8b · Fundraising events: direct expenses

    $112,000

  • 8c · Net income from fundraising events

    total $89,560 · excluded $89,560

  • 10a · Gross sales of inventory

    $155,958

  • 10b · Cost of goods sold

    $118,811

  • 10c · Net income from sales of inventory

    total $37,147 · excluded $37,147

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,806,143 · program services $2,806,143

  • 2 · Grants to domestic individuals

    total $114,088 · program services $114,088

  • 7 · Other salaries and wages

    total $586,562 · management and general $250,587 · fundraising $335,975

  • 8 · Pension plan contributions

    total $38,172 · management and general $15,966 · fundraising $22,206

  • 9 · Other employee benefits

    total $78,620 · management and general $40,609 · fundraising $38,011

  • 10 · Payroll taxes

    total $42,173 · management and general $18,238 · fundraising $23,935

  • 11g · Fees: other

    total $38,521 · management and general $17,350 · fundraising $21,171

  • 13 · Office expenses

    total $37,353 · management and general $15,873 · fundraising $21,480

  • 14 · Information technology

    total $11,606 · management and general $11,606

  • 16 · Occupancy

    total $455 · management and general $49 · fundraising $406

  • 17 · Travel

    total $14,571 · management and general $1,610 · fundraising $12,961

  • 19 · Conferences, conventions and meetings

    total $7,838 · management and general $7,838

  • 23 · Insurance

    total $712 · management and general $712

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $4,870 · fundraising $4,870

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $4,304 · program services $1,002 · management and general $3,302

  • 24c · Other expenses: STEWARDSHIP EXPENSE

    total $3,634 · fundraising $3,634

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $4,349,964 · end of year $3,867,173

  • 11 · Investments: publicly traded securities

    beginning of year $6,335,656 · end of year $7,062,792

  • 15 · Other assets

    beginning of year $124,753 · end of year $155,738

  • 17 · Accounts payable and accrued expenses

    beginning of year $874,217 · end of year $783,287

  • 27 · Net assets without donor restrictions

    beginning of year -$874,217 · end of year -$739,841

  • 28 · Net assets with donor restrictions

    beginning of year $10,810,373 · end of year $11,042,257

Mission and programs · 2023

Mission

THE MISSION OF THE FOUNDATION IS: BRING COMMUNITY HEALTH TO LIFE THROUGH DONOR TIME, TALENT AND TREASURE.

Activities or mission (Part I)

THE BELLIN HEALTH FOUNDATION, INC. (THE "FOUNDATION") IS A NONSTOCK, NONPROFIT CORPORATION THAT RECEIVES GIFTS AND BEQUESTS, RAISES FUNDS FOR SPECIFIC PROJECTS OR NEEDS, ADMINISTERS AND INVESTS FUNDS, AND DISBURSES PAYMENTS TO AND FOR THE BENEFIT OF TAX-EXEMPT ORGANIZATIONS AT THE DISCRETION OF ITS BOARD OF DIRECTORS. THE FOUNDATION ALSO OPERATES THE GIFT SHOP AT BELLIN MEMORIAL HOSPITAL, INC. A SIGNIFICANT PORTION OF FUNDS RAISED BY THE FOUNDATION ON BEHALF OF BELLIN HEALTH SYSTEMS, INC. AFFILIATES ARE TRANSFERRED TO AFFILIATES FOR USE AS DIRECTED BY DONORS. THE BELLIN HEALTH FOUNDATION'S VISION IS TO ENABLE EMPLIFY HEALTH BY BELLIN TO PROVIDE WORLD-CLASS CARE WITHOUT FINANCIAL COMPROMISES.

  • THE PURPOSE OF THE FOUNDATION IS TO RAISE FUNDS WHICH WILL BE USED TO AND OTHER NOT-FOR-PROFIT ORGANIZATIONS THROUGH ACTIVITIES OF ANNUAL GIVING, PLANNED GIVING, SINGLE PURPOSE CAMPAIGNS, PATIENT CONVENIENCE AND SPECIAL EVENTS, WHICH WILL BE USED TO BENEFIT THE COMMUNITIES OF GREEN BAY, NORTHEAST WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN.

    Expenses $2,921,233 · Grants $2,920,231

As filed on the 2023 return.

Listed in Part VII

  • Christine Woleske

    BOARD MEMBER/BELLIN EVP

    Total calculated
    $2,013,670
    From this org
    $0
    From related orgs
    $1,775,439
    Other
    $238,231
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $957,900 related
    Bonus
    $0 + $634,883 related
    Other
    $0 + $182,656 related
    Deferred
    $0 + $226,898 related
    Nontaxable benefits
    $0 + $11,333 related
    Filer's total
    $0 + $2,013,670 related

  • Michong Powers

    TREASURER

    Total calculated
    $309,922
    From this org
    $0
    From related orgs
    $286,557
    Other
    $23,365
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,357 related
    Bonus
    $0 + $1,030 related
    Other
    $0 + $1,170 related
    Deferred
    $0 + $11,150 related
    Nontaxable benefits
    $0 + $12,215 related
    Filer's total
    $0 + $309,922 related

  • Nan Bush

    PRES. & DIR. (THRU 12/2023)

    Total calculated
    $197,005
    From this org
    $0
    From related orgs
    $163,410
    Other
    $33,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $141,124 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $2,286 related
    Deferred
    $0 + $11,518 related
    Nontaxable benefits
    $0 + $22,077 related
    Filer's total
    $0 + $197,005 related

  • Paul Casey MD

    BOARD MEMBER (THRU 12/2023)

    Total calculated
    $141,063
    From this org
    $0
    From related orgs
    $141,063
    Other
    $0
    Hours/week
    2 + 12 related

  • Brad Burmeister MD

    BOARD MEMBER

    Total calculated
    $25,763
    From this org
    $0
    From related orgs
    $25,763
    Other
    $0
    Hours/week
    2 + 40 related

  • Susan Vangheem

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Kristin Charles

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Jim Ledvina

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Lynn Douville

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dave Honish

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mark Kasper

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Matt Schachtner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scott Rathgaber MD

    BGHS CEO

    Total calculated
    $1,712,949
    From this org
    $0
    From related orgs
    $1,644,221
    Other
    $68,728
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,274,504 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $169,717 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $23,503 related
    Filer's total
    $0 + $1,712,949 related

  • Steve Little

    BMH CFO (THRU 02/2024)

    Total calculated
    $333,317
    From this org
    $0
    From related orgs
    $333,317
    Other
    $0
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,317 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $333,317 related

  • Molly Vandervest

    FOUNDATION PRESIDENT & DIRECTOR

    Total calculated
    $152,653
    From this org
    $0
    From related orgs
    $114,592
    Other
    $38,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $102,388 related
    Bonus
    $0 + $12,025 related
    Other
    $0 + $179 related
    Deferred
    $0 + $8,508 related
    Nontaxable benefits
    $0 + $29,553 related
    Filer's total
    $0 + $152,653 related

  • John Ceelen

    BMH CFO (BEG 02/2024)

    Total calculated
    $0
    Hours/week
    2 + 48 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 3
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
PART I, LINE 4B
THE HOSPITAL HAS A DEFERRED COMPENSATION PLAN FOR SELECTED EXECUTIVES. CHRISTINE WOLESKE PARTICIPATED IN THE 457(F) PLAN. THE FOLLOWING DISTRIBUTIONS WERE MADE DURING CALENDAR YEAR 2023: CHRISTINE WOLESKE $175,207

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

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BEL-REGIONAL HOME MEDICAL INC

    C · DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS · WI · controlled entity

  • GUNDERSEN LUTHERAN ENVISION LLC

    C · RENEWABLE ENERGY · WI

  • GUNDERSEN EDGE LLC

    C · INNOVATION · WI

  • BG ASSURANCE COMPANY

    C · SELF INSURANCE · CJ

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202532259349302608

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