Form 990 for tax year 2023
Filed by MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 12 August 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) 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.
- Total revenue
- $34,774 changed to $140,815
- Total expenses
- $36,998 changed to $273,068
- Contributions and grants received
- $14,393 changed to $108,307
- Grants paid
- $29,355 changed to $255,315
- Investment income
- $14,429 changed to $26,303
- Other revenue
- $5,952 changed to $6,205
- Total assets, end of year
- $752,833 changed to $716,029
- Net assets or fund balances, end of year
- $752,833 changed to $716,029
- Program services expenses
- $29,355 changed to $255,315
- Management and general expenses
- $7,643 changed to $17,753
- Program service expenses (Part III)
- $29,355 changed to $255,315
Listed only on the later return
- Pete EsserPETE ESSER
Listed under a different title
- Theresa BraudtTHERESA BRAUDT: DIRECTOR/ADMINISTRATOR then DIRECTOR
Totals
- Total revenue
- $34,774
- Total expenses
- $36,998
- Contributions and grants received
- $14,393
- Grants paid
- $29,355
- Program service revenue
- $0
- Investment income
- $14,429
- Other revenue
- $5,952
- Total assets, end of year
- $752,833
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $752,833
- Program services expenses (Part IX)
- $29,355
- Management and general expenses
- $7,643
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $29,355
Program services were 79.3% 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
$14,050
-
1f · All other contributions, gifts and grants
$343
-
3 · Investment income
total $11,645 · excluded $11,645
-
7a · Gross sales of assets other than inventory
securities $2,784
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $2,784
-
7d · Net gain or loss
total $2,784 · excluded $2,784
-
8a · Fundraising events: gross income
$8,791
-
8a · Fundraising events: contributions included on line 1c
$14,050
-
8b · Fundraising events: direct expenses
$2,839
-
8c · Net income from fundraising events
total $5,952 · excluded $5,952
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $29,355 · program services $29,355
-
11f · Fees: investment management
total $4,302 · management and general $4,302
-
11g · Fees: other
total $150 · management and general $150
-
13 · Office expenses
total $2,721 · management and general $2,721
-
24e · All other expenses
total $470 · management and general $470
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $148,763 · end of year $133,447
-
11 · Investments: publicly traded securities
beginning of year $577,778 · end of year $619,386
-
27 · Net assets without donor restrictions
beginning of year $683,352 · end of year $729,650
-
28 · Net assets with donor restrictions
beginning of year $43,189 · end of year $23,183
Mission and programs · 2023
Mission
BOSCOBEL AREA HOSPITAL AND CLINICS FOUNDATION EXISTS TO INSPIRE DONOR SUPPORT FOR GUNDERSEN BOSCOBEL AREA HOSPITAL AND CLINICS AND ENSURE GIFTS ARE USED EFFECTIVELY AND RESPONSIBLY TO IMPROVE THE HEALTH OF THE PEOPLE AND THE COMMUNITIES WE SERVE.
Activities or mission (Part I)
THE MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION, INC. WAS ESTABLISHED FOR THE SOLE PURPOSE OF SUPPORTING THE PROGRAMS AND SERVICES OF GUNDERSEN BOSCOBEL AREA HOSPITAL AND CLINICS. THE MISSION IS TO SECURE AND MANAGE GIFT SUPPORT TO ASSIST THE HOSPITAL TO MEET THE NEEDS OF THE COMMUNITY BY FUNDING FACILITIES AND EQUIPMENT, STAFF DEVELOPMENT, AND AN ENDOWMENT.
-
THE FOUNDATION SUPPORTS THE PROMOTION, DEVELOPMENT, AND IMPROVEMENT OF THE QUALITY AND DELIVERY OF HEALTH PRESERVATION AND HEALTH CARE SERVICES OF GUNDERSEN BOSCOBEL AREA HOSPITAL AND CLINICS (WHICH PROVIDES SERVICES TO PATIENTS THROUGH A CRITICAL ACCESS HOSPITAL AND SEVERAL CLINICS), AND THE MAKING OF DISTRIBUTIONS TO OR FOR THE BENEFIT OF THE HOSPITAL THROUGH THE RAISING OF FUNDS BY MEANS OF SOLICITING AND ACCEPTING GIFTS, GRANTS, AND CONTRIBUTIONS.
Expenses $29,355 · Grants $29,355
As filed on the 2023 return.
Listed in Part VII
-
Jerry BergeJERRY BERGE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.3
-
Karen WackerKAREN WACKER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.3
-
Brennen ClarkBRENNEN CLARK
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 0.3
-
Natalie TollefsonNATALIE TOLLEFSON
FOUNDATION DIR./MANAGER BUS OPER.
- Total calculated
- $0
- Hours/week
- 12
-
Dick BeinbornDICK BEINBORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Theresa BraudtTHERESA BRAUDT
DIRECTOR/ADMINISTRATOR
- Total calculated
- $0
- Hours/week
- 0.3
-
De Anne ChappellDE ANNE CHAPPELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Glenn GriswoldGLENN GRISWOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Allison KlugALLISON KLUG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Doug KnobleDOUG KNOBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Chuck SchwabCHUCK SCHWAB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Danelle SchmidDANELLE SCHMID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Dan SwensonDAN SWENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Sally WaltzSALLY WALTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
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.
Grants on this return
-
$29,355
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432259349300413
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