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Nonprofiteer
← UPLAND HILLS HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by UPLAND HILLS HEALTH FOUNDATION INC.

Totals

Total revenue
$243,307
Total expenses
$833,556
Contributions and grants received
$158,141
Grants paid
$820,881
Program service revenue
$0
Investment income
$85,166
Other revenue
$0
Total assets, end of year
$3,090,219
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,090,219
Program services expenses (Part IX)
$820,881
Management and general expenses
$12,675
Fundraising expenses
$0
Program service expenses (Part III)
$820,881

Program services were 98.5% 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.

  • 1f · All other contributions, gifts and grants

    $158,141

  • 3 · Investment income

    total $85,166 · excluded $85,166

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $820,881 · program services $820,881

  • 11f · Fees: investment management

    total $6,173 · management and general $6,173

  • 24a · Other expenses: PROVISION FOR BAD DEBTS

    total $6,502 · management and general $6,502

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,265,448 · end of year $2,771,876

  • 3 · Pledges and grants receivable

    beginning of year $360,619 · end of year $318,343

  • 27 · Net assets without donor restrictions

    beginning of year $1,688,180 · end of year $980,107

  • 28 · Net assets with donor restrictions

    beginning of year $1,937,887 · end of year $2,110,112

Mission and programs · 2022

Mission

THE PRIMARY PURPOSE OF THE UPLAND HILLS HEALTH FOUNDATION, INC. IS TO RECORD AND FACILITATE PHILANTHROPIC GIVING FOR UPLAND HILLS HEALTH, INC. BY SERVING AS THE GATEWAY FOR ALL PHILANTHROPY, THE FOUNDATION OFFICE WILL MAINTAIN A COMPLETE GIVING HISTORY FOR DONORS TO UPLAND HILLS HEALTH, ENSURING THAT CONTRIBUTORS ARE APPROPRIATELY ACKNOWLEDGED, AND THAT THE PHILANTHROPY FIGURES PRESENTED TO EXTERNAL SOURCES ARE AS COMPLETE AS POSSIBLE.

Activities or mission (Part I)

TO SOLICIT, RECEIVE, AND ACCEPT GIFTS AND BEQUESTS ON BEHALF OF UPLAND HILLS HEALTH, INC.

  • THE UPLAND HILLS HEALTH FOUNDATION, INC. IS OPERATED TO PROVIDE SUPPORT AND PERFORM FUNCTIONS FOR UPLAND HILLS HEALTH, INC., WHICH PROVIDES HEALTH CARE SERVICES TO THE RESIDENTS OF IOWA COUNTY, WISCONSIN, AND THE SURROUNDING AREAS.

    Expenses $820,881 · Grants $820,881

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

Listed in Part VII

  • Lisa Schnedler

    PRESIDENT/CEO - UHH

    Total calculated
    $401,173
    From this org
    $0
    From related orgs
    $373,483
    Other
    $27,690
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,711 related
    Bonus
    $0
    Other
    $0 + $2,772 related
    Deferred
    $0 + $11,990 related
    Nontaxable benefits
    $0 + $15,700 related
    Filer's total
    $0 + $401,173 related
  • Skip Lee

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Martha Boyer

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Dick Cates

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Joni Martin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Brenda Fritz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ted Greenheck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Bob Janetka

    DIRECTOR (THRU AUGUST)

    Total calculated
    $0
    Hours/week
    1
  • Melissa Lease

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Andrea Potterton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Arthur K Pustina

    VP OF FINANCE - UHH

    Total calculated
    $272,351
    From this org
    $0
    From related orgs
    $240,994
    Other
    $31,357
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,660 related
    Bonus
    $0
    Other
    $0 + $5,334 related
    Deferred
    $0 + $9,202 related
    Nontaxable benefits
    $0 + $22,155 related
    Filer's total
    $0 + $272,351 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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION PLANS AND POLICIES FOR THE OFFICERS NOTED ARE DETERMINED AND REVIEWED BY UPLAND HILLS HEALTH FOUNDATION, INC.'S PARENT ORGANIZATION, UPLAND HILLS HEALTH, INC. PROCEDURES OF UPLAND HILLS HEALTH, INC. INCLUDE COMPENSATION SURVEYS, WRITTEN EMPLOYMENT AGREEMENTS, AND APPROVAL BY THE BOARD OF DIRECTORS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202432269349300608

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