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Nonprofiteer
← WISCONSIN HOSPITAL ASSOCIATION INC

Form 990 for tax year 2022

Filed by WISCONSIN HOSPITAL ASSOCIATION INC.

Totals

Total revenue
$10,339,412
Total expenses
$9,070,394
Contributions and grants received
$151,231
Grants paid
$0
Program service revenue
$8,476,685
Investment income
$1,291,554
Other revenue
$419,942
Total assets, end of year
$20,945,478
Total liabilities, end of year
$3,298,011
Net assets or fund balances, end of year
$17,647,467
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1e · Government grants (contributions)

    $151,231

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $5,071,872 · related or exempt $5,071,872

  • 2b · Program service revenue: DATA REVENUE

    total $2,132,308 · related or exempt $2,132,308

  • 2c · Program service revenue: QUALITY INITIATIVE REVENUE

    total $569,109 · related or exempt $569,109

  • 2d · Program service revenue: EDUCATIONAL PROGRAMS

    total $192,633 · related or exempt $192,633

  • 2e · Program service revenue: CONTRACTED SERVICES

    total $189,117 · related or exempt $189,117

  • 2f · All other program service revenue

    total $321,646 · related or exempt $321,646

  • 3 · Investment income

    total $363,493 · excluded $363,493

  • 5 · Royalties

    total $400,000 · excluded $400,000

  • 7a · Gross sales of assets other than inventory

    securities $3,882,024

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

    securities $2,950,545 · other assets $3,418

  • 7c · Gain or loss

    securities $931,479 · other assets -$3,418

  • 7d · Net gain or loss

    total $928,061 · excluded $928,061

  • 11d · All other revenue

    total $19,942 · excluded $19,942

  • 11e · Other revenue, total

    $19,942

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,188,521

  • 7 · Other salaries and wages

    total $2,418,834

  • 8 · Pension plan contributions

    total $475,760

  • 9 · Other employee benefits

    total $486,880

  • 10 · Payroll taxes

    total $257,382

  • 11b · Fees: legal

    total $197,505

  • 11c · Fees: accounting

    total $36,500

  • 11d · Fees: lobbying

    total $135,139

  • 11f · Fees: investment management

    total $70,654

  • 11g · Fees: other

    total $354,381

  • 12 · Advertising and promotion

    total $2,995

  • 13 · Office expenses

    total $152,467

  • 14 · Information technology

    total $264,970

  • 16 · Occupancy

    total $307,163

  • 17 · Travel

    total $92,965

  • 19 · Conferences, conventions and meetings

    total $388,572

  • 20 · Interest

    total $85,221

  • 22 · Depreciation, depletion and amortization

    total $234,171

  • 23 · Insurance

    total $101,852

  • 24a · Other expenses: SPECIAL PROJECTS

    total $705,945

  • 24b · Other expenses: DUES AND LICENSES

    total $36,037

  • 24e · All other expenses

    total $76,480

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $169,540 · end of year $145,012

  • 2 · Savings and temporary cash investments

    beginning of year $1,995,261 · end of year $1,825,052

  • 4 · Accounts receivable

    beginning of year $558,166 · end of year $702,762

  • 9 · Prepaid expenses and deferred charges

    beginning of year $241,020 · end of year $169,397

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

    $6,421,551

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

    $2,166,900

  • 10c · Land, buildings and equipment, net

    beginning of year $4,371,895 · end of year $4,254,651

  • 11 · Investments: publicly traded securities

    beginning of year $15,106,439 · end of year $13,162,607

  • 12 · Investments: other securities

    beginning of year $316,765 · end of year $105,274

  • 15 · Other assets

    beginning of year $469,390 · end of year $580,723

  • 17 · Accounts payable and accrued expenses

    beginning of year $609,073 · end of year $572,470

  • 19 · Deferred revenue

    beginning of year $362,900 · end of year $105,373

  • 23 · Secured mortgages and notes payable

    beginning of year $2,116,847 · end of year $2,039,445

  • 25 · Other liabilities

    beginning of year $469,390 · end of year $580,723

  • 27 · Net assets without donor restrictions

    beginning of year $19,670,266 · end of year $17,647,467

Mission and programs · 2022

Mission

THE WISCONSIN HOSPITAL ASSOCIATION, INC.'S (WHA) MISSION IS ADVOCATING FOR THE ABILITY OF ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WISCONSIN COMMUNITIES.THE ASSOCIATION FULFILLS THIS MISSION THROUGH THE FOLLOWING VALUES: ADVOCACY AND REPRESENTATION IS WHA'S HIGHEST PRIORITY; ADVOCATING FOR THE IDENTIFICATION AND IMPLEMENTATION OF INITIATIVES THAT CONTRIBUTE TO IMPROVED COMMUNITY HEALTH; SERVING AS A FORUM TO DISCUSS DIVERSE POINTS OF VIEW AND SEEK CONSENSUS ON HOW BEST TO MEET SOCIETAL AND MEMBER NEEDS; PROVIDING EDUCATION AND TRAINING ON ISSUES RELATING TO REGULATORY COMPLIANCE, MANAGEMENT, CLINICAL IMPROVEMENT, AND OTHER MATTERS THAT ENABLE MEMBERS TO ACHIEVE THEIR MISSIONS; TAKING A LEADERSHIP ROLE IN FOSTERING A CLIMATE OF COLLABORATION, RESPECT, AND INTERDEPENDENCY BETWEEN THE VARIOUS PROVIDERS OF HEALTH CARE; OFFERING VALUE ADDED SERVICES THAT MEET MEMBERSHIP NEEDS THROUGH THE ASSOCIATION AND ITS SUBSIDIARIES.

Activities or mission (Part I)

ADVOCATING FOR ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WI COMMUNITIES.

  • QUALITY INITIATIVE -WHA MAINTAINS A WEBSITE THAT PUBLICLY REPORTS MEASURES OF HOSPITAL QUALITY AND SAFETY. THE SITE REPORTS OVER 60 MEASURES FOR 128 HOSPITALS. RESULTS ARE UPDATED QUARTERLY AND NEW MEASURES ARE ADDED ON AN ONGOING BASIS. WHA ALSO COORDINATES STATE-WIDE QUALITY IMPROVEMENT PROJECTS WITH MEMBER HOSPITALS. STAFF DELIVER IMPROVEMENT TRAINING CONTENT, PROVIDE ONE-ON-ONE COACHING AND COLLECT DATA FROM HOSPITALS TO TRACK PROGRESS.

  • PUBLIC POLICY -WHA ADVOCATES AT THE STATE AND NATIONAL LEVEL ON POLICY ISSUES THAT AFFECT HOSPITALS ABILITIES TO CONTINUE TO MEET THEIR MISSION OF PROVIDING AFFORDABLE, ACCESSIBLE AND HIGH QUALITY CARE IN THE COMMUNITIES THEY SERVE.

  • COMMUNICATIONS AND EDUCATION -WHA PRODUCES A WEEKLY NEWSLETTER THAT IS DISTRIBUTED TO MORE THAN 2,000 PEOPLE, INCLUDING MEMBER HOSPITALS, STATE LEGISLATORS, MEMBERS OF THE CONGRESSIONAL DELEGATION, AND HEALTH CARE PROFESSIONALS. IN ADDITION, WHA STAFF COMMUNICATE DIRECTLY WITH MEMBER HOSPITALS THROUGH DIRECT VISITS AND ELECTRONIC COMMUNICATIONS. WHA WORKS DIRECTLY WITH THE MEDIA AND PROVIDES ACCESS TO EXPERTS IN THE AREA OF HEALTH CARE POLICY, REIMBURSEMENT, QUALITY AND SAFETY, WORKFORCE AND DATA.WHA HOLDS MORE THAN 50 EDUCATION EVENTS EACH YEAR FOCUSED ON ISSUES THAT ARE OF VITAL IMPORTANCE TO HOSPITALS.

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

Listed in Part VII

  • Eric Borgerding

    PRESIDENT & DIRECTOR

    Total calculated
    $1,254,776
    From this org
    $1,207,607
    From related orgs
    $0
    Other
    $47,169
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $735,441
    Bonus
    $223,700
    Other
    $248,466
    Deferred
    $25,341
    Nontaxable benefits
    $21,828
    Filer's total
    $1,254,776

  • John Russell

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Amran Andrabi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Bagnall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Bahr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Bard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Degroot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Hartberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Heywood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monica Hilt

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • Mary Beth White - Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Catherine Jacobson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alan Kaplan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gordon Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timothy McKevett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert James Van Meeteren

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joni Olson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dennis Potts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debra Rudquist

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Schafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Schnedler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bernie Sherry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peggy Troy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Turney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Wallace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pamela White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Woleske

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Potter

    SENIOR VP, FINANCE/COO

    Total calculated
    $336,195
    From this org
    $316,610
    From related orgs
    $0
    Other
    $19,585
    Hours/week
    40 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $271,650
    Bonus
    $39,382
    Other
    $5,578
    Deferred
    $17,952
    Nontaxable benefits
    $1,633
    Filer's total
    $336,195

  • Kyle O'Brien

    SENIOR VP, GOVERNMENT RELATIONS

    Total calculated
    $329,148
    From this org
    $288,042
    From related orgs
    $0
    Other
    $41,106
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,350
    Bonus
    $35,160
    Other
    $4,532
    Deferred
    $17,952
    Nontaxable benefits
    $23,154
    Filer's total
    $329,148

  • Matthew Stanford

    GENERAL COUNSEL

    Total calculated
    $268,405
    From this org
    $229,016
    From related orgs
    $0
    Other
    $39,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,150
    Bonus
    $26,506
    Other
    $360
    Deferred
    $15,388
    Nontaxable benefits
    $24,001
    Filer's total
    $268,405

  • Joanne Alig

    SR VP PUBLIC POLICY

    Total calculated
    $267,151
    From this org
    $248,382
    From related orgs
    $0
    Other
    $18,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,200
    Bonus
    $33,630
    Other
    $552
    Deferred
    $17,136
    Nontaxable benefits
    $1,633
    Filer's total
    $267,151

  • Ann Zenk

    VP WORKFORCE & CLINICAL

    Total calculated
    $212,470
    From this org
    $185,394
    From related orgs
    $0
    Other
    $27,076
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,310
    Bonus
    $1,500
    Other
    $1,584
    Deferred
    $14,584
    Nontaxable benefits
    $12,492
    Filer's total
    $212,470

  • Nadine Allen

    CHIEF QUALITY OFFICER

    Total calculated
    $174,356
    From this org
    $127,922
    From related orgs
    $0
    Other
    $46,434
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,017
    Bonus
    $1,500
    Other
    $405
    Deferred
    $10,500
    Nontaxable benefits
    $35,934
    Filer's total
    $174,356

  • Karoline Hofer

    VP ADVOCACY

    Total calculated
    $193,792
    From this org
    $157,290
    From related orgs
    $0
    Other
    $36,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,574
    Bonus
    $14,500
    Other
    $216
    Deferred
    $11,825
    Nontaxable benefits
    $24,677
    Filer's total
    $193,792

  • Jon Hoelter

    DIR. OF FEDERAL & STATE RELATIONS

    Total calculated
    $153,577
    From this org
    $118,727
    From related orgs
    $0
    Other
    $34,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,296
    Bonus
    $1,500
    Other
    $1,931
    Deferred
    $9,645
    Nontaxable benefits
    $25,205
    Filer's total
    $153,577

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PAYS SOCIAL CLUB DUES FOR BOTH KYLE O'BRIEN AND ERIC BORGERDING IN THE AMOUNTS OF $2,960 EACH AND ARE A TAXABLE BENEFIT.
PART I, LINE 4B
THE ORGANIZATION HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2022 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $220,997 TO THE PLAN FOR ERIC BORGERDING.

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.

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.

  • THE WHA FOUNDATION INC

    501(C)(3) · TO SUPPORT WISCONSIN HOSPITAL ASSOCIATION, INC. · WI · controlled entity

    Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC

  • WISCONSIN HOSPITALS CONDUIT

    527 · POLITICAL ADVOCACY · WI · controlled entity

    Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC

  • HEALTHY WISCONSIN ALLIANCE INC

    501(C)(4) · HOSPITAL AND HEALTH CARE ADVOCACY · WI · controlled entity

    Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WHA INFORMATION CENTER LLC

    COLLECT, PROCESS, AND DISSEMINATE DATA · WI · income $1,848,990 · assets $4,126,150

    Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC

Related corporations and trusts

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

  • WHA FINANCIAL SOLUTIONS INC

    C · TECHNICAL HOSPITAL CONSULTING · WI · 100% owned · share of assets $302,308 · controlled entity

    Directly controlled by WISCONSIN HOSPITAL ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202323059349300712

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