Form 990 for tax year 2022
Filed by FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $1,200,599
- Total expenses
- $923,322
- Contributions and grants received
- $810,609
- Grants paid
- $467,680
- Program service revenue
- $0
- Investment income
- $364,304
- Other revenue
- $25,686
- Total assets, end of year
- $10,998,340
- Total liabilities, end of year
- $675,071
- Net assets or fund balances, end of year
- $10,323,269
- Program services expenses (Part IX)
- $467,680
- Management and general expenses
- $156,456
- Fundraising expenses
- $299,186
- Program service expenses (Part III)
- $467,680
Program services were 50.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
LUX TERESA
DIRECTOR & CMH PRESIDENT
- Total calculated
- $861,344
- From this org
- $0
- From related orgs
- $736,401
- Other
- $124,943
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $424,095 related
- Bonus
- $0 + $199,668 related
- Other
- $0 + $112,638 related
- Deferred
- $0 + $110,037 related
- Nontaxable benefits
- $0 + $14,906 related
- Filer's total
- $0 + $861,344 related
-
BABUSUKUMAR UMESH MD
DIRECTOR (START JUL22)
- Total calculated
- $0
- Hours/week
- 1
-
BROWN CARL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVIS MARK J
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DORAN DAVID
DIRECTOR (START JUL22)
- Total calculated
- $0
- Hours/week
- 1
-
FINERTY JOHN JR
DIRECTOR (START JUL22)
- Total calculated
- $0
- Hours/week
- 1
-
HINTON DAWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KOMAS RONALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GLYNN MICHELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAUER MICHAEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MAYS CEDRIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MOORE MICHAEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NEU HARVEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PULVERMACHER JANINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RECHLICZ CHRISTOPHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SHEPHERD DENNIS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WICK JERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BECKER BRYAN
DIRECTOR & BOD V CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
TEMPLIN SUSAN
DIRECTOR & BOD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
VAN WINKLE GREGORY MD
DIRECTOR & BOD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
MALZEWSKI MICHAEL
TREASURER (TERM JUN23)
- Total calculated
- $395,741
- From this org
- $0
- From related orgs
- $352,212
- Other
- $43,529
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $256,759 related
- Bonus
- $0 + $67,118 related
- Other
- $0 + $28,335 related
- Deferred
- $0 + $20,750 related
- Nontaxable benefits
- $0 + $22,779 related
- Filer's total
- $0 + $395,741 related
-
MULLIGAN JESSICA
EXECUTIVE DIRECTOR
- Total calculated
- $211,557
- From this org
- $0
- From related orgs
- $169,956
- Other
- $41,601
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $130,359 related
- Bonus
- $0 + $31,362 related
- Other
- $0 + $8,235 related
- Deferred
- $0 + $9,215 related
- Nontaxable benefits
- $0 + $32,386 related
- Filer's total
- $0 + $211,557 related
-
FREIBERG KERRY
FORMER - OFFICER (VP COMM ENG)
- Total calculated
- $437,119
- From this org
- $0
- From related orgs
- $414,064
- Other
- $23,055
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $173,348 related
- Bonus
- $0 + $103,176 related
- Other
- $0 + $137,540 related
- Deferred
- $0 + $14,045 related
- Nontaxable benefits
- $0 + $9,010 related
- Filer's total
- $0 + $437,119 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 4B
- 457(F) DISTRIBUTIONS: FREIBERG, KERRY - $121,111 LUX, TERESA - $90,937 NON-QUALIFIED DISTRIBUTIONS: FREIBERG, KERRY - $12,897 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) 457(F) PLAN PARTICIPANTS: FREIBERG, KERRY LUX, TERESA NON-QUALIFIED PARTICIPANTS: FREIBERG, KERRY
- PART II, COLUMN (B)(II):
- BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID.
- PART II, COLUMN (B)(III):
- OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AND OTHER MISCELLANEOUS COMPENSATION.
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
-
COMMUNITY OUTPATIENT HEALTH SERVICES
$272,349
FINANCIAL SUPPORT
-
$41,832
FINANCIAL SUPPORT
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.
-
501 (C) (3) · MGMT SERVICES · WI
-
COMMUNITY MEMORIAL HOSPITAL OF MF
501 (C) (3) · HOSPITAL · WI
Directly controlled by FH INC
-
COMMUNITY OUTPATIENT HEALTH SERVICES
501 (C) (3) · OP/DENTAL SRV · WI
Directly controlled by CMH
-
ST JOSEPH'S COMMUNITY FOUNDATION
501 (C) (3) · HEALTH PROMO · WI
Directly controlled by SJH
-
FROEDTERT HOSPITAL FOUNDATION INC
501 (C) (3) · HEALTH PROMO · WI
Directly controlled by FMLH
-
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
501 (C) (3) · HOSPITAL · WI
Directly controlled by FH INC
-
ST JOSEPH'S COMMUNITY HOSPITAL INC
501 (C) (3) · HOSPITAL · WI
Directly controlled by FH INC
-
501 (C) (3) · HOSPITAL · WI
Directly controlled by FH INC
-
501 (C) (3) · HLTHCARE SRVS · WI
Directly controlled by FH INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441289349301919
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