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Nonprofiteer
← WISCONSIN HEALTH CARE ASSOCIATION INC

Form 990 for tax year 2022

Filed by WISCONSIN HEALTH CARE ASSOCIATION INC.

Totals

Total revenue
$1,962,160
Total expenses
$2,134,854
Contributions and grants received
$932,414
Grants paid
$0
Program service revenue
$961,498
Investment income
$439
Other revenue
$67,809
Total assets, end of year
$802,509
Total liabilities, end of year
$474,739
Net assets or fund balances, end of year
$327,770
Program services expenses (Part IX)
$1,755,801
Management and general expenses
$350,664
Fundraising expenses
$28,389
Program service expenses (Part III)
$1,755,801

Program services were 82.2% 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.

  • 1e · Government grants (contributions)

    $932,414

  • 2a · Program service revenue: MEMBER DUES

    total $610,415 · related or exempt $610,415

  • 2b · Program service revenue: CONFERENCE INCOME

    total $158,415 · related or exempt $158,415

  • 2c · Program service revenue: CONVENTION INCOME

    total $146,190 · related or exempt $146,190

  • 2d · Program service revenue: EDUCATIONAL SEMINARS

    total $46,478 · related or exempt $46,478

  • 3 · Investment income

    total $439 · related or exempt $439

  • 8a · Fundraising events: gross income

    $39,151

  • 8b · Fundraising events: direct expenses

    $24,027

  • 8c · Net income from fundraising events

    total $15,124

  • 11a · Other revenue: ADVERTISING

    total $26,663 · related or exempt $11,668 · unrelated business $14,995

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $26,022 · related or exempt $26,022

  • 11e · Other revenue, total

    $52,685

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $784,299 · program services $604,841 · management and general $159,201 · fundraising $20,257

  • 8 · Pension plan contributions

    total $46,268 · program services $35,681 · management and general $9,392 · fundraising $1,195

  • 9 · Other employee benefits

    total $79,517 · program services $61,323 · management and general $16,140 · fundraising $2,054

  • 10 · Payroll taxes

    total $51,719 · program services $39,885 · management and general $10,498 · fundraising $1,336

  • 11c · Fees: accounting

    total $10,991 · management and general $10,991

  • 11g · Fees: other

    total $93,602 · program services $6,080 · management and general $87,522

  • 13 · Office expenses

    total $24,243 · program services $18,696 · management and general $4,921 · fundraising $626

  • 14 · Information technology

    total $2,857 · management and general $2,857

  • 16 · Occupancy

    total $19,812 · program services $15,278 · management and general $4,022 · fundraising $512

  • 17 · Travel

    total $39,772 · program services $30,671 · management and general $8,074 · fundraising $1,027

  • 19 · Conferences, conventions and meetings

    total $111,698 · program services $111,698

  • 22 · Depreciation, depletion and amortization

    total $7,509 · program services $5,791 · management and general $1,524 · fundraising $194

  • 23 · Insurance

    total $8,177 · program services $6,306 · management and general $1,660 · fundraising $211

  • 24a · Other expenses: INSTRUCTION AND TESTING

    total $764,005 · program services $764,005

  • 24b · Other expenses: READERSHIP COSTS

    total $34,805 · program services $34,805

  • 24c · Other expenses: MISCELLANEOUS

    total $32,462 · program services $1,633 · management and general $30,305 · fundraising $524

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $17,523 · program services $13,513 · management and general $3,557 · fundraising $453

  • 24e · All other expenses

    total $5,595 · program services $5,595

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $116,730 · end of year $713,613

  • 2 · Savings and temporary cash investments

    beginning of year $326,626

  • 3 · Pledges and grants receivable

    end of year $3,508

  • 4 · Accounts receivable

    beginning of year $41,711 · end of year $65,378

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,600 · end of year $5,204

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

    $46,900

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

    $32,094

  • 10c · Land, buildings and equipment, net

    beginning of year $21,471 · end of year $14,806

  • 15 · Other assets

    beginning of year $69,754

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,629 · end of year $75,140

  • 19 · Deferred revenue

    beginning of year $12,799 · end of year $34,873

  • 21 · Escrow or custodial account liability

    beginning of year $69,754

  • 25 · Other liabilities

    end of year $364,726

  • 27 · Net assets without donor restrictions

    beginning of year $430,710 · end of year $327,770

Mission and programs · 2022

Mission

PROMOTE HIGHER BUSINESS STANDARDS AND BETTER BUSINESS METHODS IN THE LONG- TERM HEALTH CARE PROFESSION BY ENCOURAGING AND ADVANCING THE IMPORTANCE OF UNIFORMITY, COOPERATION, COMPLIANCE, AND EDUCATION IN THE DELIVERY OF HEALTH CARE SERVICES TO THE ELDERLY AND DISABLED.

  • WISCAREGIVER CAREERS IS A GRANT-FUNDED WORKFORCE DEVELOPMENT PROGRAM ADMINISTERED BY WHCA SINCE 2020. THE PROGRAM IS DESIGNED TO ADDRESS THE CERTIFIED NURSE AIDE (CNA) SHORTAGE IN WISCONSIN NURSING HOMES BY PROVIDING FREE CNA TRAINING, FREE CERTIFICATION TESTING, AND A 500 BONUS. IN 2022, WHCA SUCCESSFULLY CLOSED A 400,000 GRANT FROM THE WISCONSIN DEPARTMENT OF WORKFORCE DEVELOPMENT WHICH FUNDED THE PROGRAM FROM 2020-2022. ALSO IN 2022, WHCA BECAME SUB-GRANTEES ON A 6 MILLION CDC GRANT WHICH FUNDED THE PROGRAM FROM 2022-2024. MOST OF THE GRANT FUNDING IS PASSED THROUGH WHCA TO PARTICIPATING EMPLOYERS TO REIMBURSE THEM FOR THEIR TRAINING AND STAFF BONUS EXPENSES. WHCA RECEIVES REVENUE FROM THE CDC GRANT IN THE FORM OF A 41% OVERHEAD FEE CHARGED TO ALL STAFF HOURS COVERED BY THE GRANT.

    Expenses $932,414 · Grants $932,414 · Revenue $932,414

  • CONDUCT EDUCATIONAL SEMINARS THROUGHOUT THE STATE FOR MEMBER AND NON-MEMBER LONG-TERM CARE PERSONNEL DEALING WITH TOPICS SPECIFIC TO ALL ASPECTS OF THE PROVISION OF LONG-TERM HEALTH CARE TO THE STATE'S ELDERLY AND DISABLED POPULATION. ALL SEMINARS ARE APPROVED FOR THE RECEIPT OF CONTINUING EDUCATION CREDITS FOR ANY LICENSED PERSONNEL REQUIRED BY LAW TO MAINTAIN THEIR CREDENTIALS IN THEIR RESPECTIVE DISCIPLINE. PARTICIPANTS INCLUDE PERSONNEL FROM OVER 500 NURSING FACILITIES, ASSISTED LIVING FACILITIES, COMMUNITY BASED RESIDENTIAL CARE FACILITIES, AND RESIDENTIAL CARE APARTMENT COMPLEXES LOCATED THROUGHOUT THE STATE. THESE INDIVIDUALS SPECIALIZE IN ALL AREAS OF CARE AKIN TO AN INDIVIDUAL'S ACTIVITIES OF DAILY LIVING.

    Expenses $562,536 · Revenue $656,893

  • SPONSOR AN ANNUAL 2 DAY SPRING CONFERENCE AND EXPOSITION FOR LONG-TERM HEALTH CARE PROFESSIONALS AS WELL AS ANYONE INTERESTED IN NURSING CAREERS IN LONG-TERM HEALTH CARE. THE EVENT INCLUDES OVER 100 VENDORS OF LONG-TERM HEALTH CARE PRODUCTS AND SERVICES WHO EXHIBIT OR DEMONSTRATE THE LATEST IDEAS AND INNOVATION IN THE DELIVERY OF LONG-TERM HEALTH CARE SERVICES TO SOME 500 MEMBER AND NON-MEMBER PERSONNEL REPRESENTING OVER 300 LONG-TERM CARE/ASSISTED LIVING FACILITIES. EDUCATIONAL SEMINARS ARE ALSO PROVIDED AT THE EVENT FOR WHICH LICENSED PERSONNEL CAN ATTEND AND EARN CONTINUING EDUCATION CREDITS.

    Expenses $135,660 · Revenue $158,415

  • SPONSOR A 2 DAY ANNUAL FALL CONVENTION AND BUSINESS MEETING FOR ALL MEMBERS FOR THE PURPOSE OF REVIEWING AND ASSESSING THE ACTIVITIES OF THE PAST YEAR AS WELL AS APPROVING AN ANNUAL BUDGET FOR THE ENSUING YEAR. ADDITIONALLY, A NEW BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP, WHICH THEN ESTABLISHES A NEW SLATE OF OFFICERS. THE NEW BOARD WILL GENERALLY SET UP AND APPROVE AN OPERATIONAL AGENDA FOR THE COMING YEAR IN VIEW OF CURRENT AND PENDING LAWS AND REGULATIONS. EDUCATIONAL SEMINARS ARE ALSO PROVIDED AT THE EVENT, FOR WHICH LICENSED PERSONNEL CAN ATTEND AND QUALIFY FOR CONTINUING EDUCATIONAL CREDITS. NON-MEMBERS MAY ATTEND BUT ARE EXCLUDED FROM THE BUSINESS MEETING PORTION OF THE EVENT.

    Expenses $125,191 · Revenue $146,190

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

Listed in Part VII

  • Rick Abrams

    PRESIDENT/CE

    Total calculated
    $194,333
    From this org
    $179,209
    From related orgs
    $0
    Other
    $15,124
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,209
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,204
    Nontaxable benefits
    $7,920
    Filer's total
    $194,333

  • Jim Stoa

    DIR GOVT REL

    Total calculated
    $127,511
    From this org
    $121,115
    From related orgs
    $0
    Other
    $6,396
    Hours/week
    40

  • Kathryn Battiato

    VP WORKFORCE

    Total calculated
    $113,033
    From this org
    $103,966
    From related orgs
    $0
    Other
    $9,067
    Hours/week
    40

  • Pat Boyer

    DIR QUAL ADV

    Total calculated
    $107,918
    From this org
    $100,118
    From related orgs
    $0
    Other
    $7,800
    Hours/week
    40

  • David Mills - North Shore Hlth Care

    REPRESENT DI

    Total calculated
    $0

  • Dovie Mauer - Eden Senior Care

    PRESIDENT DI

    Total calculated
    $0

  • Izzy Weinberg - Champion Care

    PRESIDENT DI

    Total calculated
    $0

  • Stephanie Sherman - Carriage H Comp

    REP- NON PRO

    Total calculated
    $0

  • Stacy Kopp - Grand View Care Ctr

    PRESIDENT DI

    Total calculated
    $0

  • Dave Egan - Real Propety Health Fac

    PRESIDENT DI

    Total calculated
    $0

  • Jeff Schueller - North Shore Health

    REP - MULTI-

    Total calculated
    $0

  • Michael Jones - Willowcrest Health

    PRESIDENT DI

    Total calculated
    $0

  • Mitul Lindemann - Synergy Health

    REPRESENT DI

    Total calculated
    $0

  • Peggy Rahkonen - Twin Ports Health

    PRESIDENT DI

    Total calculated
    $0

  • Aaron Topper - Aa Healthcare

    REPRESENT DI

    Total calculated
    $0

  • Joe Simonich - Villa Maria Hlthreha

    PRESIDENT DI

    Total calculated
    $0

  • Kris Sprtel - Congregational Home

    REPRESENT DI

    Total calculated
    $0

  • Melissa Walthall - Parkview Home

    PRESIDENT DI

    Total calculated
    $0

  • Pat Lemire - M3 Insurance

    REP - BUS PT

    Total calculated
    $0

  • Dale Kelm - Birch Haven Sr Living

    REPRESENT DI

    Total calculated
    $0

  • Deb Klatkiewicz - Park Manor Ltd

    REPRESENT DI

    Total calculated
    $0

  • Bob Molitor - Alden Network

    REPRESENT DI

    Total calculated
    $0

  • Scott Frank - Oak Park Place

    REPRESENT DI

    Total calculated
    $0

  • Paul Fiscus - Maplewood Of Sauk Pra

    PRESIDENT DI

    Total calculated
    $0

  • Steve Kuranz - Hope Health Rehab

    BOARD PRESID

    Total calculated
    $0

  • Laura Holmstrom - Delavan Health Se

    REP-70 BEDS

    Total calculated
    $0

  • Lana Trocinski - Pine View Terrace

    REPRESENT DI

    Total calculated
    $0

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

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.

  • WHCA SERVICE CORPORATION INC

    PUB RELAT · WI

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349311216

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