Form 990 for tax year 2023
Filed by CALUMET AREA COMMUNITY HEALTH FOUNDATION INC.
Totals
- Total revenue
- $195,451
- Total expenses
- $122,120
- Contributions and grants received
- $18,555
- Grants paid
- $32,300
- Program service revenue
- $0
- Investment income
- $176,296
- Other revenue
- $600
- Total assets, end of year
- $7,119,132
- Total liabilities, end of year
- $58,231
- Net assets or fund balances, end of year
- $7,060,901
- Program services expenses (Part IX)
- $32,300
- Management and general expenses
- $89,820
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $32,300
Program services were 26.4% 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
$18,555
-
3 · Investment income
total $158,742
-
6a · Gross rents
real property $600
-
6c · Rental income or loss
real property $600
-
6d · Net rental income or loss
total $600
-
7a · Gross sales of assets other than inventory
securities $1,490,386 · other assets $50,000
-
7b · Less cost or other basis and sales expenses
securities $1,489,527 · other assets $33,305
-
7c · Gain or loss
securities $859 · other assets $16,695
-
7d · Net gain or loss
total $17,554
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $32,300 · program services $32,300
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $20,175 · management and general $20,175
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $1,526 · management and general $1,526
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $12,110 · management and general $12,110
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $50,206 · management and general $50,206
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $1,197 · management and general $1,197
-
13 · Office expenses
total $240 · management and general $240
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $1 · management and general $1
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Insurance
total $2,356 · management and general $2,356
-
24b · Other expenses: License Permits
total $40 · management and general $40
-
24c · Other expenses: Telephone
total $1,969 · management and general $1,969
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $168,069 · end of year $182,392
-
2 · Savings and temporary cash investments
beginning of year $227,533 · end of year $392,616
-
9 · Prepaid expenses and deferred charges
beginning of year $1,161 · end of year $1,195
-
10a · Land, buildings and equipment: cost or other basis
$249,328
-
10b · Land, buildings and equipment: accumulated depreciation
$46,425
-
10c · Land, buildings and equipment, net
beginning of year $236,208 · end of year $202,903
-
11 · Investments: publicly traded securities
beginning of year $5,271,117 · end of year $6,340,026
-
17 · Accounts payable and accrued expenses
beginning of year $960 · end of year $2,401
-
18 · Grants payable
beginning of year $54,000 · end of year $54,000
-
25 · Other liabilities
beginning of year $2,884 · end of year $1,830
-
27 · Net assets without donor restrictions
beginning of year $5,823,895 · end of year $7,038,054
-
28 · Net assets with donor restrictions
beginning of year $22,349 · end of year $22,847
Mission and programs · 2023
Mission
To promote the health, welfare and health related education which directly or indirectly support and benefit Calumet Medical Center and the health of citizens residing within the Chilton, New Holstein, Kiel, Hilbert, Potter, Stockbridge and Brillion zip codes.
-
See Annual Report for Program Achievements
Expenses $32,300
As filed on the 2023 return.
Listed in Part VII
-
Glen Calnin
President
- Total calculated
- $20,700
- From this org
- $20,700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Travis Pitzen
Director
- Total calculated
- $0
- Hours/week
- 2
-
Kim Rietbrock
Director
- Total calculated
- $0
- Hours/week
- 2
-
Anthony Sweere
Director
- Total calculated
- $0
- Hours/week
- 2
-
Judith Strodthoff
Director
- Total calculated
- $0
- Hours/week
- 2
-
TJ Friederichs
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Joe Mathes
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Gene Tipler MD
Secretary
- Total calculated
- $0
- Hours/week
- 2
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
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.
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170b1Aiii · HOSPITAL · WI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500439349300905
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