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← ASCENSION WISCONSIN FOUNDATION INC

Form 990 for tax year 2022

Filed by ASCENSION WISCONSIN FOUNDATION INC.

Totals

Total revenue
$7,742,237
Total expenses
$8,082,662
Contributions and grants received
$6,152,108
Grants paid
$5,840,474
Program service revenue
$875,689
Investment income
$850,086
Other revenue
-$135,646
Total assets, end of year
$42,020,804
Total liabilities, end of year
$562,486
Net assets or fund balances, end of year
$41,458,318
Program services expenses (Part IX)
$6,048,282
Management and general expenses
$227,011
Fundraising expenses
$1,807,369
Program service expenses (Part III)
$6,048,282

Program services were 74.8% 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.

  • 1c · Fundraising events

    $361,820

  • 1d · Related organizations

    $3,321,938

  • 1f · All other contributions, gifts and grants

    $2,468,350

  • 1g · Noncash contributions included above

    $12,855

  • 2a · Program service revenue: SERVICES TO AFFILIATES

    total $875,689 · related or exempt $875,689

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $818,410 · excluded $818,410

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $3,219,785

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

    securities $3,188,109

  • 7c · Gain or loss

    securities $31,676 · other assets $0

  • 7d · Net gain or loss

    total $31,676 · excluded $31,676

  • 8a · Fundraising events: gross income

    $103,600

  • 8a · Fundraising events: contributions included on line 1c

    $361,820

  • 8b · Fundraising events: direct expenses

    $242,741

  • 8c · Net income from fundraising events

    total -$139,141 · excluded -$139,141

  • 11a · Other revenue: ESCHEATMENT REVENUE

    total $3,495 · related or exempt $3,495

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $3,495

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,787,325 · program services $5,787,325

  • 2 · Grants to domestic individuals

    total $53,149 · program services $53,149

  • 11f · Fees: investment management

    total $118,415 · management and general $118,415

  • 11g · Fees: other

    total $30,000 · program services $0 · management and general $0 · fundraising $30,000

  • 12 · Advertising and promotion

    total $143,830 · fundraising $143,830

  • 13 · Office expenses

    total $97,711 · program services $644 · management and general $17,698 · fundraising $79,369

  • 16 · Occupancy

    total $261 · management and general $261

  • 17 · Travel

    total $19,374 · fundraising $19,374

  • 19 · Conferences, conventions and meetings

    total $27,966 · fundraising $27,966

  • 22 · Depreciation, depletion and amortization

    total $195 · program services $19 · management and general $10 · fundraising $166

  • 24a · Other expenses: WAGE & BENEFIT ALLOCATION

    total $1,681,536 · program services $168,154 · management and general $84,077 · fundraising $1,429,305

  • 24b · Other expenses: OTHER COMMUNITY BENEFITS

    total $32,311 · program services $32,311

  • 24c · Other expenses: DUES

    total $11,344 · fundraising $11,344

  • 24d · Other expenses: FUNDRAISING ACTIVITIES

    total $9,218 · fundraising $9,218

  • 24e · All other expenses

    total $70,027 · program services $6,680 · management and general $6,550 · fundraising $56,797

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $4,104,822 · end of year $4,241,764

  • 3 · Pledges and grants receivable

    beginning of year $750 · end of year $44,513

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,574 · end of year $54,461

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

    $52,643

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

    $51,377

  • 10c · Land, buildings and equipment, net

    beginning of year $1,461 · end of year $1,266

  • 11 · Investments: publicly traded securities

    beginning of year $18,861,009 · end of year $0

  • 12 · Investments: other securities

    beginning of year $9,846,075

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $11,205,422 · end of year $37,678,800

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,299,420 · end of year $479,646

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $87,760 · end of year $82,840

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $12,581,317 · end of year $11,998,091

  • 28 · Net assets with donor restrictions

    beginning of year $30,066,616 · end of year $29,460,227

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Activities or mission (Part I)

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR COLUMBIA HEALTH SYSTEM, INC., SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.

  • THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ASCENSION WISCONSIN IS PREVENTING CANCER BEFORE IT HAPPENS THROUGH THE RECENT LAUNCH OF THE CANCER PREVENTION AND WELLNESS PROGRAM, THE FIRST OF ITS KIND IN THE STATE. THIS PROGRAM IS MADE POSSIBLE BY RISE AGAINST CANCER, A CAMPAIGN LED BY ASCENSION FOUNDATIONS OF WISCONSIN. WE SUPPORTED LOCAL CANCER CARE IN OUR ASCENSION FOX VALLEY, MILWAUKEE AND RACINE REGIONS. THE CANCER PREVENTION AND WELLNESS PROGRAM SAVES LIVES. AFTER HIGH-RISK PATIENTS ARE IDENTIFIED AND REFERRED TO THE PROGRAM, THEY WORK WITH A HIGHLY-SKILLED TEAM OF ASCENSION WISCONSIN PROVIDERS TO DEVELOP A CARE PLAN CONSISTING OF TARGETED SCREENINGS, TESTING, LIFESTYLE CHANGES AND FOLLOW-UP CARE. ACCORDING TO THE WORLD HEALTH ORGANIZATION, UP TO 50% OF CANCERS ARE PREVENTABLE. OUR CARE TEAM MEETS WITH HIGH-RISK INDIVIDUALS TO HELP PREVENT CANCER, PROVIDE EARLY DETECTION AND TREATMENT, AND REDUCE THE BURDEN OF CANCER IN OUR COMMUNITIES. RISE AGAINST CANCER SUPPORTS THE CANCER PREVENTION AND WELLNESS PROGRAM AT A LOCAL LEVEL, PROVIDING THE KIND OF CARE WE WANT FOR THOSE CLOSE TO US AND KEEPING THEM HEALTHY IN THEIR FIGHT AGAINST CANCER. THE KIND OF CARE WE ALL DESERVE. DONOR SUPPORT IS INTEGRAL TO DEVELOPING AND SUPPORTING THIS PROGRAM ACROSS ASCENSION WISCONSIN.

    Expenses $6,048,282 · Grants $5,840,474 · Revenue $879,184

As filed on the 2022 return.

Listed in Part VII

  • REGINALD NEWSON

    EX-OFFICIO

    Total calculated
    $480,249
    From this org
    $0
    From related orgs
    $435,729
    Other
    $44,520
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,658 related
    Bonus
    $0 + $108,900 related
    Other
    $0 + $22,171 related
    Deferred
    $0 + $15,857 related
    Nontaxable benefits
    $0 + $28,663 related
    Filer's total
    $0 + $480,249 related

  • RICHARD BUTLER

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT VANHIMBERGEN

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • VAL JOHNSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • AMY JUNKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY MUTZIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DON S LEE MD

    DIRECTOR

    Total calculated
    $308,294
    From this org
    $0
    From related orgs
    $270,141
    Other
    $38,153
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,934 related
    Bonus
    $0 + $29,521 related
    Other
    $0 + $1,686 related
    Deferred
    $0 + $17,354 related
    Nontaxable benefits
    $0 + $20,799 related
    Filer's total
    $0 + $308,294 related

  • GERARD RANDALL JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAY SCHAUER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JON CROWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KARLA A SCHULTZ

    EX-OFFICIO (END 11/2022)

    Total calculated
    $105,745
    From this org
    $0
    From related orgs
    $97,507
    Other
    $8,238
    Hours/week
    0 + 50 related

  • KATHY SZEFINSKI

    DIRECTOR (END 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • MARGADETTE DEMET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARVIN BYNUM III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE KOTECKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA GOLDEN MD

    DIRECTOR

    Total calculated
    $539,284
    From this org
    $0
    From related orgs
    $493,178
    Other
    $46,106
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,472 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $26,706 related
    Deferred
    $0 + $14,367 related
    Nontaxable benefits
    $0 + $31,739 related
    Filer's total
    $0 + $539,284 related

  • THOMAS F SCHMID

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS ZABJEK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM SCANLON JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW TYLER HANSELMAN

    CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (START 5/2023)

    Total calculated
    $682,503
    From this org
    $0
    From related orgs
    $634,732
    Other
    $47,771
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,659 related
    Bonus
    $0 + $120,000 related
    Other
    $0 + $124,073 related
    Deferred
    $0 + $18,015 related
    Nontaxable benefits
    $0 + $29,756 related
    Filer's total
    $0 + $682,503 related

  • JONATHAN SOHN

    FORMER OFFICER (END 9/2021)

    Total calculated
    $1,343,939
    From this org
    $0
    From related orgs
    $1,289,649
    Other
    $54,290
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,290 related
    Bonus
    $0 + $660,000 related
    Other
    $0 + $93,359 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $34,465 related
    Filer's total
    $0 + $1,343,939 related

  • NICHOLE M GLADNEY

    FORMER OFFICER (END 6/2018)

    Total calculated
    $139,008
    From this org
    $0
    From related orgs
    $126,195
    Other
    $12,813
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $114,042 related
    Bonus
    $0 + $11,643 related
    Other
    $0 + $510 related
    Deferred
    $0 + $8,377 related
    Nontaxable benefits
    $0 + $4,436 related
    Filer's total
    $0 + $139,008 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202421299349304002

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