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← FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION INC

Form 990 for tax year 2023

Filed by FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION INC.

Totals

Total revenue
$1,323,161
Total expenses
$952,897
Contributions and grants received
$776,089
Grants paid
$536,028
Program service revenue
$0
Investment income
$558,764
Other revenue
-$11,692
Total assets, end of year
$11,806,786
Total liabilities, end of year
$749,650
Net assets or fund balances, end of year
$11,057,136
Program services expenses (Part IX)
$536,028
Management and general expenses
$135,179
Fundraising expenses
$281,690
Program service expenses (Part III)
$536,028

Program services were 56.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ann Johnson

    Executive Director (Start Dec23)

    Total calculated
    $183,511
    From this org
    $0
    From related orgs
    $143,215
    Other
    $40,296
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,439 related
    Bonus
    $0 + $13,161 related
    Other
    $0 + $615 related
    Deferred
    $0 + $9,079 related
    Nontaxable benefits
    $0 + $31,217 related
    Filer's total
    $0 + $183,511 related

  • Bryan Becker

    Director & BOD V Chair

    Total calculated
    $0
    Hours/week
    1

  • Gregory Van Winkle MD

    Director & BOD Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jessica Mulligan

    Executive Director (Term Dec23)

    Total calculated
    $203,020
    From this org
    $0
    From related orgs
    $161,018
    Other
    $42,002
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,232 related
    Bonus
    $0 + $18,972 related
    Other
    $0 + $15,814 related
    Deferred
    $0 + $9,536 related
    Nontaxable benefits
    $0 + $32,466 related
    Filer's total
    $0 + $203,020 related

  • Nooriya Farheen

    Treasurer (Start Jul23)

    Total calculated
    $144,191
    From this org
    $0
    From related orgs
    $130,421
    Other
    $13,770
    Hours/week
    1 + 49 related

  • Susan Templin

    Director & BOD Chair

    Total calculated
    $0
    Hours/week
    1

  • Teresa Lux

    Director & CMH President

    Total calculated
    $820,753
    From this org
    $0
    From related orgs
    $688,727
    Other
    $132,026
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,266 related
    Bonus
    $0 + $113,523 related
    Other
    $0 + $126,938 related
    Deferred
    $0 + $116,644 related
    Nontaxable benefits
    $0 + $15,382 related
    Filer's total
    $0 + $820,753 related

  • Carl Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Catherine Jacobson

    Director (Start Jul23) & FTCH President/CEO

    Total calculated
    $6,191,269
    From this org
    $0
    From related orgs
    $5,872,993
    Other
    $318,276
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,711,053 related
    Bonus
    $0 + $1,915,129 related
    Other
    $0 + $2,246,811 related
    Deferred
    $0 + $280,978 related
    Nontaxable benefits
    $0 + $37,298 related
    Filer's total
    $0 + $6,191,269 related

  • Cedric Mays

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christopher Rechlicz

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Doran

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dawn Hinton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dennis Shepherd MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harvey Neu

    Director

    Total calculated
    $0
    Hours/week
    1

  • Janine Pulvermacher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jerry Wick

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Finerty Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark J Davis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Moore

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michelle Glynn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Umesh Babusukumar MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Malzewski

    Former - Officer (Treas)

    Total calculated
    $402,491
    From this org
    $0
    From related orgs
    $375,448
    Other
    $27,043
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,938 related
    Bonus
    $0 + $28,064 related
    Other
    $0 + $168,446 related
    Deferred
    $0 + $19,155 related
    Nontaxable benefits
    $0 + $7,888 related
    Filer's total
    $0 + $402,491 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 4a Severance or change-of-control payment
SEVERANCE: MALZEWSKI, MICHAEL - $141,825
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
457(F) DISTRIBUTIONS: JACOBSON, CATHERINE - $2,074,559 LUX, TERESA - $101,318 NON-QUALIFIED DISTRIBUTIONS: JACOBSON, CATHERINE - $167,475 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) 457(F) PLAN PARTICIPANTS: JACOBSON, CATHERINE LUX, TERESA NON-QUALIFIED PARTICIPANTS: JACOBSON, CATHERINE
Schedule J, Part I, Line 7
BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE FROEDTERT THEDACARE HEALTH SYSTEM BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME.
Schedule J, Part II, Column (B)(ii)
BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID.
Schedule J, Part II, Column (B)(iii)
OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AMOUNTS PAID IN LIEU OF 457(F) DEFERRED COMPENSATION PLAN CONTRIBUTIONS, 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349304019

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