2025-06-30T12:52:57-05:00 2024-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 390969552 WISCONSIN HOSPITAL ASSOCIATION INC WISC 6082741820 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 ERIC BORGERDING PRESIDENT & CEO 6082741820 2025-06-11 1 1 QUINN DUGAN P02267768 6082741980 2025-06-11 2024 2025-03-06 01:10:19Z ERIC BORGERDING 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 12298224 0 X WWW.WHA.ORG X 1959 WI ADVOCATING FOR ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WI COMMUNITIES. 22 21 31 33 106548 105548 186500 174235 8965481 9067414 507428 644247 266275 518080 9925684 10403976 0 100000 0 0 5735171 5892708 0 0 0 3627963 3683449 9363134 9676157 562550 727819 22925827 25617422 3591285 4612558 19334542 21004864 X THE WISCONSIN HOSPITAL ASSOCIATION, INC.'S (WHA) MISSION IS ADVOCATING FOR THE ABILITY OF ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WISCONSIN COMMUNITIES.THE ASSOCIATION FULFILLS THIS MISSION THROUGH THE FOLLOWING VALUES: ADVOCACY AND REPRESENTATION IS WHA'S HIGHEST PRIORITY; ADVOCATING FOR THE IDENTIFICATION AND IMPLEMENTATION OF INITIATIVES THAT CONTRIBUTE TO IMPROVED COMMUNITY HEALTH; SERVING AS A FORUM TO DISCUSS DIVERSE POINTS OF VIEW AND SEEK CONSENSUS ON HOW BEST TO MEET SOCIETAL AND MEMBER NEEDS; PROVIDING EDUCATION AND TRAINING ON ISSUES RELATING TO REGULATORY COMPLIANCE, MANAGEMENT, CLINICAL IMPROVEMENT, AND OTHER MATTERS THAT ENABLE MEMBERS TO ACHIEVE THEIR MISSIONS; TAKING A LEADERSHIP ROLE IN FOSTERING A CLIMATE OF COLLABORATION, RESPECT, AND INTERDEPENDENCY BETWEEN THE VARIOUS PROVIDERS OF HEALTH CARE; OFFERING VALUE ADDED SERVICES THAT MEET MEMBERSHIP NEEDS THROUGH THE ASSOCIATION AND ITS SUBSIDIARIES. 0 0 QUALITY INITIATIVE -WHA MAINTAINS A WEBSITE THAT PUBLICLY REPORTS MEASURES OF HOSPITAL QUALITY AND SAFETY. THE SITE REPORTS OVER 60 MEASURES FOR 128 HOSPITALS. RESULTS ARE UPDATED QUARTERLY, AND NEW MEASURES ARE ADDED ON AN ONGOING BASIS. WHA ALSO COORDINATES STATE-WIDE QUALITY IMPROVEMENT PROJECTS WITH MEMBER HOSPITALS. STAFF DELIVER IMPROVEMENT TRAINING CONTENT, PROVIDE ONE-ON-ONE COACHING AND COLLECT DATA FROM HOSPITALS TO TRACK PROGRESS. PUBLIC POLICY -WHA ADVOCATES AT THE STATE AND NATIONAL LEVEL ON POLICY ISSUES THAT AFFECT HOSPITALS ABILITIES TO CONTINUE TO MEET THEIR MISSION OF PROVIDING AFFORDABLE, ACCESSIBLE AND HIGH-QUALITY CARE IN THE COMMUNITIES THEY SERVE. COMMUNICATIONS AND EDUCATION -WHA PRODUCES A WEEKLY NEWSLETTER THAT IS DISTRIBUTED TO MORE THAN 2,000 PEOPLE, INCLUDING MEMBER HOSPITALS, STATE LEGISLATORS, MEMBERS OF THE CONGRESSIONAL DELEGATION, AND HEALTH CARE PROFESSIONALS. IN ADDITION, WHA STAFF COMMUNICATE DIRECTLY WITH MEMBER HOSPITALS THROUGH DIRECT VISITS AND ELECTRONIC COMMUNICATIONS. WHA WORKS DIRECTLY WITH THE MEDIA AND PROVIDES ACCESS TO EXPERTS IN THE AREA OF HEALTH CARE POLICY, REIMBURSEMENT, QUALITY AND SAFETY, WORKFORCE AND DATA.WHA HOLDS MORE THAN 50 EDUCATION EVENTS EACH YEAR FOCUSED ON ISSUES THAT ARE OF VITAL IMPORTANCE TO HOSPITALS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 13 0 31 1 1 1 0 0 0 0 0 1 0 X 22 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MOLLY WIEGEL 6082741820 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 ERIC BORGERDING PRESIDENT & DIRECTOR 40.00 2.00 X X 1304050 0 47859 JOHN RUSSELL CHAIR 1.00 0.50 X X 0 0 0 ROBERT JAMES VAN MEETEREN PAST CHAIR 1.00 X X 0 0 0 SUE ANDERSON DIRECTOR 1.00 X 0 0 0 AMRAN ANDRABI DIRECTOR 1.00 X 0 0 0 LUKE BEIRL DIRECTOR 1.00 X 0 0 0 JEFF BAHR DIRECTOR 1.00 X 0 0 0 JEFF BARD DIRECTOR 1.00 X 0 0 0 DANIEL DEGROOT DIRECTOR 1.00 X 0 0 0 MICHAEL DOLAN DIRECTOR 1.00 X 0 0 0 BRADLEY GROSETH DIRECTOR 1.00 X 0 0 0 DAVID HARTBERG DIRECTOR 1.00 X 0 0 0 MATTHEW HEYWOOD DIRECTOR 1.00 X 0 0 0 KRISTIN MCMANMON DIRECTOR 1.00 X 0 0 0 DEBRA RUDQUIST DIRECTOR 1.00 X 0 0 0 MIKE SCHAFER DIRECTOR 1.00 X 0 0 0 LISA SCHNEDLER DIRECTOR 1.00 X 0 0 0 TIM SIZE DIRECTOR 1.00 X 0 0 0 BRIAN STEPHENS DIRECTOR 1.00 X 0 0 0 TERESA THEILER DIRECTOR 1.00 X 0 0 0 SCOTT TURNER DIRECTOR 1.00 X 0 0 0 CHRIS WOLESKE DIRECTOR 1.00 X 0 0 0 BRIAN POTTER SENIOR VP, FINANCE/COO 40.00 1.50 X 165579 0 7035 MOLLY WIEGEL SENIOR VP, FINANCE/COO 40.00 1.50 X 0 0 0 KYLE O'BRIEN SENIOR VP, GOVERNMENT RELATIONS 40.00 X 311183 0 40413 MATTHEW STANFORD GENERAL COUNSEL 40.00 X 260300 0 41576 JOANNE ALIG SR VP PUBLIC POLICY 40.00 X 278163 0 21427 ANN ZENK VP WORKFORCE & CLINICAL 40.00 X 200189 0 31128 KAROLINE HOFER VP ADVOCACY 40.00 X 175087 0 38821 2694551 0 228259 7 0 1 0 HEARTLAND BUSINESS SYSTEMS PO BOX 856846 MINNEAPOLIS MN 55485 BUSINESS SYSTEMS SERVICES 330681 LAURA J LEITCH 4222 MANDAN CRESCENT MADISON WI 53711 LEGAL 212940 HEALTH MANAGMENT ASSOCIATES 2501 WOODLAKE CIRCLE OKEMOS MI 48864 LEGAL 124250 3 161860 12375 174235 MEMBERSHIP DUES 900099 5433753 5433753 DATA REVENUE 518210 2170101 2170101 QUALITY INITIATIVE REVENUE 611430 993875 993875 EDUCATIONAL PROGRAMS 611430 271794 271794 CONTRACTED SERVICES 541610 164506 164506 33385 33385 9067414 582689 582689 250000 250000 453206 193687 259519 259519 106548 152971 1762119 1700561 61558 61558 61558 8561 8561 8561 10403976 9067414 106548 1055779 100000 2177994 2406024 497450 541343 269897 231670 42000 67657 83189 373683 10464 204577 270351 227923 102064 472606 52919 236560 98992 SPECIAL PROJECTS 1165055 DUES AND LICENSES 43739 9676157 137150 132714 2416663 3267681 750710 880589 213952 189858 7640160 2721085 4781946 4919075 13745521 15034971 111474 119058 768411 1073476 22925827 25617422 599119 508348 264816 1155587 1958939 1875147 768411 1073476 3591285 4612558 X 19334542 21004864 19334542 21004864 22925827 25617422 X 727819 934918 7585 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 835000 835000 3708862 661309 3047553 1210176 412870 797306 1881122 1646906 234216 5000 5000 4919075 DEFERRED COMPENSATION 1073476 1073476 X PART X, LINE 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 0 THE WHA FOUNDATION INC 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 396125163 501C3 100000 0 SUPPORT 1 0 X 1 1 X X X X 0 1 0 ERIC BORGERDING PRESIDENT & DIRECTOR 1040928 0 242264 0 20858 0 8517 0 39342 0 1351909 0 0 0 KYLE O'BRIEN SENIOR VP, GOVERNMENT RELATIONS 272710 0 38257 0 216 0 19604 0 20809 0 351596 0 0 0 MATTHEW STANFORD GENERAL COUNSEL 225800 0 34140 0 360 0 17408 0 24168 0 301876 0 0 0 JOANNE ALIG SR VP PUBLIC POLICY 232879 0 44252 0 1032 0 18534 0 2893 0 299590 0 0 0 ANN ZENK VP WORKFORCE & CLINICAL 197105 0 1500 0 1584 0 15780 0 15348 0 231317 0 0 0 KAROLINE HOFER VP ADVOCACY 172371 0 2500 0 216 0 14160 0 24661 0 213908 0 0 0 BRIAN POTTER SENIOR VP, FINANCE/COO 132517 0 32182 0 880 0 5835 0 1200 0 172614 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS SOCIAL CLUB DUES FOR BOTH KYLE O'BRIEN AND ERIC BORGERDING IN THE AMOUNTS OF $3,812 EACH AND ARE A TAXABLE BENEFIT. PART I, LINE 4B THE ORGANIZATION HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2024 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $238,350 TO THE PLAN FOR ERIC BORGERDING, $10,000 FOR BRIAN POTTER, $30,000 FOR KYLE O'BRIAN, AND $15,000 FOR MATTHEW STANFORD. FORM 990, PART VI, SECTION A, LINE 6 WISCONSIN HOSPITAL ASSOCIATION IS A 501(C)(6) ASSOCIATION WITH MEMBERS. THE ASSOCIATION'S MEMBERSHIP IS COMPRISED OF TWO CLASSES OF MEMBERS, PROVIDER AND CORPORATE. PROVIDER MEMBERSHIP INCLUDES THE FOLLOWING TYPES OF ORGANIZATIONS: HOSPITALS, BOTH GENERAL AND SPECIAL, THAT ARE LICENSED BY THE STATE OF WISCONSIN, VA HOSPITALS, AND OTHER HEALTH CARE FACILITIES DESIGNATED BY THE BOARD OF DIRECTORS; HEALTH CARE SYSTEMS THAT GOVERN, OWN OR CONTROL ONE OR MORE HOSPITALS; AND OTHER ORGANIZATIONS DESIGNATED BY THE BOARD OF DIRECTORS, PROVIDED THAT THE BOARD DETERMINES THAT MEMBERSHIP OF SUCH OTHER ORGANIZATION IS CONSISTENT WITH THE MISSION AND VISION OF THE ASSOCIATION. CORPORATE MEMBERS MAY INCLUDE INDIVIDUALS OR COMPANIES IN THE FIELDS OF LAW, ACCOUNTING, BANKING, ARCHITECTURE, AND OTHER PROFESSIONALS THAT PROVIDE SERVICES TO HEALTH CARE PROVIDERS IN WISCONSIN AND OTHER STATES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERSHIP OF THE ASSOCIATION HAS THE RIGHT TO ELECT REGIONAL DIRECTORS OF THEIR RESPECTIVE REGIONS ON THE ASSOCIATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP OF THE ASSOCIATION HAS THE POWER TO APPROVE THE FOLLOWING: ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE ASSOCIATION; ANY AMENDMENTS TO THE BYLAWS OF THE ASSOCIATION TO INCREASE OR DECREASE THE NUMBER OF VOTES REQUIRED FOR AN ACTION; ANY SALE, LEASE, EXCHANGE OR DISPOSAL OF ALL OR SUBSTANTIALLY ALL OF THE ASSOCIATION'S PROPERTY; AND APPROVAL OF THE DISSOLUTION OF THE ASSOCIATION AND DISTRIBUTION OF ITS NET ASSETS IN ACCORDANCE WITH APPLICABLE LAW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND FULL BOARD OF DIRECTORS PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY DIRECTORS AND EMPLOYEES SIGN OFF ON A CODE OF ETHICS CONSENT FORM OF WHICH THE CONFLICT OF INTEREST POLICY IS A PART. EMPLOYEES ARE REQUIRED TO SEEK THE ADVICE OF MANAGEMENT TO DETERMINE IF THEY HAVE A CONFLICT OF INTEREST AND SEEK REVIEW FROM THEIR MANAGER OR THE HUMAN RESOURCE DEPARTMENT. DIRECTORS WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST ARE RECUSED FROM DISCUSSION AND VOTING ON THE MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE COMPANY REVIEWS JOB DUTIES AND COMPENSATION ANNUALLY FOR ALL POSITIONS. THE WISCONSIN HOSPITAL ASSOCIATION'S COMPENSATION COMMITTEE APPROVES OF EXECUTIVE COMPENSATION ANNUALLY AND SIGNS OFF ON THE REBUTTABLE PRESUMPTION STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARIES 7,585. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM THE PRIOR YEAR. WHA INFORMATION CENTER LLC 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 COLLECT, PROCESS, AND DISSEMINATE DATA WI 2617991 4896775 WISCONSIN HOSPITAL ASSOCIATION INC THE WHA FOUNDATION INC 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 396125163 TO SUPPORT WISCONSIN HOSPITAL ASSOCIATION, INC. WI 501(C)(3) LINE 12A, I WISCONSIN HOSPITAL ASSOCIATION INC 1 WISCONSIN HOSPITALS CONDUIT 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 391760770 POLITICAL ADVOCACY WI 527 WISCONSIN HOSPITAL ASSOCIATION INC 1 HEALTHY WISCONSIN ALLIANCE INC 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 203809620 HOSPITAL AND HEALTH CARE ADVOCACY WI 501(C)(4) WISCONSIN HOSPITAL ASSOCIATION INC 1 WHA FINANCIAL SOLUTIONS INC 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 391389990 TECHNICAL HOSPITAL CONSULTING WI WISCONSIN HOSPITAL ASSOCIATION INC C 14840 315071 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 THE WHA FOUNDATION INC Q 73906 COST THE WHA FOUNDATION INC B 100000 CASH