WISCONSIN HOSPITAL ASSOCIATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN HOSPITAL ASSOCIATION INC (EIN 39-0969552)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349309431
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T14:43:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390969552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HOSPITAL ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082741820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 RESEARCH PARK DRIVE | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC BORGERDING | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6082741820 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | BORGERDING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE WEBBER | PreparerPersonNm |
| PTIN | P01396395 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC BORGERDING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 RESEARCH PARK DRIVE | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,229,330 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WHA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATING FOR ITS MEMBERS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO WI COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $49,314 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $48,314 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $101,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,178,589 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,408,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,370,710 | CYProgramServiceRevenueAmt |
| PY Investment Income | $585,783 | PYInvestmentIncomeAmt |
| CY Investment Income | $205,315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $496,266 | PYOtherRevenueAmt |
| CY Other Revenue | $467,873 | CYOtherRevenueAmt |
| PY Total Revenue | $10,592,014 | PYTotalRevenueAmt |
| CY Total Revenue | $13,222,487 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,646,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,821,487 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,308,367 | PYOtherExpensesAmt |
| CY Other Expenses | $7,117,816 | CYOtherExpensesAmt |
| PY Total Expenses | $9,955,059 | PYTotalExpensesAmt |
| CY Total Expenses | $12,939,303 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $636,955 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $283,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,231,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,577,500 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,553,171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,971,650 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,678,437 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,605,850 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN POTTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082741820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 RESEARCH PARK DRIVE | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ERIC BORGERDING | |||||||||
| PRESIDENT & DIRECTOR | 40.00 | 2.00 | Yes (X) | Yes (X) | $928,696 | $0 | $255,392 | ||
| JEFF BARD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY MCKEVETT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE SCHAFER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE KULICK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW HEYWOOD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE JACOBSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS WOLESKE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY BETH WHITE - JACOBS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN TURNEY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY TROY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNIE SHERRY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA SCHNEDLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN KAPLAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW BAGNALL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HARTBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL DEGROOT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN LINDBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS POTTS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK THOMPSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF BAHR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT JAMES VAN MEETEREN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THERESE PANDL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD HARDING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAMOND BOATWRIGHT | |||||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN RUSSELL | |||||||||
| CHAIR ELECT | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MEYER | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MONICA HILT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP STUART | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN POTTER | |||||||||
| SENIOR VP, FINANCE/COO | 40.00 | 1.50 | Yes (X) | $283,148 | $0 | $20,820 | |||
| MATTHEW STANFORD | |||||||||
| GENERAL COUNSEL | 40.00 | $201,428 | $0 | $36,264 | Yes (X) | ||||
| KYLE O'BRIEN | |||||||||
| SENIOR VP, GOVERNMENT RELATIONS | 40.00 | $224,256 | $0 | $36,606 | Yes (X) | ||||
| ANN ZENK | |||||||||
| VP WORKFORCE & CLINICAL | 40.00 | $159,177 | $0 | $25,948 | Yes (X) | ||||
| KAROLINE HOFER | |||||||||
| VP ADVOCACY | 40.00 | $140,408 | $0 | $25,816 | Yes (X) | ||||
| BETH DIBBERT | |||||||||
| CHIEF QUALITY OFFICER | 40.00 | $176,053 | $0 | $34,192 | Yes (X) | ||||
| JOANNE ALIG | |||||||||
| SR VP PUBLIC POLICY | 40.00 | $224,206 | $0 | $17,620 | Yes (X) | ||||
| LAURA ROSE | |||||||||
| VP POLICY DEVELOPMENT | 40.00 | $153,568 | $0 | $38,292 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,490,940 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $490,950 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEARTLAND BUSINESS SYSTEMS | |||||
| PO BOX 856846 | MINNEAPOLIS | MN | 55485 | BUSINESS SYSTEMS SERVICES | $251,108 |
| NORTH AMERICAN MECHANICAL INC | |||||
| 4401 STATE ROAD 19 | WINDSOR | WI | 53598 | HVAC SERVICES | $116,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,878,589 | GovernmentGrantsAmt |
| All Other Contributions | $300,000 | AllOtherContributionsAmt |
| Total Contributions | $4,178,589 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $4,816,236 | $4,816,236 |
| DATA REVENUE | 518210 | $2,225,110 | $2,225,110 |
| CONTRACTED SERVICES | 541610 | $588,999 | $588,999 |
| QUALITY INITIATIVE REVENUE | 611430 | $432,967 | $432,967 |
| EDUCATIONAL PROGRAMS | 611430 | $10,325 | $10,325 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $297,073 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,370,710 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,535 | TotalRevenueColumnAmt |
| Exclusion | $258,535 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,197 | TotalRevenueColumnAmt |
| Exclusion | $378,197 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $188,794 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,990 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,804 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,804 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $49,314 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,490 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,849,633 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,902,853 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$53,220 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,220 | TotalRevenueColumnAmt |
| Exclusion | -$53,220 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,872 | TotalRevenueColumnAmt |
| Exclusion | $4,872 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,872 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,222,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,370,710 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,314 | UnrelatedBusinessRevenueAmt |
| Exclusion | $623,874 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,986,610 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798,119 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,407 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,191 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,160 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,081 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,152 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,581 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,852 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,932 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,918 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,102 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,152 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,213 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,542 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,742 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,099 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SPECIAL PROJECTS | $4,682,637 |
| ADMINISTRATIVE EXPENSES | $153,661 |
| COMMITTEES AND COUNCILS | $15,589 |
| STAFF TRAINING AND RELA | $15,563 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,939,303 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,567 | BOYAmt |
| EOY | $333,680 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,425,791 | BOYAmt |
| EOY | $2,002,902 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,977 | BOYAmt |
| EOY | $736,368 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,478 | BOYAmt |
| EOY | $280,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,797,169 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,266,893 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,614,276 | BOYAmt |
| EOY | $4,530,276 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,468,708 | BOYAmt |
| EOY | $12,769,582 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,644 | BOYAmt |
| EOY | $667,249 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,167 | BOYAmt |
| EOY | $256,927 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,231,608 | BOYAmt |
| EOY | $21,577,500 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,978 | BOYAmt |
| EOY | $432,712 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,679 | BOYAmt |
| EOY | $90,836 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,347 | BOYAmt |
| EOY | $2,191,175 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,167 | BOYAmt |
| EOY | $256,927 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,553,171 | BOYAmt |
| EOY | $2,971,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,678,437 | BOYAmt |
| EOY | $18,605,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,678,437 | BOYAmt |
| EOY | $18,605,850 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,231,608 | BOYAmt |
| EOY | $21,577,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $283,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $792,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$148,395 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $835,000 | OtherCostOrOtherBasisAmt |
| Book Value | $835,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,248,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,157 | DepreciationAmt |
| Book Value | $2,952,117 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $532,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,358 | DepreciationAmt |
| Book Value | $389,246 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,181,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,827,378 | DepreciationAmt |
| Book Value | $353,913 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,530,276 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $256,927 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $256,927 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC BORGERDING | ||||||||||||||
| PRESIDENT & DIRECTOR | $700,000 | $0 | $211,500 | $0 | $17,196 | $0 | $231,760 | $0 | $23,632 | $0 | $1,184,088 | $0 | $0 | $0 |
| BRIAN POTTER | ||||||||||||||
| SENIOR VP, FINANCE/COO | $240,000 | $0 | $37,500 | $0 | $5,648 | $0 | $19,200 | $0 | $1,620 | $0 | $303,968 | $0 | $0 | $0 |
| KYLE O'BRIEN | ||||||||||||||
| SENIOR VP, GOVERNMENT RELATIONS | $195,000 | $0 | $25,500 | $0 | $3,756 | $0 | $16,000 | $0 | $20,606 | $0 | $260,862 | $0 | $0 | $0 |
| JOANNE ALIG | ||||||||||||||
| SR VP PUBLIC POLICY | $198,154 | $0 | $25,500 | $0 | $552 | $0 | $16,000 | $0 | $1,620 | $0 | $241,826 | $0 | $0 | $0 |
| MATTHEW STANFORD | ||||||||||||||
| GENERAL COUNSEL | $178,040 | $0 | $19,804 | $0 | $3,584 | $0 | $14,643 | $0 | $21,621 | $0 | $237,692 | $0 | $0 | $0 |
| BETH DIBBERT | ||||||||||||||
| CHIEF QUALITY OFFICER | $147,196 | $0 | $16,788 | $0 | $12,069 | $0 | $12,230 | $0 | $21,962 | $0 | $210,245 | $0 | $0 | $0 |
| LAURA ROSE | ||||||||||||||
| VP POLICY DEVELOPMENT | $150,552 | $0 | $1,500 | $0 | $1,516 | $0 | $12,231 | $0 | $26,061 | $0 | $191,860 | $0 | $0 | $0 |
| ANN ZENK | ||||||||||||||
| VP WORKFORCE & CLINICAL | $156,145 | $0 | $2,000 | $0 | $1,032 | $0 | $12,545 | $0 | $13,403 | $0 | $185,125 | $0 | $0 | $0 |
| KAROLINE HOFER | ||||||||||||||
| VP ADVOCACY | $130,250 | $0 | $10,000 | $0 | $158 | $0 | $10,420 | $0 | $15,396 | $0 | $166,224 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS SOCIAL CLUB DUES FOR BOTH KYLE O'BRIEN AND ERIC BORGERDING IN THE AMOUNTS OF $2,279 EACH AND ARE A TAXABLE BENEFIT. |
| PART I, LINE 4B | THE ORGANIZATION HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2020 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $208,960 TO THE PLAN FOR ERIC BORGERDING. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 GAIN ON INVESTMENT IN PHYSICIAN COMPASS, INC. -142,823. EQUITY IN EARNINGS OF SUBSIDIARIES -5,572. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHA INFORMATION CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 RESEARCH PARK DRIVE | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | COLLECT, PROCESS, AND DISSEMINATE DATA | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $2,507,011 | TotalIncomeAmt |
| End Of Year Assets | $4,261,273 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HOSPITAL ASSOCIATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) |
| WISCONSIN HOSPITALS CONDUIT | ||||||||||
| 5510 RESEARCH PARK DRIVE | FITCHBURG | WI | 53711 | 391760770 | POLITICAL ADVOCACY | WI | 527 | WISCONSIN HOSPITAL ASSOCIATION INC | Yes (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 | Yes (1) | |
| 2-1-1 WISCONSIN INC | ||||||||||
| 2059 ATWOOD AVENUE | MADISON | WI | 53704 | 201376669 | HEALTH AND HUMAN SERVICES INFORMATION AND RESOURCES | WI | 501(C)(3) | LINE 12A, I | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WHA FINANCIAL SOLUTIONS INC | |||||||||||||
| 5510 RESEARCH PARK DRIVE | FITCHBURG | WI | 53711 | 391389990 | TECHNICAL HOSPITAL CONSULTING | WI | WISCONSIN HOSPITAL ASSOCIATION INC | C | $650 | $317,237 | 1.00000 | Yes (1) | |
| PHYSICIAN COMPASS INC | |||||||||||||
| 5510 RESEARCH PARK DRIVE | FITCHBURG | WI | 53711 | 473508182 | DATA REPORTING | WI | C | $495,420 | $643,453 | 0.50000 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE WHA FOUNDATION INC | ||
| Q | $65,864 | BOOK VALUE |
| THE WHA FOUNDATION INC | ||
| C | $300,000 | BOOK VALUE |
| HEALTHY WISCONSIN ALLIANCE INC | ||
| B | $200,000 | BOOK VALUE |