CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC (EIN 39-1500075)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349305463
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T11:16:26-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13400 BISHOPS LANE SUITE 300 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391500075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HOSPITAL OF WISCONSIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 4142665420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1997 MS 900 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011997 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC A CADIEUX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4142665420 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN L PAUTSCH CPA | PreparerPersonNm |
| PTIN | P00034913 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.155.240.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 08:02:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C5DB9C78CC6D358BEC105BF24F28AE347207F73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C5DB9C78CC6D358BEC105BF24F28AE347207F73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MEG BRZYSKI NELSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1997 MS 900 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $208,105,622 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | SECURE FINANCIAL SUPPORT FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM AND ITS TAX EXEMPT AFFILIATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 980 | TotalVolunteersCnt |
| Total Gross UBI | $3,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,254,146 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,709,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,267,728 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,048,022 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$281,139 | PYOtherRevenueAmt |
| CY Other Revenue | -$441,109 | CYOtherRevenueAmt |
| PY Total Revenue | $42,240,735 | PYTotalRevenueAmt |
| CY Total Revenue | $37,316,371 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,815,670 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,396,845 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,187,217 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,309,830 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $17,296 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $142,015 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,691,876 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,486,577 | PYOtherExpensesAmt |
| CY Other Expenses | $3,469,074 | CYOtherExpensesAmt |
| PY Total Expenses | $27,506,760 | PYTotalExpensesAmt |
| CY Total Expenses | $30,317,764 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,733,975 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,998,607 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $625,234,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $698,387,712 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,363,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,742,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $599,870,804 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $667,645,236 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION, INC. IS A 501(C)(3) ORGANIZATION THAT EXISTS TO FUNDRAISE FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. AND ITS NOT-FOR-PROFIT AFFILIATES INCLUDING CHILDREN'S HOSPITAL OF WISCONSIN, INC., CHILDREN'S MEDICAL GROUP, INC., AND CHILDREN'S SERVICE SOCIETY OF WISCONSIN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,685,624 | ExpenseAmt |
| Grant | $6,685,624 | GrantAmt |
| Desc | IN COLLABORATION WITH CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("CHW OR "THE HOSPITAL") AND ITS AFFILIATES, CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION, INC. ("CHWF OR "THE FOUNDATION") RAISES FUNDS TO SUPPORT FREE OR BELOW-COST COMMUNITY PROGRAMS SUCH AS HEALTH EDUCATION, CHILD ABUSE PREVENTION, PARENTING EDUCATION AND INJURY PREVENTION PROGRAMS. FUNDING ALSO SUPPORTS SCHOOL BASED HEALTH CENTERS IN MILWAUKEE SCHOOLS, AND SUPPORTS SOCIAL SERVICES PROVIDED TO WISCONSIN CHILDREN AND FAMILIES BY CHILDREN'S SERVICE SOCIETY OF WISCONSIN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,225,875 | ExpenseAmt |
| Grant | $7,225,875 | GrantAmt |
| Desc | THE FOUNDATION PROVIDES RESOURCES ESSENTIAL TO SUPPORT THE OPERATIONS OF CHW. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,644,876 | ExpenseAmt |
| Grant | $4,644,876 | GrantAmt |
| Desc | IN COLLABORATION WITH CHW AND ITS AFFILIATES, THE FOUNDATION RAISES FUNDS TO SUPPORT INNOVATIVE NEW BIOMEDICAL, CLINICAL AND TRANSLATIONAL RESEARCH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,840,470 | ExpenseAmt |
| Grant | $3,840,470 | GrantAmt |
| Desc | PHILANTHROPIC SUPPORT RECEIVED BY THE FOUNDATION SUPPORTS CAPITAL EXPENDITURES SUCH AS FACILITIES EXPANSION, RENOVATION AND EQUIPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,840,470 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,840,470 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $22,396,845 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 50 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS SARAH KAFKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142661887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1997 MS 900 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011997 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JASON ALLEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E ARENBERG | |||||||||
| DIRECTOR/VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICK BOELTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN BUEHRLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY J CLEARY-REBHOLZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL COX | |||||||||
| DIRECTOR (CAME OFF BOARD IN 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRI DRURY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAQUEL FILMANOWICZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC H GORELICK MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $641,608 | $104,738 | |||
| KELLY GREBE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HAPP | |||||||||
| DIRECTOR (CAME OFF BOARD IN 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE HERD-BARBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY M HOSMER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER KALTENBACH | |||||||||
| DIRECTOR/CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TED D KELLNER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD S KUBALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVE LUCZAK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KARIM J MACLEOD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVE MARGOLIS MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JARED MASTERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M NOEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| UGO NWAGBARAOCHA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM OSTROM | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY J POLACHECK MD | |||||||||
| DIRECTOR (CAME OFF BOARD IN 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG W RENZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ANN RENZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROLANDO RODRIGUEZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY O ROTHMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S SHIELY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THELMA A SIAS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ELLEN B STANEK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CURT B TRAU | |||||||||
| DIRECTOR (CAME OFF BOARD IN 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LES J WEIL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WERNER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TEDDY WERNER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET TROY | |||||||||
| DIRECTOR/CHHS PRESIDENT | 0.00 | 40.00 | Yes (X) | $0 | $1,397,228 | $284,889 | |||
| MEG BRYSKI NELSON | |||||||||
| DIRECTOR/CDO & PRESIDENT FOUNDATION | 40.00 | 0.00 | Yes (X) | $48,833 | $304,107 | $72,229 | Yes (X) | ||
| SHEILA REYNOLDS | |||||||||
| SECRETARY (THROUGH JUNE 2016) | 0.00 | 40.00 | $0 | $431,489 | $52,139 | Yes (X) | |||
| MICHELLE METTNER | |||||||||
| SECRETARY (BEGINNING JUNE 2016) | 0.00 | 40.00 | $0 | $389,688 | $75,949 | Yes (X) | |||
| MARC CADIEUX | |||||||||
| TREASURER | 0.00 | 40.00 | $0 | $561,468 | $88,059 | Yes (X) | |||
| JEFFREY STEWART | |||||||||
| COO FOUNDATION | 40.00 | 0.00 | $256,755 | $0 | $49,195 | Yes (X) | |||
| MARTIN VOGEL | |||||||||
| VP PRINCIPAL GIFTS | 40.00 | 0.00 | $287,587 | $0 | $52,641 | Yes (X) | |||
| KELLY SACHSE | |||||||||
| SENIOR DIR, PLANNED GIVING | 40.00 | 0.00 | $179,120 | $0 | $35,367 | Yes (X) | |||
| CHAD HERSHNER | |||||||||
| SR DIRECTOR REG PHILANTHROPY | 40.00 | 0.00 | $144,615 | $0 | $28,813 | Yes (X) | |||
| JAY BLANKENSHIP | |||||||||
| DIR, DEVELOPMENT | 40.00 | 0.00 | $131,659 | $0 | $18,455 | Yes (X) | |||
| CHRISTINE BARANOUCKY | |||||||||
| VP DONOR ENGAGEMENT | 40.00 | 0.00 | $113,017 | $0 | $12,172 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,161,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,725,588 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $874,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHILDREN'S MIRACLE NETWORK | |||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | HOSPITAL AWARENESS NETWORK | $339,061 |
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | SOFTWARE LICENSING AND MAINTENANCE FEES | $252,571 |
| MACKAY SHIELDS LLC | |||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | INVESTMENT FEES | $213,566 |
| ROBERT W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT FEES | $154,243 |
| PROVIDENT TRUST COMPANY | |||||
| N16 W23217 STONE RIDGE DRIVE SUITE | WAUKESHA | WI | 53188 | INVESTMENT FEES | $135,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $314,645 | FederatedCampaignsAmt |
| Fundraising | $2,375,602 | FundraisingAmt |
| All Other Contributions | $18,019,211 | AllOtherContributionsAmt |
| Noncash Contributions | $325,749 | NoncashContributionsAmt |
| Total Contributions | $20,709,458 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,766,915 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,763,300 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,201,946 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $169,920,839 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,281,107 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,281,107 | TotalRevenueColumnAmt |
| Exclusion | $3,281,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $427,303 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,375,602 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $868,412 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$441,109 | TotalRevenueColumnAmt |
| Exclusion | -$441,109 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,316,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,603,298 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,396,845 | TotalAmt |
| Program Services | $22,396,845 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,372,522 | TotalAmt |
| Management And General | $369,076 | ManagementAndGeneralAmt |
| Fundraising | $1,003,446 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,276 | TotalAmt |
| Management And General | $534,682 | ManagementAndGeneralAmt |
| Fundraising | $1,800,594 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,327 | TotalAmt |
| Management And General | $11,074 | ManagementAndGeneralAmt |
| Fundraising | $66,253 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,847 | TotalAmt |
| Management And General | $51,661 | ManagementAndGeneralAmt |
| Fundraising | $244,186 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,858 | TotalAmt |
| Management And General | $56,072 | ManagementAndGeneralAmt |
| Fundraising | $172,786 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,000 | TotalAmt |
| Management And General | $750,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180 | TotalAmt |
| Fundraising | $180 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,015 | TotalAmt |
| Fundraising | $142,015 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,628 | TotalAmt |
| Management And General | $1,002,628 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,967 | TotalAmt |
| Management And General | $14,573 | ManagementAndGeneralAmt |
| Fundraising | $795,394 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,089 | TotalAmt |
| Fundraising | $18,089 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137 | TotalAmt |
| Fundraising | $137 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,585 | TotalAmt |
| Management And General | $259,149 | ManagementAndGeneralAmt |
| Fundraising | $436 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,938 | TotalAmt |
| Fundraising | $29,938 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,921 | TotalAmt |
| Management And General | $21,474 | ManagementAndGeneralAmt |
| Fundraising | $70,447 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,971 | TotalAmt |
| Management And General | $4,340 | ManagementAndGeneralAmt |
| Fundraising | $7,631 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,770 | TotalAmt |
| Management And General | $54,640 | ManagementAndGeneralAmt |
| Fundraising | $9,130 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $430,888 | TotalAmt |
| Management And General | $99,674 | ManagementAndGeneralAmt |
| Fundraising | $331,214 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,317,764 | TotalAmt |
| Program Services | $22,396,845 | ProgramServicesAmt |
| Management And General | $3,229,043 | ManagementAndGeneralAmt |
| Fundraising | $4,691,876 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,133,259 | BOYAmt |
| EOY | $2,581,056 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,318 | BOYAmt |
| EOY | $235,139 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,369 | BOYAmt |
| EOY | $255,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $773,949 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,654 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,892 | BOYAmt |
| EOY | $622,295 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,073,122 | BOYAmt |
| EOY | $482,389,895 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,679,478 | BOYAmt |
| EOY | $212,303,452 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,234,438 | BOYAmt |
| EOY | $698,387,712 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,761 | BOYAmt |
| EOY | $1,934,205 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,642,873 | BOYAmt |
| EOY | $28,808,271 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,363,634 | BOYAmt |
| EOY | $30,742,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,191,326 | BOYAmt |
| EOY | $455,342,765 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,432,964 | BOYAmt |
| EOY | $60,307,435 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,246,514 | BOYAmt |
| EOY | $151,995,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,870,804 | BOYAmt |
| EOY | $667,645,236 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,234,438 | BOYAmt |
| EOY | $698,387,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,998,607 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,927,943 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,847,882 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,935,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,901,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,116,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,254,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,709,458 | CurrentTaxYearAmt |
| Total | $121,917,130 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,935,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,901,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,116,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,254,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,709,458 | CurrentTaxYearAmt |
| Total | $121,917,130 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,736,538 | SubstantialContributorsTotAmt |
| Public Support Total170 | $116,180,592 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,851,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,765,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,112,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,146,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,766,915 | CurrentTaxYearAmt |
| Total | $58,643,755 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $180,560,885 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,628,595 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $436,220,272 | BeginningYearBalanceAmt |
| Contributions | $39,117,093 | ContributionsAmt |
| Investment Earnings Or Losses | $11,368,135 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,396,845 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,653,257 | AdministrativeExpensesAmt |
| End Year Balance | $462,655,398 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $444,949,513 | BeginningYearBalanceAmt |
| Contributions | $14,759,398 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,123,993 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,815,670 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,548,976 | AdministrativeExpensesAmt |
| End Year Balance | $436,220,272 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $383,436,027 | BeginningYearBalanceAmt |
| Contributions | $72,138,704 | ContributionsAmt |
| Investment Earnings Or Losses | $9,159,320 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,334,470 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,450,068 | AdministrativeExpensesAmt |
| End Year Balance | $444,949,513 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $346,169,361 | BeginningYearBalanceAmt |
| Contributions | $28,704,965 | ContributionsAmt |
| Investment Earnings Or Losses | $21,244,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,508,199 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,174,224 | AdministrativeExpensesAmt |
| End Year Balance | $383,436,027 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,402,888 | BeginningYearBalanceAmt |
| Contributions | $15,733,025 | ContributionsAmt |
| Investment Earnings Or Losses | $13,775,225 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,644,366 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,097,411 | AdministrativeExpensesAmt |
| End Year Balance | $346,169,361 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54100 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $457,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,608 | DepreciationAmt |
| Book Value | $388,773 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $914 | DepreciationAmt |
| Book Value | $3,788 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $311,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,132 | DepreciationAmt |
| Book Value | $229,734 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $622,295 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS, PLEDGES, TRUSTS, & BEQUESTS DESIGNATED FOR RESTRICTED PURPOSES | $212,302,471 |
| 457 PLAN ASSETS | $981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $212,303,452 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLE TO AFFILIATES | $28,807,290 |
| 457 PLAN LIABILITY | $981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,808,271 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION HOLDS ENDOWMENT FUNDS ON BEHALF OF CHILDREN'S HOSPITAL OF WISCONSIN AND RELATED ENTITIES. INTENDED USES OF THE FUNDS INCLUDE VARIOUS HEALTH-RELATED SERVICES, EDUCATION, CAPITAL PROJECTS, RESEARCH, AND SOCIAL SERVICES TO CHILDREN AND FAMILIES. |
| PART X, LINE 2: | FOOTNOTE 2 INCOME TAXES: CHHS EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTZ WHALEY FLESSNER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7251 OHMS LANE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING, FEASIBILITY STUDY, PHILANTHROPIC BENCHMARKING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $142,015 | RetainedByContractorAmt |
| Net To Organization | -$142,015 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $142,015 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$142,015 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AL'S RUN AND WALK | Event1Nm |
| Gross Receipts Event1 | $844,258 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $638,368 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $205,890 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $14,742 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $32,779 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,632 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,771 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $252,477 | OtherDirectExpensesEvent1Amt |
| Event2 | MIRACLE MARATHON | Event2Nm |
| Gross Receipts Event2 | $870,027 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $831,535 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $38,492 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $16,678 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $600 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $139,752 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,088,620 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $905,699 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $182,921 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $126,160 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,764 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $65,119 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $174,938 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,802,905 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,375,602 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $427,303 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $157,580 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $65,543 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $70,351 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,771 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $567,167 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $868,412 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$441,109 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN III, CUSTODY/CONTROL OF CONTRIBUTIONS: | BENTZ WHALEY FLESSNER DOES NOT ACCEPT OR PROCESS DONATIONS ON BEHALF OF CHF. ALL CONTRIBUTIONS ARE DIRECTED TO AND RECEIVED BY CHF. DURING 2016, THE ORGANIZATION PAID BENTZ WHALEY FLESSNER $142,015 FOR SERVICES. |
| SCHEDULE G, PART I, LINE 2B, COLUMN IV, GROSS RECEIPTS: | BENTZ WHALEY FLESSNER PROVIDED CONSULTING FOR PHILANTHROPIC BENCHMARKING AND FEASIBILITY TO CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION, INC. THE ORGANIZATION DOES NOT ANTICIPATE RECEIVING ANY GROSS RECEIPTS FOR ACTIVITY DUE TO NATURE OF CONSULTING. BENTZ WHALEY FLEENER WAS INCLUDED ON SCHEDULE G DUE TO DEFINITION OF FUNDRAISING ACTIVITIES IN INSTRUCTIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF WISCONSIN INC | |||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 390812532 | 501(C)(3) | $10,715,988 | OPERATION & CAPITAL SUPPORT |
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 391500074 | 501(C)(3) | $6,919,556 | MEDICAL RESEARCH, CHILD ABUSE PREVENTION, HEALTH EDUCATION, SCHOOL BASED CLINICS, COMMUNITY SERVICE & CAPITAL SUPPORT |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | |||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 390806380 | 501(C)(3) | $4,376,206 | CHILD WELLBEING SERVICES |
| CHILDREN'S MEDICAL GROUP INC | |||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 391789197 | 501(C)(3) | $385,095 | COMMUNITY-BASED PRIMARY CARE CLINICS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN COLLABORATION WITH CHW, CHWF AWARDS GRANTS TO ITS TAX-EXEMPT AFFILIATES. GRANTS ARE AWARDED BASED ON THE STRATEGIC INITIATIVES OF THE HEALTH SYSTEM, THE NEEDS OF THE AFFILIATES, AND ANY PURPOSE RESTRICTIONS SET BY THE DONORS. THE NEEDS OF THE AFFILIATES ARE EVALUATED IN THE ANNUAL BUDGET PROCESS. FINAL BUDGETS REQUIRE APPROVAL FROM MANAGEMENT, THE ENTITY'S BOARD OF DIRECTORS AND THE CHHS BOARD OF DIRECTORS AND SENIOR MANAGEMENT. IN ADDITION, THE OPERATIONS OF ALL AFFILIATES ARE SUBJECT TO SYSTEM CONTROLS, POLICIES AND PROCEDURES, AND ARE REFLECTED IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF CHHS AND ITS AFFILIATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC H GORELICK MD | ||||||||||||||
| DIRECTOR | $0 | $482,537 | $0 | $153,153 | $0 | $5,918 | $0 | $64,300 | $0 | $40,438 | $0 | $746,346 | $0 | $0 |
| MARGARET TROY | ||||||||||||||
| DIRECTOR/CHHS PRESIDENT | $0 | $838,507 | $0 | $439,809 | $0 | $118,912 | $0 | $235,640 | $0 | $49,249 | $0 | $1,682,117 | $0 | $0 |
| MEG BRYSKI NELSON | ||||||||||||||
| DIRECTOR/CDO & PRESIDENT FOUNDATION | $48,410 | $213,689 | $0 | $82,029 | $423 | $8,389 | $0 | $36,500 | $14,292 | $21,437 | $63,125 | $362,044 | $0 | $0 |
| SHEILA REYNOLDS | ||||||||||||||
| SECRETARY (THROUGH JUNE 2016) | $0 | $151,949 | $0 | $87,360 | $0 | $192,180 | $0 | $19,600 | $0 | $32,539 | $0 | $483,628 | $0 | $29,825 |
| MICHELLE METTNER | ||||||||||||||
| SECRETARY (BEGINNING JUNE 2016) | $0 | $333,471 | $0 | $53,406 | $0 | $2,811 | $0 | $50,950 | $0 | $24,999 | $0 | $465,637 | $0 | $0 |
| MARC CADIEUX | ||||||||||||||
| TREASURER | $0 | $382,267 | $0 | $122,655 | $0 | $56,546 | $0 | $61,600 | $0 | $26,459 | $0 | $649,527 | $0 | $0 |
| JEFFREY STEWART | ||||||||||||||
| COO FOUNDATION | $197,061 | $0 | $45,626 | $0 | $14,068 | $0 | $22,045 | $0 | $27,150 | $0 | $305,950 | $0 | $0 | $0 |
| MARTIN VOGEL | ||||||||||||||
| VP PRINCIPAL GIFTS | $218,244 | $0 | $58,233 | $0 | $11,110 | $0 | $19,600 | $0 | $33,041 | $0 | $340,228 | $0 | $9,968 | $0 |
| KELLY SACHSE | ||||||||||||||
| SENIOR DIR, PLANNED GIVING | $154,879 | $0 | $22,904 | $0 | $1,337 | $0 | $14,434 | $0 | $20,933 | $0 | $214,487 | $0 | $0 | $0 |
| CHAD HERSHNER | ||||||||||||||
| SR DIRECTOR REG PHILANTHROPY | $128,104 | $0 | $16,250 | $0 | $261 | $0 | $6,750 | $0 | $22,063 | $0 | $173,428 | $0 | $0 | $0 |
| JAY BLANKENSHIP | ||||||||||||||
| DIR, DEVELOPMENT | $113,441 | $0 | $16,791 | $0 | $1,427 | $0 | $6,716 | $0 | $11,739 | $0 | $150,114 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE FOUNDATION RELIED UPON CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. ("CHHS"), THE CORPORATE MEMBER OF THE FOUNDATION, TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S PRESIDENT. CHHS USED ITS INDEPENDENT COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION. |
| PART I, LINES 4A-B | PART I, LINE 4A: UNTIL JUNE 2016, SHEILA REYNOLDS SERVED AS CHHS CORPORATE VP & GENERAL COUNSEL. BY VIRTUE OF THAT ROLE, MS. REYNOLDS SERVED AS THE SECRETARY OF CHWF. CHHS PAID CERTAIN AMOUNTS AS SEVERANCE TO MS. REYNOLDS PURSUANT TO A WRITTEN AGREEMENT. CASH PAYMENTS MADE TO MS. REYNOLDS IN 2016 TOTALED $142,931. PART I, LINE 4B: IN 2016, THERE WAS A CHHS FLEXIBLE BENEFIT PLAN IN PLACE WHICH WAS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457(F)). THE ORGANIZATION CONTRIBUTES 10% OF EACH PARTICIPATING EXECUTIVE'S SALARY. THE AMOUNTS OF EMPLOYER CONTRIBUTIONS TO THIS PLAN FOR PARTICIPATING EXECUTIVES IN 2016 WERE AS FOLLOWS: M. BRZYSKI NELSON, $27,500; M. CADIEUX, $42,000; AND M. METTNER, $34,000. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2016 WERE: S. REYNOLDS, $29,825; AND M. VOGEL, $9,968. CHHS HAS REPORTED ADDITIONAL AMOUNTS SET ASIDE FOR A NONQUALIFIED RETIREMENT PLAN ON BEHALF OF ITS PRESIDENT & CEO. THE AMOUNT SET ASIDE IN 2016 WAS $279,443 AND OF THAT, $60,753 WAS PAID AS A VESTED CONTRIBUTION UNDER THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457(F) PLAN) MENTIONED ABOVE AND IS INCLUDED IN PART II, COLUMN (B)(III). |
| PART I, LINE 7 | CERTAIN EXECUTIVES PARTICIPATE IN AN ANNUAL BONUS PLAN THAT PROVIDES COMPENSATION BASED ON ACHIEVING SPECIFIC PRE-DEFINED GOALS. BONUS CRITERIA ARE COMPRISED OF BOTH SYSTEM LEVEL AND EXECUTIVE SPECIFIC COMPONENTS. SUCH CRITERIA PERTAIN TO MATTERS WITHIN THE EXECUTIVE'S AREA OF RESPONSIBILITY, AS WELL AS ACHIEVEMENT OF OVERALL STRATEGIC OBJECTIVES OF THE ORGANIZATION AND ITS AFFILIATES IN ALIGNMENT WITH SYSTEM-WIDE BALANCED MEASURES. |
| FORM 990, PART VII, COLUMN E & SCHEDULE J, PART II: | SALARIES PAID BY RELATED ORGANIZATIONS 1. MARGARET TROY, DIRECTOR OF CHWF AND PRESIDENT & CEO OF CHHS, MEG BRYZSKI NELSON, DIRECTOR, CHIEF DEVELOPMENT OFFICER, AND PRESIDENT OF CHWF, MARC CADIEUX, TREASURER OF CHWF AND TREASURER & CFO OF CHHS, SHEILA REYNOLDS, SECRETARY OF CHWF AND CORPORATE VICE PRESIDENT & GENERAL COUNSEL OF CHHS (THROUGH JUNE 2016), AND MICHELLE METTNER, SECRETARY OF CHWF (BEGINNING JUNE 2016) AND CORP VP GOVT & LEGAL AFFAIRS - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHHS AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. SERVICES BY MS. TROY AND MS. NELSON AS MEMBERS OF THE BOARD OF DIRECTORS OF CHWF WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS. 2. MARC GORELICK, M.D., DIRECTOR OF CHWF AND COO CHW & EVP CHHS - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHW AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. SERVICES BY DR. GORELICK AS A MEMBER OF THE BOARD OF DIRECTORS OF CHWF WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR (KELLNER) | RelationshipDescriptionTxt |
| Transaction | $254,091 | TransactionAmt |
| Transaction | MR. KELLNER IS EXECUTIVE CHAIRMAN OF FIDUCIARY MANAGEMENT, INC. THE ORGANIZATION PAID $254,091 TO FIDUCIARY MANAGEMENT, INC. FOR INVESTMENT SERVICES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,457 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | NONCASH PRIZES | 512 | $150,241 | FMV |
| Yes (X) | TOYS | 1 | $90,000 | FMV |
| Yes (X) | FOOD / BEVERAGES | 13 | $9,575 | FMV |
| Yes (X) | OTHER DONATED GOODS | 10 | $9,476 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A | THE ORGANIZATION DID NOT FILE ANY FORMS 1099 DURING THE TAXABLE YEAR. ALTHOUGH THE ORGANIZATION DID RETAIN INDEPENDENT CONTRACTORS, THE COMPENSATION AMOUNTS OWED TO SUCH CONTRACTORS WERE PROCESSED AND PAID BY A RELATED ENTITY, CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("CHW"), WITH APPROPRIATE INTERCOMPANY ARRANGEMENTS BETWEEN THE ORGANIZATION AND CHW. THE FORMS 1099 FOR SUCH PAYMENTS WERE ISSUED BY CHW, AS THE ENTITY THAT PROCESSED AND MADE THE PAYMENTS TO THE INDEPENDENT CONTRACTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: ROTHMAN AND ALLEN, SHIELY AND FILMANOWICZ, STANEK AND SIAS, HERD-BARBER AND MARGOLIS, KELLNER AND MARGOLIS, AND STANEK AND MARGOLIS. FAMILY RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: G. RENZ AND M.A. RENZ. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A SOLE CORPORATE MEMBER WHICH IS CHHS. |
| FORM 990, PART VI, SECTION A, LINE 7A | CHHS, THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE CORPORATE MEMBER, CHHS, HAS CERTAIN RESERVE POWERS OVER THE CORPORATION, INCLUDING AMENDMENT OF THE ARTICLES OF INCORPORATION AND BYLAWS; APPROVAL OF MERGER, CONSOLIDATION OR THE CREATION OF ANY SUBSIDIARIES BY THE CORPORATION; APPROVAL OF THE ANNUAL BUDGET AND ANY DEBT; AND SELECTION OF THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 OF CHWF WAS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OF CHHS AND PRIOR TO FILING, A COPY WAS PROVDED TO ALL DIRECTORS OF CHWF. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUESTED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE TO THE DIRECTOR OF CORPORATE COMPLIANCE. THE COMPLIANCE DEPARTMENT MONITORS AND PERIODICALLY REVIEWS TRANSACTIONS BETWEEN THE ORGANIZATION AND BOARD MEMBERS OR ENTITIES WITH WHICH THEY ARE AFFILIATED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, TREASURER, AND SECRETARY WAS REVIEWED AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE OF CHHS (THE ORGANIZATION'S CORPORATE MEMBER). WITH THE ASSISTANCE OF AN INDEPENDENT COMPENSATION CONSULTANT AND INFORMATION FROM A VARIETY OF EXTERNAL SOURCES (AS INDICATED ON SCHEDULE J), THE COMMITTEE CONFIRMED THAT TOTAL COMPENSATION AMOUNTS TO BE PAID WERE REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGHLY AND TIMELY DOCUMENTED. COMPENSATION OF THE KEY EMPLOYEE WAS SET BY SUPERVISORY EXECUTIVES IN CONSULTATION WITH CHHS HUMAN RESOURCES LEADERS. THE PROCESS INCLUDED REVIEW BY INDEPENDENT PERSONS WHO, USING A VARIETY OF EXTERNAL SOURCES (AS INDICATED ON SCHEDULE J), CONFIRMED THAT TOTAL COMPENSATION AMOUNTS TO BE PAID WERE REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS. THE PROCESS AND DATA RELIED ON WERE THOROUGHLY AND TIMELY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION OF CHWF ARE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST THROUGH THE CHHS MARKETING AND COMMUNICATION DEPARTMENT. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF UNCOLLECTIBLE PLEDGES -152,118. TRANSFER FROM AFFILIATE (CHW) 25,000,000. |
| FORM 990, SCHEDULE R, PART V, LINE 1D | PURSUANT TO AN AMENDED AND RESTATED MASTER TRUST INDENTURE DATED MAY 1, 2004, CHW AND CHWF ARE MEMBERS OF AN OBLIGATED GROUP WHICH JOINTLY AND SEVERALLY GUARANTEES CERTAIN DEBT ISSUED BY A MEMBER OF THE OBLIGATED GROUP THROUGH THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PAYMENT OF SCHEDULED PRINCIPAL AND INTEREST IS SECURED BY A PLEDGE OF THE HOSPITAL'S AND FOUNDATION'S GROSS UNRESTRICTED RECEIPTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |||||||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 391500074 | AMBULATORY SURGERY CTR, URGENT CARE, & OPERATIONAL SPPT SVCS | WI | 501(C)(3) | LINE 3 | N/A | 0 | |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | |||||||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 390812532 | PEDIATRIC HOSPITAL | WI | 501(C)(3) | LINE 3 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHILDREN'S MEDICAL GROUP INC | |||||||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 391789197 | PEDIATRIC PHYSICIAN SERVICES | WI | 501(C)(3) | LINE 3 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHILDREN'S PHYSICIAN GROUP PC | |||||||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 364303682 | PEDIATRIC PHYSICIAN SERVICES | IL | 501(C)(3) | LINE 10 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | |||||||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 390806380 | CHILD WELLBEING SERVICES | WI | 501(C)(3) | LINE 7 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHILDREN'S COMMUNITY HEALTH PLAN INC | |||||||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 532011997 | 271494977 | WISCONSIN MEDICAID HMO | WI | 501(C)(3) | LINE 10 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |