CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC (EIN 39-1500075)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349303644
- Schema version
- 2024v5.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:51:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17335 GOLF PARKWAY SUITE 500 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 FINANCE DEPT | 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 | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S WISCONSIN | BusinessNameLine1Txt |
| 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 FINANCE DEPT | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $505,524,122 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHILDRENSWI.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 | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 366 | TotalVolunteersCnt |
| Total Gross UBI | -$68,685 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,078,495 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,370,228 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $97,768,054 | PYInvestmentIncomeAmt |
| CY Investment Income | $117,608,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$689,383 | PYOtherRevenueAmt |
| CY Other Revenue | -$476,433 | CYOtherRevenueAmt |
| PY Total Revenue | $134,157,166 | PYTotalRevenueAmt |
| CY Total Revenue | $143,502,335 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,122,145 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,492,888 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,438,432 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,095,433 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $826,821 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $770,896 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,494,855 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,740,063 | PYOtherExpensesAmt |
| CY Other Expenses | $11,523,335 | CYOtherExpensesAmt |
| PY Total Expenses | $48,127,461 | PYTotalExpensesAmt |
| CY Total Expenses | $47,882,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,029,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $95,619,783 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,554,613,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,715,742,565 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,000,343 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $161,381,184 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,400,613,473 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,554,361,381 | 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., CHILDREN'S SERVICE SOCIETY OF WISCONSIN, AND CHILDREN'S SPECIALTY GROUP, INC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,362,403 | ExpenseAmt |
| Grant | $10,362,403 | 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, PRIMARY CARE CLINICS IN UNDERSERVED AREAS, 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 | $13,332,687 | ExpenseAmt |
| Grant | $13,302,162 | GrantAmt |
| Desc | THE FOUNDATION PROVIDES RESOURCES ESSENTIAL TO SUPPORT THE OPERATIONS AND CAPITAL NEEDS OF CHW. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,828,323 | ExpenseAmt |
| Grant | $4,828,323 | GrantAmt |
| Desc | IN COLLABORATION WITH CHW AND ITS AFFILIATES, THE FOUNDATION RAISES FUNDS TO SUPPORT INNOVATIVE NEW BIOMEDICAL, CLINICAL AND TRANSLATIONAL RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,523,413 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | 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 With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | EmployeeCnt |
| 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 |
| 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | 4142668976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1997 FINANCE DEPT | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011997 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET TROYTHROUGH AUG 2024 | ||||||||||
| DIRECTOR/PRESIDENT & CEO CHHS | 0.00 | 40.00 | Yes (X) | $0 | $2,589,483 | $68,848 | ||||
| GIL PERIBEGINNING AUG 2024 | ||||||||||
| DIRECTOR/PRESIDENT & CEO CHHS | 0.00 | 40.00 | Yes (X) | $0 | $733,264 | $170,491 | ||||
| MARGARET NELSON | ||||||||||
| DIRECTOR/PRES CHWF & SVP CHHS | 40.00 | 0.00 | Yes (X) | $0 | $803,228 | $155,124 | Yes (X) | |||
| DAVE WERNER | ||||||||||
| DIRECTOR/CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STACEY WALTHERS NAFFAH | ||||||||||
| DIRECTOR/VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS ARENBERG | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SOUHEIL BADRAN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK BLUTSTEIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETSY BRENNER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RENEE BOLDT | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN BUEHRLE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM CARAGHER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY J CLEARY-REBHOLZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEG DEAN | ||||||||||
| DIRECTOR | 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 | ||||
| RICHARD FLORSHEIM | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY GREBE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK HAMMES | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY M HOSMER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY JENDUSA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS KALTENBACH | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| 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 | ||||
| DAVE MARGOLIS MD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MILLER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHAD NOEL | ||||||||||
| 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 | ||||
| GREG W RENZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SHEPPARD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY ELLEN B STANEK | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLY STAYER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK THEINE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JILL TIMM | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK TYUS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TEDDY WERNER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GAIL YABUKI | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PORTIA YOUNG | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC CADIEUX | ||||||||||
| TREASURER/SVP & CFO | 0.00 | 40.00 | $0 | $1,134,229 | $138,345 | Yes (X) | ||||
| LESLIE TECTOR | ||||||||||
| SECRETARY/VP GENERAL COUNSEL | 0.00 | 40.00 | $0 | $694,284 | $106,972 | Yes (X) | ||||
| CHRISTINE BARANOUCKY | ||||||||||
| VP ENGAGEMENT & STEWARDSHIP | 40.00 | 0.00 | $290,428 | $0 | $45,221 | Yes (X) | ||||
| JAY RABIDEAUX | ||||||||||
| VP DEVELOPMENT | 40.00 | 0.00 | $343,358 | $0 | $80,410 | Yes (X) | ||||
| JEFFREY STEWART | ||||||||||
| COO FOUNDATION | 40.00 | 0.00 | $381,958 | $0 | $79,625 | Yes (X) | ||||
| MARYANNE KESSEL | ||||||||||
| EXECUTIVE DEVELOPMENT DIR, HHI | 40.00 | 0.00 | $282,523 | $0 | $45,486 | Yes (X) | ||||
| DENA MCCORMICK | ||||||||||
| DIR STRATEGIC INFO & RESEARCH | 40.00 | 0.00 | $147,820 | $0 | $29,832 | Yes (X) | ||||
| KARA MUCHOW | ||||||||||
| SR DIRECTOR | 40.00 | 0.00 | $161,826 | $0 | $61,581 | Yes (X) | ||||
| HEATHER NELSON | ||||||||||
| EXEC DIR PHILANTHROPY | 40.00 | 0.00 | $207,593 | $0 | $72,908 | Yes (X) | ||||
| KELLY SACHSE | ||||||||||
| SENIOR DIR, PLANNED GIVING | 40.00 | 0.00 | $202,878 | $0 | $69,631 | Yes (X) | ||||
| MICHELLE METTNER | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $173,846 | $26 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,018,384 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,128,334 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,124,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP LLP | |||||
| 600 ATLANTIC AVENUE 30TH FLOOR | BOSTON | MA | 02210 | INVESTMENT FEES | $3,877,900 |
| SRH MARKETING | |||||
| 1830 N HUBBARD ST 700 | MILWAUKEE | WI | 53212 | CONSULTING | $1,053,501 |
| COMMUNITY COUNSELING SERVICE LLC | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 19182 | CONSULTING | $428,535 |
| CHILDRENS MIRACLE NETWORK | |||||
| 205 W 700 SOUTH | SALT LAKE CITY | UT | 84101 | HOSPITAL AWARENESS NETWORK | $409,477 |
| SCHULTZ & WILLIAMS INC | |||||
| 1617 JFK BLVD 1700 | PHILADELPHIA | PA | 19103 | CONSULTING | $341,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $117,452 | FederatedCampaignsAmt |
| Fundraising | $2,207,625 | FundraisingAmt |
| All Other Contributions | $24,045,151 | AllOtherContributionsAmt |
| Noncash Contributions | $623,725 | NoncashContributionsAmt |
| Total Contributions | $26,370,228 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,961,343 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$68,685 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,030,028 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $449,069,438 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $361,422,241 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,647,197 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,647,197 | TotalRevenueColumnAmt |
| Exclusion | $87,647,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $123,113 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,207,625 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $599,546 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$476,433 | TotalRevenueColumnAmt |
| Exclusion | -$476,433 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,502,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$68,685 | UnrelatedBusinessRevenueAmt |
| Exclusion | $117,200,792 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,492,888 | TotalAmt |
| Program Services | $28,492,888 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,001 | TotalAmt |
| Management And General | $461,584 | ManagementAndGeneralAmt |
| Fundraising | $759,417 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,661,154 | TotalAmt |
| Management And General | $1,399,691 | ManagementAndGeneralAmt |
| Fundraising | $3,261,463 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,687 | TotalAmt |
| Management And General | $42,607 | ManagementAndGeneralAmt |
| Fundraising | $149,080 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,926 | TotalAmt |
| Management And General | $169,412 | ManagementAndGeneralAmt |
| Fundraising | $435,514 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,665 | TotalAmt |
| Management And General | $165,263 | ManagementAndGeneralAmt |
| Fundraising | $251,402 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,328 | TotalAmt |
| Management And General | $1,403,328 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,896 | TotalAmt |
| Fundraising | $770,896 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,352,947 | TotalAmt |
| Management And General | $6,352,947 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,898 | TotalAmt |
| Management And General | $130,856 | ManagementAndGeneralAmt |
| Fundraising | $2,137,042 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,543 | TotalAmt |
| Fundraising | $48,543 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,064 | TotalAmt |
| Management And General | $475,074 | ManagementAndGeneralAmt |
| Fundraising | $1,990 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,690 | TotalAmt |
| Management And General | $4,746 | ManagementAndGeneralAmt |
| Fundraising | $62,944 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,459 | TotalAmt |
| Management And General | $1,088 | ManagementAndGeneralAmt |
| Fundraising | $6,371 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,097 | TotalAmt |
| Management And General | $58,097 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,530 | TotalAmt |
| Fundraising | $145,530 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $694,779 | TotalAmt |
| Program Services | $30,525 | ProgramServicesAmt |
| Management And General | $199,591 | ManagementAndGeneralAmt |
| Fundraising | $464,663 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,882,552 | TotalAmt |
| Program Services | $28,523,413 | ProgramServicesAmt |
| Management And General | $10,864,284 | ManagementAndGeneralAmt |
| Fundraising | $8,494,855 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,094,456 | BOYAmt |
| EOY | $2,102,181 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,870,754 | BOYAmt |
| EOY | $3,258,635 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,916 | BOYAmt |
| EOY | $568,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $868,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $558,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,918 | BOYAmt |
| EOY | $309,821 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,217,553,986 | BOYAmt |
| EOY | $1,364,263,506 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,101,786 | BOYAmt |
| EOY | $345,239,913 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,613,816 | BOYAmt |
| EOY | $1,715,742,565 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,308 | BOYAmt |
| EOY | $2,913,121 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,147,035 | BOYAmt |
| EOY | $158,468,063 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,000,343 | BOYAmt |
| EOY | $161,381,184 | 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 | $1,071,650,467 | BOYAmt |
| EOY | $1,209,303,849 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,963,006 | BOYAmt |
| EOY | $345,057,532 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,613,473 | BOYAmt |
| EOY | $1,554,361,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,613,816 | BOYAmt |
| EOY | $1,715,742,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $95,619,783 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,633,693 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$505,568 | 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 | $34,692,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,861,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,037,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,078,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,370,228 | CurrentTaxYearAmt |
| Total | $166,040,491 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,692,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,861,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,037,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,078,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,370,228 | CurrentTaxYearAmt |
| Total | $166,040,491 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,523,548 | SubstantialContributorsTotAmt |
| Public Support Total170 | $162,516,943 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,431,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,630,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,557,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,899,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,961,343 | CurrentTaxYearAmt |
| Total | $109,480,576 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $275,521,067 | TotalSupportAmt |
| Public Support CY170 | 0.58990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60150 | 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 | $1,108,518,412 | BeginningYearBalanceAmt |
| Contributions | $17,247,678 | ContributionsAmt |
| Investment Earnings Or Losses | $106,819,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,492,888 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,020,939 | AdministrativeExpensesAmt |
| End Year Balance | $1,202,071,670 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $973,555,404 | BeginningYearBalanceAmt |
| Contributions | $26,793,553 | ContributionsAmt |
| Investment Earnings Or Losses | $141,241,866 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,122,144 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,950,267 | AdministrativeExpensesAmt |
| End Year Balance | $1,108,518,412 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,089,948,981 | BeginningYearBalanceAmt |
| Contributions | $51,593,137 | ContributionsAmt |
| Investment Earnings Or Losses | -$139,659,044 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,259,743 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,067,927 | AdministrativeExpensesAmt |
| End Year Balance | $973,555,404 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $934,152,315 | BeginningYearBalanceAmt |
| Contributions | $26,810,154 | ContributionsAmt |
| Investment Earnings Or Losses | $153,990,449 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,017,331 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,986,606 | AdministrativeExpensesAmt |
| End Year Balance | $1,089,948,981 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $807,628,630 | BeginningYearBalanceAmt |
| Contributions | $27,146,139 | ContributionsAmt |
| Investment Earnings Or Losses | $123,060,013 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,072,690 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,609,777 | AdministrativeExpensesAmt |
| End Year Balance | $934,152,315 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71295 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22498 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06207 | 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 | $602,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $380,357 | DepreciationAmt |
| Book Value | $222,336 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $178,508 | DepreciationAmt |
| Book Value | $87,485 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $309,821 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS, PLEDGES, TRUSTS, & BEQUESTS DESIGNATED FOR RESTRICTED PURPOSES | $345,057,531 |
| 457 PLAN ASSETS | $182,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $345,239,913 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLE TO AFFILIATES | $158,285,681 |
| 457 PLAN LIABILITY | $182,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $158,468,063 | 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: | CHHS EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO UNCERTAIN TAX POSITONS RECORDED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $34,925,998 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $34,925,998 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $34,925,998 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| SCHULTZ & WILLIAMS INC | ||||||||
| 1617 JOHN F KENNEDY BLVD STE 1700 | PHILADELPHIA | PA | 19103 | CONSULTING, FEASIBILITY STUDY, PHILANTHROPIC BENCHMARKING | 0 | $1,494,223 | $341,231 | $1,152,992 |
| BENTZ WHALEY FLESSNER | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | CONSULTING, FEASIBILITY STUDY, PHILANTHROPIC BENCHMARKING | 0 | $0 | $1,130 | -$1,130 |
| COMMUNITY COUNSELING SERVICE LLC | ||||||||
| PO BOX 824885 | PHILADELPHIA | PA | 19182 | CONSULTING, FEASIBILITY STUDY, PHILANTHROPIC BENCHMARKING | 0 | $0 | $428,535 | -$428,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,494,223 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $770,896 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $723,327 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WI FOOTBALL COACHES ASSOCIATION | Event1Nm |
| Gross Receipts Event1 | $355,203 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $355,203 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $49,693 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $66 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $117,738 | OtherDirectExpensesEvent1Amt |
| Event2 | MIRACLE MARATHON | Event2Nm |
| Gross Receipts Event2 | $930,649 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $930,649 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $258 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $135,326 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,044,886 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $921,773 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $123,113 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,500 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,650 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $310 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $260,005 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,330,738 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,207,625 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $123,113 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,500 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,343 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $634 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $513,069 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $599,546 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$476,433 | 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, SCHULTZ & WILLIAMS, AND COMMUNITY COUNSELING SERVICES, LLC. DOES NOT ACCEPT OR PROCESS DONATIONS ON BEHALF OF CHF. ALL CONTRIBUTIONS ARE DIRECTED TO AND RECEIVED BY CHF. DURING 2024, THE ORGANIZATION PAID BENTZ WHALEY FLESSNER $1,130 FOR SERVICES, SCHULTZ & WILLIAMS $341,231 FOR SERVICES, AND COMMUNITY COUNSELING SERVICES, LLC $428,535 FOR SERVICES. |
| SCHEDULE G, PART I, LINE 2B, COLUMN IV, GROSS RECEIPTS: | BENTZ WHALEY FLESSNER AND COMMUNITY CONSULTING SERVICES, LLC 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 THE NATURE OF CONSULTING. BENTZ WHALEY FLESSNER AND COMMUNITY COUNSELING SERVICES, LLC 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 390812532 | 501(C)(3) | $13,021,421 | $0 | OPERATION & CAPITAL SUPPORT |
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | ||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 391500074 | 501(C)(3) | $9,093,847 | $0 | MEDICAL RESEARCH, CHILD ABUSE PREVENTION, HEALTH EDUCATION, SCHOOL BASED CLINICS, COMMUNITY SERVICE & CAPITAL SUPPORT |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | ||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 390806380 | 501(C)(3) | $2,961,095 | $0 | CHILD WELLBEING SERVICES & CAPITAL SUPPORT |
| CHILDREN'S MEDICAL GROUP INC | ||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 391789197 | 501(C)(3) | $3,135,784 | $0 | COMMUNITY-BASED PRIMARY CARE CLINICS |
| CHILDREN'S SPECIALTY GROUP | ||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 391990012 | 501(C)(3) | $280,741 | $0 | RESEARCH, EDUCATION AND OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 | 0 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET TROYTHROUGH AUG 2024 | ||||||||||||||
| DIRECTOR/PRESIDENT & CEO CHHS | $0 | $1,409,156 | $0 | $610,262 | $0 | $570,065 | $0 | $25,300 | $0 | $43,548 | $0 | $2,658,331 | $0 | $0 |
| MARC CADIEUX | ||||||||||||||
| TREASURER/SVP & CFO | $0 | $713,591 | $0 | $215,665 | $0 | $204,973 | $0 | $137,499 | $0 | $846 | $0 | $1,272,574 | $0 | $90,953 |
| MARGARET NELSON | ||||||||||||||
| DIRECTOR/PRES CHWF & SVP CHHS | $0 | $508,749 | $0 | $159,829 | $0 | $134,650 | $0 | $91,820 | $0 | $63,304 | $0 | $958,352 | $0 | $42,303 |
| GIL PERIBEGINNING AUG 2024 | ||||||||||||||
| DIRECTOR/PRESIDENT & CEO CHHS | $0 | $447,226 | $0 | $150,000 | $0 | $136,038 | $0 | $145,833 | $0 | $24,658 | $0 | $903,755 | $0 | $0 |
| LESLIE TECTOR | ||||||||||||||
| SECRETARY/VP GENERAL COUNSEL | $0 | $519,906 | $0 | $108,594 | $0 | $65,784 | $0 | $85,450 | $0 | $21,522 | $0 | $801,256 | $0 | $0 |
| JEFFREY STEWART | ||||||||||||||
| COO FOUNDATION | $257,357 | $0 | $39,189 | $0 | $85,412 | $0 | $28,750 | $0 | $50,875 | $0 | $461,583 | $0 | $0 | $0 |
| JAY RABIDEAUX | ||||||||||||||
| VP DEVELOPMENT | $273,426 | $0 | $31,029 | $0 | $38,903 | $0 | $21,850 | $0 | $58,560 | $0 | $423,768 | $0 | $0 | $0 |
| CHRISTINE BARANOUCKY | ||||||||||||||
| VP ENGAGEMENT & STEWARDSHIP | $221,186 | $0 | $37,954 | $0 | $31,288 | $0 | $20,317 | $0 | $24,904 | $0 | $335,649 | $0 | $0 | $0 |
| MARYANNE KESSEL | ||||||||||||||
| EXECUTIVE DEVELOPMENT DIR, HHI | $244,928 | $0 | $32,103 | $0 | $5,492 | $0 | $25,114 | $0 | $20,372 | $0 | $328,009 | $0 | $0 | $0 |
| HEATHER NELSON | ||||||||||||||
| EXEC DIR PHILANTHROPY | $187,992 | $0 | $19,158 | $0 | $443 | $0 | $15,119 | $0 | $57,789 | $0 | $280,501 | $0 | $0 | $0 |
| KELLY SACHSE | ||||||||||||||
| SENIOR DIR, PLANNED GIVING | $173,744 | $0 | $24,727 | $0 | $4,407 | $0 | $19,011 | $0 | $50,620 | $0 | $272,509 | $0 | $0 | $0 |
| KARA MUCHOW | ||||||||||||||
| SR DIRECTOR | $148,228 | $0 | $12,360 | $0 | $1,238 | $0 | $10,249 | $0 | $51,332 | $0 | $223,407 | $0 | $0 | $0 |
| DENA MCCORMICK | ||||||||||||||
| DIR STRATEGIC INFO & RESEARCH | $133,576 | $0 | $13,364 | $0 | $880 | $0 | $6,747 | $0 | $23,085 | $0 | $177,652 | $0 | $0 | $0 |
| MICHELLE METTNER | ||||||||||||||
| FORMER OFFICER | $0 | $173,846 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26 | $0 | $173,872 | $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, LINE 4B | IN 2024, 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 2024 WERE AS FOLLOWS: G. PERI, $145,833; M. BRZYSKI NELSON, $66,520; M. CADIEUX, $112,199; L. TECTOR, $63,600. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2024 WERE: M. BRZYSKI NELSON, $42,303, AND M. CADIEUX, $90,953. |
| PART I, LINE 7 | CERTAIN LEADERS PARTICIPATE IN AN ANNUAL INCENTIVE PLAN THAT PROVIDES COMPENSATION BASED ON ACHIEVING SPECIFIC PRE-DEFINED GOALS. INCENTIVE CRITERIA ARE COMPRISED OF BOTH SYSTEM LEVEL AND LEADER SPECIFIC COMPONENTS. SUCH CRITERIA PERTAIN TO MATTERS WITHIN THE LEADER'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. GIL PERI, DIRECTOR OF CHWF AND PRESIDENT & CEO OF CHHS (BEGINNING IN AUGUST 2024), MARGARET TROY, DIRECTOR OF CHWF AND PRESIDENT & CEO OF CHHS (THROUGH AUGUST 2024), MARGARET BRZYSKI NELSON, DIRECTOR AND PRESIDENT OF CHWF AND SVP OF CHHS, MARC CADIEUX, TREASURER OF CHWF AND SVP & CFO OF CHHS, LESLIE TECTOR, SECRETARY OF CHWF AND SVP & CHIEF LEGAL OFFICER OF CHHS, AND MICHELLE METTNER, FORMER SECRETARY OF CHWF - 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 MR. PERI, MS. TROY AND MS. NELSON AS MEMBERS OF THE BOARD OF DIRECTORS OF CHWF WERE PROVIDED AS PART OF THEIR POSITIONS OF CHHS. |
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 | TED KELLNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $350,000 | TransactionAmt |
| Transaction | TED KELLNER HAS A GREATER THAN 35% OWNERSHIP INTEREST IN FIDUCIARY MANAGEMENT, INC. (FMI). CHF MADE PAYMENTS TOTALING APPROXIMATELY $350,000 TO FMI. | 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 | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $266,367 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER DONATED GOODS | 262 | $319,761 | FMV |
| Yes (X) | TOYS / BLANKETS / OTHER | 46 | $37,097 | FMV |
| Yes (X) | FOOD / BEVERAGES | 1 | $500 | 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 | 0 | ThirdPartiesUsedInd |
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 AND HEALTH SYSTEM, INC. (CHHS), WITH APPROPRIATE INTERCOMPANY ARRANGEMENTS BETWEEN THE ORGANIZATION AND CHHS. THE FORMS 1099 FOR SUCH PAYMENTS WERE ISSUED BY CHHS, AS THE ENTITY THAT PROCESSED AND MADE THE PAYMENTS TO THE INDEPENDENT CONTRACTORS. |
| FORM 990, PART V, LINE 2A | THE ORGANIZATION DID NOT FILE FORM W-3 DURING THE TAXABLE YEAR. ALTHOUGH THE ORGANIZATION DID RETAIN EMPLOYEES AND REPORTED SALARIES ON PART IX OF THE FORM 990, THE COMPENSATION AMOUNTS PAID TO EMPLOYEES OF CHWF WERE PROCESSED AND PAID BY A RELATED ENTITY, CHHS, WITH APPROPRIATE INTERCOMPANY ARRANGEMENTS BETWEEN THE ORGANIZATION AND CHHS. THE FORM W-3 WAS ISSUED BY CHHS, AS THE ENTITY THAT PROCESSED AND MADE THE PAYMENTS TO THE EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: ELIZABETH BRENNER & DAVE MARGOLIS, TED KELLNER & DAVE MARGOLIS, GIL PERI & DAVE MARGOLIS, MARY ELLEN STANEK & DAVE MARGOLIS. FAMILY RELATIONSHIP EXISTS BETWEEN JOHN NOEL AND CHAD NOEL |
| 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 MADE AVAILABLE 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 EMPLOYEES 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 TO THE CHHS PUBLIC RELATIONS DEPARTMENT. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF UNCOLLECTIBLE PLEDGES -505,568. |
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 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 391500074 | AMBULATORY SURGERY CTR, URGENT CARE, & OPERATIONAL SUPPT SVCS | WI | 501(C)(3) | LINE 3 | N/A | 0 | |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | |||||||||||
| PO BOX 1997 FINANCE DEPT | 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 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 391789197 | PEDIATRIC PHYSICIAN SERVICES | WI | 501(C)(3) | LINE 3 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | |||||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 390806380 | CHILD WELLFARE SERVICES | WI | 501(C)(3) | LINE 7 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHORUS COMMUNITY HEALTH PLANS INC | |||||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 271494977 | WISCONSIN MEDICAID HMO & COMMERCIAL EXCHANGE PLAN | WI | 501(C)(3) | LINE 10 | 0 | CHILDREN'S HOSPITAL & HEALTH SYSTEM INC | |
| CHILDREN'S SPECIALTY GROUP INC | |||||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 391990012 | PEDIATRIC PHYSICIAN SERVICES | WI | 501(C)(3) | LINE 12A, I | N/A | 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 | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| WEST ALLIS PRESCRIPTION CENTER INC | |||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 463421597 | PHARMACY | WI | N/A | C | 0 |
| WAUWATOSA PRESCRIPTION CENTER INC SKYWALK PHARMACY | |||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 532011997 | 061654484 | PHARMACY | WI | N/A | C | 0 |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1D | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO AN AMENDED AND RESTATED MASTER TRUST INDENTURE DATED DECEMBER 1, 2017, CHILDREN'S HOSPITAL OF WISCONSIN, INC. AND CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION, INC. 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. | ExplanationTxt |