UPLAND HILLS HEALTH FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UPLAND HILLS HEALTH FOUNDATION INC (EIN 26-0596045)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-15
IRS object ID
202212279349300546
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-15T12:49:34-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260596045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPLAND HILLS HEALTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPLABusinessNameControlTxt
Phone6089308000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 COMPASSION WAYAddressLine1Txt
CityDODGEVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53533ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR K PUSTINAPersonNm
Person TitleVICE PRESIDENT OF FINANCEPersonTitleTxt
Phone6089308000PhoneNum
Signature2022-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARTHURPersonFirstNm
Person LastPUSTINAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2022-08-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA SCHNEDLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 COMPASSION WAYAddressLine1Txt
CityDODGEVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53533ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$385,020GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UPLANDHILLSHEALTH.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO SOLICIT, RECEIVE, AND ACCEPT GIFTS AND BEQUESTS ON BEHALF OF UPLAND HILLS HEALTH, INC.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers53TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$328,812PYContributionsGrantsAmt
CY Contributions Grants$324,065CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$56,234PYInvestmentIncomeAmt
CY Investment Income$60,955CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$385,046PYTotalRevenueAmt
CY Total Revenue$385,020CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,749PYOtherExpensesAmt
CY Other Expenses$4,617CYOtherExpensesAmt
PY Total Expenses$3,749PYTotalExpensesAmt
CY Total Expenses$4,617CYTotalExpensesAmt
PY Revenues Less Expenses$381,297PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$380,403CYRevenuesLessExpensesAmt
Total Assets BOY$3,089,182TotalAssetsBOYAmt
Total Assets EOY$3,382,678TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,089,182NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,382,678NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PRIMARY PURPOSE OF THE UPLAND HILLS HEALTH FOUNDATION, INC. IS TO RECORD AND FACILITATE PHILANTHROPIC GIVING FOR UPLAND HILLS HEALTH, INC. BY SERVING AS THE GATEWAY FOR ALL PHILANTHROPY, THE FOUNDATION OFFICE WILL MAINTAIN A COMPLETE GIVING HISTORY FOR DONORS TO UPLAND HILLS HEALTH, ENSURING THAT CONTRIBUTORS ARE APPROPRIATELY ACKNOWLEDGED, AND THAT THE PHILANTHROPY FIGURES PRESENTED TO EXTERNAL SOURCES ARE AS COMPLETE AS POSSIBLE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$0ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE UPLAND HILLS HEALTH FOUNDATION, INC. IS OPERATED TO PROVIDE SUPPORT AND PERFORM FUNCTIONS FOR UPLAND HILLS HEALTH, INC., WHICH PROVIDES HEALTH CARE SERVICES TO THE RESIDENTS OF IOWA COUNTY, WISCONSIN, AND THE SURROUNDING AREAS.Desc
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR K PUSTINABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6089308000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 COMPASSION WAYAddressLine1Txt
CityDODGEVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53533ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LISA SCHNEDLER
PRESIDENT/CEO - UHH1.0043.00Yes (X)Yes (X)$0$311,354$26,074
ARTHUR K PUSTINA
VP OF FINANCE - UHH1.0057.00Yes (X)$0$191,704$29,405
ANDREA POTTERTON
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MARTHA BOYER
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DICK CATES
TREASURER1.00Yes (X)Yes (X)$0$0$0
SKIP LEE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
BRENDA FRITZ
DIRECTOR1.00Yes (X)$0$0$0
TED GREENHECK
DIRECTOR1.002.50Yes (X)$0$0$0
BOB JANETKA
DIRECTOR1.00Yes (X)$0$0$0
MELLISA LEASE
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$503,058TotReportableCompRltdOrgAmt
Total Other Compensation$55,479TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$306,045RelatedOrganizationsAmt
All Other Contributions$18,020AllOtherContributionsAmt
Total Contributions$324,065TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,955TotalRevenueColumnAmt
Exclusion$60,955ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$385,020TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$60,955ExclusionAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,617TotalAmt
Management And General$4,617ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,617TotalAmt
Program Services$0ProgramServicesAmt
Management And General$4,617ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,556,263BOYAmt
EOY$2,944,649EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$532,919BOYAmt
EOY$438,029EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,089,182BOYAmt
EOY$3,382,678EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,524,379BOYAmt
EOY$2,672,955EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,564,803BOYAmt
EOY$709,723EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,089,182BOYAmt
EOY$3,382,678EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,089,182BOYAmt
EOY$3,382,678EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$380,403ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$76,011NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$162,918PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,343CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$325,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$328,812CurrentTaxYearMinus1YearAmt
Current Tax Year$324,065CurrentTaxYearAmt
Total$1,791,922TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,343CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$325,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$328,812CurrentTaxYearMinus1YearAmt
Current Tax Year$324,065CurrentTaxYearAmt
Total$1,791,922TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$33,927SubstantialContributorsTotAmt
Public Support Total170$1,757,995PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,234CurrentTaxYearMinus1YearAmt
Current Tax Year$60,955CurrentTaxYearAmt
Total$249,580TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,890CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,235CurrentTaxYearMinus3YearsAmt
Total$12,125TotalAmt
FieldValueIRS element (for citing)
Total Support$2,053,627TotalSupportAmt
Public Support CY1700.85600PublicSupportCY170Pct
Public Support PY1700.84450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$269,943BeginningYearBalanceAmt
Investment Earnings Or Losses$1,751InvestmentEarningsOrLossesAmt
End Year Balance$271,694EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$265,834BeginningYearBalanceAmt
Investment Earnings Or Losses$4,109InvestmentEarningsOrLossesAmt
End Year Balance$269,943EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$259,537BeginningYearBalanceAmt
Investment Earnings Or Losses$6,297InvestmentEarningsOrLossesAmt
End Year Balance$265,834EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$251,875BeginningYearBalanceAmt
Investment Earnings Or Losses$7,662InvestmentEarningsOrLossesAmt
End Year Balance$259,537EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$231,735BeginningYearBalanceAmt
Investment Earnings Or Losses$20,140InvestmentEarningsOrLossesAmt
End Year Balance$251,875EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.77430PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22570TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationUPLAND HILLS HEALTH FOUNDATION, INC.'S ENDOWMENT FUND CONSISTS OF TWO FUNDS HELD IN THE NAMES OF THE INDIVIDUAL DONORS. THESE FUNDS WERE ESTABLISHED TO PROVIDE INCOME FOR THE FOUNDATION TO HELP SUPPORT SPECIFIC PROGRAMS OF UPLAND HILLS HEALTH, INC.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA SCHNEDLER
PRESIDENT/CEO - UHH$0$309,548$0$0$0$1,806$0$10,474$0$15,600$0$337,428$0$0
ARTHUR K PUSTINA
VP OF FINANCE - UHH$0$186,605$0$0$0$5,099$0$7,659$0$21,746$0$221,109$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION PLANS AND POLICIES FOR THE OFFICERS NOTED ARE DETERMINED AND REVIEWED BY UPLAND HILLS HEALTH FOUNDATION, INC.'S PARENT ORGANIZATION, UPLAND HILLS HEALTH, INC. PROCEDURES OF UPLAND HILLS HEALTH, INC. INCLUDE COMPENSATION SURVEYS, WRITTEN EMPLOYMENT AGREEMENTS, AND APPROVAL BY THE BOARD OF DIRECTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6UPLAND HILLS HEALTH, INC. IS THE SOLE CORPORATE MEMBER OF UPLAND HILLS HEALTH FOUNDATION, INC.
FORM 990, PART VI, SECTION A, LINE 7AUPLAND HILLS HEALTH, INC., THE SOLE CORPORATE MEMBER OF UPLAND HILLS HEALTH FOUNDATION, INC., CAN APPOINT OR REMOVE MEMBERS OF THE GOVERNING BODY AND CAN ALSO DETERMINE THE NUMBER OF GOVERNING MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO THE GOVERNING DOCUMENTS OF UPLAND HILLS HEALTH FOUNDATION, INC. REQUIRE APPROVAL OF ITS SOLE CORPORATE MEMBER UPLAND HILLS HEALTH, INC.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FINAL SUBMISSION. RESPONSES ON THE 990 ARE ALSO REVIEWED BY THE VICE PRESIDENT OF FINANCE OF UPLAND HILLS HEALTH, INC. PRIOR TO ITS SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CUPLAND HILLS HEALTH FOUNDATION, INC. REQUIRES OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST-COMPENSATED EMPLOYEES TO COMPLETE AN ANNUAL DISCLOSURE STATEMENT. THESE STATEMENTS ARE THEN REVIEWED BY THE BOARD OF DIRECTORS, NOTING ANY RELATIONSHIPS THAT COULD POTENTIALLY CREATE A CONFLICT OF INTEREST. IF BOARD MEMBERS HAVE CONFLICTS OF INTEREST THAT ARE NOTED, THESE MEMBERS ARE ASKED TO ABSTAIN FROM VOTING ON THOSE MATTERS.
FORM 990, PART VI, SECTION B, LINE 15TWO OFFICERS OF UPLAND HILLS HEALTH FOUNDATION, INC. ARE EMPLOYED BY UPLAND HILLS HEALTH, INC. THE COMPENSATION LISTED IN FORM 990, PART VII RELATES TO ALL THE SERVICES THEY PERFORM AS AN EMPLOYEE OF UPLAND HILLS HEALTH, INC. THE BOARD OF DIRECTORS OF UPLAND HILLS HEALTH, INC. HAS ESTABLISHED A PROCESS TO REVIEW THE COMPENSATION OF THE OFFICERS. COMPARATIVE DATA FROM WAGE SURVEYS, AREA LABOR ADJUSTMENTS, AND MARKET RATES IN OTHER AREA FACILITIES ARE USED IN DETERMINING COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF UPLAND HILLS HEALTH, INC. REVIEWS AND APPROVES ANY EXCEPTIONS TO ACROSS-THE-BOARD RAISES AND STANDARD NEW HIRE WAGES. DURING THE REVIEW PROCESS, DECISIONS AFFECTING COMPENSATION AND CONTRACTS ARE ONLY REVIEWED AND APPROVED BY INDIVIDUALS WHO DO NOT HAVE NOTED CONFLICTS. THE DECISIONS AND DELIBERATION ARE ALSO DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS UPON APPROVAL BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19UPLAND HILLS HEALTH FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION DURING NORMAL BUSINESS HOURS.
FORM 990, PART VII, SECTION A, RELATED PARTY OFFICERS:EXPLANATION OF HOURS WORKED: THE TWO OFFICERS OF UPLAND HILLS HEALTH FOUNDATION, INC. ARE EMPLOYED BY UPLAND HILLS HEALTH, INC. IN ADDITION TO THE HOURS WORKED AS AN OFFICER OF UPLAND HILLS FOUNDATION, INC., THEY ALSO WORK A MINIMUM OF AN AVERAGE OF 40 HOURS PER WEEK PERFORMING OTHER SERVICES FOR UPLAND HILLS HEALTH, INC. THE HOURS LISTED ON THE FORM 990 RELATE TO THEIR ROLE AS AN OFFICER, WHILE THE COMPENSATION LISTED RELATES TO ALL THE SERVICES THEY PERFORM AS AN EMPLOYEE OF UPLAND HILLS HEALTH, INC. DETAIL OF HOURS WORKED/SERVED: LISA SCHNEDLER, PRESIDENT & CEO OF UPLAND HILLS HEALTH, INC. WORKED APPROXIMATELY 44.00 HOURS PER WEEK AS FOLLOWS: UPLAND HILLS HEALTH, INC. - 43.00 HOURS UPLAND HILLS HEALTH FOUNDATION, INC. - 1 HOUR A. KARL PUSTINA, VICE PRESIDENT OF FINANCE OF UPLAND HILLS HEALTH, INC., WORKED APPROXIMATELY 58.00 HOURS PER WEEK AS FOLLOWS: UPLAND HILLS HEALTH, INC. - 57.00 HOURS UPLAND HILLS HEALTH FOUNDATION, INC. - 1 HOUR TED GREENHECK, BOARD MEMBER, PROVIDED AN AVERAGE OF 3.5 HOURS OF SERVICE PER WEEK AS FOLLOWS: UPLAND HILLS HEALTH, INC. - 2.5 HOUR UPLAND HILLS HEALTH FOUNDATION, INC. - 1 HOUR

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UPLAND HILLS HEALTH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 COMPASSION WAYAddressLine1Txt
CityDODGEVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53533ZIPCd
FieldValueIRS element (for citing)
EIN421017512EIN
Primary ActivitiesHOSPITALPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 3PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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