2021-06-17T12:10:15-05:00 2020-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DAVE SANDSTROM TREASURER 4144755333 2021-06-17 DAVE SANDSTROM 999009999 JAMES B BOUTELLE CPA P01794129 2627549400 2021-06-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 13495430 0 X RMHC-EASTERNWI.ORG X 1982 WI TO KEEP FAMILIES TOGETHER AND PROMOTE THE HEALTH AND WELL-BEING OF CHILDREN. 21 21 38 550 0 0 5419558 3970765 0 0 600777 844338 248563 96320 6268898 4911423 0 0 0 0 1108765 1273421 135516 139704 325156 2087271 1642824 3331552 3055949 2937346 1855474 35178488 38044733 518149 973492 34660339 37071241 X RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. KEEPS FAMILIES TOGETHER AND PROMOTES THE HEALTH AND WELL-BEING OF CHILDREN. THE ORGANIZATION PROVIDES A HOME ENVIRONMENT AND SUPPORTIVE FAMILY PROGRAMS. 0 0 2298624 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES GUEST ROOMS AND OFFERS SUPPORTIVE FAMILY PROGRAMS. SINCE 1984, MORE THAN 49,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THIS RONALD MCDONALD HOUSE "HOME". LAST YEAR, WE SERVED 984 FAMILIES. WHILE OVER 81% OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES TO SEEK THE LIFE-GIVING MEDICAL CARE AT CHILDREN'S HOSPITAL OF WISCONSIN, ROGERS BEHAVIORAL HEALTH, AND OTHER AREA HOSPITALS. WE SERVE UP TO 70 FAMILIES EACH DAY AND WERE ABLE TO SERVE ALMOST EVERY FAMILY WHO NEEDED OUR HOUSE DURING 2020. ON AVERAGE, OUR FAMILIES STAY WITH US FOR JUST OVER 12 DAYS; HOWEVER OVER 60% FAMILIES STAY WERE FOR LONGER THAN 30 DAYS. EACH FAMILY WHO STAYS AT THE RMHC CAN STAY FOR AS LONG AS THEIR CHILD IS RECEIVING MEDICAL TREATMENT. WE SUGGEST A DONATION OF $20 A NIGHT FROM OUR FAMILIES, WHEN THE COST IS OVER $140 PER NIGHT ($118 AFTER GENEROUS DONATIONS OF IN-KIND DONATIONS). LAST YEAR, ONLY 18% OF OUR FAMILIES WERE ABLE TO CONTRIBUTE THE SUGGESTED $20 A NIGHT, HOWEVER, NO ONE IS EVER TURNED AWAY FOR THEIR INABILITY TO PAY. THE MAJORITY OF OUR SUPPORT COMES FROM PRIVATE FUNDING THROUGH SPECIAL EVENTS AND DONORS. ALTHOUGH THE MCDONALD'S CORPORATION DOES NOT PROVIDE DIRECT FINANCIAL SUPPORT, THE MCDONALD'S OWNER/OPERATORS AND ITS CUSTOMERS IN SOUTHEASTERN AND NORTHEASTERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN GENEROUSLY PROVIDE SUPPORT THROUGH VARIOUS FUNDRAISING ACTIVITIES INCLUDING DONATION BOXES AT MCDONALD'S RESTAURANTS. LAST YEAR, THESE IMPORTANT EFFORTS CONTRIBUTED TO ABOUT 7% OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF OVER 550 VOLUNTEERS. EVERY SINGLE DAY, OUR VOLUNTEERS HELP KEEP THE HOUSE RUNNING SMOOTHLY AND EFFICIENTLY THROUGH A HOST OF RESPONSIBILITIES INCLUDING ORIENTING OUR FAMILIES WHEN THEY CHECK IN, CLEANING THE ROOMS AFTER THEY CHECK-OUT, DRIVING THE SHUTTLE VAN TO AND FROM THE HOSPITAL, SMALL MAINTENANCE PROJECTS AND SHARING OUR STORY IN OUR COMMUNITY. WE WOULD NOT BE ABLE TO KEEP OUR DOORS OPEN WITHOUT OUR CARING AND LOVING VOLUNTEERS.THE RONALD MCDONALD HOUSE OFFERS MORE THAN A PLACE TO STAY. PARENTS AND CHILDREN FIND A WARM AND LOVING ENVIRONMENT WITH MANY PROGRAMS AND INITIATIVES TO SUPPORT THEM DURING A VERY STRESSFUL TIME IN THEIR LIVES. IN ADDITION TO COMFORTABLE ROOMS, WE HAVE A COMPUTER LAB, LAUNDRY FACILITIES, PLAY AREAS AND A CHAPEL. WE ARE ALSO PROUD OF OUR PROGRAMS AND A FEW HIGHLIGHTS FROM LAST YEAR INCLUDE: SINCE MARCH OF 2020, THE COVID PANDEMIC RESULTED IN ADDITIONAL RESTRICTIONS PUT IN PLACE TO MINIMIZE THE VIRAL SPREAD. WE PROUDLY WERE ABLE TO REMAIN OPEN AND CONTINUE WELCOMING FAMILIES TO RMHC. ALTHOUGH OUR OPERATIONS HAVE BEEN DIFFERENT DUE TO COVID PROTOCOLS, WE WERE STILL ABLE TO OFFER COMPASSIONATE CARE TO 984 FAMILIES.FAMILY DINNER PROGRAM - THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. SINCE MARCH, DUE TO COVID RESTRICTIONS, WE CATERED IN MEALS THREE TIMES EACH WEEK FOR FAMILIES. WE WERE ABLE TO PROVIDE 395 MEALS TO OUR FAMILIES. EXPRESSIVE THERAPY - OUR ART, MUSIC, AND DRAMA/MOVEMENT THERAPISTS USE A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. THERAPISTS PROVIDE SUPPORT AND A SAFE PLACE TO EXAMINE THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS OR INJURY AND ITS AFFECT ON THE ENTIRE FAMILY USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION. THE RESULTS HAVE BEEN INSPIRING. OUR FAMILIES HAVE OPENED UP THEIR HEARTS, EXPLORED THEIR FEARS AND SADNESS AND ALLOWED THEIR EMOTIONAL NEEDS TO BE HEARD WHILE REBUILDING A SENSE OF WELL-BEING AND HOPE. PET THERAPY - THIS PROGRAM PROVIDES THE OPPORTUNITY TO HEAL THROUGH ANIMAL ASSISTED THERAPY. IT PROMOTES SOCIAL AND EMOTIONAL SUPPORT PROVIDED BY SPECIALLY TRAINED PROFESSIONALS. DOGS AND THEIR RESPECTIVE HANDLERS VISIT THE RONALD MCDONALD HOUSE MULTIPLE TIMES EACH WEEK. FROM MARCH THROUGH DECEMBER, COVID PREVENTED HAVING LIVE PET THERAPY PROGRAMMING. HOWEVER, WE WERE ABLE TO OFFER VIRTUAL PET THERAPY. SECRET GARDEN - ADJACENT TO THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATER ELEMENT AND A PATIO EQUIPPED WITH GAS GRILLS. OUR FAMILIES FIND SOLACE AND FRESH AIR IN THE BEAUTIFUL ENVIRONMENT. THE GARDEN IS MAINTAINED AND CARED FOR BY 22 VOLUNTEER MASTER GARDENERS WHO PLANT, PRUNE, WEED, AND CARE ON A DAILY BASIS TO KEEP IT PRISTINE AND BEAUTIFUL. GARDEN EDUCATION OCCURS EACH WEEK DURING THE GROWING SEASON. IN 2020, 721 OF VOLUNTEER HOURS WERE PROVIDED TO MAINTAIN THE GARDEN. NINE GARDEN EDUCATION CLASSES TOOK PLACE IN 2020. THE SECRET GARDEN WAS A RESPITE DURING THE YEAR WHEN COVID PREVENTED US FROM HAVING LIVE PROGRAMING. ABOVE ALL, THE RONALD MCDONALD HOUSE OFFERS THE EMOTIONAL SUPPORT AND COMMON FRIENDSHIP OF OTHER FAMILIES IN VERY SIMILAR SITUATIONS OF HAVING AN ILL OR INJURED CHILD IN THE HOSPITAL. 11667 HOSPITALITY CART - OUR BIG, BRIGHT, HAPPY WHEELS HOSPITALITY CART BRINGS CHEER TO CHILDREN'S WISCONSIN (CW) FAMILIES. IN 2020, THE HAPPY WHEELS CART DELIVERED SNACKS, TOYS, BOOKS, AND OTHER NEEDS DIRECTLY TO 1,722 PATIENTS AND FAMILIES FROM JANUARY THROUGH MID-MARCH. DURING THE COVID-19 CRISIS, WE COLLABORATED WITH OUR PARTNERS AT CW TO PROVIDE HOSPITALITY CART ITEMS IN THEIR FAMILY RESOURCE ROOM. WE WERE ABLE TO SERVE 57 PATIENTS AND FAMILIES FROM NOVEMBER THROUGH DECEMBER. 2310291 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI MI IL X X ANN PETRIE-PRESIDENTCEO 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 ANN PETRIE PRESIDENT/CEO 55.00 X 191798 0 21870 BRIDGET KESNER DIRECTOR OF PHILANTHROPY 45.00 X 100400 0 2615 TODD JONES CHAIRPERSON 5.00 X X 0 0 0 ANDREA JONAS VICE-CHAIRPERSON 3.00 X X 0 0 0 DAVE SANDSTROM TREASURER 3.00 X X 0 0 0 ANNE HORTER SECRETARY 2.00 X X 0 0 0 PETER BARTZ DIRECTOR 2.00 X 0 0 0 DENNIS BUCHAN DIRECTOR 1.00 X 0 0 0 JOSHUA CARLSON DIRECTOR 2.00 X 0 0 0 SANDRA EVANS DIRECTOR 2.00 X 0 0 0 DAVID FRIEDER DIRECTOR 2.00 X 0 0 0 DAN GEIGLER DIRECTOR 4.00 X 0 0 0 RASHI KHOSLA DIRECTOR 2.00 X 0 0 0 STEVE KILIAN DIRECTOR 2.00 X 0 0 0 PAUL LETOURNEAU DIRECTOR 1.00 X 0 0 0 MAUREEN MANNING DIRECTOR 2.00 X 0 0 0 MARK NATZKE DIRECTOR 2.00 X 0 0 0 CHRISTOPHER NICKELS DIRECTOR 3.00 X 0 0 0 LINDSEY PEARSON DIRECTOR 2.00 X 0 0 0 PATRICK SINKS DIRECTOR 2.00 X 0 0 0 JEFFREY M STEREN DIRECTOR 2.00 X 0 0 0 SCOTT TURNER DIRECTOR 2.00 X 0 0 0 GARY ZIMMERMAN DIRECTOR 4.00 X 0 0 0 292198 0 24485 2 0 1 0 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILING 139704 1 43932 856363 3070470 424090 3970765 296476 296476 8926767 8365429 13476 561338 -13476 547862 547862 301422 856363 205102 96320 96320 4911423 0 0 940658 213668 128201 53417 32050 953678 632970 216227 104481 22540 13497 4610 4433 83535 50022 17088 16425 18900 18900 139704 139704 35230 35230 22141 17713 4428 18927 15142 3785 16677 15009 1668 122521 116395 6126 1031 515 516 8892 7558 1334 440363 435959 4404 122027 119027 3000 SUPPLIES 429880 386892 42988 HOUSE MAINTENANCE 295536 292581 2955 TELEPHONE 40517 34440 5267 810 PUBLIC RELATIONS 22611 19220 3391 47571 25665 2345 19561 3055949 2310291 420502 325156 480960 1078613 4955354 8714910 199233 180160 28105 37425 18749099 4881295 13926855 13867804 15587981 14165821 35178488 38044733 353007 515950 165142 218342 0 239200 518149 973492 X 33184013 35511597 1476326 1559644 34660339 37071241 35178488 38044733 1855474 555428 0 X X 0 1 X 1 0 X 3443997 4622179 4230896 5419558 3970765 21687395 3443997 4622179 4230896 5419558 3970765 21687395 637486 21049909 230138 480690 302900 341432 296476 1651636 323079 190906 329319 248563 96320 1188187 24527218 0.85820 0.84410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS REVENUE FROM FUNDRAISING EVENTS MERCHANDISE SALES - 2016 AMOUNT: $ 323,079. 2017 AMOUNT: $ 190,906. 2018 AMOUNT: $ 196,808. 2019 AMOUNT: $ 248,563. 2020 AMOUNT: $ 96,320. OTHER INCOME - 2018 AMOUNT: $ 132,511. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2500000 267105 267105 2500000 2366233 397821 264054 2500000 2636476 -248811 21432 2366233 2514315 122161 305575 305575 2636476 2550768 580255 616708 2514315 0.47000 0.50700 0.02300 0 0 786847 786847 15147613 3526373 11621240 2489110 1354922 1134188 325529 325529 13867804 REFUNDABLE GRANT ADVANCE 239200 239200 5584297 555428 130221 22455 708104 4876193 35230 35230 4911423 3173395 130221 22455 152676 3020719 35230 35230 3055949 PART V, LINE 4: THE TEMPORARY RESTRICTED FUNDS WILL BE USED FOR ITEMS AS DESIGNATED BY THE DONORS. THE FUNDS THAT WERE PERMANENTLY RESTRICTED BY THE DONORS WILL BE KEPT IN PRINCIPAL AND ONLY THE INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. THE BOARD OF DIRECTORS HAS APPROVED A MINIMUM BALANCE FOR INVESTMENTS, SO THIS AMOUNT WILL ALSO BE KEPT IN PRINCIPAL AND ONLY INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 13,476. FUNDRAISING EXPENSES 8,979. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 13,476. FUNDRAISING EXPENSES 8,979. X X X X X X 1 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILING 1 333189 139704 193485 333189 139704 193485 WI MI GALA EVENT 429834 410550 19284 10213 37468 GOLF 128146 31986 96160 19974 41981 5 599805 413827 185978 1500 12278 81688 1157785 856363 301422 1500 42465 161137 205102 96320 X X X X 0 0 0 0 0 0 0 0 0 ANN PETRIE PRESIDENT/CEO 171398 0 20400 0 0 0 5393 0 16477 0 213668 0 0 0 X 11 84085 FAIR MARKET VALUE X 84 40203 FAIR MARKET VALUE X WISHLIST ITEMS 853 270996 FAIR MARKET VALUE X EVENT SUPPLIES 23 20828 FAIR MARKET VALUE X BEVERAGES 29 7978 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 DAN SCHWABE AND GARY ZIMMERMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND MAKES IT AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST POLICY FORM AND INFORM MANAGEMENT OF ANY POTENTIAL CONFLICTS DURING THE YEAR. THE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR PRO-ACTIVELY IDENTIFYING CONFLICTS AND/OR POTENTIAL CONFLICTS AND ACTING ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE CONSULTS EXTERNAL COMPENSATION DATA TO DETERMINE COMPENSATION FOR THE PRESIDENT/CEO AND OTHER POSITIONS. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE AND THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND HAS THE SAME REVIEW PROCESS AS IT HAS HAD IN PRIOR YEARS.