2020-06-18T12:59:39-05:00 2019-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DAVE SANDSTROM TREASURER 4144755333 2020-06-16 JAMES B BOUTELLE CPA P01794129 2627549400 2020-06-16 24.209.117.46 2020-06-16 11:18:31 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2019 2020-04-17 16:48:07Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 13643682 0 X RMHC-EASTERNWI.ORG X 1982 WI TO KEEP FAMILIES TOGETHER AND PROMOTE THE HEALTH AND WELL-BEING OF CHILDREN. 19 19 33 550 0 0 4230896 5419558 0 0 874007 600777 329319 248563 5434222 6268898 175000 0 0 0 1055238 1108765 0 135516 313945 2208054 2087271 3438292 3331552 1995930 2937346 30067369 35178488 475411 518149 29591958 34660339 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 2591651 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES GUEST ROOMS AND OFFERS SUPPORTIVE FAMILY PROGRAMS. SINCE 1984, MORE THAN 48,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THIS RONALD MCDONALD HOUSE "HOME". LAST YEAR, WE SERVED 2,951 FAMILIES. WHILE OVER 75% 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 2019. ON AVERAGE, OUR FAMILIES STAY WITH US FOR JUST OVER 7 DAYS; HOWEVER OVER 50% 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 $128 PER NIGHT ($99 AFTER GENEROUS DONATIONS OF IN-KIND DONATIONS). LAST YEAR, ONLY 27% 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 6% 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: FAMILY DINNER PROGRAM - EACH NIGHT, AREA ORGANIZATIONS, BUSINESSES, CHURCHES, AND FAMILY GROUPS SERVE HOME-COOKED MEALS TO OUR FAMILIES. LAST YEAR, 649 MEALS WERE PROVIDED INCLUDING DINNERS, WEEKEND BRUNCHES, LUNCH-2-GO AND SNACKS FROM SCRATCH. THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. 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. 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 2019, 1,729 OF VOLUNTEER HOURS WERE PROVIDED TO MAINTAIN THE GARDEN. THIRTY-SIX GARDEN EDUCATION CLASSES TOOK PLACE IN 2019.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. 2591651 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 18 0 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 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 DENNIS BUCHAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER DANIELS DIRECTOR 1.00 X 0 0 0 SANDRA EVANS TREASURER 3.00 X X 0 0 0 DAN GEIGLER CHAIRPERSON 5.00 X X 0 0 0 ANNE HORTER DIRECTOR 1.00 X 0 0 0 ANDREA JONAS DIRECTOR 1.00 X 0 0 0 TODD JONES VICE-CHAIRPERSON 3.00 X X 0 0 0 STEVE KILIAN DIRECTOR 1.00 X 0 0 0 MAUREEN MANNING DIRECTOR 1.00 X 0 0 0 MARK NATZKE DIRECTOR 1.00 X 0 0 0 CHRIS NICKELS SECRETARY 1.00 X X 0 0 0 JENNIFER OLK DIRECTOR 1.00 X 0 0 0 DAVE SANDSTROM DIRECTOR 1.00 X 0 0 0 DANIEL P SCHWABE DIRECTOR 1.00 X 0 0 0 MARK SHIP DIRECTOR 1.00 X 0 0 0 PATRICK SINKS DIRECTOR 1.00 X 0 0 0 JEFFREY M STEREN DIRECTOR 1.00 X 0 0 0 PAUL LETOURNEAU DIRECTOR 1.00 X 0 0 0 GARY ZIMMERMAN DIRECTOR 3.00 X 0 0 0 ANN PETRIE PRESIDENT/CEO 55.00 X 159628 0 22917 159628 0 22917 1 0 1 0 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILING 135516 1 31863 769940 4617755 619282 5419558 341432 341432 7264585 6973615 31625 290970 -31625 259345 259345 618107 769940 369544 248563 248563 6268898 0 0 849340 182545 109527 45636 27382 825915 544400 186305 95210 21874 12588 4307 4979 496 496 77935 44846 15348 17741 18400 18400 135516 135516 40573 40573 18938 15150 3788 15400 12320 3080 54799 49319 5480 145829 138538 7291 3082 1541 1541 12667 10767 1900 442161 437739 4422 133758 130758 3000 SUPPLIES 754416 678974 75442 HOUSE MAINTENANCE 287121 284250 2871 TELEPHONE 46157 39234 6000 923 PUBLIC RELATIONS 30064 25554 4510 83906 57191 3652 23063 3331552 2591651 425956 313945 767583 480960 257436 4955354 76672 199233 17030 28105 18377202 4450347 14122983 13926855 14825665 15587981 30067369 35178488 335701 353007 139710 165142 475411 518149 X 28274201 33184013 1317757 1476326 29591958 34660339 30067369 35178488 2937346 2131035 0 X X 0 1 X 1 0 X 2699499 3443997 4622179 4230896 5419558 20416129 2699499 3443997 4622179 4230896 5419558 20416129 683438 19732691 215478 230138 480690 302900 341432 1570638 299754 323079 190906 329319 248563 1391621 23378388 0.84410 0.86540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS REVENUE FROM FUNDRAISING EVENTS MERCHANDISE SALES - 2015 AMOUNT: $ 299,754. 2016 AMOUNT: $ 323,079. 2017 AMOUNT: $ 190,906. 2018 AMOUNT: $ 196,808. 2019 AMOUNT: $ 248,563. OTHER INCOME - 2018 AMOUNT: $ 132,511. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2366233 397821 264054 2500000 2636476 -248811 21432 2366233 2514315 122161 305575 305575 2636476 2550768 580255 616708 2514315 2547502 3266 311822 311822 2550768 0.40900 0.50800 0.08300 0 0 786847 786847 15078905 3244087 11834818 2431869 1206260 1225609 79581 79581 13926855 8568681 2131035 183010 31625 2345670 6223011 40573 5314 45887 6268898 3500300 183010 31625 214635 3285665 40573 5314 45887 3331552 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 31,625. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 5,314. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 31,625. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 5,314. X X X X X X 1 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILING 1 291845 135516 156329 291845 135516 156329 WI MI GALA EVENT 505002 343607 161395 1500 50604 76689 CHRISTMAS FANTASY HOUSE 176302 0 176302 6501 35520 5 706743 426333 280410 35754 162976 1388047 769940 618107 1500 92859 275185 369544 248563 X X X X 0 0 0 0 0 0 0 0 0 ANN PETRIE PRESIDENT/CEO 159628 0 0 0 0 0 5053 0 17864 0 182545 0 0 0 X 9 79555 FAIR MARKET VALUE X 558 112900 FAIR MARKET VALUE X WISHLIST ITEMS 1232 346372 FAIR MARKET VALUE X EVENT SUPPLIES 625 37425 FAIR MARKET VALUE X STATUE,FRIDGE 2 27316 FAIR MARKET VALUE X BEVERAGES 50 15714 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.