UPLAND HILLS HEALTH FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UPLAND HILLS HEALTH FOUNDATION INC (EIN 26-0596045)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-17
IRS object ID
202002309349303550
Schema version
2018v3.2
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)
Return2020-08-17T15:44:12-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

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 Begin2018-10-01TaxPeriodBeginDt

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
Signature2020-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2020-08-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.4.25.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-13IPDt
IP Tm22:44:19IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9747BB8E0DC0E78824B7C9EDF76D609BB7F00C05AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

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$773,921GrossReceiptsAmt
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 Volunteers49TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$325,179PYContributionsGrantsAmt
CY Contributions Grants$717,523CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$49,358PYInvestmentIncomeAmt
CY Investment Income$56,398CYInvestmentIncomeAmt
PY Other Revenue$7,235PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$381,772PYTotalRevenueAmt
CY Total Revenue$773,921CYTotalRevenueAmt
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$2,418PYOtherExpensesAmt
CY Other Expenses$3,506CYOtherExpensesAmt
PY Total Expenses$2,418PYTotalExpensesAmt
CY Total Expenses$3,506CYTotalExpensesAmt
PY Revenues Less Expenses$379,354PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$770,415CYRevenuesLessExpensesAmt
Total Assets BOY$1,893,908TotalAssetsBOYAmt
Total Assets EOY$2,668,764TotalAssetsEOYAmt
Total Liabilities BOY$351,729TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,542,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,668,764NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerInd
DAMON BOATWRIGHT
DIRECTOR1.00Yes (X)$0$0$0
DICK CATES
DIRECTOR1.00Yes (X)$0$0$0
DICK JOSH
DIRECTOR1.00Yes (X)$0$0$0
TED GREENHECK
DIRECTOR1.00Yes (X)$0$0$02.50
SKIP LEE
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARTHA BOYER
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARK MASTERS
TREASURER1.00Yes (X)$0$0$0Yes (X)
ANDREA POTTERTON
SECRETARY1.00Yes (X)$0$0$0Yes (X)
LISA SCHNEDLER
PRESIDENT/CEO - UHH1.00Yes (X)$0$303,819$28,23043.00Yes (X)
ARTHUR K PUSTINA
VP OF FINANCE - UHH1.00$0$181,761$26,69857.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$485,580TotReportableCompRltdOrgAmt
Total Other Compensation$54,928TotalOtherCompensationAmt
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$112,219RelatedOrganizationsAmt
All Other Contributions$605,304AllOtherContributionsAmt
Total Contributions$717,523TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,398TotalRevenueColumnAmt
Exclusion$56,398ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$773,921TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$56,398ExclusionAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,506TotalAmt
Management And General$3,506ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,506TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,506ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,717,875BOYAmt
EOY$2,109,582EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$176,033BOYAmt
EOY$559,182EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,893,908BOYAmt
EOY$2,668,764EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$351,729BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$351,729BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$625,212BOYAmt
EOY$1,327,633EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$706,585BOYAmt
EOY$1,130,749EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$210,382BOYAmt
EOY$210,382EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,542,179BOYAmt
EOY$2,668,764EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,893,908BOYAmt
EOY$2,668,764EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$770,415ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,441NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$351,729PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$82,490CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,736CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,343CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$325,179CurrentTaxYearMinus1YearAmt
Current Tax Year$717,523CurrentTaxYearAmt
Total$1,289,271TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82,490CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,736CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,343CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$325,179CurrentTaxYearMinus1YearAmt
Current Tax Year$717,523CurrentTaxYearAmt
Total$1,289,271TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,540SubstantialContributorsTotAmt
Public Support Total170$1,280,731PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,372CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,358CurrentTaxYearMinus1YearAmt
Current Tax Year$56,398CurrentTaxYearAmt
Total$159,114TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,187CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,890CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,235CurrentTaxYearMinus1YearAmt
Total$25,612TotalAmt
FieldValueIRS element (for citing)
Total Support$1,473,997TotalSupportAmt
Public Support CY1700.86890PublicSupportCY170Pct
Public Support PY1700.82840PublicSupportPY170Pct
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$259,537BeginningYearBalanceAmt
Investment Earnings Or Losses$6,297InvestmentEarningsOrLossesAmt
End Year Balance$265,834EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$231,735BeginningYearBalanceAmt
Investment Earnings Or Losses$20,140InvestmentEarningsOrLossesAmt
End Year Balance$251,875EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$216,040BeginningYearBalanceAmt
Investment Earnings Or Losses$15,695InvestmentEarningsOrLossesAmt
End Year Balance$231,735EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$214,947BeginningYearBalanceAmt
Investment Earnings Or Losses$1,093InvestmentEarningsOrLossesAmt
End Year Balance$216,040EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.79140PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20860TermEndowmentBalanceEOYPct
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$302,013$0$0$0$1,806$0$11,055$0$17,175$0$332,049$0$0
ARTHUR K PUSTINA
VP OF FINANCE - UHH$0$179,473$0$0$0$2,288$0$7,371$0$19,327$0$208,459$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 (9 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 XII, LINE 2C:THE BOARD OF DIRECTORS OF UPLAND HILLS HEALTH, INC. ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS BY AN INDEPENDENT ACCOUNTANT. THE BOARD OF DIRECTORS OF UPLAND HILLS HEALTH, INC. ALSO APPROVES THE SELECTION OF THE INDEPENDENT AUDITORS AND HISTORICALLY HAS USED A PROCESS OF SOLICITATION OF SEALED BIDS FROM INDEPENDENT AUDIT FIRMS WITH HEALTHCARE AUDIT EXPERIENCE EVERY FIVE YEARS SO THAT THE AUDIT FIRM REVIEW IS DONE ON A REGULAR BASIS. THESE PROCESSES AND PROCEDURES HAVE NOT CHANGED.
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 2.0 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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.