2018-05-14T16:11:01-05:00 2017-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2017-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 SANDRA EVANS TREASURER 4144755333 2018-05-08 JILL M BOYLE CPA P01246734 2627549400 2018-05-08 2017 2022-09-23 18:48:47Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 11322518 0 X RMHC-EASTERNWI.ORG X 1982 WI KEEPING FAMILIES TOGETHER AND PROMOTES THE HEALTH AND WELL-BEING OF CHILDREN. 21 21 31 550 0 0 3443697 4622179 0 0 185443 595733 323079 190906 3952219 5408818 260000 57200 0 0 860219 912947 0 0 293735 1433551 1848535 2553770 2818682 1398449 2590136 26370768 29967065 484004 407073 25886764 29559992 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. 1 1 2173013 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES A SAFE ENVIRONMENT AND OFFERS SUPPORTIVE FAMILY PROGRAMS. SINCE 1984, MORE THAN 43,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE "HOME". LAST YEAR, WE SERVED 2,620 FAMILIES. WHILE OVER THREE-FOURTHS OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES TO SEEK THE LIFE-GIVING MEDICAL CARE AT WORLD-RENOWNED, CHILDREN'S HOSPITAL OF WISCONSIN AND OTHER AREA HOSPITALS. WITH A SIGNIFICANT EXPANSION AND RENOVATION COMPLETED IN SEPTEMBER OF 2014, WE SERVE UP TO 70 FAMILIES EACH DAY AND WERE ABLE TO SERVE EVERY FAMILY WHO NEEDED OUR HOUSE DURING 2017. ON AVERAGE, OUR FAMILIES STAY WITH US FOR JUST OVER 7 DAYS; HOWEVER OVER 47% 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 $90 PER NIGHT. LAST YEAR, ONLY 34% 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 9% 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, 582 MEALS WERE PROVIDED INCLUDING DINNERS, WEEKEND BRUNCHES, LUNCHES-TO-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 THERAPISTS, MUSIC THERAPIST, AND DRAMA/MOVEMENT THERAPISTS USE A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. THEY PROVIDE SUPPORT AND A SAFE PLACE TO EXAMINE THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS OR INJURY AND THE WAY IT AFFECTS THE CHILD AS WELL AS THE 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 ABOUT TWICE A WEEK. SECRET GARDEN - ADJACENT TO THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATERFALL 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 16 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.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. 62202 57200 SCHOLARSHIPS - THE RMHC NATIONAL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE GRADUATING HIGH SCHOOL SENIORS WHO FACE LIMITED ACCESS TO EDUCATIONAL AND CAREER OPPORTUNITIES. STUDENTS ARE SELECTED AND AWARDS ARE DISTRIBUTED BASED ON DEMONSTRATED ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND COMMUNITY INVOLVEMENT. THE RMHC NATIONAL SCHOLARSHIP PROGRAM IS COMPRISED OF 4 INDIVIDUAL SCHOLARSHIP PROGRAMS INCLUDING: RMHC/ASIA, RMHC/AFRICAN AMERICAN FUTURE ACHIEVERS, RMHC/HACER (HISPANIC AMERICAN COMMITMENT TO EDUCATIONAL RESOURCES), AND RMHC SCHOLARS.IN 2017, 29 STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS. SCHOLARSHIP FUNDS CAME DIRECTLY FROM THE MCDONALD'S OF SOUTHEASTERN WISCONSIN ADVERTISING ASSOCIATION INC. WITH A PARTIAL MATCH BY RONALD MCDONALD HOUSE CHARITIES, INC. IN DECEMBER 2016, $200,000 WAS GRANTED TO COLUMBIA/ST. MARY'S FOUNDATION, INC. TO SUPPORT A MILWAUKEE MOBILE DENTAL CLINIC PROGRAM CALLED "MILES OF SMILIES." THIS FOUR YEAR GIFT WILL HELP SUPPORT A PROGRAM VITAL TO HELPING PROVIDE DENTAL SERVICES TO MILWAUKEE'S UNDERSERVED YOUTH. 2235215 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 31 1 0 0 0 0 0 1 1 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 X X ANN PETRIE-PRESIDENTCEO 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DENNIS BUCHAN DIRECTOR 1.00 X 0 0 0 MARSHALL CHAY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER DANIELS DIRECTOR 1.00 X 0 0 0 SANDRA EVANS DIRECTOR 1.00 X 0 0 0 DAN GEIGLER VICE-CHAIRMAN 10.00 X X 0 0 0 ANDREA JONAS DIRECTOR 1.00 X 0 0 0 TODD JONES TREASURER 5.00 X X 0 0 0 STEVE KILIAN DIRECTOR 1.00 X 0 0 0 DAVE LELINSKI 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 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 NOEL WILLIAMS DIRECTOR 1.00 X 0 0 0 JENNIFER OLK SECRETARY 1.00 X X 0 0 0 GARY ZIMMERMAN CHAIRMAN 5.00 X X 0 0 0 ANNA ZERK-DEWEERDT DIRECTOR 1.00 X 0 0 0 ANN PETRIE PRESIDENT/CEO 55.00 X X 152272 0 18226 152272 0 18226 1 0 1 0 0 45587 782790 3793802 226915 4622179 480690 480690 5703045 5542708 45294 160337 -45294 115043 115043 516604 782790 325698 190906 190906 5408818 0 0 786639 57200 57200 170498 102299 34099 34100 659010 432084 126824 100102 16454 9186 2693 4575 66985 37397 10962 18626 19705 19705 30293 30293 18877 15102 3775 15593 12474 3119 64262 57836 6426 164827 156586 8241 2634 1317 1317 17774 15108 2666 133604 133604 473505 468770 4735 89755 86755 3000 HOUSE MAINTENANCE 346139 342479 3660 SUPPLIES 236904 213214 23690 TELEPHONE 37027 31472 4814 741 PUBLIC RELATIONS 32922 27984 4938 164714 35665 2832 126217 2818682 2235215 289732 293735 661548 598981 460225 153785 359755 69568 12358 17439 18530982 4017890 14786236 14513092 10090646 14614200 26370768 29967065 412124 264338 71880 142735 484004 407073 X 24604500 28155567 14315 136476 1267949 1267949 25886764 29559992 26370768 29967065 2590136 1083093 0 X X 0 1 X 1 0 X 3113654 3007503 2699499 3443997 4622179 16886832 3113654 3007503 2699499 3443997 4622179 16886832 177025 16709807 154851 124786 215478 230138 480690 1205943 269753 160604 299754 323079 190906 1244096 19336871 0.86410 0.87330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2514315 122161 305575 305575 2636476 2550768 580255 616708 2514315 2547502 3266 311822 311822 2550768 9553652 7006150 240688 240688 2547502 8513478 1040739 144153 144715 9553652 0.46700 0.48100 0.05200 0 0 770304 770304 15307214 2746027 12561187 2386525 1215356 1171169 66939 56507 10432 14513092 6713434 1083092 20625 231192 1334909 5378525 30293 30293 5408818 3040206 20625 231192 251817 2788389 30293 30293 2818682 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: FUNDRAISING EXPENSES 185,898. LOSS ON SALE OF FIXED ASSETS 45,294. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 185,898. LOSS ON SALE OF FIXED ASSETS 45,294. GALA EVENT 400481 218775 181706 0 714 3000 46430 3225 79707 CHRISTMAS FANTASY HOUSE 147061 0 147061 0 0 0 551 21228 4 781383 564015 217368 2304 500 1210 20190 0 122464 1328925 782790 546135 2304 1214 4210 67171 3225 223399 301523 244612 1 COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS 29 57200 0 FORM 990 SCHEDULE I, PART I, LINE 2 THE RONALD MCDONALD HOUSE CHARITIES NATIONAL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE GRADUATING HIGH SCHOOL SENIORS WHO FACE LIMITED ACCESS TO EDUCATIONAL AND CAREER OPPORTUNITIES. STUDENTS WERE SELECTED AND AWARDS DISTRIBUTED BASED ON DEMONSTRATED ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND COMMUNITY INVOLVEMENT. A SELECTION COMMITTEE, MADE UP OF MCDONALD'S FRANCHISEES AND RMHC STAFF, COMPLETED GRADING AND DETERMINATION OF AWARDEES. FUNDS FOR THE SCHOLARSHIP AWARDS CAME DIRECTLY FROM THE MCDONALD'S OF SOUTHEASTERN WISCONSIN ADVERTISING ASSOCIATION INC. AND A MATCHING GRANT BY RONALD MCDONALD HOUSE CHARITIES, INC. NO FUNDS RAISED BY THE RONALD MCDONALD HOUSE OF EASTERN WISCONSIN, INC. ARE USED FOR THESE SCHOLARSHIPS. THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS TO THE COLLEGE OF THEIR CHOICE IN 2017 WITH 29 STUDENTS' COLLEGES OR UNIVERSITIES DIRECTLY RECEIVING $57,200 OF SCHOLARSHIP FUNDING. 2017 WAS THE FINAL YEAR OF THE SCHOLARSHIP PROGRAM. X X X X 0 0 0 0 0 0 0 0 0 ANN PETRIE PRESIDENT/CEO 131272 0 21000 0 0 0 4770 0 13456 0 170498 0 0 0 X 8 23423 FAIR MARKET VALUE X 1 5000 FAIR MARKET VALUE X MATTRESSES 72 108752 FAIR MARKET VALUE X BAGS 2000 68400 FAIR MARKET VALUE X BEVERAGES 57 15857 FAIR MARKET VALUE X MCD CANISTERS 15 5472 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. FORM 990, PART III, LINE 2 IN 2017, THE HOSPITALITY CART PROGRAM BEGAN. THANKS TO FUNDING FROM KOHL'S CARES, THIS PROGRAM OFFERS SNACKS, GAMES, TOILETRIES, AND OTHER ITEMS TO FAMILIES AT CHILDREN'S HOSPITAL OF WISCONSIN. VOLUNTEERS WHEEL THE CART ON A DEFINED ROUTE TWICE EACH TUESDAY. IN 2017, OVER 1,700 PEOPLE WERE SERVED A BIT OF RONALD MCDONALD HOSPITALITY THROUGH THIS PROGRAM. FORM 990, PART III, LINE 3 2017 WAS THE FINAL YEAR OF THE RMHC NATIONAL SCHOLARSHIP PROGRAM. 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 THERE HAS NOT BEEN A CHANGE IN PROCEDURE SINCE THE PRIOR YEAR.