2017-05-12T14:45:23-05:00 2016-12-31 990 2016-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 TODD JONES TREASURER 4144755333 2017-05-11 12.155.240.66 2017-05-11 09:49:17 CD P A0F68812CED07A6685D0115B8A2ACEC4C4CF4AD3 A0F68812CED07A6685D0115B8A2ACEC4C4CF4AD3 2016 2021-01-29 14:40:06Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 6332848 0 X RMHCHOME.ORG X 1982 WI KEEPING FAMILIES TOGETHER WHILE THEIR LIVES HAVE BEEN DISRUPTED BY A CHILD'S ILLNESS OR INJURY. 21 21 32 0 0 0 2606003 3443697 0 0 747285 185443 280314 323079 3633602 3952219 60000 260000 0 0 839717 860219 0 0 200608 1389470 1433551 2289187 2553770 1344415 1398449 24228583 26370768 207736 484004 24020847 25886764 X RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. KEEPS FAMILIES TOGETHER WHILE THEIR CHILD IS RECEIVING MEDICAL TREATMENT AT AN AREA HOSPITAL. THE ORGANIZATION PROVIDES A HOME ENVIRONMENT AND SUPPORTIVE FAMILY PROGRAMS. 1 0 1867145 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES AN ENVIRONMENT AND SUPPORTIVE FAMILY PROGRAMS. SINCE 1984, MORE THAN 40,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE "HOME". LAST YEAR, WE SERVED 2,360 FAMILIES. WHILE ALMOST 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 NOW CAN SERVE 70 FAMILIES EACH DAY AND WERE ABLE TO SERVE EVERY FAMILY WHO NEEDED OUR HOUSE DURING 2016. ON AVERAGE, OUR FAMILIES STAY WITH US FOR ALMOST 7 DAYS; HOWEVER OVER 47% FAMILIES STAY WERE FOR LONGER THAN 30 DAYS. THE REASONS THAT FAMILIES STAY WITH US ARE AS UNIQUE AS EACH CHILD AND, THEY 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 ALMOST $90 PER NIGHT. LAST YEAR, ONLY 37% 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 11% OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF 550 VOLUNTEERS AGES 14 TO 102. 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 THE 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, 565 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 AND MUSIC THERAPIST 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, TWO RABBITS AND THEIR RESPECTIVE HANDLERS VISIT THE RONALD MCDONALD HOUSE ABOUT TWICE A WEEK. SECRET GARDEN - BEHIND THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATERFALL AND A PATIO EQUIPPED WITH A GAS GRILL. 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. 66942 60000 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 2016, THIRTY 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.. 200000 200000 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 SMILES." THIS FOUR YEAR GIFT WILL HELP SUPPORT A PROGRAM VITAL TO HELPING PROVIDE DENTAL SERVICES TO MILWAUKEE'S UNDERSERVED YOUTH. 2134087 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 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 1 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 SANDRA EVANS DIRECTOR 1.00 X 0 0 0 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 DAN GEIGLER VICE-CHAIRMAN 5.00 X X 0 0 0 DR MICHAEL F GUTZEIT DIRECTOR 1.00 X 0 0 0 ANDREA JONAS DIRECTOR 1.00 X 0 0 0 TODD JONES TREASURER 5.00 X 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 DAVE LELINSKI DIRECTOR 1.00 X 0 0 0 STEVE KILLIAN 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 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 PATRICK SINKS DIRECTOR 1.00 X 0 0 0 ANN PETRIE PRESIDENT/CEO 55.00 X 127092 0 0 127092 0 0 1 0 0 0 0 27846 325118 3090733 52179 3443697 230138 230138 1952444 50 1988306 8883 -35862 -8833 -44695 -44695 706519 325118 383440 323079 323079 3952219 0 0 508522 200000 200000 60000 60000 165290 99174 33058 33058 601344 396481 94597 110266 18797 10269 2450 6078 9516 9516 65272 35660 8508 21104 15081 15081 21507 21507 50862 40690 10172 16248 13812 2436 28604 25744 2860 132394 131070 1324 2014 2014 10791 9172 1619 128268 128268 465927 461268 4659 68562 65562 3000 HOUSE MAINTENANCE 282075 279117 2958 SUPPLIES 95922 86330 9592 PUBLIC RELATIONS 30003 25503 4500 TELEPHONE 28203 23973 3666 564 57090 32478 2010 22602 2553770 2134087 219075 200608 577789 661548 161819 460225 865157 359755 11266 12358 18422576 3636340 15178715 14786236 7433837 10090646 24228583 26370768 172153 412124 35583 71880 207736 484004 X 22702129 24604500 50769 14315 1267949 1267949 24020847 25886764 24228583 26370768 X 1398449 467464 4 X X 0 1 X 1 0 X 3905896 3113654 3007503 2699499 3443997 16170549 3905896 3113654 3007503 2699499 3443997 16170549 132696 16037853 229929 154851 124786 215478 230138 955182 186265 269753 160604 299754 323079 1239455 18365186 0.87330 0.86670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2550768 580255 616708 2514315 2547502 3266 311822 311822 2550768 9553652 7006150 240688 240688 2547502 8513478 1040739 144153 144715 9553652 6857314 1656164 153547 153547 8513478 0.49000 0.50400 0.00600 0 0 732751 732751 15299568 2445946 12853622 2323318 1140842 1182476 66939 49552 17387 14786236 4395703 467464 14550 482014 3913689 21507 17023 38530 3952219 2529786 14550 -17027 -2477 2532263 21507 21507 2553770 PART V, LINE 4: THE MAJORITY OF THE TEMPORARY RESTRICTED FUNDS WERE UTILIZED FOR OUR 2013-14 EXPANSION 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. SCHEDULE D, PART XI, LINE 4B & PART XII, LINE 2D PART XI, LINE 4B - OTHER ADJUSTMENTS REVENUE: FUNDRAISING EXPENSES 25,856 LOSS ON SALE OF FIXED ASSETS -8,833 TOTAL 17,023 PART XII, LINE 2D - OTHER ADJUSTMENTS EXPENSES: FUNDRAISING EXPENSES -25,856 LOSS ON SALE OF FIXED ASSETS 8,833 ROUNDING -4 TOTAL -17,027 GALA EVENT 409451 63550 345901 750 3000 21596 219 75433 HOLIDAY LUNCH/BOUTIQUE 90011 12625 77386 500 1053 1000 12367 31970 4 528737 248943 279794 200 18214 196917 1028199 325118 703081 700 1803 4000 52177 219 304320 363219 339862 1 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD MILWAUKEE WI 53212 391494981 200000 TO SUPPORT THE DENTAL CLINIC PROGRAM CALLED "MILES OF SMILES" WHICH PROVIDES DENTAL SERVICES TO MILWAUKEE'S UNDERSERVED YOUTH. 1 0 COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS 30 60000 FORM 990 SCHEDULE I, PART I, LINE 2 THE FOUR-YEAR GRANT TO COLUMBIA ST. MARY'S FOUNDATION WAS MADE IN DECEMBER 2016. THE FOUNDATION WILL REPORT TO RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. THE USE OF THESE FUNDS FOR THE "MILES OF SMILES" MOBILE DENTAL CLINIC PROGRAM. 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 PORTION OF THOSE FUNDS WERE MATCHED 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 2016. X 6 14983 FAIR MARKET VALUE X BEVERAGES 56 25196 FAIR MARKET VALUE X MCD CANISTERS 28 12000 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, $200,000 WAS GRANTED TO COLUMBIA/ST. MARY'S FOUNDATION, INC. TO SUPPORT A MILWAUKEE MOBILE DENTAL CLINIC PROGRAM CALLED "MILES OF SMILES." THIS FOUR YEAR GIFT WILL HELP SUPPORT A PROGRAM VITAL TO HELPING PROVIDE DENTAL SERVICES TO MILWAUKEE'S UNDERSERVED YOUTH. SUPPORT OF THIS "MILES OF SMILES" MOBILE DENTAL CLINIC PROGRAM IS CORE TO RONALD MCDONALD HOUSE CHARITIES, INC. ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 RONALD MCDONALD HOUSE CHARITES OF EASTERN WISCONSIN'S BYLAWS WERE REVISED EFFECTIVE 4/21/2016 TO ALLOW DIRECTORS TO BE RE-ELECTED TO TWO ADDITIONAL CONSECUTIVE TERMS. IN ADDITION, BOARD MEMEBRS WHO SERVED A FULL TERM AS CHAIRMAN OF THE BOARD ARE EXEMPT FROM TERM LIMITS. 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 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 XI, LINE 9: ROUNDING 4. 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.