DEAN FOUNDATION FOR HEALTH RESEARCH AND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: DEAN FOUNDATION FOR HEALTH RESEARCH AND (EIN 39-1546086)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-09
IRS object ID: 201721299349301492
Schema version: 2016v3.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-09T13:50:58-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	391203191	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SVA CERTIFIED PUBLIC ACCTS SC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1221 JOHN Q HAMMONS DRIVE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53717	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391546086	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DEAN FOUNDATION FOR HEALTH RESEARCH AND	BusinessNameLine1Txt
Business Name Line2	EDUCATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	DEAN	BusinessNameControlTxt
Phone	6088272312	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2711 ALLEN BLVD NO 300	AddressLine1Txt
City	MIDDLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53562	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	M SCOTT STATZ	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	6088272312	PhoneNum
Signature	2017-05-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIRSTEN HOUGHTON	PreparerPersonNm
PTIN	P01273230	PTIN
Phone	6088318181	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.128.11.234	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-05-08	IPDt
IP Tm	08:33:54	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B9D72D75531DC738802FCF7D656FA36EF6C2B14C	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	M SCOTT STATZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2711 ALLEN BLVD SUITE 300	AddressLine1Txt
City	MIDDLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53562	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,361,698	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.DEAN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1985	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES AND TO PROVIDE HEALTH EDUCATION AND CARE FOR THE UNDER SERVED.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	37	TotalEmployeeCnt
Total Volunteers	102	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$192,931	PYContributionsGrantsAmt
CY Contributions Grants	$193,068	CYContributionsGrantsAmt
PY Program Service Revenue	$2,367,874	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,092,929	CYProgramServiceRevenueAmt
PY Investment Income	$55,703	PYInvestmentIncomeAmt
CY Investment Income	$43,873	CYInvestmentIncomeAmt
PY Other Revenue	$30,714	PYOtherRevenueAmt
CY Other Revenue	$2,400	CYOtherRevenueAmt
PY Total Revenue	$2,647,222	PYTotalRevenueAmt
CY Total Revenue	$2,332,270	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,801,097	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,860,821	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$6,500	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$18,158	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$19,814	CYTotalFundraisingExpenseAmt
PY Other Expenses	$743,264	PYOtherExpensesAmt
CY Other Expenses	$783,474	CYOtherExpensesAmt
PY Total Expenses	$2,550,861	PYTotalExpensesAmt
CY Total Expenses	$2,662,453	CYTotalExpensesAmt
PY Revenues Less Expenses	$96,361	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$330,183	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,804,612	TotalAssetsBOYAmt
Total Assets EOY	$1,524,554	TotalAssetsEOYAmt
Total Liabilities BOY	$907,806	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$927,797	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$896,806	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$596,757	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES AND TO PROVIDE HEALTH EDUCATION AND CARE FOR THE UNDER SERVED.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$645,365	ExpenseAmt
Revenue	$619,981	RevenueAmt
Desc	ACTIVE CONDUCT OF MEDICAL RESEARCH TO INCLUDE STUDIES TO DISCOVER OR VERIFY KNOWLEDGE RELATED TO THE CAUSES, DIAGNOSIS, TREATMENT AND/OR PREVENTION OR CONTROL OF PHYSICAL OR MENTAL DISEASES. THERE WERE OVER 1,160 VISITS IN 2016.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,263,495	ExpenseAmt
Revenue	$1,358,248	RevenueAmt
Desc	TO PROVIDE RESEARCH, TREATMENT, INFORMATION AND EDUCATION ON A VARIETY OF PSYCHIATRIC DISEASES AND THEIR TREATMENT. THERE WERE OVER 970 VISITS IN 2016.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$206,872	ExpenseAmt
Revenue	$117,100	RevenueAmt
Desc	PUBLIC SERVICE/EDUCATION - TO ORGANIZE OR SPONSOR SEMINARS OR OTHER EDUCATIONAL ACTIVITIES OPEN TO THE PUBLIC. TO PROVIDE CHARITABLE SERVICES WHERE THEY ARE NEEDED IN THE COMMUNITY, SPECIFICALLY: FREE SPECIALIST CARE AND ASTHMA EDUCATION TO THE UNINSURED OR UNDER INSURED. APPROXIMATELY 1,181 PEOPLE ATTENDED AT LEAST ONE OF THESE PROGRAMS IN 2016.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$2,115,732	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	51	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	37	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREGORY PITTS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6088272312	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2711 ALLEN BLVD SUITE 300	AddressLine1Txt
City	MIDDLETON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53562	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
SANDRA BRUHN
SECRETARY	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
VICTORIA SZEWCZYK MBA CPA
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
JULIEANNE POFAHL RN BS
INTERIM EXECUTIVE DIRECTOR/CHAIR	11.00	0.00	Yes (X)	Yes (X)	$29,799	$0	$894
DANIEL DANAHY MD
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
TOM OAKLEY
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
MARSHALL HEYWORTH
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
DAVID GORWITZ
TREASURER	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
SARAH JOELSON
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
M SCOTT STATZ
EXECUTIVE DIRECTOR	40.00	0.00		Yes (X)	$25,673	$0	$2,250
ANNE KOPLIN MD
MEDICAL DIRECTOR	27.00	0.00			$193,435	$0	$6,317	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$248,907	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$9,461	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$193,068	AllOtherContributionsAmt
Total Contributions	$193,068	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PSYCH CONTRACT REVENUE	541700	$1,358,248	$1,358,248
MEDICAL CONTRACT REVENUE	541700	$619,981	$619,981
OTHER PROGRAM SERVICES	900099	$114,700	$114,700

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,092,929	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,484	TotalRevenueColumnAmt
Exclusion	$36,484	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,036,817	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,029,428	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$7,389	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,389	TotalRevenueColumnAmt
Exclusion	$7,389	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	READING CLINIC	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,400	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,400	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,400	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,332,270	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,095,329	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$43,873	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$248,907	TotalAmt
Program Services	$193,435	ProgramServicesAmt
Management And General	$55,472	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,292,733	TotalAmt
Program Services	$1,085,217	ProgramServicesAmt
Management And General	$207,516	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$37,869	TotalAmt
Program Services	$32,083	ProgramServicesAmt
Management And General	$5,786	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$170,840	TotalAmt
Program Services	$152,712	ProgramServicesAmt
Management And General	$18,128	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$110,472	TotalAmt
Program Services	$92,331	ProgramServicesAmt
Management And General	$18,141	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$14,222	TotalAmt
Program Services	$9,140	ProgramServicesAmt
Management And General	$5,082	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,128	TotalAmt
Management And General	$2,128	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$18,708	TotalAmt
Management And General	$18,708	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$18,158	TotalAmt
Fundraising	$18,158	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,705	TotalAmt
Management And General	$9,705	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$13,470	TotalAmt
Program Services	$13,470	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$47,257	TotalAmt
Program Services	$45,658	ProgramServicesAmt
Fundraising	$1,599	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$33,987	TotalAmt
Program Services	$11,620	ProgramServicesAmt
Management And General	$22,310	ManagementAndGeneralAmt
Fundraising	$57	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$13,480	TotalAmt
Program Services	$9,732	ProgramServicesAmt
Management And General	$3,748	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$168,829	TotalAmt
Program Services	$90,623	ProgramServicesAmt
Management And General	$78,206	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18	TotalAmt
Program Services	$18	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$14,012	TotalAmt
Program Services	$10,940	ProgramServicesAmt
Management And General	$3,072	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$19,933	TotalAmt
Management And General	$19,933	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,095	TotalAmt
Program Services	$7,537	ProgramServicesAmt
Management And General	$4,558	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$43,973	TotalAmt
Program Services	$15,606	ProgramServicesAmt
Management And General	$28,367	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DIRECT PROJECT EXPENSES	$340,801	$334,504	$6,297
OTHER EXPENSES	$21,249	$9,766	$11,483
BANK CHARGES	$6,617		$6,617
MEALS	$2,325	$1,270	$1,055

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$665	TotalAmt
Program Services	$70	ProgramServicesAmt
Management And General	$595	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,662,453	TotalAmt
Program Services	$2,115,732	ProgramServicesAmt
Management And General	$526,907	ManagementAndGeneralAmt
Fundraising	$19,814	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$200	BOYAmt
EOY	$100	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$65,224	BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,651	BOYAmt
EOY	$38,400	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$571,243	BOYAmt
EOY	$341,855	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$83,139	BOYAmt
EOY	$34,490	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$341,387	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$321,624	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$25,734	BOYAmt
EOY	$19,763	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,048,421	BOYAmt
EOY	$1,089,946	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,804,612	BOYAmt
EOY	$1,524,554	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$232,344	BOYAmt
EOY	$241,708	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$640,000	BOYAmt
EOY	$660,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$35,462	BOYAmt
EOY	$26,089	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$907,806	BOYAmt
EOY	$927,797	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$294,844	BOYAmt
EOY	$71,686	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$601,962	BOYAmt
EOY	$525,071	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$896,806	BOYAmt
EOY	$596,757	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,804,612	BOYAmt
EOY	$1,524,554	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$330,183	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$30,134	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Medical Research Organization	Yes (X)	MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ST MARY'S HOSPITAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$26,311	OtherCostOrOtherBasisAmt
Depreciation	$26,311	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$315,076	OtherCostOrOtherBasisAmt
Depreciation	$295,313	DepreciationAmt
Book Value	$19,763	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$19,763	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEAN PSYCH DEPARTMENT PAYABLE	Desc
Amt	$26,089	Amt

Field	Value	IRS element (for citing)
Total Liability	$26,089	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$2,529,849	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$30,134	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$177,150	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$207,284	RevenueNotReportedAmt
Revenue Subtotal	$2,322,565	RevenueSubtotalAmt
Investment Expenses Not Incld	$9,705	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$9,705	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,332,270	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,829,898	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$177,150	DonatedServicesUseFcltsAmt
Expenses Not Reported	$177,150	ExpensesNotReportedAmt
Expenses Subtotal	$2,652,748	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$9,705	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$9,705	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,662,453	TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE RESULTS GROUP OF WISCONSIN LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MENOMONIE LANE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53704	ZIPCd

Field	Value	IRS element (for citing)
Activity	FUNDRAISING AND PUBLIC AWARENESS ACTIVITIES	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$12,400	GrossReceiptsAmt
Retained By Contractor	$18,158	RetainedByContractorAmt
Net To Organization	-$5,758	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$12,400	TotalGrossReceiptsAmt
Total Retained By Contractors	$18,158	TotalRetainedByContractorsAmt
Total Net To Organization	-$5,758	TotalNetToOrganizationAmt
Licensed States	WI	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	THE FOUNDATION CONTRACTED WITH THE RESULTS GROUP OF WISCONSIN, LLC FOR SERVICES IN CONNECTION WITH GRANT REQUESTS AND GRANT MANAGEMENT FOR THE BSP FREE CLINIC AND THE WRITING AND DISTRIBUTIONS OF THE FOUNDATION'S SPRING APPEAL LETTER.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANNE KOPLIN MD	PersonNm
Title	MEDICAL DIRECTOR	TitleTxt
Base Compensation Filing Org	$193,435	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$6,317	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$199,752	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE J, PART I, QUESTION 3	FormAndLineReferenceDesc
Explanation	THE FOUNDATION PERIODICALLY USES AN INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR. CONSULTATIONS FROM PAST YEARS SERVED AS THE BASIS FOR DETERMINING THE INTERIM EXECUTIVE DIRECTOR'S 2016 COMPENSATION, AND THE CURRENT EXECUTIVE DIRECTOR'S COMPENSATION WAS DETERMINED THROUGH NEGOTIATIONS WITH THE INTERIM EXECUTIVE DIRECTOR/BOARD CHAIR.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 3	THE ASTHMA CLINIC WAS CLOSED AND THE READING PROGRAM WAS DISCONTINUED IN 2016.
FORM 990, PART VI, SECTION B, LINE 11B	THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990: DEAN FOUNDATION FOR HEALTH, RESEARCH & EDUCATION, INC'S BUDGET & FINANCE COMMITTEE (A SUB-COMMITTEE OF THE BOARD OF DIRECTORS) AND THE BOARD OF DIRECTORS REVIEWED THE FORM 990 PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. THE FORM 990 WAS MADE AVAILABE TO THE BUDGET & FINANCE COMMITTEE SO THAT THE COMMITTEE COULD REVIEW IT IN DETAIL AND ASK QUESTIONS PRIOR TO PRESENTATION TO THE FULL BOARD. THE FULL BOARD RECEIVED IT PRIOR TO THE MEETING SO THAT THEY COULD REVIEW IT IN DETAIL TO DETERMINE IF THEY HAD QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12C	PROCESS USED TO MONITOR TRANSACTIONS FOR CONFILICTS OF INTEREST: THE FOUNDATION MONITORS CONFLICT OF INTEREST BY REQUIRING THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES TO COMPLETE AN ANNUAL STATEMENT ABOUT ANY POTENTIAL CONFLICT SITUATIONS. DETERMINATIONS OF CONFLICT ARE DETECTED AT THE MANAGEMENT LEVEL AND ELEVATED TO BOARD LEVEL FOR DISCUSSION AND/OR ACTION. ACTUAL CONFLICTS (OF WHICH THERE HAVE BEEN NONE) WOULD BE REVIEWED AT THE BOARD LEVEL. IF IT WAS DETERMINED A CONFLICT OF INTEREST EXISTED, THE PERSON WOULD BE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS OF DECISIONS CONCERNING THE TRANSACTION.
FORM 990, PART VI, SECTION C, LINE 19	ORGANIZATION'S POLICY REGARDING MAKING CERTAIN DOCUMENTS PUBLIC: THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES ON REQUEST.