2016-05-13T12:29:52-05:00 2015-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2015-01-01 391546086 Dean Foundation for Health Research and Education Inc DEAN 6088272312 2711 ALLEN BLVD No 300 MIDDLETON WI 53562 Julieanne Pofahl INTERIM EXECUTIVE DIRECTOR / CHAIR 6088272312 2016-05-13 1 Kirsten Houghton P01273230 6088318181 2016-05-13 2015 2016-09-27 15:27:22Z JULIEANNE POFAHL 2711 ALLEN BLVD SUITE 300 MIDDLETON WI 53562 2983153 0 X www.dean.org X 1985 WI THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES AND to PROVIDE HEALTH EDUCATION AND CARE FOR THE UNDER SERVED. 9 8 40 102 0 0 578992 192931 2192925 2367874 151396 55703 0 30714 2923313 2647222 0 0 0 0 2187153 1801097 0 6500 11585 845309 743264 3032462 2550861 -109149 96361 2055662 1804612 1122311 907806 933351 896806 THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES AND TO PROVIDE HEALTH EDUCATION AND CARE FOR THE UNDER SERVED. 0 0 567698 598319 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 1,090 visits IN 2015. 1198768 1750200 TO PROVIDE RESEARCH, TREATMENT, INFORMATION AND EDUCATION ON A VARIETY OF PSYCHIATRIC DISEASES AND THEIR TREATMENT. THERE WERE OVER 1,250 VISITS IN 2015. 218421 50069 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 1,680 PEOPLE ATTENDED AT LEAST ONE OF THESE PROGRAMS IN 2015. 1984887 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 40 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X GREGORY PITTS 6088272300 2711 ALLEN BLVD SUITE 300 MIDDLETON WI 53562 ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN 1.00 X X 0 0 0 SANDRA BRUHN DIRECTOR 1.00 X 0 0 0 VICTORIA SZEWCZYK MBA CPA DIRECTOR 1.00 X 0 0 0 JULIEANNE POFAHL RN BS INTERIM EXECUTIVE DIRECTOR/CHAIR 13.00 X X 47601 0 1428 THERESA BEHRS MD SECRETARY 1.00 X X 0 0 0 DANIEL DANAHY MD DIRECTOR 1.00 X 0 0 0 TOM OAKLEY DIRECTOR 1.00 X 0 0 0 MARSHALL HEYWORTH DIRECTOR 1.00 X 0 0 0 DAVID GORWITZ TREASURER 1.00 X X 0 0 0 ANNE KOPLIN MD MEDICAL DIRECTOR 27.00 X 194740 0 6523 242341 0 7951 1 0 1 0 0 192931 192931 PSYCH CONTRACT REVENUE 541700 1750200 1750200 MEDICAL CONTRACT REVEN 541700 598319 598319 CONFERENCE REGISTRATIO 541900 19355 19355 2367874 18214 18214 373420 335179 752 38241 -752 37489 37489 UNUSED CERF 900099 26126 26126 READING CLINIC 900099 4588 4588 30714 2647222 2398588 0 55703 242341 194740 47601 1220564 1019964 200600 31221 26459 4762 184136 143835 40301 122835 92200 30635 55270 19064 36206 4405 4405 18349 18349 6500 6500 7525 7525 20415 20415 35811 30726 5085 29302 17448 11854 13987 10253 3734 171253 87213 84040 2532 2522 10 6878 6779 99 19451 19451 20594 12833 7761 53634 26941 26693 DIRECT PROJECT EXPENSES 252508 252508 OTHER EXPENSES 18006 15621 2385 BANK CHARGES 6998 6998 MEALS 4495 3688 807 1851 1678 173 2550861 1984887 554389 11585 200 200 154299 65224 3510 10651 763748 571243 16334 83139 343989 318255 42953 25734 1074618 1048421 2055662 1804612 345422 232344 680000 640000 96889 35462 1122311 907806 X 261791 294844 671560 601962 933351 896806 2055662 1804612 96361 -79984 -52922 0 X 0 1 X 1 0 X ST MARY'S HOSPITAL MADISON WI RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26311 25076 1235 317678 293179 24499 25734 DEAN PSYCH DEPARTMENT PAYABLE 35462 35462 2740613 -79984 180900 -7525 93391 2647222 0 2647222 2724236 180900 180900 2543336 7525 7525 2550861 Part XI, Line 2d - Other Adjustments: INVESTMENT FEES X 0 0 0 0 0 0 0 0 0 ANNE KOPLIN MD MEDICAL DIRECTOR 194740 0 0 0 0 0 0 0 6523 0 201263 0 0 0 FORM 990, SCHEDULE J, PART I, QUESTION 3 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 2015 COMPENSATION. Form 990, Part VI, Section B, line 11 THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990: DEAN FOUNDATION FOR HEALTH, RESEARCH & EDUCATION, INC'S INTERIM EXECUTIVE DIRECTOR AND FINANCE & ACCOUNTING MANAGER REVIEWED THE FORM 990. THE BOARD OF DIRECTORS RECEIVED A COPY PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. 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 AND/OR INSPECTION AT THE FOUNDATION'S ALLEN BLVD. OFFICE.