2015-05-13T14:00:45-05:00 2014-12-31 SVA CERTIFIED PUBLIC ACCOUNTANTS 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2014-01-01 391546086 Dean Foundation for Health Research and Education Inc % GREGORY PITTS DEAN 6088272312 2711 ALLEN BLVD Suite 300 MIDDLETON WI 53562 JULIEANNE POFAHL INTERIM EXECUTIVE DIRECTOR 6088272312 2015-05-13 true KIRSTEN HOUGHTON P01273230 6088272312 2015-05-13 2014 2016-02-25 16:41:14Z JULIEANNE POFAHL 2711 ALLEN BLVD SUITE 300 MIDDLETON WI 53562 3384432 false 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. 8 8 46 95 0 449350 578992 2237349 2192925 191342 151396 34077 0 2912118 2923313 0 0 0 0 2386450 2187153 10750 0 5760 1148721 845309 3545921 3032462 -633803 -109149 2162211 2055662 1128035 1122311 1034176 933351 X THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES AND TO PROVIDE HEALTH EDUCATION AND CARE FOR THE UNDER SERVED. false true 985302 819001 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 500 visits IN 2014. 1136843 1344328 TO PROVIDE RESEARCH, TREATMENT, INFORMATION AND EDUCATION ON A VARIETY OF PSYCHIATRIC DISEASES AND THEIR TREATMENT. THERE WERE OVER 3,700 VISITS IN 2014. 292053 29596 PUBLIC SERVICE/EDUCATION - TO ORGANIZE OR SPONSOR SEMINARS OR OTHER EDUCATIONAL ACTIVITIES OPEN TO THE PUBLIC INCLUDING INFORMATION, PROGRAMS AND TRAINING ON PASSENGER SAFETY. 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 1,400 PEOPLE ATTENDED AT LEAST ONE OF THESE PROGRAMS IN 2014. 2414198 true true false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 39 0 true 46 true false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true false false false WI X GREGORY PITTS 6088272300 2711 ALLEN BLVD SUITE 300 MIDDLETON WI 53562 ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN 1.0 0.0 X X 0 0 0 SANDRA BRUHN DIRECTOR 1.0 0.0 X 0 0 0 VICTORIA SZEWCZYK MBA CPA DIRECTOR 1.0 0.0 X 0 0 0 JULIEANNE POFAHL RN BS INTERIM EXECUTIVE DIRECTOR 11.0 0.0 X X 10476 0 0 THERESA BEHRS MD SECRETARY 1.0 0.0 X X 0 0 0 DANIEL DANAHY MD DIRECTOR 1.0 0.0 X 0 0 0 TOM OAKLEY DIRECTOR 1.0 0.0 X 0 0 0 MARSHALL HEYWORTH DIRECTOR 1.0 0.0 X 0 0 0 DAVID GORWITZ TREASURER 1.0 0.0 X X 0 0 0 RENEE REBACK PAST EXECUTIVE DIRECTOR 40.0 0.0 X 87553 0 23146 ANNE KOPLIN MD MEDICAL DIRECTOR 20.0 0.0 X 165267 0 1531 263296 0 24677 1 false true false 0 X 578992 578992 PSYCH CONTRACT REVENUE 541700 1344328 1344328 MEDICAL CONTRACT REVENUE 541700 819001 819001 CONFERENCE REGISTRATION 541900 23778 23778 CAR SEAT RENTAL REVENUE 900002 2247 2247 OTHER PROGRAM SERVICE REVENUE 900099 3571 3571 2192925 25410 25410 0 0 0 0 0 587105 461119 125986 125986 125986 0 0 0 0 2923313 2192925 151396 0 0 0 0 287973 166798 121175 0 1333656 1136691 196965 47882 37650 10232 389237 316050 73187 128405 108041 20364 13269 5647 7622 0 16592 16592 0 0 7133 7133 22340 22340 4569 628 3941 31344 15119 16221 4 13431 9027 4182 222 0 207931 132267 74071 1593 13647 13384 263 0 14403 13878 525 16129 16129 0 25936 16161 9775 46742 24586 22156 DIRECT PROJECT EXPENSES 375896 375896 DUES/SUBSCRIPTIONS 600 356 244 MEALS 2016 1584 432 BANK CHARGES 8228 8228 25103 18096 7007 3032462 2414199 612503 5760 X 200 200 28289 154299 70622 3510 849033 763748 0 0 0 0 0 0 0 0 32829 16334 391787 348834 67554 42953 1113684 1074618 0 0 0 0 0 0 0 0 2162211 2055662 408898 345422 0 0 74834 0 0 0 0 0 0 0 530000 680000 0 0 114303 96889 1128035 1122311 X 630770 261791 403406 671560 0 0 1034176 933351 2162211 2055662 -109149 -66510 74834 X false true X true false X ST MARY'S HOSPITAL MADISON WI RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26311 23740 2571 365476 325094 40382 42953 0 OTHER SPECIAL PROJECT LIABILIT 0 CAPITAL LEASE OBLIGATION 2294 CERF PAYABLE 94595 96889 X 2968620 -66510 118950 52440 2916180 7133 7133 2923313 3144279 118950 118950 3025329 7133 7133 3032462 PART X LINE 2 FIN 48 FOOTNOTE DISCLOSURES: The organization's informational tax filings are subject to audit by various taxing authorities. Open periods subject to audit for federal and Wisconsin purposes are generally the previous three and four years of tax returns filed, respectively. There were no interest or penalties recorded for the year ended December 31, 2014. X true true X false false false false false false false false false ANNE KOPLIN MD MEDICAL DIRECTOR 165267 0 0 0 0 0 0 0 1690 0 166957 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION 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 past EXECUTIVE DIReCTOR'S and interim executive director's 2014 COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 1A THE TYPE OF BENEFIT: HOUSING ALLOWANCE LISTED PERSON WHO RECEIVED BENEFIT: DR. ANNE KOPLIN WHETHER OR NOT BENEFIT WAS TREATED AS TAXABLE COMPENSATION: THE AMOUNT OF THE BENEFIT WAS $6,000 AND WAS INCLUDED ON HER FORM W-2. FORM 990, PART III, LINE 3 CEASE CONDUCTION OR SIGNIFiCANT CHANGE IN PROGRAM ACTIVITIES: IN 2014, THE PASSENGER SAFETY PROGRAM WAS DISCONTINUED. 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. THIS REVIEW WAS CONDUCTED AT THE REGULAR MEETING ON MAY 12, 2015. 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 AND/OR INSPECTION AT THE FOUNDATION'S ALLEN BLVD. OFFICE.