2015-05-14T09:51:07-05:00 2014-12-31 990 2014-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DAN GEIGLER TREASURER 4144755333 2015-05-12 2014 2016-03-07 17:11:31Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 6578020 0 X WWW.RMHCMILWAUKEE.ORG X 1982 WI EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED BY A CHILD'S ILLNESS OR INJURY. 20 20 25 644 0 0 3113654 3007503 0 0 877451 213769 269753 160604 4260858 3381876 60000 60000 0 0 708440 734670 129159 28200 176626 1037247 1523837 1934846 2346707 2326012 1035169 23211060 23756259 623936 296816 22587124 23459443 X RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. IS DEDICATED TO EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED AS A RESULT OF THEIR CHILD'S ILLNESS OR INJURY. WE PROVIDE A HOME-AWAY-FROM-HOME AND CARING OUTREACH INITIATIVES. 0 0 1763958 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES A HOME AWAY FROM HOME AND CARING OUTREACH INITIATIVES. SINCE 1984, MORE THAN 36,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE HOME. LAST YEAR, WE SERVED 998 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. IN 2014, WE HAD TO TURN 1834 FAMILIES AWAY DUE TO ONLY HAVING 38 ROOMS AVAILABLE. HOWEVER, WITH A SIGNIFICANT EXPANSION AND RENOVATION COMPLETED IN SEPTEMBER OF 2014, WE WILL NOW BE ABLE TO SERVE 70 FAMILIES EACH DAY. ON AVERAGE, OUR FAMILIES STAY WITH US FOR ALMOST 13 DAYS; HOWEVER MANY FAMILIES STAY FOR LONGER THAN 30 DAYS AND MANY STAY FOR SEVERAL MONTHS. THE REASONS THAT FAMILIES STAY WITH US ARE AS UNIQUE AS EACH CHILD AND, THEY CAN STAY FOR AS LONG AS THEY NEED. WE SUGGEST A DONATION OF $20 A NIGHT FROM OUR FAMILIES, BUT IN REALITY, THE COST IS MORE THAN $100 PER NIGHT. LAST YEAR, ONLY 40% 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 CUSTOMERS IN SOUTHEASTERN AND NORTHEASTERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN GENEROUSLY PROVIDE SUPPORT THROUGH VARIOUS FUNDRAISING ACTIVITIES INCLUDING DONATION BOXES AT THEIR RESTAURANTS. LAST YEAR, THESE IMPORTANT EFFORTS CONTRIBUTED TO ABOUT 20% OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF 644 VOLUNTEERS AGES 14 TO 100. 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 AND CLEANING THE ROOMS AFTER THEY CHECK-OUT, DRIVING THE SHUTTLE VAN TO AND FROM THE HOSPITAL, REPAIRING 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, 508 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, ACCIDENT OR CATASTROPHE 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. DOG THERAPY - THIS PROGRAM PROVIDES THE OPPORTUNITY TO HEAL THROUGH ANIMAL ASSISTED THERAPY. IT PROMOTES SOCIAL AND EMOTIONAL SUPPORT PROVIDED BY SPECIALLY TRAINED PROFESSIONALS, BOTH DOGS AND THEIR HANDLERS AS THEY VISIT THE RONALD MCDONALD HOUSE ABOUT TWICE A WEEK. SECRET GARDEN - BEHIND THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO AND A WATERFALL FOR OUR FAMILIES TO FIND SOLACE AND FRESH AIR. A PATIO WITH A GAS GRILL ALLOWS FOR MORE FAMILY ENJOYMENT. 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.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. 64542 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 2014, THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS. SCHOLARSHIP FUNDS CAME DIRECTLY FROM THE MILWAUKEE MCDONALD'S CO-OP WITH A MATCH BY RONALD MCDONALD HOUSE CHARITIES, INC.. 1828500 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 6 0 1 25 1 0 0 0 0 0 1 1 0 0 X 20 20 0 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 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 NICK ANDERSON SECRETARY 5.00 X 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 TREASURER 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 DIRECTOR 1.00 X 0 0 0 MAUREEN MANNING CHAIRMAN OF BOARD 10.00 X X 0 0 0 MARK NATZKE DIRECTOR 1.00 X 0 0 0 BOB MONDAY DIRECTOR 1.00 X 0 0 0 JAMES PATTERSON DIRECTOR 1.00 X 0 0 0 DAVID A RAUSE 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 DIRECTOR 1.00 X 0 0 0 GARY ZIMMERMAN DIRECTOR 5.00 X X 0 0 0 ANNA ZERK-DEWEERDT DIRECTOR 1.00 X 0 0 0 ANN PETRIE PRESIDENT/CEO 55.00 X 118764 0 0 118764 0 0 1 0 0 0 0 53542 300827 2653134 66768 3007503 124786 124786 2924696 759 2755682 80790 169014 -80031 88983 88983 520276 300827 359672 160604 160604 3381876 0 0 374373 X 60000 60000 155275 77638 54346 23291 513021 314684 144095 54242 12794 7368 3374 2052 4553 4553 49027 28235 12929 7863 17127 17127 28200 28200 54247 54247 22164 17731 4433 15421 13108 2313 138954 137564 1390 1286 1286 10968 9323 1645 122789 122789 334184 330842 3342 74702 71702 3000 SUPPLIES 317559 285803 31756 HOUSE MAINTENANCE 281110 278297 2813 OTHER FUNDRAISING EXPEN 53903 53903 TELEPHONE 33716 28659 4383 674 45707 40204 1415 4088 2346707 1828500 341581 176626 1348279 802734 4978750 662840 2649506 2061611 39319 31406 18487553 2911624 8237038 15575929 5958168 4621739 23211060 23756259 585428 224005 38508 72811 623936 296816 X 14265523 22143992 7053652 47502 1267949 1267949 22587124 23459443 23211060 23756259 X 1035169 -162853 3 X X 0 1 X 1 0 X 2456960 4664612 3905896 3113654 3007503 17148625 2456960 4664612 3905896 3113654 3007503 17148625 660389 16488236 145268 209080 229929 154851 124786 863914 25567 75841 186265 269753 160604 718030 18730569 0.88030 0.87340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9553652 7006150 240688 240688 2547502 8513478 1040739 144153 144715 9553652 6857314 1656164 153547 153547 8513478 2602771 4254543 78049 78049 6857314 2500630 102141 53932 53932 2602771 0.48000 0.50000 0.02000 0 0 723026 723026 15315145 1869691 13445454 2382443 1009767 1372676 66939 32166 34773 15575929 3163043 -162853 1000 -161853 3324896 54247 2733 56980 3381876 2290724 1000 -2736 -1736 2292460 54247 54247 2346707 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 - OTHER ADJUSTMENTS REVENUE: FUNDRAISING EXPENSES 82,765 LOSS ON SALE OF FIXED ASSETS -80,031 ROUNDING - 1 TOTAL 2,733 PART XII, LINE 2D - OTHER ADJUSTMENTS EXPENSES: FUNDRAISING EXPENSES -82,765 LOSS ON SALE OF FIXED ASSETS 80,031 ROUNDING - 2 TOTAL - 2,736 X X X X X X 1 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILINGS 1 137057 56669 80388 137057 56669 80388 WI MI GALA EVENT 329075 128890 200185 41875 105617 HOLIDAY LUNCH/BOUTIQUE 118024 16980 101044 500 12537 42718 8 370081 154957 215124 500 8338 135604 817180 300827 516353 1000 62750 283939 347689 168664 1 COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS 30 60000 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, MADE THE FINAL SELECTIONS. FUNDS FOR THE SCHOLARSHIP AWARDS CAME DIRECTLY FROM THE MCDONALD'S FRANCHISES 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 2014. DAN SCHWABE-BOARD MEMBER PETER SCHWABE, INC. OWNER 592225 CONSTRUCTION MANAGER ON EXPANSION PROJECT 0 X 6 17896 FAIR MARKET VALUE X FURNITURE 1 33000 FAIR MARKET VALUE X DONATED BEV'S 38 15872 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 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 COMPLETE NEW CONFLICT OF INTEREST POLICY FORMS ANNUALLY AND INFORM MANAGEMENT OF ANY CHANGES THROUGHOUT 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 MANAGMENT POSITIONS. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE HUMAN RESOURCES AND EXECUTIVE COMMITTEES OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G COMPUTER SERVICE EXPENSES:: PROGRAM SERVICE EXPENSES 17,731. MANAGEMENT AND GENERAL EXPENSES 4,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,164. FORM 990, PART IX, LINE 24E PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 15,157. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,675. TOTAL EXPENSES 17,832. OTHER VOLUNTEER EXPENSE: PROGRAM SERVICE EXPENSES 10,290. MANAGEMENT AND GENERAL EXPENSES 572. FUNDRAISING EXPENSES 571. TOTAL EXPENSES 11,433. POSTAGE: PROGRAM SERVICE EXPENSES 6,737. MANAGEMENT AND GENERAL EXPENSES 843. FUNDRAISING EXPENSES 842. TOTAL EXPENSES 8,422. VAN EXPENSES: PROGRAM SERVICE EXPENSES 8,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,020. FORM 990, PART XI, LINE 9: ROUNDING 3. 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.