DEAN FOUNDATION FOR HEALTH RESEARCH AND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DEAN FOUNDATION FOR HEALTH RESEARCH AND (EIN 39-1546086)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349303365
- Schema version
- 2013v3.1
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T10:02:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCOUNTANTS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Education Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARA SCHLOEMER | InCareOfNm |
| Business Name Control | DEAN | BusinessNameControlTxt |
| Phone | 6088272312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 ALLEN BLVD | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE REBACK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6088272312 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| Phone | 6088318181 | PhoneNum |
| Preparation | 2014-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RENEE REBACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 ALLEN BLVD SUITE 300 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,500,896 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $298,719 | PYContributionsGrantsAmt |
| CY Contributions Grants | $449,350 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,083,686 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,237,349 | CYProgramServiceRevenueAmt |
| PY Investment Income | $114,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $191,342 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,898 | PYOtherRevenueAmt |
| CY Other Revenue | $34,077 | CYOtherRevenueAmt |
| PY Total Revenue | $3,516,945 | PYTotalRevenueAmt |
| CY Total Revenue | $2,912,118 | 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 | $2,449,156 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,386,450 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $10,750 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,261 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,010,695 | PYOtherExpensesAmt |
| CY Other Expenses | $1,148,721 | CYOtherExpensesAmt |
| PY Total Expenses | $3,459,851 | PYTotalExpensesAmt |
| CY Total Expenses | $3,545,921 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,094 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$633,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,539,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,162,211 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $892,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,128,035 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,647,004 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,034,176 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $1,288,071 | ExpenseAmt |
| Revenue | $1,239,772 | 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 2,300 visits IN 2013. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,259,636 | ExpenseAmt |
| Revenue | $844,787 | RevenueAmt |
| Desc | TO PROVIDE RESEARCH, TREATMENT, INFORMATION AND EDUCATION ON A VARIETY OF PSYCHIATRIC DISEASES AND THEIR TREATMENT. THERE WERE OVER 700 VISITS IN 2013. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $438,441 | ExpenseAmt |
| Revenue | $152,790 | RevenueAmt |
| Desc | 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. OVER 3,800 PEOPLE ATTENDED AT LEAST ONE OF THESE PROGRAMS IN 2013. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,986,148 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA SCHLOEMER | PersonNm |
| Phone | 6088272300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 ALLEN BLVD SUITE 300 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH FITZGERALD MD | ||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABIGAIL CHRISTIANSEN MD | ||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA BRUHN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA SZEWCZYK MBA CPA | ||||||||
| INTERIM CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIANNE POFAHL RN BS | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THERESA BEHRS MD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ADAM BALIN MD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL DANAHY MD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TOM OAKLEY | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARSHALL HEYWORTH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GORWITZ | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RENEE REBACK | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | $91,423 | $0 | $26,710 | ||
| LESLIE H TAYLOR MD | ||||||||
| MEDICAL DIRECTOR | 36.0 | 0.0 | $189,056 | $0 | $19,331 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $280,479 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,041 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $14,391 | FundraisingAmt |
| Related Organizations | $175,794 | RelatedOrganizationsAmt |
| All Other Contributions | $259,165 | AllOtherContributionsAmt |
| Noncash Contributions | $20,076 | NoncashContributionsAmt |
| Total Contributions | $449,350 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PSYCH CONTRACT REVENUE | 541700 | $832,168 | $832,168 |
| MEDICAL CONTRACT REVENUE | 541700 | $1,239,772 | $1,239,772 |
| CONFERENCE REGISTRATION | 541900 | $29,200 | $29,200 |
| MEDICAL PRACTICE REVENUE | 621110 | $12,619 | $12,619 |
| CAR SEAT RENTAL REVENUE | 900002 | $2,946 | $2,946 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,644 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,237,349 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,958 | TotalRevenueColumnAmt |
| Exclusion | $31,958 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $706,393 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $547,191 | SecuritiesAmt |
| Other | $1,725 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $159,202 | SecuritiesAmt |
| Other | $275 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,384 | TotalRevenueColumnAmt |
| Exclusion | $159,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,939 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,391 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,862 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,077 | TotalRevenueColumnAmt |
| Exclusion | $34,077 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,912,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,237,349 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $225,419 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,520 | TotalAmt |
| Program Services | $208,387 | ProgramServicesAmt |
| Management And General | $118,133 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,546 | TotalAmt |
| Program Services | $1,307,186 | ProgramServicesAmt |
| Management And General | $131,376 | ManagementAndGeneralAmt |
| Fundraising | $1,984 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,280 | TotalAmt |
| Program Services | $417,507 | ProgramServicesAmt |
| Management And General | $64,773 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,104 | TotalAmt |
| Program Services | $117,861 | ProgramServicesAmt |
| Management And General | $19,024 | ManagementAndGeneralAmt |
| Fundraising | $219 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,413 | TotalAmt |
| Program Services | $55,313 | ProgramServicesAmt |
| Management And General | $9,100 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,325 | TotalAmt |
| Management And General | $20,325 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,750 | TotalAmt |
| Fundraising | $10,750 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,212 | TotalAmt |
| Management And General | $8,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,392 | TotalAmt |
| Program Services | $135,392 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,471 | TotalAmt |
| Program Services | $1,150 | ProgramServicesAmt |
| Management And General | $206 | ManagementAndGeneralAmt |
| Fundraising | $18,115 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,608 | TotalAmt |
| Program Services | $27,718 | ProgramServicesAmt |
| Management And General | $15,093 | ManagementAndGeneralAmt |
| Fundraising | $1,797 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,384 | TotalAmt |
| Program Services | $10,506 | ProgramServicesAmt |
| Management And General | $12,638 | ManagementAndGeneralAmt |
| Fundraising | $240 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,593 | TotalAmt |
| Program Services | $133,604 | ProgramServicesAmt |
| Management And General | $62,158 | ManagementAndGeneralAmt |
| Fundraising | $2,831 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,758 | TotalAmt |
| Program Services | $21,728 | ProgramServicesAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,802 | TotalAmt |
| Program Services | $16,046 | ProgramServicesAmt |
| Management And General | $756 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,772 | TotalAmt |
| Management And General | $16,772 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,409 | TotalAmt |
| Program Services | $15,204 | ProgramServicesAmt |
| Management And General | $9,195 | ManagementAndGeneralAmt |
| Fundraising | $1,010 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,867 | TotalAmt |
| Program Services | $24,937 | ProgramServicesAmt |
| Management And General | $22,930 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROJECT EXPENSES | $478,932 | $478,932 | ||
| DUES/SUBSCRIPTIONS | $6,746 | $6,502 | $188 | $56 |
| MEALS | $6,396 | $5,947 | $449 | |
| BANK CHARGES | $9,285 | $479 | $8,806 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,356 | TotalAmt |
| Program Services | $1,749 | ProgramServicesAmt |
| Management And General | $2,348 | ManagementAndGeneralAmt |
| Fundraising | $259 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,545,921 | TotalAmt |
| Program Services | $2,986,148 | ProgramServicesAmt |
| Management And General | $522,512 | ManagementAndGeneralAmt |
| Fundraising | $37,261 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,133 | BOYAmt |
| EOY | $28,289 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,080 | BOYAmt |
| EOY | $70,622 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,061,908 | BOYAmt |
| EOY | $849,033 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,660 | BOYAmt |
| EOY | $32,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $390,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $322,898 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,729 | BOYAmt |
| EOY | $67,554 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,042 | BOYAmt |
| EOY | $1,113,684 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539,752 | BOYAmt |
| EOY | $2,162,211 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,313 | BOYAmt |
| EOY | $408,898 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $74,834 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,183 | BOYAmt |
| EOY | $530,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,252 | BOYAmt |
| EOY | $114,303 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,748 | BOYAmt |
| EOY | $1,128,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,363 | BOYAmt |
| EOY | $630,770 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,641 | BOYAmt |
| EOY | $403,406 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,004 | BOYAmt |
| EOY | $1,034,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539,752 | BOYAmt |
| EOY | $2,162,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$633,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,975 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $26,311 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $22,397 | DepreciationAmt |
| Book Value | $3,914 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $364,141 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $300,501 | DepreciationAmt |
| Book Value | $63,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $67,554 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER SPECIAL PROJECT LIABILITY | $1,341 |
| CAPITAL LEASE OBLIGATION | $8,941 |
| CERF PAYABLE | $104,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $114,303 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,148,343 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,975 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $183,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $31,650 | OtherRevenueAmt |
| Revenue Not Reported | $236,225 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,912,118 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,912,118 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,761,171 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $183,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $31,650 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $215,250 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,545,921 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,545,921 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2013. |
| RECONCILIATION OF REVENUE | EXPENSES NETTED WITH REVENUE IN THE FORM 990 AND INCLUDED IN EXPENSES IN THE AUDITED FINANCIAL STATEMENTS: EVENT EXPENSES: $39,862 LESS INVESTMENT FEES: $8,212 DIFFERENCE $31,650 |
| RECONCILIATION OF EXPENSES | EXPENSES NETTED WITH REVENUE IN THE FORM 990, INCLUDED IN EXPENSES IN THE AUDITED FINANCIAL STATEMENTS: EVENT EXPENSES: $39,862 LESS INVESTMENT FEES: $8,212 DIFFERENCE: $31,650 |
| ENDOWMENT FUNDS | IN PRIOR YEARS PART V OF SCHEDULE D (ENDOWMENT FUNDS) WAS COMPLETED AND INCLUDED TEMPORARILY RESTRICTED NET ASSETS. THE TEMPORARILY RESTRICTED NET ASSETS ONLY INCLUDE CONTRIBUTIONS. THROUGH FURTHER CLARIFICATION OF THE FORM 990 AND SCHEDULE D, IT WAS NOTED THAT THE FOUNDATION DOES NOT HAVE AN ENDOWMENT OR ANY ENDOWMENT FUNDS TO BE REPORTED IN PART V. THE FINANCIAL STATEMENTS OF THE FOUNDATION DO NOT INCLUDE ANY DISCLOSURES OR DISCUSSION OF ENDOWMENTS. THE INFORMATION IN PART V HAS BEEN REMOVED AS IT DOES NOT APPLY TO THE FOUNDATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Deanstar2013 | NameOfEvent1Amt |
| Gross Receipts Event1 | $88,330 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,391 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $73,939 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,125 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $20,737 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $88,330 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,391 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,939 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,125 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,737 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,077 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE H TAYLOR MD | PersonNm |
| Title | MEDICAL DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $189,056 | 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 | $20,299 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $209,355 | 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 EXECUTIVE DIRCTOR'S 2013 COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,617 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED ITEM | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED ITEM | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,076 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SHARES MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,148 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED ITEM | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BICYCLE | 1 | $380 | COST OF DONATED ITEM |
| Yes (X) | HEALTH/BEAUTY GIFT CERTIFICATES | 7 | $236 | COST OF DONATED ITEM |
| Yes (X) | DINNER/WINE GIFT CERTIFICATES | 45 | $2,811 | COST OF DONATED ITEM |
| Yes (X) | ENTERTAINMENT - TICKETS/GIFT CERTIFICATES | 33 | $4,289 | COST OF DONATED ITEM |
| Yes (X) | FITNESS MEMBERSHIP GIFT CERTIFICATES | 9 | $2,009 | COST OF DONATED ITEM |
| Yes (X) | HANDMADE JEWELRY | 14 | $873 | COST OF DONATED ITEM |
| Yes (X) | HOTEL STAY GIFT CERTIFICATES | 5 | $847 | COST OF DONATED ITEM |
| Yes (X) | READING CLASS GIFT CERTIFICATES | 2 | $1,200 | COST OF DONATED ITEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CEASE CONDUCTING OR SIGNIFICANT CHANGE IN PROGRAM SERVICE ACTIVITIES | IN NOVEMBER 2013, THE FOUNDATION SIGNED A FISCAL SPONSORSHIP WITH ARNOLD READING CLINICS, INC. TO OPERATE THE DEAN FOUNDATION READING CLINIC PROGRAM. THE FOUNDATION IS ONLY RESPONSIBLE FOR MAINTAINING AND RAISING FUNDS FOR READING CLINIC SCHOLARSHIP FUND. |
| AMENDMENTS TO BY-LAWS AND ARTICLES OF INCORPORATION | 1. Prior to SEPTEMBER 1, 2013, THE FOUNDATION was governed by its Members through a Board of Directors elected by the Members. As a non-stock corporation, THE FOUNDATION has never had Shareholders. The Members of THE FOUNDATION were the physician shareholders of Dean Health SysteMS, INC. 2. On SEPTEMBER 1,2013, all of the outstanding equity shares of Dean Health SystemS, INC. were acquired by SSM Health Care. As a result, Dean Heath SystemS, INC. no longer had any physician shareholders and, consequently, THE Foundation no longer had any eligible members. 3. On DECEMBER 3, 2013, the Foundation'S Board OF DIRECTORS adopted amended Articles of Incorporation changing the FOUNDATION from a non-stock corporation with members to one without members. As a result, the governance and control of THE Foundation became vested solely in its Board of Directors. The Foundation'S Board OF DIRECTORS then adopted amended and restated Bylaws detailing (a) the methods and procedures through which the Board of Directors would be elected and (b) pursuant to which the FOUNDATION would be governed. |
| 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 13, 2014. EACH PAGE OF THE FORM WAS REVIEWED AND SCHEDULES WERE EXPLAINED IN DETAIL BY THE ACCOUNTING MANAGER. QUESTIONS RAISED BY THE MEMBERS OF THE COMMITTEE AND BOARD WERE ANSWERED TO PROVIDE GUIDANCE ON THE FORM 990. |
| PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICTS 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. |
| OFFICER COMPENSATION DETERMINATION | AN OUTSIDE FIRM WAS RETAINED IN 2008 TO REVIEW COMPENSATION FOR THE EXECUTIVE DIRECTOR. THEIR REPORT WAS REVIEWED BY BOTH THE BUDGET AND FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE OUTSIDE FIRM DETERMINED THAT COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS REASONABLE. THE EXECUTIVE DIRECTOR PAY IS COMMESURATE OF OTHER DIRECTOR LEVEL POSTIONS IN LIKE ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S PAY ANNUALLY. |
| 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. |
| MEMBERS OR STOCKHOLDERS | ON DECEMBER 3, 2013, the Board of Directors approved an amended and restated Articles of Incorporation for THE Foundation. The amended and restated Articles of Incorporation replaces voting members with a Board of Directors. The amended by-laws remove the stated number of directors of 11 to note that the number of Directors shall at no point be less than three (3). Directors are no longer elected by voting members of the Dean Health SystemS, INC.'S Shareholders. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1025 REGENT ST LTD | ||||||||||||
| 1808 W BELTLINE HWY | MADISON | WI | 53713 | 391089309 | MEDICAL CLINIC | WI | DEAN HEALTH SYS | RELATED | $0 | $0 | false | false |
| WINGRA BLDG GROUP | ||||||||||||
| 1808 W BELTLINE HWY | MADISON | WI | 53713 | 390237060 | MEDICAL CLINIC | WI | DEAN HEALH SYS | RELATED | $0 | $0 | false | false |
| NAVITUS HEALTH | ||||||||||||
| 2601 W BELTLINE HWY | MADISON | WI | 53713 | 043608530 | PHARMACY BENEFITS | WI | DEAN HEALTH SYS | RELATED | $0 | $0 | false | false |
| DEAN HEALTH HOLD | ||||||||||||
| 1808 W BELTLINE HWY | MADISON | WI | 53713 | 261594709 | MEDICAL CLINIC | WI | DEAN HEALTH SYS | RELATED | $0 | $0 | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DEAN HEALTH SYSTEMS INC | |||||||||||
| 1808 W BELTLINE HWY | MADISON | WI | 53713 | 391128616 | MEDICAL CLINIC | WI | NA | C CORP | $0 | $0 | false |
| DEAN HEALTH INSURANCE INC | |||||||||||
| 1277 DEMING WAY | MADISON | WI | 53713 | 391830837 | INSURANCE | WI | DEAN HEALTH SYS | C CORP | $0 | $0 | false |
| DEAN HEALTH PLAN INC | |||||||||||
| 1277 DEMING WAY | MADISON | WI | 53713 | 391535024 | INSURANCE | WI | DEAN HEALTH SYS | C CORP | $0 | $0 | false |
| DEANCARE INSURANCE AGENCY INC | |||||||||||
| 1277 DEMING WAY | MADISON | WI | 53713 | 391637828 | INSURANCE | WI | DEAN HEALTH SYS | C CORP | $0 | $0 | false |
| DEAN RETAIL SERVICES INC | |||||||||||
| 1808 W BELTLINE HWY | MADISON | WI | 53713 | 391717636 | MEDICAL SUPPLIES | WI | DEAN HEALTH SYS | C CORP | $0 | $0 | false |
| DEAN HEALTH SOLUTIONS INC | |||||||||||
| 1808 W BELTLIN HWY | MADISON | WI | 53713 | 391876092 | MEDICAL CLINIC | WI | DEAN HEALTH SYS | C CORP | $0 | $0 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PARTS III AND IV | FormAndLineReferenceDesc |
| Explanation | The foundation was related to DEAN HEALTH SYSTEMS, INC (DHSI) (AND ITS RELATED ENTITIES) prior to August 31, 2013, as all the shareholders of DHSI were members of the foundation. Effective September 1, 2013, the shareholders of DHSI were removed as shareholders when DHSI merged with SSM Health Care. The foundation's bylaws were amended to remove the notation that all shareholders of DHSI were members of the foundation. Therefore, DHSI (AND ITS RELATED ENTITIES) is no longer considered a related party after August 31, 2013. | ExplanationTxt |
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