2013-05-14T16:47:07-05:00 2012-12-31 990 2012-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DAN GEIGLER 4144755333 2013-05-14 2012 2016-03-07 17:11:31Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 8802438 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 29 550 0 0 6519627 3905896 0 0 284921 391457 254563 186265 7059111 4483618 90152 90268 0 0 666265 779022 196487 282331 545604 985699 954175 1938603 2105796 5120508 2377822 17628790 20738677 117378 276976 17511412 20461701 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 1280270 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES A HOME AWAY FROM HOME AND CARING OUTREACH INITIATIVES. SINCE 1984, MORE THAN 34,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE HOME. LAST YEAR, WE SERVED 1,019 FAMILIES.WHILE OVER TWO-THIRDS OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES (INCLUDING CALIFORNIA, TENNESSEE, MICHIGAN, NEW HAMPHIRE AND IOWA) TO SEEK THE LIFE-GIVING MEDICAL CARE AT WORLD-RENOWN, CHILDREN'S HOSPITAL OF WISCONSIN. WE ARE OPEN 365 DAYS OF THE YEAR AND HAVE BEEN AT FULL OCCUPANCY WITH OUR 38 GUEST ROOMS FILLED - OFTEN WITH A WAIT LIST OF ANYWHERE FROM 5 TO 20 FAMILIES EACH DAY. LAST YEAR, WE HAD TO TURN 617 FAMILIES AWAY. ON AVERAGE, OUR FAMILIES STAY WITH US FOR ABOUT 13 DAYS; HOWEVER MANY FAMILIES STAYED FOR LONGER THAN 30 DAYS AND MANY STAYED 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 $10 A NIGHT FROM OUR FAMILIES, BUT IN REALITY, THE COST IS MORE THAN $100 PER NIGHT. LAST YEAR, ONLY 50% OF OUR FAMILIES WERE ABLE TO CONTRIBUTE THE SUGGESTED $10 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 16 PERCENT OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF 550 VOLUNTEERS AGES 14 TO 98. 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, 461 MEALS WERE PROVIDED INCLUDING DINNERS, WEEKEND BRUNCHES, AND LUNCHES-TO-GO. THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. ART THERAPY - OUR ART THERAPIST USES A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. SHE PROVIDES 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 SWEEP 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. 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 2011, THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS. FUNDS FOR THE SCHOLARSHIP CAME DIRECTLY FROM THE MILWAUKEE MCDONALD'S CO-OP AND A PORTION OF THOSE FUNDS WERE MATCHED BY RONALD MCDONALD HOUSE CHARITIES, INC. IN OAK BROOK, IL. NO FUNDS RAISED BY THE RONALD MCDONALD HOUSE CHARITIES ARE USED FOR THESE SCHOLARSHIPS. 30268 GRANTS - THE HOUSE IS THE CORNERSTONE OF THE MISSION OF THE RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. RMHC PROVIDED ONE SIGNIFICANT GRANT THAT MADE A DIFFERENCE IN THE LIVES OF THE FAMILIES THAT STAYED AT OUR RMH. THIS GRANT WAS A MATCHING GRANT THAT PROVIDED FOR AN ART THERAPY PROGRAM TO BENEFIT FAMILIES STAYING AT THE HOUSE. WHEN A GRANT IS AWARDED, THE GRANTEE IS GIVEN A FINAL REPORTING DOCUMENT THAT IS DUE TO THE RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN 13 MONTHS AFTER THE GRANT IS GIVEN WITH FULL ACCOUNTABILITY FOR FUNDS EXPENDED. THE GRANTEE ALSO PROVIDES US WITH A MONTHLY REPORT. 1280270 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 29 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 ANN PETRIE 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DENNIS W BUCHAN 1.00 X 0 0 0 MARSHALL CHAY 1.00 X 0 0 0 CHRISTOPHER DANIELS 1.00 X 0 0 0 ROBERT B DYBLE DECEASED 41812 2.00 X X 0 0 0 NICK ANDERSON EFF 122012 2.00 X X 0 0 0 DR MICHAEL F GUTZEIT 1.00 X 0 0 0 ROBERT KRAMER 1.00 X 0 0 0 MAUREEN MANNING 1.00 X 0 0 0 MARY KAY MARK 1.00 X 0 0 0 BOB MONDAY 10.00 X X 0 0 0 JAMES PATTERSON 1.00 X 0 0 0 DAN GEIGLER 1.00 X 0 0 0 DAVID A RAUSE 1.00 X 0 0 0 DANIEL P SCHWABE 3.00 X 0 0 0 MARK SHIP 1.00 X 0 0 0 JEFFREY M STEREN 1.00 X 0 0 0 BERNARD J WESTFAHL 3.00 X 0 0 0 NOEL WILLIAMS 1.00 X X 0 0 0 RON WISNIEWSKI 1.00 X 0 0 0 GARY ZIMMERMAN 1.00 X 0 0 0 MARLENE BRUNO 2.00 X 42910 0 17575 ANN PETRIE 50.00 X 120192 0 14574 163102 0 32149 1 0 0 0 0 46800 133850 3725246 26879 3905896 229929 229929 4314331 600 4152014 1389 162317 -789 161528 161528 351682 133850 165417 186265 186265 4483618 0 0 577722 30268 30268 60000 60000 298931 37321 140533 121077 420455 280379 47243 92833 12990 4890 6481 1619 46646 31106 5241 10299 15030 15030 282331 282331 49965 49965 12052 9642 1205 1205 107436 106362 1074 3901 390 975 2536 8101 6481 810 810 124788 124788 220596 218390 2206 82306 79306 3000 HOUSE MAINTENANCE 160225 158619 1606 SUPPLIES 82150 71722 1463 8965 PUBLIC RELATIONS 27979 20984 6995 TELEPHONE 20660 16528 2066 2066 38986 23094 1024 14868 2105796 1280270 279922 545604 809082 1314595 2401214 1082237 2245195 3025158 4209 5438 24146 40530 8812709 2720332 5269100 6092377 6875844 9178342 17628790 20738677 117378 262006 14970 117378 276976 X 11886149 13180653 4357314 6013099 1267949 1267949 17511412 20461701 17628790 20738677 X 2377822 572466 1 X X 0 1 X 1 0 X 2036704 1641522 2456960 4664612 3905896 14705694 2036704 1641522 2456960 4664612 3905896 14705694 679844 14025850 172873 141664 145268 209080 229929 898814 949677 238090 199702 414132 351682 2153283 17757791 0.78980 0.73500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6857314 1656164 153547 153547 8513478 2602771 4254543 78049 78049 6857314 2500630 102141 53932 53932 2602771 2500000 630 65241 65241 2500630 0.14500 0.14900 0.70600 0 0 844855 844855 6006044 1741623 4264421 1564289 946543 617746 397521 32166 365355 6092377 BOND MUTUAL FUNDS 4063072 F STOCK MUTUAL FUNDS 4097079 F REAL ESTATE MUTUAL FUNDS 419664 F COMMODITIES MUTUAL FUNDS 598527 F 9178342 5133978 572466 8791 379 581636 4552342 -68724 -68724 4483618 2183310 8791 193511 202302 1981008 124788 124788 2105796 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE TEMPORARY RESTRICTED FUNDS WILL BE USED FOR OUR FUTURE 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES CANISTER CONTRIBUTIONS PAID TO AFFILIATES CANISTER EXPENSES NETTED WITH CONTRIBUTION REVENUE LOSS ON SALE OF FIXED ASSETS INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES CANISTER EXPENSES NETTED WITH CONTRIBUTION REVENUE LOSS ON SALE OF FIXED ASSETS INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS -379 PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -165,417 CANISTER CONTRIBUTIONS PAID TO AFFILIATES 124,788 CANISTER EXPENSES NETTED WITH CONTRIBUTION REVENUE -77,270 INVESTMENT MANAGEMENT EXPENSES 49,965 LOSS ON SALE OF FIXED ASSETS - 789 TOTAL - 68,723 PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 159,461 CANISTER EXPENSES NETED WITH CONTRIBUTION REVENUE 77,270 LOSS ON SALE OF FIXED ASSETS 789 TOTAL 275,218 PART XIII, LINE 4B - OTHER ADJUSTMENTS PAYMENTS TO AFFILIATES 124,788 X X X X X 1 ABBEY GROUP 201 MAIN STREET 300 RAPID CITY SD 57701 CAPITAL CAMPAIGN CONSULTING 0 1654478 106800 1547678 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILINGS 1 184078 175064 9014 1838556 281864 1556692 WI MI BLACK TIE GALA 203861 107000 96861 69035 HOLIDAY LUNCH/BOUTIQUE 97348 16650 80698 47604 5 184323 10200 174123 48778 485532 133850 351682 165417 165417 186265 1 CHILDREN'S HOSPITAL OF WISCONSIN-ART THERAPY POBOX 1997 MILWAUKEE WI 53201 391500075 501(C)3 30268 RECEIVE ART THERAPY AT RMHC & AT CHILDREN'S HOSPITAL DURING THEIR CHILD'S ILLNESS 1 COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS 20 60000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A GRANT COMMITTE PRESENTS THE INFORMATION TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE A GRANT IS AWARDED, THE GRANTEE IS GIVEN A FINAL REPORTING DOCUMENT THAT IS DUE TO RMHC 13 MONTHS AFTER THE GRANT IS GIVEN WITH FULL ACCOUNTABILITY FOR FUNDS EXPENDED. THE GRANTEE ALSO PROVIDES RMHC US A MONTHLY REPORT. 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. IN OAK BROOK, ILLINOIS. (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 2012. X 6 9225 FAIR MARKET VALUE X DONATED BEV'S 27 14154 FAIR MARKET VALUE X GARDEN SPINKLERS 1 3500 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: 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. AS MATTERS ARE BEING DISCUSSED AT BOARD MEETINGS, THE BOARD IDENTIFIES ANY CONFLICTS. 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 COMMITTES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 1. AUDITED FINANCIAL STATEMENT OVERVIEW 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.