DEAN FOUNDATION FOR HEALTH RESEARCH AND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DEAN FOUNDATION FOR HEALTH RESEARCH AND (EIN 39-1546086)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-02
- IRS object ID
- 201332149349300733
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-02T12:27:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 1100 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391546086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN FOUNDATION FOR HEALTH | BusinessNameLine1 |
| Business Name Line2 | RESEARCH AND EDUCATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KARA SCHLOEMER | InCareOfName |
| Name Control | DEAN | NameControl |
| Phone | 6088272312 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra Bruhn | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-08-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173486088 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Renee Reback | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 Allen Blvd Ste 300 | AddressLine1 |
| City | Middleton | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3937914 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.dean.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES, PROVIDE HEALTH EDUCATION AND PROVIDE CARE FOR THE UNDERSERVED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 400323 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 298719 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2958468 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3083686 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 66240 | InvestmentIncomePriorYear |
| Investment Income Current Year | 114642 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -4091 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19898 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3420940 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3516945 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2129548 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2449156 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 59852 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 915579 | OtherExpensePriorYear |
| Other Expenses Current Year | 1010695 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3045127 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3459851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 375813 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 57094 | RevenuesLessExpensesCY |
| Total Assets BOY | 2425816 | TotalAssetsBOY |
| Total Assets EOY | 2539752 | TotalAssetsEOY |
| Total Liabilities BOY | 885242 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 892749 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1540574 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1647003 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION IS DEDICATED TO IMPROVING THE HEALTH OF OUR COMMUNITY THROUGH RESEARCH, EDUCATION AND THE CARE FOR THE UNDERSERVED. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2516328 | Expense |
| Revenue | 2975880 | Revenue |
| Description | To conduct clinical research involving diagnosis, treatment, prevention or control of physical or mental diseases. There were over 3,600 subject related visits in 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 211357 | Expense |
| Revenue | 107806 | Revenue |
| Description | To organize or sponsor educational activities open to the public including information, programs or training on Passenger Safety. Over 1,000 people attended these activities. To provide services open to the public that aid children with reading disabilities. There were over 1,800 lessons provided in 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 186823 | Expense |
| Description | To provide free specialist care and asthma education to the uninsured and underinsured. Over 2,500 people received care from these programs in 2012. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2914508 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 83 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KARA SCHLOEMER | NamePerson |
| Telephone Number | 6088272312 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 ALLEN BLVD STE 300 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| JUDITH FITZGERALD MD | ||||||||
| CHAIRMAN TERM EXP 12/13 | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| ABIGAIL CHRISTIANSEN MD | ||||||||
| VICE CHAIRMAN TERM EXP 12/13 | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| SANDRA K BRUHN | ||||||||
| TREASURER TERM EXP 12/14 | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| VICTORIA SZEWCZYK MBA CPA | ||||||||
| DIRECTOR TERM EXP 12/15 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JULIANNE POFAHL RN BS | ||||||||
| SECRETARY TERM EXP 12/15 | 1.0 | 0.0 | X | X | 0 | 0 | 0 | |
| THERESA BEHRS MD | ||||||||
| DIRECTOR TERM EXP 12/13 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ADAM BALIN MD | ||||||||
| DIRECTOR TERM EXP 12/13 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JOSEPH BOUCHER CPA | ||||||||
| DIRECTOR TERM EXP 12/12 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| DIANE BALLWEG | ||||||||
| DIRECTOR TERM EXP 12/12 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| DANIEL DANAHY | ||||||||
| DIRECTOR TERM EXP 12/14 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| TOM OAKLEY | ||||||||
| DIRECTOR TERM EXP 12/15 | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| MARSHALL HEYWORTH | ||||||||
| DIRECTOR TERM EXP 12/14 | 1.0 | 0.0 | X | |||||
| LESLIE H TAYLOR MD | ||||||||
| MED. DIRECTOR NO TERM EXP | 40.0 | 0.0 | 194810 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 194810 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 10341 | FundraisingEvents |
| Related Organizations | 114412 | RelatedOrganizations |
| All Other Contributions | 173966 | AllOtherContributions |
| Noncash Contributions | 10394 | NoncashContributions |
| Total Contributions | 298719 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PSYCH CONTRACT REVENUE | 541700 | 1843579 | 1843579 |
| MEDICAL CONTRACT REVENUE | 541700 | 1108343 | 1108343 |
| CONFERENCE REGISTRATION | 541900 | 18055 | 18055 |
| MEDICAL PRACTICE REVENUE | 621110 | 23959 | 23959 |
| CAR SEAT RENTAL INCOME | 900002 | 8586 | 8586 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81164 | TotalRevenueColumn |
| Related Or Exempt Function Income | 81164 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3083686 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37576 | TotalRevenueColumn |
| Exclusion | $37,576 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 456029 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 378963 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 77066 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77066 | TotalRevenueColumn |
| Exclusion | $77,066 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 61904 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10341 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 42006 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19898 | TotalRevenueColumn |
| Exclusion | $19,898 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3516945 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3083686 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $134,540 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194810 | Total |
| Program Services | 175135 | ProgramServices |
| Management And General | 19675 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1588845 | Total |
| Program Services | 1346202 | ProgramServices |
| Management And General | 199637 | ManagementAndGeneral |
| Fundraising | 43006 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21636 | Total |
| Program Services | 19472 | ProgramServices |
| Management And General | 2164 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509168 | Total |
| Program Services | 445103 | ProgramServices |
| Management And General | 57204 | ManagementAndGeneral |
| Fundraising | 6861 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134697 | Total |
| Program Services | 113848 | ProgramServices |
| Management And General | 17317 | ManagementAndGeneral |
| Fundraising | 3532 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25959 | Total |
| Program Services | 21301 | ProgramServices |
| Management And General | 4658 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27240 | Total |
| Management And General | 27240 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7950 | Total |
| Management And General | 7950 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107156 | Total |
| Program Services | 94682 | ProgramServices |
| Management And General | 12474 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2955 | Total |
| Program Services | 538 | ProgramServices |
| Management And General | 15 | ManagementAndGeneral |
| Fundraising | 2402 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32949 | Total |
| Program Services | 22273 | ProgramServices |
| Management And General | 10449 | ManagementAndGeneral |
| Fundraising | 227 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17607 | Total |
| Program Services | 12390 | ProgramServices |
| Management And General | 4997 | ManagementAndGeneral |
| Fundraising | 220 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207359 | Total |
| Program Services | 133894 | ProgramServices |
| Management And General | 70613 | ManagementAndGeneral |
| Fundraising | 2852 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7103 | Total |
| Program Services | 6755 | ProgramServices |
| Management And General | 73 | ManagementAndGeneral |
| Fundraising | 275 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11667 | Total |
| Program Services | 11592 | ProgramServices |
| Fundraising | 75 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9323 | Total |
| Management And General | 9323 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22455 | Total |
| Program Services | 13794 | ProgramServices |
| Management And General | 8566 | ManagementAndGeneral |
| Fundraising | 95 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43211 | Total |
| Program Services | 25335 | ProgramServices |
| Management And General | 17876 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Direct Project Expenses | 453166 | 453166 | ||
| Dues/Subscriptions | 7706 | 7319 | 188 | 199 |
| Meals | 10786 | 9343 | 1344 | 99 |
| Bank Charges | 8136 | 409 | 7727 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7967 | Total |
| Program Services | 1957 | ProgramServices |
| Management And General | 6001 | ManagementAndGeneral |
| Fundraising | 9 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3459851 | Total |
| Program Services | 2914508 | ProgramServices |
| Management And General | 485491 | ManagementAndGeneral |
| Fundraising | 59852 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13446 | BOY |
| EOY | 113133 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 43080 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1189005 | BOY |
| EOY | 1061908 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26446 | BOY |
| EOY | 18660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 398224 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 323495 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82811 | BOY |
| EOY | 74729 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113908 | BOY |
| EOY | 1228042 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2425816 | BOY |
| EOY | 2539752 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432930 | BOY |
| EOY | 437314 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 40000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320000 | BOY |
| EOY | 289183 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127312 | BOY |
| EOY | 126252 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 885242 | BOY |
| EOY | 892749 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1134681 | BOY |
| EOY | 1286362 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 405893 | BOY |
| EOY | 360641 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1540574 | BOY |
| EOY | 1647003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2425816 | BOY |
| EOY | 2539752 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 57094 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 48045 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1290 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Mary's Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Madison | City |
| State | WI | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 405893 | BeginningOfYearBalance |
| Contributions | 271166 | Contributions |
| Other Expenditures | 316418 | OtherExpenditures |
| End Of Year Balance | 360641 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 339179 | BeginningOfYearBalance |
| Contributions | 286968 | Contributions |
| Other Expenditures | 220254 | OtherExpenditures |
| End Of Year Balance | 405893 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 548642 | BeginningOfYearBalance |
| Contributions | 246109 | Contributions |
| Other Expenditures | 455572 | OtherExpenditures |
| End Of Year Balance | 339179 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 237397 | BeginningOfYearBalance |
| Contributions | 474575 | Contributions |
| Other Expenditures | 163330 | OtherExpenditures |
| End Of Year Balance | 548642 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 256310 | BeginningOfYearBalance |
| Contributions | 224418 | Contributions |
| Other Expenditures | 243331 | OtherExpenditures |
| End Of Year Balance | 237397 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26311 | OtherCostOrOtherBasis |
| Depreciation | 21054 | Depreciation |
| Book Value | 5257 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 371913 | OtherCostOrOtherBasis |
| Depreciation | 302441 | Depreciation |
| Book Value | 69472 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 74729 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CERF PAYABLE | $109,375 |
| OTHER SPECIAL PROJECT LIABILITY | $1,341 |
| CAPITAL LEASE OBLIGATION | $15,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 126252 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3824551 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 48045 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 225505 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 34056 | OtherRevenues |
| Revenue Not Rptd F990 | 307606 | RevenueNotRptdF990 |
| Revenue Subtotal | 3516945 | RevenueSubtotal |
| Total Revenue Per Form990 | 3516945 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3718121 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 225505 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 32765 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 258270 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3459851 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3459851 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 | Identifier |
| Return Reference | SCHEDULE D, PART X | ReturnReference |
| Explanation | Accounting Standards Codification (ASC) 740, Income Taxes, clarifies the accounting for uncertainty in income tax positions recognized in the financial statements. This guidance requires that realization of an uncertain tax position must be "more-likely-than-not" before it can be recognized in the financial statements. The Foundation's adoption of this guidance did not have a material impact on the foundation's financial position or results of operation. There are no material changes in the Foundation's unrecognized income tax position at December 31, 2012. The Foundation does not expect an increase or decrease in unrecognized income tax benefits within the next twelve months. RECONCILIATION OF REVENUE PER AFS WITH REVENUE PER RETURN SCHEDULE D, PART XI, Line 2D EXPENSES NETTED WITH REVENUE ON THE RETURN, INCLUDED IN EXPENSES ON AFS: Event Expenses: ($42,006) Investment Fees: $ 7,950 RECONCILIATION OF EXPENSE PER AFS WITH EXPENSE PER RETURN SCHEDULE D, PART XII, LINE 2D EXPENSES NETTED WITH REVENUE ON THE RETURN, INCLUDED IN EXPENSES ON AFS: Event Expenses: ($42,006) Investment Fees: $ 7,950 Unused CERF: $1,292 | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DocStar 2012 | NameOfEvent1 |
| Gross Receipts Event1 | 72245 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10341 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 61904 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 14347 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 27659 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 72245 | GrossReceiptsTotal |
| Charitable Contributions Total | 10341 | CharitableContributionsTotal |
| Gross Revenue Total Events | 61904 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 14347 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 27659 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42006 | DirectExpenseSummaryEvents |
| Net Income Summary | 19898 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LESLIE H TAYLOR MD | NamePerson |
| Title | MED. DIRECTOR NO TERM EXP | Title |
| Base Compensation Filing Org | 194810 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 194810 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Return Reference | Form 990, Schedule J, Part I, Question 3 | ReturnReference |
| Explanation | THE ORGANIZATION PERIODICALLY USES AN INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR. CONSULTATIONS FROM PAST YEARS SERVED AS THE BASIS FOR THE DETERMINING 2012 COMPENSATION. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3740 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED ITEM | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 240 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED ITEM | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 324 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED ITEM | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | HANDMADE JEWELRY | 11 | 675 | COST OF DONATED ITEM |
| X | DINNER/WINE GIFT CERTIFICATES | 7 | 2695 | COST OF DONATED ITEM |
| X | PERFORMANCE GIFT CERTIFICATES | 2 | 167 | COST OF DONATED ITEM |
| X | FITNESS MEMBERSHIP GIFT CERTIFICATES | 5 | 485 | COST OF DONATED ITEM |
| X | HEALTH/BEAUTY GIFT CERTIFICATE | 1 | 95 | COST OF DONATED ITEM |
| X | HOTEL STAY GIFT CERTIFICATES | 2 | 298 | COST OF DONATED ITEM |
| X | BICYCLE | 1 | 175 | COST OF DONATED ITEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Classes of Members or Stockholders | Identifier |
| Return Reference | Form 990, Part VI, Question 6 | ReturnReference |
| Explanation | DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION, INC. ("DEAN FOUNDATION") HAS TWO CLASSES OF MEMBERS: VOTING MEMBERS, WHICH SHALL BE DEAN HEALTH SYSTEMS, INC. (DHS) SHAREHOLDER PHYSICIANS HOLDING SHARES OF DHS CLASS A COMMON STOCK, AND ASSOCIATE MEMBERS. VOTING MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS OF DEAN FOUNDATION. ASSOCIATE MEMBERS HAVE NO VOTING RIGHTS. NO MEMBERS HAVE THE RIGHT TO approve significant decisions of the governing body. No members have the right to RECEIVE A SHARE OF DEAN FOUNDATION'S PROFITS OR EXCESS DUES OR A SHARE OF DEAN FOUNDATION'S NET ASSETS UPON DISSOLUTION OF THE ORGANIZATION. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Questions 7a & 7b THE VOTING MEMBERS OF DEAN FOUNDATION CONSIST OF THE CLASS A COMMON STOCK SHAREHOLDERS OF DEAN HEALTH SYSTEMS, INC. THESE VOTIONG MEMBERS HAVE THE POWER TO ELECT THE BOARD OF DIRECTORS BASED UPON NOMINATIONS SUBMITTED BY DEAN FOUNDATION BOARD, REMOVE DIRECTORS, AMEND THE BYLAWS AND ARTICLES, AND APPROVE OF THE CORPORATION'S DISSOLUTION. ASSOCIATE MEMBERS HAVE NO VOTING RIGHTS. Description of Practices re: Documentation of Meetings & Actions of Governing Body Form 990, Part VI, Questions 8a & 8b The activities of all meetings of the Dean Foundation Board of Directors and its subcomittees are documented at each meeting as meeting minutes. The minutes for all Board of Directors meetings are reviewed by the members of the Board of Director's and a motion for approval is voted on by all members. Approved meeting minutes are acknowledged by the Board Secretary. Copies of all meeting minutes are maintained electronically by Dean Foundation. The minutes for Board subcommittess are reviewed by committee members and a motion for approval is voted on by respective committe members. Copies of all subcommittee meeting minutes are also maintained electronically by Dean Foundation. Describe the Process Used by Management &/OR GOVERNING BODY TO REVIEW 990 Form 990, Part VI, Question 11B 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 8, 2013. 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. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c 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. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15A & 15B 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 RECEIVED A PAY INCREASE IN 2012 THAT WAS APPROVED BY THE BOARD OF DIRECTORS AND DEEMED CONSISTENT WITH THE 2008 SURVEY. Organization's Policy Regarding Making Certain Documents Public Form 990, Part VI, Question 19 Dean foundation makes its governing documents, conflicts of interest policy and financial statements available to the public by providing copies on request and/or inspection at dean foundation's allen blvd. office. Other Changes in Net Assets Form 990, Part XI, Question 9 UNUSED CERF $1,292 Rounding ($ 2) ---------- Total $1,290 | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 HEALTH SYS | RELATED | 0 | 0 | false | false |
| Janesville Clinic | ||||||||||||
| 1808 W BELTLINE HWY | MADISON | WI | 53713 | 396220698 | MEDICAL CLINIC | WI | DEAN HEALTH SYS | RELATED | 0 | 0 | false | false |
| Navitus Health | ||||||||||||
| 2601 W BELTLINE HWY STE 600 | Madison | WI | 53713 | 043608530 | PHARMACY BENEFITS | WI | DEAN HEALTH PL | 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEAN HEALTH SYSTEMS INC | ||||||||||||
| 1808 WEST BELTLINE HIGHWAY | MADISON | WI | 53713 | 391128616 | MEDICAL CLINIC | WI | NA | C CORP | 0 | 0 | 0.00000 | false |
| DEAN HEALTH INSURANCE INC | ||||||||||||
| 1277 DEMING WAY | MADISON | WI | 53713 | 391830837 | MEDICAL INSURANCE | WI | DEAN HEALTH SYS | C CORP | 0 | 0 | 0.00000 | false |
| DEAN HEALTH PLAN INC | ||||||||||||
| 1277 DEMING WAY | MADISON | WI | 53713 | 391535024 | MEDICAL INSURANCE | WI | DEAN HEALTH INS | C CORP | 0 | 0 | 0.00000 | false |
| DEANCARE INSURANCE AGENCY INC | ||||||||||||
| 1277 DEMING WAY | MADISON | WI | 53717 | 391637828 | MEDICAL INSURANCE | WI | DEAN HEALTH PLA | C CORP | 0 | 0 | 0.00000 | false |
| DEAN RETAIL SERVICES INC | ||||||||||||
| 1808 WEST BELTLINE HIGHWAY | MADISON | WI | 53713 | 391717636 | MEDICAL SUPPLIES | WI | DEAN HEALTH SYS | C CORP | 0 | 0 | 0.00000 | false |
| DEAN HEALTH SOLUTIONS INC | ||||||||||||
| 1808 WEST BELTLINE HIGHWAY | MADISON | WI | 53713 | 391876092 | MEDICAL CLINIC | WI | DEAN HEALTH SYS | C CORP | 0 | 0 | 0.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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