2012-05-11T12:07:14-05:00 2011-12-31 ERNST & YOUNG US LLP 41 S HIGH STREET SUITE 1100 COLUMBUS OH 43215 990 2011-01-01 391546086 DEAN FOUNDATION FOR HEALTH RESEARCH AND EDUCATION INC % KARA SCHLOEMER DEAN 6088272312 2711 Allen Blvd Middleton WI 53562 SANDRA K BRUHN 2012-05-03 6142245678 2011 2016-02-24 21:20:13Z Leslie H Taylor MD 2711 Allen Blvd Ste 300 Middleton WI 53562 3650378 false X www.dean.org X 1987 WI THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES, PROVIDE HEALTH EDUCATION AND PROVIDE CARE FOR THE UNDER SERVED. 11 7 45 100 0 289921 400323 2540673 2958468 44363 66240 -334 -4091 2874623 3420940 0 0 0 0 2213507 2129548 0 0 51596 916664 915579 3130171 3045127 -255548 375813 2029650 2425816 792128 885242 1237522 1540574 THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES, PROVIDE HEALTH EDUCATION, AND PROVIDE CARE FOR THE UNDER SERVED. false false 1097646 0 1110712 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 3,000 VISITS IN 2011. 1113508 0 1751401 TO PROVIDE RESEARCH, TREATMENT, INFORMATION AND EDUCATION ON A VARIETY OF PSYCHIATRIC DISEASES AND THEIR TREATMENT. THERE WERE OVER 7,500 VISITS IN 2011. 371607 0 96355 PUBLIC SERVICE/EDUCATION - TO ORGANIZE AND SPONSOR PROGRAMS PROMOTING THE NEUROLOGICAL SAFETY OF CHILDREN WHILE PARTICIPATING IN RECREATIONAL AND SPORTS ACTIVITIES. TO PROVIDE COMMUNITY OUTREACH SERVICES, THROUGH FREE SPECIALIST CARE, ASTHMA EDUCATION AND ACCESS TO CAR SEATS TO THE UNINSURED, UNDER INSURED AND LOW INCOME FAMILIES. TO PROVIDE A READING CLINIC FOR CHILDREN WHO ARE STRUGGLING READERS. OVER 5,000 PEOPLE ATTENDED AT LEAST ONE OF THESE PROGRAMS IN 2011. 2582761 true true false false false false false false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false false true false false false true false false false false true 65 0 true 45 true false false false false false true true false false false false X 11 7 false false false false true true true true true false false true true true true true true true true false WI X KARA SCHLOEMER 6088272312 2711 ALLEN BLVD STE 300 MIDDLETON WI 53562 JEFF ROGENSACK MD 1.0 X 0 0 0 JULIANNE POFAHL RN BS 1.0 X 0 0 0 JUDITH FITZGERALD MD 1.0 X X 0 0 0 VICTORIA SZEWCZYK MBA CPA 1.0 X X 0 0 0 SANDRA K BRUHN 1.0 X X 0 0 0 CRAIG BRENHOLT 1.0 X 0 0 0 ABIGAIL CHRISTIANSEN MD 1.0 X X 0 0 0 THERESA BEHRS MD 1.0 X 0 0 0 JOSEPH BOUCHER CPA 1.0 X 0 0 0 DIANE BALLWEG 1.0 X 0 0 0 ADAM BALIN MD 1.0 X 0 0 0 LESLIE H TAYLOR MD 40.0 X 168816 0 0 168816 0 0 1 false true false 0 10737 129000 260586 4776 400323 PSYCH CONTRACT REVENUE 541700 1733902 1733902 MEDICAL CONTRACT REVENUE 541700 1110712 1110712 CONFERENCE REGISTRATION 541900 39705 39705 MEDICAL PRACTICE REVENUE 621110 17499 17499 CAR SEAT RENTAL INCOME 900002 6340 6340 50310 50310 2958468 33415 33415 0 0 201449 168624 32825 32825 32825 56723 10737 60814 -4091 -4091 0 0 0 3420940 2958468 62149 0 0 0 0 174045 130525 43520 0 1419169 1226292 155356 37521 20602 16584 3814 204 401813 348826 48102 4885 113919 97295 13482 3142 23497 17800 5697 0 27009 27009 0 0 7888 7888 40127 23995 15963 169 0 40879 24400 15615 864 16423 11760 4663 0 198175 176141 18266 3768 16363 15788 42 533 0 2659 2299 360 15971 15971 0 24024 14652 9233 139 41296 25025 16271 DUES/SUBSCRIPTIONS 5079 4637 198 244 BANK CHARGES 7540 641 6888 11 DIRECT PROJECT EXPENSES 430279 430279 MEALS 14973 13750 1127 96 3397 2072 1305 20 3045127 2582761 410770 51596 200 200 27985 13446 0 0 723097 1189005 0 0 0 0 0 0 0 0 10891 26446 394036 311225 72607 82811 1194870 1113908 0 0 0 0 0 0 0 0 2029650 2425816 405916 432930 0 0 20700 5000 0 0 0 0 0 0 270000 320000 0 0 95512 127312 792128 885242 X 898343 1134681 339179 405893 0 0 1237522 1540574 2029650 2425816 X 375813 -72761 X false true true X false X ST MARY'S HOSPITAL MADISON WI RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339179 286968 220254 405893 548642 246109 455572 339179 237397 474575 163330 548642 256310 224418 243331 237397 1.00000 false false 23831 19970 3861 370205 291255 78950 82811 0 CERF PAYABLE 103921 OTHER SPECIAL PROJECT LIABILIT 1341 CAPITAL LEASE OBLIGATION 22050 127312 3420940 3045127 375813 -72535 -226 -72761 303052 3581793 -72535 177576 56038 161079 3420714 226 226 3420940 3278741 177576 56038 233614 3045127 3045127 ADJUSTMENT TO AGREE TO FINANCIAL STATEMENTS SCHEDULE D, PART V, LINES 1e & 1g Prior year Other expenditures for facilities and programs did not include an adjustment to reclassify funds that were originally classified as temporarily restricted. Amounts were reclassified to be consistent with amounts reported in the audited financial statements. LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 SCHEDULE D, PART X DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION ADOPTED ASC 740-10 IN 2007 AS REQUIRED. NO DISCLOSURES WERE REQUIRED UNDER GAAP AS DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION DOES NOT HAVE ANY MATERIAL TAX CONTINGENCIES THAT REQUIRED DISCLOSURE IN THE FOOTNOTES. OTHER RECONCILING ITEM SCHEDULE D, PART XI, LINE 8 ACCRUED INTEREST REPORTED ON FORM 990 NOT REPORTED ON FINANCIAL STATEMENT: ($226) FUNDRAISING EVENT EXPENSES SCHEDULE D, PART XII, LINE 2D AND PART XIII, LINE 2D Expenses netted with revenue on the return, included in expenses on AFS: $56,038 DocStar 55456 10185 45271 15571 36746 DocDuJour 12004 552 11452 8497 0 67460 10737 56723 15571 45243 60814 -4091 false false false false false false false false false LESLIE H TAYLOR MD 168816 0 0 0 0 0 0 0 0 0 168816 0 0 0 Supplemental Compensation Information SCHEDULE J, PART I, LINE 3 THE ORGANIZATION DID NOT USE ANY OF THE METHODS LISTED ON LINE 3 IN 2011 TO ESTABLISH COMPENSATION OF THE EXECUTIVE DIRECTOR. IN PRIOR YEARS, THE ORGANIZATION USED AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION SURVEY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THESE SERVED AS THE BASIS FOR DETERMINING 2011 COMPENSATION. X 10 1796 COST OF DONATED ITEM X 300 COST OF DONATED ITEM X HANDMADE JEWELRY 3 740 COST OF DONATED ITEM X DINNER/WINE GIFT CERTIFICATES 8 790 COST OF DONATED ITEM X HOTEL STAY GIFT CERTIFICATE 1 100 COST OF DONATED ITEM X PERFORMANCE GIFT CERTIFICATES 2 415 COST OF DONATED ITEM X ROUND OF GOLF GIFT CERTIFICATES 2 545 COST OF DONATED ITEM X FITNESS MEMBERSHIP GIFT CERTIFICATES 1 90 COST OF DONATED ITEM false false false Description of Classes of Members or Stockholders Form 990, Part VI, Question 6 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 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, Question 7a and 7b THE VOTING MEMBERS OF DEAN FOUNDATION CONSIST OF THE CLASS A COMMON STOCK SHAREHOLDERS OF DEAN HEALTH SYSTEMS, INC. THESE VOTING 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. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11b DEAN FOUNDATION'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 9, 2012. 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 DEAN FOUNDATION MONITORS CONFLICTS OF INTEREST BY REQUIRING THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES TO COMPLETE AN ANNUAL STATEMENT ABOUT ANY POTENTIAL CONFLICT SITUATIONS. DETERMINATIONS OF CONFLICTS ARE DETECTED AT THE MANAGEMENT LEVEL AND ELEVATED TO THE 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 ONE PAY INCREASE IN 2011 THAT WAS AT OR BELOW THE RATE OF INFLATION. Organization's Policy Regarding Making Certain Documents Public Form 990, Part VI, Question 19 DEAN 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 DEAN FOUNDATION'S ALLEN BLVD. OFFICE. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 NET UNREALIZED LOSS ON INVESTMENTS $72,535 ACCRUED INTEREST NOT ON FINANCIALS $ 226 ---------- TOTAL $72,761 1025 Regent St LTD 1808 W BELTLINE HWY MADISON WI 53713 391089309 MEDICAL CLINIC WI DEAN HEALTH SYS RELATED 0 0 false false 0.00000 Wingra Bldg Group 1808 W BELTLINE HWY MADISON WI 53713 390237060 MEDICAL CLINIC WI DEAN HEALTH SYS RELATED 0 0 false false 0.00000 Janesville Clinic 1808 W BELTLINE HWY MADISON WI 53713 396220698 MEDICAL CLINIC WI DEAN HEALTH SYS RELATED 0 0 false false 0.00000 Navitus Health 2601 W BELTLINE HWY STE 600 Madison WI 53713 043608530 PHARMACY BENEFITS WI DEAN HEALTH PL RELATED 0 0 false false 0.00000 DEAN HEALTH HOLD 1808 W BELTLINE HWY MADISON WI 53713 261594709 MEDICAL CLINIC WI DEAN HEALTH SYS RELATED 0 0 false false 0.00000 DEAN HEALTH SYSTEMS INC 1808 WEST BELTLINE HIGHWAY MADISON WI 53713 391128616 MEDICAL CLINIC WI NA C CORP 0 0 0.00000 DEAN HEALTH INSURANCE INC 1277 DEMING WAY MADISON WI 53713 391830837 MEDICAL INSURANCE WI DEAN HEALTH SYS C CORP 0 0 0.00000 DEAN HEALTH PLAN INC 1277 DEMING WAY MADISON WI 53713 391535024 MEDICAL INSURANCE WI DEAN HEALTH INS C CORP 0 0 0.00000 DEANCARE INSURANCE AGENCY INC 1277 DEMING WAY MADISON WI 53717 391637828 MEDICAL INSURANCE WI DEAN HEALTH PLA C CORP 0 0 0.00000 DEAN HEALTH SOLUTIONS INC 1808 WEST BELTLINE HIGHWAY MADISON WI 53713 391876092 MEDICAL CLINIC WI DEAN HEALTH SYS C CORP 0 0 0.00000 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 false true false false false false false false false false false true false true false false false