CHILDRENS HOSPITAL AND HEALTH SYSTEM INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC (EIN 39-1500074)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201233189349304638
- Schema version
- 2011v1.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T16:47:38-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391214345 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLBCO SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13400 BISHOPS LANE SUITE 300 | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 53005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391500074 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIL | NameControl |
| Phone | 4142665420 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W WISCONSIN AVE PO BOX 1997 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WELDON GAGE | Name |
| Title | TREASURER | Title |
| Phone | 4142665420 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN L PAUTSCH CPA | Name |
| PTIN | P00034913 | PTIN |
| Phone | 2627549400 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PEGGY TROY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W WISCONSIN AVE PO BOX 1997 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 94634962 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | INTEGRATED AND COORDINATED HEALTH SERVICES NETWORK FOR INFANTS, CHILDREN AND ADOLESCENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 636 | TotalNbrEmployees |
| Total Nbr Volunteers | 3850 | TotalNbrVolunteers |
| Total Gross UBI | 413031 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 15407 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13600714 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13557884 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 74260183 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 80082979 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 279709 | InvestmentIncomePriorYear |
| Investment Income Current Year | 326861 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 875430 | OtherRevenuePriorYear |
| Other Revenue Current Year | 667238 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 89016036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94634962 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 471296 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 303897 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 47534061 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 48857138 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 41136912 | OtherExpensePriorYear |
| Other Expenses Current Year | 46114465 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 89142269 | TotalExpensesPriorYear |
| Total Expenses Current Year | 95275500 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -126233 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -640538 | RevenuesLessExpensesCY |
| Total Assets BOY | 77799339 | TotalAssetsBOY |
| Total Assets EOY | 72842210 | TotalAssetsEOY |
| Total Liabilities BOY | 15566603 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18966118 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62232736 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 53876092 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. ("CHHS") IS COMMITTED TO ENSURING A HEALTHIER FUTURE FOR CHILDREN BY PROVIDING AN INTEGRATED AND COORDINATED HEALTH AND SOCIAL SERVICES NETWORK FOR INFANTS, CHILDREN AND ADOLESCENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 55609647 | Expense |
| Grants | 297395 | Grants |
| Revenue | 65373018 | Revenue |
| Description | CHHS IS THE PARENT ORGANIZATION OF AN INTEGRATED SYSTEM OF ENTITIES PROVIDING COMPREHENSIVE MEDICAL CARE AND SOCIAL SERVICES TO CHILDREN FROM WISCONSIN AND THROUGHOUT THE MIDWEST. THE SYSTEM INCLUDES WISCONSIN'S ONLY FREESTANDING HOSPITAL DEDICATED SOLELY TO THE CARE AND TREATMENT OF CHILDREN, AS WELL AS VARIOUS OTHER FACILITIES PROVIDING INPATIENT AND OUTPATIENT CARE FOR CHILDREN WITH ALL TYPES OF ILLNESSES, INJURIES, BIRTH DEFECTS AND OTHER DISORDERS. THE SYSTEM ALSO INCLUDES EXTENSIVE RESEARCH, EDUCATION AND COMMUNITY OUTREACH PROGRAMS. ON AN AGGREGATE BASIS, THE ENTITIES WITHIN THE SYSTEM PROVIDED COMMUNITY BENEFITS OF OVER $100 MILLION.CHHS OVERSEES AND COORDINATES THE ACTIVITIES OF THE VARIOUS OPERATING ENTITIES WITHIN THE INTEGRATED SYSTEM, INCLUDING THROUGH THE PROVISION OF SUPPORTIVE AND ADMINISTRATIVE SERVICES ON A CONSOLIDATED, CENTRALIZED BASIS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12231718 | Expense |
| Revenue | 844860 | Revenue |
| Description | CHILDREN'S RESEARCH INSTITUTE ("CRI") IS A PROGRAM OF CHHS THAT ADVANCES PEDIATRIC MEDICAL RESEARCH IN WISCONSIN AND BEYOND. WITH A FOCUS ON TRANSLATIONAL RESEARCH, THE CRI IS TAKING DISCOVERIES FROM THE LABORATORY AND CONVERTING THEM TO NEW THERAPIES AT PATIENTS' BEDSIDES. RESEARCHERS AT THE CRI CONTINUE TO INVESTIGATE IMMUNE RESPONSES TO CANCER CELLS. SPECIFICALLY, RESEARCHERS ARE STUDYING NEUROBLASTOMAS, A FORM OF CHILDHOOD CANCER THAT APPEARS AS A TUMOR MASS, FOCUSING THEIR RESEARCH ON INTERFERING WITH THE "TRICKS" THIS CANCER USES TO AVOID DETECTION BY THE IMMUNE SYSTEM. IN ADDITION TO CONTINUED RESEARCH EFFORTS IN THE LABORATORY, CHILDREN'S HOSPITAL OF WISCONSIN, A CHHS AFFILIATE, WAS DESIGNATED AS A PHASE 1 CENTER BY THE CHILDREN'S ONCOLOGY GROUP. THIS DESIGNATION ALLOWS PATIENTS THE OPPORTUNITY TO PARTICIPATE IN EARLY-PHASE CLINICAL RESEARCH WHEN PATIENTS NO LONGER BENEFIT FROM TRADITIONAL CANCER TREATMENTS.THE CRI ALSO CONTINUES TO FOCUS RESEARCH EFFORTS ON THE POTENTIAL OF HUMAN STEM CELLS. IN 2011, A CRI RESEARCHER RECEIVED A $6.3 MILLION NATIONAL INSTITUTES OF HEALTH GRANT TO STUDY HUMAN HEART CELLS, SPECIFICALLY, TO UNDERSTAND THE GENETIC FACTORS LEADING TO AN INCREASE IN THE SIZE AND WEIGHT OF THE HEART, KNOWN AS LEFT VENTRICULAR HYPERTROPHY (LVH) WHICH IS COMMON IN PATIENTS WITH HIGH BLOOD PRESSURE, OBESITY, AND KIDNEY FAILURE. WITH THE INCREASING NUMBER OF CHILDREN WITH KIDNEY DISEASE, OBESITY, DIABETES, AND COMPLEX CARDIAC PROBLEMS, USING HUMAN STEM CELLS TO FURTHER UNDERSTAND THE MECHANISMS THAT LEAD TO LVH MAY LEAD TO NEW DRUGS AND TREATMENT FOR LVH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8933808 | Expense |
| Revenue | 13299437 | Revenue |
| Description | CHHS PROVIDES VARIOUS OUTPATIENT HEALTH CARE SERVICES. IN 2011, THERE WERE 21,395 VISITS TO THE ORGANIZATION'S URGENT CARE CLINICS, AND 5,850 OUTPATIENT SURGICAL CASES PERFORMED AT THE ORGANIZATION'S AMBULATORY SURGICAL CENTER, THE SURGICENTER OF GREATER MILWAUKEE, LLC (A DISREGARDED ENTITY FOR FEDERAL TAX PURPOSES). | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5908564 | Expense |
| Grants | 6502 | Grants |
| Revenue | 565664 | Revenue |
| Description | OTHER PROGRAMS OF CHHS INCLUDE THE OUTCOMES ANALYSIS SERVICES AT NATIONAL OUTCOMES CENTER ("NOC") AND HEALTH EDUCATION SERVICES AT CHILDREN'S HEALTH EDUCATION CENTER ("CHEC"). NOC PROVIDES PROFESSIONAL SERVICES ON A CONTRACTUAL BASIS FOR DATA MANAGEMENT AND ANALYSIS SERVICES AND REVIEWS OF CLINICAL OUTCOMES PURSUANT TO HEALTH RELATED STUDIES FOCUSED ON ENHANCING MORE EFFECTIVE AND EFFICIENT DELIVERY OF HEALTH CARE.CHEC OFFERS FREE AND INEXPENSIVE HEALTH EDUCATION PROGRAMS AND RESOURCES TO TEACHERS, CHILDREN AND PARENTS. PROGRAMS OFFERED INCLUDE IN-CLASSROOM PROGRAMS ON HEALTHY EATING AND EXERCISE, BULLYING AND TEEN DEPRESSION, IN ADDITION TO FIELD TRIPS AT OUR BRIGHT AND ENGAGING FACILITY. CHEC ALSO HAS INJURY PREVENTION PROGRAMS WHICH FOCUS ON CAR SEAT AND BIKE HELMET FITTINGS, TO KEEP CHILDREN SAFE AND HEALTHY. ADDITIONALLY, CHEC OFFERS HEALTH-BASED E-LEARNING PROGRAMS THROUGH BLUEKIDS.ORG WHICH HELPS STUDENTS MAKE MORE POSITIVE HEALTH CHOICES. ADDITIONALLY, CHHS PROVIDES SCHOOL-BASED HEALTH CENTERS IN MILWAUKEE SCHOOLS. THESE CENTERS PROVIDE PREVENTATIVE CARE, PHYSICALS, IMMUNIZATIONS AND TREATMENT FOR ILLNESSES TO AN AREA THAT PREVIOUSLY DID NOT HAVE PEDIATRICIAN PRACTICES AVAILABLE TO ATTEND TO THE COMMUNITY'S NEEDS. IN 2011, THERE WERE 14,574 SCHOOL-BASED NURSE ENCOUNTERS WHICH INCLUDED 1,001 VISION AND HEARING SCREENINGS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5908564 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 6502 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 565664 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 82683737 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 636 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR JASON PELSIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142665997 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W WISCONSIN AVENUE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J ABRAHAM JR | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL W ALTSCHAEFL | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| THOMAS M BOLGER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ELIZABETH BRENNER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| CURT S CULVER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID J DRURY | |||||||||
| DIRECTOR/CHAIR | 1.00 | X | 0 | 0 | 0 | X | |||
| DAVID H GILBERT | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| SUSAN HERMA | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MARK R HOGAN | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| PAUL W JONES | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| JOSEPH KERSCHNER MD | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KEVIN MANSELL | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| C DAVID MYERS | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ALBERT S ORR III | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL T PEPKE | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| J JOEL QUADRACCI | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| LARRY A RAMBO | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| JAY O ROTHMAN | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN E SCHLIFSKE | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN S SHIELY | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| PETER M SOMMERHAUSER | |||||||||
| DIRECTOR/VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |||
| OWEN J SULLIVAN | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| TIMOTHY W SULLIVAN | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| PAUL SWEENEY | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MARK C WITT | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MARGARET TROY | |||||||||
| DIRECTOR/PRESIDENT & CEO | 40.00 | X | 1179464 | 0 | 273322 | X | |||
| TIMOTHY L BIRKENSTOCK | |||||||||
| TREASURER/CFO (JAN - MAR 2011) | 40.00 | 758474 | 0 | 35788 | X | ||||
| MARC CADIEUX | |||||||||
| INTERIM TREAS/CFO (APR - DEC 2011) | 40.00 | 249193 | 0 | 22555 | X | ||||
| CINTHIA S CHRISTENSEN | |||||||||
| EXECUTIVE VP AND CHW PRESIDENT | 40.00 | 0 | 657222 | 86773 | X | ||||
| ROBERT DUNCAN | |||||||||
| EVP COMMUNITY SERVICES | 40.00 | 321938 | 0 | 61407 | X | ||||
| JULIET KERSTEN | |||||||||
| VP AMBULATORY & REGIONAL SERVICES | 40.00 | 60533 | 170402 | 40442 | X | ||||
| MICHELLE METTNER | |||||||||
| VP GOVERNMENT RELATIONS | 40.00 | 236407 | 0 | 33267 | X | ||||
| MICHAEL NAUMAN | |||||||||
| CORPORATE VP & CIO | 40.00 | 480648 | 0 | 66417 | X | ||||
| MARGARET NIEMER | |||||||||
| CORPORATE VP HUMAN RESOURCES | 40.00 | 347401 | 0 | 65196 | X | ||||
| SHEILA REYNOLDS | |||||||||
| SECRETARY/CORPORATE VP & GEN COUNSEL | 40.00 | 386500 | 0 | 71192 | X | ||||
| RAMESH SACHDEVA MD | |||||||||
| CORPORATE VP & CHIEF QUALITY OFFICER | 40.00 | 405469 | 0 | 67050 | X | ||||
| ROBERT SANDERS | |||||||||
| CORPORATE VP STRATEGIC MANAGEMENT | 40.00 | 272900 | 0 | 50893 | X | ||||
| DENISE AUGUSTIN | |||||||||
| SURGICENTER EXECUTIVE DIRECTOR | 40.00 | 161646 | 0 | 33592 | X | ||||
| THOMAS DUNIGAN MD | |||||||||
| CMG PRESIDENT (JAN - JUL 2011) | 40.00 | 296140 | 104752 | 39441 | X | ||||
| MARK ANDERSON | |||||||||
| CIH EXECUTIVE DIRECTOR | 40.00 | 217560 | 0 | 22464 | X | ||||
| MARK RAKOWSKI | |||||||||
| CCHP EXECUTIVE DIRECTOR | 40.00 | 213970 | 0 | 40562 | X | ||||
| VERONICA GUNN | |||||||||
| MEDICAL DIRECTOR, COMMUNITY SERVICE | 40.00 | 210795 | 0 | 27640 | X | ||||
| LUCIA ROMAN-MARCIAL | |||||||||
| URGENT CARE MEDICAL PROGRAM DIRECTOR/URGENT CARE P | 40.00 | 191645 | 0 | 16876 | X | ||||
| JAMES MILLER | |||||||||
| CHHSF PRESIDENT & CEO | 40.00 | 0 | 465450 | 71182 | X | ||||
| MARTIN VOGEL | |||||||||
| CHHSF VP PRINCIPAL GIFTS | 40.00 | 0 | 271240 | 37650 | X | ||||
| JON E VICE | |||||||||
| FORMER PRESIDENT & CEO | 0.00 | 261357 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6252040 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1669066 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1163709 | TotalOtherCompensation |
| Number Individuals GT100 K | 66 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WISCONSIN | |||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | RESEARCH, EDUCATION, MEDICAL LEADERSHIP | 9139727 |
| DELOITTE CONSULTING LLP | |||||
| PO BOX 7247-6447 | PHILADELPHIA | PA | 191706447 | CONSULTING AND MANAGEMENT FEES | 2581346 |
| PARAGON DEV SYS INC | |||||
| PO BOX 88079 | MILWAUKEE | WI | 532880079 | COMPUTER MAINTENANCE SUPPLIES & SOFTWARE | 1843483 |
| MICROSOFT LICENSING GP | |||||
| 1401 ELM ST 5TH FLR DEPT 842467 | DALLAS | TX | 75202 | SOFTWARE LICENSING AND MAINTENANCE FEES | 1652220 |
| ALLSCRIPTS HEALTHCARE LLC | |||||
| LOCKBOX 077153 | PHILADELPHIA | PA | 191710133 | SOFTWARE MAINTENANCE FEES | 1637108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 44 | NumberOfContractorsGT100K |
| Related Organizations | 13220528 | RelatedOrganizations |
| Government Grants | 251698 | GovernmentGrants |
| All Other Contributions | 85658 | AllOtherContributions |
| Total Contributions | 13557884 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| OPER SUPPORT SERVICES | 541900 | 65373018 | 63822405 | 413031 | $1,137,582 |
| OUTPATIENT HEALTH CARE | 621400 | 13299437 | 13299437 | ||
| RESEARCH ADMIN FEE | 900099 | 844860 | 844860 | ||
| DATA MGMT & ANALYSIS | 541900 | 482439 | 482439 | ||
| CHEC FEES | 900099 | 83225 | 83225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 80082979 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197419 | TotalRevenueColumn |
| Exclusion | $197,419 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 129442 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 129442 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129442 | TotalRevenueColumn |
| Exclusion | $129,442 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATIONAL SERVICES | Description |
| Business Code | 611430 | BusinessCode |
| Total Revenue Column | 248845 | TotalRevenueColumn |
| Related Or Exempt Function Income | 248845 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 418393 | TotalRevenueColumn |
| Related Or Exempt Function Income | 418393 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 667238 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94634962 | TotalRevenueColumn |
| Related Or Exempt Function Income | 79199604 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 413031 | UnrelatedBusinessRevenue |
| Exclusion | $1,464,443 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250080 | Total |
| Program Services | 250080 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53817 | Total |
| Program Services | 53817 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6902506 | Total |
| Program Services | 5932396 | ProgramServices |
| Management And General | 970110 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30392237 | Total |
| Program Services | 25978101 | ProgramServices |
| Management And General | 4414136 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1494921 | Total |
| Program Services | 1281401 | ProgramServices |
| Management And General | 213520 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7523821 | Total |
| Program Services | 6477354 | ProgramServices |
| Management And General | 1046467 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2543653 | Total |
| Program Services | 2167004 | ProgramServices |
| Management And General | 376649 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67740 | Total |
| Program Services | 200 | ProgramServices |
| Management And General | 67540 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393715 | Total |
| Program Services | 354453 | ProgramServices |
| Management And General | 39262 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272012 | Total |
| Program Services | 239969 | ProgramServices |
| Management And General | 32043 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225181 | Total |
| Program Services | 198655 | ProgramServices |
| Management And General | 26526 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37770 | Total |
| Program Services | 15250 | ProgramServices |
| Management And General | 22520 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8529500 | Total |
| Program Services | 7287327 | ProgramServices |
| Management And General | 1242173 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293463 | Total |
| Program Services | 276324 | ProgramServices |
| Management And General | 17139 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739052 | Total |
| Program Services | 597497 | ProgramServices |
| Management And General | 141555 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9215943 | Total |
| Program Services | 8098095 | ProgramServices |
| Management And General | 1117848 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3638077 | Total |
| Program Services | 3107900 | ProgramServices |
| Management And General | 530177 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1402926 | Total |
| Program Services | 1225403 | ProgramServices |
| Management And General | 177523 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270442 | Total |
| Program Services | 228079 | ProgramServices |
| Management And General | 42363 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4466253 | Total |
| Program Services | 3940825 | ProgramServices |
| Management And General | 525428 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785484 | Total |
| Program Services | 592066 | ProgramServices |
| Management And General | 193418 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESEARCH | 5660232 | 5660232 | |
| PURCHASED SERVICES | 3352603 | 3079849 | 272754 |
| MEDICAL SUPPLIES | 1762872 | 1754343 | 8529 |
| SUBSCRIPTION & DUES | 880144 | 761695 | 118449 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4121056 | Total |
| Program Services | 3125422 | ProgramServices |
| Management And General | 995634 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95275500 | Total |
| Program Services | 82683737 | ProgramServices |
| Management And General | 12591763 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7713704 | BOY |
| EOY | 1481883 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357989 | BOY |
| EOY | 366562 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658235 | BOY |
| EOY | 1606901 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 28000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21000 | BOY |
| EOY | 69500 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467897 | BOY |
| EOY | 439776 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3973287 | BOY |
| EOY | 5218454 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72839132 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21535697 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54769173 | BOY |
| EOY | 51303435 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6590694 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8838054 | BOY |
| EOY | 5737005 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77799339 | BOY |
| EOY | 72842210 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10075345 | BOY |
| EOY | 13548825 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4001 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86837 | BOY |
| EOY | 190604 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400420 | BOY |
| EOY | 5226689 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15566603 | BOY |
| EOY | 18966118 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60318449 | BOY |
| EOY | 51862520 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490112 | BOY |
| EOY | 1776104 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424175 | BOY |
| EOY | 237468 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62232736 | BOY |
| EOY | 53876092 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77799339 | BOY |
| EOY | 72842210 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -640538 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7716106 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 296103 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 296103 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 89624640 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 89920743 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 592525 | CurrentYearMinus3 |
| Current Year Minus2 | 374061 | CurrentYearMinus2 |
| Current Year Minus1 | 282225 | CurrentYearMinus1 |
| Current Year | 296103 | CurrentYear |
| Total | 1544914 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 158994 | BeginningBalance |
| Additions During Year | 430166 | AdditionsDuringYear |
| Distributions During Year | 371494 | DistributionsDuringYear |
| Ending Balance | 217666 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1914287 | BeginningOfYearBalance |
| Contributions | 843860 | Contributions |
| Investment Earnings Or Losses | 1271 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 745000 | GrantsOrScholarships |
| Administrative Expenses | 846 | AdministrativeExpenses |
| End Of Year Balance | 2013572 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1614564 | BeginningOfYearBalance |
| Contributions | 1249343 | Contributions |
| Investment Earnings Or Losses | 30138 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 978936 | GrantsOrScholarships |
| Administrative Expenses | 822 | AdministrativeExpenses |
| End Of Year Balance | 1914287 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 1614564 | Contributions |
| End Of Year Balance | 1614564 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.88200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1457978 | OtherCostOrOtherBasis |
| Book Value | 1457978 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49859117 | OtherCostOrOtherBasis |
| Depreciation | 9768429 | Depreciation |
| Book Value | 40090688 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1857222 | OtherCostOrOtherBasis |
| Depreciation | 1635570 | Depreciation |
| Book Value | 221652 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19362229 | OtherCostOrOtherBasis |
| Depreciation | 10073857 | Depreciation |
| Book Value | 9288372 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 302586 | OtherCostOrOtherBasis |
| Depreciation | 57841 | Depreciation |
| Book Value | 244745 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51303435 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 358955 |
| DEFERRED COMPENSATION PLAN ASSETS | 2125191 |
| BENEFICIAL INTEREST IN NET ASSETS OF CHILDREN'S HOSP. & HEALTH SYSTEM FOUND. | 2013572 |
| INVESTMENT IN VIRTUAL PICU SYSTEMS, LLC | 403861 |
| INVESTMENT IN NORTH SHORE SURGERY CENTER | 826426 |
| INVESTMENT IN MED-HEALTH FINANCIAL SERVICES, INC. | 9000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5737005 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION PLAN LIABILITY | $2,125,191 |
| RETIREMENT PLAN LIABILITY | $3,101,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5226689 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | CERTAIN EMPLOYEES OF THE ORGANIZATION HAVE SIGNING AUTHORITY FOR THE CHECKING ACCOUNT OF THE CENTER FOR INTERNATIONAL HEALTH, INC. ("CIH"). ADDITIONALLY, CERTAIN EMPLOYEES OF THE ORGANIZATION HAVE SIGNING AUTHORITY FOR THE CHECKING ACCOUNT OF THE WELFARE AUXILIARY OF CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("WA"). THE ORGANIZATION ALSO PROVIDES ACCOUNTING FUNCTIONS FOR WA. THE AMOUNTS IN PART IV ARE THE COMBINED TOTALS FOR THESE TWO INDIVIDUAL ACCOUNTS. | |
| PART V, LINE 4: | CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION, INC., A RELATED ENTITY, HOLDS ENDOWMENT FUNDS ON BEHALF OF CHHS. INTENDED USES OF THE ENDOWMENT FUNDS INCLUDE VARIOUS HEALTH-EDUCATION RELATED PROJECTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | FOOTNOTE 2 INCOME TAXES: CHHS EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2011 OR 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CENTER FOR FAMILIES | |||||||
| 2120 FORDEM AVE | MADISON | WI | 53704 | 391624393 | 501(C)(3) | 48861 | ANNUAL GRANT FOR A CHILD ABUSE PREVENTION PROGRAM |
| FAMILY RESOURCE CENTER OF SHEBOYGAN | |||||||
| 1209A EASTERN AVENUE | PLYMOUTH | WI | 53073 | 391857835 | 501(C)(3) | 46000 | ANNUAL GRANT FOR A CHILD ABUSE PREVENTION PROGRAM |
| FAMILY RESOURCE CENTER OF NORTHEAST WISCONSIN | |||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | 390827320 | 501(C)(3) | 56000 | ANNUAL GRANT FOR A CHILD ABUSE PREVENTION PROGRAM |
| LACAUSA | |||||||
| 136 W GREENFIELD AVENUE | MILWAUKEE | WI | 53204 | 391247667 | 501(C)(3) | 31485 | ANNUAL GRANT FOR A CHILD ABUSE PREVENTION PROGRAM |
| LAKESHORE COMMUNITY ACTION PROGRAM | |||||||
| 540 N 8TH ST PO BOX 2315 | MANITOWOC | WI | 54221 | 391214392 | 501(C)(3) | 40850 | ANNUAL GRANT FOR A CHILD ABUSE PREVENTION PROGRAM |
| SEXUAL ASSAULT CRISIS CENTER | |||||||
| 35 PARK PLACE SUITE 100 | APPLETON | WI | 54914 | 391309331 | 501(C)(3) | 19051 | ANNUAL GRANT FOR A CHILD ABUSE PREVENTION PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| PROJECT MANAGEMENT FOR HOME VISITATION OUTCOMES PROJECT | 3 | 47315 | N/A |
| SCHOLARSHIPS | 11 | 6502 | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: MONITORING PROCEDURES - THE CHILD ABUSE PREVENTION FUND IS COMMITTED TO ENSURING A SAFE ENVIRONMENT FOR CHILDREN THROUGH FINANCIAL SUPPORT OF PRIMARY PREVENTION ACTIVITIES THROUGHOUT WISCONSIN, AS WELL AS EDUCATING PROFESSIONALS AND THE PUBLIC ABOUT THE ROLE OF PREVENTION IN ELIMINATING CHILD ABUSE. THE CHILD ABUSE PREVENTION FUND IS A SPECIAL FUNDRAISING INITIATIVE OF CHHS. THE FUND'S FOCUS IS ON OUTCOMES OR RESULTS FOR FAMILIES, CHILDREN AND COMMUNITIES. AGENCIES THAT RECEIVE FUNDING MEET CRITERIA FOR EFFECTIVENESS AND ACCOUNTABILITY. EACH ORGANIZATION FUNDED IS EXPECTED TO DEMONSTRATE POSITIVE OUTCOMES THROUGH SIX-MONTH AND ANNUAL PROGRESS REPORTS. IN MANY CASES, CHHS STAFF OVERSEE AND PLAY A ROLE IN HELPING ORGANIZATIONS DEMONSTRATE POSITIVE OUTCOMES. CHHS STAFF ALSO PERFORM SITE VISITS. SCHEDULE I, PART III: SCHOLARSHIPS AWARDED TO RECIPIENTS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET TROY | |||||||||||||
| 736762 | 0 | 336229 | 0 | 106473 | 0 | 241301 | 0 | 32021 | 0 | 1452786 | 0 | 70103 | 0 |
| TIMOTHY L BIRKENSTOCK | |||||||||||||
| 163222 | 0 | 130024 | 0 | 465228 | 0 | 20500 | 0 | 15288 | 0 | 794262 | 0 | 118537 | 0 |
| MARC CADIEUX | |||||||||||||
| 169387 | 0 | 66000 | 0 | 13806 | 0 | 15600 | 0 | 6955 | 0 | 271748 | 0 | 0 | 0 |
| CINTHIA S CHRISTENSEN | |||||||||||||
| 0 | 389948 | 0 | 118956 | 0 | 148318 | 0 | 58566 | 0 | 28207 | 0 | 743995 | 0 | 42557 |
| ROBERT DUNCAN | |||||||||||||
| 256603 | 0 | 35930 | 0 | 29405 | 0 | 35790 | 0 | 25617 | 0 | 383345 | 0 | 0 | 0 |
| JULIET KERSTEN | |||||||||||||
| 37441 | 157813 | 22974 | 0 | 118 | 12589 | 3278 | 13768 | 4499 | 18897 | 68310 | 203067 | 0 | 12066 |
| MICHELLE METTNER | |||||||||||||
| 193076 | 0 | 42908 | 0 | 423 | 0 | 12898 | 0 | 20369 | 0 | 269674 | 0 | 0 | 0 |
| MICHAEL NAUMAN | |||||||||||||
| 329635 | 0 | 91641 | 0 | 59372 | 0 | 43440 | 0 | 22977 | 0 | 547065 | 0 | 13132 | 0 |
| MARGARET NIEMER | |||||||||||||
| 229686 | 0 | 61349 | 0 | 56366 | 0 | 43397 | 0 | 21799 | 0 | 412597 | 0 | 18981 | 0 |
| SHEILA REYNOLDS | |||||||||||||
| 237263 | 0 | 68372 | 0 | 80865 | 0 | 44305 | 0 | 26887 | 0 | 457692 | 0 | 21941 | 0 |
| RAMESH SACHDEVA MD | |||||||||||||
| 287819 | 0 | 65997 | 0 | 51653 | 0 | 42150 | 0 | 24900 | 0 | 472519 | 0 | 15854 | 0 |
| ROBERT SANDERS | |||||||||||||
| 186531 | 0 | 51524 | 0 | 34845 | 0 | 29199 | 0 | 21694 | 0 | 323793 | 0 | 17554 | 0 |
| DENISE AUGUSTIN | |||||||||||||
| 124880 | 0 | 19485 | 0 | 17281 | 0 | 12005 | 0 | 21587 | 0 | 195238 | 0 | 0 | 0 |
| THOMAS DUNIGAN MD | |||||||||||||
| 201134 | 104752 | 63660 | 0 | 31346 | 0 | 27818 | 2888 | 5291 | 3444 | 329249 | 111084 | 19917 | 0 |
| MARK ANDERSON | |||||||||||||
| 163310 | 0 | 0 | 0 | 54250 | 0 | 13553 | 0 | 8911 | 0 | 240024 | 0 | 23117 | 0 |
| MARK RAKOWSKI | |||||||||||||
| 180231 | 0 | 27750 | 0 | 5989 | 0 | 17054 | 0 | 23508 | 0 | 254532 | 0 | 0 | 0 |
| VERONICA GUNN | |||||||||||||
| 210399 | 0 | 0 | 0 | 396 | 0 | 8249 | 0 | 19391 | 0 | 238435 | 0 | 0 | 0 |
| LUCIA ROMAN-MARCIAL | |||||||||||||
| 180575 | 0 | 0 | 0 | 11070 | 0 | 0 | 0 | 16876 | 0 | 208521 | 0 | 0 | 0 |
| JAMES MILLER | |||||||||||||
| 0 | 310117 | 0 | 56375 | 0 | 98958 | 0 | 45950 | 0 | 25232 | 0 | 536632 | 0 | 28801 |
| MARTIN VOGEL | |||||||||||||
| 0 | 195144 | 0 | 33438 | 0 | 42658 | 0 | 18050 | 0 | 19600 | 0 | 308890 | 0 | 13339 |
| JON E VICE | |||||||||||||
| 0 | 0 | 0 | 0 | 261357 | 0 | 0 | 0 | 0 | 0 | 261357 | 0 | 259360 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINES 4A-B | UNTIL MARCH 2011, TIMOTHY BIRKENSTOCK SERVED AS TREASURER & CFO OF CHHS. CHHS PAID CERTAIN AMOUNTS AS SEVERANCE INCOME TO MR. BIRKENSTOCK PURSUANT TO A WRITTEN AGREEMENT. CASH PAYMENTS MADE TO MR. BIRKENSTOCK IN 2011 TOTALED $329,655. PART I, LINE 4B: IN 2011, THERE WAS A CHHS FLEXIBLE BENEFIT PLAN IN PLACE WHICH WAS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457(F)). THE ORGANIZATION CONTRIBUTES 7% OF EACH PARTICIPATING EXECUTIVE'S SALARY. THE AMOUNTS OF EMPLOYER CONTRIBUTIONS TO THIS PLAN FOR PARTICIPATING EXECUTIVES IN 2011 WERE AS FOLLOWS: M. TROY $52,472; C. CHRISTENSEN $38,066; R. DUNCAN $27,540; M. NAUMAN $35,190; M. NEIMER $25,347; S. REYNOLDS $26,255; R. SACHDEVA, M.D. $29,509; R. SANDERS $20,949; T. DUNIGAN, M.D. $10,206; J. MILLER $32,800. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2011 WERE: M. TROY $70,103; T. BIRKENSTOCK $118,537; C. CHRISTENSEN $42,557; J. KERSTEN $12,066; M. NAUMAN $13,132; M. NEIMER $18,981; S. REYNOLDS $21,941; R. SACHDEVA, M.D. $15,854; R. SANDERS $17,554; T. DUNIGAN, M.D. $19,917; M. ANDERSON $23,117; J. MILLER $28,801; M. VOGEL $13,339; J. VICE $259,360. CHHS HAS REPORTED ADDITIONAL AMOUNTS SET ASIDE FOR A NONQUALIFIED RETIREMENT PLAN ON BEHALF OF ITS PRESIDENT AND CEO. THE AMOUNT SET ASIDE IN 2011 WAS $180,579. | |
| PART I, LINE 7 | CERTAIN EXECUTIVES PARTICIPATE IN AN ANNUAL BONUS PLAN THAT PROVIDES COMPENSATION BASED ON ACHIEVING SPECIFIC PRE-DEFINED GOALS. BONUS CRITERIA ARE ESTABLISHED ON AN EXECUTIVE-BY-EXECUTIVE BASIS. SUCH CRITERIA PERTAIN TO MATTERS WITHIN THE EXECUTIVE'S AREA OF RESPONSIBILITY, AS WELL AS ACHIEVEMENT OF OVERALL STRATEGIC OBJECTIVES OF THE ORGANIZATION AND ITS AFFILIATES. | |
| PART III | FORM 990, PART VII, COLUMN E AND SCHEDULE J, PART II: SALARIES PAID BY RELATED ORGANIZATIONS: 1. CINTHIA CHRISTENSEN, PRESIDENT OF CHW AND EXECUTIVE VICE PRESIDENT OF CHHS - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SUPERVISORY SERVICES PROVIDED (40 HOURS PER WEEK) TO CHW AND AFFILIATES. THESE AMOUNTS WERE PAID BY CHW. 2. JULIET KERSTEN, VP AMBULATORY & REGIONAL SVCS - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHW AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHW. 3. THOMAS DUNIGAN, M.D., PEDIATRIC PHYSICIAN, PRESIDENT OF CMG (THROUGH JULY 2011) AND PRESIDENT AND TREASURER OF CHILDREN'S PHYSICIAN GROUP, P.C. ("CPG") - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CMG AND CPG. THESE AMOUNTS WERE PAID BY CMG. 4. JAMES MILLER, PRESIDENT AND CEO OF CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION, INC. ("CHHSF") - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHHSF. THESE AMOUNTS WERE PAID BY CHHSF. PRIOR TO 2011, MR. MILLER'S COMPENSATION FOR SERVICES AS PRESIDENT AND CEO OF CHHSF WAS PAID BY CHHS AND ALLOCATED TO CHHSF. AS A RESULT, MR. MILLER WAS REPORTED AS A HIGHLY COMPENSATED EMPLOYEE OF CHHS IN PREVIOUS YEARS. 5. MARTIN VOGEL, VICE PRESIDENT OF PRINCIPAL GIFTS OF CHHSF - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHHSF. THESE AMOUNTS WERE PAID BY CHHSF. PRIOR TO 2011, MR. VOGEL'S COMPENSATION FOR SERVICES AS VICE PRESIDENT OF PRINCIPAL GIFTS OF CHHSF WAS PAID BY CHHS AND ALLOCATED TO CHHSF. AS A RESULT, MR. VOGEL WAS REPORTED AS A HIGHLY COMPENSATED EMPLOYEE OF CHHS IN PREVIOUS YEARS. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M CADIEUX EDUCATION LOAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $28,000 | OriginalPrincipalAmount |
| Balance Due | 28000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 0 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 28000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| HUMANA | |||
| DIRECTOR (L. RAMBO) | 153341 | MR. RAMBO IS THE REGIONAL CHIEF EXECUTIVE OFFICER OF HUMANA, INC. THE ORGANIZATION PAID HUMANA FOR TPA SERVICES FOR ITS SELF-INSURED HEALTH PLAN IN THE AMOUNT OF $153,341. | 0 |
| HUMANA | |||
| DIRECTOR (L. RAMBO) | 1029721 | MR. RAMBO IS THE REGIONAL CHIEF EXECUTIVE OFFICER OF HUMANA, INC. THE ORGANIZATION RECEIVED APPROXIMATELY $1,029,721 FROM HUMANA FOR HEALTH CARE SERVICES PROVIDED TO HUMANA ENROLLEES. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: ABRAHAM AND QUADRACCI; ABRAHAM AND ROTHMAN; ALTSCHAEFL AND PEPKE; BRENNER AND DRURY; BRENNER AND O. SULLIVAN; DRURY AND SOMMERHAUSER; DRURY AND SCHLIFSKE; DRURY AND O. SULLIVAN; SCHLIFSKE AND SOMMERHAUSER; SOMMERHAUSER AND HERMA; O. SULLIVAN AND KERSCHNER; BRENNER AND KERSCHNER; CULVER AND KERSCHNER; AND BRENNER AND CULVER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE CHHS BOARD OF DIRECTORS, AND PRIOR TO FILING, A COPY WAS PROVIDED TO ALL DIRECTORS OF CHHS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE TO THE CORPORATE VICE PRESIDENT AND GENERAL COUNSEL. A LIST OF POTENTIAL CONFLICTS IS PREPARED AND IS AVAILABLE AT EACH BOARD AND COMMITTEE MEETING. THE COMPLIANCE DEPARTMENT MONITORS AND PERIODICALLY REVIEWS TRANSACTIONS BETWEEN THE ORGANIZATION AND BOARD MEMBERS OR ENTITIES WITH WHICH THEY ARE AFFILIATED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S CEO AND SENIOR OFFICERS, WITH THE EXCEPTION OF THE INTERIM TREASURER / CFO, THE VP OF GOVERNMENT RELATIONS, THE VP OF AMBULATORY & REGIONAL SERVICES, AND THE SURGICENTER EXECUTIVE DIRECTOR, WAS REVIEWED AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS. WITH THE ASSISTANCE OF AN INDEPENDENT COMPENSATION CONSULTANT AND INFORMATION FROM A VARIETY OF EXTERNAL SOURCES (AS INDICATED ON SCHEDULE J), THE COMMITTEE CONFIRMED THAT TOTAL COMPENSATION AMOUNTS TO BE PAID WERE REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGHLY AND TIMELY DOCUMENTED. COMPENSATION OF OTHER OFFICERS AND THE KEY EMPLOYEE WAS SET BY SUPERVISORY EXECUTIVES IN CONSULTATION WITH CHHS HUMAN RESOURCES LEADERS. THE PROCESS INVOLVED REVIEW BY INDEPENDENT PERSONS WHO CONFIRMED THAT TOTAL COMPENSATION AMOUNTS TO BE PAID WERE REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS. THE PROCESS AND DATA RELIED ON WERE THOROUGHLY AND TIMELY DOCUMENTED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION OF CHHS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CHHS PUBLIC RELATIONS DEPARTMENT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -115,391. NET ASSET/CASH TRANSFER TO CHILDREN'S COMMUNITY HEALTH PLAN, INC. -7,700,000. INCREASE IN BENEF. INTEREST IN NET ASSETS OF CHILDREN'S HOSPITAL FOUNDATION 99,285. TOTAL TO FORM 990, PART XI, LINE 5: -7,716,106. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART V, LINE 1A: | THE ORGANIZATION DID NOT FILE ANY 1099 FORMS DURING THE TAXABLE YEAR. ALTHOUGH THE ORGANIZATION DID RETAIN INDEPENDENT CONTRACTORS, THE COMPENSATION AMOUNTS OWED TO SUCH CONTRACTORS WERE PROCESSED AND PAID BY A RELATED ENTITY, CHW, WITH APPROPRIATE INTERCOMPANY ARRANGEMENTS BETWEEN THE ORGANIZATION AND CHW. THE 1099 FORMS FOR SUCH PAYMENTS WERE ISSUED BY CHW, AS THE ENTITY THAT PROCESSED AND MADE THE PAYMENTS TO THE INDEPENDENT CONTRACTORS. THE 1099 FORMS LISTED IN PART V ARE THE FORMS FILED BY THE ORGANIZATION'S DISREGARDED ENTITY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURGICENTER OF GREATER MILWAUKEE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W WISCONSIN AVENUE PO BOX 1997 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391682308 | EIN |
| Primary Activities | AMBULATORY SURGERY CENTER/MEDICAL OFFICE BUILDING | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Total Income | 11541934 | TotalIncome |
| EOY Assets | 21934700 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 390812532 | PEDIATRIC HOSPITAL | WI | 501(C)(3) | LINE 3 | N/A | 1 |
| CHILDREN'S HOSPITAL & HEALTH SYSTEM FOUNDATION INC | ||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 391500075 | FUND DEVELOPMENT | WI | 501(C)(3) | LINE 7 | N/A | 1 |
| CHILDREN'S MEDICAL GROUP INC | ||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 391789197 | PEDIATRIC PHYSICIAN SERVICES | WI | 501(C)(3) | LINE 3 | N/A | 1 |
| CHILDREN'S PHYSICIAN GROUP PC | ||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 364303682 | PEDIATRIC PHYSICIAN SERVICES | IL | 501(C)(3) | LINE 9 | N/A | 1 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | ||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 390806380 | CHILD WELFARE SERVICES | WI | 501(C)(3) | LINE 7 | N/A | 1 |
| CHILDREN'S COMMUNITY HEALTH PLAN INC | ||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 271494977 | WISCONSIN MEDICAID HMO | WI | 501(C)(3) | LINE 9 | N/A | 1 |
| CHILDREN'S SPECIALTY GROUP INC | ||||||||||
| 999 N 92ND ST SUITE C740 | MILWAUKEE | WI | 53226 | 391990012 | PEDIATRIC PHYSICIAN SERVICES | WI | 501(C)(3) | LINE 11 | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRTUAL PICU SYSTEMS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 WYTHE STREET SUITE 101 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201414664 | EIN |
| Primary Activity | QUALITY/OUTCOMES ANALYSIS | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -162311 | ShareOfTotalIncome |
| Share Of EOY Assets | 430343 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.33330 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MED-HEALTH FINANCIAL SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W WISCONSIN AVE PO BOX 1997 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391547907 | EIN |
| Primary Activity | COLLECTION SERVICES | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 3643461 | ShareOfTotalIncome |
| Share Of EOY Assets | 3222299 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CHILDREN'S HOSPITAL OF WISCONSIN INC - RENT (LINE 1A (IV) ABOVE) | ||
| A | 521687 | CASH PAID/RECEIVED |
| CHILDREN'S MEDICAL GROUP INC - RENT (LINE 1A (IV) ABOVE) | ||
| A | 272750 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||
| C | 9387572 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION INC | ||
| C | 3832956 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||
| J | 65385 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||
| K | 54042360 | CASH PAID/RECEIVED |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | ||
| K | 2781897 | CASH PAID/RECEIVED |
| CHILDREN'S MEDICAL GROUP INC | ||
| K | 4043698 | CASH PAID/RECEIVED |
| CHILDREN'S COMMUNITY HEALTH PLAN INC | ||
| K | 1057605 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION INC | ||
| K | 706656 | CASH PAID/RECEIVED |
| CHILDREN'S PHYSICIAN GROUP PC | ||
| K | 183624 | CASH PAID/RECEIVED |
| MED-HEALTH FINANCIAL SERVICES INC | ||
| K | 569554 | CASH PAID/RECEIVED |
| CHILDREN'S COMMUNITY HEALTH PLAN INC - PATIENT REIMBURSEMENT | ||
| K | 819290 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||
| L | 124468 | CASH PAID/RECEIVED |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | ||
| L | 141624 | CASH PAID/RECEIVED |
| MED-HEALTH FINANCIAL SERVICES INC | ||
| L | 65887 | CASH PAID/RECEIVED |
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||
| O | 166854 | CASH PAID/RECEIVED |
| CHILDREN'S COMMUNITY HEALTH PLAN INC | ||
| Q | 7700000 | CASH PAID/RECEIVED |