2012-06-28T14:10:45-05:00 2011-12-31 990 2011-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 NOEL WILLIAMS 4144755333 2012-06-26 2011 2016-02-24 21:20:13Z ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 12172190 0 X WWW.RMHCMILWAUKEE.ORG X 1982 WI EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED BY A CHILD'S ILLNESS OR INJURY. 22 22 26 517 0 0 2456960 6519627 0 0 77533 284921 25567 254563 2560060 7059111 89810 90152 0 0 685036 666265 40955 196487 487966 987091 985699 1802892 1938603 757168 5120508 13142070 17628790 334568 117378 12807502 17511412 X RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. IS DEDICATED TO EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED AS A RESULT OF THEIR CHILD'S ILLNESS OR INJURY. WE PROVIDE A HOME-AWAY-FROM-HOME AND CARING OUTREACH INITIATIVES. 0 0 1163119 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES A HOME AWAY FROM HOME AND CARING OUTREACH INITIATIVES. SINCE 1984, MORE THAN 33,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE HOME. LAST YEAR, WE SERVED NEARLY 1,020 FAMILIES.WHILE OVER TWO-THIRDS OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES (INCLUDING CALIFORNIA, TENNESSEE, MICHIGAN, ALABAMA AND IOWA) TO SEEK THE LIFE-GIVING MEDICAL CARE AT WORLD-RENOWN, CHILDREN'S HOSPITAL OF WISCONSIN. WE ARE OPEN 365 DAYS OF THE YEAR AND HAVE BEEN AT FULL OCCUPANCY WITH OUR 38 GUEST ROOMS FILLED - OFTEN WITH A WAIT LIST OF ANYWHERE FROM 5 TO 20 FAMILIES EACH DAY. LAST YEAR, WE HAD TO TURN 806 FAMILIES AWAY. ON AVERAGE, OUR FAMILIES STAY WITH US FOR ABOUT 11 DAYS; HOWEVER MANY FAMILIES STAYED FOR LONGER THAN 30 DAYS AND MANY STAYED FOR SEVERAL MONTHS. THE REASONS THAT FAMILIES STAY WITH US ARE AS UNIQUE AS EACH CHILD AND, THEY CAN STAY FOR AS LONG AS THEY NEED. WE SUGGEST A DONATION OF $10 A NIGHT FROM OUR FAMILIES, BUT IN REALITY, THE COST IS MORE THAN $100 PER NIGHT. LAST YEAR, ONLY 41% OF OUR FAMILIES WERE ABLE TO CONTRIBUTE THE SUGGESTED $10 A NIGHT, HOWEVER, NO ONE IS EVER TURNED AWAY FOR THEIR INABILITY TO PAY. THE MAJORITY OF OUR SUPPORT COMES FROM PRIVATE FUNDING THROUGH SPECIAL EVENTS AND DONORS. ALTHOUGH THE MCDONALD'S CORPORATION DOES NOT PROVIDE DIRECT FINANCIAL SUPPORT, THE MCDONALD'S OWNER/OPERATORS AND CUSTOMERS IN SOUTHEASTERN AND NORTHEASTERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN GENEROUSLY PROVIDE SUPPORT THROUGH VARIOUS FUNDRAISING ACTIVITIES INCLUDING DONATION BOXES AT THEIR RESTAURANTS. LAST YEAR, THESE IMPORTANT EFFORTS CONTRIBUTED TO ABOUT 21 PERCENT OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF 500 VOLUNTEERS AGES 16 TO 96. EVERY SINGLE DAY, OUR VOLUNTEERS HELP KEEP THE HOUSE RUNNING SMOOTHLY AND EFFICIENTLY THROUGH A HOST OF RESPONSIBILITIES INCLUDING ORIENTING OUR FAMILIES WHEN THEY CHECK IN AND CLEANING THE ROOMS AFTER THEY CHECK-OUT, DRIVING THE SHUTTLE VAN TO AND FROM THE HOSPITAL, REPAIRING SMALL MAINTENANCE PROJECTS AND SHARING OUR STORY IN THE COMMUNITY. WE WOULD NOT BE ABLE TO KEEP OUR DOORS OPEN WITHOUT OUR CARING AND LOVING VOLUNTEERS.THE RONALD MCDONALD HOUSE OFFERS MORE THAN A PLACE TO STAY. PARENTS AND CHILDREN FIND A WARM AND LOVING ENVIRONMENT WITH MANY PROGRAMS AND INITIATIVES TO SUPPORT THEM DURING A VERY STRESSFUL TIME IN THEIR LIVES. IN ADDITION TO COMFORTABLE ROOMS, WE HAVE A COMPUTER LAB, LAUNDRY FACILITIES, PLAY AREAS AND A CHAPEL. WE ARE ALSO PROUD OF OUR PROGRAMS AND A FEW HIGHLIGHTS FROM LAST YEAR INCLUDE: FAMILY DINNER PROGRAM - EACH NIGHT, AREA ORGANIZATIONS, BUSINESSES, CHURCHES, AND FAMILY GROUPS SERVE HOME-COOKED MEALS TO OUR FAMILIES. LAST YEAR, 445 MEALS WERE PROVIDED INCLUDING DINNERS, WEEKEND BRUNCHES, AND LUNCHES-TO-GO. THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. ART THERAPY - OUR ART THERAPIST USES A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. SHE PROVIDES SUPPORT AND A SAFE PLACE TO EXAMINE THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS, ACCIDENT OR CATASTROPHE AND THE WAY IT AFFECTS THE CHILD AS WELL AS THE FAMILY USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION. THE RESULTS HAVE BEEN INSPIRING. OUR FAMILIES HAVE OPENED UP THEIR HEARTS, EXPLORED THEIR FEARS AND SADNESS AND ALLOWED THEIR EMOTIONAL NEEDS TO BE HEARD WHILE REBUILDING A SENSE OF WELL-BEING AND HOPE. DOG THERAPY - THIS PROGRAM PROVIDES THE OPPORTUNITY TO HEAL THROUGH ANIMAL ASSISTED THERAPY. IT PROMOTES SOCIAL AND EMOTIONAL SUPPORT PROVIDED BY SPECIALLY TRAINED PROFESSIONALS, BOTH DOGS AND THEIR HANDLERS AS THEY VISIT THE RONALD MCDONALD HOUSE ABOUT TWICE A WEEK. SECRET GARDEN - BEHIND THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATERFALL AND TEEPEES FOR OUR FAMILIES TO FIND SOLACE AND FRESH AIR. LAST YEAR, A PATIO WAS ADDED NEXT TO THE PLAYGROUND FOR MORE FAMILY ENJOYMENT. THE GARDEN IS MAINTAINED AND CARED FOR BY 18 VOLUNTEER MASTER GARDENERS WHO PLANT, PRUNE, WEED, AND SWEEP ON A DAILY BASIS TO KEEP IT PRISTINE AND BEAUTIFUL.ABOVE ALL, THE RONALD MCDONALD HOUSE OFFERS THE EMOTIONAL SUPPORT AND COMMON FRIENDSHIP OF OTHER FAMILIES IN VERY SIMILAR SITUATIONS OF HAVING AN ILL OR INJURED CHILD IN THE HOSPITAL. 60000 SCHOLARSHIPS - THE RMHC NATIONAL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE GRADUATING HIGH SCHOOL SENIORS WHO FACE LIMITED ACCESS TO EDUCATIONAL AND CAREER OPPORTUNITIES. STUDENTS ARE SELECTED AND AWARDS ARE DISTRIBUTED BASED ON DEMONSTRATED ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND COMMUNITY INVOLVEMENT. THE RMHC NATIONAL SCHOLARSHIP PROGRAM IS COMPRISED OF 4 INDIVIDUAL SCHOLARSHIP PROGRAMS INCLUDING: RMHC/ASIA, RMHC/AFRICAN AMERICAN FUTURE ACHIEVERS, RMHC/HACER (HISPANIC AMERICAN COMMITMENT TO EDUCATIONAL RESOURCES), AND RMHC SCHOLARS.IN 2011, THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS. FUNDS FOR THE SCHOLARSHIP CAME DIRECTLY FROM THE MILWAUKEE MCDONALD'S CO-OP AND A PORTION OF THOSE FUNDS WERE MATCHED BY RONALD MCDONALD HOUSE CHARITIES, INC. IN OAK BROOK, IL. NO FUNDS RAISED BY THE RONALD MCDONALD HOUSE CHARITIES ARE USED FOR THESE SCHOLARSHIPS. 30152 30152 GRANTS - THE PAST FEW YEARS, RMHC PROVIDED ONE GRANT THAT MADE A DIFFERENCE IN THE LIVES OF THE FAMILIES THAT STAYED AT OUR RMH. A GRANT WAS AWARDED TO CHILDREN'S HOSPITAL OF WISCONSIN SUPPORTING A COMPREHENSIVE ART THERPY PROGRAM TO BENEFIT BOTH RONALD MCDONALD HOUSE AND CHILDREN HOSPITAL FAMILIES. OUR ART THERAPY PROGRAM HELPS FAMILIES IN TIMES OF CRISIS BY EXAMINING THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS THROUGH ART. THE ART THERAPIST, USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION, GUIDES FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. WHEN A GRANT IS AWARDED, THE GRANTEE IS GIVEN A FINAL REPORTING DOCUMENT THAT IS DUE TO THE RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN 18 MONTHS AFTER THE GRANT IS GIVEN WITH FULL ACCOUNTABILITY FOR FUNDS EXPENDED. THE GRANTEE ALSO PROVIDES US WITH A MONTHLY REPORT. 1253271 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 26 0 26 1 0 0 0 0 0 1 1 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI MI X ANN PETRIE 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DENNIS W BUCHAN 1.00 X 0 0 0 MARSHALL CHAY 1.00 X 0 0 0 CHRISTOPHER DANIELS 1.00 X 0 0 0 ROBERT B DYBLE 2.00 X X 0 0 0 DEREK GILLIAM 1.00 X 0 0 0 DR MICHAEL F GUTZEIT 1.00 X 0 0 0 ROBERT KRAMER 1.00 X 0 0 0 MAUREEN MANNING 1.00 X 0 0 0 MARY KAY MARK 1.00 X 0 0 0 CARRIE M MEGAL 1.00 X 0 0 0 BOB MONDAY 10.00 X X 0 0 0 JAMES PATTERSON 1.00 X 0 0 0 ANN PETRIE 2.00 X X 0 0 0 DAVID A RAUSE 1.00 X 0 0 0 DANIEL P SCHWABE 3.00 X 0 0 0 MARK SHIP 1.00 X 0 0 0 JEFFREY M STEREN 1.00 X 0 0 0 BERNARD J WESTFAHL 1.00 X 0 0 0 NOEL WILLIAMS 1.00 X 0 0 0 RON WISNIEWSKI 1.00 X 0 0 0 ANNA ZECK 1.00 X 0 0 0 LYNDA KOHLER 45.00 X 103600 0 4898 MARLENE BRUNO 2.00 X 43970 0 19795 147570 0 24693 1 0 0 0 0 24104 144260 6351263 1875409 6519627 209080 209080 5029351 4920128 33382 109223 -33382 75841 75841 414132 144260 159569 254563 254563 7059111 0 0 539484 30152 30152 60000 60000 172263 60292 51679 60292 439751 228671 52770 158310 7493 2001 462 5030 46758 24314 5611 16833 17815 17815 196487 196487 9111 7289 911 911 110961 99865 11096 954 95 239 620 10400 8320 1040 1040 131057 131057 220353 198318 22035 109116 106116 3000 HOUSE MAINTENANCE 193848 174423 19425 SUPPLIES 72241 57793 7224 7224 PUBLIC RELATIONS 22227 16670 5557 TELEPHONE 18308 14646 1831 1831 69308 33249 2228 33831 1938603 1253271 197366 487966 752064 809082 10000 2401214 2245195 4209 8619 24146 7779167 2510067 5322385 5269100 7049002 6875844 13142070 17628790 126819 117378 207749 0 334568 117378 X 11436782 11886149 102771 4357314 1267949 1267949 12807502 17511412 13142070 17628790 X 5120508 -416598 X X 0 1 1 X 0 X 1106005 2036704 1641522 2456960 4664612 11905803 1106005 2036704 1641522 2456960 4664612 11905803 730901 11174902 145229 172873 141664 145268 209080 814114 683452 949677 238090 199702 414132 2485053 15204970 0.73500 0.68480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2602771 4254543 78049 78049 6857314 2500630 102141 53932 53932 2602771 2500000 630 65241 65241 2500630 0.18000 0.18500 0.63500 0 0 6136805 1623423 4513382 1464355 854478 609877 178007 32166 145841 5269100 BOND MUTUAL FUNDS 2855997 F STOCK MUTUAL FUNDS 3249801 F REAL ESTATE MUTUAL FUNDS 202276 F COMMODITIES MUTUAL FUNDS 567770 F 6875844 7059111 1938603 5120508 -416598 -416598 4703910 6789469 -416598 2795 -413803 7203272 -144161 -144161 7059111 2085559 2795 275218 278013 1807546 131057 131057 1938603 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE TEMPORARY RESTRICTED FUNDS WILL BE USED FOR OUR FUTURE EXPANSION AS DESIGNATED BY THE DONORS. THE FUNDS THAT WERE PERMANENTLY RESTRICTED BY THE DONORS WILL BE KEPT IN PRINCIPAL AND ONLY THE INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. THE BOARD OF DIRECTORS HAS APPROVED A MINIMUM BALANCE FOR INVESTMENTS, SO THIS AMOUNT WILL ALSO BE KEPT IN PRINCIPAL AND ONLY INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2011. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 0 PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -159,569 MERCHANDISE EXPENSE 0 CANISTER CONTRIBUTIONS PAID TO AFFILIATES -131,057 CANISTER EXPENSES NETTED WITH CONTRIBUTION REVENUE -82,267 LOSS ON SALE OF FIXED ASSETS -33,382 TOTAL -144,161 PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 159,569 MERCHANDISE EXPENSE 0 CANISTER EXPENSES NETED WITH CONTRIBUTION REVENUE 82,267 LOSS ON SALE OF FIXED ASSETS 33,382 TOTAL 275,218 PART XIII, LINE 4B - OTHER ADJUSTMENTS PAYMENTS TO AFFILIATES 131,057 X X X X X 1 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILINGS 0 93142 89688 3454 ABBEY GROUP 201 MAIN STREET 300 RAPID CITY SD 57701 CAPITAL CAMPAIGN CONSULTING 0 0 106800 -106800 93142 196488 -103346 BLACK TIE GALA 263230 122200 141030 73534 HOLIDAY LUNCH/BOUTIQUE 78681 13460 65221 40776 4 210346 8600 201746 201746 552257 144260 407997 316056 316056 91941 1 CHILDREN'S HOSPITAL OF WISCONSIN-ART THERAPY POBOX 1997 MILWAUKEE WI 53201 391500075 501(C)3 30152 RECEIVE ART THERAPY AT RMHC & AT CHILDREN'S HOSPITAL DURING THEIR CHILD'S ILLNESS COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS 30 60000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A GRANT COMMITTE PRESENTS THE INFORMATION TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE A GRANT IS AWARDED, THE GRANTEE IS GIVEN A FINAL REPORTING DOCUMENT THAT IS DUE TO RMHC 18 MONTHS AFTER THE GRANT IS GIVEN WITH FULL ACCOUNTABILITY FOR FUNDS EXPENDED. THE GRANTEE ALSO PROVIDES RMHC US A MONTHLY REPORT. THE RONALD MCDONALD HOUSE CHARITIES NATIONAL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE GRADUATING HIGH SCHOOL SENIORS WHO FACE LIMITED ACCESS TO EDUCATIONAL AND CAREER OPPORTUNITIES. STUDENTS WERE SELECTED AND AWARDS DISTRIBUTED BASED ON DEMONSTRATED ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND COMMUNITY INVOLVEMENT. A SELECTION COMMITTEE, MADE UP OF MCDONALD'S FRANCHISEES AND RMHC STAFF, MADE THE FINAL SELECTIONS. FUNDS FOR THE SCHOLARSHIP AWARDS CAME DIRECTLY FROM THE MCDONALD'S FRANCHISES AND A PORTION OF THOSE FUNDS WERE MATCHED BY RONALD MCDONALD HOUSE CHARITIES, INC. IN OAK BROOK, ILLINOIS. (NO FUNDS RAISED BY THE RONALD MCDONALD HOUSE OF EASTERN WISCONSIN, INC. ARE USED FOR THESE SCHOLARSHIPS.) THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS TO THE COLLEGE OF THEIR CHOICE IN 2011. X 6 1856880 FAIR MARKET VALUE X DONATED BEV'S 30 17952 FAIR MARKET VALUE X FIRE EXTINGUISHERS 1 577 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND MAKES IT AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE NEW CONFLICT OF INTEREST POLICY FORMS ANNUALLY AND INFORM MANAGEMENT OF ANY CHANGES THROUGHOUT THE YEAR. AS MATTERS ARE BEING DISCUSSED AT BOARD MEETINGS, THE BOARD IDENTIFIES ANY CONFLICTS. PERSONS IDENTIFIED AS HAVING CONFLICTS OF INTEREST ABSTAIN FROM VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE CONSULTS EXTERNAL COMPENSATION DATA TO DETERMINE COMPENSATION FOR THE PRESIDENT AND OTHER MANAGMENT POSITIONS. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE HUMAN RESOURCES AND EXECUTIVE COMMITTES OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -416,598. AUDITED FINANCIAL STATEMENT OVERVIEW FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND THERE HAS NOT BEEN A CHANGE IN PROCEDURE SINCE THE PRIOR YEAR.