CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC (EIN 39-1500075)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201123149349300337
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T09:51:13-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391500075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| 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 | MARC CADIEUX | Name |
| Title | CFO | Title |
| Phone | 4142665420 | Phone |
| Date Signed | 2011-10-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN L PAUTSCH CPA | Name |
| Phone | 2627549400 | Phone |
| Date Prepared | 2011-10-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES MILLER | 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 | 129107628 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | SECURE FINANCIAL SUPPORT FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM AND ITS TAX EXEMPT AFFILIATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 788 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18200957 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19029223 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3495976 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14261575 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -203500 | OtherRevenuePriorYear |
| Other Revenue Current Year | -9029 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21493433 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33281769 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19206575 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10043995 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3853152 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3712866 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 149878 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 90747 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3035925 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1518267 | OtherExpensePriorYear |
| Other Expenses Current Year | 2023214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24727872 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15870822 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3234439 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17410947 | RevenuesLessExpensesCY |
| Total Assets BOY | 366502791 | TotalAssetsBOY |
| Total Assets EOY | 414801758 | TotalAssetsEOY |
| Total Liabilities BOY | 30184361 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26248566 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 336318430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 388553192 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION, INC. IS A 501(C)(3) ORGANIZATION THAT EXISTS TO FUNDRAISE FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. AND ITS NOT-FOR-PROFIT AFFILIATES INCLUDING CHILDREN'S HOSPITAL OF WISCONSIN, INC., CHILDREN'S MEDICAL GROUP, INC., AND CHILDREN'S SERVICE SOCIETY OF WISCONSIN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3170530 | Expense |
| Grants | 3170530 | Grants |
| Description | IN COLLABORATION WITH CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("CHW" OR "THE HOSPITAL") AND ITS AFFILIATES, CHILDREN'S HOSPITAL AND HEALTH SYSTEM FOUNDATION, INC. ("CHHSF" OR "THE FOUNDATION") RAISES FUNDS TO SUPPORT FREE OR BELOW-COST COMMUNITY PROGRAMS SUCH AS HEALTH EDUCATION, CHILD ABUSE PREVENTION, PARENTING EDUCATION AND INJURY PREVENTION PROGRAMS. FUNDING ALSO SUPPORTS SCHOOL BASED HEALTH CENTERS IN MILWAUKEE SCHOOLS AND SUPPORTS SOCIAL SERVICES PROVIDED TO WISCONSIN CHILDREN AND FAMILIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2017500 | Expense |
| Grants | 2017500 | Grants |
| Description | THE FOUNDATION PROVIDES RESOURCES ESSENTIAL TO SUPPORT THE OPERATIONS OF CHW. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1737894 | Expense |
| Grants | 1737894 | Grants |
| Description | IN COLLABORATION WITH CHW AND ITS AFFILIATES, THE FOUNDATION RAISES FUNDS TO SUPPORT INNOVATIVE NEW BIOMEDICAL, CLINICAL AND TRANSLATIONAL RESEARCH. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3118071 | Expense |
| Grants | 3118071 | Grants |
| Description | PHILANTHROPIC SUPPORT RECEIVED BY THE FOUNDATION SUPPORTS CAPITAL EXPENDITURES SUCH AS FACILITIES EXPANSION, RENOVATION AND EQUIPMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3118071 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 3118071 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 10043995 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 3 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | 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 (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| THOMAS E ARENBERG | ||||||||
| DIRECTOR/VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| ELLIS D AVNER MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MORRY BIRNBAUM | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KELLY J CLEARY-REBHOLZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS J ENDERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARC H GORELICK MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT R HAAG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID P HAMACHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY M HOSMER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TED D KELLNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BERNARD S KUBALE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN D LUBOTSKY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KARIM J MACLEOD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KIM M MAROTTA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FRANK R MARTIRE JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN S MCGREGOR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN M NOEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN M PALEC | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LARRY J POLACHECK MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LARRY A RAMBO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TODD M REARDON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY ANN RENZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GREG W RENZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAY O ROTHMAN | ||||||||
| DIRECTOR/CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MARY ELLEN B STANEK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN W STEINER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CURT B TRAU | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES S TWEDDELL MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA L VAN KAMPEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARGARET TROY | ||||||||
| DIRECTOR/CHHS PRESIDENT & CEO | 40.00 | X | 0 | 997755 | 247005 | |||
| JAMES MILLER | ||||||||
| DIRECTOR/PRESIDENT & CEO | 40.00 | X | X | 0 | 412872 | 58996 | ||
| PATRICIA ALLISON | ||||||||
| VP CAMPAIGN DEVELOPMENT | 40.00 | X | 0 | 168890 | 49380 | |||
| TIMOTHY L BIRKENSTOCK | ||||||||
| TREASURER | 40.00 | X | 0 | 596957 | 81491 | |||
| SHEILA REYNOLDS | ||||||||
| SECRETARY | 40.00 | X | 0 | 353276 | 64317 | |||
| MARTIN VOGEL | ||||||||
| VP PRINCIPAL GIFTS | 40.00 | X | 0 | 201375 | 57847 | |||
| JEFFREY STEWART | ||||||||
| COO FOUNDATION | 40.00 | X | 157873 | 0 | 28880 | |||
| KELLY SACHSE | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | 138122 | 0 | 26429 | X | |||
| JON E VICE | ||||||||
| FORMER PRESIDENT | 0.00 | 0 | 5795708 | 39648 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 295995 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 8526833 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 653993 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 |
|---|---|---|---|---|---|
| CHILDREN'S MIRACLE NETWORK | |||||
| 4525 SOUTH 2300 EAST | SALT LAKE CITY | UT | 84117 | HOSPITAL AWARENESS NETWORK | 198514 |
| M&I BANK | |||||
| 111 EAST KILBOURN AVENUE SUITE 200 | MILWAUKEE | WI | 53202 | INVESTMENT FEES | 192379 |
| HEARTLAND ADVISORS | |||||
| 789 NORTH WATER STREET SUITE 500 | MILWAUKEE | WI | 53202 | INVESTMENT FEES | 177578 |
| LAKEFRONT COMMUNICATIONS LLC | |||||
| PO BOX 78755 | MILWAUKEE | WI | 532780755 | AIRTIME/RADIOTHON | 154697 |
| FIDUCIARY MANAGEMENT INC (FMI) | |||||
| 100 EAST WISCONSIN AVENUE SUITE 22 | MILWAUKEE | WI | 53202 | INVESTMENT FEES | 151402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 347548 | FederatedCampaigns |
| Fundraising Events | 3145653 | FundraisingEvents |
| All Other Contributions | 15536022 | AllOtherContributions |
| Noncash Contributions | 377666 | NoncashContributions |
| Total Contributions | 19029223 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8169203 | TotalRevenueColumn |
| Exclusion | $8,169,203 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 101175156 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95082784 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6092372 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6092372 | TotalRevenueColumn |
| Exclusion | $6,092,372 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 719061 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3145653 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 742085 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23024 | TotalRevenueColumn |
| Exclusion | -$23,024 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 14985 | GrossIncomeGaming |
| Gaming Direct Expenses | 990 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13995 | TotalRevenueColumn |
| Exclusion | $13,995 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33281769 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $14,252,546 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10043995 | Total |
| Program Services | 10043995 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351303 | Total |
| Management And General | 186753 | ManagementAndGeneral |
| Fundraising | 164550 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2640733 | Total |
| Management And General | 923545 | ManagementAndGeneral |
| Fundraising | 1717188 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105273 | Total |
| Management And General | 36329 | ManagementAndGeneral |
| Fundraising | 68944 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431618 | Total |
| Management And General | 149586 | ManagementAndGeneral |
| Fundraising | 282032 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183939 | Total |
| Management And General | 56261 | ManagementAndGeneral |
| Fundraising | 127678 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673000 | Total |
| Management And General | 673000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210 | Total |
| Fundraising | 210 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90747 | Total |
| Fundraising | 90747 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 480282 | Total |
| Management And General | 480282 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42237 | Total |
| Fundraising | 42237 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11055 | Total |
| Fundraising | 11055 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23562 | Total |
| Management And General | 16593 | ManagementAndGeneral |
| Fundraising | 6969 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94678 | Total |
| Management And General | 94644 | ManagementAndGeneral |
| Fundraising | 34 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28035 | Total |
| Management And General | 9501 | ManagementAndGeneral |
| Fundraising | 18534 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56135 | Total |
| Management And General | 5690 | ManagementAndGeneral |
| Fundraising | 50445 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4405 | Total |
| Management And General | 603 | ManagementAndGeneral |
| Fundraising | 3802 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35976 | Total |
| Management And General | 35976 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19719 | Total |
| Fundraising | 19719 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| PURCHASED SERVICES | 322941 | 49698 | 273243 |
| DUES,POSTAGE,DONOR REL | 118858 | 45713 | 73145 |
| PRINTING & PUBLICATION | 75630 | 26728 | 48902 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36491 | Total |
| Fundraising | 36491 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15870822 | Total |
| Program Services | 10043995 | ProgramServices |
| Management And General | 2790902 | ManagementAndGeneral |
| Fundraising | 3035925 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2083387 | BOY |
| EOY | 2025785 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17973382 | BOY |
| EOY | 16847770 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242113 | BOY |
| EOY | 255697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 251546 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 167670 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95584 | BOY |
| EOY | 83876 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344246679 | BOY |
| EOY | 392708622 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1861646 | BOY |
| EOY | 2880008 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366502791 | BOY |
| EOY | 414801758 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 865274 | BOY |
| EOY | 899914 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29319087 | BOY |
| EOY | 25348652 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30184361 | BOY |
| EOY | 26248566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198862640 | BOY |
| EOY | 232411896 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36445913 | BOY |
| EOY | 40628553 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101009877 | BOY |
| EOY | 115512743 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336318430 | BOY |
| EOY | 388553192 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366502791 | BOY |
| EOY | 414801758 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 17410947 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 34823815 | 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 | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20337024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25191173 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25297386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18200957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19029223 | CurrentTaxYear |
| Total | 108055763 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20337024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25191173 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25297386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18200957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19029223 | CurrentTaxYear |
| Total | 108055763 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11865591 | AmountsSubstContributorsTotal |
| Public Support Total170 | 96190172 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15585449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19525055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10393359 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9198668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8169203 | CurrentTaxYear |
| Total | 62871734 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 170927497 | TotalSupport |
| Gross Receipts From Admissions Etc | 5270292 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54870 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 310455790 | BeginningOfYearBalance |
| Contributions | 15473320 | Contributions |
| Investment Earnings Or Losses | 14110135 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10043995 | GrantsOrScholarships |
| Administrative Expenses | 853953 | AdministrativeExpenses |
| End Of Year Balance | 329141297 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 254107258 | BeginningOfYearBalance |
| Contributions | 14374062 | Contributions |
| Investment Earnings Or Losses | 50354147 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8379677 | GrantsOrScholarships |
| End Of Year Balance | 310455790 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 304292256 | BeginningOfYearBalance |
| Contributions | 22231792 | Contributions |
| Investment Earnings Or Losses | -55658236 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 16758554 | GrantsOrScholarships |
| End Of Year Balance | 254107258 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.52600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251546 | OtherCostOrOtherBasis |
| Depreciation | 167670 | Depreciation |
| Book Value | 83876 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83876 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLE TO AFFILIATES | Description |
| Amount | $25,348,652 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 25348652 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | CHHSF HOLDS ENDOWMENT FUNDS ON BEHALF OF CHHS AND ITS AFFILIATES. INTENDED USES OF THE FUNDS INCLUDE VARIOUS HEALTH-RELATED SERVICES, EDUCATION, CAPITAL PROJECTS, RESEARCH, AND SOCIAL SERVICES TO CHILDREN AND FAMILIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 2010 OR 2009. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VITAL DATA MANAGEMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 591 NORTH AVENUE | AddressLine1 |
| City | WAKEFIELD | City |
| State | MA | State |
| ZIP Code | 01880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 150678 | GrossReceipts |
| Amount Retained By Contractor | 90747 | AmountRetainedByContractor |
| Net To Organization | 59931 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 150678 | TotalGrossReceipts |
| Total Retained By Contractors | 90747 | TotalRetainedByContractors |
| Total Net To Organization | 59931 | TotalNetToOrganization |
| Licensed States | WI | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | MN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AL'S RUN AND WALK | NameOfEvent1 |
| Gross Receipts Event1 | 1053184 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 660115 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 393069 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 30582 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 22335 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1400 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 243071 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MIRACLE MARATHON | NameOfEvent2 |
| Gross Receipts Event2 | 1564755 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1458594 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 106161 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 41828 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 145 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 125140 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 12 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1246775 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1026944 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 219831 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 33187 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 18162 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 43614 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 5350 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 177271 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3864714 | GrossReceiptsTotal |
| Charitable Contributions Total | 3145653 | CharitableContributionsTotal |
| Gross Revenue Total Events | 719061 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 105597 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 40642 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 45014 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5350 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 545482 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 742085 | DirectExpenseSummaryEvents |
| Net Income Summary | -23024 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 14985 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 990 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 14985 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 990 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 990 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 13995 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | ELISABETH THOMSEN SPECIAL EVENTS M | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | ELISABETH THOMSEN SPECIAL EVENTS M | GamingManagerNamePerson |
| Gaming Manager Compensation | 51979 | GamingManagerCompensation |
| Gaming Manager Services Provided | RESPONSIBILITIES AS SPECIAL EVENTS MANAGER INCLUDE OVERSIGHT OF ALL ASPECTS OF FUNDRAISING EVENTS, INCLUDING RAFFLES. HER PERCENTAGE OF TIME SPENT COORDINATING RAFFLES IS ABOUT 4%. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN III, CUSTODY/CONTROL OF CONTRIBUTIONS: | ReturnReference |
| Explanation | VITAL DATA MANAGEMENT, INC. DOES NOT ACCEPT OR PROCESS DONATIONS ON BEHALF OF CHHSF. ALL CONTRIBUTIONS ARE DIRECTED TO AND RECEIVED BY CHHSF. DURING 2010, THE ORGANIZATION PAID VITAL DATA MANAGEMENT, INC. $90,747 FOR SERVICES AND $6,400 FOR DIRECT EXPENSES, FOR A TOTAL OF $97,147. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF WISCONSIN INC | ||||||||
| 9000 W WISCONSIN AVENUE PO BOX 1997 | 1997 | MILWAUKEE | WI | 53201 | 390812532 | 501(C)(3) | 5127017 | OPERATION & CAPITAL SUPPORT |
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | ||||||||
| 9000 W WISCONSIN AVENUE PO BOX 1997 | 1997 | MILWAUKEE | WI | 53201 | 391500074 | 501(C)(3) | 3125977 | MEDICAL RESEARCH & CHILD ABUSE PREVENTION |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | ||||||||
| 9000 W WISCONSIN AVENUE PO BOX 1997 | 1997 | MILWAUKEE | WI | 53201 | 390806380 | 501(C)(3) | 1756001 | CHILD & FAMILY SOCIAL SERVICES |
| CHILDREN'S MEDICAL GROUP INC | ||||||||
| 9000 W WISCONSIN AVENUE PO BOX 1997 | 1997 | MILWAUKEE | WI | 53201 | 391789197 | 501(C)(3) | 35000 | SCHOOL-BASED CLINICS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
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: IN COLLABORATION WITH CHW, CHHSF AWARDS GRANTS TO ITS TAX-EXEMPT AFFILIATES. GRANTS ARE AWARDED BASED ON THE STRATEGIC INITIATIVES OF THE HEALTH SYSTEM, THE NEEDS OF THE AFFILIATES, AND ANY PURPOSE RESTRICTIONS SET BY THE DONORS. THE NEEDS OF THE AFFILIATES ARE EVALUATED IN THE ANNUAL BUDGET PROCESS. FINAL BUDGETS REQUIRE APPROVAL FROM MANAGEMENT, THE ENTITY'S BOARD OF DIRECTORS AND THE CHHS BOARD OF DIRECTORS AND SENIOR MANAGEMENT. IN ADDITION, THE OPERATIONS OF ALL AFFILIATES ARE SUBJECT TO SYSTEM CONTROLS, POLICIES AND PROCEDURES, AND ARE REFLECTED IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF CHHS AND ITS AFFILIATES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (9 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 | |||||||||||||
| 0 | 696337 | 0 | 238920 | 0 | 62498 | 0 | 213436 | 0 | 33569 | 0 | 1244760 | 0 | 0 |
| JAMES MILLER | |||||||||||||
| 0 | 308562 | 0 | 64000 | 0 | 40310 | 0 | 32760 | 0 | 26236 | 0 | 471868 | 0 | 0 |
| PATRICIA ALLISON | |||||||||||||
| 0 | 130907 | 0 | 0 | 0 | 37983 | 0 | 20693 | 0 | 28687 | 0 | 218270 | 0 | 0 |
| TIMOTHY L BIRKENSTOCK | |||||||||||||
| 0 | 413954 | 0 | 124887 | 0 | 58116 | 0 | 52773 | 0 | 28718 | 0 | 678448 | 0 | 20063 |
| SHEILA REYNOLDS | |||||||||||||
| 0 | 234291 | 0 | 80785 | 0 | 38200 | 0 | 35168 | 0 | 29149 | 0 | 417593 | 0 | 9703 |
| MARTIN VOGEL | |||||||||||||
| 0 | 190761 | 0 | 0 | 0 | 10614 | 0 | 29485 | 0 | 28362 | 0 | 259222 | 0 | 0 |
| JEFFREY STEWART | |||||||||||||
| 148590 | 0 | 0 | 0 | 9283 | 0 | 8057 | 0 | 20823 | 0 | 186753 | 0 | 0 | 0 |
| KELLY SACHSE | |||||||||||||
| 137483 | 0 | 0 | 0 | 639 | 0 | 9811 | 0 | 16618 | 0 | 164551 | 0 | 0 | 0 |
| JON E VICE | |||||||||||||
| 0 | 647628 | 0 | 0 | 0 | 5148080 | 0 | 0 | 0 | 39648 | 0 | 5835356 | 0 | 4895003 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | THE ORGANIZATION CONTINUED ITS PAST PRACTICE OF PAYING DUES FOR AN EXECUTIVE AT A LOCAL SOCIAL CLUB. BASED UPON PAST DISCUSSIONS WITH THE IRS REGARDING THE TAXABILITY OF SUCH AMOUNTS TO THE EXECUTIVE, THE ORGANIZATION'S PRACTICE IS TO TREAT THE ENTIRE AMOUNT OF THE DUES AND THE CORRESPONDING TAX GROSS-UP PAYMENT AS TAXABLE INCOME. SUCH AMOUNTS, INCLUDING THE ANNUAL GROSS-UP, WERE PRESENTED TO THE COMPENSATION COMMITTEE OF THE ORGANIZATION'S SOLE CORPORATE MEMBER AS PART OF THE OVERALL COMPENSATION PACKAGE FOR THE EXECUTIVE. EFFECTIVE JANUARY 1, 2011, THE ORGANIZATION HAS ELIMINATED PAYMENT OF DUES FOR ALL OF THE MEMBERSHIPS (AND THE CORRESPONDING TAX GROSS-UPS). | |
| PART I, LINE 1B | THE ORGANIZATION HAS WRITTEN POLICIES AND PROCEDURES RELATED TO SUBSTANTIATION FOR REIMBURSEMENT OF ALL EXPENSES. THE SOCIAL CLUB DUES WERE SUBJECT TO, AND PAID IN COMPLIANCE WITH, THE WRITTEN POLICIES AND PROCEDURES; BOTH THE DUES AND THE RELATED TAX GROSS-UPS WERE INCLUDED IN AMOUNTS PRESENTED TO THE COMPENSATION COMMITTEE. | |
| PART I, LINES 4A-B | UNTIL JANUARY 2009, JON VICE SERVED AS PRESIDENT/CEO OF CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. ("CHHS"), WHICH IS THE CORPORATE MEMBER OF THE FOUNDATION. BY VIRTUE OF THAT ROLE, MR. VICE ALSO PERIODICALLY SERVED AS A DIRECTOR AND/OR OFFICER OF THE FOUNDATION. IN JANUARY 2009, MR. VICE RETIRED AFTER 30 YEARS OF SERVICE WITH CHHS AND ITS AFFILIATES. CHHS PAID CERTAIN AMOUNTS AS SEVERANCE OR EARLY RETIREMENT INCOME TO MR. VICE, WHO SERVED AS PRESIDENT/CEO THROUGH JANUARY 2009. THESE AMOUNTS WERE PAID PURSUANT TO A WRITTEN AGREEMENT ENTERED INTO IN MAY 2008. CASH PAYMENTS MADE TO MR. VICE IN 2010 TOTALED $650,638. HOWEVER, BECAUSE AMOUNTS PAYABLE UNDER THE ARRANGEMENT WERE DEEMED TO HAVE VESTED IN 2010, THE PRESENT VALUE OF PAYMENTS TO BE MADE IN FUTURE YEARS (BASED ON ACTUARIAL ESTIMATES) WAS REPORTED AS TAXABLE INCOME FOR 2010 ACCORDINGLY. PART I, LINE 4B: IN 2010, 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 2010 WERE AS FOLLOWS: P. ALLISON $11,668; T. BIRKENSTOCK $30,723; S. REYNOLDS $18,018; J. MILLER $22,960; M. VOGEL $13,610; M. TROY $50,820. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2010 WERE: T. BIRKENSTOCK $20,063; S. REYNOLDS $9,703. CHHS HAS REPORTED ADDITIONAL AMOUNTS SET ASIDE FOR A NONQUALIFIED RETIREMENT PLAN ON BEHALF OF ITS PRESIDENT AND CEO. THE AMOUNT SET ASIDE IN 2010 WAS $152,816. | |
| PART I, LINE 7 | CERTAIN EXECUTIVES OF CHHS AND ITS AFFILIATES (INCLUDING THE FOUNDATION) 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 & SCHEDULE J, PART II: SALARIES PAID BY RELATED ORGANIZATIONS 1. MARGARET TROY, DIRECTOR OF CHHSF AND PRESIDENT & CEO OF CHHS - 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 CHHS AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. SERVICES AS A MEMBER OF THE BOARD OF DIRECTORS OF CHHSF WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS. 2. JAMES MILLER, PRESIDENT AND CEO 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 CHHS. SERVICES AS A MEMBER OF THE BOARD OF DIRECTORS WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS. 3. PATRICIA ALLISON, VICE PRESIDENT OF CAMPAIGN DEVELOPMENT FOR 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 CHHS. 4. TIMOTHY L. BIRKENSTOCK, TREASURER OF CHHSF AND TREASURER & CFO OF CHHS - 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 CHHS AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. 5. SHEILA REYNOLDS, SECRETARY OF CHHSF AND CORPORATE VICE PRESIDENT & GENERAL COUNSEL OF CHHS - 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 CHHS AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. 6. 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 CHHS. 7. JON E. VICE, FORMER PRESIDENT OF CHHSF AND FORMER PRESIDENT & CEO OF CHHS - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID BY CHHS AS DESCRIBED ABOVE. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FIDUCIARY MANAGEMENT INC | |||
| DIRECTOR (KELLNER) | 151402 | MR. KELLNER IS CHAIRMAN AND CEO OF FIDUCIARY MANAGEMENT, INC. THE ORGANIZATION PAID FIDUCIARY MANAGEMENT, INC. FOR INVESTMENT SERVICES. | 0 |
| BAIRD ADVISORS | |||
| DIRECTOR (STANEK) | 114498 | MS. STANEK IS MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER FOR BAIRD ADVISORS. THE ORGANIZATION PAID BAIRD ADVISORS FOR INVESTMENT SERVICES. | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV, COLUMN B, RELATIONSHIP: | Identifier |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 159870 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION/PRIZES | 381 | 154884 | FMV |
| X | FOOD/BEVERAGES | 46 | 25613 | FMV |
| X | SUPPLIES | 2 | 2000 | FMV |
| X | RAFFLES | 23 | 3299 | FMV |
| X | OTHER | 1 | 32000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | SCHEDULE M, LINE 32B: THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: ALLEN AND ROTHMAN; AND G. RENZ AND ROTHMAN. FAMILY RELATIONSHIPS EXIST BETWEEN THE FOLLOWING BOARD MEMBERS: G. RENZ AND M.A. RENZ. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FOUNDATION WERE AMENDED IN 2010 AS PART OF A SYSTEM-WIDE RESTRUCTURING. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A SOLE CORPORATE MEMBER WHICH IS CHHS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | CHHS, THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE ORGANIZATION'S GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE CORPORATE MEMBER, CHHS, HAS CERTAIN RESERVE POWERS OVER THE CORPORATION, INCLUDING AMENDMENT OF THE ARTICLES OF INCORPORATION AND BYLAWS; APPROVAL OF MERGER, CONSOLIDATION OR THE CREATION OF ANY SUBSIDIARIES BY THE CORPORATION; APPROVAL OF THE ANNUAL BUDGET AND ANY DEBT; AND SELECTION OF THE PRESIDENT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 OF CHHSF WAS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OF CHHS AND PRIOR TO FILING, A COPY WAS MADE AVAILABLE TO ALL DIRECTORS OF CHHSF. | |
| ANNUALLY, ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE TO THE CORPORATE VICE PRESIDENT AND GENERAL COUNSEL OF CHHS. 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 12C | |
| THE COMPENSATION OF THE PRESIDENT, TREASURER, AND SECRETARY OF CHHSF WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF CHHS. 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 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 B, LINE 15 | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION OF CHHSF ARE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST TO THE CHHS PUBLIC RELATIONS DEPARTMENT. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 34,823,815. | FORM 990, PART XI, LINE 5: |
| PURSUANT TO AN AMENDED AND RESTATED MASTER TRUST INDENTURE DATED MAY 1, 2004, CHW AND CHHSF ARE MEMBERS OF AN OBLIGATED GROUP WHICH JOINTLY AND SEVERALLY GUARANTEES CERTAIN DEBT ISSUED BY A MEMBER OF THE OBLIGATED GROUP THROUGH THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PAYMENT OF SCHEDULED PRINCIPAL AND INTEREST IS SECURED BY A PLEDGE OF THE HOSPITAL'S AND FOUNDATION'S GROSS UNRESTRICTED RECEIPTS. | FORM 990, SCHEDULE R, PART V, LINE 1D |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |||||||||||
| 9000 W WISCONSIN AVE PO BOX 1997 | MILWAUKEE | WI | 53201 | 391500074 | OPERATIONAL SUPPORT SERVICES | WI | 501(C)(3) | LINE 3 | N/A | 0 | |
| 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 | 0 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |
| 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 | 0 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |
| 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 | 0 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |
| 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 | 0 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |
| 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 | 0 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | |
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 Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
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 Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | 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 | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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