2011-10-06T10:33:21-05:00 2010-12-31 ERNST & YOUNG US LLP 41 S HIGH STREET SUITE 1100 COLUMBUS OH 43215 990 2010-01-01 391546086 DEAN FOUNDATION FOR HEALTH RESEARCH AND EDUCATION INC DEAN 6088272312 2711 Allen Blvd Middleton WI 53562 SANDRA K BRUHN 2011-10-05 6142245678 2010 2016-03-07 17:11:31Z DEAN FOUNDATION Leslie H Taylor MD 2711 Allen Blvd Ste 300 Middleton WI 53562 3137016 false X www.dean.org X 1987 WI THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES, PROVIDE HEALTH EDUCATION AND PROVIDE CARE FOR THE UNDER SERVED. 11 7 44 75 0 0 505127 289921 2641397 2540673 -66233 44363 27385 -334 3107676 2874623 10250 0 0 0 2133999 2213507 0 0 95464 963784 916664 3108033 3130171 -357 -255548 2277717 2029650 970378 792128 1307339 1237522 THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES, PROVIDE HEALTH EDUCATION AND PROVIDE CARE FOR THE UNDER SERVED. false false 1251924 1204620 ACTIVE CONDUCT OF MEDICAL RESEARCH TO INCLUDE STUDIES TO DISCOVER OR VERIFY KNOWLEDGE RELATED TO THE CAUSES, DIAGNOSIS, TREATMENT AND/OR PREVENTION OR CONTROL OF PHYSICAL OR MENTAL DISEASES. THERE WERE OVER 4,000 VISITS IN 2010. 1026202 1280693 TO PROVIDE RESEARCH, TREATMENT, INFORMATION AND EDUCATION ON A VARIETY OF PSYCHIATRIC DISEASES AND THEIR TREATMENT. THERE WERE OVER 10,000 VISITS IN 2010. 266997 55360 PUBLIC SERVICE/EDUCATION - TO ORGANIZE OR SPONSOR SEMINARS OR OTHER EDUCATIONAL ACTIVITIES OPEN TO THE PUBLIC INCLUDING INFORMATION, PROGRAMS AND TRAINING ON PASSENGER SAFETY. TO PROVIDE CHARITABLE SERVICES WHERE THEY ARE NEEDED IN THE COMMUNITY, SPECIFICALLY: FREE SPECIALIST CARE AND ASTHMA EDUCATION TO THE UNINSURED OR UNDER INSURED. OVER 3,000 PEOPLE ATTENDED AT LEAST ONE OF THESE PROGRAMS IN 2010. 2545122 true true false false false false false false true true false false false true false false false false false false false false false true false false false false true false false false false false false false false false true false false false true false false false false true 65 0 true 44 true false false false false false true true false false false false X 11 7 false false false false true true false true true false false true true true true true true true true false WI X KARA SCHLOEMER 6088272312 2711 ALLEN BLVD STE 300 MIDDLETON WI 53562 JEFF ROGENSACK MD 1.0 X 0 0 0 JULIANNE POFAHL RN BS 1.0 X 0 0 0 JUDITH FITZGERALD MD 1.0 X X 0 0 0 VICTORIA SZEWCZYK MBA CPA 1.0 X X 0 0 0 SANDRA K BRUHN 1.0 X X 0 0 0 CRAIG BRENHOLT 1.0 X 0 0 0 ABIGAIL CHRISTIANSEN MD 1.0 X X 0 0 0 THeRESA BEHRS MD 1.0 X 0 0 0 JOSEPH BOUCHER CPA 1.0 X 0 0 0 DIANE BALLWEG 1.0 X 0 0 0 JOHN W HAMILTON MD 1.0 X 0 0 0 SANTIAGO HERNANDEZ MD 1.0 X 0 0 0 SUSAN R DAVIDSON MD 1.0 X 0 0 0 LESLIE H TAYLOR MD 40.0 X 195497 0 0 195497 0 0 1 false true false 0 21871 138000 130050 11211 289921 PSYCH CONTRACT REVENUE 541700 1268775 1268775 MEDICAL CONTRACT REVENUE 541700 1204620 1204620 CONFERENCE REGISTRATION 541900 10480 10480 MEDICAL PRACTICE REVENUE 621110 11918 11918 CAR SEAT RENTAL INCOME 900002 5870 5870 39010 39010 2540673 41823 41823 0 0 207447 204907 2540 2540 2540 57152 21871 57486 -334 -334 0 0 0 2874623 2540673 44029 0 0 0 0 219763 126105 93658 0 1451495 1271938 131741 47816 28214 24455 3151 608 395704 325111 56498 14095 118331 99742 15788 2801 15632 8697 6935 0 19200 19200 0 0 7549 7549 53233 44119 1652 7462 0 44010 28293 14337 1380 18211 12430 5781 0 184020 96076 87944 13738 12342 72 1324 0 5272 5272 9407 9407 0 31019 20437 10328 254 43255 26008 17247 DUES/SUBSCRIPTIONS 6796 6250 188 358 BANK CHARGES 8315 7345 970 DIRECT PROJECT EXPENSES 434571 434571 MEALS 22436 3276 764 18396 3130171 2545122 489585 95464 200 200 55848 27985 1008213 723097 23003 10891 383544 310937 102060 72607 1088393 1194870 2277717 2029650 492662 405916 21015 20700 450000 270000 6701 95512 970378 792128 X 758697 898343 548642 339179 1307339 1237522 2277717 2029650 X -255548 185731 X true false true X false X ST MARY'S HOSPITAL MADISON WI RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 548642 246109 158204 636547 237397 474575 163330 548642 256310 224418 243331 237397 1.00000 false false false 19870 17220 2650 363674 293717 69957 72607 0 CERF PAYABLE 94171 OTHER SPECIAL PROJECT LIABILITY 1341 95512 LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 SCHEDULE D, PART X DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION ADOPTED FIN 48 IN 2007 AS REQUIRED. NO DISCLOSURES WERE REQUIRED UNDER GAAP AS DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION DOES NOT HAVE ANY MATERIAL TAX CONTINGENCIES THAT REQUIRED DISCLOSURE IN THE FOOTNOTES. DocStar 67823 21223 46600 18333 31821 DocDuJour 11200 648 10552 7332 0 79023 21871 57152 18333 39153 57486 -334 false false false false false false false false false LESLIE H TAYLOR MD 161796 0 0 0 33701 0 0 0 0 0 195497 0 0 0 Supplemental Compensation Information SCHEDULE J, PART III THE ORGANIZATION DID NOT USE ANY OF THE METHODS LISTED ON LINE 3 IN 2010 TO ESTABLISH COMPENSATION OF THE EXECUTIVE DIRECTOR. IN PRIOR YEARS, THE ORGANIZATION USED AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION SURVEY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THESE SERVED AS THE BASIS FOR DETERMING 2010 COMPENSATION. X 16 4235 COST OF DONATED ITEM X 2300 COST OF DONATED ITEM X 1 1566 COST OF DONATED ITEM X HANDMADE JEWELRY 5 360 COST OF DONATED ITEM X DINNER FOR FOUR 1 75 COST OF DONATED ITEM X SPORTING EVENT TICKETS 1 75 COST OF DONATED ITEM X VACATION HOME RENTAL 1 2600 COST OF DONATED ITEM false false false Description of Classes of Members or Stockholders Form 990, Part VI, Question 6 DEAN FOUNDATION HAS TWO CLASSES OF MEMBERS: VOTING MEMBERS, WHICH SHALL BE DEAN HEALTH SYSTEMS, INC. (DHS) SHAREHOLDER PHYSICIANS HOLDING SHARES OF DHS CLASS A COMMON STOCK, AND ASSOCIATE MEMBERS. VOTING MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS OF DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION, INC. ASSOCIATE MEMBERS HAVE NO VOTING RIGHTS. NO MEMBERS HAVE THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. NO MEMBERS HAVE THE RIGHT TO RECEIVE A SHARE OF DEAN FOUNDATON'S PROFITS OR EXCESS DUES OR A SHARE OF DEAN FOUNDATION'S NET ASSETS UPON DISSOLUTION OF THE ORGANIZATION. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a THE VOTING MEMBERS OF DEAN FOUNDATION (DEFINED AS CLASS A COMMON STOCK SHAREHOLDERS OF DEAN HEALTH SYSTEMS, INC) ELECT THE BOARD OF DIRECTORS BASED UPON NOMINATIONS SUBMITTED BY DEAN FOUNDATION FOR HEALTH, RESEARCH AND EDUCATION, INC. ASSOCIATE MEMBERS HAVE NO VOTING RIGHTS. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11 DEAN FOUNDATION FOR HEALTH, RESEARCH & EDUCATION, INC'S BUDGET & FINANCE COMMITTEE (A SUB-COMMITTEE OF THE BOARD OF DIRECTORS) AND THE BOARD OF DIRECTORS REVIEWED THE FORM 990 PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. THIS REVIEW WAS CONDUCTED AT THE REGULAR MEETING ON SEPTEMBER 14, 2011. EACH PAGE OF THE FORM WAS REVIEWED AND SCHEDULES WERE EXPLAINED IN DETAIL BY THE ACCOUNTING MANAGER. QUESTIONS RAISED BY THE MEMBERS OF THE COMMITTEE AND BOARD WERE ANSWERED TO PROVIDE GUIDANCE ON THE FORM 990. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c THE FOUNDATION MONITORS CONFLICT OF INTEREST BY REQUIRING THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES TO COMPLETE AN ANNUAL STATEMENT ABOUT ANY POTENTIAL CONFLICT SITUATIONS. DETERMINATIONS OF CONFLICT ARE DETECTED AT THE MANAGEMENT LEVEL AND ELEVATED TO BOARD LEVEL FOR DISCUSSION AND/OR ACTION. ACTUAL CONFLICTS (OF WHICH THERE HAVE BEEN NONE) WOULD BE REVIEWED AT THE BOARD LEVEL. IF IT WAS DETERMINED A CONFLICT OF INTEREST EXISTED, THE PERSON WOULD BE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS OF DECISIONS CONCERNING THE TRANSACTION. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a & 15b AN OUTSIDE FIRM WAS RETAINED IN 2008 TO REVIEW COMPENSATION FOR THE EXECUTIVE DIRECTOR. THEIR REPORT WAS REVIEWED BY BOTH THE BUDGET AND FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE OUTSIDE FIRM DETERMINED THAT COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS REASONABLE. THE EXECUTIVE DIRECTOR HAS NOT RECEIVED A PAY INCREASE SINCE THE COMPENSATION REVIEW DUE TO BUDGET CONSTRAINTS. Organization's Policy Regarding Making Certain Documents Public Form 990, Part VI, Question 19 DEAN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES ON REQUEST AND/OR INSPECTION AT DEAN FOUNDATION'S ALLEN BLVD. OFFICE. Reconcilliation of Net Assets Form 990, Part XI, Line 5 THE BEGINNING OF YEAR NET ASSETS WAS ADJUSTED TO ACCOUNT FOR A RECLASSIFICATION OF REVENUE AND EXPENSES IN 2009 THAT WERE ONLY ACCOUNTED FOR ON THE STATEMENT OF FINANCIAL POSITION (BALANCE SHEET). Form 990, Part X, Line 25 Reclass of prior year balances Amounts from Form 990, Part X, Line 25 have been reclassed from the prior year balance to be consistent with the amounts reported in the reviewed financial statements. DEAN HEALTH SYSTEMS INC 1808 WEST BELTLINE HIGHWAY MADISON WI 53713 391128616 MEDICAL CLINIC WI NA C CORP 0 0 0.00000 false false true false false false false false false false false false true false true false false false