2011-06-29T10:30:09-05:00 2010-12-31 KOLBCO SC 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2010-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 ANN M PETRIE 4144755333 2011-06-22 1 KARELYN J BECK CPA 2627549400 2011-06-22 2010 2016-02-24 21:20:13Z LYNDA KOHLER 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 5016906 0 X WWW.RMHCMILWAUKEE.COM X 1982 WI EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED BY A CHILD'S ILLNESS OR INJURY. 22 21 21 599 0 0 1641522 2456960 0 0 162083 77533 60001 25567 1863606 2560060 60000 89810 0 0 553124 685036 0 40955 307919 925329 987091 1538453 1802892 325153 757168 11706808 13142070 293464 334568 11413344 12807502 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 1235911 GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. IS TRULY GRATEFUL TO CARRY OUT OUR MISSION OF PROVIDING A HOME-AWAY-FROM-HOME FOR FAMILIES WITH CRITICALLY ILL OR INJURED CHILDREN IN THE HOSPITAL. THANKS TO OUR GRACIOUS SUPPORTERS WE HAVE BEEN ABLE TO TAKE CARE OF MOMS, DADS, SIBLINGS AND THE PATIENTS THEMSELVES IN A SAFE AND NURTURING ENVIRONMENT WHILE THEY ARE AWAY FROM THEIR HOMES. SINCE 1984, MORE THAN 32,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE HOME. LAST YEAR, WE SERVED NEARLY 1,400 FAMILIES - THE MOST EVER. 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. A FAMILY FROM CAIRO, EGYPT RETURNED FOR A SECOND VISIT AND STAYED WITH US FOR ABOUT A MONTH. 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 755 FAMILIES AWAY. ON AVERAGE, OUR FAMILIES STAY WITH US FOR ABOUT 9 DAYS; HOWEVER LAST YEAR 117 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 ONE THIRD 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 13 PERCENT OF THE ANNUAL REVENUE. 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: VOLUNTEER PROGRAM - OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF 600 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.FAMILY DINNER PROGRAM - EACH NIGHT, AREA ORGANIZATIONS, BUSINESSES, CHURCHES, AND FAMILY GROUPS SERVE HOME-COOKED MEALS TO OUR FAMILIES. LAST YEAR, 421 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 2010, 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. 29810 GRANTS - THE HOUSE IS THE CORNERSTONE OF THE MISSION OF THE RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. THE PAST FEW YEARS, RMHC PROVIDED ONE GRANT THAT MADE A DIFFERENCE IN THE LIVES OF THE FAMILIES THAT STAYED AT OUR RMH. 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. WE WILL CONTINUE TO AWARD A LIMITED AMOUNT OF GRANTS OVER THE NEXT FEW YEARS AS WE WILL BE EXPANDING (DOUBLING THE SIZE) OF OUR CURRENT HOUSE DUE TO DEMAND. WE ARE EXPECTING TO SOON BEGIN A CAPITAL CAMPAIGN IN WHICH WE WILL NEED TO RAISE $6,000,000 - $7,500,000. 1325721 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 5 1 1 21 1 0 0 0 0 0 1 1 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI MI X LYNDA KOHLER 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 JOHN F ALTSTADT MD 1.00 X 0 0 0 DENNIS W BUCHAN 1.00 X 0 0 0 MARSHALL CHAY 1.00 X 0 0 0 CINTHIA S CHRISTENSEN 1.00 X 0 0 0 ROBERT B DYBLE 2.00 X 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 CARRIE M MEGAL 1.00 X 0 0 0 BOB MONDAY 2.00 X X 0 0 0 PATRICIA O'DONOVAN 1.00 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 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 DEREK GILLIAM 1.00 X 0 0 0 LYNDA KOHLER 45.00 X 106848 0 3931 PAM BUCKLEY 2.00 X 73512 0 12071 MARLENE BRUNO 2.00 X 42549 0 15061 222909 0 31063 1 0 0 0 PETER SCHWABE INC W232 S7530 BIG BEND DRIVE BIG BEND WI 53103 CONSTRUCTION & REPAIR 113091 1 54866 146200 2255894 136369 2456960 145268 145268 2214976 2259347 23364 -44371 -23364 -67735 -67735 199534 146200 169085 30449 30449 168 5050 -4882 -4882 2560060 0 0 103100 89810 89810 253972 88890 76192 88890 424039 220500 50885 152654 7025 5971 703 351 22144 22144 40955 40955 96032 96032 883 88 221 574 8389 6711 839 839 130175 130175 217780 217780 137888 134888 3000 HOUSE MAINTENANCE 179689 179689 SUPPLIES 107581 86065 10758 10758 PUBLIC RELATIONS 27028 20271 6757 OTHER VOLUNTEER EXPENSE 17282 13826 1728 1728 TELEPHONE 17278 13822 1728 1728 24942 21203 1054 2685 1802892 1325721 169252 307919 571891 752064 414945 10000 20595 8619 7633642 2311257 5036548 5322385 5662829 7049002 11706808 13142070 78354 126819 18580 196530 207749 293464 334568 X 10144765 11436782 630 102771 1267949 1267949 11413344 12807502 11706808 13142070 X 757168 636990 X 0 1 1 X 0 X 658869 1106005 2036704 1641522 2456960 7900060 658869 1106005 2036704 1641522 2456960 7900060 9282 7890778 101875 145229 172873 141664 145268 706909 844216 683452 949677 238090 199702 2915137 11522106 0.68480 0.62670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2500630 102141 53932 53932 2602771 2500000 630 65241 65241 2500630 0.47300 0.48700 0.03900 0 0 6098538 1512131 4586407 1478704 770177 708527 56400 28949 27451 5322385 BOND MUTUAL FUNDS 2588411 F STOCK MUTUAL FUNDS 3612458 F REAL ESTATE MUTUAL FUNDS 226844 F COMMODITIES MUTUAL FUNDS 621289 F 7049002 LOAN PAYABLE-RONALD MCDONALD HOUSE CHARITIES, INC. 207749 207749 2560060 1802892 757168 636990 636990 1394158 3358932 636990 1250 25655 663895 2695037 -134977 -134977 2560060 1939119 1250 265152 266402 1672717 130175 130175 1802892 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 2010. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 25,655 PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -169,085 MERCHANDISE EXPENSE -5,050 CANISTER CONTRIBUTIONS PAID TO AFFILIATES 130,175 CANISTER EXPENSES NETTED WITH CONTRIBUTION REVENUE -67,653 LOSS ON SALE OF FIXED ASSETS -23,364 TOTAL -134,977 PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 169,085 MERCHANDISE EXPENSE 5,050 CANISTER EXPENSES NETED WITH CONTRIBUTION REVENUE 67,653 LOSS ON SALE OF FIXED ASSETS 23,364 TOTAL 265,152 PART XIII, LINE 4B - OTHER ADJUSTMENTS PAYMENTS TO AFFILIATES 130,175 X X X X 1 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILINGS 0 46415 40955 5460 46415 40955 5460 BLACK TIE GALA 240567 119500 121067 64421 HOLIDAY LUNCH/BOUTIQUE 84779 15000 69779 43426 1 18485 11700 6785 6439 343831 146200 197631 114286 114286 83345 SCHEDULE G, PART I, LINE 2B, COLUMN (III): RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. HAS CUSTODY AND CONTROL OF ALL CONTRIBUTIONS. DEPOSITS ARE SENT DIRECTLY TO A CENTRAL DONATION PROCESSING CENTER TO BE DEPOSITED DIRECTLY INTO A RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. BANK ACCOUNT. TRUE SENSE HAS NO SIGNATURE AUTHORITY ON THIS ACCOUNT. 1 COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS 30 60000 ART THERAPY 1 29810 OTHER INFORMATION: PART IV: 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 2010. DANIEL P SCHWABE DIRECTOR 113091 INDEPENDENT CONTRACTOR SERVICES FOR CONSTRUCTION & REPAIR AT ARMS LENGTH. 0 X 6 125454 FAIR MARKET VALUE X DONATED BEV'S 35 10915 FAIR MARKET VALUE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): PART I, LINE 9: SIX SEPARATE CONTRIBUTIONS OF PUBLICLY TRADED STOCK WERE RECEIVED DURING 2010. LINE 25: COCA COLA MADE SEVERAL CONTRIBUTIONS OF ITS PRODUCTS TO SUPPLY THE HOUSE WITH BEVERAGES FOR MEETINGS AND FOR FUNDRAISING EVENTS. 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 AN OUTSIDE FIRM PREPARED A COMPARATIVE COMPENSATION STUDY FOR EXECUTIVE DIRECTORS (OR SIMILAR POSITIONS) FOR ORGANIZATIONS SIMILAR IN PURPOSE AND SIZE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ALSO DETERMINES THE PRESIDENT'S AND VICE PRESIDENT'S COMPENSATION ANNUALLY BY COMPARISION TO OTHER RONALD MCDONALD HOUSES SIMILAR IN SIZE AND LOCATION. 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 GAINS ON INVESTMENTS: 636,990.