Civic Intelligence

Froedtert West Bend Hospital Foundation Inc.

990 • Fiscal year 2018 • EIN 39-2034296

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization Profilewww.froedtert.com/st-josephs/foundation
3200 Pleasant Valley RdWest Bend, WI 53095

(262) 334-5533

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$1,006,462

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

41st percentile

0.6%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$39,530,673

Up $230,575 (+0.6%) from 2017

Net Assets

Up

$39,482,546

Up $598,656 (+1.5%) from 2017

Liabilities

Down

$48,127

Down $368,081 (-88%) from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin97th percentile

Revenue

Up

$2,443,786

Up $359,894 (+17%) from 2017

Expenses

Up

$493,191

Up $11,483 (+2.4%) from 2017

Net Income

Up

$1,950,595

Up $348,411 (+22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $34,247,160Liabilities 2010: $630,125Net Assets 2010: $33,617,0352010Assets 2011: $38,673,302Liabilities 2011: $209,198Net Assets 2011: $38,464,1042011Assets 2012: $39,172,425Liabilities 2012: $32,357Net Assets 2012: $39,140,0682012Assets 2013: $42,503,329Liabilities 2013: $230,220Net Assets 2013: $42,273,1092013Assets 2014: $36,508,458Liabilities 2014: $1,029,514Net Assets 2014: $35,478,9442014Assets 2015: $35,535,475Liabilities 2015: $46,659Net Assets 2015: $35,488,8162015Assets 2016: $35,182,307Liabilities 2016: $336,104Net Assets 2016: $34,846,2032016Assets 2017: $39,300,098Liabilities 2017: $416,208Net Assets 2017: $38,883,8902017Assets 2018: $39,530,673Liabilities 2018: $48,127Net Assets 2018: $39,482,5462018Assets 2019: $41,897,698Liabilities 2019: $652,509Net Assets 2019: $41,245,1892019Assets 2020: $41,711,211Liabilities 2020: $482,678Net Assets 2020: $41,228,5332020Assets 2021: $48,515,476Liabilities 2021: $353,748Net Assets 2021: $48,161,7282021Assets 2022: $21,771,634Liabilities 2022: $604,585Net Assets 2022: $21,167,0492022Assets 2023: $23,330,780Liabilities 2023: $402,357Net Assets 2023: $22,928,4232023Assets 2024: $25,011,797Liabilities 2024: $355,819Net Assets 2024: $24,655,9782024

Highlighted filing

2018

Assets$39,530,673
Liabilities$48,127
Net Assets$39,482,546
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2010: $353,0312010Expenses 2011: $144,6882011Revenue 2012: $1,957,221Expenses 2012: $455,588Net Income 2012: $1,501,6332012Revenue 2013: $2,020,464Expenses 2013: $454,582Net Income 2013: $1,565,8822013Revenue 2014: $2,239,869Expenses 2014: $473,636Net Income 2014: $1,766,2332014Revenue 2015: $1,801,047Expenses 2015: $499,620Net Income 2015: $1,301,4272015Revenue 2016: $1,098,672Expenses 2016: $542,739Net Income 2016: $555,9332016Revenue 2017: $2,083,892Expenses 2017: $481,708Net Income 2017: $1,602,1842017Revenue 2018: $2,443,786Expenses 2018: $493,191Net Income 2018: $1,950,5952018Revenue 2019: $1,988,149Expenses 2019: $465,166Net Income 2019: $1,522,9832019Revenue 2020: $1,479,374Expenses 2020: $484,554Net Income 2020: $994,8202020Revenue 2021: $1,885,256Expenses 2021: $478,535Net Income 2021: $1,406,7212021Revenue 2022: $1,314,954Expenses 2022: $514,749Net Income 2022: $800,2052022Revenue 2023: $1,017,022Expenses 2023: $551,663Net Income 2023: $465,3592023Revenue 2024: $1,438,539Expenses 2024: $553,395Net Income 2024: $885,1442024

Highlighted filing

2018

Revenue$2,443,786
Expenses$493,191
Net Income$1,950,595
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.2
Gross Receipts
$18,666,875
Mission and Program Overview

Mission

To improve the health, wellness and education of the community through the development and stewardship of philanthropic resources in support of St. Joseph's Community Hospital of West Bend.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$38,971,434$38,835,838▼ $135,596
Cash and Non-Interest-Bearing Accounts$216,704$598,431▲ $381,727
Savings and Temporary Cash Investments$77,736$77,949▲ $213
Pledges and Grants Receivable$34,224$18,455▼ $15,769
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$39,300,098$39,530,673▲ $230,575
Other Assets Total-$0-
Liabilities
Other Liabilities$416,208$48,127▼ $368,081
Total Liabilities$416,208$48,127▼ $368,081
Net Assets / Fund Balance
Unrestricted Net Assets$38,606,370$39,096,048▲ $489,678
Temporarily Rstr Net Assets$275,420$384,398▲ $108,978
Permanently Rstr Net Assets$2,100$2,100→ $0
Total Net Assets Fund Balance$38,883,890$39,482,546▲ $598,656
Total Liabilities and Net Assets / Fund Balance$39,300,098$39,530,673▲ $230,575

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$27,248$27,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,100---$2,100
2017$1,285,114--$1,283,014$2,100
2016$1,302,962$64,523▼ $9,715$915$1,285,114
2015$1,258,176$82,773▲ $17,823$1,148$1,302,962
2014$1,108,639$107,155▲ $127,883-$1,258,176
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Kilian Steven JrDir&BOD Chair
Tighe KellyDir&BOD V.Chair
Olson DavidFormer - Officer (SJH President)
Birchbauer BrianDirector
Breuer JohnDirector
Chlupp ChrisDirector
Dahlberg AmyDirector
Gambucci JacciDirector
Hanson TroyDirector
Herdrich Gary MDDirector
Kreilkamp TimDirector
Miller DanDirector
Moore LisaDirector
O'Meara MarkDirector
Knoll ThomasAsst VP Finance
Ericson AllenDir&SJH Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$361,778
Program Service Revenue
$0
Investment Income
$2,077,770
Other Revenue
$4,238
All Other Contributions
$289,153
Change in Net Assets
$1,950,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,915
Total Fundraising Expense$150,249
Salaries, Compensation, and Employee Benefits$106,357
Other Expenses$94,919
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$239,950--$239,950
Other Salaries and Wages-$24,807$74,419$99,226
Grants to Domestic Individuals$51,965--$51,965
All Other Expenses-$9,339$4,684$14,023
Other Expenses-$2,173$6,517$8,690
Payroll Taxes-$1,783$5,348$7,131
Office Expenses-$297$891$1,188
Total Functional Expenses$291,915$51,027$150,249$493,191
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Albrecht Free ClinicWest Bend, WI501(c)(3)Dental Services Program Implement.$70,000
Kettle Moraine YMCA IncWest Bend, WI501(c)(3)Healthy Living Community Support$31,500
Elevate IncJackson, WI501(c)(3)Screening & Early Intervention$25,600
Boys & Girls Club of Wa CntyWest Bend, WI501(c)(3)Healthy Choice Initiative$25,000
Casa Guadalupe Edu CenterWest Bend, WI501(c)(3)Healthy Latinos, Healthy Futures$22,250
Interfaith Caregivers of WashWest Bend, WI501(c)(3)Senior Transportation Program$22,000
Family Promise of Wa CntyWest Bend, WI501(c)(3)Health Services for Homeless$20,600
Friends of Abused FamiliesSlinger, WI501(c)(3)Open Doors Housing Program$15,000
Big Brothers Big Sisters WashWest Bend, WI501(c)(3)Mentoring for Mental Health$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,601
Fundraising Direct Expenses$36,363
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legendary Evening$113,226$40,601$36,363$4,238
Total Events$113,226$40,601$36,363$4,238
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$48,127
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“St. Joseph's Community Hospital of West Bend,Inc., is the sole corporate member of St. Joseph's Community Foundation.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“St. Joseph's Community Hospital of West Bend, Inc., as the sole corporate member of St. Joseph's Community Foundation, has the final approval of election of all board members.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Froedtert Health, Inc., as the sole corporate member of St. Joseph's Community Hospital, and St. Joseph's Community Hospital, as the sole member of St. Joseph's Community Foundation, each retain authorities as defined in corporate bylaws.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Froedtert Health, Inc. accounting staff prepare Form 990 which is reviewed by the Froedtert Health financial leaders. The 990 is then reviewed by KPMG, Froedtert Health's outside accounting firm. Next, the 990 is provided to the Froedtert Health Finance Committee and Board of Directors. Finally, the 990 is filed as required.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“On an annual basis all officers, directors, trustees, key employees are required to complete a conflict of interest disclosure document. The data is compiled, and the Froedtert Health Inc., Vice President - Chief Compliance Officer (CCO), the Senior Vice President - General Counsel and/or delegate will review all forms and notifications to determine if any conflicts of interests exist in the disclosure documents. If it is determined that a conflict of interest exists, then the person making the disclosure shall be relieved of his/her obligations on behalf of St. Joseph's Community Foundation, Inc. with respect to the transaction or arrangement that creates the conflict of interest. A report of all conflicts of interest will be made by the Froedtert Health, Inc., CCO at least once annually to the Froedtert Health Finance Committee of the Board of Directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The President/CEO's performance is reviewed by the Board Chair annually. The Board of St. Joseph's Community Hospital of West Bend, Inc. approves any salary and/or benefit changes. The initial salary was determined by the system CEO and outside consultant, using comparative data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Financial Information: The Froedtert Health, Inc. quarterly financial information is made available to the public through the Digital Assurance Corporation, Inc. website. Anyone can register to receive ongoing access to and notifications regarding financial statements at the online website.Governing Documents and Conflict of Interest Policy: Documents are available to the public through the corporate office upon request.”

Filing and Contact Details

Filer

Filer Name
St Josephs Community Foundation Inc
EIN
39-2034296
Phone
2623345533
Address
3200 Pleasant Valley Rd, West Bend, WI 53095

Signing Officer

Name
John Ceelen
Title
SVP-Finance
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ericson Allen
Formed
2002
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
1
Volunteers
47

Preparer

Firm
Kpmg Llp
Address
191 W Nationwide Blvd Suite 500, Columbus, OH 43215
Preparer
Mollie Longhouse
Phone
6142492300
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Forgiveness of Receivable from Foundation = $129185”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer to affiliates = -$1514545”

Form 990, Part IX - Line 9 - Other Employee Benefits

“Benefit costs for St. Joseph's Community Foundation, Inc. are recorded at the corporate level of Froedtert Health, Inc. and get absorbed by St Joseph's Community Hospital of West Bend, Inc.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“For permanently restricted endowment funds, the intent of the funds depends on the restriction that applies to that particular endowment, as prescribed by the donor. Depending on the particular endowment, the intended use includes fellowships, research and educational resources for the community.”

Part X : FIN48 Footnote

“Froedtert Health, Inc., the parent entity into which St. Joseph's Community Foundation Inc, financial results are consolidated, applies ASC No. 740, Income Taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. ASC No. 740 prescribes a more-likely-than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC No. 740, tax positions are evaluated for recognition, derecognition, and measurement using consistent criteria and provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2017 and 2016, St. Joseph's Community Foundation does not have an asset or liability recorded for unrecognized tax positions.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0St. Joseph's Community Foundation, Inc. issues scholarships each year from money donated to the Foundation from an outside donor. Current year scholarship expenses totaled $51,965.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: Schedule A, Part II, Section C, Line 17aSupplemental InformationThere are two requirements that St. Josephs Community Foundation must fulfill in order to satisfy the Facts-and-Circumstances Test set forth in Treas. Reg. 1.170A-9(f)(3)(ii). First, they must derive at least 10% of its support from governmental units or from direct or indirect contributions from the general public, or a combination of both. St. Josephs Community Foundation received 22.28% of its total support from government units and the public and therefore, St. Josephs Community Foundation has satisfied this first requirement. Second, St. Josephs Community Foundation must maintain a continuous and bonafide fundraising program or carry on programs designed to attract support from governmental units or other public charities described in IRC 170(b)(1)(A)(i) through (vi). St. Josephs Community Foundation maintains several fundraising programs and initiatives each of which is designed to attract support from the public. St. Josephs Community Foundation conducts a mid-year and year-end direct mail contributions solicitation program, an annual staff giving campaign, a grateful patient program which involves working with individuals who have benefitted from the care they received at St. Josephs Community Hospital, and a memorial donation program or working with families who have lost a loved one. St. Josephs Community Foundation also conducts various fundraising events each year to benefit specific care programs of St. Josephs Community Hospital. St. Josephs Community Foundation maintains a very close relationship with St. Josephs Community Hospital, an exempt charitable organization under IRC 501(a) as described in IRC 501(c)(3), and classified as a publicly supported public charity under IRC 509(a)(1) and described in IRC 170(b)(1)(A)(iii). St. Josephs Community Hospital provides a significant portion of St. Josephs Community Foundations support in recognition of the need to provide health care services to the communities served by St. Josephs Community Hospital and St. Josephs Community Foundation. St. Josephs Community Foundation is accountable to St. Josephs Community Hospital for how the foundation expends its funds by virtue of the fact that St. Josephs Community Hospital appoints and approves a majority of St. Josephs Community Foundations Board of Directors and retains other approval rights over the foundations operations.In addition to satisfying the two requirements set forth above, there are additional relevant facts and circumstances which demonstrate that St. Josephs Community Foundation qualifies as publicly supported public charity under IRC 509(a)(1) and 170(b)(1)(A)(vi). 1.St. Josephs Community Foundations total support exceeds the minimum 10% threshold by a substantial portion. Moreover, historically the total support received by St. Josephs Community Foundation is from a considerable and representative number of donors located throughout the various communities served by St. Josephs Community Foundation. 2.St. Josephs Community Foundations Board of Directors is comprised of individuals who include community and civic leaders, community business executives, physicians and other individuals who represent the broad interests of the public. 3.St. Josephs Community Foundation provides continuing support to St. Josephs Community Hospital, and other health care facilities and organizations which make their health care services available to the general public with the mission of improving the health of the communities served by such organizations. 4.St. Josephs Community Foundation has volunteers comprised of individuals from the general public who volunteer their time and skills in carrying out various activities and functions of the foundation. 5.In addition to receiving funds from the general public, St. Josephs Community Foundation receives a significant amount of support from its parent organization St. Josephs Com
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,530,673
Liabilities
$48,127
Net assets
$39,482,546
Revenue
$2,443,786
Expenses
$493,191
Net income
$1,950,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.0$0.36$24.7$1.44$0.55$0.89
2023Detailed filing. Detailed filing data is available for this year.$23.3$0.40$22.9$1.02$0.55$0.47
2022Detailed filing. Detailed filing data is available for this year.$21.8$0.60$21.2$1.31$0.51$0.80
2021Detailed filing. Detailed filing data is available for this year.$48.5$0.35$48.2$1.89$0.48$1.41
2020Detailed filing. Detailed filing data is available for this year.$41.7$0.48$41.2$1.48$0.48$0.99
2019Detailed filing. Detailed filing data is available for this year.$41.9$0.65$41.2$1.99$0.47$1.52
2018Detailed filing. Detailed filing data is available for this year.$39.5$0.05$39.5$2.44$0.49$1.95
2017Detailed filing. Detailed filing data is available for this year.$39.3$0.42$38.9$2.08$0.48$1.60
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.34$34.8$1.10$0.54$0.56
2015Detailed filing. Detailed filing data is available for this year.$35.5$0.05$35.5$1.80$0.50$1.30
2014Detailed filing. Detailed filing data is available for this year.$36.5$1.03$35.5$2.24$0.47$1.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.5$0.23$42.3$2.02$0.45$1.57
2012Summary only. Only limited summary data is available for this year.$39.2$0.03$39.1$1.96$0.46$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.7$0.21$38.5$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.63$33.6$0.35
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