Civic Intelligence

Froedtert West Bend Hospital Foundation Inc.

990 • Fiscal year 2023 • EIN 39-2034296

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.40x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

98th percentile

$1,641,225

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 161.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

54th percentile

7.2%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$23,330,780

Up $1,559,146 (+7.2%) from 2022

Net Assets

Up

$22,928,423

Up $1,761,374 (+8.3%) from 2022

Liabilities

Down

$402,357

Down $202,228 (-33%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$1,017,022

Down $297,932 (-23%) from 2022

Expenses

Up

$551,663

Up $36,914 (+7.2%) from 2022

Net Income

Down

$465,359

Down $334,846 (-42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$23,330,780
Liabilities$402,357
Net Assets$22,928,423
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$1,017,022
Expenses$551,663
Net Income$465,359
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$8,799,908
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$21,399,973$23,056,540▲ $1,656,567
Cash and Non-Interest-Bearing Accounts$332,197$251,578▼ $80,619
Pledges and Grants Receivable$38,664$21,862▼ $16,802
Accounts Receivable$800$800→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$21,771,634$23,330,780▲ $1,559,146
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$604,585$402,357▼ $202,228
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$604,585$402,357▼ $202,228
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,771,572$22,507,946▲ $1,736,374
Net Assets With Donor Restrictions$395,477$420,477▲ $25,000
Total Net Assets Fund Balance$21,167,049$22,928,423▲ $1,761,374
Total Liabilities and Net Assets / Fund Balance$21,771,634$23,330,780▲ $1,559,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$27,248$27,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,100---$2,100
2022$2,100---$2,100
2021$2,100---$2,100
2020$2,100---$2,100
2019$2,100---$2,100
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Miller DanDirector & Bod Chair
Dahlberg AmyDirector & Bod V.chair
Ericson AllenDirector & Sjh President
Breuer JohnDirector
Chlupp ChrisDirector
Gambucci JacciDirector
Hanson TroyDirector
Herdrich GaryDirector
Sievers DarenDirector
Smith AustinDirector
Feltz ChadDirector (start Jul22)
Zuern TomDirector (start Jul22)
Alatalo DarcyFormer - Officer (treas)
Malzewski MichaelTreasurer (term Jun23)
Revenue and Support

Revenue Composition

Contributions and Grants
$193,752
Program Service Revenue
$0
Investment Income
$789,753
Other Revenue
$33,517
All Other Contributions
$100,060
Change in Net Assets
$465,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$286,125
Total Fundraising Expense$232,333
Salaries, Compensation, and Employee Benefits$198,116
Other Expenses$67,422
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,000--$227,000
Other Salaries and Wages-$18,475$166,273$184,748
Grants to Domestic Individuals$59,125--$59,125
Other Employee Benefits-$1,337$12,031$13,368
Other Expenses$3,300$4,245$11,678$7,545
All Other Expenses-$519$4,674$5,193
Office Expenses-$199$1,791$1,990
Total Functional Expenses$289,425$29,905$232,333$551,663
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Albrecht Free ClinicWest Bend, WI501 (c) 3Healthy Smiles Change Lives$55,000
Casa Guadalupe Education CenterWest Bend, WI501 (c) 3Healthy Latinos, Healthy Futures$40,000
Community Smiles DentalWaukesha, WI501 (c) 3Dental Care for Children$30,000
Interfaith Caregivers of Washington CountyWest Bend, WI501 (c) 3Healthy Aging in Place$25,000
Elevate IncJackson, WI501 (c) 3Substance Abuse Diversion Program$20,000
The Youth and Family Project IncWest Bend, WI501 (c) 3Crossroads Youth Program Outreach$15,000
Kettle Moraine YmcaWest Bend, WI501 (c) 3Mental Health at the Y$12,000
Boys and Girls Clubs of Washington CountyWest Bend, WI501 (c) 3Healthy Minds & Body Initiative$10,000
Family PromiseWest Bend, WI501 (c) 3Health Services and Housing for Homeless$10,000
Friends IncWest Bend, WI501 (c) 3Outreach & Prevention(sex Assault/lgbtq)$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,491
Fundraising Direct Expenses$14,974
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Above & Beyond$117,183$48,491$14,974$33,517
Total Events$117,183$48,491$14,974$33,517
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$402,357
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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, Section A, Line 6

“St. Joseph's community hospital of west bend, inc., is the sole corporate member of st. Joseph's community foundation.”

Form 990, Part VI, Section A, Line 7A

“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, Section A, Line 7B

“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, Section B, Line 11B

“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 audit committee and board of directors. Finally, the 990 is filed as required.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis all officers, directors, trustees, and 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 interest 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 audit committee of the board of directors.”

Form 990, Part VI, Section B, Line 15

“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, Section C, Line 19

“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 JOSEPH'S COMMUNITY FOUNDATION
EIN
39-2034296
Phone
2623345533
Address
3200 PLEASANT VALLEY RD, WEST BEND, WI 53095
Doing Business As
Froedtert West Bend Hospital Foundation

Signing Officer

Name
Alicia M Maitland
Title
SVP - Finance
Phone
2623345533
Signed
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allen Ericson
Formed
2002
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
34

Preparer

Firm
Kpmg Llp
Address
191 WEST NATIONWIDE BLVD SUITE 500, COLUMBUS, OH 43215-2568
Preparer
Mollie P Longhouse
Phone
6142492300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

“St. Joseph's community foundation, inc., is a nonstock, nonprofit corporation that receives gifts and bequests, raises funds for specific projects or needs, administers and invests funds, and disburses payments to further the mission and purposes of st. Joseph's community hospital of west bend, inc. During fy 2023, st. Joseph's community foundation, inc. Paid the following amounts to area organizations: - $55,000 to albrecht free clinic for health smiles change lives (access dental) - $25,000 to interfaith caregivers of washington county for healthy aging in place (access healthcare/community services/transportation) - $40,000 to casa guadalupe education center for healthy latinos, healthy futures (chronic disease) - $20,000 to elevate inc. For elevate u (aoda/mental health) - $10,000 to friends inc. For supporting mental wellness (sexual abuse & assault) - $10,000 to boys and girls club of washington county for healthy minds & body initiative (mental health) - $30,000 to community smiles dental for low income dental care (access dental) - $10,000 to family promise of washington county (housing) - $12,000 to kettle moraine ymca (mental health) - $15,000 to the youth and family project inc. For crossroads youth program outreach (mental health) additionally, st. Joseph's community foundation, inc. Paid the following amount to internal programs: - $3,300 to the above & beyond cancer center fundraiser event (cancer center)”

Form 990, Part IX, Line 9

“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.”

FORM 990, PART XI, LINE 9:

“Forgiveness of receivable from foundation 217,554. Transfer to affiliates -65,575.”

Financial Statement Notes

PART V, LINE 4:

“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, LINE 2:

“Froedtert health, inc., the parent entity into which st. Joseph's community foundation inc.'s 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, 2023 and 2022, st. Joseph's community foundation does not have an asset or liability recorded for unrecognized tax positions.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1BREUER JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHLUPP CHRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3FELTZ CHAD
IRS990/Form990PartVIISectionAGrp/PersonNm4GAMBUCCI JACCI
IRS990/Form990PartVIISectionAGrp/PersonNm5HANSON TROY
IRS990/Form990PartVIISectionAGrp/PersonNm6HERDRICH GARY
IRS990/Form990PartVIISectionAGrp/PersonNm7SIEVERS DAREN
IRS990/Form990PartVIISectionAGrp/PersonNm8SMITH AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm9ZUERN TOM
IRS990/Form990PartVIISectionAGrp/PersonNm10DAHLBERG AMY
IRS990/Form990PartVIISectionAGrp/PersonNm11MILLER DAN
IRS990/Form990PartVIISectionAGrp/PersonNm12MALZEWSKI MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm13ALATALO DARCY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01476512
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12352212
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13165323
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR & SJH PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR (START JUL22)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (START JUL22)
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR & BOD V.CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR & BOD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER (TERM JUN23)
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER - OFFICER (TREAS)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt068692
IRS990/FundraisingDirectExpensesAmt014974
IRS990/FundraisingGrossIncomeAmt048491
IRS990/GainOrLossGrp/SecuritiesAmt0151120
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0227000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt059125
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt059125
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0227000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0227000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07919032
IRS990/GrossReceiptsAmt08799908
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0638633
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0638633
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021399973
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023056540
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027248
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt027248
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07767912
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt021167049
IRS990/NetAssetsOrFundBalancesEOYAmt022928423
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0151120
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0151120
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt033517
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt033517
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01144036
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt020771572
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022507946
IRS990/NoncashContributionsAmt04524
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01791
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0199
IRS990/OfficeExpensesGrp/TotalAmt01990
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0151979
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012031
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01337
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013368
IRS990/OtherExpensesGrp/Desc0MINOR EQUIPMENT
IRS990/OtherExpensesGrp/Desc1HOSPITAL SUPPORT
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt022917
IRS990/OtherExpensesGrp/FundraisingAmt112969
IRS990/OtherExpensesGrp/FundraisingAmt211678
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11286
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21298
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34245
IRS990/OtherExpensesGrp/ProgramServicesAmt03300
IRS990/OtherExpensesGrp/TotalAmt025463
IRS990/OtherExpensesGrp/TotalAmt114255
IRS990/OtherExpensesGrp/TotalAmt212976
IRS990/OtherExpensesGrp/TotalAmt37545
IRS990/OtherLiabilitiesGrp/BOYAmt0604585
IRS990/OtherLiabilitiesGrp/EOYAmt0402357
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0166273
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018475
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184748
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt038664
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021862
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ALLEN ERICSON
IRS990/ProfessionalFundraisingInd00
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 $59,125.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt059125
IRS990/ProgSrvcAccomActy2Grp/GrantAmt059125
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0266843
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0313143
IRS990/PYInvestmentIncomeAmt01064095
IRS990/PYOtherExpensesAmt036168
IRS990/PYOtherRevenueAmt0-15984
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0800205
IRS990/PYSalariesCompEmpBnftPaidAmt0165438
IRS990/PYTotalExpensesAmt0514749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01314954
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0465359
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt025000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THERE ARE TWO REQUIREMENTS THAT ST. JOSEPH'S 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. JOSEPH'S COMMUNITY FOUNDATION RECEIVED 18.75% OF ITS TOTAL SUPPORT FROM GOVERNMENT UNITS AND THE PUBLIC AND THEREFORE, ST. JOSEPH'S COMMUNITY FOUNDATION HAS SATISFIED THIS FIRST REQUIREMENT. SECOND, ST. JOSEPH'S 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. JOSEPH'S COMMUNITY FOUNDATION MAINTAINS SEVERAL FUNDRAISING PROGRAMS AND INITIATIVES, EACH OF WHICH IS DESIGNED TO ATTRACT SUPPORT FROM THE PUBLIC. ST. JOSEPH'S 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. JOSEPH'S COMMUNITY HOSPITAL, AND A MEMORIAL DONATION PROGRAM OR WORKING WITH FAMILIES WHO HAVE LOST A LOVED ONE. ST. JOSEPH'S COMMUNITY FOUNDATION ALSO CONDUCTS VARIOUS FUNDRAISING EVENTS EACH YEAR TO BENEFIT SPECIFIC CARE PROGRAMS OF ST. JOSEPH'S COMMUNITY HOSPITAL. ST. JOSEPH'S COMMUNITY FOUNDATION MAINTAINS A VERY CLOSE RELATIONSHIP WITH ST. JOSEPH'S 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 JOSEPH'S COMMUNITY HOSPITAL PROVIDES A SIGNIFICANT PORTION OF ST. JOSEPH'S COMMUNITY FOUNDATION'S SUPPORT IN RECOGNITION OF THE NEED TO PROVIDE HEALTH CARE SERVICES TO THE COMMUNITIES SERVED BY ST. JOSEPH'S COMMUNITY HOSPITAL AND ST. JOSEPH'S COMMUNITY FOUNDATION. ST. JOSEPH'S COMMUNITY FOUNDATION IS ACCOUNTABLE TO ST. JOSEPH'S COMMUNITY HOSPITAL FOR HOW THE FOUNDATION EXPENDS ITS FUNDS BY VIRTUE OF THE FACT THAT ST. JOSEPH'S COMMUNITY HOSPITAL APPOINTS AND APPROVES A MAJORITY OF ST. JOSEPH'S COMMUNITY FOUNDATION'S BOARD OF DIRECTORS AND RETAINS OTHER APPROVAL RIGHTS OVER THE FOUNDATION'S OPERATIONS.IN ADDITION TO SATISFYING THE TWO REQUIREMENTS SET FORTH ABOVE, THERE ARE ADDITIONAL RELEVANT FACTS AND CIRCUMSTANCES WHICH DEMONSTRATE THAT ST. JOSEPH'S COMMUNITY FOUNDATION QUALIFIES AS A "PUBLICLY SUPPORTED" PUBLIC CHARITY UNDER IRC 509 (A) (1) AND 170 (B) (1) (A) (VI). 1. ST. JOSEPH'S COMMUNITY FOUNDATION'S TOTAL SUPPORT EXCEEDS THE MINIMUM 10% "THRESHOLD" BY A SUBSTANTIAL PORTION. MOREOVER, HISTORICALLY THE TOTAL SUPPORT RECEIVED BY ST. JOSEPH'S COMMUNITY FOUNDATION IS FROM A CONSIDERABLE AND REPRESENTATIVE NUMBER OF DONORS LOCATED THROUGHOUT THE VARIOUS COMMUNITIES SERVED BY ST. JOSEPH'S COMMUNITY FOUNDATION. 2. ST. JOSEPH'S COMMUNITY FOUNDATION'S 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. JOSEPH'S COMMUNITY FOUNDATION PROVIDES CONTINUING SUPPORT TO ST. JOSEPH'S 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. JOSEPH'S 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. JOSEPH'S COMMUNITY FOUNDATION RECEIVES A SIGNIFICANT AMOUNT OF SUPPORT FROM ITS "PARENT ORGANIZATION, ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NATURE AND SOURCE 2022 2021 2020 2019 2018 NET FUNDRAISING TOTAL $33,517 ($15,984) ($22,079) ($9,446) ($9,730)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10 - OTHER INCOME
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0193752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0266842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0221662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0144283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01053704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0638633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0466968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0902082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01140403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0971440
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04119526
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt033517
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-15984
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-22079
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-9446
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-9730
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-23722
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18750
IRS990ScheduleA/PublicSupportPY170Pct00.18480
IRS990ScheduleA/PublicSupportTotal170Amt0965694
IRS990ScheduleA/SubstantialContributorsTotAmt088010
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0193752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0266842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0221662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0227165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0144283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01053704
IRS990ScheduleA/TotalSupportAmt05149508
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02100

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,330,780
Liabilities
$402,357
Net assets
$22,928,423
Revenue
$1,017,022
Expenses
$551,663
Net income
$465,359
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