Civic Intelligence

Wha Foundation Inc.

990 • Fiscal year 2018 • EIN 39-6125163

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.WHA.ORG/ABOUTWHA/WHA-FOUNDATION
5510 Research Park DriveFitchburg, WI 53711

(608) 274-1820

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.06x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

99th percentile

$1,101,575

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 407.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

22nd percentile

-5.7%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,471,944

Down $89,716 (-5.7%) from 2017

Net Assets

Down

$1,455,778

Down $86,675 (-5.6%) from 2017

Liabilities

Down

$16,166

Down $3,041 (-16%) from 2017

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin87th percentile

Revenue

Up

$270,357

Up $39,623 (+17%) from 2017

Expenses

Up

$169,140

Up $124 (+0.1%) from 2017

Net Income

Up

$101,217

Up $39,499 (+64%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $793,368Liabilities 2010: $58,557Net Assets 2010: $734,8112010Assets 2011: $726,337Liabilities 2011: $4,063Net Assets 2011: $722,2742011Assets 2012: $1,224,551Liabilities 2012: $0Net Assets 2012: $1,224,5512012Assets 2013: $1,782,596Liabilities 2013: $0Net Assets 2013: $1,782,5962013Assets 2014: $2,147,469Liabilities 2014: $0Net Assets 2014: $2,147,4692014Assets 2015: $1,618,667Liabilities 2015: $1,600Net Assets 2015: $1,617,0672015Assets 2016: $1,412,964Liabilities 2016: $46,950Net Assets 2016: $1,366,0142016Assets 2017: $1,561,660Liabilities 2017: $19,207Net Assets 2017: $1,542,4532017Assets 2018: $1,471,944Liabilities 2018: $16,166Net Assets 2018: $1,455,7782018Assets 2019: $1,667,083Liabilities 2019: $10,679Net Assets 2019: $1,656,4042019Assets 2020: $1,359,449Liabilities 2020: $11,202Net Assets 2020: $1,348,2472020Assets 2021: $1,398,826Liabilities 2021: $8,189Net Assets 2021: $1,390,6372021Assets 2022: $1,041,112Liabilities 2022: $7,125Net Assets 2022: $1,033,9872022Assets 2023: $1,050,854Liabilities 2023: $8,490Net Assets 2023: $1,042,3642023Assets 2024: $1,067,244Liabilities 2024: $25,574Net Assets 2024: $1,041,6702024

Highlighted filing

2018

Assets$1,471,944
Liabilities$16,166
Net Assets$1,455,778
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $171,1702010Expenses 2011: $132,1142011Expenses 2012: $116,3102012Revenue 2013: $610,866Expenses 2013: $151,364Net Income 2013: $459,5022013Revenue 2014: $511,417Expenses 2014: $173,335Net Income 2014: $338,0822014Revenue 2015: $104,862Expenses 2015: $544,741Net Income 2015: -$439,8792015Revenue 2016: $35,650Expenses 2016: $359,435Net Income 2016: -$323,7852016Revenue 2017: $230,734Expenses 2017: $169,016Net Income 2017: $61,7182017Revenue 2018: $270,357Expenses 2018: $169,140Net Income 2018: $101,2172018Revenue 2019: $194,702Expenses 2019: $167,392Net Income 2019: $27,3102019Revenue 2020: $49,764Expenses 2020: $444,026Net Income 2020: -$394,2622020Revenue 2021: $179,279Expenses 2021: $129,993Net Income 2021: $49,2862021Revenue 2022: $108,168Expenses 2022: $176,151Net Income 2022: -$67,9832022Revenue 2023: $56,873Expenses 2023: $150,829Net Income 2023: -$93,9562023Revenue 2024: $167,874Expenses 2024: $207,455Net Income 2024: -$39,5812024

Highlighted filing

2018

Revenue$270,357
Expenses$169,140
Net Income$101,217
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$980,119
Mission and Program Overview

Mission

The wha foundation, inc. Was formed to carry on educational, literary, research, and charitable program related to the field of health, including but not limited to hospital care and administration, with the following specific objects: to assist the health care system in insuring that it has adequate workforce to meet the needs of wisconsin's citizens; to conduct and sponsor educational programs of all types for training of health career personnel and consumers interested in a better understanding of the health care system; to foster the accumulation and exchange of health information and to publish and disseminate such information; to assist, sponsor, and encourage individuals pursuing an education in health careers, scientific research, and literary endeavor by providing scholarships and grants-in-aid or making loans to worthy individuals in pursuit of these objects; to support the mission of wisconsin hospital association, inc. And its affiliated related organizations.

To carry on educational, literary, research, & charitable program related to the field of health, including but not limited to hospital care & administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,359,913$1,302,687▼ $57,226
Savings and Temporary Cash Investments$47,004$8,943▼ $38,061
Prepaid Expenses and Deferred Charges$2,760$5,000▲ $2,240
Accounts Receivable$698$3,313▲ $2,615
Total Assets$1,561,660$1,471,944▼ $89,716
Other Assets Total$151,285$152,001▲ $716
Liabilities
Other Liabilities$13,207$16,166▲ $2,959
Accounts Payable and Accrued Expenses$6,000$0▼ $6,000
Total Liabilities$19,207$16,166▼ $3,041
Net Assets / Fund Balance
Temporarily Rstr Net Assets$904,812$1,054,812▲ $150,000
Unrestricted Net Assets$637,641$400,966▼ $236,675
Total Net Assets Fund Balance$1,542,453$1,455,778▼ $86,675
Total Liabilities and Net Assets / Fund Balance$1,561,660$1,471,944▼ $89,716

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$152,001--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Mary Beth White-jacobsChairperson
Eric BorgerdingPresident
Bill SextonTrustee
Gerri StaffilenoTrustee
Jeremy Normington-slayTrustee
Sue EdminsterTrustee
Kenneth BuserSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$157,151
Program Service Revenue
$0
Investment Income
$113,206
Other Revenue
$0
All Other Contributions
$7,151
Change in Net Assets
$101,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$270,357
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-194,298
Total Revenue per Audited Statements
$76,059
Total Revenue per Form 990
$270,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,719
Other Expenses$81,421
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$62,130-$62,130
Grants to Domestic Individuals$58,719--$58,719
Grants to Domestic Orgs$29,000--$29,000
Fees for Services Accounting-$8,950-$8,950
Fees for Service Investment Mgmnt Fees-$6,406-$6,406
Insurance-$2,759-$2,759
Office Expenses-$907-$907
Conferences and Meetings-$269-$269
Total Functional Expenses$87,719$81,421$0$169,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$169,140
Expenses per Audited Statements$162,734
Total Expenses per Audited Statements$162,734
Expenses Not Reported on Financial Statements$6,406
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Healthcare Education and Simulation IncMadison, WI501(c)(3)Quality & Safety Initiatives$9,000
Bellin College IncGreen Bay, WI501(c)(3)Quality & Safety Initiatives$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Wisconsin Hospital Association, Inc.$16,166
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committee has the power to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the audit committee and full board of directors of wisconsin hospital association, inc., a related party to the wha foundation, inc. Who has direct control of the organization, prior to the return being filed with the internal revenue service.”

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

“The conflict of interest policy of wisconsin hospital association, inc. As a related party and direct controlling entity of the wha foundation, inc. Applies to the organization. Annually trustees sign off on a code of ethics consent form of which the conflict of interest policy is a part. Trustees with an actual or perceived conflict of interest are recused from discussion and voting on the matter to which the conflict relates.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Wha Foundation Inc
EIN
39-6125163
Phone
6082741820
Address
5510 RESEARCH PARK DRIVE, FITCHBURG, WI 53711

Signing Officer

Name
Brian Potter
Title
Authorized Agent
Phone
6082741820
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Borgerding
Formed
1968
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
John Hemming
Phone
6082741980
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is required to assess whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The foundation has determined there are no amounts to record as assets or liabilities related to uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment manager fees -6,406.”

Raw XML AppendixShowing 400 of 505 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0HEALTH CARE WORKFORCE DEVELOPMENT - ADDRESSING THE WORKFORCE NEEDS OF WISCONSIN HEALTH CARE PROVIDERS HAS BEEN A FOCUS OF THE FOUNDATION OVER THE PAST DECADE. MOST RECENTLY, THE FOUNDATION PROVIDED FUNDING TO DEVELOP, LAUNCH AND MAINTAIN THE BACHELOR OF SCIENCE IN NURSING (BSN) COMPLETION PROGRAM (WEBSITE HTTP://BSN.WHA.ORG). THIS SITE PROVIDES NURSES LOOKING TO TAKE THE NEXT STEP IN THEIR EDUCATION AND MOVE FROM AN ASSOCIATE'S DEGREE TO A BACHELOR'S DEGREE WITH ONE, ONLINE LOCATION TO LEARN MORE ABOUT EACH BSN COMPLETION PROGRAM THAT RECRUITS AND ENROLLS WISCONSIN NURSES. THE FOUNDATION ALSO SUPPORTS THE ANNUAL FOUNDATION SCHOLARS PROGRAM, PROVIDING TWO ANNUAL SCHOLARSHIPS TO EACH OF THE 16 TECHNICAL COLLEGES IN WISCONSIN. THE UNIQUE TWIST IS THE SCHOLARSHIP COVERS EXPENSES INCURRED IN THE STUDENT'S FINAL SEMESTER, TO ASSIST AND ENCOURAGE STUDENTS TO MAKE THAT ONE FINAL PUSH TOWARD GRADUATION AND A CAREER IN HEALTH CARE. SINCE ITS INCEPTION IN 2003, MORE THAN 475 SCHOLARSHIPS HAVE BEEN AWARDED, WORTH MORE THAN $700,000.
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IRS990/MissionDesc0THE WHA FOUNDATION, INC. WAS FORMED TO CARRY ON EDUCATIONAL, LITERARY, RESEARCH, AND CHARITABLE PROGRAM RELATED TO THE FIELD OF HEALTH, INCLUDING BUT NOT LIMITED TO HOSPITAL CARE AND ADMINISTRATION, WITH THE FOLLOWING SPECIFIC OBJECTS: TO ASSIST THE HEALTH CARE SYSTEM IN INSURING THAT IT HAS ADEQUATE WORKFORCE TO MEET THE NEEDS OF WISCONSIN'S CITIZENS; TO CONDUCT AND SPONSOR EDUCATIONAL PROGRAMS OF ALL TYPES FOR TRAINING OF HEALTH CAREER PERSONNEL AND CONSUMERS INTERESTED IN A BETTER UNDERSTANDING OF THE HEALTH CARE SYSTEM; TO FOSTER THE ACCUMULATION AND EXCHANGE OF HEALTH INFORMATION AND TO PUBLISH AND DISSEMINATE SUCH INFORMATION; TO ASSIST, SPONSOR, AND ENCOURAGE INDIVIDUALS PURSUING AN EDUCATION IN HEALTH CAREERS, SCIENTIFIC RESEARCH, AND LITERARY ENDEAVOR BY PROVIDING SCHOLARSHIPS AND GRANTS-IN-AID OR MAKING LOANS TO WORTHY INDIVIDUALS IN PURSUIT OF THESE OBJECTS; TO SUPPORT THE MISSION OF WISCONSIN HOSPITAL ASSOCIATION, INC. AND ITS AFFILIATED RELATED ORGANIZATIONS.
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM FUNDING FOCUSED ON HEALTH CARE QUALITY & SAFETY INITIATIVES, HEALTH CARE WORKFORCE DEVELOPMENT INITIATIVES, AND COLLABORATIVE COMMUNITY HEALTH INITIATIVES THAT HAVE A STATEWIDE IMPACT:HEALTH CARE QUALITY & SAFETY INITIATIVES - THE FOUNDATION HAS SUPPORTED A VARIETY OF QUALITY AND SAFETY INITIATIVES FOR MORE THAN 10 YEARS, STARTING WITH THE FUNDING TO DEVELOP, LAUNCH AND UPGRADE CHECKPOINT, THE FIRST PUBLIC WEBSITE TO PROVIDE CONSUMERS WITH CLINICAL QUALITY MEASURES AND ERROR PREVENTION PRACTICES FOR ALL HOSPITALS IN WISCONSIN. MOST RECENTLY, IN 2014, THE FOUNDATION PROVIDED FUNDING FOR START-UP COSTS AND FIVE PARTIAL SCHOLARSHIPS FOR THE QUALITY RESIDENCY PROGRAM, CO-SPONSORED BY WISCONSIN HOSPITAL ASSOCIATION (WHA) AND THE RURAL WISCONSIN HEALTH COOPERATIVE. THIS PROGRAM IS DESIGNED TO ENGAGE NEW AND NOVICE HOSPITAL QUALITY IMPROVEMENT DIRECTORS IN A TWO-YEAR TRACK OF EDUCATION, LEADERSHIP TRAINING AND NETWORKING. IN ADDITION, BEGINNING IN 2016, THE FOUNDATION PROVIDED FUNDING FOR THE DEVELOPMENT OF A SCHOLARSHIP PROGRAM TO COVER THE COST OF HOSPITAL TEAMS PARTICIPATING IN SIMULATION TRAINING AT ONE OF FIVE PARTNERING SIMULATION LABS IN WISCONSIN. IN 2016, ALL SCHOLARSHIP RECIPIENTS FOCUSED ON OB-RELATED SCENARIOS. THE PROGRAM CONTINUES INTO 2017, WITH ALL RECIPIENTS FOCUSING ON SEVERE SEPSIS/SEPTIC SHOCK SCENARIOS OR ON PEDIATRIC TRAUMA SCENARIOS.COLLABORATIVE COMMUNITY HEALTH INITIATIVES - THE WHA FOUNDATION SUPPORTS COMMUNITY HEALTH INITIATIVES CREATED IN PARTNERSHIP WITH WHA MEMBERS THROUGH ITS ANNUAL GLOBAL VISION COMMUNITY PARTNERSHIP AWARD. THIS AWARD WAS ESTABLISHED IN 1993 WITH THE INTENTION OF PROVIDING RECOGNITION AND FINANCIAL SUPPORT TO INNOVATIVE AND COLLABORATIVE INITIATIVES THAT MEET A COMMUNITY'S HEALTH NEEDS. A TOTAL OF 50 GLOBAL VISION AWARDS HAVE BEEN PRESENTED SINCE ITS INCEPTION, AND THE AWARD INCLUDES A $2,500 UNRESTRICTED GRANT FOR EACH WINNING INITIATIVE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt029000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0151612
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt088873
IRS990/PYInvestmentIncomeAmt079122
IRS990/PYOtherExpensesAmt080143
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt061718
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0169016
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0230734
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0101217
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0150000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047004
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08943
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE WHA FOUNDATION, INC. REQUESTED AND RETAINED A COPY OF THE WISCONSIN HOSPITAL ASSOCIATION, INC. (WHA) IRS DETERMINATION LETTER WHEN SUPPORT WAS ESTABLISHED. THE TAX PREPARER OF THE FOUNDATION IS ALSO THE TAX PREPARER OF WHA AND ANNUALLY, STARTING IN 2014, COMPLETED A PRO FORMA SCHEDULE A, PART III TO ENSURE THAT THE SUPPORTED ORGANIZATION MET THE PUBLIC SUPPORT TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE WHA FOUNDATION, INC. ENSURES THAT SUPPORT FROM THE FOUNDATION IS USED SOLELY FOR CHARITABLE PURPOSES THROUGH COMMON BOARD MEMBERS AND COMMON MANAGEMENT WITH WISCONSIN HOSPITAL ASSOCIATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390969552
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WISCONSIN HOSPITAL ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06406
IRS990ScheduleD/ExpensesSubtotalAmt0162734
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06406
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-187892
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0152001
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM WISCONSIN HOSPITAL ASSOCIATION, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO WISCONSIN HOSPITAL ASSOCIATION, INC.
IRS990ScheduleD/OtherRevenueAmt0-6406
IRS990ScheduleD/RevenueNotReportedAmt0-194298
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0270357
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGER FEES -6,406.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0152001
IRS990ScheduleD/TotalExpensesPerForm990Amt0169140
IRS990ScheduleD/TotalLiabilityAmt016166
IRS990ScheduleD/TotalRevenuePerForm990Amt0270357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt076059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0162734
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt058719
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HEALTH CARE WORKFORCE DEVELOPMENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt032
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt19000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0QUALITY & SAFETY INITIATIVES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1QUALITY & SAFETY INITIATIVES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BELLIN COLLEGE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CENTER FOR HEALTHCARE EDUCATION AND SIMULATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391620530
IRS990ScheduleI/RecipientTable/RecipientEIN1271081808
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03201 EATON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13001 W BELTLINE HWY SUITE 305
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREEN BAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054311
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153713
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECIPIENTS MUST BE ELIGIBLE UNDER THE FOUNDATION'S BYLAWS BY EVIDENCING THAT THE PROJECT IS IN RESPONSE TO A VALID COMMUNITY NEED, THAT THE AGENCY HAS CAPACITY TO ACCOMPLISH THE GOALS OF THE PROJECT, THAT THE PROJECT IS CONSISTENT WITH THE GOALS OF THE WHA FOUNDATION, INC., THAT THE RECIPIENT IS ABLE TO PROVIDE CONTINUED SUPPORT IN THE AREA FOR WHICH GRANT FUNDS ARE USED, AND THAT THE PROJECT IS IN FURTHERANCE OF PUBLIC POLICY OBJECTIVES PERTAINING TO THE WISCONSIN HEALTH CARE SYSTEM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0195600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0640150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt021600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt034598
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0209627
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC BORGERDING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01101575
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0WISCONSIN HOSPITAL ASSOCIATION, INC., A RELATED PARTY OF THE WHA FOUNDATION, INC., HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2018 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $193,770 TO THE PLAN FOR ERIC BORGERDING.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND FULL BOARD OF DIRECTORS OF WISCONSIN HOSPITAL ASSOCIATION, INC., A RELATED PARTY TO THE WHA FOUNDATION, INC. WHO HAS DIRECT CONTROL OF THE ORGANIZATION, PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY OF WISCONSIN HOSPITAL ASSOCIATION, INC. AS A RELATED PARTY AND DIRECT CONTROLLING ENTITY OF THE WHA FOUNDATION, INC. APPLIES TO THE ORGANIZATION. ANNUALLY TRUSTEES SIGN OFF ON A CODE OF ETHICS CONSENT FORM OF WHICH THE CONFLICT OF INTEREST POLICY IS A PART. TRUSTEES WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST ARE RECUSED FROM DISCUSSION AND VOTING ON THE MATTER TO WHICH THE CONFLICT RELATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0391389990
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1473508182
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TECHNICAL HOSPITAL CONSULTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1DATA REPORTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WHA FINANCIAL SOLUTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1PHYSICIAN COMPASS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05510 RESEARCH PARK DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt15510 RESEARCH PARK DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FITCHBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1FITCHBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053711
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd153711
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN HOSPITAL ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390969552
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HIGH QUALITY HEALTH CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05510 RESEARCH PARK DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FITCHBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,471,944
Liabilities
$16,166
Net assets
$1,455,778
Revenue
$270,357
Expenses
$169,140
Net income
$101,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.04$0.17$0.21$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.03$0.11$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.18$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.05$0.44$0.39
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.19$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.46$0.27$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.02$1.54$0.23$0.17$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.05$1.37$0.04$0.36$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.54$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.51$0.17$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.61$0.15$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.72$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.06$0.73$0.17