Civic Intelligence

Rogers Behavioral Health - Illinois Inc

EIN 93-2710408 • 501(c)3 • Oconomowoc, WI

990-N CoverageNTEE F30

Profile

We provide highly effective mental health and addiction treatment that helps people reach their full potential for health and well-being.

34700 Valley RoadOconomowoc, WI 53066

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.85x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$1,101,336

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$16,059,077

No earlier filing loaded for comparison.

Liabilities

$16,059,077

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

$8,660,706

No earlier filing loaded for comparison.

Expenses

$8,660,706

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2024: $16,059,077Liabilities 2024: $16,059,077Net Assets 2024: $02024

Highlighted filing

2024

Assets$16,059,077
Liabilities$16,059,077
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2024: $8,660,706Expenses 2024: $8,660,706Net Income 2024: $02024

Highlighted filing

2024

Revenue$8,660,706
Expenses$8,660,706
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$8,660,706
Mission and Program Overview

Mission

We provide highly effective mental health and addiction treatment that helps people reach their full potential for health and well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$0$8,335,941▲ $8,335,941
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$16,059,077▲ $16,059,077
Other Assets Total$0$7,723,136▲ $7,723,136
Liabilities
Other Liabilities$0$16,059,077▲ $16,059,077
Total Liabilities$0$16,059,077▲ $16,059,077
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$16,059,077▲ $16,059,077

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$999,533--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cynthia MeyerCEO/board Member
Jerry HalversonCMO/board Member
Stephanie Eken - Former AsstCMO/board Member (to 02/2024)
Sean Lenoue - Sr MedicalDirector/board Member
Chris JagoditzFormer CFO (to 03/2025)
Emily RussartVP Accounting/controller
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,660,706
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,660,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$324,765--$324,765
Office Expenses$178--$178
Total Functional Expenses$8,660,706$0$0$8,660,706
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 Rogers Behavioral Management, LLC$8,335,763
Due to Rogers Memorial Hospital, Inc.$6,716,435
Due to Rogers Behavioral Health Practice - Illinois P.c.$1,006,879
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The cfo of rogers behavioral health system completes a detailed review of the form 990 prior to making the 990 available to board members. The form 990 is made available to the board members electronically via the board's website for review prior to filing.

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

The directors and officers of rogers behavioral health - illinois, inc. Shall, should a conflict arise at any time, promptly disclose such conflict in writing to the chairperson of the board of directors; and in matters where a member has a conflict that requires a vote, abstain. Annually, the conflict of interest form will be submitted to the chairman of the board.

Form 990, Part VI, Section C, Line 19

Rogers behavioral health - illinois, inc. Does not make its governing documents or conflict of interest policy available to the public.

Filing and Contact Details

Filer

Filer Name
Rogers Behavioral Health -
EIN
93-2710408
Phone
2626464411
Address
34700 VALLEY ROAD, OCONOMOWOC, WI 53066

Signing Officer

Name
Eric Wittnebel
Title
Interim CFO
Phone
2626464411
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Meyer
Formed
2023
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Shelby Netz CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Neither the oversight process for the audit or the selection process of the independent accountant changed during the tax year.

Financial Statement Notes

PART X, LINE 2:

Rogers behavioral health - illinois, inc. Is a tax-exempt organization as described in section 501(c)(3) of the internal revenue code (the code) and is exempt from federal income taxes on related income pursuant to section 509(a)(2) of the code. The organization is also exempt from state income taxes on related income. Rogers behavioral health - illinois, inc. Files a form 990 (return of organization exempt from income tax) annually. When the return is filed it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions include such matters as the following: the tax exempt status of the entity and various positions relative to potential sources of unrelated business income tax (ubit). Ubit is reported on form 990t, as appropriate. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the positions will be sustained upon examination, including the resolution of appeals or litigation processes, if any.

Raw XML AppendixShowing 400 of 548 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt154398
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt350800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt441480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt56727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt225457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt31696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt4124358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt524785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CYNTHIA MEYER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JERRY HALVERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SEAN LENOUE - SR MEDICAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3CHRIS JAGODITZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4STEPHANIE EKEN - FORMER ASST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5EMILY RUSSART
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CMO/BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR/BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FORMER CFO (TO 03/2025)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4CMO/BOARD MEMBER (TO 02/2024)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5VP ACCOUNTING/CONTROLLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt50
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1647572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2514601
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4316004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5270700
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO IS PAID BY ROGERS MEMORIAL HOSPITAL, INC., A RELATED ORGANIZATION. ROGERS MEMORIAL HOSPITAL, INC. USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. ROGERS MEMORIAL HOSPITAL, INC., PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIRMENT PLAN TO ELIGIBLE EMPLOYEES. DURING 2024, CINDY MEYER, AND CHRIS JAGODITZ PARTICIPATED IN THIS PLAN. CINDY RECEIVED $195,000 IN SERP PAID OUT. CHRIS DID NOT HAVE AMOUNTS VESTED AND PAID DURING THIS TIME.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CFO OF ROGERS BEHAVIORAL HEALTH SYSTEM COMPLETES A DETAILED REVIEW OF THE FORM 990 PRIOR TO MAKING THE 990 AVAILABLE TO BOARD MEMBERS. THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS ELECTRONICALLY VIA THE BOARD'S WEBSITE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTORS AND OFFICERS OF ROGERS BEHAVIORAL HEALTH - ILLINOIS, INC. SHALL, SHOULD A CONFLICT ARISE AT ANY TIME, PROMPTLY DISCLOSE SUCH CONFLICT IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS; AND IN MATTERS WHERE A MEMBER HAS A CONFLICT THAT REQUIRES A VOTE, ABSTAIN. ANNUALLY, THE CONFLICT OF INTEREST FORM WILL BE SUBMITTED TO THE CHAIRMAN OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROGERS BEHAVIORAL HEALTH - ILLINOIS, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEITHER THE OVERSIGHT PROCESS FOR THE AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ROGERS BEHAVIORAL HEALTH SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROGERS BEHAVIORAL HEALTH SYSTEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROGERS MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ROGERS MEMORIAL HOSPITAL FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3ROGERS BEHAVIORAL HEALTH - GEORGIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ROGERS BEHAVIORAL HEALTH - WASHINGTON INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5ROGERS BEHAVIORAL HEALTH - COLORADO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6ROGERS BEHAVIORAL HEALTH - TENNESSEE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7ROGERS BEHAVIORAL HEALTH - PENNSYLVANIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0263902724
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391139101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2391363507
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3844421252
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4852221921
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5873488063
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6931964572
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7931964974
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI

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