Rogers Memorial Hospital Foundation Inc, operating under the name Rogers Behavioral Health Foundation, is located in Oconomowoc, WI. The organization was established in 1980. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rogers Behavioral Health Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2021, Rogers Behavioral Health Foundation generated $7.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.0% each year. All expenses for the organization totaled $5.6m during the year ending 07/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rogers Behavioral Health Foundation has awarded 23 individual grants totaling $22,761,180. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE ADVANCE TREATMENT, EDUCATION, ADVOCACY AND RESEARCH ON BEHALF OF PEOPLE WITH MENTAL HEALTH OR ADDICTION CHALLENGES, THEIR FAMILIES AND THE COMMUNITIES WE SERVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ROGERS MEMORIAL HOSPITAL FOUNDATION, INC. SUPPORTS PATIENTS AND PROGRAMS OF AFFILIATES OF ROGERS BEHAVIORAL HEALTH SYSTEM, INC. BY RAISING AND MANAGING PHILANTHROPIC INCOME. THROUGH DONATIONS PROVIDED BY INDIVIDUALS, CORPORATIONS, AND LOCAL FOUNDATIONS, ROGERS MEMORIAL HOSPITAL FOUNDATION, INC. SUPPORTS PROGRAMS SUCH AS THE FOLLOWING: PATIENT CONTINUATION SCHOLARSHIPS - OCCASIONALLY, PATIENTS ARE MAKING PROGRESS IN THEIR TREATMENT BUT THEIR INSURANCE AND PERSONAL RESOURCES MAY RUN OUT. EACH YEAR A NUMBER OF PATIENT CARE SCHOLARSHIPS ARE MADE AVAILABLE TO PATIENTS RECEIVING CARE IN ONE OF THE HOSPITAL'S RESIDENTIAL OR PARTIAL HOSPITALIZATION PROGRAMS WHO MEET THE ELIGIBILITY CRITERIA ESTABLISHED BY THE FOUNDATION. ANGEL FUND - THE ANGEL FUND ENABLES THE SOCIAL SERVICES STAFF AND THE FOUNDATION TO RESPOND TO SMALL, BUT URGENT, NEEDS OF THE PATIENTS THAT ENHANCE THEIR TREATMENT EXPERIENCE. SOME EXAMPLES INCLUDE WINTER COATS, HATS, AND GLOVES, PAJAMAS, SCHOOL UNIFORMS, BOARD GAMES, BOOKS, AND PERSONAL HYGIENE PRODUCTS AS WELL AS UNUSUAL MEDICATION NEEDS AND THE UNEXPECTED. THE ANGEL FUND ALSO PROVIDES DOLLARS TO INSURE THAT EVERY CHILD IN TREATMENT AT ANY ROGERS MEMORIAL HOSPITAL LOCATION RECEIVES A GIFT AND SPECIAL TREATS DURING THE HOLIDAY SEASON.SPIRITUAL CARE PROGRAM - THE SPIRITUAL CARE PROGRAM EXISTS TO EVALUATE, PLAN AND IMPLEMENT ONE-TO-ONE SUPPORT AND GROUP PROGRAMMING THAT WILL ENCOURAGE AND BRING HOPE, WHILE MEETING THE SPIRITUAL NEEDS OF PATIENTS. THE SPIRITUALITY COORDINATOR AND CHAPLAIN WORK HAND-IN-HAND WITH THE MEDICAL STAFF THROUGH PARTICIPATION IN THE MULTI-DISCIPLINARY TEAM APPROACH, AS WELL AS BY BUILDING PARTNERSHIPS WITH LEADERS OF OTHER FAITH COMMUNITIES FOR THE PURPOSE OF REFERRALS. THE FOUNDATION WORKS IN CONJUNCTION WITH THE SPIRITUALITY COORDINATOR TO RAISE 100% OF THE PROGRAM'S BUDGETARY NEEDS.HOSPITAL CAPITAL EXPANSION PROJECTS - THE SYSTEM IS DEDICATED TO EXPANDING AND UPDATING ITS FACILITIES TO IMPROVE THE QUALITY OF ITS PROGRAMS. THE FOUNDATION IS AN INTEGRAL PART OF RAISING FUNDS IN SUPPORT OF THESE EXPANSION PROJECTS.IN FISCAL YEAR 2021 THE FOUNDATION PROVIDED FUNDING FOR 500 REQUESTS FOR OUR ANGEL FUND WORTH $355,000; OVER 2,000 FREE DAYS OF CARE FOR $1,300,000. IN ADDITION THE FOUNDATION SUPPORTED THE ACCESS OF MORE THAN 6,000 PATIENTS TO SPIRITUAL CARE, THE EDUCATION OF COUNSELORS IN SCHOOLS AND YOUTH ORGANIZATIONS ACROSS WISCONSIN IN STIGMA REDUCTION AROUND MENTAL HEALTH, TWO CAPITAL PROJECTS, FIVE RESEARCH STUDIES, AND 12 SUPPORT GROUPS IN WISCONSIN, MINNESOTA, ILLINOIS AND FLORIDA.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Julie Ellenbecker Board Chair - Through 08/2020 | OfficerTrustee | 2 | $0 |
Kevin Konopa Board Chair - Started 09/2020 | OfficerTrustee | 2 | $0 |
Diem Nguyen Secretary | OfficerTrustee | 2 | $0 |
Nate Zastrow Treasurer | OfficerTrustee | 1 | $0 |
Brian Keeling Vice Chair | OfficerTrustee | 2 | $0 |
Patrick Hammer CEO - Rbhs | Officer | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $301,004 |
Related organizations | $2,700,000 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $3,956,307 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $6,957,311 |
Total Program Service Revenue | $0 |
Investment income | $259,244 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $303,576 |
Net Income from Fundraising Events | -$23,210 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $7,496,921 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $5,155,000 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $39,543 |
Fees for services: Other | $48,826 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $5,640,659 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $712,894 |
Savings and temporary cash investments | $9,615,131 |
Pledges and grants receivable | $4,835,896 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $20,150,875 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $35,314,796 |
Accounts payable and accrued expenses | $304,037 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $420,610 |
Total liabilities | $724,647 |
Net assets without donor restrictions | $18,671,563 |
Net assets with donor restrictions | $15,918,586 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $35,314,796 |
Over the last fiscal year, Rogers Memorial Hospital Foundation Inc has awarded $5,155,000 in support to 3 organizations.
Grant Recipient | Amount |
---|---|
Oconomowoc, WI PURPOSE: PROVIDE FOR FIXED ASSETS RESTRICTED BY DONORS. | $2,080,000 |
Oconomowoc, WI PURPOSE: PROGRAM RELATED COSTS RESTRICTED BY DONOR AND PATIENT CARE GRANTS RESTRICTED BY DONORS. | $1,795,456 |
Oconomowoc, WI PURPOSE: TO PROVIDE ASSISTANCE TO ROGERS INHEALTH FOR COSTS TO PROMOTE AND INCREASE THE UNDERSTANDING OF RECOVERY TO MENTAL ILLNESS AND ADDICTIONS. | $1,279,544 |
Over the last fiscal year, we have identified 15 grants that Rogers Memorial Hospital Foundation Inc has recieved totaling $418,002.
Awarding Organization | Amount |
---|---|
Karin Bain And John Kukral Foundation Old Greenwich, CT PURPOSE: DENVER CLINIC DEVELOPMENT | $100,000 |
Daniel M Soref Rvoc Tr Milwaukee, WI PURPOSE: COACHING FOR SUCCESS PROJECT | $100,000 |
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Health | $45,000 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: MEDICAL / PUBLIC SERVICES | $25,000 |
Duane H And Dorothy M Bluemke Charitable Foundation Ltd Sturgeon Bay, WI PURPOSE: FOR MEDICAL RESEARCH | $25,000 |
Cedar Street Charitable Foundation Inc Milwaukee, WI PURPOSE: GENERAL | $25,000 |
Beg. Balance | $13,045,338 |
Earnings | $3,323,878 |
Net Contributions | $1,264,033 |
Ending Balance | $17,633,249 |
Organization Name | Assets | Revenue |
---|---|---|
Roofers Local 96 Health & Welfare Fund Bloomington, MN | $17,573,620 | $18,996,626 |
Vollrath Company Employee Health & Welfare Benefit Trust Sheboygan, WI | $1,493,056 | $18,329,364 |
Ohio Bricklayers Health And Welfare Fund Troy, MI | $39,451,516 | $19,388,993 |
Henry Ford Health System Foundation Detroit, MI | $411,181,841 | $16,717,457 |
Midmichigan Health Foundation Midland, MI | $38,469,192 | $3,599,995 |
Northern Minnesota-Wisconsin Area Retail Food Health & Welfare Fund Duluth, MN | $9,554,218 | $16,178,140 |
Childrens Hospital Of Michigan Foundation Detroit, MI | $153,035,262 | $18,796,884 |
Southern Illinois Laborers & Empl Health & Welfare Fund Marion, IL | $23,536,245 | $17,167,946 |
Reformed Benefits Association Grand Rapids, MI | $9,561,157 | $15,087,077 |
Bronson Properties Corporation Kalamazoo, MI | $80,947,112 | $15,014,502 |
Manatts Inc Group Health Plan & Tr Brooklyn, IA | $3,919,154 | $13,220,530 |
Kalamazoo Steamfitters & Pipefitter S Local 357 Health & Welfare Fund Bingham Farms, MI | $17,296,602 | $13,659,462 |