Rogers Memorial Hospital Foundation Inc
- Assets
- $43.9m
- Revenue
- $4.8m
- Investments
- $0.0
- Employees
- 0
- Location
- Oconomowoc, WI
- Founding
- 10/1980
- Data as of
- 12/2023
- EIN
- 39-1363507
Organization Overview
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 12/2023, Rogers Behavioral Health Foundation generated $4.8m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.3% each year. All expenses for the organization totaled $2.8m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rogers Behavioral Health Foundation has awarded 29 individual grants totaling $29,580,578. 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
2023
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 MEMORIALHOSPITAL FOUNDATION, INC. SUPPORTS PROGRAMS SUCH AS THE FOLLOWING: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, ANDPERSONAL HYGIENE PRODUCTS AS WELL AS UNUSUAL MEDICATION NEEDS AND THE UNEXPECTED. THE ANGEL FUND ALSO PROVIDES DOLLARS TO ENSURE 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 2023 THE FOUNDATION PROVIDED FREE DAYS OF CARE FOR CLOSE TO 400 PATIENTS FOR $1,821,000; CLOSE TO A 1,000 REQUESTS FOR THE ANGEL FUND WERE ANSWERED WORTH $506,000. 6,000 PATIENTS WERE ABLE TO BENEFIT THROUGH THE FOUNDATION SUPPORTED SPIRITUAL CARE PROGRAM (INDIVUAL CONSULTS, GROUP SESSIONS, SERVICES). OTHER AREAS OF SUPPORT: COACHING OF YOUTH LEADERS AND SCHOOL COUNSELORS IN MILWAUKEE AND SHEBOYGAN HOW TO DEAL WITH MENTAL HEALTH CHALLENGES IN THEIR RESPECTIVE ENVIRONMENT AND SUPPORTING THE ONGOING RESEARCH OF THE ROGERS RESEARCH CENTER IN GENETIC, DATANAYLSIS, AND NEUROSCIENCE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eddie Tomaich Board Member | Trustee | 1 | $0 |
Kevin Konopa Board Chair | OfficerTrustee | 2 | $0 |
Brian Keeling Vice Chair | OfficerTrustee | 2 | $0 |
Myriem Bennani Secretary | OfficerTrustee | 2 | $0 |
Nate Zastrow Treasurer | OfficerTrustee | 1 | $0 |
Anne Schumaker Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $2,212,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,187,309 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,399,309 |
| Total Program Service Revenue | $0 |
| Investment income | $410,522 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $25,129 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,834,960 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,566,120 |
| 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 | $14,062 |
| Fees for services: Other | $0 |
| 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 | $2,842,595 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,674,001 |
| Savings and temporary cash investments | $7,225,996 |
| Pledges and grants receivable | $5,057,773 |
| 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 | $27,958,081 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,100 |
| Total assets | $43,921,951 |
| Accounts payable and accrued expenses | $247,596 |
| 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 | $37,208 |
| Total liabilities | $284,804 |
| Net assets without donor restrictions | $26,470,880 |
| Net assets with donor restrictions | $17,166,267 |
| 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 | $43,921,951 |
Grants Awarded
Over the last fiscal year, Rogers Memorial Hospital Foundation Inc has awarded $1,566,120 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
ROGERS MEMORIAL HOSPITAL INC PURPOSE: PROGRAM RELATED COSTS RESTRICTED BY DONOR AND PATIENT CARE GRANTS RESTRICTED BY DONORS. | $720,940 |
ROGERS MEMORIAL HOSPITAL INC PURPOSE: TO PROVIDE ASSISTANCE TO THE INHEALTH AND RESEARCH DEPARTMENTS FOR COSTS TO PROMOTE AND INCREASE THE UNDERSTANDING OF RECOVERY TO MENTAL ILLNESS AND ADDICTIONS AND RESEARCH. | $425,180 |
ROGERS MEMORIAL HOSPITAL INC PURPOSE: PROVIDE FOR FIXED ASSETS RESTRICTED BY DONORS. | $420,000 |