2023-12-19T13:57:36-06:00 2022-12-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-01-01 391433107 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC RONA 4144755333 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 DAVID FRIEDER TREASURER 4144755333 2023-12-07 DAVID FRIEDER 999009999 0 JILL M BOYLE CPA P01246734 2627549400 2023-12-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ANN PETRIE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 53226 11881631 0 X RMHC-EASTERNWI.ORG X 1982 WI TO KEEP FAMILIES TOGETHER AND PROMOTE THE HEALTH AND WELL-BEING OF CHILDREN. 23 23 46 350 0 0 7494036 6332145 0 0 1324781 421229 155260 -122222 8974077 6631152 0 0 0 0 1341911 1500677 153221 184070 396056 1697139 2004502 3192271 3689249 5781806 2941903 44058995 44094170 1419106 1047755 42639889 43046415 X RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. KEEPS FAMILIES TOGETHER AND PROMOTES THE HEALTH AND WELL-BEING OF CHILDREN. THE ORGANIZATION PROVIDES A HOME ENVIRONMENT AND SUPPORTIVE FAMILY PROGRAMS. 0 0 2837067 HOUSE PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES GUEST ROOMS AND OFFERS SUPPORTIVE FAMILY PROGRAMS. SINCE 1984, MORE THAN 51,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THIS RONALD MCDONALD HOUSE "HOME". LAST YEAR, WE SERVED 1,835 FAMILIES. WHILE ABOUT 75% OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES TO SEEK THE LIFE-GIVING MEDICAL CARE AT CHILDREN'S WISCONSIN, ROGERS BEHAVIORAL HEALTH, AND OTHER AREA HOSPITALS. WE SERVE UP TO 70 FAMILIES EACH DAY AND WERE ABLE TO SERVE ALMOST EVERY FAMILY WHO NEEDED OUR HOUSE DURING 2022. ON AVERAGE, OUR FAMILIES STAY WITH US FOR JUST OVER 17 DAYS; HOWEVER OVER 53% FAMILIES STAY WERE FOR LONGER THAN 30 DAYS. EACH FAMILY WHO STAYS AT THE RMHC CAN STAY FOR AS LONG AS THEIR CHILD IS RECEIVING MEDICAL TREATMENT. WE SUGGEST A DONATION OF $20 A NIGHT FROM OUR FAMILIES, WHEN THE COST IS OVER $115 PER NIGHT. LAST YEAR, ONLY 17% OF OUR FAMILIES WERE ABLE TO CONTRIBUTE THE SUGGESTED $20 A NIGHT, HOWEVER, NO ONE IS EVER TURNED AWAY FOR THEIR INABILITY TO PAY. THE MAJORITY OF OUR SUPPORT COMES FROM PRIVATE FUNDING THROUGH SPECIAL EVENTS AND DONORS. ALTHOUGH THE MCDONALD'S CORPORATION DOES NOT PROVIDE DIRECT FINANCIAL SUPPORT, THE MCDONALD'S OWNER/OPERATORS AND ITS CUSTOMERS IN SOUTHEASTERN AND NORTHEASTERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN GENEROUSLY PROVIDE SUPPORT THROUGH VARIOUS FUNDRAISING ACTIVITIES INCLUDING DONATION BOXES AT MCDONALD'S RESTAURANTS. LAST YEAR, THESE IMPORTANT EFFORTS CONTRIBUTED TO ABOUT 5% OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF OVER 350 VOLUNTEERS. EVERY SINGLE DAY, OUR VOLUNTEERS HELP KEEP THE HOUSE RUNNING SMOOTHLY AND EFFICIENTLY THROUGH A HOST OF RESPONSIBILITIES INCLUDING ORIENTING OUR FAMILIES WHEN THEY CHECK IN, CLEANING THE ROOMS AFTER THEY CHECK-OUT, DRIVING THE SHUTTLE VAN TO AND FROM THE HOSPITAL, SMALL MAINTENANCE PROJECTS AND SHARING OUR STORY IN OUR COMMUNITY. WE WOULD NOT BE ABLE TO KEEP OUR DOORS OPEN WITHOUT OUR CARING AND LOVING VOLUNTEERS.THE RONALD MCDONALD HOUSE OFFERS MORE THAN A PLACE TO STAY. PARENTS AND CHILDREN FIND A WARM AND COMPASSIONATE ENVIRONMENT WITH MANY PROGRAMS AND INITIATIVES TO SUPPORT THEM DURING A VERY STRESSFUL TIME IN THEIR LIVES. IN ADDITION TO COMFORTABLE ROOMS, WE HAVE KITCHENS, A COMPUTER LAB, LAUNDRY FACILITIES, PLAY AREAS AND A REFLECTION ROOM. WE ARE ALSO PROUD OF OUR PROGRAMS AND A FEW HIGHLIGHTS FROM LAST YEAR INCLUDE: SINCE MARCH OF 2020, THE COVID PANDEMIC RESULTED IN ADDITIONAL RESTRICTIONS PUT IN PLACE TO MINIMIZE THE VIRAL SPREAD. WE PROUDLY WERE ABLE TO REMAIN OPEN AND CONTINUE WELCOMING FAMILIES TO RMHC. ALTHOUGH OUR OPERATIONS HAVE BEEN DIFFERENT DUE TO COVID PROTOCOLS, IN 2022, WE WERE STILL ABLE TO OFFER COMPASSIONATE CARE TO 1,835 FAMILIES FOR 15,953 NIGHTS.FAMILY DINNER PROGRAM - THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. WE WERE ABLE TO PROVIDE 284 MEALS TO OUR FAMILIES IN 2022, INCLUDING VOLUNTEER-PREPARED LUNCHES-2-GO AND MAKE-AHEAD MEALS.EXPRESSIVE THERAPY - OUR ART THERAPISTS USE A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. THERAPISTS PROVIDE SUPPORT AND A SAFE PLACE FOR FAMILIES TO REFLECT ON THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS OR INJURY AND ITS AFFECT ON THE ENTIRE FAMILY USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION. THE RESULTS HAVE BEEN INSPIRING. OUR FAMILIES HAVE OPENED UP THEIR HEARTS, EXPLORED THEIR FEARS AND SADNESS AND ALLOWED THEIR EMOTIONAL NEEDS TO BE HEARD WHILE REBUILDING A SENSE OF WELL-BEING AND HOPE. PET THERAPY - THIS PROGRAM PROVIDES THE OPPORTUNITY TO HEAL THROUGH ANIMAL ASSISTED THERAPY. IT PROMOTES SOCIAL AND EMOTIONAL SUPPORT PROVIDED BY SPECIALLY TRAINED PROFESSIONALS. DOGS AND THEIR RESPECTIVE HANDLERS VISIT THE RONALD MCDONALD HOUSE MULTIPLE TIMES EACH WEEK. IN 2022, WE HAD 152 SUCH VISITS.SECRET GARDEN - ADJACENT TO THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATER ELEMENT AND A PATIO EQUIPPED WITH GAS GRILLS. OUR FAMILIES FIND SOLACE AND FRESH AIR IN THE BEAUTIFUL ENVIRONMENT. THE GARDEN IS MAINTAINED AND CARED FOR BY 18 VOLUNTEER MASTER GARDENERS WHO PLANT, PRUNE, WEED, AND CARE ON A DAILY BASIS TO KEEP IT PRISTINE AND BEAUTIFUL. IN 2022, 523 OF VOLUNTEER HOURS WERE PROVIDED TO MAINTAIN THE GARDEN. FIFTEEN GARDEN EDUCATION CLASSES TOOK PLACE IN 2022. THE SECRET GARDEN WAS A RESPITE DURING THE YEAR WHEN COVID PREVENTED US FROM HAVING LIVE INDOOR PROGRAMING. ABOVE ALL, THE RONALD MCDONALD HOUSE OFFERS THE EMOTIONAL SUPPORT AND COMMON FRIENDSHIP OF OTHER FAMILIES IN VERY SIMILAR SITUATIONS OF HAVING AN ILL OR INJURED CHILD IN THE HOSPITAL. 16384 HOSPITALITY CART - OUR BIG, BRIGHT, HAPPY WHEELS HOSPITALITY CART BRINGS CHEER TO CHILDREN'S WISCONSIN (CW) FAMILIES. IN 2022, THE HAPPY WHEELS CART MADE 152 TRIPS THROUGHOUT THE HOSPITAL, DELIVERING SNACKS, TOYS, BOOKS AND OTHER ITEMS TO 2,670 PATIENTS AND FAMILIES. 89313 FAMILY ROOM PROGRAM - IN AUGUST OF 2021, THE ORGANIZATION'S FIRST FAMILY ROOM PROGRAM OPENED. LOCATED WITHIN THE ROGERS BEHAVIORAL HEALTH'S LADISH FAMILY CENTER ON ITS OCONOMOWOC CAMPUS, THIS 2,500 SQUARE FOOT SPACE OFFERS FAMILIES RESPITE, SNACKS, BEVERAGES, GAMES AND OTHER AMENITIES AS THEY SUPPORT THEIR CHILD IN THEIR HEALTH JOURNEY. DURING 2022, 404 FAMILIES MADE A TOTAL OF 4,459 VISITS TO THE FAMILY ROOM. 2942764 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI MI IL X X LAURIE BERTRAND-PRESIDENTCEO 4144755333 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 ANDREA JONAS CHAIRPERSON 4.00 X X 0 0 0 LINDSEY PEARSON VICE-CHAIRPERSON 2.00 X X 0 0 0 DAVID FRIEDER TREASURER 3.00 X X 0 0 0 JOSHUA CARLSON SECRETARY 2.00 X X 0 0 0 PETER BARTZ DIRECTOR 2.00 X 0 0 0 DENNIS BUCHAN DIRECTOR 2.00 X 0 0 0 ANNE HORTER DIRECTOR 2.00 X 0 0 0 SANDRA EVANS DIRECTOR 3.00 X 0 0 0 DAVID SANDSTROM DIRECTOR 2.00 X 0 0 0 DAN GEIGLER DIRECTOR 3.00 X 0 0 0 RASHI KHOSLA DIRECTOR 2.00 X 0 0 0 STEVE KILIAN DIRECTOR 2.00 X 0 0 0 CHRISTOPHER NICKELS DIRECTOR 2.00 X 0 0 0 TODD JONES DIRECTOR 2.00 X 0 0 0 SCOTT TURNER DIRECTOR 2.00 X 0 0 0 GARY ZIMMERMAN DIRECTOR 3.00 X 0 0 0 JENNIFER GRAYSON DIRECTOR 2.00 X 0 0 0 ROBERT LEHR DIRECTOR 2.00 X 0 0 0 JAMIE LOGSDON DIRECTOR 2.00 X 0 0 0 STACEY MURPHY DIRECTOR 2.00 X 0 0 0 MATTHEW PESCHKE DIRECTOR 2.00 X 0 0 0 JEFF STEREN DIRECTOR 2.00 X 0 0 0 MELANIE RICKS DIRECTOR 2.00 X 0 0 0 ANN PETRIE PRESIDENT/CEO RETIRED 1/31/23 55.00 X 238022 0 25786 LAURIE BERTRAND PRESIDENT/CEO 55.00 X 24655 0 5501 BRIDGET KESNER DIRECTOR OF PHILANTHROPY 45.00 X 107183 0 3215 369860 0 34502 2 0 1 0 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILING 184070 1 33308 1277516 239200 4782121 590298 6332145 216456 216456 5133530 4824725 104032 308805 -104032 204773 204773 199500 1277516 321722 -122222 -122222 6631152 0 0 299007 293964 235172 29396 29396 1079994 785490 171590 122914 25455 16818 3674 4963 101264 66904 14616 19744 19665 19665 184070 184070 19961 19961 53019 47717 5302 20363 16290 4073 23701 21331 2370 193717 184031 9686 1732 866 866 20036 17031 3005 589600 583704 5896 164688 161688 3000 SUPPLIES 513500 462150 51350 HOUSE MAINTENANCE 242629 240202 2427 OTHER EXPENSES 75260 47600 2868 24792 TELEPHONE 36593 31104 4757 732 30038 25532 4506 3689249 2942764 350429 396056 1659234 981335 9180962 3042423 1134998 1497190 18978 16328 32930217 5833693 18788919 27096524 13275904 11460370 44058995 44094170 919644 868717 125000 0 135262 179038 239200 0 1419106 1047755 X 38818169 40628728 3821720 2417687 42639889 43046415 44058995 44094170 2941903 -2535377 0 X X 0 1 X 1 0 X 4230896 5419558 3970765 7494036 6332145 27447400 4230896 5419558 3970765 7494036 6332145 27447400 736439 26710961 302900 341432 296476 231618 216456 1388882 329319 248563 96320 155260 829462 29665744 0.90040 0.88620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS REVENUE FROM FUNDRAISING EVENTS MERCHANDISE SALES - 2018 AMOUNT: $ 196,808. 2019 AMOUNT: $ 248,563. 2020 AMOUNT: $ 96,320. 2021 AMOUNT: $ 155,260. INSURANCE PAYMENTS - 2018 AMOUNT: $ 132,511. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2500000 311923 311923 2500000 2500000 276812 276812 2500000 2500000 267105 267105 2500000 2366233 397821 264054 2500000 2636476 -248811 21432 2366233 0.67330 0.30800 0.01870 0 0 911468 911468 28536926 4282704 24254222 101055 68141 32914 3380768 1482848 1897920 27096524 4214191 -2535377 120895 17482 -2397000 6611191 19961 19961 6631152 3807665 120895 17482 138377 3669288 19961 19961 3689249 PART V, LINE 4: THE TEMPORARY RESTRICTED FUNDS WILL BE USED FOR ITEMS AS DESIGNATED BY THE DONORS. THE FUNDS THAT WERE PERMANENTLY RESTRICTED BY THE DONORS WILL BE KEPT IN PRINCIPAL AND ONLY THE INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. THE BOARD OF DIRECTORS HAS APPROVED A MINIMUM BALANCE FOR INVESTMENTS, SO THIS AMOUNT WILL ALSO BE KEPT IN PRINCIPAL AND ONLY INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,482. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,482. X X X X X X 1 TRUE SENSE MARKETING 155 COMMERCE DRIVE FREEDOM PA 15042 DIRECT MAILING 1 282972 108894 174078 282972 108894 174078 WI MI IL GALA EVENT 512580 465925 46655 6809 53107 61176 CHRISTMAS EVENT 146066 109251 36815 855 3973 50832 5 818370 702340 116030 6180 17353 121437 1477016 1277516 199500 855 12989 74433 233445 321722 -122222 X X X X 0 0 0 0 0 0 0 0 0 ANN PETRIE PRESIDENT/CEO RETIRED 1/31/23 201522 0 36500 0 0 0 6309 0 19477 0 263808 0 0 0 X 10 125461 FAIR MARKET VALUE X 84 14682 X WISHLIST ITEMS 641 297438 FAIR MARKET VALUE X EVENT SUPPLIES 70 152717 FAIR MARKET VALUE 0 1 0 AMENDED RETURN STATEMENT THE RETURN IS BEING AMENDED TO ADD FIVE BOARD MEMBERS THAT WERE OMITTED FROM THE ORIGINAL RETURN. AS A RESULT, PART VII NOW REPORTS FIVE ADDITIONAL DIRECTORS AND PART VI LINE 1A AND B HAVE BEEN UPDATED TO ADD THOSE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND MAKES IT AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST POLICY FORM AND INFORM MANAGEMENT OF ANY POTENTIAL CONFLICTS DURING THE YEAR. THE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR PRO-ACTIVELY IDENTIFYING CONFLICTS AND/OR POTENTIAL CONFLICTS AND ACTING ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE CONSULTS EXTERNAL COMPENSATION DATA TO DETERMINE COMPENSATION FOR THE PRESIDENT/CEO AND OTHER POSITIONS. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE AND THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND USES THE SAME REVIEW PROCESS, INCLUDING DISCUSSING THE STATEMENTS IN DEPTH DURING THEIR FINANCE COMMITTEE MEETING.