2025-05-15T09:35:50+00:00 2024-06-30 135565207 KPMG LLP 191 West Nationwide Blvd Suite 500 Columbus OH 432152568 990 2023-07-01 391431192 Froedtert Hospital Foundation Inc FROE 4147770929 9200 WEST WISCONSIN AVE MILWAUKEE WI 53226 Alicia M Maitland SVP - Finance 2025-05-15 true true Mollie P Longhouse P00294881 6142492300 2025-05-15 2023 2025-03-06 01:10:19Z LORELEE HOOD 9200 WEST WISCONSIN AVE MILWAUKEE WI 53226 27845763 false X WWW.FROEDTERT.COM/GIVING/FOUNDATION X 1991 WI DEVELOP AND GROW PHILANTHROPIC RESOURCES TO OPTIMIZE THE INITIATIVES OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC. (FMLH) TO IMPROVE PATIENT OUTCOMES. 13 10 0 10 0 0 3617888 2793380 0 0 919729 1413239 -25914 -29487 4511703 4177132 1126210 1553066 0 0 0 0 406075 766163 738996 1892373 2292062 2619330 1885070 30676221 34350056 164561 141133 30511660 34208923 TO DEVELOP AND GROW PHILANTHROPIC RESOURCES TO OPTIMIZE THE INITIATIVES OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC. (FMLH) TO IMPROVE PATIENT OUTCOMES, WITH SPECIFIC SUPPORT FOR CLINICAL RESEARCH, CLINICAL CENTERS OF EXCELLENCE, PATIENT CARE, AND RELATED CAPITAL, HEALTH AND COMMUNITY HEALTH EDUCATION PROGRAMS. false false 1553066 1553066 THE FROEDTERT HOSPITAL FOUNDATION, INC. RAISES REVENUE TO SUPPORT VARIOUS HEALTH CARE RELATED SERVICES AND ACTIVITIES OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., SUCH AS HOSPITAL OPERATIONS, RESEARCH AND EDUCATION. 1553066 true true false false false false false false true false false false false false true false true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 0 0 0 false false false false false true true false false false false false false X 13 10 true false false false true true true true true false false true true true true true true true true false CA CO DC FL GA AL HI IL KY LA ME AK MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA SC TN UT WA WV WI X X DAVID DIRKSMEYER 4148053000 N74 W12501 LEATHERWOOD CT MENOMONEE FALLS WI 53051 Adam Smith Director & Treasurer 1.0 49.0 X X 0 416956 71989 Janine Geske Director & BOD Secretary 1.0 0 X X 0 0 0 Kip Ritchie Director & BOD Chair 1.0 0 X X 0 0 0 Raven Jemison Director & BOD V. Chair (Term Jan24) 1.0 0 X X 0 0 0 Sylvia Ameen Director & Executive Director (Term Apr24) 1.0 0 X X 0 0 0 Allen Ericson Director & FMLH Interim Pres (Start Apr24) 1.0 49.0 X 0 875006 174074 Andrea Schneider Director 1.0 0 X 0 0 0 Anne Zizzo Director 1.0 1.0 X 0 0 0 Catherine Jacobson Director & FTCH President/CEO 1.0 49.0 X 0 5872993 318276 Christopher G Goller Director 1.0 0 X 0 0 0 David Marcus Director 1.0 0 X 0 0 0 Edward 'Teddy' Werner Director 1.0 0 X 0 0 0 Eric Conley Director & FMLH President (Term Apr24) 1.0 49.0 X 0 1403238 212976 Jan Lennon Director 1.0 0 X 0 0 0 Michael Thometz Director 1.0 0 X 0 0 0 William C Coleman Director 1.0 0 X 0 0 0 Jeffrey Van De Kreeke Former - Officer (Treas) 0.0 50.0 X 0 196046 12200 0 8764239 789515 0 true true false 0 244866 2548514 83152 2793380 0 0 0 0 0 844068 844068 0 0 24081511 23512340 569171 0 569171 569171 126804 244866 156291 -29487 -29487 0 0 0 0 0 4177132 0 0 1383752 X 1553066 1553066 2708 2708 725749 0 326587 399162 UNCOLLECTIBLE PLEDGE EX 5679 5679 BANK CHARGES 3626 3626 GIFTS IN KIND OFFSET 1234 1234 0 0 0 0 2292062 1553066 332921 406075 657420 1525905 3718559 3946015 0 0 0 0 0 0 0 0 26300242 28878136 0 0 0 0 30676221 34350056 164561 141133 0 0 0 0 164561 141133 X 17617672 20045458 12893988 14163465 30511660 34208923 30676221 34350056 X 1885070 1226447 585746 X false true X true false X 1431201 1477889 3811047 3617888 2793380 13131405 0 0 1431201 1477889 3811047 3617888 2793380 13131405 1045693 12085712 703527 501382 532038 750795 844068 3331810 0 0 0 0 0 0 0 16463215 1141720 0.7341 0.7313 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16461764 1298309 963479 258024 738037 4065 17723426 13643803 2893118 824900 347728 454341 97988 16461764 13865321 1976096 -1073674 329530 791357 3053 13643803 12468124 145619 1501046 155673 98838 -5043 13865321 12604461 340465 33502 235821 271733 2750 12468124 0.9631 0.0369 0.0 false false 0 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ORGANIZATION MAINTAINS SEVERAL TYPES OF ENDOWMENT FUNDS. THE BOARD DESIGNATED/QUASI-ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE FINANCIAL NEEDS OF VARIOUS DEPARTMENTS AND PROGRAMS OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC. FOR PERMANENTLY RESTRICTED ENDOWMENT FUNDS, THE INTENT OF THE FUNDS DEPENDS ON THE RESTRICTION THAT APPLIES TO THAT PARTICULAR ENDOWMENT, AS PRESCRIBED BY THE DONOR. DEPENDING ON THE PARTICULAR ENDOWMENT, THE INTENDED USE INCLUDES FELLOWSHIPS, RESEARCH AND EDUCATIONAL RESOURCES FOR THE COMMUNITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FROEDTERT THEDACARE HEALTH, INC., THE PARENT ENTITY INTO WHICH THE FROEDTERT HOSPITAL FOUNDATION'S FINANCIAL RESULTS ARE CONSOLIDATED, APPLIES ASC NO. 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC NO. 740 PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC NO. 740, TAX POSITIONS ARE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. AS OF JUNE 30, 2024 AND 2023, FROEDTERT HOSPITAL FOUNDATION DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. Golf Outing 371670 244866 126804 3690 50359 38554 6475 57213 0 0 371670 244866 126804 3690 50359 38554 6475 57213 156291 -29487 true Froedtert Memorial Lutheran Hospital 9200 W Wisconsin Ave Milwaukee WI 53226 396105970 501(c)(3) 1553066 0 Support Research and Education 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOUNDATION MAINTAINS ELECTRONIC RECORDS/FILES OF ALL GRANT REQUESTS (APPROVED AND DENIED). RECORDS ARE KEPT ON EXPENDITURES FROM THOSE GRANTS AND REVIEWED TO MAKE SURE THAT THEY ARE IN COMPLIANCE WITH THE GRANT REQUEST. THE FOUNDATION DOES NOT HAVE A PROCESS IN PLACE TO PROVIDE FORMAL REPORTING FROM THE RECIPIENTS AS MOST GRANTS ARE VERY SMALL AND FOR VERY SPECIFIC USES (PURCHASE SOMETHING/ FUND A CONFERENCE). LARGER GRANTS (FOR CLINICAL RESEARCH, FOR EXAMPLE) ARE LINKED INTO OFFICE OF CLINICAL RESEARCH AND INNOVATIVE CARE COMPLIANCE (OCRICC) REVIEWS AND APPROVALS AND THERE IS A REQUIREMENT THAT THE STAFF CONDUCTING THE RESEARCH RECONNECT WITH THE FOUNDATION AND DONORS FOR PRESENTATIONS ON THEIR EFFORTS. true true false false false false false false false Adam Smith Director & Treasurer 0 314773 0 101071 0 1112 0 49435 0 22554 0 488945 0 0 Eric Conley Director & FMLH President (Term Apr24) 0 766153 0 494021 0 143064 0 176458 0 36518 0 1616214 0 115894 Allen Ericson Director & FMLH Interim Pres (Start Apr24) 0 564706 0 142952 0 167348 0 137340 0 36734 0 1049080 0 139594 Catherine Jacobson Director & FTCH President/CEO 0 1711053 0 1915129 0 2246811 0 280978 0 37298 0 6191269 0 2074559 Jeffrey Van De Kreeke Former - Officer (Treas) 0 0 0 0 0 196046 0 12200 0 0 0 208246 0 0 Schedule J, Part I, Line 3 COMPENSATION OF TOP MANAGEMENT IS PAID BY AN OUTSIDE ORGANIZATION BUT A REVIEW IS PERFORMED. IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE FROEDTERT THEDACARE HEALTH, INC. (A RELATED ORGANIZATION) BOARD OF DIRECTORS. Schedule J, Part I, Line 4a SEVERANCE OR CHANGE-OF-CONTROL PAYMENT SEVERANCE: VAN DE KREEKE, JEFFREY - $196,046 Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F) DISTRIBUTIONS: CONLEY, ERIC - $115,894 ERICSON, ALLEN - $139,594 JACOBSON, CATHERINE - $2,074,559 457(F) PLAN PARTICIPANTS: CONLEY, ERIC ERICSON, ALLEN JACOBSON, CATHERINE SMITH, ADAM NON-QUALIFIED DISTRIBUTIONS: JACOBSON, CATHERINE - $167,475 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) NON-QUALIFIED PARTICIPANTS: JACOBSON, CATHERINE Schedule J, Part I, Line 7 BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE FROEDTERT THEDACARE HEALTH SYSTEM BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME. Schedule J, Part II, Column (B)(ii) BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID. Schedule J, Part II, Column (B)(iii) OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AMOUNTS PAID IN LIEU OF 457(F) DEFERRED COMPENSATION PLAN CONTRIBUTIONS, AND OTHER MISCELLANEOUS COMPENSATION. X 7 81918 Market value X Poetry Books 7 65 Market value X Pouches filled with religious items 22 346 Market value X Hot Wheels 658 823 Market value 0 false false false Form 990, Part VI, Line 2 Family/business relationships amongst interested persons ERIC CONLEY AND CATHERINE JACOBSON - Business relationship, ADAM SMITH, CATHERINE JACOBSON & ERIC CONLEY - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders FMLH IS THE SOLE CORPORATE MEMBER OF FROEDTERT HOSPITAL FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body FMLH AS THE SOLE CORPORATE MEMBER OF FROEDTERT HOSPITAL FOUNDATION, APPOINTS ALL BOARD MEMBERS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders FMLH AS THE SOLE CORPORATE MEMBER OF FROEDTERT HOSPITAL FOUNDATION, INC. (FROEDTERT FOUNDATION) HAS CERTAIN RESERVED POWERS AND AUTHORITIES WITH RESPECT TO THE FROEDTERT FOUNDATION ACTIVITIES. Form 990, Part VI, Line 11b Review of form 990 by governing body FROEDTERT THEDACARE HEALTH, INC. (FTCH) ACCOUNTING STAFF PREPARE FORM 990 WHICH IS REVIEWED BY FTCH'S FINANCIAL LEADERS. THE 990 IS THEN REVIEWED BY KPMG, FTCH'S OUTSIDE ACCOUNTING FIRM. NEXT, THE 990 IS PROVIDED TO THE FTCH AUDIT COMMITTEE AND BOARD OF DIRECTORS. FINALLY, THE 990 IS FILED AS REQUIRED. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS ALL OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE DOCUMENT. THE DATA IS COMPILED, AND THE FTCH VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (CCO), THE SENIOR VICE PRESIDENT - GENERAL COUNSEL AND/OR DELEGATE WILL REVIEW ALL FORMS AND NOTIFICATIONS TO DETERMINE IF ANY CONFLICTS OF INTERESTS EXIST IN THE DISCLOSURE DOCUMENTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THEN THE PERSON MAKING THE DISCLOSURE SHALL BE RELIEVED OF HIS/HER OBLIGATIONS ON BEHALF OF A FROEDTERT THEDACARE HEALTH, INC. (FTCH) AFFILIATE WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT THAT CREATES THE CONFLICT OF INTEREST. A REPORT OF ALL CONFLICTS OF INTEREST WILL BE MADE BY THE FTCH, INC. CCO AT LEAST ONCE ANNUALLY TO THE FTCH AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 15a Process to establish compensation of top management official LINE 15A - COMPENSATION OF TOP MANAGEMENT IS PAID BY A RELATED ORGANIZATION BUT A REVIEW IS PERFORMED. IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE FTCH (A RELATED ORGANIZATION) BOARD OF DIRECTORS. IN ADDITION, THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. Form 990, Part VI, Line 15b Process to establish compensation of other employees LINE 15B - COMPENSATION OF OFFICERS IS PAID BY A RELATED ORGANIZATION BUT A REVIEW IS PERFORMED. IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S OFFICERS, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE FTCH (THE RELATED ORGANIZATION) BOARD OF DIRECTORS. IN ADDITION, THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. Form 990, Part VI, Line 19 Required documents available to the public FTCH'S QUARTERLY FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC ONLINE THROUGH THE DIGITAL ASSURANCE CORPORATION, INC WEBSITE. ANYONE CAN REGISTER TO RECEIVE ONGOING ACCESS TO AND NOTIFICATIONS REGARDING FINANCIAL STATEMENTS AT THE ONLINE WEBSITE. ADDITIONALLY, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE CORPORATE OFFICE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees PURCHASED SERVICES SPLIT 45/55 - Total Expense: 725749, Program Service Expense: , Management and General Expenses: 326587, Fundraising Expenses: 399162; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER FROM AFFILIATES - 585743; ROUNDING - 3; FROEDTERT THEDACARE HEALTH INC 9200 W WISCONSIN AVE MILWAUKEE WI 532263596 392014409 MNGMT SVCS WI 501(c)(3) Type III-FI NA false FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 532263522 396105970 HOSPITAL WI 501(c)(3) 3 FTCH INC false FROEDTERT WEST BEND HOSPITAL FOUNDATION INC 3200 PLEASANT VALLEY ROAD WEST BEND WI 530953868 392034296 PROMOTE HLTH WI 501(c)(3) 7 ST JOES WB false FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION INC W180 N8085 TOWN HALL ROAD MENOMONEE FALLS WI 53051 391635057 PROMOTE HLTH WI 501(c)(3) 10 CMH MF false ST JOSEPH'S COMMUNITY HOSPITAL INC 3200 PLEASANT VALLEY ROAD WEST BEND WI 530953868 390806302 HOSPITAL WI 501(c)(3) 3 FTCH INC false COMMUNITY MEMORIAL HOSPITAL OF MF INC W180 N8085 TOWN HALL ROAD MENOMONEE FALLS WI 53051 390987025 HOSPITAL WI 501(c)(3) 3 FTCH INC false COMMUNITY OUTPATIENT HEALTH SERVICES W180 N8085 TOWN HALL ROAD MENOMONEE FALLS WI 53051 391743056 OUTPT SVCS WI 501(c)(3) 3 CMH MF false FH ENTERPRISE SERVICES HOLDINGS INC 9200 W WISCONSIN AVE MILWAUKEE WI 53226 202636686 HLTHCARE SVCS WI 501(c)(3) Type I FTCH INC false HOLY FAMILY MEMORIAL INC 2300 WESTERN AVE MANITOWOC WI 54221 390806395 HOSPITAL WI 501(c)(3) 3 FTCH INC false THEDACARE REGIONAL MEDICAL CENTER - NEENAH INC PO BOX 8025 Appleton WI 549128025 390830664 Hospital WI 501(c)(3) 3 ThedaCare Inc false THEDACARE MEDICAL CENTER - NEW LONDON INC PO Box 8025 Appleton WI 549128025 390869788 HOSPITAL WI 501(c)(3) 3 ThedaCare Inc false THEDACARE MEDICAL CENTER - WAUPACA INC PO Box 8025 Appleton WI 549128025 390871113 Hospital WI 501(c)(3) 3 ThedaCare Inc false THEDACARE REGIONAL MEDICAL CENTER - APPLETON INC PO Box 8025 Appleton WI 549128025 390824015 Hospital WI 501(c)(3) 3 ThedaCare Inc false THEDACARE MEDICAL CENTER - SHAWANO INC PO Box 8025 Appleton WI 549128025 390807068 Hospital WI 501(c)(3) 3 ThedaCare Inc false THEDACARE MEDICAL CENTER - BERLIN INC PO Box 8025 Appleton WI 549128025 390806359 Hospital WI 501(c)(3) 3 ThedaCare Inc false THEDACARE MEDICAL CENTER - WILD ROSE INC PO Box 8025 Appleton WI 549128025 396089134 Hospital WI 501(c)(3) 3 ThedaCare Inc false THEDACARE FAMILY OF FOUNDATIONS INC PO Box 8025 Appleton WI 549128025 464112255 Foundation WI 501(c)(3) 7 ThedaCare Inc false THEDACARE INC PO BOX 8025 APPLETON WI 549128025 391509362 HEALTHCARE WI 501(c)(3) 10 FTCH INC false false true true false false false false false false false false false true true true false false false false