2025-05-15T09:20:59+00:00 2024-06-30 135565207 KPMG LLP 191 West Nationwide Blvd Suite 500 Columbus OH 432152568 990 2023-07-01 391635057 Froedtert Menomonee Falls Hospital Foundation Inc FROE 2622511000 W180 N8085 TOWN HALL ROAD MENOMONEE FALLS WI 53051 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 X Ann Johnson W180 N8085 TOWN HALL ROAD MENOMONEE FALLS WI 53051 10428336 false X WWW.FROEDTERT.COM/MENOMONEEFALLSFOUNDATION X 1989 WI FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION IS COMMITTED TO SOLICITING CONTRIBUTIONS AND PERFORMING FUNDRAISING ACTIVITIES TO PROVIDE FINANCIAL SUPPORT TO COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC.; AND GRANTING SCHOLARSHIPS TO STUDENTS PURSUING AN EDUCATION IN THE MEDICAL FIELD. 21 17 0 35 0 0 810609 776089 0 0 364304 558764 25686 -11692 1200599 1323161 467680 536028 0 421537 395780 0 281690 34105 21089 923322 952897 277277 370264 10998340 11806786 675071 749650 10323269 11057136 FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION IS COMMITTED TO SOLICITING CONTRIBUTIONS AND PERFORMING FUNDRAISING ACTIVITIES TO PROVIDE FINANCIAL SUPPORT TO COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC,; AND GRANTING SCHOLARSHIPS TO STUDENTS PURSUING AN EDUCATION IN THE MEDICAL FIELD. false false 435592 435592 FUNDRAISING IN SUPPORT OF COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC. (CMH) AND ITS PROGRAMS. 100436 100436 SCHOLARSHIPS AWARDED FOR STUDENTS PURSUING EDUCATION IN MEDICAL FIELD. 536028 true true false false false false false false true false false false false true true false true false false false false false false true false false true true 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 21 17 false false true false true true true true true false false true true true true true true true true false WI X X DAVID DIRKSMEYER 4148053000 N74 W12501 LEATHERWOOD CT MENOMONEE FALLS WI 53051 Ann Johnson Executive Director (Start Dec23) 1.0 49.0 X X 0 143215 40296 Bryan Becker Director & BOD V Chair 1.0 0 X X 0 0 0 Gregory Van Winkle MD Director & BOD Secretary 1.0 0 X X 0 0 0 Jessica Mulligan Executive Director (Term Dec23) 1.0 49.0 X X 0 161018 42002 Nooriya Farheen Treasurer (Start Jul23) 1.0 49.0 X X 0 130421 13770 Susan Templin Director & BOD Chair 1.0 0 X X 0 0 0 Teresa Lux Director & CMH President 1.0 49.0 X X 0 688727 132026 Carl Brown Director 1.0 0 X 0 0 0 Catherine Jacobson Director (Start Jul23) & FTCH President/CEO 1.0 49.0 X 0 5872993 318276 Cedric Mays Director 1.0 0 X 0 0 0 Christopher Rechlicz Director 1.0 1.0 X 0 0 0 David Doran Director 1.0 0 X 0 0 0 Dawn Hinton Director 1.0 0 X 0 0 0 Dennis Shepherd MD Director 1.0 0 X 0 0 0 Harvey Neu Director 1.0 0 X 0 0 0 Janine Pulvermacher Director 1.0 0 X 0 0 0 Jerry Wick Director 1.0 0 X 0 0 0 John Finerty Jr Director 1.0 0 X 0 0 0 Mark J Davis Director 1.0 0 X 0 0 0 Michael Moore Director 1.0 0 X 0 0 0 Michelle Glynn Director 1.0 0 X 0 0 0 Umesh Babusukumar MD Director 1.0 0 X 0 0 0 Michael Malzewski Former - Officer (Treas) 0.0 50.0 X 0 375448 27043 0 7371822 573413 0 true true false 0 75480 248499 59349 116736 276025 33979 776089 0 0 0 0 0 341520 341520 0 0 9205001 8987757 217244 0 217244 217244 105726 248499 117418 -11692 -11692 0 0 0 0 0 1323161 0 0 547072 412250 412250 123778 123778 395780 134146 261634 1033 1033 0 0 0 0 FUND RAISING EXPENSE 10123 10123 DONOR RECOGNITION EXPEN 9416 9416 CREDIT CARD/CHKG/STOCK 474 474 Uncollectible Pledge Allow 43 43 0 0 0 0 952897 536028 135179 281690 991468 816812 1445 2846 0 0 0 0 9000 9000 0 0 0 0 9996427 10978128 0 0 0 0 10998340 11806786 442427 571008 0 0 232644 178642 675071 749650 X 9533168 10284424 790101 772712 10323269 11057136 10998340 11806786 X 370264 468206 395780 -500383 X false true X true false X 595981 870042 930336 810609 776089 3983057 0 0 0 0 595981 870042 930336 810609 776089 3983057 184254 173382 242804 161704 126557 888701 0 0 0 0 0 0 184254 173382 242804 161704 126557 888701 3094356 237434 174480 195319 299972 341520 1248725 0 237434 174480 195319 299972 341520 1248725 0 8227 14500 21343 25686 -11692 58064 841642 1059022 1146998 1136267 1105917 5289846 0.5850 0.5847 0.24 0.2117 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - FUND RAISING, COLUMN A - 8227.0, COLUMN B - 14500.0, COLUMN C - 21343.0, COLUMN D - 25686.0, COLUMN E - -11692.0, COLUMN F - 58064.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9345996 886361 1025826 536028 500384 10221771 8614155 605522 856382 467680 261426 957 9345996 8973060 1365028 -1049030 526326 148577 8614155 7598551 774955 1396032 410861 384001 1616 8973060 7585233 703700 62097 402620 333816 16043 7598551 1.0 0.0 0.0 false false Other liabilities DUE TO AFFILIATES 178642 178642 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE BOARD DESIGNATED ENDOWMENT FUND WAS CREATED TO SUPPORT LONG RANGE FINANCIAL NEEDS OF CMH AND ITS PROGRAMS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FROEDTERT THEDACARE HEALTH, INC. (FTCH), THE ENTITY INTO WHICH THE FINANCIALS OF FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION ARE CONSOLIDATED, APPLIES ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC TOPIC 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 TOPIC 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 MENOMONEE FALLS FOUNDATION DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED INCOME TAX POSITIONS. Spring Splendor 222304 158953 63351 1750 17969 13521 25499 300 14168 Golf Classic 131921 89546 42375 1470 2876 18813 12405 8647 0 354225 248499 105726 3220 20845 32334 37904 300 22815 117418 -11692 true Community Memorial Hospital of Menomonee Falls Inc W180 N8085 Town Hall Road Menomonee Falls WI 53051 390987025 501(c)(3) 63309 1164 FMV Wigs/accessories, Post op Bras, and raffle item Financial Support Community Outpatient Health Services W180 N8085 Town Hall Road Menomonee Falls WI 53051 391743056 501(c)(3) 344024 3753 FMV Personal Hygiene Items Financial Support 2 0 Scholarships for medical students 27 100436 Community Outreach Flu Shot Clinics 90 3240 Free Colorectal Screenings 9 5803 Infant Sleep Sack Program 420 4780 Patient Assistance Programs 23 8106 Holiday Guest Meals 100 928 Cancer Care Wellness Program 23 485 Schedule I, Part III, Column (b) NUMBER OF RECIPIENTS FOR GRANTS PAID ON BEHALF OF INDIVIDUALS IS AN ACTUAL COUNT DETERMINED AT TIME OF EXPENDITURE OR ATTENDANCE AT EVENT. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. CMH DEPARTMENT MANAGERS SUBMIT REQUESTS TO THE FOUNDATION. ALL GRANT EXPENSES ARE APPROVED BY THE FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION BOARD AND /OR DIRECTOR. ALL EXPENSES ARE PAID DIRECTLY BY THE FOUNDATION BASED UPON RECEIVING PROPER DOCUMENTATION OF EXPENSES. SCHOLARSHIP WINNERS ARE SELECTED BASED ON QUALIFYING CRITERIA BY THE SCHOLARSHIP COMMITTEE. THEY ARE REQUIRED TO SUBMIT PROOF OF CONTINUED EDUCATION AND PASSING GRADES BEFORE ANY PAYMENTS ARE MADE true true false false false false false false false Ann Johnson Executive Director (Start Dec23) 0 129439 0 13161 0 615 0 9079 0 31217 0 183511 0 0 Teresa Lux Director & CMH President 0 448266 0 113523 0 126938 0 116644 0 15382 0 820753 0 101318 Jessica Mulligan Executive Director (Term Dec23) 0 126232 0 18972 0 15814 0 9536 0 32466 0 203020 0 0 Catherine Jacobson Director (Start Jul23) & FTCH President/CEO 0 1711053 0 1915129 0 2246811 0 280978 0 37298 0 6191269 0 2074559 Michael Malzewski Former - Officer (Treas) 0 178938 0 28064 0 168446 0 19155 0 7888 0 402491 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment SEVERANCE: MALZEWSKI, MICHAEL - $141,825 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 457(F) DISTRIBUTIONS: JACOBSON, CATHERINE - $2,074,559 LUX, TERESA - $101,318 NON-QUALIFIED DISTRIBUTIONS: JACOBSON, CATHERINE - $167,475 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) 457(F) PLAN PARTICIPANTS: JACOBSON, CATHERINE LUX, TERESA 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 11236 Other X 4 13454 Market value X 2 450 Other - Donor's FMV estimate X Auction/raffle items - 23 8839 Other - Donor's FMV estimate 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Clothing and household goods - NUMBER OF CONTRIBUTIONS RECEIVED NOT THE NUMBER OF ITEMS RECEIVED. Securities - Publicly traded - NUMBER OF CONTRIBUTIONS RECEIVED NOT THE NUMBER OF ITEMS RECEIVED. Drugs and medical supplies - NUMBER OF CONTRIBUTIONS RECEIVED NOT THE NUMBER OF ITEMS RECEIVED. Other - Auction/raffle items - NUMBER OF CONTRIBUTIONS RECEIVED NOT THE NUMBER OF ITEMS RECEIVED. Form 990, Part VI, Line 4 Significant changes to organizational documents The bylaws and articles of incorporation were updated effective 7/1/23. In the Articles dated September 30, 1988 the member is listed as The corporation shall have no members. In the Articles effective July 1, 2023 the member is listed as The sole member of the Corporation shall be Community Memorial Hospital of Menomonee Falls, Inc., a Wisconsin nonstock corporation (the "Member"). In the Articles dated September 30, 1988 the name is listed as The name of the corporation is Community Memorial Foundation of Menomonee Falls, Inc. In the Articles effective July 1, 2023 the name is listed as The name of the Corporation is Froedtert Menomonee Falls Hospital Foundation, Inc. (the "Corporation")." Form 990, Part VI, Line 6 Classes of members or stockholders Community Memorial Hospital of Menomonee Falls, Inc. is the sole corporate member. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Community Memorial Hospital of Menomonee Falls, Inc., as the sole corporate member of FMFHF, has the right to ratify all directors nominated and elected by the FMFHF Board. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Community Memorial Hospital of Menomonee Falls, Inc., as the sole corporate member of FMFHF, has certain reserved powers and authorities with respect to the operations and management of FMFHF, as set forth in FMFHF's bylaws. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 FTCH'S 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 STATEMENT. 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 FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION, 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 CCO AT LEAST ANNUALLY TO THE FTCH FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT 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 (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 15b Process to establish compensation of other employees COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS PAID BY A RELATED ORGANIZATION BUT A REVIEW IS PERFORMED. IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, 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 FINANCIAL INFORMATION: 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 XI, Line 9 Other changes in net assets or fund balances NET TRANSFER TO AFFILIATES - -500383; FROEDTERT THEDACARE HEALTH INC 9200 WEST WISCONSIN AVENUE MILWAUKEE WI 532263596 392014409 MGMT SERVICES WI 501(c)(3) Type III-FI NA false COMMUNITY MEMORIAL HOSPITAL OF MF 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 OP/DENTAL SRV WI 501(c)(3) 3 CMH Inc false FROEDTERT WEST BEND HOSPITAL FOUNDATION 3200 PLEASANT VALLEY ROAD WEST BEND WI 530953868 392034296 HEALTH PROMO WI 501(c)(3) 7 SJH Inc false FROEDTERT HOSPITAL FOUNDATION INC 9200 WEST WISCONSIN AVENUE MILWAUKEE WI 532263596 391431192 HEALTH PROMO WI 501(c)(3) 7 FMLH Inc false FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 WEST WISCONSIN AVENUE MILWAUKEE WI 532263596 396105970 HOSPITAL WI 501(c)(3) 3 FTCH INC 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 HOLY FAMILY MEMORIAL INC 2300 WESTERN AVE PO BOX 1450 MANITOWOC WI 542211450 390806395 HOSPITAL WI 501(c)(3) 3 FTCH INC false FH ENTERPRISE SERVICES HOLDINGS INC 9200 WEST WISCONSIN AVENUE MILWAUKEE WI 532263596 202636686 HLTHCARE SRVS WI 501(c)(3) Type I 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 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 true false true true true false false false