FORT HEALTHCARE INC Charity Report

Public IRS 990 nonprofit record

FORT HEALTHCARE INC

EIN 39-0286215 · Health Care (E220)

What they do

OUR MISSION AT FORT HEALTHCARE is to IMPROVE THE HEALTH and WELL-BEING of OUR COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.72%of revenue went to mission work85.2% of expenses · Program services

0.02%of revenue went to fundraising0.0% of expenses

$90.17spent for every $100 of revenueRevenue covered expenses this year.

13.78%of revenue went to management and office costs14.7% of expenses

$2.25in assets for every $1 spent this yearSome assets cannot be spent right away.

0.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,604,094 for MATTHEW BLISS MD (PHYSICIAN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$160,709,029

Mission workProgram services$128,118,40779.72% of revenue85.2% of expenses

ManagementOffice and general costs$22,141,21013.78% of revenue14.7% of expenses

FundraisingAsking for donations$26,4210.02% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$10,422,9916.49% of revenueShown in gray on the chart

Total expenses$150,286,03893.51% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 85.2% mission · 14.7% management · 0.0% fundraisingTotal expenses: 93.51% of revenue

2022Expense mix: 84.9% mission · 15.1% management · 0.0% fundraisingTotal expenses: 96.20% of revenue

2021Expense mix: 84.7% mission · 15.3% management · 0.0% fundraisingTotal expenses: 87.87% of revenue

2020Expense mix: 84.6% mission · 15.4% management · 0.0% fundraisingTotal expenses: 93.91% of revenue

2019Expense mix: 83.4% mission · 16.5% management · 0.1% fundraisingTotal expenses: 95.62% of revenue

2018Expense mix: 82.9% mission · 16.9% management · 0.2% fundraisingTotal expenses: 91.94% of revenue

2017Expense mix: 89.2% mission · 10.8% management · 0.0% fundraisingTotal expenses: 94.66% of revenue

2016Expense mix: 89.6% mission · 10.4% management · 0.0% fundraisingTotal expenses: 91.07% of revenue

Money in and money out

Revenue$166,670,022

Expenses$150,286,038

Annual surplus $16,383,984 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$128,118,407 · 85.2% of expenses

Management and office costs$22,141,210 · 14.7% of expenses

Fundraising$26,421 · 0.0% of expenses

See all reported dollar amounts

Revenue$166,670,022

Expenses$150,286,038

Assets$338,048,777

Income$177,966,224

Contributions$104,820

Mission work (program services)$128,118,407

Fundraising$26,421

Grants given$1,716,405

Average grant$46,389

Management and general$22,141,210

Executive compensation (total)$1,016,833

Stocks and bonds$158,712,108

Accounting fees$127,474

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MATTHEW BLISS MDPHYSICIAN · 40 hrs/week $1,604,094Base $1,559,256 · Other $44,838

ISIDORO ZAMBRANO MDPHYSICIAN · 40 hrs/week $972,679Base $925,720 · Other $46,959

PAUL SCHUPPNER DOBOARD MEMBER · 40 hrs/week $889,100Base $850,705 · Other $38,395

MICHAEL ANDERSON MDPRESIDENT/CEO · 40 hrs/week $862,598Base $815,683 · Other $46,915

MICHAEL WALLACESENIOR ADVISOR (RETIRED PRES./CEO) · 40 hrs/week $702,484Base $655,083 · Other $47,401

BILLIE KONTNY MDBOARD MEMBER · 40 hrs/week $697,188Base $650,274 · Other $46,914

JONATHAN MCLAUGHLIN MDPHYSICIAN · 40 hrs/week $656,596Base $611,790 · Other $44,806

MARC ERICKSON MDPHYSICIAN · 40 hrs/week $580,004Base $532,398 · Other $47,606

STEPHANIE NOTTESTAD MDBOARD MEMBER · 40 hrs/week $466,360Base $420,704 · Other $45,656

NATHANIEL FULLERTON MDCHIEF OF STAFF (THRU OCT 2023) · 40 hrs/week $459,237Base $409,602 · Other $49,635

JAMES NELSONSR. VICE PRESIDENT/CFO · 40 hrs/week $404,547Base $355,156 · Other $49,391

MARY BECK METZGERBOARD MEMBER · 24 hrs/week $83,493Base $67,470 · Other $16,023

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

MATTHEW BLISS MDPHYSICIAN

ISIDORO ZAMBRANO MDPHYSICIAN

PAUL SCHUPPNER DOBOARD MEMBER

MICHAEL ANDERSON MDPRESIDENT/CEO

MICHAEL WALLACESENIOR ADVISOR (RETIRED PRES./CEO)

BILLIE KONTNY MDBOARD MEMBER

JONATHAN MCLAUGHLIN MDPHYSICIAN

MARC ERICKSON MDPHYSICIAN

STEPHANIE NOTTESTAD MDBOARD MEMBER

NATHANIEL FULLERTON MDCHIEF OF STAFF (THRU OCT 2023)

JAMES NELSONSR. VICE PRESIDENT/CFO

MARY BECK METZGERBOARD MEMBER

ROBERTA WEDL MDCHIEF OF STAFF

THOMAS VINZSECRETARY (THRU JAN 2024)

ROY BUDLONGVICE CHAIR & TREASURER

RICHARD TELFER PHDBOARD MEMBER (THRU JAN 2024)

LESLEY CHAPIN PSYDBOARD MEMBER

JAMES FITZPATRICK PHDCHAIR

CHRISTOPHER MARTINBOARD MEMBER

CHRISTI OTTBOARD MEMBER

CARLA HAUBENSCHILDBOARD MEMBER

About this charity

Recognized since: January 1944
Location: 611 SHERMAN AVE E, FORT ATKINSON, WI 53538-1960
County: Jefferson
In care of: JAMES NELSON
Primary officer: JAMES NELSON, SR. VICE PRESIDENT/CFO

How to reach them

WebsiteVisit the charity’s website Phone(800) 421-4677

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: WIPFLI LLP
NTEE classification: Health Care (E220)
IRS tax category: General Medical and Surgical Hospitals
Grant-giving organization: Yes