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MOUNDVIEW MEMORIAL HOSPITAL & CLINICS

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Public IRS 990 nonprofit record

MOUNDVIEW MEMORIAL HOSPITAL & CLINICS

EIN 39-0944012 · Health Care (E220)

What they do

LEADING WITH LOVE, WE COURAGEOUSLY COMMIT to A FUTURE of HEALTHY PEOPLE and THRIVING COMMUNITIES. THIS is OUR VISION.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $88.00 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 leaders20 people are listed in the latest report.

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

Money made simple

82.17%of revenue went to mission work88.0% of expenses · Program services
$93.41spent for every $100 of revenueRevenue covered expenses this year.
11.24%of revenue went to management and office costs12.0% of expenses
$0.71in assets for every $1 spent this yearSome assets cannot be spent right away.
0.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. 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 $484,221 for BRYAN ERDMANN (BOARD TRUSTEE/COO). 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.

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$36,901,407
Mission workProgram services$30,321,71182.17% of revenue88.0% of expenses
ManagementOffice and general costs$4,147,42811.24% of revenue12.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$2,432,2686.59% of revenueShown in gray on the chart
Total expenses$34,469,13993.41% 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: 88.0% mission · 12.0% management · 0.0% fundraisingTotal expenses: 93.41% of revenue
2022Expense mix: 86.4% mission · 13.6% management · 0.0% fundraisingTotal expenses: 98.83% of revenue
2021Expense mix: 84.7% mission · 15.3% management · 0.0% fundraisingTotal expenses: 79.77% of revenue
2020Expense mix: 84.2% mission · 15.8% management · 0.0% fundraisingTotal expenses: 89.71% of revenue
2019Expense mix: 82.1% mission · 17.9% management · 0.0% fundraisingTotal expenses: 97.23% of revenue
2018Expense mix: 81.3% mission · 18.7% management · 0.0% fundraisingTotal expenses: 102.75% of revenue
2016Expense mix: 89.1% mission · 10.9% management · 0.0% fundraisingTotal expenses: 96.30% of revenue
2015Expense mix: 89.0% mission · 11.0% management · 0.0% fundraisingTotal expenses: 90.36% of revenue

Money in and money out

Revenue$36,901,407
Expenses$34,469,139
Annual surplus $2,432,268 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)$30,321,711 · 88.0% of expenses
Management and office costs$4,147,428 · 12.0% of expenses
See all reported dollar amounts
Revenue$36,901,407
Expenses$34,469,139
Assets$24,370,099
Income$36,914,548
Contributions$122,479
Mission work (program services)$30,321,711
Grants given$551,107
Average grant$551,107
Management and general$4,147,428
Executive compensation (total)$218,467
Accounting fees$42,230
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
BRYAN ERDMANNBOARD TRUSTEE/COO · 2 hrs/week $484,221Base $409,876 · Other $74,345
STEPHANIE CARROLLBOARD TRUSTEE/MD HOSPITALIST · 2 hrs/week $377,749Base $312,603 · Other $65,146
FRANK PEREZ-GUERRACEO · 48 hrs/week $252,197Base $198,119 · Other $54,078
DEENA KEDROWSKIOUTPATIENT PHARMACY MANAGER · 40 hrs/week $235,327Base $197,266 · Other $38,061
ROXANNE POTTSBOARD TRUSTEE/CLINICAL OPS. DIRECTOR · 2 hrs/week $215,543Base $168,885 · Other $46,658
BRAD SHAWINPATIENT PHARMACY MANAGER · 40 hrs/week $208,208Base $202,982 · Other $5,226
DAVID BROWNPHARMACIST · 40 hrs/week $195,428Base $188,852 · Other $6,576
NEIL DONNERPHARMACIST · 40 hrs/week $195,014Base $181,812 · Other $13,202
SARAH ROSSMANTREASURER/SECRETARY · 2 hrs/week $186,357Base $158,797 · Other $27,560
PRESTON PIETRZAKPHARMACIST · 40 hrs/week $173,766Base $155,181 · Other $18,585
SCOTT RATHGABERCEO-BGHS · 2 hrs/week $68,728Base · Other $68,728
GERALD OETZELFORMER CFO-BGHS $18,108Base · Other $18,108

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 (20)

BRYAN ERDMANNBOARD TRUSTEE/COO

STEPHANIE CARROLLBOARD TRUSTEE/MD HOSPITALIST

FRANK PEREZ-GUERRACEO

DEENA KEDROWSKIOUTPATIENT PHARMACY MANAGER

ROXANNE POTTSBOARD TRUSTEE/CLINICAL OPS. DIRECTOR

BRAD SHAWINPATIENT PHARMACY MANAGER

DAVID BROWNPHARMACIST

NEIL DONNERPHARMACIST

SARAH ROSSMANTREASURER/SECRETARY

PRESTON PIETRZAKPHARMACIST

SCOTT RATHGABERCEO-BGHS

GERALD OETZELFORMER CFO-BGHS

KAREN MILLERBOARD TRUSTEE

LAURIE INDABOARD TRUSTEE

JOHN CEELENCFO-BGHS (BEG. 02/2024)

PAUL FISCHVICE CHAIR

RICHARD STERNHAGENCHAIR (TERMED JAN)

JOE THEISENBOARD TRUSTEE

STEVE LITTLECFO-BGHS (THRU 02/2024)

TADD WORMETCHAIR

About this charity

Recognized since
January 1961
Location
402 WEST LAKE STREET, FRIENDSHIP, WI 53934
County
Adams
In care of
FRANK PEREZ-GUERRA
Primary officer
FRANK PEREZ-GUERRA, CEO

How to reach them

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

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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