ROGERS MEMORIAL HOSPITAL FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

ROGERS MEMORIAL HOSPITAL FOUNDATION INC

EIN 39-1363507 · Single Organization Support (E11)

What they do

ROGERS MEMORIAL HOSPITAL FOUNDATION:- ADVOCATES ON BEHALF of THE MENTAL HEALTH CARE NEEDS of CHILDREN, TEENS and ADULTS,- INCREASES ACCESSIBILITY to ROGERS RENOWNED TREATMENT PROGRAMS THROUGH PATIENT CARE GRANTS- BREAKS DOWN THE STIGMA of MENTAL ILLNESS and ENCOURAGES THOSE IN NEEDOF HELP to SEEK TREATMENT- SUSTAINS THE SPIRITUAL CARE PROGRAM AS A PART of THE TREATMENTPROCESS for PATIENTS WHO REQUEST ITS SERVICES- PROVIDES for THE PERSONAL NEEDS of OUR PATIENTS to MAKE THE TREATMENTPROCESS EASIER and to INCREASE OVERALL COMFORT and WELL-BEING- SUPPORTS THE GROWTH of THE HOSPITAL, INCLUDING ITS TREATMENT PROGRAMSAND FACILITIES- ASSISTS MEDICAL STAFF BY FUNDING RESEARCH INITIATIVES and OUTCOMESSTUDIES BENEFITING PATIENT CARE AT ROGERS, AS WELL AS THE BEHAVIORALHEALTH CARE INDUSTRY AS A WHOLE

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.30 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 2024The charity has a recent tax report to read.

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

They name their leaders14 people are listed in the latest report.

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

Money made simple

82.64%of revenue went to mission work93.3% of expenses · Program services

5.12%of revenue went to fundraising5.8% of expenses

$88.59spent for every $100 of revenueRevenue covered expenses this year.

0.83%of revenue went to management and office costs0.9% of expenses

$10.15in assets for every $1 spent this yearSome assets cannot be spent right away.

66.8%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 $82,260 for MARTY VOGEL (VP PRINCIPAL GIFTS). 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 2024

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$5,225,273

Mission workProgram services$4,318,00782.64% of revenue93.3% of expenses

ManagementOffice and general costs$43,3640.83% of revenue0.9% of expenses

FundraisingAsking for donations$267,4905.12% of revenue5.8% of expenses

Revenue left after expensesReported annual surplus$596,41211.41% of revenueShown in gray on the chart

Total expenses$4,628,86188.59% 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

2024CurrentExpense mix: 93.3% mission · 0.9% management · 5.8% fundraisingTotal expenses: 88.59% of revenue

2023Expense mix: 55.1% mission · 0.5% management · 44.4% fundraisingTotal expenses: 58.79% of revenue

2022Expense mix: 87.5% mission · 1.2% management · 11.2% fundraisingTotal expenses: 40.09% of revenue

2021Expense mix: 94.1% mission · 0.7% management · 5.2% fundraisingTotal expenses: 81.91% of revenue

2020Expense mix: 91.4% mission · 1.6% management · 7.0% fundraisingTotal expenses: 75.24% of revenue

2019Expense mix: 93.8% mission · 1.8% management · 4.4% fundraisingTotal expenses: 41.26% of revenue

2018Expense mix: 83.5% mission · 3.8% management · 12.8% fundraisingTotal expenses: 26.98% of revenue

2017Expense mix: 91.5% mission · 3.2% management · 5.3% fundraisingTotal expenses: 77.40% of revenue

Money in and money out

Revenue$5,225,273

Expenses$4,628,861

Annual surplus $596,412 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)$4,318,007 · 93.3% of expenses

Management and office costs$43,364 · 0.9% of expenses

Fundraising$267,490 · 5.8% of expenses

See all reported dollar amounts

Revenue$5,225,273

Expenses$4,628,861

Assets$46,970,459

Income$13,346,327

Contributions$3,492,950

Mission work (program services)$4,318,007

Fundraising$267,490

Grants given$30,724,556

Average grant$1,228,982

Management and general$43,364

Stocks and bonds$33,728,815

Investing fees$43,364

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

MARTY VOGELVP PRINCIPAL GIFTS · 40 hrs/week $82,260Base · Other $82,260

CHRIS JAGODITZCFO (THROUGH 03/2025) $53,455Base · Other $53,455

MATTHIAS SCHUETHEXECUTIVE VICE PRESIDENT · 40 hrs/week $50,423Base · Other $50,423

CYNTHIA MEYERCEO $44,437Base · Other $44,437

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 (14)

MARTY VOGELVP PRINCIPAL GIFTS

CHRIS JAGODITZCFO (THROUGH 03/2025)

MATTHIAS SCHUETHEXECUTIVE VICE PRESIDENT

CYNTHIA MEYERCEO

BRIAN KEELINGVICE CHAIR

CHRISTIE TOSONBOARD MEMBER

DANIEL BADERBOARD MEMBER

EDDIE TOMAICHBOARD MEMBER

JOHN BOYD FORMERCEO - TERMED 05/2023

KEVIN JOYBOARD MEMBER

KEVIN KONOPABOARD CHAIR

MYRIEM BENNANISECRETARY

NATE ZASTROWTREASURER

SPENCER MOATSBOARD MEMBER

About this charity

Recognized since: January 1980
Location: 34700 VALLEY RD, OCONOMOWOC, WI 53066-4500
County: Waukesha
In care of: ERIC WITTNEBEL
Primary officer: ERIC WITTNEBEL, INTERIM CFO

How to reach them

WebsiteVisit the charity’s website Phone(262) 646-4411

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Single Organization Support (E11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes