FORT MEMORIAL HOSPITAL FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

FORT MEMORIAL HOSPITAL FOUNDATION INC

EIN 39-1397028 · Health Care (E22I)

What they do

THE FOUNDATION is ORGANIZED and SHALL BE OPERATED SOLELY for CHARITABLE PURPOSES EXCLUSIVELY for THE BENEFIT of FORT ATKINSON MEMORIAL HOSPITAL, THE HOSPITAL OPERATED BY FORT HEALTHCARE, INC., AN INTEGRATED HEALTH CARE DELIVERY SYSTEM, INCLUDING THE CARRYING ON of SUCH PROGRAMS AS THE BOARD of DIRECTORS of THIS CORPORATION FROM TIME to TIME DEEMS to BE SUITABLE and APPROPRIATE.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $19.90 was reported for mission work and $80.10 for fundraising. Understand this before you give.

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 leaders11 people are listed in the latest report.

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

Money made simple

17.62%of revenue went to mission work19.9% of expenses · Program services

71.11%of revenue went to fundraising80.1% of expenses

$50.30spent for every $100 of revenueRevenue covered expenses this year.

$31.02in assets for every $1 spent this yearSome assets cannot be spent right away.

18.1%of its money came from giftsOther money may come from services or investments.

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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 $49,391 for JAMES NELSON (ASSISTANT TREASURER). 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$440,717

Mission workProgram services$77,64517.62% of revenue19.9% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations$313,37471.11% of revenue80.1% of expenses

Revenue left after expensesReported annual surplus$49,69811.28% of revenueShown in gray on the chart

Total expenses$391,01988.72% of revenue

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

Pause before giving. This filing reports that 80.1% of spending went to fundraising and 19.9% went to mission work. Ask the charity to explain these numbers and show recent results.

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: 19.9% mission · 0.0% management · 80.1% fundraisingTotal expenses: 88.72% of revenue

2022Expense mix: 61.0% mission · 0.0% management · 39.0% fundraisingTotal expenses: 40.99% of revenue

2021Expense mix: 70.8% mission · 0.0% management · 29.2% fundraisingTotal expenses: 48.00% of revenue

2020Expense mix: 45.9% mission · 0.0% management · 54.1% fundraisingTotal expenses: 20.25% of revenue

2019Expense mix: 29.1% mission · 0.0% management · 70.9% fundraisingTotal expenses: 130.94% of revenue

2018Expense mix: 14.4% mission · 0.0% management · 85.6% fundraisingTotal expenses: 63.12% of revenue

2017Expense mix: 18.3% mission · 81.7% management · 0.0% fundraisingTotal expenses: 137.81% of revenue

2016Expense mix: 41.4% mission · 58.6% management · 0.0% fundraisingTotal expenses: 42.91% of revenue

Money in and money out

Revenue$777,317

Expenses$391,019

Annual surplus $386,298 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)$77,645 · 19.9% of expenses

Fundraising$313,374 · 80.1% of expenses

See all reported dollar amounts

Revenue$777,317

Expenses$391,019

Assets$12,127,959

Income$777,317

Contributions$140,950

Mission work (program services)$77,645

Fundraising$313,374

Grants given$223,333

Average grant$37,222

Stocks and bonds$10,531,061

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

JAMES NELSONASSISTANT TREASURER · 1 hrs/week $49,391Base · Other $49,391

MICHAEL WALLACEBOARD MEMBER · 1 hrs/week $47,401Base · Other $47,401

MICHAEL ANDERSON MDBOARD MEMBER · 1 hrs/week $46,915Base · Other $46,915

MARY BECK METZGERSECRETARY · 1 hrs/week $16,023Base · Other $16,023

DONALD WILLIAMS MDBOARD MEMBER · 1 hrs/week $3,730Base · Other $3,730

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 (11)

JAMES NELSONASSISTANT TREASURER

MICHAEL WALLACEBOARD MEMBER

MICHAEL ANDERSON MDBOARD MEMBER

MARY BECK METZGERSECRETARY

DONALD WILLIAMS MDBOARD MEMBER

ANDY DIDIONBOARD MEMBER

CAROL BURROWSPRESIDENT

CHRISTI OTTBOARD MEMBER

JAMES FITZPATRICK PHDBOARD MEMBER

ROY BUDLONGBOARD MEMBER

THOMAS VINZBOARD MEMBER

About this charity

Recognized since: January 1983
Location: 611 SHERMAN AVE E, FORT ATKINSON, WI 53538-1960
County: Jefferson
In care of: % JAMES J VANCE
Primary officer: JAMES NELSON, ASSISTANT TREASURER

How to reach them

Phone(920) 568-5000

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: WIPFLI LLP
NTEE classification: Health Care (E22I)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes