2024-11-15T12:42:45-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 262798256 OUR LADY OF HOPE CLINIC INC OURL 6086024812 6255 UNIVERSITY AVENUE 204 MIDDLETON WI 53562 MICHAEL KLOESS MD EXECUTIVE DIRECTOR 6086024812 2024-11-15 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2024-11-14 2023 2024-10-15 13:58:12Z MICHAEL KLOESS MD 6255 UNIVERSITY AVENUE 204 MIDDLETON WI 53562 853236 0 X WWW.OURLADYOFHOPECLINIC.ORG X 2008 WI SERVE THE MEDICAL NEEDS OF INDIVIDUALS WHO CANNOT AFFORD (OR OTHERWISE DO NOT HAVE ACCESS TO) PRIVATE MEDICAL CARE IN AND AROUND DANE COUNTY, WISCONSIN. 8 6 7 15 0 0 706044 679764 133991 167208 -3053 0 -5369 -1689 831613 845283 665 33671 0 0 430373 473778 0 0 106485 313454 302282 744492 809731 87121 35552 611849 587955 434595 372116 177254 215839 OUR LADY OF HOPE CLINIC IS A DIRECT PRIMARY CARE CLINIC THAT GIVES AT LEAST 55% OF ITS SERVICES TO THE UNINSURED AT NO COST, CONSISTENT WITH THE CATHOLIC HEALTH CARE TRADITION. 0 0 523585 33671 166798 CLINIC SERVICES - AS A DIRECT PRIMARY CARE CLINIC, MEMBERS RECEIVE UNLIMITED OFFICE VISITS, WHOLESALE PRICES ON PRESCRIPTION MEDICATION AND PHYSICIAN ACCESS FOR A LOW MONTHLY FEE. THE CLINIC ALSO SERVES UNINSURED PATIENTS FOR NO COST.IN 2023, THE CLINIC PROVIDED FREE PRIMARY CARE TO 1,265 PATIENTS. 523585 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 WI X JOSEPH BOEHNEN 6082799538 6255 UNIVERSITY AVE STE 204 MIDDLETON WI 53562 MICHAEL KLOESS MD EXECUTIVE DIRECTOR 40.00 X X 165900 0 0 DAVID RJ STIENNON PRESIDENT 1.00 X X 0 0 0 KEN PIENTKA VICE PRESIDENT/TREASURER 3.00 X X 0 0 0 MATTHEW SANDEE SECRETARY 1.00 X X 0 0 0 ELIZABETH LARSON MD DIRECTOR 20.00 X 71200 0 0 DANIEL TATAJE DIRECTOR 1.00 X 0 0 0 GINA HASTREITER DIRECTOR 1.00 X 0 0 0 FATHER ERIC STERNBERG DIRECTOR 1.00 X 0 0 0 FATHER ERIC NIELSEN DIRECTOR 1.00 X 0 0 0 237100 0 0 1 0 1 0 0 2123 310609 66986 300046 679764 MEMBER FEES 621110 131898 131898 OTHER MEDICAL SERVICES 621110 35310 35310 167208 0 66986 1279 -1279 -1279 6264 6674 -410 -410 845283 166798 0 -1279 33671 33671 237101 170179 38331 28591 203498 101376 58492 43630 33179 23814 5364 4001 13202 13202 16153 4991 10373 789 28334 14167 14167 32095 15947 13594 2554 11640 3679 7379 582 10273 7373 1661 1239 5520 2754 2766 13842 13842 84736 60819 13699 10218 25221 23549 958 714 CLINIC/MEDICAL SUPPLIES 61266 61266 809731 523585 179661 106485 127426 19590 0 111714 3610 4157 4481 4965 105023 11343 99700 93680 376632 353849 611849 587955 17356 22587 8911 12753 30000 0 378328 336776 434595 372116 X 51210 111539 126044 104300 177254 215839 611849 587955 X 35552 3033 X 0 1 X 0 0 X 352321 385198 458270 706044 679764 2581597 352321 385198 458270 706044 679764 2581597 115604 2465993 2581597 607753 0.95520 0.95360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 50000 3138 105 53033 0.05720 0.00000 0.94280 1 0 87610 8214 79396 17413 3129 14284 93680 OPERATING LEASE RIGHT-OF-USE ASSET 300816 BENEFICIAL INTEREST IN ASSETS HELD BY CATHOLIC DIOCESE OF MADISON FOUNDATION 53033 353849 OPERATING LEASE RIGHT-OF-USE LIABILITY 306776 LINE OF CREDIT 30000 336776 980135 158316 -30138 128178 851957 -6674 -6674 845283 941550 158316 6674 164990 776560 33171 33171 809731 PART V, LINE 4: OLHC ESTABLISHED A FUND AT THE CATHOLIC DIOCESE OF MADISON FOUNDATION (FOUNDATION) TO INVEST ITS ENDOWMENT ASSETS TO FURTHER THE ORGANIZATION'S MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY CATHOLIC DIOCESE OF MADISON FOUNDATION 3,033. GRANT EXPENSE -33,171. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990 PART VIII, LINE 10B -6,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990 PART VIII, LINE 10B 6,674. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT EXPENSE 33,171. DINNER 66986 66986 1279 66986 66986 1279 1279 -1279 0 WOMEN'S CARE CENTER MADISON 3711 ORWIN ROAD MADISON WI 53704 275083622 501(C)(3) 33171 0 GENERAL PURPOSE 1 0 PART I, LINE 2: ONCE GRANT FUNDS ARE DISBURSED, THE ORGANIZATION DOES NOT HAVE ANY PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS. X X X 0 0 0 0 0 0 0 0 0 MICHAEL KLOESS MD EXECUTIVE DIRECTOR 165900 0 0 0 0 0 0 0 0 0 165900 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PRESENTED TO THE PRESIDENT AND TREASURER FOR REVIEW. A COPY IS PRESENTED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NO CONTRACT OR OTHER TRANSACTION BETWEEN THE CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR ENTITY IN WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OR OFFICERS OR ARE FINANCIALLY INTERESTED, SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST OR BECAUSE SUCH DIRECTOR OR DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION OR BECAUSE HIS OR HER VOTES ARE COUNTED FOR SUCH PURPOSE, IF (A) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR COMMITTEE WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED DIRECTORS; OR (B) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION. INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION. FROM TIME TO TIME BOARD MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO SIGN AN ACKNOWLEDGEMENT. FORM 990, PART VI, SECTION B, LINE 15A A BOARD COMPENSATION COMMITTEE REVIEWS PUBLICLY AVAILABLE DATA ON MEDICAL DOCTOR SALARIES AND MAKES A RECOMMENDATION TO THE FULL BOARD (ABSENT DOCTOR KLOESS AND LARSON)AS TO AN APPROPRIATE SALARY. THE BOARD THEN VOTES ON THE RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY CATHOLIC DIOCESE OF MADISON FOUNDATION 3,033.