2026-05-22T11:01:31-04:00 2025-12-31 391224176 SIEPERT & CO LLP 1511 N BLACKHAWK BLVD ROCKTON IL 610721513 990 2025-01-01 391477854 BELOIT HEALTH SYSTEM FOUNDATION INC BELO 6083635724 1969 W HART RD BELOIT WI 53511 DEREK HAHN CHAIRMAN 6083635724 2026-05-22 MARK H TROTTER P00548636 6083652266 2026-05-22 2025 2025-03-06 01:10:19Z DEREK HAHN 1969 W HART ROAD BELOIT WI 53511 4397832 false X WWW.BELOITHEALTHSYSTEM.ORG/FOUNDATION X 1984 WI THE MISSION OF BELOIT HEALTH SYSTEM FOUNDATION, INC. IS THE DEVELOPMENT, MANAGEMENT AND DISTRIBUTION OF GIFTS TO ASSIST BELOIT HEALTH SYSTEM IN PROVIDING EXCELLENCE IN HEALTH CARE FOR THE STATELINE AREA. 15 11 0 0 2982392 1367465 0 1160940 962609 102337 4143332 2432411 0 0 0 0 375593 2821410 2420859 2821410 2420859 1321922 11552 14336262 14768764 69038 41152 14267224 14727612 THE MISSION OF BELOIT HEALTH SYSTEM FOUNDATION, INC. IS THE DEVELOPMENT, MANAGEMENT AND DISTRIBUTION OF GIFTS TO ASSIST BELOIT HEALTH SYSTEM IN PROVIDING EXCELLENCE IN HEALTH CARE FOR THE STATELINE AREA. false false 2039990 DISTRIBUTIONS TO BELOIT HEALTH SYSTEM 2039990 true true false false false false false false false true false false false true false true true true false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false true true false false false false false false false false X 15 11 false false false false false false false true true false false true true true true true true false false false WI X TAMI SCARPETTA 6083635724 1969 W HART ROAD BELOIT WI 53511 TIMOTHY MCKEVETT BOARD MEMBER 40.00 X 0 1329221 183470 DR ZACH ZIMMERMAN BOARD MEMBER 40.00 X 0 906828 13800 NICOLE KOVARIK BOARD MEMBER 40.00 X 0 185372 7147 TAMI SCARPETTA EXE DIR/ NON 40.00 X X 0 163979 6431 DORIS MULDER BOARD MEMBER 8.00 X 0 12789 0 LORI PACKARD DABSON BOARD MEMBER 0.00 X 0 0 0 TOM FINLEY BOARD MEMBER 0.00 X 0 0 0 SETH FRISBEE BOARD MEMBER 0.00 X 0 0 0 DEREK HAHN CHAIRMAN 0.00 X X 0 0 0 STEPHANIE KNUEPPEL SECRETARY 0.00 X X 0 0 0 MARK LEACH BOARD MEMBER 0.00 X 0 0 0 MIKE MARQUETTE VICE CHARIMA 0.00 X X 0 0 0 TIM OSWALD TREASURER 0.00 X X 0 0 0 LOUIE PODY BOARD MEMBER 0.00 X 0 0 0 JACQUIE SEYMOUR BOARD MEMBER 0.00 X 0 0 0 MARTHA WILLIAMS BOARD MEMBER 0.00 X 0 0 0 2598189 210848 false true false 245950 1121515 1367465 253548 253548 2315000 269366 1875305 439695 269366 709061 709061 192453 245950 90116 102337 2432411 962609 40747 40747 26466 26466 7314 7314 5620 5620 1538 1538 1410 1410 DISTRIBUTIONS TO BHS 2039990 2039990 WAGES/ BENEFITS TO BHS 250294 250294 OTHER FUNDRAISING 39118 39118 LIFE INSURANCE 5276 5276 3086 3086 2420859 2039990 5276 375593 1022992 1244296 1858707 1905579 10555193 10645588 899370 973301 14336262 14768764 69038 41152 69038 41152 X 4382026 3805463 9885198 10922149 14267224 14727612 14336262 14768764 X 11552 448836 X false true X true false X X X 1 BELOIT HEALTH SYSTEMS INC 391028081 3 true 2039990 0 1 2039990 0 true false false false false false false false false false false false false false false true true true 0 0 2982392 1559918 2982392 1559918 0 265000 302069 254828 168918 2462564 1088931 10733343 10600391 1122367 1133644 0 11855710 11734035 0 0 11855710 11734035 177836 176011 11677874 11558024 408726 404531 0 408726 404531 2462564 2093179 408726 2093179 0 2093179 2039990 0 470987 0 0 2510977 2039990 2093179 0.974589000000 2093179 0 794731 1215436 1110584 2238611 2114623 7473985 0 2093179 0 5380806 2510977 0 2510977 0 0 7891783 0 1027572 2238611 2114623 2510977 PART IV, SECTION D, LINE 3 BELOIT HEALTH SYSTEM INC NOTIFIES THE FOUNDATION WHEN IT HAS SPECIFIC FUNDRAISING REQUIREMENTS FOR ITS PROJECTS AND HAS DIRECT INVOLVEMENT OF THE FOUNDATION'S INCOME AND ASSETS YEAR-ROUND. THE PRESIDENT AND CEO OF THE HEALTH SYSTEM SERVES ON THE BOARD OF DIRECTORS OF THE FOUNDATION. PART V, SECTION D, LINE 8 BELOIT HEALTH SYSTEM FOUNDATION'S ANNUAL DISTRIBUTIONS MET THE REQUIREMENT TEST. OTHER REASONS DISTRIBUTIONS TO BELOIT HEALTH SYSTEM TO WHICH THE FOUNDATION IS RESPNSIVE ARE AS FOLLOWS: 1) THE FOUNDATION ONLY GIVES TO THE BELOIT HEALTH SYSTEM. 2) THE HEALTH SYSTEM PROVIDES THE OFFICE SPACE AND PAYS WAGES OF THE FOUNDATION'S STAFF. 3)THE HEALTH SYSTEM NOTIFIES THE FOUNDATION OF ITS FUNDRAISING NEEDS FOR FUTURE PROJECTS. 4) THE FINANCIALS OF THE FOUNDATION ARE INCLUDED IN THE ANNUAL HEALTH SYSTEM AUDIT AND ARE GIVEN TO THE BOARD AT REGULARLY SCHEDULED MEETINGS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9013852 5745 1241790 919761 9341626 8226732 878120 9013852 7233172 993560 8226732 7407574 939843 -1114245 7233172 6820479 30741 559215 2861 7407574 0.18010 0.24310 0.57680 false false CASH VALUE OF LIFE INSURANCE 973301 973301 X 2971363 448836 90116 538952 2432411 2432411 2510975 90116 90116 2420859 2420859 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO SUPPORT VARIOUS SERVICES PROVIDED TO PATIENTS AND FUTURE CAPITAL IMPROVEMENTS OF BELOIT HEALTH SYSTEM. THE ENDOWMENTS INCLUDE BOTH WITH DONOR RESTRICTIONS AND BOARD DESIGNATED ENDOWMENT FUNDS. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME PURSUANT TO SECTIN 201(A)OF THE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAX ON RELATED INCOME. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSE 90,116 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSE 90,116 PRO-AM GOLF 257865 137950 119915 29671 16596 DOVES AND DIAMO 141460 76600 64860 21369 1000 17827 1 39078 31400 7678 777 700 482 1694 438403 245950 192453 777 29671 22069 1482 36117 90116 102337 X false true false false false false false false false TIMOTHY MCKEVETT BOARD MEMBER 720606 229510 379105 183470 1512691 379105 DR ZACH ZIMMERMAN BOARD MEMBER 906828 13800 920628 NICOLE KOVARIK BOARD MEMBER 180379 4993 7147 192519 TAMI SCARPETTA EXE DIR/ NON VOTING 138294 25685 6431 170410 SCHEDULE J, PAGE 1, PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS PAID THROUGH BELOIT HEALTH SYSTEM AND IS DETEMINED AND APPROVED BY A SMALL COMMITTEE WITHIN THE BOARD OF DIRECTORS. THE COMMITTEE IS CALLED THE COMPENSATION AND EVALUATION COMMITTEE. SCHEDULE J, PAGE 1, PART I, LINE 4 TIMOTHY MCKEVETT 0 379,105 0 FORM 990, PAGE 6, PART VI, LINE 11B BELOIT HEALTH SYSTEM FOUNDATION'S FINANCE COMMITTEE WILL REVIEW A COMPLETED FORM 990 DURING A REGULARLY SCHEUDULED MEETING PRIOR TO THE FINAL SUBMISSION OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C BOARD OF DIRECTORS EACH SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSE 90,116 DIRECT FUNDRAISING EXPENSE -90,116 BELOIT HEALTH SYSTEM 1969 WEST HART ROAD BELOIT WI 53511 391028081 MEDICAL CA WI 501C3 3 N/A false BELOIT HEALTH SYSTEM AUXILIARY 1969 WEST HART ROAD BELOIT WI 53511 390928583 SUPPORT WI 501C3 12D N/A false false true true false false false false false false false false false false true false false true false false BELOIT HEALTH SYSTEM B 2039990 ACTUAL CASH DISTRIBUTED BELOITH HEALTH SYSTEM AUXILLARY C 20300 ACTUAL CASH RECEIVED