Nonprofit · EIN 39-0286215
FORT HEALTHCARE INC
Tax-exempt · FORT ATKINSON, WI 53538
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $166,670,022 | $158,777,474 | $7,892,548 | $338,048,777 | $99,043,875 | $239,004,902 |
| September 30, 2024 | 990 | $160,709,029 | $150,286,038 | $10,422,991 | $321,991,405 | $103,776,313 | $218,215,092 |
| September 30, 2023 | 990 | $150,628,992 | $144,901,304 | $5,727,688 | $247,529,031 | $57,230,641 | $190,298,390 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $628,953
- of which government grants
- $80,503
- Program service revenue
- $160,786,060
- Investment income
- $4,099,651
- Net rental income
- $527,059
- Net gain from sales of assets
- $579,579
- Other revenue
- $1,155,358
Expenses
- Grants and similar amounts paid
- $327,000
- Compensation of officers, directors and key employees
- $4,050,339
- Other salaries and wages
- $58,809,448
- Salaries, compensation and benefits (total)
- $81,144,785
- Professional fundraising fees
- $0
- Accounting fees
- $136,258
- Occupancy
- $4,740,196
- Travel
- $42,643
- Depreciation
- $6,415,918
- Program services (functional)
- $136,193,680
- Management and general (functional)
- $22,572,148
- Fundraising (functional)
- $11,646
Balance sheet and other
- Total assets, start of year
- $321,991,405
- Total assets, end of year
- $338,048,777
- Total liabilities, end of year
- $99,043,875
- Net assets, end of year
- $239,004,902
- Land, buildings and equipment
- $99,088,729
- Publicly traded securities
- $137,424,367
- Net assets without donor restrictions
- $239,004,902
- Gross receipts
- $177,966,224
- Employees
- 1,109
- Volunteers
- 108
- Year formed
- 1942
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW BLISS MD | PHYSICIAN Highest-paid employee | 40 | $1,112,958 | $53,145 |
| MICHAEL WALLACE | SENIOR ADVISOR (RETIRED PRES./CEO) Highest-paid employee | 40 | $1,025,323 | $13,393 |
| MICHAEL ANDERSON MD | PRESIDENT/CEO Trustee or director, Officer | 40 | $973,643 | $56,200 |
| PAUL SCHUPPNER DO | BOARD MEMBER Trustee or director | 40 | $877,122 | $59,951 |
| ISIDORO ZAMBRANO MD | PHYSICIAN Highest-paid employee | 40 | $856,420 | $56,200 |
| BILLIE KONTNY MD | BOARD MEMBER Trustee or director | 40 | $721,904 | $56,200 |
| MARC ERICKSON MD | PHYSICIAN Highest-paid employee | 40 | $567,437 | $56,696 |
| DOUGLAS KEEHN DO | PHYSICIAN Highest-paid employee | 40 | $447,730 | $30,757 |
| STEPHANIE NOTTESTAD MD | BOARD MEMBER Trustee or director | 40 | $394,435 | $54,849 |
| JAMES NELSON | SR. VICE PRESIDENT/CFO Officer | 40 | $364,961 | $58,546 |
| JEFFREY CICHOCKI CRNA | BOARD MEMBER Trustee or director | 3 | $332,433 | $27,960 |
| ROBERTA WEDL MD | CHIEF OF STAFF Trustee or director | 3 | $27,000 | $0 |
| JAMES FITZPATRICK PHD | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROY BUDLONG | VICE CHAIR & TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| LESLEY CHAPIN PSYD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA HAUBENSCHILD | BOARD MEMBER Trustee or director | 3 | $0 |
| CHRISTOPHER MARTIN | BOARD MEMBER Trustee or director | 3 | $0 |
| MARY BECK METZGER | BOARD MEMBER Trustee or director | 24 | $0 |
| CHRISTI OTT | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended September 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW BLISS MD | PHYSICIAN Highest-paid employee | 40 | $1,559,256 | $44,838 |
| ISIDORO ZAMBRANO MD | PHYSICIAN Highest-paid employee | 40 | $925,720 | $46,959 |
| PAUL SCHUPPNER DO | BOARD MEMBER Trustee or director | 40 | $850,705 | $38,395 |
| MICHAEL ANDERSON MD | PRESIDENT/CEO Trustee or director, Officer | 40 | $815,683 | $46,915 |
| MICHAEL WALLACE | SENIOR ADVISOR (RETIRED PRES./CEO) Highest-paid employee | 40 | $655,083 | $47,401 |
| BILLIE KONTNY MD | BOARD MEMBER Trustee or director | 40 | $650,274 | $46,914 |
| JONATHAN MCLAUGHLIN MD | PHYSICIAN Highest-paid employee | 40 | $611,790 | $44,806 |
| MARC ERICKSON MD | PHYSICIAN Highest-paid employee | 40 | $532,398 | $47,606 |
| STEPHANIE NOTTESTAD MD | BOARD MEMBER Trustee or director | 40 | $420,704 | $45,656 |
| NATHANIEL FULLERTON MD | CHIEF OF STAFF (THRU OCT 2023) Trustee or director | 40 | $409,602 | $49,635 |
| JAMES NELSON | SR. VICE PRESIDENT/CFO Officer | 40 | $355,156 | $49,391 |
| MARY BECK METZGER | BOARD MEMBER Trustee or director | 24 | $67,470 | $16,023 |
| ROBERTA WEDL MD | CHIEF OF STAFF Trustee or director | 3 | $24,750 | $0 |
| JAMES FITZPATRICK PHD | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROY BUDLONG | VICE CHAIR & TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| THOMAS VINZ | SECRETARY (THRU JAN 2024) Trustee or director, Officer | 3 | $0 | $0 |
| LESLEY CHAPIN PSYD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| CARLA HAUBENSCHILD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| CHRISTOPHER MARTIN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| CHRISTI OTT | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| RICHARD TELFER PHD | BOARD MEMBER (THRU JAN 2024) Trustee or director | 3 | $0 | $0 |
990 for the year ended September 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL ANDERSON MD | PRESIDENT/CEO Trustee or director, Officer | 40 | $1,595,636 | $44,201 |
| MATTHEW BLISS MD | PHYSICIAN Highest-paid employee | 40 | $1,035,243 | $43,811 |
| ISIDORO ZAMBRANO MD | PHYSICIAN Highest-paid employee | 40 | $787,534 | $42,791 |
| PAUL SCHUPPNER DO | BOARD MEMBER Trustee or director | 40 | $761,420 | $25,285 |
| MARC ERICKSON MD | PHYSICIAN Highest-paid employee | 40 | $712,404 | $42,797 |
| MICHAEL WALLACE | PRESIDENT/CEO (THRU DEC 2022) Trustee or director, Officer | 40 | $637,198 | $45,607 |
| BILLIE KONTNY MD | BOARD MEMBER Trustee or director | 40 | $598,425 | $42,791 |
| CHRISTINE CHUPPA MD | CHIEF OF STAFF (THRU DEC 2022) Trustee or director | 40 | $575,079 | $42,791 |
| JONATHAN MCLAUGHLIN MD | PHYSICIAN Highest-paid employee | 40 | $469,071 | $45,139 |
| WILLIAM HOFMANN MD | PHYSICIAN Highest-paid employee | 40 | $468,047 | $42,945 |
| NATHANIEL FULLERTON MD | CHIEF OF STAFF Trustee or director | 40 | $366,545 | $48,136 |
| STEPHANIE NOTTESTAD MD | BOARD MEMBER Trustee or director | 40 | $369,960 | $44,712 |
| JAMES NELSON | SR. VICE PRESIDENT/CFO Officer | 40 | $363,506 | $45,461 |
| MARY BECK METZGER | BOARD MEMBER Trustee or director | 40 | $65,927 | $15,750 |
| MARY BEHLING | CHAIR (THRU DEC 2022) Trustee or director, Officer | 3 | $0 | $0 |
| JAMES FITZPATRICK PHD | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROY BUDLONG | VICE CHAIR & TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| THOMAS VINZ | BOARD MEMBER/SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| KATHI CAULEY | BOARD MEMBER (THRU DEC 2022) Trustee or director | 3 | $0 | $0 |
| CARLA HAUBENSCHILD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| CHRISTOPHER MARTIN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| CHRISTI OTT | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| RICHARD TELFER PHD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 611 SHERMAN AVE E, FORT ATKINSON, WI 53538-1960
- Principal officer (990 for 2024)
- JAMES NELSON, 611 SHERMAN AVENUE EAST, FORT ATKINSON, WI 53538
- Signed the 990
- JAMES NELSON, SR. VICE PRESIDENT/CFO
- Phone
- (800) 421-4677
- Website
- WWW.FORTHEALTHCARE.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
OUR MISSION AT FORT HEALTHCARE IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY.
Program accomplishments
- OPERATION OF A 49-BED ACUTE CARE FACILITY WITH AN EMERGENCY ROOM AND FULL COMPLEMENT OF ANCILLARY SERVICES.FORT HEALTHCARE COMMUNITY IMPACT:CHARITY CARE - $5,637,725: CHARITY CARE IS DEFINED AS FREE OR DISCOUNTED HEALTH SERVICES PROVIDED TO THOSE WHO CANNOT AFFORD TO PAY AND WHO MEET ALL CRITERIA FOR FINANCIAL ASSISTANCE. CHARITY CARE IS BASED ON ACTUAL COSTS, NOT CHARGES, AND DOES NOT INCLUDE BAD DEBT.COMMUNITY HEALTH IMPROVEMENT SERVICES - $328,271: COMMUNITY HEALTH IMPROVEMENT SERVICES ARE DEFINED AS CLINICAL AND NON-CLINICAL SERVICES DESIGNED TO IMPROVE COMMUNITY HEALTH, WHICH ARE PROVIDED TO THE COMMUNITY FOR FREE OR FOR FEES THAT DID NOT COVER COSTS.FINANCIAL CONTRIBUTIONS - $146,464: FINANCIAL CONTRIBUTIONS ARE DEFINED AS CONTRIBUTIONS, INCLUDING CASH, NON-CASH ITEMS SUCH AS FOOD, FURNITURE, EQUIPMENT, SUPPLIES, AND LOANED STAFF FOR VOLUNTEER AND CHARITABLE PURPOSES, MADE TO INDIVIDUALS, COMMUNITY GROUPS, OR NONPROFIT ORGANIZATIONS FOR CHARITABLE PURPOSES.COMMUNITY BUILDING ACTIVITIES - $42,017: COMMUNITY BUILDING ACTIVITIES ARE DEFINED AS PROGRAMS THAT, WHILE NOT DIRECTLY RELATED TO HEALTH CARE, PROVIDE OPPORTUNITIES TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS, SUCH AS POVERTY, HOMELESSNESS, AND ENVIRONMENTAL ISSUES. COSTS FOR THESE ACTIVITIES INCLUDE CASH AND IN-KIND DONATIONS.COMMUNITY BENEFIT OPERATIONS - $0: COMMUNITY BENEFIT OPERATIONS ARE DEFINED AS COSTS ASSOCIATED WITH DEDICATED STAFF AND COMMUNITY HEALTH NEEDS AND/OR ASSESSMENT, AS WELL AS OTHER COSTS ASSOCIATED WITH COMMUNITY BENEFIT STRATEGY AND OPERATIONS.SUBSIDIZED HEALTH SERVICES - $32,496: SUBSIDIZED HEALTH SERVICES ARE DEFINED AS THE NEGATIVE MARGIN FOR CLINICAL SERVICES THAT ARE PROVIDED DESPITE A FINANCIAL LOSS BECAUSE OF AN IDENTIFIED COMMUNITY NEED THAT WOULD NEED TO BE MET BY THE GOVERNMENT OR ANOTHER NOT-FOR-PROFIT IF IT WAS NOT OFFERED. THE FINANCIAL LOSSES ARE SO SIGNIFICANT THAT NEGATIVE MARGINS REMAIN AFTER REMOVING THE EFFECTS OF CHARITY CARE, BAD DEBT, AND MEDICAID SHORTFALLS.TOTAL BENEFIT TO THE COMMUNITY FOR FISCAL YEAR 2025 WAS $6,186,972.Expenses $90,529,543 · grants $327,000 · revenue $118,861,705
- OPERATION OF PHYSICIAN CLINICS WITH OUTREACH INTO THE SURROUNDING COMMUNITIES.Expenses $45,664,137 · revenue $41,404,802
- EQUITY INCOME IN UNCONSOLIDATED AFFILIATES - HEALTH CLINIC.revenue $38,220
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 39-0286215
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1944
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $338,048,777
- Income (IRS master file)
- $177,966,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $166,670,022 | $158,777,474 | $338,048,777 | XML |
| 990 | September 2024 | $160,709,029 | $150,286,038 | $321,991,405 | XML |
| 990 | September 2023 | $150,628,992 | $144,901,304 | $247,529,031 | XML |
| 990 | September 2022 | $157,835,646 | $138,696,674 | $241,376,447 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0286215).
Questions about FORT HEALTHCARE INC
- What is the EIN of FORT HEALTHCARE INC?
- The employer identification number (EIN) of FORT HEALTHCARE INC is 39-0286215.
- Is FORT HEALTHCARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to FORT HEALTHCARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORT HEALTHCARE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORT HEALTHCARE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORT HEALTHCARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of FORT HEALTHCARE INC?
- The 990 for the year ended September 30, 2025 names JAMES NELSON.
- Who are the officers and directors of FORT HEALTHCARE INC?
- The 990 for the year ended September 30, 2025 lists 19 people; 12 received compensation from the organization, the highest $1,112,958 (MATTHEW BLISS MD, PHYSICIAN).
- How much revenue does FORT HEALTHCARE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $166,670,022, expenses of $158,777,474 and total assets of $338,048,777 at year end.
Other nonprofits in FORT ATKINSON
- FORT MEMORIAL HOSPITAL FOUNDATION INC EIN 39-1397028 · last filed 990 for 2025
- JEFFERSON COUNTY CANCER COALITION EIN 46-2028811 · last filed 990 for 2025
- WISCONSIN HEALTHCARE EIN 39-1633772 · last filed 990-N for 2025
- OPPORTUNITIES INC OF JEFFERSON COUNTY EIN 39-1078133 · last filed 990 for 2024
- BADGERLAND AFTER SCHOOL ENRICHMENT PROGRAM INC EIN 83-2103418 · last filed 990 for 2025
- FORT ATKINSON COMMUNITY FOUNDATION EIN 39-6220899 · last filed 990 for 2025
- ROCK RIVER HERITAGE INC EIN 45-3576912 · last filed 990 for 2025
- NATIONAL NIEMANN-PICK DISEASE FOUNDATION EIN 35-1844264 · last filed 990 for 2025