Nonprofit · EIN 39-1363507
ROGERS MEMORIAL HOSPITAL FOUNDATION INC
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,225,273 | $4,628,861 | $596,412 | $46,970,459 | $397,888 | $46,572,571 |
| December 31, 2023 | 990 | $4,834,960 | $2,842,595 | $1,992,365 | $43,921,951 | $284,804 | $43,637,147 |
| July 31, 2023 | 990 | $11,602,494 | $4,651,702 | $6,950,792 | $41,423,148 | $279,360 | $41,143,788 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,492,950
- Program service revenue
- $0
- Investment income
- $1,791,650
- Net gain from sales of assets
- $417,152
- Net income from fundraising events
- -$59,327
- Other revenue
- -$59,327
Expenses
- Grants and similar amounts paid
- $4,318,007
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,318,007
- Management and general (functional)
- $43,364
- Fundraising (functional)
- $267,490
Balance sheet and other
- Total assets, start of year
- $43,921,951
- Total assets, end of year
- $46,970,459
- Total liabilities, end of year
- $397,888
- Net assets, end of year
- $46,572,571
- Publicly traded securities
- $33,728,815
- Net assets without donor restrictions
- $28,773,918
- Net assets with donor restrictions
- $17,798,653
- Gross receipts
- $13,346,327
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1980
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CYNTHIA MEYER | CEO Officer | 0.1 | $0 | $1,056,899 | $44,437 |
| CHRIS JAGODITZ | CFO (THROUGH 03/2025) Officer | 0.1 | $0 | $451,692 | $53,455 |
| MARTY VOGEL | VP PRINCIPAL GIFTS Officer | 40 | $0 | $393,500 | $82,260 |
| JOHN BOYD FORMER | CEO - TERMED 05/2023 Former | 0 | $0 | $445,493 | $0 |
| MATTHIAS SCHUETH | EXECUTIVE VICE PRESIDENT Officer | 40 | $0 | $300,915 | $50,423 |
| EDDIE TOMAICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN KONOPA | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRIAN KEELING | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MYRIEM BENNANI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NATE ZASTROW | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTIE TOSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL BADER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JOY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SPENCER MOATS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK HAMMER FORMER | CEO - RBHS - TERMED 05/2023 Former | 1 | $0 | $1,486,317 | $26,468 |
| JOHN BOYD | FORMER CEO - TERMED 05/2023 Former | 1 | $0 | $732,937 | $29,810 |
| CYNTHIA MEYER | CEO Officer | 1 | $0 | $583,138 | $51,364 |
| MARTY VOGEL | VP PRINCIPAL GIFTS Officer | 1 | $0 | $344,637 | $63,768 |
| MATTIAS SCHUETH | EXECUTIVE VICE PRESIDENT Officer | 1 | $0 | $247,110 | $84,923 |
| CHRIS JAGODITZ | CFO Officer | 1 | $0 | $305,090 | $10,134 |
| EDDIE TOMAICH | BOARD MEMBER Trustee or director | 1 | $0 | $126,924 | $44,150 |
| KEVIN KONOPA | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRIAN KEELING | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MYRIEM BENNANI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NATE ZASTROW | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE SCHUMAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN GAMBILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE TOSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL BADER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JOY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LORI LORENZE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SPENCER MOATS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK HAMMER | CEO - RBHS - TERMED 05/2023 Officer | 1 | $0 | $1,473,243 | $257,085 |
| JOHN BOYD | CEO - TERMED 05/2023 Officer | 1 | $0 | $684,636 | $140,689 |
| JOANNE HORVATH | CFO- TERMED 09/2022 Officer | 1 | $0 | $779,059 | $40,362 |
| MARTY VOGEL | VP PRINCIPAL GIFTS Officer | 1 | $0 | $356,632 | $78,954 |
| MATTIAS SCHUETH | EXECUTIVE VICE PRESIDENT Officer | 1 | $0 | $266,266 | $22,443 |
| ARNOLD STUEBER | FORMER CFO - TERMED 06/2021 Former | 1 | $0 | $247,520 | $0 |
| EDDIE TOMAICH | BOARD MEMBER Trustee or director | 1 | $0 | $130,781 | $38,480 |
| CYNTHIA MEYER | PRESIDENT & CEO - STARTED 06/2023 Officer | 1 | $0 | $79,083 | $0 |
| KEVIN KONOPA | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRIAN KEELING | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MYRIEM BENNANI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NATE ZASTROW | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE SCHUMAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN GAMBILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE TOSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL BADER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JOY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LORI LORENZE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SPENCER MOATS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS JAGODITZ | CFO - STARTED 02/2023 Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 34700 VALLEY RD, OCONOMOWOC, WI 53066-4500
- Principal officer (990 for 2024)
- ERIC WITTNEBEL, 34700 VALLEY ROAD, OCONOMOWOC, WI 53066
- Signed the 990
- ERIC WITTNEBEL, INTERIM CFO
- Phone
- (262) 646-4411
- Website
- WWW.ROGERSBHFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
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
Program accomplishments
- ROGERS MEMORIAL HOSPITAL FOUNDATION, INC. SUPPORTS PATIENTS AND PROGRAMS OF AFFILIATES OF ROGERS BEHAVIORAL HEALTH SYSTEM, INC. BY RAISING AND MANAGING PHILANTHROPIC INCOME. THROUGH DONATIONS PROVIDED BY INDIVIDUALS, CORPORATIONS, AND LOCAL FOUNDATIONS, ROGERS MEMORIALHOSPITAL FOUNDATION, INC. SUPPORTS PROGRAMS SUCH AS THE FOLLOWING:ANGEL FUND - THE ANGEL FUND ENABLES THE SOCIAL SERVICES STAFF AND THE FOUNDATION TO RESPOND TO SMALL, BUT URGENT, NEEDS OF THE PATIENTS THAT ENHANCE THEIR TREATMENT EXPERIENCE. SOME EXAMPLES INCLUDE WINTER COATS, HATS, AND GLOVES, PAJAMAS, SCHOOL UNIFORMS, BOARD GAMES, BOOKS, ANDPERSONAL HYGIENE PRODUCTS AS WELL AS UNUSUAL MEDICATION NEEDS AND THE UNEXPECTED. THE ANGEL FUND ALSO PROVIDES DOLLARS TO ENSURE THAT EVERY CHILD IN TREATMENT AT ANY ROGERS MEMORIAL HOSPITAL LOCATION RECEIVES A GIFT AND SPECIAL TREATS DURING THE HOLIDAY SEASON.SPIRITUAL CARE PROGRAM - THE SPIRITUAL CARE PROGRAM EXISTS TO EVALUATE, PLAN AND IMPLEMENT ONE-TO-ONE SUPPORT AND GROUP PROGRAMMING THAT WILL ENCOURAGE AND BRING HOPE, WHILE MEETING THE SPIRITUAL NEEDS OF PATIENTS. THE SPIRITUALITY COORDINATOR AND CHAPLAIN WORK HAND-IN-HAND WITH THE MEDICAL STAFF THROUGH PARTICIPATION IN THE MULTI-DISCIPLINARY TEAM APPROACH, AS WELL AS BY BUILDING PARTNERSHIPS WITH LEADERS OF OTHER FAITH COMMUNITIES FOR THE PURPOSE OF REFERRALS. THE FOUNDATION WORKS IN CONJUNCTION WITH THE SPIRITUALITY COORDINATOR TO RAISE 100% OF THE PROGRAM'S BUDGETARY NEEDS.HOSPITAL CAPITAL EXPANSION PROJECTS - THE SYSTEM IS DEDICATED TO EXPANDING AND UPDATING ITS FACILITIES TO IMPROVE THE QUALITY OF ITS PROGRAMS. THE FOUNDATION IS AN INTEGRAL PART OF RAISING FUNDS IN SUPPORT OF THESE EXPANSION PROJECTS.IN 2024 THE FOUNDATION PROVIDED FREE DAYS OF CARE FOR CLOSE TO 350 PATIENTS FOR $1,600,000; CLOSE TO A 1,000 REQUESTS FOR THE ANGEL FUND WERE ANSWERED WORTH $355,000. 5,000 PATIENTS WERE ABLE TO BENEFIT THROUGH THE FOUNDATION SUPPORTED SPIRITUAL CARE PROGRAM (INDIVUAL CONSULTS, GROUP SESSIONS, SERVICES). OTHER AREAS OF SUPPORT: COACHING OF YOUTH LEADERS AND SCHOOL COUNSELORS IN MILWAUKEE AND SHEBOYGAN HOW TO DEAL WITH MENTAL HEALTH CHALLENGES IN THEIR RESPECTIVE ENVIRONMENT AND SUPPORTING THE ONGOING RESEARCH OF THE ROGERS RESEARCH CENTER IN GENETIC, DATANAYLSIS, AND NEUROSCIENCE.Expenses $4,318,007 · grants $4,318,007
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1363507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $46,970,459
- Income (IRS master file)
- $13,346,327
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,225,273 | $4,628,861 | $46,970,459 | XML |
| 990 | December 2023 | $4,834,960 | $2,842,595 | $43,921,951 | XML |
| 990 | July 2023 | $11,602,494 | $4,651,702 | $41,423,148 | XML |
| 990 | July 2022 | $7,471,556 | $6,119,631 | $33,690,664 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 39-1363507).
Questions about ROGERS MEMORIAL HOSPITAL FOUNDATION INC
- What is the EIN of ROGERS MEMORIAL HOSPITAL FOUNDATION INC?
- The employer identification number (EIN) of ROGERS MEMORIAL HOSPITAL FOUNDATION INC is 39-1363507.
- Is ROGERS MEMORIAL HOSPITAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to ROGERS MEMORIAL HOSPITAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROGERS MEMORIAL HOSPITAL FOUNDATION 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 ROGERS MEMORIAL HOSPITAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROGERS MEMORIAL HOSPITAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROGERS MEMORIAL HOSPITAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names ERIC WITTNEBEL.
- Who are the officers and directors of ROGERS MEMORIAL HOSPITAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does ROGERS MEMORIAL HOSPITAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,225,273, expenses of $4,628,861 and total assets of $46,970,459 at year end.
Other nonprofits in OCONOMOWOC
- ROGERS MEMORIAL HOSPITAL INCORPORATED EIN 39-1139101 · last filed 990 for 2024
- LAKE AREA FREE CLINIC INC EIN 39-2006388 · last filed 990 for 2025
- ROGERS BEHAVIORAL HEALTH SYSTEM INC EIN 26-3902724 · last filed 990 for 2024
- REACT 19 INC EIN 87-3643837 · last filed 990 for 2024
- RIGHT RELIEF INC EIN 84-3197504 · last filed 990 for 2025
- TOPS CLUB INC EIN 39-2015572 · last filed 990-N for 2025
- JR HEARTS EIN 81-2550420 · last filed 990-N for 2024
- WISCONSIN BREASTFEEDING COALITION EIN 45-4282014 · last filed 990-N for 2025