Nonprofit · EIN 39-6125163
WHA FOUNDATION INC
Tax-exempt · FITCHBURG, WI 53711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $167,874 | $207,455 | -$39,581 | $1,067,244 | $25,574 | $1,041,670 |
| December 31, 2023 | 990 | $56,873 | $150,829 | -$93,956 | $1,050,854 | $8,490 | $1,042,364 |
| December 31, 2021 | 990 | $179,279 | $129,993 | $49,286 | $1,398,826 | $8,189 | $1,390,637 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $114,350
- Program service revenue
- $0
- Investment income
- $53,524
- Net gain from sales of assets
- $19,956
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $83,003
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,600
- Program services (functional)
- $111,017
- Management and general (functional)
- $96,438
Balance sheet and other
- Total assets, start of year
- $1,050,854
- Total assets, end of year
- $1,067,244
- Total liabilities, end of year
- $25,574
- Net assets, end of year
- $1,041,670
- Publicly traded securities
- $927,301
- Net assets without donor restrictions
- $436,858
- Net assets with donor restrictions
- $604,812
- Gross receipts
- $335,427
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1968
- 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 |
|---|---|---|---|---|---|
| ERIC BORGERDING | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,304,050 | $47,859 |
| KRISTIE MCCOIC | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN BAUMAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL BERGMANN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JONI OLSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAIL PASARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRUSE ROESLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC BORGERDING | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,254,505 | $42,445 |
| KRISTIE MCCOIC | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN BAUMAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL BERGMANN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JONI OLSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAIL PASARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC BORGERDING | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,164,181 | $50,764 |
| JEFF EUCLIDE | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN BAUMAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNY DERKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRISTIE MCCOIC | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE ROESLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5510 RESEARCH PARK DRIVE, FITCHBURG, WI 53711-5372
- Principal officer (990 for 2024)
- ERIC BORGERDING, 5510 RESEARCH PARK DRIVE, FITCHBURG, WI 53711
- Signed the 990
- MOLLY WIEGEL, AUTHORIZED AGENT
- Phone
- (608) 274-1820
- Return prepared by
- WIPFLI LLP
Mission
THE WHA FOUNDATION, INC. WAS FORMED TO CARRY ON EDUCATIONAL, LITERACY, RESEARCH, AND CHARITABLE PROGRAM RELATED TO THE FIELD OF HEALTH, INCLUDING BUT NOT LIMITED TO HOSPITAL CARE AND ADMINISTRATION, WITH THE FOLLOWING SPECIFIC OBJECTS: TO ASSIST THE HEALTH CARE SYSTEM IN INSURING THAT IT HAS ADEQUATE WORKFORCE TO MEET THE NEEDS OF WISCONSIN'S CITIZENS; TO CONDUCT AND SPONSOR EDUCATIONAL PROGRAMS OF ALL TYPES FOR TRAINING OF HEALTH CAREER PERSONNEL AND CONSUMERS INTERESTED IN A BETTER UNDERSTANDING OF THE HEALTH CARE SYSTEM; TO FOSTER THE ACCUMULATION AND EXCHANGE OF HEALTH INFORMATION AND TO PUBLISH AND DISSEMINATE SUCH INFORMATION; TO ASSIST, SPONSOR, AND ENCOURAGE INDIVIDUALS PURSUING AND EDUCATION IN HEALTH CAREERS, SCIENTIFIC RESEARCH, AND LITERACY ENDEAVOR BY PROVIDING SCHOLARSHIPS AND GRANTS-IN-AID OR MAKING LOANS TO WORTHY INDIVIDUALS IN PURSUIT OF THESE OBJECTS; TO SUPPORT THE MISSION OF WISCONSIN HOSPITAL ASSOCIATION, INC. AND ITS AFFILIATED RELATED ORGANIZATIONS.
Program accomplishments
- PROGRAM FUNDING FOCUSES ON HEALTH CARE QUALITY & SAFETY INITIATIVES, HEALTH CARE WORKFORCE DEVELOPMENT INITIATIVES, AND COLLABORATIVE COMMUNITY HEALTH INITIATIVES THAT HAVE A STATEWIDE IMPACT:HEALTH CARE QUALITY & SAFETY INITIATIVES - THE FOUNDATION HAS SUPPORTED A VARIETY OF QUALITY AND SAFETY INITIATIVES FOR MORE THAN 10 YEARS, STARTING WITH THE FUNDING TO DEVELOP, LAUNCH AND UPGRADE CHECKPOINT, THE FIRST PUBLIC WEBSITE TO PROVIDE CONSUMERS WITH CLINICAL QUALITY MEASURES AND ERROR PREVENTION PRACTICES FOR ALL HOSPITALS IN WISCONSIN. MOST RECENTLY, IN 2014, THE FOUNDATION PROVIDED FUNDING FOR START-UP COSTS AND FIVE PARTIAL SCHOLARSHIPS FOR THE QUALITY RESIDENCY PROGRAM, CO-SPONSORED BY WISCONSIN HOSPITAL ASSOCIATION (WHA) AND THE RURAL WISCONSIN HEALTH COOPERATIVE. THIS PROGRAM IS DESIGNED TO ENGAGE NEW AND NOVICE HOSPITAL QUALITY IMPROVEMENT DIRECTORS IN A TWO-YEAR TRACK OF EDUCATION, LEADERSHIP TRAINING AND NETWORKING. IN ADDITION, BEGINNING IN 2016, THE FOUNDATION PROVIDED FUNDING FOR THE DEVELOPMENT OF A SCHOLARSHIP PROGRAM TO COVER THE COST OF HOSPITAL TEAMS PARTICIPATING IN SIMULATION TRAINING AT ONE OF FIVE PARTNERING SIMULATION LABS IN WISCONSIN. IN 2016, ALL SCHOLARSHIP RECIPIENTS FOCUSED ON OB-RELATED SCENARIOS. THE PROGRAM CONTINUES INTO 2022, WITH ALL RECIPIENTS FOCUSING ON SEVERE SEPSIS/SEPTIC SHOCK SCENARIOS OR ON PEDIATRIC TRAUMA SCENARIOS.COLLABORATIVE COMMUNITY HEALTH INITIATIVES - THE WHA FOUNDATION SUPPORTS COMMUNITY HEALTH INITIATIVES CREATED IN PARTNERSHIP WITH WHA MEMBERS THROUGH ITS ANNUAL GLOBAL VISION COMMUNITY PARTNERSHIP AWARD. THIS AWARD WAS ESTABLISHED IN 1993 WITH THE INTENTION OF PROVIDING RECOGNITION AND FINANCIAL SUPPORT TO INNOVATIVE AND COLLABORATIVE INITIATIVES THAT MEET A COMMUNITY'S HEALTH NEEDS. A TOTAL OF 50 GLOBAL VISION AWARDS HAVE BEEN PRESENTED SINCE ITS INCEPTION, AND THE AWARD INCLUDES A $2,500 UNRESTRICTED GRANT FOR EACH WINNING INITIATIVE.Expenses $65,014 · grants $37,000
- HEALTH CARE WORKFORCE DEVELOPMENT - ADDRESSING THE WORKFORCE NEEDS OF WISCONSIN HEALTH CARE PROVIDERS HAS BEEN A FOCUS OF THE FOUNDATION OVER THE PAST DECADE. MOST RECENTLY, THE FOUNDATION PROVIDED FUNDING TO DEVELOP, LAUNCH AND MAINTAIN THE BACHELOR OF SCIENCE IN NURSING (BSN) COMPLETION PROGRAM (WEBSITE HTTP://BSN.WHA.ORG). THIS SITE PROVIDES NURSES LOOKING TO TAKE THE NEXT STEP IN THEIR EDUCATION AND MOVE FROM AN ASSOCIATE'S DEGREE TO A BACHELOR'S DEGREE WITH ONE, ONLINE LOCATION TO LEARN MORE ABOUT EACH BSN COMPLETION PROGRAM THAT RECRUITS AND ENROLLS WISCONSIN NURSES. THE FOUNDATION ALSO SUPPORTS THE ANNUAL FOUNDATION SCHOLARS' PROGRAM, PROVIDING TWO ANNUAL SCHOLARSHIPS TO EACH OF THE 16 TECHNICAL COLLEGES IN WISCONSIN. THE UNIQUE TWIST IS THE SCHOLARSHIP COVERS EXPENSES INCURRED IN THE STUDENT'S FINAL SEMESTER, TO ASSIST AND ENCOURAGE STUDENTS TO MAKE THAT ONE FINAL PUSH TOWARD GRADUATION AND A CAREER IN HEALTH CARE. SINCE ITS INCEPTION IN 2003, MORE THAN 475 SCHOLARSHIPS HAVE BEEN AWARDED, WORTH MORE THAN $850,000.Expenses $46,003 · grants $46,003
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
- 39-6125163
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,067,244
- Income (IRS master file)
- $335,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $167,874 | $207,455 | $1,067,244 | XML |
| 990 | December 2023 | $56,873 | $150,829 | $1,050,854 | XML |
| 990 | December 2022 | $108,168 | $176,151 | $1,041,112 | IRS |
| 990 | December 2021 | $179,279 | $129,993 | $1,398,826 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 39-6125163).
Questions about WHA FOUNDATION INC
- What is the EIN of WHA FOUNDATION INC?
- The employer identification number (EIN) of WHA FOUNDATION INC is 39-6125163.
- Is WHA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to WHA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WHA 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 WHA 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 WHA 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 WHA FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names ERIC BORGERDING.
- Who are the officers and directors of WHA FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does WHA FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $167,874, expenses of $207,455 and total assets of $1,067,244 at year end.
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