ROGERS MEMORIAL HOSPITAL FOUNDATION INC

EIN: 391363507 501(c)(3) Health Care

OCONOMOWOC, WI

Total Revenue
$5,225,273
Total Expenses
$4,628,861
Total Assets
$46,970,459
Net Assets
$46,572,571
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
WI
Principal Officer
ERIC WITTNEBEL
Phone
2626464411
Tax Period
2024-01-01 to 2024-12-31

ROGERS MEMORIAL HOSPITAL FOUNDATION INC, founded in 1980, is a community nonprofit in the Health Care sector that reported $5.2M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $4.6M left a modest 11% surplus.

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 Service Accomplishments

Program 1
Expenses: $4,318,007

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,492,950
Program Service Revenue $0
Investment Income $1,791,650
Other Revenue $-59,327
TOTAL REVENUE $5,225,273

Expense Breakdown

Grants Paid $4,318,007
Salaries & Benefits $0
Fundraising Expenses $267,490
Program Expenses $4,318,007
Other Expenses $310,854
TOTAL EXPENSES $4,628,861

Year-over-Year Comparison

2024 2023 Change
Revenue $5,225,273 $4,834,960 +0.1%
Expenses $4,628,861 $2,842,595 +0.6%
Net Income $596,412 $1,992,365 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
6
Employees
N/A
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$2,433,581
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CYNTHIA MEYER CEO 0.10
Officer
$0 $44,437 $1,101,336
CHRIS JAGODITZ CFO (THROUGH 03/2025) 0.10
Officer
$0 $53,455 $505,147
MARTY VOGEL VP PRINCIPAL GIFTS 40.00
Officer
$0 $82,260 $475,760
JOHN BOYD FORMER CEO - TERMED 05/2023 0.00
$0 $0 $445,493
MATTHIAS SCHUETH EXECUTIVE VICE PRESIDENT 40.00
Officer
$0 $50,423 $351,338
EDDIE TOMAICH BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN KONOPA BOARD CHAIR 2.00
Officer Director
$0 $0 $0
BRIAN KEELING VICE CHAIR 2.00
Officer Director
$0 $0 $0
MYRIEM BENNANI SECRETARY 2.00
Officer Director
$0 $0 $0
NATE ZASTROW TREASURER 1.00
Officer Director
$0 $0 $0
CHRISTIE TOSON BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL BADER BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN JOY BOARD MEMBER 1.00
Director
$0 $0 $0
SPENCER MOATS BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $5,225,273 $4,628,861 $46,970,459 $596,412
2023 $11,602,494 $4,651,702 $41,423,148 $6,950,792
2023 $4,834,960 $2,842,595 $43,921,951 $1,992,365
2022 $7,471,556 $6,119,631 $33,690,664 $1,351,925
2021 $7,496,921 $5,640,659 $35,314,796 $1,856,262
2020 $11,821,760 $4,878,131 $29,541,907 $6,943,629
2019 $7,470,954 $2,015,847 $22,184,858 $5,455,107
2018 $2,524,852 $1,954,144 $16,746,404 $570,708
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