2025-09-23T16:27:47-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-01-01 931964974 ROGERS BEHAVIORAL HEALTH - PENNSYLVANIA INC ROGE 2626464411 34700 VALLEY ROAD OCONOMOWOC WI 53066 ERIC WITTNEBEL INTERIM CFO 2626464411 2025-09-15 1 1 SHELBY NETZ CPA P01405265 4147775500 2025-09-15 2024 2025-03-06 01:10:19Z CINDY MEYER 34700 VALLEY ROAD OCONOMOWOC WI 53066 566775 0 X N/A X 2023 PA WE PROVIDE HIGHLY EFFECTIVE MENTAL HEALTH AND ADDICTION TREATMENT THAT HELPS PEOPLE REACH THEIR FULL POTENTIAL FOR HEALTH AND WELL-BEING. 4 0 0 0 0 0 0 0 0 566775 0 0 0 0 0 566775 0 0 0 0 0 0 0 0 0 0 566775 0 566775 0 0 0 760782 0 760782 0 0 WE PROVIDE HIGHLY EFFECTIVE MENTAL HEALTH AND ADDICTION TREATMENT THAT HELPS PEOPLE REACH THEIR FULL POTENTIAL FOR HEALTH AND WELL-BEING. 0 0 566775 566775 WE ARE A NOT-FOR-PROFIT INDEPENDENT PROVIDER OF SPECIALIZED DEPRESSION, OCD, ANXIETY, AND PRIMARY BEHAVIORAL HEALTH CARE FOR ADULTS, ADOLESCENTS AND CHILDREN. OUR PARTIAL HOSPITALIZATION PROGRAMS, INTENSIVE OUTPATIENT PROGRAMS AND VIRTUAL TELEHEALTH PROGRAMS PROVIDE COMPREHENSIVE, FLEXIBLE AND CARE WITHOUT THE NEED TO STAY AT A CLINIC OVERNIGHT. IN FISCAL YEAR 2024 WE SERVED OUR COMMUNITY WITH 1,189 PARTIAL DAYS AND 462 INTENSIVE OUTPATIENT DAYS. 566775 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2626464411 34700 VALLEY ROAD OCONOMOWOC WI 53066 CYNTHIA MEYER CEO/BOARD MEMBER 0.10 40.00 X X 0 1056899 44437 JERRY HALVERSON CMO/BOARD MEMBER 0.10 40.00 X 0 556722 90850 SEAN LENOUE - SR MEDICAL DIRECTOR/BOARD MEMBER 0.10 40.00 X 0 474157 40444 STEPHANIE EKEN - FORMER ASST CMO/BOARD MEMBER (TO 02/2024) 0.10 40.00 X 0 271276 44728 CHRIS JAGODITZ FORMER CFO (TO 03/2025) 0.10 40.00 X 0 451692 53455 EMILY RUSSART VP ACCOUNTING/CONTROLLER 0.10 40.00 X 0 230407 40293 0 3041153 314207 0 0 1 0 0 PATIENT REVENUE 621110 566775 566775 566775 566775 566775 0 0 MANAGEMENT FEES 559354 559354 BAD DEBT EXPENSE 7421 7421 566775 566775 0 0 0 559354 0 201428 0 760782 0 760782 0 760782 X 0 0 0 0 0 0 0 0 0 760782 0 0 X X 0 1 X 1 0 X 566775 566775 566775 566775 0 0 0 566775 566775 566775 X 0 DUE FROM ROGERS MEMORIAL HOSPITAL, INC. 201428 201428 DUE TO ROGERS MEMORIAL HOSPITAL, INC. 201428 DUE TO ROGERS BEHAVIORAL MANAGEMENT, LLC 559354 760782 X PART X, LINE 2: ROGERS BEHAVIORAL HEALTH - PENNSYLVANIA, INC. IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A)(2) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. ROGERS BEHAVIORAL HEALTH - PENNSYLVANIA, INC. FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THE RETURN IS FILED IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX EXEMPT STATUS OF THE ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). UBIT IS REPORTED ON FORM 990T, AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. 0 1 0 0 0 0 0 0 0 CYNTHIA MEYER CEO/BOARD MEMBER 0 639293 0 202875 0 214731 0 13800 0 30637 0 1101336 0 195000 JERRY HALVERSON CMO/BOARD MEMBER 0 411253 0 143668 0 1801 0 54398 0 36452 0 647572 0 0 SEAN LENOUE - SR MEDICAL DIRECTOR/BOARD MEMBER 0 448700 0 0 0 25457 0 5821 0 34623 0 514601 0 0 CHRIS JAGODITZ FORMER CFO (TO 03/2025) 0 371800 0 78196 0 1696 0 50800 0 2655 0 505147 0 0 STEPHANIE EKEN - FORMER ASST CMO/BOARD MEMBER (TO 02/2024) 0 100588 0 46330 0 124358 0 41480 0 3248 0 316004 0 0 EMILY RUSSART VP ACCOUNTING/CONTROLLER 0 205622 0 0 0 24785 0 6727 0 33566 0 270700 0 0 PART I, LINE 3 THE CEO IS PAID BY ROGERS MEMORIAL HOSPITAL, INC., A RELATED ORGANIZATION. ROGERS MEMORIAL HOSPITAL, INC. USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. ROGERS MEMORIAL HOSPITAL, INC., PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIRMENT PLAN TO ELIGIBLE EMPLOYEES. DURING 2024, CINDY MEYER, AND CHRIS JAGODITZ PARTICIPATED IN THIS PLAN. CINDY RECEIVED $195,000 IN SERP PAID OUT. CHRIS DID NOT HAVE AMOUNTS VESTED AND PAID DURING THIS TIME. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF ROGERS BEHAVIORAL HEALTH SYSTEM COMPLETES A DETAILED REVIEW OF THE FORM 990 PRIOR TO MAKING THE 990 AVAILABLE TO BOARD MEMBERS. THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS ELECTRONICALLY VIA THE BOARD'S WEBSITE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS OF ROGERS BEHAVIORAL HEALTH - PENNSYLVANIA, INC. SHALL, SHOULD A CONFLICT ARISE AT ANY TIME, PROMPTLY DISCLOSE SUCH CONFLICT IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS; AND IN MATTERS WHERE A MEMBER HAS A CONFLICT THAT REQUIRES A VOTE, ABSTAIN. ANNUALLY, THE CONFLICT OF INTEREST FORM WILL BE SUBMITTED TO THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 ROGERS BEHAVIORAL HEALTH - PENNSYLVANIA, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS FOR THE AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE TAX YEAR. ROGERS BEHAVIORAL HEALTH SYSTEM 34700 VALLEY ROAD OCONOMOWOC WI 53066 263902724 COORDINATE HEALTH CARE EFFORTS OF THE HOSPITAL AND FOUNDATION WI 501(C)(3) LINE 12B, II N/A 0 ROGERS MEMORIAL HOSPITAL INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 391139101 PROVIDE INPATIENT AND OUTPATIENT PSYCHIATRIC SERVICES TO PATIENTS WI 501(C)(3) LINE 3 ROGERS BEHAVIORAL HEALTH SYSTEM INC 0 ROGERS MEMORIAL HOSPITAL FOUNDATION INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 391363507 TO SUPPORT ALL ENTITITES OF ROGERS BEHAVIORAL HEALTH SYSTEM, INC. WI 501(C)(3) LINE 7 ROGERS MEMORIAL HOSPITAL INC 0 ROGERS BEHAVIORAL HEALTH - GEORGIA INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 844421252 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT GA 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 0 ROGERS BEHAVIORAL HEALTH - WASHINGTON INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 852221921 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT WA 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 0 ROGERS BEHAVIORAL HEALTH - COLORADO INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 873488063 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT CO 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 0 ROGERS BEHAVIORAL HEALTH - TENNESSEE INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 931964572 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT TN 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 0 ROGERS BEHAVIORAL HEALTH - ILLINOIS INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 932710408 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT IL 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0