Nonprofit · EIN 39-1030310
GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC
Tax-exempt · WATERTOWN, WI 53094
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $37,133,573 | $31,955,537 | $5,178,036 | $134,324,904 | $19,270,426 | $115,054,478 |
| September 30, 2024 | 990 (amended) | $31,092,438 | $30,731,222 | $361,216 | $131,180,063 | $22,603,436 | $108,576,627 |
| September 30, 2023 | 990 | $26,319,032 | $26,379,805 | -$60,773 | $115,519,180 | $18,771,112 | $96,748,068 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $2,925,970
- of which government grants
- $2,523,717
- Program service revenue
- $24,149,973
- Investment income
- $7,534,343
- Net rental income
- $715,922
- Net gain from sales of assets
- $5,517,704
- Other revenue
- $2,523,287
Expenses
- Grants and similar amounts paid
- $1,203,311
- Compensation of officers, directors and key employees
- $939,219
- Other salaries and wages
- $533,777
- Salaries, compensation and benefits (total)
- $1,603,488
- Professional fundraising fees
- $0
- Legal fees
- $309
- Accounting fees
- $5,600
- Occupancy
- $419,531
- Travel
- $28,115
- Depreciation
- $679,878
- Program services (functional)
- $30,757,201
- Management and general (functional)
- $1,198,336
Balance sheet and other
- Total assets, start of year
- $131,180,063
- Total assets, end of year
- $134,324,904
- Total liabilities, end of year
- $19,270,426
- Net assets, end of year
- $115,054,478
- Land, buildings and equipment
- $19,133,939
- Publicly traded securities
- $90,088,144
- Net assets without donor restrictions
- $114,945,081
- Net assets with donor restrictions
- $109,397
- Gross receipts
- $63,278,866
- Employees
- 11
- Volunteers
- 20
- Year formed
- 1965
- 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 |
|---|---|---|---|---|
| TINA CRAVE | CHIEF TRANSFORMATION OFFICER Officer | 40 | $199,838 | $33,189 |
| NATHAN PETERS | CFO/TREASURER Officer | 40 | $142,474 | $30,551 |
| KIMBERLY MELCHER | CHIEF IMPACT OFFICER Officer | 40 | $120,548 | $30,057 |
| DEB PORTMAN | SECRETARY Trustee or director, Officer | 40 | $49,378 | $27,044 |
| BENJAMIN WHEMEIER | PRESIDENT & CEO Trustee or director, Officer | 40 | $10,528 | $6,260 |
| MARGARET HANRAHAN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN BATTENBERG | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLIOT CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ORLANDO DOMINGUEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL GRAJEWSKI MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARB GUDGEON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KARLA MULLEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDY PHELPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL QUEST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIM SCHULER | DIRECTOR Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICK SELCK | DIRECTOR Trustee or director | 2 | $0 |
| MIKE SULLIVAN MD | DIRECTOR Trustee or director | 4 | $0 |
| MARCY TESSMANN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TINA CRAVE | PRESIDENT Trustee or director, Officer | 40 | $214,596 | $30,571 |
| NATHAN PETERS | CHIEF FINANCIAL OFFICER Officer | 40 | $137,658 | $28,540 |
| KIMBERLY MELCHER | CHIEF IMPACT OFFICER Officer | 40 | $125,813 | $27,804 |
| DEB PORTMAN | SECRETARY Trustee or director, Officer | 40 | $50,506 | $24,577 |
| MIKE SULLIVAN MD | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MARGARET HANRAHAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RANDY PHELPS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ANDREA MERFELD | SECRETARY (THRU JAN 2024) Trustee or director, Officer | 30 | $0 | $0 |
| STEVEN BATTENBERG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELLIOT CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLES EGGERT | DIRECTOR (THRU DEC 2023) Trustee or director | 2 | $0 | $0 |
| ORLANDO DOMINGUEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN HARTWICK | DIRECTOR (THRU DEC 2023) Trustee or director | 2 | $0 | $0 |
| KARLA MULLEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM OSWALD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL QUEST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NATE SALAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIM SCHULER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICK SELCK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARCY TESSMANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TINA CRAVE | PRESIDENT Trustee or director, Officer | 40 | $189,313 | $27,447 |
| NATHAN PETERS | CHIEF FINANCIAL OFFICER Officer | 40 | $122,363 | $22,830 |
| ANDREA MERFELD | SECRETARY Trustee or director, Officer | 30 | $37,466 | $2,796 |
| MIKE SULLIVAN MD | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DAVID SCHROEDER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RANDY PHELPS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN BATTENBERG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELLIOT CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLES EGGERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARGARET HANRAHAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN HARTWICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KARLA MULLEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUAN MUNIZ JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM OSWALD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL QUEST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NATE SALAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIM SCHULER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICK SELCK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARCY TESSMANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 672 JOHNSON ST STE 300, WATERTOWN, WI 53094-6212
- In care of
- % JIM BIRD
- Principal officer (990 for 2024)
- BEN WEHMEIER, 672 JOHNSON ST 300, WATERTOWN, WI 530943827
- Signed the 990
- NATHAN PETERS, CFO
- Phone
- (920) 390-4000
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO INSPIRE COLLABORATION, MOBILIZE RESOURCES AND ENCOURAGE INNOVATION THAT MEASURABLY CONTRIBUTES TO THE WELLBEING OF OUR COMMUNITIES.
Program accomplishments
- GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION OPERATES AS A HEALTH FOUNDATION, SERVING AS A CATALYST FOR COMMUNITY HEALTH. WE LEAD OUR OWN FOUNDATION-DIRECTED HEALTH PROGRAMMING AND OFFER RESPONSIVE GRANT CYCLES. THE FOUNDATION HOLDS A 20% INTEREST IN WATERTOWN HOLDING COMPANY, LLC. THE FOUNDATION ALSO HOLDS MAJORITY OWNERSHIP INTEREST IN TWO SENIOR APARTMENT COMPLEXES, WATERTOWN SENIOR HOUSING, LLC AND WATERTOWN SENIOR HOUSING II, LLC. THE FOUNDATION HOLDS 100% INTEREST IN GWCHF HOLDINGS LLC, WHICH OPERATES A NONPROFIT CENTER AS WELL AS LAND FOR HOUSING REDEVELOPMENT PURPOSES.Expenses $30,757,201 · grants $1,203,311 · revenue $25,957,338
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
- 39-1030310
- 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
- 1965
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $134,324,904
- Income (IRS master file)
- $63,278,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $37,133,573 | $31,955,537 | $134,324,904 | XML |
| 990 | September 2024 | $31,092,438 | $30,731,222 | $131,180,063 | XML |
| 990 | September 2023 | $26,319,032 | $26,379,805 | $115,519,180 | XML |
| 990 | September 2022 | $43,510,687 | $26,345,206 | $104,353,166 | 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 39-1030310).
Questions about GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC
- What is the EIN of GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC?
- The employer identification number (EIN) of GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC is 39-1030310.
- Is GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREATER WATERTOWN COMMUNITY HEALTH 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 GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION 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 GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION 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 GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names BEN WEHMEIER.
- Who are the officers and directors of GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 18 people; 5 received compensation from the organization, the highest $199,838 (TINA CRAVE, CHIEF TRANSFORMATION OFFICER).
- How much revenue does GREATER WATERTOWN COMMUNITY HEALTH FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $37,133,573, expenses of $31,955,537 and total assets of $134,324,904 at year end.
Other nonprofits in WATERTOWN
- ABLELIGHT FOUNDATION INC EIN 39-1336413 · last filed 990 for 2025
- SWR1 INC EIN 85-1449153 · last filed 990 for 2025
- JEFFERSON COUNTY DENTAL SOCIETY INC EIN 92-3151001 · last filed 990-N for 2025
- DODGE-JEFFERSON HEALTHIER COMMUNITY PARTNERSHIP INC EIN 39-1939065 · last filed 990-EZ for 2025
- LIFE CARDS INC EIN 99-4636626 · last filed 990-N for 2025
- ABLELIGHT INC EIN 39-0806446 · last filed 990 for 2025
- ILLUMINUS RETIREMENT COMMUNITIES INC EIN 61-1517711 · last filed 990 for 2025
- COMMONHEART INC EIN 39-1940920 · last filed 990 for 2025