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Nonprofit · EIN 39-2034296

FROEDTERT WEST BEND HOSPITAL FOUNDATION INC

Tax-exempt · WEST BEND, WI 53095

Financials

$1M$552K2022$1.4M$553K2023$1.3M$562K2024
Revenue Expenses · by fiscal year end
Financials of FROEDTERT WEST BEND HOSPITAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,274,891$561,514$713,377$27,362,713$203,018$27,159,695
June 30, 2024990$1,438,539$553,395$885,144$25,011,797$355,819$24,655,978
June 30, 2023990$1,017,022$551,663$465,359$23,330,780$402,357$22,928,423
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$241,272
Program service revenue
$0
Investment income
$1,035,714
Net gain from sales of assets
$333,775
Net income from fundraising events
-$2,095
Other revenue
-$2,095

Expenses

Grants and similar amounts paid
$302,075
Other salaries and wages
$185,195
Salaries, compensation and benefits (total)
$198,297
Professional fundraising fees
$0
Program services (functional)
$309,834
Management and general (functional)
$34,507
Fundraising (functional)
$217,173

Balance sheet and other

Total assets, start of year
$25,011,797
Total assets, end of year
$27,362,713
Total liabilities, end of year
$203,018
Net assets, end of year
$27,159,695
Publicly traded securities
$27,188,777
Net assets without donor restrictions
$26,739,218
Net assets with donor restrictions
$420,477
Gross receipts
$6,902,985
Employees
0
Volunteers
40
Year formed
2002
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Imran Andrabi MDDirector & FTCH President/CEO (eff 7/1/24; term 5/1/25)
Trustee or director
1$0$4,591,338$647,039
Allen EricsonDirector & FWBH President
Trustee or director, Officer
1$0$1,114,216$180,192
Nooriya FarheenDirector & Treasurer
Trustee or director, Officer
1$0$210,117$43,299
Ann JohnsonDirector & Executive Director
Trustee or director
1$0$176,530$41,980
Chad FeltzDirector & BOD V.Chair (eff 7/1/24)
Trustee or director, Officer
1$0$0$0
Dan MillerDirector & BOD Chair
Trustee or director, Officer
1$0$0$0
Troy HansonDirector & BOD Secr (eff 1/23/25)
Trustee or director, Officer
1$0$0$0
Austin SmithDirector
Trustee or director
1$0$0$0
Bryce Gartland MDDirector (eff 5/1/25)
Trustee or director
1$0$0$0
Chris ChluppDirector
Trustee or director
1$0$0$0
Jacci GambucciDirector
Trustee or director
1$0$0$0
John BreuerDirector
Trustee or director
1$0$0$0
Peter RettlerDirector
Trustee or director
1$0$0$0
Tom ZuernDirector
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Catherine JacobsonDirector (Start Jul23) & FTCH President/CEO
Trustee or director
1$0$5,872,993$318,276
Allen EricsonDirector & SJH President
Trustee or director, Officer
1$0$875,006$174,074
Michael MalzewskiFormer - Officer (Treas)
Former
0$0$375,448$27,043
Nooriya FarheenTreasurer (Start Jul23)
Trustee or director, Officer
1$0$130,421$13,770
Amy DahlbergDirector & BOD V.Chair & Secr
Trustee or director, Officer
1$0$0$0
Dan MillerDirector & BOD Chair
Trustee or director, Officer
1$0$0$0
Austin SmithDirector
Trustee or director
1$0$0$0
Chad FeltzDirector
Trustee or director
1$0$0$0
Chris ChluppDirector
Trustee or director
1$0$0$0
Gary HerdrichDirector
Trustee or director
1$0$0$0
Jacci GambucciDirector
Trustee or director
1$0$0$0
John BreuerDirector
Trustee or director
1$0$0$0
Peter RettlerDirector (Start Jul23)
Trustee or director
1$0$0$0
Tom ZuernDirector
Trustee or director
1$0$0$0
Troy HansonDirector
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERICSON ALLENDIRECTOR & SJH PRESIDENT
Trustee or director, Officer
1$0$1,476,512$164,713
MALZEWSKI MICHAELTREASURER (TERM JUN23)
Officer
1$0$352,212$43,529
ALATALO DARCYFORMER - OFFICER (TREAS)
Former
0$0$165,323$30,787
BREUER JOHNDIRECTOR
Trustee or director
1$0$0$0
CHLUPP CHRISDIRECTOR
Trustee or director
1$0$0$0
FELTZ CHADDIRECTOR (START JUL22)
Trustee or director
1$0$0$0
GAMBUCCI JACCIDIRECTOR
Trustee or director
1$0$0$0
HANSON TROYDIRECTOR
Trustee or director
1$0$0$0
HERDRICH GARYDIRECTOR
Trustee or director
1$0$0$0
SIEVERS DARENDIRECTOR
Trustee or director
1$0$0$0
SMITH AUSTINDIRECTOR
Trustee or director
1$0$0$0
ZUERN TOMDIRECTOR (START JUL22)
Trustee or director
1$0$0$0
DAHLBERG AMYDIRECTOR & BOD V.CHAIR
Trustee or director, Officer
1$0$0$0
MILLER DANDIRECTOR & BOD CHAIR
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
3200 PLEASANT VALLEY RD, WEST BEND, WI 53095-9274
In care of
% ANN JOHNSON
Principal officer (990 for 2024)
ALLEN ERICSON, 3200 PLEASANT VALLEY RD, WEST BEND, WI 53095
Signed the 990
Matt Partridge, SVP - Finance
Phone
(262) 334-5533
Return prepared by
KPMG LLP

Mission

TO ADVANCE THE HEALTH OF OUR COMMUNITIES THROUGH EXCELLENCE AND DISCOVERY, INSPIRING EACH PERSON TO LIVE THEIR UNIQUE, BEST LIFE.

990 for the year ended June 30, 2025

Program accomplishments

  • FROEDTERT WEST BEND HOSPITAL FOUNDATION, INC., IS A NONSTOCK, NONPROFIT CORPORATION THAT RECEIVES GIFTS AND BEQUESTS, RAISES FUNDS FOR SPECIFIC PROJECTS OR NEEDS, ADMINISTERS AND INVESTS FUNDS, AND DISBURSES PAYMENTS TO FURTHER THE MISSION AND PURPOSES OF ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND.
    Expenses $257,959 · grants $250,200
  • FROEDTERT WEST BEND HOSPITAL FOUNDATION, INC. ISSUES SCHOLARSHIPS EACH YEAR FROM MONEY DONATED TO THE FOUNDATION FROM AN OUTSIDE DONOR. CURRENT YEAR SCHOLARSHIP EXPENSES TOTALED $51,875.
    Expenses $51,875 · grants $51,875

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-2034296
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
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E21)
Assets (IRS master file)
$27,362,713
Income (IRS master file)
$6,902,985

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,274,891$561,514$27,362,713IRS
990June 2024$1,438,539$553,395$25,011,797IRS
990June 2023$1,017,022$551,663$23,330,780XML
990June 2022$1,314,954$514,749$21,771,634IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 39-2034296).

Questions about FROEDTERT WEST BEND HOSPITAL FOUNDATION INC

What is the EIN of FROEDTERT WEST BEND HOSPITAL FOUNDATION INC?
The employer identification number (EIN) of FROEDTERT WEST BEND HOSPITAL FOUNDATION INC is 39-2034296.
Is FROEDTERT WEST BEND HOSPITAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to FROEDTERT WEST BEND HOSPITAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FROEDTERT WEST BEND 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 FROEDTERT WEST BEND HOSPITAL FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FROEDTERT WEST BEND HOSPITAL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of FROEDTERT WEST BEND HOSPITAL FOUNDATION INC?
The 990 for the year ended June 30, 2025 names ALLEN ERICSON.
Who are the officers and directors of FROEDTERT WEST BEND HOSPITAL FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does FROEDTERT WEST BEND HOSPITAL FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,274,891, expenses of $561,514 and total assets of $27,362,713 at year end.

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