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Tri-County Memorial Foundation INC FY2024 filing

Tax-deductible

Whitehall, WI501(c)(3)Since 2001Health Care EIN 30-0093022Revenue $178K in FY2024

On file with the IRSgundersenhealth.org/tri-county/foundation18601 Lincoln St, 54773-8605 · Whitehall, WITax-exempt since Sep 2002Supporting organization — 509(a)(3)

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Tri-County Memorial Foundation, INC. Provides support Tri-County Memorial hospital, INC., community organizations, and individuals to further the purpose of health and educational needs. Tri-County Memorial hospital, INC. Provides health services to their local areas. The service area is about a 25-mile radius around the facility and includes about 15,000 individuals. Tri-County Memorial Foundation, INC. Provides support to Tri-County hospital, clinics, and assisted living. At times, equipment is purchased to support the hospital, clinics, and assisted living. During the period october 1, 2024 through september 30, 2025, $4,200 in scholarships were granted to students in the area pursuing careers in medical fields.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $113K a year · 74% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
211 mo
of spending, in cash
Looks good: 211.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$395K
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$178K
+98% vs prior year
Spent
$74K
To programs
100%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$178K
FY2024▲ +98%
Tap a bar for its year
Revenue by fiscal year
FY2020$38K
FY2021$301K
FY2022$90K
FY2024$178K
FY2024$108K
Expenses
$74K
FY2024▲ +227%
Tap a bar for its year
Expenses by fiscal year
FY2020$25K
FY2021$36K
FY2022$23K
FY2024$74K
FY2024$23K
Net assets
$1.1M
FY2024▲ +32%
Tap a bar for its year
Net assets by fiscal year
FY2020$475K
FY2021$739K
FY2022$807K
FY2024$1.1M
FY2024$1.1M

From the FY2024 Form 990 (year ending September 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $74K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Kurt Johnson
Chairman
$0Pt VII · Sec A
Rachel Risberg
Vice Chairman
$0Pt VII · Sec A
Fred Boe
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Glen Johnson
Trustee (thru 10/2023)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Tri-County Memorial Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports hospital patient care, education, and community health improvement.

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Provided by the organization

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2 programs · $101K · in their own filed words · FY2023
01

Tri-county memorial foundation, inc. Provides support tri-county memorial hospital, inc., community organizations, and individuals to further the purpose of health and educational needs. Tri-county memorial hospital, inc. Provides health services to their local areas.

$74Kprogram expense
02

Tri-county memorial foundation, inc. Provides support tri-county memorial hospital, inc., community organizations, and individuals to further the purpose of health and educational needs. Tri-county memorial hospital, inc. Provides health services to their local areas.

$27Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Rcu Foundation INCFY2022$25K
Total grants receivedfrom 1 funder$25K
Grants paid · 3 grants · $22K · 2020–2021
Friends of the Whitehall Public Library INCWI · FY2021$10,000
Unitemized GrantFY2020$6,200
Unitemized GrantFY2020$5,804

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$178K
Ln 12
Gifts and grantsLn 1h$153K
Investment incomeLn 3$19K
Other incomeLn 4–11$7K
Money outPt IX
$74K
Ln 25
Programscol B$74K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$1.5M
LiabilitiesLn 26$395K
PeoplePt VI, VII
26
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$153K
Investment incomeLn 3$19K
Other incomeLn 4–11$7K
Total revenueLn 12$178K
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$1.3M
Total assetsLn 16$1.5M
LiabilitiesLn 26$395K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $178K$74K$104K$1.1M 990 PDF
FY2023 Not on file
FY2022 $90K$23K$68K$807K 990 PDF
FY2021 $301K$36K$265K$739K 990 PDF
FY2020 $38K$25K$14K$475K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons A · Public support O · Explanations
See the full FY2024 990 (1 part)
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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