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Wha Foundation INC FY2020 filing

Tax-deductible

Fitchburg, WI501(c)(3)EIN 39-6125163Revenue $50K in FY2020

On file with the IRSwha.org/aboutwha/wha-foundation5510 Research Park Drive, 53711-5372 · Fitchburg, WITax-exempt since Sep 1968Supporting organization — 509(a)(3)

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To carry on educational, literary, research, & charitable program related to the field of health, including but not limited to hospital care & administration.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
1 of 5
filings with a surplus
Average deficit $109K a year · 97% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $125K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$50K
Spent
$444K
To programs
80%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$50K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$50K
FY2021$179K
FY2022$108K
FY2023$57K
FY2024$168K
Expenses
$444K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$444K
FY2021$130K
FY2022$176K
FY2023$151K
FY2024$207K
Net assets
$1.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.0M
FY2023$1.0M
FY2024$1.0M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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 1968.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $353K Management & general 20% · $91K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jan Bauman
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Joni Olson
Trustee
$0Pt VII · Sec A
See Wha 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

Provides educational, research, and charitable programs focused on health and hospital care.

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Provided by the organization

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2 programs · $353K · in their own filed words · FY2020
01

Program funding focused on health care quality & safety initiatives, health care workforce development initiatives, and collaborative community health initiatives that have a statewide impact:health care quality & safety initiatives - the foundation has supported a variety of quality and safety initiatives for more than 10 years…

$311Kprogram expense
02

Health Care Workforce Development

Addressing the workforce needs of wisconsin health care providers has been a focus of the foundation over the past decade. Most recently, the foundation provided funding to develop, launch and maintain the bachelor of science in nursing (BSN) completion program (website HTTP://BSN.WHA.ORG).

$43Kprogram 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 · FY2024
Wisconsin Hospital Association INCFY2024$100K
Ascension Wisconsin INCFY2024$25K
Total grants receivedfrom 2 funders$125K
Grants paid · 8 grants · $552K · 2020–2024
Unitemized GrantFY2024$46,003
Health Occupations Students of AmericaTX · FY2024$37,000
Unitemized GrantFY2023$40,552
Unitemized GrantFY2022$46,290
Unitemized GrantFY2021$34,002
Wisconsin Hospital Association INCWI · FY2020$300,000
Unitemized GrantFY2020$42,525
Gundersen Lutheran Health System INCWI · FY2020$5,250

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$50K
Ln 12
Investment incomeLn 3$49K
Gifts and grantsLn 1h$1K
Money outPt IX
$444K
Ln 25
Programscol B$353K
Managementcol C$91K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$94K
Total assetsLn 16$1.4M
LiabilitiesLn 26$11K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1K
Investment incomeLn 3$49K
Gains on assetsLn 7$20K
Total revenueLn 12$50K
Assets in detailPt X, end of year
SavingsLn 2$94K
Cash and savings togetherLn 1–2$94K
InvestmentsLn 11–13$1.3M
Other assetsLn 15$0
Total assetsLn 16$1.4M
LiabilitiesLn 26$11K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$58K$94K
InvestmentsLn 11–13$1.5M$1.3M
Total assetsLn 16$1.7M$1.4M
LiabilitiesLn 26$11K$11K
Net assetsLn 32$1.7M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$311K$311K
Grants to domestic individualsLn 2$43K$43K
Management feesLn 11a$66K$66K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$7K$7K
Office expensesLn 13$6K$6K
Conferences, conventions and meetingsLn 19$335$335
InsuranceLn 23$4K$4K
Total functional expensesLn 25$444K$353K$91K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $168K$207K−$40K$1.0M 990 PDF
FY2023 $57K$151K−$94K$1.0M 990 PDF
FY2022 $108K$176K−$68K$1.0M 990 PDF
FY2021 $179K$130K$49K$1.4M 990 PDF
FY2020 Viewing $50K$444K−$394K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $49,764 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $101,079$1,173
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $93,623$48,591
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $194,702$49,764
I-13 Grants and similar amounts paidPrior year $85,205$353,154
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $82,187$90,872
I-18 Total expensesPrior year $167,392$444,026
I-19 Revenue less expensesPrior year $27,310−$394,262
Part VI · Governance 5 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $49,764 across 4 lines filed
Lines not itemized here account for $28,355 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$1,173
VIII-1h Total contributions, gifts and grants$1,173
VIII-7 Net gain or loss on sales of assetsExcluded from tax $20,236$20,236
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $48,591$49,764
Part IX · Statement of functional expenses $444,026 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $310,629$310,629
IX-2 Grants to domestic individualsPrograms $42,525$42,525
IX-11a Management feesManagement $65,864$65,864
IX-11c Accounting feesManagement $8,950$8,950
IX-11f Investment management feesManagement $6,589$6,589
IX-13 Office expensesManagement $5,519$5,519
IX-19 Conferences, conventions and meetingsManagement $335$335
IX-23 InsuranceManagement $3,615$3,615
IX-25 Total functional expensesPrograms $353,154 · Management $90,872 · Fundraising $0$444,026
Part X · Balance sheet $1,359,449 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $58,305$93,858
X-4 Accounts receivableStart of year $370$72
X-11 Publicly traded securitiesStart of year $1,508,115$1,265,519
X-15 Other assetsStart of year $100,293$0
X-16 Total assetsStart of year $1,667,083$1,359,449
X-17 Accounts payable and accrued expensesStart of year $0$5,000
X-25 Other liabilitiesStart of year $10,679$6,202
X-26 Total liabilitiesStart of year $10,679$11,202
X-27 Net assets without donor restrictionsStart of year $651,592$643,435
X-28 Net assets with donor restrictionsStart of year $1,004,812$704,812
X-32 Total net assets or fund balancesStart of year $1,656,404$1,348,247
X-33 Total liabilities and net assetsStart of year $1,667,083$1,359,449
Part XI · Reconciliation of net assets $1,348,247 net assets at year end
XI-1 Total revenue$49,764
XI-2 Total expenses$444,026
XI-3 Revenue less expenses−$394,262
XI-4 Net assets at start of year$1,656,404
XI-5 Net unrealized gains (losses) on investments$86,105
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,348,247

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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