Wha Foundation INC FY2023 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $100 a year.

How does your 990 look to donors? Take the 10-Question Audit

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.
38¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
38%
of spending
Concern: 38% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
4 mo
of spending, in cash
Plus $948K in investments, Pt X · Ln 11–13
Looks good: 3.5 months of spending in cash; 3 or more.
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
$8K
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
$57K
-47% vs prior year
Spent
$151K
To programs
38%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$57K
FY2023▼ -47%
Tap a bar for its year
Revenue by fiscal year
FY2020$50K
FY2021$179K
FY2022$108K
FY2023$57K
FY2024$168K
Expenses
$151K
FY2023▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$444K
FY2021$130K
FY2022$176K
FY2023$151K
FY2024$207K
Net assets
$1.0M
FY2023▲ +0.8%
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 FY2023 Form 990 · see the original

Give Claim
You’re viewing the FY2023 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

38 cents of each dollar spent went to programs.

Program services 38% · $57K Management & general 62% · $94K

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

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
See Wha Foundation INC executive salaries →

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.

Questions for Wha Foundation INC

Tap to ask. Wha Foundation INC sees how many people are interested.

Your first name shows with your question. Wha Foundation INC answers here, for everyone.

2 programs · $57K · in their own filed words · FY2023
01

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).

$41Kprogram expense
02

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…

$17Kprogram 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
Total grants receivedfrom 2 funders$125K
Grants paid · 8 grants · $552K · 2020–2024
Unitemized GrantFY2024$46,003
Unitemized GrantFY2023$40,552
Unitemized GrantFY2022$46,290
Unitemized GrantFY2021$34,002
Unitemized GrantFY2020$42,525

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$57K
Ln 12
Gifts and grantsLn 1h$51K
Investment incomeLn 3$6K
Money outPt IX
$151K
Ln 25
Programscol B$57K
Managementcol C$94K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$44K
Total assetsLn 16$1.1M
LiabilitiesLn 26$8K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$51K
Investment incomeLn 3$6K
Gains on assetsLn 7−$21K
Total revenueLn 12$57K
Assets in detailPt X, end of year
SavingsLn 2$44K
Cash and savings togetherLn 1–2$44K
Accounts receivableLn 4$4K
Prepaid expenses and deferred chargesLn 9$5K
InvestmentsLn 11–13$948K
Other assetsLn 15$50K
Total assetsLn 16$1.1M
LiabilitiesLn 26$8K
Net assetsLn 32$1.0M
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 FY23End FY23
Cash and savingsLn 1–2$63K$44K
InvestmentsLn 11–13$966K$948K
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$7K$8K
Net assetsLn 32$1.0M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$41K$41K
Management feesLn 11a$71K$71K
Accounting feesLn 11c$11K$11K
Investment management feesLn 11f$5K$5K
Office expensesLn 13$1K$1K
Conferences, conventions and meetingsLn 19$400$400
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$17K$17K
Total functional expensesLn 25$151K$57K$94K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Jun 12, 2025 $168K$207K−$40K$1.0M 990 PDF
FY2023 ViewingFiled with the IRS Oct 2, 2024 $57K$151K−$94K$1.0M 990 PDF
FY2022Filed with the IRS Sep 13, 2023 $108K$176K−$68K$1.0M 990 PDF
FY2021Filed with the IRS Sep 9, 2022 $179K$130K$49K$1.4M 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $50K$444K−$394K$1.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $56,873 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $18,057$50,747
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $90,111$6,126
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $108,168$56,873
I-13 Grants and similar amounts paidPrior year $46,290$40,552
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 $129,861$110,277
I-18 Total expensesPrior year $176,151$150,829
I-19 Revenue less expensesPrior year −$67,983−$93,956
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 $56,873 across 5 lines filed
VIII-1f All other contributions, gifts and grants$50,747
VIII-1h Total contributions, gifts and grants$50,747
VIII-3 Investment incomeExcluded from tax $27,264$27,264
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$21,138−$21,138
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $6,126$56,873
Part IX · Statement of functional expenses $150,829 across 8 lines filed
IX-2 Grants to domestic individualsPrograms $40,552$40,552
IX-11a Management feesManagement $71,161$71,161
IX-11c Accounting feesManagement $11,000$11,000
IX-11f Investment management feesManagement $5,294$5,294
IX-13 Office expensesManagement $1,361$1,361
IX-19 Conferences, conventions and meetingsManagement $400$400
IX-23 InsuranceManagement $4,466$4,466
IX-24 Other expenses (24a–d)Programs $16,595$16,595
IX-25 Total functional expensesPrograms $57,147 · Management $93,682 · Fundraising $0$150,829
Part X · Balance sheet $1,050,854 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $63,051$43,655
X-4 Accounts receivableStart of year $2,225$3,716
X-9 Prepaid expenses and deferred chargesStart of year $0$5,000
X-11 Publicly traded securitiesStart of year $965,836$948,483
X-15 Other assetsStart of year $10,000$50,000
X-16 Total assetsStart of year $1,041,112$1,050,854
X-17 Accounts payable and accrued expensesStart of year $1,500$2,149
X-25 Other liabilitiesStart of year $5,625$6,341
X-26 Total liabilitiesStart of year $7,125$8,490
X-27 Net assets without donor restrictionsStart of year $419,175$387,552
X-28 Net assets with donor restrictionsStart of year $614,812$654,812
X-32 Total net assets or fund balancesStart of year $1,033,987$1,042,364
X-33 Total liabilities and net assetsStart of year $1,041,112$1,050,854
Part XI · Reconciliation of net assets $1,042,364 net assets at year end
XI-1 Total revenue$56,873
XI-2 Total expenses$150,829
XI-3 Revenue less expenses−$93,956
XI-4 Net assets at start of year$1,033,987
XI-5 Net unrealized gains (losses) on investments$102,333
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,042,364

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.