Rogers Memorial Hospital Foundation Inc

Nonprofit profile at a glance

EIN
391363507
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Oconomowoc, WI, USA
Phone
2626464411
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$5,225,273
Expenses
$4,628,861
Assets
$46,970,459
Liabilities
$397,888

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • CYNTHIA MEYER (CEO)
  • JOHN BOYD FORMER (CEO - TERMED 05/2023)
  • MATTHIAS SCHUETH (EXECUTIVE VICE PRESIDENT)

Highest reported compensation

  • CYNTHIA MEYER (CEO): $1,101,336 total reported compensation
  • CHRIS JAGODITZ (CFO (THROUGH 03/2025)): $505,147 total reported compensation
  • MARTY VOGEL (VP PRINCIPAL GIFTS): $475,760 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Rogers memorial hospital foundation:- advocates on behalf of the mental health care needs of children, teens and adults,- increases accessibility to rogers' renowned treatment programs through patient care grants- breaks down the stigma of mental illness and encourages those in needof help to seek treatment- sustains the spiritual care program as a part of the treatmentprocess for patients who request its services- provides for the personal needs of our patients to make the treatmentprocess easier and to increase overall comfort and well-being- supports the growth of the hospital, including its treatment programsand facilities- assists medical staff by funding research initiatives and outcomesstudies benefiting patient care at rogers, as well as the behavioralhealth care industry as a whole

What it reported doing in 2024

Rogers memorial hospital foundation, inc. Supports patients and programs of affiliates of rogers behavioral health system, inc. By raising and managing philanthropic income. Through donations provided by individuals, corporations, and local foundations, rogers memorialhospital foundation, inc. Supports programs such as the following: angel fund - the angel fund enables the social services staff and the foundation to respond to small, but urgent, needs of the patients that enhance their treatment experience. Some examples include winter coats, hats, and gloves, pajamas, school uniforms, board games, books, andpersonal hygiene products as well as unusual medication needs and the unexpected. The angel fund also provides dollars to ensure that every child in treatment at any rogers memorial hospital location receives a gift and special treats during the holiday season.spiritual care program - the spiritual care program exists to evaluate, plan and implement one-to-one support and group programming that will encourage and bring hope, while meeting the spiritual needs of patients. The spirituality coordinator and chaplain work hand-in-hand with the medical staff through participation in the multi-disciplinary team approach, as well as by building partnerships with leaders of other faith communities for the purpose of referrals. The foundation works in conjunction with the spirituality coordinator to raise 100% of the program's budgetary needs.hospital capital expansion projects - the system is dedicated to expanding and updating its facilities to improve the quality of its programs. The foundation is an integral part of raising funds in support of these expansion projects.in 2024 the foundation provided free days of care for close to 350 patients for $1,600,000; close to a 1,000 requests for the angel fund were answered worth $355,000. 5,000 patients were able to benefit through the foundation supported spiritual care program (indivual consults, group sessions, services). Other areas of support: coaching of youth leaders and school counselors in milwaukee and sheboygan how to deal with mental health challenges in their respective environment and supporting the ongoing research of the rogers research center in genetic, datanaylsis, and neuroscience.

Operating model

Revenue model
Donor-supported. 72% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 66
  • Accountability: 83
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.7%; rating input score 93
  • Program expense ratio: 93.3%; rating input score 93
  • Fundraising efficiency: $13.06 raised per $1 spent on fundraising; rating input score 46; 46th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 87.1%; rating input score 87; 24th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 85.7%; rating input score 86; 17th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 11.4%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 10.15; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 86; 86th percentile among comparable filings
  • Officer compensation ratio: 5%; rating input score 54; 54th percentile among comparable filings

Growth

  • Program expense growth: 9.2% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 10.1% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 14.9% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 92.7% of revenue deployed · 93.3% of spending went to programs
  • Governance: 6 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $4.3M in reported program spending
  • Leadership: top reported pay $1.1M · 14 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 19 of 20 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 11 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 46/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 54/100.