This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $6,564,063 | $2,138,701 | $330,176 | $29,497,791 | $27,064,349 |
| FY2023 | 990 | $3,471,043 | $3,207,715 | $1,401,718 | $24,807,653 | $23,047,025 |
| FY2022 | 990 | $5,684,080 | $2,541,048 | $679,440 | $29,127,476 | $26,885,210 |
| FY2021 | 990 | $4,839,307 | $1,551,566 | $487,357 | $29,708,195 | $28,512,544 |
| FY2020 | 990 | $3,415,383 | $1,980,894 | $574,156 | $25,991,013 | $24,994,607 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| MERITER HOSPITAL INCMADISON, WI | FUNDING HOSPITAL NEEDS | $1,391,718 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Arnett | BOARD MEMBER & MARKET PRESIDENT/CEO | 1.00 | $0 |
| Bobby Adamov | BOARD MEMBER | 1.00 | $0 |
| Jeffrey Beckmann To 524 | BOARD MEMBER | 1.00 | $0 |
| Holly Cremer Berkenstadt | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| FUNDING HOSPITAL NEEDS |
| $672,440 |
| 2022 |
| MERITER HOSPITAL INCMADISON, WI | FUNDING HOSPITAL NEEDS | $435,475 | 2021 |
| MERITER HOSPITAL INCMADISON, WI | FUNDING HOSPITAL NEEDS | $410,153 | 2020 |
| MERITER HOSPITAL INCMADISON, WI | FUNDING HOSPITAL NEEDS | $330,176 | 2024 |
| MERITER HEALTH SERVICES INCMADISON, WI | FUNDING NEEDS | $14,363 | 2020 |
| 1.00 |
| $0 |
| Sherry Casali | BOARD MEMBER & MARKET CNO | 1.00 | $0 |
| Mary Cullen | BOARD CHAIR | 1.00 | $0 |
| Baltazar De Anda Santana | BOARD MEMBER | 1.00 | $0 |
| Rebecca Madson | PRESIDENT, FOUNDATION | 50.00 | $250,849 |
| Dena Frisch | BOARD MEMBER | 1.00 | $0 |
| Virginia Graves | BOARD MEMBER | 1.00 | $0 |
| Thomas Keeney | BOARD MEMBER | 1.00 | $0 |
| Jeffrey Levy | BOARD MEMBER | 1.00 | $0 |
| Chas Martin | BOARD MEMBER | 1.00 | $0 |
| Tina Noel | BOARD MEMBER | 1.00 | $0 |
| Julie Olson Dnp | BOARD MEMBER | 1.00 | $0 |
| Cesar Pinzon | BOARD MEMBER | 1.00 | $0 |
| Elizabeth Priller | BOARD MEMBER | 1.00 | $0 |
| Katie Schmitt Md | BOARD MEMBER | 1.00 | $0 |
| John Sims | BOARD MEMBER | 1.00 | $0 |
| Tony Sullivan | BOARD VICE CHAIR | 1.00 | $0 |
| Matt Vanderloo | BOARD TREASURER | 1.00 | $0 |
| Pam Wetzel Md | BOARD MEMBER & MARKET CMO | 1.00 | $0 |
| Beth Erdman | MARKET CFO | 1.00 | $0 |
| Lisa Urban | DIR PHILANTHROPY - GRANTS & PROGRAMS | 45.00 | $102,613 |
| Brianna Yanke | SR DIRECTOR DEVELOPMENT | 45.00 | $126,827 |
| Sue Erickson To 622 | FORMER CEO UPH MERITER | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202413199349308846
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202323189349313552
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202203189349305835
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202123169349310442
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201933189349310113
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201843189349308949
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201733189349311073
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201603199349302605
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.