West Bend Clinic Inc, Attn Finance in West Bend, Wisconsin (WI)

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West Bend Clinic Inc, Attn Finance
Employer Identification Number (EIN)392034294
Name of OrganizationWest Bend Clinic Inc
Secondary NameAttn Finance
Address1700 W Paradise Dr, West Bend, WI 53095-9795
SubsectionCharitable Organization
Ruling Date12/2001
DeductibilityContributions are deductible
FoundationHospital or medical research organization
OrganizationCorporation
Tax Period06/2012
Assets$10,000,000 to $49,999,999
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$25,330,306
Amount of Income$77,985,391
Form 990 Revenue Amount$77,575,702
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Health Treatment Facilities, Primarily Outpatient


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Amount of income in 2012: $77,985,391 (it was $75,943,134 in 2013)
West Bend Clinic Inc, Attn Finance: 

 $77,985,391
Other organizations performing similar types of work: 

 $502,277

Assets in 2012: $25,330,306 (it was $28,624,121 in 2013)
This organization: 

 $25,330,306
Other organizations performing similar types of work: 

 $342,333

Expenses in 2013: $90,449,774
This organization: 

 $90,449,774
Other organizations performing similar types of work: 

 $551,906

Income to expenses ratio in 2013: 0.9
This organization: 

 0.9
Other organizations performing similar types of work: 

 1.0

Number of employees in 2013: 739
This organization: 

 739
Other organizations performing similar types of work: 

 12

Employees paid over $100,000 in 2013: 12.3%
This organization: 

 12.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?NoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?YesYes
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?YesYes
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109612496
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return689739
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesNo
Has it filed a Form 990-T for this year?YesNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$5,159,734$6,028,098
Total reportable compensation from related organizations$1,970,364$2,603,666
Total estimated amount of other compensation from the organization and related organizations$820,181$825,341
Total number of individuals who received more than $100,000 of reportable compensation from the organization8584
Total number of independent contractors who received more than $100,000 of compensation from the organization67
Statement of Revenue
201120122013
Total revenue$73,874,455$77,575,702$75,943,134
Contributions, Gifts, Grants and Other Similar Amounts$0$0$0
Program Service Revenue$72,457,931$75,494,643$71,748,544
621110$-57,230,145$21,959,528
621110$72,990,856$25,390,230
621110$-53,374,260$5,939,656
621110$-1,216,169$18,459,130
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$-3,554$4,065$3,408
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-110,193$0$-123,670
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $0$0 / $787,654
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $0$0 / $911,324
Gain or (loss) (Securities / Other)$0 / $0$0 / $0$0 / $-123,670
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$439,264$417,941$335,972
Gross sales of inventory, less returns and allowances$795,969$827,629$732,542
Less: cost of goods sold$356,705$409,689$396,570
Miscellaneous Revenue$1,091,007$1,659,053$3,978,880
900099$115,838$703,207
900099$941,141$1,506,314
900099$602,074$1,101,754
All other revenue$0$667,605
Statement of Functional Expenses
201120122013
Total functional expenses$84,837,550$89,032,724$90,449,774
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$4,881,196$329,547$0
Compensation not included above, to disqualified persons$1,616,914$0
Other salaries and wages$41,907,151$46,171,406$52,380,700
Pension plan accruals and contributions$3,605,665$2,356,213
Other employee benefits$2,999,384$4,236,203
Payroll taxes$2,583,158$2,483,136$2,657,744
Fees for services (non-employees)
Management$0$0
Legal$271,371$217,565
Accounting$0$0
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$5,568,580$5,643,834
Advertising and promotion$179,292$17,976
Office expenses$6,461,499$500,704
Information technology$32,093$30,763
Royalties$0$0
Occupancy$5,663,283$5,378,909
Travel$103,284$92,753
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$120,981$125,883
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$1,655,644$1,436,204
Insurance$-20,679$19,936
Other expenses$293,400$284,493
Other expenses$374,680$458,935
Other expenses$3,392,792$5,937,527
Other expenses$7,730,452$8,673,432
Balance Sheet
201120122013
Total assets$24,178,776$25,330,306$28,624,121
Cash - non-interest-bearing$3,094,687$920,439
Savings and temporary cash investments$293,609$320,565
Pledges and grants receivable, net$0$0
Accounts receivable, net$8,869,982$13,907,802
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$190,384$24,196
Inventories for sale or use$657,038$355,024
Prepaid expenses and deferred charges$297,034$85,654
Land, buildings, and equipment: cost or other basis$6,262,615$6,236,608
Investments - publicly traded securities$0$0
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$1,003,163$917,691
Other assets$4,661,794$5,856,142
Total liabilities$19,936,135$26,543,833$30,546,325
Accounts payable and accrued expenses$19,268,133$21,852,218
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$2,601,983$2,800,011$2,998,864
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$4,475,689$5,695,243
Total net assets or fund balances$4,242,641$-1,213,527$-1,922,204
Unrestricted net assets$-1,213,527$-1,922,204
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii)
Number of organizations supported0
Sum of amounts of support$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$7,071$0$7,071
Gross receipts or sales less returns and allowances$12,148$0$0
Cost of goods sold$5,077$0$0
Gross profit$70,711$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$8,654
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-1,583
Unrelated business taxable income before net operating loss deduction$-1,583
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-1,583
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Network Health System Inc, Affinity Medical Group11925 W Lake Park Drive, Milwaukee, WI 53224-3002WI1999-03$117,535,807
2Kenosha Community Health Center Inc625 57th St Ste 700, Kenosha, WI 53140-4146WI1994-10$11,474,713
3Green County Emergency Medical Service IncPO BOX 28, Monroe, WI 53566-0028WI2014-08$2,298,773
4West Bend Clinic Inc, Attn Finance1700 W Paradise Dr, West Bend, WI 53095-9795WI2001-12$77,985,391
5Froedtert & The Medical College Of Wisconsin Community Physicians IncN74 W12501 Leatherwood Ct, Menomonee Falls, WI 53051-4490WI2013-10$57,768,165
6Progressive Community Health Centers Inc4738 W Lisbon Ave, Milwaukee, WI 53208-1127WI2000-03$7,981,566
7Tri-County Community Dental Clinic Inc9 Tri Park Way, Appleton, WI 54914-1661WI2003-04$1,140,193
8Sheboygan Area Community Clinics, Lakeshore Community Health Center1011north 8th St, Sheboygan, WI 53081WI2009-12$1,109,564
9Waukesha County Community Dental Clinic Inc210 Nw Barstow St Ste 305, Waukesha, WI 53188-3771WI2007-11$1,101,984
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15Rural Medical Ambulance ServicePO BOX 132, Darlington, WI 53530-0132WI2014-08$74,685
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17Tumaini Health Clinic Inc, Mount Meru Tumaini Helath Clinic Inc3500 Washington Ave, Racine, WI 53405WI2004-04$41,968
18Orbits Worldwide Inc501 Fargo Trail, Middleton, WI 53562WI2011-02$0
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Number of organizations performing similar types of work
Alaska3
Alabama25
Arkansas18
Arizona28
California144
Colorado36
Connecticut14
District of Columbia4
Delaware5
Florida83
Georgia52
Hawaii9
Iowa13
Idaho9
Illinois42
Indiana35
Kansas14
Kentucky20
Louisiana26
Massachusetts26
Maryland22
Maine20
Michigan55
Minnesota30
Missouri35
Mississippi13
Montana5
North Carolina58
North Dakota3
Nebraska7
New Hampshire15
New Jersey35
New Mexico14
Nevada16
New York106
Ohio34
Oklahoma15
Oregon21
Pennsylvania67
Rhode Island5
South Carolina29
Tennessee35
Texas119
Utah11
Virginia26
Vermont12
Washington27
Wisconsin37
West Virginia7
Wyoming2
International3
Total1,490

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