2015 Impact Report

Steve MaricquePresidentSteven.Maricque@bellin.org

Nan BushDirectorNan.Bush@bellin.org

Amy StachExecutive AssistantAmy.Stach@bellin.org

OFFICERS

Aaron Popkey Board Chair Green Bay Packers

Susan Van Gheem Vice Chair Pension Inc.

Gail McNutt TreasurerGirl Scouts of the Northwestern Great Lakes

Steve VanVuren SecretaryThe Haberdasher Limited

Steve Maricque President The Bellin Health Foundation

BOARD MEMBERS

George Kerwin President/CEO, Bellin Health

Paul Casey, MD Green Bay Emergency Medicine Services

Edward Bongiorno, DOBellin Health

Barb HalronCommunity Member

Kristin Charles, PhDKD Charles Business Consulting

Tia DeLeers, RNBellin Health

John DykemaCircle Packaging Machinery Inc.

Frederick SchmidtLaw Firm of Conway, Olejniczak & Jerry, S.C.

Alan Wentworth, MDRetired Neurosurgeon

EMERITUS MEMBERS

Ann Murphy Murphy Development, Inc.

Michael SturdivantTweet/Garot Mechanical, Inc.

Wen Yap, MD Urology Associates of Green Bay

STAFF

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Message from the Foundation Board Chair & President

We thank you for your generosity in providing the resources necessary to stay focused on our vision and serve you through patient care excellence and community health improvement. Our vision of being the healthiest region in the nation, while improving the economic vitality in the communities we serve cannot be attained without your help.

Each day we are committed to utilize your gifts as they are intended. You’ve demonstrated a trust in Bellin Health through your investment to benefit the health and wellness of our community.

We appreciate your trust.

Wishing you the very best of health!

Aaron M. Popkey Board Chairperson The Bellin Health Foundation

Steven J. Maricque President The Bellin Health Foundation

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2015 Employee Sharing Summary of Giving Robert Fry Employee Assistance Fund $48,207Health System’s Most Pressing Need $25,629Patient Assistance Fund $24,618Mobile Mammography Unit $10,219Michael Wilde Nursing Scholarship $9,550THRIVE $8,183 George Bennett Nursing Scholarship $7,052Janis A. Mielke Memorial Fund $5,187Other Gifts $1,871

$140,516

Donate Onlinebellin.org/foundation

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Philanthropy In Action

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Employees raise $140,516Employee Sharing Program – 30% ParticipationBellin Health employees once again demonstrated a culture of giving and contributed to help fellow employees, patients, and students in need. The program generated $140,516 in its 10th year of existence (see page 3 for breakdown of giving). Since its inception, the program has now raised $978,727.

$100,602 for Home Health ProgramBlack Tie & Blue Jean ExtravaganzaOur 10th Annual Event was held on September 12th, at the Lambeau Field Atrium and was attended by 400 guests. The fun-filled, “Grease” themed, evening generated over $100,000 in support of the Bellin Home Health Program.

Over $500,000Recognition of Giving: Mobile Mammography UnitThis past year our community stepped forward in support of the acquisition of a new Mobile Mammography Unit. The generosity of Associated Bank, Amerhart, Mary Ellen and Carl Kuehne Family, James and Julie-Ann Kress, Jack and Engrid Meng, The George Kress Foundation, Diane Gerhard, James and Betty Strohschein, and many Bellin Health employees through our Employee Sharing Program made this upgrade and service a reality.

Planned Giving/Estate GiftsLegacy SocietyThe inaugural Bellin Health Foundation Legacy Society was founded to include individuals who have expressed their commitment to Bellin Health through a very special and important form of financial support called a planned gift or by naming Bellin Health in their will. The founding members of the Legacy Society include Richard and Joyce Bush, Terry and Kris Fulwiler, Phil and Betsy Hendrickson, Laura Hieb, Mike and Lynn Kadow, George and Kasha Kerwin, Herman and Betty Reckelberg, Dan and Ruth Smith, Ginny and Randy Siscoe, and the Wochos Family. Their generosity and commitment towards improving the health and wellness of the people we serve at Bellin Health is greatly appreciated.

Become a Volunteer Today…

bellin.org/foundation

415 active volunteers

42,884 hours of service

$642,321 labor cost value

21.60 full-time equivalent paid positions

Volunteer Services

Our volunteers are valued members of the Bellin Health team. They provide encouragement, support, and hope to our patients and family members. In addition, volunteers provide a service to our staff and visitors through the operation of our Backstreet Espresso and Gift Shop, which help provide funds to The Bellin Health Foundation.

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Financials Ending September 30, 2015

* Audited Financial Statements Year Ending September 30, 2015

Learn More at

bellin.org/foundation

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INVESTMENT FAIR VALUE*

INVESTMENT• Cash and Equivalents $77,506• Fixed Income Securities $606,620• Mutual Funds $1,355,932• Equity Securities $1,269,811

Total Investments $3,309,869

STATEMENT OF ACTIVITIES*

REVENUE• Contributions $1,137,431• Special Events $162,052• Investment Income ($62,216)• Gift Shop $141,365Change in Present Value $98,600 Total Revenue $1,477,232

EXPENSES• Grants $772,432• Salary and Benefits $395,622• Gift Shop Resale Items $79,801• Contract Services $12,000• Special Events $61,450• Office/Administration $41,008• Engagement and Travel $18,669• Other $10,319• Bad Debt Provision $2,556

Total Expenses $1,393,857

Change in Net Assets $83,375

Make a gift: bellin.org/bellin-foundation/giving_opportunities/online_giving

(920) 433-3731

Physical Address: 740 S. Van Buren St., Green Bay, WI 54301(Mailing Address: 744 S. Webster Ave., Green Bay, WI 54301)

bellin.org/bellin-foundation