2016 Impact Report2016 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

Kristin Charles, PhDKD Charles Business Consulting

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

Bellin Health continues to serve our community through patient care excellence and community health improvement. Your generosity and resources make this focus possible. The improvements we make to provide access to quality health care cannot be attained without your help.

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

Thank you for your generosity.

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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2016 Employee Sharing Summary of Giving Robert Fry Employee Assistance Fund $64,419Patient Assistance Fund $26,619Health System’s Most Pressing Need $25,060Julie Russell Gyn Oncology Fund $10,261John R. Underwood Business Excellence Award $9,010THRIVE $7,424Michael Wilde Nursing Scholarship $6,040George Bennett Nursing Scholarship $5,966Janis A. Mielke Memorial Fund $5,469Other gifts $1,397

$161,665

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Philanthropy In Action

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Employees raise $161,665Employee Sharing Program – 33% ParticipationBellin Health employees demonstrated a culture of giving and contributed to help fellow employees, patients, and students in need. The program generated $161,665 in its 11th year of existence (see page 3 for breakdown of giving). Since its inception, the program has now raised $1,140,392.

$111,290 for Child Life ProgramBlack Tie & Blue Jean ExtravaganzaOur 11th Annual Event was held on September 10th at the Lambeau Field Atrium and was attended by 450 guests. The fun-filled evening with the Great Gatsby theme generated $111,290 in support of the Child Life Program.

Bellin Health Titletown Sports Medicine & OrthopedicsRecognition of givingThe new Bellin Health Titletown Sports Medicine & Orthopedics project is being generously supported by our community. Edward and Terri Martin are leading this philanthropic effort and will have their gift recognition displayed in the main entrance atrium of the building.

Andrew Thor has generously agreed to support this project and will have gift recognition located by the small conference room immediately off the atrium in memory of his recently deceased wife, Amy Thor, a former Bellin Health employee at the Ashwaubenon Physical Therapy Clinic.

Patrick and Ann Murphy have generously offered their support through a gift to provide a Patient Examination Room located on the first floor of the facility.

Nurse Joyce ScholarshipRecognition of givingThe physicians of Cardiology Associates of Bellin Health gifted over $350,000 to establish the Nurse Joyce Scholarship in memory of long time Bellin nurse Joyce Palladino, who passed away in January. This gift will make it possible for nurses in the cardiac care area to continue their education and provide excellence in patient care.

Become a Volunteer Today…

413 active volunteers

37,721 hours of service

$562,963 labor cost value

18.40 full-time equivalent paid positions

bellin.org/foundation

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, 2016

* Audited Financial Statements Year Ending September 30, 2016

Learn More at

bellin.org/foundation

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INVESTMENT FAIR VALUE*

INVESTMENT• Cash and Equivalents $117,170• Fixed Income Securities $602,159• Mutual Funds $1,459,560• Equity Securities $1,375,757

Total Investments $3,554,646

STATEMENT OF ACTIVITIES*

REVENUE• Contributions $1,451,788• Special Events $171,413• Investment Income $253,218• Gift Shop $137,432Change in Present Value $70,100 Total Revenue $2,083,951

EXPENSES• Grants $607,890• Salary and Benefits $422,870• Gift Shop Resale Items $80,506• Contract Services $10,425• Special Events $60,123• Office/Administration $47,735• Engagement and Travel $15,969• Other $16,371• Bad Debt Provision $1,770

Total Expenses $1,263,659

Change in Net Assets $820,292

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