BOARD MEMBERS. George Kerwin President/CEO, Bellin Health. Edward Bongiorno, DO Bellin Health. Kristin Charles, PhD KD Charles Business Consulting

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1 2016 Impact Report

2 OFFICERS Aaron Popkey Board Chair Green Bay Packers Susan Van Gheem Vice Chair Pension Inc. Gail McNutt Treasurer Girl Scouts of the Northwestern Great Lakes Steve VanVuren Secretary The 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, DO Bellin Health Kristin Charles, PhD KD Charles Business Consulting Frederick Schmidt Law Firm of Conway, Olejniczak & Jerry, S.C. Alan Wentworth, MD Retired Neurosurgeon EMERITUS MEMBERS Ann Murphy Murphy Development, Inc. Michael Sturdivant Tweet/Garot Mechanical, Inc. Wen Yap, MD Urology Associates of Green Bay STAFF Steve Maricque President Nan Bush Director Amy Stach Executive Assistant 1

3 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 confidence 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 2

4 2016 Employee Sharing Summary of Giving Robert Fry Employee Assistance Fund $64,419 Patient Assistance Fund $26,619 Health System s Most Pressing Need $25,060 Julie Russell Gyn Oncology Fund $10,261 John R. Underwood Business Excellence Award $9,010 THRIVE $7,424 Michael Wilde Nursing Scholarship $6,040 George Bennett Nursing Scholarship $5,966 Janis A. Mielke Memorial Fund $5,469 Other gifts $1,397 $161,665 3

5 Philanthropy In Action Employees raise $161,665 Employee Sharing Program 33% Participation Bellin 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 11 th 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 Program Black Tie & Blue Jean Extravaganza Our 11 th Annual Event was held on September 10 th 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 & Orthopedics Recognition of giving The 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 Scholarship Recognition of giving The 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. 4

6 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. 413 active volunteers $562,963 labor cost value 37,721 hours of service full-time equivalent paid positions Become a Volunteer Today bellin.org/foundation 5

7 Learn More at bellin.org/foundation STATEMENT OF ACTIVITIES* Financials Ending September 30, 2016 REVENUE Contributions $1,451,788 Special Events $171,413 Investment Income $253,218 Gift Shop $137,432 Change in Present Value $70,100 Total Revenue $2,083,951 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 * Audited Financial Statements Year Ending September 30, 2016 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 6

8 Physical Address: 740 S. Van Buren St., Green Bay, WI (Mailing Address: 744 S. Webster Ave., Green Bay, WI 54301) bellin.org/bellin-foundation