Regional Wellness Fund Of Memorial Medical Center Inc

Ashland, WI
Tax-exempt since May 1983
EIN: 39-1360035

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$120k (2025)

Expenses

$17.6k (2025)

Total Assets

$691k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$119,856

Expenses

$17,606

Net Income

$102,250

Net Assets

$691,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$193	0.2%
Dividends	$16,182	13.5%
Sales of Assets	$103,481	86.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,987	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$691,491
Total Liabilities	$0
Net Assets	$691,491

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chair)	$0	$0
Luke Beirl (Vice Chair/S)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Karen Hoglund (Director)	$0	$0
John Beirl (Director)	$0	$0
Ann Bochler (Director)	$0	$0
Kristin Setzke (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$34,832

Expenses

$28,221

Net Income

$6,611

Net Assets

$635,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	2.9%
Interest Revenue	$191	0.5%
Dividends	$12,983	37.3%
Sales of Assets	$20,658	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,775	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$635,735
Total Liabilities	$0
Net Assets	$635,735

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chair)	$0	$0
Luke Beirl (Secretary/Tr)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Karen Hoglund (Director)	$0	$0
John Beirl (Director)	$0	$0
Ann Bochler (Director)	$0	$0
Kristin Setzke (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2023

Revenue

$32,053

Expenses

$18,184

Net Income

$13,869

Net Assets

$560,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.1%
Dividends	$12,446	38.8%
Sales of Assets	$19,570	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,184	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,887
Total Liabilities	$0
Net Assets	$560,887

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chair)	$0	$0
Jason Douglas (Secretary/Tr)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Karen Hoglund (Director)	$0	$0
John Beirl (Director)	$0	$0
Ann Bochler (Director)	$0	$0
Kristin Setzke (Director)	$0	$0

+ View more people

990-PF

Filed on July 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$31,474

Expenses

$15,896

Net Income

$15,578

Net Assets

$583,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.3%
Interest Revenue	$34	0.1%
Dividends	$10,477	33.3%
Sales of Assets	$20,363	64.7%
Other Income	$500	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,896	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$583,847
Total Liabilities	$0
Net Assets	$583,847

Compensation

Key Employees and Officers	Compensation	Other
Karen Hoglund (Director)	$0	$0
John Beirl (Director)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Ann Bochler (Director)	$0	$0
Kristin Setzke (Director)	$0	$0
Aa Koeller Md (Chair)	$0	$0
Don Chase (Vice Chair)	$0	$0
Jason Douglas (Secretary/Treasurer)	$0	$0

+ View more people

990-PF

Filed on Sept. 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$15,293

Expenses

$34,467

Net Income

-$19,174

Net Assets

$596,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.7%
Interest Revenue	$104	0.7%
Dividends	$9,476	62.0%
Sales of Assets	$5,613	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,442	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$596,644
Total Liabilities	$1
Net Assets	$596,643

Compensation

Key Employees and Officers	Compensation	Other
Karen Hoglund (Director)	$0	$0
John Beirl (Director)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Ann Bochler (Director)	$0	$0
Kristin Setzke (Director)	$0	$0
Aa Koeller Md (Chair)	$0	$0
Don Chase (Vice Chair)	$0	$0
Jason Douglas (Secretary/Treasurer)	$0	$0

+ View more people

990-PF

Filed on Oct. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2020

Revenue

$25,584

Expenses

$28,342

Net Income

-$2,758

Net Assets

$498,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$560	2.2%
Interest Revenue	$134	0.5%
Dividends	$10,249	40.1%
Sales of Assets	$14,641	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,952	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$498,379
Total Liabilities	$1
Net Assets	$498,378

Compensation

Key Employees and Officers	Compensation	Other
Karen Hoglund (Director)	$0	$0
Victoria Stroshane (Director)	$0	$0
John Beirl (Director)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Ann Bochler (Director)	$0	$0
Kristin Setzke (Director)	$0	$0
Aa Koeller Md (Chair)	$0	$0
Don Chase (Vice Chair)	$0	$0
Jason Douglas (Secretary/Treasurer)	$0	$0

+ View more people

990-PF

Filed on Oct. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$40,352

Expenses

$34,799

Net Income

$5,553

Net Assets

$499,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	1.2%
Interest Revenue	$339	0.8%
Dividends	$9,605	23.8%
Sales of Assets	$29,908	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,690	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$499,274
Total Liabilities	$0
Net Assets	$499,274

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chair)	$0	$0
Patricia Stromberg (Vice Chair)	$0	$0
Jason Douglas (Secretary/Treasurer)	$0	$0
Karen Hoglund (Director)	$0	$0
Victoria Stroshane (Director)	$0	$0
John Beirl (Director)	$0	$0
Mary Mcphetridge (Director)	$0	$0
Judy Wheeler (Director)	$0	$0
Don Chase (Director)	$0	$0
Ann Bochler (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2016

Revenue

-$5,262

Expenses

$12,151

Net Income

-$17,413

Net Assets

$448,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78
Dividends	$8,438
Sales of Assets	-$13,778
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,252	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,790
Total Liabilities	$0
Net Assets	$448,790

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chairman)	$0	$0
Patricia Stromberg (Vice Chairman)	$0	$0
Jason Douglas (Secretary/Treasurer)	$0	$0
Karen Hoglund (Director)	$0	$0
Peter Erickson (Director)	$0	$0
John Beirl (Director)	$0	$0
Lowell Miller (Director)	$0	$0
Judy Wheeler (Director)	$0	$0
Donald Chase (Director)	$0	$0
Ann Bochler (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending May
2015

Revenue

$16,724

Expenses

$19,232

Net Income

-$2,508

Net Assets

$484,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$500	3.0%
Program Services	$0
Investment Income	$8,610	51.5%
Net Fundraising	$0
Sales of Assets	$7,614	45.5%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$484,287
Total Liabilities	$0
Net Assets	$484,287

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chairman)	$0	$0
Gary Ellefson (Vice Chairman)	$0	$0
Daniel Hymans (Director)	$0	$0
Patricia Stromberg (Director)	$0	$0
Peter Erickson (Director)	$0	$0
Lowell Miller (Director)	$0	$0
Judy Wheeler (Director)	$0	$0
Donald Chase (Director)	$0	$0
Jason Douglas (Secretary/Treasurer)	$0	$0

+ View more people

990-EZ

Filed on Sept. 9, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2014

Revenue

$16,142

Expenses

$42,107

Net Income

-$25,965

Net Assets

$484,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$200	1.2%
Program Services	$0
Investment Income	$8,603	53.3%
Net Fundraising	$0
Sales of Assets	$7,339	45.5%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$484,301
Total Liabilities	$0
Net Assets	$484,301

Compensation

Key Employees and Officers	Compensation	Other
Aa Koeller Md (Chairman)	$0	$0
Gary Ellefson (Vice Chairman)	$0	$0
Daniel Hymans (Director)	$0	$0
Patricia Stromberg (Director)	$0	$0
Peter Erickson (Director)	$0	$0
Lowell Miller (Director)	$0	$0
Judy Wheeler (Director)	$0	$0
Donald Chase (Director)	$0	$0
Jason Douglas (Secr/Treas)	$0	$0

+ View more people

990-EZ

Filed on Sept. 22, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2013

Revenue

$11,693

Expenses

$14,173

Net Income

-$2,480

Net Assets

$475,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,800	23.9%
Program Services	$0
Investment Income	$8,893	76.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$475,900
Total Liabilities	$0
Net Assets	$475,900

990-EZ

Filed on Nov. 11, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2012

Revenue

$9,421

Expenses

$11,874

Net Income

-$2,453

Net Assets

$426,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$90	1.0%
Program Services	$0
Investment Income	$9,181	97.5%
Net Fundraising	$150	1.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$426,832
Total Liabilities	$0
Net Assets	$426,832

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Regional Wellness Fund Of Memorial Medical Center Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $120k (2025)

Expenses $17.6k (2025)

Total Assets $691k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending May 2012

Extracted Financial Data

Revenue

$120k (2025)

Expenses

$17.6k (2025)

Total Assets

$691k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002