OUR LADY OF HOPE CLINIC INC (EIN 262798256) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

MICHAEL KLOESS MD

Phone

6086024812

Tax Period

2023-01-01 to 2023-12-31

OUR LADY OF HOPE CLINIC INC, founded in 2008, is a small nonprofit in the Health Care sector that reported $845K in total revenue in fiscal year 2023. Expenses of $810K left a modest 4% surplus.

Mission

SERVE THE MEDICAL NEEDS OF INDIVIDUALS WHO CANNOT AFFORD (OR OTHERWISE DO NOT HAVE ACCESS TO) PRIVATE MEDICAL CARE IN AND AROUND DANE COUNTY, WISCONSIN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $679,764

Program Service Revenue $167,208

Investment Income $0

Other Revenue $-1,689

TOTAL REVENUE $845,283

Expense Breakdown

Grants Paid $33,671

Salaries & Benefits $473,778

Fundraising Expenses $106,485

Program Expenses $523,585

Other Expenses $302,282

TOTAL EXPENSES $809,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$845,283	$831,613	+0.0%
Expenses	$809,731	$744,492	+0.1%
Net Income	$35,552	$87,121	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$165,900

Total Directors

$237,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL KLOESS MD	EXECUTIVE DIRECTOR	40.00	Officer Director	$165,900	$0	$165,900
DAVID RJ STIENNON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEN PIENTKA	VICE PRESIDENT/TREASURER	3.00	Officer Director	$0	$0	$0
MATTHEW SANDEE	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH LARSON MD	DIRECTOR	20.00	Director	$71,200	$0	$71,200
DANIEL TATAJE	DIRECTOR	1.00	Director	$0	$0	$0
GINA HASTREITER	DIRECTOR	1.00	Director	$0	$0	$0
FATHER ERIC STERNBERG	DIRECTOR	1.00	Director	$0	$0	$0
FATHER ERIC NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$845,283	$809,731	$587,955	$35,552
2022	$831,613	$744,492	$611,849	$87,121
2021	$580,215	$545,791	$126,703	$34,424
2020	$478,164	$478,882	$63,758	$-718
2019	$415,944	$446,249	$79,866	$-30,305
2018	$335,991	$343,266	$103,369	$-7,275

OUR LADY OF HOPE CLINIC INC