MILWAUKEE CATHOLIC HOME INC (EIN 390806215) - 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

1913

Legal Domicile

Principal Officer

JESSICA HORNING

Phone

4142203222

Tax Period

2023-01-01 to 2023-12-31

MILWAUKEE CATHOLIC HOME INC, founded in 1913, is a mid-sized nonprofit in the Human Services sector that reported $31.8M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum.

Mission

THROUGH CATHOLIC TRADITION AND COMMITMENT, MILWAUKEE CATHOLIC HOME INC PROVIDES CONTINUING CARE SERVICES FOR OLDER ADULTS.

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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 $3,140,889

Program Service Revenue $27,556,831

Investment Income $485,448

Other Revenue $614,467

TOTAL REVENUE $31,797,635

Expense Breakdown

Grants Paid $21,457

Salaries & Benefits $21,053,632

Fundraising Expenses $174,068

Program Expenses $25,184,682

Other Expenses $10,086,317

TOTAL EXPENSES $31,161,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,797,635	$21,115,566	+0.5%
Expenses	$31,161,406	$22,583,806	+0.4%
Net Income	$636,229	$-1,468,240	-1.4%

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

695

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

$895,224

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK M CANNON	DIRECTOR	2.00	Director	$0	$0	$0
BRIDGET COFFEY	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT DEVITA	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER DOERING PHD RN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LORA OLENCHEK	DIRECTOR	2.00	Director	$0	$0	$0
PETER MULLANEY	SECRETARY	2.00	Officer Director	$0	$0	$0
DR LINDA WARD	DIRECTOR	2.00	Director	$0	$0	$0
RICK SCHMIDT	DIRECTOR	2.00	Director	$0	$0	$0
SR MARY KAY BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
PAUL CONNOLLY	DIRECTOR	2.00	Director	$0	$0	$0
JOANNE HILL	DIRECTOR	2.00	Director	$0	$0	$0
LINDA PRICE-TOPP	DIRECTOR	2.00	Director	$0	$0	$0
DAVID FULCHER	CHIEF EXECUTIVE OFFICER	45.00	Officer	$307,023	$67,548	$374,571
ELIZABETH JOHNSTON	CHIEF PEOPLE OFFICER	40.00	Officer	$137,778	$27,657	$165,435
KATHLEEN GRANT	CHIEF CLINICAL OFFICER	45.00	Officer	$154,110	$31,225	$185,335
JESSICA HORNING	CHIEF FINANCIAL OFFICER	45.00	Officer	$145,090	$24,793	$169,883
PATRICK SHAUGHNESSY	EXECUTIVE DIRECTOR	40.00	Highest	$141,875	$51,786	$193,661

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	$31,797,635	$31,161,406	$44,183,984	$636,229
2022	$21,115,566	$22,583,806	$43,028,533	$-1,468,240
2021	$22,168,366	$20,540,571	$48,417,467	$1,627,795
2020	$19,325,682	$20,295,484	$49,948,996	$-969,802
2019	$20,324,491	$20,204,071	$48,928,626	$120,420
2018	$20,403,581	$19,975,933	$42,698,013	$427,648

MILWAUKEE CATHOLIC HOME INC