COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC (EIN 390806315) - 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

1959

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC, founded in 1959, is a major nonprofit in the Health Care sector that reported $724.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $810.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,056,388

Program Service Revenue $714,898,198

Investment Income $48,111

Other Revenue $3,036,919

TOTAL REVENUE $724,039,616

Expense Breakdown

Grants Paid $4,347,681

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $639,432,930

Other Expenses $805,679,377

TOTAL EXPENSES $810,027,058

Year-over-Year Comparison

	2024	2023	Change
Revenue	$724,039,616	$662,381,025	+0.1%
Expenses	$810,027,058	$796,207,689	+0.0%
Net Income	$-85,987,442	$-133,826,664	-0.4%

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

N/A

Volunteers

144

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

$3,709,518

Total Directors

$7,081,499

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRE STOREY	EX-OFFICIO/PRESIDENT, MILWAUKEE CAMPUS	0.0	Officer Director	$0	$33,014	$629,809
DANIEL W JACKSON	EX-OFFICIO/CEO, MINISTRY MARKET EXECUTIVE	0.0	Officer Director	$0	$48,546	$1,502,128
JOHN JOYCE	EX-OFFICIO/PRESIDENT, OZAUKEE CAMPUS	0.0	Officer Director	$0	$47,194	$757,801
LYNNE BRIGGS	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
ROBERT VANHIMBERGEN	CHAIR	1.0	Officer Director	$0	$0	$0
BHAGATH SIRIPURAPU MD	EX-OFFICIO	0.0	Director	$0	$25,556	$529,681
JERRY SURIANO MD	EX-OFFICIO	1.0	Director	$0	$0	$0
JONATHAN H BERKOFF MD	EX-OFFICIO	1.0	Director	$0	$0	$0
JONATHON MATUSZEWSKI	EX-OFFICIO	0.0	Director	$0	$54,336	$596,375
JOSEPH P REGAN MD	EX-OFFICIO	1.0	Director	$0	$0	$60,199
KAYE-EILEEN WILLARD MD	EX-OFFICIO	0.0	Director	$0	$51,032	$409,279
KRISTIN A MCMANMON	EX-OFFICIO	0.0	Director	$0	$50,571	$808,922
KURT RONALD SCHLEY	EX-OFFICIO	0.0	Director	$0	$50,910	$578,630
MARK T CATHERALL MD	EX-OFFICIO	0.0	Director	$0	$57,361	$421,000
MATTHEW MOKROHISKY MD	EX-OFFICIO	1.0	Director	$0	$0	$0
MERLE ORR MD	EX-OFFICIO (START 9/2024)	1.0	Director	$0	$0	$0
PETER STAMAS MD	EX-OFFICIO (END 7/2024)	0.0	Director	$0	$37,208	$522,359
SHANA SAPPINGTON CRITTENDEN MD	EX-OFFICIO (START 9/2024)	0.0	Director	$0	$10,042	$265,316
CRISTIAN ANNETTE CORMIER	VP, FINANCE, MILWAUKEE CAMPUS (START 7/2024 - END 11/2024)	0.0	Officer	$0	$11,411	$331,665
JEAN VOIGHT	VP, FINANCE, OZAUKEE CAMPUS (END 5/2025)	0.0	Officer	$0	$47,167	$345,127
JOANNA ZIMMERMAN	VP, FINANCE, MILWAUKEE CAMPUS (START 6/2025)	0.0	Officer	$0	$0	$0
MINAL VAHORA	VP, FINANCE, OZAUKEE CAMPUS (START 6/2025)	0.0	Officer	$0	$16,408	$142,988
JEANNE M GRAMZA	FORMER OFFICER (END 5/2024)	0.0		$0	$40,094	$270,164
JERRY M HARDACRE MD	FORMER OFFICER (END 6/2020)	0.0		$0	$49,791	$462,391
JONATHAN SOHN	FORMER OFFICER (END 9/2021)	0.0		$0	$28,556	$1,655,486
MATTHEW TYLER HANSELMAN	FORMER OFFICER (END 8/2023)	0.0		$0	$37,496	$832,871

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
2025	$724,039,616	$810,027,058	$455,898,074	$-85,987,442
2024	No data	No data	No data	No data
2023	$698,514,876	$984,564,500	$535,157,555	$-286,049,624
2022	$603,582,934	$708,117,362	$783,913,696	$-104,534,428
2021	$598,931,746	$628,481,686	$720,810,633	$-29,549,940
2020	$569,249,408	$596,737,948	$683,978,481	$-27,488,540
2019	$503,970,099	$529,895,719	$624,694,478	$-25,925,620
2018	$507,126,216	$510,502,441	$635,605,537	$-3,376,225

COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC