ASCENSION MEDICAL GROUP-FOX VALLEY WISCONSIN INC (EIN 391127163) - 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

1969

Legal Domicile

Phone

3147338000

Tax Period

2022-07-01 to 2023-06-30

ASCENSION MEDICAL GROUP-FOX VALLEY WISCONSIN INC, founded in 1969, is a major nonprofit in the Health Care sector that reported $113.8M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $162.2M exceeded revenue, resulting in a 43% 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 (2022)

Revenue Breakdown

Contributions & Grants $23,914

Program Service Revenue $113,704,354

Investment Income $1,593

Other Revenue $69,182

TOTAL REVENUE $113,799,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,856,745

Fundraising Expenses $0

Program Expenses $137,040,479

Other Expenses $62,385,765

TOTAL EXPENSES $162,242,510

Year-over-Year Comparison

	2022	2021	Change
Revenue	$113,799,043	$121,817,014	-0.1%
Expenses	$162,242,510	$167,698,972	0.0%
Net Income	$-48,443,467	$-45,881,958	+0.1%

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

N/A

Employees

936

Volunteers

N/A

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

$2,971,840

Total Directors

$6,386,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	SECRETARY/TREASURER (START 10/2022)	0.0	Officer Director	$0	$28,899	$418,164
N/A	CHAIR (END 4/2023)	0.0	Officer Director	$0	$43,362	$317,400
N/A	INTERIM PRESIDENT (START 11/2022)	0.0	Officer Director	$0	$46,106	$539,284
N/A	VICE CHAIR	0.0	Officer Director	$0	$41,580	$428,286
N/A	PRESIDENT (END 11/2022)	0.0	Officer Director	$0	$19,551	$586,203
N/A	DIRECTOR	0.0	Director	$0	$46,587	$676,395
N/A	DIRECTOR/APRN	50.0	Director	$128,765	$21,218	$149,983
N/A	DIRECTOR (END 9/2022)	0.0	Director	$0	$40,554	$1,271,038
N/A	DIRECTOR	0.0	Director	$0	$16,842	$359,836
N/A	DIRECTOR (END 3/2023)	0.0	Director	$0	$55,468	$1,146,845
N/A	DIRECTOR (END 11/2022)	0.0	Director	$0	$41,292	$493,466
N/A	CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (START 5/2023)	0.0	Officer	$0	$47,771	$682,503
N/A	PHYSICIAN	50.0	Highest	$853,014	$47,246	$900,260
N/A	PHYSICIAN	50.0	Highest	$2,616,553	$59,952	$2,676,505
N/A	PHYSICIAN	50.0	Highest	$1,375,410	$57,742	$1,433,152
N/A	PHYSICIAN	50.0	Highest	$1,316,530	$46,667	$1,363,197
N/A	PHYSICIAN	50.0	Highest	$868,346	$53,457	$921,803
N/A	FORMER KEY EMPLOYEE (END 12/2017)	0.0		$0	$20,811	$438,844
N/A	FORMER KEY EMPLOYEE (END 6/2017)	0.0		$0	$37,389	$203,072
N/A	FORMER OFFICER (END 9/2021)	0.0		$0	$54,290	$1,343,939

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$113,799,043	$162,242,510	$46,342,954	$-48,443,467
2022	$121,817,014	$167,698,972	$42,749,235	$-45,881,958
2021	$125,476,367	$166,649,335	$53,400,736	$-41,172,968
2020	$110,261,715	$166,330,280	$48,173,927	$-56,068,565
2019	$124,370,203	$170,126,674	$36,571,115	$-45,756,471
2018	$152,404,186	$172,714,344	$42,347,134	$-20,310,158

ASCENSION MEDICAL GROUP-FOX VALLEY WISCONSIN INC