CHIPPEWA VALLEY HOSPITAL AND OAKVIEW CARE CENTER INC (EIN 391365168) - 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

1980

Legal Domicile

Principal Officer

DOUGLAS PETERSON

Phone

7156724211

Tax Period

2024-01-01 to 2024-12-31

CHIPPEWA VALLEY HOSPITAL AND OAKVIEW CARE CENTER INC, founded in 1980, is a mid-sized nonprofit in the Health Care sector that reported $23.0M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.2M, a strong 18% operating margin.

Mission

THE OPERATION OF A 25 BED ACUTE CARE HOSPITAL.

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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 $917,620

Program Service Revenue $21,575,234

Investment Income $497,345

Other Revenue $0

TOTAL REVENUE $22,990,199

Expense Breakdown

Grants Paid $113,117

Salaries & Benefits $10,035,322

Fundraising Expenses $0

Program Expenses $16,857,037

Other Expenses $8,605,230

TOTAL EXPENSES $18,753,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,990,199	$19,400,445	+0.2%
Expenses	$18,753,669	$17,469,099	+0.1%
Net Income	$4,236,530	$1,931,346	+1.2%

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

117

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

$2,420,113

Total Directors

$3,041,220

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HUENERGARDT SAMUEL	CHAIRMAN/DIRECTOR	1.00	Officer Director	$0	$178,312	$1,721,528
HEINRICH WILLIAM	DIRECTOR	1.00	Director	$0	$97,804	$836,665
PETERSON DOUGLAS	DIRECTOR/CEO	50.00	Officer Director	$0	$49,078	$447,829
HEIKE CHARLES	DIRECTOR	3.61	Director	$27,235	$0	$27,235
BAUER LINDA	DIRECTOR	1.00	Director	$150	$0	$150
BECHEL TODD	DIRECTOR	1.00	Director	$150	$0	$150
BEST ROXANNE	DIRECTOR	1.00	Director	$150	$0	$150
BOSS PECK SANDRA	DIRECTOR	1.00	Director	$150	$0	$150
GILLES MARK	DIRECTOR	1.00	Director	$150	$0	$150
NAFTANAILA TITUS	DIRECTOR	1.00	Director	$6,913	$0	$6,913
YINGST WILLIAM	DIRECTOR	1.00	Director	$150	$0	$150
HEIKE JOHN	DIRECTOR	1.00	Director	$150	$0	$150
PERRY SHAWN	CFO	5.00	Officer	$0	$44,842	$250,756
RUCKER MD KENNETH	PHYSICIAN	40.00	Highest	$324,828	$61,639	$386,467
HUNT MD THOMAS	PHYSICIAN	40.00	Highest	$313,442	$50,339	$363,781
CASEY TIM	CRNA	40.00	Highest	$228,721	$46,543	$275,264
DIDION MD BRADY	PHYSICIAN	40.00	Highest	$324,494	$36,823	$361,317
POESCHEL JANE	NURSE PRACTITIONER	40.00	Highest	$164,032	$29,387	$193,419
BACON KEN	FORMER OFFICER	0.00		$0	$5,748	$3,110,811
BEEBE HARMAT	FORMER OFFICER (END 3/24)	0.00		$0	$6,083	$180,493
RANDOLPH KARSTEN	FORMER OFFICER	0.00		$0	$166,436	$1,811,016

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	$22,990,199	$18,753,669	$17,451,579	$4,236,530
2023	$19,400,445	$17,469,099	$13,803,480	$1,931,346
2022	$17,457,963	$16,760,098	$9,703,703	$697,865
2021	$17,973,639	$16,996,668	$14,357,117	$976,971
2020	$15,991,265	$15,362,460	$15,158,743	$628,805
2019	$15,853,918	$14,485,996	$10,918,855	$1,367,922
2018	$17,019,663	$14,554,515	$9,138,872	$2,465,148

CHIPPEWA VALLEY HOSPITAL AND OAKVIEW CARE CENTER INC