CHILDREN'S HOSPITAL OF WISCONSIN F… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

MEG BRZYSKI NELSON

Phone

4142665420

Tax Period

2023-01-01 to 2023-12-31

CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC, founded in 1984, is a major nonprofit in the Health Care sector that reported $134.2M in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86.0M, a strong 64% operating margin.

Mission

CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION, INC. IS A 501(C)(3) ORGANIZATION THAT EXISTS TO FUNDRAISE FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. AND ITS NOT-FOR-PROFIT AFFILIATES INCLUDING CHILDREN'S HOSPITAL OF WISCONSIN, INC., CHILDREN'S MEDICAL GROUP, INC., AND CHILDREN'S SERVICE SOCIETY OF WISCONSIN.

Program Service Accomplishments

Program 1

Expenses: $12,825,229

IN COLLABORATION WITH CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("CHW OR "THE HOSPITAL") AND ITS AFFILIATES, CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION, INC. ("CHWF OR "THE FOUNDATION") RAISES FUNDS TO SUPPORT FREE OR BELOW-COST COMMUNITY PROGRAMS SUCH AS HEALTH EDUCATION, CHILD ABUSE PREVENTION, PARENTING EDUCATION AND INJURY PREVENTION PROGRAMS. FUNDING ALSO SUPPORTS SCHOOL BASED HEALTH CENTERS IN MILWAUKEE SCHOOLS, PRIMARY CARE CLINICS IN UNDERSERVED AREAS, AND SUPPORTS SOCIAL SERVICES PROVIDED TO WISCONSIN CHILDREN AND FAMILIES BY CHILDREN'S SERVICE SOCIETY OF WISCONSIN.

Program 2

Expenses: $13,966,585

THE FOUNDATION PROVIDES RESOURCES ESSENTIAL TO SUPPORT THE OPERATIONS AND CAPITAL NEEDS OF CHW.

Program 3

Expenses: $4,360,855

IN COLLABORATION WITH CHW AND ITS AFFILIATES, THE FOUNDATION RAISES FUNDS TO SUPPORT INNOVATIVE NEW BIOMEDICAL, CLINICAL AND TRANSLATIONAL RESEARCH.

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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 $37,078,495

Program Service Revenue $0

Investment Income $97,768,054

Other Revenue $-689,383

TOTAL REVENUE $134,157,166

Expense Breakdown

Grants Paid $31,122,145

Salaries & Benefits $6,438,432

Fundraising Expenses $7,564,714

Program Expenses $31,152,669

Other Expenses $9,740,063

TOTAL EXPENSES $48,127,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,157,166	$67,031,166	+1.0%
Expenses	$48,127,461	$40,492,540	+0.2%
Net Income	$86,029,705	$26,538,626	+2.2%

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

N/A

Volunteers

334

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

$2,701,875

Total Directors

$3,085,933

Key Employees

$1,058,013

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET TROY	DIRECTOR/PRESIDENT AND CEO CHHS	0.00	Director	$0	$74,552	$2,267,171
MARGARET BRYZSKI NELSON	DIRECTOR/PRESIDENT CHWF/CDO	0.00	Officer Director	$0	$147,451	$818,762
DAVE WERNER	DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$0
STACEY WALTHERS NAFFAH	DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK BLUTSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BETSY BRENNER	DIRECTOR	1.00	Director	$0	$0	$0
DAN BUEHRLE	DIRECTOR	1.00	Director	$0	$0	$0
JIM CARAGHER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY J CLEARY-REBHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
MEG DEAN	DIRECTOR	1.00	Director	$0	$0	$0
BARRI DRURY	DIRECTOR	1.00	Director	$0	$0	$0
RAQUEL FILMANOWICZ	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD FLORSHEIM	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GREBE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK HAMMES	DIRECTOR	1.00	Director	$0	$0	$0
MARY M HOSMER	DIRECTOR	1.00	Director	$0	$0	$0
JERRY JENDUSA	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS KALTENBACH	DIRECTOR	1.00	Director	$0	$0	$0
TED D KELLNER	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD S KUBALE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE LUCZAK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MARGOLIS MD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
CHAD NOEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M NOEL	DIRECTOR	1.00	Director	$0	$0	$0
UGO NWAGBARAOCHA	DIRECTOR	1.00	Director	$0	$0	$0
JIM OSTROM	DIRECTOR	1.00	Director	$0	$0	$0
GREG W RENZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SHEPPARD	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELLEN B STANEK	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY STAYER	DIRECTOR	1.00	Director	$0	$0	$0
MARK THEINE	DIRECTOR	1.00	Director	$0	$0	$0
DEREK TYUS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS ARENBERG	DIRECTOR	1.00	Director	$0	$0	$0
SOUHEIL BADRAN	DIRECTOR	1.00	Director	$0	$0	$0
TEDDY WERNER	DIRECTOR	1.00	Director	$0	$0	$0
GAIL YABUKI	DIRECTOR	1.00	Director	$0	$0	$0
PORTIA YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
MARC CADIEUX	TREASURER/CORP VP & CFO	0.00	Officer	$0	$132,135	$1,168,140
LESLIE TECTOR	SECRETARY/VP GENERAL COUNSEL	0.00	Officer	$0	$103,581	$714,973
CHRISTINE BARANOUCKY	VP ENGAGEMENT & STEWARDSHIP	40.00	Key Emp	$244,460	$43,322	$287,782
JAY RABIDEAUX	VP DEVELOPMENT	40.00	Key Emp	$295,110	$79,262	$374,372
JEFFREY STEWART	COO FOUNDATION	40.00	Key Emp	$316,035	$79,824	$395,859
MARYANNE KESSEL	EXECUTIVE DEVELOPMENT DIR, HHI	40.00	Highest	$286,914	$52,191	$339,105
DENA MCCORMICK	DIR STRATEGIC INFO & RESEARCH	40.00	Highest	$147,864	$29,980	$177,844
KARA MUCHOW	SR DIRECTOR	40.00	Highest	$151,151	$68,073	$219,224
HEATHER NELSON	EXEC DIR PHILANTHROPY	40.00	Highest	$177,072	$72,581	$249,653
KELLY SACHSE	SENIOR DIR, PLANNED GIVING	40.00	Highest	$199,725	$73,162	$272,887
MICHELLE METTNER	FORMER SEC/CORP VP GOV & LEGAL AFF.	0.00		$0	$7,319	$419,212

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	$134,157,166	$48,127,461	$1,554,613,816	$86,029,705
2022	$67,031,166	$40,492,540	$1,340,562,517	$26,538,626
2021	$112,590,406	$35,854,532	$1,410,554,604	$76,735,874
2020	$94,444,184	$33,354,113	$1,206,475,471	$61,090,071
2019	$78,881,393	$28,519,392	$1,035,129,694	$50,362,001
2018	$80,819,851	$26,322,132	$815,909,867	$54,497,719

CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC