MILWAUKEE HEALTH SERVICES INC (EIN 391664109) - 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

1989

Legal Domicile

Principal Officer

TITO IZARD MD

Phone

4143728080

Tax Period

2024-02-01 to 2025-01-31

MILWAUKEE HEALTH SERVICES INC, founded in 1989, is a mid-sized nonprofit in the Health Care sector that reported $25.0M in total revenue in fiscal year 2024.

Mission

TO PROVIDE MEDICAL AND DENTAL PRIMARY CARE SERVICES TO A MEDICALLY UNDERSERVED POPULATION.

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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 $7,048,340

Program Service Revenue $17,376,102

Investment Income $69,824

Other Revenue $501,897

TOTAL REVENUE $24,996,163

Expense Breakdown

Grants Paid $6,464

Salaries & Benefits $14,560,367

Fundraising Expenses $0

Program Expenses $20,368,792

Other Expenses $10,305,724

TOTAL EXPENSES $24,872,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,996,163	$24,565,617	+0.0%
Expenses	$24,872,555	$23,416,851	+0.1%
Net Income	$123,608	$1,148,766	-0.9%

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

229

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

$684,011

Total Directors

Key Employees

$278,712

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER LANIER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRIDGETT MOSS	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
AUDREY SELLERS	TREASURER	1.00	Officer Director	$0	$0	$0
JADDIA ARNOLD	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN BAKER	DIRECTOR	1.00	Director	$0	$0	$0
GINA GREEN-HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
SIRR GRICE	DRECTOR	1.00	Director	$0	$0	$0
BABETTE HONORE	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE HALINKA MALCOE	DIRECTOR	1.00	Director	$0	$0	$0
CURTISS MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
ANGELIQUE SHARPE	DIRECTOR	1.00	Director	$0	$0	$0
DR TITO IZARD	PRESIDENT & CEO	40.00	Officer	$367,532	$14,364	$381,896
LAURIE YAKE	CHIEF FINANCE OFFICER	40.00	Officer	$142,725	$9,276	$152,001
MICHELE LEBOURGEOIS	CHIEF OPERATING OFFICER	40.00	Officer	$140,585	$9,529	$150,114
DR ARONICA WILLIAMS	CHIEF MEDICAL OFFICER	40.00	Key Emp	$268,119	$10,593	$278,712
JOHN STOCKTON	PSYCHIATRIST	40.00	Highest	$303,185	$10,288	$313,473
KATHERINE D VAN FOSSEN	PHYSICIAN	40.00	Highest	$296,237	$4,052	$300,289
LAKESHA LAWRENCE	PSYCHIATRIST	40.00	Highest	$290,444	$10,864	$301,308
KIMBERLIE WARD-COOPER	PHYSICIAN	40.00	Highest	$182,527	$8,818	$191,345
AKINTUNDE BOWDEN	PHYSICIAN	40.00	Highest	$169,435	$3,987	$173,422

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	$24,996,163	$24,872,555	$12,617,854	$123,608
2024	$24,565,617	$23,416,851	$12,390,359	$1,148,766
2023	$26,171,298	$27,203,883	$12,585,792	$-1,032,585
2022	$28,015,287	$29,246,809	$12,836,316	$-1,231,522
2021	$29,287,329	$28,218,217	$14,350,055	$1,069,112
2020	$20,313,711	$21,121,425	$13,576,595	$-807,714
2019	$24,397,236	$19,674,418	$15,593,559	$4,722,818

MILWAUKEE HEALTH SERVICES INC