SSM HEALTH AT HOME FOUNDATION OF WISCONSIN INC

EIN: 391839309 501(c)(3) Philanthropy & Grantmaking

MADISON, WI

Total Revenue
$320,725
Total Expenses
$191,499
Total Assets
$5,906,507
Net Assets
$5,862,065
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
WI
Principal Officer
STEPHANIE KING
Phone
6082421516
Tax Period
2023-01-01 to 2023-12-31

SSM HEALTH AT HOME FOUNDATION OF WISCONSIN INC, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $321K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 40% operating margin.

Mission

TO SUPPORT PRIMARILY HOME HEALTH UNITED, INC. (HHU) AND HHU XTRA CARE, INC. BY MEANS OF GRANTS, LOANS, OR INVESTMENTS OF ASSETS AND SECONDARILY TO SUPPORT OTHER NONPROFIT ORGANIZATIONS THAT PROVIDE HOME HEAL TH CARE, BASIC SERVICES FOR THE HOMEBOUND, OR COMMUNITY HEAL TH CARE IN THE AREAS SERVED BY HHU.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $250,346
Program Service Revenue $0
Investment Income $75,871
Other Revenue $-5,492
TOTAL REVENUE $320,725

Expense Breakdown

Grants Paid $175,324
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $178,549
Other Expenses $16,175
TOTAL EXPENSES $191,499

Year-over-Year Comparison

2023 2022 Change
Revenue $320,725 $184,655 +0.7%
Expenses $191,499 $139,640 +0.4%
Net Income $129,226 $45,015 +1.9%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
7
$1,742,463
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRIS THOMAS DREIFUERST DIRECTOR 1.00
Director
$0 $0 $0
PATTY SPRAGG DIRECTOR 1.00
Director
$0 $0 $0
GREG COLLINS PRESIDENT 1.00
Officer Director
$0 $0 $0
JOAN FORDHAM SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
RAY BRAY VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
PHILLIP HOOD WI VP PHILANTHROPY (INTERIM PHILANTHROPY LEADERSHI 1.00
Officer
$0 $75,567 $321,218
CHRIS THORNOCK PRESIDENT-POST ACUTE 1.00
Officer
$0 $263,637 $847,024
DG GLOEDE PRESIDENT, POST-ACUTE 1.00
Officer
$0 $181,038 $533,829
BRITTANY DE LA O FORMER (FOUNDATION COORDINATOR) 40.00
Officer
$0 $4,949 $40,392
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 $320,725 $191,499 $5,906,507 $129,226
2022 $184,655 $139,640 $5,149,779 $45,015
2021 $259,261 $220,997 $5,941,597 $38,264
2020 $282,596 $198,834 $5,311,403 $83,762
2019 $200,786 $283,291 $4,806,181 $-82,505
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