SSM HEALTH AT HOME FOUNDATION OF W… - 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

1995

Legal Domicile

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 PROMOTE OPTIMAL HEALTH AND QUALITY OF LIFE TO THOSE WE SERVE THROUGH OUR EXCEPTIONAL COMPREHENSION CARE BOTH AT HOME AND IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $178,549

SSM HEALTH AT HOME FOUNDATION OF WISCONSIN PROVIDES GRANTS THAT SUPPORT HOME HEALTH CARE, BASIC SERVICES FOR THE HOMEBOUND, AND/OR COMMUNITY HEALTH CARE.

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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 $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

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

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

$1,742,463

Total Directors

Key Employees

Highest Compensated

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

SSM HEALTH AT HOME FOUNDATION OF WISCONSIN INC