MOSAIC FAMILY HEALTH INC

EIN: 473298660 501(c)(3) Health Care

APPLETON, WI

Total Revenue
$8,594,576
Total Expenses
$8,279,495
Total Assets
$2,840,466
Net Assets
$2,439,405
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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
2015
Legal Domicile
WI
Principal Officer
LEE VOGEL MD
Phone
9208322783
Tax Period
2022-07-01 to 2023-06-30

MOSAIC FAMILY HEALTH INC, founded in 2015, is a community nonprofit in the Health Care sector that reported $8.6M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $8.3M left a modest 4% surplus.

Mission

OPERATE A MEDICAL CLINIC AND FAMILY MEDICINE RESIDENCY PROGRAM.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,961,023
Program Service Revenue $2,440,441
Investment Income $13,112
Other Revenue $180,000
TOTAL REVENUE $8,594,576

Expense Breakdown

Grants Paid $10,310
Salaries & Benefits $6,505,576
Fundraising Expenses $1,550
Program Expenses $7,635,103
Other Expenses $1,763,609
TOTAL EXPENSES $8,279,495

Year-over-Year Comparison

2022 2021 Change
Revenue $8,594,576 $7,957,118 +0.1%
Expenses $8,279,495 $7,707,479 +0.1%
Net Income $315,081 $249,639 +0.3%
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

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Governance

Voting Members
6
Independent Members
6
Employees
51
Volunteers
6

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
3
$621,877
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTINA SMITH DIRECTOR, TREASURER 2.00
Officer Director
$0 $0 $0
KATIE BALL DIRECTOR 1.00
Director
$0 $0 $0
SARA MARQUARDT DIRECTOR 2.00
Director
$0 $0 $0
PETER ROLOFF MD DIRECTOR 1.00
Director
$0 $0 $0
MIKE BERGMANN DIRECTOR 1.00
Director
$0 $0 $0
MBONU IKEZUAGU DIRECTOR 1.00
Director
$0 $0 $0
LEE VOGEL MD CEO 65.00
Officer
$254,244 $57,968 $312,212
ELIZABETH MENZEL MD SECRETARY/PROGRAM DIRECTOR 55.00
Officer
$252,170 $57,495 $309,665
KATHRYN JACOBE MD ASSISTANT PROFESSOR 55.00
Highest
$225,433 $51,399 $276,832
ALLEN R LAST MD ASSISTANT PROFESSOR 55.00
Highest
$225,097 $51,322 $276,419
MEGAN EVERSON MD ASSISTANT PROFESSOR 55.00
Highest
$217,421 $49,572 $266,993
LAURA VERHAGEN DO ASSISTANT PROFESSOR 55.00
Highest
$228,893 $52,188 $281,081
DEBORAH SCHULTZ MD ASSOCIATE PROFESSOR 55.00
Highest
$220,402 $50,252 $270,654
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 No data No data No data No data
2024 No data No data No data No data
2023 $8,594,576 $8,279,495 $2,840,466 $315,081
2022 $7,957,118 $7,707,479 $2,443,578 $249,639
2021 $8,416,729 $7,793,775 $2,181,775 $622,954
2020 $7,827,471 $7,637,327 $2,450,594 $190,144
2019 $7,863,326 $7,569,276 $1,608,822 $294,050
2018 $7,460,510 $7,499,560 $912,059 $-39,050
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