MOSAIC FAMILY HEALTH INC

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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

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

TO PROVIDE FULL-SCOPE FAMILY MEDICINE SERVICES WHILE TRAINING FUTURE PHYSICIANS AND IMPROVING THE OVERALL HEALTH OF THE FOX CITIES.

Program Service Accomplishments

Program 1

Expenses: $7,635,103 Revenue: $2,620,441

WE CONTINUE TO HOUSE AND TRAIN 21 FAMILY MEDICINE RESIDENTS. WE GRADUATED 7 RESIDENTS IN JUNE OF 2023 AND ADDED 7 NEW ONES. OUR CLINIC CONTINUES TO BE AN ORGANIZATION WHERE WE FOCUS ON COMMUNITY...

WE CONTINUE TO HOUSE AND TRAIN 21 FAMILY MEDICINE RESIDENTS. WE GRADUATED 7 RESIDENTS IN JUNE OF 2023 AND ADDED 7 NEW ONES. OUR CLINIC CONTINUES TO BE AN ORGANIZATION WHERE WE FOCUS ON COMMUNITY HEALTH AND SUPPORT AND EMPLOY THE REACH PROGRAM COORDINATORS AND ADVANCED CARE PLANNING PARTNERSHIP DIRECTOR. OUR FACULTY PHYSICIANS REMAIN ACTIVE IN TEACHING AND 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 (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

Governance

Voting Members

Independent Members

Employees

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

$621,877

Total Directors

Key Employees

Highest Compensated

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