Hospital Sisters Healthcare-West I… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Phone

9204330111

Tax Period

2024-07-01 to 2025-06-30

Hospital Sisters Healthcare-West Inc, founded in 1975, is a community nonprofit in the Health Care sector that reported $5.9M in total revenue in fiscal year 2024. Revenue surged 352% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 96% operating margin.

Mission

HOSPITAL SISTERS HEALTHCARE-WEST, INC. (THE "CORPORATION") IS A WISCONSIN NON-STOCK CORPORATION, WHICH SHALL BE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE TO PROMOTE AND SUPPORT, DIRECTLY OR INDIRECTLY, BY DONATION, LOAN OR OTHERWISE, THE INTERESTS AND PURPOSES OF THE CONGREGATION OF THE HOSPITAL SISTERS OF THE THIRD ORDER REGULAR OF ST. FRANCIS, A RELIGIOUS INSTITUTE WITHIN THE ROMAN CATHOLIC CHURCH (THE "CONGREGATION"), AND, IN FURTHERANCE OF THESE PURPOSES, THE CORPORATION MAY: (A) PROVIDE AND OPERATE A CHARITABLE FACILITY FOR THE TREATMENT OF CHEMICALLY DEPENDENT PERSONS AND OTHERS NEEDING HEALTH CARE; (B) OWN AND OPERATE DIRECTLY OR THROUGH AFFILIATED CORPORATIONS, FACILITIES INCLUDING LAND, BUILDINGS, EQUIPMENT AND OTHER PROPERTY USED OR USEFUL IN CARRYING OUT THE HEALTH AND WELFARE ACTIVITIES OF HOSPITALS, RETIREMENT AND NURSING HOMES, CLINICS, DAY CARE SERVICES, HOME CARE SERVICES, SCHOOLS, COLLEGES AND THE LIKE; AND ASSIST IN THE FINANCING OF SUCH FACILITIES THROUGH LOANS, GRANTS, MORTGAGES, PLEDGES OR OTHER SECURITY ARRANGEMENTS.

Program Service Accomplishments

Program 1

Expenses: $102,721 Revenue: $0

LEASING OF L.E. PHILLIPS TREATMENT CENTER TO ST.JOSEPH'S HOSPITAL FOR IT TO PROVIDE ALCOHOL AND OTHER DRUG ABUSE TREATMENT AND MEDICAL OFFICE BUILDINGS TO INDEPENDENT CLINICS TO PROVIDE PRIMARY CARE...

Program 2

Expenses: $72,632 Revenue: $143,505

ST. FRANCIS APARTMENT BUILDING WAS SOLD ON SEPTEMBER 23, 2024. RENTAL INCOME WAS RECEIVED FOR THE FIRST THREE MONTHS OF FY25.

Program 3

Expenses: $11,975 Revenue: $0

LEASING OF HEALTH CARE WEST MEDICAL OFFICE BUILDING TO PREVEA HEALTH TO PROVIDE MEDICAL OFFICE SPACE TO PROVIDE PATIENT HEALTHCARE SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $143,505

Investment Income $5,771,364

Other Revenue $0

TOTAL REVENUE $5,914,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $187,328

Other Expenses $231,424

TOTAL EXPENSES $231,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,914,869	$1,308,514	+3.5%
Expenses	$231,424	$669,203	-0.7%
Net Income	$5,683,445	$639,311	+7.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

$2,737,222

Total Directors

$1,824,275

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John L Wagner	Chair	2.5	Officer Director	$0	$90,824	$607,307
PATRICIA ALLEN	CFO - CARE DELIVERY (until 4/30/25), Board Member (until 4/1/25)	3.0	Officer Director	$0	$89,922	$649,158
Robert Erickson	President	0.3	Officer Director	$0	$81,102	$567,810
Larry Gille	Secretary	0.3	Officer	$0	$0	$0
Michael Scialdone	Treasurer / HSHS SVP & CFO	0.3	Officer	$0	$132,635	$912,947
TODD Smart	Former Treasurer	0.0		$0	$15,590	$132,566

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	$5,914,869	$231,424	$22,361,785	$5,683,445
2024	$1,308,514	$669,203	$16,549,027	$639,311
2023	$1,072,248	$863,075	$15,758,173	$209,173
2022	$1,466,560	$858,595	$15,224,913	$607,965
2021	$1,328,735	$820,321	$15,994,886	$508,414
2020	$1,322,542	$817,945	$14,257,278	$504,597
2019	$1,084,566	$622,704	$13,911,879	$461,862
2018	$981,093	$645,633	$13,555,364	$335,460

Hospital Sisters Healthcare-West Inc