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Nonprofiteer
← CHILDRENS MEDICAL GROUP INC

Form 990 for tax year 2023

Filed by CHILDRENS MEDICAL GROUP INC.

Totals

Total revenue
$109,015,158
Total expenses
$109,015,158
Contributions and grants received
$26,079,028
Grants paid
$0
Program service revenue
$82,880,086
Investment income
-$37,054
Other revenue
$93,098
Total assets, end of year
$37,579,820
Total liabilities, end of year
$37,579,820
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$86,483,378
Management and general expenses
$22,531,780
Fundraising expenses
$0
Program service expenses (Part III)
$86,483,378

Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $24,454,492

  • 1e · Government grants (contributions)

    $1,624,536

  • 2a · Program service revenue: NET PATIENT SVC REV

    total $82,634,242 · related or exempt $82,634,242

  • 2b · Program service revenue: RENTAL INCOME

    total $143,595 · related or exempt $143,595

  • 2c · Program service revenue: SALARY SUPPORT

    total $102,249 · related or exempt $102,249

  • 3 · Investment income

    total $1,926 · excluded $1,926

  • 7b · Less cost or other basis and sales expenses

    other assets $38,980

  • 7c · Gain or loss

    other assets -$38,980

  • 7d · Net gain or loss

    total -$38,980 · excluded -$38,980

  • 11a · Other revenue: OTHER MISCELLANEOUS

    total $93,098 · related or exempt $93,098

  • 11e · Other revenue, total

    $93,098

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $5,866,535 · program services $5,022,596 · management and general $843,939

  • 7 · Other salaries and wages

    total $45,568,791 · program services $42,538,647 · management and general $3,030,144

  • 8 · Pension plan contributions

    total $1,829,366 · program services $1,711,894 · management and general $117,472

  • 9 · Other employee benefits

    total $5,015,250 · program services $4,635,676 · management and general $379,574

  • 10 · Payroll taxes

    total $3,134,848 · program services $2,851,715 · management and general $283,133

  • 11a · Fees: management

    total $17,623,101 · management and general $17,623,101

  • 11g · Fees: other

    total $5,451,268 · program services $5,444,057 · management and general $7,211

  • 12 · Advertising and promotion

    total $500 · program services $500

  • 13 · Office expenses

    total $79,864 · program services $79,864

  • 14 · Information technology

    total $477 · program services $477

  • 16 · Occupancy

    total $7,390,624 · program services $7,271,690 · management and general $118,934

  • 17 · Travel

    total $24,486 · program services $18,985 · management and general $5,501

  • 19 · Conferences, conventions and meetings

    total $174,344 · program services $157,584 · management and general $16,760

  • 22 · Depreciation, depletion and amortization

    total $1,892,879 · program services $1,855,503 · management and general $37,376

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $14,090,188 · program services $14,090,188

  • 24b · Other expenses: OTHER EXPENSES

    total $872,637 · program services $804,002 · management and general $68,635

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $460,549 · end of year $513,370

  • 4 · Accounts receivable

    beginning of year $6,027,420 · end of year $7,226,694

  • 7 · Other notes and loans receivable

    beginning of year $56,713 · end of year $40,207

  • 8 · Inventories for sale or use

    beginning of year $1,614,071 · end of year $1,935,544

  • 9 · Prepaid expenses and deferred charges

    beginning of year $529,689 · end of year $571,319

  • 10a · Land, buildings and equipment: cost or other basis

    $21,889,149

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,714,655

  • 10c · Land, buildings and equipment, net

    beginning of year $7,517,336 · end of year $9,174,494

  • 15 · Other assets

    beginning of year $17,379,966 · end of year $18,118,192

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,740,232 · end of year $5,909,484

  • 19 · Deferred revenue

    beginning of year $3,249,832 · end of year $2,448,000

  • 25 · Other liabilities

    beginning of year $22,595,680 · end of year $29,222,336

Mission and programs · 2023

Mission

TO PROVIDE QUALITY, ACCESSIBLE PRIMARY HEALTH CARE SERVICES TO ALL CHILDREN IN OUR COMMUNITY, ADVOCATE FOR THE WELL-BEING OF ALL CHILDREN, EDUCATE CHILDREN, FAMILIES, HEALTH CARE PROFESSIONALS AND OUR COMMUNITY REGARDING THE HEALTH OF CHILDREN.

Activities or mission (Part I)

PROVIDE QUALITY, ACCESSIBLE PRIMARY HEALTH CARE TO CHILDREN IN THE COMMUNITY.

  • CHILDREN'S MEDICAL GROUP, INC. ("CMG") IS ORGANIZED AS A NON STOCK NON PROFIT CORPORATION WITH A SOLE MEMBER, CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. ("CHHS"), A SECTION 501(C)(3) ORGANIZATION. CMG IS AFFILIATED WITH CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("CHW"), A SECTION 501(C)(3) ORGANIZATION WHICH IS THE ONLY HOSPITAL IN WISCONSIN DEVOTED SOLELY TO THE PROVISION OF MEDICAL SERVICES TO CHILDREN. THE PRIMARY PURPOSE OF CMG IS TO PROVIDE QUALITY PRIMARY CARE MEDICAL SERVICES TO CHILDREN IN THE COMMUNITY, STATE, AND REGION. THE AFFILIATED GROUP IS ONE OF ONLY A HANDFUL OF ORGANIZATIONS THROUGHOUT THE U.S. THAT FOCUSES SOLELY ON THE CRITICAL MEDICAL NEEDS OF CHILDREN AND THE SPECIAL CARE THEY REQUIRE. THE PRINCIPAL FUNCTION OF CMG IS TO PROVIDE PRIMARY MEDICAL DIAGNOSIS, TREATMENT SERVICES, AND PREVENTATIVE CARE THROUGH OUTPATIENT CLINICS AND COMMUNITY HEALTH SCREENING AND EDUCATION SERVICES. CMG ALSO PARTICIPATES IN PRIMARY CARE MEDICAL EDUCATION AND TRAINING THROUGH THE MEDICAL COLLEGE OF WISCONSIN AND GRADUATE MEDICAL EDUCATION PROGRAMS ALREADY ESTABLISHED AT CHW. CMG PROVIDES CARE TO CHILDREN WHO ARE RESIDENTS OF SOUTHEASTERN WISCONSIN AT LOCATIONS WHERE THERE IS A DEMONSTRATED COMMUNITY NEED FOR MEDICAL DIAGNOSIS AND TREATMENT. IN 2023, CMG HAD 22 PHYSICIAN OFFICES WITH APPROXIMATELY 183 PROVIDERS. AS A GROUP THERE WERE 356,908 PEDIATRIC OFFICE VISITS, HEALTH CHECKS AND IMMUNIZATIONS PROVIDED IN 2023. INCLUDED IN THIS NUMBER ARE 44,434 PEDIATRIC OFFICE VISITS, HEALTH CHECKS AND IMMUNIZATIONS DESCRIBED IN LINE 4B.IN RESPONSE TO THE CHANGING NEEDS OF THE COMMUNITY FOR MEDICAL SERVICES, ADVANCES IN PEDIATRIC MEDICINE AND THE INCREASING EMPHASIS ON PREVENTIVE MEDICAL CARE, CMG PROVIDES SERVICES IN FURTHERANCE OF THE MISSION OF CHW AND OTHER MEMBERS OF THE AFFILIATED GROUP. INCREASINGLY, PATIENTS HAVE BEEN SEEKING PRIMARY MEDICAL CARE THROUGH THE EMERGENCY ROOM FACILITIES OF HOSPITALS. THE EMERGENCY ROOM IS THE MOST COSTLY AND INEFFICIENT METHOD OF PROVIDING SUCH CARE TO PATIENTS. BY MAKING PRIMARY CARE AVAILABLE TO A GREATER PORTION OF THE GENERAL PUBLIC, CMG PROVIDES QUALITY, EFFICIENT PRIMARY PEDIATRIC CARE AT A LOWER COST. CMG IS STRUCTURED TO BETTER SERVE THE RESIDENTS OF SOUTHEASTERN WISCONSIN BY PROVIDING INCREASED ACCESS TO QUALITY MEDICAL CARE, EXPANDING COMMUNITY MEDICAL EDUCATION EFFORTS AND IMPROVING THE QUALITY OF PEDIATRIC CARE.CMG HAS MADE INTEGRATED MENTAL BEHAVIORAL HEALTH (IMBH) A STRATEGIC PART OF ITS PROVISION OF QUALITY HEALTH CARE. IMBH BRINGS BEHAVIORAL HEALTH SERVICES INTO THE PRIMARY CARE SETTING BY INCORPORATING LICENSED MENTAL HEALTH PROVIDERS, BEHAVIORAL HEALTH CONSULTANTS (BHCS), INTO THE TEAM. BHCS AND ALL MEMBERS OF THE PRIMARY CARE TEAM WORK TOGETHER TO PROVIDE COMPREHENSIVE, WHOLE-CHILD HEALTH CARE BY ADDRESSING EVERY ASPECT OF A CHILD'S PHYSICAL AND MENTAL WELLBEING. TYPICAL BHC SERVICES INCLUDE CHRONIC HEALTH CONDITION MANAGEMENT, ANTICIPATORY GUIDANCE, EARLY INTERVENTION FOR COMMON CHILDHOOD CONCERNS, AND ROUTINE BEHAVIORAL HEALTH SCREENING. BHCS PROVIDE MENTAL HEALTH ASSESSMENT AND TREATMENT, BRIEF EVIDENCE-BASED THERAPY, AND PHYSICIAN AND TEAM CONSULTATION. BHCS PROVIDE IMMEDIATE ACCESS TO MENTAL HEALTH AND PREVENTION SERVICES. IN ADDITION, CMG HAS EXPANDED ITS MENTAL BEHAVIORAL HEALTH OFFERINGS TO INCLUDE THE CRAIG YABUKI MENTAL HEALTH WALK-IN CLINIC, WHICH PROVIDES SAME-DAY CARE FOR CHILDREN AND TEENS EXPERIENCING URGENT MENTAL HEALTH ISSUES, AND A BRIDGE CLINIC TO ADDRESS THE LONG WAIT FOR OUTPATIENT THERAPY SERVICES BY OFFERING SHORT-TERM SUPPORT WHILE PATIENTS WAIT FOR APPOINTMENTS TO BECOME AVAILABLE. THIS WHOLE-CHILD APPROACH ENSURES CHILDREN WILL GET THE CARE THEY NEED, WHEN THEY NEED IT AND WHERE THEY NEED IT.DURING THE COVID-19 PANDEMIC, CMG PIVOTED TO PROVIDE THE CARE CHILDREN AND FAMILIES NEED AS SAFELY AS POSSIBLE. THIS INCLUDED A SIGNIFICANT INCREASE IN USE OF TELEHEALTH (INCLUDING FOR MENTAL AND BEHAVIORAL HEALTH NEEDS) AND SUPPORTING OUR COMMUNITY THROUGH TESTING, VACCINATION AND PEDIATRIC HEALTH AND SAFETY ADVICE AND RECOMMENDATIONS. WITH THE CONCLUSION OF THE PANDEMIC IN MAY 2023, CMG HAS CONTINUED TO INCLUDE TELEHEALTH SERVICES IN ITS EVERYDAY CARE OFFERINGS MAKING PRIMARY CARE MORE CONVENIENT AND ACCESSIBLE.

    Expenses $72,260,303 · Revenue $75,598,455

  • CMG OPERATES CLINICS IN UNDERSERVED AREAS IN THE MILWAUKEE AREA, WHICH INCLUDES A SITE LOCATED ON THE NEXT DOOR FOUNDATION CAMPUS IN MILWAUKEE'S CENTRAL CITY, THE MIDTOWN HEALTH CENTER, AND THE FOREST HOME, RIVER GLEN AND GOOD HOPE CLINICS. THESE CLINICS PROVIDE PRIMARY CARE SERVICES INCLUDING PREVENTIVE CARE, PHYSICALS, IMMUNIZATIONS AND TREATMENT FOR ILLNESSES TO AREAS THAT PREVIOUSLY DID NOT HAVE PEDIATRIC PRACTICES AVAILABLE TO ATTEND TO THE COMMUNITY'S NEEDS. ADDITIONALLY, TO MEET THE DENTAL NEEDS OF UNDERSERVED CHILDREN IN THE CITY OF MILWAUKEE, CMG HAS A PEDIATRIC DENTAL PRACTICE, DENTAL CENTER MIDTOWN. THESE CLINICS OPERATE AT A LOSS, WHICH WAS FUNDED BY CHW OR CONTRIBUTIONS RECEIVED VIA THE CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION, INC. THESE CLINICS HAD 44,434 PEDIATRIC OFFICE VISITS, HEALTH CHECKS AND IMMUNIZATIONS PROVIDED IN 2023, AND APPROXIMATELY 82% OF THE GROSS CHARGES WERE FROM PATIENTS ENROLLED IN MEDICAID.

    Expenses $14,223,075 · Revenue $7,374,729

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Barbara Calkins MD

    DIRECTOR/PEDIATRIC PHYSICIAN,CHAIR

    Total calculated
    $258,234
    From this org
    $247,143
    From related orgs
    $0
    Other
    $11,091
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $216,500
    Bonus
    $29,600
    Other
    $1,043
    Deferred
    $9,844
    Nontaxable benefits
    $1,247
    Filer's total
    $258,234

  • Kathrynn Fee MD

    DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $341,435
    From this org
    $325,807
    From related orgs
    $0
    Other
    $15,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,823
    Bonus
    $60,944
    Other
    $23,040
    Deferred
    $11,250
    Nontaxable benefits
    $4,378
    Filer's total
    $341,435

  • Aaron Hanson MD

    DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $467,525
    From this org
    $388,241
    From related orgs
    $0
    Other
    $79,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,678
    Bonus
    $95,677
    Other
    $23,886
    Deferred
    $11,250
    Nontaxable benefits
    $68,034
    Filer's total
    $467,525

  • Amanda Kotowski

    DIRECTOR/NURSE PRACTITIONER

    Total calculated
    $195,997
    From this org
    $127,223
    From related orgs
    $0
    Other
    $68,774
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $124,770
    Bonus
    $1,710
    Other
    $743
    Deferred
    $11,307
    Nontaxable benefits
    $57,467
    Filer's total
    $195,997

  • Christen McAlpine-Tesfai MD

    DIR./PEDIATRIC PHYSICIAN,VICE CHAIR

    Total calculated
    $272,402
    From this org
    $267,540
    From related orgs
    $0
    Other
    $4,862
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,000
    Bonus
    $13,000
    Other
    $540
    Deferred
    $4,022
    Nontaxable benefits
    $840
    Filer's total
    $272,402

  • Brilliant Nimmer MD

    DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $259,839
    From this org
    $202,048
    From related orgs
    $0
    Other
    $57,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,156
    Bonus
    $19,520
    Other
    $372
    Deferred
    $3,482
    Nontaxable benefits
    $54,309
    Filer's total
    $259,839

  • David Ogren MD

    DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $368,845
    From this org
    $296,310
    From related orgs
    $0
    Other
    $72,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,422
    Bonus
    $57,981
    Other
    $23,907
    Deferred
    $11,250
    Nontaxable benefits
    $61,285
    Filer's total
    $368,845

  • Cynthia Running MD

    DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $290,579
    From this org
    $220,910
    From related orgs
    $0
    Other
    $69,669
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $177,894
    Bonus
    $42,129
    Other
    $887
    Deferred
    $9,305
    Nontaxable benefits
    $60,364
    Filer's total
    $290,579

  • Margaret Troy

    DIRECTOR/PRESIDENT AND CEO CHHS

    Total calculated
    $2,267,171
    From this org
    $0
    From related orgs
    $2,192,619
    Other
    $74,552
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,284,168 related
    Bonus
    $0 + $476,756 related
    Other
    $0 + $431,695 related
    Deferred
    $0 + $24,450 related
    Nontaxable benefits
    $0 + $50,102 related
    Filer's total
    $0 + $2,267,171 related

  • Michael Gutzeit MD

    DIRECTOR/PRESIDENT CMG AND SVP

    Total calculated
    $926,081
    From this org
    $0
    From related orgs
    $841,469
    Other
    $84,612
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,408 related
    Bonus
    $0 + $129,933 related
    Other
    $0 + $151,128 related
    Deferred
    $0 + $27,750 related
    Nontaxable benefits
    $0 + $56,862 related
    Filer's total
    $0 + $926,081 related

  • Amy Romashko MD

    DIRECTOR/URGENT CARE MED/PROGRAM DIR

    Total calculated
    $460,695
    From this org
    $0
    From related orgs
    $374,131
    Other
    $86,564
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,075 related
    Bonus
    $0 + $29,644 related
    Other
    $0 + $17,412 related
    Deferred
    $0 + $24,450 related
    Nontaxable benefits
    $0 + $62,114 related
    Filer's total
    $0 + $460,695 related

  • Jason Jarzembowski MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Levy MD End 82123

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc Cadieux

    TREASURER/CORP VP & CFO

    Total calculated
    $1,168,140
    From this org
    $0
    From related orgs
    $1,036,005
    Other
    $132,135
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $677,156 related
    Bonus
    $0 + $181,050 related
    Other
    $0 + $177,799 related
    Deferred
    $0 + $130,298 related
    Nontaxable benefits
    $0 + $1,837 related
    Filer's total
    $0 + $1,168,140 related

  • Leslie Tector JD

    SECRETARY/VP GENERAL COUNSEL

    Total calculated
    $714,973
    From this org
    $0
    From related orgs
    $611,392
    Other
    $103,581
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,754 related
    Bonus
    $0 + $76,396 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $81,150 related
    Nontaxable benefits
    $0 + $22,431 related
    Filer's total
    $0 + $714,973 related

  • Jaya Iyer MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $385,932
    From this org
    $364,854
    From related orgs
    $0
    Other
    $21,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,886
    Bonus
    $17,226
    Other
    $23,742
    Deferred
    $18,865
    Nontaxable benefits
    $2,213
    Filer's total
    $385,932

  • Steven Jereb MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $375,752
    From this org
    $303,494
    From related orgs
    $0
    Other
    $72,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,723
    Bonus
    $22,251
    Other
    $30,520
    Deferred
    $11,250
    Nontaxable benefits
    $61,008
    Filer's total
    $375,752

  • Boyd Miller MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $431,614
    From this org
    $356,412
    From related orgs
    $0
    Other
    $75,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,334
    Bonus
    $23,811
    Other
    $16,267
    Deferred
    $21,150
    Nontaxable benefits
    $54,052
    Filer's total
    $431,614

  • Christopher Schwake MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $504,637
    From this org
    $418,873
    From related orgs
    $0
    Other
    $85,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,216
    Bonus
    $53,847
    Other
    $810
    Deferred
    $24,450
    Nontaxable benefits
    $61,314
    Filer's total
    $504,637

  • Mary Sisney

    VP PRIMARY CARE

    Total calculated
    $376,866
    From this org
    $285,901
    From related orgs
    $0
    Other
    $90,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,686
    Bonus
    $28,751
    Other
    $4,464
    Deferred
    $25,953
    Nontaxable benefits
    $65,012
    Filer's total
    $376,866

  • Yolanda Wolff MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $410,797
    From this org
    $330,783
    From related orgs
    $0
    Other
    $80,014
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,293
    Bonus
    $22,237
    Other
    $15,253
    Deferred
    $24,450
    Nontaxable benefits
    $55,564
    Filer's total
    $410,797

  • Sheryn Abraham MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $581,279
    From this org
    $515,635
    From related orgs
    $0
    Other
    $65,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $488,586
    Bonus
    $14,650
    Other
    $12,399
    Deferred
    $11,280
    Nontaxable benefits
    $54,364
    Filer's total
    $581,279

  • Kristin Bencik Boudreau MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $376,716
    From this org
    $351,506
    From related orgs
    $0
    Other
    $25,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,785
    Bonus
    $50,979
    Other
    $23,742
    Deferred
    $11,250
    Nontaxable benefits
    $13,960
    Filer's total
    $376,716

  • David Melbye MD

    PHYSICIAN PEDIATRICIAN

    Total calculated
    $417,701
    From this org
    $345,393
    From related orgs
    $0
    Other
    $72,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,371
    Bonus
    $51,312
    Other
    $1,710
    Deferred
    $11,250
    Nontaxable benefits
    $61,058
    Filer's total
    $417,701

  • Sadoun Omari MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $430,210
    From this org
    $359,503
    From related orgs
    $0
    Other
    $70,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,743
    Bonus
    $60,432
    Other
    $29,328
    Deferred
    $14,025
    Nontaxable benefits
    $56,682
    Filer's total
    $430,210

  • Patti-Marie Young MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $432,933
    From this org
    $419,022
    From related orgs
    $0
    Other
    $13,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,500
    Bonus
    $30,200
    Other
    $2,322
    Deferred
    $11,250
    Nontaxable benefits
    $2,661
    Filer's total
    $432,933

  • Smriti Khare MD End 41022

    FORMER OFFICER/SVP AND CHIEF MBH OFF

    Total calculated
    $621,091
    From this org
    $0
    From related orgs
    $567,769
    Other
    $53,322
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,795 related
    Bonus
    $0 + $119,643 related
    Other
    $0 + $216,331 related
    Deferred
    $0 + $27,750 related
    Nontaxable benefits
    $0 + $25,572 related
    Filer's total
    $0 + $621,091 related

  • Michelle Mettner End 123122

    FORMER SEC/CORP VP GOV & LEGAL AFF.

    Total calculated
    $419,212
    From this org
    $0
    From related orgs
    $411,893
    Other
    $7,319
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,519 related
    Bonus
    $0 + $93,526 related
    Other
    $0 + $1,848 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,319 related
    Filer's total
    $0 + $419,212 related

  • Amy Herbst

    FORMER KEY EMP/VP BEHAV.&MENTAL HEALTH

    Total calculated
    $451,958
    From this org
    $0
    From related orgs
    $362,212
    Other
    $89,746
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,844 related
    Bonus
    $0 + $42,445 related
    Other
    $0 + $19,923 related
    Deferred
    $0 + $27,750 related
    Nontaxable benefits
    $0 + $61,996 related
    Filer's total
    $0 + $451,958 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
CMG RELIED UPON CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. ("CHHS"), THE CORPORATE MEMBER OF CMG, TO ESTABLISH THE COMPENSATION OF CMG'S PRESIDENT. CHHS USED ITS INDEPENDENT COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION.
PART I, LINE 4B
IN 2023, THERE WAS A CHHS EXECUTIVE FLEXIBLE BENEFIT PLAN IN PLACE WHICH WAS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457(F) PLAN). THE CORPORATION CONTRIBUTES 10% OF EACH PARTICIPATING EXECUTIVE'S SALARY. THE AMOUNTS OF EMPLOYER CONTRIBUTIONS TO THIS PLAN FOR PARTICIPATING EXECUTIVES IN 2023 WERE AS FOLLOWS: M. CADIEUX, $105,848, AND L. TECTOR, $60,000. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2023 WERE: M. CADIEUX, $126,916; AND S. KHARE, M.D, $127,542.
PART I, LINE 7
CERTAIN EXECUTIVES PARTICIPATE IN AN ANNUAL BONUS PLAN THAT PROVIDES COMPENSATION BASED ON ACHIEVING SPECIFIC PRE-DEFINED GOALS. BONUS CRITERIA ARE COMPRISED OF BOTH SYSTEM LEVEL AND EXECUTIVE SPECIFIC COMPONENTS. SUCH CRITERIA PERTAIN TO MATTERS WITHIN THE EXECUTIVE'S AREA OF RESPONSIBILITY, AS WELL AS ACHIEVEMENT OF OVERALL STRATEGIC OBJECTIVES OF THE ORGANIZATION AND ITS AFFILIATES IN ALIGNMENT WITH SYSTEM-WIDE BALANCED MEASURES.
FORM 990, PART VII, COLUMN E & SCHEDULE J, PART II:
SALARIES PAID BY RELATED ORGANIZATIONS: 1. SMRITI KHARE, M.D., SVP AND CHIEF MENTAL & BEHAVIORAL HEALTH OFFICER AND FORMER PRESIDENT OF CMG AND BOARD CHAIR REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHHS AND AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. 2. DRS. CALKINS, FEE, MCALPINE-TESFAI, RUNNING, HANSON, OGREN, NIMMER, AND NURSE PRACTITIONER KOTOWSKI- COMPENSATION AND BENEFITS LISTED WERE FOR SERVICES PROVIDED AS FULL-TIME EMPLOYEES OF CMG. SERVICES AS MEMBERS OF THE BOARD OF DIRECTORS WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS. 3. MARGARET TROY, PRESIDENT & CEO OF CHHS, MARC CADIEUX, TREASURER OF CMG AND TREASURER & CFO OF CHHS, MICHELLE METTNER, FORMER SECRETARY/VP GENERAL COUNSEL, AMY HERBST, FORMER KEY EMPLOYEE/VP BEHAVIORAL & MENTAL HEALTH, AMY ROMASHKO, MD, URGENT CARE MEDICAL/PROGRAM DIRECTOR, AND LESLIE TECTOR, SECRETARY OF CMG AND VP GENERAL COUNSEL - REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHHS AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. SERVICES BY MS. TROY AS A MEMBER OF THE BOARD OF DIRECTORS OF CMG WERE PROVIDED AS PART OF HER POSITION OF CHHS. 4. MICHAEL GUTZEIT, M.D., PRESIDENT OF CMG AND BOARD CHAIR REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CMG. THESE AMOUNTS WERE PAID BY CHHS. SERVICES BY DR. GUTZEIT AS A MEMBER OF THE BOARD OF DIRECTORS WERE PROVIDED AS PART OF HIS POSITION OF CHHS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WEST ALLIS PRESCRIPTION CENTER INC

    C · PHARMACY · WI

  • WAUWATOSA PRESCRIPTION CENTER INC SKYWALK PHARMACY

    C · PHARMACY · WI

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423199349315167

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