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Nonprofiteer
← CHILDRENS MEDICAL GROUP INC

Form 990 for tax year 2022

Filed by CHILDRENS MEDICAL GROUP INC.

Totals

Total revenue
$102,279,464
Total expenses
$102,279,464
Contributions and grants received
$23,860,127
Grants paid
$0
Program service revenue
$78,395,255
Investment income
-$20
Other revenue
$24,102
Total assets, end of year
$33,585,744
Total liabilities, end of year
$33,585,744
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$82,022,105
Management and general expenses
$20,257,359
Fundraising expenses
$0
Program service expenses (Part III)
$82,022,105

Program services were 80.2% 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

    $23,168,498

  • 1e · Government grants (contributions)

    $691,629

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

    total $78,184,414 · related or exempt $78,184,414

  • 2b · Program service revenue: RENTAL INCOME

    total $169,549 · related or exempt $169,549

  • 2c · Program service revenue: SALARY SUPPORT

    total $41,292 · related or exempt $41,292

  • 3 · Investment income

    total $5,495 · excluded $5,495

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

    other assets $5,515

  • 7c · Gain or loss

    other assets -$5,515

  • 7d · Net gain or loss

    total -$5,515 · excluded -$5,515

  • 11a · Other revenue: OTHER MISCELLANEOUS

    total $24,102 · related or exempt $24,102

  • 11e · Other revenue, total

    $24,102

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $4,064,549 · program services $3,281,578 · management and general $782,971

  • 7 · Other salaries and wages

    total $44,366,046 · program services $41,528,577 · management and general $2,837,469

  • 8 · Pension plan contributions

    total $1,792,545 · program services $1,699,651 · management and general $92,894

  • 9 · Other employee benefits

    total $4,779,183 · program services $4,467,357 · management and general $311,826

  • 10 · Payroll taxes

    total $2,944,444 · program services $2,719,555 · management and general $224,889

  • 11a · Fees: management

    total $15,725,694 · management and general $15,725,694

  • 11g · Fees: other

    total $4,180,328 · program services $4,131,467 · management and general $48,861

  • 12 · Advertising and promotion

    total $1,418 · program services $1,418

  • 13 · Office expenses

    total $75,589 · program services $75,406 · management and general $183

  • 14 · Information technology

    total $3,517 · program services $3,413 · management and general $104

  • 16 · Occupancy

    total $6,753,446 · program services $6,634,887 · management and general $118,559

  • 17 · Travel

    total $11,747 · program services $6,245 · management and general $5,502

  • 19 · Conferences, conventions and meetings

    total $140,113 · program services $125,455 · management and general $14,658

  • 22 · Depreciation, depletion and amortization

    total $1,771,054 · program services $1,730,566 · management and general $40,488

  • 23 · Insurance

    total $223,062 · program services $216,204 · management and general $6,858

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $14,608,998 · program services $14,608,998

  • 24b · Other expenses: OTHER EXPENSES

    total $837,731 · program services $791,328 · management and general $46,403

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $462,426 · end of year $460,549

  • 4 · Accounts receivable

    beginning of year $4,317,845 · end of year $6,027,420

  • 7 · Other notes and loans receivable

    beginning of year $48,629 · end of year $56,713

  • 8 · Inventories for sale or use

    beginning of year $1,431,736 · end of year $1,614,071

  • 9 · Prepaid expenses and deferred charges

    beginning of year $567,790 · end of year $529,689

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

    $18,775,330

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

    $11,257,994

  • 10c · Land, buildings and equipment, net

    beginning of year $8,261,921 · end of year $7,517,336

  • 15 · Other assets

    beginning of year $16,672,960 · end of year $17,379,966

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,156,009 · end of year $7,740,232

  • 19 · Deferred revenue

    beginning of year $3,334,832 · end of year $3,249,832

  • 25 · Other liabilities

    beginning of year $21,272,466 · end of year $22,595,680

Mission and programs · 2022

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 REQUIRED. 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 2022, CMG HAD 22 PHYSICIAN OFFICES WITH APPROXIMATELY 170 PROVIDERS. AS A GROUP THERE WERE 357,160 PEDIATRIC OFFICE VISITS, HEALTH CHECKS AND IMMUNIZATIONS PROVIDED IN 2022. INCLUDED IN THIS NUMBER ARE 40,909 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. THIS WHOLE-CHILD APPROACH ENSURES KIDS WILL GET THE CARE THEY NEED, WHEN THEY NEED IT AND WHERE THEY NEED IT.DURING THE COVID-19 PANDEMIC, CHILDREN'S PIVOTED TO PROVIDE THE CARE KIDS 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.

    Expenses $69,081,829 · Revenue $71,970,941

  • CMG OPERATES CLINICS IN UNDERSERVED AREAS IN THE MILWAUKEE AREA, INCLUDING A SITE LOCATED ON THE NEXT DOOR FOUNDATION CAMPUS IN MILWAUKEE'S CENTRAL CITY, IN ADDITION TO THE MIDTOWN HEALTH CENTER AND COMMUNITY 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 40,909 PEDIATRIC OFFICE VISITS, HEALTH CHECKS AND IMMUNIZATIONS PROVIDED IN 2022, AND APPROXIMATELY 83% OF THE GROSS CHARGES WERE FROM PATIENTS ENROLLED IN MEDICAID.

    Expenses $12,940,276 · Revenue $6,448,416

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Margaret Troy

    DIRECTOR/PRESIDENT & CEO CHHS

    Total calculated
    $2,032,326
    From this org
    $0
    From related orgs
    $1,973,534
    Other
    $58,792
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,134,014 related
    Bonus
    $0 + $410,825 related
    Other
    $0 + $428,695 related
    Deferred
    $0 + $22,450 related
    Nontaxable benefits
    $0 + $36,342 related
    Filer's total
    $0 + $2,032,326 related

  • Smriti Khare MD

    SVP AND CHIEF MENTAL & BHO

    Total calculated
    $890,901
    From this org
    $0
    From related orgs
    $751,881
    Other
    $139,020
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,478 related
    Bonus
    $0 + $117,964 related
    Other
    $0 + $113,439 related
    Deferred
    $0 + $105,475 related
    Nontaxable benefits
    $0 + $33,545 related
    Filer's total
    $0 + $890,901 related

  • Kathrynn Fee MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $291,286
    From this org
    $278,114
    From related orgs
    $0
    Other
    $13,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,228
    Bonus
    $12,900
    Other
    $20,986
    Deferred
    $10,250
    Nontaxable benefits
    $2,922
    Filer's total
    $291,286

  • Barbara Calkins MD

    PEDIATRIC PHYSICIAN/CHAIR

    Total calculated
    $246,264
    From this org
    $236,487
    From related orgs
    $0
    Other
    $9,777
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $224,294
    Bonus
    $11,150
    Other
    $1,043
    Deferred
    $9,418
    Nontaxable benefits
    $359
    Filer's total
    $246,264

  • Christen McAlpine-Tesfai MD

    PEDIATRIC PHYSICIAN/VICE CHAIR

    Total calculated
    $289,963
    From this org
    $279,059
    From related orgs
    $0
    Other
    $10,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,465
    Bonus
    $26,057
    Other
    $537
    Deferred
    $10,250
    Nontaxable benefits
    $654
    Filer's total
    $289,963

  • Cynthia Running MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $262,041
    From this org
    $217,838
    From related orgs
    $0
    Other
    $44,203
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $185,258
    Bonus
    $31,590
    Other
    $990
    Deferred
    $9,156
    Nontaxable benefits
    $35,047
    Filer's total
    $262,041

  • Michael Gutzeit MD

    PRESIDENT CMG & BOARD CHAIR

    Total calculated
    $791,467
    From this org
    $0
    From related orgs
    $729,623
    Other
    $61,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $497,022 related
    Bonus
    $0 + $107,937 related
    Other
    $0 + $124,664 related
    Deferred
    $0 + $25,500 related
    Nontaxable benefits
    $0 + $36,344 related
    Filer's total
    $0 + $791,467 related

  • Amy Romashko MD

    URGENT CARE MED/PROGRAM DIRECTOR

    Total calculated
    $397,561
    From this org
    $0
    From related orgs
    $338,678
    Other
    $58,883
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,913 related
    Bonus
    $0 + $19,790 related
    Other
    $0 + $16,975 related
    Deferred
    $0 + $22,450 related
    Nontaxable benefits
    $0 + $36,433 related
    Filer's total
    $0 + $397,561 related

  • Amanda Kotowski Apnp

    NURSE PRACTITIONER

    Total calculated
    $162,034
    From this org
    $79,570
    From related orgs
    $58,548
    Other
    $23,916
    Hours/week
    14 + 10 related

    Schedule J breakdown matched by us

    Base
    $77,738 + $53,948 related
    Bonus
    $1,100 + $4,600 related
    Other
    $732
    Deferred
    $11,315
    Nontaxable benefits
    $12,601
    Filer's total
    $103,486 + $58,548 related

  • Jason Jarzembowski MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Levy MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aaron Hanson MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $465,918
    From this org
    $413,951
    From related orgs
    $0
    Other
    $51,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,881
    Bonus
    $132,360
    Other
    $21,710
    Deferred
    $10,250
    Nontaxable benefits
    $41,717
    Filer's total
    $465,918

  • David Ogren MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $316,391
    From this org
    $270,901
    From related orgs
    $0
    Other
    $45,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,073
    Bonus
    $31,921
    Other
    $21,907
    Deferred
    $10,250
    Nontaxable benefits
    $35,240
    Filer's total
    $316,391

  • Brilliant Nimmer MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $219,455
    From this org
    $185,155
    From related orgs
    $0
    Other
    $34,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,673
    Bonus
    $5,110
    Other
    $372
    Deferred
    $2,923
    Nontaxable benefits
    $31,377
    Filer's total
    $219,455

  • Marc Cadieux

    TREASURER/CORP VP & CFO

    Total calculated
    $1,120,774
    From this org
    $0
    From related orgs
    $993,812
    Other
    $126,962
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $635,957 related
    Bonus
    $0 + $162,297 related
    Other
    $0 + $195,558 related
    Deferred
    $0 + $123,257 related
    Nontaxable benefits
    $0 + $3,705 related
    Filer's total
    $0 + $1,120,774 related

  • Michelle Mettner End 123122

    SECRETARY/CORP VP GOV & LEGAL AFFAIRS

    Total calculated
    $815,416
    From this org
    $0
    From related orgs
    $703,637
    Other
    $111,779
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,771 related
    Bonus
    $0 + $92,214 related
    Other
    $0 + $141,652 related
    Deferred
    $0 + $82,467 related
    Nontaxable benefits
    $0 + $29,312 related
    Filer's total
    $0 + $815,416 related

  • Christopher Schwake MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $413,519
    From this org
    $363,743
    From related orgs
    $0
    Other
    $49,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,933
    Bonus
    $11,000
    Other
    $810
    Deferred
    $14,778
    Nontaxable benefits
    $34,998
    Filer's total
    $413,519

  • Steven Jereb MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $369,943
    From this org
    $312,322
    From related orgs
    $0
    Other
    $57,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,748
    Bonus
    $16,774
    Other
    $12,800
    Deferred
    $22,450
    Nontaxable benefits
    $35,171
    Filer's total
    $369,943

  • Boyd Miller MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $387,853
    From this org
    $337,572
    From related orgs
    $0
    Other
    $50,281
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,845
    Bonus
    $17,919
    Other
    $15,808
    Deferred
    $19,400
    Nontaxable benefits
    $30,881
    Filer's total
    $387,853

  • Yolanda Wolff MD

    MEDICAL DIRECTOR/PEDIATRIC PHYSICIAN

    Total calculated
    $364,293
    From this org
    $311,985
    From related orgs
    $0
    Other
    $52,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,162
    Bonus
    $16,362
    Other
    $14,461
    Deferred
    $22,450
    Nontaxable benefits
    $29,858
    Filer's total
    $364,293

  • Mary Sisney

    VP PRIMARY CARE

    Total calculated
    $334,136
    From this org
    $273,667
    From related orgs
    $0
    Other
    $60,469
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,895
    Bonus
    $29,565
    Other
    $3,207
    Deferred
    $24,376
    Nontaxable benefits
    $36,093
    Filer's total
    $334,136

  • Sheryn Abraham MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $554,251
    From this org
    $515,058
    From related orgs
    $0
    Other
    $39,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $478,716
    Bonus
    $14,600
    Other
    $21,742
    Deferred
    $10,250
    Nontaxable benefits
    $28,943
    Filer's total
    $554,251

  • Patti-Marie Young MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $426,213
    From this org
    $415,255
    From related orgs
    $0
    Other
    $10,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $393,998
    Bonus
    $18,935
    Other
    $2,322
    Deferred
    $10,250
    Nontaxable benefits
    $708
    Filer's total
    $426,213

  • Roxanne Kane MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $382,679
    From this org
    $332,139
    From related orgs
    $2,504
    Other
    $48,036
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,580 + $616 related
    Bonus
    $20,050
    Other
    $21,509 + $1,888 related
    Deferred
    $10,375
    Nontaxable benefits
    $37,661
    Filer's total
    $380,175 + $2,504 related

  • David Meuler MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $391,791
    From this org
    $314,909
    From related orgs
    $32,623
    Other
    $44,259
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $304,799 + $32,623 related
    Bonus
    $9,300
    Other
    $810
    Deferred
    $11,229
    Nontaxable benefits
    $33,030
    Filer's total
    $359,168 + $32,623 related

  • Jaya Iyer MD

    PEDIATRIC PHYSICIAN

    Total calculated
    $385,849
    From this org
    $374,368
    From related orgs
    $0
    Other
    $11,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $340,076
    Bonus
    $12,550
    Other
    $21,742
    Deferred
    $10,250
    Nontaxable benefits
    $1,231
    Filer's total
    $385,849

  • Amy Herbst MD

    VP BEHAVIORAL & MENTAL HEALTH

    Total calculated
    $404,949
    From this org
    $0
    From related orgs
    $343,817
    Other
    $61,132
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,425 related
    Bonus
    $0 + $42,330 related
    Other
    $0 + $19,062 related
    Deferred
    $0 + $25,500 related
    Nontaxable benefits
    $0 + $35,632 related
    Filer's total
    $0 + $404,949 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 2022, 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 2022 WERE AS FOLLOWS: M. CADIEUX, $100,807, S. KHARE, M.D., $79,975, AND M. METTNER, $60,017. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2022 WERE: M. CADIEUX, $133,747; S. KHARE, M.D, $93,159; AND M. METTNER, $93,242.
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 CMG. THESE AMOUNTS WERE PAID BY CHHS. SERVICES BY DR. KHARE AS A MEMBER OF THE BOARD OF DIRECTORS WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS. 2. DRS. CALKINS, FEE, MCALPINE-TESFAI, RUNNING, HANSON, OGREN, NIMMER, ROMASHKO 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, AND MICHELLE METTNER, SECRETARY OF CMG AND CORP VP GOVT & LEGAL AFFAIRS - 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 ON A PART-TIME VOLUNTARY BASIS. 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 AND CHILDREN'S HOSPITAL OF WISCONSIN, INC. SERVICES BY DR. GUTZEIT AS A MEMBER OF THE BOARD OF DIRECTORS WERE PROVIDED ON A PART-TIME VOLUNTARY BASIS.

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
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202333039349301148

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