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MOSAIC FAMILY HEALTH INC

EIN 47-3298660 APPLETON, WI

Browse the largest nonprofits in Wisconsin

Revenue 2023
$15,975,631
Expenses 2023
$8,070,149

Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E32
Classification
1000
Street
100 N ONEIDA ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

OPERATE A MEDICAL CLINIC AND FAMILY MEDICINE RESIDENCY PROGRAM.

  • MOSAIC FAMILY HEALTH IS THE MEDICAL HOME OF THE FOX VALLEY FAMILY MEDICINE RESIDENCY PROGRAM - A 21 RESIDENT TRAINING PROGRAM AFFILIATED WITH THE MEDICAL COLLEGE OF WISCONSIN. WE TRAIN FAMILY PHYSICIANS FOR THE FOX VALLEY COMMUNITY AND NORTH EAST WISCONSIN, SPECIALIZING IN PROVIDING PHYSICIANS WITH FULL SCOPE OF PRACTICE SKILLS TO SERVE IN CRITICAL ACCESS HOSPITALS. OUR CARE SERVICES CONTINUE TO EXPAND AND INCLUDE AMBULATORY PRIMARY CARE FOR ALL AGES, INCLUDING MATERNAL AND INFANT CARE, INTEGRATED BEHAVIORAL HEALTH, MEDICATION ASSISTED ADDICTION TREATMENT, CARE IN SKILLED NURSING FACILITIES. A SPECIAL FOCUS IS CARE FOR THE VULNERABLE AND MARGINALIZED COMMUNITIES. WE SEEK FOR ALL PATIENTS, TO FLOURISH AND ARE INTENTIONALLY BUILDING A "HEALTH EQUITY HUB."

    Expenses $7,358,852 · Revenue $2,583,278

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Kristina Smith

    DIRECTOR, TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Katie Ball

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sara Marquardt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Peter Roloff MD

    DIRECTOR (LEFT DEC 2023)

    Total calculated
    $0
    Hours/week
    1
  • Mike Bergmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mbonu Ikezuagu MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sonal Chandratre

    DIRECTOR (AS OF FEB 2024)

    Total calculated
    $0
    Hours/week
    1
  • Lee Vogel MD

    PRESIDENT/EXECUTIVE DIRECTOR

    Total calculated
    $312,212
    From this org
    $254,244
    From related orgs
    $0
    Other
    $57,968
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $254,244
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $57,968
    Filer's total
    $312,212
  • Elizabeth Menzel MD

    SECRETARY/PROGRAM DIRECTOR

    Total calculated
    $319,669
    From this org
    $260,317
    From related orgs
    $0
    Other
    $59,352
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $260,317
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $59,352
    Filer's total
    $319,669
  • Megan Everson MD

    ASSISTANT PROFESSOR

    Total calculated
    $287,098
    From this org
    $233,793
    From related orgs
    $0
    Other
    $53,305
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $233,793
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $53,305
    Filer's total
    $287,098
  • Allen R Last MD

    ASSISTANT PROFESSOR

    Total calculated
    $287,098
    From this org
    $233,793
    From related orgs
    $0
    Other
    $53,305
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $233,793
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $53,305
    Filer's total
    $287,098
  • Kathryn Jacobe MD

    ASSISTANT PROFESSOR

    Total calculated
    $284,669
    From this org
    $231,815
    From related orgs
    $0
    Other
    $52,854
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $231,815
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $52,854
    Filer's total
    $284,669
  • Deborah Schultz MD

    ASSOCIATE PROFESSOR

    Total calculated
    $286,896
    From this org
    $233,629
    From related orgs
    $0
    Other
    $53,267
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $233,629
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $53,267
    Filer's total
    $286,896
  • Laura Verhagen Do

    ASSISTANT PROFESSOR

    Total calculated
    $263,421
    From this org
    $214,512
    From related orgs
    $0
    Other
    $48,909
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $214,512
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $48,909
    Filer's total
    $263,421

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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $15,975,631
    Expenses
    $8,070,149
    Contributions
    $13,305,277
    Grants paid
    $0
  • 2022
    Revenue
    $8,594,576
    Expenses
    $8,279,495
    Contributions
    $5,961,023
    Grants paid
    $10,310

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $7,957,118
    Expenses
    $7,707,479
    Assets (EOY)
    $2,443,578
  • 2020 · 990

    Revenue
    $8,416,729
    Expenses
    $7,793,775
    Assets (EOY)
    $2,181,775
  • 2019 · 990

    Revenue
    $7,827,471
    Expenses
    $7,637,327
    Assets (EOY)
    $2,450,594
  • 2018 · 990

    Revenue
    $7,863,326
    Expenses
    $7,569,276
    Assets (EOY)
    $1,608,822
  • 2017 · 990

    Revenue
    $7,460,510
    Expenses
    $7,499,560
    Assets (EOY)
    $912,059
  • 2016 · 990

    Revenue
    $7,508,417
    Expenses
    $7,359,630
    Assets (EOY)
    $966,888
  • 2015 · 990

    Revenue
    $7,274,800
    Expenses
    $6,684,000
    Assets (EOY)
    $916,381

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2014

Tax period
1 July 2014 to 30 June 2015
Principal officer
Lee Vogel
Mailing address
229 S Morrison StAppleton WI 54911
Website
www.mosaicfamilyhealth.org

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.