Nonprofit · EIN 47-3298660
MOSAIC FAMILY HEALTH INC
Tax-exempt · APPLETON, WI 54911
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,370,639 | $8,816,226 | $7,554,413 | $19,368,289 | $1,468,989 | $17,899,300 |
| June 30, 2024 | 990 | $15,975,631 | $8,070,149 | $7,905,482 | $13,756,449 | $3,411,562 | $10,344,887 |
| June 30, 2023 | 990 | $8,594,576 | $8,279,495 | $315,081 | $2,840,466 | $401,061 | $2,439,405 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,693,137
- of which government grants
- $6,094,059
- Membership dues
- $5,458,399
- Program service revenue
- $2,618,123
- Investment income
- $38,092
- Net gain from sales of assets
- -$13,663
- Other revenue
- $21,287
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $326,136
- Other salaries and wages
- $4,649,913
- Salaries, compensation and benefits (total)
- $6,231,334
- Professional fundraising fees
- $0
- Legal fees
- $32,408
- Accounting fees
- $339,644
- Occupancy
- $176,014
- Travel
- $22,984
- Depreciation
- $342,302
- Program services (functional)
- $8,018,065
- Management and general (functional)
- $790,409
- Fundraising (functional)
- $7,752
Balance sheet and other
- Total assets, start of year
- $13,756,449
- Total assets, end of year
- $19,368,289
- Total liabilities, end of year
- $1,468,989
- Net assets, end of year
- $17,899,300
- Land, buildings and equipment
- $14,324,078
- Net assets without donor restrictions
- $16,222,902
- Net assets with donor restrictions
- $1,676,398
- Gross receipts
- $16,384,302
- Employees
- 87
- Volunteers
- 8
- Year formed
- 2015
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH MENZEL MD | SECRETARY/PROGRAM DIRECTOR Officer | 55 | $268,223 | $61,155 |
| LEE VOGEL MD | PRESIDENT/EXECUTIVE DIRECTOR Officer | 65 | $254,244 | $57,968 |
| KATHRYN JACOBE MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $240,573 | $54,851 |
| ALLEN R LAST MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $234,857 | $53,547 |
| MEGAN EVERSON MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $234,386 | $53,440 |
| DEBORAH SCHULTZ MD | ASSOCIATE PROFESSOR Highest-paid employee | 55 | $233,630 | $53,268 |
| ALICE BOSHOVEN MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $230,142 | $52,472 |
| KRISTINA SMITH | DIRECTOR, TREASURER (LEFT JAN 2025) Trustee or director, Officer | 2 | $0 | $0 |
| KATIE BALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA MARQUARDT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE BERGMANN | DIRECTOR (LEFT NOV 2024) Trustee or director | 1 | $0 | $0 |
| MBONU IKEZUAGU MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONAL CHANDRATRE | DIRECTOR (LEFT NOV 2024) Trustee or director | 1 | $0 | $0 |
| GRETCHEN WAGNER MD | DIRECTOR (AS OF JUNE 2025) Trustee or director | 1 | $0 | $0 |
| SRIRAM DARISETTY MD | DIRECTOR (AS OF NOV 2024) Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE FOWLER | DIRECTOR (AS OF FEB 2025) Trustee or director | 1 | $0 |
| KELSEY KIERNERT | DIRECTOR (FEB-JUNE 2025) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH MENZEL MD | SECRETARY/PROGRAM DIRECTOR Officer | 55 | $260,317 | $59,352 |
| LEE VOGEL MD | PRESIDENT/EXECUTIVE DIRECTOR Officer | 65 | $254,244 | $57,968 |
| MEGAN EVERSON MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $233,793 | $53,305 |
| ALLEN R LAST MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $233,793 | $53,305 |
| DEBORAH SCHULTZ MD | ASSOCIATE PROFESSOR Highest-paid employee | 55 | $233,629 | $53,267 |
| KATHRYN JACOBE MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $231,815 | $52,854 |
| LAURA VERHAGEN DO | ASSISTANT PROFESSOR Highest-paid employee | 55 | $214,512 | $48,909 |
| KRISTINA SMITH | DIRECTOR, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE BALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA MARQUARDT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER ROLOFF MD | DIRECTOR (LEFT DEC 2023) Trustee or director | 1 | $0 | $0 |
| MIKE BERGMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MBONU IKEZUAGU MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONAL CHANDRATRE | DIRECTOR (AS OF FEB 2024) Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEE VOGEL MD | CEO Officer | 65 | $254,244 | $57,968 |
| ELIZABETH MENZEL MD | SECRETARY/PROGRAM DIRECTOR Officer | 55 | $252,170 | $57,495 |
| LAURA VERHAGEN DO | ASSISTANT PROFESSOR Highest-paid employee | 55 | $228,893 | $52,188 |
| KATHRYN JACOBE MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $225,433 | $51,399 |
| ALLEN R LAST MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $225,097 | $51,322 |
| DEBORAH SCHULTZ MD | ASSOCIATE PROFESSOR Highest-paid employee | 55 | $220,402 | $50,252 |
| MEGAN EVERSON MD | ASSISTANT PROFESSOR Highest-paid employee | 55 | $217,421 | $49,572 |
| KRISTINA SMITH | DIRECTOR, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE BALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA MARQUARDT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER ROLOFF MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE BERGMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MBONU IKEZUAGU | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 N ONEIDA ST, APPLETON, WI 54911-4733
- Mailing address (990-N for 2014)
- 229 S Morrison St, Appleton WI 54911
- Principal officer (990 for 2024)
- LEIF ELSMO, 100 N ONEIDA STREET, APPLETON, WI 54911
- Principal officer (990-N for 2014)
- Lee Vogel, 229 S Morrison St, Appleton WI 54911
- Signed the 990
- MIKE BERGMANN, BOARD CHAIR
- Phone
- (920) 832-2783
- Website
- www.mosaicfamilyhealth.org
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE FULL-SCOPE FAMILY MEDICINE SERVICES WHILE TRAINING FUTURE PHYSICIANS AND IMPROVING THE OVERALL HEALTH OF THE FOX CITIES.
Program accomplishments
- 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 A FULL SCOPE OF PRACTICE SKILLS TO SERVE IN CRITICAL ACCESS HOSPITALS. WE HAVE GRADUATED 261 RESIDENTS, AND WITH APPROXIMATELY 70% PRACTICING IN WISCONSIN, WE HAVE CREATED PHYSICIANS WHO HAVE CARED FOR APPROXIMATELY 325,000 WISCONSIN CITIZENS OVER THE YEARS IN A MULTITUDE OF VISITS AND SETTINGS, INCLUDING CLINICS, HOSPITALS, NURSING HOMES AND HOMES. 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." MOSAIC HAS BECOME A CRITICAL COMPONENT OF THE HEALTHCARE FABRIC OF THE FOX VALLEY COMMUNITY. WITH 30% MEDICAID AND 30% MEDICARE PATIENT POPULATION (OF APPROXIMATELY 6,000 PATIENTS) WE ARE AN ESSENTIAL SAFETY NET CLINIC, AND CONTINUOUSLY IN NEED OF DONOR AND COMMUNITY SUPPORT TO MEET OUR MISSIONS.Expenses $8,018,065 · revenue $2,639,410
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3298660
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E32)
- Assets (IRS master file)
- $19,368,289
- Income (IRS master file)
- $16,384,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,370,639 | $8,816,226 | $19,368,289 | IRS |
| 990 | June 2024 | $15,975,631 | $8,070,149 | $13,756,449 | IRS |
| 990 | June 2023 | $8,594,576 | $8,279,495 | $2,840,466 | XML |
| 990 | June 2022 | $7,957,118 | $7,707,479 | $2,443,578 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Lee Vogel | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-3298660).
Questions about MOSAIC FAMILY HEALTH INC
- What is the EIN of MOSAIC FAMILY HEALTH INC?
- The employer identification number (EIN) of MOSAIC FAMILY HEALTH INC is 47-3298660.
- Is MOSAIC FAMILY HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to MOSAIC FAMILY HEALTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOSAIC FAMILY HEALTH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOSAIC FAMILY HEALTH INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOSAIC FAMILY HEALTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOSAIC FAMILY HEALTH INC?
- The 990 for the year ended June 30, 2025 names LEIF ELSMO.
- Who are the officers and directors of MOSAIC FAMILY HEALTH INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 7 received compensation from the organization, the highest $268,223 (ELIZABETH MENZEL MD, SECRETARY/PROGRAM DIRECTOR).
- How much revenue does MOSAIC FAMILY HEALTH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,370,639, expenses of $8,816,226 and total assets of $19,368,289 at year end.
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