Civic Intelligence

Wisconsin Statewide Health Information

EIN 27-4344294 • 501(c)3 • Fitchburg, WI

Profile

The mission of wisconsin statewide health information network, inc. Is to develop and sustain a trusted, secure statewide health information network and information-sharing services that provide value to participants and patients.

5510 Research Park DriveFitchburg, WI 53711

www.wishin.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.37x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.23x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$298,576

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

5th percentile

-28%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

1.1%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,001,831

Down $1,156,820 (-28%) from 2023

Liabilities

Down

$1,123,231

Down $67,473 (-5.7%) from 2023

Net Assets

Down

$1,878,600

Down $1,089,347 (-37%) from 2023

Revenue

Up

$4,903,407

Up $52,255 (+1.1%) from 2023

Expenses

Up

$6,070,164

Up $1,605,154 (+36%) from 2023

Net Income

Down

-$1,166,757

Down $1,552,899 (-402%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2013: $4,279,785Liabilities 2013: $1,697,785Net Assets 2013: $2,582,0002013Assets 2014: $3,231,478Liabilities 2014: $946,061Net Assets 2014: $2,285,4172014Assets 2015: $2,699,129Liabilities 2015: $922,461Net Assets 2015: $1,776,6682015Assets 2016: $2,301,476Liabilities 2016: $1,439,018Net Assets 2016: $862,4582016Assets 2017: $2,212,862Liabilities 2017: $1,928,471Net Assets 2017: $284,3912017Assets 2018: $1,726,792Liabilities 2018: $567,417Net Assets 2018: $1,159,3752018Assets 2019: $1,506,665Liabilities 2019: $645,466Net Assets 2019: $861,1992019Assets 2020: $2,002,389Liabilities 2020: $933,131Net Assets 2020: $1,069,2582020Assets 2021: $3,172,138Liabilities 2021: $1,057,295Net Assets 2021: $2,114,8432021Assets 2022: $3,643,860Liabilities 2022: $1,197,837Net Assets 2022: $2,446,0232022Assets 2023: $4,158,651Liabilities 2023: $1,190,704Net Assets 2023: $2,967,9472023Assets 2024: $3,001,831Liabilities 2024: $1,123,231Net Assets 2024: $1,878,6002024

Highlighted filing

2024

Assets$3,001,831
Liabilities$1,123,231
Net Assets$1,878,600

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $3,979,945Expenses 2013: $2,958,945Net Income 2013: $1,021,0002013Revenue 2014: $2,225,357Expenses 2014: $2,521,940Net Income 2014: -$296,5832014Revenue 2015: $1,858,767Expenses 2015: $2,367,516Net Income 2015: -$508,7492015Revenue 2016: $1,923,271Expenses 2016: $2,837,481Net Income 2016: -$914,2102016Revenue 2017: $2,039,782Expenses 2017: $2,617,849Net Income 2017: -$578,0672017Revenue 2018: $3,158,842Expenses 2018: $2,283,858Net Income 2018: $874,9842018Revenue 2019: $2,519,954Expenses 2019: $2,818,130Net Income 2019: -$298,1762019Revenue 2020: $3,406,965Expenses 2020: $3,198,906Net Income 2020: $208,0592020Revenue 2021: $5,065,926Expenses 2021: $4,020,341Net Income 2021: $1,045,5852021Revenue 2022: $4,339,670Expenses 2022: $3,977,825Net Income 2022: $361,8452022Revenue 2023: $4,851,152Expenses 2023: $4,465,010Net Income 2023: $386,1422023Revenue 2024: $4,903,407Expenses 2024: $6,070,164Net Income 2024: -$1,166,7572024

Highlighted filing

2024

Revenue$4,903,407
Expenses$6,070,164
Net Income-$1,166,757

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.1
Gross Receipts
$5,356,506
Mission and Program Overview

Mission

The mission of Wisconsin Statewide Health Information Network, Inc. is to develop and sustain a trusted, secure statewide health information network and information-sharing services that provide value to participants and patients.

To build substantial health information exchange capacity statewide to support health care providers' meaningful use of electronic health records, population health improvement & reporting of health care performance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,747,675$1,460,316▼ $287,359
Savings and Temporary Cash Investments$1,411,362$653,780▼ $757,582
Land, Buildings, and Equipment, Net$433,893$389,698▼ $44,195
Accounts Receivable$330,387$334,019▲ $3,632
Prepaid Expenses and Deferred Charges$106,298$120,866▲ $14,568
Cash and Non-Interest-Bearing Accounts$129,036$43,152▼ $85,884
Total Assets$4,158,651$3,001,831▼ $1,156,820
Liabilities
Deferred Revenue$1,053,671$982,799▼ $70,872
Accounts Payable and Accrued Expenses$137,033$140,432▲ $3,399
Total Liabilities$1,190,704$1,123,231▼ $67,473
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,967,947$1,878,600▼ $1,089,347
Total Net Assets Fund Balance$2,967,947$1,878,600▼ $1,089,347
Total Liabilities and Net Assets / Fund Balance$4,158,651$3,001,831▼ $1,156,820

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$389,698$2,969,780$3,359,478
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven Rottmann JrChief Executive OfficerFT$222,023$76,553$298,576
Laura WidderProject DirectorFT$154,943$30,238$185,181
Matt GigotDirector of Pop. Health & AnalyticsFT$141,567$15,684$157,251
Gregory StadterDirector of OperationsFT$119,486$24,089$143,575
Joe KachelskiWishin AdvisorFT$111,939$30,838$142,777
Keith HoganImplementation SpecialistFT$113,541$12,394$125,935

Board Members and Trustees

NameTitle
Chris ElfnerChair
Mark Lodes MdVice Chair
Dana RichardsonDirector
Doug ShewDirector
Huong Nguyen-hilfigerDirector
Jim LorenceDirector
Krista WillingDirector
Leon LippDirector
Matthew StanfordDirector
Melissa HendersonDirector
Ted OsthelderDirector
Tim BartholowDirector
Tommy FarrellDirector
Gabrielle RudeSecretary
Jesi WangTreasurer
Jennifer MuellerTreasurer (thru 9/30/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Health CatalystData Operating Platform And Analytic Ser3165 MILLROCK DRIVE, Salt Lake City, UT 84121$2,531,562
CloudticityManaged Cloud, Security, And Compliance300 LENORA ST PMB 6050, Seattle, WA 98121$420,606
Velatura Services LLCHealth Information Exchange Solutions120 W SAGINAW ST, East Lansing, MI 48823$399,203
Backflip Film Productions LLCFilm Production & Creative Marketing4001 FELLAND ROAD STE 101, Madison, WI 53718$168,500
Secure Exchange Solutions INCCloud-based Clinical Data Exchange & Mes9600 BLACKWELL RD STE 250, Rockville, MD 20850$129,696
Revenue and Support

Revenue Composition

Contributions and Grants
$31,750
Program Service Revenue
$4,412,824
Investment Income
$130,789
Other Revenue
$328,044
All Other Contributions
$31,750
Change in Net Assets
$-1,166,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,888,441
Revenue Not Reported on Financial Statements
$14,966
Revenue Not Reported on Form 990
$77,410
Total Revenue per Audited Statements
$4,965,851
Total Revenue per Form 990
$4,903,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,275,368
Salaries, Compensation, and Employee Benefits$1,794,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,294,981$211,653-$3,506,634
Other Salaries and Wages$1,098,885--$1,098,885
Current Officers, Directors, Trustees, and Key Employees$441,353--$441,353
Advertising$216,355--$216,355
Insurance-$144,925-$144,925
Payroll Taxes$103,838--$103,838
Office Expenses$1,493$91,889-$93,382
Fees for Services Legal-$90,955-$90,955
Pension Plan Contributions$76,535--$76,535
Other Employee Benefits$74,185--$74,185
Travel$53,446--$53,446
Depreciation Depletion$44,195--$44,195
Occupancy-$35,496-$35,496
Fees for Service Investment Mgmnt Fees-$14,966-$14,966
Fees for Services Accounting-$13,300-$13,300
Conferences and Meetings-$2,113-$2,113
Other Expenses$68--$68
Total Functional Expenses$5,464,867$605,297$0$6,070,164

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,070,164
Expenses per Audited Statements$6,055,198
Total Expenses per Audited Statements$6,055,198
Expenses Not Reported on Financial Statements$14,966
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Wisconsin statewide health information network, inc. Has one class of members, the founding members of the corporation. Founding members of the corporation include wisconsin medical society, inc., wisconsin hospital association, inc., wisconsin health information organization, inc., and wisconsin collaborative for healthcare quality, inc.

Form 990, Part VI, Section A, Line 7A

Members shall exercise their right to vote through a designated representative. Each member shall designate its representative in writing executed by the member's chief executive officer and deliver to the chief executive officer or secretary of wisconsin statewide health information network, inc. (wishin), which shall be retained by wishin. A member may change its designated representative at any time and from time to time in the same manner.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to the board of directors for review and approval before filing the return with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Whenever any matter comes before the corporation, the board of directors or committee for approval or administration which presents or may present a conflict of interest, the interested person must disclose the existence and nature of his or her financial interest or other personal business interest to the wisconsin statewide health information network chief executive officer (in the case of an agent or employee, other than the chief executive officer), to the chairperson of the board (in the case of the chief executive officer or other officer), to the directors (in the case of board members) or to the other committee members (in the case of committee member). No interested person is allowed to participate in the award or administration of any contract or arrangement for which the interested person has a conflict of interest.

Form 990, Part VI, Section B, Line 15

The chief executive officer's compensation is based on market studies. Annually, the compensation committee of the board reviews and approves the compensation of the chief executive officer and other officers.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Wisconsin Statewide Health Information
EIN
27-4344294
Phone
6082741820
Address
5510 RESEARCH PARK DRIVE, FITCHBURG, WI 53711

Signing Officer

Name
Steve Rottmann
Title
Chief Executive Officer
Phone
6082741820
Signed
2025-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Rottmann
Formed
2010
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
14
Volunteers
18

Preparer

Firm
Wipfli Llp
Address
2501 W BELTLINE HWY STE 501, MADISON, WI 53713
Preparer
Quinn Dugan
Phone
6082741980
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Technical services: program service expenses 3,294,981. Management and general expenses 211,653. Fundraising expenses 0. Total expenses 3,506,634.

Financial Statement Notes

PART X, LINE 2:

Wisconsin statewide health information network, inc. (wishin) assesses whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. Wishin has determined there are no amounts to record as assets or liabilities related to uncertain tax positions.

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IRS990/ActivityOrMissionDesc0TO BUILD SUBSTANTIAL HEALTH INFORMATION EXCHANGE CAPACITY STATEWIDE TO SUPPORT HEALTH CARE PROVIDERS' MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS, POPULATION HEALTH IMPROVEMENT & REPORTING OF HEALTH CARE PERFORMANCE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17WISHIN ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt19PROJECT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20IMPLEMENTATION SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIR. OF POP. HEALTH & ANALYTICS
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