Civic Intelligence

Milwaukee Health Services Inc

EIN 39-1664109 • 501(c)3 • Milwaukee, WI

View Organization Page

Profile

To provide accessible, quality primary and related health care services to Milwaukee residents, with our continuing emphasis on medically-underserved families and individuals.

2555 N Martin Luther King DriveMilwaukee, WI 53212

www.mhsi.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.43x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.22x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

38th percentile

0.5%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$381,896

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

41st percentile

1.8%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

1.8%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$12,617,854

Up $227,495 (+1.8%) from 2024

Liabilities

Up

$5,441,006

Up $103,887 (+1.9%) from 2024

Net Assets

Up

$7,176,848

Up $123,608 (+1.8%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin38th percentile

Revenue

Up

$24,996,163

Up $430,546 (+1.8%) from 2024

Expenses

Up

$24,872,555

Up $1,455,704 (+6.2%) from 2024

Net Income

Down

$123,608

Down $1,025,158 (-89%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0-$10MAssets 2010: $17,982,186Liabilities 2010: $6,158,140Net Assets 2010: $11,824,0462010Assets 2011: $20,532,727Liabilities 2011: $4,901,670Net Assets 2011: $15,631,0572011Assets 2012: $18,292,168Liabilities 2012: $6,498,895Net Assets 2012: $11,793,2732012Assets 2013: $20,327,444Liabilities 2013: $10,411,853Net Assets 2013: $9,915,5912013Assets 2014: $15,339,189Liabilities 2014: $10,944,565Net Assets 2014: $4,394,6242014Assets 2015: $15,000,390Liabilities 2015: $19,257,631Net Assets 2015: -$4,257,2412015Assets 2016: $13,442,673Liabilities 2016: $18,072,839Net Assets 2016: -$4,630,1662016Assets 2017: $12,576,709Liabilities 2017: $11,108,961Net Assets 2017: $1,467,7482017Assets 2018: $12,453,260Liabilities 2018: $9,268,895Net Assets 2018: $3,184,3652018Assets 2019: $15,593,559Liabilities 2019: $7,686,376Net Assets 2019: $7,907,1832019Assets 2020: $13,576,595Liabilities 2020: $6,477,126Net Assets 2020: $7,099,4692020Assets 2021: $14,350,055Liabilities 2021: $6,181,474Net Assets 2021: $8,168,5812021Assets 2022: $12,836,316Liabilities 2022: $5,899,257Net Assets 2022: $6,937,0592022Assets 2023: $12,585,792Liabilities 2023: $6,681,318Net Assets 2023: $5,904,4742023Assets 2024: $12,390,359Liabilities 2024: $5,337,119Net Assets 2024: $7,053,2402024Assets 2025: $12,617,854Liabilities 2025: $5,441,006Net Assets 2025: $7,176,8482025

Highlighted filing

2025

Assets$12,617,854
Liabilities$5,441,006
Net Assets$7,176,848
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $21,800,4712010Expenses 2011: $24,894,4662011Expenses 2012: $24,324,3852012Revenue 2013: $21,008,616Expenses 2013: $22,882,218Net Income 2013: -$1,873,6022013Revenue 2014: $17,452,120Expenses 2014: $20,548,759Net Income 2014: -$3,096,6392014Revenue 2015: $17,040,586Expenses 2015: $15,618,189Net Income 2015: $1,422,3972015Revenue 2016: $18,398,213Expenses 2016: $18,112,192Net Income 2016: $286,0212016Revenue 2017: $19,831,547Expenses 2017: $18,705,099Net Income 2017: $1,126,4482017Revenue 2018: $19,780,586Expenses 2018: $18,063,969Net Income 2018: $1,716,6172018Revenue 2019: $24,397,236Expenses 2019: $19,674,418Net Income 2019: $4,722,8182019Revenue 2020: $20,313,711Expenses 2020: $21,121,425Net Income 2020: -$807,7142020Revenue 2021: $29,287,329Expenses 2021: $28,218,217Net Income 2021: $1,069,1122021Revenue 2022: $28,015,287Expenses 2022: $29,246,809Net Income 2022: -$1,231,5222022Revenue 2023: $26,171,298Expenses 2023: $27,203,883Net Income 2023: -$1,032,5852023Revenue 2024: $24,565,617Expenses 2024: $23,416,851Net Income 2024: $1,148,7662024Revenue 2025: $24,996,163Expenses 2025: $24,872,555Net Income 2025: $123,6082025

Highlighted filing

2025

Revenue$24,996,163
Expenses$24,872,555
Net Income$123,608
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,617,854
Liabilities
$5,441,006
Net assets
$7,176,848
Revenue
$24,996,163
Expenses
$24,872,555
Net income
$123,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$5.44$7.18$25.0$24.9$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$5.34$7.05$24.6$23.4$1.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$6.68$5.90$26.2$27.2$1.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$5.90$6.94$28.0$29.2$1.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$6.18$8.17$29.3$28.2$1.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$6.48$7.10$20.3$21.1$0.81
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$7.69$7.91$24.4$19.7$4.72
2018Summary only. Only limited summary data is available for this year.$12.5$9.27$3.18$19.8$18.1$1.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$11.1$1.47$19.8$18.7$1.13
2016Detailed filing. Detailed filing data is available for this year.$13.4$18.1$4.63$18.4$18.1$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$19.3$4.26$17.0$15.6$1.42
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$10.9$4.39$17.5$20.5$3.10
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$10.4$9.92$21.0$22.9$1.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$6.50$11.8$24.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$4.90$15.6$24.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$6.16$11.8$21.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$24,996,163
Mission and Program Overview

Mission

To provide accessible, quality primary and related health care services to milwaukee residents, with our continuing emphasis on medically-underserved families and individuals.

To provide medical and dental primary care services to a medically underserved population.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,644,866$7,616,514▼ $28,352
Accounts Receivable$1,875,452$1,883,383▲ $7,931
Savings and Temporary Cash Investments$1,791,793$1,511,593▼ $280,200
Cash and Non-Interest-Bearing Accounts$73,963$641,094▲ $567,131
Pledges and Grants Receivable$602,574$491,795▼ $110,779
Prepaid Expenses and Deferred Charges$112,114$195,745▲ $83,631
Inventories for Sale or Use$120,822$172,246▲ $51,424
Total Assets$12,390,359$12,617,854▲ $227,495
Other Assets Total$168,775$105,484▼ $63,291
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,659,606$3,419,226▼ $240,380
Accounts Payable and Accrued Expenses$1,340,497$1,735,444▲ $394,947
Deferred Revenue$117,665$164,145▲ $46,480
Other Liabilities$219,351$122,191▼ $97,160
Total Liabilities$5,337,119$5,441,006▲ $103,887
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,220,846$6,229,342▲ $8,496
Net Assets With Donor Restrictions$832,394$947,506▲ $115,112
Total Net Assets Fund Balance$7,053,240$7,176,848▲ $123,608
Total Liabilities and Net Assets / Fund Balance$12,390,359$12,617,854▲ $227,495

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,135,279$8,882,053$14,017,332
Equipment$1,717,537$5,597,328$7,314,865
Land$746,728-$746,728
Leasehold Improvements$0$416,893$416,893
Other Land Buildings$16,970$31,515$48,485
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Tito IzardPresident & CEOFT$367,327$14,569$381,896
John StocktonPsychiatristFT$302,980$10,493$313,473
Lakesha LawrencePsychiatristFT$290,239$11,069$301,308
Katherine D Van FossenPhysicianFT$296,032$4,257$300,289
Dr Aronica WilliamsChief Medical OfficerFT$267,914$10,798$278,712
Kimberlie Ward-cooperPhysicianFT$182,324$9,021$191,345
Akintunde BowdenPhysicianFT$169,218$4,204$173,422
Laurie YakeChief Finance OfficerFT$142,508$9,493$152,001
Michele LebourgeoisChief Operating OfficerFT$140,368$9,746$150,114

Board Members and Trustees

NameTitle
Walter LanierChairperson
Bridgett MossVice-chairperson
Angelique SharpeDirector
Babette HonoreDirector
Curtiss MarshallDirector
Gina Green-harrisDirector
Karen BakerDirector
Lorraine Halinka MalcoeDirector
Sirr GriceDrector
Jaddia ArnoldSecretary
Audrey SellersTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Merino Computer Concepts INCIt Services1822 W KETTLEMAN LANE SUITE 4, Lodi, CA 95242$498,650
OchinEmr Software1881 SW NAITO PARKWAY, Portland, OR 97201$480,144
Fast Pace Medical Staffing INCMedical Staffing Services314 E MAIN STREET STE 216, Watertown, WI 53094$420,861
Dr Basil JacksonMedical ProviderW142N7967 THORNDELL DRIVE, Menomonee Falls, WI 53051$159,460
Techpro INCEmr Software2000 GARY LANE, Geneva, IL 60134$113,400
Revenue and Support

Revenue Composition

Contributions and Grants
$7,048,340
Program Service Revenue
$17,376,102
Investment Income
$69,824
Other Revenue
$501,897
All Other Contributions
$140,000
Change in Net Assets
$123,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,996,163
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$24,996,163
Total Revenue per Form 990
$24,996,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,560,367
Other Expenses$10,305,724
Grants and Similar Amounts Paid$6,464
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,459,711$1,738,042-$10,197,753
Fees for Services Other$2,436,418$273,532-$2,709,950
Other Employee Benefits$1,792,990$573,622-$2,366,612
Occupancy$927,449$288,695-$1,216,144
Current Officers, Directors, Trustees, and Key Employees$791,204$166,273-$957,477
Payroll Taxes$641,207$205,138-$846,345
Information Technology$574,160$222,407-$796,567
Depreciation Depletion$538,201$235,509-$773,710
Office Expenses$297,681$93,326-$391,007
Interest$43,482$222,654-$266,136
Pension Plan Contributions$145,599$46,581-$192,180
Conferences and Meetings$140,445$10,241-$150,686
All Other Expenses$49,874$79,037-$128,911
Fees for Services Accounting-$105,116-$105,116
Fees for Services Legal-$68,242-$68,242
Insurance-$59,509-$59,509
Advertising-$29,010-$29,010
Travel$1,174$23,116-$24,290
Other Expenses$4,860$1,685-$6,545
Grants to Domestic Individuals$6,464--$6,464
Total Functional Expenses$20,368,792$4,503,763$0$24,872,555

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,872,555
Total Expenses per Audited Statements$24,872,555
Total Expenses per Form 990$24,872,555
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-to-use Obligation$120,725
Amounts Payable Under Fiscal Agent Responsibilities$1,466
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 B, Line 11B

“The form 990 is reviewed by the controller, chief financial officer, and president/ceo of the organization. After satisfactory review, it is presented to the finance committee for review. Before filing with the internal revenue service, the form 990 is made available to all members of the board.”

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

“The organization requires that all employees and board members disclose in writing and update at least annually, all business and immediate family relationships which might potentially create a conflict of interest. In addition, employees with non-compete contracts must disclose to the president/ceo, and president/ceo must disclose to the board chairperson, in writing the specifics of any plan to accept outside employment so that outside employment may be determined if potential conflict exists. No board member may vote on any matter which may directly or indirectly result in financial gain to that member, or which may conflict with that member's obligations to another organization's board of directors. Provided that the board member has first disclosed a conflict or potential conflict, and abstains from voting in that regard, he/she may participate in discussions relating to that matter.”

Form 990, Part VI, Section B, Line 15

“The process for determining the executive compensations is based on performance evaluation, analyzing compensation surveys/studies, review of 990s of other organizations and approval of the revised employment agreement by the board chair.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Health Services Inc
EIN
39-1664109
Phone
4143728080
Address
2555 N MARTIN LUTHER KING DRIVE, MILWAUKEE, WI 53212

Signing Officer

Name
Tito Izard Md
Title
President & CEO
Phone
4143728080
Signed
2025-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tito Izard Md
Formed
1989
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
229
Volunteers
65

Preparer

Firm
Wipfli Advisory LLC
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services: program service expenses 821,409. Management and general expenses 265,882. Fundraising expenses 0. Total expenses 1,087,291. Contract services: program service expenses 1,491,163. Management and general expenses 7,650. Fundraising expenses 0. Total expenses 1,498,813. Laboratory fees: program service expenses 123,846. Management and general expenses 0. Fundraising expenses 0. Total expenses 123,846.”

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes the benefit of a tax position only after determining whether it is more likely than not that the taxing authority would sustain the tax position upon examination of the technical merits of the tax position assuming the taxing authority has full knowledge of all information. The organization has recorded no assets or liabilities related to uncertain tax positions.”

Raw XML AppendixShowing 400 of 733 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt01883383
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL AND DENTAL PRIMARY CARE SERVICES TO A MEDICALLY UNDERSERVED POPULATION.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt029010
IRS990/AdvertisingGrp/TotalAmt029010
IRS990/AllOtherContributionsAmt0140000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt079037
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IRS990/ContractorCompensationGrp/ServicesDesc4EMR SOFTWARE
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IRS990/Desc0TO PROVIDE ACCESSIBLE, QUALITY PRIMARY AND RELATED HEALTH CARE SERVICES TO MILWAUKEE RESIDENTS, WITH OUR CONTINUING EMPHASIS ON MEDICALLY-UNDERSERVED FAMILIES AND INDIVIDUALS. 14,136 PATIENTS WERE SERVED DURING THE YEAR (RESULTING IN 46,286 ENCOUNTERS).
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