Nonprofit · EIN 45-4681563
CATALPA HEALTH INC
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,631,727 | $12,963,070 | $668,657 | $9,874,943 | $4,454,377 | $5,420,566 |
| December 31, 2023 | 990 | $12,883,444 | $12,964,401 | -$80,957 | $9,639,616 | $5,064,360 | $4,575,256 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,979,545
- of which government grants
- $20,000
- Membership dues
- $2,751,881
- Program service revenue
- $9,398,714
- Investment income
- $249,528
- Net gain from sales of assets
- $121,606
- Net income from fundraising events
- -$1,910
- Net income from gaming
- $5,850
- Other revenue
- $3,940
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $653,453
- Other salaries and wages
- $7,934,465
- Salaries, compensation and benefits (total)
- $10,452,161
- Professional fundraising fees
- $0
- Legal fees
- $25,368
- Accounting fees
- $128,540
- Occupancy
- $652,431
- Travel
- $11,566
- Depreciation
- $91,353
- Program services (functional)
- $11,042,545
- Management and general (functional)
- $1,681,943
- Fundraising (functional)
- $238,582
Balance sheet and other
- Total assets, start of year
- $9,639,616
- Total assets, end of year
- $9,874,943
- Total liabilities, end of year
- $4,454,377
- Net assets, end of year
- $5,420,566
- Land, buildings and equipment
- $196,989
- Publicly traded securities
- $3,412,616
- Net assets without donor restrictions
- $4,414,541
- Net assets with donor restrictions
- $1,006,025
- Gross receipts
- $13,773,789
- Employees
- 141
- Volunteers
- 55
- Year formed
- 2012
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEAN SMITH | PSYCHIATRIST Highest-paid employee | 40 | $331,311 | $1,077 |
| MARK ROVICK | PSYCHIATRIST Highest-paid employee | 40 | $248,299 | $34,034 |
| TRACY GUIOU | PRESIDENT AND CEO-LEFT IN 2024 Officer | 40 | $240,186 | $31,759 |
| LAURA GOGGINS | ADV PRACTICE NURSE PRESCRIBER Highest-paid employee | 40 | $196,231 | $6,663 |
| ALISA NIEHLS | ADV PRACTICE NURSE PRESCRIBER Highest-paid employee | 40 | $194,587 | $6,196 |
| STEPHANIE SHIREY | ADV PRACTICE NURSE PRESCRIBER Highest-paid employee | 40 | $188,777 | $8,132 |
| SCOTT RADTKE | CHIEF CLINICAL OFFICER Officer | 40 | $151,798 | $42,440 |
| BRENDA GLODOWSKI | CFO / COO Officer | 40 | $131,500 | $0 |
| GREG HELEIN | COO Officer | 40 | $38,858 | $16,912 |
| AMY HERBST | MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID VANDER ZANDEN | MEMBER-LEFT IN 2024 Trustee or director | 2 | $0 | $0 |
| GAIL OSTRANDER | SECRETARY-LEFT IN 2024 Trustee or director, Officer | 2 | $0 | $0 |
| HEATHER HOEFFLER | MEMBER Trustee or director | 2 | $0 | $0 |
| JULIE MEYER | TREASURER/INTERIM CEO Trustee or director, Officer | 4 | $0 | $0 |
| MICHELLE SWARDENSKI | MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAUN GUNDERSON | CHAIR Trustee or director, Officer | 3 | $0 |
| TRICIA SCHUTZ | MEMBER-LEFT IN 2024 Trustee or director | 2 | $0 |
| WENDY BARTON | MEMBER Trustee or director | 2 | $0 |
| ALY CAPP | SECRETARY Trustee or director, Officer | 2 | $0 |
| SARA CLARK | MEMBER Trustee or director | 2 | $0 |
| QUENTIN MAYER | MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK ROVICK | PSYCHIATRIST Highest-paid employee | 40 | $378,996 | $36,254 |
| TRACY GUIOU | PRESIDENT AND CEO Officer | 40 | $223,341 | $26,368 |
| JANELLE JENSON | ADV PRACTICE NURSE PRESCRIBER Highest-paid employee | 40 | $219,574 | $21,386 |
| ERIN VANDERLANGENBERG | PSYCHOLOGIST Highest-paid employee | 40 | $165,882 | $44,248 |
| STEPHANIE SHIREY | ADV PRACTICE NURSE PRESCRIBER Highest-paid employee | 40 | $196,079 | $8,587 |
| ALISA NIEHLS | ADV PRACTICE NURSE PRESCRIBER Highest-paid employee | 40 | $175,935 | $6,946 |
| SCOTT RADTKE | CHIEF CLINICAL OFFICER Officer | 40 | $141,812 | $38,795 |
| BRENDA GLODOWSKI | CFO / COO Officer | 40 | $121,000 | $0 |
| AMY HERBST | MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID VANDER ZANDEN | MEMBER Trustee or director | 2 | $0 | $0 |
| GAIL OSTRANDER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| HEATHER HOEFFLER | MEMBER Trustee or director | 2 | $0 | $0 |
| JULIE MEYER | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| MICHAEL BERGMANN | MEMBER-LEFT IN 2023 Trustee or director | 2 | $0 | $0 |
| MICHELLE SWARDENSKI | MEMBER Trustee or director | 2 | $0 | $0 |
| SHAUN GUNDERSON | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TRICIA SCHUTZ | MEMBER Trustee or director | 2 | $0 | $0 |
| WENDY BARTON | MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4635 W COLLEGE AVE, APPLETON, WI 54914-8507
- In care of
- % MARY DOWNS
- Principal officer (990 for 2024)
- JULIE MEYER, 4635 WEST COLLEGE AVENUE, APPLETON, WI 54914
- Signed the 990
- JULIE MEYER, CEO AND PRESIDENT
- Phone
- (920) 750-7000
- Website
- WWW.CATALPAHEALTH.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
HELPING CHILDREN AND FAMILIES IMPROVE THEIR MENTAL HEALTH AND WELLNESS.
Program accomplishments
- CATALPA PROVIDES OUTPATIENT SERVICES, INCLUDING INDIVIDUAL AND GROUP THERAPY, PSYCHOLOGICAL AND NEUROPSYCHOLOGICAL TESTING, AND MEDICAL MANAGEMENT AND PREVENTION SERVICES FOR THE LOCAL PUBLIC SCHOOLS.Expenses $11,042,545 · revenue $9,398,714
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-4681563
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G98)
- Assets (IRS master file)
- $9,874,943
- Income (IRS master file)
- $13,773,789
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,631,727 | $12,963,070 | $9,874,943 | IRS |
| 990 | December 2023 | $12,883,444 | $12,964,401 | $9,639,616 | XML |
| 990 | December 2022 | $11,365,160 | $11,965,030 | $9,451,883 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
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 45-4681563).
Questions about CATALPA HEALTH INC
- What is the EIN of CATALPA HEALTH INC?
- The employer identification number (EIN) of CATALPA HEALTH INC is 45-4681563.
- Is CATALPA HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to CATALPA HEALTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATALPA 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 CATALPA HEALTH INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATALPA HEALTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CATALPA HEALTH INC?
- The 990 for the year ended December 31, 2024 names JULIE MEYER.
- Who are the officers and directors of CATALPA HEALTH INC?
- The 990 for the year ended December 31, 2024 lists 21 people; 9 received compensation from the organization, the highest $331,311 (DEAN SMITH, PSYCHIATRIST).
- How much revenue does CATALPA HEALTH INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,631,727, expenses of $12,963,070 and total assets of $9,874,943 at year end.
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