SAINT FRANCIS HEALTH RESORT INC

EIN: 223026423 501(c)(3)

BROWN DEER, WI

Total Revenue
$2,874,379
Total Expenses
$3,189,236
Total Assets
$534,693
Net Assets
$534,693
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
NJ
Principal Officer
PEG GROTH AGENT SFRC
Phone
4143712662
Tax Period
2021-01-01 to 2021-12-31

SAINT FRANCIS HEALTH RESORT INC, founded in 1990, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2021. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ORGANIZATION IS A CATHOLIC FAITH- BASED ENTITY PROVIDING FACILITIES AND SERVICES TO THE AGED AND INFIRM PERSONS ALONG WITH NEEDED SUPPORT SERVICES, WITHOUT DISTINCTION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $12,385
Program Service Revenue $2,082,162
Investment Income $770,492
Other Revenue $9,340
TOTAL REVENUE $2,874,379

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,014,722
Other Expenses $3,189,236
TOTAL EXPENSES $3,189,236

Year-over-Year Comparison

2021 2020 Change
Revenue $2,874,379 $3,930,015 -0.3%
Expenses $3,189,236 $3,898,280 -0.2%
Net Income $-314,857 $31,735 -10.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
15

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IRENA KALER CHAIRPERSON (THRU 12/1/2021) 3.0
Officer Director
$0 $0 $0
SR M JOHNICE THONE SSM EXECUTIVE DIR (THRU 12/1/2021) 40.0
Officer Director
$0 $0 $0
THOMAS DEAN TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
STANLEY SEBASTIAN VICE CH. (THRU 12/1/2021) 3.0
Officer Director
$0 $0 $0
DENNIS PIGNATO TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
JAN BEDNAR TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
SR LOIS BUSH CHAIRPERSON 3.0
Officer Director
$0 $0 $0
RICHARD BRADY TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
ROBERT DANBURY TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
SR FRANCES RENN SSM TRUSTEE (THRU 12/1/2021) 3.0
Officer Director
$0 $0 $0
THERESA COVERT WALKER TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
SR MARIE DI LORENZO TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
PATRICIA COLUCCI BARBOSA TRUSTEE (THRU 12/1/2021) 1.0
Director
$0 $0 $0
SR JUDY BECK TRUSTEE 3.0
Director
$0 $0 $0
SR SHERRI MARIE KUHN TRUSTEE 3.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $2,874,379 $3,189,236 $534,693 $-314,857
2020 $3,930,015 $3,898,280 $8,604,153 $31,735
2019 $4,178,056 $4,013,324 $8,421,515 $164,732
2018 $4,326,101 $4,083,363 $7,983,191 $242,738
Explore More Nonprofits
→Top 100 Nonprofits in Wisconsin →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SAINT FRANCIS HEALTH RESORT INC with other nonprofits in Wisconsin and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.