WHEATON FRANCISCAN HEALTHCARE - FOUNDATION FOR ST FRANCIS AND FRANKLIN INC (EIN 320135258) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Phone

3147338000

Tax Period

2019-07-01 to 2020-06-30

WHEATON FRANCISCAN HEALTHCARE - FOUNDATION FOR ST FRANCIS AND FRANKLIN INC, founded in 2005, is a small nonprofit that reported $111K in total revenue in fiscal year 2019. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $132K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ASCENSION ST. FRANCIS HOSPITAL, INC., SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.

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Trantor Score

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

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

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $155,861

Program Service Revenue $0

Investment Income $-45,348

Other Revenue $0

TOTAL REVENUE $110,513

Expense Breakdown

Grants Paid $84,579

Salaries & Benefits $0

Fundraising Expenses $17,662

Program Expenses $112,576

Other Expenses $47,307

TOTAL EXPENSES $131,886

Year-over-Year Comparison

	2019	2018	Change
Revenue	$110,513	$266,890	-0.6%
Expenses	$131,886	$167,352	-0.2%
Net Income	$-21,373	$99,538	-1.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$1,162,345

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	SECRETARY	1.0	Officer Director	$0	$0	$0
N/A	VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	TREASURER	1.0	Officer Director	$0	$0	$0
N/A	CHAIR	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	CFO, MINISTRY MARKET	0.0	Officer	$0	$40,198	$789,036
N/A	VP, FOUNDATION DEVELOPMENT, MINISTRY MARKET	0.0	Officer	$0	$33,470	$373,309

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
2020	$110,513	$131,886	No data	$-21,373
2019	$266,890	$167,352	$3,517,489	$99,538
2018	$350,179	$269,138	$3,376,244	$81,041

WHEATON FRANCISCAN HEALTHCARE - FOUNDATION FOR ST FRANCIS AND FRANKLIN INC