FRANCISCAN OUTREACH

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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

1976

Legal Domicile

Principal Officer

ROBRET SIMPSON

Phone

7732786724

Tax Period

2024-01-01 to 2024-12-31

FRANCISCAN OUTREACH, founded in 1976, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $6.7M left a modest 4% surplus.

Mission

FRANCISCAN OUTREACH PROVIDES PEOPLE WHO ARE MARGINALIZED AND HOMELESS WITH SHELTER, FOOD, AND HELP IN BUILDING A BETTER LIFE, WHILE AFFIRMING THE HUMAN DIGNITY OF PEOPLE IN NEED IN THE CHICAGO AREA.

Program Service Accomplishments

Program 1

Expenses: $4,028,194

HOUSE OF MARY & JOSEPH - MANAGE THREE SHELTERS FOR THE HOMELESS THAT PROVIDE MEN AND WOMEN WITH A STABLE AND SECURE ENVIRONMENT THAT NOT ONLY REDUCES THE HEALTH AND SAFETY RISKS OF LIVING OUTDOORS...

HOUSE OF MARY & JOSEPH - MANAGE THREE SHELTERS FOR THE HOMELESS THAT PROVIDE MEN AND WOMEN WITH A STABLE AND SECURE ENVIRONMENT THAT NOT ONLY REDUCES THE HEALTH AND SAFETY RISKS OF LIVING OUTDOORS, BUT OFFERS AN ARRAY OF PROGRAMS AND SERVICES THEY CAN ACCESS TO MAKE POSITIVE CHANGES IN THEIR LIVES. SHELTER GUESTS HAVE ACCESS TO DAILY MEALS, A WARM BED, SUPPORT GROUPS, HOUSING PROGRAMS, HEALTH CARE SERVICES, SHOWER FACILITIES, MAIL SERVICES, CLOTHINGAND PERSONAL ITEMS.

Program 2

Expenses: $1,419,387

CASE MANAGEMENT: CASE MANAGERS CONDUCT INITIAL ASSESSMENTS TO UNDERSTAND THE NEEDS OF GUESTS. THEN THEY PROVIDE GUIDANCE TO HELP GUESTS ADDRESS THE CHALLENGES THEY FACE. CASE MANAGERS HELP GUESTS...

CASE MANAGEMENT: CASE MANAGERS CONDUCT INITIAL ASSESSMENTS TO UNDERSTAND THE NEEDS OF GUESTS. THEN THEY PROVIDE GUIDANCE TO HELP GUESTS ADDRESS THE CHALLENGES THEY FACE. CASE MANAGERS HELP GUESTS GAIN STABILITY, PREPARE FOR HOUSING, AND TRANSITION INTO PERMANENT HOUSING. THEY ALSO CONNECT GUESTS TO THE CRITICAL SERVICES AND RESOURCES THEY NEED, INCLUDING: IDENTIFICATION DOCUMENTS, SOCIAL SECURITY BENEFITS, VETERANS' BENEFITS, PUBLIC AID RESOURCES, PRIMARY AND MENTAL HEALTH SERVICES, SUBSTANCE USE DISORDER TREATMENT, LEGAL AID, JOB TRAINING PROGRAMS, EMPLOYMENT OPPORTUNITIES, IMMIGRATION SERVICES, HOUSING PROGRAMS.

Program 3

Expenses: $74,594

SPARC: THE SHELTER PLACEMENT AND RESOURCE CENTER (SPARC) IS A PHYSICAL ACCESS POINT WHERE INDIVIDUALS EXPERIENCING HOMELESSNESS CAN RECEIVE SUPPORT WITH SHELTER REQUESTS, SHELTER TRANSPORTATION, AND ESSENTIAL SERVICES 24/7. THESE SERVICES INCLUDE MEALS, SHOWERS, AND TEMPORARY SLEEPING ARRANGEMENTS, BASED ON AVAILABLE SPACE. SPARC CAN ACCOMMODATE UP TO 200 INDIVIDUALS AT ANY GIVEN TIME (160 MALES AND 40 FEMALES).SPARC SERVES SINGLE ADULTS WHO ARE AT LEAST 18 YEARS OLD OR OLDER. FAMILIES WHO NEED SHELTER ASSISTANCE SHOULD GO DIRECTLY TO EHARC OR WAIT AT SPARC FOR TRANSPORTATION PICK UP FROM THE SALVATION ARMY (TSA). THROUGH ITS EMERGENCY SERVICES AND SHELTER PLACEMENT COORDINATION WITH TSA, SPARC STAFF SUPPORT INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS BY OFFERING IMMEDIATE RELIEF AND CONNECTING THEM TO SHELTER, WHERE THEY CAN RECEIVE CASE MANAGEMENT AND ADDITIONAL SUPPORT TO GAIN PERMANENT HOUSING. WITH A FOCUS ON TRAUMA-INFORMED CARE AND HARM REDUCTION, THE CENTER AIMS TO REDUCE HARM, PROVIDE A SAFE AND WELCOMING ENVIRONMENT, AND EMPOWER CLIENTS TO TAKE STEPS TOWARDS STABILITY, DIGNITY, AND ACCESS TO THE RESOURCES THEY NEED TO REBUILD THEIR LIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,924,185

Program Service Revenue $0

Investment Income $81,602

Other Revenue $31,995

TOTAL REVENUE $7,037,782

Expense Breakdown

Grants Paid $92,426

Salaries & Benefits $4,660,690

Fundraising Expenses $377,285

Program Expenses $5,522,175

Other Expenses $1,979,626

TOTAL EXPENSES $6,732,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,037,782	$5,445,621	+0.3%
Expenses	$6,732,742	$5,046,869	+0.3%
Net Income	$305,040	$398,752	-0.2%

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

116

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

$299,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KRAMER	CHAIR	0.50	Officer Director	$0	$0	$0
LUIS POLANCO RODRIGUEZ	DEPUTY CHAIR	0.50	Officer Director	$0	$0	$0
MARGARET SCANLAN BROWN	SECRETARY	0.50	Officer Director	$0	$0	$0
BRETT R GALLEY MD	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTOPHER CUTRARA	DIRECTOR	0.25	Director	$0	$0	$0
DENNIS CROWLEY	DIRECTOR	0.25	Director	$0	$0	$0
FR ED SHEA OFM	DIRECTOR	0.25	Director	$0	$0	$0
JEREMY JOHNSON	DIRECTOR	0.25	Director	$0	$0	$0
JOHN DORAN	DIRECTOR	0.25	Director	$0	$0	$0
JON PECK	DIRECTOR	0.25	Director	$0	$0	$0
KATHLEEN AKERS	DIRECTOR	0.25	Director	$0	$0	$0
MILES MCHUGH	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK NASH	DIRECTOR	0.25	Director	$0	$0	$0
PETER ERICKSON	DIRECTOR	0.25	Director	$0	$0	$0
SETH RYAN	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK O'CONNOR	DIRECTOR	0.25	Director	$0	$0	$0
AMANDA PHRANER	DIRECTOR UNTIL 7/2024	0.25	Director	$0	$0	$0
APRIL PREYAR	DIRECTOR UNTIL 12/2024	0.25	Director	$0	$0	$0
ROBRET SIMPSON	PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer	$141,046	$21,574	$162,620
SHARON NELSON	TREASURER & DIRECTOR OF FINANCE	40.00	Officer	$122,218	$14,955	$137,173
SALLY BERKHIA	DIRECTOR OF DEVELOPMENT	40.00	Highest	$106,896	$7,600	$114,496
LUWANA JOHNSON	SR DIRECTOR OF PROGRAMS	40.00	Highest	$107,714	$7,856	$115,570

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
2024	$7,037,782	$6,732,742	$5,684,890	$305,040
2023	$5,445,621	$5,046,869	$5,045,792	$398,752
2022	$4,639,253	$4,116,401	$4,171,122	$522,852
2021	$4,380,279	$4,016,820	$3,676,101	$363,459
2020	$4,985,246	$4,132,963	$3,651,635	$852,283
2019	$3,504,070	$3,563,492	$2,409,749	$-59,422
2018	$5,149,774	$3,393,820	$2,439,745	$1,755,954