FRANCISCAN OUTREACH (EIN 362928835) - 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

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.

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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

FRANCISCAN OUTREACH