WHEATON FRANCISCAN SERVICES INC

🔒

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

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

JOHN D OLIVERIO

Phone

6309096600

Tax Period

2022-07-01 to 2023-02-16

WHEATON FRANCISCAN SERVICES INC, founded in 1983, is a small nonprofit that reported $263K in total revenue in fiscal year 2022. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $24.8M exceeded revenue, resulting in a 9324% operating deficit.

Mission

TO CARRY OUT THE MISSION AND PHILOSOPHY OF HUMAN AND COMMUNITY DEVELOPMENT OF THE WHEATON FRANCISCAN SISTERS.

Program Service Accomplishments

Program 1

Expenses: $24,740,050

WHEATON FRANCISCAN SERVICES INC. (WFSI) IS A CATHOLIC, NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO PROMOTE, SUPPORT AND ENGAGE IN RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC MINISTRIES OF THE FRANCISCAN SISTERS, DAUGHTERS OF THE SACRED HEARTS OF JESUS AND MARY, ALSO KNOWN AS THE WHEATON FRANCISCAN SISTERS. IT IS THE RESPONSIBILITY OF WFSI TO CARRY OUT ITS CORPORATE PURPOSES IN A MANNER THAT MEETS THE PERSONAL AND SOCIAL NEEDS OF THE TIMES. WFSI PROVIDES GRANTS TO PROGRAMS AND SERVICES WHICH ARE DEVOTED TO PROMOTING LIFE AND IMPROVING AND PROTECTING THE HEALTH, WELFARE, AND PERSONAL WELL-BEING OF THE PERSONS OR ORGANIZATIONS SUPPORTED.

🔒

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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $260,098

Other Revenue $3,155

TOTAL REVENUE $263,253

Expense Breakdown

Grants Paid $24,696,483

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,740,050

Other Expenses $113,639

TOTAL EXPENSES $24,810,122

Year-over-Year Comparison

	2022	2021	Change
Revenue	$263,253	$209,711	+0.3%
Expenses	$24,810,122	$1,623,699	+14.3%
Net Income	$-24,546,869	$-1,413,988	+16.4%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN OLIVERIO	PRESIDENT	5.00	Officer Director	$0	$0	$0
SR MARGARET GREMPKA	CHAIR-DIRECTOR	5.00	Officer Director	$0	$0	$0
SR MELANIE PARADIS	SECRETARY-TREASURER	5.00	Officer 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
2023	$263,253	$24,810,122	No data	$-24,546,869
2022	$209,711	$1,623,699	$25,000,617	$-1,413,988
2021	$564,254	$1,739,808	$28,983,632	$-1,175,554
2020	$1,688,981	$1,877,261	$30,781,791	$-188,280
2019	$1,020,318	$1,921,326	$31,186,408	$-901,008
2018	$1,132,534	$1,347,556	$35,107,406	$-215,022