ASCENSION ST ELIZABETH FOUNDATION … - Form 990 Financial Data

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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

Phone

3147338000

Tax Period

2022-07-01 to 2023-06-30

ASCENSION ST ELIZABETH FOUNDATION INC, founded in 1976, is a small nonprofit that reported $826K in total revenue in fiscal year 2022. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 63% operating deficit.

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTER, HOLISTIC CARE WHICH SUSTAINS THE IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Program Service Accomplishments

Program 1

Expenses: $859,262 Revenue: $0

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. FOUNDED IN 1976, ASCENSION ST. ELIZABETH FOUNDATION, INC. SERVES AS THE PHILANTHROPIC ARM FOR CALUMET MEDICAL CENTER AND AFFINITY MEDICAL GROUP CLINICS LOCATED THROUGHOUT OUTAGAMIE, CALUMET, AND NORTHERN WINNEBAGO COUNTIES. THE FOUNDATION'S PRIMARY PURPOSE IS TO LIVE OUT ASCENSION HEALTH'S MISSION, PROMISE, AND VALUES. THE FOUNDATION TAKES A SPECIAL INTEREST IN SERVING THE NEEDS OF THE POOR.

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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 (2022)

Revenue Breakdown

Contributions & Grants $884,223

Program Service Revenue $0

Investment Income $-26,153

Other Revenue $-32,148

TOTAL REVENUE $825,922

Expense Breakdown

Grants Paid $807,558

Salaries & Benefits $0

Fundraising Expenses $397,677

Program Expenses $859,262

Other Expenses $542,043

TOTAL EXPENSES $1,349,601

Year-over-Year Comparison

	2022	2021	Change
Revenue	$825,922	$1,273,387	-0.4%
Expenses	$1,349,601	$1,047,486	+0.3%
Net Income	$-523,679	$225,901	-3.3%

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

$1,772,882

Total Directors

$1,406,417

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CHAIR	1.0	Officer Director	$0	$0	$0
N/A	PAST CHAIR	1.0	Officer Director	$0	$0	$0
N/A	VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	EX-OFFICIO	0.0	Officer Director	$0	$45,364	$602,144
N/A	SECRETARY	1.0	Officer Director	$0	$0	$7,986
N/A	EX-OFFICIO	0.0	Officer Director	$0	$44,520	$480,249
N/A	TREASURER	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR (END 1/2023)	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	0.0	Director	$0	$41,563	$316,038
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (START 5/2023)	0.0	Officer	$0	$47,771	$682,503
N/A	FORMER OFFICER (END 9/2021)	0.0		$0	$54,290	$1,343,939

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	$267,578	$58,960	No data	$208,618
2023	$825,922	$1,349,601	$10,532,819	$-523,679
2022	$1,273,387	$1,047,486	$10,291,805	$225,901
2021	$1,523,443	$1,268,748	$10,664,298	$254,695
2020	$694,868	$1,052,601	$8,934,585	$-357,733
2019	$752,987	$2,219,426	$9,728,621	$-1,466,439
2019	$752,987	$2,219,426	$9,728,621	$-1,466,439
2018	$1,620,946	$2,032,534	$10,903,782	$-411,588

ASCENSION ST ELIZABETH FOUNDATION INC