ASCENSION WISCONSIN FOUNDATION INC (EIN 391494981) - 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

1984

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

ASCENSION WISCONSIN FOUNDATION INC, founded in 1984, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.6M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.1M, a strong 41% operating margin.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR COLUMBIA HEALTH SYSTEM, 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 (2024)

Revenue Breakdown

Contributions & Grants $7,490,315

Program Service Revenue $0

Investment Income $5,348,298

Other Revenue $-232,636

TOTAL REVENUE $12,605,977

Expense Breakdown

Grants Paid $4,297,154

Salaries & Benefits $0

Fundraising Expenses $2,733,919

Program Expenses $4,589,127

Other Expenses $3,181,580

TOTAL EXPENSES $7,478,734

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,605,977	$10,578,625	+0.2%
Expenses	$7,478,734	$7,700,221	0.0%
Net Income	$5,127,243	$2,878,404	+0.8%

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

$2,928,075

Total Directors

$1,759,096

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COOKIE FIELKOW	CHAIR	1.0	Officer Director	$0	$0	$0
CORY SEBASTIAN	VICE CHAIR/SECRETARY	1.0	Officer Director	$0	$0	$0
RACHEAL FAULKS	EX-OFFICIO/PRESIDENT	0.0	Officer Director	$0	$34,836	$279,921
ROBERT VANHIMBERGEN	VICE CHAIR/TREASURER	1.0	Officer Director	$0	$0	$0
DON S LEE MD	DIRECTOR	0.0	Director	$0	$38,109	$310,970
JANICE A LITZA MD	DIRECTOR	0.0	Director	$0	$31,100	$382,035
JON CROWELL	DIRECTOR	1.0	Director	$0	$0	$0
JORI HARTWIG	DIRECTOR	1.0	Director	$0	$0	$0
MARIA MYERS	DIRECTOR	1.0	Director	$0	$0	$0
MATT ZIMMERMAN	DIRECTOR	1.0	Director	$0	$0	$0
PATRICIA GOLDEN DO	DIRECTOR	0.0	Director	$0	$58,515	$786,170
RACHEL HANSEN	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA MASON	DIRECTOR	1.0	Director	$0	$0	$0
TERRY CHENG MD	DIRECTOR	1.0	Director	$0	$0	$0
DANIEL W JACKSON	CEO, MINISTRY MARKET	0.0	Officer	$0	$48,546	$1,502,128
MICHAEL MCCULLOUGH	CFO, MINISTRY MARKET	0.0	Officer	$0	$46,446	$1,146,026
JONATHAN SOHN	FORMER OFFICER (END 9/2021)	0.0		$0	$28,556	$1,655,486
MATTHEW TYLER HANSELMAN	FORMER OFFICER (END 8/2023)	0.0		$0	$37,496	$832,871
REGINALD NEWSON	FORMER OFFICER (END 6/2023)	0.0		$0	$47,207	$526,467

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
2025	$12,605,977	$7,478,734	$99,048,701	$5,127,243
2024	$10,578,625	$7,700,221	$90,923,019	$2,878,404
2023	$7,742,237	$8,082,662	$42,020,804	$-340,425
2022	$10,957,441	$5,728,453	$44,035,113	$5,228,988
2021	$4,064,504	$4,941,806	$44,777,038	$-877,302
2019	$3,096,282	$2,932,064	$27,499,153	$164,218
2018	$5,586,532	$2,933,109	$29,790,299	$2,653,423

ASCENSION WISCONSIN FOUNDATION INC