WHEATON FRANCISCAN HEALTHCARE - SO… - 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

1986

Legal Domicile

Phone

3147338000

Tax Period

2022-07-01 to 2023-06-30

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $34.3M in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring.

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-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND 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: $19,565,450 Revenue: $33,719,469

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. PART OF ASCENSION WISCONSIN, WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. IS THE REGIONAL PARENT ORGANIZATION FOR WHEATON FRANCISCAN HEALTHCARE ENTITIES LOCATED IN THE SOUTHEAST WISCONSIN REGION. WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN PROVIDES SUPPORT FOR OTHER ORGANIZATIONS BY PROVIDING SERVICES SUCH AS FINANCE, ADMINISTRATIVE, HUMAN RESOURCES, BENEFITS MANAGEMENT, LEGAL, AND ORGANIZATIONAL DEVELOPMENT. WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. ALSO HAS A 50% INTEREST IN MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL (MOSH), A LICENSED 16-BED FACILITY IN FRANKLIN, WISCONSIN.

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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 $89,044

Program Service Revenue $33,574,888

Investment Income $-99,993

Other Revenue $737,322

TOTAL REVENUE $34,301,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,117,146

Fundraising Expenses $0

Program Expenses $19,565,450

Other Expenses $21,346,254

TOTAL EXPENSES $34,463,400

Year-over-Year Comparison

	2022	2021	Change
Revenue	$34,301,261	$59,387,954	-0.4%
Expenses	$34,463,400	$60,573,850	-0.4%
Net Income	$-162,139	$-1,185,896	-0.9%

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

491

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

$2,815,470

Total Directors

$2,132,967

Key Employees

$272,598

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	EX-OFFICIO/CEO, MINISTRY MARKET (END 4/2023)	0.0	Officer Director	$0	$58,049	$2,132,967
N/A	CHAIR	1.0	Officer Director	$0	$0	$0
N/A	SECRETARY	1.0	Officer Director	$0	$0	$0
N/A	TREASURER	1.0	Officer Director	$0	$0	$0
N/A	VICE CHAIR	1.0	Officer 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 (START 9/2022)	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	CHIEF NURSING OFFICER	50.0	Key Emp	$193,885	$26,775	$272,598
N/A	REGISTERED NURSE	50.0	Highest	$117,507	$21,168	$138,675
N/A	DIRECTOR OF NURSING	50.0	Highest	$133,686	$34,639	$168,325
N/A	REGISTERED NURSE	50.0	Highest	$126,551	$16,954	$143,505
N/A	REGISTERED NURSE	50.0	Highest	$127,286	$14,527	$141,813
N/A	LAB DIRECTOR	50.0	Highest	$148,981	$18,187	$167,168
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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$34,301,261	$34,463,400	$147,301,854	$-162,139
2022	$59,387,954	$60,573,850	$166,319,888	$-1,185,896
2021	$49,335,705	$49,808,780	$170,280,677	$-473,075
2020	$75,984,957	$59,029,002	$250,816,017	$16,955,955
2019	$86,264,490	$62,910,212	$186,453,526	$23,354,278
2018	$70,837,951	$73,162,451	$208,882,917	$-2,324,500

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC