WHEATON FRANCISCAN - ST JOSEPH FOUNDATION INC

EIN: 391636804 501(c)(3)

MILWAUKEE, WI

Total Revenue
$353,624
Total Expenses
$294,724
Total Assets
$5,016,616
Net Assets
$4,893,652
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
WI
Phone
3147338000
Tax Period
2018-07-01 to 2019-06-30

WHEATON FRANCISCAN - ST JOSEPH FOUNDATION INC, founded in 1984, is a small nonprofit that reported $354K in total revenue in fiscal year 2018. Revenue fell 69% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $59K, a strong 17% operating margin.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ASCENSION SE WISCONSIN HOSPITAL, 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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $288,513
Program Service Revenue $0
Investment Income $73,148
Other Revenue $-8,037
TOTAL REVENUE $353,624

Expense Breakdown

Grants Paid $294,394
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $294,394
Other Expenses $330
TOTAL EXPENSES $294,724

Year-over-Year Comparison

2018 2017 Change
Revenue $353,624 $1,124,539 -0.7%
Expenses $294,724 $469,624 -0.4%
Net Income $58,900 $654,915 -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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Governance

Voting Members
9
Independent Members
6
Employees
N/A
Volunteers
30

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
8
$1,848,946
Total Directors
12
$1,610,544
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A CHAIR (END 2/2019) 1.0
Officer Director
$0 $0 $0
N/A VICE CHAIR (END 2/2019)/CHAIR (START 2/2019) 1.0
Officer Director
$0 $0 $0
N/A SECRETARY (END 11/2018) 1.0
Officer Director
$0 $0 $0
N/A SECRETARY (START 11/2018) 1.0
Officer Director
$0 $0 $0
N/A TREASURER (END 2/2019)/VICE CHAIR (START 2/2019) 1.0
Officer Director
$0 $0 $0
N/A TREASURER (START 2/2019) 0.0
Officer Director
$0 $39,058 $850,374
N/A EX-OFFICIO 0.0
Director
$0 $45,867 $356,247
N/A EX-OFFICIO 0.0
Director
$0 $43,734 $403,923
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR (END 11/2018) 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 CFO, MINISTRY MARKET 0.0
Officer
$0 $42,773 $654,433
N/A MINISTRY MARKET VP, FOUNDATION DEVELOPMENT 0.0
Officer
$0 $34,735 $344,139
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
2019 $353,624 $294,724 $5,016,616 $58,900
2018 $1,124,539 $469,624 $4,570,302 $654,915
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