WHEATON FRANCISCAN - ST JOSEPH FOU… - 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

1984

Legal Domicile

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

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: $294,394 Revenue: $0

WHEATON FRANCISCAN - ST. JOSEPH FOUNDATION SUPPORTS A NUMBER OF PROJECTS AFFILIATED WITH THE HOSPITAL. THE FOUNDATION SOLICITS PHILANTHROPIC CONTRIBUTIONS ON BEHALF OF THE HOSPITAL DEPARTMENTS AND...

WHEATON FRANCISCAN - ST. JOSEPH FOUNDATION SUPPORTS A NUMBER OF PROJECTS AFFILIATED WITH THE HOSPITAL. THE FOUNDATION SOLICITS PHILANTHROPIC CONTRIBUTIONS ON BEHALF OF THE HOSPITAL DEPARTMENTS AND FACILITIES LISTED ABOVE AND ENGAGES IN ACTIVITIES TO BENEFIT THE GENERAL COMMUNITY AS WELL. FUNDRAISING EFFORTS HELP TO MAKE MANY VALUABLE SERVICES POSSIBLE, INCLUDING FREE OR DISCOUNTED HEALTH CARE SERVICES FOR LOW-INCOME INDIVIDUALS, TARGETED SERVICES TO SENIOR PATIENTS, AND SCHOLARSHIPS TO ENHANCE THE PROFESSIONAL DEVELOPMENT OF WHEATON FRANCISCAN STAFF.

Program 2

The Wheaton Franciscan - St. Joseph Hospital Campus is a 501(c)(3) charitable organization that aims to connect donors with initiatives benefiting the health and well-being of our community, in an...

The Wheaton Franciscan - St. Joseph Hospital Campus is a 501(c)(3) charitable organization that aims to connect donors with initiatives benefiting the health and well-being of our community, in an effort to enhance the exceptional and compassionate health care services provided by our physicians, nurses, and staff at St. Joseph Campus and our outpatient centers: Wheaton Franciscan - Wauwatosa and Brown Deer Campuses. Our mission is to support the St. Joseph Hospital Campus by promoting and strengthening the image, role and identity of St. Joseph to others, generating resources for St. Joseph through focused cultivation, and fundraising and being responsible stewards of the Foundation assets.

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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 (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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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

$1,848,946

Total Directors

$1,610,544

Key Employees

Highest Compensated

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

WHEATON FRANCISCAN - ST JOSEPH FOUNDATION INC