WHEATON FRANCISCAN - ELMBROOK MEMORIAL FOUNDATION INC

EIN: 392028808 501(c)(3)

BROOKFIELD, WI

Total Revenue
$187,021
Total Expenses
$163,455
Total Assets
$1,654,716
Net Assets
$1,647,177
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
WI
Phone
3147338000
Tax Period
2018-07-01 to 2019-06-30

WHEATON FRANCISCAN - ELMBROOK MEMORIAL FOUNDATION INC, founded in 2001, is a small nonprofit that reported $187K in total revenue in fiscal year 2018. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $163K left a modest 13% surplus.

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 $209,464
Program Service Revenue $0
Investment Income $21,258
Other Revenue $-43,701
TOTAL REVENUE $187,021

Expense Breakdown

Grants Paid $162,844
Salaries & Benefits $0
Fundraising Expenses $61
Program Expenses $163,363
Other Expenses $611
TOTAL EXPENSES $163,455

Year-over-Year Comparison

2018 2017 Change
Revenue $187,021 $411,520 -0.5%
Expenses $163,455 $136,909 +0.2%
Net Income $23,566 $274,611 -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
70

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 $187,021 $163,455 $1,654,716 $23,566
2018 $411,520 $136,909 $1,490,827 $274,611
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