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

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: $163,363 Revenue: $0

AS A PART OF ASCENSION WISCONSIN, WHEATON FRANCISCAN - ELMBROOK MEMORIAL FOUNDATION, INC. SUPPORTS A NUMBER OF PROJECTS AFFILIATED WITH THE HOSPITAL. THE FOUNDATION SOLICITS PHILANTHROPIC...

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AS A PART OF ASCENSION WISCONSIN, WHEATON FRANCISCAN - ELMBROOK MEMORIAL FOUNDATION, INC. SUPPORTS A NUMBER OF PROJECTS AFFILIATED WITH THE HOSPITAL. THE FOUNDATION SOLICITS PHILANTHROPIC CONTRIBUTIONS ON BEHALF OF THE HOSPITAL DEPARTMENTS AND FACILITIES AND ENGAGES IN ACTIVITIES TO BENEFIT THE GENERAL COMMUNITY. 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 HEALTHCARE STAFF.

Program 2

THE ELMBROOK FOUNDATION ACTIVELY BUILDS AND SUSTAINS PHILANTHROPIC SUPPORT FOR THE ADVANCEMENT OF HEALTH CARE IN THE SURROUNDING COMMUNITIES. FULFILLING THAT MISSION MEANS THE FOUNDATION CAN PROVIDE...

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THE ELMBROOK FOUNDATION ACTIVELY BUILDS AND SUSTAINS PHILANTHROPIC SUPPORT FOR THE ADVANCEMENT OF HEALTH CARE IN THE SURROUNDING COMMUNITIES. FULFILLING THAT MISSION MEANS THE FOUNDATION CAN PROVIDE THE PROGRAMS AND SERVICES THE PATIENTS NEED AND WILL CONTINUE TO CARE FOR EVERYONE WHO WALK THROUGH THE DOORS - REGARDLESS OF THEIR ABILITY TO PAY. THE FOUNDATION ADVANCES ASCENSION'S MISSION BY SECURING FUNDS TO SUSTAIN AND ENHANCE ASCENSION SE WISCONSIN HOSPITAL - ELMBROOK CAMPUS' EXCEPTIONAL HEALTH CARE SERVICES. GIFTS FROM DONORS HAVE FUNDED MANY ADVANCES IN CARE SUCH AS: HELPING SAVE THE LIVES OF CANCER PATIENTS BY PROVIDING THE LATEST TECHNOLOGY IN RADIATION ONCOLOGY. OFFERING WOMEN A WIDE VARIETY OF STATE-OF-THE-ART BREAST HEALTH TESTING INCLUDING MAMMOGRAPHY, ULTRASOUND AND BIOPSY AT THE PAVLIC CENTER. ENABLING THE HIGHLY EDUCATED MEDICAL STAFF TO BE WELL-EQUIPPED WITH THE MOST CURRENT KNOWLEDGE AND SKILLS THROUGH CONTINUING EDUCATION FUNDED BY THE FOUNDATION. THE FOUNDATION ALSO HELPS SUSTAIN ASCENSION ELMBROOK HOSPITAL'S CHARITABLE CARE PROGRAM, WHICH CONTRIBUTES ANNUALLY TO THE HEALTH CARE NEEDS OF LOW-INCOME, UNINSURED, UNDER-INSURED OR OTHER VULNERABLE PATIENTS IN OUR COMMUNITY. ADDITIONAL FOUNDATION FUNDS ASSIST ELMBROOK HOSPITAL'S COMMUNITY SUPPORT GROUPS AND HEALTH CARE SCREENINGS.

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Trantor Score

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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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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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