ThedaCare Family of Foundations Inc

EIN: 464112255 501(c)(3) Philanthropy & Grantmaking

Appleton, WI

Total Revenue
$7,711,415
Total Expenses
$6,699,983
Total Assets
$70,833,850
Net Assets
$64,673,973
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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
2013
Legal Domicile
WI
Phone
9207386506
Tax Period
2024-07-01 to 2025-06-30

ThedaCare Family of Foundations Inc, founded in 2013, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.7M in total revenue in fiscal year 2024. Revenue surged 280% from the prior year, signaling strong growth momentum. Expenses of $6.7M left a modest 13% surplus.

Mission

ENRICHING HEALTHCARE EXPERIENCES BEYOND EXPECTATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,634,321
Program Service Revenue $0
Investment Income $4,093,458
Other Revenue $-16,364
TOTAL REVENUE $7,711,415

Expense Breakdown

Grants Paid $4,676,627
Salaries & Benefits $1,347,993
Fundraising Expenses $1,485,428
Program Expenses $4,676,627
Other Expenses $675,363
TOTAL EXPENSES $6,699,983

Year-over-Year Comparison

2024 2023 Change
Revenue $7,711,415 $2,027,830 +2.8%
Expenses $6,699,983 $5,611,042 +0.2%
Net Income $1,011,432 $-3,583,212 -1.3%
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

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Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
8

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
6
$7,154,494
Total Directors
10
$1,549,484
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN LARSON TREASURER, BOARD MEMBER 1.0
Officer Director
$0 $0 $0
MIRA LLIESCU-LEVINE MD BOARD MEMBER, CHIEF OPERATING MEDICAL OFFICER BEG 06/25 1.0
Officer Director
$0 $49,079 $628,920
SHELLY CLARK PRESIDENT, BOARD MEMBER 1.0
Officer Director
$0 $0 $0
DENISE BURKETT PAST PRESIDENT, BOARD MEMBER 1.0
Director
$0 $0 $0
GENEVIVE SHIELDS BOARD MEMBER BEG 03/25 1.0
Director
$0 $0 $0
MATTHEW WILLE MD CHIEF OPERATING OFFICER, BOARD MEMBER END 05/25 1.0
Director
$0 $195,657 $920,564
MELISSA SYLTE BOARD MEMBER 1.0
Director
$0 $0 $0
MICHAEL SLEEPER BOARD MEMBER 1.0
Director
$0 $0 $0
RON THIRY BOARD MEMBER 1.0
Director
$0 $0 $0
TIM GALLOWAY BOARD MEMBER 1.0
Director
$0 $0 $0
BARBARA BEUSCHER SVP, CHIEF PHILANTHROPY OFFICER 40.0
Officer
$0 $105,045 $485,167
IMRAN ANDRABI MD PRESIDENT & CEO - SYSTEM 1.0
Officer
$0 $647,039 $5,238,377
WILLIAM FLETT CHIEF FINANCIAL OFFICER 1.0
Officer
$0 $178,131 $802,030
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 $7,711,415 $6,699,983 $70,833,850 $1,011,432
2024 $2,027,830 $5,611,042 $66,534,164 $-3,583,212
2023 $6,200,427 $3,217,911 $64,635,806 $2,982,516
2022 $6,063,287 $5,813,686 $73,590,468 $249,601
2021 $25,439,996 $42,594,765 $89,256,611 $-17,154,769
2020 $6,344,506 $2,194,896 $76,456,966 $4,149,610
2019 $5,355,190 $5,387,726 $70,175,553 $-32,536
2018 $4,584,480 $2,975,469 $58,329,600 $1,609,011
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