WHEATON FRANCISCAN HEALTHCARE - CIRCLE OF LIFE FOUNDATION INC (EIN 562426294) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Phone

3147338000

Tax Period

2018-07-01 to 2019-06-30

WHEATON FRANCISCAN HEALTHCARE - CIRCLE OF LIFE FOUNDATION INC, founded in 2004, is a micro nonprofit that reported $10K in total revenue in fiscal year 2018. Revenue decreased 18% compared to the prior year.

Mission

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $6,219

Program Service Revenue $0

Investment Income $3,637

Other Revenue $0

TOTAL REVENUE $9,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	$9,856	$12,044	-0.2%
Expenses	N/A	$1,981	-1.0%
Net Income	N/A	$10,063	N/A

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

$2,224,253

Total Directors

$2,396,609

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT	0.0	Officer Director	$0	$42,170	$941,550
N/A	TREASURER/CFO, MINISTRY MARKET	0.0	Officer Director	$0	$42,773	$654,433
N/A	DIRECTOR	0.0	Director	$0	$39,289	$800,626
N/A	DIRECTOR	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	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	SECRETARY	0.0	Officer	$0	$37,787	$284,131
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	$9,856	No data	$320,882	No data
2018	$12,044	$1,981	$320,243	$10,063

WHEATON FRANCISCAN HEALTHCARE - CIRCLE OF LIFE FOUNDATION INC