FRANCISCAN FOUNDATION

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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

1986

Legal Domicile

Principal Officer

JEANNE JACHIM

Phone

2536803687

Tax Period

2024-07-01 to 2025-06-30

FRANCISCAN FOUNDATION, founded in 1986, is a community nonprofit in the Health Care sector that reported $6.6M in total revenue in fiscal year 2024. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 34% operating margin.

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $3,855,935 Revenue: $0

CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,799,302

Program Service Revenue $0

Investment Income $1,748,587

Other Revenue $74,856

TOTAL REVENUE $6,622,745

Expense Breakdown

Grants Paid $3,706,575

Salaries & Benefits $0

Fundraising Expenses $129,795

Program Expenses $3,855,935

Other Expenses $632,891

TOTAL EXPENSES $4,339,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,622,745	$2,885,984	+1.3%
Expenses	$4,339,466	$1,528,407	+1.8%
Net Income	$2,283,279	$1,357,577	+0.7%

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

$1,645,799

Total Directors

$7,647,763

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KETUL PATEL	EX OFFICIO/CEO VMFH & PRESIDENT NW REGION	2.00	Director	$0	$88,958	$5,754,859
DAVID NOSACKA	SVP&CFO NORTHWEST REGION	2.00	Officer	$0	$61,972	$934,282
JANE BUCKNER MD	TRUSTEE	2.00	Director	$0	$34,193	$696,232
MARIKO KITA MD	TRUSTEE	2.00	Director	$0	$21,039	$599,667
JEANNE JACHIM	REGION CHIEF PHILANTHROPY OFFICER-NW	40.00	Officer Director	$0	$42,423	$597,005
SHARON ROYNE	FORMER INTERIM PRESIDENT	0.00		$0	$38,829	$445,378
CAROLINE LEUNG	FORMER CORPORATE TREASURER/ACCTG DIRECTOR FHS	0.00		$0	$33,790	$250,716
DENISE DOLAK	FORMER SECRETARY/EXECUTIVE ASSISTANT	0.00		$0	$23,003	$123,035
DEBBIE GORDON	CORPORATE SECRETARY/EXECUTIVE ASSISTANT	2.00	Officer	$0	$27,915	$114,512
JANA ARNOLD	CHAIR	2.00	Officer Director	$0	$0	$0
PAMELA BAADE	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD BANGERT II	TRUSTEE	2.00	Director	$0	$0	$0
LARRY BJORK	TRUSTEE (THRU 12/24)	2.00	Director	$0	$0	$0
CAROL BOSTON-FLEISCHHAUER JD MS BSN	TRUSTEE	2.00	Director	$0	$0	$0
CLEMENCIA CASTRO-WOOLERY	TRUSTEE (THRU 12/24)	2.00	Director	$0	$0	$0
PHILIP CONDIT	CO-CHAIR (THRU 1/25)/TRUSTEE	2.00	Officer Director	$0	$0	$0
JOSHUA GREEN III	TRUSTEE	2.00	Director	$0	$0	$0
PAMELA GREEN	TRUSTEE	2.00	Director	$0	$0	$0
JEAN-FRANOIS HEITZ	TRUSTEE	2.00	Director	$0	$0	$0
KATERINA HUBKA	TRUSTEE	2.00	Director	$0	$0	$0
MINAKSHI KRISHNA VELAMOOR	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT LEMON	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD MARTINEZ	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MILLEGAN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN OPPENHEIMER	CO-CHAIR (THRU 1/25)/TREASURER	2.00	Officer Director	$0	$0	$0
KRISTI PANGRAZIO	TRUSTEE	2.00	Director	$0	$0	$0
ANGELA TRELEVEN	TRUSTEE	2.00	Director	$0	$0	$0
GEORGE TREPERINAS	TRUSTEE	2.00	Director	$0	$0	$0

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	$6,622,745	$4,339,466	$37,629,223	$2,283,279
2024	No data	No data	No data	No data
2023	$2,057,186	$1,331,923	$31,371,736	$725,263
2022	$3,329,534	$2,767,836	$29,667,493	$561,698
2021	$3,841,785	$5,243,935	$31,675,220	$-1,402,150
2020	$3,244,388	$6,776,131	$20,498,151	$-3,531,743
2019	$3,675,006	$3,529,998	$22,400,501	$145,008
2018	$6,526,103	$5,206,906	$23,291,100	$1,319,197