FRANCISCAN SHORE INC

EIN: 922960344 501(c)(3) Health Care

ST FRANCIS, WI

Total Revenue
$3,768,843
Total Expenses
$3,051,720
Total Assets
$1,030,309
Net Assets
$1,005,309
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
WI
Principal Officer
MICHAEL BANGS
Phone
4147478500
Tax Period
2024-08-01 to 2025-07-31

FRANCISCAN SHORE INC, founded in 2023, is a community nonprofit in the Health Care sector that reported $3.8M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $717K, a strong 19% operating margin.

Mission

IN THE FRANCISCAN TRADITION, FRANCISCAN SHORE STRIVES TO PROVIDE AND OFFER SUPERIOR SERVICES TO OLDER ADULTS IN ANASSISTED LIVING SETTING, CREATING A HOME-LIKE ENVIRONMENT, HONORING THEIR WISHES, MAINTAINING THEIR DIGNITY, ANDRESPECTING THEIR RIGHTS.FRANCISCAN SHORE PROMOTES A HIGH-QUALITY OF LIFE FOR ALL RESIDENTS BASED ON THE FOLLOWING VALUES:. PROVIDING HOSPITALITY AND SERVICE FOR ALL MEMBERS OF THE COMMUNITY . FOSTERING A CLIMATE OF COMPASSION, PEACE, SUPPORT, AND TRUST. RESPECTING THE VALUE OF HUMAN AND NATURAL RESOURCES.OUR SERVICE IS GUIDED BY THE FOLLOWING CONCEPTS:. ADVOCATE FOR THE UNDERSERVED AND VULNERABLE. AGING-IN-PLACE WITH GRACE. COLLABORATION. COMPASSION FOR ALL. WHOLE-PERSON/PERSON-DIRECTED SERVICE

Program Service Accomplishments

Program 1
Expenses: $3,028,968 Revenue: $2,369,640

PROVIDE FAITH-BASED ASSISTED LIVING AND MEMORY CARE TO RELIGIOUS ORDERS, DIOCESAN PRIESTS AND THE GENERAL PUBLIC. THE SOUTH CAMPUS IS A CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX ("RCAC") WITH THE...

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PROVIDE FAITH-BASED ASSISTED LIVING AND MEMORY CARE TO RELIGIOUS ORDERS, DIOCESAN PRIESTS AND THE GENERAL PUBLIC. THE SOUTH CAMPUS IS A CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX ("RCAC") WITH THE STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES. SINCE THE END OF THE FISCAL YEAR, THE NORTH CAMPUS WAS LICENSED AS A COMMUNITY BASED RESIDENTIAL FACILITY ("CBRF") ON FEBRUARY 19, 2026.

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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 $1,380,169
Program Service Revenue $2,369,640
Investment Income $9,756
Other Revenue $9,278
TOTAL REVENUE $3,768,843

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,028,968
Other Expenses $3,051,720
TOTAL EXPENSES $3,051,720

Year-over-Year Comparison

2024 2023 Change
Revenue $3,768,843 $2,884,385 +0.3%
Expenses $3,051,720 $2,938,745 +0.0%
Net Income $717,123 $-54,360 -14.2%
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
6
Independent Members
6
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
4
$123,953
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARY BENNETTS CFO 1.00
Officer
$0 $0 $79,174
JOHN GEORGE ADMINISTRATOR 1.00
Officer
$0 $0 $44,779
MR DANIEL J SCHOLZ CHAIR 1.00
Officer Director
$0 $0 $0
MS BECKY PINTER VICE CHAIR 1.00
Officer Director
$0 $0 $0
MS KRISTIN JENSEN DIRECTOR 1.00
Director
$0 $0 $0
SR ROSE-MARIE KLOTZ DIRECTOR 1.00
Director
$0 $0 $0
MS ANNETTE SKAFGAARD DIRECTOR 1.00
Director
$0 $0 $0
MS NICOLE STYLES DIRECTOR 1.00
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 $3,768,843 $3,051,720 $1,030,309 $717,123
2024 $2,884,385 $2,938,745 $330,186 $-54,360
2023 $591,189 $248,643 $342,546 $342,546
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