Civic Intelligence

Marianjoy Foundation Inc

990 • Fiscal year 2011 • EIN 35-2165613

Jul 01, 2010 to Jun 30, 2011 • Filed on May 15, 2012

26W171 Roosevelt Road60187-6078
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

91st percentile

45%

Faster asset growth than 91% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,877,490

Up $893,143 (+45%) from 2010

Net Assets

Up

$2,703,147

Up $774,693 (+40%) from 2010

Liabilities

Up

$174,343

Up $118,450 (+212%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$542,975

Up $67,952 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,984,347Liabilities 2010: $55,893Net Assets 2010: $1,928,4542010Assets 2011: $2,877,490Liabilities 2011: $174,343Net Assets 2011: $2,703,1472011Assets 2012: $3,439,379Liabilities 2012: $59,958Net Assets 2012: $3,379,4212012Assets 2013: $4,698,091Liabilities 2013: $65,760Net Assets 2013: $4,632,3312013Assets 2014: $5,170,136Liabilities 2014: $83,518Net Assets 2014: $5,086,6182014Assets 2015: $4,630,033Liabilities 2015: $0Net Assets 2015: $4,630,0332015

Highlighted filing

2011

Assets$2,877,490
Liabilities$174,343
Net Assets$2,703,147

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $475,0232010Expenses 2011: $542,9752011Expenses 2012: $428,0482012Expenses 2013: $510,5512013Revenue 2014: $2,205,786Expenses 2014: $1,751,499Net Income 2014: $454,2872014Revenue 2015: $4,632,203Expenses 2015: $5,088,788Net Income 2015: -$456,5852015

Highlighted filing

2011

Revenue-
Expenses$542,975
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 15, 2012
Return Version
2010v3.7
Gross Receipts
$1,435,964
Mission and Program Overview

Mission

As a member of wheaton franciscan healthcare, our affiliates strive to live out the healing ministry of jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the employer of choice, and the preferred partner of physicians.

Major Activities

Activity 2
Program service investment income
Filing and Contact Details

Filer

EIN
35-2165613
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IRS990/ActivityOrMissionDescription0THE MARIANJOY FOUNDATION IS DEDICATED TO RAISING AND DISTRIBUTING FUNDS TO HELP SUPPORT MARIANJOY'S MISSION OF SERVING PEOPLE WITH DISABILITIES.
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IRS990/Description0WHEATON FRANCISCAN SERVICES, INC. (WFSI) is a Catholic, not-for-profit health care and housing organization serving at sites in Wisconsin, Iowa, Illinois, and Colorado. The System includes 18 hospital sites, three transitional and extended-care facilities, two home health agencies, nearly 3,500 physicians, more than 70 clinic sites with 770 employed physicians, and approximately 2,800 units of assisted living and other housing, and the corporate services offices in Wheaton, Illinois, and Glendale, Wisconsin. Started more than 125 years ago and formally incorporated in 1983, WFSI is committed to living out the Mission and Values of its Sponsors, the Wheaton Franciscan Sisters, by providing excellent and compassionate health care and housing services to all, regardless of their ability to pay. WFSI was incorporated in 1983 to preserve and strengthen Judeo-Christian values, provide a framework for lay expertise and involvement, respond to an increasingly complex environment, ensure continuity of Franciscan sponsorship, and assure viability and excellence throughout the organization. As a not-for-profit organization, WFSI reinvests all net income into the communities it serves. Its multiple entities are dedicated to delivering quality health care to patients and residents through highly-trained staff, advanced technology, and superior and compassionate service; caring for each person's body, mind, and spirit with respect and dignity; working to improve the health of the communities; and ensuring health care access for everyone. WFSI is organized into market-based regional holding companies organized in the Southeast, Wisconsin region, the Fox Valley, Wisconsin region, as well as other regional holding companies conducting services in Illinois, Iowa, and Colorado. The System's housing and spiritual development services are organized under the holding company name of Franciscan Ministries, Inc. Since 2006, the "doing business as" name for WFSI's health care ministry has been Wheaton Franciscan Healthcare (WFH). In 2011 Wheaton Franciscan Healthcare in Southeast Wisconsin was recognized as one of the nation's top 25 most efficient, best-performing health care networks by SDI, the nation's premier integrated health network evaluation system. Wheaton Franciscan Healthcare ranked as the top integrated system in Southeast Wisconsin, is among the top 10 in the Midwest, and ranked 23 nationally. Other national recognitions include being named one of the best performing 50 systems in Thompson Reuters' 100 Top Hospitals: Health Systems Quality/Efficiency Study in 2009. Wheaton Franciscan Healthcare also received a 2009 VIP Award from McKesson Technology Solutions for its success in using information technology to enhance patient safety across nine hospital sites and more than 100 physician offices. The VIP Awards are presented annually to organizations that demonstrate vision, innovation and performance in the use of healthcare IT. Wheaton Franciscan Healthcare was one of five health care organizations selected by a panel of experts in the field of health care IT use to receive the award. Please see our full 2011 Annual Report online at: http://www.wfhealthcare.org/Wheaton/Documents/2011AnnualReport.pdf CORPORATE STRUCTURE: Parent Company: Wheaton Franciscan Services, Inc. DBA Wheaton Franciscan Healthcare Health care ministry: Wheaton Franciscan Healthcare Housing ministry: Franciscan Ministries, Inc. Health Care Mission: Wheaton Franciscan Healthcare is committed to living out the healing ministry of Jesus by providing exceptional and compassionate health care service that promotes the dignity and well being of the people we serve. Health Care Vision: Our health ministries will be recognized in each community we serve for superior and compassionate patient service, clinical excellence, as the health care employer of choice, and the preferred partner of physicians. Housing Mission: Franciscan Ministries is committed to providing quality and
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IRS990/MissionDescription0AS A MEMBER OF WHEATON FRANCISCAN HEALTHCARE, OUR AFFILIATES STRIVE TO LIVE OUT THE HEALING MINISTRY OF JESUS WHILE PROVIDING EXCEPTIONAL AND COMPASSIONATE HEALTHCARE SERVICES THAT PROMOTE THE DIGNITY AND WELL-BEING OF THE PATIENTS AND COMMUNITIES WE SERVE. OUR VISION IS TO BE RECOGNIZED FOR SUPERIOR HEALTHCARE SERVICE, CLINICAL EXCELLENCE, AS THE EMPLOYER OF CHOICE, AND THE PREFERRED PARTNER OF PHYSICIANS.
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IRS990ScheduleC/Form990ScheduleCPartIV/Explanation0Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of healthcare and housing organizations that are related through a common parent organization. Certain entities within this controlled group engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs one full time Vice President of Strategic Planning and Government Relations whose duties include a portion of lobbying activities. These lobbying activities approximate 20% of total annual salary. A benefits factor of 25% is added, and the total is allocated amongst the organizations receiving the benefit of these services. The lobbying activities include such things as preservation of Medicare and Medicaid funding; monitoring federal legislation that may impact the organization; participating in and coordinating visits with elected officials; coordinating advocacy activities in conjunction with relevant trade associations; and providing awareness on specific state related legislative issues when the need arises (e.g.: state hospital assessment legislation in Wisconsin). The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been added or estimated, as appropriate. Lobbying expenses incurred by each organization directly, are reflected on their respective IRS Form 990, and can be summarized as follows: Wheaton Franciscan Services, Inc. #36-3262111 $72,014 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $32,020 Wheaton Franciscan, Inc. (formerly Wheaton Franciscan Healthcare - St. Joseph, Inc. and The Wisconsin Heart Hospital, Inc.) #39-0816857 $10,381 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 $7,924 Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. #39-0853528 $4,012 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $8,234 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $1,516 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $962 Marianjoy, Inc. #36-3483589 $3,746 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $11,814 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $3,746 Covenant Medical Center, Inc. #42-1264647 $27,090 Sartori Hospital, Inc. #42-0758901 $5,146 Mercy Hospital, Inc. #42-1178403 $2,400 TOTAL LOBBYING EXPENSES: $191,005
IRS990ScheduleC/Form990ScheduleCPartIV/Identifier0OTHER ACTIVITIES
IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference0FORM 990 PART II-B, LINE 1I
IRS990ScheduleC/GrantsOtherOrganizations0false
IRS990ScheduleC/MailingsMembers0false
IRS990ScheduleC/MediaAdvertisements0false
IRS990ScheduleC/NotDescribedIn501c30false
IRS990ScheduleC/OtherActivities0true
IRS990ScheduleC/OtherActivitiesAmount00
IRS990ScheduleC/PaidStaffOrManagement0false
IRS990ScheduleC/PublicationsOrBroadcast0false
IRS990ScheduleC/RalliesDemonstrations0false
IRS990ScheduleC/TotalLobbyingExpendituresIIB00
IRS990ScheduleC/Volunteers0false
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1090341
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent20177741
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal0268082
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents0118296
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1024253
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents024253
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent10147970
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent20208859
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal0356829
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1057629
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2031118
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents088747
IRS990ScheduleG/EventsInformation/NameOfEvent10GOLF OUTING
IRS990ScheduleG/EventsInformation/NameOfEvent20GALA
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-29549
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent109484
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents09484
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent102714
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2026835
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents029549
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1023892
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent2031118
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents055010
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents00
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant046000
IRS990ScheduleI/Form990ScheduleIPartIII/MethodOfValuation0FMV
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients037
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Wheaton Franciscan Healthcare and Franciscan Ministries maintain files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare and/or Franciscan Ministries. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare or housing related activities within the Southeast Wisconsin, Iowa, and Illinois markets, supporting programming that work to further diversity and cultural competency, aligning with other WFH business relationships or service lines, supporting student academic achievement or workforce development initiatives, and finally, supporting environmental "green" initiatives. Leaders periodically meet with representatives of sponsored organizations to discuss objectives including how dollars will be spent. Currently, confirmation letters are sent to sponsored organizations when award dollars are given,n that confirm the dollar amount awarded and the intended purpose, with a request that the recipient acknowledge receipt of the funds in written correspondence. Files are maintained in the Organizational Change and Leadership Performance Department to include copies of letters of request, award and denial letters along with acknowledgement receipts from sponsored organizations.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0GENERAL INFORMATION ON GRANTS AND ASSISTANCE
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0FORM 990 SCHEDULE I, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1026W171 ROOSEVELT RD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1126W171 ROOSEVELT ROAD
IRS990ScheduleI/RecipientTable/AddressUS/City0WHEATON
IRS990ScheduleI/RecipientTable/AddressUS/City1WHEATON
IRS990ScheduleI/RecipientTable/AddressUS/State0IL
IRS990ScheduleI/RecipientTable/AddressUS/State1IL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode060187
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode160187
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0294770
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1198385

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