Civic Intelligence

Wheaton Franciscan Sisters Foundation Inc

990 • Fiscal year 2010 • EIN 39-1471463

Jul 01, 2009 to Jun 30, 2010 • Filed on Apr 30, 2011

Organization Profilewww.wfhealthcare.org
PO Box 66760187-0667
Siviq Scores

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

Liabilities / Assets

1st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets1st percentile

Assets

$41,986,404

No earlier filing loaded for comparison.

Net Assets

$41,986,404

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,202,210

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300M$200M$100M$0Assets 2010: $41,986,404Liabilities 2010: $0Net Assets 2010: $41,986,4042010Assets 2011: $42,951,979Liabilities 2011: $287,489Net Assets 2011: $42,664,4902011Assets 2012: $165,630,728Liabilities 2012: $350,514Net Assets 2012: $165,280,2142012Assets 2013: $168,909,208Liabilities 2013: $428,132Net Assets 2013: $168,481,0762013Assets 2014: $174,312,546Liabilities 2014: $534,083Net Assets 2014: $173,778,4632014Assets 2015: $176,480,465Liabilities 2015: $453,450Net Assets 2015: $176,027,0152015Assets 2016: $274,690,323Liabilities 2016: $582,676Net Assets 2016: $274,107,6472016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2010

Assets$41,986,404
Liabilities$0
Net Assets$41,986,404
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400M$200M$0-$200M-$400MExpenses 2010: $1,202,2102010Expenses 2011: $3,163,5082011Expenses 2012: $2,886,2952012Revenue 2013: $10,484,529Expenses 2013: $6,624,459Net Income 2013: $3,860,0702013Revenue 2014: $12,917,071Expenses 2014: $6,538,133Net Income 2014: $6,378,9382014Revenue 2015: $9,325,005Expenses 2015: $7,076,453Net Income 2015: $2,248,5522015Revenue 2016: $10,788,316Expenses 2016: $7,632,016Net Income 2016: $3,156,3002016Revenue 2017: $58,308,083Expenses 2017: $351,753,766Net Income 2017: -$293,445,6832017

Highlighted filing

2010

Revenue-
Expenses$1,202,210
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Apr 30, 2011
Return Version
2009v1.7
Gross Receipts
$43,833,460
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 healthcare employer of choice, and the preferred partner of physicians.

Filing and Contact Details

Filer

EIN
39-1471463
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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 campuses, three transitional and extended-care facilities, two home health agencies, more than 3,500 physicians, 70 clinic sites with approximately 600 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 2010 Wheaton Franciscan Healthcare in Southeast Wisconsin was recognized as one of the nation's top 30 most efficient, best-performing health care networks by SDI, the nation's premier integrated health network evaluation system. The Southeast Wisconsin region was also named by Becker's Hospital Review as one of the "50 Integrated Delivery Systems to Know." 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 2010 Annual Report online at: http://www.wfhealthcare.org/Wheaton/Documents/2010AnnualReport_001. 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 afford
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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 $62,671 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $31,571 Wheaton Franciscan, Inc. (formerly Wheaton Franciscan Healthcare - St. Joseph, Inc. and The Wisconsin Heart Hospital, Inc.) #39-0816857 $16,252 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 #13,312 Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. #39-0853528 $6,739 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $14,012 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $1,530 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $1,726 Marianjoy, Inc. #36-3483589 $3,750 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $13,364 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $3,750 Covenant Medical Center, Inc. #42-1264647 $25,385 Sartori Hospital, Inc. #42-0758901 $5,270 Mercy Hospital, Inc. #42-1178403 $2,354 TOTAL LOBBYING EXPENSES: $201,686
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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. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare 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 meets 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 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.
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10SET Ministry
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11Franciscan Ministries Community Foundation
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12Wheaton Franciscan Services Inc
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13WFH-Marian Franciscan Center Inc
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Schedule J, Part I, Line 3 The compensation of the filing organization's CEO and/or the Executive Director is determined at the parent organization level, using the process described in Schedule O related to Part VI Section B Line 15. The parent organization, Wheaton Franciscan Services, Inc. (FEIN: 36-3262111) uses a compensation committee, independent compensation consultants, and compensation surveys and studies to determine appropriate levels of compensation that are reflective of fair market value. All compensation is approved by the board and/or compensation committee. Schedule J, Part I, Line 4b John Oliverio received a 2009 taxable payout of $346,993 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Supplemental Information Schedule J
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0VARIOUS - SEE BELOW
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0John Oliverio
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1Richard Canter
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2Jonathan Sohn
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3William Blum
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4Jon Wachs
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IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990, PART VI, SECTION A, LINES 6-7B OSF Services, Inc has two members, a corporate member and a Managing Member; both of which hold several reserved powers over OSF Services, Inc. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, approval of certain financial expenditures in accordance with policy, and approval of budgets and strategic plans; these approvals are based on recommendations from the governing body. FORM 990, PART VI, SECTION B, LN 10 Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. FORM 990, PART VI, SECTION B, LN 11 Affiliates of Wheaton Franciscan Healthcare use a multiple-level review process on all Federal and State information and tax returns to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Department prepares Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by the Accounting Director, who focuses on the income statement and balance sheet items, and all schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Accounting, the return is provided to the Tax Department, where the Tax Manager and Vice President of Treasury and Risk Management focus their review on consistency of reporting between all returns, accuracy of tax related information, and explanation and understanding of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule K, Schedule H, and Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully and as needed. This decision will vary from year to year, again based on many factors. The Tax Department, upon completion of all levels of review, will schedule an appointment with the Senior Vice President and CFO, who will perform a review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors. The parent organization, Wheaton Franciscan Services, Inc. has designated that the Audit Committee review the parent return in certain years. This is a cursory review, where the 990 is explained at a high level by management representatives, and any questions or concerns that the board have can be addressed. At a later date and prior to efiling, the full board is provided access to all 990's and 990-T's throughout the system via an online portal. A similar process exists at the regional holding company level - a 990 is selected for review in certain years by the Finance and Operations Committee. Similarly, the 990 (and accompanying 990-T if any) is explained at a high level, and board questions or concerns are addressed. Members of the full board are provided access to all 990's and
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990, PART VI, SECTION B, LN 16B OSF Services, Inc participated in one joint venture in furtherance of its exempt activities during the 10 fiscal year. Wheaton Franciscan Healthcare has several policies that govern entering into joint venture relationships and all governing documents of such joint ventures do include one or more safeguards to protect the tax-exempt status of OSF Services, Inc. FORM 990, PART VI, SECTION C, LN 19 Affiliates of Wheaton Franciscan Healthcare and Franciscan Ministries provide upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. Requests for information are considered on a case-by-case basis, and this process is outlined in our Public Disclosure Policy. As part of the requirements for tax exempt bond financing, the consolidated financial statements of Wheaton Franciscan Services, Inc. (#36-3262111), the parent corporation of Wheaton Franciscan Healthcare and Franciscan Ministries affiliates are required to be provided each quarter to the Municipal Securities Rule Making Board (MSRB). The vehicle used to accomplish this is through an external website (http://emma.msrb.org/) referred to as "EMMA" (Electronic Municipal Market Access System). The financial statements are uploaded each quarter to the website, and along with other information provided at the bond's inception, are available for viewing by the general public. SCHEDULE R FOOTNOES (1) Wheaton Franciscan Laboratories, Inc. was granted exempt status on 10/14/09 retroactive to 6/30/08. (2) Metro Physicians, Inc. was granted exempt status on 02/01/10 retroactive to 08/15/08. (3) Wheaton Franciscan Healthcare-Pharmacy Enterprises and Franciscan Woods, Inc. (formerly known as Wheaton Franciscan Healthcare-Marian Franciscan Center, Inc.) sold the assets of one of its skilled nursing care divisions to an unrelated third party on 09/30/09. (5) Effective 06/30/2009, The Wisconsin Heart Hospital Inc was merged with Wheaton Franciscan Healthcare - St Joseph, Inc.and the surviving corporation changed it's legal name to Wheaton Franciscan, Inc. (6) Wisconsin Heart and Vascular Clinics, SC was dissolved on 12/23/2009 and filed its final IRS Form 1120 for the calendar year ending December 31, 2009. SCHEDULE R OTHER NOTES The following entities are listed with NO DCE and the reason they are classifed as such: -Synergon Health System Inc: Two entities are involved (Rush Presbyterian and OSF Services Inc) but since neither has the ability to appoint a majority of the board, neither organization "controls". -UHS Inc: KHMC Community Board and OSF Services Inc are involved, but neither appoints a majority of board and KHMC is not an entity, it is a community board, so neither body "controls".
IRS990ScheduleO/GeneralExplanation/Identifier0SUPPLEMENTAL INFORMATION TO FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1Supplemental Info to Form 990 Continues
IRS990ScheduleO/GeneralExplanation/ReturnReference0Schedule O
IRS990ScheduleO/GeneralExplanation/ReturnReference1Schedule O
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1026 W 171 ROOSEVELT RD
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1133070 NORTH 51ST STREET STE 406

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$41,986,404
Liabilities
$0
Net assets
$41,986,404
Revenue
-
Expenses
$1,202,210
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$58.3$352$293
2016Detailed filing. Detailed filing data is available for this year.$275$0.58$274$10.8$7.63$3.16
2015Detailed filing. Detailed filing data is available for this year.$176$0.45$176$9.33$7.08$2.25
2014Detailed filing. Detailed filing data is available for this year.$174$0.53$174$12.9$6.54$6.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$169$0.43$168$10.5$6.62$3.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$166$0.35$165$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$0.29$42.7$3.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.0$0.00$42.0$1.20