Liabilities / Assets
7th percentile
Higher debt load relative to assets than 7% of similar nonprofits.
Wheaton Franciscan Sisters Foundation Inc
990 • Fiscal year 2011 • EIN 39-1471463
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$42,951,979
Up $965,575 (+2.3%) from 2010
Net Assets
Up$42,664,490
Up $678,086 (+1.6%) from 2010
Liabilities
Up$287,489
Up $287,489 from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$3,163,508
Up $1,961,298 (+163%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2010 to Jun 30, 2011
- Signed
- May 15, 2012
- Return Version
- 2010v3.7
- Gross Receipts
- $35,754,795
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.
Major Activities
- Activity 2
- OSF Services became responsible for the maintenance, grounds and housekeeping for the campus on which it resides.
Filing and Contact Details
Filer
- EIN
- 39-1471463
Raw XML AppendixShowing 400 of 1,465 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/Activity2/Description | 0 | OSF Services became responsible for the maintenance, grounds and housekeeping for the campus on which it resides. |
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| IRS990/Activity2/Revenue | 0 | 1869692 |
| IRS990/ActivityOrMissionDescription | 0 | OSF Services provides grants to programs and services which are devoted to promoting life and improving and protecting the health, welfare, and personal well-being of persons or businesses supported. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 26 W171 Roosevelt Rd |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Wheaton |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IL |
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| IRS990/Description | 0 | WHEATON 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/Form990PartVIISectionA/Title | 5 | Sr VP and Chief Financial Offi |
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| IRS990/MissionDescription | 0 | 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. |
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| IRS990/NameOfPrincipalOfficerPerson | 0 | JOHN D OLIVERIO |
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| IRS990/OtherExpenses/Description | 3 | MINOR EQUIPMENT |
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| IRS990ScheduleC/Form990ScheduleCPartIV/Explanation | 0 | Wheaton 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/Identifier | 0 | Supplemental Information Schedule C |
| IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference | 0 | Sch C Part IV in response to Sch C Pt II-B Line 1i |
| IRS990ScheduleC/GrantsOtherOrganizations | 0 | false |
| IRS990ScheduleC/MailingsMembers | 0 | false |
| IRS990ScheduleC/MediaAdvertisements | 0 | false |
| IRS990ScheduleC/NotDescribedIn501c3 | 0 | false |
| IRS990ScheduleC/OtherActivities | 0 | true |
| IRS990ScheduleC/OtherActivitiesAmount | 0 | 0 |
| IRS990ScheduleC/PaidStaffOrManagement | 0 | false |
| IRS990ScheduleC/PublicationsOrBroadcast | 0 | false |
| IRS990ScheduleC/RalliesDemonstrations | 0 | false |
| IRS990ScheduleC/TotalLobbyingExpendituresIIB | 0 | 0 |
| IRS990ScheduleC/Volunteers | 0 | false |
| IRS990ScheduleD/Equipment/BookValue | 0 | 63920 |
| IRS990ScheduleD/Equipment/Depreciation | 0 | 342264 |
| IRS990ScheduleD/Equipment/OtherCostOrOtherBasis | 0 | 406184 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 500836 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 678086 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 3163508 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | Equity Transfer of Fixed Assets $69,677 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | Part XI Recon of Change in Net Assets |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | Part XI, Ln 8 |
| IRS990ScheduleD/LeaseholdImprovements/BookValue | 0 | 121293 |
| IRS990ScheduleD/LeaseholdImprovements/Depreciation | 0 | 7592 |
| IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis | 0 | 128885 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 107573 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 107573 |
| IRS990ScheduleD/OtherAmount | 0 | 69677 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 10500000 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | INVESTMENT IN ST CATHERINE'S |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | C |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 107573 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 3664344 |
| IRS990ScheduleD/TotalAdjustments | 0 | 177250 |
| IRS990ScheduleD/TotalExpenses | 0 | 3163508 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 3163508 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 185213 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 10500000 |
| IRS990ScheduleD/TotalRevenue | 0 | 3664344 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 3664344 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 3163508 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 3771917 |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | Wheaton 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, 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/Identifier | 0 | Supplemental Information Schedule I |
| IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference | 0 | Schedule I Part I Line 2 |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 0 | PO Box 667 |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 1 | PO Box 667 |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 0 | Wheaton |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 1 | Wheaton |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | IL |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 1 | IL |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 601890667 |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 1 | 601890667 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 40000 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 1 | 350000 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 364456204 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 1 | 363262111 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSection | 1 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | Support programs |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 1 | Support programs |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | Franciscan Ministries Community Foundation |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 1 | Wheaton Franciscan Services Inc |
| IRS990ScheduleI/RecordsMaintained | 0 | true |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 2 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 0 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | false |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | false |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 4 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 5 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 176700 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 1 | 68100 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $42,951,979
- Liabilities
- $287,489
- Net assets
- $42,664,490
- Revenue
- -
- Expenses
- $3,163,508
- Net income
- -