Civic Intelligence

Wheaton Franciscan Sisters Foundation Inc

990 • Fiscal year 2013 • EIN 39-1471463

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

Organization Profilewww.wfhealthcare.org
PO Box 667SuiteWheaton, IL 60187-0667
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.04x

Higher debt load relative to revenue than 7% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

32nd percentile

2.0%

Faster asset growth than 32% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$168,909,208

Up $3,278,480 (+2.0%) from 2012

Net Assets

Up

$168,481,076

Up $3,200,862 (+1.9%) from 2012

Liabilities

Up

$428,132

Up $77,618 (+22%) from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

$10,484,529

No earlier filing loaded for comparison.

Expenses

Up

$6,624,459

Up $3,738,164 (+130%) from 2012

Net Income

$3,860,070

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2013

Assets$168,909,208
Liabilities$428,132
Net Assets$168,481,076
Open 2013 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

2013

Revenue$10,484,529
Expenses$6,624,459
Net Income$3,860,070
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.3
Gross Receipts
$172,451,972
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 is responsible for the maintenance, grounds and housekeeping for the campus on which it resides.
Activity 3
OSF Services, through the Clara Pfaender Fund, provides grants to programs and services which are devoted to promoting life and improving and protecting the health, welfare, and personal well-being of the persons or businesses supported.
Filing and Contact Details

Filer

EIN
39-1471463
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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/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 15 hospital sites*, three transitional and extended-care facilities, two home health agencies, more than 3,000 physicians, more than 70 clinic sites with 518 employed physicians, and approximately 2,620 units of assisted living and other housing, and the corporate services offices in Wheaton, Illinois, and Glendale, Wisconsin. Started more than 130 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, 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). 2012 marked the 11th consecutive year Wheaton Franciscan Healthcare in Southeast Wisconsin was named one of the top 100 most efficient, best performing health care networks in the nation, according to IMS (formerly SDI), the nation's premier integrated health network (IHN) evaluation system. The top 100 ranking is based on integration in areas such as managed care, information systems, and physician affiliations. Wheaton Franciscan Healthcare scored above the nation's top 100 integrated health networks' average score in the areas of hospital utilization, physician participation, services and access, outpatient utilization, integration, and integrated technology. 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 has been recognized for its dedication to patient privacy and is now a FairWarning Ready Certified Care Provider. Wheaton received the certification for taking cutting-edge measures to ensure sensitive patient information is protected at all times, and patient privacy monitoring is one of the essentials. Wheaton Franciscan Healthcare is also a recipient of the ECRI Institute's Healthcare Supply Chain Achievement Award. The award honors organizations that demonstrate excellence in overall cost management and in adopting best practice solutions in supply chain processes. Wheaton is one of five health care organizations nationwide to be honored. Wheaton Franciscan Healthcare has 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 pa
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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 HEALTHCARE 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 $61,723 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $57,464 Wheaton Franciscan, Inc. #39-0816857 $17,376 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 $9,567 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $10,156 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $2,300 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $ 852 Marianjoy, Inc. #36-3483589 $5,035 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $14,507 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $5,035 Covenant Medical Center, Inc. #42-1264647 $26,692 Sartori Hospital, Inc. #42-0758901 $4,668 Mercy Hospital, Inc. #42-1178403 $2,069 TOTAL LOBBYING EXPENSES: $217,444
IRS990ScheduleC/Form990ScheduleCPartIV/Identifier0Supplemental Information Schedule C
IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference0Sch C Part IV in response to Sch C Pt II-B Line 1i
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IRS990ScheduleC/MailingsMembers0false
IRS990ScheduleC/MediaAdvertisements0false
IRS990ScheduleC/NotDescribedIn501c30false
IRS990ScheduleC/OtherActivities0true
IRS990ScheduleC/OtherActivitiesAmount00
IRS990ScheduleC/PaidStaffOrManagement0false
IRS990ScheduleC/PublicationsOrBroadcast0false
IRS990ScheduleC/RalliesDemonstrations0false
IRS990ScheduleC/TotalLobbyingExpendituresIIB00
IRS990ScheduleC/Volunteers0false
IRS990ScheduleD/Equipment/BookValue082151
IRS990ScheduleD/Equipment/Depreciation0346006
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0428157
IRS990ScheduleD/ExpensesSubtotal06624459
IRS990ScheduleD/FederalIncomeTaxLiability00
IRS990ScheduleD/LeaseholdImprovements/BookValue0311918
IRS990ScheduleD/LeaseholdImprovements/Depreciation045370
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0357288
IRS990ScheduleD/NetUnrealizedGainsInvestments0-659208
IRS990ScheduleD/OtherLiabilities/Amount0253924
IRS990ScheduleD/OtherLiabilities/Description0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherSecurities/BookValue010500000
IRS990ScheduleD/OtherSecurities/Description0INVESTMENT IN ST CATHERINE'S
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/RevenueNotRptdF9900-659208
IRS990ScheduleD/RevenueSubtotal010484529
IRS990ScheduleD/TotalExpensesPerForm99006624459
IRS990ScheduleD/TotalOfAmounts0253924
IRS990ScheduleD/TotalOfBookValueLandBuildings0394069
IRS990ScheduleD/TotalOfBookValueSecurities010500000
IRS990ScheduleD/TotalRevenuePerForm990010484529

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$168,909,208
Liabilities
$428,132
Net assets
$168,481,076
Revenue
$10,484,529
Expenses
$6,624,459
Net income
$3,860,070
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