Civic Intelligence

Wheaton Franciscan-St Joseph Foundation Inc

990 • Fiscal year 2013 • EIN 39-1636804

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

Organization Profilewww.wfhealthcare.org
5000 West Chambers StreetSuiteMilwaukee, WI 53210
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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 / Assets32nd percentile

Assets

Up

$3,606,273

Up $174,453 (+5.1%) from 2012

Net Assets

Up

$3,506,297

Up $206,377 (+6.3%) from 2012

Liabilities

Down

$99,976

Down $31,924 (-24%) from 2012

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin81st percentile

Revenue

$830,239

No earlier filing loaded for comparison.

Expenses

Down

$623,862

Down $200,682 (-24%) from 2012

Net Income

$206,377

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,103,585Liabilities 2011: $86,306Net Assets 2011: $3,017,2792011Assets 2012: $3,431,820Liabilities 2012: $131,900Net Assets 2012: $3,299,9202012Assets 2013: $3,606,273Liabilities 2013: $99,976Net Assets 2013: $3,506,2972013Assets 2014: $3,719,830Liabilities 2014: $156,170Net Assets 2014: $3,563,6602014Assets 2015: $4,076,626Liabilities 2015: $185,588Net Assets 2015: $3,891,0382015Assets 2016: $4,084,691Liabilities 2016: $140,586Net Assets 2016: $3,944,1052016Assets 2017: $4,538,690Liabilities 2017: $318,200Net Assets 2017: $4,220,4902017Assets 2018: $4,570,302Liabilities 2018: $124,316Net Assets 2018: $4,445,9862018Assets 2019: $5,016,616Liabilities 2019: $122,964Net Assets 2019: $4,893,6522019

Highlighted filing

2013

Assets$3,606,273
Liabilities$99,976
Net Assets$3,506,297
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2011: $415,1102011Expenses 2012: $824,5442012Revenue 2013: $830,239Expenses 2013: $623,862Net Income 2013: $206,3772013Revenue 2014: $792,972Expenses 2014: $735,609Net Income 2014: $57,3632014Revenue 2015: $989,135Expenses 2015: $661,757Net Income 2015: $327,3782015Revenue 2016: $670,953Expenses 2016: $617,886Net Income 2016: $53,0672016Revenue 2017: $587,014Expenses 2017: $231,394Net Income 2017: $355,6202017Revenue 2018: $1,124,539Expenses 2018: $469,624Net Income 2018: $654,9152018Revenue 2019: $353,624Expenses 2019: $294,724Net Income 2019: $58,9002019

Highlighted filing

2013

Revenue$830,239
Expenses$623,862
Net Income$206,377
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
$1,030,696
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
39-1636804
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IRS990/Description0Wheaton Franciscan Healthcare IRS Form 990 Part III - Statement of Program Service Accomplishments June 30, 2013 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 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 t
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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/Explanation0Schedule C Part II-B Line 1i: 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 $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/Identifier0SCHEDULE C
IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference0PART IV
IRS990ScheduleC/GrantsOtherOrganizations0false
IRS990ScheduleC/MailingsMembers0false
IRS990ScheduleC/MediaAdvertisements0false
IRS990ScheduleC/NotDescribedIn501c30false
IRS990ScheduleC/OtherActivities0true
IRS990ScheduleC/PaidStaffOrManagement0false
IRS990ScheduleC/PublicationsOrBroadcast0false
IRS990ScheduleC/RalliesDemonstrations0false
IRS990ScheduleC/Volunteers0false
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0810508
IRS990ScheduleD/CurrentYear/Contributions01412
IRS990ScheduleD/CurrentYear/EndOfYearBalance0825713
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses014621
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0788813
IRS990ScheduleD/CurrentYearMinus1Year/Contributions01956
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0810508
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses019739
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0769530
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0433
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0788813
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses018850
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0596478
IRS990ScheduleD/CurrentYearMinus3Years/Contributions0160102
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0769530
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses012950
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance0574431
IRS990ScheduleD/CurrentYearMinus4Years/Contributions023869
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance0596478
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-1822
IRS990ScheduleD/CurrentYear/OtherExpenditures0828
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ST JOSEPH FOUNDATION ENDOWMENTS PROMOTE, DEVELOP AND PROVIDE HEALTH-RELATED SERVICES FOR ST JOSEPH HOSPITAL THROUGH THE ALLOCATION OF EARNED INTEREST.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0SCHEDULE D
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleG/EventsInformation/CharitableContribOtherEvents04600

Document Assets

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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
$3,606,273
Liabilities
$99,976
Net assets
$3,506,297
Revenue
$830,239
Expenses
$623,862
Net income
$206,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.12$4.89$0.35$0.29$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.12$4.45$1.12$0.47$0.65
2017Detailed filing. Detailed filing data is available for this year.$4.54$0.32$4.22$0.59$0.23$0.36
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.14$3.94$0.67$0.62$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.08$0.19$3.89$0.99$0.66$0.33
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.16$3.56$0.79$0.74$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.10$3.51$0.83$0.62$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.13$3.30$0.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.09$3.02$0.42