Civic Intelligence

Covenant Foundation Inc.

990 • Fiscal year 2010 • EIN 42-1295784

Jul 01, 2009 to Jun 30, 2010 • Filed on May 15, 2011

3421 West Ninth Street50702-5499
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2010 filings • 501(c)3 • $1M-$5M 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.

Assets

$4,961,538

No earlier filing loaded for comparison.

Net Assets

$4,961,538

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,157,823

No earlier filing loaded for comparison.

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.

$10M$5.0M$0Assets 2010: $4,961,538Liabilities 2010: $0Net Assets 2010: $4,961,5382010Assets 2011: $5,843,942Liabilities 2011: $0Net Assets 2011: $5,843,9422011Assets 2012: $6,203,507Liabilities 2012: $0Net Assets 2012: $6,203,5072012Assets 2013: $6,717,848Liabilities 2013: $0Net Assets 2013: $6,717,8482013Assets 2014: $7,123,690Liabilities 2014: $0Net Assets 2014: $7,123,6902014Assets 2015: $7,017,737Liabilities 2015: $0Net Assets 2015: $7,017,7372015Assets 2016: $7,518,869Liabilities 2016: $0Net Assets 2016: $7,518,8692016Assets 2017: $8,404,038Liabilities 2017: $0Net Assets 2017: $8,404,0382017Assets 2018: $6,731,706Liabilities 2018: $0Net Assets 2018: $6,731,7062018Assets 2019: $7,245,927Liabilities 2019: $0Net Assets 2019: $7,245,9272019Assets 2020: $7,076,698Liabilities 2020: $0Net Assets 2020: $7,076,6982020Assets 2021: $7,329,140Liabilities 2021: $0Net Assets 2021: $7,329,1402021Assets 2022: $5,921,895Liabilities 2022: $0Net Assets 2022: $5,921,8952022Assets 2023: $6,511,961Liabilities 2023: $0Net Assets 2023: $6,511,9612023Assets 2024: $6,459,436Liabilities 2024: $35,639Net Assets 2024: $6,423,7972024

Highlighted filing

2010

Assets$4,961,538
Liabilities$0
Net Assets$4,961,538

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,157,8232010Expenses 2011: $2,317,0912011Expenses 2012: $2,074,6922012Expenses 2013: $2,508,5612013Revenue 2014: $1,757,525Expenses 2014: $1,865,198Net Income 2014: -$107,6732014Revenue 2015: $1,837,133Expenses 2015: $1,943,086Net Income 2015: -$105,9532015Revenue 2016: $1,924,623Expenses 2016: $1,423,491Net Income 2016: $501,1322016Revenue 2017: $1,560,629Expenses 2017: $675,460Net Income 2017: $885,1692017Revenue 2018: $1,687,818Expenses 2018: $3,360,150Net Income 2018: -$1,672,3322018Revenue 2019: $1,143,116Expenses 2019: $628,894Net Income 2019: $514,2222019Revenue 2020: $844,823Expenses 2020: $1,014,053Net Income 2020: -$169,2302020Revenue 2021: $2,101,688Expenses 2021: $1,849,246Net Income 2021: $252,4422021Revenue 2022: -$417,229Expenses 2022: $990,016Net Income 2022: -$1,407,2452022Revenue 2023: $829,989Expenses 2023: $583,564Net Income 2023: $246,4252023Revenue 2024: $2,120,318Expenses 2024: $1,257,534Net Income 2024: $862,7842024

Highlighted filing

2010

Revenue-
Expenses$1,157,823
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
May 15, 2011
Return Version
2009v1.7
Gross Receipts
$3,047,928
Mission and Program Overview

Mission

As a member of wheaton iowa, our affiliates strive to live out the healing ministry of the judeo-christian tradition 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
42-1295784
Raw XML AppendixShowing 400 of 1,519 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY00
IRS990/AccountsPayableAccruedExpenses/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0COVENANT FOUNDATION, INC. RAISES DOLLARS AND MANAGES FUNDS, BOTH ENDOWMENT AND OTHER, THAT FURTHER THE CHARITABLE GOALS OF COVENANT MEDICAL CENTER, INC., IT'S SUPPORTED SECTION 501(C)(3) ENTITY.
IRS990/AddressPrincipalOfficerUS/AddressLine103421 West Ninth Street
IRS990/AddressPrincipalOfficerUS/City0Waterloo
IRS990/AddressPrincipalOfficerUS/State0IA
IRS990/AddressPrincipalOfficerUS/ZIPCode0507025499
IRS990/Advertising/Total00
IRS990/AllOtherContributions0597323
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BalanceSheetAmountsReported0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/ChangesToOrganizingDocs0false
IRS990/CntrbtnsRprtdFundraisingEvents017185
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Fundraising0249
IRS990/ConferencesMeetings/ManagementAndGeneral0249
IRS990/ConferencesMeetings/Total0498
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0true
IRS990/ContributionsGrantsCurrentYear0689508
IRS990/ContributionsGrantsPriorYear01262490
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0true
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
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 afforda
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0778502
IRS990/FamilyOrBusinessRelationship0true
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total00
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Fundraising028540
IRS990/FeesForServicesOther/ManagementAndGeneral010697
IRS990/FeesForServicesOther/Total039237
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek151.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek161.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek171.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1840.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1940.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2040.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2140.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2240.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2340.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2440.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2540.0
IRS990/Form990PartVIISectionA/Former0X
IRS990/Form990PartVIISectionA/Former1X
IRS990/Form990PartVIISectionA/Former2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector18X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector19X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector20X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector21X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0Dave Peters
IRS990/Form990PartVIISectionA/NamePerson1Alyssa Becthold
IRS990/Form990PartVIISectionA/NamePerson2Tammy Bedard
IRS990/Form990PartVIISectionA/NamePerson3Timothy Carmody MD
IRS990/Form990PartVIISectionA/NamePerson4Uyntha Duncan
IRS990/Form990PartVIISectionA/NamePerson5Edward Gallagher Jr
IRS990/Form990PartVIISectionA/NamePerson6Louis Hagarty
IRS990/Form990PartVIISectionA/NamePerson7Leslee Hager
IRS990/Form990PartVIISectionA/NamePerson8Judy Jacobsmeier
IRS990/Form990PartVIISectionA/NamePerson9Kathy Lee
IRS990/Form990PartVIISectionA/NamePerson10Dan McMullin
IRS990/Form990PartVIISectionA/NamePerson11Roger Neumann
IRS990/Form990PartVIISectionA/NamePerson12Brad Page
IRS990/Form990PartVIISectionA/NamePerson13John Pedersen
IRS990/Form990PartVIISectionA/NamePerson14Rose Swanson
IRS990/Form990PartVIISectionA/NamePerson15Stephen Thorpe
IRS990/Form990PartVIISectionA/NamePerson16Mary Swehla
IRS990/Form990PartVIISectionA/NamePerson17Dave Odekirk
IRS990/Form990PartVIISectionA/NamePerson18Brian Sims DO
IRS990/Form990PartVIISectionA/NamePerson19Jack Dusenbery
IRS990/Form990PartVIISectionA/NamePerson20Heather Bremer-Miller
IRS990/Form990PartVIISectionA/NamePerson21Shirley Dunlap RN
IRS990/Form990PartVIISectionA/NamePerson22Michele Panicucci
IRS990/Form990PartVIISectionA/NamePerson23Robert Gerald Sarsfield MD
IRS990/Form990PartVIISectionA/NamePerson24Mark S Shockley MD
IRS990/Form990PartVIISectionA/NamePerson25Christopher Hyers
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation041060
IRS990/Form990PartVIISectionA/OtherCompensation162319
IRS990/Form990PartVIISectionA/OtherCompensation226231
IRS990/Form990PartVIISectionA/OtherCompensation341774
IRS990/Form990PartVIISectionA/OtherCompensation458715
IRS990/Form990PartVIISectionA/OtherCompensation540466
IRS990/Form990PartVIISectionA/OtherCompensation637628
IRS990/Form990PartVIISectionA/OtherCompensation738005
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs0565643
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs1481252
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs287065
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs386594
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs4330185
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs5172519
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs6403233
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs7220980
IRS990/Form990PartVIISectionA/Title0Chair/ViceChair - Director
IRS990/Form990PartVIISectionA/Title1Director
IRS990/Form990PartVIISectionA/Title2Director
IRS990/Form990PartVIISectionA/Title3Director
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6Director
IRS990/Form990PartVIISectionA/Title7Director
IRS990/Form990PartVIISectionA/Title8Director
IRS990/Form990PartVIISectionA/Title9Director
IRS990/Form990PartVIISectionA/Title10Director
IRS990/Form990PartVIISectionA/Title11Director
IRS990/Form990PartVIISectionA/Title12Director
IRS990/Form990PartVIISectionA/Title13Director
IRS990/Form990PartVIISectionA/Title14Director
IRS990/Form990PartVIISectionA/Title15Director
IRS990/Form990PartVIISectionA/Title16Past Chair-Director
IRS990/Form990PartVIISectionA/Title17Treasurer- Director
IRS990/Form990PartVIISectionA/Title18Director
IRS990/Form990PartVIISectionA/Title19Director and President
IRS990/Form990PartVIISectionA/Title20Executive Director Foundation
IRS990/Form990PartVIISectionA/Title21Secretary - Director
IRS990/Form990PartVIISectionA/Title22SVP/CFO-WFH-IOWA
IRS990/Form990PartVIISectionA/Title23Physician Employee
IRS990/Form990PartVIISectionA/Title24Physician Employee
IRS990/Form990PartVIISectionA/Title25VP-BUSINESS DEVELOPMENT-WFH-IO
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0true
IRS990/FSAudited0true
IRS990/FundraisingActivities0true
IRS990/FundraisingDirectExpenses016313
IRS990/FundraisingEvents017185
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0-117001
IRS990/Gaming0false
IRS990/Grants0778502
IRS990/GrantsAndSimilarAmntsCY0778502
IRS990/GrantsAndSimilarAmntsPriorYear0543034
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/ProgramServices0778502
IRS990/GrantsToDomesticOrgs/Total0778502
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities02195253
IRS990/GrossIncomeFundraisingEvents014815
IRS990/GrossReceipts03047928
IRS990/GroupExemptionNumber00928
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/Interest/Total00
IRS990/InvestmentIncomeCurrentYear031351
IRS990/InvestmentIncome/ExclusionAmount0148352
IRS990/InvestmentIncomePriorYear0-610537
IRS990/InvestmentIncome/TotalRevenueColumn0148352
IRS990/InvestmentInJointVenture0false
IRS990/LessCostOthBasisSalesExpenses/Securities02312254
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0true
IRS990/LocalChapters0true
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0true
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0AS A MEMBER OF WHEATON FRANCISCAN HEALTHCARE, OUR AFFILIATES STRIVE TO LIVE OUT THE HEALING MINISTRY OF THE JUDEO-CHRISTIAN TRADITION 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.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Jack Dusenbery
IRS990/NbrIndependentVotingMembers016
IRS990/NbrVotingGoverningBodyMembers022
IRS990/NbrVotingMembersGoverningBody022
IRS990/NetAssetsOrFundBalancesBOY04910691
IRS990/NetAssetsOrFundBalancesEOY04961538
IRS990/NetGainOrLossInvestments/ExclusionAmount0-117001
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-117001
IRS990/NetIncomeFromFundraisingEvents/RelatedOrExemptFunctionIncome0-1498
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn0-1498
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109601
IRS990/NumberIndependentVotingMembers016
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Fundraising016262
IRS990/OfficeExpenses/ManagementAndGeneral03342
IRS990/OfficeExpenses/Total019604
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY04440245
IRS990/OtherAssetsTotal/EOY04714598
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear0414602
IRS990/OtherExpensesCurrentYear0379321
IRS990/OtherExpenses/Description0CORPORATE SERVICES ALLOCATION
IRS990/OtherExpenses/Description1MISCELLANEOUS
IRS990/OtherExpenses/Description2SALARY ALLOCATION
IRS990/OtherExpenses/Description3PROMOTIONAL EXPENSE
IRS990/OtherExpenses/Fundraising06196
IRS990/OtherExpenses/Fundraising1102330
IRS990/OtherExpenses/Fundraising260682
IRS990/OtherExpenses/ManagementAndGeneral045416
IRS990/OtherExpenses/ManagementAndGeneral12656
IRS990/OtherExpenses/ManagementAndGeneral296971
IRS990/OtherExpenses/Total045416
IRS990/OtherExpenses/Total18852
IRS990/OtherExpenses/Total2199301
IRS990/OtherExpenses/Total360682
IRS990/OtherRevenueCurrentYear0-1498
IRS990/OtherRevenuePriorYear0-288
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PoliciesReferenceChapters0true
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0true
IRS990/QuidProQuoDisclosure0true
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrganizations075000
IRS990/RelatedOrgControlledEntity0false
IRS990/Revenue0-1498
IRS990/RevenuesLessExpensesCY0-438462
IRS990/RevenuesLessExpensesPriorYear0-305971
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0470446
IRS990/SavingsAndTempCashInvestments/EOY0246940
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years06000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years09000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years011000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total026000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0689508
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year01262490
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years02333431
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0858726
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years01439143
IRS990ScheduleA/GiftsGrantsContribReceived509/Total06583298
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0-117001
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0-117031
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0148347
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0127443
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0160533
IRS990ScheduleA/GrossInvestmentIncome509/Total0202291
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0-117001
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0-117031
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0148347
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0127443
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0160533
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0202291
IRS990ScheduleA/InvestmentIncomePercentage00.02660
IRS990ScheduleA/OtherIncome509/CurrentTaxYear0636163
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year0-493794
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years0400891
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years0144739
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years0132033
IRS990ScheduleA/OtherIncome509/Total0820032
IRS990ScheduleA/PriorYearSupportPercentage00.88600
IRS990ScheduleA/PriorYrInvestIncomePercentage00.06975
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.86216
IRS990ScheduleA/PublicSupportTotal50906557298
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years06000
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years09000
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years011000
IRS990ScheduleA/SupportFromDQPsEtc/Total026000
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0689508
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year01262490
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years02333431
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0858726
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years01439143
IRS990ScheduleA/Total509/Total06583298
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear01208670
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0651665
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years02882669
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years01130908
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years01731709
IRS990ScheduleA/TotalSupportTotal/Total07605621
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleC/DirectContactLegislators0false
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
IRS990ScheduleC/Form990ScheduleCPartIV/Identifier0Schedule C Disclosures
IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference0Part 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
IRS990ScheduleD/BoardDesignatedEOYBalance00.53930
IRS990ScheduleD/CurrentYear/AdministrativeExpenses023778
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance04865584
IRS990ScheduleD/CurrentYear/Contributions0723270
IRS990ScheduleD/CurrentYear/EndOfYearBalance04909250
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0514720
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses018820
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance05180680

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.46$0.04$6.42$2.12$1.26$0.86
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.83$0.58$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.42$0.99$1.41
2021Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$2.10$1.85$0.25
2020Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.84$1.01$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$1.14$0.63$0.51
2018Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$1.69$3.36$1.67
2017Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$1.56$0.68$0.89
2016Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.92$1.42$0.50
2015Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$1.84$1.94$0.11
2014Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$1.76$1.87$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.00$6.72$2.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$2.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.00$5.84$2.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.00$4.96$1.16