Wheaton Franciscan - St Joseph Foundation Inc
- Assets
- $5.0m
- Revenue
- $353.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 03/1946
- Data as of
- 06/2019
- EIN
- 39-1636804
Organization Overview
Wheaton Franciscan - St Joseph Foundation Inc is located in Milwaukee, WI. The organization was established in 1946. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. Wheaton Franciscan - St Joseph Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2019, Wheaton Franciscan - St Joseph Foundation Inc generated $353.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (12.0%) each year. All expenses for the organization totaled $294.7k during the year ending 06/2019. As we would expect to see with falling revenues, expenses have declined by (13.8%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Wheaton Franciscan - St Joseph Foundation Inc has awarded 16 individual grants totaling $1,924,838. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ASCENSION SE WISCONSIN HOSPITAL, INC., SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
WHEATON FRANCISCAN - ST. JOSEPH FOUNDATION SUPPORTS A NUMBER OF PROJECTS AFFILIATED WITH THE HOSPITAL. THE FOUNDATION SOLICITS PHILANTHROPIC CONTRIBUTIONS ON BEHALF OF THE HOSPITAL DEPARTMENTS AND FACILITIES LISTED ABOVE AND ENGAGES IN ACTIVITIES TO BENEFIT THE GENERAL COMMUNITY AS WELL. FUNDRAISING EFFORTS HELP TO MAKE MANY VALUABLE SERVICES POSSIBLE, INCLUDING FREE OR DISCOUNTED HEALTH CARE SERVICES FOR LOW-INCOME INDIVIDUALS, TARGETED SERVICES TO SENIOR PATIENTS, AND SCHOLARSHIPS TO ENHANCE THE PROFESSIONAL DEVELOPMENT OF WHEATON FRANCISCAN STAFF.
THE WHEATON FRANCISCAN - ST. JOSEPH HOSPITAL CAMPUS IS A 501(C)(3) CHARITABLE ORGANIZATION THAT AIMS TO CONNECT DONORS WITH INITIATIVES BENEFITING THE HEALTH AND WELL-BEING OF OUR COMMUNITY, IN AN EFFORT TO ENHANCE THE EXCEPTIONAL AND COMPASSIONATE HEALTH CARE SERVICES PROVIDED BY OUR PHYSICIANS, NURSES, AND STAFF AT ST. JOSEPH CAMPUS AND OUR OUTPATIENT CENTERS: WHEATON FRANCISCAN - WAUWATOSA AND BROWN DEER CAMPUSES. OUR MISSION IS TO SUPPORT THE ST. JOSEPH HOSPITAL CAMPUS BY PROMOTING AND STRENGTHENING THE IMAGE, ROLE AND IDENTITY OF ST. JOSEPH TO OTHERS, GENERATING RESOURCES FOR ST. JOSEPH THROUGH FOCUSED CULTIVATION, AND FUNDRAISING AND BEING RESPONSIBLE STEWARDS OF THE FOUNDATION ASSETS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $288,513 |
| Investment income | $73,148 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$8,877 |
| Net Income from Gaming Activities | $840 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $353,624 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $330 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $294,724 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,630,939 |
| Pledges and grants receivable | $14,780 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $370,897 |
| Total assets | $5,016,616 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $122,964 |
| Total liabilities | $122,964 |
| Net assets without donor restrictions | $247,933 |
| Net assets with donor restrictions | $3,766,023 |
| Capital stock or trust principal, or current funds | $879,696 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $4,893,652 |
Grants Awarded
Over the last fiscal year, Wheaton Franciscan - St Joseph Foundation Inc has awarded $288,446 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
St Louis, MO PURPOSE: OPERATING SUPPORT | $274,116 |
St Louis, MO PURPOSE: OPERATING SUPPORT | $14,330 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Wheaton Franciscan - St Joseph Foundation Inc has recieved totaling $5.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Endowment Analysis
| Beg. Balance | $866,744 |
| Earnings | $12,802 |
| Net Contributions | $150 |
| Ending Balance | $879,696 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sinai Health System Chicago, IL | $281,453,478 | $93,419,606 |
Freeport Regional Health Care Found Ation Freeport, IL | $44,647,544 | $45,400,897 |
Teamsters Local 346 Health Fund Trust Bloomington, MN | $55,790,921 | $66,782,892 |
Ann & Robert H Lurie Childrens Hospital Of Chicago Foundation Chicago, IL | $630,869 | $58,277,786 |
Healthpartners Institute Minneapolis, MN | $92,324,263 | $47,741,048 |
Cincinnati Bell Health And Welfare Trust Milwaukee, WI | $10,960 | $35,872,247 |
Childrens Hospital Of Wisconsin Foundation Inc Milwaukee, WI | $1,206,475,471 | $94,444,184 |
International Brotherhood Of Elec Workers 683 Health & Welfare Fund Lansing, MI | $27,261,838 | $34,571,326 |
Milwaukee Regional Medical Center Thermal Service Inc Milwaukee, WI | $234,655,372 | $32,150,552 |
Midwest Medical Center Galena, IL | $42,348,172 | $34,873,960 |
Versiti Inc Milwaukee, WI | $31,675,126 | $28,432,711 |
Oklahoma Gas And Electric Company Employees Medical Benefit Trust Des Moines, IA | $55,573 | $22,996,745 |