WHEATON FRANCISCAN SERVICES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHEATON FRANCISCAN SERVICES INC (EIN 36-3262111)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201831349349303408
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:49:26-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Ave 2800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363262111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wheaton Franciscan Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEA | BusinessNameControlTxt |
| Phone | 6309096600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 Roosevelt Rd | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John D Oliverio | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 6309096600 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Heroux | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 3127298000 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John D Oliverio | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 Roosevelt Rd | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,398,134 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | none | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WFSI IS THE PARENT ORGANIZATION THAT PROVIDES OVERSIGHT AND SUPPORT TO ITS SYSTEM OF RELATED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 89 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,316 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $201,440,375 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,107,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,079,883 | PYInvestmentIncomeAmt |
| CY Investment Income | $802,563 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,085,242 | PYOtherRevenueAmt |
| CY Other Revenue | $551,939 | CYOtherRevenueAmt |
| PY Total Revenue | $221,635,816 | PYTotalRevenueAmt |
| CY Total Revenue | $5,462,303 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $340,521 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $128,347,369 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,892,685 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $100,816,811 | PYOtherExpensesAmt |
| CY Other Expenses | $1,323,127 | CYOtherExpensesAmt |
| PY Total Expenses | $229,504,701 | PYTotalExpensesAmt |
| CY Total Expenses | $5,218,312 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,868,885 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $243,991 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $149,304,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,613,864 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,360,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,550,726 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,943,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,063,138 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To manage and direct the transition and winding up of the affairs of Wheaton Franciscan Healthcare System and Franciscan Ministries, Inc. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,037,657 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Revenue | $4,107,801 | RevenueAmt |
| Desc | WHEATON FRANCISCAN SERVICES, INC. (WFSI) was a Catholic, not-for-profit health care and housing organization serving at sites in Wisconsin, Iowa, Illinois, and Colorado. After a period of discernment, the decision was made that these organizations would be best served under new sponsorship. Beginning in February 2016 and still continuing, transfers to new sponsors become effective upon final negotiation of definitive agreements and all required approvals. | Desc |
| Total Program Service Expenses | $5,037,657 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 341 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 89 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Flanigan | PersonNm |
| Phone | 6309096600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W 171 Roosevelt Rd | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| John Oliverio | |||||||||
| President | 40.00 | 10.00 | Yes (X) | Yes (X) | $3,345,565 | $0 | $59,309 | ||
| Sr Margaret Grempka | |||||||||
| Chair-Director | 10.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sr Melanie Paradis | |||||||||
| Secretary-Treasurer | 10.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James Gresham | |||||||||
| Sr. VP Continuing Care Services | 40.00 | 10.00 | $364,264 | $0 | $386,515 | Yes (X) | |||
| Rita Hanson-Melzer MD | |||||||||
| System Chief Medical Officer | 10.00 | 40.00 | $763,822 | $0 | $554,322 | Yes (X) | |||
| Kathleen Yosko | |||||||||
| President/Ceo-Marianjoy | 40.00 | 10.00 | $254,081 | $0 | $2,767 | Yes (X) | |||
| Susan Dillberg | |||||||||
| President/CEO FMI | 40.00 | 10.00 | $337,352 | $0 | $254,693 | Yes (X) | |||
| Joseph Volpe | |||||||||
| VP Materials Management | 40.00 | 10.00 | $299,950 | $0 | $7,978 | Yes (X) | |||
| Jonathan Sohn | |||||||||
| Sr. VP and Chief Financial Officer | 40.00 | 10.00 | $41,263 | $0 | $2,432 | Yes (X) | |||
| Therese Rocole | |||||||||
| Sr. VP Mission Services | 40.00 | 10.00 | $18,456 | $0 | $237 | Yes (X) | |||
| Julie Swiderski | |||||||||
| Sr. VP Strategic Iniatives | 40.00 | 10.00 | $20,886 | $0 | $2,455 | Yes (X) | |||
| Sarah Herzog | |||||||||
| Asst. Director | 40.00 | 10.00 | $245,392 | $0 | $14,510 | Yes (X) | |||
| Michael Lepore | |||||||||
| Sr. VP and Chief Operating Officer | 40.00 | 10.00 | $877,156 | $0 | $777,268 | Yes (X) | |||
| Gregory Smith | |||||||||
| Sr. VP and Chief Info Officer | 40.00 | 10.00 | $991,525 | $0 | $968,338 | Yes (X) | |||
| Brenda Bowers | |||||||||
| Sr. VP Org Change & Leader Dev | 40.00 | 10.00 | $554,612 | $0 | $465,788 | Yes (X) | |||
| Wayne Frangesch | |||||||||
| Sr VP Human Resources | 40.00 | 10.00 | $578,994 | $0 | $828,682 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,693,318 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,325,294 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Brooksource | |||||
| PO BOX 55767 | Indianapolis | IN | 46205 | Temp Service/Consulting | $1,905,085 |
| Allscripts Healthcare LLC | |||||
| 24630 Network Place | Chicago | IL | 60673 | Consulting | $1,020,787 |
| Teksystems | |||||
| PO BOX 198568 | Atlanta | GA | 30384 | Consulting/Temp Help | $838,342 |
| Mercer Human Resource Consult | |||||
| PO BOX 730212 | Dallas TX | TX | 75373 | HR Consulting | $632,035 |
| Paragon Development Systems | |||||
| PO BOX 88079 | Milwaukee | WI | 53288 | Consulting | $521,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Support Service Revenue | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $4,107,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,107,801 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,107,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $965,426 | TotalRevenueColumnAmt |
| Exclusion | $965,426 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,772,968 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,935,831 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$162,863 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$162,863 | TotalRevenueColumnAmt |
| Exclusion | -$162,863 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FSA Forfeitures | 900099 | $515,621 | $515,621 |
| Int Interco Loans | 900099 | $36,318 | $36,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $551,939 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,462,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,659,740 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $802,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,538 | TotalAmt |
| Program Services | $754,538 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,600,896 | TotalAmt |
| Program Services | $1,600,896 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,028 | TotalAmt |
| Program Services | $1,437,028 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,223 | TotalAmt |
| Program Services | $100,223 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,505 | TotalAmt |
| Management And General | $57,505 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,650 | TotalAmt |
| Management And General | $68,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,949 | TotalAmt |
| Management And General | $48,949 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,551 | TotalAmt |
| Management And General | $5,551 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,193 | TotalAmt |
| Program Services | $26,193 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,449 | TotalAmt |
| Program Services | $5,449 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590 | TotalAmt |
| Program Services | $590 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,440 | TotalAmt |
| Program Services | $1,092,440 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Hospitality | $13,511 | $13,511 |
| Consulting | $4,044 | $4,044 |
| Membership Dues | $245 | $245 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,218,312 | TotalAmt |
| Program Services | $5,037,657 | ProgramServicesAmt |
| Management And General | $180,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,519 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,277,595 | BOYAmt |
| EOY | $6,514,313 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,850 | BOYAmt |
| EOY | $4,894,408 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,294,407 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,073 | BOYAmt |
| EOY | $130,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,433,549 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $245,309 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,188,240 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,580,169 | BOYAmt |
| EOY | $211,333,540 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,912,814 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,760,248 | BOYAmt |
| EOY | $3,640,162 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,304,861 | BOYAmt |
| EOY | $236,613,864 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,311,742 | BOYAmt |
| EOY | $10,851,409 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,049,162 | BOYAmt |
| EOY | $196,699,317 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,360,904 | BOYAmt |
| EOY | $207,550,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,943,957 | BOYAmt |
| EOY | $29,063,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,943,957 | BOYAmt |
| EOY | $29,063,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,304,861 | BOYAmt |
| EOY | $236,613,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $243,991 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$240,297 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,884,513 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 38 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (38 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SET Ministry | ||||
| 391618277 | 10 | 0 | $0 | $0 |
| ST CATHERINE'S HOSPITAL INC | ||||
| 390855075 | 3 | 0 | $0 | $0 |
| UPENDO VILLAGE NFP | ||||
| 331007368 | 10 | 0 | $0 | $0 |
| ASSISI HOMES - BATAVIA APARTMENTS INC | ||||
| 363914084 | 10 | 0 | $0 | $0 |
| ASSISI HOMES - COLONY PARK INC | ||||
| 364039278 | 10 | 0 | $0 | $0 |
| ASSISI HOMES - CONSTITUTION HOUSE INC | ||||
| 364049150 | 10 | 0 | $0 | $0 |
| ASSISI HOMES - JEFFERSON COURT INC | ||||
| 391771526 | 10 | 0 | $0 | $0 |
| ASSISI HOMES - KENOSHA INC | ||||
| 391814815 | 10 | 0 | $0 | $0 |
| ASSISI HOMES - SAXONY INC | ||||
| 391790498 | 10 | 0 | $0 | $0 |
| ASSISI HOMES OF GURNEE INC | ||||
| 363942336 | 10 | 0 | $0 | $0 |
| ASSISI HOMES OF ILLINOIS INC | ||||
| 363803443 | 10 | 0 | $0 | $0 |
| Assisi HOMES OF NEENAH INC | ||||
| 363767250 | 10 | 0 | $0 | $0 |
| CANTICLE PLACE INC | ||||
| 363957850 | 10 | 0 | $0 | $0 |
| CATHERINE MARIAN HOUSING INC | ||||
| 391657098 | 10 | 0 | $0 | $0 |
| CLARE GARDENS INC | ||||
| 237200039 | 10 | 0 | $0 | $0 |
| CLARE OF ASSISI HOMES-WESTMINSTER INC | ||||
| 742740978 | 10 | 0 | $0 | $0 |
| DAYSPRING VILLA INC | ||||
| 363933908 | 10 | 0 | $0 | $0 |
| FRANCIS HEIGHTS INC | ||||
| 840626174 | 10 | 0 | $0 | $0 |
| MARIAN HOUSING CENTER INC | ||||
| 391515867 | 10 | 0 | $0 | $0 |
| MARIAN PARK INC | ||||
| 362750105 | 10 | 0 | $0 | $0 |
| RIDGEWAY PLACE INC | ||||
| 421416064 | 10 | 0 | $0 | $0 |
| VILLA MARIA INC | ||||
| 841347868 | 10 | 0 | $0 | $0 |
| Alexandria Manor | ||||
| 475177987 | 10 | 0 | $0 | $0 |
| Indianapolis Manor I | ||||
| 475178092 | 10 | 0 | $0 | $0 |
| Kokomo Manor | ||||
| 475189624 | 10 | 0 | $0 | $0 |
| Indianapolis Manor 2 | ||||
| 475178185 | 10 | 0 | $0 | $0 |
| Paducah Ministries 1 | ||||
| 475203278 | 10 | 0 | $0 | $0 |
| Princeton Ministries 4 | ||||
| 475202983 | 10 | 0 | $0 | $0 |
| Richardson Ministries | ||||
| 475202868 | 10 | 0 | $0 | $0 |
| Effingham Ministries | ||||
| 475190275 | 10 | 0 | $0 | $0 |
| Moline Ministries 1 | ||||
| 475216971 | 10 | 0 | $0 | $0 |
| Moline Ministries 2 | ||||
| 475217175 | 10 | 0 | $0 | $0 |
| Lake Wales Ministries | ||||
| 475190723 | 10 | 0 | $0 | $0 |
| Pendleton Ministries 2 | ||||
| 475247951 | 10 | 0 | $0 | $0 |
| Tucson Ministries | ||||
| 475239406 | 10 | 0 | $0 | $0 |
| Phoenix Ministries 3 | ||||
| 475217326 | 10 | 0 | $0 | $0 |
| Davenport Ministries | ||||
| 475227048 | 10 | 0 | $0 | $0 |
| ASSISI HOMES LASALLE MANOR INC | ||||
| 800623447 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 38 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | 0 | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 1: | Supported organizations are not normally listed by name in the governing documents. Wheaton Franciscan Services, Inc. is a Tier I parent organization, and due to long-standing historical relationships as well as relationships that are officially delineated in our organizational chart, supports all organizations at the Tier II and Tier III level that are not themselves supporting organizations. Wheaton Franciscan Services, Inc. provides this support by way of corporate oversight and related administrative and program services such as Investment and Treasury Services among many others, which result in monetary equity transfers and intercompany journal entries that provide "support". |
| Part IV, Section A, Line 6: | Wheaton Franciscan Services, Inc. is a Tier I parent organization that is part of a controlled group As such, it is common to have intercompany journal entries that result in support being provided to other supporting organizations within the group that may provide additional support to one or more of the same supported organization. |
| Part IV, Section D, Line 3: | Under the direction of the parent organization Wheaton Franciscan Services, Inc., the common boards of certain supported organizations along with their investment committees, investment managers, and other committees overseeing various functions, have input on all investment policies and decisions as they relate to the group of controlled organizations making up Wheaton Franciscan. Due to the number of supported organizations, not all supported organizations participate in these decisions. |
| Part IV, Section E, Line 3a-3b: | Wheaton Franciscan Services, Inc. and its supported organizations have several members of its governing bodies that serve on common boards. These members hold reserved powers that include, but are not limited to, the election of members of the governing body and election of officers, approval of certain financial expenditures in accordance with policies, and approval of budgets and strategic plans. These approvals are based on recommendations from the governing body. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,100,074 | OtherCostOrOtherBasisAmt |
| Book Value | $1,100,074 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,333,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $245,309 | DepreciationAmt |
| Book Value | $1,088,166 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,188,240 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to/from related orgs | Desc |
| Amt | $196,699,317 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $196,699,317 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Financial | SpecificServicesProvidedTxt |
| Region Total Expenditures | $123,114 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $123,114 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $123,114 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Oliverio | ||||||||||||||
| President | $1,040,943 | $0 | $1,463,000 | $0 | $841,622 | $0 | $0 | $0 | $59,309 | $0 | $3,404,874 | $0 | $0 | $0 |
| James Gresham | ||||||||||||||
| Sr. VP Continuing Care Services | $347,837 | $0 | $0 | $0 | $16,427 | $0 | $384,927 | $0 | $1,588 | $0 | $750,779 | $0 | $0 | $0 |
| Rita Hanson-Melzer MD | ||||||||||||||
| System Chief Medical Officer | $544,495 | $0 | $201,248 | $0 | $18,079 | $0 | $531,877 | $0 | $22,445 | $0 | $1,318,144 | $0 | $0 | $0 |
| Kathleen Yosko | ||||||||||||||
| President/Ceo-Marianjoy | $110,328 | $0 | $138,800 | $0 | $4,953 | $0 | $0 | $0 | $2,767 | $0 | $256,848 | $0 | $0 | $0 |
| Susan Dillberg | ||||||||||||||
| President/CEO FMI | $245,423 | $0 | $70,500 | $0 | $21,429 | $0 | $234,998 | $0 | $19,695 | $0 | $592,045 | $0 | $0 | $0 |
| Joseph Volpe | ||||||||||||||
| VP Materials Management | $253,366 | $0 | $45,240 | $0 | $1,344 | $0 | $0 | $0 | $7,978 | $0 | $307,928 | $0 | $0 | $0 |
| Sarah Herzog | ||||||||||||||
| Asst. Director | $117,457 | $0 | $123,200 | $0 | $4,735 | $0 | $10,025 | $0 | $4,485 | $0 | $259,902 | $0 | $0 | $0 |
| Michael Lepore | ||||||||||||||
| Sr. VP and Chief Operating Officer | $664,126 | $0 | $190,400 | $0 | $22,630 | $0 | $767,402 | $0 | $9,866 | $0 | $1,654,424 | $0 | $0 | $0 |
| Gregory Smith | ||||||||||||||
| Sr. VP and Chief Info Officer | $491,252 | $0 | $157,500 | $0 | $342,773 | $0 | $942,125 | $0 | $26,213 | $0 | $1,959,863 | $0 | $0 | $0 |
| Brenda Bowers | ||||||||||||||
| Sr. VP Org Change & Leader Dev | $428,668 | $0 | $109,550 | $0 | $16,394 | $0 | $462,639 | $0 | $3,149 | $0 | $1,020,400 | $0 | $0 | $0 |
| Wayne Frangesch | ||||||||||||||
| Sr VP Human Resources | $387,091 | $0 | $181,122 | $0 | $10,781 | $0 | $803,847 | $0 | $24,835 | $0 | $1,407,676 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a: | During calendar year 2016, certain officers and/or directors of Wheaton Franciscan affiliates were provided an executive flexible spending account in the amount of $5,000 annually. The account provides access to funds for expenses incurred for business-related spousal travel, financial counseling, tax preparation, estate planning, club membership fees, holistic health and wellness, and/or unreimbursed medical or denatl expenses. The individual is required to substantiate each item reimbursed and the amount used each year is fully taxable. John Oliverio, our top Executive Official through March 1, 2016, was provided housing in Milwaukee, Wisconsin as he was required to be available at both the Wisconsin and Illinois corporate locations. This housing was paid for by Wheaton Franciscan Healthcare as a nontaxable benefit, and due to the nature of housing, may contain personal usage. The value of this housing is included as an element of the total compensation reported for Mr. Oliverio on Schedule J. Effective September 2016, the housing unit was sold to an unrelated party due to a corporate transfer and reorganization that took place. |
| Schedule J, Part I, Line 4a: | Reportable compensation of Brenda Bowers includes $231,312 in severance payments paid during calendar year 2016. Reportable compensation of James Gresham includes $192,459 in severance payments paid during calendar year 2016. Reportable compensation of Michael LePore includes $383,701 in severance payments paid during calendar year 2016. Reportable compensation of Rita Melzer includes $177,291 in severance payments paid during calendar year 2016. Reportable compensation of Gregory Smith includes $330,354 in severance payments paid during calendar year 2016. |
| Schedule J, Part I, Line 4b: | Wheaton Franciscan Services, Inc., the former parent organization of Wheaton Franciscan Healthcare, established the Non-Qualified Benefit Restoration Plan to provide certain employees with benefits they were unable to receive under the qualified plan because of limitations on such qualified plans under Sections 401(a)(17) and 415(b) of the Internal Revenue Code. This Plan is intended to satisfy the short-term deferral exception under Code Section 409(a). Accordingly, the Participant's Plan accruals are calculated as of the last day of each Plan Year and Paid as a taxable distribution to the Participant in that Plan Year. For calendar Year 2016, the following employees received eligible benefits under the plan: John Oliverio, Chief Executive Officer, received a 2016 taxable payout of $812,610. Greg Smith, chief Information Officer, received a 2016 taxable payout of $330, 354. |
| Schedule J, Part II, Column C: | Retirement and Other Deferred Compensation of Brenda Bowers includes $462,639 in accrued severance payments to be paid as wages in a future year. Retirement and Other Deferred Compensation of Sue Dillberg includes $234,998 in accrued severance payments to be paid as wages in a future year. Retirement and Other Deferred Compensation of Wayne Frangesch includes $803,847 in accrued severance payments to be paid as wages in a future year. Retirement and Other Deferred Compensation of James Gresham includes $384,927 in accrued severance payments to be paid as wages in a future year. Retirement and Other Deferred Compensation of Mike Lepore includes $767,402 in accrued severance payments to be paid as wages in a future year. Retirement and Other Deferred Compensation of Rita Melzer includes $531,877 in accrued severance payments to be paid as wages in a future year. Retirement and Other Deferred Compensation of Gregory Smith includes $911,521 in accrued severance payments to be paid as wages in a future year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | WFSI has one member, the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters, which holds several reserved powers over WFSI. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, and amendments to governing documents; these approvals are based on recommendations from the governing body. |
| Form 990, Part VI, Section A, line 7a | WFSI has one member, the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters, which holds several reserved powers over WFSI. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, and amendments to governing documents; these approvals are based on recommendations from the governing body. |
| Form 990, Part VI, Section A, line 7b | WFSI has one member, the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters, which holds several reserved powers over WFSI. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, and amendments to governing documents; these approvals are based on recommendations from the governing body. |
| Form 990, Part VI, Section B, line 11b | The auditing firm prepares Forms 990, 990-T and associated state filings. When complete, the return is reviewed by the Finance Manager who focuses on income statement and balance sheet items and schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected. Once all levels of review by both the auditing firm and the finance department have been completed, the finance manager will schedule an appointment with the signer of the returns, the CEO and President. |
| Form 990, Part VI, Section B, line 12c | The organization has a Conflict of Interest policy which states that if at any time, an officer or a director become aware that the board may discuss or act upon any transaction or arrangement which may have any bearing of any kind upon, or may relate in any manner to, a financial interest of the individual, the financial interest must be disclosed. All associates of the organization must disclose a potential conflict of interest any time one arises. The disclosures are reviewed and a determination is made as to whether a conflict of interest exists and how it might be managed. |
| Form 990, Part VI, Section B, line 15a | The compensation of the CEO, Executive Director, or Other top official paid by the filing organization is reviewed and approved on an annual basis by the Executive Committee of the Wheaton Franciscan Services Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The board's decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board. |
| Form 990, Part VI, Section C, line 19 | Organizations that were affiliates of Wheaton Franciscan Services Inc. during the fiscal year ending June 30, 2017 provided upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. |
| Form 990, Part IX, Line 9: | CERTAIN EMPLOYEE BENEFITS FOR FORMER AFFILIATED ORGANIZATIONS WERE CENTRALLY MANAGED BY WHEATON FRANCISCAN SERVICES, INC. THROUGH THE RUN OUT PERIOD OF JUNE 30, 2017 AND ARE REFLECTED ON LINE 9. |
| Form 990, Part XI, line 9: | Funds Transfer -10,000,000. Change in Equity Transfer PPIC 743,238. change in Equity Transfer WFIC 133,735. Funds Transfer - FMI 1,935,920. Write off Ridgeway Loan -1,958,311. Change in Equity upon merger 2,260,903. Rounding 2. |
| DISCLOSURE STATEMENT TO FORMS 5471: | UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF INTERNAL REVENUE CODE SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF US PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 3, 4, AND/OR 5 FILER WITH RESPECT TO WHEATON FRANCISCAN INSURANCE COMPANY, FEIN #98-0691609. THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 WITH RESPECT TO THE FOREIGN CORPORATION ON THE TAXPAYER'S BEHALF BY THE US TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: WHEATON FRANCISCAN SERVICES, INC. ADDRESS: 26 W171 ROOSEVELT ROAD, WHEATON IL 60187 FEIN NUMBER OF US TAX RETURN WITH WHICH FORM 5471 WAS FILED: 36-3262111 IRS SERVICE CENTER WHERE US TAX RETURN WAS OR WILL BE FILED: E-FILED |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Wheaton Franciscan Sisters Foundation (1) | ||||||||||
| PO BOX 667 | Wheaton | IL | 60187 | 391471463 | Holding Company | WI | 501(c)(3) | Line 12c, III-FI | WFSI | Yes (1) |
| Franciscan Sisters Charitable Fund of CO (2) | ||||||||||
| 2626 Osceola Street | Denver | CO | 80212 | 840733072 | Auxiliary | CO | 501(C )(3) | Line 7 | WF Sisters Fndn Inc | 0 |
| Set Ministry Inc (3) | ||||||||||
| 2977 North 50th Street | Milwaukee | WI | 53210 | 391618277 | Social Work | WI | 501(C )(3) | Line 10 | WF Sisters Fndn Inc | 0 |
| St Catherine's Hospital Inc (4) | ||||||||||
| 9555 76th Street | Pleasant Prairie | WI | 53158 | 390855075 | Hospital | WI | 501(C )(3) | Line 3 | WF Sisters Fndn Inc | 0 |
| UHS Inc (4) | ||||||||||
| 6308 Eighth Avenue | Kenosha | WI | 53143 | 391956749 | Hospital | WI | 501(C )(3) | Line 3 | NONE | 0 |
| Upendo Village NFP (5) | ||||||||||
| PO Box 3570 | Lisle | IL | 60532 | 331007368 | HIV Support | IL | 501(C )(3) | Line 10 | WF Sisters Fndn Inc | 0 |
| Assisi Homes- Batavia Apartments Inc (6) | ||||||||||
| 1259 East Wilson Street | Batavia | IL | 60510 | 363914084 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes- Colony Park Inc (6) | ||||||||||
| 550 East Thornhill Drive | Carol Stream | IL | 60188 | 364039278 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes- Constitution House Inc (6) | ||||||||||
| 401 North Constitution Drive | Aurora | IL | 60506 | 364049150 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes- Jefferson Court Inc (6) | ||||||||||
| 415 East Knapp Street | Milwaukee | WI | 53202 | 391771526 | Housing | WI | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes- Kenosha Inc (6) | ||||||||||
| 1860 27th Avenue | Kenosha | WI | 53140 | 391814815 | Housing | WI | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes- Saxony Inc | ||||||||||
| 1876 22nd Avenue | Kenosha | WI | 53140 | 391790498 | Housing | WI | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes of Gurnee Inc (6) | ||||||||||
| 3495 West Grand Avenue | Gurnee | IL | 60031 | 363942336 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes of Illinois Inc (7) | ||||||||||
| 2126 West Roosevelt Road | Wheaton | IL | 60187 | 363803443 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes of Neenah Inc (6) | ||||||||||
| 210 Byrd Avenue | Neenah | WI | 54946 | 363767250 | Housing | WI | 501(C )(3) | Line 10 | FMI | 0 |
| Canticle Place Inc (6) | ||||||||||
| 26 W 171 Roosevelt Rd | Wheaton | IL | 601870667 | 363957850 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Catherine Marian Housing Inc (8) | ||||||||||
| 806 South Wisconsin Avenue | Racine | WI | 53403 | 391657098 | Housing | WI | 501(C )(3) | Line 10 | FMI | 0 |
| Clare Gardens Inc (9) | ||||||||||
| 2626 Osceola Street | Denver | CO | 80212 | 237200039 | Housing | CO | 501(C )(3) | Line 10 | FMI | 0 |
| Clare of Assisi Homes-Westminster Inc (9) | ||||||||||
| 2451 West 82nd Place | Westminster | CO | 80031 | 742740978 | Housing | CO | 501(C )(3) | Line 10 | FMI | 0 |
| Dayspring Villa Inc (10) | ||||||||||
| 3777 West 26th Avenue | Denver | CO | 80211 | 363933908 | Housing | CO | 501(C )(3) | Line 10 | FMI | 0 |
| Francis Heights Inc (9) | ||||||||||
| 2626 Osceola Street | Denver | CO | 80212 | 840626174 | Housing | CO | 501(C )(3) | Line 10 | FMI | 0 |
| Marian Housing Center Inc (8) | ||||||||||
| 4105 Spring Street | Racine | WI | 53405 | 391515867 | Housing | WI | 501(C )(3) | Line 10 | FMI | 0 |
| Marian Park Inc (6) | ||||||||||
| 2126 West Roosevelt Road | Wheaton | IL | 60187 | 362750105 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Ridgeway Place Inc (11) | ||||||||||
| 155 East Ridgeway Avenue | Waterloo | IA | 50702 | 421416064 | Housing | IA | 501(C )(3) | Line 10 | FMI | 0 |
| Villa Maria Inc (9) | ||||||||||
| 2461 West 82nd Place | Westminster | CO | 80031 | 841347868 | Housing | CO | 501(C )(3) | Line 10 | FMI | 0 |
| Assisi Homes LaSalle Manor Inc (6) | ||||||||||
| 26 W 171 Roosevelt Rd | Wheaton | IL | 60187 | 800623447 | Housing | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Alexandria Manor Inc (6) | ||||||||||
| 600 East Jackson St Unit M-50 | Alexandria | IN | 46001 | 475177987 | HOUSING | IN | 501(C )(3) | Line 10 | FMI | 0 |
| Indianapolis Manor 1 Inc (6) | ||||||||||
| 7950 Harcourt Rd | Indianapolis | IN | 46260 | 475178092 | HOUSING | IN | 501(C )(3) | Line 10 | FMI | 0 |
| Kokomo Manor Inc (6) | ||||||||||
| 510 Elk Dr | Kokomo | IN | 46902 | 475189624 | HOUSING | IN | 501(C )(3) | Line 10 | FMI | 0 |
| Indianapolis Manor 2 Inc (6) | ||||||||||
| 1840 Perkins Ave | Indianapolis | IN | 46203 | 475178185 | HOUSING | IN | 501(C )(3) | Line 10 | FMI | 0 |
| Princeton Ministries 4 Inc (9) | ||||||||||
| 655 Grace Court | Princeton | KY | 42445 | 475202983 | HOUSING | KY | 501(C )(3) | Line 10 | FMI | 0 |
| Richardson Ministries Inc (12) | ||||||||||
| 500 Rockingham Lane | Richardson | TX | 75080 | 475202868 | HOUSING | TX | 501(C )(3) | Line 10 | FMI | 0 |
| Effingham Ministries Inc (6) | ||||||||||
| 512 Hendelmeyer | Effingham | IL | 62401 | 475190275 | HOUSING | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Moline Ministries 1 Inc (6) | ||||||||||
| 4201 22nd Street | Moline | IL | 61265 | 475216971 | HOUSING | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Moline Ministries 2 Inc (6) | ||||||||||
| 4201 22nd Street | Moline | IL | 61265 | 475217175 | HOUSING | IL | 501(C )(3) | Line 10 | FMI | 0 |
| Lake Wales Ministries Inc (13) | ||||||||||
| 504 South 4th Street | Lake Wales | FL | 33853 | 475190723 | HOUSING | FL | 501(C )(3) | Line 10 | FMI | 0 |
| Pendleton Ministries 2 Inc (14) | ||||||||||
| 950 Cherry St G-1 | Pendleton | SC | 29670 | 475247951 | HOUSING | SC | 501(C )(3) | Line 10 | FMI | 0 |
| Tucson Ministries Inc (15) | ||||||||||
| 4131 North Western Winds Drive | Tucson | AZ | 85705 | 475239406 | HOUSING | AZ | 501(C )(3) | Line 10 | FMI | 0 |
| Phoenix Ministries 3 Inc | ||||||||||
| 7220 North 27th Ave | Phoenix | AZ | 85051 | 475217326 | HOUSING | AZ | 501(C )(3) | Line 10 | FMI | 0 |
| Davenport Ministries Inc | ||||||||||
| 7218 Hillandale Rd Apt 1 | Davenport | IA | 52806 | 475227048 | HOUSING | IA | 501(C )(3) | Line 10 | FMI | 0 |
| Franciscan Ministries Inc | ||||||||||
| 26 W171 Roosevelt Road | Wheaton | IL | 60187 | 363259684 | Holding Company | IL | 501(c)(3) | Line 12c, III-FI | WFSI | Yes (1) |
| Paducah Ministries 1 Inc (9) | ||||||||||
| 650 College Ave 77 | Paducah | KY | 42001 | 475203278 | Housing | KY | 501(c)(3) | Line 10 | FMI | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wheaton Franciscan Insurance Company (16) | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 69 GT | AddressLine1Txt |
| City | Georgetown | CityNm |
| Province Or State | Grand Cayman | ProvinceOrStateNm |
| Country | CJ | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980691609 | EIN |
| Primary Activities | Financial | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Wheaton Franciscan Sisters Foundation Inc | ||
| P | $71,329 | Corp Assess |
| Wheaton Franciscan Insurance Company | ||
| S | $133,735 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch R, Part II footnote 1: | (1) Effective 6/30/2017, Wheaton Franciscan Sisters Foundation Inc. was merged into Wheaton Franciscan Services Inc. (2) Effective 3/24/2016, Wheaton Franciscan Sisters Foundation Inc. withdrew as the corporate member. (3) Effective 12/31/2016, Wheaton Franciscan Sisters Foundation Inc. withdrew as the corporate member. (4) Effective 10/26/2016, the change in control and affiliation between Wheaton Franciscan Services Inc and United were completed. (5) Effective 06/30/2017, Wheaton Franciscan Sisters Foundation Inc. withdrew as the corporate member. (6) Effective 2/1/17, these Franciscan Ministries organizations were transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (7) Effective 8/1/16, this Franciscan Ministries organization was transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (8) Effective 3/31/16, Franciscan Ministries Inc withdrew as collaborative member. (9) Effective 7/1/16, these Franciscan Ministries organizations were transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (10) Effective 8/1/16, Dayspring Villa was sold to Capella Living Solutions. (11) Effective 2/24/17, Ridgeway Place Inc ceased operations. (12) Effective 11/1/16, this Franciscan Ministries organization was transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (13) Effective 1/1/17, this Franciscan Ministries organization was transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (14) Effective 4/1/17, this Franciscan Ministries organization was transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (15) Effective 6/1/17, this Franciscan Ministries organization was transferred to Mercy Housing of Colorado and as a result ceased to be related as of this date. (16) Effective 3/3/17, Wheaton Franciscan Insurance Company was liquidated. |
| Sch R, Part II footnote 2: | Direct Controlling entity full name: WFSI - Wheaton Franciscan Service Incorporated WF Sisters Fndn - Wheaton Franciscan Sisters Foundation FMI - Franciscan Ministries Incorporated |