St Francis Home of Fond Du Lac Wisconsin Inc

Nonprofit profile at a glance

EIN
391029998
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2020
Location
Fond Du Lac, WI, USA
Phone
9209265519
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Official website

Reported finances

Revenue
$16,794,544
Expenses
$16,514,927
Assets
$14,595,304
Liabilities
$6,950,128

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • DENISE GLOEDE (DIRECTOR, PRESIDENT-POST ACUTE)
  • STEVEN SMOOT (VICE PRESIDENT, COO AT SSM HEALTH)

Highest reported compensation

  • STEVEN SMOOT (VICE PRESIDENT, COO AT SSM HEALTH): $5,893,589 total reported compensation
  • DOUGLAS LONG (SECRETARY, CLO AT SSM HEALTH): $3,899,295 total reported compensation
  • RANDALL COMBS (FORMER OFFICER): $2,953,173 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide compassionate care that brings hope, health and wholeness to all we serve. The organization provides skilled nursing care, independent living and assisted living facilities. St. Francis home is the heart of its care campus.

What it reported doing in 2024

St. Francis home of fond du lac, Wisconsin, inc. Operates a nursing home and related health care facilities providing various programs for the care of the elderly, injured, and sick. This medicare-certified skilled nursing facility specializes in long-term care for the elderly. It provides the latest in nursing home care, stressing a home-like atmosphere for residents and offering a special unit dedicated to the care of residents with alzheimer's disease. St. Clare terrace offers independent living options. This safe, secure community living environment provides residents a fulfilling lifestyle in their retirement years. St. Francis terrace offers assisted living care. This is an interim care option that provides some nursing support and assistance, yet allows people to live independently.

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 60
  • Accountability: 28
  • Sustainability: 32
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.9%; rating input score 87
  • Program expense ratio: 88.4%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.7%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.88; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0.48; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 64.4%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: -0.3% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 13th percentile among comparable filings
  • Asset growth: -2% per year; rating input score 0; 6th percentile among comparable filings

Details

  • Where the money goes: 86.9% of revenue deployed · 88.4% of spending went to programs
  • Governance: 0 of 4 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $14.6M in reported program spending
  • Leadership: top reported pay $5.9M · 6 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $623K reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 8 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 88 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.