Wheaton Franciscan - Elmbrook Memorial Foundation Inc

Nonprofit profile at a glance

EIN
392028808
IRS 990 coverage
2009–2018
Forms available
Form 990 2018
Location
Brookfield, WI, USA
Phone
3147338000
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Single Organization Support

Official website

Reported finances

Revenue
$187,021
Expenses
$163,455
Assets
$1,654,716
Liabilities
$7,539

Source: IRS Form 990. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

14 people listed

Source: IRS Form 990. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Rooted in the loving ministry of jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. Our catholic health ministry is dedicated to spiritually-centered, holistic care which sustains and improves the health of individuals and communities. We are advocates for a compassionate and just society through our actions and our words.

What it reported doing in 2018

The elmbrook foundation actively builds and sustains philanthropic support for the advancement of health care in the surrounding communities. Fulfilling that mission means the foundation can provide the programs and services the patients need and will continue to care for everyone who walk through the doors - regardless of their ability to pay. The foundation advances ascension's mission by securing funds to sustain and enhance ascension se Wisconsin hospital - elmbrook campus' exceptional health care services. Gifts from donors have funded many advances in care such as: helping save the lives of cancer patients by providing the latest technology in radiation oncology. Offering women a wide variety of state-of-the-art breast health testing including mammography, ultrasound and biopsy at the pavlic center. Enabling the highly educated medical staff to be well-equipped with the most current knowledge and skills through continuing education funded by the foundation. The foundation also helps sustain ascension elmbrook hospital's charitable care program, which contributes annually to the health care needs of low-income, uninsured, under-insured or other vulnerable patients in our community. Additional foundation funds assist elmbrook hospital's community support groups and health care screenings.

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 73
  • Accountability: 70
  • Sustainability: 66
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.5%; rating input score 89
  • Program expense ratio: 99.9%; rating input score 100
  • Fundraising efficiency: $3,433.84 raised per $1 spent on fundraising; rating input score 99; 99th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 24th 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: 98.9%; rating input score 99; 56th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 66.7%; rating input score 67; 16th percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Limited
    • 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: 12.6%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 10.12; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 59; 59th percentile among comparable filings
  • Officer compensation ratio: 126.1%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 8.5% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 5.6% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 9.7% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 88.5% of revenue deployed · 99.9% of spending went to programs
  • Governance: 6 of 9 board members independent · 6 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $163K in reported program spending
  • Leadership: top reported pay $850K · 14 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 10 filing years from 2009 to 2018
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 426 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • Review — Sustainability: Liabilities to assets ratio scored 59/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.