Wheaton Franciscan Healthcare - Circle of Life Foundation Inc

Nonprofit profile at a glance

EIN
562426294
IRS 990 coverage
2009–2018
Forms available
Form 990 2018
Location
Brown Deer, WI, USA
Phone
3147338000
Rating
31
Verdict
REVIEW
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$9,856
Expenses
$0
Assets
$320,882
Liabilities
$0

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

Leadership & pay

10 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

Programs health challenges can leave us feeling lost and alone. The circle of life foundation supports several programs to provide comfort, support and education. Adopt-a-room maintaining a home-like environment at a transitional and extended care facilities is important to the well being of each patient and resident. Through our adopt-a-room program, adopted rooms received new furniture, including an armoire, bedside cabinet, head and foot board for the bed, and stylish new chair. The room is stenciled with a border to personalize it even further. Approximately 25 rooms have been adopted to date, some in memory of loved ones, some to honor friends and family, and even one in celebration of a wedding. Adopted rooms are marked with a customized commemorative plaque. A room may be sponsored in its entirety or contributions may be made toward the adopt-a-room program. Dream a little dream everyone needs a dream. Some people just have a harder time seeing their dream come true. The circle of life foundation is there to help those people with its dream a little dream program. This program fulfills the dreams of wheaton franciscan home health & hospice patients, as well as residents of franciscan woods and the terrace at st. Francis. Dreams come in all sizes and shapes and may be submitted by the patient or a caregiver.

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - Most voting board members are independent. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 55
  • Accountability: 64
  • Sustainability: 8
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 15th 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: No; rating input score 0

Accountability

  • Independent voting board: 62.5%; rating input score 62; 20th 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: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: 0; rating input score 72; 72nd percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -42.8% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -17.3% per year; rating input score 0; 25th percentile among comparable filings
  • Asset growth: 5.3% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: 5 of 8 board members independent · 6 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $942K · 10 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 13 of 14 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes executive pay and related organizations
  • Filing history: 10 filing years from 2009 to 2018
  • Contacts: How to reach this organization
  • Related organizations: 424 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 — Financial Efficiency: Mission deployment rate 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.
  • High — Growth: Revenue growth scored 0/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.