WHEATON FRANCISCAN SERVICES INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHEATON FRANCISCAN SERVICES INC (EIN 36-3262111)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-15
- IRS object ID
- 202021369349301237
- Schema version
- 2018v3.1
- 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 | 2020-05-15T09:20:33-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 W 171 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 | 2020-05-15 | 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 | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.1.30.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 08:55:46 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0882A3BD3791635C134A938B8FF3C2B174769BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $22,020,805 | 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 | TO CARRY OUT THE MISSION AND PHILOSOPHY OF HUMAN AND COMMUNITY DEVELOPMENT OF (SEE SCHEDULE O) THE WHEATON FRANCISCAN SISTERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $718,715 | PYInvestmentIncomeAmt |
| CY Investment Income | $824,317 | CYInvestmentIncomeAmt |
| PY Other Revenue | $413,819 | PYOtherRevenueAmt |
| CY Other Revenue | $196,001 | CYOtherRevenueAmt |
| PY Total Revenue | $1,132,534 | PYTotalRevenueAmt |
| CY Total Revenue | $1,020,318 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,102,767 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,683,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $244,789 | PYOtherExpensesAmt |
| CY Other Expenses | $238,176 | CYOtherExpensesAmt |
| PY Total Expenses | $1,347,556 | PYTotalExpensesAmt |
| CY Total Expenses | $1,921,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$215,022 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$901,008 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,107,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,186,408 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,314,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,357,775 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,792,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,828,633 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CARRY OUT THE MISSION AND PHILOSOPHY OF HUMAN AND COMMUNITY DEVELOPMENT OF THE WHEATON FRANCISCAN SISTERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,800,114 | ExpenseAmt |
| Grant | $1,683,150 | GrantAmt |
| Desc | WHEATON FRANCISCAN SERVICES INC. (WFSI) IS A CATHOLIC, NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO PROMOTE, SUPPORT AND ENGAGE IN RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC MINISTRIES OF THE FRANCISCAN SISTERS, DAUGHTERS OF THE SACRED HEARTS OF JESUS AND MARY, ALSO KNOWN AS THE WHEATON FRANCISCAN SISTERS. IT IS THE RESPONSIBILITY OF WFSI TO CARRY OUT ITS CORPORATE PURPOSES IN A MANNER THAT MEETS THE PERSONAL AND SOCIAL NEEDS OF THE TIMES. WFSI PROVIDES GRANTS TO PROGRAMS AND SERVICES WHICH ARE DEVOTED TO PROMOTING LIFE AND IMPROVING AND PROTECTING THE HEALTH, WELFARE, AND PERSONAL WELL-BEING OF THE PERSONS OR ORGANIZATIONS SUPPORTED. | Desc |
| Total Program Service Expenses | $1,800,114 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | Yes (1) | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | 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 (5 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN OLIVERIO | ||||||||
| PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $3,087,072 | $0 | $16,783 | |
| SR MARGARET GREMPKA | ||||||||
| CHAIR-DIRECTOR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SR MELANIE PARADIS | ||||||||
| SECRETARY-TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WAYNE FRANGESCH | ||||||||
| SR VP HUMAN RESOURCES | 0.00 | 0.00 | $267,951 | $0 | $0 | Yes (X) | ||
| GREGORY SMITH | ||||||||
| SR. VP AND CHIEF INFO OFFI | 0.00 | 0.00 | $170,409 | $0 | $4,196 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,525,432 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,979 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,030,628 | TotalRevenueColumnAmt |
| Exclusion | $1,030,628 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $384,473 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $188,528 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $195,945 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,945 | TotalRevenueColumnAmt |
| Exclusion | $195,945 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,605,648 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,811,959 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$206,311 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$206,311 | TotalRevenueColumnAmt |
| Exclusion | -$206,311 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSITION INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $56 | TotalRevenueColumnAmt |
| Exclusion | $56 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,020,318 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,020,318 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683,150 | TotalAmt |
| Program Services | $1,683,150 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614 | TotalAmt |
| Management And General | $1,614 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,001 | TotalAmt |
| Management And General | $20,001 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,489 | TotalAmt |
| Management And General | $92,489 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,233 | TotalAmt |
| Program Services | $5,233 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,108 | TotalAmt |
| Management And General | $7,108 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,820 | TotalAmt |
| Program Services | $110,820 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PURCHASED SERVIVC | Desc |
| Total | $911 | TotalAmt |
| Program Services | $911 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,326 | TotalAmt |
| Program Services | $1,800,114 | ProgramServicesAmt |
| Management And General | $121,212 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,533,012 | BOYAmt |
| EOY | $516,315 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,842 | BOYAmt |
| EOY | $17,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,494,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $482,777 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,070,280 | BOYAmt |
| EOY | $2,011,669 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,099,803 | BOYAmt |
| EOY | $25,931,801 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,638 | BOYAmt |
| EOY | $272,798 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,051,831 | BOYAmt |
| EOY | $2,436,593 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,107,406 | BOYAmt |
| EOY | $31,186,408 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,808,526 | BOYAmt |
| EOY | $227,832 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,469 | BOYAmt |
| EOY | $1,129,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,314,995 | BOYAmt |
| EOY | $1,357,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,792,411 | BOYAmt |
| EOY | $29,828,633 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,792,411 | BOYAmt |
| EOY | $29,828,633 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,107,406 | BOYAmt |
| EOY | $31,186,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$901,008 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $937,230 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEATON FRANCISCAN SISTERS CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362297501 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | 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 |
| Supported Org Class Designated | 0 | SupportedOrgClassDesignatedInd |
| 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 Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 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 HAS A LONG-STANDING HISTROICAL RELATIONSHIP BY PROVIDING CONTRIBUTIONS TO PROMOTE, SUPPORT AND ENGAGE IN RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC MINISTRIES OF THE FRANCISCAN SISTERS, DAUGHTERS OF THE SACRED HEARTS OF JESUS AND MARY, ALSO KNOWN AS THE WHEATON FRANCISCAN SISTERS. |
| PART IV, SECTION A, LINE 5A: | (I) FRANCISCAN MINISTRIES INC., EIN; 39-3259684, (II) ORGANIZATION CEASED OPERATIONS, (III) ACTION TAKEN BY BOARD AUTHORITY, (IV) ACCOMPLISHED BY VOTE |
| PART IV, SECTION A, LINE 6: | WFSI PROVIDES GRANTS TO PROGRAMS AND SERVICES WHICH ARE DEVOTED TO PROMOTING LIFE AND IMPROVING AND PROTECTING THE HEALTH, WELFARE, AND PERSONAL WELL-BEING OF THE PERSONS OR ORGANIZATIONS SUPPORTED. |
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 | $1,394,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,777 | DepreciationAmt |
| Book Value | $911,595 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,011,669 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS HELD BY TRUSTEE | Desc |
| Book Value | $2,436,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,436,593 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS HELD IN CUSTODY FOR OTHERS | Desc |
| Amt | $1,129,943 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,129,943 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,957,548 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $937,230 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $937,230 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,020,318 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,020,318 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,921,326 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,921,326 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,921,326 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WFSI FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPENSED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY WFSI FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INTERFAITH COMMITTEE FOR DETAINED IMMIGRANTS | |||||||
| 10024 S CENTRAL PARK | CHICAGO | IL | 60655 | 461374353 | 501C3 | $100,000 | SUPPORT PROGRAMS |
| ARISE CHICAGO | |||||||
| 1436 W RANDOLPH ST SUITE 202 | CHICAGO | IL | 60607 | 201072983 | 501C3 | $75,000 | SUPPORT PROGRAMS |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | 362170821 | 501C3 | $125,000 | SUPPORT PROGRAMS |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC | |||||||
| 731 W WASHINGTON ST | MILWAUKEE | WI | 53204 | 390806321 | 501C3 | $136,000 | SUPPORT PROGRAMS |
| CORE EL CENTRO INC | |||||||
| 130 W BRUCE ST 300 | MILWAUKEE | WI | 53204 | 392042797 | 501C3 | $320,000 | SUPPORT PROGRAMS |
| THRIVE COUNSELING CENTER | |||||||
| 120 S MARION ST | OAK PARK | IL | 60302 | 362179793 | 501C3 | $135,000 | SUPPORT PROGRAMS |
| CATHOLIC THEOLOGICAL UNION | |||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 60615 | 362647967 | 501C3 | $20,000 | SUPPORT PROGRAMS |
| CONSERVATORY FOR HEALING AND HERITAGE INC | |||||||
| PO BOX 320305 | FRANKLIN | WI | 53132 | 260078171 | 501C3 | $125,000 | SUPPORT PROGRAMS |
| BEDS INC | |||||||
| PO BOX 2035 | LAGRANGE | IL | 60525 | 363741040 | 501C3 | $100,000 | SUPPORT PROGRAMS |
| CLARE WOODS ACADEMY | |||||||
| 125 E SEMINARY | WHEATON | IL | 60187 | 362778655 | 501C3 | $60,000 | SUPPORT PROGRAMS |
| BRIDGE COMMUNITIES INC | |||||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60187 | 363705951 | 501C3 | $69,000 | SUPPORT PROGRAMS |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE | |||||||
| 1229 MT LORETTA AVE | DUBUQUE | IA | 52003 | 420680493 | 501C3 | $230,000 | SUPPORT PROGRAMS |
| BETHLEHEM FARMS | |||||||
| PO BOX 415 | TALCOTT | WV | 24981 | 264449900 | 501C3 | $113,150 | SUPPORT PROGRAMS |
| HEALTH CARE NETWORK INC | |||||||
| 904 STATE ST | RACINE | WI | 53132 | 421299913 | 501C3 | $75,000 | SUPPORT PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990: PART I, LINE II | FormAndLineReferenceDesc |
| Explanation | WHEATON FRANCISCAN SERVICES INC MAINTAINS FILES AND RECORDS TO MANAGE THE DECISION MAKING AND AWARD PROCESS FOR ORGANIZATIONS THAT IT PROVIDES MINISTRY FUND GRANTS TO. DECISIONS ARE MADE BY A COMMTTEE. THE COMMITTEE STRIVES TO SPONSOR ORGANIZATIONS THAT HAVE MISSIONS THAT ALIGN WITH THE MISSION, VISION, AND VALUES OF THE WHEATON FRANCISCAN SISTERS. THE COMMITTE ALSO LOOKS FOR CERTAIN OTHER CRITERIA WHEN DECIDING WHICH ORGANIZATIONS WILL RECEIVE GRANTS INCLUDING BUT NOT LIMITED TO PROGRAMS THAT FOCUS ON THE POOR AND UNDERSERVED, HEALTH AND SHELTER, CONGREGATIONAL LIFE, SPIRITUALITY, AND OTHER WOMEN RELIGIOUS. COMMITTEE MEMBERS PERIODICALLY MEET WITH REPRESENTATIVES OF ORGANIZATIONS TO DISCUSS OBJECTIVES INCLUDING HOW GRANT DOLLARS WILL BE SPENT. ADDITIONALLY, THE COMMITTEE ASKS FOR DOCUMENTATION IN ORDER TO MONITOR THAT FUNDS WERE SPENT FOR THEIR INTENDED PURPOSE. CURRENTLY, CONFIRMATION LETTERS ARE SENT TO ORGANIZATIONS WHEN GRANTS ARE AWARDED THAT CONFIRM THE DOLLAR AMOUNT AWARDED AND THE INTENDED PURPOSE. THE GRANT RECIPIENT IS ASKED TO ACKNOWLEDGE RECEIPT OF THE FUNDS IN WRITTEN CORRESPONDENCE. FILES ARE MAINTAINED ON EACH ORGANIZATIONS TO INCLUDE COPIES OF GRANT REQUESTS, AWARD LETTERS, DENIAL LETTERS, AND ADDITIONAL DOCUMENTATION AS REQUESTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 | $3,072,594 | $0 | $0 | $0 | $14,478 | $0 | $0 | $0 | $16,783 | $0 | $3,103,855 | $0 | $0 | $0 |
| WAYNE FRANGESCH | ||||||||||||||
| SR VP HUMAN RESOURCES | $267,951 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $267,951 | $0 | $0 | $0 |
| GREGORY SMITH | ||||||||||||||
| SR. VP AND CHIEF INFO OFFI | $170,114 | $0 | $0 | $0 | $295 | $0 | $0 | $0 | $4,196 | $0 | $174,605 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4A: | FormAndLineReferenceDesc |
| Explanation | REPORTABLE PAYMENT OF DEFERRED PENSION PAYMENTS TO JOHN OLIVERIO IN THE AMOUNT OF $3,072,593. REPORTABLE PAYMENT OF DEFERRED PENSION PAYMENTS TO WAYNE FRANGESCH IN AMOUNT OF $267,951. REPORTABLE PAYMENT OF DEFERRED PENSION PAYMENTS TO GREG SMITH IN THE AMOUNT OF $170,114. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 A, LINE 8B | WHEATON FRANCISCAN SERVICES INC. NO LONGER HAS ANY COMMITTEES. |
| 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 15 | 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, 2019 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN MINISTRIES INC | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363259684 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II: | FormAndLineReferenceDesc |
| Explanation | FRANCISCAN MINISTRIES INC. WAS DISSOLVED EFFECTIVE 6/29/2019. | ExplanationTxt |
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