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Nonprofiteer
← WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC

Form 990 for tax year 2023

Filed by WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC.

Totals

Total revenue
$35,567,870
Total expenses
$35,870,871
Contributions and grants received
$321,858
Grants paid
$0
Program service revenue
$34,810,355
Investment income
$0
Other revenue
$435,657
Total assets, end of year
$91,546,167
Total liabilities, end of year
$585,993,810
Net assets or fund balances, end of year
-$494,447,643
Program services expenses (Part IX)
$17,513,618
Management and general expenses
$18,357,253
Fundraising expenses
$0
Program service expenses (Part III)
$17,513,618

Program services were 48.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL W JACKSON

    CEO, MINISTRY MARKET (START 8/2023)

    Total calculated
    $586,408
    From this org
    $0
    From related orgs
    $547,015
    Other
    $39,393
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,478 related
    Bonus
    $0 + $90,635 related
    Other
    $0 + $16,902 related
    Deferred
    $0 + $16,259 related
    Nontaxable benefits
    $0 + $23,134 related
    Filer's total
    $0 + $586,408 related

  • DONALD LAYDEN ESQ

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KAREN HUNG

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MATTHEW TYLER HANSELMAN

    CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (END 8/2023)

    Total calculated
    $755,581
    From this org
    $0
    From related orgs
    $703,679
    Other
    $51,902
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $428,666 related
    Bonus
    $0 + $223,320 related
    Other
    $0 + $51,693 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $32,102 related
    Filer's total
    $0 + $755,581 related

  • TED BALISTRERI

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TRACY JOHNSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANN MAHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BETH GRIFFIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BRYCE TOLEFREE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CATHERINE TIERNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • GEORGE KOONCE PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • IVAN GAMBO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER ANDREA J LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BRIAN C KLAMECKI RN

    REGISTERED NURSE

    Total calculated
    $163,996
    From this org
    $149,577
    From related orgs
    $0
    Other
    $14,419
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $145,140
    Bonus
    $250
    Other
    $4,187
    Deferred
    $5,311
    Nontaxable benefits
    $9,108
    Filer's total
    $163,996

  • CARRIE A PRONDZINSKI RN

    REGISTERED NURSE

    Total calculated
    $157,866
    From this org
    $134,669
    From related orgs
    $0
    Other
    $23,197
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,056
    Bonus
    $500
    Other
    $113
    Deferred
    $8,391
    Nontaxable benefits
    $14,806
    Filer's total
    $157,866

  • CASSI SCAIFE

    DIRECTOR OF NURSING

    Total calculated
    $184,675
    From this org
    $143,808
    From related orgs
    $0
    Other
    $40,867
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,629
    Bonus
    $13,981
    Other
    $1,198
    Deferred
    $10,066
    Nontaxable benefits
    $30,801
    Filer's total
    $184,675

  • KRISTINE E LEMLEY RN

    REGISTERED NURSE

    Total calculated
    $150,227
    From this org
    $132,488
    From related orgs
    $0
    Other
    $17,739
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,821
    Bonus
    $500
    Other
    $167
    Deferred
    $8,763
    Nontaxable benefits
    $8,976
    Filer's total
    $150,227

  • SHEILA D GANSEMER RN

    CHIEF NURSING OFFICER

    Total calculated
    $279,344
    From this org
    $251,932
    From related orgs
    $0
    Other
    $27,412
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $246,415
    Bonus
    $500
    Other
    $5,017
    Deferred
    $16,282
    Nontaxable benefits
    $11,130
    Filer's total
    $279,344

  • BERNARD J SHERRY

    FORMER OFFICER (END 4/2023)

    Total calculated
    $2,114,600
    From this org
    $0
    From related orgs
    $2,082,928
    Other
    $31,672
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,017 related
    Bonus
    $0 + $1,153,025 related
    Other
    $0 + $636,886 related
    Deferred
    $0 + $17,273 related
    Nontaxable benefits
    $0 + $14,399 related
    Filer's total
    $0 + $2,114,600 related

  • JONATHAN SOHN

    FORMER OFFICER (END 9/2021)

    Total calculated
    $1,510,234
    From this org
    $0
    From related orgs
    $1,448,615
    Other
    $61,619
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,198 related
    Bonus
    $0 + $820,765 related
    Other
    $0 + $95,652 related
    Deferred
    $0 + $21,450 related
    Nontaxable benefits
    $0 + $40,169 related
    Filer's total
    $0 + $1,510,234 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING CALENDAR YEAR 2023: BERNARD J. SHERRY - $552,500
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349305264

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