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← WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC

Form 990 for tax year 2022

Filed by WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC.

Totals

Total revenue
$34,301,261
Total expenses
$34,463,400
Contributions and grants received
$89,044
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$19,565,450
Management and general expenses
$14,897,950
Fundraising expenses
$0
Program service expenses (Part III)
$19,565,450

Program services were 56.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BERNARD J SHERRY

    EX-OFFICIO/CEO, MINISTRY MARKET (END 4/2023)

    Total calculated
    $2,132,967
    From this org
    $0
    From related orgs
    $2,074,918
    Other
    $58,049
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $840,707 related
    Bonus
    $0 + $1,020,000 related
    Other
    $0 + $214,211 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $38,224 related
    Filer's total
    $0 + $2,132,967 related

  • DONALD LAYDEN ESQ

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KAREN HUNG

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 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 (START 9/2022)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER ANDREA J LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MATTHEW TYLER HANSELMAN

    CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (START 5/2023)

    Total calculated
    $682,503
    From this org
    $0
    From related orgs
    $634,732
    Other
    $47,771
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,659 related
    Bonus
    $0 + $120,000 related
    Other
    $0 + $124,073 related
    Deferred
    $0 + $18,015 related
    Nontaxable benefits
    $0 + $29,756 related
    Filer's total
    $0 + $682,503 related

  • SHEILA D GANSEMER RN

    CHIEF NURSING OFFICER

    Total calculated
    $272,598
    From this org
    $193,885
    From related orgs
    $51,938
    Other
    $26,775
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $191,107 + $51,283 related
    Bonus
    $0
    Other
    $2,778 + $655 related
    Deferred
    $14,350 + $1,558 related
    Nontaxable benefits
    $8,425 + $2,442 related
    Filer's total
    $216,660 + $55,938 related

  • CARRIE A PRONDZINSKI RN

    REGISTERED NURSE

    Total calculated
    $138,675
    From this org
    $117,507
    From related orgs
    $0
    Other
    $21,168
    Hours/week
    50

  • CASSI SCAIFE

    DIRECTOR OF NURSING

    Total calculated
    $168,325
    From this org
    $133,686
    From related orgs
    $0
    Other
    $34,639
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $120,281
    Bonus
    $12,339
    Other
    $1,066
    Deferred
    $8,428
    Nontaxable benefits
    $26,211
    Filer's total
    $168,325

  • KRISTINE E LEMLEY RN

    REGISTERED NURSE

    Total calculated
    $143,505
    From this org
    $126,551
    From related orgs
    $0
    Other
    $16,954
    Hours/week
    50

  • REMY V ROD RN

    REGISTERED NURSE

    Total calculated
    $141,813
    From this org
    $127,286
    From related orgs
    $0
    Other
    $14,527
    Hours/week
    50

  • RONALD A PURKAPILE

    LAB DIRECTOR

    Total calculated
    $167,168
    From this org
    $148,981
    From related orgs
    $0
    Other
    $18,187
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,102
    Bonus
    $17,251
    Other
    $628
    Deferred
    $9,747
    Nontaxable benefits
    $8,440
    Filer's total
    $167,168

  • JONATHAN SOHN

    FORMER OFFICER (END 9/2021)

    Total calculated
    $1,343,939
    From this org
    $0
    From related orgs
    $1,289,649
    Other
    $54,290
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,290 related
    Bonus
    $0 + $660,000 related
    Other
    $0 + $93,359 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $34,465 related
    Filer's total
    $0 + $1,343,939 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441359349306629

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