Wheaton Franciscan St Joseph Foundation Inc

Milwaukee, WI
Tax-exempt since March 1946
EIN: 39-1636804

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$354k (2019)

Expenses

$295k (2019)

Total Assets

$5.02M (2019)

Total Liabilities

$123k (2019)

Source: Form 990 tax filings from 2011 to 2019

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2020

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Revenue

$353,624

Expenses

$294,724

Net Income

$58,900

Net Assets

$4,893,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$288,513	81.6%
Program Services	$0
Investment Income	$73,148	20.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$8,877
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$5,016,616
Total Liabilities	$122,964
Net Assets	$4,893,652

Compensation

Key Employees and Officers	Compensation	Related	Other
John Matter (Chair (End 2/2019))	$0	$0	$0
Kathy Szeflinski (Vice Chair (End 2/2019)/Chair (Start 2/2019))	$0	$0	$0
Oretha Harris (Secretary (End 11/2018))	$0	$0	$0
Val Johnson (Secretary (Start 11/2018))	$0	$0	$0
Stephen Ragatz Md (Treasurer (End 2/2019)/Vice Chair (Start 2/2019))	$0	$0	$0
Margaret Carr Md (Treasurer (Start 2/2019))	$0	$811,316	$39,058
Timothy J Richman (Ex Officio)	$0	$310,380	$45,867
Kevin J Kluesner (Ex Officio)	$0	$360,189	$43,734
Marc Abernethy (Director)	$0	$0	$0
Patti Bringe (Director (End 11/2018))	$0	$0	$0
Mike Kotecki (Director)	$0	$0	$0
Nelson Phillips Iii (Director)	$0	$0	$0
Jonathan Sohn (Cfo, Ministry Market)	$0	$611,660	$42,773
Lisa A Froemming (Ministry Market Vp, Foundation Development)	$0	$309,404	$34,735

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990

Filed on May 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending June
2018

Revenue

$1,124,539

Expenses

$469,624

Net Income

$654,915

Net Assets

$4,445,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$808,623	71.9%
Program Services	$0
Investment Income	$147,663	13.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$168,253	15.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,570,302
Total Liabilities	$124,316
Net Assets	$4,445,986

Compensation

Key Employees and Officers	Compensation	Related	Other
John Matter (Chair)	$0	$0	$0
Kathy Szeflinski (Secretary (End 11/2017) Vice Chair (Start 11/2017))	$0	$0	$0
Mark Bruce Do (Vice Chair (End 11/2017))	$0	$0	$0
Oretha Harris (Secretary (Start 11/2017))	$0	$0	$0
Stephen Ragatz Md (Treasurer (Start 11/2017))	$0	$0	$0
Christopher Gerlach (Treasurer (End 7/2017))	$0	$0	$0
Christopher J Krizek (Executive Director (End 12/2017))	$0	$156,045	$34,176
Marc Abernethy (Director)	$0	$0	$0
Patti Bohne (Director (End 11/2017))	$0	$0	$0
Patti Bringe (Director)	$0	$0	$0
Nelson Phillips Iii (Director)	$0	$0	$0

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990

Filed on May 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$587,014

Expenses

$231,394

Net Income

$355,620

Net Assets

$4,220,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$294,550	50.2%
Program Services	$0
Investment Income	$314,394	53.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$22,815
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,538,690
Total Liabilities	$318,200
Net Assets	$4,220,490

Compensation

Key Employees and Officers	Compensation	Related	Other
Mark Bruce Do (Vice Chair)	$0	$0	$0
Jodi Czernejewski (Treasurer (End 11/2016))	$0	$0	$0
Christopher Gerlach (Secretary (End 11/2016)/Treasurer (Start 11/2016))	$0	$0	$0
Christopher Krizek (Exec Director)	$0	$153,193	$35,848
John Matter (Chair)	$0	$0	$0
Kathy Szeflinski (Secretary (Start 11/2016))	$0	$0	$0
Marc Abernethy (Director)	$0	$0	$0
Patti Bohne (Director)	$0	$0	$0
Patti Bringe (Trustee)	$0	$0	$0
Dawn Conlin (Director (End 11/2016))	$0	$0	$0
Brian Dix (Director (End 11/2016))	$0	$0	$0
Oretha Harris (Director)	$0	$0	$0
Kira Lafond (Director (End 11/2016))	$0	$0	$0
Emily Phillips (Director (End 11/2016))	$0	$0	$0
Nelson Phillips Iii (Director)	$0	$0	$0
Stephen Ragatz Md (Director)	$0	$0	$0
Debra Standridge (Director (End 8/2016))	$0	$490,937	$70,359
Jascha Walter (Director (End 11/2016))	$0	$0	$0
Adam Whitehill (Director (End 11/2016))	$0	$0	$0

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990

Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$670,953

Expenses

$617,886

Net Income

$53,067

Net Assets

$3,944,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$593,678	88.5%
Program Services	$0
Investment Income	$101,013	15.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$25,225
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,084,691
Total Liabilities	$140,586
Net Assets	$3,944,105

Compensation

Key Employees and Officers	Compensation	Related	Other
Marc Abernethy (Director)	$0	$0	$0
Patti Bohne (Director)	$0	$0	$0
Patti Bringe (Trustee Director)	$0	$0	$0
Mark Bruce Do (V Chair / Treasurer Director)	$0	$0	$0
Margaret Carr Md (Trustee)	$0	$817,355	$48,629
Dawn Conlin (Director)	$0	$0	$0
Jodi Czernejewski (Treasurer Director)	$0	$0	$0
Brian Dix (Trustee)	$0	$0	$0
Chris Gerlach (Secretary Director)	$0	$0	$0
Maureen Greene (Secretary Director)	$0	$101,176	$44,545
Oretha Harris (Director)	$0	$0	$0
Kira La Fond (Trustee Director)	$0	$0	$0
Shelli Marquardt (Director)	$0	$160,615	$37,788
John Matter (Chair / V Chair Director)	$0	$0	$0
Emily Phillips (Trustee Director)	$0	$0	$0
Nelson Phillips Iii (Director)	$0	$0	$0
Stephen Ragatz Md (Director)	$0	$0	$0
Katina Shaw (Trustee)	$0	$0	$0
Debra Standridge (Director)	$0	$729,651	$92,815
Daniel Stich (Trustee Director)	$0	$0	$0
Kathy Szeflinski (Director)	$0	$0	$0
Jascha Walter (Trustee Director)	$0	$0	$0
Adam Whitehill (Trustee Director)	$0	$0	$0
Christopher Krizek (Interim Exec Director)	$0	$152,869	$46,106

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990

Filed on May 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$989,135

Expenses

$661,757

Net Income

$327,378

Net Assets

$3,891,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$887,786	89.8%
Program Services	$0
Investment Income	$167,401	16.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$71,896
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,076,626
Total Liabilities	$185,588
Net Assets	$3,891,038

Compensation

Key Employees and Officers	Compensation	Related	Other
Patti Bohne (Director)	$0	$0	$0
Patti Bringe (Trustee Director)	$0	$0	$0
Mark Bruce Do (Treasurer Director)	$0	$0	$0
Margaret Carr Md (Trustee)	$0	$806,354	$47,296
Dawn Conlin (Director)	$0	$0	$0
Jodi Czernejewski (Trustee Director)	$0	$0	$0
Brian Dix (Trustee)	$0	$0	$0
Chris Gerlach (Trustee Director)	$0	$0	$0
Maureen Greene (Secretary Director)	$0	$98,413	$36,026
Victoria Hill (Director)	$0	$0	$0
Val Johnson (Chair Director)	$0	$0	$0
Meldon Jones (Trustee Director)	$0	$0	$0
Kira La Fond (Trustee Director)	$0	$0	$0
Shelli Marquardt (Director)	$0	$137,361	$31,266
John Matter (Vice Chair/Treasurer Directo)	$0	$0	$0
Emily Phillips (Trustee Director)	$0	$0	$0
Stephen Ragatz Md (Director)	$0	$0	$0
Katina Shaw (Trustee)	$0	$0	$0
Don Smith (Director)	$0	$0	$0
Debra Standridge (Director)	$0	$475,455	$67,171
Daniel Stich (Trustee Director)	$0	$0	$0
Jascha Walter (Trustee Director)	$0	$0	$0
Adam Whitehill (Trustee Director)	$0	$0	$0
John Oliverio (President & Ceo Wfh)	$0	$2,273,133	$233,673
Jonathan Sohn (Chief Financial Officer Wfh)	$0	$623,808	$84,989

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990

Filed on May 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending June
2014

Revenue

$792,972

Expenses

$735,609

Net Income

$57,363

Net Assets

$3,563,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$650,952	82.1%
Program Services	$0
Investment Income	$193,159	24.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$54,572
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,719,830
Total Liabilities	$156,170
Net Assets	$3,563,660

Compensation

Key Employees and Officers	Compensation	Related	Other
Patti Bohne (Officer Director)	$0	$0	$0
Patti Bringe (Officer Director)	$0	$0	$0
Margaret Carr Md (Director)	$0	$807,469	$42,388
Jodi Czernejewski (Officer Director)	$0	$0	$0
Coreen Dicus Johnson (Director)	$0	$468,828	$57,141
Brian Dix (Director)	$0	$0	$0
Chris Gerlach (Officer Director)	$0	$0	$0
Maureen Greene (Officer Director)	$0	$94,190	$31,278
Victoria Hill (Director)	$0	$0	$0
Val Johnson (Officer Director)	$0	$0	$0
Meldon Jones (Officer Director)	$0	$0	$0
Shelli Marquardt (Director)	$0	$141,243	$21,753
John Matter (Officer Director)	$0	$0	$0
Stephen Ragatz Md (Director)	$0	$0	$0
Katina Shaw (Director)	$0	$0	$0
Don Smith (Director)	$0	$0	$0
Debra Standridge (Director)	$0	$534,470	$76,233
Daniel Stich (Officer Director)	$0	$0	$0
Jascha Walter (Officer Director)	$0	$0	$0
Kenneth Buser (Former Officer/ Director/ Key)	$0	$536,357	$155,538
John Oliverio (Former Officer/ Director/ Key)	$0	$2,716,469	$229,687
Jonathan W Sohn (Former Officer/ Director/ Key)	$0	$615,429	$80,026

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990

Filed on May 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending June
2013

Revenue

$830,239

Expenses

$623,862

Net Income

$206,377

Net Assets

$3,506,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$714,669	86.1%
Program Services	$0
Investment Income	$168,046	20.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$55,415
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,606,273
Total Liabilities	$99,976
Net Assets	$3,506,297

990

Filed on June 26, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$1,107,185

Expenses

$824,544

Net Income

$282,641

Net Assets

$3,299,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$938,997	84.8%
Program Services	$0
Investment Income	$224,882	20.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$56,620
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,431,820
Total Liabilities	$131,900
Net Assets	$3,299,920

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$806,519

Expenses

$415,110

Net Income

$391,409

Net Assets

$3,017,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$645,221	80.0%
Program Services	$0
Investment Income	$210,771	26.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$52,174
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,103,585
Total Liabilities	$86,306
Net Assets	$3,017,279

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

Wheaton Franciscan St Joseph Foundation Inc

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $354k (2019)

Expenses $295k (2019)

Total Assets $5.02M (2019)

Total Liabilities $123k (2019)

Tax Filings by Year

Fiscal Year Ending June 2020

No Extracted Financial Data

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2010

No Extracted Financial Data

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Fiscal Year Ending June 2009

No Extracted Financial Data

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Fiscal Year Ending June 2008

No Extracted Financial Data

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990

Fiscal Year Ending June 2007

No Extracted Financial Data

Document Links

Revenue

$354k (2019)

Expenses

$295k (2019)

Total Assets

$5.02M (2019)

Total Liabilities

$123k (2019)

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001