SACRED HEART HOSPITAL OF THE HOSPIT AL SISTERS-3RD ORDER OF ST FRANCIS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART HOSPITAL OF THE HOSPIT AL SISTERS-3RD ORDER OF ST FRANCIS (EIN 39-0807060)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-28
- IRS object ID
- 202341189349301229
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-28T18:37:52+00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390807060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sacred Heart Hospital of Hospital Sisters of Third Order of St Francis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 7157176121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 West Clairemont Avenue | AddressLine1Txt |
| City | Eau Claire | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA ALLEN | PersonNm |
| Person Title | DIVISION CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mallory Fairless | PreparerPersonNm |
| PTIN | P01321579 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA ALLEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 West Clairemont Avenue | AddressLine1Txt |
| City | Eau Claire | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $236,251,511 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sacredhearteauclaire.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO REVEAL AND EMBODY CHRIST'S HEALING LOVE FOR ALL PEOPLE THROUGH OUR HIGH QUALITY FRANCISCAN HEALTH CARE MINISTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1097 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $1,186,872 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,639,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,999,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $197,301,520 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $198,077,235 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,662,648 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,415,887 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,217,408 | PYOtherRevenueAmt |
| CY Other Revenue | $1,371,055 | CYOtherRevenueAmt |
| PY Total Revenue | $252,821,381 | PYTotalRevenueAmt |
| CY Total Revenue | $235,863,856 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $65,284,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,713,189 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $164,016,701 | PYOtherExpensesAmt |
| CY Other Expenses | $176,674,983 | CYOtherExpensesAmt |
| PY Total Expenses | $229,300,706 | PYTotalExpensesAmt |
| CY Total Expenses | $245,388,172 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,520,675 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,524,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $792,262,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $704,289,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $120,543,007 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $93,199,672 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $671,719,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $611,089,456 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE THE MEANS WHEREBY SACRED HEART CAN CONTINUE THEIR APOSTOLIC MISSION TO SERVE THE SICK, THE AGED, THE POOR AND THE TERMINALLY ILL WITHOUT REGARD TO RACE, COLOR, CREED, OR NATIONAL ORIGIN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,021,185 | ExpenseAmt |
| Revenue | $28,327,985 | RevenueAmt |
| Desc | SURGICAL SERVICES - SURGICAL SERVICES AT SACRED HEART HOSPITAL ARE COMPRISED OF STERILE PROCESSING, ANESTHESIA, SURGERY, POST ANESTHESIA CARE, AND SHORT STAY CARE SERVICES. SHORT STAY CARE SERVICES SUPPORTS INFUSION THERAPIES, CARDIAC CATH, RADIOLOGY, GASTROENTEROLOGY, AND SURGERY. SURGICAL SERVICES HAVE 10 OPERATING ROOMS IN WHICH ONE IS A HYBRID OPERATING ROOM THAT SUPPORTS VASCULAR SURGERY AND TWO C-SECTION ROOMS ON THE WOMEN'S AND INFANT FLOOR. THE SURGERY DEPARTMENT SUPPORTS CARDIOTHORACIC SERVICES AND A ROBUST ROBOTICS PROGRAM. OTHER PROCEDURES INCLUDE ORTHOPEDICS, NEUROSURGERY, PLASTICS, UROLOGY, EAR NOSE THROAT (ENT), GYNECOLOGICAL, ORGAN PROCUREMENT, DENTAL, PODIATRY, AND GENERAL SURGERY. ANESTHESIA PROVIDES SERVICES TO THE SURGERY SUITE, INTERVENTIONAL RADIOLOGY, INPATIENT RESUSCITATION, AND WOMEN AND INFANTS. STERILE PROCESSING PROVIDES SERVICES HOSPITAL-WIDE TO SURGERY, INPATIENT NURSING, LABOR DELIVERY, EMERGENCY DEPARTMENT, AND CATH LABS/INTERVENTIONAL RADIOLOGY. IN FY22 OVER 3,478 SURGICAL PROCEDURES WERE PERFORMED. THE SHORT STAY CARE UNIT SUPPORTS PATIENT POPULATIONS FOR GASTROENTEROLOGY, BRONCHOSCOPY, INTERVENTIONAL RADIOLOGY, CARDIAC CATH LAB, AND IV THERAPY. THIS DEPARTMENT SUPPORTED 6,282 PATIENTS IN FY22. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,147,214 | ExpenseAmt |
| Revenue | $24,451,494 | RevenueAmt |
| Desc | THE IMAGING SERVICES DEPARTMENT AT SACRED HEART HOSPITAL PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY CARE. OVERALL, THE DEPARTMENT PERFORMED NEARLY 50,000 INPATIENT AND OUTPATIENT EXAMS AND PROCEDURES DURING FY22. PATIENTS HAVE ACCESS TO THE LATEST TECHNOLOGY IN MAMMOGRAPHY, COMPUTED TOMOGRAPHY, MRI, NUCLEAR MEDICINE, AND ULTRASOUND. THE DEPARTMENT USES A STATE OF THE ART MRI WIDE BORE SCANNER, FOUR INTERVENTIONAL RADIOLOGISTS PROVIDE MINIMALLY INVASIVE PROCEDURES USING IMAGING GUIDANCE. THE STAFF CONSISTS OF BOARD CERTIFIED RADIOLOGISTS AS WELL AS LICENSED AND CERTIFIED TECHNOLOGISTS, NURSES, AND SONOGRAPHERS. THE MODALITIES ARE ACCREDITED AND UTILIZE STATE OF THE ART EQUIPMENT TO AFFORD THE RADIOLOGISTS OPTIMAL IMAGES FOR INTERPRETATION. MRI, ULTRASOUND, AND CT ARE ACCREDITED BY THE ACR AND MAMMOGRAPHY IS CERTIFIED BY MQSA. THE HOSPITAL IS ACCREDITED BY THE JOINT COMMISSION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,843,203 | ExpenseAmt |
| Revenue | $11,383,651 | RevenueAmt |
| Desc | HEART VASCULAR CENTER - CARDIOLOGY SERVICES OFFERS A WIDE VARIETY OF CATHETERIZATION LABORATORY PROCEDURES, NONINVASIVE CARDIOVASCULAR DIAGNOTIC PROCEDURES AND ELECTROPHYSIOLOGY PROCEDURES. FOR THOSE PATIENTS WHO NEED FOLLOW-UP A CARDIAC AND PULMONARY REHABILITION PROGRAM IS OFFERED ON SITE AT SACRED HEART. THERE WERE 1,214 CARDIAC CATH LAB PROCEDURES, AND 3,068 ELECTRODIAGNOSTIC EXAMS THAT TOOK PLACE IN FY2022 AT SACRED HEART. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $174,450,442 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $132,727,233 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES - OTHER PROGRAM SERVICES AT SACRED HEART HOSPITAL ARE COMPRISED OF FAMILY BIRTHING CENTER, INTENSIVE CARE, EMERGENCY, ONCOLOGY, PHARMACY, LABORATORY, RESPIRATORY THERAPY, PHYSICAL THERAPY, REHABILITATION AND OTHER SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $174,450,442 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $132,727,233 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $201,462,044 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1058 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1097 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA ALLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7157176121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 S VAN BUREN ST | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW J BAGNALL | |||||||||
| Wisconsin PRESIDENT Division CEO - Wisconsin | 13.5 | 46.5 | Yes (X) | Yes (X) | $0 | $991,683 | $195,524 | ||
| Andy Barth | |||||||||
| CEO/President | 29.5 | 30.5 | Yes (X) | Yes (X) | $0 | $359,890 | $60,608 | ||
| GERALD JACOBSON | |||||||||
| 2021 Secretary (until 10/31/21) | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES E DOCKSEY | |||||||||
| 2021 Vice Chair (until 10/31/21) | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jeff Halloin | |||||||||
| 2021 2022 Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patti Darley | |||||||||
| 2022 Secretary | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tina Nazier | |||||||||
| 2022 Vice Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG HEILER MD | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WAGNER | |||||||||
| Board Member / CEO/President - SJCF | 1.0 | 59.0 | Yes (X) | $0 | $328,513 | $73,600 | |||
| Laura Talley | |||||||||
| BOARD MEMBER (beg Nov 2021) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Farrow | |||||||||
| BOARD MEMBER (beg Nov 2021) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER KUNG | |||||||||
| Board Member (until 10/31/21) / HSHS Sr VP Chief Strategy Officer | 1.0 | 59.0 | Yes (X) | $0 | $535,544 | $83,417 | |||
| SR BERNADINE GUTOWSKI OSF | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA ALLEN | |||||||||
| DIVISION CFO - WISCONSIN | 9.0 | 51.0 | Yes (X) | $0 | $473,871 | $70,197 | |||
| TODD Smart | |||||||||
| Treasurer | 0.3 | 59.8 | Yes (X) | $0 | $230,248 | $29,959 | |||
| Jennifer E Drayton | |||||||||
| Chief Nursing Officer | 40.0 | 0 | $225,160 | $0 | $32,969 | Yes (X) | |||
| John T VanDeVoort | |||||||||
| director of pharmacy | 40.0 | 0 | $207,505 | $0 | $89,090 | Yes (X) | |||
| LANCE J LEVENDOWSKI | |||||||||
| PHYSICIAN | 40.0 | 0 | $272,866 | $0 | $99,329 | Yes (X) | |||
| Lindsay Schroeder MD | |||||||||
| Physician | 40.0 | 0 | $257,683 | $0 | $41,440 | Yes (X) | |||
| Michaelene Nye | |||||||||
| Registered Nurse | 40.0 | 0 | $203,232 | $0 | $130,316 | Yes (X) | |||
| ANN M CARR | |||||||||
| Former Treasurer | 0.0 | 1.0 | $0 | $263,877 | $2,041 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,166,446 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,183,626 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $908,490 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OAKLEAF CLINICS - EAU CLAIRE MED CLINIC | |||||
| 3802 OAKWOOD MALL DRIVE | EAU CLAIRE | WI | 54701 | PROVIDER STAFFING | $2,471,673 |
| MEDICAL SOLUTIONS | |||||
| 1010 N 102ND STREET | OMAHA | NE | 68114 | CONTRACT LABOR | $2,304,226 |
| WINC | |||||
| 880 INDEPENDENCE LANE | SAUK CITY | WI | 53583 | RESIDENCY PROGRAM SUPPORT | $1,576,324 |
| GE PRECISION HEALTHCARE | |||||
| PO BOX 96483 | CHICAGO | IL | 60693 | Equipment | $1,467,050 |
| MARKET AND JOHNSON INC | |||||
| PO BOX 630 | EAU CLAIRE | WI | 54702 | Construction | $1,275,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $1,468,674 | RelatedOrganizationsAmt |
| Government Grants | $4,531,005 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $5,999,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Patient Revenue | 621990 | $196,890,363 | $196,890,363 | $0 | $0 |
| Reference Lab | 541380 | $1,186,872 | $0 | $1,186,872 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $198,077,235 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,858,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,858,638 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,486 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $238,261 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$132,775 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$132,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$132,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,531,701 | SecuritiesAmt |
| Other | $174,942 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $149,394 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,531,701 | SecuritiesAmt |
| Other | $25,548 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,557,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,557,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Other Operating Revenue | 900099 | $1,401,639 | $0 | $0 | $1,401,639 |
| Gift Shop | 453220 | $102,191 | $0 | $0 | $102,191 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,503,830 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,863,856 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $196,890,363 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,186,872 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,786,942 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,740,224 | TotalAmt |
| Program Services | $48,847,803 | ProgramServicesAmt |
| Management And General | $2,892,421 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,224,768 | TotalAmt |
| Program Services | $3,988,604 | ProgramServicesAmt |
| Management And General | $236,164 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,745,804 | TotalAmt |
| Program Services | $8,256,914 | ProgramServicesAmt |
| Management And General | $488,890 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,002,393 | TotalAmt |
| Program Services | $3,778,659 | ProgramServicesAmt |
| Management And General | $223,734 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,488,216 | TotalAmt |
| Management And General | $10,488,216 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,577,803 | TotalAmt |
| Management And General | $11,577,803 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,196,851 | TotalAmt |
| Program Services | $1,980,166 | ProgramServicesAmt |
| Management And General | $4,216,685 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,255 | TotalAmt |
| Program Services | $83,890 | ProgramServicesAmt |
| Management And General | $8,365 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,939,788 | TotalAmt |
| Program Services | $28,916,739 | ProgramServicesAmt |
| Management And General | $3,023,049 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,197 | TotalAmt |
| Program Services | $210,285 | ProgramServicesAmt |
| Management And General | $52,912 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,971,843 | TotalAmt |
| Program Services | $6,971,843 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,639 | TotalAmt |
| Program Services | $21,523 | ProgramServicesAmt |
| Management And General | $6,116 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,703 | TotalAmt |
| Program Services | $412,632 | ProgramServicesAmt |
| Management And General | $7,071 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,078 | TotalAmt |
| Management And General | $561,078 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,175,587 | TotalAmt |
| Program Services | $10,985,486 | ProgramServicesAmt |
| Management And General | $190,101 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,279 | TotalAmt |
| Program Services | $201,020 | ProgramServicesAmt |
| Management And General | $324,259 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Purchased Services | $89,597,963 | $80,065,947 | $9,532,016 |
| Medicaid Assessment Taxes | $3,116,572 | $3,116,572 | |
| EQUIPMENT RENTAL | $2,326,301 | $2,326,301 | |
| Licenses Taxes | $719,315 | $686,833 | $32,482 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,593 | TotalAmt |
| Program Services | $610,827 | ProgramServicesAmt |
| Management And General | $64,766 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,388,172 | TotalAmt |
| Program Services | $201,462,044 | ProgramServicesAmt |
| Management And General | $43,926,128 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,184,589 | BOYAmt |
| EOY | $1,190,127 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,805,474 | BOYAmt |
| EOY | $28,219,428 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,148,357 | BOYAmt |
| EOY | $5,465,940 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,334 | BOYAmt |
| EOY | $1,172,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $305,097,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $197,301,735 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,957,026 | BOYAmt |
| EOY | $107,795,792 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,139,090 | BOYAmt |
| EOY | $542,802,638 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,603,294 | BOYAmt |
| EOY | $17,642,934 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,262,164 | BOYAmt |
| EOY | $704,289,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,155,757 | BOYAmt |
| EOY | $29,412,623 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,963,248 | BOYAmt |
| EOY | $8,267,380 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,043,218 | BOYAmt |
| EOY | $36,351,637 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,380,784 | BOYAmt |
| EOY | $19,168,032 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,543,007 | BOYAmt |
| EOY | $93,199,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,719,157 | BOYAmt |
| EOY | $611,089,456 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,719,157 | BOYAmt |
| EOY | $611,089,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,262,164 | BOYAmt |
| EOY | $704,289,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,524,316 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$62,877,589 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,772,204 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $19,167 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $19,167 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | SACRED HEART HOSPITAL (THE HOSPITAL) IS A MEMBER OF THE CATHOLIC HEALTH ASSOCIATION ("CHA"), THE WISCONSIN HEALTH ASSOCIATION ("WHA"), AND THE AMERICAN HOSPITAL ASSOCIATION ("AHA"). AS A MEMBER OF THESE ORGANIZATIONS, THE HOSPITAL PAYS DUES, WITH PART OF THESE DUES BEING ATTRIBUTABLE TO LOBBYING FEES PAID BY THE ORGANIZATIONS. THE AMOUNT LISTED IS THE AMOUNT ATTRIBUTABLE TO THE HOSPITAL FROM ITS DUES PAID. THE ASSOCIATIONS THE HOSPITAL PAYS ARE AS FOLLOWS: - AMERICAN HOSPITAL ASSOCIATION ("AHA") AT 26.47% LOBBYING EXPENSE - CATHOLIC HEALTH ASSOCIATION ("CHA") AT 3.66% LOBBYING EXPENSE - WISCONSIN HOSPITAL ASSOCIATION ("WHA") AT 15.30% LOBBYING EXPENSE THE TOTAL AMOUNT OF ANNUAL DUES PAID TO EACH ASSOCIATION IS MULTIPLIED BY THE PERCENTAGE OF DUES ALLOCATED TO LOBBYING EXPENSE TO CALCULATE THE TOTAL LOBBYING EXPENDITURES PAID. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,679,433 | OtherCostOrOtherBasisAmt |
| Book Value | $2,679,433 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,646,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,323,863 | DepreciationAmt |
| Book Value | $74,323,099 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,890,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,070,758 | DepreciationAmt |
| Book Value | $819,518 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,021,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,683,373 | DepreciationAmt |
| Book Value | $27,338,319 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,859,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,223,741 | DepreciationAmt |
| Book Value | $2,635,423 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $107,795,792 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LONG-TERM LIABILITIES | $1,068,379 |
| ACCRUED PENSION LIABILITY | -$3,844,319 |
| INTEREST RATE SWAP PROGRAMS | $8,687,491 |
| Operating Lease Liability | $13,256,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,168,032 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | HSHS and the Foundation are Illinois not-for-profit organizations as described in Section 501(c) (3) of the Internal Revenue Code (the Code) and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Kiara, Inc. is an Illinois for-profit corporation that recognizes income taxes under the asset-and-liability method. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the consolidated financial statement carrying amounts of existing assets and liabilities and their respective tax basis and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using the enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. The net operating loss carryforwards result in a deferred tax asset of $3,548 and $3,650 at June 30, 2022 and 2021, respectively. In assessing the realizability of deferred tax assets, management considers whether it is more likely than not that some portion or all of the deferred tax assets will not be realized. The ultimate realization of deferred tax assets is dependent upon the generation of future taxable income during the periods in which those temporary differences become deductible. Management considers projected future taxable income and tax planning strategies in making this assessment. Based upon the level of historical taxable losses and projections for future taxable losses over the periods for which the deferred tax assets are deductible, management believes it is more likely Kiara, Inc. will not realize the majority of the benefits of these deductible differences. Full valuation allowances have been applied against the deferred tax assets attributable to the net operating loss carryforwards not realized as of June 30, 2022 and 2021 in the accompanying consolidated financial statements due to the uncertainty of realization. HSHS recognizes the tax benefit from an uncertain tax position only if it is more likely than not the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. As of June 30, 2022 and 2021, HSHS does not have any liabilities for unrecognized tax benefits. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,602,319 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,602,319 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0065 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $39,689,091 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $23,421,651 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,267,440 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0663 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,504,412 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,856,658 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,647,754 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0189 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $52,795,822 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,278,309 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,517,513 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0918 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $422,231 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $422,231 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0017 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,439,013 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,439,013 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0099 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,556,226 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,253,573 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,302,653 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0298 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $72,926 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $72,926 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0003 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $16,490,396 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,253,573 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,236,823 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0417 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $69,286,218 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $36,531,882 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $32,754,336 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1335 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $0 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $64,583,795 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $108,174,901 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$43,591,106 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WEST CLAIREMONT AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | http://www.sacredhearteauclaire.org | WebsiteAddressTxt |
| State License | 17 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | BEHAVIORAL HEALTH DIALYSIS INPATIENT REHAB | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 20 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | https://www.hshs.org/HSHSFamily/media/Sacred-Heart/SHE_FY2021-CHNA.pdf | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | https://www.eauclairewi.gov/home/showpublisheddocument/25104/637558200633100000 | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.hshs.org/HSHSFamily/media/Sacred-Heart/About%20us/FY2021-CHNA-Implementation-Plan-HSHS-S | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.0 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | http://www.hshs.org/fap | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | http://www.hshs.org/fap | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | http://www.hshs.org/fap | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | Yes, the significant health needs are a prioritized description of the significant health needs of the community and were identified through the CHNA process. |
| Schedule H, Part V, Section B, Line 5 Facility , 1 | Facility , 1 - HSHS Sacred Heart Hospital. Hospital Sisters Health System and HSHS Sacred Heart Hospital are committed to promoting and defending human dignity, caring for persons living in poverty and other vulnerable persons, promoting the common good, and stewarding resources wisely. Consequently, we strongly believe the assessment process must be informed by input from the poor and vulnerable populations we seek to serve. During FY2021, HSHS Sacred Heart Hospital conducted the CHNA for Eau Claire County (WI) in conjunction with HSHS St. Joseph's Hospital, Marshfield Clinic Health System, Mayo Clinic Health System, Eau Claire City-County Health Department, Chippewa County Department of Public Health, United Way of the Greater Chippewa Valley, and Eau Claire Healthy Communities (a local health coalition). The CHNA partners in turn worked together to gather input from a broad array of sources, ranging from hospital systems and educational institutions to government and service agencies to community groups, as well as from area residents. These efforts included, but were not limited to, outreach to and through the Aging and Disability Resource Center, The Community Table, Eau Claire Area Hmong Mutual Assistance Association, Eau Claire County Jail, El Centro, Feed My People Food Bank, and Joining Our Neighbors Advancing Hope (JONAH), as well as churches, schools, municipalities, and other organizations. All of these organizations serve under-resourced individuals in our community - such as low-income seniors, children living in poverty, families who struggle with shelter and food insecurity, justice-involved individuals, and other vulnerable populations - and possess extensive knowledge regarding the needs of those they serve. Actively including these organizations in the CHNA process was critical to ensure consideration of diverse needs in both the assessment itself and the development of related implementation strategies. The FY2021 CHNA process involved several key components. These included a Community Health Survey (distributed via SurveyMonkey and paper copies), online Community Conversations with area residents and stakeholders, and a virtual discussion with members of Eau Claire Healthy Communities. The feedback collected through these means, in combination with secondary data comparisons of local and national health indicators, were used to identify community health needs and priorities. The hospital subsequently used this data to develop a community health implementation plan incorporating health improvement strategies. The health priorities identified in the CHNA report were formally approved by the HSHS Sacred Heart Hospital Board of Directors on May 20, 2021. |
| Schedule H, Part V, Section B, Line 6a Facility , 1 | Facility , 1 - HSHS Sacred Heart Hospital. Yes, the FY2021 CHNA was conducted with sister-hospital HSHS St. Joseph's Hospital, Chippewa Falls, WI, and Mayo Clinic Health System and Marshfield Clinic Health System of Eau Claire, WI. |
| Schedule H, Part V, Section B, Line 6b Facility , 1 | Facility , 1 - HSHS Sacred Heart Hospital. HSHS Sacred Heart Hospital also conducted the FY2021 CHNA in conjunction with the Eau Claire City-County Health Department, Chippewa County Department of Public Health, United Way of the Greater Chippewa Valley, and Eau Claire Healthy Communities. |
| Schedule H, Part V, Section B, Line 7 Facility , 1 | Facility , 1 - HSHS Sacred Heart Hospital. Hard copies of the CHNA are available free of charge through the hospital's Community Health Department, as well as through the community health coalition, Eau Claire Healthy Communities. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - HSHS Sacred Heart Hospital. As detailed in the FY21 CHNA Report, HSHS Sacred Heart Hospital, in collaboration with Eau Claire Healthy Communities and other community partners, identified several health priorities for Eau Claire County. These included: * Drug Use * Mental Health * Alcohol Misuse * Obesity * Healthy Nutrition. Due to close collaboration with HSHS St. Joseph's Hospital and the Chippewa Health Improvement Partnership in Chippewa County (which is contiguous to Eau Claire County), as well as overlapping service areas and resources and the interrelationship between these issues, HSHS Sacred Heart Hospital further refined the focus of its efforts to: * Mental Health * Alcohol Misuse * Chronic Disease Prevention and Management * Drug Use * Healthy Nutrition/Obesity. Mental Health HSHS Sacred Heart Hospital in Eau Claire (SHEC) has engaged in multiple efforts to improve the mental health and emotional wellbeing of residents of the area that the hospital serves. The SHEC Community Health Implementation Plan includes several evidence-based strategies and other actions to positively impact mental health. These strategies will benefit both those we serve as patients and the community at large. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Train and partner with facilitators to provide suicide prevention, behavioral health "first aid, and trauma/resiliency training to school staff, students, and the general public. FY2022 Outcomes Due to continued COVID-19 concerns, training remained on the backburner during FY2022, although those efforts have since begun to resume. Nonetheless, the Community Health Outreach Specialist took an active role in Mental Health Matters, a collaborative, grant-funded effort between Chippewa and Eau Claire counties to promote youth mental health. During FY2022, she provided leadership to the Education and Awareness Team, which worked with a local production company to develop a 30-minute training video on adverse childhood experiences and resiliency (ACE/R). SHEC also provided funding to help meet unbudgeted expenses related to video edits. The ACE/R video is in final production and will be ready for public showing in the near future. In order to better understand the evidence-based curricula Question, Persuade, Refer and Mental Health First Aid and help prepare for future instructor certification, the Community Health Outreach Specialist also participated in community-level trainings for each of these courses. Finally, the Community Health Outreach Specialist actively participated in the Eau Claire Healthy Communities Mental Health Action Team, which also discussed training and other suicide prevention strategies. Action 2: Work with community partners to ensure early identification of pregnant and postpartum moms with behavioral health needs. FY2022 Outcomes The Community Health Outreach Specialist facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Eau Claire and Chippewa counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Screening recommendations and tracking data were discussed internally with HSHS and Prevea colleagues. Additionally, SHEC's Women and Infants Department offers the Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Prenatal providers refer families to the program, and the coordinator initiates contact during the second trimester of pregnancy. Strategy 2: Work with internal and external partners to improve access to care and services. Action 1: Expand inpatient psychiatric bed capacity for adults. FY2022 Outcomes SHEC learned in FY2022 that it would receive $15 million in state funding to help expand its ability to provide local inpatient psychiatric care. This funding will be used in part to create a separate, 18-bed adolescent psychiatric bed unit at HSH St. Joseph's Hospital in Chippewa Falls, allowing HSHS Sacred Heart to dedicate its current psychiatric unit to adult care and expand the total number of beds for the latter population from 29 to 33. The contract for this funding recently was signed, paving the way for further planning in FY2023. Action 2: Continue to partner with Prevea Health to provide/expand school-based mental health services. FY2022 Outcomes SHEC worked through its Foundation and outpatient behavioral health partner, Prevea Health, to provide school-based mental health services in Eau Claire County. Action 3: Provide grief support to Chippewa Valley residents through The Healing Place. FY2022 Outcomes SHEC resumed grief support services on a limited basis during FY2022, balancing requests for these services with ongoing concerns about transmission of COVID-19. The Community Health Department worked with two previous group facilitators to resume two groups in November: Suicide Loss and Loss of a Child. Both groups were subject to masking, social distancing, and other precautions to help safeguard the health of participants while meeting in person off hospital grounds in November and December. The groups then reverted to virtual meetings in January and February due to increased transmission levels; however, the groups then disbanded due to declining interest in meeting online. In addition to the facilitators, five unique individuals attended the Suicide Loss support group in November and December, while three other community members attended the Loss of a Child support group during those months. Meanwhile, six different individuals attended one of the Suicide Loss support groups in January and February, while only two community members participated in the Loss of a Child group during those months. Neither group met in March due to lack of interest in this format. Finally, the Community Health Outreach Specialist fielded calls and e-mails weekly from individuals seeking grief support for themselves or others and provided resource information. Action 4: Streamline behavioral health service access for pregnant and postpartum moms. FY2022 Outcomes The Community Health Outreach Specialist met with the Executive Director of Behavioral Health for HSHS Sacred Heart Hospital and St. Joseph's Hospital to discuss ways to streamline services for pregnant and postpartum women; these discussions will continue in FY2023. As noted above, the MOM Program Coordinator also works with moms/families to connect them with needed resources. Strategy 3: Work with community partners to address other social determinants of health (SDOH), including economic stability. Action 1: Provide funding and other support to homeless resources to help promote housing and economic stability, as well as facilitate access to health care services. FY2022 Outcomes SHEC participated in multiple efforts within Eau Claire County to support individuals struggling with housing insecurity. Activities included: - Providing funding to help purchase an AED unit for the new, temporary Warming Center in Eau Claire. This center provided a safe, warm place for individuals who lack housing to go during the day when local shelters are closed. - Providing funding for the Salvation Army's "Lighten Your Load" program, which offers laundromat gift cards to homeless and other low-income individuals who lack access to laundry facilities. SHEC also worked to secure support for the program from other local health systems. - Participating in a Day Resource Center Steering Committee to help plan for a permanent, full-time replacement for the temporary Warming Center in Eau Claire. As envisioned, this center will help facilitate access to health care and other needed services. - Participating in the Dairyland Housing Committee Gaps Committee to identify and prioritize other needs (e.g., transportation and bathroom access) for unhoused individuals and pursue solutions. |
| Schedule H, Part V, Section B, Line 11 Facility , 2 | Facility , 2 - HSHS Sacred Heart Hospital. Alcohol Misuse HSHS Sacred Heart Hospital in Eau Claire (SHEC) also included strategies for addressing alcohol misuse in both its patients and the general public through the Community Health Implementation Plan. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Work with schools and other community partners to provide Mental Health First Aid training for youth and adult populations. FY2022 Outcomes: Due to continued COVID-19 concerns, training remained on the backburner during FY2022, although those efforts have since begun to resume. Nonetheless, the Community Health Outreach Specialist participated in community-level training in Mental Health First Aid (both Adult and Youth) in order to better understand this evidence-based curricula in preparation for future certification as an instructor. Action 2: Work with the Mental Health Matters grant project to provide training on adverse childhood experiences and resiliency (ACE/R) to school staff and other organizations. FY2022 Outcomes: As noted above, trainings large remained on the backburner during FY2022 due to COVID-19 concerns; however, the Community Health Outreach Specialist took an active role in Mental Health Matters, a collaborative, grant-funded effort between Chippewa and Eau Claire counties to promote youth mental health. During the fiscal year, she provided leadership to the Education and Awareness Team, which worked with a local production company to develop a 30-minute training video on adverse childhood experiences and resiliency (ACE/R). SHEC also provided funding to help meet unbudgeted expenses related to video edits. The ACE/R video is in final production and will be ready for public showing in the near future. Action 3: Work with the Eau Claire Healthy Communities (ECHC) High-Risk Drinking Prevention Action Team and Alliance on Substance Abuse Prevention (ASAP) to provide community education and engage in other prevention activities. FY2022 Outcomes: The Community Health Outreach Specialist participated in the ECHC High-Risk Drinking Action Team and Alliance on Substance Abuse Prevention (name since changed to the Alliance on Substance Misuse Prevention; also known simply as the Alliance), each of which worked extensively on strategic planning during this time period. Due to the loss of its chair and a degree of duplication between these two entities, the work of the High-Risk Drinking Action Team eventually reverted to the Alliance. Action 4: Work with community partners to ensure early identification of pregnant and postpartum moms with behavioral health needs. FY2022 Outcomes: The Community Health Outreach Specialist facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Eau Claire and Chippewa counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Screening recommendations and tracking data were discussed internally with HSHS and Prevea colleagues. Additionally, SHEC's Women and Infants Department offers the Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Prenatal providers refer families to the program, and the coordinator initiates contact during the second trimester of pregnancy. Strategy 2: Work with internal and external partners to improve access to care and services. Action 1: Ensure consistent use of Screening, Brief Intervention, and Referral to Treatment (SBIRT) by providers. FY2022 Outcomes: The Executive Director of Behavioral Health for HSHS Sacred Heart Hospital and HSHS St. Joseph's Hospital and the Community Health Outreach Specialist began discussions around SBIRT implementation. This topic will be revisited during FY2023. Action 2: Streamline behavioral health service access for pregnant and postpartum moms. FY2022 Outcomes: The Community Health Outreach Specialist met with the Executive Director of Behavioral Health for HSHS Sacred Heart Hospital and St. Joseph's Hospital to discuss ways to streamline services for pregnant and postpartum women; these discussions will continue in FY2023. As noted above, the MOM Program Coordinator also works with moms/families to connect them with needed resources. Action 3: Continue partnership with Prevea to provide/expand school-based mental health services. FY2022 Outcomes: SHEC worked through its Foundation and outpatient behavioral health partner, Prevea Health, to provide school-based mental health services in Eau Claire County. Strategy 3: Work with community partners to address other social determinants of health (SDOH), including economic stability. Action 1: Provide funding and other support to homeless resources to help promote housing and economic stability, as well as facilitate access to health care services. FY2022 Outcomes: SHEC participated in multiple efforts within Eau Claire County to support individuals struggling with housing insecurity. Activities included: - Providing funding to help purchase an AED unit for the new, temporary Warming Center in Eau Claire. This center provided a safe, warm place for individuals who lack housing to go during the day when local shelters are closed. - Providing funding for the Salvation Army's "Lighten Your Load" program, which offers laundromat gift cards to homeless and other low-income individuals who lack access to laundry facilities. SHEC also worked to secure support for the program from other local health systems. - Participating in a Day Resource Center Steering Committee to help plan for a permanent, full-time replacement for the temporary Warming Center in Eau Claire. As envisioned, this center will help facilitate access to health care and other needed services. - Participating in the Dairyland Housing Committee Gaps Committee to identify and prioritize other needs (e.g., transportation and bathroom access) for unhoused individuals and pursue solutions. Action 2: Work with the Eau Claire Healthy Communities (ECHC) High-Risk Drinking Prevention Action Team and Alliance for Substance Abuse Prevention (ASAP) to provide alcohol-free events, activities, and opportunities throughout the county. FY2022 Outcomes: As noted above, the work of these two groups primarily centered around strategic planning during the fiscal year. Chronic Disease Prevention and Management Strategies and actions related to Chronic Disease Prevention and Management for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Provide health education, screenings, and referrals to care. FY2022 Outcomes: The Stroke Coordinator for HSHS Sacred Heart Hospital and HSHS St. Joseph's Hospital worked with HSHS and Prevea colleagues to provide blood pressure, blood sugar, and cholesterol checks, as well as a stroke risk assessment, at the Academy for Lifelong Learners in Eau Claire in June 2022. Individuals at risk also were provided health counseling This event for older adults attracted more than 400 participants from the Chippewa Valley region and beyond. Approximately 50 individuals took advantage of these free screenings. Action 2: Work with providers to ensure regular screenings and patient education. FY2022 Outcomes: Prioritization of other strategies/actions and time constraints prevented work in this area during the fiscal year. Action 3: Work with local Farmers Markets to supplement the purchase power of FoodShare recipients to buy fresh produce. |
| Schedule H, Part V, Section B, Line 11 Facility , 3 | Facility , 3 - HSHS Sacred Heart Hospital. FY2022 Outcomes: SHEC committed to financially supporting the Market Match program at the Eau Claire Downtown Farmers Market in order to promote healthy nutrition, a vital component of chronic disease prevention and management. This program provides FoodShare participants with up to $10 of extra tokens weekly for every $1 token purchased by those participants to spend on produce and other eligible items. A survey conducted of 149 participants indicated promising results. - FoodShare participants on average spent more than $25 at the market to receive the additional $10 in tokens. - Most indicated increased food security as a result of the program. - 79% are eating more fruits and vegetables. - 58% are saving money on produce. - 59% are eating more colors of produce. - 40% find it easier to purchase fruits/vegetables. - 56% are trying more fruits/vegetables. - 43% buy all their weekly fruits/vegetables with this program. Strategy 2: Work with internal and external stakeholders to improve access to care. Action 1: Evaluate services available internally and within the community and work to address service gaps. FY2022 Outcomes: Prioritization of other strategies/actions and time constraints prevented work in this area during the fiscal year. Action 2: Support the provision of needed care for chronic conditions to low-income residents through funding and other support for the Chippewa Valley Free Clinic. FY2022 Outcomes: SHEC provided significant financial support ($5,000) to the Chippewa Valley Free Clinic (CVFC) during the fiscal year. Clinic statistics from the 2021 calendar year indicated the clinic: - Provided 2,146 patient visits. - Conducted 196 medical clinics. - Administered 151 immunizations. - Provided 212 dental visits. - Dispensed 3,538 prescription and over-the-counter products. Strategy 3: Work with internal and external stakeholders to engage in unified planning and policy. Action 1: Work with state and local leaders to factor health implications into policy and budget decisions. FY2022 Outcomes: This strategy/action was not addressed during FY2022 due to time constraints and the prioritization of other Community Health Improvement Plan strategies and actions. Drug Use Strategies and actions related to Chronic Disease Prevention and Management for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Work with schools and other community partners to provide Mental Health First Aid training for youth and adult populations. FY2022 Outcomes: Due to continued COVID-19 concerns, training remained on the backburner during FY2022, although those efforts have since begun to resume. Nonetheless, the Community Health Outreach Specialist participated in community-level training in Mental Health First Aid (both Adult and Youth) in order to better understand this evidence-based curricula in preparation for future certification as an instructor. Action 2: Work with the Mental Health Matters grant project to provide training on adverse childhood experiences and resiliency (ACE/R) to school staff and other organizations. FY2022 Outcomes: As noted above, trainings large remained on the backburner during FY2022 due to COVID-19 concerns; however, the Community Health Outreach Specialist took an active role in Mental Health Matters, a collaborative, grant-funded effort between Chippewa and Eau Claire counties to promote youth mental health. During the fiscal year, she provided leadership to the Education and Awareness Team, which worked with a local production company to develop a 30-minute training video on adverse childhood experiences and resiliency (ACE/R). SHEC also provided funding to help meet unbudgeted expenses related to video edits. The ACE/R video is in final production and will be ready for public showing in the near future. Action 3: Work with community partners to ensure early identification of pregnant and postpartum moms with behavioral health needs. FY2022 Outcomes: The Community Health Outreach Specialist facilitated quarterly meetings of the Substance-free Pregnancy and Recovery Coalition (SPaRC) for Eau Claire and Chippewa counties. The coalition involves a broad range of state and local government agencies, health care partners, and service organizations and seeks to stop the intergenerational impacts of substance use by identifying the behavioral health needs of pregnant and postpartum women and connecting them with available resources. Screening recommendations and tracking data were discussed internally with HSHS and Prevea colleagues. Additionally, SHEC's Women and Infants Department offers the Maternity onto Motherhood (MOM) Program during pregnancy and after birth to help connect families with needed resources, including mental health and substance use services. Prenatal providers refer families to the program, and the coordinator initiates contact during the second trimester of pregnancy. Strategy 2: Work with internal and external stakeholders to improve access to care and services. Action 1: Ensure consistent use of Screening, Brief Intervention, and Referral to Treatment (SBIRT) by providers. FY2022 Outcomes: The Executive Director of Behavioral Health for HSHS Sacred Heart Hospital and HSHS St. Joseph's Hospital and the Community Health Outreach Specialist began discussions around SBIRT implementation. This topic will be revisited during FY2023. Action 2: Streamline behavioral health service access for pregnant and postpartum moms. FY2022 Outcomes: The Community Health Outreach Specialist met with the Executive Director of Behavioral Health for HSHS Sacred Heart Hospital and St. Joseph's Hospital to discuss ways to streamline services for pregnant and postpartum women; these discussions will continue in FY2023. As noted above, the MOM Program Coordinator also works with moms/families to connect them with needed resources. Action 3: Continue partnership with Prevea to provide/expand school-based mental health services. FY2022 Outcomes: SJCF worked through its Foundation and outpatient behavioral health partner, Prevea Health, to provide school-based mental health services in Eau Claire County. Strategy 3: Work with community partners to address other social determinants of health (SDOH), including economic stability. Action 1: Provide funding and other support to homeless resources to help promote housing and economic stability, as well as facilitate access to health care services. FY2022 Outcomes: SHEC participated in multiple efforts within Eau Claire County to support individuals struggling with housing insecurity. Activities included: - Providing funding to help purchase an AED unit for the new, temporary Warming Center in Eau Claire. This center provided a safe, warm place for individuals who lack housing to go during the day when local shelters are closed. - Providing funding for the Salvation Army's "Lighten Your Load" program, which offers laundromat gift cards to homeless and other low-income individuals who lack access to laundry facilities. SHEC also worked to secure support for the program from other local health systems. - Participating in a Day Resource Center Steering Committee to help plan for a permanent, full-time replacement for the temporary Warming Center in Eau Claire. As envisioned, this center will help facilitate access to health care and other needed services. - Participating in the Dairyland Housing Committee Gaps Committee to identify and prioritize other needs (e.g., transportation and bathroom access) for unhoused individuals and pursue solutions. |
| Schedule H, Part V, Section B, Line 11 Facility , 4 | Facility , 4 - HSHS Sacred Heart Hospital. Obesity/Healthy Nutrition Strategies and actions related to Obesity/Healthy Nutrition for patients and other community members are detailed below. Strategy 1: Work with community partners to increase access to prevention and early intervention services. Action 1: Work with community partners to provide health education, screenings, and referrals to resources. FY2022 Outcomes: The Stroke Coordinator for HSHS Sacred Heart Hospital and HSHS St. Joseph's Hospital worked with HSHS and Prevea colleagues to provide blood pressure, blood sugar, and cholesterol checks, as well as a stroke risk assessment, at the Academy for Lifelong Learners in Eau Claire in June 2022. Individuals at risk also were provided health counseling. This event for older adults attracted more than 400 participants from the Chippewa Valley region and beyond. Approximately 50 individuals took advantage of these free screenings. Action 2: Work with providers to ensure regular screenings, patient education, and referrals. FY2022 Outcomes: Prioritization of other strategies/actions and time constraints prevented work in this area during the fiscal year. Action 3: Work with local Farmers Markets to supplement the purchase power of FoodShare recipients to buy fresh produce. FY2022 Outcomes: SHEC committed to financially supporting the Market Match program at the Eau Claire Downtown Farmers Market in order to promote healthy nutrition, a vital component of chronic disease prevention and management. This program provides FoodShare participants with up to $10 of extra tokens weekly for every $1 token purchased by those participants to spend on produce and other eligible items. A survey conducted of 149 participants indicated promising results. - FoodShare participants on average spent more than $25 at the market to receive the additional $10 in tokens. - Most indicated increased food security as a result of the program. - 79% are eating more fruits and vegetables. - 58% are saving money on produce. - 59% are eating more colors of produce. - 40% find it easier to purchase fruits/vegetables. - 56% are trying more fruits/vegetables. - 43% buy all their weekly fruits/vegetables with this program. Strategy 2: Work with community partners to address other social determinants of health, including economic stability. Action 1: Provide funding and other support to homeless resources to help promote housing and economic stability, as well as facilitate access to health care services. FY2022 Outcomes: SHEC participated in multiple efforts within Eau Claire County to support individuals struggling with housing insecurity. Activities included: - Providing funding to help purchase an AED unit for the new, temporary Warming Center in Eau Claire. This center provided a safe, warm place for individuals who lack housing to go during the day when local shelters are closed. - Providing funding for the Salvation Army's "Lighten Your Load" program, which offers laundromat gift cards to homeless and other low-income individuals who lack access to laundry facilities. SHEC also worked to secure support for the program from other local health systems. - Participating in a Day Resource Center Steering Committee to help plan for a permanent, full-time replacement for the temporary Warming Center in Eau Claire. As envisioned, this center will help facilitate access to health care and other needed services. - Participating in the Dairyland Housing Committee Gaps Committee to identify and prioritize other needs (e.g., transportation and bathroom access) for unhoused individuals and pursue solutions. Strategy 3: Work with internal and external stakeholders to engage in unified planning and policy. Action 1: Work with state and local leaders to factor food security and healthy weight implications into policy and budget decisions. FY2022 Outcomes: This strategy/action was not addressed during FY2022 due to time constraints and the prioritization of other Community Health Improvement Plan strategies and actions. NOTE: These strategies and actions address each of the top health priorities identified through the CHNA process. In addition, the interconnectedness of various health issues, as recognized by participants in that process, is expected to produce additional benefits in other health areas examined (including but not limited to Physical Activity, Injury and Violence Prevention, and Healthy Growth and Development). |
| Schedule H, Part V, Section B, Line 13 Facility , 1 | Facility , 1 - Sacred Heart Hospital. Presumptive eligibility is presumed under certain circumstances for uninsured patients based on their enrollment in other means-tested programs or other sources of information, not provided directly by the patient. Once determined, presumptive eligibility provides individuals participating in one of the following categories with a 100% write off. These programs are granted by outside organizations based on screening criteria of less than 200% of the FPG. 1. Homelessness 2. Deceased with no estate 3. Mental incapacitation with no one to act on patient's behalf 4. Medicaid eligibility, but not on date of service or for non-covered services 5. Incarceration in a penal institution 6. Enrollment in the following assistance programs for low-income individuals: 6a. Temporary Assistance for Needy Families (TANF) 6b. Illinois Housing Development Authority's Rental Housing Support Program 6c. Wisconsin Department of Health Services Housing Assistance Program 7. Participation in Women, Infants and Children programs (WIC); 8. Supplemental Nutrition Assistance Program (SNAP) eligibility; 9. Low Income Home Energy Assistance Program (LIHEAP); 10. Wisconsin Home Energy Assistance Program (WHEAP); 11. Enrollment in an organized community-based program providing access to medical care that assesses and documents limited low-income financial status as criteria; 12. Receipt of grant assistance for medical services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 0 | FacilityNum |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 7g Subsidized Health Services | NO COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC ARE INCLUDED ON LINE 7G. |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED VARY ACCORDING TO INFORMATION REQUESTED AND THE MOST ACCURATE MEANS OF GATHERING THE REQUIRED INFORMATION. THE IRS PROVIDED WORKSHEET 2 WAS USED TO CALCULATE A COST TO CHARGE RATIO USING INFORMATION FROM THE ORGANIZATION'S GENERAL LEDGER AND COST REPORTS. THAT RATIO WAS THEN USED IN CONJUNCTION WITH IRS WORKSHEET 1 TO CALCULATE THE COST OF FINANCIAL ASSISTANCE PROVIDED AND WORKSHEET 3 TO CALCULATE UNREIMBURSED MEDICAID AMOUNTS. THE COMMUNITY HEALTH IMPROVEMENT AND COMMUNITY BENEFIT PROGRAMS, HEALTH PROFESSIONS EDUCATION, SUBSIDIZED HEALTH SERVICES, RESEARCH PROGRAM, AND DONATIONS ARE STATED AT ACTUAL COST (when applicable). THE COST OF THESE ITEMS ARE TRACKED THROUGH THE GENERAL LEDGER PROCESS AND THROUGH OTHER ACCOUNTING SOFTWARE. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | FOR FINANCIAL STATEMENT PURPOSES, HOSPITAL SISTERS HEALTH SYSTEM HAS ADOPTED ACCOUNTING STANDARDS UPDATE NO. 2014-09 (TOPIC 606). IMPLICIT PRICE CONCESSIONS INCLUDES BAD DEBTS. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15 AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | The text of the footnote to the organization's financial statements that describes bad debt expense can be found on pages 16-17 in the HSHS Consolidated Audit Report. |
| Schedule H, Part III, Line 8 Community benefit methodology for determining medicare costs | The Hospital continually strives to provide excellent patient care in the most cost effective fashion. Nonetheless, the Medicare program, in many cases, does not provide payment that covers the full cost of the care provided. Since it is the mission of the hospital to respond to community need, hospital leadership continually advocates for improved Medicare payment so that the cost of quality care to those patients who are not able to afford it is not compromised and is fairly subsidized by all payers. The IRS does not classify this shortfall in Medicare payments as Community Benefit. However, we believe it is an important contribution made by the hospital to the health and well-being of the community. If the Medicare program did not exist, many Medicare patients would be eligible for financial assistance or other means-tested government programs. Further, by absorbing this shortfall and providing care below cost to these individuals, the Hospital is relieving the burden of the government. Accordingly, this shortfall restricts the Hospital's ability to make funds available to provide for financial assistance and other Community Benefit. The hospital's Medicare shortfall at cost for fiscal year 2022 was $43.6M. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | Every effort is made prior to, during and after provision of medical services to determine whether a patient is eligible for charity/community care and to assist the patient in completing the application and provide adequate documentation. If the patient qualified for charity/community care for the full balance of their account, the entire amount is written off to charity/community care and hence no debt collection is pursued. If the patient qualified for charity/community care for a portion of their account balance, that portion is written off to charity/community care, with the patient being responsible for the remainder of the balance. Additionally, reasonable effort will be made to obtain third-party or government payer reimbursement on behalf of the patient. If those efforts are not fruitful, an offer will be extended to the patient to make installment payments on their balance. Only at such point that the patient defaults on installment payments or refuses to cooperate with the hospital's efforts to be reimbursed will the account be sent to collections. The hospital will make reasonable efforts to determine whether a patient is eligible under the financial assistance policy before it engages in an ECA. To the extent a patient is determined to be eligible for financial assistance under the FAP, the hospital will take all reasonably available measures to reverse any ECA taken against the patient to obtain payment for the care. |
| Schedule H, Part V, Section B, Line 16a FAP website | - SACRED HEART HOSPITAL: Line 16a URL: http://www.hshs.org/fap; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | - SACRED HEART HOSPITAL: Line 16b URL: http://www.hshs.org/fap; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | - SACRED HEART HOSPITAL: Line 16c URL: http://www.hshs.org/fap; |
| Schedule H, Part VI, Line 2 Needs assessment | In addition to the triennial CHNA, HSHS Sacred Heart Hospital (SHEC) uses many approaches to continually assess the health care needs of the community. SHEC uses Press Ganey Patient Experience Solutions to collect patient feedback to understand patient preferences and develop improvement plans. SHEC also utilizes face to face opportunities with patients to gauge community perception through regular leader rounding. SHEC engages in quarterly discussions about community health needs with the hospital's board of directors and advisory council. Membership consists of community members who represent varying sectors of the Chippewa Valley including non-profit agencies, schools, and businesses. SHEC has a robust Volunteer Partners program whose members are a valuable source of feedback from the community to the hospital and back to the community. SHEC leadership and Community Health staff participates in community groups and coalitions that address the needs of the underserved and minority populations. These groups include the Eau Claire YMCA, the Chippewa Valley Free Clinic, the Family Resource Center, Big Brothers/Big Sisters, the Mission Coalition, Eau Claire Healthy Communities, and Feed My People Food Bank. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | The Registration Department provides brochures to patients upon registration regarding the Financial Assistance Program available to them at the Hospital. The brochures are also supplied in waiting and ancillary areas for easy access by the patient. To better serve our patient population, the Hospital offers information on our financial assistance program in Spanish. This includes the Financial Assistance Policy, Brochure and Application, which allows the hospital to serve populations in its county and the surrounding area for whom Spanish is their primary language. Patients are also provided a Fair Billing Act notification at the point of registration regarding separate physician billing they can expect to receive, plus information about the patient's financial responsibility if their insurance plan is out of network. One-on-one conversations to educate patients about financial assistance often stem from patients receiving a statement or a pre-collection letter. At that point, the customer service representative or cashier, or other qualified staff, will inform/educate the caller about financial assistance options. The first pre-collection letter reminds the patient their account is in delinquent status. It also informs them they may be eligible for financial assistance through the organization's charity care program. The letter provides direct contact information to begin the application process for charity care and lists the Internet address where the policy can be obtained. A third-party vendor also assists individuals in determining their eligibility for state health plans or insurance on the open health insurance marketplace. They can also assist with the application process. |
| Schedule H, Part VI, Line 4 Community information | For purposes of the CHNA, the community served by HSHS Sacred Heart Hospital is defined as Eau Claire County, Wisconsin, a primarily urban county located in the west-central part of the state. HSHS Sacred Heart Hospital does not exclude MUAs, low income, or minority populations from its service area. As of 2019, the U.S. Census Bureau estimated the county population at 104,646, with more than two-thirds of residents living within the boundaries of the county seat, the City of Eau Claire. Per the County Health Rankings, 23% of residents live in a rural area. Slightly more residents are female (50.5%) versus male (40.5%). The median age is 35, and life expectancy is approximately 80. In regard to race, nearly 92% of Eau Claire County residents report being White alone; more than 4% Asian alone; just over 1% Black or African American alone; less than 1% American Indian and Alaska Native alone or Native Hawaiian and Other Pacific Islander alone; and ; 3% Asian alone; and 2% two or more races. Fewer than 3% of residents report Hispanic ethnicity. The county is also home to a significant Amish population. Median household income within the county is $59,476, with almost 11% of the population estimated to live in poverty. Eleven percent of children also fall within this threshold (source: County Health Rankings). Major industries include health care, social services, retail trade, manufacturing, and education. As of June 2021, 25,195 Eau Claire County residents were covered by BadgerCare Plus or another Medicaid program. Per the 2021 County Health Rankings, 6% of the county's population is uninsured. Of the 72 counties in Wisconsin, Eau Claire County ranks 21st in overall health outcomes and 8th in overall health factors. Both rural and non-rural components of Eau Claire County have been designated medically underserved areas (MUAs) for primary care. In total, three not-for-profit general medical surgical hospitals (HSHS Sacred Heart, Marshfield Clinic Medical Center-Eau Claire, and Mayo Clinic-Eau Claire) and one private, for-profit surgical hospital (OakLeaf Surgical Hospital) operate within the county. |
| Schedule H, Part VI, Line 5 Promotion of community health | As a healing ministry of the Catholic Church and an affiliate of Hospital Sisters Health System (HSHS), HSHS Sacred Heart Hospital is committed to delivering high quality, compassionate, and cost-effective health care services to all. Founded in 1889, the hospital brings a healing presence and improves the health of our community, especially those persons who are sick, poor, and disadvantaged. Because of the hospital's mission and heritage, the hospital is dedicated to promoting the health of Eau Claire and surrounding areas. The hospital is governed by a Board of Directors, most of who reside in the hospital's primary service area and are neither employees nor independent contractors of the hospital (nor family members thereof). The Board ensures that HSHS Sacred Heart Hospital is responding to community need. At every Board of Directors meeting, a written or oral report on community benefit activities was provided. There are also other bodies that assist Sacred Heart Hospital's connection with the community, such as the hospital Advisory Council, Patient and Family Advisory Council, The Foundation of HSHS Sacred Heart Hospital, and Volunteer Partners Board. Consistent with its exempt purpose, HSHS Sacred Heart Hospital has an open medical staff with privileges available to all qualified physicians in the area. The hospital also operates an Emergency Department that is open 24 hours to all persons regardless of their ability to pay. As a not-for-profit hospital, HSHS Sacred Heart Hospital reinvests surplus funds to support the mission of the organization and promote the health of the community rather than distributing surplus funds as profits to shareholders or individuals. Funds not committed to ongoing operations are generally used to upgrade facilities, secure new technologies, improve patient care, and support initiatives designed to promote health and ensure access for all. For example, HSHS Sacred Heart Hospital continues to partner with Prevea Health, a multi-specialty health care organization based in Green Bay, Wisconsin that has been a part of the western Wisconsin region since 2015. Prevea Health works extensively with HSHS Sacred Heart Hospital and sister hospital HSHS St. Joseph's Hospital in Chippewa Falls. HSHS Sacred Heart Hospital provides a range of Community Benefit initiatives and programs that further our mission and long-standing commitment to our community. In many cases, these Community Benefits would not exist without the leadership role played by HSHS Sacred Heart Hospital and they often relieve a burden that would otherwise be carried by government. HSHS Sacred Heart Hospital also devotes significant resources to access for patients who cannot afford care, along with other Community Benefits. In FY2022, HSHS Sacred Heart Hospital provided $32,754,336 in Community Benefit, including financial assistance at cost, unpaid costs of Medicaid and other public programs, and a range of diverse programs designed to enhance access and improve community health. |
| Schedule H, Part VI, Line 6 Affiliated health care system | Headquartered in Springfield, Illinois, Hospital Sisters Health System (HSHS) is a highly integrated, multi-institutional health care system comprised of 15 hospitals and more than 200 physician practice sites in Illinois and Wisconsin. HSHS is sponsored by Hospital Sisters Ministries (HSM), which is a public juridic person of the Roman Catholic Church. HSHS continues the health care ministries begun by its founders, the Hospital Sisters of St. Francis, more than 140 years ago, in rural and midsized communities throughout Illinois and Wisconsin. HSHS provides compassionate, holistic, high quality, and cost-effective health care through its acute care hospitals, physician practices, home health programs, palliative and hospice programs, and community outreach services. In addition, HSHS affiliated hospitals include critical access facilities that offer essential health services that otherwise would not be available in many communities. Our mission calls us to reveal and embody Christ's healing love for all people, and we extend our high quality Franciscan health care ministry beyond the walls of our hospitals by providing community health improvement services with special emphasis on the poor and vulnerable. In addition to providing community health improvement services to the broader community, HSHS cares for everyone who comes to its facilities, regardless of their ability to pay. In tandem with a variety of cross sector community partners, HSHS's Community Benefit initiatives are strategically planned and professionally implemented to improve access to health care services; enhance the health of the community; advance medical or general health care knowledge; and relieve or reduce the burden of government to improve health. The COVID-19 pandemic caused an unprecedented disruption in healthcare services across the United States. HSHS responded with services that benefited our communities, including free telehealth screenings, free testing, and coordination with other healthcare providers in the communities we serve to best ensure access to needed care. In FY2022, HSHS collectively provided $218.9 million in Community Benefit (8.3% of total hospital expenses). Of the total Community Benefit provided, HSHS spent $11.6 million provided for Financial Assistance (aka Charity Care) and $146.1 million for unreimbursed care provided as part of the Medicaid program. In addition, HSHS hospitals committed significant resources to treat Medicare patients. The cost of providing services to primarily elderly beneficiaries of the Medicare program - in excess of governmental and managed care contract payments - was $23.2 million. HSHS hospitals also recorded $68.7 million in uncollectible accounts. While HSHS does not count the latter two amounts as Community Benefit, they nonetheless reflect our commitment to serving all persons in need of care. In addition to the dollars invested in our Community Benefit programs, HSHS continues to reinvest any surplus revenue from operations and investments into new medical technology, facility infrastructure and health care services in our communities. By doing so, we ensure our ability to meet the ongoing demand for high quality, efficient and easily accessible health care. |
| Schedule H, Part VI, Line 7 State filing of community benefit report | WI |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW J BAGNALL | ||||||||||||||
| Wisconsin PRESIDENT Division CEO - Wisconsin | $0 | $654,596 | $0 | $174,562 | $0 | $162,525 | $0 | $166,585 | $0 | $28,939 | $0 | $1,187,207 | $0 | $123,500 |
| Andy Barth | ||||||||||||||
| CEO/President | $0 | $240,892 | $0 | $12,860 | $0 | $106,138 | $0 | $42,804 | $0 | $17,804 | $0 | $420,498 | $0 | $0 |
| PETER KUNG | ||||||||||||||
| Board Member (until 10/31/21) / HSHS Sr VP Chief Strategy Officer | $0 | $352,111 | $0 | $58,573 | $0 | $124,860 | $0 | $65,576 | $0 | $17,841 | $0 | $618,961 | $0 | $0 |
| JOHN WAGNER | ||||||||||||||
| Board Member / CEO/President - SJCF | $0 | $260,771 | $0 | $62,059 | $0 | $5,683 | $0 | $47,411 | $0 | $26,189 | $0 | $402,113 | $0 | $0 |
| ANN M CARR | ||||||||||||||
| Former Treasurer | $0 | $49,007 | $0 | $24,145 | $0 | $190,725 | $0 | $0 | $0 | $2,041 | $0 | $265,918 | $0 | $140,277 |
| PATRICIA ALLEN | ||||||||||||||
| DIVISION CFO - WISCONSIN | $0 | $384,075 | $0 | $54,104 | $0 | $35,692 | $0 | $49,712 | $0 | $20,485 | $0 | $544,068 | $0 | $0 |
| TODD Smart | ||||||||||||||
| Treasurer | $0 | $155,999 | $0 | $0 | $0 | $74,249 | $0 | $20,716 | $0 | $9,243 | $0 | $260,207 | $0 | $0 |
| LANCE J LEVENDOWSKI | ||||||||||||||
| PHYSICIAN | $235,196 | $0 | $1,000 | $0 | $36,670 | $0 | $72,144 | $0 | $27,185 | $0 | $372,195 | $0 | $0 | $0 |
| Lindsay Schroeder MD | ||||||||||||||
| Physician | $202,466 | $0 | $1,000 | $0 | $54,217 | $0 | $10,947 | $0 | $30,493 | $0 | $299,123 | $0 | $0 | $0 |
| Jennifer E Drayton | ||||||||||||||
| Chief Nursing Officer | $205,135 | $0 | $19,505 | $0 | $520 | $0 | $11,034 | $0 | $21,935 | $0 | $258,129 | $0 | $0 | $0 |
| John T VanDeVoort | ||||||||||||||
| director of pharmacy | $202,049 | $0 | $1,000 | $0 | $4,456 | $0 | $60,655 | $0 | $28,435 | $0 | $296,595 | $0 | $0 | $0 |
| Michaelene Nye | ||||||||||||||
| Registered Nurse | $196,106 | $0 | $1,000 | $0 | $6,126 | $0 | $129,783 | $0 | $533 | $0 | $333,548 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2021 THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). Patricia Allen -- $37,006 Andy Bagnall -- $103,104 Andy Barth -- $27,761 Peter Kung -- $49,907 Todd Smart -- $12,608 John Wagner -- $32,687 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2021 THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. Andy Bagnall -- $123,500 Ann Carr -- $140,277 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE PRIMARY PURPOSE OF SACRED HEART HOSPITAL IS TO PROVIDE A STRUCTURE AND THE MEANS WHEREBY THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST. FRANCIS CAN CONTINUE THEIR APOSTOLIC MISSION TO SERVE THE SICK, THE AGED, THE POOR AND THE TERMINALLY ILL WITHOUT REGARD TO RACE, COLOR, CREED OR NATIONAL ORIGIN. THE PRIMARY CONCERN OF SACRED HEART HOSPITAL AND THE HOSPITAL SISTERS IS THE PATIENT'S WELL BEING... SPIRITUALLY, PHYSICALLY, PSYCHOLOGICAL AND SOCIAL. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 174,450,442 including grants of $ 0)(Revenue $ 132,727,233) OTHER PROGRAM SERVICES - OTHER PROGRAM SERVICES AT SACRED HEART HOSPITAL ARE COMPRISED OF FAMILY BIRTHING CENTER, INTENSIVE CARE, EMERGENCY, ONCOLOGY, PHARMACY, LABORATORY, RESPIRATORY THERAPY, PHYSICAL THERAPY, REHABILITATION AND OTHER SERVICES. |
| Form 990, Part IV, Line 24a TAX-EXEMPT BONDS | SACRED HEART HOSPITAL HOLDS A LIABILITY ON ITS BOOKS FOR TAX-EXEMPT BONDS, WHICH IS AN ALLOCATION FROM ITS SOLE CORPORATE MEMBER, HOSPITAL SISTERS SERVICES, INC. AS A RESULT, THIS QUESTION WAS ANSWERED NO, AND SCHEDULE K WILL BE COMPLETED ON THE HOSPITAL SISTERS SERVICES, INC. FORM 990. |
| Form 990, Part IV, Line 10 Endowment Funds | The organization maintains net assets with donor restrictions and without donor restrictions on its balance sheet. Such funds are held by Hospital Sisters of St. Francis Foundation, Inc., a related tax-exempt organization. While these funds are held to further one or more exempt purposes of the filing organization, they are not maintained exclusively for the filing organization. The board of directors of Hospital Sisters of St. Francis Foundation, Inc. maintains ownership and ultimately authority and discretion over the use of these funds. Based on the above, the related amounts have not been reported as endowment funds on Part V of Schedule D. |
| Form 990, Part V, Line 1a Number reported in box 3 of Form 1096 | THE FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURN IS FILED BY THE ORGANIZATION'S PARENT, HOSPITAL SISTERS HEALTH SYSTEM (HSHS) ON THE ORGANIZATION'S BEHALF TO TRANSMIT TO THE IRS FORMS 1099, 1098, 5498, AND W-2G. THE ORGANIZATION IS UNABLE TO DETERMINE THE NUMBER OF FORMS 1099, 1098, 5498 AND W-2G FILED BY HSHS, ON THEIR BEHALF. HOWEVER, AS THE PARENT ORGANIZATION, HSHS ENSURES THAT THE FILING ORGANIZATION COMPLIES WITH ALL INFORMATION RETURN REPORTING REQUIREMENTS AND BACKUP WITHHOLDING RULES FOR REPORTABLE PAYMENTS TO VENDORS AND REPORTABLE GAMING WINNINGS TO PRIZE WINNERS, AS APPLICABLE. |
| Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY | PROVISIONS WITHIN THE CORPORATE COMPLIANCE PROGRAM AND CONFLICT OF INTEREST POLICY PROVIDE PROTECTIONS FOR WHISTLEBLOWER TYPE ACTIVITIES. |
| Form 990, Part VI, Line 16b JOINT VENTURES | HOSPITAL SISTERS HEALTH SYSTEM ADOPTED A JOINT VENTURE COMPLIANCE PROGRAM POLICY EFFECTIVE ON JANUARY 1, 2012 FOR ALL SYSTEM HOSPITALS, INCLUDING SACRED HEART HOSPITAL. THE OVERALL PURPOSE OF THE POLICY IS TO PROVIDE PRACTICAL GUIDELINES FOR ETHICAL BUSINESS CONDUCT, TO ACHIEVE COMPLIANCE, AND TO DETECT AND PREVENT VIOLATIONS OF APPLICABLE LAWS. THE POLICY REQUIRES SACRED HEART HOSPITAL, AND ALL HSHS HOSPITALS, TO EVALUATE THEIR PARTICIPATION IN JOINT VENTURE ARRANGEMENTS, INCLUDING UNDER APPLICABLE FEDERAL TAX LAWS, AND TO SAFEGUARD SACRED HEART HOSPITAL'S TAX EXEMPT STATUS WITH RESPECT TO ANY JOINT VENTURE ARRANGEMENTS. |
| Form 990, Part VI, Line 1a GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE | PER ARTICLE 5.5 OF THE ORGANIZATION'S BY-LAWS, THE GOVERNING BODY DELEGATES BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE VESTED WITH AND MAY IN ITS DISCRETION EXERCISE THE FULL POWERS, DUTIES, RESPONSIBILITIES, AND AUTHORITY OF THE BOARD EXCEPT WHERE PROHIBITED BY LAW AND SUBJECT TO LIMITATIONS IMPOSED BY THE BYLAWS OR THE BOARD OF DIRECTORS. AS PROVIDED IN THE BYLAWS, THE EXECUTIVE COMMITTEE SHALL CONSIST OF FIVE TO SIX MEMBERS, INCLUDING THE CHAIRPERSON OF THE BOARD, THE VICE CHAIRPERSON, THE PRESIDENT AND OTHER MEMBERS SELECTED FROM AMONG THE DIRECTORS BY THE BOARD. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE CORPORATE MEMBER OF SACRED HEART HOSPITAL (THE CORPORATION) IS HOSPITAL SISTERS SERVICES, INC. ("HSSI"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | PURSUANT TO SECTION 2.3 OF THE CORPORATION'S BYLAWS, THE ORGANIZATION'S MEMBER, HOSPITAL SISTERS SERVICES, INC. ("HSSI"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, HAS THE RIGHT TO APPOINT AND REMOVE THE CORPORATION'S BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | RESPONSIBILITY FOR THE POLICY AND OPERATIONS OF SACRED HEART HOSPITAL (THE "CORPORATION") IS VESTED IN ITS BOARD OF DIRECTORS, EXCEPT WITH RESPECT TO SPECIFIC POWERS RESERVED IN THE CORPORATION'S BYLAWS TO THE CORPORATION'S MEMBER, HOSPITAL SISTERS SERVICES, INC. ("HSSI"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MEMBER OF HSSI IS HOSPITAL SISTERS HEALTH SYSTEM ("HSHS"), AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE GOVERNANCE AND OPERATIONS OF THE CORPORATION ARE SUBJECT TO HSSI'S RIGHT TO EXERCISE THESE RESERVED POWERS WITH RESPECT TO THE CORPORATION AND ORGANIZATIONS OF WHICH THE CORPORATION IS EITHER, DIRECTLY OR INDIRECTLY, A CONTROLLING MEMBER OR A CONTROLLING SHAREHOLDER ("AFFILIATES"). HSSI'S RIGHT TO EXERCISE CERTAIN OF THESE RESERVED POWERS IS, IN TURN, SUBJECT TO THE APPROVAL OF HSHS AND HSHS' MEMBERS. THE RESERVED POWERS INCLUDE ALL RIGHTS GRANTED TO HSSI BY LAW AND THE RIGHT TO: (A) ADOPT, APPROVE AMENDMENTS TO, OR AMEND ANY STATEMENT OF PHILOSOPHY, MISSION, MISSION INTEGRATION OR VALUES, OR ANY NAME, LOGO, OR MARK OF THE CORPORATION OR OF ANY AFFILIATE; (B) ADOPT, APPROVE AMENDMENTS TO, OR AMEND THE ARTICLES OF INCORPORATION OF THE CORPORATION OR OF ANY AFFILIATE; (C) ADOPT, APPROVE AMENDMENTS TO, OR AMEND THE BYLAWS OF THE CORPORATION OR OF ANY AFFILIATE; (D) APPOINT AND REMOVE THE BOARD OF DIRECTORS, ANY ONE OR MORE OF THE DIRECTORS OF THE CORPORATION OR OF ANY AFFILIATE, AND THE PRESIDENT OF THE CORPORATION OR OF ANY AFFILIATE; (E) APPROVE THE RECOMMENDATION OF THE BOARD OF DIRECTORS TO APPOINT OR REMOVE THE BOARD OF DIRECTORS, ANY ONE OR MORE DIRECTORS OF THE CORPORATION OR OF ANY AFFILIATE, OR THE CHAIRPERSON AND PRESIDENT OF THE CORPORATION OR OF ANY AFFILIATE. (F) WITH RESPECT TO THE CORPORATION OR ANY AFFILIATE, APPROVE THE PURCHASE, SALE, ALIENATION, EXCHANGE, LEASE, OR ENCUMBRANCE OF ANY REAL PROPERTY OF THE CORPORATION OR OF ANY AFFILIATE, WHICH PROPERTY HAS A VALUE IN EXCESS OF LIMITS SET FROM TIME TO TIME BY HSSI; (G) APPROVE DEBT INCURRED BY THE CORPORATION OR ANY AFFILIATE IN AN AMOUNT IN EXCESS OF LIMITS SET FROM TIME TO TIME BY THE MEMBER. (H) APPROVE THE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION OR OF ANY AFFILIATE, AND ANY DEVIATIONS BY THE CORPORATION OR OF ANY AFFILIATE FROM SUCH BUDGETS IN AN AMOUNT OR PERCENTAGE SPECIFIED BY HSSI FROM TIME TO TIME; (I)APPROVE THE STRATEGIC PLAN AND ANNUAL GOALS OF THE CORPORATION OR OF ANY AFFILIATE; (J) APPROVE THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR OF ANY AFFILIATE; (K) APPROVE THE MERGER OR DISSOLUTION OF THE CORPORATION OR OF ANY AFFILIATE; (L) ADOPT OR AMEND THE PLAN FOR MINISTRY EDUCATION AND GOVERNANCE FOR THE CORPORATION AND ITS AFFILIATES; (M) APPROVE THE CORPORATION'S MISSION ACCOUNTABILITY REPORTS AND THOSE OF ANY AFFILIATE; (N) APPROVE THE FINANCIAL POLICIES AND PROCEDURES OF THE CORPORATION OR OF ANY AFFILIATE, AND APPROVE ANY DEVIATIONS FROM SUCH POLICIES AND PROCEDURES BY THE CORPORATION OR ANY AFFILIATE; AND (O) ADOPT POLICIES TO IMPLEMENT THE RESERVED POWERS OF HSSI. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE HOSPITAL EMPLOYS CROWE LLP TO ASSIST IN THE OVERALL REVIEW AND ELECTRONIC SUBMISSION OF ITS FORM 990. CROWE LLP PROVIDES GUIDANCE IN IDENTIFYING CRITICAL ERRORS IN THE RETURN SUBMISSION AND FEEDBACK ON QUANTITATIVE AND QUALITATIVE RESPONSES. ADDITIONALLY, THE HOSPITAL CFO PERFORMS A THOROUGH REVIEW OF THE RETURN AND REVIEWS IT WITH THE HOSPITAL CEO AND/OR SENIOR LEADERS BEFORE PRESENTING IT IN ITS ENTIRETY TO THE HOSPITAL BOARD FOR QUESTIONING AND REVIEW PRIOR TO THE RETURN'S SIGNING AND SUBMISSION TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION IS SUBJECT TO THE CORPORATE COMPLIANCE PROGRAM AND CONFLICT OF INTEREST POLICY ("POLICY") OF HOSPITAL SISTERS HEALTH SYSTEM, AN ILLINOIS NOT FOR PROFIT CORPORATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. A REVISED CORPORATE COMPLIANCE PROGRAM AND CONFLICT OF INTEREST POLICY HAVE BEEN IMPLEMENTED SINCE JANUARY 2009 TO MANAGE CONFLICTS OF INTEREST USING A SYSTEM-WIDE PROTOCOL FOR DISCLOSURE STATEMENTS. IN ACCORDANCE WITH THE ORGANIZATON'S CONFLICT OF INTEREST POLICY, ALL COVERED PERSONS HAVE A DUTY TO COMPLY WITH THE CONFLICT OF INTEREST POLICY FOR ANY CONTRACT, TRANSACTION, RELATIONSHIP, OR ACTIVITY CONTEMPLATED, ENTERED INTO, OR CONDUCTED AT HSHS OR ITS AFFILIATES. THE POLICY DEFINES COVERED PERSONS AS BOARD MEMBERS, BOARD COMMITTEE MEMBERS, OFFICERS, BOARD DESIGNEES, SENIOR MANAGEMENT, MEMBERS OF ANY COMMITTEE THAT OVERSEES THE APPROVAL OF PHARMACEUTICALS AND MEDICAL DEVICES, AND ANY OTHER INDIVIDUAL WHO HOLDS A POSITION OF TRUST. ON AN ANNUAL BASIS, HOSPITAL SISTERS HEALTH SYSTEM, ("HSHS") DISCLOSES A COPY OF THE CONFLICT OF INTEREST POLICY (AND ALL CORRESPONDING PROCEDURES, GUIDELINES, FORMS, AND TOOLS) TO ALL COVERED PERSONS, AND ADVISES ALL COVERED PERSONS IN WRITING OF ANY SUBSTANTIVE CHANGES TO THIS POLICY AND SUCH RELATED MATERIALS. COVERED PERSONS ARE REQUIRED TO REVIEW AND COMPLETE THE CORRESPONDING CONFLICT OF INTEREST STATEMENT. THE SYSTEM OFFICE VICE PRESIDENT, SYSTEM RESPONSIBILITY OR MEMBERS OF THE AUDIT AND INTEGRITY COMMITTEE ("COMMITTEE") ARE AVAILABLE TO ANSWER ANY QUESTIONS A COVERED PERSON MAY HAVE. IN ADDITION, IF, AT ANY TIME AFTER SUBMITTING AN ANNUAL CONFLICT OF INTEREST STATEMENT, A COVERED PERSON BECOMES AWARE OF AN INTEREST THAT HE OR SHE WOULD HAVE HAD TO DISCLOSE AT THE ANNUAL INTERVAL, THE COVERED PERSON IS REQUIRED PROMPTLY TO DISCLOSE THE INTEREST TO THE COMMITTEE USING THE HSHS CONFLICT OF INTEREST DISCLOSURE STATEMENT. COMPLETED CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED TO THE COMMITTEE, WHICH IS RESPONSIBLE FOR IDENTIFYING, ASSESSING, AND MANAGING CONFLICTS OF INTEREST THAT ARISE IN THE COURSE OF CONDUCTING THE AFFAIRS OF HSHS AND ITS AFFILIATES. IF THE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE CONFLICT OF INTEREST POLICY REQUIRES HSHS NOT TO ENGAGE IN, OR ENTER INTO, A PROPOSED CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY UNLESS THE COMMITTEE OR, WHERE NECESSARY, THE BOARD OF DIRECTORS (ACTING THROUGH ITS DISINTERESTED MEMBERS), HAS INVESTIGATED ALTERNATIVES TO THE PROPOSED CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY AND, IN THE ABSENCE OF ALTERNATIVES THAT ARE IN THE BEST INTERESTS OF HSHS, HAS DETERMINED: 1. THAT, REGARDLESS OF WHETHER THE COVERED PERSON PARTICIPATES IN THE IMPLEMENTATION OF THE PROPOSED CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY; 2. THE CONTRACT, TRANSACTION, ARRANGEMENT, OR ACTIVITY IS IN THE BEST INTERESTS OF HSHS; 3. THE CONTRACT, TRANSACTION, ARRANGEMENT, OR ACTIVITY IS FAIR AND REASONABLE FROM THE PERSPECTIVE OF HSHS; AND 4. HSHS CANNOT OBTAIN A MORE ADVANTAGEOUS CONTRACT, TRANSACTION, ARRANGEMENT OR ACTIVITY WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. IN DETERMINING WHETHER A CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO HSHS, THE COMMITTEE SHALL CONSIDER, WHERE APPLICABLE: 1. APPRAISALS OR OTHER INDEPENDENT VALUATIONS OF THE FAIR MARKET VALUE OF THE CONTRACT, TRANSACTION, OR ARRANGEMENT; 2. INFORMATION REGARDING COMPARABLE CONTRACTS, TRANSACTIONS, OR ARRANGEMENTS BETWEEN UNRELATED PARTIES; 3. OFFERS FROM COMPARABLE COMPETING ENTITIES; AND/OR 4. STUDIES OF COMPARABLE COMPENSATION ARRANGEMENTS. IN ANY CASE IN WHICH THE COMMITTEE FINDS, AFTER TAKING THE STEPS DESCRIBED ABOVE, THAT HSHS SHOULD PARTICIPATE IN A PROPOSED TRANSACTION OR ARRANGEMENT DESPITE THE EXISTENCE OF A CONFLICT OF INTEREST, THE COMMITTEE SHALL DEVELOP, IMPLEMENT, MONITOR, AND ENFORCE COMPLIANCE WITH, A CONFLICT MANAGEMENT PLAN FOR MANAGING THE CONFLICT OF INTEREST AS IT CONSIDERS NECESSARY FOR SUCH FINDINGS TO REMAIN VALID THROUGHOUT THE LIFE OF THE CONTRACT, TRANSACTION, RELATIONSHIP, ARRANGEMENT, OR ACTIVITY. ALL CONFLICT MANAGEMENT PLANS SHALL: 1. STATE THAT THE COMMITTEE WILL OVERSEE, MONITOR, AND ENFORCE COMPLIANCE WITH THE PLAN THROUGHOUT THE COURSE OF THE STUDY AND SPECIFY MEANS FOR DOING SO, INCLUDING, WITHOUT LIMITATION, THAT THE APPROPRIATE INDIVIDUALS MUST PROVIDE THE COMMITTEE WITH WRITTEN REPORTS PERTAINING TO COMPLIANCE WITH THE CONFLICT MANAGEMENT PLAN, THAT THE COMMITTEE SHALL HAVE THE RIGHT TO AUDIT THE STUDY FOR SUCH COMPLIANCE, AND THE RIGHT TO IMPOSE SANCTIONS FOR NON-COMPLIANCE; 2. STATE THAT THE PLAN MUST BE SHARED WITH COVERED PERSON WHOSE INTERESTS IT WAS DEVELOPED TO MANAGE; 3. STATE THAT THE PLAN MUST BE SHARED WITH, AND PERIODIC REPORTS ON COMPLIANCE WITH THE PLAN MUST BE PROVIDED TO, THE BOARD, SENIOR MANAGEMENT AND/OR GOVERNMENT AGENCIES; AND 4. PROVIDE FOR SUCH OTHER MANAGEMENT STEPS AND MECHANISMS THE COMMITTEE CONSIDERS NECESSARY AND APPROPRIATE. IN ADDITION TO THE COMMITTEE, THE SYSTEM OFFICE VICE PRESIDENTS OF SYSTEM RESPONSIBILITY AND RISK COMPLIANCE MAY RETAIN SUCH INDEPENDENT ADVISORS OR EXPERTS AS DEEMED NECESSARY TO ASSIST IN MAKING ITS DETERMINATIONS AND DECISIONS. IF THE COMMITTEE DETERMINES THAT THE CONTEMPLATED TRANSACTION, RELATIONSHIP ARRANGEMENT, OR ACTIVITY CANNOT PROCEED DUE TO A CONFLICT OF INTEREST, THE COMMITTEE SHALL INFORM THE APPLICABLE COVERED PERSON OR DECISION-MAKING BODY OF SUCH DETERMINATION WITHIN ONE WEEK OF THE COMMITTEE MEETING AT WHICH THE CONTEMPLATED TRANSACTION WAS DISCUSSED. THE COMMITTEE SHALL DOCUMENT ITS REJECTION OF THE CONTEMPLATED TRANSACTION IN THE COMMITTEE'S MEETING MINUTES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION COMMITTEE (COMMITTEE) IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE DEVELOPS A COMPENSATION PHILOSOPHY FOR THE SYSTEM AND ALL AFFILIATES. THE COMMITTEE SELECTS AND HIRES THE INDEPENDENT COMPENSATION CONSULTANT TO DEVELOP COMPARABILITY DATA AND ADVISE THE COMMITTEE DURING ITS DELIBERATIONS REGARDING ALL ELEMENTS OF TOTAL COMPENSATION FOR ALL HSHS EXECUTIVES, (the top management official, other officers and key employees). INTEGRATED HEALTHCARE STRATEGIES ("IHS"), THE CONSULTANTS UTILIZED BY THE COMMITTEE, USE DATA FROM MULTIPLE TAX-EXEMPT PEER GROUP SOURCES (derived from a full market review conducted every other year) TO DETERMINE SALARY RANGES, INCENTIVE OPPORTUNITY RANGES AND BENEFITS FOR THE HSHS executives. IHS THEN ASSISTS THE COMMITTEE IN PREPARING CONTEMPORANEOUS DOCUMENTATION OF ALL ACTIONS. EACH COMMITTEE MEETING IS CONDUCTED WITH THE INTENT TO CREATE A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL ELEMENTS OF EXECUTIVE TOTAL COMPENSATION. THE CHAIRMAN MAKES THIS DECLARATION AND ALSO INQUIRES IF THERE ARE ANY CONFLICTS OF INTEREST BY ANY ATTENDEES. ANY CONFLICTS ARE DISCLOSED AND THE COMMITTEE THEN ACTS IN A MANNER TO AVOID ANY CONFLICTED INDIVIDUAL PARTICIPATING IN ANY MANNER WHERE A CONFLICT MIGHT EXIST. AT THE END OF THE MEETING, THE COMMITTEE PREPARES CONTEMPORANEOUS MINUTES THAT RECORD ALL ACTIONS TAKEN DURING THE MEETING. THE PROCESS FOR REVIEWING COMPENSATION BY THE COMPENSATION COMMITTEE IS COMPLETED EACH FISCAL YEAR. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A. |
| Form 990, Part VI, Line 19 Required documents available to the public | BOARD-APPROVED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. |
| Form 990, Part X, Line 11 POOLED INVESTMENT ACCOUNT | SACRED HEART HOSPITAL USES ITS POOLED INVESTMENTS TO CARRY ON ITS MISSION OF CARING FOR THE SICK. THE HOSPITAL'S CASH RESERVES ARE INVESTED IN A POOLED INVESTMENT ACCOUNT MAINTAINED BY HOSPITAL SISTERS HEALTH SYSTEM ("HSHS"). PARTICIPATION IN THE POOLED FUND IS LIMITED TO THE 501(C)(3) HOSPITALS AND HEALTH SERVICES ORGANIZATIONS SPONSORED BY HSHS. THE POOLED ACCOUNT CONSISTS OF CASH, EQUITY AND DEBT SECURITIES THAT ARE PUBLICLY TRADED. IN ACCORDANCE WITH THE PROVISIONS OF STATEMENT OF FINANCIAL ACCOUNTING STANDARDS ("SFAS") NO. 124 "ACCOUNTING FOR CERTAIN INVESTMENTS HELD BY NOT-FOR-PROFIT ORGANIZATIONS", INVESTMENTS IN EQUITY SECURITIES WITH READILY DETERMINABLE FAIR VALUES, AND ALL INVESTMENTS IN DEBT SECURITIES, ARE REPORTED AT FAIR VALUE ON THE BALANCE SHEET. READILY DETERMINABLE FAIR VALUES AND ALL INVESTMENTS IN DEBT SECURITIES ARE REPORTED AT FAIR VALUE ON THE BALANCE SHEET. INCOME, REALIZED AND UNREALIZED GAINS AND LOSSES ARE POOLED AND ALLOCATED TO THE PARTICIPANTS. INDIVIDUAL COMPONENTS OF ASSETS AND REVENUE ARE NOT IDENTIFIED TO THE INDIVIDUAL HOSPITAL PARTICIPANTS. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Pension Mark to Market Adjustment net of Service costs - 6812906; Transfer to Affiliates - -185451; Change in fair value of the interest rate SWAPS - 5144749; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| KIARA CLINICAL INTEGRATION NETWORK LLC | |||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 261417684 | HEALTHCARE | IL | -$187,394 | $554,439 | HSSI |
| PHYSICIAN CLINICAL INTEGRATION NETWORK LLC | |||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371668647 | HEALTHCARE | IL | $625,612 | $14,756,411 | KCIN |
| HSHS ACO LLC | |||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 320465666 | HEALTHCARE SOCIAL ASSISTANCE | IL | $231,342 | $1,299,915 | KCIN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOSPITAL SISTERS HEALTH SYSTEM | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371058692 | HEALTHCARE | IL | 501(c)(3) | Type III-FI | NA | false |
| HOSPITAL SISTERS OF ST FRANCIS FOUNDATION | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371186514 | HEALTHCARE | IL | 501(c)(3) | 7 | HSHS | Yes (true) |
| HOSPITAL SISTERS HEALTHCARE WEST INC | ||||||||||
| 2661 COUNTY HIGHWAY 1 | CHIPPEWA FALLS | WI | 54729 | 510157933 | HEALTHCARE | WI | 501(c)(3) | Type I | HSSI | Yes (true) |
| ST ANTHONY'S HOSPITAL | ||||||||||
| 503 N MAPLE STREET | EFFINGHAM | IL | 62401 | 370661233 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST ELIZABETH'S HOSPITAL | ||||||||||
| ONE ST ELIZABETHS BLVD | OFALLON | IL | 62269 | 370663567 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST NICHOLAS HOSPITAL | ||||||||||
| 3100 SUPERIOR AVENUE | SHEBOYGAN | WI | 53081 | 390808480 | HEALTHCARE | WI | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST JOHN'S HOSPITAL | ||||||||||
| 800 EAST CARPENTER STREET | SPRINGFIELD | IL | 62769 | 370661238 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST JOSEPH'S HOSPITAL | ||||||||||
| 9515 HOLY CROSS LANE | BREESE | IL | 62230 | 371208459 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST JOSEPH'S HOSPITAL | ||||||||||
| 2661 COUNTY HIGHWAY 1 | CHIPPEWA FALLS | WI | 54729 | 390810545 | HEALTHCARE | WI | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST MARY'S HOSPITAL | ||||||||||
| 1800 E LAKE SHORE DRIVE | DECATUR | IL | 62521 | 370661244 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST MARY'S HOSPITAL MEDICAL CENTER | ||||||||||
| 1762 SHAWANO AVENUE | GREEN BAY | WI | 54303 | 390818682 | HEALTHCARE | WI | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST VINCENT HOSPITAL | ||||||||||
| 835 S VAN BUREN | GREEN BAY | WI | 51301 | 390817529 | HEALTHCARE | WI | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST JOSEPH'S HOSPITAL | ||||||||||
| 12866 TROXLER AVENUE | HIGHLAND | IL | 62249 | 370663568 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| ST FRANCIS HOSPITAL | ||||||||||
| 1215 FRANCISCAN DRIVE | LITCHFIELD | IL | 62056 | 370661236 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| HOSPITAL SISTERS SERVICES INC | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371163402 | HEALTHCARE | IL | 501(c)(3) | Type III-FI | HSHS | Yes (true) |
| HSHS MEDICAL GROUP INC | ||||||||||
| 3215 EXECUTIVE PARK DRIVE | SPRINGFIELD | IL | 62703 | 263956318 | HEALTHCARE | IL | 501(c)(3) | Type III-FI | HSSI | Yes (true) |
| HSHS WISCONSIN MEDICAL GROUP INC | ||||||||||
| 3215 EXECUTIVE PARK DRIVE | SPRINGFIELD | IL | 62703 | 264515959 | HEALTHCARE | WI | 501(c)(3) | Type III-FI | HSSI | Yes (true) |
| ORANGE CROSS AMBULANCE INC | ||||||||||
| 919 ASHLAND AVENUE | SHEBOYGAN | WI | 53081 | 391860942 | HEALTHCARE | WI | 501(c)(3) | 10 | ST NICHOLAS | Yes (true) |
| UNITY LIMITED PARTNERSHIP | ||||||||||
| 2366 OAK RIDGE CIRCLE | DE PERE | WI | 54115 | 391750729 | HEALTHCARE | WI | 501(c)(3) | 10 | HSSI | Yes (true) |
| PRAIRIE EDUCATION RESEARCH COOPERATIVE | ||||||||||
| 317 NORTH 5TH STREET | SPRINGFIELD | IL | 62701 | 371157915 | HEALTHCARE | IL | 501(c)(3) | 4 | HSSI | Yes (true) |
| ST CLARE MEMORIAL HOSPITAL | ||||||||||
| 855 S MAIN STREET | OCONTO FALLS | WI | 54154 | 390848401 | HEALTHCARE | WI | 501(c)(3) | 3 | HSSI | Yes (true) |
| HSHS HOLY FAMILY HOSPITAL | ||||||||||
| 200 HEALTHCARE DRIVE | GREENVILLE | IL | 62246 | 370792770 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| UTLAUT MEMORIAL FOUNDATION | ||||||||||
| 200 HEALTHCARE DRIVE | GREENVILLE | IL | 62246 | 371140166 | FUNDRAISING | IL | 501(c)(3) | Type II | HSSI | Yes (true) |
| HSHS GOOD SHEPHERD HOSPITAL INC | ||||||||||
| 200 SOUTH CEDAR STREET | SHELBYVILLE | IL | 62565 | 370512290 | HEALTHCARE | IL | 501(c)(3) | 3 | HSSI | Yes (true) |
| SHELBY MEMORIAL HOSPITAL EMPLOYEE BENEFIT TRUST | ||||||||||
| 200 SOUTH CEDAR STREET | SHELBYVILLE | IL | 62565 | 371778753 | TRUST | IL | 501(a) | HSSI | Yes (true) | |
| SOUTHERN ILLINOIS CARDIOVASCULAR FACILITY INC | ||||||||||
| ONE ST ELIZABETHS BLVD | OFALLON | IL | 62269 | 371276333 | HEALTHCARE | IL | 501(c)(3) | 3 | ST ELIZABETH'S HOSPITAL | false |
| HOSPITAL SISTERS MISSION OUTREACH CORPORATION | ||||||||||
| 4849 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 352271729 | RECYCLING MEDICAL SUPPLIES | IL | 501(c)(3) | HSHS | Yes (true) | |
| PRAIRIE CARDIOVASCULAR CONSULTANTS LTD | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371071858 | HEALTHCARE | IL | 501(c)(3) | 10 | HSSI | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARPENTER STREET HOTEL LLC | ||||||||||||||
| 525 NORTH SIXTH STREET | SPRINGFIELD | IL | 62702 | 364128127 | HOTEL | IL | LASANTE INC | N/A | $0 | 0 | ||||
| SPRINGFIELD URGENT CARE REAL ESTATE LLC | ||||||||||||||
| PO BOX 19456 | SPRINGFIELD | IL | 627949456 | 030413258 | RENTAL REAL ESTATE | IL | LASANTE INC | N/A | $0 | 0 | ||||
| PRAIRIE HEART INSTITUTE MANAGEMENT COMPANY LLC | ||||||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 261479945 | MEDICAL | IL | HSHS | Related | $0 | 1 | -$6,963 | $19,229 | false | Yes (true) |
| SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP | ||||||||||||||
| 4000 NORTH ILLINOIS STREET | SWANSEA | IL | 62226 | 823633320 | REAL ESTATE | IL | ST ELIZABETH'S | Related | $0 | 0.5 | -$108,805 | $1,568,301 | false | false |
| REHABILITATION HOSPITAL OF WESTERN WISCONSIN LLC | ||||||||||||||
| 900 W Clairemont Avenue | Eau Claire | WI | 54701 | 871489748 | Medical | DE | HSHS | Related | $0 | 0.5 | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIARA INC | |||||||||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371163401 | HEALTHCARE | IL | HSHS | C Corporation | -$151,955 | $18,269,653 | 1 | Yes (true) | |||||
| LASANTE WISCONSIN INC | |||||||||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 391572196 | HEALTHCARE | IL | KIARA INC | C Corporation | Yes (true) | ||||||||
| LASANTE INC | |||||||||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371163400 | HEALTHCARE | IL | KIARA INC | C Corporation | Yes (true) | ||||||||
| PREVEA HEALTH SERVICES INC | |||||||||||||||||
| 2710 EXECUTIVE DRIVE | GREEN BAY | WI | 54304 | 391839351 | HEALTHCARE | WI | HSSI | C Corporation | -$25,530 | $26,059,531 | 0.5 | Yes (true) | |||||
| PREVEA CLINIC INC | |||||||||||||||||
| 2710 EXECUTVE DRIVE | GREEN BAY | WI | 54304 | 391839349 | HEALTHCARE | WI | PHSI | C Corporation | Yes (true) | ||||||||
| RENAISSANCE QUALITY INSURANCE LTD | |||||||||||||||||
| 980669953 | INSURANCE | HSSI | C Corporation | $0 | $159,241,050 | 1 | Yes (true) | PO BOX 1159 | GRAND CAYMAN | CJ | KY11102 | CJ | |||||
| OJV INC | |||||||||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 460873384 | HEALTHCARE | IL | LASANTE INC | C Corporation | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part V, Line 2 TRANSACTIONS WITH RELATED ENTITIES | ANY TRANSACTIONS LISTED ON SCHEDULE R, PART V, LINE 1 AND NOT ON SCHEDULE R, PART V, LINE 2 ARE BETWEEN RELATED 501(C)(3) AND DO NOT REQUIRE REPORTING ON THIS SECTION. |
| Schedule R, Part VII Related Organizations | Due to the increasingly complex organization structure of Hospital Sisters Health System and Affiliates, the filing organization has elected to report all organizations within Hospital Sisters Health System as related, regardless of ownership interest or "control" as defined by the instructions to Schedule R. The intent of this reporting is to promote transparency and increase consistency across the numerous Form 990 submissions by Hospital Sisters Health System and Affiliates. |
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