ASCENSION SE WISCONSIN HOSPITAL INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASCENSION SE WISCONSIN HOSPITAL INC (EIN 39-0816857)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201811359349311086
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:06:41-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390816857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wheaton Franciscan Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEA | BusinessNameControlTxt |
| Phone | 3147338000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 W Chambers St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tonya Mershon | PersonNm |
| Person Title | Tax Officer | PersonTitleTxt |
| Signature | 2018-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bernard Sherry SR VP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W River Woods Pkwy | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $362,686,635 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mywheaton.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1927 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | To improve the health and well-being of all people in the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 2985 | TotalEmployeeCnt |
| Total Volunteers | 444 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,581,316 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,319,352 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $401,778,099 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $356,761,746 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$656,200 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,478,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,964,641 | PYOtherRevenueAmt |
| CY Other Revenue | $4,538,668 | CYOtherRevenueAmt |
| PY Total Revenue | $407,667,856 | PYTotalRevenueAmt |
| CY Total Revenue | $361,141,705 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,069 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $173,408,742 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $144,155,245 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $292,923 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $244,426,917 | PYOtherExpensesAmt |
| CY Other Expenses | $220,482,985 | CYOtherExpensesAmt |
| PY Total Expenses | $417,849,509 | PYTotalExpensesAmt |
| CY Total Expenses | $364,673,299 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,181,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,531,594 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $211,552,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $548,945,747 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,948,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $449,477,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,603,939 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,467,931 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our Mission as part of a Catholic health care system is to further the healing ministry of Jesus by continually improving the health and well-being of all people, especially the poor, in the communities we serve. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $132,600,155 | ExpenseAmt |
| Grant | $28,781 | GrantAmt |
| Revenue | $206,433,300 | RevenueAmt |
| Desc | Licensed for 538 beds, Wheaton Franciscan - St. Joseph is the second largest private hospital in Milwaukee providing acute and sub-acute care. The campus offers 24-hour emergency services and a broad range of medical and surgical services. Specialties include comprehensive services for high-risk obstetrics, a prenatal assessment center, a Level III 54-bed neonatal intensive care unit, perinatal outreach, and women and infants services. Additional services consist of the Heart Care Center, which includes a cardiac catheterization laboratory, chest pain ED protocols, and cardiac and thoracic surgery and is an accredited Chest Pain Center with Percutaneous Coronary Intervention (PCI). Rehabilitation Services provide inpatient and outpatient physical, occupational, and speech therapy; pediatric therapy; and specialty programs for headaches/biofeedback, continence therapy, vestibular rehabilitation, drivers assessments, amputee rehabilitation, hand therapy, cognitive and swallowing therapy, dry needling, lymphedema therapy, TMJ therapy, stroke rehabilitation, and a work hardening program. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $73,061,673 | ExpenseAmt |
| Grant | $6,288 | GrantAmt |
| Revenue | $142,005,574 | RevenueAmt |
| Desc | Elmbrook Memorial Hospital is a 166-bed full-service acute care hospital providing comprehensive medical care in a convenient, attractive setting. Fully accredited by the Joint Commission, Elmbrook Memorial is known for its high level of quality patient-centered medical care. Specialties include cancer care, cardiac care, diagnostic imaging, orthopedic/neurological services, a 24-hour emergency department, full obstetric and gynecological services, a Prenatal Assessment Center, a Bariatric Surgery Center of Excellence, a Center for Digestive Health and comprehensive surgical services including robotic, minimally invasive and advanced laparoscopic procedures. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,962,355 | ExpenseAmt |
| Revenue | $8,134,667 | RevenueAmt |
| Desc | St Joseph has two outpatient centers; Wheaton Franciscan - Wauwatosa offers a full range of outpatient services, the latest technology, more than 30 primary care and specialty medical offices and clinics, an Urgent Care Center, on-site laboratory, imaging, diagnostic testing and a variety of outpatient departments all under one roof. The Brown Deer site is a unique collaboration that combines health care and fitness on one convenient campus. The outpatient center features comprehensive services, including cardiac testing, diabetes management, physical therapy, and radiology. It also offers the latest medical technologies and treatments, laboratory services, and health care services featuring primary and specialty physicians. The YMCA houses half of the building and is the home of a state of the art fitness center as well as the very popular Schroeder Aquatic Center. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,833,800 | ExpenseAmt |
| Revenue | $188,205 | RevenueAmt |
| Desc | Midwest Spine and Orthopedic Hospital / Wisconsin Heart Hospital ceased operations in July 2016 and is no longer actively seeing patients. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,833,800 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $188,205 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $211,457,983 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2985 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Mannes Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144653542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W RIVER WOODS Pkwy | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SALEEM AMAN MD | ||||||||||
| SECRETARY/TREASURER (end 9/2016) | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $486,378 | $49,207 | |||
| TRAVIS D ANDERSEN | ||||||||||
| CHAIR (start 9/2016) | 1.0 | 43.0 | Yes (X) | Yes (X) | $0 | $1,214,959 | $43,221 | |||
| Susan Boland | ||||||||||
| PRESIDENT (end 4/2017) | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $490,242 | $62,720 | |||
| DEBRA STANDRIDGE | ||||||||||
| VICE CHAIRPERSON/PRESIDENT (end 9/2016) | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $490,937 | $70,359 | |||
| Timothy Richman | ||||||||||
| DIRECTOR (start 9/2016) | 1.0 | 39.0 | Yes (X) | $0 | $239,189 | $39,828 | ||||
| MANFRED CHIANG MD | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 39.0 | Yes (X) | $0 | $625,743 | $46,972 | ||||
| PATRICK DIEM | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| BETH GRIFFIN MD | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY HARDACRE MD | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 39.0 | Yes (X) | $0 | $451,384 | $57,570 | ||||
| Jawwad Khan MD | ||||||||||
| DIRECTOR (start 9/2016) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN KLUESNER | ||||||||||
| DIRECTOR (start 9/2016) | 1.0 | 66.0 | Yes (X) | $0 | $261,820 | $40,319 | ||||
| THOMAS MAHN MD | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 39.0 | Yes (X) | $0 | $424,895 | $51,695 | ||||
| JAMES MAZZULLA MD | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN ROCHE | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL ROSS MD | ||||||||||
| DIRECTOR (start 9/2016) | 1.0 | 39.0 | Yes (X) | $0 | $368,768 | $44,309 | ||||
| BRIAN SMIGELSKI | ||||||||||
| DIRECTOR (end 9/2016) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Stern MD | ||||||||||
| DIRECTOR (start 9/2016) | 37.0 | 3.0 | Yes (X) | $320,595 | $0 | $48,431 | ||||
| Seth Teigen | ||||||||||
| DIRECTOR (start 9/2016) | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bobby Wu MD | ||||||||||
| DIRECTOR (start 9/2016) | 1.0 | 39.0 | Yes (X) | $0 | $232,356 | $24,424 | ||||
| SHARON BAUGHMAN | ||||||||||
| CNO SR VP PATIENT SERVICES | 40.0 | 0 | $258,849 | $0 | $58,105 | Yes (X) | ||||
| ERIC CHRISTIANSON MD | ||||||||||
| VP MEDICAL AFFAIRS NORTH MARKET (end 11/2016) | 40.0 | 0 | $288,193 | $0 | $48,555 | Yes (X) | ||||
| LYNN GRUDZIELANEK | ||||||||||
| SR VP OPERATIONS NORTH MARKET (end 10/2016) | 40.0 | 0 | $225,877 | $0 | $28,910 | Yes (X) | ||||
| Lijian Cai | ||||||||||
| Pharmacy Director | 40.0 | 0 | $175,617 | $0 | $40,229 | Yes (X) | ||||
| Susan Jassak | ||||||||||
| Administrative Director Cardiac Services | 40.0 | 0 | $170,511 | $0 | $68,059 | Yes (X) | ||||
| Mary Jo Kohout | ||||||||||
| VP Patient Care Services | 40.0 | 0 | $170,557 | $0 | $37,045 | Yes (X) | ||||
| Kenneth Olszewski | ||||||||||
| Pharmacist | 40.0 | 0 | $168,770 | $0 | $55,419 | Yes (X) | ||||
| Bryan Tollenaar | ||||||||||
| Medical Physicist | 40.0 | 0 | $198,909 | $0 | $36,294 | Yes (X) | ||||
| Rita MELZER MD | ||||||||||
| FORMER OFFICER (END 6/2016) | 0.0 | 40.0 | $0 | $763,822 | $22,445 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,977,878 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,050,493 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $974,116 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 82 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WISCONSIN | ||||||
| 8701 WATERTOWN PLANK | MILWAUKEE | WI | 53226 | PHYSICIANS RESIDENTS | $6,397,898 | |
| JP CULLEN AND SONS INC | ||||||
| PO BOX 5957 | JANESVILLE | WI | 53547 | CONSTRUCTION | $6,304,248 | |
| SODEXHO INC AND AFFILIATES | ||||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | MAINTENANCE SERVICES | $3,714,225 | |
| INFINITY HEALTHCARE PHYSICIANS | ||||||
| 111 E Wisconsin Ave | Milwaukee | WI | 53202 | Anesthesia Services | $1,864,925 | Suite 2100 |
| EMERGENCY MEDICINE SPECIALIST | ||||||
| 3237 S 16TH STREET | MILWAUKEE | WI | 53215 | ER MANAGEMENT SERVICE | $1,718,818 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 59 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $1,319,352 | RelatedOrganizationsAmt |
| Total Contributions | $1,319,352 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 621990 | $349,353,599 | $349,353,599 |
| SERVICES TO AFFILIATES | 561000 | $6,075,209 | $6,075,209 |
| GOVERNMENT EHR INCENTIVES | 900099 | $1,332,938 | $1,332,938 |
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 | $356,761,746 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,869 | TotalRevenueColumnAmt |
| Exclusion | $66,869 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,288,517 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,288,517 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,288,517 | TotalRevenueColumnAmt |
| Exclusion | $1,288,517 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,544,930 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$1,544,930 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,544,930 | TotalRevenueColumnAmt |
| Exclusion | -$1,544,930 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Cafeteria Revenue | 722514 | $1,600,010 | $1,600,010 |
| Education Revenue | 611430 | $256,468 | $256,468 |
| FITNESS CLUB | 713940 | $45,210 | $45,210 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,348,463 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,348,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,250,151 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,141,705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $356,761,746 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,060,607 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,069 | TotalAmt |
| Program Services | $35,069 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,277,515 | TotalAmt |
| Management And General | $1,277,515 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,955,297 | TotalAmt |
| Program Services | $90,670,701 | ProgramServicesAmt |
| Management And General | $20,141,435 | ManagementAndGeneralAmt |
| Fundraising | $143,161 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,470,169 | TotalAmt |
| Program Services | $4,470,125 | ProgramServicesAmt |
| Management And General | $992,986 | ManagementAndGeneralAmt |
| Fundraising | $7,058 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,022,658 | TotalAmt |
| Program Services | $14,727,796 | ProgramServicesAmt |
| Management And General | $3,271,608 | ManagementAndGeneralAmt |
| Fundraising | $23,254 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,429,606 | TotalAmt |
| Program Services | $6,821,298 | ProgramServicesAmt |
| Management And General | $1,597,538 | ManagementAndGeneralAmt |
| Fundraising | $10,770 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312 | TotalAmt |
| Program Services | $312 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,559 | TotalAmt |
| Management And General | $30,559 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,420,868 | TotalAmt |
| Program Services | $15,366,975 | ProgramServicesAmt |
| Management And General | $43,158 | ManagementAndGeneralAmt |
| Fundraising | $10,735 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,130 | TotalAmt |
| Program Services | $1,633 | ProgramServicesAmt |
| Management And General | $24,282 | ManagementAndGeneralAmt |
| Fundraising | $21,215 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,985 | TotalAmt |
| Program Services | $352,734 | ProgramServicesAmt |
| Management And General | $244,151 | ManagementAndGeneralAmt |
| Fundraising | $13,100 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,695 | TotalAmt |
| Program Services | $13,695 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,368,083 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
| Management And General | $7,367,983 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,485 | TotalAmt |
| Program Services | $35,104 | ProgramServicesAmt |
| Management And General | $27,208 | ManagementAndGeneralAmt |
| Fundraising | $18,173 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,409 | TotalAmt |
| Program Services | $57,641 | ProgramServicesAmt |
| Management And General | $13,768 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,194,659 | TotalAmt |
| Program Services | $8,644,324 | ProgramServicesAmt |
| Management And General | $5,550,335 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,897 | TotalAmt |
| Management And General | $1,898,897 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,473 | TotalAmt |
| Program Services | $22,473 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Corporate Overhead Allocations | $83,084,985 | $83,084,985 | ||
| Medical Supplies | $42,640,364 | $42,640,364 | ||
| Purchased Services | $25,056,733 | $21,934,904 | $3,103,586 | $18,243 |
| Provider Tax | $11,580,152 | $11,580,152 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,352,196 | TotalAmt |
| Program Services | $12,913,901 | ProgramServicesAmt |
| Management And General | $5,421,081 | ManagementAndGeneralAmt |
| Fundraising | $17,214 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,673,299 | TotalAmt |
| Program Services | $211,457,983 | ProgramServicesAmt |
| Management And General | $152,922,393 | ManagementAndGeneralAmt |
| Fundraising | $292,923 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $413,229 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,199 | BOYAmt |
| EOY | $397,490 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,199,512 | BOYAmt |
| EOY | $48,431,716 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,678 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,643,346 | BOYAmt |
| EOY | $9,472,281 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103,778 | BOYAmt |
| EOY | $421,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,929,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,941,492 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,434,525 | BOYAmt |
| EOY | $135,987,531 | 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 |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,288 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,188 | BOYAmt |
| EOY | $353,809,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,552,226 | BOYAmt |
| EOY | $548,945,747 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,704,143 | BOYAmt |
| EOY | $18,721,511 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,265 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,055,879 | BOYAmt |
| EOY | $430,756,305 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,948,287 | BOYAmt |
| EOY | $449,477,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,964,725 | BOYAmt |
| EOY | $99,070,441 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,214 | BOYAmt |
| EOY | $397,490 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,603,939 | BOYAmt |
| EOY | $99,467,931 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,552,226 | BOYAmt |
| EOY | $548,945,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,531,594 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,765 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,387,821 | 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 | false | FederalGrantAuditRequiredInd |
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 | $30,559 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $30,559 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | LOBBYING EXPENSES REPRESENT THE PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS THAT IS SPECIFICALLY ALLOCABLE TO LOBBYING. WHEATON FRANCISCAN, INC. DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OR STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | LOBBYING EXPENSES REPRESENT THE PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS THAT IS SPECIFICALLY ALLOCABLE TO LOBBYING. WHEATON FRANCISCAN, INC. DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OR STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,930,000 | OtherCostOrOtherBasisAmt |
| Book Value | $9,930,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,688,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,307,778 | DepreciationAmt |
| Book Value | $98,380,412 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,022 | DepreciationAmt |
| Book Value | $378 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,870,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,471,400 | DepreciationAmt |
| Book Value | $20,398,715 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,437,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,292 | DepreciationAmt |
| Book Value | $7,278,026 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,987,531 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | |
| Due from Affiliates | $350,524,968 |
| Estimated Settlements from Third-Party Payor | $3,086,319 |
| Other Receivables | $198,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $353,809,524 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| FAS 47 LONG TERM PAYABLE SJH | |
| CASH DUE TO CHS FUND | |
| BONDS PAYABLE TO AFFILIATES | $37,099,950 |
| Estimated Settlement to Third-Party Payor | $2,300,287 |
| Due to Affiliates | $385,357,225 |
| Other LIabilities | $2,254,997 |
| Recovery Tail Liability | $1,390,063 |
| Valuation Allowance | $2,353,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $430,756,305 | 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 | THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2017. | 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 |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,004,664 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,004,664 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0192 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $110,335,112 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $111,146,113 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | 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 | $117,339,776 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $111,146,113 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,004,664 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0192 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 9 | ActivitiesOrProgramsCnt |
| Persons Served | 4701 | PersonsServedCnt |
| Total Community Benefit Expns | $305,846 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $68,263 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $237,583 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0007 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 1333 | PersonsServedCnt |
| Total Community Benefit Expns | $9,432,635 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,226 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,421,409 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0258 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $76,265 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,917 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $62,348 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $37,727 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $37,727 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0001 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 1 | PersonsServedCnt |
| Total Community Benefit Expns | $212,222 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $212,222 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0006 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 17 | ActivitiesOrProgramsCnt |
| Persons Served | 6035 | PersonsServedCnt |
| Total Community Benefit Expns | $10,064,695 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $93,406 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,971,289 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0273 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 17 | ActivitiesOrProgramsCnt |
| Persons Served | 6035 | PersonsServedCnt |
| Total Community Benefit Expns | $127,404,471 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $111,239,519 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,975,953 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0466 | 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) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 21 | PersonsServedCnt |
| Total Community Benefit Expns | $322 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $77 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $245 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | 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 | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 21 | PersonsServedCnt |
| Total Community Benefit Expns | $322 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $77 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $245 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,002,015 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $96,734 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $114,600,393 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $131,408,345 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$16,807,952 | 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 | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | Business Name Line2BusinessName/BusinessNameLine2Txt | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WHEATON FRANCISCAN - ST JOSEPH | |||||||||||||
| 1 | 5000 W CHAMBERS STREET | MILWAUKEE | WI | 53210 | HTTP://WWW.MYWHEATON.ORG/ST-JOSEPH | 30 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 | ||
| WHEATON FRANCISCAN - ELMBROOK MEMORIAL | |||||||||||||
| 2 | 19333 W NORTH AVENUE | BROOKFIELD | WI | 53045 | HTTP://WWW.MYWHEATON.ORG/ELMBROOK-MEMORIAL | 183 | Yes (X) | Yes (X) | Yes (X) | 1 | |||
| WHEATON FRANCISCAN - WISCONSIN HEART HOSPITALMIDWEST SPINE & ORTHOPEDIC HOS | |||||||||||||
| 3 | 10000 WEST BLUEMOUND ROAD | WAUWATOSA | WI | 53226 | 308 | Yes (X) | Yes (X) | 1 | PITAL | Heart Care | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)
| First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | FAP TranslatedFAPTranslatedInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicare PrivateLookBackMedicarePrivateInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | https://www.mywheaton.org/app/files/public/4334/2016-chna-report-st-joseph-campus.pdf | Yes (X) | Yes (X) | Yes (true) | 16 | Yes (true) | http://www.mywheaton.org/app/files/public/4326/2016-chna-implementation-plan-st-joseph-campus.pdf | false | Yes (true) | Yes (X) | 250.0 | 400.0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | https://www.mywheaton.org/about-wheaton/billing-information/#policy | Yes (X) | https://www.mywheaton.org/about-wheaton/billing-information/#policy | Yes (X) | https://www.mywheaton.org/about-wheaton/billing-information/#policy | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
| 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | https://www.mywheaton.org/app/files/public/4327/2016-chna-report-elmbrook-memorial-campus.pdf | Yes (true) | 15 | Yes (true) | https://www.mywheaton.org/app/files/public/4327/2016-chna-report-elmbrook-memorial-campus.pdf | false | Yes (true) | Yes (X) | 250.0 | 400.0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | https://www.mywheaton.org/about-wheaton/billing-information/#policy | Yes (X) | https://www.mywheaton.org/about-wheaton/billing-information/#policy | Yes (X) | https://www.mywheaton.org/about-wheaton/billing-information/#policy | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||
| 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | Yes (X) | false | Yes (true) | Yes (X) | 200.0 | 400.0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||||||||||||
Supplemental Information SupplementalInformationGrp (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 5 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 1,967 telephone interviews were completed between March 16 and July 14, 2015 for Milwaukee County including 1,200 interviews during the same time frame for the City of Milwaukee. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. Each of these organizations serves the medically underserved, low-income, and minority populations. * United Way of Greater Milwaukee * City of Milwaukee Health Department * North Shore Health Department * Milwaukee County of Health and Human Services * Children's Health Alliance of Wisconsin * North Shore Health Department * United Community Center * The Faye McBeath Foundation * AIDS Resource Center of Wisconsin * Community Services for Children's Hospital and Health System * Children's Hospital of Wisconsin * Wisconsin Department of Public Health Services * Greater Milwaukee Foundation * Milwaukee Common Council * Wauwatosa Health Department * Helen Bader Foundation * Black Health Coalition of Wisconsin * Medical College of Wisconsin Institute for Health and Society * West Allis and West Milwaukee Health Department * South Milwaukee Health Department * UW-Milwaukee Joseph J. Zilber School of Public Health * YWCA Milwaukee * Hales Corners Health Department * Medical Society of Milwaukee County * Oak Creek Health Department * Greenfield Health Department * Saint Francis Health Department * Greendale Health Department * UNCOM (United Neighborhood Centers of Milwaukee * Milwaukee Oral Health Task Force * Columbia St. Mary's * Milwaukee Health Care Partnership * Lindsay Heights Health Alliance * Community Advocates * Cudahy Health Department * YMCA of Metro Milwaukee * Latino Health Coalition * Boys and Girls Club of Greater Milwaukee * Staff Housing Authority of the City of Milwaukee * Residents from Parklawn and Highland Gardens |
| Schedule H, Part V, Section B, Line 6a Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. The CHNA was conducted the following hospital facilities: -Aurora Health Care -Children's Hospital of Wisconsin -Columbia St. Mary's Health System -Froedtert Health |
| Schedule H, Part V, Section B, Line 7 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. Several reports applicable to our Wisconsin Hospital Facilities are available at the Milwaukee Health Care Partnership's (MHCP) website at http://mkehcp.org/publications. MHCP is a public / private consortium dedicated to improving health care coverage, access, and care coordination for underserved populations in Milwaukee County, with the goals of improving health outcomes, eliminating disparities, and reducing the total cost of care. |
| Schedule H, Part V, Section B, Line 11 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. Using the CHNA completed in June 2016, the hospital developed, adopted, and worked on executing a three-year Implementation Strategy to address priority community health needs. In Fiscal Year 2017 (Tax Year 2016), the hospital implemented the following plan to address the priority needs: Access to Care -- Assist individuals with access to care -- Assisted in setting up follow-up care appointments for underserved or under insured patients -- Participated and developed a community-wide practice standard for meeting specialty care needs for low-income, uninsured emergency department patients -- Actively screened uninsured patients for financial assistance programs Healthy Lifestyle -- Decrease the incidence of diabetes, high blood pressure and obesity -- Provided community based health education on obesity, diabetes and hypertension -- Offered pre-diabetes educational group sessions to increase knowledge related to diabetes, hypertension and weight management -- Implemented Diabetes Prevention Program to increase knowledge on diabetes, healthy eating, the importance of physical activity, and stress management Infant Mortality -- Reducing Infant Mortality -- Implemented Centering Pregnancy Program -- Offered culturally sensitive, comprehensive safe sleep programs that are shared with women and families -- Assist women of childbearing age to obtain primary health care providers to get the care they need prior to, during, and after pregnancy -- Provided awareness and education on Safe Place for Newborns Program Explanation on needs identified in CHNA that are not being addressed: While our organization understands the importance of meeting all of the needs of the community, an in depth assessment was completed in which the key leaders involved with work within the St. Joseph Campus were able to identify the needs that would be most impacted by the site. The top health needs identified by the St. Joseph Campus leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: -Coverage: Wheaton Franciscan- St. Joseph Campus feels that this significant need is outside of our scope of services. We are committed to focusing efforts on providing access to care to those within our community regardless of their coverage. We will continue to support other initiatives regarding this need in a secondary capacity when necessary. -Alcohol and Drug Use: While Wheaton Franciscan- St. Joseph Campus understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on alcohol and drug use. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants indicated a number of organizations across sectors are already addressing these issues by providing services, and education is in place within the schools. Specific strategies named include needle exchange and Sharps collection programs, public campaigns and media coverage of the issues, prescription drug drop off locations, the Wisconsin Prescription Drug Monitoring Program (PDMP), medication lock boxes sold at cost, the Community Health Improvement Plan, and community capacity building. We are committed to supporting these efforts in a secondary capacity as necessary. -Injury and Violence: Wheaton Franciscan- St. Joseph Campus feels that this significant need is outside of our scope of services. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Existing strategies to address injury prevention include home assessment, injury prevention programs for seniors, newsletters, car seat checks and car safety programs, bicycle rodeos, messages in school planners, promotion of helmet use, and pedestrian safety messaging. Related to crime, validated risk assessment tools, addressing poverty, community policing, the Community Justice Council, hotspotting, Project Ujima, the Medical College of Wisconsin Injury Research Center, and the Milwaukee Peace Summit were existing strategies named. Regarding family violence and child abuse, Sojourner Family Peace Center's programs; the Hmong American Women's Association's programs, services, and support within the clan system; the Safe and Sound Collaborative; family support services; implementing trauma informed care principles; Denim Day and other awareness campaigns; and mindfulness programs were named as existing strategies to address violence. Due to the lack of resources and expertise within Wheaton Franciscan- St. Joseph Campus in this area, we have committed to supporting this need in a secondary capacity as necessary. -Mental and Behavioral Health: While Wheaton Franciscan- St. Joseph Campus understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on Mental and Behavioral Health. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants named the following existing strategies in the county to address mental health: inpatient and outpatient mental health services; increased bullying awareness; housing first strategy; community behavioral health redesign is underway; Milwaukee Center for Independence programming that manages medication and re-integrates people with mental health issues into the community, jobs, and housing; crisis intervention training for employees; efforts within schools and school-community partnerships; mental and behavioral health task forces; implementing trauma informed care; and more mental health providers are being added in the community. |
| Schedule H, Part V, Section B, Line 16 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. The filing organization takes several proactive approaches to make patients aware of our financial assistance policy. In addition to our policy being posted on our website and available to anyone who requests one, there is abundant signage throughout our facility explaining our financial assistance policy and how to obtain the actual policy, if desired. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as in inpatient and outpatient admitting and registration areas, physician offices, and emergency departments. Brochures describing the policy are available in the same locations, and the policy is discussed at the time of registration or pre-registration, admission, discharge, and with billing for those identified with a need. Patients who call and express a financial hardship with paying their bill will be assisted by a customer service representative, who will assist the patient in setting up an appointment to meet with a financial advocate who will go over the financial assistance policy in detail, get the financial assistance application process started, and educate the patient regarding any questions they may have. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. Additionally, our Financial Assistance Policy, Financial Assistance Application, and Plain Language Summary are available on our website, https://www.mywheaton.org/about-wheaton/billing-information/#policy. The Financial Assistance Policy and Application have been translated into 8 languages: English, Spanish, Chinese, Hmong, Laotian, Arabic, Russian, and Serbian/Croatian. In the case of our Plain Language Summary, a 9th language (Telugu) is available. |
| Schedule H, Part V, Section B, Line 5 Facility 1, 1 | Facility 1, 1 - wheaton franciscan - elmbrook memorial. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership (the Partnership) which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 400 telephone interviews were completed between February 2 and February 23, 2015 for Waukesha County. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. T Denotes this organization represents low-income populations. TT Denotes this organization represents medically underserved populations. TTT Denotes this organization represents minority populations. * Addiction Resource Council T, TT, TTT * City of New Berlin Fire Department * City of New Berlin Police Department * Community Outreach Health Clinic T, TT, TTT * Delafield Chamber of Commerce * Family Services of Waukesha T, TT, TTT * Hamilton School District * Hartland Chamber of Commerce * Hope Center, Inc. T * HOPE Network, Inc. T, TTT * Interfaith Senior Programs T, TT, TTT * Kettle Moraine School District * La Casa de Esperanza T, TT, TTT * Lake Area Free Clinic T, TT, TTT * Menominee Falls Area Food Pantry T * Menomonee Falls Chamber of Commerce, Inc. * Mukwonago Food Pantry and Mukwonago Food Pantry Resource Center T, TT, TTT * NAMI Waukesha, Inc. T, TT, TTT * New Berlin Food Pantry T * Oconomowoc Area School District T,TT * ProHealth Care T, TT, TTT * Safe Babies Healthy Families T, TT, TTT * Saint Joseph's Medical Clinic, Inc. T,TT * School District of Menomonee Falls T, TT, TTT * School District of New Berlin * School District of Waukesha T, TT, TTT * Stillwaters Cancer Support Services T, TT, TTT * Sussex Outreach Services T, TT, TTT * United Way of Greater Milwaukee & Waukesha County T, TT, TTT * Village of Menomonee Falls Police and Fire Department * Waukesha County Board * Waukesha County Business Alliance * Waukesha County Community Dental Clinic T, TT, TTT * Waukesha County Department of Health and Human Services * YMCA at Pabst Farms T, TT, TTT * YMCA of Greater Waukesha County T, TT, TTT |
| Schedule H, Part V, Section B, Line 6a Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL. THE CHNA WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES: -Aurora Health Care- Children's Hospital of Wisconsin -Columbia St. Mary's Health System -Froedtert Health |
| Schedule H, Part V, Section B, Line 11 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL. Using the CHNA completed in June 2016, the hospital developed, adopted, and worked on executing a three-year Implementation Strategy to address priority community health needs. In Fiscal Year 2017 (Tax Year 2016), the hospital implemented the following plan to address the priority needs: Access to Care -- Assist individuals with access to care -- Actively screened uninsured patients for financial assistance programs -- Provided insurance enrollment resources and assisted patients who were uninsured or underinsured Healthy Lifestyle -- Educate local community on healthy lifestyle topics -- Provided community based health education on obesity, diabetes and hypertension -- Offered weight loss program Renew You to broader community -- Offered education on healthy eating, portion control, and meal planning While our organization understands the importance of meeting all of the needs of the community, an in depth assessment was completed in which the key leaders involved with work within Elmbrook were able to identify the needs that would be most impacted by the site. The top health needs identified by the Elmbrook leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: -Coverage: Wheaton Franciscan- Elmbrook Memorial feels that this significant need is outside of our scope of services. We are committed to focusing efforts on providing access to care to those within our community regardless of their coverage. We will continue to support other initiatives regarding this need in a secondary capacity when necessary. -Alcohol and Drug Use: While Wheaton Franciscan- Elmbrook Memorial understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on alcohol and drug use. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants indicated a number of organizations across sectors are already addressing these issues by providing services, and education is in place within the schools. Specific strategies named include needle exchange and Sharps collection programs, public campaigns and media coverage of the issues, prescription drug drop off locations, the Wisconsin Prescription Drug Monitoring Program (PDMP), medication lock boxes sold at cost, the Community Health Improvement Plan, and community capacity building. We are committed to supporting these efforts in a secondary capacity as necessary. -Injury and Violence: Wheaton Franciscan- Elmbrook Memorial feels that this significant need is outside of our scope of services. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Existing strategies to address injury prevention include home assessment, injury prevention programs for seniors, newsletters, car seat checks and car safety programs, bicycle rodeos, messages in school planners, promotion of helmet use, and pedestrian safety messaging. Related to crime, validated risk assessment tools, addressing poverty, community policing, the Community Justice Council, hotspotting, Project Ujima, the Medical College of Wisconsin Injury Research Center, and the Milwaukee Peace Summit were existing strategies named. Regarding family violence and child abuse, Sojourner Family Peace Center's programs; the Hmong American Women's Association's programs, services, and support within the clan system; the Safe and Sound Collaborative; family support services; implementing trauma informed care principles; Denim Day and other awareness campaigns; and mindfulness programs were named as existing strategies to address violence. Due to the lack of resources and expertise within Wheaton Franciscan- Elmbrook Memorial in this area, we have committed to supporting this need in a secondary capacity as necessary. -Mental and Behavioral Health: While Wheaton Franciscan- Elmbrook Memorial understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on Mental and Behavioral Health. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants named the following existing strategies in the county to address mental health: inpatient and outpatient mental health services; increased bullying awareness; housing first strategy; community behavioral health redesign is underway; Milwaukee Center for Independence programming that manages medication and re-integrates people with mental health issues into the community, jobs, and housing; crisis intervention training for employees; efforts within schools and school-community partnerships; mental and behavioral health task forces; implementing trauma informed care; and more mental health providers are being added in the community. |
| Schedule H, Part V, Section B, Line 5 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 1,967 telephone interviews were completed between March 16 and July 14, 2015 for Milwaukee County including 1,200 interviews during the same time frame for the City of Milwaukee. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. Each of these organizations serves the medically underserved, low-income, and minority populations. * United Way of Greater Milwaukee * City of Milwaukee Health Department * North Shore Health Department * Milwaukee County of Health and Human Services * Children's Health Alliance of Wisconsin * North Shore Health Department * United Community Center * The Faye McBeath Foundation * AIDS Resource Center of Wisconsin * Community Services for Children's Hospital and Health System * Children's Hospital of Wisconsin * Wisconsin Department of Public Health Services * Greater Milwaukee Foundation * Milwaukee Common Council * Wauwatosa Health Department * Helen Bader Foundation * Black Health Coalition of Wisconsin * Medical College of Wisconsin Institute for Health and Society * West Allis and West Milwaukee Health Department * South Milwaukee Health Department * UW-Milwaukee Joseph J. Zilber School of Public Health * YWCA Milwaukee * Hales Corners Health Department * Medical Society of Milwaukee County * Oak Creek Health Department * Greenfield Health Department * Saint Francis Health Department * Greendale Health Department * UNCOM (United Neighborhood Centers of Milwaukee * Milwaukee Oral Health Task Force * Columbia St. Mary's * Milwaukee Health Care Partnership * Lindsay Heights Health Alliance * Community Advocates * Cudahy Health Department * YMCA of Metro Milwaukee * Latino Health Coalition * Boys and Girls Club of Greater Milwaukee * Staff Housing Authority of the City of Milwaukee * Residents from Parklawn and Highland Gardens |
| Schedule H, Part V, Section B, Line 6a Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. The CHNA was conducted the following hospital facilities: -Aurora Health Care -Children's Hospital of Wisconsin -Columbia St. Mary's Health System -Froedtert Health |
| Schedule H, Part V, Section B, Line 7 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. Several reports applicable to our Wisconsin Hospital Facilities are available at the Milwaukee Health Care Partnership's (MHCP) website at http://mkehcp.org/publications. MHCP is a public / private consortium dedicated to improving health care coverage, access, and care coordination for underserved populations in Milwaukee County, with the goals of improving health outcomes, eliminating disparities, and reducing the total cost of care. |
| Schedule H, Part V, Section B, Line 11 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. ALTHOUGH THE WISCONSIN HEART HOSPITAL DID COMPLETE THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE YEAR ENDING JUNE 30, 2016, SHORTLY AFTERWARDS, ON JULY 8, 2016, A DECISION WAS MADE TO DISCONTINUE INPATIENT HOSPITAL OPERATIONS. AS SUCH, THE WISCONSIN HEART HOSPITAL WILL NOT BE IMPLEMENTING THE NEEDS IT ORIGINALLY IDENTIFIED, AND WILL BE INSTEAD INCORPORATING THESE NEEDS AT AN AFFILIATED HOSPITAL, WHERE POSSIBLE. THE FACILITY WILL BE USED IN THE FUTURE, AND IS CURRENTLY BEING EVALUATED BY OUR TEAM IN ORDER TO DETERMINE A USE THAT WILL BEST SERVE OUR COMMUNITY'S NEEDS. |
| Schedule H, Part V, Section B, Line 16 Facility 1, 1 | Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. The filing organization takes several proactive approaches to make patients aware of our financial assistance policy. In addition to our policy being posted on our website and available to anyone who requests one, there is abundant signage throughout our facility explaining our financial assistance policy and how to obtain the actual policy, if desired. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as in inpatient and outpatient admitting and registration areas, physician offices, and emergency departments. Brochures describing the policy are available in the same locations, and the policy is discussed at the time of registration or pre-registration, admission, discharge, and with billing for those identified with a need. Patients who call and express a financial hardship with paying their bill will be assisted by a customer service representative, who will assist the patient in setting up an appointment to meet with a financial advocate who will go over the financial assistance policy in detail, get the financial assistance application process started, and educate the patient regarding any questions they may have. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. Additionally, our Financial Assistance Policy, Financial Assistance Application, and Plain Language Summary are available on our website, https://www.mywheaton.org/about-wheaton/billing-information/#policy. The Financial Assistance Policy and Application have been translated into 8 languages: English, Spanish, Chinese, Hmong, Laotian, Arabic, Russian, and Serbian/Croatian. In the case of our Plain Language Summary, a 9th language (Telugu) is available. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 0 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| WHEATON FRANCISCAN WAUWATOSA | ||||
| 201 N MAYFAIR RD | WAUWATOSA | WI | 53226 | HOSPITAL BASED OUTPATIENT CNTR |
| WHEATON FRANCISCAN BROWN DEER | ||||
| 9252 N GREEN BAY ROAD | BROWN DEER | WI | 53209 | HOSPITAL BASED OUTPATIENT CNTR |
| WHEATON FRANCISCAN INC | ||||
| 19475 W NORTH AVE | BROOKFIELD | WI | 53045 | MEDICAL OFFICE BUILDING |
| WHEATON FRANCISCAN INC | ||||
| 5025 W BURLEIGH ST | MILWAUKEE | WI | 53210 | MEDICAL OFFICE BUILDING |
| WHEATON FRANCISCAN INC | ||||
| 3070 N 51ST ST | MILWAUKEE | WI | 53210 | MEDICAL OFFICE BUILDING |
| WHEATON FRANCISCAN INC | ||||
| 19333 W NORTH AVENUE | BROOKFIELD | WI | 53045 | REHABILITATION UNIT |
| WHEATON FRANCISCAN INC | ||||
| 17000 W NORTH AVE | BROOKFIELD | WI | 53045 | OUTPATIENT PERFORMANCE CENTER |
| WHEATON FRANCISCAN INC | ||||
| 19333 W NORTH AVE | BROOKFIELD | WI | 53045 | PAVLIC CENTER |
| WHEATON FRANCISCAN INC | ||||
| 19305 W NORTH AVE | BROOKFIELD | WI | 53045 | FRANCIS HOUSE |
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part VI, Line 7 Community Benefit Information | COMMUNITY BENEFIT AMOUNTS ARE COMPILED USING TOTAL ACTUAL COSTS PER THE HOSPITAL'S MANAGERIAL ACCOUNTING SYSTEM IN USE, WHICH INCLUDES ALL PATIENT SEGMENTS INCLUDING INPATIENT, OUTPATIENT, EMERGENCY ROOM, PRIVATE INSURANCE, MEDICAID, MEDICARE, MEDICARE HMO, UNINSURED, AND SELF-PAY PATIENTS. MEDICARE IS REPORTED USING THE MOST RECENTLY FILED COST REPORT AT THE TIME THE ANNUAL REPORT AND RELATED COMMUNITY BENEFIT INFORMATION IS PUBLISHED. COMMUNITY BENEFIT AMOUNTS WERE DETERMINED FOR EXTERNAL REPORTING PURPOSES, AND AMOUNTS ARE SUMMARIZED USING A SOFTWARE APPLICATION RECOMMENDED BY THE CATHOLIC HEALTH ASSOCIATION BECAUSE IT HAS THE ABILITY TO PROVIDE THE INFORMATION IN A FORMAT SUITABLE FOR SCHEDULE H PRESENTATION. Although community benefit reporting is not required in the state of Wisconsin, the organization VOLUNTARILY REPORTS COMMUNITY BENEFIT INFORMATION IN WISCONSIN BY REPORTING THE INFORMATION TO THE WISCONSIN HOSPITAL ASSOCIATION. |
| Schedule H, Part V, Section B, Line 17 Billing and Collection Policy | During tax year 2017, the organization learned via verbal comments of IRS agents at public events that the IRS intends that the "readily obtainable" standard in the 501(r) regulations for the AGB calculation and billing and collection policy is only met if those items are posted to the organization's web site. The organization had interpreted that web posting standard to be a safe harbor after consulting with external counsel and tax advisors, and timely took other steps to make the information readily obtainable. Consequently, the organization does not believe its decision to not post these documents to its web site rises to the level of a failure, nor does it believe the circumstances were either willful or egregious, having otherwise timely taken the steps necessary to attain and continue to maintain compliance with the other requirements related to the billing and collection policy and the AGB, as part of its policies and procedures for ensuring compliance with all aspects of 501(r). However, the organization is making this voluntary disclosure in order to communicate to the IRS the changes it is undertaking in response to the recent IRS informal guidance on this specific point concerning the "readily obtainable" standard, and the fact that the organization has started the work necessary to post its AGB information and billing and collection policy to its web site and will complete those additional postings as soon as reasonably possible. The other web postings required under 501(r) (i.e., those related to the community health needs assessment and the financial assistance policy) were timely completed and continue to remain in place as required. The organization believes its safeguards worked as intended in this case (i.e., the organization has regular communications with a number of external law firms and tax consultants and the timely attention to the recent guidance was supported by the framework of regular access to subject matter experts). These changes are in the process of being incorporated into corporate policies and procedures that apply to the organization. |
| Schedule H, Part I, Line 7g Subsidized Health Services | The filing organization is related to a sEPARATELY ORGANIZED ENTITY WHERE ALL PHYSICIAN CLINIC COSTS ARE GROUPED. THE HOSPITAL HAS THEREFORE NOT INCLUDED ANY PHYSICIAN CLINIC COSTS IN SUBSIDIZED HEALTH SERVICES. |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | The cost of providing charity care, means-tested government programs, and other community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. For the information in the table, a cost-to-charge ratio was calculated and applied. |
| Schedule H, Part II Community Building Activities | In the area of community building, Ascension WF Inc provides health care career education and health education presentations to high schools in Milwaukee County. The presentations focus on professional roles and work responsibilities within a health care system and child care education. According to the County Health Rankings, employment provides income and, often, benefits that can support healthy lifestyle choices. Unemployment and under employment limit these choices, and negatively affect both quality of life and health overall. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the Corporation follows established guidelines for placing certain past-due patient balances within collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the Corporation's policies. After applying the cost-to-charge ratio, the share of the bad debt expense in fiscal year 2017 was $4,836,679 at charges, ($2,002,015 at cost). |
| Schedule H, Part III, Line 3 Bad Debt Expense Methodology | The provision for doubtful accounts is based upon management's assessment of expected net collections considering historical experience, economic conditions, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | The organization is part of the Ascension Health Alliance's consolidated audit in which the footnote that discusses the bad debt expense begins on page 19. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | A cost to charge ratio is applied to the organization's Medicare Expense to determine the Medicare allowable costs reported in the organization's Medicare Cost Report. Ascension Health and its related health ministries follow the Catholic Health Association (CHA) guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | The filing organization FOLLOWS THE ASCENSION GUIDELINES FOR COLLECTION PRACTICES RELATED TO PATIENTS QUALIFYING FOR CHARITY OR FINANCIAL ASSISTANCE. A PATIENT CAN APPLY FOR CHARITY OR FINANCIAL ASSISTANCE AT ANY TIME DURING THE COLLECTION CYCLE. ONCE QUALIFYING DOCUMENTATION IS RECEIVED, THE PATIENT'S ACCOUNT IS ADJUSTED. PATIENT ACCOUNTS FOR THE QUALIFYING PATIENT IN THE PREVIOUS SIX MONTHS MAY ALSO BE CONSIDERED FOR CHARITY OR FINANCIAL ASSISTANCE. ONCE A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE, ALL COLLECTION ACTIVITY IS SUSPENDED. |
| Schedule H, Part V, Section B, Line 16a FAP website | 1 - WHEATON FRANCISCAN - ST. JOSEPH: Line 16a URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL: Line 16a URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | 1 - WHEATON FRANCISCAN - ST. JOSEPH: Line 16b URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL: Line 16b URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | 1 - WHEATON FRANCISCAN - ST. JOSEPH: Line 16c URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL: Line 16c URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; |
| Schedule H, Part VI, Line 2 Needs assessment | In addition to the CHNA reported in Part V, Section B, Elmbrook Memorial Hospital & St. Joseph's Hospital - these two hospitals use both hospital data and reliable, third party reports, including data from government sources, to assess the health needs of the community it serves. These reports provide information about key health, socioeconomic, and demographic indicators that point to areas of need. Elmbrook Memorial Hospital & St. Joseph's Hospital utilizes this information to determine develop programs and services to be provided for the community. These needs and initiatives are presented to senior leadership and board members to ensure the findings are considered in developing the organization's strategy, policy development, and internal financial and operational decisions. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | WHEATON FRANCISCAN, INC. iS COMMITTED TO DELIVERING EFFECTIVE, SAFE, PERSON-CENTRIC, HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. AS A NONPROFIT HOSPITAL (OR HEALTH SYSTEM), IT IS OUR MISSION AND PRIVILEGE TO PLAY THIS IMPORTANT ROLE IN OUR COMMUNITY. STAFF SCREEN UNINSURED PATIENTS AND IF FOUND POTENTIALLY ELIGIBLE FOR A GOVERNMENT FUNDING SOURCE, PROVIDE ASSISTANCE AND/OR RESOURCES TO THE PATIENT AND THEIR FAMILY. IF A PATIENT IS NOT ELIGIBLE FOR A PAYMENT SOURCE, our FINANCIAL ASSISTANCE POLICY COVERS PATIENTS WHO LACK THE FINANCIAL RESOURCES TO PAY FOR ALL OR PART OF THEIR BILLS. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON THE ANNUAL FEDERAL POVERTY GUIDELINES and is provided for tHOSE WHO EARN UP TO 400% OF THE FEDERAL POVERTY LEVEL. The following documents are widELY PUBLICIZEd on the organization's website at: https://www.mywheaton.org/about-wheaton/billing-information/#policy - FINANCIAL ASSISTANCE POLICY - FINANCIAL ASSISTANCE APPLICATION - FINANCIAL ASSISTANCE POLICY SUMMARY - LIST OF PROVIDERS COVERED BY THE FINANCIAL ASSISTANCE POLICY The organization also MAKES PAPER COPIES OF the following DOCUMENTS AVAILABLE UPON REQUEST: - FINANCIAL ASSISTANCE POLICY - FINANCIAL ASSISTANCE APPLICATION - FINANCIAL ASSISTANCE POLICY SUMMARY - LIST OF PROVIDERS COVERED BY THE FINANCIAL ASSISTANCE POLICY - AMOUNT GENERALLY BILLED CALCULATION PAPER COPIES ARE MADE READILY AVAILABLE AS PART OF THE INTAKE, DISCHARGE, AND CUSTOMER SERVICE PROCESSES. UPON REQUEST, PAPER COPIES CAN ALSO BE OBTAINED BY MAIL. The organization INFORMS ITS PATIENTS OF THE FINANCIAL ASSISTANCE POLICY VIA A NOTICE ON PATIENT BILLING STATEMENTS, INCLUDING THE PHONE NUMBER AND WEB ADDRESS WHERE MORE INFORMATION CAN BE OBTAINED. Signage displayed in the emergency room and admission area also INFORMS PATIENTS OF THE FINANCIAL ASSISTANCE POLICY. |
| Schedule H, Part VI, Line 4 Community information | Please see detailed information provided at Schedule H Part V Section B Lines 1-12 and Part VI Line 5. |
| Schedule H, Part VI, Line 5 Promotion of community health | WHEATON FRANCISCAN, INC'S GOVERNING BODY IS COMPRISED OF PERSONS REPRESENTING DIVERSE ASPECTS AND INTERESTS OF THE COMMUNITY. MANY MEMBERS OF the GOVERNING BODY RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA; WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS OR SPECIALTIES. SURPLUS FUNDS are provided TO FUND IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION, and RESEARCH through DONATIONS from supporting organizations. Please also see Part III for community activities undertaken by this organization, as well as a compilation of regional charity care information. |
| Schedule H, Part VI, Line 6 Affiliated health care system | WHEATON FRANCISCAN, INC. IS AN AFFILIATE OF Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and ASCENSION HEALTH. The hospital's aFFILIATES ARE LARGE MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT MINISTRIES INCLUDING HOSPITAL AND NON-HOSPITAL MINISTRIES (PHYSICIAN GROUP PRACTICES, HOSPITAL ORGANIZATIONS, RESEARCH, HOME HEALTH, DURABLE MEDICAL EQUIPMENT AND SENIOR FACILITIES). THESE MINISTRIES WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF SERVING AS A HEALING PRESENCE WITH SPECIAL CONCERN FOR OUR NEIGHBORS ESPECIALLY THOSE WHO ARE poor or VULNERABLE. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION AND RESEARCH. THE ORGANIZATIONS WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, STATE AND NATIONAL LEVEL. ASCENSION HEALTH ALLIANCE, D/B/A ASCENSION (ASCENSION), IS A MISSOURI NONPROFIT CORPORATION FORMED ON SEPTEMBER 13, 2011. ASCENSION IS THE SOLE CORPORATE MEMBER AND PARENT ORGANIZATION OF ASCENSION HEALTH, A CATHOLIC NATIONAL HEALTH SYSTEM CONSISTING PRIMARILY OF NONPROFIT CORPORATIONS THAT OWN AND OPERATE LOCAL HEALTHCARE FACILITIES, OR HEALTH MINISTRIES, LOCATED IN 23 OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA. ASCENSION IS SPONSORED BY ASCENSION SPONSOR, A PUBLIC JURIDIC PERSON. THE PARTICIPATING ORGANIZATIONS/ENTITIES OF ASCENSION SPONSOR ARE THE DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL, ST. LOUISE PROVINCE; THE CONGREGATION OF ST. JOSEPH; THE CONGREGATION OF THE SISTERS OF ST. JOSEPH OF CARONDELET; THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE, INC. - AMERICAN PROVINCE; AND THE SISTERS OF THE SORROWFUL MOTHER OF THE THIRD ORDER OF ST. FRANCIS OF ASSISI - US/CARIBBEAN PROVINCE. The organization PROMOTES THE HEALTH OF THE COMMUNITY BY providing healthcare services in the Southeast Wisconsin area, regardless of the person's ability to pay, because it is our mission to improve the lives of those in the communities we serve. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL SISTERS MISSION OUTREACH CORPORATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 LAVERNA RD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 352271729 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Non Cash Assistance | $35,069 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | MEDICAL SUPPLIES | NonCashAssistanceDesc |
| Purpose Of Grant | operating support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Wheaton Franciscan Healthcare maintains files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare related activities within the Southeast Wisconsin, Iowa, and Illinois markets, supporting programming that work to further diversity and cultural competency, aligning with other WFH business relationships or service lines, supporting student academic achievement or workforce development initiatives, and finally, supporting environmental "green" initiatives. Leaders periodically meet with representatives of sponsored organizations to discuss objectives including how dollars will be spent. Additionally, Wheaton Franciscan Healthcare may, at a later date, ask for documentation in order to monitor that funds were spent for their intended purpose. Currently, confirmation letters are sent to sponsored organizations when award dollars are given, that confirm the dollar amount awarded and the intended purpose, with a request that the recipient acknowledge receipt of the funds in written correspondence. Files are maintained in the Organizational Change and Leadership Performance Department to include copies of letters of request, award and denial letters, additional documentation if requested, and acknowledgement receipts from sponsored organizations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALEEM AMAN MD | ||||||||||||||
| SECRETARY/TREASURER (end 9/2016) | $0 | $485,056 | $0 | $0 | $0 | $1,322 | $0 | $20,245 | $0 | $28,962 | $0 | $535,585 | $0 | $0 |
| TRAVIS D ANDERSEN | ||||||||||||||
| CHAIR (start 9/2016) | $0 | $564,396 | $0 | $517,513 | $0 | $133,050 | $0 | $13,250 | $0 | $29,971 | $0 | $1,258,180 | $0 | $0 |
| Susan Boland | ||||||||||||||
| PRESIDENT (end 4/2017) | $0 | $475,700 | $0 | $0 | $0 | $14,542 | $0 | $48,656 | $0 | $14,064 | $0 | $552,962 | $0 | $0 |
| DEBRA STANDRIDGE | ||||||||||||||
| VICE CHAIRPERSON/PRESIDENT (end 9/2016) | $0 | $477,538 | $0 | $0 | $0 | $13,399 | $0 | $47,893 | $0 | $22,466 | $0 | $561,296 | $0 | $0 |
| Timothy Richman | ||||||||||||||
| DIRECTOR (start 9/2016) | $0 | $190,790 | $0 | $37,814 | $0 | $10,585 | $0 | $14,466 | $0 | $25,362 | $0 | $279,017 | $0 | $0 |
| MANFRED CHIANG MD | ||||||||||||||
| DIRECTOR (end 9/2016) | $0 | $604,903 | $0 | $18,750 | $0 | $2,090 | $0 | $14,404 | $0 | $32,568 | $0 | $672,715 | $0 | $0 |
| JERRY HARDACRE MD | ||||||||||||||
| DIRECTOR (end 9/2016) | $0 | $444,853 | $0 | $4,287 | $0 | $2,244 | $0 | $27,060 | $0 | $30,510 | $0 | $508,954 | $0 | $0 |
| KEVIN KLUESNER | ||||||||||||||
| DIRECTOR (start 9/2016) | $0 | $232,817 | $0 | $20,208 | $0 | $8,795 | $0 | $13,238 | $0 | $27,081 | $0 | $302,139 | $0 | $0 |
| THOMAS MAHN MD | ||||||||||||||
| DIRECTOR (end 9/2016) | $0 | $420,417 | $0 | $1,579 | $0 | $2,899 | $0 | $20,245 | $0 | $31,450 | $0 | $476,590 | $0 | $0 |
| DANIEL ROSS MD | ||||||||||||||
| DIRECTOR (start 9/2016) | $0 | $366,400 | $0 | $0 | $0 | $2,368 | $0 | $26,913 | $0 | $17,396 | $0 | $413,077 | $0 | $0 |
| Robert Stern MD | ||||||||||||||
| DIRECTOR (start 9/2016) | $315,021 | $0 | $0 | $0 | $5,574 | $0 | $23,625 | $0 | $24,806 | $0 | $369,026 | $0 | $0 | $0 |
| Bobby Wu MD | ||||||||||||||
| DIRECTOR (start 9/2016) | $0 | $212,622 | $0 | $18,750 | $0 | $984 | $0 | $12,610 | $0 | $11,814 | $0 | $256,780 | $0 | $0 |
| Rita MELZER MD | ||||||||||||||
| FORMER OFFICER (END 6/2016) | $0 | $367,204 | $0 | $201,248 | $0 | $195,370 | $0 | $0 | $0 | $22,445 | $0 | $786,267 | $0 | $0 |
| SHARON BAUGHMAN | ||||||||||||||
| CNO SR VP PATIENT SERVICES | $257,438 | $0 | $0 | $0 | $1,411 | $0 | $30,471 | $0 | $27,634 | $0 | $316,954 | $0 | $0 | $0 |
| ERIC CHRISTIANSON MD | ||||||||||||||
| VP MEDICAL AFFAIRS NORTH MARKET (end 11/2016) | $281,496 | $0 | $0 | $0 | $6,697 | $0 | $20,056 | $0 | $28,499 | $0 | $336,748 | $0 | $0 | $0 |
| LYNN GRUDZIELANEK | ||||||||||||||
| SR VP OPERATIONS NORTH MARKET (end 10/2016) | $183,239 | $0 | $0 | $0 | $42,638 | $0 | $20,344 | $0 | $8,566 | $0 | $254,787 | $0 | $0 | $0 |
| Lijian Cai | ||||||||||||||
| Pharmacy Director | $174,592 | $0 | $0 | $0 | $1,025 | $0 | $9,802 | $0 | $30,427 | $0 | $215,846 | $0 | $0 | $0 |
| Susan Jassak | ||||||||||||||
| Administrative Director Cardiac Services | $168,742 | $0 | $0 | $0 | $1,769 | $0 | $58,382 | $0 | $9,677 | $0 | $238,570 | $0 | $0 | $0 |
| Mary Jo Kohout | ||||||||||||||
| VP Patient Care Services | $169,529 | $0 | $0 | $0 | $1,028 | $0 | $19,511 | $0 | $17,534 | $0 | $207,602 | $0 | $0 | $0 |
| Kenneth Olszewski | ||||||||||||||
| Pharmacist | $167,580 | $0 | $0 | $0 | $1,190 | $0 | $38,086 | $0 | $17,333 | $0 | $224,189 | $0 | $0 | $0 |
| Bryan Tollenaar | ||||||||||||||
| Medical Physicist | $197,682 | $0 | $0 | $0 | $1,227 | $0 | $10,760 | $0 | $25,534 | $0 | $235,203 | $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 | WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC., a related organization of Wheaton Franciscan, Inc., uses the following to establish the compensation of the organization's President: - Compensation Committee - Independent Compensation Consultant - Compensation Survey or Study - Approval by the Board or Compensation Committee. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individual(s) received severance payments from the organization or a related organization: RITA MELZER, MD - $177,291 LYNN GRUDZIELANEK - $41,712 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3 Significant changes in program services | On July 8, 2016, Wheaton Franciscan, Inc. closed its facility known as Wheaton Franciscan - Midwest Spine & Orthopedic Hospital and Wisconsin Heart Hospital Campus. The services provided at that location were moved to the Elmbrook Memorial campus. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 2,833,800 including grants of $)(Revenue $ 188,205) Midwest Spine and Orthopedic Hospital / Wisconsin Heart Hospital ceased operations in July 2016 and is no longer actively seeing patients. |
| Form 990, Part V, Line 2a AND PART VII SEC B LINES 1 AND 2 | WHEATON FRANCISCAN HEALTHCARE STREAMLINED THEIR REPORTING OF IRS FORMS 1099-MISC SO THAT MOST 1099-MISC ARE NOW REPORTED USING THE FEIN NUMBER OF THE PARENT ORGANIZATION OR OF A RELATED ORGANIZATION. THE ACTUAL EXPENSE CONTINUES TO BE PAID BY, OR TRANSFERRED TO, THE INDIVIDUAL ENTITY WHICH IS NORMALLY A SUBSIDIARY OR RELATED ORGANIZATION TO THE ORGANIZATION(S) ISSUING THE 1099. FOR THIS REASON, THE READER MAY NOTICE ON SOME 990'S THAT THERE ARE TOP 5 INDEPENDENT CONTRACTORS REPORTED, BUT NO 1099S ARE REPORTED. LIKEWISE, ON THE 990'S OF THE ORGANIZATION(S) REPORTING NUMBER OF 1099'S, THERE MAY BE A DISPROPORTIONATE SHARE OF 1099'S REPORTED AS COMPARED WITH THE ACTUAL EXPENSES AND TOP 5 INDEPENDENT CONTRACTORS REPORTED. |
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, THE PROCESS PERFORMED BY WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC., A RELATED ORGANIZATION OF WHEATON FRANCISCAN, INC. INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE PRESIDENT WAS COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE COMMITTEE MINUTES. THE INDIVIDUAL WAS NOT PRESENT WHEN HIS COMPENSATION WAS DECIDED. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES | IN DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, THE PROCESS PERFORMED BY WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC., A RELATED ORGANIZATION OF WHEATON FRANCISCAN, INC., INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE OFFICERS' SALARIES WERE COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE MINUTES. INDIVIDUALS WERE NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Wheaton Franciscan, Inc. HAS A SINGLE CORPORATE MEMBER, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Wheaton Franciscan, Inc. has a single corporate member, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc., who has the ability to elect members to the governing body of Wheaton Franciscan, Inc. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | All decisions that have a material impact to Wheaton Franciscan, Inc.'s financial information or corporation as a whole are subject to approval by its sole corporate member, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | DURING THE RETURN PREPARATION PROCESS, THE TAX DEPARTMENT WORKS WITH OTHER FUNCTIONAL AREAS INCLUDING FINANCE, ACCOUNTING, TREASURY, LEGAL, HUMAN RESOURCES, AND CORPORATE COMPLIANCE FOR ADVICE, INFORMATION AND ASSISTANCE IN ORDER TO PREPARE A COMPLETE AND ACCURATE RETURN. UPON COMPLETION, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S INTERNAL TAX DEPARTMENT WHICH CONSISTS OF ATTORNEYS AND CPAS. A COMPLETE FINAL COPY OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S PRESIDENT, FINANCIAL OFFICER, AND/OR OTHER KEY OFFICERS IN LIEU OF THE FULL BOARD. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Organization will provide any documents open to public inspection upon request. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | OTHER MISCELLANEOUS REVENUE - Total Revenue: 1348463, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1348463; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | NET ASSET TRANSFERS TO/FROM ALPHA FUND - 21611980; EQUITY TRANSFERS WITH WHEATON FRANCISCAN HEALTH MEDICAL GROUP, INC. - -16224159; |
| Form 990, Part XII, Line 2b AUDITED FINANCIAL STATEMENTS | The activity of WHEATON FRANCISCAN, INC. is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of WHEATON FRANCISCAN, INC. is completed. Therefore, the attached audited financial statements are of Ascension Health Alliance and Affiliates, which include the activity of WHEATON FRANCISCAN, INC.. |
| Form 990, Part XII, Line 2c AUDIT COMMITTEE | WHEATON FRANCISCAN, INC. is included in the consolidated financial statements of Ascension Health Alliance. The Finance and Audit committee of Ascension Health Alliance's Board assumes responsibility for the consolidated organization as a whole. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (53 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 | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASCENSION HEALTH ALLIANCE | |||||||||||
| PO BOX 45998 | ST LOUIS | MO | 63145 | 453358926 | NATIONAL HEALTH | MO | 501(c)(3) | Type I | NA | false | |
| ASCENSION HEALTH | |||||||||||
| PO BOX 45998 | ST LOUIS | MO | 63145 | 311662309 | NATIONAL HEALTH | MO | 501(c)(3) | Type I | ASCENSION HEALTH ALLIANCE | false | |
| COLUMBIA ST MARY'S INC | |||||||||||
| 4425 NORTH PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | 391834639 | Parent Corporation | WI | 501(c)(3) | Type I | ASCENSION HEALTH | false | |
| MINISTRY HEALTH CARE INC | |||||||||||
| 10925 W LAKE PARK DR STE 100 | MILWAUKEE | WI | 53224 | 391490371 | PARENT CORPORATION | WI | 501(c)(3) | Type II | ASCENSION HEALTH | false | |
| Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | |||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391568865 | Parent Corporation | IL | 501(c)(3) | Type III-FI | ASCENSION HEALTH | false | |
| COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC | |||||||||||
| 4425 NORTH PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | 390806315 | HOSPITAL | WI | 501(c)(3) | 3 | COLUMBIA ST MARY'S INC | Yes (true) | |
| COLUMBIA ST MARY'S HOSPITAL OZAUKEE INC | |||||||||||
| 4425 NORTH PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | 390807063 | HOSPITAL | WI | 501(c)(3) | 3 | COLUMBIA ST MARY'S INC | Yes (true) | |
| SACRED HEART REHABILITATION INSTITUTE Inc | |||||||||||
| 4425 NORTH PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | 390902199 | Rehab Services | WI | 501(c)(3) | 3 | COLUMBIA ST MARY'S INC | Yes (true) | |
| AFFINITY HEALTH SYSTEM | |||||||||||
| 1570 MIDWAY PLACE | MENASHA | WI | 54952 | 391568866 | HEALTH SYSTEM | IL | 501(c)(3) | Type II | MINISTRY HEALTH CARE INC | Yes (true) | |
| AGAPE COMMUNITY CENTER OF MILWAUKEE INC | |||||||||||
| 6100 NORTH 42ND STREET | MILWAUKEE | WI | 53209 | 391461846 | COMMUNITY CENTER | WI | 501(c)(3) | 7 | MINISTRY HEALTH CARE INC | Yes (true) | |
| Ascension EAGLE RIVER MEMORIAL HOSPITAL INC fka Eagle River Memorial Hospit | |||||||||||
| 201 HOSPITAL ROAD | EAGLE RIVER | WI | 54521 | 390985690 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | al Inc |
| Ascension GOOD SAMARITAN Hospital Inc fka Good Samaritan Health Center of M | |||||||||||
| 601 SOUTH CENTER AVENUE | MERRILL | WI | 54452 | 390808503 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | errill WI Inc |
| ASCENSION OUR LADY OF VICTORY HOSPITAL INC fka Our Lady of Victory Hospital | |||||||||||
| 1120 PINE STREET | STANLEY | WI | 54768 | 390807065 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | Inc |
| Ascension SACRED HEART-STMARY'S HOSPITALS INC fka Sacred Heart-Saint Mary's | |||||||||||
| PO BOX 347 | STEVENS POINT | WI | 54481 | 391390638 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | Hospitals Inc |
| Ascension St Clare's Hospital Inc fka Saint Clare's Hospital of Weston Inc | |||||||||||
| 3400 MINISTRY PARKWAY | WESTON | WI | 54476 | 721531917 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| Ascension St Michael's Hospital Inc fka Saint Michael's Hospital of Stevens | |||||||||||
| 900 ILLINOIS AVENUE | STEVENS POINT | WI | 54481 | 390808443 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | Point Inc |
| HOWARD YOUNG HEALTH CARE INC | |||||||||||
| 240 MAPLE STREET | WOODRUFF | WI | 54568 | 391499115 | HOME OFFICE | WI | 501(c)(3) | Type II | MINISTRY HEALTH CARE INC | Yes (true) | |
| MERCY MEDICAL CENTER OF OSHKOSH INC | |||||||||||
| 500 S OAKWOOD ROAD | OSHKOSH | WI | 54904 | 390806268 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| MINISTRY MEDICAL GROUP INC | |||||||||||
| 824 ILLINOIS AVENUE | STEVENS POINT | WI | 54481 | 391965593 | Medical Group | WI | 501(c)(3) | Type III-FI | MINISTRY HEALTH CARE INC | Yes (true) | |
| SAINT ELIZABETH'S HOSPITAL OF WABASHA INC | |||||||||||
| 1200 GRANT BLVD WEST | WABASHA | MN | 55981 | 410693877 | HOSPITAL | MN | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| SAINT JOSEPH'S HOSPITAL OF MARSHFIELD INC | |||||||||||
| 611 SAINT JOSEPH AVENUE | MARSHFIELD | WI | 54449 | 391847631 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| ST ELIZABETH HOSPITAL INC | |||||||||||
| 1506 S ONEIDA STREET | APPLETON | WI | 54915 | 390816818 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| THE HOWARD YOUNG MEDICAL CENTER INC | |||||||||||
| 240 MAPLE STREET | WOODRUFF | WI | 54568 | 390873606 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| DOOR COUNTY MEMORIAL HOSPITAL Inc | |||||||||||
| 323 SOUTH 18TH AVENUE | STURGEON BAY | WI | 54235 | 390806324 | HOSPITAL (sold 11/2016) | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| Ascension CALUMET Hospital Inc fka Calumet Medical Center Inc | |||||||||||
| 614 MEMORIAL DRIVE | CHILTON | WI | 53014 | 390905385 | HOSPITAL | WI | 501(c)(3) | 3 | MINISTRY HEALTH CARE INC | Yes (true) | |
| Wheaton Franciscan Healthcare - All Saints Inc | |||||||||||
| 3801 SPRING STREET | RACINE | WI | 53405 | 391264986 | HOSPITAL | WI | 501(c)(3) | 3 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| Wheaton Franciscan Healthcare - Franklin Inc | |||||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53132 | 562592868 | HOSPITAL | WI | 501(c)(3) | 3 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| Wheaton Franciscan Healthcare - Pharmacy Enterprises & Franciscan Woods Inc | |||||||||||
| 19525 WEST NORTH AVENUE | BROOKFIELD | WI | 53005 | 391613624 | PHARMACY | WI | 501(c)(3) | 10 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| Wheaton Franciscan Healthcare - St Francis Inc | |||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 390907740 | HOSPITAL | WI | 501(c)(3) | 3 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| Wheaton Franciscan Laboratories Inc | |||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 391701402 | LABORATORY | WI | 501(c)(3) | 10 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| Wheaton Franciscan Medical Group Inc | |||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391791586 | Medical Group | WI | 501(c)(3) | 3 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| WHEATON FRANCISCAN HOME HEALTH & HOSPICE Inc | |||||||||||
| 3070 North 51st Street Suite 406 | MILWAUKEE | WI | 53210 | 391559428 | HOME HEALTH | WI | 501(c)(3) | 10 | Wheaton Franciscan Healthcare - Southeast Wisconsin Inc | Yes (true) | |
| CATALPA HEALTH INC | |||||||||||
| N4642 COUNTY N | APPLETON | WI | 54914 | 454681563 | Behavioral Health Services | WI | 501(c)(3) | 3 | AFFINITY HEALTH SYSTEM | Yes (true) | |
| MERCY HEALTH FOUNDATION INC | |||||||||||
| PO BOX 3370 | OSHKOSH | WI | 54903 | 237140261 | FOUNDATION | WI | 501(c)(3) | 10 | AFFINITY HEALTH SYSTEM | Yes (true) | |
| NETWORK HEALTH SYSTEM INC | |||||||||||
| 1570 APPLETON RD | MENASHA | WI | 54952 | 391127163 | CLINICAL HEALTHCARE SERVICES | WI | 501(c)(3) | 3 | AFFINITY HEALTH SYSTEM | Yes (true) | |
| ST ELIZABETH HOSPITAL FOUNDATION INC | |||||||||||
| 1506 S ONEIDA STREET | APPLETON | WI | 54915 | 391256677 | FOUNDATION | WI | 501(c)(3) | 7 | AFFINITY HEALTH SYSTEM | Yes (true) | |
| GOOD SAMARITAN HEALTH CENTER FOUNDATION OF MERRILL WISCONSIN INC | |||||||||||
| 601 SOUTH CENTER AVENUE | MERRILL | WI | 54452 | 391627755 | FOUNDATION | WI | 501(c)(3) | Type I | Ascension Good Samaritan Hospital Inc | Yes (true) | |
| MINISTRY WEIGHT MANAGEMENT INC | |||||||||||
| 2251 NORTH SHORE DRIVE | RHINELANDER | WI | 54501 | 391829015 | Specialty Health Services | WI | 501(c)(3) | 3 | Ascension SACRED HEART - STMARY'S HOSPITALS INC | Yes (true) | |
| FOUNDATION OF SAINT CLARE'S HOSPITAL OF WESTON INC | |||||||||||
| 3400 MINISTRY PARKWAY | WESTON | WI | 54476 | 753193633 | FOUNDATION | WI | 501(c)(3) | Type I | Ascension St Clare's Hospital Inc | Yes (true) | |
| SAINT MICHAEL'S FOUNDATION OF STEVENS POINT INC | |||||||||||
| 900 ILLINOIS AVENUE | STEVENS POINT | WI | 54481 | 391657410 | Foundation | WI | 501(c)(3) | Type I | Ascension St Michael's Hospital Inc | Yes (true) | |
| COLUMBIA COLLEGE OF NURSING Inc | |||||||||||
| 4425 NORTH PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | 391596986 | COLLEGE | WI | 501(c)(3) | 2 | COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC | Yes (true) | |
| DR KATE NEWCOMB CONVALESCENT CENTER INC | |||||||||||
| PO BOX 829 | WOODRUFF | WI | 54568 | 391357365 | NURSING/ASSISTED LIVING SERVICES | WI | 501(c)(3) | 10 | HOWARD YOUNG HEALTH CARE INC | Yes (true) | |
| HOWARD YOUNG FOUNDATION INC | |||||||||||
| 240 MAPLE STREET | WOODRUFF | WI | 54568 | 391521169 | FOUNDATION | WI | 501(c)(3) | 7 | HOWARD YOUNG HEALTH CARE INC | Yes (true) | |
| FOUNDATION OF SAINT JOSEPH'S HOSPITAL OF MARSHFIELD Inc | |||||||||||
| 611 SAINT JOSEPH AVENUE | MARSHFIELD | WI | 54449 | 391684957 | FOUNDATION | WI | 501(c)(3) | Type I | SAINT JOSEPH'S HOSPITAL OF MARSHFIELD INC | Yes (true) | |
| Volunteers in Partnership with Wheaton Franciscan Healthcare - All Saints I | |||||||||||
| 3807 SPRING STREET | RACINE | WI | 53405 | 930838390 | FOUNDATION | WI | 501(c)(3) | 10 | Wheaton Franciscan Healthcare - All Saints Inc | Yes (true) | nc |
| Wheaton Franciscan Healthcare - All Saints Foundation Inc | |||||||||||
| 3805B SPRING STREET | RACINE | WI | 53405 | 391570877 | FOUNDATION | WI | 501(c)(3) | 7 | Wheaton Franciscan Healthcare - All Saints Inc | Yes (true) | |
| Wheaton Franciscan Healthcare - Circle of Life Foundation Inc | |||||||||||
| 4300 WEST BROWN DEER RD STE 2 | BROWN DEER | WI | 53223 | 562426294 | FOUNDATION | WI | 501(c)(3) | Type I | Wheaton Franciscan Healthcare - Pharmacy Enterprises & Franciscan Woods Inc | Yes (true) | |
| Wheaton Franciscan Healthcare - Foundation for St Francis and Franklin Inc | |||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 320135258 | FOUNDATION | WI | 501(c)(3) | Type I | Wheaton Franciscan Healthcare - St Francis Inc | Yes (true) | |
| METRO PHYSICIANS INC | |||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 943436893 | Medical Group | WI | 501(c)(3) | 3 | Wheaton Franciscan Medical Group | Yes (true) | |
| Wheaton Franciscan - ELMBROOK MEMORIAL FOUNDATION Inc | |||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 392028808 | FOUNDATION | WI | 501(c)(3) | Type I | Wheaton Franciscan Inc | Yes (true) | |
| Wheaton Franciscan - St Joseph Foundation Inc | |||||||||||
| 5000 WEST CHAMBERS STREET | MILWAUKEE | WI | 53210 | 391636804 | FOUNDATION | WI | 501(c)(3) | Type I | Wheaton Franciscan Inc | Yes (true) | |
| Wheaton Franciscan Healthcare - ELMBROOK MEMORIAL AUXILIARY | |||||||||||
| 19333 WEST NORTH AVENUE | BROOKFIELD | WI | 53045 | 396068950 | AUXILIARY | WI | 501(c)(3) | Type III-FI | Wheaton Franciscan Inc | Yes (true) | |
| HORIZON HOME CARE & HOSPICE INC | |||||||||||
| 8949 N DEERBROOK TRL | BROWN DEER | WI | 53223 | 391171298 | HOME CARE / HOSPICE | WI | 501(c)(3) | 3 | NA | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWINMED LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 W College Ave Suite 3B | AddressLine1Txt |
| City | Appleton | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391180341 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Prospect Medical Commons Condominium Association Inc | |||||||||
| 4425 N PORT WASHINGTON RD | GLENDALE | WI | 53212 | 208042108 | CONDO ASSOCIATION | WI | NA | C Corporation | Yes (true) |
| Franklin Medical Office Building Condominium Association Inc | |||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 341983857 | CONDO ASSOCIATION | WI | NA | C Corporation | Yes (true) |
| Wheaton Franciscan Holdings Inc | |||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391836357 | HOLDING CO | WI | NA | C Corporation | Yes (true) |
| Wheaton Franciscan Provider Network Inc | |||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391952140 | PROVIDER CONTRACT | WI | NA | C Corporation | Yes (true) |
| Madison Medical Affiliates Inc | |||||||||
| 4425 N PORT WASHINGTON RD | GLENDALE | WI | 53212 | 391855720 | HEALTHCARE | WI | NA | C Corporation | Yes (true) |
| Wheaton Way Condominium Owners Association Inc | |||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53123 | 300659830 | CONDO ASSOCIATION | WI | NA | C Corporation | Yes (true) |
| Wheaton Franciscan Enterprises Inc | |||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391985204 | HOLDING CO | WI | NA | C Corporation | Yes (true) |
| Wheaton Franciscan Medical Group - Sussex Inc | |||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391361100 | HEALTHCARE | WI | NA | 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 | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Wheaton Franciscan Laboratories Inc | ||
| P | $2,147,177 | Cost |
| Wheaton Franciscan - St Joseph Foundation Inc | ||
| C | $158,905 | FMV |
Comments