2017-05-13T10:08:47-05:00 2016-06-30 990 2015-07-01 363262111 Wheaton Franciscan Services Inc % LISA FLANIGAN WHEA 6309096600 26 W171 Roosevelt Rd Wheaton IL 60187 JOHN OLIVERIO PRESIDENT AND CEO 6309096600 2017-05-15 2015 2021-01-29 14:40:06Z JOHN OLIVERIO 26 W171 Roosevelt Rd Wheaton IL 60187 759478468 false 0928 X N/A X 1983 IL WFSI is the parent organization that provides oversight and support to its system of related healthcare orginizations and housing ministries operating in four states. 10 9 820 9 0 0 33421 30316 271177428 201440375 9203495 5079883 21827404 15085242 302241748 221635816 209562 340521 0 0 176896331 128347369 0 0 0 117611071 100816811 294716964 229504701 7524784 -7868885 1192021587 149304861 1343944351 113360904 -151922764 35943957 X As a member of Wheaton Franciscan Healthcare, our affiliates strive to live out the healing ministry of Jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the healthcare employer of choice, and the preferred partner of physicians. false false 178782482 340521 216525617 WHEATON FRANCISCAN SERVICES, INC. (WFSI) is a Catholic, not-for-profit health care and housing organization serving at sites in Wisconsin, Iowa, Illinois, and Colorado. The System includes 14 hospital sites, three transitional and extended-care facilities, two home health agencies, more than 2,500 physicians, more than 70 clinic sites with 511 employed physicians, and 2,620 units of assisted living and other housing, and the corporate services offices in Wheaton, Illinois, and Glendale, Wisconsin. Started more than 130 years ago and formally incorporated in 1983, WFSI is committed to living out the Mission and Values of its Sponsors, the Wheaton Franciscan Sisters, by providing excellent and compassionate health care and housing services to all, regardless of their ability to pay. WFSI was incorporated in 1983 to preserve and strengthen Judeo-Christian values, provide a framework for lay expertise and involvement, respond to an increasingly complex environment, ensure continuity of Franciscan sponsorship, and assure viability and excellence throughout the organization. As a not-for-profit organization, WFSI reinvests all net income into the communities it serves. Its multiple entities are dedicated to delivering quality health care to patients and residents through highly-trained staff, advanced technology, and superior and compassionate service; caring for each persons body, mind, and spirit with respect and dignity; working to improve the health of the communities; and ensuring health care access for everyone. WFSI is organized into market-based regional holding companies organized in the Southeast, Wisconsin region, as well as other regional holding companies conducting services in Illinois, Iowa, and Colorado. The Systems housing and spiritual development services are organized under the holding company name of Franciscan Ministries, Inc. Since 2006, the doing business as name for WFSIs health care ministry has been Wheaton Franciscan Healthcare (WFH). CORPORATE STRUCTURE: Parent Company: Wheaton Franciscan Services, Inc. DBA Wheaton Franciscan Healthcare Health care ministry: Wheaton Franciscan Healthcare Housing ministry: Franciscan Ministries, Inc. Health Care Mission: Wheaton Franciscan Healthcare is committed to living out the healing ministry of Jesus by providing exceptional and compassionate health care service that promotes the dignity and well being of the people we serve. Health Care Vision: Our health ministries will be recognized in each community we serve for superior and compassionate patient service, clinical excellence, as the health care employer of choice, and the preferred partner of physicians. Housing Mission: Franciscan Ministries is committed to providing quality and affordable housing in a compassionate environment that promotes wholeness of life within ourselves and the communities we serve. Housing Vision: Our housing ministries will be recognized for excellence in property management and a well-integrated network of support services that provide hope, growth, and opportunity. Values: Our common Values, which flow from our Mission and Catholic tradition, must have meaning for every one of us. Through them we put the healing ministry of Jesus into practice throughout the Wheaton Franciscan System. Respect: We value each person as sacred, created in the image and likeness of God, which gives worth and meaning to each persons life. Integrity: We value honesty and words and actions that build trust. Development: We value personal and professional growth that combines the physical, emotional, spiritual and relational aspects of life and work. Excellence: We value superior performance in our work and service. Stewardship: We value our responsibility to use human, financial, and natural resources entrusted to us for the common good, with special concern for those who are poor. WHEATON FRANCISCAN HEALTHCARE Wheaton Franciscan Services, Inc.s health care division, doing business as Wheaton Franciscan Healthcare (WFH), consists of facilities in Illinois, Iowa, and Wisconsin. Iowa Wheaton Franciscan Healthcare Iowa Covenant Medical Center Covenant Clinic Covenant Home Health Mercy Hospital of Franciscan Sisters Sartori Memorial Hospital Covenant Foundation Sartori Health Care Foundation N.E. Iowa Real Estate Investments, LTD Schoitz Health Resources Schoitz Medical Group Illinois Marianjoy, Inc. Marianjoy Rehabilitation Hospital and Clinics Marianjoy Medical Group Marianjoy Foundation Marianjoy Auxiliary OSF Services Canticle Ministries Upendo Village Wisconsin Wheaton Franciscan, Inc. (Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses) All Saints Hospital (Spring Street and Wisconsin Ave Campuses) St. Francis Hospital Franklin Hospital Franciscan Woods The Terrace at St. Francis Lakeshore Manor Wheaton Franciscan Home Health Wheaton Franciscan Hospice Wheaton Franciscan Laboratories Wheaton Franciscan Medical Group All Saints Foundation Volunteers in Partnership with Wheaton Franciscan Healthcare-All Saints St. Joseph Foundation Elmbrook Memorial Foundation Elmbrook Memorial Auxiliary Circle of Life Foundation The Foundation for St. Francis and Franklin AFFILIATIONS INCLUDE: Midwest Orthopedic Specialty Hospital Franklin, WI United Hospital System - Kenosha, Wisconsin St. Catherines Medical Center and Kenosha Medical Center Campuses 178782482 true true false true false false false false false false false false false true false false false false true true false false false false false false true false true false false false false false false true false false false false false false true true true false false true X 729 0 true 820 true false true CJ false false false false false false false false X 10 9 false false true false true true true true true false false true true true true true true true true false X LISA FLANIGAN 6309096600 26 W171 ROOSEVELT RD WHEATON IL 60187 X Dennis Clark Director 1.0 1.0 X 573 0 0 Alice Drewek Director 1.0 1.0 X 351 0 0 Sr Mary Beth Glueckstein Vice Chair - Director 1.0 1.0 X X 573 0 0 Carolyn Hodge-West Director 1.0 1.0 X 573 0 0 Camille Hogan Director 1.0 1.0 X 573 0 0 Michael Murry Chair - Director 1.0 1.0 X X 573 0 0 John Oliverio Secretary / Treasurer - Direct 40.0 1.0 X X 3733710 0 180697 Stephen Roell Director 1.0 1.0 X 573 0 0 Michael Skwierawski Director 1.0 1.0 X 573 0 0 James Small Director 1.0 1.0 X 573 0 0 Michael Lepore Sr VP and Chief Administrative 40.0 1.0 X 807740 0 68024 Gregory Smith Sr VP and Chief Info Officer 40.0 1.0 X 861483 0 153644 Jonathan Sohn Sr VP and Chief Financial Offi 40.0 1.0 X 817514 0 107541 Brenda Bowers Sr VP Org Change & Leader Dev 40.0 1.0 X 472944 0 60881 Coreen Dicus-Johnson Sr VP Physician and Revenue Op 40.0 1.0 X 679754 0 82352 Wayne Frangesch Sr VP Human Resources 40.0 1.0 X 514519 0 73608 James Gresham Sr VP Continuing Care Services 40.0 1.0 X 352659 0 125165 Rita Hanson-Melzer MD System Chief Medical Officer 1.0 40.0 X 0 679313 89637 Sarah Herzog Sr VP General Counsel 40.0 1.0 X 543221 0 71802 Therese Rocole Sr VP Mission Services 40.0 1.0 X 307223 0 61821 Julie Swiderski Senior VP Strategic Iniatives 40.0 1.0 X 391485 0 70306 Susan Boland President-South Market 40.0 1.0 X 655311 0 78551 Jack Dusenbery CEO WFH-IA 40.0 1.0 X 637518 0 90879 Michele Panicucci SVP / CFO WFH-IA 40.0 1.0 X 401585 0 110060 Debra Standridge President-North Market 40.0 1.0 X 729651 0 92815 Kathleen Yosko President/CEO-Marianjoy 40.0 1.0 X 595631 0 76297 12506883 679313 1594080 139 false true false MCKESSON Information Solutions PO BOX 98347 CHICAGO IL 60693 CONSULTING 2336299 PRESS Ganey Associates Inc PO Box 88335 MILWAUKEE WI 53288 Service & EE Survey 2053231 Teksystems PO Box 198568 ATLANTA GA 303848568 Outside Service 1665157 Technical Youth dba Brooksource PO Box 55767 INDIANAPOLIS IN 46205 Temp Service 1290639 MERCER Human Resource Consult PO Box 730212 DALLAS TX 753730212 HR Consultin 1201157 46 30316 30316 SUPPORT SERVICES REVENUE 561000 199236214 199236214 GPO PATRONAGE DIV 900099 2204161 2204161 201440375 3107335 3107335 405182 405182 0 0 0 0 539410018 537691224 151428 1718794 -151428 1567366 1567366 0 0 0 INT INTERCO LOANS 900099 13704749 13704749 INVESTMENT IN AFFILIATE 900099 450634 450634 ALL OTHER REVENUE 900099 929859 929859 15085242 221635816 216525617 0 5079883 X 340521 340521 0 0 0 10538093 10538093 177241 177241 30535720 26260719 4275001 18240684 15686988 2553696 66146121 56885664 9260457 2709510 2330179 379331 4333422 4333422 1088508 1088508 1293153 1293153 71541 71541 0 472380 472380 4076550 4076550 0 6396729 6396729 5059 5059 0 2094724 2094724 352420 352420 0 460261 460261 16350937 16350937 0 14732007 14732007 5769789 5769789 MAINTENANCE CONTRACTS 19398243 19398243 MINOR EQUIPMENT 4199761 4199761 OTHER PURCHASED SERVICES 14554344 14554344 MEMBERSHIP FEES & DUES 2776102 2776102 2390881 2390881 229504701 178782482 50722219 0 X 117 112519 54771002 50277595 0 0 324705 77850 0 0 0 0 421310477 14294407 49329 0 16965434 202073 89842711 581598162 82580169 7787500 0 0 0 0 0 19372150 1760248 1192021587 149304861 83926520 66311742 0 0 3927185 0 690390000 0 0 0 0 0 0 0 0 0 565700646 47049162 1343944351 113360904 X -151951754 35943957 28990 0 0 0 -151922764 35943957 1192021587 149304861 X -7868885 -19739564 215475170 X X false false false X X 39 WFH - ALL SAINTS INC 391264986 3 false 44745339 0 WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC 391559428 3 false 964482 0 WHEATON FRANCISCAN MEDICAL GROUP INC 391791586 3 false 11739626 0 WHEATON FRANCISCAN LABORATORIES INC 391701402 9 false 0 0 WFH PHARMACY ENT & FRAN WOODS INC 391613624 9 false 2492927 0 WFH - ST FRANCIS INC 390907740 3 false 19248121 0 WHEATON FRANCISCAN INC 390816857 3 false 46581504 0 WFH - TERRACE AT ST FRANCIS INC 391486775 9 false 0 0 WFH - FRANKLIN INC 562592868 3 false 6758931 0 MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC 362680776 3 false 7583952 0 REHABILITATION MEDICINE CLINIC INC 363236791 3 false 1133234 0 CANTICLE MINISTRIES INC 364091836 7 false 0 0 SET MINISTRIES INC 391618277 9 false 0 0 ST CATHERINES HOSPITAL INC 390855075 3 false 0 0 UPENDO VILLAGE NFP 331007368 9 false 0 0 COVENANT MEDICAL CENTER INC 421264647 3 false 31591544 0 MERCY HOSPITAL OF FRANCISCAN SISTERS INC 421178403 3 false 1732448 0 SARTORI MEMORIAL HOSPITAL INC 420758901 3 false 5464140 0 ASSISI HOMES-BATAVIA APARTMENTS INC 363914084 9 false 0 0 ASSISI HOMES-COLONY PARK INC 364039278 9 false 0 0 ASSISI HOMES-CONSTITUTION HOUSE INC 364049150 9 false 0 0 ASSISI HOMES-JEFFERSON COURT INC 391771526 9 false 0 0 ASSISI HOMES-KENOSHA INC 391814815 9 false 0 0 ASSISI HOMES-SAXONY INC 391790498 9 false 0 0 ASSISI HOMES OF GURNEE INC 363942336 9 false 0 0 ASSISI HOMES OF ILLINOIS INC 363803443 9 false 0 0 ASSISI HOMES OF NEENAH INC 363767250 9 false 0 0 CANTICLE PLACE INC 363957850 9 false 0 0 CATHERINE MARIAN HOUSING INC 391657098 9 false 0 0 CLARE GARDENS 237200039 9 false 0 0 CLARE OF ASSISI HOMES-WESTMINSTER INC 742740978 9 false 0 0 DAYSPRING VILLA INC 363933908 9 false 0 0 FRANCIS HEIGHTS INC 840626174 9 false 0 0 MARIAN HOUSING CENTER INC 391515867 9 false 0 0 MARIAN PARK 362750105 9 false 0 0 RIDGEWAY PLACE INC 421416064 9 false 0 0 VILLA MARIA INC 841347868 9 false 0 0 VILLA ST CLARE INC 391769395 9 false 0 0 ASSISI HOMES-LASALLE MANOR INC 800623447 9 false 0 0 39 180036248 false false false false true true false false false false false false false false false true true true X true true Schedule A Supplemental Info Part IV Section A Line 1: Our supported organizations are not normally listed by name in the governing documents. Wheaton Franciscan Services, Inc. is a Tier I parent organization, and due to long-standing historical relationships as well as relationships that are officially delineated in our organizational charts, supported all organizations at the Tier II and Tier III level that are not themselves supporting organizations. This support was extended only through March 1, 2016, when various transfers were done to transfer these supported organizations to new parent supporting organizations. Wheaton Franciscan Services, Inc. provided this support by way of corporate oversight and related administrative and program services such as Investment and Treasury Services among many others, which result in monetary equity transfers and intercompany journal entries that provided support. Part IV Section A Line 5a The Wheaton Franciscan Sisters engaged in a process of discernment regarding the future of their ministries in light of the changing health care and housing environment and their ability to continue oversight of the System. They explored a number of options during this process and made the decision that the ministries would be best served in the long term under new sponsorship. Ultimately, they determined that to position the ministries for ongoing success, they would seek out the optimal organization for each region and division during the first half of calendar year 2016. As a result, several organizations ceased to be supported organizations during the current reporting period. All organizations listed on Sch A Part VI ceased to be supported organizations as indicated below: Wheaton's Southeast Wisconsin Region was transferred to Ascension on March 1, 2016. Marianjoy Rehabilitation Hospital was sold to Northwestern Medicine on March 1, 2016. Wheaton's Iowa Region was transfered to Mercy Health Network on May 1, 2016. In addition, management of the Franciscan Ministries Inc properties transferred to Mercy Housing by June 30, 2016. The Properties themselves transfer upon approval by HUD. Part IV Section A Line 6: Through March 1, 2016 Wheaton Franciscan Services, Inc. was a Tier I parent supporting organization that was part of a controlled group of healthcare provider organizations. As such, a common occurrence was to have intercompany journal entries resulting in support being provided to other supporting organizations within the group (that may themselves have provided additional support to one or more of the same supported organization). Note that effective March 1, 2016, a system reorganization was done that transferred substantially all of the organizations that were part of Wheaton Franciscan Healthcare to new system parent supporting organizations that are not considered to be related to Wheaton Franciscan Services, Inc after that date. Wheaton Franciscan Services, Inc. was transferred to the Wheaton Franciscan Sisters Corporation and will no longer be considered a supporting organization for future reporting periods. Part IV Section D Line 1: By the last day of the 5th month (Nov 30th) following the close of the tax year (June 30th) a formal letter is drafted by the Tax Compliance Department, which provides the details of all support provided to each supported organization by each supporting organization for the most recently completed fiscal year. This letter is provided to all system Senior Vice Presidents as the means in meeting these notification requirements. Final support amounts are calculated as part of 990 preparation, and full copies of all 990's are provided via a board portal to all supported organizations. Any changes to bylaws, articles, or other governing documents are also provided with the filing of the 990, if required, and all information is available earlier upon request. Part IV Section D Line 3: Under the direction of the parent organization Wheaton Franciscan Services, Inc., the common boards of certain supported organizations along with their investment committees, investment managers, and other committees overseeing various functions, have input on all investment policies and decisions as they relate to the group of controlled healthcare organizations making up Wheaton Franciscan Healthcare which existed through March 1, 2016. Due to the number of supported organizations that existed up through this date, and the sheer size of the system, not all supported organizations participated in these decisions. A substantial reorganization occurred on March 1, 2016 and going forward these relationships will change. Part IV Section E Lines 3a-3b: Wheaton Franciscan Services, Inc. and its supported organizations had several members of its governing bodies that served on common boards through March 1, 2016. These members held reserved powers that included, but were not limited to, the election of members of the governing body, election of officers, approval of certain financial expenditures in accordance with policies, and approval of budgets and strategic plans. These approvals were based on recommendations from the governing body up through March 1, 2016, when a substantial reorganization occurred. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 71541 false false true 0 71541 false Lobbying Footnote Schedule C Part II-B Line 1i: Wheaton Franciscan Healthcare was part of a controlled group of healthcare organizations through late in the fiscal year, when most of the entities were transferred to new parent organizations. These entities were related through these respective dates, through a common parent organization, Wheaton Franciscan Services, Inc.. Certain entities within this controlled group engaged in limited lobbying activities that benefited each organization collectively. For calendar year 2015, Wheaton Franciscan Healthcare employed two individuals whose responsibilities included oversight and management of lobbying activities for these organizations the Senior Vice President of Strategic Initiatives and the Director of Government Relations and Advocacy . The Senior Vice President provided strategic oversight for the department and participated in visits with key elected officials when appropriate. The Director provides on-the-ground support, served as the first point of contact for elected officials, and executed on legislative lobbying activities that supported the strategic interests of the organization. These lobbying activities approximated 50% of total annual salary for the Director and no more than 20% for the Senior Vice President. A benefits factor of 25% was added, and the total was allocated amongst the organizations that received the benefit of these services. The lobbying activities included advocacy efforts related to public policy proposals such as: changes to Medicare and Medicaid funding; federal or state legislation that may impact the organization; participating in and coordinating visits with elected officials at all levels of government (local, state and federal); mobilizing grassroots efforts on behalf of the organization on issues of interest; coordinating advocacy activities in conjunction with relevant trade associations; and providing internal awareness on specific state related legislative issues when the need arises. The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been identified, and added or estimated as appropriate. Wheaton Franciscan Services, Inc. #36-3262111 $71,541 0 DEFERRED COMPENSATION 46179797 DUE TO/FROM RELATED ORGS 869365 47049162 true Central America and the Caribbean 1 2 Program Services Financial 3528579 1 2 1 2 3528579 3528579 true false true false false false Supplemental Info (1) Contribution of capital $3,528,579 true HOSPITAL SISTERS MISSION OUTREACH PO BOX 1665 SPRINGIELD IL 62705 352271729 501(C)(3) 30316 FMV Contribution City of Brookfield 2000 N Calhoun Road Brookfield WI 53005 396020813 501(c)(3) 16000 FMV Sponsorship Wheaton Franciscan Sisters Foundation Inc PO Box 667 Wheaton IL 60187 391471463 501(c)(3) 280950 FMV Contribution 3 0 Schedule I Part I Line 2 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. X X X X X true true X X X X false true false false false false false false false Susan Boland President-South Market 444213 0 198000 0 13098 0 63318 0 15233 0 733862 0 0 0 Brenda Bowers Sr VP Org Change & Leader Dev 306197 0 150800 0 15947 0 43588 0 17293 0 533825 0 0 0 Coreen Dicus-Johnson Sr VP Physician and Revenue Op 424715 0 242900 0 12139 0 54985 0 27367 0 762106 0 0 0 Jack Dusenbery CEO WFH-IA 424892 0 202200 0 10426 0 61509 0 29370 0 728397 0 0 0 Wayne Frangesch Sr VP Human Resources 335897 0 169400 0 9222 0 48004 0 25604 0 588127 0 0 0 James Gresham Sr VP Continuing Care Services 242120 0 89500 0 21039 0 121300 0 3865 0 477824 0 0 0 Rita Hanson-Melzer MD System Chief Medical Officer 0 447175 0 219500 0 12638 0 63129 0 26508 0 768950 0 0 Sarah Herzog Sr VP General Counsel 341539 0 189300 0 12382 0 43560 0 28242 0 615023 0 0 0 Michael Lepore Sr VP and Chief Administrative 468151 0 310000 0 29589 0 48356 0 19668 0 875764 0 0 0 John Oliverio Secretary / Treasurer - Direct 1016542 0 1204600 0 1512568 0 113538 0 67159 0 3914407 0 0 0 Michele Panicucci SVP / CFO WFH-IA 274126 0 113500 0 13959 0 90680 0 19380 0 511645 0 0 0 Therese Rocole Sr VP Mission Services 205094 0 91400 0 10729 0 55152 0 6669 0 369044 0 0 0 Gregory Smith Sr VP and Chief Info Officer 348462 0 185000 0 328021 0 121485 0 32159 0 1015127 0 0 0 Jonathan Sohn Sr VP and Chief Financial Offi 481735 0 318300 0 17479 0 76964 0 30577 0 925055 0 0 0 Debra Standridge President-North Market 476398 0 236500 0 16753 0 69344 0 23471 0 822466 0 0 0 Julie Swiderski Senior VP Strategic Iniatives 234809 0 140900 0 15776 0 36004 0 34302 0 461791 0 0 0 Kathleen Yosko President/CEO-Marianjoy 359651 0 223700 0 12280 0 58862 0 17435 0 671928 0 0 0 Schedule J Footnotes Schedule J Part I Line 1a: During Calendar year 2015, certain officers and/or directors of Wheaton Franciscan Healthcare affiliates were provided an Executive Flexible Spending Account in the amount of $5,000 annually. The account provides access to funds for expenses incurred for business-related spousal travel, financial counseling, tax preparation, estate planning, club membership fees, holistic health and wellness, and/or unreimbursed medical or dental expenses. The individual is requied to substantiate each item reimbursed, and the amount used each year is fully taxable. John Oliverio was also provided housing during the current reporting period in the Milwaukee, Wisconsin area because as our top Executive Official, he is required to be available at both the Wisconsin and Illinois corporate locations. This housing is paid for by Wheaton Franciscan Healthcare as a nontaxable benefit, and due to the nature of housing, may contain personal usage. This housing amount is included as an element of the total compensation reported for Mr. Oliverio on Schedule J. Schedule J Part I Line 4b: Wheaton Franciscan Services, Inc., established the Wheaton Franciscan Services, Inc. Non-Qualified Benefit Restoration Plan to provide selected employees with certain benefits which they are unable to receive under the qualified plan because of limitations on such qualified plans under Sections 401(a)(17) and 415(b) of the Internal Revenue Code. This Plan is intended to satisfy the short-term deferral exception under Code Section 409(a). Accordingly, the Participants Plan accruals are calculated as of the last day of each Plan Year and paid as a taxable distribution to the Participant in that Plan Year. At this time, there are two long-term senior officials who are eligible for benefits under the plan, John Oliverio, Chief Executive Officer, and Greg Smith, Chief Information Officer. Under this plan, John Oliverio received a 2015 taxable payout of $1,487,537 and Greg Smith received a 2015 taxable payout of $312,437. Charity Washington Daughter Bowers Family Member 49666 Employment false Supplemental Information to Form 990 Part IV Lines 12a-12b and Part XII Lines 2a-2c: Beginning March 1, 2016 a system reorganization took place, and organizations that were formerly managed and governed by Wheaton Franciscan Services, Inc. were transferred to other parent organizations that were outside the Wheaton Franciscan Healthcare System. As a result, a system or stand-alone review or audit was not completed for Fiscal 2016. Part V Line 1a and Part VII Section B Line 1-2: 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 990s that there are top 5 independent contractors reported, but no 1099s are reported. Likewise on the 990s of the organization(s) reporting number of 1099s, there may be a disproportionate share of 1099s reported as compared with the actual expenses and top 5 independent contractors reported. Part VI Section A Line 4: The organizations Bylaws were amended in May 2016 from two (2) classes of members to solely the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters. Part VI Section A Lines 6-8b: WFSI had two members, the Class I Members and the Sponsor Member Board. Effective April 2016 this changed to one member, the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters, which holds several reserved powers over WFSI. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, and amendments to governing documents; these approvals are based on recommendations from the governing body. Part VI, Section B, Line 11a and 11b: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 used a multiple-level review process on all IRS Forms 990 to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Departments in each region prepare Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by a Senior-Level (or higher) associate in the Finance Department, who focuses on income statement and balance sheet items, and schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Finance, the return is provided to the Tax Department, where the Tax Manager concentrates primarily on consistency of reporting between all returns, accuracy of tax related information, and narrative explanation of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule H or Schedule J may be reviewed by committees, such as the Community Benefit Team or the Compensation Committee in selected years. The board has also asked for formal presentations on various 990 topics over the years. This decision will vary from year to year, again based on many factors. Once all levels of review have been completed, the Tax Manager (or the designated employee in the applicable region) will schedule an appointment with the signer of the 990. This is normally a Senior Vice President or CFO of the applicable region, who will perform an additional, normally high level review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors, who at a later date but prior to efiling, are provided access to all 990s throughout their assigned region via an online portal. Additionally, as a courtesy, any individual who is listed on any 990 as a reportable individual will also receive access to the portal, where they can view the 990 if they so choose, prior to it being filed with the IRS. Part VI Section B Line 12a-c: The organization has a Conflict of Interest policy which states that if at any time, an officer or a director become aware that the board may discuss or act upon any transaction or arrangement which may have any bearing of any kind upon, or may relate in any manner to, a financial interest of the individual, the financial interest must be disclosed. All associates of the organization must disclose a potential conflict of interest any time one arises. The disclosures are reviewed and a determination is made as to whether a conflict of interest exists and how it might be managed. Additionally, as part of an annual process, conflict of interest questionnaires are sent out to all Officers, Directors, and other individuals in key positions using software designed to capture this information. The responses are analyzed in order to determine information on potential conflicts, as well as information on business and family relationships and other disclosures required to be made on IRS Forms 990. Responses to these questions are reviewed by the Vice President of Compliance and the Manager of Tax Compliance, and follow up action, if any, is documented within the software. Non-responders are reminded of their outstanding disclosure requirement automatically through the software system. Responses to questions continue to be reviewed and documented throughout this time period. Approximately 1 month prior to the filing deadline of IRS Form 990, responses to date are compiled. Any response requiring disclosure is entered into the information return. The remaining non responder names are determined, and a letter, along with the actual Conflict of Interest Policy, is sent to the Chairperson of each board. The letter lists current non responders, as well as any Officer or Board member that has disclosed a financial interest that might pose a potential conflict of interest. Depending upon the nature of the financial interest and work done by the board, several actions may be considered first, the board member with a financial interest would need to voluntarily excuse him or herself from the deliberations and/or voting on such a matter. If not, the board may, if necessary, determine that the subjects financial interest was an actual conflict of interest, in which case the board member would be informed by the board Chairperson that he or she would not be allowed to vote in any such matters due to this real or perceived conflict of interest. Minutes of the board meeting would document this decision process, and reflect whatever action(s) are ultimately taken. Part VI Section B Line 15a: The compensation of the CEO, Executive Director, or Other top official paid by the filing organization is reviewed and approved on an annual basis by the Executive Committee of the Wheaton Franciscan Services Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The boards decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board. Part VI Section B Line 15a: The compensation of the CEO, Executive Director, or Other top official paid by the filing organization is reviewed and approved on an annual basis by the Executive Committee of the Wheaton Franciscan Services Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The boards decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board. Supplemental Information to Form 990 Continued Part VI Section B Lines 15b: For calendar year 2015, the filing organization has paid individuals who served as either Officers or Key Employees during the reporting period. These individuals have the following compensation structure: The compensation for the organizations officers and key employees paid by the filing organization is reviewed and approved on an annual basis, as part of the WFSI Executive Compensation Plan, by the Executive Committee of the Wheaton Franciscan Services, Inc. Board of Directors the Executive Committee of the WFSI Board, an independent board, acting in a manner consistent with its conflicts of interest policy. The WFSI Boards decision is informed by an opinion on market comparable compensation data provided to the WFSI Board by an independent compensation expert. The WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. Part VI Section C Line 19: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 provided upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. During fiscal 2016, all ministries were transferred to new parent organizations and all organizations are currently working on policy review and implementation in order to adopt and streamline existing policies to those of the new parent. Part VII Column B: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 operated as a controlled group of related healthcare organizations. As such, many employees who are at the Director level or above, or who are Officers and/or Directors of organizations where Wheaton has common boards and other overlaps in committee representations, spend significant time devoted to tasks not only for the filing organization, but also for related organizations. While there is no official time study tracking that is done, it is estimated that for each employee, tasks devoted to related organizations could approximate up to 80% or more of total hours. Part IX Lines 8-9: Certain employee benefits for affiliated organizations were centrally managed by Wheaton Franciscan Services, Inc. through March 1, 2016 and are reflected on Lines 8 and 9. The salary expense for these associates is reflected on the IRS Form 990 of the affiliated organization. Part XI Line 9 Reverse PL/GL Premiums Paid ($ 3,528,579) Deduction for PL/GL Claims Paid 1,170,000 WFIC Return of Capital-Prior Year 5,140,965 Transition Adjustment 248,159,407 Change in Equity Transfer-WFIC (10,466,623) Equity Transfer upon transition (45,553,824) Loan write-off Marianjoy 20,553,824 Total $215,475,170 Disclosure Statement Related to Forms 5471: Under the constructive ownership rules of Internal Revenue Code Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of US persons with respect to certain foreign corporations, as a category 4 and/or 5 filer with respect to Wheaton Franciscan Insurance Company, FEIN #98-0691609. These filing requirements are or will be satisfied through the filing of Forms 5471 with respect to the foreign corporation on the taxpayers behalf by the US taxpayers identified below who have the same filing requirement. Taxpayer name: Wheaton Franciscan Services, Inc. Address: 26 w171 Roosevelt Road, Wheaton IL 60187 FEIN number of US Tax return with which form 5471 was filed: 36-3262111 IRS Service Center where US Tax return was or will be filed: e-filed IRS Service Center where US Tax return was or will be filed: e-filed WFH - Southeast Wisconsin Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391568865 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true WFH - All Saints Inc (2) 3801 SPRING STREET RACINE WI 53405 391264986 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH - All Saints Foundation Inc (2) 3805B SPRING STREET RACINE WI 53405 391570877 FOUNDATION WI 501(c)(3) 11 - I (7) WFH-AS INC false Vlntrs in Pnrshp w WFH-All Saints (2) 3807 SPRING STREET RACINE WI 53405 930838390 FOUNDATION WI 501(c)(3) 11 - III-NF WFH-AS INC false WFH - Circle of Life Foundation (2) 4300 WEST BROWN DEER RD STE 250 BROWN DEER WI 53223 562426294 FOUNDATION WI 501(c)(3) 11 - I WFH-PE false WF Home Health & Hospice Inc (2) 3070 NORTH 51ST STREET STE 406 MILWAUKEE WI 53210 391559428 HOME HLTH WI 501(c)(3) 3 WFH-SE WI false WF Medical Group Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391791586 MED GROUP WI 501(c)(3) 3 WFH-SE WI false WF - Elmbrook Memorial Fndn Inc (2) 19333 WEST NORTH AVENUE BROOKFIELD WI 53045 392028808 FOUNDATION WI 501(c)(3) 11 - I WF INC false WF Laboratories Inc (2) 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 391701402 LABORATORY WI 501(c)(3) 9 WFH-SE WI false WFH - Pharmacy Ent & Fran Woods (2) 19525 WEST NORTH AVENUE BROOKFIELD WI 53005 391613624 PHARMACY WI 501(c)(3) 9 WFH-SE WI false WFH - St Francis Inc (2) 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 390907740 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WF - St Joseph Foundation Inc (2) 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 391636804 FOUNDATION WI 501(c)(3) 11 - I WF INC false Wheaton Franciscan Inc (2) 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 390816857 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH - Fndn for St Francis & Franklin (2) 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 320135258 FOUNDATION WI 501(c)(3) 11 - I WFH-SFH false WFH - Elmbrook Memorial Auxiliary (2) 19333 WEST NORTH AVENUE BROOKFIELD WI 53045 396068950 AUXILIARY WI 501(c)(3) 11 - III-FI WF INC false WFH - Terrace at St Francis Inc (2) 3200 SOUTH 20TH STREET MILWAUKEE WI 53215 391486775 NURSING HOME WI 501(c)(3) 9 WFH-SE WI false WFH - Franklin Inc (2) 10101 SOUTH 27TH STREET FRANKLIN WI 53132 562592868 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false Metro Physicians Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 943436893 MED GROUP WI 501(c)(3) 3 WFMG false Marianjoy Inc (1) 26 W 171 ROOSEVELT RD WHEATON IL 60187 363483589 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true Marianjoy Foundation Inc (1) 26 W 171 ROOSEVELT RD WHEATON IL 60187 352165613 FOUNDATION IL 501(c)(3) 7 MJ HOSP false Marianjoy Rehab Center Auxiliary (1) 26 W 171 ROOSEVELT RD WHEATON IL 60187 363896976 AUXILIARY IL 501(c)(3) 11 - I MJ HOSP false Marianjoy Rehab Hospital & Clinics (1) 26 W 171 ROOSEVELT RD WHEATON IL 60187 362680776 REHAB HOSPITA IL 501(c)(3) 3 MARIANJOY false Rehabilitation Medicine Clinic (1) 26 W 171 ROOSEVELT RD WHEATON IL 60187 363236791 MEDICAL GRP IL 501(c)(3) 3 MARIANJOY false WF Sisters Fndn (fka OSF) (4) (6) PO Box 667 WHEATON IL 601870667 391471463 HOLDING CO WI 501(c)(3) 11 - III-FI WFSI true Canticle Ministries Inc (4) (7) PO Box 667 WHEATON IL 601870667 364091836 HOUSING/ADVCY IL 501(c)(3) 7 OSF SVCS INC false Fran Sisters Charitable Fund of CO (5) 2626 OSCEOLA STREET DENVER CO 80212 840733072 AUXILIARY CO 501(c)(3) 7 OSF SVCS INC false SET Ministry Inc (9) 2977 NORTH 50TH STREET MILWAUKEE WI 53210 391618277 SOCIAL WORK WI 501(c)(3) 9 OSF SVCS INC false St Catherines Hospital Inc (4) (26) 9555 76TH STREET PLEASANT PRAIRIE WI 53158 390855075 HOSPITAL WI 501(c)(3) 3 OSF SVCS INC false UHS Inc (4) (8) (26) 6308 EIGHTH AVENUE KENOSHA WI 53143 391956749 HOSPITAL WI 501(c)(3) 3 NONE false Upendo Village NFP (4) PO Box 667 WHEATON IL 601870667 331007368 HIV SUPPORT IL 501(c)(3) 9 OSF SVCS INC false WF Healthcare - Iowa Inc (3) 3421 WEST NINTH STREET WATERLOO IA 50702 421177001 HOLDING CO IA 501(c)(3) 11 - III-FI WFSI true Covenant Foundation Inc (3) 3421 WEST NINTH STREET WATERLOO IA 50702 421295784 FOUNDATION IA 501(c)(3) 9 COV MED CTR false Covenant Medical Center Inc (3) 3421 WEST NINTH STREET WATERLOO IA 50702 421264647 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false Mercy Hospital of Fran Sisters Inc (3) 3421 WEST NINTH STREET WATERLOO IA 50702 421178403 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false NE Iowa Real Estate Invsts (3) 3421 WEST NINTH STREET WATERLOO IA 50702 421207432 HOLDING CO IA 501(c)(2) N/A WFH-IOWA false Sartori Health Care Foundation Inc (3) 3421 WEST NINTH STREET WATERLOO IA 50702 421240996 FOUNDATION IA 501(c)(3) 11 - I SARTORI HOSP false Sartori Memorial Hospital Inc (3) 515 COLLEGE STREET CEDAR FALLS IA 50613 420758901 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false Franciscan Ministries Inc (4) 26W171 ROOSEVELT ROAD WHEATON IL 601870667 363259684 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true Assisi Homes - Batavia Aprtmnts (4) 1259 EAST WILSON STREET BATAVIA IL 60510 363914084 HOUSING IL 501(c)(3) 9 FMI false Assisi Homes - Colony Park Inc (4) 550 EAST THORNHILL DRIVE CAROL STREAM IL 60188 364039278 HOUSING IL 501(c)(3) 9 FMI false Assisi Homes - Cnstn House Inc (4) 401 NORTH CONSTITUTION DRIVE AURORA IL 60506 364049150 HOUSING IL 501(c)(3) 9 FMI false Assisi Homes - Jefferson Court Inc (4) 415 EAST KNAPP STREET MILWAUKEE WI 53202 391771526 HOUSING WI 501(c)(3) 9 FMI false Assisi Homes - Kenosha Inc (4) 1860 27TH AVENUE KENOSHA WI 53140 391814815 HOUSING WI 501(c)(3) 9 FMI false Assisi Homes - Saxony Inc (4) 1876 22ND AVENUE KENOSHA WI 53140 391790498 HOUSING WI 501(c)(3) 9 FMI false Assisi Homes of Gurnee Inc (4) 3495 WEST GRAND AVENUE GURNEE IL 60031 363942336 HOUSING IL 501(c)(3) 9 FMI false Assisi Homes of Illinois Inc (4) 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 363803443 HOUSING IL 501(c)(3) 9 FMI false Assisi Homes of Neenah Inc (4) 210 BYRD AVENUE NEENAH WI 54946 363767250 HOUSING WI 501(c)(3) 9 FMI false Canticle Place Inc (4) 26W171 ROOSEVELT ROAD WHEATON IL 601870667 363957850 HOUSING IL 501(c)(3) 9 FMI false Catherine Marian Housing Inc (4) 806 SOUTH WISCONSIN AVENUE RACINE WI 53403 391657098 HOUSING WI 501(c)(3) 9 FMI false Clare Gardens Inc (4) 2626 OSCEOLA STREET DENVER CO 80212 237200039 HOUSING CO 501(c)(3) 9 FMI false Clare of Assisi Homes - Westminster (4) 2451 WEST 82ND PLACE WESTMINSTER CO 80031 742740978 HOUSING CO 501(c)(3) 9 FMI false Dayspring Villa Inc (4) 3777 WEST 26TH AVENUE DENVER CO 80211 363933908 HOUSING CO 501(c)(3) 9 FMI false Francis Heights Inc (4) 2626 OSCEOLA STREET DENVER CO 80212 840626174 HOUSING CO 501(c)(3) 9 FMI false Franciscan Ministries Comm Fndn (4) (27) 26W171 ROOSEVELT ROAD WHEATON IL 601870667 364456204 FOUNDATION IL 501(c)(3) 11 - I FMI false Marian Housing Center Inc (4) 4105 SPRING STREET RACINE WI 53405 391515867 HOUSING WI 501(c)(3) 9 FMI false Marian Park Inc (4) 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 362750105 HOUSING IL 501(c)(3) 9 FMI false Ridgeway Place Inc (4) 155 EAST RIDGEWAY AVENUE WATERLOO IA 50702 421416064 HOUSING IA 501(c)(3) 9 FMI false Villa Maria Inc (4) 2461 WEST 82ND PLACE WESTMINSTER CO 80031 841347868 HOUSING CO 501(c)(3) 9 FMI false Alexandria Manor Inc (4) (24) 600 East Jackson St Unit M-50 Alexandria IN 46001 475177987 HOUSING IN 501(c)(3) 9 FMI false Indianapolis Manor 1 Inc (4) (10) 7950 Harcourt Rd Indianapolis IN 46260 475178092 HOUSING IN 501(c)(3) 9 FMI false Kokomo Manor Inc (4) (11) 510 Elk Dr Kokomo IN 46902 475189624 HOUSING IN 501(c)(3) 9 FMI false Indianapolis Manor 2 Inc (4) (12) 1840 Perkins Ave Indianapolis IN 46203 475178185 HOUSING IN 501(c)(3) 9 FMI false Paducah Ministries 1 Inc (4) (13) 650 College Ave 77 Paducah KY 42001 475203278 HOUSING KY 501(c)(3) 9 FMI false Princeton Ministries 4 Inc (4) (14) 655 Grace Court Princeton KY 42445 475202983 HOUSING KY 501(c)(3) 9 FMI false Richardson Ministries Inc (4) (15) 500 Rockingham Lane Richardson TX 75080 475202868 HOUSING TX 501(c)(3) 9 FMI false Effingham Ministries Inc (4) (16) 512 Hendelmeyer Effingham IL 62401 475190275 HOUSING IL 501(c)(3) 9 FMI false Moline Ministries 1 Inc (4) (17) 4201 22nd Street Moline IL 61265 475216971 HOUSING IL 501(c)(3) 9 FMI false Moline Ministries 2 Inc (4) (18) 4201 22nd Street Moline IL 61265 475217175 HOUSING IL 501(c)(3) 9 FMI false Lake Wales Ministries Inc (4) (19) 504 South 4th Street Lake Wales FL 33853 475190723 HOUSING FL 501(c)(3) 9 FMI false Pendleton Ministries 2 Inc (4) (20) 950 Cherry St G-1 Pendleton SC 29670 475247951 HOUSING SC 501(c)(3) 9 FMI false Tucson Ministries Inc (4) (21) 4131 North Western Winds Drive Tucson AZ 85705 475239406 HOUSING AZ 501(c)(3) 9 FMI false Phoenix Ministries 3 Inc(4) (22) 7220 North 27th Ave Phoenix AZ 85051 475217326 HOUSING AZ 501(c)(3) 9 FMI false Davenport Ministries Inc (4) (23) 7218 Hillandale Rd Apt 1 Davenport IA 52806 475227048 HOUSING IA 501(c)(3) 9 FMI false Villa St Clare Inc (4) (25) 130 BYRD AVENUE NEENAH WI 54946 391769395 HOUSING WI 501(c)(3) 9 FMI false Assisi Homes - La Salle Manor Inc (4) 26W171 ROOSEVELT ROAD WHEATON IL 601890795 800623447 HOUSING IL 501(c)(3) 9 FMI false Wheaton Franciscan Enterprises Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391985204 HOLDING CO WI WF HOLDINGS INC C CORP false Wheaton Franciscan Holdings Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391836357 HOLDING CO WI WFH-SE WI C CORP false WFMG - Sussex Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391361100 MED GROUP WI WF HOLDINGS INC C CORP false Wheaton Franciscan Prov Network Inc (2 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391952140 PROVIDER CONTRACT WI WFH-SE WI C CORP false FMOB Condo Assoc Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 341983857 CONDO MGMT WI FMOB LLC C CORP false Wheaton Way Condo Owners Assoc Inc (2) 10101 SOUTH 27TH STREET FRANKLIN WI 53132 300659830 CONDO ASSCN WI WFH-FRKLN C CORP false Wheaton Franciscan Insurance Company (4) PO BOX 69 GT GEORGETOWN GRAND CAYMAN CJ 980691609 FINANCIAL UK WFSI Other 3773434 1000682 1.00000 true true true true true false false false false false false true true true true true true true true WFH-SE WI INC A(I) 7766664 LOAN SCH MARIANJOY INC A(I) 702058 LOAN SCH Wheaton Franciscan Sisters Foundation Inc B 280950 FMV Wheaton Franciscan Sisters Foundation Inc C 30316 FMV WFH-SE WI INC D 316000000 Loan Sch MARIANJOY INC D 21452439 LOAN SCH WFH SE-WI INC P 154830314 CORP ASSESS WFH-IOWA INC P 32847623 CORP ASSESS MARIANJOY INC P 7540690 CORP ASSESS FRANCISCAN MINISTRIES INC P 821324 CORP ASSESS WHEATON FRANCISCAN INSURANCE COMPANY Q 3528579 FMV Schedule R Footnotes - See Below (1) Effective March 1, 2016, organizations in the Marianjoy region were transferred from Wheaton Franciscan Services, Inc. to Northwestern Memorial Healthcare, and as a result, ceased to be related as of this date. (2) Effective March 1, 2016, organizations in the Southeast Wisconsin region were transferred from Wheaton Franciscan Services, Inc. to Ascension Health, and as a result, ceased to be related as of this date. (3) Effective May 1, 2016, organizations in the Iowa region were transferred from Wheaton Franciscan Services, Inc. to Mercy Health Network, and as a result, ceased to be related as of this date. (4) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation. (5) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation. Simultaneously with this transfer, Wheaton Franciscan Sisters Foundation, Inc. was removed as the corporate sponsor of Franciscan Sisters of Colorado, Inc., and the organization continued independently. (6) Effective May 4, 2016, O.S.F. Services, Inc. changed its legal name to Wheaton Franciscan Sisters Foundation, Inc. (7) Effective June 9, 2016, Canticle Ministries, Inc. was dissolved, and as such, this will be it's final 990 and the final year it will be reported as a related organization. (8) UHS, Inc. is listed without a direct controlling entity because of the two organizations with an interest, KHMC Community Board and Wheaton Franciscan Sisters Foundation, Inc., neither can appoint a majority of the board, and since KHMC is not an entity (it is a community board), neither body "controls". (9) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation. Effective December 31, 2016 (after the close of the current reporting year), Wheaton Franciscan Sisters Foundation, Inc. was removed as the corporate sponsor of S.E.T Ministries, Inc., and future of the organization is unknown until a new corporate sponsor is determined. (10) Indianapolis Manor 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective November 5, 2015. (11) Kokomo Manor, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 4, 2016. (12) Indianapolis Manor 2, Inc. was incorporated on September 25, 2015 and was granted exempt status effective November 5, 2015. (13) Paducah Ministries 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 15, 2016. (14) Princeton Ministries 4, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 21, 2016. (15) Richardson Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective January 15, 2016. (16) Effingham Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective December 21, 2015. (17) Moline Ministries 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 6, 2016. (18) Moline Ministries 2, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 30, 2016. (19) Lake Wales Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective January 7, 2016. (20) Pendleton Ministries 2, Inc. was incorporated on September 29, 2015 and was granted exempt status effective May 12, 2016. (21) Tucson Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective February 3, 2016. (22) Phoenix Ministries 3, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 16, 2016. (23) Davenport Ministries, Inc. was incorporated on September 29, 2015 and was granted exempt status effective January 15, 2016. (24) Alexandria Manor, Inc. was incorporated on September 25, 2015 and was granted exempt status effective February 2, 2016. (25) Effective January 31, 2016, assets of Villa St. Clare, Inc. were sold to an unrelated party, and the entity will subsequently be dissolved. (26) Effective November 1, 2016 (after the close of the current reporting year), a 25% ownership percentage in UHS, Inc. was transferred from Wheaton Franciscan Sisters Foundation, Inc. to UHS, Inc. making them 100% owner of St Catherine's Hospital, Inc. and United Hospital System, Inc. As a result, organizations under UHS, Inc. ceased to be related as of this date. (27) Effective December 22, 2016 (after the close of the current reporting year), Franciscan Ministries Community Foundation, Inc. was dissolved.