2016-05-13T09:56:06-05:00 2015-06-30 990 2014-07-01 390816857 WHEATON FRANCISCAN INC % ELIZABETH A RITTER WHEA 4144472000 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 JONATHAN W SOHN SR VP AND CFO 2016-05-15 2014 2016-08-17 19:52:53Z JOHN OLIVERIO 400 WEST RIVER WOODS PARKWAY MILWAUKEE WI 53212 423355972 false 0928 X www.wfhealthcare.org X 1927 WI TO PROVIDE INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO INDIVIDUALS LOCATED IN SOUTHEAST WISCONSIN 14 6 3278 468 0 1262504 1500588 421051674 416855156 56838 147008 6374452 4853220 428745468 423355972 368216 25436 0 0 176741356 169294053 0 0 583053 264810314 243977781 441919886 413297270 -13174418 10058702 323639557 320107194 83849119 84075671 239790438 236031523 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 true 354769541 25436 418682715 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 person's 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 System's housing and spiritual development services are organized under the holding company name of Franciscan Ministries, Inc. Since 2006, the "doing business as" name for WFSI's health care ministry has been Wheaton Franciscan Healthcare (WFH). In 2014, Wheaton Franciscan Healthcare donated more than 47,000 pounds of equipment and medical supplies with an estimated value of $109,414.59 to Hospital Sisters Mission Outreach. These supplies help to promote wellness and healing in medical ministries throughout the world, and keep unused and overstock equipment and supplies out of local landfills. 2013 marked the 12th consecutive year Wheaton Franciscan Healthcare in Southeast Wisconsin was named one of the top 100 most efficient, best performing health care networks in the nation, according to IMS (formerly SDI), the nation's premier integrated health network (IHN) evaluation system. The top 100 ranking is based on integration in areas such as managed care, information systems, and physician affiliations. Wheaton Franciscan Healthcare scored above the nation's top 100 integrated health networks' average score in the areas of hospital utilization, physician participation, services and access, outpatient utilization, integration, and integrated technology. Wheaton Franciscan Healthcare has been recognized for its dedication to patient privacy and is a FairWarning Ready Certified Care Provider. Wheaton received the certification for taking cutting-edge measures to ensure sensitive patient information is protected at all times, and patient privacy monitoring is one of the essentials. Wheaton Franciscan Healthcare is also a recipient of the ECRI Institute's Healthcare Supply Chain Achievement Award. The award honors organizations that demonstrate excellence in overall cost management and in adopting best practice solutions in supply chain processes. Wheaton is one of five health care organizations nationwide to be honored. Please see our full 2015 Annual Report online at: www.WheatonAnnualReport.org 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 person's 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. SYSTEM STATISTICS Hospital Sites: 14 Staffed Hospital beds: 1,525 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,378 Affiliated Physicians: 2,530 Employed Physicians: 511 Emergency Room Visits: 348,200 Newborns: 8,217 Hospital Admissions: 61,602 Hospital Patient Days: 298,791 Skilled Nursing Unit Patient Days: 21,525 Long-term Care Facility Patient Days: 88,718 Hospital Outpatient Visits: 1,606,876 Hospice Days: 29,303 Home Health Visits: 136,884 Medical Group Physician Visits: 1,511,538 WFH ORGANIZATIONS 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. Catherine's Medical Center and Kenosha Medical Center Campuses WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT FOR SYSTEM / 2015 Charity Care: $34,472,456. Charity Care is defined as free or discounted health services provided to those who cannot afford to pay and who meet all criteria for financial assistance. Charity care is based on actual costs, not charges, and does not include bad debt. Unreimbursed Cost of Public Programs: $115,878,726. Unreimbursed cost of public programs is defined as the shortfall experienced when payments received are below the cost of treating public beneficiaries through Medicaid and other local public programs. Community Health Improvement Services: $3,545,491. Community Health Improvement Services are defined as clinical and non-clinical services designed to improve community health, which are provided to the community for free or for fees that did not cover costs. Financial Contributions: $2,501,914. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, equipment, supplies, and loaned staff for volunteer and charitable purposes, made to individuals, community groups, or nonprofit organizations for charitable purposes. Health Professions Education: $8,043,187. Health professions education is d 354769541 true true false true false false false false false true false false false true false false true false false false false true false false false true true false false true false false false false false false false false false false false false false true true false false false true X 0 0 3278 true false false false false false false false false false false X 14 6 false false false false true true true true true false true true true true true true true true false true false WI X ELIZABETH A RITTER 4144653542 400 WEST RIVER WOODS PARKWAY MILWAUKEE WI 53212 X Saleem Aman MD Director 1.0 40.0 X 0 557347 47569 John Andreoli Director 1.0 1.0 X 0 0 0 Susan Boland President Designee - Director 1.0 40.0 X X 0 431489 65260 Kumari Chintamaneni MD Director 1.0 40.0 X 0 430878 36082 Patrick Diem Director 1.0 1.0 X 0 0 0 Sr M Ramona Dombrowski Director 1.0 1.0 X 0 0 0 Beth Griffin MD Director 1.0 1.0 X 0 0 0 Jerry Hardacre MD Director 1.0 40.0 X 0 422292 52035 Neal Harmelink MD Director 1.0 1.0 X 0 0 0 Charles Klein MD Director 1.0 1.0 X 0 0 0 Donald Roach MD Secretary/Treasuer - Director 1.0 40.0 X X 0 232260 37500 Kevin Roche Director 1.0 1.0 X 0 0 0 Brian Smigelski Director 1.0 1.0 X 0 0 0 Debra Standridge Vice Chairperson/President - D 1.0 40.0 X X 0 475455 67171 Sharon Baughman CNO Sr VP Patient Services 40.0 1.0 X 231127 0 72595 Eric Christianson MD VP Medical Affairs North Marke 40.0 1.0 X 288661 0 45730 Lynn Grudzielanek Sr VP Operations North Market 40.0 1.0 X 203476 0 26662 Lisa Dailey Rn-Nurse Practnr-Nnp-Lead 40.0 1.0 X 168072 0 12411 Mary Jo Kohout Vp-Patient Care Srvcs-Em 40.0 1.0 X 163727 0 51312 R Christian Rhoads Rn-Nurse Practnr-Nnp 40.0 1.0 X 171278 0 28601 Robert Stern MD Vp-Medical Affairs-Sjh & Twhh 40.0 1.0 X 319315 0 42657 Bryan Tollenaar Medical Physicist-Chief 40.0 1.0 X 196480 0 33706 Rita Hanson-Melzer MD Svp/Chief Medical Officer 1.0 40.0 X 0 576755 73988 Krishna Kumar MD Physician Employee 1.0 40.0 X 0 474217 52050 John Manley MD Physician Employee 1.0 40.0 X 0 422031 43387 John Oliverio President & Ceo-Wfh 1.0 40.0 X 0 2273133 233673 Tod Poremski MD Physician Employee 1.0 40.0 X 0 161633 24835 Jonathan Sohn Chief Financial Officer-Wfh 1.0 40.0 X 0 623808 84989 1742136 7081298 1132213 79 true true false JP CULLEN AND SONS INC PO BOX 5957 JANESVILLE WI 53547 CONSTRUCTION 10298332 AURORA MEDICAL GROUP INC 3000 W MONTANA MILWAUKEE WI 53234 IMAGING/ANESTHESIA 7684423 MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK MILWAUKEE WI 53226 PHYSICIANS/RESIDENTS 5954297 EMERGENCY MEDICINE SPECIALISTS 3237 S 16TH STREET MILWAUKEE WI 53215 ER MANAGEMENT SERV 3806858 SODEXHO INC AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 MAINTENANCE SERVICES 2881348 60 1473734 20079 6775 1500588 PATIENT REVENUES 900099 191216822 191216822 MEDICARE MEDICAID PAYMENTS 900099 225638334 225638334 416855156 112644 112644 0 0 1202715 1202715 0 1202715 1202715 34364 34364 34364 34364 0 0 0 EHR REVENUE 900099 595519 595519 CAFETERIA REVENUE 722514 1822946 1822946 OTHER OPERATING REVENUE 900099 1232040 1232040 3650505 423355972 418682715 3172669 0 0 25436 25436 0 868251 868251 44908 44908 135437125 135042970 394155 3364839 3333679 21431 9729 19629985 19448204 125024 56757 9948945 9856814 63365 28766 0 0 0 18331 18331 0 0 30040061 30040061 84907 62746 22161 15266690 15249893 16797 0 0 7732007 7732007 384721 379739 4982 0 51020 51020 2051677 2051677 0 23770879 23770879 78527 78527 MANAGEMENT FEES 73088892 18273964 54814928 BAD DEBT 9857211 9857211 MEDICAL SUPPLIES 52005346 52005346 HOSPITAL ASSESSMENT 13949836 13949836 15597676 15547970 49706 413297270 354769541 57944676 583053 X 0 0 278498 176762 0 0 54370882 57751843 0 0 951240 0 0 705217 7176585 6998251 1442997 1456855 645344928 398326984 246355381 247017944 0 0 0 0 0 0 0 0 13063974 6000322 323639557 320107194 20777982 24451325 0 0 394717 284895 0 0 0 0 0 0 0 0 0 0 62676420 59339451 83849119 84075671 X 239019859 235400470 770579 631053 0 0 239790438 236031523 323639557 320107194 X 10058702 16314 -13833931 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 18331 false false true 18331 false Schedule C Part II-B Line 1i Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of healthcare and housing organizations that are related through a common parent organization. Certain entities within this controlled group engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs two individuals whose responsibilities include the oversight and management of lobbying activities for the organization - the Senior Vice President of Strategic Initiatives and the Director of Government Relations and Advocacy . The Senior Vice President provides strategic oversight for the department and participates in visits with key elected officials when appropriate. The Director provides on the ground support; serves as the first point of contact for elected officials and executes on legislative lobbying activities that support the strategic interests of the organization. These lobbying activities approximate 50% of total annual salary for the Director and less than 20% for the Senior Vice President. A benefits factor of 25% is added, and the total is allocated amongst the organizations receiving the benefit of these services. The lobbying activities include 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 added or estimated, as appropriate. Wheaton Franciscan, Inc. #39-0816857 $18,331 12140510 12140510 365116649 193872198 171244451 4058357 4043999 14358 134421433 100879085 33542348 129607979 99531702 30076277 247017944 0 DUE TO THIRD PARTY PAYORS 3216643 FAS 47 LONG TERM PAYABLE SJH 2049936 ACCOUNTS PAYABLE TO AFFILIATES 13833931 BONDS PAYABLE TO AFFILIATES 40238941 59339451 true Sub-Saharan Africa Program Services Donated Med Supplies 25436 25436 25436 Hospital Mission Sisters Sub-Saharan Africa 25436 Med Supplies FMV false false false false false false Form 990 Schedule F Part 1 Line 2 Wheaton Franciscan Healthcare and Franciscan Ministries maintain files and records to manage the decision-making and assistance process for organizations that it provides community sponsorship dollars or in-kind donations 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 the organization, with a special focus on world disaster relief and human assistance, in particular as it relates to our healthcare and housing ministries. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare, housing, or other humanitarian needs worldwide, furthering 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 or in-kind donations are given, that confirm the dollar amount (or approximate fair market value) 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. true true X true X true X true true false true true 8304929 8304929 0.02060 131764179 91199813 40564366 0.10050 140069108 91199813 48869295 0.12110 221834 18469 203365 0.00050 67 67 3008466 2218269 790197 0.00200 61004 61004 0.00020 3291371 2236738 1054633 0.00270 143360479 93436551 49923928 0.12380 16162 16162 16162 16162 true 9857211 82966962 75246836 7720126 X true true 3 1 WHEATON FRANCISCAN INC 5000 W CHAMBERS MILWAUKEE WI 53210 HTTP://WWW.MYWHEATON.ORG/ST-JOSEPH 30 (WI) X X X X 1 2 WHEATON FRANCISCAN INC 10000 WEST BLUEMOUND ROAD WAUWATOSA WI 53226 HTTP:/WWW.MYWHEATON.ORG/WISCONsin-heart- 183 (WI) X X HEART CARE 1 3 WHEATON FRANCISCAN INC 19333 W NORTH AVENUE BROOKFIELD WI 53045 HTTP://WWW.MYWHEATON.ORG/ELMBROOK-MEMORI 308 (WI) X X X 1 WHEATON FRANCISCAN INC 1 false false true X X X X X X X X X X 12 true true true true X www.mywheaton.org X X true 12 true www.mywheaton.org false false true X 200. 400. X X X X true true X X X X true X www.mywheaton.org X X X X true X false X X X X true X false false Schedule H Part V - See References below Schedule H Part V Section B Line 3J, 5, 6a-6b, 7a, and 10a Wheaton Franciscan Healthcare's Community Health Needs Reports provide additional detailed information in response to many of the Schedule H questions on our Community Health Needs Assessments and Implementation Plans. These reports can be directly accessed at the following websites: Please go to www.mywheaton.org and select "About Wheaton" then "Community Impact". At the bottom of this page there will be a link to each of our hospitals. Select the applicable hospital, and to the left select "Community Needs Assessment". There are two reports available for each hospital facility; "Health Needs Report - Assessment of our Community" and "Answering the Call - Meeting our Community Needs". There are also various City and County reports, Health Survey reports, Secondary Data reports, and Key Informant Interview reports that support the findings in the final assessments and implementation plans. Schedule H Part V Section B Line 5, 6a-6b and 7d: 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. MHCP lead the effort that enabled Wheaton Franciscan Healthcare to collaborate with several other health care providers in our geographical region in order to develop and execute a community-wide plan. Among these participants were Aurora Healthcare, Children's Hospital of Wisconsin, Columbia St Mary's Health System, Froedtert Health System, and the Milwaukee Public Health Department consisting of the health departments of 12 Milwaukee area municipalities. These participants represented both hospital and non hospital facilities and were made up of the 5 major healthcare systems in the SE WI market. The participation of these key players was further supported by additional analysis from the Center for Urban Population Health, including health surveys of over 1,900 adults, significant key informant interviews, and a secondary source data analysis. Several reports are available, including the Milwaukee County Community Health Survey, Key Informant Interview Report, Secondary Data Report, and an Executive Summary of Milwaukee Health Partnership's own Community Health Needs Assessment. While the Community Health Needs Assessments for Wheaton Franciscan Healthcare are not directly assessable from this website, links back to each participant's own website are provided, through which these can be obtained. Wheaton Franciscan Healthcare in Racine County collaborated with multiple members of the community to develop its Community Health Needs Assessment Report and Implementation Plan. Various meetings were held with key stakeholders in the community, including the public health department, to plan and develop activities that are currently being carried out through collaborative efforts to address the needs of the community. A list of partners is provided in our published implementation plan available at www.mywheaton.org by selecting "About Wheaton" then "Community Impact". Wheaton Franciscan Healthcare in Waukesha County collaborated with multiple members of the community to develop its Community Health Needs Assessment Report and Implementation Plan. Various meetings were held with key stakeholders in the community, including the public health department, to plan and develop activities that are currently being carried out through collaborative efforts to address the needs of the community. A list of partners is provided in our published implementation plan, available at www.mywheaton.org by selecting "About Wheaton" then "Community Impact". In addition to these efforts, Wheaton Franciscan Healthcare was involved in the development of the Waukesha County Community Health Improvement Plan and Process (CHIPP) efforts, where hospital leaders throughout Waukesha County were a key partner in identifying activities to be carried out by members of the work group. Schedule H Part V Section B Line 11: St Joseph Campus: Wheaton Franciscan Healthcare market presidents appointed key leaders in the organization to analyze data that was gathered, determine resource availability of the facility and identify the needs that would be addressed at this time. Several meaningful meetings were held with sub-committees in each of the top areas identified prior to setting the priority needs to address in our initial plan. Through our assessment and review of all of the findings from the research, our summary of the top community needs are: -Access to care -Coverage -Alcohol use -Violence -High blood pressure -Infant mortality -Nutrition and obesity -Mental and behavioral health Wheaton Franciscan Healthcare has assessed the resources available at the WF- St. Joseph Campus when choosing the following priorities to address at this time. Please see the full Implementation Plan for additional details on the ways we are addressing the following needs: -Access to Care: o Ensure appropriate follow up care for underserved patients using Wheaton Franciscan Emergency Department for primary care. o Continue to participate in the Milwaukee Healthcare Partnership Emergency Department Care Coordination Initiative. o Participate in the Milwaukee Health Care Partnership o Specialty Access for Uninsured Partnership (SAUP) Program. o Actively screen uninsured patients for financial assistance programs, including Wheaton Franciscan Healthcare's Community Care, our financial assistance program for patients in need -Reducing Infant Mortality: o Promote early, high-quality prenatal care for all residents in Milwaukee with a specific focus in the zip codes near St. Joseph that have a high infant mortality rate. o Ensure that pregnant women with a history of preterm birth are offered and receive the highest quality of care. o Create culturally sensitive, comprehensive safe sleep programs that are shared with the women and families in our sites and within our communities. o Assure that women of childbearing age have resources to get the care they need before conception to reduce the risks of medical conditions that affect pregnancy outcomes in our community. o Utilize the St. Joseph Women's Outpatient Center to " Provide care to women regardless of their ability to pay. " Collaborate with partners on reducing disparities in birth outcomes. " Offer more scheduling options for appointments to improve access to care. " Offer Progesterone. -Promoting a Healthy Lifestyle with a focus on Obesity, High Blood Pressure, and Diabetes: o Promote and educate the community on healthy eating habits. o Offer screenings at community health fairs for diabetes and blood pressure in the St. Joseph area. o Continue to offer Farmers' Market produce at our sites to promote healthy eating with our associates and community members. o Educate school-age children and young adults on the importance of a healthy lifestyle. o Build an Education Garden at the Wheaton Franciscan-Family Care Center to educate patients, families, and neighbors on how to grow produce and use in meal planning. o Continue sponsorship of the Milwaukee Tennis Education Foundation program to promote physical fitness. o Participate in the One Milwaukee Summit Health Collaboration. o Continue to offer Pathways to a Healthier Weight Program 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: -Alcohol Use: Wheaton Franciscan- St. Joseph Campus is aware that another facility within our organization, Wheaton Franciscan Healthcare- St. Francis, that serves the Milwaukee population and demographics very similar to our site, currently focuses their efforts and includes Alcohol Use on their 2013 Implementation Plan. We are committed to supporting St. Francis in a secondary capacity when necessary. -Violence: Wheaton Franciscan- Joseph Campus feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, St. Francis has 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 c 9 WHEATON FRANCISCAN WAUWATOSA 201 N MAYFAIR RD WAUWATOSA WI 53226 HOSPITAL BASED OUTPATIENT CNTR WHEATON FRANCISCAN INC 19333 W NORTH AVENUE BROOKFIELD WI 53045 REHABILITATION UNIT WHEATON FRANCISCAN BROWN DEER 9252 N GREEN BAY RD BROWN DEER WI 53209 HOSPITAL BASED OUTPATIENT CNTR 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 19475 W NORTH AVE BROOKFIELD WI 53045 MEDICAL OFFICE BUILDING WHEATON FRANCISCAN INC 19305 W NORTH AVE BROOKFIELD WI 53045 FRANCIS HOUSE 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 SCHEDULE H SUPPLEMENTAL INFORMATION - See References below Schedule H Part 1 Line 6a The Annual Report that outlines the Hospital's community benefit information is contained in a report prepared by the system, Wheaton Franciscan Services, Inc. (FEIN #36-3262111) which is the ultimate parent organization of an integrated health care system operated in Wisconsin, Illinois, Iowa, and Colorado. For more information, please see our annual reports at www.mywheaton.org. It is available under "About Wheaton" by selecting "Community Impact," and scrolling down to "View Our Annual Report". Select "Enter", then "Community Benefit". There you can view the community benefit contributions of each of our regions Schedule H Part 1 Line 7 Community Benefit amounts are reported 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. Amounts are compiled 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. After the data is entered by the Site Finance Directors, its accuracy is verified by employees who are trained in community benefit reporting, and then approved by the Chief Financial Officer and the President/CEO of the organization. After amounts are verified and approved, community benefit amounts become finalized. Wheaton Franciscan Healthcare complies with Illinois state law which requires reporting to the Attorney General's Office. Additionally, Wheaton Franciscan Healthcare voluntarily reports community benefit information in Wisconsin and Iowa by making the information readily available on certain websites. Finally, the information is compiled with the assistance of the software, for presentation in IRS Forms 990 Schedule H and Statement of Program Service Accomplishments Part III. Schedule H Part 1 Line 7 Column f Wheaton Franciscan Healthcare organizations follow guidelines established by the Catholic Health Association, who recommends that bad debt expense not be included in community benefit amounts. As a result of this applied methodology, a total amount of 9,857,211 has not been included in the denominator of the calculation that determines the percentages reported on Schedule H Line 7 Column f. Schedule H Part 1 Line 7g In the Southeast Wisconsin and Marianjoy regions, physician clinics are operated by a separate legal entity and are therefore not included in Community Benefit amounts on hospital 990's. In the Iowa region, clinic operations are included as a department of the hospital, Covenant Medical Center, Inc. Clinic operations for the Iowa clinics are included only in the community benefit reporting of charity care, government sponsored health care, and Medicare shortfall. Therefore, for all entities, including Covenant Medical Center, Inc., costs related to physician clinics are not included in subsidized health services reported on Schedule H Part I Line 7g. Schedule H Part III Section A Lines 1-4 As part of an annual process, affiliates of Wheaton Franciscan Healthcare complete a consolidated audit each year, which for June 30, 2015, contained a footnote on Bad Debt which appeared under item (4) "Net Patient Service Revenue" on page 14-16 of the attached audited financial statements. Note that while FASB ASU 2011-07 requires certain organizations present bad debt as a reduction from patient service revenue for financial statement presentation, for IRS Form 990 presentation, these amounts are classified as bad debt expense. It is the practice of Wheaton Franciscan Healthcare to record actual bad debt expense for each organization at the time the amount due is determined to be uncollectible, and thus written off. With the onset of presumptive care effective July 1, 2011, practices are now in place to retroactively determine a patient's eligibility under Wheaton's Charity Care Policy, and remove those amounts from bad debt expense in order to correctly show these patients as charity care. Wheaton Franciscan Healthcare's position is therefore that none of the patients resulting in uncollectible accounts would have qualified as charity care patients as this determination is made at the time of admission, and corrective action is taken based on presumptive care. Bad debt expense is only determined after many months of collection efforts, and for this reason Part III Section A Line 3 is reported at zero. Additionally, since the organization follows guidelines established by the Catholic Health Association and the related state counterpart in Wisconsin, Iowa, or Illinois as appropriate, Wheaton Franciscan Healthcare does not include any form of bad debt expense in its annual reporting of community benefit amounts. Schedule H Part III Section B Line 6-8 Schedule H Part III Section B Line 6 reports "allowable costs of care" as taken from the most recently filed Medicare cost report available at the time the Community Benefit Report is published. The Medicare cost report calculates its allowable total costs based on applicable Medicare regulations. Medicare and Medicaid cost is determined using individual cost center cost-to-charge ratios. This cost to charge ratio is determined using all payer cost and all payer charges. The cost to charge ratio is applied to the actual Medicare and Medicaid charges to determine the Medicare and Medicaid cost. This organization has adopted the cost and charge practices as recommended by the Catholic Health Association and the Wisconsin, Iowa, or Illinois Hospital Association as applicable, and therefore, does not count any Medicare shortfall numbers in its annual reporting of Community Benefit amounts. While we are not allowed to report Medicare HMO shortfalls as a component of the total Medicare shortfall reported on Schedule H Part III Section B Line 7 based on currently written IRS instructions, it is noteworthy to mention that had we been allowed to include Medicare HMO, our shortfall would have decreased by $6,296,385, for a total adjusted Medicare Surplus (including Medicare HMO) of $1,423,741. Schedule H Part III Section C Line 9b Wheaton Franciscan Healthcare has a policy that outlines all collection practices for patients who are known to qualify for government programs and for our charity care program. We make every attempt to assist the patient in enrolling in government insurance plans or our own charity care program allowing for free or discounted care. If the patient does not qualify for any type of aid or charity care, declines to establish a reasonable payment plan or pay the liability, the patient will be moved into a bad debt status, and the account is sent to a collection agency. This does not occur before the patient has received several notices and a final written warning. Schedule H Part V Section A and Section C Affiliates of Wheaton Franciscan Healthcare have defined and reported "hospital facilities" to include only those bricks and mortar buildings that actually have inpatient beds, in addition to meeting all other criteria under Wisconsin, Iowa, or Illinois state laws, as applicable, required for hospital licensing. Although there are other facilities within our system built to hospital standards, performing hospital-based billing, and conforming to other "hospital" standards under state law, until there is further guidance from the IRS, these facilities have been reported in Section C, due to their lack of having state certified inpatient beds. Schedule H Part VI Line 2 Wheaton Franciscan Healthcare assesses the needs of the communities it serves by reviewing admission and discharge data, analyzing information from the community health departments and other community leaders, and by aligning our services with the Healthy People 2020 and other current year initiatives. Wheaton Franciscan Healthcare has also completed its first Community Health Needs Assessments and Implementation Plans for all its hospital facilities, so please reference Schedule H Part V Section B Lines 1-12 for additional information. Schedule H Part VI Line 3 Wheaton Franciscan Healthcare provides its patients with several opportunities to gain knowledge and awareness of its Community Care (Charity Care/Financial Assistance) program. 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: patient admitting and registration areas in both inpatient and outpatient settings, physician offices, and emergency departments. Additionally, brochures describing the policy are available upon request in the same locations and on Wheaton Franciscan Healthcare's website. The policy is al SCHEDULE H SUPPLEMENTAL INFORMATION Wheaton Franciscan - Elmbrook Memorial (Brookfield, Wisconsin), St. Joseph (Milwaukee, Wisconsin) and Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital (Wauwatosa, Wisconsin) Wheaton Franciscan has three campuses: Wheaton Franciscan - Elmbrook Memorial, Wheaton Franciscan - St. Joseph and Wheaton Franciscan - Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital. Wheaton Franciscan - Elmbrook Memorial Campus (Brookfield, Wisconsin) Wheaton Franciscan - Elmbrook Memorial Campus, located in Brookfield, Wisconsin, was founded in 1969 by the Misericordia Sisters of Montreal, Quebec. In 1984, the Sisters transferred sponsorship of the hospital to the Wheaton Franciscan Sisters. From 1993 until 2006, Elmbrook Memorial was part of Wheaton Franciscan Services, Inc.'s (WFSI) Milwaukee corporation, Covenant Healthcare System, Inc. With WFSI's reorganization in 2006, the hospital is now part of the System's Southeast Wisconsin region and is known as Wheaton Franciscan- Elmbrook Memorial Campus. Elmbrook Memorial 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. Wheaton Franciscan - Elmbrook Memorial Campus holds many awards, accreditations and national recognitions. This is made possible by a strong commitment to excellence embraced by all who work, volunteer and serve at our hospital. Elmbrook Memorial is fully accredited by the Joint Commission, an Accredited Breast Center of Excellence; Accredited Bariatric Center of Excellence since 2005; Accredited Baby Friendly Hospital; Accredited Chest Pain Center; Accredited Hip and Knee Surgery/Replacements; and Accredited Stroke Center of Excellence. Its Cancer Care is fully accredited by the Commission on Cancer. Beyond providing exceptional and compassionate health care service on a daily basis, Elmbrook Memorial works to promote improved health in the communities it serves. Programs and services supported by Elmbrook Memorial are multi-faceted and reach out to all people regardless of age, race, or income level. Specific delivery of care includes prenatal and parenting programs, programs for seniors, services for patients with restricted access to transportation, support groups, and sponsorships of community wellness and health care events including screenings, immunizations, health fairs, and educational programs. In addition, Elmbrook Memorial routinely supports surrounding communities' community education events designed to promote the benefits of healthy lifestyles and reduce the likelihood of chronic disease. Wheaton Franciscan - Elmbrook Memorial Foundation Wheaton Franciscan - Elmbrook Memorial Foundation supports a number of projects affiliated with the hospital. The Foundation solicits philanthropic contributions on behalf of the hospital departments and facilities listed above, and engage in activities to benefit the general community as well. Fundraising efforts help to make many valuable services possible, including free or discounted health care services for low-income individuals, targeted services to senior patients, and scholarships to enhance the professional development of Wheaton Franciscan Healthcare staff. Specific examples of how Wheaton Franciscan - Elmbrook Memorial Foundation helps meet the needs of the community include: -Cancer Care Fund: provided financial assistance for family and personal expenses to patients undergoing cancer treatment at the hospital. Annually, the Foundation supported a wide range of items, including: rent assistance; massage therapy vouchers for use at the Pavlic Center, medication, dental support and utility payments. -Jumpstart to A Healthy Lifestyle: A holistic approach to well-being and strengthening the mind-body-spirit connection. Appropriate for all especially those with chronic pain and illness. Scholarships are offered through the Foundation and assist over 50 individuals annually. -HELP Program: In January 2006, Elmbrook Memorial adopted the Hospital Elder Life Program (HELP). This Yale University field-tested program works with normally functioning hospitalized patients over 70-years-old who are at risk of developing delirium, or confusion. Volunteers offer activities that provide relaxation, sensory stimulation, and orientation to time and place. Since its introduction into the Wheaton Franciscan Healthcare system, HELP has decreased the onset of delirium in participating seniors by 50%, resulting in reduced hospital stays (three days, on average) and fewer nursing-home admissions. Wheaton Franciscan Healthcare - Elmbrook Memorial Auxiliary Wheaton Franciscan Healthcare - Elmbrook Memorial Auxiliary supports a number of projects affiliated with the hospital. The auxiliary's purpose continues to be 1) to assist the Hospital in its volunteer program 2) to financially support hospital initiatives and 3) to promote community awareness of hospital programs and healthcare issues in general. The Auxiliary currently operates the hospital gift shop. It also sponsors a scholarship program which has grown substantially over the years. The scholarship program presently awards three $2,000 scholarships each year to students enrolled in a health-related field. In 2014, the Auxiliary raised enough funds to purchase a new courtesy car to be utilized by Elmbrook patients with high medical needs but lacking transportation or financial means to get to and from the facility on their own. The car has been very well received, and is meeting the needs of both the facility and its surrounding community. Historically, the Auxiliary was formed as the Misericordia Ladies Guild in 1933, and to date has contributed over $800,000 to support hospital programs, provide scholarships, help support the purchase of needed hospital equipment, or to subsidize hospital renovations. Wheaton Franciscan - St. Joseph Campus (Southeast Wisconsin) Wheaton Franciscan - St. Joseph Campus traces its roots to 1879, when three Franciscan Sisters arrived on a mission to provide nursing care to the Milwaukee community. By 1882, it became apparent that a hospital was desperately needed in the area. With the help of city leaders, the Sisters raised $30,000 to build a 40-bed facility - christened St. Joseph Hospital. Since that time, the Sisters have overseen the growth of St. Joseph as both business and ministry, ensuring it has continually met the needs of the community according to the principles of their original Mission. From 1993 until 2006, St. Joseph was part of Wheaton Franciscan Services, Inc.'s (WFSI) Milwaukee corporation, Covenant Healthcare System, Inc. With WFSI's reorganization in 2006, the hospital is now part of the System's Southeast Wisconsin region and is known as Wheaton Franciscan- St. Joseph Campus. 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 neonatal intensive care unit, perinatal outreach, and women and infants services. The St. Joseph 54-bed neonatal intensive care unit is nationally acclaimed, serving more than 500 infants each year. Having delivered more babies than any other hospital in Wisconsin, St. Joseph is known throughout the region as the "baby hospital." More than 2,800 deliveries occur each year. In fact, we have delivered more than 300,000 babies during our history! St. Joseph provides comprehensive care that affords patients the comfort of knowing they are receiving the most sophisticated level of care available. St. Joseph continues to rank among the best hospitals nationally and internationally in neonatal outcomes, according to data compiled by the Vermont Oxford database. Survival rates for low birth weight babies admitted to our NICU are higher than the national average. St Joseph consistently ranks better than the national average in: -Infection rates -Intraventricular Hemorrhage (brain bleed) -Chronic lung disease (oxygen at 36 weeks) -Necrotizing enterocolitis -Length of stay for low birth weight babies In addition, the St. Joseph NICU participates in nationally recognized research and has widely published studies related to the reduction of Chronic Lung Disease and central line infections. Additional services consist of the He false true false false false false false false false Saleem Aman MD Director 0 556211 0 0 1136 0 18563 0 29006 0 604916 0 0 Sharon Baughman CNO Sr VP Patient Services 230490 0 0 637 0 24900 0 47695 0 303722 0 0 0 Susan Boland President Designee - Director 0 417944 0 0 13545 0 38241 0 27019 0 496749 0 0 Kumari Chintamaneni MD Director 0 410275 0 11119 0 9484 0 18526 0 17556 0 466960 0 0 Eric Christianson MD VP Medical Affairs North Marke 285272 0 0 3389 0 18544 0 27186 0 334391 0 0 0 Lisa Dailey Rn-Nurse Practnr-Nnp-Lead 167319 0 0 753 0 11190 0 1221 0 180483 0 0 0 Lynn Grudzielanek Sr VP Operations North Market 203196 0 0 280 0 16817 0 9845 0 230138 0 0 0 Rita Hanson-Melzer MD Svp/Chief Medical Officer 0 426705 0 137100 0 12950 0 44749 0 29239 0 650743 0 0 Jerry Hardacre MD Director 0 420486 0 0 1806 0 22112 0 29923 0 474327 0 0 Mary Jo Kohout Vp-Patient Care Srvcs-Em 163398 0 0 329 0 16664 0 34648 0 215039 0 0 0 Krishna Kumar MD Physician Employee 0 473085 0 0 1132 0 18563 0 33487 0 526267 0 0 John Manley MD Physician Employee 0 419694 0 0 2337 0 18563 0 24824 0 465418 0 0 John Oliverio President & Ceo-Wfh 0 991703 0 629600 0 651830 0 167951 0 65722 0 2506806 0 0 Tod Poremski MD Physician Employee 0 159859 0 0 1774 0 10874 0 13961 0 186468 0 0 R Christian Rhoads Rn-Nurse Practnr-Nnp 169617 0 0 1661 0 11615 0 16986 0 199879 0 0 0 Donald Roach MD Secretary/Treasuer - Director 0 230612 0 0 1648 0 19718 0 17782 0 269760 0 0 Jonathan Sohn Chief Financial Officer-Wfh 0 468060 0 146500 0 9248 0 56080 0 28909 0 708797 0 0 Debra Standridge Vice Chairperson/President - D 0 464088 0 0 11367 0 42347 0 24824 0 542626 0 0 Robert Stern MD Vp-Medical Affairs-Sjh & Twhh 313980 0 0 5335 0 18574 0 24083 0 361972 0 0 0 Bryan Tollenaar Medical Physicist-Chief 196021 0 0 459 0 10310 0 23396 0 230186 0 0 0 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 Participant's 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 this plan, John Oliverio received a 2014 taxable payout of $628,324. Form 990 Schedule O Form 990, Part III, Line 3 In July 2014, The Family Care Center in Milwaukee, WI was leased by Wheaton Franciscan, Inc. to Wheaton Franciscan Healthcare - All Saints, Inc., and the clinic is now run by the South Market. 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 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. Part VI, Section A, Lines 6-8(b) Wheaton Franciscan Inc. has one member which holds several reserved powers over Wheaton Franciscan Inc. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, approval of certain financial expenditures in accordance with policy, and approval of budgets and strategic plans; these approvals are based on recommendations from the governing body. Part VI Line 10a and 10b: Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand-alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. Part VI, Section B, Lines 11a and 11b: Affiliates of Wheaton Franciscan Healthcare use a multiple-level review process on all Federal and State information and tax returns to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Department prepares Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by the Accounting Director, 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 Accounting, the return is provided to the Tax Department, where the Tax Manager and Vice President of Accounting focus their review 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 K, Schedule H, and/or Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully. 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 will schedule an appointment with the Senior Vice President and CFO, who will perform a review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors. The parent organization, Wheaton Franciscan Services, Inc. has designated that the Audit Committee review the parent return in certain years. The 990 is explained at a high level by management representatives, and any questions or concerns that the Committee has can be addressed. At a later date and prior to efiling, the full board is provided access to all 990's 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. A similar process exists at the regional holding company levels - a 990 is selected for review in certain years by the Finance and Operations Committee. Similarly, the 990 is explained at a high level, and Committee questions or concerns are addressed. Members of the full board, as well as reportable individuals, are provided access to all 990's within that region via an online portal prior to efiling. Part VI Section B Line 12a,12b, and 12c: The organization has a Conflict of Interest policy. Under that policy, if at any time, an officer or director becomes 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 at the time it arises (or beforehand if not in existence at the time of hire). 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 questions 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 for purposes of answering certain questions on IRS Form 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, are 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 outlines the 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 - 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; or, if necessary, the board would determine that the subject's 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. The board chairperson is also required to discuss with non responders the repercussions of not responding, and require the board member to complete the annual conflict of interest disclosure questions before being allowed to continue in any board matters. If the board member refuses, the Chairperson has the authority to determine the appropriate action, including, but not limited to prohibiting them from participating in deliberations, preventing them from voting, and/or removing them as a board member. Part VI Section B Line 15b: The compensation for the organization's officers and key employees who are 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 Board's decision is informed by an opinion on market comparable compensation data provided to the WFSI B WHEATON FRANCISCAN SERVICES INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363262111 PARENT CORP IL 501(c)(3) 11 - III-FI NA false WFH - SOUTHEAST WISCONSIN INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391568865 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI false WFH - ALL SAINTS INC 3801 SPRING STREET RACINE WI 53405 391264986 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH - ALL SAINTS FOUNDATION INC 3805B SPRING STREET RACINE WI 53405 391570877 FOUNDATION WI 501(c)(3) 11 - I WFH-AS INC false VOLUNTEERS IN PTNRSHIP WITH WFH-AS INC 3807 SPRING STREET RACINE WI 53405 930838390 FOUNDATION WI 501(c)(3) 11 - III-NF WFH-AS INC false WFH - CIRCLE OF LIFE FOUNDATION INC 4300 WEST BROWN DEER RD STE 250 BROWN DEER WI 53223 562426294 FOUNDATION WI 501(c)(3) 11 - I WFH-PE false WHEATON FRAN HOME HEALTH & HOSPICE INC 3070 NORTH 51ST STREET STE 406 MILWAUKEE WI 53210 391559428 HOME HLTH WI 501(c)(3) 3 WFH-SE WI false WHEATON FRANCISCAN MEDICAL GROUP INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391791586 MED GROUP WI 501(c)(3) 3 WFH-SE WI false WHEATON FRANCISCAN -ELMBROOK FNDN 19333 WEST NORTH AVENUE BROOKFIELD WI 53045 392028808 FOUNDATION WI 501(c)(3) 11 - 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IOWA INC 3421 WEST NINTH STREET WATERLOO IA 50702 421177001 HOLDING CO IA 501(c)(3) 11 - III-FI WFSI false COVENANT FOUNDATION INC 3421 WEST NINTH STREET WATERLOO IA 50702 421295784 FOUNDATION IA 501(c)(3) 9 COV MED CTR false COVENANT MEDICAL CENTER INC 3421 WEST NINTH STREET WATERLOO IA 50702 421264647 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false MERCY HOSPITAL OF FRANCISCAN SISTERS INC 3421 WEST NINTH STREET WATERLOO IA 50702 421178403 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false NE IOWA REAL ESTATE INVESTMENTS LTD 3421 WEST NINTH STREET WATERLOO IA 50702 421207432 HOLDING CO IA 501(c)(2) N/A WFH-IOWA false SARTORI HEALTH CARE FOUNDATION INC 3421 WEST NINTH STREET WATERLOO IA 50702 421240996 FOUNDATION IA 501(c)(3) 11 - I SARTORI HOSP false SARTORI MEMORIAL HOSPITAL INC 515 COLLEGE STREET CEDAR FALLS IA 50613 420758901 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false FRANCISCAN MINISTRIES INC 26W171 ROOSEVELT ROAD WHEATON IL 601870667 363259684 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI false ASSISI HOMES - BATAVIA APARTMENTS INC 1259 EAST WILSON STREET BATAVIA IL 60510 363914084 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES - COLONY PARK INC 550 EAST THORNHILL DRIVE CAROL STREAM IL 60188 364039278 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES - CONSTITUTION HOUSE INC 401 NORTH CONSTITUTION DRIVE AURORA IL 60506 364049150 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES - JEFFERSON COURT INC 415 EAST KNAPP STREET MILWAUKEE WI 53202 391771526 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES - KENOSHA INC 1860 27TH AVENUE KENOSHA WI 53140 391814815 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES - SAXONY INC 1876 22ND AVENUE KENOSHA WI 53140 391790498 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES OF GURNEE INC 3495 WEST GRAND AVENUE GURNEE IL 60031 363942336 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES OF ILLINOIS INC 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 363803443 HOUSING IL 501(c)(3) 9 FMI false Assisi HOMES OF NEENAH INC 210 BYRD AVENUE NEENAH WI 54946 363767250 HOUSING WI 501(c)(3) 9 FMI false CANTICLE PLACE INC 26W171 ROOSEVELT ROAD WHEATON IL 601870667 363957850 HOUSING IL 501(c)(3) 9 FMI false CATHERINE MARIAN HOUSING INC 806 SOUTH WISCONSIN AVENUE RACINE WI 53403 391657098 HOUSING WI 501(c)(3) 9 FMI false CLARE GARDENS INC 2626 OSCEOLA STREET DENVER CO 80212 237200039 HOUSING CO 501(c)(3) 9 FMI false CLARE OF ASSISI HOMES-WESTMINSTER INC 2451 WEST 82ND PLACE WESTMINSTER CO 80031 742740978 HOUSING CO 501(c)(3) 9 FMI false DAYSPRING VILLA INC 3777 WEST 26TH AVENUE DENVER CO 80211 363933908 HOUSING CO 501(c)(3) 9 FMI false FRANCIS HEIGHTS INC 2626 OSCEOLA STREET DENVER CO 80212 840626174 HOUSING CO 501(c)(3) 9 FMI false FRANCISCAN MINISTRIES COMMUNITY FNDN INC 26W171 ROOSEVELT ROAD WHEATON IL 601870667 364456204 FOUNDATION IL 501(c)(3) 11 - I FMI false MARIAN HOUSING CENTER INC 4105 SPRING STREET RACINE WI 53405 391515867 HOUSING WI 501(c)(3) 9 FMI false MARIAN PARK INC 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 362750105 HOUSING IL 501(c)(3) 9 FMI false RIDGEWAY PLACE INC 155 EAST RIDGEWAY AVENUE WATERLOO IA 50702 421416064 HOUSING IA 501(c)(3) 9 FMI false VILLA MARIA INC 2461 WEST 82ND PLACE WESTMINSTER CO 80031 841347868 HOUSING CO 501(c)(3) 9 FMI false VILLA ST CLARE INC 130 BYRD AVENUE NEENAH WI 54946 391769395 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES LASALLE MANOR INC 26W171 ROOSEVELT ROAD WHEATON IL 601890795 800623447 HOUSING IL 501(c)(3) 9 FMI false WHEATON FRANCISCAN ENTERPRISES INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391985204 HOLDING CO WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN HOLDINGS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391836357 HOLDING CO WI WFH-SE WI C CORP false WHEATON FRANCISCAN MED GRP-SUSSEX INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391361100 MED GROUP WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN PROVIDER NETWORK INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391952140 PROVIDER CONTRACT WI WFH-SE WI C CORP false FMOB CONDOMINIUM ASSCN (3) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 341983857 CONDO MGMT WI FMOB LLC C CORP false WHEATON FRANCISCAN INSURANCE COMPANY 980691609 FINANCIAL UK WFSI false false true true true true false false true true true true true true true true true true true WF - ST JOSEPH FOUNDATION INC C 343431 FMV WF - ELMBROOK MEMORIAL FOUNDATION C 50803 FMV Schedule R - Footnotes (1) UHS, Inc. is listed without a direct controlling entity because of the two organizations with an interest, KHMC Community Board and OSF Services Inc, neither can appoint a majority of the board, and since KHMC is not an entity (it is a community board), neither body "controls". (3) Franklin Medical Office Building Condominium Association, Inc. is owned approximately 81% by Franklin Medical Office Building LLC, and since the LLC went from being 20% to 100% Wheaton owned effective 01/27/2015, is being added as a related organization.