ASCENSION LIVING FRANCISCAN PLACE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ASCENSION LIVING FRANCISCAN PLACE (EIN 39-1613624)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201641349349302714
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:56:04-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391613624 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEATON FRANCISCAN HEALTHCARE - PHARMACY | BusinessNameLine1Txt |
| Business Name Line2 | ENTERPRISES & FRANCISCAN WOODS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH A RITTER | InCareOfNm |
| Business Name Control | WHEA | BusinessNameControlTxt |
| Phone | 4148746196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19525 W NORTH AVENUE | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN W SOHN | PersonNm |
| Person Title | SENIOR VP AND CFO | PersonTitleTxt |
| Signature | 2016-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN OLIVERIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST RIVER WOODS PARKWAY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,605,106 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wfhealthcare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE TRANSITIONAL AND EXTENDED CARE AS WELL AS PHARMACY SERVICES TO INDIVIDUALS IN SOUTHEASTERN WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 338 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $2,490,974 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $49,063 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,148,738 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,845,042 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,195,865 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,696,678 | CYProgramServiceRevenueAmt |
| PY Investment Income | $742 | PYInvestmentIncomeAmt |
| CY Investment Income | $541 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,414 | PYOtherRevenueAmt |
| CY Other Revenue | $62,845 | CYOtherRevenueAmt |
| PY Total Revenue | $37,399,759 | PYTotalRevenueAmt |
| CY Total Revenue | $38,605,106 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,397,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,914,788 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,470,610 | PYOtherExpensesAmt |
| CY Other Expenses | $26,414,082 | CYOtherExpensesAmt |
| PY Total Expenses | $36,867,747 | PYTotalExpensesAmt |
| CY Total Expenses | $39,328,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $532,012 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$723,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,550,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,659,197 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,063,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,896,114 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,486,847 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,763,083 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $37,166,946 | ExpenseAmt |
| Revenue | $36,744,397 | RevenueAmt |
| Desc | Wheaton Franciscan Healthcare IRS Form 990 Part III - Statement of Program Service Accomplishments June 30, 2015 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 o | Desc |
| Total Program Service Expenses | $37,166,946 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 338 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH A RITTER | PersonNm |
| Phone | 4144653542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST RIVER WOODS PARKWAY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark Charbogian | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $158,198 | $40,820 | |||
| Linda Czernicki | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James Gresham | |||||||||
| President / Chair - Director | 1.0 | 40.0 | Yes (X) | $0 | $254,356 | $97,719 | Yes (X) | ||
| Jason Kayzar | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Suresh Misra MD | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rick Romanshek | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Sohn | |||||||||
| V Chair/Treas/Sec - Director | 1.0 | 40.0 | Yes (X) | $0 | $623,808 | $84,989 | Yes (X) | ||
| Patricio Viernes MD | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Ward | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Canter | |||||||||
| Treasurer | 1.0 | 40.0 | $0 | $619,631 | $260,555 | Yes (X) | |||
| Kari Klasen | |||||||||
| Secretary | 1.0 | 40.0 | $0 | $108,397 | $33,900 | Yes (X) | |||
| Jessica Giombi | |||||||||
| Pharmacist-Retail | 40.0 | 1.0 | $132,337 | $0 | $15,891 | Yes (X) | |||
| Kim Kass | |||||||||
| Dir-Pharmacy | 40.0 | 1.0 | $144,166 | $0 | $95,585 | Yes (X) | |||
| Elliott Rifzis | |||||||||
| Prgm Coord-Cov Infusion Srvcs | 40.0 | 1.0 | $147,413 | $0 | $30,967 | Yes (X) | |||
| Kimberly Schrank | |||||||||
| Dir-Retail Pharmacy | 40.0 | 1.0 | $150,350 | $0 | $33,135 | Yes (X) | |||
| Mark Smith | |||||||||
| Mgr-Store/Pharmacist | 40.0 | 1.0 | $131,702 | $0 | $18,881 | Yes (X) | |||
| John Oliverio | |||||||||
| President & Ceo-Wfh | 1.0 | 40.0 | $0 | $2,273,133 | $233,673 | Yes (X) | |||
| Sharon Povlich | |||||||||
| Vp-Home Hlth & Hospice-Se Wi | 1.0 | 40.0 | $0 | $141,695 | $20,378 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $705,968 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,179,218 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $966,493 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP CULLEN AND SONS INC | |||||
| PO BOX 5957 | JANESVILLE | WI | 53547 | GENERAL CONTRACTOR | $252,259 |
| PHARMACEUTICAL STRATEGIES GRP | |||||
| DEPT 3651 PO BOX 123651 | DALLAS | TX | 75312 | MGMT SERVICE FEES | $435,388 |
| QS1 DATA SYSTEMS | |||||
| PO BOX 890898 | CHARLOTTE | NC | 28289 | SOFTWARE MAINTENANCE | $151,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,845,042 | RelatedOrganizationsAmt |
| Total Contributions | $1,845,042 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT CARE REVENUE | 900099 | $17,555,930 | $16,539,360 | $1,016,570 |
| OUTPATIENT PHARMACY SALES REVENUE | 446110 | $19,140,748 | $17,666,344 | $1,474,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,696,678 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541 | TotalRevenueColumnAmt |
| Exclusion | $541 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GIFT SHOP REVENUE | 453220 | $15,121 | $15,121 | |
| SERVICES - OTHER | 900099 | $23,561 | $23,561 | |
| SCREENINGS | 900099 | $17,150 | $17,150 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,008 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,845 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,605,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,253,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,490,974 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,667 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,242 | TotalAmt |
| Program Services | $24,242 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,202,697 | TotalAmt |
| Program Services | $10,202,697 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,128 | TotalAmt |
| Program Services | $244,128 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,145 | TotalAmt |
| Program Services | $1,700,145 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,576 | TotalAmt |
| Program Services | $743,576 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,498 | TotalAmt |
| Program Services | $167,498 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,282 | TotalAmt |
| Program Services | $3,282 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,233 | TotalAmt |
| Program Services | $586,233 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,122 | TotalAmt |
| Program Services | $224,122 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,356 | TotalAmt |
| Program Services | $22,356 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,209 | TotalAmt |
| Program Services | $415,209 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MANAGEMENT FEES | $3,280,608 | $1,118,684 | $2,161,924 |
| PURCHASED SERVICES | $650,318 | $650,318 | |
| BAD DEBT | $48,836 | $48,836 | |
| MEDICAL SUPPLIES AND DRUGS | $20,675,769 | $20,675,769 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,851 | TotalAmt |
| Program Services | $339,851 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,328,870 | TotalAmt |
| Program Services | $37,166,946 | ProgramServicesAmt |
| Management And General | $2,161,924 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750 | BOYAmt |
| EOY | $3,950 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,558,177 | BOYAmt |
| EOY | $2,317,423 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,205,709 | BOYAmt |
| EOY | $3,673,228 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,520 | BOYAmt |
| EOY | $2,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,580,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,087,284 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,688,577 | BOYAmt |
| EOY | $5,492,857 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,092,029 | BOYAmt |
| EOY | $4,169,219 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,550,762 | BOYAmt |
| EOY | $15,659,197 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,388 | BOYAmt |
| EOY | $1,772,246 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,527 | BOYAmt |
| EOY | $2,123,868 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,063,915 | BOYAmt |
| EOY | $3,896,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,486,847 | BOYAmt |
| EOY | $11,763,083 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,486,847 | BOYAmt |
| EOY | $11,763,083 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,550,762 | BOYAmt |
| EOY | $15,659,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$723,764 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,384,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,148,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,845,042 | CurrentTaxYearAmt |
| Total | $9,495,817 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,381,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,515,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,236,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,186,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,205,704 | CurrentTaxYearAmt |
| Total | $159,525,425 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,765,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,588,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,281,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,334,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,050,746 | CurrentTaxYearAmt |
| Total | $169,021,242 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $169,021,242 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541 | CurrentTaxYearAmt |
| Total | $3,107 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541 | CurrentTaxYearAmt |
| Total | $3,107 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,249,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,384,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,981,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,934,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,441,911 | CurrentTaxYearAmt |
| Total | $10,992,027 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,845 | CurrentTaxYearAmt |
| Total | $349,476 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,096,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,058,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,330,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,324,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,556,043 | CurrentTaxYearAmt |
| Total | $180,365,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94656 | PublicSupportPY509Pct |
| Investment Income CY | 0.00002 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00002 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORT SCHEDULE EXPLANATION | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME IS A COMBINED TOTAL OF PATIENT SCREENING PAYMENTS, GIFT SHOP REVENUE, OTHER NON PATIENT SERVICES, AND OTHER MISCELLANEOUS INCOME. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,388,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,475,249 | DepreciationAmt |
| Book Value | $3,912,965 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $399,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,840 | DepreciationAmt |
| Book Value | $287,633 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $738,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $447,299 | DepreciationAmt |
| Book Value | $290,859 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,054,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,052,896 | DepreciationAmt |
| Book Value | $1,001,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,492,857 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCOUNTS RECEIVABLE AFFILIATES | $3,939,198 |
| RESIDENT TRUST RECEIVABLE | $9,569 |
| OTHER ACCOUNTS RECEIVABLE | $220,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,169,219 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESIDENT TRUST PAYABLE | $9,569 |
| ACCOUNTS PAYABLE - AFFILIATES | $2,114,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,123,868 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $36,720,601 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $36,720,601 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,884,505 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,884,505 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,605,106 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,249,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $39,249,264 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $79,606 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $79,606 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,328,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D PART XI LINE 4B TOTAL REVENUE ON AUDITED FINANCIAL STATEMENTS ARE NET OF BAD DEBT EXPENSE. BAD DEBT EXPENSE OF $48,836 IS INCLUDED TO MATCH TOTAL REVENUE SHOWN ON FORM 990, PART I, LINE 12. DONATION REVENUE FROM A RELATED ORGANIZATION IS NOT INCLUDED IN TOTAL REVENUE ABOVE THE LINE ON THE AUDITED FINANCIAL STATEMENTS. DONATIONS OF $1,835,669 IS INCLUDED TO MATCH REVENUE SHOWN ON FORM 990, PART I, LINE 12. Total Adjustments to Revenue: Bad Debt $48,836 Donations $1,826,693 Donations Equity Capital $8,976 Total $1,884,505 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D PART XII LINE 4B TOTAL EXPENSES ON AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE BAD DEBT EXPENSE. BAD DEBT EXPENSE OF $48,836 IS INCLUDED TO MATCH TOTAL EXPENSES SHOWN ON FORM 990, PART I, LINE 18. TOTAL EXPENSES ON AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE ESTIMATED INCOME TAX PAYMENTS ABOVE THE LINE. INCOME TAX EXPENSE OF $30,770 IS INCLUDED TO MATCH TOTAL EXPENSES SHOWN ON FORM 990, PART I, LINE 18. Total Adjustments to Expense: Bad Debt $48,836 Income Tax Expense $30,770 Total $79,606 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Canter | ||||||||||||||
| Treasurer | $0 | $405,196 | $0 | $197,600 | $0 | $16,835 | $0 | $233,957 | $0 | $26,598 | $0 | $880,186 | $0 | $0 |
| Mark Charbogian | ||||||||||||||
| Director | $0 | $156,298 | $0 | $0 | $1,900 | $0 | $19,455 | $0 | $21,365 | $0 | $199,018 | $0 | $0 | |
| James Gresham | ||||||||||||||
| President / Chair - Director | $0 | $237,005 | $0 | $0 | $17,351 | $0 | $91,763 | $0 | $5,956 | $0 | $352,075 | $0 | $0 | |
| Kim Kass | ||||||||||||||
| Dir-Pharmacy | $143,414 | $0 | $0 | $752 | $0 | $87,759 | $0 | $7,826 | $0 | $239,751 | $0 | $0 | $0 | |
| John Oliverio | ||||||||||||||
| President & Ceo-Wfh | $0 | $991,703 | $0 | $629,600 | $0 | $651,830 | $0 | $167,951 | $0 | $65,722 | $0 | $2,506,806 | $0 | $0 |
| Sharon Povlich | ||||||||||||||
| Vp-Home Hlth & Hospice-Se Wi | $0 | $140,158 | $0 | $0 | $1,537 | $0 | $11,038 | $0 | $9,340 | $0 | $162,073 | $0 | $0 | |
| Elliott Rifzis | ||||||||||||||
| Prgm Coord-Cov Infusion Srvcs | $145,841 | $0 | $0 | $1,572 | $0 | $11,856 | $0 | $19,111 | $0 | $178,380 | $0 | $0 | $0 | |
| Kimberly Schrank | ||||||||||||||
| Dir-Retail Pharmacy | $149,948 | $0 | $0 | $402 | $0 | $11,798 | $0 | $21,337 | $0 | $183,485 | $0 | $0 | $0 | |
| Mark Smith | ||||||||||||||
| Mgr-Store/Pharmacist | $131,039 | $0 | $0 | $663 | $0 | $10,035 | $0 | $8,846 | $0 | $150,583 | $0 | $0 | $0 | |
| Jonathan Sohn | ||||||||||||||
| V Chair/Treas/Sec - Director | $0 | $468,060 | $0 | $146,500 | $0 | $9,248 | $0 | $56,080 | $0 | $28,909 | $0 | $708,797 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J COMPENSATION INFORMATION | FormAndLineReferenceDesc |
| Explanation | 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 is one long-term senior official who is eligible for benefits under the plan, John Oliverio, Chief Executive Officer. Under this plan, John Oliverio received a 2014 taxable payout of $628,324. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column C: Retirement and Other Deferred Compensation of Richard Canter includes $185,772 in accrued severance payments to be paid as wages in a future year. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE O (SPSA CONTINUED) (1 OF 3) | STATEMENT OF PROGRAM ACCOMPLISHMENTS (CONTINUED FROM PT III) Wheaton Franciscan Transitional Care Facilities (Southeast Wisconsin) Franciscan Woods, a 120-bed skilled care nursing home and the Terrace at St. Francis, an 81-bed skilled care nursing home, both offer transitional care. "Transitional Care" bridges the gap between hospital and home, and is designed for people who need care for a few days or weeks after discharge from the hospital but are not yet fully able to resume their normal routine. Transitional Care is grouped under the term "Skilled Nursing" as it can involve the provision of complex patient care services including intravenous (IV) medications, feeding tubes, intravenous nutrition, blood transfusions, dialysis, and post-operative recovery. The skilled nurses are also trained in cancer care, palliative care, respiratory, rehabilitative care, and wound care. Transitional care through Wheaton Franciscan Healthcare offers advantages that no other provider can match. Hospital-based medical directors and consulting specialists provide extensive physician involvement. Outstanding clinical care is provided by teams of specially educated nurses, therapists, and other health care professionals. The integrated health care network ensures ready access to hospital, home health, outpatient, physician, and care management services. Spiritual support is offered to all patients and their loved ones, and comprehensive education helps prepare patients and their families for continued progress after discharge. The Transitional Care program is fortunate to receive support for various enrichment programs from the Wheaton Franciscan Healthcare-Circle of Life Foundation. Circle of Life Foundation programs of community impact are listed below. Wheaton Franciscan Healthcare-Pharmacy Enterprises Wheaton Franciscan Healthcare- Pharmacy Enterprises comprises four separate service lines that provide a unique form of pharmacy care in southeastern Wisconsin. Wheaton Franciscan Pharmacy has six full-service outpatient and clinic pharmacies in Wheaton Franciscan Healthcare hospitals and clinics in the Milwaukee metropolitan area. Annually, these pharmacies fill over 170,000 prescriptions. The Pharmacy staff takes great pride in their clinical excellence for both patients and physicians, along with individual patient service and support. The pharmacy's novel Hospital Discharge Program assists patients by filling their discharge prescriptions before going home with bedside delivery and consultations by the pharmacist. The same pharmacist makes follow-up phone calls to the patient at home for questions, monitoring, or access to medications. Wheaton Franciscan Pharmacy staff works diligently to help patients with special needs and financial challenges. Wheaton Franciscan Infusion Pharmacy is also a provider of complex IV therapy and specialty drugs administered in the home setting. Infusion Pharmacy partners with Wheaton Franciscan Home Health and Hospice to provide high quality in-home services to patients of all ages, allowing patients to remain in the comfort of their home during recovery. Infusion Pharmacy provides pharmacy service to all six counties in southeastern Wisconsin, including the Wheaton Franciscan Transitional and Extended Care facilities, Franciscan Woods, The Terrace at St Francis, and Lakeshore Manor. The pharmacy focuses on administration methods and devices for antibiotics, inotropic, oncology, pain management, and TPN therapies. The pharmacy partners with Wheaton Franciscan Home Health and Hospice throughout Southeast Wisconsin. Wheaton Franciscan Congregate Living Pharmacy provides specialized pharmacy services to Transitional and Extended Care facilities, Assisted Living Facilities, Group Homes, and Convents in southeastern Wisconsin. The pharmacy filled over 90,000 prescriptions to 1,800 residents in 2014. The pharmacy provides novel and tailored dispensing systems to these varied settings. The pharmacists have specialized training in senior care pharmacy, which promotes a greater degree of clinical intervention and systems support for the resident, facility, nurse, physician, and family. Wheaton Franciscan Pharmacy-Contract Pharmacy Management provides both 340B Program technical resources and oversight to Wheaton Franciscan Pharmacy Enterprises, along with managing a network of Non-Wheaton Franciscan Healthcare contract 340B pharmacies in southeastern Wisconsin and Iowa. All of the Wheaton Franciscan Pharmacy Enterprise locations serve financially challenged patients and all locations contribute to the community health benefit by services to the poor and services to the community (non-billable services, Charity Care, Health Professional Education, and Financial Contributions). All of the savings generated from the Wheaton Franciscan Healthcare 340B Contract Pharmacy Program are given to the hospital to support indigent care programs. Wheaton Franciscan Home Heath & Hospice Wheaton Franciscan Home Health & Hospice is a full-service home care and hospice agency with offices in Milwaukee and Racine. More than 7,400 patients from throughout Southeast Wisconsin received home health and hospice care last year through the agency. More than 107,000 home health visits are provided each year to patients ranging in age from newborn to 105. Registered nurses provide 59% of home visits; 30% are provided by therapists (physical, occupational, and speech); 10% are provided by Home Health Aides/Homemaker Companions; and 1% is provided by medical social workers. Wheaton Franciscan Home Health also offers flu vaccinations at multiple locations throughout the community. Wheaton Franciscan Home Health delivers high quality, in-home services enabling individuals to remain in the comfort of their homes during illness and recovery. Individuals who benefit from Wheaton Franciscan Home Health include children who suffer from congenital health problems, asthma or juvenile diabetes; adults dealing with injuries or degenerative diseases; expectant mothers managing complications of pregnancy; cancer patients requiring IV therapy; and seniors who need medical assistance and care to remain in their own homes. Other specialty programs include the in-home falls prevention program; heart failure disease management; newborn phototherapy; pediatric therapy; maternal/child program; mental health; chemotherapy; case management/coordination; and bath service. Wheaton Franciscan Hospice combines outstanding medical care with compassion and support for patients and their families. Hospice is not a place; it is a compassionate manner of caring for those who cannot be cured, providing comfort and enhancing quality of life with a holistic approach that includes the patient, family, and close friends. Wheaton Franciscan Hospice offers a full range of hospice services tailored to meet the needs of the individual. Care is delivered by a team that includes the family caregiver, physician, nurses, social workers, spiritual care staff, home health aides, and volunteers. Other health care professionals such as dietitians or physical therapists may also be involved. Follow-up bereavement counseling is provided to the family for up to one year. Nursing support is available over the phone or in-home visits as needed, 24 hours a day, seven days a week. Hospice settings include the patient's home, one of three Wheaton Franciscan Healthcare transitional care facilities, and Wheaton Franciscan Healthcare hospitals. In each venue, care is coordinated by the same hospice team, providing continuity of care when a change of setting is required. In FY15 Wheaton Franciscan Hospice provided more than 29,000 hospice days of care to 931 patients and their families. Most Home Health and Hospice care provided is reimbursed by private insurance, HMOs, and government programs, if qualifying and eligibility criteria are met. These sources do not completely cover the costs of care, particularly for hospice services, and reimbursement does not provide funds for other quality-of-life needs. Support from the Circle of Life Foundation helps offset some funding shortfalls, but Home Health and Hospice programs are in need of continuing financial support. Wheaton Franciscan Healthcare - Circle of Life Foundation Wheaton Franciscan Healthcare - Circle of Life Foundation was established in 2004 to support vital programs that bring care, comfort and hope to people of all ages, races, and denominations across the continuum of care. The Foundation and the programs it supports are not bound by geography or a specific hospital service area and touch more than 48,000 lives in seven Southeast Wisconsin counties each year. Specific examples of how Wheaton Franciscan Healthcare - Circle of Life Foundation helps meet the needs of the community include: -Wheaton Franciscan Home Health: Wheaton Franciscan Home Health brings its exceptional health care into patients' homes, including burn and wound care; asthma o |
| SCHEDULE O (2 OF 3) | 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 LINE 6-8(B) Wheaton Franciscan Healthcare-Pharmacy Enterprises & Franciscan Woods Inc. has one member which holds several reserved powers over Wheaton Franciscan Healthcare-Pharmacy Enterprises & Franciscan Woods 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, Line 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. |
| SCHEDULE 0 (3 OF 3) | 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 C Line 19 Affiliates of Wheaton Franciscan Healthcare and Franciscan Ministries provide 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. Requests for information are considered on a case-by-case basis, and this process is outlined in our Public Disclosure Policy. As part of the requirements for tax exempt bond financing, the consolidated financial statements of Wheaton Franciscan Services, Inc. (#36-3262111) are required to be provided each quarter to the Municipal Securities Rule Making Board (MSRB). The vehicle used to accomplish this is through an external website (http://emma.msrb.org/) referred to as "EMMA" (Electronic Municipal Market Access System). The financial statements are uploaded each quarter to the website, and along with other information provided at the bond's inception, are available for viewing by the general public. Part VII Column B Wheaton Franciscan Healthcare and Franciscan Ministries are a controlled group of related healthcare and housing 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. 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 taxpayer's 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (true) |
| 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 - I | WF INC | false |
| WHEATON FRANCISCAN LABORATORIES INC | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 391701402 | LABORATORY | WI | 501(c)(3) | 9 | WFH-SE WI | false |
| WFH - ST FRANCIS INC | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 390907740 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WF - ST JOSEPH FOUNDATION INC | ||||||||||
| 5000 WEST CHAMBERS STREET | MILWAUKEE | WI | 53210 | 391636804 | FOUNDATION | WI | 501(c)(3) | 11 - I | WF INC | false |
| WHEATON FRANCISCAN INC | ||||||||||
| 5000 WEST CHAMBERS STREET | MILWAUKEE | WI | 53210 | 390816857 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 320135258 | FOUNDATION | WI | 501(c)(3) | 11 - I | WFH-SFH | false |
| ELMBROOK AUXILIARY | ||||||||||
| 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 | ||||||||||
| 3200 SOUTH 20TH STREET | MILWAUKEE | WI | 53215 | 391486775 | NURSING HOME | WI | 501(c)(3) | 9 | WFH-SE WI | false |
| WFH - FRANKLIN INC | ||||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53132 | 562592868 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WHEATON WAY CONDO OWNERS ASSCN INC | ||||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53132 | 300659830 | CONDO ASSCN | WI | N/A | N/A | WFH-FRKLN | false |
| METRO PHYSICIANS INC | ||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 943436893 | MED GROUP | WI | 501(c)(3) | 3 | WFMG | false |
| MARIANJOY INC | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 363483589 | HOLDING CO | IL | 501(c)(3) | 11 - III-FI | WFSI | false |
| MARIANJOY FOUNDATION INC | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 352165613 | FOUNDATION | IL | 501(c)(3) | 7 | MJ HOSP | false |
| MARIANJOY REHAB CENTER AUXILIARY INC | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 363896976 | AUXILIARY | IL | 501(c)(3) | 11 - I | MJ HOSP | false |
| MARIANJOY REHAB HOSPITAL & CLINICS INC | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 362680776 | REHAB HOSPITA | IL | 501(c)(3) | 3 | MARIANJOY | false |
| REHABILITATION MEDICINE CLINIC INC | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 363236791 | MEDICAL GRP | IL | 501(c)(3) | 3 | MARIANJOY | false |
| OSF SERVICES INC | ||||||||||
| PO Box 667 | WHEATON | IL | 601870667 | 391471463 | HOLDING CO | WI | 501(c)(3) | 11 - III-FI | WFSI | false |
| CANTICLE MINISTRIES INC | ||||||||||
| PO Box 667 | WHEATON | IL | 601870667 | 364091836 | HOUSING/ADVCY | IL | 501(c)(3) | 7 | OSF SVCS INC | false |
| FRANCISCAN SISTERS CHARITABLE FUND OF CO | ||||||||||
| 2626 OSCEOLA STREET | DENVER | CO | 80212 | 840733072 | AUXILIARY | CO | 501(c)(3) | 7 | OSF SVCS INC | false |
| SET MINISTRY INC | ||||||||||
| 2977 NORTH 50TH STREET | MILWAUKEE | WI | 53210 | 391618277 | SOCIAL WORK | WI | 501(c)(3) | 9 | OSF SVCS INC | false |
| ST CATHERINE'S HOSPITAL INC | ||||||||||
| 9555 76TH STREET | PLEASANT PRAIRIE | WI | 53158 | 390855075 | HOSPITAL | WI | 501(c)(3) | 3 | OSF SVCS INC | false |
| UHS INC (1) | ||||||||||
| 6308 EIGHTH AVENUE | KENOSHA | WI | 53143 | 391956749 | HOSPITAL | WI | 501(c)(3) | 3 | NONE | false |
| UPENDO VILLAGE NFP | ||||||||||
| PO Box 667 | WHEATON | IL | 601870667 | 331007368 | HIV SUPPORT | IL | 501(c)(3) | 9 | OSF SVCS INC | false |
| WFH - 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | WFSI | false | UK | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFH - CIRCLE OF LIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $18,349 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R FOOTNOTES | FormAndLineReferenceDesc |
| Explanation | (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. | ExplanationTxt |