WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC (EIN 39-1568865)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201641349349302854
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:56:06-05:00 | 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 | 391568865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEATON FRANCISCAN HEALTHCARE SOUTHEAST | BusinessNameLine1Txt |
| Business Name Line2 | WISCONSIN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH A RITTER | InCareOfNm |
| Business Name Control | WHEA | BusinessNameControlTxt |
| Phone | 4144653000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST RIVER WOODS PARKWAY | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN W SOHN | PersonNm |
| Person Title | SENIOR VP & 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 | $386,712,699 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wfhealthcare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY MISSION OF WFH SE WI INC IS TO PROVIDE OVERSIGHT AND PROVIDE ADMINISTRATIVE SUPPORT TO THOSE ORGANIZATIONS SUPPORTED BY THIS REGIONAL HOLDING COMPANY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1763 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $324,954 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$51,296 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,011,344 | PYContributionsGrantsAmt |
| CY Contributions Grants | $99,282 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $219,497,382 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $222,393,707 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,581,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,884,769 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,532,199 | PYOtherRevenueAmt |
| CY Other Revenue | $8,190,743 | CYOtherRevenueAmt |
| PY Total Revenue | $232,622,297 | PYTotalRevenueAmt |
| CY Total Revenue | $234,568,501 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,228,688 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,339,242 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,448,009 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,583,806 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $164,538,727 | PYOtherExpensesAmt |
| CY Other Expenses | $171,644,805 | CYOtherExpensesAmt |
| PY Total Expenses | $214,215,424 | PYTotalExpensesAmt |
| CY Total Expenses | $218,567,853 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,406,873 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,000,648 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $641,382,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $705,414,588 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $682,740,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $730,772,501 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$41,358,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$25,357,913 | 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 |
| Activity | 561000 | ActivityCd |
| Expense | $110,568,553 | ExpenseAmt |
| Grant | $3,339,242 | GrantAmt |
| Revenue | $230,334,890 | 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 | $110,568,553 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | 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 | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1763 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 (41 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| John Andreoli | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Battista MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $628,661 | $24,821 | |||
| Deborah Blanks | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward Cichurski | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pankaj Dhingra MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $410,957 | $44,712 | |||
| David Engstrand MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $492,977 | $42,302 | |||
| Patricia Golden MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $192,705 | $29,029 | |||
| Chris Leberfing | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy LeSage MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $734,189 | $27,181 | |||
| John Lopez MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $253,705 | $45,707 | |||
| Thomas Mahn MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $453,849 | $49,527 | |||
| Raymond Manista | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James Mazzulla MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $250,313 | $39,245 | |||
| Kevin McCabe | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Meier MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $512,566 | $48,709 | |||
| Nico Meiland | |||||||||
| Secretary - Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| John Oliverio | |||||||||
| Chair - Director | 1.0 | 40.0 | Yes (X) | $0 | $2,273,133 | $233,673 | Yes (X) | ||
| Donald Roach MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $232,260 | $37,500 | |||
| Steven Ryder MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $617,387 | $42,956 | |||
| Sr Clarette Stryzewski | |||||||||
| Vice Chair - Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Glenn Wilder | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Raymond Wilson | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Lepore | |||||||||
| Sr VP and Chief Operating Offi | 1.0 | 40.0 | $0 | $647,007 | $56,732 | Yes (X) | |||
| Gregory Smith | |||||||||
| Sr VP and Chief Info Officer | 1.0 | 40.0 | $0 | $571,658 | $64,958 | Yes (X) | |||
| Jonathan Sohn | |||||||||
| Sr VP and Chief Financial Offi | 1.0 | 40.0 | $0 | $623,808 | $84,989 | Yes (X) | |||
| Susan Boland | |||||||||
| President, South Market | 1.0 | 40.0 | $0 | $431,489 | $65,260 | Yes (X) | |||
| Brenda Bowers | |||||||||
| Sr VP Org Change & Leader Dev | 1.0 | 40.0 | $0 | $376,412 | $73,244 | Yes (X) | |||
| Richard Canter | |||||||||
| Sr VP Strategy and Corp Affair | 1.0 | 40.0 | $0 | $619,631 | $260,555 | Yes (X) | |||
| Coreen Dicus-Johnson | |||||||||
| Sr VP Physician and Revenue Op | 1.0 | 40.0 | $0 | $477,597 | $61,508 | Yes (X) | |||
| Wayne Frangesch | |||||||||
| Sr VP Human Resources | 1.0 | 40.0 | $0 | $438,399 | $62,428 | Yes (X) | |||
| James Gresham | |||||||||
| Sr VP Continuing Care Services | 1.0 | 40.0 | $0 | $254,356 | $97,719 | Yes (X) | |||
| Rita Hanson-Melzer MD | |||||||||
| System Chief Medical Officer | 1.0 | 40.0 | $0 | $576,755 | $73,988 | Yes (X) | |||
| Sarah Herzog | |||||||||
| Sr VP General Counsel | 1.0 | 40.0 | $0 | $446,182 | $60,876 | Yes (X) | |||
| Therese Rocole | |||||||||
| Sr VP Mission Services | 1.0 | 40.0 | $0 | $265,216 | $51,652 | Yes (X) | |||
| Debra Standridge | |||||||||
| President - North Market | 1.0 | 40.0 | $0 | $475,455 | $67,171 | Yes (X) | |||
| Julie Swiderski | |||||||||
| Senior VP Strategic Iniatives | 1.0 | 40.0 | $0 | $238,624 | $76,149 | Yes (X) | |||
| Ronald Boecker | |||||||||
| Vp-Facilities & Construction | 1.0 | 40.0 | $185,970 | $0 | $39,289 | Yes (X) | |||
| Mark Charbogian | |||||||||
| Vp-Lab Srvcs Se Wi | 1.0 | 40.0 | $158,198 | $0 | $40,820 | Yes (X) | |||
| Yata Naigow | |||||||||
| Wsst Rn (Fte) Spclty-Acute | 1.0 | 40.0 | $177,142 | $0 | $9,314 | Yes (X) | |||
| Abigail Navti-Abongwa | |||||||||
| Vp-Revenue Cycle Operations | 1.0 | 40.0 | $224,165 | $0 | $23,107 | Yes (X) | |||
| Ann Saqr | |||||||||
| Vp-Marketing-Se Wi | 1.0 | 40.0 | $164,659 | $0 | $24,357 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $910,134 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,495,291 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,959,478 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JIGSAW LLC | |||||
| 710 N PLANKINTON AVE 9TH FLOOR | MILWAUKEE | WI | 53203 | GRAPHIC ARTS | $5,040,606 |
| NCO FINANCIAL SYSTEMS INC | |||||
| 24866 NETWORK PLACE | CHICAGO | IL | 60673 | BILLING/COLLECTION | $1,066,926 |
| MEDE ANALYTICS | |||||
| 5858 HORTON STREET STE 475 | EMERYVILLE | CA | 94608 | BUSINESS CONSULTANT | $1,397,675 |
| PATRIOT MED TECH OF OHIO INC | |||||
| 7100 COMMERCE WAY STE 280 | BRENTWOOD | TN | 37027 | PURCHASED SERVICES | $9,951,610 |
| STATE COLLECTION SERVICE | |||||
| PO BOX 6037 | MADISON | WI | 53716 | COLLECTION | $2,603,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $85,532 | RelatedOrganizationsAmt |
| Government Grants | $13,750 | GovernmentGrantsAmt |
| Total Contributions | $99,282 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUPPORT SERVICES | 561000 | $197,923,606 | $197,857,276 | $66,330 |
| LAUNDRY SERVICES | 812300 | $5,677,772 | $5,419,148 | $258,624 |
| INTERCOMPANY RENT | 900099 | $185,909 | $185,909 | |
| JOINT VENTURE REVENUE | 900099 | $17,608,692 | $17,608,692 | |
| RESEARCH REVENUE | 900099 | $997,728 | $997,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $222,393,707 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,992,829 | TotalRevenueColumnAmt |
| Exclusion | $1,992,829 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $249,560 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $249,560 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $249,560 | TotalRevenueColumnAmt |
| Exclusion | $249,560 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,809,619 | SecuritiesAmt |
| Other | $226,519 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,144,198 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,665,421 | SecuritiesAmt |
| Other | $226,519 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,891,940 | TotalRevenueColumnAmt |
| Exclusion | $1,891,940 | ExclusionAmt |
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 | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PURCHASED SERVICE REVENUE MOSH | 900099 | $3,938,804 | $3,938,804 |
| MEDICAL RECORDS REVENUE | 900099 | $627,278 | $627,278 |
| OTHER REVENUE | 900099 | $3,375,101 | $3,375,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,941,183 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,568,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $230,009,936 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $324,954 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,134,329 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,324,242 | TotalAmt |
| Program Services | $3,324,242 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
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 | $60,856 | TotalAmt |
| Program Services | $60,856 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,612,089 | TotalAmt |
| Program Services | $39,612,089 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,910,861 | TotalAmt |
| Program Services | $3,910,861 | 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 | $6,375 | TotalAmt |
| Management And General | $6,375 | ManagementAndGeneralAmt |
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 | $117,045 | TotalAmt |
| Program Services | $117,045 | ProgramServicesAmt |
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 | $340,230 | TotalAmt |
| Management And General | $340,230 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,811,276 | TotalAmt |
| Program Services | $6,811,276 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,338,812 | TotalAmt |
| Program Services | $6,338,812 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,146,228 | TotalAmt |
| Program Services | $5,146,228 | 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 | $1,983,372 | TotalAmt |
| Program Services | $1,983,372 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,984 | TotalAmt |
| Program Services | $199,984 | 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 | $80,841 | TotalAmt |
| Program Services | $80,841 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,200,619 | TotalAmt |
| Management And General | $12,200,619 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,864 | TotalAmt |
| Program Services | $1,317,864 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,746 | TotalAmt |
| Program Services | $41,746 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MANAGEMENT FEES | $124,536,170 | $29,084,094 | $95,452,076 |
| OTHER PURCHASED SERVICE | $10,173,051 | $10,173,051 | |
| REPAIRS AND MAINTENANCE | $800,301 | $800,301 | |
| MEMBERSHIP FEE | $716,182 | $716,182 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,709 | TotalAmt |
| Program Services | $834,709 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,567,853 | TotalAmt |
| Program Services | $110,568,553 | ProgramServicesAmt |
| Management And General | $107,999,300 | 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 | $750 | BOYAmt |
| EOY | $750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,838,019 | BOYAmt |
| EOY | $170,101,992 | 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 | $0 | BOYAmt |
| EOY | $3,015 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,431 | BOYAmt |
| EOY | $230,526 | 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 | $592,145 | BOYAmt |
| EOY | $592,099 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,028,668 | BOYAmt |
| EOY | $4,204,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,648,988 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,167,317 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,653,560 | BOYAmt |
| EOY | $46,481,671 | 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 | $39,856,819 | BOYAmt |
| EOY | $38,475,156 | 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 | $430,173,999 | BOYAmt |
| EOY | $445,325,192 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,382,391 | BOYAmt |
| EOY | $705,414,588 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,828,519 | BOYAmt |
| EOY | $477,066,667 | 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 | $252,912,433 | BOYAmt |
| EOY | $253,705,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,740,952 | BOYAmt |
| EOY | $730,772,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$41,358,561 | BOYAmt |
| EOY | -$25,357,913 | 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 | -$41,358,561 | BOYAmt |
| EOY | -$25,357,913 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,382,391 | BOYAmt |
| EOY | $705,414,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,000,648 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 9 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (9 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WFH - WHEATON FRANCISCAN INC | ||||
| 390816857 | 3 | false | $34,406,624 | $0 |
| WFH - ST FRANCIS INC | ||||
| 390907740 | 3 | false | $15,665,324 | $0 |
| WFH - FRANKLIN INC | ||||
| 562592868 | 3 | false | $4,269,002 | $0 |
| WFH PHARMACY ENT AND FRAN WOODS INC | ||||
| 391613624 | 9 | false | $2,616,252 | $0 |
| WFH - TERRACE AT ST FRANCIS INC | ||||
| 391486775 | 9 | false | $370,756 | $0 |
| WFH - HOME HEALTH AND HOSPICE INC | ||||
| 391559428 | 3 | false | $315,325 | $0 |
| WHEATON FRANCISCAN MEDICAL GROUP INC | ||||
| 391791586 | 3 | false | $9,003,538 | $0 |
| WHEATON FRANCISCAN LABORATORIES INC | ||||
| 391701402 | 9 | false | $6,416,719 | $0 |
| WFH - ALL SAINTS INC | ||||
| 391264986 | 3 | false | $20,869,855 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 9 | SupportedOrganizationsTotalCnt |
| Support Sum | $93,933,395 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | Yes (true) | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV Section A Line 1: | Our supported organizations are not normally listed by name in the governing documents. Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. is a Tier II parent organization, and due to long-standing historical relationships as well as relationships that are officially delineated in our organizational chart, supports all organizations at the Tier III level that are not themselves supporting organizations. Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. provides this support by way of corporate oversight and related administrative and program services such as Payroll, Human Resources, Legal Services, and many others, which result in monetary equity transfers and intercompany journal entries that provide "support". |
| Part IV Section A Line 6: | Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. is a Tier II parent organization that is part of a controlled group of healthcare provider organizations. As such, it is common to have intercompany journal entries that result in support being provided to other supporting organizations within the group that may provide additional support to one or more of the same supported organization. Additionally, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. provides certain support to a 50% owned joint venture under a purchased services agreement. |
| Part IV Section A Line 9c: | Please see Schedule L Pt V for the detailed disclosure on a loan provided to Brookfield Surgical Investments LLC, a business which Dr. David Engstrand is a member. |
| Part IV Section D Line 1: | By the last day of the 5th month (Nov 30th) following the close of the tax year (June 30th) a spreadsheet is developed listing tentative support amounts that were compiled prior to audit. This spreadsheet is disbursed amongst regions, and audits are conducted across the Wheaton Franciscan System - most consolidated as part of the parent organization, some separate, and some, due to size, are not audited. Final support amounts are calculated as part of the 990 preparation, and full copies of all 990's are provided via a board portal to all supported organizations. Any changes to bylaws, articles, or other governing documents are also provided with the filing of the 990, and all information is available earlier upon request. |
| Part IV Section D Line 3: | All supported organizations and their respective boards, investment committees, and investment managers, have sole discretion on all investment policies and decisions as they relate to the group of controlled healthcare organizations under the parent organization, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. |
| Part IV Section E Lines 3a-3b: | Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and its supported organizations have several members of its governing bodies that serve on common boards. These members hold reserved powers that 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 policies, and approval of budgets and strategic plans. These approvals are based on recommendations from the governing body. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $26,641 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $90,404 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $117,045 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C Part II-B Line 1i: | FormAndLineReferenceDesc |
| Explanation | 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 Healthcare - Southeast Wisconsin, Inc. #39-1566865 $117,045 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,881,786 | OtherCostOrOtherBasisAmt |
| Book Value | $32,881,786 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,750,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,785,855 | DepreciationAmt |
| Book Value | $10,964,220 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $383,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $378,024 | DepreciationAmt |
| Book Value | $5,246 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,461,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,348,744 | DepreciationAmt |
| Book Value | $2,113,034 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,172,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $654,694 | DepreciationAmt |
| Book Value | $517,385 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,481,671 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT MIDWEST ORTHOPEDIC | $19,696,552 | C |
| INVESTMENT WF HOLDINGS | $18,650,000 | C |
| INVESTMENT WF ENTERPRISES | $128,604 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $38,475,156 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| AR AFFILIATED ORGANIZATIONS | $442,494,682 |
| ACCOUNTS RECEIVABLE OTHER | $1,766,224 |
| OTHER ASSETS | $1,064,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $445,325,192 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCTS PAYABLE AFFILIATED ORGS | Desc |
| Amt | $253,705,834 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $253,705,834 | TotalLiabilityAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $76,689 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $76,689 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,079,087 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $465,989 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,613,098 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00740 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,155,776 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $465,989 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,689,787 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00780 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $981,883 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $981,883 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00450 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $614,275 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $614,275 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00280 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $135,223 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $54,888 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $80,335 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $578,125 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $578,125 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,309,506 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $54,888 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,254,618 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01030 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,465,282 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $520,877 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,944,405 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01810 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $136,770 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $136,770 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $85,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $85,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $221,770 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $221,770 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $556,904 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $4,212,833 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $4,355,661 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$142,828 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Orthopedic Hospital | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.50000 | OrgProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.50000 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10101 S 27TH STREET 2ND FLOOR | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTP://WWW.MYMOSH.COM | WebsiteAddressTxt |
| State License | 1070(WI) | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Other | ORTHOPEDIC ORTHOPEDIC ROTATION | OtherDesc |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.MYWHEATON.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 13 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.MYWHEATON.ORG | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.MYWHEATON.ORG | FAPAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H Part V Section B Line 3j, 5, 6a-6b, 7a, and 10a: | Midwest Orthopedic Specialty Hospital's "Health Needs Report" and "Answering the Call" provide additional detailed information in response to many of the Schedule H questions on our Community Health Needs Assessment and Implementation Plan. These reports can be directly accessed at www.mymosh.com by selecting "Midwest Orthopedic Specialty Hospital" then "In the Community". |
| Schedule H Part V Section B Line 5, 6a-6b and 7d: | Wheaton Franciscan Healthcare and Midwest Orthopedic Specialty Hospital LLC collaborated with several other area hospitals as part of its Community Health Needs Assessment process. Please reference the Community Health Needs Reports directly (website information provided above) for detailed information as to hospital participants for each of our hospital facilities. 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 and Midwest Orthopedic Specialty Hospital 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. |
| Schedule H Part V Section B Line 11: | 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 -High cholesterol -Nutrition and Obesity -Mental and behavioral health Due to the Midwest Orthopedic Specialty Hospital (MOSH) being a specialty hospital, Wheaton Franciscan Healthcare has assessed the resources available at MOSH when choosing the following priorities to address at this time. Please see the full Implementation Plan for additional ways we are addressing the following needs: -Improving Access to Specialty Orthopedic Care by: - Continue participating in Operation Walk with goal to increase the number of patients who can benefit from the program each year. - Continue donating time and resources for athletic training at area high schools. - Participate in the triathlete program - Provide community education regarding spine and joint pain. 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 MOSH were able to identify the needs that would be most impacted by the site. The top health needs identified by MOSH leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: -Alcohol Use: MOSH feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, MOSH has committed to supporting this need in a secondary capacity as necessary. -Violence: MOSH feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, MOSH has committed to supporting this need in a secondary capacity as necessary. -High Blood Pressure: MOSH feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, MOSH has committed to supporting this need in a secondary capacity as necessary. -High Cholesterol: MOSH feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, MOSH has committed to supporting this need in a secondary capacity as necessary. -Nutrition and Obesity: MOSH feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, MOSH has committed to supporting this need in a secondary capacity as necessary. -Mental and Behavioral Health: MOSH feels that this significant need is outside of our scope of services. Due to the lack of resources and expertise in this area, MOSH has committed to supporting this need in a secondary capacity as necessary. An in depth analysis can be found within our Community Health Needs Assessment Report and Implementation Plan through the attached URL provide above. |
| Schedule H Part V Section B Line 16d, 16g, and 16i: | Wheaton Franciscan Healthcare and Midwest Orthopedic Specialty Hospital take several proactive approaches to make our patients aware of our financial assistance policy. In addition to our policy being posted on our website and available to anyone who requests one, there is abundant signage throughout all of our facilities explaining our financial assistance policy and how to obtain the actual policy, if desired. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as in patient admitting and registration areas (both inpatient and outpatient settings), physician offices, and emergency departments. Brochures describing the policy are available in the same locations, and the policy is discussed at the time of registration or pre-registration, admission, discharge, and with billing for those identified with a need. Patients who either call or have been contacted by customer service regarding any difficulty in meeting their financial obligations undergo a quick screening process. If the patient is identified as a potential candidate for financial assistance, the customer service representative ensures that the patient receives the financial assistance application to get the process started, and educates the patient regarding any questions they may have. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc., one of the organizations in this controlled group of healthcare providers, owns a 50% interest in Midwest Orthopedic Specialty Hospital, and reports its own community benefit, and adds to this it's share of community benefit related to this 50% interest. For more information, please see our annual report at www.mywheaton.org, by selecting "About Wheaton", then "Community Impact," and scrolling down to "View Our Annual Report". |
| 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. Please note that Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. has reported the community benefit related to its 50% interest in Midwest Orthopedic Specialty Hospital, a hospital, in addition to its own community benefit. So although 50% of the hospital's community benefit has been reported on this filer's 990, the denominator in the community benefit percentage has used only Wheaton Franciscan Healthcare - Southeast Wisconsin's expenses, causing the overall percentage of community benefit reported on Line 7 to appear slightly overstated. |
| 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 $209,404 has not been included in the denominator of the calculation that determines the percentages reported on Schedule H Line 7 Column f. Note another $347,500 in bad debt attributable to SE WI from MOSH has not been included in this total since it does not appear in the expense section of this 990. |
| 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. Because Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. has a 50% interest in Midwest Orthopedic Specialty Hospital, a hospital facility, this Schedule H also reports one half of bad debt amounts reported by the hospital for the calendar year ending December 31, 2014, the year that falls within our fiscal year end reporting year. This amount of bad debt has been added only to Schedule H Part III Line 2, and not in the core form expense section. For June 30, 2015, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. had bad debt expense of $209,404. Midwest Orthopedic Specialty Hospital reported $695,000 in actual bad debt expenses for the calendar year ending December 31, 2014, $347,500 of which passes through to SE WI for a total bad debt amount reported of $556,904. 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. WFH - SE WI, Inc. has a 50% interest in Midwest Orthopedic Specialty Hospital, a hospital facility that has a different year end for cost reporting. As such, this 990 reports 50% of the Medicare shortfall or surplus figure using the cost reporting period for calendar year 2014, the year that falls within our fiscal reporting year ending June 30, 2015. 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. |
| 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 VI Line 2 | Wheaton Franciscan Healthcare and Midwest Orthopedic Specialty Hospital assess the needs of the communities they serve 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 hospital facilities, including Midwest Orthopedic Specialty Hospital 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 hospital facilities, including Midwest Orthopedic Specialty Hospital, provide 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, as well as Midwest Orthopedic Specialty Hospital's website. The policy is also discussed at the time of registration or pre-registration, upon admission, and again at discharge for all inpatient procedures. |
| Schedule H Part VI Line 4 | Please see detailed information provided at Schedule H Part V Section B Lines 1-12 and Part VI Line 5 |
| Schedule H Part VI Line 5 | WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN Wheaton Franciscan Healthcare's service to Southeast Wisconsin dates back to 1879 when the Franciscan Sisters began operating a health care ministry out of a small house. Five years later they opened their first hospital in Milwaukee - St. Joseph. Over the next 100 years, the Sisters - known as the Wheaton Franciscans after 1947 - expanded their Milwaukee health care ministry and, in 1993, partnered with the Felician Sisters. Through the union of numerous separate but common functions including Boards of Directors, medical groups, and corporate services, Wheaton Franciscan Healthcare has created a fully integrated region that allows it to share best practices and create cost efficiencies. WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN LIST OF ENTITIES Hospitals Wheaton Franciscan, Inc. (Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses) Wheaton Franciscan Healthcare - All Saints (Spring Street and Wisconsin Ave Campuses) Wheaton Franciscan Healthcare - St. Francis Wheaton Franciscan Healthcare - Franklin Midwest Orthopedic Specialty Hospital (joint venture) Wheaton Franciscan Medical Group More than 300 physicians in 50 specialty and primary care locations across Southeast Wisconsin. Transitional & Extended Care Wheaton Franciscan Healthcare - Franciscan Woods Wheaton Franciscan Healthcare - Lakeshore Manor Wheaton Franciscan Healthcare - The Terrace at St. Francis Outpatient Centers Wheaton Franciscan - Brown Deer Campus Wheaton Franciscan - Wauwatosa Campus Wheaton Franciscan Healthcare - St. Francis Medical Arts Pavilion Wheaton Franciscan Healthcare - St. Francis Outpatient Center Service Lines Wheaton Franciscan Cancer Care Wheaton Franciscan Women and Infants Wheaton Franciscan Diabetes Care Wheaton Franciscan Heart Care Wheaton Franciscan Mental Health and Addiction Care Wheaton Franciscan Orthopedic Care Wheaton Franciscan Rehabilitation Services Wheaton Franciscan Senior Care Midwest Orthopedic Specialty Services Restore Integrated Work Injury Solutions Home Health & Hospice Wheaton Franciscan Home Health Wheaton Franciscan Hospice Wheaton Franciscan Medical Equipment Team Pharmacy Wheaton Franciscan Pharmacy (multiple locations) Laboratory Wheaton Franciscan Laboratory Philanthropic Foundations Wheaton Franciscan Healthcare - All Saints Foundation Wheaton Franciscan Healthcare - Circle of Life Foundation Wheaton Franciscan Healthcare - Foundation for St. Francis and Franklin Wheaton Franciscan - Elmbrook Memorial Foundation Wheaton Franciscan - St. Joseph Foundation WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT IN SOUTHEAST WISCONSIN / 2015 Charity Care: $28,891,733. 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: $98,901,595. 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: $1,311,065. 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: $1,031,340. 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: $3,223,023. Health professions education is defined as direct costs incurred for accredited training and education programs for physicians, nurses, allied health professionals and technicians (does not include ongoing education for staff). Community Building Activities: $434,015. Community building activities are defined as programs that, while not directly related to health care, provide opportunities to address the root causes of health problems, such as poverty, homelessness, and environmental issues. Costs for these activities include cash and in-kind donations. Community Benefit Operations: $276,512. Community benefit operations are defined as costs associated with dedicated staff and community health needs and/or assets assessment, as well as other costs associated with community benefit strategy and operations. Research: $80,335. Research is defined as costs incurred for health-related research, such as medical equipment testing, controlled studies of therapeutic protocols, and studies of health care delivery methods. Subsidized Health Services: $4,830,910. Subsidized health services are defined as the negative margin for clinical services that are provided despite a financial loss because of an identified community need that would need to be met by the government or another not-for-profit if it was not offered. The financial losses are so significant that negative margins remain after removing the effects of charity care, bad debt, and Medicaid shortfalls. TOTAL BENEFIT TO THE COMMUNITY IN SOUTHEAST WISCONSIN FOR 2015: $138,980,528. WHEATON FRANCISCAN HEALTHCARE IN SE WI ENTITY-SPECIFIC PROFILES: Wheaton Franciscan Healthcare - Southeast Wisconsin (Milwaukee, Wisconsin) As the parent organization for the Milwaukee and Racine entities, Wheaton Franciscan Healthcare - Southeast Wisconsin provides support for all other organizations throughout the system. Finance, Accounting, Administrative, Purchasing, Human Resources, Diversity, and Organizational Development, summarize some of the supporting departments. Co-sponsored by the Wheaton Franciscan and Felician Sisters, the Southeast Wisconsin region has 10,511 associates, making it one of the area's largest private employers. In addition to community benefit provided by our hospitals, our Southeast Wisconsin corporate entity has provided $4,166,175 in total community benefit to the poor and community. This total consists of $958,301 in Community Health Services (Non-billed Services), $614,275 in Health Professions Education (Clinical Education), $578,125 in Financial Contributions (Donations), $221,770 in Community Building Activities, $80,335 in Research, and $23,582 in Community Benefit Operations. Additionally, through the Midwest Orthopedic Specialty Hospital affiliation, an additional $1,613,098 in unreimbursed cost of government programs, as well as $76,689 in charity care was recognized. Note: These costs would be directly attributable to one or more hospitals in the region if the community benefit was not reported by the Southeast Wisconsin corporate entity. Midwest Orthopedic Specialty Hospital (Franklin, Wisconsin) Midwest Orthopedic Specialty Hospital (MOSH) is a licensed 16-bed facility in Franklin, Wisconsin. The hospital, which opened in 2009, is a joint venture partnership between 24 independent orthopedic physicians and Wheaton Franciscan Healthcare - SE WI, Inc. MOSH offers comprehensive orthopedic services and pain management from board certified physicians in a high technology setting. Ancillary services, such as radiology, lab, pharmacy and rehabilitation services, are provided by Wheaton Franciscan Healthcare - Franklin. The goal is to help patients reach their highest levels of strength, function and independence. Staff includes medical specialists, as well as physical and occupational therapists. Together, they combine experience, skill and knowledge with leading-edge technology to provide exceptional instruction, treatment and follow-up care. A full-service imaging department is equipped with advanced digital imaging technology, including a CT scanner and MRI along with experienced, board-certified radiologists to provide comprehensive orthopedic care. The physicians focus on 14 areas of orthopedic services, with one patient-focused approach. Upon opening the hospital, the physicians and staff signed a commitment statement that promised patients three things: 1) That everything they do is for the patient's health and comfort; 2) That they perform all clinical and technical requirements to the best of their ability; 3) and that they establish a culture of mutual respect among physicians and employees to build the best possible patient experience. As a result, patient satisfaction scores have routinely been in the 90th percentile in every category for three consecutive years, and for this MOSH has won the prestigious Press Ganey Summit Award and Guardian of Excellence award for both patient satisfaction and clinical quality. |
| Schedule H Part VI Line 6 | Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. is a member of the Wheaton Franciscan Healthcare system, which operates an integrated health care delivery system in Southeast Wisconsin. Southeast Wisconsin holds a 50% interest in a hospital facility, Midwest Orthopedic Specialty Hospital, and guides the charitable activities of the hospital, in order to ensure exempt operations are in place consistent with other Wheaton Franciscan Healthcare entities. In completing its role, many community benefit activities that would otherwise be undertaken directly by the hospital are undertaken by Wheaton Franciscan Healthcare on behalf of its member hospitals and other organizations, even though Midwest Orthopedic Specialty Hospital is first seen as a community hospital which serves its own direct community. Originally established by the Franciscan Sisters, Daughters of the Sacred Hearts of Jesus and Mary, St. Clara Province (the "Wheaton Franciscan Sisters"), Wheaton Franciscan Healthcare is dedicated to improving the lives of the patients it serves not only by providing exceptional and compassionate care, but by dedicating resources to the communities we serve. |
| Schedule H Part VI Line 7 | Wheaton Franciscan Healthcare operates several health care organizations and files community benefit reports in Illinois as required by Illinois state law. In two other states where Wheaton Franciscan Healthcare conducts business (Iowa and Wisconsin), community benefit reporting is not required, but Wheaton voluntarily makes this information available on several websites. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 660 E MASON ST STE 200 | MILW | WI | 53202 | 135613797 | 501(C)(3) | $9,500 | DONATION |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2949 N MAYFAIR RD | MILWAUKEE | WI | 53222 | 204392201 | 501(C)(3) | $6,000 | DONATION |
| KOMEN MILWAUKEE AFFILIATE | |||||||
| 2025 W OKLAHOMA AVE | MILWAUKEE | WI | 53215 | 752844639 | 501(c)(3) | $10,000 | DONATION |
| WFH TERRACE AT ST FRANCIS INC | |||||||
| 3200 SOUTH 20TH STREET | MILWAUKEE | WI | 53225 | 391486775 | 501(c)(3) | $362,797 | EQUITY TRANSFER |
| WFH PHARMACY ENT and FRAN WOODS INC | |||||||
| 19525 W NORTH AVE | BROOKFIELD | WI | 53005 | 391613624 | 501(c)(3) | $1,826,693 | EQUITY TRANSFER |
| SET MINISTRY INC | |||||||
| 2977 N 50TH STREET | MILWAUKEE | WI | 53210 | 391618277 | 501(c)(3) | $9,327 | DONATION |
| OSF SERVICES INC | |||||||
| PO BOX 667 | WHEATON | IL | 601870667 | 391471463 | 501(c)(3) | $445,600 | DONATION |
| AMERICAN CANCER SOCIETY | |||||||
| N19W24350 RIVERWOOD DR | PEWAUKEE | WI | 53072 | 410724036 | 501(c)(3) | $10,000 | DONATION |
| UNITED WAY OF GREATER MILWAUKEE | |||||||
| 225 WEST VINE STREET | MILWAUKEE | WI | 53207 | 390806190 | 501(c)(3) | $400,000 | DONATION |
| HISPANIC PROFESSIONALS OF GREATER MILWAUKEE | |||||||
| 614 W NATIONAL AVE | MILWAUKEE | WI | 53204 | 900098434 | 501(c)(3) | $6,000 | DONATION |
| ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY | |||||||
| 10005 W BLUE MOUND ROAD | MILWAUKEE | WI | 53226 | 396077242 | 501(C)(3) | $9,000 | DONATION |
| ARCHDIOCESE OF MILWAUKEE | |||||||
| PO BOX 07912 | MILWAUKEE | WI | 532070912 | 390807221 | 501(C)(3) | $25,000 | DONATION |
| AMERICAN LUNG ASSOCIATION OF WISCONSIN | |||||||
| 13100 W LISBON RD 700 | BROOKFIELD | WI | 53005 | 204392201 | 501(C)(3) | $5,500 | DONATION |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY WI | |||||||
| 1120 JAMES DRIVE | HARTLAND | WI | 53029 | 391139220 | 501(C)(3) | $10,000 | DONATION |
| OAK CREEK PUBLIC LIBRARY FOUNDATION | |||||||
| 8620 S HOWELL AVE | OAK CREEK | WI | 53154 | 455169633 | 501(c)(3) | $50,000 | DONATION |
| ELMBROOK YOUTH HOCKEY ASSC | |||||||
| PO BOX 2094 | BROOKFIELD | WI | 53008 | 391726681 | 501(c)(3) | $15,000 | DONATION |
| BRAIN BRAWN & BODY LLC | |||||||
| 2740 N SHERMAN BLVD | MILW | WI | 53210 | 462072735 | 501(C)(3) | $15,000 | DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FAITHE COLAS | GrantTypeTxt |
| Non Cash Assistance | Sponsorship | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | Wheaton Franciscan Healthcare and Franciscan Ministries maintain files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare and/or Franciscan Ministries. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare or housing related activities within the Southeast Wisconsin, Iowa, and Illinois markets, supporting programming that work to further diversity and cultural competency, aligning with other WFH business relationships or service lines, supporting student academic achievement or workforce development initiatives, and finally, supporting environmental "green" initiatives. Leaders periodically meet with representatives of sponsored organizations to discuss objectives including how dollars will be spent. Additionally, Wheaton Franciscan Healthcare may, at a later date, ask for documentation in order to monitor that funds were spent for their intended purpose. Currently, confirmation letters are sent to sponsored organizations when award dollars are given, that confirm the dollar amount awarded and the intended purpose, with a request that the recipient acknowledge receipt of the funds in written correspondence. Files are maintained in the Organizational Change and Leadership Performance Department to include copies of letters of request, award and denial letters, additional documentation if requested, and acknowledgement receipts from sponsored organizations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 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 (31 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronald Boecker | ||||||||||||||
| Vp-Facilities & Construction | $155,997 | $0 | $29,200 | $0 | $773 | $0 | $13,131 | $0 | $26,158 | $0 | $225,259 | $0 | $0 | $0 |
| Mark Charbogian | ||||||||||||||
| Vp-Lab Srvcs Se Wi | $156,298 | $0 | $0 | $1,900 | $0 | $19,455 | $0 | $21,365 | $0 | $199,018 | $0 | $0 | $0 | |
| Yata Naigow | ||||||||||||||
| Wsst Rn (Fte) Spclty-Acute | $177,090 | $0 | $0 | $52 | $0 | $8,884 | $0 | $430 | $0 | $186,456 | $0 | $0 | $0 | |
| Abigail Navti-Abongwa | ||||||||||||||
| Vp-Revenue Cycle Operations | $189,330 | $0 | $34,400 | $0 | $435 | $0 | $18,788 | $0 | $4,319 | $0 | $247,272 | $0 | $0 | $0 |
| Ann Saqr | ||||||||||||||
| Vp-Marketing-Se Wi | $163,720 | $0 | $0 | $939 | $0 | $13,285 | $0 | $11,072 | $0 | $189,016 | $0 | $0 | $0 | |
| Joseph Battista MD | ||||||||||||||
| Director | $0 | $622,130 | $0 | $0 | $6,531 | $0 | $18,526 | $0 | $6,295 | $0 | $653,482 | $0 | $0 | |
| Susan Boland | ||||||||||||||
| President, South Market | $0 | $417,944 | $0 | $0 | $13,545 | $0 | $38,241 | $0 | $27,019 | $0 | $496,749 | $0 | $0 | |
| Brenda Bowers | ||||||||||||||
| Sr VP Org Change & Leader Dev | $0 | $287,480 | $0 | $73,300 | $0 | $15,632 | $0 | $33,089 | $0 | $40,155 | $0 | $449,656 | $0 | $0 |
| Richard Canter | ||||||||||||||
| Sr VP Strategy and Corp Affair | $0 | $405,196 | $0 | $197,600 | $0 | $16,835 | $0 | $233,957 | $0 | $26,598 | $0 | $880,186 | $0 | $0 |
| Pankaj Dhingra MD | ||||||||||||||
| Director | $0 | $410,130 | $0 | $0 | $827 | $0 | $18,555 | $0 | $26,157 | $0 | $455,669 | $0 | $0 | |
| Coreen Dicus-Johnson | ||||||||||||||
| Sr VP Physician and Revenue Op | $0 | $409,727 | $0 | $57,000 | $0 | $10,870 | $0 | $36,688 | $0 | $24,820 | $0 | $539,105 | $0 | $0 |
| David Engstrand MD | ||||||||||||||
| Director | $0 | $490,466 | $0 | $0 | $2,511 | $0 | $13,845 | $0 | $28,457 | $0 | $535,279 | $0 | $0 | |
| Wayne Frangesch | ||||||||||||||
| Sr VP Human Resources | $0 | $327,486 | $0 | $101,800 | $0 | $9,113 | $0 | $38,720 | $0 | $23,708 | $0 | $500,827 | $0 | $0 |
| Patricia Golden MD | ||||||||||||||
| Director | $0 | $192,216 | $0 | $0 | $489 | $0 | $15,907 | $0 | $13,122 | $0 | $221,734 | $0 | $0 | |
| James Gresham | ||||||||||||||
| Sr VP Continuing Care Services | $0 | $237,005 | $0 | $0 | $17,351 | $0 | $91,763 | $0 | $5,956 | $0 | $352,075 | $0 | $0 | |
| Rita Hanson-Melzer MD | ||||||||||||||
| System Chief Medical Officer | $0 | $426,705 | $0 | $137,100 | $0 | $12,950 | $0 | $44,749 | $0 | $29,239 | $0 | $650,743 | $0 | $0 |
| Sarah Herzog | ||||||||||||||
| Sr VP General Counsel | $0 | $329,742 | $0 | $104,100 | $0 | $12,340 | $0 | $33,853 | $0 | $27,023 | $0 | $507,058 | $0 | $0 |
| Michael Lepore | ||||||||||||||
| Sr VP and Chief Operating Offi | $0 | $455,082 | $0 | $162,500 | $0 | $29,425 | $0 | $37,378 | $0 | $19,354 | $0 | $703,739 | $0 | $0 |
| Timothy LeSage MD | ||||||||||||||
| Director | $0 | $732,493 | $0 | $0 | $1,696 | $0 | $21,910 | $0 | $5,271 | $0 | $761,370 | $0 | $0 | |
| John Lopez MD | ||||||||||||||
| Director | $0 | $252,890 | $0 | $0 | $815 | $0 | $21,780 | $0 | $23,927 | $0 | $299,412 | $0 | $0 | |
| Thomas Mahn MD | ||||||||||||||
| Director | $0 | $450,792 | $0 | $0 | $3,057 | $0 | $18,563 | $0 | $30,964 | $0 | $503,376 | $0 | $0 | |
| James Mazzulla MD | ||||||||||||||
| Director | $0 | $247,383 | $0 | $0 | $2,930 | $0 | $18,061 | $0 | $21,184 | $0 | $289,558 | $0 | $0 | |
| Mark Meier MD | ||||||||||||||
| Director | $0 | $506,188 | $0 | $0 | $6,378 | $0 | $18,526 | $0 | $30,183 | $0 | $561,275 | $0 | $0 | |
| John Oliverio | ||||||||||||||
| Chair - Director | $0 | $991,703 | $0 | $629,600 | $0 | $651,830 | $0 | $167,951 | $0 | $65,722 | $0 | $2,506,806 | $0 | $0 |
| Donald Roach MD | ||||||||||||||
| Director | $0 | $230,612 | $0 | $0 | $1,648 | $0 | $19,718 | $0 | $17,782 | $0 | $269,760 | $0 | $0 | |
| Therese Rocole | ||||||||||||||
| Sr VP Mission Services | $0 | $197,606 | $0 | $53,700 | $0 | $13,910 | $0 | $44,349 | $0 | $7,303 | $0 | $316,868 | $0 | $0 |
| Steven Ryder MD | ||||||||||||||
| Director | $0 | $616,457 | $0 | $0 | $930 | $0 | $22,014 | $0 | $20,942 | $0 | $660,343 | $0 | $0 | |
| Gregory Smith | ||||||||||||||
| Sr VP and Chief Info Officer | $0 | $338,475 | $0 | $108,400 | $0 | $124,783 | $0 | $31,424 | $0 | $33,534 | $0 | $636,616 | $0 | $0 |
| Jonathan Sohn | ||||||||||||||
| Sr VP and Chief Financial Offi | $0 | $468,060 | $0 | $146,500 | $0 | $9,248 | $0 | $56,080 | $0 | $28,909 | $0 | $708,797 | $0 | $0 |
| Debra Standridge | ||||||||||||||
| President - North Market | $0 | $464,088 | $0 | $0 | $11,367 | $0 | $42,347 | $0 | $24,824 | $0 | $542,626 | $0 | $0 | |
| Julie Swiderski | ||||||||||||||
| Senior VP Strategic Iniatives | $0 | $201,450 | $0 | $32,900 | $0 | $4,274 | $0 | $20,535 | $0 | $55,614 | $0 | $314,773 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J-Supplemental 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 are two long-term senior officials who are eligible for benefits under the plan, John Oliverio, Chief Executive Officer, and Greg Smith, Chief Information Officer. Under this plan, John Oliverio received a 2014 taxable payout of $628,324 and Greg Smith received a 2014 taxable payout of $111,092. 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 L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROOKFIELD SURGICAL | PersonNm |
| Relationship With Org | SEE PART V | RelationshipWithOrgTxt |
| Loan Purpose | PURCHASE OF MOB | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $586,070 | OriginalPrincipalAmt |
| Balance Due | $230,526 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | false | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $230,526 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L Pt II | FormAndLineReferenceDesc |
| Explanation | Dr. David Engstrand is an approx 20% owner in Brookfield Surgical Investments, an organization that holds a 27% ownership interest in Covenant Buildings, an entity that is indirectly owned by Wheaton Franciscan Healthcare - Southeast WI (WFH - SE WI) through their ownership of Wheaton Franciscan Enterprises, an organization that holds a 27% interest in Covenant Buildings LLC. WFH - SE WI provided a loan (through Covenant Buildings) to Brookfield Surgical Investments for the purchase of a medical office building in order to generate rental income. Since a portion of the debt owed by Brookfield Surgical Investments is attributable to Dr. Engstand as an owner, this loan is being disclosed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE O P 1 | FormAndLineReferenceDesc |
| Explanation | 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 Lines 6-8b Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. has two classes of members which hold several reserved powers over Wheaton Franciscan Healthcare - Southeast Wisconsin, 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 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 16a and 16b Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. participated in three joint ventures in furtherance of its exempt activities. Wheaton Franciscan Healthcare has several policies that govern entering into joint venture relationships and all governing documents of such joint ventures do include one or more safeguards to protect the tax-exempt status of Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. 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 | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WHEATON FRANCISCAN MED EQUIP TEAM LLC | |||||||||
| 3070 NORTH 51ST STREET STE 406 | MILWAUKEE | WI | 53210 | 391906167 | MEDICAL EQUIP | WI | $1,522,400 | $76,369 | WFH-SE WI |
| WHEATON FRANCISCAN HLTHCR NETWORK LLC | |||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53209 | 383955660 | PRVDR CONTRCT | WI | $0 | $0 | WFH-SE WI |
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 - ALL SAINTS INC | ||||||||||
| 3801 SPRING STREET | RACINE | WI | 53405 | 391264986 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | Yes (true) |
| 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 | Yes (true) |
| WHEATON FRANCISCAN MEDICAL GROUP INC | ||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391791586 | MED GROUP | WI | 501(c)(3) | 3 | WFH-SE WI | Yes (true) |
| 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 | Yes (true) |
| WFH PHARMACY ENT AND FRAN WOODS INC | ||||||||||
| 19525 WEST NORTH AVENUE | BROOKFIELD | WI | 53005 | 391613624 | PHARMACY | WI | 501(c)(3) | 9 | WFH-SE WI | Yes (true) |
| WFH - ST FRANCIS INC | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 390907740 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | Yes (true) |
| 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 | Yes (true) |
| 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 | Yes (true) |
| WFH - FRANKLIN INC | ||||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53132 | 562592868 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | Yes (true) |
| 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 | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | 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 | Yes (true) | $13,238,074 | 1.00000 | ||
| 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 | Yes (true) | $148,446 | 1.00000 | $14,790 | |
| 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 | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WFH-TERRACE AT ST FRANCIS INC | ||
| B | $362,797 | FMV |
| WFH-PHARMACY ENT AND FRAN WOODS INC | ||
| B | $1,826,693 | FMV |
| WHEATON FRANCISCAN INC | ||
| P | $73,088,892 | FMV |
| WFH-ST FRANCIS INC | ||
| P | $30,515,203 | FMV |
| WFH-FRANKLIN INC | ||
| P | $9,309,276 | FMV |
| WFH-ALL SAINTS INC | ||
| P | $61,389,836 | FMV |
| WFH-PHARMACY ENT AND FRAN WOODS INC | ||
| P | $3,280,608 | FMV |
| WHEATON FRAN HOME HEALTH & HOSPICE INC | ||
| P | $1,278,864 | FMV |
| WHEATON FRANCISCAN MEDICAL GROUP INC | ||
| P | $20,743,164 | FMV |
| WHEATON FRANCISCAN LABORATORIES | ||
| O | $6,416,719 | FMV |
| WFH-ST FRANCIS INC | ||
| O | $2,442,558 | FMV |
| WHEATON FRANCISCAN INC | ||
| O | $5,261,507 | FMV |
| WFH-FRANKLIN INC | ||
| O | $900,590 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R Supplemental Information | 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 |
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