2015-05-14T17:10:47-05:00 2014-06-30 990 2013-07-01 391568865 WHEATON FRANCISCAN HEALTHCARE SOUTHEAST WISCONSIN INC % ELIZABETH A RITTER WHEA 4144653000 400 WEST RIVER WOODS PARKWAY Suite GLENDALE WI 53212 JONATHAN W SOHN SENIOR VP & CFO 2015-05-15 2013 2016-02-25 16:41:14Z JOHN OLIVERIO 400 WEST RIVER WOODS PARKWAY MILWAUKEE WI 53212 402172630 false X www.wfhealthcare.org X 1986 IL 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. 19 9 1724 8 393203 -48948 699295 1011344 210549937 219497382 7073046 5581372 24748236 6532199 243070514 232622297 2174543 5228688 0 0 42661440 44448009 0 0 0 175284167 164538727 220120150 214215424 22950364 18406873 571049983 641382391 630815417 682740952 -59765434 -41358561 X As a member of Wheaton Franciscan Healthcare, our affiliates strive to live out the healing ministry of Jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the healthcare employer of choice, and the preferred partner of physicians. false false 561000 119648460 5228688 225858468 Wheaton Franciscan Healthcare IRS Form 990 Part III - Statement of Program Service Accomplishments June 30, 2014 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 508 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). 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. Other national recognitions include being named one of the best performing 50 systems in Thompson Reuters' 100 Top Hospitals: Health Systems Quality/Efficiency Study in 2009. Wheaton Franciscan Healthcare has been recognized for its dedication to patient privacy and is now 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. Wheaton Franciscan Healthcare has also received a 2009 VIP Award from McKesson Technology Solutions for its success in using information technology to enhance patient safety across nine hospital sites and more than 100 physician offices. The VIP Awards are presented annually to organizations that demonstrate vision, innovation and performance in the use of healthcare IT. Wheaton Franciscan Healthcare was one of five health care organizations selected by a panel of experts in the field of health care IT use to receive the award. Please see our full June 30, 2014 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: 1,656 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,329 Affiliated Physicians: 2,071 Employed Physicians: 508 Emergency Room Visits: 330,046 Newborns: 8,268 Hospital Admissions: 63,724 Hospital Patient Days: 310,743 Skilled Nursing Unit Patient Days: 20,541 Long-term Care Facility Patient Days: 80,394 Hospital Outpatient Visits: 1,580,000 Hospice Days: 24,895 Home Health Visits: 147,588 Medical Group Physician Visits: 1,499,276 WFH ORGANIZATIONS Iowa Covenant Medical Center, Inc. Mercy Hospital of Franciscan Sisters, Inc. Sartori Memorial Hospital, Inc. Covenant Clinic Covenant Foundation, Inc. Sartori Health Care Foundation, Inc. Illinois Marianjoy Rehabilitation Hospital and Clinics Marianjoy Medical Group Marianjoy Foundation OSF Services Canticle Ministries Upendo Village Wisconsin Wheaton Franciscan - Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses All Saints St. Francis Franklin Franciscan Woods The Terrace at St. Francis 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 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 / June 30, 2014 Charity Care: $49,483,474. 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: $112,279,484. 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: $3,828,948. 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: $2,961,387. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, equipment, supplies, and 119648460 true true false true false false false false false true false true true true false false true false false false false false false false false true true true true true false false false true false false false true false false false false true true true true false false true X 11 0 true 1724 true true true false false false false false false false false false X 19 9 false false true false true true true true true false true true true true true true true true false false true true WI X ELIZABETH A RITTER 4144653542 400 WEST RIVER WOODS PARKWAY MILWAUKEE WI 53212 X Joseph Battista MD Director 1.0 40.0 X 0 620819 19836 Deborah Blanks Director 1.0 1.0 X 0 0 0 Edward Cichurski Director 1.0 1.0 X 0 0 0 Pankaj Dhingra MD Director 1.0 40.0 X 0 412500 45901 David Engstrand MD Director 1.0 40.0 X 0 120685 6673 Patricia Golden MD Director 1.0 40.0 X 0 209588 26239 Timothy Le Sage MD Director 1.0 40.0 X 0 734264 38723 Chris Leberfing Director 1.0 1.0 X 0 0 0 John Lopez MD Director 1.0 40.0 X 0 267904 42999 Raymond Manista Director 1.0 1.0 X 0 0 0 James Mazzulla MD Director 1.0 40.0 X 0 414440 38768 Kevin McCabe Director 1.0 1.0 X 0 0 0 Nico Meiland Secretary - Director 1.0 1.0 X X 0 0 0 John Oliverio CEO WFHC and Chair - Director 1.0 40.0 X X 0 2716469 229687 Donald Roach MD Director 1.0 40.0 X 0 250019 37036 Steven Ryder MD Director 1.0 40.0 X 0 548933 37274 Sr Clarette Stryzewski Vice Chair - Director 1.0 1.0 X X 0 0 0 Carmen Terlizzi III MD Director 1.0 40.0 X 0 410999 36682 Glenn Wilder Director 1.0 1.0 X 0 0 0 Michael Lepore Sr VP and Chief Operating Offi 1.0 40.0 X 0 640278 58299 Gregory Smith Sr VP and Chief Info Officer 1.0 40.0 X 0 773478 206728 Jonathan W Sohn Sr VP and Chief Financial Offi 1.0 40.0 X 0 615429 80026 Susan Boland President, South Market 1.0 40.0 X 0 475795 60559 Brenda Bowers Sr VP Org Change & Leader Dev 1.0 40.0 X 0 340270 71940 Richard Canter Sr VP Strategy and Corp Affair 1.0 40.0 X 0 764080 84585 Coreen Dicus-Johnson Sr VP Physician and Revenue Op 1.0 40.0 X 0 468828 57141 Wayne Frangesch Sr VP Human Resources 1.0 40.0 X 0 426614 56845 James Gresham Sr VP Continuing Care Services 1.0 40.0 X 0 297879 93898 Rita Hanson-Melzer MD System Chief Medical Officer 1.0 40.0 X 0 575737 68632 Sarah Herzog Sr VP General Counsel 1.0 40.0 X 0 442033 56642 Daniel Mattes President - Central Market 1.0 40.0 X 0 526031 26203 Therese Rocole Sr VP Mission Services 1.0 40.0 X 0 258494 46156 Debra Standridge President - North Market 1.0 40.0 X 0 534470 76233 Ronald Boecker VP-FACILITIES & CONSTRUCTION 40.0 1.0 X 183033 0 34875 Mark Charbogian VP-LAB SRVCS SE WI 40.0 1.0 X 182219 0 42474 Abigail Navti-Abongwa VP-REVENUE CYCLE OPERATIONS 40.0 1.0 X 220201 0 21209 Jay Rice VP-PHARMACIES 40.0 1.0 X 177785 0 18865 Ann Saqr VP-MARKETING-SE WI 40.0 1.0 X 182705 0 24701 Kenneth Buser Director 1.0 40.0 X 0 536357 155538 Stephen Flox MD Director 1.0 40.0 X 0 407687 17545 Karen Gotwalt MD Director 1.0 40.0 X 0 298333 38176 Jerry Hardacre MD Director 1.0 40.0 X 0 389747 49316 Steven Johnson MD Director 1.0 40.0 X 0 455837 44265 Eduardo Paz MD Director 1.0 40.0 X 0 337718 27785 Daniel Ross MD Director 1.0 40.0 X 0 318598 44224 Kaye-Eileen Willard MD Director 1.0 40.0 X 0 252832 30705 945943 16843145 2153383 44 true true false CONVERGENT REVENUE CYCLE PO BOX 677688 DALLAS TX 752677688 COLLECTIONS 3076194 JIGSAW LLC 710 N PLANKINTON AVE 9TH FLOOR MILWAUKEE WI 53203 GRAPHIC ARTS 5083804 EXECUTIVE HEALTH RESOURCES PO BOX 822688 PHILADELPHIA PA 191822688 CONSULTING 1336008 NCO FINANCIAL SYSTEMS INC 24866 NETWORK PLACE CHICAGO IL 60673 BILLING/COLLECTION 1060908 MEDE ANALYTICS 5858 HORTON STREET STE 475 EMERYVILLE CA 94608 BUSINESS CONSULTANT 1563260 43 X 147841 132122 731381 1011344 SUPPORT SERVICES 561000 194734134 194669771 64363 LAUNDRY SERVICES 812300 6110929 5782089 328840 INTERCOMPANY RENT 900099 180097 180097 JOINT VENTURE REVENUE 900099 18472222 18472222 219497382 2627040 2627040 0 0 171113 171113 0 171113 171113 172504665 169550333 2954332 2954332 2954332 0 0 0 PURCHASED SERVICE REVENUE MOSH 900099 3740326 3740326 MEDICAL RECORDS REVENUE 900099 672907 672907 OTHER REVENUE 900099 1947853 1947853 6361086 232622297 225465265 393203 5752485 5200688 5200688 28000 28000 0 0 0 0 40484747 40484747 0 8852 8852 3954410 3954410 0 0 0 53060 53060 0 422035 422035 6153197 6153197 6554152 6554152 5582538 5582538 0 0 2068516 2068516 224778 224778 0 85217 85217 12155237 12155237 0 1233489 1233489 32733 32733 MANAGEMENT FEES 115883238 33893546 81989692 OTHER PURCHASED SERVICES 11060340 11060340 REPAIRS AND MAINTENANCE 805591 805591 MEMBERSHIP FEE 683941 683941 1540665 1540665 214215424 119648460 94566964 0 X 750 750 153700361 118838019 4000 0 0 0 0 238431 0 0 0 0 592038 592145 5327602 5028668 61265076 14611516 41711303 46653560 0 0 0 0 40614876 39856819 0 0 329099053 430173999 571049983 641382391 377902984 429828519 0 0 0 0 0 0 0 0 0 0 0 0 0 0 252912433 252912433 630815417 682740952 X -59765434 -41358561 0 0 0 0 -59765434 -41358561 571049983 641382391 18406873 X false true X true false X X X false false false WFH - WHEATON FRANCISCAN INC 390816857 03 false true true 36656210 WFH - ST FRANCIS INC 390907740 03 false true true 15500607 WFH - FRANKLIN INC 562592868 03 false true true 3892981 WFH PHARMACY ENT AND FRAN WOODS INC 391613624 09 false true true 5542964 WFH - TERRACE AT ST FRANCIS INC 391486775 09 false true true 711298 WFH - HOME HEALTH AND HOSPICE INC 391559428 03 false true true 203400 WHEATON FRANCISCAN MEDICAL GROUP INC 391791586 03 false true true 7200084 WHEATON FRANCISCAN LABORATORIES INC 391701402 09 false true true 6145844 WFH - ALL SAINTS INC 391264986 03 false true true 22325520 9 98178908 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 12043 true 41017 false false 53060 false Schedule C Part II-B Line 1i: Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of healthcare and housing organizations that are related through a common parent organization. Certain entities within this controlled group engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs one full time Vice President of Strategic Planning and Government Relations whose duties include a portion of lobbying activities. These lobbying activities approximate 20% of total annual salary. 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 such things as preservation of Medicare and Medicaid funding; monitoring federal legislation that may impact the organization; participating in and coordinating visits with elected officials; coordinating advocacy activities in conjunction with relevant trade associations; and providing awareness on specific state related legislative issues when the need arises (e.g.: state hospital assessment legislation in Wisconsin). 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 $53,060 32881786 32881786 19272562 8291873 10980689 383270 374252 9018 7622940 5397745 2225195 1104518 547646 556872 46653560 INVESTMENT MIDWEST ORTHOPEDIC 21078215 C INVESTMENT WF HOLDINGS 18650000 C INVESTMENT WF ENTERPRISES 128604 C 39856819 AR AFFILIATED ORGANIZATIONS 426986413 ACCOUNTS RECEIVABLE OTHER 806492 OTHER ASSETS 2381094 430173999 0 ACCTS PAYABLE AFFILIATED ORGS 252912433 252912433 true true true X true X true true true false true true 59891 59891 0.00030 1881195 598965 1282230 0.00600 1941086 598965 1342121 0.00630 995555 3067 992488 0.00460 474502 474502 0.00220 461481 131345 330136 0.00150 575078 575078 0.00270 2506616 134412 2372204 0.01100 4447702 733377 3714325 0.01730 37957 37957 0.00020 125000 125000 0.00060 62390 62390 0.00030 225347 225347 0.00110 true 666097 4201317 3775722 425595 X true true MOSH Orthopedic Hospital 0.50000 0.50000 1 1 MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL 10101 S 27TH STREET 2ND FLOOR FRANKLIN WI 53132 HTTP://WWW.MYMOSH.COM 1070 X X X X ORTHOPEDIC ORTHOPEDIC ROTATION 1 MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL 1 true X X X X X X X X X X 12 true true true X WWW.MYMOSH.ORG X X X X X X X X X X X false false true true 200. true 400. true X X X X X X X true true X X X true false X true X false false VARIOUS - SEE REFERENCES BELOW Schedule H Part V Section B Line 1j, 3, 4, 6i, and 7 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 "About MOSH" then "Community Needs Assessment". Schedule H Part V Section B Line 4 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. Schedule H Part V Section B Line 5c and 6c-6d 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. 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. Some of these reports are also available on MOSH's website. While the Community Health Needs Assessments for Wheaton Franciscan Healthcare or Midwest Orthopedic Specialty Hospital 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 12i Wheaton Franciscan Healthcare's Financial Assistance Policy reviews assets, and limits the equity in a patient's home to no more than $150,000 and also limits liquid assets (such as cash in bank accounts) to no more than $50,000. Beyond that, assets for patients who will potentially qualify under our Financial Assistance Policy are not reviewed in detail. Additionally, provided that a Medicare patient shows financial need, they are eligible for charity care on any out of pocket expenses they may incur. Schedule H Part V Section B Line 14g 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 so 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 for those identified with a need. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. Schedule H Part V Section B Lines 15-18 Internal policies would not support any actions listed in Schedule H Section B Lines 16-17 commencing until after a patient's eligibility under our financial assistance policy is determined. However, Wheaton Franciscan Healthcare and Midwest Orthopedic Specialty Hospital perform credit agency reporting and commencements of lawsuits on an as needed basis, but only after a patient's eligibility under our financial assistance policy can be determined. Please note, Wheaton Franciscan Healthcare and Midwest Orthopedic Specialty Hospital's regular practices include performing all items as listed in Question 18 prior to sending an account to collection, but because Questions 16-17 have been left blank, our interpretation of Question 18 is that it does not apply and therefore it has also been left blank. VARIOUS - SEE REFERENCES BELOW Schedule H Part 1 Line 6a The Annual Report that outlines the Hospital's community benefit information is contained in a report prepared by the system, Wheaton Franciscan Services, Inc. (FEIN #36-3262111) which is the ultimate parent organization of an integrated health care system operated in Wisconsin, Illinois, Iowa, and Colorado. 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 be 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 $266,097 has not been included in the denominator of the calculation that determines the percentages reported on Schedule H Line 7 Column f. Note another $400,000 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, 2014, contained a footnote on Bad Debt which appeared under item (4) "Net Patient Service Revenue" on page 15-16 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, 2013, 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, 2014, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. had bad debt expense of $266,097. Midwest Orthopedic Specialty Hospital reported $800,000 in actual bad debt expenses for the calendar year ending December 31, 2013, $400,000 of which passes through to SE WI for a total bad debt amount reported of $666,097. 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 2013, the year that falls within our fiscal reporting year ending June 30, 2014. 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 serv true AMERICAN HEART ASSOCIATION 660 E MASON ST STE 200 MILW WI 53202 135613797 501(C)(3) 6500 CHARITABLE DONATION AMERICAN DIABETES ASSOCIATION 2949 N MAYFAIR RD MILWAUKEE WI 53222 204392201 501(C)(3) 10500 CHARITABLE DONATION WFH TERRACE AT ST FRANCIS INC 3200 SOUTH 20TH STREET MILWAUKEE WI 53225 391486775 501(c)(3) 711298 EQUITY TRANSFER WFH PHARMACY ENTERPRISES 13950 W CAPITOL DR BROOKFIELD WI 53005 391613624 501(c)(3) 2141216 EQUITY TRANSFER SET MINISTRY INC 2977 N 50TH STREET MILWAUKEE WI 53210 391618277 501(c)(3) 9307 DONATION OSF SERVICES INC PO BOX 667 WHEATON IL 601870667 391471463 501(c)(3) 1737770 DONATION UNITED WAY OF GREATER MILWAUKEE 225 WEST VINE STREET MILWAUKEE WI 53207 390806190 501(c)(3) 401000 DONATION STILLWATERS CANCER SUPPORT SERVICES 434 MADISON STREET MILWAUKEE WI 53188 391818956 501(c)(3) 6000 DONATION YMCA OF METRO MILWAUKEE 161 W WISCONSIN AVE STE 4000 MILWAUKEE WI 53203 390806314 501(c)(3) 8650 DONATION FELICIAN SISTERS 871 MERCER ROAD BEAVER FALLS PA 15010 271282473 501(c)(3) 17380 DONATION ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 10005 W BLUE MOUND ROAD MILWAUKEE WI 53226 396077242 501(C)(3) 5500 DONATION ARCHDIOCESE OF MILWAUKEE PO BOX 07912 MILWAUKEE WI 532070912 390807221 501(C)(3) 16667 DONATION AMERICAN LUNG ASSOCIATION OF WISCONSIN 13100 WEST LISBON ROAD SUITE 700 BROOKFIELD WI 530052508 204392201 501(C)(3) 5650 DONATION NATIONAL MULTIPLE SCLEROSIS SOCIETY WI 1120 JAMES DRIVE HARTLAND WI 53029 391139220 501(C)(3) 10000 DONATION 14 FAITHE COLAS 28000 Sponsorship Part I Line 2 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. true true false false false false false false false Joseph Battista MD Director 0 611070 0 0 9749 0 13690 0 6146 0 640655 0 Ronald Boecker VP-FACILITIES & CONSTRUCTION 151935 0 30400 0 698 0 12918 0 21957 0 217908 0 0 Susan Boland President, South Market 0 385440 0 80200 0 10155 0 42784 0 17775 0 536354 0 Brenda Bowers Sr VP Org Change & Leader Dev 0 261413 0 71200 0 7657 0 29906 0 42034 0 412210 0 Kenneth Buser Director 0 472002 0 48100 0 16255 0 129353 0 26185 0 691895 0 239996 Richard Canter Sr VP Strategy and Corp Affair 0 536607 0 210400 0 17073 0 59814 0 24771 0 848665 0 Mark Charbogian VP-LAB SRVCS SE WI 154636 0 25700 0 1883 0 22606 0 19868 0 224693 0 0 Pankaj Dhingra MD Director 0 410994 0 0 1506 0 18264 0 27637 0 458401 0 Coreen Dicus-Johnson Sr VP Physician and Revenue Op 0 344167 0 115700 0 8961 0 35995 0 21146 0 525969 0 Stephen Flox MD Director 0 397383 0 3706 0 6598 0 0 17545 0 425232 0 Wayne Frangesch Sr VP Human Resources 0 314120 0 100100 0 12394 0 37863 0 18982 0 483459 0 Patricia Golden MD Director 0 204941 0 4001 0 646 0 14943 0 11296 0 235827 0 Karen Gotwalt MD Director 0 296606 0 0 1727 0 21974 0 16202 0 336509 0 James Gresham Sr VP Continuing Care Services 0 231947 0 52900 0 13032 0 87578 0 6320 0 391777 0 Rita Hanson-Melzer MD System Chief Medical Officer 0 418906 0 145900 0 10931 0 45213 0 23419 0 644369 0 Jerry Hardacre MD Director 0 388682 0 0 1065 0 22036 0 27280 0 439063 0 Sarah Herzog Sr VP General Counsel 0 320643 0 109400 0 11990 0 33581 0 23061 0 498675 0 Steven Johnson MD Director 0 445738 0 5374 0 4725 0 22036 0 22229 0 500102 0 Timothy Le Sage MD Director 0 726049 0 7296 0 919 0 21673 0 17050 0 772987 0 Michael Lepore Sr VP and Chief Operating Offi 0 441692 0 165400 0 33186 0 37023 0 21276 0 698577 0 John Lopez MD Director 0 262261 0 5235 0 408 0 21705 0 21294 0 310903 0 Daniel Mattes President - Central Market 0 395443 0 118900 0 11688 0 0 26203 0 552234 0 James Mazzulla MD Director 0 254161 0 157497 0 2782 0 13690 0 25078 0 453208 0 Abigail Navti-Abongwa VP-REVENUE CYCLE OPERATIONS 185678 0 34100 0 423 0 18491 0 2718 0 241410 0 0 John Oliverio CEO WFHC and Chair - Director 0 992620 0 633600 0 1090249 0 167110 0 62577 0 2946156 0 Eduardo Paz MD Director 0 180460 0 156848 0 410 0 13669 0 14116 0 365503 0 Jay Rice VP-PHARMACIES 153161 0 23800 0 824 0 18191 0 674 0 196650 0 0 Donald Roach MD Director 0 245932 0 2234 0 1853 0 21641 0 15395 0 287055 0 Therese Rocole Sr VP Mission Services 0 193143 0 56100 0 9251 0 38523 0 7633 0 304650 0 Daniel Ross MD Director 0 297032 0 20198 0 1368 0 22010 0 22214 0 362822 0 Steven Ryder MD Director 0 542599 0 5334 0 1000 0 21860 0 15414 0 586207 0 Ann Saqr VP-MARKETING-SE WI 160114 0 22000 0 591 0 15067 0 9634 0 207406 0 0 Gregory Smith Sr VP and Chief Info Officer 0 327617 0 111600 0 334261 0 177533 0 29195 0 980206 0 Jonathan W Sohn Sr VP and Chief Financial Offi 0 448302 0 150500 0 16627 0 55413 0 24613 0 695455 0 Debra Standridge President - North Market 0 450021 0 69200 0 15249 0 48275 0 27958 0 610703 0 Carmen Terlizzi III MD Director 0 332521 0 77314 0 1164 0 13690 0 22992 0 447681 0 Kaye-Eileen Willard MD Director 0 250006 0 0 2826 0 21541 0 9164 0 283537 0 Schedule J-Supplemental Information Schedule J Part I Line 4a: Reportable compensation of Ken Buser includes $239,996 in severance payments made during calendar year 2013. 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 2013 taxable payout of $1,016,267 and Greg Smith received a 2013 taxable payout of $319,489. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column C: Retirement and Other Deferred Compensation of Kenneth Buser includes $79,999 in accrued severance payments to be paid as wages in a future year. BROOKFIELD SURGICAL IN SEE PART II PURCHASE OF MOB X 586070 238431 false false true 238431 CARMEN TERLIZZI III MD OWN 13% BURLEIGH MOB JV 373453 RENTAL INCOME false Schedule L Pt II Dr. David Engstrand is an 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 generating rental income. Since a portion of the debt owed by Brookfield Surgical Investments is directly attributable to Dr. Engstand as an owner, this loan is being disclosed. SCHEDULE O Pt 1 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 either 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 of the organization. Part VI Line 4 The Operating Agreement of Wheaton Franciscan Healthcare Network LLC, a wholly owned LLC, was amended in January 2014 to modify the composition of the board of managers. 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 the income statement and balance sheet items, and all 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 explanation and understanding 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 Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully and as needed. This decision will vary from year to year, again based on many factors. The Tax Department, upon completion of all levels of review, 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, where 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. 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 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. After an approximate 3 and again at 6 weeks, names of all non responders are compiled, and these individuals receive either an email or letter reminding them to complete the information. 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 limited to, articles of incorporation and bylaws. Requests for informat WHEATON FRANCISCAN MED EQUIP TEAM LLC 3070 NORTH 51ST STREET STE 406 MILWAUKEE WI 53210 391906167 MEDICAL EQUIP WI 1494824 76573 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 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 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-O 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 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 true WHEATON FRANCISCAN -ELMBROOK FNDN 19333 WEST NORTH AVENUE BROOKFIELD WI 53045 392028808 FOUNDATION WI 501(c)(3) 11 - 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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 - II FMI false MARIAN HOUSING CENTER INC 4105 SPRING STREET RACINE WI 53405 391515867 HOUSING WI 501(c)(3) 9 FMI false MARIAN PARK INC 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 362750105 HOUSING IL 501(c)(3) 9 FMI false RIDGEWAY PLACE INC 155 EAST RIDGEWAY AVENUE WATERLOO IA 50702 421416064 HOUSING IA 501(c)(3) 9 FMI false VILLA MARIA INC 2461 WEST 82ND PLACE WESTMINSTER CO 80031 841347868 HOUSING CO 501(c)(3) 9 FMI false VILLA ST CLARE INC 130 BYRD AVENUE NEENAH WI 54946 391769395 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES LASALLE MANOR INC 26W171 ROOSEVELT ROAD WHEATON IL 601890795 800623447 HOUSING IL 501(c)(3) 9 FMI false WHEATON FRANCISCAN ENTERPRISES INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391985204 HOLDING CO WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN HOLDINGS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391836357 HOLDING CO WI WFH-SE WI C CORP 13247431 1.00000 true 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 PROVDR CONTRA WI WFH-SE WI C CORP 15660 133656 1.00000 true WHEATON FRANCISCAN INSURANCE COMPANY 980691609 FINANCIAL UK WFSI false true true false false false false false false false false false false false true true false false false WFH-TERRACE AT ST FRANCIS INC B 711298 FMV WFH-PHARMACY ENT AND FRAN WOODS INC AI 1717 FMV WHEATON FRANCISCAN INC P 74992474 FMV WFH-ST FRANCIS INC P 26445599 FMV WFH-FRANKLIN INC P 8513103 FMV WFH-ALL SAINTS INC P 57979060 FMV WFH-PHARMACY ENT AND FRAN WOODS INC P 3280584 FMV WHEATON FRAN HOME HEALTH & HOSPICE INC P 1278852 FMV WHEATON FRANCISCAN MEDICAL GROUP INC P 20743176 FMV WHEATON FRANCISCAN LABORATORIES O 6145844 FMV WFH-ST FRANCIS INC O 4890218 FMV WHEATON FRANCISCAN INC O 5101919 FMV WFH-FRANKLIN INC O 859537 FMV WFH-PHARMACY ENT AND FRAN WOODS INC B 2141216 FMV Schedule R Supplemental Information (1) The sponsorship of Rush Oak Park Hospital, Inc. and Synergon Health System, Inc. were transferred to Rush University Medical Center, Inc. effective October 25, 2013. As such, this is the last fiscal year the two organizations will be listed as related. (2) Synergon Health System Inc is listed with no direct controlling entity because of the two organizations with an interest, Rush Presbyterian and OSF Services Inc, neither can appoint a majority of the board, therefore neither organization "controls". (3) 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".