2014-05-14T12:10:26-05:00 2013-06-30 990 2012-07-01 390907740 WHEATON FRANCISCAN HEALTHCARE ST FRANCIS INC % ELIZABETH A RITTER WHEA 4146475000 3237 SOUTH 16TH STREET Suite MILWAUKEE WI 53215 JONATHAN W SOHN 2014-05-15 2012 2015-11-30 17:44:51Z John Oliverio 400 W River Woods Parkway Glendale WI 53212 192918884 false 0928 X www.wfhealthcare.org X 1946 WI To provide inpatient and outpatient healthcare services to individuals located in Southeast Wisconsin 20 6 1402 190 0 0 58122 79841 163698088 188102085 26066 43693 3013950 4693265 166796226 192918884 0 0 0 0 69706435 76558049 0 0 123862 97548478 109793436 167254913 186351485 -458687 6567399 95879975 129932342 90758631 132658774 5121344 -2726432 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. true false 154318563 191147693 Wheaton Franciscan Healthcare IRS Form 990 Part III - Statement of Program Service Accomplishments June 30, 2013 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 15 hospital sites*, three transitional and extended-care facilities, two home health agencies, more than 3,000 physicians, more than 70 clinic sites with 518 employed physicians, and approximately 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). 2012 marked the 11th 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 2013 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: 15 Staffed Hospital beds: 1,679 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,229 Affiliated Physicians: 2,172 Employed Physicians: 518 Emergency Room Visits: 332,308 Newborns: 8,418 Hospital Admissions: 66,820 Hospital Patient Days: 322,563 Skilled Nursing Unit Patient Days: 19,025 Long-term Care Facility Patient Days: 83,354 Hospital Outpatient Visits: 1,576,902 Hospice Days: 27,743 Home Health Visits: 124,106 Medical Group Physician Visits: 1,518,467 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 RUSH OAK PARK HOSPITAL, Inc. 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 / 2013 Charity Care: $43,946,084. 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: $99,435,176. 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: $3,807,719. 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: $2,697,345. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, 154318563 true true false true false false false false false true false false false true false false true false false true false true false false false true true false false true false false false false false false true true false false false false false true true true false false true X 0 0 1402 true false false false false false false false false false false X 20 6 false false false false true true true true true false true true true true true true true true true true false WI X ELIZABETH A RITTER 4144653542 400 W RIVER WOODS PARKWAY MILWAUKEE WI 53212 X Stephen Cardamone DO 0.0 40.0 X X 872054 242268 Susan Boland 0.0 40.0 X X 405656 53811 Robert Stern MD 0.0 40.0 X 258940 36545 Tod Poremski MD 0.0 40.0 X 178962 19743 Debra Standridge 0.0 40.0 X X 553922 77861 Jerry Hardacre MD 0.0 40.0 X 426621 49521 Kumari Chintamaneni MD 0.0 40.0 X X 515886 32041 Nicholas Omdahl MD 0.0 40.0 X 398896 47060 Daniel Donovan DO 0.0 40.0 X X 269848 36528 Daniel Mattes 0.0 40.0 X X 506116 78233 Donald Roach MD 0.0 40.0 X 280274 36678 David Ashpole MD 0.0 40.0 X 572934 57272 Neal Harmelink MD 1.0 X John Andreoli 1.0 X Patrick Diem 1.0 X Sr M Ramona Dombrowski 1.0 X Charles Klein MD 1.0 X Chris Leberfing 1.0 X Kevin Roche 1.0 X Brian Smigelski 1.0 X Michelle Graham MD 40.0 X 325065 24771 Maureen O'Reilly 40.0 X 142410 11876 Eunice Walker 40.0 X 167677 127028 Debra Gilbertson 40.0 X 147168 10564 Marilyn Spenner 40.0 X 174567 17600 Cynthia Ebner 40.0 X 144988 15688 Kenneth Buser 0.0 40.0 X 581762 342286 John Oliverio 0.0 40.0 X 2867549 216989 Jon Sohn 0.0 40.0 X 606334 73743 Eduardo Paz MD 0.0 40.0 X 183866 26670 1101875 9479620 1634776 34 true true false RILEY CONSTRUCTION COMPANY 5301 99TH AVENUE KENOSHA WI 53144 CONSTRUCTION 17557467 ARAMARK CTS 12483 COLLECTIONS CTR DR CHICAGO IL 60693 MAINTENANCE SERVICE 1499593 MIDWEST ANESTHESIA SERVICES SC 4555 WEST SCHROEDER DRIVE MILWAUKEE WI 53223 MEDICAL SUPPORT 1441608 EPPSTEIN UHEN ARCHITECT 333 EAST CHICAGO STREET MILWAUKEE WI 532025809 ARCHITECTUAL 1368349 JH FINDORFF SONS 1600 N 6TH STREET MILWAUKEE WI 53212 CONSTRUCTION 1163820 30 72341 7500 79841 PATIENT SERVICES 900099 188102085 188102085 188102085 43239 43239 0 0 682512 682512 0 682512 682512 454 454 454 454 0 0 0 CAFETERIA RECEIPTS 722514 696818 696818 ELECTRONIC HEALTH RECORD 900099 2770855 2770855 GIFT SHOP 453220 119381 119381 423699 274753 148946 4010753 192918884 191147693 1691350 0 0 0 0 349836 349836 0 60977245 57994656 2907685 74904 3229790 3054288 175502 7716363 7297067 419296 4284815 4051984 232831 0 0 0 0 0 0 9252003 9250823 1180 17682 17682 3590376 3410857 165083 14436 0 0 3552493 3552493 44186 25246 16034 2906 0 18378 4133 14245 0 804000 804000 8950888 8950888 0 MEDICAL/SURGICAL SUPPLIES 35143264 35143264 MANAGEMENT FEES 26824548 26824548 BAD DEBT 9445879 9445879 HOSPITAL ASSESSMENT T19 5868626 5868626 6281113 6268359 12754 186351485 154318563 31909060 123862 -126025 -122905 0 0 0 0 19072120 27920734 0 0 0 0 0 0 2969448 3406699 150317 27935 219675809 128150036 73443419 91525773 0 0 0 0 0 0 0 5300000 370696 1874106 95879975 129932342 78051113 124434633 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12707518 8224141 90758631 132658774 X 4990144 -2855212 131200 128780 0 0 5121344 -2726432 95879975 129932342 X 6567399 -14415175 X false true X true false X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 9567 false false true 9567 false Sch C Part IV Sch 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. Lobbying expenses incurred by each organization directly, are reflected on their respective IRS Form 990, and can be summarized as follows: Wheaton Franciscan Services, Inc. #36-3262111 $61,723 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $57,464 Wheaton Franciscan, Inc. #39-0816857 $17,376 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 $9,567 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $10,156 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $2,300 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $ 852 Marianjoy, Inc. #36-3483589 $5,035 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $14,507 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $5,035 Covenant Medical Center, Inc. #42-1264647 $26,692 Sartori Hospital, Inc. #42-0758901 $4,668 Mercy Hospital, Inc. #42-1178403 $2,069 TOTAL LOBBYING EXPENSES: $217,444 853355 853355 108077147 53554123 54523024 2859804 2797391 62413 60484153 40620531 19863622 47401350 31177991 16223359 91525773 0 DUE TO RELATED ORGANIZATION 4549479 DUE TO THIRD PARTY PAYOR 2742326 LONG TERM FIN 47 LIABILITY 932336 8224141 183399796 183399796 9519088 9519088 192918884 176905606 176905606 9445879 9445879 186351485 RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENT SCHEDULE D, PART XI, LINE 4b NET GAIN(LOSS) FROM SALES OF ASSETS OTHER THAN INVENTORY 454 DONATION INCOME-RESTRICTED ASSETS 79,841 DONATION INCOME-RESTRICTED ASSEST INCLUDED IN REVENUE ON THE AUDITED FINANCIAL. (7,086) BAD DEBT ALLOWANCE INCLUDED IN REVENUE ON AUDITED REPORT, BUT REPORTED IN PART IX LINE 24c IN THE 990 EXPENSES. 9,445,879 FOR A TOTAL ADJUSTMENT IN SCHEDULE D, PART XI, LINE 4b. 9,519,088 SCHEDULE D, PART XII, LINE 4b BAD DEBT ALLOWANCE 9,445,879 WAS INCLUDED ON REVENUE IN THE AUDITED REPORT, BUT REPORTED IN PART IX LINE 24c IN THE 990 EXPENSES. Sub-Saharan Africa Program Services DONATED MED SUPPLIES 97545 97545 97545 HOSPITAL MISSION SISTERS Sub-Saharan Africa 97545 MED SUPPLIES FMV false false false false false false true true true X true X true true true false true true 5219621 5219621 0.02950 42676154 32877816 9798338 0.05540 47895775 32877816 15017959 0.08490 168343 91335 77008 0.00040 9851766 6778927 3072839 0.01740 103522 103522 0.00060 10123631 6870262 3253369 0.01840 58019406 39748078 18271328 0.10330 true 9445879 39062532 45140048 -6077516 X true true 1 1 ST FRANCIS HOSPITAL

3237 SOUTH 16TH STREET MILWAUKEE WI 53215

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2025 W OKLAHOMA AVE MILWAUKEE WI 53215

OUTPATIENT CLINIC WHEATON FRANCISCAN HEALTHCARE-ST FRANCIS

7410 W RAWSON AVE FRANKLIN WI 53132

OUTPATIENT CLINIC CANCER CARE WHEATON FRANCISCAN HEALTHCARE ST FRANCIS

3330 S 16th Street Milwaukee WI 53215

EDUCATION BUILDING WHEATON FRANCISCAN HEALTHCARE ST FRANCIS

3267 S 16TH STREET MILWAUKEE WI 53215

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3201 S 16TH STREET MILWAUKEE WI 53215

MEDICAL OFFICE BUILDING ST FRANCIS OUTPATIENT CENTER

3237 SOUTH 16TH ST MILWAUKEE WI 53215

OUTPATIENT CENTER SCHEDULE H SUPPLEMENTAL INFORMATION SEE REFERENCES BELOW Schedule H Part 1 Line 6a: The Annual Report that outlines the Hospital's community benefit information is contained in a report prepared by the system, Wheaton Franciscan Services, Inc. (FEIN #36-3262111) which is the ultimate parent organization of an integrated health care system operated in Wisconsin, Illinois, Iowa, and Colorado. For more information, please see our annual report at www.mywheaton.org. It is available under "About Wheaton" by selecting "Community Impact," and scrolling down to "2013 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 are published. Amounts are compiled using a software application recommended by the Catholic Health Association because it has the ability to provide the information in a format suitable for Schedule H presentation. After the data is entered by the Site Finance Directors, its accuracy is verified by employees who are trained in community benefit reporting, and then approved by the Chief Financial Officer and the President/CEO of the organization. After amounts are verified and approved, community benefit amounts become finalized. Wheaton Franciscan Healthcare complies with Illinois state law which requires reporting to the Attorney General's Office. Additionally, Wheaton Franciscan Healthcare voluntarily reports community benefit information in Wisconsin and Iowa by making the information readily available on certain websites. Finally, the information is compiled with the assistance of the software, for presentation in IRS Forms 990 Schedule H and Statement of Program Service Accomplishments Part III. Schedule H Part 1 Line 7 Column f: Wheaton Franciscan Healthcare organizations follow guidelines established by the Catholic Health Association, who recommends that bad debt expense not be included in community benefit amounts. As a result of this applied methodology, a total amount of $ 9,445,879 has not been included in the calculation of the percentages reported on Schedule H Line 7 Column f. Schedule H Part 1 Line 7g: In the Southeast Wisconsin and Marianjoy regions, physician clinics are operated by a separate legal entity and are therefore not included in Community Benefit amounts on hospital 990's. In the Iowa region, clinic operations are included as a department of the hospital, Covenant Medical Center, Inc. Clinic operations for the Iowa clinics are included only in the community benefit reporting of charity care, government sponsored health care, and Medicare shortfall. Therefore, for all entities, including Covenant Medical Center, Inc., costs related to physician clinics are not included in subsidized health services reported on Schedule H Part I Line 7g. Schedule H Part III Section A Lines 1-4: As part of an annual process, affiliates of Wheaton Franciscan Healthcare complete a consolidated audit each year, which for June 30, 2013, contained a footnote on Bad Debt which appeared under item (3) "Summary of Significant Accounting Policies" on page 14 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 as none (ie at zero). Additionally, since the organization follows guidelines established by the Catholic Health Association and the related state counterpart in Wisconsin, Iowa, or Illinois as appropriate, Wheaton Franciscan Healthcare does not include any form of bad debt expense in its annual reporting of community benefit amounts. Schedule H Part III Section B Line 6-8: Schedule H Part III Section B Line 6 reports "allowable costs of care" as taken from the most recently filed Medicare cost report available at the time the Community Benefit Report is published. The Medicare cost report calculates its allowable total costs based on applicable Medicare regulations. Medicare and Medicaid cost is determined using individual cost center cost-to-charge ratios. This cost to charge ratio is determined using all payer cost and all payer charges. The cost to charge ratio is applied to the actual Medicare and Medicaid charges to determine the Medicare and Medicaid cost. This organization has adopted the cost and charge practices as recommended by the Catholic Health Association and the Wisconsin, Iowa, or Illinois Hospital Association as applicable, and therefore, does not count any Medicare shortfall numbers in its annual reporting of Community Benefit amounts. While we are not allowed to report Medicare HMO shortfalls as a component of the total Medicare shortfall reported on Schedule H Part III Section B Line 7 based on currently written IRS instructions, it is noteworthy to mention that had we been allowed to include Medicare HMO, our shortfall would have been higher by $3,482,949 for a total adjusted Medicare Shortfall (including Medicare HMO) of $9,560,465. Schedule H Part III Section C Line 9b: Wheaton Franciscan Healthcare has a policy that outlines all collection practices for patients who are known to qualify for government programs and for our charity care program. We make every attempt to assist the patient in enrolling in government insurance plans or our own charity care program allowing for free or discounted care. If the patient does not qualify for any type of aid or charity care, declines to establish a reasonable payment plan or pay the liability, the patient will be moved into a bad debt status, and the account is sent to a collection agency. This does not occur before the patient has received several notices and a final written warning. Schedule H Part V Section A and Section C: Affiliates of Wheaton Franciscan Healthcare have defined and reported "hospital facilities" to include only those bricks and mortar buildings that actually have inpatient beds, in addition to meeting all other criteria under Wisconsin, Iowa, or Illinois state laws, as applicable, required for hospital licensing. Although there are other facilities within our system built to hospital standards, performing hospital-based billing, and conforming to other "hospital" standards under state law, until there is further guidance from the IRS, these facilities have been reported in Section C, due to their lack of having state certified inpatient beds. Schedule H Part V Section B Line 1j, 3, 4, 6i, and 7: Wheaton Franciscan Healthcare's Community Health Needs Reports provide additional detailed information in response to many of the Schedule H questions on our Community Health Needs Assessments and Implementation Plans. These reports can be directly accessed for our various hospitals at the following websites: Wisconsin Hospital Facilities: Please go to www.mywheaton.org and select "About Wheaton" then "Community Impact". At the bottom of this page there will be a link to each of our hospitals. Select the applicable hospital, and to the left select "Community Needs Assessment". There are two reports available for each hospital facility; "Health Needs Report - Assessment of our Community" and "Answering the Call - Meeting our Community Needs". There are also various City and County reports, Health Survey reports, Secondary Data reports, and Key Informant Interview reports that support the findings in the final assessments and plans. Iowa Hospital Facilities: Please go to www.wheatoniowa.org and select "About Us" then "Commitment to the Community", then "Community Health Needs Assessment". One fully summarized report is assessable for each of the three Iowa Hospital Facilities that contains detailed information on the Community Health Needs Assessment, Implementation Plan, and all supporti SCHEDULE H SUPPLEMENTAL INFORMATION Schedule H Part VI Line 6: Wheaton Franciscan Healthcare - St Francis, Inc. is a member of the Wheaton Franciscan Healthcare system, which operates an integrated health care delivery system in Southeast Wisconsin. The sole member of the hospital, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. is a supporting organization and as such, provides corporate services at a consolidated level for its hospitals and other supported organizations, including St Francis Hospital. 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 St Francis 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. true true false false false false false false false Michelle Graham MD 261308 63500 257 13366 11405 349836 Maureen O'Reilly 140880 1530 9260 2616 154286 Eunice Walker 150696 15265 1716 111430 15598 294705 Debra Gilbertson 144743 2425 9657 907 157732 Marilyn Spenner 146658 27400 509 14097 3503 192167 Cynthia Ebner 131374 13177 437 7235 8453 160676 Stephen Cardamone DO 600746 257900 13408 79414 162854 1114322 193880 Kenneth Buser 470168 90800 20794 53429 288857 924048 Susan Boland 317476 78200 9980 36060 17751 459467 Robert Stern MD 253311 5629 17899 18646 295485 John Oliverio 980246 868800 1018503 153150 63839 3084538 Tod Poremski MD 177259 1703 9228 10515 198705 Jon Sohn 408238 185700 12396 46813 26930 680077 Debra Standridge 423689 116100 14133 49895 27966 631783 Jerry Hardacre MD 425718 903 21408 28113 476142 Kumari Chintamaneni MD 510325 5561 13400 18641 547927 Eduardo Paz MD 183207 659 9663 17007 210536 Nicholas Omdahl MD 345176 49300 4420 21130 25930 445956 Daniel Donovan DO 267813 2035 17877 18651 306376 Daniel Mattes 351938 141800 12378 50707 27526 584349 Donald Roach MD 279205 1069 21319 15359 316952 David Ashpole MD 570266 2668 17885 39387 630206 SUPPLEMENTAL COMPENSATION DISCLOSURES VARIOUS - SEE REFERENCES BELOW Schedule J Part I Line 3 The compensation of the filing organization's CEO and/or the Executive Director is determined at the parent organization level, using the process described in Schedule O related to Part VI Section B Line 15. The parent organization, Wheaton Franciscan Services, Inc. (FEIN: 36-3262111) uses a compensation committee, independent compensation consultants, and compensation surveys and studies to determine appropriate levels of compensation that are reflective of fair market value. All compensation is approved by the independent board and/or compensation committee, acting free from conflicts of interest. Schedule J, Part I, Line 4a Reportable compensation of Stephen Cardamone includes $193,880 in severance payments made during calendar year 2012. Schedule J, Part I, Line 4b John Oliverio received a 2012 taxable payout of $993,744 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column D where applicable: Nontaxable benefits of Stephen Cardamone include $148,234 in accrued severance payments to be paid as wages in a future year. Nontaxable benefits of Kenneth Buser include $239,996 in accrued severance payments to be paid as wages in a future year. Emergency Medicine Specialists SC Neal Harmelink is officer 377980 Emergency Room Management false Kelly Roche Daughter of Kevin Roche 61008 Employement false FORM 990 SCHEDULE O OTHER INFORMATION Part III Line 2: In December 2012, St. Francis Hospital purchased TC LLC and began providing Neuro therapeutic and infusions services used to treat Multiple Sclerosis and other diseases with MS related symptoms at its new St. Francis outpatient Center. Part V Line 1a and Part VII Section B Line 1-2: Effective for calendar year 2011 and beyond 1099-MISC reporting, Wheaton Franciscan Healthcare streamlined their reporting of IRS Forms 1099-MISC so that most 1099-MISC were 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 Section A Line 6-8b: Wheaton Franciscan Healthcare - St. Francis, Inc. has two classes of members which hold several reserved power over Wheaton Franciscan Healthcare - St. Francis, 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 Section B Lines 10a and 10b: Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand-alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. Part VI Section B Lines 11a and 11b: Affiliates of Wheaton Franciscan Healthcare use a multiple-level review process on all Federal and State information and tax returns to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Department prepares Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by the Accounting Director, who focuses on 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 Treasury and Risk Management 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 efling, the full board is provided access to all 990's throughout the system 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 prior to efiling via an online portal. Part VI Section B Lines 12a - 12c: 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. FORM 990 SCHEDULE O 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 Lines 15a - 15b: The compensation of the CEO of Wheaton Franciscan Services Inc. (WFSI) and other officers and key employees of the filing organization is reviewed and approved on an annual basis by the Executive Committee of the WFSI Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The board's decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board. Additionally, this 990 has reported an employed physician who has served as either an Officer, Director, or has been listed as a Key Employee. Employed physicians have a slightly different compensation structure, depending on which organization they are employed by, as follows: Wheaton Franciscan Medical Group The compensation for the organization's President and other officers and key management employees is reviewed and approved on an annual basis, as part of the WFSI Executive Compensation Plan, by the Executive Committee of the Wheaton Franciscan Services, Inc. Board of Directors (the "Executive Committee of the WFSI Board"), an independent board, acting in a manner consistent with its conflicts of interest policy. The WFSI Board's decision is informed by an opinion on market comparable compensation data provided to the WFSI Board by an independent compensation expert. The WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. With respect to the organization's officers and/or key employees that are practicing physicians, the Wheaton Franciscan Medical Group (WFMG) Physician Compensation Plan is also reviewed and approved on an annual basis by the Executive Committee of the WFSI Board, an independent board, acting in a manner consistent with its conflicts of interest policy. The Executive Committee of the WFSI Board's decision on the organization's physician compensation plan is informed by an opinion on market comparable physician compensation data provided to the board committee by an independent physician compensation expert. The Executive Committee of the WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. For those officer and/or key employee physicians that are paid for their services other than pursuant to the WFSI Executive Compensation Plan or the WFMG Physician Compensation Plan, the compensation terms of the written contract with the physician are approved by either the WFSI Board of Directors, the WFSI CEO or by the WFMG President or another authorized individual, in accordance with the level of authority delegated to the same by the WFSI Board of Directors in accordance with its financial transactions policy. In each case, decisions are made in accordance with the organization's conflict of interest requirements. Also, in each case, the compensation paid pursuant to a contract is determined with reference to market comparable information. Organizational policy requires that contemporaneous documentation of the same be maintained. Metro Physicians The compensation for the President and other officers and key employees of the organization was reviewed and approved by the Wheaton Franciscan Services, Inc. Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The board's decision was informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintained contemporaneous documentation of the substantiation of the deliberation and decision by the board. Part VI Section C Line 19: Affiliates of Wheaton Franciscan Healthcare and Franciscan Ministries provide upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. Requests for information are considered on a case-by-case basis, and this process is outlined in our Public Disclosure Policy. As part of the requirements for tax exempt bond financing, the consolidated financial statements of Wheaton Franciscan Services, Inc. (#36-3262111), the parent corporation of Wheaton Franciscan Healthcare and Franciscan Ministries affiliates are required to be provided each quarter to the Municipal Securities Rule Making Board (MSRB). The vehicle used to accomplish this is through an external website (http://emma.msrb.org/) referred to as "EMMA" (Electronic Municipal Market Access System). The financial statements are uploaded each quarter to the website, and along with other information provided at the bond's inception, are available for viewing by the general public. Part VII Column B: Wheaton Franciscan Healthcare and Franciscan Ministries are a controlled group of related healthcare and housing organizations. As such, many employees who are at the Director level or above, or who are Officers and/or Directors of organizations where Wheaton has common boards and other overlaps, spend significant time devoted to tasks not only for the filing organization, but also for related organizations. While there is no official time study tracking that is done, it is estimated that for each employee, tasks devoted to related organizations could approximate up to 80% or more of total hours. Form 990 Part XI Line 9: The amount reported in "Other changes in net assets or fund balances" includes an equity transfer made of $14,415,175 that represents this organization's share of expense items related to Wheaton Franciscan Medical Group, Inc. (#39-1791586) operations. Disclosure Statement Related to Forms 5471: Information return of US persons with respect to certain foreign corporations filed on behalf of the taxpayer Under the constructive ownership rules of Internal Revenue Code Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of US persons with respect to certain foreign corporations, as a category 5 filer with respect to certain controlled foreign corporations (cfcs). These filing requirements are or will be satisfied through the filing of Forms 5471 for these cfcs by other US taxpayers identified below who have the same filing requirement. Taxpayer name: Wheaton Franciscan Services, Inc. Address: 26 W171 Roosevelt Road, Wheaton IL 60187 FEIN number of US Tax return with which form 5471 was filed: 36-3262111 IRS Service Center where US Tax return was or will be filed: e-filed WHEATON FRANCISCAN SERVICES INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363262111 PARENT CORP IL 501(c)(3) 11 - III-FI NA false WFH - SOUTHEAST WISCONSIN INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391568865 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI false WFH - ALL SAINTS INC 3801 SPRING STREET RACINE WI 53405 391264986 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH - ALL SAINTS FOUNDATION INC 3805B SPRING STREET RACINE WI 53405 391570877 FOUNDATION WI 501(c)(3) 11 - I WFH-AS INC false VOLUNTEERS IN PTNRSHIP WITH WFH-AS INC 3807 SPRING STREET RACINE WI 53405 930838390 FOUNDATION WI 501(c)(3) 11 - III-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 false WHEATON FRANCISCAN MEDICAL GROUP INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391791586 MED GROUP WI 501(c)(3) 3 WFH-SE WI false WHEATON FRANCISCAN -ELMBROOK FNDN 19333 WEST NORTH AVENUE BROOKFIELD WI 53045 392028808 FOUNDATION WI 501(c)(3) 11 - I WF INC false WHEATON FRANCISCAN LABORATORIES INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 391701402 LABORATORY WI 501(c)(3) 9 WFH-SE WI false WFH PHARMACY ENT AND FRAN WOODS INC 19525 WEST NORTH AVENUE BROOKFIELD WI 53005 391613624 PHARMACY WI 501(c)(3) 9 WFH-SE WI false WF - ST JOSEPH FOUNDATION INC 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 391636804 FOUNDATION WI 501(c)(3) 11 - I WF INC false WHEATON FRANCISCAN INC 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 390816857 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 320135258 FOUNDATION WI 501(c)(3) 11 - I WFH-SFH true WFH - TERRACE AT ST FRANCIS INC 3200 SOUTH 20TH STREET MILWAUKEE WI 53215 391486775 NURSING HOME WI 501(c)(3) 9 WFH-SE WI false WFH - FRANKLIN INC 10101 SOUTH 27TH STREET FRANKLIN WI 53132 562592868 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WHEATON WAY CONDO OWNERS ASSCN INC 10101 SOUTH 27TH STREET FRANKLIN WI 53132 300659830 CONDO ASSCN WI N/A N/A WFH-FRKLN false METRO PHYSICIANS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 943436893 MED GROUP WI 501(c)(3) 3 WFMG false MARIANJOY INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363483589 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI false MARIANJOY FOUNDATION INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 352165613 FOUNDATION IL 501(c)(3) 7 MJ HOSP false MARIANJOY REHAB CENTER AUXILIARY INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363896976 AUXILIARY IL 501(c)(3) 11 - I MJ HOSP false MARIANJOY REHAB HOSPITAL & CLINICS INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 362680776 REHAB HOSPITA IL 501(c)(3) 3 MARIANJOY false REHABILITATION MEDICINE CLINIC INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363236791 MEDICAL GRP IL 501(c)(3) 3 MARIANJOY false OSF SERVICES INC PO Box 667 WHEATON IL 601870667 391471463 HOLDING CO WI 501(c)(3) 11 - III-FI WFSI false CANTICLE MINISTRIES INC PO Box 667 WHEATON IL 601870667 364091836 HOUSING/ADVCY IL 501(c)(3) 7 OSF SVCS INC false FRANCISCAN SISTERS CHARITABLE FUND OF CO 2626 OSCEOLA STREET DENVER CO 80212 840733072 AUXILIARY CO 501(c)(3) 7 OSF SVCS INC false RUSH OAK PARK HOSPITAL INC 520 SOUTH MAPLE AVENUE OAK PARK IL 60304 362183812 HOSPITAL IL 501(c)(3) 3 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 SYNERGON HEALTH SYSTEM INC (2) 520 SOUTH MAPLE AVENUE OAK PARK IL 60304 363739067 HOSPITAL IL 501(c)(3) 3 NONE false UHS INC (3) 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 - 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 SRLM LTD PSHP(1) PO BOX 667 WHEATON IL 60187 363811835 HOUSING IL SRLM INC 0 WHEATON FRANCISCAN ENTERPRISES INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391985204 HOLDING CO WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN HOLDINGS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391836357 HOLDING CO WI WFH-SE WI C CORP false WHEATON FRANCISCAN MED GRP-SUSSEX INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391361100 MED GROUP WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN PROVIDER NETWORK INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391952140 PROVDR CONTRACT WI WFH-SE WI C CORP false WHEATON FRANCISCAN INSURANCE COMPANY 980691609 FINANCIAL UK WFSI false false true true true true false false true true true true true true true true true true true WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC C 72341 FMV SCHEDULE R - FOOTNOTES FORM 990 - PART V, SCHEDULE R, PART II (1) Starved Rock - LaSalle Manor, Ltd Partnership was terminated on 02/11/2013, and as such, this is the last fiscal year the organization 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".