HOSPITAL SISTERS HEALTH SYSTEM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOSPITAL SISTERS HEALTH SYSTEM (EIN 37-1058692)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201331349349305178
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:04:37-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 West Nationwide Blvd Ste 500 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 432152568 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371058692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL SISTERS HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHAEL W COTTRELL | InCareOfName |
| Name Control | HOSP | NameControl |
| Phone | 2175234747 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4936 LAVERNA ROAD | AddressLine1 |
| City | SPRINGFIELD | City |
| State | IL | State |
| ZIP Code | 62707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael W Cottrell | Name |
| Title | Chief Financial Officer | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142492300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL W COTTRELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4936 LAVERNA ROAD | AddressLine1 |
| City | SPRINGFIELD | City |
| State | IL | State |
| ZIP Code | 62707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117115031 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE AND SUPPORT, DIRECTLY OR INDIRECTLY, BY DONATION, LOAN, OR OTHERWISE, THE INTERESTS AND PURPOSES OF THE HOSPITAL SISTERS OF THE 3RD ORDER OF ST. FRANCIS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 293 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 1882769 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2245389 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 93657920 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 100864957 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6875981 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8505813 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 31374198 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7744261 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 131908099 | TotalRevenuePriorYear |
| Total Revenue Current Year | 117115031 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35517295 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43751546 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 60457105 | OtherExpensePriorYear |
| Other Expenses Current Year | 65496922 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 95974400 | TotalExpensesPriorYear |
| Total Expenses Current Year | 109248468 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35933699 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7866563 | RevenuesLessExpensesCY |
| Total Assets BOY | 269315206 | TotalAssetsBOY |
| Total Assets EOY | 295036965 | TotalAssetsEOY |
| Total Liabilities BOY | 119341545 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 150117040 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 149973661 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 144919925 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO REVEAL AND EMBODY CHRIST'S HEALING LOVE FOR ALL PEOPLE THROUGH A HEALTH CARE MINISTRY BY PROMOTING AND SUPPORTING, DIRECTLY OR INDIRECTLY, BY DONATION, LOAN, OR OTHERWISE, THE INTERESTS AND PURPOSES OF THE HOSPITAL SISTERS OF THE 3RD ORDER OF ST. FRANCIS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 104910736 | Expense |
| Grants | 0 | Grants |
| Revenue | 100864957 | Revenue |
| Description | HOSPITAL SISTERS HEALTH SYSTEM (HSHS) SERVES AS THE PARENT ORGANIZATION FOR VARIOUS INCORPORATED MINISTRY ORGANIZATIONS WITH THE DESIGNATED MEMBERS OF HSHS BEING THE PROVINCIAL SUPERIOR AND PROVINCIAL COUNCILORS OF THE AMERICAN PROVINCE OF THE HOSPITAL SISTERS OF ST. FRANCIS. THE MISSION OF HSHS IS TO PROVIDE A STRUCTURE AND THE MEANS WHEREBY THE HOSPITAL SISTERS CONTINUE THEIR HEALING MINISTRY. HSHS PROVIDES PROFESSIONAL AND TECHNICAL EXPERTISE IN THE MANAGEMENT OF THE AFFILIATED ORGANIZATIONS. | Description |
| Total Program Service Expense | 104910736 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 82 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 293 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL W COTTRELL | NamePerson |
| Telephone Number | 2175234747 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4936 LAVERNA ROAD | AddressLine1 |
| City | SPRINGFIELD | City |
| State | IL | State |
| ZIP Code | 62707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| SISTER MARY ANN MINOR OSF | ||||||||
| CHAIRPERSON | 2.25 | X | X | 0 | 0 | 0 | ||
| SISTER MAUREEN O'CONNOR OSF | ||||||||
| SECRETARY | 1.25 | X | X | 0 | 0 | 0 | ||
| SISTER MARY MORIN OSF | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| SISTER MARYANN FALBE OSF | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| JOHN E STAUDT | ||||||||
| Board Member | 1.25 | X | 0 | 0 | 0 | |||
| SISTER MARY MOLLISON CSA | ||||||||
| VICE CHAIRPERSON | 1.25 | X | X | 0 | 0 | 0 | ||
| SISTER BERNICE COREIL DC | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| STEPHEN J BOCHENEK | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| JOHN R COMBES MD | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| Mary Starmann-Harrison | ||||||||
| President & CEO | 53.25 | X | X | 832935 | 0 | 188039 | ||
| ROBERT B ATWELL | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| STEVEN A HASSEBROCK | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| SISTER GERTRUDE O'CONNOR OSF | ||||||||
| BOARD MEMBER | 1.25 | X | 0 | 0 | 0 | |||
| LAWRENCE SCHUMACHER | ||||||||
| COO | 50.75 | X | 722931 | 0 | 254068 | |||
| ANN M CARR | ||||||||
| TREASURER | 55.25 | X | 225813 | 0 | 215561 | |||
| MICHAEL W COTTRELL | ||||||||
| CFO | 55.75 | X | 518363 | 0 | 181312 | |||
| Frank L Mikell | ||||||||
| Chief Physician Executive | 53.0 | 718147 | 0 | 119424 | X | |||
| Robert P Ritz | ||||||||
| Pres/CEO Springfield Ref Div | 0.0 | 588462 | 0 | 190117 | X | |||
| Stephen F Ronstrom | ||||||||
| Pres/CEO Western Wisconsin Div | 0.0 | 602330 | 0 | 157718 | X | |||
| Therese B Pandl | ||||||||
| Pres/CEO Eastern Wisconsin Div | 0.0 | 575727 | 0 | 192393 | X | |||
| Richard D Rolston | ||||||||
| Pres/CEO HSHS Medical Group | 0.0 | 502285 | 0 | 4272 | X | |||
| LEO A LENN | ||||||||
| TREASURER - Previous | 0.0 | 170109 | 0 | 40690 | X | |||
| STEPHANIE S MCCUTCHEON | ||||||||
| PRESIDENT & CEO - previous | 0.0 | 841644 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6298746 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1543594 | TotalOtherCompensation |
| Number Individuals GT100 K | 81 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DEARBORN ADVISORS LLC | |||||
| PO BOX 66391 | CHICAGO | IL | 606660391 | COMPUTER CONSULTING | 8276060 |
| Epic System Corporation | |||||
| PO 88314 | MILWAUKEE | WI | 532880314 | COMPUTER CONSULTING | 7570526 |
| Willis of Illinois Inc | |||||
| PO BOX 93225 | CHICAGO | IL | 606733225 | insurance | 4716048 |
| Medical Information Technology Inc | |||||
| Meditech Circle | WESTWOOD | MA | 02090 | computer consulting | 3693461 |
| Paragon Development System | |||||
| 1823 Executive Drive PO BOX 128 | OCONOMOWOC | WI | 53066 | COMPUTER CONSULTING | 3202024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 107 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AFFILIATE FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 100864957 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96518663 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1882769 | UnrelatedBusinessRevenue |
| Exclusion | $2,463,525 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 100864957 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5807291 | TotalRevenueColumn |
| Exclusion | $5,807,291 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2698522 | TotalRevenueColumn |
| Exclusion | $2,698,522 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| ADMINISTRATION REVENUE | 561000 | 7271680 | $7,271,680 |
| OTHER | 900099 | 472581 | $472,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7744261 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117115031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96518663 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1882769 | UnrelatedBusinessRevenue |
| Exclusion | $18,713,599 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2617196 | Total |
| Program Services | 2355476 | ProgramServices |
| Management And General | 261720 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32363214 | Total |
| Program Services | 30376130 | ProgramServices |
| Management And General | 1987084 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3473732 | Total |
| Program Services | 3253822 | ProgramServices |
| Management And General | 219910 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3393717 | Total |
| Program Services | 3200346 | ProgramServices |
| Management And General | 193371 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1903687 | Total |
| Program Services | 1814045 | ProgramServices |
| Management And General | 89642 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1236641 | Total |
| Program Services | 1114420 | ProgramServices |
| Management And General | 122221 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961800 | Total |
| Program Services | 865620 | ProgramServices |
| Management And General | 96180 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988989 | Total |
| Program Services | 988989 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8822973 | Total |
| Program Services | 8250667 | ProgramServices |
| Management And General | 572306 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464453 | Total |
| Program Services | 418008 | ProgramServices |
| Management And General | 46445 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2205396 | Total |
| Program Services | 2174119 | ProgramServices |
| Management And General | 31277 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1712396 | Total |
| Program Services | 1680659 | ProgramServices |
| Management And General | 31737 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468383 | Total |
| Program Services | 435493 | ProgramServices |
| Management And General | 32890 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865814 | Total |
| Program Services | 811026 | ProgramServices |
| Management And General | 54788 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4650033 | Total |
| Program Services | 4649574 | ProgramServices |
| Management And General | 459 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26387182 | Total |
| Program Services | 26301579 | ProgramServices |
| Management And General | 85603 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1982897 | Total |
| Program Services | 1788483 | ProgramServices |
| Management And General | 194414 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SOFTWARE SUBSCRIPTIONS | 9177686 | 9019239 | 158447 |
| EQUIP. RENTAL AND MAINT. | 4072245 | 4044054 | 28191 |
| DUES & MEMBERSHIPS | 351673 | 317417 | 34256 |
| RECRUITING | 151996 | 140043 | 11953 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 996365 | Total |
| Program Services | 911527 | ProgramServices |
| Management And General | 84838 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109248468 | Total |
| Program Services | 104910736 | ProgramServices |
| Management And General | 4337732 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3325770 | BOY |
| EOY | 9179126 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5362425 | BOY |
| EOY | 15327504 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7201785 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40578 | BOY |
| EOY | 40578 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3826064 | BOY |
| EOY | 4241676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 260140121 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 96603914 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146626351 | BOY |
| EOY | 163536207 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102932233 | BOY |
| EOY | 102711874 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269315206 | BOY |
| EOY | 295036965 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32350914 | BOY |
| EOY | 47120660 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86990631 | BOY |
| EOY | 102996380 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119341545 | BOY |
| EOY | 150117040 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149173689 | BOY |
| EOY | 144208674 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 799972 | BOY |
| EOY | 711251 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149973661 | BOY |
| EOY | 144919925 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269315206 | BOY |
| EOY | 295036965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7866563 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12920299 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
Supported Org Information SupportedOrgInformation (20 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| HOSPITAL SISTERS OF ST FRANCIS FOUNDATION INC | |||||
| 371186514 | 03 | true | true | true | $0 |
| HOSPITAL SISTERS SERVICES INC | |||||
| 371163402 | 03 | true | true | true | $0 |
| HSHS HEALTH CARE PLAN TRUST FUND | |||||
| 371137724 | 0 | true | true | true | $0 |
| HSHS SELF INSURANCE TRUST FUND | |||||
| 371120626 | 03 | true | true | true | $0 |
| SACRED HEART HOSPITAL | |||||
| 390807060 | 03 | true | true | true | $0 |
| ST ANTHONY'S HOSPITAL | |||||
| 370661233 | 03 | true | true | true | $0 |
| ST ELIZABETH'S HOSPITAL | |||||
| 370663597 | 03 | true | true | true | $0 |
| ST FRANCIS HOSPITAL | |||||
| 370661236 | 03 | true | true | true | $0 |
| ST JOHN'S HOSPITAL | |||||
| 370661238 | 03 | true | true | true | $0 |
| ST JOSEPH'S HOSPITAL | |||||
| 371208459 | 03 | true | true | true | $0 |
| ST JOSEPH'S HOSPITAL | |||||
| 370663568 | 03 | true | true | true | $0 |
| ST JOSEPH'S HOSPITAL | |||||
| 390810545 | 03 | true | true | true | $0 |
| ST MARY'S HOSPITAL | |||||
| 370661244 | 03 | true | true | true | $0 |
| ST MARY'S HOSPITAL | |||||
| 372169181 | 03 | true | true | true | $0 |
| ST MARY'S HOSPITAL MEDICAL CENTER | |||||
| 390818682 | 03 | true | true | true | $0 |
| ST NICHOLAS HOSPITAL | |||||
| 390808480 | 03 | true | true | true | $0 |
| ST VINCENT HOSPITAL | |||||
| 390817529 | 03 | true | true | true | $0 |
| HOSPITAL SISTERS HEALTHCARE - WEST INC | |||||
| 510157933 | 03 | true | true | true | $0 |
| HSHS MEDICAL GROUP INC | |||||
| 263956318 | 03 | true | true | true | $0 |
| HSHS WISCONSIN MEDICAL GROUP INC | |||||
| 264515959 | 03 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 20 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | Hospital sisters health system ("HSHS") administers the workers compensation fund, health care trust fund, self insurance fund, flex plan, and investment fund for HSHS and the related hospitals and exempt organizations. HSHS utilizes these funds to provide centralized management and computer services to its thirteen affiliated hospitals and other related affiliates. The hospitals and other related affiliates pay a management fee to HSHS for these services. Additionally, HSHS administers the self-insurance programs for professional and general liability, workers' compensation, and employee health, along with a centralized investment on behalf of all HSHS entities. Monetary amount of support provided are not determinable. The following is a list of management fees paid by each Local Hospital system: St. Elizabeth's Hospital - Belleville $10,812,060 St. Joseph's Hospital - Breese $2,134,440 St. Mary's Hospital - Decatur $6,534,360 St. Anthony's Hospital - Effingham $4,926,600 St. Joseph's Hospital - Highland $1,449,000 St. Francis Hospital - Litchfield $1,877,400 St. John's Hospital - Springfield $23,524,200 St. Mary's Hospital - Streator $3,477,600 St. Joseph's Hospital - Chippewa Falls $3,602,340 Sacred Heart Hospital - Eau Claire $9,103,500 St. Mary's Hospital - Green Bay $5,860,260 St. Vincent Hospital - Green Bay $13,795,740 St. Nicholas Hospital - Sheboygan $4,004,280 Kiara $1,061,594 Hospital Sisters of St. Francis Foundation, Inc. $150,000 HSHS Medical Group, Inc. $1,625,100 Physician Clinical Integration Network LLC $455,187 Kiara Clinical Integration Network LLC $3,284,700 ---------- TOTAL $97,678,361 ========== | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $988,989 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 988989 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | N/A | Identifier |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25936 | OtherCostOrOtherBasis |
| Book Value | 25936 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25718018 | OtherCostOrOtherBasis |
| Depreciation | 4681004 | Depreciation |
| Book Value | 21037014 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308575 | OtherCostOrOtherBasis |
| Depreciation | 117510 | Depreciation |
| Book Value | 191065 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34418625 | OtherCostOrOtherBasis |
| Depreciation | 12390587 | Depreciation |
| Book Value | 22028038 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 199668967 | OtherCostOrOtherBasis |
| Depreciation | 79414813 | Depreciation |
| Book Value | 120254154 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 163536207 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RELATED HOSPITALS IT NOTES PAY | Description |
| Amount | $102,996,380 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 102996380 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 DISCLOSURE | Identifier |
| Return Reference | FORM 990, SCHEDULE D, PART X | ReturnReference |
| Explanation | HSHS has adopted ASC Subtopic 740-10, Accounting for Uncertainty in Income Taxes - an Interpretation of FASB Statement No. 109. ASC Subtopic 740-10 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under ASC Subtopic 740-10, HSHS must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ASC Subtopic 740-10 also provides guidance on derecognition, classification, interest and penalties on income taxes, accounting in interim periods and requires increased disclosures. At the date of adoption, and as of June 30, 2012 and 2011, HSHS does not have a liability for unrecognized tax benefits. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE SCHUMACHER | |||||||||||||
| 676477 | 0 | 0 | 0 | 46454 | 0 | 239154 | 0 | 15734 | 0 | 977819 | 0 | 100520 | 0 |
| LEO A LENN | |||||||||||||
| 64512 | 0 | 0 | 0 | 105597 | 0 | 39057 | 0 | 1790 | 0 | 210956 | 0 | 37010 | 0 |
| ANN M CARR | |||||||||||||
| 180382 | 0 | 0 | 0 | 45431 | 0 | 197622 | 0 | 18652 | 0 | 442087 | 0 | 15440 | 0 |
| STEPHANIE S MCCUTCHEON | |||||||||||||
| 0 | 0 | 0 | 0 | 841644 | 0 | 0 | 0 | 0 | 0 | 841644 | 0 | 0 | 0 |
| MICHAEL W COTTRELL | |||||||||||||
| 482131 | 0 | 0 | 0 | 36232 | 0 | 155571 | 0 | 26561 | 0 | 700495 | 0 | 55350 | 0 |
| Mary Starmann-Harrison | |||||||||||||
| 622223 | 0 | 0 | 0 | 210712 | 0 | 135349 | 0 | 53257 | 0 | 1021541 | 0 | 0 | 0 |
| Frank L Mikell | |||||||||||||
| 604272 | 0 | 0 | 0 | 113875 | 0 | 101313 | 0 | 18171 | 0 | 837631 | 0 | 76885 | 0 |
| Robert P Ritz | |||||||||||||
| 550340 | 0 | 0 | 0 | 38122 | 0 | 162878 | 0 | 56610 | 0 | 807950 | 0 | 61170 | 0 |
| Stephen F Ronstrom | |||||||||||||
| 214814 | 0 | 0 | 0 | 387516 | 0 | 133769 | 0 | 28265 | 0 | 764364 | 0 | 42260 | 0 |
| Therese B Pandl | |||||||||||||
| 559242 | 0 | 0 | 0 | 16485 | 0 | 169750 | 0 | 27306 | 0 | 772783 | 0 | 58540 | 0 |
| Richard D Rolston | |||||||||||||
| 0 | 0 | 23600 | 0 | 478685 | 0 | 0 | 0 | 4272 | 0 | 506557 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STEPHANIE MCCUTCHEON'S SEVERANCE PACKAGE | SCHEDULE J, PART I, LINE 4A | STEPHANIE MCCUTCHEON RECEIVED A SEVERANCE PACKAGE DURING THE YEAR IN THE AMOUNT OF $823,075 FOR HER SERVICES AS PRESIDENT AND CEO OF HOSPITAL SISTERS HEALTH SYSTEM. |
| Richard Rolston | SCHEDULE J, PART I, LINE 4A | Richard Rolston RECEIVED A SEVERANCE PACKAGE DURING THE YEAR IN THE AMOUNT OF $473,800 FOR His SERVICES AS president and ceo of HSHS medical group. Stephen Ronstrom Schedule J, Part I, Line 4a Stephen Ronstrom received a severance package during the year in the amount of $169,231 for his services as President and CEO of the Western Wisconsin Division. |
| Ann M. Carr | SCHEDULE J, PART I, LINE 4b | Ann Carr participated in a SERP plan during the year in the amount of $33,655. |
| Michael W. Cottrell | SCHEDULE J, PART I, LINE 4b | Michael W. Cottrell participated in a SERP plan during the year in the amount of $50,928. |
| Leo A. Lenn | SCHEDULE J, PART I, LINE 4b | Leo A. lenn participated in a SERP plan during the year in the amount of $37,010. |
| Lawrence Schumacher | SCHEDULE J, PART I, LINE 4b | lawrence schumacher participated in a SERP plan during the year in the amount of $92,988. |
| Mary Starmann-Harrison | SCHEDULE J, PART I, LINE 4b | Mary Starmann-Harrison participated in a SERP plan during the year in the amount of $96,913. |
| Stephen Ronstrom | SCHEDULE J, PART I, LINE 4b | Stephen Ronstrom participated in a SERP plan during the year in the amount of $91,636. |
| Robert Ritz | SCHEDULE J, PART I, LINE 4b | Robert Ritz participated in a SERP plan during the year in the amount of $57,605. |
| Therese Pandl | SCHEDULE J, PART I, LINE 4b | Therese Pandl participated in a SERP plan during the year in the amount of $56,375. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | therese pandl | NamePerson |
| Purpose Of Loan | mortgage extension | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $250,000 | OriginalPrincipalAmount |
| Balance Due | 274484 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 274484 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOANS TO/FROM INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART II | ReturnReference |
| Explanation | ALL LOANS INVOLVING INTERESTED PERSONS ARE COMPLIANT WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY TRANSACTIONS REQUIRING BOARD APPROVAL ARE REVIEWED BY AN INDEPENDENT BOARD PRIOR TO BEING APPROVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (33 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RIGHTS OF MEMBERS TO ELECT GOVERNING BODY | FORM 990 PART VI, LINES 6 AND 7A | THE SENIOR GOVERNING BODY OF HOSPITAL SISTERS HEALTH SYSTEM ("HSHS") ARE THE MEMBERS, WHO ARE THE INDIVIDUAL SISTERS, WHO FROM TIME TO TIME ARE THE DULY ELECTED PROVINCIAL SUPERIOR AND PROVINCIAL COUNCILORS OF THE AMERICAN PROVINCE OF THE HOSPITAL SISTERS OF ST. FRANCIS ("AMERICAN PROVINCE"). THE AMERICAN PROVINCE IS THE UNITED STATES ORGANIZATION OF THE CONGREGATION OF THE HOSPITAL SISTERS OF THE THIRD ORDER REGULAR OF ST. FRANCIS, A RELIGIOUS INSTITUTE OF THE ROMAN CATHOLIC CHURCH. PURSUANT TO SECTION 2.3 OF THE HSHS BYLAWS, THE MEMBERS HAVE THE RIGHT TO APPOINT AND REMOVE HSHS BOARD OF DIRECTORS, CHAIRPERSON OF THE BOARD, AND PRESIDENT. |
| member reserved powers | form 990 part vi, line 7b | Responsibility for the policy and operations of Hospital Sisters Health System (the "Corporation") is vested in its Board of Directors, except with respect to specific powers reserved in the Corporation's Bylaws to the Corporation's Members. The members of the corporation are the individual sisters, who from time to time are the duly elected Provincial Superior and Provincial Councilors of the American Province of the Hospital Sisters of St. Francis ("American Province"). The American Province is the United States organization of the Congregation of the Hospital Sisters of the Third Order Regular of St. Francis, a religious institute of the Roman Catholic Church. The governance and operations of the Corporation are subject to the members' rights to exercise these reserved powers with respect to the Corporation and organizations of which the Corporation is either directly or indirectly a controlling member, or a controlling shareholder ("Affiliates"). The members' reserved powers include all rights granted to the members by law and the right to: (a) Adopt, approve amendments to, or amend any statement of philosophy, mission, mission integration or values, or any name, logo, or mark of the Corporation or of any Affiliate; (b) Adopt, approve amendments to, or amend the Articles of Incorporation of the Corporation or of any Affiliate; (c) Adopt, approve amendments to, or amend the Bylaws of the Corporation or of any Affiliate; (d) Appoint and remove the Board of Directors, any one or more of the Directors of the Corporation or of Hospital Sisters Services, Inc. ("HSSI"), and the Chairperson and President of the Corporation or of HSSI; (e) Approve the recommendation of the Board of Directors to appoint or remove the Board of Directors, any one or more Directors of the Corporation or of HSSI, or the Chairperson and President of the Corporation or of HSSI. (f) With respect to the Corporation or any Affiliate, approve the purchase, sale, alienation, exchange, lease, or encumbrance of any real property of the Corporation or of any Affiliate, which property has a value in excess of limits set from time to time by the members; (g) approve debt incurred by the corporation or any affiliate in an amount in excess of limits set from time to time by the members; (h) Approve deviations by the Corporation from the annual capital and operating budgets in an amount or percentage specified by the members from time to time; (i) Approve the consolidated strategic plan and goals of the Corporation; (j) Approve the sale of substantially all of the assets of the Corporation or of any Affiliate; (k) Approve the merger or dissolution of the Corporation or of any Affiliate; (l) Adopt or amend the plan for ministry education and governance for the Corporation and its Affiliates; (m) Approve the Corporation's Mission Accountability Reports and those of any Affiliate; (n) Adopt policies to implement the Reserved Powers of the members. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11b | The organization employs KPMG to assist in the overall preparation and review and electronic submission of its Form 990. KPMG provides guidance in identifying critical errors in the return submission and feedback on quantitative and qualitative responses. Additionally, the organization's CFO performs a thorough review of the return, and reviews it with the organization's CEO, and/or senior leaders, before presenting it in its entirety to the hospital Board for questioning and review prior to the return's signing and submission to the IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | A revised Corporate Compliance Program and Conflict of Interest Policy have been used since January, 2009 to establish the practice of managing conflicts of interest using a system-wide protocol for disclosure statements. In accordance with the organization's Conflict of Interest Policy, all Covered Persons have a duty to comply with the Conflict of Interest Policy for any contract, transaction, relationship, or activity contemplated, entered into, or conducted at HSHS. The policy defines covered persons as Board members, Board committee members, Officers, Board designees, senior management, members of any committee that oversees the approval of pharmaceuticals and medical devices, and any other individual who holds a position of trust. On an annual basis, HSHS discloses a copy of the Conflict of Interest Policy, (and all corresponding procedures, guidelines, forms, and tools), to all Covered Persons, and advises all Covered Persons in writing of any substantive changes to this Policy and such related materials. The Covered Persons are required to review and complete the corresponding Conflict of Interest Statement. The System Office Vice President - System Responsibility, Vice President - Risk & Compliance, or members of the Audit and Integrity Committee ("Committee") are available to answer any questions a Covered Person may have. In addition, if, at any time after submitting an annual Conflict of Interest Statement, a Covered Person becomes aware of an Interest that he or she would have had to disclose at the annual interval, the Covered Person shall promptly disclose the Interest to the Committee using the HSHS Conflict of Interest Disclosure Statement. Completed Conflict of Interest statements are submitted to the Committee of HSHS which is responsible for identifying, assessing, and managing Conflicts of Interest that arise in the course of conducting the affairs of HSHS. If the Committee determines that a Conflict of Interest exists, HSHS shall not engage in, or enter into a proposed contract, transaction, relationship, arrangement, or activity unless the Committee or, where necessary, the Board of Directors (acting through its disinterested members), has investigated alternatives to the proposed contract, transaction, relationship, arrangement, or activity and, in the absence of alternatives that are in the best interests of HSHS, has determined: 1. that, regardless of whether the Covered Person participates in the implementation of the proposed contract, transaction, relationship, arrangement, or activity; 2. the contract, transaction, arrangement, or activity is in the best interests of HSHS; 3. the contract, transaction, arrangement, or activity is fair and reasonable from the perspective of HSHS; and 4. HSHS cannot obtain a more advantageous contract, transaction, arrangement or activity with reasonable efforts under the circumstances. In determining whether a contract, transaction, or arrangement is fair and reasonable to HSHS, the Committee shall consider, where applicable: 1. appraisals or other independent valuations of the Fair Market Value of the contract, transaction, or arrangement; 2. information regarding comparable contracts, transactions, or arrangements between unrelated parties; 3. offers from comparable competing entities; and/or 4. studies of comparable compensation arrangements. In any case in which the Committee finds, after taking the steps described above, that HSHS should participate in a proposed transaction or arrangement despite the existence of a conflict of interest, the Committee shall develop, implement, monitor, and enforce compliance with a Conflict Management Plan for managing the Conflict of Interest as it considers necessary for such findings to remain valid throughout the life of the contract, transaction, relationship, arrangement, or activity. All Conflict Management Plans shall: 1. state that the Committee will oversee, monitor, and enforce compliance with the plan throughout the course of the study, and specify means for doing so, including, without limitation, that the appropriate individuals must provide the Committee with written reports pertaining to compliance with the Conflict Management Plan, that the Committee shall have the right to audit the study for such compliance, and the right to impose sanctions for non-compliance; 2. state that the Plan must be shared with Covered Person whose Interests it was developed to manage; 3. state that the Plan must be shared with, and periodic reports on compliance with the Plan must be provided to, the Board, senior management and/or government agencies; and 4. provide for such other management steps and mechanisms the Committee considers necessary and appropriate. In addition to the Committee, the System Office Vice Presidents of System Responsibility and Risk & Compliance may retain such independent advisors or experts as deemed necessary to assist in making its determinations and decisions. If the Committee determines that the contemplated transaction, relationship, arrangement or activity cannot proceed due to a Conflict of Interest, the Committee shall inform the applicable Covered Person or decision-making body of such determination within one week of the Committee meeting at which the contemplated transaction was discussed. The Committee shall document its rejection of the contemplated transaction in the Committee's meeting minutes. |
| WHISTLEBLOWER POLICY | FORM 990, PART VI, LINE 13 | Provisions within the Corporate Compliance Program and Conflict of Interest Policy provide protections for whistleblower type activities. |
| COMPENSATION PROCESS | FORM 990, PART VI, LINE 15 | The Compensation Committee ("Committee") is comprised of independent members of the Board of Directors. The Committee develops a compensation philosophy for the System and all affiliates. The Committee selects and hires the independent compensation consultant to develop comparability data and advise the Committee during its deliberations regarding all elements of total compensation for all disqualified individuals. Integrated Healthcare Strategies ("IHS"), the consultants utilized by the Committee, use data from multiple tax-exempt peer group sources to determine salary ranges, incentive opportunity ranges, and benefits for the disqualified individuals. IHS then assists the Committee in preparing contemporaneous documentation of all actions. Each Committee meeting is conducted with the intent to create a rebuttable presumption of reasonableness for all elements of executive total compensation for the disqualified individuals. The Chairman makes this declaration and also inquires if there are any conflicts of interest by any attendees. Any conflicts are disclosed and the Committee then acts in a manner to avoid any conflicted individual participating in any manner where a conflict might exist. At the end of the meeting, the Committee prepares contemporaneous minutes that record all actions taken during the meeting. |
| DISCLOSURE: DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 | BOARD-APPROVED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. |
| COMPENSATION ARRANGEMENT | FORM 990, PART VII, SECTION A | HOSPITAL SISTERS HEALTH SYSTEM EMPLOYS THE MANAGEMENT/OFFICERS OF THE VARIOUS ENTITIES WHICH ARE CENTRALLY SUPPORTED FOR THE BENEFIT OF THE THIRTEEN HOSPITALS IT SPONSORS. |
| POOLED INVESTMENT ACCOUNT | FORM 990, PART X, LINE 11 | HOSPITAL SISTERS HEALTH SYSTEM CASH RESERVES ARE INVESTED IN A POOLED INVESTMENT ACCOUNT. PARTICIPATION IN THE POOLED FUND IS LIMITED TO THE 501(C)(3) HOSPITALS AND RELATED HEALTH SERVICES ORGANIZATIONS SPONSORSD BY HSHS. THE POOLED ACCOUNT CONSISTS OF CASH, AND EQUITY AND DEBT SECURITIES that are publicly traded. IN ACCORDANCE WITH THE PROVISIONS OF SFAS NO. 124 "ACCOUNTING FOR CERTAIN INVESTMENTS HELD BY NOT-FOR-PROFIT ORGANIZATIONS," INVESTMENTS IN EQUITY SECURITIES WITH READILY DETERMINABLE VALUES, AND ALL INVESTMENTS IN DEBT SECURITIES, ARE REPORTED AT FAIR VALUE ON THE BALANCE SHEET. INCOME, REALIZED AND UNREALIZED GAINS AND LOSSES ARE NOT IDENTIFIED TO THE PARTICIPANTS. |
| Other Change in Net Assets | Form 990, Part XI, Line 5 | Transfer from Affiliate 21,545,996 Change in Pension fund status (7,187,427) Contributions on Foundation's 990 (103,150) Investment Income on Foundation's 990 14,429 Unrealized Losses (2,932,610) Equity in Earnings of Kiara (24,257,537) ------------ TOTAL OTHER CHANGE IN NET ASSETS (12,920,299) ============ |
| AFFILIATED SYSTEM DISCLOSURE | Hospital Sisters Health System (HSHS), is a health care ministry that includes 13 hospitals, scores of community-based health centers and clinics, and more than 2,000 physician partners across Illinois and Wisconsin. The Mission of HSHS is to reveal and embody Christ's healing love for all people through our high quality Franciscan health care ministry. We live our Mission by healing those who seek our care, as well as through our Community Benefit initiatives. Working collaboratively with others in the 12 communities we serve, our Community Benefit efforts are successfully expanding access to care, improving the health status of residents, and furthering medical education and knowledge. Across HSHS, we collectively provided $174.2 million in Community Benefits (or 9.7% of total hospital expenses) in FY2012. Included in this amount was $43.1 million provided for Charity Care and $97.9 million for unreimbursed care provided under the Medicaid program. In addition, HSHS hospitals committed significant resources to care for Medicare patients. The cost of providing services to primarily elderly beneficiaries of the Medicare program - in excess of governmental and managed care contract payments - was $168.4 million. HSHS hospitals also recorded $106.6 million in uncollectible accounts. Beyond the dollars invested in our Community Benefit programs, HSHS also continues to reinvest any surplus revenue from operations and investments into new medical technology, facility infrastructure and health care services in our communities. By doing do, we ensure we are able to meet the ongoing demand for high quality, efficient and easily accessible health care. Recognizing that the health care delivery model in the U.S. is evolving, HSHS remains focused on implementing our Care Integration strategy. Care Integration coordinates the delivery of care around the needs of each patient. During FY2012, we made significant progress with this strategy as we further implemented interoperable health information technologies, expanded the number of Medical Homes, and strengthened our alignment with physicians. Greater access to care: As a Franciscan health care ministry, HSHS is deeply committed to serving those who are most in need. We not only provide care to every patient who walks through our doors, but also reach out beyond the walls of our hospitals and clinics to care for the individual. Our efforts to ensure residents in the communities we serve receive the right care at the right time often involve partnering with others to achieve this goal. Across our two-state system, there are numerous examples of HSHS collaborating with other organizations to enhance access to care for those in need. In western Wisconsin, St. Joseph's Hospital in Chippewa Falls works closely with the Chippewa Health Improvement Partnership (CHIP) to support the Open Door Clinic. The free medical clinic provides health care for those without insurance coverage. This past year, the clinic received a total of 2,216 patient visits, a 25% increase from the prior year. With more than 150 individuals volunteering, the clinic provided over 6,500 hours (including 700 physician hours and 1,500 nursing hours) of service to individuals. The Open Door Clinic is an example of HSHS providing leadership and support to a community-based program designed to meet the needs of those less fortunate. In northeastern Wisconsin, St. Vincent Hospital in Green Bay supports patient care for the uninsured at the NEW Community Clinic by paying a nurse's salary and offering free and discounted laboratory and radiology services. More than 70% of patients who use the clinic report the care they received helped keep them out of the Emergency Department. St. Nicholas Hospital in Sheboygan proactively reaches out to local Hmong and Hispanic organizations to ensure these populations can participate in free screenings and health education programs. Through this ongoing outreach initiative, St. Nicholas engaged more than 350 people last year, and in many cases was able to identify critical health conditions early and provide appropriate follow-up care. A Woman's Place at St. Mary's Hospital Medical Center in Green Bay reaches out to Hispanic neighbors to provide health and wellness education, health screenings, resources and referral services. Last year A Woman's Place touched the lives of more than 7,000 women through health screenings, educational events, classes and its resource center. In southeast Illinois, area residents can get help filling a prescription through the long-term collaboration between St. Anthony's Memorial Hospital in Effingham and Catholic Charities. Last year, St. Anthony's helped underwrite the cost of prescription medications for more than 430 residents. In southwest Illinois, St. Joseph's Hospital in Highland recognized many rural residents did not have a reliable means of transportation and partnered with generous individuals in the community to offer a free transportation service. The "Friends' Van," fully supported by the Friends of St. Joseph's Hospital, provides free rides to medical, dental and other personal appointments within a 20-mile radius of Highland. In FY2012, the Friends Van transported 2,050 individuals for a total of 12,561 miles. In addition to programs such as these, HSHS makes sure that those who need financial assistance for care receive it. Our Charity Care program covers 100% of hospital charges for individuals and families who earn less than 200% of the federal poverty level. HSHS Charity Care programs have a sliding scale, in some instances providing up to a 60% discount on charges for those earning up to 600% of the federal poverty level. Counselors are available in our hospitals to explain our charity care policies to patients, provide them with assistance in filling out a simple application form, or help them enroll in publicly funded health care programs. | |
| affiliated system disclosure - continued | Better community health: As part of our mission to embody Christ's healing love, we understand that we have a responsibility to improve the overall quality of life in our communities by supporting initiatives that promote health and wellness. We recognize we are most successful when we work together with a wide array of public and private organizations that share our commitment to improving lives. By doing so, we maximize our efforts and reduce the duplication of services. HSHS hospitals also understand we need to listen closely to the residents of the communities we serve to ensure the health care needs of all are being met. To that end, each of our 13 hospitals completed Community Health Needs Assessments (CHNA) during FY2012. The information gathered from these assessments is being used to help us develop new, and enhance existing, programs and services that best address the needs of the community. Among the many priority needs identified from the CHNAs include metabolic and cardiovascular disease management, adequate food and nutrition, and mental health. HSHS hospitals are addressing these and other needs by proactively offering educational opportunities, preventative screenings, and new or enhanced clinical services. To address metabolic disease management, St. Francis Hospital in Litchfield, Illinois, partners with Montgomery County Health Department to provide screening for diabetes and renal disease. St. Francis Hospital teams up with Macoupin County Health Department to provide Diabetes Self-Management classes. St. Joseph's Hospital in Breese, Illinois coordinates several community education seminars and health fairs on cardiovascular disease and healthy eating each year. Over 3,000 residents participated in these health events last year. Recognizing the importance of proper food and nutrition to overall health, St. John's Hospital in Springfield initiated the Destination Dinner program which teaches families how to cook healthy, from-scratch meals, and eat together as a family. Families meet quarterly to learn new cooking skills. They also learn how to prepare a meal for a family of four on a budget of $8.00. In addition to raising awareness about how to eat healthy on a limited budget, the program brings families together around the dinner table, which research shows promotes healthy relationships, increased academic performance and decreased risk for substance abuse and risky sexual behavior. Sacred Heart Hospital in Eau Claire, Wisconsin addressed the need for access to mental health services for children and adolescents by opening an outpatient behavioral health clinic. Sacred Heart has also adopted screening tools for behavioral and mental health risk factors for use at affiliated clinics. The goal is to better identify mental health issues and provide earlier intervention. Sacred Heart Hospital is also working with the Chippewa Valley Free Clinic (CVFC) to develop expanded provider coverage for CVFC patients who require mental health services. St. Mary's Hospital in Streator, Illinois recognized the importance of addressing the psychosocial needs of patients with complicated or serious illnesses. As a result, the hospital developed a supportive care team that includes a physician, nurse, social worker, and chaplain. Working together, the team identifies patient and family goals to manage symptoms. The service is offered free of charge and includes time intensive patient-family communication, and symptom management for pain, anxiety, nausea, difficulty breathing, appetite loss, emotional distress and sleep disturbances. Expanded medical knowledge: HSHS works to advance medical knowledge by supporting research initiatives and educational opportunities. In Fiscal Year 2012, HSHS hospitals and affiliated physician groups contributed more than $16.2 million toward research and education. Examples of this commitment include studying the impact telemedicine has improving care and reducing unplanned readmissions for patients with Congestive Heart Failure, subsidizing medical school residency programs, offering ongoing medical education to physicians and clinicians, and providing job shadowing programs for high school students. Examples of this commitment include St. John's College in Springfield, which offers the last two years of the baccalaureate degree in nursing, as well as continuing education programs for nurses and health professionals St. Elizabeth's Hospital in Belleville, Illinois has students from local community colleges and universities participate in a variety of clinical training programs, including nursing, behavioral health and radiology. In FY2012, 744 area students participated in over 93,000 hours of clinical education. Staff at St. Elizabeth's provided 10,732 hours of mentoring, valued at over $485,000. Colleagues at St. Mary's Hospital in Decatur, Illinois share their knowledge with the community through training programs for local paramedics and first responder groups, as well as CPR classes for the general public. St. Mary's partners with the Decatur Fire Department Prevention Bureau to organize a Junior Fire Cadet program. The program is open to Decatur area youth between ages 8-17 and participants learn about fire safety, first aid, conflict resolution and other life skills. Higher level of care: HSHS's Community Benefit initiatives are a vital part of our overall Mission. We believe that through our work to create greater access to care, better community health, and expanded medical knowledge, we made a positive difference in the lives of tens of thousands of people during Fiscal Year 2012. Our commitment to Community Benefit stems from the Franciscan and Catholic values shared by our 14,000 colleagues in Wisconsin and Illinois. There is still more to do and we remain dedicated to continuously improve upon our Community Benefit work so that we can help more people live healthier lives. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER MARY ANN MINOR, OSF TITLE:CHAIRPERSON HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER MAUREEN O'CONNOR, OSF TITLE:SECRETARY HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER MARY MORIN, OSF TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER MARYANN FALBE, OSF TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN E. STAUDT TITLE:Board Member HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER MARY MOLLISON, CSA TITLE:VICE CHAIRPERSON HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER BERNICE COREIL, DC TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEPHEN J. BOCHENEK TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN R. COMBES, M.D. TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Mary Starmann-Harrison TITLE:President & CEO HOURS:7 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT B. ATWELL TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVEN A. HASSEBROCK TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SISTER GERTRUDE O'CONNOR, OSF TITLE:BOARD MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LAWRENCE SCHUMACHER TITLE:COO HOURS:9 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ANN M. CARR TITLE:TREASURER HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MICHAEL W. COTTRELL TITLE:CFO HOURS:4 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Frank L. Mikell TITLE:Chief Physician Executive HOURS:7 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Robert P. Ritz TITLE:Pres/CEO Springfield Ref Div HOURS:60 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Stephen F. Ronstrom TITLE:Pres/CEO Western Wisconsin Div HOURS:60 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Therese B. Pandl TITLE:Pres/CEO Eastern Wisconsin Div HOURS:60 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Richard D. Rolston TITLE:Pres/CEO HSHS Medical Group HOURS:60 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Springfield Health Partners LLC | |||||||||
| 4936 Laverna Road | Springfield | IL | 62707 | 371364419 | Healthcare | IL | 0 | 0 | HSHS MG |
| Kiara Clinical Integration Network LLC | |||||||||
| 4936 Laverna Road | Springfield | IL | 62707 | 261417684 | HealthCare | IL | -1434727 | 9420153 | HSSI |
| Physician Clinial Integration Network LL | |||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371668647 | HEALTHCARE | IL | -987686 | 643991 | KCIN |
Form990 Schedule R Part II Form990ScheduleRPartII (23 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HOSPITAL SISTERS OF ST FRANCIS FDTN | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371186514 | HEALTHCARE | IL | 501(c)(3) | 11A | NA | true |
| HSHS HEALTHCARE PLAN TRUST FUND | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371137724 | HEALTHCARE | IL | 501(c)(9) | N/A | NA | true |
| HSHS SELF INSURANCE TRUST | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371120626 | INSURANCE | IL | 501(c)(3) | 11A | NA | true |
| HOSPITAL SISTERS HEALTHCARE WEST INC | ||||||||||
| 2661 COUNTY HIGHWAY 1 | CHIPPEWA FALLS | WI | 54729 | 510157933 | HEALTHCARE | WI | 501(c)(3) | 11A | NA | true |
| SACRED HEART HOSPITAL | ||||||||||
| 990 WEST CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | 390807060 | HEALTHCARE | WI | 501(c)(3) | 3 | NA | true |
| ST ANTHONY'S HOSPITAL | ||||||||||
| 503 N MAPLE STREET | EFFINGHAM | IL | 62401 | 370661233 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST ELIZABETH'S HOSPITAL | ||||||||||
| 211 SOUTH THIRD STREET | BELLEVILLE | IL | 62220 | 370663567 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST NICHOLAS HOSPITAL | ||||||||||
| 3100 SUPERIOR AVENUE | SHEBOYGAN | WI | 53081 | 390808480 | HEALTHCARE | WI | 501(c)(3) | 3 | NA | true |
| ST JOHN'S HOSPITAL | ||||||||||
| 800 EAST CARPENTER STREET | SPRINGFIELD | IL | 62769 | 370661238 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST JOSEPH'S HOSPITAL | ||||||||||
| 9515 HOLY CROSS LANE | BREESE | IL | 62230 | 371208459 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST JOSPEH'S HOSPITAL | ||||||||||
| 2661 COUNTY HIGHWAY 1 | CHIPPEWA FALLS | WI | 54729 | 390810545 | HEALTHCARE | WI | 501(c)(3) | 3 | NA | true |
| ST MARY'S HOSPITAL | ||||||||||
| 1800 E LAKE SHORE DRIVE | DECATUR | IL | 62521 | 370661244 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST MARY'S HOSPITAL | ||||||||||
| 111 SPRING STREET | STREATOR | IL | 61364 | 362169181 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST MARY'S MEDICAL CENTER | ||||||||||
| 1762 SHAWANO AVENUE | GREEN BAY | WI | 54303 | 390818682 | HEALTHCARE | WI | 501(c)(3) | 3 | NA | true |
| ST VINCENT HOSPITAL | ||||||||||
| 835 S VAN BUREN | GREEN BAY | WI | 51301 | 390817529 | HEALTHCARE | WI | 501(c)(3) | 3 | NA | true |
| ST JOSEPH'S HOSPITAL | ||||||||||
| 1515 MAIN STREET | HIGHLAND | IL | 62249 | 370663568 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| ST FRANCIS HOSPITAL | ||||||||||
| 1215 FRANCISCAN DRIVE | LITCHFIELD | IL | 62056 | 370661236 | HEALTHCARE | IL | 501(c)(3) | 3 | NA | true |
| HOSPITAL SISTERS SERVICES INC | ||||||||||
| 4936 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | 371163402 | HEALTHCARE | IL | 501(c)(3) | 11A | NA | true |
| HSHS MEDICAL GROUP INC | ||||||||||
| 3215 Executive Park Drive | SPRINGFIELD | IL | 62703 | 263956318 | HEALTHCARE | IL | 501(c)(3) | 11A | NA | true |
| HSHS WISCONSIN MEDICAL GROUP INC | ||||||||||
| 3215 Executive Park Drive | springfield | IL | 62703 | 264515959 | HEALTHCARE | WI | 501(c)(3) | 11A | NA | true |
| orange cross ambulance inc | ||||||||||
| 919 ashland avenue | sheboygan | WI | 53081 | 391860942 | healthcare | WI | 501(c)(3) | 3 | st nicholas | true |
| wisconsin upper peninsula oncology mgmt | ||||||||||
| 835 s van buren | green bay | WI | 54301 | 391677100 | healthcare | WI | 501(c)(3) | 3 | st vincent | true |
| unity limited partnership | ||||||||||
| 2366 oak ridge circle | de pere | WI | 54115 | 391750729 | healthcare | WI | 501(c)(3) | 11a | HSSI | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Memorial and St Elizabeth's Healthcare | ||||||||||||||
| 4000 North Illinois Street | Swansea | IL | 62226 | 371312961 | HealthCare | IL | St Elizabeth's | RELATED | 2200182 | 8475835 | false | $0 | false | 0.50000 |
| Prairie Heart Institute - Carbondale | ||||||||||||||
| 800 East Carpenter Street | Springfield | IL | 62769 | 371321197 | HealthCare | IL | St John's | RELATED | -8272 | 20364 | false | $0 | false | 0.50000 |
| Northeast Wisconsin Radiation Therapy Se | ||||||||||||||
| 1821 S Webster Ave Ste 300 | Green Bay | WI | 543079047 | 263749065 | HealthCare | WI | HSSI | RELATED | 438615 | 3757018 | false | $0 | false | 0.50000 |
| Pain Center of Wisconsin | ||||||||||||||
| 4131 W Loomis Road Suite 300 | Greenfield | WI | 53221 | 263155343 | HealthCare | WI | St Vincent | RELATED | 3153762 | 3085388 | false | $0 | false | 0.50000 |
| Surgery Center of Sheboygan LLC | ||||||||||||||
| 3141 Saemann Avenue | Sheboygan | WI | 53081 | 260822209 | HealthCare | WI | St Nicholas | RELATED | 661480 | 1585809 | false | $0 | false | 0.50000 |
| Prevea Ventures LLC | ||||||||||||||
| 2710 EXECUTIVE DRive | Green Bay | WI | 54304 | 203775127 | HealthCare | WI | HSSI | RELATED | 0 | 0 | false | $0 | false | |
| CARPENTER STREET HOTEL LLC | ||||||||||||||
| hotel | IL | lasante inc | RELATED | -30639 | 1191792 | false | $0 | false | 0.50500 | |||||
| SPRINGFIELD URGENT CARE REAL E | ||||||||||||||
| rent. real es | IL | Lasante inc | RELATED | 35277 | 1168057 | false | $0 | 0.51000 | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kiara Inc | ||||||||||||||||
| 4936 Laverna Rd | Springfield | IL | 62707 | 371163401 | HealthCare | IL | NA | C Corp | -2076455 | 9647670 | 1.00000 | |||||
| LaSante Wisconsin Inc | ||||||||||||||||
| 4936 Laverna Rd | Springfield | IL | 62707 | 391572196 | HealthCare | IL | Kiara Inc | C Corp | 509460 | 9832286 | 1.00000 | |||||
| LaSante Inc | ||||||||||||||||
| 4936 Laverna Rd | Springfield | IL | 62707 | 371163400 | HealthCare | IL | Kiara Inc | C Corp | -30056 | 577154 | 1.00000 | |||||
| Prairie Cardiovascular | ||||||||||||||||
| 619 East Mason Suite 4P57 | Springfield | IL | 62701 | 371071858 | HealthCare | IL | Kiara Inc | C Corp | -20534879 | 15963339 | 1.00000 | |||||
| Prevea Health Services | ||||||||||||||||
| 2710 EXECUTIVE DR | Green Bay | WI | 54304 | 391839351 | HealthCare | WI | HSSI | C Corp | 0 | 0 | 0.00000 | |||||
| Prevea Clinic Inc | ||||||||||||||||
| 2710 EXECUTIVE DR | Green Bay | WI | 54304 | 391839349 | HealthCare | WI | HSSI | C Corp | 0 | 0 | 0.00000 | |||||
| Prevea Health Network | ||||||||||||||||
| 2710 EXECUTIVE DR | Green Bay | WI | 54304 | 392000537 | HealthCare | WI | HSSI | C Corp | 0 | 0 | 0.00000 | |||||
| Renaissance Quality Insurance Ltd | ||||||||||||||||
| 980669953 | Insurance | HSSI | C Corp | 0 | 0 | 0.00000 | PO Box 1159 | Grand Cayman | CJ | KY1-1102 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIARA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 17178896 | AmountInvolved |
| Method Of Amt Determination | cash | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | transactions with related organizations | Identifier |
| Return Reference | schedule r, part v, line 2 | ReturnReference |
| Explanation | any transactions listed on schedule r, part v, line 1 and not on schedule r, part v, line 2 are between related 501(c)(3) organizations that are not 512(b)(13) controlled and do not require reporting on this section. For all organizations reported as 512(b)(13) controlled in Schedule R, Part II, please see Schedule A, part IV for the only transactions between these organizations. Hospital Sisters Health System (HSHS) charges a management fee to the related organizations for services rendered in fulfilling the mission of HSHS. | Explanation |