2013-05-15T10:45:18-04:00 2012-06-30 990 2011-07-01 363262111 Wheaton Franciscan Services Inc % LISA FLANIGAN WHEA 6309096900 26 W171 Roosevelt Rd Wheaton IL 60187 JONATHAN W SOHN 2013-05-15 2011 2016-02-24 21:20:13Z John D Oliverio 400 W RIVER WOODS PARKWAY GLENDALE WI 53212 1359544117 false 0928 X www.wfhealthcare.org X 1983 IL WFSI is the parent organization that provides oversight and support to its system of related healthcare organizations and housing ministry operating in four states. 10 9 704 0 0 15766 11550 276288600 280393239 16749927 11671759 39239384 33445104 332293677 325521652 498520 689108 0 0 187311637 197273437 0 0 0 121319542 121135651 309129699 319098196 23163978 6423456 1292267733 1273325583 1386372685 1524672685 -94104952 -251347102 X As a member of Wheaton Franciscan Healthcare, our affiliates strive to live out the healing ministry of Jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the healthcare employer of choice, and the preferred partner of physicians. false false 67642247 689108 313838343 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 610 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 125 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 has been 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. Wheaton Franciscan Healthcare is ranked 32nd and is the top system in Southeast Wisconsin. 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 is a recent 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 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. *The interest in Affinity Health System was sold to Ministry Healthcare in February 2012 and as such statistics related to that system have not been included in this filing. Please see our full 2012 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: 1,794 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,143 Affiliated Physicians: 2,424 Employed Physicians: 610 Emergency Room Visits: 345,145 Newborns: 8,677 Hospital Admissions: 72,335 Hospital Patient Days: 348,751 Skilled Nursing Unit Patient Days: 24,057 Long-term Care Facility Patient Days: 83,512 Hospital Outpatient Visits: 1,696,550 Hospice Days: 22,324 Home Health Visits: 117,452 Medical Group Physician Visits: 1,540,488 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. Covenant Regional Services, Inc. Illinois Marianjoy Rehabilitation Hospital and Clinics Marianjoy Medical Group Marianjoy Foundation RUSH OAK PARK HOSPITAL, Inc. OSF Services Canticle Ministries Clara Pfaender Fund Upendo Village Wisconsin Wheaton Franciscan - Elmbrook Memorial, St. Joseph, and The Wisconsin Heart Hospital 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 / 2012 Charity Care: $37,795,590. 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: $91,349,958. 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: $3,900,044. 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: $2,687,567. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, equipment, supplies, and loaned staff for volunteer and charitable purposes, made to individuals, community groups, or nonprofit organizations for charitable purpose 67642247 true true false true false false false false false true false false false true false false true false true true false false false false false false true false true true false true false false false false false false true true false false false false false true true true false false true X 821 0 true 704 true false true CJ false false false false false false false false X 10 9 false false true false true true true true true false true true true true true true true true true true false X LISA FLANIGAN 6309096900 26 W171 ROOSEVELT RD WHEATON IL 60187 X John Oliverio 40.0 X X 2520506 0 161546 Parke Behn 1.0 X Dennis Clark 1.0 X James Concannon MD 1.0 X X Sr Mary Beth Glueckstein 1.0 X Carolyn Hodge-West 1.0 X Camille Hogan 1.0 X Michael Murry 1.0 X X Stephen Roell 1.0 X Robert Walker 1.0 X X Sarah Herzog 40.0 X 398402 58356 Brenda Bowers 40.0 X 295246 42053 Richard Canter 40.0 X 752172 90044 Stephen Cardamone DO 40.0 X 678713 273740 Coreen Dicus-Johnson 40.0 X 445197 60242 Wayne Frangesch 40.0 X 391490 62266 James Gresham 40.0 X 289211 73942 Michael Lepore 40.0 X 537185 79559 Therese Rocole 40.0 X 244382 36842 Gregory Smith 40.0 X 438602 257033 Jon Sohn 40.0 X 512138 69026 Kenneth Buser 40.0 X 571420 101956 Jack Dusenbery 40.0 X 598977 74086 Michele Panicucci 40.0 X 442415 72111 Debra Standridge 40.0 X 440327 60302 Kathleen Yosko 40.0 X 545037 66618 William Blum 40.0 X 226669 5700 Robert De Vita 40.0 X 147651 15263 Loren Meyer MD 40.0 X 316819 8060 Jon Wachs 40.0 X 461202 11838 11253761 0 1680583 112 true true false Catholic Healthcare Audit 231 S Bemiston Ste 300 CLAYTON MO 63105 Audit Services 1184939 CIBER INC PO BOX 912468 DENVER CO 80291 CONSULTANTS 1037637 MERCER HUMAN RESOURCE CONSULTING PO BOX 730212 DALLAS TX 75373 HR Consulting 938011 Press Ganey Associates Inc PO Box 88335 MILWAUKEE WI 53288 SVC EXCELLENCE 900872 Benefit Services Group Inc PO Box 88911 MILWAUKEE WI 53288 Consulting 737983 32 8790 2760 11550 SUPPORT SERVICES REVENUE 561000 277269033 277269033 GPO PATRONAGE DIV 900099 3124206 3124206 280393239 5774461 5774461 1804156 1804156 0 1038115607 1034022465 4093142 4093142 4093142 0 0 0 INT INTERCO LOANS 900099 28235866 28235866 INVESTMENT IN AFFILIATE 900099 4856708 4856708 ALL OTHER REVENUE 900099 352530 352530 33445104 325521652 313838343 11671759 X 688108 688108 0 1000 1000 0 8767890 8767890 1193202 1193202 50706132 5544192 45161940 33264601 277210 32987391 99837663 1663258 98174405 3503949 424131 3079818 0 2158572 2158572 1742395 1742395 0 0 596102 596102 3364852 2523639 841213 0 8646732 6485049 2161683 947006 947006 0 3188165 2391124 797041 594188 46992 547196 0 525000 41481 483519 33860448 33860448 745000 745000 20744746 15558559 5186187 11314614 8485960 2828654 MAINTENANCE CONTRACTS 19902721 14927041 4975680 MINOR EQUIPMENT 7814479 5860859 1953620 OTHER PURCHASED SERVICES 3119191 1559595 1559596 MEMBERSHIP FEES & DUES 673567 3012 670555 1197873 416037 781836 319098196 67642247 251455949 0 0 0 35196852 45547428 0 0 407094 259493 0 0 0 0 570755262 511367198 182555 192327 14599847 14928219 186317630 114189617 64674372 72128013 550907446 599689112 16694939 21551647 26285304 0 0 0 12564062 7662146 1292267733 1273325583 70632994 74814946 0 0 6443157 5630827 778275000 742485000 0 0 0 0 0 0 0 0 531021534 701741912 1386372685 1524672685 X -94153021 -251376092 48069 28990 0 0 -94104952 -251347102 1292267733 1273325583 X 6423456 -163665606 X false true true X false X X X false false false CALUMET MEDICAL CENTER 390905385 03 false true true 0 MERCY MEDICAL CENTER OF OSKOSH INC 390806268 03 false true true 0 NETWORK HEALTH SYSTEM INC 391127163 03 false true true 0 ST ELIZABETH HOSPITAL INC 390816818 03 false true true 2579645 WFH - ALL SAINTS INC 391264986 03 false true true 41240808 WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC 391559428 03 false true true 309132 WHEATON FRANCISCAN MEDICAL GROUP INC 391791586 03 false true true 10200876 WFH PHARMACY ENT & FRAN WOODS INC 391613624 09 false true true 701100 WFH - ST FRANCIS INC 390907740 03 false true true 15275832 WHEATON FRANCISCAN INC 390816857 03 false true true 52460136 WFH - TERRACE AT ST FRANCIS INC 391486775 09 false true true 125112 WFH - FRANKLIN INC 562592868 03 false true true 2348316 MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC 362680776 03 false true true 11091143 REHABILITATION MEDICINE CLINIC INC 363236791 03 false true true 0 CANTICLE MINISTRIES INC 364091836 07 false true true 0 RUSH OAK PARK HOSPITAL INC 362183812 03 false true true 0 SET MINISTRIES INC 391618277 09 false true true 0 ST CATHERINES HOSPITAL INC 390855075 03 false true true 0 UPENDO VILLAGE NFP 331007368 09 false true true 0 COVENANT MEDICAL CENTER INC 421264647 03 false true true 46068497 MERCY HOSPITAL OF FRANCISCAN SISTERS INC 421178403 03 false true true 0 NE IOWA REAL ESTATE INVESTMENTS LTD 421207432 0 false true true 0 SARTORI MEMORIAL HOSPITAL INC 420758901 03 false true true 0 ASSISI HOMES-BATAVIA APARTMENTS INC 363914084 09 false true true 0 ASSISI HOMES-COLONY PARK INC 364039278 09 false true true 0 ASSISI HOMES-CONSTITUTION HOUSE INC 364049150 09 false true true 0 ASSISI HOMES-JEFFERSON COURT INC 391771526 09 false true true 0 ASSISI HOMES-KENOSHA INC 391814815 09 false true true 0 ASSISI HOMES-SAXONY INC 391790498 09 false true true 0 ASSISI HOMES OF GURNEE INC 363942336 09 false true true 0 ASSISI HOMES OF ILLINOIS INC 363803443 09 false true true 0 ASSISI HOMES OF NEENAH INC 363767250 09 false true true 0 CANTICLE PLACE INC 363957850 09 false true true 0 CATHERINE MARIAN HOUSING INC 391657098 09 false true true 0 CLARE GARDENS 237200039 09 false true true 0 CLARE OF ASSISI HOMES-WESTMINSTER INC 742740978 09 false true true 0 DAYSPRING VILLA INC 363933908 09 false true true 0 FRANCIS HEIGHTS INC 840626174 09 false true true 0 FRANCISCAN SENIORS KENOSHA INC 391821568 09 false true true 0 MARIAN HOUSING CENTER INC 391515867 09 false true true 0 MARIAN PARK 362750105 09 false true true 0 RIDGEWAY PLACE INC 421416064 09 false true true 0 STARVED ROCK-LASALLE MANOR INC 363796933 09 false true true 0 VILLA MARIA INC 841347868 09 false true true 0 VILLA ST CLARE INC 391769395 09 false true true 0 45 182400597 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 69998 false false true 0 69998 false LOBBYING Schedule C, Part II-B, LINE 1i Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of healthcare and housing organizations that are related through a common parent organization. Certain entities within this controlled group engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs one full time Vice President of Strategic Planning and Government Relations whose duties include a portion of lobbying activities. These lobbying activities approximate 20% of total annual salary. A benefits factor of 25% is added, and the total is allocated amongst the organizations receiving the benefit of these services. The lobbying activities include such things as preservation of Medicare and Medicaid funding; monitoring federal legislation that may impact the organization; participating in and coordinating visits with elected officials; coordinating advocacy activities in conjunction with relevant trade associations; and providing awareness on specific state related legislative issues when the need arises (e.g.: state hospital assessment legislation in Wisconsin). The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been added or estimated, as appropriate. 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 $69,998 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $38,576 Wheaton Franciscan, Inc. #39-0816857 $17,457 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 $9,611 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $10,004 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $1,838 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $1,407 Marianjoy, Inc. #36-3483589 $4,242 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $12,138 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $4,243 Covenant Medical Center, Inc. #42-1264647 $24,944 Sartori Hospital, Inc. #42-0758901 $4,516 Mercy Hospital, Inc. #42-1178403 $2,008 TOTAL LOBBYING EXPENSES: $200,982 2064696 2064696 16715244 5741788 10973456 147531296 108116735 39414561 0 20006394 331094 19675300 72128013 0 SECURITY LENDING PAYABLE 4513522 BENEFIT RESTORATION PLAN 200000 PENSION-MIN LIAB PER FAS87 298197662 DEFERRED COMPENSATION 26609290 FELICIAN SERVICES 28000000 GIFT ANNUITIES 70944 DERIVATIVE SWAP VALUE ADJ 7023781 DUE TO/FROM RELATED ORGS 318085523 ORIGINAL ISSUE DISCOUNT 2003 166444 ORIGINAL ISSUE DISCOUNT 2006A 11610716 ORIGINAL ISSUE DISCOUNT 2006B 7264030 701741912 325521652 319098196 6423456 -11946009 -2376934 -14322943 -7899487 313575643 -11946009 -11946009 325521652 325521652 321475130 2376934 2376934 319098196 319098196 Supplemental Information Schedule D, Part XI, XII, XIII SCHEDULE D NET ASSETS, REVENUE, AND EXPENSE RECONCILIATIONS AFFILIATES OF WHEATON FRANCISCAN HEALTHCARE HAVE A CONSOLIDATED AUDIT PREPARED FOR THE ENTIRE CONTROLLED GROUP. BECAUSE OF THIS, CERTAIN PARTS OF THIS IRS FORM 990 REGARDING INDIVIDUALLY PREPARED AUDITS HAVE BEEN ANSWERED ACCORDINGLY AND PER IRS INSTRUCTIONS. NORMALLY, AFFILIATES OF WHEATON FRANCISCAN HEALTHCARE WILL USE AN INTERNALLY PREPARED DOCUMENT, THAT BREAKS THE CONSOLIDATED AUDIT DOWN TO THE ENTITY LEVEL AND TIE EACH 990 ACCORDINGLY. SCHEDULE D, PART XI, LN 8 Difference between Premiums Paid and Claims Paid ($2,376,934) RECONCILIATION OF ENDING NET ASSETS: BEGINNING Net Assets PER FORM 990 (94,104,952) FY12 Excess Rev over Exp 6,423,456 FY12 Excess Rev over Exp-Unrealized Loss (11,946,009) Reverse PL/GL premiums paid (3,813,200) Deduction for PL/GL claims paid 1,436,266 Chg in Eq Tnfr Pension (151,425,986) Chg in Eq Trfrs Unconsol Affiliates 28,368,623 Chg in Investment-Unconsol Affiliates (26,285,304) Rounding 4 ENDING Net Assets PER 990 (251,347,102) ENDING NET ASSETS PER AUDITED FIN STMTS (251,347,102) SCHEDULE D, PART XIII, LINE 2d Reverse PL/GL premiums paid (3,813,200) Deduction for PL/GL claims paid 1,436,266 true Central America and the Caribbean 1 2 Program Services Financial 3334070 1 2 1 2 3334070 3334070 true false true false false false Supplemental Info Schedule F, Part I, Line 3, Col f Contribution of capital $3,334,070 true HOSPITAL SISTERS MISSION OUTREACH PO BOX 1665 SPRINGIELD IL 62705 352271729 501(C)(3) 15158 Contribution SCHOLARSHIP AMERICA Inc PO BOX 240 ST PETER MN 56082 237039405 501(C)(3) 15000 SCHOLARSHIPS Sharon Lynn Wilson Center for the Arts 19805 W Capital Drive Brookfield WI 53045 391787648 501(C)(3) 15500 SPONSORSHIP City of Brookfield 2000 N Calhoun Road Brookfield WI 53005 396020813 City of Brookfd 10000 Sponsorship Conservancy for Healing & Heritage PO Box 1387 Hayward WI 54843 260078171 501(c)(3) 8275 DONATION WHEATON FRANCISCAN SISTERS PO BOX 667 WHEATON IL 60187 362297501 501(c)(3) 10250 Donation Clara Pfaender Fund Inc PO Box 667 Wheaton IL 60187 391618277 501(c)(3) 595650 DONATION 7 Supplemental Information Schedule I Part I, Line 2 Wheaton Franciscan Healthcare and Franciscan Ministries maintain files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare and/or Franciscan Ministries. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare or housing related activities within the Southeast Wisconsin, Iowa, and Illinois markets, supporting programming that work to further diversity and cultural competency, aligning with other WFH business relationships or service lines, supporting student academic achievement or workforce development initiatives, and finally, supporting environmental "green" initiatives. Leaders periodically meet with representatives of sponsored organizations to discuss objectives including how dollars will be spent. Currently, confirmation letters are sent to sponsored organizations when award dollars are given, that confirm the dollar amount awarded and the intended purpose, with a request that the recipient acknowledge receipt of the funds in written correspondence. Files are maintained in the Organizational Change and Leadership Performance Department to include copies of letters of request, award and denial letters along with acknowledgement receipts from sponsored organizations. X X X X X true true X X X X true true true false false false false false false John Oliverio 952774 0 662500 0 905232 0 99519 62027 2682052 0 Sarah Herzog 285509 106600 6293 30271 28085 456758 Brenda Bowers 214309 67400 13537 22119 19934 337299 Richard Canter 513578 223400 15194 58956 31088 842216 Stephen Cardamone DO 461426 202100 15187 61781 211959 952453 Coreen Dicus-Johnson 315581 117400 12216 33833 26409 505439 Wayne Frangesch 274499 104100 12891 35190 27076 453756 James Gresham 218179 51300 19732 67412 6530 363153 Michael Lepore 401894 113800 21491 31116 48443 616744 Therese Rocole 177477 56200 10705 28781 8061 281224 Gregory Smith 306645 117300 14657 225169 31864 695635 Jon Sohn 363798 132800 15540 39396 29630 581164 William Blum 226669 5700 232369 Robert De Vita 147651 7437 7826 162914 162914 Loren Meyer MD 316035 784 1317 6743 324879 Jon Wachs 309928 151274 11838 473040 Kenneth Buser 471904 79100 20416 52800 49156 673376 Jack Dusenbery 381642 206600 10735 46586 27500 673063 Michele Panicucci 247640 129400 65375 49061 23050 514526 54030 Debra Standridge 383508 45700 11119 33880 26422 500629 Kathleen Yosko 327670 206600 10767 49491 17127 611655 Supplemental Information Schedule J Various Schedule J, Part I, Line 1a Certain Officers and/or Directors of Wheaton Franciscan Healthcare affiliates were provided an "Executive Flexible Spending Account" in the amount of up to $5,000 annually. The account provides access to funds for expenses incurred for business-related spousal travel, financial counseling, tax preparation, estate planning, club membership fees, holistic health and wellness, and/or unreimbursed medical or dental expenses. The individual is required to substantiate each item reimbursed, and the amount used each year is fully taxable. Certain Officers were also provided housing during 2011 in the Milwaukee, Wisconsin area because these key leaders are required to be available at both the Wisconsin and Illinois corporate locations. This housing is paid for by Wheaton Franciscan Healthcare, and due to the nature of housing, may contain personal usage. SCHEDULE J, PART 1, LINE 4A Reportable compensation of Bill Blum includes $226,669 in severance payments made during calendar year 2011. Reportable compensation of Robert DeVita includes $147,651 in severance payments made during calendar year 2011. Reportable compensation of Loren Meyer includes $316,035 in severance payments made during calendar year 2011. Reportable compensation of Jon Wachs includes $309,928 in severance payments made during calendar year 2011. SCHEDULE J, PART I, LINE 4B John Oliverio received a 2011 taxable payout of $887,366 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. Jon Wachs received a 2011 taxable payout of $146,835 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. SCHEDULE J, PART 1, LINE 4C Michelle Panicucci received a 2011 taxable payout of $54,030 related to a grandfathered option-based compensation program. FORM 990, PART VII, SECTION A, COL F AND SCHEDULE J, PART II, COLUMN D Nontaxable benefits of Stephen Cardamone include $193,880 in accrued severance payments to be paid as wages in a future year. WISCONISN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 97710VMM7 2003-08-20 115566221 WHFA 2003A REVENUE BONDS false false false WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 97710VND6 2003-08-20 75000000 WFHA 2003B VRAT DEMAND REV BOND false false false WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 97710VP51 2006-11-14 318938498 WHFA 2006A REVENUE BONDS false false false WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 97710vt81 2006-12-12 222445595 WHFA 2006B REV & REFINANCE BOND false false false 11440000 0 115782615 11703427 0 0 1144219 0 0 85097002 0 0 2005 true false true true 0 0 75317166 0 0 0 521431 0 0 74478569 0 0 2004 false false true true 5940000 0 329958352 23174401 0 0 2488832 0 0 202651722 0 0 2008 true false true true 4655000 0 222448599 18587483 0 0 1490312 0 0 0 0 0 2006 false true true true false true true true true true 0 true false true true true true true 0 true false true true true true true 0 true false true true true true true 0.00000 0.00000 0.00000 true false false false 0 false 0 false false false true false 0 false 0 false false true false false 0 true MORGAN STANLEY 5.25 true false false true false false 0 true SUN TRUST 7.25 true false false PLEASE SEE SCHEDULE O FOR SUPPLEMENTAL INFO REGARDING SCHEDULE K 0 WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 97710V3X4 2007-07-31 64470800 WHFA 2007 REVENUE BONES false false false 195000 0 64971770 0 0 0 443937 0 0 64025000 0 0 2008 false false true true false true true true true true 0.00000 0.00000 0.00000 true false true false 0 false 0 false false Johnson ControlsSTEPHEN ROELL WFSI BOARD MEMBER 1216798 PAYMENT For SERVICES false KEYONA COLE Daughter-in-law of B B FAMILY MEMBER 70330 EMPLOYMENT false SCHEDULE L SUPPLEMENTAL INFORMATION SCH L PART IV LINE 1 Stephen Roell is Chairman/CEO, and 1% owner of Johnson Controls, an organization that has received payment for services from Wheaton organizations. SUPPLEMENTAL INFORMATION TO FORM 990 SCHEDULE O FORM 990, Part V, Ln 1a and Part VII, Section B, Lns 1-2 Effective for calendar year 2011 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 possibly 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. FORM 990, Part VI, Section A, Line 4 Effective June 30, 2012, Clara Pfaender Fund, Inc, was merged with and into Wheaton Franciscan Services, Inc. (WFSI) with WFSI being the surviving corporation. FORM 990, PART VI, LNS 6-8b WFSI has two members which hold several reserved powers over WFSI. 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. FORM 990, PART VI, Section B, Line 10a and b 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. FORM 990, PART VI, SECTION, LINE 11a and b 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. FORM 990 PART VI, SECTION B, LINE 12a, b, c As part of an annual process, conflict of interest questions are sent out to all Officers, Directors, and other individuals in key positions using software designed to capture this information. The responses are analyzed in order to determine information on potential conflicts, as well as information on business and family relationships for purposes of answering certain questions on IRS Form 990. Responses to these questions are reviewed by the Vice President of Compliance and the Manager of Tax Compliance, and follow up action, if any, are documented within the software. After an approximate 3 and again at 6 weeks, names of all non responders are compiled, and these individuals receive either an email or letter reminding them to complete the information. Responses to questions continue to be reviewed and documented throughout this time period. Approximately 1 month prior to the filing deadline of IRS Form 990, responses to date are compiled. Any response requiring disclosure is entered into the information return. The remaining non responder names are determined, and a letter, along with the actual Conflict of Interest Policy, is sent to the Chairperson of each board. The letter outlines the current non responders, as well as any Officer or Board member that has disclosed a financial interest that might pose a potential conflict of interest. Depending upon the nature of the financial interest and work done by the board, several actions may be considered - the board member with a financial interest would need to voluntarily excuse him or herself from the deliberations and/or voting on such a matter; or, if necessary, the board would determine that the subject's financial interest was an actual conflict of interest, in which case the board member would be informed by the board Chairperson that he or she would not be allowed to vote in any such matters due to this real or perceived conflict of interest. Minutes of the board meeting would document this decision process, and reflect whatever action(s) are ultimately taken. The board chairperson is also required to discuss with non responders the repercussions of not responding, and require the board member to complete the annual conflict of interest disclosure questions before being allowed to continue in any board matters. If the board member refuses, the Chairperson has the authority to determine the appropriate action, including, but not limited to prohibiting them from participating in deliberations, preventing them from voting, and/or removing them as a board member. FORM 990, PART VI, SECTION B, LINE 15a and b 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. SUPPLEMENTAL INFORMATION FOR FORM 990 (CONTINUED) SCHEDULE O FORM 990, 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. Form 990, 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 IX, LINES 8-9 Certain employee benefits for affiliated organizations are centrally managed by Wheaton Franciscan Services, Inc. and are reflected on Lines 8 and 9. The salary expense for these associates is reflected on the information return for the affiliated organizations. Form 990, Part XI, Line 5 FY12 Excess Rev over Exp-Unrealized Loss ( 11,946,009) Reverse PL/GL premiums paid ( 3,813,200) Deduction for PL/GL claims paid 1,436,266 Chg in Eq Tnfr Pension (151,425,986) Chg in Eq Tnfr-Unconsol Affiliates 28,368,623 Chg in Investment-Unconsol Affiliates (26,285,304) Rounding 4 Other Changes in Net Assets or Fund Balances ($163,665,606) SCHEDULE K, PART I, COLUMN F - DESCRIPTION OF PURPOSE Ln A Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations, to refund series 1991 bonds, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2003A bonds. Ln B Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations and to pay certain costs in connection with the issuance of the series 2003B bonds. Ln C Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations, to refund variable rate demand revenue bonds, series 1997, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2006A bonds. Ln D Proceeds were used to refund a portion of revenue and refunding bonds, series 2002, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2006B bonds. Ln E Proceeds were used to refinance the $50,000,000 of The Wisconsin Heart Hospital LLC taxable variable rate demand revenue bonds, series 2003, to pay or reimburse the borrower or one of its related corporations for the payment of the costs of certain projects and to pay certain costs in connection with the issuance of the series 2007 bonds. SCHEDULE K, PART II, LINE 3 - TOTAL PROCEEDS OF ISSUE WHEATON FRANCISCAN SERVICES INC HAS REPORTED THE TOTAL PROCEEDS OF EACH BOND ISSUE AS TOTAL SALES PROCEEDS (PAR VALUE PLUS ANY PREMIUM OR LESS ANY DISCOUNT) PLUS ALL INVESTMENT INCOME EARNED. Schedule K, Part V Wheaton Franciscan Services, Inc.'s post issuance bond compliance policy is currently in draft form. It contains language outlining identification and correction of tax exempt bond compliance through the voluntary closing agreement program. This policy is expected to be finalized in the upcoming fiscal year. AFFINITY HEALTH SYSTEM (1) 1570 MIDWAY PLACE MENASHA WI 54942 391638765 HOLDING CO IL 501(c)(3) 11 - I WFSIMHC false AUXILIARY OF ST ELIZABETH HOSP INC (1) 1506 SOUTH ONEIDA STREET APPLETON WI 54915 396077331 AUXILIARY WI 501(c)(3) 11 - III-O ST ELIZ HOSP false CALUMET MEDICAL CENTER INC (1) 614 MEMORIAL DRIVE CHILTON WI 53014 390905385 HOSPITAL WI 501(c)(3) 3 AFF HLTH SYS false MERCY MEDICAL CENTER OF OSHKOSH INC (1) 500 SOUTH OAKWOOD ROAD OSHKOSH WI 54904 390806268 HOSPITAL WI 501(c)(3) 3 AFF HLTH SYS false NETWORK HEALTH SYSTEM INC (1) 1570 MIDWAY PLACE MENASHA WI 54942 391127163 MED GROUP WI 501(c)(3) 3 AFF HLTH SYS false ST ELIZABETH HOSPITAL COMM FNDN INC(1) 1506 SOUTH ONEIDA STREET APPLETON WI 54915 391256677 FOUNDATION WI 501(c)(3) 11 - I AFF HLTH SYS false ST ELIZABETH HOSPITAL INC (1) 1506 SOUTH ONEIDA STREET APPLETON WI 54915 390816818 HOSPITAL WI 501(c)(3) 3 AFF HLTH SYS false WFH - SOUTHEAST WISCONSIN INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391568865 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true 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 3801 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 STE250 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 4300 WEST BROWN DEER RD 2ND FLR BROWN DEER WI 53223 391613624 PHARMACY WI 501(c)(3) 9 WFH-SE WI false WFH - ST FRANCIS INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 390907740 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WF - ST JOSEPH FOUNDATION INC 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 391636804 FOUNDATION WI 501(c)(3) 11 - I WF INC false WHEATON FRANCISCAN INC 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 390816857 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 320135258 FOUNDATION WI 501(c)(3) 11 - I WFH-SFH false 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 true 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 true CANTICLE MINISTRIES INC PO Box 667 WHEATON IL 601870667 364091836 HOUSING/ADVCY IL 501(c)(3) 7 OSF SVCS INC false CLARA PFAENDER FUND INC (2) PO Box 667 WHEATON IL 601870667 363353311 SPONSORSHIP IL 501(c)(3) 11 - III-O 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 (6) 520 SOUTH MAPLE AVENUE OAK PARK IL 60304 363739067 HOSPITAL IL 501(c)(3) 3 NONE false UHS INC (7) 6308 EIGHTH AVENUE KENOSHA WI 53143 391956749 HOSPITAL WI 501(c)(3) 3 NONE false UPENDO VILLAGE NFP (3) 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 true 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 true 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 FRANCISCAN SENIORS KENOSHA INC (4) 1920 27TH AVENUE KENOSHA WI 53140 391821568 HOUSING WI 501(c)(3) 9 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 STARVED ROCK-LASALLE MANOR INC (5) 1135 10TH STREET LASALLE IL 61301 363796933 HOUSING IL 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 KENOSHA SNR(4) PO BOX 667 WHEATON IL 60187 391801541 HOUSING WI FR SNRS 0 STARVED ROCK PO BOX 667 WHEATON IL 60187 363811835 HOUSING IL SRLM INC 0 NETWORK HEALTH INSURANCE CORPORATION 1570 MIDWAY PLACE MENASHA WI 54942 392020474 INSURANCE CO WI NETWK HLTH SY C CORP NETWORK HEALTH PLAN 1570 MIDWAY PLACE MENASHA WI 54942 391442058 HLTH MAINT ORG WI NETWK HLTH SY C CORP WHEATON FRANCISCAN ENTERPRISES INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391985204 HOLDING CO WI WF HOLDINGS INC C CORP WHEATON FRANCISCAN HOLDINGS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391836357 HOLDING CO WI WFH-SE WI C CORP WHEATON FRANCISCAN MED GRP-SUSSEX INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391361100 MED GROUP WI WF HOLDINGS INC C CORP WHEATON FRANCISCAN PROVIDER NETWORK INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391952140 ADMIN SUPPORT WI WFH-SE WI C CORP COVENANT REGIONAL SERVICES INC (8) 3421 WEST NINTH STREET WATERLOO IA 50702 421189805 PHARMACY IA WFH-IOWA C CORP WHEATON FRANCISCAN INSURANCE COMPANY 980691609 FINANCIAL UK WFSI 6931984 46846633 1.00000 true true true true false false false false false false true true true true false true true false WFH-SE WI INC A(I) 14680958 LOAN SCH WFH-IOWA INC A(I) 763737 LOAN SCH MARIANJOY INC A(I) 1715537 LOAN SCH AFFINITY HEALTH SYSTEM A(I) 483058 LOAN SCH WFH-SE WI INC D 1922515 LOAN SCH WFH-IOWA INC D 1806688 LOAN SCH MARIANJOY INC D 685472 LOAN SCH AFFINITY HEALTH SYSTEM D 11877743 LOAN SCH WFH SE-WI INC P 209098740 CORP ASSESS WFH-IOWA INC P 46068497 CORP ASSESS MARIANJOY INC P 11091143 CORP ASSESS FRANCISCAN MINISTRIES INC P 861478 CORP ASSESS AFFINITY HEALTH SYSTEM P 2579645 CORP ASSESS WHEATON FRANCISCAN INSURANCE COMPANY Q 3334070 FMV Schedule R Supplemental Information-Footnotes (1) Wheaton Franciscan Healthcare's 50% interest in Affinity Healthcare was sold to Ministry Healthcare on February 8, 2012. As such, this is the last fiscal year these Affinity organizations will be reported as related organizations. (2) Effective June 30, 2012, Clara Pfaender Fund Inc. was merged with Wheaton Franciscan Services, Inc. (FEIN #36-3262111). (3) Upendo Village NFP joined the Wheaton Franciscan Healthcare system under O.S.F. Services, Inc. effective November 17, 2011. (4) Franciscan Seniors, Kenosha, Inc. sold its interest in Kenosha Seniors Limited Partnership effective August 31, 2011 and subsequently dissolved effective March 29, 2012. (5) Starved Rock - LaSalle Manor, Inc. was dissolved effective June 12, 2012. (6) 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". (7) 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". (8) Covenant Regional Services, Inc. was dissolved effective September 30, 2011.