2013-05-10T06:23:33-07:00 2012-06-30 KPMG LLP 191 W Nationwide Blvd Suite 500 Columbus OH 43215 990 2011-07-01 392014409 FROEDTERT HEALTH INC FROE 4147770960 9200 W Wisconsin Avenue Milwaukee WI 53226 Scott R Hawig 2013-05-10 false 2011 2016-02-24 21:20:13Z Catherine Jacobson 244169978 false false X N/A X 2001 WI Advance the missions of Froedtert Hospital, Community Memorial Hospital, St. Joseph's Hospital, West Bend Clinic and Froedtert Physician Partners and in collaboration with physicians and others, will enhance the well being of the individuals and communities it serves. 16 12 939 111721 110721 0 193482724 229764300 139625 264711 14573255 14140967 208195604 244169978 0 0 121551839 150800757 0 0 71516914 79506471 193068753 230307228 15126851 13862750 172905713 195096567 114063028 139039013 58842685 56057554 Advance the missions of Froedtert Hospital, Community Memorial Hospital, St. Joseph's Hospital, and Froedtert Health Medical Group and, in collaboration with physicians and others, will enhance the well being of the individuals and communities it serves through: Innovative community-academic partnerships; Excellence in care and service; Progressive medical research and education; and relationships that respect and respond to the unique needs of others. false false 97298012 97298012 Human Resource/Staff Support to Froedtert Memorial Lutheran Hospital, Community Memorial Hospital of Menomonee Falls, Inc., St. Joseph's Hospital, Froedtert Physician Partners and the West Bend Clinic. 74197664 82540625 Other management services in support of Froedtert Memorial Lutheran Hospital, Community Memorial Hospital of Menomonee Falls, Inc., St. Joseph's Hospital, Froedtert Physician Partners and the West Bend Clinic. 49925663 49925663 Information Technology support to Froedtert Memorial Lutheran Hospital, Community Memorial Hospital of Menomonee Falls, Inc., St. Joseph's Hospital, Froedtert Health Medical Group. 221421339 true false false true false false false false false false true false true false true true false true false false false false false false false false false false false true true false false false false false false false false false true false false false false true true false false false false true 257 0 true 939 true true true false false false false false false false false false 0 false false false false false false false false false false false X 16 12 true false false false false false false true true false false false true true true true true true true true true true WI X X David Dirksmeyer 4147770960 N74W12501 Leatherwood Ct Menomonee Falls WI 53051 Petasnick William D 50.00 X X 6573439 0 67765 Mahoney Michael P 1.00 X X 0 0 0 Lubar David J 1.00 X X 0 0 0 Jacobson Catherine A 50.00 X X 797937 0 135753 Becker Richard C 1.00 X X 0 0 0 Steiner Kevin 1.00 X 0 0 0 Schlifske John E 1.00 X 0 0 0 Rappe Kristine A 1.00 X 0 0 0 Pieters Robert B 1.00 X 0 0 0 Meehan Dr Mary J 1.00 X 0 0 0 Mecklenburg Gary A 1.00 X 0 0 0 Larson David N 1.00 X 0 0 0 Furlong Mark F 1.00 X 0 0 0 Fernandez Andre 1.00 X 0 0 0 Dix Ronald H 1.00 X 0 0 0 Bast Ronald R 1.00 X 0 0 0 Van De Kreeke Jeffrey 45.00 X 339273 0 102777 Pollard Dennis M 5.00 X 525154 0 146611 DeGrand Robert 40.00 X 407135 0 110408 Balzer John A 40.00 X 265775 0 84407 Eastham Catherine Mode 40.00 X 347199 0 126728 Preussing Peter S 40.00 X 485955 0 40920 Runge Charles W 40.00 X 318859 0 101770 Zorbini John 40.00 X 299555 0 110206 Wolbert Mary 0.00 X 219688 0 54826 Perlewitz Kathleen 0.00 X 233508 0 65194 Klauck James 0.00 X 249599 0 88143 11063076 1235508 82 true true false VON BRIESEN & ROPER SC 411 E Wisconsin Ave Suite 700 Milwaukee WI 532013262 LEGAL SERVICES 919644 United Dynacare LLC 9200 W Wisconsin Ave Milwaukee WI 53226 Clinical Laboratory 608574 National Vision Administrators LLC 1200 Route 46 W Clifton NJ 07013 Benefit Management 542940 Goodwill Industries PO Box 78564 MILWAUKEE WI 532780564 Document destruction 633360 GE Medical System Information Technologies 5517 Collections Center Dr Chicago IL 60693 Equipment Service 933008 26 0 Other Management Support 541900 82540625 82540625 Info Tech Support 518210 49925663 49925663 Human Resources Support 561300 97298012 97298012 229764300 264711 264711 0 0 0 0 0 0 0 Joint Venture Investments 621500 14140967 14029246 111721 14140967 244169978 243793546 111721 264711 0 0 0 0 8831550 8831550 0 52393782 52393782 25892486 25892486 59747893 59747893 3935046 3935046 0 1184862 1184862 372445 372445 0 0 0 18680299 18680299 6933742 6933742 327725 327725 2034289 2034289 0 0 150410 150410 0 260243 260243 2631476 2631476 0 7213503 7213503 5244697 5244697 Administrative Expenses 3238560 3238560 Utilities 3390157 3390157 Rent Expense 4824246 4824246 Software Licenses & Training 18733308 18733308 4286509 3586644 699865 230307228 221421339 8885889 0 0 6077921 9853990 0 592355 3040332 0 0 46372529 55132838 0 3647039 4885473 116614227 22909940 90239974 93704287 453963 85533 0 21124683 23676982 0 4397249 4717132 172905713 195096567 51243852 76469746 62819176 62569267 114063028 139039013 X 58842685 56057554 58842685 56057554 172905713 195096567 X 13862750 -16647881 X false true true X false false X X X X false false false Froedtert Physician Partners 272042610 Clinic false true true 8973901 West Bend Clinic Inc 392034294 Hospital true true true 7730452 St Josephs Community Hospital In 390806302 Hospital true true true 16188473 Community Memorial Hospital 390987025 Hospital true true true 34539828 Froedtert Memorial Lutheran Hospita 396105970 Hospital true true true 146868271 5 214300925 false false false true false false false false true 2079 false false 2079 false false Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description Section Part II-B Included is direct State lobbying and expenses, and a small amount of direct Federal lobbying. 931056 931056 4068265 1943174 2125091 7462502 2104182 5358320 39781613 13620350 26161263 64370791 5242234 59128557 93704287 23676982 Rounding 1 North Hills Capital Lease 62569266 62569267 Part X Part X : FIN48 Footnote Froedtert Health applies ASC No. 740, Income Taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. ASC No. 740 prescribes a more-likely than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC No. 740, tax positions will be evaluated for recognition, derecognition, and measurement using consistent criteria and will provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2012 and 2011, Froedtert Health does not have an asset or liability recorded for unrecognized tax positions. Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Intercompany transfers $ -16647881 X X X X X false true false false false false false true false false Zorbini John 192008 8817 98730 94954 15252 409761 62 Wolbert Mary 178045 38176 3467 43798 11028 274514 Van De Kreeke Jeffrey 259313 58221 21739 85447 17330 442050 Runge Charles W 237623 59403 21833 91540 10230 420629 Preussing Peter S 325031 116843 44081 14700 26220 526875 Pollard Dennis M 402248 96197 26709 120442 26169 671765 Petasnick William D 769113 672530 5131796 15925 51840 6641204 4891208 Perlewitz Kathleen 191947 38287 3274 40697 24497 298702 259 Klauck James 201432 42826 5341 61017 27126 337742 2841 Jacobson Catherine A 629796 163401 4740 110234 25519 933690 Eastham Catherine Mode 266094 57970 23135 98220 28508 473927 1799 DeGrand Robert 330243 58650 18242 91163 19245 517543 6856 Balzer John A 192310 46945 26520 60091 24316 350182 Sch J, Part III, Additional Information Part III, Additional Information Part II, Column (B)(ii): Bonus and incentive compensation amounts include incentive compensation and amounts paid to individuals in lieu of participation in 457(f) deferred compensation plan for the purchase of benefits. Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above Certain management employees participate in an incentive compensation plan that includes some non-fixed elements. Upon the attainment of a certain financial threshold, incentive compensation is available for meeting identified goals in the areas of financial performance, operational efficiencies, quality improvements, customer satisfaction, strategic growth and partnership initiatives. In some cases the determination of whether a goal is met is absolute while others require a certain amount of discretion to determine if goal is met. In addition, the incentive compensation includes a purely discretionary component. Wisconsin Health and Educational Facilities Authority 391337855 97710BMG4 2009-10-22 191503878 See Schedule O false false false Wisconsin Health and Educational Facilities Authority 391337855 97710BGN6 2009-02-18 188100000 See Schedule O false false false Wisconsin Health and Educational Facilities Authority 391337855 97710VXU7 2005-05-26 209223121 See Schedule O false false false Wisconsin Health and Educational Facilities Authority 391337855 97710VJX7 2003-01-23 48962406 See Schedule O. false false false 7835000 191752983 2228878 97310594 6723512 true false false true 3500000 188100026 1854717 634871 true false true true 207790000 216400651 1099593 940126 1927939 63951385 2008 true true true true 2945000 50996084 6068869 5770013 445000 38712201 2005 false false true true false true false true 0.00190 0.00190 true false false false true 0.00260 0.00260 true false true false false 0.00050 0.00050 true false false false NA false NA false false false true true Morgan Stanley Capital 26.1000 true false false NA false false false true true Morgan Stanley Capital 26.5000 true true false NA false false false false false NA false NA false false X Rappe - WE Energies Rappe-key employee 10939575 electric utility service false Bast - Riteway Bus Company Bast 35%owner 23564 transport&advertising false Schedule K, Part I, D Bond issue provided funds to refund prior bond issues with issue dates of May 26, 2005 and December 16, 2005 - and to pay for and reimburse costs associated with the acquisition, improvement and equipping of the various hospitals, clinics and related facilities of Froedtert Hospital, Community Memorial Hospital, St. Joseph's Hospital and Froedtert Health Medical Group. Froedtert Hospital constructed a four-floor North Tower hospital addition, purchased a Cancer Center Condominium Unit and built out certain Clinical Cancer Center space. St. Joseph's Community Hospital of West Bend constructed the new Kraemer Cancer Center. Community Memorial Hospital built out two shelled-in operating rooms, expanded recovery, ambulatory surgery and patient holding areas and is replaced a linear accelerator. Other projects included replacement of certain surgical, imaging, medical and information technology equipment and Froedtert Health Medical Group renovation and remodeling. Schedule K, Part I, C Bond issue provided funds to refund prior bond issue dated May 26, 2005. Schedule K, Part I, B Bond issue provided funds to refund prior bond issues with issue dates of July 14, 1994, July 20, 1999 and September 26, 2001 - and to pay for costs associated with the acquisition, improvement and equipping of the various hospitals, clinics and related facilities of Froedtert Hospital and Community Memorial Hospital. Froedtert Hospital constructed a new cancer facility and expanded and remodeled its emergency department. Community Memorial Hospital renovated its mental health unit. Schedule K, Part I, A Bond issue provided funds for acquisition, construction and equipping of a replacement hospital. Part VII - Section A 1a, Column B Approximate hours per week spent working on related entities:Bast - 2 hoursBecker - 1 hourEastham - 1 hourJacobson - 4 hoursLarson - 1 hourPetasnick - 4 hoursPieters - 1 hourPollard - 46 hoursPruessing - 2 hoursVan De Kreeke - 6 hours Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Financial information: The Froedtert Health quarterly financial information is made available to the public online through the Digital Assurance Corporation, Inc. website. Anyone can register to receive ongoing access to and notifications regarding financial statements at the online website.Governing Documents and COI Policy: Documents are available to the public through the corporate office upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees In establishing the compensation of the organizations CEO/Top Management, independent compensation consultants are utilized, compensation studies are completed to gather comparative data, and amounts are reviewed and approved by the Compensation Committee of the Board of Directors. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts On an annual basis all officers, directors, trustees, key employees are required to complete a conflict of interest disclosure document. The data is compiled, and the Vice President - Chief Compliance Officer (CCO), the Vice President - General Counsel and/or delegate will review all forms and notifications to determine if any conflicts of interest exist in the disclosure documents. If it is determined that a conflict of interest exists, then the person making the disclosure shall be relieved of his/her obligations on behalf of a Froedtert Health affiliate with respect to the transaction or arrangement that creates the conflict of interest. A report of all conflicts of interest will be made by the CCO at least once annually to the Finance Committee of the Board of Directors. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process Froedtert Health accounting staff prepare Form 990 which is reviewed by the Corporation's financial leaders and legal counsel. The 990 is then reviewed by KPMG, the Corporation's outside accounting firm. Next, the 990 is provided to the Corporation's Finance Committee and Board of Directors. Finally, the 990 is filed as required. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et David Lubar and John Schlifske - Business RelationshipRichard Becker and David Lubar - Business Relationship West Bend Surgery Center LLC 1710 Vogt Drive West Bend WI 53095 391954169 Surgical Services WI West Bend Clinic Inc Froedtert Physician Partners Inc 9200 W Wisconsin Ave Milwaukee WI 53226 272042610 Health Care Services WI 501 (c)(3) 3 Froedtert Health Inc false Community Outpatient Health ServicesInc W180 N8085 Town Hall Road Menomonee Falls WI 53051 391743056 Outpatient Medical and Dental Services WI 501 (c)(3) 3 Community Memorial Hospital of MF Inc false Community Memorial Foundation of MF Inc W180 N8085 Town Hall Road Menomonee Falls WI 53051 391635057 Health and Welfare Promotion WI 501 (c)(3) Ln 11, Type 1 Community Memorial Hospital of MF Inc false QHS 1Inc 19601 W Bluemound 2nd flr Brookfield WI 53045 202636686 Health Care Services WI 501 (c)(3) Ln 11, Type 1 Froedtert Health Inc false Froedtert Hospital Foundation Inc 9200 West Wisconsin Avenue Milwaukee WI 532263596 391431192 Health, Welfare, Research and Education promotion. WI 501 (c)(3) Ln 11, Type 1 Froedtert Memorial Lutheran HospitalInc false West Bend Clinic Inc 1700 W Paradise Drive West Bend WI 53095 392034294 Health Care Services WI 501 (c)(3) 3 Froedtert Health Inc false St Josephs Community Foundation Inc 3200 Pleasant Valley Road West Bend WI 530953868 392034296 Health and Welfare Promotion WI 501 (c)(3) Ln 11, Type 1 St Josephs Community Hospital of WBInc false St Josephs Community Hospital of WBInc 3200 Pleasant Valley Road West Bend WI 530953868 390806302 Hospital Care Services WI 501(c)(3) 3 Froedtert Health Inc false Community Memorial Hospital of MF Inc W180 N8085 Town Hall Road Menomonee Falls WI 53051 390987025 Hospital WI 501(c)(3) 3 Froedtert Health Inc false Froedtert Memorial Lutheran HospitalInc 9200 W Wisconsin Ave Milwaukee WI 532263522 396105970 Hospital WI 501(c)(3) 3 Froedtert Health Inc false FHHP LLC 9200 W Wisconsin Ave Milwaukee WI 53226 452221564 Health Care WI NA related 32904 488904 false true 0.60000 Fitness Development Associates LLC 9200 W Wisconsin Ave Milwaukee WI 53226 391936497 Real Estate WI NA related 188231 73424 false true 0.40000 Milwaukee Center for Diagnostic Imaging 5775 Wayzata Boulevard Ste 400 St Louis Park MN 55416 411748361 Health Care Svcs WI NA related 3253903 5262925 false true 0.40000 FMLH MCW Real Estate Ventures LLC 9200 W Wisconsin Ave Milwaukee WI 53226 260629591 Real Estate WI NA related -57434 4685045 false true 0.50000 Progressive Physician Network Inc 9200 W Wisconsin Ave Milwaukee WI 53226 270367127 Management Services WI Froedtert Health Inc c 1.00000 Community Ventures of Menomonee Falls In W180 N8085 Town Hall Road Menomonee Falls WI 53051 391635059 Inactive WI Community Memorial Hospital Inc c Kettle Moraine Anesthesiology Inc Box 8031 Appleton WI 54912 141842439 Health Care WI West Bend ClinicInc c false true false true false false false false true true false false true true true true true true