ASCENSION SE WISCONSIN HOSPITAL INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ASCENSION SE WISCONSIN HOSPITAL INC (EIN 39-0816857)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-15
IRS object ID: 201211369349303926
Schema version: 2010v3.7
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T12:32:18-05:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	390816857	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WHEATON FRANCISCAN INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WHEA	NameControl
Phone	4144472000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5000 WEST CHAMBERS STREET	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53210	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JONATHAN W SOHN	Name
Title	SR VP and CFO	Title
Date Signed	2012-05-15	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOHN OLIVERIO	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	400 WEST RIVER WOODS PARKWAY	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53212	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	347285503	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	www.wfhealthcare.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1927	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	To provide inpatient and outpatient healthcare services to individuals located in Southeast Wisconsin	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	2523	TotalNbrEmployees
Total Nbr Volunteers	339	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	768513	ContributionsGrantsPriorYear
Contributions Grants Current Year	1143831	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	343095568	ProgramServiceRevenuePriorYear
Program Service Revenue CY	335300243	ProgramServiceRevenueCY
Investment Income Prior Year	107604	InvestmentIncomePriorYear
Investment Income Current Year	7296142	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3587903	OtherRevenuePriorYear
Other Revenue Current Year	3545287	OtherRevenueCurrentYear
Total Revenue Prior Year	347559588	TotalRevenuePriorYear
Total Revenue Current Year	347285503	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1500	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	128370459	SalariesEtcPriorYear
Salaries Etc Current Year	128375026	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	213445233	OtherExpensePriorYear
Other Expenses Current Year	206070469	OtherExpensesCurrentYear
Total Expenses Prior Year	341817192	TotalExpensesPriorYear
Total Expenses Current Year	334445495	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	5742396	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	12840008	RevenuesLessExpensesCY
Total Assets BOY	286206818	TotalAssetsBOY
Total Assets EOY	257176929	TotalAssetsEOY
Total Liabilities BOY	147917672	TotalLiabilitiesBOY
Total Liabilities EOY	197554639	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	138289146	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	59622290	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	269284304	Expense
Revenue	336687846	Revenue
Description	Wheaton Franciscan Healthcare Schedule H All Entities^Section 3 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 18 hospital sites, three transitional and extended-care facilities, two home health agencies, nearly 3,500 physicians, more than 70 clinic sites with 770 employed physicians, and approximately 2,800 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, the Fox Valley, 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). In 2011 Wheaton Franciscan Healthcare in Southeast Wisconsin was recognized as one of the nation's top 25 most efficient, best-performing health care networks by SDI, the nation's premier integrated health network evaluation system. Wheaton Franciscan Healthcare ranked as the top integrated system in Southeast Wisconsin, is among the top 10 in the Midwest, and ranked 23 nationally. 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 also received a 2009 VIP Award from McKesson Technology Solutions for its success in using information technology to enhance patient safety across nine hospital sites and more than 100 physician offices. The VIP Awards are presented annually to organizations that demonstrate vision, innovation and performance in the use of healthcare IT. Wheaton Franciscan Healthcare was one of five health care organizations selected by a panel of experts in the field of health care IT use to receive the award. Please see our full 2011 Annual Report online at: http://www.wfhealthcare.org/Wheaton/Documents/2011AnnualReport.pdf 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: 18 Staffed Hospital beds: 2,114 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,681 Associates: 21,005 Affiliated Physicians: 2,710 Employed Physicians: 770 Emergency Room Visits: 374,436 Newborns: 10,519 Hospital Admissions: 84,924 Hospital Patient Days: 403,808 Skilled Nursing Unit Patient Days: 24,120 Long-term Care Facility Patient Days: 82,110 Hospital Outpatient Visits: 1,972,764 Hospice Days: 19,860 Home Health Visits: 115,253 Medical Group Physician Visits: 2,000,423 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 Wisconsin Wheaton Franciscan - St. Joseph and The Wisconsin Heart Hospital Campuses All Saints Elmbrook Memorial 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 Affinity Health System - Menasha, Wisconsin St. Elizabeth Hospital Mercy Medical Center of Oshkosh Calumet Medical Center Network Health Plan of Wisconsin Affinity Medical Group St. Elizabeth Hospital Foundation Mercy Health Foundation United Hospital System - Kenosha, Wisconsin St. Catherine's Medical Center and Kenosha Medical Center Campuses WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT FOR SYSTEM / 2011 Charity Care: $29,311,248. 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: $89,193,180. 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: $2,921,540. 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: $3,461,030. 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 purposes. Health professions education: $8,788,076. Health professions education is defined as direct costs incurred for accredited training and education programs for physicians, nurses, allied health professionals and technicians (does not include ongoing education for staff). Community building activities: $820,333. Community building activities are defined as programs that, while not directly related to health care, provide opportunities to address the root causes of health problems, such as poverty, homelessness, and environmental issues. Costs f	Description
Total Program Service Expense	269284304	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
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	false	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	true	Hospital
Financial Stmt Attached	true	FinancialStmtAttached
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	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	143	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	2523	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
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
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	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	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
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
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ELIZABETH A SCHINKO	NamePerson
Telephone Number	4144653542	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	400 WEST RIVER WOODS PARKWAY	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53212	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Reportable Comp From OrganizationReportableCompFromOrganization	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
James Burhop MD
Ex Officio Director	1.0	X
Sr M Ramona Dombrowski
Director	1.0	X
Chris Leberfing
Director	1.0	X
Brian Smigelski
Director	1.0	X
Glenn Wilder
Director	1.0	X
John Andreoli
Chair - Director	1.0	X	X
David Ashpole MD
Director	40.0	X		721943	47531
Kenneth Buser
Ex Officio Director	40.0	X		576160	103832
Stephen Cardamone DO
Chair - Director	40.0	X	X	559312	72801
Daniel Donovan DO
Ex Officio Director	40.0	X		283910	32781
Neal Harmelink MD
Ex Officio Director	40.0	X		963
Daniel Mattes
Ex Officio Director	40.0	X		347962	60981
Nicholas Omdahl MD
Ex Officio Director	40.0	X		473053	41048
Tod Poremski MD
Ex Officio Director	40.0	X		286326	24623
Debra Standridge
Vice Chairperson/President - D	40.0	X	X	415766	56573
Robert Stern MD
Director	40.0	X			26166	151868
Sharon Baughman
SVP Chief Nursing Officer Nort	40.0				45866	209212	X
Eric Christianson MD
VP Medical Affairs North Marke	40.0			267007	33574		X
Rita Hanson-Melzer MD
VP Medical Affairs North Marke	40.0				33091	332363	X
WILLIAM ARTNER
MEDICAL PHYSICIST	40.0				46645	186969		X
STEVEN MC CANN MD
PHYSICIAN EMPLOYEE	40.0			355029	26077	3900		X
LYNN GRUDZIELANEK
SVP-OPERATIONS-NORTH MARKET	40.0				22409	165646		X
PATRICIA ALLEN
VP-BUSINESS DEVEL & ANALYTICS	40.0				19709	155837		X
ABIGAIL NAVTI-ABONGWA
VP-COMMUNITY REL-NORTH MARKET	40.0				18620	174696		X
William Blum
Sr VP and Chief Financial Offi	40.0			305272	135825				X
Peter Chapman MD
Physician Employee	40.0			566299	37829				X
Kristine Krueger
Network Contract Specialist	40.0			115828	18982				X
Krishna Kumar MD
PHYSICIAN EMPLOYEE	40.0			562179	39537				X
Jack Manley MD
PHYSICIAN EMPLOYEE	40.0			577607	47927				X
Norma McCutcheon
SVP-OPERATIONS-NORTH MARKET	40.0			332515	174206				X
Allan Pasch MD
PHYSICIAN EMPLOYEE	40.0			491937	33817				X
Jean Sagan
VP-EHR REG OPERATIONS LEADER	40.0			182613	21521				X
Carmen Terlizzi MD
PHYSICIAN EMPLOYEE	40.0			406366	37101				X
Jon Wachs
Sr VP and Chief Operating Offi	40.0			804963	309576				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1380491	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	8633010	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1568648	TotalOtherCompensation
Number Individuals GT100 K	7	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
MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLANK	MILWAUKEE	WI	53226	PHYSICIANS/RESIDENTS	6790107
AURORA MEDICAL GROUP
PO BOX 341308	MILWAUKEE	WI	53234	PERFUSIONISTS	5959760
ST JOSEPH EMERGENCY PHYSICIANS
PO BOX 793	TRAVERSE CITY	MI	49685	ER MANAGEMENT	2717607
EMERGENCY MEDICINE SPECIALIST
3237 S 16TH STREET	MILWAUKEE	WI	53215	ER MANAGEMENT SERV	2161590
RILEY CONSTRUCTION COMPANY INC
5301-99TH STREET	KENOSHA	WI	53144	CONSTRUCTION	1683097

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	42	NumberOfContractorsGT100K
Related Organizations	999463	RelatedOrganizations
Government Grants	142938	GovernmentGrants
All Other Contributions	1430	AllOtherContributions
Total Contributions	1143831	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PATIENT REVENUES	900099	214557771	214557771
MEDICARE MEDICAID PAYMENTS	900099	120742472	120742472

Field	Value	IRS element (for citing)
Total Program Service Revenue	335300243	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	86555	TotalRevenueColumn
Exclusion	$86,555	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	992704	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	992704	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	992704	TotalRevenueColumn
Exclusion	$992,704	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	7209587	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	7209587	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	7209587	TotalRevenueColumn
Exclusion	$7,209,587	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
MAYFAIR RADIOLOGY REVENUE	900099	1974	1974
CAFETERIA REVENUE	900099	1137899		$1,137,899
PATIENT TRANSPORTATION	900099	27081		$27,081

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1385629	TotalRevenueColumn
Related Or Exempt Function Income	1385629	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	2552583	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	347285503	TotalRevenueColumn
Related Or Exempt Function Income	336687846	RelatedOrExemptFunctionIncome
Exclusion	$9,453,826	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	798566	Total
Program Services	543488	ProgramServices
Management And General	255078	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	99603387	Total
Program Services	94930776	ProgramServices
Management And General	4672611	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	6803844	Total
Program Services	6493586	ProgramServices
Management And General	310258	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	13500287	Total
Program Services	12864984	ProgramServices
Management And General	635303	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	7668942	Total
Program Services	7296232	ProgramServices
Management And General	372710	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	15500	Total
Management And General	15500	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

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	30280835	Total
Program Services	30227451	ProgramServices
Management And General	53384	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	30871	Total
Program Services	31113	ProgramServices
Management And General	-242	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	49790994	Total
Program Services	49717027	ProgramServices
Management And General	73967	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	-273945	Total
Program Services	-159054	ProgramServices
Management And General	-114891	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	235984	Total
Program Services	158452	ProgramServices
Management And General	77532	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	28929	Total
Program Services	28929	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	2325320	Total
Management And General	2325320	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	22679709	Total
Program Services	19585681	ProgramServices
Management And General	3094028	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	154730	Total
Program Services	154730	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	Program ServicesProgramServices
MANAGEMENT FEES	53143412	53143412
BAD DEBT	22626117		22626117
MAINTENANCE CONTRACTS	2671786	74195	2597591
OTHER	8872757	173026	8699731
HOSPITAL ASSESSMENT	13487470		13487470

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	334445495	Total
Program Services	269284304	ProgramServices
Management And General	65161191	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	98038	BOY
EOY	98359	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	-2400	BOY
EOY	-26555	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	43348362	BOY
EOY	40789941	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	951240	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	5160616	BOY
EOY	5278511	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	879851	BOY
EOY	959945	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	471429075	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	270982212	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	218605907	BOY
EOY	200446863	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	18116444	BOY
EOY	8678625	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	286206818	BOY
EOY	257176929	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	15887535	BOY
EOY	15948072	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	85185	BOY
EOY	85406	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	131944952	BOY
EOY	181521161	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	147917672	BOY
EOY	197554639	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	137926800	BOY
EOY	59212880	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	362346	BOY
EOY	409410	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	138289146	BOY
EOY	59622290	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	286206818	BOY
EOY	257176929	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	12840008	ReconcilationRevenueExpenses
Reconcilation Other Changes	-91506864	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	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

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	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	true	GrantsOtherOrganizations
Grants Other Organizations	$10,381	GrantsOtherOrganizationsAmount
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Total Lobbying Expenditures IIB	10381	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Sch C Part IV	Identifier
Return Reference	Sch C Part II-B Line 1i	ReturnReference
Explanation	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 $72,014 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $32,020 Wheaton Franciscan, Inc. (formerly Wheaton Franciscan Healthcare - St. Joseph, Inc. and The Wisconsin Heart Hospital, Inc.) #39-0816857 $10,381 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 $7,924 Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. #39-0853528 $4,012 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $8,234 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $1,516 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $ 962 Marianjoy, Inc. #36-3483589 $3,746 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $11,814 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $3,746 Covenant Medical Center, Inc. #42-1264647 $27,090 Sartori Hospital, Inc. #42-0758901 $5,146 Mercy Hospital, Inc. #42-1178403 $2,400 TOTAL LOBBYING EXPENSES: $191,005	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	11896875	OtherCostOrOtherBasis
Book Value	11896875	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	261612001	OtherCostOrOtherBasis
Depreciation	114441096	Depreciation
Book Value	147170905	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4047059	OtherCostOrOtherBasis
Depreciation	3916651	Depreciation
Book Value	130408	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	99348679	OtherCostOrOtherBasis
Depreciation	80808752	Depreciation
Book Value	18539927	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	94524461	OtherCostOrOtherBasis
Depreciation	71815713	Depreciation
Book Value	22708748	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	200446863	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
DUE TO THIRD PARTY PAYORS	$3,973,316
FAS 47 LONG TERM PAYABLE SJH	$1,183,626
ACCOUNTS PAYABLE TO AFFILIATES	$130,554,958
BONDS PAYABLE TO AFFILIATES	$45,650,864
LT CAPITAL LEASE OBLIGATION	$158,397

Field	Value	IRS element (for citing)
Total Of Amounts	181521161	TotalOfAmounts

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	false	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	false	ExpensesExceededBudget
Annual Community Benefit Report	true	AnnualCommunityBenefitReport
Report Publically Available	true	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	4702668	TotalCommunityBenefitExpense
Net Community Benefit Expense	4702668	NetCommunityBenefitExpense
Percent Of Total Expense	0.01510	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	113618001	TotalCommunityBenefitExpense
Direct Offsetting Revenue	88610244	DirectOffsettingRevenue
Net Community Benefit Expense	25007757	NetCommunityBenefitExpense
Percent Of Total Expense	0.08020	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	615451	TotalCommunityBenefitExpense
Direct Offsetting Revenue	833139	DirectOffsettingRevenue
Net Community Benefit Expense	-217688	NetCommunityBenefitExpense
Percent Of Total Expense	0.00070	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	118936120	TotalCommunityBenefitExpense
Direct Offsetting Revenue	89443383	DirectOffsettingRevenue
Net Community Benefit Expense	29492737	NetCommunityBenefitExpense
Percent Of Total Expense	0.09460	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	141552	TotalCommunityBenefitExpense
Net Community Benefit Expense	141552	NetCommunityBenefitExpense
Percent Of Total Expense	0.00040	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	10790905	TotalCommunityBenefitExpense
Direct Offsetting Revenue	7778792	DirectOffsettingRevenue
Net Community Benefit Expense	3012113	NetCommunityBenefitExpense
Percent Of Total Expense	0.00970	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	13767502	TotalCommunityBenefitExpense
Direct Offsetting Revenue	11466273	DirectOffsettingRevenue
Net Community Benefit Expense	2301229	NetCommunityBenefitExpense
Percent Of Total Expense	0.00740	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	205364	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1200	DirectOffsettingRevenue
Net Community Benefit Expense	204164	NetCommunityBenefitExpense
Percent Of Total Expense	0.00060	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	24905323	TotalCommunityBenefitExpense
Direct Offsetting Revenue	19246265	DirectOffsettingRevenue
Net Community Benefit Expense	5659058	NetCommunityBenefitExpense
Percent Of Total Expense	0.01810	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	143841443	TotalCommunityBenefitExpense
Direct Offsetting Revenue	108689648	DirectOffsettingRevenue
Net Community Benefit Expense	35151795	NetCommunityBenefitExpense
Percent Of Total Expense	0.11270	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	4849	TotalCommunityBuildingExpense
Net Community Building Expense	4849	NetCommunityBuildingExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	428	TotalCommunityBuildingExpense
Net Community Building Expense	428	NetCommunityBuildingExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	5277	TotalCommunityBuildingExpense
Net Community Building Expense	5277	NetCommunityBuildingExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$22,626,117	BadDebtExpenseAmount
Amount Reimbursed By Medicare	65233614	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	64943999	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	289615	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare
Number Of Hospital Facilities	2	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Teaching HospitalTeachingHospital	Er24 HoursEr24Hours	OtherOther
WHEATON FRANCISCAN INC
1	5000 W CHAMBERS	MILWAUKEE	WI	53210	X	X	X	X
WHEATON FRANCISCAN INC
2	10000 WEST BLUEMOUND ROAD	WAUWATOSA	WI	53226	X	X			HEART CARE

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)

Hospital Facility NumberHospitalFacilityNumber
WHEATON FRANCISCAN INC
1
WHEATON FRANCISCAN INC
2

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	7	NumberOfOtherFacilities

Other Facilities OtherFacilities (7 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
WHEATON FRANCISCAN WAUWATOSA
201 N MAYFAIR RD	WAUWATOSA	WI	53226	HOSPITAL BASED OUTPATIENT CNTR
WHEATON FRANCISCAN INC
4301 W BROWN DEER ROAD	BROWN DEER	WI	53209	RADIOLOGY UNIT
WHEATON FRANCISCAN INC
19333 W NORTH AVENUE	BROOKFIELD	WI	53045	REHABILITAION UNIT
WHEATON FRANCISCAN BROWN DEER
9250 N GREEN BAY RD	BROWN DEER	WI	53209	HOSPITAL BASED OUTPATIENT CNTR
WHEATON FRANCISCAN INC
5025 W BURLEIGH ST	MILWAUKEE	WI	53210	MEDICAL OFFICE BUILDING
WHEATON FRANCISCAN INC
3070 N 51ST ST	MILWAUKEE	WI	53210	MEDICAL OFFICE BUILDING
WHEATON FRANCISCAN INC
2400 W VILLARD AVE	MILWAUKEE	WI	53209	RESIDENCY PROGRAMS

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Identifier	SCHEDULE H SUPPLEMENTAL INFORMATION	Identifier
Return Reference	VARIOUS - SEE BELOW	ReturnReference
Explanation	Schedule H Part I, Line 4 Wheaton Franciscan Healthcare's generous Payment for Services Policy specifies that for uninsured patients whose income is at or below 400% of the Federal Poverty Income Guidelines, the maximum out-of-pocket liability that Wheaton Franciscan Healthcare will charge for medically necessary services shall not exceed 15% of gross household income. This also applies to patients who are underinsured whose income is at or below 300% of the Federal Poverty Income Guidelines. Free or discounted care is available to those who meet requirements including income level, family size, and assets. Schedule H Part I, Line 6A The Annual Report that outlines the Hospital's community benefit information is contained in a report prepared by the system, Wheaton Franciscan Services, Inc. which is the ultimate parent organization of an integrated health care system operated in Wisconsin, Illinois, and Iowa. For more information, please see our annual report at www.mywheaton.org. It is available under "About Us" by clicking on "Community Impact," and scrolling down to "For more information." Schedule H Part I, Line 7 Community Benefit amounts are reported using total actual costs per the hospital's managerial accounting system in use, which includes all patient segments including inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, Medicare HMO, uninsured, and self pay patients. Medicare is reported per the most recently filed cost report. Amounts are compiled using a software application recommended by the Catholic Health Association because it has the ability to provide the information in a format suitable for Schedule H presentation. After the data is entered by the Site Finance Directors, its accuracy is verified by employees who are trained in community benefit reporting. The Manager of Strategic Planning and Community Benefit and the Vice President of Government Relations then review the community benefit amounts with the Chief Financial Officer and the President/CEO of the organization. Once amounts are verified and approved, community benefit amounts become finalized. Wheaton Franciscan Healthcare complies with Illinois state law which requires reporting to the Attorney General's Office. Additionally, Wheaton Franciscan Healthcare voluntarily reports community benefit information in Wisconsin and Iowa by making the information readily available on certain websites. Finally, the information is compiled with the assistance of the software, for presentation in IRS Forms 990 Schedule H and Statement of Program Service Accomplishments Part III. Schedule H Part I, Line 7F Wheaton Franciscan Healthcare organizations follow guidelines established by the Catholic Health Association, which recommends that bad debt expense not be included in community benefit amounts. As a result of this applied methodology, a total amount of $22,626,117 has not been included in the calculation of the percentages reported on Schedule H Line 7 Column f. Schedule H Part I, Line 7G In Southeast Wisconsin, physician clinics are operated by a separate legal entity; Iowa region clinic operations are included as a department of the hospital, Covenant Medical Center, Inc. Clinic operations for the Iowa clinics are included only in the community benefit reporting of charity care, government sponsored health care, and Medicare shortfall. Therefore, for all entities, including Covenant Medical Center, Inc., costs related to physician clinics are not included in subsidized health services reported on Schedule H Part I Line 7g. Schedule H Part III, Section A, Line 4 As part of an annual process, affiliates of Wheaton Franciscan Healthcare complete a consolidated audit each year which does not provide any specific information as to the calculation and recording of bad debt expense. However, it is the practice of Wheaton Franciscan Healthcare to record actual bad debt expense for each organization at the time the amount due is determined to be uncollectible, and thus written off. Since the organization follows guidelines established by the Catholic Health Association and the related state counterpart in Wisconsin, Iowa, or Illinois as appropriate, Wheaton Franciscan Healthcare does not include any form of bad debt expense in its annual reporting of community benefit amounts. It is also the position of Wheaton Franciscan Healthcare that none of the patients resulting in uncollectible accounts would have qualified as charity care patients as this determination is made at the time of admission. Bad debt expense is determined after many months of collection efforts, and for this reason Part III Section A Line 3 is reported as none (ie at zero). Schedule H Part III, Section B, Line 8 Schedule H Part III Section B Line 6 reports "allowable costs of care" as taken from the most recently completed as-filed Medicare cost report. The Medicare cost report calculates its allowable total costs based on applicable Medicare regulations. Medicare and Medicaid cost is determined using individual cost center cost-to-charge ratios. This cost to charge ratio is determined using all payer cost and all payer charges. The cost to charge ratio is applied to the actual Medicare and Medicaid charges to determine the Medicare and Medicaid cost. Note this cost can be substantially different than the Medicare shortfall amounts that are footnoted in our annual community benefit report, because costs for this purpose are computed by using total actual costs per the managerial accounting system in use, which includes Medicare HMO (in addition to straight Medicare) among other differences. This organization has adopted the cost and charge practices as recommended by the Catholic Health Association and the Wisconsin, Iowa, or Illinois Hospital Association as applicable, and therefore, does not count any Medicare shortfall numbers, regardless of the method upon which the shortfall numbers were determined, in its annual reporting of Community Benefit amounts. Schedule H Part III, Section C, Line 9B Wheaton Franciscan Healthcare's Payment for Services Policy outlines all collection practices for patients who are known to qualify for government programs and for our charity care program. We make every attempt to assist the patient in enrolling in government insurance plans or our own charity care program allowing for free or discounted care. If the patient does not qualify for any type of aid or charity care, declines to establish a reasonable payment plan or pay the liability, the patient will be moved into a bad debt status, and the account is sent to a collection agency. This does not occur before the patient has received several notices and a final written warning. Schedule H Part V Section A and Section C Affiliates of Wheaton Franciscan Healthcare have defined and reported "hospital facilities" to include only those bricks and mortar buildings that actually have inpatient beds, in addition to meeting all other criteria under Wisconsin, Iowa, or Illinois state laws, as applicable, required for hospital licensing. Although there are other facilities within our system built to hospital standards, performing hospital-based billing, and conforming to other "hospital" standards under state law, until there is further guidance from the IRS, these facilities have been reported in Section C, due to their lack of having state certified inpatient beds. Schedule H Part VI, Line 2 Wheaton Franciscan Healthcare assesses the needs of the communities it serves by reviewing admission and discharge data, analyzing information from the community health departments and other community leaders, and by aligning our services with the Healthy People 2020 and other current year initiatives. Schedule H Part VI, Line 3 Wheaton Franciscan Healthcare provides its patients with several opportunities to gain knowledge and awareness of its Community Care (Charity Care/Financial Assistance) program. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as: patient admitting and registration areas in both inpatient and outpatient settings, physician offices, and emergency departments. Additionally, brochures describing the policy are available upon request in the same locations and on Wheaton Franciscan Healthcare's website. The policy is also discussed at the time of registration or pre-registration for all inpatient procedures. Schedule H Part VI, Line 4 Please see detailed information provided at Schedule H Part VI Line 5 Schedule H Part VI, Line 5 WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN Wheaton Franciscan Healthcare's service to Southeast Wisconsin dates back to 1879 when the Franciscan Sisters began operating a health care ministry out of a small house. Five years later they opened their first hospital in Milwaukee - St. Joseph. Over the next 100 years, the Sisters	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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 (27 entries)

Comp Based On Related OrgsCompBasedOnRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs	Base Compensation Filing OrgBaseCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Bonus Related OrgsBonusRelatedOrgs
David Ashpole MD
535887	186056	13251	34280	769474	182414
Sharon Baughman
						193940	14400	872	22778	23088	255078
William Blum
226829	78443	129325	6500	441097	78443
Kenneth Buser
470816	20744	54011	49821	679992								84600
Stephen Cardamone DO
418256	14556	51167	21634	632113								126500
Peter Chapman MD
562341	3958	13251	24578	604128
Eric Christianson MD
247502	2205	13198	20376	300581								17300
Daniel Donovan DO
281622	2288	13230	19551	316691
Rita Hanson-Melzer MD
						296467	31000	4896	17718	15373	365454
Kristine Krueger
112940	1388	10209	8773	134810								1500
Krishna Kumar MD
560091	2088	13251	26286	601716
Jack Manley MD
565076	12531	13251	34676	625534
Daniel Mattes
283090	12572	34949	26032	408943								52300
Norma McCutcheon
320300	12215	25329	148877	506721
Nicholas Omdahl MD
419908	17945	18038	23010	514101	12910							35200
Allan Pasch MD
485438	6499	13148	20669	525754
Tod Poremski MD
284241	2085	13148	11475	310949
Jean Sagan
163520	1693	12903	8618	204134								17400
Debra Standridge
355823	14743	32081	24492	472339								45200
Carmen Terlizzi MD
404193	2173	13148	23953	443467
Jon Wachs
527805	129458	257089	52487	1114539	98350							147700
Robert Stern MD
						149220		2648	8251	17915	178034
WILLIAM ARTNER
						175298	11333	338	29576	17069	233614
STEVEN MC CANN MD
203532	1497		12979	368008		3900			13098		16998	150000
LYNN GRUDZIELANEK
						153817	11100	729	11638	10771	188055
PATRICIA ALLEN
						144533	10600	704	10720	8989	175546
ABIGAIL NAVTI-ABONGWA
						161614	12700	382	14672	3948	193316

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	OTHER INFORMATION SCHEDULE J	Identifier
Return Reference	VARIOUS - SEE REFERENCES BELOW	ReturnReference
Explanation	Schedule J, Part I, Line 3 The compensation of the filing organization's CEO and/or the Executive Director is determined at the parent organization level, using the process described in Schedule O related to Part VI Section B Line 15. The parent organization, Wheaton Franciscan Services, Inc. (FEIN: 36-3262111) uses a compensation committee, independent compensation consultants, and compensation surveys and studies to determine appropriate levels of compensation that are reflective of fair market value. All compensation is approved by the board and/or compensation committee Schedule J, Part I, Line 4A Reportable compensation of William Blum includes $228,005 in severance payments made during calendar year 2010. Reportable compensation of Norma McCutcheon includes $208,772 in severance payments made during calendar year 2010. Schedule J, Part I, Line 4B David Ashpole received a 2010 taxable payout of $182,414 related to a supplemental nonqualified retirement plan under IRC Section 457(f). William Blum received a 2010 taxable payout of $78,443 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. Nicholas Omdahl received a 2010 taxable payout of $12,910 related to a supplemental nonqualified retirement plan under IRC Section 457(f). Jon Wachs received a 2010 taxable payout of $98,329 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column D where applicable: Nontaxable benefits of Norma McCutcheon include $135,699 in accrued severance at 12/31/10, to be paid as wages and benefits in a future year.	Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	Emergency Med Spec	NamePerson
Purpose Of Loan	Working captial	PurposeOfLoan
Loan From Organization	X	LoanFromOrganization
Original Principal	$951,240	OriginalPrincipalAmount
Balance Due	951240	BalanceDue
Default	false	Default
Approved By Board	false	ApprovedByBoard
Written Agreement	true	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	951240	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	Emergency Medicine Specialists	NamePerson

Field	Value	IRS element (for citing)
Relationship	Neal Harmelink officer	Relationship
Amount Of Transaction	323890	AmountOfTransaction
Description Of Transaction	Emergency Dept Management	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	SCHEDULE L PART II AND IV	Identifier
Return Reference	Form 990, Part VII, Section B, Line 1 and Schedule L Part II and Part IV	ReturnReference
Explanation	Of the total amount of $2,161,590 that was paid to Emergency Medicine Specialists (EMS) during calendar year 2010, $1,837,700 related to an advance of which $886,460 was recouped through patient billings passed through to Wheaton Franciscan, Inc. (WFI). The difference of $951,240 represented the amount due to Wheaton as of 12/31/10, and this was reported as a loan on Schedule L, due to the fact that Neal Harmelink is both an officer for EMS and WFI, making EMS an interested person for purposes of Schedule L. The remaining amount, $323,890 was paid to EMS for Emergency Department management, and was also reported on Schedule L as a business transaction with an interested person. for Emergency Department management, and was also reported on Schedule L as a business transaction with an interested person.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Schedule O	Other information	Part VI, Section A, Line 4 The organizational documents were updated to reflect a merger between Wheaton Franciscan, Inc. (FEIN #39-0816857) and Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. (FEIN #39-0853528) on June 30, 2011 with Wheaton Franciscan, Inc. as the surviving corporation. Part VI, Section A, Lines 6-7B 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-10B Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. Part VI, Section B, Lines 11A-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. This is a cursory review, where the 990 is explained at a high level by management representatives, and any questions or concerns that the board has can be addressed. At a later date and prior to efiling, the full board is provided access to all 990's and 990-T'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 (and accompanying 990-T if any) is explained at a high level, and board questions or concerns are addressed. Members of the full board are provided access to all 990's and 990-T's within that region prior to efiling via an online portal. Part VI, Section B Lines 12A-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. Also at this date, 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 after two attempts, 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 Schedule O		Form 990 Part VI, Section B, Lines 15A-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. The compensation for the organization's President and other officers and key management employees is reviewed and approved on an annual basis, as part of the WFSI Executive Compensation Plan, by the Executive Committee of the Wheaton Franciscan Services, Inc. Board of Directors (the "Executive Committee of the WFSI Board"), an independent board, acting in a manner consistent with its conflicts of interest policy. The WFSI Board's decision is informed by an opinion on market comparable compensation data provided to the WFSI Board by an independent compensation expert. The WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. With respect to the organization's officers and/or key employees that are practicing physicians, the Wheaton Franciscan Medical Group (WFMG) Physician Compensation Plan is also reviewed and approved on an annual basis by the Executive Committee of the WFSI Board, an independent board, acting in a manner consistent with its conflicts of interest policy. The Executive Committee of the WFSI Board's decision on the organization's physician compensation plan is informed by an opinion on market comparable physician compensation data provided to the board committee by an independent physician compensation expert. The Executive Committee of the WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. For those officer and/or key employee physicians that are paid for their services other than pursuant to the WFSI Executive Compensation Plan or the WFMG Physician Compensation Plan, the compensation terms of the written contract with the physician are approved by either the WFSI Board of Directors, the WFSI CEO or by the WFMG President, in accordance with the level of authority delegated to the same by the WFSI Board of Directors in accordance with its financial transactions policy. In each case, decisions are made in accordance with the organization's conflict of interest requirements. Also, in each case, the compensation paid pursuant to a contract is determined with reference to market comparable information. Organizational policy requires that contemporaneous documentation of the same be maintained. 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 C Wheaton Franciscan Healthcare and Franciscan Ministries are a controlled group of related healthcare and housing organizations. As such, many employees who are at the Vice President 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% of total hours. Form 990, Part VII, Section B, Line 1 and Schedule L Part II and Part IV Of the total amount of $2,161,590 that was paid to Emergency Medicine Specialists (EMS) during calendar year 2010, $1,837,700 related to an advance of which $886,460 was recouped through patient billings passed through to Wheaton Franciscan, Inc. (WFI). The difference of $951,240 represented the amount due to Wheaton as of 12/31/10, and this was reported as a loan on Schedule L, due to the fact that Neal Harmelink is both an officer for EMS and WFI, making EMS an interested person for purposes of Schedule L. The remaining amount, $323,890 was paid to EMS for Emergency Department management, and was also reported on Schedule L as a business transaction with an interested person. Form 990 Part XI Line 5 The amount reported in "Other changes in net assets or fund balances" includes an equity transfer made of $81,676,743 that represents this organization's share of expense items related to Wheaton Franciscan Medical Group (#39-1791586) operations. The amount also includes a write-off of Goodwill in the amount of $9,830,121. DISCLOSURE STATEMENT RELATED TO FORMS 5471 INFO RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPS FILED ON BEHALF OF THE TAXPAYER UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: WHEATON FRANCISCAN SERVICES, INC. ADDRESS: 26 W171 ROOSEVELT ROAD, WHEATON, IL 60187 ID # OF U.S. TAX RETURN WITH WHICH FORM 5471 WAS FILED: 36-3262111 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (73 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
WHEATON FRANCISCAN SERVICES INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363262111	PARENT CORP	IL	501(c)(3)	11 - III-FI	NA
AFFINITY HEALTH SYSTEM
1570 MIDWAY PLACE	MENASHA	WI	54942	391638765	HOLDING CO	IL	501(c)(3)	11 - I	WFSIMHC
AUXILIARY OF ST ELIZABETH HOSPITAL INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	396077331	AUXILIARY	WI	501(c)(3)	11 - III-O	ST ELIZ HOSP
CALUMET MEDICAL CENTER INC
614 MEMORIAL DRIVE	CHILTON	WI	53014	390905385	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
MERCY MEDICAL CENTER OF OSHKOSH INC
500 SOUTH OAKWOOD ROAD	OSHKOSH	WI	54904	390806268	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
NETWORK HEALTH SYSTEM INC
1570 MIDWAY PLACE	MENASHA	WI	54942	391127163	MED GROUP	WI	501(c)(3)	3	AFF HLTH SYS
ST ELIZABETH HOSPITAL COMMUNITY FNDN INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	391256677	FOUNDATION	WI	501(c)(3)	11 - I	AFF HLTH SYS
ST ELIZABETH HOSPITAL INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	390816818	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
WFH - SOUTHEAST WISCONSIN INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391568865	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
WFH - ALL SAINTS INC
3801 SPRING STREET	RACINE	WI	53405	391264986	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WFH - ALL SAINTS FOUNDATION INC
1320 WISCONSIN AVENUE	RACINE	WI	53403	391570877	FOUNDATION	WI	501(c)(3)	11 - I	WFH-AS INC
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
WFH - CIRCLE OF LIFE FOUNDATION INC
13950 WEST CAPITOL DRIVE	BROOKFIELD	WI	53005	562426294	FOUNDATION	WI	501(c)(3)	11 - I	WFH-PE
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
WHEATON FRANCISCAN MEDICAL GROUP INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391791586	MED GROUP	WI	501(c)(3)	3	WFH-SE WI
WHEATON FRANCISCAN -ELMBROOK FNDN (1)
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	392028808	FOUNDATION	WI	501(c)(3)	11 - I	WF INC
WHEATON FRANCISCAN INC (2)
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	390853528	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WHEATON FRANCISCAN LABORATORIES INC
11020 WEST PLANK COURT	WAUWATOSA	WI	53226	391701402	LABORATORY	WI	501(c)(3)	9	WFH-SE WI
WFH PHARMACY ENT AND FRAN WOODS INC
13950 WEST CAPITOL DRIVE	BROOKFIELD	WI	53005	391613624	PHARMACY	WI	501(c)(3)	9	WFH-SE WI
WFH - ST FRANCIS INC
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	390907740	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WF - ST JOSEPH FOUNDATION INC
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	391636804	FOUNDATION	WI	501(c)(3)	11 - I	WF INC
WFH - THE WISCONSIN HEART HOSPITAL INC (
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391220690	FOUNDATION	WI	501(c)(3)	11 - I	WFH-SE WI
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
WFH - TERRACE AT ST FRANCIS INC
3200 SOUTH 20TH STREET	MILWAUKEE	WI	53215	391486775	NURSING HOME	WI	501(c)(3)	9	WFH-SE WI
WFH - FRANKLIN INC
10101 SOUTH 27TH STREET	FRANKLIN	WI	53132	562592868	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WHEATON WAY CONDO OWNERS ASSCN INC
10101 SOUTH 27TH STREET	FRANKLIN	WI	53132	300659830	CONDO ASSCN	WI	N/A	N/A	WFH-FRKLN
METRO PHYSICIANS INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	943436893	MED GROUP	WI	501(c)(3)	3	WFMG
MARIANJOY INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363483589	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
MARIANJOY FOUNDATION INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	352165613	FOUNDATION	IL	501(c)(3)	7	MJ HOSP
MARIANJOY REHAB CENTER AUXILIARY INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363896976	AUXILIARY	IL	501(c)(3)	11 - I	MJ HOSP
MARIANJOY REHAB HOSPITAL & CLINICS INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	362680776	REHAB HOSPITA	IL	501(c)(3)	3	MARIANJOY
REHABILITATION MEDICINE CLINIC INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363236791	MEDICAL GRP	IL	501(c)(3)	3	MARIANJOY
OSF SERVICES INC
PO Box 667	WHEATON	IL	601870667	391471463	HOLDING CO	WI	501(c)(3)	11 - III-FI	WFSI
CANTICLE MINISTRIES INC
PO Box 667	WHEATON	IL	601870667	364091836	HOUSING/ADVCY	IL	501(c)(3)	7	OSF SVCS INC
CLARA PFAENDER FUND INC
PO Box 667	WHEATON	IL	601870667	363353311	SPONSORSHIP	IL	501(c)(3)	11 - III-O	OSF SVCS INC
FRANCISCAN SISTERS CHARITABLE FUND OF CO
2626 OSCEOLA STREET	DENVER	CO	80212	840733072	AUXILIARY	CO	501(c)(3)	7	OSF SVCS INC
RUSH OAK PARK HOSPITAL INC
520 SOUTH MAPLE AVENUE	OAK PARK	IL	60304	362183812	HOSPITAL	IL	501(c)(3)	3	OSF SVCS INC
SET MINISTRY INC
2977 NORTH 50TH STREET	MILWAUKEE	WI	53210	391618277	SOCIAL WORK	WI	501(c)(3)	9	OSF SVCS INC
ST CATHERINE'S HOSPITAL INC
9555 76TH STREET	PLEASANT PRAIRIE	WI	53158	390855075	HOSPITAL	WI	501(c)(3)	3	OSF SVCS INC
SYNERGON HEALTH SYSTEM INC (5)
520 SOUTH MAPLE AVENUE	OAK PARK	IL	60304	363739067	HOSPITAL	IL	501(c)(3)	3	NONE
UHS INC (6)
6308 EIGHTH AVENUE	KENOSHA	WI	53143	391956749	HOSPITAL	WI	501(c)(3)	3	NONE
WFH - IOWA INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421177001	HOLDING CO	IA	501(c)(3)	11 - III-FI	WFSI
COVENANT FOUNDATION INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421295784	FOUNDATION	IA	501(c)(3)	9	COV MED CTR
COVENANT MEDICAL CENTER INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421264647	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA
MERCY HOSPITAL OF FRANCISCAN SISTERS INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421178403	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA
NE IOWA REAL ESTATE INVESTMENTS LTD
3421 WEST NINTH STREET	WATERLOO	IA	50702	421207432	HOLDING CO	IA	501(c)(2)	N/A	WFH-IOWA
SARTORI HEALTH CARE FOUNDATION INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421240996	FOUNDATION	IA	501(c)(3)	11 - I	SARTORI HOSP
SARTORI MEMORIAL HOSPITAL INC
515 COLLEGE STREET	CEDAR FALLS	IA	50613	420758901	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA
FRANCISCAN MINISTRIES INC
26W171 ROOSEVELT ROAD	WHEATON	IL	601870667	363259684	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
ASSISI HOMES - BATAVIA APARTMENTS INC
1259 EAST WILSON STREET	BATAVIA	IL	60510	363914084	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES - COLONY PARK INC
550 EAST THORNHILL DRIVE	CAROL STREAM	IL	60188	364039278	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES - CONSTITUTION HOUSE INC
401 NORTH CONSTITUTION DRIVE	AURORA	IL	60506	364049150	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES - JEFFERSON COURT INC
415 EAST KNAPP STREET	MILWAUKEE	WI	53202	391771526	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES - KENOSHA INC
1860 27TH AVENUE	KENOSHA	WI	53140	391814815	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES - SAXONY INC
1876 22ND AVENUE	KENOSHA	WI	53140	391790498	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES OF GURNEE INC
3495 WEST GRAND AVENUE	GURNEE	IL	60031	363942336	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES OF ILLINOIS INC
2126 WEST ROOSEVELT ROAD	WHEATON	IL	60187	363803443	HOUSING	IL	501(c)(3)	9	FMI
Assisi HOMES OF NEENAH INC
210 BYRD AVENUE	NEENAH	WI	54946	363767250	HOUSING	WI	501(c)(3)	9	FMI
CANTICLE PLACE INC
26W171 ROOSEVELT ROAD	WHEATON	IL	601870667	363957850	HOUSING	IL	501(c)(3)	9	FMI
CATHERINE MARIAN HOUSING INC
806 SOUTH WISCONSIN AVENUE	RACINE	WI	53403	391657098	HOUSING	WI	501(c)(3)	9	FMI
CLARE GARDENS INC
2626 OSCEOLA STREET	DENVER	CO	80212	237200039	HOUSING	CO	501(c)(3)	9	FMI
CLARE OF ASSISI HOMES-WESTMINSTER INC
2451 WEST 82ND PLACE	WESTMINSTER	CO	80031	742740978	HOUSING	CO	501(c)(3)	9	FMI
DAYSPRING VILLA INC
3777 WEST 26TH AVENUE	DENVER	CO	80211	363933908	HOUSING	CO	501(c)(3)	9	FMI
FRANCIS HEIGHTS INC
2626 OSCEOLA STREET	DENVER	CO	80212	840626174	HOUSING	CO	501(c)(3)	9	FMI
FRANCISCAN MINISTRIES COMMUNITY FNDN INC
26W171 ROOSEVELT ROAD	WHEATON	IL	601870667	364456204	FOUNDATION	IL	501(c)(3)	11 - II	FMI
FRANCISCAN SENIORS KENOSHA INC
1920 27TH AVENUE	KENOSHA	WI	53140	391821568	HOUSING	WI	501(c)(3)	9	FMI
MARIAN HOUSING CENTER INC
4105 SPRING STREET	RACINE	WI	53405	391515867	HOUSING	WI	501(c)(3)	9	FMI
MARIAN PARK INC
2126 WEST ROOSEVELT ROAD	WHEATON	IL	60187	362750105	HOUSING	IL	501(c)(3)	9	FMI
RIDGEWAY PLACE INC
155 EAST RIDGEWAY AVENUE	WATERLOO	IA	50702	421416064	HOUSING	IA	501(c)(3)	9	FMI
STARVED ROCK-LASALLE MANOR INC
1135 10TH STREET	LASALLE	IL	61301	363796933	HOUSING	IL	501(c)(3)	9	FMI
VILLA MARIA INC
2461 WEST 82ND PLACE	WESTMINSTER	CO	80031	841347868	HOUSING	CO	501(c)(3)	9	FMI
VILLA ST CLARE INC
130 BYRD AVENUE	NEENAH	WI	54946	391769395	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES LASALLE MANOR INC (4)
26W171 ROOSEVELT ROAD	WHEATON	IL	601890795	800623447	HOUSING	IL	501(c)(3)	9	FMI

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1
SR LM LTD
PO BOX 667	Wheaton	IL	60187	363811835	Housing	IL	SR-LM Inc
Kenosha Snrs
PO Box 667	Wheaton	IL	60187	391801541	Housing	WI	FR Senrs

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	Legal Domicile Foreign CountryLegalDomicileForeignCountry
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 HOLD 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 HOLD 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
3421 WEST NINTH STREET	WATERLOO	IA	50702	421189805	PHARMACY	IA	WFH-IOWA	C CORP
WHEATON FRANCISCAN INSURANCE COMPANY
				980691609	FINANCIAL		WFSI		UK

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	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	true	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	true	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	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	WF - ST JOSEPH FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionType
Amount Involved	249463	AmountInvolved

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	SCHEDULE R FOOTNOTES	Identifier
Return Reference	FORM 990, PART V, SCHEDULE R PART II	ReturnReference
Explanation	(1) Wheaton Franciscan Healthcare - Elmbrook Memorial Foundation, Inc. changed its legal name to Wheaton Franciscan - Elmbrook Memorial Foundation, Inc. effective July 1, 2011. (2) On July 1, 2011, Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. (FEIN #39-0853528) was merged into Wheaton Franciscan, Inc. (FEIN 39-0816857). As a result of this merger, Wheaton Franciscan, Inc. f/k/a Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. (FEIN #39-0853528) ceased to exist and will file its final IRS Form 990 for the fiscal year ending June 30, 2011. (3) Wheaton Franciscan Healthcare - The Wisconsin Heart Hospital, Inc. f/k/a St Michael Hospital Community Foundation, Inc. (FEIN #39-1220690) was dissolved effective December 21, 2010 and as such, will file its final IRS Form 990 for tax year 2010. (4) Assisi Homes - LaSalle Manor, Inc. was formed on July 8, 2010 and was granted tax exempt status on February 14, 2011 retroactive to July 8th. (5) 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". (6) 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".	Explanation