WHEATON FRANCISCAN SERVICES INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WHEATON FRANCISCAN SERVICES INC (EIN 36-3262111)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-15
IRS object ID: 201231369349303093
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 F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T13:02:34-05:00	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	363262111	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Wheaton Franciscan Services Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WHEA	NameControl
Phone	6309096900	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	26 W171 Roosevelt Rd	AddressLine1
City	Wheaton	City
State	IL	State
ZIP Code	60187	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 D Oliverio	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	1154417889	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	1983	YearFormation
State Legal Domicile	IL	StateLegalDomicile
Activity Or Mission Description	WFSI is the parent organization that provides oversight and support to its system of related healthcare organizations and housing ministry operating in four states.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	10	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	7	NbrIndependentVotingMembers
Total Nbr Employees	672	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	1561783	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	35367	ContributionsGrantsPriorYear
Contributions Grants Current Year	15766	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	288643678	ProgramServiceRevenuePriorYear
Program Service Revenue CY	276288600	ProgramServiceRevenueCY
Investment Income Prior Year	17981468	InvestmentIncomePriorYear
Investment Income Current Year	16749927	InvestmentIncomeCurrentYear
Other Revenue Prior Year	24781800	OtherRevenuePriorYear
Other Revenue Current Year	39239384	OtherRevenueCurrentYear
Total Revenue Prior Year	331442313	TotalRevenuePriorYear
Total Revenue Current Year	332293677	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	97989	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	498520	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	187008657	SalariesEtcPriorYear
Salaries Etc Current Year	187311637	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	135454568	OtherExpensePriorYear
Other Expenses Current Year	121319542	OtherExpensesCurrentYear
Total Expenses Prior Year	322561214	TotalExpensesPriorYear
Total Expenses Current Year	309129699	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	8881099	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	23163978	RevenuesLessExpensesCY
Total Assets BOY	1163339526	TotalAssetsBOY
Total Assets EOY	1292267733	TotalAssetsEOY
Total Liabilities BOY	1362197670	TotalLiabilitiesBOY
Total Liabilities EOY	1386372685	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-198858144	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-94104952	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	64963297	Expense
Grants	498520	Grants
Revenue	313966201	Revenue
Description	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 for these activities include cash and in-kind donations. Communit	Description
Total Program Service Expense	64963297	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	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	true	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	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	765	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	672	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	10	NbrVotingGoverningBodyMembers
Number Independent Voting Members	7	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	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
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	LISA FLANIGAN	NamePerson
Telephone Number	6309096900	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	26 W171 ROOSEVELT RD	AddressLine1
City	WHEATON	City
State	IL	State
ZIP Code	60187	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Parke Behn
Director	1.0	X
Dennis Clark
Director	1.0	X
James Concannon MD
Director	1.0	X
Sr Mary Beth Glueckstein
Director	1.0	X
Carolyn Hodge-West
Director	1.0	X
Stephen Roell
Director	1.0	X
Michael Murry
ViceChair/Secretary - Director	1.0	X	X
Robert Walker
Treasurer - Director	1.0	X	X
John Oliverio
President/CEO - Director	40.0	X	X	1813218	0	157725
Michael Lepore
Secretary - Director	40.0	X	X	84068	0	2234
Sarah Herzog
Asst. Secretary	40.0		X	337103	0	42053
Jon Sohn
SVP - CHIEF FINANCIAL OFFICER	40.0			418725	0	59772	X
Gregory Smith
SVP - CHIEF INFORMATION OFFICE	40.0			407608	0	169834	X
Jon Wachs
SVP - CHIEF OPERATIONS OFFICER	40.0			804963	0	309576	X
Therese Rocole
SVP Mission Services	40.0			219637	0	29803	X
Stephen Cardamone DO
SVP/CHIEF MEDICAL OFFICER	40.0			559312	0	72801	X
Brenda Bowers
SVP-ORG CHANGE/LDRSHP PERF	40.0			243557	0	27898	X
Coreen Dicus-Johnson
SVP-PAYER CONTRACTING & REVENU	40.0			381162	0	44597	X
Richard Canter
SVP-STRATEGY & CORP AFFAIRS	40.0			689128	0	69687	X
Wayne Frangesch
SVP-SYSTEM HUMAN RESOURCES/OD	40.0			358370	0	60311	X
KENNETH BUSER
PRESIDENT/CEO WFH-ALL SAINTS	40.0			576160	0	103832		X
JACK DUSENBERY
PRESIDENT/CEO WFH-IOWA	40.0			568344	0	67280		X
KATHLEEN YOSKO
PRESIDENT/CEO-MARIANJOY	40.0			511733	0	67222		X
LOREN MEYER
PRESIDENT/CEO-WFMG	40.0			497339	0	70220		X
DEBRA STANDRIDGE
PRESIDENT-NORTH MARKET	40.0			415766	0	56573		X
William Blum
Sr VP and Chief Financial Offi	40.0			305272	0	135825			X
Terrance McGuire
SVP Mission Services	40.0			153099	0	25313			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	9344564	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1572556	TotalOtherCompensation
Number Individuals GT100 K	93	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
Catholic Healthcare Audit
231 S Bemiston Ste 300	CLAYTON	MO	63105	Audit Services	1093176
CIBER INC
PO BOX 844140	DALLAS	TX	75284	CONSULTANTS	1059361
MERCER HUMAN RESOURCE CONSULTING
PO BOX 730212	DALLAS	TX	75373	HR Consulting	845979
Press Ganey Associates Inc
PO Box 88335	MILWAUKEE	WI	53288	SVC EXCELLENCE	762392
Benefit Services Group Inc
PO Box 88911	MILWAUKEE	WI	53288	Consulting	674881

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	32	NumberOfContractorsGT100K
Related Organizations	15266	RelatedOrganizations
All Other Contributions	500	AllOtherContributions
Total Contributions	15766	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
SUPPORT SERVICES REVENUE	900099	274030746	272468963	1561783
GPO PATRONAGE DIV	900099	2257854	2257854

Field	Value	IRS element (for citing)
Total Program Service Revenue	276288600	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	7674777	TotalRevenueColumn
Exclusion	$7,674,777	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	2154151	TotalRevenueColumn
Exclusion	$2,154,151	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	829045211	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	822124212	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	6920999	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	6920999	TotalRevenueColumn
Exclusion	$6,920,999	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
INT INTERCO LOANS	900099	29540618	29540618
INVESTMENT IN AFFILIATE	900099	8411257	8411257
SWAP VALUATION ADJUSTMENT	900099	955541	955541

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	331968	TotalRevenueColumn
Related Or Exempt Function Income	331968	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	39239384	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	332293677	TotalRevenueColumn
Related Or Exempt Function Income	313966201	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1561783	UnrelatedBusinessRevenue
Exclusion	$16,749,927	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	485920	Total
Program Services	485920	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	12600	Total
Program Services	12600	ProgramServices

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	7363142	Total
Management And General	7363142	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	619509	Total
Management And General	619509	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	47252124	Total
Program Services	3792707	ProgramServices
Management And General	43459417	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	45743490	Total
Program Services	189635	ProgramServices
Management And General	45553855	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	83064895	Total
Program Services	1137812	ProgramServices
Management And General	81927083	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3268477	Total
Program Services	290142	ProgramServices
Management And General	2978335	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	415894	Total
Management And General	415894	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1836935	Total
Management And General	1836935	ManagementAndGeneral

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	887275	Total
Management And General	887275	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	3299887	Total
Program Services	2474915	ProgramServices
Management And General	824972	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	9519337	Total
Program Services	7139503	ProgramServices
Management And General	2379834	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	588003	Total
Management And General	588003	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	2911533	Total
Program Services	2183650	ProgramServices
Management And General	727883	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	525562	Total
Program Services	32949	ProgramServices
Management And General	492613	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	581837	Total
Program Services	19351	ProgramServices
Management And General	562486	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	36160243	Total
Management And General	36160243	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	745000	Total
Program Services	745000	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	21727818	Total
Program Services	16295863	ProgramServices
Management And General	5431955	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	12639635	Total
Program Services	9479726	ProgramServices
Management And General	3159909	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
MAINTENANCE CONTRACTS	20742821	15557116	5185705
MINOR EQUIPMENT	4918826	3689120	1229706
OTHER PURCHASED SERVICES	2310115	1155057	1155058
MEMBERSHIP FEES & DUES	631042	1708	629334
RECRUITMENT	543747	271873	271874

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	334032	Total
Program Services	8650	ProgramServices
Management And General	325382	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	309129699	Total
Program Services	64963297	ProgramServices
Management And General	244166402	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	39779910	BOY
EOY	35196852	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	400017	BOY
EOY	407094	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	481062890	BOY
EOY	570755262	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	180999	BOY
EOY	182555	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	14961239	BOY
EOY	14599847	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	158690248	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	94015876	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	68898680	BOY
EOY	64674372	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	493597059	BOY
EOY	550907446	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	5764070	BOY
EOY	16694939	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	26285304	BOY
EOY	26285304	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	32409358	BOY
EOY	12564062	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1163339526	BOY
EOY	1292267733	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	68644756	BOY
EOY	70632994	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	7188993	BOY
EOY	6443157	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	864280882	BOY
EOY	798737194	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	422083039	BOY
EOY	510559340	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1362197670	BOY
EOY	1386372685	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-198887134	BOY
EOY	-94153021	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	28990	BOY
EOY	48069	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-198858144	BOY
EOY	-94104952	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1163339526	BOY
EOY	1292267733	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	23163978	ReconcilationRevenueExpenses
Reconcilation Other Changes	81589214	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)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type3 Func Int	X	SupportingOrg509a3Type3FuncInt
Certification Checkbox	X	CertificationCheckbox
Contrib By Controlling Individual	false	ContribByControllingIndividual
Contribution By Related Party	false	ContributionByRelatedParty
Contrib By35 Controlled Entity	false	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (45 entries)

EINEIN	Type Of OrganizationTypeOfOrganization	Listed In Governing DocListedInGoverningDoc	Supported Organization NotifiedSupportedOrganizationNotified	Organized In USOrganizedInUS	AmountAmount
CALUMET MEDICAL CENTER
390905385	03	false	true	true	$0
MERCY MEDICAL CENTER OF OSKOSH INC
390806268	03	false	true	true	$0
NETWORK HEALTH SYSTEM INC
391127163	03	false	true	true	$0
ST ELIZABETH HOSPITAL INC
390816818	03	false	true	true	$5,686,008
WFH - ALL SAINTS INC
391264986	03	false	true	true	$36,915,876
WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC
391559428	03	false	true	true	$348,000
WHEATON FRANCISCAN MEDICAL GROUP INC
391791586	03	false	true	true	$14,100,996
WHEATON FRANCISCAN INC
390853528	03	false	true	true	$16,830,996
WFH PHARMACY ENT & FRAN WOODS INC
391613624	09	false	true	true	$762,000
WFH - ST FRANCIS INC
390907740	03	false	true	true	$14,386,164
WHEATON FRANCISCAN INC
390816857	03	false	true	true	$31,113,660
WFH - TERRACE AT ST FRANCIS INC
391486775	09	false	true	true	$182,004
WFH - FRANKLIN INC
562592868	03	false	true	true	$1,227,996
MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC
362680776	03	false	true	true	$11,161,691
REHABILITATION MEDICINE CLINIC INC
363236791	03	false	true	true	$0
CANTICLE MINISTRIES INC
364091836	07	false	true	true	$0
RUSH OAK PARK HOSPITAL INC
362183812	03	false	true	true	$0
SET MINISTRIES INC
391618277	09	false	true	true	$0
ST CATHERINES HOSPITAL INC
390855075	03	false	true	true	$0
COVENANT MEDICAL CENTER INC
421264647	03	false	true	true	$45,641,773
MERCY HOSPITAL OF FRANCISCAN SISTERS INC
421178403	03	false	true	true	$0
NE IOWA REAL ESTATE INVESTMENTS LTD
421207432	0	false	true	true	$0
SARTORI MEMORIAL HOSPITAL INC
420758901	03	false	true	true	$0
ASSISI HOMES-BATAVIA APARTMENTS INC
363914084	09	false	true	true	$0
ASSISI HOMES-COLONY PARK INC
364039278	09	false	true	true	$0
ASSISI HOMES-CONSTITUTION HOUSE INC
364049150	09	false	true	true	$0
ASSISI HOMES-JEFFERSON COURT INC
391771526	09	false	true	true	$0
ASSISI HOMES-KENOSHA INC
391814815	09	false	true	true	$0
ASSISI HOMES-SAXONY INC
391790498	09	false	true	true	$0
ASSISI HOMES OF GURNEE INC
363942336	09	false	true	true	$0
ASSISI HOMES OF ILLINOIS INC
363803443	09	false	true	true	$0
ASSISI HOMES OF NEENAH INC
363767250	09	false	true	true	$0
CANTICLE PLACE INC
363957850	09	false	true	true	$0
CATHERINE MARIAN HOUSING INC
391657098	09	false	true	true	$0
CLARE GARDENS
237200039	09	false	true	true	$0
CLARE OF ASSISI HOMES-WESTMINSTER INC
742740978	09	false	true	true	$0
DAYSPRING VILLA INC
363933908	09	false	true	true	$0
FRANCIS HEIGHTS INC
840626174	09	false	true	true	$0
FRANCISCAN SENIORS KENOSHA INC
391821568	09	false	true	true	$0
MARIAN HOUSING CENTER INC
391515867	09	false	true	true	$0
MARIAN PARK
362750105	09	false	true	true	$0
RIDGEWAY PLACE INC
421416064	09	false	true	true	$0
STARVED ROCK-LASALLE MANOR INC
363796933	09	false	true	true	$0
VILLA MARIA INC
841347868	09	false	true	true	$0
VILLA ST CLARE INC
391769395	09	false	true	true	$0

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	45	TotalNumberOfSupportedOrgs
Sum Of Amounts	178357164	SumOfAmounts

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	$72,014	GrantsOtherOrganizationsAmount
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$0	OtherActivitiesAmount
Total Lobbying Expenditures IIB	72014	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	LOBBYING	Identifier
Return Reference	Schedule 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	2064696	OtherCostOrOtherBasis
Book Value	2064696	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	16179829	OtherCostOrOtherBasis
Depreciation	4975054	Depreciation
Book Value	11204775	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	130648125	OtherCostOrOtherBasis
Depreciation	88831945	Depreciation
Book Value	41816180	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9797598	OtherCostOrOtherBasis
Depreciation	208877	Depreciation
Book Value	9588721	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	64674372	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescription	AmountAmount
SECURITY LENDING PAYABLE	$8,436,773
BENEFIT RESTORATION PLAN	$378,974
PENSION-MIN LIAB PER FAS87	$164,259,874
DEFERRED COMPENSATION	$28,267,565
FELICIAN SERVICES	$28,000,000
GIFT ANNUITIES	$65,728
DERIVATIVE SWAP VALUE ADJ	$5,730,260
DUE TO/FROM RELATED ORGS	$275,420,166

Field	Value	IRS element (for citing)
Total Of Amounts	510559340	TotalOfAmounts
Total Revenue	332293677	TotalRevenue
Total Expenses	309129699	TotalExpenses
Excess Or Deficit For Year	23163978	ExcessOrDeficitForYear
Net Unrealized GL On Investments	17202490	NetUnrealizedGLOnInvestments
Other	$61,867,113	OtherAmount
Total Adjustments	79069603	TotalAdjustments
Excess Or Deficit Per FS	102233581	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	349496167	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	17202490	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	17202490	RevenueNotRptdF990
Revenue Subtotal	332293677	RevenueSubtotal
Total Revenue Per Form990	332293677	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	313802056	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	4672357	OtherExpensesIncluded
Expenses Not Rptd F990	4672357	ExpensesNotRptdF990
Expenses Subtotal	309129699	ExpensesSubtotal
Total Expenses Per Form990	309129699	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	Supplemental Information	Identifier
Return Reference	Schedule D, Part XI, XII, XIII	ReturnReference
Explanation	SCHEDULE D NET ASSETS, REVENUE, AND EXPENSE RECONCILIATIONS AFFILIATES OF WHEATON FRANCISCAN HEALTHCARE HAVE A CONSOLIDATED AUDIT PREPARED FOR THE ENTIRE CONTROLLED GROUP. BECAUSE OF THIS, CERTAIN PARTS OF THIS IRS FORM 990 REGARDING INDIVIDUALLY PREPARED AUDITS HAVE BEEN ANSWERED ACCORDINGLY AND PER IRS INSTRUCTIONS. NORMALLY, AFFILIATES OF WHEATON FRANCISCAN HEALTHCARE WILL USE AN INTERNALLY PREPARED DOCUMENT, THAT BREAKS THE CONSOLIDATED AUDIT DOWN TO THE ENTITY LEVEL AND TIE EACH 990 ACCORDINGLY. SCHEDULE D, PART XI, LN 8 Change in minimum pension liability per FASB87 $66,520,391 Change in Interfund Transfers $19,078 Rounding $ 1 Difference between Premiums Paid and Claims Paid ($4,672,357) RECONCILIATION OF ENDING NET ASSETS: BEGINNING Net Assets PER FORM 990 (198,858,144) FY11 Excess Rev over Exp 23,163,978 FY11 Excess Rev over Exp-Unrealized Gain 17,202,490 Reverse PL/GL premiums paid (8,210,243) Deduction for PL/GL claims paid 3,537,886 Chg in Eq Tnfr Pension 66,520,391 Interfund Transfers 19,078 WFIC-Return of Capital 2,519,612 ENDING Net Assets PER 990 (94,104,952) Balance Sheet reclass of Invest-Affinity (26,285,304) ENDING NET ASSETS PER AUDITED FIN STMTS (120,390,256) SCHEDULE D, PART XIII, LINE 2D Reverse PL/GL premiums paid (8,210,243) Deduction for PL/GL claims paid 3,537,886	Explanation

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	true	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	Region
Number Of Offices	1	NumberOfOffices
Number Of Employees	2	NumberOfEmployees
Type Of Activities Conducted	Program Services	TypeOfActivitiesConducted
Specific Services Provided	Financial	SpecificServicesProvided
Total Expenditures	3576856	TotalExpenditures

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	1	SubtotalNumberOfOffices
Subtotal Number Of Employees	2	SubtotalNumberOfEmployees
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	2	TotalNumberOfEmployees
Subtotal Amount Spent	3576856	SubtotalAmountSpent
Total Amount Spent	3576856	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	false	PassiveForeignInvestCo
Foreign Partnership	false	ForeignPartnership
Boycott Countries	false	BoycottCountries

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
HOSPITAL SISTERS MISSION OUTREACH
PO BOX 1665	SPRINGIELD	IL	62705	352271729	501(C)(3)	15158	Contribution
SCHOLARSHIP AMERICA Inc
PO BOX 297	ST PETER	MN	56082	237039405	501(C)(3)	15000	SCHOLARSHIPS
Sharon Lynn Wilson Center for the Arts
19805 W Capital Drive	Brookfield	WI	53045	391787648	501(C)(3)	20500	SPONSORSHIP
City of Brookfield
2000 N Calhoun Road	Brookfield	WI	53005	396020813	City of Brookfd	10000	Sponsorship
SET MINISTRIES INC
2977 N 50th STREET	MILWAUKEE	WI	53210	391618277	501(c)(3)	5077	SUPPORT PROGRAMS
Clara Pfaender Fund Inc
PO Box 667	Wheaton	IL	60187	391618277	501(c)(3)	397900	Contribution

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	6	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
Sister Clarette Stryzewski	1	100
AMERICAN RED CROSS	500		12500	Est Value	500 Medical Kits

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Supplemental Information Schedule I	Identifier
Return Reference	Part I, Line 2	ReturnReference
Explanation	Wheaton Franciscan Healthcare and Franciscan Ministries maintain files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare and/or Franciscan Ministries. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare or housing related activities within the Southeast Wisconsin, Iowa, and Illinois markets, supporting programming that work to further diversity and cultural competency, aligning with other WFH business relationships or service lines, supporting student academic achievement or workforce development initiatives, and finally, supporting environmental "green" initiatives. Leaders periodically meet with representatives of sponsored organizations to discuss objectives including how dollars will be spent. Currently, confirmation letters are sent to sponsored organizations when award dollars are given, that confirm the dollar amount awarded and the intended purpose, with a request that the recipient acknowledge receipt of the funds in written correspondence. Files are maintained in the Organizational Change and Leadership Performance Department to include copies of letters of request, award and denial letters along with acknowledgement receipts from sponsored organizations.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Payments For Use Of Residence	X	PaymentsForUseOfResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	true	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 (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg
Jon Sohn
319722	0	88400	10603	32120	27652	478497	0
Gregory Smith
298796	0	94800	14012	140254	29580	577442	0
Jon Wachs
527805	0	147700	129458	257089	52487	1114539	0	98329
Therese Rocole
166107	0	43300	10230	20987	8816	249440	0
Stephen Cardamone DO
418256	0	126500	14556	51167	21634	632113	0
Brenda Bowers
183651	0	44100	15806	17991	9907	271455	0
Coreen Dicus-Johnson
294283	0	76300	10579	21634	22963	425759	0
Richard Canter
496322	0	176700	16106	40660	29027	758815	0
Wayne Frangesch
263298	0	80700	14372	32282	28029	418681	0
William Blum
226829	0		78443	129325	6500	441097	0	78443
Terrance McGuire
153099	0			10685	14628	178412	0
KENNETH BUSER
470816	0	84600	20744	54011	49821	679992	0
JACK DUSENBERY
371426	0	185400	11518	44333	22947	635624	0
KATHLEEN YOSKO
315319	0	190800	5614	46843	20379	578955	0
LOREN MEYER
462731	0		34608	46516	23704	567559	0	22208
DEBRA STANDRIDGE
355823	0	45200	14743	32081	24492	472339	0
Sarah Herzog
262729	0	68100	6274	19028	23025	379156	0
John Oliverio
918033	0	527500	367685	92775	64950	1970943	0	350448

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	Supplemental Information Schedule J	Identifier
Return Reference	Part III	ReturnReference
Explanation	Schedule J Part I Line 1a Certain Officers and/or Directors of Wheaton Franciscan Healthcare affiliates were provided an "Executive Flexible Spending Account" in the amount of up to $5,000 annually. The account provides access to funds for expenses incurred for business-related spousal travel, financial counsel, tax preparation, estate planning, club membership fees, holistic health and wellness, and/or unreimbursed medical or dental expenses. The individual is required to substantiate each item reimbursed, and the amount used each year is fully taxable. Certain Officers were also provided housing during 2010 in the Milwaukee, Wisconsin area because these key leaders are required to be available frequently at both the Wisconsin and Illinois corporate locations. This housing is paid for by Wheaton Franciscan Healthcare, and due to the nature of housing, may contain personal usage. Schedule J Part I Line 4a Reportable compensation of William Blum includes $228,005 in severance payments made during calendar year 2010. Reportable compensation of Terrance McGuire includes $153,099 in severance payments made during calendar year 2010. Schedule J Part I Line 4b John Oliverio received a 2010 taxable payout of $350,448 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. 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. 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. Schedule J Part I Line 4c Loren Meyer received a 2010 taxable payout of $22,208 related to a grandfathered option-based compensation program.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
391337855	97710VMM7	2003-08-20	115566221	WHFA 2003A REVENUE BONDS	false	false	false
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
391337855	97710VND6	2003-08-20	75000000	WHFA 2003B VRAT DEMAND REV BND	false	false	false
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
391337855	97710VP51	2006-11-14	318938498	WHFA 2006A REVENUE BONDS	false	false	false
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
391337855	97710VT81	2006-12-12	222445595	WHFA 2006B REV & REFINANCE BND	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
11440000	115782615	11703427	1144219	85097002	2005	true	false	true	true
0	75317166	0	521431	74478569	2004	false	false	true	true
5940000	329958352	23174401	2488832	202651722	2008	true	false	true	true
4655000	222448599	18587483	1490312	0	2006	false	true	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	false	false	true	true
false	false	false	false	true	true
false	false	false	false	true	true
false	false	false	false	true	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
(no name)
false	false	false	false	false	false
(no name)
false	true	false	false	false	false
MORGAN STANLEY
false	false	false	true	false	false	5.25	true
SUN TRUST
false	false	false	true	false	false	7.25	true

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Identifier	Schedule K	Identifier
Return Reference	All Parts	ReturnReference
Explanation	Please see Schedule O for all supplemental information.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	Johnson ControlsSTEPHEN ROELL	NamePerson

Field	Value	IRS element (for citing)
Relationship	WFSI BOARD MEMBER	Relationship
Amount Of Transaction	656595	AmountOfTransaction
Description Of Transaction	PAYMENT For SERVICES	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	SCHEDULE L	Identifier
Return Reference	SUPPLEMENTAL INFORMATION	ReturnReference
Explanation	SCH L PART IV LINE 1 Name of interested person: Johnson Controls Relationship: Stephen Roell is WFSI board member and 1% owner of Johnson Controls	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SUPPLEMENTAL INFORMATION TO FORM 990	SCHEDULE O	FORM 990, PART VI, LNS 6-8b WFSI has two members which hold several reserved powers over WFSI. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, approval of certain financial expenditures in accordance with policy, and approval of budgets and strategic plans; these approvals are based on recommendations from the governing body. FORM 990, PART VI, LN 10 Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. FORM 990, PART VI, LINE 11a and b Affiliates of Wheaton Franciscan Healthcare use a multiple-level review process on all Federal and State information and tax returns to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Department prepares Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by the Accounting Director, who focuses on the income statement and balance sheet items, and all schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Accounting, the return is provided to the Tax Department, where the Tax Manager and Vice President of Treasury and Risk Management focus their review on consistency of reporting between all returns, accuracy of tax related information, and explanation and understanding of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule K, Schedule H, and Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully and as needed. This decision will vary from year to year, again based on many factors. The Tax Department, upon completion of all levels of review, will schedule an appointment with the Senior Vice President and CFO, who will perform a review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors. The parent organization, Wheaton Franciscan Services, Inc. has designated that the Audit Committee review the parent return in certain years. 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. FORM 990 PART VI, SECTION B POLICIES, LINE 12a, b c As part of an annual process, conflict of interest questions are sent out to all Officers, Directors, and other individuals in key positions using software designed to capture this information. The responses are analyzed in order to determine information on potential conflicts, as well as information on business and family relationships for purposes of answering certain questions on IRS Form 990. Responses to these questions are reviewed by the Vice President of Compliance and the Manager of Tax Compliance, and follow up action, if any, are documented within the software. After an approximate 3 and again at 6 weeks, names of all non responders are compiled, and these individuals receive either an email or letter reminding them to complete the information. Responses to questions continue to be reviewed and documented throughout this time period. Approximately 1 month prior to the filing deadline of IRS Form 990, responses to date are compiled. Any response requiring disclosure is entered into the information return. 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, PART VI, SECTION B POLICIES, LINE 15a and b The compensation of the CEO of Wheaton Franciscan Services Inc. (WFSI) and other officers and key employees of the filing organization is reviewed and approved on an annual basis by the Executive Committee of the WFSI Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The board's decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board.
SUPPLEMENTAL INFORMATION FOR FORM 990 (CONTINUED)	SCHEDULE O	FORM 990, PART VI, SECTION C, LINE 19 Affiliates of Wheaton Franciscan Healthcare and Franciscan Ministries provide upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. Requests for information are considered on a case-by-case basis, and this process is outlined in our Public Disclosure Policy. As part of the requirements for tax exempt bond financing, the consolidated financial statements of Wheaton Franciscan Services, Inc. (#36-3262111), the parent corporation of Wheaton Franciscan Healthcare and Franciscan Ministries affiliates are required to be provided each quarter to the Municipal Securities Rule Making Board (MSRB). The vehicle used to accomplish this is through an external website (http://emma.msrb.org/) referred to as "EMMA" (Electronic Municipal Market Access System). The financial statements are uploaded each quarter to the website, and along with other information provided at the bond's inception, are available for viewing by the general public. Form 990, Part VII, Column B Wheaton Franciscan Healthcare and Franciscan Ministries are a controlled group of related healthcare and housing organizations. As such, many employees who are at the 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 IX, Line 8-9 Certain employee benefits for affiliated organizations are centrally managed by Wheaton Franciscan Services, Inc. and are reflected on Lines 8 and 9. The salary expense for these associates is reflected on the tax returns for the affiliated organizations. Form 990, Part XI, Line 5 FY11 Excess Rev over Exp-Unrealized Gain 17,202,490 Reverse PL/GL premiums paid (8,210,243) Deduction for PL/GL claims paid 3,537,886 Chg in Eq Tnfr Pension 66,520,391 Interfund Transfers 19,078 WFIC-Return of Capital 2,519,612 Other Changes in Net Assets or Fund Balances $81,589,214 Schedule K, Part I, Column F - Description of Purpose Ln A Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations, to refund series 1991 bonds (issued January 22, 1992, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2003A bonds. Ln B Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations and to pay certain costs in connection with the issuance of the series 2003B bonds. Ln C Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations, to refund variable rate demand revenue bonds, series 1997, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2006A bonds. Ln D Proceeds were used to refund a portion of revenue and refunding bonds, series 2002, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2006B bonds. Ln E Proceeds were used to refinance the $50,000,000 of The Wisconsin Heart Hospital LLC taxable variable rate demand revenue bonds, series 2003, to pay or reimburse the borrower or one of its related corporations for the payment of the costs of certain projects and to pay certain costs in connection with the issuance of the series 2007 bonds. Schedule K Part II Line 3 Total Proceeds of Issue Wheaton Franciscan Services Inc. has reported the total proceeds of each bond issues as total sales proceeds (par value plus any premium or less any discount) plus all investment income earned. DISCLOSURE STATEMENT RELATED TO FORMS 5471 INFO RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS 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 NUMBER 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
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
WHEATON FRANCISCAN INC
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	390816857	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WFH-THE WISCONSIN HEART HOSPITAL INC(3)
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	Code VCodeVAmount
KENOSHA SNR
PO BOX 667	WHEATON	IL	60187	391801541	HOUSING	WI	FR SNRS	$0
STARVED ROCK
PO BOX 667	WHEATON	IL	60187	363811835	HOUSING	IL	SRLM INC	$0

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	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
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	8411257	43869122	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	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	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
WFH-SE WI INC
A(I)	14866601
WFH-IOWA INC
A(I)	867841
MARIANJOY INC
A(I)	1748901
AFFINITY HEALTH SYSTEM
A(I)	860108
AFFINITY HEALTH SYSTEM
D	103690345
WFH SE-WI INC
P	204510786
WFH-IOWA INC
P	45641773
MARIANJOY INC
P	11161691
FRANCISCAN MINISTRIES INC
P	895826
AFFINITY HEALTH SYSTEM
P	5686008
WHEATON FRANCISCAN INSURANCE COMPANY
Q	3576856

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	Schedule R	Identifier
Return Reference	Supplemental Information-Footnotes	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