FRANCISCAN VILLA OF SOUTH MILWAUKEE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: FRANCISCAN VILLA OF SOUTH MILWAUKEE (EIN 39-1093829)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-11
IRS object ID: 201131319349302248
Schema version: 2009v1.7
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 C
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-11T16:27:15-04:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CATHOLIC HEALTH INITIATIVES	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	198 INVERNESS DRIVE WEST	AddressLine1
City	ENGLEWOOD	City
State	CO	State
ZIP Code	80112	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391093829	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Franciscan Villa of South Milwaukee	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FRAN	NameControl
Phone	4147644100	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3601 South Chicago Avenue	AddressLine1
City	South Milwaukee	City
State	WI	State
ZIP Code	53172	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Scott Wallner	Name
Title	CFP/COO	Title
Date Signed	2011-05-06	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARK STOCKI	Name
Phone	7208741500	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Jamie Weibeler	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3601 South CHICAGO Avenue	AddressLine1
City	South Milwaukee	City
State	WI	State
ZIP Code	53172	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	18324740	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c	X	Organization501c
Web Site	www.franciscanvilla.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1966	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	Franciscan Villa provides skilled nursing and assisted living services to residents of the surrounding area without regards to one's ability to pay.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	5	NbrIndependentVotingMembers
Total Nbr Employees	496	TotalNbrEmployees
Total Nbr Volunteers	125	TotalNbrVolunteers
Total Gross UBI	27	TotalGrossUBI
Contributions Grants Prior Year	11824	ContributionsGrantsPriorYear
Contributions Grants Current Year	5307	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	17280879	ProgramServiceRevenuePriorYear
Program Service Revenue CY	17824090	ProgramServiceRevenueCY
Investment Income Prior Year	-320849	InvestmentIncomePriorYear
Investment Income Current Year	473892	InvestmentIncomeCurrentYear
Other Revenue Prior Year	11400	OtherRevenuePriorYear
Other Revenue Current Year	11419	OtherRevenueCurrentYear
Total Revenue Prior Year	16983254	TotalRevenuePriorYear
Total Revenue Current Year	18314708	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2300	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2568	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	10474049	SalariesEtcPriorYear
Salaries Etc Current Year	10688963	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	5637066	OtherExpensePriorYear
Other Expenses Current Year	5832192	OtherExpensesCurrentYear
Total Expenses Prior Year	16113415	TotalExpensesPriorYear
Total Expenses Current Year	16523723	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	869839	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1790985	RevenuesLessExpensesCY
Total Assets BOY	22986353	TotalAssetsBOY
Total Assets EOY	24683047	TotalAssetsEOY
Total Liabilities BOY	7076209	TotalLiabilitiesBOY
Total Liabilities EOY	6437297	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	15910144	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	18245750	NetAssetsOrFundBalancesEOY
Mission Description	THE ORGANIZATION'S MISSION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH BY BRINGING IT NEW LIFE, ENERGY AND VIABILITY IN THE 21ST CENTURY. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	14857818	Expense
Grants	2568	Grants
Revenue	17824090	Revenue
Description	See Schedule O	Description
Total Program Service Expense	14857818	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	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
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	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	false	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
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	496	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
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	5	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
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	Scott Wallner	NamePerson
Telephone Number	4147644100	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3601 S Chicago Ave	AddressLine1
City	South Milwaukee	City
State	WI	State
ZIP Code	53172	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization
Jeff Drop
Board Member	5.0	X	529578	69940
David Goode
Board Member	5.0	X	1033054	43467
Barbara Henderson
Board Chair	5.0	X			X
Fr Robert Joda
Vice-Chair	5.0	X			X
Gregory Kost
Board Member	5.0	X
Philip Schultz
Board Member	5.0	X
Mary Ellen Schlax
Secretary	5.0	X			X
James Weibeler
President/CEO	45.0	X	199323	45853	X
Scott Wallner
Treasurer	45.0			11595	X	127360

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	127360	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	1761955	TotalReportableCompFrmRltdOrgs
Total Other Compensation	170855	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
RehabCare Group Inc
PO Box 503534	St Louis	MO	63150	Therapy Services	740528
Superior Health Linens
PO Box 3016	Milwaukee	WI	53201	Laundry Services	114474

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
All Other Contributions	5307	AllOtherContributions
Total Contributions	5307	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Patient Services	900099	17568918	17568918
Child Care	624410	251893	251893
Cafeteria	722100	3279	3279

Field	Value	IRS element (for citing)
Total Program Service Revenue	17824090	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	247902	TotalRevenueColumn
Unrelated Business Revenue	27	UnrelatedBusinessRevenue
Exclusion	$247,875	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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

Royalties Revenue RoyaltiesRevenue

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

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	11419	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	11419	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	11419	TotalRevenueColumn
Exclusion	$11,419	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	236023	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	10032	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	236023	Securities
Other	-10032	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	225990	TotalRevenueColumn
Exclusion	$225,990	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

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	18314708	TotalRevenueColumn
Related Or Exempt Function Income	17824090	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	27	UnrelatedBusinessRevenue
Exclusion	$485,284	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1568	Total
Program Services	1568	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	1000	Total
Program Services	1000	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	137764	Total
Management And General	137764	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	8301953	Total
Program Services	7776330	ProgramServices
Management And General	525623	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	217025	Total
Program Services	199390	ProgramServices
Management And General	17635	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1338009	Total
Program Services	1234488	ProgramServices
Management And General	103521	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	694212	Total
Program Services	640525	ProgramServices
Management And General	53687	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	0	Total

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	1168034	Total
Program Services	1018732	ProgramServices
Management And General	149302	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1752780	Total
Program Services	1672397	ProgramServices
Management And General	80383	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	688312	Total
Program Services	688312	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	17659	Total
Program Services	7093	ProgramServices
Management And General	10566	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	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	248223	Total
Program Services	248223	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	537852	Total
Management And General	537852	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	842992	Total
Program Services	842992	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	73545	Total
Program Services	73545	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Income/sales/property taxes	88112	88112
Dues & subscriptions	49372	38255	11117
Bad debts	39118	39118
Recruitment and relocation	23956		23956
PROVIDER BED TAXES	270000	270000

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	32237	Total
Program Services	17738	ProgramServices
Management And General	14499	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	16523723	Total
Program Services	14857818	ProgramServices
Management And General	1665905	ManagementAndGeneral
Fundraising	0	Fundraising

Field	Value	IRS element (for citing)
Joint Costs	X	JointCosts

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1000	BOY
EOY	1000	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	744150	BOY
EOY	647145	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1291256	BOY
EOY	1188213	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	30028	BOY
EOY	36494	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	57604	BOY
EOY	6708	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	21649766	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	8962733	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	13071698	BOY
EOY	12687034	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	7750813	BOY
EOY	10083153	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	39804	BOY
EOY	33300	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	22986353	BOY
EOY	24683047	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2485109	BOY
EOY	2265182	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1801	BOY
EOY	3257	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	4589299	BOY
EOY	4168858	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	7076209	BOY
EOY	6437297	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	15905260	BOY
EOY	18242379	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4884	BOY
EOY	3371	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	15910144	BOY
EOY	18245750	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	22986353	BOY
EOY	24683047	EOY

Field	Value	IRS element (for citing)
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)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	17682	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9535	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16475	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11824	CurrentTaxYearMinus1Year
Current Tax Year	5307	CurrentTaxYear
Total	60823	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14010213	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15174475	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16936716	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17280879	CurrentTaxYearMinus1Year
Current Tax Year	17824090	CurrentTaxYear
Total	81226373	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14027895	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15184010	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16953191	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17292703	CurrentTaxYearMinus1Year
Current Tax Year	17829397	CurrentTaxYear
Total	81287196	Total

Field	Value	IRS element (for citing)
Public Support Total509	81287196	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	146244	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	179447	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	203807	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	223226	CurrentTaxYearMinus1Year
Current Tax Year	259321	CurrentTaxYear
Total	1012045	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	146244	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	179447	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	203807	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	223226	CurrentTaxYearMinus1Year
Current Tax Year	259321	CurrentTaxYear
Total	1012045	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14174139	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15363457	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17156998	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17515929	CurrentTaxYearMinus1Year
Current Tax Year	18088718	CurrentTaxYear
Total	82299241	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.98770	PublicSupportPercentage509
Prior Year Support Percentage	0.98833	PriorYearSupportPercentage
Investment Income Percentage	0.01230	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01167	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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	$1,038	GrantsOtherOrganizationsAmount
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	false	OtherActivities
Total Lobbying Expenditures IIB	1038	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	LOBBYING ACTIVITIES EXPLANATION	Identifier
Return Reference	SCH.C, PART 11-B, LINE 1	ReturnReference
Explanation	(F) THE ENTITY'S CONTROLLING ORGANIZATION, CATHOLIC HEALTH INITIATIVES, PAYS ANNUAL DUES TO THE CATHOLIC HOSPITAL ASSOCIATION (CHA) A PORTION OF WHICH IS ALLOCATED TO LOBBYING. IN ADDITION, THE ORGANIZATION PAYS ANNUAL DUES TO THE WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (WAHSA), AND THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA) A PORTION OF WHICH IS ALLOCATED TO LOBBYING. THE AMOUNT SHOWN IN LINE 1F ABOVE REPRESENTS THIS ENTITY'S SHARE OF THE FOLLOWING ALLOCATED LOBBYING EXPENSES: CHA $241; WAHSA $573 & AAHSA $224.	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	359573	OtherCostOrOtherBasis
Book Value	359573	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	15658395	OtherCostOrOtherBasis
Depreciation	5609681	Depreciation
Book Value	10048714	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4582650	OtherCostOrOtherBasis
Depreciation	2922478	Depreciation
Book Value	1660172	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1049148	OtherCostOrOtherBasis
Depreciation	618574	Depreciation
Book Value	618574	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	12687033	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	CHI OPERATING INV. PROGRAM, LP	Description
Book Value	10083153	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	10083153	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	INTERCOMPANY PAYABLE	Description
Amount	$4,168,858	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	4168858	TotalOfAmounts
Total Revenue	18314708	TotalRevenue
Total Expenses	16523723	TotalExpenses
Excess Or Deficit For Year	1790985	ExcessOrDeficitForYear
Net Unrealized GL On Investments	600309	NetUnrealizedGLOnInvestments
Other	-$55,687	OtherAmount
Total Adjustments	544622	TotalAdjustments
Excess Or Deficit Per FS	2335607	ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
REPORTING OF LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48	SCHEDULE PART X	FRANCISCAN VILLA OF SOUTH MILWAUKEE'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATMENTS OF CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI IS A TAX-EXEMPT COLORADO CORPORATION AND HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CHI OWNS CERTAIN TAXABLE SUBSIDIARIES AND ENGAGES IN CERTAIN ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE AND THEREFORE SUBJECT TO INCOME TAX. MANAGEMENT ANNUALY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS.
OTHER ADJUSTMENTS	SCHEDULE D, PART XI	CAPITAL RESOURCE POOL ALLOCATION ($146,123) CHI CONNECT DEPRECIATION 90,437

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	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 (3 entries)

Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Jeff Drop
348817	96464	84297	25583	44357	599518
David Goode
453182	120573	459299	126	43341	1076521	423784
James Weibeler
137388	34387	27548	12706	33147	245176

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
METHODS USED TO ESTABLISH CEO COMPENSATION	SCHEDULE J, PART 1, Q.3	COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY CATHOLIC HEALTH INITIATIVES, (CHI), A RELATED ORGANIZATION. CHI USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) WRITTEN EMPLOYMENT CONTRACTS; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN	SCHEDULE J, PART I, Q.4B	DURING THE 2009 CALENDAR YEAR CHI MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR VICE PRESIDENTS AND ABOVE. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE: JAMES WEIBELER, DAVID GOODE AND JEFF DROP. THERE WERE CONTRIBUTIONS TO THE NON-QUALIFIED PLAN FOR THE 2009 CALENDAR YEAR ON BEHALF OF THE FOLLOWING REPORTABLE INDIVIDUALS; JAMES WEIBELER $12,706; DAVID GOODE $ 126 AND JEFF DROP $25,583. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN DURING THE 2009 CALENDAR YEAR, AND THE FOLLOWING AMOUNTS WERE INCLUDED IN THE INDIVIDUALS' REPORTABLE COMPENSATION FOR SCHEDULE J; DAVID GOODE $423,784.
POST-TERMINATION PAYMENTS	SCHEDULE J, PART I, Q. 4A	POST-TERMINATION PAYMENTS ARE ADDRESSED IN THE EXECUTIVE EMPLOYMENT AGREEMENTS FOR CHI'S MBO CEOS. THESE EMPLOYMENT AGREEMENTS REQUIRE THAT IN ORDER FOR THE EXECUTIVE TO RECEIVE POST-TERMINATION PAYMENTS, THESE INDIVIDUALS MUST EXECUTE A GENERAL RELEASE AND SETTLEMENT AGREEMENT. POST-TERMINATION PAYMENT ARRANGEMENTS ARE PERIODICALLY REVIEWED FOR OVERALL REASONABLENESS IN LIGHT OF THE EXECUTIVE'S OVERALL COMPENSATION PACKAGE. THERE WERE NO REPORTABLE INDIVIDUALS WHO RECEIVED SEVERANCE PAYMENTS FROM CHI DURING THE 2009 CALENDAR YEAR.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	Form 990, Part III, Q 4A	Franciscan Villa was founded in 1966 as a non-profit, long term care provider. Franciscan Villa's campus is comprised of a 150-bed nursing home, a 64-unit memory care assisted living facility, a 39-unit frail elderly assisted living facility, and a 48-unit assisted living facility serving the needs of frail elderly and memory impaired residents. The organization also provides child day care services to the community. As a tax-exempt 501(c)(3) long term care facility, Franciscan Villa is committed to serving the needs of community members without regard to one's ability to pay. The Villa requires residents to demonstrate the ability to pay the facility fees and charges, which are set at a rate that is affordable to a significant segment of the elderly residing in the area. However, Franciscan Villa will not force a resident to move from the facility if the individual and/or the individual's family becomes unable to pay the facility charges. Franciscan Villa is also committed to the promotion of healthier communities. Franciscan Villa is proud of its Catholic heritage and its ability to provide direct and indirect support to the communities it serves. In total, over $1,708,000 in quantifiable community benefits were provided during FY 2010, an increase of 2.2% over the prior fiscal year. As a percent of net revenues, this equates to 9.6%. Benefits for the Poor Traditional Charity Care; Traditional charity care costs were nearly $52,000 during FY 2010. Seventeen (17) residents qualified for benefits under the organization's charity care policy, mostly for bed hold days not covered by the Family Care program, a county-based Medicaid-waiver program. Unpaid Cost of Medicaid and Other Social Programs; Franciscan Villa continues to provide services to Medicaid and Family Care recipients within its skilled nursing facility. Reimbursement rates under these programs fall well short of the actual cost of providing care. The $1,437,000 in unpaid cost of services provided during the year represents a significant contribution to the community. Of the total, Medicaid accounted for $938,000 and Family Care represented $499,000. Over 33,000 days of service were provided to Medicaid and Family Care residents within the nursing home, representing 64% of total days. Services are also provided to Family Care recipients within the organization's Francis House CBRF, Franciscan Courts RCAC, and Franciscan Gardens CBRF. Reimbursement rates are inadequate to cover the full cost of providing care. Within the Francis House, $58,000 in unpaid costs were incurred; Family Care accounted for 64% of total days within this facility. A total of $96,000 in unpaid costs were reported within Franciscan Courts; Family Care represented 60% of this facility's total days. And an estimated $58,000 in unpaid costs were incurred within the Franciscan Gardens; Family Care residents represented 54% of total days. The total of unpaid cost of Family Care recipients within the organization's assisted living facilities equaled $212,000. Direct Financial Support Franciscan Villa made cash contributions of $1,000 in total to the following organizations: South Milwaukee Human Concerns - an organization which assists people in obtaining food, clothing, holiday assistance and referrals to other support groups. South Milwaukee/Oak Creek Interfaith - a neighborhood outreach program assisting elderly community residents. These outreach services may include transportation to medical appointments, grocery shopping, friendly visiting and information and assistance. These services are essential to helping an older adult continue living in his or her home. Other Support Franciscan Villa coordinated its annual "Caring by Sharing" program. Under this initiative, employees sponsored 13 families (all employees of Franciscan Villa) and provided them with Christmas gifts that they would otherwise not be able to afford. Total Benefits for the Poor were $1,702,000 in FY 2010. This represents 9.5% of total revenue. Benefits for the Broader Community Educational Support Services to the Community Educational support activities were continued during FY 2010, including the awarding of scholarships to two area high school students pursuing a career in healthcare and the free use of its facility by two local colleges as a nursing student clinical rotation site. The organization also allowed the use of its campus for a research project on "Aging in America" by a University of Wisconsin-Milwaukee graduate student. Training and education was provided to community members at no cost on a variety of topics: Family Care Forum - The Franciscan Gardens chapel hosted a Milwaukee Aging Consortium educational program on Family Care. The panel presenting at the forum, which touched on Family Care's expansion in the state and how that would impact the industry, was attended by about 120 workers in the long-term care field. Zumba Presentation - Local Zumba instructor Mimi Oxman presented a free dance fitness class, suitable for all age and fitness levels, for residents and members of the community. Twelve people attended the demonstration. Other Services to the Community Franciscan Villa again sponsored the annual Cookie Decorating Contest, a popular event for children and families at Heritage Days, a summer fund-raising festival of the Lions Club in South Milwaukee. About 100 children participated. The Villa also made a cash donation to support the City of South Milwaukee's Heritage Days' Parade. The Villa continued to provide representation on the South Milwaukee Noon Lions Club, a group that raises money to support the Lions Foundation, which supports sight programs such as vision screenings and eyeglass recycling. The local service club also raises funds to support other projects, including a chili dinner which supported South Milwaukee Human Concerns and the local office of Interfaith Older Adults Program. The Noon Lions Club also grants scholarships to area youth based on their service to the community. Franciscan Villa also sponsored an employee's participation on the marketing and public relations committee of Sojourner Family Peace Center. This organization supports shelters for battered women and children and also provides education and public awareness of domestic violence issues. The Villa partnered with the South Milwaukee Performing Arts Center to present three free outdoor concerts during the summer for members of the community. In total, approximately 200 people attended. Cash contributions were also made to the following non-profit organizations: National Parkinson's Foundation South Milwaukee Chamber of Commerce In addition, Franciscan Villa made an in-kind donation of a raffle basket to the South Milwaukee Chamber of Commerce. Total Benefits for the Broader Community were approximately $6,000 in FY 2010. Community Benefits Summary FY 2010 Estimated Community Number Benefit of People Cost Served (in thousands) Community Benefit Provided to the Poor: Cost of charity care provided 17 $ 52 Unpaid cost of Medicaid 73 938 Unpaid cost of Family Care 184 711 Financial Contributions 1 Cost of community benefit provided to the Poor $ 1,702 Community Benefit Provided to the Broader Community: Community Education 132 $ 1 Health Professions Education 202 3 Community Building Activities 2 Support Groups Total Benefit for the Broader Community $ 6 Total Cost of Community Benefit $ 1,708
REVIEW OF FORM 990	FORM 990 PART VI, Q. 11A	THE CFO THOROUGHLY REVIEWS THE FORM 990 BEFORE FINALIZING. ANY NECESSARY REVISIONS ARE INCLUDED IN THE FINAL VERSION WHICH IS PROVIDED TO THE BOARD ELECTRONICALLY AND APPROVED FOR FILING WITH THE IRS. AFTER PROVISION TO THE BOARD, THE TAX DEPARTMENT FILES THE RETURN WITH THE APPROPRIATE FEDERAL AGENCIES, MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY TO EFFECT E-FILING. ANY SUCH CHANGES ARE NOT RE-SUBMITTED TO THE BOARD.
GOVERNING DOCUMENTS, COI POLICY, AND FINANCIAL STATEMENTS AVAILABLE	FORM 990, PART VI, Q. 19	THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN CATHOLIC HEALTH INITIATIVES' CONSOLIDATED AUDITED FINANCIAL STATEMENTS THAT ARE AVAILABLE AT WWW.CATHOLICHEALTHINIT.ORG OR AT WWW.DACBOND.COM. The organization's governing documents are available on the Wisconsin Secretary of State's website. The conflict of interest policy is not available to the public.
PROCESS FOR DETERMINING EXECUTIVE COMPENSATION	FORM 990, PART VI, Q. 15A	tHE ORGANIZATION'S CEO'S COMPENSATION IS PAID BY CHI. CHI USES THE HAY GROUP AS THE INDEPENDENT THIRD PARTY TO ASSESS EXECUTIVE COMPENSATION PROGRAMS AND TO ENSURE THE REASONABLENESS OF ACTUAL SALARIES AND TOTAL COMPENSATION PACKAGES. COMPENSATION OF THE SENIOR MOST EXECUTIVES (INCLUDING EACH MBO CEO) ARE REVIEWED ON AN INDIVIDUAL BASIS ANNUALLY. THE HAY GROUP REVIEWS BOTH CASH AND TOTAL COMPENSATION FOR OVERALL REASONABLENESS, FOR ADHERENCE TO CHI'S COMPENSATION PHILOSOPHY, AND FOR COMPARABILITY TO THE NOT-FOR-PROFIT HEALTHCARE MARKET. THIS INDEPENDENT REVIEW IS DELIVERED BY THE HAY GROUP TO THE HR COMMITTEE OF THE CHI BOARD OF STEWARDSHIP TRUSTEES ANNUALLY AT THEIR SEPTEMBER MEETING AND MINUTES ARE SHARED WITH THE FULL BOARD AT THE DECEMBER MEETING. THE LAST REVIEW WAS SEPTEMBER, 2010. IN ADDITION, IN DECEMBER 2009, HAY GROUP COMPLETED A COMPREHENSIVE REVIEW OF ALL CHI POSITIONS AT THE LEVEL OF VICE PRESIDENT AND ABOVE TO DETERMINE AND VALIDATE APPROPRIATE COMPENSATION LEVELS.
ESTIMATE OF HOURS DEVOTED TO RELATED ORGANIZATIONS	FORM 990, PART VII	COMPENSATION REPORTED ON FORM 990, PART VII WAS PAID TO THESE INDIVIDUALS BY RELATED ORGANIZATIONS IN EXCHANGE FOR THE FULFILLMENT OF THEIR DUTIES AS FULL-TIME, 60 HOUR-PER-WEEK EMPLOYEES.
MEMBERS OR SHAREHOLDERS	FORM 990, PART VI, Q. 6	THE SOLE MEMBER OF THE ORGANIZATION IS CATHOLIC HEALTH INITIATIVES, A COLORADO NONPROFIT CORPORATION.
electing board members	FORM 990, PART VI, Q. 7A	THE SOLE MEMBER HAS THE POWER TO APPOINT, REPLACE OR REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS.
GOVERNING POWERS	FORM 990, PART VI, Q. 7B	The organization's corporate member is Catholic Health Initiatives ("CHI"). The Corporate Member shall have the specific rights set forth in the governance matrix. Pursuant to the governance matrix the following rights are reserved to the CHI Board directly or through powers delegated to the CHI Chief Executive Officer: - Substantial change in the mission or philosophy of FRANCISCAN VILLA OF SOUTH MILWAUKEE - Amendment of the corporate documents of FRANCISCAN VILLA OF SOUTH MILWAUKEE - Approve members of the FRANCISCAN VILLA OF SOUTH MILWAUKEE board - Removal of a member of the governing body of FRANCISCAN VILLA OF SOUTH MILWAUKEE - Approval of issuance of debt by FRANCISCAN VILLA OF SOUTH MILWAUKEE - Approval of participation of FRANCISCAN VILLA OF SOUTH MILWAUKEE in a joint venture - Approval of formation of a new corporation by FRANCISCAN VILLA OF SOUTH MILWAUKEE - Approval of a merger involving the FRANCISCAN VILLA OF SOUTH MILWAUKEE - Approval of the sale of all or substantially all of the assets of FRANCISCAN VILLA OF SOUTH MILWAUKEE - To require the transfer of assets by FRANCISCAN VILLA OF SOUTH MILWAUKEE to CHI to accomplish CHI's goals and objectives, and to satisfy CHI debts. - Adoption of long range and strategic plans for FRANCISCAN VILLA OF SOUTH MILWAUKEE CHI may, in exercise of its approval powers, grant or withhold approval in whole or in part, or may, in its complete discretion, after consultation with the Board and the President and Chief Executive Officer of the organization, recommend such other or different actions as it deems appropriate.
Procedures for monitoring and enforcing the COI policy	FORM 990, PART VI, Q. 12c	All board members are required to complete an annual conflict of interest disclosure statement. In addition, any board member with a conflict is required to declare the conflict before the beginning of each board or committee meeting. The entire board or committee determines whether the affected board member should be excluded from the meeting due to the disclosed conflict.
EXECUTIVE COMMITTEE	FORM 990, PART VI, Q. 1A	THE EXECUTIVE COMMITTEE CONSISTs OF ONLY DIRECTORS OF THE CORPORATION AND is COMPOSED OF THE CHAIRPERSON OF THE BOARD, THE VICE CHAIRPERSON OF THE BOARD, AND THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, EACH OF WHOM SERVE AS EX OFFICIO VOTING MEMBERs OF THE EXECUTIVE COMMITTEE. The Executive Committee HAS THE POWER TO TRANSACT THE ROUTINE BUSINESS OF THE CORPORATION IN THE INTERIM PERIODS BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS, PROVIDED THAT THEIR ACTIONS ARE CONSISTENT WITH ANY ACTIONS OR POLICIES OF THE BOARD OR THE CORPORATE MEMBER. ALL ACTIONS TAKEN ARE CONTEMPORANEOUSLY DOCUMENTED AND REPORTED TO THE BOARD AT THE EARLIEST MEETING.
OTHER OFFICERS OR KEY EMPLOYEES COMPENSATION DETERMINATION	FORM 990, PART VI, Q. 15B	THE PROCESS FOR DETERMINING THE COMPENSATION OF THE OTHER OFFICERS OR KEY EMPLOYEES WAS THE RESULT OF AN INDEPENDENT COMPENSATION STUDY CONDUCTED IN NOVEMBER 2009. THIS STUDY WAS THEN PRESENTED TO AND APPROVED BY THE BOARD IN JANUARY 2010.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (132 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
St Joseph Community Health Services
300 Central SW Suite 300	Albuquerque	NM	87102	710897107	Community	NM	501(c)(3)	11a	CHI
St Joseph Community Health Foundation
300 Central SW Suite 300	Albuquerque	NM	87102	850253087	Foundation	NM	501(c)(3)	7	SJCHS
St Francis of Baker City
3325 Pocahontas Road	Baker City	OR	97814	930412495	Hospital	OR	501(c)(3)	3	CHI
St Elizabeth Health Care Foundation
3325 Pocahontas Road	Baker City	OR	97814	943164869	Foundation	OR	501(c)(3)	7	SEHS
Flaget Memorial Hospital Foundation Inc
4305 New Shepherdsville Road	Bardstown	KY	40004	562351341	Fundraising	KY	501(c)(3)	11a	FH
Flaget Healthcare DBA Flaget Memorial
4305 New Shepherdsville Road	Bardstown	KY	40004	611345363	Hospital	KY	501(c)(3)	3	CHI
Lakewood Health Center
600 Main Avenue South	Baudette	MN	56623	410758434	LTerm Care	MN	501(c)(3)	3	CHI
Appletree Court
601 Oak Street	Breckenridge	MN	56520	411850500	Senior Homes	MN	501(c)(3)	9	SFH
Healthcare and Wellness Foundation
2400 St Francis Drive	Breckenridge	MN	56520	760761782	Foundation	MN	501(c)(3)	11a	SFMC
St Francis Home
2400 St Francis Drive	Breckenridge	MN	56520	410729978	LTerm Care	MN	501(c)(3)	9	CHI
St Francis Medical Center
2400 St Francis Drive	Breckenridge	MN	56520	410695598	Healthcare	MN	501(c)(3)	3	CHI
Carrington Health Center
800 North 4th Street	Carrington	ND	58421	450227311	Healthcare	ND	501(c)(3)	3	CHI
Saint Clare's Community Care
66 Ford Road	Denville	NJ	07834	222876836	Healthcare	NJ	501(c)(3)	11b	SCHS
Saint Clare's Foundation Inc
66 Ford Road	Denville	NJ	07834	222502997	Fundraising	NJ	501(c)(3)	7	SCHS
Good Samaritan College of Nursing & Heal
375 Dixmyth Ave	Cincinnati	OH	45220	311778403	Education	KY	501(c)(3)	2	GHS
Total Healthcare
PO Box 7021	Colorado Springs	CO	80933	840927232	Healthcare	CO	501(c)(3)	3	CHI Colorado
Memorial Health Care System Inc
2525 De Sales Avenue	Chattanooga	TN	37404	620532345	Hospital	TN	501(c)(3)	3	CHI
Memorial Health Care System Foundation
2525 De Sales Avenue	Chattanooga	TN	37404	621839548	Foundation	TN	501(c)(3)	7	MHCS
Memorial Health Partners Foundation Inc
6028 Shallowford Road	Chattanooga	TN	37421	030417049	Healthcare	TN	501(c)(3)	9	MHCS
The Community Limited Care Dialysis Cent
619 Oak Street Accounting-3 West	Cincinnati	OH	45206	237419853	Dialysis	OH	501(c)(2)	none	GSH
Good Samaritan Foundation of Cincinnati
619 Oak Street Accounting-3 West	Cincinnati	OH	45206	311206047	Foundation	OH	501(c)(3)	11a	GSH
The Good Samaritan Hospital of Cincinnat
619 Oak Street Accounting-3 West	Cincinnati	OH	45206	310537486	Hospital	OH	501(c)(3)	3	TRI-HEALTH
Saint Clare's Hospital
66 Ford Road	Denville	NJ	07834	223319886	Hospital	NJ	501(c)(3)	3	CHI
St Francis Life Care Corporation
19 Pocono Road	Denville	NJ	07834	222536017	Elderly Care	NJ	501(c)(3)	9	SCHS
TriHealth Physician Institute
619 Oak Street Accounting-3 West	Cincinnati	OH	45206	311074519	Physicians	OH	501(c)(3)	11a	GSH
Catholic Health Initiatives Colorado Fou
961 East Colorado Avenue	Colorado Springs	CO	80903	840902211	Foundation	CO	501(c)(3)	7	CHI Colorado
SET of Colorado Springs Inc
825 E Pikes Peak Avenue Bldg 29	Colorado Springs	CO	80903	841183335	LTerm Care	CO	501(c)(3)	7	CHI Colorado
Catholic Health Initiatives
1999 Broadway Suite 4000	Denver	CO	80202	470617373	Healthcare	CO	501(c)(3)	9	CHI
Catholic Health Care Federation
1999 Broadway Suite 4000	Denver	CO	80202	208473567	Jurdic Person	CO	501(c)(3)	11a	CHI
Global Health Initiatives
1999 Broadway Suite 4000	Denver	CO	80202	201536108	Ministries	CO	501(c)(3)	11a	CHI
Health SET
4200 West Conejos Place 436	Denver	CO	80204	841102943	Low Inc.Care	CO	501(c)(3)	7	CHI Colorado
Bishop Drumm Retirement Center
1111 6th Avenue	Des Moines	IA	50314	420725196	LTerm Care	IA	501(c)(3)	9	CHI-IA Corp
Mercy Medical Center - Des Moines AKA
1111 6th Avenue	Des Moines	IA	50314	420680448	Hospital	IA	501(c)(3)	3	CHI-IA Corp
House of Mercy
1111 6th Avenue	Des Moines	IA	50314	421323808	Shelter	IA	501(c)(3)	7	CHI-IA Corp
Mercy Auxiliary of Central Iowa
1111 6th Avenue	Des Moines	IA	50314	426076069	Auxiliary	IA	501(c)(3)	11a	CHI-IA Corp
Mercy Clinics Inc
1111 6th Avenue	Des Moines	IA	50314	421193699	Physician	IA	501(c)(3)	9	CHI-IA Corp
Mercy College of Health Sciences
1111 6th Avenue	Des Moines	IA	50314	421511682	Education	IA	501(c)(3)	2	CHI-IA Corp
Mercy Foundation of Des Moines IA
1111 6th Avenue	Des Moines	IA	50314	237358794	Foundation	IA	501(c)(3)	7	CHI-IA Corp
Mercy Medical Center - Centerville FKA
1 St Josephs Drive	Centerville	IA	52544	420680308	Hospital	IA	501(c)(3)	3	CHI-IA Corp
Mercy Professional Practice Associates
1111 6th Avenue	Des Moines	IA	50314	421470935	Physician	IA	501(c)(3)	9	CHI-IA Corp
Mercy Hospital of Devils Lake
1031 East Seventh Street	Devils Lake	ND	58301	450227012	Healthcare	ND	501(c)(3)	3	CHI
Saint Joseph's Hospital Foundation
30 West 7th Street	Dickinson	ND	58601	363418207	Foundation	ND	501(c)(3)	11a	SJHHC
St Joseph's Hospital and Health Center
30 West 7th Street	Dickinson	ND	58601	450226429	Healthcare	ND	501(c)(3)	3	CHI
Mercy Regional Medical Center of Durango
1010 Three Springs Blvd	Durango	CO	81301	840405515	Hospital	CO	501(c)(3)	3	CHI
CHI Kentucky Inc
3900 Olympic Blvd Suite 400	Erlanger	KY	41018	202741651	Healthcare	KY	501(c)(3)	11a	CHI
Villa Nazareth Inc
801 Page Drive	Fargo	ND	58103	450226714	LT Care	ND	501(c)(3)	9	CHI
St Catherine Hospital
401 East Spruce Street	Garden City	KS	67846	480543721	Hospital	KS	501(c)(3)	3	CHI
St Catherine Hospital Development Found
401 East Spruce Street	Garden City	KS	67846	200598702	Foundation	KS	501(c)(3)	11a	SCH
Saint Francis Medical Center Foundation
PO Box 9804	Grand Island	NE	68802	470630267	Foundation	NE	501(c)(3)	7	SFMC
Saint Francis Medical Center
PO Box 9804	Grand Island	NE	68802	470376601	HealthCare	NE	501(c)(3)	3	CHI Nebraska
Central Kansas Medical Center
3515 Broadway	Great Bend	KS	67530	480543724	Hospital	KS	501(c)(3)	3	CHI
St Joseph Memorial Hospital
923 Carroll Ave	Larned	KS	67550	481253246	Hospital	KS	501(c)(3)	3	CKMC
MNMCH Inc
220 North Pennsylvania	Columbus	KS	66725	481216238	Hospital	KS	501(c)(3)	3	SJRMC
Mercy Lifecare Systems
2727 McClelland Blvd	Joplin	MO	64804	431305163	Property Mgmt	MO	501(c)(3)	11a	SJRMC
St John's Medical Group
2727 McClelland Blvd	Joplin	MO	64804	431882377	Phys Practice	MO	501(c)(3)	9	SJRMC
St John's Mercy Regional Foundation
2727 McClelland Blvd	Joplin	MO	64804	431308084	Foundation	MO	501(c)(3)	7	SJRMC
St John's Regional Medical Center
2727 McClelland Blvd	Joplin	MO	64804	440545809	Hospital	MO	501(c)(3)	3	CHI
Good Samaritan Hospital
PO Box 1990	Kearney	NE	68848	470379755	HealthCare	NE	501(c)(3)	3	CHI Nebraska
Good Samaritan Hospital Foundation
PO Box 1810	Kearney	NE	68848	470659443	Foundation	NE	501(c)(3)	7	GSH
St Joseph Health Ministries
2135 Noll Drive Suite C	Lancaster	PA	17603	232342997	Health	PA	501(c)(3)	11a	SJHM
St Joseph Health Ministries Foundation
2135 Noll Drive Suite C	Lancaster	PA	17603	232605579	Fundraising	PA	501(c)(3)	11a	SJHM
St Joseph Health Services Inc
2135 Noll Drive Suite C	Lancaster	PA	17603	201425375	Dental care	PA	501(c)(3)	11a	SJHM
Continuing Care Hospital
150 North Eagle Creek Drive	Lexington	KY	40509	611400619	LTACH	KY	501(c)(3)	3	SJHS
Saint Joseph Berea Hospital Foundation
305 Estill Street	Berea	KY	40403	260152877	Foundation	KY	501(c)(3)	7	SJHS
Saint Joseph Health System Inc
150 N Eagle Creek Dr	Lexington	KY	40509	611334601	Hospital	KY	501(c)(3)	3	CHI
St Joseph Hospital Foundation Inc
One St Joseph Drive	Lexington	KY	40504	611159649	Foundation	KY	501(c)(3)	11a	SJHS
Saint Joseph Medical Foundation Inc
One St Joseph Drive	Lexington	KY	40504	311539059	Phy Practices	KY	501(c)(3)	3	SJHS
Visiting Nurse Association of Saint Clar
191 Woodport Road	Sparta	NJ	07871	221768334	Home Health	NJ	501(c)(3)	9	SCHS
Saint Elizabeth Foundation
555 South 70th Street	Lincoln	NE	68510	470625523	Foundation	NE	501(c)(3)	7	SERMC
Saint Elizabeth Health Services
555 South 70th Street	Lincoln	NE	68510	363233120	Healthcare	NE	501(c)(3)	3	SERMC
CHI Nebraska
555 South 70th Street	Lincoln	NE	68510	363233121	Healthcare	NE	501(c)(3)	11a	CHI
Saint Elizabeth Regional Medical Center
555 South 70th Street	Lincoln	NE	68510	470379836	Healthcare	NE	501(c)(3)	3	CHI Nebraska
The Physician Network
8055 O Street Suite 300	Lincoln	NE	68510	470780857	Healthcare	NE	501(c)(3)	11a	CHI Nebraska
Lisbon Area Health Services
905 Main Street	Lisbon	ND	58054	820558836	Healthcare	ND	501(c)(3)	3	CHI
Alverna Apartments
300 SE 8th Avenue	Little Falls	MN	56345	411351177	Lterm Care	MN	501(c)(3)	9	CHI
Unity Family Healthcare
815 2nd Street SE	Little Falls	MN	56345	410721642	Healthcare	MN	501(c)(3)	3	CHI
St Anthony's Hospital Association
4 Hospital Drive	Morrilton	AR	72110	710245507	Healthcare	AR	501(c)(3)	3	SVIMC
St Vincent Infirmary Medical Center
2 St Vincent Circle	Little Rock	AR	72205	710236917	Healthcare	AR	501(c)(3)	3	CHI
St Vincent Medical Group
2 St Vincent Circle	Little Rock	AR	72205	710830696	Healthcare	AR	501(c)(3)	9	SVIMC
Maria-Joseph Center
4830 Salem Avenue	Dayton	OH	45416	310935118	Healthcare	OH	501(c)(3)	9	SHP
Saint Joseph London Foundation Inc
310 East Ninth Street	London	KY	40741	260438748	Foundation	KY	501(c)(3)	11a	SJHS
Samaritan Behavioral Health
601 S Edwin C Moses Blvd	Dayton	OH	45408	020633634	Hospital	OH	501(c)(3)	3	SHP
Mercy Medical Center
1512 12th Avenue Road	Nampa	ID	83686	820200896	Hospital	ID	501(c)(3)	3	CHI
Mercy Medical Center Foundation
1512 12th Avenue Road	Nampa	ID	83686	261737256	Foundation	ID	501(c)(3)	11a	Mercy Med Ct
Mercy Physician Group Inc
1512 12th Avenue Road	Nampa	ID	83686	208192593	Phys Group	ID	501(c)(3)	9	Mercy Med Ct
St Mary's Hospital
1314 3rd Avenue	Nebraska City	NE	68410	470443636	Hospital	NE	501(c)(3)	3	CHI Nebraska
St Mary's Hospital Foundation
1314 3rd Avenue	Nebraska City	NE	68410	470707604	Foundation	NE	501(c)(3)	7	SMH
Oakes Community Hospital
314 South 8th Street	Oakes	ND	58474	450231675	Hospital	ND	501(c)(3)	3	CHI
Oakes Community Hospital Foundation
314 South 8th Street	Oakes	ND	58474	710966606	Foundation	ND	501(c)(3)	11a	OCH
St Dominic at Ontario
351 SW 9th Street	Ontario	OR	97914	930433692	Hospital	OR	501(c)(3)	3	CHI
Holy Rosary Medical Center Foundation
351 SW 9th Street	Ontario	OR	97914	202683560	Foundation	OR	501(c)(3)	11a	HRMC
St Joseph's Area Health Services
600 Pleasant Avenue	Park Rapids	MN	56470	410695603	Hospital	MN	501(c)(3)	3	CHI
St Anthony Hospital
1601 SE Court Avenue	Pendleton	OR	97801	930391614	Hospital	OR	501(c)(3)	3	CHI
St Anthony Hospital Foundation
1601 SE Court Avenue	Pendleton	OR	97801	930992727	Foundation	OR	501(c)(3)	11a	SA Hospital
Gettysburg Medical Center
606 East Garfield Avenue	Gettysburg	SD	57442	460234354	Hospital	SD	501(c)(3)	3	SMHC
St Mary's Healthcare Center
801 East Sioux Avenue	Pierre	SD	57501	460230199	Healthcare	SD	501(c)(3)	3	CHI
Mt St Joseph Inc
3060 SE Stark Street	Portland	OR	97214	930386870	Nursing Care	OR	501(c)(3)	9	CHI
Pueblo Stepup
1925 East Orman Avenue Suite G52	Pueblo	CO	81004	841234295	Community	CO	501(c)(3)	7	CHI
Bornemann Healthcare Corporation
2500 Bernville Road PO Box 316	Reading	PA	19603	232187242	Healthcare	PA	501(c)(3)	11a	CHI
St Joseph Medical Center Foundation
2500 Bernville Road PO Box 316	Reading	PA	19603	232649362	Foundation	PA	501(c)(3)	11a	SJRHN
St Joseph Medical Group
2500 Bernville Road PO Box 316	Reading	PA	19603	208544021	Healthcare	PA	501(c)(3)	9	BHC
St Joseph Regional Health Network
2500 Bernville Road PO Box 316	Reading	PA	19603	231352211	Healthcare	PA	501(c)(3)	3	CHI
Linus Oakes Inc
2700 Stewart Parkway	Roseburg	OR	97470	930821381	Senior Living	OR	501(c)(3)	9	MMC
Mercy Foundation Inc
2700 Stewart Parkway	Roseburg	OR	97470	936088946	Foundation	OR	501(c)(3)	7	MMC
Mercy Medical Center
2700 Stewart Parkway	Roseburg	OR	97470	930386868	Hospital	OR	501(c)(3)	3	CHI
Franciscan Villa of South Milwaukee Inc
3601 South Chicago Avenue	South Milwaukee	WI	53172	391093829	Healthcare	WI	501(c)(3)	9	CHI
Enumclaw Community Hospital
1450 Battersby Avenue	Enumclaw	WA	98022	910715805	Hospital	WA	501(c)(3)	3	FHS
Franciscan Foundation
1717 South J Street	Tacoma	WA	98405	911145592	Fundraising	WA	501(c)(3)	9	FHS
Franciscan Health System FKA Franciscan
1717 South J Street	Tacoma	WA	98405	910564491	Healthcare	WA	501(c)(3)	3	CHI
Franciscan Medical Group
1708 South Yakima Avenue	Tacoma	WA	98405	911939739	Healthcare	WA	501(c)(3)	9	FHS
St Joseph Medical Center Foundation In
7601 Osler Drive	Towson	MD	21204	521681044	Fundraising	MD	501(c)(3)	7	SJMC
St Joseph Medical Center Inc
7601 Osler Drive	Towson	MD	21204	520591461	Hospital	MD	501(c)(3)	3	CHI
St Joseph Physician Enterprises
7601 Osler Drive	Towson	MD	21204	521311775	Physicians	MD	501(c)(3)	11a	CHI
Samaritan Health Foundation
2222 Philadelphia Drive	Dayton	OH	45406	237296923	Foundation	OH	501(c)(3)	7	SHP
Mercy Hospital of Valley City
570 Chautauqua Boulevard	Valley City	ND	58072	450226553	Hospital	ND	501(c)(3)	3	CHI
Mercy Medical Center
1301 15th Avenue West	Williston	ND	58801	450231183	Healthcare	ND	501(c)(3)	3	CHI
Mercy Medical Foundation
1301 15th Avenue West	Williston	ND	58801	450381803	Foundation	ND	501(c)(3)	11a	MMC
Samaritan Health Partners
2222 Philadelphia Drive	Dayton	OH	45406	311107411	Healthcare	OH	501(c)(3)	11a	CHI
St Vincent Foundation
Two St Vincent Circle	Little Rock	AR	72205	510169537	Fundraising	AR	501(c)(3)	11a	SVIMC
Auxiliary of Holy Rosary Hospital Inc
351 SW 9th Street	Ontario	OR	97914	943059469	Hospital	OR	501(c)(3)	9	HRMC
The Mercy Hospital of Devils Lake Fdn
1031 East Seventh Street	Devils Lake	ND	58301	352367360	Foundation	ND	501(c)(3)	11a	MHDL
Alegent Health - Bergan Mercy Health Sys
7500 Mercy Road	Omaha	NE	68124	470484764	Hospital	NE	501(c)(3)	3	CHI
Alegent Health - Mercy Hospital Corning
PO Box 368	Corning	IA	50841	420782518	Hospital	IA	501(c)(3)	3	AHBMHS
Mercy Health Care Foundation
PO Box 368	Corning	IA	50841	421461064	Foundation	NE	501(c)(3)	11a	AHMH
Mercy Hospital Foundation Council Bluff
800 Mercy Drive	Council Bluffs	IA	51503	421178204	Foundation	IA	501(c)(3)	11a	AHBMHS
CHI Institute For Research and Innovatio
198 Inverness Drive West	Englewood	CO	80112	271050565	Healthcare	CO	501(c)(3)	11a	CHI
CHI Colorado
188 Inverness Drive West	Englewood	CO	80112	840405257	Healthcare	CO	501(c)(3)	3	CHI
Saint Joseph Mount Sterling Foundation
50 Sterling Avenue	Mount Sterling	KY	40353	272884584	Foundation	KY	501(c)(3)	7	SJHS
Centennial Medical Group Inc
2700 Stewart Parkway	Roseburg	OR	97470	900433062	Physicians	OR	501(c)(3)	9	MMC
CHI National Foundation
198 Inverness Drive West	Englewood	CO	80112	270930004	Foundation	CO	501(c)(3)	11a	CHI
Saint Clare's Health Services Inc
25 Pocono Road	Denville	NJ	07834	223639733	Management	NJ	501(c)(3)	7	CHI
Good Samaritan Hospital
2222 Philadelphia Drive	Dayton	OH	45406	310536981	Hospital	OH	501(c)(3)	3	SHP

Form990 Schedule R Part III Form990ScheduleRPartIII (17 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	Code VCodeVAmount	General Or Managing PartnerGeneralOrManagingPartner
Superior Medical Imaging LLC
5000 North 26th Street	Lincoln	NE	68521	262884555	OP Diagnostics	NE	SERMC	Related	-155495	993429	false	$272	false
Central Nebraska Rehab Services
3004 W Faidley Ave	Grand Island	NE	68802	810653461	Physical Therapy	NE	CHI	Related	1816979	2933623	false	$5,050	false
Mercy West Endoscopy LLC
1601 NW 114th St Suite 244	Clive	IA	50325	900129077	Ambulatory Surg	IA	CHI-IA Corp	Related	1917716	1695121	false		false
Audubon Land Company LLC
5390 N Academy Blvd Suite 300	Colorado Springs	CO	80918	841513085	Real Estate	CO	THC	Related	67577	9001605	false		false
Breckenridge Medical Clinic LLC
555 South Park Avenue Plaza 11	Breckenridge	CO	80424	651295958	Medical Clinic	CO	THC	Related			false		false
Penrad Imaging
1390 Kelly Johnson Blvd	Colorado Springs	CO	80920	841072619	Medical Imaging	CO	THC	Related	1922441	8248492	false		false
St Anthony Regional Mtn Cancer Center
4231 W 16th Avenue	Denver	CO	80112	371568013	Cancer Center	CO	THC	Related	60513	318803	false		false
St Francis Land Company
5390 N Academy Blvd Suite 300	Colorado Springs	CO	80918	263134100	Real Estate	CO	THC	Related	-180979	14886022	false		false
OrthoColorado LLC
11650 West 2nd Place	Lakewood	CO	80255	371577105	Ortho Hospital	CO	THC	Related	-5375165	15265510	false		false
Mercy Outpatient Surgery Center LLC
1512 12th Avenue Road	Nampa	ID	83686	841380439	Surgery Center	ID	MMC	Related	-812036	949357	false	$4,620	true
Peninsula Radiation Oncology
314 Martin Luther King Jr Way 11	Tacoma	WA	98405	870808610	Healthcare Srvc	WA	FHS	Related	-516076	3860362	false		false
Healthcare Support Services LLC
PO Box 9804	Grand Island	NE	688029804	721546196	Laundry	NE	CHI	Related	199968	3913481	false	$58,436	false
Bluegrass Regional Imaging Center
1218 South Broadway Suite 310	Lexington	KY	40504	611386736	Diagnostic	KY	SJ HospitalLex	Related	242456	3773725	false		false
North River Surgery Center LLC
2209 Wildwood Avenue	Sherwood	AR	72120	710799771	Ambul Surg Ctr	AR	SVIMC	Related	213989	1696001	false		false
CHI Operating Investment Program LP
198 Inverness Drive West	Englewood	CO	80112	470727942	Investments	CO	CHI	Investment	58022	4069968	false	$14,031	true
Ruxton Surgicenter LLC
8322 Bellona Avenue Suite 201	Baltimore	MD	21204	522095835	Surgery Center	MD	SJMC	Related	-75716	3421084	false		true
Central Nebraska Home Care Services
PO Box 1146-4510 Second Avenue	Kearney	NE	68848	470692112	Healthcare Srvc	NE	HSEINC	Related	-102982	1021500	false		true

Form990 Schedule R Part IV Form990ScheduleRPartIV (30 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Legal Domicile Foreign CountryLegalDomicileForeignCountry
Mercy Health Services Corporation
2727 McClelland Blvd	Joplin	MO	64804	431457881	DME	MO	St John's RMC	C Corp	-1033832	2093683	1.00000
Mountain Management Services Inc
6028D Shallowford Road	Chattanooga	TN	37422	621570739	mgmt svc org	TN	MHCS	C Corp	348642	4530845	1.00000
MedQuest
1301 15th Avenue West	Williston	ND	58801	450392137	Sale of DME	ND	MHof Williston	C Corp	-16794	911494	1.00000
St Anthony Development Company
1415 Southgate	Pendleton	OR	97801	931216943	Athletic Club	OR	St Anthony H	C Corp	41861	3047938	1.00000
GOOD SAMARITAN OUTREACH SERVICES
PO BOX 1990	KEARNEY	NE	68848	470659440	MEDICAL CLINIC	NE	GSHS	C Corp	-2491623	840232	1.00000
HEALTH SYSTEMS ENTERPRISES INC
PO BOX 1990	KEARNEY	NE	68848	470664558	MANAGEMENT	NE	GSHS	C Corp	10957	1559747	1.00000
Mercy Park Apartments Ltd
1111 6th Avenue	Des Moines	IA	50314	421202422	Housing	IA	CHI-IA Corp	C Corp	227244	1806199	1.00000
Des Moines Medical Center Inc
1111 6th Avenue	Des Moines	IA	50314	420837382	Real Estate	IA	CHI-IA Corp	C Corp		1123173	0.92980
Comcare Services
4231 W 16th Avenue	Denver	CO	80204	840904813	Inactive	CO	CHIC	C Corp			1.00000
Mednow Inc
1512 12th Avenue Road	Nampa	ID	83686	820389927	Outpat Pharmacy	ID	Mercy Med Ctr	C Corp	-672954	5348476	1.00000
Saint Clare's Primary Care Inc
66 Ford Road	Denville	NJ	07834	222441202	Billing Services	NJ	SCCC	C Corp	-350630	2590487	1.00000
Healthcare Mgmt Services Org Inc
1149 Market St	Tacoma	WA	98402	911865474	Health Org.	WA	FHS	C Corp			1.00000
Physician Health System Network
1149 Market St	Tacoma	WA	98402	911746721	Health Org.	WA	FHS	C Corp			1.00000
Mercy Services Corp
2700 Stewart Parkway	Roseburg	OR	97470	930824308	Retail Sales	OR	Mercy Medical	C Corp	-499409	1403001	1.00000
Caduceus Medical Associates Inc
6028 Shallowford Road Suite D	Chattanooga	TN	37422	621570736	Healthcare	TN	MHCS	C Corp		1008	1.00000
CENTRAL KANSAS HEALTH SERVICES ASSOCIATI
3515 Broadway	Great Bend	KS	67530	481042853	MEDICAL EQUIPMENT	KS	CKMC	C Corp		110125	1.00000
St Vincent Community Health Services In
Two St Vincent Circle	Little Rock	AR	72205	710710785	Healthcare	AR	SVIMC	C Corp	2404944	10195000	1.00000
Alternative Insurance Management Service
3900 Olympic Boulevard Suite 400	Erlanger	KY	41018	841112049	Management Servic	CO	CHI	C Corp		3272176	1.00000
Nazareth Assurance Company
76 St Paul Street Suite 500	Burlington	VT	05401	030304831	Insurance	VT	CHI	C Corp			1.00000
Franciscan Services Inc
198 Inverness Drive West	Englewood	CO	80112	232487967	Healthcare	CO	CHI	C Corp	194756	12598258	1.00000
SJH Services Corporation
198 Inverness Drive West	Englewood	CO	80112	232307408	Healthcare	CO	FSI	C Corp	314346	3423012	1.00000
St Joseph Development Company Inc
1717 South J Street	Tacoma	WA	98405	911480569	Rental	WA	FSI	C Corp	1677122	11984725	1.00000
Towson Management Inc
7601 Osler Drive	Towson	MD	21204	521710750	Management Servic	MD	FSI	C Corp	99315	498383	1.00000
Captive Management Initiatives
				980663022	Captive Managemen		CHI	C Corp			1.00000	CJ
First Initiatives Insurance Ltd
				980203038	Insurance		CHI	C Corp			1.00000	CJ
Center for Translational Research
198 Inverness Drive West	Englewood	CO	80112	272269511	Healthcare	CO	CHI	C Corp	-840949	1746201	1.00000
Samaritan Family Care Inc
40 W Fourth St 1700	Dayton	OH	45402	311299450	Healthcare	OH	SHP	LLC	-1199836	4894397	1.00000
SJL Physician Management Services Inc
424 Lewis Hargett Cr 160	Lexington	KY	40503	999999999	Management	KY	SJHS	C Corp			1.00000
CGH Realty Company Inc
215 N 12th St	Reading	PA	19603	232326801	Real Estate	PA	SJHM	C Corp	1007	42415	1.00000
St Joseph Office Park Association
1401 HarrodsBurg Road Bldg B70	Lexington	KY	40504	611079899	Management	KY	SJHS	C Corp	10217	572843	0.85000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	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	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
CHI
L	2047614
CHI
O	579831
CHI
R	248223
CHI
Q	539568