ASCENSION ALL SAINTS HOSPITAL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: ASCENSION ALL SAINTS HOSPITAL INC (EIN 39-1264986)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-16
IRS object ID: 201131369349306853
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 B
Schedule C
Schedule D
Schedule H
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T17:01:54-05:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391264986	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WHEATON FRANCISCAN HEALTHCARE	BusinessNameLine1
Business Name Line2	ALL SAINTS INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	WHEA	NameControl
Phone	2626872011	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3801 SPRING STREET	AddressLine1
City	RACINE	City
State	WI	State
ZIP Code	53405	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JONATHAN W SOHN	Name
Title	SENIOR VP AND CFO	Title
Date Signed	2011-05-15	DateSigned

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	John Oliverio	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	400 W River Woods Pkwy	AddressLine1
City	Milwaukee	City
State	WI	State
ZIP Code	53212	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	372812793	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c	X	Organization501c
Web Site	WWW.MYWHEATON.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1974	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	To provide inpatient and outpatient patient healthcare services to individuals located in Southeast Wisconsin.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	22	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	3526	TotalNbrEmployees
Total Nbr Volunteers	576	TotalNbrVolunteers
Total Gross UBI	2744621	TotalGrossUBI
Net Unrelated Business Txbl Income	150729	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	938309	ContributionsGrantsPriorYear
Contributions Grants Current Year	590719	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	387970855	ProgramServiceRevenuePriorYear
Program Service Revenue CY	369099481	ProgramServiceRevenueCY
Investment Income Prior Year	39486	InvestmentIncomePriorYear
Investment Income Current Year	41826	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2426443	OtherRevenuePriorYear
Other Revenue Current Year	3043868	OtherRevenueCurrentYear
Total Revenue Prior Year	391375093	TotalRevenuePriorYear
Total Revenue Current Year	372775894	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	39463	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	3332	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	154947681	SalariesEtcPriorYear
Salaries Etc Current Year	149450002	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	208212535	OtherExpensePriorYear
Other Expenses Current Year	205186467	OtherExpensesCurrentYear
Total Expenses Prior Year	363199679	TotalExpensesPriorYear
Total Expenses Current Year	354639801	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	28175414	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	18136093	RevenuesLessExpensesCY
Total Assets BOY	281715774	TotalAssetsBOY
Total Assets EOY	295269539	TotalAssetsEOY
Total Liabilities BOY	27554148	TotalLiabilitiesBOY
Total Liabilities EOY	18170522	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	254161626	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	277099017	NetAssetsOrFundBalancesEOY
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	272475749	Expense
Grants	3332	Grants
Revenue	367649402	Revenue
Description	Wheaton Franciscan Healthcare IRS Form 990 Part III - Statement of Program Service Accomplishments June 30, 2009 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 17 hospital campuses, four long-term care facilities, two home health agencies, 70 clinic sites, and nearly 2,700 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 2009 Wheaton Franciscan Healthcare was recognized nationally for quality health care, named one of the best performing 50 systems in Thompson Reuters' 100 Top Hospitals: Health Systems Quality/Efficiency Study. 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. WFH is one of five health care organizations selected in July 2009 by a panel of judges - who are considered experts in the field of healthcare IT use - to receive the award. In honor of the achievements, our foundations received a $10,000 grant from McKesson. 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, Inc. 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 Campuses: 17 Staffed Hospital beds: 2,087 Long-term Care Facilities: 4 Home Health Agencies: 2 Units of Housing: 2,681 Associates: 22,229 Affiliated Physicians: 3,019 Employed Physicians: 731 Emergency Room Visits: 356,712 Newborns: 11,409 Hospital Admissions: 89,198 Hospital Patient Days: 423,409 Skilled Nursing Unit Patient Days: 26,882 Long-term Care Facility Patient Days: 150,761 Hospital Outpatient Visits: 1,982,065 Hospice Days: 17,622 Home Health Visits: 84,350 Medical Group Physician Visits: 1,971,809 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 All Saints St. Joseph Elmbrook Memorial The Wisconsin Heart Hospital St. Francis Franklin Marian Franciscan Center 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 AFFILIATIONS INCLUDE: Midwest Orthopedic Specialty Hospital - Franklin, WI Affinity Health System - Menasha, Wisconsin St. Elizabeth Hospital Mercy Medical Center of Oshkosh Calumet Medical Center Franciscan Care and Rehabilitation Center Network Health Plan of Wisconsin Affinity Medical Group St. Elizabeth Hospital Community Foundation United Hospital System - Kenosha, Wisconsin St. Catherine's Medical Center Kenosha Medical Center Wheaton Franciscan Healthcare also joined the Catholic Health Association, the American Hospital Association, the Robert Wood Johnson Foundation, and many other local and national organizations by participating in Cover the Uninsured Week, a national effort to raise awareness of the need for affordable health care coverage for the nearly 46 million Americans without insurance. Since its inception in 2003, Cover the Uninsured Week has educated Americans and called on national leaders to make health care coverage for all a top priority. Our vigorous support for this year's efforts included displays in hospitals, a television phone bank for uninsured patients in collaboration with other health systems and a local TV station, local news media coverage of uninsured individuals, and health promotion fairs. Associates also received fact sheets and daily reflections. Beyond systemwide efforts, each region of WFH worked to bring benefit to our local communities in numerous ways. Highlights of these local efforts are detailed throughout the remainder of this Statement of Program Service Accomplishments. WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN Wheaton Franciscan Healthcare's service to Southeast Wisconsin dates back to 1879 when the Franciscan Sisters began operating a health care ministry out of a small house. Five years later they opened their first hospital in Milwaukee - St. Joseph. Over the next 100 years, the Sisters - known as the Wheaton Franciscans after 1947 - expanded their Milwaukee health care ministry and, in 1993, partnered with the Felician Sisters. Through the union of numerous separate but common functions including Boards of Directors, medical groups, and corporate services, Wheaton Franciscan Healthcare has created a fully integrated region that allows it to share best practices and create cost efficiencies. WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN LIST OF ENTITIES Hospitals Wheaton Franciscan Healthcare - All Saints Wheaton Franciscan Healthcare - Elmbrook Memorial Wheaton Franciscan Healthcare - St. Francis Wheaton Franciscan Health	Description
Total Program Service Expense	272475749	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
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	true	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	true	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	148	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	3526	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
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	22	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	true	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
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

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

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (41 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Reportable Comp From OrganizationReportableCompFromOrganization	OfficerOfficer	FormerFormer	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
John Andreoli
Director	1.0	X
Sr M Ramona Dombrowski
Director	1.0	X
Robert Koebert MD
Director	1.0	X	33185
Chris Leberfing
Director	1.0	X
Dean Schmelzer
Director	1.0	X
Brian Smigelski
Director	1.0	X
Glenn Wilder
Director	1.0	X
James Soyka MD
Director	5.0	X	12863	2000
Gary Swart MD
Director	5.0	X	32750
Neal Harmelink MD
Director	5.0	X	657
Stephen Cardamone DO
Chair - Director	40.0	X	529986		X	X	74817
Mary Ouimet
Director	40.0	X		191985			47098
David Ashpole MD
Director	40.0	X	545433				46504
Daniel Donovan DO
Director	40.0	X	371724				43646
John Jack Manley MD
Director	40.0	X	573830				46782
Tod Poremski MD
Director	40.0	X	268526				24347
Daniel Mattes
Director	40.0	X	359379				64160
Debra Standridge
Director	40.0	X	457170				59795
Robert Stern MD
Director	40.0	X	152754				22601
Kenneth Buser
President/ViceChair - Director	40.0	X	630288		X		106872
Nicholas Omdahl MD
Secretary/Treasurer - Director	40.0	X		452690	X		41479
Susan Boland
Secretary/Treasurer - Director	40.0	X	377859		X		51771
Jon Wachs
Chief Administrative Officer	40.0		633085				375398	X
William Blum
CHIEF FINANCIAL OFFICER-WFH	40.0		695333				358436	X
John Oliverio
PRESIDENT & CEO-WFH	40.0		1737485				222799	X
Jonathan Sohn
Sr VP and CFO -WFH	40.0		317030				52325	X
Leonid Leybovich
CHIEF CLINIC MEDICAL PHYSICIST	40.0			193178			30476		X
Robert Umhoefer
DIR-OUTPATIENT PHARMACIES	40.0			141015			34649		X
Pauline Maclean
MGR-CLINICAL	40.0			103005			9880		X
Rose Fowler
VP-CLINICAL & PAT SUPPORT SERV	40.0			169679			37063		X
Paul Mason
VP-MEDICAL GROUP	40.0			152484			37186		X
Richard Clark MD
Physician Employee	40.0		230296			X	42337
Stephen Flox MD
Physician Employee	40.0		526903			X	48572
Jerry Hardacre MD
Physician Employee	40.0		399071			X	58942
Steven Johnson MD
Physician Employee	40.0		517998			X	60935
Richard Odders MD
Physician Employee	40.0		363673			X	42391
Richard Pierce-Ruhland MD
Physician Employee	40.0		293836			X	43991
Steven Ryder MD
Physician Employee	40.0		616979			X	41502
Joseph Wilczynski MD
Physician Employee	40.0		428901			X	50157
Kaye-Eileen Willard MD
Physician Employee	40.0		250284			X	37955
Loren Meyer MD
PRESIDENT/CEO-WFMG	40.0		478631			X	78111

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1406036	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	11835909	TotalReportableCompFrmRltdOrgs
Total Other Compensation	2292977	TotalOtherCompensation
Number Individuals GT100 K	53	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
SODEXHO INC AFFILIATES
4880 PAYSPHERE CIRCLE	CHICAGO	IL	60674	HOSPITALITY SERVICE	2231808
RILEY CONSTRUCTION COMPANY
5301 99TH AVE	KENOSHA	WI	53144	CONSTRUCTION SERVICE	1354609
HOSPITAL SHARED SERVICES
LOCKBOX 17033	DENVER	CO	80217	SECURITY SERVICE	1234023
MEDICAL COLLEGE OF WI AFFILIATED
8701 WATERTOWN PLANK RD	MILWAUKEE	WI	532260509	PHYSICIAN SERVICE	935355
JH FINDORFF INC
PO BOX 1647	MADISON	WI	53701	CONSTRUCTION SERVICE	911597

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	41	NumberOfContractorsGT100K
Related Organizations	539156	RelatedOrganizations
Government Grants	45425	GovernmentGrants
All Other Contributions	6138	AllOtherContributions
Total Contributions	590719	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
PATIENT REVENUES	900099	357322286	357322286
PHARMACY OPERATIONS	446110	10670931	8695742	1975189
OUTREACH LAB	621500	928219	158787	769432
HEALTH & WELLNESS	900099	178045	178045

Field	Value	IRS element (for citing)
Total Program Service Revenue	369099481	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	48725	TotalRevenueColumn
Exclusion	$48,725	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	476852	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	476852	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	476852	TotalRevenueColumn
Exclusion	$476,852	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	30000	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	36899	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-6899	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-6899	TotalRevenueColumn
Exclusion	-$6,899	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	ExclusionExclusionAmount	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
FOOD REVENUE	721000	1272474	$1,272,474
LITTLE SAINTS DAYCARE	624410	841456		841456
LIFELINE	900099	259061		259061

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	194025	TotalRevenueColumn
Related Or Exempt Function Income	194025	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	2567016	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	372775894	TotalRevenueColumn
Related Or Exempt Function Income	367649402	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2744621	UnrelatedBusinessRevenue
Exclusion	$1,791,152	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	3332	Total
Program Services	3332	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	735252	Total
Program Services	496169	ProgramServices
Management And General	239083	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	112644499	Total
Program Services	109654794	ProgramServices
Management And General	2989705	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	13533907	Total
Program Services	13146523	ProgramServices
Management And General	387384	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	14925124	Total
Program Services	14503257	ProgramServices
Management And General	421867	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	7611220	Total
Program Services	7458996	ProgramServices
Management And General	152224	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	500	Total
Program Services	500	ProgramServices

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	6247628	Total
Program Services	5856964	ProgramServices
Management And General	390664	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	5023	Total
Program Services	1760	ProgramServices
Management And General	3263	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	63311980	Total
Program Services	62799053	ProgramServices
Management And General	512927	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	6320600	Total
Program Services	6320600	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	158269	Total
Program Services	97289	ProgramServices
Management And General	60980	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	513739	Total
Program Services	489537	ProgramServices
Management And General	24202	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	16921403	Total
Program Services	5616405	ProgramServices
Management And General	11304998	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	26190	Total
Program Services	26190	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	Program ServicesProgramServices
MANAGEMENT FEES	64781928	64781928
BAD DEBT	26225333		26225333
HOSPITAL ASSESSMENT TAX	9304637		9304637
OTHER PURCHASED SERVICES	4947052	350415	4596637
MAINTENANCE CONTRACTS	4662347	15178	4647169

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1759838	Total
Program Services	1230604	ProgramServices
Management And General	529234	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	354639801	Total
Program Services	272475749	ProgramServices
Management And General	82164052	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	16650687	BOY
EOY	19007	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
EOY	1150724	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	38898151	BOY
EOY	37371810	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	5934980	BOY
EOY	6801991	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	18273214	BOY
EOY	885210	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	399770726	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	215805957	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	201251458	BOY
EOY	183964769	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	707284	BOY
EOY	65076028	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	281715774	BOY
EOY	295269539	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	23329456	BOY
EOY	14522254	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
EOY	157440	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	4224692	BOY
EOY	3490828	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	27554148	BOY
EOY	18170522	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	254082383	BOY
EOY	277050050	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	79243	BOY
EOY	48967	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	254161626	BOY
EOY	277099017	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	281715774	BOY
EOY	295269539	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)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

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

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	true	GrantsOtherOrganizations
Grants Other Organizations	$14,012	GrantsOtherOrganizationsAmount
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$0	OtherActivitiesAmount
Total Lobbying Expenditures IIB	14012	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Other Activities	Identifier
Return Reference	Sch C, Pt 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 $62,671 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $31,571 Wheaton Franciscan, Inc. (formerly Wheaton Franciscan Healthcare - St. Joseph, Inc. and The Wisconsin Heart Hospital, Inc.) #39-0816857 $16,252 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 #13,312 Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. #39-0853528 $6,739 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $14,012 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $1,530 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $1,726 Marianjoy, Inc. #36-3483589 $3,750 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $13,364 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $3,750 Covenant Medical Center, Inc. #42-1264647 $25,385 Sartori Hospital, Inc. #42-0758901 $5,270 Mercy Hospital, Inc. #42-1178403 $2,354 TOTAL LOBBYING EXPENSES: $201,686	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	3074414	OtherCostOrOtherBasis
Book Value	3074414	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	302669481	OtherCostOrOtherBasis
Depreciation	142618080	Depreciation
Book Value	160051401	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1366110	OtherCostOrOtherBasis
Depreciation	1366110	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	76008108	OtherCostOrOtherBasis
Depreciation	63100210	Depreciation
Book Value	12907898	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	16652613	OtherCostOrOtherBasis
Depreciation	8721556	Depreciation
Book Value	7931056	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	183964769	TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescription	Book ValueBookValue
ACCOUNTS REC OTHER	64601057
NOTE RECEIVABLE	251472
INVESTMENT IN STOCKS	141334
SPECIFIC FUND CHECKING	77356
LAKESHORE MANOR	4809

Field	Value	IRS element (for citing)
Total Book Value Other Assets	65076028	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
DUE TO THIRD PARTY PAYORS	$1,593,593
ASBESTOS ABATEMENT LIABILITY	$1,897,235

Field	Value	IRS element (for citing)
Total Of Amounts	3490828	TotalOfAmounts
Total Revenue	372775894	TotalRevenue
Total Expenses	354639801	TotalExpenses
Excess Or Deficit For Year	18136093	ExcessOrDeficitForYear
Prior Period Adjustments	30288	PriorPeriodAdjustments
Other	$27,147,481	OtherAmount
Total Adjustments	27177769	TotalAdjustments
Excess Or Deficit Per FS	45313682	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	362711023	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	362711023	RevenueSubtotal
Other Revenues Not Included	10064871	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	1064871	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	372775894	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	317427449	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	317427449	ExpensesSubtotal
Other Expenses Not Included	37212352	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	37212352	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	354639801	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	Schedule D Net Assets, Revenue, and Expense Reconciliations	Identifier
Explanation	Affiliates of Wheaton Franciscan Healthcare have a consolidated audit prepared for the entire controlled group of healthcare providers. 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. However, for external reporting purposes, certain reclassifications were made to correct for hospital based billing issues. As such, Part XI Line 8 was utilized so that ending net assets would tie out after the following reclassifications were made: 1) We increased revenues in the amount of 10,064,871 which represented hospital based billing revenues which was originally recorded at Wheaton Franciscan Medical Group (39-1791586). 2) We increased expenses in the amount of 37,212,352 which represented hospital based billing expenses which was originally recorded at Wheaton Franciscan Medical Group (39-1791586). 3) We reduced revenues in the amount of 30,288 which relates to a prior period adjustment regarding a restricted liability account. Reconciliation of Ending Net Assets: Beginning Assets: $254,161,626 + Net Gain Per AFS: $45,313,863 + Hospital Based Billing Reduction $-27,147,481 + Prior Period Adjustment (Conversion) $4,801,297 + Prior Period Adjustment (Restricted Liability) $-30,288 Ending Net Assets $277,099,017	Explanation

Schedule H IRS990ScheduleH

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

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5755180	TotalCommunityBenefitExpense
Net Community Benefit Expense	5755180	NetCommunityBenefitExpense
Percent Of Total Expense	0.01750	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	54709725	TotalCommunityBenefitExpense
Direct Offsetting Revenue	51875065	DirectOffsettingRevenue
Net Community Benefit Expense	2834660	NetCommunityBenefitExpense
Percent Of Total Expense	0.00860	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1479482	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1403252	DirectOffsettingRevenue
Net Community Benefit Expense	76230	NetCommunityBenefitExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	61944387	TotalCommunityBenefitExpense
Direct Offsetting Revenue	53278317	DirectOffsettingRevenue
Net Community Benefit Expense	8666070	NetCommunityBenefitExpense
Percent Of Total Expense	0.02630	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	138128	TotalCommunityBenefitExpense
Direct Offsetting Revenue	73626	DirectOffsettingRevenue
Net Community Benefit Expense	64502	NetCommunityBenefitExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1170778	TotalCommunityBenefitExpense
Direct Offsetting Revenue	124525	DirectOffsettingRevenue
Net Community Benefit Expense	1046253	NetCommunityBenefitExpense
Percent Of Total Expense	0.00320	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	15930740	TotalCommunityBenefitExpense
Direct Offsetting Revenue	11304743	DirectOffsettingRevenue
Net Community Benefit Expense	4625997	NetCommunityBenefitExpense
Percent Of Total Expense	0.01410	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1915	TotalCommunityBenefitExpense
Net Community Benefit Expense	1915	NetCommunityBenefitExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	222519	TotalCommunityBenefitExpense
Net Community Benefit Expense	222519	NetCommunityBenefitExpense
Percent Of Total Expense	0.00070	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	17464080	TotalCommunityBenefitExpense
Direct Offsetting Revenue	11502894	DirectOffsettingRevenue
Net Community Benefit Expense	5961186	NetCommunityBenefitExpense
Percent Of Total Expense	0.01820	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	79408467	TotalCommunityBenefitExpense
Direct Offsetting Revenue	64781211	DirectOffsettingRevenue
Net Community Benefit Expense	14627256	NetCommunityBenefitExpense
Percent Of Total Expense	0.04450	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	29145	TotalCommunityBuildingExpense
Net Community Building Expense	29145	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	487	TotalCommunityBuildingExpense
Net Community Building Expense	487	NetCommunityBuildingExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Total Community Building Expense	7633	TotalCommunityBuildingExpense
Net Community Building Expense	7633	NetCommunityBuildingExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	2436	TotalCommunityBuildingExpense
Net Community Building Expense	2436	NetCommunityBuildingExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	39701	TotalCommunityBuildingExpense
Net Community Building Expense	39701	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$26,225,333	BadDebtExpenseAmount
Amount Attributable To	0	AmountAttributableTo
Amount Reimbursed By Medicare	83213793	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	92561121	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-9347328	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (9 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Teaching HospitalTeachingHospital	Er24 HoursEr24Hours
WFH-All Saints
3801 Spring St	Racine	WI	53405	X	X	X
WHF-All Saints
1320 Wisconsin Ave	Racine	WI	53403	X
WFH All Saints Cardiovascular Institute
3803 Spring St	Racine	WI	53405	X	X		X
WFH All Saints WPOB A & B
3805 Spring St	Racine	WI	53405	X
WFH All Saints Spring St Clinic
3807 Spring St	Racine	WI	53405	X
WFH All Saints St Lukes Hlth Pavilian
3821 Spring St	Racine	WI	53405	X
WFH All Saints MOB
1244 Wisconsin Ave	Racine	WI	53403	X
WFH All Saints Atrium MOB
3811 Spring St	Racine	WI	53405	X
WFH All Saints Dialysis Center
818 6th St	Racine	WI	53405	X

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Other Information	Sch H, Pt I, Line 4: Wheaton Franciscan Healthcare's generous Payment for Services Policy specifies that for uninsured patients whose income is at or below 400% of the Federal Poverty Income Guidelines, the maximum out-of-pocket liability that Wheaton Franciscan Healthcare will charge for medically necessary services shall not exceed 15% of gross household income. This also applies to patients who are underinsured whose income is at or below 300% of the Federal Poverty Income Guidelines. Free or discounted care is available to those who meet requirements including income level, family size, and assets. Sch H, Part I, Line 6a: The Annual Report that outlines the Hospital's community benefit information is contained in a report prepared by the system, Wheaton Franciscan Services, Inc. which is the ultimate parent organization of an integrated health care system operated in Wisconsin, Illinois, and Iowa. For more information, please see our annual report at www.mywheaton.org, and select the link for "Spirit of Compassion; View the Wheaton Franciscan Healthcare Annual Report". It is also available under "About Us"; click on "Annual Report". Schedule H Part 1 Line 7 Community Benefit amounts are reported using total actual costs per the hospital's managerial accounting system in use, which includes all patient segments including inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, Medicare HMO, uninsured, and self pay patients. Amounts are compiled using a software application recommended by the American Hospital Association because it has the ability to provide the information in a format suitable for Schedule H presentation. After the data is entered by the Site Finance Directors, it's accuracy is verified by employees who are trained in community benefit reporting. Additionally, the Director of Healthcare Reform and the Vice President of Government Relations also review the community benefit amounts with the President/CEO of the organization. Once amounts are verified and approved, community benefit amounts become finalized, and are reported periodically as required by Illinois state law. Additionally, Wheaton Franciscan Healthcare voluntarily reports community benefit information to Wisconsin and Iowa by making the information readily available on certain websites. Finally, the information is compiled with the assistance of the software, for presentation in IRS Forms 990 Schedule H and Statement of Program Service Accomplishments Part III. Schedule H Part 1 Line 7 Column f Wheaton Franciscan Healthcare organizations follow guidelines established by the Catholic Health Association, which recommends that bad debt expense not be included in community benefit amounts. As a result of this applied methodology, a total amount of $ 26,225,333 has not been included in the calculation of the percentages reported on Schedule H Line 7 Column f. Schedule H Part 1 Line 7g Affiliates of Wheaton Franciscan Healthcare routinely organize physician clinics into separate legal entities with the exception of the Iowa region, which includes clinic operations in the hospital, Covenant Medical Center, Inc. Clinic operations for the Iowa clinics are included only in the community benefit reporting of charity care, government sponsored health care, and Medicare shortfall. Therefore, for all entities, including Covenant Medical Center, Inc., costs related to physician clinics are not included in subsidized health services reported on Schedule H Part I Line 7g. Schedule H Part III Section A Line 4 As part of an annual process, affiliates of Wheaton Franciscan Healthcare complete a consolidated audit each year which does not provide any specific information as to the calculation and recording of bad debt expense. However, it is the practice of Wheaton Franciscan Healthcare to record actual bad debt expense for each organization at the time the amount due is determined to be uncollectible, and thus written off. Since the organization follows guidelines established by the Catholic Health Association and the related state counterpart in Wisconsin, Iowa, or Illinois as appropriate, Wheaton Franciscan Healthcare does not include any form of bad debt expense in its annual reporting of community benefit amounts. It is also the position of Wheaton Franciscan Healthcare that none of the patients resulting in uncollectible accounts would have qualified as charity care patients as this determination is made at the time of admission. Bad debt expense is determined after many months of collection efforts, and for this reason Part III Section A Line 3 is reported as none (ie at zero). Schedule H Part III Section B Line 8 Schedule H Part III Section B Line 6 reports "allowable costs of care" as taken from the most recently completed as-filed Medicare cost report. The Medicare cost report calculates its allowable costs based on applicable Medicare regulations, using individual cost center cost-to-charge ratios. Note this cost can be substantially different than the Medicare shortfall amounts that are footnoted in our annual community benefit report, because costs for this purpose are computed by using total actual costs per the managerial accounting system in use, which includes Medicare HMO (in addition to straight Medicare) among other differences. This organization has adopted the cost and charge practices as recommended by the Catholic Health Association and the Wisconsin, Iowa, or Illinois Hospital Association as applicable, and therefore, does not count any Medicare shortfall numbers, regardless of the method upon which the shortfall numbers were determined, in its annual reporting of Community Benefit amounts. Schedule H Part III Section C Line 9b Wheaton Franciscan Healthcare's Payment for Services Policy outlines all collection practices for patients who are known to qualify for government programs and for our charity care program. We make every attempt to assist the patient in enrolling in government insurance plans or our own charity care program allowing for free or discounted care. If the patient does not qualify for any type of aid or charity care, declines to establish a reasonable payment plan or pay the liability, the patient will be moved into a bad debt status, and the account is sent to a collection agency. This does not occur before the patient has received several notices and a final written warning. Schedule H Part VI Line 2 Wheaton Franciscan Healthcare assesses the needs of the communities it serves by reviewing admission and discharge data, analyzing information from the community health departments and other community leaders, and by aligning our services with the Health People 2010 and other current year initiatives. Schedule H Part VI Line 3 Wheaton Franciscan Healthcare provides its patients with several opportunities to gain knowledge and awareness of its Community Care (Charity Care/Financial Assistance) program. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as: patient admitting and registration areas in both inpatient and outpatient settings, physician offices, and emergency departments. Additionally, brochures describing the policy are available upon request in the same locations and on Wheaton Franciscan Healthcare's website. The policy is also discussed at the time of registration or pre-registration for all inpatient procedures. Schedule H Part VI Line 4 Please see detailed information provided at Schedule H Part VI Line 6 Schedule H Part VI Line 5 Community Building Activities are an important part of the community benefits provided by the Hospital. The primary purpose of community building is to improve the health in the community. Donations of time and resources to community-based activities like triathlons support community-based efforts to improve the health of community residents. Additionally, by supporting community activities, the hospital becomes a partner with the citizens it serves - in their health and in their lives. The Community Building Activities supported by the hospital benefit the community served more than they benefit the hospital, and are not conducted for marketing purposes. Supporting economic growth and development in the area, the hospital assists the community in having viable employers for the citizens. Sch H, Pt VI, Line 6: Wheaton Franciscan Healthcare WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN Wheaton Franciscan Healthcare's service to Southeast Wisconsin dates back to 1879 when the Franciscan Sisters began operating a health care ministry out of a small house. Five years later they opened their first hospital in Milwaukee - St. Joseph. Over the next 100 years, the Sisters - known as the Wheaton Franciscans after 1947 - expanded their Milwaukee health care ministry and, in 1993, partnered with the Felician Sisters. Through the union of numer	OtherInformation

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 (30 entries)

Comp Based On Related OrgsCompBasedOnRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Bonus Related OrgsBonusRelatedOrgs	Base Compensation Filing OrgBaseCompensationFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg
Richard Clark MD
226927	3369	22150	20187	272633
Stephen Flox MD
520384	6519	24889	23683	575475
Jerry Hardacre MD
395752	3319	24889	34053	458013
Steven Johnson MD
512029	5969	24886	36049	578933
Richard Odders MD
359963	3710	24882	17509	406064
Richard Pierce-Ruhland MD
291221	2615	24755	19236	337827
Steven Ryder MD
614175	2804	23631	17871	658481
Joseph Wilczynski MD
410314	18587	27236	22921	479058
Kaye-Eileen Willard MD
245388	4896	19024	18931	288239
Loren Meyer MD
395067	8164	49294	28817	556742	75400
Leonid Leybovich
						192022	1156	14330	16146	223654
Robert Umhoefer
						140759	256	31592	3057	175664
Rose Fowler
						145703	176	19085	17978	206742	23800
Paul Mason
						127934	150	15440	21746	189670	24400
Stephen Cardamone DO
388544	12242	52482	22335	604803	129200
Jon Wachs
462093	20992	320249	55149	1008483	150000
William Blum
546079	18854	319560	38876	1053769	130400
Mary Ouimet
						162942	143	19803	27295	239083	28900
David Ashpole MD
541820	3613	13450	33054	591937
Daniel Donovan DO
368463	3261	22382	21264	415370
John Jack Manley MD
551700	22130	13450	33332	620612
Tod Poremski MD
266841	1685	13098	11249	292873
Daniel Mattes
270082	12297	38043	26117	423539	77000
Debra Standridge
346706	13264	36396	23399	516965	97200
Robert Stern MD
151740	1014	8465	14136	175355
John Oliverio
897790	361995	158482	64317	1960284	477700
Kenneth Buser
472682	23306	62661	44211	737160	134300
Nicholas Omdahl MD
						423396		19192	22287	494169	29294
Susan Boland
280443	10916	36404	15367	429630	86500
Jonathan Sohn
243527	10503	24604	27721	369355	63000

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	FORM 990 SCHEDULE J	Identifier
Return Reference	Sch J, Part I, Lines 3-4	ReturnReference
Explanation	IRS FORM 990 SCHEDULE J, PART I, LINE 3: THE COMPENSATION OF THE FILING ORGANIZATION'S CEO AND/OR EXECUTIVE DIRECTOR IS DETERMINED AT THE PARENT ORGANIZATION LEVEL, USING THE PROCESS DESCRIBED IN SCHEDULE O RELATED TO PART VI SECTION B LINE 15. THE PARENT ORGANIZATION, WHEATON FRANCISCAN SERVICES, INC. (FEIN: 36-3262111) USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, AND COMPENSATION SURVEYS AND STUDIES TO DETERMINE APPROPRIATE LEVELS OF COMPENSATION THAT ARE REFLECTIVE OF FAIR MARKET VALUE. ALL COMPENSATION IS APPROVED BY THE BOARD AND/OR COMPENSATION COMMITTEE. IRS FORM 990 SCHEDULE J, PART I, LINE 4b: John Oliverio received a 2009 taxable payout of $346,993 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	Matthew Flox	NamePerson

Field	Value	IRS element (for citing)
Relationship	Son of Stephen Flox	Relationship
Amount Of Transaction	26684	AmountOfTransaction
Description Of Transaction	Employment	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
FORM 990 SCHEDULE O	OTHER INFORMATION	Form 990, Pt VI, Line 2: Board member Neal Harmelink has a business relationship with another board member, Gary Swart. Board member Gary Swart has a business relationship with another board member, Neal Harmelink. Form 990, Pt VI, Line 6-7b: WFH-All Saints has one member which holds several reserved powers over WFH-All Saints. 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, Pt VI, Line 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, Pt VI, Line 11: 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 have 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 level - 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, Pt VI Lines 12a-12c: As part of the annual process, conflict of interest questionnaires are sent out to all Officers, Directors, and other individuals in key positions in order to capture 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 questionnaires are reviewed weekly by the Vice President of Compliance, the Manager of Tax Compliance, and the Manager of Legal Services. Responses to questions are documented in a spreadsheet for follow up at a later time. After an approximate 6 week time frame, names of all non responders are compiled, and these individuals receive either an email or letter with a duplicate questionnaire, asking them once again to complete the information. Responses to questionnaires 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 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 questionnaire 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, Pt VI, Lines 15a-15b: 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.
FORM 990 SCHEDULE O	COMPENSATION LINE 15 CONTINUED	With respect to the organization's officers and/or key employees that are practicing physicians, the Wheaton Franciscan Medical Group (WFMG) Physician Compensation Plan is also reviewed and approved on an annual basis by the Executive Committee of the WFSI Board, an independent board, acting in a manner consistent with its conflicts of interest policy. The Executive Committee of the WFSI Board's decision on the organization's physician compensation plan is informed by an opinion on market comparable physician compensation data provided to the board committee by an independent physician compensation expert. The Executive Committee of the WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. For those officer and/or key employee physicians that are paid for their services other than pursuant to the WFSI Executive Compensation Plan or the WFMG Physician Compensation Plan, the compensation terms of the written contract with the physician are approved by either the WFSI Board of Directors, the WFSI CEO or by the WFMG President, in accordance with the level of authority delegated to the same by the WFSI Board of Directors in accordance with its financial transactions policy. In each case, decisions are made in accordance with the organization's conflict of interest requirements. Also, in each case, the compensation paid pursuant to a contract is determined with reference to market comparable information. Organizational policy requires that contemporaneous documentation of the same be maintained. Form 990, Pt VI, 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. Schedule R Footnotes: (1) Wheaton Franciscan Laboratories, Inc. was granted exempt status on 10/14/09 retroactive to 6/30/08. (2) Metro Physicians, Inc. was granted exempt status on 02/01/10 retroactive to 08/15/08. (3) Wheaton Franciscan Healthcare-Pharmacy Enterprises and Franciscan Woods, Inc. (formerly known as Wheaton Franciscan Healthcare-Marian Franciscan Center, Inc.) sold the assets of one of its skilled nursing care divisions to an unrelated third party on 09/30/09. (5) Effective 06/30/2009, The Wisconsin Heart Hospital Inc was merged with Wheaton Franciscan Healthcare - St Joseph, Inc.and the surviving corporation changed it's legal name to Wheaton Franciscan, Inc. The following entities are listed with NO DCE and the reason they are classifed as such: -Synergon Health System Inc: Two entities are involved (Rush Presbyterian and OSF Services Inc) but since neither has the ability to appoint a majority of the board, neither organization "controls". -UHS Inc: KHMC Community Board and OSF Services Inc are involved, but neither appoints a majority of board and KHMC is not an entity, it is a community board, so neither body "controls".

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (72 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1
WHEATON FRANCISCAN SERVICES INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363262111	PARENT CORP	IL	501(c)(3)	11 - III-FI	NA
AFFINITY HEALTH SYSTEM
1570 MIDWAY PLACE	MENASHA	WI	54942	391638765	HOLDING CO	IL	501(c)(3)	11 - I	WFSIMHC
AUXILIARY OF ST ELIZABETH HOSPITAL INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	396077331	AUXILIARY	WI	501(c)(3)	11 - III-O	ST ELIZ HOSP
CALUMET MEDICAL CENTER INC
614 MEMORIAL DRIVE	CHILTON	WI	53014	390905385	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
MERCY MEDICAL CENTER OF OSHKOSH INC
500 SOUTH OAKWOOD ROAD	OSHKOSH	WI	54904	390806268	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
NETWORK HEALTH SYSTEM INC
1570 MIDWAY PLACE	MENASHA	WI	54942	391127163	PHYSCN CLINIC	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 - 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 - SOUTHEAST WISCONSIN INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391568865	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
WFH - CIRCLE OF LIFE FOUNDATION INC
9632 WEST APPLETON AVENUE	MILWAUKEE	WI	53225	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	MEDICAL GRP	WI	501(c)(3)	3	WFSI
WFH - ELMBROOK MEMORIAL FOUNDATION INC
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	392028808	FOUNDATION	WI	501(c)(3)	11 - I	WFH-EMH
WFH - ELMBROOK MEMORIAL INC
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	390853528	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WHEATON FRANCISCAN LABORATORIES INC (1)
11020 WEST PLANK COURT	WAUWATOSA	WI	53226	391701402	LABORATORY	WI	501(c)(3)	9	WFH-SE WI
WFH PHARMACY ENT AND FRAN WOODS INC (3)
13950 WEST CAPITOL DRIVE	BROOKFIELD	WI	53005	391613624	NURSING HOME	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 (5)
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	390816857	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WFH - THE WISCONSIN HEART HOSPITAL INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391220690	FOUNDATION	WI	501(c)(3)	11 - I	WFH-SE WI
WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	320135258	FOUNDATION	WI	501(c)(3)	11 - I	WFH-SFH
WFH - TERRACE AT ST FRANCIS INC
3200 SOUTH 20TH STREET	MILWAUKEE	WI	53225	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 S 27TH STREET	FRANKLIN	WI	53132	300659830	CONDO ASSCN	WI	N/A	N/A	WFH-FRKLN
METRO PHYSICIANS INC (2)
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	943436893	MEDICAL GRP	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 REHAB CLC
MARIANJOY REHAB CENTER AUXILIARY INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363896976	AUXILIARY	IL	501(c)(3)	11 - I	MJ REHAB CLC
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
520 SOUTH MAPLE AVENUE	OAK PARK	IL	60304	363739067	HOSPITAL	IL	501(c)(3)	3	NONE
UHS INC
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 - CONSTITUITION 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	54964	391769395	HOUSING	WI	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 (9 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Legal Domicile Foreign CountryLegalDomicileForeignCountry
NETWORK HEALTH INSURANCE CORPORATION
1570 MIDWAY PLACE	MENASHA	WI	54942	392020474	INSURANCE CO	WI	NETWK HLTH SY	C CORP
NETWORK HEALTH PLAN
1570 MIDWAY PLACE	MENASHA	WI	54942	391442058	HLTH MAINT ORG	WI	NETWK HLTH SY	C CORP
WHEATON FRANCISCAN ENTERPRISES INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391985204	HOLDING CO	WI	WF HOLDINGS INC	C CORP
WHEATON FRANCISCAN HOLDINGS INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391836357	PHARMACY	WI	WFH-SE WI	C CORP
WHEATON FRANCISCAN MED GRP-SUSSEX INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391361100	MEDICAL GRP	WI	WF HOLDINGS INC	C CORP
WHEATON FRANCISCAN PROVIDER NETWORK INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391952140	ADMN SUPPORT	WI	WFH-SE WI	C CORP
WI HEART AND VASCULAR CLINICS SC (6)
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391673654	MEDICAL GRP	WI	WFMG	C CORP
COVENANT REGIONAL SERVICES INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421189805	PHARMACY	IA	WFH-IOWA	C CORP
WHEATON FRANCISCAN INSURANCE
				980691609	OTHER INVESTMENT		WFSI	C CORP	UK

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

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	WFH-ALL SAINTS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	R	TransactionType
Amount Involved	539156	AmountInvolved