FROEDTERT THEDACARE HEALTH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FROEDTERT THEDACARE HEALTH INC (EIN 39-2014409)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202331319349303188
- Schema version
- 2021v4.2
- 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 F
- Schedule H
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T11:22:54-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 WEST NATIONWIDE BLVD SUITE 500 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432152568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392014409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROEDTERT HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROE | BusinessNameControlTxt |
| Phone | 4148053000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W WISCONSIN AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA M MAITLAND | PersonNm |
| Person Title | SVP - FINANCE | PersonTitleTxt |
| Phone | 4148053000 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALICIA | PersonFirstNm |
| Person Last | MAITLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOLLIE P LONGHOUSE | PreparerPersonNm |
| PTIN | P00294881 | PTIN |
| Phone | 6142492300 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHARINE A JACOBSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W WISCONSIN AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,122,115,841 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FROEDTERT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | FROEDTERT HEALTH, INC. ADVANCES THE HEALTH OF THE PEOPLE OF THE DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 14718 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $3,446,012 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $746,994,118 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $828,107,584 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,778,284 | PYInvestmentIncomeAmt |
| CY Investment Income | $107,572,641 | CYInvestmentIncomeAmt |
| PY Other Revenue | $60,552,250 | PYOtherRevenueAmt |
| CY Other Revenue | $20,109,301 | CYOtherRevenueAmt |
| PY Total Revenue | $881,324,652 | PYTotalRevenueAmt |
| CY Total Revenue | $955,789,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $413,968,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $454,798,801 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $375,455,594 | PYOtherExpensesAmt |
| CY Other Expenses | $388,909,251 | CYOtherExpensesAmt |
| PY Total Expenses | $789,424,132 | PYTotalExpensesAmt |
| CY Total Expenses | $843,708,052 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $91,900,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $112,081,474 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,415,179,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,249,193,885 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,470,493,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,384,576,929 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,944,686,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,864,616,956 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FROEDTERT HEALTH, INC. ADVANCES THE HEALTH OF THE PEOPLE OF THE DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $283,793,217 | ExpenseAmt |
| Revenue | $308,017,928 | RevenueAmt |
| Desc | HEALTH CARE MANAGEMENT SERVICES IN SUPPORT OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,726,334 | ExpenseAmt |
| Revenue | $237,726,334 | RevenueAmt |
| Desc | HUMAN RESOURCE/STAFF SUPPORT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $118,594,782 | ExpenseAmt |
| Revenue | $129,760,642 | RevenueAmt |
| Desc | OUTPATIENT REVENUE AND EXPENSE OF FROEDTERT NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, WEST BEND SURGERY CENTER, AND FROEDTERT HEALTH PHARMACY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,616,035 | ExpenseAmt |
| Revenue | $172,503,732 | RevenueAmt |
| Desc | IT SUPPORT EXPENSE - 94,651,893INPATIENT EXPENSE - 2,331,848EMERGENCY DPT EXPENSE - 50,632,294 TOTAL EXPENSE - 147,616,035 IT SUPPORT REVENUE - 94,651,893INPATIENT REVENUE - 2,551,394EMERGENCY DPT REVENUE - 55,399,393JT VENTURE REVENUE - 19,901,052 TOTAL REVENUE - 172,503,732 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $147,616,035 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $172,503,732 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $787,730,368 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 476 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14718 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID DIRKSMEYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4148053000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N74 W12501 LEATHERWOOD CT | AddressLine1Txt |
| City | MENOMONEE FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53051 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JACOBSON CATHERINE | ||||||||||
| DIRECTOR & CEO/PRESIDENT | 48.00 | 2.00 | Yes (X) | Yes (X) | $3,449,724 | $0 | $418,859 | |||
| BEHL MARK | ||||||||||
| DIRECTOR & EVP/FH COO | 48.00 | 2.00 | Yes (X) | $1,424,699 | $0 | $200,708 | ||||
| BECHTHOLD KURT D | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERKES MARY BETH | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BLOCK BRUCE T | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHINI MARC | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLARKE ROBERT | ||||||||||
| DIRECTOR (STARTED 7/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CROSBY GRADY | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBBINK DIRK | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FORD DEBORAH | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAVERI GOKHALE ADITI | ||||||||||
| DIRECTOR (STARTED 12/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LUBAR DAVID J | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MECKLENBURG GARY A | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| OLIVIERI JOSE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PRINCE JOAN PHD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCHLIFSKE JOHN E | ||||||||||
| DIRECTOR (TERMED 12/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STANEK MARY ELLEN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDRICK JACQUELYN | ||||||||||
| DIRECTOR & BOD CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SNYDER JUDSON | ||||||||||
| DIRECTOR & BOD V.CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HAWIG SCOTT | ||||||||||
| TREASURER | 50.00 | 0.00 | Yes (X) | $1,769,083 | $0 | $229,005 | ||||
| MARQUARDT AMY | ||||||||||
| SECR & SR VP CHIEF LEGAL OFF | 50.00 | 0.00 | Yes (X) | $1,071,872 | $0 | $165,877 | ||||
| HUMPHREY ERIC | ||||||||||
| FH SR VP/CHIEF HR OFFICER | 50.00 | 0.00 | $1,129,401 | $0 | $156,333 | Yes (X) | ||||
| CONLEY ERIC | ||||||||||
| FMLH PRESIDENT | 5.00 | 45.00 | $1,040,593 | $0 | $178,101 | Yes (X) | ||||
| ERICSON ALLEN | ||||||||||
| CHD PRESIDENT | 5.00 | 45.00 | $1,014,073 | $0 | $159,822 | Yes (X) | ||||
| WEBB DIXON RICHELLE | ||||||||||
| FMLH COO | 50.00 | 0.00 | $815,669 | $0 | $153,360 | Yes (X) | ||||
| KLAUCK JAMES | ||||||||||
| SR VP ANCILLARY SVCS | 50.00 | 0.00 | $741,315 | $0 | $138,283 | Yes (X) | ||||
| LUX TERESA | ||||||||||
| CHD COO | 5.00 | 45.00 | $755,254 | $0 | $120,025 | Yes (X) | ||||
| JACOB SONY | ||||||||||
| FH CIO | 50.00 | 0.00 | $688,224 | $0 | $132,904 | Yes (X) | ||||
| TRUWIT JONATHON | ||||||||||
| ENTERPRISE CHIEF MEDICAL OFF | 50.00 | 0.00 | $2,161,032 | $0 | $149,094 | Yes (X) | ||||
| OLSON DAVID | ||||||||||
| SR VP & CHIEF STRATEGY OFF | 50.00 | 0.00 | $1,157,813 | $0 | $169,723 | Yes (X) | ||||
| LODES MARK | ||||||||||
| VP-POP HEALTH & MED ED | 50.00 | 0.00 | $992,765 | $0 | $107,365 | Yes (X) | ||||
| BASILOTTO STEPHEN | ||||||||||
| FH SR VP/CHIEF EXPERIENCE OFF | 50.00 | 0.00 | $856,067 | $0 | $150,845 | Yes (X) | ||||
| CEELEN JOHN | ||||||||||
| PAST SR VP FINANCE | 50.00 | 0.00 | $794,630 | $0 | $22,804 | Yes (X) | ||||
| BALZER JOHN | ||||||||||
| FORMER - KEY EMP (VP FAC PLAN) | 50.00 | 0.00 | $440,609 | $0 | $31,246 | Yes (X) | ||||
| MCCLELLAN NINA | ||||||||||
| FORMER - KEY EMP (FH CIO) | 50.00 | 0.00 | $165,927 | $0 | $4,132 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,468,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,688,486 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1833 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WI | |||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | PROFESSIONAL SERVICE | $253,378,594 |
| RIGHTSOURCING INC | |||||
| PO BOX 515743 | LOS ANGELES | CA | 900515118 | PROFESSIONAL SERVICE | $29,534,034 |
| MILWAUKEE REGIONAL MEDICAL CENTER-FLIGHT | |||||
| 2661 AVIATION ROAD | WAUKESHA | WI | 53188 | PROFESSIONAL SERVICE | $18,449,838 |
| MA MORTENSON | |||||
| 115 S 84TH ST SUITE 400 | MILWAUKEE | WI | 53214 | PROFESSIONAL SERVICE | $11,151,408 |
| RYAN COMPANIES US INC | |||||
| 533 S THIRD ST SUITE 100 | MINNEAPOLIS | MN | 55415 | PROFESSIONAL SERVICE | $10,590,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 176 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER MANAGEMENT SUPPORT | 541900 | $308,017,928 | $308,017,928 |
| HUMAN RESOURCES SUPPORT | 561300 | $237,726,334 | $237,726,334 |
| OUTPATIENT REVENUE | 621400 | $129,760,642 | $129,760,642 |
| INFO TECH SUPPORT | 518210 | $94,651,893 | $94,651,893 |
| EMERGENCY DEPT REVENUE | 621990 | $55,399,393 | $55,399,393 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,551,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,551,394 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $828,107,584 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,589,746 | TotalRevenueColumnAmt |
| Exclusion | $47,589,746 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,226,309,210 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,166,326,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,982,895 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,982,895 | TotalRevenueColumnAmt |
| Exclusion | $59,982,895 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| JOINT VENTURE REVENUE | 621500 | $20,109,072 | $16,663,134 | $3,445,938 | |
| EXCEEDENT REVENUE | 524292 | $229 | $74 | $155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,109,301 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $955,789,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $844,770,718 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,446,012 | UnrelatedBusinessRevenueAmt |
| Exclusion | $107,572,796 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,740,745 | TotalAmt |
| Program Services | $17,740,745 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,772,272 | TotalAmt |
| Program Services | $197,772,272 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,346,875 | TotalAmt |
| Program Services | $53,346,875 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,950,294 | TotalAmt |
| Program Services | $170,950,294 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,988,615 | TotalAmt |
| Program Services | $14,988,615 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500,404 | TotalAmt |
| Management And General | $3,500,404 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,672 | TotalAmt |
| Management And General | $520,672 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,736,025 | TotalAmt |
| Program Services | $64,736,025 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,627,612 | TotalAmt |
| Program Services | $15,627,612 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,555,027 | TotalAmt |
| Program Services | $1,616,252 | ProgramServicesAmt |
| Management And General | $10,938,775 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,880 | TotalAmt |
| Program Services | $3,460,880 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,492,483 | TotalAmt |
| Program Services | $13,197,877 | ProgramServicesAmt |
| Management And General | $2,294,606 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,583 | TotalAmt |
| Program Services | $330,555 | ProgramServicesAmt |
| Management And General | $292,028 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,096 | TotalAmt |
| Program Services | $977,096 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,137,140 | TotalAmt |
| Program Services | $11,137,140 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,740,764 | TotalAmt |
| Program Services | $39,740,764 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,904,798 | TotalAmt |
| Program Services | $12,904,798 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AFFILIATED SUPPORT | $125,765,879 | $121,612,148 | $4,153,731 |
| SOFTWARE LICENSES & TRA | $36,263,946 | $36,263,946 | |
| SUBSCRIPTIONS | $18,815,764 | $18,815,764 | |
| REPAIRS AND MAINTENANCE | $11,161,005 | $11,161,005 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,625,173 | TotalAmt |
| Program Services | $165,469 | ProgramServicesAmt |
| Management And General | $15,459,704 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,708,052 | TotalAmt |
| Program Services | $787,730,368 | ProgramServicesAmt |
| Management And General | $55,977,684 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,462 | BOYAmt |
| EOY | $9,312 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,013,472 | BOYAmt |
| EOY | $95,368,779 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,324,733 | BOYAmt |
| EOY | $26,256,386 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$61,799,109 | BOYAmt |
| EOY | $75,870,662 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,181,784 | BOYAmt |
| EOY | $21,353,477 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,651,615 | BOYAmt |
| EOY | $26,013,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $648,862,478 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $258,770,704 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,892,636 | BOYAmt |
| EOY | $390,091,774 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277,364,053 | BOYAmt |
| EOY | $2,082,792,723 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,865 | BOYAmt |
| EOY | $13,128 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,485,516 | BOYAmt |
| EOY | $256,744,106 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,425,830 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,902,940 | BOYAmt |
| EOY | $270,254,568 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,415,179,967 | BOYAmt |
| EOY | $3,249,193,885 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,943,655 | BOYAmt |
| EOY | $272,761,795 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,884,389 | BOYAmt |
| EOY | $646,237,947 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,443 | BOYAmt |
| EOY | $149,574 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,424,052 | BOYAmt |
| EOY | $465,427,613 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,493,539 | BOYAmt |
| EOY | $1,384,576,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,944,686,428 | BOYAmt |
| EOY | $1,864,616,956 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,944,686,428 | BOYAmt |
| EOY | $1,864,616,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,415,179,967 | BOYAmt |
| EOY | $3,249,193,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $112,081,474 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$326,315,933 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $134,164,987 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL | ||||
| 396105970 | 3 | Yes (1) | $427,110,379 | $0 |
| COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS | ||||
| 390987025 | 3 | Yes (1) | $38,348,040 | $0 |
| ST JOSEPH'S COMMUNITY HOSPITAL | ||||
| 390806302 | 3 | Yes (1) | $19,005,388 | $0 |
| F&MCW COMMUNITY PHYSICIANS | ||||
| 272042610 | 3 | 0 | $51,934,937 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $536,398,744 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART-IV LINE-SECTION A LINE 1 | DESCRIPTION OF HOW SUPPORTED ORGANIZATIONS ARE DESIGNATED: FROEDTERT HEALTH, INC., HAS FOUR SUPPORTED ORGANIZATIONS. FROEDTERT MEMORIAL LUTHERAN HOSPITAL, COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, AND ST. JOSEPH'S COMMUNITY HOSPITAL ARE LISTED BY NAME AS SUPPORTED ORGANIZATIONS IN FROEDTERT HEALTH, INC.'S BYLAWS. FROEDTERT HEALTH, INC. IS A MEMBER OF FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS, INC. (CP), A PHYSICIAN ORGANIZATION WITH WHICH FROEDTERT HEALTH, INC. HAS HAD A HISTORIC AND CONTINUING RELATIONSHIP. THIS HISTORIC AND CONTINUING RELATIONSHIP IS DEMONSTRATED BY THE FACT THAT FROEDTERT HEALTH, INC. HAS SUPPORTED CP BY PERFORMING VARIOUS FUNCTIONS FOR AND ON BEHALF OF CP, FURTHERING CP'S EXEMPT CHARITABLE HEALTH CARE ACTIVITIES. THIS CLOSE BUSINESS RELATIONSHIP BETWEEN FROEDTERT HEALTH, INC. AND CP OVER THE YEARS HAS RESULTED IN A SUBSTANTIAL IDENTITY OF INTERESTS BETWEEN THE TWO ORGANIZATIONS. |
| PART-IV LINE-SECTION D LINE 3 | ROLE THE ORGANIZATION'S SUPPORTED ORGANIZATIONS PLAYED IN INVESTMENT POLICY: THE SUPPORTED ORGANIZATIONS OF FROEDTERT HEALTH, INC. EACH HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION AND IN THE USE OF FROEDTERT HEALTH, INC.'S INCOME AND ASSETS. THE SUPPORTED ORGANIZATIONS HAVE A COMMONALITY OF MANAGEMENT WITH FROEDTERT HEALTH, INC. AND THEREFORE, FROEDTERT HEALTH, INC. IS RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATIONS. |
| PART-IV LINE-SECTION E LINE 3A | ORGANIZATION HAS POWER TO APPOINT OR ELECT GOVERNING PERSONS: FROEDTERT HEALTH, INC. HAS THE POWER TO APPOINT OR ELECT A MAJORITY OF OFFICERS, DIRECTORS, OR TRUSTEES OF ITS SUPPORTED ORGANIZATIONS. IN THE CASE OF CP, FROEDTERT HEALTH, INC. APPOINTS 50% OF THE CP BOARD AND FROEDTERT HEALTH, INC. MAINTAINS A NUMBER OF RESERVED POWERS WITH RESPECT TO THE OPERATIONS OF CP. |
| PART-IV LINE-SECTION E LINE 3B | ROLE PLAYED IN MANAGEMENT OF POLICIES, PROGRAMS, & ACTIVITIES: FROEDTERT HEALTH, INC. EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. FROEDTERT HEALTH EMPLOYEES SERVE AS MEMBERS OF THE BOARDS OF THE SUPPORTED ORGANIZATIONS, AND FROEDTERT HEALTH ALSO HAS A NUMBER OF RESERVED POWERS OVER THE SUPPORTED ORGANIZATIONS. WITH RESPECT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, AND ST. JOSEPH'S COMMUNITY HOSPITAL, FROEDTERT HEALTH MAINTAINS THE RIGHT TO REMOVE THE PRESIDENT OF EACH ORGANIZATION AND APPROVE THE SUCCESSOR; APPROVAL RIGHTS REGARDING FINANCIAL MATTERS SUCH AS STRATEGIC PLANS, BUDGETS, DEBT OBLIGATIONS; APPROVAL RIGHTS OVER CHANGES TO EACH ORGANIZATION'S BYLAWS AND ARTICLES OF INCORPORATION; AND APPROVAL RIGHTS OVER DECISIONS WHICH MATERIALLY IMPACT THE ASSETS OF EACH ORGANIZATION. EACH OF THESE RESERVED POWERS IS IN FACT EXERCISED BY FROEDTERT HEALTH. IN REGARDS TO CP, FROEDTERT HEALTH HAS A 50% MEMBERSHIP INTEREST IN CP. FROEDTERT HEALTH APPOINTS 50% OF CP'S BOARD OF DIRECTORS. ONE OF THE FROEDTERT HEALTH'S APPOINTED BOARD MEMBERS SERVES AS EITHER THE CHAIRPERSON OF THE CP BOARD OF DIRECTORS OR THE VICE CHAIRPERSON OF THE BOARD OF DIRECTORS. FROEDTERT HEALTH HAS A NUMBER OF RESERVED POWERS WITH RESPECT TO CP WHICH INCLUDE THE RIGHT TO APPROVE FINANCIAL MATTERS SUCH AS STRATEGIC PLANS, OPERATING AND CAPITAL BUDGETS (AND MATERIAL DEVIATIONS THEREFROM) AND DEBT OBLIGATIONS; THE RIGHT TO APPROVE THE ENGAGEMENT OF AUDITORS; AND THE RIGHT TO NEGOTIATE AND EXECUTE MANAGED CARE CONTRACTS FOR AND ON BEHALF OF CP. IN ADDITION TO THESE SPECIFICALLY RESERVED AUTHORITIES, FROEDTERT HEALTH EQUALLY SHARES VARIOUS OTHER JOINT POWERS WITH THE OTHER 50% MEMBER WHICH INCLUDE THE APPROVAL OF GOVERNANCE RELATED MATTERS SUCH AS CHANGES TO CP'S BYLAWS AND ARTICLES OF INCORPORATION; APPROVAL OF THE MISSION AND GOALS OF CP ALONG WITH FINAL METRICS USED IN DETERMINING GOAL PERFORMANCE; APPROVAL OF ANY MERGER, DISSOLUTION AND CAPITAL ACQUISTION; AND APPROVAL OF THE APPOINTMENT OF CP'S PRESIDENT. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SECTION PART II-B INCLUDED IS DIRECT STATE LOBBYING AND EXPENSES, AND A DEMINIMIS AMOUNT OF DIRECT FEDERAL LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,364,797 | OtherCostOrOtherBasisAmt |
| Book Value | $20,364,797 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,065,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,120,353 | DepreciationAmt |
| Book Value | $54,945,363 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,631,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,544,181 | DepreciationAmt |
| Book Value | $39,087,110 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,842,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,435,311 | DepreciationAmt |
| Book Value | $88,406,799 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,958,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,670,859 | DepreciationAmt |
| Book Value | $187,287,705 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $390,091,774 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (24 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| WI RENAL CARE GROUP | $3,995,316 | C |
| FITNESS DEV ASSOC. | $714,109 | C |
| MKE CTR FOR DIAGNOSTIC | $7,576,157 | C |
| UPPER MW CONSOL | $200,000 | C |
| REAL ESTATE VENTURES | $6,332,050 | C |
| INVEST IN HEALTHECO | $8,650,002 | C |
| MIDWEST DIALYSIS, LLC | $10,157,091 | C |
| ACO | $399,201 | C |
| NETWORK HEALTH PLAN | $109,256,971 | C |
| HORIZON HOME CARE & HOSPICE | $14,403,939 | C |
| NX LEVEL | $569,543 | C |
| CIN | $9,734,018 | C |
| FROEDTERT SOUTH | $76,759,000 | C |
| NEW ENGLAND RE | $100,000 | C |
| AVIA HOLDINGS | $2,950,000 | C |
| XHEALTH | $1,299,998 | C |
| RX REVU | $250,000 | C |
| ABUNDUNT VENTURE | $1,500,000 | C |
| HELUS/RX REVU | $25,000 | C |
| CHARACTER VC | $637,397 | C |
| LENA | $90,000 | C |
| 1EQ | $244,314 | C |
| ARASCOPE | $400,000 | C |
| SILVERCLOUD HEALTH | $500,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $256,744,106 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| COLLATERAL HELD FOR SECURITIES | $229,713,598 |
| SENIOR MANAGEMENT DEFERRED | $40,540,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $270,254,568 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR VALUE OF INTEREST RATE SWAPS | $18,658,830 |
| LEASE OBLIGATIONS | $158,607,877 |
| OTHER LONG TERM LIABILITIES | $58,447,308 |
| PAYABLES UNDER SECURITIES LENDING | $229,713,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $465,427,613 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | EXPLANATION OF ESCROW ACCOUNT LIABILITY ESCROW ACCOUNT LIABILITY CONSISTS OF FUNDS SEPARATELY DEPOSITED AND MAINTAINED WITH EXCEEDENT, LLC TO BE USED IN THIRD PARTY ADMINISTRATION OF HEALTH CARE CLAIMS. |
| PART X, LINE 2: | FROEDTERT HEALTH, INC. APPLIES ASC NO. 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC NO. 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC NO. 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. AS OF JUNE 30, 2022 AND 2021, FROEDTERT HEALTH DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $12,227,628 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,227,628 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,227,628 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | 0 | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $38,281 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $38,281 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,949,137 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $789,389 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,159,748 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,987,418 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $789,389 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,198,029 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 14 | ActivitiesOrProgramsCnt |
| Persons Served | 1198 | PersonsServedCnt |
| Total Community Benefit Expns | $83,333 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $83,333 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 15 | PersonsServedCnt |
| Total Community Benefit Expns | $50,064 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $50,064 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 2657 | PersonsServedCnt |
| Total Community Benefit Expns | $70,429 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $70,429 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 21 | ActivitiesOrProgramsCnt |
| Persons Served | 3870 | PersonsServedCnt |
| Total Community Benefit Expns | $203,826 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $203,826 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 21 | ActivitiesOrProgramsCnt |
| Persons Served | 3870 | PersonsServedCnt |
| Total Community Benefit Expns | $3,191,244 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $789,389 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,401,855 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $1,748 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,748 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $14,891 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,891 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 515 | PersonsServedCnt |
| Total Community Benefit Expns | $3,063 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,063 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 515 | PersonsServedCnt |
| Total Community Benefit Expns | $19,702 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $19,702 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,099,132 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $1,913,445 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $3,515,290 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$1,601,845 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 4 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (4 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|
| FH NEIGHBORHOOD HOSPITAL LLC - NB | |||||||||
| 1 | 4805 S MOORLAND RD | NEW BERLIN | WI | 53151 | HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL NEW BERLIN |
| FH NEIGHBORHOOD HOSPITAL LLC - PEW | |||||||||
| 2 | 209 PEWAUKEE RD | PEWAUKEE | WI | 53072 | HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL PEWAUKEE |
| FH NEIGHBORHOOD HOSPITAL LLC - OC | |||||||||
| 3 | 7901 S 6TH ST | OAK CREEK | WI | 53154 | HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL OAK CREEK |
| FH NEIGHBORHOOD HOSPITAL LLC - MEQ | |||||||||
| 4 | 11421 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL MEQUON |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FH NEIGHBORHOOD HOSPITALS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | Yes (1) | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | Yes (1) | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | 0 | CHNAConductedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.FROEDTERT.COM/FINANCIAL-SERVICES | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | WWW.FROEDTERT.COM/FINANCIAL-SERVICES | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SAME AS 16A & B | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FH NEIGHBORHOOD HOSPITALS LLC | PART V, SECTION B, LINE 2: FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC, PART OF THE FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN HEALTH NETWORK, INCLUDES LOCATIONS IN MEQUON, NEW BERLIN, OAK CREEK AND PEWAUKEE. EACH LICENSED, ACCREDITED, ACUTE-CARE FACILITY PROVIDES HIGH-QUALITY CARE CLOSE TO HOME IN A SMALL-SCALE HOSPITAL SETTING AND FEATURES AN EMERGENCY DEPARTMENT, INPATIENT BEDS, LABORATORY, PHARMACY AND IMAGING SERVICES. FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN AND FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE BOTH OPENED IN NOVEMBER AND DECEMBER OF 2020. FROEDTERT COMMUNITY HOSPITAL- OAK CREEK OPENED IN JANUARY OF 2022 AND FROEDTERT COMMUNITY HOSPITAL- MEQUON OPENED IN FEBRUARY OF 2022. ALL FOUR HOSPITALS SHARE ONE EMPLOYER IDENTIFICATION NUMBER.AT THE TIME OF FILING THIS SCHEDULE H 990, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC WAS NOT REQUIRED TO CONDUCT AND APPROVE A COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY. A CHNA WILL BE CONDUCTED IN THE SUMMER AND FALL OF 2022 WITH APPROVAL OF THE CHNA IN MAY OF 2023 AND THE IMPLEMENTATION STRATEGY IN AUGUST OF 2023. HOWEVER, KEY PROGRAMS, STRATEGIES AND DEDICATED HOSPITAL RESOURCES INTENDED TO ADDRESS IDENTIFIED SIGNIFICANT COMMUNITY HEALTH NEEDS WERE IMPLEMENTED IN THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC SERVICE AREA. FROEDTERT HEALTH COMMUNITY ENGAGEMENT AND FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC HAVE DEDICATED EMPLOYEES AND BUDGETED FUNDS THAT WENT TOWARDS SERVING THE NEEDS OF THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC COMMUNITIES. COMMUNITY HEALTH EDUCATION AND OUTREACH PROGRAMS (CHRONIC DISEASE)FY2022 OUTCOMES/PROGRESS:- 210 INDIVIDUALS SERVED AT THE GRAFTON AND THIENSVILLE FARMER'S MARKETS.- 47 INDIVIDUALS WERE SERVED FOR THE ACTIVE PARKS PROGRAM IN OZAUKEE COUNTY.- ALL COMMUNITY EDUCATION CLASSES WERE VIRTUAL IN FY22. THERE WAS AN OVERALL TOTAL OF 622 PEOPLE SERVED WITH APPROXIMATELY 4 INDIVIDUALS SERVED FOR THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC.- ALL SUPPORT GROUPS WERE VIRTUAL IN FY22. THERE WAS AN OVERALL TOTAL OF 443 PEOPLE SERVED WITH APPROXIMATELY 3 INDIVIDUALS SERVED FOR THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC.COMMUNITY HEALTH EDUCATION AND OUTREACH PROGRAMS (BEHAVIORAL HEALTH) FY2022 OUTCOMES/PROGRESS:- 75 INDIVIDUALS WERE EDUCATED ABOUT SOCIAL ISOLATION AND LONELINESS AND 24 WERE SCREENED AT THE OZAUKEE COUNTY SENIOR CONFERENCE.- 602 INDIVIDUALS WERE SERVED FOR THE OZAUKEE COUNTY SCREEN FREE WEEK EVENT.DRUG COLLECTION (BEHAVIORAL HEALTH)AS PART OF OUR COMMITMENT TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY AND ADDRESS DRUG/HEROIN ADDICTION IN OUR COMMUNITIES, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN) PARTNERED WITH WAUKESHA COUNTY DRUG FREE COMMUNITIES COALITION, AND THE NEW BERLIN POLICE DEPARTMENT TO HOST A DRUG COLLECTION. FY 2022 OUTCOMES/PROGRESS: AT THE COLLECTIONS, AREA RESIDENTS DROPPED OFF 1,126 POUNDS OF PRESCRIPTION AND OVER-THE-COUNTER MEDICATIONS AND 644 AREA HOUSEHOLDS PARTICIPATED IN THE COLLECTION. THIS YEAR, LEADERS AND STAFF DEDICATED OVER 100 IN-KIND HOURS TO MAKE THE COLLECTIONS POSSIBLE. FLU CLINICS (CHRONIC DISEASE)FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN AND FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE OFFER FLU CLINICS FOR UNINSURED POPULATIONS.FY 2022 OUTCOMES/PROGRESS: - DURING THE FALL OF FISCAL YEAR 2022, 12 PEOPLE WERE IMMUNIZED AT THE NEW BERLIN FOOD PANTRY. THE CLINIC WAS STAFFED BY HOSPITAL PHARMACISTS AND SUPPORT STAFF WHO WERE CERTIFIED BY THE STATE TO ADMINISTER IMMUNIZATIONS. - DURING THE FALL OF FISCAL YEAR 2022, 11 PEOPLE WERE IMMUNIZED AT THE PEWAUKEE FOOD PANTRY. THE CLINIC WAS STAFFED BY HOSPITAL PHARMACISTS AND SUPPORT STAFF WHO WERE CERTIFIED BY THE STATE TO ADMINISTER IMMUNIZATIONS. SAFETY SATURDAYS/NATIONAL NIGHT OUT (INJURY)FY 2022 OUTCOMES/PROGRESS: - 360 INDIVIDUALS WERE SERVED FOR THE NEW BERLIN SAFETY SATURDAY EVENT.- 450 INDIVIDUALS WERE SERVED FOR NATIONAL NIGHT OUT IN OAK CREEK.HEALTH CARE CAREER EXPLORATION (WORKFORCE DEVELOPMENT)HIGH SCHOOL HEALTH CARE EXPLORATION ARE PROGRAMS THAT WE OFFER TO SHOWCASE HEALTHCARE CAREERS TO MIDDLE AND HIGH SCHOOL STUDENTS. PARTNERED WITH JUNIOR ACHIEVEMENT BY PROVIDING HEALTH CARE PROFESSIONALS TO SPEAK AT THEIR CAREER DAYS.FY 2022 OUTCOMES/PROGRESS:- FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN) PROVIDED INFORMATION ON HEALTH CARE CAREERS TO 156 JUNIOR ACHIEVEMENT STUDENTS AND 5 STAFF VOLUNTEERED THEIR TIME TO PROVIDE EDUCATION. - FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE) PROVIDED INFORMATION ON HEALTH CARE CAREERS TO 359 JUNIOR ACHIEVEMENT STUDENTS. 10 STAFF VOLUNTEERED THEIR TIME TO PROVIDE EDUCATION.- PROVIDED INTERNSHIPS AND PRECEPTOR PROGRAM GUIDANCE TO 15 NON-NURSING STUDENTSSEXUAL ASSAULT NURSE EXAMINER (SANE) AVAILABLE 24 HOURS A DAY (ACCESS TO CARE AND NAVIGATION/VIOLENCE)WHEN EMERGENCIES TAKE ON THE EVEN MORE TRAUMATIC ELEMENT OF SEXUAL ASSAULT, THE SPECIALLY TRAINED SANE PROGRAM STAFF HAS CREATED A SAFE HAVEN AT FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC FOR COMPREHENSIVE, COMPASSIONATE CARE. SANE STAFF ARE REGISTERED NURSES WITH ADVANCED TRAINING IN MEDICAL-FORENSIC EXAMINATION AND IN THE PSYCHOLOGICAL AND EMOTIONAL TRAUMA PATIENT'S EXPERIENCE. THEY CARE FOR VICTIMS OF ALL AGES, RACES AND POPULATIONS TO PROVIDE TIMELY EMOTIONAL SUPPORT. SANE NURSES ARE AVAILABLE TO SPEAK TO GROUPS AND ORGANIZATIONS. THEY ARE ALSO ABLE TO SERVE AS EXPERT WITNESSES IF CALLED TO TESTIFY AT A TRIAL. SERVICES PROVIDED:- PHYSICAL EXAMINATION AND WELLNESS CHECK - COLLECTION OF MEDICAL-FORENSIC EVIDENCE - ASSISTANCE WITH REPORTING THE CRIME TO POLICE, WHEN REQUESTED (MANDATORY REPORTING FOR CHILDREN) - ASSISTANCE WITH CONCERNS ABOUT SEXUALLY TRANSMITTED INFECTION AND PREGNANCY - ASSISTANCE WITH SAFETY PLANNING - DEVELOPMENT OF A MEDICAL FOLLOW-UP PLAN FY2022 OUTCOMES/PROGRESS:- SANE NURSES SCREENED 30 TOTAL PATIENTS AND PROVIDED REFERRALS AND CASE MANAGEMENT AFTER INITIAL CONSULTATION.- NEW BERLIN: 22; OAK CREEK: 5; PEWAUKEE: 3; MEQUON: 0DRIVESFY2022 OUTCOMES/PROGRESS:BLOOD DRIVE: 10 INDIVIDUALS DONATED BLOOD AT THE NEW BERLIN BLOOD DRIVE.HOLIDAY DRIVE: 22 ITEMS COLLECTED AT FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE & 30 ITEMS COLLECTED AT FROEDTERT COMMUNITY HOSPITAL- NEW BERLINHEALTHY SHELVES: OVER 300 ITEMS COLLECTED BY ALL FROEDTERT COMMUNITY HOSPITALS. |
| FH NEIGHBORHOOD HOSPITALS LLC | PART V, SECTION B, LINE 13B: IN ALIGNMENT WITH THE FROEDTERT HEALTH FINANCIAL ASSISTANCE POLICY FH NEIGHBORHOOD HOSPITALS LLC RESERVES THE RIGHT TO REVIEW EACH APPLICATION FOR FINANCIAL ASSISTANCE ON ITS OWN MERITS AND TO CONSIDER OTHER EXTENUATING CIRCUMSTANCES IN THE DECISION TO APPROVE OR DENY A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. THE APPLICANT'S GROSS FAMILY INCOME WILL BE DETERMINED USING MODIFIED ADJUSTED GROSS INCOME (MAGI). MODIFIED ADJUSTED GROSS INCOME INCLUDES BOTH EARNED INCOME AND PASSIVE INCOME RECEIVED AND COMPARED TO THE ANNUAL FEDERAL POVERTY GUIDELINES SET FORTH BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. A PATIENT WHO HAS AN ANNUAL GROSS INCOME EQUAL TO OR LESS THAN 400% OF THE CURRENT YEAR'S POVERTY GUIDELINES WILL NOT PAY MORE THAN 15% OF THEIR ANNUAL GROSS INCOME ON ANY SINGLE ACCOUNT DURING THE APPROVED ELIGIBILITY TIMEFRAME. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME EQUAL OR LESS THAN 250% OF THE FPL MAY QUALIFY FOR A 100% DISCOUNT. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME BETWEEN 250% AND 400% OF THE FPL MAY QUALIFY FOR A DISCOUNT ON A SLIDING SCALE. IN ADDITION TO INCOME, FH NEIGHBORHOOD HOSPITALS LLC ALSO TAKES CERTAIN ASSETS INTO CONSIDERATION. ASSETS PROTECTED FROM FINANCIAL EVALUATION INCLUDE A HOUSEHOLD'S RETIREMENT ASSETS, HOME EQUITY, AND A PORTION OF CASH AND SAVINGS ASSETS. |
| FH NEIGHBORHOOD HOSPITALS LLC | PART V, SECTION B, LINE 13H: OUT OF POCKET MAXIMUM DISCOUNT |
| FH NEIGHBORHOOD HOSPITALS LLC | PART V, SECTION B, LINE 20E: WE REQUEST ADDITIONAL DOCUMENTATION WHEN AN INDIVIDUAL HAS SUBMITTED AN INCOMPLETE FINANCIAL ASSISTANCE APPLICATION. |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 3C | IN ALIGNMENT WITH THE FROEDTERT HEALTH, INC. FINANCIAL ASSISTANCE POLICY FH NEIGHBORHOOD HOSPITALS LLC RESERVES THE RIGHT TO REVIEW EACH APPLICATION FOR FINANCIAL ASSISTANCE ON ITS OWN MERITS AND TO CONSIDER OTHER EXTENUATING CIRCUMSTANCES IN THE DECISION TO APPROVE OR DENY A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. THE APPLICANT'S GROSS FAMILY INCOME WILL BE COMPARED TO THE ANNUAL FEDERAL POVERTY GUIDELINES SET FORTH BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. A PATIENT WHO HAS AN ANNUAL GROSS INCOME EQUAL TO OR LESS THAN 400% OF THE CURRENT YEAR'S POVERTY GUIDELINES WILL NOT PAY MORE THAN 15% OF THEIR ANNUAL GROSS INCOME ON ANY SINGLE ACCOUNT DURING THE APPROVED ELIGIBILITY TIMEFRAME. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME EQUAL OR LESS THAN 250% OF THE FPG MAY QUALIFY FOR A 100% DISCOUNT. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME BETWEEN 250% AND 400% OF THE FPG MAY QUALIFY FOR A DISCOUNT ON A SLIDING SCALE. IN ADDITION TO INCOME, FH NEIGHBORHOOD HOSPITALS LLC ALSO TAKES CERTAIN ASSETS INTO CONSIDERATION. ASSETS PROTECTED FROM FINANCIAL EVALUATION INCLUDE A PORTION OF A HOUSEHOLD'S RETIREMENT ASSETS, CASH, SAVINGS ASSETS AND HOME EQUITY. |
| PART 1, LINE 6A | EVERY YEAR, FROEDTERT HEALTH PRODUCES AN ANNUAL REPORT TO THE COMMUNITY HIGHLIGHTING COMMUNITY OUTREACH PROGRAMS, PATIENT IMPACT STORIES AND INVESTMENTS IN THE COMMUNITIES WE SERVE. THE REPORT IS MAILED TO OVER 150 AREA NON-PROFITS, CHAMBERS OF COMMERCE, HOSPITAL PARTNERS, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC BOARD OF DIRECTORS, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC LEADERS AND STAFF, GOVERNMENT OFFICIALS, BUSINESS LEADERS AND OTHER COMMUNITY MEMBERS. A COPY OF THE MOST RECENT REPORT CAN BE FOUND AT HTTPS://WWW.FROEDTERT.COM/ABOUT/ANNUAL-REPORTS |
| PART 1, LINE 7F | TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25 COLUMN (A) IS $843,708,052. THIS INCLUDES THE EXPENSES FOR ALL ACTIVITIES OF FROEDTERT HEALTH, INC. (NOT JUST RELATED TO THE COMMUNITY HOSPITALS). THEREFORE, THE PERCENTAGES ON PART I, LINE 7 COLUMN F ARE LOW. |
| PART VI, LINE 3 | FH NEIGHBORHOOD HOSPITALS LLC INFORMS AND EDUCATES PATIENTS REGARDING FINANCIAL ASSISTANCE AND GOVERNMENT PROGRAM ELIGIBILITY IN A NUMBER OF WAYS. ITS COMMUNICATION EFFORTS ALSO ADDRESS SPECIAL NEEDS OF PATIENTS AND THEIR FAMILIES, SUCH AS HEARING OR VISUAL IMPAIRMENT OR LANGUAGE INTERPRETATION.INFORMATION ON HOSPITAL-BASED FINANCIAL SUPPORT POLICIES AND GOVERNMENT PROGRAMS ARE MADE AVAILABLE TO PATIENTS DURING THE PRE-REGISTRATION AND REGISTRATION PROCESSES THROUGH BROCHURES, SIGNAGE AND DIRECT CONTACT WITH FINANCIAL COUNSELORS, SOCIAL WORKERS / CASE MANAGERS AND REGISTRATION STAFF. PATIENT BILLING STATEMENTS ALSO INFORM PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. THE FROEDTERT HEALTH, INC. WEBSITE CONTAINS INFORMATION REGARDING PRICING, HOW TO UNDERSTAND YOUR HOSPITAL BILL, AND HOW TO APPLY FOR FINANCIAL ASSISTANCE. FH NEIGHBORHOOD HOSPITALS LLC HAS MADE FINANCIAL ASSISTANCE FORMS AND INFORMATION AVAILABLE IN SPANISH. FINANCIAL COUNSELORS SCREEN UNINSURED PATIENTS FOR GOVERNMENT PROGRAM ELIGIBILITY AND SOCIAL SERVICES STAFF ARE AVAILABLE TO ASSIST PATIENTS WITH ENROLLMENT PROCESSES. PATIENTS WHO ARE UNINSURED, THOSE COVERED BY GOVERNMENT PROGRAMS AND THOSE WITH LIMITED FINANCIAL MEANS MAY ALSO BE ELIGIBLE FOR CHARITY CARE OR DISCOUNTS THROUGH THE FH NEIGHBORHOOD HOSPITALS LLC'S FINANCIAL ASSISTANCE PROGRAM. FINANCIAL COUNSELORS MAKE EVERY EFFORT TO DETERMINE A PATIENT'S ELIGIBILITY PRIOR TO OR AT THE TIME OF ADMISSION OR SERVICE. HOWEVER, DETERMINATION FOR FINANCIAL ASSISTANCE CAN BE MADE DURING ANY STAGE OF THE PATIENT'S STAY AFTER STABILIZATION, OR THE COLLECTION CYCLE. |
| PART VI, LINE 4 | 4. COMMUNITY INFORMATIONOVERVIEWFROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN, FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE, FROEDTERT COMMUNITY HOSPITAL- OAK CREEK, AND FROEDTERT COMMUNITY HOSPITAL- MEQUON), PART OF THE FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN HEALTH NETWORK, ARE SMALL-SCALE HOSPITALS PROVIDING PATIENTS HIGH-QUALITY CARE CLOSE TO HOME. AS CMS-CERTIFIED, STATE-LICENSED AND ACCREDITED ACUTE-CARE HOSPITALS, THEY FEATURE AN EMERGENCY DEPARTMENT, INPATIENT BEDS, LABORATORY, PHARMACY AND IMAGING SERVICES. MISSION STATEMENTFROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN ADVANCE THE HEALTH OF THE PEOPLE OF THE DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY. SERVICE AREA AND DEMOGRAPHICSTHE COMMUNITY IS DEFINED AS NORTHEAST AND SOUTHEAST WAUKESHA COUNTY. ALL PROGRAMS, ACTIVITIES, AND PARTNERSHIPS UNDER THE FUTURE CHNA WILL BE DELIVERED IN WAUKESHA COUNTY. HOWEVER FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC'S TOTAL SERVICE AREA CONSISTS OF WAUKESHA COUNTY AS WELL AS ZIP CODES IN WESTERN MILWAUKEE COUNTY. FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC DETERMINES ITS PRIMARY AND SECONDARY SERVICE AREAS BY COMPLETING AN ANNUAL REVIEW AND ANALYSIS OF HOSPITAL DISCHARGES AND MARKET SHARE ACCORDING TO VARIOUS DETERMINANTS.FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE SERVICE AREA REFLECTS THESE ZIP CODES - 53029 (HARTLAND), 53045 (BROOKFIELD), 53058 (NASHOTAH), 53072 (PEWAUKEE), 53089 (SUSSEX), 53186 (WAUKESHA), 53188 (WAUKESHA), 53056 (MERTON) FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN SERVICE AREA REFLECTS THESE ZIP CODES - 53005 (BROOKFIELD), 53045 (BROOKFIELD), 53051 (MENOMONEE FALLS), 53072 (PEWAUKEE), 53103 (BIG BEND), 53122 (ELM GROVE), 53129 (GREENDALE), 53130 (HALES CORNERS), 53132 (FRANKLIN), 53146 (NEW BERLIN), 53149 (MUKWONAGO), 53150 (MUSKEGO), 53151 (NEW BERLIN), 53185 (WATERFORD), 53186 (WAUKESHA), 53188 (WAUKESHA), 53189 (WAUKESHA), 53213 (MILWAUKEE), 53214 (MILWAUKEE), 53219 (MILWAUKEE), 53220 (MILWAUKEE), 53221 (MILWAUKEE), 53226 (MILWAUKEE), 53227 (MILWAUKEE), 53228 (MILWAUKEE)FROEDTERT COMMUNITY HOSPITAL- OAK CREEK SERVICE AREA REFLECTS THESE ZIP CODES - 53108 (CALEDONIA), 53110 (CUDAHY), 52319 (GREENDALE), 53130 (HALES CORNERS), 53132 (FRANKLIN), 53154 (OAK CREEK), 53172 (SOUTH MILWAUKEE), 53207 (MILWAUKEE), 53220 (MILWAUKEE), 53221 (MILWAUKEE), 53228 (MILWAUKEE), AND 53235 (SAINT FRANCIS)FROEDTERT COMMUNITY HOSPITAL- MEQUON SERVICE AREA REFLECTS THESE ZIP CODES - 53004 (BELGIUM), 53012 (CEDARBURG), 53021 (FREDONIA), 53024 (GRAFTON), 53074 (PORT WASHINGTON), 53080 (SAUKVILLE), 53092 (MEQUON), 53097 (MEQUON), AND 53217 (MILWAUKEE)FROEDTERT NEW BERLIN COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 14.44%$25,000-$49,999 19.51%$50,000-$99,999 33.40%$100,000 AND UP 32.65%TOTAL HOUSEHOLDS 242,916FROEDTERT NEW BERLIN COMMUNITY HOSPITAL PAYER SOURCE FY21 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 28.1%MEDICAID 12.4%MEDICARE 57.0%OTHER GOVERMENT 1.1%OTHER/SELF PAY 1.5% SOURCE: WHA FROEDTERT NEW BERLIN COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 87.38%AFRICAN AMERICAN 2.83%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.04%NATIVE AMERICA 0.52%TWO OR MORE RACES 2.36%OTHER 2.49%HISPANIC 8.43%TOTAL POPULATION 587,056FROEDTERT NEW BERLIN COMMUNITY HOSPITAL PAYER SOURCE FY22 Q3 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 27.7%MEDICAID 12.1%MEDICARE 57.1%OTHER GOVERMENT 1.3%OTHER/SELF PAY 1.9% SOURCE: WHA FROEDTERT PEWAUKEE COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 12.58%$25,000-$49,999 17.27%$50,000-$99,999 29.85%$100,000 AND UP 40.30%TOTAL HOUSEHOLDS 64,696FROEDTERT PEWAUKEE COMMUNITY HOSPITAL PAYER SOURCE FY21 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 31.7%MEDICAID 10.8%MEDICARE 54.6%OTHER GOVERMENT 1.3%OTHER/SELF PAY 1.5% SOURCE: WHAFROEDTERT PEWAUKEE COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 89.28%AFRICAN AMERICAN 1.81%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.06%NATIVE AMERICA 0.32%TWO OR MORE RACES 1.93%OTHER 1.89%HISPANIC 7.04%TOTAL POPULATION 162,592FROEDTERT PEWAUKEE COMMUNITY HOSPITAL PAYER SOURCE FY22 Q3 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 31.8%MEDICAID 10.2%MEDICARE 55.3%OTHER GOVERMENT 1.0%OTHER/SELF PAY 1.7% SOURCE: WHAFROEDTERT OAK CREEK COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 84.90%AFRICAN AMERICAN 3.50%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.03%NATIVE AMERICA 0.84%TWO OR MORE RACES 2.80%OTHER 3.70%HISPANIC 12.33%TOTAL POPULATION 269,785FROEDTERT OAK CREEK COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 16.77%$25,000-$49,999 22.23%$50,000-$99,999 36.05%$100,000 AND UP 24.95%TOTAL HOUSEHOLDS 113,701FROEDTERT MEQUON COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 91.69%AFRICAN AMERICAN 2.38%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.02%NATIVE AMERICA 0.27%TWO OR MORE RACES 1.71%OTHER 0.72%HISPANIC 3.31%TOTAL POPULATION 121,428FROEDTERT MEQUON COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 9.97%$25,000-$49,999 15.50%$50,000-$99,999 28.27%$100,000 AND UP 46.26%TOTAL HOUSEHOLDS 48,282 |
| PART VI, LINE 5 | 5. PROMOTION OF COMMUNITY HEALTHTHE FROEDTERT COMMUNITY HOSPITAL-PEWAUKEE COMMUNITY ADVISORY COMMITTEE IS ADVISORY TO FROEDTERT COMMUNITY HOSPITAL MANAGEMENT COMMITTEE. FROEDTERT COMMUNITY HOSPITAL-PEWAUKEE COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER PEWAUKEE COMMUNITY. THE MEMBERS REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASED UNDERSTANDING OF THE ROLE FROEDTERT HEALTH IS SERVING THE COMMUNITY. FUNCTIONS:- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN THE HOSPITAL'S PRIMARY SERVICE AREA.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.- ASSIST IN THE DEVELOPMENT AND OUTCOMES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY IN PARTNERSHIP WITH THE COMMUNITY HOSPITAL'S MANAGEMENT TEAM EVERY THREE YEARS.THE FROEDTERT COMMUNITY HOSPITAL-NEW BERLIN COMMUNITY ADVISORY COMMITTEE IS ADVISORY TO FROEDTERT COMMUNITY HOSPITAL MANAGEMENT COMMITTEE. THE FROEDTERT COMMUNITY HOSPITAL-NEW BERLIN COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER NEW BERLIN COMMUNITY. THE MEMBERS WILL REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASE UNDERSTANDING OF THE ROLE OF FROEDTERT HEALTH IN SERVING THE COMMUNITY. FUNCTIONS:- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN THE HOSPITAL'S PRIMARY SERVICE AREA.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.- ASSIST IN THE DEVELOPMENT AND OUTCOMES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY IN PARTNERSHIP WITH THE COMMUNITY HOSPITAL'S MANAGEMENT TEAM EVERY THREE YEARS.THE FROEDTERT COMMUNITY HOSPITAL-MEQUON COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER MEQUON COMMUNITY. THE MEMBERS WILL REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASE UNDERSTANDING OF THE ROLE OF FROEDTERT HEALTH IN SERVING THE COMMUNITY. FUNCTIONS- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN MEQUON AND SURROUNDING COMMUNITIES.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO DISSEMINATE INFORMATION ON PROGRAMS AND SERVICES PROVIDED AT FROEDTERT COMMUNITY HOSPITAL-MEQUON TO BENEFIT THE HEALTH OF THE LOCAL CITIZENRY. - TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.THE FROEDTERT COMMUNITY HOSPITAL-OAK CREEK COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER OAK CREEK COMMUNITY. THE MEMBERS WILL REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASE UNDERSTANDING OF THE ROLE OF FROEDTERT HEALTH IN SERVING THE COMMUNITY. FUNCTIONS- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN OAK CREEK AND SURROUNDING COMMUNITIES.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO DISSEMINATE INFORMATION ON PROGRAMS AND SERVICES PROVIDED AT FROEDTERT COMMUNITY HOSPITAL-OAK CREEK TO BENEFIT THE HEALTH OF THE LOCAL CITIZENRY. - TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS. |
| PART VI, LINE 6 | 6. AFFILIATED HEALTH SYSTEMFROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN, FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE, FROEDTERT COMMUNITY HOSPITAL- OAK CREEK AND FROEDTERT COMMUNITY HOSPITAL- MEQUON), PART OF THE FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN HEALTH NETWORK, ARE SMALL-SCALE HOSPITALS PROVIDING PATIENTS HIGH-QUALITY CARE CLOSE TO HOME. AS CMS-CERTIFIED, STATE-LICENSED AND ACCREDITED ACUTE-CARE HOSPITALS, THEY FEATURE AN EMERGENCY DEPARTMENT, INPATIENT BEDS, LABORATORY, PHARMACY AND IMAGING SERVICES. FROEDTERT MEMORIAL LUTHERAN HOSPITAL, FROEDTERT MENOMONEE FALLS HOSPITAL, FROEDTERT WEST BEND HOSPITALS, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC, AND HOLY FAMILY MEMORIAL MADE SIGNIFICANT INVESTMENTS IN THE HEALTH OF THEIR COMMUNITIES. PATIENTS WHO COULDN'T PAY FOR THEIR MEDICAL CARE RECEIVED MORE THAN $183 MILLION IN UNCOMPENSATED SERVICES. BEYOND PROVIDING CARE FOR THE UNINSURED/UNDERINSURED PATIENTS, WE CONTRIBUTED $129 MILLION TO IMPROVE ACCESS TO CARE, TEACH FUTURE HEALTHCARE PROFESSIONALS, DEVELOP NEW MEDICAL THERAPIES AND PARTICIPATE IN LOCAL PARTNERSHIPS AIMED AT REDUCING HEALTH DISPARITIES.FROEDTERT HEALTH MEMBERS DEVELOP COMMUNITY BENEFIT STRATEGIES AND GOALS BASED ON THE UNIQUE NEEDS OF EACH OF THEIR COMMUNITIES. BY CONDUCTING REGULAR COMMUNITY NEEDS ASSESSMENTS THAT MONITOR CRITICAL PUBLIC HEALTH ISSUES, AND ACTIVELY SEEKING COMMUNITY INPUT, THE HOSPITALS HAVE BUILT IMPORTANT LOCAL RELATIONSHIPS THAT PROVIDE MEANINGFUL OUTREACH PROGRAMS THAT LINK EACH HOSPITAL TO THEIR NEIGHBORS AND PATIENTS. AS A NOT-FOR-PROFIT HEALTH SYSTEM, FROEDTERT HEALTH REINVESTS ITS SURPLUS FUNDS BACK INTO THE COMMUNITY THROUGH PROGRAMS TO SERVE THE POOR AND UNINSURED, TEACH FUTURE HEALTHCARE PROFESSIONALS, DEVELOP NEW MEDICAL THERAPIES, MANAGE CHRONIC CONDITIONS LIKE DIABETES, HEALTH EDUCATION AND PROMOTION INITIATIVES, AND PARTICIPATE IN LOCAL PARTNERSHIPS AIMED AT REDUCING HEALTH DISPARITIES. FOR MORE INFORMATION ABOUT FROEDTERT HEALTH, VISIT WWW.FROEDTERT.COM |
| PART VI, LINE 7 | 7. STATE FILING OF COMMUNITY BENEFIT REPORTCOMMUNITY BENEFIT DATA IS REPORTED ANNUALLY TO THE WISCONSIN HOSPITAL ASSOCIATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACOBSON CATHERINE | ||||||||||||||
| DIRECTOR & CEO/PRESIDENT | $1,468,173 | $0 | $1,497,717 | $0 | $483,834 | $0 | $385,004 | $0 | $33,855 | $0 | $3,868,583 | $0 | $480,246 | $0 |
| TRUWIT JONATHON | ||||||||||||||
| ENTERPRISE CHIEF MEDICAL OFF | $658,300 | $0 | $477,211 | $0 | $1,025,521 | $0 | $131,008 | $0 | $18,086 | $0 | $2,310,126 | $0 | $969,163 | $0 |
| HAWIG SCOTT | ||||||||||||||
| TREASURER | $859,606 | $0 | $673,905 | $0 | $235,572 | $0 | $195,895 | $0 | $33,110 | $0 | $1,998,088 | $0 | $213,362 | $0 |
| BEHL MARK | ||||||||||||||
| DIRECTOR & EVP/FH COO | $752,801 | $0 | $649,880 | $0 | $22,018 | $0 | $170,238 | $0 | $30,470 | $0 | $1,625,407 | $0 | $0 | $0 |
| OLSON DAVID | ||||||||||||||
| SR VP & CHIEF STRATEGY OFF | $569,463 | $0 | $418,587 | $0 | $169,763 | $0 | $135,660 | $0 | $34,063 | $0 | $1,327,536 | $0 | $144,336 | $0 |
| HUMPHREY ERIC | ||||||||||||||
| FH SR VP/CHIEF HR OFFICER | $528,824 | $0 | $564,509 | $0 | $36,068 | $0 | $122,928 | $0 | $33,405 | $0 | $1,285,734 | $0 | $33,146 | $0 |
| MARQUARDT AMY | ||||||||||||||
| SECR & SR VP CHIEF LEGAL OFF | $553,945 | $0 | $407,714 | $0 | $110,213 | $0 | $131,853 | $0 | $34,024 | $0 | $1,237,749 | $0 | $87,775 | $0 |
| CONLEY ERIC | ||||||||||||||
| FMLH PRESIDENT | $612,605 | $0 | $406,478 | $0 | $21,510 | $0 | $144,913 | $0 | $33,188 | $0 | $1,218,694 | $0 | $0 | $0 |
| ERICSON ALLEN | ||||||||||||||
| CHD PRESIDENT | $520,540 | $0 | $316,434 | $0 | $177,099 | $0 | $125,978 | $0 | $33,844 | $0 | $1,173,895 | $0 | $152,316 | $0 |
| LODES MARK | ||||||||||||||
| VP-POP HEALTH & MED ED | $516,573 | $0 | $279,740 | $0 | $196,452 | $0 | $73,097 | $0 | $34,268 | $0 | $1,100,130 | $0 | $175,284 | $0 |
| BASILOTTO STEPHEN | ||||||||||||||
| FH SR VP/CHIEF EXPERIENCE OFF | $479,190 | $0 | $355,590 | $0 | $21,287 | $0 | $116,708 | $0 | $34,137 | $0 | $1,006,912 | $0 | $0 | $0 |
| WEBB DIXON RICHELLE | ||||||||||||||
| FMLH COO | $486,790 | $0 | $297,513 | $0 | $31,366 | $0 | $118,722 | $0 | $34,638 | $0 | $969,029 | $0 | $0 | $0 |
| KLAUCK JAMES | ||||||||||||||
| SR VP ANCILLARY SVCS | $378,332 | $0 | $236,296 | $0 | $126,687 | $0 | $100,399 | $0 | $37,884 | $0 | $879,598 | $0 | $103,665 | $0 |
| LUX TERESA | ||||||||||||||
| CHD COO | $413,251 | $0 | $251,280 | $0 | $90,723 | $0 | $105,582 | $0 | $14,443 | $0 | $875,279 | $0 | $68,905 | $0 |
| JACOB SONY | ||||||||||||||
| FH CIO | $456,872 | $0 | $210,850 | $0 | $20,502 | $0 | $105,062 | $0 | $27,842 | $0 | $821,128 | $0 | $0 | $0 |
| CEELEN JOHN | ||||||||||||||
| PAST SR VP FINANCE | $69,160 | $0 | $0 | $0 | $725,470 | $0 | $14,192 | $0 | $8,612 | $0 | $817,434 | $0 | $448,200 | $0 |
| BALZER JOHN | ||||||||||||||
| FORMER - KEY EMP (VP FAC PLAN) | $152,396 | $0 | $164,169 | $0 | $124,044 | $0 | $19,442 | $0 | $11,804 | $0 | $471,855 | $0 | $0 | $0 |
| MCCLELLAN NINA | ||||||||||||||
| FORMER - KEY EMP (FH CIO) | $0 | $0 | $0 | $0 | $165,927 | $0 | $4,102 | $0 | $30 | $0 | $170,059 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING: WEBB DIXON, RICHELLE - $10,019 ($6,500 ACTUAL + $3,519 GROSS UP) HEALTH AND FITNESS (STANDARD EMPLOYEE BENEFIT): KLAUCK, JAMES - $100 |
| PART I, LINES 4A-B | SEVERANCE: CEELEN, JOHN - $269,965 MCCLELLAN, NINA - $164,072 457(F) DISTRIBUTIONS: CEELEN, JOHN - $448,200 ERICSON, ALLEN - $152,316 HAWIG, SCOTT - $213,362 HUMPHREY, ERIC - $33,146 JACOBSON, CATHERINE - $480,246 KLAUCK, JAMES - $103,665 LODES, MARK - $175,284 LUX, TERESA - $68,905 MARQUARDT, AMY - $87,775 OLSON, DAVID - $144,336 TRUWIT, JONATHON - $969,163 NON-QUALIFIED DISTRIBUTIONS: TRUWIT, JONATHON - $21,647 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) 457(F) PLAN PARTICIPANTS: BASILOTTO, STEPHEN BEHL, MARK CEELEN, JOHN CONLEY, ERIC ERICSON, ALLEN HAWIG, SCOTT HUMPHREY, ERIC JACOB, SONY JACOBSON, CATHERINE KLAUCK, JAMES LODES, MARK LUX, TERESA MARQUARDT, AMY OLSON, DAVID TRUWIT, JONATHON WEBB DIXON, RICHELLE NON-QUALIFIED PARTICIPANTS: TRUWIT, JONATHON |
| PART I, LINE 7 | BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME. |
| PART II, COLUMN (B)(II): | BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID. |
| PART II, COLUMN (B)(III): | OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AMOUNTS PAID IN LIEU OF 457(F) DEFERRED COMPENSATION PLAN CONTRIBUTIONS, AND OTHER MISCELLANEOUS COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATION AUTHORITY | ||||||||
| A | 391337855 | 97710B6D9 | 2012-10-11 | $167,195,354 | SEE PART VI | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATION AUTHORITY | ||||||||
| B | 391337855 | 97712DWA0 | 2017-04-20 | $272,670,229 | SEE PART VI | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATION AUTHORITY | ||||||||
| C | 391337855 | 97712D8U3 | 2021-06-24 | $69,375,016 | SEE PART VI | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATION AUTHORITY | ||||||||
| D | 391337855 | 97712D8W9 | 2021-06-24 | $80,835,011 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,045,000 | $168,720,537 | $1,689,952 | $118,390,733 | $48,639,852 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $25,125,000 | $272,795,372 | $2,053,047 | $20,275,833 | $250,466,492 | 2019 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| C | $3,095,000 | $69,375,016 | $725,000 | $68,650,016 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $80,835,011 | $835,000 | $80,000,011 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00040 | 0.00040 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00390 | 0.00390 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00470 | 0.00470 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| MORGAN STANLEY | ||||||||||||
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 26.100000000000 | Yes (1) | 0 |
| BARCLAYS | ||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 27.300000000000 | Yes (1) | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN F: | BOND A: 2012A - THE PURPOSE OF THE ISSUE IS TO (I) FINANCE CONSTRUCTION OF THE FROEDTERT HOSPITAL CENTER FOR ADVANCED CARE (II) ADVANCE REFUND SERIES 2003 BONDS ISSUED: 02/05/2003 AND CURRENT REFUND SERIES 2001 BONDS ISSUED: 09/15/2001. BOND B: 2017A - THE PURPOSE OF THE ISSUE IS TO (I) PAY OR REIMBURSE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, AND EQUIPPING CERTAIN HOSPITAL FACILITIES INCLUDING, BUT NOT LIMITED TO, A NEW INTEGRATED PROCDURAL PLATFORM AT FROEDTERT MEMORIAL LUTHERAN HOSPITAL (II) CURRENT REFUND SERIES 2013B BONDS ISSUED: 12/11/2013 AND ADVANCE REFUND SERIES 2009C BONDS ISSUED: 10/22/2009. BOND C: 2021A - THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2013A BONDS ISSUED 12/11/2013. BOND D: 2021B - THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2017B BONDS ISSUED: 04/27/2017. |
| PART II, LINE 3, COLUMN A: | TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $1,525,183. |
| PART II, LINE 3, COLUMN B: | TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $125,143. PART II, LINE 3, COLUMN C: TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $16. PART II, LINE 3, COLUMN D: TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $11. |
| PART II, LINE 11, COLUMNS A, B, C, & D: | THE OTHER SPENT PROCEEDS RELATE TO THE REFUNDING PROCEEDS OF THE ISUES NO LONGER IN ESCROW. |
| PART III, LINE 3D, COLUMNS A, B, C, & D: | ALL CONTRACTS ARE ROUTINELY REVIEWED BY IN HOUSE COUNSEL |
| PART IV, LINE 2C, COLUMN A: | A REBATE CALCULATION WAS PERFORMED ON 10/01/2017 WITH NO REBATE DUE. |
| PART IV, LINE 2C, COLUMN B: | A REBATE CALCULATION WAS PERFORMED ON 4/15/2022 WITH NO REBATE DUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 5 AND PART V, LINE 2 | FROEDTERT HEALTH, INC. IS THE COMMON LAW EMPLOYER FOR THE FROEDTERT HEALTH SYSTEM WHICH INCLUDES FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., FROEDTERT HOSPITAL FOUNDATION, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., COMMUNITY MEMORIAL FOUNDATION OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., ST. JOSEPH'S COMMUNITY FOUNDATION, INC., COMMUNITY OUTPATIENT HEALTH SERVICES OF MENOMONEE FALLS, INC., AND HOLY FAMILY MEMORIAL, INC. CENTRALLY MANAGED CORPORATE ACCOUNTING POLICY EFFECTIVE JULY 1, 2013, FROEDTERT HEALTH, INC. ADOPTED AN INTERNAL ACCOUNTING POLICY FOR CERTAIN BALANCE SHEET AND INCOME STATEMENT MATTERS THAT ARE CENTRALLY MANAGAGED BY FROEDTERT HEALTH AS THE PARENT CORPORATION.THE POLICY STATES THAT ASSETS AND LIABILITIES RELATED TO CENTRALLY MANAGED PROGRAMS WILL BE ACCOUNTED FOR ON THE PARENT CORPORATION'S CONSOLIDATED BALANCE SHEET AND WILL NOT BE ALLOCATED TO ANY OF THE AFFILIATE BALANCE SHEETS. AS A RESULT OF THIS NEW POLICY, FROEDTERT HEALTH, INC.'S BALANCE SHEET NOW INCLUDES LONG TERM INVESTMENTS, LONG TERM DEBT, AND THE RELATED SWAP LIABILITY FOR ALL THE CONSOLIDATED AFFILIATES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS, ETC. DAVID LUBAR AND KURT BECHTOLD - BUSINESS RELATIONSHIP MARY ELLEN STANEK AND JOHN SCHLIFSKE - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS FROEDTERT HEALTH, INC. ACCOUNTING STAFF PREPARE FORM 990 WHICH IS REVIEWED BY FROEDTERT HEALTH, INC. FINANCIAL LEADERS. THE 990 IS THEN REVIEWED BY KPMG, FROEDTERT HEALTH, INC.'S OUTSIDE ACCOUNTING FIRM. NEXT, THE 990 IS PROVIDED TO THE FROEDTERT HEALTH, INC. AUDIT COMMITTEE AND BOARD OF DIRECTORS. FINALLY, THE 990 IS FILED AS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS ON AN ANNUAL BASIS ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DATA IS COMPILED, AND THE FROEDTERT HEALTH, INC. VICE PRESIDENT-CHIEF COMPLIANCE OFFICER (CCO), THE SENIOR VICE-PRESIDENT-GENERAL COUNSEL AND/OR DELEGATE WILL REVIEW ALL FORMS AND NOTIFICATIONS TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST IN THE DISCLOSURE DOCUMENTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THEN THE INDIVIDUAL MAKING THE DISCLOSURE SHALL BE RELIEVED OF HIS/HER OBLIGATIONS ON BEHALF OF FROEDTERT HEALTH, INC. WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT THAT CREATES THE CONFLICT OF INTEREST. A REPORT OF ALL CONFLICTS OF INTEREST WILL BE MADE BY THE FROEDTERT HEALTH CCO AT LEAST ANNUALLY TO THE FROEDTERT HEALTH, INC. FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO AND TOP MANAGEMENT, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. LINE 15B COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S OFFICERS & KEY EMPLOYEES, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE FROEDTERT HEALTH, INC.'S QUARTERLY FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC ONLINE THROUGH THE DIGITAL ASSURANCE CORPORATION, INC. WEBSITE. ANYONE CAN REGISTER TO RECEIVE ONGOING ACCESS TO AND NOTIFICATIONS REGARDING FINANCIAL STATEMENTS AT THE ONLINE WEBSITE. ADDITIONALLY, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE CORPORATE OFFICE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHG IN ACC PENSION OTHER THAN NET PER BENEFIT COST -8,897,000. CHANGE IN UNREALIZED GAINS/LOSSES NETWORK HEALTH, INC. -10,618,530. TRANSFER TO HEALTH SYSTEM 153,443,090. UNRESTRICTED CAPITAL CONTRIBUTIONS/DISTRIBUTIONS 237,427. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| INCEPTION HEALTH LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 202636740 | HLTHCARE SVCS | WI | $5,469,729 | $20,285,101 | FRDTERT HLTH |
| INTEGRATED HOLDINGS LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 474146678 | INVST HOLD CO | WI | $121,964 | FRDTERT HLTH | |
| EXCEEDENT LLC | |||||||||
| W129 N7055 NORTHFIELD DRIVE | MENOMONEE FALLS | WI | 53051 | 475622344 | HLTHCARE ADM | WI | $3,776,972 | $2,100,407 | FRDTERT HLTH |
| FROEDTERT HEALTH PHARMACY SOLUTIONS LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 834272550 | PHCY MGT CO | WI | FRDTERT HLTH | ||
| WAUKESHA SURGERY CENTER LLC | |||||||||
| 2400 GOLF ROAD | PEWAUKEE | WI | 53072 | 811166201 | HLTHCARE SVCS | WI | FRDTERT HLTH | ||
| INCEPTION HEALTH OPERATIONS LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | HLTHCARE SVCS | WI | FRDTERT HLTH | |||
| INCEPTION HEALTH INVESTMENTS LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | INVST HOLD CO | WI | FRDTERT HLTH | |||
| FROEDTERT HEALTH ASC ENTERPRISE LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 832280144 | ASC MGT CO | WI | $0 | $845 | FRDTERT HLTH |
| FROEDTERT HEALTH HOME INFUSION LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 834425449 | HLTHCARE SVCS | WI | $14,767,150 | $7,818,754 | FRDTERT HLTH |
| FROEDTERT HEALTH PHARMACY LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 834360574 | HLTHCARE SVCS | WI | $146,588,082 | $12,969,652 | FRDTERT HLTH |
| FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 843381796 | HLTHCARE SVCS | WI | $19,793,273 | $42,522,288 | FRDTERT HLTH |
| WEST BEND SURGERY CENTER LLC | |||||||||
| 3212 PLEASANT VALLEY ROAD | WEST BEND | WI | 53095 | 391954169 | HLTHCARE SVCS | WI | $7,769,731 | $2,737,392 | FRDTERT HLTH |
| VERTU RX LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 843383433 | HLTHCARE SVCS | WI | $632,805 | $50,000 | FRDTERT HLTH |
| FROEDTERT HEALTH WORKFORCE HEALTH LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 842528774 | HLTHCARE SVCS | WI | FRDTERT HLTH | ||
| FROEDTERT HEALTH RE VENTURES-PEWAUKEE | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | HLTHCARE SVCS | WI | FRDTERT HLTH | |||
| INCEPTION HEALTH SERVICES LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | HLTHCARE SVCS | WI | FRDTERT HLTH | |||
| BFHFM LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 862031621 | HLTHCARE SVCS | WI | FRDTERT HLTH | ||
| NATIONAL LABORATORY NETWORK LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 883305667 | HLTHCARE SVCS | WI | FRDTERT HLTH | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 396105970 | HOSPITAL | WI | 501 (C) (3) | 3 | FRDTERT HLTH | Yes (1) |
| COMMUNITY MEMORIAL HOSPITAL OF MF | ||||||||||
| W180 N8085 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 390987025 | HOSPITAL | WI | 501 (C) (3) | 3 | FRDTERT HLTH | Yes (1) |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB | ||||||||||
| 3200 PLEASANT VALLEY ROAD | WEST BEND | WI | 53095 | 390806302 | HOSPITAL | WI | 501 (C) (3) | 3 | FRDTERT HLTH | Yes (1) |
| ST JOSEPH'S COMMUNITY FOUNDATION | ||||||||||
| 3200 PLEASANT VALLEY ROAD | WEST BEND | WI | 53095 | 392034296 | HLTH/WELFARE | WI | 501 (C) (3) | LN 7 | ST JOSEPH'S | 0 |
| FROEDTERT HOSPITAL FOUNDATION INC | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 391431192 | HLTH/WELFARE | WI | 501 (C) (3) | LN 7 | FRDTERT HLTH | 0 |
| COMMUNITY MEMORIAL FOUNDATION OF MF | ||||||||||
| W180 N8085 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 391635057 | HLTH/WELFARE | WI | 501 (C) (3) | LN 10 | COMM MEM HOS | 0 |
| COMMUNITY OUTPATIENT HEALTH SERVICES | ||||||||||
| W180 N8085 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 391743056 | MED/DENT SVCS | WI | 501 (C) (3) | 3 | COMM MEM HOS | 0 |
| QHS 1 INC | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 202636686 | HLTHCARE SVC | WI | 501 (C) (3) | LN 12A | FRDTERT HLTH | Yes (1) |
| HOLY FAMILY MEMORIAL INC | ||||||||||
| 2300 WESTERN AVE | MANITOWOC | WI | 54221 | 390806395 | HOSPITAL | WI | 501 (C) (3) | 3 | FRDTERT HLTH | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FROEDTERT SURGERY CENTER LLC | |||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 201499345 | SURGERY CENTER | WI | FMLH | N/A | 0 | 0 | |||
| FMLH MCW REAL ESTATE VENTURES LLC | |||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 260629591 | REAL ESTATE | WI | FRDTERT HEALTH | RELATED | 0 | Yes (1) | $458,018 | $11,561,270 | 0.50000 |
| WISCONSIN DIAGNOSTIC LABORATORIES LLC | |||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 391896819 | LAB SERVICES | WI | FRDTERT HEALTH | RELATED | 0 | 0 | $14,553,203 | $12,985,314 | 0.96000 |
| D1 SPORTS TRAINING OF MILWAUKEE LLC | |||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 473322294 | SPORTS MEDICINE | WI | FRDTERT HEALTH | RELATED | 0 | 0 | 0.51000 | ||
| DREXEL TOWN SQUARE SURGERY CENTER LLC | |||||||||||||
| 7901 S 6TH STREET | OAK CREEK | WI | 53154 | 814904300 | SURGERY CENTER | WI | FRDTERT HEALTH | RELATED | 0 | 0 | -$966,903 | $1,734,764 | 0.51000 |
| MENOMONEE FALLS AMBULATORY SURGERY CTR | |||||||||||||
| W180 N8045 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 391745697 | SURGERY CENTER | WI | CMH | N/A | 0 | 0 | |||
| THP-FROEDTERT HEALTH VENTURES LLC | |||||||||||||
| 1415 LOUISIANA STREET | HOUSTON | TX | 77002 | 823559342 | HEALTH CARE | TX | FRDTERT HEALTH | RELATED | 0 | 0 | 0.51000 | ||
| FROEDTERT & THE MCW NETWORK LLC | |||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 814382585 | HEALTH CARE | WI | FRDTERT HEALTH | RELATED | Yes (1) | Yes (1) | $5,318,834 | $3,223,201 | 0.50000 |
| FROEDTERT & THE MCW ACO LLC | |||||||||||||
| 8710 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 833159534 | HEALTH CARE | WI | FRDTERT HEALTH | RELATED | 0 | Yes (1) | $134,598 | $399,201 | 0.50000 |
| FHHP LLC | |||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 452221564 | HEALTH CARE | WI | FRDTERT HEALTH | RELATED | 0 | 0 | 0.60000 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HART'S MILLS INSURANCE COMPANY | |||||||||||||||||
| 62 FORUM LANE 3RD FLOOR | GRAND CAYMAN | CAYMAN ISLANDS | CJ | 981311808 | SELF-INSURANCE | CJ | FROEDTERT HLTH | C | $2,041,238 | $35,438,918 | 1.00000 | Yes (1) | |||||
| HOLY FAMILY HEALTH SERVICES INC | |||||||||||||||||
| 391572253 | PHARMACY | FROEDTERT HLTH | C | $398,675 | $2,094,146 | 0.80000 | 0 | 1650 S 41ST STREET | MANITOWOC | WI | 54220 | WI | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| C | $55,372,374 | FMV |
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| Q | $427,110,379 | FMV |
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| S | $1,436,135,492 | FMV |
| COMMUNITY MEMORIAL HOSPITAL OF MF INC | ||
| C | $26,199,577 | FMV |
| COMMUNITY MEMORIAL HOSPITAL OF MF INC | ||
| Q | $38,348,079 | FMV |
| COMMUNITY MEMORIAL HOSPITAL OF MF INC | ||
| S | $210,743,350 | FMV |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC | ||
| C | $8,200,191 | FMV |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC | ||
| Q | $19,005,388 | FMV |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC | ||
| S | $98,210,470 | FMV |
| HOLY FAMILY MEMORIAL HOSPITAL | ||
| S | $22,685,737 | FMV |