ROGERS MEMORIAL HOSPITAL INCORPORATED: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ROGERS MEMORIAL HOSPITAL INCORPORATED (EIN 39-1139101)
Tax period: 2020-08-01 to 2021-07-31
Filed: 2022-06-13
IRS object ID: 202211649349301326
Schema version: 2020v4.2
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 B
Schedule C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-06-13T17:00:23-05:00	ReturnTs
Tax Period End	2021-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	777 E WISCONSIN AVENUE 32ND FLOOR	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391139101	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROGERS MEMORIAL HOSPITAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROGE	BusinessNameControlTxt
Phone	2626464411	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	34700 VALLEY ROAD	AddressLine1Txt
City	OCONOMOWOC	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53066	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOANNE HORVATH	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	2626464411	PhoneNum
Signature	2022-06-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOANNE	PersonFirstNm
Person Last	HORVATH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TROY MARINE CPA	PreparerPersonNm
PTIN	P00187863	PTIN
Phone	4147775500	PhoneNum
Preparation	2022-06-08	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PATRICK HAMMER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	34700 VALLEY ROAD	AddressLine1Txt
City	OCONOMOWOC	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53066	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$361,487,437	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ROGERSBH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1907	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	WE PROVIDE HIGHLY EFFECTIVE MENTAL HEALTH AND ADDICTION TREATMENT THAT HELPS PEOPLE REACH FULL POTENTIAL FOR HEALTH AND WELL-BEING.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	3356	TotalEmployeeCnt
Total Volunteers	14	TotalVolunteersCnt
Total Gross UBI	$184,395	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$108,896	PYContributionsGrantsAmt
CY Contributions Grants	$105,489	CYContributionsGrantsAmt
PY Program Service Revenue	$287,030,348	PYProgramServiceRevenueAmt
CY Program Service Revenue	$329,941,253	CYProgramServiceRevenueAmt
PY Investment Income	$2,691,770	PYInvestmentIncomeAmt
CY Investment Income	$5,644,211	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$289,831,014	PYTotalRevenueAmt
CY Total Revenue	$335,690,953	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,198,413	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,885,690	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$178,118,029	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$201,908,612	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$71,615,297	PYOtherExpensesAmt
CY Other Expenses	$78,712,261	CYOtherExpensesAmt
PY Total Expenses	$253,931,739	PYTotalExpensesAmt
CY Total Expenses	$284,506,563	CYTotalExpensesAmt
PY Revenues Less Expenses	$35,899,275	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$51,184,390	CYRevenuesLessExpensesAmt
Total Assets BOY	$448,245,539	TotalAssetsBOYAmt
Total Assets EOY	$501,256,001	TotalAssetsEOYAmt
Total Liabilities BOY	$214,753,933	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$200,517,048	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$233,491,606	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$300,738,953	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	OUR VISION:WE ENVISION A FUTURE WHERE PEOPLE HAVE THE TOOLS TO RISE ABOVE THE CHALLENGES OF MENTAL ILLNESS, ADDICTION, AND STIGMA TO LEAD HEALTHY LIVES. WE BRING THIS VISION TO LIFE BY CONSTANTLY ELEVATING THE STANDARD FOR BEHAVIORAL HEALTHCARE, DEMONSTRATING OUR EXCEPTIONAL TREATMENT OUTCOMES, AND ACTING WITH COMPASSION AND RESPECT.OUR VALUES:EXCELLENCE - WE ARE COMMITTED TO CONTINUOUS IMPROVEMENT INCLUDING RECRUITMENT AND RETENTION OF HIGHLY TALENTED EMPLOYEES WHO DELIVER CLINICALLY EFFECTIVE TREATMENTS WITH THE BEST POSSIBLE OUTCOMES.COMPASSION - WE ARE DEDICATED TO A HEALTHY CULTURE WHERE EMPLOYEES, PATIENTS, AND FAMILIES EXPERIENCE EMPATHY, ENCOURAGEMENT, AND RESPECT.ACCOUNTABILITY - WE EMBRACE OUR RESPONSIBILITY TO OUR PATIENTS, FAMILIES, REFERRING PROVIDERS, PAYORS AND COMMUNITY MEMBERS TO PROVIDE CARE THAT IS HIGH QUALITY, COST EFFECTIVE AND SUSTAINABLE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$222,758,275	ExpenseAmt
Grant	$3,885,690	GrantAmt
Revenue	$329,756,858	RevenueAmt
Desc	WE ARE A NOT-FOR-PROFIT INDEPENDENT PROVIDER OF SPECIALIZED MENTAL HEALTH AND ADDICTION SERVICES FOR ADULTS, TEENS AND CHILDREN. OFFERING TREATMENT IN NINE STATES, WE ARE ONE OF THE LARGEST SPECIALTY BEHAVIORAL HEALTHCARE SYSTEMS IN THE U.S. TO MEET THE NEEDS OF PATIENTS, WE OFFER THREE LEVELS OF CARE: INPATIENT, RESIDENTIAL AND OUTPATIENT. IN FISCAL YEAR 2021 WE SERVED OUR COMMUNITY WITH 64,552 INPATIENT DAYS, 93,866 RESIDENTIAL PATIENT DAYS AND 285,870 OUTPATIENT PATIENT DAYS. THIS REPRESENTS AN 18% INCREASE INCREASE OVER THE PRIOR FISCAL YEAR. THIS YEAR WE RESPONDED TO THE COVID-19 PANDEMIC BY CONTINUING TO OFFER TELEHEALTH CARE TO ELIGIBLE PATIENTS AND MAINTAINING AND ADOPTING EXTENSIVE SAFETY PROTOCALS. THIS ALLOWS US TO CONTINUE TO MEET PATIENTS DEMAND DURING THEIR MOST CRITICAL TIME OF NEED. OVER THE NEXT 3 YEARS, WE PLAN TO OPEN 2 CLINIC LOCATIONS PER YEAR TO SERVE MORE PATIENTS NATIONWIDE.	Desc
Total Program Service Expenses	$222,758,275	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	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	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	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	0	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	Yes (1)	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	0	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	275	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3356	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	0	ForeignFinancialAccountInd
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	17	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	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	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOANNE HORVATH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2626464411	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	34700 VALLEY ROAD	AddressLine1Txt
City	OCONOMOWOC	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53066	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd
PATRICK HAMMER
CEO - RBHS/ BOARD MEMBER	1.00	40.00	Yes (X)	Yes (X)	$0	$1,392,490	$175,968
KHAZI MUQEET
MEDICAL DIRECTOR	40.00	1.00			$902,814	$0	$43,991	Yes (X)
PAUL MUELLER
CEO - THROUGH 06/2021	40.00	1.00		Yes (X)	$790,186	$0	$143,147
AHMED NUMAN
MEDICAL DIRECTOR	40.00	1.00			$783,780	$0	$11,400	Yes (X)
MOHAMMED IQBAL
MEDICAL DIRECTOR	40.00	1.00			$706,514	$0	$51,060	Yes (X)
BRAD SMITH
MEDICAL DIRECTOR	40.00	1.00			$656,639	$0	$43,371	Yes (X)
HEMALATHA RAJANNA
MEDICAL DIRECTOR	40.00	1.00			$617,917	$0	$8,854	Yes (X)
BRADLEY RIEMANN
CHIEF CLINICAL OFFICER/ BOARD MEMBER	40.00	1.00	Yes (X)	Yes (X)	$568,220	$0	$53,484
JERRY HALVERSON
CHIEF MEDICAL OFFICER/ BOARD MEMBER	40.00	1.00	Yes (X)	Yes (X)	$523,950	$0	$47,487
ARNOLD STUEBER
CFO - THROUGH 06/2021	1.00	1.00		Yes (X)	$0	$446,687	$110,588
KIMBERLY EFFERTZ
COO	40.00	1.00			$408,484	$0	$63,829		Yes (X)
JAY KELLISON
COO - THROUGH 12/2020	40.00	1.00			$449,918	$0	$19,673		Yes (X)
SCOTT JOHNSON
COO	40.00	1.00			$272,424	$0	$75,841		Yes (X)
MAEVE O'NEIL
CRO	40.00	1.00			$175,754	$0	$28,169		Yes (X)
PATRICK ANDRITSCH
BOARD CHAIR	3.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
BARB GORMACKI
BOARD VICE-CHAIR	3.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
CHRIS FITZPATRICK
BOARD TREASURER	3.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM T MULLIGAN
BOARD SECRETARY	3.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
BARBARA ZABAWA
BOARD MEMBER - THROUGH 08/2020	0.00	0.00	Yes (X)		$0	$0	$0
BOB OLSON
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
DANIEL BADER
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
ERIK CARDENAS
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
GINA MARKSON
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
KAMILAH WILLIAMS-KEMP
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
KEVIN FLANAGAN
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
MARTIN BORELL
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
MAUREEN STAPLETON
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
MICHAEL SEVI
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
NICK BAUER
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,856,600	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,839,177	TotReportableCompRltdOrgAmt
Total Other Compensation	$876,862	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	247	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	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
CATCON INC
833 E MICHIGAN STREET SUITE 1000	MILWAUKEE	WI	53202	CONSTRUCTION SERVICE	$4,714,571
PROJECT4SERVICES LLC
7772 W HAWTHRONE RD	MEQUON	WI	53097	CONSTRUCTION SERVICE	$3,395,428
HHS CULINARY & NUTRITION SOLUTIONS LLC
12495 SILVER CREEK ROAD	DRIPPING SPRINGS	TX	78620	FOOD SERVICE	$3,094,212
CERNER CORPORATION
2800 ROCKCREEK PARKWAY	NORTH KANSAS CITY	MO	64117	HEALTH INFORMATION TECHNOLOGY	$2,989,077
CIELO INC
200 S EXECUTIVE DRIVE SUITE 400	BROOKFIELD	WI	53005	RECRUITING SERVICE	$2,930,253

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	138	CntrctRcvdGreaterThan100KCnt
Related Organizations	$105,489	RelatedOrganizationsAmt
Total Contributions	$105,489	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
OUTPATIENT REVENUE	621420	$129,654,244	$129,654,244
RESIDENTIAL REVENUE	623220	$103,341,011	$103,341,011
INPATIENT REVENUE	622210	$86,678,885	$86,678,885
MANAGEMENT SERVICES	541610	$9,144,105	$8,993,817	$150,288
PROVIDER RELIEF FUNDS	900099	$1,088,901	$1,088,901

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,107	TotalRevenueColumnAmt
Unrelated Business Revenue	$34,107	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$329,941,253	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,169,673	TotalRevenueColumnAmt
Exclusion	$2,169,673	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$29,271,022	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$25,692,620	SecuritiesAmt
Other	$103,864	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,578,402	SecuritiesAmt
Other	-$103,864	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,474,538	TotalRevenueColumnAmt
Exclusion	$3,474,538	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$335,690,953	TotalRevenueColumnAmt
Related Or Exempt Func Income	$329,756,858	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$184,395	UnrelatedBusinessRevenueAmt
Exclusion	$5,644,211	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,885,690	TotalAmt
Program Services	$3,885,690	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,188,936	TotalAmt
Program Services	$218,434	ProgramServicesAmt
Management And General	$2,970,502	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$163,209,935	TotalAmt
Program Services	$143,309,050	ProgramServicesAmt
Management And General	$19,900,885	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,899,840	TotalAmt
Program Services	$4,305,992	ProgramServicesAmt
Management And General	$593,848	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$19,555,602	TotalAmt
Program Services	$16,884,198	ProgramServicesAmt
Management And General	$2,671,404	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,054,299	TotalAmt
Program Services	$9,613,461	ProgramServicesAmt
Management And General	$1,440,838	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,321,500	TotalAmt
Management And General	$4,321,500	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$164,405	TotalAmt
Management And General	$164,405	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$112,888	TotalAmt
Management And General	$112,888	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$137,181	TotalAmt
Management And General	$137,181	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$29,780,568	TotalAmt
Program Services	$11,481,365	ProgramServicesAmt
Management And General	$18,299,203	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,606,172	TotalAmt
Program Services	$87,004	ProgramServicesAmt
Management And General	$1,519,168	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,737,466	TotalAmt
Program Services	$2,588,770	ProgramServicesAmt
Management And General	$4,148,696	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$147,659	TotalAmt
Management And General	$147,659	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,562,119	TotalAmt
Program Services	$5,979,274	ProgramServicesAmt
Management And General	$582,845	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$527,158	TotalAmt
Program Services	$217,971	ProgramServicesAmt
Management And General	$309,187	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$80,106	TotalAmt
Program Services	$80,106	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,268,265	TotalAmt
Program Services	$3,926,804	ProgramServicesAmt
Management And General	$341,461	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$14,394,016	TotalAmt
Program Services	$13,242,496	ProgramServicesAmt
Management And General	$1,151,520	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,632,829	TotalAmt
Program Services	$71,566	ProgramServicesAmt
Management And General	$2,561,263	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BAD DEBT EXPENSE	$3,500,921	$3,500,921
FOOD	$2,987,769	$2,954,092	$33,677
DUE/FEES/SUBSCRIPTIONS	$747,178	$407,020	$340,158
CHARITABLE DONATION	$4,061	$4,061

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$284,506,563	TotalAmt
Program Services	$222,758,275	ProgramServicesAmt
Management And General	$61,748,288	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$123,591,473	BOYAmt
EOY	$131,105,631	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,504,333	BOYAmt
EOY	$37,664,006	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,605,512	BOYAmt
EOY	$3,263,823	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$248,613,043	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$91,903,471	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$151,054,416	BOYAmt
EOY	$156,709,572	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$83,521,786	BOYAmt
EOY	$111,611,290	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$8,835,844	BOYAmt
EOY	$9,729,229	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$48,132,175	BOYAmt
EOY	$51,172,450	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$448,245,539	BOYAmt
EOY	$501,256,001	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$24,380,699	BOYAmt
EOY	$35,810,306	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,025,000	BOYAmt
EOY	$100,970,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$41,671,968	BOYAmt
EOY	$26,105,198	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$45,676,266	BOYAmt
EOY	$37,631,544	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$214,753,933	BOYAmt
EOY	$200,517,048	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	$218,452,952	BOYAmt
EOY	$284,820,367	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,038,654	BOYAmt
EOY	$15,918,586	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$233,491,606	BOYAmt
EOY	$300,738,953	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$448,245,539	BOYAmt
EOY	$501,256,001	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$51,184,390	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$11,283,477	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$4,779,480	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	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$112,888	OtherActivitiesAmt
Total Lobbying Expenditures	$112,888	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	PORTIONS OF ASSOCIATION DUES ALLOCATED FOR LOBBYING EXPENSES OF WHA $37,724 (11.3%) TOTALING $4,262.81. ROGERS MEMORIAL HOSPITAL ALSO EMPLOYS MICHAEL BEST FOR $108,625 WHO COMMUNICATES ON THE HOSPITALS' BEHALF.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,888,541	BeginningYearBalanceAmt
Contributions	$14,034	ContributionsAmt
Investment Earnings Or Losses	$808,297	InvestmentEarningsOrLossesAmt
Other Expenditures	$91,914	OtherExpendituresAmt
End Year Balance	$3,618,958	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,699,307	BeginningYearBalanceAmt
Contributions	$27,302	ContributionsAmt
Investment Earnings Or Losses	$217,800	InvestmentEarningsOrLossesAmt
Other Expenditures	$55,868	OtherExpendituresAmt
End Year Balance	$2,888,541	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,529,486	BeginningYearBalanceAmt
Contributions	$131,917	ContributionsAmt
Investment Earnings Or Losses	$116,018	InvestmentEarningsOrLossesAmt
Other Expenditures	$78,114	OtherExpendituresAmt
End Year Balance	$2,699,307	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,401,177	BeginningYearBalanceAmt
Contributions	$1,839	ContributionsAmt
Investment Earnings Or Losses	$186,974	InvestmentEarningsOrLossesAmt
Other Expenditures	$60,504	OtherExpendituresAmt
End Year Balance	$2,529,486	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,169,064	BeginningYearBalanceAmt
Contributions	$93,526	ContributionsAmt
Investment Earnings Or Losses	$181,954	InvestmentEarningsOrLossesAmt
Other Expenditures	$43,367	OtherExpendituresAmt
End Year Balance	$2,401,177	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.61950	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.38050	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,098,386	OtherCostOrOtherBasisAmt
Book Value	$10,098,386	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$157,760,746	OtherCostOrOtherBasisAmt
Depreciation	$51,134,584	DepreciationAmt
Book Value	$106,626,162	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,127,381	OtherCostOrOtherBasisAmt
Depreciation	$4,301,742	DepreciationAmt
Book Value	$2,825,639	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$58,311,901	OtherCostOrOtherBasisAmt
Depreciation	$36,467,145	DepreciationAmt
Book Value	$21,844,756	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$15,314,629	OtherCostOrOtherBasisAmt
Book Value	$15,314,629	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$156,709,572	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
INTEREST IN NET ASSETS - ROGERS MEMORIAL FOUNDATION	$15,918,586
DUE FROM RELATED ORGANIZATIONS	$11,309,376
LEASE RIGHT OF USE ASSETS, NET	$23,944,488

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$51,172,450	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
AR CREDIT BALANCES	$643,002
DEFERRED COMPENSATION	$8,023,816
DUE TO ROGERS BEHAVIORAL HEALTH SYSTEMS, INC.	$543,287
LEASE LIABILITY	$28,421,439

Field	Value	IRS element (for citing)
Total Liability	$37,631,544	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE ENDOWED FUND HELPS SUPPORT PATIENT CARE GRANTS FOR INDIVIDUALS WHO CAN'T PAY FOR TREATMENT. SOME OF THE SPECIFIC RESTRICTIONS ON THE ENDOWED FUNDS ARE FOR OCD TREATMENT, CHILD AND ADOLESCENT PROGRAMS, EATING DISORDERS, SPIRITUAL CARE, AND CAPITAL IMPROVEMENTS. AN ENDOWED FUND OFFERS LASTING FINANCIAL RESOURCES THAT EXTEND THE VALUE OF A DONOR'S GIFT. THROUGH CAREFUL INVESTMENT MANAGEMENT, INCOME GENERATED FROM THE FUND ENABLES ROGERS FOUNDATION TO MOVE FORWARD WITH PLANS, PROJECTS, AND RESEARCH THAT IMPROVE THE HEALTH AND WELL-BEING OF PATIENTS SUFFERING FROM MENTAL HEALTH AND ADDICTION CHALLENGES TODAY AND IN THE FUTURE.

PART X, LINE 2:

ROGERS MEMORIAL HOSPITAL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A)(2) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. ROGERS MEMORIAL HOSPITAL FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THE RETURN IS FILED IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX EXEMPT STATUS OF THE ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). UBIT IS REPORTED ON FORM 990T, AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	INVESTMENTS	TypeOfActivitiesConductedTxt
Region Total Expenditures	$1,521,125	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$1,521,125	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$1,521,125	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART III ACCOUNTING METHOD:

FORM 990, SCHEDULE F, PART IV:

ROGERS MEMORIAL HOSPITAL, INC. INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, ROGERS MEMORIAL HOSPITAL, INC.'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, 8865. TO THE EXTENT THAT ROGERS MEMORIAL HOSPITAL, INC. IS REQUIRED TO COMPLETE ONE OF THESE FOREIGN FORMS, IT HAS BEEN FILED WITH THE ANNUAL FORM 990-T.

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
Percent100	Yes (X)	Percent100Ind
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
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	$3,881,960	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$3,881,960	NetCommunityBenefitExpnsAmt
Total Expense	0.01380	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$76,247,968	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$36,949,811	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$39,298,157	NetCommunityBenefitExpnsAmt
Total Expense	0.13980	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$80,129,928	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$36,949,811	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$43,180,117	NetCommunityBenefitExpnsAmt
Total Expense	0.15360	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,542,039	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,542,039	NetCommunityBenefitExpnsAmt
Total Expense	0.00550	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$29,654	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$29,654	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$218,984	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$218,984	NetCommunityBenefitExpnsAmt
Total Expense	0.00080	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,790,677	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,790,677	NetCommunityBenefitExpnsAmt
Total Expense	0.00640	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$81,920,605	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$36,949,811	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$44,970,794	NetCommunityBenefitExpnsAmt
Total Expense	0.16000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$3,500,921	BadDebtExpenseAmt
Reimbursed By Medicare	$2,291,419	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$4,728,839	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$2,437,420	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd
Hospital Facilities	3	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (3 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Website AddressWebsiteAddressTxt	Licensed HospitalLicensedHospitalInd
ROGERS MEMORIAL HOSPITAL - OCONOMOWOC
1	34700 VALLEY ROAD	OCONOMOWOC	WI	53006	WWW.ROGERSBH.ORG	Yes (X)
ROGERS MEMORIAL HOSPITAL - WEST ALLIS
2	11101 W LINCOLN AVEUE	MILWAUKEE	WI	53227	WWW.ROGERSBH.ORG	Yes (X)
ROGERS MEMORIAL HOSPITAL - BROWN DEER
3	4600 WEST SCHROEDER DRIVE SUITE 2	BROWN DEER	WI	53223	WWW.ROGERSBH.ORG	Yes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)

FacilityFacilityNum	First Licensed CY Or PYFirstLicensedCYOrPYInd	Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd	CHNA ConductedCHNAConductedInd	Community DefinitionCommunityDefinitionInd	Community DemographicsCommunityDemographicsInd	Existing ResourcesExistingResourcesInd	How Data ObtainedHowDataObtainedInd	Community Health NeedsCommunityHealthNeedsInd	Other Health IssuesOtherHealthIssuesInd	Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd	Consulting ProcessConsultingProcessInd	Prior CHNA ImpactPriorCHNAImpactInd	CHNA ConductedCHNAConductedYr	Take Into Account Others InputTakeIntoAccountOthersInputInd	CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd	CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd	CHNA Report Widely AvailableCHNAReportWidelyAvailableInd	Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd	Own Website URLOwnWebsiteURLTxt	Paper Copy Public InspectionPaperCopyPublicInspectionInd	Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd	Implementation Strategy AdoptImplementationStrategyAdoptInd	Implementation Strategy AdptImplementationStrategyAdptYr	Strategy Posted WebsiteStrategyPostedWebsiteInd	Strategy Website URLStrategyWebsiteURLTxt	Organization Incur Excise TaxOrganizationIncurExciseTaxInd	Elig Criteria ExplainedEligCriteriaExplainedInd	FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd	FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct	FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct	Income Level CriteriaIncomeLevelCriteriaInd	Asset Level CriteriaAssetLevelCriteriaInd	Medical Indigency CriteriaMedicalIndigencyCriteriaInd	Insurance Status CriteriaInsuranceStatusCriteriaInd	Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd	Explained BasisExplainedBasisInd	App Financial Asst ExplnAppFinancialAsstExplnInd	Described InfoDescribedInfoInd	Described Suprt DocDescribedSuprtDocInd	Provided Hospital ContactProvidedHospitalContactInd	Provided Nonprofit ContactProvidedNonprofitContactInd	Includes Publicity MeasuresIncludesPublicityMeasuresInd	FAP Available On WebsiteFAPAvailableOnWebsiteInd	FAP Available On Website URLFAPAvailableOnWebsiteURLTxt	FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd	FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt	FAP Summary On WebsiteFAPSummaryOnWebsiteInd	FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt	FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd	FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd	FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd	Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd	Communtity Notified FAPCommuntityNotifiedFAPInd	FAP TranslatedFAPTranslatedInd	Other PublicityOtherPublicityInd	FAP Actions On NonpaymentFAPActionsOnNonpaymentInd	Permit No ActionsPermitNoActionsInd	Collection ActivitiesCollectionActivitiesInd	Made Effort Orally NotifyMadeEffortOrallyNotifyInd	Made Presumptive Elig DetermMadePresumptiveEligDetermInd	Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd	Look Back Medicare PrivateLookBackMedicarePrivateInd	Amounts Generally BilledAmountsGenerallyBilledInd	Gross ChargesGrossChargesInd
ROGERS MEMORIAL HOSPITAL - OCONOMOWOC
1	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	18	Yes (1)	0	0	Yes (1)	Yes (X)	SEE PART V, SECTION B, LINE 7D	Yes (X)	Yes (X)	Yes (1)	18	Yes (1)	SEE PART V, SECTION B, LINE 7D	0	Yes (1)	Yes (X)	100.000000000000	400.000000000000	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	0
ROGERS MEMORIAL HOSPITAL - WEST ALLIS
2	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	18	Yes (1)	0	0	Yes (1)	Yes (X)	SEE PART V, SECTION B, LINE 7D	Yes (X)	Yes (X)	Yes (1)	18	Yes (1)	SEE PART V, SECTION B, LINE 7D	0	Yes (1)	Yes (X)	100.000000000000	400.000000000000	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	0
ROGERS MEMORIAL HOSPITAL - BROWN DEER
3	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	18	Yes (1)	0	0	Yes (1)	Yes (X)	SEE PART V, SECTION B, LINE 7D	Yes (X)	Yes (X)	Yes (1)	18	Yes (1)	SEE PART V, SECTION B, LINE 7D	0	Yes (1)	Yes (X)	100.000000000000	400.000000000000	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	0

Supplemental Information SupplementalInformationGrp (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ROGERS MEMORIAL HOSPITAL - OCONOMOWOC	PART V, SECTION B, LINE 5: YES, WE SURVEYED COMMUNITY MEMBERS AND REVIEWED OTHER HOSPITAL AND GOVERNMENTAL SURVEYS CONDUCTED TO ASSESS THE COMMUNITY NEED.
ROGERS MEMORIAL HOSPITAL - WEST ALLIS	PART V, SECTION B, LINE 5: YES, WE SURVEYED COMMUNITY MEMBERS AND REVIEWED OTHER HOSPITAL AND GOVERNMENTAL SURVEYS CONDUCTED TO ASSESS THE COMMUNITY NEED.
ROGERS MEMORIAL HOSPITAL - BROWN DEER	PART V, SECTION B, LINE 5: YES, WE SURVEYED COMMUNITY MEMBERS AND REVIEWED OTHER HOSPITAL AND GOVERNMENTAL SURVEYS CONDUCTED TO ASSESS THE COMMUNITY NEED.
ROGERS MEMORIAL HOSPITAL - OCONOMOWOC	PART V, SECTION B, LINE 7D: HTTPS://ROGERSBH.ORG/APPLICATION/FILES/4215/6449/5496/2019_CHNA.V4.CLEAN_BRAND.PDF
ROGERS MEMORIAL HOSPITAL - WEST ALLIS	PART V, SECTION B, LINE 7D: HTTPS://ROGERSBH.ORG/APPLICATION/FILES/4215/6449/5496/2019_CHNA.V4.CLEAN_BRAND.PDF
ROGERS MEMORIAL HOSPITAL - BROWN DEER	PART V, SECTION B, LINE 7D: HTTPS://ROGERSBH.ORG/APPLICATION/FILES/4215/6449/5496/2019_CHNA.V4.CLEAN_BRAND.PDF
ROGERS MEMORIAL HOSPITAL - OCONOMOWOC	PART V, SECTION B, LINE 11: THE ADVISORY COMMITTEE MADE THE DECISION TO ADDRESS THE FOLLOWING PRIORITIES AS IDENTIFIED BY THE LATEST CHNA:1) ACCESS TO MENTAL HEALTH AND ADDICTION SERVICES - BY GROWING THE CHARITABLE GIVING FUND TO INCREASE ACCESS TO TREATMENT AND SERVICES FOR THOSE WITH LIMITED RESOURCES, INCREASE THE ROGERS BEHAVIORAL HEALTH FOUNDATION'S ANGEL FUND PROGRAM TO SUPPORT THE TRAVEL AND ACCOMMODATION EXPENSES THAT PATIENTS AND FAMILIES MAY ENCOUNTER WHILE SEEKING TREATMENT, EXPAND THE CAPACITY OF OUR MENTAL HEALTH AND ADDICTION PROGRAMS TO BE ABLE TO SERVE MORE PEOPLE, BROADEN THE SPECTRUM OF PROGRAMING TO SERVE INDIVIDUALS WITH MORE COMPLEX CASES, IMPROVE THE EASE OF TRANSFERS FROM EMERGENCY ROOMS FOR THOSE WHO ARE IN NEED OF URGENT MENTAL HEALTH AND ADDICTION SERVICES, AND EXPAND TELEMEDICINE SERVICES TO ADDITIONAL LOCATIONS AND PROGRAMS TO HELP ALLEVIATE ACCESS BARRIERS TO MENTAL HEALTH PROFESSIONALS. 2) EDUCATION AND STIGMA REDUCTION - BY PROVIDING TRAINING, COACHING, AND SUPPORT TO INCREASE THE DISTRIBUTION AND USE OF STIGMA REDUCTION PROGRAMMING WITH IN ROGERS AND WITH COMMUNITY PARTNERS, ONLINE AND OTHER ADAPTATIONS, PROVIDE CONSULTATION AND FACILITATIVE LEADERSHIP TO WISE, INVESTIGATE OPPORTUNITIES THAT PROVIDE INCREASED EDUCATION FOR MENTAL HEALTH PROFESSIONALS, SUCH AS INTERNSHIPS, RESIDENCIES AND OTHER BEHAVIORAL HEALTH CAREER TRAINING OPPORTUNITIES, CREATE AND OFFER ADDITIONAL RESOURCES FOR FAMILY AND COMMUNITY EDUCATION ABOUT EVIDENCE-BASED TREATMENT PRACTICES AND HOW TO OFFER SUPPORT AFTER TREATMENT, FINALLY, INCREASE AVAILABILITY TO COMPASSION RESILIENCE TRAINING RESOURCES TO TREATMENT PROVIDERS AND CARETAKERS OF THOSE WITH MENTAL HEALTH CHALLENGES. 3) CONTINUUM OF CARE - BY IMPROVING ACCESSIBILITY AND TYPES OF COMMUNITY SUPPORT GROUPS, PROVIDE TRANSITIONAL HOUSING OPTIONS FOR ADDICTION RECOVERY, AND INCREASE THE USE OF "STEP DOWN" PROGRAMS WITHIN ROGERS RESIDENTIAL, PARTIAL HOSPITALIZATION AND INTENSIVE OUTPATIENT LEVELS OF CARE.
ROGERS MEMORIAL HOSPITAL - WEST ALLIS	PART V, SECTION B, LINE 11: THE ADVISORY COMMITTEE MADE THE DECISION TO ADDRESS THE FOLLOWING PRIORITIES AS IDENTIFIED BY THE LATEST CHNA:1) ACCESS TO MENTAL HEALTH AND ADDICTION SERVICES - BY GROWING THE CHARITABLE GIVING FUND TO INCREASE ACCESS TO TREATMENT AND SERVICES FOR THOSE WITH LIMITED RESOURCES, INCREASE THE ROGERS BEHAVIORAL HEALTH FOUNDATION'S ANGEL FUND PROGRAM TO SUPPORT THE TRAVEL AND ACCOMMODATION EXPENSES THAT PATIENTS AND FAMILIES MAY ENCOUNTER WHILE SEEKING TREATMENT, EXPAND THE CAPACITY OF OUR MENTAL HEALTH AND ADDICTION PROGRAMS TO BE ABLE TO SERVE MORE PEOPLE, BROADEN THE SPECTRUM OF PROGRAMING TO SERVE INDIVIDUALS WITH MORE COMPLEX CASES, IMPROVE THE EASE OF TRANSFERS FROM EMERGENCY ROOMS FOR THOSE WHO ARE IN NEED OF URGENT MENTAL HEALTH AND ADDICTION SERVICES, AND EXPAND TELEMEDICINE SERVICES TO ADDITIONAL LOCATIONS AND PROGRAMS TO HELP ALLEVIATE ACCESS BARRIERS TO MENTAL HEALTH PROFESSIONALS. 2) EDUCATION AND STIGMA REDUCTION - BY PROVIDING TRAINING, COACHING, AND SUPPORT TO INCREASE THE DISTRIBUTION AND USE OF STIGMA REDUCTION PROGRAMMING WITH IN ROGERS AND WITH COMMUNITY PARTNERS, ONLINE AND OTHER ADAPTATIONS, PROVIDE CONSULTATION AND FACILITATIVE LEADERSHIP TO WISE, INVESTIGATE OPPORTUNITIES THAT PROVIDE INCREASED EDUCATION FOR MENTAL HEALTH PROFESSIONALS, SUCH AS INTERNSHIPS, RESIDENCIES AND OTHER BEHAVIORAL HEALTH CAREER TRAINING OPPORTUNITIES, CREATE AND OFFER ADDITIONAL RESOURCES FOR FAMILY AND COMMUNITY EDUCATION ABOUT EVIDENCE-BASED TREATMENT PRACTICES AND HOW TO OFFER SUPPORT AFTER TREATMENT, FINALLY, INCREASE AVAILABILITY TO COMPASSION RESILIENCE TRAINING RESOURCES TO TREATMENT PROVIDERS AND CARETAKERS OF THOSE WITH MENTAL HEALTH CHALLENGES. 3) CONTINUUM OF CARE - BY IMPROVING ACCESSIBILITY AND TYPES OF COMMUNITY SUPPORT GROUPS, PROVIDE TRANSITIONAL HOUSING OPTIONS FOR ADDICTION RECOVERY, AND INCREASE THE USE OF "STEP DOWN" PROGRAMS WITHIN ROGERS RESIDENTIAL, PARTIAL HOSPITALIZATION AND INTENSIVE OUTPATIENT LEVELS OF CARE.
ROGERS MEMORIAL HOSPITAL - BROWN DEER	PART V, SECTION B, LINE 11: THE ADVISORY COMMITTEE MADE THE DECISION TO ADDRESS THE FOLLOWING PRIORITIES AS IDENTIFIED BY THE LATEST CHNA:1) ACCESS TO MENTAL HEALTH AND ADDICTION SERVICES - BY GROWING THE CHARITABLE GIVING FUND TO INCREASE ACCESS TO TREATMENT AND SERVICES FOR THOSE WITH LIMITED RESOURCES, INCREASE THE ROGERS BEHAVIORAL HEALTH FOUNDATION'S ANGEL FUND PROGRAM TO SUPPORT THE TRAVEL AND ACCOMMODATION EXPENSES THAT PATIENTS AND FAMILIES MAY ENCOUNTER WHILE SEEKING TREATMENT, EXPAND THE CAPACITY OF OUR MENTAL HEALTH AND ADDICTION PROGRAMS TO BE ABLE TO SERVE MORE PEOPLE, BROADEN THE SPECTRUM OF PROGRAMING TO SERVE INDIVIDUALS WITH MORE COMPLEX CASES, IMPROVE THE EASE OF TRANSFERS FROM EMERGENCY ROOMS FOR THOSE WHO ARE IN NEED OF URGENT MENTAL HEALTH AND ADDICTION SERVICES, AND EXPAND TELEMEDICINE SERVICES TO ADDITIONAL LOCATIONS AND PROGRAMS TO HELP ALLEVIATE ACCESS BARRIERS TO MENTAL HEALTH PROFESSIONALS. 2) EDUCATION AND STIGMA REDUCTION - BY PROVIDING TRAINING, COACHING, AND SUPPORT TO INCREASE THE DISTRIBUTION AND USE OF STIGMA REDUCTION PROGRAMMING WITH IN ROGERS AND WITH COMMUNITY PARTNERS, ONLINE AND OTHER ADAPTATIONS, PROVIDE CONSULTATION AND FACILITATIVE LEADERSHIP TO WISE, INVESTIGATE OPPORTUNITIES THAT PROVIDE INCREASED EDUCATION FOR MENTAL HEALTH PROFESSIONALS, SUCH AS INTERNSHIPS, RESIDENCIES AND OTHER BEHAVIORAL HEALTH CAREER TRAINING OPPORTUNITIES, CREATE AND OFFER ADDITIONAL RESOURCES FOR FAMILY AND COMMUNITY EDUCATION ABOUT EVIDENCE-BASED TREATMENT PRACTICES AND HOW TO OFFER SUPPORT AFTER TREATMENT, FINALLY, INCREASE AVAILABILITY TO COMPASSION RESILIENCE TRAINING RESOURCES TO TREATMENT PROVIDERS AND CARETAKERS OF THOSE WITH MENTAL HEALTH CHALLENGES. 3) CONTINUUM OF CARE - BY IMPROVING ACCESSIBILITY AND TYPES OF COMMUNITY SUPPORT GROUPS, PROVIDE TRANSITIONAL HOUSING OPTIONS FOR ADDICTION RECOVERY, AND INCREASE THE USE OF "STEP DOWN" PROGRAMS WITHIN ROGERS RESIDENTIAL, PARTIAL HOSPITALIZATION AND INTENSIVE OUTPATIENT LEVELS OF CARE.
ROGERS MEMORIAL HOSPITAL - OCONOMOWOC	PART V, SECTION B, LINE 16J: NOTIFIED INDIVIDUALS THROUGH COMMUNICATIONS REGARDING THEIR BILLS.
ROGERS MEMORIAL HOSPITAL - WEST ALLIS	PART V, SECTION B, LINE 16J: NOTIFIED INDIVIDUALS THROUGH COMMUNICATIONS REGARDING THEIR BILLS.
ROGERS MEMORIAL HOSPITAL - BROWN DEER	PART V, SECTION B, LINE 16J: NOTIFED INDIVIDUALS THROUGH COMMUNICATIONS REGARDING THEIR BILLS.
PART V, SECTION B, LINE 16A-16 - WEBSITE LINKS	FAP:HTTPS://ROGERSBH.ORG/WHAT-EXPECT/FINANCING-YOUR-CARE/FINANCIAL-ASSISTANCE-PROGRAMFAP APPLICATION FORM:HTTPS://ROGERSBH.ORG/APPLICATION/FILES/2615/8169/6988/FINANCIAL_ASSISTANCE_APPLICATION_02072020.PDFPLAN LANGUAGE SUMMARY:HTTPS://ROGERSBH.ORG/WHAT-EXPECT/FINANCING-YOUR-CARE/FINANCIAL-ASSISTANCE-PROGRAM

Field	Value	IRS element (for citing)
Facility	17	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (17 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt	Address Line2USAddress/AddressLine2Txt
1 - ROGERS MEMORIAL HOSPITAL - MADISON
406 SCIENCE DRIVE SUITE 110	MADISON	WI	53711	CENTER FOR EATING AND ANXIETY DISORDERS, AND COGNITIVE-BEHAVIORAL THERAPY
2 - ROGERS BEHAVIORAL HEALTH - SKOKIE
4711 GOLF ROAD SUITE 600	SKOKIE	IL	60076	CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, AND MOOD DISORDERS
3 - ROGERS BEHAVIORAL HEALTH - MINNEAPOLIS
6442 CITY WEST PARKWAY SUITE 200	EDEN PRAIRIE	MN	55344	CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, PTSD, AND MOOD DISORDERS
4 - ROGERS BEHAVIORAL HEALTH - APPLETON
4531 W COLLEGE AVE 300	APPLETON	WI	54914	CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, PTSD, AND MOOD DISORDERS
5 - ROGERS BEHAVIORAL HEALTH - TAMPA
2002 N LOIS AVE SUITE 400	TAMPA	FL	33607	CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, AND MOOD DISORDERS
6 - ROGERS BEHAVIORAL HEALTH - SAN FRANCISCO
420 N WIGET LANE BUILDING 2	WALNUT CREEK	CA	94598	CENTER FOR OCD, ANXIETY AND MOOD DISORDERS
7 - ROGERS BEHAVIORAL HEALTH - NASHVILLE
4230 HARDING ROAD SUITE 707	NASHVILLE	TN	37205	CENTER FOR OCD, ANXIETY AND EATING DISORDERS
8 - ROGERS BEHAVIORAL HEALTH - HINSDALE
907 NORTH ELM STREET SUITE 300	HINSDALE	IL	60521	CENTER FOR MOOD DISORDERS, OCD, ANXIETY, PTSD, MENTAL HEALTH
9 - ROGERS MEMORIAL HOSPITAL - KENOSHA
9916 75TH STREET	KENOSHA	WI	53142	TREATMENT CENTER FOR CHILDREN AND ADOLESCENTS
10 - ROGERS BEHAVIORAL HEALTH - PHILADELPHIA
1 WINDING DRIVE SUITE 106	PHILADELPHIA	PA	19131	CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, PTSD, AND MOOD DISORDERS
11 - ROGERS BEHAVIORAL HEALTH - ST PAUL
576 BEILENBERG DRIVE SUITE 180	WOODBURY	MN	55125	CENTER FOR OCD, ANXIETY, DEPRESSION RECOVERY, MENTAL HEALTH
12 - ROGERS BEHAVIORAL HEALTH - SAN DIEGO
17140 BERNARDO CENTER DRIVE	SAN DIEGO	CA	92128	CENTER FOR OCD, ANXIETY, AND DEPRESSION RECOVERY
13 - ROGERS BEHAVIORAL HEALTH - MIAMI
5805 BLUE LAGOON DRIVE SUITE 440	MIAMI	FL	33126	CENTER FOR OCD, ANXIETY, DEPRESSION, MOOD DISORDERS, MENTAL HEALTH
14 - ROGERS BEHAVIORAL HEALTH - LOS ANGELES
5140 WEST GOLDLEAF CIRCLE SUITE 250	LOS ANGELES	CA	90056	CENTER FOR OCD, ANXIETY, AND DEPRESSION RECOVERY
15 - ROGERS BEHAVIORAL HEALTH - ATLANTA
50 GLENLAKE PARKWAY NORTHEAST SUITE	SANDY SPRINGS	GA	30328	CENTER FOR OCD, ANXIETY, DEPRESSION, MOOD DISORDERS, MENTAL HEALTH, AND DEPR	200
16 - ROGERS BEHAVIORAL HEALTH - SEATTLE
1215 114TH AVENUE SE	BELLEVUE	WA	98004	CENTER FOR OCD, ANXIETY, AND DEPRESSION RECOVERY
17 - ROGERS BEHAVIORAL HEALTH - SHEBOYGAN
1108 S WILDWOOD AVE	SHEBOYGAN	WI	53081	CENTER FOR OCD & ANXIETY, MENTAL HEALTH & ADDICTION RECOVERY, MENTAL HEALTH

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 6A:	COMMUNITY BENEFIT WISCONSIN STATE ASSOCIATION SURVEY
PART I, LINE 7:	LINES A - E: CONSISTENT WITH THE MISSION OF THE HOSPITAL, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, INCLUDING PROVIDING SERVICES TO THOSE PERSONS WHO ARE UNINSURED AND WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES. THE HOSPITAL PROVIDES DISCOUNTS FROM ESTABLISHED CHARGES TO SELF-PAY PATIENTS WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY AND CONSIDERS THESE DISCOUNTS A PART OF THEIR COMMUNITY BENEFIT. PATIENTS WHO MEET CERTAIN CRITERIA FOR COMMUNITY CARE, GENERALLY BASED ON FEDERAL POVERTY GUIDELINES, ARE PROVIDED CARE WITHOUT CHARGE OR AT A REDUCED RATE, DETERMINED BASED ON QUALIFYING CRITERIA AS DEFINED IN THE HOSPITAL'S COMMUNITY CARE POLICY AND FROM APPLICATIONS COMPLETED BY PATIENTS AND THEIR FAMILIES.LINES E AND I: THESE ARE COSTS DEVELOPED BASED ON THE ESTIMATED TIME AND RESOURCES UTILIZED IN PROVIDING THESE COMMUNITY BENEFITS.
PART I, LN 7 COL(F):	THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25(A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $3,500,921.
PART III, LINE 2:	BAD DEBT EXPENSE IS OBTAINED THROUGH OUR INTERNAL COSTING SYSTEM, REVIEWED AND VALIDATED BY OUR REVENUE CYCLE TEAM AND MEASURED AGAINST A ROLLING CLOSED CLAIMS ANALYSIS.
PART III, LINE 4:	FROM THE ATTACHED AUDITED FINANCIAL STATEMENTS, PAGE 14 PATIENT SERVICE REVENUE: GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE HOSPITAL ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT, EITHER BY POLICY OR LAW, FROM STANDARD CHARGES. THE HOSPITAL ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATION OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE.SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE A RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE. BAD DEBT EXPENSE FOR THESE ADVERSE CHANGES FOR THE YEARS ENDED JULY 31, 2021 AND 2020 WAS NOT SIGNIFICANT.SETTLEMENTS WITH THIRD-PARTY PAYORS FOR RETROACTIVE ADJUSTMENTS DUE TO AUDITS, REVIEWS OR INVESTIGATIONS ARE CONSIDERED VARIABLE CONSIDERATION AND ARE INCLUDED IN THE DETERMINATION OF THE ESTIMATED TRANSACTION PRICE FOR PROVIDING PATIENT CARE. THESE SETTLEMENTS ARE ESTIMATED BASED ON THE TERMS OF THE PAYMENT AGREEMENT WITH THE PAYOR, CORRESPONDENCE FROM THE PAYOR, AND THE HOSPITAL'S HISTORICAL SETTLEMENT ACTIVITY, INCLUDING AN ASSESSMENT TO ENSURE THAT IT IS PROBABLE THAT A SIGNIFICANT REVERSAL IN THE AMOUNT OF CUMULATIVE REVENUE RECOGNIZED WILL NOT OCCUR WHEN THE UNCERTAINTY ASSOCIATED WITH THE RETROACTIVE ADJUSTMENT IS SUBSEQUENTLY RESOLVED.
PART III, LINE 8:	DATA REPORTED AS MEDICARE ALLOWABLE COSTS WERE TAKEN DIRECTLY FROM THE MEDICARE COST REPORT. THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT AS A HOSPITAL THAT SERVES PATIENTS WITH GOVERNMENT HEALTH BENEFITS (INCLUDING MEDICARE) INDICATES THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY AND THEREFORE IMPLIES THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT.
PART III, LINE 9B:	ROGERS MEMORIAL HOSPITAL RECOGNIZES THE NEED FOR THE MEDICALLY INDIGENT TO RECEIVE NECESSARY SERVICES. PATIENT CARE IS NOT AFFECTED BY HIS/HER INABILITY TO PAY REGARDLESS OF FINANCIAL STATUS, RACE, COLOR, CREED, SEXUAL ORIENTATION, HANDICAP, SEX OR NATIONAL ORIGIN. SERVICES ARE RENDERED IN A CARING, RESPECTFUL AND CONCERNED MANNER. TO ENSURE THAT THE PHILOSOPHY OF THE HOSPITAL IS UPHELD, A CONSISTENT METHOD OF DETERMINING ELIGIBILITY FOR COMMUNITY CARE HAS BEEN DEVELOPED. IT IS THE POLICY OF ROGERS MEMORIAL HOSPITAL TO WRITE OFF ACCOUNTS THAT QUALIFY FOR CHARITY CARE, THUS THERE ARE NO COLLECTION EFFORTS RELATED TO THOSE THAT QUALIFY FOR CHARITY CARE. COMMUNITY CARE IS NOT TO BE USED AS A SUBSTITUTE FOR BAD DEBT. ONLY THOSE PATIENTS WHO MEET THE CRITERIA ARE ELIGIBLE FOR COMMUNITY CARE RELIEF. THOSE PATIENTS WHO DO NOT MEET THE CRITERIA AND REFUSE TO COOPERATE WITH COLLECTION EFFORTS WILL BE PURSUED TO THE EXTENT DEEMED NECESSARY BY MANAGEMENT FOR COLLECTION AND IF STILL UNCOLLECTIBLE, WILL BE WRITTEN OFF TO BAD DEBT.
PART VI, LINE 2:	WE COLLABORATE WITH OTHER PROVIDERS THROUGH PARTNERSHIPS AND CONSULTING RELATIONSHIPS WITH THE MEDICAL COLLEGE OF WISCONSIN, CHILDREN'S HOSPITAL OF WISCONSIN, FROEDTERT HEALTH, COMMUNITY MEMORIAL HOSPITAL AND COLUMBIA ST. MARY'S, IN ORDER TO BRING QUALITY BEHAVIORAL HEALTH SERVICES TO WISCONSIN RESIDENTS.
PART VI, LINE 3:	PRIOR TO RECEIVING SERVICES, THERE ARE A NUMBER OF WAYS A PATIENT CAN BE IDENTIFIED AND EVALUATED FOR FINANCIAL ASSISTANCE PRIOR TO, DURING, OR FOLLOWING CARE. THE FOLLOWING IS A NON-EXHAUSTIVE LIST OF EXAMPLES FOR IDENTIFICATION PRIOR TO RECEIVING SERVICES: PATIENTS OR THEIR REPRESENTATIVES MAY REQUEST FINANCIAL ASSISTANCE, ROGERS' EMPLOYEES MAY ROGERS MEMORIAL HOSPITAL, INC. 39-1139101 REFER PATIENTS TO A FINANCIAL COUNSELOR OR PATIENT FINANCIAL SERVICES REPRESENTATIVE, FINANCIAL COUNSELORS AND/OR PFS STAFF MAY IDENTIFY FINANCIAL NEED THROUGH CONVERSATIONS WITH PATIENTS REGARDING BILLING AND PAYMENT OPTIONS, REFERRING PHYSICIANS MAY REFER PATIENTS, COLLECTION AGENCIES OR ATTORNEYS MAY REFER PATIENTS BACK TO ROGERS, LOCAL GOVERNMENTS AGENCIES MAY REFER PATIENTS.
PART VI, LINE 4:	ROGERS MEMORIAL HOSPITAL OPERATES FACILITIES IN THE WISCONSIN COMMUNITIES OF OCONOMOWOC, WEST ALLIS, BROWN DEER, KENOSHA, DELAFIELD, MADISON, AND APPLETON TO PROVIDE INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH AND PSYCHIATRIC SERVICES TO PATIENTS PRIMARILY FROM THE MIDWEST. THE HOSPITAL PROVIDES SERVICES RELATING TO RECOVERY FROM ADDICTIONS, ABUSE, DISRUPTIVE BEHAVIOR, EATING AND OBSESSIVE COMPULSIVE DISORDERS; GENERAL PSYCHIATRY FOR ADULTS, ADOLESCENTS, AND CHILDREN; AND ADOLESCENT EXTENDED CARE.ROGERS SERVES A DIVERSE COMMUNITY, OPERATING IN 18 CITIES AND 9 DIFFERENT STATES ACROSS THE UNITED STATES. WITH OVER 26,130 ADMITS IN FY2021, APPROXIMATELY 69% WERE PATIENTS FROM WISCONSIN WHILE 31% WERE SOURCED FROM OTHER STATES. PATIENTS FROM SOUTHEAST WISCONSIN (MILWAUKEE, WAUKESHA, OZAUKEE, RACINE, SHEBOYGAN, AND WASHINGTON COUNTIES) MADE UP ABOUT 36% OF ALL PATIENT ADMITS. ROGERS CONTINUES TO SERVE PATIENTS IN THIS PRIMARY SERVICE AREA WHILE REACHING MORE PATIENTS NATIONWIDE.
PART VI, LINE 5:	SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ON PART III OF FORM 990.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
ROGERS MEMORIAL HOSPITAL FOUNDATION INC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	391363507	501(C)(3)	$2,700,000	$1,069,190	COST	IN-KIND SERVICES	PROVIDES SUPPORT TO THE RMHF TO ASSIST IN CARRYING OT ITS EXEMPT PURPOSE
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
PO BOX 88110	MILWAUKEE	WI	53288	390806190	501(C)(3)	$10,000				CORPORATE CAMPAIGN
INTERNATIONAL OCD FOUNDATION
PO BOX 961029	BOSTON	MA	02196	222894564	501(C)(3)	$12,500				PARTNERSHIP AND SUPPORT
OCD WISCONSIN FOUNDATION
PO BOX 623	OCONOMOWOC	WI	53066	462074424	501(C)(3)	$7,500				PARTNERSHIP AND SUPPORT
IAEDP FOUNDATION PRESIDENT'S COUNCIL MEMBERSHIP
PO BOX 1295	PERKIN	IL	61555	800760370	501(C)(3)	$10,000				PARTNERSHIP AND SUPPORT
NTL ASSOC OF ANOREXIA NERVOSA & ASSOC DISORDERS
PO BOX 409047	CHICAGO	IL	60640	362938021	501(C)(3)	$10,000				PARTNERSHIP AND SUPPORT
THE OVERTURE CENTER FOUNDATION INC
201 STATE STREET	MADISON	WI	53703	010645482	501(C)(3)	$10,000				PARTNERSHIP AND SUPPORT
RIGHTWAY CLUB INC
4627 S 12TH ST	SHEBOYGAN	WI	53081	391416500	501(C)(3)	$10,000				PARTNERSHIP AND SUPPORT
MILWAUKEE FILM INC
2230 N FARWELL AVE	MILWAUKEE	WI	53205	263049630	501(C)(3)	$10,000				PARTNERSHIP AND SUPPORT
MINNESOTA ASSOCIATION FOR CHILDREN'S MENTAL HEALTH
23 EMPIRE DR SUITE 1000	SAINT PAUL	MN	55103	411727185	501(C)(3)	$6,500				PARTNERSHIP AND SUPPORT
MULTI-SERVICE EATING DISORDERS ASSOCIATION
1320 CENTER STREET SUITE 101	NEWTON	MA	02459	043224394	501(C)(3)	$5,000				PARTNERSHIP AND SUPPORT
NAMI WAUKESHA
217 WISCONSIN AVE	WAUKESHA	WI	53186	391485627	501(C)(3)	$5,000				PARTNERSHIP AND SUPPORT
WISHOPE INC
223 WISCONSIN AVE	WAUKESHA	WI	53186	833544716	501(C)(3)	$5,000				PARTNERSHIP AND SUPPORT
AUTISM SPEAKS INC
1060 STATE ROAD	PRINCETON	NJ	08540	202329938	501(C)(3)	$5,000				PARTNERSHIP AND SUPPORT
THE SHUL
9540 COLLINS AVE	SURFSIDE	FL	33154	592302315	501(C)(3)	$5,000				PARTNERSHIP AND SUPPORT
THE MILE HALL FOUNDATION
1922 TICE VALLEY BLVD 2443	WALNUT CREEK	CA	94595	843451430	501(C)(3)	$5,000				PARTNERSHIP AND SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	16	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	AS GRANTS ARE MADE PRIMARILY TO ROGERS MEMORIAL HOSPITAL FOUNDATION, MONITORING OF THESE TRANSACTIONS ARE PERFORMED BY OFFICERS OF THE HOSPITAL WITH OVERSIGHT BY THE BOARD. FOR ASSISTANCE PROVIDED TO NON-ROGERS' AFFILIATES, THE GRANTEE ORGANIZATIONS GENERALLY PROVIDE AN ACKNOWLEDGEMENT LETTER INDICIATING HOW THE FUNDS WERE USED FOR THEIR INTENDED PURPOSE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	0	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
PATRICK HAMMER
CEO - RBHS/ BOARD MEMBER	$0	$717,678	$0	$672,762	$0	$2,050	$0	$145,506	$0	$30,462	$0	$1,568,458	$0	$0
KHAZI MUQEET
MEDICAL DIRECTOR	$756,394	$0	$146,070	$0	$350	$0	$11,272	$0	$32,719	$0	$946,805	$0	$0	$0
PAUL MUELLER
CEO - THROUGH 06/2021	$506,436	$0	$282,980	$0	$770	$0	$104,919	$0	$38,228	$0	$933,333	$0	$0	$0
AHMED NUMAN
MEDICAL DIRECTOR	$389,711	$0	$392,669	$0	$1,400	$0	$11,400	$0	$0	$0	$795,180	$0	$0	$0
MOHAMMED IQBAL
MEDICAL DIRECTOR	$346,174	$0	$359,597	$0	$743	$0	$11,400	$0	$39,660	$0	$757,574	$0	$0	$0
BRAD SMITH
MEDICAL DIRECTOR	$431,559	$0	$224,310	$0	$770	$0	$11,400	$0	$31,971	$0	$700,010	$0	$0	$0
HEMALATHA RAJANNA
MEDICAL DIRECTOR	$384,884	$0	$232,695	$0	$338	$0	$7,183	$0	$1,671	$0	$626,771	$0	$0	$0
BRADLEY RIEMANN
CHIEF CLINICAL OFFICER/ BOARD MEMBER	$444,235	$0	$122,585	$0	$1,400	$0	$11,400	$0	$42,084	$0	$621,704	$0	$0	$0
JERRY HALVERSON
CHIEF MEDICAL OFFICER/ BOARD MEMBER	$420,408	$0	$103,052	$0	$490	$0	$11,400	$0	$36,087	$0	$571,437	$0	$0	$0
ARNOLD STUEBER
CFO - THROUGH 06/2021	$0	$331,852	$0	$114,485	$0	$350	$0	$71,400	$0	$39,188	$0	$557,275	$0	$0
KIMBERLY EFFERTZ
COO	$289,489	$0	$118,225	$0	$770	$0	$31,408	$0	$32,421	$0	$472,313	$0	$0	$0
JAY KELLISON
COO - THROUGH 12/2020	$365,659	$0	$80,897	$0	$3,362	$0	$6,522	$0	$13,151	$0	$469,591	$0	$0	$0
SCOTT JOHNSON
COO	$225,130	$0	$46,944	$0	$350	$0	$30,720	$0	$45,121	$0	$348,265	$0	$0	$0
MAEVE O'NEIL
CRO	$155,217	$0	$19,827	$0	$710	$0	$4,462	$0	$23,707	$0	$203,923	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

HEALTH AND SOCIAL MEMBERSHIPS FOR CERTAIN OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED INDIVIDUALS ARE INCLUDED IN TAXABLE COMPENSATION AS THESE FEES ARE PAID BY ROGERS MEMORIAL HOSPITAL. $3,958 PAUL MUELLER $3,958 PAT HAMMER $3,372 ARNOLD STUEBER

PART I, LINES 4A-B

SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. ROGERS MEMORIAL HOSPITAL, INC. PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ELIGIBLE EMPLOYEES. DURING FY2021, PATRICK HAMMER, PAUL MUELLER, KIMBERLY EFFERTZ, ARNOLD STUEBER, AND SCOTT JOHNSON PARTICIPATED IN THIS PLAN. THERE WERE NO AMOUNTS PAID DURING THE YEAR.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
WISCONSIN HEALTH & EDUCATION FACILITIES AUTHORITY SERIES 2014 A & B
A	391337855	97712DEV4	2014-08-15	$55,065,129	BUILDING IMPROVEMENTS TO VARIOUS SITES	0	0	0
WISCONSIN HEALTH & EDUCATION FACILITIES AUTHORITY SERIES 2019 A&B
B	391337855	97712D2C9	2019-08-28	$46,574,029	BUILDING IMPROVEMENTS TO VARIOUS SITES	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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	UnspentUnspentAmt
A	$13,000,000	$55,082,968	$757,709	$21,301,703	$33,023,556	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$2,000,000	$46,799,562	$214,561	$26,215,408	$6,686,259		Yes (1)	0	0	Yes (1)	$13,692,527

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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
A	0	0	0	Yes (1)	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: WISCONSIN HEALTH & EDUCATION FACILITIES AUTHORITY SERIES 2014 DATE THE REBATE COMPUTATION WAS PERFORMED: 10/31/2019
FORM 990, SCHEDULE K, PART 2, LINE 3, COLUMN (A)	THE TOTAL PROCEEDS OF ISSUE AND THE ISSUE PRICE DIFFER DUE TO THE INCLUSION OF INTEREST EARNED IN THE TOTAL PROCEEDS OF ISSUE.
FORM 990, SCHEDULE K, PART 2, LINE 3, COLUMN (B)	THE TOTAL PROCEEDS OF ISSUE AND THE ISSUE PRICE DIFFER DUE TO THE INCLUSION OF INTEREST EARNED IN THE TOTAL PROCEEDS OF ISSUE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. IN THE EVENT OF EMERGENCY BUSINESS WHICH REQUIRES PROMPT ATTENTION, THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO MEET AS NECESSARY BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND IS DELEGATED FULL AUTHORITY OF THE BOARD OF DIRECTORS TO APPOINT AND DENY APPOINTMENT TO THE MEDICAL STAFF (DEFINED BELOW) AND FOR ALL OTHER PURPOSES EXCEPT AS MAY BE LIMITED BY THESE BYLAWS OR BY RESOLUTION OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 6	ROGERS BEHAVIORAL HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A	PER THE BY-LAWS, ADDITIONAL MEMBERS OF THE BOARD OF DIRECTORS SHALL BE DETERMINED BY THE SOLE CORPORATE MEMBER FROM TIME TO TIME.
FORM 990, PART VI, SECTION A, LINE 7B	THE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ROGERS BEHAVIORAL HEALTH SYSTEM: 1) SELLING OF DISPOSING OF A MATERIAL PART OF THE CORPORATION'S ASSETS, 2) LENDING OR BORROWING MONEY OTHER THAN PURSUANT TO AN APPROVED LINE OF CREDIT, 3) GRANTING A MORTGAGE OR SUBJECTING TO ANOTHER SECURITY INTEREST IN ANY MATERIAL PORTION OF THE CORPORATION'S ASSETS, 4) ENTERING INTO CONTRACTS OR AGREEMENTS WITH PERSONS WHICH, INDIVIDUALLY, OR AS TO THE SAME PARTY, IN AGGREGATE CALL FOR THE PAYMENT BY THE CORPORATION OF AMOUNTS WHICH ARE GREATER THAN SUCH AMOUNTS WHICH ARE APPROVED BY RESOLUTION OF THE MEMBER FROM TIME TO TIME. THE MEMBER MAY ESTABLISH LIMITATIONS OF DIFFERING SIZES FOR DIFFERENT TYPES OF EXPENDITURES AND AREAS TO WHICH THESE LIMITS ARE NOT APPLICABLE,5) UNDERTAKING MAJOR CENTRAL IMPROVEMENTS TO OR OTHERWISE REHABILITATING THE CORPORATION'S PROPERTIES, 6) CONFESSING A JUDGEMENT AGAINST THE CORPORATION, 7) MAKING ANY CHANGES OR AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11B	THE CFO COMPLETES A DETAILED REVIEW OF THE 990 PRIOR TO MAKING THE 990 AVAILABLE TO THE BOARD MEMBERS. THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS THROUGH THE BOARD'S WEBSITE SO THEY CAN REVIEW AND COMMENT ON IT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ROGER'S MEMORIAL HOSPITAL'S DIRECTORS AND OFFICERS SHALL, SHOULD A CONFLICT OF INTEREST ARISE AT ANY TIME, PROMPTLY DISCLOSE SUCH CONFLICT IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTOR'S; AND IN MATTERS WHERE A MEMBER HAS A CONFLICT THAT REQUIRES A VOTE, ABSTAIN. ANNUALLY, THE CONFLICT OF INTEREST FORM WILL BE SUBMITTED TO THE CHAIRMAN OF THE BOARD. IN ADDITION, EACH ADMINISTRATIVE STAFF MEMBER, MEDICAL STAFF OFFICER, MEDICAL/ADMINISTRATIVE AGENT, AND EMPLOYEE INVOLVED IN PURCHASING SUPPLIES AND EQUIPMENT FOR THE HOSPITAL SHALL HAVE A CONFLICT OF INTEREST STATEMENT ON FILE IN THE PRESIDENT'S OFFICE AND THOSE STATEMENTS SHALL BE UPDATED ANNUALLY AND WHENEVER THERE IS A NEED FOR ADDITIONS AND DELETIONS.
FORM 990, PART VI, SECTION B, LINE 15	THE CEO'S COMPENSATION IS DETERMINED BY INDUSTRY ANALYSIS AND IS SUPPORTED BY AN ANALYSIS BY AN EXTERNAL CONSULTANT. APPROVAL OF THE RESULTS IS BY THOSE BOARD MEMBERS WITHOUT CONFLICT OF INTEREST AND THE APPROVAL IS DOCUMENTED. OTHER KEY OFFICERS' COMPENSATION IS DETERMINED BY INDUSTRY ANALYSIS SIMILAR TO THE PROCESS USED TO DETERMINE THE CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	ROGER'S MEMORIAL HOSPITAL DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AS THEY ARE ATTACHED TO THE FILED IRS FORM 990 AND SUBSEQUENTLY PUBLISHED ONLINE BY THE IRS.
FORM 990, PART IX, LINE 11G	OTHER: PROGRAM SERVICE EXPENSES 11,481,365. MANAGEMENT AND GENERAL EXPENSES 18,299,203. TOTAL EXPENSES 29,780,568.
FORM 990, PART XI, LINE 9:	CHANGE IN INTEREST IN NET ASSETS ROGERS MEMORIAL HOSPITAL FOUNDATION 4,781,281. LOSS ON INTEREST RATE SWAP -1,801.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 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
PARTNERS IN BEHAVIORAL HEALTH
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	391832142	TO ASSIST IN PROVIDING BEHAVIORAL HEALTH SERVICES	WI	$34,107	$0	ROGERS MEMORIAL HOSPITAL
ROGERS BEHAVIORAL HEALTH MANAGEMENT LLC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	853690429	MANAGEMENT SERVICES	WI	$9,027,924	$9,027,926	ROGERS MEMORIAL HOSPITAL
ROGERS BEHAVIORAL HEALTH - SHEBOYGAN LLC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	863243766	OPERATE AN OUTPATIENT CLINIC	WI	$0	$0	ROGERS MEMORIAL HOSPITAL

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ROGERS BEHAVIORAL HEALTH SYSTEM INC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	263902724	TO ASSIST ITS SUBSIDIARIES IN PROVIDING BEHAVIORAL HEALTH SERVICES	WI	501(C)(3)	LINE 12B, II	N/A	0
ROGERS MEMORIAL HOSPITAL FOUNDATION INC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	391363507	TO SUPPORT ALL ENTITITES OF ROGER'S BEHAVIORAL HEALTH SYSTEM, INC.	WI	501(C)(3)	LINE 7		0	ROGERS BEHAVIORAL HEALTH SYSTEM INC
ROGERS BEHAVIORAL HEALTH - GEORGIA INC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	844421252	PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT	GA	501(C)(3)	LINE 10		Yes (1)	ROGERS MEMORIAL HOSPITAL INC
ROGERS BEHAVIORAL HEALTH - WASHINGTON INC
34700 VALLEY ROAD	OCONOMOWOC	WI	53066	852221921	PROVIDE SUBSTANCE ABUSE AND MENTAL HEALTH CLINICS	WA	501(C)(3)	LINE 10		Yes (1)	ROGERS MEMORIAL HOSPITAL INC

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	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	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ROGERS MEMORIAL HOSPITAL FOUNDATION INC
B	$2,700,000	FMV OF GRANTS PAID
ROGERS MEMORIAL HOSPITAL FOUNDATION INC
C	$3,901,349	FMV OF GRANTS RECEIVED
ROGERS MEMORIAL HOSPITAL FOUNDATION INC
L	$1,069,147	FMV OF SERVICES RENDERED
ROGERS BEHAVIORAL HEALTH SYSTEM INC
M	$1,602,000	FMV OF SERVICES RENDERED