WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC (EIN 39-1568865)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-15
IRS object ID: 201821359349309877
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-15T15:15:55-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391568865	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WHEA	BusinessNameControlTxt
Phone	3147338000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 W River Woods Pkwy	AddressLine1Txt
City	Glendale	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53212	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Tonya Mershon	PersonNm
Person Title	Tax Officer	PersonTitleTxt
Signature	2018-05-15	SignatureDt

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BERNARD SHERRY SR VP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 W River Woods Pkwy	AddressLine1Txt
City	Glendale	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53212	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$383,708,856	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.mywheaton.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	THE PRIMARY MISSION OF WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. IS TO PROVIDE ADMINISTRATIVE SUPPORT TO THOSE ORGANIZATIONS SUPPORTED BY THIS REGIONAL HOLDING COMPANY.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	2357	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$216,878	PYContributionsGrantsAmt
CY Contributions Grants	$1,130,010	CYContributionsGrantsAmt
PY Program Service Revenue	$319,964,441	PYProgramServiceRevenueAmt
CY Program Service Revenue	$376,476,254	CYProgramServiceRevenueAmt
PY Investment Income	$8,123,329	PYInvestmentIncomeAmt
CY Investment Income	-$253,667	CYInvestmentIncomeAmt
PY Other Revenue	$15,805,462	PYOtherRevenueAmt
CY Other Revenue	$6,063,623	CYOtherRevenueAmt
PY Total Revenue	$344,110,110	PYTotalRevenueAmt
CY Total Revenue	$383,416,220	CYTotalRevenueAmt
PY Grants And Similar Paid	$9,703,389	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,268,110	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$84,289,254	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$117,316,763	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$225,874,476	PYOtherExpensesAmt
CY Other Expenses	$226,072,973	CYOtherExpensesAmt
PY Total Expenses	$319,867,119	PYTotalExpensesAmt
CY Total Expenses	$344,657,846	CYTotalExpensesAmt
PY Revenues Less Expenses	$24,242,991	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$38,758,374	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,261,986,673	TotalAssetsBOYAmt
Total Assets EOY	$1,074,764,974	TotalAssetsEOYAmt
Total Liabilities BOY	$1,606,246,214	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,792,470,565	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$344,259,541	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$717,705,591	NetAssetsOrFundBalancesEOYAmt
Mission	Our Mission as part of a Catholic health care system is to further the healing ministry of Jesus by continually improving the health and well-being of all people, especially the poor, in the communities we serve.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$226,210,966	ExpenseAmt
Grant	$1,268,110	GrantAmt
Revenue	$381,615,185	RevenueAmt
Desc	Part of Ascension Wisconsin, Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. is the regional parent organization for Wheaton Franciscan Healthcare entities located in the Southeast Wisconsin region. Wheaton Franciscan Healthcare - Southeast Wisconsin provides support for other organizations by providing services such as Finance, Administrative, Human Resources, Benefits Management, Legal, and Organizational Development. Midwest Orthopedic Specialty Hospital (MOSH) is a licensed 16-bed facility in Franklin, Wisconsin. The hospital, which opened in 2009, is a joint venture between 24 independent orthopedic physicians and Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. MOSH offers comprehensive orthopedic services and pain management from board certified physicians in a high technology setting. Ancillary services, such as radiology, lab, pharmacy and rehabilitation services, are provided by Wheaton Franciscan Healthcare - Franklin. The goal is to help patients reach their highest levels of strength, function and independence. Staff includes medical specialists, as well as physical and occupational therapists. Together, they combine experience, skill and knowledge with leading-edge technology to provide exceptional instruction, treatment and follow-up care. A full-service imaging department is equipped with advanced digital imaging technology, including a CT scanner and MRI along with experienced, board-certified radiologists to provide comprehensive orthopedic care. The physicians focus on 14 areas of orthopedic services, with one patient-focused approach. Upon opening the hospital, the physicians and staff signed a commitment statement that promised patients three things: 1) That everything they do is for the patient's health and comfort; 2) That they perform all clinical and technical requirements to the best of their ability; 3) and that they establish a culture of mutual respect among physicians and employees to build the best possible patient experience. As a result, patient satisfaction scores have routinely been in the 90th percentile in every category for several years, and for this MOSH has also won the prestigious Press Ganey Summit Award and Guardian of Excellence award for both patient satisfaction and clinical quality.	Desc
Total Program Service Expenses	$226,210,966	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	Yes (true)	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	579	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2357	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
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	David Mannes Controller	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4144653542	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 W RIVER WOODS Pkwy	AddressLine1Txt
City	Glendale	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53212	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 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
BERNARD J SHERRY
SR VP - ASCENSION WI (START 9/2016)	7.0	44.0	Yes (X)	Yes (X)	$0	$1,559,311	$45,520
RANDALL PERRY
SECRETARY (start 9/2016)	1.0	1.1	Yes (X)	Yes (X)	$0	$0	$101
KURT D VELDHUIZEN CPA
TREASURER (start 9/2016)	1.0	1.1	Yes (X)	Yes (X)	$0	$0	$101
WILLIAM C WERNER
Chair (start 9/2016)	1.0	1.1	Yes (X)	Yes (X)	$0	$0	$101
ROBERT J VENABLE
VICE-CHAIRMAN (start 9/2016)	1.0	1.1	Yes (X)	Yes (X)	$0	$0	$101
SISTER M THERESE GOTTSCHALK
DIRECTOR (START 9/2016)	1.0	6.8	Yes (X)		$0	$0	$0
JOHN BYKOWSKI
Director (start 9/2016)	1.0	1.8	Yes (X)		$0	$0	$101
JOHN SPLUDE
Director (start 9/2016)	1.0	1.1	Yes (X)		$0	$0	$101
PATRICIA DOLHUN MD
BOARD MEMBER (START 9/2016)	1.0	1.1	Yes (X)		$0	$0	$101
CHRIS LABERFING
Director	1.0	0	Yes (X)		$0	$0	$0
Tracy A Rogers
Chief Operating Officer - Ascension WI	9.0	32.0		Yes (X)	$0	$1,380,803	$41,883
Gregory Smith
Sr VP and Chief Info Officer (end 9/2016)	40.0	0.0		Yes (X)	$0	$991,525	$56,817
JONATHAN SOHN
CFO - ASCENSION, WI	7.0	39.0		Yes (X)	$665,984	$41,263	$95,164
Vincent Gallucci
Chief Marketing Officer - Ascension WI	13.0	27.0			$0	$504,634	$8,231	Yes (X)
Sarah Herzog
Chief Legal Officer - Ascension WI	10.0	30.0			$0	$571,731	$46,286	Yes (X)
Douglas Reding MD
Chief Medical Officer - Ascension WI (START 10/2016)	13.0	34.0			$0	$616,522	$34,486	Yes (X)
Celia Shaughnessy
Chief HR Officer - Ascension WI	10.0	30.0			$0	$430,073	$29,945	Yes (X)
TRAVIS D ANDERSEN
Regional President - South Market	17.0	27.0			$0	$1,214,959	$43,221	Yes (X)
Timothy Belec
Chief Information Officer - Ascension WI (start 11/2016)	20.0	20.0			$303,004	$0	$25,930	Yes (X)
Lisa Benson MD
Chief Quality Officer - Ascension WI (start 10/2016)	20.0	20.0			$0	$283,090	$12,058	Yes (X)
Susan Boland
President, South Market (end 4/2017)	35.0	5.0			$490,242	$0	$62,720	Yes (X)
Brenda Bowers
Sr VP Org Change & Leader Dev (end 4/2017)	40.0	0.0			$0	$554,612	$3,149	Yes (X)
COREEN DICUS-JOHNSON
Sr VP Physician and Revenue Operations (end 10/2016)	37.0	3.0			$440,184	$0	$61,795	Yes (X)
Wayne Frangesch
Sr VP Human Resources (end 12/2016)	40.0	0.0			$0	$578,993	$24,835	Yes (X)
JAMES GRESHAM
SR VP, CONTINUING CARE SERVICES (end 6/2016)	0.0	0.0			$0	$364,264	$1,588	Yes (X)
Rita MELZER MD
System Chief Medical Officer (end 12/2016)	40.0	0.0			$0	$763,822	$22,445	Yes (X)
Therese Rocole
Chief Ministry Officer - Ascension WI	13.0	27.0			$285,405	$18,456	$32,805	Yes (X)
Lynn Schuster
Regional Risk Officer - Ascension WI (start 8/2016)	20.0	20.0			$233,288	$0	$43,790	Yes (X)
Julie Swiderski
SR VP, STRATEGIC INITIATIVE (END 6/2016)	0.0	0.0			$331,407	$20,886	$62,998	Yes (X)
Lori Darr
VP Finance	40.0	0			$256,376	$0	$44,946		Yes (X)
Sarah KLEAVELAND KUPCZAK
VP Compliance	40.0	0			$240,962	$0	$43,563		Yes (X)
Timothy Masek
VP Medical Group	40.0	0			$286,047	$0	$37,184		Yes (X)
Abigail Navti-Abongwa
VP Revenue Cycle Operations	40.0	0			$230,806	$0	$25,360		Yes (X)
DEBRA STANDRIDGE
President-North Market	33.0	7.0			$490,937	$0	$70,359		Yes (X)
Michael Lepore
FORMER OFFICER (END 6/2016)	0.0	40.0			$0	$877,156	$9,866			Yes (X)
JOHN OLIVERIO
FORMER OFFICER (END 3/2016)	0.0	40.0			$0	$3,345,565	$59,309			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,254,642	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$14,117,665	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,046,960	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	166	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Trimedx LLC
5451 Lakeview Parkway South Dr	Indianapolis	IN	46268	Other Purchased Services	$7,285,866
Jigsaw LLC
710 N Plankinton Ave	Milwaukee	WI	53203	Advertising and Website Design	$2,993,574
State Collection Services LLC
PO Box 6037	Madison	WI	53716	COLLECTION SERVICES	$2,896,585
ACCENTURE llp
161 n cLARK sT	Chicago	IL	60601	other purchased services	$2,075,074
integrated health network of wi llc
19601 W Bluemount Rd Ste 200	Brookfield	WI	53045	CONSULTING	$1,792,147

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	53	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Related Organizations	$280	RelatedOrganizationsAmt
Government Grants	$2,184	GovernmentGrantsAmt
All Other Contributions	$1,127,546	AllOtherContributionsAmt
Total Contributions	$1,130,010	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT AND SUPPORT SERVICES REVENUE	561000	$352,007,219	$352,007,219
JOINT VENTURE REVENUE	900099	$18,609,934	$18,609,934
INTERCOMPANY INTEREST	900099	$5,846,015	$5,846,015
RENT FROM AFFILIATES	531120	$13,086	$13,086

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$376,476,254	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,969	TotalRevenueColumnAmt
Exclusion	$38,969	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$815,200	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$815,200	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$815,200	TotalRevenueColumnAmt
Exclusion	$815,200	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$292,636	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	-$292,636	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$292,636	TotalRevenueColumnAmt
Exclusion	-$292,636	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
LAUNDRY	812300	$4,562,226	$4,562,226
MEDICAL RECORDS FEES	900099	$576,705	$576,705
CAFETERIA	722514	$104,514		$104,514

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,978	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,978	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,248,423	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$383,416,220	TotalRevenueColumnAmt
Related Or Exempt Func Income	$381,615,185	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$671,025	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,268,110	TotalAmt
Program Services	$1,268,110	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,138,032	TotalAmt
Management And General	$2,138,032	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$73,460,990	TotalAmt
Program Services	$54,205,890	ProgramServicesAmt
Management And General	$19,255,100	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	-$1,721,314	TotalAmt
Program Services	-$1,270,135	ProgramServicesAmt
Management And General	-$451,179	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$37,715,934	TotalAmt
Program Services	$27,830,088	ProgramServicesAmt
Management And General	$9,885,846	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,723,121	TotalAmt
Program Services	$4,115,026	ProgramServicesAmt
Management And General	$1,608,095	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$63,712,000	TotalAmt
Management And General	$63,712,000	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$91,340	TotalAmt
Program Services	$91,340	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$762,750	TotalAmt
Management And General	$762,750	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$151,111	TotalAmt
Management And General	$151,111	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,555,507	TotalAmt
Program Services	$5,418,135	ProgramServicesAmt
Management And General	$6,137,372	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$125,018	TotalAmt
Program Services	$125,018	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,740,272	TotalAmt
Program Services	$7,545,368	ProgramServicesAmt
Management And General	$1,194,904	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,731,124	TotalAmt
Program Services	$3,944,211	ProgramServicesAmt
Management And General	$786,913	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$215,958	TotalAmt
Program Services	$195,808	ProgramServicesAmt
Management And General	$20,150	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$448,061	TotalAmt
Program Services	$332,983	ProgramServicesAmt
Management And General	$115,078	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$22,384,364	TotalAmt
Program Services	$22,119,777	ProgramServicesAmt
Management And General	$264,587	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$33,530,959	TotalAmt
Program Services	$33,328,949	ProgramServicesAmt
Management And General	$202,010	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,795,386	TotalAmt
Program Services	$4,795,386	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MAINTENANCE & REPAIRS	$24,835,762	$24,775,522	$60,240
PURCHASED SERVICES	$24,025,659	$23,301,825	$723,834
SYMPHONY CONVERSION EXPENSE	$9,226,981		$9,226,981
MINOR EQUIPMENT	$4,542,844	$4,396,213	$146,631

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,197,877	TotalAmt
Program Services	$9,691,452	ProgramServicesAmt
Management And General	$2,506,425	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$344,657,846	TotalAmt
Program Services	$226,210,966	ProgramServicesAmt
Management And General	$118,446,880	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$474	BOYAmt
EOY	$31,209,491	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$173,730,564	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$4,874,555	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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$142,151,020	BOYAmt
EOY	$140,836,628	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$50,967	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$11,647,907	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$81,203,964	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$20,333,377	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$149,651,754	BOYAmt
EOY	$60,870,587	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$76,373,897	BOYAmt
EOY	$58,454,027	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$70,245,121	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$720,027,997	BOYAmt
EOY	$696,626,658	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,261,986,673	BOYAmt
EOY	$1,074,764,974	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$733,522,536	BOYAmt
EOY	$39,675,081	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$488,171	BOYAmt
EOY	$643,723	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$872,235,507	BOYAmt
EOY	$1,752,151,761	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,606,246,214	BOYAmt
EOY	$1,792,470,565	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$345,585,715	BOYAmt
EOY	-$717,705,591	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,326,174	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$344,259,541	BOYAmt
EOY	-$717,705,591	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,261,986,673	BOYAmt
EOY	$1,074,764,974	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$38,758,374	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$412,204,424	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	9	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (9 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
WHEATON FRANCISCAN INC
390816857	3	false	$90,964,256	$0
WFH - ALL SAINTS INC
391264986	3	false	$80,323,992	$0
WFH - ST FRANCIS INC
390907740	3	false	$40,554,810	$0
WFH - FRANKLIN INC
562592868	3	false	$21,401,223	$0
WFH PHARMACY ENT AND FRAN WOODS INC
391613624	9	false	$2,806,240	$0
WHEATON FRANCISCAN MEDICAL GROUP INC
391791586	3	false	$20,743,164	$0
WHEATON FRANCISCAN LABORATORIES INC
391701402	9	false	$6,613,910	$0
Wheaton Franciscan Home Health and Hospice Inc (through 8116)
391559428	3	false	$107,359	$0
WFH - Terrace at St Francis Inc
391486775	9	false	$764,588	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	9	SupportedOrganizationsTotalCnt
Support Sum	$264,279,542	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	Yes (true)	OrganizationChangeSuprtOrgInd
Support Non Supported Org	Yes (true)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (true)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (true)	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 (true)	AppointElectMajorityOfficerInd
Exercise Direction Policies	Yes (true)	ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name	OUR SUPPORTED ORGANIZATIONS ARE NOT NORMALLY LISTED BY NAME IN THE GOVERNING DOCUMENTS. WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. IS A TIER II PARENT ORGANIZATION, AND DUE TO LONG-STANDING HISTORICAL RELATIONSHIPS AS WELL AS RELATIONSHIPS THAT ARE OFFICIALLY DELINEATED IN OUR ORGANIZATIONAL CHART, SUPPORTS ALL ORGANIZATIONS AT THE TIER III LEVEL THAT ARE NOT THEMSELVES SUPPORTING ORGANIZATIONS. WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. PROVIDES THIS SUPPORT BY WAY OF CORPORATE OVERSIGHT AND RELATED ADMINISTRATIVE AND PROGRAM SERVICES SUCH AS PAYROLL, HUMAN RESOURCES, LEGAL SERVICES, AND MANY OTHERS, WHICH RESULT IN MONETARY EQUITY transfers and intercompany journal entries that provide "support".
Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org.	Effective 7/1/2016, Wheaton Franciscan Healthcare - Terrace at St. Francis, Inc. was transferred to Ascension Senior Living. Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. continues to administer the accounting activities, which include support, which is in turn reimbursed by Ascension Senior Living. Effective 8/1/2016, Wheaton Franciscan Home Health and Hospice, Inc. was converted to an LLC, then transferred to Ascension Health at Home. As such, this organization was only supported through this date.
Schedule A, Part IV, Section A, Line 6 Support to other supported orgs	WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. IS A TIER II PARENT ORGANIZATION THAT IS PART OF A CONTROLLED GROUP OF HEALTHCARE PROVIDER ORGANIZATIONS. AS SUCH, IT IS COMMON TO HAVE INTERCOMPANY JOURNAL ENTRIES THAT RESULT IN SUPPORT BEING PROVIDED TO OTHER SUPPORTING ORGANIZATIONS WITHIN THE GROUP, THAT MAY PROVIDE ADDITIONAL SUPPORT TO ONE OR MORE OF THE SAME SUPPORTED ORGANIZATION. ADDITIONALLY, WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. PROVIDES CERTAIN SUPPORT TO A 50% OWNED JOINT VENTURE UNDER A PURCHASED SERVICES AGREEMENT.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies	BY VIRTUE OF OVERLAPPING BOARD MEMBERS, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S DAILY OPERATIONS. THE INVESTMENTS ARE HELD AT THE NATIONAL SYSTEM OFFICE BY ASCENSION HEALTH. THE ASCENSION SPONSOR, THROUGH ITS CONTROL OF THE ASCENSION BOARD, CONTROLS THE SYSTEM'S INTEGRATED STRATEGIC OPERATIONAL FINANCIAL PLAN, ANNUAL TARGETS AND INITIATIVES. WITHIN THIS OPERATIONAL FRAMEWORK, CERTAIN EXPENDITURES OF FUNDS, CAPITAL INVESTMENTS, ISSUANCE OF DEBT, ETC. ARE SUBJECT TO ASCENSION-LEVEL APPROVAL.
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee	Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and its supported organizations have several members of its governing bodies that serve on common boards. These members hold reserved powers that include, but are not limited to, the election of members of the governing body and election of officers.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities	Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and its supported organizations have several members of its governing bodies that serve on common boards. These members hold reserved powers that include, but are not limited to, approval of certain financial expenditures in accordance with policies and procedures, and approval of budgets and strategic plans.

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)
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$138,294	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$692	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$12,125	OtherActivitiesAmt
Total Lobbying Expenditures	$151,111	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

ASCENSION WISCONSIN WAS PART OF A CONTROLLED GROUP OF HEALTHCARE ORGANIZATIONS RELATED THROUGH A COMMON PARENT ORGANIZATION. CERTAIN ENTITIES WITHIN THIS CONTROLLED GROUP ENGAGED IN LIMITED LOBBYING ACTIVITIES THAT BENEFITED EACH ORGANIZATION COLLECTIVELY. FOR CALENDAR YEAR 2016, TWO INDIVIDUALS WERE EMPLOYED WHOSE RESPONSIBILITIES INCLUDED OVERSIGHT AND MANAGEMENT OF LOBBYING ACTIVITIES FOR THESE ORGANIZATIONS - THE SENIOR VICE PRESIDENT OF STRATEGIC INITIATIVES (THROUGH 06/30/2016) AND THE DIRECTOR OF GOVERNMENT RELATIONS AND ADVOCACY. THE SENIOR VICE PRESIDENT PROVIDED STRATEGIC OVERSIGHT FOR THE DEPARTMENT AND PARTICIPATED IN VISITS WITH KEY ELECTED OFFICIALS WHEN APPROPRIATE. THE DIRECTOR PROVIDED ON-THE-GROUND SUPPORT, SERVED AS THE FIRST POINT OF CONTACT FOR ELECTED OFFICIALS, AND EXECUTED ON LEGISLATIVE LOBBYING ACTIVITIES THAT SUPPORTED THE STRATEGIC INTERESTS OF THE ORGANIZATION. WE ESTIMATE THESE LOBBYING ACTIVITIES APPROXIMATED 50% OF TOTAL ANNUAL SALARY FOR THE DIRECTOR AND 15% FOR THE SENIOR VICE PRESIDENT. A BENEFITS FACTOR OF 25% WAS ADDED, AND THE TOTAL WAS ALLOCATED AMONGST THE ORGANIZATIONS THAT RECEIVED THE BENEFIT OF THESE SERVICES. THE LOBBYING ACTIVITIES INCLUDED ADVOCACY EFFORTS RELATED TO PUBLIC POLICY PROPOSALS SUCH AS: CHANGES TO MEDICARE AND MEDICAID FUNDING; FEDERAL OR STATE LEGISLATION THAT MAY IMPACT THE ORGANIZATIONS IN WISCONSIN; PARTICIPATING IN AND COORDINATING VISITS WITH ELECTED OFFICIALS AT ALL LEVELS OF GOVERNMENT (LOCAL, STATE AND FEDERAL); MOBILIZING GRASSROOTS EFFORTS ON BEHALF OF THE ORGANIZATION ON ISSUES OF IMPORTANCE; COORDINATING ADVOCACY ACTIVITIES IN CONJUNCTION WITH RELEVANT TRADE ASSOCIATIONS; AND PROVIDING INTERNAL AWARENESS ON SPECIFIC STATE-RELATED LEGISLATIVE ISSUES WHEN THE NEED ARISES. THE PORTION OF DIRECT EXPENSES RELATED TO ANNUAL EMPLOYEE BUSINESS TRAVEL TO WASHINGTON DC, MADISON WI, OR OTHER LOCATIONS, IN ORDER TO LOBBY FOR ISSUES IMPORTANT TO HEALTHCARE PROVIDERS AND PATIENTS, HAVE BEEN INCLUDED IF APPLICABLE. FINALLY, ANY TRADE ASSOCIATION DUES CONTAINING A PERCENTAGE PORTION ALLOCABLE TO LOBBYING ACTIVITIES, HAS BEEN IDENTIFIED, AND INCLUDED WHERE APPROPRIATE.

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,623,540	OtherCostOrOtherBasisAmt
Book Value	$6,623,540	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$33,777,638	OtherCostOrOtherBasisAmt
Depreciation	$1,991,620	DepreciationAmt
Book Value	$31,786,018	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,700	OtherCostOrOtherBasisAmt
Depreciation	$10,400	DepreciationAmt
Book Value	$1,300	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,967,066	OtherCostOrOtherBasisAmt
Depreciation	$18,041,411	DepreciationAmt
Book Value	$20,925,655	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,824,020	OtherCostOrOtherBasisAmt
Depreciation	$289,946	DepreciationAmt
Book Value	$1,534,074	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$60,870,587	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT MIDWEST ORTHOPEDIC	$58,409,152	C
INVESTMENT WF HOLDINGS
INVESTMENT WF ENTERPRISES
Investment in Cyclotron	$44,875	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$58,454,027	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
NONCURRENT AWUL
OTHER LONG TERM ASSETS
TOTAL PREPAID AND OTHER
INVESTMENT IN UNCOMBINED AFFIL
Due from Affiliates	$687,289,113
Other Assets	$21,876
Other Receivables	$9,315,669

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$696,626,658	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Intercompany Debt with Ascension Health Alliance/Other Debt	$633,221,316
Due to Affiliates	$908,461,624
Lease Liability	$100,130
Pension and Other Post retirement Liability	$205,368,691
Valuation Allowance	$5,000,000

Field	Value	IRS element (for citing)
Total Liability	$1,752,151,761	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2017.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	250	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$44,037	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$44,037	NetCommunityBenefitExpnsAmt
Total Expense	0.0023	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,135,317	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,292,870	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$842,447	NetCommunityBenefitExpnsAmt
Total Expense	0.0444	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$2,179,354	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,292,870	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$886,484	NetCommunityBenefitExpnsAmt
Total Expense	0.0467	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	3	ActivitiesOrProgramsCnt
Persons Served	5	PersonsServedCnt
Total Community Benefit Expns	$4,577	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$4,577	NetCommunityBenefitExpnsAmt
Total Expense	0.0002	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Persons Served	68	PersonsServedCnt
Total Community Benefit Expns	$27,240	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$27,240	NetCommunityBenefitExpnsAmt
Total Expense	0.0014	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Persons Served	612	PersonsServedCnt
Total Community Benefit Expns	$93,885	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$93,885	NetCommunityBenefitExpnsAmt
Total Expense	0.0049	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	7	ActivitiesOrProgramsCnt
Persons Served	685	PersonsServedCnt
Total Community Benefit Expns	$125,702	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$125,702	NetCommunityBenefitExpnsAmt
Total Expense	0.0066	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	7	ActivitiesOrProgramsCnt
Persons Served	685	PersonsServedCnt
Total Community Benefit Expns	$2,305,056	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,292,870	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,012,186	NetCommunityBenefitExpnsAmt
Total Expense	0.0533	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,742	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,742	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$8,245	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$8,245	NetCommunityBenefitExpnsAmt
Total Expense	0.0004	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$10,987	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,987	NetCommunityBenefitExpnsAmt
Total Expense	0.0006	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$10,835	BadDebtExpenseAmt
Bad Debt Expense Attributable	$217	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$5,124,628	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$3,494,055	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$1,630,573	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

Field	Value	IRS element (for citing)
Business Name Line1	Midwest Orthopedic Specialty Hospital LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	ORTHOPEDIC HOSPITAL	PrimaryActivitiesTxt
Org Profit Or Ownership	0.5	OrgProfitOrOwnershipPct
Physicians Profit Or Ownership	0.5	PhysiciansProfitOrOwnershipPct

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10101 S 27TH STREET 2ND FLOOR	AddressLine1Txt
City	FRANKLIN	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53132	ZIPCd

Field	Value	IRS element (for citing)
Website Address	HTTP://WWW.MYMOSH.COM	WebsiteAddressTxt
State License	1070 (WI)	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Research Facility	Yes (X)	ResearchFacilityInd
Other	ORTHOPEDIC ROTATION	OtherDesc
Facility Reporting Group	1	FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	1	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	15	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.mywheaton.org/app/files/public/4333/2016-chna-report-midwest-orthopedic-specialty-hospit	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	15	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	http://www.mywheaton.org/app/files/public/4323/2016-chna-implementation-plan-midwest-orthopedic-spec	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	250.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.0	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.mywheaton.org/about-wheaton/billing-information/#policy	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.mywheaton.org/about-wheaton/billing-information/#policy	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.mywheaton.org/about-wheaton/billing-information/#policy	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
FAP Translated	Yes (X)	FAPTranslatedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	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
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility 1, 1	Facility 1, 1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 1,967 telephone interviews were completed between March 16 and July 14, 2015 for Milwaukee County including 1,200 interviews during the same timeframe for the City of Milwaukee; 400 telephone interviews were completed between February 2 and February 23, 2015 for Waukesha County; and 1,967 telephone interviews were completed between February 2 and March 3, 2015 for Racine County including 400 interviews during the same timeframe for the City of Racine. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. Each of these organizations serves the medically underserved, low-income, and minority populations. * United Way of Greater Milwaukee * City of Milwaukee Health Department * North Shore Health Department * Milwaukee County of Health and Human Services * Children's Health Alliance of Wisconsin * North Shore Health Department * United Community Center * The Faye McBeath Foundation * AIDS Resource Center of Wisconsin * Community Services for Children's Hospital and Health System * Children's Hospital of Wisconsin * Wisconsin Department of Public Health Services * Greater Milwaukee Foundation * Milwaukee Common Council * Wauwatosa Health Department * Helen Bader Foundation * Black Health Coalition of Wisconsin * Medical College of Wisconsin Institute for Health and Society * West Allis and West Milwaukee Health Department * South Milwaukee Health Department * UW-Milwaukee Joseph J. Zilber School of Public Health * YWCA Milwaukee * Hales Corners Health Department * Medical Society of Milwaukee County * Oak Creek Health Department * Greenfield Health Department * Saint Francis Health Department * Greendale Health Department * UNCOM (United Neighborhood Centers of Milwaukee * Milwaukee Oral Health Task Force * Columbia St. Mary's * Milwaukee Health Care Partnership * Lindsay Heights Health Alliance * Community Advocates * Cudahy Health Department * YMCA of Metro Milwaukee * Latino Health Coalition * Boys and Girls Club of Greater Milwaukee * Staff Housing Authority of the City of Milwaukee * Residents from Parklawn and Highland Gardens
Schedule H, Part V, Section B, Line 6a Facility 1, 1	Facility 1, 1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL. Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, and Froedtert Health.
Schedule H, Part V, Section B, Line 7 Facility 1, 1	Facility 1, 1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL. Several reports applicable to our Wisconsin Hospital Facilities are available at the Milwaukee Health Care Partnership's (MHCP) website at http://mkehcp.org/publications. MHCP is a public / private consortium dedicated to improving health care coverage, access, and care coordination for underserved populations in Milwaukee County, with the goals of improving health outcomes, eliminating disparities, and reducing the total cost of care.
Schedule H, Part V, Section B, Line 11 Facility 1, 1	Facility 1, 1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL. Using the CHNA completed in June 2016, the hospital developed, adopted, and worked on executing a three-year implementation strategy to address priority community health needs. In Fiscal year 2017 (tax year 2016), the hospital implemented the following plan to address the priority needs: Access to Care -- Assist individuals with access to orthopedic care -- Provided athletic training staff for area high school extra curricular activities to ensure proper training and injury recovery -- Hosted a Franklin Bike Rodeo to teach children the skills and precautions to ride a bicycle safely. -- Participated in Franklin Senior Health Fair to provide medication and orthopedic education -- Participate in Senior Health Fairs and provide education on mobility and bone health education -- Developed community relationships to continue to promote bone health and assessing the risk for falls Explanation on needs identified in CHNA that are not being addressed: While our organization understands the importance of meeting all of the needs of the community, an in depth assessment was completed in which the key leaders involved with work within MOSH were able to identify the needs that would be most impacted by the site. The top health needs identified by MOSH leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: Coverage: MOSH feels that this significant need is outside of our scope of services. We are committed to focusing efforts on providing access to care to those within our community regardless of their coverage. We will continue to support other initiatives regarding this need in a secondary capacity when necessary. Mental and Behavioral Health: While MOSH understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on Mental and Behavioral Health. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants named the following existing strategies in the county to address mental health: inpatient and outpatient mental health services; increased bullying awareness; housing first strategy; community behavioral health redesign is underway; Milwaukee Center for Independence programming that manages medication and re-integrates people with mental health issues into the community, jobs, and housing; crisis intervention training for employees; efforts within schools and school-community partnerships; mental and behavioral health task forces; implementing trauma informed care; and more mental health providers are being added in the community. Alcohol and Drug Use: While MOSH understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on alcohol and drug use. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants indicated a number of organizations across sectors are already addressing these issues by providing services, and education is in place within the schools. Specific strategies named include needle exchange and Sharps collection programs, public campaigns and media coverage of the issues, prescription drug drop off locations, the Wisconsin Prescription Drug Monitoring Program (PDMP), medication lock boxes sold at cost, the Community Health Improvement Plan, and community capacity building. We are committed to supporting these efforts in a secondary capacity as necessary. Injury and Violence: MOSH feels that this significant need is outside of our scope of services. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Existing strategies to address injury prevention include home assessment, injury prevention programs for seniors, newsletters, car seat checks and car safety programs, bicycle rodeos, messages in school planners, promotion of helmet use, and pedestrian safety messaging. Related to crime, validated risk assessment tools, addressing poverty, community policing, the Community Justice Council, hotspotting, Project Ujima, the Medical College of Wisconsin Injury Research Center, and the Milwaukee Peace Summit were existing strategies named. Regarding family violence and child abuse, Sojourner Family Peace Center's programs; the Hmong American Women's Association's programs, services, and support within the clan system; the Safe and Sound Collaborative; family support services; implementing trauma informed care principles; Denim Day and other awareness campaigns; and mindfulness programs were named as existing strategies to address violence. Due to the lack of resources and expertise MOSH in this area, we have committed to supporting this need in a secondary capacity as necessary. Chronic Disease, High Blood Pressure, Nutrition and Obesity: MOSH feels that this growing concern is outside of their scope of services, but is aware that our Franklin Campus is focusing their efforts in this need. MOSH is committed to supporting Franklin in a secondary capacity as necessary.
Schedule H, Part V, Section B, Line 16 Facility 1, 1	Facility 1, 1 - Midwest Orthpedic Specialty Hospital. The filing organization takes several proactive approaches to make patients aware of our financial assistance policy. In addition to our policy being posted on our website and available to anyone who requests one, there is abundant signage throughout our facility explaining our financial assistance policy and how to obtain the actual policy, if desired. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as in inpatient and outpatient admitting and registration areas, physician offices, and emergency departments. Brochures describing the policy are available in the same locations, and the policy is discussed at the time of registration or pre-registration, admission, discharge, and with billing for those identified with a need. Patients who call and express a financial hardship with paying their bill will be assisted by a customer service representative, who will assist the patient in setting up an appointment to meet with a financial advocate who will go over the financial assistance policy in detail, get the financial assistance application process started, and educate the patient regarding any questions they may have. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. Additionally, our Financial Assistance Policy, Financial Assistance Application, and Plain Language Summary are available on our website, https://www.mywheaton.org/about-wheaton/billing-information/#policy. The Financial Assistance Policy and Application have been translated into 8 languages: English, Spanish, Chinese, Hmong, Laotian, Arabic, Russian, and Serbian/Croatian. In the case of our Plain Language Summary, a 9th language (Telugu) is available.

Field	Value	IRS element (for citing)
Facility	0	FacilityNum

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part VI, Line 7 Additional Information on Community Benefit	COMMUNITY BENEFIT AMOUNTS ARE COMPILED USING TOTAL ACTUAL COSTS PER THE HOSPITAL'S MANAGERIAL ACCOUNTING SYSTEM IN USE, WHICH INCLUDES ALL PATIENT SEGMENTS INCLUDING INPATIENT, OUTPATIENT, EMERGENCY ROOM, PRIVATE INSURANCE, MEDICAID, MEDICARE, MEDICARE HMO, UNINSURED, AND SELF-PAY PATIENTS. MEDICARE IS REPORTED USING THE MOST RECENTLY FILED COST REPORT AT THE TIME THE ANNUAL REPORT AND RELATED COMMUNITY BENEFIT INFORMATION IS PUBLISHED. COMMUNITY BENEFIT AMOUNTS WERE DETERMINED FOR EXTERNAL REPORTING PURPOSES, AND AMOUNTS ARE SUMMARIZED USING A SOFTWARE APPLICATION RECOMMENDED BY THE CATHOLIC HEALTH ASSOCIATION BECAUSE IT HAS THE ABILITY TO PROVIDE THE INFORMATION IN A FORMAT SUITABLE FOR SCHEDULE H PRESENTATION. Although community benefit reporting is not required in the state of Wisconsin, the organization VOLUNTARILY REPORTS COMMUNITY BENEFIT INFORMATION IN WISCONSIN BY REPORTING THE INFORMATION TO THE WISCONSIN HOSPITAL ASSOCIATION.
Schedule H, Part V, Section B, Line 17 Billing and Collection Policy	During tax year 2017, the organization learned via verbal comments of IRS agents at public events that the IRS intends that the "readily obtainable" standard in the 501(r) regulations for the AGB calculation and billing and collection policy is only met if those items are posted to the organization's web site. The organization had interpreted that web posting standard to be a safe harbor after consulting with external counsel and tax advisors, and timely took other steps to make the information readily obtainable. Consequently, the organization does not believe its decision to not post these documents to its web site rises to the level of a failure, nor does it believe the circumstances were either willful or egregious, having otherwise timely taken the steps necessary to attain and continue to maintain compliance with the other requirements related to the billing and collection policy and the AGB, as part of its policies and procedures for ensuring compliance with all aspects of 501(r). However, the organization is making this voluntary disclosure in order to communicate to the IRS the changes it is undertaking in response to the recent IRS informal guidance on this specific point concerning the "readily obtainable" standard, and the fact that the organization has started the work necessary to post its AGB information and billing and collection policy to its web site and will complete those additional postings as soon as reasonably possible. The other web postings required under 501(r) (i.e., those related to the community health needs assessment and the financial assistance policy) were timely completed and continue to remain in place as required. The organization believes its safeguards worked as intended in this case (i.e., the organization has regular communications with a number of external law firms and tax consultants and the timely attention to the recent guidance was supported by the framework of regular access to subject matter experts). These changes are in the process of being incorporated into corporate policies and procedures that apply to the organization.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	The cost of providing charity care, means-tested government programs, and other community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. For the information in the table, a cost-to-charge ratio was calculated and applied.
Schedule H, Part II Community Building Activities	In the area of communitiy building, Ascension SE Wisconsin provides health care career education and job shadowing experiences for schools in Milwaukee County. The hospital offers mentoring and observational learning experiences by having an individual assigned to a staff member (or members) for the purpose of gaining insight about various professional roles and work responsibilities within a health care system. According to the County Health Rankings, employment provides income and, often, benefits that can support healthy lifestyle choices. Unemployment and under employment limit these choices, and negatively affect both quality of life and health overall. In addition, Ascension SE Wisconsin staff support local homeless shelters by providing and serving meals to persons living in poverty. Food insecurity has been shown to be linked to increased risk of chronic diseases, particularly among low income populations.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the Corporation follows established guidelines for placing certain past-due patient balances within collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the Corporation's policies. After applying the cost-to-charge ratio, the share of the bad debt expense in fiscal year 2017 was $48,067 at charges, ($10,835 at cost).
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	The provision for doubtful accounts is based upon management's assessment of expected net collections considering historical experience, economic conditions, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	The organization is part of the Ascension Health Alliance's consolidated audit in which the footnote that discusses the bad debt expense begins on page 19.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	A cost to charge ratio is applied to the organization's Medicare Expense to determine the Medicare allowable costs reported in the organization's Medicare Cost Report. Ascension Health and its related health ministries follow the Catholic Health Association (CHA) guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	The filing organization FOLLOWS THE ASCENSION GUIDELINES FOR COLLECTION PRACTICES RELATED TO PATIENTS QUALIFYING FOR CHARITY OR FINANCIAL ASSISTANCE. A PATIENT CAN APPLY FOR CHARITY OR FINANCIAL ASSISTANCE AT ANY TIME DURING THE COLLECTION CYCLE. ONCE QUALIFYING DOCUMENTATION IS RECEIVED, THE PATIENT'S ACCOUNT IS ADJUSTED. PATIENT ACCOUNTS FOR THE QUALIFYING PATIENT IN THE PREVIOUS SIX MONTHS MAY ALSO BE CONSIDERED FOR CHARITY OR FINANCIAL ASSISTANCE. ONCE A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE, ALL COLLECTION ACTIVITY IS SUSPENDED.
Schedule H, Part V, Section B, Line 16a FAP website	1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL: Line 16a URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy;
Schedule H, Part V, Section B, Line 16b FAP Application website	1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL: Line 16b URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	1 - MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL: Line 16c URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy;
Schedule H, Part VI, Line 2 Needs assessment	In addition to the CHNA reported in Part V, Section B, Wisconsin hospitals, including the Midwest Orthopedic & Specialty Hospital uses both hospital data and reliable, third party reports, including data from government sources, to assess the health needs of the community it serves. These reports provide information about key health, socioeconomic, and demographic indicators that point to areas of need. Midwest Orthopedic & Specialty Hospital utilizes this information to determine develop programs and services to be provided for the community. These needs and initiatives are presented to senior leadership and board members to ensure the findings are considered in developing the organization's strategy, policy development, and internal financial and operational decisions.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	The filing organization iS COMMITTED TO DELIVERING EFFECTIVE, SAFE, PERSON-CENTRIC, HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. AS A NONPROFIT HOSPITAL (OR HEALTH SYSTEM), IT IS OUR MISSION AND PRIVILEGE TO PLAY THIS IMPORTANT ROLE IN OUR COMMUNITY. STAFF SCREEN UNINSURED PATIENTS AND IF FOUND POTENTIALLY ELIGIBLE FOR A GOVERNMENT FUNDING SOURCE, PROVIDE ASSISTANCE AND/OR RESOURCES TO THE PATIENT AND THEIR FAMILY. IF A PATIENT IS NOT ELIGIBLE FOR A PAYMENT SOURCE, our FINANCIAL ASSISTANCE POLICY COVERS PATIENTS WHO LACK THE FINANCIAL RESOURCES TO PAY FOR ALL OR PART OF THEIR BILLS. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON THE ANNUAL FEDERAL POVERTY GUIDELINES and is provided for tHOSE WHO EARN UP TO 400% OF THE FEDERAL POVERTY LEVEL. The following documents are widELY PUBLICIZEd on the organization's website at: https://www.mywheaton.org/about-wheaton/billing-information/#policy - FINANCIAL ASSISTANCE POLICY - FINANCIAL ASSISTANCE APPLICATION - FINANCIAL ASSISTANCE POLICY SUMMARY - LIST OF PROVIDERS COVERED BY THE FINANCIAL ASSISTANCE POLICY The organization also MAKES PAPER COPIES OF the following DOCUMENTS AVAILABLE UPON REQUEST: - FINANCIAL ASSISTANCE POLICY - FINANCIAL ASSISTANCE APPLICATION - FINANCIAL ASSISTANCE POLICY SUMMARY - LIST OF PROVIDERS COVERED BY THE FINANCIAL ASSISTANCE POLICY - AMOUNT GENERALLY BILLED CALCULATION PAPER COPIES ARE MADE READILY AVAILABLE AS PART OF THE INTAKE, DISCHARGE, AND CUSTOMER SERVICE PROCESSES. UPON REQUEST, PAPER COPIES CAN ALSO BE OBTAINED BY MAIL. The organization INFORMS ITS PATIENTS OF THE FINANCIAL ASSISTANCE POLICY VIA A NOTICE ON PATIENT BILLING STATEMENTS, INCLUDING THE PHONE NUMBER AND WEB ADDRESS WHERE MORE INFORMATION CAN BE OBTAINED. Signage displayed in the emergency room and admission area also INFORMS PATIENTS OF THE FINANCIAL ASSISTANCE POLICY.
Schedule H, Part VI, Line 4 Community information	Please see detailed information provided at Schedule H Part V Section B Lines 1-12 and Part VI Line 5.
Schedule H, Part VI, Line 5 Promotion of community health	The organization's GOVERNING BODY IS COMPRISED OF PERSONS REPRESENTING DIVERSE ASPECTS AND INTERESTS OF THE COMMUNITY. MANY MEMBERS OF the GOVERNING BODY RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA; WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS OR SPECIALTIES. SURPLUS FUNDS are provided TO FUND IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION, and RESEARCH through DONATIONS from supporting organizations. Please also see Part III for community activities undertaken by this organization, as well as a compilation of regional charity care information.
Schedule H, Part VI, Line 6 Affiliated health care system	The filing organization IS AN AFFILIATE OF Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and ASCENSION HEALTH. The hospital's aFFILIATES ARE LARGE MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT MINISTRIES INCLUDING HOSPITAL AND NON-HOSPITAL MINISTRIES (PHYSICIAN GROUP PRACTICES, HOSPITAL ORGANIZATIONS, RESEARCH, HOME HEALTH, DURABLE MEDICAL EQUIPMENT AND SENIOR FACILITIES). THESE MINISTRIES WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF SERVING AS A HEALING PRESENCE WITH SPECIAL CONCERN FOR OUR NEIGHBORS ESPECIALLY THOSE WHO ARE poor or VULNERABLE. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION AND RESEARCH. THE ORGANIZATIONS WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, STATE AND NATIONAL LEVEL. ASCENSION HEALTH ALLIANCE, D/B/A ASCENSION (ASCENSION), IS A MISSOURI NONPROFIT CORPORATION FORMED ON SEPTEMBER 13, 2011. ASCENSION IS THE SOLE CORPORATE MEMBER AND PARENT ORGANIZATION OF ASCENSION HEALTH, A CATHOLIC NATIONAL HEALTH SYSTEM CONSISTING PRIMARILY OF NONPROFIT CORPORATIONS THAT OWN AND OPERATE LOCAL HEALTHCARE FACILITIES, OR HEALTH MINISTRIES, LOCATED IN 23 OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA. ASCENSION IS SPONSORED BY ASCENSION SPONSOR, A PUBLIC JURIDIC PERSON. THE PARTICIPATING ORGANIZATIONS/ENTITIES OF ASCENSION SPONSOR ARE THE DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL, ST. LOUISE PROVINCE; THE CONGREGATION OF ST. JOSEPH; THE CONGREGATION OF THE SISTERS OF ST. JOSEPH OF CARONDELET; THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE, INC. - AMERICAN PROVINCE; AND THE SISTERS OF THE SORROWFUL MOTHER OF THE THIRD ORDER OF ST. FRANCIS OF ASSISI - US/CARIBBEAN PROVINCE. The organization PROMOTES THE HEALTH OF THE COMMUNITY BY providing healthcare services in the Southeast Wisconsin area, regardless of the person's ability to pay, because it is our mission to improve the lives of those in the communities we serve.
Schedule H, Part VI, Line 7 State filing of community benefit report	WI

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt
HOSPITAL SISTERS MISSION OUTREACH CORPORATION INC
4930 Laverna Rd	Springfield	WI	62707	352271729	501(C)(3)	$121,264	cost	medical supplies	OPERATING SUPPORT
UNITED WAY OF GREATER MILWAUKEE
225 W Vine Street	Milwaukee	WI	53209	390806190	501(c)(3)				OPERATING SUPPORT	$15,000
SET Ministry Inc
2977 N 50th Street	Milwaukee	WI	53210	361618277	501(c)(3)				OPERATING SUPPORT	$8,603
School District of Elmbrook
16900 W Gebhardt	Brookfield	WI	53005	391028780	501(c)(3)				OPERATING SUPPORT	$5,000
WHEATON FRANCISCAN INC
5000 WEST CHAMBERS ST	MILWAUKEE	WI	53210	390816857	501(C)(3)				OPERATING SUPPORT	$1,096,295

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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
BERNARD J SHERRY
SR VP - ASCENSION WI (START 9/2016)	$0	$745,387	$0	$575,928	$0	$237,996	$0	$17,226	$0	$28,294	$0	$1,604,831	$0	$0
Michael Lepore
FORMER OFFICER (END 6/2016)	$0	$280,425	$0	$190,400	$0	$406,331	$0	$0	$0	$9,866	$0	$887,022	$0	$0
JOHN OLIVERIO
FORMER OFFICER (END 3/2016)	$0	$1,040,943	$0	$1,463,000	$0	$841,622	$0	$0	$0	$59,309	$0	$3,404,874	$0	$0
Tracy A Rogers
Chief Operating Officer - Ascension WI	$0	$717,307	$0	$547,153	$0	$116,343	$0	$15,900	$0	$25,983	$0	$1,422,686	$0	$0
Gregory Smith
Sr VP and Chief Info Officer (end 9/2016)	$0	$308,949	$0	$157,500	$0	$525,076	$0	$30,604	$0	$26,213	$0	$1,048,342	$0	$0
JONATHAN SOHN
CFO - ASCENSION, WI	$447,068	$40,331	$206,003	$0	$12,913	$932	$0	$67,575	$25,157	$2,432	$691,141	$111,270	$0	$0
Vincent Gallucci
Chief Marketing Officer - Ascension WI	$0	$358,698	$0	$142,628	$0	$3,308	$0	$7,950	$0	$281	$0	$512,865	$0	$0
Sarah Herzog
Chief Legal Officer - Ascension WI	$0	$425,348	$0	$123,200	$0	$23,183	$0	$20,734	$0	$25,552	$0	$618,017	$0	$0
Douglas Reding MD
Chief Medical Officer - Ascension WI (START 10/2016)	$0	$517,958	$0	$86,443	$0	$12,121	$0	$13,250	$0	$21,236	$0	$651,008	$0	$0
Celia Shaughnessy
Chief HR Officer - Ascension WI	$0	$295,713	$0	$103,994	$0	$30,366	$0	$7,950	$0	$21,995	$0	$460,018	$0	$0
TRAVIS D ANDERSEN
Regional President - South Market	$0	$564,396	$0	$517,513	$0	$133,050	$0	$13,250	$0	$29,971	$0	$1,258,180	$0	$0
Timothy Belec
Chief Information Officer - Ascension WI (start 11/2016)	$255,845	$0	$46,220	$0	$939	$0	$24,913	$0	$1,017	$0	$328,934	$0	$0	$0
Lisa Benson MD
Chief Quality Officer - Ascension WI (start 10/2016)	$0	$280,654	$0	$0	$0	$2,436	$0	$11,509	$0	$549	$0	$295,148	$0	$0
Susan Boland
President, South Market (end 4/2017)	$475,700	$0	$0	$0	$14,542	$0	$48,656	$0	$14,064	$0	$552,962	$0	$0	$0
Brenda Bowers
Sr VP Org Change & Leader Dev (end 4/2017)	$0	$197,356	$0	$109,550	$0	$247,706	$0	$0	$0	$3,149	$0	$557,761	$0	$0
COREEN DICUS-JOHNSON
Sr VP Physician and Revenue Operations (end 10/2016)	$428,283	$0	$0	$0	$11,901	$0	$41,861	$0	$19,934	$0	$501,979	$0	$0	$0
Wayne Frangesch
Sr VP Human Resources (end 12/2016)	$0	$387,090	$0	$181,122	$0	$10,781	$0	$0	$0	$24,835	$0	$603,828	$0	$0
JAMES GRESHAM
SR VP, CONTINUING CARE SERVICES (end 6/2016)	$0	$155,378	$0	$0	$0	$208,886	$0	$0	$0	$1,588	$0	$365,852	$0	$0
Rita MELZER MD
System Chief Medical Officer (end 12/2016)	$0	$367,204	$0	$201,248	$0	$195,370	$0	$0	$0	$22,445	$0	$786,267	$0	$0
Therese Rocole
Chief Ministry Officer - Ascension WI	$212,511	$17,550	$63,300	$0	$9,594	$906	$27,996	$0	$4,572	$237	$317,973	$18,693	$0	$0
Lynn Schuster
Regional Risk Officer - Ascension WI (start 8/2016)	$190,436	$0	$40,520	$0	$2,332	$0	$21,035	$0	$22,755	$0	$277,078	$0	$0	$0
Julie Swiderski
SR VP, STRATEGIC INITIATIVE (END 6/2016)	$234,470	$20,056	$87,500	$0	$9,437	$830	$32,777	$0	$27,766	$2,455	$391,950	$23,341	$0	$0
Lori Darr
VP Finance	$214,518	$0	$40,240	$0	$1,618	$0	$19,401	$0	$25,545	$0	$301,322	$0	$0	$0
Sarah KLEAVELAND KUPCZAK
VP Compliance	$199,054	$0	$40,420	$0	$1,488	$0	$18,278	$0	$25,285	$0	$284,525	$0	$0	$0
Timothy Masek
VP Medical Group	$265,533	$0	$18,900	$0	$1,614	$0	$19,905	$0	$17,279	$0	$323,231	$0	$0	$0
Abigail Navti-Abongwa
VP Revenue Cycle Operations	$209,550	$0	$20,800	$0	$456	$0	$21,550	$0	$3,810	$0	$256,166	$0	$0	$0
DEBRA STANDRIDGE
President-North Market	$477,538	$0	$0	$0	$13,399	$0	$47,893	$0	$22,466	$0	$561,296	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Discretionary spending account	During calendar year 2016, Certain Officers and/or Directors of Wheaton Franciscan Healthcare affiliates were provided an "Executive Flexible Spending Account" in the amount of up to $5,000 annually. The account provides access to funds for expenses incurred for business-related spousal travel, financial counseling, tax preparation, estate planning, club membership fees, holistic health and wellness, and/or unreimbursed medical or dental expenses. The individual is required to substantiate each item reimbursed, and the amount used each year is fully taxable.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	John Oliverio, our top Executive Official through March 1, 2016, was provided housing in Milwaukee, Wisconsin as he was required to be available at both the Wisconsin and Illinois corporate locations. This housing was paid for by Wheaton Franciscan Healthcare as a nontaxable benefit, and due to the nature of housing, may contain personal usage. The value of this housing is included as an element of the total compensation reported for Mr. Oliverio on Schedule J. Effective September 2016, the housing unit was sold to an unrelated party due to a corporate transfer and reorganization that took place.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	ASCENSION HEALTH, a related organization of WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC., uses the following to establish the compensation of the organization's TOP MANAGEMENT OFFICIAL: - Compensation Committee - Independent Compensation Consultant - Compensation Survey or Study - Approval by the Board or Compensation Committee.
Schedule J, Part I, Line 4a Severance or change-of-control payment	THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING THE CALENDAR YEAR 2016: MICHAEL LEPORE - $383,701 JAMES GRESHAM - $192,459 BRENDA BOWERS - $231,312 RITA MELZER, MD - $177,291 GREGORY SMITH - $182,303
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	Wheaton Franciscan Services, Inc., the former parent organization of Wheaton Franciscan Healthcare, established the Non-Qualified Benefit Restoration Plan to provide certain employees with benefits they were unable to receive under the qualified plan because of limitations on such qualified plans under Sections 401(a)(17) and 415(b) of the Internal Revenue Code. This Plan is intended to satisfy the short-term deferral exception under Code Section 409(a). Accordingly, the Participant's Plan accruals are calculated as of the last day of each Plan Year and paid as a taxable distribution to the Participant in that Plan Year. For calendar year 2016, the following employees received eligible benefits under the plan: John Oliverio, Chief Executive Officer, received a 2016 taxable payout of $812,610. Greg Smith, Chief Information Officer, received a 2016 taxable payout of $330,354. Similarly, Ascension Health provides for an Executive Retirement Program which provides a non-qualified employer contribution on a quarterly basis. The following employees received eligible benefits under the plan: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. The following individuals received payment from the supplemental nonqualified retirement plan in the amount as noted: Jonathan Sohn - $9,620.

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	TRANSFER TO SYSTEM OFFICE	AssetsDistriOrExpnssPaidDesc
Distribution	2016-07-01	DistributionDt
Fair Market Value Of Asset	$224,654,843	FairMarketValueOfAssetAmt
Method Of FMV Determination	FMV	MethodOfFMVDeterminationTxt
EIN	453358926	EIN
Person	ASCENSION HEALTH ALLIANCE	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	101 S HANLEY STE 200	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63105	ZIPCd

Field	Value	IRS element (for citing)
IRC Section	501(C)(3)	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor2	false	DirectorOfSuccessor2Ind
Employee Of Successor2	false	EmployeeOfSuccessor2Ind
Owner Of Successor2	false	OwnerOfSuccessor2Ind
Receive Compensation2	false	ReceiveCompensation2Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 1a AND PART VII SEC B LINES 1 AND 2	WHEATON FRANCISCAN HEALTHCARE STREAMLINED THEIR REPORTING OF IRS FORMS 1099-MISC SO THAT MOST 1099-MISC ARE NOW REPORTED USING THE FEIN NUMBER OF THE PARENT ORGANIZATION OR OF A RELATED ORGANIZATION. THE ACTUAL EXPENSE CONTINUES TO BE PAID BY, OR TRANSFERRED TO, THE INDIVIDUAL ENTITY WHICH IS NORMALLY A SUBSIDIARY OR RELATED ORGANIZATION TO THE ORGANIZATION(S) ISSUING THE 1099. FOR THIS REASON, THE READER MAY NOTICE ON SOME 990'S THAT THERE ARE TOP 5 INDEPENDENT CONTRACTORS REPORTED, BUT NO 1099S ARE REPORTED. LIKEWISE, ON THE 990'S OF THE ORGANIZATION(S) REPORTING NUMBER OF 1099'S, THERE MAY BE A DISPROPORTIONATE SHARE OF 1099'S REPORTED AS COMPARED WITH THE ACTUAL EXPENSES AND TOP 5 INDEPENDENT CONTRACTORS REPORTED.
Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL	IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, THE PROCESS PERFORMED BY ASCENSION HEALTH, A RELATED ORGANIZATION OF WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN, INC. INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE TOP MANAGEMENT OFFICIAL WAS COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE COMMITTEE MINUTES. THE INDIVIDUAL WAS NOT PRESENT WHEN HIS COMPENSATION WAS DECIDED.
Form 990, Part VI, Line 6 Classes of members or stockholders	Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. HAS A SINGLE CORPORATE MEMBER, Ascension Health.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. has a single corporate member, Ascension Health, who has the ability to elect members to the governing body of Wheaton Franciscan Healthcare - Southeast, Wisconsin, Inc.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the system. Specific areas that are identified in the authority matrix are: new organizations and major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic and financial plans; assets; system policies and procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix.
Form 990, Part VI, Line 11b Review of form 990 by governing body	DURING THE RETURN PREPARATION PROCESS, THE TAX DEPARTMENT WORKS WITH OTHER FUNCTIONAL AREAS INCLUDING FINANCE, ACCOUNTING, TREASURY, LEGAL, HUMAN RESOURCES, AND CORPORATE COMPLIANCE FOR ADVICE, INFORMATION AND ASSISTANCE IN ORDER TO PREPARE A COMPLETE AND ACCURATE RETURN. UPON COMPLETION, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S INTERNAL TAX DEPARTMENT WHICH CONSISTS OF ATTORNEYS AND CPAS. A COMPLETE FINAL COPY OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S PRESIDENT, FINANCIAL OFFICER, AND/OR OTHER KEY OFFICERS IN LIEU OF THE FULL BOARD.
Form 990, Part VI, Line 12c Conflict of interest policy	The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	IN DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, THE PROCESS PERFORMED BY THE FILING ORGANIZATION INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE OFFICERS' SALARIES WERE COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE MINUTES. INDIVIDUALS WERE NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED.
Form 990, Part VI, Line 19 Required documents available to the public	The Organization will provide any documents open to public inspection upon request.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	OTHER MISCELLANEOUS REVENUE - Total Revenue: 4978, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4978;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	BEGINNING NET ASSETS FRANKLIN MEDICAL OFFICE BUILDING - -1025000; FAS 158 PENSION LIABILITY ADJUSTMENT - -11528789; NET ASSETS ADJUSTMENTS AND ALLOCATIONS FROM/TO ALPHA FUND - -XXX-XX-XXXX; EQUITY TRANSFER - 760000; OTHER TRANSFERS TO AFFILIATES - -31908700; TRANSFER INTEREST IN ASCENSION HEALTH ALLIANCE BACK TO AHA - -XXX-XX-XXXX;
Form 990, Part XII, Line 2b AUDITED FINANCIAL STATEMENTS	The activity of WHEATON FRANCISCAN HEALTHCARE - SOUThEAST WISCONSIN, INC. is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of WHEATON FRANCISCAN HEALTHCARE - SOUThEAST WISCONSIN, INC. is completed. Therefore, the attached audited financial statements are of Ascension Health Alliance and Affiliates, which include the activity of WHEATON FRANCISCAN HEALTHCARE - SOUThEAST WISCONSIN, INC..
Form 990, Part XII, Line 2c audit committee	WHEATON FRANCISCAN HEALTHCARE - SOUThEAST WISCONSIN, INC. is included in the consolidated financial statements of Ascension Health Alliance. The Finance and Audit committee of Ascension Health Alliance's Board assumes responsibility for the consolidated organization as a whole.

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
WHEATON FRANCISCAN MED EQUIP TEAM LLC
3070 NORTH 51ST STREET STE 406	MILWAUKEE	WI	53210	391906167	MEDICAL EQUIP	WI	$274,429	$154	WFH-SE WI
WHEATON FRANCISCAN HLTCR NETWORK LLC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53209	383955660	PRVDR CONTRCT	WI	$0	$0	WFH-SE WI
FRANKLIN MED OFFICE BLDG LLC
7400 WEST RAWSON AVE	FRANKLIN	WI	53132	391903791	REAL ESTATE	WI	$434,194	$5,292,537	WFH-SE-WI

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (53 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	Business Name Line2DisregardedEntityName/BusinessNameLine2Txt
ASCENSION HEALTH ALLIANCE
PO BOX 45998	ST LOUIS	MO	63145	453358926	NATIONAL HEALTH	MO	501(c)(3)	Type I	NA	false
ASCENSION HEALTH
PO BOX 45998	ST LOUIS	MO	63145	311662309	NATIONAL HEALTH	MO	501(c)(3)	Type I	ASCENSION HEALTH ALLIANCE	false
COLUMBIA ST MARY'S INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	391834639	Parent Corporation	WI	501(c)(3)	Type I	ASCENSION HEALTH	Yes (true)
MINISTRY HEALTH CARE INC
10925 W LAKE PARK DR STE 100	MILWAUKEE	WI	53224	391490371	PARENT CORPORATION	WI	501(c)(3)	Type II	ASCENSION HEALTH	Yes (true)
COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	390806315	HOSPITAL	WI	501(c)(3)	3	COLUMBIA ST MARY'S INC	Yes (true)
COLUMBIA ST MARY'S HOSPITAL OZAUKEE INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	390807063	HOSPITAL	WI	501(c)(3)	3	COLUMBIA ST MARY'S INC	Yes (true)
SACRED HEART REHABILITATION INSTITUTE Inc
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	390902199	Rehab Services	WI	501(c)(3)	3	COLUMBIA ST MARY'S INC	Yes (true)
AFFINITY HEALTH SYSTEM
1570 MIDWAY PLACE	MENASHA	WI	54952	391568866	HEALTH SYSTEM	IL	501(c)(3)	Type II	MINISTRY HEALTH CARE INC	Yes (true)
AGAPE COMMUNITY CENTER OF MILWAUKEE INC
6100 NORTH 42ND STREET	MILWAUKEE	WI	53209	391461846	COMMUNITY CENTER	WI	501(c)(3)	7	MINISTRY HEALTH CARE INC	Yes (true)
Ascension EAGLE RIVER MEMORIAL HOSPITAL INC fka Eagle River Memorial Hospit
201 HOSPITAL ROAD	EAGLE RIVER	WI	54521	390985690	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)	al Inc
Ascension GOOD SAMARITAN Hospital Inc fka Good Samaritan Health Center of M
601 SOUTH CENTER AVENUE	MERRILL	WI	54452	390808503	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)	errill WI Inc
ASCENSION OUR LADY OF VICTORY HOSPITAL INC fka Our Lady of Victory Hospital
1120 PINE STREET	STANLEY	WI	54768	390807065	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)	Inc
Ascension SACRED HEART-STMARY'S HOSPITALS INC fka Sacred Heart-Saint Mary's
PO BOX 347	STEVENS POINT	WI	54481	391390638	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)	Hospitals Inc
Ascension St Clare's Hospital Inc fka Saint Clare's Hospital of Weston Inc
3400 MINISTRY PARKWAY	WESTON	WI	54476	721531917	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
Ascension St Michael's Hospital Inc fka Saint Michael's Hospital of Stevens
900 ILLINOIS AVENUE	STEVENS POINT	WI	54481	390808443	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)	Point Inc
HOWARD YOUNG HEALTH CARE INC
240 MAPLE STREET	WOODRUFF	WI	54568	391499115	HOME OFFICE	WI	501(c)(3)	Type II	MINISTRY HEALTH CARE INC	Yes (true)
MERCY MEDICAL CENTER OF OSHKOSH INC
500 S OAKWOOD ROAD	OSHKOSH	WI	54904	390806268	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
MINISTRY MEDICAL GROUP INC
824 ILLINOIS AVENUE	STEVENS POINT	WI	54481	391965593	Medical Group	WI	501(c)(3)	Type III-FI	MINISTRY HEALTH CARE INC	Yes (true)
SAINT ELIZABETH'S HOSPITAL OF WABASHA INC
1200 GRANT BLVD WEST	WABASHA	MN	55981	410693877	HOSPITAL	MN	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
SAINT JOSEPH'S HOSPITAL OF MARSHFIELD INC
611 SAINT JOSEPH AVENUE	MARSHFIELD	WI	54449	391847631	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
ST ELIZABETH HOSPITAL INC
1506 S ONEIDA STREET	APPLETON	WI	54915	390816818	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
THE HOWARD YOUNG MEDICAL CENTER INC
240 MAPLE STREET	WOODRUFF	WI	54568	390873606	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
DOOR COUNTY MEMORIAL HOSPITAL Inc
323 SOUTH 18TH AVENUE	STURGEON BAY	WI	54235	390806324	HOSPITAL (sold 11/2016)	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
Ascension CALUMET Hospital Inc fka Calumet Medical Center Inc
614 MEMORIAL DRIVE	CHILTON	WI	53014	390905385	HOSPITAL	WI	501(c)(3)	3	MINISTRY HEALTH CARE INC	Yes (true)
Wheaton Franciscan Healthcare - All Saints Inc
3801 SPRING STREET	RACINE	WI	53405	391264986	HOSPITAL	WI	501(c)(3)	3	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
Wheaton Franciscan Healthcare - Franklin Inc
10101 SOUTH 27TH STREET	FRANKLIN	WI	53132	562592868	HOSPITAL	WI	501(c)(3)	3	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
Wheaton Franciscan Healthcare - Pharmacy Enterprises & Franciscan Woods Inc
19525 WEST NORTH AVENUE	BROOKFIELD	WI	53005	391613624	PHARMACY	WI	501(c)(3)	10	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
Wheaton Franciscan Healthcare - St Francis Inc
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	390907740	HOSPITAL	WI	501(c)(3)	3	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
Wheaton Franciscan Laboratories Inc
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	391701402	LABORATORY	WI	501(c)(3)	10	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
Wheaton Franciscan Medical Group Inc
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391791586	Medical Group	WI	501(c)(3)	3	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
Wheaton Franciscan Inc
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	390816857	HOSPITAL	WI	501(c)(3)	3	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
WHEATON FRANCISCAN HOME HEALTH & HOSPICE Inc
3070 North 51st Street Suite 406	MILWAUKEE	WI	53210	391559428	HOME HEALTH	WI	501(c)(3)	10	Wheaton Franciscan Healthcare - Southeast Wisconsin Inc	Yes (true)
CATALPA HEALTH INC
N4642 COUNTY N	APPLETON	WI	54914	454681563	Behavioral Health Services	WI	501(c)(3)	3	AFFINITY HEALTH SYSTEM	Yes (true)
MERCY HEALTH FOUNDATION INC
PO BOX 3370	OSHKOSH	WI	54903	237140261	FOUNDATION	WI	501(c)(3)	10	AFFINITY HEALTH SYSTEM	Yes (true)
NETWORK HEALTH SYSTEM INC
1570 APPLETON RD	MENASHA	WI	54952	391127163	CLINICAL HEALTHCARE SERVICES	WI	501(c)(3)	3	AFFINITY HEALTH SYSTEM	Yes (true)
ST ELIZABETH HOSPITAL FOUNDATION INC
1506 S ONEIDA STREET	APPLETON	WI	54915	391256677	FOUNDATION	WI	501(c)(3)	7	AFFINITY HEALTH SYSTEM	Yes (true)
GOOD SAMARITAN HEALTH CENTER FOUNDATION OF MERRILL WISCONSIN INC
601 SOUTH CENTER AVENUE	MERRILL	WI	54452	391627755	FOUNDATION	WI	501(c)(3)	Type I	Ascension Good Samaritan Hospital Inc	Yes (true)
MINISTRY WEIGHT MANAGEMENT INC
2251 NORTH SHORE DRIVE	RHINELANDER	WI	54501	391829015	Specialty Health Services	WI	501(c)(3)	3	Ascension SACRED HEART - STMARY'S HOSPITALS INC	Yes (true)
FOUNDATION OF SAINT CLARE'S HOSPITAL OF WESTON INC
3400 MINISTRY PARKWAY	WESTON	WI	54476	753193633	FOUNDATION	WI	501(c)(3)	Type I	Ascension St Clare's Hospital Inc	Yes (true)
SAINT MICHAEL'S FOUNDATION OF STEVENS POINT INC
900 ILLINOIS AVENUE	STEVENS POINT	WI	54481	391657410	Foundation	WI	501(c)(3)	Type I	Ascension St Michael's Hospital Inc	Yes (true)
COLUMBIA COLLEGE OF NURSING Inc
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	391596986	COLLEGE	WI	501(c)(3)	2	COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC	Yes (true)
DR KATE NEWCOMB CONVALESCENT CENTER INC
PO BOX 829	WOODRUFF	WI	54568	391357365	NURSING/ASSISTED LIVING SERVICES	WI	501(c)(3)	10	HOWARD YOUNG HEALTH CARE INC	Yes (true)
HOWARD YOUNG FOUNDATION INC
240 MAPLE STREET	WOODRUFF	WI	54568	391521169	FOUNDATION	WI	501(c)(3)	7	HOWARD YOUNG HEALTH CARE INC	Yes (true)
FOUNDATION OF SAINT JOSEPH'S HOSPITAL OF MARSHFIELD Inc
611 SAINT JOSEPH AVENUE	MARSHFIELD	WI	54449	391684957	FOUNDATION	WI	501(c)(3)	Type I	SAINT JOSEPH'S HOSPITAL OF MARSHFIELD INC	Yes (true)
Volunteers in Partnership with Wheaton Franciscan Healthcare - All Saints I
3807 SPRING STREET	RACINE	WI	53405	930838390	FOUNDATION	WI	501(c)(3)	10	Wheaton Franciscan Healthcare - All Saints Inc	Yes (true)	nc
Wheaton Franciscan Healthcare - All Saints Foundation Inc
3805B SPRING STREET	RACINE	WI	53405	391570877	FOUNDATION	WI	501(c)(3)	7	Wheaton Franciscan Healthcare - All Saints Inc	Yes (true)
Wheaton Franciscan Healthcare - Circle of Life Foundation Inc
4300 WEST BROWN DEER RD STE 2	BROWN DEER	WI	53223	562426294	FOUNDATION	WI	501(c)(3)	Type I	Wheaton Franciscan Healthcare - Pharmacy Enterprises & Franciscan Woods Inc	Yes (true)
Wheaton Franciscan Healthcare - Foundation for St Francis and Franklin Inc
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	320135258	FOUNDATION	WI	501(c)(3)	Type I	Wheaton Franciscan Healthcare - St Francis Inc	Yes (true)
METRO PHYSICIANS INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	943436893	Medical Group	WI	501(c)(3)	3	Wheaton Franciscan Medical Group	Yes (true)
Wheaton Franciscan - ELMBROOK MEMORIAL FOUNDATION Inc
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	392028808	FOUNDATION	WI	501(c)(3)	Type I	Wheaton Franciscan Inc	Yes (true)
Wheaton Franciscan - St Joseph Foundation Inc
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	391636804	FOUNDATION	WI	501(c)(3)	Type I	Wheaton Franciscan Inc	Yes (true)
Wheaton Franciscan Healthcare - ELMBROOK MEMORIAL AUXILIARY
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	396068950	AUXILIARY	WI	501(c)(3)	Type III-FI	Wheaton Franciscan Inc	Yes (true)
HORIZON HOME CARE & HOSPICE INC
8949 N DEERBROOK TRL	BROWN DEER	WI	53223	391171298	HOME CARE / HOSPICE	WI	501(c)(3)	3	NA	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	TWINMED LLP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	222 W College Ave Suite 3B	AddressLine1Txt
City	Appleton	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54911	ZIPCd

Field	Value	IRS element (for citing)
EIN	391180341	EIN
Primary Activities	Real Estate	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	N/A	PredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
Prospect Medical Commons Condominium Association Inc
4425 N PORT WASHINGTON RD	GLENDALE	WI	53212	208042108	CONDO ASSOCIATION	WI	NA	C Corporation	Yes (true)
Franklin Medical Office Building Condominium Association Inc
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	341983857	CONDO ASSOCIATION	WI	NA	C Corporation	Yes (true)
Wheaton Franciscan Holdings Inc
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391836357	HOLDING CO	WI	Wheaton Franciscan Healthcare-Southeast Wisconsin Inc	C Corporation	Yes (true)	$330	$13,522,857	1
Wheaton Franciscan Provider Network Inc
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391952140	PROVIDER CONTRACT	WI	Wheaton Franciscan Healthcare-Southeast Wisconsin Inc	C Corporation	Yes (true)	$24,890	$191,606	1
Madison Medical Affiliates Inc
4425 N PORT WASHINGTON RD	GLENDALE	WI	53212	391855720	HEALTHCARE	WI	NA	C Corporation	Yes (true)
Wheaton Way Condominium Owners Association Inc
10101 SOUTH 27TH STREET	FRANKLIN	WI	53123	300659830	CONDO ASSOCIATION	WI	NA	C Corporation	Yes (true)
Wheaton Franciscan Enterprises Inc
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391985204	HOLDING CO	WI	NA	C Corporation	Yes (true)
Wheaton Franciscan Medical Group - Sussex Inc
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391361100	HEALTHCARE	WI	NA	C Corporation	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Wheaton Franciscan Inc
P	$89,376,237	FMV
Wheaton Franciscan Healthcare - St Francis Inc
P	$40,447,319	FMV
Wheaton Franciscan Healthcare - Franklin Inc
P	$17,190,208	fmv
Wheaton Franciscan Healthcare - All Saints Inc
P	$80,323,992	FMV
Wheaton Franciscan Healthcare - Pharmacy Enterprises & Franciscan Woods Inc
P	$3,532,992	FMV
Wheaton Franciscan Home Health and Hospice Inc
P	$106,559	FMV
Wheaton Franciscan Medical Group Inc
P	$20,743,164	FMV
Wheaton Franciscan Laboratories Inc
P	$6,576,110	FMV