WHEATON FRANCISCAN SERVICES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WHEATON FRANCISCAN SERVICES INC (EIN 36-3262111)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-13
- IRS object ID
- 201711339349300231
- Schema version
- 2015v3.0
- 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 F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-13T10:08:47-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363262111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wheaton Franciscan Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA FLANIGAN | InCareOfNm |
| Business Name Control | WHEA | BusinessNameControlTxt |
| Phone | 6309096600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 Roosevelt Rd | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN OLIVERIO | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6309096600 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN OLIVERIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 Roosevelt Rd | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $759,478,468 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WFSI is the parent organization that provides oversight and support to its system of related healthcare orginizations and housing ministries operating in four states. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 820 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,421 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,316 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $271,177,428 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $201,440,375 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,203,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,079,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,827,404 | PYOtherRevenueAmt |
| CY Other Revenue | $15,085,242 | CYOtherRevenueAmt |
| PY Total Revenue | $302,241,748 | PYTotalRevenueAmt |
| CY Total Revenue | $221,635,816 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $209,562 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $340,521 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $176,896,331 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $128,347,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $117,611,071 | PYOtherExpensesAmt |
| CY Other Expenses | $100,816,811 | CYOtherExpensesAmt |
| PY Total Expenses | $294,716,964 | PYTotalExpensesAmt |
| CY Total Expenses | $229,504,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,524,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,868,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,192,021,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,304,861 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,343,944,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $113,360,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$151,922,764 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,943,957 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As a member of Wheaton Franciscan Healthcare, our affiliates strive to live out the healing ministry of Jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the healthcare employer of choice, and the preferred partner of physicians. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $178,782,482 | ExpenseAmt |
| Grant | $340,521 | GrantAmt |
| Revenue | $216,525,617 | RevenueAmt |
| Desc | WHEATON FRANCISCAN SERVICES, INC. (WFSI) is a Catholic, not-for-profit health care and housing organization serving at sites in Wisconsin, Iowa, Illinois, and Colorado. The System includes 14 hospital sites, three transitional and extended-care facilities, two home health agencies, more than 2,500 physicians, more than 70 clinic sites with 511 employed physicians, and 2,620 units of assisted living and other housing, and the corporate services offices in Wheaton, Illinois, and Glendale, Wisconsin. Started more than 130 years ago and formally incorporated in 1983, WFSI is committed to living out the Mission and Values of its Sponsors, the Wheaton Franciscan Sisters, by providing excellent and compassionate health care and housing services to all, regardless of their ability to pay. WFSI was incorporated in 1983 to preserve and strengthen Judeo-Christian values, provide a framework for lay expertise and involvement, respond to an increasingly complex environment, ensure continuity of Franciscan sponsorship, and assure viability and excellence throughout the organization. As a not-for-profit organization, WFSI reinvests all net income into the communities it serves. Its multiple entities are dedicated to delivering quality health care to patients and residents through highly-trained staff, advanced technology, and superior and compassionate service; caring for each persons body, mind, and spirit with respect and dignity; working to improve the health of the communities; and ensuring health care access for everyone. WFSI is organized into market-based regional holding companies organized in the Southeast, Wisconsin region, as well as other regional holding companies conducting services in Illinois, Iowa, and Colorado. The Systems housing and spiritual development services are organized under the holding company name of Franciscan Ministries, Inc. Since 2006, the doing business as name for WFSIs health care ministry has been Wheaton Franciscan Healthcare (WFH). CORPORATE STRUCTURE: Parent Company: Wheaton Franciscan Services, Inc. DBA Wheaton Franciscan Healthcare Health care ministry: Wheaton Franciscan Healthcare Housing ministry: Franciscan Ministries, Inc. Health Care Mission: Wheaton Franciscan Healthcare is committed to living out the healing ministry of Jesus by providing exceptional and compassionate health care service that promotes the dignity and well being of the people we serve. Health Care Vision: Our health ministries will be recognized in each community we serve for superior and compassionate patient service, clinical excellence, as the health care employer of choice, and the preferred partner of physicians. Housing Mission: Franciscan Ministries is committed to providing quality and affordable housing in a compassionate environment that promotes wholeness of life within ourselves and the communities we serve. Housing Vision: Our housing ministries will be recognized for excellence in property management and a well-integrated network of support services that provide hope, growth, and opportunity. Values: Our common Values, which flow from our Mission and Catholic tradition, must have meaning for every one of us. Through them we put the healing ministry of Jesus into practice throughout the Wheaton Franciscan System. Respect: We value each person as sacred, created in the image and likeness of God, which gives worth and meaning to each persons life. Integrity: We value honesty and words and actions that build trust. Development: We value personal and professional growth that combines the physical, emotional, spiritual and relational aspects of life and work. Excellence: We value superior performance in our work and service. Stewardship: We value our responsibility to use human, financial, and natural resources entrusted to us for the common good, with special concern for those who are poor. WHEATON FRANCISCAN HEALTHCARE Wheaton Franciscan Services, Inc.s health care division, doing business as Wheaton Franciscan Healthcare (WFH), consists of facilities in Illinois, Iowa, and Wisconsin. Iowa Wheaton Franciscan Healthcare Iowa Covenant Medical Center Covenant Clinic Covenant Home Health Mercy Hospital of Franciscan Sisters Sartori Memorial Hospital Covenant Foundation Sartori Health Care Foundation N.E. Iowa Real Estate Investments, LTD Schoitz Health Resources Schoitz Medical Group Illinois Marianjoy, Inc. Marianjoy Rehabilitation Hospital and Clinics Marianjoy Medical Group Marianjoy Foundation Marianjoy Auxiliary OSF Services Canticle Ministries Upendo Village Wisconsin Wheaton Franciscan, Inc. (Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses) All Saints Hospital (Spring Street and Wisconsin Ave Campuses) St. Francis Hospital Franklin Hospital Franciscan Woods The Terrace at St. Francis Lakeshore Manor Wheaton Franciscan Home Health Wheaton Franciscan Hospice Wheaton Franciscan Laboratories Wheaton Franciscan Medical Group All Saints Foundation Volunteers in Partnership with Wheaton Franciscan Healthcare-All Saints St. Joseph Foundation Elmbrook Memorial Foundation Elmbrook Memorial Auxiliary Circle of Life Foundation The Foundation for St. Francis and Franklin AFFILIATIONS INCLUDE: Midwest Orthopedic Specialty Hospital Franklin, WI United Hospital System - Kenosha, Wisconsin St. Catherines Medical Center and Kenosha Medical Center Campuses | Desc |
| Total Program Service Expenses | $178,782,482 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | false | OperateHospitalInd |
| 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 | Yes (true) | 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 | false | PartialLiquidationInd |
| Disregarded Entity | false | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 729 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 820 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FLANIGAN | PersonNm |
| Phone | 6309096600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 ROOSEVELT RD | AddressLine1Txt |
| City | WHEATON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Dennis Clark | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | |||
| Alice Drewek | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $351 | $0 | $0 | |||
| Sr Mary Beth Glueckstein | |||||||||
| Vice Chair - Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | Yes (X) | ||
| Carolyn Hodge-West | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | |||
| Camille Hogan | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | |||
| Michael Murry | |||||||||
| Chair - Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | Yes (X) | ||
| John Oliverio | |||||||||
| Secretary / Treasurer - Direct | 40.0 | 1.0 | Yes (X) | $3,733,710 | $0 | $180,697 | Yes (X) | ||
| Stephen Roell | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | |||
| Michael Skwierawski | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | |||
| James Small | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $573 | $0 | $0 | |||
| Michael Lepore | |||||||||
| Sr VP and Chief Administrative | 40.0 | 1.0 | $807,740 | $0 | $68,024 | Yes (X) | |||
| Gregory Smith | |||||||||
| Sr VP and Chief Info Officer | 40.0 | 1.0 | $861,483 | $0 | $153,644 | Yes (X) | |||
| Jonathan Sohn | |||||||||
| Sr VP and Chief Financial Offi | 40.0 | 1.0 | $817,514 | $0 | $107,541 | Yes (X) | |||
| Brenda Bowers | |||||||||
| Sr VP Org Change & Leader Dev | 40.0 | 1.0 | $472,944 | $0 | $60,881 | Yes (X) | |||
| Coreen Dicus-Johnson | |||||||||
| Sr VP Physician and Revenue Op | 40.0 | 1.0 | $679,754 | $0 | $82,352 | Yes (X) | |||
| Wayne Frangesch | |||||||||
| Sr VP Human Resources | 40.0 | 1.0 | $514,519 | $0 | $73,608 | Yes (X) | |||
| James Gresham | |||||||||
| Sr VP Continuing Care Services | 40.0 | 1.0 | $352,659 | $0 | $125,165 | Yes (X) | |||
| Rita Hanson-Melzer MD | |||||||||
| System Chief Medical Officer | 1.0 | 40.0 | $0 | $679,313 | $89,637 | Yes (X) | |||
| Sarah Herzog | |||||||||
| Sr VP General Counsel | 40.0 | 1.0 | $543,221 | $0 | $71,802 | Yes (X) | |||
| Therese Rocole | |||||||||
| Sr VP Mission Services | 40.0 | 1.0 | $307,223 | $0 | $61,821 | Yes (X) | |||
| Julie Swiderski | |||||||||
| Senior VP Strategic Iniatives | 40.0 | 1.0 | $391,485 | $0 | $70,306 | Yes (X) | |||
| Susan Boland | |||||||||
| President-South Market | 40.0 | 1.0 | $655,311 | $0 | $78,551 | Yes (X) | |||
| Jack Dusenbery | |||||||||
| CEO WFH-IA | 40.0 | 1.0 | $637,518 | $0 | $90,879 | Yes (X) | |||
| Michele Panicucci | |||||||||
| SVP / CFO WFH-IA | 40.0 | 1.0 | $401,585 | $0 | $110,060 | Yes (X) | |||
| Debra Standridge | |||||||||
| President-North Market | 40.0 | 1.0 | $729,651 | $0 | $92,815 | Yes (X) | |||
| Kathleen Yosko | |||||||||
| President/CEO-Marianjoy | 40.0 | 1.0 | $595,631 | $0 | $76,297 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,506,883 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $679,313 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,594,080 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 139 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|
| MCKESSON Information Solutions | |||||
| PO BOX 98347 | CHICAGO | IL | 60693 | CONSULTING | $2,336,299 |
| PRESS Ganey Associates Inc | |||||
| PO Box 88335 | MILWAUKEE | WI | 53288 | Service & EE Survey | $2,053,231 |
| Teksystems | |||||
| PO Box 198568 | ATLANTA | GA | 303848568 | Outside Service | $1,665,157 |
| Technical Youth dba Brooksource | |||||
| PO Box 55767 | INDIANAPOLIS | IN | 46205 | Temp Service | $1,290,639 |
| MERCER Human Resource Consult | |||||
| PO Box 730212 | DALLAS | TX | 753730212 | HR Consultin | $1,201,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 46 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $30,316 | RelatedOrganizationsAmt |
| Total Contributions | $30,316 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUPPORT SERVICES REVENUE | 561000 | $199,236,214 | $199,236,214 |
| GPO PATRONAGE DIV | 900099 | $2,204,161 | $2,204,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $201,440,375 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,107,335 | TotalRevenueColumnAmt |
| Exclusion | $3,107,335 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $405,182 | TotalRevenueColumnAmt |
| Exclusion | $405,182 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $539,410,018 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $537,691,224 | SecuritiesAmt |
| Other | $151,428 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,718,794 | SecuritiesAmt |
| Other | -$151,428 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,567,366 | TotalRevenueColumnAmt |
| Exclusion | $1,567,366 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INT INTERCO LOANS | 900099 | $13,704,749 | $13,704,749 |
| INVESTMENT IN AFFILIATE | 900099 | $450,634 | $450,634 |
| ALL OTHER REVENUE | 900099 | $929,859 | $929,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,085,242 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,635,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,525,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,079,883 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,521 | TotalAmt |
| Program Services | $340,521 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,538,093 | TotalAmt |
| Management And General | $10,538,093 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,241 | TotalAmt |
| Management And General | $177,241 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,535,720 | TotalAmt |
| Program Services | $26,260,719 | ProgramServicesAmt |
| Management And General | $4,275,001 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,240,684 | TotalAmt |
| Program Services | $15,686,988 | ProgramServicesAmt |
| Management And General | $2,553,696 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,146,121 | TotalAmt |
| Program Services | $56,885,664 | ProgramServicesAmt |
| Management And General | $9,260,457 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,709,510 | TotalAmt |
| Program Services | $2,330,179 | ProgramServicesAmt |
| Management And General | $379,331 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,333,422 | TotalAmt |
| Management And General | $4,333,422 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,508 | TotalAmt |
| Management And General | $1,088,508 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,153 | TotalAmt |
| Management And General | $1,293,153 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,541 | TotalAmt |
| Program Services | $71,541 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,380 | TotalAmt |
| Management And General | $472,380 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,076,550 | TotalAmt |
| Program Services | $4,076,550 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,396,729 | TotalAmt |
| Program Services | $6,396,729 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,059 | TotalAmt |
| Program Services | $5,059 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,094,724 | TotalAmt |
| Program Services | $2,094,724 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,420 | TotalAmt |
| Program Services | $352,420 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,261 | TotalAmt |
| Program Services | $460,261 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,350,937 | TotalAmt |
| Management And General | $16,350,937 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,732,007 | TotalAmt |
| Program Services | $14,732,007 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,769,789 | TotalAmt |
| Program Services | $5,769,789 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MAINTENANCE CONTRACTS | $19,398,243 | $19,398,243 |
| MINOR EQUIPMENT | $4,199,761 | $4,199,761 |
| OTHER PURCHASED SERVICES | $14,554,344 | $14,554,344 |
| MEMBERSHIP FEES & DUES | $2,776,102 | $2,776,102 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,390,881 | TotalAmt |
| Program Services | $2,390,881 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,504,701 | TotalAmt |
| Program Services | $178,782,482 | ProgramServicesAmt |
| Management And General | $50,722,219 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117 | BOYAmt |
| EOY | $112,519 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,771,002 | BOYAmt |
| EOY | $50,277,595 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,705 | BOYAmt |
| EOY | $77,850 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,310,477 | BOYAmt |
| EOY | $14,294,407 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,329 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,965,434 | BOYAmt |
| EOY | $202,073 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,842,711 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,598,162 | BOYAmt |
| EOY | $82,580,169 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,787,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,372,150 | BOYAmt |
| EOY | $1,760,248 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,021,587 | BOYAmt |
| EOY | $149,304,861 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,926,520 | BOYAmt |
| EOY | $66,311,742 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,927,185 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,390,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,700,646 | BOYAmt |
| EOY | $47,049,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,944,351 | BOYAmt |
| EOY | $113,360,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$151,951,754 | BOYAmt |
| EOY | $35,943,957 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,990 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$151,922,764 | BOYAmt |
| EOY | $35,943,957 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,021,587 | BOYAmt |
| EOY | $149,304,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,868,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,739,564 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $215,475,170 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| 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 | 39 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (39 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WFH - ALL SAINTS INC | ||||
| 391264986 | 3 | false | $44,745,339 | $0 |
| WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC | ||||
| 391559428 | 3 | false | $964,482 | $0 |
| WHEATON FRANCISCAN MEDICAL GROUP INC | ||||
| 391791586 | 3 | false | $11,739,626 | $0 |
| WHEATON FRANCISCAN LABORATORIES INC | ||||
| 391701402 | 9 | false | $0 | $0 |
| WFH PHARMACY ENT & FRAN WOODS INC | ||||
| 391613624 | 9 | false | $2,492,927 | $0 |
| WFH - ST FRANCIS INC | ||||
| 390907740 | 3 | false | $19,248,121 | $0 |
| WHEATON FRANCISCAN INC | ||||
| 390816857 | 3 | false | $46,581,504 | $0 |
| WFH - TERRACE AT ST FRANCIS INC | ||||
| 391486775 | 9 | false | $0 | $0 |
| WFH - FRANKLIN INC | ||||
| 562592868 | 3 | false | $6,758,931 | $0 |
| MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC | ||||
| 362680776 | 3 | false | $7,583,952 | $0 |
| REHABILITATION MEDICINE CLINIC INC | ||||
| 363236791 | 3 | false | $1,133,234 | $0 |
| CANTICLE MINISTRIES INC | ||||
| 364091836 | 7 | false | $0 | $0 |
| SET MINISTRIES INC | ||||
| 391618277 | 9 | false | $0 | $0 |
| ST CATHERINES HOSPITAL INC | ||||
| 390855075 | 3 | false | $0 | $0 |
| UPENDO VILLAGE NFP | ||||
| 331007368 | 9 | false | $0 | $0 |
| COVENANT MEDICAL CENTER INC | ||||
| 421264647 | 3 | false | $31,591,544 | $0 |
| MERCY HOSPITAL OF FRANCISCAN SISTERS INC | ||||
| 421178403 | 3 | false | $1,732,448 | $0 |
| SARTORI MEMORIAL HOSPITAL INC | ||||
| 420758901 | 3 | false | $5,464,140 | $0 |
| ASSISI HOMES-BATAVIA APARTMENTS INC | ||||
| 363914084 | 9 | false | $0 | $0 |
| ASSISI HOMES-COLONY PARK INC | ||||
| 364039278 | 9 | false | $0 | $0 |
| ASSISI HOMES-CONSTITUTION HOUSE INC | ||||
| 364049150 | 9 | false | $0 | $0 |
| ASSISI HOMES-JEFFERSON COURT INC | ||||
| 391771526 | 9 | false | $0 | $0 |
| ASSISI HOMES-KENOSHA INC | ||||
| 391814815 | 9 | false | $0 | $0 |
| ASSISI HOMES-SAXONY INC | ||||
| 391790498 | 9 | false | $0 | $0 |
| ASSISI HOMES OF GURNEE INC | ||||
| 363942336 | 9 | false | $0 | $0 |
| ASSISI HOMES OF ILLINOIS INC | ||||
| 363803443 | 9 | false | $0 | $0 |
| ASSISI HOMES OF NEENAH INC | ||||
| 363767250 | 9 | false | $0 | $0 |
| CANTICLE PLACE INC | ||||
| 363957850 | 9 | false | $0 | $0 |
| CATHERINE MARIAN HOUSING INC | ||||
| 391657098 | 9 | false | $0 | $0 |
| CLARE GARDENS | ||||
| 237200039 | 9 | false | $0 | $0 |
| CLARE OF ASSISI HOMES-WESTMINSTER INC | ||||
| 742740978 | 9 | false | $0 | $0 |
| DAYSPRING VILLA INC | ||||
| 363933908 | 9 | false | $0 | $0 |
| FRANCIS HEIGHTS INC | ||||
| 840626174 | 9 | false | $0 | $0 |
| MARIAN HOUSING CENTER INC | ||||
| 391515867 | 9 | false | $0 | $0 |
| MARIAN PARK | ||||
| 362750105 | 9 | false | $0 | $0 |
| RIDGEWAY PLACE INC | ||||
| 421416064 | 9 | false | $0 | $0 |
| VILLA MARIA INC | ||||
| 841347868 | 9 | false | $0 | $0 |
| VILLA ST CLARE INC | ||||
| 391769395 | 9 | false | $0 | $0 |
| ASSISI HOMES-LASALLE MANOR INC | ||||
| 800623447 | 9 | false | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 39 | SupportedOrganizationsTotalCnt |
| Support Sum | $180,036,248 | SupportSumAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A Supplemental Info | FormAndLineReferenceDesc |
| Explanation | Part IV Section A Line 1: Our supported organizations are not normally listed by name in the governing documents. Wheaton Franciscan Services, Inc. is a Tier I parent organization, and due to long-standing historical relationships as well as relationships that are officially delineated in our organizational charts, supported all organizations at the Tier II and Tier III level that are not themselves supporting organizations. This support was extended only through March 1, 2016, when various transfers were done to transfer these supported organizations to new parent supporting organizations. Wheaton Franciscan Services, Inc. provided this support by way of corporate oversight and related administrative and program services such as Investment and Treasury Services among many others, which result in monetary equity transfers and intercompany journal entries that provided support. Part IV Section A Line 5a The Wheaton Franciscan Sisters engaged in a process of discernment regarding the future of their ministries in light of the changing health care and housing environment and their ability to continue oversight of the System. They explored a number of options during this process and made the decision that the ministries would be best served in the long term under new sponsorship. Ultimately, they determined that to position the ministries for ongoing success, they would seek out the optimal organization for each region and division during the first half of calendar year 2016. As a result, several organizations ceased to be supported organizations during the current reporting period. All organizations listed on Sch A Part VI ceased to be supported organizations as indicated below: Wheaton's Southeast Wisconsin Region was transferred to Ascension on March 1, 2016. Marianjoy Rehabilitation Hospital was sold to Northwestern Medicine on March 1, 2016. Wheaton's Iowa Region was transfered to Mercy Health Network on May 1, 2016. In addition, management of the Franciscan Ministries Inc properties transferred to Mercy Housing by June 30, 2016. The Properties themselves transfer upon approval by HUD. Part IV Section A Line 6: Through March 1, 2016 Wheaton Franciscan Services, Inc. was a Tier I parent supporting organization that was part of a controlled group of healthcare provider organizations. As such, a common occurrence was to have intercompany journal entries resulting in support being provided to other supporting organizations within the group (that may themselves have provided additional support to one or more of the same supported organization). Note that effective March 1, 2016, a system reorganization was done that transferred substantially all of the organizations that were part of Wheaton Franciscan Healthcare to new system parent supporting organizations that are not considered to be related to Wheaton Franciscan Services, Inc after that date. Wheaton Franciscan Services, Inc. was transferred to the Wheaton Franciscan Sisters Corporation and will no longer be considered a supporting organization for future reporting periods. Part IV Section D Line 1: By the last day of the 5th month (Nov 30th) following the close of the tax year (June 30th) a formal letter is drafted by the Tax Compliance Department, which provides the details of all support provided to each supported organization by each supporting organization for the most recently completed fiscal year. This letter is provided to all system Senior Vice Presidents as the means in meeting these notification requirements. Final support amounts are calculated as part of 990 preparation, and full copies of all 990's are provided via a board portal to all supported organizations. Any changes to bylaws, articles, or other governing documents are also provided with the filing of the 990, if required, and all information is available earlier upon request. Part IV Section D Line 3: Under the direction of the parent organization Wheaton Franciscan Services, Inc., the common boards of certain supported organizations along with their investment committees, investment managers, and other committees overseeing various functions, have input on all investment policies and decisions as they relate to the group of controlled healthcare organizations making up Wheaton Franciscan Healthcare which existed through March 1, 2016. Due to the number of supported organizations that existed up through this date, and the sheer size of the system, not all supported organizations participated in these decisions. A substantial reorganization occurred on March 1, 2016 and going forward these relationships will change. Part IV Section E Lines 3a-3b: Wheaton Franciscan Services, Inc. and its supported organizations had several members of its governing bodies that served on common boards through March 1, 2016. These members held reserved powers that included, but were not limited to, the election of members of the governing body, election of officers, approval of certain financial expenditures in accordance with policies, and approval of budgets and strategic plans. These approvals were based on recommendations from the governing body up through March 1, 2016, when a substantial reorganization occurred. | ExplanationTxt |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $71,541 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $71,541 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Lobbying Footnote | FormAndLineReferenceDesc |
| Explanation | Schedule C Part II-B Line 1i: Wheaton Franciscan Healthcare was part of a controlled group of healthcare organizations through late in the fiscal year, when most of the entities were transferred to new parent organizations. These entities were related through these respective dates, through a common parent organization, Wheaton Franciscan Services, Inc.. Certain entities within this controlled group engaged in limited lobbying activities that benefited each organization collectively. For calendar year 2015, Wheaton Franciscan Healthcare employed two individuals whose responsibilities included oversight and management of lobbying activities for these organizations the Senior Vice President of Strategic Initiatives 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 provides 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. These lobbying activities approximated 50% of total annual salary for the Director and no more than 20% 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 organization; 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 interest; 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 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 added or estimated as appropriate. Wheaton Franciscan Services, Inc. #36-3262111 $71,541 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $46,179,797 |
| DUE TO/FROM RELATED ORGS | $869,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,049,162 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Financial | SpecificServicesProvidedTxt |
| Region Total Expenditures | $3,528,579 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $3,528,579 | SubtotalSpentAmt |
| Total Spent | $3,528,579 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Supplemental Info | FormAndLineReferenceDesc |
| Explanation | (1) Contribution of capital $3,528,579 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| HOSPITAL SISTERS MISSION OUTREACH | ||||||||
| PO BOX 1665 | SPRINGIELD | IL | 62705 | 352271729 | 501(C)(3) | $30,316 | FMV | Contribution |
| City of Brookfield | ||||||||
| 2000 N Calhoun Road | Brookfield | WI | 53005 | 396020813 | 501(c)(3) | $16,000 | FMV | Sponsorship |
| Wheaton Franciscan Sisters Foundation Inc | ||||||||
| PO Box 667 | Wheaton | IL | 60187 | 391471463 | 501(c)(3) | $280,950 | FMV | Contribution |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 | 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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Boland | ||||||||||||||
| President-South Market | $444,213 | $0 | $198,000 | $0 | $13,098 | $0 | $63,318 | $0 | $15,233 | $0 | $733,862 | $0 | $0 | $0 |
| Brenda Bowers | ||||||||||||||
| Sr VP Org Change & Leader Dev | $306,197 | $0 | $150,800 | $0 | $15,947 | $0 | $43,588 | $0 | $17,293 | $0 | $533,825 | $0 | $0 | $0 |
| Coreen Dicus-Johnson | ||||||||||||||
| Sr VP Physician and Revenue Op | $424,715 | $0 | $242,900 | $0 | $12,139 | $0 | $54,985 | $0 | $27,367 | $0 | $762,106 | $0 | $0 | $0 |
| Jack Dusenbery | ||||||||||||||
| CEO WFH-IA | $424,892 | $0 | $202,200 | $0 | $10,426 | $0 | $61,509 | $0 | $29,370 | $0 | $728,397 | $0 | $0 | $0 |
| Wayne Frangesch | ||||||||||||||
| Sr VP Human Resources | $335,897 | $0 | $169,400 | $0 | $9,222 | $0 | $48,004 | $0 | $25,604 | $0 | $588,127 | $0 | $0 | $0 |
| James Gresham | ||||||||||||||
| Sr VP Continuing Care Services | $242,120 | $0 | $89,500 | $0 | $21,039 | $0 | $121,300 | $0 | $3,865 | $0 | $477,824 | $0 | $0 | $0 |
| Rita Hanson-Melzer MD | ||||||||||||||
| System Chief Medical Officer | $0 | $447,175 | $0 | $219,500 | $0 | $12,638 | $0 | $63,129 | $0 | $26,508 | $0 | $768,950 | $0 | $0 |
| Sarah Herzog | ||||||||||||||
| Sr VP General Counsel | $341,539 | $0 | $189,300 | $0 | $12,382 | $0 | $43,560 | $0 | $28,242 | $0 | $615,023 | $0 | $0 | $0 |
| Michael Lepore | ||||||||||||||
| Sr VP and Chief Administrative | $468,151 | $0 | $310,000 | $0 | $29,589 | $0 | $48,356 | $0 | $19,668 | $0 | $875,764 | $0 | $0 | $0 |
| John Oliverio | ||||||||||||||
| Secretary / Treasurer - Direct | $1,016,542 | $0 | $1,204,600 | $0 | $1,512,568 | $0 | $113,538 | $0 | $67,159 | $0 | $3,914,407 | $0 | $0 | $0 |
| Michele Panicucci | ||||||||||||||
| SVP / CFO WFH-IA | $274,126 | $0 | $113,500 | $0 | $13,959 | $0 | $90,680 | $0 | $19,380 | $0 | $511,645 | $0 | $0 | $0 |
| Therese Rocole | ||||||||||||||
| Sr VP Mission Services | $205,094 | $0 | $91,400 | $0 | $10,729 | $0 | $55,152 | $0 | $6,669 | $0 | $369,044 | $0 | $0 | $0 |
| Gregory Smith | ||||||||||||||
| Sr VP and Chief Info Officer | $348,462 | $0 | $185,000 | $0 | $328,021 | $0 | $121,485 | $0 | $32,159 | $0 | $1,015,127 | $0 | $0 | $0 |
| Jonathan Sohn | ||||||||||||||
| Sr VP and Chief Financial Offi | $481,735 | $0 | $318,300 | $0 | $17,479 | $0 | $76,964 | $0 | $30,577 | $0 | $925,055 | $0 | $0 | $0 |
| Debra Standridge | ||||||||||||||
| President-North Market | $476,398 | $0 | $236,500 | $0 | $16,753 | $0 | $69,344 | $0 | $23,471 | $0 | $822,466 | $0 | $0 | $0 |
| Julie Swiderski | ||||||||||||||
| Senior VP Strategic Iniatives | $234,809 | $0 | $140,900 | $0 | $15,776 | $0 | $36,004 | $0 | $34,302 | $0 | $461,791 | $0 | $0 | $0 |
| Kathleen Yosko | ||||||||||||||
| President/CEO-Marianjoy | $359,651 | $0 | $223,700 | $0 | $12,280 | $0 | $58,862 | $0 | $17,435 | $0 | $671,928 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J Footnotes | FormAndLineReferenceDesc |
| Explanation | Schedule J Part I Line 1a: During Calendar year 2015, certain officers and/or directors of Wheaton Franciscan Healthcare affiliates were provided an Executive Flexible Spending Account in the amount of $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 requied to substantiate each item reimbursed, and the amount used each year is fully taxable. John Oliverio was also provided housing during the current reporting period in the Milwaukee, Wisconsin area because as our top Executive Official, he is required to be available at both the Wisconsin and Illinois corporate locations. This housing is paid for by Wheaton Franciscan Healthcare as a nontaxable benefit, and due to the nature of housing, may contain personal usage. This housing amount is included as an element of the total compensation reported for Mr. Oliverio on Schedule J. Schedule J Part I Line 4b: Wheaton Franciscan Services, Inc., established the Wheaton Franciscan Services, Inc. Non-Qualified Benefit Restoration Plan to provide selected employees with certain benefits which they are 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 Participants 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. At this time, there are two long-term senior officials who are eligible for benefits under the plan, John Oliverio, Chief Executive Officer, and Greg Smith, Chief Information Officer. Under this plan, John Oliverio received a 2015 taxable payout of $1,487,537 and Greg Smith received a 2015 taxable payout of $312,437. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charity Washington Daughter Bowers | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member | RelationshipDescriptionTxt |
| Transaction | $49,666 | TransactionAmt |
| Transaction | Employment | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Supplemental Information to Form 990 | Part IV Lines 12a-12b and Part XII Lines 2a-2c: Beginning March 1, 2016 a system reorganization took place, and organizations that were formerly managed and governed by Wheaton Franciscan Services, Inc. were transferred to other parent organizations that were outside the Wheaton Franciscan Healthcare System. As a result, a system or stand-alone review or audit was not completed for Fiscal 2016. Part V Line 1a and Part VII Section B Line 1-2: 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 990s that there are top 5 independent contractors reported, but no 1099s are reported. Likewise on the 990s of the organization(s) reporting number of 1099s, there may be a disproportionate share of 1099s reported as compared with the actual expenses and top 5 independent contractors reported. Part VI Section A Line 4: The organizations Bylaws were amended in May 2016 from two (2) classes of members to solely the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters. Part VI Section A Lines 6-8b: WFSI had two members, the Class I Members and the Sponsor Member Board. Effective April 2016 this changed to one member, the individuals that serve as the Provincial Directress and the Provincial Councilors of the Wheaton Franciscan Sisters, which holds several reserved powers over WFSI. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, and amendments to governing documents; these approvals are based on recommendations from the governing body. Part VI, Section B, Line 11a and 11b: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 used a multiple-level review process on all IRS Forms 990 to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Departments in each region prepare Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by a Senior-Level (or higher) associate in the Finance Department, who focuses on income statement and balance sheet items, and schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Finance, the return is provided to the Tax Department, where the Tax Manager concentrates primarily on consistency of reporting between all returns, accuracy of tax related information, and narrative explanation of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule H or Schedule J may be reviewed by committees, such as the Community Benefit Team or the Compensation Committee in selected years. The board has also asked for formal presentations on various 990 topics over the years. This decision will vary from year to year, again based on many factors. Once all levels of review have been completed, the Tax Manager (or the designated employee in the applicable region) will schedule an appointment with the signer of the 990. This is normally a Senior Vice President or CFO of the applicable region, who will perform an additional, normally high level review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors, who at a later date but prior to efiling, are provided access to all 990s throughout their assigned region via an online portal. Additionally, as a courtesy, any individual who is listed on any 990 as a reportable individual will also receive access to the portal, where they can view the 990 if they so choose, prior to it being filed with the IRS. Part VI Section B Line 12a-c: The organization has a Conflict of Interest policy which states that if at any time, an officer or a director become aware that the board may discuss or act upon any transaction or arrangement which may have any bearing of any kind upon, or may relate in any manner to, a financial interest of the individual, the financial interest must be disclosed. All associates of the organization must disclose a potential conflict of interest any time one arises. The disclosures are reviewed and a determination is made as to whether a conflict of interest exists and how it might be managed. Additionally, as part of an annual process, conflict of interest questionnaires are sent out to all Officers, Directors, and other individuals in key positions using software designed to capture this information. The responses are analyzed in order to determine information on potential conflicts, as well as information on business and family relationships and other disclosures required to be made on IRS Forms 990. Responses to these questions are reviewed by the Vice President of Compliance and the Manager of Tax Compliance, and follow up action, if any, is documented within the software. Non-responders are reminded of their outstanding disclosure requirement automatically through the software system. Responses to questions continue to be reviewed and documented throughout this time period. Approximately 1 month prior to the filing deadline of IRS Form 990, responses to date are compiled. Any response requiring disclosure is entered into the information return. The remaining non responder names are determined, and a letter, along with the actual Conflict of Interest Policy, is sent to the Chairperson of each board. The letter lists current non responders, as well as any Officer or Board member that has disclosed a financial interest that might pose a potential conflict of interest. Depending upon the nature of the financial interest and work done by the board, several actions may be considered first, the board member with a financial interest would need to voluntarily excuse him or herself from the deliberations and/or voting on such a matter. If not, the board may, if necessary, determine that the subjects financial interest was an actual conflict of interest, in which case the board member would be informed by the board Chairperson that he or she would not be allowed to vote in any such matters due to this real or perceived conflict of interest. Minutes of the board meeting would document this decision process, and reflect whatever action(s) are ultimately taken. Part VI Section B Line 15a: The compensation of the CEO, Executive Director, or Other top official paid by the filing organization is reviewed and approved on an annual basis by the Executive Committee of the Wheaton Franciscan Services Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The boards decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board. Part VI Section B Line 15a: The compensation of the CEO, Executive Director, or Other top official paid by the filing organization is reviewed and approved on an annual basis by the Executive Committee of the Wheaton Franciscan Services Board of Directors, an independent board, acting in a manner consistent with its conflicts of interest policy. The boards decision is informed by an opinion on market comparable compensation data provided to the board by an independent compensation expert. The organization maintains contemporaneous documentation of the substantiation of the deliberation and decision by the board. |
| Supplemental Information to Form 990 Continued | Part VI Section B Lines 15b: For calendar year 2015, the filing organization has paid individuals who served as either Officers or Key Employees during the reporting period. These individuals have the following compensation structure: The compensation for the organizations officers and key employees paid by the filing organization is reviewed and approved on an annual basis, as part of the WFSI Executive Compensation Plan, by the Executive Committee of the Wheaton Franciscan Services, Inc. Board of Directors the Executive Committee of the WFSI Board, an independent board, acting in a manner consistent with its conflicts of interest policy. The WFSI Boards decision is informed by an opinion on market comparable compensation data provided to the WFSI Board by an independent compensation expert. The WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. Part VI Section C Line 19: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 provided upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. During fiscal 2016, all ministries were transferred to new parent organizations and all organizations are currently working on policy review and implementation in order to adopt and streamline existing policies to those of the new parent. Part VII Column B: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 operated as a controlled group of related healthcare organizations. As such, many employees who are at the Director level or above, or who are Officers and/or Directors of organizations where Wheaton has common boards and other overlaps in committee representations, spend significant time devoted to tasks not only for the filing organization, but also for related organizations. While there is no official time study tracking that is done, it is estimated that for each employee, tasks devoted to related organizations could approximate up to 80% or more of total hours. Part IX Lines 8-9: Certain employee benefits for affiliated organizations were centrally managed by Wheaton Franciscan Services, Inc. through March 1, 2016 and are reflected on Lines 8 and 9. The salary expense for these associates is reflected on the IRS Form 990 of the affiliated organization. Part XI Line 9 Reverse PL/GL Premiums Paid ($ 3,528,579) Deduction for PL/GL Claims Paid 1,170,000 WFIC Return of Capital-Prior Year 5,140,965 Transition Adjustment 248,159,407 Change in Equity Transfer-WFIC (10,466,623) Equity Transfer upon transition (45,553,824) Loan write-off Marianjoy 20,553,824 Total $215,475,170 Disclosure Statement Related to Forms 5471: Under the constructive ownership rules of Internal Revenue Code Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of US persons with respect to certain foreign corporations, as a category 4 and/or 5 filer with respect to Wheaton Franciscan Insurance Company, FEIN #98-0691609. These filing requirements are or will be satisfied through the filing of Forms 5471 with respect to the foreign corporation on the taxpayers behalf by the US taxpayers identified below who have the same filing requirement. Taxpayer name: Wheaton Franciscan Services, Inc. Address: 26 w171 Roosevelt Road, Wheaton IL 60187 FEIN number of US Tax return with which form 5471 was filed: 36-3262111 IRS Service Center where US Tax return was or will be filed: e-filed IRS Service Center where US Tax return was or will be filed: e-filed |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (75 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| WFH - Southeast Wisconsin Inc (2) | ||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391568865 | HOLDING CO | IL | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| WFH - All Saints Inc (2) | ||||||||||
| 3801 SPRING STREET | RACINE | WI | 53405 | 391264986 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WFH - All Saints Foundation Inc (2) | ||||||||||
| 3805B SPRING STREET | RACINE | WI | 53405 | 391570877 | FOUNDATION | WI | 501(c)(3) | 11 - I (7) | WFH-AS INC | false |
| Vlntrs in Pnrshp w WFH-All Saints (2) | ||||||||||
| 3807 SPRING STREET | RACINE | WI | 53405 | 930838390 | FOUNDATION | WI | 501(c)(3) | 11 - III-NF | WFH-AS INC | false |
| WFH - Circle of Life Foundation (2) | ||||||||||
| 4300 WEST BROWN DEER RD STE 250 | BROWN DEER | WI | 53223 | 562426294 | FOUNDATION | WI | 501(c)(3) | 11 - I | WFH-PE | false |
| WF Home Health & Hospice Inc (2) | ||||||||||
| 3070 NORTH 51ST STREET STE 406 | MILWAUKEE | WI | 53210 | 391559428 | HOME HLTH | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WF Medical Group Inc (2) | ||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391791586 | MED GROUP | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WF - Elmbrook Memorial Fndn Inc (2) | ||||||||||
| 19333 WEST NORTH AVENUE | BROOKFIELD | WI | 53045 | 392028808 | FOUNDATION | WI | 501(c)(3) | 11 - I | WF INC | false |
| WF Laboratories Inc (2) | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 391701402 | LABORATORY | WI | 501(c)(3) | 9 | WFH-SE WI | false |
| WFH - Pharmacy Ent & Fran Woods (2) | ||||||||||
| 19525 WEST NORTH AVENUE | BROOKFIELD | WI | 53005 | 391613624 | PHARMACY | WI | 501(c)(3) | 9 | WFH-SE WI | false |
| WFH - St Francis Inc (2) | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 390907740 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WF - St Joseph Foundation Inc (2) | ||||||||||
| 5000 WEST CHAMBERS STREET | MILWAUKEE | WI | 53210 | 391636804 | FOUNDATION | WI | 501(c)(3) | 11 - I | WF INC | false |
| Wheaton Franciscan Inc (2) | ||||||||||
| 5000 WEST CHAMBERS STREET | MILWAUKEE | WI | 53210 | 390816857 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| WFH - Fndn for St Francis & Franklin (2) | ||||||||||
| 3237 SOUTH 16TH STREET | MILWAUKEE | WI | 53215 | 320135258 | FOUNDATION | WI | 501(c)(3) | 11 - I | WFH-SFH | false |
| WFH - Elmbrook Memorial Auxiliary (2) | ||||||||||
| 19333 WEST NORTH AVENUE | BROOKFIELD | WI | 53045 | 396068950 | AUXILIARY | WI | 501(c)(3) | 11 - III-FI | WF INC | false |
| WFH - Terrace at St Francis Inc (2) | ||||||||||
| 3200 SOUTH 20TH STREET | MILWAUKEE | WI | 53215 | 391486775 | NURSING HOME | WI | 501(c)(3) | 9 | WFH-SE WI | false |
| WFH - Franklin Inc (2) | ||||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53132 | 562592868 | HOSPITAL | WI | 501(c)(3) | 3 | WFH-SE WI | false |
| Metro Physicians Inc (2) | ||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 943436893 | MED GROUP | WI | 501(c)(3) | 3 | WFMG | false |
| Marianjoy Inc (1) | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 363483589 | HOLDING CO | IL | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| Marianjoy Foundation Inc (1) | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 352165613 | FOUNDATION | IL | 501(c)(3) | 7 | MJ HOSP | false |
| Marianjoy Rehab Center Auxiliary (1) | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 363896976 | AUXILIARY | IL | 501(c)(3) | 11 - I | MJ HOSP | false |
| Marianjoy Rehab Hospital & Clinics (1) | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 362680776 | REHAB HOSPITA | IL | 501(c)(3) | 3 | MARIANJOY | false |
| Rehabilitation Medicine Clinic (1) | ||||||||||
| 26 W 171 ROOSEVELT RD | WHEATON | IL | 60187 | 363236791 | MEDICAL GRP | IL | 501(c)(3) | 3 | MARIANJOY | false |
| WF Sisters Fndn (fka OSF) (4) (6) | ||||||||||
| PO Box 667 | WHEATON | IL | 601870667 | 391471463 | HOLDING CO | WI | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| Canticle Ministries Inc (4) (7) | ||||||||||
| PO Box 667 | WHEATON | IL | 601870667 | 364091836 | HOUSING/ADVCY | IL | 501(c)(3) | 7 | OSF SVCS INC | false |
| Fran Sisters Charitable Fund of CO (5) | ||||||||||
| 2626 OSCEOLA STREET | DENVER | CO | 80212 | 840733072 | AUXILIARY | CO | 501(c)(3) | 7 | OSF SVCS INC | false |
| SET Ministry Inc (9) | ||||||||||
| 2977 NORTH 50TH STREET | MILWAUKEE | WI | 53210 | 391618277 | SOCIAL WORK | WI | 501(c)(3) | 9 | OSF SVCS INC | false |
| St Catherines Hospital Inc (4) (26) | ||||||||||
| 9555 76TH STREET | PLEASANT PRAIRIE | WI | 53158 | 390855075 | HOSPITAL | WI | 501(c)(3) | 3 | OSF SVCS INC | false |
| UHS Inc (4) (8) (26) | ||||||||||
| 6308 EIGHTH AVENUE | KENOSHA | WI | 53143 | 391956749 | HOSPITAL | WI | 501(c)(3) | 3 | NONE | false |
| Upendo Village NFP (4) | ||||||||||
| PO Box 667 | WHEATON | IL | 601870667 | 331007368 | HIV SUPPORT | IL | 501(c)(3) | 9 | OSF SVCS INC | false |
| WF Healthcare - Iowa Inc (3) | ||||||||||
| 3421 WEST NINTH STREET | WATERLOO | IA | 50702 | 421177001 | HOLDING CO | IA | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| Covenant Foundation Inc (3) | ||||||||||
| 3421 WEST NINTH STREET | WATERLOO | IA | 50702 | 421295784 | FOUNDATION | IA | 501(c)(3) | 9 | COV MED CTR | false |
| Covenant Medical Center Inc (3) | ||||||||||
| 3421 WEST NINTH STREET | WATERLOO | IA | 50702 | 421264647 | HOSPITAL | IA | 501(c)(3) | 3 | WFH-IOWA | false |
| Mercy Hospital of Fran Sisters Inc (3) | ||||||||||
| 3421 WEST NINTH STREET | WATERLOO | IA | 50702 | 421178403 | HOSPITAL | IA | 501(c)(3) | 3 | WFH-IOWA | false |
| NE Iowa Real Estate Invsts (3) | ||||||||||
| 3421 WEST NINTH STREET | WATERLOO | IA | 50702 | 421207432 | HOLDING CO | IA | 501(c)(2) | N/A | WFH-IOWA | false |
| Sartori Health Care Foundation Inc (3) | ||||||||||
| 3421 WEST NINTH STREET | WATERLOO | IA | 50702 | 421240996 | FOUNDATION | IA | 501(c)(3) | 11 - I | SARTORI HOSP | false |
| Sartori Memorial Hospital Inc (3) | ||||||||||
| 515 COLLEGE STREET | CEDAR FALLS | IA | 50613 | 420758901 | HOSPITAL | IA | 501(c)(3) | 3 | WFH-IOWA | false |
| Franciscan Ministries Inc (4) | ||||||||||
| 26W171 ROOSEVELT ROAD | WHEATON | IL | 601870667 | 363259684 | HOLDING CO | IL | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| Assisi Homes - Batavia Aprtmnts (4) | ||||||||||
| 1259 EAST WILSON STREET | BATAVIA | IL | 60510 | 363914084 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Assisi Homes - Colony Park Inc (4) | ||||||||||
| 550 EAST THORNHILL DRIVE | CAROL STREAM | IL | 60188 | 364039278 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Assisi Homes - Cnstn House Inc (4) | ||||||||||
| 401 NORTH CONSTITUTION DRIVE | AURORA | IL | 60506 | 364049150 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Assisi Homes - Jefferson Court Inc (4) | ||||||||||
| 415 EAST KNAPP STREET | MILWAUKEE | WI | 53202 | 391771526 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Assisi Homes - Kenosha Inc (4) | ||||||||||
| 1860 27TH AVENUE | KENOSHA | WI | 53140 | 391814815 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Assisi Homes - Saxony Inc (4) | ||||||||||
| 1876 22ND AVENUE | KENOSHA | WI | 53140 | 391790498 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Assisi Homes of Gurnee Inc (4) | ||||||||||
| 3495 WEST GRAND AVENUE | GURNEE | IL | 60031 | 363942336 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Assisi Homes of Illinois Inc (4) | ||||||||||
| 2126 WEST ROOSEVELT ROAD | WHEATON | IL | 60187 | 363803443 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Assisi Homes of Neenah Inc (4) | ||||||||||
| 210 BYRD AVENUE | NEENAH | WI | 54946 | 363767250 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Canticle Place Inc (4) | ||||||||||
| 26W171 ROOSEVELT ROAD | WHEATON | IL | 601870667 | 363957850 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Catherine Marian Housing Inc (4) | ||||||||||
| 806 SOUTH WISCONSIN AVENUE | RACINE | WI | 53403 | 391657098 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Clare Gardens Inc (4) | ||||||||||
| 2626 OSCEOLA STREET | DENVER | CO | 80212 | 237200039 | HOUSING | CO | 501(c)(3) | 9 | FMI | false |
| Clare of Assisi Homes - Westminster (4) | ||||||||||
| 2451 WEST 82ND PLACE | WESTMINSTER | CO | 80031 | 742740978 | HOUSING | CO | 501(c)(3) | 9 | FMI | false |
| Dayspring Villa Inc (4) | ||||||||||
| 3777 WEST 26TH AVENUE | DENVER | CO | 80211 | 363933908 | HOUSING | CO | 501(c)(3) | 9 | FMI | false |
| Francis Heights Inc (4) | ||||||||||
| 2626 OSCEOLA STREET | DENVER | CO | 80212 | 840626174 | HOUSING | CO | 501(c)(3) | 9 | FMI | false |
| Franciscan Ministries Comm Fndn (4) (27) | ||||||||||
| 26W171 ROOSEVELT ROAD | WHEATON | IL | 601870667 | 364456204 | FOUNDATION | IL | 501(c)(3) | 11 - I | FMI | false |
| Marian Housing Center Inc (4) | ||||||||||
| 4105 SPRING STREET | RACINE | WI | 53405 | 391515867 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Marian Park Inc (4) | ||||||||||
| 2126 WEST ROOSEVELT ROAD | WHEATON | IL | 60187 | 362750105 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Ridgeway Place Inc (4) | ||||||||||
| 155 EAST RIDGEWAY AVENUE | WATERLOO | IA | 50702 | 421416064 | HOUSING | IA | 501(c)(3) | 9 | FMI | false |
| Villa Maria Inc (4) | ||||||||||
| 2461 WEST 82ND PLACE | WESTMINSTER | CO | 80031 | 841347868 | HOUSING | CO | 501(c)(3) | 9 | FMI | false |
| Alexandria Manor Inc (4) (24) | ||||||||||
| 600 East Jackson St Unit M-50 | Alexandria | IN | 46001 | 475177987 | HOUSING | IN | 501(c)(3) | 9 | FMI | false |
| Indianapolis Manor 1 Inc (4) (10) | ||||||||||
| 7950 Harcourt Rd | Indianapolis | IN | 46260 | 475178092 | HOUSING | IN | 501(c)(3) | 9 | FMI | false |
| Kokomo Manor Inc (4) (11) | ||||||||||
| 510 Elk Dr | Kokomo | IN | 46902 | 475189624 | HOUSING | IN | 501(c)(3) | 9 | FMI | false |
| Indianapolis Manor 2 Inc (4) (12) | ||||||||||
| 1840 Perkins Ave | Indianapolis | IN | 46203 | 475178185 | HOUSING | IN | 501(c)(3) | 9 | FMI | false |
| Paducah Ministries 1 Inc (4) (13) | ||||||||||
| 650 College Ave 77 | Paducah | KY | 42001 | 475203278 | HOUSING | KY | 501(c)(3) | 9 | FMI | false |
| Princeton Ministries 4 Inc (4) (14) | ||||||||||
| 655 Grace Court | Princeton | KY | 42445 | 475202983 | HOUSING | KY | 501(c)(3) | 9 | FMI | false |
| Richardson Ministries Inc (4) (15) | ||||||||||
| 500 Rockingham Lane | Richardson | TX | 75080 | 475202868 | HOUSING | TX | 501(c)(3) | 9 | FMI | false |
| Effingham Ministries Inc (4) (16) | ||||||||||
| 512 Hendelmeyer | Effingham | IL | 62401 | 475190275 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Moline Ministries 1 Inc (4) (17) | ||||||||||
| 4201 22nd Street | Moline | IL | 61265 | 475216971 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Moline Ministries 2 Inc (4) (18) | ||||||||||
| 4201 22nd Street | Moline | IL | 61265 | 475217175 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
| Lake Wales Ministries Inc (4) (19) | ||||||||||
| 504 South 4th Street | Lake Wales | FL | 33853 | 475190723 | HOUSING | FL | 501(c)(3) | 9 | FMI | false |
| Pendleton Ministries 2 Inc (4) (20) | ||||||||||
| 950 Cherry St G-1 | Pendleton | SC | 29670 | 475247951 | HOUSING | SC | 501(c)(3) | 9 | FMI | false |
| Tucson Ministries Inc (4) (21) | ||||||||||
| 4131 North Western Winds Drive | Tucson | AZ | 85705 | 475239406 | HOUSING | AZ | 501(c)(3) | 9 | FMI | false |
| Phoenix Ministries 3 Inc(4) (22) | ||||||||||
| 7220 North 27th Ave | Phoenix | AZ | 85051 | 475217326 | HOUSING | AZ | 501(c)(3) | 9 | FMI | false |
| Davenport Ministries Inc (4) (23) | ||||||||||
| 7218 Hillandale Rd Apt 1 | Davenport | IA | 52806 | 475227048 | HOUSING | IA | 501(c)(3) | 9 | FMI | false |
| Villa St Clare Inc (4) (25) | ||||||||||
| 130 BYRD AVENUE | NEENAH | WI | 54946 | 391769395 | HOUSING | WI | 501(c)(3) | 9 | FMI | false |
| Assisi Homes - La Salle Manor Inc (4) | ||||||||||
| 26W171 ROOSEVELT ROAD | WHEATON | IL | 601890795 | 800623447 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wheaton Franciscan Enterprises Inc (2) | |||||||||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391985204 | HOLDING CO | WI | WF HOLDINGS INC | C CORP | false | ||||||||
| Wheaton Franciscan Holdings Inc (2) | |||||||||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391836357 | HOLDING CO | WI | WFH-SE WI | C CORP | false | ||||||||
| WFMG - Sussex Inc (2) | |||||||||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391361100 | MED GROUP | WI | WF HOLDINGS INC | C CORP | false | ||||||||
| Wheaton Franciscan Prov Network Inc (2 | |||||||||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391952140 | PROVIDER CONTRACT | WI | WFH-SE WI | C CORP | false | ||||||||
| FMOB Condo Assoc Inc (2) | |||||||||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 341983857 | CONDO MGMT | WI | FMOB LLC | C CORP | false | ||||||||
| Wheaton Way Condo Owners Assoc Inc (2) | |||||||||||||||||
| 10101 SOUTH 27TH STREET | FRANKLIN | WI | 53132 | 300659830 | CONDO ASSCN | WI | WFH-FRKLN | C CORP | false | ||||||||
| Wheaton Franciscan Insurance Company (4) | |||||||||||||||||
| 980691609 | FINANCIAL | WFSI | Other | Yes (true) | PO BOX 69 GT | GEORGETOWN | GRAND CAYMAN | CJ | UK | $3,773,434 | $1,000,682 | 1.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WFH-SE WI INC | ||
| A(I) | $7,766,664 | LOAN SCH |
| MARIANJOY INC | ||
| A(I) | $702,058 | LOAN SCH |
| Wheaton Franciscan Sisters Foundation Inc | ||
| B | $280,950 | FMV |
| Wheaton Franciscan Sisters Foundation Inc | ||
| C | $30,316 | FMV |
| WFH-SE WI INC | ||
| D | $316,000,000 | Loan Sch |
| MARIANJOY INC | ||
| D | $21,452,439 | LOAN SCH |
| WFH SE-WI INC | ||
| P | $154,830,314 | CORP ASSESS |
| WFH-IOWA INC | ||
| P | $32,847,623 | CORP ASSESS |
| MARIANJOY INC | ||
| P | $7,540,690 | CORP ASSESS |
| FRANCISCAN MINISTRIES INC | ||
| P | $821,324 | CORP ASSESS |
| WHEATON FRANCISCAN INSURANCE COMPANY | ||
| Q | $3,528,579 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R Footnotes - See Below | FormAndLineReferenceDesc |
| Explanation | (1) Effective March 1, 2016, organizations in the Marianjoy region were transferred from Wheaton Franciscan Services, Inc. to Northwestern Memorial Healthcare, and as a result, ceased to be related as of this date. (2) Effective March 1, 2016, organizations in the Southeast Wisconsin region were transferred from Wheaton Franciscan Services, Inc. to Ascension Health, and as a result, ceased to be related as of this date. (3) Effective May 1, 2016, organizations in the Iowa region were transferred from Wheaton Franciscan Services, Inc. to Mercy Health Network, and as a result, ceased to be related as of this date. (4) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation. (5) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation. Simultaneously with this transfer, Wheaton Franciscan Sisters Foundation, Inc. was removed as the corporate sponsor of Franciscan Sisters of Colorado, Inc., and the organization continued independently. (6) Effective May 4, 2016, O.S.F. Services, Inc. changed its legal name to Wheaton Franciscan Sisters Foundation, Inc. (7) Effective June 9, 2016, Canticle Ministries, Inc. was dissolved, and as such, this will be it's final 990 and the final year it will be reported as a related organization. (8) UHS, Inc. is listed without a direct controlling entity because of the two organizations with an interest, KHMC Community Board and Wheaton Franciscan Sisters Foundation, Inc., neither can appoint a majority of the board, and since KHMC is not an entity (it is a community board), neither body "controls". (9) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation. Effective December 31, 2016 (after the close of the current reporting year), Wheaton Franciscan Sisters Foundation, Inc. was removed as the corporate sponsor of S.E.T Ministries, Inc., and future of the organization is unknown until a new corporate sponsor is determined. (10) Indianapolis Manor 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective November 5, 2015. (11) Kokomo Manor, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 4, 2016. (12) Indianapolis Manor 2, Inc. was incorporated on September 25, 2015 and was granted exempt status effective November 5, 2015. (13) Paducah Ministries 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 15, 2016. (14) Princeton Ministries 4, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 21, 2016. (15) Richardson Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective January 15, 2016. (16) Effingham Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective December 21, 2015. (17) Moline Ministries 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 6, 2016. (18) Moline Ministries 2, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 30, 2016. (19) Lake Wales Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective January 7, 2016. (20) Pendleton Ministries 2, Inc. was incorporated on September 29, 2015 and was granted exempt status effective May 12, 2016. (21) Tucson Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective February 3, 2016. (22) Phoenix Ministries 3, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 16, 2016. (23) Davenport Ministries, Inc. was incorporated on September 29, 2015 and was granted exempt status effective January 15, 2016. (24) Alexandria Manor, Inc. was incorporated on September 25, 2015 and was granted exempt status effective February 2, 2016. (25) Effective January 31, 2016, assets of Villa St. Clare, Inc. were sold to an unrelated party, and the entity will subsequently be dissolved. (26) Effective November 1, 2016 (after the close of the current reporting year), a 25% ownership percentage in UHS, Inc. was transferred from Wheaton Franciscan Sisters Foundation, Inc. to UHS, Inc. making them 100% owner of St Catherine's Hospital, Inc. and United Hospital System, Inc. As a result, organizations under UHS, Inc. ceased to be related as of this date. (27) Effective December 22, 2016 (after the close of the current reporting year), Franciscan Ministries Community Foundation, Inc. was dissolved. | ExplanationTxt |