2017-05-15T10:07:15-05:00 2016-06-30 990 2015-07-01 391486775 WHEATON FRANCISCAN HEALTHCARE - TERRACE AT ST FRANCIS INC % ELIZABETH A RITTER WHEA 4143893200 3200 SOUTH 20TH STREET MILWAUKEE WI 53215 NICK HARSHFIELD CFO 4144653090 2017-05-15 2015 2021-01-29 14:40:06Z RICK CUMBERLAND COO 12250 Weber Hill Rd Ste 200 st louis MO 63127 7870836 false X www.wfhealthcare.org X 1984 WI THIS ORGANIZATION PROVIDES TRANSITIONAL CARE WHICH BRIDGES THE GAP BETWEEN HOSPITAL AND HOME. IN ADDITION, WE ALSO PROVIDE EXTENDED CARE. 10 5 144 9 0 376416 912120 6919249 6964882 154 -23770 26223 17604 7322042 7870836 0 0 0 0 4951836 5280736 0 0 0 2113167 2319473 7065003 7600209 257039 270627 2526087 3190179 1796750 1496885 729337 1693294 X 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. false false 7475842 6982551 WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN Wheaton Franciscan Healthcares service to Southeast Wisconsin dates back to 1879 when the Franciscan Sisters began operating a health care ministry out of a small house. Five years later they opened their first hospital in Milwaukee St. Joseph. Over the next 100 years, the Sisters known as the Wheaton Franciscans after 1947 expanded their Milwaukee health care ministry and, in 1993, partnered with the Felician Sisters. Through the union of numerous separate but common functions including Boards of Directors, medical groups, and corporate services, Wheaton Franciscan Healthcare has created a fully integrated region that allows it to share best practices and create cost efficiencies. WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN LIST OF ENTITIES Hospitals Wheaton Franciscan, Inc. (Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses) Wheaton Franciscan Healthcare - All Saints (Spring Street and Wisconsin Ave Campuses) Wheaton Franciscan Healthcare - St. Francis Wheaton Franciscan Healthcare Franklin Midwest Orthopedic Specialty Hospital (joint venture) Wheaton Franciscan Medical Group More than 300 physicians in 50 specialty and primary care locations across SE Wisconsin. Transitional & Extended Care Wheaton Franciscan Healthcare - Franciscan Woods Wheaton Franciscan Healthcare - Lakeshore Manor Wheaton Franciscan Healthcare - The Terrace at St. Francis Outpatient Centers Wheaton Franciscan Brown Deer Campus Wheaton Franciscan Wauwatosa Campus Wheaton Franciscan Healthcare - St. Francis Medical Arts Pavilion Wheaton Franciscan Healthcare St. Francis Outpatient Center Service Lines Wheaton Franciscan Cancer Care Wheaton Franciscan Women and Infants Wheaton Franciscan Diabetes Care Wheaton Franciscan Heart Care Wheaton Franciscan Mental Health and Addiction Care Wheaton Franciscan Orthopedic Care Wheaton Franciscan Rehabilitation Services Wheaton Franciscan Senior Care Midwest Orthopedic Specialty Services Restore Integrated Work Injury Solutions Home Health & Hospice Wheaton Franciscan Home Health Wheaton Franciscan Hospice Wheaton Franciscan Medical Equipment Team Pharmacy Wheaton Franciscan Pharmacy (multiple locations) Laboratory Wheaton Franciscan Laboratory Philanthropic Foundations Wheaton Franciscan Healthcare - All Saints Foundation Wheaton Franciscan Healthcare - Circle of Life Foundation Wheaton Franciscan Healthcare - Foundation for St. Francis and Franklin Wheaton Franciscan - Elmbrook Memorial Foundation Wheaton Franciscan - St. Joseph Foundation WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT IN SOUTHEAST WISCONSIN / 2016 Charity Care: $17,397,237. Charity Care is defined as free or discounted health services provided to those who cannot afford to pay and who meet all criteria for financial assistance. Charity care is based on actual costs, not charges, and does not include bad debt. Unreimbursed Cost of Public Programs: $46,504,102. Unreimbursed cost of public programs is defined as the shortfall experienced when payments received are below the cost of treating public beneficiaries through Medicaid and other local public programs. Community Health Improvement Services: $1,049,972. Community Health Improvement Services are defined as clinical and non-clinical services designed to improve community health, which are provided to the community for free or for fees that did not cover costs. Financial Contributions: $1,467,639. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, equipment, supplies, and loaned staff for volunteer and charitable purposes, made to individuals, community groups, or nonprofit organizations for charitable purposes. Health Professions Education: $10,392,557. Health professions education is defined as direct costs incurred for accredited training and education programs for physicians, nurses, allied health professionals and technicians (does not include ongoing education for staff). Community Building Activities: $98,698. Community building activities are defined as programs that, while not directly related to health care, provide opportunities to address the root causes of health problems, such as poverty, homelessness, and environmental issues. Costs for these activities include cash and in-kind donations. Community Benefit Operations: $31,963. Community benefit operations are defined as costs associated with dedicated staff and community health needs and/or assets assessment, as well as other costs associated with community benefit strategy and operations. Research: $74,940. Research is defined as costs incurred for health-related research, such as medical equipment testing, controlled studies of therapeutic protocols, and studies of health care delivery methods. Subsidized Health Services: $2,716,513. Subsidized health services are defined as the negative margin for clinical services that are provided despite a financial loss because of an identified community need that would need to be met by the government or another not-for-profit if it was not offered. The financial losses are so significant that negative margins remain after removing the effects of charity care, bad debt, and Medicaid shortfalls. TOTAL BENEFIT TO THE COMMUNITY IN SOUTHEAST WISCONSIN FOR 2016: $79,733,621. Wheaton Franciscan Transitional Care Facilities (Southeast Wisconsin) Franciscan Woods, a 120-bed skilled care nursing home and the Terrace at St. Francis, an 81-bed skilled care nursing home, both offer transitional care. Transitional Care bridges the gap between hospital and home, and is designed for people who need care for a few days or weeks after discharge from the hospital but are not yet fully able to resume their normal routine. Transitional Care is grouped under the term Skilled Nursing as it can involve the provision of complex patient care services including intravenous (IV) medications, feeding tubes, intravenous nutrition, blood transfusions, dialysis, and post-operative recovery. The skilled nurses are also trained in cancer care, palliative care, respiratory, rehabilitative care, and wound care. Transitional care through Wheaton Franciscan Healthcare offers advantages that no other provider can match. Hospital-based medical directors and consulting specialists provide extensive physician involvement. Outstanding clinical care is provided by teams of specially educated nurses, therapists, and other health care professionals. The integrated health care network ensures ready access to hospital, home health, outpatient, physician, and care management services. Spiritual support is offered to all patients and their loved ones, and comprehensive education helps prepare patients and their families for continued progress after discharge. The Transitional Care program is fortunate to receive support for various enrichment programs from the Wheaton Franciscan Healthcare-Circle of Life Foundation. programs of community impact are listed below. 7475842 true true false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 144 true false false false false false false false false false false X 10 5 false false false false true true true true true false false true true true true true true false false false WI X ELIZABETH A RITTER 4144653542 400 WEST RIVER WOODS PARKWAY MILWAUKEE WI 53212 X Mark Charbogian Director 1.0 40.0 X 0 221240 53170 Linda Czernicki Director 1.0 1.0 X 0 0 0 James Gresham President / Chair - Director 1.0 40.0 X X 0 352659 125165 Jason Kayzar Director 1.0 1.0 X 0 0 0 Suresh Misra MD Director 1.0 1.0 X 0 0 0 Rick Romanshek Director 1.0 1.0 X 0 0 0 Jonathan Sohn Treasurer - Director 1.0 40.0 X X 0 817514 107541 Patricio Viernes MD Director 1.0 1.0 X 0 0 0 David Ward V Pres/V Chair - Director 1.0 1.0 X X 0 0 0 Kari Klasen Secretary 1.0 40.0 X 0 110447 28412 Robin Owens Registered Nurse 40.0 1.0 X 130206 0 29304 Jessy Peter Registered Nurse 40.0 1.0 X 155447 0 39793 Sharon Povlich Vp-Home Hlth & Hospice-Se Wi 1.0 40.0 X 0 190478 26716 285653 1692338 410101 2 true true false SODEXO INC AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 FOOD SERVICE MGMT 153636 ALL ABOUT STAFFING INC PO BOX 742697 ATLANTA GA 30349 MEDICAL STAFFING SVC 251064 2 912120 912120 PATIENT CARE REVENUE 900099 6964882 6964882 6964882 -23770 65 -23835 0 0 0 0 0 0 0 0 0 SCREENING REVENUE 900099 7570 7570 GIFT SHOP REVENUE 453220 6138 6138 ALL OTHER - GUEST MEALS/MISC/DISCOUNTS 900099 3896 3896 17604 7870836 6982551 -23835 0 0 0 0 0 0 4253760 4253760 159960 159960 578480 578480 288536 288536 0 0 0 0 0 0 224092 224092 0 142377 142377 0 0 117115 117115 4688 4688 0 0 49367 49367 0 135827 135827 0 OTHER PURCHASED SERVICE 434440 434440 0 BAD DEBT 72000 72000 MEDICAL SUPPLIES 883774 883774 REPAIRS/MAINTENANCE 83271 83271 172522 97522 75000 7600209 7475842 124367 0 700 700 0 0 0 0 721255 878899 0 0 0 0 0 0 15548 11434 0 0 2329339 41990 1631044 2287349 0 0 0 0 0 0 0 0 157540 11797 2526087 3190179 538145 568035 0 0 0 0 0 0 0 0 0 0 0 0 1246065 918253 12540 10597 1796750 1496885 X 729337 1693294 0 0 0 0 729337 1693294 2526087 3190179 X 270627 693330 X X false true X true false X 0 775288 711298 376416 912120 2775122 6978654 6823880 7056013 6919249 6964882 34742678 0 0 0 6978654 7599168 7767311 7295665 7877002 37517800 0 0 0 37517800 2024 160 258 154 -23770 -21174 0 2024 160 258 154 -23770 -21174 0 25195 21307 20388 26223 17604 110717 7005873 7620635 7787957 7322042 7870836 37607343 0.99762 0.99675 0.00056 0.00009 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300000 300000 1756851 29338 1727513 222788 10769 212019 49700 1883 47817 2287349 0 RESIDENT TRUST PAYABLE 10597 10597 false false false false false false false false false Mark Charbogian Director 0 163131 0 56200 0 1909 0 30074 0 23096 0 274410 0 0 James Gresham President / Chair - Director 0 242120 0 89500 0 21039 0 121300 0 3865 0 477824 0 0 Robin Owens Registered Nurse 130149 0 0 0 57 0 12272 0 17032 0 159510 0 0 0 Jessy Peter Registered Nurse 154861 0 0 0 586 0 13647 0 26146 0 195240 0 0 0 Sharon Povlich Vp-Home Hlth & Hospice-Se Wi 0 148896 0 38500 0 3082 0 17303 0 9413 0 217194 0 0 Jonathan Sohn Treasurer - Director 0 481735 0 318300 0 17479 0 76964 0 30577 0 925055 0 0 SCHEDULE 0 DISCLOSURES - SEE REFERENCES BELOW Part IV Lines 12a-12b and Part XII Lines 2a-2c: Effective March 1, 2016, Wheaton Franciscan Healthcare organizations in the SE WI region were transferred to Ascension Health. As such, all SE WI organization have been included in the consolidated Ascension audit report for the period March 1, 2016 June 30, 2016, and we have therefore answered NO, YES accordingly. 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 6-8b: Wheaton Franciscan Healthcare Terrace at St Francis, Inc had two classes of members which held several reserved powers over the entity. Effective March 1, 2016, one of the corporate members withdrew and the reserved powers were vested in the remaining corporate member. These reserved powers include, but are not limited to, the election of members of the governing body and election of officers, and approval of certain financial expenditures in accordance with policy; these approvals are based on recommendations from the governing body. Part VI Section B Lines 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 Lines 12a 12c: 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. The board chairperson is also required to discuss with non responders the repercussions of not responding, and require the board member to complete the annual conflict of interest disclosure questions before being allowed to continue in any board matters. If the board member refuses, the Chairperson has the authority to determine the appropriate action, including, but not limited to prohibiting them from participating in deliberations, preventing them from voting, and/or removing them as a board member. 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. SCHEUDULE O CONTINUED 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. Form 990 Part XI Line 9: Effective March 1, 2016, Wheaton Franciscan Healthcare Terrace at St Francis, Inc. was transferred to Ascension Health. A revaluation of property, plant, and equipment was subsequently performed by independent CPA firm, resulting in an equity increase of $707,567. Additionally, FICA expense for an accrued PTO balance sheet liability account resulted in an equity decrease of $(14,237). Reconciliation: $707,567 14,237 = $693,330 Disclosure Statement Related to Forms 5471: Information return of US persons with respect to certain foreign corporations filed on behalf of the taxpayer 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 5 filer with respect to certain controlled foreign corporations (cfcs). These filing requirements are or will be satisfied through the filing of Forms 5471 for these cfcs by other 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 Wheaton Franciscan Services Inc (4) 26 W 171 ROOSEVELT RD WHEATON IL 60187 363262111 PARENT CORP IL 501(c)(3) 11 - III-FI NA false Ascension Health Alliance (2) PO Box 45998 St Louis MO 63145 453358926 National Heal MO 501(c)(3) 11-I NA false Ascension Health (2) PO Box 45998 St Louis MO 63145 311662309 National Heal MO 501(c)(3) 11-I Ascension He false WFH - Southeast Wisconsin Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391568865 HOLDING CO IL 501(c)(3) 11 - III-FI WFSIAscensi false 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 - 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 false 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 false 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 false 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 false 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 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) PO BOX 69 GT GEORGETOWN GRAND CAYMAN CJ 980691609 FINANCIAL UK WFSI Other false false true true true true false false true true true true true true true true true true true SCHEDULE R SUPPLEMENTAL INFORMATION (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, new organizations became 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 of the SE WI transfer to Ascension Health, ceased to be related as of March 1, 2016. (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 and as a result, ceased to be related as of this date. (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 and were considered unrelated as of this date. 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 through March 1, 2016. (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 and ceased to be considered related as of this date. 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. With the transfer of the SE WI organizations to Ascension Heatlh, the organizations under UHS, Inc. ceased to be considered related as of March 1, 2016. (27) Effective December 22, 2016 (after the close of the current reporting year), Franciscan Ministries Community Foundation, Inc. was dissolved. With the transfer of the SE WI organizations to Ascension Health, this organization ceased to be considered related as of March 1, 2016.