2016-05-13T09:56:15-05:00 2015-06-30 990 2014-07-01 363262111 Wheaton Franciscan Services Inc % ELIZABETH RITTER WHEA 4144653000 26 W171 Roosevelt Rd Wheaton IL 60187 JONATHAN W SOHN SENIOR VP AND CFO 2016-05-15 2014 2016-08-17 19:52:53Z John D Oliverio 400 W RIVER WOODS PARKWAY GLENDALE WI 53212 608268586 false 0928 X www.wfhealthcare.org X 1983 IL WFSI is the parent organization that provides oversight and support to its system of related healthcare orginizations and housing ministries operating in four states. 11 10 777 10 0 0 85532 33421 274870757 271177428 9863126 9203495 24266355 21827404 309085770 302241748 413799 209562 0 0 189265366 176896331 0 0 0 114695337 117611071 304374502 294716964 4711268 7524784 1144495481 1192021587 1221628454 1343944351 -77132973 -151922764 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 231571634 209562 292466451 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 person's 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 System's housing and spiritual development services are organized under the holding company name of Franciscan Ministries, Inc. Since 2006, the "doing business as" name for WFSI's health care ministry has been Wheaton Franciscan Healthcare (WFH). In 2014, Wheaton Franciscan Healthcare donated more than 47,000 pounds of equipment and medical supplies with an estimated value of $109,414.59 to Hospital Sisters Mission Outreach. These supplies help to promote wellness and healing in medical ministries throughout the world, and keep unused and overstock equipment and supplies out of local landfills. 2013 marked the 12th consecutive year Wheaton Franciscan Healthcare in Southeast Wisconsin was named one of the top 100 most efficient, best performing health care networks in the nation, according to IMS (formerly SDI), the nation's premier integrated health network (IHN) evaluation system. The top 100 ranking is based on integration in areas such as managed care, information systems, and physician affiliations. Wheaton Franciscan Healthcare scored above the nation's top 100 integrated health networks' average score in the areas of hospital utilization, physician participation, services and access, outpatient utilization, integration, and integrated technology. Wheaton Franciscan Healthcare has been recognized for its dedication to patient privacy and is a FairWarning Ready Certified Care Provider. Wheaton received the certification for taking cutting-edge measures to ensure sensitive patient information is protected at all times, and patient privacy monitoring is one of the essentials. Wheaton Franciscan Healthcare is also a recipient of the ECRI Institute's Healthcare Supply Chain Achievement Award. The award honors organizations that demonstrate excellence in overall cost management and in adopting best practice solutions in supply chain processes. Wheaton is one of five health care organizations nationwide to be honored. Please see our full 2015 Annual Report online at: www.WheatonAnnualReport.org 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 person's 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. SYSTEM STATISTICS Hospital Sites: 14 Staffed Hospital beds: 1,525 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,378 Affiliated Physicians: 2,530 Employed Physicians: 511 Emergency Room Visits: 348,200 Newborns: 8,217 Hospital Admissions: 61,602 Hospital Patient Days: 298,791 Skilled Nursing Unit Patient Days: 21,525 Long-term Care Facility Patient Days: 88,718 Hospital Outpatient Visits: 1,606,876 Hospice Days: 29,303 Home Health Visits: 136,884 Medical Group Physician Visits: 1,511,538 WFH ORGANIZATIONS 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. Catherine's Medical Center and Kenosha Medical Center Campuses WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT FOR SYSTEM / 2015 Charity Care: $34,472,456. 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: $115,878,726. 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: $3,545,491. 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: $2,501,914. 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: $8,043,187. Health professions education is d 231571634 true true false true false false false false false true false false false true false false true false true true false false false false false false true false true true false true false false false false false false true false false false false false false true true true false false true X 715 0 true 777 true false true CJ false false false false false false false false X 11 10 false false false false true true true true true false true true true true true true true true true true false X ELIZABETH RITTER 4144653542 26 W171 ROOSEVELT RD WHEATON IL 60187 X Dennis Clark Director 1.0 1.0 X 0 0 0 James Concannon MD Secretary - Director 1.0 1.0 X X 0 0 0 Alice Drewek Director 1.0 1.0 X 0 0 0 Sr Mary Beth Glueckstein Vice Chair - Director 1.0 1.0 X X 0 0 0 Carolyn Hodge-West Director 1.0 1.0 X 0 0 0 Camille Hogan Director 1.0 1.0 X 0 0 0 Michael Murry Chair - Director 1.0 1.0 X X 0 0 0 John Oliverio Secretary / Treasurer - Direct 40.0 1.0 X X 2273133 0 233673 Stephen Roell Director 1.0 1.0 X 0 0 0 Michael Skwierawski Director 1.0 1.0 X 0 0 0 James Small Director 1.0 1.0 X 0 0 0 Sarah Herzog Asst. Secretary 40.0 1.0 X 446182 0 60876 Michael Lepore Sr VP and Chief Operating Offi 40.0 1.0 X 647007 0 56732 Gregory Smith Sr VP and Chief Info Officer 40.0 1.0 X 571658 0 64958 Jonathan Sohn Sr VP and Chief Financial Offi 40.0 1.0 X 623808 0 84989 Brenda Bowers Sr VP Org Change & Leader Dev 40.0 1.0 X 376412 0 73244 Richard Canter Sr VP Strategy and Corp Affair 40.0 1.0 X 619631 0 260555 Coreen Dicus-Johnson Sr VP Physician and Revenue Op 40.0 1.0 X 477597 0 61508 Wayne Frangesch Sr VP Human Resources 40.0 1.0 X 438399 0 62428 James Gresham Sr VP Continuing Care Services 40.0 1.0 X 254356 0 97719 Rita Hanson-Melzer MD System Chief Medical Officer 1.0 40.0 X 0 576755 73988 Therese Rocole Sr VP Mission Services 40.0 1.0 X 265216 0 51652 Julie Swiderski Senior VP Strategic Iniatives 40.0 1.0 X 238624 0 76149 Susan Boland President-South Market 40.0 1.0 X 431489 0 65260 Jack Dusenbery President/Ceo Wfh-Iowa 40.0 1.0 X 658432 0 85854 Michele Panicucci Svp/Cfo-Wfh-Iowa 40.0 1.0 X 418160 0 106333 Debra Standridge President-North Market 40.0 1.0 X 475455 0 67171 Kathleen Yosko President/Ceo-Marianjoy 40.0 1.0 X 551761 0 67693 Kenneth Buser President/Ceo Wfh-All Saints 40.0 1.0 X 136147 0 13618 9903467 576755 1664400 137 true true false MCKESSON Information Solutions PO BOX 98347 CHICAGO IL 60693 CONSULTING 1492373 PRESS Ganey Associates Inc PO Box 88335 MILWAUKEE WI 53288 Service & EE Survey 1327061 MERCER Human Resource Consult PO Box 730212 DALLAS TX 75373 HR Consulting 1197998 Paragon Development Systems PO BOX 88079 MILWAUKEE WI 53288 Consulting 949172 CATHOLIC Healthcare Audit Network L 231 S BEMISTON STE 300 CLAYTON MO 63105 Auditor 862367 47 33421 33421 SUPPORT SERVICES REVENUE 561000 267345059 267345059 GPO PATRONAGE DIV 900099 3832369 3832369 271177428 4026360 4026360 1021989 1021989 0 0 0 0 308682414 1499570 306008046 18792 2674368 1480778 4155146 4155146 0 0 0 INT INTERCO LOANS 900099 20973002 20973002 SWAP VALUE ADJUSTMENT 900099 538381 538381 ALL OTHER REVENUE 900099 316021 316021 21827404 302241748 292466451 9741876 209562 209562 0 0 0 8416506 8416506 316506 166741 149765 50727527 43625673 7101854 16769316 14421612 2347704 96730496 83188227 13542269 3935980 3384943 551037 0 1432461 1432461 1631027 1631027 60265 60265 0 720153 720153 4541982 4541982 0 8194233 8194233 81942 81942 0 2900897 2900897 542553 542553 0 786364 786364 27252554 27252554 0 17742050 17742050 11170121 11170121 MAINTENANCE CONTRACTS 24806762 24806762 MINOR EQUIPMENT 6765908 6765908 OTHER PURCHASED SERVICES 5174551 5174551 MEMBERSHIP FEES & DUES 624990 624990 3182258 3182258 294716964 231571634 63145330 0 117 117 38495759 54771002 0 0 1204307 324705 0 0 0 0 434576113 421310477 108928 49329 15179663 16965434 198792540 108949829 67414766 89842711 564569032 581598162 10933765 7787500 0 0 0 0 12013031 19372150 1144495481 1192021587 74777593 83926520 0 0 4161868 3927185 711075000 690390000 0 0 0 0 0 0 0 0 431613993 565700646 1221628454 1343944351 X -77161963 -151951754 28990 28990 0 0 -77132973 -151922764 1144495481 1192021587 X 7524784 -11937499 -70377076 X false true X true false X X 39 WFH - ALL SAINTS INC 391264986 3 false 40519981 0 WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC 391559428 3 false 964494 0 WHEATON FRANCISCAN MEDICAL GROUP INC 391791586 3 false 11739626 0 WHEATON FRANCISCAN LABORATORIES INC 391701402 9 false 0 0 WFH PHARMACY ENT & FRAN WOODS INC 391613624 9 false 2492951 0 WFH - ST FRANCIS INC 390907740 3 false 17323645 0 WHEATON FRANCISCAN INC 390816857 3 false 43943908 0 WFH - TERRACE AT ST FRANCIS INC 391486775 9 false 0 0 WFH - FRANKLIN INC 562592868 3 false 5956097 0 MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC 362680776 3 false 10334647 0 REHABILITATION MEDICINE CLINIC INC 363236791 3 false 0 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 48283992 0 MERCY HOSPITAL OF FRANCISCAN SISTERS INC 421178403 3 false 0 0 SARTORI MEMORIAL HOSPITAL INC 420758901 3 false 0 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 39 181559341 false false false false false true false false false false false false false false false true true true X true true Schedule A Supplemental Info 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 chart, supports all organizations at the Tier II and Tier III level that are not themselves supporting organizations. Wheaton Franciscan Services, Inc. provides 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 provide "support". Part IV Section A Line 6: Wheaton Franciscan Services, Inc. is a Tier I parent organization that is part of a controlled group of healthcare provider organizations. As such, it is common to have intercompany journal entries that result in support being provided to other supporting organizations within the group that may provide additional support to one or more of the same supported organization. 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 spreadsheet is developed listing tentative support amounts that were compiled prior to audit. This spreadsheet is disbursed amongst regions, and audits are conducted across the Wheaton Franciscan System - most consolidated as part of the parent organization, some separate, and some, due to size, are not audited. Final support amounts are calculated as part of the 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, of 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. Due to the number of supported organizations and the sheer size of the system, not all supported organizations participate in these decisions. Part IV Section E Lines 3a-3b: Wheaton Franciscan Services, Inc. and its supported organizations have several members of its governing bodies that serve on common boards. These members hold reserved powers that include, but are not limited to, the election of members of the governing body and election of officers, approval of certain financial expenditures in accordance with policies, and approval of budgets and strategic plans. These approvals are based on recommendations from the governing body. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 60265 false false true 60265 false LOBBYING Schedule C Part II-B Line 1i: Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of healthcare and housing organizations that are related through a common parent organization. Certain entities within this controlled group engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs two individuals whose responsibilities include the oversight and management of lobbying activities for the organization - the Senior Vice President of Strategic Initiatives and the Director of Government Relations and Advocacy . The Senior Vice President provides strategic oversight for the department and participates in visits with key elected officials when appropriate. The Director provides on the ground support; serves as the first point of contact for elected officials and executes on legislative lobbying activities that support the strategic interests of the organization. These lobbying activities approximate 50% of total annual salary for the Director and less than 20% for the Senior Vice President. A benefits factor of 25% is added, and the total is allocated amongst the organizations receiving the benefit of these services. The lobbying activities include 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 added or estimated, as appropriate. Wheaton Franciscan Services, Inc. #36-3262111 $60,265 2064696 2064696 24324158 8315718 16008440 0 137603844 99922702 37681142 34799842 711409 34088433 89842711 0 SECURITY LENDING PAYABLE 15426152 BENEFIT RESTORATION PLAN 418000 PENSION-MIN LIAB PER FAS87 134522574 DEFERRED COMPENSATION 44344166 FELICIAN SERVICES 28000000 GIFT ANNUITIES 28677 DERIVATIVE SWAP VALUE ADJ 3668561 DUE TO/FROM RELATED ORGS 324521167 ORIGINAL ISSUE DISCOUNT 2006A 5672183 ORIGINAL ISSUE DISCOUNT 2006B 9099166 565700646 290304249 -11937499 -11937499 302241748 302241748 297552873 3980909 3980909 293571964 1145000 1145000 294716964 Supplemental Information Schedule D Part XII Line 2d: Reverse PL/GL Premiums Paid (3,980,909) Schedule D Part XII Line 4b: Deduction for PL/GL Claims Paid 1,145,000 true Central America and the Caribbean 1 2 Program Services Financial 3980909 1 2 1 2 3980909 3980909 true false true false false false Supplemental Info (1) Contribution of capital $3,980,909 true HOSPITAL SISTERS MISSION OUTREACH PO BOX 1665 SPRINGIELD IL 62705 352271729 501(C)(3) 22737 Contribution SCHOLARSHIP AMERICA Inc PO BOX 240 ST PETER MN 56082 237039405 501(C)(3) 15000 SCHOLARSHIPS City of Brookfield 2000 N Calhoun Road Brookfield WI 53005 396020813 501(c)(3) 10000 Sponsorship OSF Services Inc PO Box 667 Wheaton IL 60187 391471463 501(c)(3) 140650 Contribution 4 Supplemental Information Schedule I Schedule I Part I Line 2: Wheaton Franciscan Healthcare and Franciscan Ministries maintain 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 and/or Franciscan Ministries. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare or housing 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. X X X X X true true X X X X true true false false false false false false false Susan Boland President-South Market 417944 0 0 13545 0 38241 0 27019 0 496749 0 0 0 Brenda Bowers Sr VP Org Change & Leader Dev 287480 0 73300 0 15632 0 33089 0 40155 0 449656 0 0 0 Kenneth Buser President/Ceo Wfh-All Saints 135480 0 0 667 0 10897 0 2721 0 149765 0 79999 0 Richard Canter Sr VP Strategy and Corp Affair 405196 0 197600 0 16835 0 233957 0 26598 0 880186 0 0 0 Coreen Dicus-Johnson Sr VP Physician and Revenue Op 409727 0 57000 0 10870 0 36688 0 24820 0 539105 0 0 0 Jack Dusenbery President/Ceo Wfh-Iowa 410813 0 237000 0 10619 0 59315 0 26539 0 744286 0 0 0 Wayne Frangesch Sr VP Human Resources 327486 0 101800 0 9113 0 38720 0 23708 0 500827 0 0 0 James Gresham Sr VP Continuing Care Services 237005 0 0 17351 0 91763 0 5956 0 352075 0 0 0 Rita Hanson-Melzer MD System Chief Medical Officer 0 426705 0 137100 0 12950 0 44749 0 29239 0 650743 0 0 Sarah Herzog Asst. Secretary 329742 0 104100 0 12340 0 33853 0 27023 0 507058 0 0 0 Michael Lepore Sr VP and Chief Operating Offi 455082 0 162500 0 29425 0 37378 0 19354 0 703739 0 0 0 John Oliverio Secretary / Treasurer - Direct 991703 0 629600 0 651830 0 167951 0 65722 0 2506806 0 0 0 Michele Panicucci Svp/Cfo-Wfh-Iowa 268853 0 135300 0 14007 0 82446 0 23887 0 524493 0 0 0 Therese Rocole Sr VP Mission Services 197606 0 53700 0 13910 0 44349 0 7303 0 316868 0 0 0 Gregory Smith Sr VP and Chief Info Officer 338475 0 108400 0 124783 0 31424 0 33534 0 636616 0 0 0 Jonathan Sohn Sr VP and Chief Financial Offi 468060 0 146500 0 9248 0 56080 0 28909 0 708797 0 0 0 Debra Standridge President-North Market 464088 0 0 11367 0 42347 0 24824 0 542626 0 0 0 Julie Swiderski Senior VP Strategic Iniatives 201450 0 32900 0 4274 0 20535 0 55614 0 314773 0 0 0 Kathleen Yosko President/Ceo-Marianjoy 352933 0 188500 0 10328 0 49516 0 18177 0 619454 0 0 0 Supplemental Information Schedule J Schedule J Part I Line 1a: Certain Officers and/or Directors of Wheaton Franciscan Healthcare affiliates were provided an "Executive Flexible Spending Account" in the amount of up to $5,000 annually. The account provides access to funds for expenses incurred for business-related spousal travel, financial counseling, tax preparation, estate planning, club membership fees, holistic health and wellness, and/or unreimbursed medical or dental expenses. The individual is required to substantiate each item reimbursed, and the amount used each year is fully taxable. 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 on Schedule J for Mr. Oliverio. Schedule J Part I Line 4a: Reportable compensation of Ken Buser includes $79,999 in severance payments paid during calendar year 2014. 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 Participant's Plan accruals are calculated as of the last day of each Plan Year and paid as a taxable distribution to the Participant in that Plan Year. 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 2014 taxable payout of $628,324 and Greg Smith received a 2014 taxable payout of $111,092. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column C: Retirement and Other Deferred Compensation of Richard Canter includes $185,772 in accrued severance payments to be paid as wages in a future year. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 97710VP51 2006-11-14 318938498 WHFA 2006A REVENUE BOND false false false B Wisconsin Health and Education Faciliteis Authorit 391337855 97710VT81 2006-12-12 222445595 WHFA 2006B REV & REFINANCE BOND false false false C WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 2013-07-16 87300000 WHFA 2013A REFUNDING REVENUE BONDS false false false D WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 2015-05-28 75000000 WHFA 2015A Refunding Revenue Bonds false false false A 27570000 0 329958352 23125534 0 0 2488832 0 0 202651722 92328767 0 2008 true false true true B 12010000 0 222448599 19733942 0 0 1490312 0 0 0 203522211 0 2006 false true true true C 10620000 0 87300000 0 0 0 232548 0 0 0 87067452 0 2023 true false true true D 0 0 75000000 0 0 0 0 0 0 0 75000000 0 2036 true false true true A false true true true true true 0.00000 0.00000 0.00000 false false false true B 0.00000 0.00000 0.00000 C false true true true true true 0.00000 0.00000 0.00000 false false false true D false true true true true true 0.00650 0.00400 0.01050 false false false true A true false false 0 true Morgan Stanley 5.25 true false true B true false false 0 true SUN Trust 7.25 true false true C false true false false false false 0 false 0 false true D false true false false true false 0 false 0 false true A true B true C true D true 2006A Bonds 1 Ln A Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations, to refund variable rate demand revenue bonds, series 1997, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2006A bonds. 2006B Bonds 1 Ln B Proceeds were used to refund a portion of revenue and refunding bonds, series 2002, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2006B bonds. 2013A Bonds 1 Ln C Proceeds were used to refund the outstanding principal amount of revenue bonds, Series 2003A and pay certain costs associated with the issuance of the Series 2013A bonds and the refunding of the Series 2003A bonds. 2015A Bonds 1 Ln D Proceeds were used to pay the principal portion of the current refunding of the Series 2003B bonds, which were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations and to pay certain costs in connection with the issuance of the series 2003B bonds. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR 391337855 2015-05-28 63780000 WHFA 2015B REFUNDING REVENUE BONDS false false false A 0 0 63780000 0 0 0 0 0 0 0 63780000 0 2036 true false true true A false true true true true true 0.00000 0.00000 0.00000 false false false true A false true false false true false 0 false 0 false true A true 2015B Bonds 2 Ln A Proceeds were used to pay the principal portion of the current refunding of the Series 2007 bonds, which refinanced the $50,000,000 of The Wisconsin Heart Hospital LLC taxable variable rate demand revenue bonds, series 2003, and paid the borrower or one of its related corporations for the payment of the costs of certain projects and to pay certain costs in connection with the issuance of the series 2007 bonds. Charity Washington Daughter Bowers Family Member 40954 Employment false Supplemental Information to Form 990 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 990's that there are top 5 independent contractors reported, but no 1099s are reported. Likewise on the 990's of the organization(s) reporting number of 1099's, there may be a disproportionate share of 1099's reported as compared with the actual expenses and top 5 independent contractors reported. Part VI Section A Lines 6-8b: WFSI has two members which hold 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, approval of certain financial expenditures in accordance with policy, and approval of budgets and strategic plans; these approvals are based on recommendations from the governing body. Part VI Line 10a and 10b: Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of health care and housing providers, controlled under a common parent organization Wheaton Franciscan Services, Inc. Some of these organizations are exempt through the Catholic Group Ruling and other organizations have a stand-alone exemption (IRS determination) letter. As such, these related affiliates have certain policies and procedures that were adopted at the parent level, but are applicable to the entire controlled group of organizations. All policy and procedure matters are handled in a manner to ensure that all activities are consistent with the organization's overall exempt purposes. Please see Schedule R for a full listing of all related affiliate organizations. Part VI Section B Line 11a and 11b: Affiliates of Wheaton Franciscan Healthcare use a multiple-level review process on all Federal and State information and tax returns to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Department prepares Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by the Accounting Director, 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 Accounting, the return is provided to the Tax Department, where the Tax Manager and Vice President of Accounting focus their review 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 K, Schedule H, and/or Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully. 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 will schedule an appointment with the Senior Vice President and CFO, who will perform a review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors. The parent organization, Wheaton Franciscan Services, Inc. has designated that the Audit Committee review the parent return in certain years. The 990 is explained at a high level by management representatives, and any questions or concerns that the Committee has can be addressed. At a later date and prior to efiling, the full board is provided access to all 990's 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. A similar process exists at the regional holding company levels - a 990 is selected for review in certain years by the Finance and Operations Committee. Similarly, the 990 is explained at a high level, and Committee questions or concerns are addressed. Members of the full board, as well as reportable individuals, are provided access to all 990's within that region via an online portal prior to efiling. Part VI Section B Line 12a-c: The organization has a Conflict of Interest policy. Under that policy, if at any time, an officer or director becomes 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 at the time it arises (or beforehand if not in existence at the time of hire). 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 questions 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 for purposes of answering certain questions on IRS Form 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, are 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 outlines the 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 - 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; or, if necessary, the board would determine that the subject's 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 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 board's 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 Lines 15b: 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: Wheaton F Supplemental Information to Form 990 Continued Part VI Section C Line 19: Affiliates of Wheaton Franciscan Healthcare and Franciscan Ministries provide 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. Requests for information are considered on a case-by-case basis, and this process is outlined in our Public Disclosure Policy. As part of the requirements for tax exempt bond financing, the consolidated financial statements of Wheaton Franciscan Services, Inc. (#36-3262111) are required to be provided each quarter to the Municipal Securities Rule Making Board (MSRB). The vehicle used to accomplish this is through an external website (http://emma.msrb.org/) referred to as "EMMA" (Electronic Municipal Market Access System). The financial statements are uploaded each quarter to the website, and along with other information provided at the bond's inception, are available for viewing by the general public. Part VII Column B: Wheaton Franciscan Healthcare and Franciscan Ministries are a controlled group of related healthcare and housing 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 are centrally managed by Wheaton Franciscan Services, Inc. and are reflected on Lines 8 and 9. The salary expense for these associates is reflected on the information return for the affiliated organizations. Form Part XI Line 9: Reverse PL/GL Premiums Paid $ (3,980,909) Deduction for PL/GL Claims Paid 1,145,000 Chg in EQ Tnfr Pension (65,924,159) WFIC Return of Capital-Current Yr (5,140,965) WFIC Return of Capital-Prior Yr 3,523,957 Other Changes in Net Assets of Fund Balances $ (70,377,076) 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 taxpayer's 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 WFH - SOUTHEAST WISCONSIN INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391568865 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true WFH - ALL SAINTS INC 3801 SPRING STREET RACINE WI 53405 391264986 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH - ALL SAINTS FOUNDATION INC 3805B SPRING STREET RACINE WI 53405 391570877 FOUNDATION WI 501(c)(3) 11 - I WFH-AS INC false VOLUNTEERS IN PTNRSHIP WITH WFH-AS INC 3807 SPRING STREET RACINE WI 53405 930838390 FOUNDATION WI 501(c)(3) 11 - III-NF WFH-AS INC false WFH - CIRCLE OF LIFE FOUNDATION INC 4300 WEST BROWN DEER RD STE 250 BROWN DEER WI 53223 562426294 FOUNDATION WI 501(c)(3) 11 - I WFH-PE false WHEATON FRAN HOME HEALTH & HOSPICE INC 3070 NORTH 51ST STREET STE 406 MILWAUKEE WI 53210 391559428 HOME HLTH WI 501(c)(3) 3 WFH-SE WI false WHEATON FRANCISCAN MEDICAL GROUP INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391791586 MED GROUP WI 501(c)(3) 3 WFH-SE WI false WHEATON FRANCISCAN -ELMBROOK FNDN 19333 WEST NORTH AVENUE BROOKFIELD WI 53045 392028808 FOUNDATION WI 501(c)(3) 11 - I WF INC false WHEATON FRANCISCAN LABORATORIES INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 391701402 LABORATORY WI 501(c)(3) 9 WFH-SE WI false WFH PHARMACY ENT AND FRAN WOODS INC 19525 WEST NORTH AVENUE BROOKFIELD WI 53005 391613624 PHARMACY WI 501(c)(3) 9 WFH-SE WI false WFH - ST FRANCIS INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 390907740 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WF - ST JOSEPH FOUNDATION INC 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 391636804 FOUNDATION WI 501(c)(3) 11 - I WF INC false WHEATON FRANCISCAN INC 5000 WEST CHAMBERS STREET MILWAUKEE WI 53210 390816857 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC 3237 SOUTH 16TH STREET MILWAUKEE WI 53215 320135258 FOUNDATION WI 501(c)(3) 11 - I WFH-SFH false ELMBROOK AUXILIARY 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 3200 SOUTH 20TH STREET MILWAUKEE WI 53215 391486775 NURSING HOME WI 501(c)(3) 9 WFH-SE WI false WFH - FRANKLIN INC 10101 SOUTH 27TH STREET FRANKLIN WI 53132 562592868 HOSPITAL WI 501(c)(3) 3 WFH-SE WI false WHEATON WAY CONDO OWNERS ASSCN INC 10101 SOUTH 27TH STREET FRANKLIN WI 53132 300659830 CONDO ASSCN WI N/A N/A WFH-FRKLN false METRO PHYSICIANS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 943436893 MED GROUP WI 501(c)(3) 3 WFMG false MARIANJOY INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363483589 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true MARIANJOY FOUNDATION INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 352165613 FOUNDATION IL 501(c)(3) 7 MJ HOSP false MARIANJOY REHAB CENTER AUXILIARY INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363896976 AUXILIARY IL 501(c)(3) 11 - I MJ HOSP false MARIANJOY REHAB HOSPITAL & CLINICS INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 362680776 REHAB HOSPITA IL 501(c)(3) 3 MARIANJOY false REHABILITATION MEDICINE CLINIC INC 26 W 171 ROOSEVELT RD WHEATON IL 60187 363236791 MEDICAL GRP IL 501(c)(3) 3 MARIANJOY false OSF SERVICES INC PO Box 667 WHEATON IL 601870667 391471463 HOLDING CO WI 501(c)(3) 11 - III-FI WFSI true CANTICLE MINISTRIES INC PO Box 667 WHEATON IL 601870667 364091836 HOUSING/ADVCY IL 501(c)(3) 7 OSF SVCS INC false FRANCISCAN SISTERS CHARITABLE FUND OF CO 2626 OSCEOLA STREET DENVER CO 80212 840733072 AUXILIARY CO 501(c)(3) 7 OSF SVCS INC false SET MINISTRY INC 2977 NORTH 50TH STREET MILWAUKEE WI 53210 391618277 SOCIAL WORK WI 501(c)(3) 9 OSF SVCS INC false ST CATHERINE'S HOSPITAL INC 9555 76TH STREET PLEASANT PRAIRIE WI 53158 390855075 HOSPITAL WI 501(c)(3) 3 OSF SVCS INC false UHS INC (1) 6308 EIGHTH AVENUE KENOSHA WI 53143 391956749 HOSPITAL WI 501(c)(3) 3 NONE false UPENDO VILLAGE NFP PO Box 667 WHEATON IL 601870667 331007368 HIV SUPPORT IL 501(c)(3) 9 OSF SVCS INC false WFH - IOWA INC 3421 WEST NINTH STREET WATERLOO IA 50702 421177001 HOLDING CO IA 501(c)(3) 11 - III-FI WFSI true COVENANT FOUNDATION INC 3421 WEST NINTH STREET WATERLOO IA 50702 421295784 FOUNDATION IA 501(c)(3) 9 COV MED CTR false COVENANT MEDICAL CENTER INC 3421 WEST NINTH STREET WATERLOO IA 50702 421264647 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false MERCY HOSPITAL OF FRANCISCAN SISTERS INC 3421 WEST NINTH STREET WATERLOO IA 50702 421178403 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false NE IOWA REAL ESTATE INVESTMENTS LTD 3421 WEST NINTH STREET WATERLOO IA 50702 421207432 HOLDING CO IA 501(c)(2) N/A WFH-IOWA false SARTORI HEALTH CARE FOUNDATION INC 3421 WEST NINTH STREET WATERLOO IA 50702 421240996 FOUNDATION IA 501(c)(3) 11 - I SARTORI HOSP false SARTORI MEMORIAL HOSPITAL INC 515 COLLEGE STREET CEDAR FALLS IA 50613 420758901 HOSPITAL IA 501(c)(3) 3 WFH-IOWA false FRANCISCAN MINISTRIES INC 26W171 ROOSEVELT ROAD WHEATON IL 601870667 363259684 HOLDING CO IL 501(c)(3) 11 - III-FI WFSI true ASSISI HOMES - BATAVIA APARTMENTS INC 1259 EAST WILSON STREET BATAVIA IL 60510 363914084 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES - COLONY PARK INC 550 EAST THORNHILL DRIVE CAROL STREAM IL 60188 364039278 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES - CONSTITUTION HOUSE INC 401 NORTH CONSTITUTION DRIVE AURORA IL 60506 364049150 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES - JEFFERSON COURT INC 415 EAST KNAPP STREET MILWAUKEE WI 53202 391771526 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES - KENOSHA INC 1860 27TH AVENUE KENOSHA WI 53140 391814815 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES - SAXONY INC 1876 22ND AVENUE KENOSHA WI 53140 391790498 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES OF GURNEE INC 3495 WEST GRAND AVENUE GURNEE IL 60031 363942336 HOUSING IL 501(c)(3) 9 FMI false ASSISI HOMES OF ILLINOIS INC 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 363803443 HOUSING IL 501(c)(3) 9 FMI false Assisi HOMES OF NEENAH INC 210 BYRD AVENUE NEENAH WI 54946 363767250 HOUSING WI 501(c)(3) 9 FMI false CANTICLE PLACE INC 26W171 ROOSEVELT ROAD WHEATON IL 601870667 363957850 HOUSING IL 501(c)(3) 9 FMI false CATHERINE MARIAN HOUSING INC 806 SOUTH WISCONSIN AVENUE RACINE WI 53403 391657098 HOUSING WI 501(c)(3) 9 FMI false CLARE GARDENS INC 2626 OSCEOLA STREET DENVER CO 80212 237200039 HOUSING CO 501(c)(3) 9 FMI false CLARE OF ASSISI HOMES-WESTMINSTER INC 2451 WEST 82ND PLACE WESTMINSTER CO 80031 742740978 HOUSING CO 501(c)(3) 9 FMI false DAYSPRING VILLA INC 3777 WEST 26TH AVENUE DENVER CO 80211 363933908 HOUSING CO 501(c)(3) 9 FMI false FRANCIS HEIGHTS INC 2626 OSCEOLA STREET DENVER CO 80212 840626174 HOUSING CO 501(c)(3) 9 FMI false FRANCISCAN MINISTRIES COMMUNITY FNDN INC 26W171 ROOSEVELT ROAD WHEATON IL 601870667 364456204 FOUNDATION IL 501(c)(3) 11 - I FMI false MARIAN HOUSING CENTER INC 4105 SPRING STREET RACINE WI 53405 391515867 HOUSING WI 501(c)(3) 9 FMI false MARIAN PARK INC 2126 WEST ROOSEVELT ROAD WHEATON IL 60187 362750105 HOUSING IL 501(c)(3) 9 FMI false RIDGEWAY PLACE INC 155 EAST RIDGEWAY AVENUE WATERLOO IA 50702 421416064 HOUSING IA 501(c)(3) 9 FMI false VILLA MARIA INC 2461 WEST 82ND PLACE WESTMINSTER CO 80031 841347868 HOUSING CO 501(c)(3) 9 FMI false VILLA ST CLARE INC 130 BYRD AVENUE NEENAH WI 54946 391769395 HOUSING WI 501(c)(3) 9 FMI false ASSISI HOMES LASALLE MANOR INC 26W171 ROOSEVELT ROAD WHEATON IL 601890795 800623447 HOUSING IL 501(c)(3) 9 FMI false WHEATON FRANCISCAN ENTERPRISES INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391985204 HOLDING CO WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN HOLDINGS INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391836357 HOLDING CO WI WFH-SE WI C CORP false WHEATON FRANCISCAN MED GRP-SUSSEX INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391361100 MED GROUP WI WF HOLDINGS INC C CORP false WHEATON FRANCISCAN PROVIDER NETWORK INC 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 391952140 PROVIDER CONTRACT WI WFH-SE WI C CORP false FMOB CONDOMINIUM ASSCN (2) 400 WEST RIVER WOODS PARKWAY GLENDALE WI 53212 341983857 CONDO MGMT WI FMOB LLC C CORP false WHEATON FRANCISCAN INSURANCE COMPANY 980691609 FINANCIAL UK WFSI 3980909 37916717 1.00000 true true true true true false false false false false false true true true true true true true false WFH-SE WI INC A(I) 11650000 LOAN SCH MARIANJOY INC A(I) 1394776 LOAN SCH MARIANJOY INC D 757406 LOAN SCH WFH SE-WI INC P 204886792 CORP ASSESS WFH-IOWA INC P 48283992 CORP ASSESS MARIANJOY INC P 10334647 CORP ASSESS FRANCISCAN MINISTRIES INC P 1183668 CORP ASSESS WHEATON FRANCISCAN INSURANCE COMPANY Q 3980909 FMV Schedule R (1) UHS, Inc. is listed without a direct controlling entity because of the two organizations with an interest, KHMC Community Board and OSF Services Inc, neither can appoint a majority of the board, and since KHMC is not an entity (it is a community board), neither body "controls". (2) Franklin Medical Office Building Condominium Association, Inc. is owned approximately 81% by Franklin Medical Office Building LLC, and since the LLC went from being 20% to 100% Wheaton owned effective 01/27/2015, is being added as a related organization.