ASCENSION WISCONSIN INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ASCENSION WISCONSIN INC (EIN 39-1834639)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-19
IRS object ID: 201641409349300239
Schema version: 2014v6.0
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 D
Schedule H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-19T16:00:23-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	555 E Wells St Suite 1400	AddressLine1Txt
City	Milwaukee	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391834639	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Columbia St Mary's Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	COLU	BusinessNameControlTxt
Phone	4143262230	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4425 North Port Washington Road	AddressLine1Txt
City	Glendale	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53212	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Timothy Waldoch	PersonNm
Person Title	Interim CFO	PersonTitleTxt
Signature	2016-05-19	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rachel J Becker	PreparerPersonNm
PTIN	P00966076	PTIN
Phone	4142713000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4425 North Port Washington Road	AddressLine1Txt
City	Glendale	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53212	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$168,425,433	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	columbia-stmarys.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	HEALTH CARE SYSTEM DEDICATED TO MAKING A POSITIVE DIFFERENCE IN INDIVIDUALS AND OUR COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	540	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$64,000	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$4,333	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$364,187	PYContributionsGrantsAmt
CY Contributions Grants	$154,090	CYContributionsGrantsAmt
PY Program Service Revenue	$141,309,835	PYProgramServiceRevenueAmt
CY Program Service Revenue	$160,826,536	CYProgramServiceRevenueAmt
PY Investment Income	$4,596,687	PYInvestmentIncomeAmt
CY Investment Income	$3,947,187	CYInvestmentIncomeAmt
PY Other Revenue	$4,937,485	PYOtherRevenueAmt
CY Other Revenue	$3,497,620	CYOtherRevenueAmt
PY Total Revenue	$151,208,194	PYTotalRevenueAmt
CY Total Revenue	$168,425,433	CYTotalRevenueAmt
PY Grants And Similar Paid	$428,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$539,910	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$18,951,026	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$41,764,640	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$87,298,238	PYOtherExpensesAmt
CY Other Expenses	$82,329,525	CYOtherExpensesAmt
PY Total Expenses	$106,677,264	PYTotalExpensesAmt
CY Total Expenses	$124,634,075	CYTotalExpensesAmt
PY Revenues Less Expenses	$44,530,930	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$43,791,358	CYRevenuesLessExpensesAmt
Total Assets BOY	$235,812,966	TotalAssetsBOYAmt
Total Assets EOY	$227,069,734	TotalAssetsEOYAmt
Total Liabilities BOY	$186,671,608	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$168,989,384	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$49,141,358	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$58,080,350	NetAssetsOrFundBalancesEOYAmt
Mission	COLUMBIA ST. MARY'S, INC. ("CSM") IS A HEALTH CARE PROVIDER FOUNDED IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS, WHICH IS SPONSORED BY ASCENSION HEALTH, A CATHOLIC NATIONAL HEALTH SYSTEM, AND COLUMBIA HEALTH SYSTEM, A NON-SECTARIAN COMMUNITY HEALTH SYSTEM. CSM EXISTS TO MAKE A POSITIVE DIFFERENCE IN THE HEALTH STATUS AND LIVES OF INDIVIDUALS AND OUR COMMUNITY, WITH SPECIAL CONCERN FOR THOSE WHO ARE VULNERABLE. CSM AND ITS AFFILIATES ARE COMMITTED TO PROVIDING HIGH-QUALITY, ACCESSIBLE, VALUES-DRIVEN PROGRAMS AND SERVICES WITH EQUAL ATTENTION TO THE PHYSICAL, SPIRITUAL, AND EMOTIONAL DIMENSIONS OF HEALTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$66,602,947	ExpenseAmt
Grant	$539,910	GrantAmt
Revenue	$164,272,618	RevenueAmt
Desc	CSM, INC EXISTS AS THE PARENT CORPORATION IN THE CSM SYSTEM, WHICH IS COMPRISED OF THREE HOSPITALS, (COLUMBIA ST. MARY'S HOSPITAL MILWAUKEE INC, COLUMBIA ST. MARY'S HOSPITAL OZAUKEE INC, AND SACRED HEART REHABILITATION INSTITUTE INC.), 61 COMMUNITY CLINICS, THE COLUMBIA COLLEGE OF NURSING, A PARTNERSHIP WITH THE ORTHOPEDIC HOSPITAL OF WISCONSIN, A PARTNERSHIP WITH THE SLEEP WELLNESS INSTITUTE, AND FIVE URGENT CARE CENTERS. DURING FISCAL 2015, CSM'S HEALTH SYSTEM (SACRED HEART REHABILITATION, COLUMBIA ST. MARY'S MILWAUKEE, COLUMBIA ST. MARY'S OZAUKEE) PROVIDED CARE TO 140,215 PATIENTS. THE ESTIMATED UNREIMBURSED COST OF SERVICES PROVIDED TO THE ELDERLY, UNINSURED AND UNDERINSURED TOTALED $153,589,389. REFER TO THE COMMUNITY BENEFIT INFORMATION IN SCHEDULE H FOR DISCUSSION OF HOW CSM MAKES A POSITIVE DIFFERENCE IN THE HEALTH STATUS OF ITS COMMUNITY, FOCUSING ON THOSE WHO ARE VULNERABLE.	Desc
Total Program Service Expenses	$66,602,947	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	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
IRP Document	107	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	540	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	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	false	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	4143262230	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4425 N Port Washington Rd Ste 301	AddressLine1Txt
City	Glendale	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53212	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
TRAVIS ANDERSEN
CSM PRESIDENT/CEO (Start Date 8/4/14)	1.00	61.00	Yes (X)	Yes (X)	$300,693	$0	$7,878
TINA CHANG
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
PATRICIA J DOLHUN MD
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
KEVIN GONIU MD
BOARD MEMBER /CSM PHYSICIAN	0.20	40.80	Yes (X)		$0	$510,213	$43,418
MICHAEL GREBE
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
GEORGE H HOFF
CHAIR	0.20	0.80	Yes (X)		$0	$0	$0
ROBERT LYON MD
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
R BRUCE MCDONALD
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
CHRISTINE NUERNBERG
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
RANDALL PERRY
SECRETARY/TREASURER	0.20	0.80	Yes (X)		$0	$0	$0
STEPHEN ROBBINS MD
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
SISTER THERESA SULLIVAN DC
BOARD MEMBER	0.20	0.80	Yes (X)		$0	$0	$0
ROBERT J VENABLE
VICE CHAIR	0.20	0.80	Yes (X)		$0	$0	$0
RHONDA ANDERSON
CSM PRESIDENT/CFO (End Date 10/11/14)	1.00	49.00		Yes (X)	$607,445	$127,497	$42,333
TIMOTHY WALDOCH
INTERIM CFO	5.00	46.00		Yes (X)	$213,345	$0	$37,363
CHERYL HILL
VP HUMAN RESOURCES (End 8/26/14)	5.00	48.00			$308,377	$0	$19,917	Yes (X)
GERRI LIETZ-STAFFILENO
VP HOSP OPERATIONS	5.00	45.30			$378,557	$0	$29,218	Yes (X)
BRUCE MCCARTHY
PRESIDENT PHYSICIAN DIVISION	5.00	45.00			$1,034,205	$0	$45,369	Yes (X)
SUZANNE SANICOLA
VP CSM COMM PHYSICIANS	5.00	45.00			$313,443	$0	$32,866	Yes (X)
ALLAN SPOONER
PRESIDENT HOSPITAL DIVISION	5.00	45.00			$680,455	$0	$27,407	Yes (X)
KEVIN KLUESNER
VP CLINICAL SERVICES	40.00	0.00			$238,771	$0	$36,360	Yes (X)
WILLIAM HART
VP/COO	5.00	45.00			$451,606	$0	$13,625	Yes (X)
CLARISSA COX
VP QUALITY & CLINICAL INTEGRATION	40.00	0.00			$269,288	$0	$10,694		Yes (X)
MICHAEL SANDERL
VP MISSION INTEGRATION & ADVOC	40.00	0.00			$295,372	$0	$28,897		Yes (X)
JEFFREY SQUIER
PAYOR RELATIONS & STRATEGY OFFICER	40.00	0.00			$250,627	$0	$34,453		Yes (X)
JOY TAPPER
EXECUTIVE DIRECTOR MHCP	40.00	0.00			$250,992	$0	$3,359		Yes (X)
JEAN VOIGHT
CHIEF FIN ADVSR-PHYSICIAN DEV	40.00	0.00			$221,415	$0	$32,671		Yes (X)
MARK TAYLOR
Former PRESIDENT / CEO (END 6/30/14)	0.00	0.00			$1,332,208	$0	$14,876			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,146,799	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$637,710	TotReportableCompRltdOrgAmt
Total Other Compensation	$460,704	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	15	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Accretive Health
401 N Michigan Ave	Suite 2700	Chicago	IL	60611	Revenue Cycle Management	$44,022,964
Hall Render Killian Heath & Lyman
111 E Kilbourn Ave	Suite 1300	Milwaukee	WI	53202	Legal Services	$1,893,746
Accenture LLP
111 E Kilbourn Ave	Suite 1200	Milwaukee	WI	53202	Consulting	$1,836,552
Integrated Health Network of Wisconsin
19601 W Bluemound Rd	Suite 200	Brookfield	WI	53045	Membership fee to be included in the ACO	$1,478,919
Medspeed LLC
11260 W Lincoln Ave		West Allis	WI	53227	Courier Services	$911,116

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	24	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Related Organizations	$151,590	RelatedOrganizationsAmt
All Other Contributions	$2,500	AllOtherContributionsAmt
Total Contributions	$154,090	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Service Fee	541610	$146,653,581	$146,653,581
Joint Venture Income	622110	$13,511,040	$13,511,040
Medical Staff Dues	561499	$187,900	$187,900
Program revenue		$107,133	$107,133
Management Fee Income	541610	$64,000		$64,000

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$302,882	TotalRevenueColumnAmt
Related Or Exempt Func Income	$302,882	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$160,826,536	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,934,725	TotalRevenueColumnAmt
Exclusion	$3,934,725	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$59,825	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$59,825	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$59,825	TotalRevenueColumnAmt
Related Or Exempt Func Income	$59,825	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$12,462	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$12,462	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,462	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,462	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Other Operating Revenue	Desc
Business	561499	BusinessCd
Total Revenue Column	$3,437,795	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,437,795	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Field	Value	IRS element (for citing)
Other Revenue Total	$3,437,795	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$168,425,433	TotalRevenueColumnAmt
Related Or Exempt Func Income	$164,272,618	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$64,000	UnrelatedBusinessRevenueAmt
Exclusion	$3,934,725	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$539,910	TotalAmt
Program Services	$539,910	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,941,591	TotalAmt
Management And General	$3,941,591	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$21,916,744	TotalAmt
Program Services	$9,835,377	ProgramServicesAmt
Management And General	$12,081,367	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$15,906,305	TotalAmt
Program Services	$784,543	ProgramServicesAmt
Management And General	$15,121,762	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$62,697	TotalAmt
Program Services	$62,697	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$599,249	TotalAmt
Management And General	$599,249	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$418,111	TotalAmt
Program Services	$97,022	ProgramServicesAmt
Management And General	$321,089	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,360,775	TotalAmt
Program Services	$632,853	ProgramServicesAmt
Management And General	$1,727,922	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,424,164	TotalAmt
Program Services	$191,267	ProgramServicesAmt
Management And General	$4,232,897	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$200,465	TotalAmt
Program Services	$28,852	ProgramServicesAmt
Management And General	$171,613	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,325,512	TotalAmt
Program Services	$1,325,512	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,572,392	TotalAmt
Program Services	$3,967,798	ProgramServicesAmt
Management And General	$604,594	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$188,713	TotalAmt
Program Services	$46,326	ProgramServicesAmt
Management And General	$142,387	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$119,687	TotalAmt
Program Services	$71,439	ProgramServicesAmt
Management And General	$48,248	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,871,931	TotalAmt
Management And General	$9,871,931	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,770,686	TotalAmt
Program Services	$6,507,785	ProgramServicesAmt
Management And General	$262,901	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Repairs & Maintenance	$408,738	$322,300	$86,438
Purchased Services	$45,613,321	$40,347,432	$5,265,889
Patient Care Supplies	$551,082	$205,760	$345,322
Minor Equipment	$326,280	$287,653	$38,627

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,515,722	TotalAmt
Program Services	$1,348,421	ProgramServicesAmt
Management And General	$3,167,301	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$124,634,075	TotalAmt
Program Services	$66,602,947	ProgramServicesAmt
Management And General	$58,031,128	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,097,433	BOYAmt
EOY	$3,116,320	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$17,388,157	BOYAmt
EOY	$20,623,073	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,008,698	BOYAmt
EOY	$11,683,995	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$52,151	BOYAmt
EOY	$52,151	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,793,220	BOYAmt
EOY	$2,973,633	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$38,296,018	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$30,573,556	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,035,796	BOYAmt
EOY	$7,722,462	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$42,873,188	BOYAmt
EOY	$43,528,626	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$31,296,567	BOYAmt
EOY	$30,254,997	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$124,267,756	BOYAmt
EOY	$107,114,477	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$235,812,966	BOYAmt
EOY	$227,069,734	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,789,287	BOYAmt
EOY	$12,831,802	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
EOY	$157,438,200	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$174,882,321	BOYAmt
EOY	-$1,280,618	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$186,671,608	BOYAmt
EOY	$168,989,384	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,044,715	BOYAmt
EOY	$39,375,674	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,969,046	BOYAmt
EOY	$13,577,079	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,127,597	BOYAmt
EOY	$5,127,597	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$49,141,358	BOYAmt
EOY	$58,080,350	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$235,812,966	BOYAmt
EOY	$227,069,734	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$43,791,358	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$0	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$34,852,366	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type2	Yes (X)	SupportingOrgType2Ind
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	4	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC
390806315	3	Yes (true)	$0	$0
COLUMBIA ST MARY'S HOSPITAL OZAUKEE INC
390807063	3	Yes (true)	$0	$0
SACRED HEART REHABILITATION INSTITUTE INC
390902199	3	Yes (true)	$0	$0
COLUMBIA COLLEGE OF NURSING INC
391596986	2	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	4	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	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	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	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

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	Yes (true)	MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part I, Line 11 SCH A, PART I, LINE 11	FormAndLineReferenceDesc
Explanation	COLUMBIA ST. MARY'S INC. SUPPORTS THE PROVISION OF HEALTHCARE SERVICES AT THE CORPORATIONS TO WHICH IT IS A MEMBER BY THE PROVISION OF CENTRALIZED ADMINISTRATIVE SUPPORT, INCLUDING BILLING AND COLLECTIONS, IT, MANAGED CARE CONTRACTING, FINANCIAL SERVICES, BUSINESS DEVELOPMENT, MEDICAL LIBRARY, CME, PROPERTY MANAGEMENT, ADMINISTRATIVE COSTS FOR CLINICAL INSTITUTES (INCLUDING ONCOLOGY, CARDIOLOGY, BARIATRICS, PEDIATRICS, STROKE AND NEUROSCIENCES), RESEARCH (INCLUDING ONCOLOGY, NEUROSCIENCES AND GENERAL RESEARCH), MARKETING, LOGISTICS, EXTERNAL AFFAIRS, PUBLIC RELATIONS, AND CONSTRUCTION. COSTS OF CERTAIN OF THESE DEPARTMENTS ARE CHARGED TO THE MEMBERS THROUGH A MANAGEMENT FEE. TRANSACTIONS WITH EACH MEMBER ARE DELINEATED ON SCHEDULE R.	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 D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$764,011	OtherCostOrOtherBasisAmt
Book Value	$764,011	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,468,714	OtherCostOrOtherBasisAmt
Depreciation	$13,010,616	DepreciationAmt
Book Value	$1,458,098	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$479,900	OtherCostOrOtherBasisAmt
Depreciation	$418,599	DepreciationAmt
Book Value	$61,301	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,121,314	OtherCostOrOtherBasisAmt
Depreciation	$16,765,516	DepreciationAmt
Book Value	$2,355,798	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,462,079	OtherCostOrOtherBasisAmt
Depreciation	$378,825	DepreciationAmt
Book Value	$3,083,254	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,722,462	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Investment in Unconsolidated Entities	$24,823,950	C
Investments in CSM Foundation - Perm Rest	$5,127,597	C
Investments in CSM Foundation - Temp Rest	$13,577,079	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$43,528,626	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
Deferred Compensation	$236,315
Pension Prefunding	$39,881,702
Interest in Investments held by Ascension Health Alliance	$62,985,228
A/R Intercomp between HMS	$4,011,232

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$107,114,477	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
A/P Intercompany between HMS	-$13,647,089
Accrued Pension	$6,415,842
Deferred Compensation	$1,711,683
Misc Noncurrent Liabilities	$2,190,442
Misc Current Liabilities	$2,048,504

Field	Value	IRS element (for citing)
Total Liability	-$1,280,618	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ASCENSION HEALTH ALLIANCE AND ITS MEMBER ORGANIZATION ("THE SYSTEM") WHICH INCLUDE THE ACTIVITY OF COLUMBIA ST. MARY'S INC.: THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX PROVISIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2015.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$57,500	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$57,500	NetCommunityBenefitExpnsAmt
Total Expense	0.0003	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,565,289	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$588,116	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,977,173	NetCommunityBenefitExpnsAmt
Total Expense	0.0190	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$4,622,789	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$588,116	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,034,673	NetCommunityBenefitExpnsAmt
Total Expense	0.0193	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$4,622,789	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$588,116	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,034,673	NetCommunityBenefitExpnsAmt
Total Expense	0.0193	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

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

Economic Development EconomicDevelopmentGrp

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

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$34,775	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$34,775	NetCommunityBenefitExpnsAmt
Total Expense	0.0002	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

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

Leadership Development LeadershipDevelopmentGrp

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

Coalition Building CoalitionBuildingGrp

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

Health Improvement Advocacy HealthImprovementAdvocacyGrp

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

Workforce Development WorkforceDevelopmentGrp

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

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

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

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$34,775	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$34,775	NetCommunityBenefitExpnsAmt
Total Expense	0.0002	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$161,901	BadDebtExpenseAmt
Bad Debt Expense Attributable	$6,305	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$5,813,787	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$14,881,052	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$9,067,265	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

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

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

Field	Value	IRS element (for citing)
Business Name Line1	ORTHOPAEDIC HOSPITAL OF WISCONSIN LLC	BusinessNameLine1Txt

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

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

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ORTHOPAEDIC HOSPITAL OF WISCONSIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Website Address	WWW.OHOW.COM	WebsiteAddressTxt
State License	1006	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
Other	Specialty Orthopedic Hospital	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	ORTHOPAEDIC HOSPITAL OF WISCONSIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Information Gaps	Yes (X)	InformationGapsInd
CHNA Conducted	12	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	http://www.ohow.com/	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	http://www.columbia-stmarys.org/doc/Page.asp?PageID=DOC100356	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	12	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	http://www.columbia-stmarys.org/doc/Page.asp?PageID=DOC100626	StrategyWebsiteURLTxt
Strategy Attached	false	StrategyAttachedInd
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	2.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	3.0	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	http://www.columbia-stmarys.org/oth/Page.asp?PageID=OTH000946	FAPAvailableOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
FAP Notice Displayed	Yes (X)	FAPNoticeDisplayedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Other Method Used	Yes (X)	OtherMethodUsedInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - ORTHOPAEDIC HOSPITAL OF WISCONSIN. The hospital facility took into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge or expertise in public health. The collaboration included participation by the Milwaukee County Health Department and representatives from health departments in Milwaukee County. The CHNA team developed a multi-level assessment process. The first level consisted of a survey of county residents regarding their health status, health access and the perception of community needs. Working together, survey questions were developed and approved. A consultant was contracted to perform the survey using techniques that the consultant had used in similar surveys over ten years. The survey was conducted over the telephone to cell phone owners and "land line" telephone owners. More than 1,900 people were interviewed. The second level of data gathering was performed by the Center for Urban Population Health (CUPH) as secondary data gathering about community needs based on public health and other publicly available information. The third level of data was gathered through a key stakeholder interview process. The MHCP members had agreed upon those diverse people who represented key aspects of the community. A survey tool was developed by the group and interviews were scheduled by MHCP members and by public health students working with the City of Milwaukee Health Department. In all, 35 individual interviews and five group interviews were conducted by team members.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - ORTHOPAEDIC HOSPITAL OF WISCONSIN. The other hospital facilities with which the reporting hospital facility conducted its CHNA, include Aurora Health Care, Children's Hospital of Wisconsin, Froedtert Health and Wheaton Franciscan Healthcare. These five hospital systems have developed the Milwaukee Health Care Partnership (MHCP) to collaborate efforts to improve understanding of health care needs in Milwaukee and to improve access to health care.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - Columbia St. Mary's Inc.. The CHNA was conducted with Center for Urban Population Health
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - Orthopaedic Hospital of Wisconsin, LLC. The Milwaukee CHNA identified seven key issues: Infant Mortality, Children's Dental Needs, Breast Cancer, Access to Care in general, Access to Care regarding medical specialists and Inappropriate Use of Emergency Departments. Given the specialty nature of OHOW, many of the identified community needs had no relevance to OHOW resources. A primary area of focus in the Milwaukee CHNA, however, was access to specialist care and OHOW does have resources to apply in this area. As part of its community benefit plan, OHOW has focused on increasing the value of government shortfall through Medical Assistance and BadgerCare, and Supports Granville interfaith, a community free clinic, through coordinated volunteer support on a periodic basis. In addition, OHOW and CSM are collaborating in Orthopedic coverage through the Specialty Access for Uninsured Program (SAUP) pilot program of the Milwaukee Health Care Partnership, with St. Ben's Clinic and Sixteenth Street Community Health Center as CSM's referring clinic.
Schedule H, Part V, Section B, Line 22 Facility , 1	Facility , 1 - ORTHOPAEDIC HOSPITAL OF WISCONSIN. All patients eligible for financial assistance receive a minimum discount of 44% off gross charges for services provided to them.

Field	Value	IRS element (for citing)
Facility	0	FacilityNum

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part VI, Line 7 Community Benefit Report	CSM does not file a community benefit report since it does not have any patient care revenue. However, CSM's three hospital organizations, Columbia St. Mary's Hospital, Milwaukee, Inc., Columbia St. Mary's Hospital Ozaukee, Inc. and Sacred Heart Rehabilitation Institute, Inc. each file community benefit reports with the Wisconsin Hospital Association.
Schedule H, Part I, Line 7g Subsidized Health Services	The organization has not included costs attributable to a physician clinic as part of subsidized health services.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. For certain categories in the table, this was a cost accounting system; in other categories, a specific cost-to-change ration was applied.
Schedule H, Part II Community Building Activities	During 2014, OHOW made a number of contributions to organizations that encourage youth fitness and overall health education. Beginning in 2014, OHOW also sponsored and organized a 5K Run/2 Mile walk to benefit the Glendale Police Department. Further, in order to accomplish the collaborative work in the community and to oversee access clinics and outreach programs, CSM has a Community Services Department which oversees the CSM Community Benefit Process. CSM, Inc. participates in Community Building activities through programs such as INROADS, which is an opportunity for culturally diverse college students to serve an internship over summer break to familiarize themselves with the challenges and opportunities in health care and gain real world experience. INROADS is reflected in the Community Building section of the report. CSM is a founding member of the Milwaukee Health Care Partnership (MHCP), which is a collaboration between the five Milwaukee health systems and Federally Qualified Health Centers to improve access to health care in the community. The partnership has worked with County health officials to improve behavioral access and Partnership funding supports mental health respite beds in the community. CSM's CEO and VP of Mission Services each spend significant time in MHCP collaborative work. Access to health education and screening in many areas of the city is best accomplished through church collaboration. CSM employs nurses to work in collaboration with churches and community organizations to offer health education, health screening, and care management support to parishioners and community members in a variety of outreach programs affiliated with churches. CSM developed the beginning stages of a collaboration with 44 Church of God in Christ churches in Milwaukee to accomplish better health awareness and improve screening rates.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	Bad debt is calculated from the audited financial statements using an average cost to charge ration. The same ratio is used to calculate all of the expenses at cost within Schedule H.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	OHOW and CSM have a very robust financial assistance program; however, when comparing OHOW's percentage of charity care to its total expenses against the poverty levels in the greater Milwaukee community that OHOW serves, OHOW and CSM estimates that approximately 2% of its total bad debt expense relates to patients who might otherwise qualify for financial assistance under its policies but choose not to apply.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	OHOW, which files financial statements separate from CSM, includes the following footnote related to accounts receivables: "The majority of the Hospital's accounts receivables are due from third party payors under reimbursement agreements and from patients for services provided. Accounts receivable are due upon receipt of invoice. Receivables are stated net of any allowance for contractual discounts and uncollectible accounts by considering the number of days past due, collection history, and the general economy and industry as a whole. Contractual adjustments are based on expected payment rates in accordance with third-party payor agreements. The Hospital writes off accounts receivable when they are determined to be uncollectible. Payments subsequently received are credited to the allowance for doubtful accounts."
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	OHOW follows the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	OHOW has a written debt collection policy that also includes a provision on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance. If a patient qualifies for charity or financial assistance certain collection practices do not apply.
Schedule H, Part V, Section B, Line 16a FAP website	- ORTHOPAEDIC HOSPITAL OF WISCONSIN: Line 16a URL: http://www.columbia-stmarys.org/oth/Page.asp?PageID=OTH000946;
Schedule H, Part VI, Line 2 Needs assessment	Columbia St. Mary's, Inc. serves the Milwaukee and Ozaukee communities through a Community Benefit Process overseen by the Milwaukee Community Benefit Committee and the Ozaukee Community Benefit Committee. The process of understanding community needs through a Community Health Needs Assessment and interpreted through the work of Community Benefit Committees to lead to a Community Benefit Plan for Milwaukee and Ozaukee communities is consistent across the organization. Although the Community Benefit Plan occurs primarily in the Milwaukee, Ozaukee and Sacred Heart Rehabilitation Institute settings, the work is also supported by departments behind the scenes across CSM, including accounting, human resources, purchasing, legal counsel and other administrative functions. Programs such as the Orthopaedic Hospital of Wisconsin have also contributed to support of Community Benefit programming. Community Benefit Committees at CSM have consistent roles to support the Community Benefit functions. The roles include the following: - Develop Community Health Needs Assessment (CHNA) to determine community needs - Review CHNA and create Community Benefit Plan to address needs - Incorporate Community Benefit Plan goals in the CSM Integrated Strategic, Operational and Financial Plan (ISOFP) for Board level approval and submission to Ascension Health System - Develop a strategy to measure and increase the impact of Community Benefit Plan elements The Community Health Needs Assessments are specific to the demographics and health issues to the community. The Needs Assessments completed in FY13 involved the gathering of secondary information about the communities from varied public sources including state data, and county data. The most remarkable needs for the service were addressed through Community Benefit Plans for each community.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	CSM attempts to identify patients who may be eligible for charity or discounted care as outlined in the charity care policy during the pre-registration, registration, admissions and discharge processes. A copy of the charity care policy is posted in the emergency room, and a summary of the policy is provided to patients with admission and discharge paperwork. CSM has trained financial counselors available to discuss payment options to the patients. Upon making an appointment, the financial counselors will meet with the patient to determine what other financial assistance programs the patient may qualify for.
Schedule H, Part VI, Line 4 Community information	CSM primarily serves the Milwaukee and Ozaukee counties in southeastern Wisconsin. OHOW is located in an urban community within Milwaukee County. The population of Milwaukee County is approximately 953,000, with over 20% of the households living at or below federal poverty guidelines. The median income is approximately $43,000, over 46% of the population is a minority, and approximately 16% of the population speak a language other than English. Discounts for the uninsured and underinsured are not included in Parts I or II of Schedule H.
Schedule H, Part VI, Line 5 Promotion of community health	A hallmark of CSM, Inc. is the ability to proactively meet health needs through preventive programs and programs to allow access to primary and specialty care. The programs are most often delivered through partnership with other non-profit organizations in health and social services. Each hospital has access improvement programs including: St. Ben's Clinic for the Homeless, Seton Dental Clinic, Community Chronic Disease Management Clinic, Huiras Family Community Health Center, El Centro de Salude Clinic sponsored by the Columbia College of Nursing, the CSM OB/Clinic and the CSM Family Health Center. A particularly strong partner in these activities has been the Medical College of Wisconsin in sponsorship of programs: - The Family Health Center, a residency-based Family Medicine clinic that provides primary care to more than 9,000 individuals in the community. - The OB/GYN Clinic, a residency-based program that serves over 150 patients, 250 OB appointments per month, and 325 deliveries per year. - The Chronic Disease Management Clinic, which screens and manages hypertension, diabetes, obesity, and smoking for low income adults through a clinic based in a food pantry. In turn, CSM across the hospital settings hosts residents for their training growth and development. All of these services are reported as part of the Community Benefit expenses in Section H of the appropriate hospital report.
Schedule H, Part VI, Line 6 Affiliated health care system	The CSM health system focuses on contributing to the positive health status of the communities it serves. CSM is an organization comprised of three hospitals, 61 community clinics, The Columbia College of Nursing, a partnership with the Orthopaedic Hospital of Wisconsin, a partnership with Sleep Services of Wisconsin, and four Urgent Care Centers. CSM provides care for individuals and families throughout Milwaukee, Ozaukee, Washington, and Sheboygan counties - with more than 160 years of service to individuals and families in these communities. OHOW itself is a specialty hospital which performs more than 5,000 surgical procedures each year and offers the complete range of orthopaedic services, including joint replacements and spine procedures, rehabilitation, diagnostic testing and pain management services. As a member of Ascension Health, the nation's largest Catholic healthcare system, CSM continues to build and strengthen sustainable collaborative efforts that benefit the health of individuals, families, and society as a whole. The goal of CSM is to perpetuate the health mission of the church. CSM furthers this goal through delivery of patient services, care to the elderly and indigent, patient education and health awareness programs for the community, and medical research. Our concern for all human life and dignity of each person leads the organization to provide medical services to all people in the community without regard to the patient's race, creed, national origin, economic status, or ability to pay. CSM employs a Community Benefit Philosophy in program planning and implementation. CSM provides for the health of the community through financial support provided to patients by financial discounts and contracts, by developing clinics and services for specific vulnerable groups, by sponsoring community education and training and by collaborating with government programs. During fiscal 2015, the CSM system provided $61,669,246 in unreimbursed services, including $6,718,041 in traditional charity care, $6,185,433 in discounts to the uninsured, $13,866,992 in community benefit programs, and $34,898,780 in other unpaid public programs, including subsidized health care, professional education, financial contributions and community building activities. In addition, the organization's governing body is comprised of local community leaders and physicians, the majority of whom reside within the communities CSM serves and are neither employees nor contractors of the organization, nor family members thereof. The hospital extends medical staff privileges to all qualified physicians in its community; however, the clinics within the organization are served by physicians affiliated with CSM.

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	Purpose Of GrantPurposeOfGrantTxt
United Way of Greater Milwaukee
225 W Vine Street	Milwaukee	WI	53212	390806190	501(c)(3)	$400,000	Federally Qualified Health Centers Funding
Concordia University
12800 N Lake Shore Drive	Mequon	WI	53097	390833608	501(c)(3)	$50,000	For School of Pharmacy
Public Policy Forum Inc Researching
633 W Wisconsin Avenue	Milwaukee	WI	53203	390210400	501(c)(3)	$10,000	Public Policy Forum Research Contribution

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds	CONTRIBUTIONS TO GOVERNMENTS AND ORGANIZATIONS IN THE UNITED STATES ARE APPROVED BY THE BOARD OF DIRECTORS AND/OR THE PRESIDENT & CEO. ALL RECORDS OF OUTGOING CONTRIBUTIONS ARE RETAINED FOR A PERIOD OF 10 YEARS, PLUS THE CURRENT FISCAL YEAR, AND CAN BE LOCATED AT THE OFFICE CENTER AT 4425 NORTH PORT WASHINGTON RD, GLENDALE, WI 53212.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	CONTRIBUTIONS TO GOVERNMENTS AND ORGANIZATIONS IN THE UNITED STATES ARE APPROVED BY THE BOARD OF DIRECTORS AND/OR THE PRESIDENT & CEO. ALL RECORDS OF OUTGOING CONTRIBUTIONS ARE RETAINED FOR A PERIOD OF 10 YEARS, PLUS THE CURRENT FISCAL YEAR, AND CAN BE LOCATED AT THE OFFICE CENTER AT 4425 NORTH PORT WASHINGTON RD, GLENDALE, WI 53212.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	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
TRAVIS ANDERSEN
CSM PRESIDENT/CEO (Start Date 8/4/14)	$224,785	$0	$75,000	$0	$908	$0	$0	$0	$7,878	$0	$308,571	$0	$0	$0
KEVIN GONIU MD
BOARD MEMBER /CSM PHYSICIAN	$0	$388,456	$0	$0	$0	$121,757	$0	$7,800	$0	$35,618	$0	$553,631	$0	$0
MARK TAYLOR
Former PRESIDENT / CEO (END 6/30/14)	$347,993	$0	$934,720	$0	$49,495	$0	$7,800	$0	$7,076	$0	$1,347,084	$0	$0	$0
RHONDA ANDERSON
CSM PRESIDENT/CFO (End Date 10/11/14)	$329,663	$114,936	$217,783	$0	$59,999	$12,561	$7,800	$25,667	$7,113	$1,753	$622,358	$154,917	$0	$0
TIMOTHY WALDOCH
INTERIM CFO	$194,618	$0	$18,446	$0	$281	$0	$6,337	$0	$31,026	$0	$250,708	$0	$0	$0
CHERYL HILL
VP HUMAN RESOURCES (End 8/26/14)	$186,822	$0	$105,600	$0	$15,955	$0	$5,742	$0	$14,175	$0	$328,294	$0	$0	$0
GERRI LIETZ-STAFFILENO
VP HOSP OPERATIONS	$230,943	$0	$123,237	$0	$24,377	$0	$7,501	$0	$21,717	$0	$407,775	$0	$0	$0
BRUCE MCCARTHY
PRESIDENT PHYSICIAN DIVISION	$698,420	$0	$306,588	$0	$29,197	$0	$7,800	$0	$37,569	$0	$1,079,574	$0	$0	$0
SUZANNE SANICOLA
VP CSM COMM PHYSICIANS	$187,055	$0	$106,686	$0	$19,702	$0	$6,558	$0	$26,308	$0	$346,309	$0	$0	$0
ALLAN SPOONER
PRESIDENT HOSPITAL DIVISION	$478,474	$0	$180,971	$0	$21,010	$0	$7,800	$0	$19,607	$0	$707,862	$0	$0	$0
KEVIN KLUESNER
VP CLINICAL SERVICES	$215,606	$0	$18,779	$0	$4,386	$0	$7,313	$0	$29,047	$0	$275,131	$0	$0	$0
WILLIAM HART
VP/COO	$297,519	$0	$150,910	$0	$3,177	$0	$7,800	$0	$5,825	$0	$465,231	$0	$0	$0
CLARISSA COX
VP QUALITY & CLINICAL INTEGRATION	$191,778	$0	$73,944	$0	$3,566	$0	$6,268	$0	$4,426	$0	$279,982	$0	$0	$0
MICHAEL SANDERL
VP MISSION INTEGRATION & ADVOC	$188,537	$0	$103,656	$0	$3,179	$0	$5,974	$0	$22,923	$0	$324,269	$0	$0	$0
JEFFREY SQUIER
PAYOR RELATIONS & STRATEGY OFFICER	$221,074	$0	$29,231	$0	$322	$0	$6,847	$0	$27,606	$0	$285,080	$0	$0	$0
JOY TAPPER
EXECUTIVE DIRECTOR MHCP	$249,007	$0	$0	$0	$1,985	$0	$0	$0	$3,359	$0	$254,351	$0	$0	$0
JEAN VOIGHT
CHIEF FIN ADVSR-PHYSICIAN DEV	$195,009	$0	$25,984	$0	$422	$0	$6,866	$0	$25,805	$0	$254,086	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	PAYMENTS WERE MADE TO NEW PRESIDENT HOSPITAL DIVISION TO ASSIST WITH MOVING EXPENSES AND THE SALE OF HIS HOME IN CALENDAR YEAR 2013.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	ASCENSION HEALTH, A RELATED ORGANIZATION OF COLUMBIA ST. MARY'S, INC. USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment	SEVERANCE PAYMENTS: DEBORAH FRIBERT: $232,993 CONSTANCE J. BRADLEY: $118,575 DAVID H. SHAPIRO, MD: $156,925
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. THE ORGANIZATION THAT PAID THE SALARIES OF THE INDIVIDUALS LISTED IN SCHEDULE H, PART II PAID OUT OF THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNTS AS NOTED: MARK R. TAYLOR: $107,104 GERRI G. LIETZ-STAFFILENO: $5,366 CHERY L. HILL: $6,093 CONSTANCE J. BRADLEY: $2,391 DAVID H. SHAPIRO, MD: $3,623
Schedule J, Part I, Line 7 Non-fixed payments	BOARD MEMBERS, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WHO ARE EMPLOYED BY THE CSM ORGANIZATIONS AND ARE MEDICAL DOCTORS ARE ELIGIBLE TO RECEIVE A PERCENTAGE OF THE REVENUE GENERATED FROM PATIENTS THEY SERVED, BASED ON ESTABLISHED GUIDELINES. OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A MANAGEMENT INCENTIVE PLACE, WHEREBY CERTAIN FINANCIAL TRIGGERS OF THE CSM SYSTEM AS APPROVED BY THE BOARD MUST BE MET BEFORE ANY ELIGIBLE EMPLOYEE MAY RECEIVE PAYMENT OF THE INCENTIVE. ONCE THE TRIGGER IS MET, THE INCENTIVE IS MEASURED BASED ON VARIOUS ESTABLISHED GOALS, INCLUDING OPERATING MARGIN, PATIENT SATISFACTION, QUALITY AND PRODUCTIVITY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	MANY OF THE PERSONS LISTED IN PART VII, SECTION A HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTURE OF EMPLOYMENT FOR COLUMBIA ST. MARY'S INC. RELATED ENTITIES. -
Form 990, Part VI, Line 6 Classes of members or stockholders	CSM HAS TWO CORPORATE MEMBERS: ASCENSION HEALTH AND COLUMBIA HEALTH SYSTEM.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	ONE OF CSM'S CORPORATE MEMBERS, ASCENSION HEALTH, HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF CSM.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	ASCENSION HEALTH HAS DESIGNED A SYSTEM AUTHORITY MATRIX WHICH ASSIGNS AUTHORITY FOR KEY DECISIONS THAT ARE NECESSARY IN THE OPERATION OF THE SYSTEM. SPECIFIC AREAS THAT ARE IDENTIFIED IN THE AUTHORITY MATRIX ARE: NEW ORGANIZATIONS & MAJOR TRANSACTIONS; GOVERNING DOCUMENTS; APPOINTMENTS/REMOVALS; EVALUATION; DEBT LIMITS; STRATEGIC & FINANCIAL PLANS; ASSETS; SYSTEM POLICIES & PROCEDURES. THESE AREAS ARE SUBJECT TO CERTAIN LEVELS OF APPROVAL BY ASCENSION PER THE SYSTEM AUTHORITY MATRIX. COLUMBIA HEALTH SYSTEM HAS THE AUTHORITY TO APPROVE ANY CHANGES TO THE GOVERNING DOCUMENTS WHICH WOULD AFFECT ITS INTEREST OR RIGHTS IN CSM, THE MISSION AND VISION STATEMENTS OF CSM, AND ANY MAJOR CORPORATE STRUCTURAL TRANSACTIONS OF CSM
Form 990, Part VI, Line 11b Review of form 990 by governing body	MANAGEMENT, INCLUDING CERTAIN OFFICERS, WORKS DILIGENTLY TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES IN A THOROUGH MANNER. MANAGEMENT PRESENTS THE FORM TO THE BOARD, OR A DESIGNATED COMMITTEE, TO REVIEW AND ANSWER ANY QUESTIONS. PRIOR TO FILING THE RETURN, ALL BOARD MEMBERS ARE PROVIDED THE FORM 990 AND MANAGEMENT TEAM MEMBERS ARE AVAILABLE TO ANSWER ANY BOARD MEMBERS QUESTIONS.
Form 990, Part VI, Line 12c Conflict of interest policy	CSM HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX EXEMPT PURPOSE.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S CEO, THE PROCESS, PERFORMED BY ASCENSION HEALTH, A RELATED ORGANIZATION OF COLUMBIA ST. MARY'S INC., INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE CEO WAS COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS INT HE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE COMMITTEE MINUTES. THE INDIVIDUAL WAS NOT PRESENT WHEN HER COMPENSATION WAS DECIDED. IN DETERMINING COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION, THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATIONS, THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION WERE COMPARED TO THE OTHER HOSPITALS' EMPLOYEES IN THE AREA THAT HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE BOARD MINUTES.
Form 990, Part VI, Line 19 Required documents available to the public	THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Contract Service Revenue - Total Revenue: 31405, Related or Exempt Function Revenue: 31405, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Community Service Revenue - Total Revenue: 500, Related or Exempt Function Revenue: 500, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Medical Record Fees - Total Revenue: 42, Related or Exempt Function Revenue: 42, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Research Sponsor Revenue - Total Revenue: 268435, Related or Exempt Function Revenue: 268435, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Community Education Program Revenue - Total Revenue: 2500, Related or Exempt Function Revenue: 2500, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Intercompany payable/receivable adjustment - -34852366;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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
COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	390806315	HOSPITAL	WI	501(c)(3	3	COLUMBIA ST MARY'S INC	Yes (true)
COLUMBIA ST MARY'S HOSPITAL OZAUKEE INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	390807063	HOSPITAL	WI	501(c)(3	3	COLUMBIA ST MARY'S INC	Yes (true)
SACRED HEART REHABILITATION INSTITUTE INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	390902199	REHAB FACILITY	WI	501(c)(3	3	COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC	Yes (true)
COLUMBIA COLLEGE OF NURSING INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	391596986	COLLEGE	WI	501(c)(3	2	COLUMBIA ST MARY'S HOSPITAL MILWAUKEE INC	Yes (true)
ASCENSION HEALTH
PO BOX 45998	ST LOUIS	MO	63145	311662309	NATIONAL HEALTH SYSTEM	MO	501(c)(3	Type I	ASCENSION HEALTH ALLIANCE	Yes (true)
HORIZON HOME CARE & HOSPICE INC
8949 N DEERBROOK TRL	MILWAUKEE	WI	53223	391171298	HOME CARE/HOSPICE	WI	501(c)(3	3	NA	false
COLUMBIA HEALTH SYSTEM
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	391494977	HEALTH SYSTEM	WI	501(c)(3	Type I	NA	false
COLUMBIA ST MARY'S FOUNDATION INC
4425 NORTH PORT WASHINGTON ROAD	GLENDALE	WI	53212	391494981	FOUNDATION	WI	501(c)(3	7	NA	false
ASCENSION HEALTH ALLIANCE
PO BOX 45998	ST LOUIS	MO	63145	453358926	NATIONAL HEALTH SYSTEM	MO	501(c)(3	Type I	NA	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
ORTHOPAEDIC HOSPITAL OF WISCONSIN LLC
575 RIVERWOODS PKWY	GLENDALE	WI	53212	392015655	HEALTH CARE	WI	COLUMBIA ST MARY'S INC	Related	$12,940,070	$24,976,796	false	Yes (true)	0.5
SLEEP SERVICES OF WISCONSIN LLC
111 E KILBOURN AVE STE 1300	MILWAUKEE	WI	53202	273148310	SLEEP SERVICES	WI	COLUMBIA ST MARY'S INC	Related	$52,646	$836,074	false	Yes (true)	0.5

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
CSM STRATEGIC ALLIANCE
4425 NORTH PORT WASHINGTON RD	GLENDALE	WI	53212	391871856	HEALTHCARE	WI	COLUMBIA ST MARY'S INC	C Corporation	$0	$424,000	0.5	false
MADISON MEDICAL AFFILIATES INC
4425 NORTH PORT WASHINGTON RD	GLENDALE	WI	53212	391855720	HEALTHCARE	WI	COLUMBIA ST MARY'S HOSPITAL	C Corporation	-$13,858,929	$6,109,173	1	Yes (true)
PROSPECT MEDICAL COMMONS CONDO ASSOCIATION
4425 NORTH PORT WASHINGTON RD	GLENDALE	WI	53212	208042108	CONDO ASSOC	WI	COLUMBIA ST MARY'S INC	C Corporation	$0	$134,042	0.7	Yes (true)

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

Transactions Related Org TransactionsRelatedOrgGrp (13 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Ascension Health
E	$157,438,200	Book
Ascension Health
M	$45,695,173	Book
Ascension Health
K	$76,473	FMV
Columbia St Mary's Foundation Inc
C	$151,590	FMV
Columbia St Mary's Milwaukee Inc
M	$55,768	Book
Orthopaedic Hospital of Wisconsin LLC
O	$12,173,980	Book
Columbia St Mary's Hospital Milwaukee Inc
M	$55,768	Book
Orthopaedic Hospital of Wisconsin LLC
L	$680,653	Book
Columbia St Mary's Hospital Milwaukee Inc
L	$65,887,891	Book
Columbia St Mary's Hospital Ozaukee Inc
L	$22,277,280	Book
Sacred Heart Rehabilitation Institute Inc
L	$1,685,315	Book
Columbia College of Nursing Inc
L	$743,524	Book
Madison Medical Affiliates Inc
R	$7,850,000	Book