WHEATON FRANCISCAN SERVICES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WHEATON FRANCISCAN SERVICES INC (EIN 36-3262111)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349308851
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T18:03:46-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363262111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wheaton Franciscan Services Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA FLANIGAN | InCareOfNm |
| Business Name Control | WHEA | BusinessNameControlTxt |
| Phone | 6309096900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 Roosevelt Rd | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Wheaton | City |
| State | IL | State |
| ZIP Code | 60187 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN W SOHN | PersonNm |
| Person Title | SENIOR VP AND CFO | PersonTitleTxt |
| Signature | 2015-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John D Oliverio | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W RIVER WOODS PARKWAY | AddressLine1 |
| City | GLENDALE | City |
| State | WI | State |
| ZIP Code | 53212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $693,597,390 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wfhealthcare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WFSI is the parent organization that provides oversight and support to its system of related healthcare orginizations and housing ministry operating in four states. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 730 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $85,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $294,857,329 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $274,870,757 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,326,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,863,126 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,125,490 | PYOtherRevenueAmt |
| CY Other Revenue | $24,266,355 | CYOtherRevenueAmt |
| PY Total Revenue | $333,342,294 | PYTotalRevenueAmt |
| CY Total Revenue | $309,085,770 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,919 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $413,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $206,373,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $189,265,366 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $119,388,064 | PYOtherExpensesAmt |
| CY Other Expenses | $114,695,337 | CYOtherExpensesAmt |
| PY Total Expenses | $325,830,626 | PYTotalExpensesAmt |
| CY Total Expenses | $304,374,502 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,511,668 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,711,268 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,146,081,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,144,495,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,299,582,148 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,221,628,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$153,500,978 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$77,132,973 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As a member of Wheaton Franciscan Healthcare, our affiliates strive to live out the healing ministry of Jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the healthcare employer of choice, and the preferred partner of physicians. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $237,563,815 | ExpenseAmt |
| Grant | $413,799 | GrantAmt |
| Revenue | $298,357,319 | RevenueAmt |
| Desc | WHEATON FRANCISCAN SERVICES, INC. (WFSI) is a Catholic, not-for-profit health care and housing organization serving at sites in Wisconsin, Iowa, Illinois, and Colorado. The System includes 14 hospital sites, three transitional and extended-care facilities, two home health agencies, more than 2,500 physicians, more than 70 clinic sites with 508 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). 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. Other national recognitions include being named one of the best performing 50 systems in Thompson Reuters' 100 Top Hospitals: Health Systems Quality/Efficiency Study in 2009. Wheaton Franciscan Healthcare has been recognized for its dedication to patient privacy and is now 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. Wheaton Franciscan Healthcare has also received a 2009 VIP Award from McKesson Technology Solutions for its success in using information technology to enhance patient safety across nine hospital sites and more than 100 physician offices. The VIP Awards are presented annually to organizations that demonstrate vision, innovation and performance in the use of healthcare IT. Wheaton Franciscan Healthcare was one of five health care organizations selected by a panel of experts in the field of health care IT use to receive the award. Please see our full June 30, 2014 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: 1,656 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,329 Affiliated Physicians: 2,071 Employed Physicians: 508 Emergency Room Visits: 330,046 Newborns: 8,268 Hospital Admissions: 63,724 Hospital Patient Days: 310,743 Skilled Nursing Unit Patient Days: 20,541 Long-term Care Facility Patient Days: 80,394 Hospital Outpatient Visits: 1,580,000 Hospice Days: 24,895 Home Health Visits: 147,588 Medical Group Physician Visits: 1,499,276 WFH ORGANIZATIONS Iowa Covenant Medical Center, Inc. Mercy Hospital of Franciscan Sisters, Inc. Sartori Memorial Hospital, Inc. Covenant Clinic Covenant Foundation, Inc. Sartori Health Care Foundation, Inc. Illinois Marianjoy Rehabilitation Hospital and Clinics Marianjoy Medical Group Marianjoy Foundation OSF Services Canticle Ministries Upendo Village Wisconsin Wheaton Franciscan - Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses All Saints St. Francis Franklin Franciscan Woods The Terrace at St. Francis 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 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 / June 30, 2014 Charity Care: $49,483,474. 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: $112,279,484. 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: $3,828,948. 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: $2,961,387. 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 organiza | Desc |
| Total Program Service Expenses | $237,563,815 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1067 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 730 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FLANIGAN | PersonNm |
| Phone | 6309096900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 W171 ROOSEVELT RD | AddressLine1 |
| City | WHEATON | City |
| State | IL | State |
| ZIP Code | 60187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Dennis Clark | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James Concannon MD | |||||||||
| Secretary - Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Sr Mary Beth Glueckstein | |||||||||
| Vice Chair - Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Carolyn Hodge-West | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Camille Hogan | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Murry | |||||||||
| Chair - Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| John Oliverio | |||||||||
| CEO WFHC and Secretary / Treas | 40.0 | 1.0 | Yes (X) | $2,716,469 | $0 | $229,687 | Yes (X) | ||
| Stephen Roell | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Skwierawski | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James Small | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Herzog | |||||||||
| Sr VP Legal Services and Asst. | 40.0 | 1.0 | $442,033 | $0 | $56,642 | Yes (X) | |||
| Michael Lepore | |||||||||
| Sr VP and Chief Operating Offi | 40.0 | 1.0 | $640,278 | $0 | $58,299 | Yes (X) | |||
| Gregory Smith | |||||||||
| Sr VP and Chief Info Officer | 40.0 | 1.0 | $773,478 | $0 | $206,728 | Yes (X) | |||
| Jon Sohn | |||||||||
| Sr VP and Chief Financial Offi | 40.0 | 1.0 | $615,429 | $0 | $80,026 | Yes (X) | |||
| Brenda Bowers | |||||||||
| Sr VP Org Change & Leader Dev | 40.0 | 1.0 | $340,270 | $0 | $71,940 | Yes (X) | |||
| Richard Canter | |||||||||
| Sr VP Strategy and Corp Affair | 40.0 | 1.0 | $764,080 | $0 | $84,585 | Yes (X) | |||
| Coreen Dicus-Johnson | |||||||||
| Sr VP Physician and Revenue Op | 40.0 | 1.0 | $468,828 | $0 | $57,141 | Yes (X) | |||
| Wayne Frangesch | |||||||||
| Sr VP Human Resources | 40.0 | 1.0 | $426,614 | $0 | $56,845 | Yes (X) | |||
| James Gresham | |||||||||
| Sr VP Continuing Care Services | 40.0 | 1.0 | $297,879 | $0 | $93,898 | Yes (X) | |||
| Rita Hanson-Melzer MD | |||||||||
| System Chief Medical Officer | 1.0 | 40.0 | $0 | $575,737 | $68,632 | Yes (X) | |||
| Therese Rocole | |||||||||
| Sr VP Mission Services | 40.0 | 1.0 | $258,494 | $0 | $46,156 | Yes (X) | |||
| Susan Boland | |||||||||
| President, South Market | 40.0 | 1.0 | $475,795 | $0 | $60,559 | Yes (X) | |||
| Kenneth Buser | |||||||||
| President - South Market | 40.0 | 1.0 | $536,357 | $0 | $155,538 | Yes (X) | |||
| Jack Dusenbery | |||||||||
| PRESIDENT/CEO WFH-IOWA | 40.0 | 1.0 | $610,994 | $0 | $89,745 | Yes (X) | |||
| Daniel Mattes | |||||||||
| President - Central Market | 40.0 | 1.0 | $526,031 | $0 | $26,203 | Yes (X) | |||
| Debra Standridge | |||||||||
| President - North Market | 40.0 | 1.0 | $534,470 | $0 | $76,233 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,427,499 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $575,737 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,518,857 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 137 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCKESSON Information Solutions | |||||
| PO BOX 98347 | CHICAGO | IL | 60693 | CONSULTING | $2,709,891 |
| Mercer Human Resource Consult | |||||
| PO Box 730212 | DALLAS | TX | 75373 | HR Consulting | $1,289,295 |
| Catholic Healthcare Audit Network L | |||||
| 231 S BEMISTON STE 300 | CLAYTON | MO | 63105 | Auditor | $1,005,060 |
| Press Ganey Associates Inc | |||||
| PO Box 88335 | MILWAUKEE | WI | 53288 | Service & EE Survey | $997,882 |
| PARAGON DEVELOPMENT SYSTEMS | |||||
| PO BOX 88079 | MILWAUKEE | WI | 53288 | Consulting | $825,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $60,532 | RelatedOrganizationsAmt |
| All Other Contributions | $25,000 | AllOtherContributionsAmt |
| Total Contributions | $85,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUPPORT SERVICES REVENUE | 561000 | $271,275,147 | $271,275,147 |
| GPO PATRONAGE DIV | 900099 | $3,595,610 | $3,595,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $274,870,757 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,358,439 | TotalRevenueColumnAmt |
| Exclusion | $4,358,439 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,225,325 | TotalRevenueColumnAmt |
| Exclusion | $1,225,325 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $388,790,982 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $384,511,620 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,279,362 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,279,362 | TotalRevenueColumnAmt |
| Exclusion | $4,279,362 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| INT INTERCO LOANS | 900099 | $21,967,967 | $21,967,967 | |
| SWAP VALUE ADJUSTMENT | 900099 | $779,793 | $779,793 | |
| ALL OTHER REVENUE | 900099 | $1,518,595 | $1,518,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,266,355 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $309,085,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $298,357,319 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $10,642,919 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,799 | TotalAmt |
| Program Services | $412,799 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,785,798 | TotalAmt |
| Management And General | $8,785,798 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,913 | TotalAmt |
| Program Services | $1,638,913 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,052,492 | TotalAmt |
| Program Services | $43,045,143 | ProgramServicesAmt |
| Management And General | $7,007,349 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,374,856 | TotalAmt |
| Program Services | $24,402,376 | ProgramServicesAmt |
| Management And General | $3,972,480 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,724,436 | TotalAmt |
| Program Services | $83,183,015 | ProgramServicesAmt |
| Management And General | $13,541,421 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,688,871 | TotalAmt |
| Program Services | $3,172,429 | ProgramServicesAmt |
| Management And General | $516,442 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,895 | TotalAmt |
| Management And General | $1,161,895 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527,928 | TotalAmt |
| Management And General | $1,527,928 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,863 | TotalAmt |
| Program Services | $57,863 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,923 | TotalAmt |
| Management And General | $708,923 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,758,905 | TotalAmt |
| Program Services | $4,758,905 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,075,402 | TotalAmt |
| Program Services | $9,075,402 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,068 | TotalAmt |
| Program Services | $124,068 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,064,453 | TotalAmt |
| Program Services | $3,064,453 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,576 | TotalAmt |
| Program Services | $629,576 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,213 | TotalAmt |
| Program Services | $710,213 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,588,451 | TotalAmt |
| Management And General | $29,588,451 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,365,594 | TotalAmt |
| Program Services | $19,365,594 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,719,725 | TotalAmt |
| Program Services | $11,719,725 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MAINTENANCE CONTRACTS | $23,327,796 | $23,327,796 |
| MINOR EQUIPMENT | $4,311,750 | $4,311,750 |
| OTHER PURCHASED SERVICES | $2,718,338 | $2,718,338 |
| MEMBERSHIP FEES & DUES | $581,179 | $581,179 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,263,278 | TotalAmt |
| Program Services | $1,263,278 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,374,502 | TotalAmt |
| Program Services | $237,563,815 | ProgramServicesAmt |
| Management And General | $66,810,687 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $117 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,158,662 | BOYAmt |
| EOY | $38,495,759 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,547 | BOYAmt |
| EOY | $1,204,307 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,548,871 | BOYAmt |
| EOY | $434,576,113 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,619 | BOYAmt |
| EOY | $108,928 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,711,662 | BOYAmt |
| EOY | $15,179,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $168,463,294 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,048,528 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,542,682 | BOYAmt |
| EOY | $67,414,766 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,086,471 | BOYAmt |
| EOY | $564,569,032 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,848,842 | BOYAmt |
| EOY | $10,933,765 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,645,814 | BOYAmt |
| EOY | $12,013,031 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,081,170 | BOYAmt |
| EOY | $1,144,495,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,242,137 | BOYAmt |
| EOY | $74,777,593 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,881,347 | BOYAmt |
| EOY | $4,161,868 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,230,000 | BOYAmt |
| EOY | $711,075,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,228,664 | BOYAmt |
| EOY | $431,613,993 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299,582,148 | BOYAmt |
| EOY | $1,221,628,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$153,531,066 | BOYAmt |
| EOY | -$77,161,963 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,088 | BOYAmt |
| EOY | $28,990 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$153,500,978 | BOYAmt |
| EOY | -$77,132,973 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,081,170 | BOYAmt |
| EOY | $1,144,495,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,711,268 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,529,356 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $48,127,381 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (41 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| WFH - ALL SAINTS INC | |||||
| 391264986 | 03 | false | Yes (true) | Yes (true) | $35,653,540 |
| WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC | |||||
| 391559428 | 03 | false | Yes (true) | Yes (true) | $1,075,452 |
| WHEATON FRANCISCAN MEDICAL GROUP INC | |||||
| 391791586 | 03 | false | Yes (true) | Yes (true) | $13,543,092 |
| WHEATON FRANCISCAN LABORATORIES INC | |||||
| 391701402 | 09 | false | Yes (true) | Yes (true) | $0 |
| WFH PHARMACY ENT & FRAN WOODS INC | |||||
| 391613624 | 09 | false | Yes (true) | Yes (true) | $2,767,428 |
| WFH - ST FRANCIS INC | |||||
| 390907740 | 03 | false | Yes (true) | Yes (true) | $15,884,663 |
| WHEATON FRANCISCAN INC | |||||
| 390816857 | 03 | false | Yes (true) | Yes (true) | $43,438,762 |
| WFH - TERRACE AT ST FRANCIS INC | |||||
| 391486775 | 09 | false | Yes (true) | Yes (true) | $0 |
| WFH - FRANKLIN INC | |||||
| 562592868 | 03 | false | Yes (true) | Yes (true) | $5,479,659 |
| MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC | |||||
| 362680776 | 03 | false | Yes (true) | Yes (true) | $9,058,711 |
| REHABILITATION MEDICINE CLINIC INC | |||||
| 363236791 | 03 | false | Yes (true) | Yes (true) | $0 |
| CANTICLE MINISTRIES INC | |||||
| 364091836 | 07 | false | Yes (true) | Yes (true) | $0 |
| RUSH OAK PARK HOSPITAL INC | |||||
| 362183812 | 03 | false | Yes (true) | Yes (true) | $0 |
| SET MINISTRIES INC | |||||
| 391618277 | 09 | false | Yes (true) | Yes (true) | $0 |
| ST CATHERINES HOSPITAL INC | |||||
| 390855075 | 03 | false | Yes (true) | Yes (true) | $0 |
| UPENDO VILLAGE NFP | |||||
| 331007368 | 09 | false | Yes (true) | Yes (true) | $0 |
| COVENANT MEDICAL CENTER INC | |||||
| 421264647 | 03 | false | Yes (true) | Yes (true) | $41,107,719 |
| MERCY HOSPITAL OF FRANCISCAN SISTERS INC | |||||
| 421178403 | 03 | false | Yes (true) | Yes (true) | $0 |
| NE IOWA REAL ESTATE INVESTMENTS LTD | |||||
| 421207432 | 0 | false | Yes (true) | Yes (true) | $0 |
| SARTORI MEMORIAL HOSPITAL INC | |||||
| 420758901 | 03 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-BATAVIA APARTMENTS INC | |||||
| 363914084 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-COLONY PARK INC | |||||
| 364039278 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-CONSTITUTION HOUSE INC | |||||
| 364049150 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-JEFFERSON COURT INC | |||||
| 391771526 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-KENOSHA INC | |||||
| 391814815 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-SAXONY INC | |||||
| 391790498 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES OF GURNEE INC | |||||
| 363942336 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES OF ILLINOIS INC | |||||
| 363803443 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES OF NEENAH INC | |||||
| 363767250 | 09 | false | Yes (true) | Yes (true) | $0 |
| CANTICLE PLACE INC | |||||
| 363957850 | 09 | false | Yes (true) | Yes (true) | $0 |
| CATHERINE MARIAN HOUSING INC | |||||
| 391657098 | 09 | false | Yes (true) | Yes (true) | $0 |
| CLARE GARDENS | |||||
| 237200039 | 09 | false | Yes (true) | Yes (true) | $0 |
| CLARE OF ASSISI HOMES-WESTMINSTER INC | |||||
| 742740978 | 09 | false | Yes (true) | Yes (true) | $0 |
| DAYSPRING VILLA INC | |||||
| 363933908 | 09 | false | Yes (true) | Yes (true) | $0 |
| FRANCIS HEIGHTS INC | |||||
| 840626174 | 09 | false | Yes (true) | Yes (true) | $0 |
| MARIAN HOUSING CENTER INC | |||||
| 391515867 | 09 | false | Yes (true) | Yes (true) | $0 |
| MARIAN PARK | |||||
| 362750105 | 09 | false | Yes (true) | Yes (true) | $0 |
| RIDGEWAY PLACE INC | |||||
| 421416064 | 09 | false | Yes (true) | Yes (true) | $0 |
| VILLA MARIA INC | |||||
| 841347868 | 09 | false | Yes (true) | Yes (true) | $0 |
| VILLA ST CLARE INC | |||||
| 391769395 | 09 | false | Yes (true) | Yes (true) | $0 |
| ASSISI HOMES-LASALLE MANOR INC | |||||
| 800623447 | 09 | false | Yes (true) | Yes (true) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 41 | SupportedOrganizationsTotalCnt |
| Support Sum | $168,009,026 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $57,863 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Total Lobbying Expenditures | $57,863 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, LINE 1i | FormAndLineReferenceDesc |
| Explanation | 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 one full time Vice President of Strategic Planning and Government Relations whose duties include a portion of lobbying activities. These lobbying activities approximate 20% of total annual salary. 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 such things as preservation of Medicare and Medicaid funding; monitoring federal legislation that may impact the organization; participating in and coordinating visits with elected officials; coordinating advocacy activities in conjunction with relevant trade associations; and providing awareness on specific state related legislative issues when the need arises (e.g.: state hospital assessment legislation in Wisconsin). 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 $57,863 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,064,696 | OtherCostOrOtherBasisAmt |
| Book Value | $2,064,696 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,123,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,346,783 | DepreciationAmt |
| Book Value | $16,776,997 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,020,088 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,118,754 | DepreciationAmt |
| Book Value | $33,901,334 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,254,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $582,991 | DepreciationAmt |
| Book Value | $14,671,739 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,414,766 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY LENDING PAYABLE | $7,333,992 |
| BENEFIT RESTORATION PLAN | $340,000 |
| PENSION-MIN LIAB PER FAS87 | $68,598,415 |
| DEFERRED COMPENSATION | $40,790,016 |
| FELICIAN SERVICES | $28,000,000 |
| GIFT ANNUITIES | $28,943 |
| DERIVATIVE SWAP VALUE ADJ | $4,206,942 |
| DUE TO/FROM RELATED ORGS | $266,204,000 |
| ORIGINAL ISSUE DISCOUNT 2006A | $9,915,100 |
| ORIGINAL ISSUE DISCOUNT 2006B | $6,196,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $431,613,993 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $332,615,126 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,529,356 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $23,529,356 | RevenueNotReportedAmt |
| Revenue Subtotal | $309,085,770 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $309,085,770 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $307,482,688 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,513,916 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,513,916 | ExpensesNotReportedAmt |
| Expenses Subtotal | $302,968,772 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,405,730 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,405,730 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $304,374,502 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part XI, XII | FormAndLineReferenceDesc |
| Explanation | Schedule D Part XII Line 2d: Reverse PL/GL Premiums Paid (4,513,916) Schedule D Part XII Line 4b: Deduction for PL/GL Claims Paid 1,405,730 | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | 2 | Program Services | Financial | $4,513,916 |
| North America | Program Services | Financial | $1,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $4,515,599 | SubtotalSpentAmt |
| Total Spent | $4,515,599 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Francis G Morrisey | TypeOfAssistanceTxt |
| Cash Grant | $1,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3, Col f | FormAndLineReferenceDesc |
| Explanation | (1) Contribution of capital $4,513,916 (2) Meeting expenses $1,683 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HOSPITAL SISTERS MISSION OUTREACH | |||||||
| PO BOX 1665 | SPRINGIELD | IL | 62705 | 352271729 | 501(C)(3) | $26,182 | Contribution |
| SCHOLARSHIP AMERICA Inc | |||||||
| PO BOX 240 | ST PETER | MN | 56082 | 237039405 | 501(C)(3) | $15,000 | SCHOLARSHIPS |
| City of Brookfield | |||||||
| 2000 N Calhoun Road | Brookfield | WI | 53005 | 396020813 | City of Brookfd | $16,000 | Sponsorship |
| American Heart Association | |||||||
| PO Box 4002902 | Des Moines | IA | 50340 | 135613797 | 501(c)(3) | $7,500 | sponsorship |
| OSF Services Inc | |||||||
| PO Box 667 | Wheaton | IL | 60187 | 391471463 | 501(c)(3) | $328,382 | Contribution |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 Rltd OrgsCompReportPrior990RltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Boland | ||||||||||||||
| President, South Market | $385,440 | $0 | $80,200 | $0 | $10,155 | $0 | $42,784 | $0 | $17,775 | $0 | $536,354 | $0 | $0 | |
| Brenda Bowers | ||||||||||||||
| Sr VP Org Change & Leader Dev | $261,413 | $0 | $71,200 | $0 | $7,657 | $0 | $29,906 | $0 | $42,034 | $0 | $412,210 | $0 | $0 | |
| Kenneth Buser | ||||||||||||||
| President - South Market | $472,002 | $0 | $48,100 | $0 | $16,255 | $0 | $129,353 | $0 | $26,185 | $0 | $691,895 | $0 | $0 | $239,996 |
| Richard Canter | ||||||||||||||
| Sr VP Strategy and Corp Affair | $536,607 | $0 | $210,400 | $0 | $17,073 | $0 | $59,814 | $0 | $24,771 | $0 | $848,665 | $0 | $0 | |
| Coreen Dicus-Johnson | ||||||||||||||
| Sr VP Physician and Revenue Op | $344,167 | $0 | $115,700 | $0 | $8,961 | $0 | $35,995 | $0 | $21,146 | $0 | $525,969 | $0 | $0 | |
| Jack Dusenbery | ||||||||||||||
| PRESIDENT/CEO WFH-IOWA | $401,071 | $0 | $200,600 | $0 | $9,323 | $0 | $55,166 | $0 | $34,579 | $0 | $700,739 | $0 | $0 | |
| Wayne Frangesch | ||||||||||||||
| Sr VP Human Resources | $314,120 | $0 | $100,100 | $0 | $12,394 | $0 | $37,863 | $0 | $18,982 | $0 | $483,459 | $0 | $0 | |
| James Gresham | ||||||||||||||
| Sr VP Continuing Care Services | $231,947 | $0 | $52,900 | $0 | $13,032 | $0 | $87,578 | $0 | $6,320 | $0 | $391,777 | $0 | $0 | |
| Rita Hanson-Melzer MD | ||||||||||||||
| System Chief Medical Officer | $0 | $418,906 | $0 | $145,900 | $0 | $10,931 | $0 | $45,213 | $0 | $23,419 | $0 | $644,369 | $0 | |
| Sarah Herzog | ||||||||||||||
| Sr VP Legal Services and Asst. | $320,643 | $0 | $109,400 | $0 | $11,990 | $0 | $33,581 | $0 | $23,061 | $0 | $498,675 | $0 | $0 | |
| Michael Lepore | ||||||||||||||
| Sr VP and Chief Operating Offi | $441,692 | $0 | $165,400 | $0 | $33,186 | $0 | $37,023 | $0 | $21,276 | $0 | $698,577 | $0 | $0 | |
| Daniel Mattes | ||||||||||||||
| President - Central Market | $395,443 | $0 | $118,900 | $0 | $11,688 | $0 | $0 | $26,203 | $0 | $552,234 | $0 | $0 | ||
| John Oliverio | ||||||||||||||
| CEO WFHC and Secretary / Treas | $992,620 | $0 | $633,600 | $0 | $1,090,249 | $0 | $167,110 | $0 | $62,577 | $0 | $2,946,156 | $0 | $0 | |
| Therese Rocole | ||||||||||||||
| Sr VP Mission Services | $193,143 | $0 | $56,100 | $0 | $9,251 | $0 | $38,523 | $0 | $7,633 | $0 | $304,650 | $0 | $0 | |
| Gregory Smith | ||||||||||||||
| Sr VP and Chief Info Officer | $327,617 | $0 | $111,600 | $0 | $334,261 | $0 | $177,533 | $0 | $29,195 | $0 | $980,206 | $0 | $0 | |
| Jon Sohn | ||||||||||||||
| Sr VP and Chief Financial Offi | $448,302 | $0 | $150,500 | $0 | $16,627 | $0 | $55,413 | $0 | $24,613 | $0 | $695,455 | $0 | $0 | |
| Debra Standridge | ||||||||||||||
| President - North Market | $450,021 | $0 | $69,200 | $0 | $15,249 | $0 | $48,275 | $0 | $27,958 | $0 | $610,703 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Various | FormAndLineReferenceDesc |
| Explanation | 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. Schedule J Part I Line 4a: Reportable compensation of Ken Buser includes $239,996 in severance payments made during calendar year 2013. 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 2013 taxable payout of $1,016,267 and Greg Smith received a 2013 taxable payout of $319,489. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column C: Retirement and Other Deferred Compensation of Kenneth Buser includes $79,999 in accrued severance payments to be paid as wages in a future year. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR | ||||||||
| A | 391337855 | 97710VND6 | 2003-08-20 | $75,000,000 | WHFA 2003B VRAT DEMAND REV BOND | false | false | false |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR | ||||||||
| B | 391337855 | 97710VP51 | 2006-11-14 | $318,938,498 | WHFA 2006A REVENUE BONDS | false | false | false |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR | ||||||||
| C | 391337855 | 97710VT81 | 2006-12-12 | $222,445,595 | WHFA 2006B REV & REFINANCE BOND | false | false | false |
| Wisconsin Health and Education Faciliteis Authorit | ||||||||
| D | 391337855 | 97710V3X4 | 2007-07-31 | $64,470,800 | WHFA 2007 REVENUE BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $75,317,166 | $0 | $0 | $0 | $521,431 | $0 | $0 | $74,478,569 | $0 | $0 | 2004 | false | false | Yes (true) | Yes (true) |
| B | $20,200,000 | $0 | $329,958,352 | $23,125,534 | $0 | $0 | $2,488,832 | $0 | $0 | $202,651,722 | $92,328,767 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $9,580,000 | $0 | $222,448,599 | $19,733,942 | $0 | $0 | $1,490,312 | $0 | $0 | $0 | $203,522,211 | $0 | 2006 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $555,000 | $0 | $64,971,770 | $0 | $0 | $0 | $443,937 | $0 | $0 | $64,025,000 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00390 | 0.00390 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) | |
| C | 0 | |||||||||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) | ||
| 0 | ||||||||||||
| B | Yes (true) | false | false | Yes (true) | Morgan Stanley | false | Yes (true) | 5.25 | Yes (true) | |||
| 0 | ||||||||||||
| C | Yes (true) | false | false | Yes (true) | SUN TRUST | false | Yes (true) | 7.25 | Yes (true) | |||
| 0 | ||||||||||||
| D | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | |||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 2003B Bonds 1 | Ln A Proceeds 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. 2003B Bonds were in compliance with two year spending exception. No payment due as of 10/08/13. |
| 2006A Bonds 1 | Ln B 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 C 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. |
| 2007 Bonds 1 | Ln D Proceeds were used to refinance the $50,000,000 of The Wisconsin Heart Hospital LLC taxable variable rate demand revenue bonds, series 2003, to pay or reimburse 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| Bond Issued | 2013-07-16 | BondIssuedDt |
| Issue Price | $87,300,000 | IssuePriceAmt |
| Purpose | WHFA 2013A REFUNDING REVENUE BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $87,300,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $232,548 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $87,067,452 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2023 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 2013 A Bonds 2 | FormAndLineReferenceDesc |
| Explanation | Ln A 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Johnson ControlsSTEPHEN ROELL | |||
| WFSI BOARD MEMBER | $1,447,711 | PAYMENT For SERVICES | false |
| KEYONA COLE Daughter-in-law Bowers | |||
| FAMILY MEMBER | $45,088 | EMPLOYMENT | false |
| Charity Washington Daughter Bowers | |||
| Family Member | $24,815 | Employment | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | SCH L PART IV LINE 1 Through September 2013, Stephen Roell was Chairman/CEO and 1% owner of Johnson Controls, an organization that has received payment for services from Wheaton Franciscan Healthcare organizations. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 either 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 of the organization. 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 Section B 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 the income statement and balance sheet items, and all 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 explanation and understanding 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 Schedule J, may be selected for review by outside bond counsel, a community benefit associate, and/or the compensation committee respectfully and as needed. This decision will vary from year to year, again based on many factors. The Tax Department, upon completion of all levels of review, 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, where 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. 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 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. After an approximate 3 and again at 6 weeks, names of all non responders are compiled, and these individuals receive either an email or letter reminding them to complete the information. 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. |
| Supplemental Information to Form 990 Continued | 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: The compensation for the organization's officers and key employees who are paid by the filing organization is reviewed and approved on an annual basis, as part of the WFSI Executive Compensation Plan, by the Executive Committee of the Wheaton Franciscan Services, Inc. Board of Directors (the "Executive Committee of the WFSI Board"), an independent board, acting in a manner consistent with its conflicts of interest policy. The WFSI Board's decision is informed by an opinion on market comparable compensation data provided to the WFSI Board by an independent compensation expert. The WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. Part VI Section C Line 19: 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, 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 990 Part XI Line 9: Reverse PL/GL Premiums Paid $ (4,513,916) Deduction for PL/GL Claims Paid 1,405,730 Chg in Eq Tnfr Pension 47,262,679 WFIC Return of Capital - Current Yr (3,523,957) WFIC Return of Capital - Prior Yr 7,496,845 Other Changesin Net Assets of Fund Balances $ 48,127,381 Disclosure Statement Related to Forms 5471: Information return of US persons with respect to certain foreign corporations filed on behalf of the taxpayer Under the constructive ownership rules of Internal Revenue Code Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of US persons with respect to certain foreign corporations, as a category 5 filer with respect to certain controlled foreign corporations (cfcs). These filing requirements are or will be satisfied through the filing of Forms 5471 for these cfcs by other US taxpayers identified below who have the same filing requirement. Taxpayer name: Wheaton Franciscan Services, Inc. Address: 26 W171 Roosevelt Road, Wheaton IL 60187 FEIN number of US Tax return with which form 5471 was filed: 36-3262111 IRS Service Center where US Tax return was or will be filed: e-filed |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WFH - SOUTHEAST WISCONSIN INC | ||||||||||
| 400 WEST RIVER WOODS PARKWAY | GLENDALE | WI | 53212 | 391568865 | HOLDING CO | IL | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| WFH - ALL SAINTS INC | ||||||||||
| 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-O | 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 |
| 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 | Yes (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 | 60187 | 391471463 | HOLDING CO | WI | 501(c)(3) | 11 - III-FI | WFSI | Yes (true) |
| CANTICLE MINISTRIES INC | ||||||||||
| PO Box 667 | WHEATON | IL | 60187 | 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 |
| RUSH OAK PARK HOSPITAL INC (1) | ||||||||||
| 520 SOUTH MAPLE AVENUE | OAK PARK | IL | 60304 | 362183812 | HOSPITAL | IL | 501(c)(3) | 3 | 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 |
| SYNERGON HEALTH SYSTEM INC (1)(2) | ||||||||||
| 520 SOUTH MAPLE AVENUE | OAK PARK | IL | 60304 | 363739067 | HOSPITAL | IL | 501(c)(3) | 3 | NONE | false |
| UHS INC (3) | ||||||||||
| 6308 EIGHTH AVENUE | KENOSHA | WI | 53143 | 391956749 | HOSPITAL | WI | 501(c)(3) | 3 | NONE | false |
| UPENDO VILLAGE NFP | ||||||||||
| PO Box 667 | WHEATON | IL | 60187 | 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 | Yes (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 | 60187 | 363259684 | HOLDING CO | IL | 501(c)(3) | 11 - III-FI | WFSI | Yes (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 | 60187 | 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 | 60187 | 364456204 | FOUNDATION | IL | 501(c)(3) | 11 - II | 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 | 60189 | 800623447 | HOUSING | IL | 501(c)(3) | 9 | FMI | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | PROVDR CONTRA | WI | WFH-SE WI | C CORP | false | ||||
| WHEATON FRANCISCAN INSURANCE COMPANY | |||||||||||||
| 980691609 | FINANCIAL | WFSI | Yes (true) | UK | $4,513,916 | $40,047,728 | 1.00000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WFH-SE WI INC | ||
| A(I) | $11,650,000 | LOAN SCH |
| WFH-IOWA INC | ||
| A(I) | $535,794 | LOAN SCH |
| MARIANJOY INC | ||
| A(I) | $1,643,603 | LOAN SCH |
| WFH-IOWA INC | ||
| D | $10,511,783 | LOAN SCH |
| MARIANJOY INC | ||
| D | $757,406 | LOAN SCH |
| WFH SE-WI INC | ||
| P | $194,908,926 | CORP ASSESS |
| WFH-IOWA INC | ||
| P | $41,107,719 | CORP ASSESS |
| MARIANJOY INC | ||
| P | $9,058,711 | CORP ASSESS |
| FRANCISCAN MINISTRIES INC | ||
| P | $578,746 | CORP ASSESS |
| WHEATON FRANCISCAN INSURANCE COMPANY | ||
| Q | $4,515,599 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Supplemental Information-Footnotes | FormAndLineReferenceDesc |
| Explanation | (1) The sponsorship of Rush Oak Park Hospital, Inc. and Synergon Health System, Inc. were transferred to Rush University Medical Center, Inc. effective October 25, 2013. As such, this is the last fiscal year the two organizations will be listed as related. (2) Synergon Health System Inc is listed with no direct controlling entity because of the two organizations with an interest, Rush Presbyterian and OSF Services Inc, neither can appoint a majority of the board, therefore neither organization "controls". (3) 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". | ExplanationTxt |