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WHEATON FRANCISCAN SERVICES INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WHEATON FRANCISCAN SERVICES INC (EIN 36-3262111)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-14
IRS object ID
201421349349304937
Schema version
2012v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-14T13:43:02-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN363262111EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Wheaton Franciscan Services IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% LISA FLANIGANInCareOfName
Name ControlWHEANameControl
Phone6309096900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 W171 Roosevelt RdAddressLine1
Address Line2SuiteAddressLine2
CityWheatonCity
StateILState
ZIP Code60187ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJONATHAN W SOHNName
TitleSENIOR VP AND CFOTitle
Date Signed2014-05-15DateSigned
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJohn D OliverioNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1400 W RIVER WOODS PARKWAYAddressLine1
CityGLENDALECity
StateWIState
ZIP Code53212ZIPCode
FieldValueIRS element (for citing)
Gross Receipts721434644GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Group Exemption Number0928GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.wfhealthcare.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1983YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionWFSI is the parent organization that provides oversight and support to its system of related healthcare organizations and housing ministry operating in four states.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members10NbrIndependentVotingMembers
Total Nbr Employees706TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year11550ContributionsGrantsPriorYear
Contributions Grants Current Year32497ContributionsGrantsCurrentYear
Program Service Revenue Prior Year280393239ProgramServiceRevenuePriorYear
Program Service Revenue CY294857329ProgramServiceRevenueCY
Investment Income Prior Year11671759InvestmentIncomePriorYear
Investment Income Current Year13326978InvestmentIncomeCurrentYear
Other Revenue Prior Year33445104OtherRevenuePriorYear
Other Revenue Current Year25125490OtherRevenueCurrentYear
Total Revenue Prior Year325521652TotalRevenuePriorYear
Total Revenue Current Year333342294TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year689108GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY68919GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year197273437SalariesEtcPriorYear
Salaries Etc Current Year206373643SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year121135651OtherExpensePriorYear
Other Expenses Current Year119388064OtherExpensesCurrentYear
Total Expenses Prior Year319098196TotalExpensesPriorYear
Total Expenses Current Year325830626TotalExpensesCurrentYear
Revenues Less Expenses Prior Year6423456RevenuesLessExpensesPriorYear
Revenues Less Expenses CY7511668RevenuesLessExpensesCY
Total Assets BOY1273325583TotalAssetsBOY
Total Assets EOY1146081170TotalAssetsEOY
Total Liabilities BOY1524672685TotalLiabilitiesBOY
Total Liabilities EOY1299582148TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-251347102NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-153500978NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionAS 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense67492424Expense
Grants68919Grants
Revenue317945773Revenue
DescriptionWHEATON 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 15 hospital sites*, three transitional and extended-care facilities, two home health agencies, more than 3,000 physicians, more than 70 clinic sites with 518 employed physicians, and approximately 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). 2012 marked the 11th 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 2013 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: 15 Staffed Hospital beds: 1,679 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,620 Associates: 17,229 Affiliated Physicians: 2,172 Employed Physicians: 518 Emergency Room Visits: 332,308 Newborns: 8,418 Hospital Admissions: 66,820 Hospital Patient Days: 322,563 Skilled Nursing Unit Patient Days: 19,025 Long-term Care Facility Patient Days: 83,354 Hospital Outpatient Visits: 1,576,902 Hospice Days: 27,743 Home Health Visits: 124,106 Medical Group Physician Visits: 1,518,467 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 RUSH OAK PARK HOSPITAL, Inc. 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 / 2013 Charity Care: $43,946,084. 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: $99,435,176. 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: $3,807,719. 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: $2,697,345. 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 grouDescription
Total Program Service Expense67492424TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccounttrueEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With1096870NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees706NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members10NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLISA FLANIGANNamePerson
Telephone Number6309096900TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line126 W171 ROOSEVELT RDAddressLine1
CityWHEATONCity
StateILState
ZIP Code60187ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationOther CompensationOtherCompensationKey EmployeeKeyEmployeeAverage Hours Per Week RelatedAverageHoursPerWeekRelatedReportable Comp From Related OrgsReportableCompFromRelatedOrgsHighest Compensated EmployeeHighestCompensatedEmployee
John Oliverio
Secretary / Treasurer - Direct40.0XX2867549216989
Patricia Norton
Chair / Vice Chair - Director1.0XX
Dennis Clark
Director1.0X
Sr Mary Beth Glueckstein
Director1.0X
Carolyn Hodge-West
Director1.0X
Camille Hogan
Director1.0X
Stephen Roell
Director1.0X
Michael Skwierawski
Director1.0X
James Small
Director1.0X
James Concannon MD
Secretary - Director1.0XX
Robert Walker
Treasurer - Director1.0XX
Michael Murry
Vice Chair / Secretary - Direc1.0XX
Sarah Herzog
Asst Secretary40.0X45156658712
Stephen Cardamone DO
Sr VP and Chief Medical Office40.0872054242268X
Richard Canter
Sr VP Strategy and Corp Affair40.082958398087X
Michael Lepore
Sr VP and Chief Operating Offi40.068480963856X
Jon Sohn
Sr VP and CFO Southeast Wiscon40.060633473743X
Brenda Bowers
System CNO & Sr VP Org Change40.033200252645X
James Gresham
Sr VP Continuing Care Services40.031625486801X
Wayne Frangesch
Sr VP Human Resources40.044437658016X
Therese Rocole
Sr VP Mission Services40.026608142909X
Gregory Smith
Sr VP and Chief Info Officer40.0473947256804X
Coreen Dicus-Johnson
Sr VP Physician and Revenue Op40.049569562375X
Rita Hanson-Melzer MD
System Chief Medical Officer0.034291X40.0469802
Kathleen Yosko
CEO Marianjoy40.041580655738X
Kenneth Buser
President South Market40.0581762342286X
Debra Standridge
President North Market40.055392277861X
Daniel Mattes
President Central Market40.050611678233X
Jack Dusenbery
President / CEO Iowa40.062159182034X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11319447TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs469802TotalReportableCompFrmRltdOrgs
Total Other Compensation1983648TotalOtherCompensation
Number Individuals GT100 K124NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MCKESSON
PO BOX98347CHICAGOIL60693CONSULTING1031910
CATHOLIC HEALTHCARE AUDIT NETWORK L
231 S BEMISTON STE 300CLAYTONMO63105AUDITOR942511
BENEFIT SERVICES GROUP INC
PO BOX 88911MILWAUKEEWI53288HR Consulting748485
CIBER INC
PO BOX 912468DENVERCO80291CONSULTANTS582362
PARAGON DEVELOPMENT SYSTEMS
PO BOX 88079MILWAUKEEWI53288Consulting531173
FieldValueIRS element (for citing)
Number Of Contractors GT100 K48NumberOfContractorsGT100K
Info In Schedule O Part VIIIXInfoInScheduleOPartVIII
Related Organizations25825RelatedOrganizations
Government Grants6672GovernmentGrants
Total Contributions32497TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SUPPORT SERVICES REVENUE561000291481713291481713
GPO PATRONAGE DIV90009933756163375616
FieldValueIRS element (for citing)
Total Program Service Revenue294857329TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7396468TotalRevenueColumn
Exclusion$7,396,468ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column1686570TotalRevenueColumn
Exclusion$1,686,570ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities392336290Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities388092350Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4243940Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4243940TotalRevenueColumn
Exclusion$4,243,940ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
INT INTERCO LOANS9000992249153422491534
SWAP VALUE ADJUSTMENT9000992037046$2,037,046
ALL OTHER REVENUE900099596910596910
FieldValueIRS element (for citing)
Total Other Revenue25125490TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column333342294TotalRevenueColumn
Related Or Exempt Function Income317945773RelatedOrExemptFunctionIncome
Exclusion$15,364,024ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total68919Total
Program Services68919ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9953455Total
Management And General9953455ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total50501556Total
Program Services5481601ProgramServices
Management And General45019955ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total41361466Total
Program Services274080ProgramServices
Management And General41087386ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total100916946Total
Program Services1644480ProgramServices
Management And General99272466ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total3640220Total
Program Services419342ProgramServices
Management And General3220878ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1382492Total
Management And General1382492ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1463950Total
Management And General1463950ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1013268Total
Management And General1013268ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total5161615Total
Program Services3871211ProgramServices
Management And General1290404ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8139950Total
Program Services6104962ProgramServices
Management And General2034988ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total390179Total
Management And General390179ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3145440Total
Program Services2359080ProgramServices
Management And General786360ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total650475Total
Program Services48283ProgramServices
Management And General602192ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total717482Total
Program Services30324ProgramServices
Management And General687158ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total32304312Total
Management And General32304312ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total21412914Total
Program Services16059685ProgramServices
Management And General5353229ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total11106010Total
Program Services8329507ProgramServices
Management And General2776503ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
MAINTENANCE CONTRACTS22425290168189675606323
MINOR EQUIPMENT511033738327531277584
OTHER PURCHASED SERVICES333449916672491667250
MEMBERSHIP FEES & DUES6307855062625723

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total999066Total
Program Services476919ProgramServices
Management And General522147ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total325830626Total
Program Services67492424ProgramServices
Management And General258338202ManagementAndGeneral
Fundraising0Fundraising
FieldValueIRS element (for citing)
Info In Schedule O Part XXInfoInScheduleOPartX

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY45547428BOY
EOY12158662EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY259493BOY
EOY356547EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY511367198BOY
EOY451548871EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY192327BOY
EOY181619EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY14928219BOY
EOY16711662EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis179270310LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec108727628LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY72128013BOY
EOY70542682EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY599689112BOY
EOY581086471EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY21551647BOY
EOY7848842EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY7662146BOY
EOY5645814EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1273325583BOY
EOY1146081170EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY74814946BOY
EOY76242137EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY5630827BOY
EOY4881347EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY742485000BOY
EOY733230000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY701741912BOY
EOY485228664EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1524672685BOY
EOY1299582148EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-251376092BOY
EOY-153531066EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY28990BOY
EOY30088EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-251347102BOY
EOY-153500978EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1273325583BOY
EOY1146081170EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses7511668ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-4062647ReconciliationUnrealizedInvest
Reconcilation Other Changes94397103ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (41 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
WFH - ALL SAINTS INC
39126498603falsetruetrue$38,056,680
WHEATON FRANCISCAN HOME HEALTH AND HOSPICE INC
39155942803falsetruetrue$776,244
WHEATON FRANCISCAN MEDICAL GROUP INC
39179158603falsetruetrue$8,828,916
WHEATON FRANCISCAN LABORATORIES INC
39170140209falsetruetrue$0
WFH PHARMACY ENT & FRAN WOODS INC
39161362409falsetruetrue$2,061,792
WFH - ST FRANCIS INC
39090774003falsetruetrue$17,440,860
WHEATON FRANCISCAN INC
39081685703falsetruetrue$50,507,868
WFH - TERRACE AT ST FRANCIS INC
39148677509falsetruetrue$0
WFH - FRANKLIN INC
56259286803falsetruetrue$5,462,376
MARIANJOY REHABILITATION HOSPITAL AND CLINICS INC
36268077603falsetruetrue$11,630,457
REHABILITATION MEDICINE CLINIC INC
36323679103falsetruetrue$0
CANTICLE MINISTRIES INC
36409183607falsetruetrue$0
RUSH OAK PARK HOSPITAL INC
36218381203falsetruetrue$0
SET MINISTRIES INC
39161827709falsetruetrue$0
ST CATHERINES HOSPITAL INC
39085507503falsetruetrue$0
UPENDO VILLAGE NFP
33100736809falsetruetrue$0
COVENANT MEDICAL CENTER INC
42126464703falsetruetrue$48,042,919
MERCY HOSPITAL OF FRANCISCAN SISTERS INC
42117840303falsetruetrue$0
NE IOWA REAL ESTATE INVESTMENTS LTD
4212074320falsetruetrue$0
SARTORI MEMORIAL HOSPITAL INC
42075890103falsetruetrue$0
ASSISI HOMES-BATAVIA APARTMENTS INC
36391408409falsetruetrue$0
ASSISI HOMES-COLONY PARK INC
36403927809falsetruetrue$0
ASSISI HOMES-CONSTITUTION HOUSE INC
36404915009falsetruetrue$0
ASSISI HOMES-JEFFERSON COURT INC
39177152609falsetruetrue$0
ASSISI HOMES-KENOSHA INC
39181481509falsetruetrue$0
ASSISI HOMES-SAXONY INC
39179049809falsetruetrue$0
ASSISI HOMES OF GURNEE INC
36394233609falsetruetrue$0
ASSISI HOMES OF ILLINOIS INC
36380344309falsetruetrue$0
ASSISI HOMES OF NEENAH INC
36376725009falsetruetrue$0
CANTICLE PLACE INC
36395785009falsetruetrue$0
CATHERINE MARIAN HOUSING INC
39165709809falsetruetrue$0
CLARE GARDENS
23720003909falsetruetrue$0
CLARE OF ASSISI HOMES-WESTMINSTER INC
74274097809falsetruetrue$0
DAYSPRING VILLA INC
36393390809falsetruetrue$0
FRANCIS HEIGHTS INC
84062617409falsetruetrue$0
MARIAN HOUSING CENTER INC
39151586709falsetruetrue$0
MARIAN PARK
36275010509falsetruetrue$0
RIDGEWAY PLACE INC
42141606409falsetruetrue$0
VILLA MARIA INC
84134786809falsetruetrue$0
VILLA ST CLARE INC
39176939509falsetruetrue$0
ASSISI HOMES-LASALLE MANOR INC
80062344709falsetruetrue$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs41TotalNumberOfSupportedOrgs
Sum Of Amounts182808112SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$61,723GrantsOtherOrganizationsAmount
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$0OtherActivitiesAmount
Total Lobbying Expenditures IIB61723TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYINGIdentifier
Return ReferenceSchedule C, Part II-B, LINE 1iReturnReference
ExplanationWheaton 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. Lobbying expenses incurred by each organization directly, are reflected on their respective IRS Form 990, and can be summarized as follows: Wheaton Franciscan Services, Inc. #36-3262111 $61,723 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $57,464 Wheaton Franciscan, Inc. #39-0816857 $17,376 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 $9,567 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $10,156 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $2,300 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $ 852 Marianjoy, Inc. #36-3483589 $5,035 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $14,507 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $5,035 Covenant Medical Center, Inc. #42-1264647 $26,692 Sartori Hospital, Inc. #42-0758901 $4,668 Mercy Hospital, Inc. #42-1178403 $2,069 TOTAL LOBBYING EXPENSES: $217,444Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2064696OtherCostOrOtherBasis
Book Value2064696BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis17151008OtherCostOrOtherBasis
Depreciation6499473Depreciation
Book Value10651535BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis148748572OtherCostOrOtherBasis
Depreciation101772663Depreciation
Book Value46975909BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis11306034OtherCostOrOtherBasis
Depreciation455492Depreciation
Book Value10850542BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings70542682TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (10 entries)

DescriptionDescriptionAmountAmount
BENEFIT RESTORATION PLAN$750,000
PENSION-MIN LIAB PER FAS87$136,712,456
DEFERRED COMPENSATION$32,768,637
FELICIAN SERVICES$28,000,000
GIFT ANNUITIES$72,143
DERIVATIVE SWAP VALUE ADJ$4,986,735
DUE TO/FROM RELATED ORGS$264,300,049
ORIGINAL ISSUE DISCOUNT 2003$158,576
ORIGINAL ISSUE DISCOUNT 2006A$10,752,763
ORIGINAL ISSUE DISCOUNT 2006B$6,727,305
FieldValueIRS element (for citing)
Total Of Amounts485228664TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt329279647TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-4062647NetUnrealizedGainsInvestments
Revenue Not Rptd F990-4062647RevenueNotRptdF990
Revenue Subtotal333342294RevenueSubtotal
Total Revenue Per Form990333342294TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt327646090TotExpensesEtcAuditedFinclStmt
Other Expenses Included3162965OtherExpensesIncluded
Expenses Not Rptd F9903162965ExpensesNotRptdF990
Expenses Subtotal324483125ExpensesSubtotal
Other Expenses Not Included1347501OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1347501ExpensesNotRptdOnFinStmt
Total Expenses Per Form990325830626TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierSupplemental InformationIdentifier
Return ReferenceSchedule D, Part XI, XIIReturnReference
ExplanationSchedule D Part XII Line 2d: Reverse PL/GL Premiums Paid (3,162,965) Schedule D Part XII Line 4b: Deduction for PL/GL Claims Paid 1,347,501Explanation

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Number Of Offices1NumberOfOffices
Number Of Employees2NumberOfEmployees
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConducted
Specific Services ProvidedFinancialSpecificServicesProvided
Total Expenditures2955400TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees2SubtotalNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Subtotal Amount Spent2955400SubtotalAmountSpent
Total Amount Spent2955400TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierSupplemental InfoIdentifier
Return ReferenceSchedule F, Part I, Line 3, Col fReturnReference
ExplanationContribution of capital $2,955,400Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
HOSPITAL SISTERS MISSION OUTREACH
PO BOX 1665SPRINGIELDIL62705352271729501(C)(3)20670Contribution
SCHOLARSHIP AMERICA Inc
PO BOX 240ST PETERMN56082237039405501(C)(3)15000SCHOLARSHIPS
Sharon Lynn Wilson Center for the Arts
19805 W Capital DriveBrookfieldWI53045391787648501(C)(3)10000SPONSORSHIP
City of Brookfield
2000 N Calhoun RoadBrookfieldWI53005396020813City of Brookfd10000Sponsorship
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants4TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSupplemental Information Schedule IIdentifier
Return ReferencePart I, Line 2ReturnReference
ExplanationWheaton 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. 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 along with acknowledgement receipts from sponsored organizations.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Payments For Use Of ResidenceXPaymentsForUseOfResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgBonus Filing OrgBonusFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Related OrgsBonusRelatedOrgsOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgs
Stephen Cardamone DO
Sr VP and Chief Medical Office60074625790013408794141628541114322193880
Richard Canter
Sr VP Strategy and Corp Affair523679289400165046506633021927670
Michael Lepore
Sr VP and Chief Operating Offi424695231500286143979624060748665
Jon Sohn
Sr VP and CFO Southeast Wiscon408238185700123964681326930680077
Brenda Bowers
System CNO & Sr VP Org Change23124887400133542511427531384647
James Gresham
Sr VP Continuing Care Services2256227370016932798456956403055
Wayne Frangesch
Sr VP Human Resources295210135400137663953818478502392
Therese Rocole
Sr VP Mission Services185448710009633346168293308990
Gregory Smith
Sr VP and Chief Info Officer3152901448001385722621730587730751
Coreen Dicus-Johnson
Sr VP Physician and Revenue Op330356154100112393778724588558070
Sarah Herzog
Asst Secretary30705013540091163428724425510278
John Oliverio
Secretary / Treasurer - Direct9802468688001018503153150638393084538
Kathleen Yosko
CEO Marianjoy33745763400149493712518613471544
Kenneth Buser
President South Market470168908002079453429288857924048
Debra Standridge
President North Market423689116100141334989527966631783
Daniel Mattes
President Central Market351938141800123785070727526584349
Jack Dusenbery
President / CEO Iowa391587219800102044817533859703625
Rita Hanson-Melzer MD
System Chief Medical Officer35948410120091181793116360504093

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSupplemental Information Schedule JIdentifier
Return ReferenceVariousReturnReference
ExplanationSchedule 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. Certain Officers were also provided housing during the current reporting period in the Milwaukee, Wisconsin area because these key leaders are required to be available at both the Wisconsin and Illinois corporate locations. This housing is paid for by Wheaton Franciscan Healthcare, and due to the nature of housing, may contain personal usage. Schedule J Part I Line 4a: Reportable compensation of Stephen Cardamone includes $193,880 in severance payments made during calendar year 2012. Schedule J Part I Line 4b: John Oliverio received a 2012 taxable payout of $993,744 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan. IRS Form 990 Part VII Section A Col F and Schedule J Part II Column D where applicable: Nontaxable benefits of Stephen Cardamone include $148,234 in accrued severance payments to be paid as wages in a future year. Nontaxable benefits of Kenneth Buser include $239,996 in accrued severance payments to be paid as wages in a future year.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
WISCONISN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
A39133785597710VMM72003-08-20115566221WHFA 2003A REVENUE BONDSfalsefalsefalse
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
B39133785597710VND62003-08-2075000000WHFA 2003B VRAT DEMAND REV BONDfalsefalsefalse
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
C39133785597710VP512006-11-14318938498WHFA 2006A REVENUE BONDSfalsefalsefalse
WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHOR
D39133785597710VT812006-12-12222445595WHFA 2006B REV & REFINANCE BONDfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A154700000115782615117034270011442190085097002002005truefalsetruetrue
B00753171660005214310074478569002004falsefalsetruetrue
C1305000003299583522317440100248883200202651722002008truefalsetruetrue
D7270000022244859918587483001490312000002006falsetruetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
Afalsetruetruetruetruetrue0.000000.000000.00000falsefalsefalsetrue
Bfalsetruetruetruetruetrue0.002900.000000.00290falsefalsefalsetrue
Cfalsetruetruetruetruetrue0.000000.000000.00000falsefalsefalsetrue
D0

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqsTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
0
Afalsefalsefalsetruefalsefalsefalse0falsetrue
0
Bfalsefalsefalsetruetruefalsefalse0falsetrue
0
CtruefalsefalsetrueMorgan Stanleyfalsetrue5.25true
0
DtruefalsefalsetrueSun Trustfalsetrue7.25true

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue
Dtrue

Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)

IdentifierIdentifierReturn ReferenceReturnReference
PLEASE SEE SCHEDULE O FOR SUPPLEMENTAL INFO REGARDING SCHEDULE K0
2003ARebate calculation was performed 8/20/13. No rebate amount due.
2003BBonds were in compliance with two year spending exception. No payment due.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN391337855IssuerEIN
CUSIP Number97710v3x4CUSIPNumber
Date Issued2007-07-31DateIssued
Issue Price64470800IssuePrice
Description Of PurposeWHFA 2007 REVENUE BONDSDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Amount Retired420000AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds64971770TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds443937IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures64025000CapitalExpenditures
Other Spent Proceeds0OtherSpentProceeds
Amount Unspent0AmountUnspent
Year Of Subst Completion2008YearOfSubstCompletion
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementstrueAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtytrueMngmentCntrctBondFinancdPrprty
Engage Bond Counsel ContractstrueEngageBondCounselContracts
Any Research AgreementstrueAnyResearchAgreements
Engage Bond Counsel ResearchtrueEngageBondCounselResearch
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Bond Iss Meet Prvt Security Pay TestfalseBondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed PropfalseChangeInUseBondFinancedProp
Remedial Action TakenfalseRemedialActionTaken
Non Qualified Bond Remed ProcdrstrueNonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledtrueForm8038TFiled
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC

Name Of GIC Provider NameOfGICProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvested
Written Proc To Monitor ReqstrueWrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective ActiontrueProcToUndertkCorrectiveAction

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Johnson ControlsSTEPHEN ROELL
WFSI BOARD MEMBER2198845PAYMENT For SERVICESfalse
KEYONA COLE Daughter-in-law Bowers
FAMILY MEMBER83751EMPLOYMENTfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSCHEDULE LIdentifier
Return ReferenceSUPPLEMENTAL INFORMATIONReturnReference
ExplanationSCH L PART IV LINE 1 Stephen Roell is Chairman/CEO, and 1% owner of Johnson Controls, an organization that has received payment for services from Wheaton Franciscan Healthcare organizations.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Supplemental Information to Form 990Schedule OPart V Line 1a and Part VII Section B Line 1-2: Effective for calendar year 2011 and beyond 1099-MISC reporting, Wheaton Franciscan Healthcare streamlined their reporting of IRS Forms 1099-MISC so that most 1099-MISC were 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 Line 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 Lines 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 Lines 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 Treasury and Risk Management 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 efling, the full board is provided access to all 990's throughout the system 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 prior to efiling via an online portal. Part VI Section B Lines 12a - 12c: 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 ContinuedSchedule OPart VI Section B Lines 15a - 15b: The compensation of the CEO of Wheaton Franciscan Services Inc. (WFSI) and other officers and key employees of the filing organization is reviewed and approved on an annual basis by the Executive Committee of the WFSI 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 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), the parent corporation of Wheaton Franciscan Healthcare and Franciscan Ministries affiliates 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 $ (3,162,965) Deduction for PL/GL Claims Paid 1,347,501 WFIC-Return of Capital (7,496,845) Chg in Eq Tnfr Pension 103,708,315 Chg in Interfund Transfers 1,098 Rounding (1) Other Changes in Net Assets of Fund Balances $ 94,397,103 Schedule K, Part I, Column F Description of Purpose Ln A Proceeds were used to construct, renovate and equip health care facilities used by the borrower and certain related corporations, to refund series 1991 bonds, to establish a debt service reserve fund and to pay certain costs in connection with the issuance of the series 2003A bonds. Ln B 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. Ln C 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. Ln D 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. Ln E 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. 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

Form990 Schedule R Part II Form990ScheduleRPartII (62 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
WFH - SOUTHEAST WISCONSIN INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212391568865HOLDING COIL501(c)(3)11 - III-FIWFSItrue
WFH - ALL SAINTS INC
3801 SPRING STREETRACINEWI53405391264986HOSPITALWI501(c)(3)3WFH-SE WIfalse
WFH - ALL SAINTS FOUNDATION INC
3805B SPRING STREETRACINEWI53405391570877FOUNDATIONWI501(c)(3)11 - IWFH-AS INCfalse
VOLUNTEERS IN PTNRSHIP WITH WFH-AS INC
3807 SPRING STREETRACINEWI53405930838390FOUNDATIONWI501(c)(3)11 - III-OWFH-AS INCfalse
WFH - CIRCLE OF LIFE FOUNDATION INC
4300 WEST BROWN DEER RD STE 250BROWN DEERWI53223562426294FOUNDATIONWI501(c)(3)11 - IWFH-PEfalse
WHEATON FRAN HOME HEALTH & HOSPICE INC
3070 NORTH 51ST STREET STE 406MILWAUKEEWI53210391559428HOME HLTHWI501(c)(3)3WFH-SE WIfalse
WHEATON FRANCISCAN MEDICAL GROUP INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212391791586MED GROUPWI501(c)(3)3WFH-SE WIfalse
WHEATON FRANCISCAN -ELMBROOK FNDN
19333 WEST NORTH AVENUEBROOKFIELDWI53045392028808FOUNDATIONWI501(c)(3)11 - IWF INCfalse
WHEATON FRANCISCAN LABORATORIES INC
3237 SOUTH 16TH STREETMILWAUKEEWI53215391701402LABORATORYWI501(c)(3)9WFH-SE WIfalse
WFH PHARMACY ENT AND FRAN WOODS INC
19525 WEST NORTH AVENUEBROOKFIELDWI53005391613624PHARMACYWI501(c)(3)9WFH-SE WIfalse
WFH - ST FRANCIS INC
3237 SOUTH 16TH STREETMILWAUKEEWI53215390907740HOSPITALWI501(c)(3)3WFH-SE WIfalse
WF - ST JOSEPH FOUNDATION INC
5000 WEST CHAMBERS STREETMILWAUKEEWI53210391636804FOUNDATIONWI501(c)(3)11 - IWF INCfalse
WHEATON FRANCISCAN INC
5000 WEST CHAMBERS STREETMILWAUKEEWI53210390816857HOSPITALWI501(c)(3)3WFH-SE WIfalse
WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC
3237 SOUTH 16TH STREETMILWAUKEEWI53215320135258FOUNDATIONWI501(c)(3)11 - IWFH-SFHfalse
WFH - TERRACE AT ST FRANCIS INC
3200 SOUTH 20TH STREETMILWAUKEEWI53215391486775NURSING HOMEWI501(c)(3)9WFH-SE WIfalse
WFH - FRANKLIN INC
10101 SOUTH 27TH STREETFRANKLINWI53132562592868HOSPITALWI501(c)(3)3WFH-SE WIfalse
WHEATON WAY CONDO OWNERS ASSCN INC
10101 SOUTH 27TH STREETFRANKLINWI53132300659830CONDO ASSCNWIN/AN/AWFH-FRKLNfalse
METRO PHYSICIANS INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212943436893MED GROUPWI501(c)(3)3WFMGfalse
MARIANJOY INC
26 W 171 ROOSEVELT RDWHEATONIL60187363483589HOLDING COIL501(c)(3)11 - III-FIWFSItrue
MARIANJOY FOUNDATION INC
26 W 171 ROOSEVELT RDWHEATONIL60187352165613FOUNDATIONIL501(c)(3)7MJ HOSPfalse
MARIANJOY REHAB CENTER AUXILIARY INC
26 W 171 ROOSEVELT RDWHEATONIL60187363896976AUXILIARYIL501(c)(3)11 - IMJ HOSPfalse
MARIANJOY REHAB HOSPITAL & CLINICS INC
26 W 171 ROOSEVELT RDWHEATONIL60187362680776REHAB HOSPITAIL501(c)(3)3MARIANJOYfalse
REHABILITATION MEDICINE CLINIC INC
26 W 171 ROOSEVELT RDWHEATONIL60187363236791MEDICAL GRPIL501(c)(3)3MARIANJOYfalse
OSF SERVICES INC
PO Box 667WHEATONIL601870667391471463HOLDING COWI501(c)(3)11 - III-FIWFSItrue
CANTICLE MINISTRIES INC
PO Box 667WHEATONIL601870667364091836HOUSING/ADVCYIL501(c)(3)7OSF SVCS INCfalse
FRANCISCAN SISTERS CHARITABLE FUND OF CO
2626 OSCEOLA STREETDENVERCO80212840733072AUXILIARYCO501(c)(3)7OSF SVCS INCfalse
RUSH OAK PARK HOSPITAL INC
520 SOUTH MAPLE AVENUEOAK PARKIL60304362183812HOSPITALIL501(c)(3)3OSF SVCS INCfalse
SET MINISTRY INC
2977 NORTH 50TH STREETMILWAUKEEWI53210391618277SOCIAL WORKWI501(c)(3)9OSF SVCS INCfalse
ST CATHERINE'S HOSPITAL INC
9555 76TH STREETPLEASANT PRAIRIEWI53158390855075HOSPITALWI501(c)(3)3OSF SVCS INCfalse
SYNERGON HEALTH SYSTEM INC (2)
520 SOUTH MAPLE AVENUEOAK PARKIL60304363739067HOSPITALIL501(c)(3)3NONEfalse
UHS INC (3)
6308 EIGHTH AVENUEKENOSHAWI53143391956749HOSPITALWI501(c)(3)3NONEfalse
UPENDO VILLAGE NFP
PO Box 667WHEATONIL601870667331007368HIV SUPPORTIL501(c)(3)9OSF SVCS INCfalse
WFH - IOWA INC
3421 WEST NINTH STREETWATERLOOIA50702421177001HOLDING COIA501(c)(3)11 - III-FIWFSItrue
COVENANT FOUNDATION INC
3421 WEST NINTH STREETWATERLOOIA50702421295784FOUNDATIONIA501(c)(3)9COV MED CTRfalse
COVENANT MEDICAL CENTER INC
3421 WEST NINTH STREETWATERLOOIA50702421264647HOSPITALIA501(c)(3)3WFH-IOWAfalse
MERCY HOSPITAL OF FRANCISCAN SISTERS INC
3421 WEST NINTH STREETWATERLOOIA50702421178403HOSPITALIA501(c)(3)3WFH-IOWAfalse
NE IOWA REAL ESTATE INVESTMENTS LTD
3421 WEST NINTH STREETWATERLOOIA50702421207432HOLDING COIA501(c)(2)N/AWFH-IOWAfalse
SARTORI HEALTH CARE FOUNDATION INC
3421 WEST NINTH STREETWATERLOOIA50702421240996FOUNDATIONIA501(c)(3)11 - ISARTORI HOSPfalse
SARTORI MEMORIAL HOSPITAL INC
515 COLLEGE STREETCEDAR FALLSIA50613420758901HOSPITALIA501(c)(3)3WFH-IOWAfalse
FRANCISCAN MINISTRIES INC
26W171 ROOSEVELT ROADWHEATONIL601870667363259684HOLDING COIL501(c)(3)11 - III-FIWFSItrue
ASSISI HOMES - BATAVIA APARTMENTS INC
1259 EAST WILSON STREETBATAVIAIL60510363914084HOUSINGIL501(c)(3)9FMIfalse
ASSISI HOMES - COLONY PARK INC
550 EAST THORNHILL DRIVECAROL STREAMIL60188364039278HOUSINGIL501(c)(3)9FMIfalse
ASSISI HOMES - CONSTITUTION HOUSE INC
401 NORTH CONSTITUTION DRIVEAURORAIL60506364049150HOUSINGIL501(c)(3)9FMIfalse
ASSISI HOMES - JEFFERSON COURT INC
415 EAST KNAPP STREETMILWAUKEEWI53202391771526HOUSINGWI501(c)(3)9FMIfalse
ASSISI HOMES - KENOSHA INC
1860 27TH AVENUEKENOSHAWI53140391814815HOUSINGWI501(c)(3)9FMIfalse
ASSISI HOMES - SAXONY INC
1876 22ND AVENUEKENOSHAWI53140391790498HOUSINGWI501(c)(3)9FMIfalse
ASSISI HOMES OF GURNEE INC
3495 WEST GRAND AVENUEGURNEEIL60031363942336HOUSINGIL501(c)(3)9FMIfalse
ASSISI HOMES OF ILLINOIS INC
2126 WEST ROOSEVELT ROADWHEATONIL60187363803443HOUSINGIL501(c)(3)9FMIfalse
Assisi HOMES OF NEENAH INC
210 BYRD AVENUENEENAHWI54946363767250HOUSINGWI501(c)(3)9FMIfalse
CANTICLE PLACE INC
26W171 ROOSEVELT ROADWHEATONIL601870667363957850HOUSINGIL501(c)(3)9FMIfalse
CATHERINE MARIAN HOUSING INC
806 SOUTH WISCONSIN AVENUERACINEWI53403391657098HOUSINGWI501(c)(3)9FMIfalse
CLARE GARDENS INC
2626 OSCEOLA STREETDENVERCO80212237200039HOUSINGCO501(c)(3)9FMIfalse
CLARE OF ASSISI HOMES-WESTMINSTER INC
2451 WEST 82ND PLACEWESTMINSTERCO80031742740978HOUSINGCO501(c)(3)9FMIfalse
DAYSPRING VILLA INC
3777 WEST 26TH AVENUEDENVERCO80211363933908HOUSINGCO501(c)(3)9FMIfalse
FRANCIS HEIGHTS INC
2626 OSCEOLA STREETDENVERCO80212840626174HOUSINGCO501(c)(3)9FMIfalse
FRANCISCAN MINISTRIES COMMUNITY FNDN INC
26W171 ROOSEVELT ROADWHEATONIL601870667364456204FOUNDATIONIL501(c)(3)11 - IIFMIfalse
MARIAN HOUSING CENTER INC
4105 SPRING STREETRACINEWI53405391515867HOUSINGWI501(c)(3)9FMIfalse
MARIAN PARK INC
2126 WEST ROOSEVELT ROADWHEATONIL60187362750105HOUSINGIL501(c)(3)9FMIfalse
RIDGEWAY PLACE INC
155 EAST RIDGEWAY AVENUEWATERLOOIA50702421416064HOUSINGIA501(c)(3)9FMIfalse
VILLA MARIA INC
2461 WEST 82ND PLACEWESTMINSTERCO80031841347868HOUSINGCO501(c)(3)9FMIfalse
VILLA ST CLARE INC
130 BYRD AVENUENEENAHWI54946391769395HOUSINGWI501(c)(3)9FMIfalse
ASSISI HOMES LASALLE MANOR INC
26W171 ROOSEVELT ROADWHEATONIL601890795800623447HOUSINGIL501(c)(3)9FMIfalse

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1SRLM LTD PSHP(1)BusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 667AddressLine1
CityWHEATONCity
StateILState
ZIP Code60187ZIPCode
FieldValueIRS element (for citing)
EIN363811835EIN
Primary ActivityHOUSINGPrimaryActivity
Legal Domicile StateILLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SRLM INCBusinessNameLine1
FieldValueIRS element (for citing)
Code V$0CodeVAmount

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityControlled OrgControlledOrgLegal Domicile Foreign CountryLegalDomicileForeignCountryShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
WHEATON FRANCISCAN ENTERPRISES INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212391985204HOLDING COWIWF HOLDINGS INCC CORPfalse
WHEATON FRANCISCAN HOLDINGS INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212391836357HOLDING COWIWFH-SE WIC CORPfalse
WHEATON FRANCISCAN MED GRP-SUSSEX INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212391361100MED GROUPWIWF HOLDINGS INCC CORPfalse
WHEATON FRANCISCAN PROVIDER NETWORK INC
400 WEST RIVER WOODS PARKWAYGLENDALEWI53212391952140PROVDR CONTRACTWIWFH-SE WIC CORPfalse
WHEATON FRANCISCAN INSURANCE COMPANY
980691609FINANCIALWFSItrueUK2955432396647731.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
WFH-SE WI INC
A(I)11650000LOAN SCH
WFH-IOWA INC
A(I)653188LOAN SCH
MARIANJOY INC
A(I)1680467LOAN SCH
WFH-SE WI INC
D50000000LOAN SCH
WFH-IOWA INC
D1917236LOAN SCH
MARIANJOY INC
D720542LOAN SCH
WFH SE-WI INC
P224212788CORP ASSESS
WFH-IOWA INC
P48042919CORP ASSESS
MARIANJOY INC
P11630457CORP ASSESS
FRANCISCAN MINISTRIES INC
P821083CORP ASSESS
WHEATON FRANCISCAN INSURANCE COMPANY
Q2955400FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierSchedule RIdentifier
Return ReferenceSupplemental Information-FootnotesReturnReference
Explanation(1) Starved Rock - LaSalle Manor, Ltd Partnership was terminated on 02/11/2013, and as such, this is the last fiscal year the organization 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".Explanation