FROEDTERT THEDACARE HEALTH INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FROEDTERT THEDACARE HEALTH INC (EIN 39-2014409)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201441289349300429
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T11:18:34-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 W Nationwide Blvd Suite 500 | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392014409 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROEDTERT HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FROE | NameControl |
| Phone | 4147770960 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W Wisconsin Avenue | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Scott R Hawig | Name |
| Title | CFO | Title |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jacobson Catherine A | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W Wisconsin Ave | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 269277129 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.froedtert.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | Advance the missions of Froedtert Memorial Lutheran Hospital, Community Memorial Hospital, St. Joseph's Hospital, Froedtert Physician Partners and West Bend Clinic and, in collaboration with physicians and others, enhance the well-being of the individuals and communities it serves. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 889 | TotalNbrEmployees |
| Total Gross UBI | 100885 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 99885 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 229764300 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 254480649 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 264711 | InvestmentIncomePriorYear |
| Investment Income Current Year | 405757 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14140967 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14390723 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 244169978 | TotalRevenuePriorYear |
| Total Revenue Current Year | 269277129 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 150800757 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 157562081 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 79506471 | OtherExpensePriorYear |
| Other Expenses Current Year | 97774501 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 230307228 | TotalExpensesPriorYear |
| Total Expenses Current Year | 255336582 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13862750 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13940547 | RevenuesLessExpensesCY |
| Total Assets BOY | 195096567 | TotalAssetsBOY |
| Total Assets EOY | 176921945 | TotalAssetsEOY |
| Total Liabilities BOY | 139039013 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 138560698 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56057554 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38361247 | NetAssetsOrFundBalancesEOY |
| Mission Description | Froedtert Health advances the health of the communities we serve through exceptional care enhanced by innovation and discovery. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 96537318 | Expense |
| Revenue | 96537318 | Revenue |
| Description | Human Resource/Staff Support to Froedtert Memorial Lutheran Hospital, Inc., Community Memorial Hospital of Menomonee Falls, Inc., St. Joseph's Hospital of West Bend, Inc., Froedtert Physician Partners, Inc. and West Bend Clinic, Inc. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 91075166 | Expense |
| Revenue | 101787773 | Revenue |
| Description | Other management services in support of Froedtert Memorial Lutheran Hospital, Inc., Community Memorial Hospital of Menomonee Falls, Inc., St. Joseph's Hospital of West Bend, Inc., Froedtert Physician Partners, Inc. and West Bend Clinic, Inc. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 56155558 | Expense |
| Revenue | 56155558 | Revenue |
| Description | Information Technology support to Froedtert Memorial Lutheran Hospital, Inc., Community Memorial Hospital of Menomonee Falls, Inc., St. Joseph's Hospital of West Bend, Inc., Froedtert Physician Partners, Inc. and West Bend Clinic, Inc. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 243768042 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 351 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 889 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David Dirksmeyer | NamePerson |
| Telephone Number | 4147770960 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N74W12501 Leatherwood Ct | AddressLine1 |
| City | Menomonee Falls | City |
| State | WI | State |
| ZIP Code | 53051 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Petasnick William D | |||||||||
| Director&VChair | 50.00 | 0.00 | X | X | 933049 | 0 | 25120 | ||
| Lubar David J | |||||||||
| Dir&Chair | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| Jacobson Catherine A | |||||||||
| Dir&FH Pres/CEO | 45.00 | 6.00 | X | X | 1001826 | 0 | 179860 | ||
| Steiner Kevin | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Schlifske John E | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Schepp Richard D | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Rappe Kristine A | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Pieters Robert B | |||||||||
| Director | 1.00 | 1.00 | X | 0 | 0 | 0 | |||
| Murphy John P | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Meehan Dr Mary J | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Mecklenburg Gary A | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Mahoney Michael P | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Larson David N | |||||||||
| Director | 1.00 | 1.00 | X | 0 | 0 | 0 | |||
| Fernandez Andre | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Dix Ronald H | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Calaway Tonit | |||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Becker Richard C | |||||||||
| Director | 1.00 | 1.00 | X | 0 | 0 | 0 | |||
| Bechthold Kurt D | |||||||||
| Director | 1.00 | 1.00 | X | 0 | 0 | 0 | |||
| Bast Ronald R | |||||||||
| Director | 1.00 | 2.00 | X | 0 | 0 | 0 | |||
| Van De Kreeke Jeffrey | |||||||||
| FH CFO | 45.00 | 6.00 | X | 428725 | 0 | 85514 | |||
| Hawig Scott | |||||||||
| FH CFO, Treas | 45.00 | 6.00 | X | 229597 | 0 | 10354 | |||
| Eastham Catherine Mode | |||||||||
| Sec&Sr VP | 40.00 | 1.00 | X | 394649 | 0 | 107543 | |||
| Wolbert Mary | |||||||||
| Chief Compliance Officer | 40.00 | 0.00 | 237887 | 0 | 47315 | X | |||
| Runge Charles W | |||||||||
| Sr VP, Planning & Service Line Mngt | 40.00 | 0.00 | 327307 | 0 | 72739 | X | |||
| Pollard Dennis M | |||||||||
| Chief Operating Officer | 45.00 | 2.00 | 553415 | 0 | 111706 | X | |||
| Olson David | |||||||||
| Chief Strategy Officer | 50.00 | 3.00 | 360928 | 0 | 66767 | X | |||
| DeGrand Robert | |||||||||
| Chief Information Officer | 40.00 | 1.00 | 400374 | 0 | 89989 | X | |||
| Balzer John A | |||||||||
| VP Facility Planning & Development | 40.00 | 0.00 | 303176 | 0 | 70187 | X | |||
| Allen Robert Keith | |||||||||
| Chief Human Resources Officer | 40.00 | 0.00 | 294858 | 0 | 32950 | X | |||
| Klauck James | |||||||||
| VP Supp Chain/Phar | 40.00 | 0.00 | 277121 | 0 | 72080 | X | |||
| Malzewski Michael | |||||||||
| AVP Finance | 40.00 | 0.00 | 243040 | 0 | 39534 | X | |||
| Perlewitz Kathleen | |||||||||
| VP Marketing | 40.00 | 0.00 | 256541 | 0 | 57381 | X | |||
| Preussing Peter S | |||||||||
| Sr Adv to CEO | 40.00 | 2.00 | 548869 | 0 | 35499 | X | |||
| Ruff Patricia A | |||||||||
| VP Clin Integratn | 40.00 | 0.00 | 322748 | 0 | 51204 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7114110 | TotalReportableCompFromOrg |
| Total Other Compensation | 1155742 | TotalOtherCompensation |
| Number Individuals GT100 K | 171 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Medical College of WI | |||||
| 9200 W Wisconsin Avenue | Milwaukee | WI | 53226 | Professional Service | 3476825 |
| Maxit Healthcare LLC | |||||
| 129 Penn Street | Westfield | IN | 46074 | Prof Personnel | 1163024 |
| Goodwill Industries | |||||
| PO Box 78564 | MILWAUKEE | WI | 532780564 | Document destruction | 2205895 |
| GE Medical System Information Technologies | |||||
| 5517 Collections Center Dr | Chicago | IL | 60693 | Professional Service | 3455768 |
| Fresenius Management Services Inc | |||||
| 16343 Collections Center Drive | Chicago | IL | 60693 | Professional Service | 1745266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 51 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Other Management Support | 541900 | 101787773 | 101787773 |
| Info Tech Support | 518210 | 56155558 | 56155558 |
| Human Resources Support | 561300 | 96537318 | 96537318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 254480649 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 405757 | TotalRevenueColumn |
| Exclusion | $405,757 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Joint Venture Investments | Description |
| Business Code | 621500 | BusinessCode |
| Total Revenue Column | 14390723 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14289838 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 100885 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14390723 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 269277129 | TotalRevenueColumn |
| Related Or Exempt Function Income | 268770487 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 100885 | UnrelatedBusinessRevenue |
| Exclusion | $405,757 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5629664 | Total |
| Program Services | 5629664 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60941220 | Total |
| Program Services | 60941220 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27098691 | Total |
| Program Services | 27098691 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59525085 | Total |
| Program Services | 59525085 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4367421 | Total |
| Program Services | 4367421 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1671221 | Total |
| Management And General | 1671221 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354391 | Total |
| Management And General | 354391 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24409980 | Total |
| Program Services | 24409980 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8404306 | Total |
| Program Services | 8404306 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1260213 | Total |
| Program Services | 1260213 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3211086 | Total |
| Program Services | 3211086 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167867 | Total |
| Program Services | 167867 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467232 | Total |
| Program Services | 467232 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4595889 | Total |
| Program Services | 4595889 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10159507 | Total |
| Program Services | 10159507 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5254121 | Total |
| Program Services | 5254121 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| Administrative Expenses | 3497468 | 3497468 | |
| Utilities | 3681498 | 3681498 | |
| Repair & Maintenance | 4107457 | 4107457 | |
| Software Licenses & Training | 21249997 | 21249997 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5282268 | Total |
| Program Services | 2918306 | ProgramServices |
| Management And General | 2363962 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255336582 | Total |
| Program Services | 243768042 | ProgramServices |
| Management And General | 11568540 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9853990 | BOY |
| EOY | 17644254 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3040332 | BOY |
| EOY | 3946142 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55132838 | BOY |
| EOY | 7277920 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4885473 | BOY |
| EOY | 3999452 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 136396932 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33290480 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93704287 | BOY |
| EOY | 103106452 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85533 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23676982 | BOY |
| EOY | 35668556 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4717132 | BOY |
| EOY | 5279169 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195096567 | BOY |
| EOY | 176921945 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76469746 | BOY |
| EOY | 74834486 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62569267 | BOY |
| EOY | 63726212 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139039013 | BOY |
| EOY | 138560698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56057554 | BOY |
| EOY | 38361247 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56057554 | BOY |
| EOY | 38361247 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195096567 | BOY |
| EOY | 176921945 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13940547 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -31636854 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (5 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Froedtert Physician Partners Inc | |||||
| 272042610 | Clinic | false | true | true | $12,726,378 |
| West Bend Clinic Inc | |||||
| 392034294 | Hospital | true | true | true | $8,154,785 |
| St Josephs Community Hospital | |||||
| 390806302 | Hospital | true | true | true | $17,379,455 |
| Community Memorial Hospital of MF | |||||
| 390987025 | Hospital | true | true | true | $37,441,536 |
| Froedtert Memorial Lutheran Hospita | |||||
| 396105970 | Hospital | true | true | true | $159,352,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 5 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 235054319 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $1,335 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 1335 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| Explanation | Section Part II-B Included is direct State lobbying and expenses, and a small amount of direct Federal lobbying. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 931056 | OtherCostOrOtherBasis |
| Book Value | 931056 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7093265 | OtherCostOrOtherBasis |
| Depreciation | 2304543 | Depreciation |
| Book Value | 4788722 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11172535 | OtherCostOrOtherBasis |
| Depreciation | 2722868 | Depreciation |
| Book Value | 8449667 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51428257 | OtherCostOrOtherBasis |
| Depreciation | 20677746 | Depreciation |
| Book Value | 30750511 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65771819 | OtherCostOrOtherBasis |
| Depreciation | 7585323 | Depreciation |
| Book Value | 58186496 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 103106452 | TotalOfBookValueLandBuildings |
| Total Of Book Value Program Related | 35668556 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | North Hills Capital Lease | Description |
| Amount | $63,726,212 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 63726212 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X | Identifier |
| Return Reference | Part X : FIN48 Footnote | ReturnReference |
| Explanation | Froedtert Health, Inc. applies ASC No. 740, Income Taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. ASC No. 740 prescribes a more-likely than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC No. 740, tax positions will be evaluated for recognition, derecognition, and measurement using consistent criteria and will provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2013 and 2012, Froedtert Health does not have an asset or liability recorded for unrecognized tax positions. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|
| Wolbert Mary | ||||||
| Chief Compliance Officer | 182064 | 51709 | 4114 | 33259 | 14056 | 285202 |
| Van De Kreeke Jeffrey | ||||||
| FH CFO | 291459 | 110009 | 27257 | 73475 | 12039 | 514239 |
| Runge Charles W | ||||||
| Sr VP, Planning & Service Line Mngt | 222568 | 83023 | 21716 | 68925 | 3814 | 400046 |
| Ruff Patricia A | ||||||
| VP Clin Integratn | 244310 | 67301 | 11137 | 37475 | 13729 | 373952 |
| Preussing Peter S | ||||||
| Sr Adv to CEO | 389157 | 113061 | 46651 | 14700 | 20799 | 584368 |
| Pollard Dennis M | ||||||
| Chief Operating Officer | 384853 | 140997 | 27565 | 84473 | 27233 | 665121 |
| Petasnick William D | ||||||
| Director&VChair | 320933 | 560820 | 51296 | 15925 | 9195 | 958169 |
| Perlewitz Kathleen | ||||||
| VP Marketing | 197727 | 55240 | 3574 | 32837 | 24544 | 313922 |
| Olson David | ||||||
| Chief Strategy Officer | 283065 | 75655 | 2208 | 37333 | 29434 | 427695 |
| Malzewski Michael | ||||||
| AVP Finance | 240189 | 2851 | 12945 | 26589 | 282574 | |
| Klauck James | ||||||
| VP Supp Chain/Phar | 212874 | 61331 | 2916 | 45065 | 27015 | 349201 |
| Jacobson Catherine A | ||||||
| Dir&FH Pres/CEO | 698373 | 298671 | 4782 | 150975 | 28885 | 1181686 |
| Hawig Scott | ||||||
| FH CFO, Treas | 214150 | 9601 | 5846 | 10354 | 239951 | |
| Eastham Catherine Mode | ||||||
| Sec&Sr VP | 286606 | 83669 | 24374 | 73515 | 34028 | 502192 |
| DeGrand Robert | ||||||
| Chief Information Officer | 302316 | 84086 | 13972 | 68070 | 21919 | 490363 |
| Balzer John A | ||||||
| VP Facility Planning & Development | 212089 | 63702 | 27385 | 51905 | 18282 | 373363 |
| Allen Robert Keith | ||||||
| Chief Human Resources Officer | 224850 | 58125 | 11883 | 15500 | 17450 | 327808 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part III, Additional Information | Part III, Additional Information | Part II, Column (B)(ii): Bonus and incentive compensation amounts include incentive compensation and amounts paid to individuals in lieu of participation in 457(f) deferred compensation plan for the purchase of benefits. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. | Health club membership subsidy/discount is a benefits program applicable to all employees and is outlined in the benefit program documents. Dining Club memberships for Executives are for business purposes only, with all expenses substantiated by receipts and approvals. All amounts included in taxable compensation as required. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Wisconsin Health and Educational Facilities Authority | ||||||||
| D | 391337855 | 97710B6D9 | 2012-10-11 | 167195354 | See Schedule O | false | false | false |
| Wisconsin Health and Educational Facilities Authority | ||||||||
| C | 391337855 | 97710BMG4 | 2009-10-22 | 191503878 | See Schedule O | false | false | false |
| Wisconsin Health and Educational Facilities Authority | ||||||||
| B | 391337855 | 97710BGN6 | 2009-02-18 | 188100000 | See Schedule O | false | false | false |
| Wisconsin Health and Educational Facilities Authority | ||||||||
| A | 391337855 | 97710VXU7 | 2005-05-26 | 209223121 | See Schedule O. | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Working Capital ExpendituresWorkingCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Credit EnhancementCreditEnhancement | Capitalized InterestCapitalizedInterest |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 166918306 | 48639852 | 1689952 | 3099692 | 113488809 | true | true | false | true | ||||||
| C | 191795175 | 2228878 | 103906943 | true | false | true | true | 10670000 | 169354 | 85490000 | 2013 | ||||
| B | 188100027 | 1854717 | true | false | true | true | 8255000 | 185610439 | 634871 | ||||||
| A | 216400652 | 940126 | 63951385 | true | true | true | true | 207790000 | 148481609 | 2008 | 1927939 | 1099593 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|---|---|
| D | false | true | false | true | false | false | true | ||
| C | false | true | false | true | false | false | true | 0.00100 | 0.00100 |
| B | false | false | false | true | false | false | true | 0.00200 | 0.00200 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NA | ||||||||||||
| D | false | false | false | false | false | NA | false | true | ||||
| NA | ||||||||||||
| C | false | false | false | false | false | NA | false | true | ||||
| Morgan Stanley Capital | ||||||||||||
| B | false | false | true | true | false | NA | false | true | false | 26.1000 | true | false |
| Morgan Stanley | ||||||||||||
| A | false | false | true | true | false | NA | false | true | false | 26.5000 | true | true |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| D | true |
| C | true |
| B | true |
| A | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part VI | ReturnReference |
| Explanation | Explanation of differences between Part I,column(e)Issue Price and Part II, line 3 Total Proceeds of Issue. Bond A: Investment earnings $6,329,633 plus transfers from other funds $847,898; Bond B: Investment earnings $27; Bond C: Investment earnings $291,297;Bond D: Investment losses $277,049.Part II, Line 11 Columns A,B & C: The other spent proceeds relate to the refunding proceeds of the issues. These proceeds are no longer in escrow so they are not listed on Line 6.Part IV, Line 2c Column A: A rebate calculation was performed on 10/1/11; Column B: A rebate calculation was performed on 10/1/11. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Schedule K, Part I, D | Bond issue provided funds to refund prior bond issues with issue dates of May 26, 2005 and December 16, 2005 - and to pay for and reimburse costs associated with the acquisition, improvement and equipping of the various hospitals, clinics and related facilities of Froedtert Memorial Lutheran Hospital, Community Memorial Hospital, St. Joseph's Hospital and Froedtert Physician Partners. Froedtert Memorial Lutheran Hospital constructed a four-floor North Tower hospital addition, purchased a Cancer Center Condominium Unit and built out certain Clinical Cancer Center space. St. Joseph's Community Hospital of West Bend constructed the new Kraemer Cancer Center. Community Memorial Hospital built out two shelled-in operating rooms, expanded recovery, ambulatory surgery and patient holding areas and replaced a linear accelerator. Other projects included replacement of certain surgical, imaging, medical and information technology equipment and Froedtert Physician Partners renovation and remodeling. | |
| Schedule K, Part I, C | Bond issue provided funds to refund prior bond issue dated May 26, 2005. | |
| Schedule K, Part I, B | Bond issue provided funds to refund prior bond issues with issue dates of July 14, 1994, July 20, 1999 and September 26, 2001 - and to pay for costs associated with the acquisition, improvement and equipping of the various hospitals, clinics and related facilities of Froedtert Memorial Lutheran Hospital and Community Memorial Hospital. Froedtert Memorial Lutheran Hospital constructed a new cancer facility and expanded and remodeled its emergency department. Community Memorial Hospital renovated its mental health unit. | |
| Schedule K, Part I, A | Bond issue provided funds for acquisition, construction and equipping of a replacement hospital. | |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Transfer to affiliates = -$31636854 | Form 990, Part XI, Line 9 |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Financial information: The Froedtert Health quarterly financial information is made available to the public online through the Digital Assurance Corporation, Inc. website. Anyone can register to receive ongoing access to and notifications regarding financial statements at the online website.Governing Documents and COI Policy: Documents are available to the public through the corporate office upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | In establishing the compensation of the organizations CEO/Top Management, independent compensation consultants are utilized, compensation studies are completed to gather comparative data, persons with a conflict of interest regarding the compensation arrangements at issue are not involved in the decision making process, and amounts are reviewed and approved by the Compensation Committee of the Board of Directors.In addition, there is contemporaneous documentation and record keeping for deliberations and decisions regarding the compensation arrangements. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | On an annual basis all officers, directors, trustees, key employees are required to complete a conflict of interest disclosure document. The data is compiled, and the Vice President - Chief Compliance Officer (CCO), the Senior Vice President - General Counsel and/or delegate will review all forms and notifications to determine if any conflicts of interest exist in the disclosure documents. If it is determined that a conflict of interest exists, then the person making the disclosure shall be relieved of his/her obligations on behalf of Froedtert Health with respect to the transaction or arrangement that creates the conflict of interest. A report of all conflicts of interest will be made by the CCO at least once annually to the Froedtert Health Finance Committee of the Board of Directors. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Froedtert Health, Inc. accounting staff prepare Form 990 which is reviewed by the Froedtert Health financial leaders and legal counsel. The 990 is then reviewed by KPMG, Froedtert Health's outside accounting firm. Next, the 990 is provided to the Froedtert Health Finance Committee and Board of Directors. Finally, the 990 is filed as required. | Form 990, Part VI, Line 11b |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | John Schlifske and Richard Schepp - Business RelationshipDavid Lubar and John Schlifske - Business RelationshipKurt Bechthold and David Lubar - Business Relationship | Form 990, Part VI, Line 2 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Bend Surgery Center LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1710 Vogt Drive | AddressLine1 |
| City | West Bend | City |
| State | WI | State |
| ZIP Code | 53095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391954169 | EIN |
| Primary Activities | Surgical Services | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Bend Clinic Inc | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Froedtert Physician Partners Inc | ||||||||||
| 9200 W Wisconsin Ave | Milwaukee | WI | 53226 | 272042610 | Health Care Services | WI | 501 (c)(3) | 3 | Froedtert Health Inc | true |
| Community Outpatient Health ServicesInc | ||||||||||
| W180 N8085 Town Hall Road | Menomonee Falls | WI | 53051 | 391743056 | Outpatient Medical and Dental Services | WI | 501 (c)(3) | 3 | Community Memorial Hospital of MF Inc | false |
| Community Memorial Foundation of MF Inc | ||||||||||
| W180 N8085 Town Hall Road | Menomonee Falls | WI | 53051 | 391635057 | Health and Welfare Promotion | WI | 501 (c)(3) | Ln 11, Type 1 | Community Memorial Hospital of MF Inc | false |
| Froedtert Hospital Foundation Inc | ||||||||||
| 9200 West Wisconsin Avenue | Milwaukee | WI | 532263596 | 391431192 | Health, Welfare, Research and Education promotion. | WI | 501 (c)(3) | Ln 11, Type 1 | Froedtert Memorial Lutheran HospitalInc | false |
| West Bend Clinic Inc | ||||||||||
| 1700 W Paradise Drive | West Bend | WI | 53095 | 392034294 | Health Care Services | WI | 501 (c)(3) | 3 | Froedtert Health Inc | true |
| St Josephs Community Foundation Inc | ||||||||||
| 3200 Pleasant Valley Road | West Bend | WI | 530953868 | 392034296 | Health and Welfare Promotion | WI | 501(c)(3) | Ln 11, Type 1 | St Josephs Community Hospital of WBInc | false |
| St Josephs Community Hospital of WBInc | ||||||||||
| 3200 Pleasant Valley Road | West Bend | WI | 530953868 | 390806302 | Hospital Care Services | WI | 501(c)(3) | 3 | Froedtert Health Inc | true |
| Community Memorial Hospital of MF Inc | ||||||||||
| W180 N8085 Town Hall Road | Menomonee Falls | WI | 53051 | 390987025 | Hospital | WI | 501(c)(3) | 3 | Froedtert Health Inc | true |
| Froedtert Memorial Lutheran HospitalInc | ||||||||||
| 9200 W Wisconsin Ave | Milwaukee | WI | 532263522 | 396105970 | Hospital | WI | 501(c)(3) | 3 | Froedtert Health Inc | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FMLH MCW Real Estate Ventures LLC | |||||||||||||
| 9200 West Wisconsin Avenue | Milwaukee | WI | 53226 | 260629591 | Real Estate | WI | NA | related | -24827 | 4543142 | false | true | 0.50000 |
| Froedtert Surgery Center LLC | |||||||||||||
| 9200 W Wisconsin Ave | Milwaukee | WI | 53226 | 201499345 | Surgery Center | WI | Froedtert Mem Hosp | related | false | false | |||
| FHHP LLC | |||||||||||||
| 9200 W Wisconsin Ave | Milwaukee | WI | 53226 | 452221564 | Health Care Services | WI | NA | related | false | true | 0.60000 | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Progressive Physician Network Inc | |||||||||
| 9200 W Wisconsin Ave | Milwaukee | WI | 53226 | 270367127 | Mgmt Svc | WI | Froedtert Health Inc | C | true |
| Kettle Moraine Anesthesiology Inc | |||||||||
| PO Box 8031 | Appleton | WI | 54912 | 141842439 | Health Care | WI | West Bend ClinicInc | C | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Progressive Physician Network Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | r | TransactionType |
| Amount Involved | 714618 | AmountInvolved |
| Method Of Amt Determination | Cash Payments | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule R, Part V, Line 2 | Identifier |
| Explanation | Any transactions listed on Schedule R, Part V, Line 1 and not on Schedule R, Part V, Line 2 are between related 501(c)(3) organizations and therefore, are not reported in this section. | Explanation |