COVENANT MEDICAL CENTER INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: COVENANT MEDICAL CENTER INC (EIN 42-1264647)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-16
IRS object ID: 201141369349302134
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T10:35:51-05:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	421264647	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Covenant Medical Center Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	COVE	NameControl
Phone	3192728000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3421 West Ninth Street	AddressLine1
City	Waterloo	City
State	IA	State
ZIP Code	507025499	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHELE M PANICUCCI	Name
Title	Senior VP and CFO	Title
Phone	3192727300	Phone
Date Signed	2011-05-15	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Jack Dusenbery	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3421 West Ninth Street	AddressLine1
City	Waterloo	City
State	IA	State
ZIP Code	507025499	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	333154275	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c	X	Organization501c
Web Site	www.wheatoniowa.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1985	YearFormation
State Legal Domicile	IA	StateLegalDomicile
Activity Or Mission Description	To provide inpatient and outpatient healthcare services.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	2630	TotalNbrEmployees
Total Nbr Volunteers	387	TotalNbrVolunteers
Total Gross UBI	109071	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2217034	ContributionsGrantsPriorYear
Contributions Grants Current Year	35339335	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	235549466	ProgramServiceRevenuePriorYear
Program Service Revenue CY	228803184	ProgramServiceRevenueCY
Investment Income Prior Year	1714266	InvestmentIncomePriorYear
Investment Income Current Year	2791152	InvestmentIncomeCurrentYear
Other Revenue Prior Year	6019586	OtherRevenuePriorYear
Other Revenue Current Year	4793327	OtherRevenueCurrentYear
Total Revenue Prior Year	245500352	TotalRevenuePriorYear
Total Revenue Current Year	271726998	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	401484	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	401484	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	135545035	SalariesEtcPriorYear
Salaries Etc Current Year	128013914	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	106975093	OtherExpensePriorYear
Other Expenses Current Year	103050113	OtherExpensesCurrentYear
Total Expenses Prior Year	242921612	TotalExpensesPriorYear
Total Expenses Current Year	231465511	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2578740	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	40261487	RevenuesLessExpensesCY
Total Assets BOY	157315922	TotalAssetsBOY
Total Assets EOY	168102666	TotalAssetsEOY
Total Liabilities BOY	66566330	TotalLiabilitiesBOY
Total Liabilities EOY	37091587	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	90749592	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	131011079	NetAssetsOrFundBalancesEOY
Mission Description	AS A MEMBER OF WHEATON FRANCISCAN HEALTHCARE, OUR AFFILIATES STRIVE TO LIVE OUT THE HEALING MINISTRY OF THE JUDEO-CHRISTIAN TRADITION 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 Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	204498196	Expense
Grants	401484	Grants
Revenue	229846951	Revenue
Description	WHEATON FRANCISCAN SERVICES, INC. (WFSI) is a Catholic, not-for-profit health care and housing organization serving at sites in Wisconsin, Iowa, Illinois, and Colorado. The System includes 18 hospital campuses, three transitional and extended-care facilities, two home health agencies, more than 3,500 physicians, 70 clinic sites with approximately 600 employed physicians, and approximately 2,800 units of assisted living and other housing, and the corporate services offices in Wheaton, Illinois, and Glendale, Wisconsin. Started more than 125 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, the Fox Valley, Wisconsin region, as well as other regional holding companies conducting services in Illinois, Iowa, and Colorado. The System's housing and spiritual development services are organized under the holding company name of Franciscan Ministries, Inc. Since 2006, the "doing business as" name for WFSI's health care ministry has been Wheaton Franciscan Healthcare (WFH). In 2010 Wheaton Franciscan Healthcare in Southeast Wisconsin was recognized as one of the nation's top 30 most efficient, best-performing health care networks by SDI, the nation's premier integrated health network evaluation system. The Southeast Wisconsin region was also named by Becker's Hospital Review as one of the "50 Integrated Delivery Systems to Know." 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 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 2010 Annual Report online at: http://www.wfhealthcare.org/Wheaton/Documents/2010AnnualReport_001. pdf 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 Campuses: 18 Staffed Hospital beds: 2,143 Long-term Care Facilities: 3 Home Health Agencies: 2 Units of Housing: 2,681 Associates: 21,626 Affiliated Physicians: 2,782 Employed Physicians: 761 Emergency Room Visits: 365,552 Newborns: 10,819 Hospital Admissions: 82,625 Hospital Patient Days: 397,397 Skilled Nursing Unit Patient Days: 26,754 Long-term Care Facility Patient Days: 116,498 Hospital Outpatient Visits: 1,978,689 Hospice Days: 18,189 Home Health Visits: 114,708 Medical Group Physician Visits: 2,125,334 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. Covenant Regional Services, Inc. Illinois Marianjoy Rehabilitation Hospital and Clinics Marianjoy Medical Group Marianjoy Foundation RUSH OAK PARK HOSPITAL, Inc. OSF Services Canticle Ministries Clara Pfaender Fund Wisconsin Wheaton Franciscan - St. Joseph and The Wisconsin Heart Hospital Campuses All Saints Elmbrook Memorial 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 Affinity Health System - Menasha, Wisconsin St. Elizabeth Hospital Mercy Medical Center of Oshkosh Calumet Medical Center Franciscan Care and Rehabilitation Center Network Health Plan of Wisconsin Affinity Medical Group St. Elizabeth Hospital Community Foundation United Hospital System - Kenosha, Wisconsin St. Catherine's Medical Center and Kenosha Medical Center Campuses WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT FOR SYSTEM / 2010 Charity Care: $24,045,199. 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: $92,446,697. 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: $3,048,321. 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: $2,495,206. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, equipment, supplies, and loaned staff for volunteer and charitable purposes, made to individuals, community groups, or nonprofit organizations for charitable purposes. Health professions education: $4,735,894. Health professions education is defined as direct costs incurred for accredited training and education programs for physicians, nurses, allied health professionals and technicians (does not include ongoing education for staff). Community building activities: $213,368. Community building activities are defined as programs that, while not directly related to health care, provide opportunities to address the root causes of health problems, such as poverty, homelessness, and environmental issues. Costs for these activities include cash and in-	Description
Total Program Service Expense	204498196	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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	true	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
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	true	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	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	116	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	2630	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
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
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
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	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	TIMOTHY HUBER	NamePerson
Telephone Number	3192727607	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3421 WEST NINTH STREET	AddressLine1
City	WATERLOO	City
State	IA	State
ZIP Code	507025499	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Other CompensationOtherCompensation	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Camille Hogan
Chair/Vice Chair - Director	1.0	X	X
Cassandra Foens MD
Director	1.0	X
Cynthia Goro
Director	1.0	X
Jerry Harris
Director	1.0	X
Eric Locke
Director	1.0	X
Wallace Rundle
Director	1.0	X
Frank Seng
Director	1.0	X
Edward Stachovic
Director	1.0	X
Douglas Stanford MD
Director	1.0	X
Ron Van Veldhuizen
Director	1.0	X
Becky Mudd
Vice Chair - Director	1.0	X	X
Peter Hohnstein MD
Director	40.0	X		411778	44474
James Peterson MD
Director	40.0	X		325113	45586
Michael Slavin DO
Director	40.0	X		523455	41905
Jack Dusenbery
President - Director	40.0	X	X		62319	481252
John Oliverio
Treasurer/Secretary - Director	40.0	X	X		222799	1737485
Nancy Schaefer
Asst. Secy	40.0		X	47515	4927
Michele Panicucci
Asst. Treas.	40.0		X		58715	330185
Nancy Weber
SVP-PAT CARE SRVCS-WFH-IOWA	40.0				139761	245006	X
Paul Franke MD
V.P. MEDICAL AFFAIRS	40.0			343832	30602		X
Russell Buchanan MD
Physician Employee	40.0			1488628	32210			X
Victor Lawrinenko MD
Physician Employee	40.0			1675096	40565			X
Christopher Eagan MD
Physician Employee	40.0			782144	40731			X
Gary Knudson MD
Physician Employee	40.0			1466930	40993			X
Richard W Naylor MD
Physician Employee	40.0			1771961	48005			X
Mary Vandorn
ADMINISTRATIVE SECRETARY	40.0			21927	2360	2238			X
Jon Wachs
Chief Administrative Officer	40.0				375398	633085			X
Stephen Cardamone DO
SVP/CHIEF MEDICAL OFFICER	40.0				74817	529986			X
David Olejniczak
SVP/COO-WFH-IOWA	40.0				19721	118245			X
Wayne Frangesch
SVP-SYSTEM HUMAN RESOURCES/OD	40.0				49791	262058			X
Christopher Hyers
VP-BUSINESS DEVELOPMENT-WFH-IO	40.0				38005	220980			X
Jeffrey Halverson
VP-PHYSICIAN NETWORK-WFH-IOWA	40.0				51733	254828			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	8858379	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	4815348	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1465417	TotalOtherCompensation
Number Individuals GT100 K	129	NumberIndividualsGT100K
Formers Listed	true	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
Emergency Practice Associates Inc
PO Box 1260	WATERLOO	IA	507041260	Physician Services	1459292
Quest Diagnostics
PO Box 740709	ATLANTA	GA	303740709	Medical Testing	649645
Iowa Emergency Physicians LLP
PO Box 793	TRAVERSE CITY	MI	496850793	Physician Services	451562
Clinical Pathology Associates
3421 West Ninth Street	WATERLOO	IA	50702	Physician Services	262500
Xygent Inc
9961 Valley View Road	EDEN PRAIRIE	MN	55344	Surgical Services	260897

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	18	NumberOfContractorsGT100K
Related Organizations	34889335	RelatedOrganizations
All Other Contributions	450000	AllOtherContributions
Total Contributions	35339335	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
NET PROGRAM SERVICE REVENUE	900099	120801825	120801825
MEDICARE/MEDICAID PAYMENTS	900099	107892288	107892288
PRINT SHOP-OUTSIDE	561439	51756		51756
REFERRAL LAB	621500	21363		21363
TECHS - PHYSICIAN	621110	26392		26392

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	9560	TotalRevenueColumn
Unrelated Business Revenue	9560	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Program Service Revenue	228803184	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	981214	TotalRevenueColumn
Exclusion	$981,214	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

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	721460	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	709694	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	11766	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	11766	TotalRevenueColumn
Exclusion	$11,766	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	61067230	Securities
Other	1460291	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	60448703	Securities
Other	268880	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	618527	Securities
Other	1191411	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1809938	TotalRevenueColumn
Exclusion	$1,809,938	ExclusionAmount

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 (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
CAFETERIA	900099	1039048	$1,039,048
MISC HOSPITAL REVENUE	900099	1120914	$1,120,914
MED REC/TRANSCRIPTION	900099	946326	$946,326

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1675273	TotalRevenueColumn
Related Or Exempt Function Income	1152838	RelatedOrExemptFunctionIncome
Exclusion	$522,435	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	4781561	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	271726998	TotalRevenueColumn
Related Or Exempt Function Income	229846951	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	109071	UnrelatedBusinessRevenue
Exclusion	$6,431,641	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	401484	Total
Program Services	401484	ProgramServices

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	1819187	Total
Program Services	1392311	ProgramServices
Management And General	426876	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	186796	Total
Program Services	163330	ProgramServices
Management And General	23466	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	101303792	Total
Program Services	100817361	ProgramServices
Management And General	486431	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	8696094	Total
Program Services	8654405	ProgramServices
Management And General	41689	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	9833393	Total
Program Services	9786252	ProgramServices
Management And General	47141	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	6174652	Total
Program Services	6148489	ProgramServices
Management And General	26163	ManagementAndGeneral

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	4700	Total
Management And General	4700	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	0	Total

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	8701654	Total
Program Services	8700792	ProgramServices
Management And General	862	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	55779	Total
Program Services	55779	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	37694679	Total
Program Services	37673020	ProgramServices
Management And General	21659	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5353812	Total
Program Services	5353812	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	235290	Total
Program Services	227838	ProgramServices
Management And General	7452	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	56296	Total
Program Services	53406	ProgramServices
Management And General	2890	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	757629	Total
Management And General	757629	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	98904	Total
Program Services	98904	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	8918168	Total
Program Services	8917017	ProgramServices
Management And General	1151	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	496831	Total
Program Services	496831	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
BAD DEBT EXPENSE	10759434	10759434
DUES & SUBSCRIPTIONS	294467	169869	124598
INTERNS/RESIDENTS PROGRAM	1538245	1538245
CORPORATE SERVICES ALLOCATION	27843173	2848565	24994608
MISCELLANEOUS	190592	190592

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	50460	Total
Program Services	50460	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	231465511	Total
Program Services	204498196	ProgramServices
Management And General	26967315	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2645	BOY
EOY	2645	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	33717843	BOY
EOY	51866578	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	25499022	BOY
EOY	23629630	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	65346	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	2514228	BOY
EOY	2891774	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	55184	BOY
EOY	57152	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	252013921	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	164396260	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	94352122	BOY
EOY	87617661	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1109532	BOY
EOY	2037226	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	157315922	BOY
EOY	168102666	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	16141342	BOY
EOY	14651092	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	19994708	BOY
EOY	18237566	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	30430280	BOY
EOY	4202929	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	66566330	BOY
EOY	37091587	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	90596304	BOY
EOY	130873244	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	153288	BOY
EOY	137835	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	90749592	BOY
EOY	131011079	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	157315922	BOY
EOY	168102666	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	true	GrantsOtherOrganizations
Grants Other Organizations	$25,385	GrantsOtherOrganizationsAmount
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$0	OtherActivitiesAmount
Total Lobbying Expenditures IIB	25385	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Schedule C Disclosures	Identifier
Return Reference	Part II-B Line 1i	ReturnReference
Explanation	Wheaton Franciscan Healthcare and Franciscan Ministries are part of a controlled group of healthcare and housing organizations that are related through a common parent organization. Certain entities within this controlled group engage in limited lobbying activities that benefit each organization collectively. Wheaton Franciscan Healthcare employs one full time Vice President of Strategic Planning and Government Relations whose duties include a portion of lobbying activities. These lobbying activities approximate 20% of total annual salary. A benefits factor of 25% is added, and the total is allocated amongst the organizations receiving the benefit of these services. The lobbying activities include such things as preservation of Medicare and Medicaid funding; monitoring federal legislation that may impact the organization; participating in and coordinating visits with elected officials; coordinating advocacy activities in conjunction with relevant trade associations; and providing awareness on specific state related legislative issues when the need arises (e.g.: state hospital assessment legislation in Wisconsin). The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been added or estimated, as appropriate. 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 $62,671 Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. #39-1566865 $31,571 Wheaton Franciscan, Inc. (formerly Wheaton Franciscan Healthcare - St. Joseph, Inc. and The Wisconsin Heart Hospital, Inc.) #39-0816857 $16,252 Wheaton Franciscan Healthcare - St. Francis, Inc. #39-0907740 #13,312 Wheaton Franciscan Healthcare - Elmbrook Memorial, Inc. #39-0853528 $6,739 Wheaton Franciscan Healthcare - All Saints, Inc. #39-1264986 $14,012 Wheaton Franciscan Healthcare - Franklin, Inc. #56-2592868 $1,530 Wheaton Franciscan Home Health and Hospice, Inc. #39-1559428 $1,726 Marianjoy, Inc. #36-3483589 $3,750 Marianjoy Rehabilitation Hospitals and Clinics, Inc. #36-2680776 $13,364 Wheaton Franciscan Healthcare - Iowa, Inc. #42-1177001 $3,750 Covenant Medical Center, Inc. #42-1264647 $25,385 Sartori Hospital, Inc. #42-0758901 $5,270 Mercy Hospital, Inc. #42-1178403 $2,354 TOTAL LOBBYING EXPENSES: $201,686	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4132917	OtherCostOrOtherBasis
Book Value	4132917	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	93552356	OtherCostOrOtherBasis
Depreciation	46580419	Depreciation
Book Value	46971937	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	96215786	OtherCostOrOtherBasis
Depreciation	78272756	Depreciation
Book Value	17943030	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	58112862	OtherCostOrOtherBasis
Depreciation	39543085	Depreciation
Book Value	18569777	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	87617661	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DUE TO THIRD PARTY PAYOR	Description
Amount	$4,202,929	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	4202929	TotalOfAmounts

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	false	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	false	ExpensesExceededBudget
Annual Community Benefit Report	true	AnnualCommunityBenefitReport
Report Publically Available	true	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2900134	TotalCommunityBenefitExpense
Net Community Benefit Expense	2900134	NetCommunityBenefitExpense
Percent Of Total Expense	0.01310	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	24374158	TotalCommunityBenefitExpense
Direct Offsetting Revenue	20267747	DirectOffsettingRevenue
Net Community Benefit Expense	4106411	NetCommunityBenefitExpense
Percent Of Total Expense	0.01860	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	27274292	TotalCommunityBenefitExpense
Direct Offsetting Revenue	20267747	DirectOffsettingRevenue
Net Community Benefit Expense	7006545	NetCommunityBenefitExpense
Percent Of Total Expense	0.03170	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1255426	TotalCommunityBenefitExpense
Direct Offsetting Revenue	3965	DirectOffsettingRevenue
Net Community Benefit Expense	1251461	NetCommunityBenefitExpense
Percent Of Total Expense	0.00570	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1561502	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1173899	DirectOffsettingRevenue
Net Community Benefit Expense	387603	NetCommunityBenefitExpense
Percent Of Total Expense	0.00180	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5583113	TotalCommunityBenefitExpense
Direct Offsetting Revenue	3327307	DirectOffsettingRevenue
Net Community Benefit Expense	2255806	NetCommunityBenefitExpense
Percent Of Total Expense	0.01020	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	937865	TotalCommunityBenefitExpense
Net Community Benefit Expense	937865	NetCommunityBenefitExpense
Percent Of Total Expense	0.00420	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	9337906	TotalCommunityBenefitExpense
Direct Offsetting Revenue	4505171	DirectOffsettingRevenue
Net Community Benefit Expense	4832735	NetCommunityBenefitExpense
Percent Of Total Expense	0.02190	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	36612198	TotalCommunityBenefitExpense
Direct Offsetting Revenue	24772918	DirectOffsettingRevenue
Net Community Benefit Expense	11839280	NetCommunityBenefitExpense
Percent Of Total Expense	0.05360	PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

Field	Value	IRS element (for citing)
Total Community Building Expense	57422	TotalCommunityBuildingExpense
Net Community Building Expense	57422	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	57422	TotalCommunityBuildingExpense
Net Community Building Expense	57422	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$10,759,434	BadDebtExpenseAmount
Amount Attributable To	0	AmountAttributableTo
Amount Reimbursed By Medicare	48709899	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	36560905	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	12148994	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (40 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Teaching HospitalTeachingHospital	Er24 HoursEr24Hours	OtherOther
Covenant Medical Center Inc
3421 West Ninth Street	Waterloo	IA	50702	X	X	X	X
CMC's Horizons Substance Abuse
2101 Kimball Avenue	Waterloo	IA	50702					Outpatient substance abuse services
Covenant Wellness Center
2101 Kimball Avenue	Waterloo	IA	50702					Wellness Center
Covenant Cancer Treatement Center
200 East Ridgeway Avenue Suite CTC	Waterloo	IA	50702					Outpatient cancer treatment
Covenant Clinic HematologyOncology
200 East Ridgeway Avenue Suite 400	Waterloo	IA	50702					Outpatient Hematology and Oncology services
Covenant Medical Center's Sleep Lab
2710 St Francis Drive Suite 409	Waterloo	IA	50702					Outpatient sleep disorder diagnostics
Iowa Spine and Brain Institute
2710 St Francis Drive Suite 110	Waterloo	IA	50702					OP Neuro Surgery OP Pain Management OP X-Ray Services
Covenant Clinic Neurology
2710 St Francis Drive Suite 104	Waterloo	IA	50702					Outpatient clinic - Neurology services
Covenant Clinic Convenient Care
2710 St Francis Drive Suite 111	Waterloo	IA	50702					Outpatient clinic
Covenant Clinic Family Practice
2710 St Francis Drive Suite 210	Waterloo	IA	50702					OP Family Practice, Gynecology,Podiatry, Laboratory Services
Covenant Clinic Orthopedics
2710 St Francis Drive Suite 319	Waterloo	IA	50702					Outpatient clinic - Orthopedic services
Covenant Clinic Cardiology
2710 St Francis Drive Suite 320	Waterloo	IA	50702					Outpatient clinic - Cardiology services
Covenant Clinic Pulmonology
2710 St Francis Drive Suite 402	Waterloo	IA	50702					Outpatient clinic - Pulmonology services
Covenant Clinic Surgery
2710 St Francis Drive Suite 410	Waterloo	IA	50702					OP General Surgery, Wound Care, Vascular Surgery services
Covenant Clinic ENTAllergies
2710 St Francis Drive Suite 411	Waterloo	IA	50702					Outpatient clinic - Ear, Nose, & Throat and Allergy services
Cov Clinic NephrologyPodiatryPediatric
2710 St Francis Drive Suite 510	Waterloo	IA	50702					OP Nephrology, Podiatry, and Pediatric services
Mammography Screening Center
432 King Drive	Waterloo	IA	50702					Outpatient Mammography Imaging services
Covenant Clinic - Psychiatry
2750 St Francis Drive	Waterloo	IA	50702					Outpatient clinic - Psychiatry services
Covenant Clinic - Psychiatry
2802 Orchard Drive	Cedar Falls	IA	50613					Outpatient clinic - Psychiatry services
Covenant Clinic - Arrowhead
226 Bluebell Road Suite CC	Cedar Falls	IA	50613					OP Family Practice, Psychiatry,Podiatry, Gynecology services
Arrowhead Medical Center
226 Bluebell Road Suite OPT	Cedar Falls	IA	50613					OP Physical Therapy, Occupational Health, Radiology services
Covenant Clinic -Rehabilitation Medicine
3421 West Ninth Street Suite 100	Waterloo	IA	50702					Outpatient clinic - Physiatry services
Covenant Clinic
2055 Kimball Suite 400	Waterloo	IA	50702					Outpatient clinic - Family Practice services
Covenant Clinic - Family Practice
516 South Division Street Suite 11	Cedar Falls	IA	50613					Outpatient clinic - Family Practice services
Covenant Clinic Bariatrics
516 South Division Street Suite 10	Cedar Falls	IA	50613					Outpatient Physician clinic - Bariatrics services
Covenant Clinic Family Practice
516 South Division Street Suite 10	Cedar Falls	IA	50613					Outpatient clinic - Family Practice services
Covenant Clinic Orthopedics
516 South Division Street Suite 12	Cedar Falls	IA	50613					Outpatient clinic - Orthopedic services
Covenant Clinic Specialist
516 South Division Street Suite 14	Cedar Falls	IA	50613					OP clinic - ENT, Allergy, Cardiology, Pain Management svcs
Covenant Clinic - Dysart
501 Clark Street	Dysart	IA	52224					Outpatient clinic - Family Practice services
Covenant Clinic - Evansdale
3562 Lafayette Road	Evansdale	IA	50707					Outpatient clinic - Family Practice services
Covenant Clinic - Fairbank
105 South Walnut Street	Fairbank	IA	50629					Outpatient clinic - Family Practice services
Covenant Clinic - Gladbrook
309 Second Street	Gladbrook	IA	50635					Outpatient clinic - Family Practice services
Covenant Clinic - Jesup
1094 220th Street	Jesup	IA	50648					Outpatient clinic - Family Practice services
Covenant Clinic - LaPorte City
601 Highway 218 North	LaPorte City	IA	50651					Outpatient clinic - Family Practice services
Covenant Clinic - Oelwein
129 Eight Avenue SE	Oelwein	IA	50662					Outpatient clinic - Family Practice services
Covenant Clinic - Reinbeck
501 Main Street	Reinbeck	IA	50669					Outpatient clinic - Family Practice services
Covenant Clinic - Shell Rock
309 South Cherry Street	Shell Rock	IA	50670					Outpatient clinic - Family Practice services
Covenant Clinic - Traer
200 Walnut Street	Traer	IA	50673					Outpatient clinic - Family Practice services
Covenant Clinic - Tripoli
602 Seventh Avenue SW	Tripoli	IA	50676					Outpatient clinic - Family Practice services
Covenant Clinic - Waverly
217 20th Street NW	Waverly	IA	50677					Outpatient clinic - Family Practice services

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
General Explanation	Schedule H Part 1 Line 4 Wheaton Franciscan Healthcare's generous Payment for Services Policy specifies that for uninsured patients whose income is at or below 400% of the Federal Poverty Income Guidelines, the maximum out-of-pocket liability that Wheaton Franciscan Healthcare will charge for medically necessary services shall not exceed 15% of gross household income. This also applies to patients who are underinsured whose income is at or below 300% of the Federal Poverty Income Guidelines. Free or discounted care is available to those who meet requirements including income level, family size, and assets. Schedule H Part 1 Line 6a The Annual Report that outlines the Hospital's community benefit information is contained in a report prepared by the system, Wheaton Franciscan Services, Inc. which is the ultimate parent organization of an integrated health care system operated in Wisconsin, Illinois, and Iowa. For more information, please see our annual report at www.mywheaton.org, and select the link for "Spirit of Compassion; View the Wheaton Franciscan Healthcare Annual Report". It is also available under "About Us"; click on "Annual Report". Schedule H Part 1 Line 7 Community Benefit amounts are reported using total actual costs per the hospital's managerial accounting system in use, which includes all patient segments including inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, Medicare HMO, uninsured, and self pay patients. Amounts are compiled using a software application recommended by the American Hospital Association because it has the ability to provide the information in a format suitable for Schedule H presentation. After the data is entered by the Site Finance Directors, it's accuracy is verified by employees who are trained in community benefit reporting. Additionally, the Director of Healthcare Reform and the Vice President of Government Relations also review the community benefit amounts with the President/CEO of the organization. Once amounts are verified and approved, community benefit amounts become finalized, and are reported periodically as required by Illinois state law. Additionally, Wheaton Franciscan Healthcare voluntarily reports community benefit information to Wisconsin and Iowa by making the information readily available on certain websites. Finally, the information is compiled with the assistance of the software, for presentation in IRS Forms 990 Schedule H and Statement of Program Service Accomplishments Part III. Schedule H Part 1 Line 7 Column f Wheaton Franciscan Healthcare organizations follow guidelines established by the Catholic Health Association, which recommends that bad debt expense not be included in community benefit amounts. As a result of this applied methodology, a total amount of $10,759,434 has not been included in the calculation of the percentages reported on Schedule H Line 7 Column f. Schedule H Part 1 Line 7g Affiliates of Wheaton Franciscan Healthcare routinely organize physician clinics into separate legal entities with the exception of the Iowa region, which includes clinic operations in the hospital, Covenant Medical Center, Inc. Clinic operations for the Iowa clinics are included only in the community benefit reporting of charity care, government sponsored health care, and Medicare shortfall. Therefore, for all entities, including Covenant Medical Center, Inc., costs related to physician clinics are not included in subsidized health services reported on Schedule H Part I Line 7g. Schedule H Part III Section A Line 4 As part of an annual process, affiliates of Wheaton Franciscan Healthcare complete a consolidated audit each year which does not provide any specific information as to the calculation and recording of bad debt expense. However, it is the practice of Wheaton Franciscan Healthcare to record actual bad debt expense for each organization at the time the amount due is determined to be uncollectible, and thus written off. Since the organization follows guidelines established by the Catholic Health Association and the related state counterpart in Wisconsin, Iowa, or Illinois as appropriate, Wheaton Franciscan Healthcare does not include any form of bad debt expense in its annual reporting of community benefit amounts. It is also the position of Wheaton Franciscan Healthcare that none of the patients resulting in uncollectible accounts would have qualified as charity care patients as this determination is made at the time of admission. Bad debt expense is determined after many months of collection efforts, and for this reason Part III Section A Line 3 is reported as none (ie at zero). Schedule H Part III Section B Line 8 Schedule H Part III Section B Line 6 reports "allowable costs of care" as taken from the most recently completed as-filed Medicare cost report. The Medicare cost report calculates its allowable costs based on applicable Medicare regulations, using individual cost center cost-to-charge ratios. Note this cost can be substantially different than the Medicare shortfall amounts that are footnoted in our annual community benefit report, because costs for this purpose are computed by using total actual costs per the managerial accounting system in use, which includes Medicare HMO (in addition to straight Medicare) among other differences. This organization has adopted the cost and charge practices as recommended by the Catholic Health Association and the Wisconsin, Iowa, or Illinois Hospital Association as applicable, and therefore, does not count any Medicare shortfall numbers, regardless of the method upon which the shortfall numbers were determined, in its annual reporting of Community Benefit amounts. Schedule H Part III Section C Line 9b Wheaton Franciscan Healthcare's Payment for Services Policy outlines all collection practices for patients who are known to qualify for government programs and for our charity care program. We make every attempt to assist the patient in enrolling in government insurance plans or our own charity care program allowing for free or discounted care. If the patient does not qualify for any type of aid or charity care, declines to establish a reasonable payment plan or pay the liability, the patient will be moved into a bad debt status, and the account is sent to a collection agency. This does not occur before the patient has received several notices and a final written warning. Schedule H Part VI Line 2 Wheaton Franciscan Healthcare assesses the needs of the communities it serves by reviewing admission and discharge data, analyzing information from the community health departments and other community leaders, and by aligning our services with the Health People 2010 and other current year initiatives. Schedule H Part VI Line 3 Wheaton Franciscan Healthcare provides its patients with several opportunities to gain knowledge and awareness of its Community Care (Charity Care/Financial Assistance) program. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as: patient admitting and registration areas in both inpatient and outpatient settings, physician offices, and emergency departments. Additionally, brochures describing the policy are available upon request in the same locations and on Wheaton Franciscan Healthcare's website. The policy is also discussed at the time of registration or pre-registration for all inpatient procedures. Schedule H Part VI Line 4 Please see detailed information provided at Schedule H Part VI Line 6 Schedule H Part VI Line 5 Community Building Activities are an important part of the community benefits provided by the Hospital. The primary purpose of community building is to improve the health in the community. Donations of time and resources to community-based activities like triathlons support community-based efforts to improve the health of community residents. Additionally, by supporting community activities, the hospital becomes a partner with the citizens it serves - in their health and in their lives. The Community Building Activities supported by the hospital benefit the community served more than they benefit the hospital, and are not conducted for marketing purposes. Supporting economic growth and development in the area, the hospital assists the community in having viable employers for the citizens. Schedule H Part VI Line 6 WHEATON FRANCISCAN HEALTHCARE IN IOWA Covenant Medical Center, Inc. in Waterloo, Iowa was founded in 1986 when Wheaton Franciscan Services, Inc. consolidated St. Francis Hospital (founded in 1912) and Schoitz Medical Center, Inc. (founded in 1904). Covenant Medical Center, Inc. was located in two operating locations until 1991 when all acute care services were combined at one site. The other site was transformed into an assisted living center and adult services center. In 1993, Franciscan Ministries, Inc. and Covenant Medica	GeneralExplanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Purpose Of GrantPurposeOfGrant
Covenant Foundation Inc
3421 West 9th St	Waterloo	IA	507025499	421295784	501(c)(3)	75000	Book	Provide support
Schoitz Health Resources Inc
3421 West 9th St	Waterloo	IA	507025499	421232935	501(c)(3)	326484	Book	Provide support

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	2	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Schedule I Disclosures	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	Wheaton Franciscan Healthcare and Franciscan Ministries maintain files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare 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 meets 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

Field	Value	IRS element (for citing)
Severance Payment	true	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

Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Bonus Related OrgsBonusRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg
Mary Vandorn
21927	2162	76	1539	821	23466	3059
Jon Wachs
	462093	20992		55149		1008483	150000	320249
Stephen Cardamone DO
	388544	12242		22335		604803	129200	52482
David Olejniczak
	116375	1870		12764		137966		6957
Wayne Frangesch
	220172	6086		25490		311849	35800	24301
Christopher Hyers
	169275	7905		25404		258985	43800	12601
Jeffrey Halverson
	201650	13678		19571		306561	39500	32162
Russell Buchanan MD
1476396			18395		1520838				750	11482	13815
Victor Lawrinenko MD
1674401			17603		1715661					695	22962
Christopher Eagan MD
780066			27094		822875				1500	578	13637
Gary Knudson MD
1465170			17924		1507923					1760	23069
Richard W Naylor MD
1769937			29168		1819966					2024	18837
Michele Panicucci
	237444	14341		18671		388900	78400	40044
Peter Hohnstein MD
409998			21733		456252					1780	22741
James Peterson MD
317464			22563		370699				3000	4649	23023
Michael Slavin DO
504209			19158		565360				3000	16246	22747
Jack Dusenbery
	366303	10249		23622		543571	104700	38697
Nancy Weber
	190203	9403		16044		384767	45400	123717
John Oliverio
	897790	361995		64317		1960284	477700	158482
Paul Franke MD
343098			17332		374434					734	13270

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	Schedule J Disclosures	Identifier
Return Reference	Various - See the following references	ReturnReference
Explanation	Schedule J Part 1 Line 3 The compensation of the filing organization's CEO and/or the Executive Director is determined at the parent organization level, using the process described in Schedule O related to Part VI Section B Line 15. The parent organization, Wheaton Franciscan Services, Inc. (FEIN: 36-3262111) uses a compensation committee, independent compensation consultants, and compensation surveys and studies to determine appropriate levels of compensation that are reflective of fair market value. All compensation is approved by the board and/or compensation committee. Schedule J Part 1 Line 4a Reportable compensation of Mary Van Dorn includes $19,263 in severance payments made during calendar year 2009. Schedule J Part 1 Line 4b John Oliverio received a 2009 taxable payout of $346,993 related to a supplemental nonqualified retirement plan known as the Wheaton Franciscan Services Benefit Restoration Plan.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Mary Halverson
Spouse of Jeff Halverson	14326	Employment	false
Lindsay Panicucci
Shelli Panicucci daughter	30909	Employment	false
Gail Stachovic
Edward Stachovic daughter	77621	Employment	false
Linda Hildebrand
Edward Stachovic daughter	40474	Employment	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Schedule O Disclosures	Various - See the following references	IRS Form 990 Part I Line 6 Covenant Medical Center, Inc. received donated services through volunteers assisting in a variety of areas which include the information desk, escorts, medical runner, nursing units, ambulatory surgery, Cancer Treatment Center, rehabilitation therapies, and volunteer transportation services. Total estimated volunteer hours were 41,760. Total estimated value of these services was $696,974. IRS Form 990 Part VIII Line 2a and 2b MEDICARE MEDICAID OTHER GROSS REV 214,525,173 60,169,366 249,627,987 CONT ALLOW (125,816,251) (40,986,000) (120,731,186) CHARITY (7,995,465) UBI (99,511) TOTAL 88,708,922 19,183,366 120,801,825 IRS Form 990 Part VI Section A Lines 6-7 Covenant Medical Center, Inc. has one member which holds several reserved powers over Covenant Medical Center, Inc. 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. IRS Form 990 Part VI Section B Line 10 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. IRS Form 990 Part VI Section B Line 11 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. This is a cursory review, where the 990 is explained at a high level by management representatives, and any questions or concerns that the board have can be addressed. At a later date and prior to efiling, the full board is provided access to all 990's and 990-T's throughout the system via an online portal. A similar process exists at the regional holding company level - a 990 is selected for review in certain years by the Finance and Operations Committee. Similarly, the 990 (and accompanying 990-T if any) is explained at a high level, and board questions or concerns are addressed. Members of the full board are provided access to all 990's and 990-T's within that region prior to efiling via an online portal. IRS Form 990 Part VI Section B Line 12 As part of the annual process, conflict of interest questionnaires are sent out to all Officers, Directors, and other individuals in key positions in order to capture 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 questionnaires are reviewed weekly by the Vice President of Compliance, the Manager of Tax Compliance, and the Manager of Legal Services. Responses to questions are documented in a spreadsheet for follow up at a later time. After an approximate 6 week time frame, names of all non responders are compiled, and these individuals receive either an email or letter with a duplicate questionnaire, asking them once again to complete the information. Responses to questionnaires 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. Also at this date, 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 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 after two attempts, and require the board member to complete the annual conflict of interest disclosure questionnaire 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.
Schedule O Disclosures (cont'd)	Various - See the following references	IRS Form 990 Part VI Section B Line 15 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. Compensation for the organization's President and other officers and key management employees, is reviewed and approved, as part of the Wheaton Franciscan Services, Inc. Executive Compensation Plan, on an annual basis by the Executive Committee of the Wheaton Franciscan Services, Inc. Board of Directors (the "Executive Committee of the WFSI Board"), an independent board, acting in a manner consistent with its conflicts of interest policy. The Executive Committee of the WFSI Board's decision is informed by an opinion on market comparable compensation data provided to the board committee by an independent compensation expert. The Executive Committee of the WFSI Board maintains contemporaneous documentation of the substantiation of the deliberation and decisions it makes. For those officers and key employees that are paid for their services other than pursuant to the WFSI Executive Compensation Plan, the compensation terms are approved by the President of Covenant Medical Center, Inc. and Wheaton Franciscan Services - Iowa, Inc. In such case, decisions are made in accordance with the organization's conflict of interest requirements. Also, in such case, the compensation paid pursuant to a contract is determined with reference to market comparable information. Organizational policy requires that contemporaneous documentation of the same be maintained. IRS Form 990 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. Schedule R Part II (1) Wheaton Franciscan Laboratories, Inc. was granted exempt status on 10/14/09 retroactive to 6/30/08. (2) Metro Physicians, Inc. was granted exempt status on 02/01/10 retroactive to 08/15/08. (3) Wheaton Franciscan Healthcare-Pharmacy Enterprises and Franciscan Woods, Inc. (formerly known as Wheaton Franciscan Healthcare-Marian Franciscan Center, Inc.) sold the assets of one of its skilled nursing care divisions to an unrelated third party on 09/30/09. (5) Effective 06/30/2009, The Wisconsin Heart Hospital Inc was merged with Wheaton Franciscan Healthcare - St Joseph, Inc.and the surviving corporation changed it's legal name to Wheaton Franciscan, Inc. Schedule R Part IV (6) Wisconsin Heart and Vascular Clinics, SC was dissolved on 12/23/2009 and filed its final IRS Form 1120 for the calendar year ending December 31, 2009. The following entities are listed with NO DCE and the reason they are classifed as such: -Synergon Health System Inc: Two entities are involved (Rush Presbyterian and OSF Services Inc) but since neither has the ability to appoint a majority of the board, neither organization "controls". -UHS Inc: KHMC Community Board and OSF Services Inc are involved, but neither appoints a majority of board and KHMC is not an entity, it is a community board, so neither body "controls".

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (74 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
WHEATON FRANCISCAN SERVICES INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363262111	PARENT CORP	IL	501(c)(3)	11 - III-FI	NA
AFFINITY HEALTH SYSTEM
1570 MIDWAY PLACE	MENASHA	WI	54942	391638765	HOLDING CO	IL	501(c)(3)	11 - I	WFSIMHC
AUXILIARY OF ST ELIZABETH HOSPITAL INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	396077331	AUXILIARY	WI	501(c)(3)	11 - III-O	ST ELIZ HOSP
CALUMET MEDICAL CENTER INC
614 MEMORIAL DRIVE	CHILTON	WI	53014	390905385	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
MERCY MEDICAL CENTER OF OSHKOSH INC
500 SOUTH OAKWOOD ROAD	OSHKOSH	WI	54904	390806268	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
NETWORK HEALTH SYSTEM INC
1570 MIDWAY PLACE	MENASHA	WI	54942	391127163	PHYSCN CLINIC	WI	501(c)(3)	3	AFF HLTH SYS
ST ELIZABETH HOSPITAL COMMUNITY FNDN INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	391256677	FOUNDATION	WI	501(c)(3)	11 - I	AFF HLTH SYS
ST ELIZABETH HOSPITAL INC
1506 SOUTH ONEIDA STREET	APPLETON	WI	54915	390816818	HOSPITAL	WI	501(c)(3)	3	AFF HLTH SYS
WFH - ALL SAINTS INC
3801 SPRING STREET	RACINE	WI	53405	391264986	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WFH - ALL SAINTS FOUNDATION INC
1320 WISCONSIN AVENUE	RACINE	WI	53403	391570877	FOUNDATION	WI	501(c)(3)	11 - I	WFH-AS INC
VOLUNTEERS IN PTNRSHIP WITH WFH-AS INC
3801 SPRING STREET	RACINE	WI	53405	930838390	FOUNDATION	WI	501(c)(3)	11 - III-O	WFH-AS INC
WFH - SOUTHEAST WISCONSIN INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391568865	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
WFH - CIRCLE OF LIFE FOUNDATION INC
9632 WEST APPLETON AVENUE	MILWAUKEE	WI	53225	562426294	FOUNDATION	WI	501(c)(3)	11 - I	WFH-PE
WHEATON FRAN HOME HEALTH & HOSPICE INC
3070 NORTH 51ST STREET STE 406	MILWAUKEE	WI	53210	391559428	HOME HLTH	WI	501(c)(3)	3	WFH-SE WI
WHEATON FRANCISCAN MEDICAL GROUP INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391791586	MEDICAL GRP	WI	501(c)(3)	3	WFSI
WFH - ELMBROOK MEMORIAL FOUNDATION INC
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	392028808	FOUNDATION	WI	501(c)(3)	11 - I	WFH-EMH
WFH - ELMBROOK MEMORIAL INC
19333 WEST NORTH AVENUE	BROOKFIELD	WI	53045	390853528	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WHEATON FRANCISCAN LABORATORIES INC (1)
11020 WEST PLANK COURT	WAUWATOSA	WI	53226	391701402	LABORATORY	WI	501(c)(3)	9	WFH-SE WI
WFH PHARMACY ENT AND FRAN WOODS INC (3)
13950 WEST CAPITOL DRIVE	BROOKFIELD	WI	53005	391613624	NURSING HOME	WI	501(c)(3)	9	WFH-SE WI
WFH - ST FRANCIS INC
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	390907740	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WF - ST JOSEPH FOUNDATION INC
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	391636804	FOUNDATION	WI	501(c)(3)	11 - I	WF INC
WHEATON FRANCISCAN INC (5)
5000 WEST CHAMBERS STREET	MILWAUKEE	WI	53210	390816857	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WFH - THE WISCONSIN HEART HOSPITAL INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391220690	FOUNDATION	WI	501(c)(3)	11 - I	WFH-SE WI
WFH-FNDN FOR ST FRANCIS AND FRANKLIN INC
3237 SOUTH 16TH STREET	MILWAUKEE	WI	53215	320135258	FOUNDATION	WI	501(c)(3)	11 - I	WFH-SFH
WFH - TERRACE AT ST FRANCIS INC
3200 SOUTH 20TH STREET	MILWAUKEE	WI	53225	391486775	NURSING HOME	WI	501(c)(3)	9	WFH-SE WI
WFH - FRANKLIN INC
10101 SOUTH 27TH STREET	FRANKLIN	WI	53132	562592868	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI
WHEATON WAY CONDO OWNERS ASSCN INC
10101 S 27TH STREET	FRANKLIN	WI	53132	300659830	CONDO ASSCN	WI	N/A	N/A	WFH-FRKLN
METRO PHYSICIANS INC (2)
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	943436893	MEDICAL GRP	WI	501(c)(3)	3	WFMG
MARIANJOY INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363483589	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
MARIANJOY FOUNDATION INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	352165613	FOUNDATION	IL	501(c)(3)	7	MJ REHAB CLC
MARIANJOY REHAB CENTER AUXILIARY INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363896976	AUXILIARY	IL	501(c)(3)	11 - I	MJ REHAB CLC
MARIANJOY REHAB HOSPITAL & CLINICS INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	362680776	REHAB HOSPITA	IL	501(c)(3)	3	MARIANJOY
REHABILITATION MEDICINE CLINIC INC
26 W 171 ROOSEVELT RD	WHEATON	IL	60187	363236791	MEDICAL GRP	IL	501(c)(3)	3	MARIANJOY
OSF SERVICES INC
PO Box 667	WHEATON	IL	601870667	391471463	HOLDING CO	WI	501(c)(3)	11 - III-FI	WFSI
CANTICLE MINISTRIES INC
PO Box 667	WHEATON	IL	601870667	364091836	HOUSING/ADVCY	IL	501(c)(3)	7	OSF SVCS INC
CLARA PFAENDER FUND INC
PO Box 667	WHEATON	IL	601870667	363353311	SPONSORSHIP	IL	501(c)(3)	11 - III-O	OSF SVCS INC
FRANCISCAN SISTERS CHARITABLE FUND OF CO
2626 OSCEOLA STREET	DENVER	CO	80212	840733072	AUXILIARY	CO	501(c)(3)	7	OSF SVCS INC
RUSH OAK PARK HOSPITAL INC
520 SOUTH MAPLE AVENUE	OAK PARK	IL	60304	362183812	HOSPITAL	IL	501(c)(3)	3	OSF SVCS INC
SET MINISTRY INC
2977 NORTH 50TH STREET	MILWAUKEE	WI	53210	391618277	SOCIAL WORK	WI	501(c)(3)	9	OSF SVCS INC
ST CATHERINE'S HOSPITAL INC
9555 76TH STREET	PLEASANT PRAIRIE	WI	53158	390855075	HOSPITAL	WI	501(c)(3)	3	OSF SVCS INC
SYNERGON HEALTH SYSTEM INC
520 SOUTH MAPLE AVENUE	OAK PARK	IL	60304	363739067	HOSPITAL	IL	501(c)(3)	3	NONE
UHS INC
6308 EIGHTH AVENUE	KENOSHA	WI	53143	391956749	HOSPITAL	WI	501(c)(3)	3	NONE
WFH - IOWA INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421177001	HOLDING CO	IA	501(c)(3)	11 - III-FI	WFSI
COVENANT FOUNDATION INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421295784	FOUNDATION	IA	501(c)(3)	9	COV MED CTR
MERCY HOSPITAL OF FRANCISCAN SISTERS INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421178403	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA
NE IOWA REAL ESTATE INVESTMENTS LTD
3421 WEST NINTH STREET	WATERLOO	IA	50702	421207432	HOLDING CO	IA	501(c)(2)	N/A	WFH-IOWA
SCHOITZ HEALTH RESOURCES INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421232935	PROMOTE HLTH	IA	501(c)(3)	11 - II	NONE
SCHOITZ MEDICAL CENTER INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	420718472	OP ROOM SVCS	IA	501(c)(3)	3	SCHOITZ HR
SARTORI HEALTH CARE FOUNDATION INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421240996	FOUNDATION	IA	501(c)(3)	11 - I	SARTORI HOSP
SARTORI MEMORIAL HOSPITAL INC
515 COLLEGE STREET	CEDAR FALLS	IA	50613	420758901	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA
FRANCISCAN MINISTRIES INC
26W171 ROOSEVELT ROAD	WHEATON	IL	601870667	363259684	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI
ASSISI HOMES - BATAVIA APARTMENTS INC
1259 EAST WILSON STREET	BATAVIA	IL	60510	363914084	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES - COLONY PARK INC
550 EAST THORNHILL DRIVE	CAROL STREAM	IL	60188	364039278	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES - CONSTITUTION HOUSE INC
401 NORTH CONSTITUTION DRIVE	AURORA	IL	60506	364049150	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES - JEFFERSON COURT INC
415 EAST KNAPP STREET	MILWAUKEE	WI	53202	391771526	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES - KENOSHA INC
1860 27TH AVENUE	KENOSHA	WI	53140	391814815	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES - SAXONY INC
1876 22ND AVENUE	KENOSHA	WI	53140	391790498	HOUSING	WI	501(c)(3)	9	FMI
ASSISI HOMES OF GURNEE INC
3495 WEST GRAND AVENUE	GURNEE	IL	60031	363942336	HOUSING	IL	501(c)(3)	9	FMI
ASSISI HOMES OF ILLINOIS INC
2126 WEST ROOSEVELT ROAD	WHEATON	IL	60187	363803443	HOUSING	IL	501(c)(3)	9	FMI
Assisi HOMES OF NEENAH INC
210 BYRD AVENUE	NEENAH	WI	54946	363767250	HOUSING	WI	501(c)(3)	9	FMI
CANTICLE PLACE INC
26W171 ROOSEVELT ROAD	WHEATON	IL	601870667	363957850	HOUSING	IL	501(c)(3)	9	FMI
CATHERINE MARIAN HOUSING INC
806 SOUTH WISCONSIN AVENUE	RACINE	WI	53403	391657098	HOUSING	WI	501(c)(3)	9	FMI
CLARE GARDENS INC
2626 OSCEOLA STREET	DENVER	CO	80212	237200039	HOUSING	CO	501(c)(3)	9	FMI
CLARE OF ASSISI HOMES-WESTMINSTER INC
2451 WEST 82ND PLACE	WESTMINSTER	CO	80031	742740978	HOUSING	CO	501(c)(3)	9	FMI
DAYSPRING VILLA INC
3777 WEST 26TH AVENUE	DENVER	CO	80211	363933908	HOUSING	CO	501(c)(3)	9	FMI
FRANCIS HEIGHTS INC
2626 OSCEOLA STREET	DENVER	CO	80212	840626174	HOUSING	CO	501(c)(3)	9	FMI
FRANCISCAN MINISTRIES COMMUNITY FNDN INC
26W171 ROOSEVELT ROAD	WHEATON	IL	601870667	364456204	FOUNDATION	IL	501(c)(3)	11 - II	FMI
FRANCISCAN SENIORS KENOSHA INC
1920 27TH AVENUE	KENOSHA	WI	53140	391821568	HOUSING	WI	501(c)(3)	9	FMI
MARIAN HOUSING CENTER INC
4105 SPRING STREET	RACINE	WI	53405	391515867	HOUSING	WI	501(c)(3)	9	FMI
MARIAN PARK INC
2126 WEST ROOSEVELT ROAD	WHEATON	IL	60187	362750105	HOUSING	IL	501(c)(3)	9	FMI
RIDGEWAY PLACE INC
155 EAST RIDGEWAY AVENUE	WATERLOO	IA	50702	421416064	HOUSING	IA	501(c)(3)	9	FMI
STARVED ROCK-LASALLE MANOR INC
1135 10TH STREET	LASALLE	IL	61301	363796933	HOUSING	IL	501(c)(3)	9	FMI
VILLA MARIA INC
2461 WEST 82ND PLACE	WESTMINSTER	CO	80031	841347868	HOUSING	CO	501(c)(3)	9	FMI
VILLA ST CLARE INC
130 BYRD AVENUE	NEENAH	WI	54946	391769395	HOUSING	WI	501(C)(3)	9	FMI

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Code VCodeVAmount
KENOSHA SNR
PO BOX 667	WHEATON	IL	60187	391801541	HOUSING	WI	FR SNRS	$0
STARVED ROCK
PO BOX 667	WHEATON	IL	60187	363811835	HOUSING	IL	SRLM INC	$0

Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Legal Domicile Foreign CountryLegalDomicileForeignCountry
NETWORK HEALTH INSURANCE CORPORATION
1570 MIDWAY PLACE	MENASHA	WI	54942	392020474	INSURANCE CO	WI	NETWK HLTH SY	C CORP
NETWORK HEALTH PLAN
1570 MIDWAY PLACE	MENASHA	WI	54942	391442058	HLTH MAINT ORG	WI	NETWK HLTH SY	C CORP
WHEATON FRANCISCAN ENTERPRISES INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391985204	HOLDING CO	WI	WF HOLDINGS INC	C CORP
WHEATON FRANCISCAN HOLDINGS INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391836357	PHARMACY	WI	WFH-SE WI	C CORP
WHEATON FRANCISCAN MED GRP-SUSSEX INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391361100	MEDICAL GRP	WI	WF HOLDINGS INC	C CORP
WHEATON FRANCISCAN PROVIDER NETWORK INC
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391952140	ADMN SUPPORT	WI	WFH-SE WI	C CORP
WI HEART AND VASCULAR CLINICS SC (6)
400 WEST RIVER WOODS PARKWAY	GLENDALE	WI	53212	391673654	MEDICAL GRP	WI	WFMG	C CORP
COVENANT REGIONAL SERVICES INC
3421 WEST NINTH STREET	WATERLOO	IA	50702	421189805	PHARMACY	IA	WFH-IOWA	C CORP
WHEATON FRANCISCAN INSURANCE
				980691609	OTHER INVESTMENT		WFSI	C CORP	UK

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	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	true	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	true	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	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 (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
Covenant Foundation Inc
C	778502
Covenant Foundation Inc
B	75000
NE Iowa Real Estate Invesments Ltd
R	491338