FROEDTERT THEDACARE HEALTH INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FROEDTERT THEDACARE HEALTH INC (EIN 39-2014409)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202601329349304745
- Schema version
- 2024v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule H
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T16:06:42+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 West Nationwide Blvd Suite 500 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432152568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392014409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Froedtert ThedaCare Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROE | BusinessNameControlTxt |
| Phone | 4148053000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W WISCONSIN AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matt Partridge | PersonNm |
| Person Title | SVP - Finance | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RILEY KOBRICK | PreparerPersonNm |
| PTIN | P02401884 | PTIN |
| Phone | 6142492300 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMRAN ANDRABI MD FAAFM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W WISCONSIN AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,800,504,811 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FROEDTERT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | To advance the health of our communities through excellence and discovery, inspiring each person to live their unique, best life. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 23844 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | -$1,649,911 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,086,626,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,244,975,273 | CYProgramServiceRevenueAmt |
| PY Investment Income | $104,109,755 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,082,950 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,578,563,793 | PYOtherRevenueAmt |
| CY Other Revenue | $17,876,836 | CYOtherRevenueAmt |
| PY Total Revenue | $2,769,299,631 | PYTotalRevenueAmt |
| CY Total Revenue | $1,350,935,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $606,746,708 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $613,860,775 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $585,017,379 | PYOtherExpensesAmt |
| CY Other Expenses | $635,911,494 | CYOtherExpensesAmt |
| PY Total Expenses | $1,191,764,087 | PYTotalExpensesAmt |
| CY Total Expenses | $1,249,772,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,577,535,544 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $101,162,790 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,534,856,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,818,878,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,350,576,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,702,425,551 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,184,280,794 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,116,453,120 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To advance the health of our communities through excellence and discovery, inspiring each person to live their unique, best life. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $447,087,919 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $427,877,241 | RevenueAmt |
| Desc | HEALTH CARE MANAGEMENT SERVICES IN SUPPORT OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., HOLY FAMILY MEMORIAL, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, FROEDTERT WORKFORCE HEALTH, NATIONAL LABORATORY NETWORK, FROEDTERT NORTHEAST MEDICAL GROUP, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $282,424,101 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $282,424,101 | RevenueAmt |
| Desc | HUMAN RESOURCE/STAFF SUPPORT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., HOLY FAMILY MEMORIAL, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, FROEDTERT WORKFORCE HEALTH, FROEDTERT NORTHEAST MEDICAL GROUP, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $235,438,462 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $293,172,297 | RevenueAmt |
| Desc | OUTPATIENT REVENUE AND EXPENSE OF FROEDTERT NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH HOME INFUSION, FROEDTERT HEALTH PHARMACY, AND FROEDTERT NORTHEAST MEDICAL GROUP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $213,506,790 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $255,724,461 | RevenueAmt |
| Desc | IT SUPPORT EXPENSE - 99,343,845 INPATIENT EXPENSE - 3,144,750 EMERGENCY DPT EXPENSE - 111,018,195 TOTAL OTHER EXPENSE - 213,506,790 IT SUPPORT REVENUE - 99,343,845 INPATIENT REVENUE - 3,915,895 EMERGENCY DPT REVENUE - 138,241,894 INHERENT CONTRIBUTION FROM THEDACARE - 2,395,607 JT VENTURE REVENUE - 11,827,220 TOTAL OTHER REVENUE - 255,724,461 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $213,506,790 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $255,724,461 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,178,457,272 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 563 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23844 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID DIRKSMEYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4148053000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N74 W12501 LEATHERWOOD CT | AddressLine1Txt |
| City | MENOMONEE FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53051 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Imran Andrabi MD | ||||||||||
| Director & CEO/President | 34.0 | 16.0 | Yes (X) | Yes (X) | $4,591,338 | $0 | $647,039 | |||
| Jim Kotek | ||||||||||
| Director & BOD V Chair | 1.0 | 0 | Yes (X) | Yes (X) | $22,500 | $0 | $0 | |||
| Judson Snyder | ||||||||||
| Director & BOD Chair | 1.0 | 0 | Yes (X) | Yes (X) | $35,000 | $0 | $0 | |||
| Andre Fernandez | ||||||||||
| Director (eff 9/26/24) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christy L Brown | ||||||||||
| Director (eff 7/1/24) | 1.0 | 0 | Yes (X) | $5,000 | $0 | $0 | ||||
| Chuck Dallas | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $18,750 | $0 | $0 | ||||
| David J Lubar | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jacquelyn Fredrick | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $23,750 | $0 | $0 | ||||
| Joan Prince PhD | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $25,000 | $0 | $0 | ||||
| John Ber | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $18,750 | $0 | $0 | ||||
| John Pfeifer | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $15,000 | $0 | $0 | ||||
| Kim Underhill | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $18,750 | $0 | $0 | ||||
| Kurt D Bechthold | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $20,000 | $0 | $0 | ||||
| Marc Chini | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Ellen Stanek | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $18,750 | $0 | $0 | ||||
| Robert Clarke | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $25,000 | $0 | $0 | ||||
| Terry Timm | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $18,750 | $0 | $0 | ||||
| Paul Van Den Heuvel | ||||||||||
| Secr & Chief Legal Officer | 42.0 | 8.0 | Yes (X) | $1,586,569 | $0 | $80,399 | ||||
| Scott Hawig | ||||||||||
| Treasurer | 48.0 | 2.0 | Yes (X) | $2,581,219 | $0 | $275,943 | ||||
| Allen Ericson | ||||||||||
| CHD President | 5.0 | 45.0 | $1,114,216 | $0 | $180,192 | Yes (X) | ||||
| Catherine Jacobson | ||||||||||
| FTCH CEO (TERMED 6/30/24) | 50.0 | 0.0 | $5,240,519 | $0 | $39,640 | Yes (X) | ||||
| Dale Gisi | ||||||||||
| Sr VP ThedaCare Central Region | 49.0 | 1.0 | $954,900 | $0 | $168,718 | Yes (X) | ||||
| Eric Humphrey | ||||||||||
| FTCH Chief HR Officer (termed 8/27/24) | 50.0 | 0 | $2,539,244 | $0 | $124,687 | Yes (X) | ||||
| Ian Schwartz MD | ||||||||||
| Interim President FMLH | 5.0 | 45.0 | $2,007,880 | $0 | $245,311 | Yes (X) | ||||
| Lynn Detterman | ||||||||||
| Sr VP ThedaCare South Region | 50.0 | 0 | $1,372,556 | $0 | $182,304 | Yes (X) | ||||
| Maggie Lund | ||||||||||
| FTCH Chief HR Officer (eff 8/27/24) | 42.0 | 8.0 | $1,355,811 | $0 | $62,717 | Yes (X) | ||||
| Amy Marquardt | ||||||||||
| Sr VP, Chief Legal Officer | 50.0 | 0 | $2,645,257 | $0 | $99,112 | Yes (X) | ||||
| David Olson | ||||||||||
| Sr VP & Chief Strategy Officer | 50.0 | 0 | $2,070,602 | $0 | $99,353 | Yes (X) | ||||
| Joshua Blomberg | ||||||||||
| Doctor-Orthopedic Surgery | 50.0 | 0 | $1,585,150 | $0 | $70,899 | Yes (X) | ||||
| Mark Thompson | ||||||||||
| Chief Transformational Invest and Value Integ Off | 50.0 | 0 | $1,795,519 | $0 | $80,354 | Yes (X) | ||||
| Thomas Arquilla | ||||||||||
| Chief Growth Officer | 50.0 | 0 | $1,615,955 | $0 | $73,345 | Yes (X) | ||||
| Eric Conley | ||||||||||
| Former - Key (FMLH President) | 50.0 | 0.0 | $312,776 | $0 | $89,968 | Yes (X) | ||||
| James Klauck | ||||||||||
| Former - Key (Sr VP Ancillary Svcs) | 50.0 | 0 | $783,186 | $0 | $149,999 | Yes (X) | ||||
| Jose Olivieri | ||||||||||
| Former - Director | 0.0 | 0 | $15,000 | $0 | $0 | Yes (X) | ||||
| Richelle Webb Dixon | ||||||||||
| Former - Key (FMLH COO) | 50.0 | 0 | $310,863 | $0 | $106,986 | Yes (X) | ||||
| Sony Jacob | ||||||||||
| Former - Key (FTCH CIO) | 50.0 | 0 | $218,919 | $0 | $69,403 | Yes (X) | ||||
| Teresa Lux | ||||||||||
| Former - Key (CHD COO) | 0.0 | 50.0 | $822,992 | $0 | $139,504 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $35,785,471 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,985,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3642 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WI | ||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | PROFESSIONAL SERVICE | $322,995,426 | |
| RIGHTSOURCING INC | ||||||
| 999 STEWART AVE SUITE 100 | BETHPAGE | NY | 11714 | PROFESSIONAL SERVICE | $33,991,482 | |
| MILWAUKEE REG MED CTR FLIGHT FOR LIFE | ||||||
| 2661 AVIATION ROAD | WAUKESHA | WI | 53188 | PROFESSIONAL SERVICE | $16,150,902 | |
| MED METRIX LLC | ||||||
| 9 Entin Road | Parsippany | NJ | 07054 | PROFESSIONAL SERVICE | $11,676,624 | |
| HRSE CORE HOLDING 1 LLC | ||||||
| 444 WEST LAKE STREET | CHICAGO | IL | 60606 | PROFESSIONAL SERVICE | $11,149,399 | SUITE 2100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 154 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER MANAGEMENT SUPPORT | 541900 | $427,877,241 | $427,877,241 |
| OUTPATIENT REVENUE | 621400 | $293,172,297 | $293,172,297 |
| HUMAN RESOURCES SUPPORT | 561300 | $282,424,101 | $282,424,101 |
| EMERGENCY DEPT REVENUE | 621990 | $138,241,894 | $138,241,894 |
| INFO TECH SUPPORT | 518210 | $99,343,845 | $99,343,845 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,915,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,915,895 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,244,975,273 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,299,924 | TotalRevenueColumnAmt |
| Exclusion | $61,299,924 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $476,352,778 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $449,563,173 | SecuritiesAmt |
| Other | $6,579 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,789,605 | SecuritiesAmt |
| Other | -$6,579 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,783,026 | TotalRevenueColumnAmt |
| Exclusion | $26,783,026 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| JOINT VENTURE REVENUE | 621500 | $10,177,309 | $11,827,220 | -$1,649,911 | |
| GAIN OR LOSS ON REFINANCING | 621500 | $5,303,920 | $5,303,920 | ||
| Inherent Contribution from ThedaCare | 621500 | $2,395,607 | $2,395,607 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,876,836 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,350,935,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,259,198,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,649,911 | UnrelatedBusinessRevenueAmt |
| Exclusion | $93,386,870 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,348,541 | TotalAmt |
| Program Services | $26,348,541 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,895,921 | TotalAmt |
| Program Services | $298,895,921 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,739,688 | TotalAmt |
| Program Services | $62,739,688 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,079,266 | TotalAmt |
| Program Services | $204,079,266 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,797,359 | TotalAmt |
| Program Services | $21,797,359 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,380,402 | TotalAmt |
| Management And General | $2,380,402 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,104 | TotalAmt |
| Management And General | $1,175,104 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,400 | TotalAmt |
| Management And General | $32,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,922,859 | TotalAmt |
| Program Services | $95,922,859 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,709,446 | TotalAmt |
| Program Services | $16,709,446 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,292,105 | TotalAmt |
| Program Services | $1,476,475 | ProgramServicesAmt |
| Management And General | $11,815,630 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,788,691 | TotalAmt |
| Program Services | $8,788,691 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,378,368 | TotalAmt |
| Program Services | $18,027,368 | ProgramServicesAmt |
| Management And General | $2,351,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,936 | TotalAmt |
| Program Services | $523,337 | ProgramServicesAmt |
| Management And General | $340,599 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,119 | TotalAmt |
| Program Services | $1,366,119 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,814,225 | TotalAmt |
| Program Services | $9,814,225 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,938,385 | TotalAmt |
| Program Services | $38,938,385 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,196,847 | TotalAmt |
| Program Services | $17,196,847 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AFFILIATED SUPPORT | $305,358,844 | $289,392,848 | $15,965,996 |
| SOFTWARE LICENSES & TRAINING | $51,421,268 | $51,421,268 | |
| SUBSCRIPTIONS | $17,890,543 | $17,890,543 | |
| REPAIRS AND MAINTENANCE | $14,200,955 | $14,200,955 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,180,997 | TotalAmt |
| Program Services | $817,674 | ProgramServicesAmt |
| Management And General | $19,363,323 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,772,269 | TotalAmt |
| Program Services | $1,178,457,272 | ProgramServicesAmt |
| Management And General | $71,314,997 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,712 | BOYAmt |
| EOY | $10,912 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,309,161 | BOYAmt |
| EOY | $148,583,297 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,020,229 | BOYAmt |
| EOY | $53,680,606 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,754,779 | BOYAmt |
| EOY | $43,984,119 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,870,199 | BOYAmt |
| EOY | $43,518,816 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,991,217 | BOYAmt |
| EOY | $45,071,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $669,279,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $378,980,629 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,797,723 | BOYAmt |
| EOY | $290,299,214 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,430,258 | BOYAmt |
| EOY | $2,178,916,423 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,019,012 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,518,629 | BOYAmt |
| EOY | $2,278,219,160 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,921,791 | BOYAmt |
| EOY | $374,410,162 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,232,216 | BOYAmt |
| EOY | $355,165,108 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,534,856,914 | BOYAmt |
| EOY | $5,818,878,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,838,059 | BOYAmt |
| EOY | $320,060,445 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,713,022 | BOYAmt |
| EOY | $898,272,018 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,023,681 | BOYAmt |
| EOY | $484,093,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,350,576,120 | BOYAmt |
| EOY | $1,702,425,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,166,740,794 | BOYAmt |
| EOY | $4,098,913,120 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,540,000 | BOYAmt |
| EOY | $17,540,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,184,280,794 | BOYAmt |
| EOY | $4,116,453,120 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,534,856,914 | BOYAmt |
| EOY | $5,818,878,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $101,162,790 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $113,276,420 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$282,266,884 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL | ||||
| 396105970 | 3 | Yes (true) | $0 | $542,082,550 |
| COMMUNITY MEMORIAL HOSPITAL OF MENOMON | ||||
| 390987025 | 3 | Yes (true) | $0 | $42,765,304 |
| ST JOSEPH'S COMMUNITY HOSPITAL | ||||
| 390806302 | 3 | Yes (true) | $0 | $23,831,194 |
| F&MCW COMMUNITY PHYSICIANS | ||||
| 272042610 | 3 | Yes (true) | $0 | $69,035,962 |
| HOLY FAMILY MEMORIAL INC | ||||
| 390806395 | 3 | Yes (true) | $0 | $16,594,837 |
| ThedaCare Inc | ||||
| 391509362 | 9 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $694,309,847 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | false | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 12g(vi) Description of Other Support | FROEDTERT THEDACARE HEALTH, INC. PROVIDES VARIOUS SERVICES AND PERFORMS VARIOUS FUNCTIONS ON BEHALF OF ITS SUPPORTED ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSE. THESE SERVICES AND FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO, HEALTH CARE MANAGEMENT SERVICES, HUMAN RESOURCE SUPPORT, GENERAL STAFFING SUPPORT, LEGAL SERVICES, IT SUPPORT, AND MORE. |
| Schedule A, Part IV, Section D, Line 2 Officers Appointed Or Serving Supported Org. | Froedtert ThedaCare Health, Inc. maintains a close and continuous working relationship with the following supported organizations through its directors and officers serving as members of their respective governing bodies: Froedtert Memorial Lutheran Hospital, Community Memorial Hospital of Menomonee Falls, St. Joseph's Community Hospital, ThedaCare Health, Inc., and Froedtert & the Medical College of Wisconsin Community Physicians, Inc. In regards to Holy Family Memorial, Inc., Froedtert ThedaCare Health, Inc. maintains a close and continuous working relationship through its employees serving as members of the governing body of HFM. Froedtert ThedaCare Health holds and actively exercises reserved powers with respect to HFM, including: the right to remove and approve the president; approval of annual and long_term strategic plans, operating and capital budgets, and significant debt obligations; approval of amendments to the bylaws and articles of incorporation; and approval of transactions or other actions that materially affect the assets or operations of HFM. |
| Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies | ROLE THE ORGANIZATION'S SUPPORTED ORGANIZATIONS PLAYED IN INVESTMENT POLICY: THE SUPPORTED ORGANIZATIONS OF FROEDTERT THEDACARE HEALTH, INC. EACH HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION AND IN THE USE OF FROEDTERT THEDACARE HEALTH, INC.'S INCOME AND ASSETS. THE SUPPORTED ORGANIZATIONS HAVE A COMMONALITY OF MANAGEMENT WITH FROEDTERT THEDACARE HEALTH, INC. AND THEREFORE, FROEDTERT THEDACARE HEALTH, INC. IS RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATIONS. |
| Schedule A, Part IV, Section E, Line 3a Organization have the power to regularly appoint or elect a | ORGANIZATION HAS POWER TO APPOINT OR ELECT GOVERNING PERSONS: FROEDTERT THEDACARE HEALTH, INC. HAS THE POWER TO APPOINT OR ELECT A MAJORITY OF OFFICERS, DIRECTORS, OR TRUSTEES OF ITS SUPPORTED ORGANIZATIONS. IN THE CASE OF CP, FROEDTERT THEDACARE HEALTH, INC. APPOINTS 50% OF THE CP BOARD AND FROEDTERT THEDACARE HEALTH, INC. MAINTAINS A NUMBER OF RESERVED POWERS WITH RESPECT TO THE OPERATIONS OF CP. |
| Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities | ROLE PLAYED IN MANAGEMENT OF POLICIES, PROGRAMS, & ACTIVITIES: FROEDTERT THEDACARE HEALTH, INC. EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. FROEDTERT THEDACARE HEALTH EMPLOYEES SERVE AS MEMBERS OF THE BOARDS OF THE SUPPORTED ORGANIZATIONS, AND FROEDTERT THEDACARE HEALTH ALSO HAS A NUMBER OF RESERVED POWERS OVER THE SUPPORTED ORGANIZATIONS. WITH RESPECT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, ST. JOSEPH'S COMMUNITY HOSPITAL, HOLY FAMILY MEMORIAL, INC., AND THEDACARE HEALTH, INC. FROEDTERT THEDACARE HEALTH MAINTAINS THE RIGHT TO REMOVE THE PRESIDENT OF EACH ORGANIZATION AND APPROVE THE SUCCESSOR; APPROVAL RIGHTS REGARDING FINANCIAL MATTERS SUCH AS STRATEGIC PLANS, BUDGETS, DEBT OBLIGATIONS; APPROVAL RIGHTS OVER CHANGES TO EACH ORGANIZATION'S BYLAWS AND ARTICLES OF INCORPORATION; AND APPROVAL RIGHTS OVER DECISIONS WHICH MATERIALLY IMPACT THE ASSETS OF EACH ORGANIZATION. EACH OF THESE RESERVED POWERS IS IN FACT EXERCISED BY FROEDTERT THEDACARE HEALTH. FOR THEDACARE, INC., THERE HAVE BEEN ONGOING INTEGRATION EFFORTS SINCE THE COMBINATION ON 1/1/2024 TO CONFORM FROEDTERT THEDACARE HEALTH, INC.'S SUPPORT FUNCTIONS AND SERVICES PROVIDED WITH THOSE PROVIDED TO OTHER LISTED SUPPORTED ORGANIZATIONS. IN REGARDS TO CP, FROEDTERT THEDACARE HEALTH HAS A 50% MEMBERSHIP INTEREST IN CP. FROEDTERT THEDACARE HEALTH APPOINTS 50% OF CP'S BOARD OF DIRECTORS. ONE OF THE FROEDTERT THEDACARE HEALTH'S APPOINTED BOARD MEMBERS SERVES AS EITHER THE CHAIRPERSON OF THE CP BOARD OF DIRECTORS OR THE VICE CHAIRPERSON OF THE BOARD OF DIRECTORS. FROEDTERT THEDACARE HEALTH HAS A NUMBER OF RESERVED POWERS WITH RESPECT TO CP WHICH INCLUDE THE RIGHT TO APPROVE FINANCIAL MATTERS SUCH AS STRATEGIC PLANS, OPERATING AND CAPITAL BUDGETS (AND MATERIAL DEVIATIONS THEREFROM) AND DEBT OBLIGATIONS; THE RIGHT TO APPROVE THE ENGAGEMENT OF AUDITORS; AND THE RIGHT TO NEGOTIATE AND EXECUTE MANAGED CARE CONTRACTS FOR AND ON BEHALF OF CP. IN ADDITION TO THESE SPECIFICALLY RESERVED AUTHORITIES, FROEDTERT THEDACARE HEALTH EQUALLY SHARES VARIOUS OTHER JOINT POWERS WITH THE OTHER 50% MEMBER WHICH INCLUDE THE APPROVAL OF GOVERNANCE RELATED MATTERS SUCH AS CHANGES TO CP'S BYLAWS AND ARTICLES OF INCORPORATION; APPROVAL OF THE MISSION AND GOALS OF CP ALONG WITH FINAL METRICS USED IN DETERMINING GOAL PERFORMANCE; APPROVAL OF ANY MERGER, DISSOLUTION AND CAPITAL ACQUISTION; AND APPROVAL OF THE APPOINTMENT OF CP'S PRESIDENT. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $32,400 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $32,400 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | SECTION PART II-B INCLUDED STATE GOVERNMENT RELATIONS DIRECT LOBBYING, CONSULTING AND EXPENSES AND A DE MINIMIS AMOUNT OF FEDERAL LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,757,766 | OtherCostOrOtherBasisAmt |
| Book Value | $17,757,766 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,635,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,129,242 | DepreciationAmt |
| Book Value | $46,506,414 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,728,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,102,073 | DepreciationAmt |
| Book Value | $39,626,056 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $285,230,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,446,059 | DepreciationAmt |
| Book Value | $60,784,133 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,928,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,303,255 | DepreciationAmt |
| Book Value | $125,624,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $290,299,214 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (42 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investments - program-related | ||
| WI RENAL CARE GROUP | ||
| FITNESS DEV ASSOC. | ||
| MKE CTR FOR DIAGNOSTIC | ||
| UPPER MW CONSOL | $200,000 | C |
| REAL ESTATE VENTURES | ||
| INVEST IN HEALTHECO | ||
| MIDWEST DIALYSIS, LLC | ||
| ACO | ||
| NETWORK HEALTH PLAN | $603,279,099 | C |
| HORIZON HOME CARE & HOSPICE | $4,679,697 | C |
| NX LEVEL | ||
| CIN | ||
| FROEDTERT SOUTH | $117,251,378 | C |
| NEW ENGLAND RE | $100,000 | C |
| AVIA HOLDINGS | $3,050,000 | C |
| XHEALTH | $1,424,945 | C |
| RX REVU | $250,000 | C |
| ABUNDUNT VENTURE | $1,500,000 | C |
| HELUS | $25,000 | C |
| CHARACTER VC | $1,403,205 | C |
| LENA | $90,000 | C |
| 1EQ | $793,793 | C |
| ARASCOPE | $400,000 | C |
| HFM HOLDING | $70,049,093 | C |
| NHP-2015MAPDR | $24,165,304 | C |
| VINCERE HEALTH | $42,126 | C |
| TCARE | $500,000 | C |
| TAILORMED | $500,000 | C |
| VALE HEALTH | $500,000 | C |
| HOMECARE HUB | $250,000 | C |
| MEDKNOWTS INC | $500,000 | C |
| THIRD EYE HEALTH | $250,000 | C |
| SEASON HEALTH INC | $1,000,000 | C |
| REAL ESTATE VENTURES LLC | $7,763,106 | C |
| THEDACARE | $1,414,586,607 | C |
| PANDA HEALTH | $2,840,672 | C |
| B WELL | $8,325,138 | C |
| NOTABLE | $1,499,997 | C |
| QVENTUS | $3,000,000 | C |
| VIRTUSENSE | $3,000,000 | C |
| ENSEMBLE | $5,000,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,278,219,160 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Assets | |
| COLLATERAL HELD FOR SECURITIES | $287,709,740 |
| SENIOR MANAGEMENT DEFERRED | $67,455,368 |
| SWAP COLLATERAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $355,165,108 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Other liabilities | |
| FAIR VALUE OF INTEREST RATE SWAPS | $3,283,702 |
| LEASE OBLIGATIONS | $134,569,751 |
| OTHER LONG TERM LIABILITIES | $58,529,895 |
| PAYABLES UNDER SECURITIES LENDING | $287,709,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $484,093,088 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | EXPLANATION OF ESCROW ACCOUNT LIABILITY ESCROW ACCOUNT LIABILITY CONSISTS OF FUNDS SEPARATELY DEPOSITED AND MAINTAINED WITH EXCEEDENT, LLC TO BE USED IN THIRD PARTY ADMINISTRATION OF HEALTH CARE CLAIMS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FROEDTERT THEDACARE 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, 2025 AND 2024, FROEDTERT THEDACARE HEALTH DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $30,401,147 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $30,401,147 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,401,147 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $319,244 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $319,244 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00026 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $4,610,486 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,396,121 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,214,365 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00177 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $4,929,730 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,396,121 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,533,609 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00203 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 18 | ActivitiesOrProgramsCnt |
| Persons Served | 3956 | PersonsServedCnt |
| Total Community Benefit Expns | $282,109 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $282,109 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00023 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 33 | PersonsServedCnt |
| Total Community Benefit Expns | $52,193 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $52,193 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00004 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 8 | ActivitiesOrProgramsCnt |
| Persons Served | 1099 | PersonsServedCnt |
| Total Community Benefit Expns | $174,067 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $174,067 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00014 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 29 | ActivitiesOrProgramsCnt |
| Persons Served | 5088 | PersonsServedCnt |
| Total Community Benefit Expns | $508,369 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $508,369 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00041 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 29 | ActivitiesOrProgramsCnt |
| Persons Served | 5088 | PersonsServedCnt |
| Total Community Benefit Expns | $5,438,099 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,396,121 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,041,978 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00243 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $7,293 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,293 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00001 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $24,606 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $24,606 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00002 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $37,062 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $37,062 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00003 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 192 | PersonsServedCnt |
| Total Community Benefit Expns | $13,987 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,987 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00001 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 192 | PersonsServedCnt |
| Total Community Benefit Expns | $82,948 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $82,948 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00007 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $4,179,932 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $3,653,431 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $4,769,496 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$1,116,065 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 4 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (4 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FH NEIGHBORHOOD HOSPITAL LLC - NB | |||||||||||
| 1 | 4805 S MOORLAND RD | NEW BERLIN | WI | 53151 | https://www.froedtert.com/locations/hospital/froedtert-community-hospital-new-berlin | 327 | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL NEW BERLIN | 1 |
| FH NEIGHBORHOOD HOSPITAL LLC - PEW | |||||||||||
| 2 | 209 PEWAUKEE RD | PEWAUKEE | WI | 53072 | https://www.froedtert.com/locations/hospital/froedtert-community-hospital-pewaukee | 328 | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL PEWAUKEE | 1 |
| FH NEIGHBORHOOD HOSPITAL LLC - OC | |||||||||||
| 3 | 7901 S 6TH ST | OAK CREEK | WI | 53154 | https://www.froedtert.com/locations/hospital/froedtert-community-hospital-oak-creek | 336 | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL OAK CREEK | 1 |
| FH NEIGHBORHOOD HOSPITAL LLC - MEQ | |||||||||||
| 4 | 11421 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | https://www.froedtert.com/locations/hospital/froedtert-community-hospital-mequon | 338 | Yes (X) | Yes (X) | Yes (X) | DBA FROEDTERT COMMUNITY HOSPITAL MEQUON | 1 |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 4 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 22 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | https://www.froedtert.com/community-engagement | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 23 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.froedtert.com/community-engagement | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.0 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
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Supplemental Information SupplementalInformationGrp (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 5 Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. In 2022, a CHNA was conducted to 1) determine current community health needs in the Froedtert Health Neighborhood Hospital, LLC service areas, 2) gather input from persons who represent the broad interest of the community and identify community assets, 3) identify and prioritize significant health needs, and 4) develop implementation strategies to address the prioritized health needs. Froedtert Health Neighborhood Hospital, LLC assessed the health needs of the communities it serves through a comprehensive data collection process from a number of key sources. Data and research included information from community members, public health officials, community leaders/experts, and non-profit organizations representing vulnerable populations in our service area. The following information/data sources were collected and taken into consideration for assessing and addressing community health needs: Community Health Survey: * A phone and online survey of 513 residents was conducted by Froedtert Community Hospital - Mequon in collaboration with community partners. The full report of these surveys can be found at https://www.froedtert.com/community-engagement/froedtert-community-hospital. * Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee utilized data from the 2020 Waukesha County CHNA telephone survey of 400 residents that was conducted by Froedtert Menomonee Falls Hospital in collaboration with other local health care systems. The full report of this survey can be found at https://www.froedtert.com/community-engagement/menomonee-falls-hospital. * Froedtert Community Hospital - Oak Creek utilized data from the 2021 Milwaukee County CHNA online survey of 8,616 residents that was conducted by Froedtert Hospital in collaboration with the Milwaukee Health Care Partnership. The full report of this survey can be found at www.healthcompassmilwaukee.org. Key Stakeholder Interviews: * Froedtert Community Hospital - Mequon Community Engagement team and leaders conducted 21 phone interviews with community leaders of various school districts, non-profit organizations, health and human service department and business leaders. A list of organizations can be found on Appendix H of the CHNA. The full key stakeholder interview results can be found at https://www.froedtert.com/community-engagement/froedtert-community-hospital. * Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee utilized data from the 2020 Waukesha County CHNA of 41 phone interviews with Waukesha County community leaders of various school districts, non-profit organizations, health and human service department and business leaders. A list of organizations can be found in Appendix G of the CHNA. The full Key Informant CHNA can be found at https://www.froedtert.com/community-engagement/menomonee-falls-hospital. In addition, the Community Engagement team and leaders conducted focus groups with key stakeholders in the Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee service areas. A list of organizations can be found in Appendix G of the CHNA. * Froedtert Community Hospital - Oak Creek utilized data from the 2021 Milwaukee County CHNA of 48 phone interviews and four focus groups with Milwaukee County community leaders of various school districts, non-profit organizations, health and human service department and business leaders. A list of organizations can be found in Appendix G of the CHNA. The full Key Informant CHNA can be found at www.healthcompassmilwaukee.org. In addition, the Community Engagement team and leaders conducted two focus groups with seven key stakeholders in the Froedtert Community Hospital - Oak Creek service area. A list of organizations can be found in Appendix G of the CHNA. Secondary Data Report: Utilizing multiple county and community-based publicly available reports, information was gathered regarding: mortality/morbidity data, injury hospitalizations, County Health Rankings, public safety/crime reports and socio-economic/social driver data. Internal Hospital Data: Internal data was gathered from Froedtert Health Neighborhood Hospital, LLC's service area to gain a better understanding of specific health needs impacting the hospital's patient population. Froedtert Health Neighborhood Hospital, LLC is committed to addressing community health needs collaboratively with local partners. * Froedtert Community Hospital - Mequon used the following methods to gain community input from June to November 2022 on the significant health needs of the Froedtert Community Hospital - Mequon community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - Mequon's community. * Froedtert Community Hospital - New Berlin used the following methods to gain community input from June to September 2020 and August and September 2022 on the significant health needs of the Froedtert Community Hospital - New Berlin community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - New Berlin's community. * Froedtert Community Hospital - Pewaukee used the following methods to gain community input from June to September 2020 and August and September 2022 on the significant health needs of the Froedtert Community Hospital - Pewaukee community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - Pewaukee's community. * Froedtert Community Hospital - Oak Creek used the following methods to gain community input from August to October 2021 and August to September 2022 on the significant health needs of the Froedtert Community Hospital - Oak Creek community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - Oak Creek's community. Input from Community Members (Froedtert Community Hospital - Mequon) Key Stakeholder Interviews: Key organizations with specific knowledge and information relevant to the scope of the identified significant health needs ("informants") in Froedtert Community Hospital - Mequon's community, including Ozaukee County, were identified by organizations and professionals that represent the broad needs of the community and organizations that serve low-income and underserved populations. These local partnering organizations also invited the stakeholder to participate in and conducted the interviews. The interviewers used a standard interview script that included the following elements: Social Determinants of Health: * Top Rank, Second Rank * How has COVID-19 impacted this issue? * If the community rallied behind one major effort to radically improve this issue, what would that initiative be? * Which community stakeholders are critical to addressing this issue? Health Conditions/Behaviors: * Top Rank, Second Rank * What populations in our communities are most affected by this issue? How are they affected? * What are the existing strategies to address the health issue? What is working well? * What additional strategies are needed to address this issue? What is keeping our community from doing what needs to be done to improve this issue? * Which community stakeholders are critical to addressing this issue? * If the community rallied behind one major effort to radically improve this issue, what would that initiative be? * How has COVID-19 impacted this issue? Additional Questions/Comments: * How would you suggest organizations reach out to community members to implement health initiatives? Do you have any additional comments you would like to share? Input from Community Members (Froedtert Community Hospital - New Berlin and Pewaukee) Key Stakeholder Interviews: Key organizations with specific knowledge and information relevant to the scope of the identified significant health needs ("informants") in Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee's community were identified by organizations and professionals that represent the broad needs of the community, and organizations that serve low-income and underserved populations. These local partnering organizations also invited stakeholders to participate in and conducted the interviews. The 2020 Waukesha County CHNA interviewers used a standard interview script that included the following elements: * Ranking of up to five public health issues, based on the focus areas presented in Wisconsin's State Health Plan, that are the most important issues for the County; |
| Schedule H, Part V, Section B, Line 5 Facility 1, 2 | Facility 1, 2 - FH NEIGHBORHOOD HOSPITALS LLC. * For those five public health issues: -Existing strategies to address the issue -Barriers and challenges to addressing the issue -Additional strategies needed -Key groups in the community that hospitals should partner with to improve community health -Identification of subgroups or subpopulations where efforts could be targeted -Ways efforts can be targeted toward each subgroup or subpopulation; and * To be responsive to the current conditions during the COVID-19 pandemic, the following additional questions were added to the interview guide: -What community needs or gaps have developed since the coronavirus pandemic began? -How can health care organizations support the community during this pandemic? -What methods of communication and outreach have been successful to reach partners and community members during the pandemic? -How would you suggest health care organizations outreach to community partners and members to implement health initiatives? The 2022 Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee CHNA interviewers used a standard interview script that included the following elements: * Ranking of two social determinants of health that are the most important issues for the service area. * For those two social determinants of health, identification of: -How COVID-19 has impacted this issue -One major effort the community could rally behind to improve the issue -The community stakeholders that are critical to addressing the issue * Ranking of two health conditions and behaviors that are the most important issues for the service area. * For those two health issues, identification of: -The populations most affected and how they are affected -Existing strategies to address the issue -Additional strategies needed and barriers to addressing the issue -The community stakeholders that are critical to addressing the issue -One major effort the community could rally behind to improve the issue -One thing the organization needs to address this issue -How COVID-19 has impacted this issue Input from Community Members (Froedtert Community Hospital - Oak Creek) Key Stakeholder Interviews: Key organizations with specific knowledge and information relevant to the scope of the identified significant health needs ("informants") in Froedtert Community Hospital - Oak Creek's community were identified by organizations and professionals that represent the broad needs of the community, and organizations that serve low-income and underserved populations. These local partnering organizations also invited stakeholders to participate in and conducted the interviews. The interviewers used a standard interview script that included the following elements: * Ranking of two social determinants of health that are the most important issues for the service area. * For those two social determinants of health, identification of: -How COVID-19 has impacted this issue -One major effort the community could rally behind to improve the issue -The community stakeholders that are critical to addressing the issue * Ranking of two health conditions and behaviors that are the most important issues for the service area. * For those two health issues, identification of: -The populations most affected and how they are affected -Existing strategies to address the issue -Additional strategies needed and barriers to addressing the issue -The community stakeholders that are critical to addressing the issue -One major effort the community could rally behind to improve the issue -One thing the organization needs to address this issue -How COVID-19 has impacted this issue Underserved Population Input: Froedtert Health Neighborhood Hospital, LLC is dedicated to reducing health disparities. Gathering input from community members who are medically underserved, from low-income and minority populations, and/or from organizations that represent those populations is important in addressing community health needs. With that in mind, Froedtert Health Neighborhood Hospital, LLC gained input: * Community Health Survey: When appropriate, data was stratified by gender, age, education household income level and marital status. * Key Stakeholder Interviews: The key stakeholder interviews included input from members of organizations representing medically underserved, low-income and minority populations. Summary of Community Member Input The top Ozaukee County health issues/behaviors and social needs ranked most consistently or most often cited in the community health survey and by key stakeholders were: Community Health Survey (Health Issues/Behaviors): * Mental Health, Mental Conditions and Suicide * Nutrition, Physical Activity and Obesity * Alcohol Abuse and Drug/Substance Use * Communicable Diseases or COVID-19 * Access to Affordable Health Care Community Health Survey (Social Needs): * Racism and Discrimination * Food Insecurity * Economic Stability and Employment * Accessible and Affordable Health Care * Social Connectedness and Belonging Key Stakeholder Interviews (Health Issues/Behaviors): * Mental Health, Mental Conditions and Suicide * Alcohol and Substance Use * Nutrition, Physical Activity and Obesity * Communicable Diseases/COVID-19 * Intimate Partner/Domestic Violence Key Stakeholder Interviews (Social Needs): * Safe and Affordable Housing * Accessible and Affordable Health Care * Accessible and Affordable Transportation * Access to Social Services * Economic Stability and Employment The top Waukesha County (Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee) health issues/behaviors and social needs ranked most consistently or most often cited in the community health survey and by key stakeholders were: Community Health Survey: * Coronavirus/COVID- 19 * Illegal Drug Use * Overweight or Obesity * Chronic Diseases * Mental Health or Depression * Access to Health Care Key Stakeholder Interviews: * Mental Health * Substance Use and Abuse * Accessible and Affordable Healthcare * Chronic Disease * Nutrition * Access to Social Services The top Milwaukee County health issues/behaviors and social needs ranked most consistently or most often cited in the community health survey and by key stakeholders were: Community Health Survey (Health Issues/Behaviors): * Mental Health * Infectious Disease * Chronic Disease * Drug Use and Abuse * Alcohol Use and Abuse Community Health Survey (Social Needs): * Access to Affordable Health Care * Access to Mental Health Services * Access to Affordable Housing * Gun Violence * Community Safety Key Stakeholder Interviews (Health Issues/Behaviors): * Mental Health, Mental Conditions and Suicide * Alcohol and Substance Use * Infectious Disease * Community Safety Key Stakeholder Interviews (Social Needs): * Affordable Childcare * Safe and Affordable Housing * Accessible and Affordable Healthcare * Access to Social Services * Economic Stability and Employment After adoption of the CHNA Report and Implementation Strategy, Froedtert Health Neighborhood Hospital, LLC publicly shares both documents with community partners, key stakeholder, hospital board members, public schools, non-profits, hospital coalition members, local public health departments and the general public. Documents are made available via email, hard copies are made available at applicable meetings, and electronic copies are made available by PDF for download on https://www.froedtert.com/community-engagement/froedtert-community-hospital. Feedback and public comments are always welcomed and encouraged. Use the contact form on the Froedtert & the Medical College of Wisconsin health network website at https://www.froedtert.com/contact, or call Froedtert ThedaCare Health, Inc.'s Community Engagement leadership/staff at 414-777-3787. Ozaukee County Key Informant Interview Organizations (MEQUON): * Aging and Disability Resource Center of Ozaukee County- Provides information, assistance, and supportive services to older adults and adults with disabilities. * Advocates of Ozaukee- Works to end domestic and sexual violence through education, prevention, and intervention services. * Cedarburg School District- Educational institution for youth. * City of Mequon- Government. * Concordia University- Higher education institute. * Ascension Columbia St. Mary's- Ozaukee- Provides health care services. * Feith Family Ozaukee YMCA- Provides programming that builds healthy spirits, mid and body for all. * Grafton Area Chamber of Commerce- Employer support. * Independence First- Non-profit serving those with disabilities. |
| Schedule H, Part V, Section B, Line 5 Facility 1, 3 | Facility 1, 3 - FH NEIGHBORHOOD HOSPITALS LLC. * MATC Mequon- Higher education institute. * Mequon- Thiensville School District- Educational institution for youth. * NAMI Ozaukee- Provides mental health services through resources, education and social support. * Ozaukee County- Government. * Ozaukee County Sheriff's Office- Emergency response. * Ozaukee Division of Sirona Recovery- Provides substance use treatment services through resources, education, and recovery support service. * Ozaukee County Economic Development- Provides services to employers in the community. * Ozaukee Family Services- Provides parents and caregivers with information and support to promote the healthy growth and development of children and to strengthen family relationships. * Saukville Food Pantry- Provides access to food to reduce food insecurity. * United Way of Northern Ozaukee County- Improves lives by mobilizing the caring power of communities around the world to advance the common good. * Washington Ozaukee Public Health Department- Government department that prevents disease and promotes health. * Washington Ozaukee Waukesha Workforce Development Board- Provide career, training, and supportive services to assist individuals that are unemployed or underemployed. Waukesha County Key Informant Interview Organizations (New Berlin & Pewaukee): * Addiction Resource Council, Inc.- Nonprofit providing addiction resources and education. * Aging and Disability Resource Center of Waukesha County- Provides information, assistance, counseling and supportive services for older adults, caregivers, people with disabilities and adults with mental health or substance use concerns. * Community Outreach Health Clinic- Free medical clinic for uninsured. * Easterseals Southeast Wisconsin- Nonprofit serving people with disabilities and at-risk families. * Elmbrook Church- Serving people who are homeless, disfranchised, mentally ill, and jobless. * Eras Senior Network, Inc.- Nonprofit serving seniors, adults with disabilities, and family caregivers. * Family Service of Waukesha- Nonprofit counseling center. * Hamilton School District- Provides education to youth. * Hebron House of Hospitality- Nonprofit dedicated to ending homelessness. * HOPE Network for Single Mothers- Nonprofit serving single mothers. * Kettle Moraine School District- Provides education to youth. * Lake Area Free Clinic- Free medical clinic for uninsured. * LindenGrove Communities- Provides assisted living, memory care, short-term rehabilitation & skilled nursing housing. * Menomonee Falls Area Food Pantry- Provides food for low-income individuals & families. * Menomonee Falls Police Department- Emergency response. * Menomonee Falls Schools- Provides education to youth. * Mukwonago Area School District- Provides education to youth. * Mukwonago Food Pantry- Provides food for low-income individuals and families. * National Alliance on Mental Illness (NAMI) Waukesha, Inc.- Nonprofit provides support for mental health. * New Berlin Food Pantry- Provides food for low-income individuals & families. * New Berlin Police Department- Emergency response. * Oconomowoc Area Chamber of Commerce- Nonprofit supporting local businesses. * Oconomowoc Area School District- Provides education to youth. * School District of New Berlin- Provides education to youth. * School District of Waukesha- Provides education to youth. * Sixteenth Street Community Health Centers- Free medical clinic for uninsured. * Sussex Area Outreach Services- Provides food for low-income individuals and families. * The FOOD Pantry Serving Waukesha County- Provides food for low-income individuals and families. * The Women's Center- Nonprofit providing safety, shelter and support for individuals affected by domestic and sexual violence. * United Way of Greater Milwaukee & Waukesha County- Shares, develops and delivers resources and programs to respond to community issues. * Waukesha County- Local government. * Waukesha County Business Alliance- Nonprofit supporting local businesses in Waukesha County. * Waukesha County Community Dental Clinic- Nonprofit proving oral health services. * Waukesha County Fire Chiefs' Association- Emergency response. * Waukesha County Health and Human Services- Government department that provides community programs to individuals & families challenged by disabilities, economic hardship and safety concerns. * Waukesha County Medical Examiner's Office- Government department that investigates deaths. * Waukesha County Department of Health and Human Services, Public Health Division- Government department that prevents disease and promotes health. * Waukesha Free Clinic- Free medical clinic for uninsured. * YMCA at Pabst Farms- Nonprofit providing services that help people improve their health and well-being. Froedtert Community Hospital - New Berlin Focus Group Organizations * LindenGrove Communities- Provides assisted living, memory care, short-term rehabilitation & skilled nursing housing. * Dynatect- Local business. * Wenthe-Davidson Engineering- Local business. * Muskego Area Chamber of Commerce- Nonprofit supporting local businesses. * New Berlin Police Department- Emergency response. * School District of New Berlin- Provides public education for youth. * New Berlin Chamber- Nonprofit supporting local businesses. Froedtert Community Hospital - Pewaukee Focus Group Organizations * Pewaukee School District- Provides public education for youth. * Positively Pewaukee- Nonprofit dedicated to making Pewaukee a premiere destination and a place people love to call home. * Sussex Area Outreach Services- Nonprofit serving individuals and families with food, emergency financial assistance, preventive health programming, resources and referrals. * Pewaukee Parks & Recreation- Providing programs, parks, sports clubs for Pewaukee residents. * Hamilton School District- Provides public education for youth. Milwaukee County Key Informant Interview Organizations (Oak Creek): * Ascension/United Way- United Way, Ascension and other organizations received a BUILD challenge grant for Sherman Park. It focuses on decreasing community violence and strengthening collaborative partnership in the Sherman Park Community. * Badger Philanthropies- Strives to be a philanthropic leader in improving the quality of life of the diverse global communities in which it works. * Black Health Coalition of Wisconsin- A group of local organizations and individuals whose collaborative goal is to address the health problems of African Americans. * Boys & Girls Clubs of Greater Milwaukee- Nonprofit youth serving agency providing academic and recreational programming. * Children's Health Alliance of Wisconsin, Milwaukee County Oral Health Task Force- Coalition to improve oral health and access to care. * City of Milwaukee Health Department- Government agency providing population health support. * City of Milwaukee, Office of the Mayor- Government agency. * City of Milwaukee Office of Violence Prevention- Government department to reduce violence. * Community Advocates- Community advocacy agency. * CORE- El Centro- Social service agency providing holistic healing and wellness services. * Disability Rights Wisconsin- A private non-profit organization that protects the rights of people with disabilities statewide. * Diverse & Resilient- Provides services to achieve health equity and improve the safety and well-being of LGBTQ people and communities in Wisconsin. * Feeding America Eastern Wisconsin- Agency that operates food banks across eastern Wisconsin. * Gerald L. Ignace Indian Health Center- Federally qualified health center primarily serving the Native American population. * Greater Milwaukee Foundation- Community philanthropic foundation providing funds to strengthen community organizations and programs. * IMPACT, Inc.- Nonprofit social service agency providing access and navigation to community resources. * Institute for Health and Equity at the Medical College of Wisconsin- The Institute for Health & Equity is focused on researching the root causes of health disparities in our communities, and advancing the best practices to foster health equity throughout the world. * Interfaith- Provides information, assistance, and supportive services to increase the self-sufficiency and well-being of older adults in the community. * Journey House- Family empowerment agency serving diverse populations. * Lutheran Social Services of Wisconsin and Upper Michigan- Nonprofit social service agency to improve the health and wellbeing of our community. * Mental Health America of Wisconsin- Mental health advocacy agency. |
| Schedule H, Part V, Section B, Line 5 Facility 1, 4 | Facility 1, 4 - FH NEIGHBORHOOD HOSPITALS LLC. * Milwaukee Center for Independence (Whole Health Clinical Group)- Service provider and advocacy agency for adults with mental illness. * Milwaukee County Behavioral Health Division- Government department connecting residents with behavioral health services. * Milwaukee County Department of Aging- Provides information, assistance, counseling and supportive services to older adults and caregivers. * Milwaukee County Department of Health and Human Services- Government department that prevents disease and promotes health. * Milwaukee County District Attorney's Office- Governmental department promoting public safety and advocating for violence prevention. * Milwaukee County Office on African American Affairs- Government agency providing services to African American communities. * Milwaukee Fire Department- Emergency response. * Milwaukee Latino Health Coalition- A collaboration of individuals and organizations dedicated to promoting health and wellness, reducing health disparities, eliminating stigma, and striving for social justice through education advocacy, research, and sharing of resources. * Milwaukee Police Department- Emergency response. * Milwaukee Public Schools- Provides public education for Milwaukee youth. * Milwaukee Rescue Mission/Safe Harbor- Faith-based organization. * Milwaukee Urban League- Nonprofit committed to addressing disparities, advancing economic stability and improving educational outcomes. * Muslim Community & Health Center- Strengthens the Milwaukee community and increases the well-being of its residents by providing free and charitable health care services, social services, counseling, emergency assistance, educational and job-training programs. * P3 Development Group- Organization that collaborates with clients seeking solutions for DEI, Economic, Leadership and community development initiatives. * Safe & Sound- Nonprofit uniting residents, youth, law enforcement, and community resources to build safe and empowered neighborhoods. * Social Development Commission- Community action agency to address economic disparities. * Sojourner Family Peace Center- Nonprofit providing safety, shelter, advocacy, and support for individuals affected by domestic or sexual violence. * Southeast Asian Educational Development (SEAED) of Wisconsin, Inc.- Nonprofit to advocate for an engage the Asian American community for positive change regarding chronic diseases and cancer health and wellness. * United Community Center- Nonprofit agency providing education, cultural arts, recreation, community development, and health and human services programing to residents of all ages on Milwaukee's near south side. * United Way of Greater Milwaukee and Waukesha County (2 people interviewed)- Engages, convenes, and mobilizes community resources to address root causes of local health and human services. * UniteWI- A coordinated care network of health and social care providers. * Vivent Health- Health care provider for sexually transmitted infections and harm reduction programming * YWCA Southeast Wisconsin- Nonprofit working to eliminate racism and empower women * Zablocki VA Medical Center- Provides health care services to Veterans, their families, and caregivers. * Zilber Family Foundation- Philanthropic foundation dedicated to enhancing well-being in Milwaukee. * Zilber School of Public Health- Higher education institute. Milwaukee County CHNA Focus Groups * Safety Net Clinic Focus- Representatives from Milwaukee's five Federally Qualified Health Centers (FQHCs) and the Free and Community Clinic Collaborative (FC3), a coalition of 25 safety net clinics that provide free and low-cost health care services to uninsured and underinsured patients. * Socio-economic Focus- Representatives from community-based organizations serving low-income populations. * Public Health Focus- Representatives from the eleven local health departments serving Milwaukee County municipalities. * Youth Focus- Representatives from community-based organizations serving children and adolescents. Froedtert Community Hospital - Oak Creek Focus Group Organizations * Oak Creek-Franklin Joint School District- Provides public education for youth. * Greendale Health Department- Government department that prevents disease and promotes health. * South Milwaukee/ St. Francis Health Department- Government department that prevents disease and promotes health. * Oak Creek Fire Department- Emergency response. * City of Oak Creek- Government agency. * Oak Creek Health Department- Government department that prevents disease and promotes health. * Salvation Army- Organization that provides global support and resources around emergency response, health, addiction, and social work. * Community Medical Services- South Milwaukee (CMS)- Addiction treatment. * Cudahy Health Department- Government department that prevents disease and promotes health. |
| Schedule H, Part V, Section B, Line 6a Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. Froedtert Health Neighborhood Hospital, LLC collaborated with the other hospital systems and organizations to assess the health needs of the communities it serves through a comprehensive data collection process from a number of key sources. This shared CHNA serves as the foundation for Froedtert Health Neighborhood Hospital, LLC and is the basis for creation of an implementation strategy to improve health outcomes and reduce disparities in the hospital's primary service area. Ozaukee County Collaborative Partners: * Ascension Wisconsin * Aurora Health Care * Froedtert Thedacare Health Waukesha County Collaborative Partners: * Ascension Wisconsin * Aurora Health Care * Froedtert Thedacare Health * ProHealth Care * Children's Wisconsin Milwaukee County Collaborative Partners: * Ascension Wisconsin * Aurora Health Care * Froedtert Thedacare Health * Children's Wisconsin After completion of the shared CHNA, the data was taken into consideration in order for Froedtert Health Neighborhood Hospital, LLC to create an independent CHNA and Implementation Strategy specific to the hospitals service area and community health needs. |
| Schedule H, Part V, Section B, Line 6b Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. Froedtert Health Neighborhood Hospital, LLC collaborated with the other hospital systems and organizations to assess the health needs of the communities it serves through a comprehensive data collection process from a number of key sources. This shared CHNA serves as the foundation for Froedtert Health Neighborhood Hospital, LLC and is the basis for creation of an implementation strategy to improve health outcomes and reduce disparities in Ozaukee County, Waukesha County and Milwaukee County and the hospital's primary service area. Ozaukee County Organizations: * Washington Ozaukee Public Health Department * JKV Research Waukesha County Organizations: * Waukesha County Public Health Division * JKV Research * Center of Urban Population Health (CUPH) Milwaukee County Organizations: * Conduent Healthy Communities Institute * Milwaukee Health Department * Center of Urban Population Health (CUPH) After completion of the shared CHNA, the data was taken into consideration in order for Froedtert Health Neighborhood Hospital, LLC to create an independent CHNA and Implementation Strategy specific to the hospitals service area and community health needs. |
| Schedule H, Part V, Section B, Line 7 Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. The full version of the most recent and past CHNA summaries, reports and other supporting documents can be found on Froedtert Thedacare Health's website: https://www.froedtert.com/community-engagement Additionally, needs assessments and county health improvement plans can be found at the following website: * Washington Ozaukee Public Health Department: https://washozwi.gov/health-strategy/ * Waukesha County Public Health: https://www.waukeshacounty.gov/chip * Oak Creek Public Health: https://www.oakcreekwi.gov/government/departments/health |
| Schedule H, Part V, Section B, Line 11 Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. Froedtert Health Neighborhood Hospital, LLC's Implementation Strategy is posted on our intranet site for staff, physicians and leaders as well as the general public through our external website Froedtert.com. To access the Implementation Strategy, please go to: https://www.froedtert.com/community-engagement Community Health Improvement Plan for Froedtert Health Neighborhood Hospital, LLC is available online at: https://www.froedtert.com/community-engagement The Fiscal Year 2024 - 2026 Implementation Strategy/Community Health Improvement Plan was reviewed and adopted by the Froedtert Health Neighborhood Hospital, LLC Board of Managers on 8/7/2023. The CHNA was reviewed by the Froedtert Health Neighborhood Hospital, LLC CHNA/Implementation Strategy Advisory Committees, which consists of members of the Froedtert Health Neighborhood Hospital, LLC Community Advisory Committees, community partners, the local Public Health Departments and hospital and health system leadership and staff. Members of the committee were selected based on their specific knowledge of health needs and resources in the Froedtert Health Neighborhood Hospital, LLC's service area for a collective analysis of the findings from the Community Health Needs Assessment. Under the direction of the Department of Community Engagement leadership team and a trained meeting facilitator, the planning process included four steps in prioritizing Froedtert Health Neighborhood Hospital, LLC's significant health needs: 1. Review current hospital and community health improvement initiatives and strategies. 2. Review the Community Health Needs Assessment results for identification and prioritization of community health needs. 3. Rank and selected priority areas. 4. Brainstorm evidence-based strategies, partnerships and programs to address community health needs. During a facilitated workout session in January 2023, members of the CHNA/Implementation Strategy Advisory Committee were asked to rate each health need based on the following criteria to identify the significant health needs: * Alignment: the degree to which the health issue aligns with Froedtert Thedacare Health's mission and strategic priorities. * Feasibility: the degree to which the hospital can address the need through direct programs, clinical strengths and dedicated resources. * Partnerships: the degree to which there are current or potential community partners/coalitions. * Health Equity: the degree to which disparities exist and can be addressed. * Measurable: the degree to which measurable impact can be made to address the issue. * Upstream: the degree to which the health issue is upstream from and a root cause of other health issues. Based on those results, mental health was identified as the top priority for Froedtert Health Neighborhood Hospital, LLC's 2024-2026 Implementation Strategy. Significant Health Needs Not Addressed Froedtert Health Neighborhood Hospital, LLC is unable to address all of the identified community health needs due to limited resources, magnitude/severity of the issue, or the presence of existing resources already in place to address the need. * Alcohol Use and Substance Use: Addressed through the Washington Ozaukee Substance Use Coalition, Waukesha County Heroin Task Force and Public Health Coalitions and Healthiest Oak Creek Coalition Substance Use Action Team, a collaboration of the local health department and non-profits. * Nutrition, Physical Activity and Obesity: Not addressed as stand-alone significant health needs but will be included in prevention efforts to improve mental wellness. * Communicable Disease/ COVID-19: As part of the Froedtert & the Medical College of Wisconsin health network, Froedtert Health Neighborhood Hospital, LLC will continue to dedicate resources, including but not limited to medical supplies, PPE, COVID-19 testing, medical services and treatment for those with COVID-19 and community-focused interventions to address the ongoing COVID-19 pandemic. * Accessible and Affordable Health Care: This need is addressed through the hospital's care delivery system. The most recent Community Health Needs Assessment identified individuals in Froedtert Health Neighborhood Hospital, LLC primary service area as having high access to a variety of health care services. Access to mental health care is an identified need that will be addressed in the implementation plan strategies. * Safe and Affordable Housing: Froedtert Health Neighborhood Hospital, LLC are small-scale community hospitals offering emergency and inpatient care, with focus on a specific range of patient needs. Safe and affordable housing is outside the expertise, capacity and scope of services provided. However, as part of the Froedtert & the Medical College of Wisconsin health network, Froedtert Health Neighborhood Hospital, LLC will continue to support housing through the Housing Navigation Program, charitable giving and community partnerships. * Economic Stability and Employment: Froedtert & the Medical College of Wisconsin health network will continue to support economic stability and employment through workforce development efforts such as clinical rotations, job shadows and scholarships. Froedtert Health Neighborhood Hospital, LLC will support efforts to expose youth to behavioral health careers through health care career exploration opportunities. Froedtert Health Neighborhood Hospital, LLC Summary of Implementation Strategy Froedtert Health Neighborhood Hospital, LLC has completed a separate Implementation Strategy that addresses the hospital's implementation strategy to meet the community health needs identified in this CHNA. The following is a summary of that separate, more comprehensive Implementation Strategy report. The key programs, strategies and dedicated hospital resources intended to address identified significant community health needs are addressed below. Community Engagement and Froedtert Health Neighborhood Hospital, LLC have dedicated full time employees and budgeted funds toward serving the needs of the Froedtert Health Neighborhood Hospital, LLC communities. To access a copy of the full Implementation Strategy, please go to https://www.froedtert.com/community-engagement. Coalition Participation, Charitable Giving and Sponsorship, Health Care Career Exploration, Educational Trainings and Referral Applications. CHNA Significant Health Need: Mental Health Goal: Support mental health and well-being through evidence-based, community-led prevention programs and navigation of support services that are equitable, high-quality, culturally responsive, and linguistically appropriate, specifically for priority populations. Objective: * Support mental health outreach, education and prevention programs by June 30, 2026. * Improve access to mental health services and navigation to community resources by June 30, 2026. Froedtert Health Neighborhood Hospital, LLC Actions: * Actively participate on the Washington Ozaukee Mental Health Committee, Waukesha County Mental Health Action Team and Healthiest Oak Creek Coalition. * Support mental health efforts through charitable giving and sponsorship. * Expand mental health care career exploration to offer at least two presentations or speakers for middle school or high school students per year. * Collaborate with community organizations to conduct at least one educational training to increase awareness and skills to address mental health concerns, improve individual self-care and provide community with support, tools and resources. * Utilize and promote Impact 211 as a central access point for people who are in need of mental health support. * Explore the expansion of SilverCloud to the community. Froedtert Health Neighborhood Hospital, LLC Available Resources: * Community Engagement leadership/staff * Behavioral Health services * Froedtert Menomonee Falls Hospital Community Outreach Steering Committee funds * Froedtert Thedacare Health sponsorship * Workforce development * The Department of Psychiatry and Behavioral Health * The Medical College of Wisconsin * Inception Health * Behavioral Health liaison Froedtert Health Neighborhood Hospital, LLC Collaborative Partners: * Washington Ozaukee Public Health Department - Partner to promote and implement mental health initiatives. * Washington County school districts - Partner to expose youth to mental health care careers. * NAMI Ozaukee - Partner to provide educational trainings in the community. |
| Schedule H, Part V, Section B, Line 11 Facility 1, 2 | Facility 1, 2 - FH NEIGHBORHOOD HOSPITALS LLC. * Impact 211 - Partner to increase awareness of mental health resources. * United Way of Northern Ozaukee - Partner to increase awareness and navigation to mental health resources. * Ozaukee Family Services - Partner to provide mental health education and services. * Kettle Moraine YMCA Feith Family Branch - Partner to increase awareness of mental health resources. * Waukesha County Public Health Department - Partner to promote and implement mental health initiatives. * Waukesha County school districts - Partner to expose youth to mental health care careers. * National Alliance on Mental Illness (NAMI) Southeast Wisconsin - Partner to provide educational trainings in the community. * Elevate, Inc. - Partner to provide education and resources. * First responders - Partner to conduct front line mental health trainings. * Eras Senior Network - Partner to provide mental health programs to elderly population. * Addiction Resource Council - Partner to provide education and resources. * CESA 1 - Partner to engage students in health care career explorations. * Local health departments - Partner to promote and implement mental health initiatives. * Local school districts - Partner to expose youth to mental health care careers. * Milwaukee Area Technical College - Partner to target young adults. * Oak Creek Health Department social worker - Partner to refer individuals for mental health services. * Senior living facilities - Partner to provide services for older adults. Coalition Participation FY 2025 Outcomes/Progress: * Waukesha County CHIP Action Teams - Healthy Aging, Mental Health and Substance Misuse * Healthiest Oak Creek * Mental Wellness Coalition - Washington and Ozaukee County Health Department Charitable Giving and Sponsorship FY 2025 Outcomes/Progress: * Total Ozaukee County Sponsorship: $4,140 Educational Trainings FY 2025 Outcomes/Progress: * UW-Extension Waukesha County We Cope - 18 people trained * Promoted trainings provided the Community Action Coalition (Mental Health First Aid, Psychological First Aid, QPR, and QPR Suicide Prevention) Mental Health Care Career Exploration FY 2025 Outcomes/Progress: * St. Matthews Middle School and Oak Creek High School - 252 students impacted. * Port Washington High School - 94 students impacted * Pewaukee High School - 6 students impacted Impact 211 Promotion FY 2025 Outcomes/Progress: * 31 people participated in a virtual training at three different Community Advisory Committee Meetings. SilverCloud Expansion FY 2025 Outcomes/Progress: * Pilot launched February 2025. * Community partner communication was distributed to promote SilverCloud for the Community as well as support materials. * Phase two will include providing train-the-trainer opportunities for community organizations. * In FY25, 27 people utilized the platform. Other Engagement Programs and Initiatives Community Engagement proactively addresses the social, cultural and economic determinants that underpin health and seeks to build partnerships with others to find solutions. Froedtert & the Medical College of Wisconsin are committed to making a positive, sustained difference in our community. Community Engagement will strengthen the economic vitality and quality of life of those communities we serve. Froedtert Health Neighborhood Hospital, LLC. Community Engagement programming and health improvement activities are supported through staff resources, budgeted dollars for programming and community partnerships. Community Health Education and Outreach Programs (Chronic Disease) FY2025 Outcomes/Progress: * 286 individuals were served for the Wellness in Our Parks program in Ozaukee County. Drug Collection (Behavioral Health) As part of our commitment to improve the quality of life in our community and address drug/heroin addiction in our communities, Froedtert Health Neighborhood Hospital, LLC (Froedtert Community Hospital- New Berlin) partnered with Waukesha County Drug Free Communities Coalition, and the New Berlin Police Department to host a drug collection. FY 2025 Outcomes/Progress: * At the Moorland Reserve Health Center in New Berlin collections, area residents dropped off 1,052 pounds of prescription and over-the-counter medications and 570 area households participated in the collection. This year it took over 187 hours to make the collections possible. * Ozaukee County Drug Collection is organized by the Washington Ozaukee County Health Department and local partners. 108 area residents dropped off prescription and over-the-counter medications and 24 volunteer hours were spent assisting in this effort. * In Oak Creek 155 pounds of medications were collected. Participants who dropped off medications receive a $5 voucher to use with any vendor at the Farmers Market. Flu Clinics (Chronic Disease) Froedtert Community Hospital- New Berlin and Froedtert Community Hospital- Pewaukee offer flu clinics for uninsured populations. FY 2025 Outcomes/Progress: * During the fall of Fiscal Year 2025, 8 people were immunized at the New Berlin Food Pantry. The clinic was staffed by hospital pharmacists and support staff who were certified by the state to administer immunizations. * During the fall of Fiscal Year 2025, 8 people were immunized at the Pewaukee Food Pantry. The clinic was staffed by hospital pharmacists and support staff who were certified by the state to administer immunizations. Safety Saturdays/National Night Out (Injury) FY 2025 Outcomes/Progress: * 1,000 individuals were served at the New Berlin Safety Saturday event. * 80 individuals were served at the Super Senior Open House in Pewaukee. * 500 individuals were served for National Night out in Oak Creek. * 250 individuals were served at the Senior National Night Out in Oak Creek. * 250 individuals were served at Port Washington National Night Out. Health Care Career Exploration (Workforce Development) High school health care exploration are programs that we offer to showcase healthcare careers to middle and high school students. Partnered with Junior Achievement by providing health care professionals to speak at their Career Days. FY 2025 Outcomes/Progress: * Two staff served as mentors for a student in Pewaukee. Sexual Assault Nurse Examiner (SANE) Available 24 Hours a Day (Access to Care and Navigation/Violence) When emergencies take on the even more traumatic element of sexual assault, the specially trained SANE program staff has created a safe haven at Froedtert Health Neighborhood Hospital, LLC for comprehensive, compassionate care. SANE staff are registered nurses with advanced training in medical-forensic examination and in the psychological and emotional trauma patient's experience. They care for victims of all ages, races and populations to provide timely emotional support. SANE nurses are available to speak to groups and organizations. They are also able to serve as expert witnesses if called to testify at a trial. Services provided: * Physical examination and wellness check * Collection of medical-forensic evidence * Assistance with reporting the crime to police, when requested (mandatory reporting for children) * Assistance with concerns about sexually transmitted infection and pregnancy * Assistance with safety planning * Development of a medical follow-up plan FY2025 Outcomes/Progress: * SANE nurses screened 41 total patients and provided referrals and case management after initial consultation. * New Berlin: 22; Oak Creek: 12; Pewaukee: 2; Mequon: 5 Drives FY2025 Outcomes/Progress: * Three health network drives are completed across the health network each year. These include the Holiday Gift Giving, blood drives and Healthy Shelves. |
| Schedule H, Part V, Section B, Line 11 Facility 1, 3 | Facility 1, 3 - FH NEIGHBORHOOD HOSPITALS LLC. Froedtert in Action FY2025 Outcomes/Progress: * New Berlin Fall Yard Clean - Ups: 7 Froedtert in Action volunteers serving 1 individual by cleaning their yards. * New Berlin Drive Thru Flu Clinic volunteers: 8 volunteers helped serve 40 individuals. * New Berlin Food Pantry - Post Office Drive Sort: 17 Froedtert in Action volunteers participated. * Pewaukee Shop with a Cop: 24 Froedtert in Action volunteers served 38 individuals. * Hope Center: 3 visits to help serve lunch and assist in their free Clothing Shop - 6 Froedtert in Action volunteers participated. * Junior Achievement Biz Town: 2 Froedtert in Action volunteers served as a chaperone that helped serve 105 students. * Ozaukee County Women in Leadership Business Resource Group Day of the Girl Volunteering: 6 Froedtert in Action volunteers participated in food sorting at Family Sharing of Ozaukee County. United Way Employee Giving Campaign (Community Development) Froedtert Health Neighborhood Hospital, LLC collaborates with local United Ways to address community needs in the areas of meeting basic needs, developing self-reliance, strengthening communities and community support. Froedtert Health Neighborhood Hospital, LLC hosts an annual workplace giving campaign to support all local United Ways. FY 2025 Outcomes/Progress: * 10 hours from staff and leaders to coordinate campaign. * $1,804 restricted corporate gift to local United Ways. * Overall dollars raised by staff, leaders and physicians - $1,183,752.50 ACA Insurance Marketplace and Enrollment Assistance (Access to Care and Navigation) Froedtert Thedacare Health (parent company of Froedtert Health Neighborhood Hospital, LLC) recognized the need to help individuals navigate the new choices available to them through the Affordable Care Act's Insurance Marketplace and Medicaid reforms. Our overall health network of certified application counselors screen and enroll individuals in Public Assistance and Marketplace Insurance Plans. In addition, our certified application counselors answered thousands of phone calls and assisted with questions. Froedtert Thedacare Health also partnered with the Milwaukee Enrollment Network which represented health systems, free clinics, health departments and other non-profit organizations to reach out to people throughout Milwaukee, Manitowoc, Washington and Waukesha Counties in securing adequate and affordable health insurance. FY2025 Outcomes/Progress: * Our network of certified application counselors assisted a total of 7,906 individuals with approximately 59 for Froedtert Health Neighborhood Hospital, LLC. SDOH Screening/UniteUs FY2025 Outcomes/Progress: * Of those screened at Froedtert Health Neighborhood Hospital, LLC, 425 identified as underserved patients with 4 referrals. Service Line Outreach Various services lines provide community outreach and educations. Service lines include neurosciences, heart and vascular, trauma, behavioral health, maternal and child health, and cancer. FY 2025 Outcomes/Progress: * Services lines impacted over 30 individuals through various outreach initiatives. For more information on Froedtert Health Neighborhood Hospital, LLC. Community Benefit programs, please visit https://www.froedtert.com/community-engagement or see Report to the Community at https://www.froedtert.com/about/annual-reports. |
| Schedule H, Part V, Section B, Line 13 Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. Froedtert Thedacare Health reserves the right to review each Financial Assistance application on its own merits and to consider other extenuating circumstances in the decision to approve a patient's application for Financial Assistance. The applicant's gross family income will be determined using Modified Adjusted Gross Income (MAGI). Modified Adjusted Gross Income includes both earned income and passive income received. A patient who has an annual gross income equal to or less than 400% of the current year's poverty guidelines will not pay more than 15% of his/her annual gross income on any single account during the approved Financial Assistance eligibility timeframe. Patients who meet the requirements and have a gross income equal or less than 250% of the FPL may qualify for a 100% discount. Patients who meet the requirements and have a gross income between 250% and 400% of the FPL may qualify for a discount on a sliding scale. In addition to income, Froedtert Thedacare Health also takes certain assets into consideration. Assets protected from financial evaluation include a household's retirement assets, home equity, and a portion of cash and savings assets. |
| Schedule H, Part V, Section B, Line 13 Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. OUT OF POCKET MAXIMUM DISCOUNT. |
| Schedule H, Part V, Section B, Line 20 Facility 1, 1 | Facility 1, 1 - FH NEIGHBORHOOD HOSPITALS LLC. WE REQUEST ADDITIONAL DOCUMENTATION WHEN AN INDIVIDUAL HAS SUBMITTED AN INCOMPLETE FINANCIAL ASSISTANCE APPLICATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 0 | FacilityNum |
Supplemental Information Detail SupplementalInformationDetail (19 entries)
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| Schedule H, Part I, Line 7f | TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25 COLUMN (A) IS $1,249,772,269. THIS INCLUDES THE EXPENSES FOR ALL ACTIVITIES OF FROEDTERT ThedaCare HEALTH, INC. (NOT JUST RELATED TO THE COMMUNITY HOSPITALS). THEREFORE, THE PERCENTAGES ON PART I, LINE 7 COLUMN F ARE LOW. |
| Schedule H, Part I, Line 3c | IN ALIGNMENT WITH THE FROEDTERT THEDACARE HEALTH, INC. FINANCIAL ASSISTANCE POLICY FH NEIGHBORHOOD HOSPITALS LLC RESERVES THE RIGHT TO REVIEW EACH APPLICATION FOR FINANCIAL ASSISTANCE ON ITS OWN MERITS AND TO CONSIDER OTHER EXTENUATING CIRCUMSTANCES IN THE DECISION TO APPROVE OR DENY A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. THE APPLICANT'S GROSS FAMILY INCOME WILL BE COMPARED TO THE ANNUAL FEDERAL POVERTY GUIDELINES SET FORTH BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. A PATIENT WHO HAS AN ANNUAL GROSS INCOME EQUAL TO OR LESS THAN 400% OF THE CURRENT YEAR'S POVERTY GUIDELINES WILL NOT PAY MORE THAN 15% OF THEIR ANNUAL GROSS INCOME ON ANY SINGLE ACCOUNT DURING THE APPROVED ELIGIBILITY TIMEFRAME. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME EQUAL OR LESS THAN 250% OF THE FPG MAY QUALIFY FOR A 100% DISCOUNT. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME BETWEEN 250% AND 400% OF THE FPG MAY QUALIFY FOR A DISCOUNT ON A SLIDING SCALE. IN ADDITION TO INCOME, FH NEIGHBORHOOD HOSPITALS LLC ALSO TAKES CERTAIN ASSETS INTO CONSIDERATION. ASSETS PROTECTED FROM FINANCIAL EVALUATION INCLUDE A PORTION OF A HOUSEHOLD'S RETIREMENT ASSETS, CASH, SAVINGS ASSETS AND HOME EQUITY. |
| Schedule H, Part VI, Line 2 Needs Assessment Continued | Input from Community Members (Froedtert Community Hospital - New Berlin and Pewaukee) Key Stakeholder Interviews: Key organizations with specific knowledge and information relevant to the scope of the identified significant health needs ("informants") in Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee's community were identified by organizations and professionals that represent the broad needs of the community, and organizations that serve low-income and underserved populations. These local partnering organizations also invited stakeholders to participate in and conducted the interviews. The 2020 Waukesha County CHNA interviewers used a standard interview script that included the following elements: * Ranking of up to five public health issues, based on the focus areas presented in Wisconsin's State Health Plan, that are the most important issues for the County; * For those five public health issues: -Existing strategies to address the issue -Barriers and challenges to addressing the issue -Additional strategies needed -Key groups in the community that hospitals should partner with to improve community health -Identification of subgroups or subpopulations where efforts could be targeted -Ways efforts can be targeted toward each subgroup or subpopulation; and * To be responsive to the current conditions during the COVID-19 pandemic, the following additional questions were added to the interview guide: -What community needs or gaps have developed since the coronavirus pandemic began? -How can health care organizations support the community during this pandemic? -What methods of communication and outreach have been successful to reach partners and community members during the pandemic? -How would you suggest health care organizations outreach to community partners and members to implement health initiatives? The 2022 Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee CHNA interviewers used a standard interview script that included the following elements: * Ranking of two social determinants of health that are the most important issues for the service area. * For those two social determinants of health, identification of: -How COVID-19 has impacted this issue -One major effort the community could rally behind to improve the issue -The community stakeholders that are critical to addressing the issue * Ranking of two health conditions and behaviors that are the most important issues for the service area. * For those two health issues, identification of: -The populations most affected and how they are affected -Existing strategies to address the issue -Additional strategies needed and barriers to addressing the issue -The community stakeholders that are critical to addressing the issue -One major effort the community could rally behind to improve the issue -One thing the organization needs to address this issue -How COVID-19 has impacted this issue Input from Community Members (Froedtert Community Hospital - Oak Creek) Key Stakeholder Interviews: Key organizations with specific knowledge and information relevant to the scope of the identified significant health needs ("informants") in Froedtert Community Hospital - Oak Creek's community were identified by organizations and professionals that represent the broad needs of the community, and organizations that serve low-income and underserved populations. A list of key stakeholders can be found in Appendix G of the CHNA. These local partnering organizations also invited stakeholders to participate in and conducted the interviews. The interviewers used a standard interview script that included the following elements: * Ranking of two social determinants of health that are the most important issues for the service area. * For those two social determinants of health, identification of: -How COVID-19 has impacted this issue -One major effort the community could rally behind to improve the issue -The community stakeholders that are critical to addressing the issue * Ranking of two health conditions and behaviors that are the most important issues for the service area. * For those two health issues, identification of: -The populations most affected and how they are affected -Existing strategies to address the issue -Additional strategies needed and barriers to addressing the issue -The community stakeholders that are critical to addressing the issue -One major effort the community could rally behind to improve the issue -One thing the organization needs to address this issue -How COVID-19 has impacted this issue Underserved Population Input: Froedtert Health Neighborhood Hospital, LLC is dedicated to reducing health disparities. Gathering input from community members who are medically underserved, from low-income and minority populations, and/or from organizations that represent those populations is important in addressing community health needs. With that in mind, Froedtert Health Neighborhood Hospital, LLC gained input: * Community Health Survey: When appropriate, data was stratified by gender, age, education household income level and marital status. * Key Stakeholder Interviews: The key stakeholder interviews included input from members of organizations representing medically underserved, low-income and minority populations. Summary of Community Member Input The top Ozaukee County health issues/behaviors and social needs ranked most consistently or most often cited in the community health survey and by key stakeholders were: Community Health Survey (Health Issues/Behaviors): * Mental Health, Mental Conditions and Suicide * Nutrition, Physical Activity and Obesity * Alcohol Abuse and Drug/Substance Use * Communicable Diseases or COVID-19 * Access to Affordable Health Care Community Health Survey (Social Needs): * Racism and Discrimination * Food Insecurity * Economic Stability and Employment * Accessible and Affordable Health Care * Social Connectedness and Belonging Key Stakeholder Interviews (Health Issues/Behaviors): * Mental Health, Mental Conditions and Suicide * Alcohol and Substance Use * Nutrition, Physical Activity and Obesity * Communicable Diseases/COVID-19 * Intimate Partner/Domestic Violence Key Stakeholder Interviews (Social Needs): * Safe and Affordable Housing * Accessible and Affordable Health Care * Accessible and Affordable Transportation * Access to Social Services * Economic Stability and Employment The top Waukesha County (Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee) health issues/behaviors and social needs ranked most consistently or most often cited in the community health survey and by key stakeholders were: Community Health Survey: * Coronavirus/COVID- 19 * Illegal Drug Use * Overweight or Obesity * Chronic Diseases * Mental Health or Depression * Access to Health Care Key Stakeholder Interviews: * Mental Health * Substance Use and Abuse * Accessible and Affordable Healthcare * Chronic Disease * Nutrition * Access to Social Services The top Milwaukee County health issues/behaviors and social needs ranked most consistently or most often cited in the community health survey and by key stakeholders were: Community Health Survey (Health Issues/Behaviors): * Mental Health * Infectious Disease * Chronic Disease * Drug Use and Abuse * Alcohol Use and Abuse Community Health Survey (Social Needs): * Access to Affordable Health Care * Access to Mental Health Services * Access to Affordable Housing * Gun Violence * Community Safety Key Stakeholder Interviews (Health Issues/Behaviors): * Mental Health, Mental Conditions and Suicide * Alcohol and Substance Use * Infectious Disease * Community Safety Key Stakeholder Interviews (Social Needs): * Affordable Childcare * Safe and Affordable Housing * Accessible and Affordable Healthcare * Access to Social Services * Economic Stability and Employment After adoption of the CHNA Report and Implementation Strategy, Froedtert Health Neighborhood Hospital, LLC publicly shares both documents with community partners, key stakeholder, hospital board members, public schools, non-profits, hospital coalition members, local public health departments and the general public. Documents are made available via email, hard copies are made available at applicable meetings, and electronic copies are made available by PDF for download on https://www.froedtert.com/community-engagement/froedtert-community-hospital. Feedback and public comments are always welcomed and encouraged. Use the contact form on the Froedtert & the Medical College of Wisconsin health network website at https://www.froedtert.com/contact, or call Froedtert Thedacare Health, Inc.'s Community Engagement leadership/staff at 414-777-3787. |
| Schedule H, Part I, Line 6a | Every year, Froedtert Thedacare Health produces an annual report to the community highlighting community outreach programs, patient impact stories and investments in the communities we serve. The report is mailed to over 150 area non-profits, chambers of commerce, hospital partners, Froedtert Health Neighborhood Hospital, LLC Board of Directors, Froedtert Health Neighborhood Hospital, LLC leaders and staff, government officials, business leaders and other community members. A copy of the most recent report can be found at https://www.froedtert.com/about/annual-reports |
| Schedule H, Part II Community Building Activities | To promote the health of our communities, Froedtert Health Neighborhood Hospital, LLC participates in numerous community building activities, which are not included elsewhere on Schedule H. These activities include: 1. Coalition Building: Froedtert Thedacare Health Community Engagement staff participate on the community health coalition through local health departments. Froedtert Thedacare Health SANE (Sexual Assault Nurse Examiner Program) works closely with volunteers from the area Women's Shelter to care for victims of sexual assault and SANE nurses collaborate with a county coalition to promote awareness, education and prevention of sexual assaults. 2. Community Support: Participation in local emergency preparedness and youth focused coalitions to improve the communities' ability to respond to an emergency and to improve the community environment for youth to set them up for greater success. 3. Economic Development: Leadership participates in local chamber of commerce boards focusing on economic development. 4. Diversity: Training that recruits health professionals in our traditionally underserved community. 5. Workforce Development: Diversity training and minority internship programs that recruit health professionals in our traditionally underserved communities to diversify our workforce population to better serve our communities. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | BAD DEBT EXPENSE IN PART III, LINE 2 IS THE AMOUNT RECORDED IN FCH STATEMENT OF OPERATIONS. FCH PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION, AND EXISTING ECONOMIC CONDITIONS AND TRENDS. |
| Schedule H, Part III, Line 3 Bad Debt Expense Methodology | THE FINANCIAL ASSISTANCE POLICY ALLOWS FOR ACCOUNTS IN BAD DEBT TO BE APPROVED FOR FINANCIAL ASSISTANCE IF THE PATIENT MEETS THE CRITERIA. THERE ARE POSSIBLE FINANCIAL ASSISTANCE ACCOUNTS IN BAD DEBT, ALTHOUGH THE EXACT PERCENTAGE IS UNKNOWN AS WE DO NOT HAVE THE APPROPRIATE TOOLS TO DETERMINE THIS PERCENTAGE ACCURATELY. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | PATIENTS ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF PATIENTS' ACCOUNTS RECEIVABLE, FROEDTERT THEDACARE HEALTH, INC. (FTCH) ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, FTCH ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), FTCH RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FTCH RECOGNIZES PATIENT SERVICE REVENUE ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY PAYOR COVERAGE ON THE BASIS OF CONTRACTUAL RATES FOR THE SERVICES RENDERED. FOR UNINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, FTCH RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED (OR ON THE BASIS OF DISCOUNTED RATES, IF NEGOTIATED OR PROVIDED BY POLICY). ON THE BASIS OF HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF FTCH'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, FTCH RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | FCH DO NOT LIMIT THE CARE AVAILABLE TO ANY PATIENTS, INCLUDING THOSE COVERED BY MEDICARE. FCH RECEIVE MEDICARE REIMBURSEMENT INTENDED TO COVER CARE FOR THE MEDICALLY INDIGENT PATIENTS REFLECTED IN PART I. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | FCH INFORM AND EDUCATE PATIENTS REGARDING FINANCIAL ASSISTANCE AND GOVERNMENT PROGRAM ELIGIBILITY IN A NUMBER OF WAYS. ITS COMMUNICATION EFFORTS ALSO ADDRESS SPECIAL NEEDS OF PATIENTS AND THEIR FAMILIES, SUCH AS HEARING OR VISUAL IMPAIRMENT OR LANGUAGE INTERPRETATION. INFORMATION ON HOSPITAL-BASED FINANCIAL SUPPORT POLICIES AND GOVERNMENT PROGRAMS ARE MADE AVAILABLE TO PATIENTS DURING THE PRE-REGISTRATION AND REGISTRATION PROCESSES THROUGH BROCHURES, SIGNAGE AND DIRECT CONTACT WITH FINANCIAL COUNSELORS, SOCIAL WORKERS / CASE MANAGERS AND REGISTRATION STAFF. PATIENT BILLING STATEMENTS ALSO INFORM PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. THE FROEDTERT THEDACARE HEALTH, INC. WEBSITE CONTAINS INFORMATION REGARDING PRICING, HOW TO UNDERSTAND YOUR HOSPITAL BILL, AND HOW TO APPLY FOR FINANCIAL ASSISTANCE. FCH HAVE MADE FINANCIAL ASSISTANCE FORMS AND INFORMATION AVAILABLE IN SPANISH. FINANCIAL COUNSELORS SCREEN UNINSURED PATIENTS FOR GOVERNMENT PROGRAM ELIGIBILITY AND SOCIAL SERVICES STAFF ARE AVAILABLE TO ASSIST PATIENTS WITH ENROLLMENT PROCESSES. PATIENTS WHO ARE UNINSURED, THOSE COVERED BY GOVERNMENT PROGRAMS AND THOSE WITH LIMITED FINANCIAL MEANS MAY ALSO BE ELIGIBLE FOR CHARITY CARE OR DISCOUNTS THROUGH THE FCH'S FINANCIAL ASSISTANCE PROGRAM. FINANCIAL COUNSELORS MAKE EVERY EFFORT TO DETERMINE A PATIENT'S ELIGIBILITY PRIOR TO OR AT THE TIME OF ADMISSION OR SERVICE. HOWEVER, DETERMINATION FOR FINANCIAL ASSISTANCE CAN BE MADE DURING ANY STAGE OF THE PATIENT'S STAY AFTER STABILIZATION, OR THE COLLECTION CYCLE. |
| Schedule H, Part V, Section B, Line 16a FAP website | 1 - FH NEIGHBORHOOD HOSPITAL LLC - NB: Line 16a URL: WWW.FROEDTERT.COM/FINANCIAL-SERVICES; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | 1 - FH NEIGHBORHOOD HOSPITAL LLC - NB: Line 16b URL: WWW.FROEDTERT.COM/FINANCIAL-SERVICES; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | 1 - FH NEIGHBORHOOD HOSPITAL LLC - NB: Line 16c URL: WWW.FROEDTERT.COM/FINANCIAL-SERVICES; |
| Schedule H, Part VI, Line 2 Needs assessment | In 2022, a CHNA was conducted to 1) determine current community health needs in the Froedtert Health Neighborhood Hospital, LLC service areas, 2) gather input from persons who represent the broad interest of the community and identify community assets, 3) identify and prioritize significant health needs, and 4) develop implementation strategies to address the prioritized health needs. Froedtert Health Neighborhood Hospital, LLC assessed the health needs of the communities it serves through a comprehensive data collection process from a number of key sources. Data and research included information from community members, public health officials, community leaders/experts, and non-profit organizations representing vulnerable populations in our service area. The following information/data sources were collected and taken into consideration for assessing and addressing community health needs: Community Health Survey: * A phone and online survey of 513 residents was conducted by Froedtert Community Hospital - Mequon in collaboration with community partners. The full report of these surveys can be found at https://www.froedtert.com/community-engagement/froedtert-community-hospital. * Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee utilized data from the 2020 Waukesha County CHNA telephone survey of 400 residents that was conducted by Froedtert Menomonee Falls Hospital in collaboration with other local health care systems. The full report of this survey can be found at https://www.froedtert.com/community-engagement/menomonee-falls-hospital. * Froedtert Community Hospital - Oak Creek utilized data from the 2021 Milwaukee County CHNA online survey of 8,616 residents that was conducted by Froedtert Hospital in collaboration with the Milwaukee Health Care Partnership. The full report of this survey can be found at www.healthcompassmilwaukee.org. Key Stakeholder Interviews: * Froedtert Community Hospital - Mequon Community Engagement team and leaders conducted 21 phone interviews with community leaders of various school districts, non-profit organizations, health and human service department and business leaders. A list of organizations can be found on Appendix H of the CHNA. The full key stakeholder interview results can be found at https://www.froedtert.com/community-engagement/froedtert-community-hospital. * Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee utilized data from the 2020 Waukesha County CHNA of 41 phone interviews with Waukesha County community leaders of various school districts, non-profit organizations, health and human service department and business leaders. A list of organizations can be found in Appendix G of the CHNA. The full Key Informant CHNA can be found at https://www.froedtert.com/community-engagement/menomonee-falls-hospital. In addition, the Community Engagement team and leaders conducted focus groups with key stakeholders in the Froedtert Community Hospital - New Berlin and Froedtert Community Hospital - Pewaukee service areas. A list of organizations can be found in Appendix G of the CHNA. * Froedtert Community Hospital - Oak Creek utilized data from the 2021 Milwaukee County CHNA of 48 phone interviews and four focus groups with Milwaukee County community leaders of various school districts, non-profit organizations, health and human service department and business leaders. A list of organizations can be found in Appendix G of the CHNA. The full Key Informant CHNA can be found at www.healthcompassmilwaukee.org. In addition, the Community Engagement team and leaders conducted two focus groups with seven key stakeholders in the Froedtert Community Hospital - Oak Creek service area. A list of organizations can be found in Appendix G of the CHNA. Secondary Data Report: Utilizing multiple county and community-based publicly available reports, information was gathered regarding: mortality/morbidity data, injury hospitalizations, County Health Rankings, public safety/crime reports and socio-economic/social driver data. Internal Hospital Data: Internal data was gathered from Froedtert Health Neighborhood Hospital, LLC's service area to gain a better understanding of specific health needs impacting the hospital's patient population. Froedtert Health Neighborhood Hospital, LLC is committed to addressing community health needs collaboratively with local partners. * Froedtert Community Hospital - Mequon used the following methods to gain community input from June to November 2022 on the significant health needs of the Froedtert Community Hospital - Mequon community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - Mequon's community. * Froedtert Community Hospital - New Berlin used the following methods to gain community input from June to September 2020 and August and September 2022 on the significant health needs of the Froedtert Community Hospital - New Berlin community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - New Berlin's community. * Froedtert Community Hospital - Pewaukee used the following methods to gain community input from June to September 2020 and August and September 2022 on the significant health needs of the Froedtert Community Hospital - Pewaukee community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - Pewaukee's community. * Froedtert Community Hospital - Oak Creek used the following methods to gain community input from August to October 2021 and August to September 2022 on the significant health needs of the Froedtert Community Hospital - Oak Creek community. These methods provided additional perspectives on how to select and address top health issues facing Froedtert Community Hospital - Oak Creek's community. Input from Community Members (Froedtert Community Hospital - Mequon) Key Stakeholder Interviews: Key organizations with specific knowledge and information relevant to the scope of the identified significant health needs ("informants") in Froedtert Community Hospital - Mequon's community, including Ozaukee County, were identified by organizations and professionals that represent the broad needs of the community and organizations that serve low-income and underserved populations. These local partnering organizations also invited the stakeholder to participate in and conducted the interviews. The interviewers used a standard interview script that included the following elements: Social Determinants of Health: * Top Rank, Second Rank * How has COVID-19 impacted this issue? * If the community rallied behind one major effort to radically improve this issue, what would that initiative be? * Which community stakeholders are critical to addressing this issue? Health Conditions/Behaviors: * Top Rank, Second Rank * What populations in our communities are most affected by this issue? How are they affected? * What are the existing strategies to address the health issue? What is working well? * What additional strategies are needed to address this issue? What is keeping our community from doing what needs to be done to improve this issue? * Which community stakeholders are critical to addressing this issue? * If the community rallied behind one major effort to radically improve this issue, what would that initiative be? * How has COVID-19 impacted this issue? Additional Questions/Comments: * How would you suggest organizations reach out to community members to implement health initiatives? Do you have any additional comments you would like to share? |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | Froedtert Thedacare Health informs and educates patients regarding financial assistance and government program eligibility in a number of ways. Its communication efforts also address special needs of patients and their families, such as hearing or visual impairment or language interpretation. Information on hospital-based financial support policies and government programs are made available to patients during the pre-registration and registration processes through brochures, signage and direct contact with financial counselors, social workers / case managers and registration staff. Patient billing statements also inform patients that financial assistance is available. The FTCH website contains information regarding pricing, how to understand your hospital bill, and how to apply for Financial Assistance. Froedtert Thedacare Health has made financial assistance forms and information available in Spanish. Financial counselors screen uninsured patients for government program eligibility and social services staff are available to assist patients with enrollment processes. Patients who are uninsured, those covered by government programs and those with limited financial means may also be eligible for charity care or discounts through the Froedtert Thedacare Health financial assistance program. Financial counselors make every effort to determine a patient's eligibility prior to or at the time of admission or service. However, determination for financial assistance can be made during any stage of the patient's stay after stabilization, or the collection cycle. |
| Schedule H, Part VI, Line 4 Community information | Overview Froedtert Health Neighborhood Hospital, LLC (Froedtert Community Hospital - New Berlin, Froedtert Community Hospital- Pewaukee, Froedtert Community Hospital- Oak Creek, and Froedtert Community Hospital- Mequon), part of the Froedtert & the Medical College of Wisconsin health network, are small-scale hospitals providing patients high-quality care close to home. As CMS-certified, state-licensed and accredited acute-care hospitals, they feature an emergency department, inpatient beds, laboratory, pharmacy and imaging services. Mission Statement Froedtert & the Medical College of Wisconsin advance the health of the people of the diverse communities we serve through exceptional care enhanced by innovation and discovery. Service Area and Demographics The community is defined as Northeast and Southeast Waukesha County. All programs, activities, and partnerships under the future CHNA will be delivered in Waukesha County. However Froedtert Health Neighborhood Hospital, LLC's total service area consists of Waukesha County as well as zip codes in western Milwaukee County. Froedtert Health Neighborhood Hospital, LLC determines its primary and secondary service areas by completing an annual review and analysis of hospital discharges and market share according to various determinants. Froedtert Community Hospital- Pewaukee service area reflects these zip codes - 53029 (Hartland), 53045 (Brookfield), 53058 (Nashotah), 53072 (Pewaukee), 53089 (Sussex), 53186 (Waukesha), 53188 (Waukesha), 53056 (Merton) Froedtert Community Hospital- New Berlin service area reflects these zip codes - 53005 (Brookfield), 53045 (Brookfield), 53051 (Menomonee Falls), 53072 (Pewaukee), 53103 (Big Bend), 53122 (Elm Grove), 53129 (Greendale), 53130 (Hales Corners), 53132 (Franklin), 53146 (New Berlin), 53149 (Mukwonago), 53150 (Muskego), 53151 (New Berlin), 53185 (Waterford), 53186 (Waukesha), 53188 (Waukesha), 53189 (Waukesha), 53213 (Milwaukee), 53214 (Milwaukee), 53219 (Milwaukee), 53220 (Milwaukee), 53221 (Milwaukee), 53226 (Milwaukee), 53227 (Milwaukee), 53228 (Milwaukee) Froedtert Community Hospital- Oak Creek service area reflects these zip codes - 53108 (Caledonia), 53110 (Cudahy), 52319 (Greendale), 53130 (Hales Corners), 53132 (Franklin), 53154 (Oak Creek), 53172 (South Milwaukee), 53207 (Milwaukee), 53220 (Milwaukee), 53221 (Milwaukee), 53228 (Milwaukee), and 53235 (Saint Francis) Froedtert Community Hospital- Mequon service area reflects these zip codes - 53004 (Belgium), 53012 (Cedarburg), 53021 (Fredonia), 53024 (Grafton), 53074 (Port Washington), 53080 (Saukville), 53092 (Mequon), 53097 (Mequon), and 53217 (Milwaukee) Froedtert Mequon Community Hospital Household Income CY25 - Primary Service Area Under $24,999 - 9.24% $25,000 - $49,999 - 10.28% $50,000 - $99,999 - 25.87% $100,000 and up - 54.61% Total Households 51,605 Source: ESRI BAO Froedtert Mequon Community Hospital Payer Source FY24 - Primary Service Area Commercial/Managed Care - 34.7% Medicaid - 5.7% Medicare - 57.6% Other Government - 0.9% Other/Self Pay - 1.0% Source: WHA Froedtert Mequon Community Hospital Race CY25 - Primary Service Area White - 86.76% African American - 2.88% Asian/Hawaiian/Pacific Islander - 3.49% Native American - 0.23% Two or more races - 5.42% Other - 1.21% Hispanic - 4.22% Total Population 125,477 Source: ESRI BAO Froedtert Mequon Community Hospital Payer Source FY25 Q2 - Primary Service Area Commercial/Managed Care - 27.5% Medicaid - 4.7% Medicare - 66.2% Other Government - 0.8% Other/Self Pay - 0.9% Source: WHA Froedtert New Berlin Community Hospital Household Income CY25 - Primary Service Area Under $24,999 - 10.69% $25,000 - $49,999 - 13.67% $50,000 - $99,999 - 29.31% $100,000 and up - 46.33% Total Households 256,416 Source: ESRI BAO Froedtert New Berlin Community Hospital Payer Source FY24 - Primary Service Area Commercial/Managed Care - 32.5% Medicaid - 10.4% Medicare - 54.6% Other Government - 1.0% Other/Self Pay - 1.5% Source: WHA Froedtert New Berlin Community Hospital Race CY25 - Primary Service Area White - 78.28% African American - 3.78% Asian/Hawaiian/Pacific Islander - 5.27% Native American - 0.57% Two or more races - 8.32% Other - 3.78% Hispanic - 11.24% Total Population 597,211 Source: ESRI BAO Froedtert New Berlin Community Hospital Payer Source FY25 Q2 - Primary Service Area Commercial/Managed Care - 27.7% Medicaid - 9.2% Medicare - 60.8% Other Government - 0.7% Other/Self Pay - 1.7% Source: WHA Froedtert Oak Creek Community Hospital Household Income CY25 - Primary Service Area Under $24,999 - 11.45% $25,000 - $49,999 - 15.48% $50,000 - $99,999 - 31.16% $100,000 and up - 41.90% Total Households 119,346 Source: ESRI BAO Froedtert Oak Creek Community Hospital Payer Source FY24 - Primary Service Area Commercial/Managed Care - 29.4% Medicaid - 13.0% Medicare - 54.7% Other Government - 1.2% Other/Self Pay - 1.7% Source: WHA Froedtert Oak Creek Community Hospital Race CY25 - Primary Service Area White - 73.78% African American - 4.40% Asian/Hawaiian/Pacific Islander - 5.86% Native American - 0.77% Two or more races - 10.05% Other - 5.14% Hispanic - 15.40% Total Population 274,048 Source: ESRI BAO Froedtert Oak Creek Community Hospital Payer Source FY25 Q2 - Primary Service Area Commercial/Managed Care - 22.1% Medicaid - 12.0% Medicare - 63.2% Other Government - 0.7% Other/Self Pay - 2.0% Source: WHA Froedtert Pewaukee Community Hospital Household Income CY25 - Primary Service Area Under $24,999 - 11.38% $25,000 - $49,999 - 12.81% $50,000 - $99,999 - 27.48% $100,000 and up - 48.33% Total Households 69,555 Source: ESRI BAO Froedtert Pewaukee Community Hospital Payer Source FY24 - Primary Service Area Commercial/Managed Care - 36.7% Medicaid - 8.3% Medicare - 52.9% Other Government - 0.9% Other/Self Pay - 1.2% Source: WHA Froedtert Pewaukee Community Hospital Race CY25 - Primary Service Area White - 82.89% African American - 2.28% Asian/Hawaiian/Pacific Islander - 5.07% Native American - 0.34% Two or more races - 7.04% Other - 2.37% Hispanic - 7.98% Total Population 164,424 Source: ESRI BAO Froedtert Pewaukee Community Hospital Payer Source FY25 Q2 - Primary Service Area Commercial/Managed Care - 33.7% Medicaid - 6.8% Medicare - 57.5% Other Government - 0.6% Other/Self Pay - 1.4% Source: WHA |
| Schedule H, Part VI, Line 5 Promotion of community health | The Froedtert Community Hospital-Pewaukee Community Advisory Committee is advisory to Froedtert Community Hospital Management Committee. Froedtert Community Hospital- Pewaukee Community Advisory Committee will serve as thought leaders who facilitate information exchange between Froedtert Thedacare Health and the greater Pewaukee community. The members represent multiple sectors of the community and increased understanding of the role Froedtert Thedacare Health is serving the community. Functions: * To provide a leadership role in advocating community-wide responses to healthcare needs in the hospital's primary service area. * To facilitate and support community, business and healthcare partnerships. * To serve as a liaison between Froedtert Thedacare Health and the community to provide a conduit of information about community initiatives and needs. * To act as thought leaders on behalf of the community in matters related to health and social determinants of health. * To understand and to provide guidance on Froedtert Thedacare Health's community engagement initiatives. * To understand unmet health needs in the local community and how Froedtert Thedacare Health addresses those needs. * Assist in the development and outcomes of the Community Health Needs Assessment Report and Implementation Strategy in partnership with the Community Hospital's Management Team every three years. The Froedtert Community Hospital-New Berlin Community Advisory Committee is advisory to Froedtert Community Hospital Management Committee. The Froedtert Community Hospital-New Berlin Community Advisory Committee will serve as thought leaders who facilitate information exchange between Froedtert Thedacare Health and the greater New Berlin community. The members will represent multiple sectors of the community and increase understanding of the role of Froedtert Thedacare Health in serving the community. Functions: * To provide a leadership role in advocating community-wide responses to healthcare needs in the hospital's primary service area. * To facilitate and support community, business and healthcare partnerships. * To serve as a liaison between Froedtert Thedacare Health and the community to provide a conduit of information about community initiatives and needs. * To act as thought leaders on behalf of the community in matters related to health and social determinants of health. * To understand and to provide guidance on Froedtert Thedacare Health's community engagement initiatives. * To understand unmet health needs in the local community and how Froedtert Thedacare Health addresses those needs. * Assist in the development and outcomes of the Community Health Needs Assessment Report and Implementation Strategy in partnership with the Community Hospital's Management Team every three years. The Froedtert Community Hospital-Mequon Community Advisory Committee will serve as thought leaders who facilitate information exchange between Froedtert Thedacare Health and the greater Mequon community. The members will represent multiple sectors of the community and increase understanding of the role of Froedtert Thedacare Health in serving the community. Functions * To provide a leadership role in advocating community-wide responses to healthcare needs in Mequon and surrounding communities. * To facilitate and support community, business and healthcare partnerships. * To serve as a liaison between Froedtert Thedacare Health and the community to provide a conduit of information about community initiatives and needs. * To act as thought leaders on behalf of the community in matters related to health and social determinants of health. * To disseminate information on programs and services provided at Froedtert Community Hospital-Mequon to benefit the health of the local citizenry. * To understand and to provide guidance on Froedtert Thedacare Health's community engagement initiatives. * To understand unmet health needs in the local community and how Froedtert Thedacare Health addresses those needs. The Froedtert Community Hospital-Oak Creek Community Advisory Committee will serve as thought leaders who facilitate information exchange between Froedtert Thedacare Health and the greater Oak Creek community. The members will represent multiple sectors of the community and increase understanding of the role of Froedtert Thedacare Health in serving the community. Functions * To provide a leadership role in advocating community-wide responses to healthcare needs in Oak Creek and surrounding communities. * To facilitate and support community, business and healthcare partnerships. * To serve as a liaison between Froedtert Thedacare Health and the community to provide a conduit of information about community initiatives and needs. * To act as thought leaders on behalf of the community in matters related to health and social determinants of health. * To disseminate information on programs and services provided at Froedtert Community Hospital-Oak Creek to benefit the health of the local citizenry. * To understand and to provide guidance on Froedtert Thedacare Health's community engagement initiatives. * To understand unmet health needs in the local community and how Froedtert Thedacare Health addresses those needs. Addressing Needs Through Targeted Outreach: Froedtert Health Neighborhood Hospital, LLC develops and executes community outreach programming and activities based on identified community health needs. Every needs assessment cycle, Froedtert Health Neighborhood Hospital, LLC Community Engagement staff along with the hospital's community partners and other leaders develops a Community Health Improvement Plan that is incorporated into the hospital's overall strategic plan to address the most critical needs in the communities we serve. The plan is reviewed annually by the Froedtert Health Neighborhood Hospital, LLC Board of Managers. Froedtert Health Neighborhood Hospital, LLC Community Engagement staff, leaders and external community partners work collaboratively to develop key goals and strategies to address community health needs. Progress towards community outreach programs/activities and goals are reported annually to the Froedtert Health Neighborhood Hospital, LLC Board of Managers, Froedtert Thedacare Health Community Engagement Steering Committee, Leadership Meetings and Froedtert Community Hospital Community Advisory Committees. Based on those results, mental health was identified as the top priority for each Froedtert Community Hospital's 2024-2026 Implementation Strategy. For more information on specific community outreach efforts, Implementation Strategy and Community Health Needs Assessments, please go to Froedtert Thedacare Health's website at http://www.froedtert.com. |
| Schedule H, Part VI, Line 6 Affiliated health care system | Froedtert Health Neighborhood Hospital, LLC (Froedtert Community Hospital - New Berlin, Froedtert Community Hospital- Pewaukee, Froedtert Community Hospital- Oak Creek and Froedtert Community Hospital- Mequon) located in Southeast Wisconsin, part of the Froedtert & the Medical College of Wisconsin health network, are small-scale hospitals providing patients high-quality care close to home. As CMS-certified, state-licensed and accredited acute-care hospitals, they feature an emergency department, inpatient beds, laboratory, pharmacy and imaging services. In the Southeast region, Froedtert Memorial Lutheran Hospital, Froedtert Menomonee Falls Hospital, Froedtert West Bend Hospitals, Froedtert Health Neighborhood Hospital, LLC, and Holy Family Memorial made significant investments in the health of their communities. Patients who couldn't pay for their medical care received more than $210 million in uncompensated services. Beyond providing care for the uninsured/underinsured patients, we contributed $187 million to improve access to care, teach future healthcare professionals, develop new medical therapies and participate in local partnerships aimed at reducing health disparities. Our health network members develop community benefit strategies and goals based on the unique needs of each of their communities. By conducting regular community needs assessments that monitor critical public health issues, and actively seeking community input, the hospitals have built important local relationships that provide meaningful outreach programs that link each hospital to their neighbors and patients. As a not-for-profit health system, Froedtert Thedacare Health reinvests its surplus funds back into the community through programs to serve the poor and uninsured, teach future healthcare professionals, develop new medical therapies, manage chronic conditions like diabetes, health education and promotion initiatives, and participate in local partnerships aimed at reducing health disparities. For more information about Froedtert Thedacare Health, visit www.froedtert.com |
| Schedule H, Part VI, Line 7 State filing of community benefit report | WI |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Imran Andrabi MD | ||||||||||||||
| Director & CEO/President | $1,794,100 | $0 | $2,564,672 | $0 | $232,566 | $0 | $620,140 | $0 | $26,899 | $0 | $5,238,377 | $0 | $216,027 | $0 |
| Jose Olivieri | ||||||||||||||
| Former - Director | $15,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,000 | $0 | $0 | $0 |
| Scott Hawig | ||||||||||||||
| Treasurer | $1,055,426 | $0 | $1,273,715 | $0 | $252,078 | $0 | $237,264 | $0 | $38,679 | $0 | $2,857,162 | $0 | $226,318 | $0 |
| Paul Van Den Heuvel | ||||||||||||||
| Secr & Chief Legal Officer | $750,813 | $0 | $818,458 | $0 | $17,298 | $0 | $53,500 | $0 | $26,899 | $0 | $1,666,968 | $0 | $0 | $0 |
| Teresa Lux | ||||||||||||||
| Former - Key (CHD COO) | $450,237 | $0 | $242,760 | $0 | $129,995 | $0 | $119,104 | $0 | $20,400 | $0 | $962,496 | $0 | $103,859 | $0 |
| James Klauck | ||||||||||||||
| Former - Key (Sr VP Ancillary Svcs) | $420,935 | $0 | $228,269 | $0 | $133,982 | $0 | $113,400 | $0 | $36,599 | $0 | $933,185 | $0 | $105,702 | $0 |
| Richelle Webb Dixon | ||||||||||||||
| Former - Key (FMLH COO) | $287,429 | $0 | $0 | $0 | $23,434 | $0 | $84,910 | $0 | $22,076 | $0 | $417,849 | $0 | $10,067 | $0 |
| Eric Conley | ||||||||||||||
| Former - Key (FMLH President) | $303,411 | $0 | $0 | $0 | $9,365 | $0 | $76,256 | $0 | $13,712 | $0 | $402,744 | $0 | $0 | $0 |
| Sony Jacob | ||||||||||||||
| Former - Key (FTCH CIO) | $209,903 | $0 | $0 | $0 | $9,016 | $0 | $56,624 | $0 | $12,779 | $0 | $288,322 | $0 | $0 | $0 |
| Ian Schwartz MD | ||||||||||||||
| Interim President FMLH | $904,250 | $0 | $1,078,370 | $0 | $25,260 | $0 | $205,312 | $0 | $39,999 | $0 | $2,253,191 | $0 | $0 | $0 |
| Catherine Jacobson | ||||||||||||||
| FTCH CEO (TERMED 6/30/24) | $965,710 | $0 | $4,023,143 | $0 | $251,666 | $0 | $20,250 | $0 | $19,390 | $0 | $5,280,159 | $0 | $0 | $0 |
| Eric Humphrey | ||||||||||||||
| FTCH Chief HR Officer (termed 8/27/24) | $405,753 | $0 | $1,249,564 | $0 | $883,927 | $0 | $105,471 | $0 | $19,216 | $0 | $2,663,931 | $0 | $667,760 | $0 |
| Allen Ericson | ||||||||||||||
| CHD President | $570,318 | $0 | $365,694 | $0 | $178,204 | $0 | $140,575 | $0 | $39,617 | $0 | $1,294,408 | $0 | $150,044 | $0 |
| Lynn Detterman | ||||||||||||||
| Sr VP ThedaCare South Region | $502,712 | $0 | $860,702 | $0 | $9,142 | $0 | $155,405 | $0 | $26,899 | $0 | $1,554,860 | $0 | $0 | $0 |
| Dale Gisi | ||||||||||||||
| Sr VP ThedaCare Central Region | $496,131 | $0 | $322,501 | $0 | $136,268 | $0 | $159,501 | $0 | $9,217 | $0 | $1,123,618 | $0 | $0 | $0 |
| Maggie Lund | ||||||||||||||
| FTCH Chief HR Officer (eff 8/27/24) | $475,136 | $0 | $714,014 | $0 | $166,661 | $0 | $53,500 | $0 | $9,217 | $0 | $1,418,528 | $0 | $146,797 | $0 |
| David Olson | ||||||||||||||
| Sr VP & Chief Strategy Officer | $622,838 | $0 | $658,522 | $0 | $789,242 | $0 | $57,838 | $0 | $41,515 | $0 | $2,169,955 | $0 | $664,929 | $0 |
| Amy Marquardt | ||||||||||||||
| Sr VP, Chief Legal Officer | $316,618 | $0 | $1,331,038 | $0 | $997,601 | $0 | $83,488 | $0 | $15,624 | $0 | $2,744,369 | $0 | $679,843 | $0 |
| Thomas Arquilla | ||||||||||||||
| Chief Growth Officer | $689,287 | $0 | $612,227 | $0 | $314,441 | $0 | $53,500 | $0 | $19,845 | $0 | $1,689,300 | $0 | $289,715 | $0 |
| Joshua Blomberg | ||||||||||||||
| Doctor-Orthopedic Surgery | $1,518,805 | $0 | $65,127 | $0 | $1,218 | $0 | $44,000 | $0 | $26,899 | $0 | $1,656,049 | $0 | $0 | $0 |
| Mark Thompson | ||||||||||||||
| Chief Transformational Invest and Value Integ Off | $397,560 | $0 | $1,042,883 | $0 | $355,076 | $0 | $53,500 | $0 | $26,854 | $0 | $1,875,873 | $0 | $337,204 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Social club dues: Ericson, Allen - $1,161 Health and fitness (standard employee benefit): Klauck, James - $120 Lux, Teresa - $40 |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Severance: Humphrey, Eric - $195,993 Marquardt, Amy - $302,659 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | 457(f) distributions: Andrabi, Imran - $216,027 Ericson, Allen - $150,044 Hawig, Scott - $226,318 Humphrey, Eric - $667,760 Klauck, James - $105,702 Lund, Maggie - $146,797 Lux, Teresa - $103,859 Marquardt, Amy - $679,843 Olson, David - $664,929 Webb Dixon, Richelle - $10,067 Non-qualified distributions: Jacobson, Catherine - $249,404 (of which $0 was reported as deferred on a prior Form 990) Olson, David - $93,393 (of which $0 was reported as deferred on a prior Form 990) 457(f) plan participants: Andrabi, Imran Conley, Eric Ericson, Allen Gisi, Dale Hawig, Scott Humphrey, Eric Jacobson, Catherine Klauck, James Lund, Maggie Lux, Teresa Marquardt, Amy Olson, David Schwartz, Ian Webb Dixon, Richelle Non-qualified participants: Jacobson, Catherine Olson, David |
| Schedule J, Part I, Line 7 Non-fixed payments | BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE FROEDTERT THEDACARE HEALTH SYSTEM BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME. |
| Schedule J, Part II, Column (B)(ii) | BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID. |
| Schedule J, Part II, Column (B)(iii) | OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AMOUNTS PAID IN LIEU OF 457(F) DEFERRED COMPENSATION PLAN CONTRIBUTIONS, AND OTHER MISCELLANEOUS COMPENSATION. |
| Schedule J, Part II, Column (F) | On January 1, 2024, the Froedtert Health system merged with the ThedaCare Health system. As of this date, Froedtert Health, Inc. was renamed to Froedtert ThedaCare Health, Inc. ("FTCH") and became the sole corporate member of ThedaCare, Inc. ("TC"). In doing so, FTCH became the common law employer with respect to TC employees. The following individuals participated in the legacy TC section 457(f) deferred compensation plan ("ThedaCare Plan"). As such, any deferred amounts in prior tax years under the ThedaCare Plan were reported on the respective TC Form 990. Now, as common law employer of the TC employees, FTCH has included any current year compensation related to these previously deferred amounts in Column (B). Therefore, these amounts are also appropriately reported in Column (F). Andrabi, Imran Thompson, Mark Arquilla, Thomas Lund, Maggie |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| A | 391337855 | 97712JLS0 | 2024-10-04 | $85,327,407 | SEE PART VI | false | false | false |
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| B | 391337855 | 97712D8T6 | 2022-07-07 | $154,540,256 | SEE PART VI | false | false | false |
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| C | 391337855 | 97712D8W9 | 2021-06-24 | $80,835,000 | SEE PART VI | false | false | false |
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| D | 391337855 | 97712D8U3 | 2021-06-24 | $69,375,000 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $85,328,228 | $0 | $0 | $0 | $671,261 | $0 | $0 | $0 | $84,656,967 | $0 | 2024 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $4,615,000 | $0 | $154,540,256 | $0 | $0 | $0 | $833,881 | $0 | $0 | $0 | $153,706,375 | $0 | 2022 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $80,835,000 | $0 | $0 | $0 | $835,000 | $0 | $0 | $0 | $80,000,000 | $0 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $13,110,000 | $0 | $69,375,000 | $0 | $0 | $0 | $725,000 | $0 | $0 | $0 | $68,650,000 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | 0.0005 | 0.0 | 0.0005 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| D | false | Yes (true) | false | false | Yes (true) | Yes (true) | 0.006 | 0.0 | 0.006 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||||
| A | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| (no name) | ||||||||||||||
| B | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| BARCLAYS | ||||||||||||||
| C | false | Yes (true) | false | false | Yes (true) | Yes (true) | 27.3 | Yes (true) | false | false | 0 | false | false | Yes (true) |
| MORGAN STANLEY | ||||||||||||||
| D | false | Yes (true) | false | false | Yes (true) | Yes (true) | 26.1 | Yes (true) | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (a) P1 BOND A: 2024; P1 BOND B: 2022; P1 BOND C: 2021B; P1 BOND D: 2021A | PAGE 1 PART I LINE COLUMN A, B, C, D COLUMN (a): THE ISSUER NAME IS WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY |
| Schedule K, Part I, Column (f) PAGE 1 BOND A: 2024 | PAGE 1 PART 1 LINE A COLUMN (f): THE PURPOSE OF THE ISSUE IS TO REFUND THE THEDACARE SERIES 2015B ISSUED ON 01/07/2015 |
| Schedule K, Part I, Column (f) PAGE 1 BOND B: 2022 | PAGE 1 PART I LINE B COLUMN (f): THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2012A BONDS ISSUED 10/11/2012 |
| Schedule K, Part I, Column (f) PAGE 1 BOND C: 2021B | PAGE 1 PART I LINE C COLUMN (f): THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2017B BONDS ISSUED 04/27/2017 |
| Schedule K, Part I, Column (f) PAGE 1 BOND D: 2021A | PAGE 1 PART 1 LINE D COLUMN (f): THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2013 BONDS ISSUED: 12/11/2013 |
| Schedule K, Part II, Line 3 PAGE 1 BOND A: 2024 | PAGE 1 PART II COLUMN A LINE 3: TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INVESTMENT EARNINGS |
| Schedule K, Part II, Line 11 P1 BOND A:2024; P1 BOND B:2022; P1 BOND C:2021B; P1 BOND D:2021A | PAGE 1 PART II COLUMNS A, B, C, D LINE 11: THE OTHER SPENT PROCEEDS RELATE TO THE REFUNDING PROCEEDS OF THE ISSUES NO LONGER IN ESCROW. |
| Schedule K, Part III, Line 3d P1 BOND A:2024; P1 BOND B:2022; P1 BOND C:2021B; P1 BOND D:2021A | PAGE 1 BOND A: 2024; PAGE 1 BOND B: 2022; PAGE 1 BOND C: 2021B; PAGE 1 BOND D: 2021A: ALL CONTRACTS ARE ROUTINELY REVIEWED BY INHOUSE COUNSEL |
| Schedule K, Part I, Column (a) P2 BOND A: 2019; P2 BOND B: 2017; P2 BOND C: 2015; P2 BOND D: 2012 | PAGE 2 PART I LINE COLUMN A, B, C, D COLUMN (a): THE ISSUER NAME IS WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY |
| Schedule K, Part I, Column (f) PAGE 2 BOND A: 2019 | PAGE 2 BOND A: 2019: THE PURPOSE OF THE ISSUE WAS TO REFUND SERIES 2009 ISSUED ON 06/16/2009 AND FINANCE VARIOUS CONSTRUCTION PROJECTS |
| Schedule K, Part I, Column (f) PAGE 2 BOND B: 2017 | PAGE 2 BOND B: 2017: THE PURPOSE OF THE ISSUE TO IS TO (i) PAY OR REIMBURSE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, AND EQUIPPING CERTAIN HOSPITAL FACILITIES INCLUDING, BUT NOT LIMITED TO, A NEW INTEGRATED PROCEDURAL PLATFORM AT FROEDTERT MEMORIAL LUTHERAN HOSPITAL (ii) CURRENT REFUND SERIES 2013B BONDS ISSUED 12/11/2013 AND ADVANCE REFUND SERIES 2009C BONDS ISSUED 10/22/2009 |
| Schedule K, Part I, Column (f) PART 2 BOND C: 2015 | PART 2 BOND C: 2015: THE PURPOSE OF THE ISSUE WAS TO REFUND SERIES 2005 ISSUED ON 12/22/2005 AND FINANCE VARIOUS CONSTRUCTION PROJECTS |
| Schedule K, Part I, Column (f) PART 2 BOND D: 2012 | PART 2 BOND D: 2012: THE PURPOSE OF THE ISSUE WAS TO REFUND SERIES 2001 ISSUED ON 09/11/2001 |
| Schedule K, Part II, Line 3 P2 BOND A:2019; P2 BOND B:2017; P2 BOND C:2015; P2 BOND D:2012 | PAGE 2 BOND A: 2019; PAGE 2 BOND B: 2017; PAGE 2 BOND C: 2015: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS |
| Schedule K, Part II, Line 11 P2 BOND A:2019; P2 BOND B:2017; P2 BOND C:2015; P2 BOND D:2012 | PAGE 2 BOND A: 2019; PAGE 2 BOND B: 2017; PAGE 2 BOND C: 2015; PAGE 2 BOND D: 2012: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS NO LONGER IN ESCROW |
| Schedule K, Part III, Line 3d P2 BOND A:2019; P2 BOND B:2017; P2 BOND C:2015; P2 BOND D:2012 | PAGE 2 BOND A: 2019; PAGE 2 BOND B: 2017; PAGE 2 BOND C: 2015; PAGE 2 BOND D: 2012: ALL CONTRACTS ARE ROUTINELY REVIEWED BY INHOUSE COUNSEL |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: WI HEALTH AND EDU FAC AUTHORITY The calculation for computing no rebate due was performed on 12/20/2024 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: WI HEALTH AND EDU FAC AUTHORITY The calculation for computing no rebate due was performed on 04/15/2022 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: WI HEALTH AND EDU FAC AUTHORITY The calculation for computing no rebate due was performed on 01/07/2020 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: WI HEALTH AND EDU FAC AUTHORITY The calculation for computing no rebate due was performed on 10/01/2022 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| A | 391337855 | 97712D4U7 | 2019-12-20 | $152,951,106 | SEE PART VI | false | false | false |
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| B | 391337855 | 97712DWA0 | 2017-04-20 | $272,670,229 | SEE PART VI | false | false | false |
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| C | 391337855 | 97712DKC9 | 2015-01-07 | $140,628,056 | SEE PART VI | false | false | false |
| WI HEALTH AND EDU FAC AUTHORITY | ||||||||
| D | 391337855 | 000000000 | 2012-10-19 | $49,745,000 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $154,466,952 | $0 | $0 | $0 | $1,234,839 | $0 | $0 | $85,608,050 | $67,624,063 | $0 | 2022 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $43,465,000 | $0 | $272,795,372 | $0 | $0 | $0 | $2,053,047 | $0 | $0 | $20,275,833 | $250,466,492 | $0 | 2019 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| C | $105,875,000 | $0 | $140,972,887 | $0 | $0 | $0 | $1,236,782 | $0 | $0 | $93,265,202 | $46,470,904 | $0 | 2017 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $16,195,000 | $0 | $49,745,000 | $0 | $0 | $0 | $279,179 | $0 | $0 | $0 | $49,465,821 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | 0.0052 | 0.0 | 0.0052 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| D | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 213,506,790 including grants of $ 0)(Revenue $ 255,724,461) IT SUPPORT EXPENSE - 99,343,845 INPATIENT EXPENSE - 3,144,750 EMERGENCY DPT EXPENSE - 111,018,195 TOTAL OTHER EXPENSE - 213,506,790 IT SUPPORT REVENUE - 99,343,845 INPATIENT REVENUE - 3,915,895 EMERGENCY DPT REVENUE - 138,241,894 INHERENT CONTRIBUTION FROM THEDACARE - 2,395,607 JT VENTURE REVENUE - 11,827,220 TOTAL OTHER REVENUE - 255,724,461 |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | DAVID LUBAR AND MARY ELLEN STANEK - Business relationship, DAVID LUBAR AND KURT BECHTHOLD - Business relationship |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | THE BYLAWS AND ARTICLES OF INCORPORATION WERE UPDATED TO REFLECT THE ADDITION OF HOLY FAMILY MEMORIAL, INC. as a supported organization (to be listed along with the already included supported organizations for compliance with IRS regulations). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | FROEDTERT THEDACARE HEALTH, INC. ACCOUNTING STAFF PREPARE FORM 990 WHICH IS REVIEWED BY FROEDTERT THEDACARE HEALTH, INC. FINANCIAL LEADERS. THE 990 IS THEN REVIEWED BY KPMG, FROEDTERT THEDACARE HEALTH, INC.'S OUTSIDE ACCOUNTING FIRM. NEXT, THE 990 IS PROVIDED TO THE FROEDTERT THEDACARE HEALTH, INC. AUDIT COMMITTEE AND BOARD OF DIRECTORS. FINALLY, THE 990 IS FILED AS REQUIRED. |
| Form 990, Part VI, Line 12c Conflict of interest policy | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS All directors, officers, key employees, and other covered individuals are required to complete and sign an annual Conflict of Interest disclosure form. These forms require individuals to identify any actual, potential, or perceived conflicts. Submitted disclosures are reviewed by the Compliance/OGC, and board governance committee. Throughout the year, individuals are required to update disclosures whenever new conflicts arise. This is reenforced in annual compliance education. In addition, board committee meetings and procurement committee meetings have conflict of interest disclosures as an agenda item. The organization enforces COI policy through putting management plans in place to mitigate a potential conflict when appropriate. All disclosures, evaluations, and mitigation actions are documented and retained by the Compliance Department. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO AND 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 TALENT STRATEGY AND 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 Process to establish compensation of other employees | COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S OFFICERS & KEY EMPLOYEES, 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 TALENT STRATEGY AND 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 19 Required documents available to the public | OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE FROEDTERT THEDACARE HEALTH, INC.'S QUARTERLY FINANCIAL INFORMATION IS 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. ADDITIONALLY, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE CORPORATE OFFICE UPON REQUEST. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | INPATIENT REVENUE - Total Revenue: 3915895, Related or Exempt Function Revenue: 3915895, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHG IN ACC PENSION OTHER THAN NET PER BENEFIT COST - 1866000; TRANSFER (TO)/FROM AFFILIATES - -XXX-XX-XXXX; UNRESTRICTED CAPITAL CONTRIBUTIONS/DISTRIBUTIONS - 2676508; rounding - 5; Total - -XXX-XX-XXXX; |
| FORM 990, PART I, LINE 5 AND PART V, LINE 2 | FROEDTERT THEDACARE HEALTH, INC. IS THE COMMON LAW EMPLOYER FOR THE FROEDTERT THEDACARE HEALTH SYSTEM WHICH INCLUDES FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., FROEDTERT HOSPITAL FOUNDATION, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., FROEDTERT WEST BEND HOSPITAL FOUNDATION, INC., COMMUNITY OUTPATIENT HEALTH SERVICES OF MENOMONEE FALLS, INC., AND HOLY FAMILY MEMORIAL, INC. AND BECAME THE COMMON LAW EMPLOYER OF THEDACARE HEALTH, INC. ON THE JANUARY 1, 2024 AFFILIATION DATE. CENTRALLY MANAGED CORPORATE ACCOUNTING POLICY EFFECTIVE JULY 1, 2013, FROEDTERT THEDACARE HEALTH, INC. ADOPTED AN INTERNAL ACCOUNTING POLICY FOR CERTAIN BALANCE SHEET AND INCOME STATEMENT MATTERS THAT ARE CENTRALLY MANAGAGED BY FROEDTERT THEDACARE HEALTH AS THE PARENT CORPORATION. THE POLICY STATES THAT ASSETS AND LIABILITIES RELATED TO CENTRALLY MANAGED PROGRAMS WILL BE ACCOUNTED FOR ON THE PARENT CORPORATION'S CONSOLIDATED BALANCE SHEET AND WILL NOT BE ALLOCATED TO ANY OF THE AFFILIATE BALANCE SHEETS. AS A RESULT OF THIS NEW POLICY, FROEDTERT THEDACARE HEALTH, INC.'S BALANCE SHEET NOW INCLUDES LONG TERM INVESTMENTS, LONG TERM DEBT, AND THE RELATED SWAP LIABILITY FOR ALL THE CONSOLIDATED AFFILIATES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| INCEPTION HEALTH LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 202636740 | HLTHCARE SVCS | WI | -$973,738 | $52,417,006 | FROEDTERT THEDACARE HEALTH |
| INTEGRATED HOLDINGS LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 474146678 | INVST HOLD CO | WI | $615,398 | $7,818,456 | FROEDTERT THEDACARE HEALTH |
| FROEDTERT HEALTH PHARMACY SOLUTIONS LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 834272550 | PHCY MGT CO | WI | $0 | $0 | FROEDTERT THEDACARE HEALTH |
| INCEPTION HEALTH OPERATIONS LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | HLTHCARE SVCS | WI | $0 | $0 | FROEDTERT THEDACARE HEALTH | |
| INCEPTION HEALTH INVESTMENTS LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | INVST HOLD CO | WI | $0 | $0 | FROEDTERT THEDACARE HEALTH | |
| FROEDTERT HEALTH ASC ENTERPRISE LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 832280144 | ASC MGT CO | WI | $0 | $8,936,234 | FROEDTERT THEDACARE HEALTH |
| FROEDTERT HEALTH HOME INFUSION LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 834425449 | HLTHCARE SVCS | WI | $34,073,442 | $17,307,093 | FROEDTERT THEDACARE HEALTH |
| FROEDTERT HEALTH PHARMACY LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 834360574 | HLTHCARE SVCS | WI | $325,679,255 | $48,295,463 | FROEDTERT THEDACARE HEALTH |
| FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 843381796 | HLTHCARE SVCS | WI | $43,990,319 | $41,578,408 | FROEDTERT THEDACARE HEALTH |
| VERTU RX LLC | |||||||||
| N86 W12999 NIGHTINGALE WAY | MENOMONEE FALLS | WI | 53051 | 843383433 | HLTHCARE SVCS | WI | $0 | $0 | FROEDTERT THEDACARE HEALTH |
| FROEDTERT HEALTH WORKFORCE HEALTH LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 842528774 | HLTHCARE SVCS | WI | $9,818,375 | $4,521,691 | FROEDTERT THEDACARE HEALTH |
| INCEPTION HEALTH SERVICES LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | HLTHCARE SVCS | WI | $0 | $0 | FROEDTERT THEDACARE HEALTH | |
| HFM HOLDING LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 862031621 | HLTHCARE SVCS | WI | $8,980 | $229 | FROEDTERT THEDACARE HEALTH |
| NATIONAL LABORATORY NETWORK LLC | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 883305667 | HLTHCARE SVCS | WI | -$997,344 | $4,659,439 | FROEDTERT THEDACARE HEALTH |
| FROEDTERT NORTHEAST MEDICAL GROUP | |||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 871785388 | HLTHCARE SVCS | WI | $33,961,303 | -$3,637,533 | FROEDTERT THEDACARE HEALTH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 396105970 | HOSPITAL | WI | 501(c)(3) | 3 | FROEDTERT THEDACARE HEALTH | Yes (true) |
| COMMUNITY MEMORIAL HOSPITAL OF MF | ||||||||||
| W180 N8085 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 390987025 | HOSPITAL | WI | 501(c)(3) | 3 | FROEDTERT THEDACARE HEALTH | Yes (true) |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB | ||||||||||
| 3200 PLEASANT VALLEY ROAD | WEST BEND | WI | 53095 | 390806302 | HOSPITAL | WI | 501(c)(3) | 3 | FROEDTERT THEDACARE HEALTH | Yes (true) |
| FROEDTERT WEST BEND HOSPITAL FOUNDATION | ||||||||||
| 3200 PLEASANT VALLEY ROAD | WEST BEND | WI | 53095 | 392034296 | HLTH/WELFARE | WI | 501(c)(3) | 7 | ST JOSEPH'S | Yes (true) |
| FROEDTERT HOSPITAL FOUNDATION INC | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 391431192 | HLTH/WELFARE | WI | 501(c)(3) | 7 | FROEDTERT MEM LUTHERAN HOSP | Yes (true) |
| FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION | ||||||||||
| W180 N8085 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 391635057 | HLTH/WELFARE | WI | 501(c)(3) | 10 | COMM MEM HOS | Yes (true) |
| COMMUNITY OUTPATIENT HEALTH SERVICES | ||||||||||
| W180 N8085 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 391743056 | MED/DENT SVCS | WI | 501(c)(3) | 3 | COMM MEM HOS | Yes (true) |
| FH ENTERPRISE SERVICES HOLDINGS INC | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 202636686 | HLTHCARE SVC | WI | 501(c)(3) | Type I | FROEDTERT THEDACARE HEALTH | Yes (true) |
| HOLY FAMILY MEMORIAL INC | ||||||||||
| 2300 WESTERN AVE | MANITOWOC | WI | 54221 | 390806395 | HOSPITAL | WI | 501(c)(3) | 3 | FROEDTERT THEDACARE HEALTH | Yes (true) |
| THEDACARE REGIONAL MEDICAL CENTER - NEENAH INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 390830664 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE MEDICAL CENTER - NEW LONDON INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 390869788 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE MEDICAL CENTER - WAUPACA INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 390871113 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE REGIONAL MEDICAL CENTER - APPLETON INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 390824015 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE MEDICAL CENTER - SHAWANO INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 390807068 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE MEDICAL CENTER - BERLIN INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 390806359 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE MEDICAL CENTER - WILD ROSE INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 396089134 | HOSPITAL | WI | 501(c)(3) | 3 | THEDACARE INC | Yes (true) |
| THEDACARE FAMILY OF FOUNDATIONS INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 464112255 | FOUNDATION | WI | 501(c)(3) | 7 | THEDACARE INC | Yes (true) |
| THEDACARE INC | ||||||||||
| PO BOX 8025 | APPLETON | WI | 549128025 | 391509362 | HEALTHCARE | WI | 501(c)(3) | 10 | FROEDTERT THEDACARE HEALTH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FROEDTERT SURGERY CENTER LLC | ||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 201499345 | SURGERY CENTER | WI | FROEDTERT THEDACARE HEALTH | Related | $4,369,631 | $12,182,295 | false | false |
| FMLH MCW REAL ESTATE VENTURES LLC | ||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 260629591 | REAL ESTATE | WI | FROEDTERT THEDACARE HEALTH | Related | $472,448 | $17,746,010 | false | Yes (true) |
| WISCONSIN DIAGNOSTIC LABORATORIES LLC | ||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 391896819 | LAB SERVICES | WI | FROEDTERT THEDACARE HEALTH | Related | $7,059,494 | $11,723,399 | false | false |
| DREXEL TOWN SQUARE SURGERY CENTER LLC | ||||||||||||
| 7901 S 6TH STREET | OAK CREEK | WI | 53154 | 814904300 | SURGERY CENTER | WI | FROEDTERT THEDACARE HEALTH | Related | $191,506 | $2,040,310 | false | false |
| MENOMONEE FALLS AMBULATORY SURGERY CTR | ||||||||||||
| W180 N8045 TOWN HALL ROAD | MENOMONEE FALLS | WI | 53051 | 391745697 | SURGERY CENTER | WI | FROEDTERT THEDACARE HEALTH | Related | $560,961 | $7,375,268 | false | false |
| FROEDTERT & THE MCW NETWORK LLC | ||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 814382585 | HEALTH CARE | WI | FHESH | N/A | $0 | $0 | false | false |
| FROEDTERT & THE MCW ACO LLC | ||||||||||||
| 8710 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 833159534 | HEALTH CARE | WI | FHESH | N/A | $0 | $0 | false | false |
| WEST BEND SURGERY CENTER LLC | ||||||||||||
| 3212 PLEASANT VALLEY ROAD | WEST BEND | WI | 53095 | 391954169 | HEALTHCARE SERVICES | WI | FROEDTERT THEDACARE HEALTH | Related | $1,571,874 | $3,647,567 | false | false |
| NATIONAL LABORATORY NETWORK LLC | ||||||||||||
| 9200 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53226 | 883305667 | LABORATORY SVCS | WI | FROEDTERT THEDACARE HEALTH | Related | -$3,579,599 | $0 | false | false |
| N APPLETON AMBULATORY CARE CENTER BUILDING COMPANY LLC | ||||||||||||
| 122 E CAPITOL DR | APPLETON | WI | 54911 | 262497187 | RENTAL | WI | ThedaCare Inc | N/A | $0 | $0 | false | false |
| ENCIRCLE REALCO LLC | ||||||||||||
| 65 HIDDEN RAVINES DRIVE SUITE 100 | POWELL | OH | 43065 | 853472736 | PROPERTY HOLDING | OH | THEDACARE REGIONAL MEDICAL CENTER - APPLETON INC | N/A | $0 | $0 | false | false |
| D1 SPORTS TRAINING OF MILWAUKEE LLC | ||||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 473322294 | SPORTS MEDICINE | WI | FROEDTERT THEDACARE HEALTH | Related | $0 | $0 | false | false |
| THP-FROEDTERT HEALTH VENTURES LLC | ||||||||||||
| 1415 LOUISIANA STREET | HOUSTON | TX | 77002 | 823559342 | HEALTH CARE | TX | FROEDTERT THEDACARE HEALTH | Related | $0 | $0 | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HART'S MILLS INSURANCE COMPANY | ||||||||||||||||
| 62 FORUM LANE 3RD FLOOR | GRAND CAYMAN | CAYMAN ISLANDS | CJ | 981311808 | SELF-INSURANCE | CJ | FROEDTERT THEDACARE HEALTH | C Corporation | $9,467,135 | $68,769,076 | Yes (true) | |||||
| FH INVESTMENT HOLDINGS INC | ||||||||||||||||
| 991422017 | INVST HOLD CO | FROEDTERT THEDACARE HEALTH | C Corporation | -$63,979 | $7,706,834 | Yes (true) | 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | WI | |||||
| NETWORK HEALTH INC | ||||||||||||||||
| 462966177 | HLTHCARE ADM | FROEDTERT THEDACARE HEALTH | C Corporation | $589,759 | $41,080,200 | Yes (true) | 1570 Midway Place | Menasha | WI | 54952 | WI | |||||
| NETWORK HEALTH INSURANCE CORP | ||||||||||||||||
| 392020474 | SERVICE INSURANCE | NETWORK HEALTH INC | C Corporation | $1,018,910,613 | $340,008,873 | Yes (true) | 1570 Midway Place | Menasha | WI | 54952 | WI | |||||
| NETWORK HEALTH PLAN | ||||||||||||||||
| 391442058 | HEALTH INSURANCE | NETWORK HEALTH INC | C Corporation | $362,798,043 | $169,111,126 | Yes (true) | 1570 Midway Place | Menasha | WI | 54952 | WI | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| Q | $542,082,550 | FMV |
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| C | $23,923,056 | FMV |
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| S | $1,810,407,997 | FMV |
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC | ||
| I | $25,906,839 | FMV |
| COMMUNITY MEMORIAL HOSPITAL OF MF INC | ||
| Q | $42,765,303 | FMV |
| COMMUNITY MEMORIAL HOSPITAL OF MF INC | ||
| C | $13,968,833 | FMV |
| COMMUNITY MEMORIAL HOSPITAL OF MF INC | ||
| S | $219,607,804 | FMV |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC | ||
| Q | $23,831,193 | FMV |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC | ||
| B | $8,167,374 | FMV |
| ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC | ||
| S | $113,512,713 | FMV |
| HOLY FAMILY MEMORIAL HOSPITAL | ||
| Q | $16,594,837 | FMV |
| HOLY FAMILY MEMORIAL HOSPITAL | ||
| C | $2,698,518 | FMV |
| HOLY FAMILY MEMORIAL HOSPITAL | ||
| S | $41,541,402 | FMV |
| HART'S MILLS INSURANCE COMPANY | ||
| B | $19,974,916 | FMV |