Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
SSM HEALTH CARE OF WISCONSIN INC
 
Doing Business As
SEE SCHEDULE O
 
Number and street (or P.O. box if mail is not delivered to street address)
477 N LINDBERGH
 
Room/suite
City or town, state or country, and ZIP + 4
ST LOUIS, MO63141
D Employer identification number

43-0688874
E Telephone number

G Gross receipts $ 534,940,158
F Name and address of principal officer:
WILLIAM THOMPSON
477 N LINDBERGH
ST LOUIS,MO63141
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SSMHC.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1912
M State of legal domicile: WI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 10
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 3,690
6 Total number of volunteers (estimate if necessary) .... 6 719
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 17,736,245
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -495,055
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 432,837 2,050,951
9 Program service revenue (Part VIII, line 2g) ......... 487,855,476 489,633,449
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 172,690 8,576,688
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 17,463,314 34,292,750
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 505,924,317 534,553,838
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 321,574 364,830
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 226,957,471 235,294,275
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet693,868    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 237,272,192 220,198,261
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 464,551,237 455,857,366
19 Revenue less expenses. Subtract line 18 from line 12...... 41,373,080 78,696,472
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 580,070,388 761,372,570
21 Total liabilities (Part X, line 26)............ 220,783,432 316,846,582
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 359,286,956 444,525,988
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 403,031,708 including grants of $ 364,830 ) (Revenue $ 506,133,842 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 403,031,708
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
446
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
3,690
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
15
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
DAVE NELSON
2901 LANDMARK PLACE SUITE 300
MADISON,WI53713
(608) 227-0112
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MICHELLE BEHNKE
DIRECTOR
1.00 X           0 0 0
(2) JIM EBBEN
DIRECTOR
1.00 X           0 0 0
(3) KARNA HANNA
DIRECTOR
1.00 X           0 0 0
(4) KATHRYN LILLEY MD
DIRECTOR
1.00 X           0 0 0
(5) ANNETTE MILLER
DIRECTOR
1.00 X           0 0 0
(6) KAY BARRETT MD
DIRECTOR
1.00 X           0 0 0
(7) FRANK BYRNE MD
DIRECTOR & HOSP PRES
40.00 X           0 533,404 156,688
(8) ALBERT MUSA MD
DIRECTOR
1.00 X           0 0 0
(9) MARY ELLEN SABOURIN MD
DIRECTOR
1.00 X           0 0 0
(10) SANDRA ANDERSON
DIRECTOR & HOSP PRES
40.00 X           0 320,096 103,521
(11) KERRY SWANSON
DIRECTOR & HOSP PRES
40.00 X           0 266,899 66,887
(12) SR MARY JEAN RYAN FSM
DIRECTOR & CHAIRPERSON
1.00 X   X       0 0 0
(13) WILLIAM P THOMPSON
DIRECTOR & VICE PRES
1.00 X   X       0 1,188,452 605,422
(14) DAVID SORBER MD
DIRECTOR
1.00 X           0 0 0
(15) MARY STARMANN-HARRISON
PRESIDENT & CEO
1.00 X   X       0 780,068 259,699
(16) KRIS A ZIMMER
TREASURER
1.00     X       0 723,982 180,212
(17) JUNE L PICKETT
SECRETARY
1.00     X       0 220,736 179,387
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) LAURA BOWERS
ASST SECRETARY
1.00     X       67,828 0 32,654
(19) CHARLES JOHNSON
REGIONAL VP FINANCE
40.00     X       411,911 0 99,146
(20) JONATHAN ROZENFELD
EXECUTIVE VP/COO
40.00       X     303,342 0 75,305
(21) JOHN BUTLER
REG VP MEDICAL AFFAIRS
40.00       X     334,229 0 52,367
(22) JOAN E BEGLINGER
VP PATIENT SERVICES
40.00       X     229,900 0 125,955
(23) ALICE FACEY
VP PATIENT CARE
40.00       X     177,285 0 60,151
(24) RON SCHAETZL
VP OPERATIONS
40.00       X     129,944 0 29,513
(25) MARILYN BIROS
REG VP STRATEGIC DEV
40.00       X     277,670 0 88,322
(26) LINDA STATZ
REG VP HUMAN RES
40.00       X     243,572 0 80,616
(27) DAVID NELSON
REGIONAL CONTROLLER
40.00         X   275,931 0 92,574
(28) RICHARD STOUGHTON
PROJECT MGMT DIRECTOR
40.00         X   241,003 0 29,796
(29) KANSAS DUBRAY
PHYSICIAN
40.00         X   220,913 0 38,750
(30) ARLENE TOBIN
ANESTHETIST
40.00         X   203,796 0 57,729
(31) THOMAS PANKRATZ
ANESTHETIST
40.00         X   202,632 0 90,852
(32) WILLIAM SCHOENHARD
FORMER OFFICER
0.00           X 0 282,789 130,820
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,190,012 4,316,426 2,606,853
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet101
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
ERDMAN COMPANY
5117 UNIVERSITY AVENUE
MADISON,WI537051360
CONSTRUCTION SERVICES 15,602,157
J H FINDORFF & SONS INC
300 S BEDFORD ST
MADISON,WI53703
CONSTRUCTION SERVICES 5,752,201
BOARD OF REGENTS OF THE UNIV OF WI
1100 DELAPLAINE CT
MILWAUKEE,WI537151896
PHYSICIAN SERVICES 5,545,772
DEAN HEALTH SYSTEMS INC
1808 W BELTINE HWY
MADISON,WI53713
PHYSICIAN SERVICES 4,350,745
KRAEMER BROTHER LLC
925 PARK AVENUE
PLAIN,WI535770219
CONSTRUCTION SERVICES 3,397,360
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet127
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 1,414,227
e Government grants (contributions)1e 608,501
f All other contributions, gifts, grants, and
similar amounts not included above
1f
28,223
g Noncash contributions included in lines 1a-1f:$ 21,728
h Total. Add lines 1a-1f.......MediumBullet 2,050,951
 Program Service Revenue Business Code
2a NET PATIENT REVENUE 621,110 484,137,789 484,137,789    
b OTHER OPER. REVENUE 621,990 5,495,660 5,495,660    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 489,633,449
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 4,174,585     4,174,585
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 437,317  
b Less: rental expenses 381,205  
c Rental income or (loss) 56,112  
d Net rental income or (loss).......MediumBullet 56,112     56,112
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,407,218  
b Less: cost or other basis and sales expenses   5,115
c Gain or (loss) 4,407,218 -5,115
d Net gain or (loss)..........MediumBullet 4,402,103     4,402,103
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a JOINT VENTURE REVENUE 900,099 15,708,564 15,708,564    
b IT, ADMIN & SUPPORT SV 561,000 10,052,471   10,052,471  
c LABORATORY 621,500 5,983,511   5,983,511  
d All other revenue .... 2,492,092 791,829 1,700,263  
e Total. Add lines 11a–11d ......MediumBullet 34,236,638
12 Total revenue. See Instructions....MediumBullet 534,553,838 506,133,842 17,736,245 8,632,800
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 349,380 349,380
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 15,450 15,450
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 4,364,991   4,364,991  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 169,368,892 147,793,907 21,210,508 364,477
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 13,402,239 11,802,744 1,594,381 5,114
9 Other employee benefits ....... 35,629,646 29,671,396 5,864,927 93,323
10 Payroll taxes ........... 12,528,507 10,781,305 1,718,428 28,774
11 Fees for services (non-employees):        
a Management ...... 4,659,216 436,863 4,222,353  
b Legal ......... 1,466,597   1,466,597  
c Accounting ........... 159,182   159,182  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 36,393,698 28,560,649 7,802,628 30,421
12 Advertising and promotion .... 774,977 622,187 70,154 82,636
13 Office expenses ....... 96,264,139 94,123,380 2,076,351 64,408
14 Information technology ...... 14,658,379 14,445,588 212,791  
15 Royalties ..        
16 Occupancy ........... 11,440,486 11,147,782 277,723 14,981
17 Travel ............ 634,231 375,250 254,936 4,045
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 282,598 226,951 52,437 3,210
20 Interest ........... 5,946,164 5,871,810 74,354  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 24,040,465 23,486,913 553,105 447
23 Insurance .............. 1,105,563 1,091,728 13,835  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PROVIDER TAXES 13,316,338 13,316,338    
b BAD DEBT 7,256,203 7,256,203    
c BOND RELATED FEES 1,114,661 1,111,997 2,664  
d MISCELLANEOUS EXPENSES 645,288 523,903 120,082 1,303
e LICENSES 40,076 19,984 19,363 729
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 455,857,366 403,031,708 52,131,790 693,868
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 19,685,866 2 40,585,755
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 45,553,741 4 43,667,144
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 1,004,479 7 477,091
8 Inventories for sale or use .............. 4,807,260 8 5,381,975
9 Prepaid expenses and deferred charges ............ 1,549,953 9 444,566
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 519,903,662
b Less: accumulated depreciation. ..... 10b 241,212,966 255,304,728 10c 278,690,696
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 246,275,037 12 308,985,205
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 5,889,324 15 83,140,138
16 Total assets. Add lines 1 through 15 (must equal line 34)... 580,070,388 16 761,372,570
Liabilities 17 Accounts payable and accrued expenses . 34,868,199 17 41,624,845
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 185,915,233 25 275,221,737
26 Total liabilities. Add lines 17 through 25..... 220,783,432 26 316,846,582
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 346,878,114 27 431,050,902
28 Temporarily restricted net assets ..... 10,468,163 28 11,267,895
29 Permanently restricted net assets ..... 1,940,679 29 2,207,191
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 359,286,956 33 444,525,988
34 Total liabilities and net assets/fund balances ..... 580,070,388 34 761,372,570
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
534,553,838
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
455,857,366
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
78,696,472
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
359,286,956
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
6,542,560
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
444,525,988
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
11,114
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
166,728
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
177,842
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 8,884,693 8,508,695 8,868,016
b Contributions ........ 315,650 227,929 93,062
c Investment earnings or losses ... 763,245 237,889 -285,074
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........
70,714 89,820 167,309
f Administrative expenses ....      
g End of year balance ...... 9,892,874 8,884,693 8,508,695
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet77.600 %
b
Permanent endowment: SchDMd Bullet22.300 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   9,707,217 9,707,217
b Buildings ................   316,334,229 134,629,815 181,704,414
c Leasehold improvements ............   17,005,430 9,070,542 7,934,888
d Equipment ................   125,870,107 94,749,473 31,120,634
e Other .................   50,986,679 2,763,136 48,223,543
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 278,690,696
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) SSM CENTRAL INVESTMENT POOL
188,298,080 F

(B) BENEFICIAL INTEREST IN FOUNDATION
23,840,786 F

(C) INVESTMENT IN JOINT VENTURES
96,846,339 F






Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 308,985,205
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM RELATED PARTY 81,048,611
(2) OTHER RECEIVABLES 2,091,527







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 83,140,138
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
PENSION FUNDING LIABILITY 15,258,060
DUE FROM RELATED PARTY 6,518,101
NOTES PAYABLE 12,244,755
ASSET RETIREMENT LIABILITY 1,045,377
THIRD PARTY PAYOR 724,109
LONG TERM LIABILITIES 548,123
RABBI TRUST LIABILITY 133,056
ALLOCATED TAX EXEMPT DEBT - SSM HEALTH CARE 238,750,156

Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 275,221,737
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED TO PROVIDE HEALTH CARE SERVICES.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: SSM HEALTH CARE OF WISCONSIN, INC'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF SSM HEALTH CARE (SSMHC), A RELATED ORGANIZATION. SSMHC EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2010 OR 2009.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) ..
    14,977,239   14,977,239 3.340 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) .
    79,091,692 53,548,266 25,543,426 5.690 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     2,324,736 1,728,612 596,124 0.130 %
dTotal Charity Care and
Means-Tested Government Programs .....
    96,393,667 55,276,878 41,116,789 9.160 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
    2,942,118 131,848 2,810,270 0.630 %
f Health professions education
(from Worksheet 5) ..
    9,304,597 1,852,282 7,452,315 1.660 %
g Subsidized health services
(from Worksheet 6) ..
    1,187,755 497,031 690,724 0.150 %
h Research (from Worksheet 7)     197,483   197,483 0.040 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) ..
    822,246   822,246 0.180 %
jTotal Other Benefits ...     14,454,199 2,481,161 11,973,038 2.660 %
kTotal. Add lines 7d and 7j. ..     110,847,866 57,758,039 53,089,827 11.820 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     17,618   17,618 0 %
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     112,581   112,581 0.030 %
7 Community health improvement advocacy     21,269   21,269 0 %
8 Workforce development     74,250   74,250 0.020 %
9 Other            
10 Total     225,718   225,718 0.050 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
4,407,935
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
 
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
144,350,490
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
151,442,490
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-7,092,000
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
 
No
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership%
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?6
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 ST MARY'S HOSPITAL
700 SOUTH PARK STREET
MADISON,WI53715
X X   X     X    
2 ST CLARE HOSPITAL & HEALTH SERVICES
707 FOURTEENTH STREET
BARABOO,WI53913
X X   X     X    
7 ST MARY'S JANESVILLE HOSPITAL
3900 E RACINE ST
JANESVILLE,WI53546
X X   X     X    
8 STOUGHTON HOSPITAL
900 RIDGE STREET
STOUGHTON,WI53589
X                
9 COLUMBUS COMMUNITY HOSPITAL
1515 PARK AVE
COLUMBUS,WI53925
X                
10 EDGERTON HOSPITAL
11101 NORTH SHERMAN RD
EDGERTON,WI53534
X                
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:NOT APPLICABLE FOR THIS TAX YEAR
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?7
Name and address Type of Facility (Describe)
1 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
2 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
3 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
4 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
5 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
6 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
7 ST CLARE CHILD CARE CENTER
1605 JEFFERSON ST
BARABOO,WI53913
CHILD DAY CARE
8
9
10
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
    PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 7256203.
    SCHEDULE H, PART I, QUESTION 3BELIGIBILITY FOR DISCOUNTED CARESSM HEALTH CARE OF WISCONSIN USES FEDERAL POVERTY GUIDELINES (FPG) TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS.THE APPLICABLE PERCENTAGE VARIES BASED ON HOW MUCH THE APPLICANT'S INCOME EXCEEDS FPG GUIDELINES. THE FOLLOWING SCHEDULE IS USED TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE:APPLICANT'S INCOME IS CHARITY CARE PERCENTAGELESS THAN OR EQUAL TO 2 TIMES FPG 100%MORE THAN 2 TIMES, LESS THAN 2.5 TIMES FPG 80%MORE THAN 2.5 TIMES, LESS THAN 3 TIMES FPG 60%MORE THAN 3 TIMES, LESS THAN 3.5 TIMES FPG 40%MORE THAN 3.5 TIMES, LESS THAN 4 TIMES FPG 20%4 OR MORE TIMES FPG 0%SCHEDULE H, PART I, QUESTION 3COTHER CRITERIA FOR FREE OR DISCOUNTED CAREAN EXCEPTION TO THE SLIDING SCALE IS PROVIDED FOR A PATIENT'S BALANCE DUE IF THE AMOUNT IS TOO LARGE TO BE REASONABLY PAID THROUGH AN INSTALLMENT PLAN OVER FOUR YEARS GIVEN THE FAMILY INCOME AND EXPENSES. TO FURTHER STREAMLINE AND AUTOMATE THE FINANCIAL ASSISTANCE PROCESS, ST. MARY'S HOSPITAL BUSINESS OFFICE PERSONNEL WILL AUTOMATICALLY CONSIDER 100% OF THE PATIENT ACCOUNT AS CHARITY IF THE COMMERCIAL SOFTWARE SYSTEM (SEARCHAMERICA) INDICATES THAT THE PATIENT IS LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL). THIS PROCESS IS CALLED "PRESUMPTIVE ELIGIBILITY". SCHEDULE H, PART I, QUESTION 6APREPARATION OF COMMUNITY BENEFIT REPORTSSSM HEALTH CARE OF WISCONSIN IS PART OF THE INTEGRATED HEALTH SYSTEM KNOWN AS SSM HEALTH CARE. IN AN EFFORT TO STRENGTHEN ITS COMMUNITY BENEFIT PROGRAM, SSM HEALTH CARE PLANS FOR, MEASURES, AND COMMUNICATES IN AN ANNUAL REPORT CHARITY CARE PROVIDED TO PERSONS WHO ARE LOW INCOME, THE UNPAID COSTS OF PUBLIC PROGRAMS AND OTHER ACTIVITIES THAT RESPOND TO COMMUNITY NEED, IMPROVE COMMUNITY HEALTH, OR REACH OUT TO LOW INCOME AND VULNERABLE PERSONS. SSM HEALTH CARE'S 2010 ANNUAL COMMUNITY BENEFIT REPORT FOR THE SYSTEM CAN BE FOUND AT WWW.SSMHC.COM.SCHEDULE H, PART I, QUESTION 7DESCRIPTION OF COSTING METHODOLOGYCHARITY CARE COSTING METHODOLOGY: THE COST OF CHARITY CARE IS CALCULATED IN COMPLIANCE WITH CATHOLIC HEALTH ASSOCIATION (CHA) GUIDELINES. A COST TO CHARGE RATIO CALCULATED USING THE IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGE, WAS USED TO COMPUTE CHARITY CARE AT COST. THIS IS THE RATIO OF TOTAL ADJUSTED OPERATING EXPENSE TO TOTAL GROSS PATIENT REVENUE. THE GROSS REVENUE AMOUNT IS A GROSS AMOUNT PRIOR TO CONTRACTUAL ADJUSTMENTS AND BAD DEBTS. BOTH GROSS REVENUE AND COST ARE BASED ON CHARGES AT DATE/TIME OF SERVICE.UNREIMBURSED MEDICAID COSTING METHODOLOGY: THE COST OF UNREIMBURSED MEDICAID IS CALCULATED IN COMPLIANCE WITH CATHOLIC HEALTH ASSOCIATION (CHA) GUIDELINES. A COST TO CHARGE RATIO CALCULATED UTILIZING IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGE, WAS USED TO COMPUTE UNREIMBURSED MEDICAID COSTS. THIS IS THE RATIO OF TOTAL ADJUSTED OPERATING EXPENSE TO TOTAL GROSS PATIENT REVENUE. THE GROSS REVENUE AMOUNT IS A GROSS AMOUNT PRIOR TO CONTRACTUAL ADJUSTMENTS AND BAD DEBTS. BOTH GROSS REVENUE AND COST ARE BASED ON CHARGES AT DATE/TIME OF SERVICE. COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS COSTING METHODOLOGY: THE COSTS FOR THESE PROGRAMS WERE DERIVED FROM THE ACTUAL COSTS INCURRED IN THESE AREAS. THE EXPENDITURES ARE DETERMINED BASED ON ACTUAL INVOICES OR DOLLAR AMOUNTS SPENT AND CHARGED TO THESE DEPARTMENTS.HEALTH PROFESSIONAL EDUCATION COSTING METHODOLOGY: THE EXPENSES FOR HEALTH PROFESSION EDUCATION WERE TAKEN FROM THE DEPARTMENT'S INCOME AND EXPENSE STATEMENT, DERIVED FROM THE ACCOUNTING SYSTEM. AMOUNTS PAID FROM RESIDENT DEPARTMENTS WERE ALSO INCLUDED.RESEARCH COSTING METHODOLOGY: RESEARCH EXPENSES WERE TAKEN FROM THE INCOME AND EXPENSE STATEMENT FOR THE RESEARCH DEPARTMENTS, DERIVED FROM THE ACCOUNTING SYSTEM.CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS COSTING METHODOLOGY: CONTRIBUTION EXPENDITURES ARE BASED ON ACTUAL INVOICES THAT WERE CAPTURED AND REPORTED FOR THIS PROGRAM.SCHEDULE H, PART IICOMMUNITY BUILDING ACTIVITIESSSM HEALTH CARE OF WISCONSIN PARTICIPATES IN A WIDE ARRAY OF COMMUNITY AND CIVIC ORGANIZATIONS IN THE PROMOTION OF HEALTH CARE AND COMMUNITY BUILDING ACTIVITIES. SPECIFIC ACTIVITIES REPORTED IN PART II OF SCHEDULE H INCLUDE THE FOLLOWING: COMMUNITY BUILDING & COMMUNITY SUPPORT: PROVIDED SCHOOL SUPPLIES, MENTORING AND VOLUNTEERS TO PAINT, GARDEN AND PROVIDED OTHER SUPPORT TO ST. MARY'S ADOPT-A-SCHOOL PARTNER LINCOLN SCHOOL; PROVIDED MENTORING OPPORTUNITIES FOR DISADVANTAGE HIGH SCHOOL STUDENTS; AND PROVIDED ASSISTANCE FOR NEIGHBORHOOD ENHANCEMENTS AND IMPROVEMENTS.COMMUNITY BUILDING & COALITION BUILDING: COLLABORATION WITH DANE COUNTY HEALTH CARE PROVIDERS AND OTHER ORGANIZATIONS TO PROVIDE PATIENT ADVOCATES AND HEALTH CARE PROFESSIONALS, SUPPLIES AND INFORMATION FOR ONGOING CLINICS AND PROGRAMS; PROVIDED FREE SOCIAL ACTIVITIES FOR SENIORS AND THE PROMOTION OF SENIOR PROGRAMS AND HEALTH INFORMATION.COMMUNITY BUILDING & WORKFORCE DEVELOPMENT: PARTICIPATION IN JOB FAIRS THAT DRIVE ENTRY INTO THE HEALTH CARE FIELDSCHEDULE H, PART III, SECTION A, LINE 4BAD DEBT EXPENSESSM HEALTH CARE OF WISCONSIN IS PART OF THE SSM HEALTH CARE CONSOLIDATED AUDIT. THE FOOTNOTE THAT REFERENCES BAD DEBT EXPENSE IN THE DECEMBER 31, 2010 CONSOLIDATED AUDIT IS AS FOLLOW:"IN LINE WITH ITS MISSION, SSMHC PROVIDES SERVICES TO PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY FOR THOSE SERVICES. FOR SOME OF ITS PATIENT SERVICES, SSMHC RECEIVES NO PAYMENT OR PAYMENT THAT IS LESS THAN THE FULL COST OF PROVIDING THE SERVICES.SSMHC VOLUNTARILY PROVIDES FREE CARE TO PATIENTS WHO ARE UNABLE TO PAY FOR ALL OR PART OF THEIR HEALTH CARE EXPENSES AS DETERMINED BY SSMHC'S CRITERIA FOR FINANCIAL ASSISTANCE. BECAUSE SSMHC DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS PATIENT SERVICE REVENUES.IN SOME CASES, SSMHC DOES NOT RECEIVE THE AMOUNT BILLED FOR PATIENT SERVICES EVEN THOUGH IT DID NOT RECEIVE INFORMATION NECESSARY TO DETERMINE IF THE PATIENTS MET THE CRITERIA FOR FINANCIAL ASSISTANCE. BAD DEBTS EXPENSE IS THE ESTIMATED AMOUNT OF PATIENT SERVICE REVENUES THAT SSMHC WILL NOT COLLECT."BAD DEBT COSTING METHODOLOGY: BAD DEBT EXPENSE REPORTED IN THE 2010 ANNUAL LICENSING SURVEY OF MISSOURI HOSPITALS WAS USED, MULTIPLIED BY THE COST TO CHARGE RATIO USING IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGES.BAD DEBT EXPENSE REPORTED ON LINE 2 FOR THE YEAR ENDED DECEMBER 31, 2010 WAS $11,273,621 AT CHARGES AND $4,407,935 AT COST.SSM HEALTH CARE OF WISCONSIN DID NOT MAKE AN ESTIMATE OF THE ORGANIZATION'S BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.SCHEDULE H, PART III, SECTION B, LINE 8MEDICARE SHORTFALL INCLUDED IN COMMUNITY BENEFITTHE COST OF PROVIDING CARE TO MEDICARE ELIGIBLE PATIENTS IS GREATER THAN THE REIMBURSEMENT THAT MEDICARE ALLOWS ON THE MEDICARE COST REPORT. SSM HEALTH CARE OF WISCONSIN CONSIDERS THIS SHORTFALL AS A COMPONENT OF COMMUNITY BENEFIT BECAUSE THE REIMBURSEMENT IS NOT NEGOTIATED AND SERVICES ARE PROVIDED REGARDLESS OF THE PATIENTS' ABILITY TO PAY. THE MEDICARE COSTS REPORTED ON LINE 6 WERE OBTAINED FROM THE 2010 MEDICARE COST REPORT.SCHEDULE H, PART III, SECTION C, LINE 9BCOLLECTION PRACTICESSSM HEALTH CARE OF WISCONSIN HAS ESTABLISHED WRITTEN CREDIT AND COLLECTION POLICY AND PROCEDURES. THE BILLING AND COLLECTION POLICIES AND PRACTICES REFLECT THE MISSION AND VALUES OF SSM HEALTH CARE, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE. THE HOSPITAL EMBRACES ITS RESPONSIBILITY TO SERVE THE COMMUNITIES IN WHICH IT PARTICIPATES BY ESTABLISHING SOUND BUSINESS PRACTICES. THE HOSPITAL'S BILLING AND COLLECTION PRACTICES WILL BE FAIR AND CONSISTENTLY APPLIED. ALL STAFF AND VENDORS ARE EXPECTED TO TREAT ALL PATIENTS CONSISTENTLY AND FAIRLY REGARDLESS OF THEIR ABILITY TO PAY. THEY RESPOND TO PATIENTS IN A PROMPT AND COURTEOUS MANNER REGARDING ANY QUESTIONS ABOUT THEIR BILLS AND PROVIDE NOTIFICATION OF THE AVAILABILITY OF CHARITY CARE AND FINANCIAL ASSISTANCE. ALL OUTSIDE COLLECTION AGENCIES MUST COMPLY WITH STATE AND FEDERAL LAWS, COMPLY WITH THE ASSOCIATION OF CREDIT AND COLLECTION PROFESSIONAL'S CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY AND COMPLY WITH SSM HEALTH CARE OF WISCONSIN'S COLLECTION AND CHARITY POLICIES.
    SCHEDULE H, PART VI, LINE 2NEEDS ASSESSMENT PROCESSTHE ANNUAL STRATEGIC, FINANCIAL, AND HUMAN RESOURCES PLANNING PROCESS HAS INCLUDED AN ASSESSMENT OF THE COMMUNITY'S NEEDS TO INCLUDE THE IDENTIFICATION OF SPECIFIC AND MEASUREABLE HEALTHY COMMUNITIES' INITIATIVES. HEALTHY COMMUNITIES' INITIATIVES DEMONSTRATE THE LEADERSHIP ROLE THAT SSM HEALTH CARE OF WISCONSIN IS TAKING IN IDENTIFYING, COMMUNICATING AND DEVELOPING RESPONSES TO HEALTH RELATED NEEDS IN THE COMMUNITY. AS OF JANUARY 2010, THE PRIMARY FOCUS OF SSM HEALTH CARE'S HEALTHY COMMUNITIES (HCIS) HAS BEEN ON ONE OF THE TOP-THREE CHRONIC DISEASES IN EACH ENTITY'S/NETWORK'S RESPECTIVE MARKET (E.G., CHF, DIABETES, ASTHMA) AS IDENTIFIED THROUGH, AMONG OTHER DATA SOURCES, COMMUNITY NEEDS ASSESSMENTS, CONSUMER/PUBLIC HEALTH STUDIES AND STATE/LOCAL HEALTH DEPARTMENT INFORMATION.COMMUNITY HEALTH IMPROVEMENT, WHICH WE PURSUE AS A SYSTEM PRIMARILY THROUGH HCIS UNDERTAKEN AT THE ENTITY LEVEL, IS FUNDAMENTAL TO OUR MISSION, VALUES, AND VISION. OVER THE YEARS MANY PEOPLE HAVE BENEFITED FROM OUR HCIS AND MUCH GOOD HAS COME FROM THEM. IN AN EFFORT TO BEST RESPOND TO COMMUNITY NEEDS, HCIS WILL REFOCUS ITS EFFORTS TOWARD A NEW APPROACH TO COMMUNITY HEALTH, AS OUTLINED HERE.CHRONIC DISEASE IS RAMPANT THROUGHOUT THE U.S WHERE ROUGHLY HALF OF ALL ADULTS AND 10% OF CHILDREN/ADOLESCENTS LIVE WITH AT LEAST ONE CHRONIC DISEASE. OF THESE AN ESTIMATED 13 MILLION LACK HEALTH INSURANCE AND THEREBY HAVE POORER ACCESS TO PREVENTIVE AND PRIMARY CARE SERVICES THAN THEIR INSURED COUNTERPARTS AND EXPERIENCE WORSE HEALTH-RELATED OUTCOMES, INCLUDING PREMATURE DEATH.IN RESPONSE TO THIS GROWING NATIONAL HEALTH CRISIS, SYSTEM MANAGEMENT HAS SET THE EXPECTATION THAT ALL SSM OPERATING ENTITIES, WORKING INDIVIDUALLY OR COLLECTIVELY AS NETWORKS, IN COLLABORATION WITH COMMUNITY PARTNERS, WILL DEVELOP HCIS FOCUSED ON THE CHRONIC DISEASE SELECTED THAT ADDRESSES THREE PILLARS THAT STRETCH ACROSS THE CARE CONTINUUM: - PREVENTION THROUGH COMMUNITY EDUCATION IN PARTNERSHIP WITH COMMUNITY HEALTH ORGANIZATIONS, LOCAL HEALTH AGENCIES, CHURCHES, CIVIC CENTERS, SCHOOLS, INSURANCE COMPANIES AND OTHER COMMUNITY PARTNERS. - ACCESS TO PRIMARY CARE SERVICES AND NECESSARY MEDICATIONS IN CONJUNCTION WITH COMMUNITY HEALTH ORGANIZATIONS, LOCAL HEALTH AGENCIES AND CLINICS, EMPLOYED COMMUNITY PHYSICIANS AND PHARMACEUTICAL COMPANIES. - INPATIENT CARE INCLUDING PATIENT EDUCATION, COMPREHENSIVE DISCHARGE PLANNING, MEDICATION RECONCILIATION, COORDINATION OF CARE ACROSS SETTINGS AND POST-DISCHARGE FOLLOW-UP.INITIALLY, THE STRATEGIC GOAL WILL BE TO REDUCE THE 30-DAY HOSPITAL READMISSION RATE FOR THE CHRONIC DISEASE SELECTED. THIS HAS THE MOST IMMEDIATE IMPACT. AS WE DEVELOP OUR COMMUNITY PARTNERSHIPS AND BEGIN TO IMPACT THE WHOLE CARE CONTINUUM, ADDITIONAL GOALS CAN BE ADDED THAT ADDRESS KEY INDICATORS OF COMMUNITY/POPULATION HEALTH (E.G., PREVALENCE AND INCIDENCE RATES, SCREENING RATES, HOSPITAL ADMISSION RATES, BEHAVIORAL AND LIFESTYLE FACTORS). ENTITIES MUST ESTABLISH SPECIFIC STRATEGIES AND DEVELOP CLEAR INDICATORS OR MEASURES OF SUCCESS TO TRACK PROGRESS. IN ADDITION TO THE HEALTHY COMMUNITIES INITIATIVES, EACH SSM HEALTH CARE HOSPITAL WILL CONDUCT A SEPARATE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). TO SUPPORT THE COMPLETION OF A CHNA IN ACCORDANCE WITH ESTABLISHED GUIDELINES, A SIX-STEP PROCESS WAS DEVELOPED. THE PROCESS DEFINES AN APPROACH THAT CAN BE USED TO ASSESS THE HEALTH NEEDS OF THE COMMUNITIES SERVED BY SSM HEALTH CARE AND DEVELOP STRATEGIES FOR MEETING THOSE NEEDS. THE PROCESS INCLUDES: - DEVELOP A PLAN TO ADDRESS HEALTH REFORM MANDATES TO INCLUDE DEFINING HOW THE ASSESSMENT AND BY WHOM THE ASSESSMENT WILL BE COMPLETED; IDENTIFYING THE STAKEHOLDERS INVOLVED; AND THE TIME FRAME FOR COMPLETION - PERFORM DATA COLLECTION INCLUDING IDENTIFYING THE GEOGRAPHIC AREA SERVED, ACCESSING SECONDARY DATA SOURCES AND COORDINATING INTERVIEWS, SURVEY AND/OR FOCUS GROUPS FOR PRIMARY DATA COLLECTION - PERFORM DATA ANALYSIS BY EVALUATING QUANTITATIVE AND QUALITATIVE DATA TO IDENTIFY AND PRIORITIZE HEALTH NEEDS AND OPPORTUNITIES - CREATE A PLAN WITH GOALS, STRATEGIES, ACTIONS, DUE DATES, AND RESOURCE REQUIREMENTS WHICH INCLUDES INPUT FROM CONSTITUENTS - OBTAIN APPROVAL FROM SYSTEM MANAGEMENT TO BE ADOPTED IN 2012 AND INCORPORATE THE CHNA INITIATIVES INTO THE STRATEGIC PLAN TO INCLUDE APPOINTING RESPONSIBILITY FOR IMPLEMENTING THE PLAN AND ASSIGNING A STEERING COMMITTEE TO MONITOR PROGRESS AS APPROPRIATE - COORDINATE COMMUNICATION TO THE PUBLIC, BOARDS, STAFF AND OTHER STAKEHOLDERS PROGRESS IN ADDRESSING TOP PRIORITIES IMPACTING COMMUNITY HEALTH SCHEDULE H, PART VI LINE 3PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEALL SSMHC FACILITIES WILL STRIVE TO PROVIDE EXCEPTIONAL HEALTH CARE SERVICES TO ALL PERSONS IN NEED REGARDLESS OF THEIR ABILITY TO PAY. ALL BILLING AND COLLECTION POLICIES REFLECT THE MISSION AND VALUES OF SSMHC, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE. SSMHC FACILITIES OFFER DISCOUNTS FOR HOSPITAL SERVICES TO ALL UNINSURED PERSONS. SELF-PAY DISCOUNTS APPLY TO EVERYONE WHO DOES NOT HAVE HEALTH INSURANCE, NO MATTER THEIR ABILITY TO PAY.EACH ENTITY PROVIDING MEDICAL SERVICE SHALL PROVIDE INFORMATION TO THE PUBLIC REGARDING ITS CHARITY CARE POLICIES AND THE QUALIFICATION REQUIREMENTS FOR EACH OF ITS FACILITIES. WHEN STANDARD SYSTEM NOTICES AND COMMUNICATION REGARDING CHARITY CARE ARE AVAILABLE, THESE MUST BE USED. MODIFICATIONS TO THE STANDARD MAY BE MADE TO COMPLY WITH STATE AND LOCAL LAWS, AS WELL AS REFLECT CULTURALLY SENSITIVE TERMINOLOGY FOR THE POLICY. ALL NOTICES ARE EASY TO UNDERSTAND BY THE GENERAL PUBLIC, CULTURALLY APPROPRIATE AND AVAILABLE IN THOSE LANGUAGES THAT ARE PREVALENT IN THE COMMUNITY.THEY PROVIDE INFORMATION ABOUT: - THE PATIENT'S RESPONSIBILITY FOR PAYMENT, - THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND ENTITY CHARITY CARE AND PAYMENT ARRANGEMENTS, - THE ENTITY'S CHARITY POLICY AND APPLICATION PROCESS, AND - WHO TO CONTACT TO GET ADDITIONAL INFORMATION OR FINANCIAL COUNSELING.THE FOLLOWING TYPES OF NOTICES TO THE PUBLIC ARE PROVIDED: - SIGNS IN THE EMERGENCY DEPARTMENT, OUTPATIENT AND INPATIENT REGISTRATION AND PUBLIC WAITING AREAS. - BROCHURES OR FLYERS PROVIDED AT TIME OF REGISTRATION AND AVAILABLE IN THE FINANCIAL COUNSELING AREAS. - NOTICES SENT WITH OR ON PATIENT BILLS OR COMMUNICATIONS SENT TO PATIENTS AND GUARANTORS RELATED TO MEDICAL SERVICES. - APPLICATIONS PROVIDED TO UNINSURED PATIENTS AT THE TIME OF REGISTRATION.THE APPLICATION FOR CHARITY CARE, TOGETHER WITH ANY INSTRUCTIONS, MUST CLEARLY STATE THE POLICIES REGARDING CHARITY CARE, INCLUDING EXCLUDED SERVICES, ELIGIBILITY CRITERIA AND DOCUMENTATION REQUIREMENTS. INFORMATION ABOUT THE ENTITY'S CHARITY POLICIES IS ALSO PROVIDED TO PUBLIC AGENCIES.
    SCHEDULE H, PART VI LINE 4COMMUNITY INFORMATIONST CLARE HOSPITAL IS LOCATED IN BARABOO, WISCONSIN. ST CLARE HOSPITAL SERVES BARABOO AND SURROUNDING COMMUNITIES INCLUDING THE COUNTIES OF: DELLS, LAKE DELTON, MAUSTON, PORTAGE, REEDSBURG, MERRIMAC, SAUK CITY, NORTH FREEDOM, ROCK SPRINGS, ADAMS, LYNDON STATION AND FRIENDSHIP. SOME OF THE HOSPITAL'S REGIONAL SERVICES, INCLUDING RADIATION ONCOLOGY, SERVE A POPULATION FROM MORE THAN 70 ZIP CODES IN SOUTHERN WISCONSIN. ST MARY'S HOSPITAL SERVES AN 18-COUNTY SERVICE AREA IN SOUTHERN WISCONSIN, INCLUDING THE FOLLOWING: DANE, SAUK, COLUMBIA, GRANT, CRAWFORD, IOWA, LAFAYETTE, GREEN, ROCK, WALWORTH, JEFFERSON, DODGE, FOND DU LAC, GREEN LAKE, MARQUETTE, JUNEAU, ADAMS AND RICHLAND. ST CLARE HOSPITAL OFFERS ACUTE CARE SERVICES AS WELL AS A WIDE RANGE OF OTHER SERVICES INCLUDING CHEMICAL DEPENDENCY TREATMENT AND HEMODIALYSIS. ST MARY'S HOSPITAL OFFERS A FULL RANGE OF INPATIENT AND OUTPATIENT TREATMENT AND DIAGNOSTIC SERVICES IN PRIMARY CARE AND NEARLY ALL SPECIALTIES. MEDICAL/SURGICAL AREAS OF SPECIAL FOCUS INCLUDE DEAN & ST MARY'S CARDIAC CENTER, FAMILY BIRTH CENTER, PEDIATRICS, NEUROSCIENCE CENTER, GERIATRICS, ORTHOPEDICS, AND EMERGENCY SERVICES.THE ST. MARY'S CAMPUS INCLUDES AN OUTPATIENT SURGERY CENTER, AND AN EMPLOYEE CHILD CARE CENTER. ST. MARY'S ALSO OPERATES AN OFF-SITE ADULT DAY HEALTH CENTER, IS PART-OWNER OF A HOME HEALTH CARE ORGANIZATION, AND IS AFFILIATED WITH THE ST. MARY'S CARE CENTER (SKILLED NURSING FACILITY) ON MADISON'S SOUTHWEST SIDE.SCHEDULE H, PART VI LINE 5PROMOTION OF COMMUNITY HEALTHSSM HEALTH CARE'S MISSION STATEMENT IS "THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD."SSM HEALTH CARE OF WISCONSIN PARTICIPATES IN A WIDE ARRAY OF COMMUNITY PROGRAMS THROUGHOUT THE AREA TO FURTHER ITS EXEMPT PURPOSE OF PROMOTING THE HEALTH OF THE COMMUNITY. SOME EXAMPLES INCLUDE THE FOLLOWING:ST. CLARE HOSPITAL, BARABOO, WI:ST. CLARE HOSPITAL IS A MAJOR SPONSOR OF FARM SAFETY DAYS, WHICH TEACHES CHILDREN AND YOUNG ADULTS HOW TO BE SAFE ON THE FARM. SINCE 2000, THE HOSPITAL HAS ALSO PARTNERED WITH THE ST. CLARE FOUNDATION IN THE DEVELOPMENT OF HEALTHY COMMUNITIES PROGRAMS AND HAS SPONSORED OTHER ORGANIZATIONS' ACTIVITIES AS A WAY TO GIVE BACK TO THE COMMUNITY. THE ST. CLARE HEALTH CARE FOUNDATION, THROUGH ITS PATHWAYS TO WELLNESS INITIATIVE, HAS DEVELOPED AND SPONSORED HEALTH AND WELLNESS PROGRAMS AND ACTIVITIES AS A WAY TO GIVE BACK TO THE COMMUNITY.IN 2010, THE FOUNDATION 1) CO-SPONSORED THE ST. CLARE 5K WALK/RUN, 2) CO-SPONSORED THE BARABOO BIKES & WALKS TO SCHOOL WEEK, CO-SPONSORED THE FESTIVAL OF LOVE & LIGHT, AN EVENING OF HONORING AND REMEMBERING LOVED ONES AT THE HOLIDAYS, 3) ASSISTED QUALIFYING PATIENTS AT THE ST. CLARE HOSPICE HOUSE WITH THEIR ROOM AND BOARD FEES, AND 4) PRESENTED "EATING FROM THE RAINBOW", A PROGRAM ABOUT EATING A RAINBOW OF FRUITS AND VEGETABLES AND GETTING ADEQUATE PHYSICAL ACTIVITY, TO THIRD GRADE STUDENTS IN THE BARABOO AND WISCONSIN DELLS SCHOOL DISTRICTS. IN ADDITION, A NEW SERVICE LINE CALLED HEALTHY LIVING WAS DEVELOPED THAT INCLUDES WEIGHT MANAGEMENT PROGRAMS FOR THE COMMUNITY.ST. MARY'S HOSPITAL, MADISON, WI:FREE ASTHMA CLINIC: A FREE CLINIC PROVIDING FREE DIAGNOSTIC AND TREATMENT SERVICES TO ASTHMATICS OPERATES IN A STOREFRONT NEAR A LOW INCOME NEIGHBORHOOD. IN 2010, VOLUNTEER PROVIDERS SAW 870 INDIVIDUALS, AN INCREASE OF 12.4%, AND 93% OF PATIENTS WERE UNINSURED. THE CLINIC PROVIDED THE EQUIVALENT OF $908,744 IN FREE CARE AND MEDICATIONS IN 2010. PATIENT SURVEYS ARE USED TO MONITOR HEALTH IMPROVEMENT, WITH 75% REPORTING THEIR ASTHMA HAS STAYED THE SAME OR IMPROVED AND 67% REPORTING NOT HAVING TO VISIT AN EMERGENCY ROOM OR URGENT CARE FACILITY SINCE THEIR LAST CLINIC VISIT.PARISH NURSE PROGRAM: TO IMPROVE ACCESS AND PROVIDE ASSISTANCE IN IDENTIFYING AND FINDING CARE FOR HEALTH CARE ISSUES, THE PARISH NURSE PROGRAM PLACES REGISTERED NURSES IN SITES AROUND MADISON, MOST OF WHICH ARE CHURCHES. TWO ADDITIONAL PARISHES WERE ADDED IN 2010 AS A RESULT OF ANOTHER HOSPITAL DISCONTINUING ITS PARISH NURSE PROGRAM. EACH YEAR THE PROGRAM REVIEWS HEALTH CARE NEEDS AND SETS GOALS IN SPECIFIC AREAS, E.G., IN 2010, THE PROGRAM ACCOMPLISHED ITS GOAL OF PERFORMING HEALTH EDUCATION PROGRAMS IN 100% OF ITS SITES.CHRONIC DISEASE INITIATIVE: READMISSIONS RESULT IN SIGNIFICANT CHALLENGES FOR PATIENTS, AS WELL AS ADDED COST FOR OUR HEALTH CARE SYSTEM. ST MARY'S HOSPITAL HAS ESTABLISHED A CHRONIC DISEASE INITIATIVE TO REDUCE HOSPITAL READMISSIONS WITHIN 30 DAYS FOR HEART FAILURE RELATED COMPLICATIONS THROUGH A HEART FAILURE PROGRAM WHICH INCLUDES INPATIENT CARE COORDINATION, ROBUST DISCHARGE PLANNING AND POST-DISCHARGE FOLLOW-UP AND COORDINATION. GOLDENCARE: GOLDENCARE IS A FREE PROGRAM OFFERED TO ADULTS AGE 60 AND OLDER. GOLDENCARE IS JOINTLY SPONSORED BY ST CLARE HOSPITAL AND ST. MARY'S HOSPITAL. GOLDENCARE PROVIDES OUR MEMBERS HEALTH PROGRAMS, BLOOD PRESSURE SCREENINGS, EDUCATIONAL PRESENTATIONS AND SOCIAL EVENTS. WE ALSO OFFER AN EMERGENCY RESPONSE TELEPHONE SYSTEM. MEMBERS RECEIVE A VARIETY OF DISCOUNTS; EXAMPLES ARE MEAL DISCOUNTS AT ST. CLARE HOSPITAL AND ST. MARY'S HOSPITAL CAFETERIAS, AND THE HAIR FORCE BEAUTY SALON LOCATED IN ST. CLARE MEADOWS CARE CENTER. MEMBERS RECEIVE THE GOLDENCARE UPDATE, A NEWSLETTER THAT IS PUBLISHED FOUR TIMES PER YEAR. IT CONTAINS A WEALTH OF HEALTHCARE INFORMATION FOR ADULTS AND INCLUDES THE GOLDENCARE CALENDAR OF EVENTS.HANDS ON HEARTS COMMUNITY EDUCATION EVENT: ST MARY'S HOSPITAL, AMERICAN RED CROSS, WISC-TV AND CHANNEL3000.COM PARTNERED TO BRING COMPRESSION-ONLY CPR EDUCATION TO THE MASSES. A TOTAL OF 1,056 PEOPLE WERE TRAINED IN ONE DAY AT 10 LOCATIONS.ST MARY'S ADULT DAY HEALTH CENTER: AS THE ONLY DAY-TIME CARE FACILITY FOR ADULTS NEEDING SKILLED NURSING OVERSIGHT, THE ADULT DAY HEALTH CENTER, PLAYS A MAJOR ROLE IN MAINTAINING THEIR CLIENTS INDEPENDENCE AND HAPPINESS.ADOPT A SCHOOL PROGRAM: ST MARY'S HOSPITAL SUPPORTS LINCOLN ELEMENTARY SCHOOL IN ITS ADOPT-A-SCHOOL PARTNERSHIP THROUGH THE FOUNDATION FOR MADISON SCHOOLS. BECAUSE 70% OF STUDENTS AT THE SOUTH MADISON SCHOOL LIVE IN POVERTY, ST MARY'S HOSPITAL OFFERS HELP THAT IMPROVES THERE CHANCES FOR SUCCESS. ST. MARY'S CARE CENTER, MADISON, WI:MSCR SUMMER CAMP SERVICE LEARNING OPPORTUNITY: TOTAL OF 50 CHILDREN SERVED. THIS WIN/WIN SITUATION ALLOWS BOTH YOUNG PERSONS AND OLDER PERSONS TO APPRECIATE THE OTHER GENERATION. THE YOUTH LEARN ABOUT AGING, ADAPTATION AND THE WISDOM WHICH COMES FROM A LONG LIFE. THE ELDERS ENJOY THE NUANCES OF YOUTH AND APPRECIATE THE TIME SHARED TOGETHER. THIS IS A POSITIVE PROGRAM WHICH HAS BEEN HAPPENING SINCE 2004.VFW BAND REHEARSAL ROOM: SAVING THE VOLUNTEER BAND APPROXIMATELY $300 IN ROOM RENTAL FEES, THE BAND PROVIDES MUSIC ON 12 EVENINGS FREE OF CHARGE.MEALS ON WHEELS: APPROXIMATELY 2,160 MEALS PER YEAR DELIVERED BY 4 DEPARTMENT MANAGERS IN ROTATION PROVIDES THE DINNER ON TUESDAY EVENINGS TO SHUT-IN RESIDENTS ON MADISON'S SOUTHEAST SIDE.DANE COUNTY JOB CENTER-W2 PROGRAM: ST. MARY'S CARE CENTER PROVIDED WORK EXPERIENCE OPPORTUNITIES FOR THOSE ON W2/WELFARE PROGRAM THRU THE DANE COUNTY JOB CENTER. WHEN SMCC SIMULATES THE EMPLOYMENT PROCESS FROM INTERVIEWING THROUGH ACTUAL WORK EXPERIENCE, JOB CENTER PARTICIPANTS GAIN SKILLS AND CONFIDENCE TO BECOME EMPLOYED IN "REAL LIFE" JOB SITUATIONS. IN EXCHANGE FOR THEIR WORK HERE, DANE COUNTY PROVIDES BENEFITS TO THE PARTICIPANTS.SSM HEALTH CARE OF WISCONSIN HOSPITALS FURTHER THEIR EXEMPT PURPOSE WITH THE FOLLOWING ACTIVITIES: - OPERATES AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY, - HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA, - HAS A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY - ENGAGES IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS, - PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS
    SCHEDULE H, PART VI, LINE 6AFFILIATED HEALTH CARE SYSTEMSSM HEALTH CARE OF WISCONSIN (SSMHC/WI) IS A COMPREHENSIVE NOT-FOR-PROFIT CATHOLIC HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO RESIDENTS OF AND VISITORS TO AN 18-COUNTY AREA IN SOUTH-CENTRAL WISCONSIN. SSMHC/WI, WITH HEADQUARTERS IN MADISON, WI, IS SPONSORED BY THE FRANCISCAN SISTERS OF MARY AND IS OWNED AND OPERATED BY SSM HEALTH CARE (SSMHC) BASED IN ST. LOUIS, MISSOURI.SSMHC/WI PROVIDES HEALTH CARE SERVICES AT TWO WHOLLY-OWNED ACUTE CARE HOSPITALS, ST. MARY'S HOSPITAL IN MADISON AND ST. CLARE HOSPITAL IN BARABOO, AS WELL AS AT TWO NURSING HOMES: ST. MARY'S CARE CENTER IN MADISON AND ST. CLARE MEADOWS IN BARABOO. ST. MARY'S JANESVILLE HOSPITAL IN JANESVILLE, WI, IS CURRENTLY UNDER CONSTRUCTION AND WILL OPEN JANUARY 9, 2012.SCHEDULE H, PART VI LINE 7STATE FILING OF COMMUNITY BENEFIT REPORTTHE SSM HEALTH CARE ANNUAL CONSOLIDATED COMMUNITY BENEFIT REPORT IS FILED IN ILLINOIS, MISSOURI, OKLAHOMA, AND WISCONSIN.
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number
43-0688874
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ST MARY'S CARE CENTER FOUNDATION700 S PARK ST
MADISON,WI53715
43-1940686 501(C)(3) 30,000       GENERAL SUPPORT
(2) BETHLEHEM LUTHERAN CHURCHW 8267 HWY 33
PORTAGE,WI53901
39-1045809 501(C)(3) 8,000       GENERAL SUPPORT
(3) ST JOSEPHS CATHOLIC PARISH300 2ND STREET
BARABOO,WI53913
39-0810558 501(C)(3) 8,000       GENERAL SUPPORT
(4) ST MARY'S CONGREGATION300 W COOK ST
PORTAGE,WI53901
39-0824871 501(C)(3) 8,000       GENERAL SUPPORT
(5) ST PAUL'S LUTHERAN CHURCH727 8TH STREET
BARABOO,WI53913
39-1454435 501(C)(3) 8,000       GENERAL SUPPORT
(6) 201 STATE FOUNDATION INC201 STATE STREET
MADISON,WI53703
01-0645482 501(C)(3) 10,000       GENERAL SUPPORT
(7) AMERICAN RED CROSS100 S ROBERTS ST
ST PAUL,MN55107
53-0196605 501(C)(3) 13,844       GENERAL SUPPORT
(8) DEAN FOUNDATION2711 ALLEN BLVD
MIDDLETON,WI53562
39-1546086 501(C)(3) 20,000       GENERAL SUPPORT
(9) FRANCISCAN SISTERS OF MARY1100 BELLEVUE AVENUE
ST LOUIS,MO63117
43-1012492 501(C)(3) 5,000       GENERAL SUPPORT
(10) MADISON COMMUNITY HEALTH CENTER3434 E WASHINGTON AVE
MADISON,WI53704
39-1391134   12,500       GENERAL SUPPORT
(11) MARCH OF DIMES4904 TRIANGLE STREET
MCFARLAND,WI53558
13-1846366 501(C)(3) 14,750       GENERAL SUPPORT
(12) URBAN LEAGUE OF GREATER MADISON INC2222 SOUTH PARK STREET
MADISON,WI53713
39-1098146   9,167       GENERAL SUPPORT
(13) WISCONSIN WOMENS HEALTH FOUNDATION2503 TODD DR
MADISON,WI53713
39-1900678 501(C)(3) 10,000       GENERAL SUPPORT
(14) WISCONSIN CHAMBER ORCHESTRA22 NORTH CARROL STREET
MADISON,WI53701
39-6078526   5,900       GENERAL SUPPORT
(15) MADISON CHILDREN'S MUSEUM100 N HAMILTON ST
MADISON,WI53703
39-1383497   5,000       GENERAL SUPPORT
(16) BOYS AND GIRLS CLUB OF DANE COUNTY INC2001 TAFT ST
MADISON,WI53713
39-1925617   5,000       GENERAL SUPPORT
(17) ST CLARE FOUNDATION477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1940686 501(C)(3) 19,550       GENERAL SUPPORT
(18) COALITION OF MADISON & DANE COUNTYPO BOX 6652
MADISON,WI53716
39-2010839   5,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
12
3
Enter total number of other organizations ................................ . Bullet Image
16
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) SCHOLARSHIPS 15 15,450      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE PROCEDURES USED TO MONITOR THE USE OF GRANT FUNDING VARIES BASED ON THE GRANT RECIPIENT. GRANTS TO RELATED ENTITIES ARE MONITORED DIRECTLY BY THE ORGANIZATION WHEREBY THE RECIPIENT REPORTS ON THE SPECIFIC USE OF THE FUNDING. FOR GRANTS TO UNRELATED ENTITIES, THE ORGANIZATION UTILIZES THE COMMUNITY BENEFIT INVENTORY FOR SOCIAL ACCOUNTABILITY (CBISA) TO TRACK, STORE, AND REPORT A WIDE RANGE OF INFORMATION RELATED TO GRANTS AND OVERALL COMMUNITY IMPACT. GRANTS TO INDIVIDUALS MADE IN THE FORM OF ACADEMIC SCHOLARSHIPS ARE CHOSEN BASED UPON SUCH FACTORS AS FINANCIAL NEED, SCHOLASTIC ACHIEVEMENT, AND AN INTERVIEW PROCESS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) FRANK BYRNE MD (i)
(ii)
0
451,485
0
0
0
81,919
0
122,006
0
34,682
0
690,092
0
0
(2) SANDRA ANDERSON (i)
(ii)
0
280,933
0
0
0
39,163
0
80,864
0
22,657
0
423,617
0
0
(3) KERRY SWANSON (i)
(ii)
0
247,397
0
0
0
19,502
0
40,738
0
26,149
0
333,786
0
0
(4) WILLIAM P THOMPSON (i)
(ii)
0
830,800
0
0
0
357,652
0
585,557
0
19,865
0
1,793,874
0
0
(5) MARY STARMANN-HARRISON (i)
(ii)
0
638,784
0
0
0
141,284
0
226,110
0
33,589
0
1,039,767
0
0
(6) KRIS A ZIMMER (i)
(ii)
0
638,080
0
0
0
85,902
0
154,088
0
26,124
0
904,194
0
0
(7) JUNE L PICKETT (i)
(ii)
0
207,597
0
0
0
13,139
0
163,178
0
16,209
0
400,123
0
0
(8) CHARLES JOHNSON (i)
(ii)
356,356
0
0
0
55,555
0
80,633
0
18,513
0
511,057
0
0
0
(9) JONATHAN ROZENFELD (i)
(ii)
281,802
0
0
0
21,540
0
50,444
0
24,861
0
378,647
0
0
0
(10) JOHN BUTLER (i)
(ii)
330,332
0
0
0
3,897
0
48,609
0
3,758
0
386,596
0
0
0
(11) JOAN E BEGLINGER (i)
(ii)
219,831
0
0
0
10,069
0
109,375
0
16,580
0
355,855
0
0
0
(12) ALICE FACEY (i)
(ii)
167,630
0
0
0
9,655
0
48,302
0
11,849
0
237,436
0
0
0
(13) MARILYN BIROS (i)
(ii)
240,620
0
0
0
37,050
0
70,290
0
18,032
0
365,992
0
0
0
(14) LINDA STATZ (i)
(ii)
225,201
0
0
0
18,371
0
55,522
0
25,094
0
324,188
0
0
0
(15) DAVID NELSON (i)
(ii)
256,675
0
0
0
19,256
0
66,210
0
26,364
0
368,505
0
0
0
(16) RICHARD STOUGHTON (i)
(ii)
231,848
0
0
0
9,155
0
20,678
0
9,118
0
270,799
0
0
0
(17) KANSAS DUBRAY (i)
(ii)
220,428
0
0
0
485
0
13,108
0
25,642
0
259,663
0
0
0
(18) ARLENE TOBIN (i)
(ii)
201,714
0
0
0
2,082
0
55,613
0
2,116
0
261,525
0
0
0
(19) THOMAS PANKRATZ (i)
(ii)
198,739
0
0
0
3,893
0
72,215
0
18,637
0
293,484
0
0
0
(20) WILLIAM SCHOENHARD (i)
(ii)
0
0
0
0
0
282,789
0
112,880
0
17,940
0
413,609
0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL INFORMATION PART III PART I, LINE 1A: THE FOLLOWING INDIVIDUALS LISTED ON PART VII, SECTION A RECEIVED A TAX INDEMNIFICATION/GROSS UP PAYMENT IN 2010. THESE PAYMENTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION. CHARLES JOHNSON JONATHAN ROZENFELD MARILYN BIROS DAVID NELSON PART I, LINE 3: COMPENSATION TO CEO/EXECUTIVE DIRECTOR THE ORGANIZATION'S CEO IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) WRITTEN EMPLOYMENT CONTRACT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4A: SEVERANCE PLAN SSMHC HAS ADOPTED A SEVERANCE POLICY TO PROVIDE A FINANCIAL TRANSITION IN THE EVENT OF INVOLUNTARY TERMINATION WITHOUT CAUSE FOR EXECUTIVE LEVEL POSITIONS. THE AMOUNT OF THE COMPENSATION IS BASED ON THE POSITION HELD AND LENGTH OF SERVICE WITH SSMHC. THE FOLLOWING INDIVIDUAL RECEIVED PAYMENTS UNDER THIS PLAN. WILLIAM SCHOENHARD $277,333 PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS PENSION RESTORATION PLAN: SSM HEALTH CARE (SSMHC) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMHC QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER SSMHC'S QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMHC OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMHC. NO REPORTABLE INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN DURING 2010. CAPITAL ACCUMULATION PLAN: SSMHC PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMHC AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2008 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF TWO PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2010. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. MARY STARMANN HARRISON $44,302 KRIS A ZIMMER 42,738 WILLIAM P THOMPSON 37,749 FRANK BYRNE, MD 31,695 SANDRA ANDERSON 19,017 CHARLES JOHNSON 15,284 DAVID NELSON 10,201 JONATHAN ROZENFELD 10,078 MARILYN BIROS 9,646 JOAN BEGLINGER 8,306 LINDA STATZ 7,652 ALICE FACEY 6,221 JUNE PICKETT 7,123
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Identifier Return Reference Explanation
  FORM 990, PART I, DOING BUSINESS AS: SSM HEALTH CARE OF WISCONSIN, INC. CURRENTLY CONDUCTS BUSINESS UNDER THE FOLLOWING REGISTERED NAMES: GOLDEN CARE LAKE DELTON CLINIC MEADOW LANE ST. CLARE CENTER - JEFFERSON STREET ST. CLARE HOSPITAL AND HEALTH SERVICES, 39-1023846 ST. CLARE MEADOWS CARE CENTER, 39-1023846 ST. CLARE URGENT CARE AT LAKE DELTON ST. CLARE URGENT CARE AT WISCONSIN DELLS ST. MARY'S CARE CENTER, 39-0806393 ST. MARY'S HOSPITAL, 39-0806393 ST. MARY'S HOSPITAL MEDICAL CENTER ST. MARY'S JANESVILLE HOSPITAL
  FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SSM HEALTH CARE OF WISCONSIN OPERATES THREE HEALTH CENTERS, ONE OF WHICH IS CURRENTLY UNDER CONSTRUCTION, LOCATED IN MADISON, BARABOO AND JANESVILLE WISCONSIN. IN ADDITION, SSM HEALTH CARE OF WISCONSIN OPERATES TWO SKILLED NURSING FACILITIES.
DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A THE COMMUNITY BENEFIT CONTRIBUTION OF SSM HEALTH CARE OF WISCONSIN, INC. INCLUDES PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO HEALTH CARE AND IMPROVE HEALTH IN OUR COMMUNITIES. BRIEFLY DESCRIBE THE CORPORATION'S MISSION: SINCE IT WAS FOUNDED IN 1872 BY CATHOLIC SISTERS, SSM HEALTH CARE (SSMHC) HAS EXISTED TO MEET THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. SPONSORED BY THE FRANCISCAN SISTERS OF MARY AND HEADQUARTERED IN ST. LOUIS, MO, SSMHC OPERATES 16 HOSPITALS, TWO NURSING HOMES AND HOME HEALTH AGENCIES IN FOUR STATES. THE HEALTH SYSTEM EMPLOYS APPROXIMATELY 22,000 PEOPLE AND IS AFFILIATED WITH MORE THAN 5,000 PHYSICIANS. IN THE TRADITION OF ITS FOUNDING SISTERS, SSMHC STRIVES TO FULFILL ITS MISSION BY PROVIDING EXCEPTIONAL HEALTH CARE TO EVERYONE WHO COMES TO ITS HOSPITALS, REGARDLESS OF THEIR ABILITY TO PAY. DESCRIBE THE ORGANIZATION'S APPROACH TO PROVIDING COMMUNITY BENEFIT: ST. MARY'S HOSPITAL, MADISON, WI: ST. MARY'S HAS DONE PRIMARY RESEARCH AND COLLECTED AND ANALYZED DATA FROM SECONDARY RESEARCH TO IDENTIFY HEALTH NEEDS. PRIMARY RESEARCH HAS INCLUDED FOCUS GROUPS ON COMMUNITY BENEFIT, INCLUDING IN-DEPTH STUDY INTO THE NEEDS OF MINORITY POPULATIONS, EXTENSIVE PERSONAL INTERVIEWS WITH COMMUNITY MEMBERS REPRESENTING DIVERSE DEMOGRAPHICS, AND INCLUSION OF COMMUNITY HEALTH ISSUES IN AN ONGOING CONSUMER ATTITUDES TRACKING STUDY. SECONDARY SOURCES HAVE INCLUDED HEALTH ASSESSMENTS FROM THE UNITED WAY, THE COUNTY HEALTH RANKINGS REPORT FROM THE POPULATION HEALTH INSTITUTE, AND THE WISCONSIN BEHAVIORAL RISK FACTOR SURVEY. WE HAVE REVIEWED SURVEY DATA FROM THE DANE COUNTY YOUTH SURVEY AND A NATIONAL HEALTH SURVEY CONDUCTED BY OUR CRM (CUSTOMER RELATIONSHIP MANAGEMENT) PROVIDER. WE ALSO UTILIZE THE COMMUNITY HEALTH INDEX THROUGH THOMSON HEALTHCARE AND THE GOALS AND PRIORITIES ESTABLISHED BY HEALTHIEST WISCONSIN 2020 (STATE HEALTH DEPARTMENT). ADDITIONAL DATA COMES FROM THE HOSPITAL'S OWN CASE MIX INDEX AND HOSPITAL READMISSIONS REPORTS. IN 2010, WE ARE UTILIZING THESE SAME SOURCES, AND HAVE INVOLVED OUR HEALTHY COMMUNITIES' TEAM FOLLOWING A MORE FORMAL PROCESS TO DEVELOP A NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN. THIS INCLUDES A REVIEW OF CURRENT PROGRAMMING, ANALYSIS OF OUTCOMES, IDENTIFICATION OF POSSIBLE COLLABORATIONS AND DEVELOPMENT OF NEW PROGRAMMING TO ADDRESS UNMET NEEDS, ESPECIALLY IN THE AREA OF CHRONIC DISEASE PREVENTION. ST. CLARE HOSPITAL, BARABOO, WI. ST. CLARE HOSPITAL SEEKS TO PARTNER WITH THE COMMUNITY TO MEET LOCAL HEALTH CARE NEEDS. EACH YEAR, MARKET RESEARCH IS CONDUCTED IN ORDER TO COMPILE AN ENVIRONMENTAL ASSESSMENT. THIS ASSESSMENT, WHICH INCLUDES A COMMUNITY HEALTH NEEDS COMPONENT, IS PART OF THE HOSPITAL'S STRATEGIC AND FINANCIAL PLANNING PROCESS. ST. MARY'S CARE CENTER, MADISON, WI. ST. MARY'S CARE CENTER STRIVES TO BE MORE THAN A BUILDING IN WHICH TO HOUSE OLDER RESIDENTS. THE GOAL OF ST. MARY'S CARE CENTER'S COMMUNITY BENEFIT ACTIVITIES IS TO CREATE OPPORTUNITIES FOR THE RESIDENTS AND COMMUNITY TO INTERACT. THE CARE CENTER HOPES TO INCREASE COMMUNITY UNDERSTANDING OF THE CARE CENTER'S MISSION AND ACTIVITIES AND AT THE SAME TIME ENHANCE THE RESIDENTS' LIFE EXPERIENCES BY CONTINUING TO KEEP THEM INVOLVED WITH THE BROADER COMMUNITY. ADDITIONALLY, THE CARE CENTER STRIVES TO ENHANCE THE WORK EXPERIENCE OF ITS STAFF AND TO IMPROVE THE OVERALL EDUCATIONAL ENVIRONMENT OF THOSE WHO COULD SEEK POSITIONS AT THE CARE CENTER IN THE FUTURE. THE CARE CENTER WILL ALSO BE INVOLVED WITH THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS COORDINATED BY ST. MARY'S HOSPITAL AND EXPLORING WAYS THE CARE CENTER CAN HELP TO MEET IDENTIFIED NEEDS IN THE COMMUNITY. DESCRIBE THE CORPORATION'S FINANCIAL ASSISTANCE POLICIES OR PROGRAMS (E.G. CHARITY CASE, DISCOUNTING) FOR LOW-INCOME PERSONS AND HOW THEY ARE COMMUNICATED TO THE PUBLIC. ALL SSMHC FACILITIES WILL ENTITY'S CHARITY POLICIES WILL ALSO BE PROVIDED TO PUBLIC AGENCIES. ALL SSMHC FACILITIES WILL STRIVE TO PROVIDE EXCEPTIONAL HEALTH CARE SERVICES TO ALL PERSONS IN NEED REGARDLESS OF THEIR ABILITY TO PAY. ALL BILLING AND COLLECTION POLICIES AND PRACTICES WILL REFLECT THE MISSION AND VALUES OF SSMHC, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE. SSMHC FACILITIES OFFER DISCOUNTS FOR HOSPITAL SERVICES TO ALL UNINSURED PERSONS. SELF-PAY DISCOUNTS APPLY TO EVERYONE WHO DOES NOT HAVE HEALTH INSURANCE, NO MATTER THEIR ABILITY TO PAY. SSMHC WILL APPLY ITS CHARITY CARE POLICIES FAIRLY AND CONSISTENTLY. EACH PERSON WILL BE TREATED AS AN INDIVIDUAL WITH SPECIFIC NEEDS FOR ASSISTANCE WITHOUT REGARD TO PAYMENT. SSMHC EMBRACES ITS RESPONSIBILITY TO SERVE THE COMMUNITIES IN WHICH WE PARTICIPATE BY ESTABLISHING SOUND BUSINESS PRACTICES. CHARITY CARE IS PROVIDED TO PATIENTS BASED ON A SLIDING SCALE FOR HOUSEHOLD INCOMES UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL. PATIENTS WHOSE HOUSEHOLD INCOME IS NO MORE THAN TWO TIMES THE FEDERAL POVERTY LEVEL ARE ELIGIBLE FOR FREE HOSPITAL SERVICES. IN ADDITION, AN EXCEPTION TO THE SLIDING SCALE IS PROVIDED FOR A PATIENT'S BALANCE DUE IF THE AMOUNT IS TOO LARGE TO BE REASONABLY PAID THROUGH AN INSTALLMENT PLAN OVER FOUR YEARS GIVEN THE FAMILY INCOME AND EXPENSES. EACH ENTITY PROVIDING MEDICAL SERVICES SHALL PROVIDE INFORMATION TO THE PUBLIC REGARDING ITS CHARITY CARE POLICIES AND THE QUALIFICATION REQUIREMENTS FOR EACH OF ITS FACILITIES. WHEN STANDARD SYSTEM NOTICES AND COMMUNICATIONS REGARDING CHARITY CARE ARE AVAILABLE, THESE MUST BE USED. MODIFICATIONS TO THE STANDARD MAY BE MADE TO COMPLY WITH STATE AND LOCAL LAWS, AS WELL AS REFLECT CULTURALLY SENSITIVE TERMINOLOGY FOR THE POLICY. ALL NOTICES WILL BE EASY TO UNDERSTAND BY THE GENERAL PUBLIC, CULTURALLY APPROPRIATE AND AVAILABLE IN THOSE LANGUAGES THAT ARE PREVALENT IN THE COMMUNITY. THEY WILL PROVIDE INFORMATION ABOUT: - THE PATIENT'S RESPONSIBILITY FOR PAYMENT; - THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND ENTITY CHARITY CARE AND PAYMENT ARRANGEMENTS; - THE ENTITY'S CHARITY POLICY AND APPLICATION PROCESS: AND - WHOM TO CONTACT TO GET ADDITIONAL INFORMATION OR FINANCIAL COUNSELING. THE FOLLOWING TYPES OF NOTICES TO THE PUBLIC SHALL BE PROVIDED: - SIGNS IN THE EMERGENCY DEPARTMENT, OUTPATIENT AND INPATIENT REGISTRATION AND PUBLIC WAITING AREAS. - BROCHURES OR FLIERS PROVIDED AT TIME OF REGISTRATION AND AVAILABLE IN THE FINANCIAL COUNSELING AREAS. - NOTICES SENT WITH OR ON PATIENT BILLS OR COMMUNICATIONS SENT TO PATIENTS AND GUARANTORS RELATED TO MEDICAL SERVICES. - APPLICATIONS PROVIDED TO UNINSURED PATIENTS AT THE TIME OF REGISTRATION. THE APPLICATION FOR CHARITY CARE, TOGETHER WITH ANY INSTRUCTIONS, MUST CLEARLY STATE THE POLICIES REGARDING CHARITY CARE, INCLUDING EXCLUDED SERVICES, ELIGIBILITY CRITERIA AND DOCUMENTATION REQUIREMENTS. INFORMATION ABOUT THE ENTITY'S CHARITY POLICIES WILL ALSO BE PROVIDED TO PUBLIC AGENCIES. ORGANIZATIONAL DESCRIPTION FOR TAX EXEMPTION: SSM HEALTH CARE OF WISCONSIN HOSPITALS: - OPERATE EMERGENCY ROOMS THAT ARE OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY; - HAVE AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA; - HAVE A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY; - ENGAGE IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS; - PARTICIPATE IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS.
    DESCRIPTION OF COMMUNITY BENEFIT PROGRAMS: ST. CLARE HOSPITAL, BARABOO, WI: ST. CLARE HOSPITAL IS A MAJOR SPONSOR OF FARM SAFETY DAYS, WHICH TEACHES CHILDREN AND YOUNG ADULTS HOW TO BE SAFE ON THE FARM. SINCE 2000, THE HOSPITAL HAS ALSO PARTNERED WITH THE ST. CLARE FOUNDATION IN THE DEVELOPMENT OF HEALTHY COMMUNITIES PROGRAMS AND HAS SPONSORED OTHER ORGANIZATIONS' ACTIVITIES AS A WAY TO GIVE BACK TO THE COMMUNITY. THE ST. CLARE HEALTH CARE FOUNDATION, THROUGH ITS PATHWAYS TO WELLNESS INITIATIVE, HAS DEVELOPED AND SPONSORED HEALTH AND WELLNESS PROGRAMS AND ACTIVITIES AS A WAY TO GIVE BACK TO THE COMMUNITY. IN 2010, THE FOUNDATION 1) CO-SPONSORED THE ST. CLARE 5K WALK/RUN, 2) CO-SPONSORED THE BARABOO BIKES & WALKS TO SCHOOL WEEK, CO-SPONSORED THE FESTIVAL OF LOVE & LIGHT, AN EVENING OF HONORING AND REMEMBERING LOVED ONES AT THE HOLIDAYS, 3) ASSISTED QUALIFYING PATIENTS AT THE ST. CLARE HOSPICE HOUSE WITH THEIR ROOM AND BOARD FEES, AND 4) PRESENTED "EATING FROM THE RAINBOW", A PROGRAM ABOUT EATING A RAINBOW OF FRUITS AND VEGETABLES AND GETTING ADEQUATE PHYSICAL ACTIVITY, TO THIRD GRADE STUDENTS IN THE BARABOO AND WISCONSIN DELLS SCHOOL DISTRICTS. IN ADDITION, A NEW SERVICE LINE CALLED HEALTHY LIVING WAS DEVELOPED THAT INCLUDES WEIGHT MANAGEMENT PROGRAMS FOR THE COMMUNITY. ST. MARY'S HOSPITAL, MADISON, WI: FREE ASTHMA CLINIC: A FREE CLINIC PROVIDING FREE DIAGNOSTIC AND TREATMENT SERVICES TO ASTHMATICS OPERATES IN A STOREFRONT NEAR A LOW INCOME NEIGHBORHOOD. IN 2010, VOLUNTEER PROVIDERS SAW 870 INDIVIDUALS, AN INCREASE OF 12.4%, AND, 93% OF PATIENTS WERE UNINSURED. THE CLINIC PROVIDED THE EQUIVALENT OF $908,744 IN FREE CARE AND MEDICATIONS IN 2010. PATIENT SURVEYS ARE USED TO MONITOR HEALTH IMPROVEMENT, WITH 75% REPORTING THEIR ASTHMA HAS STAYED THE SAME OR IMPROVED AND 67% REPORTING NOT HAVING TO VISIT AN EMERGENCY ROOM OR URGENT CARE FACILITY SINCE THEIR LAST CLINIC VISIT. PARISH NURSE PROGRAM: TO IMPROVE ACCESS AND PROVIDE ASSISTANCE IN IDENTIFYING AND FINDING CARE FOR HEALTH CARE ISSUES, THE PARISH NURSE PROGRAM PLACES REGISTERED NURSES IN SITES AROUND MADISON, MOST OF WHICH ARE CHURCHES. TWO ADDITIONAL PARISHES WERE ADDED IN 2010 AS A RESULT OF ANOTHER HOSPITAL DISCONTINUING ITS PARISH NURSE PROGRAM. EACH YEAR THE PROGRAM REVIEWS HEALTH CARE NEEDS AND SETS GOALS IN SPECIFIC AREAS, E.G., IN 2010, THE PROGRAM ACCOMPLISHED ITS GOAL OF PERFORMING HEALTH EDUCATION PROGRAMS IN 100% OF ITS SITES. CHRONIC DISEASE INITIATIVE: READMISSIONS RESULT IN SIGNIFICANT CHALLENGES FOR PATIENTS, AS WELL AS ADDED COST FOR OUR HEALTH CARE SYSTEM. ST MARY'S HOSPITAL HAS ESTABLISHED A CHRONIC DISEASE INITIATIVE TO REDUCE HOSPITAL READMISSIONS WITHIN 30 DAYS FOR HEART FAILURE RELATED COMPLICATIONS THROUGH A HEART FAILURE PROGRAM WHICH INCLUDES INPATIENT CARE COORDINATION, ROBUST DISCHARGE PLANNING AND POST-DISCHARGE FOLLOW-UP AND COORDINATION. GOLDENCARE: GOLDENCARE IS A FREE PROGRAM OFFERED TO ADULTS AGE 60 AND OLDER. GOLDENCARE IS JOINTLY SPONSORED BY ST CLARE HOSPITAL AND ST. MARY'S HOSPITAL. GOLDENCARE PROVIDES OUR MEMBERS HEALTH PROGRAMS, BLOOD PRESSURE SCREENINGS, EDUCATIONAL PRESENTATIONS AND SOCIAL EVENTS. WE ALSO OFFER AN EMERGENCY RESPONSE TELEPHONE SYSTEM. MEMBERS RECEIVE A VARIETY OF DISCOUNTS; EXAMPLES ARE, MEAL DISCOUNTS AT ST. CLARE HOSPITAL AND ST. MARY'S HOSPITAL CAFETERIAS, AND THE HAIR FORCE BEAUTY SALON LOCATED IN ST. CLARE MEADOWS CARE CENTER. MEMBERS RECEIVE THE GOLDENCARE UPDATE, A NEWSLETTER THAT IS PUBLISHED FOUR TIMES PER YEAR. IT CONTAINS A WEALTH OF HEALTHCARE INFORMATION FOR ADULTS AND INCLUDES THE GOLDENCARE CALENDAR OF EVENTS. HANDS ON HEARTS COMMUNITY EDUCATION EVENT: ST MARY'S HOSPITAL, AMERICAN RED CROSS, WISC-TV AND CHANNEL3000.COM PARTNERED TO BRING COMPRESSION-ONLY CPR EDUCATION TO THE MASSES. A TOTAL OF 1,056 PEOPLE WERE TRAINED IN ONE DAY AT 10 LOCATIONS. ST MARY'S ADULT DAY HEALTH CENTER: AS THE ONLY DAY-TIME CARE FACILITY FOR ADULTS NEEDING SKILLED NURSING OVERSIGHT, THE ADULT DAY HEALTH CENTER, PLAYS A MAJOR ROLE IN MAINTAINING THEIR CLIENT'S INDEPENDENCE AND HAPPINESS. ADOPT A SCHOOL PROGRAM: ST MARY'S HOSPITAL SUPPORTS LINCOLN ELEMENTARY SCHOOL IN ITS ADOPT-A-SCHOOL PARTNERSHIP THROUGH THE FOUNDATION FOR MADISON SCHOOLS. BECAUSE 70% OF STUDENTS AT THE SOUTH MADISON SCHOOL LIVE IN POVERTY, ST MARY'S HOSPITAL OFFERS HELP THAT IMPROVES THERE CHANCES FOR SUCCESS. ST. MARY'S CARE CENTER, MADISON, WI: MSCR SUMMER CAMP SERVICE LEARNING OPPORTUNITY: TOTAL OF 50 CHILDREN SERVED. THIS WIN/WIN SITUATION ALLOWS BOTH YOUNG PERSONS AND OLDER PERSONS TO APPRECIATE THE OTHER GENERATION. THE YOUTH LEARN ABOUT AGING, ADAPTATION AND THE WISDOM WHICH COMES FROM A LONG LIFE. THE ELDERS ENJOY THE NUANCES OF YOUTH AND APPRECIATE THE TIME SHARED TOGETHER. THIS IS A POSITIVE PROGRAM WHICH HAS BEEN HAPPENING SINCE 2004. VFW BAND REHEARSAL ROOM: SAVING THE VOLUNTEER BAND APPROXIMATELY $300 IN ROOM RENTAL FEES, THE BAND PROVIDES MUSIC ON 12 EVENINGS FREE OF CHARGE. MEALS ON WHEELS: APPROXIMATELY 2,160 MEALS PER YEAR DELIVERED BY 4 DEPARTMENT MANAGERS IN ROTATION PROVIDES THE DINNER ON TUESDAY EVENINGS TO SHUT-IN RESIDENTS ON MADISON'S SOUTHEAST SIDE. DANE COUNTY JOB CENTER-W2 PROGRAM: ST. MARY'S CARE CENTER PROVIDED WORK EXPERIENCE OPPORTUNITIES FOR THOSE ON W2/WELFARE PROGRAM THRU THE DANE COUNTY JOB CENTER. WHEN SMCC SIMULATES THE EMPLOYMENT PROCESS FROM INTERVIEWING THROUGH ACTUAL WORK EXPERIENCE, JOB CENTER PARTICIPANTS GAIN SKILLS AND CONFIDENCE TO BECOME EMPLOYED IN "REAL LIFE" JOB SITUATIONS. IN EXCHANGE FOR THEIR WORK HERE, DANE COUNTY PROVIDES BENEFITS TO THE PARTICIPANTS. 4. LINK TO ADDITIONAL COMMUNITY BENEFIT INFORMATION ADDITIONAL INFORMATION REGARDING SSMHC'S 2010 COMMUNITY BENEFIT REPORT CAN BE FOUND AT WWW.SSMHC.COM. QUANTIFIABLE COMMUNITY BENEFIT THE FOLLOWING IS A LIST OF THE TYPES OF PROGRAMS AND SERVICES THAT COULD BE INCLUDED AS COMMUNITY BENEFIT ACTIVITIES. TRADITIONAL CHARITY CARE $ 14,977,239 UNPAID COST OF MEDICAID $ 25,543,426 UNPAID COST OF MEDICARE $ 7,092,000 COST OF BAD DEBTS $ 4,407,935 COMMUNITY BENEFIT PROGRAMS $ 11,973,038 TOTAL QUANTIFIABLE COMMUNITY BENEFIT $ 63,993,638
FORM 990, PART VI, SECTION A, LINE 6   THE SOLE CORPORATE MEMBER OF THE CORPORATION IS SSM HEALTH CARE CORPORATION. SSM HEALTH CARE CORPORATION IS A NONPROFIT 501(C)(3) ORGANIZATION. BOTH SSM HEALTH CARE OF WISCONSIN, INC. AND SSM HEALTH CARE CORPORATION ARE PART OF THE INTEGRATED HEALTH CARE SYSTEM KNOWN AS SSM HEALTH CARE.
FORM 990, PART VI, SECTION A, LINE 7A   THE MEMBER HAS THE POWER TO APPOINT ADDITIONAL, SUCCESSOR OR REPLACEMENT MEMBER AND TO APPOINT AND REMOVE THE APPOINTED DIRECTORS AND THE EX OFFICIO DIRECTORS
FORM 990, PART VI, SECTION A, LINE 7B   THE MEMBER HAS THE FOLLOWING POWERS: A. TO ESTABLISH AND CHANGE THE MISSION, PHILOSOPHY AND VALUES OF THE CORPORATION B. TO APPOINT ADDITIONAL, SUCCESSOR OR REPLACEMENT MEMBERS C. TO APPOINT AND REMOVE THE APPOINTED DIRECTORS AND THE EX OFFICIO DIRECTORS D. TO APPOINT AND REMOVE THE PRESIDENT OF THE CORPORATION AND THE CHIEF EXECUTIVE OFFICER OF ANY OPERATING DIVISION OF THE CORPORATION E. TO APPROVE THE AMENDMENTS TO THE CERTIFICATE OF INCORPORATION OF THE CORPORATION AS PROVIDED THEREIN F. TO APPROVE AMENDMENTS TO THE BYLAWS OF THE CORPORATION G. TO APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION H. TO APPROVE THE FORMATION OF A CONTROLLED SUBSIDIARY OR A REMOTELY CONTROLLED SUBSIDIARY I. TO APPROVE THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION J. TO APPROVE THE ACQUISITION OR DISPOSITION BY THE CORPORATION OF ANOTHER LEGAL ENTITY OR AN INTEREST IN ANOTHER LEGAL ENTITY K. TO AUTHORIZE OR APPROVE THE ACQUISITION OR DISPOSITION BY THE CORPORATION OF REAL PROPERTY OR ANY INTEREST IN REAL PROPERTY L. TO ESTABLISH CENTRALIZED EMPLOYEE BENEFIT, INSURANCE, INVESTMENT, FINANCING, CORPORATE RESPONSIBILITY, PERFORMANCE ASSESSMENT AND IMPROVEMENT AND OTHER OPERATIONAL AND SUPPORT PROGRAMS, TO REQUIRE THE PARTICIPATION OF THE CORPORATION IN SUCH PROGRAMS, AND TO AUTHORIZE THE OPENING AND CLOSING OF BANK ACCOUNTS AND INVESTMENT ACCOUNTS IN THE NAME OF THE CORPORATION IN CONNECTION WITH SUCH PROGRAMS M. TO APPROVE THE STRATEGIC, FINANCIAL AND HUMAN RESOURCES PLAN OF THE CORPORATION N. TO APPOINT THE AUDITOR AND CORPORATE COUNSEL FOR THE CORPORATION O. TO AUTHORIZE AND APPROVE BORROWING MONEY AND ENTERING INTO FINANCIAL GUARANTIES BY THE CORPORATION, INCLUDING ACTIONS RELATING TO THE FORMATION, JOINING, OPERATION, WITHDRAWAL FROM AND TERMINATION OF A CREDIT GROUP OR AN OBLIGATED GROUP AND THE GRANTING OF SECURITY INTERESTS IN THE PROPERTY OF THE CORPORATION P. TO REQUIRE THE CORPORATION TO TRANSFER ASSETS, INCLUDING BUT NOT LIMITED TO CASH, TO THE MEMBER OF THE MEMBER OR TO ANY ENTITY EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, WHICH IS CONTROLLED BY THE MEMBER OF THE MEMBER, TO THE EXTENT NECESSARY TO ACCOMPLISH THE MISSION, GOALS AND OBJECTIVES OF THE MEMBER OF THE MEMBER AS DETERMINED BY THE MEMBER OF THE MEMBER Q. TO APPROVE THE TRANSFER OF ASSETS BY THE CORPORATION TO ANY ENTITY OTHER THAN THE MEMBER OF THE MEMBER, OTHER THAN TRANSFERS MADE IN THE ORDINARY COURSE OF OPERATIONS OF THE CORPORATION WHICH WILL NOT REQUIRE MEMBER APPROVAL; AND R. TO DETERMINE THE EXTENT TO WHICH AND THE MANNER IN WHICH THE POWERS DESCRIBED IN THIS SECTION WHICH ARE RESERVED TO THE MEMBER WITH RESPECT TO THE CORPORATION ARE TO BE INCLUDED IN THE GOVERNING DOCUMENTS OF ANY CONTROLLED SUBSIDIARY, REMOTELY CONTROLLED SUBSIDIARY OR NON-CONTROLLED SUBSIDIARY AND EXERCISED WITH RESPECT TO ANY CONTROLLED SUBSIDIARY, ANY REMOTELY CONTROLLED SUBSIDIARY OR ANY NON-CONTROLLED SUBSIDIARY.
FORM 990, PART VI, SECTION B, LINE 11   ACCOUNTING/FINANCE PERSONNEL AT EACH SSMHC (SSM HEALTH CARE SYSTEM) ENTITY, IN CONJUNCTION WITH CORPORATE FINANCE PERSONNEL, PREPARE A CHECKLIST CONTAINING INFORMATION AND SUPPORTING SCHEDULES THAT ARE USED TO PREPARE THE FORM 990. THIS CHECKLIST IS THEN REVIEWED BY A SUPERVISOR/MANAGER AND SENT TO THE CORPORATE OFFICE FOR FINAL REVIEW AND COORDINATION OF THE SYSTEM LEVEL FORM 990 INFORMATION. THE INFORMATION IS SUBMITTED TO AN OUTSIDE TAX CONSULTING FIRM WHO PREPARES AND SIGNS THE FORM 990 FROM THE SSMHC INFORMATION. PRIOR TO FINALIZING THE RETURN, A DRAFT IS SENT TO PERSONNEL AT SSMHC FOR REVIEW AND APPROVAL. UPON SSMHC APPROVAL, THE OUTSIDE PREPARER FORWARDS THE COMPLETED FORM 990 FOR THE APPROPRIATE SIGNATURES AND FILING ACTION. A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE BOARD AT ITS NEXT SCHEDULED BOARD MEETING.
  FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE PRESIDENT AND SECRETARY TO THE BOARD OVERSEE COMPLIANCE WITH THIS REQUIREMENT. ALL BOARD MEMBERS WITH AN IDENTIFIED CONFLICT OF INTEREST ABSTAIN FROM BOARD DISCUSSIONS AND VOTES WHEN APPLICABLE. EMPLOYEES WITH PURCHASING AUTHORITY AND/OR ABILITY TO INFLUENCE PURCHASING DECISIONS ARE ASSIGNED THE CONFLICT OF INTEREST DISCLOSURE COURSE (COI) WHICH MUST BE COMPLETED ON LINE. PERIODICALLY THROUGH THE YEAR, THE ENTITY'S CORPORATE RESPONSIBILITY CONTACT PERSON (WITH THE HELP OF THE ENTITY'S LEARNING MANAGEMENT SYSTEM COORDINATOR) SENDS DEPARTMENT MANAGERS A LIST OF EMPLOYEES WHO HAVE NOT YET COMPLETED THEIR COI SO THEY CAN REMIND THE EMPLOYEES AND ENSURE THE EMPLOYEES HAVE TIME IN THEIR SCHEDULE TO COMPLETE THE REQUIRED COURSE. RESOLUTION OF ANY CONFLICTS THAT ARE DISCLOSED MUST BE DOCUMENTED AND KEPT ON FILE AT THE ENTITY. SUPERVISORS VERIFY REQUIRED COURSE COMPLETION PRIOR TO YEAR END.
  FORM 990, PART VI, SECTION B, LINE 15 ALL SSMHC EXECUTIVE SALARY/COMPENSATION INFORMATION IS BASED ON COMPARATIVE DATA WITH SIMILAR POSITIONS IN THE MARKET. THE COMPENSATION REVIEW PROCESS IS PERFORMED BY EXTERNAL INDEPENDENT COMPENSATION CONSULTANTS. THE SAME COMPARATIVE PROCESS IS PERFORMED INTERNALLY FOR EMPLOYEES. THE SALARY DATA AND POTENTIAL ADJUSTMENTS FOR THE CEO OF THE SYSTEM, THE PRESIDENT/COO AND THE SENIOR VICE PRESIDENTS ARE PRESENTED TO THE SSMHC BOARD OF DIRECTORS BY THE SAME INDEPENDENT COMPENSATION CONSULTANTS TO APPROVE, DISAPPROVE, MODIFY.
  FORM 990, PART VI, SECTION C, LINE 19 THE YEAR-END AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND UNAUDITED QUARTERLY CONSOLIDATED FINANCIAL STATEMENT FOR THE SSM HEALTH CARE SYSTEM ARE MADE AVAILABLE TO THE PUBLIC ON SSM HEALTH CARE'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE MISSOURI SECRETARY OF STATE'S WEBSITE. COPIES OF THE FORM 990 AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
AVG HOURS DEVOTED TO RELATED ORG(S) WHEN RELATED COMP IS REPORTED: FORM 990, PART VII: ALL INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION ARE EMPLOYED AND COMPENSATED BY THE ORGANIZATION OR BY A RELATED ORGANIZATION. IN ADDITION, ALL COMPENSATED REPORTABLE INDIVIDUALS LISTED ON FORM 990, PART VII WORK A MINIMUM OF 40 HOURS PER WEEK FOR SSMHC RELATED ORGANIZATIONS.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 8,897,433. BENEFICIAL INTEREST IN FOUNDATION 4,526,397. FUND BALANCE TRANSFERS WITH RELATED PARTY -6,881,270. TOTAL TO FORM 990, PART XI, LINE 5: 6,542,560.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
SSM HEALTH CARE OF WISCONSIN INC
 
Employer identification number

43-0688874
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) SSM HEALTH CARE CORPORATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
46-6029223
HEALTH CARE MO 501(C)(3) LINE 11A, I FRANCISCAN SISTERS OF MARY
 
 
No
(2) SSM EMPLOYEE HEALTH CARE FUND

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1328934
BENEFIT PLANS MO 501(C)(9)   SSM HEALTH CARE CORPORATION
 
 
No
(3) SSMHCS LIABILITY TRUST I

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-6331003
INSURANCE MO 501(C)(3) LINE 11A, I SSM HEALTH CARE CORPORATION
 
 
No
(4) SSM CONSOLIDATED HEALTH SERVICES

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1473657
HEALTH CARE MO 501(C)(3) LINE 11A, I SSM HEALTH CARE CORPORATION
 
 
No
(5) SSM POLICY INSTITUTE

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1788151
HEALTH CARE MO 501(C)(4)   SSM HEALTH CARE CORPORATION
 
 
No
(6) SSM PORTFOLIO MANAGEMENT CO

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1825256
MANAGEMENT MO 501(C)(3) LINE 11A, I SSM HEALTH CARE CORPORATION
 
 
No
(7) SSM HEALTH CARE ST LOUIS

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1343281
HEALTH CARE MO 501(C)(3) LINE 3 SSM HEALTH CARE CORPORATION
 
 
No
(8) SSM CARDINAL GLENNON CHILDREN'S HOSPITAL

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-0738490
HEALTH CARE MO 501(C)(3) LINE 3 SSM HEALTH CARE ST LOUIS
 
 
No
(9) GLENNON HOSPITAL GUILD

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1030299
FUNDRAISING MO 501(C)(3) LINE 9 SSM CARDINAL GLENNON HOSPITAL
 
 
No
(10) CARDINAL GLENNON CHILDREN'S FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1754347
FUNDRAISING MO 501(C)(3) LINE 7 SSM CARDINAL GLENNON HOSPITAL
 
 
No
(11) SSM DEPAUL HEALTH CENTER FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1776109
FUNDRAISING MO 501(C)(3) LINE 7 SSM HEALTH CARE ST LOUIS
 
 
No
(12) SSM ST JOSEPH FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1591556
FUNDRAISING MO 501(C)(3) LINE 7 SSM HEALTH CARE ST LOUIS
 
 
No
(13) ST CLARE HEALTH CENTER FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1273310
FUNDRAISING MO 501(C)(3) LINE 7 SSM HEALTH CARE ST LOUIS
 
 
No
(14) SSM ST MARY'S HEALTH CENTER FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1552945
FUNDRAISING OK 501(C)(3) LINE 7 SSM HEALTH CARE ST LOUIS
 
 
No
(15) SSM HEALTH CARE OF OKLAHOMA INC

477 N LINDBERGH BLVD

ST LOUIS,MO63141
73-0657693
HEALTH CARE OK 501(C)(3) LINE 3 SSM HEALTH CARE CORPORATION
 
 
No
(16) ST ANTHONY HOSPITAL FOUNDATION INC

477 N LINDBERGH BLVD

ST LOUIS,MO63141
73-6104300
FUNDRAISING WI 501(C)(3) LINE 7 SSM HEALTH CARE OF OKLAHOMA
 
 
No
(17) DELLS MEDICAL BUILDING INC

477 N LINDBERGH BLVD

ST LOUIS,MO63141
39-1613292
MOB WI 501(C)(2)   SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(18) ST MARY'S FOUNDATION INC

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1940686
FUNDRAISING WI 501(C)(3) LINE 7 SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(19) ST CLARE HEALTH CARE FOUNDATION INC

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1940683
FUNDRAISING WI 501(C)(3) LINE 7 SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(20) HOME HEALTH UNITED INC

4639 HAMMERSLEY ROAD

MADISON,WI53713
39-1539827
HEALTH CARE WI 501(C)(3) LINE 9 SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(21) HOME CARE UNITED INC

4639 HAMMERSLEY ROAD

MADISON,WI53713
39-1776340
HEALTH CARE WI 501(C)(3) LINE 9 SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(22) HHU XTRA CARE INC

4639 HAMMERSLEY ROAD

MADISON,WI53713
39-1705111
HEALTH CARE WI 501(C)(3) LINE 9 SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(23) SSM REGIONAL HEALTH SERVICES

477 N LINDBERGH BLVD

ST LOUIS,MO63141
44-0579850
HEALTH CARE MO 501(C)(3) LINE 3 SSM HEALTH CARE CORPORATION
 
 
No
(24) ST FRANCIS HOSPITAL FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1099253
FUNDRAISING MO 501(C)(3) LINE 7 SSM REGIONAL HEALTH SERVICES
 
 
No
(25) ST MARY'S HEALTH CENTER FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1575307
FUNDRAISING MO 501(C)(3) LINE 11B, II SSM REGIONAL HEALTH SERVICES
 
 
No
(26) GOOD SAMARITAN REGIONAL HEALTH CENTER

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-0653587
HEALTH CARE IL 501(C)(3) LINE 3 SSM REGIONAL HEALTH SERVICES
 
 
No
(27) ST MARY'S HOSPITAL

477 N LINDBERGH BLVD

ST LOUIS,MO63141
37-0662580
HEALTH CARE IL 501(C)(3) LINE 3 SSM REGIONAL HEALTH SERVICES
 
 
No
(28) ST MARY'S - GOOD SAMARITAN INC

477 N LINDBERGH BLVD

ST LOUIS,MO63141
36-4170833
HEALTH CARE IL 501(C)(3) LINE 11A, I SSM REGIONAL HEALTH SERVICES
 
 
No
(29) GOOD SAMARITAN REGIONAL HEALTH CENTER FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
26-2884795
FUNDRAISING IL 501(C)(3) LINE 7 ST MARY'S - GOOD SAMARITAN
 
 
No
(30) ST MARY'S HOSPITAL FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
36-4636691
FUNDRAISING IL 501(C)(3) LINE 7 ST MARY'S - GOOD SAMARITAN
 
 
No
(31) SSM HEALTH BUSINESSES

477 N LINDBERGH BLVD

ST LOUIS,MO63141
43-1333488
HEALTH CARE MO 501(C)(3) LINE 3 SSM HEALTH CARE CORPORATION
 
 
No
(32) SSM HOSPICE & HOME CARE FOUNDATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
30-0012246
FUNDRAISING MO 501(C)(3) LINE 7 SSM HEALTH BUSINESSES
 
 
No
(33) CENTRALIA MEDICAL SERVICES BLDG ASSOC

477 N LINDBERGH

ST LOUIS,MO63141
23-7408025
HEALTH CARE IL 501(C)(3) LINE 11B, II SSM REGIONAL HEALTH SERVICES
 
 
No
(34) ST MARY'S JANESVILLE FOUNDATION INC

2901 LANDMARK PL STE 300

MADISON,WI53713
27-3439133
FUNDRAISING WI 501(C)(3) LINE 7 SSM HEALTH CARE OF WISCONSIN
 
Yes
 
(35) FRANCISCAN SISTERS OF MARY

1100 BELLEVUE AVE

ST LOUIS,MO63117
43-1012492
RELIGIOUS ORGANIZATION MO 501(C)(3) LINE 1 N/A
 
No
(36) LEE DEWEY CORPORATION

477 N LINDBERGH BLVD

ST LOUIS,MO63141
73-1279603
MOB OK 501(C)(3) LINE 11A, I SSM HEALTH CARE OF OKLAHOMA
 
 
No
(37) HEALTH CARE FOR KIDS

4055 LINDELL BLVD

ST LOUIS,MO63108
43-1620093
HEALTH CARE MO 501(C)(3) LINE 3 SSM CARDINAL GLENNON CHILDREN'S HOSPITAL
 
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) SSM SJ ENDOSCOPY

477 N LINDBERGH BLVD
ST LOUIS,MO63141
27-0046559
SURGERY SERVICES MO N/A
                 
(2) SSMCDI IMAGING

5775 WAYZATA BOULEVARD SUITE 400
ST LOUIS PARK,MN55416
26-3791858
IMAGING SERVICES MO N/A
                 
(3) SSM SELECT REHAB

4716 OLD GETTYSBURG ROAD
MECHANICSBURG,PA17055
26-3694972
HEALTH CARE MO N/A
                 
(4) SA MT AMB SRUG

110 N LEE
OKLAHOMA CITY,OK73103
73-1528341
SURGERY SERVICES OK N/A
                 
(5) ST ANTHONY HOSPITAL CARDIOVASCULAR SERVICES

477 N LINDBERGH BLVD
ST LOUIS,MO63141
76-0825755
HEALTH CARE OK N/A
                 
(6) B&J MB OFF BUILD

1000 N LEE
OKLAHOMA CITY,OK73103
73-1533449
MOB OK N/A
                 
(7) B&J MANAGEMENT

1000 N LEE STREET
OKLAHOMA CITY,OK73102
36-4645813
MANAGEMENT OK N/A
                 
(8) WIITTS LLC

2901 LANDMARK PLACE SUITE 300
MADISON,WI53713
39-2016715
MED. INF. SYSTEMS WI N/A
RELATED -7,518,514 4,967,688   No     No 50.000 %
(9) SHARED IMAGING SERVICES

915 17TH STREET
PRAIRIE DU SAC,WI53578
39-1971378
DIAG. SERVICES WI N/A
RELATED 672,429 1,557,243   No     No 50.000 %
(10) ST CLARE IMAGING SERVICES

707 14TH STREET SUITE A
BARABOO,WI53913
20-0122365
DIAG. SERVICES WI N/A
RELATED 480,471 673,098   No     No 50.000 %
(11) MEADOW RIDGE

1402 PANKRATZ STREET SUITE 110
MADISON,WI53704
39-1991403
ASST. LIVING WI N/A
RELATED 37,591 357,692   No     No 25.000 %
(12) DEAN HEALTH HOLD

1277 DEMING WAY
MADISON,WI53717
26-1594709
IT SERVICES WI N/A
RELATED -23,337,584 28,426,471   No     No 47.370 %
(13) MV RAD THERAPY

477 N LINDBERGH BLVD
ST LOUIS,MO63141
20-1382620
RADIATION THERAPY IL N/A
                 
(14) SLEEPNEURO SO IL

477 N LINDBERGH BLVD
ST LOUIS,MO63141
20-8468195
DIAG. SERVICES IL N/A
                 
(15) SMHC SURG CO-MGMT

100 ST MARYS MEDICAL PLAZA
JEFFERSON CITY,MO65101
20-8929305
MANAGEMENT MO N/A
                 
(16) SMHC CARD CO-MGMT

100 ST MARYS MEDICAL PLAZA
JEFFERSON CITY,MO65101
20-8929381
MANAGEMENT MO N/A
                 
(17) SMHC MUSC CO-MGMT

100 ST MARYS MEDICAL PLAZA
JEFFERSON CITY,MO65101
20-8929237
MANAGEMENT MO N/A
                 
(18) CHOWSMGSI

605 N 12TH STREET
MOUNT VERNON,IL62864
37-1383861
MOB MO N/A
                 
(19) COMP CANCER CARE

477 N LINDBERGH BLVD
ST LOUIS,MO63141
20-1382727
MOB IL N/A
                 
(20) 1110 N CLASSEN BLVD LLC

110 N CLASSEN
OKLAHOMA CITY,OK73106
73-1158158
MOB OK N/A
                 
(21) M&C REALTY

1603 WENTZVILLE PARKWAY STE 121
WENTZVILLE,MO63385
62-1851447
MOB MO N/A
                 
(22) SURG CNTR MW CITY

8121 NATIONAL AVE SUITE 108
MIDWEST CITY,OK73110
23-2697171
SURGERY SERVICES OK N/A
                 
(23) SSM WELLBRIDGE

6140 GREENWOOD PLAZA BLVD
GREENWOOD VILLAGE,CO80111
43-1794814
FITNESS CENTER MO N/A
                 
(24) MIA OF ST CHARLES

132 NORTH KANSAS ST ROOM 212
EDWARDSVILLE,IL62025
42-2125740
DIAG. SERVICES MO N/A
                 
(25) MEADOW RIDGE MEMORY

1402 PANKRATZ ST SUITE 110
MADISON,WI53704
20-3163929
HEALTH CARE WI N/A
                 
(26) SSM BER-EK IMAGING

477 N LINDBERGH BLVD
ST LOUIS,MO63141
20-5039552
IMAGING SERVICES MO N/A
                 
(27) HPI-OKC LLC

14024 QUAIL POINTE DRIVE
OKLAHOMA CITY,OK73134
20-5144487
HEALTH CARE OK N/A
                 
(28) VASCULAR INSTITUTE DP

12266 DEPAUL DR SUITE 315
BRIDGETON,MO63044
20-5511708
VASCULAR CLINIC MO N/A
                 
(29) SSM SC SURG CNTR

15305 DALLAS PKWY STE 1600
ADDISON,TX75001
26-1439695
SURGERY SERVICES MO N/A
                 
(30) ST ANTHONY CARDIO SERVICES INSTITUTE

477 N LINDBERGH BLVD
ST LOUIS,MO63141
26-0646402
MANAGEMENT OK N/A
                 
(31) SSM RX EXPRESS LLC

727 N BALLAS RD
ST LOUIS,MO63141
43-1465174
PHARMACY MO N/A
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership


(1) SSM MANAGED CARE ORGANIZATION LLC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1708511
HEALTH PROMOTION MO N/A
C      
(2) FPP INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1465174
HEALTH CARE MO N/A
C      
(3) DIVERSIFIED HEALTH SERVICES CORP
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1369305
MEDICAL EQUIPMENT MO N/A
C      
(4) SSM CARDIO AND THORACIC SERVICES INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
26-0286559
HEALTH CARE MO N/A
C      
(5) SSM PROPERTIES INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1462486
PROPERTY SERVICES MO N/A
C      
(6) SSM DEPAUL MEDICAL GROUP INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1715106
HEALTH CARE MO N/A
C      
(7) SSM ST CHARLES CLINIC MED GROUP INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-0626408
PHYSICIAN OFFICES MO N/A
C      
(8) HEALTH FIRST PHYS MANAGEMENT
477 N LINDBERGH BLVD
ST LOUIS,MO63141
73-1534336
MEDICAL SERVICES MO N/A
C      
(9) SSMHCS LIABILITY TRUST II
477 N LINDBERGH BLVD
ST LOUIS,MO63141
81-6128118
INSURANCE MO N/A
C      
(10) SSM NEUROSCIENCES INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
26-3413981
HEALTH CARE MO N/A
C      
(11) SSM MEDICAL GROUP INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1664107
PHYSICIAN OFFICES MO N/A
C      
(12) SSMHC INSURANCE COMPANY
477 N LINDBERGH BLVD
ST LOUIS,MO63141
03-0310431
INSURANCE CA N/A
C      
(13) SSM ORTHOPEDIC INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
27-1557033
HEALTH CARE MO N/A
C      
(14) SSM CANCER CARE INC
477 N LINDBERGH BLVD
ST LOUIS,MO63141
27-1557324
HEALTH CARE MO N/A
C      
(15) SSM ST JOSEPH SURGERY CENTER
477 N LINDBERGH BLVD
ST LOUIS,MO63141
43-1822767
HEALTH CARE MO N/A
C      
(16) ST MARY'S DEAN VENTURES INC
1808 WEST BELTLINE HIGHWAY
MADISON,WI53713
39-1628491
HEALTH CARE WI N/A
C      
(17) SHARED MRI FACILITY INC
1104 JOHN NOLEN DRIVE
MADISON,WI53713
39-1534744
HEALTH CARE WI N/A
C      
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SSM EMPLOYEE HEALTH CARE FUND

Q 36,906,530 COST OF SERVICES
(2) ST MARY'S FOUNDATION INC

C 1,266,752 CASH
(3) ST CLARE HEALTH CARE FOUNDATION

C 147,475 CASH
(4) DELLS MEDICAL BUILDING INC

D 482,158 CASH
(5) DELLS MEDICAL BUILDING INC

A 37,244 CASH
(6) DELLS MEDICAL BUILDING INC

A 114,230 CASH
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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