Form990
Click to see list of attachments
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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
9200 W WISCONSIN AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53226
D Employer identification number

39-6105970
E Telephone number

G Gross receipts $ 1,165,038,574
F Name and address of principal officer:
Jacobson Catherine A
9200 W WISCONSIN AVENUE
Milwaukee,WI53226
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.froedtert.com
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1980
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Froedtert Memorial Lutheran Hospital, in partnership with the Medical College of Wisconsin, advances the health of the communities we serve through exceptional medical care enhanced by innovation and discovery and teaches the next generation of health care professionals.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
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 2013 (Part V, line 2a) ...... 5 5,851
6 Total number of volunteers (estimate if necessary) ............. 6 300
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,672 4,633,295
9 Program service revenue (Part VIII, line 2g) ......... 1,019,664,395 1,114,456,327
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 32,992,713 2,354,680
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 47,074,010 43,354,664
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,099,741,790 1,164,798,966
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 284,156,309 292,797,317
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 698,190,918 779,614,281
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 982,347,227 1,072,411,598
19 Revenue less expenses. Subtract line 18 from line 12....... 117,394,563 92,387,368
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,772,944,673 750,311,379
21 Total liabilities (Part X, line 26)............. 766,934,937 96,728,587
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,006,009,736 653,582,792
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: Froedtert Memorial Lutheran Hospital, in partnership with the Medical College of Wisconsin, advances the health of the communities we serve through exceptional medical care enhanced by innovation and discovery and teaches the next generation of health care professionals.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 412,195,666 including grants of $   ) (Revenue $ 538,157,071 )
Outpatient Services:Froedtert Hospital had 736,450 outpatient visits in the twelve months ended June 30, 2014. Froedtert Hospital offers a wide variety of outpatient clinical services including but not limited to the following:- Anticoagulation- Audiology- Brain injury and stroke therapy- Breast Care- Cardiothoracic surgery- Cardiovascular medicine- Cancer care- Dermatology- Diabetes- Diagnostic radiology- Electrophysiology- Emergency medicine- Endocrinology / Metabolism- Eye institute- Family medicine- Gastroenterology- General internal medicine- General surgery- Geriatric / Gerontology- Hematology / Oncology- Hand therapy- Hypertension- Infectious diseases- Infusion- Internal medicine- Interventional radiology- Mammography- Maternal fetal care- Minimally invasive surgery- Neurology- Neurosurgery- Nuclear medicine- Nutritional counseling- Obstetrics / Gynecology- Occupational health- Ophthalmology- Oral Maxillofacial surgery- Orthopedic surgery- Otolaryngology- Pancreatobiliary / Endocrine surgery- Physical medicine / Rehabilitation- Plastic / Reconstructive surgery- Preventive / Occupational medicine- Psychiatry- Pulmonary / Critical Care medicine- Radiology- Radiation oncology- Rehabilitation services- Reproductive medicine- Rheumatology- Sickle Cell Disease- Skin Cancer Center- Sleep lab- Speech/communications disorders- Spine care- Spinal Cord Injury program- Sports medicine- Surgical oncology- Transplant - bone marrow- Transplant - solid organ- Transplant surgery- Trauma / Critical Care surgery- Urology- Vascular surgery- Wound healing
4b (Code:   ) (Expenses $ 405,984,609 including grants of $   ) (Revenue $ 511,424,786 )
Inpatient: Froedtert Memorial Lutheran Hospital (Froedtert Hospital), together with the Medical College of Wisconsin, form the only academic medical center in eastern Wisconsin and one of only 120 nationwide. Staffed by faculty of the Medical College, Froedtert Hospital serves as a regional referral center for advanced medical care in 37 specialties and sub-specialties, and operates eastern Wisconsin's only adult Level I Trauma Center. It is a major training and research facility with more than 1,000 medical, nursing and health technical students in training and participates in over 2,000 active clinical trials each year. Froedtert Hospital is approved for 655 beds of which 500 are staffed with 25,216 patient admissions and 140,194 patient days of care related to medical, surgical, intensive care, obstetrics, rehabilitation and other specialty care for the twelve months ended June 30, 2014.Most of the services provided by Froedtert Hospital are tertiary or quaternary care services and include the following:Neurosciences Center. The Center at Froedtert Hospital is a world-class resource for individuals with complex neurological disorders. Combining specialty expertise, state-of-the-science technology and consistent research leadership, the center provides comprehensive services for movement disorders, stroke, brain injury, spine care, and epilepsy. We offer the only dedicated Neuro-Intensive Care Unit in Wisconsin, staffed by full time fellowship-trained neuro-intensivists, an eICU, and a 6 bed long-term monitoring unit for patients with epilepsy. STROKE: Froedtert Hospital was the first in the state to receive certification as a Primary Stroke Center and was the first program in the region to be awarded Advanced Certification for Comprehensive Stroke Centers by the Joint Commission. We consistently exceed national standards of care for stroke established by the Joint Commission and the University Health System consortium and consistently achieve the highest level of recognition from the American Stroke Association on an annual basis. As a regional leader, we offer the most comprehensive and advanced care by the 24 hour a day Acute Stroke Team.SPINECARE: Our SpineCare program offers multi-disciplinary, operative and non-operative care for patients with spinal trauma, degenerative diseases of the spine, spinal tumors, and back pain. We have a team of back and neck experts working together in each location. The team is made up of some of the area's leading neurological and orthopaedic surgeons. Our staff includes well-regarded physical medicine and rehabilitation specialist, neurologists, chiropractic physicians, pain psychologist, spine--trained nurse practitioners and physician assistants as well as outstanding physical and occupational therapists.EPILEPSY: The Comprehensive Epilepsy Program is one of only a few programs in the country providing comprehensive, individualized care for people with Epilepsy. We are proud to be one of 4 programs in the country certified by the Joint Commission as a Center of Excellence for Epilepsy. It is a Level 4 Epilepsy Center, the highest ranking by the National Association of Epilepsy Centers. It serves as a regional or nation referral facility and offers: -Complete evaluation for epilepsy-More complex forms of intensive neurodiagnostic monitoring-More extensive medical, neuropsychological and psychosocial treatment-Broad range of surgical procedures, including intracranial electrodes and responsive neuromodulationPARKINSONS: Patients with Parkinson's disease or movement disorders receive comprehensive care through the Parkinson's and Movement Disorders Program. For the most complex to the most common movement disorders, our knowledgeable and experienced team offers the full range of leading-edge diagnostic and treatment choices, many found only at an academic medical center. We're one of the longest-standing providers in the area offering patients unique advantages such as:-Board-certified physicians who are specialist in Parkinson's disease and movement disorders- Innovative technology & treatment options. We are the only program in the region to offer deep brain stimulation (DBS)- Individualized, coordinated care with active involvement of the patient and family members in treatment planning- Dedication to enhancing the quality of lifeAMYOTROPHIC LATERAL SCLEROSIS (ALS): Patients with ALS receive care with the Neuromuscular Program. Although there is no cure for ALS, the program provides state-of-the-science diagnostic services and access to advanced drug therapies that may slow the progress of the disease's symptoms. The ALS Clinic is one of 26 clinics to be officially certified by the ALS Association in the United States.OTHER: Neurologists specialize in the diagnosis and treatment of peripheral nerve and muscle disorders, dementia, neuro-opthalmologic conditions, and demyelinating disorders. It offers multidisciplinary programs in Brain Injury, Spinal Cord Injury, and Neuro-oncology. The NeuroRehab program is an integral part of all Neurosciences programs. In addition to the core programs noted above, the Neurosciences Center also provides care for Alzheimer's, Autonomic Disorders, Headache, MS, Neuromuscular Disorders, Neuropyschology patients.Cancer Center. The Clinical Cancer Center offers comprehensive care for all types of cancer through 13 disease-specific, multidisciplinary cancer programs; support services ranging from laboratory and imaging to psychosocial and pastoral care; and research facilities and international cancer registries. Unique offerings in cancer center care include:- A Day Hospital which is open 365 days per year for outpatient chemotherapy infusion and supportive care- Outpatient Bone Marrow Transplant (BMT)- Whole genome sequencing- Patient centered care model with advanced intake and coordination mechanisms- Renowned experts with specialty expertise- Academic medical center with wide range of clinical trials- Advanced technology- Single location for all cancer treatment needs- ACOS accreditation with Commendation and Outstanding Achievement Award, ACR, FACT, NAPBC accreditation.Froedtert had 4,050 cancer registry cases in FY2014.Other Achievements:- 2013-14 US News & World Report ranked Froedtert Hospital in the "Best Hospitals" list in 12 specialty areas.- 2013-14 Consumer Choice Award for 9th straight year for most preferred hospital in southeastern Wisconsin by Nation Research Corporations. - 2013 Gold Well Workplace national award from the Wellness Councils of American in recognition of the systems commitment to the health & well being of its staff members.
4c (Code:   ) (Expenses $ 80,504,070 including grants of $   ) (Revenue $ 37,639,788 )
Medical Education: Froedtert Hospital is the major teaching affiliate of The Medical College of Wisconsin. The affiliation agreement between The Medical College and Froedtert Hospital provides for joint programs in health care education, health-related research, and health services. The Medical College places approximately 332 full-time equivalent residents at Froedtert Hospital.Substantially all patient encounters at Froedtert Hospital are teaching related, and Froedtert Hospital provides extensive support for The Medical College's residency programs. Froedtert Hospital is utilized in The Medical College's residency programs in anesthesiology, dermatology, diagnostic radiology, endocrinology/metabolism, general surgery, internal medicine, nephrology, neurological surgery, neurology, oral and maxillofacial surgery, otolaryngology, pathology, plastic and reconstructive surgery, pulmonary medicine, transplant surgery, urology and emergency medicine, allergy and immunology, cardiology, geriatrics, gastroenterology, hematology/oncology, infectious disease, nuclear medicine, obstetrics and gynecology, ophthalmology, orthopedic surgery, physical medicine and rehabilitation, psychiatry, radiation oncology, thoracic surgery, trauma surgery, and vascular surgery. Froedtert Hospital supports continuing medical education. All of the medical services provide continuing medical education for the staff, residents, and students. Scientific conferences are held on a weekly basis for most services. The Medical College faculty members, who comprise the majority of the Medical Staff of Froedtert Hospital, frequently serve as directors of continuing medical education programs for other hospitals within the State of Wisconsin and the surrounding region.In addition to the affiliation with The Medical College, Froedtert Hospital maintains educational affiliations with a number of other institutions, including Alverno College, Cardinal Stritch University, Carroll College, Marian University, Marquette University, Milwaukee Area Technical College, Milwaukee School of Engineering, Mount Mary College, University of Wisconsin System (UW Milwaukee and UW Oshkosh), and Waukesha County Technical College.
4d Other program services (Describe in Schedule O.)
(Expenses $ 27,680,550 including grants of $   ) (Revenue $ 66,572,983 )
4e Total program service expensesMediumBullet926,364,895
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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 I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 IClick 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 for escrow or custodial account liability; 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 IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
 
No
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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII Click to see attachment.................
12a
Yes
 
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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions)....
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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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........ Click to see attachment
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................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
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 .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
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........................... Click to see attachment
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...................... Click to see attachment
32
Yes
 
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
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
 
No
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
 
No
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
297
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
5,851
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
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
No
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, securities account, or other financial 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 as charitable contributions?...
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
0
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
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
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
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
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
 
No
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
No
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
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
Yes
 
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletDavid DirksmeyerN74 W12501 Leatherwood CtMenomonee FallsWI53051 (414) 777-0960
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Barrientos Norman........................................................................
Director
 1.00
.......................1.00 		X           0 0 0
(2) Bechtel Kathleen........................................................................
Dir/VP Pat Care
 40.00
.......................0.00 		X           347,706 0 57,435
(3) Bechthold Kurt D........................................................................
Director
 1.00
.......................1.00 		X           0 0 0
(4) Biblo Lee A MD........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(5) Cannon Mary C........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(6) Fulkerson Jay........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(7) Jacobson Catherine A........................................................................
Dir/FH Pres/CEO
 1.00
.......................49.00 		X           0 1,165,252 232,857
(8) Lipchik Dr Randolph........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(9) Mason Michelle........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(10) Purtell Dennis J........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(11) Sevenich Jenni........................................................................
Director
 1.00
.......................0.00 		X           0 0 0
(12) Buck Catherine J........................................................................
Dir/President
 50.00
.......................1.00 		X   X       704,481 0 137,807
(13) Larson David N........................................................................
Dir/Chair
 1.00
.......................1.00 		X   X       0 0 0
(14) Prince Joan M PhD........................................................................
Dir/Vice Chair
 1.00
.......................0.00 		X   X       0 0 0
(15) Hawig Scott........................................................................
FH CFO
 1.00
.......................49.00 		    X       0 711,280 113,726
(16) Van De Kreeke Jeffrey........................................................................
Treasurer
 1.00
.......................46.00 		    X       0 405,455 71,772
(17) Anderes Michael........................................................................
VP-Clin&Supp Svc
 40.00
.......................0.00 		        X   234,360 0 55,028
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Colpaert Gary J........................................................................
VP-Clin&Supp Svc
 40.00
.......................0.00 		        X   227,549 0 57,276
(19) Duszynski Susan........................................................................
CRNA Anesthesia
 40.00
.......................0.00 		        X   232,222 0 26,216
(20) Fischer Lynn E........................................................................
VP-Service Lines
 40.00
.......................0.00 		        X   317,057 0 49,678
(21) Leevan Yakira........................................................................
CRNA-Anesthesia
 40.00
.......................0.00 		        X   318,599 0 38,261


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,381,974 2,281,987 840,056
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet247
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
 
No
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
United Dynacare9200 W Wisconsin AveMilwaukeeWI53226 Lab Services 42,487,853
Medical College of WI8701 Watertown Plank RoadMilwaukeeWI53226 Physician staffing 61,391,127
James Construction1015 Carriage CtPalmyraWI53156 Construction Svcs 1,280,396
Hospital Billing & Collection Services118 Lukens DriveNew CastleDE19720 Collection services 4,013,898
Standard Parking Corporation900 N Michigan Ave Ste 1020ChicagoIL60611 Parking services 463,020
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet8
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 1,710,295
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		2,923,000
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 4,633,295
Program Service RevenueAmt Business Code
2a Hospital Inpatient 900099 511,424,786 511,424,786    
b Hospital Outpatient 900099 538,157,071 538,157,071    
c Medical Education 611600 37,639,788 37,639,788    
d Trauma 900099 27,234,682 27,234,682    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,114,456,327
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,462,305 2,302,746   159,559
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   131,983
b Less: cost or other basis and sales expenses   239,608
c Gain or (loss)   -107,625
d Net gain or (loss)..........MediumBullet -107,625     -107,625
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 0    
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 0      
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 0      
Miscellaneous Revenue Business Code
11a Corporate Allocated Reven 561000 11,110,818 11,110,818    
b Other Department Revenue 561499 11,476,865 11,476,865    
c Sublease Revenue 561499 11,239,439 11,239,439    
d All other revenue .... 9,527,542 3,208,433   6,319,109
e Total. Add lines 11a–11d ...... MediumBullet 43,354,664
12 Total revenue. See Instructions......MediumBullet 1,164,798,966 1,153,794,628   6,371,043
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
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 United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,247,429   1,247,429  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 244,389,956 235,855,675 8,534,281  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 27,570,612 26,472,702 1,097,910  
10 Payroll taxes ........... 19,589,320 18,809,239 780,081  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 265,529   265,529  
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 124,868,863 112,229,291 12,639,572  
12 Advertising and promotion .... 48,668 46,787 1,881  
13 Office expenses ....... 5,810,204 3,492,987 2,317,217  
14 Information technology ...... 399,807 379,263 20,544  
15 Royalties .. 0      
16 Occupancy ........... 25,053,881 21,453,431 3,600,450  
17 Travel ............ 75,221 61,752 13,469  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 839,597 705,019 134,578  
20 Interest ........... 12,566,329 10,760,443 1,805,886  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 39,708,318 34,001,904 5,706,414  
23 Insurance .............. 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Medical Supplies 237,095,148 236,945,252 149,896  
b Corporate Allocations 192,680,012 85,570,724 107,109,288  
c Medical Education 80,504,069 80,504,069    
d Affiliate Support-Comm Phys 31,298,688 31,298,688    
e All other expenses 28,399,947 27,777,669 622,278  
25 Total functional expenses. Add lines 1 through 24e 1,072,411,598 926,364,895 146,046,703 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 16,100 1 17,350
2 Savings and temporary cash investments ......... 44,523,075 2 16,639,996
3 Pledges and grants receivable, net ...........   3 0
4 Accounts receivable, net ............. 141,152,691 4 131,270,725
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net ............. 15,000,000 7 15,000,000
8 Inventories for sale or use .............. 14,648,963 8 14,677,779
9 Prepaid expenses and deferred charges .......... 5,701,689 9 3,264,550
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 853,451,583
b Less: accumulated depreciation ..... 10b 419,978,512 356,350,205 10c 433,473,071
11 Investments—publicly traded securities .......... 926,349,429 11 84,364,286
12 Investments—other securities. See Part IV, line 11 .....   12 0
13 Investments—program-related. See Part IV, line 11 .....   13 0
14 Intangible assets ...............   14 0
15 Other assets. See Part IV, line 11 ........... 269,202,521 15 51,603,622
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,772,944,673 16 750,311,379
Liabilities 17 Accounts payable and accrued expenses ......... 77,441,603 17 59,958,220
18 Grants payable .................   18  
19 Deferred revenue ................ 1,645,821 19 1,117,224
20 Tax-exempt bond liabilities ............. 412,893,583 20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other 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 .... 879,277 24 632,783
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 274,074,653 25 35,020,360
26 Total liabilities. Add lines 17 through 25......... 766,934,937 26 96,728,587
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 983,886,771 27 628,958,375
28 Temporarily restricted net assets ........... 21,756,715 28 24,258,167
29 Permanently restricted net assets ........... 366,250 29 366,250
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 1,006,009,736 33 653,582,792
34 Total liabilities and net assets/fund balances ........ 1,772,944,673 34 750,311,379
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,164,798,966
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,072,411,598
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
92,387,368
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,006,009,736
5
Net unrealized gains (losses) on investments ...............
5
-210,441
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-444,603,871
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
653,582,792
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
 
No
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
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000170
Software Version: 2013v4.0
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
  		Employer identification number

39-6105970
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
  		Employer identification number

39-6105970
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
  		Employer identification number

39-6105970
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2013)

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 8,498,711 7,588,611 8,356,002 6,990,605 6,098,390
b Contributions ........ 1,621,971 1,773,000 503,594 1,560,048 704,331
c Net investment earnings, gains, and losses 785,813 596,052 40,083 683,375 482,007
d Grants or scholarships ..... 360,702 287,531 266,918 221,427 246,545
e Other expenditures for facilities
and programs ........ 		144,472 114,112 87,926 618,708 37,602
f Administrative expenses .... 10,586 4,048 956,224 37,891 9,976
g End of year balance ...... 10,281,053 8,498,711 7,588,611 8,356,002 6,990,605
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet96.000 %
b
Permanent endowment SchDMd Bullet4.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   2,313 2,313
b Buildings ................   348,695,783 129,369,824 219,325,959
c Leasehold improvements ............   98,579,461 39,942,915 58,636,546
d Equipment ................   287,502,064 201,062,425 86,439,639
e Other .................   118,671,962 49,603,348 69,068,614
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 433,473,071
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Collateral held for securities loaned  
(2) Due from Affiliates 18,456,758
(3) Due from Employee 1,776
(4) Executive Deferred Comp  
(5) FH Executive Reitirement 457f  
(6) Pension Receivable 6,377,671
(7) Senior Management Deferred Compensation  
(8) Swap Collateral  

Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 51,603,622
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
3rd Party Estimated Settlements 9,952,386
Due to Affiliates 15,118,275
Pension Liability Base -167,290
Pension Liability URMS 6,193,497
Post Retirement Medical 3,923,492




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 35,020,360
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,149,082,000
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 XIII.) ............ 2d 2,047
e Add lines 2a through 2d ..................... 2e 2,047
3 Subtract line 2e from line 1..................... 3 1,149,079,953
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 XIII.) ........... 4b 15,719,013
c Add lines 4a and 4b....................... 4c 15,719,013
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,164,798,966
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,060,405,000
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 XIII.) ............ 2d 2,120
e Add lines 2a through 2d...................... 2e 2,120
3 Subtract line 2e from line 1..................... 3 1,060,402,880
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 XIII.) ............ 4b 12,008,718
c Add lines 4a and 4b....................... 4c 12,008,718
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,072,411,598
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: Intended uses of the endowment fund. The funds are held by Froedtert Hospital Foundation, Inc.(FHF), a related organization. FHF maintains several types of endowment funds. The board designated/quasi-endowment funds were created to support the financial needs of various departments and programs in Froedtert Memorial Lutheran Hospital, Inc. For permanently restricted endowment funds, the intent of the funds depends on the restriction that applies to that particular endowment, as prescribed by the donor. Depending on the particular endowment, the intended uses include fellowships, research, and educational resources for the community.
Part X : FIN48 Footnote Froedtert Health, Inc. applies ASC No. 740, Income Taxes (formerly FIN 48), which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. ASC No. 740 prescribes a more-likely than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC No. 740, tax positions are evaluated for recognition, derecognition, and measurement using consistent criteria and provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2014 and 2013, Froedtert Memorial Lutheran Hospital does not have an asset or liability recorded for unrecognized tax positions.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 $0 Rounding $2047
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Corporate Allocated Revenue (507999) $11110818 $0 Settlement $897900 Capital Contributions $2000000 Contribution FHF $1710295
Part XII, Line 2d: Other expenses and losses per audited F/S Rounding $2120
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Corporate allocated revenue $11110818 Settlement $897900
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0




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.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) .. 		    15,904,625   15,904,625 1.480 %
b Medicaid (from Worksheet 3,
column a) .... 		    160,397,169 104,620,818 55,776,351 5.200 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    176,301,794 104,620,818 71,680,976 6.680 %
Other Benefits
 37 28,313 2,622,329   2,622,329 0.240 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		6 2,041 72,214,838   72,214,838 6.730 %
g Subsidized health services
(from Worksheet 6) .. 		           
h Research (from Worksheet 7) 1 300 3,493,990   3,493,990 0.330 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		6 6,602 1,466,846   1,466,846 0.140 %
j Total. Other Benefits .. 50 37,256 79,798,003   79,798,003 7.440 %
k Total. Add lines 7d and 7j . 50 37,256 256,099,797 104,620,818 151,478,979 14.120 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building 2 6,350 94,360   94,360 0.010 %
7 Community health improvement advocacy            
8 Workforce development 3 126 130,891   130,891 0.010 %
9 Other            
10 Total 5 6,476 225,251   225,251 0.020 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
55,450,000
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
299,068,496
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
345,451,887
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-46,383,391
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 Froedtert Memorial Lutheran Ho
9200 W Wisconsin Avenue
Milwaukee,WI53226 		X X   X   X X      
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Froedtert Memorial Lutheran Ho
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b   No
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.0000%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 400.0000%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
Part V, Line 3 - Account Input from Person Who Represent the Community Froedtert & the Medical College of Wisconsin is a member of the Milwaukee Health Care Partnership www.mkehcp.org, a public private consortium dedicated to improving care for underserved populations in Milwaukee County. Through the Partnership, Milwaukees five health systems and the Milwaukee Health Department aligned resources to complete a shared Community Health Needs Assessment (CHNA) in 2013. Supported by additional analysis from the Center for Urban Population Health, this community-wide CHNA includes findings from a community health survey of over 1,900 adults, significant key informant interviews and a secondary source data analysis. Key informants in Milwaukee County were identified by the Milwaukee Health Care Partnership in collaboration with the City of Milwaukee Health Department. The interviews were conducted by Partnership members and graduate students supervised by the City of Milwaukee Health Department. The interviewers used a standard interview script (schedule) that included the following elements: Ranking of up to five public health issues, based on the focus areas presented in Wisconsins State Health Plan, that are the most important issues for the County.All informants were made aware that participation was voluntary and that responses would be shared with the Center for Urban Population Health for analysis and reporting. The top issues were identified primarily through key informant rankings in combination with summaries of priority issues identified in the focus groups. Additionally, qualitative analysis of responses focused on relationships between issues, with emerging themes used to inform the final rankings. Lastly, representatives from each health system and the City of Milwaukee Health Department (all of whom had conducted interviews or supervised interviewers) participated in an analytical session to critique and validate findings. Forty-one individual key informant interviews were conducted in Milwaukee County. Of note, ten public health officers participated in the interviews as key informants. In addition, five group interviews were also conducted using the same interview schedule.Key Informant Interview organizations:AIDS Resource Center of WisconsinBlack Health Coalition of WisconsinChildrens Health Alliance of WisconsinChildrens Hospital of WisconsinCity of Milwaukee Health DepartmentColumbia St. MarysCommunity AdvocatesCORE/El CentroCudahy Health DepartmentFranklin Health DepartmentGreater Milwaukee FoundationGreendale Health DepartmentGreenfield Health DepartmentHales Corners Health DepartmentHelen Bader FoundationLatino Health CoalitionLindsay Heights Health AllianceMedical College of Wisconsin Institute for Health and SocietyMedical Society of Milwaukee CountyMilwaukee Common CouncilMilwaukee County Department of Health & Human Services Milwaukee Health Care PartnershipMilwaukee Oral Health Task ForceNorth Shore Health DepartmentOak Creek Health DepartmentSouth Milwaukee Health DepartmentSt. Francis Health DepartmentThe Faye McBeath FoundationUNCOM (United Neighborhood Centers of Milwaukee)United Community CenterUnited Way of Greater MilwaukeeUW-Milwaukee Joseph J. Zilber School of Public HealthWauwatosa Health DepartmentWest Allis/West Milwaukee Health DepartmentWisconsin Department of Public Health ServicesYMCA of Metro MilwaukeeYWCA MilwaukeeGroup Interviews:Boys & Girls Club of Greater Milwaukee StaffHousing Authority of the City of Milwaukee Residents from Highland Gardens (Senior and Disabled Housing)Housing Authority of the City of Milwaukee Residents from Parklawn (Family Housing)Medical Society of Milwaukee CountyUnited neighborhood Centers of Milwaukee Executive Directors
Part V, Line 4 - List Other Hospital Facilities that Jointly Conducted Needs Assessment Froedtert & the Medical College of Wisconsin is a member of the Milwaukee Health Care Partnership www.mkehcp.org, a public private consortium dedicated to improving care for under-served populations in Milwaukee County. Through the Partnership, Milwaukees five health systems and the Milwaukee Health Department aligned resources to complete a shared community health needs assessment (CHNA) in 2013. Supported by additional analysis from the Center for Urban Population Health, this community-wide CHNA includes findings from a community health survey of over 1,900 adults, significant key informant interviews and a secondary source data analysis. This shared CHNA serves as the foundation for Froedtert Hospitals implementation strategy to improve health outcomes and reduce disparities in Milwaukee County.Milwaukee County: Aurora Health SystemChildrens Hospital of WisconsinFroedtert & the Medical College of WisconsinWheaton Franciscan Health SystemColumbia St. Marys Health SystemCenter for Urban Population HealthMilwaukee County Health DepartmentCity of Milwaukee Health DepartmentWauwatosa Health DepartmentJKV Research was hired by the participating Health Care Systems and Health Departments to lead the CHNA process for Milwaukee County. The total cost of each CHNA was shared by each of the participating health systems and health departments. Each health system and health department was assigned to conduct key informant interviews within their service area.
Part V, Line 5c - Description of Making Needs Assessment Widely Available The CHNA summary and full reports can be found on the Froedtert Health website:http://www.froedtert.com/communitybenefitAdditional Websites:http://mkehcp.org/publications/
Part V, Line 6i - Describe Other Needs Identified OverviewThis Implementation Strategy serves as the community health improvement component of Froedtert Hospital's community benefit strategy, focusing on Access to Primary, Specialty & Preventative Care, Chronic Disease Management, Violence & Injury Prevention and Physical Activity & Nutrition.Froedtert Hospital's community benefit framework is to improve the quality of life in the communities we serve through health care programs and services that are measurable, accessible, and culturally appropriate.Implementation Strategy 20131. Program: Emergency Department to Medical Home ProgramHealth Need: Access to primary care at community clinics for low income individuals without a primary care provider and/or insuranceInternal Resources: Emergency Department Case Management and Stakeholderparticipation in MHCP Steering CommitteeCommunity Partner: Milwaukee HealthCare Partnership (MHCP), Progressive Community Health Centers, AIDS Resource Center of Wisconsin and Outreach Community Health CentersObjectives: Reduce avoidable Emergency Department visits & admissions for the low income and uninsured.Outcomes: Increase number of patients with an established Primary Care Medical Home measured by appointments scheduled, show and stick rates.2. Program: Specialty Access to the Uninsured Program (SAUP)Health Need: Access to specialty care for uninsured individuals served at safety net clinics Internal Resources: Froedtert Patient Financial Services, Medical College of Wisconsin Physicians and stakeholder participation in MHCP Steering Committee Community Partner: Milwaukee HealthCare Partnership (MHCP), Progressive Community Health Centers, AIDS Resource Center of Wisconsin and Outreach Community Health CentersObjectives: Increase access to specialty care for low income, uninsured individuals and reduce avoidable Emergency Department utilization.Outcomes: Increase number of patients served per safety net clinic as measured by total utilization and cost of care for SAUP enrollees by clinic and/or health system.3. Program: School Health Program Health Need: Access to preventative health services for low income youth: vision, immunization and dental. Also, access to physical activity and wellnessprograms Internal Resources: School Health NurseCommunity Partner: Milwaukee Public Schools, Westside Academies School, Progressive Community Health Centers, Smart Smiles Dental Program, City of Milwaukee Health Department, DanceWorks, FreeStyle Dance, and Childrens Hospital Of Wisconsin Objectives: Improve the educational performance and well-being of school-aged children and promote awareness of and access to simple physical activity.Outcome: Increase in return to class rates & decrease number of students going home, increase number of students that are immunization compliant, increase the number of students receiving dental sealants as measured by participation in Smart Smiles program, promote awareness of and access to simple physical activity and increase participation in wellness and physical activity programs.4. Program: Breast Cancer Prevention ProgramHealth Need: Preventative services: Breast Cancer screeningMilwaukee County Rankings: 69% screenedInternal Resources: Breast Cancer Center, National Breast Cancer Foundation grant and Froedtert Hospital Foundation Community Partner: Progressive Community Health Centers and Well Woman ProgramObjectives: Prevention of breast cancerOutcome: Increase breast cancer screening rates in the uninsured population by reducing cost and access barriers.5. Program: Chronic Disease ManagementHealth Need: Adults in Milwaukee County with chronic disease:29% with high blood pressure, 19% with high cholesterol and 10% with diabetesInternal Resources: Community Education department, Froedtert & the Medical College of Wisconsin trained facilitators and Wellness Works Community Partners: Milwaukee County Department of AgingObjective: Increase patient engagement in self-management of chronic disease and decrease in Emergency Department utilization for chronic disease managementOutcome: Increase in self-management as measured by pre and post survey.6. Program: Violence & Injury PreventionHealth need: Motor vehicle crashes are the leading cause of death for 15-20 year olds related to inattention.Internal Resources: Froedtert & the Medical College of Wisconsin Trauma Nurses Community Partners: Milwaukee Public Schools, Milwaukee and Washington County Schools, local Fire and Police Departments, Flight For Life and County Medical ExaminerObjectives: Increase awareness of dangers related to distracted driving.Outcomes: Increase awareness of distractions related to inattentive driving as measured by post survey.7. Program: Physical Activity & NutritionHealth need: Adults in Milwaukee: 64% are obese/overweight; 24% participate in moderate and/or vigorous activityInternal resources: Community Benefit, Marketing and Wellness Works departments, and the Medical College of Wisconsin Physicians Community partners: Washington Park Partners, Progressive Community Health Centers, Milwaukee County Parks and Urban Ecology CenterObjectives: Promote awareness of simple physical activity, promote awareness/education of healthy nutrition, and provide access to physical activity.Outcomes: Increase number of individuals reporting an increase in physical activity as measured by post survey.
Part V, Line 7 - Explanation of Needs Not Addressed and Reasons Why ORAL HEALTH SERVICES (Health Care Access): In Milwaukee County, 19% reported unmet dental needs. Explanation: Froedtert Hospital does not have the dedicated resources. There are other health systems and local organizations dedicated to improve access to dental care.BEHAVIORAL HEALTH SERVICES (Health Care Access): From 2003-2012, there was a statistical increase in those reporting considering suicide. Explanation: Froedtert Hospital is working with other private health system providers and Milwaukee County Behavioral Health Division to develop new systems of care for individuals with mental illness and substance abuse.TEEN PREGNANCY (Sexual Health): In Milwaukee County: 48.2 births per 1,000 teens age 15-19 vs. 26.2 births per 1,000 in Wisconsin. Explanation: The Aids Resource Center of Wisconsin and the City of Milwaukee Health Department are the lead agencies in reducing the incidence of sexually transmitted diseases in the community.HIGH STI RATES (Sexual Health): STI incidence rate is 1,469 per 100,000.Explanation: The Aids Resource Center of Wisconsin and the City of Milwaukee Health Department are the lead agencies in reducing the incidence of sexually transmitted diseases in the community.INFANT MORTALITY: Mortality rate in Milwaukee is 8.1 per 1,000 live births. For African Americans the rate is 13.9 and in Wisconsin is 5.7 per 1,000 births. Explanation: The United Way of Greater Milwaukee, the University of Wisconsin LifeCourse Initiative and the City of Milwaukee Health Department are actively involved in addressing this need.HEALTH LITERACY & NAVIGATION (Health Care Access): In Milwaukee County, 20% of adults reported poor health. 11% reported having unmet medical needs. Explanation: The Milwaukee Health Care Partnership, the United Way of Greater Milwaukee, Community Advocates, Milwaukee AHEC and a number of other community organizations are working to increase awareness of health services and health seeking behaviors among low income individuals.
Part V, Line 12h - Other Factors Used in Determing Amounts Charged Patients Out of Pocket Maximum Discount
Part V, Line 14g - Other Means Hospital Facility Publicized the Policy A summary of the Financial Assistance Policy is available on the Froedtert Hospital website.
Part V, Line 18e - Other Actions Took Before Any Collection Actions We request additional documentation when an individual has submitted an incomplete financial assistance application.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?  
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
Part V, Line 3 - Account Input from Person Who Represent the Community Froedtert & the Medical College of Wisconsin is a member of the Milwaukee Health Care Partnership www.mkehcp.org, a public private consortium dedicated to improving care for underserved populations in Milwaukee County. Through the Partnership, Milwaukees five health systems and the Milwaukee Health Department aligned resources to complete a shared Community Health Needs Assessment (CHNA) in 2013. Supported by additional analysis from the Center for Urban Population Health, this community-wide CHNA includes findings from a community health survey of over 1,900 adults, significant key informant interviews and a secondary source data analysis. Key informants in Milwaukee County were identified by the Milwaukee Health Care Partnership in collaboration with the City of Milwaukee Health Department. The interviews were conducted by Partnership members and graduate students supervised by the City of Milwaukee Health Department. The interviewers used a standard interview script (schedule) that included the following elements: Ranking of up to five public health issues, based on the focus areas presented in Wisconsins State Health Plan, that are the most important issues for the County.All informants were made aware that participation was voluntary and that responses would be shared with the Center for Urban Population Health for analysis and reporting. The top issues were identified primarily through key informant rankings in combination with summaries of priority issues identified in the focus groups. Additionally, qualitative analysis of responses focused on relationships between issues, with emerging themes used to inform the final rankings. Lastly, representatives from each health system and the City of Milwaukee Health Department (all of whom had conducted interviews or supervised interviewers) participated in an analytical session to critique and validate findings. Forty-one individual key informant interviews were conducted in Milwaukee County. Of note, ten public health officers participated in the interviews as key informants. In addition, five group interviews were also conducted using the same interview schedule.Key Informant Interview organizations:AIDS Resource Center of WisconsinBlack Health Coalition of WisconsinChildrens Health Alliance of WisconsinChildrens Hospital of WisconsinCity of Milwaukee Health DepartmentColumbia St. MarysCommunity AdvocatesCORE/El CentroCudahy Health DepartmentFranklin Health DepartmentGreater Milwaukee FoundationGreendale Health DepartmentGreenfield Health DepartmentHales Corners Health DepartmentHelen Bader FoundationLatino Health CoalitionLindsay Heights Health AllianceMedical College of Wisconsin Institute for Health and SocietyMedical Society of Milwaukee CountyMilwaukee Common CouncilMilwaukee County Department of Health & Human Services Milwaukee Health Care PartnershipMilwaukee Oral Health Task ForceNorth Shore Health DepartmentOak Creek Health DepartmentSouth Milwaukee Health DepartmentSt. Francis Health DepartmentThe Faye McBeath FoundationUNCOM (United Neighborhood Centers of Milwaukee)United Community CenterUnited Way of Greater MilwaukeeUW-Milwaukee Joseph J. Zilber School of Public HealthWauwatosa Health DepartmentWest Allis/West Milwaukee Health DepartmentWisconsin Department of Public Health ServicesYMCA of Metro MilwaukeeYWCA MilwaukeeGroup Interviews:Boys & Girls Club of Greater Milwaukee StaffHousing Authority of the City of Milwaukee Residents from Highland Gardens (Senior and Disabled Housing)Housing Authority of the City of Milwaukee Residents from Parklawn (Family Housing)Medical Society of Milwaukee CountyUnited neighborhood Centers of Milwaukee Executive Directors
Part V, Line 4 - List Other Hospital Facilities that Jointly Conducted Needs Assessment Froedtert & the Medical College of Wisconsin is a member of the Milwaukee Health Care Partnership www.mkehcp.org, a public private consortium dedicated to improving care for under-served populations in Milwaukee County. Through the Partnership, Milwaukees five health systems and the Milwaukee Health Department aligned resources to complete a shared community health needs assessment (CHNA) in 2013. Supported by additional analysis from the Center for Urban Population Health, this community-wide CHNA includes findings from a community health survey of over 1,900 adults, significant key informant interviews and a secondary source data analysis. This shared CHNA serves as the foundation for Froedtert Hospitals implementation strategy to improve health outcomes and reduce disparities in Milwaukee County.Milwaukee County: Aurora Health SystemChildrens Hospital of WisconsinFroedtert & the Medical College of WisconsinWheaton Franciscan Health SystemColumbia St. Marys Health SystemCenter for Urban Population HealthMilwaukee County Health DepartmentCity of Milwaukee Health DepartmentWauwatosa Health DepartmentJKV Research was hired by the participating Health Care Systems and Health Departments to lead the CHNA process for Milwaukee County. The total cost of each CHNA was shared by each of the participating health systems and health departments. Each health system and health department was assigned to conduct key informant interviews within their service area.
Part V, Line 5c - Description of Making Needs Assessment Widely Available The CHNA summary and full reports can be found on the Froedtert Health website:http://www.froedtert.com/communitybenefitAdditional Websites:http://mkehcp.org/publications/
Part V, Line 6i - Describe Other Needs Identified OverviewThis Implementation Strategy serves as the community health improvement component of Froedtert Hospital's community benefit strategy, focusing on Access to Primary, Specialty & Preventative Care, Chronic Disease Management, Violence & Injury Prevention and Physical Activity & Nutrition.Froedtert Hospital's community benefit framework is to improve the quality of life in the communities we serve through health care programs and services that are measurable, accessible, and culturally appropriate.Implementation Strategy 20131. Program: Emergency Department to Medical Home ProgramHealth Need: Access to primary care at community clinics for low income individuals without a primary care provider and/or insuranceInternal Resources: Emergency Department Case Management and Stakeholderparticipation in MHCP Steering CommitteeCommunity Partner: Milwaukee HealthCare Partnership (MHCP), Progressive Community Health Centers, AIDS Resource Center of Wisconsin and Outreach Community Health CentersObjectives: Reduce avoidable Emergency Department visits & admissions for the low income and uninsured.Outcomes: Increase number of patients with an established Primary Care Medical Home measured by appointments scheduled, show and stick rates.2. Program: Specialty Access to the Uninsured Program (SAUP)Health Need: Access to specialty care for uninsured individuals served at safety net clinics Internal Resources: Froedtert Patient Financial Services, Medical College of Wisconsin Physicians and stakeholder participation in MHCP Steering Committee Community Partner: Milwaukee HealthCare Partnership (MHCP), Progressive Community Health Centers, AIDS Resource Center of Wisconsin and Outreach Community Health CentersObjectives: Increase access to specialty care for low income, uninsured individuals and reduce avoidable Emergency Department utilization.Outcomes: Increase number of patients served per safety net clinic as measured by total utilization and cost of care for SAUP enrollees by clinic and/or health system.3. Program: School Health Program Health Need: Access to preventative health services for low income youth: vision, immunization and dental. Also, access to physical activity and wellnessprograms Internal Resources: School Health NurseCommunity Partner: Milwaukee Public Schools, Westside Academies School, Progressive Community Health Centers, Smart Smiles Dental Program, City of Milwaukee Health Department, DanceWorks, FreeStyle Dance, and Childrens Hospital Of Wisconsin Objectives: Improve the educational performance and well-being of school-aged children and promote awareness of and access to simple physical activity.Outcome: Increase in return to class rates & decrease number of students going home, increase number of students that are immunization compliant, increase the number of students receiving dental sealants as measured by participation in Smart Smiles program, promote awareness of and access to simple physical activity and increase participation in wellness and physical activity programs.4. Program: Breast Cancer Prevention ProgramHealth Need: Preventative services: Breast Cancer screeningMilwaukee County Rankings: 69% screenedInternal Resources: Breast Cancer Center, National Breast Cancer Foundation grant and Froedtert Hospital Foundation Community Partner: Progressive Community Health Centers and Well Woman ProgramObjectives: Prevention of breast cancerOutcome: Increase breast cancer screening rates in the uninsured population by reducing cost and access barriers.5. Program: Chronic Disease ManagementHealth Need: Adults in Milwaukee County with chronic disease:29% with high blood pressure, 19% with high cholesterol and 10% with diabetesInternal Resources: Community Education department, Froedtert & the Medical College of Wisconsin trained facilitators and Wellness Works Community Partners: Milwaukee County Department of AgingObjective: Increase patient engagement in self-management of chronic disease and decrease in Emergency Department utilization for chronic disease managementOutcome: Increase in self-management as measured by pre and post survey.6. Program: Violence & Injury PreventionHealth need: Motor vehicle crashes are the leading cause of death for 15-20 year olds related to inattention.Internal Resources: Froedtert & the Medical College of Wisconsin Trauma Nurses Community Partners: Milwaukee Public Schools, Milwaukee and Washington County Schools, local Fire and Police Departments, Flight For Life and County Medical ExaminerObjectives: Increase awareness of dangers related to distracted driving.Outcomes: Increase awareness of distractions related to inattentive driving as measured by post survey.7. Program: Physical Activity & NutritionHealth need: Adults in Milwaukee: 64% are obese/overweight; 24% participate in moderate and/or vigorous activityInternal resources: Community Benefit, Marketing and Wellness Works departments, and the Medical College of Wisconsin Physicians Community partners: Washington Park Partners, Progressive Community Health Centers, Milwaukee County Parks and Urban Ecology CenterObjectives: Promote awareness of simple physical activity, promote awareness/education of healthy nutrition, and provide access to physical activity.Outcomes: Increase number of individuals reporting an increase in physical activity as measured by post survey.
Part V, Line 7 - Explanation of Needs Not Addressed and Reasons Why ORAL HEALTH SERVICES (Health Care Access): In Milwaukee County, 19% reported unmet dental needs. Explanation: Froedtert Hospital does not have the dedicated resources. There are other health systems and local organizations dedicated to improve access to dental care.BEHAVIORAL HEALTH SERVICES (Health Care Access): From 2003-2012, there was a statistical increase in those reporting considering suicide. Explanation: Froedtert Hospital is working with other private health system providers and Milwaukee County Behavioral Health Division to develop new systems of care for individuals with mental illness and substance abuse.TEEN PREGNANCY (Sexual Health): In Milwaukee County: 48.2 births per 1,000 teens age 15-19 vs. 26.2 births per 1,000 in Wisconsin. Explanation: The Aids Resource Center of Wisconsin and the City of Milwaukee Health Department are the lead agencies in reducing the incidence of sexually transmitted diseases in the community.HIGH STI RATES (Sexual Health): STI incidence rate is 1,469 per 100,000.Explanation: The Aids Resource Center of Wisconsin and the City of Milwaukee Health Department are the lead agencies in reducing the incidence of sexually transmitted diseases in the community.INFANT MORTALITY: Mortality rate in Milwaukee is 8.1 per 1,000 live births. For African Americans the rate is 13.9 and in Wisconsin is 5.7 per 1,000 births. Explanation: The United Way of Greater Milwaukee, the University of Wisconsin LifeCourse Initiative and the City of Milwaukee Health Department are actively involved in addressing this need.HEALTH LITERACY & NAVIGATION (Health Care Access): In Milwaukee County, 20% of adults reported poor health. 11% reported having unmet medical needs. Explanation: The Milwaukee Health Care Partnership, the United Way of Greater Milwaukee, Community Advocates, Milwaukee AHEC and a number of other community organizations are working to increase awareness of health services and health seeking behaviors among low income individuals.
Part V, Line 12h - Other Factors Used in Determing Amounts Charged Patients Out of Pocket Maximum Discount
Part V, Line 14g - Other Means Hospital Facility Publicized the Policy A summary of the Financial Assistance Policy is available on the Froedtert Hospital website.
Part V, Line 18e - Other Actions Took Before Any Collection Actions We request additional documentation when an individual has submitted an incomplete financial assistance application.
Schedule H (Form 990) 2013
Additional Data


Software ID: 13000170
Software Version: 2013v4.0
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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
 
No
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
Yes
 
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 Regulations 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
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Anderes MichaelVP-Clin&Supp Svc (i)
(ii)		 174,684
  		59,144
  		532
  		22,446
  		32,582
  		289,388
  		 
 
(2)Bechtel KathleenDir/VP Pat Care (i)
(ii)		 260,785
  		84,083
  		2,838
  		39,340
  		18,095
  		405,141
  		 
 
(3)Buck Catherine JDir/President (i)
(ii)		 459,084
  		223,078
  		22,319
  		108,750
  		29,057
  		842,288
  		 
 
(4)Colpaert Gary JVP-Clin&Supp Svc (i)
(ii)		 169,273
  		54,745
  		3,531
  		31,255
  		26,021
  		284,825
  		 
 
(5)Duszynski SusanCRNA Anesthesia (i)
(ii)		 169,641
  		61,950
  		631
  		10,662
  		15,554
  		258,438
  		 
 
(6)Fischer Lynn EVP-Service Lines (i)
(ii)		 234,858
  		77,843
  		4,356
  		30,816
  		18,862
  		366,735
  		 
 
(7)Hawig ScottFH CFO (i)
(ii)		  
490,031 		 
193,593 		 
27,656 		 
87,175 		 
26,551 		 
825,006 		 
 
(8)Jacobson Catherine ADir/FH Pres/CEO (i)
(ii)		  
788,962 		 
374,772 		 
1,518 		 
202,750 		 
30,107 		 
1,398,109 		 
 
(9)Leevan YakiraCRNA-Anesthesia (i)
(ii)		 163,063
  		154,785
  		751
  		12,443
  		25,818
  		356,860
  		 
 
(10)Van De Kreeke JeffreyTreasurer (i)
(ii)		  
287,555 		 
98,578 		 
19,322 		 
60,000 		 
11,772 		 
477,227 		 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a: Relevant information in regards to selections on 1a. Housing:Hawig, Scott - $39,106Health club dues:Buck, Catherine - $110Colpaert, Gary - $110Leevan, Yakira - $120
Part I, Line 7: Non-Fixed payments not listed above Certain management employees participate in an incentive compensation plan that includes some non-fixed elements. Upon the attainment of a certain financial threshold, incentive compensation is available for meeting identified goals in the areas of financial performance, operational efficiencies, quality improvements, customer satisfaction, strategic growth and partnership initiatives. In some cases the determination of whether a goal is met is absolute while others require a certain amount of discretion to determine if goal is met. In addition, the incentive compensation includes a purely discretionary component.
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Fitness Development Assoc See Part V 1,482,580 Rent   No
(2) Milw Ctr for Diagnostic I
  		See Part V 770,899 Mgmt fees   No
(3) WI Renal Care Group LLC
  		See Part V 1,758,325 Dialysis services   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part V Supplemental Information Fitness Development Associates - Jeffrey Van De Kreeke, Officer, is on board of directors of interested person.Milw Center for Diagnostic Imaging - Jeffrey Van De Kreeke, Officer, is on management committee of interested person.WI Renal Care Group, LLC - Catherine Buck, is on management committee of interested person.
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0




SCHEDULE N
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
bullet Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet Attach to Form 990 or 990-EZ.
bulletInformation about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number
39-6105970
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed.
1(a)Description of asset(s)
distributed or transaction
expenses paid		 (b)Date of
distribution		 (c)Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d)Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e)EIN of recipient (f)Name and address of recipient (g)IRC section
of recipient(s) (if
tax-exempt) or type
of entity




















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . .
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? . . . . .
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2013)

Schedule N (Form 990 or 990-EZ) (2013)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III . . . . . . . . . . .
3
 
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? . . . . . .
4a
 
 
b
If "Yes," did the organization provide such notice? . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
 
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? . . . . . . . . . . . . . . . . .
5
 
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? . . . . . . . . . . . . . . . . . . . .
6a
 
 
b
Did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws? .
6b
 
 
c
If "Yes" to line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No," explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid		 (b) Date of
distribution		 (c) Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d) Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
Long Term Investments and Restricted Assets 07-01-2013 827,249,088 Balance Sheet Basis 39-2014409 Froedtert Health Inc
 
9200 W Wisconsin Avenue
Milwaukee,WI53226 		501(c)(3)
Net Long Term Debt 07-01-2013 -410,266,895 Balance Sheet Basis 39-2014409 Froedtert Health Inc
 
9200 W Wisconsin Avenue
Milwaukee,WI53226 		501(c)(3)
Swap Liability 07-01-2013 -21,490,744 Balance Sheet Basis 39-2014409 Froedtert Health Inc
 
9200 W Wisconsin Avenue
Milwaukee,WI53226 		501(c)(3)












Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? . . . . . . .
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
Schedule N(Form 990 or 990-EZ) (2013)

Schedule N (Form 990 or 990-EZ) (2013)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
Sch N, Part III, Additional Information Effective July 1, 2013, Froedtert Health Inc., the parent corporation of Froedtert Hospital, adopted an internal accounting policy for certain balance sheet and income statement matters that are centrally managed at the parent corporation. The policy states that assets and liabilities related to centrally managed programs will be accounted for on the parent corporations consolidated balance sheet and will not be allocated to any affiliate balance sheets. Froedtert Hospital implemented the new policy effective July 1, 2013 and has transferred all centrally managed assets and liabilities resulting in the disclosure on Schedule N. The charitable operations of Froedtert Hospital were not impacted by this accounting change.
Schedule N (Form 990 or 990-EZ) (2013)


Additional Data


Software ID: 13000170
Software Version: 2013v4.0


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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
Return Reference Explanation
Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Medical Education: Froedtert Hospital is the major teaching affiliate of The Medical College of Wisconsin. The affiliation agreement between The Medical College and Froedtert Hospital provides for joint programs in health care education, health-related research, and health services. The Medical College places approximately 332 full-time equivalent residents at Froedtert Hospital.Substantially all patient encounters at Froedtert Hospital are teaching related, and Froedtert Hospital provides extensive support for The Medical College's residency programs. Froedtert Hospital is utilized in The Medical College's residency programs in anesthesiology, dermatology, diagnostic radiology, endocrinology/metabolism, general surgery, internal medicine, nephrology, neurological surgery, neurology, oral and maxillofacial surgery, otolaryngology, pathology, plastic and reconstructive surgery, pulmonary medicine, transplant surgery, urology and emergency medicine, allergy and immunology, cardiology, geriatrics, gastroenterology, hematology/oncology, infectious disease, nuclear medicine, obstetrics and gynecology, ophthalmology, orthopedic surgery, physical medicine and rehabilitation, psychiatry, radiation oncology, thoracic surgery, trauma surgery, and vascular surgery. Froedtert Hospital supports continuing medical education. All of the medical services provide continuing medical education for the staff, residents, and students. Scientific conferences are held on a weekly basis for most services. The Medical College faculty members, who comprise the majority of the Medical Staff of Froedtert Hospital, frequently serve as directors of continuing medical education programs for other hospitals within the State of Wisconsin and the surrounding region.In addition to the affiliation with The Medical College, Froedtert Hospital maintains educational affiliations with a number of other institutions, including Alverno College, Cardinal Stritch University, Carroll College, Marian University, Marquette University, Milwaukee Area Technical College, Milwaukee School of Engineering, Mount Mary College, University of Wisconsin System (UW Milwaukee and UW Oshkosh), and Waukesha County Technical College.
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Catherine Buck,Jeffrey Van De Kreeke and Norman Barrientos business relationshipKurt Berchtold, David Larson, Cathy Jacobson and Scott Hawig - business relationship
Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents Articles of Incorporation and Bylaws were amended and restated to reflect termination of definitive agreement that created original health care system.
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Froedtert Health Inc. is the sole corporate member of Froedtert Memorial Lutheran Hospital, Inc.
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Froedtert Health, Inc., as the member of Froedtert Memorial Lutheran Hospital, Inc. has the final approval of election of all board members
Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Frodtert Health, Inc., as the sole member of Froedtert Hospital, has certain reserved powers and authorities with respect to the operations and management of Froedtert Hospital, as set forth in Froedtert Hospital's bylaws.
Form 990, Part VI, Line 11b: Form 990 Review Process Froedtert Health, Inc. accounting staff prepare Form 990 which is reviewed by Froedtert Helath's financial leaders and legal counsel. The 990 is then reviewed by KPMG, Froedtert Health's outside accounting firm. Next, the 990 is provided to the Froedtert Health Finance Committee and Board of Directors. Finally, the 990 is filed as required.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts On an annual basis all officers, directors, trustees, key employees are required to complete a conflict of interest disclosure statement. The data is compiled, and the Froedtert Health Vice President-Chief Compliance Officer (CCO), the Senior Vice-President-General Counsel and/or delegate will review all forms and notifications to determine if any conflicts of interest exist in the disclosure documents. If it is determined that a conflict of interest exists, then the person making the disclosure shall be relieved of his/her obligations on behalf of Froedtert Memorial Lutheran Hospital with respect to the transaction or arrangement that creates the conflict of interest. A report of all conflicts of interest will be made by the CCO at least annually to the Froedtert Health Finance Committee of the Board of Directors
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation of Top Management is paid by a related organization but a review is performed. In establishing the compensation of the organization's Top Management, independent compensation consultants are utilized, compensation studies are completed to gather comparative data, persons with a conflict of interest regarding the compensation arrangements at issue are not involved in the decision making process, and amounts are reviewed and approved by the Compensation Committee of the FH (the related organization) Board of Directors.In addition, there is contemporaneous documentation and recordkeeping for deliberations and decisions regarding the compensation arrangements.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Froedtert Health, Inc's quarterly financial information is made available to the public online through the Digital Assurance Corporation, Inc. website. Anyone can register to receive ongoing access to and notifications regarding financial statements at the online website.Additionally, Governing Documents and Conflict of Interest Policy are made available to the public through the corporate office upon request.
Other Changes In Net Assets Or Fund Balances - Other Increases BASE Change in APB other than net periodic benefit costs = $1311091
Other Changes In Net Assets Or Fund Balances - Other Increases Capital Contributions = $0
Other Changes In Net Assets Or Fund Balances - Other Increases Change in FHF Interest = $2501452
Other Changes In Net Assets Or Fund Balances - Other Decreases FHF Contribution net of capital contribution = -$839535
Other Changes In Net Assets Or Fund Balances - Other Increases PRM Change in APB other than net periodic benefit costs = $0
Other Changes In Net Assets Or Fund Balances - Other Decreases PRM Change in APB other than net periodic benefit = -$854960
Other Changes In Net Assets Or Fund Balances - Other Decreases Transfers to affiliates = -$XXX-XX-XXXX
Other Changes In Net Assets Or Fund Balances - Other Decreases Unrealized G/L on Debt = -$0
Other Changes In Net Assets Or Fund Balances - Other Increases URMS Change in APB other than net periodic benefit costs = $75985
Other Changes In Net Assets Or Fund Balances - Other Decreases Write off FHF Receivable = -$531280
Part III 4b (continued) Heart and Vascular Center. The Heart and Vascular Center offers all types of treatments interventional procedures, minimally invasive surgery and heart surgery to treat a wide range of heart and vascular conditions. Our physicians are highly skilled and experienced in performing state-of-the act procedures for all types of heart and vascular problems, including complex cases. Many procedures can be performed using minimally invasive surgery, without opening the chest to reach the heart. Innovative programs include: Adult Congenital Heart Disease, Advanced Heart Failure & Cardiac Transplant, Aortic Disease, Arrhythmia & Atrial Fibrillation, Comprehensive Vein Clinic, Coronary Artery Disease, Hereditary Hemorrhagic Telangiectasia, Hypertrophic Cardiomyopathy, Preventive Cardiology & Lipid Therapy, Peripheral Arterial Disease, Pulmonary Hypertension, Valvular Disease, Venous & Vein Disease, Women & Heart Disease and Vascular and Cardiac Second Opinion Program. Care is provided in a number of outpatient areas and supported by inpatient care in the Cardiac "Step-Down" Nursing Unit and Cardiac Intensive Care Unit. The Center is staffed by Cardiologists, Cardiac Surgeons, Vascular Surgeons and Interventional Radiologists. It was recognized in the 2014-15 US News & World Report Best Regional Hospital - Cardiology & Heart Surgery.Women's Health. Froedtert offers comprehensive programs to meet the needs of women of all ages. The span of services includes a Birth Center with easy access to the Children's Hospital of Wisconsin Neonatal Intensive Care Unit and a Maternal Fetal Center that provides specialized care for women experiencing all types of high risk pregnancies. In collaboration with Children's Hospital of Wisconsin, Froedtert offers the Fetal Concerns Program, the state's only program for fetal anomalies, such as birth defects and genetic disorders. Froedtert also offers reproductive medicine/fertility services and maintains a comprehensive Breast Care Program. Froedtert had 2,056 births during the twelve months ended June 30, 2014.Pulmonary and Critical Care Medicine. Physicians in this division evaluate and treat people with a range of disorders including: asthma, emphysema, infectious lung diseases, lung cancers, chronic obstructive lung disease, pulmonary hypertension and many others. Froedtert was among the first in the nation to use PET/CT imaging technology for early detection of cancerous lung tumors. Froedtert established a fully accredited adult cystic fibrosis center in 2003. A pulmonary function diagnostic laboratory provides complete services for evaluation, diagnostic and follow-up studies. Froedtert has 4 intensive care units with 69 beds.Surgery. Comprehensive surgical services are provided at Froedtert, including tertiary surgical services in cardiothoracic, minimally invasive/gastrointestinal (including bariatric), oral/maxillofacial, pancreatobiliary/endocrine, surgical oncology, transplant, trauma and critical care, and vascular surgery. The surgery program actively participates in ongoing research through its Clinical Research Initiative. Froedtert performed 8,837 inpatient surgeries and 7,753 outpatient surgeries during the twelve months ended June 30, 2014.Transplant Surgery. Froedtert Health, Medical College of Wisconsin, Blood Center of Wisconsin and Children's Hospital of Wisconsin comprise the Organ Transplantation Institute nationally recognized for excellent outcomes in transplantation. The Organ Transplantation Institute offers a full range of transplant services for adult and pediatric patients, including kidney, living donor kidney, paired kidney exchange, liver, living donor liver, pancreas, heart, lung and bone marrow transplants. The Organ Transplantation Institute's multi disciplinary approach draws upon the broad range of resources and expertise available through a variety of specialties within our campus. As an academic medical center, we are at the forefront of new developments and information, and we can help patients explore all available treatment options. We offer education classes for potential transplant patients and their families as well as for medical personnel in the community and work closely with Wisconsin Donor Network, the federally designated organ procurement organization supporting the transplant community in eastern Wisconsin. Froedtert performed the following transplants during the twelve months ended June 30, 2014:Heart 7Lung 7Kidney 87Liver 23Pancreas 3 Blood and marrow 215
Part IX 24a Corporate Allocations Froedtert Health allocates its revenues and expenses to Froedtert Memorial Lutheran Hospital, Community Memorial Hospital of Menomonee Falls, St. Joseph's Community Hospital, and Froedtert & The Medical College of Wisconsin Community Physicians. The allocation is calculated by applying an allocation metric to each accounting unit at Froedtert Health, including a flat percentage, percentage of gross revenue to total, percentage of supply expense to total, etc. Each entity then receives its portion of the Froedtert Health allocation on a monthly basis.
Part VII Section A 1a Columns C-F Individuals listed as 'former' but receiving compensation during the year is due to the fact the individual is still employed by the organization, but is no longer in the role of director, officer, key employee, etc. in the current year, but was reported as such on the organization's 990 in the previous five years.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
 
Employer identification number

39-6105970
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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
(1) Inception Health LLC
9200 W Wisconsin Avenue
Milwaukee,WI53226
20-2636740 		Healthcare Services WI     Froedtert Health Inc
 










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 entity?
Yes No
(1) Froedtert Health Inc

9200 W Wisconsin Avenune

Milwaukee,WI53226
39-2014409 		Management Services WI 501 (c)(3) Ln 11, Type 111 N/A
 
No
(2) Froedtert Hospital Foundation

9200 W Wisconsin Avenue

Milwaukee,WI53226
39-1431192 		Health, welfare, research and education promotion WI 501(c)(3) Ln 11, Type 1 Froedtert Memorial Lutheran Hospital
 
Yes
 
(3) Community Memorial Hospital of MF Inc

W180 N8085 Town Hall Road

Menomonee Falls,WI53051
39-0987025 		Hospital WI 501(c)(3) 3 Froedtert Health Inc
 
 
No
(4) St Josephs Community Hospital of West B

3200 Plesant Valley Road

West Bend,WI53095
39-0806302 		Hospital WI 501(c)(3) 3 Froedtert Health Inc
 
 
No
(5) St Josephs Community Foundation Inc

3200 Pleasant Valley Road

West Bend,WI530953868
39-2034296 		Health and welfare promotion WI 501(c)(3) Ln 11, Type 1 St Josephs Comm Hosp of West Bend Inc
 
 
No
(6) Community Memorial Foundation of MF Inc

N180 N8085 Town Hall Road

Menomonee Falls,WI53051
39-1635057 		Health and welfare promotion WI 501(c)(3) Ln 11, Type 1 Community Memorial Hospital of MF Inc
 
 
No
(7) Community Outpatient Health Svc of MF I

W180 N8085 Town Hall Road

Menomonee Falls,WI53051
39-1743056 		Outpatient Medical and Dental Services WI 501(c)(3) 3 Community Memorial Hospital of MF
 
 
No
(8) QHS 1 Inc

19601 W Bluemound

Brookfield,WI53045
20-2636686 		Healthcare Services WI 501(c)(3) Line 11, Type 1 Froedtert Health
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) Froedtert Surgery Center LLC

9200 W Wisconsin Ave
Milwaukee,WI53226
20-1499345 		Surgery center WI FMLH
  		Related 473,017 1,921,530   No     No 50.000 %












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
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
Yes
 
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part V, Line 2 Any transactions listed on Schedule R, Part V, Line 1 and not on Schedule R, Part V, Line 2 are between related 501(c)(3) organizations and therefore, are not reported in this section.
Schedule R (Form 990) 2013
Additional Data


Software ID: 13000170
Software Version: 2013v4.0