TY 2015 Form 990

- TIN:

Form990

Department of the TreasuryInternal 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)

Do not enter social security numbers on this form as it may be made public.

Information about Form 990 and its instructions is at www.IRS.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC
% ELIZABETH A RITTER

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
400 WEST RIVER WOODS PARKWAY

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
GLENDALE, WI53212

D Employer identification number

39-1568865

E Telephone number

G Gross receipts $ 344,110,110

F Name and address of principal officer:
BERNARD SHERRY SR VP
400 WEST RIVER WOODS PARKWAY
MILWAUKEE,WI53212

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

www.wfhealthcare.org

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1986

M State of legal domicile: IL

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: THE PRIMARY MISSION OF WFH SE WI INC IS TO PROVIDE OVERSIGHT AND PROVIDE ADMINISTRATIVE SUPPORT TO THOSE ORGANIZATIONS SUPPORTED BY THIS REGIONAL HOLDING COMPANY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	1,832
6	Total number of volunteers (estimate if necessary) .............	6	7
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	99,282	216,878
9	Program service revenue (Part VIII, line 2g) .........	222,393,707	319,964,441
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,884,769	8,123,329
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	8,190,743	15,805,462
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	234,568,501	344,110,110
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,339,242	9,703,389
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	43,583,806	84,289,254
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	171,644,805	225,874,476
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	218,567,853	319,867,119
19	Revenue less expenses. Subtract line 18 from line 12.......	16,000,648	24,242,991
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	705,414,588	1,261,986,673
21	Total liabilities (Part X, line 26).............	730,772,501	1,606,246,214
22	Net assets or fund balances. Subtract line 21 from line 20.....	-25,357,913	-344,259,541

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

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

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) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2015)

Form 990 (2015)

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 ..............

Briefly describe the organization’s mission: As a member of Wheaton Franciscan Healthcare, our affiliates strive to live out the healing ministry of Jesus while providing exceptional and compassionate healthcare services that promote the dignity and well-being of the patients and communities we serve. Our vision is to be recognized for superior healthcare service, clinical excellence, as the healthcare employer of choice, and the preferred partner of physicians.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

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: 561,000 ) (Expenses $ 205,008,428 including grants of $ 9,703,389 ) (Revenue $ 330,185,469 )
	WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN Wheaton Franciscan Healthcares service to Southeast Wisconsin dates back to 1879 when the Franciscan Sisters began operating a health care ministry out of a small house. Five years later they opened their first hospital in Milwaukee St. Joseph. Over the next 100 years, the Sisters known as the Wheaton Franciscans after 1947 expanded their Milwaukee health care ministry and, in 1993, partnered with the Felician Sisters. Through the union of numerous separate but common functions including Boards of Directors, medical groups, and corporate services, Wheaton Franciscan Healthcare has created a fully integrated region that allows it to share best practices and create cost efficiencies. WHEATON FRANCISCAN HEALTHCARE IN SOUTHEAST WISCONSIN LIST OF ENTITIES Hospitals Wheaton Franciscan, Inc. (Elmbrook Memorial, Midwest Spine and Orthopedic Hospital and Wisconsin Heart Hospital, and St. Joseph Campuses) Wheaton Franciscan Healthcare - All Saints (Spring Street and Wisconsin Ave Campuses) Wheaton Franciscan Healthcare - St. Francis Wheaton Franciscan Healthcare Franklin Midwest Orthopedic Specialty Hospital (joint venture) Wheaton Franciscan Medical Group More than 300 physicians in 50 specialty and primary care locations across SE Wisconsin. Transitional & Extended Care Wheaton Franciscan Healthcare - Franciscan Woods Wheaton Franciscan Healthcare - Lakeshore Manor Wheaton Franciscan Healthcare - The Terrace at St. Francis Outpatient Centers Wheaton Franciscan Brown Deer Campus Wheaton Franciscan Wauwatosa Campus Wheaton Franciscan Healthcare - St. Francis Medical Arts Pavilion Wheaton Franciscan Healthcare St. Francis Outpatient Center Service Lines Wheaton Franciscan Cancer Care Wheaton Franciscan Women and Infants Wheaton Franciscan Diabetes Care Wheaton Franciscan Heart Care Wheaton Franciscan Mental Health and Addiction Care Wheaton Franciscan Orthopedic Care Wheaton Franciscan Rehabilitation Services Wheaton Franciscan Senior Care Midwest Orthopedic Specialty Services Restore Integrated Work Injury Solutions Home Health & Hospice Wheaton Franciscan Home Health Wheaton Franciscan Hospice Wheaton Franciscan Medical Equipment Team Pharmacy Wheaton Franciscan Pharmacy (multiple locations) Laboratory Wheaton Franciscan Laboratory Philanthropic Foundations Wheaton Franciscan Healthcare - All Saints Foundation Wheaton Franciscan Healthcare - Circle of Life Foundation Wheaton Franciscan Healthcare - Foundation for St. Francis and Franklin Wheaton Franciscan - Elmbrook Memorial Foundation Wheaton Franciscan - St. Joseph Foundation WHEATON FRANCISCAN HEALTHCARE COMMUNITY IMPACT IN SOUTHEAST WISCONSIN / 2016 Charity Care: $17,397,237. Charity Care is defined as free or discounted health services provided to those who cannot afford to pay and who meet all criteria for financial assistance. Charity care is based on actual costs, not charges, and does not include bad debt. Unreimbursed Cost of Public Programs: $46,504,102. Unreimbursed cost of public programs is defined as the shortfall experienced when payments received are below the cost of treating public beneficiaries through Medicaid and other local public programs. Community Health Improvement Services: $1,049,972. Community Health Improvement Services are defined as clinical and non-clinical services designed to improve community health, which are provided to the community for free or for fees that did not cover costs. Financial Contributions: $1,467,639. Financial contributions are defined as contributions, including cash, non-cash items such as food, furniture, equipment, supplies, and loaned staff for volunteer and charitable purposes, made to individuals, community groups, or nonprofit organizations for charitable purposes. Health Professions Education: $10,392,557. Health professions education is defined as direct costs incurred for accredited training and education programs for physicians, nurses, allied health professionals and technicians (does not include ongoing education for staff). Community Building Activities: $98,698. Community building activities are defined as programs that, while not directly related to health care, provide opportunities to address the root causes of health problems, such as poverty, homelessness, and environmental issues. Costs for these activities include cash and in-kind donations. Community Benefit Operations: $31,963. Community benefit operations are defined as costs associated with dedicated staff and community health needs and/or assets assessment, as well as other costs associated with community benefit strategy and operations. Research: $74,940. Research is defined as costs incurred for health-related research, such as medical equipment testing, controlled studies of therapeutic protocols, and studies of health care delivery methods. Subsidized Health Services: $2,716,513. Subsidized health services are defined as the negative margin for clinical services that are provided despite a financial loss because of an identified community need that would need to be met by the government or another not-for-profit if it was not offered. The financial losses are so significant that negative margins remain after removing the effects of charity care, bad debt, and Medicaid shortfalls. TOTAL BENEFIT TO THE COMMUNITY IN SOUTHEAST WISCONSIN FOR 2016: $79,733,621.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses205,008,428

Form 990 (2015)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment

...

Yes

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 Click to see attachment

.............

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 Click to see attachment

..............

Yes

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 Click to see attachment

.................

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 I Click to see attachment

..................

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 II Click to see attachment

...

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

.............

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 IV Click to see attachment

..............

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 V Click to see attachment

......

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.

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

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

.......

11c

Yes

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

11f

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

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

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

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

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.....

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...

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) ....

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............

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...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment

20a

Yes

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 (2015)

Page 4

Part IV

Checklist of Required Schedules (continued)

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

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

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

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

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

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) 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

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

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 "Yes," complete Schedule L, Part II ................ Click to see attachment

Yes

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

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 current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................ Click to see attachment

28a

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

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

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I. Click to see attachment

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

Yes

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

Yes

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

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

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

Yes

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

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 VI Click to see attachment

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. ............

Yes

Form 990 (2015)

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

Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

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 ..................

1,832

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)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

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)? ..

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

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? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

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? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................

Did the sponsoring organization make any taxable distributions under section 4966?...

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

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

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

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

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

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Form 990 (2015)

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

Enter the number of voting members of the governing body at the end of the tax year

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.

Enter the number of voting members included in line 1a, above, who are independent

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? .................

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? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................

Yes

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

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? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

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

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

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

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

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Other officers or key employees of the organization ................

15b

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

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

List the States with which a copy of this Form 990 is required to be filed MediumBullet

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.

Own website Another's website Upon request Other (explain in Schedule O)

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.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

ELIZABETH A RITTER400 WEST RIVER WOODS PARKWAY MILWAUKEE,WI53212 (414) 465-3542

Form 990 (2015)

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.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

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.

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.

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
(A) Name and Title
(1) Deborah Blanks...................................................................... Director	1.0 ................. 1.0	X		0	222	0
(2) Pankaj Dhingra MD...................................................................... Director	1.0 ................. 40.0	X		0	391,900	49,292
(3) David Engstrand MD...................................................................... Director	1.0 ................. 40.0	X		0	497,057	47,132
(4) Patricia Golden DO...................................................................... Director	1.0 ................. 40.0	X		0	252,640	42,847
(5) Chris Leberfing...................................................................... Director	1.0 ................. 1.0	X		0	222	0
(6) Timothy LeSage MD...................................................................... Director	1.0 ................. 40.0	X		0	675,493	30,256
(7) John Lopez MD...................................................................... Director	1.0 ................. 40.0	X		0	228,982	51,528
(8) Thomas Mahn MD...................................................................... Director	1.0 ................. 40.0	X		0	405,744	52,973
(9) Raymond Manista...................................................................... Director	1.0 ................. 1.0	X		0	222	0
(10) Kevin McCabe...................................................................... Director	1.0 ................. 1.0	X		0	222	0
(11) Mark Meier MD...................................................................... Director	1.0 ................. 40.0	X		0	472,490	49,356
(12) John Oliverio...................................................................... Chair - Director	1.0 ................. 40.0	X	X	0	3,733,710	180,697
(13) Donald Roach MD...................................................................... Director	1.0 ................. 40.0	X		0	208,439	40,960
(14) Steven Ryder MD...................................................................... Director	1.0 ................. 40.0	X		0	561,058	47,294
(15) Sr Clarette Stryzewski...................................................................... Vice Chair - Director	1.0 ................. 1.0	X	X	0	222	0
(16) Glenn Wilder...................................................................... Director	1.0 ................. 1.0	X		0	222	0
(17) Raymond Wilson...................................................................... Director	1.0 ................. 1.0	X		0	222	0

Form 990 (2015)

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)				(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
(A) Name and Title
(18) Vince Gallucci........................................................................ Chief Marketing Officer Ascens	1.0 .......................40.0	X			0	464,094	16,083
(19) Sarah Herzog........................................................................ Sr VP General Counsel WFHC / C	1.0 .......................40.0	X			0	543,221	71,802
(20) Michael Lepore........................................................................ Sr VP and Chief Administrative	1.0 .......................40.0	X			0	807,740	68,024
(21) Therese Rocole........................................................................ Sr VP Mission Services WFHC /	1.0 .......................40.0	X			0	307,223	61,821
(22) Tracy Rogers........................................................................ Chief Operating Officer Ascens	1.0 .......................40.0	X			0	166,828	6,386
(23) Celia Shaughnessy........................................................................ Chief HR Officer Ascension WI	1.0 .......................40.0	X			0	296,231	21,651
(24) Bernie Sherry........................................................................ Senior VP Ascension WI	1.0 .......................40.0	X			0	755,382	74,926
(25) Gregory Smith........................................................................ Sr VP and Chief Info Officer	1.0 .......................40.0	X			0	861,483	153,644
(26) Jonathan Sohn........................................................................ Sr VP and CFO, WFHC / CFO Asce	1.0 .......................40.0	X			0	817,514	107,541
(27) Susan Boland........................................................................ President, South Market	1.0 .......................40.0		X		0	655,311	78,551
(28) Brenda Bowers........................................................................ Sr VP Org Change & Leader Dev	1.0 .......................40.0		X		0	472,944	60,881
(29) Coreen Dicus-Johnson........................................................................ Sr VP Physician and Revenue Op	1.0 .......................40.0		X		0	679,754	82,352
(30) Wayne Frangesch........................................................................ Sr VP Human Resources	1.0 .......................40.0		X		0	514,519	73,608
(31) James Gresham........................................................................ Sr VP Continuing Care Services	1.0 .......................40.0		X		0	352,659	125,165
(32) Rita Hanson-Melzer MD........................................................................ System Chief Medical Officer	1.0 .......................40.0		X		0	679,313	89,637
(33) Debra Standridge........................................................................ President - North Market	1.0 .......................40.0		X		0	729,651	92,815
(34) Julie Swiderski........................................................................ Senior VP Strategic Initiative	1.0 .......................40.0		X		0	391,485	70,306
(35) Ronald Boecker........................................................................ VP Facilities	40.0 .......................1.0			X	219,908	0	41,707
(36) Mark Charbogian........................................................................ VP Lab Services	40.0 .......................1.0			X	221,240	0	53,170
(37) Yata Naigow........................................................................ Registered Nurse	40.0 .......................1.0			X	194,818	0	10,534
(38) Abigail Navti-Abongwa........................................................................ VP Revenue Cycle Operations	40.0 .......................1.0			X	260,470	0	28,168
(39) Ann Saqr........................................................................ VP Marketing	40.0 .......................1.0			X	235,058	0	31,902

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,131,494	16,924,419	2,013,009

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

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 ..............

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...........................

Yes

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 ........

Section B. Independent Contractors

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
JIGSAW LLC, 710 N PLANKINTON AVE 9TH FLOOR MILWAUKEE,WI53203	GRAPHIC ARTS	5,151,173
MEDE ANALYTICS, 5858 HORTON STREET STE 475 EMERYVILLE,CA94608	BUSINESS CONSULTANT	1,410,387
PATRIOT MED TECH OF OHIO INC, 7100 COMMERCE WAY STE 280 BRENTWOOD,TN37027	PURCHASED SERVICES	3,801,486
STATE COLLECTION SERVICE, PO BOX 6037 MADISON,WI53716	COLLECTION	2,781,362
ACCRETIVE HEALTH INC, 39918 TREASURY CENTER CHICAGO,IL60694	CONSULTING	1,122,497
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 40

Form 990 (2015)

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

(D)
Revenue
excluded from
tax under sections
512-514

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	205,178
e	Government grants (contributions)		1e	11,700

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......		216,878

			Business Code
2a	SUPPORT SERVICES	561000	318,944,672	313,490,510
b	PATRONAGE REVENUE	900099	626,918	626,918
c	INTERCOMPANY RENT	900099	190,980	190,980
d	JOINT VENTURE REVENUE	900099	201,871	201,871
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....			319,964,441

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			8,123,329			8,123,329
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents		130,272
b	Less: rental expenses
c	Rental income or (loss)	0	130,272
d	Net rental income or (loss)......			130,272			130,272
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss).....			0
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..			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..			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..			0
Business Code			Miscellaneous Revenue
11a	PURCHASED SERVICE REVENUE MOSH		900099	4,371,984	4,371,984
b	MEDICAL RECORDS REVENUE		900099	683,306	683,306
c	OTHER REVENUE		900099	4,456,039	4,456,039
d	All other revenue ....			6,163,861	6,163,861
e	Total. Add lines 11a–11d ......			15,675,190
12	Total revenue. See Instructions......			344,110,110	330,185,469		8,253,601

Form 990 (2015)

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 domestic organizations and domestic governments. See Part IV, line 21	9,703,389	9,703,389
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 ....	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	182,956	182,956
7	Other salaries and wages	48,032,801	48,032,801
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	6,001,686	6,001,686
9	Other employee benefits .......	24,716,671	24,716,671
10	Payroll taxes ...........	5,355,140	5,355,140
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	462,566		462,566
c	Accounting ...........	0
d	Lobbying ...........	127,243	127,243
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	7,032		7,032
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	20,317,462	20,317,462
12	Advertising and promotion ....	6,980,030	6,980,030
13	Office expenses .......	7,396,936	7,396,936
14	Information technology ......	1,781,245	1,781,245
15	Royalties ..	0
16	Occupancy ...........	3,154,208	3,154,208
17	Travel ............	292,973	292,973
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	247,485	247,485
20	Interest ...........	11,650,555		11,650,555
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	10,247,402	10,247,402
23	Insurance ...	3,227,835	3,227,835
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	MANAGEMENT FEES	134,042,805	31,304,267	102,738,538
b	OTHER PURCHASED SERVICE	14,313,908	14,313,908
c	REPAIRS AND MAINTENANCE	10,389,354	10,389,354
d	MEMBERSHIP FEE	901,734	901,734
e	All other expenses	333,703	333,703
25	Total functional expenses. Add lines 1 through 24e	319,867,119	205,008,428	114,858,691	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 if following SOP 98-2 (ASC 958-720).

Form 990 (2015)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX ..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			750	1	474
2	Savings and temporary cash investments .........			170,101,992	2	173,730,564
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			3,015	4	0
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
				230,526	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
				0	6	0
7	Notes and loans receivable, net ....			0	7	142,151,020
8	Inventories for sale or use ........			592,099	8	50,967
9	Prepaid expenses and deferred charges ......			4,204,187	9	0
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	158,988,121
b	Less: accumulated depreciation	10b	9,336,367	46,481,671	10c	149,651,754
11	Investments—publicly traded securities .			0	11	0
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			38,475,156	13	76,373,897
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			445,325,192	15	720,027,997
16	Total assets. Add lines 1 through 15 (must equal line 34)...			705,414,588	16	1,261,986,673

17	Accounts payable and accrued expenses .....	477,066,667	17	733,522,536
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	488,171
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
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..	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
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	253,705,834	25	872,235,507
26	Total liabilities. Add lines 17 through 25..	730,772,501	26	1,606,246,214

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	-25,357,913	27	-345,585,715
28	Temporarily restricted net assets ...........	0	28	1,326,174
29	Permanently restricted net assets	0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	-25,357,913	33	-344,259,541
34	Total liabilities and net assets/fund balances ........	705,414,588	34	1,261,986,673

Form 990 (2015)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI ..............

Total revenue (must equal Part VIII, column (A), line 12) ............

344,110,110

Total expenses (must equal Part IX, column (A), line 25) ............

319,867,119

Revenue less expenses. Subtract line 2 from line 1 ..............

24,242,991

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..

-25,357,913

Net unrealized gains (losses) on investments ...............

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

295,799

Other changes in net assets or fund balances (explain in Schedule O) ........

-343,440,418

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))

-344,259,541

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII .............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

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?

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.

Form 990 (2015)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

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

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............. 9

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 (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) WFH - WHEATON FRANCISCAN INC	390816857	3		No	39,153,823	0
(B) WFH - ALL SAINTS INC	391264986	3		No	23,046,129	0
(C) WFH - ST FRANCIS INC	390907740	3		No	17,170,371	0
(D) WFH - FRANKLIN INC	562592868	3		No	6,092,893	0
(E) WFH PHARMACY ENT AND FRAN WOODS INC	391613624	9		No	6,267,588	0
(F) WFH - TERRACE AT ST FRANCIS INC	391486775	3		No	933,973	0
(G) WFH - HOME HEALTH AND HOSPICE INC	391559428	3		No	317,763	0
(H) WHEATON FRANCISCAN MEDICAL GROUP INC	391791586	3		No	9,003,538	0
(I) WHEATON FRANCISCAN LABORATORIES INC	391701402	9		No	6,632,732	0
Total 9					108,618,810

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

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)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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 VI.)..
11	Total support. Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2015

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)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Yes

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

Yes

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Yes

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

Yes

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Yes

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Yes

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Yes

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A SUPPLEMENTAL INFORMATION	Part IV Section A Line 1: Our supported organizations are not normally listed by name in the governing documents. Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. is a Tier II parent organization, and due to long-standing historical relationships as well as relationships that are officially delineated in our organizational chart, supports all organizations at the Tier III level that are not themselves supporting organizations. Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. provides this support by way of corporate oversight and related administrative and program services such as Payroll, Human Resources, Legal Services, and many others, which result in monetary equity transfers and intercompany journal entries that provide support. Part IV Section A Line 6: Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. is a Tier II parent organization that is part of a controlled group of healthcare provider organizations. As such, it is common to have intercompany journal entries that result in support being provided to other supporting organizations within the group that may provide additional support to one or more of the same supported organization. Additionally, Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. provides certain support to a 50% owned joint venture under a purchased services agreement. Part IV Section A Line 9c: Please see Schedule L Pt V for the detailed disclosure on a loan provided to Brookfield Surgical Investments LLC, a business which Dr. David Engstrand, a board of directors member for WFH SE WI, is a member. Note Dr. Engstrand resigned in June 2016 as a board member for the organization. Part IV Section D Line 1: By the last day of the 5th month (Nov 30th) following the close of the tax year (June 30th) a formal letter is drafted by the Tax Compliance Department, which provides the details of all support provided to each supported organization by each supporting organization for the most recently completed fiscal year. This letter is provided to all system Senior Vice Presidents as the means in meeting these notification requirements. Final support amounts are calculated as part of 990 preparation, and full copies of all 990's are provided via a board portal to all supported organizations. Any changes to bylaws, articles, or other governing documents are also provided with the filing of the 990, if required, and all information is available earlier upon request.

Return Reference

Explanation

SCHEDULE A SUPPLEMENTAL INFORMATION

Part IV Section A Line 1: Our supported organizations are not normally listed by name in the governing documents. Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. is a Tier II parent organization, and due to long-standing historical relationships as well as relationships that are officially delineated in our organizational chart, supports all organizations at the Tier III level that are not themselves supporting organizations. Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. provides this support by way of corporate oversight and related administrative and program services such as Payroll, Human Resources, Legal Services, and many others, which result in monetary equity transfers and intercompany journal entries that provide support. Part IV Section A Line 6: Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. is a Tier II parent organization that is part of a controlled group of healthcare provider organizations. As such, it is common to have intercompany journal entries that result in support being provided to other supporting organizations within the group that may provide additional support to one or more of the same supported organization. Additionally, Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. provides certain support to a 50% owned joint venture under a purchased services agreement. Part IV Section A Line 9c: Please see Schedule L Pt V for the detailed disclosure on a loan provided to Brookfield Surgical Investments LLC, a business which Dr. David Engstrand, a board of directors member for WFH SE WI, is a member. Note Dr. Engstrand resigned in June 2016 as a board member for the organization. Part IV Section D Line 1: By the last day of the 5th month (Nov 30th) following the close of the tax year (June 30th) a formal letter is drafted by the Tax Compliance Department, which provides the details of all support provided to each supported organization by each supporting organization for the most recently completed fiscal year. This letter is provided to all system Senior Vice Presidents as the means in meeting these notification requirements. Final support amounts are calculated as part of 990 preparation, and full copies of all 990's are provided via a board portal to all supported organizations. Any changes to bylaws, articles, or other governing documents are also provided with the filing of the 990, if required, and all information is available earlier upon request.

Schedule A (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC		Employer identification number 39-1568865

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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST WISCONSIN INC			Employer identification number 39-1568865
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose 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

(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

(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

(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) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures ...................................................................................................................... SchCMd Bullet

Volunteer hours .............................................................................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2015

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................
c	Total lobbying expenditures (add lines 1a and 1b) .......................................................................
d	Other exempt purpose expenditures .........................................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ..............................................................................................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2012	(b) 2013	(c) 2014	(d) 2015	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2015

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Yes

6,633

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

117,870

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Yes

2,740

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

127,243

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C supplemental information	Schedule C Part II-B Line 1i: Wheaton Franciscan Healthcare was part of a controlled group of healthcare organizations through late in the fiscal year, when most of the entities were transferred to new parent organizations. These entities were related through these respective dates, through a common parent organization, Wheaton Franciscan Services, Inc.. Certain entities within this controlled group engaged in limited lobbying activities that benefited each organization collectively. For calendar year 2015, Wheaton Franciscan Healthcare employed two individuals whose responsibilities included oversight and management of lobbying activities for these organizations the Senior Vice President of Strategic Initiatives and the Director of Government Relations and Advocacy. The Senior Vice President provided strategic oversight for the department and participated in visits with key elected officials when appropriate. The Director provides on-the-ground support, served as the first point of contact for elected officials, and executed on legislative lobbying activities that supported the strategic interests of the organization. These lobbying activities approximated 50% of total annual salary for the Director and no more than 20% for the Senior Vice President. A benefits factor of 25% was added, and the total was allocated amongst the organizations that received the benefit of these services. The lobbying activities included advocacy efforts related to public policy proposals such as: changes to Medicare and Medicaid funding; federal or state legislation that may impact the organization; participating in and coordinating visits with elected officials at all levels of government (local, state and federal); mobilizing grassroots efforts on behalf of the organization on issues of interest; coordinating advocacy activities in conjunction with relevant trade associations; and providing internal awareness on specific state related legislative issues when the need arises. The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been identified, and added or estimated as appropriate. Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. #39-1566865 $127,243

Return Reference

Explanation

Schedule C supplemental information

Schedule C Part II-B Line 1i: Wheaton Franciscan Healthcare was part of a controlled group of healthcare organizations through late in the fiscal year, when most of the entities were transferred to new parent organizations. These entities were related through these respective dates, through a common parent organization, Wheaton Franciscan Services, Inc.. Certain entities within this controlled group engaged in limited lobbying activities that benefited each organization collectively. For calendar year 2015, Wheaton Franciscan Healthcare employed two individuals whose responsibilities included oversight and management of lobbying activities for these organizations the Senior Vice President of Strategic Initiatives and the Director of Government Relations and Advocacy. The Senior Vice President provided strategic oversight for the department and participated in visits with key elected officials when appropriate. The Director provides on-the-ground support, served as the first point of contact for elected officials, and executed on legislative lobbying activities that supported the strategic interests of the organization. These lobbying activities approximated 50% of total annual salary for the Director and no more than 20% for the Senior Vice President. A benefits factor of 25% was added, and the total was allocated amongst the organizations that received the benefit of these services. The lobbying activities included advocacy efforts related to public policy proposals such as: changes to Medicare and Medicaid funding; federal or state legislation that may impact the organization; participating in and coordinating visits with elected officials at all levels of government (local, state and federal); mobilizing grassroots efforts on behalf of the organization on issues of interest; coordinating advocacy activities in conjunction with relevant trade associations; and providing internal awareness on specific state related legislative issues when the need arises. The portion of direct expenses related to annual employee business travel to Washington DC or other locations, in order to lobby for issues important to healthcare providers and patients, have been included if applicable. Finally, any trade association dues containing a percentage portion allocable to lobbying activities, has been identified, and added or estimated as appropriate. Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. #39-1566865 $127,243

Schedule C (Form 990 or 990EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

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? ...........

Yes No

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? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

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.

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)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

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" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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' on 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 ...	0	5,250,000		5,250,000
b	Buildings	0	25,200,000	455,025	24,744,975
c	Leasehold improvements	0	11,700	2,600	9,100
d	Equipment ...	0	126,711,421	8,806,256	117,905,165
e	Other ...	0	1,815,000	72,486	1,742,514
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					149,651,754

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on 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
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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
(1)INVESTMENT MIDWEST ORTHOPEDIC	38,773,810	C
(2)INVESTMENT WF HOLDINGS	18,650,000	C
(3)INVESTMENT WF ENTERPRISES	128,604	C
(4)INVESTMENT FRANKLIN ORTHO JV	18,821,483	C
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	76,373,897

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) AR AFFILIATED ORGANIZATIONS				479,446,521
(2) NONCURRENT AWUL				224,779,843
(3) OTHER LONG TERM ASSETS				987,581
(4) TOTAL PREPAID AND OTHER				14,769,176
(5) INVESTMENT IN UNCOMBINED AFFIL				44,876
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				720,027,997

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
ACCTS PAYABLE AFFILIATED ORGS	628,692,921
PENSION MIN PER FASB 87	243,542,586
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	872,235,507
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) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) 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
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

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

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	16,479		16,479	0.010 %
b	Medicaid (from Worksheet 3, column a) . . . . .	2,299,824	38,195	2,261,629	0.710 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	2,316,303	38,195	2,278,108	0.720 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	861,169		861,169	0.270 %
f	Health professions education (from Worksheet 5) . . .	8,545		8,545
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .	74,940		74,940	0.020 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	737,503		737,503	0.230 %
j	Total. Other Benefits . .	1,682,157		1,682,157	0.520 %
k	Total. Add lines 7d and 7j .	3,998,460	38,195	3,960,265	1.240 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015

Schedule H (Form 990) 2015

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.

		(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	10,798	10,798	0.020 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total	10,798	10,798	0.020 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

651,067

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

3,626,981

Enter Medicare allowable costs of care relating to payments on line 5.....

3,777,432

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-150,451

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %
1MOSH	Orthopedic Hospital	50 %	0 %	50 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2015

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 (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)					Other (Describe)	Facility reporting group
1	MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL 10101 S 27TH STREET 2ND FLOOR FRANKLIN,WI53132 HTTP://WWW.MYMOSH.COM 1070 (WI)	X	X	X	ORTHOPEDIC ORTHOPEDIC ROTATION	1

Schedule H (Form 990) 2015

Page 4

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)

	MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

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 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 15

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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE NARRATIVES FOR FULL URL

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE NARRATIVES FOR FULL URL

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

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)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, 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) 2015

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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 included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.% and FPG family income limit for eligibility for discounted care of 400.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE NARRATIVES FOR FULL URL

The FAP application form was widely available on a website (list url):

SEE NARRATIVES FOR FULL URL

A plain language summary of the FAP was widely available on a website (list url):
SEE NARRATIVES

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

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 all of the actions the hospital facility or other authorized party may take upon non-payment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2015

Page 6

Part VFacility Information (continued)

	MIDWEST ORTHOPEDIC SPECIALTY HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility or other authorized 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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

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.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that
can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2015

Page 7

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Schedule H Part V SUPPLEMENTAL INFORMATION	Schedule H Part V Section B Line 3j: Midwest Orthopedic Specialty Hospitals Community Health Needs Assessment Report and Meeting our Community Needs provide additional detailed information in response to many of the Schedule H questions on our Community Health Needs Assessment and Implementation Plan. These reports can be directly accessed at the URLs provided below. Schedule H Part V Section B Line 5: Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership which includes Aurora Health Care, Childrens Hospital of Wisconsin, Columbia St. Marys Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 1,967 telephone interviews were completed between March 16 and July 14, 2015 for Milwaukee County including 1,200 interviews during the same timeframe for the City of Milwaukee; 400 telephone interviews were completed between February 2 and February 23, 2015 for Waukesha County; and 1,967 telephone interviews were completed between February 2 and March 3, 2015 for Racine County including 400 interviews during the same timeframe for the City of Racine. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of organizations that provided input are listed below. Each of these organizations serves the medically underserved, low-income, and minority populations. United Way of Greater Milwaukee City of Milwaukee Health Department North Shore Health Department Milwaukee County of Health and Human Services Childrens Health Alliance of Wisconsin North Shore Health Department United Community Center The Faye McBeath Foundation AIDS Resource Center of Wisconsin Community Services for Childrens Hospital and Health System Childrens Hospital of Wisconsin Wisconsin Department of Public Health Services Greater Milwaukee Foundation Milwaukee Common Council Wauwatosa Health Department Helen Bader Foundation Black Health Coalition of Wisconsin Medical College of Wisconsin Institute for Health and Society West Allis and West Milwaukee Health Department South Milwaukee Health Department UW-Milwaukee Joseph J. Zilber School of Public Health YWCA Milwaukee Hales Corners Health Department Medical Society of Milwaukee County Oak Creek Health Department Greenfield Health Department Saint Francis Health Department Greendale Health Department UNCOM (United Neighborhood Centers of Milwaukee Milwaukee Oral Health Task Force Columbia St. Marys Milwaukee Health Care Partnership Lindsay Heights Health Alliance Community Advocates Cudahy Health Department YMCA of Metro Milwaukee Latino Health Coalition Boys and Girls Club of Greater Milwaukee Staff Housing Authority of the City of Milwaukee Residents from Parklawn and Highland Gardens Schedule H Part V Section B Line 6a: For all our hospital facilities, our community health needs assessment was conducted with the following other hospital facilities: Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, and Froedtert Health. Schedule H Part V Section B Line 6b: Milwaukee Health Care Partnership which includes the following partners: Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health, Progressive Community Health Centers, Milwaukee Health Service, Inc., Sixteenth Street Community Health Centers, Medical College of Wisconsin, City of Milwaukee Health Department, Milwaukee County Department of Health & Human Services, Wisconsin Department of Health Services, The Medical Society of Milwaukee County, The Milwaukee Free Clinic Community Collaborative, Wisconsin Statewide Health Information Network (WISHIN), Wisconsin Hospital Association, Wisconsin Primary Health Care Association. Schedule H Part V Section B Line 7a: Midwest Orthopedic Specialty Hospital - http://www.mywheaton.org/app/files/public/4333/2016-chna-report-midwest-or thopedic-specialty-hospital.pdf Schedule H Part V Section B Line 7d: Several reports applicable to our Wisconsin Hospital Facilities are available at the Milwaukee Health Care Partnerships (MHCP) website at http://mkehcp.org/publications. MHCP is a public / private consortium dedicated to improving health care coverage, access, and care coordination for underserved populations in Milwaukee County, with the goals of improving health outcomes, eliminating disparities, and reducing the total cost of care. Schedule H Part V Section B Line 10a: Midwest Orthopedic Specialty Hospital - http://www.mywheaton.org/app/files/public/4323/2016-chna-implementation-pl an-midwest-orthopedic-specialty-hospital.pdf Schedule H Part V Section B Line 11: Using the CHNA completed in June 2013, the hospital developed, adopted, and worked on executing a three-year Implementation Strategy to address priority community health needs. The following summarizes how the hospital is addressing the priority health needs in the CHNA: -Improving Access to Specialty Orthopedic Care by: o Continue participating in Operation Walk with goal to increase the number of patients who can benefit from the program each year. o Continue donating time and resources for athletic training at area high schools. o Participate in the triathlete program o Provide community education regarding spine and joint pain. Based on the CHNA completed in June 2016, the hospital developed and adopted, a three-year Implementation Strategy to address priority community health needs. The following summarizes how the hospital will address the priority health needs in the June 2016 Implementation Strategy: -Access to Healthcare o Provide community education and resources for athletic training at area high schools. o Offer orthopedic community education. While our organization understands the importance of meeting all of the needs of the community, an in depth assessment was completed in which the key leaders involved with work within MOSH were able to identify the needs that would be most impacted by the site. The top health needs identified by MOSH leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: Coverage: MOSH feels that this significant need is outside of our scope of services. We are committed to focusing efforts on providing access to care to those within our community regardless of their coverage. We will continue to support other initiatives regarding this need in a secondary capacity when necessary. Mental and Behavioral Health: While MOSH understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on Mental and Behavioral Health. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants named the following existing strategies in the county to address mental health: inpatient and outpatient mental health services; increased bullying awareness; housing first strategy; community behavioral health redesign is underway; Milwaukee Center for Independence programming that manages medication and re-integrates people with mental health issues into the community, jobs, and housing; crisis intervention training for employees; efforts within schools and school-community partnerships; mental and behavioral health task forces; implementing trauma informed care; and more mental health providers are being added in the community. Alcohol and Drug Use: While MOSH understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on alcohol and drug use. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants indicated a number of organizations across sectors are already addressing these issues by providing services, and education is in place within the schools. Specific strategies named include needle exchange and Sharps collection programs, public campaigns and media coverage of the issues, prescription drug drop off locations, the Wisconsin Prescription Drug Monitoring Program (PDMP), medication lock boxes sold at cost, the Community Health Improvement Plan, and community capacity building. We are committed to supporting these efforts in a secondary capacity as necessary. Injury and Violence: MOSH feels that this significant need is outside of our scope of services. During the community h

Schedule H (Form 990) 2015

Page 8

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) 2015

Page 9

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

Schedule H Part VI SUPPLEMENTAL INFORMATION

Schedule H Part 1 Line 6a: The Ascension Sponsor sends an annual report to the Vatican in Rome and this is the report we shared with our Bishops this year. As we have become focused on our Wisconsin integration efforts joining Wheaton Franciscan Health Care with Ministry Health Care and Columbia St. Marys, and given the different reporting systems in those different health care systems, a public version of an annual report was not published this year. Schedule H Part 1 Line 7: Community Benefit amounts are compiled using total actual costs per the hospitals managerial accounting system in use, which includes all patient segments including inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, Medicare HMO, uninsured, and self-pay patients. Medicare is reported using the most recently filed cost report at the time the Annual Report and related community benefit information is published. Due to a system reorganization that included a transfer to Ascension Health of all Wheaton Franciscan Healthcare Southeast Wisconsin operations, an annual report of community benefit information was not published this year. However, internal community benefit amounts were determined for external reporting purposes. Amounts are summarized using a software application recommended by the Catholic Health Association because it has the ability to provide the information in a format suitable for Schedule H presentation. Wheaton Franciscan Healthcare also voluntarily reports community benefit information in Wisconsin by making the information readily available on certain websites, and reporting the information to the Wisconsin Hospital Association. Please note that Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. has reported the community benefit related to its 50% interest in Midwest Orthopedic Specialty Hospital, a hospital organization, in addition to its own community benefit. So although 50% of the hospitals community benefit has been reported on this filers 990, the denominator in the community benefit percentage has used only Wheaton Franciscan Healthcare Southeast Wisconsins expenses, causing the overall percentage of community benefit reported on Line 7 to appear slightly overstated. Schedule H Part 1 Line 7 Column f: Wheaton Franciscan Healthcare organizations follow guidelines established by the Catholic Health Association, who recommends that bad debt expense not be included in community benefit amounts. As a result of this applied methodology, a total amount $289,567 of bad debt has not been included in the denominator of the calculation that determines the percentages reported on Schedule H Line 7 Column f. Please also see additional narrative disclosure supporting Schedule H Part III Section A Lines 1-4. Schedule H Part 1 Line 7g: In the Southeast Wisconsin region, physician clinics are operated by a separate legal entity and are therefore not included in Community Benefit amounts on hospital 990s. Schedule H Part III Section A Lines 1-4: It is the practice of Wheaton Franciscan Healthcare to record actual bad debt expense for each organization at the time the amount due is determined to be uncollectible, and thus written off. With the onset of presumptive care, practices are now in place to retroactively determine a patients eligibility under Wheatons Charity Care Policy, and remove those amounts from bad debt expense in order to correctly show these patients as charity care. Wheaton Franciscan Healthcares position is therefore that none of the patients resulting in uncollectible accounts would have qualified as charity care patients as this determination is made at the time of admission, and corrective action is taken based on presumptive care. Bad debt expense is only determined after many months of collection efforts, and for this reason Part III Section A Line 3 is reported at zero. Additionally, since the organization follows guidelines established by the Catholic Health Association and the Wisconsin Hospital Association, Wheaton Franciscan Healthcare does not include any form of bad debt expense in its annual reporting of community benefit amounts. Because Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. has a 50% interest in Midwest Orthopedic Specialty Hospital, a hospital facility, this Schedule H also reports one half of bad debt amounts reported by the hospital for the calendar year ending December 31, 2015, the year that falls within our fiscal year end reporting year. This amount of bad debt has been added only to Schedule H Part III Line 2, and not in the core form expense section. For June 30, 2016, Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. had bad debt expense of $287,567. Midwest Orthopedic Specialty Hospital reported $727,000 in actual bad debt expenses for the calendar year ending December 31, 2015, $363,500 of which passes through to SE WI for a total bad debt amount reported of $651,067. Schedule H Part III Section B Line 6-8: Schedule H Part III Section B Line 6 reports allowable costs of care as taken from the most recently filed Medicare cost report available at the time the Community Benefit Report is published. The Medicare cost report calculates its allowable total costs based on applicable Medicare regulations. Medicare and Medicaid cost is determined using individual cost center cost-to-charge ratios. This cost to charge ratio is determined using all payer cost and all payer charges. The cost to charge ratio is applied to the actual Medicare and Medicaid charges to determine the Medicare and Medicaid cost. WFH - SE WI, Inc. has a 50% interest in Midwest Orthopedic Specialty Hospital, a hospital facility that has a different year end for cost reporting. As such, this 990 reports 50% of the Medicare shortfall or surplus figure using the cost reporting period for calendar year 2015, the year that falls within our fiscal reporting year ending June 30, 2016. This organization has adopted the cost and charge practices as recommended by the Catholic Health Association and the Wisconsin Hospital Association as applicable, and therefore, does not count any Medicare shortfall numbers in its annual reporting of Community Benefit amounts. Schedule H Part III Section C Line 9b: Wheaton Franciscan Healthcare has a policy that outlines all collection practices for patients who are known to qualify for government programs and for our charity care program. We make every attempt to assist the patient in enrolling in government insurance plans or our own charity care program allowing for free or discounted care. If the patient does not qualify for any type of aid or charity care, declines to establish a reasonable payment plan or pay the liability, the patient will be moved into a bad debt status, and the account is sent to a collection agency. This does not occur before the patient has received several notices and a final written warning. Schedule H Part VI Line 2: Wheaton Franciscan Healthcare and Midwest Orthopedic Specialty Hospital assess the needs of the communities they serve by reviewing admission and discharge data, analyzing information from the community health departments and other community leaders, and by aligning our services with the Healthy People 2020 and other current year initiatives. Wheaton Franciscan Healthcare hospital facilities, including Midwest Orthopedic Specialty Hospital, complete a Community Health Needs Assessments and Implementation Plans every three years; please reference Schedule H Part V Section B Lines 1-12 for additional information. Schedule H Part VI Line 3: Wheaton Franciscan Healthcare hospital facilities, including Midwest Orthopedic Specialty Hospital, provide its patients with several opportunities to gain knowledge and awareness of its Community Care (Charity Care/Financial Assistance) program. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as: patient admitting and registration areas in both inpatient and outpatient settings, physician offices, and emergency departments. Additionally, brochures describing the policy are available upon request in the same locations and on Wheaton Franciscan Healthcares, as well as Midwest Orthopedic Specialty Hospitals website. The policy is also discussed at the time of registration or pre-registration, upon admission, and again at discharge for all inpatient procedures. Schedule H Part VI Line 4: Please see detailed information provided at Schedule H Part V Section B Lines 1-12 and Part VI Line 5 Schedule H Part VI Line 5: Wheaton Franciscan Healthcare Southeast Wisconsin (Milwaukee, Wisconsin) As the regional parent organization for the Milwaukee and Racine entities, Wheaton Franciscan Healthcare Southeast Wisconsin provides support for all organizations throughout the system by providing services such as Finance, Accounting, Administrative, Purchasing, Human Resou

Schedule H (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number
39-1568865

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) WFH TERRACE AT ST FRANCIS INC 3200 SOUTH 20TH STREET MILWAUKEE,WI53225	39-1486775	501(c)(3)	912,120	FMV	EQUITY TRANSFER
(2) WFH PHARMACY ENT and FRAN WOODS INC 19525 W NORTH AVE BROOKFIELD,WI53005	39-1613624	501(c)(3)	5,478,294	FMV	EQUITY TRANSFER
(3) SET MINISTRY INC 2977 N 50TH STREET MILWAUKEE,WI53210	39-1618277	501(c)(3)	9,536	FMV	DONATION
(4) OSF SERVICES INC PO BOX 667 WHEATON,IL601870667	39-1471463	501(c)(3)	2,545,250	FMV	DONATION
(5) AMERICAN CANCER SOCIETY N19W24350 RIVERWOOD DR PEWAUKEE,WI53072	41-0724036	501(c)(3)	9,500	FMV	DONATION
(6) UNITED WAY OF GREATER MILWAUKEE 225 WEST VINE STREET MILWAUKEE,WI53207	39-0806190	501(c)(3)	412,500	FMV	DONATION
(7) YMCA OF METRO MILWAUKEE 161 W WISCONSIN AVE STE 4000 MILWAUKEE,WI53203	39-0806314	501(c)(3)	7,500	FMV	DONATION
(8) ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 10005 W BLUE MOUND ROAD MILWAUKEE,WI53226	39-6077242	501(C)(3)	19,500	FMV	DONATION
(9) AMERICAN LUNG ASSOCIATION OF WISCONSIN 13100 W LISBON RD 700 BROOKFIELD,WI53005	20-4392201	501(C)(3)	13,000	FMV	DONATION
(10) NATIONAL MULTIPLE SCLEROSIS SOCIETY WI 1120 JAMES DRIVE HARTLAND,WI53029	39-1139220	501(C)(3)	10,000	FMV	DONATION
(11) OAK CREEK PUBLIC LIBRARY FOUNDATION 8620 S HOWELL AVE OAK CREEK,WI53154	45-5169633	501(c)(3)	25,000	FMV	DONATION
(12) ELMBROOK YOUTH HOCKEY ASSC PO BOX 2094 BROOKFIELD,WI53008	39-1726681	501(c)(3)	7,500	FMV	DONATION
(13) FRANKLIN PUBLIC SCHOOL DISTRICT 8255 WEST FOREST HILL AVENUE FRANKLIN,WI53132	39-6025583	501(c)(3)	25,300	FMV	DONATION
(14) YOUNG MEN'S CHRISTIAN ASSOCIATION OF RACINEWI 725 LAKE AVENUE RACINE,WI53403	39-0807254	501(C)(3)	6,000	FMV	DONATION
(15) CROATIAN EAGLES SOCCER CLUB 9140 SOUTH 76TH STREET FRANKLIN,WI53132	39-1917395	501(C)(3)	6,000	FMV	DONATION
(16) WISCONSIN STATEWIDE HEALTH INFORMATION NETWORK INC 5510 RESEARCH PARK DRIVE MADISON,WI53711	27-4344294	501(C)(3)	31,157	FMV	DONATION

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference

Explanation

SCHEDULE I SUPPLEMENTAL INFORMATION

Schedule I Part I Line 2 Wheaton Franciscan Healthcare maintains files and records to manage the decision-making and award process for organizations that it provides community sponsorship dollars to. Decisions are made by a Community Sponsorship Committee with leaders who hold positions in Diversity, Strategic Planning, Mission Services, Marketing and Philanthropy. The Committee generally strives to sponsor organizations that have missions that align with the mission, vision and values of Wheaton Franciscan Healthcare. The committee also looks for certain other criteria when deciding which organizations will receive contributions, including but not limited to supporting healthcare related activities within the Southeast Wisconsin, Iowa, and Illinois markets, supporting programming that work to further diversity and cultural competency, aligning with other WFH business relationships or service lines, supporting student academic achievement or workforce development initiatives, and finally, supporting environmental green initiatives. Leaders periodically meet with representatives of sponsored organizations to discuss objectives including how dollars will be spent. Additionally, Wheaton Franciscan Healthcare may, at a later date, ask for documentation in order to monitor that funds were spent for their intended purpose. Currently, confirmation letters are sent to sponsored organizations when award dollars are given, that confirm the dollar amount awarded and the intended purpose, with a request that the recipient acknowledge receipt of the funds in written correspondence. Files are maintained in the Organizational Change and Leadership Performance Department to include copies of letters of request, award and denial letters, additional documentation if requested, and acknowledgement receipts from sponsored organizations.

Schedule I (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .........

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? ..

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization?

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization?

Any related organization? .........................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on 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 ............

Were any amounts reported on 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 .............................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2015

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 on 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 in column(B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Ronald BoeckerVP Facilities	(i) (ii)	169,359 ------------- 0	49,800 ------------- 0	749 ------------- 0	16,485 ------------- 0	25,222 ------------- 0	261,615 ------------- 0	0 ------------- 0
2Susan BolandPresident, South Market	(i) (ii)	0 ------------- 444,213	0 ------------- 198,000	0 ------------- 13,098	0 ------------- 63,318	0 ------------- 15,233	0 ------------- 733,862	0 ------------- 0
3Brenda BowersSr VP Org Change & Leader Dev	(i) (ii)	0 ------------- 306,197	0 ------------- 150,800	0 ------------- 15,947	0 ------------- 43,588	0 ------------- 17,293	0 ------------- 533,825	0 ------------- 0
4Mark CharbogianVP Lab Services	(i) (ii)	163,131 ------------- 0	56,200 ------------- 0	1,909 ------------- 0	30,074 ------------- 0	23,096 ------------- 0	274,410 ------------- 0	0 ------------- 0
5Pankaj Dhingra MDDirector	(i) (ii)	0 ------------- 390,958	0 -------------	0 ------------- 942	0 ------------- 19,963	0 ------------- 29,329	0 ------------- 441,192	0 ------------- 0
6Coreen Dicus-JohnsonSr VP Physician and Revenue Op	(i) (ii)	0 ------------- 424,715	0 ------------- 242,900	0 ------------- 12,139	0 ------------- 54,985	0 ------------- 27,367	0 ------------- 762,106	0 ------------- 0
7David Engstrand MDDirector	(i) (ii)	0 ------------- 487,272	0 ------------- 6,250	0 ------------- 3,535	0 ------------- 14,261	0 ------------- 32,871	0 ------------- 544,189	0 ------------- 0
8Wayne FrangeschSr VP Human Resources	(i) (ii)	0 ------------- 335,897	0 ------------- 169,400	0 ------------- 9,222	0 ------------- 48,004	0 ------------- 25,604	0 ------------- 588,127	0 ------------- 0
9Vince GallucciChief Marketing Officer Ascens	(i) (ii)	0 ------------- 331,964	0 ------------- 119,912	0 ------------- 12,218	0 ------------- 0	0 ------------- 16,083	0 ------------- 480,177	0 ------------- 0
10Patricia Golden DODirector	(i) (ii)	0 ------------- 252,191	0 -------------	0 ------------- 449	0 ------------- 22,614	0 ------------- 20,233	0 ------------- 295,487	0 ------------- 0
11James GreshamSr VP Continuing Care Services	(i) (ii)	0 ------------- 242,120	0 ------------- 89,500	0 ------------- 21,039	0 ------------- 121,300	0 ------------- 3,865	0 ------------- 477,824	0 ------------- 0
12Rita Hanson-Melzer MDSystem Chief Medical Officer	(i) (ii)	0 ------------- 447,175	0 ------------- 219,500	0 ------------- 12,638	0 ------------- 63,129	0 ------------- 26,508	0 ------------- 768,950	0 ------------- 0
13Sarah HerzogSr VP General Counsel WFHC / C	(i) (ii)	0 ------------- 341,539	0 ------------- 189,300	0 ------------- 12,382	0 ------------- 43,560	0 ------------- 28,242	0 ------------- 615,023	0 ------------- 0
14Michael LeporeSr VP and Chief Administrative	(i) (ii)	0 ------------- 468,151	0 ------------- 310,000	0 ------------- 29,589	0 ------------- 48,356	0 ------------- 19,668	0 ------------- 875,764	0 ------------- 0
15Timothy LeSage MDDirector	(i) (ii)	0 ------------- 674,260	0 ------------- 0	0 ------------- 1,233	0 ------------- 24,772	0 ------------- 5,484	0 ------------- 705,749	0 ------------- 0
16John Lopez MDDirector	(i) (ii)	0 ------------- 228,265	0 ------------- 0	0 ------------- 717	0 ------------- 22,240	0 ------------- 29,288	0 ------------- 280,510	0 ------------- 0
17Thomas Mahn MDDirector	(i) (ii)	0 ------------- 402,490	0 ------------- 0	0 ------------- 3,254	0 ------------- 20,045	0 ------------- 32,928	0 ------------- 458,717	0 ------------- 0
18Mark Meier MDDirector	(i) (ii)	0 ------------- 466,530	0 ------------- 0	0 ------------- 5,960	0 ------------- 19,680	0 ------------- 29,676	0 ------------- 521,846	0 ------------- 0
19Yata NaigowRegistered Nurse	(i) (ii)	194,766 ------------- 0	0 ------------- 0	52 ------------- 0	10,104 ------------- 0	430 ------------- 0	205,352 ------------- 0	0 ------------- 0
20Abigail Navti-AbongwaVP Revenue Cycle Operations	(i) (ii)	195,322 ------------- 0	64,700 ------------- 0	448 ------------- 0	24,072 ------------- 0	4,096 ------------- 0	288,638 ------------- 0	0 ------------- 0
21John OliverioChair - Director	(i) (ii)	0 ------------- 1,016,542	0 ------------- 1,204,600	0 ------------- 1,512,568	0 ------------- 113,538	0 ------------- 67,159	0 ------------- 3,914,407	0 ------------- 0
22Donald Roach MDDirector	(i) (ii)	0 ------------- 206,920	0 ------------- 0	0 ------------- 1,519	0 ------------- 21,158	0 ------------- 19,802	0 ------------- 249,399	0 ------------- 0
23Therese RocoleSr VP Mission Services WFHC /	(i) (ii)	0 ------------- 205,094	0 ------------- 91,400	0 ------------- 10,729	0 ------------- 55,152	0 ------------- 6,669	0 ------------- 369,044	0 ------------- 0
24Tracy RogersChief Operating Officer Ascens	(i) (ii)	0 ------------- 165,225	0 ------------- 0	0 ------------- 1,603	0 ------------- 0	0 ------------- 6,386	0 ------------- 173,214	0 ------------- 0
25Steven Ryder MDDirector	(i) (ii)	0 ------------- 559,930	0 ------------- 0	0 ------------- 1,128	0 ------------- 25,810	0 ------------- 21,484	0 ------------- 608,352	0 ------------- 0
26Ann SaqrVP Marketing	(i) (ii)	177,320 ------------- 0	56,700 ------------- 0	1,038 ------------- 0	20,982 ------------- 0	10,920 ------------- 0	266,960 ------------- 0	0 ------------- 0
27Celia ShaughnessyChief HR Officer Ascension WI	(i) (ii)	0 ------------- 215,361	0 ------------- 74,487	0 ------------- 6,383	0 ------------- 0	0 ------------- 21,651	0 ------------- 317,882	0 ------------- 0
28Bernie SherrySenior VP Ascension WI	(i) (ii)	0 ------------- 514,226	0 ------------- 195,251	0 ------------- 45,905	0 ------------- 49,950	0 ------------- 24,976	0 ------------- 830,308	0 ------------- 0
29Gregory SmithSr VP and Chief Info Officer	(i) (ii)	0 ------------- 348,462	0 ------------- 185,000	0 ------------- 328,021	0 ------------- 121,485	0 ------------- 32,159	0 ------------- 1,015,127	0 ------------- 0
30Jonathan SohnSr VP and CFO, WFHC / CFO Asce	(i) (ii)	0 ------------- 481,735	0 ------------- 318,300	0 ------------- 17,479	0 ------------- 76,964	0 ------------- 30,577	0 ------------- 925,055	0 ------------- 0
31Debra StandridgePresident - North Market	(i) (ii)	0 ------------- 476,398	0 ------------- 236,500	0 ------------- 16,753	0 ------------- 69,344	0 ------------- 23,471	0 ------------- 822,466	0 ------------- 0
32Julie SwiderskiSenior VP Strategic Initiative	(i) (ii)	0 ------------- 234,809	0 ------------- 140,900	0 ------------- 15,776	0 ------------- 36,004	0 ------------- 34,302	0 ------------- 461,791	0 ------------- 0

Schedule J (Form 990) 2015

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

Schedule J-Supplemental Information

Schedule J Part I Line 4b: Wheaton Franciscan Services, Inc., established the Wheaton Franciscan Services, Inc. Non-Qualified Benefit Restoration Plan to provide selected employees with certain benefits which they are unable to receive under the qualified plan because of limitations on such qualified plans under Sections 401(a)(17) and 415(b) of the Internal Revenue Code. This Plan is intended to satisfy the short-term deferral exception under Code Section 409(a). Accordingly, the Participant's Plan accruals are calculated as of the last day of each Plan Year and paid as a taxable distribution to the Participant in that Plan Year. At this time, there are two long-term senior officials who are eligible for benefits under the plan, and under this plan, John Oliverio, Chief Executive Officer, received a 2015 taxable payout of $1,487,537.

Schedule J (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No
(1) BROOKFIELD SURG INVSTS	See Part V	PURCHASE OF MOB		X	586,070	222,086		No		No	Yes









Total ............... $						222,086

Part III

Grants or Assistance Benefiting 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) 2015

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	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference

Explanation

Schedule L Pt II SUPPLEMENTAL INFORMATION

Dr. David Engstrand is an approx 20% owner in Brookfield Surgical Investments, an organization that holds a 27% ownership interest in Covenant Buildings, an entity that is indirectly owned by Wheaton Franciscan Healthcare - Southeast WI (WFH - SE WI) through their ownership of Wheaton Franciscan Enterprises, an organization that holds a 27% interest in Covenant Buildings LLC. WFH - SE WI provided a loan (through Covenant Buildings) to Brookfield Surgical Investments for the purchase of a medical office building in order to generate rental income. Since a portion of the debt owed by Brookfield Surgical Investments is attributable to Dr. Engstand as an owner, this loan is being disclosed.

Schedule L (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE N
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Liquidation, Termination, Dissolution, or Significant Disposition of Assets

Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.

Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet

Attach to Form 990 or 990-EZ.
bullet

Information about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number
39-1568865

Part I

Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed. Click to see attachment

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

Did or will any officer, director, trustee, or key employee of the organization:

Become a director or trustee of a successor or transferee organization? .........................

Become an employee of, or independent contractor for, a successor or transferee organization? .....................

Become a direct or indirect owner of a successor or transferee organization? .....................

Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........

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) (2015)

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

Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III .............

Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? ......

If "Yes," did the organization provide such notice? .....................

Did the organization discharge or pay all of its liabilities in accordance with state laws? .....................

Did the organization have any tax-exempt bonds outstanding during the year? .....................

If "Yes" on line 6a, 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?

If "Yes" on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" on line 6b, 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" on 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

Net Asset Transfer

03-01-2016

355,889,160

BOOK VALUE

31-1662309

ASCENSION HEALTH
101 S HANLEY STE 200
ST LOUIS,MO63105

501(C)(3)

Yes

Did or will any officer, director, trustee, or key employee of the organization:

Become a director or trustee of a successor or transferee organization? .....................

Yes

Become an employee of, or independent contractor for, a successor or transferee organization? .....................

Yes

Become a direct or indirect owner of a successor or transferee organization? .....................

Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? .....................

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) (2015)

Schedule N (Form 990 or 990-EZ) (2015)

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

SCHEDULE N SUPPLEMENTAL INFORMATION

Schedule N Part II Lines 2a-2b: Effective March 1, 2016, Wheaton Franciscan Services, Inc. transferred their membership in Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. and subsidiaries to Ascension Health. As a result of this transfer, the existing board members and officers continued to serve in their former capacity through the end of the reporting period. A newly organized Ascension Wisconsin board was formed after the close of the current reporting period, and many individuals continued to serve under the new board structure. Additionally, a substantial reorganization is currently in process, and many senior leaders were transferred (job title and payroll) to Ascension Health organizations prior to the end of the reporting year, with remaining employees transferring effective January 1, 2017.

Schedule N (Form 990 or 990-EZ) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

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 990-EZ 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

2015

Open to Public
Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

Return Reference

Explanation

Schedule O supplemental information

Part IV Lines 12a-12b and Part XII Lines 2a-2c: Effective March 1, 2016, Wheaton Franciscan Healthcare organizations in the SE WI region were transferred to Ascension Health. As such, all SE WI organization have been included in the consolidated Ascension audit report for the period March 1, 2016 June 30, 2016, and we have therefore answered NO, YES accordingly. Part V Line 1a and Part VII Section B Line 1-2: Wheaton Franciscan Healthcare streamlined their reporting of IRS Forms 1099-MISC so that most 1099-MISC are now reported using the FEIN number of the parent organization or of a related organization. The actual expense continues to be paid by, or transferred to, the individual entity which is normally a subsidiary or related organization to the organization(s) issuing the 1099. For this reason, the reader may notice on some 990s that there are top 5 independent contractors reported, but no 1099s are reported. Likewise on the 990s of the organization(s) reporting number of 1099s, there may be a disproportionate share of 1099s reported as compared with the actual expenses and top 5 independent contractors reported. Part VI Section A Line 4: The organizations Articles and Bylaws were amended effective March 1, 2016 to reflect the transition of sponsorship of Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and its subsidiaries to Ascension Health. Additionally, effective January 2016, Felician Services, Inc. withdrew as the sponsoring member of SE WI. Part VI Section A Line 6-8b: Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. had two classes of members which held several reserved powers over the entity. Effective March 1, 2016, the corporate member withdrew and corporate membership was transferred to Ascension Health in which reserved powers were vested. These reserved powers include, but are not limited to, the election of members of the governing body, including the election of the board chair, the appointment and removal of the CEO and also any Hospital President of its subsidiaries, and approval of certain financial expenditures. Part VI Section B Lines 11a and 11b: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 used a multiple-level review process on all IRS Forms 990 to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Departments in each region prepare Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by a Senior-Level (or higher) associate in the Finance Department, who focuses on income statement and balance sheet items, and schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Finance, the return is provided to the Tax Department, where the Tax Manager concentrates primarily on consistency of reporting between all returns, accuracy of tax related information, and narrative explanation of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule H or Schedule J may be reviewed by committees, such as the Community Benefit Team or the Compensation Committee in selected years. The board has also asked for formal presentations on various 990 topics over the years. This decision will vary from year to year, again based on many factors. Once all levels of review have been completed, the Tax Manager (or the designated employee in the applicable region) will schedule an appointment with the signer of the 990. This is normally a Senior Vice President or CFO of the applicable region, who will perform an additional, normally high level review prior to signing the return. Once signed, the return is cleared to provide to members of the Board of Directors, who at a later date but prior to efiling, are provided access to all 990s throughout their assigned region via an online portal. Additionally, as a courtesy, any individual who is listed on any 990 as a reportable individual will also receive access to the portal, where they can view the 990 if they so choose, prior to it being filed with the IRS. Part VI Section B Lines 12a 12c: The organization has a Conflict of Interest policy which states that if at any time, an officer or a director become aware that the board may discuss or act upon any transaction or arrangement which may have any bearing of any kind upon, or may relate in any manner to, a financial interest of the individual, the financial interest must be disclosed. All associates of the organization must disclose a potential conflict of interest any time one arises. The disclosures are reviewed and a determination is made as to whether a conflict of interest exists and how it might be managed. Additionally, as part of an annual process, conflict of interest questionnaires are sent out to all Officers, Directors, and other individuals in key positions using software designed to capture this information. The responses are analyzed in order to determine information on potential conflicts, as well as information on business and family relationships and other disclosures required to be made on IRS Forms 990. Responses to these questions are reviewed by the Vice President of Compliance and the Manager of Tax Compliance, and follow up action, if any, is documented within the software. Non-responders are reminded of their outstanding disclosure requirement automatically through the software system. Responses to questions continue to be reviewed and documented throughout this time period. Approximately 1 month prior to the filing deadline of IRS Form 990, responses to date are compiled. Any response requiring disclosure is entered into the information return. The remaining non responder names are determined, and a letter, along with the actual Conflict of Interest Policy, is sent to the Chairperson of each board. The letter lists current non responders, as well as any Officer or Board member that has disclosed a financial interest that might pose a potential conflict of interest. Depending upon the nature of the financial interest and work done by the board, several actions may be considered first, the board member with a financial interest would need to voluntarily excuse him or herself from the deliberations and/or voting on such a matter. If not, the board may, if necessary, determine that the subjects financial interest was an actual conflict of interest, in which case the board member would be informed by the board Chairperson that he or she would not be allowed to vote in any such matters due to this real or perceived conflict of interest. Minutes of the board meeting would document this decision process, and reflect whatever action(s) are ultimately taken. The board chairperson is also required to discuss with non responders the repercussions of not responding, and require the board member to complete the annual conflict of interest disclosure questions before being allowed to continue in any board matters. If the board member refuses, the Chairperson has the authority to determine the appropriate action, including, but not limited to prohibiting them from participating in deliberations, preventing them from voting, and/or removing them as a board member. Part VI Section B Line 16a and 16b: Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. participated in several joint ventures in furtherance of its exempt activities. Wheaton Franciscan Healthcare has several policies that govern entering into joint venture relationships and all governing documents of such joint ventures do include one or more safeguards to protect the tax-exempt status of Wheaton Franciscan Healthcare Southeast Wisconsin, Inc. Part VI Section C Line 19: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 provided upon request certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws. During fiscal 2016, all ministries were transferred to new parent organizations and all organizations are currently working on policy review and implementation in order to adopt and streamline existing policies to those of the new parent. Part VII Column B: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 operated as a controlled group of related healthcare organizations. As such, many employees who are at the Director leve

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

WHEATON FRANCISCAN HEALTHCARE - SOUTHEAST
WISCONSIN INC

Employer identification number

39-1568865

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) WHEATON FRANCISCAN MED EQUIP TEAM LLC 3070 NORTH 51ST STREET STE 406 MILWAUKEE,WI53210 39-1906167	MEDICAL EQUIP	WI	1,527,797	72,475	WFH-SE WI
(2) WHEATON FRANCISCAN HLTHCR NETWORK LLC 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53209 38-3955660	PRVDR CONTRCT	WI	0	0	WFH-SE WI
(3) FRANKLIN Med Office Bldg LLC 7400 West Rawson Ave Franklin,WI53132 39-1903791	REAL ESTATE	WI	489,984	3,720,031	WFH-SE WI

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?
(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	Yes	No
(1)Wheaton Franciscan Services Inc (4) 26 W 171 ROOSEVELT RD WHEATON,IL60187 36-3262111	PARENT CORP	IL	501(c)(3)	11 - III-FI	NA		No
(2)Ascension Health Alliance (2) PO Box 45998 St Louis,MO63145 45-3358926	National Heal	MO	501(c)(3)	11-I	NA		No
(3)Ascension Health (2) PO Box 45998 St Louis,MO63145 31-1662309	National Heal	MO	501(c)(3)	11-I	Ascension He		No
(4)WFH - All Saints Inc (2) 3801 SPRING STREET RACINE,WI53405 39-1264986	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI	Yes
(5)WFH - All Saints Foundation Inc (2) 3805B SPRING STREET RACINE,WI53405 39-1570877	FOUNDATION	WI	501(c)(3)	11 - I (7)	WFH-AS INC		No
(6)Vlntrs in Pnrshp w WFH-All Saints (2) 3807 SPRING STREET RACINE,WI53405 93-0838390	FOUNDATION	WI	501(c)(3)	11 - III-NF	WFH-AS INC		No
(7)WFH - Circle of Life Foundation (2) 4300 WEST BROWN DEER RD STE 250 BROWN DEER,WI53223 56-2426294	FOUNDATION	WI	501(c)(3)	11 - I	WFH-PE		No
(8)WF Home Health & Hospice Inc (2) 3070 NORTH 51ST STREET STE 406 MILWAUKEE,WI53210 39-1559428	HOME HLTH	WI	501(c)(3)	3	WFH-SE WI	Yes
(9)WF Medical Group Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 39-1791586	MED GROUP	WI	501(c)(3)	3	WFH-SE WI	Yes
(10)WF - Elmbrook Memorial Fndn Inc (2) 19333 WEST NORTH AVENUE BROOKFIELD,WI53045 39-2028808	FOUNDATION	WI	501(c)(3)	11 - I	WF INC		No
(11)WF Laboratories Inc (2) 3237 SOUTH 16TH STREET MILWAUKEE,WI53215 39-1701402	LABORATORY	WI	501(c)(3)	9	WFH-SE WI	Yes
(12)WFH - Pharmacy Ent & Fran Woods (2) 19525 WEST NORTH AVENUE BROOKFIELD,WI53005 39-1613624	PHARMACY	WI	501(c)(3)	9	WFH-SE WI	Yes
(13)WFH - St Francis Inc (2) 3237 SOUTH 16TH STREET MILWAUKEE,WI53215 39-0907740	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI	Yes
(14)WF - St Joseph Foundation Inc (2) 5000 WEST CHAMBERS STREET MILWAUKEE,WI53210 39-1636804	FOUNDATION	WI	501(c)(3)	11 - I	WF INC		No
(15)Wheaton Franciscan Inc (2) 5000 WEST CHAMBERS STREET MILWAUKEE,WI53210 39-0816857	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI	Yes
(16)WFH - Fndn for St Francis & Franklin (2) 3237 SOUTH 16TH STREET MILWAUKEE,WI53215 32-0135258	FOUNDATION	WI	501(c)(3)	11 - I	WFH-SFH		No
(17)WFH - Elmbrook Memorial Auxiliary (2) 19333 WEST NORTH AVENUE BROOKFIELD,WI53045 39-6068950	AUXILIARY	WI	501(c)(3)	11 - III-FI	WF INC		No
(18)WFH - Terrace at St Francis Inc (2) 3200 SOUTH 20TH STREET MILWAUKEE,WI53215 39-1486775	NURSING HOME	WI	501(c)(3)	9	WFH-SE WI	Yes
(19)WFH - Franklin Inc (2) 10101 SOUTH 27TH STREET FRANKLIN,WI53132 56-2592868	HOSPITAL	WI	501(c)(3)	3	WFH-SE WI	Yes
(20)Metro Physicians Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 94-3436893	MED GROUP	WI	501(c)(3)	3	WFMG		No
(21)Marianjoy Inc (1) 26 W 171 ROOSEVELT RD WHEATON,IL60187 36-3483589	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI		No
(22)Marianjoy Foundation Inc (1) 26 W 171 ROOSEVELT RD WHEATON,IL60187 35-2165613	FOUNDATION	IL	501(c)(3)	7	MJ HOSP		No
(23)Marianjoy Rehab Center Auxiliary (1) 26 W 171 ROOSEVELT RD WHEATON,IL60187 36-3896976	AUXILIARY	IL	501(c)(3)	11 - I	MJ HOSP		No
(24)Marianjoy Rehab Hospital & Clinics (1) 26 W 171 ROOSEVELT RD WHEATON,IL60187 36-2680776	REHAB HOSPITA	IL	501(c)(3)	3	MARIANJOY		No
(25)Rehabilitation Medicine Clinic (1) 26 W 171 ROOSEVELT RD WHEATON,IL60187 36-3236791	MEDICAL GRP	IL	501(c)(3)	3	MARIANJOY		No
(26)WF Sisters Fndn (fka OSF) (4) (6) PO Box 667 WHEATON,IL601870667 39-1471463	HOLDING CO	WI	501(c)(3)	11 - III-FI	WFSI		No
(27)Canticle Ministries Inc (4) (7) PO Box 667 WHEATON,IL601870667 36-4091836	HOUSING/ADVCY	IL	501(c)(3)	7	OSF SVCS INC		No
(28)Fran Sisters Charitable Fund of CO (5) 2626 OSCEOLA STREET DENVER,CO80212 84-0733072	AUXILIARY	CO	501(c)(3)	7	OSF SVCS INC		No
(29)SET Ministry Inc (9) 2977 NORTH 50TH STREET MILWAUKEE,WI53210 39-1618277	SOCIAL WORK	WI	501(c)(3)	9	OSF SVCS INC		No
(30)St Catherines Hospital Inc (4) (26) 9555 76TH STREET PLEASANT PRAIRIE,WI53158 39-0855075	HOSPITAL	WI	501(c)(3)	3	OSF SVCS INC		No
(31)UHS Inc (4) (8) (26) 6308 EIGHTH AVENUE KENOSHA,WI53143 39-1956749	HOSPITAL	WI	501(c)(3)	3	NONE		No
(32)Upendo Village NFP (4) PO Box 667 WHEATON,IL601870667 33-1007368	HIV SUPPORT	IL	501(c)(3)	9	OSF SVCS INC		No
(33)WF Healthcare - Iowa Inc (3) 3421 WEST NINTH STREET WATERLOO,IA50702 42-1177001	HOLDING CO	IA	501(c)(3)	11 - III-FI	WFSI		No
(34)Covenant Foundation Inc (3) 3421 WEST NINTH STREET WATERLOO,IA50702 42-1295784	FOUNDATION	IA	501(c)(3)	9	COV MED CTR		No
(35)Covenant Medical Center Inc (3) 3421 WEST NINTH STREET WATERLOO,IA50702 42-1264647	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA		No
(36)Mercy Hospital of Fran Sisters Inc (3) 3421 WEST NINTH STREET WATERLOO,IA50702 42-1178403	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA		No
(37)NE Iowa Real Estate Invsts (3) 3421 WEST NINTH STREET WATERLOO,IA50702 42-1207432	HOLDING CO	IA	501(c)(2)	N/A	WFH-IOWA		No
(38)Sartori Health Care Foundation Inc (3) 3421 WEST NINTH STREET WATERLOO,IA50702 42-1240996	FOUNDATION	IA	501(c)(3)	11 - I	SARTORI HOSP		No
(39)Sartori Memorial Hospital Inc (3) 515 COLLEGE STREET CEDAR FALLS,IA50613 42-0758901	HOSPITAL	IA	501(c)(3)	3	WFH-IOWA		No
(40)Franciscan Ministries Inc (4) 26W171 ROOSEVELT ROAD WHEATON,IL601870667 36-3259684	HOLDING CO	IL	501(c)(3)	11 - III-FI	WFSI		No
(41)Assisi Homes - Batavia Aprtmnts (4) 1259 EAST WILSON STREET BATAVIA,IL60510 36-3914084	HOUSING	IL	501(c)(3)	9	FMI		No
(42)Assisi Homes - Colony Park Inc (4) 550 EAST THORNHILL DRIVE CAROL STREAM,IL60188 36-4039278	HOUSING	IL	501(c)(3)	9	FMI		No
(43)Assisi Homes - Cnstn House Inc (4) 401 NORTH CONSTITUTION DRIVE AURORA,IL60506 36-4049150	HOUSING	IL	501(c)(3)	9	FMI		No
(44)Assisi Homes - Jefferson Court Inc (4) 415 EAST KNAPP STREET MILWAUKEE,WI53202 39-1771526	HOUSING	WI	501(c)(3)	9	FMI		No
(45)Assisi Homes - Kenosha Inc (4) 1860 27TH AVENUE KENOSHA,WI53140 39-1814815	HOUSING	WI	501(c)(3)	9	FMI		No
(46)Assisi Homes - Saxony Inc (4) 1876 22ND AVENUE KENOSHA,WI53140 39-1790498	HOUSING	WI	501(c)(3)	9	FMI		No
(47)Assisi Homes of Gurnee Inc (4) 3495 WEST GRAND AVENUE GURNEE,IL60031 36-3942336	HOUSING	IL	501(c)(3)	9	FMI		No
(48)Assisi Homes of Illinois Inc (4) 2126 WEST ROOSEVELT ROAD WHEATON,IL60187 36-3803443	HOUSING	IL	501(c)(3)	9	FMI		No
(49)Assisi Homes of Neenah Inc (4) 210 BYRD AVENUE NEENAH,WI54946 36-3767250	HOUSING	WI	501(c)(3)	9	FMI		No
(50)Canticle Place Inc (4) 26W171 ROOSEVELT ROAD WHEATON,IL601870667 36-3957850	HOUSING	IL	501(c)(3)	9	FMI		No
(51)Catherine Marian Housing Inc (4) 806 SOUTH WISCONSIN AVENUE RACINE,WI53403 39-1657098	HOUSING	WI	501(c)(3)	9	FMI		No
(52)Clare Gardens Inc (4) 2626 OSCEOLA STREET DENVER,CO80212 23-7200039	HOUSING	CO	501(c)(3)	9	FMI		No
(53)Clare of Assisi Homes - Westminster (4) 2451 WEST 82ND PLACE WESTMINSTER,CO80031 74-2740978	HOUSING	CO	501(c)(3)	9	FMI		No
(54)Dayspring Villa Inc (4) 3777 WEST 26TH AVENUE DENVER,CO80211 36-3933908	HOUSING	CO	501(c)(3)	9	FMI		No
(55)Francis Heights Inc (4) 2626 OSCEOLA STREET DENVER,CO80212 84-0626174	HOUSING	CO	501(c)(3)	9	FMI		No
(56)Franciscan Ministries Comm Fndn (4) (27) 26W171 ROOSEVELT ROAD WHEATON,IL601870667 36-4456204	FOUNDATION	IL	501(c)(3)	11 - I	FMI		No
(57)Marian Housing Center Inc (4) 4105 SPRING STREET RACINE,WI53405 39-1515867	HOUSING	WI	501(c)(3)	9	FMI		No
(58)Marian Park Inc (4) 2126 WEST ROOSEVELT ROAD WHEATON,IL60187 36-2750105	HOUSING	IL	501(c)(3)	9	FMI		No
(59)Ridgeway Place Inc (4) 155 EAST RIDGEWAY AVENUE WATERLOO,IA50702 42-1416064	HOUSING	IA	501(c)(3)	9	FMI		No
(60)Villa Maria Inc (4) 2461 WEST 82ND PLACE WESTMINSTER,CO80031 84-1347868	HOUSING	CO	501(c)(3)	9	FMI		No
(61)Alexandria Manor Inc (4) (24) 600 East Jackson St Unit M-50 Alexandria,IN46001 47-5177987	HOUSING	IN	501(c)(3)	9	FMI		No
(62)Indianapolis Manor 1 Inc (4) (10) 7950 Harcourt Rd Indianapolis,IN46260 47-5178092	HOUSING	IN	501(c)(3)	9	FMI		No
(63)Kokomo Manor Inc (4) (11) 510 Elk Dr Kokomo,IN46902 47-5189624	HOUSING	IN	501(c)(3)	9	FMI		No
(64)Indianapolis Manor 2 Inc (4) (12) 1840 Perkins Ave Indianapolis,IN46203 47-5178185	HOUSING	IN	501(c)(3)	9	FMI		No
(65)Paducah Ministries 1 Inc (4) (13) 650 College Ave 77 Paducah,KY42001 47-5203278	HOUSING	KY	501(c)(3)	9	FMI		No
(66)Princeton Ministries 4 Inc (4) (14) 655 Grace Court Princeton,KY42445 47-5202983	HOUSING	KY	501(c)(3)	9	FMI		No
(67)Richardson Ministries Inc (4) (15) 500 Rockingham Lane Richardson,TX75080 47-5202868	HOUSING	TX	501(c)(3)	9	FMI		No
(68)Effingham Ministries Inc (4) (16) 512 Hendelmeyer Effingham,IL62401 47-5190275	HOUSING	IL	501(c)(3)	9	FMI		No
(69)Moline Ministries 1 Inc (4) (17) 4201 22nd Street Moline,IL61265 47-5216971	HOUSING	IL	501(c)(3)	9	FMI		No
(70)Moline Ministries 2 Inc (4) (18) 4201 22nd Street Moline,IL61265 47-5217175	HOUSING	IL	501(c)(3)	9	FMI		No
(71)Lake Wales Ministries Inc (4) (19) 504 South 4th Street Lake Wales,FL33853 47-5190723	HOUSING	FL	501(c)(3)	9	FMI		No
(72)Pendleton Ministries 2 Inc (4) (20) 950 Cherry St G-1 Pendleton,SC29670 47-5247951	HOUSING	SC	501(c)(3)	9	FMI		No
(73)Tucson Ministries Inc (4) (21) 4131 North Western Winds Drive Tucson,AZ85705 47-5239406	HOUSING	AZ	501(c)(3)	9	FMI		No
(74)Phoenix Ministries 3 Inc(4) (22) 7220 North 27th Ave Phoenix,AZ85051 47-5217326	HOUSING	AZ	501(c)(3)	9	FMI		No
(75)Davenport Ministries Inc (4) (23) 7218 Hillandale Rd Apt 1 Davenport,IA52806 47-5227048	HOUSING	IA	501(c)(3)	9	FMI		No
(76)Villa St Clare Inc (4) (25) 130 BYRD AVENUE NEENAH,WI54946 39-1769395	HOUSING	WI	501(c)(3)	9	FMI		No
(77)Assisi Homes - La Salle Manor Inc (4) 26W171 ROOSEVELT ROAD WHEATON,IL601890795 80-0623447	HOUSING	IL	501(c)(3)	9	FMI		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2015

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	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

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?
(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		Yes	No
(1) Wheaton Franciscan Enterprises Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 39-1985204	HOLDING CO	WI	WF HOLDINGS INC	C CORP					No
(2) Wheaton Franciscan Holdings Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 39-1836357	HOLDING CO	WI	WFH-SE WI	C CORP	0	13,508,721	100.000 %	Yes
(3) WFMG - Sussex Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 39-1361100	MED GROUP	WI	WF HOLDINGS INC	C CORP					No
(4) Wheaton Franciscan Prov Network Inc (2 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 39-1952140	PROVIDER CONTRACT	WI	WFH-SE WI	C CORP	18,270	166,716	100.000 %	Yes
(5) FMOB Condo Assoc Inc (2) 400 WEST RIVER WOODS PARKWAY GLENDALE,WI53212 34-1983857	CONDO MGMT	WI	FMOB LLC	C CORP	0	0	81.000 %	Yes
(6) Wheaton Way Condo Owners Assoc Inc (2) 10101 SOUTH 27TH STREET FRANKLIN,WI53132 30-0659830	CONDO ASSCN	WI	WFH-FRKLN	C CORP					No
(7) Wheaton Franciscan Insurance Company (4) PO BOX 69 GT GEORGETOWN,GRAND CAYMAN CJ 98-0691609	FINANCIAL	UK	WFSI	Other					No

Schedule R (Form 990) 2015

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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
(1) WFH-TERRACE AT ST FRANCIS INC	B	912,120	FMV
(2) WFH-PHARMACY ENT AND FRAN WOODS INC	B	5,478,294	FMV
(3) WHEATON FRANCISCAN INC	P	80,871,564	FMV
(4) WFH-ST FRANCIS INC	P	33,334,080	FMV
(5) WFH-FRANKLIN INC	P	10,319,830	FMV
(6) WFH-ALL SAINTS INC	P	61,389,836	FMV
(7) WFH-PHARMACY ENT AND FRAN WOODS INC	P	3,280,608	FMV
(8) WHEATON FRAN HOME HEALTH & HOSPICE INC	P	1,278,864	FMV
(9) WHEATON FRANCISCAN MEDICAL GROUP INC	P	20,743,164	FMV
(10) WHEATON FRANCISCAN LABORATORIES	O	6,632,732	FMV

Schedule R (Form 990) 2015

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2015

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference

Explanation

Schedule R Supplemental Information

(1) Effective March 1, 2016, organizations in the Marianjoy region were transferred from Wheaton Franciscan Services, Inc. to Northwestern Memorial Healthcare, and as a result, ceased to be related as of this date. (2) Effective March 1, 2016, organizations in the Southeast Wisconsin region were transferred from Wheaton Franciscan Services, Inc. to Ascension Health, and as a result, new organizations became related as of this date. (3) Effective May 1, 2016, organizations in the Iowa region were transferred from Wheaton Franciscan Services, Inc. to Mercy Health Network, and as a result of the SE WI transfer to Ascension Health, ceased to be related as of March 1, 2016. (4) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation and as a result, ceased to be related as of this date. (5) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation and were considered unrelated as of this date. Simultaneously with this transfer, Wheaton Franciscan Sisters Foundation, Inc. was removed as the corporate sponsor of Franciscan Sisters of Colorado, Inc., and the organization continued independently. (6) Effective May 4, 2016, O.S.F. Services, Inc. changed its legal name to Wheaton Franciscan Sisters Foundation, Inc. (7) Effective June 9, 2016, Canticle Ministries, Inc. was dissolved, and as such, this will be it's final 990 and the final year it will be reported as a related organization through March 1, 2016. (8) UHS, Inc. is listed without a direct controlling entity because of the two organizations with an interest, KHMC Community Board and Wheaton Franciscan Sisters Foundation, Inc., neither can appoint a majority of the board, and since KHMC is not an entity (it is a community board), neither body "controls". (9) Effective March 1, 2016, organizations in the Wheaton Franciscan Services, Inc. and Wheaton Franciscan Sisters Foundation, Inc. region were transferred to Wheaton Franciscan Sisters Corporation and ceased to be considered related as of this date. Effective December 31, 2016 (after the close of the current reporting year), Wheaton Franciscan Sisters Foundation, Inc. was removed as the corporate sponsor of S.E.T Ministries, Inc., and future of the organization is unknown until a new corporate sponsor is determined. (10) Indianapolis Manor 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective November 5, 2015. (11) Kokomo Manor, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 4, 2016. (12) Indianapolis Manor 2, Inc. was incorporated on September 25, 2015 and was granted exempt status effective November 5, 2015. (13) Paducah Ministries 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 15, 2016. (14) Princeton Ministries 4, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 21, 2016. (15) Richardson Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective January 15, 2016. (16) Effingham Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective December 21, 2015. (17) Moline Ministries 1, Inc. was incorporated on September 25, 2015 and was granted exempt status effective April 6, 2016. (18) Moline Ministries 2, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 30, 2016. (19) Lake Wales Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective January 7, 2016. (20) Pendleton Ministries 2, Inc. was incorporated on September 29, 2015 and was granted exempt status effective May 12, 2016. (21) Tucson Ministries, Inc. was incorporated on September 25, 2015 and was granted exempt status effective February 3, 2016. (22) Phoenix Ministries 3, Inc. was incorporated on September 25, 2015 and was granted exempt status effective March 16, 2016. (23) Davenport Ministries, Inc. was incorporated on September 29, 2015 and was granted exempt status effective January 15, 2016. (24) Alexandria Manor, Inc. was incorporated on September 25, 2015 and was granted exempt status effective February 2, 2016. (25) Effective January 31, 2016, assets of Villa St. Clare, Inc. were sold to an unrelated party, and the entity will subsequently be dissolved. (26) Effective November 1, 2016 (after the close of the current reporting year), a 25% ownership percentage in UHS, Inc. was transferred from Wheaton Franciscan Sisters Foundation, Inc. to UHS, Inc. making them 100% owner of St Catherine's Hospital, Inc. and United Hospital System, Inc. With the transfer of the SE WI organizations to Ascension Heatlh, the organizations under UHS, Inc. ceased to be considered related as of March 1, 2016. (27) Effective December 22, 2016 (after the close of the current reporting year), Franciscan Ministries Community Foundation, Inc. was dissolved. With the transfer of the SE WI organizations to Ascension Health, this organization ceased to be considered related as of March 1, 2016. (28) Effective 07/01/2015, Wheaton Franciscan Healthcare - St Francis, Inc. transferred its 80% membership interest in Franklin Medical Office Building LLC to Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc., making Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. the sole member of the LLC.

Schedule R (Form 990) 2015

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