TY 2021 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JACOBSON CATHERINE...................................................................... DIRECTOR & CEO/PRESIDENT	48.00 ................. 2.00	X	X	3,449,724	418,859
(2) BEHL MARK...................................................................... DIRECTOR & EVP/FH COO	48.00 ................. 2.00	X		1,424,699	200,708
(3) BECHTHOLD KURT D...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(4) BERKES MARY BETH...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(5) BLOCK BRUCE T...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(6) CHINI MARC...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(7) CLARKE ROBERT...................................................................... DIRECTOR (STARTED 7/21)	1.00 ................. 0.00	X		0	0
(8) CROSBY GRADY...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(9) DEBBINK DIRK...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(10) FORD DEBORAH...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(11) JAVERI GOKHALE ADITI...................................................................... DIRECTOR (STARTED 12/21)	1.00 ................. 0.00	X		0	0
(12) LUBAR DAVID J...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(13) MECKLENBURG GARY A...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(14) OLIVIERI JOSE...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(15) PRINCE JOAN PHD...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(16) SCHLIFSKE JOHN E...................................................................... DIRECTOR (TERMED 12/21)	1.00 ................. 0.00	X		0	0
(17) STANEK MARY ELLEN...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) FREDRICK JACQUELYN........................................................................ DIRECTOR & BOD CHAIR	1.00 .......................0.00	X	X				0	0
(19) SNYDER JUDSON........................................................................ DIRECTOR & BOD V.CHAIR	1.00 .......................0.00	X	X				0	0
(20) HAWIG SCOTT........................................................................ TREASURER	50.00 .......................0.00		X				1,769,083	229,005
(21) MARQUARDT AMY........................................................................ SECR & SR VP CHIEF LEGAL OFF	50.00 .......................0.00		X				1,071,872	165,877
(22) HUMPHREY ERIC........................................................................ FH SR VP/CHIEF HR OFFICER	50.00 .......................0.00			X			1,129,401	156,333
(23) CONLEY ERIC........................................................................ FMLH PRESIDENT	5.00 .......................45.00			X			1,040,593	178,101
(24) ERICSON ALLEN........................................................................ CHD PRESIDENT	5.00 .......................45.00			X			1,014,073	159,822
(25) WEBB DIXON RICHELLE........................................................................ FMLH COO	50.00 .......................0.00			X			815,669	153,360
(26) KLAUCK JAMES........................................................................ SR VP ANCILLARY SVCS	50.00 .......................0.00			X			741,315	138,283
(27) LUX TERESA........................................................................ CHD COO	5.00 .......................45.00			X			755,254	120,025
(28) JACOB SONY........................................................................ FH CIO	50.00 .......................0.00			X			688,224	132,904
(29) TRUWIT JONATHON........................................................................ ENTERPRISE CHIEF MEDICAL OFF	50.00 .......................0.00				X		2,161,032	149,094
(30) OLSON DAVID........................................................................ SR VP & CHIEF STRATEGY OFF	50.00 .......................0.00				X		1,157,813	169,723
(31) LODES MARK........................................................................ VP-POP HEALTH & MED ED	50.00 .......................0.00				X		992,765	107,365
(32) BASILOTTO STEPHEN........................................................................ FH SR VP/CHIEF EXPERIENCE OFF	50.00 .......................0.00				X		856,067	150,845
(33) CEELEN JOHN........................................................................ PAST SR VP FINANCE	50.00 .......................0.00				X		794,630	22,804
(34) BALZER JOHN........................................................................ FORMER - KEY EMP (VP FAC PLAN)	50.00 .......................0.00					X	440,609	31,246
(35) MCCLELLAN NINA........................................................................ FORMER - KEY EMP (FH CIO)	50.00 .......................0.00					X	165,927	4,132

(A) Name and business address	(B) Description of services	(C) Compensation
MEDICAL COLLEGE OF WI 8701 WATERTOWN PLANK ROAD MILWAUKEE,WI53226	PROFESSIONAL SERVICE	253,378,594
RIGHTSOURCING INC PO BOX 515743 LOS ANGELES,CA900515118	PROFESSIONAL SERVICE	29,534,034
MILWAUKEE REGIONAL MEDICAL CENTER-FLIGHT 2661 AVIATION ROAD WAUKESHA,WI53188	PROFESSIONAL SERVICE	18,449,838
MA MORTENSON 115 S 84TH ST SUITE 400 MILWAUKEE,WI53214	PROFESSIONAL SERVICE	11,151,408
RYAN COMPANIES US INC 533 S THIRD ST SUITE 100 MINNEAPOLIS,MN55415	PROFESSIONAL SERVICE	10,590,375
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 176

- TIN:

SCHEDULE A
(Form 990)

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

FROEDTERT HEALTH INC

Employer identification number

39-2014409

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 12, 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).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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 ...............................4

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 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) FROEDTERT MEMORIAL LUTHERAN HOSPITAL	396105970	3	Yes		427,110,379	0
(B) COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS	390987025	3	Yes		38,348,040	0
(C) ST JOSEPH'S COMMUNITY HOSPITAL	390806302	3	Yes		19,005,388	0
(D) F&MCW COMMUNITY PHYSICIANS	272042610	3		No	51,934,937	0
Total 4					536,398,744	0

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

Cat. No. 11285F

Schedule A (Form 990) 2021

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 5 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 2021 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2021. 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—2020. 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—2021. 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—2020. 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) 2021

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 on 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 5 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 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. 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—2020. 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) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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.

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) .

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

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 on 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 on 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.

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) 2021

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2021

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 (explain in Part VI). 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 0.015 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 0.035	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) 2021

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

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
PART-IV LINE-SECTION A LINE 1	DESCRIPTION OF HOW SUPPORTED ORGANIZATIONS ARE DESIGNATED: FROEDTERT HEALTH, INC., HAS FOUR SUPPORTED ORGANIZATIONS. FROEDTERT MEMORIAL LUTHERAN HOSPITAL, COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, AND ST. JOSEPH'S COMMUNITY HOSPITAL ARE LISTED BY NAME AS SUPPORTED ORGANIZATIONS IN FROEDTERT HEALTH, INC.'S BYLAWS. FROEDTERT HEALTH, INC. IS A MEMBER OF FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS, INC. (CP), A PHYSICIAN ORGANIZATION WITH WHICH FROEDTERT HEALTH, INC. HAS HAD A HISTORIC AND CONTINUING RELATIONSHIP. THIS HISTORIC AND CONTINUING RELATIONSHIP IS DEMONSTRATED BY THE FACT THAT FROEDTERT HEALTH, INC. HAS SUPPORTED CP BY PERFORMING VARIOUS FUNCTIONS FOR AND ON BEHALF OF CP, FURTHERING CP'S EXEMPT CHARITABLE HEALTH CARE ACTIVITIES. THIS CLOSE BUSINESS RELATIONSHIP BETWEEN FROEDTERT HEALTH, INC. AND CP OVER THE YEARS HAS RESULTED IN A SUBSTANTIAL IDENTITY OF INTERESTS BETWEEN THE TWO ORGANIZATIONS.
PART-IV LINE-SECTION D LINE 3	ROLE THE ORGANIZATION'S SUPPORTED ORGANIZATIONS PLAYED IN INVESTMENT POLICY: THE SUPPORTED ORGANIZATIONS OF FROEDTERT HEALTH, INC. EACH HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION AND IN THE USE OF FROEDTERT HEALTH, INC.'S INCOME AND ASSETS. THE SUPPORTED ORGANIZATIONS HAVE A COMMONALITY OF MANAGEMENT WITH FROEDTERT HEALTH, INC. AND THEREFORE, FROEDTERT HEALTH, INC. IS RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATIONS.
PART-IV LINE-SECTION E LINE 3A	ORGANIZATION HAS POWER TO APPOINT OR ELECT GOVERNING PERSONS: FROEDTERT HEALTH, INC. HAS THE POWER TO APPOINT OR ELECT A MAJORITY OF OFFICERS, DIRECTORS, OR TRUSTEES OF ITS SUPPORTED ORGANIZATIONS. IN THE CASE OF CP, FROEDTERT HEALTH, INC. APPOINTS 50% OF THE CP BOARD AND FROEDTERT HEALTH, INC. MAINTAINS A NUMBER OF RESERVED POWERS WITH RESPECT TO THE OPERATIONS OF CP.
PART-IV LINE-SECTION E LINE 3B	ROLE PLAYED IN MANAGEMENT OF POLICIES, PROGRAMS, & ACTIVITIES: FROEDTERT HEALTH, INC. EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. FROEDTERT HEALTH EMPLOYEES SERVE AS MEMBERS OF THE BOARDS OF THE SUPPORTED ORGANIZATIONS, AND FROEDTERT HEALTH ALSO HAS A NUMBER OF RESERVED POWERS OVER THE SUPPORTED ORGANIZATIONS. WITH RESPECT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, AND ST. JOSEPH'S COMMUNITY HOSPITAL, FROEDTERT HEALTH MAINTAINS THE RIGHT TO REMOVE THE PRESIDENT OF EACH ORGANIZATION AND APPROVE THE SUCCESSOR; APPROVAL RIGHTS REGARDING FINANCIAL MATTERS SUCH AS STRATEGIC PLANS, BUDGETS, DEBT OBLIGATIONS; APPROVAL RIGHTS OVER CHANGES TO EACH ORGANIZATION'S BYLAWS AND ARTICLES OF INCORPORATION; AND APPROVAL RIGHTS OVER DECISIONS WHICH MATERIALLY IMPACT THE ASSETS OF EACH ORGANIZATION. EACH OF THESE RESERVED POWERS IS IN FACT EXERCISED BY FROEDTERT HEALTH. IN REGARDS TO CP, FROEDTERT HEALTH HAS A 50% MEMBERSHIP INTEREST IN CP. FROEDTERT HEALTH APPOINTS 50% OF CP'S BOARD OF DIRECTORS. ONE OF THE FROEDTERT HEALTH'S APPOINTED BOARD MEMBERS SERVES AS EITHER THE CHAIRPERSON OF THE CP BOARD OF DIRECTORS OR THE VICE CHAIRPERSON OF THE BOARD OF DIRECTORS. FROEDTERT HEALTH HAS A NUMBER OF RESERVED POWERS WITH RESPECT TO CP WHICH INCLUDE THE RIGHT TO APPROVE FINANCIAL MATTERS SUCH AS STRATEGIC PLANS, OPERATING AND CAPITAL BUDGETS (AND MATERIAL DEVIATIONS THEREFROM) AND DEBT OBLIGATIONS; THE RIGHT TO APPROVE THE ENGAGEMENT OF AUDITORS; AND THE RIGHT TO NEGOTIATE AND EXECUTE MANAGED CARE CONTRACTS FOR AND ON BEHALF OF CP. IN ADDITION TO THESE SPECIFICALLY RESERVED AUTHORITIES, FROEDTERT HEALTH EQUALLY SHARES VARIOUS OTHER JOINT POWERS WITH THE OTHER 50% MEMBER WHICH INCLUDE THE APPROVAL OF GOVERNANCE RELATED MATTERS SUCH AS CHANGES TO CP'S BYLAWS AND ARTICLES OF INCORPORATION; APPROVAL OF THE MISSION AND GOALS OF CP ALONG WITH FINAL METRICS USED IN DETERMINING GOAL PERFORMANCE; APPROVAL OF ANY MERGER, DISSOLUTION AND CAPITAL ACQUISTION; AND APPROVAL OF THE APPOINTMENT OF CP'S PRESIDENT.

Schedule A (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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

FROEDTERT HEALTH INC

Employer identification number

39-2014409

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. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

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.

Cat. No. 50084S

Schedule C (Form 990) 2021

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) 2018	(b) 2019	(c) 2020	(d) 2021	(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) 2021

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|No

(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? ..........................................................

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

Yes

2,000

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

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

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

2,000

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
PART II-B, LINE 1:	SECTION PART II-B INCLUDED IS DIRECT STATE LOBBYING AND EXPENSES, AND A DEMINIMIS AMOUNT OF DIRECT FEDERAL LOBBYING.

Schedule C (Form 990) 2021

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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

FROEDTERT HEALTH INC

Employer identification number

39-2014409

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 7/25/06, 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 FASB 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 FASB 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 FASB 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) 2021

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

Term 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 .....	20,364,797		20,364,797
b	Buildings ....	68,065,716	13,120,353	54,945,363
c	Leasehold improvements	60,631,291	21,544,181	39,087,110
d	Equipment ....	245,842,110	157,435,311	88,406,799
e	Other .....	253,958,564	66,670,859	187,287,705
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				390,091,774

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other 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

Investments - Program 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)WI RENAL CARE GROUP	3,995,316	C
(2)FITNESS DEV ASSOC.	714,109	C
(3)MKE CTR FOR DIAGNOSTIC	7,576,157	C
(4)UPPER MW CONSOL	200,000	C
(5)REAL ESTATE VENTURES	6,332,050	C
(6)INVEST IN HEALTHECO	8,650,002	C
(7)MIDWEST DIALYSIS, LLC	10,157,091	C
(8)ACO	399,201	C
(9)NETWORK HEALTH PLAN	109,256,971	C
(10)HORIZON HOME CARE & HOSPICE	14,403,939	C
(11)NX LEVEL	569,543	C
(12)CIN	9,734,018	C
(13)FROEDTERT SOUTH	76,759,000	C
(14)NEW ENGLAND RE	100,000	C
(15)AVIA HOLDINGS	2,950,000	C
(16)XHEALTH	1,299,998	C
(17)RX REVU	250,000	C
(18)ABUNDUNT VENTURE	1,500,000	C
(19)HELUS/RX REVU	25,000	C
(20)CHARACTER VC	637,397	C
(21)LENA	90,000	C
(22)1EQ	244,314	C
(23)ARASCOPE	400,000	C
(24)SILVERCLOUD HEALTH	500,000	C
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	256,744,106

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)COLLATERAL HELD FOR SECURITIES				229,713,598
(2)SENIOR MANAGEMENT DEFERRED				40,540,970
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				270,254,568

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
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	465,427,613
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) 2021

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

PART IV, LINE 2B:

EXPLANATION OF ESCROW ACCOUNT LIABILITY ESCROW ACCOUNT LIABILITY CONSISTS OF FUNDS SEPARATELY DEPOSITED AND MAINTAINED WITH EXCEEDENT, LLC TO BE USED IN THIRD PARTY ADMINISTRATION OF HEALTH CARE CLAIMS.

PART X, LINE 2:

FROEDTERT HEALTH, INC. APPLIES ASC NO. 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC NO. 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC NO. 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. AS OF JUNE 30, 2022 AND 2021, FROEDTERT HEALTH DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization
FROEDTERT HEALTH INC

Employer identification number

39-2014409

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	1	0	INVESTMENTS	12,227,628
















3a	Sub-total ....	1	0		12,227,628
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	1	0		12,227,628

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021

Schedule F (Form 990) 2021

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2021

Schedule F (Form 990) 2021Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2021

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2021

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART III ACCOUNTING METHOD:

Schedule F (Form 990) 2021

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

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

FROEDTERT HEALTH INC

Employer identification number

39-2014409

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 25000.0000000000 %

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

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

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? . . . . . . . . .

Yes

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

Yes

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		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .			38,281	0	38,281	0 %
b	Medicaid (from Worksheet 3, column a) . . . . .			2,949,137	789,389	2,159,748	0.260 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .			0	0
d	Total Financial Assistance and Means-Tested Government Programs . . . . .			2,987,418	789,389	2,198,029	0.260 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	14	1,198	83,333	0	83,333	0.010 %
f	Health professions education (from Worksheet 5) . . .	1	15	50,064	0	50,064	0.010 %
g	Subsidized health services (from Worksheet 6) . . . .	0	0	0	0
h	Research (from Worksheet 7) .	0	0	0	0
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	6	2,657	70,429	0	70,429	0.010 %
j	Total. Other Benefits . .	21	3,870	203,826		203,826	0.030 %
k	Total. Add lines 7d and 7j .	21	3,870	3,191,244	789,389	2,401,855	0.290 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2021

Schedule H (Form 990) 2021

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development	1		1,748	1,748	0 %
3	Community support	1		14,891	14,891	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development	1	515	3,063	3,063	0 %
9	Other
10	Total	3	515	19,702	19,702	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

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

1,099,132

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).....

1,913,445

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

3,515,290

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

-1,601,845

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 %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2021

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?4Name, 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)
1	FH NEIGHBORHOOD HOSPITAL LLC - NB 4805 S MOORLAND RD NEW BERLIN,WI53151 HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO	X	X	X	DBA FROEDTERT COMMUNITY HOSPITAL NEW BERLIN
2	FH NEIGHBORHOOD HOSPITAL LLC - PEW 209 PEWAUKEE RD PEWAUKEE,WI53072 HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO	X	X	X	DBA FROEDTERT COMMUNITY HOSPITAL PEWAUKEE
3	FH NEIGHBORHOOD HOSPITAL LLC - OC 7901 S 6TH ST OAK CREEK,WI53154 HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO	X	X	X	DBA FROEDTERT COMMUNITY HOSPITAL OAK CREEK
4	FH NEIGHBORHOOD HOSPITAL LLC - MEQ 11421 N PORT WASHINGTON ROAD MEQUON,WI53092 HTTPS://WWW.FROEDTERT.COM/LOCATIONS/HO	X	X	X	DBA FROEDTERT COMMUNITY HOSPITAL MEQUON

Schedule H (Form 990) 2021

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)

	FH NEIGHBORHOOD HOSPITALS LLC
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?........................

Yes

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

Yes

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

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

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

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

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

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

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

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

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

Hospital facility’s website (list 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. ..............

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

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

If "Yes" (list 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) 2021

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FH NEIGHBORHOOD HOSPITALS LLC
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 250.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

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)

Was widely publicized 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):

WWW.FROEDTERT.COM/FINANCIAL-SERVICES

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

WWW.FROEDTERT.COM/FINANCIAL-SERVICES

A plain language summary of the FAP was widely available on a website (list url):
SAME AS 16A & B

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)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

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

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2021

Page 6

Part VFacility Information (continued)

Billing and Collections

	FH NEIGHBORHOOD HOSPITALS LLC
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

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

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

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

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

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

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)

Schedule H (Form 990) 2021

Page 7

Part VFacility Information (continued)

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

	FH NEIGHBORHOOD HOSPITALS LLC
Name of hospital facility or letter of facility reporting group

Yes

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 a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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) 2021

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
FH NEIGHBORHOOD HOSPITALS LLC	PART V, SECTION B, LINE 2: FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC, PART OF THE FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN HEALTH NETWORK, INCLUDES LOCATIONS IN MEQUON, NEW BERLIN, OAK CREEK AND PEWAUKEE. EACH LICENSED, ACCREDITED, ACUTE-CARE FACILITY PROVIDES HIGH-QUALITY CARE CLOSE TO HOME IN A SMALL-SCALE HOSPITAL SETTING AND FEATURES AN EMERGENCY DEPARTMENT, INPATIENT BEDS, LABORATORY, PHARMACY AND IMAGING SERVICES. FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN AND FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE BOTH OPENED IN NOVEMBER AND DECEMBER OF 2020. FROEDTERT COMMUNITY HOSPITAL- OAK CREEK OPENED IN JANUARY OF 2022 AND FROEDTERT COMMUNITY HOSPITAL- MEQUON OPENED IN FEBRUARY OF 2022. ALL FOUR HOSPITALS SHARE ONE EMPLOYER IDENTIFICATION NUMBER.AT THE TIME OF FILING THIS SCHEDULE H 990, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC WAS NOT REQUIRED TO CONDUCT AND APPROVE A COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY. A CHNA WILL BE CONDUCTED IN THE SUMMER AND FALL OF 2022 WITH APPROVAL OF THE CHNA IN MAY OF 2023 AND THE IMPLEMENTATION STRATEGY IN AUGUST OF 2023. HOWEVER, KEY PROGRAMS, STRATEGIES AND DEDICATED HOSPITAL RESOURCES INTENDED TO ADDRESS IDENTIFIED SIGNIFICANT COMMUNITY HEALTH NEEDS WERE IMPLEMENTED IN THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC SERVICE AREA. FROEDTERT HEALTH COMMUNITY ENGAGEMENT AND FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC HAVE DEDICATED EMPLOYEES AND BUDGETED FUNDS THAT WENT TOWARDS SERVING THE NEEDS OF THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC COMMUNITIES. COMMUNITY HEALTH EDUCATION AND OUTREACH PROGRAMS (CHRONIC DISEASE)FY2022 OUTCOMES/PROGRESS:- 210 INDIVIDUALS SERVED AT THE GRAFTON AND THIENSVILLE FARMER'S MARKETS.- 47 INDIVIDUALS WERE SERVED FOR THE ACTIVE PARKS PROGRAM IN OZAUKEE COUNTY.- ALL COMMUNITY EDUCATION CLASSES WERE VIRTUAL IN FY22. THERE WAS AN OVERALL TOTAL OF 622 PEOPLE SERVED WITH APPROXIMATELY 4 INDIVIDUALS SERVED FOR THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC.- ALL SUPPORT GROUPS WERE VIRTUAL IN FY22. THERE WAS AN OVERALL TOTAL OF 443 PEOPLE SERVED WITH APPROXIMATELY 3 INDIVIDUALS SERVED FOR THE FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC.COMMUNITY HEALTH EDUCATION AND OUTREACH PROGRAMS (BEHAVIORAL HEALTH) FY2022 OUTCOMES/PROGRESS:- 75 INDIVIDUALS WERE EDUCATED ABOUT SOCIAL ISOLATION AND LONELINESS AND 24 WERE SCREENED AT THE OZAUKEE COUNTY SENIOR CONFERENCE.- 602 INDIVIDUALS WERE SERVED FOR THE OZAUKEE COUNTY SCREEN FREE WEEK EVENT.DRUG COLLECTION (BEHAVIORAL HEALTH)AS PART OF OUR COMMITMENT TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY AND ADDRESS DRUG/HEROIN ADDICTION IN OUR COMMUNITIES, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN) PARTNERED WITH WAUKESHA COUNTY DRUG FREE COMMUNITIES COALITION, AND THE NEW BERLIN POLICE DEPARTMENT TO HOST A DRUG COLLECTION. FY 2022 OUTCOMES/PROGRESS: AT THE COLLECTIONS, AREA RESIDENTS DROPPED OFF 1,126 POUNDS OF PRESCRIPTION AND OVER-THE-COUNTER MEDICATIONS AND 644 AREA HOUSEHOLDS PARTICIPATED IN THE COLLECTION. THIS YEAR, LEADERS AND STAFF DEDICATED OVER 100 IN-KIND HOURS TO MAKE THE COLLECTIONS POSSIBLE. FLU CLINICS (CHRONIC DISEASE)FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN AND FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE OFFER FLU CLINICS FOR UNINSURED POPULATIONS.FY 2022 OUTCOMES/PROGRESS: - DURING THE FALL OF FISCAL YEAR 2022, 12 PEOPLE WERE IMMUNIZED AT THE NEW BERLIN FOOD PANTRY. THE CLINIC WAS STAFFED BY HOSPITAL PHARMACISTS AND SUPPORT STAFF WHO WERE CERTIFIED BY THE STATE TO ADMINISTER IMMUNIZATIONS. - DURING THE FALL OF FISCAL YEAR 2022, 11 PEOPLE WERE IMMUNIZED AT THE PEWAUKEE FOOD PANTRY. THE CLINIC WAS STAFFED BY HOSPITAL PHARMACISTS AND SUPPORT STAFF WHO WERE CERTIFIED BY THE STATE TO ADMINISTER IMMUNIZATIONS. SAFETY SATURDAYS/NATIONAL NIGHT OUT (INJURY)FY 2022 OUTCOMES/PROGRESS: - 360 INDIVIDUALS WERE SERVED FOR THE NEW BERLIN SAFETY SATURDAY EVENT.- 450 INDIVIDUALS WERE SERVED FOR NATIONAL NIGHT OUT IN OAK CREEK.HEALTH CARE CAREER EXPLORATION (WORKFORCE DEVELOPMENT)HIGH SCHOOL HEALTH CARE EXPLORATION ARE PROGRAMS THAT WE OFFER TO SHOWCASE HEALTHCARE CAREERS TO MIDDLE AND HIGH SCHOOL STUDENTS. PARTNERED WITH JUNIOR ACHIEVEMENT BY PROVIDING HEALTH CARE PROFESSIONALS TO SPEAK AT THEIR CAREER DAYS.FY 2022 OUTCOMES/PROGRESS:- FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN) PROVIDED INFORMATION ON HEALTH CARE CAREERS TO 156 JUNIOR ACHIEVEMENT STUDENTS AND 5 STAFF VOLUNTEERED THEIR TIME TO PROVIDE EDUCATION. - FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE) PROVIDED INFORMATION ON HEALTH CARE CAREERS TO 359 JUNIOR ACHIEVEMENT STUDENTS. 10 STAFF VOLUNTEERED THEIR TIME TO PROVIDE EDUCATION.- PROVIDED INTERNSHIPS AND PRECEPTOR PROGRAM GUIDANCE TO 15 NON-NURSING STUDENTSSEXUAL ASSAULT NURSE EXAMINER (SANE) AVAILABLE 24 HOURS A DAY (ACCESS TO CARE AND NAVIGATION/VIOLENCE)WHEN EMERGENCIES TAKE ON THE EVEN MORE TRAUMATIC ELEMENT OF SEXUAL ASSAULT, THE SPECIALLY TRAINED SANE PROGRAM STAFF HAS CREATED A SAFE HAVEN AT FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC FOR COMPREHENSIVE, COMPASSIONATE CARE. SANE STAFF ARE REGISTERED NURSES WITH ADVANCED TRAINING IN MEDICAL-FORENSIC EXAMINATION AND IN THE PSYCHOLOGICAL AND EMOTIONAL TRAUMA PATIENT'S EXPERIENCE. THEY CARE FOR VICTIMS OF ALL AGES, RACES AND POPULATIONS TO PROVIDE TIMELY EMOTIONAL SUPPORT. SANE NURSES ARE AVAILABLE TO SPEAK TO GROUPS AND ORGANIZATIONS. THEY ARE ALSO ABLE TO SERVE AS EXPERT WITNESSES IF CALLED TO TESTIFY AT A TRIAL. SERVICES PROVIDED:- PHYSICAL EXAMINATION AND WELLNESS CHECK - COLLECTION OF MEDICAL-FORENSIC EVIDENCE - ASSISTANCE WITH REPORTING THE CRIME TO POLICE, WHEN REQUESTED (MANDATORY REPORTING FOR CHILDREN) - ASSISTANCE WITH CONCERNS ABOUT SEXUALLY TRANSMITTED INFECTION AND PREGNANCY - ASSISTANCE WITH SAFETY PLANNING - DEVELOPMENT OF A MEDICAL FOLLOW-UP PLAN FY2022 OUTCOMES/PROGRESS:- SANE NURSES SCREENED 30 TOTAL PATIENTS AND PROVIDED REFERRALS AND CASE MANAGEMENT AFTER INITIAL CONSULTATION.- NEW BERLIN: 22; OAK CREEK: 5; PEWAUKEE: 3; MEQUON: 0DRIVESFY2022 OUTCOMES/PROGRESS:BLOOD DRIVE: 10 INDIVIDUALS DONATED BLOOD AT THE NEW BERLIN BLOOD DRIVE.HOLIDAY DRIVE: 22 ITEMS COLLECTED AT FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE & 30 ITEMS COLLECTED AT FROEDTERT COMMUNITY HOSPITAL- NEW BERLINHEALTHY SHELVES: OVER 300 ITEMS COLLECTED BY ALL FROEDTERT COMMUNITY HOSPITALS.
FH NEIGHBORHOOD HOSPITALS LLC	PART V, SECTION B, LINE 13B: IN ALIGNMENT WITH THE FROEDTERT HEALTH FINANCIAL ASSISTANCE POLICY FH NEIGHBORHOOD HOSPITALS LLC RESERVES THE RIGHT TO REVIEW EACH APPLICATION FOR FINANCIAL ASSISTANCE ON ITS OWN MERITS AND TO CONSIDER OTHER EXTENUATING CIRCUMSTANCES IN THE DECISION TO APPROVE OR DENY A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. THE APPLICANT'S GROSS FAMILY INCOME WILL BE DETERMINED USING MODIFIED ADJUSTED GROSS INCOME (MAGI). MODIFIED ADJUSTED GROSS INCOME INCLUDES BOTH EARNED INCOME AND PASSIVE INCOME RECEIVED AND COMPARED TO THE ANNUAL FEDERAL POVERTY GUIDELINES SET FORTH BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. A PATIENT WHO HAS AN ANNUAL GROSS INCOME EQUAL TO OR LESS THAN 400% OF THE CURRENT YEAR'S POVERTY GUIDELINES WILL NOT PAY MORE THAN 15% OF THEIR ANNUAL GROSS INCOME ON ANY SINGLE ACCOUNT DURING THE APPROVED ELIGIBILITY TIMEFRAME. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME EQUAL OR LESS THAN 250% OF THE FPL MAY QUALIFY FOR A 100% DISCOUNT. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME BETWEEN 250% AND 400% OF THE FPL MAY QUALIFY FOR A DISCOUNT ON A SLIDING SCALE. IN ADDITION TO INCOME, FH NEIGHBORHOOD HOSPITALS LLC ALSO TAKES CERTAIN ASSETS INTO CONSIDERATION. ASSETS PROTECTED FROM FINANCIAL EVALUATION INCLUDE A HOUSEHOLD'S RETIREMENT ASSETS, HOME EQUITY, AND A PORTION OF CASH AND SAVINGS ASSETS.
FH NEIGHBORHOOD HOSPITALS LLC	PART V, SECTION B, LINE 13H: OUT OF POCKET MAXIMUM DISCOUNT
FH NEIGHBORHOOD HOSPITALS LLC	PART V, SECTION B, LINE 20E: WE REQUEST ADDITIONAL DOCUMENTATION WHEN AN INDIVIDUAL HAS SUBMITTED AN INCOMPLETE FINANCIAL ASSISTANCE APPLICATION.

Schedule H (Form 990) 2021

Page 9

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) 2021

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART 1, LINE 3C	IN ALIGNMENT WITH THE FROEDTERT HEALTH, INC. FINANCIAL ASSISTANCE POLICY FH NEIGHBORHOOD HOSPITALS LLC RESERVES THE RIGHT TO REVIEW EACH APPLICATION FOR FINANCIAL ASSISTANCE ON ITS OWN MERITS AND TO CONSIDER OTHER EXTENUATING CIRCUMSTANCES IN THE DECISION TO APPROVE OR DENY A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. THE APPLICANT'S GROSS FAMILY INCOME WILL BE COMPARED TO THE ANNUAL FEDERAL POVERTY GUIDELINES SET FORTH BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. A PATIENT WHO HAS AN ANNUAL GROSS INCOME EQUAL TO OR LESS THAN 400% OF THE CURRENT YEAR'S POVERTY GUIDELINES WILL NOT PAY MORE THAN 15% OF THEIR ANNUAL GROSS INCOME ON ANY SINGLE ACCOUNT DURING THE APPROVED ELIGIBILITY TIMEFRAME. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME EQUAL OR LESS THAN 250% OF THE FPG MAY QUALIFY FOR A 100% DISCOUNT. PATIENTS WHO MEET THE REQUIREMENTS AND HAVE A GROSS INCOME BETWEEN 250% AND 400% OF THE FPG MAY QUALIFY FOR A DISCOUNT ON A SLIDING SCALE. IN ADDITION TO INCOME, FH NEIGHBORHOOD HOSPITALS LLC ALSO TAKES CERTAIN ASSETS INTO CONSIDERATION. ASSETS PROTECTED FROM FINANCIAL EVALUATION INCLUDE A PORTION OF A HOUSEHOLD'S RETIREMENT ASSETS, CASH, SAVINGS ASSETS AND HOME EQUITY.
PART 1, LINE 6A	EVERY YEAR, FROEDTERT HEALTH PRODUCES AN ANNUAL REPORT TO THE COMMUNITY HIGHLIGHTING COMMUNITY OUTREACH PROGRAMS, PATIENT IMPACT STORIES AND INVESTMENTS IN THE COMMUNITIES WE SERVE. THE REPORT IS MAILED TO OVER 150 AREA NON-PROFITS, CHAMBERS OF COMMERCE, HOSPITAL PARTNERS, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC BOARD OF DIRECTORS, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC LEADERS AND STAFF, GOVERNMENT OFFICIALS, BUSINESS LEADERS AND OTHER COMMUNITY MEMBERS. A COPY OF THE MOST RECENT REPORT CAN BE FOUND AT HTTPS://WWW.FROEDTERT.COM/ABOUT/ANNUAL-REPORTS
PART 1, LINE 7F	TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25 COLUMN (A) IS $843,708,052. THIS INCLUDES THE EXPENSES FOR ALL ACTIVITIES OF FROEDTERT HEALTH, INC. (NOT JUST RELATED TO THE COMMUNITY HOSPITALS). THEREFORE, THE PERCENTAGES ON PART I, LINE 7 COLUMN F ARE LOW.
PART VI, LINE 3	FH NEIGHBORHOOD HOSPITALS LLC INFORMS AND EDUCATES PATIENTS REGARDING FINANCIAL ASSISTANCE AND GOVERNMENT PROGRAM ELIGIBILITY IN A NUMBER OF WAYS. ITS COMMUNICATION EFFORTS ALSO ADDRESS SPECIAL NEEDS OF PATIENTS AND THEIR FAMILIES, SUCH AS HEARING OR VISUAL IMPAIRMENT OR LANGUAGE INTERPRETATION.INFORMATION ON HOSPITAL-BASED FINANCIAL SUPPORT POLICIES AND GOVERNMENT PROGRAMS ARE MADE AVAILABLE TO PATIENTS DURING THE PRE-REGISTRATION AND REGISTRATION PROCESSES THROUGH BROCHURES, SIGNAGE AND DIRECT CONTACT WITH FINANCIAL COUNSELORS, SOCIAL WORKERS / CASE MANAGERS AND REGISTRATION STAFF. PATIENT BILLING STATEMENTS ALSO INFORM PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. THE FROEDTERT HEALTH, INC. WEBSITE CONTAINS INFORMATION REGARDING PRICING, HOW TO UNDERSTAND YOUR HOSPITAL BILL, AND HOW TO APPLY FOR FINANCIAL ASSISTANCE. FH NEIGHBORHOOD HOSPITALS LLC HAS MADE FINANCIAL ASSISTANCE FORMS AND INFORMATION AVAILABLE IN SPANISH. FINANCIAL COUNSELORS SCREEN UNINSURED PATIENTS FOR GOVERNMENT PROGRAM ELIGIBILITY AND SOCIAL SERVICES STAFF ARE AVAILABLE TO ASSIST PATIENTS WITH ENROLLMENT PROCESSES. PATIENTS WHO ARE UNINSURED, THOSE COVERED BY GOVERNMENT PROGRAMS AND THOSE WITH LIMITED FINANCIAL MEANS MAY ALSO BE ELIGIBLE FOR CHARITY CARE OR DISCOUNTS THROUGH THE FH NEIGHBORHOOD HOSPITALS LLC'S FINANCIAL ASSISTANCE PROGRAM. FINANCIAL COUNSELORS MAKE EVERY EFFORT TO DETERMINE A PATIENT'S ELIGIBILITY PRIOR TO OR AT THE TIME OF ADMISSION OR SERVICE. HOWEVER, DETERMINATION FOR FINANCIAL ASSISTANCE CAN BE MADE DURING ANY STAGE OF THE PATIENT'S STAY AFTER STABILIZATION, OR THE COLLECTION CYCLE.
PART VI, LINE 4	4. COMMUNITY INFORMATIONOVERVIEWFROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN, FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE, FROEDTERT COMMUNITY HOSPITAL- OAK CREEK, AND FROEDTERT COMMUNITY HOSPITAL- MEQUON), PART OF THE FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN HEALTH NETWORK, ARE SMALL-SCALE HOSPITALS PROVIDING PATIENTS HIGH-QUALITY CARE CLOSE TO HOME. AS CMS-CERTIFIED, STATE-LICENSED AND ACCREDITED ACUTE-CARE HOSPITALS, THEY FEATURE AN EMERGENCY DEPARTMENT, INPATIENT BEDS, LABORATORY, PHARMACY AND IMAGING SERVICES. MISSION STATEMENTFROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN ADVANCE THE HEALTH OF THE PEOPLE OF THE DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY. SERVICE AREA AND DEMOGRAPHICSTHE COMMUNITY IS DEFINED AS NORTHEAST AND SOUTHEAST WAUKESHA COUNTY. ALL PROGRAMS, ACTIVITIES, AND PARTNERSHIPS UNDER THE FUTURE CHNA WILL BE DELIVERED IN WAUKESHA COUNTY. HOWEVER FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC'S TOTAL SERVICE AREA CONSISTS OF WAUKESHA COUNTY AS WELL AS ZIP CODES IN WESTERN MILWAUKEE COUNTY. FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC DETERMINES ITS PRIMARY AND SECONDARY SERVICE AREAS BY COMPLETING AN ANNUAL REVIEW AND ANALYSIS OF HOSPITAL DISCHARGES AND MARKET SHARE ACCORDING TO VARIOUS DETERMINANTS.FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE SERVICE AREA REFLECTS THESE ZIP CODES - 53029 (HARTLAND), 53045 (BROOKFIELD), 53058 (NASHOTAH), 53072 (PEWAUKEE), 53089 (SUSSEX), 53186 (WAUKESHA), 53188 (WAUKESHA), 53056 (MERTON) FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN SERVICE AREA REFLECTS THESE ZIP CODES - 53005 (BROOKFIELD), 53045 (BROOKFIELD), 53051 (MENOMONEE FALLS), 53072 (PEWAUKEE), 53103 (BIG BEND), 53122 (ELM GROVE), 53129 (GREENDALE), 53130 (HALES CORNERS), 53132 (FRANKLIN), 53146 (NEW BERLIN), 53149 (MUKWONAGO), 53150 (MUSKEGO), 53151 (NEW BERLIN), 53185 (WATERFORD), 53186 (WAUKESHA), 53188 (WAUKESHA), 53189 (WAUKESHA), 53213 (MILWAUKEE), 53214 (MILWAUKEE), 53219 (MILWAUKEE), 53220 (MILWAUKEE), 53221 (MILWAUKEE), 53226 (MILWAUKEE), 53227 (MILWAUKEE), 53228 (MILWAUKEE)FROEDTERT COMMUNITY HOSPITAL- OAK CREEK SERVICE AREA REFLECTS THESE ZIP CODES - 53108 (CALEDONIA), 53110 (CUDAHY), 52319 (GREENDALE), 53130 (HALES CORNERS), 53132 (FRANKLIN), 53154 (OAK CREEK), 53172 (SOUTH MILWAUKEE), 53207 (MILWAUKEE), 53220 (MILWAUKEE), 53221 (MILWAUKEE), 53228 (MILWAUKEE), AND 53235 (SAINT FRANCIS)FROEDTERT COMMUNITY HOSPITAL- MEQUON SERVICE AREA REFLECTS THESE ZIP CODES - 53004 (BELGIUM), 53012 (CEDARBURG), 53021 (FREDONIA), 53024 (GRAFTON), 53074 (PORT WASHINGTON), 53080 (SAUKVILLE), 53092 (MEQUON), 53097 (MEQUON), AND 53217 (MILWAUKEE)FROEDTERT NEW BERLIN COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 14.44%$25,000-$49,999 19.51%$50,000-$99,999 33.40%$100,000 AND UP 32.65%TOTAL HOUSEHOLDS 242,916FROEDTERT NEW BERLIN COMMUNITY HOSPITAL PAYER SOURCE FY21 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 28.1%MEDICAID 12.4%MEDICARE 57.0%OTHER GOVERMENT 1.1%OTHER/SELF PAY 1.5% SOURCE: WHA FROEDTERT NEW BERLIN COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 87.38%AFRICAN AMERICAN 2.83%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.04%NATIVE AMERICA 0.52%TWO OR MORE RACES 2.36%OTHER 2.49%HISPANIC 8.43%TOTAL POPULATION 587,056FROEDTERT NEW BERLIN COMMUNITY HOSPITAL PAYER SOURCE FY22 Q3 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 27.7%MEDICAID 12.1%MEDICARE 57.1%OTHER GOVERMENT 1.3%OTHER/SELF PAY 1.9% SOURCE: WHA FROEDTERT PEWAUKEE COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 12.58%$25,000-$49,999 17.27%$50,000-$99,999 29.85%$100,000 AND UP 40.30%TOTAL HOUSEHOLDS 64,696FROEDTERT PEWAUKEE COMMUNITY HOSPITAL PAYER SOURCE FY21 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 31.7%MEDICAID 10.8%MEDICARE 54.6%OTHER GOVERMENT 1.3%OTHER/SELF PAY 1.5% SOURCE: WHAFROEDTERT PEWAUKEE COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 89.28%AFRICAN AMERICAN 1.81%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.06%NATIVE AMERICA 0.32%TWO OR MORE RACES 1.93%OTHER 1.89%HISPANIC 7.04%TOTAL POPULATION 162,592FROEDTERT PEWAUKEE COMMUNITY HOSPITAL PAYER SOURCE FY22 Q3 PRIMARY SERVICE AREACOMMERCIAL/MANAGED CARE 31.8%MEDICAID 10.2%MEDICARE 55.3%OTHER GOVERMENT 1.0%OTHER/SELF PAY 1.7% SOURCE: WHAFROEDTERT OAK CREEK COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 84.90%AFRICAN AMERICAN 3.50%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.03%NATIVE AMERICA 0.84%TWO OR MORE RACES 2.80%OTHER 3.70%HISPANIC 12.33%TOTAL POPULATION 269,785FROEDTERT OAK CREEK COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 16.77%$25,000-$49,999 22.23%$50,000-$99,999 36.05%$100,000 AND UP 24.95%TOTAL HOUSEHOLDS 113,701FROEDTERT MEQUON COMMUNITY HOSPITAL RACE FY20 PRIMARY SERVICE AREAWHITE 91.69%AFRICAN AMERICAN 2.38%ASIAN/HAWAIIAN/PACIFIC ISLANDER 0.02%NATIVE AMERICA 0.27%TWO OR MORE RACES 1.71%OTHER 0.72%HISPANIC 3.31%TOTAL POPULATION 121,428FROEDTERT MEQUON COMMUNITY HOSPITALHOUSEHOLD INCOME CY20 PRIMARY SERVICE AREAUNDER $24,999 9.97%$25,000-$49,999 15.50%$50,000-$99,999 28.27%$100,000 AND UP 46.26%TOTAL HOUSEHOLDS 48,282
PART VI, LINE 5	5. PROMOTION OF COMMUNITY HEALTHTHE FROEDTERT COMMUNITY HOSPITAL-PEWAUKEE COMMUNITY ADVISORY COMMITTEE IS ADVISORY TO FROEDTERT COMMUNITY HOSPITAL MANAGEMENT COMMITTEE. FROEDTERT COMMUNITY HOSPITAL-PEWAUKEE COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER PEWAUKEE COMMUNITY. THE MEMBERS REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASED UNDERSTANDING OF THE ROLE FROEDTERT HEALTH IS SERVING THE COMMUNITY. FUNCTIONS:- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN THE HOSPITAL'S PRIMARY SERVICE AREA.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.- ASSIST IN THE DEVELOPMENT AND OUTCOMES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY IN PARTNERSHIP WITH THE COMMUNITY HOSPITAL'S MANAGEMENT TEAM EVERY THREE YEARS.THE FROEDTERT COMMUNITY HOSPITAL-NEW BERLIN COMMUNITY ADVISORY COMMITTEE IS ADVISORY TO FROEDTERT COMMUNITY HOSPITAL MANAGEMENT COMMITTEE. THE FROEDTERT COMMUNITY HOSPITAL-NEW BERLIN COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER NEW BERLIN COMMUNITY. THE MEMBERS WILL REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASE UNDERSTANDING OF THE ROLE OF FROEDTERT HEALTH IN SERVING THE COMMUNITY. FUNCTIONS:- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN THE HOSPITAL'S PRIMARY SERVICE AREA.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.- ASSIST IN THE DEVELOPMENT AND OUTCOMES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY IN PARTNERSHIP WITH THE COMMUNITY HOSPITAL'S MANAGEMENT TEAM EVERY THREE YEARS.THE FROEDTERT COMMUNITY HOSPITAL-MEQUON COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER MEQUON COMMUNITY. THE MEMBERS WILL REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASE UNDERSTANDING OF THE ROLE OF FROEDTERT HEALTH IN SERVING THE COMMUNITY. FUNCTIONS- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN MEQUON AND SURROUNDING COMMUNITIES.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO DISSEMINATE INFORMATION ON PROGRAMS AND SERVICES PROVIDED AT FROEDTERT COMMUNITY HOSPITAL-MEQUON TO BENEFIT THE HEALTH OF THE LOCAL CITIZENRY. - TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.THE FROEDTERT COMMUNITY HOSPITAL-OAK CREEK COMMUNITY ADVISORY COMMITTEE WILL SERVE AS THOUGHT LEADERS WHO FACILITATE INFORMATION EXCHANGE BETWEEN FROEDTERT HEALTH AND THE GREATER OAK CREEK COMMUNITY. THE MEMBERS WILL REPRESENT MULTIPLE SECTORS OF THE COMMUNITY AND INCREASE UNDERSTANDING OF THE ROLE OF FROEDTERT HEALTH IN SERVING THE COMMUNITY. FUNCTIONS- TO PROVIDE A LEADERSHIP ROLE IN ADVOCATING COMMUNITY-WIDE RESPONSES TO HEALTHCARE NEEDS IN OAK CREEK AND SURROUNDING COMMUNITIES.- TO FACILITATE AND SUPPORT COMMUNITY, BUSINESS AND HEALTHCARE PARTNERSHIPS.- TO SERVE AS A LIAISON BETWEEN FROEDTERT HEALTH AND THE COMMUNITY TO PROVIDE A CONDUIT OF INFORMATION ABOUT COMMUNITY INITIATIVES AND NEEDS.- TO ACT AS THOUGHT LEADERS ON BEHALF OF THE COMMUNITY IN MATTERS RELATED TO HEALTH AND SOCIAL DETERMINANTS OF HEALTH.- TO DISSEMINATE INFORMATION ON PROGRAMS AND SERVICES PROVIDED AT FROEDTERT COMMUNITY HOSPITAL-OAK CREEK TO BENEFIT THE HEALTH OF THE LOCAL CITIZENRY. - TO UNDERSTAND AND TO PROVIDE GUIDANCE ON FROEDTERT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES.- TO UNDERSTAND UNMET HEALTH NEEDS IN THE LOCAL COMMUNITY AND HOW FROEDTERT HEALTH ADDRESSES THOSE NEEDS.
PART VI, LINE 6	6. AFFILIATED HEALTH SYSTEMFROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC (FROEDTERT COMMUNITY HOSPITAL- NEW BERLIN, FROEDTERT COMMUNITY HOSPITAL- PEWAUKEE, FROEDTERT COMMUNITY HOSPITAL- OAK CREEK AND FROEDTERT COMMUNITY HOSPITAL- MEQUON), PART OF THE FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN HEALTH NETWORK, ARE SMALL-SCALE HOSPITALS PROVIDING PATIENTS HIGH-QUALITY CARE CLOSE TO HOME. AS CMS-CERTIFIED, STATE-LICENSED AND ACCREDITED ACUTE-CARE HOSPITALS, THEY FEATURE AN EMERGENCY DEPARTMENT, INPATIENT BEDS, LABORATORY, PHARMACY AND IMAGING SERVICES. FROEDTERT MEMORIAL LUTHERAN HOSPITAL, FROEDTERT MENOMONEE FALLS HOSPITAL, FROEDTERT WEST BEND HOSPITALS, FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, LLC, AND HOLY FAMILY MEMORIAL MADE SIGNIFICANT INVESTMENTS IN THE HEALTH OF THEIR COMMUNITIES. PATIENTS WHO COULDN'T PAY FOR THEIR MEDICAL CARE RECEIVED MORE THAN $183 MILLION IN UNCOMPENSATED SERVICES. BEYOND PROVIDING CARE FOR THE UNINSURED/UNDERINSURED PATIENTS, WE CONTRIBUTED $129 MILLION TO IMPROVE ACCESS TO CARE, TEACH FUTURE HEALTHCARE PROFESSIONALS, DEVELOP NEW MEDICAL THERAPIES AND PARTICIPATE IN LOCAL PARTNERSHIPS AIMED AT REDUCING HEALTH DISPARITIES.FROEDTERT HEALTH MEMBERS DEVELOP COMMUNITY BENEFIT STRATEGIES AND GOALS BASED ON THE UNIQUE NEEDS OF EACH OF THEIR COMMUNITIES. BY CONDUCTING REGULAR COMMUNITY NEEDS ASSESSMENTS THAT MONITOR CRITICAL PUBLIC HEALTH ISSUES, AND ACTIVELY SEEKING COMMUNITY INPUT, THE HOSPITALS HAVE BUILT IMPORTANT LOCAL RELATIONSHIPS THAT PROVIDE MEANINGFUL OUTREACH PROGRAMS THAT LINK EACH HOSPITAL TO THEIR NEIGHBORS AND PATIENTS. AS A NOT-FOR-PROFIT HEALTH SYSTEM, FROEDTERT HEALTH REINVESTS ITS SURPLUS FUNDS BACK INTO THE COMMUNITY THROUGH PROGRAMS TO SERVE THE POOR AND UNINSURED, TEACH FUTURE HEALTHCARE PROFESSIONALS, DEVELOP NEW MEDICAL THERAPIES, MANAGE CHRONIC CONDITIONS LIKE DIABETES, HEALTH EDUCATION AND PROMOTION INITIATIVES, AND PARTICIPATE IN LOCAL PARTNERSHIPS AIMED AT REDUCING HEALTH DISPARITIES. FOR MORE INFORMATION ABOUT FROEDTERT HEALTH, VISIT WWW.FROEDTERT.COM
PART VI, LINE 7	7. STATE FILING OF COMMUNITY BENEFIT REPORTCOMMUNITY BENEFIT DATA IS REPORTED ANNUALLY TO THE WISCONSIN HOSPITAL ASSOCIATION.

Schedule H (Form 990) 2021

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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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

FROEDTERT HEALTH INC

Employer identification number

39-2014409

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 on 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 .....

Yes

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 on Line 1a? ....

Yes

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

Yes

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 nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

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) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1JACOBSON CATHERINE DIRECTOR & CEO/PRESIDENT	(i) (ii)	1,468,173 ------------- 0	1,497,717 ------------- 0	483,834 ------------- 0	385,004 ------------- 0	33,855 ------------- 0	3,868,583 ------------- 0	480,246 ------------- 0
2TRUWIT JONATHON ENTERPRISE CHIEF MEDICAL OFF	(i) (ii)	658,300 ------------- 0	477,211 ------------- 0	1,025,521 ------------- 0	131,008 ------------- 0	18,086 ------------- 0	2,310,126 ------------- 0	969,163 ------------- 0
3HAWIG SCOTT TREASURER	(i) (ii)	859,606 ------------- 0	673,905 ------------- 0	235,572 ------------- 0	195,895 ------------- 0	33,110 ------------- 0	1,998,088 ------------- 0	213,362 ------------- 0
4BEHL MARK DIRECTOR & EVP/FH COO	(i) (ii)	752,801 ------------- 0	649,880 ------------- 0	22,018 ------------- 0	170,238 ------------- 0	30,470 ------------- 0	1,625,407 ------------- 0	0 ------------- 0
5OLSON DAVID SR VP & CHIEF STRATEGY OFF	(i) (ii)	569,463 ------------- 0	418,587 ------------- 0	169,763 ------------- 0	135,660 ------------- 0	34,063 ------------- 0	1,327,536 ------------- 0	144,336 ------------- 0
6HUMPHREY ERIC FH SR VP/CHIEF HR OFFICER	(i) (ii)	528,824 ------------- 0	564,509 ------------- 0	36,068 ------------- 0	122,928 ------------- 0	33,405 ------------- 0	1,285,734 ------------- 0	33,146 ------------- 0
7MARQUARDT AMY SECR & SR VP CHIEF LEGAL OFF	(i) (ii)	553,945 ------------- 0	407,714 ------------- 0	110,213 ------------- 0	131,853 ------------- 0	34,024 ------------- 0	1,237,749 ------------- 0	87,775 ------------- 0
8CONLEY ERIC FMLH PRESIDENT	(i) (ii)	612,605 ------------- 0	406,478 ------------- 0	21,510 ------------- 0	144,913 ------------- 0	33,188 ------------- 0	1,218,694 ------------- 0	0 ------------- 0
9ERICSON ALLEN CHD PRESIDENT	(i) (ii)	520,540 ------------- 0	316,434 ------------- 0	177,099 ------------- 0	125,978 ------------- 0	33,844 ------------- 0	1,173,895 ------------- 0	152,316 ------------- 0
10LODES MARK VP-POP HEALTH & MED ED	(i) (ii)	516,573 ------------- 0	279,740 ------------- 0	196,452 ------------- 0	73,097 ------------- 0	34,268 ------------- 0	1,100,130 ------------- 0	175,284 ------------- 0
11BASILOTTO STEPHEN FH SR VP/CHIEF EXPERIENCE OFF	(i) (ii)	479,190 ------------- 0	355,590 ------------- 0	21,287 ------------- 0	116,708 ------------- 0	34,137 ------------- 0	1,006,912 ------------- 0	0 ------------- 0
12WEBB DIXON RICHELLE FMLH COO	(i) (ii)	486,790 ------------- 0	297,513 ------------- 0	31,366 ------------- 0	118,722 ------------- 0	34,638 ------------- 0	969,029 ------------- 0	0 ------------- 0
13KLAUCK JAMES SR VP ANCILLARY SVCS	(i) (ii)	378,332 ------------- 0	236,296 ------------- 0	126,687 ------------- 0	100,399 ------------- 0	37,884 ------------- 0	879,598 ------------- 0	103,665 ------------- 0
14LUX TERESA CHD COO	(i) (ii)	413,251 ------------- 0	251,280 ------------- 0	90,723 ------------- 0	105,582 ------------- 0	14,443 ------------- 0	875,279 ------------- 0	68,905 ------------- 0
15JACOB SONY FH CIO	(i) (ii)	456,872 ------------- 0	210,850 ------------- 0	20,502 ------------- 0	105,062 ------------- 0	27,842 ------------- 0	821,128 ------------- 0	0 ------------- 0
16CEELEN JOHN PAST SR VP FINANCE	(i) (ii)	69,160 ------------- 0	0 ------------- 0	725,470 ------------- 0	14,192 ------------- 0	8,612 ------------- 0	817,434 ------------- 0	448,200 ------------- 0
17BALZER JOHN FORMER - KEY EMP (VP FAC PLAN)	(i) (ii)	152,396 ------------- 0	164,169 ------------- 0	124,044 ------------- 0	19,442 ------------- 0	11,804 ------------- 0	471,855 ------------- 0	0 ------------- 0
18MCCLELLAN NINA FORMER - KEY EMP (FH CIO)	(i) (ii)	0 ------------- 0	0 ------------- 0	165,927 ------------- 0	4,102 ------------- 0	30 ------------- 0	170,059 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	HOUSING: WEBB DIXON, RICHELLE - $10,019 ($6,500 ACTUAL + $3,519 GROSS UP) HEALTH AND FITNESS (STANDARD EMPLOYEE BENEFIT): KLAUCK, JAMES - $100
PART I, LINES 4A-B	SEVERANCE: CEELEN, JOHN - $269,965 MCCLELLAN, NINA - $164,072 457(F) DISTRIBUTIONS: CEELEN, JOHN - $448,200 ERICSON, ALLEN - $152,316 HAWIG, SCOTT - $213,362 HUMPHREY, ERIC - $33,146 JACOBSON, CATHERINE - $480,246 KLAUCK, JAMES - $103,665 LODES, MARK - $175,284 LUX, TERESA - $68,905 MARQUARDT, AMY - $87,775 OLSON, DAVID - $144,336 TRUWIT, JONATHON - $969,163 NON-QUALIFIED DISTRIBUTIONS: TRUWIT, JONATHON - $21,647 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) 457(F) PLAN PARTICIPANTS: BASILOTTO, STEPHEN BEHL, MARK CEELEN, JOHN CONLEY, ERIC ERICSON, ALLEN HAWIG, SCOTT HUMPHREY, ERIC JACOB, SONY JACOBSON, CATHERINE KLAUCK, JAMES LODES, MARK LUX, TERESA MARQUARDT, AMY OLSON, DAVID TRUWIT, JONATHON WEBB DIXON, RICHELLE NON-QUALIFIED PARTICIPANTS: TRUWIT, JONATHON
PART I, LINE 7	BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME.
PART II, COLUMN (B)(II):	BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID.
PART II, COLUMN (B)(III):	OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AMOUNTS PAID IN LIEU OF 457(F) DEFERRED COMPENSATION PLAN CONTRIBUTIONS, AND OTHER MISCELLANEOUS COMPENSATION.

Schedule J (Form 990) 2021

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization
FROEDTERT HEALTH INC

Employer identification number
39-2014409

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	WISCONSIN HEALTH AND EDUCATION AUTHORITY	39-1337855	97710B6D9	10-11-2012	167,195,354	SEE PART VI		X		X		X
B	WISCONSIN HEALTH AND EDUCATION AUTHORITY	39-1337855	97712DWA0	04-20-2017	272,670,229	SEE PART VI		X		X		X
C	WISCONSIN HEALTH AND EDUCATION AUTHORITY	39-1337855	97712D8U3	06-24-2021	69,375,016	SEE PART VI		X		X		X
D	WISCONSIN HEALTH AND EDUCATION AUTHORITY	39-1337855	97712D8W9	06-24-2021	80,835,011	SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	5,045,000		25,125,000		3,095,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	168,720,537		272,795,372		69,375,016		80,835,011
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,689,952		2,053,047		725,000		835,000
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	118,390,733		20,275,833
11 Other spent proceeds .............	48,639,852		250,466,492		68,650,016		80,000,011
12 Other unspent proceeds .............
13 Year of substantial completion .............	2016		2019		2021		2021
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........	X		X			X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) 2021

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X		X			X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.040 %		0.390 %		0.470 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............	0.040 %		0.390 %		0.470 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X	X		X
b Exception to rebate? ........		X		X	X			X
c No rebate due? .........	X		X			X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X	X		X

Schedule K (Form 990) 2021

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X	X		X
b Name of provider ..........					MORGAN STANLEY		BARCLAYS
c Term of hedge .........					2610.0000000000 %		2730.0000000000 %
d Was the hedge superintegrated? ......					X		X
e Was the hedge terminated? ........						X		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
PART I, COLUMN F:	BOND A: 2012A - THE PURPOSE OF THE ISSUE IS TO (I) FINANCE CONSTRUCTION OF THE FROEDTERT HOSPITAL CENTER FOR ADVANCED CARE (II) ADVANCE REFUND SERIES 2003 BONDS ISSUED: 02/05/2003 AND CURRENT REFUND SERIES 2001 BONDS ISSUED: 09/15/2001. BOND B: 2017A - THE PURPOSE OF THE ISSUE IS TO (I) PAY OR REIMBURSE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, AND EQUIPPING CERTAIN HOSPITAL FACILITIES INCLUDING, BUT NOT LIMITED TO, A NEW INTEGRATED PROCDURAL PLATFORM AT FROEDTERT MEMORIAL LUTHERAN HOSPITAL (II) CURRENT REFUND SERIES 2013B BONDS ISSUED: 12/11/2013 AND ADVANCE REFUND SERIES 2009C BONDS ISSUED: 10/22/2009. BOND C: 2021A - THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2013A BONDS ISSUED 12/11/2013. BOND D: 2021B - THE PURPOSE OF THE ISSUE IS TO CURRENT REFUND THE SERIES 2017B BONDS ISSUED: 04/27/2017.
PART II, LINE 3, COLUMN A:	TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $1,525,183.
PART II, LINE 3, COLUMN B:	TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $125,143. PART II, LINE 3, COLUMN C: TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $16. PART II, LINE 3, COLUMN D: TOTAL PROCEEDS OF ISSUE DIFFERS FROM ISSUE PRICE DUE TO INTEREST EARNED ON INVESTMENTS OF $11.
PART II, LINE 11, COLUMNS A, B, C, & D:	THE OTHER SPENT PROCEEDS RELATE TO THE REFUNDING PROCEEDS OF THE ISUES NO LONGER IN ESCROW.
PART III, LINE 3D, COLUMNS A, B, C, & D:	ALL CONTRACTS ARE ROUTINELY REVIEWED BY IN HOUSE COUNSEL
PART IV, LINE 2C, COLUMN A:	A REBATE CALCULATION WAS PERFORMED ON 10/01/2017 WITH NO REBATE DUE.
PART IV, LINE 2C, COLUMN B:	A REBATE CALCULATION WAS PERFORMED ON 4/15/2022 WITH NO REBATE DUE.

Schedule K (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

FROEDTERT HEALTH INC

Employer identification number

39-2014409

Return Reference	Explanation
FORM 990, PART I, LINE 5 AND PART V, LINE 2	FROEDTERT HEALTH, INC. IS THE COMMON LAW EMPLOYER FOR THE FROEDTERT HEALTH SYSTEM WHICH INCLUDES FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., FROEDTERT HOSPITAL FOUNDATION, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., COMMUNITY MEMORIAL FOUNDATION OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., ST. JOSEPH'S COMMUNITY FOUNDATION, INC., COMMUNITY OUTPATIENT HEALTH SERVICES OF MENOMONEE FALLS, INC., AND HOLY FAMILY MEMORIAL, INC. CENTRALLY MANAGED CORPORATE ACCOUNTING POLICY EFFECTIVE JULY 1, 2013, FROEDTERT HEALTH, INC. ADOPTED AN INTERNAL ACCOUNTING POLICY FOR CERTAIN BALANCE SHEET AND INCOME STATEMENT MATTERS THAT ARE CENTRALLY MANAGAGED BY FROEDTERT HEALTH AS THE PARENT CORPORATION.THE POLICY STATES THAT ASSETS AND LIABILITIES RELATED TO CENTRALLY MANAGED PROGRAMS WILL BE ACCOUNTED FOR ON THE PARENT CORPORATION'S CONSOLIDATED BALANCE SHEET AND WILL NOT BE ALLOCATED TO ANY OF THE AFFILIATE BALANCE SHEETS. AS A RESULT OF THIS NEW POLICY, FROEDTERT HEALTH, INC.'S BALANCE SHEET NOW INCLUDES LONG TERM INVESTMENTS, LONG TERM DEBT, AND THE RELATED SWAP LIABILITY FOR ALL THE CONSOLIDATED AFFILIATES.
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS, ETC. DAVID LUBAR AND KURT BECHTOLD - BUSINESS RELATIONSHIP MARY ELLEN STANEK AND JOHN SCHLIFSKE - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS FROEDTERT HEALTH, INC. ACCOUNTING STAFF PREPARE FORM 990 WHICH IS REVIEWED BY FROEDTERT HEALTH, INC. FINANCIAL LEADERS. THE 990 IS THEN REVIEWED BY KPMG, FROEDTERT HEALTH, INC.'S OUTSIDE ACCOUNTING FIRM. NEXT, THE 990 IS PROVIDED TO THE FROEDTERT HEALTH, INC. AUDIT COMMITTEE AND BOARD OF DIRECTORS. FINALLY, THE 990 IS FILED AS REQUIRED.
FORM 990, PART VI, SECTION B, LINE 12C	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS ON AN ANNUAL BASIS ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DATA IS COMPILED, AND THE FROEDTERT HEALTH, INC. VICE PRESIDENT-CHIEF COMPLIANCE OFFICER (CCO), THE SENIOR VICE-PRESIDENT-GENERAL COUNSEL AND/OR DELEGATE WILL REVIEW ALL FORMS AND NOTIFICATIONS TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST IN THE DISCLOSURE DOCUMENTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THEN THE INDIVIDUAL MAKING THE DISCLOSURE SHALL BE RELIEVED OF HIS/HER OBLIGATIONS ON BEHALF OF FROEDTERT HEALTH, INC. WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT THAT CREATES THE CONFLICT OF INTEREST. A REPORT OF ALL CONFLICTS OF INTEREST WILL BE MADE BY THE FROEDTERT HEALTH CCO AT LEAST ANNUALLY TO THE FROEDTERT HEALTH, INC. FINANCE COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15	LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO AND TOP MANAGEMENT, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. LINE 15B COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S OFFICERS & KEY EMPLOYEES, INDEPENDENT COMPENSATION CONSULTANTS ARE UTILIZED, COMPENSATION STUDIES ARE COMPLETED TO GATHER COMPARATIVE DATA, PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THE DECISION MAKING PROCESS, AND AMOUNTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION, THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19	OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE FROEDTERT HEALTH, INC.'S QUARTERLY FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC ONLINE THROUGH THE DIGITAL ASSURANCE CORPORATION, INC. WEBSITE. ANYONE CAN REGISTER TO RECEIVE ONGOING ACCESS TO AND NOTIFICATIONS REGARDING FINANCIAL STATEMENTS AT THE ONLINE WEBSITE. ADDITIONALLY, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE CORPORATE OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHG IN ACC PENSION OTHER THAN NET PER BENEFIT COST -8,897,000. CHANGE IN UNREALIZED GAINS/LOSSES NETWORK HEALTH, INC. -10,618,530. TRANSFER TO HEALTH SYSTEM 153,443,090. UNRESTRICTED CAPITAL CONTRIBUTIONS/DISTRIBUTIONS 237,427.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

FROEDTERT HEALTH INC

Employer identification number

39-2014409

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) INCEPTION HEALTH LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 20-2636740	HLTHCARE SVCS	WI	5,469,729	20,285,101	FRDTERT HLTH
(2) INTEGRATED HOLDINGS LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 47-4146678	INVST HOLD CO	WI		121,964	FRDTERT HLTH
(3) EXCEEDENT LLC W129 N7055 NORTHFIELD DRIVE MENOMONEE FALLS,WI53051 47-5622344	HLTHCARE ADM	WI	3,776,972	2,100,407	FRDTERT HLTH
(4) FROEDTERT HEALTH PHARMACY SOLUTIONS LLC N86 W12999 NIGHTINGALE WAY MENOMONEE FALLS,WI53051 83-4272550	PHCY MGT CO	WI			FRDTERT HLTH
(5) WAUKESHA SURGERY CENTER LLC 2400 GOLF ROAD PEWAUKEE,WI53072 81-1166201	HLTHCARE SVCS	WI			FRDTERT HLTH
(6) INCEPTION HEALTH OPERATIONS LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226	HLTHCARE SVCS	WI			FRDTERT HLTH
(7) INCEPTION HEALTH INVESTMENTS LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226	INVST HOLD CO	WI			FRDTERT HLTH
(8) FROEDTERT HEALTH ASC ENTERPRISE LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 83-2280144	ASC MGT CO	WI	0	845	FRDTERT HLTH
(9) FROEDTERT HEALTH HOME INFUSION LLC N86 W12999 NIGHTINGALE WAY MENOMONEE FALLS,WI53051 83-4425449	HLTHCARE SVCS	WI	14,767,150	7,818,754	FRDTERT HLTH
(10) FROEDTERT HEALTH PHARMACY LLC N86 W12999 NIGHTINGALE WAY MENOMONEE FALLS,WI53051 83-4360574	HLTHCARE SVCS	WI	146,588,082	12,969,652	FRDTERT HLTH
(11) FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE,WI53226 84-3381796	HLTHCARE SVCS	WI	19,793,273	42,522,288	FRDTERT HLTH
(12) WEST BEND SURGERY CENTER LLC 3212 PLEASANT VALLEY ROAD WEST BEND,WI53095 39-1954169	HLTHCARE SVCS	WI	7,769,731	2,737,392	FRDTERT HLTH
(13) VERTU RX LLC N86 W12999 NIGHTINGALE WAY MENOMONEE FALLS,WI53051 84-3383433	HLTHCARE SVCS	WI	632,805	50,000	FRDTERT HLTH
(14) FROEDTERT HEALTH WORKFORCE HEALTH LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 84-2528774	HLTHCARE SVCS	WI			FRDTERT HLTH
(15) FROEDTERT HEALTH RE VENTURES-PEWAUKEE 9200 W WISCONSIN AVE MILWAUKEE,WI53226	HLTHCARE SVCS	WI			FRDTERT HLTH
(16) INCEPTION HEALTH SERVICES LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226	HLTHCARE SVCS	WI			FRDTERT HLTH
(17) BFHFM LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 86-2031621	HLTHCARE SVCS	WI			FRDTERT HLTH
(18) NATIONAL LABORATORY NETWORK LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 88-3305667	HLTHCARE SVCS	WI			FRDTERT HLTH

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)FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE,WI53226 39-6105970	HOSPITAL	WI	501 (C) (3)	3	FRDTERT HLTH	Yes
(2)COMMUNITY MEMORIAL HOSPITAL OF MF W180 N8085 TOWN HALL ROAD MENOMONEE FALLS,WI53051 39-0987025	HOSPITAL	WI	501 (C) (3)	3	FRDTERT HLTH	Yes
(3)ST JOSEPH'S COMMUNITY HOSPITAL OF WB 3200 PLEASANT VALLEY ROAD WEST BEND,WI53095 39-0806302	HOSPITAL	WI	501 (C) (3)	3	FRDTERT HLTH	Yes
(4)ST JOSEPH'S COMMUNITY FOUNDATION 3200 PLEASANT VALLEY ROAD WEST BEND,WI53095 39-2034296	HLTH/WELFARE	WI	501 (C) (3)	LN 7	ST JOSEPH'S		No
(5)FROEDTERT HOSPITAL FOUNDATION INC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 39-1431192	HLTH/WELFARE	WI	501 (C) (3)	LN 7	FRDTERT HLTH		No
(6)COMMUNITY MEMORIAL FOUNDATION OF MF W180 N8085 TOWN HALL ROAD MENOMONEE FALLS,WI53051 39-1635057	HLTH/WELFARE	WI	501 (C) (3)	LN 10	COMM MEM HOS		No
(7)COMMUNITY OUTPATIENT HEALTH SERVICES W180 N8085 TOWN HALL ROAD MENOMONEE FALLS,WI53051 39-1743056	MED/DENT SVCS	WI	501 (C) (3)	3	COMM MEM HOS		No
(8)QHS 1 INC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 20-2636686	HLTHCARE SVC	WI	501 (C) (3)	LN 12A	FRDTERT HLTH	Yes
(9)HOLY FAMILY MEMORIAL INC 2300 WESTERN AVE MANITOWOC,WI54221 39-0806395	HOSPITAL	WI	501 (C) (3)	3	FRDTERT HLTH	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(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	(k) Percentage ownership
(1) FROEDTERT SURGERY CENTER LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 20-1499345	SURGERY CENTER	WI	FMLH	N/A				No			No
(2) FMLH MCW REAL ESTATE VENTURES LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 26-0629591	REAL ESTATE	WI	FRDTERT HEALTH	RELATED	458,018	11,561,270		No		Yes		50.000 %
(3) WISCONSIN DIAGNOSTIC LABORATORIES LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 39-1896819	LAB SERVICES	WI	FRDTERT HEALTH	RELATED	14,553,203	12,985,314		No			No	96.000 %
(4) D1 SPORTS TRAINING OF MILWAUKEE LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 47-3322294	SPORTS MEDICINE	WI	FRDTERT HEALTH	RELATED				No			No	51.000 %
(5) DREXEL TOWN SQUARE SURGERY CENTER LLC 7901 S 6TH STREET OAK CREEK,WI53154 81-4904300	SURGERY CENTER	WI	FRDTERT HEALTH	RELATED	-966,903	1,734,764		No			No	51.000 %
(6) MENOMONEE FALLS AMBULATORY SURGERY CTR W180 N8045 TOWN HALL ROAD MENOMONEE FALLS,WI53051 39-1745697	SURGERY CENTER	WI	CMH	N/A				No			No
(7) THP-FROEDTERT HEALTH VENTURES LLC 1415 LOUISIANA STREET HOUSTON,TX77002 82-3559342	HEALTH CARE	TX	FRDTERT HEALTH	RELATED				No			No	51.000 %
(8) FROEDTERT & THE MCW NETWORK LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 81-4382585	HEALTH CARE	WI	FRDTERT HEALTH	RELATED	5,318,834	3,223,201	Yes			Yes		50.000 %
(9) FROEDTERT & THE MCW ACO LLC 8710 WATERTOWN PLANK RD MILWAUKEE,WI53226 83-3159534	HEALTH CARE	WI	FRDTERT HEALTH	RELATED	134,598	399,201		No		Yes		50.000 %
(10) FHHP LLC 9200 W WISCONSIN AVE MILWAUKEE,WI53226 45-2221564	HEALTH CARE	WI	FRDTERT HEALTH	RELATED				No			No	60.000 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) HART'S MILLS INSURANCE COMPANY 62 FORUM LANE 3RD FLOOR GRAND CAYMAN,CAYMAN ISLANDS CJ 98-1311808	SELF-INSURANCE	CJ	FROEDTERT HLTH	C	2,041,238	35,438,918	100.000 %	Yes
(2) HOLY FAMILY HEALTH SERVICES INC 1650 S 41ST STREET MANITOWOC,WI54220 39-1572253	PHARMACY	WI	FROEDTERT HLTH	C	398,675	2,094,146	80.000 %		No

Schedule R (Form 990) 2021

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) ............................

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

Yes

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) ...................

Yes

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

Yes

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

Yes

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

Yes

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) FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC	C	55,372,374	FMV
(2) FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC	Q	427,110,379	FMV
(3) FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC	S	1,436,135,492	FMV
(4) COMMUNITY MEMORIAL HOSPITAL OF MF INC	C	26,199,577	FMV
(5) COMMUNITY MEMORIAL HOSPITAL OF MF INC	Q	38,348,079	FMV
(6) COMMUNITY MEMORIAL HOSPITAL OF MF INC	S	210,743,350	FMV
(7) ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC	C	8,200,191	FMV
(8) ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC	Q	19,005,388	FMV
(9) ST JOSEPH'S COMMUNITY HOSPITAL OF WB INC	S	98,210,470	FMV
(10) HOLY FAMILY MEMORIAL HOSPITAL	S	22,685,737	FMV

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: FROEDTERT HEALTH, INC. ADVANCES THE HEALTH OF THE PEOPLE OF THE DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	14,718
6	Total number of volunteers (estimate if necessary) .............	6	17
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	3,446,012
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	746,994,118	828,107,584
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	73,778,284	107,572,641
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	60,552,250	20,109,301
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	881,324,652	955,789,526
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
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)	413,968,538	454,798,801
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)....	375,455,594	388,909,251
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	789,424,132	843,708,052
19	Revenue less expenses. Subtract line 18 from line 12.......	91,900,520	112,081,474
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,415,179,967	3,249,193,885
21	Total liabilities (Part X, line 26).............	1,470,493,539	1,384,576,929
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,944,686,428	1,864,616,956

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 283,793,217 including grants of $ ) (Revenue $ 308,017,928 )
	HEALTH CARE MANAGEMENT SERVICES IN SUPPORT OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS.

4b	(Code: ) (Expenses $ 237,726,334 including grants of $ ) (Revenue $ 237,726,334 )
	HUMAN RESOURCE/STAFF SUPPORT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS.

4c	(Code: ) (Expenses $ 118,594,782 including grants of $ ) (Revenue $ 129,760,642 )
	OUTPATIENT REVENUE AND EXPENSE OF FROEDTERT NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, WEST BEND SURGERY CENTER, AND FROEDTERT HEALTH PHARMACY.

	(Code: ) (Expenses $ 147,616,035 including grants of $ ) (Revenue $ 172,503,732 )
	IT SUPPORT EXPENSE - 94,651,893INPATIENT EXPENSE - 2,331,848EMERGENCY DPT EXPENSE - 50,632,294 TOTAL EXPENSE - 147,616,035 IT SUPPORT REVENUE - 94,651,893INPATIENT REVENUE - 2,551,394EMERGENCY DPT REVENUE - 55,399,393JT VENTURE REVENUE - 19,901,052 TOTAL REVENUE - 172,503,732

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 147,616,035 including grants of $ ) (Revenue $ 172,503,732 )
4e	Total program service expenses787,730,368

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	20,468,750	0	2,688,486

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

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

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	OTHER MANAGEMENT SUPPORT	541900	308,017,928	308,017,928
b	HUMAN RESOURCES SUPPORT	561300	237,726,334	237,726,334
c	OUTPATIENT REVENUE	621400	129,760,642	129,760,642
d	INFO TECH SUPPORT	518210	94,651,893	94,651,893
e	EMERGENCY DEPT REVENUE	621990	55,399,393	55,399,393
f	All other program service revenue.		2,551,394	2,551,394
g	Total. Add lines 2a–2f .....		828,107,584

3 Investment income (including dividends, interest, and othersimilar amounts) ......			47,589,746			47,589,746
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,226,309,210	7a
b	Less: cost or other basis and sales expenses		1,166,326,315	7b
c	Gain or (loss)		59,982,895	7c
d	Net gain or (loss).........			59,982,895			59,982,895
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	JOINT VENTURE REVENUE		621500	20,109,072	16,663,134	3,445,938
b	EXCEEDENT REVENUE		524292	229		74	155
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			20,109,301
12	Total revenue. See instructions.....			955,789,526	844,770,718	3,446,012	107,572,796

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	17,740,745	17,740,745
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	197,772,272	197,772,272
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	53,346,875	53,346,875
9	Other employee benefits .......	170,950,294	170,950,294
10	Payroll taxes ...........	14,988,615	14,988,615
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	3,500,404		3,500,404
c	Accounting ...........	520,672		520,672
d	Lobbying ...........	2,000		2,000
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	64,736,025	64,736,025
12	Advertising and promotion ....	15,627,612	15,627,612
13	Office expenses .......	12,555,027	1,616,252	10,938,775
14	Information technology ......	3,460,880	3,460,880
15	Royalties ..
16	Occupancy ...........	15,492,483	13,197,877	2,294,606
17	Travel ............	622,583	330,555	292,028
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	977,096	977,096
20	Interest ...........	11,137,140	11,137,140
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	39,740,764	39,740,764
23	Insurance ...	12,904,798	12,904,798
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	AFFILIATED SUPPORT	125,765,879	121,612,148	4,153,731
b	SOFTWARE LICENSES & TRA	36,263,946	36,263,946
c	SUBSCRIPTIONS	18,815,764		18,815,764
d	REPAIRS AND MAINTENANCE	11,161,005	11,161,005
e	All other expenses	15,625,173	165,469	15,459,704
25	Total functional expenses. Add lines 1 through 24e	843,708,052	787,730,368	55,977,684	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).

1	Cash–non-interest-bearing ........			8,462	1	9,312
2	Savings and temporary cash investments .........			125,013,472	2	95,368,779
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			20,324,733	4	26,256,386
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			-61,799,109	7	75,870,662
8	Inventories for sale or use ............			17,181,784	8	21,353,477
9	Prepaid expenses and deferred charges ......			24,651,615	9	26,013,140
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	648,862,478
b	Less: accumulated depreciation	10b	258,770,704	372,892,636	10c	390,091,774
11	Investments—publicly traded securities .			2,277,364,053	11	2,082,792,723
12	Investments—other securities. See Part IV, line 11 .....			1,153,865	12	13,128
13	Investments—program-related. See Part IV, line 11 ..			314,485,516	13	256,744,106
14	Intangible assets ...............			0	14	4,425,830
15	Other assets. See Part IV, line 11 ...........			323,902,940	15	270,254,568
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,415,179,967	16	3,249,193,885

17	Accounts payable and accrued expenses .....	250,943,655	17	272,761,795
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	657,884,389	20	646,237,947
21	Escrow or custodial account liability. Complete Part IV of Schedule D	241,443	21	149,574
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		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	561,424,052	25	465,427,613
26	Total liabilities. Add lines 17 through 25..	1,470,493,539	26	1,384,576,929

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,944,686,428	27	1,864,616,956
28	Net assets with donor restrictions ...........	0	28	0
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,944,686,428	32	1,864,616,956
33	Total liabilities and net assets/fund balances ........	3,415,179,967	33	3,249,193,885

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No