TY 2024 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) SUE ANDERSON...................................................................... DIRECTOR, REGIONAL PRESIDENT	50.00 ................. 5.00	X	X	1,377,728	0	548,240
(2) WESLEY SPARKMAN...................................................................... DIRECTOR, CHAIR	1.00 ................. 5.00	X	X	0	0	0
(3) WAYNE MATZKE...................................................................... DIRECTOR, VICE CHAIR	1.00 ................. 5.00	X	X	0	0	0
(4) SR RHEA EMMER...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(5) PENG HER...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(6) MARK HOLZMAN...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(7) JOAN KARSTEN...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(8) PATTI LEITZEN FYE...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(9) JENNIFER MASKEL MD...................................................................... DIRECTOR, PHYSICIAN AT SSM HEALTH	1.00 ................. 54.00	X		0	145,868	14,398
(10) THEODORE TED MILLER MD...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(11) OLIVIA OTTE...................................................................... DIRECTOR	1.00 ................. 5.00	X		0	0	0
(12) MATTHEW POGODZINSKI MD...................................................................... DIRECTOR, PHYSICIAN AT SSM HEALTH	1.00 ................. 54.00	X		0	813,233	65,767
(13) STEVE SMOOT...................................................................... VICE PRESIDENT, COO AT SSM HEALTH	1.00 ................. 54.00		X	0	2,364,935	1,119,698
(14) DOUGLAS LONG...................................................................... SECRETARY, CLO AT SSM HEALTH	1.00 ................. 54.00		X	0	1,587,150	700,771
(15) THOMAS KIRSCHBAUM...................................................................... ASST SEC, REG GENERAL COUNSEL	50.00 ................. 5.00		X	0	561,495	175,772
(16) MATT KINSELLA...................................................................... REGIONAL VP FINANCE-WISCONSIN	50.00 ................. 5.00		X	0	561,331	175,077
(17) KEVIN SMITH...................................................................... TREASURER, CFO AT SSM HEALTH	1.00 ................. 54.00		X	0	1,050,477	627,081

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(F) Estimated amount of other compensation from the organization and related organizations
(18) DAWIT TESFASILASSIE........................................................................ REGIONAL VP ACUTE CARE OPS	50.00 .......................0.00	X			578,283	0	185,300
(19) KYLE NONDORF........................................................................ REGIONAL VP ACUTE CARE	50.00 .......................0.00	X			757,276	0	232,342
(20) ERIC THORNTON........................................................................ HOSPITAL PRES ST. MARY'S MADISON	50.00 .......................0.00	X			538,837	0	172,657
(21) DEANN THURMER........................................................................ HOSPITAL PRES ST. CLARE	50.00 .......................0.00	X			0	452,136	138,008
(22) JANE CURRAN-MEULI........................................................................ HOSPITAL PRES ST. MARY'S JANESVILLE	50.00 .......................0.00	X			0	591,941	178,076
(23) JASON CRAIG........................................................................ REGIONAL VP AMBULATORY CARE	50.00 .......................0.00	X			460,616	0	132,431
(24) AMY FRANTA........................................................................ REG CHIEF CLINICAL OFFICER	50.00 .......................0.00	X			686,940	0	220,758
(25) BRADLEY SCHMIDT........................................................................ REG CHIEF MEDICAL OFFICER	50.00 .......................0.00	X			533,718	0	164,486
(26) CAREN LEWIS........................................................................ REG VP PATIENT CARE SVCS, CNO	50.00 .......................0.00	X			437,617	0	131,713
(27) BRENT MEIER........................................................................ REGIONAL VP SURGICAL & ACUTE CARE	40.00 .......................0.00		X		0	476,640	166,950
(28) DAVID OTTENBAKER........................................................................ REGIONAL VP PRIMARY CARE	40.00 .......................0.00		X		486,411	0	101,499
(29) LARRY ELFMAN........................................................................ REG CHIEF MEDICAL INFO OFFICER	40.00 .......................0.00		X		441,815	0	99,743
(30) DAVID JARVIS........................................................................ PHYSICIAN	40.00 .......................0.00		X		387,711	0	59,250
(31) JAMIE PETZKE........................................................................ PHYSICIAN	40.00 .......................0.00		X		363,717	0	36,791
(32) RANDY COMBS........................................................................ FORMER OFFICER	0.00 .......................0.00			X	0	1,454,021	29,506
(33) LAURA KAISER........................................................................ FMR OFF, PRESIDENT/CEO AT SSM HEALTH	0.00 .......................55.00			X	0	5,205,665	2,681,148
(34) JENNIFER CULOTTA........................................................................ FORMER KEY EMPLOYEE	40.00 .......................0.00			X	222,084	0	9,716
(35) JEFF SHADICK........................................................................ FORMER KEY EMPLOYEE	0.00 .......................50.00			X	0	356,093	129,016
(36) KIMBERLY SPENCER........................................................................ FORMER KEY EMPLOYEE	0.00 .......................50.00			X	0	406,221	133,184

(A) Name and business address	(B) Description of services	(C) Compensation
J H FINDORFF & SON INC 300 S BEDFORD ST MADISON,WI53703	CONSTRUCTION SERVICES	15,748,097
UNIVERSITY OF WISCONSIN 21 N PARK ST MADISON,WI53792	MEDICAL & PHYSICIAN SERVICES	3,789,059
TRIMEDX HOLDINGS LLC 5451 LAKEVIEW PARKWAY S DR INDIANAPOLIS,IN46268	CLINICAL ENGINEERING SERVICES	2,995,116
STERIS CORPORATION 5960 HEISLEY ROAD MENTOR,OH44060	CONTRACT STERILIZATION SERVICES	1,574,152
HEALTH DIMENSIONS CONSULTING INC 12900 WHITEWATER DRIVE STE 201 MINNEAPOLIS,MN55343	CONSULTING SERVICES	979,242
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 50

- 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

2024

Open to Public
Inspection

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 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 ...............................

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

(i) Name of supported organization	(ii) EIN	(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)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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?

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).

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.

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.

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.

Schedule A (Form 990) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

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

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

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

Special Rules

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

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

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

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization SSM HEALTH CARE OF WISCONSIN INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization SSM HEALTH CARE OF WISCONSIN INC		Employer identification number 43-0688874

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization SSM HEALTH CARE OF WISCONSIN INC			Employer identification number 43-0688874
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

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

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2024

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

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Part I-A

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

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 .................................................................... right arrow

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 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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 ..... right arrow

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

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

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) 2024

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 right arrow

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 right arrow

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) 2021	(b) 2022	(c) 2023	(d) 2024	(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) 2024

Page 3

Part II-B

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

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

(a)

Yes

(b)

Amount

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

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

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

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

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

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

Yes

45,988

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

45,988

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:	THE ORGANIZATION PAID DUES TO VARIOUS NATIONAL, STATE, AND LOCAL HOSPITALS ASSOCIATIONS AND A PORTION OF THESE DUES WERE ALLOCATED TO LOBBYING.

Schedule C (Form 990) 2024

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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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 ....	25,790,482	21,668,935	25,967,812	22,654,960	20,682,751
b	Contributions ...	872,575	1,353,809	623,806	237,100	33,418
c	Net investment earnings, gains, and losses	3,382,604	3,556,588	-3,629,459	3,112,122	2,955,265
d	Grants or scholarships ...				55,400	64,800
e	Other expenditures for facilities and programs ...	1,158,849	788,850	1,293,224	-19,030	1,251,674
f	Administrative expenses ....
g	End of year balance ......	28,886,813	25,790,482	21,668,935	25,967,812	22,354,960

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

Board designated or quasi-endowment right arrow

50.000 %

Permanent endowment right arrow

18.400 %

Term endowment right arrow

31.600 %

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)

Yes

(ii) Related organizations .................

3a(ii)

Yes

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

Yes

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 .....	9,011,221		9,011,221
b	Buildings ....	345,907,851	251,766,839	94,141,013
c	Leasehold improvements	85,026,106	70,255,020	14,771,086
d	Equipment ....	255,800,650	206,159,458	49,641,192
e	Other .....	47,885,066	-1,772,374	49,657,439
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				217,221,951

Schedule D (Form 990) (Rev. 1-2025)

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)INVESTMENT IN SUBSIDIARIES	121,622,799	F
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	121,622,799

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)OTHER RECEIVABLES				3,961,126
(2)DUE FROM AFFILIATES				46,678,120
(3)OTHER NON-CURRENT ASSETS				3,844,071
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				54,483,317

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
PENSION FUNDING LIABILITY	635,711
THIRD PARTY PAYOR	2,897,254
OPERATING LEASE OBLIGATIONS	3,969,869
OTHER LONG TERM LIABILITIES	540,456





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	8,043,290
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) (Rev. 1-2025)

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 V, LINE 4:

ENDOWMENT FUNDS WILL BE USED FOR THE SPECIFIC PURPOSE IDENTIFIED WHEN THE ENDOWMENT WAS ESTABLISHED. ACTIVITIES SUPPORTED BY THE ENDOWMENT FUNDS INCLUDE SCHOLARSHIPS, CONTINUING EDUCATION, AND SPECIFIC DEPARTMENT PATIENTS.

PART X, LINE 2:

SSM HEALTH CARE OF WISCONSIN, INC.'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF A RELATED ORGANIZATION, SSM HEALTH (SSMH). SSMH EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2024 OR 2023.

Schedule D (Form 990) (Rev. 1-2025)

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 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

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

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

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

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

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

Yes

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

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

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

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		(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) . . .	4,640,480		4,640,480	0.700 %
b	Medicaid (from Worksheet 3, column a) . . . . .	90,846,775	68,473,150	22,373,625	3.360 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	8,127,149	11,219,188	0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	103,614,404	79,692,338	27,014,105	4.060 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	1,134,730		1,134,730	0.170 %
f	Health professions education (from Worksheet 5) . . .	8,344,270	3,000,359	5,343,911	0.800 %
g	Subsidized health services (from Worksheet 6) . . . .	274,041		274,041	0.040 %
h	Research (from Worksheet 7) .	0
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	2,701,319		2,701,319	0.410 %
j	Total. Other Benefits . .	12,454,360	3,000,359	9,454,001	1.420 %
k	Total. Add lines 7d and 7j .	116,068,764	82,692,697	36,468,106	5.480 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

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

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy			16,254		16,254	0 %
8	Workforce development			1,191		1,191	0 %
9	Other
10	Total			17,445		17,445	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? ..........................

Yes

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

20,995,213

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).....

179,939,213

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

248,530,808

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

-68,591,595

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) 2024

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?3Name, 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)					Facility reporting group
1	SSM HEALTH ST MARY'S HOSPITAL-MADISON 700 SOUTH PARK STREET MADISON,WI53715 WWW.SSMHEALTH.COM/LOCATIONS/WISCONSIN/ 71	X	X	X	A
2	SSM HEALTH ST CLARE HOSPITAL-BARABOO 707 FOURTEENTH STREET BARABOO,WI53913 WWW.SSMHEALTH.COM/LOCATIONS/WISCONSIN/ 65	X	X	X	A
3	SSM HEALTH ST MARY'S HOSPITAL-JANESVILLE 3900 RACINE ST JANESVILLE,WI53546 WWW.SSMHEALTH.COM/LOCATIONS/WISCONSIN/ 318	X	X	X	A

Schedule H (Form 990) 2024

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)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

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

Yes

Community Health Needs Assessment

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

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

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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 24

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

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

Yes

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

Yes

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

Yes

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

Hospital facility’s website (list url): HTTPS://WWW.SSMHEALTH.COM/RESOURCES/ABOUT/COMMUNITY-HEALTH

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 24

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

Yes

If "Yes" (list url): HTTPS://WWW.SSMHEALTH.COM/RESOURCES/ABOUT/COMMUNITY-HEALTH

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) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
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.SSMHEALTH.COM/RESOURCES/PATIENTS-VISITORS/PAY-MY-BILL/FINANCIAL-ASSISTA

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

WWW.SSMHEALTH.COM/RESOURCES/PATIENTS-VISITORS/PAY-MY-BILL/FINANCIAL-ASSISTA

A plain language summary of the FAP was widely available on a website (list url):
WWW.SSMHEALTH.COM/RESOURCES/PATIENTS-VISITORS/PAY-MY-BILL/FINANCIAL-ASSISTA

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) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	FACILITY REPORTING GROUP - A
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) 2024

Page 7

Part VFacility Information (continued)

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

	FACILITY REPORTING GROUP - A
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) 2024

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
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: SSM HEALTH ST. MARY'S HOSPITAL-MADISON, - FACILITY 2: SSM HEALTH ST. CLARE HOSPITAL-BARABOO, - FACILITY 3: SSM HEALTH ST. MARY'S HOSPITAL-JANESVILLE
GROUP A-FACILITY 1 -- SSM HEALTH ST. MARY'S HOSPITAL-MADISON PART V, SECTION B, LINE 3J:	THE HOSPITAL FACILITIES ANALYZED SEVERAL HEALTH NEEDS OF THE COMMUNITY AND PRIORITIZED THOSE OF MOST CONCERN. THE PRIORITIZATION OF THE TOP SIGNIFICANT COMMUNITY HEALTH NEEDS IS DESCRIBED IN THE CHNA.
GROUP A-FACILITY 1 -- SSM HEALTH ST. MARY'S HOSPITAL-MADISON PART V, SECTION B, LINE 5:	HEALTHY DANE COLLABORATIVE IS A COALITION MADE UP OF FOUR HOSPITALS IN DANE COUNTY (UNITYPOINT HEALTH MERITER, SSM HEALTH - ST. MARY'S HOSPITAL, STOUGHTON HEALTH, AND UW HEALTH), GROUP HEALTH COOPERATIVE SOUTH CENTRAL WISCONSIN, AND PUBLIC HEALTH MADISON & DANE COUNTY. THEY WORK TOGETHER TO STUDY THE HEALTH NEEDS OF THE COMMUNITY. THE MEMBERS OF HEALTHY DANE HAVE A HISTORY OF TEAMING UP, ESPECIALLY ON ISSUES THAT AFFECT HOW PEOPLE ACCESS HEALTH CARE. HEALTHY DANE WAS CREATED TO SHOW HOW HOSPITALS AND THE LOCAL HEALTH DEPARTMENT CAN WORK TOGETHER TO IMPROVE HEALTH FOR ALL PEOPLE LIVING IN DANE COUNTY. THEY KNOW THAT SOME HEALTH ISSUES ARE TOO BIG FOR ONE GROUP TO HANDLE. THAT'S WHY THEY ARE COMMITTED TO WORKING TOGETHER WITH OTHER LOCAL GROUPS AND PEOPLE WHO LIVE, WORK, AND PLAY IN DANE COUNTY TO LISTEN AND FIND SOLUTIONS TO THE COMMUNITY'S HEALTH NEEDS. TO UNDERSTAND THESE NEEDS, THEY GATHERED INPUT FROM THE COMMUNITY AND LOOKED AT PUBLIC HEALTH DATA. THEY TALKED WITH PEOPLE IN PERSON AND ONLINE AND HELD FOCUS GROUPS LED BY YOUNG PEOPLE. THEY ALSO SPOKE WITH DOCTORS, NURSES, AND OTHER HEALTH WORKERS TO LEARN ABOUT THE CHALLENGES THEIR PATIENTS FACE. THEY LOOKED AT DATA FROM MANY SOURCES TO BETTER UNDERSTAND THE HEALTH PROBLEMS AND BARRIERS PEOPLE FACE. MOST OF THE DATA CAME FROM HEALTHYDANE.ORG, WHICH USES INFORMATION FROM THE NATIONAL CANCER INSTITUTE, THE ENVIRONMENTAL PROTECTION AGENCY, THE U.S. CENSUS BUREAU, THE U.S. DEPARTMENT OF EDUCATION, AND OTHER IMPORTANT SOURCES.
GROUP A-FACILITY 1 -- SSM HEALTH ST. MARY'S HOSPITAL-MADISON PART V, SECTION B, LINE 6A:	THE 2024 CHNA WAS COMPLETED COLLABORATIVELY COMPLETED WITH THE FOLLOWING OTHER HOSPITALS THROUGH PARTICIPATION IN HEALTHY DANE PARTNERS:* STOUGHTON HEALTH* UNITYPOINT HEALTH - MERITER * UW HEALTH
GROUP A-FACILITY 1 -- SSM HEALTH ST. MARY'S HOSPITAL-MADISON PART V, SECTION B, LINE 6B:	THE 2024 CHNA WAS COMPLETED COLLABORATIVELY COMPLETED WITH THE FOLLOWING OTHER COMMUNITY PARTNERS THROUGH PARTICIPATION IN HEALTHY DANE PARTNERS:* GROUP HEALTH COOPERATIVE* PUBLIC HEALTH MADISON * PUBLIC HEALTH DANE COUNTY
GROUP A-FACILITY 1 -- SSM HEALTH ST. MARY'S HOSPITAL-MADISON PART V, SECTION B, LINE 11:	THE HOSPITAL IDENTIFIED VARIOUS HEALTH NEEDS IN THE 2024 CHNA. IN ORDER TO MAKE MEANINGFUL IMPACT, & TO USE ITS FINANCES MOST EFFECTIVELY & EFFICIENTLY, THE HOSPITAL WILL PLACE PRIMARY FOCUS ON THE FOLLOWING KEY PRIORITIES: REPRODUCTIVE JUSTICE, CHRONIC CONDITIONS, MENTAL HEALTH & SUBSTANCE ABUSE, & INJURY & SAFETY REPRODUCTIVE JUSTICEPROGRESS MADE SINCE 2021* IN 2023, SSM HEALTH REFERRED 144 BLACK PATIENTS TO THE CONNECT RX PROGRAM & 320 PATIENTS WERE REFERRED TO THE OB NURSE NAVIGATOR TO SUPPORT PATIENTS IN IDENTIFYING COMMUNITY RESOURCES & SUPPORT. * WE HAVE PARTNERED WITH HARAMBEE VILLAGE DOULAS TO ENROLL BLACK WOMEN WITH RECEIVING SUPPORT THROUGHOUT THEIR ENTIRE PREGNANCY & LABOR PROCESS. * IN 2023, SSM HEALTH & HEALING OUR HEARTS COLLABORATED TO PLANT 12 TREES AT THE "TREE DEDICATION & REMEMBRANCE CEREMONY" TO HONOR THE LOSS OF DANE COUNTY INFANTS. * THE HOSPITAL CONTRIBUTES TO PRE-NATAL SUPPORT SPECIALIST SERVICES THROUGH THE ACCESS COMMUNITY HEALTH CENTERS. * IN SPRING 2023, SSM HEALTH LOBBIED THE STATE LEGISLATURE TO PASS A 12-MONTH EXTENSION TO POSTPARTUM COVERAGE FOR MEDICAID RECIPIENTS IN THE STATE OF WISCONSIN. GOALS & OBJECTIVES IMPROVE ACCESS TO CARE & BIRTH OUTCOMES - ST. MARY'S HOSPITAL SAVING OUR BABIES IS A COMMUNITY-DRIVEN INITIATIVE THAT PROMOTES A COLLECTIVE IMPACT RESPONSE TO THE BLACK MATERNAL & CHILD HEALTH CRISIS WE ARE EXPERIENCING. PROVIDE SUPPORT & RESOURCES TO PATIENTS WHO ARE AT RISK FOR THE SOCIAL DRIVERS OF HEALTH - OUR ORGANIZATION, ALONG WITH SEVERAL OTHERS, BELIEVES THAT CONTINUOUS MEDICAID COVERAGE DURING THESE 12 MONTHS IS A KEY STRATEGY TO POSITIVELY IMPACT THE RATES OF MATERNAL MORBIDITY & MORTALITY.CHRONIC CONDITIONS PROGRESS MADE SINCE 2021* THE HOSPITAL PROVIDED & CONTINUES TO PROVIDE MULTI-YEAR SUPPORT TO THE REBALANCED-LIFE WELLNESS ASSOCIATION FOR HEALTH SCREENING, EDUCATION & HEALTH PROMOTION SERVICES TAILORED BLACK MEN THROUGH A BARBER SHOP HEALTH CLINIC ENVIRONMENT. * THE HOSPITAL PROVIDED & CONTINUES TO PROVIDE MULTI-YEAR SUPPORT TO THE SPECIALTY FREE CLINIC, ACCESS COMMUNITY HEALTH, PERRY FAMILY FREE CLINIC, & OUR LADY OF HOPE CLINIC FOR IN-KIND MEDICAL IMAGING & PREVENTATIVE LABS TO SUPPORT PATIENTS. IN 2023, THAT AMOUNT TOTALED OVER $1.2 MILLION OF SUPPORT. * IN JULY 2023, RIVER FOOD PANTRY BECAME OUR PARTNER IN PROVIDING EMERGENCY FOOD TO PATIENTS TO OVER 200 FAMILIES IN FAMILY BIRTH WHO INDICATED THEY HAD FOOD INSECURITIES IN THE LAST 12 MONTHS. * SSM HEALTH HAS PROVIDED OVER $100K TO FOUNDATION FOR DANE COUNTY OVER THE PAST FOUR YEARS; WITH FUNDING DEDICATED TO PURCHASE OF A 15-PASSENGER VAN FOR YOUTH PROGRAM TRANSPORTATION & AN ALL-TERRAIN WHEELCHAIR FOR TRAIL ACCESS FOR INDIVIDUALS WITH MOBILITY CONCERNS. * SSM & MADISON & DANE COUNTY WORKED TO SECURE LOCAL-LEVEL GRANT DOLLARS TO SUPPORT INCREASED SNAP INCENTIVES SPECIFICALLY FOR HEALTHY FOODS BY MEETING WITH COUNTY BOARD MEMBERS, TESTIFYING PUBLICLY, & WORKED DIRECTLY WITH THE COUNTY EXECUTIVE'S OFFICE. * SSM HEALTH PARTNERED WITH A NUMBER OF LOCAL-LEVEL STAKEHOLDERS FOCUSED ON CHILDHOOD HEALTH TO ADVOCATE FOR MMSD TO CHANGE THEIR WELLNESS POLICY TO INCLUDE A REQUIREMENT THAT ALL SCHOOLS INCLUDE A WATER BOTTLE FILLING STATION IN THEIR CONSTRUCTION OR RENOVATION PLANS. * TO RESPOND TO THE COVID-19 PANDEMIC, OUR CARE TEAM WORKED TOWARD BUILDING A COLLABORATIVE MOBILE VACCINE PROGRAM WITH PARTNER HEALTH SYSTEMS TO MAXIMIZE REACH & REDUCE BARRIERS TO VACCINATIONS OVERALL. SINCE SEPTEMBER 2022, LOCAL ORGANIZATIONS ACROSS DANE COUNTY HAVE PARTNERED TO HOST 44 CLINICS WITH 5,333 VACCINES ADMINISTERED.GOALS & OBJECTIVES INCREASE ACCESS TO HEALTHY FOOD * IN APRIL 2024, THE FOOD PROGRAM IN PARTNERSHIP WITH RIVER FOOD PANTRY EXPANDED TO THE BEHAVIORAL HEALTH DEPARTMENT DUE TO THE HIGH VOLUMES OF FOOD INSECURE PATIENTS. * IN 2024, THE HOSPITAL FINANCIALLY SUPPORTED AREA FOOD PANTRIES LIKE RIVER FOOD PANTRY, SECOND HARVEST FOOD BANK'S FARM TO SCHOOL PROGRAM, & REAP FOOD GROUP FOR BUILDING A HEALTHIER FOOD SYSTEM FOR DANE COUNTY. IMPROVE ACCESS TO PREVENTATIVE CARE * SINCE 2022, OVER 120 KIDS WITHOUT HEALTH INSURANCE WERE CONNECTED TO A PRIMARY CARE PROVIDER AT SSM HEALTH. * THE PARISH NURSE TEAM SUPPORTS AREA MINISTRIES BY ASSISTING, SUPPORTING & EDUCATING COMMUNITY MEMBERS & PARISHIONERS WHO ARE FACING ACUTE & CHRONIC CONDITIONS OR NEEDING SYSTEM & PROGRAM NAVIGATION SUPPORT. MENTAL HEALTH & SUBSTANCE ABUSEPROGRESS MADE SINCE 2021* THE HOSPITAL JOINED WITH THE SAFE COMMUNITIES PARTNERSHIP TO SUPPORT MENTAL HEALTH PROGRAMMING AROUND SUBSTANCE USE DISORDER RECOVERY & SUICIDE PREVENTION. * THE EMERGENCY DEPARTMENT TO RECOVERY IS BROUGHT IN WHEN A PERSON PRESENTS IN THE EMERGENCY ROOM AS EXPERIENCING AN OVERDOSE, A RECOVERY COACH IS CALLED & RESPONDS TO THE HOSPITAL TO PROVIDE PEER LEVEL SUPPORT FOR RECOVERY. * IN 2024, SSM HEALTH, AS PART OF THE ZERO SUICIDE PARTNERSHIP, BEGAN A NEW ROUND OF 4 INTERNAL REVIEW & ASSESSMENT TO STRENGTHEN OUR SUPPORT TO PATIENTS & IDENTIFY OPPORTUNITIES TO EXPAND THIS PROGRAM REGIONALLY ACROSS THE WISCONSIN MARKET. * IN EFFORTS TO PREVENT YOUTH SUICIDE IN OUR YOUTH, SSM HEALTH SPONSORED THE "GOT YOUR BACK" APP, A MENTAL HEALTH & SUICIDE PREVENTION APP EQUIPPED WITH SUPPORT SYSTEMS, RESOURCES & TOOLS FOR MONITORING & SUPPORTING YOUTH IN NAVIGATING THEIR OWN MENTAL HEALTH. * IN 2022, SSM HEALTH BECAME THE FIRST HEALTHCARE PARTNER TO SERVE ON THE WI COALITION TO END SENIOR ISOLATION & LONELINESS, SPECIFICALLY SERVING THE ACCESS & DETECTION TEAM IN SCREENING SENIORS FOR ISOLATION & THEN PROVIDING COMMUNITY RESOURCES FOR INCREASED INCLUSION & BELONGING IN COMMUNITY. * THE HOSPITAL IS A PROUD SPONSOR OF THIS EVENT SINCE 2019 & IN 2023 SSM HEALTH EXPANDED THE FINANCIAL SPONSORSHIP TO SUPPORT MENTAL HEALTH ACCESS TO BLACK FAMILIES ACROSS DANE COUNTY.GOALS & OBJECTIVESSTRENGTHEN THE MENTAL HEALTH WORKFORCE* AT SSM HEALTH, WE RECOGNIZE THAT CARING FOR OTHERS CAN POTENTIALLY PLACE OUR TEAM MEMBERS' EMOTIONAL WELL-BEING AT RISK; THIS INCLUDES AN UNANTICIPATED EVENT OR INJURY. CARE FOR CAREGIVERS IS DESIGNED TO PROVIDE SUPPORT TO OUR TEAM MEMBERS, WHEN THEY NEED IT MOST.* IN THE LAST LEGISLATIVE SESSION, SSM HEALTH SUPPORTED A PROPOSAL ENTERING WISCONSIN INTO THE COUNSELING COMPACT. IN 2025 & 2026, WE WILL CONTINUE THESE EFFORTS TO INCREASE ACCESS TO CARE BY ADVOCATING FOR WISCONSIN'S ENTRY INTO THE SOCIAL WORK COMPACT WITH AN EYE ON EMERGING INTER-STATE COMPACTS. INCREASE ACCESS TO AFFORDABLE MENTAL HEALTH SERVICES - IN 2023, SSM HEALTH LAUNCHED THE VIRTUAL BEHAVIORAL HEATH INTEGRATION PROGRAM IN FAMILY MEDICINE & INTERNAL MEDICINE PRACTICES PROVIDING TELEPHONIC MENTAL HEALTH COACHING. THIS PROGRAM IS FREE TO SSM HEALTH PATIENTS & HAS SUPPORTED OVER 16,000 IN THE REGION SINCE ITS LAUNCH.PROVIDE EDUCATION & SUPPORT FOR SUBSTANCE ABUSE PREVENTION - AS PART OF THE WI SOCIETY OF ADDICTION MEDICINE OVERDOSE RESPONSE PROTOCOL PROJECT, THE HOSPITAL EMERGENCY DEPARTMENT IS IMPLEMENTING THE HOPE KIT INITIATIVE IN AN EFFORT TO PREVENT OVERDOSES IN DANE COUNTY. ADDITIONALLY, THE HOSPITAL WILL BE INSTALLING A NARCAN VENDING MACHINE NEAR THE HOSPITAL PARKING RAMP & BUS STOP FOR EASE OF ACCESS IN 2025.INJURY & SAFETYPROGRESS MADE SINCE 2021* SINCE FALL 2023, SSM HEALTH HAS PROVIDED OVER 100 FALL PREVENTION KITS TO THE COMMUNITY & SSM HEALTH COMMUNITY HEALTH WORKERS & TRAUMA COORDINATORS HAVE PROVIDED FALLS PREVENTION EDUCATION AT AREA SENIOR CENTERS IN COORDINATION WITH SAFE COMMUNITIES & FALLS FREE DANE COALITION.* IN 2021 A FORMAL PARTNERSHIP WITH FOCUSED INTERRUPTION WAS ESTABLISHED THROUGH THE HOSPITAL TRAUMA PROGRAM. FOCUSED INTERRUPTION HAS HELPED MORE THAN 500 VICTIMS OF GUN VIOLENCE IN THE MADISON AREA. * IN SUPPORT FOR AN AMENDMENT TO THE 2022 CITY OF MADISON OPERATING BUDGET, SSM HEALTH LOBBIED KEY LOCAL ELECTED OFFICIALS & SUBMITTED A WRITTEN TESTIMONY TO THE MADISON CITY COUNCIL IN THE SUPPORT FOR GUN VIOLENCE PREVENTION FUNDING VIA OUR COMMUNITY PARTNER FOCUSED INTERRUPTION. * THE "PROTECT THE FRONTLINE" ACT WAS CREATED TO BOTH PREVENT FUTURE THREATS OF VIOLENCE AGAINST HEALTHCARE WORKERS & PROVIDE ADDITIONAL TOOLS THAT WOULD HOPEFULLY STOP SUCH THREATS IN BECOMING ACTS OF VIOLENCE. IN FEBRUARY 2022, SSM HEALTH SUBMITTED WRITTEN TESTIMONY IN SUPPORT FOR SENATE BILL 970 & IN MARCH 2022, GOVERNOR EVERS SIGNED IT INTO LAW.GOALS & OBJECTIVESINCREASE OPPORTUNITIES FOR EDUCATION & RESOURCES TO PREVENT INJURIES* SSM HEALTH FINANCIALLY SPONSORS THE GOT YOUR BACK APP & WILL CONTINUE TO DISSEMINATE TO AREA SCHOOLS FOR AWARENESS.* AS PART OF THE 2025-2027 IMPROVEMENT PLAN, SSM HEALTH WILL CONDUCT A REGION-WIDE ZERO SUICIDE ASSESSMENT UTILIZING THE PRACTICAL TOOLKIT TO GUIDE OUR HEALTHCARE SYSTEM INTO CHANGE.REDUCE FALL-RELATED EVENTS - IN PARTNERSHIP WITH SAFE COMMUNITIES & FALLS FREE DANE COALITION, THE HOSPITAL WILL SUPPORT FALL PREVENTION EDUCATION & SUPPORT TO AGING ADULTS IN DANE COUNTY.
GROUP A-FACILITY 1 -- SSM HEALTH ST. MARY'S HOSPITAL-MADISON PART V, SECTION B, LINE 13H:	SSM HEALTH MAY UTILIZE PREDICTIVE ANALYTICAL SOFTWARE OR OTHER CRITERIA TO ASSIST IN MAKING A DETERMINATION OF FINANCIAL ASSISTANCE ELIGIBILITY IN SITUATIONS, INCLUDING BUT NOT LIMITED TO THE HOMELESS POPULATION, WHERE THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT HAS NOT PROVIDED THE NECESSARY DOCUMENTATION TO MAKE A DETERMINATION. IRREGULARLY, IN THE ABSENCE OF USING THE PREDICTIVE ANALYTICAL SOFTWARE, PRESUMPTIVE CHARITY MAY BE AUTHENTICATED BY THE PATIENT CARE TEAM AS REPRESENTED AS CHARITY OR UNINSURED DISCOUNTS TO THE PATIENTS' FINANCIAL OBLIGATION.ADDITIONALLY, PATIENTS MAY BE ELIGIBLE TO RECEIVE A DISCOUNT ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS.
GROUP A-FACILITY 2 -- SSM HEALTH ST. CLARE HOSPITAL-BARABOO PART V, SECTION B, LINE 3J:	THE HOSPITAL FACILITIES ANALYZED SEVERAL HEALTH NEEDS OF THE COMMUNITY AND HAVE PRIORITIZED THOSE OF MOST CONCERN. THE PRIORITIZATION OF THE TOP SIGNIFICANT COMMUNITY HEALTH NEEDS IS DESCRIBED IN THE CHNA.
GROUP A-FACILITY 2 -- SSM HEALTH ST. CLARE HOSPITAL-BARABOO PART V, SECTION B, LINE 5:	THE PRIMARY DATA INCLUDES MULTIPLE PERSPECTIVES & EXPERIENCES FROM PEOPLE WHO LIVE &/OR WORK IN SAUK COUNTY. THE PRIMARY DATA WAS COLLECTED USING MULTIPLE METHODS: A COMMUNITY HEALTH ASSESSMENT SURVEY, ONE-ON-ONE KEY INFORMANT INTERVIEWS, & FOCUS GROUPS. TO COLLECT PRIMARY DATA, WE USED AN ONLINE CONVENIENCE SAMPLE SURVEY THAT WAS AVAILABLE FROM FEBRUARY TO MAY 2024. THE CONFIDENTIAL & ANONYMOUS SURVEY ASKED RESPONDENTS TO THINK ABOUT THEIR COMMUNITY & IDENTIFY COMMUNITY PROBLEMS & COMMUNITY STRENGTHS. RESPONDENTS WERE ALSO ASKED TO ANSWER DEMOGRAPHIC QUESTIONS. THE SURVEY WAS ADVERTISED TO OUR ENTIRE COMMUNITY BY WAY OF LOCAL NEWSPAPER PRESS RELEASES. ONLINE ADVERTISEMENTS RAN ON THE WEBSITES OF ALL 3 COUNTY HEALTHCARE SYSTEMS AS WELL AS PUBLIC HEALTH'S & INCLUDED CORRESPONDING SOCIAL MEDIA SITES. RADIO INTERVIEWS ON MAGNUM RADIO GROUP STATIONS, PRESS RELEASES TO THE SCHOOL DISTRICTS, INTERNAL COMMUNICATIONS WITHIN THE COALITION ENTITIES, & LOCAL ENTITIES SUCH AS CHURCHES & LIBRARIES ASSISTED BY DISTRIBUTING INFORMATION. CARDS ADVERTISING THE SURVEY WERE CREATED & HANDED OUT AT LOCAL ENTITIES INCLUDING LIBRARIES, LOCAL BUSINESSES, CHURCHES, MENTAL HEALTH OFFICES, & PHARMACIES. A TARGETED MAILING LIST WAS PURCHASED & A SURVEY CARD SENT TO RESIDENTS IN LOW INTERNET AREAS. IN TOTAL WE RECEIVED 1,106 COMPLETED SURVEYS. COMMUNITY PERSPECTIVES & DATA GATHERED DURING THIS ENDEAVOR WERE INCORPORATED INTO THE CHNA ALONG WITH 6 KEY INFORMANT INTERVIEWS & 5 COMMUNITY CONVERSATIONS. THE COMMUNITY HEALTH SURVEY DATA SHOWS THESE MOST PRESSING HEALTH ISSUES IN SAUK COUNTY. THE SURVEY PROVIDED THE COMMUNITY AT LARGE TO PROVIDE INPUT REGARDING THEIR EXPERIENCE & KNOWLEDGE OF COMMUNITY PROBLEMS. THE SURVEY WAS AVAILABLE IN HARD COPY AT THE HEALTH DEPARTMENT & ONLINE ON THE HEALTH DEPARTMENT'S WEBSITE. THE SURVEY WAS AVAILABLE TO TAKE IN ENGLISH & SPANISH.SOCIAL DETERMINANTS OF HEALTH (SDOH) ARE NON-MEDICAL FACTORS THAT AFFECT HEALTH OUTCOMES. THESE FACTORS INCLUDE THE CONDITIONS IN WHICH PEOPLE ARE BORN, GROW, LIVE, WORK, & AGE, AS WELL AS THE SYSTEMS THAT SHAPE DAILY LIFE. SDOH CAN AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, & QUALITY-OF-LIFE OUTCOMES & RISKS.SSM HEALTH ST. CLARE HOSPITAL - BARABOO BEGAN SCREENING FOR THE SOCIAL DETERMINANTS OF HEALTH FOR ACUTE CARE PATIENTS IN JANUARY 2023. THE DATA BELOW REFLECTS THE PERCENT OF PATIENTS AT RISK FOR HOUSING INSTABILITY, LACK OF ACCESS TO TRANSPORTATION, FINANCIAL STRAIN, & FOOD INSECURITY.ON OCTOBER 3, 2024 THE SAUK COUNTY HEALTH & WELLNESS STEERING COMMITTEE HOSTED A COMMUNITY BREAKFAST AT HO CHUNK CASINO & HOTEL WITH OVER 100 COMMUNITY MEMBERS IN ATTENDANCE. THE INTENT OF THIS MEETING WAS TO SHOWCASE THE COMMUNITY HEALTH NEEDS ASSESSMENT FINDINGS & LEARN FROM OUR COMMUNITY WHERE THEY BELIEVE WE SHOULD BE FOCUSING OUR ATTENTION ON INNOVATIVE, YET REALISTIC STRATEGIES FOR GREATEST IMPACT. FROM THESE CONVERSATIONS, THE SAUK COUNTY WORKGROUPS ADDRESSING EACH OF THESE PRIORITIES WENT TO WORK ON DETERMINING FOCUSED STRATEGIES FOR THE 2025-2027 COMMUNITY HEALTH IMPROVEMENT PLAN. IN ADDITION TO SSM HEALTH'S COMMITMENT TO THESE COMMUNITY-BASED STRATEGIES, SSM HEALTH ST. CLARE HOSPITAL BARABOO IDENTIFIED OTHER KEY STRATEGIES TO FOCUS ON AS AN ORGANIZATION INCLUDING THE IMPLEMENTATION OF OUR PLACE-BASED INVESTING PROGRAM TO ADDRESS HOUSING GAPS, REGION-WIDE ASSESSMENT TO ADOPT THE ZERO SUICIDE FRAMEWORK FOR HOSPITALS, & OUR CARE FOR THE CAREGIVER PROGRAM TO STRENGTHEN OUR WORKFORCE. THESE WERE CHOSEN BASED OFF GREATEST IMPACT & CONTINUING EFFORTS WHERE RESOURCES & STAFF WERE ALREADY IDENTIFIED.
GROUP A-FACILITY 2 -- SSM HEALTH ST. CLARE HOSPITAL-BARABOO PART V, SECTION B, LINE 6A:	THE 2024 CHNA WAS COMPLETED COLLABORATIVELY COMPLETED WITH THE FOLLOWING OTHER HOSPITALS THROUGH PARTICIPATION IN THE SAUK COUNTY HEALTH & WELLNESS STEERING COMMITTEE:* REEDSBURG MEDICAL CENTER * SAUK PRAIRIE HEALTHCARE
GROUP A-FACILITY 2 -- SSM HEALTH ST. CLARE HOSPITAL-BARABOO PART V, SECTION B, LINE 6B:	THE 2024 CHNA WAS COMPLETED COLLABORATIVELY COMPLETED WITH THE FOLLOWING OTHER COMMUNITY PARTNERS THROUGH PARTICIPATION IN THE SAUK COUNTY HEALTH & WELLNESS STEERING COMMITTEE:* SAUK COUNTY PUBLIC HEALTH DEPARTMENT * HO-CHUNK NATION* AGING & DISABILITY RESOURCE CENTER* PATHWAY HOME OF SOUTH CENTRAL WI* UW EXTENSION* CITY OF REEDSBURG* SAUK PRAIRIE SCHOOL DISTRICT* BARABOO SCHOOL DISTRICT* SAUK PRAIRIE CHAMBER OF COMMERCE* VILLAGE OF PLAIN
GROUP A-FACILITY 2 -- SSM HEALTH ST. CLARE HOSPITAL-BARABOO PART V, SECTION B, LINE 11:	THE HOSPITAL IDENTIFIED VARIOUS HEALTH NEEDS IN THE 2024 CHNA. IN ORDER TO MAKE A MEANINGFUL IMPACT, & TO USE ITS FINANCES MOST EFFECTIVELY & EFFICIENTLY, THE HOSPITAL WILL PLACE PRIMARY FOCUS ON THE FOLLOWING KEY PRIORITIES:* MENTAL HEALTH* AFFORDABLE HOUSING* SUBSTANCE ABUSE MENTAL HEALTH* #1 ISSUE IS ACCESS TO A MENTAL HEALTH PROVIDER.* 13% OF ADULTS REPORTING FAIR OR POOR HEALTH. * 15% OF ADULTS REPORTING 14 OR MORE DAYS OF POOR MENTAL HEALTH PER MONTH. * 46% OF FEMALES & 31% OF MALE STUDENTS REPORTED ANXIETY & DEPRESSION FOR TWO WEEKS OR MORE IN A ROW. * STIGMA EDUCATION REDUCES SUICIDE ATTEMPTS BY 5%.PROGRESS MADE SINCE 2021* IMPLEMENTED A ROBUST PROCESS TO ASSESS PATIENTS' HEALTH-RELATED SOCIAL NEEDS VIA A NURSING SCREENING TOOL, & WHEN NEEDS ARE IDENTIFIED, PROVIDING A REFERRAL TO COMMUNITY & SUPPORT SERVICES AS APPROPRIATE. * AS A COMMUNITY PARTNER, THE SSM HEALTH ST. CLARE FOUNDATION PROVIDED HYGIENE ITEMS SUCH AS TOILET PAPER, SOAP, & SHAMPOO THROUGH THE HYGIENE PROGRAM FOR BARABOO & WISCONSIN DELLS FOOD PANTRIES. * SUPPORT & UTILIZE CREDIBLE MIND SAUK COUNTY PLATFORM FOR PATIENTS IN IMMEDIATE NEED OF MENTAL HEALTH RESOURCES.GOALS & OBJECTIVES BY 12/31/2027, REDUCE SUICIDE DEATHS BY 20% FROM 10 IN 2023 TO 8 IN 2027.* TRAIN AT LEAST 8-GUN SHOP STAFF IN SUICIDE PREVENTION. * ENROLL 3-GUN SHOPS/SHOOTING RANGES IN THE SAFE STORAGE PROGRAM. * PROMOTE & SUPPORT THE CREDIBLEMIND WEBSITE & ITS RESOURCES. * PROVIDE CRISIS INTERVENTION TRAINING FOR LAW ENFORCEMENT.ENHANCE ACCESS TO CARE BY CONTINUING TO PROMOTE THE VIRTUAL BEHAVIOR HEALTH INTEGRATION PROGRAM. * IN 2023, SSM HEALTH LAUNCHED THE VIRTUAL BEHAVIORAL HEALTH INTEGRATION (VBHI) PROGRAM IN OVER 71 FAMILY & INTERNAL MEDICINE CLINICS FOR PATIENTS 18+. THIS FREE PROGRAM OFFERS TELEPHONIC MENTAL HEALTH COACHING, ADDRESSING CONCERNS LIKE GRIEF, SUBSTANCE USE, & STRESS MANAGEMENT. SINCE ITS LAUNCH, VBHI HAS SUPPORTED OVER 16,000 PATIENTS IN THE SSM HEALTH WISCONSIN REGION, ENHANCING ACCESS TO CARE & FOCUSING ON EACH PATIENT'S UNIQUE NEEDS & GOALS. SUPPORT & PROMOTE THE CARE FOR THE CAREGIVER PROGRAM. * THE PROGRAM IS FOR CAREGIVERS INVOLVED IN MEDICAL ERRORS LOOKING TO RECEIVE SUPPORT. THIS SUPPORT CAN BE PROVIDED ORGANIZATIONALLY WITH TRAINED INDIVIDUALS, OR THROUGH REFERRAL NETWORKS. IMPLEMENTING A CARE FOR THE CAREGIVER PROGRAM ENSURES THESE SUPPORT LEVELS ARE AVAILABLE, HELPING CAREGIVERS COPE & RECOVER AFTER ADVERSE EVENTS. PROMOTE & SUPPORT THE JACOB SWAG FOUNDATION & THE GOT YOUR BACK APP. COMPLETE A REGION-WIDE ZERO SUICIDE ASSESSMENT * A FRAMEWORK FOR HEALTHCARE SYSTEMS, BELIEVING SUICIDE DEATHS ARE PREVENTABLE. IT IMPROVES PATIENT SAFETY WITH SEVEN ELEMENTS FOR IMPLEMENTATION. AS PART OF THE 2025-2027 PLAN, SSM HEALTH OF WISCONSIN WILL CONDUCT AN ASSESSMENT, USING A PRACTICAL TOOLKIT TO GUIDE SYSTEM-WIDE CHANGES.AFFORDABLE HOUSING* HOME PRICES ARE UP 24.1% SINCE 2023 WITH THE MEDIAN PRICE OF $360K.* 13% OF HOUSEHOLDS EXPERIENCED AT LEAST ONE OF THE FOLLOWING HOUSING PROBLEMS: OVERCROWDING, HIGH HOUSING COSTS, LACK OF KITCHEN FACILITIES OR LACK OF PLUMBING FACILITIES.* 41% OF CHILDREN ENROLLED IN PUBLIC SCHOOLS ARE ELIGIBLE FOR FREE LUNCH OR REDUCE PRICE LUNCH.* TO COVER BASIC HOUSEHOLD EXPENSES, RESIDENTS NEED AN HOURLY WAGE OF $45.99 FOR A HOUSEHOLD OF ONE ADULT & TWO CHILDREN, LOWER THAN THE WISCONSIN AVERAGE OF $49.27.PROGRESS MADE SINCE 2021* COALITION MEMBERS ARE WORKING TO BRING HOUSING AWARENESS TO THE COMMUNITY AS A LACK OF HOUSING CAN REPRESENT MANY HEALTH ISSUES THAT DERIVE FROM SOCIAL DETERMINANTS OF HEALTH (SDOH). * DONATED $10,000 TO THE SEEDS OF HOPE PROJECT FOR PATHWAY HOME (HOMELESS SHELTER) & SUPPORTED THE COLDEST NIGHT OF THE YEAR. THEY OFFER SHELTER FOR APPROX. 30 INDIVIDUALS A MONTH. * THROUGH THE SSM HEALTH BASKETS OF HOPE FOOD INSECURITY INITIATIVE, WE PARTNER WITH LOCAL FOOD PANTRY, BEYOND BLESSED, TO PROVIDE NEW MOMS WITH SHELF-STABLE EMERGENCY GROCERIES & LOCAL RESOURCES AVAILABLE TO HELP WITH MORE PERMANENT FOOD SECURITY OPTIONS. IN ADDITION, WE PARTICIPATED IN THE GIVE THANKS MATCH CHALLENGE WHERE SSM HEALTH MATCHED DONATIONS UP TO $10,000 TO BEYOND BLESSED.GOALS & OBJECTIVES BY 12/31/2027, DECREASE THE PERCENTAGE OF SAUK COUNTY HOUSEHOLDS THAT ARE STRESSED BY HIGH HOUSING COSTS (PAYING 30% OR MORE OF THEIR HOUSEHOLD INCOME ON HOUSING) FROM 24% IN 2024 TO 22% IN 2027.* PROVIDE TECHNICAL ASSISTANCE & SUPPORT TO 5 MUNICIPAL LEADERS. * PROVIDE 4 NEWSLETTERS TO MUNICIPAL LEADERS TO HIGHLIGHT INNOVATIVE & BEST PRACTICES.DISSEMINATE OUR HOUSING RESOURCES TO SSM HEALTH SOCIAL WORKERS & CASE MANAGERS WHILE CONCURRENTLY COLLABORATING WITH OUR MARKETING TEAM TO EFFECTIVELY PROMOTE & PUBLICIZE THESE EFFORTS.PLACE-BASED INVESTING - SSM HEALTH PLACE-BASED INVESTMENT (PBI) PROGRAM STRIVES TO ADDRESS HEALTH INEQUITIES & MAKE A POSITIVE ECONOMIC IMPACT IN THE COMMUNITIES WE SERVE. THIS INITIATIVE HELPS FILL FINANCING GAPS IN THE MARKETPLACE BY ADDING AFFORDABLE & FLEXIBLE CAPITAL FOR COMMUNITY PROJECTS THAT ADDRESS UPSTREAM DETERMINANTS OF HEALTH, SUCH AS HOUSING.SUBSTANCE ABUSE * 23% OF ADULTS SELF-REPORTED EXCESSIVE DRINKING IN THE LAST 30 DAYS* 34% OF MOTOR VEHICLE CRASH DEATHS INVOLVED ALCOHOL * 15% OF ADULTS ARE CURRENT CIGARETTE SMOKERS * NARCAN VENDING MACHINE HAS BEEN UTILIZED ON AVERAGE 35 TIMES A MONTHPROGRESS MADE SINCE 2021* SSM HEALTH CHERYL GOECKERMANN INITIATED A COMMUNITY MENTAL HEALTH ACTIVITY IN COLLABORATION WITH OUR SSM HEALTH BARABOO COMMUNITY HEALTH TEAM FEATURING A FREE COMMUNITY SCREENING OF THE DR. GABOR MATE'S "WISDOM OF TRAUMA" FILM IN PARTNERSHIP WITH SAUK COUNTY PUBLIC HEALTH, HO CHUNK HOUSE OF WELLNESS, & UW PLATTEVILLE TO SUPPORT THE COUNTY'S MENTAL HEALTH INITIATIVES. * AS AN ACTIVE PARTNER WITH THE SAUK COUNTY CARE CONSORTIUM & A RECIPIENT OF GRANT FUNDING FOR OUR MINISTRY TO BE ONE OF THE FIRST WISCONSIN HOSPITALS TO PROVIDE A NARCAN DISPENSING MACHINE TO OUR COMMUNITY TO ASSIST WITH DRUG OVERDOSE PREVENTION. THE MONTHLY AVERAGE OF PRODUCTS/RESOURCES DISTRIBUTED IS OVER 35 ITEMS. * TEEN FOCUS GROUPS WERE HELD FOR AGES 14-18, FOCUSING ON EXPERIENCES WITH ALCOHOL, VAPING, TOBACCO & MARIJUANA.GOALS & OBJECTIVES BY 12/31/27, REDUCE THE USE OF ALCOHOL & COMMERCIAL TOBACCO AMONG YOUTH AGES 12-18 BY 10% PER SUBSTANCE (YRBS DATA).BY 12/31/27, REDUCE THE MISUSE OF PAINKILLERS AMONG YOUTH & ADULTS BY 10% (YRBS, OVERDOSE RATES DATA).* MAINTAIN THE WISCONSIN WINS PROGRAM, CONDUCTING LAW ENFORCEMENT CHECKS ON TOBACCO & ALCOHOL SALES. * INCREASE/PROVIDE SAFER MEDICATION STORAGE & DISPOSAL SITES AROUND THE COUNTY. * CONTINUE TO MANAGE EXISTING VENDING MACHINES & ASSIST IN THE IMPLEMENTATION OF NEW ONES.BY 12/31/27 REDUCE OVERDOSE DEATHS BY 25% FROM 8 IN 2023 TO 6 IN 2027* INCREASE ACCESS TO NALOXONE BY INSTALLING 3 MORE OVERDOSE AID KITS (OAKS) & 2 MORE VENDING MACHINES. * HOST 12 SOBER SOCIAL EVENTS. * PROVIDE PEER SUPPORT SERVICES TO 300 PEOPLE VIA EMS RESPONSE TEAMS, WISHOPE COMMUNITY CENTER, & OTHER PARTNERSHIPS.
GROUP A-FACILITY 2 -- SSM HEALTH ST. CLARE HOSPITAL-BARABOO PART V, SECTION B, LINE 13H:	SSM HEALTH MAY UTILIZE PREDICTIVE ANALYTICAL SOFTWARE OR OTHER CRITERIA TO ASSIST IN MAKING A DETERMINATION OF FINANCIAL ASSISTANCE ELIGIBILITY IN SITUATIONS, INCLUDING BUT NOT LIMITED TO THE HOMELESS POPULATION, WHERE THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT HAS NOT PROVIDED THE NECESSARY DOCUMENTATION TO MAKE A DETERMINATION. IRREGULARLY, IN THE ABSENCE OF USING THE PREDICTIVE ANALYTICAL SOFTWARE, PRESUMPTIVE CHARITY MAY BE AUTHENTICATED BY THE PATIENT CARE TEAM AS REPRESENTED AS CHARITY OR UNINSURED DISCOUNTS TO THE PATIENTS' FINANCIAL OBLIGATION.ADDITIONALLY, PATIENTS MAY BE ELIGIBLE TO RECEIVE A DISCOUNT ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS.
GROUP A-FACILITY 3 -- SSM HEALTH ST. MARY'S HOSPITAL-JANESVILL PART V, SECTION B, LINE 3J:	THE HOSPITAL FACILITIES ANALYZED SEVERAL HEALTH NEEDS OF THE COMMUNITY AND HAVE PRIORITIZED THOSE OF MOST CONCERN. THE PRIORITIZATION OF THE TOP SIGNIFICANT COMMUNITY HEALTH NEEDS IS DESCRIBED IN THE CHNA.
GROUP A-FACILITY 3 -- SSM HEALTH ST. MARY'S HOSPITAL-JANESVILL PART V, SECTION B, LINE 5:	SSM HEALTH ST. MARY'S HOSPITAL JANESVILLE, AS A MEMBER & ADVISOR OF THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR, CONDUCTED THE 2024 COMMUNITY HEALTH ASSESSMENT (CHA) BEGINNING IN JANUARY & FINALIZING IN AUGUST 2024. THE 2024 CHA WAS DEVELOPED USING THE FOLLOWING TOOLS: PRIMARY DATA: DATA COLLECTED BY THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY THROUGH A SURVEY, COMMUNITY CONVERSATIONS, & KEY INFORMANT INTERVIEWS. * A 32-QUESTION SURVEY ON PERCEPTIONS OF HEALTH THAT WAS AVAILABLE IN ENGLISH & SPANISH. 537 TOTAL RESPONSES WERE COLLECTED THROUGHOUT THE SURVEY PERIOD. * 22 SMALL GROUP CONVERSATIONS WERE HELD THROUGHOUT ROCK COUNTY WITH OVER 150 PARTICIPANTS. THE THEMES OF THE CONVERSATIONS ARE INDICATED IN THE IMAGE BELOW. * 16 INTERVIEWS WERE HELD WITH ROCK COUNTY LEADERS. SECONDARY DATA: IN ADDITION TO A REVIEW OF DEMOGRAPHICS, WE GATHERED & REVIEWED DATA FROM BROAD SOURCES TO SET THE INITIAL DIRECTION & PRIORITIES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT. * THE SECONDARY DATA WAS DERIVED FROM A VARIETY OF UNBIASED SOURCES INCLUDING U.S. CENSUS BUREAU, COUNTY HEALTH RANKINGS, YOUTH BEHAVIORAL RISK SURVEY, COMMUNITY COMMONS, AREA DEPRIVATION INDEX & OPPORTUNITY ATLAS, & THE WISCONSIN DEPARTMENT OF HEALTH SERVICES. HISTORICAL SPOTLIGHTS ON HEALTH: THE SOCIAL, ECONOMIC, & ENVIRONMENTAL CONDITIONS THAT SHAPE THE HEALTH OF POPULATIONS ARE NOT JUST THE PRODUCTS OF CIRCUMSTANCE; THEY ARE PART OF AN HISTORICAL CONTINUUM. * 14 PARTNERS FROM ACROSS ROCK COUNTY PERFORMED AN EXTENSIVE HISTORICAL REVIEW OF 15 CATEGORIES WHICH IMPACT THE HEALTH OF RESIDENTS TODAY.
GROUP A-FACILITY 3 -- SSM HEALTH ST. MARY'S HOSPITAL-JANESVILL PART V, SECTION B, LINE 6A:	THE 2024 CHNA WAS COMPLETED COLLABORATIVELY COMPLETED WITH THE FOLLOWING OTHER HOSPITALS THROUGH PARTICIPATION IN THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR):* BELOIT HEALTH SYSTEM* EDGERTON HOSPITAL & HEALTH SERVICES* MERCYHEALTH
GROUP A-FACILITY 3 -- SSM HEALTH ST. MARY'S HOSPITAL-JANESVILL PART V, SECTION B, LINE 6B:	THE 2024 CHNA WAS COMPLETED COLLABORATIVELY COMPLETED WITH THE FOLLOWING OTHER COMMUNITY PARTNERS THROUGH PARTICIPATION IN THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR):* AGING & DISABILITY RESOURCE CENTER * ROCK COUNTY PREVENTION NETWORK * BELOIT AREA COMMUNITY HEALTH CENTER * ROCK COUNTY PUBLIC HEALTH DEPARTMENT * ROCK COUNTY SUPERVISORS & ADMINISTRATION * BELOIT PUBLIC LIBRARY * ROCK VALLEY COMMUNITY PROGRAMS * BELOIT NAACP * ROCK-WALWORTH COMPREHENSIVE FAMILY SERVICES HEAD * BUILDING A SAFER EVANSVILLE (BASE) START/EARLY HEAD START * CITY OF BELOIT SCHOOL DISTRICT OF BELOIT * CITY OF JANESVILLE * SCHOOL DISTRICT OF JANESVILLE * CHILDREN'S RESOURCE CENTER - SOUTH * SECOND HARVEST FOOD BANK * COMMUNITY ACTION, INC. * SOCIETY'S ASSETS * SOUTH CENTRAL WISCONSIN AREA HEALTH EDUCATION CENTER * HEALTHNET OF ROCK COUNTY * SOUTHWEST WISCONSIN WORKFORCE DEVELOPMENT BOARD * HEDBERG PUBLIC LIBRARY * JANESVILLE COMMUNITY CENTER* UNITED WAY BLACKHAWK REGION * JANESVILLE MOBILIZING 4 CHANGE (JM4C) * UNIVERSITY OF WISCONSIN DIVISION OF EXTENSION * UW MADISON CARBONE CANCER CENTER * MILTON YOUTH COALITION * YOUTH 2 YOUTH * NUTRITION & HEALTH ASSOCIATES / ROCK COUNTY WIC * YWCA OF ROCK COUNTY * ROCK COUNTY HUMAN SERVICES DEPARTMENT * COMMUNITY MEMBERS AT LARGE
GROUP A-FACILITY 3 -- SSM HEALTH ST. MARY'S HOSPITAL-JANESVILL PART V, SECTION B, LINE 11:	THE HOSPITAL IDENTIFIED VARIOUS HEALTH NEEDS IN THE 2024 CHNA. IN ORDER TO MAKE A MEANINGFUL IMPACT, & TO USE ITS FINANCES MOST EFFECTIVELY & EFFICIENTLY, THE HOSPITAL WILL PLACE PRIMARY FOCUS ON THE FOLLOWING KEY PRIORITIES:* MENTAL HEALTH* HOUSINGMENTAL HEALTH PROGRESS MADE SINCE 2021* THE JACOB'S SWAG FOUNDATION "GOT YOUR BACK" APP TO SUPPORT MENTAL HEALTH ACCESS & SUICIDE PREVENTION ACROSS OUR SERVICE AREA. STAFF ATTENDED & SHARED RESOURCES WITH OVER 120 YOUTH DURING THEIR MENTAL HEALTH FAIR IN FALL 2023. * INSTRUCTED OVER 1,500 STUDENTS IN ROCK COUNTY THROUGH THE CATCH MY BREATH VAPING PREVENTION CURRICULUM, SPECIFICALLY TO MIDDLE SCHOOL & HIGH SCHOOL STUDENTS. * PROVIDED $15,000 TO GIFTS MEN'S SHELTER FOR ART THERAPY IN 2023 & MUSIC THERAPY IN 2024 FOR GUESTS TO HAVE AN ALTERNATIVE METHOD FOR IMPROVING THEIR MENTAL HEALTH. * IN PARTNERSHIP WITH KANDU INDUSTRIES, PROVIDED FUNDS TO CREATE A SENSORY ROOM FOR THOSE WITH NEURODIVERGENCE TO RELAX & REGROUP THROUGHOUT THE DAY. IN 2024, SSM HEALTH PROVIDED FUNDS FOR EQUESTRIAN THERAPY OPPORTUNITIES FOR FURTHER SUPPORT. * INITIAL HEALTHCARE PARTNER TO JOIN THE WISCONSIN COALITION TO END ISOLATION & LONELINESS. THE HOSPITAL SAT ON THE DATA COLLECTION WORKGROUP & PILOTED SENIOR ISOLATION & LONELINESS SCREENINGS. * IN 2022, THE HOSPITAL HIRED A COMMUNITY HEALTH WORKER SPECIFICALLY FOCUSED ON AGING ADULTS TO SUPPORT ISOLATION & LONELINESS AS WELL AS FALL PREVENTION. ACCOMPLISHMENTS INCLUDE: INSTRUCTED THE EVIDENCE-BASED PROGRAM, STEPPING ON, FOR FALL PREVENTION TO OVER 25 AGING ADULTS; SAT WITH AGING & LONELY PATIENTS IN THE HOSPITAL LOBBY WAITING FOR TRANSPORTATION TO OFFER RESOURCES & SUPPORT, & HANDED OUT OVER 500 FALL PREVENTION KITS INCLUDING THE CDC FALL PREVENTION HOME CHECKLIST. GOALS & OBJECTIVES STRENGTHEN THE MENTAL HEALTH WORKFORCE * CARE FOR CAREGIVERS - AT SSM HEALTH, WE RECOGNIZE THAT CARING FOR OTHERS CAN POTENTIALLY PLACE OUR TEAM MEMBERS' EMOTIONAL WELL-BEING AT RISK, THIS INCLUDES AN UNANTICIPATED EVENT OR INJURY. THESE ALL MAY HAVE POTENTIAL LASTING TRAUMATIC EFFECTS. CARE FOR CAREGIVERS IS DESIGNED TO PROVIDE SUPPORT TO OUR TEAM MEMBERS, WHEN THEY NEED IT MOST.* ADVOCACY - IN THE LAST LEGISLATIVE SESSION, SSM HEALTH SUPPORTED A PROPOSAL ENTERED WISCONSIN INTO THE COUNSELING COMPACT WHICH NOW INCLUDES 37 STATES. IN 2025 & 2026, WE WILL CONTINUE THESE EFFORTS TO INCREASE ACCESS TO CARE BY ADVOCATING FOR WISCONSIN'S ENTRY INTO THE SOCIAL WORK COMPACT WITH AN EYE ON EMERGING INTER-STATE COMPACTS. INCREASE ACCESS TO AFFORDABLE MENTAL HEALTH SERVICES * VIRTUAL BEHAVIORAL HEALTH INTEGRATION (VBHI) - IN 2023, SSM HEALTH LAUNCHED THE VIRTUAL BEHAVIORAL HEATH INTEGRATION PROGRAM IN FAMILY MEDICINE & INTERNAL MEDICINE PRACTICES FOR PATIENTS 18+ IN OVER 71 CLINICS ACROSS OUR SYSTEM. THIS PROGRAM WAS DESIGNED TO SUPPORT ANY PATIENT NEEDING SUPPORT BY PROVIDING TELEPHONIC MENTAL HEALTH COACHING. THIS PROGRAM IS FREE TO SSM HEALTH PATIENTS & HAS SUPPORTED OVER 16,000 IN THE REGION SINCE ITS LAUNCH.IMPROVE COMMUNITY CONDITIONS TO MAKE ROCK COUNTY A MENTALLY HEALTHY PLACE TO LIVE* EDUCATE LOCAL YOUTH ON THE IMPACT OF SUBSTANCE USE ON MENTAL HEALTH - CATCH MY BREATH IS AN EVIDENCE-BASED YOUTH VAPING PREVENTION PROGRAM FOR GRADES 5-12 THAT HAS BEEN PROVEN TO SUBSTANTIALLY REDUCE STUDENTS LIKELIHOOD OF VAPING. IN ROCK COUNTY, 10% OF 8TH GRADERS ARE VAPING COMPARED TO ONLY 3% OF 6TH GRADERS, THEREFORE SSM HEALTH WILL CONTINUE TO FOCUS ON PROVIDING THIS EDUCATION TO 5TH/6TH GRADE STUDENTS IN ROCK COUNTY IN ADDITION TO SUPPORTING SCHOOLS IN IMPLEMENTATION FOR OTHER GRADES & AGES.* PROMOTE MENTAL HEALTH RESOURCES IN OUR COMMUNITIES - IN 2023, THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR) LAUNCHED CREDIBLE MIND, A DIGITAL PLATFORM THAT PROVIDES SCIENTIFICALLY-BACKED MENTAL HEALTH & SELF-CARE RESOURCES THAT ARE SPECIFICALLY CHOSEN TO MATCH YOUR UNIQUE NEEDS & PREFERENCES RIGHT HERE IN ROCK COUNTY. THE "GOT YOUR BACK APP, PROVIDED BY THE JAKOB SWAG FOUNDATION IN GREEN COUNTY, WISCONSIN & SPONSORED BY SSM HEALTH, IS A MENTAL HEALTH & SUICIDE PREVENTION APP EQUIPPED WITH SUPPORT SYSTEMS, RESOURCES & TOOLS FOR MONITORING & SUPPORTING YOUTH IN NAVIGATING THEIR OWN MENTAL HEALTH. * ZERO SUICIDE FRAMEWORK - ZERO SUICIDE IS A FRAMEWORK FOR HEALTHCARE SYSTEMS WITH THE FOUNDATIONAL BELIEF THAT SUICIDE DEATHS FOR INDIVIDUALS UNDER THE CARE OF HEALTH & BEHAVIORAL HEALTH SYSTEMS ARE PREVENTABLE. SSM HEALTH OF WISCONSIN WILL CONDUCT A REGION-WIDE ZERO SUICIDE ASSESSMENT UTILIZING THE PRACTICAL TOOLKIT TO GUIDE OUR HEALTHCARE SYSTEM INTO CHANGE.* MENTAL HEALTH IN WORKPLACE SCORECARD - TO IDENTIFY AREAS OF IMPROVEMENT AT LOCAL ORGANIZATIONS, EACH MEMBER OF THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY (HEAR) WILL COMPLETE A MENTAL HEALTH CULTURE SCORECARD WITH THE GOAL OF EXPANDING THIS ASSESSMENT FOR OTHER NONPROFITS, BUSINESSES & CORPORATIONS THROUGHOUT ROCK COUNTY* SICK LEAVE POLICIES - IN WISCONSIN, THERE ARE NO CURRENT LAWS REGULATING PAID SICK TIME OFF & ALTHOUGH SOME SICK LEAVE POLICIES MAY IMPLY SUPPORT FOR MENTAL HEALTH. SUPPORT WILL BE PROVIDED TO ORGANIZATIONS WANTING TO CHANGE THEIR POLICY IF IDENTIFIED AS AN AREA OF IMPROVEMENT FROM THE MENTAL HEALTH SCORECARD.HOUSINGGOALS & OBJECTIVES IMPROVE HOUSING AFFORDABILITY* PLACED-BASED INVESTMENT PROGRAM FOR HOUSING - THE SSM HEALTH PLACE-BASED INVESTMENT (PBI) PROGRAM STRIVES TO ADDRESS HEALTH INEQUITIES & MAKE A POSITIVE ECONOMIC IMPACT IN THE COMMUNITIES WE SERVE. THIS INITIATIVE HELPS FILL FINANCING GAPS IN THE MARKETPLACE BY ADDING AFFORDABLE & FLEXIBLE CAPITAL FOR COMMUNITY PROJECTS THAT ADDRESS UPSTREAM DETERMINANTS OF HEALTH, SUCH AS HOUSING. IMPROVE THE LIVING CONDITIONS OF HOUSING* TENANT EDUCATION & RESOURCES - AS PART OF THE HOUSING WORKGROUP THROUGH THE HEALTH EQUITY ALLIANCE OF ROCK COUNTY, WE WILL EDUCATE TENANTS & HOMEOWNERS ON SAFE LIVING CONDITIONS & IMPROVEMENT OPPORTUNITIES & ADVOCATE FOR LEGAL COUNSEL FOR TENANTS FACING EVICTION OR OTHER HOUSING CONCERNS.* LEAD TESTING SUPPORT - IN 2024, THE HOSPITAL PROVIDED A MINI GRANT TO WIC & HEAD START TO COMPLETE LEAD TESTING FOR FAMILIES IN ROCK COUNTY WHICH WAS ABLE TO SUPPORT 90% OF HEAD START KIDS IN 2024. FUNDING FOR TESTING REMAINS A GAP, THEREFORE WE WILL CONTINUE TO SEEK OUT OPPORTUNITIES TO SUPPORT THIS ONGOING EFFORT IN OUR COMMUNITIES.REDUCE THE IMPACTS OF HOMELESSNESS * REDUCING STIGMA OF HOMELESSNESS - AS PART OF THE HOUSING WORKGROUP THROUGH THE HEAR COALITION, WE WILL EDUCATE THE COMMUNITY ON THE VARIOUS FACTORS IMPACTING AFFORDABILITY TO REDUCE THE STIGMA AROUND HOMELESSNESS (FACES OF HOMELESSNESS CAMPAIGN).* PREVENTING THE CRIMINALIZATION OF HOMELESSNESS - IN SUPPORT OF THE HOMELESS INTERVENTION TASK FORCE OF ROCK & WALWORTH COUNTIES (HITF) WE WILL ADVOCATE TO PREVENT THE CRIMINALIZATION OF HOMELESSNESS.OTHER PRIORITY AREAS THE CHNA ALSO IDENTIFIED THE FOLLOWING AS TOP HEALTH AREAS THAT WERE NOT SELECTED BY THE COMMUNITY PARTICIPANTS TO BE IN THE TOP PRIORITIES TO ADDRESS: HEALTHCARE ACCESS, ACCESS TO DENTAL CARE, ECONOMIC STABILITY & TRANSPORTATION. HOWEVER, SSM HEALTH ST. MARY'S HOSPITAL JANESVILLE HAS CONTINUED & WILL CONTINUE TO IMPROVE & WORK ON MANY OF THESE PRIORITIES BELOW ARE SOME EXAMPLES NOT PROVIDED ABOVE:* SINCE 2022, THE HOSPITAL HAS PROVIDED OVER $10,000 IN COMMUNITY CONTRIBUTIONS FOCUSED ON IMPROVING LITERACY. * IN FEBRUARY 2024, SSM HEALTH WAS PROUD TO OFFER MYCHART SPANISH AS PART OF ONGOING EFFORTS TO ENSURE THAT ALL OUR PATIENTS & FAMILIES HAVE ACCESS TO THEIR HEALTH INFORMATION. THE HOSPITAL COMPLETED THE HEALTH LITERACY ORGANIZATIONAL ASSESSMENT FROM JANUARY-JUNE 2023 WHICH REVIEWED INTERNAL POLICIES, PATIENT FACING FORMS, SIGNAGE & WAYFINDING WITHIN THE HOSPITAL & EASE OF ACCESS FOR PATIENTS. THE RESULTS OF THIS ASSESSMENT WERE REVIEWED BY HOSPITAL LEADERSHIP & STEPS ARE BEING MADE TO IMPLEMENT CHANGE WHERE IDENTIFIED. IN PARTNERSHIP WITH ROCK COUNTY BASED PRENATAL & POSTPARTUM DOULAS, THE HOSPITAL HOSTED A DOULA MEET & GREET IN DECEMBER 2022. * TO ENSURE PATIENTS PRESENTING AT THE EMERGENCY DEPARTMENT AT THE HOSPITAL GET THE DENTAL SUPPORT THEY NEED, EVERY PATIENT WITH AN ORAL HEALTH DIAGNOSIS IS REFERRED TO HEALTHNET TO ESTABLISH DENTAL CARE THAT SAME WEEK AS PART OF THE DENTAL DIVERSION PROGRAM.* THE HOSPITAL PROVIDES A MINI GRANT APPLICATION FOR ORGANIZATIONS TO RECEIVE UP TO $10,000 FOR PROJECTS, ACTIVITIES, OR EVENTS WHICH FOCUS ON ONE OF THE TWO HEALTH PRIORITIES IDENTIFIED THE CHNA, OR WHICH ADDRESS A SOCIAL DETERMINANT OF HEALTH (SDOH) AS PART OF ITS ANNUAL NONPROFIT COMMUNITY BREAKFAST CONVERSATION.* SSM HEALTH HAS PARTNERED WITH THE BELOIT & JANESVILLE FARMERS MARKETS TO SUPPORT THEIR SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) PROGRAM. * THE BASKET OF HOPE EMERGENCY FOOD PROGRAM PROVIDES EACH PATIENT WITH A WEEK'S WORTH OF FOOD & IS SUPPORTED BY OUR PARTNERSHIP WITH ECHO.
GROUP A-FACILITY 3 -- SSM HEALTH ST. MARY'S HOSPITAL-JANESVILL PART V, SECTION B, LINE 13H:	SSM HEALTH MAY UTILIZE PREDICTIVE ANALYTICAL SOFTWARE OR OTHER CRITERIA TO ASSIST IN MAKING A DETERMINATION OF FINANCIAL ASSISTANCE ELIGIBILITY IN SITUATIONS, INCLUDING BUT NOT LIMITED TO THE HOMELESS POPULATION, WHERE THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT HAS NOT PROVIDED THE NECESSARY DOCUMENTATION TO MAKE A DETERMINATION. IRREGULARLY, IN THE ABSENCE OF USING THE PREDICTIVE ANALYTICAL SOFTWARE, PRESUMPTIVE CHARITY MAY BE AUTHENTICATED BY THE PATIENT CARE TEAM AS REPRESENTED AS CHARITY OR UNINSURED DISCOUNTS TO THE PATIENTS' FINANCIAL OBLIGATION.ADDITIONALLY, PATIENTS MAY BE ELIGIBLE TO RECEIVE A DISCOUNT ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS.

Schedule H (Form 990) 2024

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?8
Name and address		Type of Facility (describe)
1	1 - ST MARY'S CARE CENTER 3401 MAPLE GROVE DRIVE MADISON,WI53719	LONG-TERM CARE
2	2 - ST CLARE MEADOWS CARE CENTER 1414 JEFFERSON BARABOO,WI53913	LONG-TERM CARE
3	3 - ST MARY'S SLEEP CENTER 2844 INDEX ROAD FITCHBURG,WI53713	SLEEP CENTER
4	4 - ST CLARE URGENT CARE 530 WISCONSIN DELLS PARKWAY LAKE DELTON,WI53965	URGETN CARE CENTER
5	5 - ST MARY'S CHILD CARE CENTER 723 S ORCHARD STREET MADISON,WI53715	CHILD CARE CENTER
6	6 - ST CLARE CHILD CARE CENTER 707 14TH STREET BARABOO,WI53913	CHILD CARE CENTER
7	7 - ST CLARE CARDIAC AND PULMONARY REHAB - 1302 BROADWAY ROAD WISCONSIN DELLS,WI53965	REHABILITATION CENTER
8	8 - SSM HEALTH SLEEP CENTER 700 S BROOKS STREET FITCHBURG,WI53714	SLEEP CENTER
9
10

Schedule H (Form 990) 2024

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 I, LINE 3C:	ELIGIBILITY FOR FINANCIAL ASSISTANCE WILL BE CONSIDERED FOR THOSE INDIVIDUALS WHO:* HAVE LIMITED OR NO HEALTH INSURANCE;* COOPERATE WITH SSM HEALTH'S POLICIES AND PROCEDURES;* DEMONSTRATE FINANCIAL NEED;* SUPPLY ALL REQUIRED INFORMATION TO PROCESS THE APPLICATION; AND * REIMBURSES THE HOSPITAL FOR ANY MONIES PAID DIRECTLY TO PATIENT BY INSURANCE. PATIENTS WHOSE FAMILY INCOME EXCEEDS 400% OF THE FEDERAL POVERTY GUIDELINES (FPL) MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF THE HOSPITAL. IN SUCH CASES, OTHER FACTORS MAY BE CONSIDERED IN DETERMINING THEIR ELIGIBILITY FOR DISCOUNTED OR FREE SERVICES, INCLUDING:BANK ACCOUNTS, INVESTMENTS AND OTHER ASSETSEMPLOYMENT STATUS AND EARNING CAPACITYAMOUNT AND FREQUENCY OF BILLS FOR HEALTH CARE SERVICESOTHER FINANCIAL OBLIGATIONS AND EXPENSES*GENERALLY, FINANCIAL RESPONSIBILITY WILL BE NO MORE THAN 25% OF GROSS FAMILY INCOME.SSM HEALTH MAY UTILIZE PREDICTIVE ANALYTICAL SOFTWARE OR OTHER CRITERIA TO ASSIST IN MAKING A DETERMINATION OF FINANCIAL ASSISTANCE ELIGIBILITY IN SITUATIONS, INCLUDING BUT NOT LIMITED TO THE HOMELESS POPULATION, WHERE THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT HAS NOT PROVIDED THE NECESSARY DOCUMENTATION TO MAKE A DETERMINATION. IRREGULARLY, IN THE ABSENCE OF USING THE PREDICTIVE ANALYTICAL SOFTWARE, PRESUMPTIVE CHARITY MAY BE AUTHENTICATED BY THE PATIENT CARE TEAM AS REPRESENTED AS CHARITY OR UNINSURED DISCOUNTS TO THE PATIENTS' FINANCIAL OBLIGATION.
PART I, LINE 6A:	SSM HEALTH CARE CORPORATION FILES A COMBINED COMMUNITY BENEFIT REPORT FOR ALL ITS AFFILIATES. THE COMMUNITY BENEFIT REPORT CAN BE FOUND ON SSM'S WEBSITE AT: HTTPS://WWW.SSMHEALTH.COM/RESOURCES/ABOUT/COMMUNITY-HEALTH.
PART I, LINE 7:	THE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART I, LINE 7A, 7B, AND 7C WERE DETERMINED USING THE COST TO CHARGE RATIO DERIVED FROM WORKSHEET 2 IN THE SCHEDULE H INSTRUCTIONS. FORM 990, SCHEDULE H, PART I, LINES 7E, 7F, 7G, 7H, AND 7I ARE REPORTED AT COST AS REPORTED. THE CALCULATION OF FORM 990, SCHEDULE H, PART I, LINE 7, COLUMN F UTILIZES FORM 990, PART IX, LINE 25, COLUMN A, WHICH DOES NOT INCLUDE BAD DEBT EXPENSE.
PART II, COMMUNITY BUILDING ACTIVITIES:	SSM HEALTH CARE OF WISCONSIN, INC. PARTICIPATES IN A WIDE ARRAY OF COMMUNITY AND CIVIC ORGANIZATIONS IN THE PROMOTION OF HEALTH CARE AND COMMUNITY BUILDING ACTIVITIES. SPECIFIC ACTIVITIES REPORTED IN PART II OF SCHEDULE H INCLUDE THE FOLLOWING:* JOB SHADOWS JOB SHADOWS FOR VARIOUS POSITIONS FOR YOUNG PEOPLE INTERESTED IN LEARNING MORE ABOUT THE HEALTHCARE FIELD.* ADVOCACY PARTICIPATION IN WISCONSIN ADVOCACY DAYS AND GOVERNMENT AFFAIRS OFFICE* LEADERSHIP DEVELOPMENT PARTICIPATION IN SAUK COUNTY INSTITUTE OF LEADERSHIP
PART III, LINE 2:	AS A RESULT OF NEW ACCOUNTING GUIDANCE, BAD DEBT IS NO LONGER AN EXPENSE BUT IS INCLUDED AS A REDUCTION IN NET PATIENT REVENUE.
PART III, LINE 3:	FOR FINANCIAL STATEMENT PURPOSES, SSM HEALTH HAS ADOPTED ACCOUNTING STANDARDS UPDATE NO. 2014-09 (TOPIC 606). IMPLICIT PRICE CONCESSIONS INCLUDE BAD DEBTS. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE IN ACCORDANCE WITH HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15 AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. THEREFORE, THERE IS NO AMOUNT REPORTED ON PART III, LINE 3 FOR THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER SSM HEALTH'S FINANCIAL ASSISTANCE POLICY.
PART III, LINE 4:	SSM HEALTH CARE OF WISCONSIN, INC. IS PART OF THE SSM HEALTH CONSOLIDATED AUDIT. THE FOOTNOTE THAT REFERENCES THE TREATMENT OF UNCOLLECTIBLE ACCOUNTS AND IMPLICIT PRICE CONCESSIONS IN THE DECEMBER 31, 2024 CONSOLIDATED AUDIT IS CONTAINED ON PAGE 13 AND 14 OF THE ATTACHED FINANCIAL STATEMENTS.
PART III, LINE 8:	THE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COST WAS BASED ON THE MEDICARE PRINCIPLES USED IN COMPLETING THE MEDICARE COST REPORT. ALL COST REPORTED CAME FROM THE MEDICARE COST REPORT. SSM HEALTH ACCEPTS ALL MEDICARE PATIENTS WITH THE KNOWLEDGE THAT THERE MAY BE SHORTFALLS AND OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. SSM HEALTH BELIEVES THAT ANY MEDICARE SHORTFALL SHOULD BE TREATED AS A COMMUNITY BENEFIT BECAUSE MEDICARE DOES NOT FULLY COMPENSATE HOSPITALS FOR THE COST OF PROVIDING HOSPITAL CARE TO MEDICARE BENEFICIARIES, AS MEDICARE ALLOWED COST IS LESS THAN ACTUAL COST.
PART III, LINE 9B:	THE HOSPITALS HAVE ESTABLISHED A WRITTEN CREDIT AND COLLECTION POLICY AND PROCEDURES. THE BILLING AND COLLECTION POLICIES AND PRACTICES REFLECT THE MISSION AND VALUES OF SSM HEALTH, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE, THE HOSPITAL EMBRACES ITS RESPONSIBILITY TO SERVE THE COMMUNITIES IN WHICH IT PARTICIPATES BY ESTABLISHING SOUND BUSINESS PRACTICES. THE HOSPITALS' BILLING AND COLLECTION PRACTICES WILL BE FAIRLY AND CONSISTENTLY APPLIED.ALL STAFF AND VENDORS ARE EXPECTED TO TREAT ALL PATIENTS CONSISTENTLY AND FAIRLY, REGARDLESS OF THEIR ABILITY TO PAY. THEY RESPOND TO PATIENTS IN A PROMPT AND COURTEOUS MANNER REGARDING ANY QUESTIONS ABOUT THEIR BILLS AND PROVIDE NOTIFICATION OF THE AVAILABILITY OF FINANCIAL ASSISTANCE.ALL UNINSURED PATIENTS WILL BE PROVIDED A STANDARD DISCOUNT FOR MEDICALLY NECESSARY INPATIENT AND OUTPATIENT SERVICES, INCLUDING SERVICES PROVIDED AT OFF-CAMPUS OUTPATIENT SITES. THE HOSPITAL DETERMINED THE AMOUNT OF THE DISCOUNT BASED ON THE LOCAL MANAGED CARE MARKET, APPLICABLE STATUTORY REQUIREMENTS AND OTHER RELEVANT LOCAL CIRCUMSTANCES. THE RATE MUST BE NO LESS THAN THE LOWEST EFFECTIVE DISCOUNT RATE AND NO GREATER THAN THE HIGHEST EFFECTIVE DISCOUNT RATE FOR THE CURRENT MANAGED CARE CONTRACTS OF THE HOSPITAL. UNINSURED PATIENTS MAY ALSO QUALIFY FOR AN ADDITIONAL DISCOUNT BASED UPON FINANCIAL NEED UNDER THE SYSTEM FINANCIAL ASSISTANCE POLICY.ALL ACCOUNTS DUE FROM THE PATIENT WILL RECEIVE A STATEMENT AFTER DISCHARGE OR AFTER FINAL ADJUDICATION FROM PATIENT'S INSURANCE. GENERALLY, THE PATIENT WILL RECEIVE 4 MONTHS (120 DAYS) OF IN-HOUSE COLLECTION EFFORTS (INCLUDING EARLY OUT VENDORS) AND 12 MONTHS OF BAD DEBT COLLECTION EFFORTS. THE HOSPITAL WILL MAKE REASONABLE EFFORTS TO DETERMINE FAP ELIGIBILITY INCLUDING:1. THE FINANCIAL ASSISTANCE SUMMARY WILL BE INCLUDED WITH EACH BILLING STATEMENT2. EXTRAORDINARY COLLECTION ACTIVITY (ECAS) MAY NOT OCCUR UNTIL BAD DEBT PLACEMENT AND ONLY AFTER 120 DAYS.3. ECAS MUST BE SUSPENDED IF A GUARANTOR SUBMITS A FAP APPLICATION DURING THE APPLICATION PERIOD.4. REASONABLE MEASURES MUST BE TAKEN TO REVERSE ECAS IF THE APPLICATION IS APPROVED WHICH MAY INCLUDE REFUNDING ANY PAYMENTS MADE IN EXCESS OF AMOUNTS OWED AS AN FAP-ELIGIBLE INDIVIDUAL.5. BAD DEBT VENDORS WILL GAIN WRITTEN APPROVAL FROM SSM PRIOR TO ENGAGING IN ECAS. SSM WILL REVIEW THE ACCOUNTS AND VERIFY SATISFACTORY COMPLETION OF REASONABLE EFFORTS DURING THE NOTIFICATION AND APPLICATION PERIOD.A WAIVER IS NOT CONSIDERED REASONABLE EFFORTS. OBTAINING A SIGNED WAIVER THAT AN INDIVIDUAL DOES NOT WISH TO APPLY FOR FAP ASSISTANCE OR RECEIVE FAP APPLICATION INFORMATION WILL NOT MEET THE REQUIREMENT TO MAKE "REASONABLE EFFORTS" TO DETERMINE WHETHER THE INDIVIDUAL IS FAP-ELIGIBLE BEFORE ENGAGING IN ECAS.ALL OUTSIDE COLLECTION AGENCIES MUST COMPLY WITH STATE AND FEDERAL LAWS, COMPLY WITH THE ASSOCIATION OF CREDIT AND COLLECTION PROFESSIONAL'S CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY AND COMPLY WITH THE HOSPITAL'S COLLECTION AND FINANCIAL ASSISTANCE POLICIES.
PART VI, LINE 2:	SSM HEALTH (SSMH) PARTICIPATES IN COMMUNITY BENEFIT ACCORDING TO OUR VISION, THROUGH OUR PARTICIPATION IN THE HEALING MINISTRY OF JESUS CHRIST, COMMUNITIES, ESPECIALLY THOSE THAT ARE ECONOMICALLY, PHYSICALLY, & SOCIALLY MARGINALIZED, WILL EXPERIENCE IMPROVED HEALTH IN MIND, BODY, SPIRIT & ENVIRONMENT. IN THE TRADITION OF OUR FOUNDERS, THE FRANCISCAN SISTERS OF MARY, CARING FOR THOSE IN GREATEST NEED REMAINS OUR ORGANIZATIONAL PRIORITY. TODAY OUR SYSTEM BOARD MONITORS COMMUNITY BENEFIT EFFORTS, & VIEWS ACHIEVEMENT OF OUR VISION AS A PRIMARY RESPONSIBILITY.THE PURPOSE OF SSMH'S COMMUNITY BENEFIT PROGRAM IS TO ASSESS & ADDRESS COMMUNITY HEALTH NEEDS. MAKING OUR COMMUNITIES HEALTHIER IN MEASURABLE WAYS IS ALWAYS OUR GOAL. TO FULFILL THIS COMMITMENT, SSMH'S COMMUNITY BENEFIT IS DIVIDED INTO TWO PARTS: 1) COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), & 2) COMMUNITY BENEFIT INVENTORY FOR SOCIAL ACCOUNTABILITY (CBISA).THE CHNA IS AN ASSESSMENT & PRIORITIZATION OF COMMUNITY HEALTH NEEDS & THE ADOPTION & IMPLEMENTATION OF STRATEGIES TO ADDRESS THOSE NEEDS. A CHNA IS CONDUCTED EVERY THREE YEARS BY EACH HOSPITAL ACCORDING TO THEFOLLOWING STEPS:ASSESS & PRIORITIZE COMMUNITY HEALTH NEEDS: GATHER CHNA DATA FROM SECONDARY SOURCES; OBTAIN INPUT FROM STAKEHOLDERS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY THROUGH INTERVIEWS & FOCUS GROUPS; USE DATATO SELECT TOP HEALTH PRIORITIES; & COMPLETE WRITTEN CHNA.DEVELOP, ADOPT, & IMPLEMENT STRATEGIES TO ADDRESS TOP-HEALTH PRIORITIES: ESTABLISH STRATEGIES TO ADDRESS PRIORITIES; COMPLETE STRATEGIC IMPLEMENTATION PLAN; OBTAIN REGIONAL/DIVISIONAL BOARD APPROVAL; & INTEGRATE STRATEGIES INTO OPERATIONAL PLAN.MAKE CHNA WIDELY AVAILABLE TO THE PUBLIC: PUBLISH CHNA & SUMMARY DOCUMENT ON HOSPITAL'S WEBSITE.MONITOR, TRACK, & REPORT PROGRESS ON TOP HEALTH PRIORITIES: COLLECT DATA & EVALUATE PROGRESS; REPORT TO REGIONAL/DIVISIONAL BOARD EVERY SIX MONTHS & SYSTEM BOARD EVERY YEAR; SHARE FINDINGS WITH COMMUNITYSTAKEHOLDERS; & SEND RESULTS TO FINANCE FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE (IRS).SYSTEM OFFICE STAFF & LEADERS OVERSEE & MONITOR SSMH'S COMMUNITY BENEFIT PROGRAM, & ENSURE REPORTING IS IN COMPLIANCE WITH IRS REGULATIONS. IN COLLABORATION WITH COMMUNITY STAKEHOLDERS & PARTNER ORGANIZATIONS, SSM HEALTH CARE CORPORATION ALSO IDENTIFIES NEEDS BASED ON ASSESSMENTS & RESEARCH, & SSMH FACILITIES ALSO INVOLVE CASE MANAGERS & CARE TEAM STAFF TO PINPOINT CRITICAL HEALTH ISSUES IN THE COMMUNITY. ALL HOSPITAL CHNAS ARE COMPLETED, APPROVED, & INTEGRATED INTO THE ORGANIZATION'S STRATEGIC PLAN. WE CONTINUE TO MONITOR & ASSESS THEPROGRESS OF OUR LOCAL EFFORTS IN THE SPIRIT OF CARING FOR OTHERS & IMPROVING COMMUNITY HEALTH.
PART VI, LINE 3:	EACH ENTITY PROVIDING MEDICAL SERVICE SHALL PROVIDE INFORMATION TO THE PUBLIC REGARDING ITS CHARITY CARE POLICIES & THE QUALIFICATION REQUIREMENTS FOR EACH OF ITS FACILITIES. WHEN STANDARD SYSTEM NOTICES & COMMUNICATION REGARDING CHARITY CARE ARE AVAILABLE, THESE MUST BE USED. MODIFICATIONS TO THE STANDARD MAY BE MADE TO COMPLY WITH STATE & LOCAL LAWS, AS WELL AS REFLECT CULTURALLY SENSITIVE TERMINOLOGY FOR THE POLICY. ALL NOTICES ARE EASY TO UNDERSTAND BY THE GENERAL PUBLIC, CULTURALLY APPROPRIATE & AVAILABLE IN THOSE LANGUAGES THAT ARE PREVALENT IN THE COMMUNITY. THEY PROVIDE INFORMATION ABOUT:* THE PATIENT'S RESPONSIBILITY FOR PAYMENT,* THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS & ENTITY CHARITY CARE & PAYMENT ARRANGEMENTS* THE ENTITY'S CHARITY POLICY & APPLICATION PROCESS, &* WHO TO CONTACT TO GET ADDITIONAL INFORMATION OR FINANCIAL COUNSELING THE FOLLOWING TYPES OF NOTICES TO THE PUBLIC ARE PROVIDED:SIGNS IN THE EMERGENCY DEPARTMENT, OUTPATIENT & INPATIENT REGISTRATION & PUBLIC WAITING AREAS.BROCHURES OR FLIERS PROVIDED AT TIME OF REGISTRATION & AVAILABLE IN THE FINANCIAL COUNSELING AREAS.NOTICES SENT WITH OR ON PATIENT BILLS OR COMMUNICATIONS SENT TO PATIENTS & GUARANTORS RELATED TO MEDICAL SERVICES.APPLICATIONS PROVIDED TO UNINSURED PATIENTS AT THE TIME OF REGISTRATION.THE APPLICATION FOR CHARITY CARE, TOGETHER WITH ANY INSTRUCTIONS, MUST CLEARLY STATE THE POLICIES REGARDING CHARITY CARE, INCLUDING EXCLUDED SERVICES, ELIGIBILITY CRITERIA & DOCUMENTATION REQUIREMENTS. INFORMATION ABOUT THE ENTITY'S CHARITY POLICIES IS ALSO PROVIDED TO PUBLIC AGENCIES.
PART VI, LINE 4:	SSM HEALTH CARE OF WISCONSIN, INC. IS A COMPREHENSIVE NOT-FOR-PROFIT CATHOLIC HEALTH CARE ORGANIZATION PROVIDING HEALTH CARE SERVICES TO AN 18-COUNTY AREA IN SOUTH-CENTRAL WISCONSIN. IT PROVIDES HEALTH CARE SERVICES AT THREE WHOLLY OWNED ACUTE CARE HOSPITALS, SSM HEALTH ST. MARY'S HOSPITAL - MADISON, SSM HEALTH ST. CLARE HOSPITAL - BARABOO & SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE, AS WELL AS AT TWO NURSING HOMES - SSM HEALTH ST. MARY'S CARE CENTER IN MADISON & SSM HEALTH ST. CLARE MEADOWS CARE CENTER IN BARABOO.ST. MARY'S HOSPITAL MADISONSSM HEALTH ST. MARY'S HOSPITAL MADISON IS LOCATED AT 700 S. BROOKS STREET IN MADISON, WISCONSIN. MADISON IS THE COUNTY SEAT OF DANE COUNTY & THE COUNTY'S LARGEST CITY. ITS SERVICE AREA COVERS 35 ZIP CODES IN DANE COUNTY, WHICH RANGE FROM URBAN (MADISON) TO SUBURBAN & RURAL. THE TOTAL POPULATION OF DANE COUNTY IS 567,758 PERSONS & IS TRENDING UPWARDS. DANE COUNTY IS THE FASTEST GROWING COUNTY IN THE STATE OF WISCONSIN. THE POPULATION OF THE CITY OF MADISON ALONE IS PROJECTED TO GROW BY 115,269 PEOPLE FROM 2020-2050.* 65.3% OF THE POPULATION IS BETWEEN THE AGES OF 18-64.* 84.1% IS WHITE, 7.7% IS HISPANIC/LATINO, 6.6% IS ASIAN, 5.8% BLACK/AFRICAN AMERICAN, & OVER 3.6% ARE MORE THAN TWO RACES/AMERICAN INDIAN/ALASKA NATIVE/NATIVE HAWAIIAN/PACIFIC ISLANDER.* 10.3% SPEAK A LANGUAGE OTHER THAN ENGLISH.* 4.9% OF FAMILIES & 10.9% OF PEOPLE LIVE BELOW THE POVERTY LEVEL WITH 85.9% OF THE PERSONS & FAMILIES LIVING BELOW THE POVERTY LEVEL BEING BLACK/AFRICAN AMERICAN, AMERICAN INDIAN/ALASKA NATIVE, HISPANIC/LATINO, OR OTHER * UNEMPLOYMENT LEVEL IS 2.5%* THE MEDIAN HOUSEHOLD INCOME IS $84,297* 45.9% ARE SPENDING 30% OR MORE OF INCOME ON RENT, 1.5% ARE LIVING IN OVERCROWDED HOUSEHOLDS & 13.9% ARE EXPERIENCING SEVERE HOUSING PROBLEMS.* 96% OF PEOPLE HOLD A HIGH SCHOOL DIPLOMA OR HIGHER & 54% HOLD A BACHELOR'S DEGREE.SSM HEALTH ST. CLARE HOSPITAL BARABOOSSM HEALTH ST. CLARE HOSPITAL IS LOCATED AT 707 14TH STREET IN BARABOO, WISCONSIN. BARABOO IS THE COUNTY SEAT OF SAUK COUNTY & THE COUNTY'S LARGEST CITY. ACCORDING TO THE U.S. CENSUS, BARABOO HAD AN ESTIMATED POPULATION OF 12,557 & SAUK COUNTY HAD AN ESTIMATED POPULATION OF 65,920. BARABOO OCCUPIES APPROXIMATELY 3,356.5 ACRES ALONG THE BARABOO RIVER. IT IS APPROXIMATELY 40 MILES NORTH-NORTHWEST OF MADISON, WISCONSIN'S CAPITAL & SECOND LARGEST CITY. SAUK COUNTY INCLUDES ROLLING COUNTRY SIDES, FARMLANDS, DEVIL'S LAKE STATE PARK & MUCH OF THE WISCONSIN DELLS TOURISM AREAS (THAT WELCOMES OVER 5 MILLION VISITORS EACH YEAR). BARABOO HAS A BALANCED ECONOMIC BASE OF MANUFACTURING, TOURISM, AGRICULTURE & TECHNOLOGY, EXCELLENT SCHOOLS PUBLIC ELEMENTARY & HIGH SCHOOLS, PLUS A TWO-YEAR UNIVERSITY OF WISCONSIN CAMPUS, BARABOO-SAUK COUNTY, & ACCESS TO HIGH-QUALITY HEALTHCARE. APPROXIMATELY 75% OF ST. CLARE HOSPITAL'S PATIENT POPULATION LIVES WITHIN THE PRIMARY SERVICE AREA. AN ADDITIONAL APPROXIMATELY 15% OF THE PATIENT POPULATION LIVES WITHIN THE SECONDARY SERVICE AREA. THE PRIMARY SERVICE AREA IS LIMITED TO PORTIONS OF SAUK COUNTY & SMALL PORTIONS OF ADAMS, COLUMBIA & JUNEAU COUNTIES WHILE THE SECONDARY SERVICE AREA ALSO EXTENDS INTO A PORTION OF MARQUETTE COUNTY. ACCORDING TO THE FEDERAL HEALTH RESOURCES & SERVICES ADMINISTRATION (HRSA), A LARGE PORTION OF SAUK COUNTY & SSM HEALTH ST. CLARE HOSPITAL SERVICE AREAS ARE DESIGNATED AS RURAL HEALTH AREAS.SAUK COUNTY & SSM HEALTH ST. CLARE HOSPITAL SERVICE AREAS INCLUDES PEOPLE WHO ARE AT HIGH RISK OF NOT RECEIVING ADEQUATE MEDICAL CARE DUE TO BEING UNINSURED/UNDERINSURED, ARE EXPERIENCING HEALTH DISPARITIES, OR FACING BARRIERS RELATED TO GEOGRAPHY, LANGUAGE, FINANCIAL CIRCUMSTANCES, & TRANSPORTATION, STIGMA, ACCESSIBILITY TO TECHNOLOGY OR KNOWLEDGE OF TECHNOLOGY, MEDICATION COMPLIANCE DUE TO COST OR COVERAGE, ACCESS TO HEALTHY FOODS & LOW-INCOME HOUSING. POTENTIALLY MEDICALLY UNDERSERVED POPULATIONS INCLUDE THE RURAL POOR & OLDER ADULTS WHO MAY BE WITHOUT ADEQUATE TRANSPORTATION; BLACK, INDIGENOUS & OTHER PERSONS OF COLOR (BIPOC) INDIVIDUALS WHO MAY BE EXPERIENCING DISCRIMINATION & RACIAL OR ETHNIC HEALTH DISPARITIES; NON-ENGLISH (PRIMARILY SPANISH) SPEAKING INDIVIDUALS WHO MAY ALSO BE UNDOCUMENTED; LOW SOCIO-ECONOMIC STATUS (SES) & HOMELESS INDIVIDUALS; LESBIAN, GAY, BISEXUAL & QUEER (LGBTQ) RESIDENTS; & INCARCERATED INDIVIDUALS OR PEOPLE ENGAGED IN THE CRIMINAL JUSTICE SYSTEM. THE HO-CHUNK NATION'S HOUSE OF WELLNESS IS LOCATED IN SAUK COUNTY & SERVES MANY TRIBAL MEMBERS. THE SAUK COUNTY COMMUNITY HEALTH ASSESSMENT PROCESS INCLUDED AN EQUITY PLAN TO ENSURE THAT THE NEEDS OF MORE VULNERABLE POPULATIONS WERE CONSIDERED.* SAUK COUNTY, WISCONSIN HAS 831.5 SQUARE MILES OF LAND AREA & IS THE 27TH LARGEST COUNTY IN WISCONSIN BY TOTAL AREA. * THE COUNTY IS MORE RURAL THAN WISCONSIN OVERALL, WITH 44.7% OF THE POPULATION IN RURAL AREAS & 55.3% IN URBAN AREAS. AN ESTIMATED 65,920 PEOPLE CALL SAUK COUNTY HOME. * THE MEDIAN AGE IS 42.2 YEARS OLD, WHICH IS SLIGHTLY HIGHER THAN THE NATIONAL MEDIAN AGE OF 39. * 21.9% OF THE POPULATION IS UNDER AGE 18, 57.7% ARE AGES 18-64, & 20.4% ARE AGE 65 & ABOVE.* MEDIAN HOUSEHOLD INCOME IS $70,500 COMPARED TO $71,100 FOR WISCONSIN AS A WHOLE & $74,800 FOR U.S. AS A WHOLE.* 89.7% OF THE POPULATION IS WHITE ALONE COMPARED TO 80.1% FOR WISCONSIN AS A WHOLE & 58.9% FOR U.S. AS A WHOLE. 6.2% OF THE POPULATION IS HISPANIC/LATINO, 1.4% IS AMERICAN INDIAN/ALASKAN NATIVE & 1.2% IS BLACK/AFRICAN AMERICAN.ST. MARY'S HOSPITAL JANESVILLE SSM HEALTH ST. MARY'S HOSPITAL IS LOCATED AT 3400 E. RACINE STREET IN JANESVILLE, WISCONSIN. JANESVILLE IS THE COUNTY SEAT OF ROCK COUNTY & THE COUNTY'S LARGEST CITY. ACCORDING TO THE U.S. CENSUS IN 2023, JANESVILLE HAS AN ESTIMATED POPULATION OF 66,102 & ROCK COUNTY HAD AN ESTIMATED POPULATION OF 164,278, MAKING IT THE NINTH LARGEST COUNTY IN WISCONSIN. THE MAJORITY OF SSM HEALTH ST. MARY'S HOSPITAL JANESVILLE'S PATIENT POPULATION LIVES WITHIN ROCK COUNTY WITH THE PRIMARY SERVICE AREA LIMITED TO THE TWO LARGER CITIES OF ROCK COUNTY: JANESVILLE & BELOIT. THE SECONDARY SERVICE AREA EXTENDS INTO OTHER COMMUNITIES OF ROCK COUNTY INCLUDING MILTON, EVANSVILLE & EDGERTON & WALWORTH COUNTY INCLUDING WHITEWATER & DELAVAN.ROCK COUNTY & SSM HEALTH ST. MARY'S HOSPITAL JANESVILLE'S COMMUNITY INCLUDES PEOPLE WHO ARE AT HIGH RISK OF NOT RECEIVING ADEQUATE MEDICAL CARE DUE TO BEING UNINSURED/UNDERINSURED, ARE EXPERIENCING HEALTH DISPARITIES, OR FACING BARRIERS RELATED TO GEOGRAPHY, LANGUAGE, FINANCIAL CIRCUMSTANCES, TRANSPORTATION, STIGMA, ACCESSIBILITY TO TECHNOLOGY, ACCESS TO HEALTHY & AFFORDABLE FOODS & LOW-INCOME HOUSING. POTENTIALLY MEDICALLY-UNDERSERVED POPULATIONS INCLUDE THE RURAL POOR & OLDER ADULTS WHO MAY BE WITHOUT ADEQUATE TRANSPORTATION; BLACK, LATINO & OTHER PERSONS OF COLOR (BIPOC) INDIVIDUALS WHO MAY BE EXPERIENCING DISCRIMINATION & HEALTH DISPARITIES; LOW SOCIO-ECONOMIC STATUS (SES) & HOMELESS INDIVIDUALS; LESBIAN, GAY, BISEXUAL & QUEER (LGBTQ+) RESIDENTS; & INCARCERATED INDIVIDUALS OR PEOPLE ENGAGED IN THE CRIMINAL JUSTICE SYSTEM.* ROCK COUNTY IS CONSIDERED AN URBAN COUNTY, MEANING LESS PEOPLE LIVING IN ROCK COUNTY ARE IN A RURAL SETTING, HOWEVER 20% OF ROCK COUNTY RESIDENTS ARE CONSIDERED RURAL.* 60.5% OF ROCK COUNTY'S POPULATION IS BETWEEN THE AGES OF 18-64.* ROCK COUNTY'S POPULATION IS SLIGHTLY LESS DIVERSE WITH 83.5% OF THE POPULATION BEING WHITE WHEN COMPARED TO WISCONSIN (80.9%) & THE U.S. (60.1%)* WHEN LOOKING AT ROCK COUNTY YOUTH, 32.4% OF ALL BLACK COMMUNITY MEMBERS ARE UNDER THE AGE OF 18 COMPARED TO 19.7% OF ALL WHITE COMMUNITY MEMBERS BEING UNDER THE AGE OF 18. * ROCKY COUNTY'S POPULATION HAS A HIGHER PERCENTAGE OF PERSONS WHO HAVE NO HIGH SCHOOL DIPLOMA (7.7%) COMPARED TO WISCONSIN (6.9%) BUT LOWER COMPARED TO THE U.S. (10.4%) AS A WHOLE.* ROCK COUNTY'S POPULATION HAS A LOWER PERCENTAGE OF PERSONS WHO HAVE ATTAINED A BACHELOR'S DEGREE OR HIGHER (24.4%) COMPARED TO BOTH WISCONSIN (32.1%) & THE U.S. (34.3%) AS A WHOLE.* FOR THE SPANISH-SPEAKING POPULATION IN ROCK COUNTY, 64.4% ARE ENGLISH PROFICIENT. * THE PERCENT OF INDIVIDUALS WITH A DISABILITY IN ROCK COUNTY IS 13.2% WHICH IS GREATER THAN THE STATE OF WISCONSIN (11.9%) & THE UNITED STATES OVERALL (12.9%). THIS IS RELEVANT AS THOSE IDENTIFYING WITH A DISABILITY MAY REQUIRE MORE SERVICES, SUPPORT & OUTREACH. * THOUGH UNEMPLOYMENT FOR ROCK COUNTY WAS AT ITS HIGHEST AT 13% IN 2011, IN THE LAST THREE YEARS IT HAS REDUCED FROM 7% IN 2022 TO 3% IN 2024. * THE PERCENT OF PERSONS LIVING IN POVERTY IS NEARLY 20% HIGHER IN ROCK COUNTY THAN IN BOTH WISCONSIN & THE UNITED STATES AS A WHOLE, 12.3% IN ROCK COUNTY COMPARED TO 10.4% FOR WISCONSIN AS A WHOLE & 10.5% FOR U.S. AS A WHOLE.* THE PERCENT OF UNINSURED PERSONS 7.1% FOR ROCK COUNTY COMPARED TO 6.8% FOR WISCONSIN AS A WHOLE & 9.5% FOR U.S. AS A WHOLE.
PART VI, LINE 5:	SSM HEALTH AND ITS AFFILIATES PARTICIPATE IN A WIDE ARRAY OF COMMUNITY PROGRAMS THROUGHOUT THE AREA TO FURTHER ITS EXEMPT PURPOSE OF PROMOTING THE HEALTH OF THE COMMUNITY. THE COMMUNITY INITIATIVES BUILD ON THE STRENGTHS OF OUR COMMUNITIES AND SYSTEMS TO IMPROVE THE QUALITY OF LIFE AND TO CREATE A SENSE OF HOPE.COMMUNITY BENEFIT INITIATIVES BUILD COMMUNITY CAPACITY AND INDIVIDUAL EMPOWERMENT THROUGH COMMUNITY ORGANIZING, LEADERSHIP DEVELOPMENT, PARTNERSHIPS, AND COALITION BUILDING.SSM HEALTH AND ITS AFFILIATES PROMOTE GRASSROOTS ADVOCACY AND ENGAGES PERSONS OF INFLUENCE TO AFFECT SOCIAL AND PUBLIC POLICY CHANGE IN ORDER TO PROMOTE COMMUNITY HEALTH.THE HOSPITALS ALSO FURTHER THEIR EXEMPT PURPOSE WITH THE FOLLOWING ACTIVITIES:OPERATES AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY,HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA,ENGAGES IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS,PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS*ALL SURPLUS FUNDS GENERATED BY SSMH ENTITIES ARE REINVESTED IN IMPROVING OUR PATIENT CARE DELIVERY SYSTEM.
PART VI, LINE 6:	SSM HEALTH CARE OF WISCONSIN, INC. (SSMHC WI) IS A 501(C)(3) ORGANIZATION AND IS A MEMBER OF THE INTEGRATED HEALTH CARE SYSTEM KNOWN AS SSM HEALTH. SSMHC WI IS A COMPREHENSIVE NOT-FOR-PROFIT CATHOLIC HEALTH CARE ORGANIZATION PROVIDING HEALTH CARE SERVICES TO AN 18-COUNTY AREA IN SOUTH- CENTRAL WISCONSIN. SSMHC WI, WITH HEADQUARTERS IN MADISON, WI, IS SPONSORED BY SSM HEALTH MINISTRIES AND IS OWNED AND OPERATED BY SSM HEALTH BASED IN ST. LOUIS, MISSOURI. SSMHC WI PROVIDES HEALTH CARE SERVICES AT THREE WHOLLY OWNED ACUTE CARE HOSPITALS, SSM HEALTH ST. MARY'S HOSPITAL - MADISON, SSM HEALTH ST. CLARE HOSPITAL - BARABOO AND SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE, AS WELL AS AT TWO NURSING HOMES - SSM HEALTH ST. MARY'S CARE CENTER IN MADISON AND SSM HEALTH ST. CLARE MEADOWS CARE CENTER IN BARABOO.SSM HEALTH CARE CORPORATION (SSMHCC), A MISSOURI NONPROFIT CORPORATION, IS THE ULTIMATE PARENT ENTITY OF A FULLY INTEGRATED HEALTH SYSTEM WITH ITS HEADQUARTERS BASED IN ST. LOUIS, MISSOURI. SSMHCC AND ITS CONSOLIDATED SUBSIDIARIES (DOING BUSINESS AS SSM HEALTH (SSMH) OWNS AND OPERATES 23 ACUTE CARE HOSPITALS, ONE OF WHICH SPECIALIZES IN PEDIATRICS, TWELVE POST-ACUTE CARE FACILITIES, A NATIONAL PHARMACY BENEFIT MANAGEMENT COMPANY (PBM), AN EXTENSIVE NETWORK OF PHYSICIAN PRACTICE OPERATIONS, OTHER HEALTH CARE BUSINESSES AND SEVERAL FOUNDATIONS. SSMH'S HOSPITAL OPERATIONS ARE LOCATED PRIMARILY IN MISSOURI, WISCONSIN, OKLAHOMA AND ILLINOIS, AND ITS RELATED BUSINESSES PROVIDE HEALTH RELATED SERVICES IN 50 STATES. SSMH'S MISSION STATEMENT IS AS FOLLOWS:THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.SSMHCC AND MOST OF ITS AFFILIATED SUBSIDIARY CORPORATIONS HAVE BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX AS CHARITABLE ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). CERTAIN SUBSIDIARIES OF SSMH ARE FOR-PROFIT ENTITIES THAT ARE TAXABLE UNDER THE IRC.SSMH IS SPONSORED BY SSM HEALTH MINISTRIES, A MINISTERIAL JURIDIC PERSON, WHICH IS CURRENTLY COMPOSED OF ONE FRANCISCAN SISTER OF MARY (FSM), ONE SISTER OF ST. AGNES, ONE JESUIT PRIEST, ONE FRANCISCAN PRIEST, AND FOUR LAY PERSONS WHO COLLECTIVELY HOLD CERTAIN RESERVED POWERS OVER SSMH.
PART VI, LINE 7, REPORTS FILED WITH STATES	WI

Schedule H (Form 990) 2024

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

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

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

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
SSM HEALTH CARE OF WISCONSIN INC

Employer identification number
43-0688874

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

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

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

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) BARABOO FOOD PANTRY 100 SOUTH BLVD MADISON,WI53725	83-1491544	501(C)(3)	5,500	GENERAL SUPPORT
(2) JANESVILLE FARMERS MARKET 101 E MILWAUKEE STREET STE 425 JANESVILLE,WI53545	20-2587712	501(C)(3)	7,800	GENERAL SUPPORT
(3) GOD IS FAITHFUL TEMPORARY SHELTER 1025 NORTH WASHINGTON STREET JANESVILLE,WI53548	26-1452370	501(C)(3)	7,500	GENERAL SUPPORT
(4) BUILDING A SAFER EVANSVILLE INC 112 W CHURCH ST EVANSVILLE,WI53536	81-3212364	501(C)(3)	7,500	GENERAL SUPPORT
(5) HARAMBEE VILLAGE DOULAS LLP 1213 N SHERMAN AVE 297 MADISON,WI53704	33-2420232	501(C)(3)	50,000	GENERAL SUPPORT
(6) REBALANCED LIFE WELLNESS ASSOCIATION 143 MARCIE DRIVE BROOKLYN,WI53718	82-4133284	501(C)(3)	70,000	GENERAL SUPPORT
(7) FEEDING AMERICA EASTERN WISCONSIN INC 1700 W FOND DU LAC AVE MILWAUKEE,WI53205	39-1384593	501(C)(3)	20,000	JUSTICE, DIVERSION, AND SUPPORT PROGRAM
(8) MTZ CHARITABLE ORGANIZATION INC 2019 FISHER ST MADISON,WI537131905	86-2041400	501(C)(3)	11,000	GENERAL SUPPORT
(9) MERITER HEALTH ENTERPRISE 202 SOUTH PARK STREET MADISON,WI53715	39-1412318	501(C)(3)	34,185	GENERAL SUPPORT
(10) THE RIVER FOOD PANTRY INC 2201 DARWIN ROAD MADISON,WI53704	20-3062159	501(C)(3)	14,500	GENERAL SUPPORT
(11) SAFE COMMUNITY COALITION OF MADISON & DANE COUNTY 2352 S PARK ST 302 MADISON,WI53713	39-2010839	501(C)(3)	20,000	GENERAL SUPPORT
(12) SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DRIVE MADISON,WI53718	39-1490691	501(C)(3)	10,000	GENERAL SUPPORT
(13) ST MARY'S JANESVILLE FOUNDATION 3400 E RACINE ST JANESVILLE,WI53546	27-3439133	501(C)(3)	144,737	GENERAL SUPPORT
(14) MADISON COMMUNITY HEALTH CENTER 3434 EAST WASHINGTON AVENUE MADISON,WI53704	39-1391134	501(C)(3)	30,000	GENERAL SUPPORT
(15) MADISON GOSPEL 5K FOUNDATION 4711 JENEWEIN ROAD APT 208 MADISON,WI53711	83-2761410	501(C)(3)	7,500	GENERAL SUPPORT
(16) SAUK COUNTY HEALTH DEPT 505 BROADWAY ST 372 MADISON,WI53913	39-6005740	GOVERNMENT	11,962	GENERAL SUPPORT
(17) EVERYONE COOPERATING TO HELP OTHERS DBA ECHO INC 65 S HIGH STREET JANESVILLE WI 53548 JANESVILLE,WI53548	39-1222279	501(C)(3)	10,000	GENERAL SUPPORT
(18) ST MARY'S FOUNDATION INC 700 SOUTH PARK STREET MADISON WI 53715 MADISON,WI53715	43-1940686	501(C)(3)	347,679	GENERAL SUPPORT
(19) ROMAN CATHOLIC DIOCESE OF MADISON INC 702 S HIGH POINT RD MADISON WI 53719 MADISON,WI53719	39-0852862	501(C)(3)	10,300	GENERAL SUPPORT
(20) ST CLARE HEALTH CARE FOUNDATION 707 14TH STREET BARABOO WI 53913 BARABOO,WI53913	43-1940683	501(C)(3)	117,883	GENERAL SUPPORT
(21) AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS,TX75231	13-5613797	501(C)(3)	10,000	GENERAL SUPPORT
(22) CENTRO HISPANO OF DANE COUNTY 810 BADGER RD MADISON,WI53711	93-0844812	501(C)(3)	30,000	GENERAL SUPPORT
(23) DISTRICT COUNCIL OF MADISON IL SOCIETY OF ST VINCENT DEPAUL 9520 W FOREST HOME AVE HALES CORNERS WI 53130-1614 HALES CORNERS,WI531301614	59-1711287	501(C)(3)	10,000	GENERAL SUPPORT
(24) GREEN COUNTY FOOD PANTRY INC PO BOX 15 MONROE WI 53566 MONROE,WI53566	37-1573222	501(C)(3)	20,000	GENERAL SUPPORT
(25) FOUNDATION FOR BLACK WOMENS WELLNESS INC PO BOX 259831 MADISON WI 53725 MADISON,WI53725	46-0832901	501(C)(3)	148,352	GENERAL SUPPORT
(26) GREEN CARES FOOD PANTRY INC PO BOX 681 MONTICELLO WI 53570 MONTICELLO,WI53570	92-0669347	501(C)(3)	25,000	GENERAL SUPPORT

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

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

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

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

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

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

(1) HARDSHIP RELIEF	18	20,250
(2) TRANSPORTATION ASSISTANCE	107	2,072
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

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

Return Reference	Explanation
PART I, LINE 2:	THE PROCE URES USED TO MONITOR THE USE OF GRANT FUNDS VARIES BASED ON THE GRANT RECIPIENT. GRANTS TO RELATED ENTITIES ARE MONITOREDP1RECTLY BY THE ORGANIZATION WHEREBY THE RECIPIENT THE SPECIFIC USE OF THE FUNDING. FOR GRANTS TO INVENTORY FOR SOCIAL ACCOUNTABILITY (CBISA) TO TRACK, STORE, AND REPORT A WIDE RANGE OF INFORMATION RELATED TO GRANTS AND OVERALL COMMUNITY IMPACT.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Part I

Questions Regarding Compensation

Yes

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

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) (Rev. 1-2025)

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)
1LAURA KAISER FMR OFF, PRESIDENT/CEO AT SSM HEALTH	(i) (ii)	0 ------------- 2,163,350	0 ------------- 2,238,900	0 ------------- 803,415	0 ------------- 2,656,557	0 ------------- 24,591	0 ------------- 7,886,813	0 ------------- 2,238,900
2STEVE SMOOT VICE PRESIDENT, COO AT SSM HEALTH	(i) (ii)	0 ------------- 1,305,272	0 ------------- 895,103	0 ------------- 164,560	0 ------------- 1,075,677	0 ------------- 44,021	0 ------------- 3,484,633	0 ------------- 1,036,001
3DOUGLAS LONG SECRETARY, CLO AT SSM HEALTH	(i) (ii)	0 ------------- 813,979	0 ------------- 583,198	0 ------------- 189,973	0 ------------- 676,547	0 ------------- 24,224	0 ------------- 2,287,921	0 ------------- 583,198
4SUE ANDERSON DIRECTOR, REGIONAL PRESIDENT	(i) (ii)	787,210 ------------- 0	422,941 ------------- 0	167,577 ------------- 0	527,309 ------------- 0	20,931 ------------- 0	1,925,968 ------------- 0	480,783 ------------- 0
5KEVIN SMITH TREASURER, CFO AT SSM HEALTH	(i) (ii)	0 ------------- 1,034,519	0 ------------- 0	0 ------------- 15,958	0 ------------- 586,407	0 ------------- 40,674	0 ------------- 1,677,558	0 ------------- 0
6RANDY COMBS FORMER OFFICER	(i) (ii)	0 ------------- 323,766	0 ------------- 923,306	0 ------------- 206,949	0 ------------- 13,881	0 ------------- 15,625	0 ------------- 1,483,527	0 ------------- 923,306
7KYLE NONDORF REGIONAL VP ACUTE CARE	(i) (ii)	555,313 ------------- 0	148,411 ------------- 0	53,552 ------------- 0	186,115 ------------- 0	46,227 ------------- 0	989,618 ------------- 0	176,997 ------------- 0
8AMY FRANTA REG CHIEF CLINICAL OFFICER	(i) (ii)	547,052 ------------- 0	114,727 ------------- 0	25,161 ------------- 0	176,273 ------------- 0	44,485 ------------- 0	907,698 ------------- 0	131,415 ------------- 0
9MATTHEW POGODZINSKI MD DIRECTOR, PHYSICIAN AT SSM HEALTH	(i) (ii)	0 ------------- 735,611	0 ------------- 75,000	0 ------------- 2,622	0 ------------- 19,513	0 ------------- 46,254	0 ------------- 879,000	0 ------------- 0
10JANE CURRAN-MEULI HOSPITAL PRES ST. MARY'S JANESVILLE	(i) (ii)	0 ------------- 427,455	0 ------------- 114,495	0 ------------- 49,991	0 ------------- 145,793	0 ------------- 32,283	0 ------------- 770,017	0 ------------- 114,495
11DAWIT TESFASILASSIE REGIONAL VP ACUTE CARE OPS	(i) (ii)	509,294 ------------- 0	67,963 ------------- 0	1,026 ------------- 0	154,391 ------------- 0	30,909 ------------- 0	763,583 ------------- 0	67,963 ------------- 0
12THOMAS KIRSCHBAUM ASST SEC, REG GENERAL COUNSEL	(i) (ii)	0 ------------- 400,165	0 ------------- 115,798	0 ------------- 45,532	0 ------------- 136,607	0 ------------- 39,165	0 ------------- 737,267	0 ------------- 115,798
13MATT KINSELLA REGIONAL VP FINANCE-WISCONSIN	(i) (ii)	0 ------------- 417,285	0 ------------- 101,437	0 ------------- 42,609	0 ------------- 132,986	0 ------------- 42,091	0 ------------- 736,408	0 ------------- 121,251
14ERIC THORNTON HOSPITAL PRES ST. MARY'S MADISON	(i) (ii)	436,768 ------------- 0	68,423 ------------- 0	33,646 ------------- 0	131,130 ------------- 0	41,527 ------------- 0	711,494 ------------- 0	82,667 ------------- 0
15BRADLEY SCHMIDT REG CHIEF MEDICAL OFFICER	(i) (ii)	448,635 ------------- 0	55,581 ------------- 0	29,502 ------------- 0	118,652 ------------- 0	45,834 ------------- 0	698,204 ------------- 0	76,473 ------------- 0
16BRENT MEIER REGIONAL VP SURGICAL & ACUTE CARE	(i) (ii)	0 ------------- 423,643	0 ------------- 52,025	0 ------------- 972	0 ------------- 126,852	0 ------------- 40,098	0 ------------- 643,590	0 ------------- 52,025
17JASON CRAIG REGIONAL VP AMBULATORY CARE	(i) (ii)	412,404 ------------- 0	34,012 ------------- 0	14,200 ------------- 0	105,606 ------------- 0	26,825 ------------- 0	593,047 ------------- 0	34,012 ------------- 0
18DEANN THURMER HOSPITAL PRES ST. CLARE	(i) (ii)	0 ------------- 355,608	0 ------------- 62,461	0 ------------- 34,067	0 ------------- 110,651	0 ------------- 27,357	0 ------------- 590,144	0 ------------- 89,202
19DAVID OTTENBAKER REGIONAL VP PRIMARY CARE	(i) (ii)	408,848 ------------- 0	51,554 ------------- 0	26,009 ------------- 0	70,998 ------------- 0	30,501 ------------- 0	587,910 ------------- 0	51,554 ------------- 0
20CAREN LEWIS REG VP PATIENT CARE SVCS, CNO	(i) (ii)	333,088 ------------- 0	66,898 ------------- 0	37,631 ------------- 0	105,068 ------------- 0	26,645 ------------- 0	569,330 ------------- 0	66,898 ------------- 0
21LARRY ELFMAN REG CHIEF MEDICAL INFO OFFICER	(i) (ii)	370,842 ------------- 0	46,862 ------------- 0	24,111 ------------- 0	67,014 ------------- 0	32,729 ------------- 0	541,558 ------------- 0	46,862 ------------- 0
22KIMBERLY SPENCER FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 318,469	0 ------------- 86,669	0 ------------- 1,083	0 ------------- 111,272	0 ------------- 21,912	0 ------------- 539,405	0 ------------- 86,669
23JEFF SHADICK FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 283,272	0 ------------- 60,864	0 ------------- 11,957	0 ------------- 95,627	0 ------------- 33,389	0 ------------- 485,109	0 ------------- 69,206
24DAVID JARVIS PHYSICIAN	(i) (ii)	383,593 ------------- 0	0 ------------- 0	4,118 ------------- 0	16,356 ------------- 0	42,894 ------------- 0	446,961 ------------- 0	0 ------------- 0
25JAMIE PETZKE PHYSICIAN	(i) (ii)	363,071 ------------- 0	0 ------------- 0	646 ------------- 0	19,920 ------------- 0	16,871 ------------- 0	400,508 ------------- 0	0 ------------- 0
26JENNIFER CULOTTA FORMER KEY EMPLOYEE	(i) (ii)	27,924 ------------- 0	22,939 ------------- 0	171,221 ------------- 0	7,800 ------------- 0	1,916 ------------- 0	231,800 ------------- 0	30,449 ------------- 0
27JENNIFER MASKEL MD DIRECTOR, PHYSICIAN AT SSM HEALTH	(i) (ii)	0 ------------- 145,211	0 ------------- 0	0 ------------- 657	0 ------------- 10,712	0 ------------- 3,686	0 ------------- 160,266	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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	SEVERAL INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED TAX INDEMNIFICATION/GROSS-UP PAYMENTS IN 2024. THE PAYMENTS WERE INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 3	THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, REGIONAL PRESIDENT, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B	SSM HEALTH HAS ADOPTED A SEVERANCE POLICY TO PROVIDE A FINANCIAL TRANSITION IN THE EVENT OF INVOLUNTARY TERMINATION WITHOUT CAUSE FOR EXECUTIVE LEVEL POSITIONS. THE AMOUNT OF THE COMPENSATION IS BASED ON THE POSITION HELD AND LENGTH OF SERVICE WITH SSMH. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF THE FORM 990 RECEIVED PAYMENTS UNDER THE PLAN IN THE CURRENT YEAR: JENNIFER CULOTTA - $137,496 PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2024. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2024. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT - $159,608 MATTHEW KINSELLA - $41,165 KYLE NONDORF - $51,642 ERIC THORNTON - $29,317 DEANN THURMER - $28,747 AMY FRANTA - $22,502 BRADLEY SCHMIDT -$27,096 JENNIFER CULOTTA - $33,725 JEFF SHADICK - $9,171

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Return Reference	Explanation
FORM 990, PART I, ITEM C	DBA: SSM HEALTH ST. CLARE HOSPITAL - BARABOO DBA: SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE DBA: SSM HEALTH ST. CLARE MEADOWS CARE CENTER DBA: SSM HEALTH ST. MARY'S CARE CENTER
FORM 990, PART V, LINE 1A:	ALL APPLICABLE 1099 AND 1096 IRS TAX FORMS ARE REPORTED AND FILED BY THE PARENT ORGANIZATION, SSM HEALTH CARE CORPORATION, EIN 46-6029223.
FORM 990, PART VI, SECTION A, LINE 4	IN 2024, SSM HEALTH CARE OF WISCONSIN, INC. UPDATED ITS BYLAWS FOR THE FOLLOWING CHANGES: - CHANGE TO THE SIZE OF THE BOARD OF DIRECTORS AND NUMBER OF EX OFFICIO DIRECTORS - CHANGE TO TERMS AND TERM LIMITS FOR BOARD OF DIRECTORS MEMBERS - CHANGE TO OFFICER POSITIONS AND METHOD FOR APPOINTMENT - CHANGE TO THE COMMITTEES FOR THE HOSPITAL OPERATING ENTITY.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE MEMBER OF THE CORPORATION IS SSM HEALTH CARE CORPORATION. SSM HEALTH CARE CORPORATION IS A NONPROFIT 501(C)(3) ORGANIZATION. BOTH SSM HEALTH CARE OF WISCONSIN, INC. AND SSM HEALTH CARE CORPORATION ARE PART OF THE INTEGRATED HEALTH CARE SYSTEM KNOWN AS SSM HEALTH.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBER HAS THE POWER TO APPOINT ADDITIONAL, SUCCESSOR OR REPLACEMENT MEMBERS AND TO APPOINT AND REMOVE THE APPOINTED DIRECTORS AND THE EX OFFICIO DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	THE MEMBER HAS THE FOLLOWING POWERS: A. TO ESTABLISH AND CHANGE THE MISSION, PHILOSOPHY AND VALUES OF THE CORPORATION B. TO APPOINT ADDITIONAL SUCCESSOR OR REPLACEMENT MEMBERS C. TO ELECT AND REMOVE THE APPOINTED DIRECTORS AND THE EX OFFICIO DIRECTORS D. TO APPOINT AND REMOVE THE PRESIDENT OF THE CORPORATION AND THE CHIEF EXECUTIVE OFFICER, THE CHAIRPERSON, AND THE VICE CHAIRPERSON E. TO APPROVE THE AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE CORPORATION AS PROVIDED THEREIN F. TO APPROVE AMENDMENTS TO THE BYLAWS OF THE CORPORATION G. TO APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION H. TO APPROVE THE FORMATION OF A CONTROLLED SUBSIDIARY OR A REMOTELY CONTROLLED SUBSIDIARY I. TO APPROVE THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION J. TO APPROVE THE ACQUISITION OR DISPOSITION BY THE CORPORATION OF ANOTHER LEGAL ENTITY OR AN INTEREST IN ANOTHER LEGAL ENTITY K. TO AUTHORIZE OR APPROVE THE ACQUISITION OR DISPOSITION BY THE CORPORATION OF REAL PROPERTY OR ANY INTEREST IN REAL PROPERTY L. TO ESTABLISH CENTRALIZED EMPLOYEE BENEFIT, INSURANCE, INVESTMENT, FINANCING, CORPORATE RESPONSIBILITY, PERFORMANCE ASSESSMENT AND IMPROVEMENT AND OTHER OPERATIONAL AND SUPPORT PROGRAMS; TO REQUIRE THE PARTICIPATION OF THE CORPORATION IN SUCH PROGRAMS; AND TO AUTHORIZE THE OPENING, CLOSING, ADMINISTRATION, AND MANAGEMENT OF BANK ACCOUNTS AND INVESTMENT ACCOUNTS IN THE NAME OF THE CORPORATION IN CONNECTION WITH SUCH PROGRAMS M. TO APPROVE THE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION N. TO APPOINT THE AUDITOR AND CORPORATE COUNSEL FOR THE CORPORATION O. TO AUTHORIZE AND APPROVE BORROWING MONEY AND ENTERING INTO FINANCIAL GUARANTIES BY THE CORPORATION, INCLUDING ACTIONS RELATING TO THE FORMATION, JOINING, OPERATION, WITHDRAWAL FROM AND TERMINATION OF A CREDIT GROUP OR AN OBLIGATED GROUP AND THE GRANTING OF SECURITY INTEREST IN THE PROPERTY OF THE CORPORATION P. TO REQUIRE THE CORPORATION TO TRANSFER ASSETS, INCLUDING BUT NOT LIMITED TO CASH, TO THE MEMBER OR TO ANY ENTITY EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, WHICH IS CONTROLLED BY THE MEMBER, TO THE EXTENT NECESSARY TO ACCOMPLISH THE MISSION, GOALS, AND OBJECTIVE OF THE MEMBER AS DETERMINED BY THE MEMBER Q. TO APPROVE THE TRANSFER OF ASSETS BY THE CORPORATION TO ANY ENTITY OTHER THAN THE MEMBER, OTHER THAN TRANSFERS MADE IN THE ORDINARY COURSE OF OPERATIONS OF THE CORPORATION WHICH WILL NOT REQUIRE MEMBER APPROVAL; AND R. TO DETERMINE THE EXTENT TO WHICH AND THE MANNER IN WHICH THE POWERS DESCRIBED IN THIS SECTION, WHICH ARE RESERVED TO THE MEMBER WITH RESPECT TO THE CORPORATION, ARE TO BE INCLUDED IN THE GOVERNING DOCUMENTS OF ANY CONTROLLED SUBSIDIARY, REMOTELY CONTROLLED SUBSIDIARY OR NON-CONTROLLED SUBSIDIARY AND EXERCISED WITH RESPECT TO ANY CONTROLLED SUBSIDIARY, REMOTELY CONTROLLED SUBSIDIARY OR NON-CONTROLLED SUBSIDIARY.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF THE PARENT ORGANIZATION, SSM HEALTH CARE CORPORATION (SSM). THE FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. ANY QUESTIONS ARE ADDRESSED TO THE TAX DIRECTOR OF SSM PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C	BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE PRESIDENT AND SECRETARY OF THE BOARD OVERSEE COMPLIANCE WITH THIS REQUIREMENT. ALL BOARD MEMBERS WITH AN IDENTIFIED CONFLICT OF INTEREST ABSTAIN FROM BOARD DISCUSSIONS AND VOTES WHEN APPLICABLE. EMPLOYEES WITH PURCHASING AUTHORITY AND/OR ABILITY TO INFLUENCE PURCHASING DECISIONS ARE ASSIGNED THE CONFLICT OF INTEREST DISCLOSURE COURSE (COI) WHICH MUCH BE COMPLETED ON LINE. PERIODICALLY THROUGH THE YEAR, THE ENTITY'S CORPORATE RESPONSIBILITY CONTACT PERSON (WITH THE HELP OF THE ENTITY'S LEARNING MANAGEMENT SYSTEM COORDINATOR) SENDS DEPARTMENT MANAGERS A LIST OF EMPLOYEES WHO HAVE NOT YET COMPLETED THEIR COI SO THEY CAN REMIND THE EMPLOYEES AND ENSURE THE EMPLOYEES HAVE TIME IN THEIR SCHEDULE TO COMPLETE THE REQUIRED COURSE. RESOLUTION OF ANY CONFLICTS THAT ARE DISCLOSED MUST BE DOCUMENTED AND KEPT ON FILE AT THE ENTITY. SUPERVISORS VERIFY REQUIRED COURSE COMPLETION PRIOR TO YEAR END.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION'S COMPENSATION PLAN IS REVIEWED AND APPROVED AT FORMAL MEETINGS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT NON-EMPLOYEE MEMBERS WHO HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENT TO BE REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLE WISCONSIN AND NATIONAL COMPENSATION DATA AND ESTABLISHES BASE COMPENSATION AT THE COMPARABLE MARKET MEDIAN BY THE POSITION AS OUTLINED IN THE COMPENSATION COMMITTEE CHARTER. ADDITIONALLY, THE COMMITTEE HAS AUTHORITY TO RETAIN A COMPENSATION CONSULTANT TO ASSIST THE COMMITTEE IN EVALUATING SENIOR MANAGEMENT COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	THE YEAR-END AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND UNAUDITED QUARTERLY CONSOLIDATED FINANCIAL STATEMENTS FOR THE SSM HEALTH SYSTEM ARE MADE AVAILABLE TO THE PUBLIC ON SSM HEALTH'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE MISSOURI SECRETARY OF STATE'S WEBSITE. COPIES OF THE FORM 990 AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONTRACT LABOR: PROGRAM SERVICE EXPENSES 91,076,470. MANAGEMENT AND GENERAL EXPENSES 8,982,435. FUNDRAISING EXPENSES 11,000. TOTAL EXPENSES 100,069,905.
FORM 990, PART XI, LINE 9:	TRANSFER TO CONSOLIDATED ENTITIES -158,722,417. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -10,421,986. BENEFICIAL INTEREST IN FOUNDATIONS -6,381,917. INITITAL FIXED INCOME AP OFFSET 1,946. OTHER NON-OPERATING EXPENSES RECLASSED TO REVENUE -188,108.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SSM HEALTH CARE OF WISCONSIN INC

Employer identification number

43-0688874

Part I

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

(a) Name, address, and EIN (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) SSMWI ACO LLC 1808 W BELTLINE HWY MADISON,WI53713 87-1042947	HEALTH PROMOTION	WI	0	0	SSM HEALTH CARE OF WISCONCIN INC

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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)SSM HEALTH MINISTRIES 3221 MCKELVEY ROAD SUITE 107 BRIDGETON,MO63044 43-1012492	RELIGIOUS ORGANIZATION	MO	501(C)(3)	LINE 1	N/A		No
(2)SSM HEALTH CARE CORPORATION 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 46-6029223	HEALTH CARE	MO	501(C)(3)	LINE 12A, I	SSM HEALTH MINISTRIES		No
(3)SSMHC LIABILITY TRUST I 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-6331003	INSURANCE	MO	501(C)(3)	LINE 12A, I	SSM HEALTH CARE CORPORATION		No
(4)SSM CONSOLIDATED HEALTH SERVICES 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1473657	HEALTH CARE	MO	501(C)(3)	LINE 10	SSM HEALTH CARE CORPORATION		No
(5)SSM POLICY INSTITUTE 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1788151	HEALTH CARE	MO	501(C)(4)		SSM HEALTH CARE CORPORATION		No
(6)SSM HEALTH CARE PORTFOLIO MANAGEMENT CO 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1825256	MANAGEMENT	MO	501(C)(3)	LINE 12A, I	SSM HEALTH CARE CORPORATION		No
(7)SSM HEALTH FOUNDATION 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 87-4109859	FUNDRAISING	MO	501(C)(3)	LINE 12A, I	SSM HEALTH CARE CORPORATION		No
(8)SSM HEALTH CARE ST LOUIS 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1343281	HEALTH CARE	MO	501(C)(3)	LINE 3	SSM HEALTH CARE CORPORATION		No
(9)SSM-SLUH INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 47-4196634	HEALTH CARE	MO	501(C)(3)	LINE 3	SSM HEALTH CARE ST LOUIS		No
(10)SSM CARDINAL GLENNON CHILDREN'S HOSPITAL 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-0738490	HEALTH CARE	MO	501(C)(3)	LINE 3	SSM HEALTH CARE ST LOUIS		No
(11)CARDINAL GLENNON CHILDREN'S FOUNDATION 3800 PARK AVE ST LOUIS,MO63110 43-1754347	FUNDRAISING	MO	501(C)(3)	LINE 7	SSM CARDINAL GLENNON CHILDREN'S HOSPITAL		No
(12)SSM HEALTH CARDINAL GLENNON TRANSPORT 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 86-3519607	HEALTH CARE	MO	501(C)(3)	LINE 12A, I	SSM CARDINAL GLENNON CHILDREN'S HOSPITAL		No
(13)SSM HEALTH CARE GROUP 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 88-0988603	HEALTH CARE	MO	501(C)(3)	LINE 10	SSM HEALTH CARE ST LOUIS		No
(14)SSM HEALTH FOUNDATION - ST LOUIS 12312 OLIVE BLVD STE 100 ST LOUIS,MO63141 43-1552945	FUNDRAISING	MO	501(C)(3)	LINE 7	SSM HEALTH CARE ST LOUIS		No
(15)SSM HEALTH CARE OF OKLAHOMA INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 73-0657693	HEALTH CARE	OK	501(C)(3)	LINE 3	SSM HEALTH CARE CORPORATION		No
(16)LEE DEWEY CORPORATION 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 73-1279603	MOB	OK	501(C)(3)	LINE 12A, I	SSM HEALTH CARE OF OKLAHOMA INC		No
(17)ST ANTHONY SHAWNEE HOSPITAL INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 45-5055149	HEALTH CARE	OK	501(C)(3)	LINE 3	SSM HEALTH CARE OF OKLAHOMA INC		No
(18)THE ST ANTHONY HOSPITAL FOUNDATION INC 601 NW 11TH STREET OKLAHOMA CITY,OK73101 73-6104300	FUNDRAISING	OK	501(C)(3)	LINE 7	SSM HEALTH CARE OF OKLAHOMA INC		No
(19)SSM HEALTH CARE OF WISCONSIN INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-0688874	HEALTH CARE	WI	501(C)(3)	LINE 3	SSM HEALTH CARE CORPORATION		No
(20)DELLS MEDICAL BUILDING INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 39-1613292	MOB	WI	501(C)(2)		SSM HEALTH CARE OF WISCONSIN INC	Yes
(21)ST MARY'S FOUNDATION INC 700 SOUTH PARK STREET MADISON,WI53715 43-1940686	FUNDRAISING	WI	501(C)(3)	LINE 7	SSM HEALTH CARE OF WISCONSIN INC	Yes
(22)ST CLARE HEALTH CARE FOUNDATION INC 707 14TH STREET BARABOO,WI53913 43-1940683	FUNDRAISING	WI	501(C)(3)	LINE 7	SSM HEALTH CARE OF WISCONSIN INC	Yes
(23)ST MARY'S JANESVILLE FOUNDATION INC 3400 E RACINE ST JANESVILLE,WI53546 27-3439133	FUNDRAISING	WI	501(C)(3)	LINE 7	SSM HEALTH CARE OF WISCONSIN INC	Yes
(24)AGNESIAN HEALTHCARE FOUNDATION INC 430 E DIVISION ST FOND DU LAC,WI54935 39-1684956	FUNDRAISING	WI	501(C)(3)	LINE 12A, I	SSM HEALTH CARE OF WISCONSIN INC	Yes
(25)MONROE CLINIC AND HOSPITAL FOUNDATION INC 515 22ND AVENUE MONROE,WI53566 20-5769038	FUNDRAISING	WI	501(C)(3)	LINE 7	SSM HEALTH CARE OF WISCONSIN INC	Yes
(26)SHARED MAGNETIC RESONANCE IMAGING FACILITY INC 1104 JOHN NOLEN DRIVE MADISON,WI53713 39-1534744	HEALTH CARE	WI	501(C)(3)	LINE 12A, I	SSM HEALTH CARE OF WISCONSIN INC	Yes
(27)AGNESIAN HEALTHCARE INC 430 E DIVISION ST FOND DU LAC,WI54935 39-0807236	HEALTH CARE	WI	501(C)(3)	LINE 3	SSM HEALTH CARE OF WISCONSIN INC	Yes
(28)RIPON MEDICAL CENTER INC 845 PARKSIDE STREET RIPON,WI54971 39-1101287	HEALTH CARE	WI	501(C)(3)	LINE 3	AGNESIAN HEALTHCARE INC	Yes
(29)WAUPUN MEMORIAL HOSPITAL INC 620 WEST BROWN STREET WAUPUN,WI53963 39-0806265	HEALTH CARE	WI	501(C)(3)	LINE 3	AGNESIAN HEALTHCARE INC	Yes
(30)ST FRANCIS HOME OF FOND DU LAC WISCONSIN INC 33 EVERETT STREET FOND DU LAC,WI54935 39-1029998	HEALTH CARE	WI	501(C)(3)	LINE 10	AGNESIAN HEALTHCARE INC	Yes
(31)SISTER SERVANTS OF CHRIST THE KING VILLA LORETTO N8114 COUNTY WW MOUNT CALVARY,WI53057 39-1022770	HEALTH CARE	WI	501(C)(3)	LINE 10	AGNESIAN HEALTHCARE INC	Yes
(32)VILLA ROSA INC N8120 COUNTY WW MOUNT CALVARY,WI53057 42-1670962	HEALTH CARE	WI	501(C)(3)	LINE 10	AGNESIAN HEALTHCARE INC	Yes
(33)THE CHRISTIAN HOME AND REHABILITATION CENTER INCORPORATED 452 FOX LAKE ROAD WAUPUN,WI53963 39-0884514	HEALTH CARE	WI	501(C)(3)	LINE 10	AGNESIAN HEALTHCARE INC	Yes
(34)THE MONROE CLINIC INC 515 22ND AVENUE MONROE,WI53566 39-0808509	HEALTH CARE	WI	501(C)(3)	LINE 3	SSM HEALTH CARE OF WISCONSIN INC	Yes
(35)SSM HEALTH AT HOME FOUNDATION OF WISCONSIN INC 4639 HAMMERSLEY ROAD MADISON,WI53711 39-1839309	FUNDRAISING	WI	501(C)(3)	LINE 12A, I	HOME HEALTH UNITED INC		No
(36)SSM REGIONAL HEALTH SERVICES 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 44-0579850	HEALTH CARE	MO	501(C)(3)	LINE 3	SSM HEALTH CARE CORPORATION		No
(37)ST MARY'S HEALTH CENTER JEFFERSON CITY MISSOURI FOUNDATION 2505 MISSION DRIVE JEFFERSON CITY,MO65109 43-1575307	FUNDRAISING	MO	501(C)(3)	LINE 12A, I	SSM REGIONAL HEALTH SERVICES		No
(38)ST MARY'S HOSPITAL AUXILIARY 2505 MISSION DRIVE JEFFERSON CITY,MO65109 43-6049878	FUNDRAISING	MO	501(C)(3)	LINE 12B, II	N/A		No
(39)SSM AUDRAIN HEALTH CARE INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1550298	HEALTH CARE	MO	501(C)(3)	LINE 3	SSM REGIONAL HEALTH SERVICES		No
(40)ST MARY'S - GOOD SAMARITAN INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 36-4170833	HEALTH CARE	IL	501(C)(3)	LINE 12A, I	SSM REGIONAL HEALTH SERVICES		No
(41)ST MARY'S HOSPITAL FOUNDATION 400 N PLEASANT CENTRALIA,IL62801 36-4636691	FUNDRAISING	IL	501(C)(3)	LINE 7	ST MARY'S-GOOD SAMARITAN INC		No
(42)ST MARY'S HOSPITAL AUXILIARY 400 N PLEASANT CENTRALIA,IL62801 23-7126345	FUNDRAISING	IL	501(C)(3)	LINE 10	ST MARY'S HOSPITAL FOUNDATION		No
(43)GOOD SAMARITAN REGIONAL HEALTH CENTER FOUNDATION 1 GOOD SAMARITAN WAY MOUNT VERNON,IL62864 26-2884795	FUNDRAISING	IL	501(C)(3)	LINE 7	ST MARY'S-GOOD SAMARITAN INC		No
(44)GOOD SAMARITAN HOSPITAL AUXILIARY 1 GOOD SAMARITAN WAY MOUNT VERNON,IL62864 23-7049599	FUNDRAISING	IL	501(C)(3)	LINE 12C, III-FI	N/A		No
(45)GOOD SAMARITAN REGIONAL HEALTH CENTER 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-0653587	HEALTH CARE	IL	501(C)(3)	LINE 3	SSM REGIONAL HEALTH SERVICES		No
(46)ST MARY'S HOSPITAL CENTRALIA ILLINOIS 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 37-0662580	HEALTH CARE	IL	501(C)(3)	LINE 3	SSM REGIONAL HEALTH SERVICES		No
(47)CENTRALIA MEDICAL SERVICES BLDG ASSOC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 23-7408025	MOB	IL	501(C)(3)	LINE 12A, I	SSM REGIONAL HEALTH SERVICES		No
(48)SSM HEALTH BUSINESSES 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1333488	HEALTH CARE	MO	501(C)(3)	LINE 10	SSM HEALTH CARE CORPORATION		No
(49)THE SARAH COMMUNITY 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1784657	HEALTH CARE	MO	501(C)(3)	LINE 10	SSM HEALTH BUSINESSES		No
(50)VISITING NURSE ASSOCIATION OF GREATER ST LOUIS 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-0567000	HEALTH CARE	MO	501(C)(3)	LINE 7	SSM HEALTH BUSINESSES		No
(51)HOME HEALTH UNITED INC 2802 WALTON COMMONS LANE MADISON,WI53718 39-1539827	HEALTH CARE	WI	501(C)(3)	LINE 10	SSM HEALTH BUSINESSES		No
(52)HHU XTRA CARE INC 2802 WALTON COMMONS LANE MADISON,WI53718 39-1705111	HEALTH CARE	WI	501(C)(3)	LINE 10	SSM HEALTH BUSINESSES		No
(53)HOME CARE UNITED INC 2802 WALTON COMMONS LANE MADISON,WI53718 39-1776340	HEALTH CARE	WI	501(C)(3)	LINE 10	SSM HEALTH BUSINESSES		No

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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) SSM ST JOSEPH ENDOSCOPY CENTER LLC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 27-0046559	SURGERY SERVICES	MO	N/A					No		Yes
(2) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC 4901 FOREST PARK AVENUE STE 1140 ST LOUIS,MO63108 37-2121486	LAUNDRY SERVICES	MO	N/A					No		Yes
(3) 1110 N CLASSEN BLVD LLC 1110 N CLASSEN BOULEVARD OKLAHOMA CITY,OK73106 73-1158158	MOB	OK	N/A					No		Yes
(4) MT VERNON RADIATION THERAPY CENTER LLC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 20-1382620	RADIATION THERAPY	IL	N/A					No		Yes
(5) CHOWSMGSI OFFICE BUILDING LLC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 37-1383861	MOB	IL	N/A					No			No
(6) OZA CANCER CENTER LLC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 20-1382727	MOB	IL	N/A					No			No
(7) WINGRA BUILDING GROUP 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 39-0237060	MOB	WI	N/A					No			No
(8) JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 39-6220698	MOB	WI	N/A					No			No
(9) DEAN CLINIC & ST MARY'S HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 45-2995500	ACCOUNTABLE CARE ORGANIZATION	WI	SSM HEALTH CARE OF WISCONSIN INC	RELATED				No			No	50.000 %
(10) WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 39-2016715	INFORMATION TECHNOLOGY SERVICES	WI	SSM HEALTH CARE OF WISCONSIN INC	EXCLUDED		3,246,836		No			No	50.000 %
(11) ST CLARE IMAGING SERVICES LLC 707 14TH STREET SUITE A BARABOO,WI53913 20-0122365	DIAG. SERVICES	WI	SSM HEALTH CARE OF WISCONSIN INC	RELATED	612,378	3,792,619		No		Yes		50.000 %
(12) NAVITUS HEALTH SOLUTIONS LLC 361 INTEGRITY DRIVE MADISON,WI53717 04-3608530	PHARMACY BENEFIT MANAGEMENT	WI	N/A					No			No
(13) EPIPHANY RX LLC 361 INTEGRITY DRIVE MADISON,WI53717 36-4855405	PHARMACY BENEFIT MANAGEMENT	DE	N/A					No			No
(14) RXPRECHECK LL 278 FRANKLIN RD BRENTWOOD,TN37027 81-2842151	PHARMACY BENEFIT MANAGEMENT	TN	N/A					No			No
(15) ARCHIMEDES LLC 278 FRANKLIN RD BRENTWOOD,TN37027 81-1158028	PHARMACY BENEFIT MANAGEMENT	TN	N/A					No			No
(16) M&C REALTY LLC 343 DUENKE RD FORISTELL,MO63348 62-1851447	MOB	MO	N/A					No		Yes
(17) BLOOM TREE LONG-ONLY FUND QP LP FKA BLOOM TREE PONDEROSA FUNDS QP LP 101 PARK AVENUE 33RD FL NEW YORK,NY10178 82-3704522	INVESTMENTS	DE	N/A					No			No
(18) NECICF II AIV2-B LP 300 DELAWARE AVE STE 210 WILMINGTON,DE19801 84-5058167	INVESTMENTS	DE	N/A					No			No
(19) BISON CAPITAL PARTNERS VI-A LP 233 WILSHIRE BLVD STE 425 SANTA MONICA,CA90401 87-4006968	INVESTMENTS	DE	N/A					No			No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) SSMHC INSURANCE COMPANY PO BOX 1051 GT GRAND CAYMAN CJ 03-0310431	INSURANCE	CJ	N/A	C					No
(2) OMNINHEALTH HOLDINGS 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 88-4144276	HEALTH CARE CONSULTING	DE	N/A	C					No
(3) SSM MANAGED CARE ORGANIZATION LLC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1708511	HEALTH PROMOTION	MO	N/A	C					No
(4) ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC 707 SOUTH MILLS STREET MADISON,WI53715 000000000	CONDO ASSOCIATION	WI	N/A	C					No
(5) PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 36-4161526	HEALTH CARE	IL	N/A	C					No
(6) FPP INC & SUBS 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1465174	HEALTH CARE	MO	N/A	C					No
(7) SSM MEDICAL GROUP INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1664107	PHYSICIAN OFFICES	MO	N/A	C					No
(8) SSM HEALTH PHARMACY LLC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 26-4031708	PHARMACY	MO	N/A	C					No
(9) SSMHC LIABILITY TRUST II 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 81-6128118	INSURANCE	MO	N/A	C					No
(10) HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 73-1534336	MEDICAL SERVICES	OK	N/A	C					No
(11) DIVERSIFIED HEALTH SERVICES CORP 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1369305	MEDICAL EQUIPMENT	MO	N/A	C					No
(12) SSM PROPERTIES INC 12800 CORPORATE HILL DRIVE ST LOUIS,MO63131 43-1462486	PROPERTY SERVICES	MO	N/A	C					No
(13) DEAN HEALTH SYSTEMS INC 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 39-1128616	PHYSICIAN OFFICES	WI	N/A	C					No
(14) DEAN RETAIL SERVICES INC 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 39-1717636	PROPERTY SERVICES	WI	N/A	C					No
(15) NAVITUS HOLDINGS LLC 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 80-0968174	PHARMACY	WI	N/A	C					No
(16) SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC 1808 WEST BELTLINE HIGHWAY MADISON,WI53713 83-2038674	CONDO ASSOCIATION	WI	N/A	C					No
(17) QUALITY DRUG CORPORATION 239 BROADWAY LAGUNA BEACH,CA92651 33-0644268	PHARMACY BENEFITS	CA	N/A	C					No
(18) PARTNERS GROUP PMC PRIVATE CREDIT LP C/O MAPLES CORPORATE SERVICES LTD GRAND CAYMAN CJ 98-1439264	INVESTMENT	CJ	N/A	C					No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

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

Yes

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) ST MARY'S JANESVILLE FOUNDATION	B	144,737	CASH
(2) ST MARY'S FOUNDATION	B	347,679	CASH
(3) ST CLARE HEALTH CARE FOUNDATION	B	117,883	CASH
(4) ST CLARE HEALTH CARE FOUNDATION	C	224,901	CASH
(5) ST MARY'S FOUNDATION	C	575,640	CASH

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PART OF AN INTEGRATED NETWORK PROVIDING HEALTH CARE IN SOUTH CENTRAL WISCONSIN OPERATING THREE HOSPITALS AND TWO SKILLED NURSING FACILITIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	3,780
6	Total number of volunteers (estimate if necessary) .............	6	392
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	9,208,808
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	57,381

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,981,417	1,671,167
9	Program service revenue (Part VIII, line 2g) .........	800,443,910	744,776,326
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,196,572	4,908,886
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	24,011,931	18,866,599
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	830,633,830	770,222,978
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,288,405	1,262,808
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)	278,464,904	274,074,772
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 24,860
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	472,189,949	391,344,217
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	751,943,258	666,681,797
19	Revenue less expenses. Subtract line 18 from line 12.......	78,690,572	103,541,181
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	559,104,700	499,418,127
21	Total liabilities (Part X, line 26).............	58,622,192	71,106,919
22	Net assets or fund balances. Subtract line 21 from line 20.....	500,482,508	428,311,208

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 587,195,037 including grants of $ 1,262,808 ) (Revenue $ 735,567,518 )
	SSM HEALTH CARE OF WISCONSIN PROVIDES HEALTH CARE SERVICES AT THREE WHOLLY-OWNED ACUTE CARE HOSPITALS, SSM HEALTH ST. MARY'S HOSPITAL - MADISON, SSM HEALTH ST. CLARE HOSPITAL - BARABOO AND SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE, AS WELL AS AT TWO NURSING HOMES SSM HEALTH ST. MARY'S CARE CENTER IN MADISON AND SSM HEALTH ST. CLARE MEADOWS CARE CENTER IN BARABOO. SERVING SOUTH CENTRAL WISCONSIN SINCE 1912, SSM HEALTH ST. MARY'S HOSPITAL MADISON (ST. MARY'S MADISON HOSPITAL) IS A 440-TERTIARY REFERRAL HOSPITAL OFFERING INPATIENT AND OUTPATIENT TREATMENT AND DIAGNOSTIC SERVICES IN PRIMARY CARE AND NEARLY ALL SPECIALTIES. ST. MARY'S MADISON HOSPITAL IS AN AMERICAN COLLEGE OF SURGEONS-VERIFIED LEVEL II TRAUMA CENTER, A JOINT COMMISSION-CERTIFIED THROMBECTOMY-CAPABLE STROKE CENTER, AND HAS A LEVEL III NEONATAL INTENSIVE CARE UNIT. ST. MARY'S HOSPITAL OFFERS A FULL RANGE OF INPATIENT AND OUTPATIENT TREATMENT AND DIAGNOSTIC SERVICES USING THE LATEST MEDICAL ADVANCES. THE CAMPUS INCLUDES AN OUTPATIENT SURGERY CENTER AND AN EMPLOYEE CHILD CARE CENTER. ST. MARY'S MADISON HOSPITAL IS OWNER OF A HOME HEALTH CARE ORGANIZATION AND IS AFFILIATED WITH THE SSM HEALTH ST. MARY'S CARE CENTER (A SKILLED NURSING FACILITY) ON MADISON'S SOUTHWEST SIDE. SSM HEALTH ST. CLARE HOSPITAL BARABOO (ST. CLARE HOSPITAL) OFFERS TALENTED SPECIALISTS IN WOMEN'S HEALTH, CANCER CARE, ORTHOPEDICS, PEDIATRICS, GENERAL SURGERY, REHABILITATION SERVICES, SLEEP DISORDERS AND MANY MORE MEDICAL SERVICES. ST. CLARE HOSPITAL'S CONNECTION WITH SSM HEALTH DEAN MEDICAL GROUP OFFERS PATIENTS A SEAMLESS HEALTH CARE EXPERIENCE. ST. CLARE HOSPITAL IS AFFILIATED WITH SSM HEALTH ST. CLARE MEADOWS CARE CENTER WHICH PROVIDES A VARIETY OF HEALTHCARE AND LIVING OPTIONS FOR THE ELDERLY OF THE GREATER BARABOO AND SAUK COUNTY AREA. THE 100-BED MEDICARE AND MEDICAID SKILLED NURSING FACILITY PROVIDES 24-HOUR NURSING CARE FOR TEMPORARY REHABILITATION CARE OR PERMANENT CARE IN AN ATMOSPHERE THAT CELEBRATES THE NEEDS OF THE INDIVIDUAL.SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE (ST. MARY'S JANESVILLE HOSPITAL) OPERATES A 50-BED HOSPITAL AND AN ADJACENT PHYSICIANS' OFFICE COMPLEX. ST. MARY'S JANESVILLE HOSPITAL OFFERS TALENTED SPECIALISTS IN WOMEN'S HEALTH, CANCER CARE, ORTHOPEDICS, PEDIATRICS, GENERAL SURGERY, REHABILITATION SERVICES, SLEEP DISORDER AND MANY MORE MEDICAL SERVICES.

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












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












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses587,195,037

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	7,272,753	16,027,206	8,429,378

1a	Federated campaigns..		1a
b	Membership dues..		1b	226,195
c	Fundraising events..		1c
d	Related organizations		1d	836,636
e	Government grants (contributions)		1e	606,451

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,885

g	Noncash contributions included in lines 1a - 1f:$		1g	3,652

h Total. Add lines 1a-1f.......		1,671,167

		Business Code
2a	NET PATIENT SERVICE RE	622110	796,538,619	788,678,411	7,860,208
b	CORPORATE & MGMT REV	561000	38,507,760	38,507,760
c	VALUE BASED CARE REVEN	561000	8,100,000	8,100,000
d	CHILD CARE	624110	1,440,079	91,479	1,348,600
e	INSURANCE FEES	524298	-99,959,332	-99,959,332
f	All other program service revenue.		149,200	149,200
g	Total. Add lines 2a–2f .....		744,776,326

3 Investment income (including dividends, interest, and othersimilar amounts) ......			6,661			6,661
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	501,578
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	501,578
d	Net rental income or (loss).......			501,578			501,578
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		4,902,225
b	Less: cost or other basis and sales expenses	7b		0
c	Gain or (loss)	7c		4,902,225
d	Net gain or (loss).........			4,902,225			4,902,225
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	25,002
b	Less: cost of goods sold ..		10b	143,004
c	Net income or (loss) from sales of inventory..			-118,002			-118,002

Business Code
11a	JOINT VENTURE REVENUE		621500	15,101,169			15,101,169
b	CAFETERIA REVENUE		722514	2,709,189			2,709,189
c	PARKING		812930	590,440			590,440
d	All other revenue ....			82,225			82,225
e	Total. Add lines 11a–11d ......			18,483,023
12	Total revenue. See instructions.....			770,222,978	735,567,518	9,208,808	23,775,485

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,236,008	1,236,008
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	26,800	26,800
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 ...........	7,158,972	6,775,786	383,186
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	231,800	219,393	12,407
7	Other salaries and wages........	209,769,371	198,541,417	11,227,954
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	11,703,176	11,076,761	626,415
9	Other employee benefits .......	29,429,844	27,854,605	1,575,239
10	Payroll taxes ...........	15,781,609	14,936,895	844,714
11	Fees for services (non-employees):
a	Management ......	22,211,632	18,902,390	3,309,242
b	Legal .........	510,191	8	510,183
c	Accounting ...........
d	Lobbying ...........
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)	100,069,905	91,076,470	8,982,435	11,000
12	Advertising and promotion ....	225,320	163,251	62,178	-109
13	Office expenses .......	8,882,918	8,175,945	700,160	6,813
14	Information technology ......	20,367,755	20,367,755
15	Royalties ..
16	Occupancy ...........	10,921,021	10,324,820	595,706	495
17	Travel ............	461,126	311,416	149,710
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	192,336	118,521	72,486	1,329
20	Interest ...........
21	Payments to affiliates .......	57,417,285	6,819,378	50,597,907
22	Depreciation, depletion, and amortization ..	18,597,595	18,061,123	536,472
23	Insurance ...	2,001,429	1,987,573	13,856
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES AND EQ	124,558,597	124,558,597
b	TAXES	13,826,948	13,742,144	84,804
c	MEDICAL CLAIMS	10,000,000	10,000,000
d	BANK FEES	1,175,111	1,152,982	22,129
e	All other expenses	-74,952	764,999	-845,283	5,332
25	Total functional expenses. Add lines 1 through 24e	666,681,797	587,195,037	79,461,900	24,860
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 ........			1,044,730	1	1,016,545
2	Savings and temporary cash investments .........			234,853	2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			125,813,966	4	93,008,679
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 .......
					5
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) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			7,348,656	8	10,146,250
9	Prepaid expenses and deferred charges ......			968,964	9	1,824,758
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	743,630,894
b	Less: accumulated depreciation	10b	526,408,943	204,198,572	10c	217,221,951
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			127,593,853	13	121,622,799
14	Intangible assets ...............			41,578	14	93,828
15	Other assets. See Part IV, line 11 ...........			91,859,528	15	54,483,317
16	Total assets. Add lines 1 through 15 (must equal line 33)...			559,104,700	16	499,418,127

17	Accounts payable and accrued expenses .....	50,978,125	17	63,058,556
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	31,219	24	5,073
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	7,612,848	25	8,043,290
26	Total liabilities. Add lines 17 through 25..	58,622,192	26	71,106,919

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	481,844,420	27	428,311,208
28	Net assets with donor restrictions ...........	18,638,088	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 ...........	500,482,508	32	428,311,208
33	Total liabilities and net assets/fund balances ........	559,104,700	33	499,418,127