4A (Expenses $ 132600155 including grants of $ 28781) (Revenue $ 206433300)
Licensed for 538 beds, Wheaton Franciscan - St. Joseph is the second largest private hospital in Milwaukee providing acute and sub-acute care. The campus offers 24-hour emergency services and a broad range of medical and surgical services. Specialties include comprehensive services for high-risk obstetrics, a prenatal assessment center, a Level III 54-bed neonatal intensive care unit, perinatal outreach, and women and infants services. Additional services consist of the Heart Care Center, which includes a cardiac catheterization laboratory, chest pain ED protocols, and cardiac and thoracic surgery and is an accredited Chest Pain Center with Percutaneous Coronary Intervention (PCI). Rehabilitation Services provide inpatient and outpatient physical, occupational, and speech therapy; pediatric therapy; and specialty programs for headaches/biofeedback, continence therapy, vestibular rehabilitation, drivers assessments, amputee rehabilitation, hand therapy, cognitive and swallowing therapy, dry needling, lymphedema therapy, TMJ therapy, stroke rehabilitation, and a work hardening program.

4B (Expenses $ 73061673 including grants of $ 6288) (Revenue $ 142005574)
Elmbrook Memorial Hospital is a 166-bed full-service acute care hospital providing comprehensive medical care in a convenient, attractive setting. Fully accredited by the Joint Commission, Elmbrook Memorial is known for its high level of quality patient-centered medical care. Specialties include cancer care, cardiac care, diagnostic imaging, orthopedic/neurological services, a 24-hour emergency department, full obstetric and gynecological services, a Prenatal Assessment Center, a Bariatric Surgery Center of Excellence, a Center for Digestive Health and comprehensive surgical services including robotic, minimally invasive and advanced laparoscopic procedures.

4C (Expenses $ 2962355 including grants of $ 0) (Revenue $ 8134667)
St Joseph has two outpatient centers; Wheaton Franciscan - Wauwatosa offers a full range of outpatient services, the latest technology, more than 30 primary care and specialty medical offices and clinics, an Urgent Care Center, on-site laboratory, imaging, diagnostic testing and a variety of outpatient departments all under one roof. The Brown Deer site is a unique collaboration that combines health care and fitness on one convenient campus. The outpatient center features comprehensive services, including cardiac testing, diabetes management, physical therapy, and radiology. It also offers the latest medical technologies and treatments, laboratory services, and health care services featuring primary and specialty physicians. The YMCA houses half of the building and is the home of a state of the art fitness center as well as the very popular Schroeder Aquatic Center.

4D (Expenses $ 2833800 including grants of $ 0) (Revenue $ 188205)
Midwest Spine and Orthopedic Hospital / Wisconsin Heart Hospital ceased operations in July 2016 and is no longer actively seeing patients.

Schedule H, Part V, Section B, Line 5 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 1,967 telephone interviews were completed between March 16 and July 14, 2015 for Milwaukee County including 1,200 interviews during the same time frame for the City of Milwaukee. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. Each of these organizations serves the medically underserved, low-income, and minority populations. * United Way of Greater Milwaukee * City of Milwaukee Health Department * North Shore Health Department * Milwaukee County of Health and Human Services * Children's Health Alliance of Wisconsin * North Shore Health Department * United Community Center * The Faye McBeath Foundation * AIDS Resource Center of Wisconsin * Community Services for Children's Hospital and Health System * Children's Hospital of Wisconsin * Wisconsin Department of Public Health Services * Greater Milwaukee Foundation * Milwaukee Common Council * Wauwatosa Health Department * Helen Bader Foundation * Black Health Coalition of Wisconsin * Medical College of Wisconsin Institute for Health and Society * West Allis and West Milwaukee Health Department * South Milwaukee Health Department * UW-Milwaukee Joseph J. Zilber School of Public Health * YWCA Milwaukee * Hales Corners Health Department * Medical Society of Milwaukee County * Oak Creek Health Department * Greenfield Health Department * Saint Francis Health Department * Greendale Health Department * UNCOM (United Neighborhood Centers of Milwaukee * Milwaukee Oral Health Task Force * Columbia St. Mary's * Milwaukee Health Care Partnership * Lindsay Heights Health Alliance * Community Advocates * Cudahy Health Department * YMCA of Metro Milwaukee * Latino Health Coalition * Boys and Girls Club of Greater Milwaukee * Staff Housing Authority of the City of Milwaukee * Residents from Parklawn and Highland Gardens

Schedule H, Part V, Section B, Line 6a Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. The CHNA was conducted the following hospital facilities: -Aurora Health Care -Children's Hospital of Wisconsin -Columbia St. Mary's Health System -Froedtert Health

Schedule H, Part V, Section B, Line 7 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. Several reports applicable to our Wisconsin Hospital Facilities are available at the Milwaukee Health Care Partnership's (MHCP) website at http://mkehcp.org/publications. MHCP is a public / private consortium dedicated to improving health care coverage, access, and care coordination for underserved populations in Milwaukee County, with the goals of improving health outcomes, eliminating disparities, and reducing the total cost of care.

Schedule H, Part V, Section B, Line 11 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. Using the CHNA completed in June 2016, the hospital developed, adopted, and worked on executing a three-year Implementation Strategy to address priority community health needs. In Fiscal Year 2017 (Tax Year 2016), the hospital implemented the following plan to address the priority needs: Access to Care -- Assist individuals with access to care -- Assisted in setting up follow-up care appointments for underserved or under insured patients -- Participated and developed a community-wide practice standard for meeting specialty care needs for low-income, uninsured emergency department patients -- Actively screened uninsured patients for financial assistance programs Healthy Lifestyle -- Decrease the incidence of diabetes, high blood pressure and obesity -- Provided community based health education on obesity, diabetes and hypertension -- Offered pre-diabetes educational group sessions to increase knowledge related to diabetes, hypertension and weight management -- Implemented Diabetes Prevention Program to increase knowledge on diabetes, healthy eating, the importance of physical activity, and stress management Infant Mortality -- Reducing Infant Mortality -- Implemented Centering Pregnancy Program -- Offered culturally sensitive, comprehensive safe sleep programs that are shared with women and families -- Assist women of childbearing age to obtain primary health care providers to get the care they need prior to, during, and after pregnancy -- Provided awareness and education on Safe Place for Newborns Program Explanation on needs identified in CHNA that are not being addressed: While our organization understands the importance of meeting all of the needs of the community, an in depth assessment was completed in which the key leaders involved with work within the St. Joseph Campus were able to identify the needs that would be most impacted by the site. The top health needs identified by the St. Joseph Campus leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: -Coverage: Wheaton Franciscan- St. Joseph Campus feels that this significant need is outside of our scope of services. We are committed to focusing efforts on providing access to care to those within our community regardless of their coverage. We will continue to support other initiatives regarding this need in a secondary capacity when necessary. -Alcohol and Drug Use: While Wheaton Franciscan- St. Joseph Campus understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on alcohol and drug use. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants indicated a number of organizations across sectors are already addressing these issues by providing services, and education is in place within the schools. Specific strategies named include needle exchange and Sharps collection programs, public campaigns and media coverage of the issues, prescription drug drop off locations, the Wisconsin Prescription Drug Monitoring Program (PDMP), medication lock boxes sold at cost, the Community Health Improvement Plan, and community capacity building. We are committed to supporting these efforts in a secondary capacity as necessary. -Injury and Violence: Wheaton Franciscan- St. Joseph Campus feels that this significant need is outside of our scope of services. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Existing strategies to address injury prevention include home assessment, injury prevention programs for seniors, newsletters, car seat checks and car safety programs, bicycle rodeos, messages in school planners, promotion of helmet use, and pedestrian safety messaging. Related to crime, validated risk assessment tools, addressing poverty, community policing, the Community Justice Council, hotspotting, Project Ujima, the Medical College of Wisconsin Injury Research Center, and the Milwaukee Peace Summit were existing strategies named. Regarding family violence and child abuse, Sojourner Family Peace Center's programs; the Hmong American Women's Association's programs, services, and support within the clan system; the Safe and Sound Collaborative; family support services; implementing trauma informed care principles; Denim Day and other awareness campaigns; and mindfulness programs were named as existing strategies to address violence. Due to the lack of resources and expertise within Wheaton Franciscan- St. Joseph Campus in this area, we have committed to supporting this need in a secondary capacity as necessary. -Mental and Behavioral Health: While Wheaton Franciscan- St. Joseph Campus understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on Mental and Behavioral Health. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants named the following existing strategies in the county to address mental health: inpatient and outpatient mental health services; increased bullying awareness; housing first strategy; community behavioral health redesign is underway; Milwaukee Center for Independence programming that manages medication and re-integrates people with mental health issues into the community, jobs, and housing; crisis intervention training for employees; efforts within schools and school-community partnerships; mental and behavioral health task forces; implementing trauma informed care; and more mental health providers are being added in the community.

Schedule H, Part V, Section B, Line 16 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ST. JOSEPH. The filing organization takes several proactive approaches to make patients aware of our financial assistance policy. In addition to our policy being posted on our website and available to anyone who requests one, there is abundant signage throughout our facility explaining our financial assistance policy and how to obtain the actual policy, if desired. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as in inpatient and outpatient admitting and registration areas, physician offices, and emergency departments. Brochures describing the policy are available in the same locations, and the policy is discussed at the time of registration or pre-registration, admission, discharge, and with billing for those identified with a need. Patients who call and express a financial hardship with paying their bill will be assisted by a customer service representative, who will assist the patient in setting up an appointment to meet with a financial advocate who will go over the financial assistance policy in detail, get the financial assistance application process started, and educate the patient regarding any questions they may have. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. Additionally, our Financial Assistance Policy, Financial Assistance Application, and Plain Language Summary are available on our website, https://www.mywheaton.org/about-wheaton/billing-information/#policy. The Financial Assistance Policy and Application have been translated into 8 languages: English, Spanish, Chinese, Hmong, Laotian, Arabic, Russian, and Serbian/Croatian. In the case of our Plain Language Summary, a 9th language (Telugu) is available.

Schedule H, Part V, Section B, Line 5 Facility 1, 1
Facility 1, 1 - wheaton franciscan - elmbrook memorial. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership (the Partnership) which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 400 telephone interviews were completed between February 2 and February 23, 2015 for Waukesha County. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. T Denotes this organization represents low-income populations. TT Denotes this organization represents medically underserved populations. TTT Denotes this organization represents minority populations. * Addiction Resource Council T, TT, TTT * City of New Berlin Fire Department * City of New Berlin Police Department * Community Outreach Health Clinic T, TT, TTT * Delafield Chamber of Commerce * Family Services of Waukesha T, TT, TTT * Hamilton School District * Hartland Chamber of Commerce * Hope Center, Inc. T * HOPE Network, Inc. T, TTT * Interfaith Senior Programs T, TT, TTT * Kettle Moraine School District * La Casa de Esperanza T, TT, TTT * Lake Area Free Clinic T, TT, TTT * Menominee Falls Area Food Pantry T * Menomonee Falls Chamber of Commerce, Inc. * Mukwonago Food Pantry and Mukwonago Food Pantry Resource Center T, TT, TTT * NAMI Waukesha, Inc. T, TT, TTT * New Berlin Food Pantry T * Oconomowoc Area School District T,TT * ProHealth Care T, TT, TTT * Safe Babies Healthy Families T, TT, TTT * Saint Joseph's Medical Clinic, Inc. T,TT * School District of Menomonee Falls T, TT, TTT * School District of New Berlin * School District of Waukesha T, TT, TTT * Stillwaters Cancer Support Services T, TT, TTT * Sussex Outreach Services T, TT, TTT * United Way of Greater Milwaukee & Waukesha County T, TT, TTT * Village of Menomonee Falls Police and Fire Department * Waukesha County Board * Waukesha County Business Alliance * Waukesha County Community Dental Clinic T, TT, TTT * Waukesha County Department of Health and Human Services * YMCA at Pabst Farms T, TT, TTT * YMCA of Greater Waukesha County T, TT, TTT

Schedule H, Part V, Section B, Line 6a Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL. THE CHNA WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES: -Aurora Health Care- Children's Hospital of Wisconsin -Columbia St. Mary's Health System -Froedtert Health

Schedule H, Part V, Section B, Line 11 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL. Using the CHNA completed in June 2016, the hospital developed, adopted, and worked on executing a three-year Implementation Strategy to address priority community health needs. In Fiscal Year 2017 (Tax Year 2016), the hospital implemented the following plan to address the priority needs: Access to Care -- Assist individuals with access to care -- Actively screened uninsured patients for financial assistance programs -- Provided insurance enrollment resources and assisted patients who were uninsured or underinsured Healthy Lifestyle -- Educate local community on healthy lifestyle topics -- Provided community based health education on obesity, diabetes and hypertension -- Offered weight loss program Renew You to broader community -- Offered education on healthy eating, portion control, and meal planning While our organization understands the importance of meeting all of the needs of the community, an in depth assessment was completed in which the key leaders involved with work within Elmbrook were able to identify the needs that would be most impacted by the site. The top health needs identified by the Elmbrook leadership team through the community health needs assessment that were not a part of the current implementation plan were as follows: -Coverage: Wheaton Franciscan- Elmbrook Memorial feels that this significant need is outside of our scope of services. We are committed to focusing efforts on providing access to care to those within our community regardless of their coverage. We will continue to support other initiatives regarding this need in a secondary capacity when necessary. -Alcohol and Drug Use: While Wheaton Franciscan- Elmbrook Memorial understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on alcohol and drug use. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants indicated a number of organizations across sectors are already addressing these issues by providing services, and education is in place within the schools. Specific strategies named include needle exchange and Sharps collection programs, public campaigns and media coverage of the issues, prescription drug drop off locations, the Wisconsin Prescription Drug Monitoring Program (PDMP), medication lock boxes sold at cost, the Community Health Improvement Plan, and community capacity building. We are committed to supporting these efforts in a secondary capacity as necessary. -Injury and Violence: Wheaton Franciscan- Elmbrook Memorial feels that this significant need is outside of our scope of services. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Existing strategies to address injury prevention include home assessment, injury prevention programs for seniors, newsletters, car seat checks and car safety programs, bicycle rodeos, messages in school planners, promotion of helmet use, and pedestrian safety messaging. Related to crime, validated risk assessment tools, addressing poverty, community policing, the Community Justice Council, hotspotting, Project Ujima, the Medical College of Wisconsin Injury Research Center, and the Milwaukee Peace Summit were existing strategies named. Regarding family violence and child abuse, Sojourner Family Peace Center's programs; the Hmong American Women's Association's programs, services, and support within the clan system; the Safe and Sound Collaborative; family support services; implementing trauma informed care principles; Denim Day and other awareness campaigns; and mindfulness programs were named as existing strategies to address violence. Due to the lack of resources and expertise within Wheaton Franciscan- Elmbrook Memorial in this area, we have committed to supporting this need in a secondary capacity as necessary. -Mental and Behavioral Health: While Wheaton Franciscan- Elmbrook Memorial understands this growing concern, at the time of assessment, the resources and expertise were not available to address and make a meaningful impact on Mental and Behavioral Health. During the community health needs assessment process, the Milwaukee Health Care Partnership was made aware of several existing strategies through our key informants. Key informants named the following existing strategies in the county to address mental health: inpatient and outpatient mental health services; increased bullying awareness; housing first strategy; community behavioral health redesign is underway; Milwaukee Center for Independence programming that manages medication and re-integrates people with mental health issues into the community, jobs, and housing; crisis intervention training for employees; efforts within schools and school-community partnerships; mental and behavioral health task forces; implementing trauma informed care; and more mental health providers are being added in the community.

Schedule H, Part V, Section B, Line 5 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. Wheaton Franciscan Healthcare partnered with the Milwaukee Health Care Partnership which includes Aurora Health Care, Children's Hospital of Wisconsin, Columbia St. Mary's Health System, Froedtert Health and public health departments to collaboratively conduct a community health needs assessment. Third-party organizations, JKV Research, LLC and Center for Urban Population Health were contracted to help conduct the assessment. The assessment consisted of 3 key processes in order to obtain data, a telephone health survey, secondary data research and key informant interviews and focus groups. A total of 1,967 telephone interviews were completed between March 16 and July 14, 2015 for Milwaukee County including 1,200 interviews during the same time frame for the City of Milwaukee. The third piece of the assessment process was conducting interviews and focus groups with key stakeholders in the community in the spring and summer of 2015. A list of the organizations that provide input are listed below. Each of these organizations serves the medically underserved, low-income, and minority populations. * United Way of Greater Milwaukee * City of Milwaukee Health Department * North Shore Health Department * Milwaukee County of Health and Human Services * Children's Health Alliance of Wisconsin * North Shore Health Department * United Community Center * The Faye McBeath Foundation * AIDS Resource Center of Wisconsin * Community Services for Children's Hospital and Health System * Children's Hospital of Wisconsin * Wisconsin Department of Public Health Services * Greater Milwaukee Foundation * Milwaukee Common Council * Wauwatosa Health Department * Helen Bader Foundation * Black Health Coalition of Wisconsin * Medical College of Wisconsin Institute for Health and Society * West Allis and West Milwaukee Health Department * South Milwaukee Health Department * UW-Milwaukee Joseph J. Zilber School of Public Health * YWCA Milwaukee * Hales Corners Health Department * Medical Society of Milwaukee County * Oak Creek Health Department * Greenfield Health Department * Saint Francis Health Department * Greendale Health Department * UNCOM (United Neighborhood Centers of Milwaukee * Milwaukee Oral Health Task Force * Columbia St. Mary's * Milwaukee Health Care Partnership * Lindsay Heights Health Alliance * Community Advocates * Cudahy Health Department * YMCA of Metro Milwaukee * Latino Health Coalition * Boys and Girls Club of Greater Milwaukee * Staff Housing Authority of the City of Milwaukee * Residents from Parklawn and Highland Gardens

Schedule H, Part V, Section B, Line 6a Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. The CHNA was conducted the following hospital facilities: -Aurora Health Care -Children's Hospital of Wisconsin -Columbia St. Mary's Health System -Froedtert Health

Schedule H, Part V, Section B, Line 7 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. Several reports applicable to our Wisconsin Hospital Facilities are available at the Milwaukee Health Care Partnership's (MHCP) website at http://mkehcp.org/publications. MHCP is a public / private consortium dedicated to improving health care coverage, access, and care coordination for underserved populations in Milwaukee County, with the goals of improving health outcomes, eliminating disparities, and reducing the total cost of care.

Schedule H, Part V, Section B, Line 11 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. ALTHOUGH THE WISCONSIN HEART HOSPITAL DID COMPLETE THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE YEAR ENDING JUNE 30, 2016, SHORTLY AFTERWARDS, ON JULY 8, 2016, A DECISION WAS MADE TO DISCONTINUE INPATIENT HOSPITAL OPERATIONS. AS SUCH, THE WISCONSIN HEART HOSPITAL WILL NOT BE IMPLEMENTING THE NEEDS IT ORIGINALLY IDENTIFIED, AND WILL BE INSTEAD INCORPORATING THESE NEEDS AT AN AFFILIATED HOSPITAL, WHERE POSSIBLE. THE FACILITY WILL BE USED IN THE FUTURE, AND IS CURRENTLY BEING EVALUATED BY OUR TEAM IN ORDER TO DETERMINE A USE THAT WILL BEST SERVE OUR COMMUNITY'S NEEDS.

Schedule H, Part V, Section B, Line 16 Facility 1, 1
Facility 1, 1 - WHEATON FRANCISCAN - WISCONSIN HEART HOSPITAL/MIDWEST SPINE & ORTHOPEDIC HOSPITAL. The filing organization takes several proactive approaches to make patients aware of our financial assistance policy. In addition to our policy being posted on our website and available to anyone who requests one, there is abundant signage throughout our facility explaining our financial assistance policy and how to obtain the actual policy, if desired. Notices regarding the availability of financial assistance are displayed in highly visible locations where there is a significant volume of inpatient or outpatient traffic such as in inpatient and outpatient admitting and registration areas, physician offices, and emergency departments. Brochures describing the policy are available in the same locations, and the policy is discussed at the time of registration or pre-registration, admission, discharge, and with billing for those identified with a need. Patients who call and express a financial hardship with paying their bill will be assisted by a customer service representative, who will assist the patient in setting up an appointment to meet with a financial advocate who will go over the financial assistance policy in detail, get the financial assistance application process started, and educate the patient regarding any questions they may have. Lastly, our patient statements also include notifications about the availability of financial assistance and a phone number to call for more information. Additionally, our Financial Assistance Policy, Financial Assistance Application, and Plain Language Summary are available on our website, https://www.mywheaton.org/about-wheaton/billing-information/#policy. The Financial Assistance Policy and Application have been translated into 8 languages: English, Spanish, Chinese, Hmong, Laotian, Arabic, Russian, and Serbian/Croatian. In the case of our Plain Language Summary, a 9th language (Telugu) is available.

Schedule H, Part VI, Line 7 Community Benefit Information
COMMUNITY BENEFIT AMOUNTS ARE COMPILED USING TOTAL ACTUAL COSTS PER THE HOSPITAL'S MANAGERIAL ACCOUNTING SYSTEM IN USE, WHICH INCLUDES ALL PATIENT SEGMENTS INCLUDING INPATIENT, OUTPATIENT, EMERGENCY ROOM, PRIVATE INSURANCE, MEDICAID, MEDICARE, MEDICARE HMO, UNINSURED, AND SELF-PAY PATIENTS. MEDICARE IS REPORTED USING THE MOST RECENTLY FILED COST REPORT AT THE TIME THE ANNUAL REPORT AND RELATED COMMUNITY BENEFIT INFORMATION IS PUBLISHED. COMMUNITY BENEFIT AMOUNTS WERE DETERMINED FOR EXTERNAL REPORTING PURPOSES, AND AMOUNTS ARE SUMMARIZED USING A SOFTWARE APPLICATION RECOMMENDED BY THE CATHOLIC HEALTH ASSOCIATION BECAUSE IT HAS THE ABILITY TO PROVIDE THE INFORMATION IN A FORMAT SUITABLE FOR SCHEDULE H PRESENTATION. Although community benefit reporting is not required in the state of Wisconsin, the organization VOLUNTARILY REPORTS COMMUNITY BENEFIT INFORMATION IN WISCONSIN BY REPORTING THE INFORMATION TO THE WISCONSIN HOSPITAL ASSOCIATION.

Schedule H, Part V, Section B, Line 17 Billing and Collection Policy
"During tax year 2017, the organization learned via verbal comments of IRS agents at public events that the IRS intends that the ""readily obtainable"" standard in the 501(r) regulations for the AGB calculation and billing and collection policy is only met if those items are posted to the organization's web site. The organization had interpreted that web posting standard to be a safe harbor after consulting with external counsel and tax advisors, and timely took other steps to make the information readily obtainable. Consequently, the organization does not believe its decision to not post these documents to its web site rises to the level of a failure, nor does it believe the circumstances were either willful or egregious, having otherwise timely taken the steps necessary to attain and continue to maintain compliance with the other requirements related to the billing and collection policy and the AGB, as part of its policies and procedures for ensuring compliance with all aspects of 501(r). However, the organization is making this voluntary disclosure in order to communicate to the IRS the changes it is undertaking in response to the recent IRS informal guidance on this specific point concerning the ""readily obtainable"" standard, and the fact that the organization has started the work necessary to post its AGB information and billing and collection policy to its web site and will complete those additional postings as soon as reasonably possible. The other web postings required under 501(r) (i.e., those related to the community health needs assessment and the financial assistance policy) were timely completed and continue to remain in place as required. The organization believes its safeguards worked as intended in this case (i.e., the organization has regular communications with a number of external law firms and tax consultants and the timely attention to the recent guidance was supported by the framework of regular access to subject matter experts). These changes are in the process of being incorporated into corporate policies and procedures that apply to the organization."

Schedule H, Part I, Line 7g Subsidized Health Services
The filing organization is related to a sEPARATELY ORGANIZED ENTITY WHERE ALL PHYSICIAN CLINIC COSTS ARE GROUPED. THE HOSPITAL HAS THEREFORE NOT INCLUDED ANY PHYSICIAN CLINIC COSTS IN SUBSIDIZED HEALTH SERVICES.

Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance
"The cost of providing charity care, means-tested government programs, and other community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association (""CHA"") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. For the information in the table, a cost-to-charge ratio was calculated and applied."

Schedule H, Part II Community Building Activities
In the area of community building, Ascension WF Inc provides health care career education and health education presentations to high schools in Milwaukee County. The presentations focus on professional roles and work responsibilities within a health care system and child care education. According to the County Health Rankings, employment provides income and, often, benefits that can support healthy lifestyle choices. Unemployment and under employment limit these choices, and negatively affect both quality of life and health overall.

Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount
After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the Corporation follows established guidelines for placing certain past-due patient balances within collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the Corporation's policies. After applying the cost-to-charge ratio, the share of the bad debt expense in fiscal year 2017 was $4,836,679 at charges, ($2,002,015 at cost).

Schedule H, Part III, Line 3 Bad Debt Expense Methodology
The provision for doubtful accounts is based upon management's assessment of expected net collections considering historical experience, economic conditions, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts.

Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote
The organization is part of the Ascension Health Alliance's consolidated audit in which the footnote that discusses the bad debt expense begins on page 19.

Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs
A cost to charge ratio is applied to the organization's Medicare Expense to determine the Medicare allowable costs reported in the organization's Medicare Cost Report. Ascension Health and its related health ministries follow the Catholic Health Association (CHA) guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit.

Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance
The filing organization FOLLOWS THE ASCENSION GUIDELINES FOR COLLECTION PRACTICES RELATED TO PATIENTS QUALIFYING FOR CHARITY OR FINANCIAL ASSISTANCE. A PATIENT CAN APPLY FOR CHARITY OR FINANCIAL ASSISTANCE AT ANY TIME DURING THE COLLECTION CYCLE. ONCE QUALIFYING DOCUMENTATION IS RECEIVED, THE PATIENT'S ACCOUNT IS ADJUSTED. PATIENT ACCOUNTS FOR THE QUALIFYING PATIENT IN THE PREVIOUS SIX MONTHS MAY ALSO BE CONSIDERED FOR CHARITY OR FINANCIAL ASSISTANCE. ONCE A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE, ALL COLLECTION ACTIVITY IS SUSPENDED.

Schedule H, Part V, Section B, Line 16a FAP website
1 - WHEATON FRANCISCAN - ST. JOSEPH: Line 16a URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL: Line 16a URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy;

Schedule H, Part V, Section B, Line 16b FAP Application website
1 - WHEATON FRANCISCAN - ST. JOSEPH: Line 16b URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL: Line 16b URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy;

Schedule H, Part V, Section B, Line 16c FAP plain language summary website
1 - WHEATON FRANCISCAN - ST. JOSEPH: Line 16c URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy; 1 - WHEATON FRANCISCAN - ELMBROOK MEMORIAL: Line 16c URL: https://www.mywheaton.org/about-wheaton/billing-information/#policy;

Schedule H, Part VI, Line 2 Needs assessment
In addition to the CHNA reported in Part V, Section B, Elmbrook Memorial Hospital & St. Joseph's Hospital - these two hospitals use both hospital data and reliable, third party reports, including data from government sources, to assess the health needs of the community it serves. These reports provide information about key health, socioeconomic, and demographic indicators that point to areas of need. Elmbrook Memorial Hospital & St. Joseph's Hospital utilizes this information to determine develop programs and services to be provided for the community. These needs and initiatives are presented to senior leadership and board members to ensure the findings are considered in developing the organization's strategy, policy development, and internal financial and operational decisions.

Schedule H, Part VI, Line 3 Patient education of eligibility for assistance
WHEATON FRANCISCAN, INC. iS COMMITTED TO DELIVERING EFFECTIVE, SAFE, PERSON-CENTRIC, HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. AS A NONPROFIT HOSPITAL (OR HEALTH SYSTEM), IT IS OUR MISSION AND PRIVILEGE TO PLAY THIS IMPORTANT ROLE IN OUR COMMUNITY. STAFF SCREEN UNINSURED PATIENTS AND IF FOUND POTENTIALLY ELIGIBLE FOR A GOVERNMENT FUNDING SOURCE, PROVIDE ASSISTANCE AND/OR RESOURCES TO THE PATIENT AND THEIR FAMILY. IF A PATIENT IS NOT ELIGIBLE FOR A PAYMENT SOURCE, our FINANCIAL ASSISTANCE POLICY COVERS PATIENTS WHO LACK THE FINANCIAL RESOURCES TO PAY FOR ALL OR PART OF THEIR BILLS. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON THE ANNUAL FEDERAL POVERTY GUIDELINES and is provided for tHOSE WHO EARN UP TO 400% OF THE FEDERAL POVERTY LEVEL. The following documents are widELY PUBLICIZEd on the organization's website at: https://www.mywheaton.org/about-wheaton/billing-information/#policy - FINANCIAL ASSISTANCE POLICY - FINANCIAL ASSISTANCE APPLICATION - FINANCIAL ASSISTANCE POLICY SUMMARY - LIST OF PROVIDERS COVERED BY THE FINANCIAL ASSISTANCE POLICY The organization also MAKES PAPER COPIES OF the following DOCUMENTS AVAILABLE UPON REQUEST: - FINANCIAL ASSISTANCE POLICY - FINANCIAL ASSISTANCE APPLICATION - FINANCIAL ASSISTANCE POLICY SUMMARY - LIST OF PROVIDERS COVERED BY THE FINANCIAL ASSISTANCE POLICY - AMOUNT GENERALLY BILLED CALCULATION PAPER COPIES ARE MADE READILY AVAILABLE AS PART OF THE INTAKE, DISCHARGE, AND CUSTOMER SERVICE PROCESSES. UPON REQUEST, PAPER COPIES CAN ALSO BE OBTAINED BY MAIL. The organization INFORMS ITS PATIENTS OF THE FINANCIAL ASSISTANCE POLICY VIA A NOTICE ON PATIENT BILLING STATEMENTS, INCLUDING THE PHONE NUMBER AND WEB ADDRESS WHERE MORE INFORMATION CAN BE OBTAINED. Signage displayed in the emergency room and admission area also INFORMS PATIENTS OF THE FINANCIAL ASSISTANCE POLICY.

Schedule H, Part VI, Line 4 Community information
Please see detailed information provided at Schedule H Part V Section B Lines 1-12 and Part VI Line 5.

Schedule H, Part VI, Line 5 Promotion of community health
WHEATON FRANCISCAN, INC'S GOVERNING BODY IS COMPRISED OF PERSONS REPRESENTING DIVERSE ASPECTS AND INTERESTS OF THE COMMUNITY. MANY MEMBERS OF the GOVERNING BODY RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA; WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS OR SPECIALTIES. SURPLUS FUNDS are provided TO FUND IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION, and RESEARCH through DONATIONS from supporting organizations. Please also see Part III for community activities undertaken by this organization, as well as a compilation of regional charity care information.

Schedule H, Part VI, Line 6 Affiliated health care system
WHEATON FRANCISCAN, INC. IS AN AFFILIATE OF Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and ASCENSION HEALTH. The hospital's aFFILIATES ARE LARGE MULTI-FACETED, INTEGRATED, NOT-FOR-PROFIT MINISTRIES INCLUDING HOSPITAL AND NON-HOSPITAL MINISTRIES (PHYSICIAN GROUP PRACTICES, HOSPITAL ORGANIZATIONS, RESEARCH, HOME HEALTH, DURABLE MEDICAL EQUIPMENT AND SENIOR FACILITIES). THESE MINISTRIES WORK TOGETHER TO CARE FOR PATIENTS, JOINED BY COMMON SYSTEMS AND A PHILOSOPHY OF SERVING AS A HEALING PRESENCE WITH SPECIAL CONCERN FOR OUR NEIGHBORS ESPECIALLY THOSE WHO ARE poor or VULNERABLE. THIS COMMUNITY BENEFIT HAPPENS THROUGH ITS FOCUS ON PATIENT CARE, EDUCATION AND RESEARCH. THE ORGANIZATIONS WORK TOGETHER TO SERVE THEIR COMMUNITIES AT THE LOCAL, REGIONAL, STATE AND NATIONAL LEVEL. ASCENSION HEALTH ALLIANCE, D/B/A ASCENSION (ASCENSION), IS A MISSOURI NONPROFIT CORPORATION FORMED ON SEPTEMBER 13, 2011. ASCENSION IS THE SOLE CORPORATE MEMBER AND PARENT ORGANIZATION OF ASCENSION HEALTH, A CATHOLIC NATIONAL HEALTH SYSTEM CONSISTING PRIMARILY OF NONPROFIT CORPORATIONS THAT OWN AND OPERATE LOCAL HEALTHCARE FACILITIES, OR HEALTH MINISTRIES, LOCATED IN 23 OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA. ASCENSION IS SPONSORED BY ASCENSION SPONSOR, A PUBLIC JURIDIC PERSON. THE PARTICIPATING ORGANIZATIONS/ENTITIES OF ASCENSION SPONSOR ARE THE DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL, ST. LOUISE PROVINCE; THE CONGREGATION OF ST. JOSEPH; THE CONGREGATION OF THE SISTERS OF ST. JOSEPH OF CARONDELET; THE CONGREGATION OF ALEXIAN BROTHERS OF THE IMMACULATE CONCEPTION PROVINCE, INC. - AMERICAN PROVINCE; AND THE SISTERS OF THE SORROWFUL MOTHER OF THE THIRD ORDER OF ST. FRANCIS OF ASSISI - US/CARIBBEAN PROVINCE. The organization PROMOTES THE HEALTH OF THE COMMUNITY BY providing healthcare services in the Southeast Wisconsin area, regardless of the person's ability to pay, because it is our mission to improve the lives of those in the communities we serve.