Form 990 for tax year 2022
Filed by FROEDTERT THEDACARE HEALTH INC.
Totals
- Total revenue
- $1,101,803,802
- Total expenses
- $990,329,085
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $985,705,542
- Investment income
- $76,301,469
- Other revenue
- $39,796,791
- Total assets, end of year
- $3,376,180,624
- Total liabilities, end of year
- $1,350,841,732
- Net assets or fund balances, end of year
- $2,025,338,892
- Program services expenses (Part IX)
- $936,722,096
- Management and general expenses
- $53,606,989
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $936,722,096
Program services were 94.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: OTHER MANAGEMENT SUPPORT
total $355,053,859 · related or exempt $355,053,859
-
2b · Program service revenue: HUMAN RESOURCES SUPPORT
total $258,289,948 · related or exempt $258,289,948
-
2c · Program service revenue: OUTPATIENT REVENUE
total $169,345,576 · related or exempt $169,345,576
-
2d · Program service revenue: EMERGENCY DEPT REVENUE
total $100,791,591 · related or exempt $100,791,591
-
2e · Program service revenue: INFO TECH SUPPORT
total $98,504,461 · related or exempt $98,504,461
-
2f · All other program service revenue
total $3,720,107 · related or exempt $3,720,107
-
3 · Investment income
total $62,533,257 · excluded $62,533,257
-
7a · Gross sales of assets other than inventory
securities $721,486,835
-
7b · Less cost or other basis and sales expenses
securities $707,718,623
-
7c · Gain or loss
securities $13,768,212
-
7d · Net gain or loss
total $13,768,212 · excluded $13,768,212
-
11a · Other revenue: JOINT VENTURE REVENUE
total $39,796,791 · related or exempt $38,878,162 · unrelated business $918,629
-
11e · Other revenue, total
$39,796,791
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $17,499,079 · program services $17,499,079
-
7 · Other salaries and wages
total $257,187,373 · program services $257,187,373
-
8 · Pension plan contributions
total $60,593,012 · program services $60,593,012
-
9 · Other employee benefits
total $191,403,005 · program services $191,403,005
-
10 · Payroll taxes
total $18,743,468 · program services $18,743,468
-
11b · Fees: legal
total $2,710,880 · management and general $2,710,880
-
11c · Fees: accounting
total $528,129 · management and general $528,129
-
11d · Fees: lobbying
total $4,500 · management and general $4,500
-
11g · Fees: other
total $82,247,012 · program services $82,247,012
-
12 · Advertising and promotion
total $13,275,653 · program services $13,275,653
-
13 · Office expenses
total $12,746,408 · program services $1,487,739 · management and general $11,258,669
-
14 · Information technology
total $6,121,410 · program services $6,121,410
-
16 · Occupancy
total $18,428,165 · program services $15,939,358 · management and general $2,488,807
-
17 · Travel
total $727,562 · program services $373,898 · management and general $353,664
-
19 · Conferences, conventions and meetings
total $1,088,336 · program services $1,088,336
-
20 · Interest
total $5,164,307 · program services $5,164,307
-
22 · Depreciation, depletion and amortization
total $40,680,427 · program services $40,680,427
-
23 · Insurance
total $15,016,089 · program services $15,016,089
-
24a · Other expenses: AFFILIATED SUPPORT
total $155,991,066 · program services $147,135,194 · management and general $8,855,872
-
24b · Other expenses: SOFTWARE LICENSES & TRA
total $49,730,645 · program services $49,730,645
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $12,715,194 · program services $12,715,194
-
24d · Other expenses: SUBSCRIPTIONS
total $10,268,527 · management and general $10,268,527
-
24e · All other expenses
total $17,458,838 · program services $320,897 · management and general $17,137,941
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,312 · end of year $9,962
-
2 · Savings and temporary cash investments
beginning of year $95,368,779 · end of year $71,541,902
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $26,256,386 · end of year $48,937,593
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $75,870,662 · end of year $22,295,407
-
8 · Inventories for sale or use
beginning of year $21,353,477 · end of year $25,800,379
-
9 · Prepaid expenses and deferred charges
beginning of year $26,013,140 · end of year $24,612,310
-
10a · Land, buildings and equipment: cost or other basis
$650,899,003
-
10b · Land, buildings and equipment: accumulated depreciation
$303,135,048
-
10c · Land, buildings and equipment, net
beginning of year $390,091,774 · end of year $347,763,955
-
11 · Investments: publicly traded securities
beginning of year $2,082,792,723 · end of year $2,148,229,596
-
12 · Investments: other securities
beginning of year $13,128 · end of year $0
-
13 · Investments: program-related
beginning of year $256,744,106 · end of year $366,792,184
-
14 · Intangible assets
beginning of year $4,425,830 · end of year $3,955,826
-
15 · Other assets
beginning of year $270,254,568 · end of year $316,241,510
-
17 · Accounts payable and accrued expenses
beginning of year $272,761,795 · end of year $262,153,303
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $646,237,947 · end of year $629,405,161
-
21 · Escrow or custodial account liability
beginning of year $149,574 · end of year $103,555
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $465,427,613 · end of year $459,179,713
-
27 · Net assets without donor restrictions
beginning of year $1,864,616,956 · end of year $2,025,338,892
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
FROEDTERT HEALTH, INC. ADVANCES THE HEALTH OF THE PEOPLE OF THE DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY.
-
HEALTH CARE MANAGEMENT SERVICES IN SUPPORT OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., HOLY FAMILY MEMORIAL, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, FROEDTERT WORKFORCE HEALTH, NATIONAL LABORATORY NETWORK, FROEDTERT MANITOWOC MEDICAL GROUP, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS.
Expenses $350,884,784 · Revenue $355,053,859
-
HUMAN RESOURCE/STAFF SUPPORT TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC., ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC., HOLY FAMILY MEMORIAL, INC., FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, FROEDTERT WORKFORCE HEALTH, FROEDTERT MANITOWOC MEDICAL GROUP, AND FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS.
Expenses $258,289,948 · Revenue $258,289,948
-
OUTPATIENT REVENUE AND EXPENSE OF FROEDTERT NEIGHBORHOOD HOSPITAL, FROEDTERT HEALTH PHARMACY SOLUTIONS, FROEDTERT HEALTH HOME INFUSION, VERTU RX, FROEDTERT HEALTH PHARMACY, FROEDTERT MANITOWOC MEDICAL GROUP, AND WEST BEND SURGERY CENTER.
Expenses $141,633,637 · Revenue $169,345,576
-
IT SUPPORT EXPENSE - 98,504,461INPATIENT EXPENSE - 3,111,348EMERGENCY DPT EXPENSE - 84,297,918 TOTAL EXPENSE - 185,913,727IT SUPPORT REVENUE - 98,504,461INPATIENT REVENUE - 3,720,107EMERGENCY DPT REVENUE - 100,791,591JT VENTURE REVENUE - 38,878,162 TOTAL REVENUE - 241,894,321
Expenses $185,913,727 · Revenue $241,894,321
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jacobson CatherineJACOBSON CATHERINE
DIRECTOR & CEO/PRESIDENT
- Total calculated
- $3,877,368
- From this org
- $3,435,812
- From related orgs
- $0
- Other
- $441,556
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $1,547,248
- Bonus
- $1,497,354
- Other
- $391,210
- Deferred
- $406,217
- Nontaxable benefits
- $35,339
- Filer's total
- $3,877,368
-
Behl MarkBEHL MARK
DIRECTOR & EVP/FH COO
- Total calculated
- $1,399,347
- From this org
- $1,191,308
- From related orgs
- $0
- Other
- $208,039
- Hours/week
- 47 + 3 related
Schedule J breakdown matched by us
- Base
- $772,583
- Bonus
- $397,207
- Other
- $21,518
- Deferred
- $176,261
- Nontaxable benefits
- $31,778
- Filer's total
- $1,399,347
-
Bechthold Kurt DBECHTHOLD KURT D
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Berkes Mary BethBERKES MARY BETH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Block Bruce TBLOCK BRUCE T
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chini MarcCHINI MARC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clarke RobertCLARKE ROBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Crosby GradyCROSBY GRADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbink DirkDEBBINK DIRK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ford DeborahFORD DEBORAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Javeri Gokhale AditiJAVERI GOKHALE ADITI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lubar David JLUBAR DAVID J
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Olivieri JoseOLIVIERI JOSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Prince Joan PhDPRINCE JOAN PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stanek Mary EllenSTANEK MARY ELLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fredrick JacquelynFREDRICK JACQUELYN
DIRECTOR & BOD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Snyder JudsonSNYDER JUDSON
DIRECTOR & BOD V.CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Hawig ScottHAWIG SCOTT
TREASURER
- Total calculated
- $1,992,024
- From this org
- $1,751,870
- From related orgs
- $0
- Other
- $240,154
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $915,726
- Bonus
- $643,858
- Other
- $192,286
- Deferred
- $205,582
- Nontaxable benefits
- $34,572
- Filer's total
- $1,992,024
-
Marquardt AmyMARQUARDT AMY
SECR & SR VP CHIEF LEGAL OFF
- Total calculated
- $1,268,299
- From this org
- $1,097,629
- From related orgs
- $0
- Other
- $170,670
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $569,363
- Bonus
- $377,658
- Other
- $150,608
- Deferred
- $136,335
- Nontaxable benefits
- $34,335
- Filer's total
- $1,268,299
-
Ericson AllenERICSON ALLEN
CHD PRESIDENT
- Total calculated
- $1,641,225
- From this org
- $1,476,512
- From related orgs
- $0
- Other
- $164,713
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $533,946
- Bonus
- $791,959
- Other
- $150,607
- Deferred
- $129,558
- Nontaxable benefits
- $35,155
- Filer's total
- $1,641,225
-
Conley EricCONLEY ERIC
FMLH PRESIDENT
- Total calculated
- $1,209,927
- From this org
- $1,021,309
- From related orgs
- $0
- Other
- $188,618
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $661,079
- Bonus
- $337,158
- Other
- $23,072
- Deferred
- $153,960
- Nontaxable benefits
- $34,658
- Filer's total
- $1,209,927
-
Humphrey EricHUMPHREY ERIC
FH SR VP/CHIEF HR OFFICER
- Total calculated
- $1,203,611
- From this org
- $1,041,141
- From related orgs
- $0
- Other
- $162,470
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $558,342
- Bonus
- $369,835
- Other
- $112,964
- Deferred
- $133,866
- Nontaxable benefits
- $28,604
- Filer's total
- $1,203,611
-
Jacob SonyJACOB SONY
FH CIO
- Total calculated
- $1,131,209
- From this org
- $978,546
- From related orgs
- $0
- Other
- $152,663
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $502,073
- Bonus
- $454,983
- Other
- $21,490
- Deferred
- $122,159
- Nontaxable benefits
- $30,504
- Filer's total
- $1,131,209
-
Webb Dixon RichelleWEBB DIXON RICHELLE
FMLH COO
- Total calculated
- $915,710
- From this org
- $757,650
- From related orgs
- $0
- Other
- $158,060
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $499,336
- Bonus
- $236,396
- Other
- $21,918
- Deferred
- $122,111
- Nontaxable benefits
- $35,949
- Filer's total
- $915,710
-
Lux TeresaLUX TERESA
CHD COO
- Total calculated
- $861,344
- From this org
- $736,401
- From related orgs
- $0
- Other
- $124,943
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $424,095
- Bonus
- $199,668
- Other
- $112,638
- Deferred
- $110,037
- Nontaxable benefits
- $14,906
- Filer's total
- $861,344
-
Klauck JamesKLAUCK JAMES
SR VP ANCILLARY SVCS
- Total calculated
- $823,467
- From this org
- $680,766
- From related orgs
- $0
- Other
- $142,701
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $387,813
- Bonus
- $187,752
- Other
- $105,201
- Deferred
- $103,259
- Nontaxable benefits
- $39,442
- Filer's total
- $823,467
-
Olson DavidOLSON DAVID
SR VP & CHIEF STRATEGY OFF
- Total calculated
- $1,301,907
- From this org
- $1,125,517
- From related orgs
- $0
- Other
- $176,390
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $582,781
- Bonus
- $387,836
- Other
- $154,900
- Deferred
- $139,516
- Nontaxable benefits
- $36,874
- Filer's total
- $1,301,907
-
Lodes MarkLODES MARK
VP-POP HEALTH & MED ED
- Total calculated
- $1,017,897
- From this org
- $907,105
- From related orgs
- $0
- Other
- $110,792
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $529,958
- Bonus
- $222,285
- Other
- $154,862
- Deferred
- $75,213
- Nontaxable benefits
- $35,579
- Filer's total
- $1,017,897
-
Basilotto StephenBASILOTTO STEPHEN
FH SR VP/CHIEF EXPERIENCE OFF
- Total calculated
- $1,004,723
- From this org
- $850,069
- From related orgs
- $0
- Other
- $154,654
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $497,220
- Bonus
- $330,956
- Other
- $21,893
- Deferred
- $121,188
- Nontaxable benefits
- $33,466
- Filer's total
- $1,004,723
-
Truwit JonathonTRUWIT JONATHON
ENTERPRISE CHIEF MEDICAL OFF
- Total calculated
- $948,732
- From this org
- $922,259
- From related orgs
- $0
- Other
- $26,473
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $359,940
- Bonus
- $448,493
- Other
- $113,826
- Deferred
- $17,125
- Nontaxable benefits
- $9,348
- Filer's total
- $948,732
-
Manos Richard MDMANOS RICHARD MD
DOCTOR-ORTHOPAEDIC SURGERY
- Total calculated
- $836,253
- From this org
- $800,472
- From related orgs
- $0
- Other
- $35,781
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $762,025
- Bonus
- $0
- Other
- $38,447
- Deferred
- $9,150
- Nontaxable benefits
- $26,631
- Filer's total
- $836,253
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- SOCIAL CLUB DUES: JACOBSON, CATHERINE - $6,184 HEALTH AND FITNESS (STANDARD EMPLOYEE BENEFIT): KLAUCK, JAMES - $100
- PART I, LINE 4B
- 457(F) DISTRIBUTIONS: ERICSON, ALLEN - $125,130 HAWIG, SCOTT - $170,501 HUMPHREY, ERIC - $89,892 JACOBSON, CATHERINE - $388,747 KLAUCK, JAMES - $82,209 LODES, MARK - $132,844 LUX, TERESA - $90,937 MARQUARDT, AMY - $125,844 OLSON, DAVID - $127,426 NON-QUALIFIED DISTRIBUTIONS: TRUWIT, JONATHON - $86,587 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) 457(F) PLAN PARTICIPANTS: BASILOTTO, STEPHEN BEHL, MARK CONLEY, ERIC ERICSON, ALLEN HAWIG, SCOTT HUMPHREY, ERIC JACOB, SONY JACOBSON, CATHERINE KLAUCK, JAMES LODES, MARK LUX, TERESA MARQUARDT, AMY OLSON, DAVID TRUWIT, JONATHON WEBB DIXON, RICHELLE NON-QUALIFIED PARTICIPANTS: TRUWIT, JONATHON
- PART I, LINE 7
- BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME.
- PART II, COLUMN (B)(II):
- BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID.
- PART II, COLUMN (B)(III):
- OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AMOUNTS PAID IN LIEU OF 457(F) DEFERRED COMPENSATION PLAN CONTRIBUTIONS, AND OTHER MISCELLANEOUS COMPENSATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
501 (C) (3) · HOSPITAL · WI · controlled entity
Directly controlled by FRDTERT HLTH
-
COMMUNITY MEMORIAL HOSPITAL OF MF
501 (C) (3) · HOSPITAL · WI · controlled entity
Directly controlled by FRDTERT HLTH
-
ST JOSEPH'S COMMUNITY HOSPITAL OF WB
501 (C) (3) · HOSPITAL · WI · controlled entity
Directly controlled by FRDTERT HLTH
-
ST JOSEPH'S COMMUNITY FOUNDATION
501 (C) (3) · HLTH/WELFARE · WI
Directly controlled by ST JOSEPH'S
-
FROEDTERT HOSPITAL FOUNDATION INC
501 (C) (3) · HLTH/WELFARE · WI
Directly controlled by FRDTERT HLTH
-
COMMUNITY MEMORIAL FOUNDATION OF MF
501 (C) (3) · HLTH/WELFARE · WI
Directly controlled by COMM MEM HOS
-
COMMUNITY OUTPATIENT HEALTH SERVICES
501 (C) (3) · MED/DENT SVCS · WI
Directly controlled by COMM MEM HOS
-
501 (C) (3) · HLTHCARE SVC · WI · controlled entity
Directly controlled by FRDTERT HLTH
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501 (C) (3) · HOSPITAL · WI · controlled entity
Directly controlled by FRDTERT HLTH
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
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INCEPTION HEALTH LLC
HLTHCARE SVCS · WI · income $4,718,406 · assets $27,646,834
Directly controlled by FRDTERT HLTH
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INTEGRATED HOLDINGS LLC
INVST HOLD CO · WI · income $0 · assets $121,964
Directly controlled by FRDTERT HLTH
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EXCEEDENT LLC
HLTHCARE ADM · WI · income $4,141,820 · assets $1,158,562
Directly controlled by FRDTERT HLTH
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FROEDTERT HEALTH PHARMACY SOLUTIONS LLC
PHCY MGT CO · WI · income $0 · assets $0
Directly controlled by FRDTERT HLTH
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INCEPTION HEALTH OPERATIONS LLC
HLTHCARE SVCS · WI · income $0 · assets $0
Directly controlled by FRDTERT HLTH
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INCEPTION HEALTH INVESTMENTS LLC
INVST HOLD CO · WI · income $0 · assets $0
Directly controlled by FRDTERT HLTH
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FROEDTERT HEALTH ASC ENTERPRISE LLC
ASC MGT CO · WI · income $0 · assets -$2,731
Directly controlled by FRDTERT HLTH
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FROEDTERT HEALTH HOME INFUSION LLC
HLTHCARE SVCS · WI · income $19,725,843 · assets $7,703,897
Directly controlled by FRDTERT HLTH
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FROEDTERT HEALTH PHARMACY LLC
HLTHCARE SVCS · WI · income $191,182,427 · assets $29,050,981
Directly controlled by FRDTERT HLTH
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FROEDTERT HEALTH NEIGHBORHOOD HOSPITAL
HLTHCARE SVCS · WI · income $34,085,482 · assets $44,147,077
Directly controlled by FRDTERT HLTH
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WEST BEND SURGERY CENTER LLC
HLTHCARE SVCS · WI · income $9,933,392 · assets $5,664,577
Directly controlled by FRDTERT HLTH
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VERTU RX LLC
HLTHCARE SVCS · WI · income $230,888 · assets $0
Directly controlled by FRDTERT HLTH
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FROEDTERT HEALTH WORKFORCE HEALTH LLC
HLTHCARE SVCS · WI · income $8,413,568 · assets $5,347,734
Directly controlled by FRDTERT HLTH
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INCEPTION HEALTH SERVICES LLC
HLTHCARE SVCS · WI · income $0 · assets $0
Directly controlled by FRDTERT HLTH
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BFHFM LLC
HLTHCARE SVCS · WI · income $4,166 · assets $4,515
Directly controlled by FRDTERT HLTH
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NATIONAL LABORATORY NETWORK LLC
HLTHCARE SVCS · WI · income $0 · assets $4,452,164
Directly controlled by FRDTERT HLTH
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FROEDTERT MANITOWOC MEDICAL GROUP
HLTHCARE SVCS · WI · income $21,540,937 · assets -$11,286,021
Directly controlled by FRDTERT HLTH
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WAUKESHA SURGERY CENTER LLC
HLTHCARE SVCS · WI · income $0 · assets $0
Directly controlled by FRDTERT HLTH
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
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FROEDTERT SURGERY CENTER LLC
RELATED · SURGERY CENTER · WI · 51% owned · share of income $2,739,797 · share of assets $7,287,491
Directly controlled by FRDTERT HEALTH
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FMLH MCW REAL ESTATE VENTURES LLC
RELATED · REAL ESTATE · WI · 50% owned · share of income $396,379 · share of assets $11,867,970 · general or managing partner
Directly controlled by FRDTERT HEALTH
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WISCONSIN DIAGNOSTIC LABORATORIES LLC
RELATED · LAB SERVICES · WI · 96% owned · share of income $9,082,124 · share of assets $9,958,881
Directly controlled by FRDTERT HEALTH
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D1 SPORTS TRAINING OF MILWAUKEE LLC
RELATED · SPORTS MEDICINE · WI · 51% owned
Directly controlled by FRDTERT HEALTH
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DREXEL TOWN SQUARE SURGERY CENTER LLC
RELATED · SURGERY CENTER · WI · 51% owned · share of income -$1,060,522 · share of assets $1,916,913
Directly controlled by FRDTERT HEALTH
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MENOMONEE FALLS AMBULATORY SURGERY CTR
N/A · SURGERY CENTER · WI
Directly controlled by CMH
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THP-FROEDTERT HEALTH VENTURES LLC
RELATED · HEALTH CARE · TX · 51% owned
Directly controlled by FRDTERT HEALTH
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FROEDTERT & THE MCW NETWORK LLC
RELATED · HEALTH CARE · WI · 50% owned · share of income $1,535,109 · share of assets $4,769,228 · general or managing partner
Directly controlled by FRDTERT HEALTH
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FROEDTERT & THE MCW ACO LLC
RELATED · HEALTH CARE · WI · 50% owned · share of income $535 · share of assets $399,736 · general or managing partner
Directly controlled by FRDTERT HEALTH
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FHHP LLC
RELATED · HEALTH CARE · WI · 60% owned
Directly controlled by FRDTERT HEALTH
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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HART'S MILLS INSURANCE COMPANY
C · SELF-INSURANCE · CJ · 100% owned · share of income -$165,525 · share of assets $40,221,866 · controlled entity
Directly controlled by FROEDTERT HLTH
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HOLY FAMILY HEALTH SERVICES INC
C · PHARMACY · WI · 100% owned · share of income -$52,747 · controlled entity
Directly controlled by FROEDTERT HLTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401289349302165
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