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Nonprofiteer
← ST JOSEPHS COMMUNITY HOSPITAL OF WEST BEND INC

Form 990 for tax year 2022

Filed by ST JOSEPHS COMMUNITY HOSPITAL OF WEST BEND INC.

Totals

Total revenue
$133,734,520
Total expenses
$149,344,437
Contributions and grants received
$8,825
Grants paid
$0
Program service revenue
$123,918,269
Investment income
-$13,627
Other revenue
$9,821,053
Total assets, end of year
$85,048,855
Total liabilities, end of year
$5,876,911
Net assets or fund balances, end of year
$79,171,944
Program services expenses (Part IX)
$126,757,740
Management and general expenses
$22,586,697
Fundraising expenses
$0
Program service expenses (Part III)
$126,757,740

Program services were 84.9% 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.

  • 1c · Fundraising events

    $8,825

  • 2a · Program service revenue: OUTPATIENT REVENUE

    total $56,606,490 · related or exempt $56,606,490

  • 2b · Program service revenue: INPATIENT REVENUE

    total $49,029,276 · related or exempt $49,029,276

  • 2c · Program service revenue: EMERGENCY DEPT REVENUE

    total $18,282,503 · related or exempt $18,282,503

  • 3 · Investment income

    total $20,266 · excluded $20,266

  • 7b · Less cost or other basis and sales expenses

    other assets $33,893

  • 7c · Gain or loss

    other assets -$33,893

  • 7d · Net gain or loss

    total -$33,893 · excluded -$33,893

  • 8a · Fundraising events: gross income

    $19,039

  • 8a · Fundraising events: contributions included on line 1c

    $8,825

  • 8b · Fundraising events: direct expenses

    $14,592

  • 8c · Net income from fundraising events

    total $4,447 · excluded $4,447

  • 11a · Other revenue: INTERCOMPANY REVENUE

    total $5,516,003 · related or exempt $5,516,003

  • 11b · Other revenue: OTHER DEPARTMENT OPERATING REVENU

    total $2,391,773 · related or exempt $2,391,773

  • 11c · Other revenue: CORPORATE ALLOCATED REVENUE

    total $1,441,231 · related or exempt $1,441,231

  • 11d · All other revenue

    total $467,599 · related or exempt $467,599

  • 11e · Other revenue, total

    $9,816,606

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $45,039,717 · program services $42,772,745 · management and general $2,266,972

  • 10 · Payroll taxes

    total $3,278,957 · program services $3,130,264 · management and general $148,693

  • 11b · Fees: legal

    total $22,313 · management and general $22,313

  • 11g · Fees: other

    total $21,793,198 · program services $17,787,735 · management and general $4,005,463

  • 13 · Office expenses

    total $368,472 · program services $307,114 · management and general $61,358

  • 14 · Information technology

    total $134,859 · program services $73,581 · management and general $61,278

  • 16 · Occupancy

    total $1,567,049 · program services $901,053 · management and general $665,996

  • 17 · Travel

    total $15,361 · program services $8,236 · management and general $7,125

  • 19 · Conferences, conventions and meetings

    total $57,302 · program services $53,327 · management and general $3,975

  • 20 · Interest

    total $1,802,772 · program services $1,036,594 · management and general $766,178

  • 22 · Depreciation, depletion and amortization

    total $4,245,414 · program services $2,999,301 · management and general $1,246,113

  • 24a · Other expenses: AFFILIATED SUPPORD - CO

    total $24,586,777 · program services $20,271,798 · management and general $4,314,979

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $23,378,611 · program services $23,345,952 · management and general $32,659

  • 24c · Other expenses: CORPORATE ALLOCATED EXP

    total $20,705,560 · program services $10,965,747 · management and general $9,739,813

  • 24d · Other expenses: STATE HOSPITAL ASSESSME

    total $2,670,769 · program services $2,670,769 · management and general $0

  • 24e · All other expenses

    total -$322,694 · program services $433,524 · management and general -$756,218

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,620 · end of year $2,623

  • 2 · Savings and temporary cash investments

    beginning of year -$51,836 · end of year -$69,648

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $17,056,376 · end of year $15,472,181

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $2,217,396 · end of year $2,183,584

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,895 · end of year $245,207

  • 10a · Land, buildings and equipment: cost or other basis

    $156,737,429

  • 10b · Land, buildings and equipment: accumulated depreciation

    $87,678,393

  • 10c · Land, buildings and equipment, net

    beginning of year $64,451,202 · end of year $69,059,036

  • 11 · Investments: publicly traded securities

    beginning of year $194,131 · end of year $134,877

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year -$2,634,108 · end of year -$1,979,005

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,370,588 · end of year $5,876,911

  • 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 $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $68,738,568 · end of year $79,005,678

  • 28 · Net assets with donor restrictions

    beginning of year $225,520 · end of year $166,266

Mission and programs · 2022

Mission

ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC. DBA FROEDTERT WEST BEND HOSPITAL (FWBH) IS A HEALTH CARE ORGANIZATION SERVING RESIDENTS OF WEST BEND AND WASHINGTON COUNTY. OUR MISSION IS TO ADVANCE THE HEALTH OF THE PEOPLE OF DIVERSE COMMUNITIES WE SERVE THROUGH EXCEPTIONAL CARE ENHANCED BY INNOVATION AND DISCOVERY.

  • SEE SCHEDULE O - OUTPATIENT SERVICES

    Expenses $53,653,252 · Revenue $56,606,490

  • SEE SCHEDULE O - INPATIENT SERVICES

    Expenses $46,471,349 · Revenue $49,029,276

  • THE EMERGENCY CARE CENTER AT ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC. DBA FROEDTERT WEST BEND HOSPITAL (FWBH) PROVIDES COMPASSION, RESPONSIVENESS, EXPERTISE, A CONVENIENT LOCATION ALONG WITH ADVANCED TECHNOLOGY IN ADMINISTERING HIGH-QUALITY CARE FOR ALL TYPES OF EMERGENCIES, 24 HOURS A DAY, AUGMENTED BY ITS SEAMLESS COORDINATION WITH FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC. (FMLH) ADULT LEVEL I TRAUMA CENTER. STAFFED BY BOARD-CERTIFIED EMERGENCY MEDICINE PHYSICIANS AND EMERGENCY CERTIFIED RNS, THE CENTER SERVED MORE THAN 20,000 PATIENTS IN FY 2023. ITS DESIGNATION AS A LEVEL III TRAUMA CENTER MEANS PROMPT AVAILABILITY OF SURGEONS AND ON-CALL PHYSICIANS IN MULTIPLE SPECIALTIES, MAKING IT THE PREMIER EMERGENCY CARE PROVIDER IN THE WASHINGTON COUNTY AREA FOR INFANTS, CHILDREN AND ADULTS.

    Expenses $17,328,680 · Revenue $18,282,503

  • AS PART OF OPERATING AN ACUTE CARE HOSPITAL AND PROVIDING HEALTH CARE SERVICES TO THE COMMUNITY, OTHER REVENUE IS DERIVED IN THE FOLLOWING AREAS:INTERCOMPANY REVENUE - CONSISTS OF REVENUE DERIVED FROM MEDICAL AND ADMINISTRATIVE SERVICES PROVIDED TO THE FROEDTERT AND MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS, INC. (CP). SERVICES INCLUDE LABORATORY SERVICES, MEDICAL OFFICE BUILDING SPACE, DIETARY SERVICES, AND HOUSEKEEPING SERVICES. ALL OF THESE SERVICES SUPPORT THE DELIVERY OF HEALTHCARE TO THE COMMUNITY.OTHER DEPARTMENT OPERATING REVENUE - IS REVENUE DERIVED FROM DIFFERENT SERVICES THROUGH THE PROCESS OF PROVIDING PATIENT CARE AND IN THE NORMAL OPERATION OF A MEDICAL FACILITY. INCLUDED IN THIS CATEGORY ARE ITEMS SUCH AS BABY PHOTO INCOME, GIFT SHOP AND SMALL STONES OPERATIONS, MEDICAL STAFF APPLICATION FEES, HOSPICE SPACE, AND CLASS REVENUE.DIETARY SERVICES - IS DERIVED FROM CAFETERIA SALES, VENDING MACHINE SALES, GUEST TRAY SALES AND EMPLOYEE MEALS. DIETARY SERVICES ARE NECESSARY TO SUPPORT SERVICES TO PATIENT FAMILIES WHILE THEIR LOVED ONE IS RECEIVING CARE IN THE HOSPITAL. THE REVENUE FROM EMPLOYEE MEALS IS A BENEFIT PROVIDED BY FWBH AS AN EMPLOYER AND IT ALLOWS OUR STAFF TO REMAIN ON SITE FOR PATIENT CARE. MISCELLANEOUS REVENUE - IS REVENUE DERIVED FROM DIFFERENT SERVICES THROUGH THE PROCESS OF PROVIDING PATIENT CARE IN THE NORMAL OPERATION OF A MEDICAL FACILITY. INCLUDED IN THIS CATEGORY ARE ITEMS SUCH AS RECYCLING REVENUE, NSF CHECK CHARGES, AND TAXABLE DIETARY SALES.REBATES AND DISCOUNTS - IS THE RESULT OF VOLUME PURCHASES OF PATIENT CARE SUPPLIES AND THE RESULT OF USING SPECIFIC VENDORS OR RECEIVING A DISCOUNT BY PAYING INVOICES WITHIN A SPECIFIC TIME PERIOD.CORPORATE ALLOCATED REVENUE - REVENUE PASSED FROM FH, A RELATED PARTY.

    Expenses $9,304,459 · Revenue $9,816,606

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ericson Allen

    DIRECTOR & SJH PRESIDENT

    Total calculated
    $1,641,225
    From this org
    $0
    From related orgs
    $1,476,512
    Other
    $164,713
    Hours/week
    43 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,946 related
    Bonus
    $0 + $791,959 related
    Other
    $0 + $150,607 related
    Deferred
    $0 + $129,558 related
    Nontaxable benefits
    $0 + $35,155 related
    Filer's total
    $0 + $1,641,225 related

  • Behl Mark

    DIRECTOR & EVP/FH COO

    Total calculated
    $1,399,347
    From this org
    $0
    From related orgs
    $1,191,308
    Other
    $208,039
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $772,583 related
    Bonus
    $0 + $397,207 related
    Other
    $0 + $21,518 related
    Deferred
    $0 + $176,261 related
    Nontaxable benefits
    $0 + $31,778 related
    Filer's total
    $0 + $1,399,347 related

  • Waala Shelly

    DIRECTOR

    Total calculated
    $477,416
    From this org
    $0
    From related orgs
    $408,868
    Other
    $68,548
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,474 related
    Bonus
    $0 + $109,882 related
    Other
    $0 + $31,512 related
    Deferred
    $0 + $35,265 related
    Nontaxable benefits
    $0 + $33,283 related
    Filer's total
    $0 + $477,416 related

  • Bosbous Mark MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gardner Patrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Giernoth Sandra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Miller Amy MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • O'Meara Charles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rettler Peter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Volkert Steven

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Weston Matt

    DIRECTOR (START JUL22)

    Total calculated
    $0
    Hours/week
    1

  • Braun Noelle

    DIRECTOR & BOD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tschechlok Christian

    DIRECTOR & BOD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Wundrock John

    DIRECTOR & BOD V.CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Smith Adam

    TREASURER (START JUL22)

    Total calculated
    $420,440
    From this org
    $0
    From related orgs
    $350,262
    Other
    $70,178
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,301 related
    Bonus
    $0 + $78,300 related
    Other
    $0 + $15,661 related
    Deferred
    $0 + $40,227 related
    Nontaxable benefits
    $0 + $29,951 related
    Filer's total
    $0 + $420,440 related

  • Van De Kreeke Jeffrey

    FORMER - OFFICER (TREAS)

    Total calculated
    $573,274
    From this org
    $0
    From related orgs
    $545,072
    Other
    $28,202
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,071 related
    Bonus
    $0 + $144,602 related
    Other
    $0 + $216,399 related
    Deferred
    $0 + $19,300 related
    Nontaxable benefits
    $0 + $8,902 related
    Filer's total
    $0 + $573,274 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION OF CEO/EXECUTIVE DIRECTOR ESTABLISHED BY RELATED ORGANIZATION, FROEDTERT HEALTH, THROUGH USE OF COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SEVERANCE: VAN DE KREEKE, JEFFREY - $165,458 457(F) DISTRIBUTIONS: ERICSON, ALLEN - $125,130 WAALA, SHELLY - $28,775 457(F) PLAN PARTICIPANTS: BEHL, MARK ERICSON, ALLEN SMITH, ADAM VAN DE KREEKE, JEFFREY WAALA, SHELLY NON-QUALIFIED DISTRIBUTIONS: VAN DE KREEKE, JEFFREY - $33,370 (OF WHICH $0 WAS REPORTED AS DEFERRED ON A PRIOR FORM 990) NON-QUALIFIED PARTICIPANTS: VAN DE KREEKE, JEFFREY
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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WISCONSIN DIAGNOSTIC LABORATORIES LLC

    N/A · LABORATORY SVC · WI

  • D1 SPORTS TRAINING OF MILWAUKEE LLC

    N/A · SPORTS THERAPY · WI

  • FMLH MCW REALSE ESTATE VENTURES LLC

    N/A · REAL ESTATE · WI

  • DREXEL TOWN SQUARE SURGERY CENTER LLC

    N/A · SURGICAL SERV · WI

  • FROEDTERT SURGERY CENTER LLC

    N/A · SURGICAL SERV · WI

  • MENOMONEE FALLS AMBULATORY SURG CENTER

    N/A · SURGICAL SERV · WI

  • THP-FROEDTERT HEALTH VENTURE LLC

    N/A · HEALTHCARE SRVC · TX

  • F&MCW NETWORK LLC

    N/A · HEALTHCARE SRVC · WI

  • FROEDTERT & MED COLLEGE OF WI ACO LLC

    N/A · HEALTHCARE SRVC · WI

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HART'S MILLS INSURANCE COMPANY

    C · SELF INSURANCE · CJ

  • HOLY FAMILY HEALTH SERVICES INC

    C · HEALTH SERVICES · WI

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202441289349300519

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