Ascension Se Wisconsin Hospital Inc

Schedule O Supplemental Information

“Part IV Lines 12a-12b and Part XII Lines 2a-2c: Effective March 1, 2016, Wheaton Franciscan Healthcare organizations in the SE WI region were transferred to Ascension Health. As such, all SE WI organization have been included in the consolidated Ascension audit report for the period March 1, 2016 June 30, 2016, and we have therefore answered NO, YES accordingly. Part V Line 1a and Part VII Section B Line 1-2: Wheaton Franciscan Healthcare streamlined their reporting of IRS Forms 1099-MISC so that most 1099-MISC are now reported using the FEIN number of the parent organization or of a related organization. The actual expense continues to be paid by, or transferred to, the individual entity which is normally a subsidiary or related organization to the organization(s) issuing the 1099. For this reason, the reader may notice on some 990s that there are top 5 independent contractors reported, but no 1099s are reported. Likewise on the 990s of the organization(s) reporting number of 1099s, there may be a disproportionate share of 1099s reported as compared with the actual expenses and top 5 independent contractors reported. Part VI Section A Line 4: The organizations Articles and Bylaws were amended effective March 1, 2016 to reflect the transition of sponsorship of Wheaton Franciscan Healthcare - Southeast Wisconsin, Inc. and its subsidiaries to Ascension Health. The corporate member of Wheaton Franciscan, Inc. continues to be SE WI. The board size for Wheaton Franciscan, Inc. was also changed from not less than 3 and not more than 19 to not less than 9 and not more than 13 directors. Part VI Section A Line 6-8b: Wheaton Franciscan, Inc. has one member which holds several reserved powers over the entity. These reserved powers include, but are not limited to, the appointment and removal of board members and the board chair and approval of strategic plans; these approvals are based on recommendations from the governing body. Part VI Section B Lines 11a and 11b: Ministries that were affiliates of Wheaton Franciscan Healthcare during the fiscal year ending June 30, 2016 used a multiple-level review process on all IRS Forms 990 to ensure accurate and timely filing for all organizations. Under the direction of the Tax Manager, the Accounting Departments in each region prepare Forms 990, 990-T, and associated state filings. When complete, the return is first reviewed by a Senior-Level (or higher) associate in the Finance Department, who focuses on income statement and balance sheet items, and schedules where transactions of this type might be reported. If discrepancies are found, the item will be corrected prior to the next step in the review process. Once cleared through Finance, the return is provided to the Tax Department, where the Tax Manager concentrates primarily on consistency of reporting between all returns, accuracy of tax related information, and narrative explanation of any outliers. Again, any problems or questions are investigated and corrected. Depending on the level of complexity of the year in question, as well as the individual issues specific to that filing, certain returns may be selected for outside review by a public accounting firm. This decision will vary from year to year based on many factors, and sometimes outside review is not utilized at all. Also, certain schedules, such as Schedule H or Schedule J may be reviewed by committees, such as the Community Benefit Team or the Compensation Committee in selected years. The board has also asked for formal presentations on various 990 topics over the years. This decision will vary from year to year, again based on many factors. Once all levels of review have been completed, the Tax Manager (or the designated employee in the applicable region) will schedule an appointment with the signer of the 990. This is normally a Senior Vice President or CFO of the applicable region, who will perform an additional, normally high level review prior to signing the return. Once signe”