Civic Intelligence

Froedtert Memorial Lutheran Hospital Inc

EIN 39-6105970 • 501(c)3 • Milwaukee, WI

Profile

Froedtert Memorial Lutheran Hospital, Inc. (FMLH) advances the health of the communities we serve through exceptional care enhanced by innovation and discovery.

9200 W Wisconsin AvenueMilwaukee, WI 53226

www.froedtert.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.09x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.05x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

57th percentile

8.3%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,191,269

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)3 • $1B+ nonprofits • Source year 2024

Asset Growth

33rd percentile

4.6%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

8.3%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,365,033,965

Up $60,602,038 (+4.6%) from 2023

Liabilities

Down

$128,976,765

Down $22,946,873 (-15%) from 2023

Net Assets

Up

$1,236,057,200

Up $83,548,911 (+7.2%) from 2023

Revenue

Up

$2,686,528,098

Up $204,979,096 (+8.3%) from 2023

Expenses

Up

$2,464,244,933

Up $76,825,032 (+3.2%) from 2023

Net Income

Up

$222,283,165

Up $128,154,064 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0B$1.5B$1.0B$500M$0Assets 2010: $1,260,704,213Liabilities 2010: $622,260,356Net Assets 2010: $638,443,8572010Assets 2011: $1,454,218,017Liabilities 2011: $676,679,678Net Assets 2011: $777,538,3392011Assets 2012: $1,502,523,261Liabilities 2012: $662,641,840Net Assets 2012: $839,881,4212012Assets 2013: $1,772,944,673Liabilities 2013: $766,934,937Net Assets 2013: $1,006,009,7362013Assets 2014: $750,311,379Liabilities 2014: $96,728,587Net Assets 2014: $653,582,7922014Assets 2015: $792,758,769Liabilities 2015: $90,396,463Net Assets 2015: $702,362,3062015Assets 2016: $830,818,384Liabilities 2016: $79,968,165Net Assets 2016: $750,850,2192016Assets 2017: $950,607,430Liabilities 2017: $94,632,833Net Assets 2017: $855,974,5972017Assets 2018: $1,014,178,461Liabilities 2018: $84,580,668Net Assets 2018: $929,597,7932018Assets 2019: $1,103,690,270Liabilities 2019: $107,305,032Net Assets 2019: $996,385,2382019Assets 2020: $1,236,552,714Liabilities 2020: $293,714,366Net Assets 2020: $942,838,3482020Assets 2021: $1,239,325,411Liabilities 2021: $259,797,804Net Assets 2021: $979,527,6072021Assets 2022: $1,225,759,728Liabilities 2022: $174,484,378Net Assets 2022: $1,051,275,3502022Assets 2023: $1,304,431,927Liabilities 2023: $151,923,638Net Assets 2023: $1,152,508,2892023Assets 2024: $1,365,033,965Liabilities 2024: $128,976,765Net Assets 2024: $1,236,057,2002024

Highlighted filing

2024

Assets$1,365,033,965
Liabilities$128,976,765
Net Assets$1,236,057,200

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0B$2.0B$1.0B$0Expenses 2010: $834,762,1062010Revenue 2011: $980,429,539Expenses 2011: $901,339,466Net Income 2011: $79,090,0732011Revenue 2012: $1,057,373,763Expenses 2012: $955,530,617Net Income 2012: $101,843,1462012Revenue 2013: $1,099,741,790Expenses 2013: $982,347,227Net Income 2013: $117,394,5632013Revenue 2014: $1,164,798,966Expenses 2014: $1,072,411,598Net Income 2014: $92,387,3682014Revenue 2015: $1,352,808,378Expenses 2015: $1,230,305,526Net Income 2015: $122,502,8522015Revenue 2016: $1,455,537,553Expenses 2016: $1,313,478,381Net Income 2016: $142,059,1722016Revenue 2017: $1,575,803,912Expenses 2017: $1,450,874,152Net Income 2017: $124,929,7602017Revenue 2018: $1,727,566,274Expenses 2018: $1,589,508,464Net Income 2018: $138,057,8102018Revenue 2019: $1,860,321,502Expenses 2019: $1,747,742,246Net Income 2019: $112,579,2562019Revenue 2020: $1,958,737,595Expenses 2020: $1,815,153,838Net Income 2020: $143,583,7572020Revenue 2021: $2,165,393,007Expenses 2021: $1,979,201,294Net Income 2021: $186,191,7132021Revenue 2022: $2,334,062,736Expenses 2022: $2,200,937,161Net Income 2022: $133,125,5752022Revenue 2023: $2,481,549,002Expenses 2023: $2,387,419,901Net Income 2023: $94,129,1012023Revenue 2024: $2,686,528,098Expenses 2024: $2,464,244,933Net Income 2024: $222,283,1652024

Highlighted filing

2024

Revenue$2,686,528,098
Expenses$2,464,244,933
Net Income$222,283,165

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,365$129$1,236$2,687$2,464$222
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,304$152$1,153$2,482$2,387$94.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,226$174$1,051$2,334$2,201$133
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,239$260$980$2,165$1,979$186
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,237$294$943$1,959$1,815$144
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,104$107$996$1,860$1,748$113
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,014$84.6$930$1,728$1,590$138
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$951$94.6$856$1,576$1,451$125
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$831$80.0$751$1,456$1,313$142
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$793$90.4$702$1,353$1,230$123
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$750$96.7$654$1,165$1,072$92.4
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1,773$767$1,006$1,100$982$117
2012Summary only. Only limited summary data is available for this year.$1,503$663$840$1,057$956$102
2011Summary only. Only limited summary data is available for this year.$1,454$677$778$980$901$79.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,261$622$638$835
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$1,576,866,205
Mission and Program Overview

Mission

Froedtert Memorial Lutheran Hospital, in partnership with the Medical College of Wisconsin, advances the health of the communities we serve through exceptional medical care enhanced by innovation and discovery and teaches the next generation of health care professionals.

Froedtert Memorial Lutheran Hospital, Inc. (FMLH) advances the health of the communities we serve through exceptional care enhanced by innovation and discovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$593,095,766$674,093,424▲ $80,997,658
Accounts Receivable$168,396,087$192,374,332▲ $23,978,245
Savings and Temporary Cash Investments$7,620,650$24,552,571▲ $16,931,921
Inventories for Sale or Use$15,480,963$16,029,754▲ $548,791
Prepaid Expenses and Deferred Charges$5,123,218$5,657,247▲ $534,029
Cash and Non-Interest-Bearing Accounts$20,050$19,350▼ $700
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$830,818,384$950,607,430▲ $119,789,046
Other Assets Total$41,081,650$37,880,752▼ $3,200,898
Liabilities
Accounts Payable and Accrued Expenses$52,961,132$56,019,583▲ $3,058,451
Other Liabilities$26,212,122$38,087,602▲ $11,875,480
Unsecured Notes Loans Payable$460,835$364,015▼ $96,820
Deferred Revenue$334,076$161,633▼ $172,443
Total Liabilities$79,968,165$94,632,833▲ $14,664,668
Net Assets / Fund Balance
Unrestricted Net Assets$721,440,786$828,995,248▲ $107,554,462
Temporarily Rstr Net Assets$29,043,183$26,613,099▼ $2,430,084
Permanently Rstr Net Assets$366,250$366,250→ $0
Total Net Assets Fund Balance$750,850,219$855,974,597▲ $105,124,378
Total Liabilities and Net Assets / Fund Balance$830,818,384$950,607,430▲ $119,789,046

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$370,365,717$164,519,587$534,885,304
Equipment$94,179,066$258,810,350$352,989,416
Other Land Buildings$112,700,107$56,823,968$169,524,075
Leasehold Improvements$96,846,221$64,630,097$161,476,318
Land$2,313-$2,313

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$11,687,212$189,731▲ $898,893$227,973$12,221,884
2015$12,000,842$106,927▼ $31,188$67,897$11,687,212
2014$11,443,996$785,742▲ $137,282$91,022$12,000,842
2013$9,551,972$1,621,971▲ $785,813$144,472$11,443,996
2012$7,588,611$1,773,000▲ $596,052$114,112$9,551,972
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Buck Catherine JDir&FMLH PresFT$567,510$1,012,815$1,580,325
Bechtel KathleenDir&VP Pt CareFT$295,770$179,705$475,475
Hawig ScottFh CFO-$261,692$145,911$407,603
Eastham Catherine MOfficer (Secretary)-$253,273$131,894$385,167
Behrens ElizabethVP Quality/Pt SafeFT$247,317$125,819$373,136
Colpaert GaryVP-Clinical&SuppFT$224,789$126,642$351,431
Gray D AllanVP Periop SvcFT$171,936$156,883$328,819

Board Members and Trustees

NameTitle
Fulkerson JayDir&BOD Chair
Sevenich JenniDir&BOD V.Chair
Acevedo Rafael JrDirector
Bria MicheleDirector
Callahan MargaretDirector
Gendelman LoriDirector
Johnson Nina VADirector
Larson David NDirector
Lauer Kathryn MDDirector
Patterson ReneeDirector
Prince Joan M PhDDirector
Resnick Andrew MDDirector
Rilling WilliamDirector
Zizzo AnneDirector
McPike LindaBOD Secretary
Leevan YakiraCRNA-Anesthesia
Jacobson Catherine ADir&FH Pres/CEO
Van De Kreeke JeffreyTreasurer
Stulac Motzel WendyVP-Ambulatory Svc
Revenue and Support

Revenue Composition

Contributions and Grants
$4,737,269
Program Service Revenue
$1,517,068,899
Investment Income
$421,131
Other Revenue
$53,576,613
All Other Contributions
$10,200
Change in Net Assets
$124,929,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,547,071,498
Revenue Not Reported on Financial Statements
$28,732,414
Revenue Not Reported on Form 990
$244,502
Other Revenue Adjustments
$28,732,414
Total Revenue per Audited Statements
$1,547,316,000
Total Revenue per Form 990
$1,575,803,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,081,856,714
Salaries, Compensation, and Employee Benefits$369,017,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$328,996,141$13,024,667-$342,020,808
Fees for Services Other$152,418,374$17,685,755-$170,104,129
Depreciation Depletion$46,791,991$6,579,329-$53,371,320
Other Expenses$31,881,498$189,913,258-$31,881,498
Occupancy$25,420,925$3,574,385-$28,995,310
All Other Expenses$20,649,551$6,071,894-$26,721,445
Payroll Taxes$23,741,835$1,035,813-$24,777,648
Interest$15,548,183$2,186,198-$17,734,381
Office Expenses$3,314,309$981,694-$4,296,003
Current Officers, Directors, Trustees, and Key Employees-$2,157,602-$2,157,602
Fees for Services Legal$5,814$1,476,546-$1,482,360
Conferences and Meetings$760,815$39,325-$800,140
Information Technology$614,473$14,331-$628,804
Travel$159,010$10,848-$169,858
Other Employee Benefits$58,814$2,566-$61,380
Advertising$29,351--$29,351
Total Functional Expenses$1,205,898,326$244,975,826$0$1,450,874,152

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,450,874,152
Total Expenses per Audited Statements$1,426,516,000
Expenses per Audited Statements$1,426,272,757
Expenses Not Reported on Financial Statements$24,601,395
Other Expense Adjustments$24,601,395
Expenses Not Reported on Form 990$243,243
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$16,254,336
Other 3rd Party Payables$8,343,256
Pension Liability URMS$7,475,021
Post Retirement Medical$4,426,667
Pension Liability Base$1,588,317
Rounding$5
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Kathy, Bechtel, Cathy Buck, Linda McPike, Jeff Van De Kreeke, Scott Hawig and Catherine A Jacobson - business relationshipCatherine A Jacobson & Scott Hawig - business relationship

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Froedtert Health, Inc. is the sole corporate member of Froedtert Memorial Lutheran Hospital, Inc.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Froedtert Health, Inc., as the sole corporate member of Froedtert Memorial Lutheran Hospital, Inc. has the final approval of election of all board members.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Frodtert Health, Inc., as the sole corporate member of Froedtert Memorial Lutheran Hospital, has certain reserved powers and authorities with respect to the operations and management of Froedtert Memorial Lutheran Hospital, as set forth in Froedtert Memorial Lutheran Hospital's bylaws.

Form 990, Part VI, Line 11B: Form 990 Review Process

Froedtert Health, Inc. accounting staff prepare Form 990 which is reviewed by Froedtert Health, Inc.'s financial leaders. The 990 is then reviewed by KPMG, Froedtert Health Inc.'s outside accounting firm. Next, the 990 is provided to the Froedtert Health Inc. Finance Committee and Board of Directors. Finally, the 990 is filed as required.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

On an annual basis all officers, directors, trustees, and key employees are required to complete a conflict of interest disclosure statement. The data is compiled, and the Froedtert Health, Inc. Vice President-Chief Compliance Officer (CCO), the Senior Vice-President-General Counsel and/or delegate will review all forms and notifications to determine if any conflicts of interest exist in the disclosure documents. If it is determined that a conflict of interest exists, then the individual making the disclosure shall be relieved of his/her obligations on behalf of Froedtert Memorial Lutheran Hospital with respect to the transaction or arrangement that creates the conflict of interest. A report of all conflicts of interest will be made by the CCO at least annually to the Froedtert Health, Inc. Finance Committee of the Board of Directors.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation of Top Management is paid by a related organization but a review is performed. In establishing the compensation of the organization's Top Management, independent compensation consultants are utilized, compensation studies are completed to gather comparative data, persons with a conflict of interest regarding the compensation arrangements at issue are not involved in the decision making process, and amounts are reviewed and approved by the Compensation Committee of the Froedtert Health, Inc. (the related parent organization) Board of Directors.In addition, there is contemporaneous documentation and recordkeeping for deliberations and decisions regarding the compensation arrangements.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation of several Officers is paid by a related organization but a review is performed. In establishing the compensation of the organization's Officers, independent compensation consultants are utilized, compensation studies are completed to gather comparative data, persons with a conflict of interest regarding the compensation arrangements at issue are not involved in the decision making process, and amounts are reviewed and approved by the Compensation Committee of the Froedtert Health, Inc. (the related organization) Board of Directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Froedtert Health, Inc.'s quarterly financial information is made available to the public online through the Digital Assurance Corporation, Inc. website. Anyone can register to receive ongoing access to and notifications regarding financial statements at the online website.Additionally, Governing Documents and Conflict of Interest Policy are made available to the public through the corporate office upon request.

Filing and Contact Details

Filer

Filer Name
Froedtert Memorial Lutheran Hospital Inc
EIN
39-6105970
Phone
4147770960
Address
9200 W WISCONSIN AVENUE, MILWAUKEE, WI 53226

Signing Officer

Name
Scott R Hawig
Title
CFO
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacobson Catherine A
Formed
1980
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
14
Employees
6,851
Volunteers
391

Preparer

Firm
Kpmg Llp
Address
191 W Nationwide Blvd Suite 500, Columbus, OH 43215
Phone
6142492300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Medical Education - See Schedule O

Other Changes In Net Assets Or Fund Balances - Other Decreases

Capital Contributions = -$8000

Other Changes In Net Assets Or Fund Balances - Other Increases

Change in APB other than net periodic benefit costs = $2737995

Other Changes In Net Assets Or Fund Balances - Other Decreases

Change in beneficial interest in Foundation = -$563098

Other Changes In Net Assets Or Fund Balances - Other Decreases

Froedtert Hospital Foundation Contributions = -$2127069

Other Changes In Net Assets Or Fund Balances - Other Decreases

Rounding = -$2

Other Changes In Net Assets Or Fund Balances - Other Decreases

Transfers to affiliates = -$19845208

Part III 4A INPATIENT SERVICES

In 2017, FMLH will become the only cancer program in the Midwest and one of just seven in the world to offer MR-guided radiation therapy for patient treatment. We participated in a global research team studying the advanced capabilities of MR-linac technology. This will help define the practical application of MR-Linac with the goal of improving outcomes of cancer patients treated with radiation therapy around the world.Accreditations:-US News & World Report recognized FMLH as a high performing hospital in cancer.- Accredited by the American College of Surgeons Commission on Cancer as an Academic Comprehensive Cancer Program. Accreditation at this level recognizes organizations that take a multidisciplinary approach to treating cancer and office, in addition to excellent clinical care, access to clinical trials and new treatments, genetic counseling, and comprehensive patient-centered services including psycho-social support, an individualized treatment navigation process and a survivorship care plan.- Since 2001, the Blood and Marrow Transplant Program has been accredited by the Foundation for Accreditation of Cellular Therapy (FACT). For patients, this measurement of quality and expertise provides the assurance that they are receiving high-quality transplant care and offers a way for them to compare different programs.- The Cancer Center is accredited by the American College of Radiology American Society for Radiation Oncology (ACR-ASTRO) representing the highest level of quality and patient safety for radiation treatment Only 10 percent of the nations radiation oncology practices achieve this distinction.- We are accredited by the Quality Oncology Practice Initiative (QOPI) of the American Society of Clinical Oncology (ASCO) which ensures adherence to national standards for the treatment of cancer patients with chemotherapeutic, immunologic and other agents.- The Breast Care Center is accredited by the National Accreditation Program for Breast Centers (NAPBC), which ensures the quality of services provided for breast health and the treatment of breast cancer.- The Breast Care Centers are recognized as Breast Imaging Centers of Excellence by the American College of Radiology. This means we are committed to fighting breast disease, maintain the highest standards for imaging quality and safety, and offer advanced breast imaging technology. We are accredited in mammography, stereotactic breast biopsy, breast ultrasound, and ultrasound-guided breast biopsy.Froedtert had 4,615 new cancer registry cases in FY2017.HEART & VASCULAR CENTER. The Heart and Vascular Center provides a complete range of specialized programs to diagnose and treat heart disease and vascular disease from the common to the complex. Our program offers a comprehensive array of services, including: wellness and preventive services, diagnostics, endovascular procedures, minimally invasive surgery, and surgical procedures. Our staff and physicians treat a wide range of heart and vascular conditions. Our physicians are highly skilled and experienced in treating heart and vascular disease and have access to state-of-the art technology enabling care across the continuum from prevention to complex interventions. Innovative programs include: Structural Heart including TAVR, Adult Congenital Heart Disease, Advanced Heart Failure & Cardiac Transplant, Aortic Disease, Arrhythmia & Atrial Fibrillation, Coronary Artery Disease, Hereditary Hemorrhagic Telangiectasia, Hypertrophic Cardiomyopathy, Preventive Cardiology & Lipid Therapy, Peripheral Arterial Disease, Pulmonary Hypertension, Valvular Disease, Venous & Vein Disease, Women & Heart Disease and Vascular and Cardiac Second Opinion Program. Care is provided in a number of outpatient areas and supported by inpatient care in the Cardiac Nursing Unit and Cardiovascular Intensive Care Unit. The Center is staffed by Cardiologists, Cardiac Surgeons, Vascular Surgeons and Interventional Radiologists as well as nursing and tech

Part III 4A INPATIENT SERVICES

Inpatient: FMLH is the only academic medical center in eastern Wisconsin and one of only 120 nationwide. FMLH is dedicated to excellence in patient care, research, and medical education which has benefited patients, health care professionals and the region since 1980. We operate eastern Wisconsin's only adult Level I Trauma Center. It is a major training and research center engaged in thousands of clinical trials and studies. FMLH is approved for 655 beds of which 585 are staffed with 29,386 patient admissions and 163,697 patient days of care related to medical, surgical, intensive care, obstetrics, rehabilitation and other specialty care for the twelve months ended June 30, 2017.OTHER ACHEIVEMENTS:2017 Vizient Quality Leadership Award. For the 3rd straight year, FMLH ranks among the nations top performing academic medical centers. We were the only academic medical center in Wisconsin to make the list. We received three separate awards for our work in advancing the use of digital health tools to improve access to care and the patient experience; initiatives in cost reduction and efficiency; and effective supply chain and sourcing and management.2017-18 US News & World Reports Best Hospital list. FMLH ranked nationally in four specialties: pulmonology, ENT, nephrology, and gynecology care. This places us among the top 50 US hospitals in these areas. FMLH was listed as Best Regional Hospital ranking #3 in Wisconsin and #2 in the Milwaukee metro area. 2017-18 US News & World Report recognized FMLH as high performing in 6 adult procedures/conditions: abdominal aortic aneurysm repair, chronic obstructive pulmonary disease (COPD), colon cancer surgery, heart bypass surgery, heart failure and lung cancer surgery.2017 Human Rights Campaign Foundation named FMLH as a national leader in Leader in LGBTQ Healthcare Equality. We earned top marks for meeting non-discrimination and training criteria as measured by HRC Foundations Equality Index, and for an assessment of 30 best practices in caring for LGBTQ patients and their families. 2016 Beckers Hospital Review named Froedtert & the Medical College of Wisconsin health network was named in the 50 hospitals with great innovations programs for forming Inception Health. We were also named on their list of 100 Hospitals and Health Systems with great oncology programs, featuring hospitals and health systems leading the nation in cancer care.2017 Truven Health Analytics recognized FMLH among the top 20% of medium-sized health systems in the nation. Our network is one of just four Wisconsin health systems to make the list. Truven identifies those that achieve superior performance based on composite score of nine measures of care quality, patient perception of care, cost per episode of illness and operational efficiency.2017 American Hospital Associations (AHA) Health Forum recognized Froedtert & the Medical College of Wisconsin health network as a most wired hospital in its 19th Annual Health Cares Most Wired survey. The survey is an industry barometer measuring information technology use and adoption among hospitals nationwide.Most of the services provided by FMLH are tertiary or quaternary care services and include the following:Neurosciences Center. The Center at FMLH is a world-class resource for individuals with complex neurological disorders. Combining specialty expertise, state-of-the-science technology and consistent research leadership, the center provides comprehensive services for movement disorders, stroke, brain injury, spine care, and epilepsy as well as a number of other neurological disorders. We offer the only dedicated Neuro-Intensive Care Unit in Wisconsin, staffed by full time fellowship-trained neuro-intensivists, and a 6 bed long-term monitoring unit for patients with epilepsy. STROKE: FMLH was the first in the state and among the first in the nation to receive certification as a Primary Stroke Center by the Joint Commission and was the first in southeast Wisconsin to achiev

Part III 4A INPATIENT SERVICES

PULMONARY & CRITICAL CARE MEDICINE. Physicians in this division evaluate and treat people with a range of disorders including: asthma, emphysema, infectious lung diseases, lung cancers, chronic obstructive lung disease, pulmonary hypertension and many others. A pulmonary function diagnostic laboratory provides complete services for evaluation, diagnostic and follow-up studies. FMLH has 5 intensive care units with 106 beds.Other achievements:-2017-18 US News & World Report ranked FMLH nationally on their list for Best Hospital- Pulmonology.-2017-18 US News & World Report ranked FMLH as High Performing Hospital COP and Lung Cancer Surgery.- FMLH established a fully accredited adult cystic fibrosis center in 2003 by Cystic Fibrosis Foundation. It is one of the largest programs in Wisconsin for adults.- Our Pulmonary Hypertension Program was the first in Wisconsin accredited as a Pulmonary Hypertension Care Center by the Pulmonary Hypertension Association.- Our Hereditary Hemorrhagic Telangiectasia Program is the only one in Wisconsin designated a Center of Excellence by HHT Foundation International, Inc., and one of only a few designated in the Midwest.-Our health network in eastern Wisconsin is the only one to offer lung transplant.SURGERY. Comprehensive surgical services are provided at FMLH, including tertiary surgical services in cardiothoracic, minimally invasive/gastrointestinal (including bariatric), oral/maxillofacial, pancreatobiliary/endocrine, surgical oncology, transplant, trauma and critical care, and vascular surgery. In addition, the department supports high-complexity procedures with robotic surgery and hybrid imaging. The surgery program actively participates in ongoing research through its Clinical Research Initiative. FMLH performed 9,587 inpatient surgeries and 13,097 outpatient surgeries during the twelve months ended June 30, 2017.TRANSPLANT SURGERY. Our Transplant Center is a joint program with Childrens Hospital of Wisconsin. The center receives vital support for tissue typing and research initiatives from BloodCenter of Wisconsin. The Center offers a full range of transplant services for adult and pediatric patients, including kidney, living donor kidney, paired kidney exchange, liver, living donor liver, pancreas, heart, lung and bone marrow transplants. The Organ Transplantation Institute's multidisciplinary approach draws upon the broad range of resources and expertise available through a variety of specialties within our campus. As an academic medical center, we are at the forefront of new developments and information, and we can help patients explore all available treatment options. We offer education classes for potential transplant patients and their families as well as for medical personnel in the community and work closely with Wisconsin Donor Network, the federally designated organ procurement organization supporting the transplant community in eastern Wisconsin. FMLH performed the following transplants during the twelve months ended June 30, 2017:Heart...................10Lung....................13Kidney..................97Liver...................34Pancreas.................0 Blood and marrow.......264

Part III 4B OUTPATIENT SERVICES

Outpatient Services:FMLH had 809,191 outpatient visits in the twelve months ended June 30, 2017. FMLH offers a wide variety of outpatient clinical services including but not limited to the following:- Anticoagulation- Audiology- Brain injury and stroke therapy- Breast Care- Cardiopulmonary & Vascular Rehabilitation- Cardiothoracic surgery- Cardiovascular medicine- Cancer care- Cancer Center 24 hour Continuity Clinic- Dermatology- Diabetes- Diagnostic radiology- Electrophysiology- Emergency medicine- Endocrinology / Metabolism- Eye institute- Family medicine- Gastroenterology- General internal medicine- General surgery- Geriatric / Gerontology- Hematology / Oncology- Hand therapy- Hypertension- Infectious diseases- Infusion- Internal medicine- Interventional radiology- Lymphedema Therapy- Mammography- Maternal fetal care- Minimally invasive surgery- Neurology- Neurosurgery- Nuclear medicine- Nutritional counseling- Obstetrics / Gynecology- Occupational health- Ophthalmology- Oral Maxillofacial surgery- Orthopedic surgery- Ostomy Services- Otolaryngology- Pancreatobiliary / Endocrine surgery- Physical medicine / Rehabilitation- Plastic / Reconstructive surgery- Preventive / Occupational medicine- Psychiatry- Pulmonary / Critical Care medicine- Radiology- Radiation oncology- Rehabilitation services- Reproductive medicine- Rheumatology- Sickle Cell Disease- Skin Cancer Center- Sleep lab- Speech/communications disorders- Spine care- Spinal Cord Injury program- Sports medicine- Surgical oncology- Transplant - bone marrow- Transplant - solid organ- Transplant surgery- Trauma / Critical Care surgery- Urology- Vascular surgery- Wound healing

Part III 4C MEDICAL EDUCATION

Medical Education: FMLH is the major teaching affiliate of The Medical College of Wisconsin. The affiliation agreement between The Medical College and FMLH provides for joint programs in health care education, health-related research, and health services. The Medical College places approximately 333 full-time equivalent residents at FMLH.Substantially all patient encounters at FMLH are teaching related. FMLH is utilized in The Medical College's residency programs in anesthesiology, dermatology, diagnostic radiology, endocrinology/metabolism, general surgery, internal medicine, nephrology, neurological surgery, neurology, oral and maxillofacial surgery, otolaryngology, pathology, plastic and reconstructive surgery, pulmonary medicine, transplant surgery, urology and emergency medicine, allergy and immunology, cardiology, geriatrics, gastroenterology, hematology/oncology, infectious disease, nuclear medicine, obstetrics and gynecology, ophthalmology, orthopedic surgery, physical medicine and rehabilitation, psychiatry, radiation oncology, thoracic surgery, trauma surgery, and vascular surgery. FMLH supports continuing medical education. All of the medical services provide continuing medical education for the staff, residents, and students. Scientific conferences are held on a weekly basis for most services. The Medical College faculty members, who comprise the majority of the Medical Staff of FMLH, frequently serve as directors of continuing medical education programs for other hospitals within the State of Wisconsin and the surrounding region.In addition to the affiliation with The Medical College, FMLH maintains educational affiliations with a number of other institutions, including Alverno College, Carroll College, Concordia University, Marian University, Marquette University, Milwaukee Area Technical College, Milwaukee School of Engineering, Mount Mary College, Moraine Park Technical College, University of Wisconsin System (UW Madison, UW Milwaukee and UW Oshkosh), and Waukesha County Technical College.

Part III 4D EMERGENCY & TRAUMA CENTER

Emergency and Trauma Center. FMLH has a community emergency department serving southeastern Wisconsin. They provide critical care, general emergency and minor care. FMLH is the only adult Level I Trauma Center in southeastern Wisconsin and supports the area's only air medical rescue program (Flight For Life) serving as a vital resource for the region. As a Level 1 trauma center we have:- Prompt availability of specialists in trauma surgery, orthopaedic surgery, neurosurgery, surgical critical care, and rehabilitation medicine to adequately respond to and care for various forms of trauma.- Emergency Department staffed 24/7 by board-certified emergency physicians- Operating room dedicated solely to trauma patients- Provide injury prevention programs in the community- Provide professional education for physicians, nurses, emergency medical services personnel and physician liaisons- Conduct resident training in general surgery, orthopaedic surgery, neurosurgery and emergency medicine - Commitment to research to stay on the leading edge of the latest advances in trauma care Being a Level I status differentiates FMLH from all other hospitals and emergency departments in the region. During fiscal year 2017, Froedtert had 71,989 emergency visits and the Trauma Center evaluated 3,440 patients. Flight For Life transported 305 patients.

Part IX 24A Corporate Allocations

Froedtert Health, Inc. allocates certain revenues and expenses to related organizations: Froedtert Memorial Lutheran Hospital, Community Memorial Hospital of Menomonee Falls, St. Joseph's Community Hospital, and Froedtert & The Medical College of Wisconsin Community Physicians, Inc.. The allocation is calculated by applying an allocation metric to each accounting unit at Froedtert Health, Inc. Each entity then receives its portion of the Froedtert Health, Inc. allocation on a monthly basis.

Sch H, Part V, Section B, Line 11 (continued 1)

PROGRAM: Partnership Community Based Clinical Service and Community Health Worker ModelCHNA Area of Focus: Access to Care/Chronic Disease Health Need: Lack of awareness of what services and programs exist for community members in Milwaukee County Fragmented coordination of care and difficult to navigate resources in Milwaukee County 12 % of Milwaukee County residents did not seek medical care due to cost 18% of Milwaukee County residents did not take medication due to cost 19% of Milwaukee County residents rate their health as poor 11% of Milwaukee County residents are using the emergency department as their only source of access to healthcare 4% of Milwaukee County residents are uninsuredAlign health system resources with identified health needs in the Community Health Improvement Plan for Milwaukee County (health literacy, care navigation, community health worker, effective models, and best practice). Develop and demonstrate capabilities in population health and risk management.Recruit and train individuals on Community Health Worker Model.Internal Resources: - Community Engagement Staff - FMLH Financial counselors Collaborative Partners: Sixteenth Street Community Health Center Progressive Community Health Center Outreach Community Health Center Aids Resource Center of Wisconsin United Methodist Children Services Milwaukee Area Health Education Center Core El Centro Milwaukee County Health Departments Neighborhood Organizations Milwaukee Health Care Partnership Food Pantries in Milwaukee County Medical College of Wisconsin Housing Authority Faith based communities serving low socioeconomic areasObjectives: Increase self-management in high risk populations by addressing social determinants in health Expand health resources to assist, support, and navigate through community based clinical services and insurance coverageOutcomes:Progressive Community Health Centers Progressive Community Health Centers new Lisbon Avenue Health Center, a federally qualified health center, provides primary and dental care in an area of Milwaukee where access to health care services is a significant need.a. Progressive Community Health Center Imaging Suite project has been completed in fiscal year 2017. b. In FY 2017, FMLH provided $107,864 towards a commitment of a $2 million dollar pledge for the new health center and expanded services at the Lisbon Ave. Health Center.The community health worker (CHW) is responsible for offering culturally appropriate outreach to targeted populations with the goal of decreasing health disparities. The CHW will provide health education in the areas of prevention, early identification, health maintenance and provide assistance with healthcare access and community resources in the 53208 area in Milwaukee County. FMLH will provide United Methodist Children service /Washington Park Partners grant funding to support the Community health workers role for 0.5 FTE position. Data metrics will be reported quarterly to FMLH and in addition the Community Health worker will provide care coordination and system navigation for FMLHs high emergency room utilizers in collaboration with FMLHs emergency care coordination program. This will include; providing home visits and attending healthcare appointments with individuals; and helping the patient to navigate the healthcare environment. FMLH Case Management department referred 8 patients to the CHW CHW lead 7 health and wellness community meetings Navigated 2 of the 8 patients to primary care visits at a federal qualified health center Performed 12 community walks to develop relationship with community residentsPROGRAM: Partnership Community ClinicsCHNA Area of Focus: Access to CareHealth Need: 12% of Milwaukee County residents did not seek medical care due to cost 18% of Milwaukee County residents did not take medication due to cost 19% of Milwaukee County residents rate their health as poor 11% of Milwaukee County residents are using the emergency department as there only source

Sch H, Part V, Section B, Line 11 (continued 2)

PROGRAM: Injury and Violence prevention programs/partnershipsCHNA Area of Focus: Injury & ViolenceHealth need: Injury and Violence were among the top three concerns in Milwaukee County. Issues identified from Milwaukee County key informants and residents included; domestic and intimate partner violence, childhood trauma, youth violence, and gun violence. There was an identified need for collaboration among community partners across sectors in Milwaukee County 10% of Milwaukee County residents had experienced one personal safety issue in the last year. 10,919 hospitalizations for injuries for Milwaukee County. 7,953 Milwaukee County Emergency Department visits for motor vehicle traffic crashes 11,142 Milwaukee County Emergency Department visits struck by or against object or person 22,352 Milwaukee County Emergency Department visits for falls 6,509 Milwaukee County Emergency Department visits for unspecified cause or injuryDevelop and demonstrate capabilities in population health and risk managementAlign system health resources with identified needs in community health improvement planInternal resources: FMLH Inpatient and Outpatient departments FMLH & Medical College of Wisconsin Trauma team Medical College of Wisconsin Emergency Medicine teamCollaborative partners: Milwaukee County Homicide Review Board Medical College of Wisconsin Sojourner Peace Center Benedict Center Neighborhood Associations Milwaukee Public Schools Safe and Sound Milwaukee County Fire Departments Milwaukee County Police Departments Milwaukee County Health Departments Milwaukee County Public and Private Schools National Black Nurses Association- Milwaukee Chapter Holy Cathedral- Word of Hope Ministries Project Safe Neighborhoods Black Health Coalition Washington Park Neighborhood Faith based communities serving low socioeconomic areasObjectives: Injuries Increase awareness of dangers related to distracted driving Increase awareness of slips, trips, and falls ViolenceCollaborate with community partners across sectors to inform programming being brought to the Washington Park neighborhood.Outcomes: As a Member of the Milwaukee County Homicide review board; will attend quarterly meetings on a quarterly basis.Outcomes: Violence prevention Partner with Medical College of Wisconsin Injury Prevention department attend coalition meetings Support Cardiff Model in partnership with Medical College of Wisconsin Injury Prevention team Attended 4 Homicide community service provider review boards FY2017, FY2018 coalition is being reevaluated and moving into addressing recommendations through other work groups in Milwaukee county Injury Prevention Participate in injury prevention task force with Oak Creek Health Department Developed and teaching community classes around falls prevention, 3 classes offered at local senior centers, with 117 individuals attended Mock Crash program: 3 crash programs implemented, our coordinator also attended 6 school committee planning meeting with faculty, parents and students to implement the mock crash program in the school Distracted Driving Program: 4 class taught with 775 community students educated PROGRAM: Partnership with community organizations and health service agenciesCHNA Area of Focus: Behavioral HealthHealth Need: 18% of Milwaukee County residents reported having mental health conditions Milwaukee County residents reported in increase in opioid and prescription drug abuse. Milwaukee County has seen an increase in suicide death ratesReach underserved population with accessible affordable health services Define behavioral health strategy as it relates to community health improvement plan for Milwaukee CountyInternal Resources: FMLH Community Engagement staff FMLH Case Management FMLH Care Coordinators FMLH & MCW Emergency Medicine staffCollaborative Partners: Behavioral Health Division Milwaukee County Health and Human Services in Milwaukee County National Association of Mental Illness United Way of Greater Milwaukee & Waukesha

Sch H, Part V, Section B, Line 11 (continued 3)

AREAS NOT ADDRESSEDInfectious Disease: - Category - infectious disease- Milwaukee County - 21% reported infectious diseases; respondents who were female, 35 to 44 years old or African American were more likely to report this.- Explanation - Not a priority selected by community advisory committee. Local health departments are addressing this issue. Teen Pregnancy: - Category - sexual health- Milwaukee County - 28% of respondents reported teen pregnancy as a top issue; respondents who were 18 to 24 years old, non-white and non-African American, Hispanic, with some post high school education or less, in the bottom 60 percent household income bracket or unmarried were more likely to report this- Explanation: United Way of Greater Milwaukee and Waukesha County, City of Milwaukee Health Department and a number of non-profit agencies are working on this issue. They are taking the lead in reducing teen pregnancy in the community.Infant Mortality:- Category - reproductive health- Milwaukee County - 10% reported infant mortality as a top issue; respondents who were 35 to 44 years old, in the top 40 percent household income bracket or married were more likely to report this- Explanation - United Way of Greater Milwaukee and Waukesha County, City of Milwaukee Health Department and a number of non-profit agencies are working on this issue.Lead poisoning: - Category - environmental health- Milwaukee County - 2 % of respondents reported lead poisoning as a top issue.- Explanation - City of Milwaukee Health Departments, addressing city lead issues. FMLH does not have existing resources to combat this issue. There are other local health and human service agencies and organizations dedicated to this issue.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The funds are held by Froedtert Hospital Foundation, Inc.(FHF), a related organization. FHF maintains several types of endowment funds. The board designated/quasi-endowment funds were created to support the financial needs of various departments and programs of Froedtert Memorial Lutheran Hospital, Inc. For permanently restricted endowment funds, the intent of the funds depends on the restriction that applies to that particular endowment, as prescribed by the donor. Depending on the particular endowment, the intended uses include fellowships, research, and educational resources for the community.

Part X : FIN48 Footnote

Froedtert Health Inc., the parent entity into which Froedtert Memorial Lutheran Hospital, Inc. results are consolidated, applies ASC No. 740, Income Taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. ASC No. 740 prescribes a more-likely-than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC No. 740, tax positions are evaluated for recognition, derecognition, and measurement using consistent criteria and provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2017 and 2016, Froedtert Memorial Lutheran Hospital, Inc. does not have an asset or liability recorded for unrecognized tax positions.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Rounding $1259 Asset Dispositions $243243

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Corporate Allocated Revenue (507999) $24597345 Contribution FHF $2127069 Contribution FMLH Trust $2000000 Non cash contribution $8000

Part XII, Line 2D: Other expenses and losses per audited F/S

Rounding $0 Asset Dispositions $243243

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Corporate allocated revenue $24597345 Rounding $4050

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IRS990/Form990PartVIISectionAGrp/PersonNm1Bechtel Kathleen
IRS990/Form990PartVIISectionAGrp/PersonNm2Bria Michele
IRS990/Form990PartVIISectionAGrp/PersonNm3Callahan Margaret
IRS990/Form990PartVIISectionAGrp/PersonNm4Gendelman Lori
IRS990/Form990PartVIISectionAGrp/PersonNm5Jacobson Catherine A
IRS990/Form990PartVIISectionAGrp/PersonNm6Johnson Nina VA
IRS990/Form990PartVIISectionAGrp/PersonNm7Larson David N
IRS990/Form990PartVIISectionAGrp/PersonNm8Lauer Kathryn MD
IRS990/Form990PartVIISectionAGrp/PersonNm9Patterson Renee
IRS990/Form990PartVIISectionAGrp/PersonNm10Prince Joan M PhD
IRS990/Form990PartVIISectionAGrp/PersonNm11Resnick Andrew MD
IRS990/Form990PartVIISectionAGrp/PersonNm12Rilling William
IRS990/Form990PartVIISectionAGrp/PersonNm13Zizzo Anne
IRS990/Form990PartVIISectionAGrp/PersonNm14Buck Catherine J
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IRS990/Form990PartVIISectionAGrp/PersonNm16Sevenich Jenni
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IRS990/Form990PartVIISectionAGrp/PersonNm18McPike Linda
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IRS990/Form990PartVIISectionAGrp/PersonNm25Eastham Catherine M
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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