efile Public Visual Render
ObjectId: 202101339349300430 - Submission: 2021-05-13
TIN: 39-6105970
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
19
Open to Public Inspection
Name of the organization
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
INC
Employer identification number
39-6105970
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
Froedtert Health Inc
9200 W Wisconsin Avenune
Milwaukee
,
WI
53226
39-2014409
Management Services
WI
501 (c)(3)
Ln 12, Type 111
N/A
No
(2)
Froedtert Hospital Foundation
9200 W Wisconsin Avenue
Milwaukee
,
WI
53226
39-1431192
Health, welfare, research and education promotion
WI
501(c)(3)
10
Froedtert Memorial Lutheran HospitalInc
Yes
(3)
Community Memorial Hospital of MF Inc
W180 N8085 Town Hall Road
Menomonee Falls
,
WI
53051
39-0987025
Hospital
WI
501(c)(3)
3
Froedtert Health Inc
No
(4)
St Josephs Community Hospital of West B
3200 Plesant Valley Road
West Bend
,
WI
53095
39-0806302
Hospital
WI
501(c)(3)
3
Froedtert Health Inc
No
(5)
St Josephs Community Foundation
3200 Pleasant Valley Road
West Bend
,
WI
530953868
39-2034296
Health and welfare promotion
WI
501(c)(3)
7
St Josephs Comm Hosp of West Bend Inc
No
(6)
Community Memorial Foundation of MF Inc
N180 N8085 Town Hall Road
Menomonee Falls
,
WI
53051
39-1635057
Health and welfare promotion
WI
501(c)(3)
10
Community Memorial Hospital of MF Inc
No
(7)
Community Outpatient Health Svc of MF I
W180 N8085 Town Hall Road
Menomonee Falls
,
WI
53051
39-1743056
Outpatient Medical and Dental Services
WI
501(c)(3)
3
Community Memorial Hospital of MF Inc
No
(8)
QHS 1 Inc
9200 W Wisconsin Avenue
Milwaukee
,
WI
53226
20-2636686
Healthcare Services
WI
501(c)(3)
Line 12, Type 1
Froedtert Health Inc
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Page 2
Schedule R (Form 990) 2019
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
Froedtert Surgery Center LLC
9200 W Wisconsin Ave
Milwaukee
,
WI
53226
20-1499345
Surgery center
WI
N/A
No
No
(2)
D1 Sports Training of Milwaukee LLC
9200 W Wisconsin
Milwaukee
,
WI
53226
47-3322294
Sports Therapy
WI
N/A
No
No
(3)
FMLH MCW Real Estate Ventures LLC
9200 W Wisconsin Ave
Milwaukee
,
WI
53226
26-0629591
Real Estate
WI
N/A
No
No
(4)
Wisconsin Diagnostic Laboratories LLC
9200 W Wisconsin Ave
Milwaukee
,
WI
53226
39-1896819
Laboratory Services
WI
N/A
No
No
(5)
Drexel Town Square Surgery Center LLC
7901 S 6th Street Second Floor
Oak Creek
,
WI
53154
81-4904300
Surgery Center
WI
N/A
No
No
(6)
THP - Froedtert Health Venture LLC
1415 Louisiana Fl 27th
Houston
,
TX
77002
82-3559342
Health Care
TX
N/A
No
No
(7)
F&MCW Network LLC
9200 W Wisconsin Ave
Milwaukee
,
WI
53226
81-4382585
Health Care
WI
N/A
No
No
(8)
Menomonee Falls Ambulatory Surgery Ctr
W180N8045 Town Hall Rd
Menomonee Falls
,
WI
53051
39-1745697
Health Care
WI
N/A
No
No
(9)
Froedert & Medical College of WI ACOLLC
8710 Watertown Plank Rd
Milwaukee
,
WI
53226
81-3159534
WI
N/A
No
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
Froedtert Memorial Lutheran Hsptl Trust
777 E Wisconsin Ave
Milwaukee
,
WI
53202
39-6040438
Charitable Trust
WI
N/A
Trust
No
(2)
Harts Mills Insurance Company SPC
62 Forum Lane 3rd Fl
Camana Bay
,
Grand Cayman
KY1-1203
CJ
98-1311808
Self-Insurance
CJ
N/A
C-Corp
No
Schedule R (Form 990) 2019
Page 3
Schedule R (Form 990) 2019
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
Froedtert Hospital Foundation
c
1,932,916
(2)
Froedtert Hospital Foundation
p
1,537,356
(3)
Froedtert Hospital Foundation
s
577,160
Schedule R (Form 990) 2019
Page 4
Schedule R (Form 990) 2019
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2019
Page 5
Schedule R (Form 990) 2019
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference
Explanation
Schedule R (Form 990) 2019
Additional Data
Software ID:
19009920
Software Version:
2019v5.0