2024-11-15T15:24:20-06:00 2023-12-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-01-01 351904455 FRANCISCAN ACO INC % LISA ANDERSON FRAN 3177826875 700 E SOUTHPORT ROAD INDIANAPOLIS IN 46227 KEVIN D LEAHY PRESIDENT & DIRECTOR 5743476418 2024-11-15 true true ERIC M MCNEIL P00460263 2673303000 2024-11-15 2023 2024-10-15 13:58:12Z KEVIN D LEAHY 1515 DRAGOON TRAIL MISHAWAKA IN 46544 84877425 false X WWW.FRANCISCANHEALTH.ORG/ABOUT-US/ACO X 1993 IN SEE SCHEDULE O, ATTACHMENT 1 11 10 0 6 0 0 0 984908 40955680 77688728 0 -5068 15017963 6203789 55973643 84872357 0 0 0 0 0 0 0 0 0 43308151 87732642 43308151 87732642 12665492 -2860285 19218258 15847712 7787765 7277504 11430493 8570208 X FRANCISCAN ACO, INC., PROVIDES COORDINATED, COMPREHENSIVE CARE ACROSS HOSPITALS, PHYSICIAN PRACTICES AND OTHER HEALTHCARE PROVIDERS TO ENHANCE THE HEALTHCARE EXPERIENCE OF PATIENTS UNDER OUR CARE. SINCE 2011, FRANCISCAN ACO, INC., (FORMERLY FRANCISCAN ALLIANCE ACO) HAS DEVELOPED INNOVATIVE CARE MODELS. CURRENTLY PARTICIPATING IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP), FRANCISCAN ACO, INC. HAS EXPANDED TO ALSO INCLUDE ACCOUNTABLE CARE ORGANIZATION PARTNERSHIPS WITH MEDICARE ADVANTAGE AND COMMERCIALLY INSURED PATIENT POPULATIONS. WITHIN EACH OF THESE PROGRAMS ATTRIBUTED PATIENTS, KNOWN AS BENEFICIARIES, RECEIVE THE ADDED BENEFIT OF A MORE COORDINATED CARE EXPERIENCE. THIS INCLUDES COORDINATION OF PREVENTIVE HEALTH SERVICES AND CARE COORDINATION SUPPORT FOR PERSONS WITH CHRONIC HEALTH CONDITIONS, SUCH AS DIABETES AND CONGESTIVE HEART FAILURE. CARE COORDINATION SERVICES ARE PROVIDED THROUGH THE ACO. BETTER YET, BENEFICIARIES MAINTAIN THE ABILITY TO SEE ANY DOCTOR OR HEALTHCARE PROVIDER false false 87732642 0 83892517 FRANCISCAN ACO, INC. IS COMMITTED TO PROVIDING BENEFICIARIES WITH THE HIGHEST QUALITY OF CARE. FRANCISCAN ACO, INC. PROVIDES COORDINATED, COMPREHENSIVE CLINICAL CARE ACROSS HOSPITALS, PHYSICIAN PRACTICES, AND OTHER HEALTHCARE PROVIDERS, WITH AN AIM TO BRING DOWN THE OVERALL COSTS OF MEDICAL CARE. FRANCISCAN ACO, INC. SERVES MEDICARE AND OTHER PATIENTS ACROSS INDIANA AND ILLINOIS THROUGH THE COLLABORATIVE EFFORTS OF THE FOLLOWING PARTNERS: (A) 14 TAX-EXEMPT HOSPITALS OPERATED, DIRECTLY AND INDIRECTLY, BY FRANCISCAN ALLIANCE, INC.; (B) FRANCISCAN PHYSICIAN NETWORK, A FRANCISCAN ALLIANCE, INC. EMPLOYED MULTI-SPECIALTY GROUP OF PRIMARY AND SPECIALTY-CARE PROVIDERS THROUGHOUT THE STATE OF INDIANA AND ILLINOIS; (C) SPECIALTY PHYSICIANS OF ILLINOIS, LLC, AN EMPLOYED MULTI-SPECIALTY GROUP OF SPECIALTY-CARE PROVIDERS IN ILLINOIS, SERVING FRANCISCAN HEALTH CHICAGO HEIGHTS AND FRANCISCAN HEALTH OLYMPIA FIELDS; (D) INDIANA INTERNAL MEDICINE CONSULTANTS, WHICH PROVIDES HEALTHCARE SERVICES TO COMPLEX INTERNAL MEDICINE PATIENTS ACROSS INDIANAPOLIS IN BOTH INPATIENT AND OUTPATIENT SETTINGS; AND (E) ST. FRANCIS MEDICAL GROUP, LLC, WHICH OPERATES THE NEIGHBORHOOD HEALTH CENTER, WHICH IS A FAMILY MEDICINE PRACTICE SERVING PATIENTS WITHOUT ACCESS TO AFFORDABLE CARE. OTHER HEALTHCARE PARTNERS INCLUDE MONTICELLO MEDICAL CENTER. CURRENT FRANCISCAN ACO, INC. PARTNERSHIPS INCLUDE: MEDICARE SHARED SAVINGS PROGRAM (MSSP); ANTHEM MEDICARE ADVANTAGE; HUMANA MEDICARE ADVANTAGE; UNITED HEALTHCARE MEDICARE ADVANTAGE; AETNA MEDICARE ADVANTAGE; ANTHEM AND CIGNA. 87732642 true true false false false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 283 0 true 0 false false false false false false false false false false false false X 11 10 false false false false true true true true true false false true true true true true true false false false IN X X LISA ANDERSON 5742546297 1515 W DRAGOON TRAIL MISHAWAKA IN 46544 X KEVIN D LEAHY PRESIDENT AND DIRECTOR 5.0 55.0 X X 0 2467456 197552 SISTER M ALINE SHULTZ CHAIRPERSON & DIR (AS OF 8/23) 5.0 55.0 X X 0 0 0 SISTER JANE MARIE KLEIN CHAIRPERSON & DIR (THRU 08/23) 5.0 55.0 X X 0 0 0 SISTER M ANN KATHLEEN MAGIERA TREASURER AND DIRECTOR 5.0 50.0 X X 0 0 0 SISTER LETHIA MARIE LEVEILLE SECRETARY AND DIRECTOR 5.0 55.0 X X 0 0 0 SISTER M MADONNA ROUGEAU DIRECTOR 5.0 50.0 X 0 0 0 THOMAS ROBERTS MD DIRECTOR 5.0 0.0 X 0 0 0 DONALD KERNER MD DIRECTOR (THRU 08/23) 5.0 0.0 X 0 0 0 THOMAS GRYZBEK DIRECTOR 5.0 0.0 X 0 0 0 ALLAN GILLESPIE MD DIRECTOR 5.0 5.0 X 0 0 0 ERNEST IANNOTTA DIRECTOR 5.0 5.0 X 0 0 0 SUSAN FRYMAN DIRECTOR (THRU 10/23) 5.0 0.0 X 0 0 0 MICHAEL SMITH DIRECTOR, PACE (AS OF 10/23) 5.0 0.0 X 0 0 0 CYNTHIA EVANS DIRECTOR, PACE (AS OF 10/23) 5.0 0.0 X 0 0 0 0 2467456 197552 0 false true false FRANCISCAN HEALTH - INPATIENT REHAB PO BOX 781008 DETROIT MI 482781008 PHYSICIAN SERVICES 1590175 SPRING MILL HEALTH CAMPUS 101 W 87TH AVE MERRILLVILLE IN 464106177 PHYSICIAN SERVICES 1417535 HOMEVIEW CENTER OF FRANKLIN 651 S STATE ST FRANKLIN IN 461312552 PHYSICIAN SERVICES 703250 BEECH GROVE MEADOWS 2002 ALBANY STREET BEECH GROVE IN 46107 PHYSICIAN SERVICES 635334 RIGHT RX LLC DBA US RX CARE 707 MIAMISBURG-CENTERVILLE RD 406 DAYTON OH 45459 PHARMACY CARE MGMT 566260 25 18610 966298 0 984908 PACE PREMIUMS 900099 28320431 28320431 CARE MANAGEMENT REVENUE 900099 3770465 3770465 SHARED SAVINGS REVENUE 900099 45597832 45597832 77688728 0 0 0 0 0 0 0 0 5068 -5068 -5068 -5068 0 0 0 0 0 0 0 0 0 FACILITY FUNDING 900099 2419880 2419880 MANAGEMENT FEE 900099 5454807 5454807 ACO PARTICIPATING PROVIDER ADMIN FEE 900099 -5176276 -5176276 3505378 3505378 6203789 84872357 83892517 0 -5068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13403 13403 67144 67144 0 0 1115799 1115799 90927 90927 0 16222 16222 1169 1169 0 234626 234626 469942 469942 LEASED EMPLOYEES 15952464 15952464 PURCHASED SERVICES 12173146 12173146 CLAIMS EXPENSES 11065952 11065952 MEDICAL SUPPLIES/DRUGS 5025804 5025804 41506044 41506044 87732642 87732642 0 0 0 0 1241648 -9193521 0 0 12954402 18923821 0 0 0 0 0 0 0 0 142199 330995 5054576 1051239 2491312 4003337 0 0 0 0 0 0 0 0 2388697 1783080 19218258 15847712 5282995 5393268 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2504770 1884236 7787765 7277504 X 11430493 8570208 0 0 11430493 8570208 19218258 15847712 -2860285 X false true X true false X X X 1 FRANCISCAN ALLIANCE INC 351330472 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1877441 76775 1800666 532123 507666 24457 849532 466798 382734 1795480 0 1795480 4003337 OPERATING LEASE - ROU ASSET 1783080 1783080 0 CURRENT PORTION OF LT DEBT FIN 12250 OPERATING LEASE LIABILITIES CP 533361 OPERATING LEASE LIABILITIES LT 1309472 LONG TERM LEASE OBLIGATION 29153 1884236 false false false false false false false false false KEVIN D LEAHY PRESIDENT AND DIRECTOR 0 2383652 0 0 0 83804 0 182568 0 14984 0 2665008 0 0 SCHEDULE J, PART I, LINE 3 FRANCISCAN ACO, INC. DOES NOT COMPENSATE ITS PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS FRANCISCAN ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A THOSE INDIVIDUALS WHO ARE ELECTED OR APPOINTED AS MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF FRANCISCAN ALLIANCE, INC. SHALL, BY VIRTUE OF SUCH ELECTION OR APPOINTMENT, BE MEMBERS OF THE BOARD OF DIRECTORS OF FRANCISCAN ACO, INC. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN POWERS HAVE BEEN RESERVED TO THE MEMBERS. THESE POWERS INCLUDE: (A) APPROVING ANNUAL OPERATING AND CAPITAL BUDGETS; (B) APPROVING A NONBUDGETED CAPITAL EXPENDITURE IN EXCESS OF $500,000. (C) APPROVING DEBT INCURRED WHICH MATURES MORE THAN ONE YEAR AFTER ITS ORIGINAL ISSUANCE; (D) APPROVING THE DISPOSITION OF ANY ASSET HAVING AN ACCOUNTING BOOK VALUE IN EXCESS OF $500,000; (E) APPROVING THE LONG-RANGE FINANCIAL AND STRATEGIC PLAN; (F) APPROVING AND AMENDING THE BY-LAWS OR ARTICLES OF INCORPORATION; (G) APPROVING ANY MAJOR CAPITAL IMPROVEMENT PROJECT HAVING A VALUE IN EXCESS OF $500,000; (H) APPROVING, INTERPRETING AND CHANGING ANY STATEMENT OF MISSION, PHILOSOPHY, ROLE AND PURPOSE; (I) APPROVING THE MERGER, DISSOLUTION, CONSOLIDATION OR REORGANIZATION OF THE CORPORATION; (J) APPROVING THE ACQUISITION, SALE, LEASE, TRANSFER OR OTHER ALIENATION OF PROPERTY OF THE CORPORATION, OTHER THAN IN THE USUAL AND REGULAR COURSE OF BUSINESS, WHEN SUCH ACQUISITION, SALE, LEASE, TRANSFER OR OTHER ALIENATION IS ABOVE THE SPECIFIED FINANCIAL LEVELS SET IN ACCORDANCE WITH POLICIES ESTABLISHED FROM TIME TO TIME BY THE MEMBER; AND (K) TAKING ANY ACTION, WHICH WOULD BE INCONSISTENT WITH THE GOVERNING DOCUMENTS OR POLICIES OF FRANCISCAN ALLIANCE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION TO PREPARE THE FORM 990 OF FRANCISCAN ACO, INC. IS GATHERED BY FINANCE STAFF AND PROVIDED TO ITS ACCOUNTING FIRM WHO PREPARES THE RETURN. SENIOR MANAGEMENT THEN REVIEWS THE RETURN PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO FRANCISCAN ACO'S BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION AND/OR AN AFFILIATE REQUIRES ANNUAL CONFLICT OF INTEREST STATEMENTS FROM EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBERS OF COMMITTEE WITH BOARD DESIGNATED POWERS WHICH AFFIRMS THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE CONFLICT OF INTERSEST POLICY AND HAVE AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OR A COMMITTEE WITH BOARD DESIGNATED POWERS MUST DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DIRECTOR, PRINCIPAL, OR COMMITTEE MEMBER SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTE TAKEN. IN ADDITION, ONGOING REVIEWS AND ASSESSMENTS ARE MADE TO CERTAIN THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. IN CONDUCTING THE ONGOING REVIEWS AND ASSESSMENTS, THE CORPORATION USES INTERNAL AND EXTERNAL ADVISORS. FORM 990, PART VI, SECTION B, LINES 15A AND 15B FRANCISCAN ACO, INC. DOES NOT COMPENSATE ANY OF ITS OFFICERS. FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:REPAIRS AND MAINTENANCE TOTAL EXPENSES:19656 PROGRAM SERVICES:19656 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:OTHER EXPENSES TOTAL EXPENSES:1437214 PROGRAM SERVICES:1437214 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SHARED SAVINGS DISTRIBUTION TOTAL EXPENSES:40049174 PROGRAM SERVICES:40049174 FRANCISCAN ALLIANCE INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 351330472 HEALTH SRVCS IN 501(C)(3) 3 NA false HILLS INSURANCE COMPANY INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 030372512 CAPTIVE INS VT 501(C)(3) 12 - TYPE 1 FRANCISCAN false SISTERS OF ST FRANCIS OF PERPETUAL ADOR 1515 DRAGOON TRAIL MISHAWAKA IN 46544 351328145 RELIGIOUS IN 501(C)(3) 1 NA false FRANCISCAN HEALTH FOUNDATION INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 351955283 FUNDRAISING IN 501(C)(3) 7 FRANCISCAN false FRANCISCAN VNS HOME CARE INC 4701 N KEYSTONE AVE S418 INDIANAPOLIS IN 46205 350868199 HOME HEALTH IN 501(C)(3) 10 FRANCISCAN false FRANCISCAN HEALTH RENSSELAER INC 1104 E GRACE ST RENSSELAER IN 47978 473825106 HEALTH SRVCS IN 501(C)(3) 3 FRANCISCAN false ST ALEXIS HOSPITAL ASSOCIATION PO BOX 1290 MISHAWAKA IN 46544 340714485 SUPPORT ALEXA OH 501(C)(3) 3 FRANCISCAN false FRANCISCAN SURGERY CENTER LLC 421 N EMERSON AVE BEECH GROVE IN 46107 352128334 MEDICAL SERVICES IN NA N/A MOORESVILLE ENDOSCOPY CENTER LLC 1215 HADLEY ROAD SUITE 101 MOORESVILLE IN 46158 412116930 MEDICAL SERVICES IN NA N/A ST FRANCIS RADIATION THERAPY CENTERS 421 N EMERSON AVE BEECH GROVE IN 46107 770663631 MEDICAL SERVICES IN NA N/A ST FRANCIS IMAGING CENTER 421 N EMERSON AVE GREENWOOD IN 46107 204607426 IMAGING SERVICES IN NA N/A TONN AND BLANK CONST LLC 1623 GREENWOOD AVE MICHIGAN CITY IN 46360 263919039 CONSTRUCTION IN NA N/A MAJOR HOSP CARDIAC DIAGNOSTICS LLC 2451 INTELLIPEX DR SHELBYVILLE IN 46176 208715441 MEDICAL SERVICES IN NA N/A ST FRANCIS MOORESVILLE SURGERY CENTER 1215 HADLEY ROAD SUITE 100 MOORESVILLE IN 46158 202256900 MEDICAL SERVICES IN NA N/A FRANCISCAN ORTHOPEDIC SURGERY CENTER 10777 ILLINOIS ST STE H3000 H400 CARMEL IN 46032 845101253 MEDICAL SERVICES IN NA N/A FRANCISCAN HOLDING CORPORATION 1515 DRAGOON TRAIL MISHAWAKA IN 46544 363593505 HOLDING CO. IN NA C CORP SAGAMORE SURGICAL SERVICES INC 2320 CONCORD ROAD SUITE B LAFAYETTE IN 479092708 351850819 MEDICAL SERVICES IN NA S CORP false false true false false false false false false false false false false false false false false false false