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ADVOCATE AURORA HEALTH INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ADVOCATE AURORA HEALTH INC (EIN 82-4184596)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313209349301736
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T23:53:21-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN824184596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATE AURORA HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone4142991576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRIVEAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL HALVERSONPersonNm
Person TitleSVP CONTROLLERPersonTitleTxt
Phone4142991576PhoneNum
Signature2023-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRACHELPersonFirstNm
Person LastHALVERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerJAMES SKOGSBERGHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRIVEAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$175,431,990GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ADVOCATEAURORAHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionADVOCATE AURORA HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee145TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$410,924TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$173,715,942CYContributionsGrantsAmt
PY Program Service Revenue$73,302,084PYProgramServiceRevenueAmt
CY Program Service Revenue$409,580CYProgramServiceRevenueAmt
PY Investment Income$116,528PYInvestmentIncomeAmt
CY Investment Income$1,305,124CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,344CYOtherRevenueAmt
PY Total Revenue$73,418,612PYTotalRevenueAmt
CY Total Revenue$175,431,990CYTotalRevenueAmt
PY Grants And Similar Paid$11,105PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$55,502,649PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$177,643,939CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$17,904,858PYOtherExpensesAmt
CY Other Expenses-$2,212,449CYOtherExpensesAmt
PY Total Expenses$73,418,612PYTotalExpensesAmt
CY Total Expenses$175,431,990CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$50,322,454TotalAssetsBOYAmt
Total Assets EOY$249,264,522TotalAssetsEOYAmt
Total Liabilities BOY$50,322,468TotalLiabilitiesBOYAmt
Total Liabilities EOY$249,264,532TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$14NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$10NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE AND IMPROVE THE QUALITY AND EXPAND THE SCOPE AND ACCESSIBILITY OF AFFORDABLE HEALTH CARE AND HEALTH-CARE RELATED SERVICES FOR THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$175,431,990ExpenseAmt
Grant$500GrantAmt
Revenue$1,716,049RevenueAmt
DescADVOCATE AURORA HEALTH, INC. AND ITS AFFILIATES (AAH) CONSTITUTE AN INTEGRATED HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT ILLINOIS, EASTERN WISCONSIN, AND THE UPPER PENINSULA OF MICHIGAN. AAH PROVIDES A VARIETY OF HEALTH CARE RELATED ACTIVITIES, EDUCATION, PHILANTHROPIC, MEDICAL RESEARCH AND OTHER BENEFITS TO THE COMMUNITIES IN WHICH THEY OPERATE. HEALTH CARE SERVICES INCLUDE PRIMARY AND SPECIALTY CARE, PHARMACIES, BEHAVIORAL HEALTH CARE, EMERGENCY CARE, REHABILITATION, HOME CARE, AND END-OF-LIFE CARE.Desc
Total Program Service Expenses$175,431,990TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document180IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee145EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATE HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142991576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES SKOGSBERGH
DIRECTOR, PRESIDENT, CEO55.001.00Yes (X)Yes (X)$7,634,094$0$591,891
MICHELE BAKER RICHARDSON
CHAIR, DIRECTOR1.001.00Yes (X)Yes (X)$143,767$0$0
CHARLES HARVEY
DIRECTOR1.000.00Yes (X)$112,433$0$0
JOHN TIMMER
DIRECTOR1.000.00Yes (X)$120,433$0$0
LYNN CRUMP-CAINE
DIRECTOR1.000.00Yes (X)$120,433$0$0
RICHARD JAKLE
DIRECTOR1.001.00Yes (X)$120,433$3,000$0
MARK HARRIS JD
DIRECTOR1.001.00Yes (X)$120,433$0$0
JOANNE DISCH PHD RN
DIRECTOR1.000.00Yes (X)$112,433$0$0
JOHN DANIELS
DIRECTOR1.000.00Yes (X)$112,433$0$0
JOANNE BAUER
DIRECTOR1.000.00Yes (X)$112,433$0$0
THOMAS BOLGER
DIRECTOR1.000.00Yes (X)$112,433$0$0
DOMINIC NAKIS
TREASURER55.001.00Yes (X)$2,304,331$0$214,335
MICHAEL GREBE
SECRETARY55.001.00Yes (X)$1,338,491$0$132,454
CRISTY GARCIA-THOMAS
CHIEF EXTERNAL AFFAIRS OFFICER55.001.00$1,252,556$0$152,152Yes (X)
KEVIN BRADY
CHIEF HUMAN RESOURCES OFFICER55.001.00$1,384,573$0$159,945Yes (X)
BARBARA BYRNE MD
CHIEF INFORMATION OFFICER55.001.00$1,671,146$0$156,259Yes (X)
KELLY JO GOLSON
CHIEF BRAND AND CONSUMER EXPERIENCE OFFICER55.001.00$1,325,092$0$134,932Yes (X)
JEFFREY BAHR MD
CHIEF MEDICAL GROUP OFFICER55.001.00$1,817,035$0$171,378Yes (X)
GARY STUCK DO
CHIEF MEDICAL OFFICER55.000.00$1,494,847$0$161,556Yes (X)
MARY BETH KINGSTON MSN RN
CHIEF NURSING OFFICER55.001.00$1,245,850$0$138,384Yes (X)
REV KATHIE BENDER SCHWICH
CHIEF SPIRITUAL OFFICER55.001.00$750,994$0$105,747Yes (X)
SCOTT POWDER
PRESIDENT, ADVOCATE AURORA ENTERPRISES0.0055.00$0$1,262,393$152,424Yes (X)
WILLIAM SANTULLI
CHIEF OPERATING OFFICER55.001.00$3,046,463$0$273,298Yes (X)
MEGHAN WOLTMAN
CHIEF GOVERNMENT AFFAIRS OFFICER55.000.00$632,934$0$116,746Yes (X)
RICHARD KLEIN
CHIEF BUSINESS DEVELOPMENT OFFICER55.000.00$1,621,087$0$164,071Yes (X)
SHOEB SITAFALWALLA MD
CHIEF STRATEGY OFFICER55.000.00$918,663$0$141,415Yes (X)
SHELLY HART
SVP, GENERAL COUNSEL55.001.00$864,327$0$120,559Yes (X)
MICHAEL KERNS
SVP, DEPUTY GENERAL COUNSEL55.000.00$587,048$0$98,816Yes (X)
JAMES SLINKMAN
SVP, ASSOCIATE GENERAL COUNSEL55.000.00$518,002$0$95,446Yes (X)
FRITZ VORLOP
SYSTEM VP, ASSOCIATE GENERAL COUNSEL55.000.00$646,174$0$28,770Yes (X)
MONICA HOCUM
ASSOCIATE GENERAL COUNSEL55.000.00$484,092$0$28,925Yes (X)
MICHAEL LAPPIN
FORMER CHIEF ADMINISTRATIVE OFFICER0.000.00$0$1,020,814$15,549Yes (X)
VINCENT BUFALINO MD
FORMER CHIEF MEDICAL GROUP OFFICER0.000.00$1,213,869$0$5,664Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$33,939,332TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,286,207TotReportableCompRltdOrgAmt
Total Other Compensation$3,360,716TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K31IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
QUARLES & BRADY LLP
411 E WISCONSIN AVE STE 2350MILWAUKEEWI53202LEGAL SERVICES$1,175,289
LEGAL RESOURCES GROUP LLC
134 N LASALLE ST STE 800CHICAGOIL60602LEGAL SERVICES$906,455
FOLEY & LARDNER LLP
777 E WISCONSIN AVEMILWAUKEEWI53202LEGAL SERVICES$800,098
ROPES & GRAY LLP
PRUDENTIAL TOWER 800 BOYLSTON STBOSTONMA02199LEGAL SERVICES$709,738
THE CHARTIS GROUP LLC
220 W KINZIE 3RD FLOORCHICAGOIL60654$498,289
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Related Organizations$172,709,444RelatedOrganizationsAmt
Government Grants$1,006,498GovernmentGrantsAmt
Total Contributions$173,715,942TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT SERVICESDesc
Business561499BusinessCd
Total Revenue Column$409,580TotalRevenueColumnAmt
Unrelated Business Revenue$409,580UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$409,580TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,305,124TotalRevenueColumnAmt
Related Or Exempt Func Income$1,305,124RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCAFETERIA REVENUEDesc
Business722514BusinessCd
Total Revenue Column$1,344TotalRevenueColumnAmt
Unrelated Business Revenue$1,344UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,344OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$175,431,990TotalRevenueColumnAmt
Related Or Exempt Func Income$1,305,124RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$410,924UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$103,740,655TotalAmt
Program Services$103,740,655ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$665,550TotalAmt
Program Services$665,550ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$62,540,758TotalAmt
Program Services$62,540,758ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,696,976TotalAmt
Program Services$10,696,976ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,814,395TotalAmt
Program Services$14,814,395ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,485,277TotalAmt
Program Services$2,485,277ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$239,858TotalAmt
Program Services$239,858ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,627,230TotalAmt
Program Services$1,627,230ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$527,321TotalAmt
Program Services$527,321ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$212,580TotalAmt
Program Services$212,580ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$227,432TotalAmt
Program Services$227,432ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,907,160TotalAmt
Program Services$1,907,160ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total-$34,254,864TotalAmt
Program Services-$34,254,864ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,072TotalAmt
Program Services$2,072ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,637,618TotalAmt
Program Services$1,637,618ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OTHER$8,168,506$8,168,506
REPAIRS AND MAINTENANCE$79,172$79,172
MINOR EQUIMENT$73,157$73,157
MEMBERSHIP FEES$33,498$33,498

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,139TotalAmt
Program Services$7,139ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$175,431,990TotalAmt
Program Services$175,431,990ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,455,089BOYAmt
EOY$270,823,567EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY-$1,373,394,251EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,801,927BOYAmt
EOY$1,531,397EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,783,896BOYAmt
EOY$3,189,214EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$770,594BOYAmt
EOY$4,184,153EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,083LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$22,208LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,948BOYAmt
EOY$8,875EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,500,000BOYAmt
EOY$1,342,921,567EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,322,454BOYAmt
EOY$249,264,522EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$50,322,468BOYAmt
EOY$225,990,001EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$511,274EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$22,763,257EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,322,468BOYAmt
EOY$249,264,532EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$14BOYAmt
EOY-$10EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$14BOYAmt
EOY-$10EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,322,454BOYAmt
EOY$249,264,522EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations23SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (23 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ADVOCATE HEALTH AND HOSPITALS CORPORATION
3621691473Yes (1)$0$0
EHS HOME HEALTH CARE SERVICES INC
36291310810Yes (1)$0$0
ADVOCATE CHARITABLE FOUNDATION
3632973607Yes (1)$0$0
ADVOCATE NORTH SIDE HEALTH NETWORK
3631966293Yes (1)$0$0
MERIDIAN HOSPICE
36315866710Yes (1)$0$0
ADVOCATE CONDELL MEDICAL CENTER
2625259683Yes (1)$0$0
ADVOCATE SHERMAN HOSPITAL
3621679203Yes (1)$0$0
VISITING NURSE ASSOCIATION OF WISCONSIN INC
39080618010Yes (1)$0$0
AURORA UW ACADEMIC MEDICAL GROUP INC
39113673810Yes (1)$0$0
AURORA HEALTH CARE METRO INC
3908061813Yes (1)$0$0
AURORA HEALTH CARE SOUTHERN LAKES INC
3908063473Yes (1)$0$0
AURORA HEALTH CARE CENTRAL INC
3909307483Yes (1)$0$0
AURORA PSYCHIATRIC HOSPITAL INC
3908721923Yes (1)$0$0
AURORA MEDICAL CENTER OF WASHINGTON COUNTY INC
3911501653Yes (1)$0$0
AURORA HEALTH CARE NORTH INC
3912116293Yes (1)$0$0
WEST ALLIS MEMORIAL HOSPITAL INC
3910224643Yes (1)$0$0
AURORA FAMILY SERVICE INC
39080617410Yes (1)$0$0
AURORA MEDICAL CENTER OF OSHKOSH INC
3910276763Yes (1)$0$0
AURORA MEDICAL GROUP INC
3916783063Yes (1)$0$0
KRADWELL SCHOOL INC
2615167652Yes (1)$0$0
AURORA ADVANCED HEALTHCARE INC
39159530210Yes (1)$0$0
AMG ILLINOIS LTD
2640412873Yes (1)$0$0
AURORA MEDICAL CENTER GRAFTON LLC
2729537993Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total23SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION E, LINE 3A:UNDER THE ORGANIZATIONAL DOCUMENTS OF EACH OF THE SUPPORTED ORGANIZATIONS, THE ORGANIZATION HAS THE RIGHT TO DESIGNATE THE DIRECTORS OF EACH OF THE SUPPORTED ORGANIZATIONS.
PART IV, SECTION E, LINE 3B:IN ADDITION TO THE RIGHT TO DESIGNATE THE DIRECTORS OF EACH OF THE SUPPORTED ORGANIZATIONS, APPROVAL OF THE ORGANIZATION IS REQUIRED FOR THE AMENDMENT OR RESTATEMENT OF ANY OF SUPPORTED ORGANIZATIONS' GOVERNING DOCUMENTS. EACH OF THE SUPPORTING ORGANIZATIONS IS SUBJECT TO THE POLICIES ADOPTED BY THE ORGANIZATION'S BOARD OF DIRECTORS (E.G. THE CONFLICT OF INTEREST POLICY).

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,083OtherCostOrOtherBasisAmt
Depreciation$22,208DepreciationAmt
Book Value$8,875BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,875TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
DUE FROM ADVOCATE$1,259,984,692
CONVERSIONINTERCOMPANY ASSETS - CONVERSION$56,434,957
NONCURRENT ASSETS 457B DEFERRED COMPENSATION PLAN - FOR PROFIT ENTITIES ASSE$1,918
OTHER NONCURRENT ASSETS COMMUNITY INVESTMENTS LOANS$26,500,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,342,921,567TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OTHER NONCURRENT LIABILITIES457B DEFERRED COMPENSATION$1,576,047
OTHER NONCURRENT LIABILITIES ACCRUED SEVERANCE PAY LONG-TERM$21,187,210
FieldValueIRS element (for citing)
Total Liability$22,763,257TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BLACK DIRECTORS HEALTH EQUITY AGENDA INC
750 W VIRGINIA ST PO BOX 34188MILWAUKEEWI53204861980606501(C)(3)$50,000$0SUPPORT EXEMPT MISSION
LEADERSHIP GREATER CHICAGO
111 E WACKER DR STE 1220CHICAGOIL60601363293207501(C)(3)$35,000$0SUPPORT EXEMPT MISSION
OSWEGOLAND SENIOR & COMMUNITY CENTER
3525 US ROUTE 34OSWEGOIL60543263947440501(C)(3)$10,000$0SUPPORT EXEMPT MISSION

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE I GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS FOR AMOUNTS REPORTED ON SCHEDULE I, ADVOCATE AURORA HEALTH, INC REPORTS ONLY NON PROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR THAT ARE CONSISTENT WITH AND COMPLIMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE CONDELL MEDICAL CENTER. THE PURPOSES OF THESE GRANTS IS TO SUPPORT COMMUNITY PROGRAMS. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES SKOGSBERGH
DIRECTOR, PRESIDENT, CEO$2,038,069$0$5,103,216$0$492,809$0$572,364$0$19,527$0$8,225,985$0$588,049$0
WILLIAM SANTULLI
CHIEF OPERATING OFFICER$1,183,704$0$1,633,526$0$229,233$0$246,278$0$27,020$0$3,319,761$0$263,083$0
DOMINIC NAKIS
TREASURER$903,853$0$1,221,060$0$179,418$0$195,217$0$19,118$0$2,518,666$0$204,758$0
JEFFREY BAHR MD
CHIEF MEDICAL GROUP OFFICER$870,501$0$796,058$0$150,476$0$138,983$0$32,395$0$1,988,413$0$0$0
BARBARA BYRNE MD
CHIEF INFORMATION OFFICER$662,873$0$691,613$0$316,660$0$139,657$0$16,602$0$1,827,405$0$146,897$0
RICHARD KLEIN
CHIEF BUSINESS DEVELOPMENT OFFICER$726,252$0$767,123$0$127,712$0$149,764$0$14,307$0$1,785,158$0$0$0
GARY STUCK DO
CHIEF MEDICAL OFFICER$694,927$0$686,167$0$113,753$0$143,552$0$18,004$0$1,656,403$0$147,538$0
KEVIN BRADY
CHIEF HUMAN RESOURCES OFFICER$620,950$0$662,228$0$101,395$0$133,562$0$26,383$0$1,544,518$0$139,519$0
MICHAEL GREBE
SECRETARY$601,938$0$635,238$0$101,315$0$129,806$0$2,648$0$1,470,945$0$0$0
KELLY JO GOLSON
CHIEF BRAND AND CONSUMER EXPERIENCE$624,901$0$606,174$0$94,017$0$132,284$0$2,648$0$1,460,024$0$131,594$0
SCOTT POWDER
PRESIDENT, ADVOCATE AURORA ENTERPRIS$0$572,404$0$603,145$0$86,844$0$125,043$0$27,381$0$1,414,817$0$130,900
CRISTY GARCIA-THOMAS
CHIEF EXTERNAL AFFAIRS OFFICER$613,601$0$550,113$0$88,842$0$117,822$0$34,330$0$1,404,708$0$0$0
MARY BETH KINGSTON MSN RN
CHIEF NURSING OFFICER$562,158$0$583,355$0$100,337$0$123,231$0$15,153$0$1,384,234$0$0$0
VINCENT BUFALINO MD
FORMER CHIEF MEDICAL GROUP OFFICER$25,003$0$692,699$0$496,167$0$5,409$0$255$0$1,219,533$0$145,934$0
SHOEB SITAFALWALLA MD
CHIEF STRATEGY OFFICER$547,722$0$323,168$0$47,773$0$116,858$0$24,557$0$1,060,078$0$0$0
MICHAEL LAPPIN
FORMER CHIEF ADMINISTRATIVE OFFICER$0$0$0$284,150$0$736,664$0$0$0$15,549$0$1,036,363$0$0
SHELLY HART
SVP, GENERAL COUNSEL$564,637$0$241,805$0$57,885$0$93,460$0$27,099$0$984,886$0$0$0
REV KATHIE BENDER SCHWICH
CHIEF SPIRITUAL OFFICER$319,618$0$368,848$0$62,528$0$83,571$0$22,176$0$856,741$0$86,294$0
MEGHAN WOLTMAN
CHIEF GOVERNMENT AFFAIRS OFFICER$369,697$0$224,162$0$39,075$0$90,150$0$26,596$0$749,680$0$71,522$0
MICHAEL KERNS
SVP, DEPUTY GENERAL COUNSEL$379,886$0$165,167$0$41,995$0$73,386$0$25,430$0$685,864$0$75,911$0
FRITZ VORLOP
SYSTEM VP, ASSOCIATE GENERAL COUNSEL$442,480$0$168,663$0$35,031$0$0$0$28,770$0$674,944$0$0$0
JAMES SLINKMAN
SVP, ASSOCIATE GENERAL COUNSEL$338,966$0$147,762$0$31,274$0$68,915$0$26,531$0$613,448$0$71,128$0
MONICA HOCUM
ASSOCIATE GENERAL COUNSEL$380,159$0$88,496$0$15,437$0$25,627$0$3,298$0$513,017$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2022 AS FOLLOWS: JAMES SKOGSBERGH - $588,049 DOMINIC NAKIS - $204,758 MICHAEL KERNS - $75,911 JAMES SLINKMAN - $71,128 VINCENT BUFALINO - $145,934 KEVIN BRADY - $139,519 BARBARA BYRNE - $146,897 KELLY JO GOLSON - $131,594 GARY STUCK - $147,538 REV. KATHIE BENDER SCHWICH - $86,294 SCOTT POWDER - $130,900 WILLIAM SANTULLI - $263,083 JOYCE ROGERS - $2,094 THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2022 THAT HAS BEEN PROPERLY REPORTED ON SCHEDULE J, PART II: MICHAEL LAPPIN
PART I, LINE 7WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 2022 FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ADVOCATE HEALTH'S COMPLIANCE DEPARTMENT REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED (E.G. RECUSAL FROM DECISION-MAKING OR UTILIZING ANOTHER METHOD OF NON-PARTICIPATION IN AN ACTIVITY).
FORM 990, PART VI, SECTION B, LINE 15THE FOLLOWING COMPENSATION REVIEW PROCESS WAS CONDUCTED IN 2022: ADVOCATE HEALTH'S CEO AND THE CEO'S EXECUTIVE LEADERSHIP TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE ADVOCATE HEALTH BOARD OF DIRECTORS, WHICH IS VESTED WITH BOARD-DELEGATED POWERS TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO COMPENSATION MATTERS IN REVIEWING AND ESTABLISHING COMPENSATION FOR THE CEO AND THE CEO'S EXECUTIVE TEAM. THE COMMITTEE USES A PROCESS WHICH IS INTENDED TO CREATE THE PRESUMPTION THAT PAYMENT OF COMPENSATION TO THESE PERSONS CONSTITUTES REASONABLE COMPENSATION, DEFINED AS AMOUNTS THAT ARE WITHIN THE RANGE OF COMPENSATION PAID TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. IN THIS PROCESS, NO MEMBER OF THE COMMITTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE IS PERMITTED TO PARTICIPATE IN THE REVIEW AND APPROVAL OF THAT COMPENSATION ARRANGEMENT. THE COMPENSATION COMMITTEE RETAINS AND CONSULTS WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO PREPARES A CUSTOMIZED MARKET-BASED ANALYSIS FOR THE COMMITTEE REGARDING AMOUNTS PAID TO SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. THE COMMITTEE USES THE MARKET-BASED ANALYSIS PROVIDED BY THE CONSULTANT, AND WHERE APPROPRIATE, PERFORMANCE REVIEW AND COMPENSATION RECOMMENDATIONS, TO ESTABLISH MARKET-BASED COMPENSATION FOR THE CEO AND THE CEO'S EXECUTIVE TEAM. AFTER MAKING ITS COMPENSATION DECISIONS, THE COMMITTEE DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN AHC'S WRITTEN OR ELECTRONIC BOOKS AND RECORDS. KEY EMPLOYEES AND ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVIEWED AND APPROVED BY THEIR LEADER ANNUALLY WITHIN MARKET-BASED GUIDELINES PRESCRIBED BY THE ORGANIZATION'S HUMAN RESOURCES FUNCTION. THESE MARKET-BASED GUIDELINES ARE ESTABLISHED USING APPLICABLE COMPARABILITY DATA AND SIMILAR COMPENSATION METRICS THAT ARE BASED ON SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. DOCUMENTATION AND RECORDKEEPING FOR THESE DELIBERATIONS AND DECISIONS ARE MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 19THE ARTICLES OF INCORPORATION FOR ADVOCATE AURORA HEALTH, INC. ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AURORA MEDICAL GROUP INC
3031 WEST MONTANA STREETMILWAUKEEWI53215391678306PHYSICIAN SERVICESWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE METRO INC
2900 WEST OKLAHOMA AVENUEMILWAUKEEWI53215390806181HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE CENTRAL INC
2636 EASTERN AVENUEPLYMOUTHWI53073390930748HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA PSYCHIATRIC HOSPITAL INC
1220 DEWEY AVENUEWAUWATOSAWI53213390872192HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA HEALTH CARE SOUTHERN LAKES INC
252 MCHENRY STREETBURLINGTONWI53105390806347HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA MEDICAL CENTER OF OSHKOSH INC
855 NORTH WESTHAVEN DRIVEOSHKOSHWI54904391027676HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE NORTH INCYes (1)
WEST ALLIS MEMORIAL HOSPITAL INC
8901 WEST LINCOLN AVENUEWEST ALLISWI53227391022464HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
KRADWELL SCHOOL INC
1220 DEWEY AVENUEWAUWATOSAWI53213261516765SCHOOLWI501(C)(3)LINE 3AURORA PSYCHIATRIC HOSPITAL INCYes (1)
AURORA MEDICAL CENTER WASHINGTON COUNTY INC
1032 EAST SUMNER STREETHARTFORDWI53027391150165HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391595302PHYSICIAN SERVICESWI501(C)(3)LINE 11AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE NORTH INC
5000 MEMORIAL DRIVETWO RIVERSWI54241391211629HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
VISITING NURSE ASSOCIATION OF WISCONSIN INC
11333 WEST NATIONAL AVENUEWEST ALLISWI53227390806180HOME CARE SERVICESWI501(C)(3)LINE 7AURORA HEALTH CARE INCYes (1)
AURORA FAMILY SERVICE INC
3200 HIGHLAND BOULEVARDMILWAUKEEWI53208390806174SOCIAL SERVICESWI501(C)(3)LINE 11AURORA HEALTH CARE INCYes (1)
AURORA UW ACADEMIC MEDICAL GROUP INC
1020 NORTH 12TH STREETMILWAUKEEWI53233391136738PHYSICIAN SERVICESWI501(C)(3)LINE 11AURORA MEDICAL GROUP INCYes (1)
AURORA HEALTH CARE FOUNDATION INC
PO BOX 341880MILWAUKEEWI53234396044569FUNDRAISINGWI501(C)(3)LINE 7AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE INC
PO BOX 341880MILWAUKEEWI53234391442285SUPPORT SERVICESWI501(C)(3)LINE 12C, III-FI0N/A
AMG ILLINOIS LTD
3031 WEST MONTANA AVENUEMILWAUKEEWI53215264041287PHYSICIAN SERVICESIL501(C)(3)LINE 3AURORA MEDICAL GROUP INCYes (1)
AURORA MEDICAL CENTER GRAFTON LLC
975 PORT WASHINGTON ROADGRAFTONWI53024272953799HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
ADVOCATE HEALTH CARE NETWORK
2025 WINDSOR DROAK BROOKIL60523362167779SUPPORT SERVICESIL501(C)(3)LINE 12C, III-FI0N/A
ADVOCATE CONDELL MEDICAL CENTER
2025 WINDSOR DROAK BROOKIL60523262525968HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH AND HOSPITALS CORPYes (1)
ADVOCATE HEALTH & HOSPITALS CORPORATION
2025 WINDSOR DROAK BROOKIL60523362169147HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH CARE NETWORKYes (1)
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523363297360FUNDRAISINGIL501(C)(3)LINE 7ADVOCATE HEALTH CARE NETWORKYes (1)
EHS HOME HEALTH CARE SERVICE INC
2025 WINDSOR DROAK BROOKIL60523362913108HOME CAREIL501(C)(3)LINE 10ADVOCATE HEALTH AND HOSPITALS CORPYes (1)
MERIDIAN HOSPICE
2025 WINDSOR DROAK BROOKIL60523363158667HOSPICE CAREIL501(C)(3)LINE 10EHS HOME HEALTH CARE SERVICE INCYes (1)
MASONIC FAMILY HEALTH FOUNDATION INC
2025 WINDSOR DROAK BROOKIL60523364397387FUNDRAISINGIL501(C)(3)LINE 12A, IMASONIC FAMILY HEALTH SERVICESYes (1)
ADVOCATE SHERMAN HOSPITAL
2025 WINDSOR DROAK BROOKIL60523362167920HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH CARE NETWORKYes (1)
AURORA HEALTH CARE MEDICAL GROUP INC
PO BOX 341880MILWAUKEEWI53234474167075PHYSICIAN SERVICESWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
NORTH SHORE SURGICAL CENTER LTD
7007 RANGE LINE ROADGLENDALEWI53209391548024SURGICAL SERVICESWIADVANCED HEALTHCARE INCRELATED000.82350
BAYCARE AURORA LLC
PO BOX 341880MILWAUKEEWI53234391947472HOSPITALWI00N/A
WAUKESHA PAIN CENTER LLC
4131 WEST LOOMIS ROAD SUITE 300GREENFIELDWI53221900928071PHYSICIAN SERVICESWI00N/A
AURORA GI ASC LLC
2801 WEST KK RIVER PARKWAY 1030MILWAUKEEWI53215461848055PHYSICIAN SERVICESWI00N/A
DREYER AMBULATORY SURGERY CENTER
2357 SEQUOIA DRIVEAURORAIL60506363890298MEDICAL SERVICESIL00N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
AURORA HEALTH CARE VENTURES INC
PO BOX 341880MILWAUKEEWI53234391513129HEALTH SERVICESWIN/AC0
AURORA HEALTH NETWORK INC
PO BOX 341880MILWAUKEEWI53234391817175INACTIVEWIN/AC0
AURORA PHARMACY INC
PO BOX 341880MILWAUKEEWI53234391733325RETAIL PHARMACYWIN/AC0
DIVERSIFIED CARE INC
4811 SOUTH 76TH STREETGREENFIELDWI53220391609054TEMPORARY STAFFING AGENCYWIN/AC0
AURORA RETAIL STORES INC
PO BOX 341880MILWAUKEEWI53234391722937INACTIVEWIN/AC0
ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391195501PHYSICIAN SERVICESWIN/AC0
NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
ADVOCATE HOME CARE PRODUCTS
2025 WINDSOR DROAK BROOKIL60523363315416HEALTH SERVICESILN/AC0
EVANGELICAL SERVICES CORPORATION
2025 WINDSOR DROAK BROOKIL60523363208101MANAGEMENT SERVICESILN/AC0
HIGH TECHNOLOGY INC
2025 WINDSOR DROAK BROOKIL60523363368224MEDICAL SERVICESILN/AC0
DREYER CLINIC INC
2025 WINDSOR DROAK BROOKIL60523362690329MEDICAL SERVICESILN/AC0
PARKSIDE CENTER CONDO ASSOCIATION
1775 WEST DEMPSTER STREETPARK RIDGEIL60068363452486PROPERTY MANAGEMENTILN/AC0
THE DELPHI GROUP IV INC
1425 N RANDALL ROADELGINIL60123364017279HEALTH COST MANAGEMENTILN/AC0
ADVOCATE HPN NFP
2025 WINDSOR DROAK BROOKIL60523810893878HEALTH IMPROVEMENT MANAGEMENTILN/AC0
ADVOCATE INSURANCE SPC
980422925INSURANCEN/AC0878 W BAY RD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
ADVOCATE HEALTH PARTNERS
1701 WEST GOLF ROADROLLING MEADOWSIL60008364032117HEALTH CARE MANAGEMENTILN/AC0
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
1701 WEST GOLF ROADROLLING MEADOWSIL60008455498384HEALTH CARE MANAGEMENTILN/AC0
ADVOCATE PHYSICIAN PARTNERS RISK PURCH
1701 WEST GOLF ROADROLLING MEADOWSIL60008383914173GROUP MALPRACTICEILN/AC0
ADVOCATE AURORA ENTERPRISES INC
PO BOX 341880MILWAUKEEWI53234831836945FOR-PROFIT PARENT COMPANYWIN/AC0
NORTHSHORE HEALTH NETWORK INC
PO BOX 341880MILWAUKEEWI53234271389366MANAGED CARE CONTRACTINGWIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AURORA HEALTH CARE INC
DCOST
ADVOCATE HEALTH AND HOSPITALS CORP
ECOST