ADVOCATE HEALTH INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATE HEALTH INC (EIN 88-4157429)
- Tax period
- 2022-05-09 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349203467
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:45:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-05-09 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 884157429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVO | BusinessNameControlTxt |
| Phone | 4142991862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BLYTHE BOULEVARD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY A CLARK | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 4142991862 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRADLEY | PersonFirstNm |
| Person Last | CLARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Total Revenue | $0 | TotalRevenueAmt |
| Total Expenses | $0 | TotalExpensesAmt |
| Excess Or Deficit For Year | $0 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ADVOCATE HEALTH WILL SUPERVISE AND MANAGE AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM THAT IS STEEPED IN INNOVATION AND POISED TO RESHAPE THE DELIVERY OF HEALTHCARE AND ACHIEVE THE HIGHEST AND SAFEST OUTCOMES IN THE COMMUNITIES IT SERVES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION WAS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF, AND SUPPORT A COMBINED ENTERPRISE OF MULTIPLE HEALTH SYSTEMS AND TAX-EXEMPT ORGANIZATIONS, INCLUDING THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY, A HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, AND OTHER TAX-EXEMPT ORGANIZATIONS AFFILIATED WITH ATRIUM HEALTH (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT ORGANIZATIONS AND ONE NORTH CAROLINA HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND ALABAMA) AND ADVOCATE AURORA HEALTH (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT AND TAXABLE ORGANIZATIONS LOCATED IN WISCONSIN AND ILLINOIS).ADVOCATE HEALTH WILL BE AN INTEGRAL PART OF ITS SUPPORTED ORGANIZATIONS AND INTENDS TO PROVIDE THROUGH ITS SUPPORTED ORGANIZATIONS SIGNIFICANT COMMUNITY BENEFIT IN THE FOLLOWING KEY AREAS:- CLINICAL PRE-EMINENCE AND SAFETY;- HEALTH EQUITY;- AFFORDABILITY;- NEXT-GENERATION WORKFORCE;- LEARNING AND DISCOVERY; AND- ENVIRONMENTAL SUSTAINABILITY.THE SYSTEM WILL SERVE 5.5 MILLION PATIENTS AND OPERATE 67 HOSPITALS AND MORE THAN 1,000 SITES OF CARE ACROSS ILLINOIS, WISCONSIN, NORTH CAROLINA, SOUTH CAROLINA, GEORGIA AND ALABAMA.CHARITABLE ACTIVITIES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| THOMAS NELSON | ||||
| CHAIR | 1.00 | $0 | $0 | $0 |
| MICHELE B RICHARDSON | ||||
| CHAIR ELECT | 1.00 | $0 | $0 | $0 |
| JOANNE B BAUER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS M BOLGER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM C CANNON JR | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACIE P COLEMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNN CRUMP-CAINE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN W DANIELS JR | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAMELA S LEWIS DAVIES PHD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOANNE M DISCH PHD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD E FLOW | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK M HARRIS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL HALVERSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W VIRGINIA STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142991862 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 36 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (36 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY | ||||
| 560529945 | 6 | Yes (1) | $0 | $0 |
| NORTH CAROLINA BAPTIST HOSPITAL | ||||
| 560552787 | 3 | Yes (1) | $0 | $0 |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | ||||
| 223849199 | 2 | Yes (1) | $0 | $0 |
| AHSNF INC | ||||
| 842727303 | 3 | Yes (1) | $0 | $0 |
| AH GEORGIA INC | ||||
| 831707383 | 10 | Yes (1) | $0 | $0 |
| FLOYD HEALTHCARE MANAGEMENT INC | ||||
| 581973570 | 3 | Yes (1) | $0 | $0 |
| ATRIUM HEALTH FOUNDATION | ||||
| 566060481 | 7 | Yes (1) | $0 | $0 |
| THE MEDICAL CENTER OF CENTRAL GEORGIA INC | ||||
| 582149128 | 3 | Yes (1) | $0 | $0 |
| THE MEDICAL CENTER OF PEACH COUNTY INC | ||||
| 453765471 | 3 | Yes (1) | $0 | $0 |
| NAVICENT HEALTH BALDWIN INC | ||||
| 823914925 | 3 | Yes (1) | $0 | $0 |
| HEALTH SERVICES OF CENTRAL GEORGIA INC | ||||
| 582307485 | 3 | Yes (1) | $0 | $0 |
| POLK MEDICAL CENTER INC | ||||
| 453957368 | 3 | Yes (1) | $0 | $0 |
| ADVOCATE HEALTH AND HOSPITALS CORPORATION | ||||
| 362169147 | 3 | Yes (1) | $0 | $0 |
| EHS HOME HEALTH SERVICES INC | ||||
| 362913108 | 10 | Yes (1) | $0 | $0 |
| ADVOCATE CHARITABLE FOUNDATION | ||||
| 363297360 | 7 | Yes (1) | $0 | $0 |
| ADVOCATE NORTH SIDE HEALTH NETWORK | ||||
| 363196629 | 3 | Yes (1) | $0 | $0 |
| MERIDIAN HOSPICE | ||||
| 363158667 | 10 | Yes (1) | $0 | $0 |
| ADVOCATE CONDELL MEDICAL CENTER | ||||
| 262525968 | 3 | Yes (1) | $0 | $0 |
| ADVOCATE SHERMAN HOSPITAL | ||||
| 362167920 | 3 | Yes (1) | $0 | $0 |
| VISITING NURSE ASSOCIATION OF WISCONSIN INC | ||||
| 390806180 | 7 | Yes (1) | $0 | $0 |
| AURORA UW ACADEMIC MEDICAL GROUP INC | ||||
| 391136738 | 10 | Yes (1) | $0 | $0 |
| AURORA HEALTH CARE METRO INC | ||||
| 390806181 | 3 | Yes (1) | $0 | $0 |
| AURORA HEALTH CARE SOUTHERN LAKES INC | ||||
| 390806347 | 3 | Yes (1) | $0 | $0 |
| AURORA HEALTH CARE CENTRAL INC | ||||
| 390930748 | 3 | Yes (1) | $0 | $0 |
| AURORA PSYCHIATRIC HOSPITAL INC | ||||
| 390872192 | 3 | Yes (1) | $0 | $0 |
| AURORA MEDICAL CENTER OF WASHINGTON COUNTY INC | ||||
| 391150165 | 3 | Yes (1) | $0 | $0 |
| AURORA HEALTH CARE NORTH INC | ||||
| 391211629 | 3 | Yes (1) | $0 | $0 |
| WEST ALLIS MEMORIAL HOSPITAL INC | ||||
| 391022464 | 3 | Yes (1) | $0 | $0 |
| AURORA FAMILY SERVICE INC | ||||
| 390806174 | 10 | Yes (1) | $0 | $0 |
| AURORA MEDICAL CENTER OF OSHKOSH INC | ||||
| 391027676 | 3 | Yes (1) | $0 | $0 |
| AURORA MEDICAL GROUP INC | ||||
| 391678306 | 3 | Yes (1) | $0 | $0 |
| AURORA ADVANCED HEALTHCARE INC | ||||
| 391595302 | 3 | Yes (1) | $0 | $0 |
| AMG ILLINOIS LTD | ||||
| 264041287 | 3 | Yes (1) | $0 | $0 |
| AURORA MEDICAL CENTER GRAFTON LLC | ||||
| 272953799 | 3 | Yes (1) | $0 | $0 |
| AURORA MEDICAL CENTER BAY AREA INC | ||||
| 391528430 | 3 | Yes (1) | $0 | $0 |
| KRADWELL SCHOOL INC | ||||
| 261516765 | 2 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 36 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION C, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ADVOCATE AURORA HEALTH, INC. ("AAH"), AND ATRIUM HEALTH, INC., ("AHI") ARE THE MEMBERS OF ADVOCATE HEALTH. ADVOCATE HEALTH WILL ACT THROUGH A GOVERNANCE FRAMEWORK THAT VESTS SUPERVISION AND MANAGEMENT OF ADVOCATE HEALTH IN THE SAME PERSONS WHO ULTIMATELY SUPERVISE AND MANAGE THE SUPPORTED ORGANIZATIONS AS REQUIRED FOR TYPE 2 SUPPORTING ORGANIZATION STATUS. SEE TREAS. REG. 1.509(A)-4(H). THIS STRUCTURE WILL ENSURE THAT ADVOCATE HEALTH IS RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF ITS SUPPORTED ORGANIZATIONS, AND IT WILL ALLOW THE SYSTEM TO FUNCTION AS AN INTEGRATED ORGANIZATION. ADVOCATE HEALTH'S GOVERNANCE FRAMEWORK ARISES FROM THE TERMS OF A MASTER AGREEMENT AND A JOINT OPERATING AGREEMENT (JOA) BY AND AMONG AAH, AHI AND ADVOCATE HEALTH. PURSUANT TO THE TERMS OF THESE AGREEMENTS, AAH AND AHI, BY AND ON BEHALF OF THE SUPPORTED ORGANIZATIONS, HAVE BROADLY DELEGATED TO ADVOCATE HEALTH THE AUTHORITY TO SUPERVISE AND MANAGE THE SUPPORTED ORGANIZATIONS. THIS BROAD DELEGATION OF AUTHORITY IS DESIGNED TO INTEGRATE THE SUPPORTED ORGANIZATIONS INTO ADVOCATE HEALTH, SO THAT, COLLECTIVELY, ADVOCATE HEALTH AND ITS SUPPORTED ORGANIZATIONS OPERATE AS AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM. THE JOINT OPERATING AGREEMENT EMPHASIZES THE IMPORTANCE OF VESTING COMMON SUPERVISION AND MANAGEMENT OVER ADVOCATE HEALTH AND THE SUPPORTED ORGANIZATIONS IN THE ADVOCATE HEALTH BOARD OF DIRECTORS (THE "BOARD"). FOR EXAMPLE, THE JOA PROVIDES THAT THE BOARD SERVES IN A FIDUCIARY CAPACITY WITH RESPECT TO ADVOCATE HEALTH AND THE SUPPORTED ORGANIZATIONS AS A WHOLE, AND AS SUCH, THE BOARD IS PRIMARILY CHARGED WITH ADVANCING THE COLLECTIVE INTERESTS OF ADVOCATE HEALTH AND THE SUPPORTED ORGANIZATIONS. | ExplanationTxt |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |