2023-11-15T23:36:23-06:00 2022-12-31 990 2022-01-01 391442285 AURORA HEALTH CARE INC AURO PO BOX 341880 MILWAUKEE WI 532341880 RACHEL HALVERSON SVP CONTROLLER 2023-11-15 RACHEL HALVERSON XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MICHAEL GREBE PO BOX 341880 MILWAUKEE WI 532341880 141389254 0 X WWW.AURORAHEALTHCARE.ORG X 1983 WI AURORA HEALTH CARE IS AN INTEGRATED HEALTH CARE PROVIDER. 10 9 14891 5 140831489 0 130516 212562 650219453 97848640 -33454788 -3530469 49800686 44630685 666695867 139161418 0 0 0 0 759327615 804870316 0 0 0 -30894341 -454967709 728433274 349902607 -61737407 -210741189 4608404718 1533116943 6273237175 3458758889 -1664832457 -1925641946 X TO PROMOTE HEALTH, PREVENT ILLNESS, AND PROVIDE STATE-OF-THE ART DIAGNOSIS AND TREATMENT, TO IMPROVE THE QUALITY OF HEALTH CARE AND HEALTH OUTCOMES, AND TO PROVIDE SERVICES THAT ARE AFFORDABLE AND ACCESSIBLE. 0 0 176506111 138948855 AURORA HEALTH CARE, INC. AND ITS AFFILIATES (AURORA) CONSTITUTE AN INTEGRATED HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT EASTERN WISCONSIN, NORTHERN ILLINOIS, AND THE UPPER PENINSULA OF MICHIGAN. AURORA 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.AURORA HEALTH CARE, INC. (THE CORPORATION) IS A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION. THE CORPORATION IS THE PARENT CORPORATION OF A GROUP OF NONPROFIT AND FOR PROFIT CORPORATIONS AND OTHER ORGANIZATIONS THAT OWN AND OPERATE 14 ACUTE-CARE HOSPITAL CAMPUSES, ONE PSYCHIATRIC HOSPITAL, A NETWORK OF APPROXIMATELY 158 PHYSICIAN CLINIC FACILITIES, HOME HEALTH AGENCY, APPROXIMATELY 71 RETAIL PHARMACIES, AND OTHER HEALTH CARE AND RELATED SERVICE ORGANIZATIONS. 176506111 1 1 0 1 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 316 0 1 14891 1 0 0 CJ 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ADVOCATE HEALTH INC 4142991576 PO BOX 341880 MILWAUKEE WI 532341880 BILL WYMAN DIRECTOR 1.00 0.00 X 0 0 0 BRIANNE SAS-PEREZ DIRECTOR 1.00 55.00 X 0 8000 0 CARLO NEVICOSI DIRECTOR 1.00 0.00 X 0 0 0 JANET KREJCI DIRECTOR 1.00 55.00 X 0 8000 0 KRISTIN BLANCHARD STEARNS DIRECTOR 1.00 55.00 X 0 8000 0 MARCIA DRAME DIRECTOR 1.00 55.00 X 0 8000 0 MICHAEL MORGAN DIRECTOR 1.00 55.00 X 0 8000 0 NAN GARDETTO DIRECTOR, CHAIRPERSON 1.00 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KRADWELL SCHOOL INC 261516765 2 0 121819 0 VISITING NURSE ASSOCIATION OF WISCONSIN INC 390806180 10 1 7409182 0 WEST ALLIS MEMORIAL HOSPITAL INC 391022464 3 0 65064898 0 17 1125809161 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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. IN ADDITION, 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1 0 0 0 1 86141 0 0 86141 0 PART II-B, LINE 1: AURORA HEALTH CARE, INC. IS INVOLVED IN DIRECT AND INDIRECT POLITICAL LOBBYING ACTIVITIES RELATED TO ISSUES IMPACTING HEALTH CARE FINANCING, HEALTH CARE DELIVERY, AND COMMUNITY HEALTH INITIATIVES IN AN EFFORT TOWARD IMPROVEMENT OF HEALTH CARE IN WISCONSIN. 36668043 52923 -8033619 1052031 27635316 29896078 359640 7048773 636448 36668043 26981788 8207 3843301 937217 29896078 25081695 47416 3240290 1387613 26981788 28353095 117829 47329 3436558 25081695 0 1 1 50048438 50048438 410660130 108027836 302632294 52700243 28581635 24118608 260031594 201390341 58641253 132212229 110463031 21749198 457189791 221765444 C 221765444 INVESTMENTS AND INTEREST IN HEALTH CARE ENTITIESINVESTMENT IN HEALTH CARE EN 37850503 C INVESTMENT IN SUBSIDIARYINVESTMENT IN SUBSIDIARY 480550186 C 518400689 PREPAID EXPENSE OTHER AND MISC -737831 INTERCOMPANY ASSETS 618866094 INTERCOMPANY NOTES RECEIVABLE 5381784 OTHER NONCURRENT ASSETS 19847430 INTERCOMPANY NOTES RECEIVEABLE - CURRENT -5381784 INTERCOMPANY NOTES RECEIVABLE - NONCURRENT SENIOR HELPERS 59885253 697860946 PENSION LIABILITY 105334879 SELF INSURED LIABILITIES 267687063 LEASE LIABILITY 65685416 OTHER LONG-TERM LIABILITIES 16288333 454995691 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAMS AND SERVICES OFFERED BY AURORA HEALTH CARE, INC. AND ITS AFFILIATES. X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 DOMINIC NAKIS TREASURER 0 903852 0 1221060 0 179418 0 195217 0 19118 0 2518665 0 204758 DENNIS POTTS EVP REGION 0 965561 0 745299 0 132621 0 131720 0 24908 0 2000109 0 0 JEFFREY BAHR MD ASSISTANT SECRETARY 0 870502 0 796058 0 150476 0 138983 0 32395 0 1988414 0 0 RICHARD KLEIN FORMER KEY EMPLOYEE 0 726252 0 767123 0 127712 0 149764 0 14307 0 1785158 0 0 MICHAEL GREBE SECRETARY 0 601938 0 635238 0 101315 0 129806 0 2648 0 1470945 0 0 CRISTY GARCIA-THOMAS DIRECTOR, CHAIRPERSON 0 613601 0 550113 0 88842 0 117822 0 34330 0 1404708 0 0 MARY BETH KINGSTON FORMER KEY EMPLOYEE 0 562159 0 583355 0 100337 0 123231 0 15153 0 1384235 0 0 CARRIE KILLORAN PRESIDENT GREATER MILWAUKEE PSA 0 688159 0 340226 0 66691 0 103274 0 2648 0 1200998 0 0 JEFFREY DALEN-BARD PRESIDENT NORTH WI PSA 0 643528 0 358214 0 58893 0 97990 0 33205 0 1191830 0 0 NAN NELSON ASSISTANT TREASURER 0 633041 0 343233 0 72984 0 99317 0 24358 0 1172933 0 0 TIMOTHY LINEBERRY SVP BUSINESS DEVELOPMENT 0 666968 0 268440 0 62631 0 104974 0 27388 0 1130401 0 0 MICHAEL LAPPIN FORMER SECRETARY (12/31/2020) 0 0 0 284150 0 736664 0 0 0 15549 0 1036363 0 0 LESLIE LENZO FORMER ASSISTANT TREASURER 0 630040 0 274706 0 63501 0 29650 0 2648 0 1000545 0 106034 RACHELLE HART ASSISTANT SECRETARY 0 564637 0 241805 0 57885 0 93460 0 27099 0 984886 0 0 MARY FIELDS SVP CMO MEDICAL GROUP 0 546938 0 214602 0 56113 0 90451 0 11523 0 919627 0 0 JAMES DOHENY ASSISTANT TREASURER 0 430058 0 189033 0 45689 0 78993 0 24386 0 768159 0 82473 BARBARA BIGLER SYSTEM VP LAB SERVICES 205727 0 251511 0 239419 0 39183 0 6707 0 742547 0 0 0 MICHAEL KERNS ASSISTANT SECRETARY 0 379886 0 165167 0 41995 0 73386 0 25430 0 685864 0 75911 TITUS MUZI JR FORMER SVP MANAGED CARE STRATEGY 0 0 119104 0 500945 0 0 0 26823 0 646872 0 0 0 STEVE HUSER ASSISTANT TREASURER 0 350319 0 136123 0 37495 0 69926 0 21138 0 615001 0 0 JAMES SLINKMAN FORMER ASSISTANT SECRETARY 0 338966 0 147762 0 31274 0 68915 0 26531 0 613448 0 71128 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES ARE FOR BUSINESS CLUB MEMBERSHIPS, WHICH ARE STRICTLY RELATED FOR BUSINESS USE ONLY, PER COMPANY POLICY. PART I, LINE 1B IN A FEW, LIMITED INSTANCES, AURORA HAS ALLOWED DIRECTORS AND EXECUTIVES TO FLY FIRST-CLASS. FACTORS CONSIDERED IN MAKING A DECISION TO PERMIT FIRST-CLASS TRAVEL INCLUDE FLIGHT TIME, THE NEED TO COMPLETE WORK, AND THE NEED FOR SOME MEASURE OF PRIVACY FOR SUCH WORK AND RELATED COMMUNICATIONS. PART I, LINES 4A-B ADVOCATE 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 2021 AS FOLLOWS: DOMINIC NAKIS - $186,174 MICHAEL LAPPIN - $153,120 DENNIS POTTS - $134,794 MICHAEL GREBE - $114,882 JEFF DALEN-BARD - $77,864 STEVE HUSER - $47,354 CARRIE KILLORAN - $80,190 NANINE NELSON - $74,289 RACHELLE HART - $73,931 BARBARA BIGLER - $64,955 TIMOTHY LINEBERRY, MD - $80,325 TITUS MUZI, JR. - $84,979 LESLIE LENZO - $83,830 MARY FIELDS - $65,092 JAMES DOHENY - $58,657 MICHAEL KERNS - $51,345 JAMES SLINKMAN - $46,246 THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2021 THAT HAS BEEN PROPERLY REPORTED ON SCHEDULE J, PART II: NICK TURKAL, MD GAIL HANSON MICHAEL BROPHY PRESTON SIMONS RACHEL ROLLER AMY RISLOV STEPHEN FRANCAVIGLIA JOHN FOLEY MICHAEL LAPPIN PART I, LINE 7 WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS. MARY BETH KINGSTON EMPLOYEE TUITION X 48932 0 1 1 ERIC DUDA FAMILY MEMBER - CARRIE DONOVAN 10786 EMPLOYMENT 0 ANDREW DONOVAN FAMILY MEMBER - CARRIE DONOVAN 261333 EMPLOYMENT 0 FRANKLIN OLSON FAMILY MEMBER - AMY BOHACHEK- OLSEN 25131 EMPLOYMENT 0 CAROL STEPHAN FAMILY MEMBER - RANDALL STEPHAN 116704 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. HEALTH CARE LEADERSHIP 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 15 THE FOLLOWING COMPENSATION REVIEW PROCESS WAS CONDUCTED IN 2022: ADVOCATE HEALTH INC'S CEO AND THE CEO'S EXECUTIVE LEADERSHIP TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE AH 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 19 THE ARTICLES OF INCORPORATION FOR AURORA HEALTH CARE, INC. ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. THE FINANCIAL STATEMENTS ARE ALSO ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 172,864,060. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,864,060. FORM 990, PART XI, LINE 9: EQUITY TRANSFERS AMONG AFFILIATES & CHANGE IN FOUNDATION EQUITY INTEREST. -54,803,299. BEGINNING BALANCE CONVERSION VARIANCE 2,268,357. 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