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MERIDIAN HOSPICE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MERIDIAN HOSPICE (EIN 36-3158667)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343209349300439
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)
EIN363158667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN HOSPICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERIBusinessNameControlTxt
Phone6305729393PhoneNum

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
Phone6305729393PhoneNum
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 OfficerDENISE M KEEFEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRIVEAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$31,293,881GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ADVOCATEHEALTH.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE COMPASSIONATE, COST EFFECTIVE CARE TO IMPROVE THE QUALITY OF LIFE FOR TERMINALLY ILL PATIENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee192TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$212,769PYContributionsGrantsAmt
CY Contributions Grants$27,011CYContributionsGrantsAmt
PY Program Service Revenue$31,608,088PYProgramServiceRevenueAmt
CY Program Service Revenue$31,264,828CYProgramServiceRevenueAmt
PY Investment Income$3,220,308PYInvestmentIncomeAmt
CY Investment Income$2,042CYInvestmentIncomeAmt
PY Other Revenue$2,138PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$35,043,303PYTotalRevenueAmt
CY Total Revenue$31,293,881CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,128,256PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,449,285CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,325,383PYOtherExpensesAmt
CY Other Expenses$17,645,586CYOtherExpensesAmt
PY Total Expenses$28,453,639PYTotalExpensesAmt
CY Total Expenses$32,094,871CYTotalExpensesAmt
PY Revenues Less Expenses$6,589,664PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$800,990CYRevenuesLessExpensesAmt
Total Assets BOY$42,738,076TotalAssetsBOYAmt
Total Assets EOY$45,937,450TotalAssetsEOYAmt
Total Liabilities BOY$4,973,302TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,973,666TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,764,774NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,963,784NetAssetsOrFundBalancesEOYAmt
MissionHOSPICE, THROUGH ITS TEAM OF CARE GIVERS, PROVIDES A PROGRAM OF COMPASSIONATE, COST EFFECTIVE CARE TO IMPROVE THE QUALITY OF LIFE FOR ITS TERMAINALLY ILL PATIENTS THROUGH A COMBINATION OF PAIN AND SYMPTOM MANAGEMENT AND SUPPORT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,569,616ExpenseAmt
Revenue$31,266,870RevenueAmt
DescADVOCATE HOSPICE PROVIDES: -- END OF LIFE CARE FOUNDATIONS PAY FOR CERTAIN THERAPIES -- FREE CARE AND SUBSIDIZED CARE -- CARE TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST -- UNREIMBURSED SERVICES SUCH AS GRIEF COUNSELING; MUSIC, PET AND MASSAGE THERAPY AND CHAPLAINS -- FINANCIAL AND OTHER ASSISTANCE TO PATIENTSMERIDIAN HOSPICE MADE 137,232 HOME CARE VISITS DURING 2022.THESE DAYS OF CARE CONSISTED OF 131,232 DAYS OF ROUTINE IN-HOME CARE, 6,080 DAYS OF INPATIENT CARE AT HOSPITALS AND NURSING HOMES, AND 0 DAYS OF CONTINUOUS CARE.Desc
Total Program Service Expenses$19,569,616TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
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 Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 Organizations0GrantsToOrganizationsInd
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 Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document71IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee192EmployeeCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATE AURORA HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6309296057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRIVEAddressLine1Txt
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 CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DENISE M KEEFE
CHAIRPERSON/PRESIDENT, DIRECTOR1.0055.00Yes (X)Yes (X)$0$1,072,816$135,562
DONALD CALCAGNO
DIRECTOR1.0055.00Yes (X)$0$972,956$109,213
SCOTT POWDER
DIRECTOR1.0055.00Yes (X)$0$1,262,393$152,424
WILLIAM P SANTULLI
DIRECTOR1.0055.00Yes (X)$0$3,046,462$273,298
MARY BETH KINGSTON
DIRECTOR1.0055.00Yes (X)$0$1,245,851$138,384
DENNIS POTTS
DIRECTOR1.0055.00Yes (X)$0$1,843,481$156,628
KAREN LAMBERT
DIRECTOR1.0055.00Yes (X)$0$1,206,986$144,939
TIMOTHY LINEBERRY MD
DIRECTOR1.0055.00Yes (X)$0$998,039$132,362
MARY MATTHEWS
ASSOC GENERAL COUNSEL1.0055.00Yes (X)$0$315,343$47,107
AMY SCHEU
VP, PALLIATIVE CARE & HOSPICE55.000.00Yes (X)$249,119$0$21,506
HUGH ROBINSON
VP, FINANCIAL OPERATIONS1.0055.00Yes (X)$0$253,184$39,892
JAMES DOHENY
ASSISTANT TREASURER1.0055.00Yes (X)$0$664,780$103,379
MICHAEL KERNS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$587,048$98,816
DOMINIC J NAKIS
TREASURER1.0055.00Yes (X)$0$2,304,330$214,335
RACHELLE HART
ASSISTANT SECRETARY1.0055.00Yes (X)$0$864,327$120,559
MICHAEL GREBE
SECRETARY AS OF JAN '211.0055.00Yes (X)$0$1,338,491$132,454
NANINE NELSON
ASSISTANT TREASURER1.0055.00Yes (X)$0$1,049,258$123,675
STEVE HUSER
ASSISTANT TREASURER1.0055.00Yes (X)$0$523,937$91,064
DOMINICA TALLARICO
VICE PRESIDENT1.0055.00Yes (X)$0$1,520,998$165,810
CARRIE DONOVAN
ASSISTANT TREASURER1.0055.00Yes (X)$0$575,844$108,096
ROBIN STOEN
ASSISTANT TREASURER1.0055.00Yes (X)$0$271,057$29,570
MICHAEL VOLANTE
ASSISTANT TREASURER1.0055.00Yes (X)$0$264,121$18,806
PAMELA FURMANEK
HOSPICE CLINICAL DIRECTOR55.000.00$165,313$0$14,248Yes (X)
CHRISTINE SWIDERSKI
SUPV CLIN OPS55.000.00$148,044$0$13,641Yes (X)
KATHLEEN QUINN
MANAGER CLINIC SERVICES55.000.00$137,459$0$23,704Yes (X)
BONNIE O'GUINN
EXEC DIR HOSPICE OPS55.000.00$165,770$0$19,830Yes (X)
YOLANDA EVANS
REGISTERD NURSE55.000.00$138,602$0$14,433Yes (X)
KEVIN MCCUNE MD
FORMER DIRECTOR0.000.00$0$300,619$52,577Yes (X)
MICHAEL MALONE MD
FORMER DIRECTOR0.000.00$0$331,240$28,361Yes (X)
MICHAEL LAPPIN
FORMER SECRETARY0.000.00$0$1,020,814$15,549Yes (X)
JAMES SLINKMAN
FORMER ASSISTANT SECRETARY0.000.00$0$518,002$95,446Yes (X)
LESLIE LENZO
FORMER ASSISTANT TREASURER0.000.00$0$968,247$32,298Yes (X)
CHERRY SIMON
MANAGER CLINIC SERVICES (FORMER HCE)55.000.00$136,261$0$13,914Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,140,568TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$25,320,624TotReportableCompRltdOrgAmt
Total Other Compensation$2,881,880TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
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
SNAPMEDTECH INC
1201 PEACHTREE ST NE BLDG 400 STE 1ATLANTAGA30361MEDICAL SERVICES$918,019
NURSENOW LLC
644 DUSSEL DRMAUMEEOH43537MEDICAL SERVICES$413,525
TRYBA PHYSICAL THERAPY GROUP
105 N HUBBARD STALGONQUINIL60102HEALTHCARE SERVICES$342,187
CHICAGO RIDGE SKILLED NURSING FACILITY L
10300 SOUTHWEST HWYCHICAGO RIDGEIL60415MEDICAL SERVICES$260,262
HCR MANORCARE INC
PO BOX 183261COLUMBUSOH43218HEALTHCARE SERVICES$183,103
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Related Organizations$27,011RelatedOrganizationsAmt
Total Contributions$27,011TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE/MEDICAID623990$30,609,001$30,609,001
BLUE CROSS/MGD CARE623990$655,795$655,795
OTHER/COMMERCIAL PAYOR623990$32$32
FieldValueIRS element (for citing)
Total Program Service Revenue$31,264,828TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,042TotalRevenueColumnAmt
Related Or Exempt Func Income$2,042RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,293,881TotalRevenueColumnAmt
Related Or Exempt Func Income$31,266,870RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$249,119TotalAmt
Program Services$249,119ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,431,026TotalAmt
Program Services$8,619,511ProgramServicesAmt
Management And General$2,811,515ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$270,452TotalAmt
Program Services$270,452ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,667,858TotalAmt
Program Services$1,343,703ProgramServicesAmt
Management And General$324,155ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$830,830TotalAmt
Program Services$664,784ProgramServicesAmt
Management And General$166,046ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,905TotalAmt
Management And General$5,905ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$123TotalAmt
Management And General$123ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,604,933TotalAmt
Management And General$8,604,933ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$248TotalAmt
Program Services$203ProgramServicesAmt
Management And General$45ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$142,122TotalAmt
Program Services$106,062ProgramServicesAmt
Management And General$36,060ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,684TotalAmt
Program Services$21,732ProgramServicesAmt
Management And General-$48ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$262,060TotalAmt
Program Services$262,060ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$510,146TotalAmt
Program Services$499,574ProgramServicesAmt
Management And General$10,572ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,104TotalAmt
Program Services$810ProgramServicesAmt
Management And General$4,294ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,899,360TotalAmt
Program Services$1,899,360ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,602TotalAmt
Program Services$7,602ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$553,930TotalAmt
Management And General$553,930ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER$2,616,935$2,609,745$7,190
MEDICAL SUPPLIES$1,698,856$1,698,856
OTHER INTERCOMPANY$1,291,405$1,291,405
MEMBERSHIP FEES$28,016$27,481$535

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$2,843TotalAmt
Program Services-$2,843ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,094,871TotalAmt
Program Services$19,569,616ProgramServicesAmt
Management And General$12,525,255ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,936,490BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$6,437,644EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,069,243BOYAmt
EOY$5,098,902EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$75,047LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$65,836LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,813BOYAmt
EOY$9,211EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,554,649BOYAmt
EOY$33,655,289EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$160,881BOYAmt
EOY$736,404EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,738,076BOYAmt
EOY$45,937,450EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,872,344BOYAmt
EOY$8,946,505EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100,958BOYAmt
EOY$27,161EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,973,302BOYAmt
EOY$8,973,666EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,764,774BOYAmt
EOY$36,963,784EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,764,774BOYAmt
EOY$36,963,784EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,738,076BOYAmt
EOY$45,937,450EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$800,990ReconcilationRevenueExpnssAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,913CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,043CurrentTaxYearMinus1YearAmt
Current Tax Year$27,011CurrentTaxYearAmt
Total$112,234TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,012,470CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,391,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,450,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,610,226CurrentTaxYearMinus1YearAmt
Current Tax Year$31,266,870CurrentTaxYearAmt
Total$157,732,045TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,061,072CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,398,229CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,460,828CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,630,269CurrentTaxYearMinus1YearAmt
Current Tax Year$31,293,881CurrentTaxYearAmt
Total$157,844,279TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$157,844,279PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$214,440CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,405,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,401,540CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,220,308CurrentTaxYearMinus1YearAmt
Current Tax Year$2,041CurrentTaxYearAmt
Total$7,244,271TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$214,440CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,405,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,401,540CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,220,308CurrentTaxYearMinus1YearAmt
Current Tax Year$2,041CurrentTaxYearAmt
Total$7,244,271TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,275,512CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,804,171CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,862,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,850,577CurrentTaxYearMinus1YearAmt
Current Tax Year$31,295,922CurrentTaxYearAmt
Total$165,088,550TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95610PublicSupportCY509Pct
Public Support PY5090.95390PublicSupportPY509Pct
Investment Income CY0.04390InvestmentIncomeCYPct
Investment Income PY0.04610InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$123OtherActivitiesAmt
Total Lobbying Expenditures$123TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationSUPPLEMENTAL LOBBYING INFORMATION MERIDIAN HOSPICE REIMBURSES VARIOUS ASSOCIATES FOR DUES PAID TO VARIOUS PROFESSIONAL ORGANIZATIONS AND ALSO FOR EDUCATIONAL EXPENSES PROVIDED BY PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. MERIDIAN HOSPICE ENDEAVORS TO IDENTIFY THE PORTION OF DUES OR FEES PAID TO THESE ORGANIZATIONS WHICH ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,082OtherCostOrOtherBasisAmt
Depreciation$38,126DepreciationAmt
Book Value$8,956BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,965OtherCostOrOtherBasisAmt
Depreciation$27,710DepreciationAmt
Book Value$255BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,211TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Desc3RD PARTY SETTLEMENTSDesc
Amt$27,161Amt
FieldValueIRS element (for citing)
Total Liability$27,161TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
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 (33 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
WILLIAM P SANTULLI
DIRECTOR$0$1,183,703$0$1,633,526$0$229,233$0$246,278$0$27,020$0$3,319,760$0$263,083
DOMINIC J NAKIS
TREASURER$0$903,852$0$1,221,060$0$179,418$0$195,217$0$19,118$0$2,518,665$0$204,758
DENNIS POTTS
DIRECTOR$0$965,561$0$745,299$0$132,621$0$131,720$0$24,908$0$2,000,109$0$0
DOMINICA TALLARICO
VICE PRESIDENT$0$802,182$0$623,368$0$95,448$0$132,605$0$33,205$0$1,686,808$0$132,504
MICHAEL GREBE
SECRETARY AS OF JAN '21$0$601,938$0$635,238$0$101,315$0$129,806$0$2,648$0$1,470,945$0$0
SCOTT POWDER
DIRECTOR$0$572,404$0$603,145$0$86,844$0$125,043$0$27,381$0$1,414,817$0$130,900
MARY BETH KINGSTON
DIRECTOR$0$562,159$0$583,355$0$100,337$0$123,231$0$15,153$0$1,384,235$0$0
KAREN LAMBERT
DIRECTOR$0$689,213$0$438,885$0$78,888$0$112,071$0$32,868$0$1,351,925$0$115,211
DENISE M KEEFE
CHAIRPERSON/PRESIDENT, DIRECTOR$0$641,375$0$356,092$0$75,349$0$105,568$0$29,994$0$1,208,378$0$103,765
NANINE NELSON
ASSISTANT TREASURER$0$633,041$0$343,233$0$72,984$0$99,317$0$24,358$0$1,172,933$0$0
TIMOTHY LINEBERRY MD
DIRECTOR$0$666,968$0$268,440$0$62,631$0$104,974$0$27,388$0$1,130,401$0$0
DONALD CALCAGNO
DIRECTOR$0$568,731$0$340,183$0$64,042$0$76,470$0$32,743$0$1,082,169$0$81,585
MICHAEL LAPPIN
FORMER SECRETARY$0$0$0$284,150$0$736,664$0$0$0$15,549$0$1,036,363$0$0
LESLIE LENZO
FORMER ASSISTANT TREASURER$0$630,040$0$274,706$0$63,501$0$29,650$0$2,648$0$1,000,545$0$106,034
RACHELLE HART
ASSISTANT SECRETARY$0$564,637$0$241,805$0$57,885$0$93,460$0$27,099$0$984,886$0$0
JAMES DOHENY
ASSISTANT TREASURER$0$430,058$0$189,033$0$45,689$0$78,993$0$24,386$0$768,159$0$82,473
MICHAEL KERNS
ASSISTANT SECRETARY$0$379,886$0$165,167$0$41,995$0$73,386$0$25,430$0$685,864$0$75,911
CARRIE DONOVAN
ASSISTANT TREASURER$0$398,775$0$147,392$0$29,677$0$75,228$0$32,868$0$683,940$0$0
STEVE HUSER
ASSISTANT TREASURER$0$350,319$0$136,123$0$37,495$0$69,926$0$21,138$0$615,001$0$0
JAMES SLINKMAN
FORMER ASSISTANT SECRETARY$0$338,966$0$147,762$0$31,274$0$68,915$0$26,531$0$613,448$0$71,128
MARY MATTHEWS
ASSOC GENERAL COUNSEL$0$253,499$0$59,624$0$2,220$0$29,650$0$17,457$0$362,450$0$28,200
MICHAEL MALONE MD
FORMER DIRECTOR$0$296,970$0$34,682$0-$412$0$9,150$0$19,211$0$359,601$0$0
KEVIN MCCUNE MD
FORMER DIRECTOR$0$115,389$0$33,736$0$151,494$0$23,690$0$28,887$0$353,196$0$3,533
ROBIN STOEN
ASSISTANT TREASURER$0$222,236$0$49,513$0-$692$0$8,152$0$21,418$0$300,627$0$0
HUGH ROBINSON
VP, FINANCIAL OPERATIONS$0$205,036$0$52,163$0-$4,015$0$7,716$0$32,176$0$293,076$0$7,424
MICHAEL VOLANTE
ASSISTANT TREASURER$0$212,211$0$49,794$0$2,116$0$15,887$0$2,919$0$282,927$0$12,679
AMY SCHEU
VP, PALLIATIVE CARE & HOSPICE$200,616$0$51,630$0-$3,127$0$7,567$0$13,939$0$270,625$0$7,346$0
BONNIE O'GUINN
EXEC DIR HOSPICE OPS$166,346$0$300$0-$876$0$9,981$0$9,849$0$185,600$0$0$0
PAMELA FURMANEK
HOSPICE CLINICAL DIRECTOR$150,039$0$16,568$0-$1,294$0$4,998$0$9,250$0$179,561$0$4,221$0
CHRISTINE SWIDERSKI
SUPV CLIN OPS$143,926$0$0$0$4,118$0$4,503$0$9,138$0$161,685$0$3,613$0
KATHLEEN QUINN
MANAGER CLINIC SERVICES$123,794$0$16,275$0-$2,610$0$4,257$0$19,447$0$161,163$0$3,666$0
YOLANDA EVANS
REGISTERD NURSE$133,323$0$0$0$5,279$0$4,244$0$10,189$0$153,035$0$3,588$0
CHERRY SIMON
MANAGER CLINIC SERVICES (FORMER HCE)$121,615$0$15,685$0-$1,039$0$4,164$0$9,750$0$150,175$0$3,595$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1AEXECUTIVE COMMITTEE THE BYLAWS PROVIDE THAT AN EXECUTIVE COMMITTEE MAY BE APPOINTED. HOWEVER NO EXECUTIVE COMMITTEE HAS BEEN FORMED NOR DID SUCH A COMMITTEE HOLD AUTHORITY AT ANY TIME DURING 2022.
FORM 990, PART VI, SECTION A, LINE 2DESCRIPTION OF BUSINESS RELATIONSHIPS AS JAMES DOHENY AND DENISE M. KEEFE ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990.
FORM 990, PART VI, SECTION A, LINE 6BYLAWS BYLAWS PROVIDED FOR CORPORATE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ABOARD OF DIRECTORS MERIDIAN HOSPICE HAS CORPORATE MEMBERS WHO ELECT ITS DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BRESERVE POWERS THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, EHS HOME HEALTH CARE SERVICE INC. (EIN: 36-2913108): THE AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION OR THE BYLAWS; THE MERGER, CONSOLIDATION, DISSOLUTION OR WINDING UP OF THE CORPORATION; THE CONTRACTING OF LOANS OR ISSUING OF EVIDENCES OF INDEBTEDNESS; THE MAKING OF INVESTMENTS; THE SALE OR PURCHASE BY, TRANSFER TO OR BY, OR LEASING TO OR BY THE CORPORATION, OF ASSETS WITH AN AGGREGATE VALUE IN EXCESS OF ONE HUNDRED FIFTY THOUSAND DOLLARS; THE PAYMENT OF A CLAIM OR SETTLEMENT IN EXCESS OF THREE MILLION DOLLARS; THE ADOPTION OF CAPITAL AND OPERATING BUDGETS; ANY OTHER MATTERS WHICH MAY BE SPECIFIED FROM TIME TO TIME BY THE CORPORATE MEMBER BY AMENDMENT TO THE BYLAWS; AND SUCH OTHER MATTERS AS MAY BE REQUIRED BY LAW TO BE SUBMITTED TO THE CORPORATE MEMBER, OR AS TO WHICH THE BOARD OF DIRECTORS DETERMINES BY RESOLUTION THAT SUCH SUBMISSION IS ADVISABLE.
FORM 990, PART VI, SECTION B, LINE 11BTAX PREPARATION PROCESS ADVOCATE'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE/CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTOR'S AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. AT THE NOVEMBER AUDIT COMMITTEE MEETING, THE VP OF FINANCE/CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER COORDINATED A REVIEW OF THE FORM 990 WITH COMMITTEE MEMBERS, AS THE AUDIT COMMITTEE IS THE COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH OVERSIGHT OF AUDIT AND TAX MATTERS. THE VP OF FINANCE/CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER RESPONDED TO THE AUDIT COMMITTEE MEMBERS' QUESTIONS AND PROVIDED THE OPPORTUNITY FOR DETAILED DISCUSSION OF THE FORM 990. THE CHANGES IDENTIFIED WERE INCORPORATED, AND THEN A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS "INTERESTED PERSONS"). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS AVAILABILITY THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: - DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC), - EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS). THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GTEMP HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,561,293. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,561,293. CONSULTING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 975. INPATIENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,255,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,255,200. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,768,564. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,768,564. OUTPATIENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,901. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,901.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DRIVEOAK BROOKIL60523363297360FUNDRAISINGIL501(C)(3)LINE 7AHCN0
ADVOCATE CONDELL MEDICAL CENTER
2025 WINDSOR DRIVEOAK BROOKIL60523262525968HEALTH CAREIL501(C)(3)LINE 3AHHC0
ADVOCATE HEALTH & HOSPITALS CORPORATION
2025 WINDSOR DRIVEOAK BROOKIL60523362169147HEALTH CAREIL501(C)(3)LINE 3AHCN0
ADVOCATE HEALTH CARE NETWORK
2025 WINDSOR DRIVEOAK BROOKIL60523362167779PARENT CORPIL501(C)(3)LINE 12C, III-FI0N/A
ADVOCATE NORTH SIDE HEALTH NETWORK
2025 WINDSOR DRIVEOAK BROOKIL60523363196629HEALTH CAREIL501(C)(3)LINE 3AHHC0
ADVOCATE SHERMAN HOSPITAL
2025 WINDSOR DRIVEOAK BROOKIL60523362167920HEALTH CAREIL501(C)(3)LINE 3AHCN0
MASONIC FAMILY HEALTH FOUNDATION
2025 WINDSOR DRIVEOAK BROOKIL60523364397387FUNDRAISINGIL501(C)(3)LINE 12A, IMFHS0
EHS HOME HEALTH CARE SERVICE INC
2025 WINDSOR DRIVEOAK BROOKIL60523362913108HOME CAREIL501(C)(3)LINE 10AHHC0
ADVOCATE AURORA HEALTH INC
2025 WINDSOR DRIVEOAK BROOKIL60523824184596SUPPORTING ORDE501(C)(3)LINE 12C, III-FI0N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1DREYER AMBULATORY SURGERY CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12357 SEQUOIA DRIVEAddressLine1Txt
CityAURORACityNm
State AbbreviationILStateAbbreviationCd
ZIP60506ZIPCd
FieldValueIRS element (for citing)
EIN363890298EIN
Primary ActivitiesMEDICAL SERVICESPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADVOCATE HOME CARE PRODUCTS INC
2025 WINDSOR DRIVEOAK BROOKIL60523363315416HEALTH SERVICESILN/AC0
ADVOCATE HPN NFP
2025 WINDSOR DRIVEOAK BROOKIL60523810893878HEALTH IMPRV MGMTILN/AC0
ADVOCATE INSURANCE SPC
980422925INSURANCEN/AC0878 WEST BAY ROAD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
DREYER CLINIC INC
2025 WINDSOR DRIVEOAK BROOKIL60523362690329MEDICAL SERVICESILN/AC0
EVANGELICAL SERVICES CORPORATION
2025 WINDSOR DRIVEOAK BROOKIL60523363208101MANAGEMENT SVCSILN/AC0
HIGH TECHNOLOGY INC
2025 WINDSOR DRIVEOAK BROOKIL60523363368224MEDICAL SERVICESILN/AC0
PARKSIDE CENTER CONDO ASSOCIATION
1175 WEST DEMPSTER STREETPARK RIDGEIL60068363452486PROPERTY MGMTILN/AC0
SHERMAN VENTURES INC
2025 WINDSOR DRIVEOAK BROOKIL60523364292309HOLDING COMPANYILN/AC0
THE DELPHI GROUP IV INC
1425 N RANDALL ROADELGINIL60123364017279HEALTH COST MGTILN/AC0
ADVOCATE HEALTH PARTNERS
1701 WEST GOLF ROADROLLING MEADOWSIL60008364032117HEALTH CARE MGMTILN/AC0
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
1701 WEST GOLF ROADROLLING MEADOWSIL60008455498384HEALTH CARE MGMTILN/AC0
ADVOCATE PHYSICIAN PRTNRS RISK PURCHASE
1701 WEST GOLF ROADROLLING MEADOWSIL60008383914173GROUP MALPRACTICEILN/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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EHS HOME HEALTH CARE SERVICE INC
KCOST
EHS HOME HEALTH CARE SERVICE INC
MCOST
EHS HOME HEALTH CARE SERVICE INC
PCOST
EHS HOME HEALTH CARE SERVICE INC
QCOST
EHS HOME HEALTH CARE SERVICE INC
SCOST
ADVOCATE CHARITABLE FOUNDATION
CCOST
EHS HOME HEALTH CARE SERVICE INC
RCOST