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MERIDIAN HOSPICE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MERIDIAN HOSPICE (EIN 36-3158667)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203209349301400
Schema version
2021v4.2
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)
Return2022-11-15T23:23:06-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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 Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL HALVERSONPersonNm
Person TitleVP TAX & ACCTG SVCSPersonTitleTxt
Phone6305729393PhoneNum
Signature2022-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRACHELPersonFirstNm
Person LastHALVERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDENISE M KEEFEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,043,303GrossReceiptsAmt
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 Employee212TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,961,135PYContributionsGrantsAmt
CY Contributions Grants$212,769CYContributionsGrantsAmt
PY Program Service Revenue$32,344,829PYProgramServiceRevenueAmt
CY Program Service Revenue$31,608,088CYProgramServiceRevenueAmt
PY Investment Income$1,401,540PYInvestmentIncomeAmt
CY Investment Income$3,220,308CYInvestmentIncomeAmt
PY Other Revenue$106,086PYOtherRevenueAmt
CY Other Revenue$2,138CYOtherRevenueAmt
PY Total Revenue$35,813,590PYTotalRevenueAmt
CY Total Revenue$35,043,303CYTotalRevenueAmt
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$14,605,345PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,128,256CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,838,533PYOtherExpensesAmt
CY Other Expenses$14,325,383CYOtherExpensesAmt
PY Total Expenses$28,443,878PYTotalExpensesAmt
CY Total Expenses$28,453,639CYTotalExpensesAmt
PY Revenues Less Expenses$7,369,712PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,589,664CYRevenuesLessExpensesAmt
Total Assets BOY$36,581,718TotalAssetsBOYAmt
Total Assets EOY$42,738,076TotalAssetsEOYAmt
Total Liabilities BOY$5,406,608TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,973,302TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,175,110NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$37,764,774NetAssetsOrFundBalancesEOYAmt
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$22,331,767ExpenseAmt
Revenue$31,610,226RevenueAmt
DescMERIDIAN HOSPICE PROVIDES:- END OF LIFE CARE FOUNDATIONS PAY FOR CERTAIN THERAPIES.- FREE & SUBSIDIZED CARE- CARE TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST- UNREIMBURSED SERVICES SUCH AS GRIEF COUNSELING; MUSIC, PET & MASSAGE THERAPY AND CHAPLAINS- FINANCIAL & OTHER ASSISTANCE TO PATIENTS- PROVIDED 136,437 DAYS OF CARE DURING 2021. THE DAYS OF CARE CONSISTED OF 130,258 DAYS OF ROUTINE IN-HOME CARE, 6,161 DAYS OF INPATIENT CARE AT HOSPITALS AND NURSING HOMES, AND 18 DAYS OF CONTINUOUS CARE.Desc
Total Program Service Expenses$22,331,767TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
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 Document82IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee212EmployeeCnt
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 Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 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$967,389$132,454
TIMOTHY LINEBERRY MD
DIRECTOR1.0055.00Yes (X)$0$933,904$118,425
SCOTT POWDER
DIRECTOR1.0055.00Yes (X)$0$1,232,481$162,237
KAREN LAMBERT
DIRECTOR1.0055.00Yes (X)$0$1,151,878$146,548
DONALD CALCAGNO
DIRECTOR1.0055.00Yes (X)$0$945,446$113,575
MARY BETH KINGSTON
DIRECTOR1.0055.00Yes (X)$0$1,214,828$128,671
WILLIAM P SANTULLI
DIRECTOR1.0055.00Yes (X)$0$3,018,499$294,721
DENNIS POTTS
DIRECTOR1.0055.00Yes (X)$0$1,647,139$158,118
MARY MATTHEWS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$309,702$48,191
SHELLY HART
ASSISTANT SECRETARY1.0055.00Yes (X)$0$826,889$110,451
MICHAEL KERNS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$566,357$105,397
STEVE HUSER
ASSISTANT TREASURER1.0055.00Yes (X)$0$508,637$74,951
NAN NELSON
ASSISTANT TREASURER1.0055.00Yes (X)$0$936,331$116,456
MICHAEL VOLANTE
ASSISTANT TREASURER1.0055.00Yes (X)$0$248,303$44,335
ROBIN STOEN
ASSISTANT TREASURER1.0055.00Yes (X)$0$249,469$28,149
JAMES DOHENY
ASSISTANT TREASURER1.0055.00Yes (X)$0$647,980$105,328
MICHAEL GREBE
SECRETARY1.0055.00Yes (X)$0$1,306,947$125,203
DOMINIC J NAKIS
TREASURER1.0055.00Yes (X)$0$2,244,008$226,707
DOMINICA TALLARICO
VICE PRESIDENT1.0055.00Yes (X)$0$1,359,591$165,158
CARRIE DONOVAN
VICE PRESIDENT1.0055.00Yes (X)$0$553,165$87,136
HUGH ROBINSON
VP FINANCIAL OPERATIONS1.0055.00Yes (X)$244,096$0$38,470
AMY SCHEU
VP PALLIATIVE CARE & HOSPICE55.000.00Yes (X)$241,652$0$22,766
REBECCA MILLER
DIR HOSPICE OPS55.000.00$153,747$0$1,759Yes (X)
PAMELA FURMANEK
HOSPICE CLINICAL DIRECTOR55.000.00$139,929$0$13,191Yes (X)
CHERRY SIMON
MANAGER CLINIC SERVICES55.000.00$118,354$0$12,565Yes (X)
KATHLEEN QUINN
MANAGER CLINIC SERVICES55.000.00$119,529$0$18,003Yes (X)
CHRISTINE SWIDERSKI
SUPV CLIN OPS55.000.00$119,241$0$12,416Yes (X)
CARRIE NELSON MD
FORMER DIRECTOR0.0055.00$0$838,376$107,927Yes (X)
COLLEEN KANNADAY
FORMER DIRECTOR0.000.00$0$197,041$0Yes (X)
MICHAEL PREODOR MD
FORMER DIRECTOR0.000.00$0$14,428$433Yes (X)
TINA ESPOSITO
FORMER DIRECTOR0.0055.00$0$410,845$72,520Yes (X)
MICHAEL MALONE MD
FORMER DIRECTOR0.0055.00$0$326,390$30,948Yes (X)
MEGHAN WOLTMAN
FORMER DIRECTOR0.0055.00$0$448,456$59,604Yes (X)
RICHARD HEIM
FORMER DIRECTOR0.0055.00$0$896,389$111,487Yes (X)
KEVIN MCCUNE MD
FORMER DIRECTOR0.0055.00$0$858,834$29,239Yes (X)
VINCENT BUFALINO MD
FORMER DIRECTOR0.0055.00$0$1,430,641$166,670Yes (X)
MICHAEL LAPPIN
FORMER OFFICER0.000.00$0$2,323,826$33,021Yes (X)
JAMES SLINKMAN
FORMER OFFICER0.0055.00$0$501,592$101,715Yes (X)
LESLIE LENZO
FORMER OFFICER0.0055.00$0$946,460$108,919Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,136,548TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$30,062,221TotReportableCompRltdOrgAmt
Total Other Compensation$3,433,864TotalOtherCompensationAmt
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

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ONEPOINT PATIENT CARE LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13006 S PRIEST DRAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85282ZIPCd
FieldValueIRS element (for citing)
ServicesHOSPICE SERVICESServicesDesc
Compensation$941,616CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$20,043RelatedOrganizationsAmt
Government Grants$192,726GovernmentGrantsAmt
Total Contributions$212,769TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE/MEDICAID623990$30,295,547$30,295,547
BLUE CROSS/MGD CARE623990$1,141,135$1,141,135
OTHER/COMMERCIAL PAYOR623990$171,406$171,406
FieldValueIRS element (for citing)
Total Program Service Revenue$31,608,088TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,220,308TotalRevenueColumnAmt
Exclusion$3,220,308ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$2,138TotalRevenueColumnAmt
Related Or Exempt Func Income$2,138RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,138OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,043,303TotalRevenueColumnAmt
Related Or Exempt Func Income$31,610,226RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,220,308ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$734,051TotalAmt
Program Services$734,051ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,850,866TotalAmt
Program Services$8,924,349ProgramServicesAmt
Management And General$1,926,517ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$233,952TotalAmt
Program Services$233,952ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,547,038TotalAmt
Program Services$1,440,713ProgramServicesAmt
Management And General$106,325ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$762,349TotalAmt
Program Services$655,439ProgramServicesAmt
Management And General$106,910ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,912TotalAmt
Management And General$15,912ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,567,714TotalAmt
Management And General$3,567,714ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$169,207TotalAmt
Program Services$118,882ProgramServicesAmt
Management And General$50,325ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,734TotalAmt
Program Services$1,093ProgramServicesAmt
Management And General$2,641ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$256,237TotalAmt
Management And General$256,237ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$475,601TotalAmt
Program Services$465,055ProgramServicesAmt
Management And General$10,546ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$580TotalAmt
Management And General$580ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,740TotalAmt
Program Services$191ProgramServicesAmt
Management And General$7,549ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$345,444TotalAmt
Program Services$345,444ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER INTERCOMPANY$4,671,353$4,671,353
OTHER$2,970,302$2,970,072$230
MEDICAL SUPPLIES$1,538,125$1,537,904$221
BAD DEBT$198,206$198,206

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$105,228TotalAmt
Program Services$35,063ProgramServicesAmt
Management And General$70,165ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,453,639TotalAmt
Program Services$22,331,767ProgramServicesAmt
Management And General$6,121,872ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,994,194BOYAmt
EOY$2,936,490EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,871,325BOYAmt
EOY$4,069,243EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$75,047LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$58,234LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,553BOYAmt
EOY$16,813EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,343,125BOYAmt
EOY$35,554,649EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$348,521BOYAmt
EOY$160,881EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,581,718BOYAmt
EOY$42,738,076EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,055,772BOYAmt
EOY$4,872,344EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$350,836BOYAmt
EOY$100,958EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,406,608BOYAmt
EOY$4,973,302EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,175,110BOYAmt
EOY$37,764,774EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,175,110BOYAmt
EOY$37,764,774EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,581,718BOYAmt
EOY$42,738,076EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,589,664ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
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$69,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,665CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,913CurrentTaxYearMinus1YearAmt
Current Tax Year$20,043CurrentTaxYearAmt
Total$154,926TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,174,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,012,470CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,391,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,450,915CurrentTaxYearMinus1YearAmt
Current Tax Year$31,610,226CurrentTaxYearAmt
Total$153,639,772TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,244,300CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,061,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,398,229CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,460,828CurrentTaxYearMinus1YearAmt
Current Tax Year$31,630,269CurrentTaxYearAmt
Total$153,794,698TotalAmt

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$153,794,698PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,182CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$214,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,405,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,401,540CurrentTaxYearMinus1YearAmt
Current Tax Year$3,220,308CurrentTaxYearAmt
Total$7,439,412TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,182CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$214,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,405,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,401,540CurrentTaxYearMinus1YearAmt
Current Tax Year$3,220,308CurrentTaxYearAmt
Total$7,439,412TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223CurrentTaxYearMinus4YearsAmt
Total$223TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,441,705CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,275,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,804,171CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,862,368CurrentTaxYearMinus1YearAmt
Current Tax Year$34,850,577CurrentTaxYearAmt
Total$161,234,333TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95390PublicSupportCY509Pct
Public Support PY5090.97140PublicSupportPY509Pct
Investment Income CY0.04610InvestmentIncomeCYPct
Investment Income PY0.02860InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 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$0OtherActivitiesAmt
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt

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$32,240DepreciationAmt
Book Value$14,842BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,965OtherCostOrOtherBasisAmt
Depreciation$25,994DepreciationAmt
Book Value$1,971BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,813TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Desc3RD PARTY SETTLEMENTSDesc
Amt$100,958Amt
FieldValueIRS element (for citing)
Total Liability$100,958TotalLiabilityAmt

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 (36 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$1,163,160$0$1,639,170$0$216,169$0$263,083$0$31,638$0$3,313,220$0$249,887
DOMINIC J NAKIS
TREASURER$0$864,811$0$1,204,184$0$175,013$0$204,758$0$21,949$0$2,470,715$0$186,174
MICHAEL LAPPIN
FORMER OFFICER$0$23,931$0$854,192$0$1,445,703$0$13,037$0$19,984$0$2,356,847$0$153,120
DENNIS POTTS
DIRECTOR$0$907,460$0$602,215$0$137,464$0$143,909$0$14,209$0$1,805,257$0$134,794
VINCENT BUFALINO MD
FORMER DIRECTOR$0$639,831$0$679,541$0$111,269$0$145,934$0$20,736$0$1,597,311$0$122,073
DOMINICA TALLARICO
VICE PRESIDENT$0$775,917$0$493,420$0$90,254$0$132,504$0$32,654$0$1,524,749$0$108,249
MICHAEL GREBE
SECRETARY$0$579,398$0$629,271$0$98,278$0$125,203$0$0$0$1,432,150$0$114,882
SCOTT POWDER
DIRECTOR$0$550,319$0$598,707$0$83,455$0$130,900$0$31,337$0$1,394,718$0$109,206
MARY BETH KINGSTON
DIRECTOR$0$531,815$0$570,462$0$112,551$0$121,612$0$7,059$0$1,343,499$0$104,389
KAREN LAMBERT
DIRECTOR$0$653,042$0$420,548$0$78,288$0$115,211$0$31,337$0$1,298,426$0$95,042
DENISE M KEEFE
CHAIRPERSON, PRESIDENT, DIRECTOR$0$548,432$0$351,920$0$67,037$0$103,765$0$28,689$0$1,099,843$0$75,905
DONALD CALCAGNO
DIRECTOR$0$546,271$0$341,352$0$57,823$0$81,585$0$31,990$0$1,059,021$0$78,340
LESLIE LENZO
FORMER OFFICER$0$607,211$0$277,229$0$62,020$0$106,034$0$2,885$0$1,055,379$0$83,830
NAN NELSON
ASSISTANT TREASURER$0$549,649$0$312,029$0$74,653$0$95,618$0$20,838$0$1,052,787$0$74,289
TIMOTHY LINEBERRY MD
DIRECTOR$0$632,192$0$236,644$0$65,068$0$98,093$0$20,332$0$1,052,329$0$80,325
RICHARD HEIM
FORMER DIRECTOR$0$464,748$0$346,824$0$84,817$0$92,857$0$18,630$0$1,007,876$0$84,817
CARRIE NELSON MD
FORMER DIRECTOR$0$545,420$0$217,164$0$75,792$0$78,624$0$29,303$0$946,303$0$119,748
SHELLY HART
ASSISTANT SECRETARY$0$528,722$0$236,452$0$61,715$0$90,344$0$20,107$0$937,340$0$73,931
KEVIN MCCUNE MD
FORMER DIRECTOR$0$22,638$0$204,315$0$631,881$0$3,533$0$25,706$0$888,073$0$81,601
JAMES DOHENY
ASSISTANT TREASURER$0$417,493$0$185,769$0$44,718$0$82,473$0$22,855$0$753,308$0$58,657
MICHAEL KERNS
ASSISTANT SECRETARY$0$365,228$0$161,534$0$39,595$0$75,911$0$29,486$0$671,754$0$51,345
CARRIE DONOVAN
VICE PRESIDENT$0$377,805$0$137,084$0$38,276$0$67,029$0$20,107$0$640,301$0$106,880
JAMES SLINKMAN
FORMER OFFICER$0$326,679$0$144,679$0$30,234$0$71,128$0$30,587$0$603,307$0$46,246
STEVE HUSER
ASSISTANT TREASURER$0$333,834$0$134,530$0$40,273$0$61,335$0$13,616$0$583,588$0$47,354
MEGHAN WOLTMAN
FORMER DIRECTOR$0$350,023$0$73,635$0$24,798$0$28,200$0$31,404$0$508,060$0$0
TINA ESPOSITO
FORMER DIRECTOR$0$270,642$0$106,499$0$33,704$0$44,313$0$28,207$0$483,365$0$59,822
MARY MATTHEWS
ASSISTANT SECRETARY$0$246,450$0$61,286$0$1,966$0$28,200$0$19,991$0$357,893$0$0
MICHAEL MALONE MD
FORMER DIRECTOR$0$279,420$0$35,348$0$11,622$0$17,250$0$13,698$0$357,338$0$0
MICHAEL VOLANTE
ASSISTANT TREASURER$0$205,862$0$51,114$0-$8,673$0$12,679$0$31,656$0$292,638$0$0
HUGH ROBINSON
VP FINANCIAL OPERATIONS$195,829$0$51,654$0-$3,387$0$7,424$0$31,046$0$282,566$0$0$0
ROBIN STOEN
ASSISTANT TREASURER$0$199,528$0$46,515$0$3,426$0$13,939$0$14,210$0$277,618$0$0
AMY SCHEU
VP PALLIATIVE CARE & HOSPICE$194,173$0$51,059$0-$3,580$0$7,346$0$15,420$0$264,418$0$0$0
COLLEEN KANNADAY
FORMER DIRECTOR$0$4,622$0$192,419$0$0$0$0$0$0$0$197,041$0$0
REBECCA MILLER
DIR HOSPICE OPS$122,951$0$30,750$0$46$0$1,093$0$666$0$155,506$0$0$0
PAMELA FURMANEK
HOSPICE CLINICAL DIRECTOR$124,991$0$16,061$0-$1,123$0$4,221$0$8,970$0$153,120$0$0$0
MICHAEL PREODOR MD
FORMER DIRECTOR$0$12,428$0$0$0$2,000$0$433$0$0$0$14,861$0$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 2021.
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 1,019,291. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,019,291. CONSULTING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,800. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,361. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,361. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,530,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,530,262.

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
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363297360FUNDRAISINGIL501(C)(3)LINE 7AHCN0
ADVOCATE CONDELL MEDICAL CENTER
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515262525968HEALTH CAREIL501(C)(3)LINE 3AHHC0
ADVOCATE HEALTH & HOSPITALS CORPORATION
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362169147HEALTH CAREIL501(C)(3)LINE 3AHCN0
ADVOCATE HEALTH CARE NETWORK
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362167779PARENT CORPIL501(C)(3)LINE 12C, III-FI0N/A
ADVOCATE NORTH SIDE HEALTH NETWORK
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363196629HEALTH CAREIL501(C)(3)LINE 3AHHC0
ADVOCATE SHERMAN HOSPITAL
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362167920HEALTH CAREIL501(C)(3)LINE 3AHCN0
MASONIC FAMILY HEALTH FOUNDATION
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515364397387FUNDRAISINGIL501(C)(3)LINE 12A, IMFHS0
EHS HOME HEALTH CARE SERVICE INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362913108HOME CAREIL501(C)(3)LINE 10AHHC0
ADVOCATE AURORA HEALTH INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515824184596SUPPORTING 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
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363315416HEALTH SERVICESILN/AC0
ADVOCATE HPN NFP
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515810893878HEALTH IMPRV MGMTILN/AC0
ADVOCATE INSURANCE SPC
980422925INSURANCEN/AC0878 WEST BAY ROAD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
DREYER CLINIC INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362690329MEDICAL SERVICESILN/AC0
EVANGELICAL SERVICES CORPORATION
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363208101MANAGEMENT SVCSILN/AC0
HIGH TECHNOLOGY INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363368224MEDICAL SERVICESILN/AC0
PARKSIDE CENTER CONDO ASSOCIATION
1175 WEST DEMPSTER STREETPARK RIDGEIL60068363452486PROPERTY MGMTILN/AC0
SHERMAN VENTURES INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515364292309HOLDING 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 TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EHS HOME HEALTH CARE SERVICE INC
K$497,619COST
EHS HOME HEALTH CARE SERVICE INC
M$2,841,650COST
EHS HOME HEALTH CARE SERVICE INC
P$470,000COST
EHS HOME HEALTH CARE SERVICE INC
Q$466,683COST
EHS HOME HEALTH CARE SERVICE INC
S$24,312COST
ADVOCATE CHARITABLE FOUNDATION
C$20,043COST
EHS HOME HEALTH CARE SERVICE INC
R$30,042COST