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ADVOCATE AURORA HEALTH INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ADVOCATE AURORA HEALTH INC (EIN 82-4184596)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223209349301202
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)
Return2022-11-15T23:14:59-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN824184596EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL HALVERSONPersonNm
Person TitleVP - TAX & ACCOUNTING SERVICESPersonTitleTxt
Phone4142991576PhoneNum
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 OfficerJAMES SKOGSBERGHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$73,418,612GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ADVOCATEAURORAHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionADVOCATE AURORA HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee91TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$56,307,682PYProgramServiceRevenueAmt
CY Program Service Revenue$73,302,084CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$116,528CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$56,307,682PYTotalRevenueAmt
CY Total Revenue$73,418,612CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,105CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$48,372,112PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$55,502,649CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,935,579PYOtherExpensesAmt
CY Other Expenses$17,904,858CYOtherExpensesAmt
PY Total Expenses$56,307,691PYTotalExpensesAmt
CY Total Expenses$73,418,612CYTotalExpensesAmt
PY Revenues Less Expenses-$9PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$20,473,111TotalAssetsBOYAmt
Total Assets EOY$50,322,454TotalAssetsEOYAmt
Total Liabilities BOY$20,473,125TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,322,468TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$14NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$14NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE AND IMPROVE THE QUALITY AND EXPAND THE SCOPE AND ACCESSIBILITY OF AFFORDABLE HEALTH CARE AND HEALTH-CARE RELATED SERVICES FOR THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$56,061,926ExpenseAmt
Grant$11,105GrantAmt
Revenue$73,418,612RevenueAmt
DescADVOCATE AURORA HEALTH, INC. AND ITS AFFILIATES (AAH) CONSTITUTE AN INTEGRATED HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT ILLINOIS, EASTERN WISCONSIN, AND THE UPPER PENINSULA OF MICHIGAN. AAH PROVIDES A VARIETY OF HEALTH CARE RELATED ACTIVITIES, EDUCATION, PHILANTHROPIC, MEDICAL RESEARCH AND OTHER BENEFITS TO THE COMMUNITIES IN WHICH THEY OPERATE. HEALTH CARE SERVICES INCLUDE PRIMARY AND SPECIALTY CARE, PHARMACIES, BEHAVIORAL HEALTH CARE, EMERGENCY CARE, REHABILITATION, HOME CARE, AND END-OF-LIFE CARE.Desc
Total Program Service Expenses$56,061,926TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document89IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee91EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
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)
Phone4142991576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHELLE BAKER RICHARDSON
CHAIR ELECT, DIRECTOR1.001.00Yes (X)Yes (X)$126,333$0$0
JOHN DANIELS JD
CHAIR, DIRECTOR1.000.00Yes (X)Yes (X)$126,667$0$0
CHARLES HARVEY
DIRECTOR1.000.00Yes (X)$103,333$0$0
RICHARD WEISS
DIRECTOR1.000.00Yes (X)$80,000$0$0
THOMAS BOLGER
DIRECTOR1.000.00Yes (X)$103,333$0$0
JOANNE BAUER
DIRECTOR1.000.00Yes (X)$80,000$0$0
MARK HARRIS JD
DIRECTOR1.001.00Yes (X)$88,000$0$0
JOANNE DISCH PHD RN
DIRECTOR1.000.00Yes (X)$80,000$0$0
JOHN TIMMER
DIRECTOR1.001.00Yes (X)$111,333$0$0
LYNN CRUMP-CAINE
DIRECTOR1.001.00Yes (X)$111,333$0$0
RICHARD JAKLE
DIRECTOR1.001.00Yes (X)$111,333$7,200$0
DAVID ANDERSON JD
DIRECTOR1.001.00Yes (X)$111,333$0$0
JAMES SKOGSBERGH
PRESIDENT, CEO55.001.00Yes (X)Yes (X)$7,127,827$0$610,659
MICHAEL GREBE
SECRETARY55.001.00Yes (X)$1,306,947$0$125,203
DOMINIC NAKIS
TREASURER55.001.00Yes (X)$2,244,008$0$226,707
VINCENT BUFALINO MD
CHIEF ADVOCATE MEDICAL GROUP OFFICER55.001.00$1,430,641$0$166,670Yes (X)
RICHARD KLEIN
CHIEF BUSINESS DEVELOPMENT OFFICER55.001.00$1,582,894$0$157,551Yes (X)
CRISTY GARCIA-THOMAS
CHIEF EXTERNAL AFFAIRS OFFICER55.001.00$1,116,191$0$131,139Yes (X)
KEVIN BRADY
CHIEF HUMAN RESOURCES OFFICER55.001.00$1,351,283$0$170,494Yes (X)
BARBARA BYRNE MD
CHIEF INFORMATION OFFICER55.001.00$1,416,407$0$166,902Yes (X)
KELLY JO GOLSON
CHIEF MARKETING OFFICER55.001.00$1,210,797$0$134,479Yes (X)
JEFF BAHR MD
CHIEF MEDICAL GROUP OFFICER55.001.00$2,334,185$0$252,332Yes (X)
GARY STUCK DO
CHIEF MEDICAL OFFICER, DIRECTOR40.000.00$1,353,386$0$168,916Yes (X)
MARY BETH KINGSTON MSN RN
CHIEF NURSING OFFICER55.001.00$1,214,828$0$128,671Yes (X)
REV KATHIE BENDER SCHWICH
CHIEF SPIRITUAL OFFICER55.001.00$688,796$0$171,051Yes (X)
SCOTT POWDER
CHIEF STRATEGY OFFICER55.001.00$1,232,481$0$162,237Yes (X)
WILLIAM SANTULLI
EXECUTIVE VICE PRESIDENT, COO55.001.00$3,018,499$0$294,721Yes (X)
JAMES SLINKMAN
SVP ASSOCIATE GENERAL COUN55.001.00$501,592$0$101,715Yes (X)
MICHELLE FRAZIER
SVP COMPLIANCE55.001.00$535,805$0$76,038Yes (X)
MICHAEL KERNS
SVP DEPUTY GENERAL COUNSEL55.001.00$566,357$0$105,397Yes (X)
SHELLY HART
SVP, GENERAL COUNSEL55.001.00$826,889$0$110,451Yes (X)
FRITZ VORLOP
SYSTEM VP, ASSOCIATE GENERAL COUNSEL55.001.00$620,509$0$91,494Yes (X)
NICK TURKAL MD
FORMER CO-CEO, DIRECTOR (7/31/2019)0.000.00$3,551,846$0$6,917Yes (X)
MICHAEL LAPPIN
FORMER CHIEF ADMIN OFFICER (12/31/2020)0.000.00$2,323,826$0$33,021Yes (X)
LEE SACKS MD
FORMER CHIEF MEDICAL OFFICER0.000.00$241,614$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$39,030,606TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,200TotReportableCompRltdOrgAmt
Total Other Compensation$3,592,765TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K28IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

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

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT SERVICESDesc
Business561499BusinessCd
Total Revenue Column$73,302,084TotalRevenueColumnAmt
Related Or Exempt Func Income$73,302,084RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$73,302,084TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$116,528TotalRevenueColumnAmt
Related Or Exempt Func Income$116,528RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,418,612TotalRevenueColumnAmt
Related Or Exempt Func Income$73,418,612RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,105TotalAmt
Program Services$11,105ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,800,393TotalAmt
Program Services$29,800,393ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$22,538,234TotalAmt
Program Services$22,538,234ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$711,732TotalAmt
Program Services$711,732ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,399,969TotalAmt
Program Services$1,399,969ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,052,321TotalAmt
Program Services$1,052,321ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,922,184TotalAmt
Management And General$15,922,184ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$22,500TotalAmt
Management And General$22,500ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,412,002TotalAmt
Management And General$1,412,002ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,709TotalAmt
Program Services$10,709ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total-$5,450,310TotalAmt
Program Services-$5,450,310ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$44,509TotalAmt
Program Services$44,509ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,699TotalAmt
Program Services$13,699ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$130,176TotalAmt
Program Services$130,176ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$116,047TotalAmt
Program Services$116,047ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,554TotalAmt
Program Services$1,554ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,994,892TotalAmt
Program Services$2,994,892ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OTHER$2,488,030$2,488,030
EMPLOYEE EXPENSES$75,028$75,028
REPAIRS AND MAINTENANCE$68,040$68,040
RELOCATION$55,798$55,798

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,418,612TotalAmt
Program Services$56,061,926ProgramServicesAmt
Management And General$17,356,686ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$8,455,089EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$30,801,927EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,780,265BOYAmt
EOY$1,783,896EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$666,174BOYAmt
EOY$770,594EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,084LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,136LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,948EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,026,672BOYAmt
EOY$8,500,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,473,111BOYAmt
EOY$50,322,454EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,473,125BOYAmt
EOY$50,322,468EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,473,125BOYAmt
EOY$50,322,468EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

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

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,473,111BOYAmt
EOY$50,322,454EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations23SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (23 entries)

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

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

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

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$22,500OtherActivitiesAmt
Total Lobbying Expenditures$22,500TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationSUPPLEMENTAL LOBBYING INFORMATION ADVOCATE AURORA HEALTH IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION. THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND IN CONGRESS ON LEGAL AND POLICY ISSUES THAT AFFECT HEALTHCARE INCLUDING QUALITY, AFFORDABILITY, PATIENT ACCESS, AND ACCREDITATION. A PORTION OF THE ANNUAL MEMBERSHIP DUES PAID TO THIS ORGANIZATION IS ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE HOSPITAL ALSO REIMBURSES ASSOCIATES FOR DUES AND EDUCATIONAL EXPENSES PAID TO VARIOUS PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE SHERMAN HOSPITAL ENDEAVORS TO IDENTIFY THE PORTION OF THESE DUES OR FEES ATTRIBUTABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,084OtherCostOrOtherBasisAmt
Depreciation$20,136DepreciationAmt
Book Value$10,948BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,948TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM ADVOCATEDesc
Book Value$8,500,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,500,000TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEADERSHIP GREATER CHICAGOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E WACKER DR STE 1220AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Recipient EIN363293207RecipientEIN
Cash Grant$10,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSUPPORT EXEMPT MISSIONPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES SKOGSBERGH
PRESIDENT, CEO$1,936,110$0$4,717,247$0$474,470$0$588,049$0$22,610$0$7,738,486$0$584,675$0
NICK TURKAL MD
FORMER CO-CEO, DIRECTOR (7/31/2019)-$2,000$0$0$0$3,553,846$0$0$0$6,917$0$3,558,763$0$0$0
WILLIAM SANTULLI
EXECUTIVE VICE PRESIDENT, COO$1,163,160$0$1,639,170$0$216,169$0$263,083$0$31,638$0$3,313,220$0$249,887$0
JEFF BAHR MD
CHIEF MEDICAL GROUP OFFICER$722,979$0$785,176$0$826,030$0$231,494$0$20,838$0$2,586,517$0$141,487$0
DOMINIC NAKIS
TREASURER$864,811$0$1,204,184$0$175,013$0$204,758$0$21,949$0$2,470,715$0$186,174$0
MICHAEL LAPPIN
FORMER CHIEF ADMIN OFFICER (12/31/20$23,931$0$854,192$0$1,445,703$0$13,037$0$19,984$0$2,356,847$0$153,120$0
RICHARD KLEIN
CHIEF BUSINESS DEVELOPMENT OFFICER$697,603$0$762,221$0$123,070$0$151,021$0$6,530$0$1,740,445$0$137,682$0
VINCENT BUFALINO MD
CHIEF ADVOCATE MEDICAL GROUP OFFICER$639,831$0$679,541$0$111,269$0$145,934$0$20,736$0$1,597,311$0$122,073$0
BARBARA BYRNE MD
CHIEF INFORMATION OFFICER$639,642$0$678,782$0$97,983$0$146,897$0$20,005$0$1,583,309$0$122,647$0
GARY STUCK DO
CHIEF MEDICAL OFFICER, DIRECTOR$648,789$0$605,607$0$98,990$0$147,538$0$21,378$0$1,522,302$0$117,596$0
KEVIN BRADY
CHIEF HUMAN RESOURCES OFFICER$598,445$0$655,328$0$97,510$0$139,519$0$30,975$0$1,521,777$0$118,362$0
MICHAEL GREBE
SECRETARY$579,398$0$629,271$0$98,278$0$125,203$0$0$0$1,432,150$0$114,882$0
SCOTT POWDER
CHIEF STRATEGY OFFICER$550,319$0$598,707$0$83,455$0$130,900$0$31,337$0$1,394,718$0$109,206$0
KELLY JO GOLSON
CHIEF MARKETING OFFICER$578,765$0$545,804$0$86,228$0$131,594$0$2,885$0$1,345,276$0$99,704$0
MARY BETH KINGSTON MSN RN
CHIEF NURSING OFFICER$531,815$0$570,462$0$112,551$0$121,612$0$7,059$0$1,343,499$0$104,389$0
CRISTY GARCIA-THOMAS
CHIEF EXTERNAL AFFAIRS OFFICER$488,193$0$541,364$0$86,634$0$110,424$0$20,715$0$1,247,330$0$99,092$0
SHELLY HART
SVP, GENERAL COUNSEL$528,722$0$236,452$0$61,715$0$90,344$0$20,107$0$937,340$0$73,931$0
REV KATHIE BENDER SCHWICH
CHIEF SPIRITUAL OFFICER$263,023$0$365,900$0$59,873$0$86,294$0$84,757$0$859,847$0$61,713$0
FRITZ VORLOP
SYSTEM VP, ASSOCIATE GENERAL COUNSEL$411,399$0$166,735$0$42,375$0$71,387$0$20,107$0$712,003$0$58,166$0
MICHAEL KERNS
SVP DEPUTY GENERAL COUNSEL$365,228$0$161,534$0$39,595$0$75,911$0$29,486$0$671,754$0$51,345$0
MICHELLE FRAZIER
SVP COMPLIANCE$348,023$0$154,870$0$32,912$0$63,181$0$12,857$0$611,843$0$49,299$0
JAMES SLINKMAN
SVP ASSOCIATE GENERAL COUN$326,679$0$144,679$0$30,234$0$71,128$0$30,587$0$603,307$0$46,246$0
LEE SACKS MD
FORMER CHIEF MEDICAL OFFICER$0$0$241,614$0$0$0$0$0$0$0$241,614$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2021 AS FOLLOWS: JAMES SKOGSBERGH - $584,675 WILLIAM SANTULLI - $249,887 DOMINIC NAKIS - $186,174 MICHAEL LAPPIN - $153,120 JEFF BAHR, MD - $141,487 RICHARD KLEIN - $137.683 VINCENT BUFFALINO - $122,073 MICHAEL GREBE - $114,882 BARBARA BYRNE - $122,647 KEVIN BRADY - $118,362 MARY BETH KINGSTON - $104,389 SCOTT POWDER - $109,206 CRISTY GARCIA-THOMAS - $99,092 KELLY JO GOLSON - $99,704 RACHELLE HART - $73,931 KATHIE BENDER SCHWICH - $61,713 MICHELLE FRAZIER - $49,299 MICHAEL KERNS - $51,345 JAMES SLINKMAN - $46,246 FRTIZ VORLOP - $58,166 GARY STUCK - $117,596 THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2021 THAT HAS BEEN PROPERLY REPORTED ON SCHEDULE J, PART II: NICK TURKAL, MD MICHAEL LAPPIN
PART I, LINE 7WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 2021 FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE AURORA HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE AURORA HEALTH, INC. BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ADVOCATE AURORA HEALTH'S COMPLIANCE DEPARTMENT REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED (E.G. RECUSAL FROM DECISION-MAKING OR UTILIZING ANOTHER METHOD OF NON-PARTICIPATION IN AN ACTIVITY).
FORM 990, PART VI, SECTION B, LINE 15THE FOLLOWING COMPENSATION REVIEW PROCESS WAS CONDUCTED IN 2021: ADVOCATE AURORA HEALTH'S CEO AND THE CEO'S EXECUTIVE LEADERSHIP TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE ADVOCATE AURORA HEALTH BOARD OF DIRECTORS, WHICH IS VESTED WITH BOARD-DELEGATED POWERS TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO COMPENSATION MATTERS IN REVIEWING AND ESTABLISHING COMPENSATION FOR THE CEO AND THE CEO'S EXECUTIVE TEAM. THE COMMITTEE USES A PROCESS WHICH IS INTENDED TO CREATE THE PRESUMPTION THAT PAYMENT OF COMPENSATION TO THESE PERSONS CONSTITUTES REASONABLE COMPENSATION, DEFINED AS AMOUNTS THAT ARE WITHIN THE RANGE OF COMPENSATION PAID TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. IN THIS PROCESS, NO MEMBER OF THE COMMITTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE IS PERMITTED TO PARTICIPATE IN THE REVIEW AND APPROVAL OF THAT COMPENSATION ARRANGEMENT. THE COMPENSATION COMMITTEE RETAINS AND CONSULTS WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO PREPARES A CUSTOMIZED MARKET-BASED ANALYSIS FOR THE COMMITTEE REGARDING AMOUNTS PAID TO SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. THE COMMITTEE USES THE MARKET-BASED ANALYSIS PROVIDED BY THE CONSULTANT, AND WHERE APPROPRIATE, PERFORMANCE REVIEW AND COMPENSATION RECOMMENDATIONS, TO ESTABLISH MARKET-BASED COMPENSATION FOR THE CEO AND THE CEO'S EXECUTIVE TEAM. AFTER MAKING ITS COMPENSATION DECISIONS, THE COMMITTEE DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN AHC'S WRITTEN OR ELECTRONIC BOOKS AND RECORDS. KEY EMPLOYEES AND ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVIEWED AND APPROVED BY THEIR LEADER ANNUALLY WITHIN MARKET-BASED GUIDELINES PRESCRIBED BY THE ORGANIZATION'S HUMAN RESOURCES FUNCTION. THESE MARKET-BASED GUIDELINES ARE ESTABLISHED USING APPLICABLE COMPARABILITY DATA AND SIMILAR COMPENSATION METRICS THAT ARE BASED ON SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. DOCUMENTATION AND RECORDKEEPING FOR THESE DELIBERATIONS AND DECISIONS ARE MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 19THE ARTICLES OF INCORPORATION FOR ADVOCATE AURORA HEALTH, INC. ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AURORA MEDICAL GROUP INC
3031 WEST MONTANA STREETMILWAUKEEWI53215391678306PHYSICIAN SERVICESWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE METRO INC
2900 WEST OKLAHOMA AVENUEMILWAUKEEWI53215390806181HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE CENTRAL INC
2636 EASTERN AVENUEPLYMOUTHWI53073390930748HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA PSYCHIATRIC HOSPITAL INC
1220 DEWEY AVENUEWAUWATOSAWI53213390872192HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA HEALTH CARE SOUTHERN LAKES INC
252 MCHENRY STREETBURLINGTONWI53105390806347HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA MEDICAL CENTER OF OSHKOSH INC
855 NORTH WESTHAVEN DRIVEOSHKOSHWI54904391027676HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE NORTH INCYes (1)
WEST ALLIS MEMORIAL HOSPITAL INC
8901 WEST LINCOLN AVENUEWEST ALLISWI53227391022464HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
KRADWELL SCHOOL INC
1220 DEWEY AVENUEWAUWATOSAWI53213261516765SCHOOLWI501(C)(3)LINE 3AURORA PSYCHIATRIC HOSPITAL INCYes (1)
AURORA MEDICAL CENTER WASHINGTON COUNTY INC
1032 EAST SUMNER STREETHARTFORDWI53027391150165HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391595302PHYSICIAN SERVICESWI501(C)(3)LINE 11AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE NORTH INC
5000 MEMORIAL DRIVETWO RIVERSWI54241391211629HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
VISITING NURSE ASSOCIATION OF WISCONSIN INC
11333 WEST NATIONAL AVENUEWEST ALLISWI53227390806180HOME CARE SERVICESWI501(C)(3)LINE 7AURORA HEALTH CARE INCYes (1)
AURORA FAMILY SERVICE INC
3200 HIGHLAND BOULEVARDMILWAUKEEWI53208390806174SOCIAL SERVICESWI501(C)(3)LINE 11AURORA HEALTH CARE INCYes (1)
AURORA UW ACADEMIC MEDICAL GROUP INC
1020 NORTH 12TH STREETMILWAUKEEWI53233391136738PHYSICIAN SERVICESWI501(C)(3)LINE 11AURORA MEDICAL GROUP INCYes (1)
AURORA HEALTH CARE FOUNDATION INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204396044569FUNDRAISINGWI501(C)(3)LINE 7AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204391442285SUPPORT SERVICESWI501(C)(3)LINE 12C, III-FI0N/A
AMG ILLINOIS LTD
3031 WEST MONTANA AVENUEMILWAUKEEWI53215264041287PHYSICIAN SERVICESIL501(C)(3)LINE 3AURORA MEDICAL GROUP INCYes (1)
AURORA MEDICAL CENTER GRAFTON LLC
975 PORT WASHINGTON ROADGRAFTONWI53024272953799HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
ADVOCATE HEALTH CARE NETWORK
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362167779SUPPORT SERVICESIL501(C)(3)LINE 12C, III-FI0N/A
ADVOCATE CONDELL MEDICAL CENTER
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515262525968HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH AND HOSPITALS CORPYes (1)
ADVOCATE HEALTH & HOSPITALS CORPORATION
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362169147HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH CARE NETWORKYes (1)
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363297360FUNDRAISINGIL501(C)(3)LINE 7ADVOCATE HEALTH CARE NETWORKYes (1)
EHS HOME HEALTH CARE SERVICE INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362913108HOME CAREIL501(C)(3)LINE 10ADVOCATE HEALTH AND HOSPITALS CORPYes (1)
MERIDIAN HOSPICE
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363158667HOSPICE CAREIL501(C)(3)LINE 10EHS HOME HEALTH CARE SERVICE INCYes (1)
MASONIC FAMILY HEALTH FOUNDATION INC
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515364397387FUNDRAISINGIL501(C)(3)LINE 12A, IMASONIC FAMILY HEALTH SERVICESYes (1)
ADVOCATE SHERMAN HOSPITAL
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515362167920HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH CARE NETWORKYes (1)
AURORA HEALTH CARE MEDICAL GROUP INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204474167075PHYSICIAN SERVICESWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
NORTH SHORE SURGICAL CENTER LTD
7007 RANGE LINE ROADGLENDALEWI53209391548024SURGICAL SERVICESWIADVANCED HEALTHCARE INCRELATED000.82350
BAYCARE AURORA LLC
750 WEST VIRGINIA STREETMILWAUKEEWI53204391947472HOSPITALWI00N/A
WAUKESHA PAIN CENTER LLC
4131 WEST LOOMIS ROAD SUITE 300GREENFIELDWI53221900928071PHYSICIAN SERVICESWI00N/A
AURORA GI ASC LLC
2801 WEST KK RIVER PARKWAY 1030MILWAUKEEWI53215461848055PHYSICIAN SERVICESWI00N/A
DREYER AMBULATORY SURGERY CENTER
2357 SEQUOIA DRIVEAURORAIL60506363890298MEDICAL SERVICESIL00N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
AURORA HEALTH CARE VENTURES INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204391513129HEALTH SERVICESWIN/AC0
AURORA HEALTH NETWORK INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204391817175INACTIVEWIN/AC0
AURORA PHARMACY INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204391733325RETAIL PHARMACYWIN/AC0
DIVERSIFIED CARE INC
4811 SOUTH 76TH STREETGREENFIELDWI53220391609054TEMPORARY STAFFING AGENCYWIN/AC0
AURORA RETAIL STORES INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204391722937INACTIVEWIN/AC0
ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391195501PHYSICIAN SERVICESWIN/AC0
NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS
750 WEST VIRGINIA STREETMILWAUKEEWI53204CONDO ASSOCIATIONWIN/AC0
ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204CONDO ASSOCIATIONWIN/AC0
AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204CONDO ASSOCIATIONWIN/AC0
AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOCIATION INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204CONDO ASSOCIATIONWIN/AC0
ADVOCATE HOME CARE PRODUCTS
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515363315416HEALTH SERVICESILN/AC0
EVANGELICAL SERVICES CORPORATION
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515363208101MANAGEMENT SERVICESILN/AC0
HIGH TECHNOLOGY INC
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515363368224MEDICAL SERVICESILN/AC0
DREYER CLINIC INC
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515362690329MEDICAL SERVICESILN/AC0
PARKSIDE CENTER CONDO ASSOCIATION
1775 WEST DEMPSTER STREETPARK RIDGEIL60068363452486PROPERTY MANAGEMENTILN/AC0
THE DELPHI GROUP IV INC
1425 N RANDALL ROADELGINIL60123364017279HEALTH COST MANAGEMENTILN/AC0
ADVOCATE HPN NFP
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515810893878HEALTH IMPROVEMENT MANAGEMENTILN/AC0
ADVOCATE INSURANCE SPC
980422925INSURANCEN/AC0878 W BAY RD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
ADVOCATE HEALTH PARTNERS
1701 WEST GOLF ROADROLLING MEADOWSIL60008364032117HEALTH CARE MANAGEMENTILN/AC0
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
1701 WEST GOLF ROADROLLING MEADOWSIL60008455498384HEALTH CARE MANAGEMENTILN/AC0
ADVOCATE PHYSICIAN PARTNERS RISK PURCH
1701 WEST GOLF ROADROLLING MEADOWSIL60008383914173GROUP MALPRACTICEILN/AC0
ADVOCATE AURORA ENTERPRISES INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204831836945FOR-PROFIT PARENT COMPANYWIN/AC0
NORTHSHORE HEALTH NETWORK INC
750 WEST VIRGINIA STREETMILWAUKEEWI53204271389366MANAGED CARE CONTRACTINGWIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

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