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MERIDIAN HOSPICE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MERIDIAN HOSPICE (EIN 36-3158667)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133209349300428
Schema version
2020v4.1
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)
Return2021-11-15T23:44:35-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt

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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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$35,813,590GrossReceiptsAmt
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 Employee232TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,665PYContributionsGrantsAmt
CY Contributions Grants$1,961,135CYContributionsGrantsAmt
PY Program Service Revenue$32,391,564PYProgramServiceRevenueAmt
CY Program Service Revenue$32,344,829CYProgramServiceRevenueAmt
PY Investment Income$2,405,942PYInvestmentIncomeAmt
CY Investment Income$1,401,540CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$106,086CYOtherRevenueAmt
PY Total Revenue$34,804,171PYTotalRevenueAmt
CY Total Revenue$35,813,590CYTotalRevenueAmt
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$13,904,762PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,605,345CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,968,371PYOtherExpensesAmt
CY Other Expenses$13,838,533CYOtherExpensesAmt
PY Total Expenses$28,873,133PYTotalExpensesAmt
CY Total Expenses$28,443,878CYTotalExpensesAmt
PY Revenues Less Expenses$5,931,038PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,369,712CYRevenuesLessExpensesAmt
Total Assets BOY$30,745,527TotalAssetsBOYAmt
Total Assets EOY$36,581,718TotalAssetsEOYAmt
Total Liabilities BOY$6,940,129TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,406,608TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,805,398NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,175,110NetAssetsOrFundBalancesEOYAmt
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$22,697,667ExpenseAmt
Revenue$32,450,915RevenueAmt
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 152,767 DAYS OF CARE DURING 2020. THE DAYS OF CARE CONSISTED OF 145,751 DAYS OF ROUTINE IN-HOME CARE, 6,976 DAYS OF INPATIENT CARE AT HOSPITALS AND NURSING HOMES, AND 40 DAYS OF CONTINUOUS CARE.Desc
Total Program Service Expenses$22,697,667TotalProgramServiceExpensesAmt
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 Document85IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee232EmployeeCnt
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 (36 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, DIR1.0055.00Yes (X)Yes (X)$0$839,666$117,242
DONALD CALCAGNO
DIRECTOR1.0055.00Yes (X)$0$867,186$117,700
SCOTT POWDER
DIRECTOR1.0055.00Yes (X)$0$1,115,868$153,106
WILLIAM P SANTULLI
DIRECTOR1.0055.00Yes (X)$0$2,706,183$293,486
KEVIN MCCUNE MD
DIRECTOR1.0055.00Yes (X)$0$813,658$36,317
MARY BETH KINGSTON
DIRECTOR1.0055.00Yes (X)$0$1,097,482$138,129
DENNIS POTTS
DIRECTOR1.0055.00Yes (X)$0$1,512,271$168,788
TIMOTHY LINEBERRY MD
DIRECTOR1.0055.00Yes (X)$0$802,993$115,603
MARY MATTHEWS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$312,476$29,054
AMY SCHEU
VP PALLIATIVE CARE & HOSPICE55.000.00Yes (X)$229,182$0$28,469
HUGH ROBINSON
VP FINANCIAL OPERATIONS1.0055.00Yes (X)$0$224,929$36,867
JAMES DOHENY
ASSISTANT TREASURER1.0055.00Yes (X)$0$600,229$93,283
MICHAEL KERNS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$524,766$90,542
MIKE LAPPIN
SECRETARY1.0055.00Yes (X)$0$1,579,916$188,398
DOMINIC J NAKIS
TREASURER1.0055.00Yes (X)$0$2,001,577$222,808
SHELLY HART
ASSISTANT SECRETARY1.0055.00Yes (X)$0$757,127$113,484
MICHAEL GREBE
ASSISTANT SECRETARY1.0055.00Yes (X)$0$1,181,024$131,982
JAMES SLINKMAN
ASSISTANT SECRETARY1.0055.00Yes (X)$0$465,570$85,939
NAN NELSON
ASSISTANT TREASURER1.0055.00Yes (X)$0$815,972$95,664
LESLIE LENZO
ASSISTANT TREASURER1.0055.00Yes (X)$0$906,168$103,790
STEVE HUSER
ASSISTANT TREASURER1.0055.00Yes (X)$0$476,618$81,094
REBECCA MILLER
DIR HOSPICE OPS55.000.00$172,545$0$6,499Yes (X)
SAMANTHA LYNCH
DIR HOSPICE OPS55.000.00$120,148$0$9,786Yes (X)
PAMELA FURMANEK
HOSPICE CLINICAL DIRECTOR55.000.00$129,757$0$12,213Yes (X)
CHRISTINE SWIDERSKI
RN LEAD55.000.00$108,765$0$12,100Yes (X)
KAREN LAMBERT
FORMER DIRECTOR0.0055.00$0$1,067,627$139,347Yes (X)
MEGHAN WOLTMAN
FORMER DIRECTOR0.0055.00$0$372,713$37,307Yes (X)
RICHARD HEIM
FORMER DIRECTOR0.0055.00$0$941,715$123,599Yes (X)
VINCENT BUFALINO MD
FORMER DIRECTOR0.0055.00$0$1,270,676$158,114Yes (X)
CARRIE NELSON MD
FORMER DIRECTOR0.0055.00$0$1,177,101$166,277Yes (X)
COLLEEN KANNADAY
FORMER DIRECTOR0.0055.00$0$1,054,794$21,270Yes (X)
MICHAEL PREODOR MD
FORMER DIRECTOR0.000.00$0$18,642$559Yes (X)
TINA ESPOSITO
FORMER DIRECTOR0.0055.00$0$581,936$95,722Yes (X)
MICHAEL MALONE MD
FORMER DIRECTOR0.0055.00$0$309,755$29,465Yes (X)
EARL J BARNES II
FORMER OFFICER0.000.00$0$291,951$37Yes (X)
SANDRA KRISCHAK
FORMER HIGHEST COMPENSATED55.000.00$113,027$0$14,399Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$873,424TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$26,688,589TotReportableCompRltdOrgAmt
Total Other Compensation$3,268,439TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
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 Line1STATESERV NETWORK SERVICESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 S ALMA SCHOOL RD STE 4000AddressLine1Txt
CityMESACityNm
State AbbreviationAZStateAbbreviationCd
ZIP85210ZIPCd
FieldValueIRS element (for citing)
ServicesHOSPICE SERVICESServicesDesc
Compensation$124,402CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$9,913RelatedOrganizationsAmt
Government Grants$1,951,222GovernmentGrantsAmt
Total Contributions$1,961,135TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE/MEDICAID623990$30,791,976$30,791,976
BLUE CROSS/MGD CARE623990$1,333,117$1,333,117
SELF PAY623990$219,736$219,736
FieldValueIRS element (for citing)
Total Program Service Revenue$32,344,829TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,401,540TotalRevenueColumnAmt
Exclusion$1,401,540ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$106,086TotalRevenueColumnAmt
Related Or Exempt Func Income$106,086RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$106,086OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,813,590TotalRevenueColumnAmt
Related Or Exempt Func Income$32,450,915RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,401,540ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$229,182TotalAmt
Program Services$229,182ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,719,952TotalAmt
Program Services$9,470,616ProgramServicesAmt
Management And General$2,249,336ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$285,389TotalAmt
Program Services$285,389ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,551,576TotalAmt
Program Services$1,460,965ProgramServicesAmt
Management And General$90,611ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$819,246TotalAmt
Program Services$685,361ProgramServicesAmt
Management And General$133,885ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,456TotalAmt
Management And General$15,456ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$3,165TotalAmt
Management And General$3,165ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,812,232TotalAmt
Management And General$2,812,232ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,969TotalAmt
Program Services$3,969ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$119,161TotalAmt
Program Services$67,994ProgramServicesAmt
Management And General$51,167ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,272TotalAmt
Program Services$5,348ProgramServicesAmt
Management And General-$3,076ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$274,157TotalAmt
Management And General$274,157ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$499,105TotalAmt
Program Services$479,025ProgramServicesAmt
Management And General$20,080ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,603TotalAmt
Program Services$2,306ProgramServicesAmt
Management And General$297ManagementAndGeneralAmt

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$174,309TotalAmt
Program Services$174,309ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER INTERCOMPANY$5,286,409$5,286,409
OTHER$2,969,009$2,968,973$36
MEDICAL SUPPLIES$1,653,147$1,652,426$721
MEMBERSHIP FEES$42,534$42,534

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$26,735TotalAmt
Program Services-$74,796ProgramServicesAmt
Management And General$48,061ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,443,878TotalAmt
Program Services$22,697,667ProgramServicesAmt
Management And General$5,746,211ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,113,971BOYAmt
EOY$9,994,194EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,145,954BOYAmt
EOY$3,871,325EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,370BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$104,582LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$80,029LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$32,293BOYAmt
EOY$24,553EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,958,238BOYAmt
EOY$22,343,125EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$477,701BOYAmt
EOY$348,521EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,745,527BOYAmt
EOY$36,581,718EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,902,125BOYAmt
EOY$5,055,772EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,004BOYAmt
EOY$350,836EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,940,129BOYAmt
EOY$5,406,608EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,805,398BOYAmt
EOY$31,175,110EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,805,398BOYAmt
EOY$31,175,110EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,745,527BOYAmt
EOY$36,581,718EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,369,712ReconcilationRevenueExpnssAmt
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$115,356CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,703CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,602CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,665CurrentTaxYearMinus1YearAmt
Current Tax Year$9,913CurrentTaxYearAmt
Total$250,239TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,540,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,174,597CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,012,470CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,391,564CurrentTaxYearMinus1YearAmt
Current Tax Year$32,450,915CurrentTaxYearAmt
Total$148,570,229TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,656,039CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,244,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,061,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,398,229CurrentTaxYearMinus1YearAmt
Current Tax Year$32,460,828CurrentTaxYearAmt
Total$148,820,468TotalAmt

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$148,820,468PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$169,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,405,942CurrentTaxYearMinus1YearAmt
Current Tax Year$1,401,540CurrentTaxYearAmt
Total$4,388,280TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$169,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,405,942CurrentTaxYearMinus1YearAmt
Current Tax Year$1,401,540CurrentTaxYearAmt
Total$4,388,280TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$223CurrentTaxYearMinus3YearsAmt
Total$223TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,825,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,441,705CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,275,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,804,171CurrentTaxYearMinus1YearAmt
Current Tax Year$33,862,368CurrentTaxYearAmt
Total$153,208,971TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97140PublicSupportCY509Pct
Public Support PY5090.97880PublicSupportPY509Pct
Investment Income CY0.02860InvestmentIncomeCYPct
Investment Income PY0.02120InvestmentIncomePYPct
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$3,165OtherActivitiesAmt
Total Lobbying Expenditures$3,165TotalLobbyingExpendituresAmt
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$26,355DepreciationAmt
Book Value$20,727BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,500OtherCostOrOtherBasisAmt
Depreciation$53,674DepreciationAmt
Book Value$3,826BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,553TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Desc3RD PARTY SETTLEMENTSDesc
Amt$350,836Amt
FieldValueIRS element (for citing)
Total Liability$350,836TotalLiabilityAmt

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$1,066,673$0$1,571,597$0$67,913$0$258,437$0$35,049$0$2,999,669$0$319,972
DOMINIC J NAKIS
TREASURER$0$788,017$0$1,151,310$0$62,250$0$194,724$0$28,084$0$2,224,385$0$245,312
MIKE LAPPIN
SECRETARY$0$721,806$0$816,406$0$41,704$0$170,220$0$18,178$0$1,768,314$0$292,557
DENNIS POTTS
DIRECTOR$0$866,812$0$597,127$0$48,332$0$156,169$0$12,619$0$1,681,059$0$257,727
VINCENT BUFALINO MD
FORMER DIRECTOR$0$581,376$0$639,567$0$49,733$0$130,623$0$27,491$0$1,428,790$0$166,903
CARRIE NELSON MD
FORMER DIRECTOR$0$527,280$0$203,897$0$445,924$0$128,298$0$37,979$0$1,343,378$0$69,879
MICHAEL GREBE
ASSISTANT SECRETARY$0$540,499$0$598,967$0$41,558$0$131,982$0$0$0$1,313,006$0$180,815
SCOTT POWDER
DIRECTOR$0$512,679$0$571,005$0$32,184$0$117,756$0$35,350$0$1,268,974$0$150,299
MARY BETH KINGSTON
DIRECTOR$0$488,679$0$526,794$0$82,009$0$125,764$0$12,365$0$1,235,611$0$181,066
KAREN LAMBERT
FORMER DIRECTOR$0$624,009$0$413,478$0$30,140$0$103,592$0$35,755$0$1,206,974$0$96,077
COLLEEN KANNADAY
FORMER DIRECTOR$0$249,634$0$770,827$0$34,333$0$8,550$0$12,720$0$1,076,064$0$72,333
RICHARD HEIM
FORMER DIRECTOR$0$567,012$0$346,433$0$28,270$0$93,367$0$30,232$0$1,065,314$0$83,362
LESLIE LENZO
ASSISTANT TREASURER$0$579,502$0$264,550$0$62,116$0$92,380$0$11,410$0$1,009,958$0$80,332
DONALD CALCAGNO
DIRECTOR$0$520,610$0$325,634$0$20,942$0$86,890$0$30,810$0$984,886$0$0
DENISE M KEEFE
CHAIRPERSON/PRESIDENT, DIR$0$524,049$0$282,894$0$32,723$0$84,455$0$32,787$0$956,908$0$68,606
TIMOTHY LINEBERRY MD
DIRECTOR$0$558,560$0$214,685$0$29,748$0$97,425$0$18,178$0$918,596$0$96,492
NAN NELSON
ASSISTANT TREASURER$0$482,832$0$295,537$0$37,603$0$95,664$0$0$0$911,636$0$145,573
SHELLY HART
ASSISTANT SECRETARY$0$503,641$0$221,328$0$32,158$0$95,306$0$18,178$0$870,611$0$91,432
KEVIN MCCUNE MD
DIRECTOR$0$494,513$0$296,331$0$22,814$0$8,550$0$27,767$0$849,975$0$0
JAMES DOHENY
ASSISTANT TREASURER$0$399,917$0$174,832$0$25,480$0$67,207$0$26,076$0$693,512$0$55,763
TINA ESPOSITO
FORMER DIRECTOR$0$259,078$0$97,070$0$225,788$0$68,372$0$27,350$0$677,658$0$34,032
MICHAEL KERNS
ASSISTANT SECRETARY$0$348,133$0$151,530$0$25,103$0$59,895$0$30,647$0$615,308$0$47,983
STEVE HUSER
ASSISTANT TREASURER$0$322,068$0$126,492$0$28,058$0$68,729$0$12,365$0$557,712$0$50,708
JAMES SLINKMAN
ASSISTANT SECRETARY$0$311,772$0$135,726$0$18,072$0$54,796$0$31,143$0$551,509$0$43,451
MEGHAN WOLTMAN
FORMER DIRECTOR$0$294,923$0$71,519$0$6,271$0$8,550$0$28,757$0$410,020$0$0
MARY MATTHEWS
ASSISTANT SECRETARY$0$241,764$0$59,277$0$11,435$0$8,550$0$20,504$0$341,530$0$0
MICHAEL MALONE MD
FORMER DIRECTOR$0$307,941$0$0$0$1,814$0$17,100$0$12,365$0$339,220$0$0
EARL J BARNES II
FORMER OFFICER$0$0$0$175,605$0$116,346$0$0$0$37$0$291,988$0$0
HUGH ROBINSON
VP FINANCIAL OPERATIONS$0$191,599$0$37,121$0-$3,791$0$6,859$0$30,008$0$261,796$0$0
AMY SCHEU
VP PALLIATIVE CARE & HOSPICE$189,515$0$36,773$0$2,894$0$6,782$0$21,687$0$257,651$0$0$0
REBECCA MILLER
DIR HOSPICE OPS$150,735$0$21,977$0-$167$0$5,175$0$1,324$0$179,044$0$0$0
SANDRA KRISCHAK
FORMER HIGHEST COMPENSATED$114,107$0$1,300$0-$2,380$0$3,508$0$10,891$0$127,426$0$0$0
MICHAEL PREODOR MD
FORMER DIRECTOR$0$18,642$0$0$0$0$0$559$0$0$0$19,201$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 4AEARL J. BARNES II, FORMER ASSISTANT SECRETARY, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $116,346, WHICH HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
SCHEDULE J, PART I, LINE 4BADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE, THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: KEVIN C MCCUNE $603
SCHEDULE J, PART I, LINE 7INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE 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 2019.
FORM 990, PART VI, SECTION A, LINE 2DESCRIPTION OF BUSINESS RELATIONSHIPS AS GAIL HASBROUCK, JAMES DOHENY, DENISE M. KEEFE, EARL BARNES, AND HUGH ROBINSON 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 PROVIDE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 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
SHERMAN WEST COURT
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515363725580NURSING CAREIL501(C)(3)LINE 10AHS0
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 Line1DMA 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 (13 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
BROMENN PHYSICIAN MANAGEMENT CORPORATION
3075 HIGHLAND PARKWAY STE 600DOWNERS GROVEIL60515371313150MEDICAL SERVICESILN/AC0
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 Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EHS HOME HEALTH CARE SERVICE INC
K$251,069COST
EHS HOME HEALTH CARE SERVICE INC
M$3,099,402COST
EHS HOME HEALTH CARE SERVICE INC
P$483,509COST
EHS HOME HEALTH CARE SERVICE INC
Q$384,805COST
EHS HOME HEALTH CARE SERVICE INC
S$6,210COST
ADVOCATE CHARITABLE FOUNDATION
C$9,913COST