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MERIDIAN HOSPICE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MERIDIAN HOSPICE (EIN 36-3158667)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202023229349300212
Schema version
2019v5.1
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)
Return2020-11-16T23:58:00-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-16SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address168.235.1.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm19:21:38IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdFCC155BC2B49535202DA78C58BF465DC0A56730CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$34,804,171GrossReceiptsAmt
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 Employee223TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$48,602PYContributionsGrantsAmt
CY Contributions Grants$6,665CYContributionsGrantsAmt
PY Program Service Revenue$30,012,470PYProgramServiceRevenueAmt
CY Program Service Revenue$32,391,564CYProgramServiceRevenueAmt
PY Investment Income$460,193PYInvestmentIncomeAmt
CY Investment Income$2,405,942CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$30,521,265PYTotalRevenueAmt
CY Total Revenue$34,804,171CYTotalRevenueAmt
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$13,403,706PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,904,762CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,406,224PYOtherExpensesAmt
CY Other Expenses$14,968,371CYOtherExpensesAmt
PY Total Expenses$27,809,930PYTotalExpensesAmt
CY Total Expenses$28,873,133CYTotalExpensesAmt
PY Revenues Less Expenses$2,711,335PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,931,038CYRevenuesLessExpensesAmt
Total Assets BOY$22,579,710TotalAssetsBOYAmt
Total Assets EOY$30,745,527TotalAssetsEOYAmt
Total Liabilities BOY$4,705,348TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,940,129TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,874,362NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,805,398NetAssetsOrFundBalancesEOYAmt
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$21,300,177ExpenseAmt
Revenue$32,391,564RevenueAmt
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 -157,424 DAYS OF CARE DURING 2019. THE DAYS OF CARE CONSISTED OF 149,836 DAYS OF ROUTINE IN-HOME CARE, 7,452 DAYS OF INPATIENT CARE AT HOSPITALS AND NURSING HOMES, AND 136 DAYS OF CONTINUOUS CARE.Desc
Total Program Service Expenses$21,300,177TotalProgramServiceExpensesAmt
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 Document75IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee223EmployeeCnt
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 (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DENISE M KEEFE
CHAIRPERSON/PRESIDENT, DIRECTOR1.0055.00Yes (X)Yes (X)$0$758,654$44,790
DONALD CALCAGNO
DIRECTOR1.0055.00Yes (X)$0$1,263,461$47,925
SCOTT POWDER
DIRECTOR1.0055.00Yes (X)$0$1,488,375$50,716
WILLIAM P SANTULLI
DIRECTOR1.0055.00Yes (X)$0$3,389,096$49,894
KEVIN MCCUNE MD
DIRECTOR1.0055.00Yes (X)$0$705,742$51,417
MARY BETH KINGSTON
DIRECTOR1.0055.00Yes (X)$0$1,290,060$211,445
MICHAEL MALONE MD
DIRECTOR1.0055.00Yes (X)$0$313,027$34,579
DENNIS POTTS
DIRECTOR1.0055.00Yes (X)$0$1,915,492$292,306
MARY MATTHEWS
ASSISTANT SECRETARY, DIRECTOR1.0055.00Yes (X)$0$291,179$52,919
AMY SCHEU
VP PALLIATIVE CARE & HOSPICE55.00Yes (X)$207,179$0$34,428
HUGH ROBINSON
VP FINANCIAL OPERATIONS1.0055.00Yes (X)$0$204,871$41,760
JAMES DOHENY
ASSISTANT TREASURER1.0055.00Yes (X)$0$575,517$54,577
MICHAEL KERNS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$490,282$60,284
MIKE LAPPIN
SECRETARY1.0055.00Yes (X)$0$1,964,257$331,811
DOMINIC J NAKIS
TREASURER1.0055.00Yes (X)$0$2,542,698$53,130
SHELLY HART
ASSISTANT SECRETARY1.0055.00Yes (X)$0$702,837$132,786
MICHAEL GREBE
ASSISTANT SECRETARY1.0055.00Yes (X)$0$1,358,493$201,665
JAMES SLINKMAN
ASSISTANT SECRETARY1.0055.00Yes (X)$0$434,355$60,616
NAN NELSON
ASSISTANT TREASURER1.0055.00Yes (X)$0$1,072,348$167,410
LESLIE LENZO
ASSISTANT TREASURER1.0055.00Yes (X)$0$875,800$45,201
STEVE HUSER
ASSISTANT TREASURER1.0055.00Yes (X)$0$437,105$85,462
REBECCA MILLER
DIR HOSPICE OPS55.00$152,378$0$5,575Yes (X)
SAMANTHA LYNCH
DIR HOSPICE OPS55.00$122,918$0$13,028Yes (X)
PAMELA FURMANEK
HOSPICE CLINICAL DIRECTOR55.00$117,810$0$10,196Yes (X)
CHRISTINE SWIDERSKI
RN LEAD55.00$110,861$0$17,512Yes (X)
KAREN LAMBERT
FORMER DIRECTOR0.00$0$1,132,308$64,402Yes (X)
MEGHAN WOLTMAN
FORMER DIRECTOR0.00$0$633,223$48,778Yes (X)
RICHARD HEIM
FORMER DIRECTOR0.00$0$944,028$48,634Yes (X)
VINCENT BUFALINO MD
FORMER DIRECTOR0.00$0$1,689,703$53,312Yes (X)
EARL J BARNES II
FORMER OFFICER0.00$0$445,619$30,660Yes (X)
SANDRA KRISCHAK
FORMER HCE-RN - AFTER HOURS0.00$113,664$0$17,655Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$824,810TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$26,918,530TotReportableCompRltdOrgAmt
Total Other Compensation$2,414,873TotalOtherCompensationAmt
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 (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MAXIM HEALTHCARE SERVICES INC
1080 SAMUEL MORSE DRIVECOLUMBIAMD21046HEALTHCARE SERVICES$471,047
MSM HOME HEALTHCARE SOLUTIONS INC
18311 N CREEK DR SUITE JTINLEY PARKIL60477HEALTHCARE SERVICES$248,793
CRESTWOOD CARE CENTRE CO SYMPHONY POST-
7257 N LINCOLN AVENUELINCOLNWOODIL60712HEALTHCARE SERVICES$185,470
GENERATIONS HEALTH CARE NETWORK OAKTON P
1660 OAKTON PLACEDES PLAINESIL60018HEALTHCARE SERVICES$173,527
AERIE VENTURES LLC
1100 LAKE ST STE 130OAK PARKIL60301HEALTHCARE SERVICES$136,986
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Related Organizations$6,665RelatedOrganizationsAmt
Total Contributions$6,665TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE/MEDICAID623990$30,342,777$30,342,777
BLUE CROSS/MGD CARE623990$1,827,163$1,827,163
SELF PAY623990$169,289$169,289
OTHER/COMMERCIAL PAYOR623990$52,335$52,335
FieldValueIRS element (for citing)
Total Program Service Revenue$32,391,564TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,405,942TotalRevenueColumnAmt
Exclusion$2,405,942ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,804,171TotalRevenueColumnAmt
Related Or Exempt Func Income$32,391,564RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,405,942ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$207,179TotalAmt
Program Services$207,179ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,937,988TotalAmt
Program Services$9,025,741ProgramServicesAmt
Management And General$1,912,247ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$417,232TotalAmt
Program Services$417,232ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,553,030TotalAmt
Program Services$1,510,309ProgramServicesAmt
Management And General$42,721ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$789,333TotalAmt
Program Services$664,831ProgramServicesAmt
Management And General$124,502ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$105TotalAmt
Management And General$105ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Management And General$15,000ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,459TotalAmt
Management And General$1,459ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,791,118TotalAmt
Management And General$4,791,118ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$168,844TotalAmt
Program Services$166,518ProgramServicesAmt
Management And General$2,326ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total-$5,210TotalAmt
Program Services-$72,249ProgramServicesAmt
Management And General$67,039ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,370TotalAmt
Program Services$3,742ProgramServicesAmt
Management And General$15,628ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$297,663TotalAmt
Management And General$297,663ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$586,700TotalAmt
Program Services$537,721ProgramServicesAmt
Management And General$48,979ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,682TotalAmt
Program Services$1,878ProgramServicesAmt
Management And General$1,804ManagementAndGeneralAmt

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$341,200TotalAmt
Program Services$341,200ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER INTERCOMPANY$6,437,771$6,437,737$34
MEDICAL SUPPLIES$1,456,025$1,456,025
BAD DEBT$554,177$554,177
MEMBERSHIP FEES$139,029$55$138,974

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$153,698TotalAmt
Program Services$47,890ProgramServicesAmt
Management And General$105,808ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,873,133TotalAmt
Program Services$21,300,177ProgramServicesAmt
Management And General$7,572,956ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,430,949BOYAmt
EOY$2,113,971EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,299,523BOYAmt
EOY$7,145,954EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,536BOYAmt
EOY$17,370EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$108,360LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$76,067LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,033BOYAmt
EOY$32,293EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,594,473BOYAmt
EOY$20,958,238EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$213,196BOYAmt
EOY$477,701EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,579,710BOYAmt
EOY$30,745,527EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,651,742BOYAmt
EOY$6,902,125EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,606BOYAmt
EOY$38,004EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,705,348BOYAmt
EOY$6,940,129EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,874,362BOYAmt
EOY$23,805,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,874,362BOYAmt
EOY$23,805,398EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,579,710BOYAmt
EOY$30,745,527EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,931,038ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$2OtherChangesInNetAssetsAmt
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$157,498CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$115,356CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,703CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,602CurrentTaxYearMinus1YearAmt
Current Tax Year$6,665CurrentTaxYearAmt
Total$397,824TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,109,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,540,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,174,597CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,012,470CurrentTaxYearMinus1YearAmt
Current Tax Year$32,391,564CurrentTaxYearAmt
Total$140,228,362TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,266,546CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,656,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,244,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,061,072CurrentTaxYearMinus1YearAmt
Current Tax Year$32,398,229CurrentTaxYearAmt
Total$140,626,186TotalAmt

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$140,626,186PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$197,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$214,440CurrentTaxYearMinus1YearAmt
Current Tax Year$2,405,942CurrentTaxYearAmt
Total$3,050,082TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$197,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$214,440CurrentTaxYearMinus1YearAmt
Current Tax Year$2,405,942CurrentTaxYearAmt
Total$3,050,082TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$223CurrentTaxYearMinus2YearsAmt
Total$223TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,329,888CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,825,215CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,441,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,275,512CurrentTaxYearMinus1YearAmt
Current Tax Year$34,804,171CurrentTaxYearAmt
Total$143,676,491TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97880PublicSupportCY509Pct
Public Support PY5090.99450PublicSupportPY509Pct
Investment Income CY0.02120InvestmentIncomeCYPct
Investment Income PY0.00550InvestmentIncomePYPct
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$1,459OtherActivitiesAmt
Total Lobbying Expenditures$1,459TotalLobbyingExpendituresAmt
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$20,470DepreciationAmt
Book Value$26,612BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,278OtherCostOrOtherBasisAmt
Depreciation$55,597DepreciationAmt
Book Value$5,681BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$32,293TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Desc3RD PARTY SETTLEMENTSDesc
Amt$38,004Amt
FieldValueIRS element (for citing)
Total Liability$38,004TotalLiabilityAmt

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 (28 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
DENISE M KEEFE
CHAIRPERSON/PRESIDENT, DIRECTOR$0$526,849$0$158,930$0$72,875$0$25,591$0$19,199$0$803,444$0$0
DONALD CALCAGNO
DIRECTOR$0$521,282$0$577,160$0$165,019$0$25,591$0$22,334$0$1,311,386$0$0
SCOTT POWDER
DIRECTOR$0$533,517$0$762,625$0$192,233$0$25,591$0$25,125$0$1,539,091$0$0
WILLIAM P SANTULLI
DIRECTOR$0$1,144,124$0$1,762,601$0$482,371$0$25,591$0$24,303$0$3,438,990$0$0
KEVIN MCCUNE MD
DIRECTOR$0$490,400$0$155,684$0$59,658$0$25,591$0$25,826$0$757,159$0$0
MARY BETH KINGSTON
DIRECTOR$0$487,666$0$355,635$0$446,759$0$197,716$0$13,729$0$1,501,505$0$64,930
MICHAEL MALONE MD
DIRECTOR$0$264,419$0$30,793$0$17,815$0$20,850$0$13,729$0$347,606$0$0
DENNIS POTTS
DIRECTOR$0$835,852$0$463,125$0$616,515$0$278,577$0$13,729$0$2,207,798$0$105,345
MARY MATTHEWS
ASSISTANT SECRETARY, DIRECTOR$0$236,626$0$46,186$0$8,367$0$25,467$0$27,452$0$344,098$0$0
AMY SCHEU
VP PALLIATIVE CARE & HOSPICE$185,580$0$19,540$0$2,059$0$17,784$0$16,644$0$241,607$0$0$0
HUGH ROBINSON
VP FINANCIAL OPERATIONS$0$187,226$0$21,899$0-$4,254$0$18,198$0$23,562$0$246,631$0$0
JAMES DOHENY
ASSISTANT TREASURER$0$400,433$0$128,131$0$46,953$0$25,591$0$28,986$0$630,094$0$0
MICHAEL KERNS
ASSISTANT SECRETARY$0$347,199$0$104,437$0$38,646$0$25,591$0$34,693$0$550,566$0$0
MIKE LAPPIN
SECRETARY$0$746,368$0$569,981$0$647,908$0$311,307$0$20,504$0$2,296,068$0$104,917
DOMINIC J NAKIS
TREASURER$0$835,262$0$1,353,554$0$353,882$0$25,591$0$27,539$0$2,595,828$0$0
SHELLY HART
ASSISTANT SECRETARY$0$498,921$0$177,092$0$26,824$0$112,282$0$20,504$0$835,623$0$0
MICHAEL GREBE
ASSISTANT SECRETARY$0$562,400$0$403,812$0$392,281$0$201,665$0$0$0$1,560,158$0$70,195
JAMES SLINKMAN
ASSISTANT SECRETARY$0$310,935$0$95,713$0$27,707$0$25,591$0$35,025$0$494,971$0$0
NAN NELSON
ASSISTANT TREASURER$0$481,008$0$227,115$0$364,225$0$166,423$0$987$0$1,239,758$0$63,304
LESLIE LENZO
ASSISTANT TREASURER$0$579,092$0$206,746$0$89,962$0$22,791$0$22,410$0$921,001$0$0
STEVE HUSER
ASSISTANT TREASURER$0$308,464$0$105,266$0$23,375$0$71,558$0$13,904$0$522,567$0$0
REBECCA MILLER
DIR HOSPICE OPS$147,905$0$3,527$0$946$0$5,250$0$325$0$157,953$0$0$0
KAREN LAMBERT
FORMER DIRECTOR$0$624,814$0$310,092$0$197,402$0$25,591$0$38,811$0$1,196,710$0$0
MEGHAN WOLTMAN
FORMER DIRECTOR$0$285,422$0$310,630$0$37,171$0$25,591$0$23,187$0$682,001$0$0
RICHARD HEIM
FORMER DIRECTOR$0$568,690$0$248,393$0$126,945$0$25,591$0$23,043$0$992,662$0$0
VINCENT BUFALINO MD
FORMER DIRECTOR$0$589,736$0$861,159$0$238,808$0$25,591$0$27,721$0$1,743,015$0$0
EARL J BARNES II
FORMER OFFICER$0$0$0$181,123$0$264,496$0$0$0$30,660$0$476,279$0$0
SANDRA KRISCHAK
FORMER HCE-RN - AFTER HOURS$111,825$0$0$0$1,839$0$9,096$0$8,559$0$131,319$0$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 SERVERANCE PAYMENT IN THE AMOUNT OF $275,000, 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: VINCENT J. BUFALINO $76,789, DONALD E. CALCAGNO $60,201, RICHARD HEIM $6,985, COLLEEN L. KANNADAY $54,574, KAREN A. LAMBERT $62,745, DOMINIC NAKIS $107,256, SCOTT A. POWDER $56,585 AND WILLIAM P. SANTULLI $160,864.
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 (10 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.
FORM 990, PART IX, LINE 11GOTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,791,118. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,791,118.
FORM 990, PART XI, LINE 9:ROUNDING -2.

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 Org0GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)PerformOfServicesForOthOrgInd
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 Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EHS HOME HEALTH CARE SERVICE INC
K$281,980COST
EHS HOME HEALTH CARE SERVICE INC
L$324,998COST
EHS HOME HEALTH CARE SERVICE INC
M$2,852,718COST
EHS HOME HEALTH CARE SERVICE INC
P$885,103COST
EHS HOME HEALTH CARE SERVICE INC
Q$241,278COST