2019-11-15T21:57:33-06:00 2018-12-31 990 2018-01-01 396044569 AURORA HEALTH CARE FOUNDATION INC AURO 4142991576 750 W VIRGINIA STREET PO BOX 341880 MILWAUKEE WI 532341880 RACHEL HALVERSON VP - TAX AND ACCOUNTING SERVICES 4142991576 2019-11-15 198.177.95.129 2019-11-15 21:32:19 CS P 6410079965079D3074AAD5C60F569B728853E432 B1F6754162BA34960FF6E5961467431CD3790A95 2018 2020-04-17 16:48:07Z RACHEL HALVERSON 750 W VIRGINIA STREET PO BOX 341880 MILWAUKEE WI 532341880 282822107 0 X WWW.AURORAHEALTHCARE.ORG X 1955 WI THE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN THE SUPPORT OF THE PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC. 7 0 0 256 0 0 9497237 6242475 0 0 15955033 42702460 -947534 -727161 24504736 48217774 19018362 16290147 0 0 0 0 0 0 239714 1421744 1057880 20440106 17348027 4064630 30869747 248333381 240706869 4366682 11838611 243966699 228868258 THE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN THE SUPPORT OF THE PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC. 0 0 16290147 16290147 48217774 THE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN SUPPORT OF PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC. SEE ATTACHED DETAIL FOR SCHEDULE A, PART 1, LINE 11H REGARDING SUPPORTED ORGANIZATIONS. 16290147 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 22 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X ADVOCATE AURORA HEALTH INC 4142991576 750 W VIRIGINA ST PO BOX 341880 MILWAUKEE WI 532341880 CRISTY GARCIA-THOMAS CHAIR, DIRECTOR 1.00 55.00 X X 0 987552 103132 RACHELLE HART ASSISTANT SECRETARY, DIRECTOR 1.00 55.00 X X 0 626395 40485 MARY BETH KINGSTON MSN RN DIRECTOR 1.00 55.00 X 0 1093064 109588 DENNIS POTTS DIRECTOR 1.00 55.00 X 0 1754059 150004 JEFFREY DALEN-BARD DIRECTOR 1.00 55.00 X 0 961699 108406 NAN NELSON ASSISTANT TREASURER, DIRECTOR 1.00 55.00 X X 0 920042 84115 CARRIE KILLORAN DIRECTOR 1.00 55.00 X 0 935382 89721 GAIL HANSON CHAIR, TREASURER, DIRECTOR (4/27/2018) 1.00 20.00 X X 0 2730574 31275 MICHAEL LAPPIN SECRETARY 1.00 55.00 X 0 1927178 143340 MICHAEL GREBE ASSISTANT SECRETARY 1.00 55.00 X 0 995402 90670 DOMINIC NAKIS TREASURER 1.00 55.00 X 0 2635976 53819 MICHAEL KERNS ASSISTANT SECRETARY 1.00 55.00 X 0 420969 60850 JAMES SLINKMAN ASSISTANT SECRETARY 1.00 55.00 X 0 357448 59167 JAMES DOHENY ASSISTANT TREASURER 1.00 55.00 X 0 518656 53871 LESLIE LENZO ASSISTANT TREASURER 1.00 55.00 X 0 646273 41712 STEVE HUSER ASSISTANT TREASURER 1.00 55.00 X 0 337534 44422 RANDY VARJU PRESIDENT 1.00 55.00 X 0 430468 49061 0 18278671 1313638 0 0 1 0 DYNAMIC EVENTS INC 207 EAST BUFFALO SUITE 515 MILWAUKEE WI 53202 EVENT PLANNING 364526 1 1876917 4365558 543860 6242475 4257044 4257044 850 -850 -850 -850 271893613 233448197 38445416 38445416 38445416 390636 1876917 1145286 -754650 -754650 38339 10000 28339 28339 48217774 0 0 41975299 16290147 16290147 652045 652045 71 71 166121 166121 239643 239643 17348027 16290147 818166 239714 93869 454775 510820 117209 2194539 1769583 344543 29286 242363576 237314589 2826034 1021427 248333381 240706869 958627 541563 61764 527988 3346291 10769060 4366682 11838611 X 180680706 168583357 44317440 41313900 18968553 18971001 243966699 228868258 248333381 240706869 X 30869747 -46750185 781997 X 0 1 X 1 0 X 9504333 9071052 9475815 9497267 6633111 44181578 9504333 9071052 9475815 9497267 6633111 44181578 44181578 7115156 5843733 6343997 6726276 4256194 30285356 716976 1657621 266886 234650 428975 3305108 77772042 0.56810 0.54800 X PART II, LINE 10, EXPLANATION FOR OTHER INCOME FUNDRAISING EVENT INCOME: 2014 AMOUNT: $716,976 2015 AMOUNT: $1,657,621 2016 AMOUNT: $266,886 2017 AMOUNT: $234,650 2018 AMOUNT: $38,339 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 28353090 6815 501640 1750050 27111495 27952715 237496 1779317 1616438 28353090 28353809 646621 778338 1826053 27952715 28677717 10827 807950 1142685 28353809 27497973 21338 1761009 602603 28677717 0.76000 0.24000 0 0 0 DEFERRED SUPPORT UNDER SPLIT AGREEMENTS 106696 DUE TO AFFILIATES 10662364 10769060 X PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT PROGRAMS AND SERVICES OFFERED BY AURORA HEALTH CARE, INC. AND AFFILIATES. PART X, LINE 2: THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS REPORTED IN 2018 UNDER FIN 48 (ASC740). AURORA SIGNATURE GALA 558423 451183 107240 114926 126438 51168 273391 INFINITY BALL 186156 162606 23550 0 0 1500 36687 32 1522974 1263128 259846 1845 10367 147473 204329 20129 157033 2267553 1876917 390636 1845 10367 262399 330767 72797 467111 1145286 -754650 38339 10000 1 1.00000 38339 10000 10000 28339 WI 1 0 1 0 1.00000 AURORA HEALTH CARE FOUNDATION INC 750 W VIRGINIA STREET MILWAUKEE WI 532341880 0 1 1 AURORA HEALTH CARE METRO INC 2900 W OKLAHOMA AVE MILWAUKEE WI 53234 390806181 501(C)(3) 7706317 FAIR MARKET VALUE SUPPORT PROGRAMS WEST ALLIS MEMORIAL HOSPITAL INC 8901 W LINCOLN AVE WEST ALLIS WI 53227 391022464 501(C)(3) 78406 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA FAMILY SERVICE INC 3200 W HIGHLAND BLVD MILWAUKEE WI 53208 390806174 501(C)(3) 602019 FAIR MARKET VALUE SUPPORT PROGRAMS VISITING NURSE ASSOCIATION OF WISCONSIN INC 11333 W NATIONAL AVE MILWAUKEE WI 53227 390806180 501(C)(3) 1503746 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA PSYCHIATRIC HOSPTIAL INC 1220 DEWEY AVE MILWAUKEE WI 53213 390872182 501(C)(3) 1077990 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA HEALTH CARE SOUTHERN LAKES INC 10400 75TH STREET KENOSHA WI 53142 390806347 501(C)(3) 1203787 FAIR MARKET VALUE SUPPORT PROGRAMS KRADWELL SCHOOL INC 1220 DEWEY AVE MILWAUKEE WI 53213 261516765 501(C)(3) 64014 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA MEDICAL CENTER GRAFTON LLC 975 PORT WASHINGTON RD GRAFTON WI 530249201 272953799 501(C)(3) 105236 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA HEALTH CARE INC 750 W VIRGINIA ST MILWAUKEE WI 53204 391442285 501(C)(3) 452643 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA HEALTH CARE CENTRAL INC PO BOX 341880 MILWAUKEE WI 53234 390930748 501(C)(3) 171965 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA MEDICAL GROUP INC PO BOX 341880 MILWAUKEE WI 53234 391678306 501(C)(3) 263235 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA UW ACADEMIC MEDICAL GROUP PO BOX 341880 MILWAUKEE WI 53234 391136738 501(C)(3) 437201 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA RESEARCH INSTITUTE LLC 960 N 12TH STREET SUITE 411 MILWAUKEE WI 53234 464361213 501(C)(3) 2343467 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA HEALTH CARE NORTH INC 5000 MEMORIAL DR TWO RIVERS WI 54241 391211629 501(C)(3) 261856 FAIR MARKET VALUE SUPPORT PROGRAMS AURORA MEDICAL CENTER OF WASHINGTON COUNTY INC PO BOX 341880 MILWAUKEE WI 53234 391150165 501(C)(3) FAIR MARKET VALUE SUPPORT PROGRAMS AURORA MEDICAL CENTER OF OSHKOSH INC 391027676 501(C)(3) 18265 FAIR MARKET VALUE SUPPORT PROGRAMS PART I, LINE 2: THE ORGANIZATION'S PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES IS THROUGH THE USE OF A REVIEW PROCESS THAT REQUIRES APPROVAL FROM AURORA HEALTH CARE FOUNDATION, INC. AND AURORA HEALTH CARE LEADERSHIP AND A COMPLIANCE OFFICER PRIOR TO THE DISBURSEMENT OF GRANT FUNDS. GRANT DISBURSEMENT DETAIL IS ALSO PROVIDED TO THE BOARD FOR REVIEW. 0 1 0 0 0 0 0 0 0 CRISTY GARCIA-THOMAS CHAIR, DIRECTOR 0 448380 0 378044 0 161128 0 83122 0 20010 0 1090684 0 56316 RACHELLE HART ASSISTANT SECRETARY, DIRECTOR 0 475246 0 147547 0 3602 0 20475 0 20010 0 666880 0 0 MARY BETH KINGSTON MSN RN DIRECTOR 0 462929 0 399247 0 230888 0 96205 0 13383 0 1202652 0 63790 DENNIS POTTS DIRECTOR 0 789330 0 618441 0 346288 0 136621 0 13383 0 1904063 0 92203 JEFFREY DALEN-BARD DIRECTOR 0 479979 0 431117 0 50603 0 88396 0 20010 0 1070105 0 70864 NAN NELSON ASSISTANT TREASURER, DIRECTOR 0 456961 0 346675 0 116406 0 83023 0 1092 0 1004157 0 62829 CARRIE KILLORAN DIRECTOR 0 499052 0 385371 0 50959 0 89721 0 0 0 1025103 0 70094 GAIL HANSON CHAIR, TREASURER, DIRECTOR (4/27/201 0 249519 0 895905 0 1585150 0 4633 0 110956 0 2846163 0 0 MICHAEL LAPPIN SECRETARY 0 724919 0 856997 0 345262 0 123330 0 20010 0 2070518 0 106199 MICHAEL GREBE ASSISTANT SECRETARY 0 534832 0 279350 0 181220 0 90670 0 0 0 1086072 0 39171 DOMINIC NAKIS TREASURER 0 786099 0 1330444 0 519433 0 25167 0 28652 0 2689795 0 0 MICHAEL KERNS ASSISTANT SECRETARY 0 324582 0 70419 0 25968 0 25167 0 35683 0 481819 0 0 JAMES SLINKMAN ASSISTANT SECRETARY 0 292415 0 49932 0 15101 0 25167 0 34000 0 416615 0 0 JAMES DOHENY ASSISTANT TREASURER 0 376465 0 105297 0 36894 0 25167 0 28704 0 572527 0 0 LESLIE LENZO ASSISTANT TREASURER 0 525002 0 105297 0 15974 0 22417 0 19295 0 687985 0 0 STEVE HUSER ASSISTANT TREASURER 0 289104 0 45426 0 3004 0 31275 0 13147 0 381956 0 0 RANDY VARJU PRESIDENT 0 315104 0 49396 0 65968 0 25167 0 23894 0 479529 0 0 PART I, LINE 4B AURORA HEALTH CARE, INC. ESTABLISHED THE AURORA HEALTH CARE, INC. 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 2018 AS FOLLOWS: CRISTY GARCIA-THOMAS - $56,316 GAIL HANSON - $110,956 MARY BETH KINGSON - $63,790 DENNIS POTTS - $92,203 MICHAEL LAPPIN - $9106,199 JEFFERY DALEN-BARD - $70,864 CARRIE KILLORAN - $70,094 NAN NELSON - $62,829 MICHAEL GREBE - $39,171 X 43417 FAIR MARKET VALUE X AUCTION ITEMS 1584 322905 FAIR MARKET VALUE X EVENT SUPPORT 237 236359 FAIR MARKET VALUE X PROGRAMS 67 35920 FAIR MARKET VALUE X RAFFLE ITEMS 13 4753 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 AURORA HEALTH CARE FOUNDATION, INC. (AHCF) IS ORGANIZED AS A NON-STOCK NONPROFIT CORPORATION WITH A SOLE CORPORATE MEMBER OF AURORA HEALTH CARE, INC. (AHC). FORM 990, PART VI, SECTION A, LINE 7A THE CEO OF AURORA HEALTH CARE, INC. MAY APPOINT MEMBERS TO THE GOVERNING BODY OF AURORA HEALTH CARE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY OF THE AURORA HEALTH CARE FOUNDATION ARE SUBJECT TO APPROVAL BY AURORA HEALTH CARE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE 2018 FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF AURORA HEALTH CARE. 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 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. AHC LEADERSHIP REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTRICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION OF AHCF ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. ANY SIGNIFICANT CHANGES MADE TO THE BYLAWS ARE ATTACHED TO THE FORM 990 IN THE YEAR THE CHANGE WAS APPROVED. THE FINANCIAL STATEMENTS ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. ABBREVIATED FINANCIAL INFORMATION IS AVAILABLE, AT A CONSOLIDATED LEVEL, ON THE AHC WEBSITE. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 230,820. CHANGE IN SPLIT INTEREST AGREEMENTS 551,177. AURORA HEALTH CARE INC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391442285 SUPPORT SERVICES WI 501(C)(3) LINE 12D, III-O N/A 0 AMG ILLINOIS LTD 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 264041287 PHYSICIAN SERVICES IL 501(C)(3) LINE 3 AURORA MEDICAL GROUP INC 1 KRADWELL SCHOOL INC 1220 DEWEY AVENUE WAUWATOSA WI 53213 261516765 SCHOOL WI 501(C)(3) LINE 2 AURORA PSYCHIATRIC HOSPITAL INC 1 AURORA FAMILY SERVICE INC 3200 HIGHLAND BOULEVARD MILWAUKEE WI 53233 390806174 SOCIAL SERVICES WI 501(C)(3) LINE 11 AURORA HEALTH CARE INC 1 AURORA MEDICAL GROUP 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391678306 PHYSICIAN SERVICES WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 AURORA HEALTH CARE METRO INC 2900 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 390806181 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 AURORA HEALTH CARE CENTRAL INC 2636 EASTERN AVENUE PLYMOUTH WI 53073 390930748 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 AURORA PSYCHIATRIC HOSPITAL INC 1220 DEWEY AVENUE WAUWATOSA WI 53213 390872192 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 AURORA HEALTH CARE SOUTHERN LAKES INC 252 MCHENRY STREET BURLINGTON WI 53105 390806347 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 AURORA MEDICAL CENTER OF OSHKOSH INC 855 NORTH WESTHAVEN DRIVE OSHKOSH WI 54904 391027676 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE NORTH INC 1 WEST ALLIS MEMORIAL HOSPITAL INC 8901 WEST LINCOLN AVENUE WEST ALLIS WI 53227 391022464 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 AURORA MEDICAL CENTER WASHINGTON COUNTY INC 1032 EAST SUMNER STREET HARTFORD WI 53027 391150165 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 AURORA ADVANCED HEALTHCARE INC 3003 WEST GOOD HOPE ROAD GLENDALE WI 53209 391595302 PHYSICIAN SERVICES WI 501(C)(3) LINE 11 AURORA HEALTH CARE INC 1 AURORA HEALTH CARE NORTH INC 5000 MEMORIAL DRIVE TWO RIVERS WI 54241 391211629 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 VISITING NURSE ASSOCIATION OF WISCONSIN INC 11333 WEST NATIONAL AVENUE WEST ALLIS WI 53227 390806180 HOME CARE SERVICES WI 501(C)(3) LINE 7 1 AURORA UW ACADEMIC MEDICAL GROUP INC 1020 NORTH 12TH STREET MILWAUKEE WI 53233 391136738 PHYSICIAN SERVICES WI 501(C)(3) LINE 11 AURORA MEDICAL GROUP INC 1 AURORA MEDICAL CENTER GRAFTON LLC 975 PORT WASHINGTON AVENUE GRAFTON WI 53024 272953799 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 BAYCARE AURORA LLC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391947472 HOSPITAL WI AURORA MEDICAL GROUP INC RELATED 64260455 282653111 0 44239 0 0.61880 AURORA CONSOLIDATED LABS A CO-TENANCY 8901 WEST LINCOLN AVENUE MILWAUKEE WI 53227 391898089 LABORATORY SERVICES WI N/A NORTH SHORE SURGICAL CENTER LTD 7007 RANGE LINE ROAD GLENDALE WI 53209 391548024 SURGICAL SERVICES WI N/A WISCONSIN SURGERY CENTER LLC 4131 WEST LOOMIS ROAD SUITE 210 GREENFIELD WI 53221 383661215 SURGICAL SERVICES WI N/A AURORA GI ASC LLC 2801 WEST KK RIVER PARKWAY 1030 MILWAUKEE WI 53215 461848055 PHYSICIAN SERVICES WI N/A WAUKESHA PAIN CENTER LLC 4131 WEST LOOMIS ROAD SUITE 300 GREENFIELD WI 53221 900928071 PHYSICIAN SEVICES WI N/A AURORA HEALTH CARE VENTURES INC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391513129 FOR-PROFIT COMPANY WI N/A C 1 AURORA HEALTH NETWORK INC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391817175 INACTIVE WI N/A C 1 AURORA PHARMACY INC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391733325 RETAIL PHARMACY WI N/A C 1 DIVERSIFIED CARE INC 4811 SOUTH 76TH STREET GREENFIELD WI 53220 391609054 TEMPORARY STAFFING AGENCY WI N/A C 1 AURORA RETAIL STORES INC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 391722937 INACTIVE WI N/A C 1 ADVANCED HEALTHCARE INC 3003 WEST GOOD HOPE ROAD GLENDALE WI 53209 391195501 PHYSICIAN SERVICES WI N/A C 1 LMC INC 750 WEST VIRGINIA STREET MILWAUKEE WI 53204 472374743 HEALTH SERVICES WI N/A C 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 AURORA HEALTH CARE INC & AFFILIATES B 16290147 FAIR MARKET VALUE AURORA HEALTH CARE INC & AFFILIATES L 550207 FAIR MARKET VALUE