ADVOCATE HEALTH CARE NETWORK: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATE HEALTH CARE NETWORK (EIN 36-2167779)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349321168
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T21:57:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE HEALTH CARE NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVO | BusinessNameControlTxt |
| Phone | 6309295543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY NO 600 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL HALVERSON | PersonNm |
| Person Title | VP TAX & ACCTG SVCS | PersonTitleTxt |
| Phone | 6309295543 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 168.235.62.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 19:45:27 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 934115C41A372782CAA2C37E99928821B09BF6A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES SKOGSBERGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY NO 600 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $140,770,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9395 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVOCATEHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF ADVOCATE HEALTH CARE IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,306,694 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,044,558 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,315 | PYOtherRevenueAmt |
| CY Other Revenue | $800 | CYOtherRevenueAmt |
| PY Total Revenue | $21,309,009 | PYTotalRevenueAmt |
| CY Total Revenue | $12,045,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,000,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,885,882 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,843 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,618 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,863,317 | PYOtherExpensesAmt |
| CY Other Expenses | $12,605,335 | CYOtherExpensesAmt |
| PY Total Expenses | $12,872,160 | PYTotalExpensesAmt |
| CY Total Expenses | $98,501,835 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,436,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$86,456,477 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $567,941,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,028,870 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350,680 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $567,787,783 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $476,678,190 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF ADVOCATE HEALTH CARE IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $97,386,645 | ExpenseAmt |
| Grant | $85,885,882 | GrantAmt |
| Desc | ADVOCATE HEALTH CARE NETWORK PROVIDES LEADERSHIP CONTROL AND SUPPORT TO ADVOCATE HEALTH AND HOSPITALS CORPORATION, ADVOCATE HOME HEALTH SERVICES, INC., ADVOCATE CHARITABLE FOUNDATION, ADVOCATE NORTH SIDE HEALTH NETWORK, MERIDIAN HOSPICE, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE SHERMAN HOSPITAL AND SHERMAN WEST COURT. | Desc |
| Total Program Service Expenses | $97,386,645 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE AURORA HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6309296057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY SUITE 600 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| CLARENCE NIXON JR PHD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $10,000 | $0 | ||
| DAVID ANDERSON | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $84,966 | $0 | ||
| GAIL D HASBROUCK | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $430,963 | $46 | ||
| GARY STUCK DO | ||||||||
| DIRECTOR | 1.00 | 55.00 | Yes (X) | $0 | $218,973 | $21,996 | Yes (X) | |
| JAMES SKOGSBERGH | ||||||||
| PRESIDENT & CEO, DIRECTOR | 1.00 | 55.00 | Yes (X) | $0 | $8,463,174 | $48,481 | Yes (X) | |
| JOHN TIMMER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $74,966 | $0 | ||
| JOSE ARMARIO | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN CRUMP-CAINE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $62,300 | $0 | ||
| MARK HARRIS | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $42,700 | $0 | ||
| MICHELE BAKER RICHARDSON | ||||||||
| CHAIRPERSON, DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $90,966 | $0 | Yes (X) | |
| REV DR JORGE MORALES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR NATHANIEL EDMOND | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $4,000 | $0 | ||
| REV JUSTO GONZALEZ II | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV WAYNE MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| K RICHARD JAKLE | ||||||||
| VICE CHAIRPERSON, DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $78,966 | $0 | Yes (X) | |
| RON GREENE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $11,500 | $0 | ||
| RONALD MALLICOAT JR | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BYRNE MD | ||||||||
| SVP, CHIEF INFORMATION OFFICER | 1.00 | 55.00 | $0 | $971,920 | $120,421 | Yes (X) | ||
| DOMINIC J NAKIS | ||||||||
| SVP, CFO & TREASURER | 1.00 | 55.00 | $0 | $2,635,976 | $53,865 | Yes (X) | ||
| EARL J BARNES II | ||||||||
| SVP, GENERAL COUNSEL & SECRETARY | 1.00 | 55.00 | $0 | $1,960,426 | $152,541 | Yes (X) | ||
| JAMES DOHENY | ||||||||
| VP, CONTROLLER & ASST TREASUER | 1.00 | 55.00 | $0 | $518,656 | $53,917 | Yes (X) | ||
| JAMES SLINKMAN | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $393,448 | $59,213 | Yes (X) | ||
| KELLY JO GOLSON | ||||||||
| SVP, CHIEF MARKETING OFFICER | 1.00 | 55.00 | $0 | $1,186,912 | $28,087 | Yes (X) | ||
| KEVIN BRADY | ||||||||
| SVP, CHIEF HUMAN RESOURCES OFFICER | 1.00 | 55.00 | $0 | $1,795,883 | $63,605 | Yes (X) | ||
| LAURA MERTEN | ||||||||
| INTERIM CHEIF COMPLICANCE OFFICER | 1.00 | 55.00 | $0 | $186,184 | $32,182 | Yes (X) | ||
| LEE B SACKS MD | ||||||||
| EVP, CHIEF MEDICAL OFFICER | 1.00 | 55.00 | $0 | $3,488,609 | $50,288 | Yes (X) | ||
| LESLIE LENZO | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $646,273 | $41,758 | Yes (X) | ||
| MICHAEL GREBE | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $995,402 | $90,670 | Yes (X) | ||
| MICHAEL KERNS | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $420,969 | $60,895 | Yes (X) | ||
| MIKE LAPPIN | ||||||||
| SECRETARY | 1.00 | 55.00 | $0 | $1,927,178 | $143,340 | Yes (X) | ||
| NAN NELSON | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $920,042 | $84,115 | Yes (X) | ||
| RACHELLE HART | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $626,395 | $40,485 | Yes (X) | ||
| REV KATHIE BENDER SCHWICH | ||||||||
| SVP, MISSION & SPIRITUAL CARE | 1.00 | 55.00 | $0 | $824,646 | $101,437 | Yes (X) | ||
| SCOTT POWDER | ||||||||
| SVP, CHIEF STRATEGY OFFICER | 1.00 | 55.00 | $0 | $1,379,724 | $50,432 | Yes (X) | ||
| STEVE HUSER | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | $0 | $337,534 | $44,422 | Yes (X) | ||
| SUSAN CAMPBELL | ||||||||
| SVP OF PATIENT CARE, CHIEF NURSING OFFICER | 1.00 | 55.00 | $0 | $2,064,210 | $83,508 | Yes (X) | ||
| VINCENT BUFALINO MD | ||||||||
| PRESIDENT OF PHYS & AMB SVCS/ AMG | 1.00 | 55.00 | $0 | $1,886,580 | $52,227 | Yes (X) | ||
| WILLIAM P SANTULLI | ||||||||
| EVP, CHEIF OPERATING OFFICER | 1.00 | 55.00 | $0 | $3,965,389 | $50,170 | Yes (X) | ||
| BRUCE D SMITH | ||||||||
| SVP, FORMER CHIEF INFORMATION OFFICER | 0.00 | 0.00 | $0 | $508,520 | $46 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $39,214,350 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,528,147 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,340,259 | TotalRevenueColumnAmt |
| Exclusion | $6,340,259 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $134,429,142 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,724,843 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,704,299 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,704,299 | TotalRevenueColumnAmt |
| Exclusion | $5,704,299 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Exclusion | $800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,045,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,045,358 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,885,882 | TotalAmt |
| Program Services | $85,885,882 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,618 | TotalAmt |
| Program Services | $10,618 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,190 | TotalAmt |
| Management And General | $1,115,190 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INTERCOMPANY | Desc |
| Total | $11,490,145 | TotalAmt |
| Program Services | $11,490,145 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,501,835 | TotalAmt |
| Program Services | $97,386,645 | ProgramServicesAmt |
| Management And General | $1,115,190 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,922,776 | BOYAmt |
| EOY | $3,964,559 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,785,000 | BOYAmt |
| EOY | $66,360,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,099,965 | BOYAmt |
| EOY | $221,627,211 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,196,490 | BOYAmt |
| EOY | $184,196,490 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,732 | BOYAmt |
| EOY | $880,610 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,941,963 | BOYAmt |
| EOY | $477,028,870 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $185,882 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,180 | BOYAmt |
| EOY | $164,798 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,180 | BOYAmt |
| EOY | $350,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,787,783 | BOYAmt |
| EOY | $476,678,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,787,783 | BOYAmt |
| EOY | $476,678,190 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,941,963 | BOYAmt |
| EOY | $477,028,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$86,456,477 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,653,116 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 9 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (9 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ADV HEALTH & HOSP CORP | ||||
| 362169147 | 3 | Yes (1) | $0 | $0 |
| ADV HOME HLTH SVCS INC | ||||
| 362913108 | 10 | 0 | $0 | $0 |
| ADV CHARITABLE FOUND | ||||
| 363297360 | 7 | 0 | $10,885,882 | $0 |
| ADV NORTH SIDE HLTH NTWK | ||||
| 363196629 | 3 | 0 | $0 | $0 |
| MERIDIAN HOSPICE | ||||
| 363158667 | 10 | 0 | $0 | $0 |
| ADV CONDELL MED CTR | ||||
| 262525968 | 3 | 0 | $0 | $0 |
| ADV SHERMAN HOSPITAL | ||||
| 362167920 | 3 | 0 | $0 | $0 |
| SHERMAN WEST COURT | ||||
| 363725580 | 10 | 0 | $0 | $0 |
| EVANGELICAL SERVICES CORP | ||||
| 363208101 | 10 | 0 | $75,000,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 9 | SupportedOrganizationsTotalCnt |
| Support Sum | $85,885,882 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 12G | AHCN PROVIDES MANAGEMENT AND OVERSIGHT TO ITS SUPPORTED ORGANIZATIONS THROUGH ITS VARIOUS COMMITTEES. AHCN PROVIDES LEADERSHIP AND CONTROL BY REVIEWING AND APPROVING STRATEGIC PLANS AND OPERATING BUDGETS OF ITS SUPPORTED ORGANIZATIONS SO THAT THOSE ORGANIZATIONS CAN CARRY OUT THEIR MISSION TO SERVE THE HEALTH NEEDS OF INDIVIDUALS AND COMMUNITIES WITH A HIGH QUALITY, COORDINATED HEALTH CARE DELIVERY SYSTEM. |
| PART IV, SECTION A, LINE 1: | NOT ALL OF THE ORGANIZATIONS SUPPORTED BY AHCN ARE LISTED BY NAME, BUT THEY ARE REFERENCED IN THE ORGANIZATION'S BY-LAWS BY TYPE. THE BY-LAWS STATE THAT AHCN'S PURPOSE IS "TO PROMOTE, SUPPORT, BENEFIT, DEVELOP AND PERFORM THE FUNCTIONS OF ADVOCATE HEALTH AND HOSPITALS CORPORATION, ITS SUCCESSOR(S) AND OTHER ORGANIZATIONS DESCRIBED IN SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE") (SUCH CORPORATIONS, THEIR SUCCESSORS AND OTHER ORGANIZATIONS ARE COLLECTIVELY REFERRED TO HEREIN AS THE ORGANIZATIONS"), BY OPERATING AND PROVIDING LEADERSHIP, CONTROL AND SUPPORT IN THE PROVISION OF A HIGH QUALITY, COMPREHENSIVE, COORDINATED HEALTH DELIVERY SYSTEM FOR THE BENEFIT OF THE ORGANIZATIONS." THIS ORGANIZATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH 509(A)(1) AND 509(A)(2) ORGANIZATIONS THAT ARE PART OF THE ADVOCATE SYSTEM. |
| PART IV, SECTION D, LINE 3: | THE SUBSIDIARY SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN DIRECTING THE USE OF AHCN'S RESOURCES THROUGH THE BUDGETING AND FINANCIAL PLANNING PROCESS. THE OPERATING AND CAPITAL BUDGETS FOR THE SUBSIDIARIES ARE CREATED AT A SUBSIDIARY LEVEL AND ARE THEN CONSOLIDATED INTO THE SYSTEM BUDGET. THE FINAL SYSTEM BUDGET TAKES INTO ACCOUNT THE NEEDS AND PRIORITIES OF THE VARIOUS SUBSIDIARIES IN CARRYING OUT THEIR HEALTH CARE MINISTRY. THROUGH THIS BUDGETING AND MANAGEMENT PROCESS, AHCN OBTAINS THE INPUT NECESSARY TO APPROPRIATELY ALLOCATE THE SYSTEM'S RESOURCES. THE INVESTMENT POLICY OF THE ORGANIZATION IS STRUCTURED TO ALLOW THE SYSTEM TO INVEST ITS RESOURCES TO PROVIDE THE FUNDS NECESSARY TO FUND THE NEEDS AND PRIORITIES OF THE SYSTEM. |
| PART IV, SECTION E, LINE 3A: | AHCN HAS DIRECT RIGHTS TO APPOINT THE BOARD MEMBERS OF 3 OUT OF THE 8 ORGANIZATIONS LISTED AS SUPPORTED ORGANIZATIONS ON SCHEDULE A, PART I, LINE 12G. THESE THREE ORGANIZATIONS ARE THE SOLE CORPORATE MEMBERS OF THE REMAINING LIVE ORGANIZATIONS LISTED AS SUPPORTED ORGANIZATIONS ON SCHEDULE A, PART I, LINE 11G, AND THEREFORE HAVE THE RIGHT TO APPOINT THE BOARD MEMBERS OF THEIR RESPECTIVE SUBSIDIARIES. CONSEQUENTLY, AHCN HAS INDIRECT RIGHTS TO APPOINT THE BOARD MEMBERS OF THESE 5 ORGANIZATIONS. |
| PART IV, SECTION E, LINE 3B: | THROUGH ITS VARIOUS COMMITTEES, AHCN EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. FOR EXAMPLE, THE PLANNING COMMITTEE APPROVES STRATEGIC PLANS AND DIRECTIONS FOR EACH SUPPORTED ORGANIZATION, THE FINANCE COMMITTEE REVIEWS AND APPROVES BUDGET AND PROCESS FOR EACH SUPPORTED ORGANIZATION, AND THE COMPENSATION COMMITTEE APPROVES ALL EXECUTIVE COMPENSATION FOR EACH SUPPORTED ORGANIZATION. IN ADDITION, THE ORGANIZATION HAS CENTRAL CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES AND PROCEDURES. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN ESC | Desc |
| Book Value | $184,196,490 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $184,196,490 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION - LGBG | $112,002 |
| ACCRUED INT DEF COMP | $52,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $164,798 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,623 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,623 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,623 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | 363297360 | 501(C)(3) | $10,885,882 | SUPPORT EXEMPT MISSION |
| EVANGELICAL SERVICES CORPORATION | |||||||
| 3075 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | 363208101 | N/A | $75,000,000 | ORGANIZATION SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GAIL D HASBROUCK | ||||||||||||||
| DIRECTOR | $0 | $0 | $0 | $420,963 | $0 | $10,000 | $0 | $0 | $0 | $46 | $0 | $431,009 | $0 | $0 |
| GARY STUCK DO | ||||||||||||||
| DIRECTOR | $0 | $201,923 | $0 | $0 | $0 | $17,050 | $0 | $18,342 | $0 | $3,654 | $0 | $240,969 | $0 | $0 |
| JAMES SKOGSBERGH | ||||||||||||||
| PRESIDENT & CEO, DIRECTOR | $0 | $1,755,408 | $0 | $4,987,464 | $0 | $1,720,302 | $0 | $25,167 | $0 | $23,314 | $0 | $8,511,655 | $0 | $0 |
| BARBARA BYRNE MD | ||||||||||||||
| SVP, CHIEF INFORMATION OFFICER | $0 | $543,138 | $0 | $392,739 | $0 | $36,043 | $0 | $104,100 | $0 | $16,321 | $0 | $1,092,341 | $0 | $0 |
| DOMINIC J NAKIS | ||||||||||||||
| SVP, CFO & TREASURER | $0 | $786,099 | $0 | $1,330,444 | $0 | $519,433 | $0 | $25,167 | $0 | $28,698 | $0 | $2,689,841 | $0 | $0 |
| EARL J BARNES II | ||||||||||||||
| SVP, GENERAL COUNSEL & SECRETARY | $0 | $222,375 | $0 | $921,732 | $0 | $816,319 | $0 | $116,930 | $0 | $35,611 | $0 | $2,112,967 | $0 | $0 |
| JAMES DOHENY | ||||||||||||||
| VP, CONTROLLER & ASST TREASUER | $0 | $376,465 | $0 | $105,297 | $0 | $36,894 | $0 | $25,167 | $0 | $28,750 | $0 | $572,573 | $0 | $0 |
| JAMES SLINKMAN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $292,415 | $0 | $49,932 | $0 | $51,101 | $0 | $25,167 | $0 | $34,046 | $0 | $452,661 | $0 | $0 |
| KELLY JO GOLSON | ||||||||||||||
| SVP, CHIEF MARKETING OFFICER | $0 | $453,198 | $0 | $498,224 | $0 | $235,490 | $0 | $25,167 | $0 | $2,920 | $0 | $1,214,999 | $0 | $0 |
| KEVIN BRADY | ||||||||||||||
| SVP, CHIEF HUMAN RESOURCES OFFICER | $0 | $557,230 | $0 | $893,542 | $0 | $345,111 | $0 | $25,167 | $0 | $38,438 | $0 | $1,859,488 | $0 | $0 |
| LAURA MERTEN | ||||||||||||||
| INTERIM CHEIF COMPLICANCE OFFICER | $0 | $146,336 | $0 | $24,088 | $0 | $15,760 | $0 | $16,741 | $0 | $15,441 | $0 | $218,366 | $0 | $0 |
| LEE B SACKS MD | ||||||||||||||
| EVP, CHIEF MEDICAL OFFICER | $0 | $536,909 | $0 | $1,344,960 | $0 | $1,606,740 | $0 | $33,417 | $0 | $16,871 | $0 | $3,538,897 | $0 | $0 |
| LESLIE LENZO | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $525,002 | $0 | $105,297 | $0 | $15,974 | $0 | $22,417 | $0 | $19,341 | $0 | $688,031 | $0 | $0 |
| MICHAEL GREBE | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $534,832 | $0 | $279,350 | $0 | $181,220 | $0 | $90,670 | $0 | $0 | $0 | $1,086,072 | $0 | $39,171 |
| MICHAEL KERNS | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $324,582 | $0 | $70,419 | $0 | $25,968 | $0 | $25,167 | $0 | $35,728 | $0 | $481,864 | $0 | $0 |
| MIKE LAPPIN | ||||||||||||||
| SECRETARY | $0 | $724,919 | $0 | $856,997 | $0 | $345,262 | $0 | $123,330 | $0 | $20,010 | $0 | $2,070,518 | $0 | $106,199 |
| NAN NELSON | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $456,961 | $0 | $346,675 | $0 | $116,406 | $0 | $83,023 | $0 | $1,092 | $0 | $1,004,157 | $0 | $62,829 |
| RACHELLE HART | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $475,246 | $0 | $147,547 | $0 | $3,602 | $0 | $20,475 | $0 | $20,010 | $0 | $666,880 | $0 | $0 |
| REV KATHIE BENDER SCHWICH | ||||||||||||||
| SVP, MISSION & SPIRITUAL CARE | $0 | $265,612 | $0 | $390,634 | $0 | $168,400 | $0 | $25,167 | $0 | $76,270 | $0 | $926,083 | $0 | $0 |
| SCOTT POWDER | ||||||||||||||
| SVP, CHIEF STRATEGY OFFICER | $0 | $503,510 | $0 | $610,805 | $0 | $265,409 | $0 | $25,167 | $0 | $25,265 | $0 | $1,430,156 | $0 | $0 |
| STEVE HUSER | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $289,104 | $0 | $45,426 | $0 | $3,004 | $0 | $31,275 | $0 | $13,147 | $0 | $381,956 | $0 | $0 |
| SUSAN CAMPBELL | ||||||||||||||
| SVP OF PATIENT CARE, CHIEF NURSING O | $0 | $202,493 | $0 | $803,366 | $0 | $1,058,351 | $0 | $67,400 | $0 | $16,108 | $0 | $2,147,718 | $0 | $0 |
| VINCENT BUFALINO MD | ||||||||||||||
| PRESIDENT OF PHYS & AMB SVCS/ AMG | $0 | $581,015 | $0 | $931,954 | $0 | $373,611 | $0 | $25,167 | $0 | $27,060 | $0 | $1,938,807 | $0 | $0 |
| WILLIAM P SANTULLI | ||||||||||||||
| EVP, CHEIF OPERATING OFFICER | $0 | $1,073,245 | $0 | $2,114,312 | $0 | $777,832 | $0 | $25,167 | $0 | $25,003 | $0 | $4,015,559 | $0 | $0 |
| BRUCE D SMITH | ||||||||||||||
| SVP, FORMER CHIEF INFORMATION OFFICE | $0 | $0 | $0 | $508,520 | $0 | $0 | $0 | $0 | $0 | $46 | $0 | $508,566 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | KATHIE S. BENDER SCHWICH RECEIVED A HOUSING ALLOWANCE IN THE AMOUNT OF $50,000. |
| SCHEDULE J, PART I, LINE 4A | EARL J. BARNES II, FORMER ASSISTANT SECRETARY, RECEIVED A SERVERANCE PAYMENT IN THE AMOUNT OF $116,346 AND A LUMP SUM SEVERANCE PAYMENT OF $507,308. SUSAN CAMPBELL, FORMER DIRECTOR, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $95,192 AND A LUMP SUM SEVERANCE PAYMENT OF $273,658. LEE B. SACKS, FORMER CHIEF MEDICAL OFFICER, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $52,885 AND A LUMP SUM SEVERANCE PAYMENT OF $1,037,706. THESE PAYMENTS HAVE ALL BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| SCHEDULE J, PART I, LINE 4B | ADVOCATE 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: EARL J. BARNES II $161,281, KATHIE S. BENDER SCHWICH $96,607, KEVIN R. BRADY $193,428, VINCENT J. BUFALINO $201,425, BARBARA P. BYRNE $104,100, SUSAN CAMPBELL 524,114, KELLY JO GOLSON $129,294, DOMINIC NAKIS $281,176, SCOTT A. POWDER $149,513, LEE B. SACKS 266,143, WILLIAM P. SANTULLI $417,996, JAMES H. SKOGSBERGH $888,730. THE FOLLOWING EMPLOYEES HAVE NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: EARL J. BARNES II $108,830, SUSAN CAMPBELL, $36,733, AND GARY D. STUCK $18,342. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION'S BYLAWS PROVIDE THAT THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING, HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEE'S MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEE'S AUTHORITY INCLUDES: (A) NOMINATE CANDIDATES FOR ELECTION AS THE CHAIRPERSON AND VICE CHAIRPERSON OF THE BOARD; (B) BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; (C) CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; (D) HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND (E) ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 2 | AS JAMES DAN, M.D., VINCENT BUFALINO, M.D., GAIL HASBROUCK, EARL BARNES II, JAMES DOHENY, AND DOMINIC NAKIS 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. AS JAMES DAN, M.D., VINCENT BUFALINO, M.D., AND LEE SACKS, M.D. 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. AS JAMES DAN, M.D., VINCENT BUFALINO, M.D., GAIL HASBROUCK, EARL BARNES II, JAMES DOHENY, SCOTT POWDER, AND WILLIAM SANTULL 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 7B | ANY PROPOSED AMENDMENT TO CERTAIN SECTIONS OF THE BYLAWS SHALL REQURE THE BISHOP OF THE CHICAGO METROPOLITAN SYNOD AND THE ILLINOIS CONFERENCE MINISTER OF THE UNITED CHURCH OF CHRIST ("UCC") TO PROVIDE APPROVAL PRIOR TO RATIFICATION BY A MAJORITY VOTE OF THE UCC AND EVANGELICAL LUTHERAN CHURCH IN AMERICA ("ELCA") DIRECTORS THEN IN OFFICE VOTING FOR SUCH CHANGE. FURTHER, PRIOR TO THE BOARD'S CONSIDERATION OF SUCH AMENDMENTS, THE APPROVAL OF THE ELCA AND THE ILLINOIS UCC CONFERENCE COUNCIL SHALL BE OBTAINED. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. 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 (DEFINIED 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 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: ADVOCATEHEALTH.COM, 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 Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE GROUP PURCHASING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SPRING ROAD | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363786091 | EIN |
| Primary Activities | PURCHASING SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 363297360 | FUNDRAISING | IL | 501(C)(3) | LINE 7 | AHCN | Yes (1) | |
| ADVOCATE HEALTH AND HOSPITALS CORPORATION | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 362169147 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHCN | Yes (1) | |
| EHS HOME HEALTH CARE SERVICE INC | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 362913108 | HOME CARE | IL | 501(C)(3) | LINE 10 | AHHC | 0 | |
| ADVOCATE NORTH SIDE HEALTH NETWORK | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 363196629 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHHC | 0 | |
| ADVOCATE CONDELL MEDICAL CENTER | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 262525968 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHHC | 0 | |
| MERIDIAN HOSPICE | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 363158667 | HOSPICE CARE | IL | 501(C)(3) | LINE 10 | EHSHHCS | 0 | |
| HISPANO CARE INC | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 363606486 | HEALTH CARE | IL | 501(C)(3) | LINE 10 | ANSHN | 0 | |
| ADVOCATE SHERMAN HOSPITAL | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 362167920 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHCN | Yes (1) | |
| SHERMAN WEST COURT | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 363725580 | NURSING CARE | IL | 501(C)(3) | LINE 10 | ASH | 0 | |
| RAVENSWOOD HEALTH CARE FOUNDATION | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 363196628 | FUNDRAISING | IL | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| MASONIC FAMILY HEALTH FOUNDATION INC | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 364397387 | FUNDRAISING | IL | 501(C)(3) | LINE 12A, I | MFHS | 0 | |
| ADVOCATE AURORA HEALTH INC | |||||||||||
| 3075 HIGHLAND PKWY SUITE 600 | DOWNERS GROVE | IL | 60515 | 824184596 | SUPPORTING ORG | DE | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | IL | LegalDomicileStateCd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADV HOME CARE PRODUCTS INC | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 363315416 | HEALTH SERVICES | IL | N/A | C | 0 | ||||||||
| DREYER CLINIC INC | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 362690329 | MEDICAL SERVICES | IL | N/A | C | 0 | ||||||||
| BROMENN PHYS MGMT CORP | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 371313150 | MEDICAL SERVICES | IL | N/A | C | 0 | ||||||||
| EVANGELICAL SERVICES CORPORATION | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 363208101 | MGMT SERVICES | IL | C | Yes (1) | AHCN | -$11,794,560 | $271,110,262 | 1.00000 | |||||
| HIGH TECHNOLOGY INC | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 363368224 | MEDICAL SERVICES | IL | N/A | C | 0 | ||||||||
| PARKSIDE CENTER CONDO ASSOC | |||||||||||||||||
| 1775 W DEMPSTER ST | PARK RIDGE | IL | 60068 | 363452486 | PROP MGMT | IL | N/A | C | 0 | ||||||||
| ADVOCATE INSURANCE SPC | |||||||||||||||||
| 980422925 | INSURANCE | N/A | C | 0 | 878 W BAY RD PO BOX 1159 | GRAND CAYMAN | CJ | CJ | |||||||||
| ADVOCATE HPN NFP | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 810893878 | HLTH IMPR. MGMT | IL | N/A | C | 0 | ||||||||
| THE DELPHI GROUP IV INC | |||||||||||||||||
| 1425 N RANDALL RD | ELGIN | IL | 60123 | 364017279 | HLTH COST MGMT | IL | N/A | C | 0 | ||||||||
| SHERMAN VENTURES INC | |||||||||||||||||
| 3075 HIGHLAND PKWY | DOWNERS GROVE | IL | 60515 | 364292309 | HOLDING CO | IL | N/A | C | 0 | ||||||||
| ADVOCATE HEALTH PARTNERS | |||||||||||||||||
| 1701 W GOLF RD | ROLLING MEADOWS | IL | 60008 | 364032117 | HEALTH CARE MGMT | IL | N/A | C | Yes (1) | $775,779 | $102,522,392 | 0.50000 | |||||
| ADV PHYS PTNR ACCT CARE | |||||||||||||||||
| 1701 W GOLF RD | ROLLING MEADOWS | IL | 60008 | 455498384 | HEALTH CARE MGMT | IL | N/A | C | 0 | ||||||||
| ADV PHYS PTNR RISK PURCH GR | |||||||||||||||||
| 1701 W GOLF RD | ROLLING MEADOWS | IL | 60008 | 383914173 | GROUP MALPRACTICE SERVICES | IL | N/A | C | 0 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ADVOCATE SHERMAN HOSPITAL | ||
| A | $3,318,454 | COST |
| ADVOCATE CHARITABLE FOUNDATION | ||
| B | -$10,885,882 | COST |
| ADVOCATE SHERMAN HOSPITAL | ||
| E | $6,425,000 | COST |
| ADVOCATE HEALTH & HOSPITALS CORP | ||
| P | $128,482 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DREYER MERCY AMBULATORY SURGERY CENTER PARTNERSHIP, 36-3890298; 2357 SEQUOIA DRIVE, AURORA, IL 60506; PRIMARY ACTIVITY: MEDICAL SERVICES | ExplanationTxt |