ADVOCATE CHARITABLE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATE CHARITABLE FOUNDATION (EIN 36-3297360)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349328570
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T22:06:03-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363297360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVO | BusinessNameControlTxt |
| Phone | 4142991862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 WINDSOR DRIVE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BARBER | PersonNm |
| Person Title | VP OF TAX | PersonTitleTxt |
| Phone | 4142991862 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RANDY VARJU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 WINDSOR DRIVE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,844,198 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVOCATEHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATE CHARITABLE FOUNDATION (ACF) RAISES FUNDS FOR ADVOCATE HEALTH CARE. THE DONOR DETERMINES BOTH PROGRAM AND HOSPITAL WHICH BENEFIT FROM THE GIFT. THE FOUNDATION SERVES AS THE FIDUCIARY AGENT FOR THE GIFTS UNTIL USED FOR THE DONOR'S PURPOSE. ACF WILL USE 100% OF ALL DONATIONS FOR DONOR'S INTENDED PURPOSES AND PROGRAMS.ADVOCATE HEALTH CARE CONSISTS OF: ADVOCATE HEALTH & HOSPITALS CORPORATION (INCLUDING ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE GOOD SAMARITAN HOSPITAL, ADVOCATE GOOD SHEPHERD HOSPITAL, ADVOCATE LUTHERAN GENERAL HOSPITAL, ADVOCATE SOUTH SUBURBAN HOSPITAL, ADVOCATE TRINITY HOSPITAL, AND ADVOCATE MEDICAL GROUP), ADVOCATE NORTH SIDE HEALTH NETWORK, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE SHERMAN HOSPITAL, ADVOCATE HOME HEALTH SERVICES, ADVOCATE HOSPICE, AND VARIOUS SYSTEM-WIDE PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 290 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,782,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,552,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,915,868 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,173,714 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$280,760 | PYOtherRevenueAmt |
| CY Other Revenue | $293,873 | CYOtherRevenueAmt |
| PY Total Revenue | $38,418,076 | PYTotalRevenueAmt |
| CY Total Revenue | $40,020,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,857,582 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,018,337 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,391,434 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,235,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,155,239 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,623,640 | PYOtherExpensesAmt |
| CY Other Expenses | $2,651,815 | CYOtherExpensesAmt |
| PY Total Expenses | $32,872,656 | PYTotalExpensesAmt |
| CY Total Expenses | $27,905,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,545,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,114,967 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $194,672,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,326,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,346,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,397,345 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $191,325,333 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $202,929,517 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O: TO EMBRACE THE MISSION OF ADVOCATE HEALTH CARE (A NON-FOR-PROFIT FAMILY OF HOSPITALS AND CAREGIVERS), CULTIVATE PHILANTHROPIC PARTNERSHIPS, AND INCREASE CHARITABLE SUPPORT OF ADVOCATE HEALTH CARE'S CLINICAL, EDUCATION AND RESEARCH PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,474,950 | ExpenseAmt |
| Grant | $16,277,692 | GrantAmt |
| Revenue | $810,910 | RevenueAmt |
| Desc | GENERAL AND CLINICAL SUPPORTDONOR GIFTS WERE USED TO SUPPORT CLINICAL PROGRAMS BY REIMBURSING OPERATING EXPENSES AND BY PROVIDING CAPITAL EXPENDITURES FOR EQUIPMENT AND FACILITIES RENOVATION AND CONSTRUCTION. PROGRAMS FOR SPECIAL NEEDS PATIENTS SUPPORT INCLUDED AN ADULT DOWN SYNDROME CLINIC, DENTAL CARE FOR THE DISABLED, CHILDHOOD SEXUAL TRAUMA THERAPY, OLDER ADULT SERVICES, PEDIATRIC DEVELOPMENT EVALUATIONS AND TREATMENTS, AND NEONATAL BEREAVEMENT COUNSELING. CLINIC PROGRAMS WERE ENHANCED THROUGH CAPITAL PURCHASES SUCH AS EQUIPPING EMERGENCY ROOMS, RENOVATIONS OF SURGICAL SUITES, EXPANSIONS OF CARDIAC AND CANCER CARE CENTERS, DIAGNOSTIC IMAGING EQUIPMENT, AND REMODELING OF PEDIATRIC INTENSIVE CARE UNITS. COMMUNITY OUTREACH PROGRAMS SUPPORTED BY GIFTS INCLUDED SCHOOL-BASED HEALTH CLINICS, DENTAL PROGRAMS FOR SPECIAL NEEDS POPULATIONS, FAITH COMMUNITY PARTNERSHIPS INCLUDING PARISH NURSING, CHILDHOOD IMMUNIZATIONS, CHILD DEVELOPMENT EDUCATION, SAFETY PROGRAMS, PATIENT FAMILY SUPPORT, ADDICTION COUNSELING, HEALTH COMMUNICATION FOR THE DEAF, AND ASTHMA MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $776,424 | ExpenseAmt |
| Grant | $767,128 | GrantAmt |
| Desc | SCHOLARSHIPS AND EDUCATION PROGRAMSDONOR GIFTS WERE USED TO SUPPORT EDUCATION OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS, CONTINUING EDUCATION OF MEDICAL STAFF PHYSICIANS, PASTORAL CARE (HOSPITAL CHAPLAIN) EDUCATION, ADMINISTRATIVE FELLOWSHIPS, ACCREDITATION TRAINING FOR PARAMEDICS, FELLOWSHIPS IN HEALTH CARE ADMINISTRATION, A NURSING RESIDENCY, AND CONTINUING EDUCATION OF ADVOCATE AND COMMUNITY CAREGIVERS ESPECIALLY NURSES AND CLINICAL TECHNICIANS. MEDICAL LIBRARIES AND CLINICAL EDUCATION LEARNING CENTERS WERE ENHANCED BY DONOR GIFTS. THE SYSTEM EDUCATED ABOUT 1,400 MEDICAL STUDENTS, ABOUT 600 MEDICAL RESIDENTS AND FELLOWS, ABOUT 100 PASTORAL CARE STUDENTS, AND MORE THAN 10,000 NURSES AND OTHER CAREGIVERS. SCHOLARSHIPS ARE PROVIDED FOR CONTINUING EDUCATION OF EMPLOYEES AND TO STUDENTS IN HIGH SCHOOL AND COLLEGE INTERESTED IN HEALTH CARE OCCUPATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $970,755 | ExpenseAmt |
| Grant | $959,132 | GrantAmt |
| Desc | MEDICAL RESEARCHDONOR GIFTS WERE USED TO SUPPORT BOTH BASIC RESEARCH IN PEDIATRIC ONCOLOGY AND CLINICAL RESEARCH IN THE AREAS OF ADULT ONCOLOGY, CARDIOLOGY, ADDICTION MEDICINE, RENAL DISEASE, NEONATAL CARE, EMERGENCY MEDICINE, NURSING CLINICAL PROCEDURES, AND PEDIATRIC ONCOLOGY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,558 | ExpenseAmt |
| Grant | $14,385 | GrantAmt |
| Desc | SMALL GIFTS ARE MADE TO UNRELATED 501 (C)(3) CHARITIES AS MEMORIAL GIFTS FOR DECEASED MEMBERS OF FAMILIES OF DONORS AND ADVOCATE ASSOCIATES. ALSO INCLUDED ARE THE TAX DEDUCTIBLE PORTION OF TICKETS TO EVENTS SPONSORED BY RELATED 501 (C)(3) CHARITIES WHICH DONATE TO ADVOCATE PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,558 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,385 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $18,236,687 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| 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 | 54 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142991576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 WINDSOR DRIVE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY T SMITH | |||||||||
| DIRECTOR, CHAIRPERSON | 1.00 | 55.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RANDY VARJU | |||||||||
| DIRECTOR, PRESIDENT | 55.00 | 1.00 | Yes (X) | Yes (X) | $522,720 | $0 | $291,096 | ||
| LESLIE WININGER | |||||||||
| DIRECTOR, PRESIDENT | 1.00 | 55.00 | Yes (X) | Yes (X) | $0 | $308,483 | $60,264 | ||
| JAMES SKOGSBERGH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $28,850,544 | $2,012,135 | |||
| WILLIAM SANTULLI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $7,191,882 | $674,339 | |||
| THOMAS CRAWFORD AKA PAT CRAWFORD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $3,000 | $0 | |||
| CAROLINE SMITH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ASH LUTHRA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK IGLESKI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY STAPLETON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB PERRI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCESCA POPPER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $284,185 | $18,235 | |||
| REV DR ROBERT DAVIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JP HILLS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIA NICHOLS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $1,343,023 | $252,781 | |||
| NAN NELSON | |||||||||
| TREASURER | 1.00 | 55.00 | Yes (X) | $0 | $1,472,483 | $272,483 | |||
| RACHELLE HART | |||||||||
| SECRETARY, ASST SECRETARY | 1.00 | 55.00 | Yes (X) | $0 | $1,101,754 | $224,620 | |||
| RACHEL HALVERSON | |||||||||
| ASSISTANT TREASURER | 1.00 | 55.00 | Yes (X) | $0 | $726,813 | $64,719 | |||
| BRAD CLARK | |||||||||
| ASSISTANT TREASURER | 1.00 | 55.00 | Yes (X) | $0 | $2,513,703 | $419,389 | |||
| KEVIN FITCH | |||||||||
| ASSISTANT TREASURER | 1.00 | 55.00 | Yes (X) | $0 | $606,126 | $144,348 | |||
| MICHAEL KERNS | |||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | Yes (X) | $0 | $834,378 | $132,619 | |||
| KATHERINE KETNER | |||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLYSON REGNIER | |||||||||
| VP DEVELOPMENT | 55.00 | 1.00 | $236,020 | $0 | $36,037 | Yes (X) | |||
| JOHN HOLMBERG | |||||||||
| VP PLANNED GIVING | 55.00 | 1.00 | $219,995 | $0 | $25,277 | Yes (X) | |||
| JENNIFER COSBY-THANOS | |||||||||
| VP DEVELOPMENT | 55.00 | 1.00 | $216,315 | $0 | $30,494 | Yes (X) | |||
| DAVINA MARTIN | |||||||||
| VP DEVELOPMENT | 55.00 | 1.00 | $236,645 | $0 | $11,971 | Yes (X) | |||
| LESLIE LENZO | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $127,097 | $0 | Yes (X) | |||
| JAMES SLINKMAN | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $689,283 | $174,709 | Yes (X) | |||
| DOMINICA TALLARICO | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $489,709 | $438,888 | Yes (X) | |||
| DOMINIC NAKIS | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $3,375,856 | $1,231,995 | Yes (X) | |||
| JAMES DOHENY | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $531,922 | $26,867 | Yes (X) | |||
| STEVE HUSER | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $561,236 | $18,835 | Yes (X) | |||
| MICHAEL GREBE | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $1,076,461 | $64,107 | Yes (X) | |||
| MARY MATTHEWS | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $414,011 | $52,776 | Yes (X) | |||
| SUSAN ABDERHOLDEN | |||||||||
| FORMER HCE | 0.00 | 0.00 | $174,987 | $0 | $8,980 | Yes (X) | |||
| JO AMICK | |||||||||
| FORMER HCE | 0.00 | 0.00 | $176,804 | $0 | $20,336 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,783,486 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $52,501,949 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,708,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $2,285,864 | FundraisingAmt |
| Related Organizations | $9,000,000 | RelatedOrganizationsAmt |
| Government Grants | $13,050 | GovernmentGrantsAmt |
| All Other Contributions | $17,253,636 | AllOtherContributionsAmt |
| Noncash Contributions | $3,208,358 | NoncashContributionsAmt |
| Total Contributions | $28,552,550 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,947 | TotalRevenueColumnAmt |
| Exclusion | $96,947 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,076,767 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,076,767 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,076,767 | TotalRevenueColumnAmt |
| Exclusion | $11,076,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $292,329 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,285,864 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $819,186 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$526,857 | TotalRevenueColumnAmt |
| Exclusion | -$526,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $14,695 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,875 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,820 | TotalRevenueColumnAmt |
| Exclusion | $9,820 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $810,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $810,910 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $810,910 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,020,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $810,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,656,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,018,337 | TotalAmt |
| Program Services | $18,018,337 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,517,192 | TotalAmt |
| Program Services | $109,314 | ProgramServicesAmt |
| Management And General | $43,725 | ManagementAndGeneralAmt |
| Fundraising | $1,364,153 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,317,209 | TotalAmt |
| Program Services | $66,313 | ProgramServicesAmt |
| Management And General | $60,645 | ManagementAndGeneralAmt |
| Fundraising | $4,190,251 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,721 | TotalAmt |
| Program Services | $9,083 | ProgramServicesAmt |
| Management And General | $5,397 | ManagementAndGeneralAmt |
| Fundraising | $287,241 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,965 | TotalAmt |
| Program Services | $20,788 | ProgramServicesAmt |
| Management And General | $11,992 | ManagementAndGeneralAmt |
| Fundraising | $639,185 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,931 | TotalAmt |
| Program Services | $12,852 | ProgramServicesAmt |
| Management And General | $7,637 | ManagementAndGeneralAmt |
| Fundraising | $406,442 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,026 | TotalAmt |
| Management And General | $27,026 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,262 | TotalAmt |
| Management And General | $28,262 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,095 | TotalAmt |
| Management And General | $36,000 | ManagementAndGeneralAmt |
| Fundraising | $140,095 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,042 | TotalAmt |
| Fundraising | $3,042 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,947 | TotalAmt |
| Fundraising | $100,947 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,853 | TotalAmt |
| Fundraising | $160,853 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45 | TotalAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,045 | TotalAmt |
| Fundraising | $48,045 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,315 | TotalAmt |
| Fundraising | $95,315 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,670 | TotalAmt |
| Fundraising | $7,670 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763 | TotalAmt |
| Management And General | $763 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,677 | TotalAmt |
| Management And General | $224,677 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FUNDRAISING MEETING | $1,567,811 | $0 | $1,567,811 |
| BAD DEBT | $60,930 | $60,930 | |
| BANK FEES | $6,145 | $6,145 | |
| DEVELOPMENT | $276 | $276 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,913 | TotalAmt |
| Fundraising | $143,913 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,905,170 | TotalAmt |
| Program Services | $18,236,687 | ProgramServicesAmt |
| Management And General | $513,244 | ManagementAndGeneralAmt |
| Fundraising | $9,155,239 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,812,105 | BOYAmt |
| EOY | $24,760,947 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,180,816 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,357,961 | BOYAmt |
| EOY | $20,911,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650 | BOYAmt |
| EOY | $887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,993,446 | BOYAmt |
| EOY | $152,253,335 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,527,792 | BOYAmt |
| EOY | $2,426,640 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,798,305 | BOYAmt |
| EOY | $5,973,116 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,672,075 | BOYAmt |
| EOY | $206,326,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,827 | BOYAmt |
| EOY | $561,373 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,609,915 | BOYAmt |
| EOY | $2,835,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,346,742 | BOYAmt |
| EOY | $3,397,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,244,821 | BOYAmt |
| EOY | $25,110,742 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,080,512 | BOYAmt |
| EOY | $177,818,775 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,325,333 | BOYAmt |
| EOY | $202,929,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,672,075 | BOYAmt |
| EOY | $206,326,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,114,967 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $282,330 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$793,113 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,766,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,024,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,302,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,370,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,552,553 | CurrentTaxYearAmt |
| Total | $126,015,766 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,766,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,024,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,302,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,370,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,552,553 | CurrentTaxYearAmt |
| Total | $126,015,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $44,461,879 | SubstantialContributorsTotAmt |
| Public Support Total170 | $81,553,887 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $541,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,947 | CurrentTaxYearAmt |
| Total | $890,302 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $126,906,068 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,508,972 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,320,553 | BeginningYearBalanceAmt |
| Contributions | $403,755 | ContributionsAmt |
| Investment Earnings Or Losses | $5,001,083 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $99,443 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,457,468 | OtherExpendituresAmt |
| End Year Balance | $68,168,480 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,600,699 | BeginningYearBalanceAmt |
| Contributions | $2,452,453 | ContributionsAmt |
| Investment Earnings Or Losses | $4,740,902 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $98,484 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,375,017 | OtherExpendituresAmt |
| End Year Balance | $65,320,553 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,848,060 | BeginningYearBalanceAmt |
| Contributions | $622,930 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,439,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $99,028 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,331,272 | OtherExpendituresAmt |
| End Year Balance | $60,600,699 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,064,816 | BeginningYearBalanceAmt |
| Contributions | $1,252,569 | ContributionsAmt |
| Investment Earnings Or Losses | $7,772,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,793 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,151,199 | OtherExpendituresAmt |
| End Year Balance | $65,848,060 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,547,987 | BeginningYearBalanceAmt |
| Contributions | -$1,446,646 | ContributionsAmt |
| Investment Earnings Or Losses | $3,241,302 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,718 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,187,109 | OtherExpendituresAmt |
| End Year Balance | $59,064,816 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,141 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,759 | DepreciationAmt |
| Book Value | $382 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,430 | DepreciationAmt |
| Book Value | $505 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $887 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES AND TRUSTS LIABILITIES | Desc |
| Amt | $2,835,972 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,835,972 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INDIRECT PUBLIC SUPPORT TREATED AS INCREASE IN NET ASSETS DIRECT PUBLIC SUPPORT TREATED AS INCREASE IN NET ASSETS GAIN(LOSS) FROM SALES OF SECURITIES TREATED AS AN INCREASE IN NET INVESTMENT INCOME (INCLUDES DIVIDENDS & INTEREST) SPECIAL EVENT NON-CASH GIFTS NET SURPLUS FROM SPECIAL EVENTS TREATED AS INCREASE IN NET ASSETS ON THE PLEDGE DISCOUNT GOVERNMENT GRANTS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER GRANTS TREATED AS DECREASES IN NET ASSETS CONTRIBUTIONS TO EXTERNAL 501(C)(3) ORGANIZATIONS EVENT EXPENSES GAMING EXPENSES EXPENSES FROM USE OF NON-CASH GIFTS IN KIND, NOT BOOKED, USED FOR POST EMPLOY COSTS BAD DEBT EXPENSE FUNDRAISING EXPENSE |
| FORM 990, SCHEDULE D, PART V, LINE 4 | SCHEDULE D PART V LINE AT 12/31/2024, ADVOCATE CHARITABLE FOUNDATION HAD 75 ACTIVE ENDOWMENTS. THE PURPOSE OF EACH ENDOWMENT IS BASED EITHER ON THE PROGRAM/PROJECT BENEFICIARY DESIGNATED BY THE LEAD DONOR OR BY A PUBLIC SOLICITATION FOR GIFTS THROUGH ACF. EXCEPT FOR OLDER ENDOWMENTS, EACH ENDOWMENT'S PURPOSE IS DOCUMENTED IN A MEMO OF UNDERSTANDING SIGNED BY THE SITE PRESIDENT, THE FOUNDATION PRESIDENT, AND THE LEAD DONOR IF APPLICABLE. ALL OF THE ENDOWMENTS ARE IN A SINGLE INVESTMENT PORTFOLIO WHICH ALLOCATES INVESTMENT INCOME AND RELATED EXPENSES TO EACH ENDOWMENT BASED ON THE ENDOWMENT'S SHARE OF THE PORTFOLIO'S INVESTMENTS. A SPENDING POLICY BY THE ACF BOARD DEFINES ANNUAL TRANSFERS TO A SPENDING FUND FOR EACH ENDOWMENT BASED ON 4% OF EACH ENDOWMENT'S MARKET VALUE. THE ENDOWMENTS ARE SUBJECT TO THE "UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT" OF THE STATE OF ILLINOIS. SCHEDULE D PART XI LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN DIRECT PUBLIC SUPPORT TREATED AS INCREASE IN NET ASSETS $16,399,903 PLEDGE DISCOUNT $ (952,599) SPECIAL EVENT NON-CASH GIFTS $ 2,932,911 INDIRECT PUBLIC SUPPORT TREATED AS INCREASE IN NET ASSETS $ 9,000,000 INVESTMENT INCOME (INCLUDES DIVIDENDS & INTEREST) $ (125,208) GAIN(LOSS) FROM SALES OF SECURITIES TREATED AS AN INCREASE IN NET ASSETS-REALIZED $(11,076,767) GOVERNMENT GRANTS $ 13,050 NET SURPLUS FROM SPECIAL EVENTS TREATED AS INCREASE IN NET ASSETS ON THE AUDITED FINANCIAL STATEMENTS $ 957,917 TOTAL $17,149,206 SCHEDULE D PART XII LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN OTHER GRANTS TREATED AS DECREASES IN NET ASSETS $ 17,933,877 CONTRIBUTIONS TO EXTERNAL 501C3 ORGANIZATIONS $ (14,384) EVENT EXPENSES $ (819,186) GAMING EXPENSES $ (4,875) EXPENSES FROM USE OF NON-CASH GIFTS IN KIND, NOT BOOKED, USED FOR EVENTS/GAMING $ 2,932,911 POST EMPLOY COSTS $ (1,594) BAD DEBT EXPENSE $ 60,931 FUNDRAISING EXPENSE $ (17,797) TOTAL $ 20,069,883 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GATHER | Event1Nm |
| Gross Receipts Event1 | $526,876 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $494,701 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,175 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,525 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $47,698 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $106,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $37,353 | OtherDirectExpensesEvent1Amt |
| Event2 | SHEPHERD CIRCLE BARN DANCE | Event2Nm |
| Gross Receipts Event2 | $445,230 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $396,582 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,648 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $48,999 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,982 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $67,016 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,606,087 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,394,581 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $211,506 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $17,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $155,517 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $43,458 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $266,438 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,578,193 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,285,864 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $292,329 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,525 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $252,214 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $153,640 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $370,807 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $819,186 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$526,857 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $14,695 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $4,875 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $14,695 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $4,875 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $4,875 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $9,820 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.05000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.95000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEGAN FERGUS | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 WINDSOR DRIVE | AddressLine1Txt |
| City | OAK BROOKS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACF EVENTS TEAM STAFF MEMBERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Prov | EMPLOYEE/INDEPENDENT | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | NO VENDORS ARE PAID A PERCENTAGE OF DONATIONS GENERATED BUT ARE REIMBURSED FOR THEIR PROFESSIONAL SERVICES AND RELATED EXPENSES (E.G. POSTAGE AND PRINTING) THROUGH INVOICES. ALL DONATIONS GENERATED ARE SENT DIRECTLY BY THE DONOR TO THE CHARITY AND ARE RETAINED IN FULL BY THE CHARITY. PAYMENTS FOR PROFESSIONAL SERVICES AND EXPENSES ARE SEPARATELY IDENTIFIED IN CONTRACTS AND BILLED INVOICES. DEPENDING ON THE SPECIFIC MAIL APPEAL, OTHER VENDORS MAY PROVIDE GRAPHIC DESIGN, PRINTING, OR MAILING SERVICES. REMINDERS FOR PROMISED PAYMENTS ARE SENT TO THE DONOR BY THE CHARITY AND THOSE PAYMENTS GO DIRECTLY TO THE CHARITY. NO PHONE APPEALS HAVE BEEN MADE SINCE 2010. MAIL APPEALS AND EVENTS ARE IMPORTANT SOURCES OF NEW DONORS AND THE COST TO ATTRACT A NEW DONOR CAN BE SUBSTANTIAL. THE EVENTS PLANNING CONSULTANT WORKS WITH STAFF AND VOLUNTEER GALA COMMITTEES TO CREATE THE EVENT THEME, IDENTIFY VENUES, PLAN THE MENU, AND HELP IMPLEMENT THE EVENT. ALL DECISIONS ARE MADE BY THE CHARITY'S STAFF. |
| SCHEDULE G PART II | THE CHARITY WAS THE SPONSOR OF 1 GOLF EVENT, 7 DINNER DANCES, 2 WALKS/RUNS, AND 1 OTHER EVENTS (CONCERTS, CAR SHOW). THE EXCLUSION OF EVENT CONTRIBUTIONS FROM SCHEDULE G UNDERSTATES THE PROFITABILITY OF EVENTS. THE NET INCOME FROM EVENTS (SCHEDULE G, PART II, LINE 11 AS WELL AS FORM 990, PART VIII, LINE 8C) SHOW A LOSS OF $526,857, HOWEVER THAT EXCLUDES $2,285,864 OF RELATED DONATIONS (FORM 990, PART VIII, LINE 1C). EVENTS REVENUE FOR SCHEDULE G REPRESENT ONLY THAT PORTION FOR WHICH THE DONOR RECEIVES VALUE (COST OF AUCTION ITEM AND MARKET VALUE FOR FOOD/ENTERTAINMENT RECEIVED). REVENUES FROM DONATED GIFTS-IN-KIND FOR USE IN AUCTIONS ARE ALSO EXCLUDED FROM SCHEDULE G, PART II, LINE 11, BUT THE RELATED EXPENSES FOR USE OF THOSE AUCTION "PRIZES ARE INCLUDED". ALSO INCLUDED AS EXPENSE FOR SCHEDULE G ARE EXPENSE ITEMS NOT "OF VALUE" TO THE DONOR (E.G. INVITATIONS PRINTING/POSTAGE AND TENTS FOR CATERERS) WHICH HAVE TO BE COVERED BY THE DONATIONS TO THE EVENT EXCLUDED FROM SCHEDULE G. THE CHARITY REPORTS THE TAX DEDUCTIBLE AMOUNTS FOR TICKETS AND AUCTION PURCHASES AS REQUIRED BY THE IRS. |
| SCHEDULE G PART III | GAMING GAMING BY THE CHARITY CONSISTED OF ONLY RAFFLE TICKETS WHICH ARE SOLD AT EVENTS OR SOLD AT SITES OF CARE FOR SPECIFIC PROGRAMS. MANY RAFFLES PROVIDE THE WINNER WITH 50% OF THE GROSS PROCEEDS. OTHER RAFFLES GIVE PRIZES DONATED AS GIFTS-IN-KIND (GIK) BY BUSINESSES AND INDIVIDUALS. THE EXCLUSION OF REVENUES FROM GIK FOR RAFFLE PRIZES FROM SCHEDULE G UNDERSTATES THE PROFITABILITY OF RAFFLE EVENTS AS GIK REVENUES ARE EXCLUDED. RAFFLE REVENUES ARE REPORTED TO DONORS AS NON-TAX DEDUCTIBLE GIFTS FOLLOWING IRS RECEIPTING REQUIREMENTS. THE CHARITY REPORTS WINNERS TO THE IRS AND WITHHOLDS WINNINGS AS REQUIRED AND DOES NOT MAIL RAFFLE TICKETS OR ORDER FORMS AS SUCH USE OF THE U.S. MAIL IS PROHIBITED BY FEDERAL LAW. RAFFLE LICENSES ARE OBTAINED AS REQUIRED BY STATE AND LOCAL LAWS. |
| SCHEDULE G PART III (GAMING) LINE 16 | GAMING STAFF THE STAFF RESPONSIBLE FOR GAMING MANAGER FUNCTION HAS NO PART OF THEIR COMPENSATION SPECIFICALLY IDENTIFIED FOR SUCH ACTIVITIES. FOR ANY PARTICULAR STAFF MEMBER, THEIR DUTIES WOULD BE AT MOST ONE TO TWO HOURS PER YEAR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATE HEALTH & HOSPITALS CORP | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 362169147 | 501(C)(3) | $8,817,586 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE HEALTH & HOSPITALS CORP | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 362169147 | 501(C)(3) | $574,419 | $0 | SCHOLARSHIPS & EDUC |
| ADVOCATE HEALTH & HOSPITALS CORP | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 362169147 | 501(C)(3) | $13,010 | $0 | MEDICAL RESEARCH |
| ADVOCATE NORTHSIDE HEALTH NETWORK | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 363196629 | 501(C)(3) | $1,358,584 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE NORTHSIDE HEALTH NETWORK | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 363196629 | 501(C)(3) | $84,228 | $0 | SCHOLARSHIPS & EDUC |
| ADVOCATE CONDELL MEDICAL CENTER | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 262525968 | 501(C)(3) | $490,327 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE HOME HEALTH SERVICES | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 362913108 | 501(C)(3) | $47,029 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE HOSPICE | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 363158667 | 501(C)(3) | $5,537 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE SHERMAN HOSPITAL | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 362167920 | 501(C)(3) | $111,592 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE AURORA RESEARCH INSTITUTE | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 464361213 | 501(C)(3) | $42,849 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE AURORA RESEARCH INSTITUTE | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 464361213 | 501(C)(3) | $8,895 | $0 | SCHOLARSHIPS & EDUC |
| ADVOCATE AURORA RESEARCH INSTITUTE | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 464361213 | 501(C)(3) | $943,617 | $0 | MEDICAL RESEARCH |
| ADVOCATE AURORA HEALTH | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 824184596 | 501(C)(3) | $502,895 | $0 | CLINICAL & GEN SPPRT |
| ADVOCATE AURORA HEALTH | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 824184596 | 501(C)(3) | $99,586 | $0 | SCHOLARSHIPS & EDUC |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE DONOR DETERMINES BOTH THE HOSPITAL AND THE PROGRAM WHICH BENEFIT FROM THE GIFT AND ACF SERVES AS THE PHILANTHROPIC AGENT FOR GIFTS UNTIL USED FOR THE DONORS' PURPOSES. THE FUND ADMINISTRATOR (APPOINTED BY THE SITE'S CHIEF EXECUTIVE) AND ACF HAVE A JOINT FIDUCIARY RESPONSIBILITY TO USE ALL GIFTS CONSISTENT WITH THE DONORS' INTENT. THE FUND ADMINISTRATORS APPROVE TRANSFERS FROM RESTRICTED FUNDS. THEY ARE PROVIDED WITH MONTHLY ACCOUNTING REPORTS SHOWING EACH FUND'S ASSETS, LIABILITIES, NEW GIFTS AND TRANSFERS OUT. ANY TRANSFER FROM A RESTRICTED FUND OF $5,000 OR MORE MUST HAVE AN APPROVAL FROM AN ACF VICE PRESIDENT OR THE EXECUTIVE DIRECTOR, FINANCE VERIFYING THAT THE USE IS CONSISTENT WITH DONORS' INTENT. RESTRICTED GIFTS ARE DIRECTLY TO ACF'S SEPARATE BANK ACCOUNT FOR ACCOUNTING WITHIN AN APPROPRIATE RESTRICTED FUND FROM THE TIME OF RECEIPT. WITHIN A FEW DAYS OF DEPOSIT OF EACH GIFT, FOR ALL GIFTS OF $25 OR MORE, THE DONOR RECEIVES A LETTER FROM ACF WITH THE AMOUNT OF THE GIFT AND THE NAME OF THE RESTRICTED FUND FOR THE GIFT, INCLUDING THE NAME OF THE RELATED HOSPITAL. NO PAYMENT IS MADE DIRECTLY FROM A RESTRICTED FUND AND ALL PURCHASES HAVE TO BE MADE THROUGH ADVOCATE HEALTH CARE'S ACCOUNTS PAYABLE STAFF SUBJECT TO SYSTEM POLICIES AND INTERNAL CONTROLS. OPERATING EXPENSES ARE CHARGED TO A HOSPITAL DEPARTMENT AND ARE SUBJECT TO REVIEW THROUGH THE MONTHLY ACCOUNTING REPORTS. NO COMPENSATION IS PAID TO AN ADVOCATE EMPLOYEE EXCEPT THROUGH THE PAYROLL SYSTEM. CAPITAL EXPENDITURES ARE REVIEWED AND CONTROLLED BY THE SITE VP/DIRECTOR OF FINANCE. TRANSFERS ARE REVIEWED FOR APPROPRIATE USE. INTERNAL AUDIT PERIODICALLY CONDUCTS INTERNAL CONTROL AUDITS OF THE GIFTS PROCESSING AND FUND ACCOUNTING PROCESSES. COPIES OF THE FUND TRANSFER REQUESTS AND RELATED DOCUMENTATION ARE RETAINED IN AN IMAGING SYSTEM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES SKOGSBERGH | ||||||||||||||
| DIRECTOR | $0 | $1,753,853 | $0 | $14,440,055 | $0 | $12,656,636 | $0 | $1,991,487 | $0 | $20,648 | $0 | $30,862,679 | $0 | $793,002 |
| WILLIAM SANTULLI | ||||||||||||||
| DIRECTOR | $0 | $827,709 | $0 | $3,009,211 | $0 | $3,354,962 | $0 | $642,892 | $0 | $31,447 | $0 | $7,866,221 | $0 | $324,949 |
| DOMINIC NAKIS | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $3,375,856 | $0 | $1,231,323 | $0 | $672 | $0 | $4,607,851 | $0 | $121,372 |
| BRAD CLARK | ||||||||||||||
| ASSISTANT TREASURER | $0 | $1,697,429 | $0 | $713,004 | $0 | $103,270 | $0 | $390,217 | $0 | $29,172 | $0 | $2,933,092 | $0 | $80,691 |
| NAN NELSON | ||||||||||||||
| TREASURER | $0 | $777,681 | $0 | $470,058 | $0 | $224,744 | $0 | $242,042 | $0 | $30,441 | $0 | $1,744,966 | $0 | $122,557 |
| DIA NICHOLS | ||||||||||||||
| DIRECTOR | $0 | $1,000,002 | $0 | $347,262 | $0 | -$4,241 | $0 | $216,433 | $0 | $36,348 | $0 | $1,595,804 | $0 | $95,636 |
| RACHELLE HART | ||||||||||||||
| SECRETARY, ASST SECRETARY | $0 | $614,765 | $0 | $357,466 | $0 | $129,523 | $0 | $197,216 | $0 | $27,404 | $0 | $1,326,374 | $0 | $103,904 |
| MICHAEL GREBE | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $1,076,461 | $0 | $64,107 | $0 | $0 | $0 | $1,140,568 | $0 | $96,507 |
| MICHAEL KERNS | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $124,247 | $0 | $132,984 | $0 | $577,147 | $0 | $104,387 | $0 | $28,232 | $0 | $966,997 | $0 | $80,710 |
| DOMINICA TALLARICO | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $489,709 | $0 | $438,888 | $0 | $0 | $0 | $928,597 | $0 | $32,400 |
| JAMES SLINKMAN | ||||||||||||||
| FORMER OFFICER | $0 | $452,806 | $0 | $171,108 | $0 | $65,369 | $0 | $140,592 | $0 | $34,117 | $0 | $863,992 | $0 | $80,370 |
| RANDY VARJU | ||||||||||||||
| DIRECTOR, PRESIDENT | $5,794 | $0 | $0 | $0 | $516,926 | $0 | $289,213 | $0 | $1,883 | $0 | $813,816 | $0 | $43,947 | $0 |
| RACHEL HALVERSON | ||||||||||||||
| ASSISTANT TREASURER | $0 | $459,421 | $0 | $261,388 | $0 | $6,004 | $0 | $33,350 | $0 | $31,369 | $0 | $791,532 | $0 | $32,400 |
| KEVIN FITCH | ||||||||||||||
| ASSISTANT TREASURER | $0 | $420,118 | $0 | $175,987 | $0 | $10,021 | $0 | $113,303 | $0 | $31,045 | $0 | $750,474 | $0 | $56,223 |
| STEVE HUSER | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $29,530 | $0 | $531,706 | $0 | $18,835 | $0 | $0 | $0 | $580,071 | $0 | $48,323 |
| JAMES DOHENY | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $531,922 | $0 | $17,094 | $0 | $9,773 | $0 | $558,789 | $0 | $43,643 |
| MARY MATTHEWS | ||||||||||||||
| FORMER OFFICER | $0 | $312,185 | $0 | $74,808 | $0 | $27,018 | $0 | $33,350 | $0 | $19,426 | $0 | $466,787 | $0 | $31,922 |
| LESLIE WININGER | ||||||||||||||
| DIRECTOR, PRESIDENT | $0 | $267,778 | $0 | $47,019 | $0 | -$6,314 | $0 | $32,444 | $0 | $27,820 | $0 | $368,747 | $0 | $29,986 |
| FRANCESCA POPPER | ||||||||||||||
| DIRECTOR | $0 | $224,878 | $0 | $55,567 | $0 | $3,740 | $0 | $8,544 | $0 | $9,691 | $0 | $302,420 | $0 | $9,900 |
| ALLYSON REGNIER | ||||||||||||||
| VP DEVELOPMENT | $195,364 | $0 | $46,510 | $0 | -$5,854 | $0 | $7,256 | $0 | $28,781 | $0 | $272,057 | $0 | $6,939 | $0 |
| DAVINA MARTIN | ||||||||||||||
| VP DEVELOPMENT | $193,659 | $0 | $43,551 | $0 | -$565 | $0 | $3,636 | $0 | $8,335 | $0 | $248,616 | $0 | $4,891 | $0 |
| JENNIFER COSBY-THANOS | ||||||||||||||
| VP DEVELOPMENT | $178,547 | $0 | $42,317 | $0 | -$4,549 | $0 | $6,626 | $0 | $23,868 | $0 | $246,809 | $0 | $0 | $0 |
| JOHN HOLMBERG | ||||||||||||||
| VP PLANNED GIVING | $179,306 | $0 | $42,589 | $0 | -$1,900 | $0 | $6,657 | $0 | $18,620 | $0 | $245,272 | $0 | $6,348 | $0 |
| JO AMICK | ||||||||||||||
| FORMER HCE | $121,438 | $0 | $52,590 | $0 | $2,776 | $0 | $13,922 | $0 | $6,414 | $0 | $197,140 | $0 | $22,128 | $0 |
| SUSAN ABDERHOLDEN | ||||||||||||||
| FORMER HCE | $0 | $0 | $0 | $0 | $174,987 | $0 | $0 | $0 | $8,980 | $0 | $183,967 | $0 | $30,197 | $0 |
| LESLIE LENZO | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $127,097 | $0 | $0 | $0 | $0 | $0 | $127,097 | $0 | $1,796 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4A THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2024 THAT HAS BEEN PROPERLY RECORDED ON FORM 990, PART VII, SECTION A: DOMINIC NAKIS - $330,000 JAMES DOHENY - $273,416 MICHAEL KERNS - $349,434 JAMES SKOGSBERGH - $8,119,365 STEVE HUSER - $291,941 MICHAEL GREBE - $330,000 WILLIAM SANTULLI - $1,723,585 SUSAN ABDERHOLDEN - $178,073 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2024 AS FOLLOWS: NAN NELSON - $122,557 DOMINIC NAKIS - $121,372 RACHELLE HART - $103,904 MICHAEL GREBE - $96,507 MICHAEL KERNS - $80,710 STEVE HUSER - $48,323 JAMES DOHENY - $43,643 RACHEL HALVERSON - $32,400 JAMES SLINKMAN - $80,370 LESLIE LENZO - $1,796 WILLIAM SANTULLI - $324,949 DIA NICHOLS - $95,636 DOMINICA TALLARICO - $32,400 KEVIN FITCH - $56,223 JAMES SKOGSBERGH - $793,002 MARY MATTHEWS - $31,922 RANDY VARJU - $43,947 LESLIE WININGER - $29,986 FRANCESCA POPPER - $9,900 SUSAN ABDERHOLDEN - $30,197 JO AMICK - $22,128 ALLYSON REGNIER - $6,939 JOHN HOLMBERG - $6,348 DAVINA MARTIN - $4,891 BRAD CLARK - $80,691 | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $288,337 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,126,576 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SALE PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,152,473 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,528 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CERT | 134 | $256,443 | COST OR SALE PRICE |
| Yes (X) | EVENT SUPPORT | 26 | $32,260 | COST OR SALE PRICE |
| Yes (X) | EQUIPMENT | 2 | $3,945 | OTHER |
| Yes (X) | OTHER | 2 | $3,900 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, LINE 1 ART WORKS OF ART ART WORKS OF SIGNIFICANT VALUE HAVE INDEPENDENT APPRAISALS. SCHEDULE M, PART I, LINE 4 BOOKS AND PUBLICATIONS INCLUDES USED BOOKS. SCHEDULE M, PART I, LINE 5 CLOTHING AND HOUSEHOLD GOODS MISCELLANEOUS SMALL GIFTS FOR HOSPITAL PROGRAMS INCLUDING TOYS, GAMES, BAKERY GOODS, CLOTHING, LINEN GOODS, AND APPLIANCES. SCHEDULE M, PART I, LINE 9 AND 32B SECURITIES PUBLICLY TRADED THE CHARITY HAS A BROKERAGE ACCOUNT WITH THE NORTHERN TRUST COMPANY. AS SOON AS A GIFT OF SECURITIES IS CONFIRMED, THE BROKERAGE ACCOUNT IS INSTRUCTED TO SELL THE SECURITY. GIFTS OF MUTUAL FUND SHARES ARE TRANSFERRED BY THE MUTUAL FUND COMPANY FROM A DONOR'S ACCOUNT TO AN ACCOUNT OWNED BY THE CHARITY. EXCEPT FOR IMMATERIAL AMOUNTS, ALL CASH IS TRANSFERRED MONTHLY FROM THE BROKERAGE ACCOUNT TO THE CHARITY. SCHEDULE M, PART I, LINE 18 COLLECTIBLES NONE IN 2023 INCLUDES BEANIE BABIES. ALL ITEMS ARE SOLD OR DISTRIBUTED TO PATIENT FAMILIES. SCHEDULE M, PART I, LINE 19 FOOD INVENTORY FOOD FOR MEETINGS AND HOSPITAL DEPARTMENTS SCHEDULE M, PART I, LINE 20 DRUGS AND MEDICAL SUPPLIES NARCAN KITS SCHEDULE M, PART I, LINE 25 OTHER (GIFT CERTIFICATES) GIFT CERTIFICATES WERE FOR RESTAURANTS, SPORTING EVENTS, PERSONAL SERVICES, AND RETAIL STORES. SCHEDULE M, PART I, LINE 26 OTHER (EVENT SUPPORT) EVENT SUPPORT INCLUDES DONATED GRAPHIC SERVICES, SPORTING GOODS, AND BEVERAGES FOR EVENTS. SCHEDULE M, PART I, LINE 27 OTHER (EQUIPMENT) EQUIPMENT INCLUDED A PELOTON BIKE WITH SCREEN AND A CUDDLE COT. SCHEDULE M, PART I OTHER NON-CASH CONTRIBUTIONS DESCRIPTION (A) CHECK (B) NUMBER OF CONTRIBUTIONS (C) REVENUES REPORTED (D) METHOD OF DETERMINING GIFT CERTIFICATE X 134 256,443.02 COST OR SALE PRICE EVENT SUPPORT X 26 32,260.00 COST OR SALE PRICE EQUIPMENT X 2 3,945.00 OTHER OTHER X 2 3,900.00 COST OR SALE PRICE TOTAL 164 296,548.00 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | DISCRETIONARY COMMITTEE THE PRESIDENT OF ACF IS A MEMBER OF THE BOARD OF DIRECTORS BUT DOES NOT HAVE A VOTE. THE BYLAWS PROVIDE FOR DISCRETIONARY COMMITTE FORMATION, BUT DO NOT SPECIFICALLY IDENTIFY AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD. NO SUCH EXECUTIVE COMMITTEE HELD AUTHORITY AT ANY TIME DURING 2022. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS AS 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. |
| FORM 990, PART VI, SECTION A, LINE 6 | BYLAWS BYLAWS PROVIDE FOR CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ADVOCATE HEALTH CARE NETWORK IS PARENT CORPORATION UNDER ITS BYLAWS, ADVOCATE CHARITABLE FOUNDATION HAS ADVOCATE HEALTH CARE NETWORK, A 501 (C)(3) ILLINOIS CHARITY, AS ITS "SOLE MEMBER". ADVOCATE HEALTH CARE NETWORK IS THE ULTIMATE PARENT CORPORATION FOR THE NOT-FOR-PROFIT CORPORATIONS OF ADVOCATE HEALTH CARE INCLUDING THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | AHCN HAS RESERVE POWERS OVER ACF THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPROVAL OF ENACTMENTS/AMENDMENTS OF BYLAWS; APPROVAL OF MISSION STATEMENTS AND THEIR AMENDMENTS; APPOINTMENTS TO THE FOUNDATION BOARD INCLUDING DESIGNATION OF OFFICERS WHO ARE EX OFFICIO; REMOVAL OF MEMBERS OF THE FOUNDATION BOARD; APPOINTMENT OF THE CHAIR OF THE FOUNDATION BOARD; APPOINTMENT OF THE PRESIDENT OF THE FOUNDATION; APPROVAL, BEFORE IT BECOMES EFFECTIVE, OF ANY CESSATION OF OPERATIONS OF THE FOUNDATION; APPROVAL OF ALL OPERATING AND CAPITAL BUDGETS OF THE FOUNDATION; AND APPROVAL OF ANY CHANGES OT THE GOALS AND PROGRAMMATIC OBJECTIVES OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 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, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. 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 (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'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 B, LINE 15 | EXECUTIVE COMPENSATION AT ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPURTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND ALL EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPARISONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, LINKAGE OF EXECUTIVE PAY TO PERFORMANCE IS ARTICULATED AND HOW THIS RELATIONSHIP IS TO BE MAINTAINED IS OUTLINED. TO SUPPORT AND IMPLEMENT THE COMPENSATION STRATEGY, FIVE BASIC ELEMENTS ARE UTILIZED. THESE ELEMENTS ARE: - A SOLID, RELIABLE AND TESTED JOB EVALUATION METHODOLOGY; - ACCURATE, QUALITY AND RELEVANT COMPENSATION SURVEY INFORMATION; - A CONSISTENT ANNUAL PROCESS FOR UPDATING THE COMPENSATION LEVELS; - AN ACTIVE BOARD REVIEW PROCESS INCLUDING REVIEW BY A COMPENSATION COMMITTEE THAT ENSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ON-GOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE, EXTERNAL REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY TO THE PUBLIC 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 VII SECTION A LINE 1A | THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF ADVOCATE HEALTH & HOSPITALS CORPORATION AND GENERALLY WORK 40 HOURS PER WEEK. APPROXIMATELY 5 HOURS OF THEIR REGULAR WORK WEEK ARE SPENT PROVIDING SERVICES TO RELATED ORGANIZATIONS; JAMES SKOGSBERGH, JAMES DOHENY, MARY S. MATTHEWS, DOMINIC J. NAKIS. |
| FORM 990 PART VIII LINE 1E | THE ADVOCATE CHARITABLE FOUNDATION ENDEAVORS TO RAISE PHILANTHROPIC FUNDS FOR THE USE OF ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, THE RESULTS OF WHICH ARE RECORDED AS DIRECT PUBLIC SUPPORT IN PART VIII LINES 1A TO 1H OF THE ADVOCATE CHARITABLE FOUNDATION FORM 990. THE ADVOCATE CHARITABLE FOUNDATION ALSO PARTICIPATES IN SOURCING AND WRITING GRANT PROPOSALS TO GOVERNMENT ENTITIES FOR ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, THE RESULTS OF WHICH ARE RECORDED AS DIRECT PUBLIC SUPPORT IN PART VIII LINE 1E ON THE FORM 990 OF THE NOT-FOR-PROFIT SUBSIDIARY WHICH WAS GRANTED THE AWARD. |
| FORM 990 PART IX LINE 1 | GRANTS AND OTHER ASSISTANCE GRANTS AND OTHER ASSISTANCE INCLUDE A) USE OF RESTRICTED GIFTS, B) RECEIPTS OF UNRESTRICTED GIFTS, AND C) INVESTMENT INCOME ON RESTRICTED AND UNRESTRICTED FUNDS TRANSFERRED TO THE BENEFICIARY CHARITIES. ADVOCATE HEALTH AND HOSPITALS CORPORATION INCLUDES EIGHT HOSPITALS AND A NUMBER OF SYSTEM-WIDE COMMUNITY HEALTH PROGRAMS. SEE PART III OF THE AHHC FORM 990 AND THE RELATED NARRATIVE FOR MORE INFORMATION ON USES OF GIFTS. |
| FORM 990 PART IX LINES 5 & 10 | SOME FOUNDATION STAFF ASSIST ADVOCATE AND ITS PROGRAMS IN THE USE OF RESTRICTED GIFTS. A PORTION OF THEIR SALARIES AND BENEFITS (LINES 5 AND 10) ARE ALLOCATED TO PROGRAM SERVICE EXPENSES. SIMILARLY, SOME FOUNDATION STAFF ASSIST ADVOCATE IN THE ACCOUNTING AND INVESTMENT MANAGEMENT OF FUNDS HELD BY THE FOUNDATION FOR THE BENEFIT OF ADVOCATE'S PROGRAMS. A PORTION OF THEIR SALARIES AND BENEFITS (LINES 5 AND 10) ARE ALLOCATED TO MANAGEMENT AND GENERAL EXPENSES. |
| FORM 990 PART IX LINE 11B | THE SCHEDULE FOLLOWS THE PAST PRACTICE OF CONSIDERING CERTAIN TYPES OF EXPENSES AS MANAGEMENT AND GENERAL EXPENSES (LINE 11B LEGAL, LINE 13 OFFICE (BANK FEES), LINE 16 OCCUPANCY, LINE 19 CONFERENCE, LINE 22 DEPRECIATION), BUT AS THE FOUNDATION'S PRIMARY ROLE IS AS A FUNDRAISING ORGANIZATION, ALL OF THOSE EXPENSES WERE MADE IN FURTHERANCE OF FUNDRAISING. LEGAL EXPENSES WERE ALL RELATED TO STRUCTURING AND REVIEWING COMPLEX TRUST/ESTATE GIFTS. |
| FORM 990 PART IX LINE 25 | THE FOUNDATION'S MANAGEMENT, GENERAL, AND FUND-RAISING EXPENSES ARE REIMBURSED BY ADVOCATE HEALTH CARE. THIS ALLOWS 100% OF EVERY CONTRIBUTION TO BE USED FOR THE PURPOSE SPECIFIED BY THE DONOR. |
| FORM 990, PART XI, LINE 9: | TEMPOERARILY RESTRICTED FUNDRAISING EXPENSES -793,113. |
Schedule R IRS990ScheduleR
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 NORTH SIDE HEALTH NETWORK | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363196629 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHHC | 0 | |
| ADVOCATE HEALTH & HOSPITALS CORPORATION | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 362169147 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHCN | 0 | |
| EHS HOME HEALTH CARE SERVICE INC | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 362913108 | HOME CARE | IL | 501(C)(3) | LINE 10 | AHHC | 0 | |
| MERIDIAN HOSPICE | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363158667 | HOSPICE CARE | IL | 501(C)(3) | LINE 10 | EHSHHCS | 0 | |
| HISPANOCARE INC | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363606486 | HEALTH CARE | IL | 501(C)(3) | LINE 10 | ANSHN | 0 | |
| ADVOCATE SHERMAN HOSPITAL | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 362167920 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHCN | 0 | |
| SHERMAN WEST COURT | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363725580 | NURSING CARE | IL | 501(C)(3) | LINE 10 | ASH | 0 | |
| RAVENSWOOD HEALTHCARE FOUNDATION | |||||||||||
| 2025 WINSDOR DR | OAK BROOK | IL | 60523 | 363196628 | FUNDRAISING | IL | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| MASONIC FAMILY HEALTH FOUNDATION | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 364397387 | FUNDRAISING | IL | 501(C)(3) | LINE 12A, I | MFHS | 0 | |
| ADVOCATE CONDELL MEDICAL CENTER | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 262525968 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHHC | 0 | |
| ADVOCATE HEALTH CARE NETWORK | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 362167779 | PARENT CORP | IL | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| ADVOCATE AURORA HEALTH INC | |||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 824184596 | SUPPORT ORG | DE | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVANGELICAL SERVICES CORPORATION | ||||||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363208101 | MGMT SERVICES | IL | N/A | C | 0 | |||||
| ADVOCATE INSURANCE SPC | ||||||||||||||
| 980422925 | INSURANCE | N/A | C | 0 | 878 WEST BAY ROAD PO BOX 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| ADVOCATE HOME CARE PRODUCTS | ||||||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363315416 | HEALTH SERVICES | IL | N/A | C | 0 | |||||
| HIGH TECHNOLOGY INC | ||||||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 363368224 | MEDICAL SERVICES | IL | N/A | C | 0 | |||||
| PARKSIDE CENTER CONDO ASSOCIATION | ||||||||||||||
| 1775 WEST DEMPSTER ST | PARK RIDGE | IL | 60068 | 363452486 | PROPERTY MGMT | IL | N/A | C | 0 | |||||
| DREYER CLINIC INC | ||||||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 362690329 | MEDICAL SERVICES | IL | N/A | C | 0 | |||||
| THE DELPHI GROUP IV INC | ||||||||||||||
| 1425 N RANDALL ROAD | ELGIN | IL | 60123 | 364047279 | HEALTH COST MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE HPN NFP | ||||||||||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | 810893878 | HEALTH IMPRV MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE HEALTH PARTNERS | ||||||||||||||
| 1701 WEST GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 364032117 | HEALTH CARE MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE | ||||||||||||||
| 1701 WEST GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 455498384 | HEALTH CARE MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE PHYSICIAN PARTNERS RISK PURCH | ||||||||||||||
| 1701 WEST GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 383914173 | GROUP MALPRACTICE | IL | N/A | C | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | 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 HEALTH AND HOSPITALS CORPORATION | ||
| R | $7,984,142 | COST |
| ADVOCATE HEALTH AND HOSPITALS CORPORATION | ||
| S | $2,855,647 | COST |
| ADVOCATE HEALTH AND HOSPITALS CORPORATION | ||
| S | $11,657,714 | COST |
| ADVOCATE HEALTH PARTNERS | ||
| M | $7,670 | COST |