2025-11-17T22:06:03-06:00 2024-12-31 990 2024-01-01 824184596 ADVOCATE AURORA HEALTH INC ADVO 4142991576 2025 WINDSOR DRIVE OAK BROOK IL 60523 JENNIFER BARBER VICE PRESIDENT OF TAX 4142991576 2025-11-17 0 2024 2025-03-06 01:10:19Z JAMES SKOGSBERGH 2025 WINDSOR DRIVE OAK BROOK IL 60523 72509780 0 X WWW.ADVOCATEAURORAHEALTH.ORG X 2017 DE ADVOCATE AURORA HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER. 12 9 15184 0 0 0 7486972 8146052 21686244 27811576 22888676 22807627 41525481 12697027 93587373 71462282 16000 506000 0 0 1651325414 1406447741 0 0 0 -2142774955 -1760407037 -491433541 -353453296 585020914 424915578 1576373516 2178434482 992649790 1168497998 583723726 1009936484 TO PROMOTE AND IMPROVE THE QUALITY AND EXPAND THE SCOPE AND ACCESSIBILITY OF AFFORDABLE HEALTH CARE AND HEALTH-CARE RELATED SERVICES FOR THE COMMUNITIES WE SERVE. 0 0 -449536802 506000 39359551 ADVOCATE AURORA HEALTH, INC. AND ITS AFFILIATES (AAH) CONSTITUTE AN INTEGRATED HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT ILLINOIS, EASTERN WISCONSIN, AND THE UPPER PENINSULA OF MICHIGAN. AAH PROVIDES A VARIETY OF HEALTH CARE RELATED ACTIVITIES, EDUCATION, PHILANTHROPIC, MEDICAL RESEARCH AND OTHER BENEFITS TO THE COMMUNITIES IN WHICH THEY OPERATE. HEALTH CARE SERVICES INCLUDE PRIMARY AND SPECIALTY CARE, PHARMACIES, BEHAVIORAL HEALTH CARE, EMERGENCY CARE, REHABILITATION, HOME CARE, AND END-OF-LIFE CARE. -449536802 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 265 0 15184 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ADVOCATE HEALTH INC 4142991576 2025 WINDSOR DR OAK BROOK IL 60523 JAMES SKOGSBERGH CHIEF EXECUTIVE OFFICER 55.00 1.00 X X 28850544 0 2012135 WILLIAM SANTULLI PRESIDENT 55.00 1.00 X X 7191882 0 674339 MICHELE BAKER RICHARDSON DIRECTOR, CHAIRPERSON 55.00 1.00 X X 135767 0 0 THOMAS BOLGER DIRECTOR, VICE CHAIRPERSON 55.00 1.00 X X 112433 0 0 RICHARD JAKLE DIRECTOR 1.00 0.00 X 16000 3000 0 JOHN TIMMER DIRECTOR 1.00 0.00 X 89100 0 0 LYNN CRUMP-CAINE DIRECTOR 1.00 0.00 X 89100 0 0 MARK HARRIS DIRECTOR 1.00 0.00 X 97100 0 0 CHARLES HARVEY DIRECTOR 1.00 0.00 X 112433 0 0 JOANNE BAUER DIRECTOR 1.00 0.00 X 112433 0 0 JOANNE DISCH DIRECTOR 1.00 0.00 X 0 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0 23 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 3A: UNDER THE ORGANIZATIONAL DOCUMENTS OF EACH OF THE SUPPORTED ORGANIZATIONS, THE ORGANIZATION HAS THE RIGHT TO DESIGNATE THE DIRECTORS OF EACH OF THE SUPPORTED ORGANIZATIONS. PART IV, SECTION E, LINE 3B: IN ADDITION TO THE RIGHT TO DESIGNATE THE DIRECTORS OF EACH OF THE SUPPORTED ORGANIZATIONS, APPROVAL OF THE ORGANIZATION IS REQUIRED FOR THE AMENDMENT OR RESTATEMENT OF ANY OF SUPPORTED ORGANIZATIONS' GOVERNING DOCUMENTS. EACH OF THE SUPPORTING ORGANIZATIONS IS SUBJECT TO THE POLICIES ADOPTED BY THE ORGANIZATION'S BOARD OF DIRECTORS (E.G. THE CONFLICT OF INTEREST POLICY). 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THE PURPOSES OF THESE GRANTS IS TO SUPPORT COMMUNITY PROGRAMS. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS. X X X X X 1 1 0 0 0 0 0 1 0 JAMES SKOGSBERGH CHIEF EXECUTIVE OFFICER 1753853 0 14440055 0 12656636 0 1991487 0 20648 0 30862679 0 793002 0 WILLIAM SANTULLI PRESIDENT 827709 0 3009211 0 3354962 0 642892 0 31447 0 7866221 0 324949 0 GARY STUCK CHIEF MEDICAL OFFICER 533932 0 1911215 0 2101543 0 462273 0 22966 0 5031929 0 200775 0 DOMINIC NAKIS FORMER OFFICER 0 0 0 0 3375856 0 1231323 0 672 0 4607851 0 121372 0 ANTHONY DEFURIO FORMER OFFICER 0 0 0 2281466 0 2042539 0 0 0 0 0 4324005 0 0 BRETT DENTON SECRETARY 0 1430026 0 1930432 0 184918 0 430548 0 32284 0 4008208 0 0 BARBARA BYRNE CHIEF INFORMATION OFFICER 1078153 0 1771639 0 328950 0 519640 0 17642 0 3716024 0 189688 0 RICHARD KLEIN CHIEF BUSINESS DEVELOPMENT OFFICER 388361 0 1378217 0 1596380 0 315915 0 25497 0 3704370 0 167919 0 SHOEB SITAFALWALLA CHIEF STRATEGY OFFICER 988534 0 1639426 0 88794 0 476014 0 31199 0 3223967 0 173827 0 DENNIS POTTS VICE PRESIDENT 455675 0 1496528 0 779017 0 315984 0 8853 0 3056057 0 153931 0 BRAD CLARK TREASURER 0 1697429 0 713004 0 103270 0 390217 0 29172 0 2933092 0 80691 KELLY JO GOLSON FORMER KE 0 0 638594 0 2167330 0 105740 0 0 0 2911664 0 138140 0 JEFFREY BAHR VICE PRESIDENT 1121892 0 916490 0 442183 0 358843 0 36371 0 2875779 0 168713 0 MARY BETH KINGSTON CHIEF NURSING OFFICER 728872 0 1184727 0 584152 0 315234 0 20194 0 2833179 0 144543 0 ERIC WEISS FORMER DIRECTOR 0 2554802 0 125 0 108733 0 10350 0 9171 0 2683181 0 9900 CRISTY GARCIA-THOMAS CHIEF EXTERNAL AFFAIRS OFFICER 509625 0 860536 0 880921 0 261383 0 32216 0 2544681 0 140625 0 KEVIN BRADY FORMER KE 0 0 0 0 1455861 0 601091 0 21793 0 2078745 0 35296 0 NAN NELSON ASSISTANT TREASURER 777681 0 470058 0 224744 0 242042 0 30441 0 1744966 0 122557 0 DIA NICHOLS VICE PRESIDENT 1000002 0 347262 0 -4241 0 216433 0 36348 0 1595804 0 0 95636 MEGHAN WOLTMAN CHIEF GOVERNMENT AFFAIRS OFFICER 559866 0 651007 0 41346 0 259480 0 36303 0 1548002 0 114316 0 SCOTT POWDER FORMER KE 0 0 0 348242 0 1060696 0 78625 0 24936 0 1512499 0 88525 GABRIELLE FINLEY-HAZLE PRESIDENT 1000002 0 0 0 338180 0 113297 0 34581 0 1486060 0 10255 0 REV KATHIE BENDER SCHWICH CHIEF SPIRITUAL OFFICER 141995 0 0 0 883012 0 362196 0 853 0 1388056 0 61171 0 RACHELLE HART ASSISTANT SECRETARY 614765 0 357466 0 129523 0 197216 0 27404 0 1326374 0 103904 0 THOMAS HANSEN SYSTEM VP, ASSOCIATE GENERAL COUNSEL 619746 0 243128 0 107287 0 179794 0 8058 0 1158013 0 0 0 MICHAEL GREBE FORMER OFFICER 0 0 0 0 1076461 0 64107 0 0 0 1140568 0 96507 0 TROY DENNHOF SENIOR VP PEOPLE & BUSINESS PARTNERS 494533 0 254754 0 149577 0 159619 0 8335 0 1066818 0 0 0 SHARON QUINLAN ASSOCIATE GENERAL COUNSEL 399370 0 302610 0 209203 0 144433 0 8285 0 1063901 0 0 0 MICHELLE FRAZIER FORMER HCE 508144 0 293492 0 79217 0 165335 0 8009 0 1054197 0 0 0 MICHAEL KERNS FORMER OFFICER 124247 0 132984 0 577147 0 104387 0 28232 0 966997 0 80710 0 FRITZ VORLOP FORMER HCE 504067 0 194620 0 81945 0 155405 0 25596 0 961633 0 0 0 LAURA HILL SENIOR VP CHIEF INVESTMENT OFFICER 585083 0 286863 0 24539 0 33350 0 1324 0 931159 0 0 0 JAMES SLINKMAN FORMER OFFICER 452806 0 171108 0 65369 0 140592 0 34117 0 863992 0 80370 0 MONICA HOCUM FORMER HCE 376505 0 118045 0 14184 0 28106 0 6845 0 543685 0 28444 0 DAVID ANDERSON FORMER DIRECTOR 48000 0 0 0 0 0 415 0 0 0 48415 0 0 0 PART I, LINES 4A-B 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: SCOTT POWDER - $989,543 DOMINIC NAKIS - $330,000 KEVIN BRADY - $330,000 MICHAEL KERNS - $349,434, JAMES SKOGSBERGH - $8,119,365 RICHARD KLEIN - $$827,566 CRISTY GARCIA-THOMAS - $197,630 MICHAEL GREBE - $330,000 WILLIAM SANTULLI - $1,723,585 KELLY JO GOLSON - $2,061,590 REV KATHIE BENDER-SCHWICH - $330,000 GARY STUCK - $1,140,421 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 JAMES SLINKMAN - $80,370 WILLIAM SANTULLI - $324,949 DIA NICHOLS - $95,636 SCOTT POWDER - $88,525 DENNIS POTTS - $153,931 JAMES SKOGSBERGH - $793,002 MARY BETH KINGSTON - $144,543 VINCENT BUFALINO - $544,508 GARY STUCK - $200,775 BARBARA BYRNE - $189,688 KEVIN BRADY - $35,296 GABRIELLE FINLEY-HAZLE - $10,255 JEFFREY BAHR - $168,713 CRISTY GARCIA-THOMAS - $140,625 MEGHAN WOLTMAN - $114,316 RICHARD KLEIN - $167,919 ERIC WEISS - $9,900 SHOEB SITAFALWALLA - $173,827 KELLY GOLSON - $138,140 KATHIE BENDER SCHWICH - $61,171 MONICA HOCUM - $28,444 BRAD CLARK - $80,691 PART I, LINE 7 WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS. ERIC DUDA FAMILY MEMBER - CARRIE DONOVAN 47932 EMPLOYMENT 0 ANDREW DONOVAN FAMILY MEMBER - CARRIE DONOVAN 290431 EMPLOYMENT 0 FRANKLIN OLSON FAMILY MEMBER - AMY BOHACHEK- OLSEN 46551 EMPLOYMENT 0 KATHERINE SAHAJPAL FAMILY MEMBER -AJAY SAHAJPAL 210416 EMPLOYMENT 0 MEGAN SKOGSBERGH FAMILY MEMBER - JAMES SKOGSBERGH 83408 EMPLOYMENT 0 RONAK SITAFALWALLA FAMILY MEMBER - SHOEB SITAFALWALLA 413716 EMPLOYMENT 0 MARIAH NELSON DOMASKY FAMILY MEMBER - NANINE NELSON 138230 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE AURORA HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE AURORA HEALTH, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ADVOCATE HEALTH'S COMPLIANCE DEPARTMENT REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED (E.G. RECUSAL FROM DECISION-MAKING OR UTILIZING ANOTHER METHOD OF NON-PARTICIPATION IN AN ACTIVITY). FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING COMPENSATION REVIEW PROCESS IS CONDUCTED ANNUALLY: THE CEO AND THE CEO'S EXECUTIVE TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE ADVOCATE AURORA HEALTH BOARD OF DIRECTORS. ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVEIWED AND APPROVED BY THEIR LEADER WITHIN MARKET-BASED GUIDELINES PRESCRIBED BY THE ORGANIZATION'S HUMAN RESOURCES FUNCTION. THESE MARKET-BASED GUIDELINES ARE ESTABLISHED USING APPLICABLE COMPARABILITY DATA AND SIMILAR COMPENSATION METRICS THAT ARE BASED ON SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. DOCUMENTATION AND RECORDKEEPING FOR THESE DELIBERATIONS AND DECISIONS ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION FOR ADVOCATE AURORA HEALTH, INC. ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 81,208,928. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,208,928. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS 1,297,178. 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