2018-11-15T20:25:30-06:00 2017-12-31 990 2017-01-01 611649250 Aurora Health Care Inc Group Return AURO 4142991576 750 W Virginia St PO Box 341880 Milwaukee WI 532341880 Nan Nelson Treasurer 4142991576 2018-11-15 198.177.95.129 2018-11-15 20:25:02 CS P 6410079965079D3074AAD5C60F569B728853E432 CE2E37D982145188185ED530D22A0BCB5FB961D3 2017 2019-02-21 02:37:17Z Nan Nelson 750 W Virginia St PO Box 341880 Milwaukee WI 532341880 4761439445 1 0 5709 X www.aurorahealthcare.org X Aurora Health Care is an integrated health care provider. 47 14 29853 2607 5706747 72401 3286226 4000409 4563145224 4682791743 -1708714 -6089746 64638483 57561236 4629361219 4738263642 0 0 0 0 2251759633 2331101196 0 0 0 2035230697 2122823956 4286990330 4453925152 342370889 284338490 5283551759 5519645966 447188232 427701999 4836363527 5091943967 To promote health, prevent illness, provide state-of-the art diagnosis and treatment. Aurora is committed to improving the quality of health care and health outcomes, and providing services that are affordable and accessible. 0 0 3617745239 4710039705 The organizations included in this group return provide health promotion, diagnosis and treatment services to the residents of Eastern Wisconsin. Such services include cardiology, cancer treatment, hyperbaric medicine, neuroscience, 24-hour emergency care, general surgery, orthopaedics, women's health and obstetrics, digestive diseases, geriatric services, physical rehabilitation, mental health, substance abuse, ambulatory care, home health care, home hospice care, IV therapy and pharmaceuticals, respiratory therapy, medical equipment on a per-use basis, and medical education and teaching oversight. 3617745239 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 908 0 29853 1 1 1 0 0 0 0 0 0 0 0 0 X 47 14 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X Aurora Health Care Inc 4142991576 750 West Virginia Street Milwaukee WI 53204 Eugene Monroe MD Director & Officer - AAH 0.00 55.00 X X 0 1420915 43601 John Konkel MD Chair - AAH, Director - AAH 55.00 0.00 X X 1268724 0 43304 Jeffrey Bahr MD Director - AAH 0.00 55.00 X 0 901984 115596 William Ebinger MD Director - AAH 55.00 0.00 X 360888 0 43601 Scott Fenske MD Director - AAH 55.00 0.00 X 455691 0 50021 Jeffrey Katt MD Director - AAH 0.00 55.00 X 0 708070 49597 Scott Kenitz OD Director - AAH 55.00 0.00 X 274992 0 43151 Anne Mattson MD Vice Chair - AAH, Director 55.00 0.00 X X 325652 0 20100 Shaibal Mazumdar MD Director - AAH 55.00 0.00 X 916665 0 39421 Thomas Puetz MD Director - AAH 55.00 0.00 X 874131 0 39421 Basil Salaymeh MD Director - AAH, AMCG 55.00 0.00 X 635230 0 49597 Daniel Thompson MD Director - AAH 55.00 0.00 X 248030 0 42952 Peter Carlson President - APH, Director 1.00 55.00 X X 0 506159 43601 Ray Darcey Director 55.00 0.00 X X 473660 0 23688 Jeff Dalen-Bard Director 1.00 55.00 X X 0 856942 110285 Carrie Killoran President - AMCSC, AMCWC, 1.00 55.00 X X 0 777419 90194 Mary Beth Kingston Director - AHCM,AHCSL,AVNA 1.00 55.00 X 0 1049212 107391 Dennis Potts Director & Officer - Various 1.00 55.00 X X 0 1576477 135804 Gail Hanson Treasurer - Multiple, Director 1.00 55.00 X X 0 1495069 154557 Amy Rislov Director - AUWAMG 1.00 55.00 X 0 792987 102788 Alfred Capelli MD Director - AMG 55.00 0.00 X 628842 0 31042 Andrea Gavin MD Director - AHCMG 55.00 0.00 X 395509 0 43214 Daniel O'Hair MD Director - AHCMG 55.00 0.00 X 1239986 0 50021 Dennis Baumgardner MD Director - AUWAMG 55.00 0.00 X 253610 0 47597 Ellen Danto-Nocton MD Director - AUWAMG 55.00 0.00 X 214300 0 26453 Jackie Tillett CNM ND Director - AUWAMG 55.00 0.00 X 41440 0 22827 Jacob Bidwell MD Director - AUWAMG 55.00 0.00 X 331667 0 39421 John Brill MD Director - AUWAMG 0.00 55.00 X 0 288712 39421 Wilhelm Lehmann MD Director - AUWAMG 55.00 0.00 X 284582 0 39421 Mary Hook RN PhD Director - WAMH 1.00 55.00 X 0 131408 16221 Michael Malone MD Director - AVNA 1.00 55.00 X 0 284668 48046 Nan Nelson Assistant Treasurer - Various, Director 1.00 55.00 X X 0 707649 80692 Natasha Hernandez MD Director - AUWAMG 55.00 0.00 X 425735 0 38997 Patrick Daly MD Director - AHCMG 55.00 0.00 X 501649 0 50021 Scott Hardin MD Director - AHCM 55.00 0.00 X 536050 0 27271 Corey Shamah MD Director - AAH 55.00 0.00 X 895450 0 38997 Hsieng Su MD Director - AHCM 55.00 0.00 X 469805 0 26090 Joseph Kempen MD Director - AHCM & WAMH 1.00 0.00 X 0 0 0 Jeffrey Eckrich Chair & Director - WAMH 1.00 0.00 X X 0 0 0 Chris Kraemer Director - WAMH 1.00 0.00 X 0 0 0 Wayne Clark Secretary/ Treasurer & Director - WAMH 1.00 0.00 X X 0 0 0 Glenda Lee MD Director - WAMH 1.00 0.00 X 0 0 0 Charles Wikenhauser Director - WAMH 1.00 0.00 X 0 0 0 Paul Ziehler Director - WAMH 1.00 0.00 X 0 0 0 Cathy Manthei Director - WAMH 1.00 0.00 X 0 0 0 Helen Feuling Vice Chair and Director - WAMH 1.00 0.00 X X 0 0 0 Robert Figueroa Director - WAMH 1.00 0.00 X 0 0 0 Byron Crouse MD Director - AUWAMG 1.00 0.00 X 0 0 0 Elizabeth Petty Director - AUWAMG 1.00 0.00 X 0 0 0 Richard Battiola MD Director - AUWAMG 55.00 0.00 X 310028 0 38997 Brian Johnson MD Director - AHCMG 0.00 55.00 X 0 452079 39421 Nimish Vakil MD Director - AHCMG 55.00 0.00 X 1095734 0 50021 Anna Marie Windsor MD Director - AHCMG 55.00 0.00 X 472894 0 38997 Kenneth Saydel DO Director - WAMH 1.00 0.00 X 0 0 0 Bruce Faure MD Director - AHCMG 55.00 0.00 X 1207253 0 36794 Satchi Hiremath MD Director - AHCMG 55.00 0.00 X 785293 0 26194 Eric Maas MD Director - AHCMG 55.00 0.00 X 408710 0 50601 James Pavlich MD Director - AHCMG 55.00 0.00 X 526027 0 39421 Federico Sanchez MD Director - AHCMG 55.00 0.00 X 899045 0 49597 Michael Grebe Officer - Various 0.00 55.00 X 0 385660 51321 Richard Kellar President - AWAMC 55.00 0.00 X 521624 0 43601 Michael Lappin Secretary/ Assistant Secretary 1.00 55.00 X 0 1393568 143595 Rachelle Hart Assistant Secretary - Various 1.00 55.00 X 0 724677 39421 Stuart Arnett Asst. Treasurer - Various 1.00 55.00 X 0 475404 49597 Marie Golanowski Hospital President - ASLMC 55.00 0.00 X 650499 0 43601 Randall Lambrecht SVP Research 0.00 55.00 X 0 475843 30700 Cathie Kocourek President - AMCMC 55.00 0.00 X 396078 0 43601 David Graebner President - AMCSC 55.00 0.00 X 545492 0 50021 Ruric Anderson MD Chief Medical Officer 1.00 55.00 X 0 929132 116528 Michael Bergmann Patient Service Market President 0.00 55.00 X 0 430207 39421 Sandra Ewald Patient Service Market President 0.00 55.00 X 0 571024 36794 Stephen Francaviglia Patient Service Market President 0.00 55.00 X 0 691439 43601 Lisa Just Patient Service Market President 0.00 55.00 X 0 549418 43304 Doug Koch Patient Service Market President 0.00 55.00 X 0 491569 30589 John Newman President - AMCO 55.00 0.00 X 700880 0 38997 Patrick Falvey EVP & Chief Integration Officer 0.00 55.00 X 0 965792 110040 Frank LaVora DPM Chief Medical Officer - Milw South 0.00 55.00 X 0 569576 39421 Venkata Thota MD Chief Medical Officer - Walworth/ Burlington 0.00 55.00 X 0 823597 50021 Timothy Lineberry MD Chief Medical Officer - GB 0.00 55.00 X 0 540434 32340 Andrew McDonagh MD Chief Medical Officer - AWAMC 55.00 0.00 X 428022 0 50021 Douglas McManus MD Chief Medical Officer - Milw North 0.00 55.00 X 0 516753 43007 Sylvia Meltzer MD Chief Medical Officer - Pop Health 0.00 55.00 X 0 678790 36690 Tedmond O'Reilly MD Chief Medical Officer - AMCG/ AMCWC 55.00 0.00 X 393307 0 50021 Robert Stuart MD Chief Medical Officer - Waukesha/Jefferson 0.00 55.00 X 0 464669 50021 Raul Zambrano MD Chief Medical Officer - Kenosha 0.00 55.00 X 0 408823 36923 Jon Kluge SVP Medical Group Ops 0.00 55.00 X 0 554767 39421 Marie Dominguez MD Chief Medical Officer - Milw N/ Sheb 55.00 0.00 X 170305 0 166 Jessica Bauer President ASMC/ ASLSS 55.00 0.00 X 361102 0 18651 Mark Wichman MD Physician Surgery Ortho 55.00 0.00 X 2355386 0 38997 Amin Bardai Kassam MD Physician Surgery Neurology 55.00 0.00 X 2017446 0 29504 Nicholas Webber MD Physician Surgery Ortho 55.00 0.00 X 1778239 0 35717 James Santarelli MD Physician Family Med 55.00 0.00 X 1627364 0 39421 Eric Weiss MD Physician Surgery Cardthorc 55.00 0.00 X 1626119 0 26090 Jeffrey Bailet MD Former President - AMG, Director 0.00 0.00 X 0 1758177 25979 David Ulery MD Former Director - AMG 55.00 0.00 X 217837 0 38922 Diane Gerlach DO Former Director - AMG 55.00 0.00 X 230006 0 36233 Joseph Majewski MD Former Director - AMG 55.00 0.00 X 712416 0 42210 Paul Coogan MD Former Director - AHCM 55.00 0.00 X 419420 0 39421 Sara Fleet MD Former Director - AHCMG 55.00 0.00 X 499461 0 32990 Julia Hester-Diaz MD Former Director - AHCMG 55.00 0.00 X 456567 0 20100 Melanie Smith MD Former Director - AHCMG 55.00 0.00 X 333622 0 43601 Steve Huser Former Asst. Treas. - AMCMC,AMCO 0.00 55.00 X 0 439462 43304 Carolyn Glocka Former Hospital President - ASLSS 35.00 0.00 X 274001 0 27605 Gerald Colman Former COO 0.00 40.00 X 0 1504051 37935 Mimi Kokoska MD Former Cheif Medical Officer 0.00 35.00 X 0 498952 24553 Joel Wallskog MD Former Physician Surgery Ortho 55.00 0.00 X 1607587 0 39421 36080052 28791534 4407903 3214 1 1 0 BayCare Clinic LLP 164 North Broadway Green Bay WI 54303 Healthcare Services 6953902 Aurora Bay Area Medical Group LLC 3003 University Drive Marinette WI 54143 Healthcare Services 5965637 Building Service Inc W222 N630 Cheaney Road Waukesha WI 53186 Building Contractor 4542121 Poblocki Paving Corporation 525 S 116th Street Milwaukee WI 53214 Asphalt Paving Serives 2612242 San-A-Care W223N605 Saratoga Drive Waukesha WI 53186 Cleaning Services 2276569 32 763908 3236501 4000409 Program Services 900099 4592466258 4592466258 Hospital Services 900099 59978500 59978500 Cafeteria Sales 722210 12636461 12636461 Rental Income 531120 11978420 8354 11970066 Membership Sales 713940 1193531 1193531 4538573 2507546 2031027 4682791743 1558987 1558987 358876 8007609 -7648733 -7648733 -7648733 32711740 15168194 17543546 17543546 Other Revenue 900099 31384848 27717482 3667366 Support Services 900099 8632842 8632842 40017690 4738263642 4710039705 5706747 18516781 31329135 27683450 3645685 4750917 4750917 1841422193 1776450578 64971615 1028171 1019382 8789 343226929 330209571 13017358 109343851 105175184 4168667 11882 11882 141686450 115349182 26337268 4260688 657356 3603332 23874194 22642398 1231796 108404382 106892864 1511518 4928070 4497522 430548 11774021 11104279 669742 3121136 3033312 87824 861121167 152025924 709095243 150928059 152187593 -1259534 15906198 15922272 -16074 Medical and Other Suppl 634029459 635422237 -1392778 Hospital Tax Assessment 88251707 88251707 0 Equipment Rental and Ma 52294049 47959568 4334481 22232494 21260860 971634 4453925152 3617745239 836179913 0 156717 158466 2489921749 2752563840 682137280 658342600 141625 241824 38926609 38521879 8914284 8616454 3012756405 1401853050 1576369971 1610903355 384359 373053 7021487 6577819 479577678 443346676 5283551759 5519645966 360296170 340544691 3604013 3293135 169428 150976 83118621 83713197 447188232 427701999 X 4650345200 4921252740 167443820 151893720 18574507 18797507 4836363527 5091943967 5283551759 5519645966 X 284338490 -28758050 X 0 1 X 1 1 1 X Schedule A, Part I: The following legal entities included in this group return are covered under 170(b)(1)(A)(iii): Aurora Health Care Metro, Inc. Aurora Health Care Southern Lakes, Inc. Aurora Psychiatric Hospital, Inc. Aurora Health Care Central, Inc. West Allis Memorial Hospital, Inc. Aurora Medical Center of Oshkosh, Inc. Aurora Medical Center of Washington County, Inc. Aurora Health Care North, Inc. Aurora Medical Group, Inc. Aurora Medical Center Grafton, LLC The following legal entities included in this group return are covered under 509(a)(2): Visiting Nurse Association of Wisconsin, Inc. Aurora Advanced Healthcare, Inc. Aurora UW Academic Medical Group, Inc. Schedule A, Part III Line 1 - column: (a) 340,424; (b) 1,154,409; (c) 1,221,496; (d) 976,570; (e) 1,078,004 (f) 4,770,903 Line 2 - column: (a) 370,001,187; (b) 478,786,130; (c) 506,064,277; (d) 519,315,308; (e) 536,794,988 (f) 2,410,961,890 Line 6 - column: (a) 370,341,611; (b) 479,940,539; (c) 507,285,773; (d) 520,291,878; (e) 537,872,992 (f) 2,415,732,793 Line 8 - column: (f) 2,415,732,793 Line 9 - column: (a) 370,341,611; (b) 479,940,539; (c) 507,285,773; (d) 520,291,878; (e) 537,872,992 (f) 2,415,732,793 Line 10a - column: (b) 22,903; (c) 86,851; (d) 77,305; (e) 187,059; (f) 340,395 Line 10c - column: (b) 22,903; (c) 86,851; (d) 77,305; (e) 187,059; (f) 340,395 Line 12 - column: (a) 1,426; (b) 2,975,013; (c) 4,557,983; (d) 4,215,613; (e) 4,153,009 (f) 15,903,044 Line 13 - column: (a) 370,343,037; (b) 482,938,455; (c) 511,930,607; (d) 524,584,796; (e) 542,179,337 (f) 2,431,976,232 Line 15: 99.33% Line 16: 99.47% Line 17: .01% Line 19a: X 615427 9816 625243 604036 11391 615427 584451 22335 2750 604036 536809 53142 5500 584451 0.00000 0.00000 64179985 64179985 2035698332 948107097 1087591235 152478766 57520229 94958537 681508939 388111370 293397569 78890383 8114354 70776029 1610903355 Funds held by Aurora Foundation 168278102 Investment in Joint Ventures 207910590 Funds Held by Community Foundation 2413125 Investment in Lab Co-Tenancy 4722582 Other Assets 12958432 Tuition Loan Forgiveness 1438988 Third Party Payor Receivable 13007444 Notes Receivable - Provider/ Physician 12133665 Miscellaneous Accounts Receivable 20483748 443346676 Asset Retirement Obligation 1370853 Long-Term Capital Lease 39066671 Deferred Rent 3730429 Unfunded Pension Liability 9175385 Other Liabilities 596531 Provider Retention Liability 28709546 Deferred Gain 1063782 83713197 X Part V, Line 4: Endowment funds are used to support programs and services offered by Aurora Health Care, Inc. and its affiliates. Part X, Line 2: Aurora evaluates its uncertain tax positions on an annual basis. A tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. There have been no uncertain tax positions recorded in 2017. 1 1 X 1 X 250.000000000000 0 1 1 1 0 1 1 39863422 0 39863422 0.01420 494917656 329204304 165713352 0.05890 14881203 12359782 2521421 0.00090 549662281 341564086 208098195 0.07400 1087 229357 11474338 92781 11381557 0.00400 420 14392 30341584 12328953 18012631 0.00640 61 5891 4485803 0 4485803 0.00160 0 0 0 0 0.00000 787 122236 3958093 11474 3946619 0.00140 2355 371876 50259818 12433208 37826610 0.01340 2355 371876 599922099 353997294 245924805 0.08740 0 0 0 35 1697 17526 17526 0.00000 5 639 3200 3200 0.00000 2 100 2100 2100 0.00000 0 0 0 24 10868 8915 8915 0.00000 1 20 2800 2800 0.00000 56 4416 45281 45281 0.00000 0 0 123 17740 79822 79822 0.00000 1 25366604 501726124 606677000 -104950876 X 1 1 15 1 Aurora St Luke's Medical Center 2900 West Oklahoma Avenue Milwaukee WI 53215 www.aurorahealthcare.org 160 Aurora Health Care Metro Inc 390806181 X X X X X A 2 Aurora SLMC South Shore 5900 South Lake Drive Cudahy WI 53110 www.aurorahealthcare.org 16 Aurora Health Care Metro Inc 390806181 X X X A 3 Aurora Sinai Medical Center 945 North 12th Street Milwaukee WI 53233 www.aurorahealthcare.org 74 Aurora Health Care Metro Inc 390806181 X X X X A 4 Aurora Medical Center Kenosha 10400 75th Street Kenosha WI 53142 www.aurorahealthcare.org 1001 Aurora Health Care Southern Lakes Inc 390806347 X X X Inpatient Rehab Unit A 5 Aurora Lakeland Medical Center W3985 County Road NN Elkhorn WI 53121 www.aurorahealthcare.org 132 Aurora Health Care Southern Lakes Inc 390806347 X X X Inpatient Rehab Unit A 6 Aurora Memorial Hospital Burlington 252 McHenry Street Burlington WI 53105 www.aurorahealthcare.org 14 Aurora Health Care Southern Lakes Inc 390806347 X X X A 7 Aurora Medical Center Summit 36500 Aurora Drive Summit WI 53066 www.aurorahealthcare.org 316 Aurora Health Care Southern Lakes Inc 390806347 X X X A 8 Aurora BayCare Medical Center 2845 Greenbrier Road Green Bay WI 54311 www.aurorahealthcare.org 301 Aurora Medical Group Inc 391678306 X X X X X A 9 Aurora West Allis Medical Center 8901 West Lincoln Avenue West Allis WI 53227 www.aurorahealthcare.org 149 West Allis Memorial Hospital Inc 391022464 X X X A 10 Aurora Sheboygan Medical Center 2629 North 7th Street Sheyboygan WI 53083 www.aurorahealthcare.org 38 Aurora Health Care Central Inc 390930748 X X X Rehab/ Sleep Disorders A 11 Aurora Medical Center Washington County 1032 East Sumner Street Hartford WI 53027 www.aurorahealthcare.org 195 Aurora Medical Center Washington County 391150165 X X X A 12 Aurora Psychiatric Hospital 1220 Dewey Avenue Wauwatosa WI 53213 www.aurorahealthcare.org 164 Aurora Psychiatric Hospital Inc 390872192 X Psychiatric A 13 Aurora Medical Center of Manitowoc County 5000 Memorial Drive Two Rivers WI 54241 www.aurorahealthcare.org 85 Aurora Health Care North Inc 391211629 X X X A 14 Aurora Medical Center Oshkosh 855 North Westhaven Drive Oshkosh WI 54904 www.aurorahealthcare.org 307 Aurora Medical Center of Oshkosh Inc 391027676 X X X A 15 Aurora Medical Center Grafton 975 Port Washington Road Grafton WI 53024 www.aurorahealthcare.org 317 Aurora Medical Center Grafton LLC 272953799 X X X A Facility Reporting Group - A 0 0 1 X X X X X X X X X 17 1 1 0 1 X ahc.aurorahealthcare.org/aboutus/community-benefits X 1 14 1 ahc.aurorahealthcare.org/aboutus/community-benefits 0 1 X 250.000000000000 X X X 1 1 X X X 1 X www.aurorahealthcare.org/patients-visitors/financial-assistance X www.aurorahealthcare.org/patients-visitors/financial-assistance X www.aurorahealthcare.org/patients-visitors/financial-assistance X X X X 1 X 0 X X X X 1 X 0 0 Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: Aurora St. Luke's Medical Center, - Facility 2: Aurora SLMC South Shore, - Facility 3: Aurora Sinai Medical Center, - Facility 4: Aurora Medical Center Kenosha, - Facility 5: Aurora Lakeland Medical Center, - Facility 6: Aurora Memorial Hospital Burlington, - Facility 7: Aurora Medical Center Summit, - Facility 8: Aurora BayCare Medical Center, - Facility 9: Aurora West Allis Medical Center, - Facility 10: Aurora Sheboygan Medical Center, - Facility 11: Aurora Medical Center Washington County, - Facility 12: Aurora Psychiatric Hospital, - Facility 13: Aurora Medical Center of Manitowoc County, - Facility 14: Aurora Medical Center Oshkosh, - Facility 15: Aurora Medical Center Grafton Group A-Facility 1 -- Aurora St. Luke's Medical Center Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 1 -- Aurora St. Luke's Medical Center Part V, Section B, line 11: Aurora St. Luke's Medical Center addressed significant health needs as follows: To improve access to appropriate services for uninsured persons and Medicaid-eligible patients, the hospital provided patients with information on the benefits of receiving routine primary care in a "health home" program. To improve coverage for all uninsured persons, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also established a connection between social service and nurse practitioners to better monitor and manag patients with chronic disease. Group A-Facility 2 -- Aurora St. Luke's Medical Center South S Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 2 -- Aurora St. Luke's Medical Center South S Part V, Section B, line 11: Aurora St. Luke's Medical Center South Shore addressed significant health needs as follows: To improve access and coverage for uninsured and Medicaid-eligible patients, the hospital developed an information kit for target populations to promote the benefits of primary and preventive care and became established with a "health home". To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The Parisch nurses also assisted community members with accessing the Marketplace (the health insurance exchange). The hospital continues to have physicians serve on the Cudahy and Oak Creek Board of Health and Service as medical advisors for the Cudahy and Oak Creek Health Department. Group A-Facility 3 -- Aurora Sinai Medical Center Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 3 -- Aurora Sinai Medical Center Part V, Section B, line 11: Aurora Sinai Medical Center addressed significant health needs as follows: To improve access and coverage for uninsured and Medicaid-eligible patients, the hospital provided an information kit to Medicaid-eligible and uninsured patients. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also provided counseling and mental health services to pregnant families and victims of sexual assualt/ domestic violence by providing home-based education, information, counseling, and referral to medical and other community resources to ensure a healthy pregnancy and healthy birth. Group A-Facility 4 -- Aurora Medical Center Kenosha Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 4 -- Aurora Medical Center Kenosha Part V, Section B, line 11: Aurora Medical Center Kenosha addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided patients with information on the benefits of receiving routine primary and dental care in a "health home" at Kenosha Community Health Center. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also expanded community awareness of special needs of frail elderly through outreach services including community health screenings and education for early detection and intervention. Group A-Facility 5 -- Aurora Lakeland Medical Center Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 5 -- Aurora Lakeland Medical Center Part V, Section B, line 11: Aurora Lakeland Medical Center addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided patients with resources through the "Better Together Fund" for the free clinic in Walworth County to support expansion of primary care and behavioral health services. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also offered free screenings for blood pressure and Body Mass Index (BMI) at a variety of community events, including the Walworth County Fair. Group A-Facility 6 -- Aurora Memorial Hospital of Burlington Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 6 -- Aurora Memorial Hospital of Burlington Part V, Section B, line 11: Aurora Memorial Hospital of Burlington addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital established a branch site for the Health Care Network (HCN) at the Wester Racine County Health Departments, which is located near the hospital camput. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also addressed health risk behaviors by working with community partners to implement medication collection boxes at conveniently accessible sites in the community to enable residents to despose of unused, unneeded or expired prescription medication and over-the-counter drugs (or other substances). Group A-Facility 7 -- Aurora Medical Center Summit Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 7 -- Aurora Medical Center Summit Part V, Section B, line 11: Aurora Medical Center Summit addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients,the hospital ensured access to the Lake Area Free Clinic for follow-up care and understanding of benefits of primary and preventive care. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also strengthened their partnership with Stillwaters Cancer Support Services to ensure that persons living with cancer - and their families - had access to support services. To support and assure the safety of youth and student athletes in athletic programs, the hospital offered reduced-cost youth sports physicals and free baseline concussion screenings. Group A-Facility 8 -- Aurora BayCare Medical Center Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 8 -- Aurora BayCare Medical Center Part V, Section B, line 11: Aurora BayCare Medical Center addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided a full-time, bilingual pediatrician who provides medical care for children whose families do not have the resources to pay for health services. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also promoted Living Well with Chronic Disease, a program designed to help self-manage chronic diseases. To support and protect student athletes in Brown County, the hospital provided reduced-cost youth sports physicals and free baseline concussion screenings for every student who wished to take part. Group A-Facility 9 -- Aurora West Allis Medical Center Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 9 -- Aurora West Allis Medical Center Part V, Section B, line 11: Aurora West Allis Medical Center addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided staff assistance to navigate uninsured patients to medical homes in the Milwaukee area. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. To ensure a continuum of patient-centered, community based care the older adult population, the hospital expanded the capacity of their hospital-sponsored Senior Resource Nurse Program by adding a second full-time geriatric resource nurse. Group A-Facility 10 -- Aurora Sheboygan Memorial Medical Center Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 10 -- Aurora Sheboygan Memorial Medical Center Part V, Section B, line 11: Aurora Sheboygan Memorial Medical Center addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided patients with information on the benefits of receiving routine primary care in a "health home" program. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also advanced knowledge and awareness of risk factors, warning signs and treatment of strokes by partnering with the Sheboygan Area School District to provide education in 35 schools and provided free blood pressure screening at community talks. To support nutrituion and physical activity in Sheboygan County, the hospital developed and off-site Wellness Center to address health and fitness needs of adults. Group A-Facility 11 -- Aurora Medical Center Washington County Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 11 -- Aurora Medical Center Washington County Part V, Section B, line 11: Aurora Medical Center Washington County addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided patients with information on the benefits of receiving routine primary care in a "health home" program. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also provided resources through the Better Together Fund for the free clinic(s) in Washington County to support expansion of primary care and behavioral health services. To support and protect student athletes in Washington County, the hospital provided education and screenings at public events, and worked collaborately with coaches to manage and administer the initial treatment of athletic injuries. Group A-Facility 12 -- Aurora Psychiatric Hospital Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 12 -- Aurora Psychiatric Hospital Part V, Section B, line 11: Aurora Psychiatric Hospital addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided patients with information on the benefits of receiving routine primary care in a "health home" program. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also provided a continuing education series of eight lectures to enhance knowledge in specialized areas of mental health. Group A-Facility 13 -- Aurora Medical Center of Manitowoc Count Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 13 -- Aurora Medical Center of Manitowoc Count Part V, Section B, line 11: Aurora Medical Center of Manitowoc County addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided referral and navagation support to uninsured person seen in the emergency department wo will benefit from the urgent and primary care services available to the Community Clinic of Manitowoc County. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also provided free community presentations and seminars on physical health and fitness and prevention of sports injuries featuring cardiac and orthopedic physicians, as well as rehabilitation specialists. Group A-Facility 14 -- Aurora Medical Center Oshkosh Part V, Section B, line 5: For all hospitals included in this group return, the key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health. Group A-Facility 14 -- Aurora Medical Center Oshkosh Part V, Section B, line 11: Aurora Medical Center Oshkosh addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital continued to be an active financial donor to the Living Healthy Community Clinic (LHCC), including donating lab and basic diagnostic services to patients referred to from LHCC. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also established metrics for long-term evaluation of reduction of the prevalence of obesity in the youth and adult populations. Group A-Facility 15 -- Aurora Medical Center Grafton Part V, Section B, line 5: The key participants in the process included the health officers for the local health departments as well as leaders of academic centers, health coalitions, foundations, and community orgranizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges; additional strategies needed; and key groups the hospitals could collaborate with to improve community health Group A-Facility 15 -- Aurora Medical Center Grafton Part V, Section B, line 11: Aurora Medical Center Grafton addressed significant health needs as follows: To improve access to appropriate services for uninsured and Medicaid-eligible patients, the hospital provided patients with information on the benefits of receiving routine primary care in a "health home" program. To improve coverage to uninsured and Medicaid-eligible patients, the hospital actively screened all uninsured patients for financial assistance programs including Aurora's Helping Hand Patient Financial Assistance program, and other safety net programs for which they qualify, and assisted with the application process. The hospital also participated in educating school counselors, teachers and parents about the signs of underage drinking and alcohol abuse to fulfill its role in supporting the INVEST Committee. To support and protect student athletes in Ozaukee County, Aurora Medical Center Grafton provided reduced-cost (or free) sports physical and baseline concussion screenings for every student who wished to take part. Part V, Section B, Line 13H Helping Hands requires that an individual applies for financial assistance within 240 days of the first billing statement. 10 1 - Franklin Urgent Care 9200 West Loomis Road Franklin WI 53132 Outpatient Physician Clinic 2 - Franklin Imaging Center 9200 West Loomis Road Franklin WI 53132 Outpatient Physician Clinic 3 - Aurora Rehabilitation Center 2000 East Layton Avenue St Francis WI 53221 Outpatient Rehab Center 4 - Aurora Rehabilitation Center 3738 South 60th Street Milwaukee WI 53220 Outpatient Rehab Center 5 - Aurora Rehabilitation Center 4111 West Mitchell Street Milwaukee WI 53204 Outpatient Rehab Center 6 - Aurora Rehabilitation Center 9200 West Loomis Road Milwaukee WI 53132 Outpatient Rehab Center 7 - Aurora Wiselives Clinic 8320 West Bluemound Road Wauwatosa WI 53213 Outpatient Physician Clinic 8 - Walkers Point Community Clinic 130 West Bruce Street Milwaukee WI 53204 Outpatient Physician Clinic 9 - Sports Medicine Institute 6255 North Santa Monica Boulevard Whitefish Bay WI 53217 Physical Therapy Rehab 10 - Sports Medicine Institute 19601 West Bluemound Road Brookfield WI 53045 Physical Therapy Rehab Part I, Line 7: The cost-to-charge ratio was derived from Worksheet 2. Part I, Line 6A The hospital organizations included in this group return published an individual community benefit report in 2017. It is available for review at ahc.aurorahealthcare.org/aboutus/community-benefits. Part I, Line 7f The community benefit percentage is calculated using the total expenses of all hospital subordinates included in this group return. Part II, Community Building Activities: The hospital organizations included in this group return aligned financial and in-kind resources to state and local health department initiatives and participated in community task forces for disease control and prevention and other priority health initiatives. The hospital partnered with schools, faith communities, economic and job-creation councils, law enforcement and other nonprofit charitable and civic organizations to contribute to community capacity for addressing socio-economic factors associated with health, safety, security, health disparities, and/or workforce development. Part III, Line 2: Bad debt is allocated based on the ratio of Patient Care cost to charges. Part III, Line 4: Reported on Page 13 of the Independent Auditors' Report. Part III, Line 8: All of the shortfall on line 7 should be treated as community benefit. The amount reported on line 6 utilizes the cost to charge ratio of the most recently filed cost reports for the hospitals included in this group return. Part III, Line 9b: Specific to the uninsured and medically-indigent patient populations, the organization's practice is to thoroughly evaluate the patient's ability to pay. Part VI, Line 2: Since 2003, Aurora Health Care, Inc., the corporate parent of all entities included in this group return, has collaborated with local health departments to survey residents on their health status and habits and to gather information based on behavioral and lifestyle habits, health conditions, risk factors, and demographics; to identify themes, trends, and disparities; and to compare to state and national measurements. These reports have been part of a comprehensive survey of eastern Wisconsin to identify areas of greatest need and produce a report of findings that is shared with each community at-large. The findings of the surveys are an instrument through which the municipal health departments engage community participation to generate community health improvement plans aligned with Healthy Wisconsin 2010 and Healthy Wisconsin 2020. During 2011, eight of Aurora's hospitals formed partnerships with other health systems to conduct the most recent surveys in 2017. Part VI, Line 3: The organization's patient financial advocates meet with every patient or patient's family who presents for services and has no insurance, with the purpose of sharing options for coverage under federal, state or local government programs, as well as AHC's internal patient financial assistance program. The patient financial advocate will assist the patient and/or patient's family in preparing the paperwork to apply for any government coverage and/or Aurora's internal financial assistance. Notices regarding the eligibility for assistance under federal, state, or local government programs, or under the organization's financial assistance program are also posted in the emergency rooms, admissions offices, and waiting areas. Part VI, Line 4: Aurora Health Care Metro, Inc. (three hospitals) and Aurora Psychiatric Hospital, Inc. serving the residents of Milwaukee County. Milwaukee is the largest city in both Milwaukee County and Wisconsin and is among the 30-most populous cities in the United States. According to the 2010 census, Milwaukee County had a total population of 947,735, of which 27% are African American and 13.3% are persons of Hispanic or Latino origin. The city is a business, transportation, cultural and academic hub for the state, however it also has concentrated areas of poverty and unemployment; these areas have the most pronounced health disparities. In Milwaukee County, property and violent crime levels tend to be much higher than the Wisconsin average.Aurora Health Care Southern Lakes, Inc. (four hospitals) serving the rural and urban populations in Racine, Kenosha, Walworth and Waukesha counties. Racine County has a population of 195,408 people, of which 11.1% are African-American and 11.5% are Hispanic or Latino, with a median household income of $54,356. Walworth County has a population of 102,310 people, of which .9% is African-American and 10.3% are Hispanic or Latino, with a median household income of $54,443. Kenosha County has a population of 166,373 people, of which 6.7% are African-American and 11.7% are Hispanic or Latino, with a median household income of $55,117. Walworth County has a population of 102,228, of which 1% is African-American and 10.3 percent are Hispanic or Latino, with a median household income of $55,237. Waukesha County has a population of 390,891, of which 1.3% is Black or African American and 4.1% are Hispanic or Latino with a median household income of $55,237.Aurora Health Care North, Inc. (one hospital) serving the rural population of Manitowoc County. The population of Manitowoc County is 81,442 and the median age is 37.2; the 65-and-older population is 16.8%. The median household income in Manitowoc County is $47,298.Aurora Medical Center in Oshkosh (one hospital) serving both rural and urban populations in Winnebago County. The county is home has a population of 166,994 and has a median household income is $50,974. Median age is 37.9. According to the 2010 Census, the racial makeup of Winnebago County is 92.5% White, 3.5% Hispanic or Latino, 2.3% Asian, 1.8% Black or African American.Aurora Health Care Central, Inc. (one hospital) serving both rural and urban populations in Sheboygan County. The population of the primary service area is 115,377, of which 5.5% are Hispanic or Latino, 4.7% are Asian, 1.5% are African-American. Aurora Medical Center of Washington County, Inc. (one hospital) serving a rural population of 131,840. The median household income is $66,485, which is higher than the state average of Wisconsin.West Allis Memorial Hospital, Inc.(one hospital) serving an urban and suburban population in western Milwaukee County. The total population of the primary service area is approximately 64,617, of which 9.6% are Hispanic or Latino, 3.6% are African-American, and 2% are Asian.Aurora Medical Center in Grafton (one hospital, both rural and suburban) primarily serves the residents of Ozaukee County, with some extension into the Milwaukee, Waukesha, Washington, and Sheboygan counties. According to U.S. Census 2010, Ozaukee County has a population of 86,429 people, of which 1.4% is Black and 2.3% are Hispanic or Latino. The median household income in Ozaukee County far exceeds the state at $75,854. This hospital is an entirely "green" hospital. Part VI, Line 5: The various hospitals included in this group return provided support for free clinics and FQHCs that include Racine Health Care Network, Kenosha Community Health Center, Lake Country Free Clinic in Waukesha County, and the free clinic in Walworth County; provided geriatric-certified Senior Resource Nurses for three counties (home visits) and a Parish Nurse program in Racine, Walworth, Kenosha and Milwaukee Counties; trainings and equipment maintenance for EMS teams in four counties; Free Mammogram program for un- and under-insured women; Sexual Assault Nurse Examiner program; provided supplies and equipment for the Touched Twice Clinic held in Whitewater; supported Kenosha County action plan for the Lifecourse Initiative for Healthy Families (eliminating racial disparities in birth outcomes); provided support for Living Healthy Community Clinic, which included lab and diagnostics, medical waste removal, outside maintenance and pharmacy discounts. Part VI, Line 6: Aurora Health Care Inc.'s integrated health care system includes hospitals, physician groups and clinics, pharmacies, home care, home hospice, and social services throughout eastern Wisconsin and northern Illinois, providing inpatient care, outpatient and ambulatory services, urgent care, primary care and specialist services for the diverse populations of the communities in which they reside. Part VI, Line 7, Reports Filed With States WI 1 X X X X X X 0 1 0 0 0 0 0 1 0 Eugene Monroe MD Director & Officer - AAH 0 664256 0 515302 0 241357 0 30700 0 12901 0 1464516 0 101340 John Konkel MD Chair - AAH, Director - AAH 988519 0 83304 0 196901 0 30700 0 12604 0 1312028 0 0 0 Jeffrey Bahr MD Director - AAH 0 587677 0 240310 0 73997 0 96699 0 18897 0 1017580 0 35907 William Ebinger MD Director - AAH 322535 0 0 0 38353 0 30700 0 12901 0 404489 0 0 0 Scott Fenske MD Director - AAH 338360 0 0 0 117331 0 30700 0 19321 0 505712 0 0 0 Jeffrey Katt MD Director - AAH 0 491571 0 111849 0 104650 0 30700 0 18897 0 757667 0 0 Scott Kenitz OD Director - AAH 211438 0 0 0 63554 0 30547 0 12604 0 318143 0 0 0 Anne Mattson MD Vice Chair - AAH, Director 274877 0 0 0 50775 0 20100 0 0 0 345752 0 0 0 Shaibal Mazumdar MD Director - AAH 773068 0 0 0 143597 0 20100 0 19321 0 956086 0 0 0 Thomas Puetz MD Director - AAH 791978 0 0 0 82153 0 20100 0 19321 0 913552 0 0 0 Basil Salaymeh MD Director - AAH, AMCG 427163 0 0 0 208067 0 30700 0 18897 0 684827 0 0 0 Daniel Thompson MD Director - AAH 117890 0 0 0 130140 0 29744 0 13208 0 290982 0 0 0 Peter Carlson President - APH, Director 0 325415 0 135267 0 45477 0 30700 0 12901 0 549760 0 0 Ray Darcey Director 318930 0 104368 0 50362 0 17698 0 5990 0 497348 0 0 0 Jeff Dalen-Bard Director 0 468424 0 302967 0 85551 0 90964 0 19321 0 967227 0 62280 Carrie Killoran President - AMCSC, AMCWC, 0 479072 0 253951 0 44396 0 90194 0 0 0 867613 0 46553 Mary Beth Kingston Director - AHCM,AHCSL,AVNA 0 422379 0 326923 0 299910 0 94490 0 12901 0 1156603 0 59113 Dennis Potts Director & Officer - Various 0 613476 0 470925 0 492076 0 122903 0 12901 0 1712281 0 85170 Gail Hanson Treasurer - Multiple, Director 0 713045 0 672775 0 109249 0 141656 0 12901 0 1649626 0 99409 Amy Rislov Director - AUWAMG 0 424176 0 313728 0 55083 0 83467 0 19321 0 895775 0 56533 Alfred Capelli MD Director - AMG 466131 0 0 0 162711 0 30700 0 342 0 659884 0 0 0 Andrea Gavin MD Director - AHCMG 290755 0 59513 0 45241 0 30700 0 12514 0 438723 0 0 0 Daniel O'Hair MD Director - AHCMG 904872 0 0 0 335114 0 30700 0 19321 0 1290007 0 0 0 Dennis Baumgardner MD Director - AUWAMG 218021 0 30278 0 5311 0 28276 0 19321 0 301207 0 0 0 Ellen Danto-Nocton MD Director - AUWAMG 184571 0 0 0 29729 0 26453 0 0 0 240753 0 0 0 Jacob Bidwell MD Director - AUWAMG 275480 0 2500 0 53687 0 20100 0 19321 0 371088 0 0 0 John Brill MD Director - AUWAMG 0 261981 0 21103 0 5628 0 20100 0 19321 0 328133 0 0 Wilhelm Lehmann MD Director - AUWAMG 227317 0 0 0 57265 0 20100 0 19321 0 324003 0 0 0 Michael Malone MD Director - AVNA 0 245514 0 34824 0 4330 0 30700 0 17346 0 332714 0 0 Nan Nelson Assistant Treasurer - Various, Direc 0 431463 0 226423 0 49763 0 79666 0 1026 0 788341 0 40214 Natasha Hernandez MD Director - AUWAMG 372760 0 0 0 52975 0 20100 0 18897 0 464732 0 0 0 Patrick Daly MD Director - AHCMG 394526 0 0 0 107123 0 30700 0 19321 0 551670 0 0 0 Scott Hardin MD Director - AHCM 392274 0 99578 0 44198 0 7950 0 19321 0 563321 0 0 0 Corey Shamah MD Director - AAH 584117 0 0 0 311333 0 20100 0 18897 0 934447 0 0 0 Hsieng Su MD Director - AHCM 333206 0 79765 0 56834 0 20100 0 5990 0 495895 0 0 0 Richard Battiola MD Director - AUWAMG 251859 0 0 0 58169 0 20100 0 18897 0 349025 0 0 0 Brian Johnson MD Director - AHCMG 0 347419 0 0 0 104660 0 20100 0 19321 0 491500 0 0 Nimish Vakil MD Director - AHCMG 718510 0 0 0 377224 0 30700 0 19321 0 1145755 0 0 0 Anna Marie Windsor MD Director - AHCMG 281264 0 0 0 191630 0 20100 0 18897 0 511891 0 0 0 Bruce Faure MD Director - AHCMG 951692 0 90126 0 165435 0 30700 0 6094 0 1244047 0 0 0 Satchi Hiremath MD Director - AHCMG 594528 0 0 0 190765 0 20100 0 6094 0 811487 0 0 0 Eric Maas MD Director - AHCMG 343487 0 0 0 65223 0 30700 0 19901 0 459311 0 0 0 James Pavlich MD Director - AHCMG 360210 0 0 0 165817 0 20100 0 19321 0 565448 0 0 0 Federico Sanchez MD Director - AHCMG 517998 0 0 0 381047 0 30700 0 18897 0 948642 0 0 0 Michael Grebe Officer - Various 0 383654 0 0 0 2006 0 51321 0 0 0 436981 0 0 Richard Kellar President - AWAMC 354792 0 102679 0 64153 0 30700 0 12901 0 565225 0 0 0 Michael Lappin Secretary/ Assistant Secretary 0 680591 0 641567 0 71410 0 124274 0 19321 0 1537163 0 94972 Rachelle Hart Assistant Secretary - Various 0 447388 0 188323 0 88966 0 20100 0 19321 0 764098 0 0 Stuart Arnett Asst. Treasurer - Various 0 297161 0 126508 0 51735 0 30700 0 18897 0 525001 0 0 Marie Golanowski Hospital President - ASLMC 435431 0 125112 0 89956 0 30700 0 12901 0 694100 0 0 0 Randall Lambrecht SVP Research 0 297831 0 125002 0 53010 0 30700 0 0 0 506543 0 0 Cathie Kocourek President - AMCMC 250515 0 94614 0 50949 0 30700 0 12901 0 439679 0 0 0 David Graebner President - AMCSC 343453 0 134492 0 67547 0 30700 0 19321 0 595513 0 0 0 Ruric Anderson MD Chief Medical Officer 0 531697 0 320413 0 77022 0 97207 0 19321 0 1045660 0 66825 Michael Bergmann Patient Service Market President 0 287547 0 118462 0 24198 0 20100 0 19321 0 469628 0 0 Sandra Ewald Patient Service Market President 0 370871 0 150425 0 49728 0 30700 0 6094 0 607818 0 0 Stephen Francaviglia Patient Service Market President 0 466780 0 143659 0 81000 0 30700 0 12901 0 735040 0 0 Lisa Just Patient Service Market President 0 338206 0 152904 0 58308 0 30700 0 12604 0 592722 0 0 Doug Koch Patient Service Market President 0 334011 0 102118 0 55440 0 18075 0 12514 0 522158 0 0 John Newman President - AMCO 388377 0 133295 0 179208 0 20100 0 18897 0 739877 0 0 0 Patrick Falvey EVP & Chief Integration Officer 0 470580 0 354826 0 140386 0 90719 0 19321 0 1075832 0 64001 Frank LaVora DPM Chief Medical Officer - Milw South 0 412586 0 117653 0 39337 0 20100 0 19321 0 608997 0 0 Venkata Thota MD Chief Medical Officer - Walworth/ Bu 0 382175 0 162878 0 278544 0 30700 0 19321 0 873618 0 0 Timothy Lineberry MD Chief Medical Officer - GB 0 368318 0 138406 0 33710 0 13019 0 19321 0 572774 0 0 Andrew McDonagh MD Chief Medical Officer - AWAMC 301092 0 73459 0 53471 0 30700 0 19321 0 478043 0 0 0 Douglas McManus MD Chief Medical Officer - Milw North 0 325426 0 119292 0 72035 0 30700 0 12307 0 559760 0 0 Sylvia Meltzer MD Chief Medical Officer - Pop Health 0 433072 0 190356 0 55362 0 30700 0 5990 0 715480 0 0 Tedmond O'Reilly MD Chief Medical Officer - AMCG/ AMCWC 265322 0 58162 0 69823 0 30700 0 19321 0 443328 0 0 0 Robert Stuart MD Chief Medical Officer - Waukesha/Jef 0 317897 0 121508 0 25264 0 30700 0 19321 0 514690 0 0 Raul Zambrano MD Chief Medical Officer - Kenosha 0 324433 0 78109 0 6281 0 18026 0 18897 0 445746 0 0 Jon Kluge SVP Medical Group Ops 0 359366 0 147123 0 48278 0 20100 0 19321 0 594188 0 0 Marie Dominguez MD Chief Medical Officer - Milw N/ Sheb 115329 0 0 0 54976 0 0 0 166 0 170471 0 0 0 Jessica Bauer President ASMC/ ASLSS 306524 0 0 0 54578 0 0 0 18651 0 379753 0 0 0 Mark Wichman MD Physician Surgery Ortho 1827604 0 527782 0 0 0 20100 0 18897 0 2394383 0 0 0 Amin Bardai Kassam MD Physician Surgery Neurology 1590716 0 0 0 426730 0 10183 0 19321 0 2046950 0 0 0 Nicholas Webber MD Physician Surgery Ortho 1437251 0 0 0 340988 0 20100 0 15617 0 1813956 0 0 0 James Santarelli MD Physician Family Med 579667 0 0 0 1047697 0 20100 0 19321 0 1666785 0 0 0 Eric Weiss MD Physician Surgery Cardthorc 1101603 0 0 0 524516 0 20100 0 5990 0 1652209 0 0 0 Jeffrey Bailet MD Former President - AMG, Director 0 143910 0 0 0 1614267 0 25236 0 743 0 1784156 0 101296 David Ulery MD Former Director - AMG 193070 0 0 0 24767 0 26021 0 12901 0 256759 0 0 0 Diane Gerlach DO Former Director - AMG 175894 0 0 0 54112 0 16912 0 19321 0 266239 0 0 0 Joseph Majewski MD Former Director - AMG 495347 0 0 0 217069 0 29309 0 12901 0 754626 0 0 0 Paul Coogan MD Former Director - AHCM 416654 0 0 0 2766 0 20100 0 19321 0 458841 0 0 0 Sara Fleet MD Former Director - AHCMG 455720 0 0 0 43741 0 20100 0 12890 0 532451 0 0 0 Julia Hester-Diaz MD Former Director - AHCMG 308250 0 5844 0 142473 0 20100 0 0 0 476667 0 0 0 Melanie Smith MD Former Director - AHCMG 235925 0 0 0 97697 0 30700 0 12901 0 377223 0 0 0 Steve Huser Former Asst. Treas. - AMCMC,AMCO 0 269108 0 116406 0 53948 0 30700 0 12604 0 482766 0 0 Carolyn Glocka Former Hospital President - ASLSS 108513 0 102419 0 63069 0 25614 0 1991 0 301606 0 0 0 Gerald Colman Former COO 0 754287 0 747225 0 2539 0 20100 0 17835 0 1541986 0 120265 Mimi Kokoska MD Former Cheif Medical Officer 0 320446 0 128038 0 50468 0 20100 0 4453 0 523505 0 0 Joel Wallskog MD Former Physician Surgery Ortho 1497818 0 0 0 109769 0 20100 0 19321 0 1647008 0 0 0 Part I, Line 4b Aurora Health Care, Inc. established the Aurora Health Care, Inc. Supplemental Executive Retirement Plan (the "Plan") to retain and attract key personnel by providing them with additional retirement income. The following employees participated in the Plan and received contributions in 2017 as follows: Gail Hanson - $99,409 Michael Lappin - $94,972 Jeffrey Bailet - $101,296 Patrick Falvey - $64,001 Eugene Monroe - $101,340 Gerard Colman - $120,265 Mary Beth Kingston - $59,113 Ruric Anderson - $66,825 Dennis Potts - $85,170 Amy Rislov - $56,533 Jeff Dalen-Bard - $62,280 Carrie Killoran - $46,553 Jeffrey Bahr - $35,907 Nan Nelson - $40,214 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. Written incentive compensation plans for certain physician groups are awarded based on goals specific to their specialty. Melinda Bonilla-Puetz MD Board Member Spouse 148687 Wages from Aurora Advanced Healthcare. 0 Form 990, Part VI, Section A, line 4 n December of 2017, Aurora Health Care, Inc. and Advocate Health Care Network signed a definitive Affiliation Agreement ("Agreement") to combine and create Advocate Aurora Health, Inc. Under the terms of the Agreement, a new company was formed, Advocate Aurora Health, Inc., which became the sole member of Advocate Health Care Network and Aurora Health Care, Inc. The closing of the affiliation occurred on April 1, 2018. Form 990, Part VI, Section A, line 6 The organizations included in this group return are all non-stock, nonprofit corporations, with a sole member of Aurora Health Care, Inc., EIN 39-1442285. Form 990, Part VI, Section A, line 7a The CEO of Aurora Health Care, Inc. may recommend members of the governing bodies of the organizations included in this group return. All board members of the organizations included in this group return must be approved by the Board of Aurora Health Care, Inc. Form 990, Part VI, Section A, line 7b Certain decisions of the governing bodies of the organizations included in this group return are subject to approval by Aurora Health Care, Inc. Form 990, Part VI, Section B, line 11b The 2017 Form 990 was reviewed by senior leadership of Aurora Health Care, 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. Aurora Health Care Leadership reviews these statements for compliance with the established policy. When a conflict is discovered, the governing body determines if such conflict warrants a restriction on the capacity of the board member or key employee involved (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 was conducted in 2017: The CEO and the CEO's executive team have their compensation reviewed anually by the Compensation Committee of the Aurora Health Care 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 all organizations included in this group return are on file with the State of Wisconsin, Department of Financial Institutions. The financial statements of most organizations included in this group return are also on file with the State of Wisconsin, Department of Financial Institutions. The conflict of interest policy is available upon request. Form 990, Part XI, line 9: Equity transfers among affiliates & change in foundation equity interest. -28,758,050. Midwest Area Physicians LLC 750 West Virginia Street Milwaukee WI 53204 264323839 Physician Services WI 0 0 Aurora Medical Group Inc Aurora Quick Care LLC 750 West Virginia Street Milwaukee WI 53204 200580790 Health Services WI 2171124 648556 Aurora Medical Group Inc Aurora Research Institute LLC 750 West Virginia Street Milwaukee WI 53204 464361213 Research Services WI 8963717 38204765 Aurora Health Care Metro Inc Lakeshore Medical Clinic LLC 750 West Virginia Street Milwaukee WI 53204 391696443 Physician Services WI 206486695 13187653 Aurora Medical Group Inc Aurora Surgery Centers LLC 750 West Virginia Street Milwaukee WI 53204 811401714 Physician Services WI 20077699 5292656 AMG Illinois Ltd 3031 West Montana Street Milwaukee WI 53215 264041287 Physician Services IL 501(c)(3) Line 3 Aurora Medical Group Inc 1 Kradwell School Inc 1220 Dewey Avenue Wauwatosa WI 53213 261516765 School WI 501(c)(3) Line 2 Aurora Psychiatric Hospital Inc 1 Aurora Health Care Inc 750 West Virginia Street Milwaukee WI 53204 391442285 Support Services WI 501(c)(3) Line 12c, III-FI N/A 0 Aurora Family Service Inc 3200 Highland Boulevard Milwaukee WI 53233 390806174 Social Services WI 501(c)(3) Line 11 Aurora Health Care Inc 1 Aurora Health Care Foundation Inc 750 West Virginia Street Milwaukee WI 53204 396044569 Fund Raising WI 501(c)(3) Line 7 Aurora Health Care Inc 1 Advocate Aurora Health Inc 3075 Highland Parkway Suite 600 Downers Grove IL 60515 834184596 Supporting Organization DE 501(c)(3) Line 12c, III-FI N/A 0 BayCare Aurora LLC 750 West Virginia Street Milwaukee WI 53204 391947472 Hospital WI Aurora Medical Group Inc Related 74100821 292620854 0 0 0.61880 Aurora Consolidated Labs A Co-Tenancy 8901 West Lincoln Avenue Milwaukee WI 53227 391898089 Laboratory Services WI N/A North Shore Surgical Center Ltd 7007 Range Line Road Glendale WI 53209 391548024 Surgical Services WI N/A Wisconsin Surgery Center LLC 4131 West Loomis Road Suite 210 Greenfield WI 53221 383661215 Surgical Services WI N/A Aurora GI ASC LLC 2801 West KK River Parkway 1030 Milwaukee WI 53215 461848055 Physician Services WI N/A Waukesha Pain Center LLC 4131 West Loomis Road Suite 300 Greenfield WI 53221 900928071 Physician Services WI N/A Nor Door Clinic Building Condominium Association of Unit Owners 750 West Virginia Street Milwaukee WI 53204 Condo Association WI Aurora Medical Group Inc C 1.00000 1 St Luke's Physician Office Condominium Association Inc 750 West Virginia Street Milwaukee WI 53204 Condo Association WI Aurora Health Care Metro Inc C 1.00000 1 Aurora Health Center Kenosha Condominium Association Inc 750 West Virginia Street Milwaukee WI 53204 Condo Association WI Aurora Health Care Southern Lakes Inc C 1.00000 1 Aurora Health Center Oshkosh Condominium Association Inc 750 West Virginia Street Milwaukee WI 53204 Condo Association WI Aurora Medical Group Inc C 1.00000 1 Aurora Health Care Ventures Inc 750 West Virginia Street Milwaukee WI 53204 391513129 For-Profit Company WI N/A C 1 Aurora Health Network Inc 750 West Virginia Street Milwaukee WI 53204 391817175 Inactive WI N/A C 1 Aurora Pharmacy Inc 750 West Virginia Street Milwaukee WI 53204 391733325 Retail Pharmacy WI N/A C 1 Diversified Care Inc 4811 South 76th Street Greenfield WI 53220 391609054 Temporary Staffing Agency WI N/A C 1 Aurora Retail Stores Inc 750 West Virginia Street Milwaukee WI 53204 391722937 Inactive WI N/A C 1 Advanced Healthcare Inc 3003 West Good Hope Road Glendale WI 53209 391195501 Physician Services WI N/A C 1 LMC Inc 750 West Virginia Street Milwaukee WI 53204 472374743 Health Services WI N/A C 1 Health Care Re Ltd 750 West Virginia Street Milwaukee WI 53204 981063814 Health Services CJ N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 Aurora Health Care Inc P 870665022 Actual Cost Kradwell School Inc Q 265912 Actual Cost Visiting Nurse Association of Wisconsin Inc 750 West Virginia Street Milwaukee WI 53204 390806180 VISI Aurora Health Care Metro Inc 750 West Virginia Street Milwaukee WI 53204 390806181 AURO Aurora Health Care Southern Lakes Inc 750 West Virginia Street Milwaukee WI 53204 390806347 AURO Aurora Psychiatric Hospital Inc 750 West Virginia Street Milwaukee WI 53204 390872192 AURO Aurora Health Care Central Inc 750 West Virginia Street Milwaukee WI 53204 390930748 AURO West Allis Memorial Hospital Inc 750 West Virginia Street Milwaukee WI 53204 391022464 WEST Aurora Medical Center of Oshkosh Inc 750 West Virginia Street Milwaukee WI 53204 391027676 AURO Aurora UW Academic Medical Group Inc 750 West Virginia Street Milwaukee WI 53204 391136738 AURO Aurora Medical Center of Washington County Inc 750 West Virginia Street Milwaukee WI 53204 391150165 AURO Aurora Health Care North Inc 750 West Virginia Street Milwaukee WI 53204 391211629 AURO Aurora Advanced Healthcare Inc 750 West Virginia Street Milwaukee WI 53204 391595302 AURO Aurora Medical Group Inc 750 West Virginia Street Milwaukee WI 53204 391678306 AURO Aurora Medical Center Grafton LLC 750 West Virginia Street Milwaukee WI 53204 272953799 AURO