2018-11-14T10:40:47-06:00 2017-12-31 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2017-01-01 362167920 Advocate Sherman Hospital % JAMES DOHENY ADVO 6305729393 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 JAMES W DOHENY ASSISTANT TREASURER 6309295543 2018-11-13 Tamara Tarazi P01266026 3128792000 99.46.67.29 36964520183185000029 2018-11-14 P F4E1502620192AA1FFAA659060C72E89830A7AC0 6DFBA33F1DAEE8CAFFEB9AC40683ECF49AA6169A 2017 2019-02-21 02:37:17Z LINDA DEERING DEAN 3075 HIGHLAND PKWY STE 600 DOWNERS GROVE IL 60515 725728965 false X WWW.ADVOCATEHEALTH.COM X 1887 IL SERVE HEALTH NEEDS OF COMMUNITIES THROUGH WHOLISTIC PHILOSOphY ROOTED IN FUNDAMENTAL UNDERSTANDING OF HUMANS AS CREATED IN THE IMAGE OF GOD. 21 16 2004 364 461202 0 968101 1396438 321845758 428306885 2083367 8846968 3036309 2024472 327933535 440574763 47666 95887 0 0 121606575 126483701 0 0 0 187176187 289509268 308830428 416088856 19103107 24485907 485376953 520433518 331112505 327916556 154264448 192516962 X THE MISSION OF ADVOCATE SHERMAN HOSPITAL IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. false false 345645630 95887 403119444 PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. AS PART OF ITS COMMUNITY BENEFITS STRATEGY AND ITS MISSION, ADVOCATE SHERMAN HOSPITAL (SHERMAN HOSPITAL) IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. AN EXAMPLE OF THIS IS THE HOSPITAL'S PROVISION OF CHARITY CARE. SHERMAN HOSPITAL OFFERS A VERY GENEROUS CHARITY CARE PROGRAM--REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED, AND PROVIDING DISCOUNTS TO UNINSURED PATIENTS EARNING UP TO SIX TIMES THE FEDERAL POVERTY LEVEL AND TO INSURED PATIENTS EARNING UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL. THE HOSPITAL ALSO CONSIDERS A PATIENT'S EXTENUATING CIRCUMSTANCES TO QUALIFY PATIENTS FOR CHARITY CARE. FOR UNINSURED PATIENTS, THE HOSPITAL WILL PRESUMPTIVELY PROVIDE CHARITY CARE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY AND, IN SOME CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA IS NOT AVAILABLE FOR UNINSURED PATIENTS, THEN FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. SHERMAN HOSPITAL EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL, ALSO TAKING INTO Consideration THE INSURED PATIENT'S EXTENUATING CIRCUMSTANCES. ALTHOUGH THE HOSPITAL'S CHARITY CARE POLICY IS VERY GENEROUS, SHERMAN HOSPITAL CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE WHEN THEY NEED IT TO THOSE WHO NEED ASSISTANCE. THE HOSPITAL MAINTAINS HIGHLY VISIBLE SIGNAGE AND BROCHURES IN MULTIPLE LANGUAGES TO INFORM PATIENTS OF THE AVAILABILITY OF FINANCIAL HELP AND FINANCIAL COUNSELORS. INFORMATION ABOUT THE CHARITY CARE PROGRAM AND CHARITY APPLICATION IS PROVIDED TO ALL UNINSURED PATIENTS DURING REGISTRATION AND IS MAILED TO THEM IN ADVANCE OF THE FIRST PATIENT BILLING. AFTER THAT, EACH UNINSURED PATIENT'S BILL INCLUDES SUMMARY INFORMATION REGARDING THE CHARITY CARE PROGRAM. SHERMAN HOSPITAL, AS A LEVEL II TRAUMA CENTER, PROVIDES EXPERT EMERGENCY CARE REGARDLESS OF THE PATIENTS' ABILITY TO PAY. THE HOSPITAL HAD 415 TRAUMA VISITS OUT OF A TOTAL OF 61,956 EMERGENCY DEPARTMENT VISITS IN 2017. 3054134 0 0 PROVISION OF NURSING EDUCATION SHERMAN HOSPITAL IS COMMITTED TO PROVIDING EDUCATION TO NURSING STUDENTS NOW AND IN THE FUTURE. SHERMAN PROVIDES EDUCATION IN A CLINICAL ENVIRONMENT TO NURSING STUDENTS FROM FIVE AREA COLLEGES AND UNIVERSITIES, INCLUDING CHAMBERLAIN COLLEGE, ELGIN COMMUNITY COLLEGE, MCHENRY COUNTY COLLEGE, AURORA UNIVERSITY AND NORTHERN ILLINOIS UNIVERSITY. IN 2017, SHERMAN HOSPITAL'S REGISTERED NURSES SUPERVISED AND TAUGHT 437 UNDERGRADUATE NURSING STUDENTS. HOSPITAL STAFF DEVOTED A TOTAL OF 22,986 STAFF HOURS TO DEVELOPING PROFICIENCY AND EXCELLENCE IN THESE STUDENTS THAT WILL SOON TAKE THEIR PLACE PROVIDING CARE AT VARIOUS HEALTH CARE ORGANIZATIONS IN THE COMMUNITY. HEALTH CARE SERVICES PROVIDED BY PHYSICIANS, NURSES, CLINICIANS AND OTHER ASSOCIATES EMPLOYED BY SHERMAN HOSPITAL. SHERMAN HOSPITAL CLINICIANS PROVIDE CARE TO THE COMMUNITY BOTH AT THE HOSPITAL AND IN THE COMMUNITY. SHERMAN HOSPITAL HAS MORE THAN 30 YEARS OF CARDIOVASCULAR EXCELLENCE FOCUSING ON PROACTIVELY PREVENTING, DIAGNOSING AND TREATING AN ARRAY OF HEART CONDITIONS. AS AN ACCREDITED CHEST PAIN CENTER THROUGH THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, SHERMAN HOSPITAL IS DEDICATED TO THE CARE OF ITS CARDIAC PATIENTS. THIS ACCREDITATION MEANS THAT SHERMAN HOSPITAL INTEGRATES THE INDUSTRY'S BEST PRACTICES TO PROVIDE THE BEST POSSIBLE OUTCOMES IN CARDIAC CARE. SHERMAN'S HEART FAILURE PROGRAM HAS ACHIEVED ADVANCED CERTIFICATION IN HEART FAILURE DESIGNATION FOR BEST PRACTICES IN CARING FOR HEART FAILURE PATIENTS. IN 2017, SHERMAN HOSPITAL PROVIDED 678 INPATIENT CARDIAC CATHERIZATIONS AND 116 INPATIENT CARDIOVASCULAR OPEN-HEART SURGERIES. SHERMAN HOSPITAL IS RECOGNIZED AS A CENTER OF EXCELLENCE IN TREATING DISEASES AND INJURIES OF MUSCLES, BONES AND JOINTS AND IS A LEADER IN STATE-OF-THE-ART ORTHOPEDIC DIAGNOSTIC AND TREATMENT OPTIONS. DEPENDING ON THE INJURY OR ILLNESS, TREATMENT CAN RANGE FROM NON-SURGICAL OPTIONS SUCH AS CASTS, SPLINTS AND PHYSICAL THERAPY TO SURGICAL OPTIONS, FROM MINIMALLY INVASIVE ARTHROSCOPY TO TOTAL JOINT REPLACEMENT. IN 2017, SHERMAN HOSPITAL PERFORMED 983 INPATIENT ORTHOPEDIC SURGERIES. SHERMAN HOSPITAL'S CANCER CARE CENTER IS ACCREDITED THROUGH THE COMMISSION ON CANCER (CoC) AND THE NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS (NAPBC). SHERMAN HOSPITAL IS LEADING HEALTH BY PROMOTING HEALTHY LIFESTYLES, FOCUSING ON PREVENTATIVE AND INNOVATIVE MEDICINE, ESTABLISHING A COMPREHENSIVE GENETIC PROGRAM, SECURING NURSE NAVIGATION, ENHANCING THE ONCOLOGY SERVICE LINE (INPATIENT, OUTPATIENT & COMMUNITY), AS WELL AS PARTNERING WITH THE AMERICAN CANCER SOCIETY, LIVING WELL, AND JOURNEY CARE. IN ADDITION, THE HOSPITAL PARTICIPATED IN A COLEMAN GRANT FOR SUPPORTIVE ONCOLOGY AND NCI/YALE GRANT FOR DISTRESS SCREENING. THE HOSPITAL IS ALSO FOCUSED ON DEVELOPING NEW EDUCATION AND PREVENTION PROGRAMS (INCLUDING COLORECTAL CANCER OUTREACH & SCREENINGS AND LUNG CANCER SCREENINGS), ENHANCEMENTS TO GENETIC COUNSELING, ADDITION OF AN ONCOLOGY NURSE NAVIGATION RESOURCE INCLUDING AN ONCOLOGY FINANCIAL NAVIGATOR, AND A PARTNERSHIP WITH ADVOCATE LUTHERAN GENERAL HOSPITAL FOR RESEARCH AND CLINICAL TRIALS. SHERMAN HOSPITAL'S PRIMARY STROKE CENTER IS ACCREDITED THROUGH DET NORSKE VERITAS HEALTHCARE, INC. (DNV HEALTHCARE). THE SCOPE OF THE PROGRAM ENCOMPASSES THE ADULT POPULATION ENTERING THE HOSPITAL WITH A HEMORRHAGIC/ISCHEMIC STROKE OR TIA DIAGNOSIS. DATA IS ABSTRACTED, SUBMITTED AND REPORTED THROUGH THE GET WITH THE GUIDELINES STROKE DATA REGISTRY AND THE CENTERS FOR MEDICARE & MEDICAID SERVICES. OTHER IMPORTANT HOSPITAL-BASED SERVICES INCLUDE A COMPREHENSIVE DIABETES CENTER, A BIRTHING CENTER PROFICIENT IN HANDLING HIGH RISK DELIVERIES AND AN EMERGENCY DEPARTMENT AND LEVEL II TRAUMA CENTER. HOSPITAL CLINICIANS ALSO PROVIDE CARE TO PATIENTS AT SEVERAL OFF-SITE LOCATIONS INCLUDING THREE IMMEDIATE CARE CENTERS FOR IMAGING, LABORATORY, PHYSICAL REHABILITATION AND PRIMARY CARE SERVICES, AS WELL AS SERVICES PROVIDED AT A NURSING/REHABILITATION CENTER AND A STAND-ALONE IMAGING CENTER. SHERMAN HOSPITAL CLINICIANS LEAD PRENATAL/CHILDBIRTH AND PARENTING EDUCATION CLASSES, DIABETES EDUCATION CLASSES, AS WELL AS SUPPORT GROUPS FOCUSED ON INDIVIDUALS STRUGGLING WITH HEALTH ISSUES SUCH AS DIABETES, HEART DISEASE, BREAST AND OTHER CANCERS, OSTOMIES, AND BREAST FEEDING. AS PART OF THE HOSPITAL'S SPEAKER'S BUREAU, CLINICIANS ALSO PARTICIPATE IN COMMUNITY HEALTH EVENTS, PROVIDING EDUCATION ON VARIOUS TOPICS OF INTEREST TO THE COMMUNITY, SUCH AS TRAUMA/INJURY PREVENTION, AND HEALTH AND WELLNESS CLASSES. 26522891 0 25187440 description of advocate sherman hospital sherman hospital is a 255-bed not-for-profit hospital that provides acute inpatient and outpatient medical care to individuals residing in the greater elgin, illinois area. founded in 1888, the hospital has expanded its services to several off-site locations, including three immediate care centers, a nursing/rehabilitation center and a stand-alone imaging center. at all these sites of care, sherman's 650 physicians and 2,200 associates (employees) provide quality and compassionate care to individuals regardless of their ability to pay for services received. the hospital moved to its current location on randall road following completion of a new hospital building in december 2009. sherman hospital joined the advocate system in 2013 and became the eleventh hospital in the advocate health care network. sherman hospital has been recognized for its commitment to continually improving performance and patient care as demonstrated through its achievement of several awards. considered the national "gold standard" for nursing excellence among hospitals, the hospital has received magnet recognition by the american nurses credentialing center, an affiliate of the american nurses association. magnet recognition is given only to hospitals that satisfy a set of criteria designed to measure strength and quality in nursing care with less than seven percent of hospitals nation-wide achieving this status. the center for breast care at sherman hospital is designated as a breast imaging center of excellence by the american college of radiology for its dedication to improving women's health. the hospital is also an accredited chest pain center, which means the hospital integrates the industry's best practices and newest paradigms to provide the best possible outcomes in cardiac care. the hospital's heart failure program received gold level recognition from the american heart association's "get with the guidelines-heart failure program" for commitment to improving quality care. sherman hospital's healthcare providers are engaged in ongoing efforts focused on quality improvement initiatives. these providers use evidence-based practices as an approach to improve quality while reducing unnecessary variation in practice, cost and hospitalization. these efforts are designed to maintain and enhance patient, staff and visitor safety and to improve the environment of care. with a team of nearly 50 cardiologists, sherman hospital has over 35 years of experience with open heart procedures and all forms of cardiac care. in addition to a wide range of cardiovascular services, the hospital is also an accredited chest pain center with dedicated interventional cardiologists, and cardiology and emergency personnel trained in rapid response and treatment of heart attacks, which helps ensure reduced heart muscle damage and saves lives. the hospital's center for cancer care offers the latest cancer treatments and state-of-the-art technology in an environment custom-designed for healing and compassionate care. the center for advanced liver & pancreatic care provides patients with access to specialized care for the treatment of a wide range of liver and pancreatic diseases that typically have only been treated at academic medical centers. the mission of sherman hospital is to serve the health needs of individuals, families and communities through a holistic philosophy rooted in the fundamental understanding of human beings as created in the image of god. the values of sherman hospital include equality, compassion, excellence, partnership, and stewardship. the philosophy of sherman hospital is grounded in the principles of human ecology, faith and community-based health care. these principles arise from an understanding of human beings as whole persons in light of their relationships with god, themselves, their families and the society in which they live. population served sherman hospital provides quality health care to individuals regardless of race, creed, national origin, age or ability to pay. in 2017, the hospital's 650 physicians and 2,200 associates (employees) treated 13,767 inpatient admissions including 2,395 deliveries, and handled 300,813 outpatient visits. as a level ii trauma center, sherman hospital provided 415 trauma visits and 61,956 (including trauma) emergency department visits in 2017. sherman hospital serves a primary service area (psa) including 295,699 people who reside in the communities of algonquin, carpentersville, dundee, elgin, gilberts, huntley, lake in the hills, and south elgin. the percent of the population living below the federal poverty level was six percent for the psa as compared to fourteen percent for the state in 2016. there are several communities in the sherman psa which are financially challenged, with a higher percentage living below poverty than the state, including carpentersville with sixteen percent of the population living below poverty, and elgin (60120) at seventeen percent. the 2016 psa median household income is $79,805. the psa has a high portion of the population with latino ethnicity (twenty-nine percent). there is also a low rate of african american population, at four percent, in the psa. commitment to the community even in the face of low reimbursements, sherman hospital is dedicated to maintaining a strong presence within its community and continues to monitor expenditures to make certain that the programs and services supported are in direct response to community need. in 2017, sherman hospital provided over $33.3 million in community benefit programs and services. these benefits included not only the cost of charity care and unreimbursed medicaid and medicare, for example, but also the cost for implementing and sustaining programs specifically designed to meet the health care needs of the community. community benefits plan goals and examples of program service accomplishments. as one of eleven advocate health care hospitals, sherman hospital's community benefits efforts are aligned with advocate health care's community benefits plan. the community benefits plan was developed to establish strategies for improving access to care and positively affecting the health of the communities served by the hospital. included in the community benefits plan are not only planned goals and objectives focused on addressing needs as identified through a hospital-specific community health needs assessment, but also other community benefits such as charity care, unreimbursed medicaid and medicare. the community benefits plan sets the course for strengthening existing partnerships and building new ones with individuals and organizations within sherman's service area to leverage and maximize the impact of its programs. sherman hospital has set goals and objectives to accomplish this strategy. the community benefits plan goals and some specific examples of programs and services provided by sherman hospital that address these goals are provided below. goal a: optimize advocate's capacity to manage an effective community health strategy by implementing regular community health assessments (chnas) and using data from these assessments to guide program development. partnering to assess community needs sherman hospital has been working collaboratively with the mchenry county department of public health and the kane county health department to assess the health needs of the community. participating in the county-wide health needs assessments led by both health departments, community health associates have played important roles on the executive leadership oversight committees and subcommittees of these initiatives since 2006. other hospital associates serve in key leadership roles in the oversight committees of both counties, as well as serving on many subcommittees. sherman hospital also focuses its internal strengths to assess community needs and to guide program development. the hospital's community health department plays a key role in working collaboratively with internal hospital departments as well as with community partners to enhance the health of the community. the department also plans and implements community outreach events and health education classes, and oversees the american heart association training center at the hospital. goal b: undertake or support initiatives that enhance access to health care, prevention and wellness services across the lifespan and within the diverse communities advocate serves. as indicated earlier in this document in part iii, line 4a, sherman hospital offers a very generous charity care program. other programs and services exist, however, that have been developed based on knowledge of needs specific to the community that sherman hospital serves. breast cancer prevention focused on low-income hispanic women. to decrease the elevated incidence of breast cancer in elgin's low-income hispanic female population, the hospital has partnered with the women's or 375222655 true true false true false false false false false false true false false false true false false true false false false false false false false false true true true true true false false false false false true true false false false false false false true true true false false true 201 0 true 2004 true true true false false false false false false false false false X 21 16 true false false false true true true true true false false true true true true true true true true true true IL X JAMES DOHENY 6309295543 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 X Linda Deering Dean President, Director 40.0 1.0 X X 1016292 0 238601 William Hoffer Chairperson, Director 1.0 0.0 X X 5700 0 0 Rev 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THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND IN CONGRESS ON LEGAL AND POLICY ISSUES THAT AFFECT HEALTHCARE INCLUDING QUALITY, AFFORDABILITY, PATIENT ACCESS, AND ACCREDITATION. A PORTION OF THE ANNUAL MEMBERSHIP DUES PAID TO THIS ORGANIZATION IS ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE HOSPITAL ALSO REIMBURSES ASSOCIATES FOR DUES AND EDUCATIONAL EXPENSES PAID TO VARIOUS PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE SHERMAN HOSPITAL ENDEAVORS TO IDENTIFY THE PORTION OF THESE DUES OR FEES ATTRIBUTABLE TO LOBBYING ACTIVITIES. 31290797 31290797 243429627 48288104 195141523 5089178 1653331 3435847 77249566 40854754 36394812 11023872 24400 10999472 277262451 0 I/C NOTES PAYABLE-SHERMAN 238690785 BLUE CROSS TAKEBACKS 29015728 OTHER THIRD PARTY PAYABLE 3000000 BLUE CROSS DUE- CURRENT YEAR 1920000 MEDICARE RAC RESERVE 1400000 THIRD PARTY PAYOR TRANSFERS 827236 IBNR PROV INS LOSS 437000 ACCRUED INSURANCE AND CLAIMS COST 305000 REMEDIATION COST ACCRUAL 8411 275604160 true true X true X true X 600. true true false true true 3305497 3305497 0.00860 57634483 48176284 9458199 0.02460 60939980 48176284 12763696 0.03320 943243 943243 0.00250 3054134 3054134 0.00790 48179 42446 5733 0.00000 141624 141624 0.00040 4187180 42446 4144734 0.01080 65127160 48218730 16908430 0.04400 false 31594669 98862 110545860 120713692 -10167832 X true true Algonquin Surg Ctr Ancillary Surgery Center 0.26 0.0 0.49 ARSC RE Holdings Real Estate Leasing 0.5 0.0 0.0 1 1 ADVOCATE SHERMAN HOSPITAL 1425 N RANDALL ROAD ELGIN IL 601232300 HTTP://WWW.ADVOCATEHEALTH.COM/HOPE/ 0005884 X X X Advocate Sherman Hospital 1 false false true X X X X X X X X X 16 true true true true X www.advocatehealth.com/CHNAREPORTS X X true 17 true www.advocatehealth.com/CHNAREPORTS false true X 200. 600. X X X X X true true X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X X true X false false PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 2 N/A PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 3J N/A PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 5 IN 2014-2016, ADVOCATE SHERMAN HOSPITAL COMPLETED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) BY WORKING COLLABORATIVELY WITH TWO PUBLIC HEALTH DEPARTMENTS - THE MCHENRY COUNTY HEALTH DEPARTMENT AND THE KANE COUNTY HEALTH DEPARTMENT. BOTH HEALTH DEPARTMENTS ENGAGED A COMMUNITY COLLABORATIVE COMPRISED OF CROSS SECTOR COMMUNITY ORGANIZATIONS TO FACILITATE THE DEVELOPMENT AND IMPLEMENTATION OF A COMPREHENSIVE COMMUNITY HEALTH ASSESSMENT, USING THE MOBILIZING ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP) PROCESS. THIS STRATEGY ENABLED THE HOSPITAL TO PARTICIPATE IN DATA COLLECTION THAT COVERED ALL OF THE HOSPITAL'S PRIMARY SERVICE AREA (PSA) AND THE MAJORITY OF THE SECONDARY SERVICE AREA (SSA). FOR PURPOSES OF SHERMAN HOSPITAL'S CHNA, COMMUNITY WAS DEFINED AS THE FOLLOWING MUNICIPALITIES LOCATED IN KANE AND MCHENRY COUNTIES: ALGONQUIN, CARPENTERSVILLE, DUNDEE, ELGIN, GILBERTS, HUNTLEY, LAKE IN THE HILLS AND SOUTH ELGIN. THE MCHENRY COUNTY SURVEY, CONSISTED OF THREE COMPONENTS - A COMMUNITY SURVEY, KEY INFORMANT INTERVIEWS OF COMMUNITY LEADERS AND A COMMUNITY ANALYSIS USING SECONDARY DATA SOURCES. THE KANE COUNTY HEALTH DEPARTMENT CONDUCTED ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT IN 2014, WHICH INCLUDED THREE COMPONENTS - A COMMUNITY SURVEY, KEY INFORMANT FOCUS GROUPS, AND SECONDARY DATA ANALYSIS CONSISTING OF PUBLIC HEALTH, VITAL STATISTICS AND OTHER DATA. IN PREPARATION FOR THE SELECTION OF PRIORITIES, SHERMAN HOSPITAL STAFF PRESENTED DEMOGRAPHIC, ECONOMIC, EDUCATION, EMPLOYMENT AND HEALTH DATA TO THE HOSPITAL COMMUNITY HEALTH COUNCIL OVER A PERIOD OF SEVERAL MEETINGS. THE DATA PRESENTED WAS DRAWN FROM THE TWO COUNTY HEALTH DEPARTMENT SURVEYS AS WELL AS FROM HEALTHY COMMUNITIES INDEX, A DATA REPOSITORY PURCHASED BY ADVOCATE HEALTH CARE. THE COMMUNITY HEALTH COUNCIL IS AN ADVISORY COMMITTEE TO THE HOSPITAL, TO ASSIST IN THE SELECTION OF HEALTH PRIORITIES, AND ADVISE AND MONITOR THE IMPLEMENTATION OF COMMUNITY HEALTH INTERVENTIONS TO ADDRESS THE HEALTH ISSUES IN THE COMMUNITY. IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, SHERMAN HOSPITAL CONVENED ITS COMMUNITY HEALTH COUNCIL EVERY THREE MONTHS, FROM APRIL THROUGH SEPTEMBER 2016, TO REVIEW THE RESULTS OF THE CHNA. THIS COMMUNITY HEALTH COUNCIL WAS CHAIRED BY A REPRESENTATIVE OF THE COMMUNITY WHO ALSO SERVES AS A HOSPITAL BOARD OF DIRECTORS MEMBER. ADDITIONAL HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED TO THE COMMUNITY HEALTH COUNCIL REPRESENTING A VARIETY OF EXPERTISE AREAS, INCLUDING ELECTED OFFICIALS, AREA BUSINESSES, SCHOOL DISTRICTS, OTHER HEALTH CARE PROVIDERS, AND THE FAITH COMMUNITY. THE AFFIDAVITS OF THESE REPRESENTATIVES AND THE NAMES OF THE ORGANIZATIONS THEY REPRESENT ARE PROVIDED BELOW. ADVOCATE SHERMAN HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS MEMBERS FROM THE COMMUNITY -AMERICAN CANCER SOCIETY, HOSPITAL SYSTEMS MANAGER -CITY OF ELGIN, MAYOR -ELGIN COMMUNITY MEMBER; SHERMAN HOSPITAL BOARD MEMBER -GREATER ELGIN FAMILY CARE CENTER, CHIEF OPERATING OFFICER -KANE COUNTY HEALTH DEPARTMENT, EXECUTIVE DIRECTOR -MCHENRY COUNTY HEALTH DEPARTMENT, ADMINISTRATIVE MANAGER -SECOND BAPTIST CHURCH OF ELGIN, PASTOR; SHERMAN HOSPITAL BOARD CHAIR AND COMMUNITY HEALTH COUNCIL CHAIR -UNITED WAY, PRESIDENT/CEO ADVOCATE STAFF MEMBERS -ADVOCATE HEALTH CARE, COMMUNITY HEALTH DIRECTOR, NORTH REGION -SHERMAN HOSPITAL, ADMINISTRATIVE DIRECTOR, POPULATION HEALTH AND SERVICE EXCELLENCE -SHERMAN HOSPITAL, MANAGER, COMMUNITY OUTREACH -SHERMAN HOSPITAL, MANAGER, STRATEGIC PLANNING -SHERMAN HOSPITAL, PHYSICIAN, FAMILY PRACTICE -SHERMAN HOSPITAL, VICE PRESIDENT OF OPERATIONS SHERMAN HOSPITAL ALSO CONSULTED WITH SEVERAL ADDITIONAL PARTNER ORGANIZATIONS REGARDING THE HOSPITAL CHNA. THESE INCLUDED GREATER ELGIN FAMILY CARE CENTER, VISITING NURSES ASSOCIATION, AUNT MARTHA'S, KANE COUNTY SUBSTANCE ABUSE COALITION, MCHENRY COUNTY SUBSTANCE ABUSE COALITION AND THE MENTAL HEALTH 708 INC BOARD. EACH OF THE ORGANIZATIONS HAVE A FOCUS ON MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS. SHERMAN HOSPITAL'S 2014-2016 AND PREVIOUS 2011-2013 CHNA REPORTS AND IMPLEMENTATION PLANS ARE POSTED ON ADVOCATE'S WEBSITE AND INCLUDE A LINK TO A FORM AND AN EMAIL FOR THE COMMUNITY TO USE IN PROVIDING FEEDBACK IN COMPLIANCE WITH THE AFFORDABLE CARE ACT. ANY QUESTIONS SUBMITTED WILL BE ADDRESSED WITHIN THIRTY DAYS. AS OF DECEMBER 31, 2017, NO FEEDBACK OR COMMENTS WERE RECEIVED FROM THE COMMUNITY. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 6A RELATED: -ADVOCATE GOOD SHEPHERD HOSPITAL UNRELATED: -CENTEGRA HEALTH SYSTEMS, MCHENRY, IL -PRESENCE ST. JOSEPH'S HOSPITAL, ELGIN, IL -PRESENCE MERCY MEDICAL CENTER, AURORA, IL -NORTHWESTERN DELNOR COMMUNITY HOSPITAL, GENEVA, IL -RUSH-COPLEY MEDICAL CENTER, AURORA, IL PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 6B -FAMILY ALLIANCE, INC., CRYSTAL LAKE, IL -MCHENRY COUNTY COLLEGE, CRYSTAL LAKE, IL -MCHENRY COUNTY COMMUNITY FOUNDATION, WOODSTOCK, IL -MCHENRY COUNTY DEPARTMENT OF HEALTH, WOODSTOCK, IL -MCHENRY COUNTY MENTAL HEALTH BOARD, CRYSTAL LAKE, IL -MCHENRY COUNTY REGIONAL OFFICE OF EDUCATION, WOODSTOCK, IL -PIONEER CENTER, MCHENRY, IL -SENIOR SERVICES ASSOCIATES, INC., WOODSTOCK, IL -UNITED WAY OF GREATER MCHENRY COUNTY, MCHENRY, IL -KANE COUNTY HEALTH DEPARTMENT, AURORA, IL -INC BOARD NFP (COMMUNITY MENTAL HEALTH FUNDING ALLIANCE), AURORA, IL PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 7D THE HOSPITAL ISSUED AN ANNOUNCEMENT AND A BRIEF SUMMARY OF THE CHNA RESULTS TO SHERMAN HOSPITAL EMPLOYEES, WHICH ALSO INCLUDED A LINK TO THE FULL REPORT. COMMUNITY HEALTH STAFF HAVE PRESENTED THE CHNA RESULTS TO THE GOOD SHEPHERD HOSPITAL EXECUTIVE AND SENIOR LEADERSHIP TEAMS AS WELL. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 11 2014-2016 CHNA NEEDS SELECTED TO ADDRESS IN 2016, SHERMAN HOSPITAL CONDUCTED A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WHICH INCLUDED THE SELECTION OF HEALTH PRIORITIES THROUGH A CONSENSUS PRIORITIZATION PROCESS BY THE COMMUNITY HEALTH COUNCIL. THE COMMUNITY HEALTH COUNCIL RECOMMENDED, AND THE HOSPITAL GOVERNING COUNCIL APPROVED, TWO HEALTH AREAS FOR PRIORITY ACTION: 1) DIABETES/KIDNEY DISEASE; AND 2) OBESITY/NUTRITION/PHYSICAL ACTIVITY. DIABETES/KIDNEY DISEASE THE GOAL OF THE DIABETES INTERVENTIONS ARE TO REDUCE THE LONG-TERM COMPLICATIONS RELATED TO DIABETES AND KIDNEY DISEASE FOR RESIDENTS LIVING IN CARPENTERSVILLE AND ELGIN, THROUGH THREE SPECIFIC STRATEGIES. THESE COMMUNITIES WERE SELECTED FOR INTERVENTION AS THEY HAD HIGH SOCIO-NEEDS INDEXES IN THE HEALTHY COMMUNITIES INSTITUTE DATA BASE AND ALSO WERE IDENTIFIED AS HAVING A HIGHER PREVALENCE OF DIABETES AND KIDNEY DISEASE. THE SOCIO-NEEDS INDEX CORRELATES DEMOGRAPHIC DETERMINANTS AND POOR HEALTH OUTCOMES. THE FIRST STRATEGY IS TO INCREASE THE PERCENTAGE OF ADULTS WHO ARE SCREENED TO IDENTIFY PRE-DIABETES AND DIABETES AND REFERRED FOR FOLLOW-UP TO A PRIMARY CARE PROVIDER. AS PART OF THE LATINO DIABETES PROGRAM, SHERMAN HOSPITAL IS IMPLEMENTING BLOOD GLUCOSE SCREENINGS IN THE ELGIN AND CARPENTERSVILLE LATINO COMMUNITIES. IN 2017, THE PROGRAM SCREENED 287 PATIENTS AND RESULTS WERE TRACKED FOR 81 PATIENTS. EIGHTY-FOUR PERCENT OF INDIVIDUALS SCREENED HAD A NORMAL BLOOD GLUCOSE LEVEL, ELEVEN PERCENT PRESENTED WITH PRE-DIABETES GLUCOSE LEVELS AND FIVE PERCENT PRESENTED WITH GLUCOSE LEVELS THAT MAY INDICATE DIABETES. THIRTEEN PATIENTS (ONE HUNDRED PERCENT) THAT SCREENED AS PRE-DIABETIC OR DIABETIC WERE REFERRED TO A PRIMARY CARE PROVIDER FOR FOLLOW UP. THE SECOND DIABETES STRATEGY IMPLEMENTED IS THE STANFORD MODEL DIABETES SELF-MANAGEMENT PROGRAM (DSMP). THE PROGRAM IS BEING IMPLEMENTED IN ELGIN IN CONJUNCTION WITH THE EXISTING DIABETES PROGRAM FOR THE LATINO COMMUNITY. THE HOSPITAL SPONSORED TWO SHERMAN HOSPITAL STAFF TO BECOME CERTIFIED INSTRUCTORS IN THE DSMP PROGRAM. NO SELF-MANAGEMENT CLASSES WERE HELD IN 2017 DUE TO SCHEDULING CONFLICTS WITH VARIOUS LOCATIONS IN THE ELGIN COMMUNITY. HOWEVER, NUMEROUS PLANNING MEETINGS WERE HELD TO COORDINATE DSMP SESSIONS FOR 2018. THE THIRD STRATEGY IDENTIFIED FOR DIABETES WAS TO INCREASE THE ACCESS POINTS TO FRESH PRODUCE FOR RESIDENTS LIVING WITHIN CARPENTERSVILLE AND ELGIN. THE HOSPITAL IS WORKING WITH THE ELGIN FRESH MARKET GROCERY STORE TO IMPLEMENT COOKING DEMONSTRATIONS WITH RECIPE CARDS SUPPORTING INDIVIDUALS IN PREPARING TASTY LATINO MEALS USING FRESH AND HEALTHY INGREDIENTS. SHERMAN HOSPITAL DEVELOPED A PROCESS TO PROVIDE EXCESS PRODUCE FROM THE ON-SITE COMMUNITY GARDEN TO THE HOSPITAL DIABETES CENTER PATIENTS WHO ARE DETERMINED TO BE FOOD INSECURE. PATIENTS WILL BE SCREENED FOR FOOD INSECURITY BY THE DIETITIAN. SCREENING OF THE DIABETES CENTER PATIENTS WILL BEGIN IN 2018. ADDITIONALLY, THE HOSPITAL INITIATED A NEW PARTNERSHIP WITH THE ELGIN COMMUNITY COLLEGE (ECC) STUDENT FOOD PANTRY. ECC STUDENTS WILL HAVE ASSIGNED GARDEN PLOTS AT THE SHERMAN H PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 15E N/A PART V, SECTION C- DESCRIPTION FOR PART V, SEC B, LINES 16A, 16B, AND 16C HTTP://WWW.ADVOCATEHEALTH.COM/FINANCIALASSISTANCE PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 16J ADVOCATE SHERMAN COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE: 1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNAGE IS CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL REGISTRATION AREAS (I.E., PATIENT ACCESS, EMERGENCY DEPARTMENT). 3. BROCHURES ARE PLACED IN HOSPITAL REGISTRATION AREAS (I.E., PATIENT ACCESS, EMERGENCY DEPARTMENT) AND INCLUDE GUIDANCE ON HOW A PATIENTS MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITALS FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATES FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATION ARE GIVEN TO ALL UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATES WEBSITE PROMINENTLY NOTES THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE APPLICATION PROCESS, A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY, AND THE FINANCIAL ASSISTANCE APPLICATION. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 18E N/A PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 19E ADVOCATE SHERMAN DOES NOT PERFORM ACTIONS SUCH AS THOSE LISTED IN LINES 19A-D UNTIL REASONABLE EFFORTS HAVE BEEN MADE TO DETERMINE A PATIENT'S FAP ELIGIBILITY. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 20A ADVOCATE DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS (ECAS) AND AS DESCRIBED BELOW USES ALL OPPORTUNITIES TO INFORM INDIVIDUALS OF THE FAP PROCESS. IF ADVOCATE EVER WERE TO USE AN ECA IT WOULD PROVIDE THE INDIVIDUAL WITH ALL REQUIRED INFORMATION INCLUDING PROVIDING THE FAP AT LEAST 30 DAYS BEFORE INITIATING AN ECA. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 20E ADVOCATE MAKES REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY UNDER ITS FAP, INCLUDING SENDING A SERIES OF LETTERS AND ATTEMPTING TO WORK WITH THE PATIENT THROUGH THE FINANCIAL COUNSELING PROCESS AND/OR PHONE CALLS. ALL CORRESPONDENCE ASKS THE PATIENT TO NOTIFY THE HOSPITAL IF HE/SHE IS EXPERIENCING "DIFFICULTY IN PAYING YOUR BILL". ADVOCATE ALSO USES EARLY OUT AND PRECOLLECTION VENDORS TO ASSIST IN OBTAINING PAYMENTS OR COLLECTING FINANCIAL ASSISTANCE ELIGIBILITY INFORMATION. THESE VENDORS HAVE THE FOLLOWING LANGUAGE IN THEIR CONTRACT: "VENDOR WILL COMMUNICATE THE ADVOCATE HEALTH CARE POLICY AND GUIDELINE TO ANY PATIENT EXPRESSING A DIFFICULTY IN PAYING THEIR BILL "VENDOR WILL MAIL THE ADVOCATE HEALTH CARE FINANCIAL ASSISTANCE APPLICATION TO ANY PATIENTS EXPRESSING A DIFFICULTY IN PAYING THEIR BILL". ADVOCATE'S BAD DEBT AGENCY CONTRACTS HAVE THE FOLLOWING LANGUAGE: "AGENCY SHALL EVALUATE EACH PATIENT WHOSE ACCOUNT IS REFERRED TO AGENCY, WHERE THE PATIENT EXPRESSES DIFFICULTY OR INABILITY TO PAY THEIR BILL, FOR ELIGIBILITY UNDER ADVOCATE'S FINANCIAL ASSISTANCE POLICY." VENDOR AND AGENCY CONTRACTS ARE STANDARD ACROSS ADVOCATE'S SYSTEM. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 21C N/A PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 21D N/A PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 23 N/A PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 24 N/A 16 Sherman MOB - Elgin 1435 N Randall various suites Elgin IL 60120 Patient Care - In Patient Sherman Immediate Care 2320 Royal Boulevard Elgin IL 60120 Patient Care - Out Patient Sherman Immediate Care - Algonquin 600 Randall Road Suite 210/230 Algonquin IL 60102 Patient Care - Out Patient Sherman Immediate Care - Barlett 1052-54 Norwood Lane Barlett IL 60103 Patient Care - Out Patient Sherman West Court - Larkin 1950 Larkin Avenue Elgin IL 60120 Patient Care - Out Patient Sherman West Court - 826 Prospect 826 Prospect Boulevard Elgin IL 60120 Patient Care - Out Patient The Centre of Elgin - Symphony 100 Symphony Way Elgin IL 60120 Patient Care - Out Patient The Centre of Elgin - Fletcher 745 Fletcher Drive Elgin IL 60120 Patient Care - Out Patient The Centre of Elgin - Penny 201 Penny Avenue Suite 100 East Dundee IL 60118 Patient Care - Out Patient Sherman Immediate Care - South Elgin 2000 McDonald Road South Elgin IL 60177 Patient Care - Out Patient Sherman Immediate Care - Hampshire 1000 S State Street Hampshire IL 60140 Patient Care - Out Patient Sherman Immediate Care - Bartlett 864 Sterns Road Suite 103 Bartlett IL 60103 Patient Care - Out Patient Sherman Immediate Care - Crystal Lake 741 McHenry Avenue Crystal Lake IL 60014 Patient Care - Out Patient Sherman MOB - Crystal Lake 4900 S Route 31 Crystal Lake IL 60014 Patient Care - Out Patient Sherman MOB - Elgin Chicago 999-1019 E Chicago Street Elgin IL 60120 Patient Care - Out Patient Sherman Immediate Care - Streamwood 550 South Boulevard Streamwood IL 60107 Patient Care - Out Patient PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 3C N/A PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 6A A SYSTEM-WIDE COMMUNITY BENEFIT REPORT IS FILED BY: ADVOCATE HEALTH CARE NETWORK 3075 HIGHLAND PARKWAY, DOWNERS GROVE, IL 60515. EIN 36-2167779 PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 7 A COST-TO-CHARGE RATIO, DERIVED FROM SCHEDULE H INSTRUCTIONS WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7A. SCHEDULE H INSTRUCTIONS WORKSHEET 3, UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7B. A COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINES 7E, 7F, 7G, AND 7I. PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 7E ADVOCATE SHERMAN HOSPITAL PROVIDES COMMUNITY HEALTH IMPROVEMENT SERVICES TO THE COMMUNITIES IN WHICH IT SERVES. ADVOCATE SHERMAN HOSPITAL PROVIDES LANGUAGE SERVICES TO ALL THOSE IN NEED IN ORDER TO PROVIDE BETTER ACCESS TO CARE FOR ALL COMMUNITY MEMBERS. IN ADDITION, OTHER PROGRAMS ARE CARRIED OUT WITH THE EXPRESS PURPOSE OF IMPROVING COMMUNITY HEALTH, ACCESS TO HEALTH SERVICES AND GENERAL HEALTH KNOWLEDGE. THESE SERVICES DO NOT GENERATE PATIENT BILLS, HOWEVER, CERTAIN PROGRAMS OR SERVICES MAY HAVE NOMINAL FEES. PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 7G ADVOCATE SHERMAN HOSPITAL PROVIDES SUBSIDIZED HEALTH SERVICES TO THE COMMUNITY. THESE SERVICES ARE PROVIDED DESPITE CREATING A FINANCIAL LOSS FOR ADVOCATE SHERMAN HOSPITAL. THESE SERVICES ARE PROVIDED BECAUSE THEY MEET AN IDENTIFIED COMMUNITY NEED. IF ADVOCATE SHERMAN HOSPITAL DID NOT PROVIDE THE CLINICAL SERVICE, IT IS REASONABLE TO CONCLUDE THAT THESE SERVICES WOULD NOT BE AVAILABLE TO THE COMMUNITY. PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 7H ADVOCATE SHERMAN HOSPITAL CONDUCTS NUMEROUS RESEARCH ACTIVITIES FOR THE ADVANCEMENT OF MEDICAL AND HEALTH CARE SERVICES. HOWEVER, THE UNREIMBURSED COST OF SUCH RESEARCH ACTIVITIES IS NOT READILY DETERMINABLE AND NO AMOUNT IS BEING REPORTED FOR PURPOSES OF THE 2017 FORM 990, SCHEDULE H. PART VI, LINE 1 - DESCRIPTION FOR PART I, LINE 7, COLUMN (F) $31,594,669 OF BAD DEBT EXPENSE WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT WAS REMOVED FROM THE DENOMINATOR FOR PURPOSES OF SCHEDULE H, PART I, LINE 7, COLUMN (F). PART VI, LINE 1 - DESCRIPTION FOR PART II N/A PART VI, LINE 1 - DESCRIPTION FOR PART III, LINES 2, 3, AND 4 THE FOOTNOTES TO ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES' AUDITED FINANCIAL STATEMENTS DO NOT SPECIFICALLY ADDRESS BAD DEBT EXPENSE; RATHER, THE FOOTNOTE DESCRIBES ADVOCATE'S PATIENT ACCOUNTS RECEIVABLE POLICY AND THE PERCENTAGE OF ACCOUNTS RECEIVABLE THAT THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERS (SEE PAGE 11 OF THE AUDITED FINANCIAL STATEMENTS). FOR 2017, FOR ADVOCATE SHERMAN HOSPITAL, THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERED 34.53% OF NET PATIENT ACCOUNTS RECEIVABLE. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT NET REALIZABLE VALUE. ADVOCATE SHERMAN HOSPITAL EVALUATES THE COLLECTABILITY OF ITS ACCOUNTS RECEIVABLE BASED ON THE LENGTH OF TIME THE RECEIVABLE IS OUTSTANDING, PAYER CLASS, HISTORICAL COLLECTION EXPERIENCE, AND TRENDS IN HEALTH CARE INSURANCE PROGRAMS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE. THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 IS BASED ON THE RATIO OF PATIENT CARE COST TO CHARGES. THE UNREIMBURSED COST OF BAD DEBT WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) TO THE ORGANIZATION'S BAD DEBT PROVISION PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS RECEIVED. ADVOCATE MAKES EVERY EFFORT TO IDENTIFY THOSE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BY STRICTLY ADHERING TO ITS FINANCIAL ASSISTANCE POLICY. WE BELIEVE THAT ADVOCATE HAS A POPULATION OF PATIENTS WHO ARE UNINSURED OR UNDERINSURED BUT WHO DO NOT COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) WHICH COULD BE REASONABLY ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF SUFFICIENT INFORMATION HAD BEEN AVAILABLE TO MAKE A DETERMINATION OF THEIR ELIGIBILITY, WAS BASED UPON SELF PAY PATIENT ACCOUNTS WHICH HAD AMOUNTS WRITTEN OFF TO BAD DEBTS. OUR METHOD WAS TO BEGIN WITH THE SELF-PAY PORTION OF BAD DEBT EXPENSE PROVISION. THE SELF PAY PORTION EXCLUDES THOSE PATIENTS WHO HAD CHARITY APPLICATIONS PENDING AT THE TIME OF SERVICE. THIS COST WAS THEN REDUCED BY CHARGES IDENTIFIED AS TRUE BAD DEBT EXPENSE, INCLUDING COPAYS FOR PATIENTS WHO QUALIFIED FOR LESS THAN 100% FINANCIAL ASSISTANCE. THE COST TO CHARGE RATIO WAS THEN APPLIED TO THE REMAINING CHARGES, TO DETERMINE THE VALUE (AT COST) OF PATIENT ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT. WE BELIEVE THIS PROCESS IS A REASONABLE BASIS FOR OUR ESTIMATE. AS WE ARE ONLY CONSIDERING SELF-PAY ACCOUNTS WRITTEN OFF TO BAD DEBT FOR THIS ESTIMATE, THIS ESTIMATE DOES NOT INCLUDE THE IMMEDIATE 30% DISCOUNT TO CHARGES WHICH IS APPLIED TO ALL SELF-PAY PATIENTS. IT ALSO DOES NOT INCLUDE ACCOUNT BALANCES OR CO-PAYS OF NON-SELF PAY ACCOUNTS WHICH ARE WRITTEN OFF TO BAD DEBT WHEN THE PATIENT HAS NO OTHER FINANCIAL RESOURCES TO PAY THESE AMOUNTS AND THE PATIENT DOES NOT APPLY FOR FINANCIAL ASSISTANCE. BAD DEBT AMOUNTS HAVE BEEN EXCLUDED FROM OTHER COMMUNITY BENEFIT AMOUNTS REPORTED THROUGHOUT SCHEDULE H. PART VI, LINE 1 - DESCRIPTION FOR PART III, LINE 8 THE SHORTFALL OF $10,167,832 ON PART III, LINE 7 IS THE UNREIMBURSED COST OF PROVIDING SERVICES FOR MEDICARE PATIENTS AND SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE PROVIDING THESE SERVICES WITHOUT REIMBURSEMENT LESSENS THE BURDENS OF GOVERNMENT OR OTHER CHARITIES THAT WOULD OTHERWISE BE NEEDED TO SERVE THE COMMUNITY. FOR ADVOCATE SHERMAN'S OPERATIONS, THE UNREIMBURSED COST OF MEDICARE WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) AND FOR NON-HOSPITAL OPERATIONS THE COST TO CHARGE RATIO CALCULATED ON WORKSHEET 2 RATIO OF PATIENT CARE COST TO CHARGES TO THE ORGANIZATION'S MEDICARE, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS AND/OR CONTRIBUTIONS RECEIVED THAT WERE DESIGNATED FOR THE PAYMENT OF MEDICARE PATIENT BILLS. PART VI, LINE 1 - DESCRIPTION FOR PART III, LINE 9B ADVOCATE SHERMAN HOSPITAL MAINTAINS BOTH WRITTEN FINANCIAL ASSISTANCE AND BAD DEBT/COLLECTION POLICIES. THE BAD DEBT/COLLECTION POLICY DOES NOT APPLY TO THOSE PATIENTS KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE; THEREFORE SUCH PATIENTS ARE NOT SUBJECT TO COLLECTION PRACTICES. PART VI, LINE 2. NEEDS ASSESSMENT. N/A PART VI, LINE 3. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE ADVOCATE SHERMAN HOSPITAL ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FOR WHICH THEY ARE ELIGIBLE AND IN SECURING REIMBURSEMENT FROM AVAILABLE THIRD PARTY RESOURCES. FINANCIAL COUNSELING IS PROVIDED TO HELP PATIENTS IDENTIFY AND OBTAIN PAYMENT FROM THIRD PARTIES, INCLUDING ILLINOIS MEDICAID, ILLINOIS CRIME VICTIMS FUND, ETC., AS WELL AS TO DETERMINE ELIGIBILITY UNDER ADVOCATE SHERMAN HOSPITAL'S FINANCIAL ASSISTANCE POLICY. ADVOCATE UTILIZES A FINANCIAL SCREENING SOFTWARE PROGRAM TO HELP IDENTIFY PUBLIC ASSISTANCE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE OR ADVOCATE'S FINANCIAL ASSISTANCE AT THE TIME OF REGISTRATION OR AS SOON AS PRACTICABLE THEREAFTER. IN ADDITION, HEALTHADVISOR, ADVOCATE'S EDUCATION REGISTRATION AND PHYSICIAN REFERRAL TELEPHONE CENTER, SERVES AS A COMMUNITY RESOURCE PROVIDING REFERRALS TO GOVERNMENT-FUNDED AND OTHER PROGRAMS VIA TELEPHONE FROM 7 A.M. TO 7 P.M., MONDAY THROUGH FRIDAY AND SATURDAYS 9 A.M. TO 2 P.M. ADVOCATE SHERMAN HOSPITAL ASSISTS PATIENTS WITH APPLYING FOR ADVOCATE'S OWN FINANCIAL ASSISTANCE SERVICES, IF PATIENTS ARE NOT ELIGIBLE FOR GOVERNMENT-SUPPORTED PROGRAMS. ADVOCATE SHERMAN HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE: 1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNS ARE CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS. 3. BROCHURES ARE PLACED IN HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS, AND WILL INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL PART VI, LINE 5. PROMOTION OF COMMUNITY HEALTH THE BOARD OF DIRECTORS AT ADVOCATE SHERMAN HOSPITAL IS COMPRISED OF LOCAL COMMUNITY LEADERS AND PHYSICIANS. BOARD MEMBERS SUPPORT HOSPITAL LEADERSHIP IN THEIR PURSUIT OF THE HOSPITAL'S GOALS, REPRESENT THE COMMUNITY'S INTEREST TO THE HOSPITAL AND SERVE AS AMBASSADORS IN THE COMMUNITY. EIGHTY-THREE PERCENT OF THE CURRENT BOARD MEMBERS REPRESENT THE COMMUNITY, INCLUDING THE FAITH COMMUNITY. IN ADDITION, THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS AND SPECIALTIES. SHERMAN HOSPITAL ALSO DONATES STAFF TIME AND EXPERTISE TO SEVERAL LOCAL COUNCILS, BOARDS, COALITIONS AND COMMITTEES. THE ALIGNMENT COLLABORATIVE FOR EDUCATION (ACE) IS A COLLECTIVE IMPACT ORGANIZATION WHOSE MISSION IS TO ALIGN COMMUNITY RESOURCES IN SUPPORT OF PUBLIC SCHOOL STRATEGIES TO RAISE STUDENT ACHIEVEMENT, IMPROVE THE HEALTH AND HAPPINESS OF CHILDREN, CREATE RESPONSIBLE, PRODUCTIVE AND CONTRIBUTING MEMBERS OF SOCIETY, AND ADVANCE THE ECONOMIC AND SOCIAL WELL-BEING OF COMMUNITIES SERVED BY DISTRICT U-46. THE ACE GOVERNING BOARD IS CHAIRED BY THE PRESIDENT OF SHERMAN HOSPITAL AND FOCUSES ON THE MISSION OF THE ORGANIZATION. THE ACE OPERATING BOARD IS CHAIRED BY SHERMAN HOSPITAL VICE PRESIDENT OF OPERATIONS AND CO-CHAIRED BY THE ASSISTANT SUPERINTENDENT OF EDUCATION SUPPORT PROGRAMS AND ALIGNMENT FOR DISTRICT U-46. ALIGNMENT TEAMS (A-TEAMS) WERE CREATED TO FIND SOLUTIONS TO NEEDS IDENTIFIED BY THE PUBLIC SCHOOLS. THE DIRECTOR OF COMMUNITY HEALTH IS A MEMBER OF THE TRAUMA-INFORMED CARE A-TEAM. THE EXECUTIVE DIRECTOR OF SERVICE EXCELLENCE AND POPULATION HEALTH SERVES ON THE VISITING NURSES ASSOCIATION BOARD, A FEDERALLY QUALIFIED HEALTH CENTER (FQHC). THE VICE PRESIDENT OF FINANCE SERVES ON THE GREATER ELGIN FAMILY CARE CENTER BOARD, ALSO AN FQHC. THE DIRECTOR OF COMMUNITY HEALTH SERVES ON THE KANE COUNTY BEHAVIORAL HEALTH COUNCIL, A COMMITTEE OF MENTAL HEALTH PROVIDERS, SUBSTANCE ABUSE TREATMENT PROVIDERS, MEDICAL PROVIDERS AND THE KANE COUNTY HEALTH DEPARTMENT, FOCUSED ON IMPROVING THE BEHAVIORAL HEALTH SERVICES IN KANE COUNTY. THE MANAGER OF COMMUNITY OUTREACH SERVES ON THE KANE COUNTY EXECUTIVE COMMITTEE WHICH OVERSEES THE IMPLEMENTATION OF STRATEGIES TO ADDRESS THE IDENTIFIED COMMUNITY HEALTH NEEDS FROM THE KANE COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT. THE MANAGER OF COMMUNITY OUTREACH ALSO SERVES ON THE ACTIVATE ELGIN COALITION WHICH FOCUSES ON DECREASING CHILDHOOD OBESITY RATES AND INCREASING PHYSICAL ACTIVITY IN THE ELGIN AREA. ANOTHER NOTEWORTHY PROGRAM AT SHERMAN HOSPITAL IS THE MOBILE INTEGRATED HEALTH (MIH) PROGRAM TO IMPROVE CARE COORDINATION AND REDUCE READMISSIONS OF CHRONICALLY ILL PATIENTS AS THEY TRANSITION FROM THE HOSPITAL TO HOME. THE MIH PARTNERSHIP BETWEEN A PHYSICIAN AND AN ON-STAFF PARAMEDIC ALLOWS OUTREACH TO PATIENTS IN THEIR HOMES WHEN THEY ARE UNABLE TO MAKE A SCHEDULED CLINIC VISIT OR WHEN SYMPTOMS ARISE THAT WOULD BENEFIT FROM AN IN-PERSON HOME ASSESSMENT. IN 2017, THERE WERE 123 PATIENTS ENROLLED IN THE MIH PROGRAM (44 HEART FAILURE, 39 CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), 25 DIABETES, FIVE ASTHMA, FOUR POST MYOCARDIAL INFRACTION AND SIX PNEUMONIA). OF THE 123 PATIENTS ENROLLED, ONLY NINE PATIENTS WERE READMITTED TO THE HOSPITAL WITHIN 30 DAYS. SHERMAN HOSPITAL ALSO WORKS IN PARTNERSHIP WITH THE GREATER ELGIN FAMILY CARE CENTER, AN FQHC, AND AREA PHYSICIAN OFFICES TO INCREASE COLORECTAL CANCER SCREENING RATES FOR LOW-INCOME AND UNINSURED PATIENTS. FECAL IMMUNOCHEMICAL TEST (FIT) KITS ARE PROVIDED TO PATIENTS FOR SCREENING. IF THE FIT TEST INDICATES A POSITIVE LABORATORY RESULT, THEN THE PATIENTS ARE REFERRED TO SHERMAN HOSPITAL FOR A DIAGNOSTIC COLONOSCOPY. ALL COSTS FOR THE COLONOSCOPY PROCEDURE ARE COVERED BY A GRANT FROM THE COLON CANCER COALITION. IN 2017, 40 FIT KITS WERE DISTRIBUTED TO PATIENTS AND 12 WERE RETURNED (THIRTY PERCENT RETURN RATE) WITH NO POSITIVE LABORATORY RESULTS. SHERMAN HOSPITAL ROUTINELY MAKES CASH AND IN-KIND DONATIONS TO COMMUNITY PARTNERS, SUCH AS THE ELGIN YWCA, AREA FQHC'S AND OTHER SOCIAL SERVICE ORGANIZATIONS TO FURTHER THE HEALTH OF THE COMMUNITY, INCLUDING THE DONATION OF MEDICAL SUPPLIES. ENVIRONMENTAL IMPROVEMENTS ADVOCATE HEALTH CARE IS COMMITTED TO GREENING HEALTH CARE BECAUSE IT IS DEEPLY CONNECTED TO OUR CORE MISSION - HEALTH AND HEALING. WE UNDERSTAND THAT THE HEALTH OF THE ENVIRONMENT AND THE HEALTH OF THE PATIENTS AND COMMUNITIES WE SERVE IS INEXTRICABLY LINKED - AND THAT A HEALTHY PLANET SUPPORTS HEALTHY PEOPLE. REDUCING WASTE, CONSERVING ENERGY AND WATER, MINIMIZING USE OF TOXIC CHEMICALS, AND CONSTRUCTING ECO-FRIENDLY BUILDINGS FOR TODAY AND TOMORROW - ALL OF THESE EFFORTS HAVE A DIRECT BENEFIT ON THE HEALTH OF LOCAL COMMUNITIES VIA CLEANER COMMUNITIES, HEALTHIER AIR QUALITY, REDUCED GREEN HOUSE GASES, AND PRESERVATION OF NATURAL RESOURCES. AS WE WORK TO REDUCE THE ENVIRONMENTAL AND HEALTH IMPACT OF HEALTH CARE, OUR ENVIRONMENTAL STEWARDSHIP PRACTICES HELP EASE THE BURDEN OF HEALTH CARE COSTS BOTH DIRECTLY (LOWER ENERGY COSTS) AND INDIRECTLY (LOWER ENVIRONMENTALLY-RELATED DISEASE BURDEN). 1. MENTORING AND EDUCATION AS WE WORK TO SERVE THE HEALTH NEEDS OF TODAY'S PATIENTS AND FAMILIES WITHOUT COMPROMISING THE NEEDS OF FUTURE GENERATIONS, ADVOCATE HAS COMMITTED RESOURCES TO SHARING LESSONS LEARNED AND BEST PRACTICES WITH OTHER HOSPITALS AND HEALTH SYSTEMS, BOTH LOCALLY AND NATIONALLY, AND WE DO SO IN A VARIETY OF WAYS. ADVOCATE HEALTH CARE WAS ONE OF 12 FOUNDING AND SPONSORING HEALTH SYSTEMS OF THE NATIONAL HEALTHIER HOSPITALS INITIATIVE, WHICH HAS NOW BECOME A PERMANENT PROGRAM OF PRACTICE GREENHEALTH. THE HEALTHIER HOSPITALS PROGRAM ENGAGES OVER 1,300 HOSPITALS IN SIX KEY CATEGORIES OF HEALTH CARE SUSTAINABILITY: ENGAGED LEADERSHIP, HEALTHIER FOODS, LESS WASTE, LEANER ENERGY, SAFER CHEMICALS, AND SMARTER PURCHASING. ENROLLED HOSPITALS HAVE ACCOMPLISHED REDUCTIONS IN MEAT PURCHASING, INCREASED PURCHASING OF LOCAL AND SUSTAINABLE FOOD, REDUCED EXPOSURE TO TOXIC CHEMICALS THROUGH GREEN CLEANING PROGRAMS AND CONVERSION OF MEDICAL PRODUCTS FREE FROM PVC AND DEHP AND DECREASED ENERGY AND WASTE. ADVOCATE IS PROUD TO JOURNEY WITH THIS GROWING MASS OF HOSPITALS THROUGH ITS OWN INVOLVEMENT AND LEADERSHIP IN THE HEALTHIER HOSPITALS CHALLENGES. ADVOCATE CONTINUES ITS LEADERSHIP, ADVOCACY AND MENTORING ROLE NATIONALLY THROUGH PARTICIPATION IN SEVERAL HEALTHCARE SUSTAINABILITY LEADERSHIP GROUPS AND ADVISORY BOARDS, ADDRESSING ANTIBIOTIC OVERUSE IN AGRICULTURE, SAFER CHEMICALS IN FURNISHING AND MEDICAL PRODUCTS, CLIMATE CHANGE, PLASTICS RECYCLING, AND ENVIRONMENTALLY-PREFERABLE PURCHASING: -PRACTICE GREENHEALTH MARKET TRANSFORMATION GROUP - LESS MEAT, BETTER MEAT -PRACTICE GREENHEALTH MARKET TRANSFORMATION GROUP - SAFER CHEMICALS -HEALTH CARE CLIMATE COUNCIL -HEALTHCARE PLASTICS RECYCLING COALITION - HEALTHCARE FACILITY ADVISORY BOARD -VIZIENT ENVIRONMENTAL ADVISORY COUNCIL -SIGNATORY OF THE CHEMICAL FOOTPRINT PROJECT ADVOCATE ALSO COMMONLY PROVIDES MENTORING TO HEALTH CARE COMMUNITY ON SUSTAINABILITY BEST PRACTICES THROUGH PRESENTATIONS AND WEBINARS, AS WELL AS TO INDIVIDUAL HEALTH CARE INSTITUTIONS ON A CASE-BY-CASE BASIS. 2. ADVOCATE HEALTH CARE SYSTEM - 2017 ENVIRONMENTAL INITIATIVES: -REDUCED CUMULATIVE (ELEVEN HOSPITALS) HOSPITAL ENERGY CONSUMPTION BY 2.9 PERCENT IN TWELVE MONTHS ENDING 11/30/17. OUR 2017 ENERGY REDUCTIONS: -SAVED ADVOCATE $1,097,000 IN ENERGY COSTS -EQUATED TO ELIMINATING THE ENERGY USE OF APPROXIMATELY 363 AVERAGE AMERICAN HOMES - OR - AVOIDING THE ANNUAL CARBON EMISSIONS FROM NEARLY 378,080 GALLONS OF GASOLINE. -RECYCLED 2,828 TONS OF WASTE FROM HOSPITAL OPERATIONS -RECYCLED 82 PERCENT OF CONSTRUCTION AND DEMOLITION DEBRIS -SAVED NEARLY 64 TONS OF WASTE FROM LANDFILL AND SAVED OVER $2.1 MILLION VIA OUR SURGICAL AND MEDICAL DEVICE REPROCESSING PROGRAMS -LAUNCHED A FORMAL RELATIONSHIP AND DONATION PROGRAM WITH PROJECT C.U.R.E., A NON-PROFIT ORGANIZATION THAT WILL RESPONSIBLY REDISTRIBUTE DONATED MEDICAL SUPPLIES AND EQUIPMENT TO UNDER-RESOURCED AREAS AROUND THE GLOBE, FOR ALL ADVOCATE HEALTH CARE FACILITIES. ADVOCATE DONATED A TOTAL OF 157 PALLETS OF MISCELLANEOUS MEDICAL SUPPLIES, 31 EXAM TABLES OR OTHER FURNITURE, AND 83 PIECES OF MEDICAL EQUIPMENT TO PROJECT CURE IN 2017, ALL OF WHICH MAY HAVE OTHERWISE BEEN LANDFILLED. -PURCHASED 23,157 FEWER REAMS OF PAPER IN 2017 VERSUS 2017 EVEN THOUGH PATIENT VOLUMES ROSE SIGNIFICANTLY - TRANSLATING INTO A 5.8% YEAR-OVER-YEAR REDUCTION IN PAPER USAGE. -COMPLETED A CONVERSION AWAY FROM HAND SOAP CONTAINING TRICLOSAN, AN ENDOCRINE DISRUPTING CHEMICAL, AT ALL FACILITIES SYSTEM-WIDE, AND SHARED THE STORY WITH OTHER HEALTH SYSTEMS ACROSS THE COUNTRY VIA A NATIONAL CONFERENCE SPEAKING SESSION AND FOLLOW-UP WEBINAR. -SPENT 83% OF ADVOCATE'S EXPENSES IN SELECT CLEANING PRODUCT CATEGORIES (WINDOW, FLOOR, CARPET, BATHROOM, AND GENERAL-PURPOSE CLEANERS) ON THIRD-PARTY CERTIFIED "GREEN" CLEANERS -INCREASED THE PURCHASE OF HEALTHIER HOSPITALS-APPROVED FURNITURE, PARISH NURSE MINISTRY ADVOCATE FULLY FUNDS THREE FAITH COMMUNITY NURSE POSITIONS SERVING THREE CONGREGATIONS IN LOW-INCOME, HIGH NEED COMMUNITIES. ADVOCATE ALSO SUPPORTS A FAITH COMMUNITY NURSE SUPPORT NETWORK OF 37 NURSES THAT SERVE CONGREGATIONS ACROSS THE CHICAGOLAND REGION. THESE FAITH COMMUNITY NURSES PROVIDE HEALTH EDUCATION, WELLNESS PROMOTION, NAVIGATION AND CARE MANAGEMENT, HEALTH SCREENINGS, ADVOCACY AND SPIRITUAL SUPPORT TO THE MEMBERS OF THEIR CONGREGATIONS AND TO THE WIDER COMMUNITIES THAT THEY SERVE. ADVOCATE ALSO FUNDS SYSTEM LEVEL PROGRAMS AND ACTIVITIES FOCUSED ON POSITIVELY AFFECTING THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY ADVOCATE. TWO EXAMPLES OF SUCH PROGRAMS FOLLOW. ADVOCATE BETHANY COMMUNITY HEALTH FUND (BETHANY FUND) ESTABLISHED IN 2006 BY ADVOCATE HEALTH CARE AS PART OF AN ONGOING COMMITMENT TO HELP BUILD, PROMOTE AND SUSTAIN HEALTHY COMMUNITIES ON CHICAGO'S WEST SIDE, THE BETHANY FUND SUPPORTS NONPROFIT ORGANIZATIONS THAT ARE IN THE COMMUNITIES HISTORICALLY SERVED BY ADVOCATE BETHANY HOSPITAL (NOW RML CHICAGO)-AUSTIN, GARFIELD PARK, HUMBOLDT PARK AND NORTH LAWNDALE. THE FUND DOES THIS THROUGH PROGRAM GRANTS, ORGANIZATIONAL CAPACITY BUILDING EVENTS AND PARTNERSHIPS TO BUILD ON THE ASSETS OF THESE VULNERABLE COMMUNITIES. FOR 2017, THE BETHANY FUND AWARDED $764,000 IN PROGRAM GRANTS ADDRESSING ITS PRIORITY AREAS OF DIABETES, SCHOOL DROPOUT PREVENTION, VIOLENCE PREVENTION AND WORKFORCE DEVELOPMENT. CENTER FOR FAITH AND COMMUNITY HEALTH TRANSFORMATION THE CENTER FOR FAITH AND COMMUNITY HEALTH TRANSFORMATION WORKS TO ADVANCE HEALTH EQUITY BY PARTNERING WITH FAITH-BASED AND COMMUNITY ORGANIZATIONS TO BUILD COMMUNITY, NURTURE LEADERS AND CONNECT THE UNIQUE SPIRIT POWER OF FAITH COMMUNITIES TO PROMOTE SOCIAL JUSTICE AND ABUNDANT LIFE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES. THE CENTER IS A PARTNERSHIP BETWEEN ADVOCATE HEALTH CARE AND THE OFFICE FOR COMMUNITY ENGAGEMENT AND NEIGHBORHOOD HEALTH PARTNERSHIPS AT THE UNIVERSITY OF ILLINOIS AT CHICAGO. CURRENTLY, THE CENTER IS CONVENING A TRAUMA INFORMED CONGREGATIONS NETWORK TO SUPPORT THE CAPACITY OF FAITH COMMUNITIES TO PREVENT TRAUMA AND TO BE PLACES OF HEALING FOR THOSE WHO HAVE EXPERIENCED ADVERSITY IN CHILDHOOD OR THROUGHOUT THEIR LIVES. THE CENTER ALSO CONVENES THE COURAGE TO LOVE COLLABORATIVE (CTLC), A PARTNERSHIP COMMITTED TO REDUCING PRE-TERM BIRTH AND INFANT MORTALITY IN THE VULNERABLE AUBURN GRESHAM NEIGHBORHOOD OF CHICAGO. THE COURAGE TO LOVE APPROACH IS ROOTED IN A REPORT BY THE COMMISSION ON INFANT MORTALITY OF THE HEALTH POLICY INSTITUTE OF THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES THAT MAINTAINS THAT SOCIAL COHESION IS THE NECESSARY STRATEGY FOR IMPROVING BIRTH OUTCOMES. THE CTLC HAS INTERVIEWED OR GATHERED INPUT FROM ALMOST 150 COMMUNITY RESIDENTS DOCUMENTING THEIR EXPERIENCES OF STRESS, AND OF LOVE AND CARE IN THEIR COMMUNITIES. ECONOMIC PRESSURES AND COMMUNITY VIOLENCE WERE IDENTIFIED AS MOST STRESSFUL, AND FAMILY, CHURCH AND NEIGHBORS EMERGED AS THE CORE DRIVERS OF SOCIAL CONNECTION. THE COLLABORATIVE IS CURRENTLY WORKING WITH TEAMS OF COMMUNITY MEMBERS TO DESIGN AN APPROACH TO EXPAND EXISTING NETWORKS OF SOCIAL CONNECTION TO PROVIDE INTENTIONAL SUPPORT FOR PARENTS AND FAMILIES. GOAL C: NO SYSTEM LEVEL INFORMATION IS PROVIDED FOR THIS GOAL GIVEN THE GOAL WAS WRITTEN TO FOCUS ON PROGRAMS IMPLEMENTED BY ADVOCATE'S HOSPITALS TO ADDRESS KEY NEEDS IDENTIFIED THROUGH EACH HOSPITAL'S CHNA PROCESS. THESE PROGRAMS ARE DESCRIBED IN DETAIL IN EACH HOSPITAL'S SCHEDULE H. THE FOCUS OF THE AFFILIATED HEALTH CARE SYSTEM SECTION IS ON DESCRIBING SYSTEM-LEVEL STRATEGIES AND ACTIVITIES THAT MORE BROADLY IMPACT PUBLIC HEALTH ISSUES IN ADDITION TO PROVIDING THE TOOLS AND SUPPORT NECESSARY FOR THE SITES TO COMPLETE THEIR CHNAS AND TO MEET REGULATORY REPORTING REQUIREMENTS. GOAL D. EXAMINE AND ADDRESS IN PARTNERSHIP WITH OTHERS THE ROOT CAUSES OF HEALTH INEQUITIES IN ADVOCATE COMMUNITIES INCLUDING, BUT NOT LIMITED TO, UNEMPLOYMENT, LACK OF EDUCATION, POVERTY, ENVIRONMENTAL INJUSTICE AND RACISM. SOCIONEEDS INDEX IN PREPARATION FOR THE 2014-2016 CHNA, ADVOCATE PURCHASED ACCESS TO A TOOL THAT COULD BE USED BY ALL OF ITS HOSPITALS TO IDENTIFY PRIORITY OPPORTUNITIES TO IMPACT THE SOCIAL DETERMINANTS OF HEALTH IN THE COMMUNITIES SERVED BY ADVOCATE HEALTH CARE. INCLUDED IN THIS TOOL, DEVELOPED BY THE HEALTHY COMMUNITIES INSTITUTE, IS THE SOCIONEEDS INDEX. THE SOCIONEEDS INDEX IS A MEASURE OF SOCIOECONOMIC NEED THAT IS CORRELATED WITH POOR HEALTH OUTCOMES. INDICATORS FOR THE INDEX ARE WEIGHTED TO MAXIMIZE THE CORRELATION OF THE INDEX WITH PREMATURE DEATH RATES AND PREVENTABLE HOSPITALIZATION RATES. THIS INDEX COMBINES MULTIPLE SOCIOECONOMIC INDICATORS INTO A SINGLE COMPOSITE VALUE. AS A SINGLE INDICATOR, THE INDEX CAN SERVE AS A CONCISE WAY TO EXPLAIN WHICH AREAS ARE OF HIGHEST NEED. A MAP WAS THEN PREPARED FOR EACH HOSPITAL SERVICE AREA ENABLING THE COMMUNITY HEALTH COUNCILS TO FOCUS PRIORITY SETTING AND PROGRAM PLANNING ON COMMUNITIES AT HIGHER LEVELS OF SOCIOECONOMIC NEED. HEALTH IMPACT COLLABORATIVE OF COOK COUNTY IN 2015, COMMUNITY HEALTH LEADERS FROM ADVOCATE HEALTH CARE, PRESENCE HEALTH, THE ILLINOIS PUBLIC HEALTH INSTITUTE (IPHA), THE CHICAGO DEPARTMENT OF HEALTH (CDPH) AND THE COOK COUNTY DEPARTMENT OF PUBLIC HEALTH (CCDPH) CAME TOGETHER TO FORM THE HEALTH IMPACT COLLABORATIVE OF COOK COUNTY (HICCC). EVENTUALLY THIS COLLABORATIVE INCLUDED 26 HOSPITALS, INCLUDING FIVE FROM ADVOCATE HEALTH CARE, SEVEN HEALTH DEPARTMENTS AND NEARLY 100 COMMUNITY ORGANIZATIONS FROM ACROSS CHICAGO AND COOK COUNTY. THE PURPOSE OF HICCC WAS TO CREATE A MORE EFFECTIVE WAY TO ASSESS HEALTH NEEDS ACROSS CHICAGO AND COOK COUNTY AND THEN IMPLEMENT A SHARED ACTION PLAN TO MAXIMIZE HEALTH EQUITY AND WELLNESS. DURING 2016, THE COLLABORATIVE COMPLETED THREE COMPREHENSIVE ASSESSMENTS - ONE EACH FOR THE NORTH, CENTRAL AND SOUTH REGIONS OF COOK COUNTY, INCLUDING CHICAGO. SEE: HTTP://HEALTHIMPACTCC.ORG/REPORTS2016/ THROUGH COLLABORATIVE PRIORITIZATION PROCESSES INVOLVING ALL HOSPITAL AND HEALTH DEPARTMENT MEMBERS OF THE COLLABORATIVE, AS WELL AS STAKEHOLDER ADVISORY GROUPS COMPRISED OF COMMUNITY REPRESENTATIVES, HICCC IDENTIFIED FOUR OVERARCHING FOCUS AREAS INCLUDING: -IMPROVING SOCIAL, ECONOMIC, AND STRUCTURAL DETERMINANTS OF HEALTH WHILE REDUCING SOCIAL AND ECONOMIC INEQUALITIES; -IMPROVING MENTAL HEALTH AND DECREASING SUBSTANCE ABUSE; -PREVENTING AND REDUCING CHRONIC DISEASE, WITH A FOCUS ON RISK FACTORS - NUTRITION, PHYSICAL ACTIVITY AND TOBACCO; AND -INCREASING ACCESS TO CARE AND COMMUNITY RESOURCES. ALL OF THE HOSPITALS IN THE COLLABORATIVE AGREED TO INCLUDE THE FIRST FOCUS AREA - IMPROVING SOCIAL, ECONOMIC, AND STRUCTURAL DETERMINANTS OF HEALTH - AS A PRIORITY AREA FOR THEIR CHNA AND IMPLEMENTATION PLAN. OF THE FIVE ADVOCATE HOSPITALS IN COOK COUNTY, ILLINOIS MASONIC MEDICAL CENTER AND TRINITY HOSPITAL CHOSE WORKFORCE DEVELOPMENT, CHRIST MEDICAL CENTER VIOLENCE PREVENTION, SOUTH SUBURBAN HOSPITAL HOUSING AND LUTHERAN GENERAL HOSPITAL YOUTH EMPLOYMENT. ACTION TEAMS BEGAN MEETING AND CONTINUED TO MEET THROUGHOUT 2017. COMMUNITY HEALTH IMPROVEMENT PLANS ARE BEING DEVELOPED WITH A FOCUS ON ALIGNED ACTIONS AND DATA COLLECTION. IN LATE 2017, HICCC MERGED WITH THE HEALTHY CHICAGO HOSPITALS COLLABORATIVE TO CREATE THE ALLIANCE FOR HEALTH EQUITY. THE ALLIANCE FOR HEALTH EQUITY IS A PARTNERSHIP BETWEEN THE ILLINOIS PUBLIC HEALTH INSTITUTE, HOSPITALS, HEALTH DEPARTMENTS AND COMMUNITY ORGANIZATIONS ACROSS CHICAGO AND COOK COUNTY. ADVOCATE, AS A FOUNDING MEMBER OF THE PREDECESSOR HICCC, CONTINUES TO BE ACTIVELY INVOLVED IN LEADERSHIP OF THE ALLIANCE FOR HEALTH EQUITY PARTNERSHIP, SERVING ON THE STEERING COMMITTEE. ADVOCATE HOSPITALS AS WELL AS THE OTHER MEMBER HOSPITALS PROVIDE THE MONETARY SUPPORT FOR THE COLLABORATIVE'S WORK AND SUPPORT THE COST OF STAFF AND OVERSIGHT PROVIDED BY THE ILLINOIS PUBLIC HEALTH INSTITUTE. THIS INITIATIVE IS ONE OF THE LARGEST COLLABORATIVE HOSPITAL-COMMUNITY PARTNERSHIPS IN THE COUNTRY WITH THE CURRENT INVOLVEMENT OF OVER 30 NONPROFIT AND PUBLIC HOSPITALS, SEVEN LOCAL HEALTH DEPARTMENTS, AND REPRESENTATIVES OF MORE THAN 100 COMMUNITY ORGANIZATIONS SERVING ON ACTION TEAMS. PARTNERS ARE COMING TOGETHER WITH THE GOAL OF WORKING ON STRATEGIES TO ADDRESS THE PRESSING ISSUES IN OUR COMMUNITIES TO ACHIEVE GREATER COLLECTIVE IMPACT. ORGANIZATIONS WHOSE REPRESENTATIVES SERVE ON THE ALLIANCE'S STEERING COMMITTEE INCLUDE: ADVOCATE HEALTH CARE, LOYOLA UNIVERSITY HEALTH SYSTEM, LURIE CHILDREN'S HOSPITAL, NORTHWESTERN MEMORIAL HOSPITAL, NORWEGIAN AMERICAN HOSPITAL, PRESENCE HEALTH, RUSH, SINAI HEALTH SYSTEM, SWEDISH COVENANT, UNIVERSITY OF CHICAGO MEDICINE. HEALTH CARE ANCHOR NETWORK IN DECEMBER 2016, ADVOCATE JOINED LEADERS FROM 40 HEALTH SYSTEMS IN WASHINGTON, DC, TO EXPLORE WHAT IT WOULD MEAN TO HARNESS THEIR SHARED ECONOMIC AND INTELLECTUAL POWER TO TRULY BENEFIT THEIR COMMUNITIES. "THE DISCUSSION CENTERED ON IDENTIFYING HOW ALL OF THESE ECONOM ADVOCATE ASSOCIATES VOLUNTEERING IN THE COMMUNITY ADVOCATE'S SYSTEM LEADERSHIP ALSO ENCOURAGES AND PROVIDES OPPORTUNITIES FOR ASSOCIATES (STAFF) AND PHYSICIANS TO DONATE TO, VOLUNTEER AT AND HELP RAISE FUNDS FOR COMMUNITY INITIATIVES. LAST YEAR, ADVOCATE PROMOTED AND SUPPORTED ASSOCIATE, PHYSICIAN AND HOSPITAL PARTICIPATION IN WALKS, RUNS AND RACES, INCLUDING DEVELOPING OFFICIAL ADVOCATE TEAMS FOR THE AMERICAN HEART ASSOCIATION (HEART WALK), AMERICAN CANCER SOCIETY (INCLUDING BOTH THE ACS WALK AND ROLL, AND MAKING STRIDES AGAINST BREAST CANCER EVENTS), HEAD FOR THE CURE TO FIGHT BRAIN CANCER, ALZHEIMER'S ASSOCIATION AND MARCH OF DIMES. IN 2017, 3,209 ADVOCATE ASSOCIATES (STAFF) WALKED IN THESE FUNDRAISERS AND $527,371 IN CHARITABLE CONTRIBUTIONS WAS RAISED TO SUPPORT THESE NONPROFIT PARTNER ORGANIZATIONS THROUGH SUCH EFFORTS. ADVOCATE ALSO HAD THE HONOR OF BEING DESIGNATED THE #1 FUNDRAISING HEALTH CARE COMPANY IN THE NATION BY THE AMERICAN HEART ASSOCIATION IN 2017. IN ADDITION, ADVOCATE'S ASSOCIATES AND PHYSICIANS GENEROUSLY SUPPORT MULTIPLE LOCAL COMMUNITY ORGANIZATIONS, PROGRAMS AND INITIATIVES, INCLUDING SOME OF ADVOCATE'S OWN SYSTEM-WIDE AND HOSPITAL-BASED COMMUNITY HEALTH PROGRAMS. IN 2017, ADVOCATE ASSOCIATES, NURSES AND PHYSICIANS CONTRIBUTED MORE THAN $2.3 MILLION, OF WHICH $1.4 MILLION WAS RAISED THROUGH THE ANNUAL ADVOCATE GIVING CAMPAIGN AS MANAGED BY THE SYSTEM LEVEL ADVOCATE CHARITABLE FOUNDATION. IN ADDITION, SYSTEM LEVEL LEADERS ARE SUPPORTIVE OF ASSOCIATES VOLUNTEERING DURING WORKTIME ON NONPROFIT COMMUNITY BOARDS, COMMITTEES, COUNCILS, TASK FORCES AND COALITIONS, USING THEIR TALENTS TO SUPPORT A VARIETY OF COMMUNITY-BASED ORGANIZATIONS. GOAL F: PROMOTE ACCOUNTABILITY FOR SYSTEM AND SITE ALIGNMENT BY INCREASING PROGRAM COORDINATION AND DEVELOPING STRONG GOVERNANCE RELATIONSHIPS. KEY TO DEVELOPING STRONG GOVERNANCE RELATIONSHIPS WAS ESTABLISHING SYSTEM BOARD ENGAGEMENT IN SUPPORT OF ADVOCATE'S COMMUNITY HEALTH VISION. AS THE FUNCTION ACCOUNTABLE FOR ADVOCATE'S SYSTEM-WIDE CHNA PROCESS AND BOTH CHNA AND STATE COMMUNITY BENEFITS REGULATORY REPORTING, THE COMMUNITY HEALTH DEPARTMENT PROVIDES UPDATES AT LEAST ANNUALLY TO ADVOCATE'S BOARD OF DIRECTORS. THE MISSION AND SPIRITUAL CARE COMMITTEE OF THE ADVOCATE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE ADOPTION OF COMMUNITY HEALTH STRATEGY AND OBJECTIVES FOR THE SYSTEM, AND UPDATES ARE PROVIDED ANNUALLY OR MORE FREQUENTLY AS REQUESTED TO KEEP THE COMMITTEE INFORMED OF KEY HOSPITAL FOCUS AREAS AND CHNA IMPLEMENTATION PLAN PROGRESS. AS INDICATED EARLIER, ADVOCATE HEALTH CARE ESTABLISHED A COMMUNITY HEALTH DEPARTMENT IN LATE 2015 AND THE DEPARTMENT WAS FULLY STAFFED AND OPERATING BY JANUARY 2016. THE DEPARTMENT'S FIRST ORDER OF BUSINESS WAS TO DEVELOP A MISSION, VALUES AND VISION (MVV) TO GUIDE ITS ACTIONS. THE DEPARTMENT'S MISSION IS "TO TRANSFORM THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE BY PROMOTING PREVENTION AND ENSURING HEALTH EQUITY, THROUGH COLLABORATIVE PARTNERSHIPS AND EVIDENCE-BASED PRACTICES." THE DEPARTMENT'S VALUES ENCOMPASS BEING "ACCOUNTABLE, COLLABORATIVE, EQUITABLE, INCLUSIVE, RESILIENT, SUSTAINABLE, TRANSFORMATIVE AND TRANSPARENT." THROUGH THESE ATTRIBUTES, THE VISION - "TO WORK COLLABORATIVELY TO TRANSFORM OUR ENVIRONMENT INTO COMMUNITIES WHERE HEALTH SERVICES ARE ACCESSIBLE AND INTEGRATED; PEOPLE ARE SUPPORTED; HEALTH EQUITY IS ACHIEVED AND RESULTS ARE MEASURABLE" - WILL BE ACHIEVED. DURING 2016 AND TO SUPPORT ADVOCATE HOSPITALS' PLANS TO IMPLEMENT PROGRAM STRATEGIES AS OUTLINED IN THEIR CHNA REPORTS DURING 2017, SITE-SPECIFIC COMMUNITY HEALTH DEPARTMENT BUDGETS WERE PUT IN PLACE AT ALL ADVOCATE HOSPITALS BY THE SYSTEM VICE PRESIDENT OF COMMUNITY HEALTH AND FAITH OUTREACH. HOSPITAL COMMUNITY HEALTH BUDGETS, INCLUDING ONGOING PROGRAM IMPLEMENTATION COSTS, STAFF SALARIES, ANNUAL CONTRACTED DATA ACCESS COSTS TO THE CONDUENT-HEALTHY COMMUNITIES INSTITUTE'S CHNA TOOL, TO PARTICIPATE IN THE ALLIANCE FOR HEALTH EQUITY (AHFE) AND FOR ANNUAL SUPPORT FOR AND USE OF THE LYON SOFTWARE CBISA (COMMUNITY BENEFITS REPORTING TOOL) WERE INCLUDED IN THE 2017 BUDGET CYCLE IN PREPARATION FOR YEAR 2018. HOSPITAL GOVERNING COUNCILS ALSO KEY TO PROMOTING ACCOUNTABILITY FOR COMMUNITY HEALTH THROUGHOUT ADVOCATE WAS A SYSTEM LEVEL IMPLEMENTED PROCESS FOR ESTABLISHING HOSPITAL-BASED GOVERNANCE OVERSIGHT FOR EACH HOSPITAL'S CHNA PROCESS, INCLUDING REVIEW AND APPROVAL OF THE HOSPITAL CHNA REPORT AND HIGH LEVEL STRATEGIES TO ADDRESS KEY SELECTED NEEDS THAT RESULTED FROM THE PRIORITY-SETTING PROCESS. TO THAT END, THE SYSTEM EXPANDED THE ROLE OF THE HOSPITAL GOVERNING COUNCILS TO INCLUDE OVERSIGHT OF THE CHNA PROCESS AND APPROVAL OF THE HOSPITAL CHNA REPORTS AND IMPLEMENTATION STRATEGIES. THIS HAS RESULTED IN COMMUNITY HEALTH BEING STRONGLY INTEGRATED INTO ADVOCATE GOVERNANCE STRUCTURES. COMMUNITY HEALTH COUNCILS COMPRISED OF COMMUNITY EXPERTS AND HOSPITAL LEADERS HAVE BEEN DEVELOPED AT EACH HOSPITAL. THESE COUNCILS ARE CO-LED BY THE HOSPITAL COMMUNITY HEALTH LEADER AND A HOSPITAL GOVERNING COUNCIL MEMBER. A MINIMUM OF 50% OF THE COUNCIL MEMBERS FOR THE 2016 CHNA REPORT CYCLE WERE COMMUNITY REPRESENTATIVES WITH A FOCUS ON PEOPLE WHO REPRESENTED UNDERSERVED AND VULNERABLE POPULATIONS. THE COUNCILS MET AT LEAST FOUR TIMES DURING THE YEAR. HOSPITAL COMMUNITY HEALTH STAFF ANALYZED AND PRESENTED PRIMARY AND SECONDARY COMMUNITY HEALTH DATA TO THE HOSPITALS' COMMUNITY HEALTH COUNCILS. THE COUNCIL MEMBERS IDENTIFIED THE HOSPITAL SERVICE AREAS' SIGNIFICANT HEALTH NEEDS, SUBSEQUENTLY EMPLOYING A CONSENSUS BASED PRIORITY-SETTING PROCESS TO DETERMINE THE NEEDS UPON WHICH TO FOCUS. AS PART OF THE PRIORITIZATION PROCESS, THE COUNCILS SCANNED HOSPITAL AND COMMUNITY CHALLENGES AND ASSETS, AS WELL AS POTENTIAL PARTNERSHIPS WITH OTHER ORGANIZATIONS THAT MIGHT RESULT IN A LARGER HEALTH IMPROVEMENT IMPACT. CHNA DATA ASSESSMENT RESULTS AND RECOMMENDATIONS FOR HEALTH IMPROVEMENT PRIORITIES WERE PRESENTED TO THE FULL HOSPITAL GOVERNING COUNCILS FOR ENDORSEMENT. ONCE THE HEALTH IMPROVEMENT PRIORITIES AND STRATEGIES WERE APPROVED BY THE HOSPITAL GOVERNING COUNCILS, THE RESULTS WERE PRESENTED TO THE MISSION AND SPIRITUAL CARE COMMITTEE OF THE ADVOCATE HEALTH CARE BOARD OF DIRECTORS, CHARGED WITH SYSTEM OVERSIGHT OF COMMUNITY HEALTH PLANNING, FOR FINAL APPROVAL. SERVICE LINE AND POPULATION HEALTH ENGAGEMENT TO SUPPORT FURTHER ALIGNMENT WITHIN ADVOCATE, THE SYSTEM COMMUNITY HEALTH DEPARTMENT HAS ALSO WORKED TO ENGAGE SYSTEM DEFINED CLINICAL SERVICE LINES IN EXPANDING THEIR FOCUS ON COMMUNITY HEALTH. ADVOCATE IS VIEWED AS A LEADER IN THE POPULATION HEALTH MANAGEMENT ARENA. AN EARLY ADOPTER OF MANAGING CARE ACROSS POPULATIONS, ADVOCATE HAS SIGNIFICANT SUCCESS IMPROVING HEALTH OUTCOMES WHILE DECREASING OR MAINTAINING COST OF CARE DELIVERY. ADVOCATE'S COMMUNITY HEALTH DEPARTMENT HAS INTENTIONALLY ALIGNED WITH ADVOCATE POPULATION HEALTH LEADERS AND ADVOCATE SERVICE LINES. THIS ALIGNMENT ASSURES THAT MEMBERS OF THE COMMUNITIES ADVOCATE SERVES AND OUR PATIENTS RECEIVE COMMUNITY-BASED INTERVENTIONS, AS WELL AS EDUCATION AND PROGRAMMING THAT ALIGNS WITH THEIR HEALTH NEEDS. THE FOLLOWING ARE EXAMPLES OF EDUCATION AND PROGRAMMING ALIGNED WITH POPULATION HEALTH AND SERVICE LINE DEVELOPMENT THAT REFLECT THIS INTEGRATED APPROACH. BEHAVIORAL HEALTH BEHAVIORAL HEALTH COUNCIL INTEGRATION STRATEGIES HAVE INCLUDED COMMUNITY HEALTH STAFF OFFERING MENTAL HEALTH FIRST AID TO TARGETED COMMUNITY MEMBERS FOR THE PURPOSE OF REDUCING STIGMA, AND TRAINING COMMUNITY MEMBERS TO RECOGNIZE MENTAL HEALTH ISSUES AND UNDERSTAND APPROPRIATE INTERVENTIONS. IN 2017, OVER 400 COMMUNITY MEMBERS WERE TRAINED IN THE EIGHT-HOUR EVIDENCE-BASED PROGRAM. ADDITIONALLY, ALL HOSPITALS PARTICIPATE IN LOCAL BEHAVIORAL HEALTH AND SUBSTANCE ABUSE COLLABORATIVES. ADVOCATE PHYSICIAN PARTNERS (APP) ADVOCATE POPULATION HEALTH LEADERS AND ADVOCATE COMMUNITY HEALTH LEADERS ARE PARTNERING TO DEVELOP NEW APPROACHES TO PATIENT SCREENING AND RESOURCING FOR SOCIAL DETERMINANTS OF HEALTH. GOAL G: PROMOTE THE TRAINING OF FUTURE HEALTH PROFESSIONALS. TO FURTHER THE TRADITION OF PROVIDING MEDICAL EDUCATION TO UNDERGRADUATE AND GRADUATE MEDICAL STUDENTS AND NURSING STUDENTS, ADVOCATE'S SYSTEM LEVEL CLINICAL EDUCATION DEPARTMENT HAS DEVELOPED LONG-TERM ACADEMIC AFFILIATIONS WITH ALL MAJOR UNIVERSITIES IN THE CHICAGO METROPOLITAN AREA FOR THE EDUCATION AND TRAINING OF STUDENTS IN UNDERGRADUATE MEDICAL EDUCATION (UME), GRADUATE MEDICAL EDUCATION (GME), NURSING UNDERGRADUATE AND GRADUATE EDUCATION, AND IN NUMEROUS OTHER ALLIED HEALTH PROFESSIONAL FIELDS. ADVOCATE MEDICAL EDUCATION DEPARTMENT'S MISSION IS TO TRAIN THE NEXT GENERATION OF PHYSICIANS THROUGH UNDERGRADUATE (UME) AND GRADUATE MEDICAL EDUCATION (GME), AND TO CONTINUE THE DEVELOPMENT OF ADVOCATE PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATION (CME). AS ONE OF THE LARGEST PROVIDERS OF PRIMARY MEDICAL EDUCATION IN ILLINOIS, THERE WERE 2,288 MEDICAL STUDENT ROTATIONS COMPLETED AND 582 RESIDENTS AND FELLOWS WHO RECEIVED HANDS-ON TRAINING IN 2017 AT ADVOCATE'S FOUR A PART VI, LINE 7. STATE FILING OF COMMUNITY BENEFIT REPORT IL true LIVINGWELL CANCER RESOURCE CTR 442 Williamsburg Ave Geneva IL 60134 161727774 501(C)(3) 25000 SUPPORT EXEMPT MISSION UNITED WAY OF ELGIN 1750 Grandstand Pl 5 Elgin IL 60123 362167052 501(C)(3) 6000 SUPPORT EXEMPT MISSION GREATER ELGIN FAMILY CARE 370 SUMMIT ST ELGIN IL 60120 364249586 501(C)(3) 30254 SUPPORT EXEMPT MISSION 3 0 SCHOLARSHIPS 5 12500 FORM 990, SCHEDULE I, PART I, LINE 2 Procedures for Awarding Scholarship Funds EACH YEAR, THE BOARD DETERMINES THE AMOUNT AVAILABLE IN THE SCHOLARSHIP FUND, THE AMOUNT OF EACH INDIVIDUAL AWARD, AND THE NUMBER OF STUDENTS TO SUPPORT. 1) INFORMATION, REQUIREMENTS, AND APPLICATIONS ARE SENT TO LOCAL HIGH SCHOOL GUIDANCE COUNSELORS IN JANUARY. 2) THOSE STUDENTS INTERESTED IN THE MEDICAL FIELD AND WHO MEET THE REQUIREMENTS SUBMIT AN APPLICATION BY MARCH 31ST. IT IS THEN REVIEWED BY THE AUXILIARY SCHOLARSHIP COMMITTEE, AND A LETTER IS SENT TO ALL APPLICANTS TO INFORM THEM OF THE COMMITTEE'S DECISION. 3) INTERVIEWS ARE SET FOR THE SECOND WEEK OF APRIL. INCLUDED IN THE INTERVIEW PROCESS ARE THE STUDENT, SCHOLARSHIP COMMITTEE, DIRECTOR OF VOLUNTEER SERVICES, AND CHIEF NURSING OFFICER. 4) SCHOLARSHIPS ARE AWARDED AND PRESENTED BY A COMMITTEE MEMBER IN MAY AT THE GRADUATION CEREMONIES. 5) FUNDS ARE SENT DIRECTLY TO EACH COLLEGE BY AUGUST. Grants and Other Assistance to Domestic Organizations and Domestic Governments FOR AMOUNTS REPORTED ON SCHEDULE I, ADVOCATE SHERMAN HOSPITAL REPORTS ONLY NON PROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR THAT ARE CONSISTENT WITH AND COMPLIMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE SHERMAN HOSPITAL. THE PURPOSES OF THESE GRANTS IS TO SUPPORT COMMUNITY PROGRAMS. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS. X true true X X X X true true false false false false false true false Linda Deering Dean President, Director 464472 0 332396 0 219424 0 231216 0 7385 0 1254893 0 125514 0 Mary Kane VP, Nursing Informatics 0 193648 0 50000 0 12503 0 0 0 11921 0 268072 0 0 Cheri Goll VP, Chief Nursing Executive 229822 0 23243 0 4726 0 7485 0 32749 0 298025 0 0 0 Kevin Fitch Vice President, Finance 188847 0 42809 0 143 0 20957 0 18777 0 271533 0 0 0 Trent Gordon VP STRATEGY PLANNING/BD 09/17 0 179058 0 39809 0 -2964 0 19369 0 32481 0 267753 0 0 Bruce Hyman VP, Medical Management 357882 0 102300 0 26113 0 24688 0 18645 0 529628 0 0 0 Kate Kovich Vice President, Patient Safety 0 224580 0 38509 0 17029 0 23419 0 20333 0 323870 0 0 Earl J Barnes II Secretary 0 480769 0 125000 0 31550 0 204240 0 35472 0 877031 0 0 Mary Martini Vice President, Operations 224245 0 40671 0 -514 0 21944 0 19908 0 306254 0 0 0 Damon Havill VP BUS DEV LGH/SHERMAN &SYS BD 0 243041 0 53243 0 12336 0 24688 0 20949 0 354257 0 0 Frederick Rajan VP, Mission & Spiritual Care 0 88658 0 20499 0 7458 0 12863 0 72999 0 202477 0 0 Peg Stone VP, Professional Arrangements 0 200710 0 41526 0 19217 0 15928 0 8084 0 285465 0 0 Melissa ONeil VP, Human Resources 0 195658 0 42076 0 10635 0 21726 0 9476 0 279571 0 0 Dominic J Nakis Treasurer 0 680607 0 581990 0 360878 0 402023 0 27641 0 2053139 0 226308 Gail D Hasbrouck Secretary 01/17 0 360146 0 313772 0 227994 0 92303 0 16451 0 1010666 0 106321 James Doheny Assistant Treasurer 0 345367 0 115083 0 34442 0 24688 0 27204 0 546784 0 0 Jo Amick Vice President, Development 0 166932 0 29531 0 1965 0 17318 0 6192 0 221938 0 0 Susan Campbell Director 0 372072 0 225262 0 43657 0 245031 0 20271 0 906293 0 75419 William P Santulli Director 0 930226 0 905144 0 1412493 0 661298 0 24668 0 3933829 0 1262976 Solomon Secemsky MD Director 0 329715 0 40000 0 395 0 21988 0 12492 0 404590 0 0 Michael Rosenberg Dir Med EM & Clinical Decision 309120 0 0 0 13847 0 21823 0 572 0 345362 0 0 0 Patrick Uplegger Director Pharmacy 172553 0 25382 0 -985 0 15383 0 12854 0 225187 0 0 0 Joan Kanute Admin Projects/Service Ex/Vol 149218 0 19220 0 4141 0 13235 0 11397 0 197211 0 0 0 Kara Aalfs Dir Periop & CV services 147047 0 19908 0 2285 0 10200 0 1046 0 180486 0 0 0 Paul Drahos Mgr Pharmacy 149780 0 14732 0 -14 0 12657 0 10761 0 187916 0 0 0 Rick Floyd President/Director 0 365477 0 388970 0 1040254 0 127361 0 36178 0 1958240 0 163224 David Cartwright Interim VP, Finance 0 237042 0 44510 0 2931 0 24633 0 20971 0 330087 0 0 FORM 990, SCHEDULE J, PART I, LINE 1A FREDERICK RAJAN, VICE PRESIDENT-MISSION AND SPIRITUAL CARE, RECEIVED AN ANNUAL HOUSING ALLOWANCE OF $60,000 FROM ADVOCATE HEALTH AND HOSPITALS CORPORATION. FORM 990, SCHEDULE J, PART I, LINE 4A RICK FLOYD, FORMER PRESIDENT AND DIRECTOR OF SHERMAN HOSPITAL, RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $792,488 WHICH HAS BEEN REPORTED ON SCHEDULE J, PART II, COLUMN (B)(iii). HE RECEIVED THE SEVERANCE FROM ADVOCATE HEALTH AND HOSPITALS CORPORATION, A RELATED ORGANIZATION, IN HIS CAPACITY AS PRESIDENT OF LUTHERAN GENERAL HOSPITAL. FORM 990, SCHEDULE J, PART I, LINE 4B GAIL D. HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATE SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. THE CURRENT YEAR CONTRIBUTION AMOUNT IS $34,190. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: WILLIAM P. SANTULLI $308,617, GAIL D. HASBROUCK $119,188, DOMINIC J. NAKIS $210,951, LINDA DEERING DEAN $126,670 AND RICK FLOYD $142,230. THE FOLLOWING EMPLOYEE HAS NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: EARL J. BARNES II $47,573. FORM 990, SCHEDULE J, PART I, LINE 7 INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY. Juliet Dunning Family Mbr - C. Dunning 36121 Employment false Kelly Deering Family Mbr - L. Deering 66302 Employment false FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP RICK JAKLE AND SHARON JAKLE HAD A FAMILY RELATIONSHIP. Form 990, Part VI, Section A, Line 4 Changes to Governing Documents THE ADVOCATE HEALTH CARE NETWORK AND AURORA HEALTH CARE, INC. SYSTEMS ENTERED INTO AN AFFILIATION AGREEMENT DECEMBER 4, 2017, AND THE TRANSACTION OCCURRED ON APRIL 1, 2018. Form 990, PART VI, SECTION A, LINE 6 CORPORATE MEMBER THE BYLAWS PROVIDE FOR ADVOCATE HEALTH CARE NETWORK AS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT OTHER MEMBERS ADVOCATE SHERMAN HOSPITAL HAS A SOLE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK, WHO ELECTS ITS DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS THE FOLLOWING REQUIRE A RECOMMENDATION INITIATED BY THE BOARD OF DIRECTORS AND THE SUBSEQUENT APPROVAL BY THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK, TO BE VALID: A) APPOINTMENT OF THE MEMBERS OF THE BOARD OR ITS AFFILIATES, OTHER THAN THE EX OFFICIO DIRECTORS; B) AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION OR ITS AFFILIATES; C) AMENDMENT OF THE BYLAWS OF THE CORPORATION OR ITS AFFILIATES; D) IMPLEMENTATION OF ANY CHANGE TO THE STRUCTURE OR OPERATION OF THE CORPORATION OR ITS AFFILIATES THAT COULD AFFECT THE CORPORATION'S OR ANY AFFILIATE'S TAX-EXEMPT STATUS; E) ADOPTION OF A STRATEGIC PLAN; F) APPROVAL OF THE CORPORATION'S OR ANY AFFILIATE'S ANNUAL CAPITAL PLAN; G) APPROVAL OF THE CORPORATION'S OR ANY AFFILIATE'S ANNUAL OPERATING BUDGET; H) TRANSFER OR ENCUMBRANCE OF ANY OF THE CORPORATION'S OR ANY AFFILIATE'S ASSETS BY PURCHASE, SALE, CAPITAL LEASE, MORTGAGE, DISPOSITION OR HYPOTHECATION IN EXCESS OF LIMITS ESTABLISHED BY THE CORPORATE MEMBER'S FINANCIAL APPROVAL POLICY; I) FILING OF A CERTIFICATE OF NEED OR EXEMPTION APPLICATION (OR ANY AMENDMENT THERETO) BY THE CORPORATION OR ANY AFFILIATE; J) DISSOLVING OR WINDING-UP THE CORPORATION, OR AN AFFILIATE, OR ABANDONING AN ENTIRE BUSINESS ENTERPRISE THEREOF; K) FILING ANY ACTION IN BANKRUPTCY OR RECEIVERSHIP REGARDING THE CORPORATION OR ANY AFFILIATE; L) THE SALE OR TRANSFER OF ANY MEMBER INTEREST, STOCK, OR OTHER OWNERSHIP INTEREST IN ANY AFFILIATE OF THE CORPORATION; M) THE MERGER OR CONSOLIDATION OF THE CORPORATION OR ANY AFFILIATE, OR THE FORMATION OF ANY PARTNERSHIP, CO-SPONSORSHIP ARRANGEMENT OR JOINT VENTURE BETWEEN OR AMONG THE CORPORATION OR ANY AFFILIATE AND ANY THIRD PARTY; N) ADOPTION OR AMENDMENT OF ANY POLICY, PROTOCOL OR PROCEDURE THAT IS INCONSISTENT WITH ONE OR MORE OF THE CORPORATE MEMBER'S SYSTEM-WIDE POLICIES, PROTOCOLS OR PROCEDURES OR THE CORPORATE MEMBER'S ARTICLES OF INCORPORATION AND/OR BYLAWS; PROVIDED, HOWEVER, THAT THIS COLLABORATIVE AUTHORITY DOES NOT ABROGATE THE POWER OF THE BOARD TO ADOPT POLICIES, PROTOCOLS AND/OR PROCEDURES FOR WHICH NO SYSTEM-WIDE POLICY, PROTOCOL OR PROCEDURE EXISTS AND THAT ARE RELATED SOLELY TO THE INTERNAL OPERATIONS OF THE CORPORATION AND/OR ANY OF ITS AFFILIATES; AND O) APPOINTMENT OF THE CORPORATION'S OFFICERS IDENTIFIED IN SECTION 6.2 OF THE CORPORATION'S BYLAWS. THE CORPORATE MEMBER MAY TAKE THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OR RECOMMENDATION OF THE BOARD OF DIRECTORS: A) REMOVAL OF ANY OF THE MEMBERS OF THE BOARD "FOR CAUSE" IN ACCORDANCE WITH SECTION 3.15 OF THE CORPORATION'S BYLAWS; B) THE INCURRENCE OR MODIFICATION OF SHORT OR LONG-TERM DEBT AND LEASE OBLIGATIONS; C) APPOINTMENT OR REMOVAL OF THE CORPORATION'S PRESIDENT OR CHIEF FINANCIAL OFFICER ("CFO"); D) ADOPTION OF AN ANNUAL CAPITAL PLAN FOR THE CORPORATION, BUT ONLY AFTER THE CORPORATE MEMBER HAS MADE A GOOD FAITH DETERMINATION THAT THE BOARD HAS NOT RECOMMENDED AN ACCEPTABLE ANNUAL CAPITAL PLAN IN A TIMELY MANNER; AND E) ADOPTION OF AN ANNUAL OPERATING BUDGET FOR THE CORPORATION, BUT ONLY AFTER THE CORPORATE MEMBER HAS MADE A GOOD FAITH DETERMINATION THAT THE BOARD HAS NOT RECOMMENDED AN ACCEPTABLE ANNUAL OPERATING BUDGET IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 11B Tax Preparation and Review Process 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. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE/CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTOR'S AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATION'S TEAM--INCLUDING ITS ADVISORS--MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. AT THE NOVEMBER AUDIT COMMITTEE MEETING, THE VP OF FINANCE/CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER COORDINATED A REVIEW OF THE FORM 990 WITH COMMITTEE MEMBERS, AS THE AUDIT COMMITTEE IS THE COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH OVERSIGHT OF AUDIT AND TAX MATTERS. THE VP OF FINANCE/CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER RESPONDED TO THE AUDIT COMMITTEE MEMBERS' QUESTIONS AND PROVIDED THE OPPORTUNITY FOR DETAILED DISCUSSION OF THE FORM 990. THE CHANGES IDENTIFIED WERE INCORPORATED, AND THEN A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY 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 THE COMPLIANCE DEPARTMENT WITH A DISCLOSURE STATEMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW-UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD OR GOVERNING COUNCIL OR A COMMITTEE THEREOF OR A PERSON OF INTEREST, AND 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, Line 15A & 15B EXECUTIVE COMPENSATION EXECUTIVE COMPENSATION AT ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD-APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPENSATIONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, THE 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 THAT ASSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ONGOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS. Form 990, Part VI, Line 19 AVAILABILITY OF DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS 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 XI, Line 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES BOOK/TAX DIFFERENCE RELATED TO JOINT VENTURES 71,166 Form 990, Part XII, Line 3B A-133 AUDIT ADVOCATE'S 2017 A-133 AUDIT, WHICH COVERS ADVOCATE SHERMAN HOSPITAL'S ACTIVITIES, IS NOT DUE UNTIL SEPTEMBER 30, 2018. Advocate Health Care Network 3075 Highland Parkway STE 600 Downers Grove IL 60515 362167779 Parent Corp IL 501(c)(3) 12-III-FI NA false Advocate Condell Medical Center 3075 Highland Parkway STE 600 Downers Grove IL 60515 262525968 Health Care IL 501(c)(3) 3 AHHC false Advocate North Side Health Network 3075 Highland Parkway STE 600 Downers Grove IL 60515 363196629 Health Care IL 501(c)(3) 3 AHHC false Advocate Health & Hospitals Corporation 3075 Highland Parkway STE 600 Downers Grove IL 60515 362169147 Health Care IL 501(c)(3) 3 AHCN false Advocate Charitable Foundation 3075 Highland Parkway STE 600 Downers Grove IL 60515 363297360 Fundraising IL 501(c)(3) 7 AHCN false EHS Home Health Care Service Inc 3075 Highland Parkway STE 600 Downers Grove IL 60515 362913108 Home Care IL 501(c)(3) 10 AHHC false Meridian Hospice 3075 Highland Parkway STE 600 Downers Grove IL 60515 363158667 Hospice Care IL 501(c)(3) 10 EHSHHCS false Hispano Care Inc 3075 Highland Parkway STE 600 Downers Grove IL 60515 363606486 Health Care IL 501(c)(3) 10 ANSHN false Ravenswood Health Care Foundation 3075 Highland Parkway STE 600 Downers Grove IL 60515 363196628 Fundraising IL 501(c)(3) 12-II NA false Masonic Family Health Foundation Inc 3075 Highland Parkway STE 600 Downers Grove IL 60515 364397387 Fundraising IL 501(c)(3) 12-I MFHS false SHERMAN WEST COURT 3075 Highland Parkway STE 600 Downers Grove IL 60515 363725580 Nursing Care IL 501(c)(3) 10 ASH true ADVOCATE AURORA HEALTH INC 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 824184596 SUPPORT ORG DE 501(C)(3) 12-III-FI NA true DMA SURGERY CENTER 2357 Sequoia Drive Aurora IL 60506 363890298 Medical Servi IL NA Advocate Home Care Products 3075 Highland Parkway Suite 600 Downers Grove IL 60515 363315416 Health Services IL NA C Corp false Advocate Health Centers Inc 3075 Highland Parkway Suite 600 Downers Grove IL 60515 364217291 Medical Services IL NA C Corp false Evangelical Services Corporation 3075 Highland Parkway Suite 600 Downers Grove IL 60515 363208101 Mgmt Services IL NA C Corp false High Technology Inc 3075 Highland Parkway Suite 600 Downers Grove IL 60515 363368224 Medical Services IL NA C Corp false Dreyer Clinic Inc 3075 Highland Parkway Suite 600 DOWNERS GROVE IL 60515 362690329 Medical Services IL NA C Corp false BroMenn Physician Management Corporation 3075 Highland Parkway Suite 600 Downers Grove IL 60515 371313150 Medical Services IL NA C Corp false Parkside Center Condo Association 1775 West Dempster Street Park Ridge IL 60068 363452486 Property Mgmt IL NA C Corp false The Delphi Group IV Inc 1425 N Randall Road Elgin IL 60123 364017279 Health Cost Mgt IL NA C Corp true Sherman Ventures Inc 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 364292309 Holding Company IL NA C Corp true Advocate HPN NFP 3075 Highland Parkway Suite 600 Downers Grove IL 60515 810893878 Health Imprv IL NA C Corp false Advocate Insurance SPC 878 W Bay Rd PO Box 1159 Grand Cayman CJ KY1-1102 980422925 Insurance CJ NA C Corp false ADVOCATE HEALTH PARTNERS 1701 WEST GOLF ROAD ROLLING MEADOWS IL 60008 364032117 HEALTH CARE MGT IL NA C CORP false ADVOCATE PHYSICIAN PARTNERS ACCTBLE CARE 1701 WEST GOLF ROAD ROLLING MEADOWS IL 60008 455498384 HEALTH CARE Mgt IL NA C CORP false ADVOCATE PHYSICIAN PTNRS RISK PURC GROUP 1701 WEST GOLF ROAD ROLLING MEADOWS IL 60008 383914173 GROUP MALPRACTICE IL NA C CORP false true false true true false false false false false false true true false false true true true false ADVOCATE HEALTH CARE NETWORK 1-D 6300000 COST ADVOCATE HEALTH CARE NETWORK 1-R 2320510 COST SHERMAN WEST COURT 1-A 73305 COST ADVOCATE CHARITABLE FOUNDATION 1-C 525668 COST SHERMAN WEST COURT 1-L 296230 COST SHERMAN WEST COURT 1-Q 97193 COST