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ADVOCATE HEALTH INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ADVOCATE HEALTH INC (EIN 88-4157429)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349327728
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T22:06:03-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN884157429EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATE HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone4142991576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BLYTHE BOULEVARDAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER BARBERPersonNm
Person TitleVICE PRESIDENT OF TAXPersonTitleTxt
Phone4142991576PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEUGENE WOODSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BLYTHE BOULEVARDAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$333,741GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ADVOCATEHEALTH.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2022FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionADVOCATE HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$333,741CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$333,741CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$115,907,136CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses-$113,733,010CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$2,174,126CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,840,385CYRevenuesLessExpensesAmt
Total Assets BOY$82,492,882TotalAssetsBOYAmt
Total Assets EOY$105,054,164TotalAssetsEOYAmt
Total Liabilities BOY$82,492,882TotalLiabilitiesBOYAmt
Total Liabilities EOY$106,894,549TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$1,840,385NetAssetsOrFundBalancesEOYAmt
MissionTO SUPERVISE AND MANAGE AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM THAT IS STEEPED IN INNOVATION AND POISED TO RESHAPE THE DELIVERY OF HEALTHCARE ALONG WITH ACHIEVING THE HIGHEST AND SAFEST OUTCOMES IN THE COMMUNITIES IT SERVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$27,010,979ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE ORGANIZATION WAS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF, AND SUPPORT A COMBINED ENTERPRISE OF MULTIPLE HEALTH SYSTEMS AND TAX-EXEMPT ORGANIZATIONS, INCLUDING THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY, A HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, AND OTHER TAX-EXEMPT ORGANIZATIONS AFFILIATED WITH ATRIUM HEALTH, INC. (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT ORGANIZATIONS AND ONE NORTH CAROLINA HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND ALABAMA), AND ADVOCATE AURORA HEALTH, INC. (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT AND TAXABLE ORGANIZATIONS LOCATED IN WISCONSIN AND ILLINOIS).Desc
Total Program Service Expenses$27,010,979TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document40IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATE HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142991576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 341880AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532341880ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHELE BAKER RICHARDSON
DIRECTOR, CHAIR1.000.00Yes (X)$0$135,767$0
ANGELIQUE VINCENT
DIRECTOR1.000.00Yes (X)$112,433$0$0
RICHARD JAKLE
DIRECTOR1.000.00Yes (X)$0$19,000$0
WILLIAM WARDEN
DIRECTOR1.000.00Yes (X)$112,433$0$0
WILLIAM CANNON JR
DIRECTOR1.000.00Yes (X)$8,000$0$0
VICTORIA SUTTON
DIRECTOR1.000.00Yes (X)$0$0$0
THOMAS NELSON
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN WENTE
DIRECTOR1.000.00Yes (X)$112,433$0$0
MARK REED
DIRECTOR1.000.00Yes (X)$16,000$0$0
PAMELA LEWIS DAVIES
DIRECTOR1.000.00Yes (X)$127,433$0$0
THOMAS BOLGER
DIRECTOR1.000.00Yes (X)$0$112,433$0
MARK HARRIS
DIRECTOR1.000.00Yes (X)$0$97,100$0
JOANNE BAUER
DIRECTOR1.000.00Yes (X)$0$112,433$0
LYNN CRUMP-CAINE
DIRECTOR1.000.00Yes (X)$0$89,100$0
DONALD FLOW
DIRECTOR1.000.00Yes (X)$0$0$0
GRACIE COLEMAN
DIRECTOR1.000.00Yes (X)$89,100$0$0
CHARLES HARVEY
DIRECTOR1.000.00Yes (X)$0$112,433$0
JOANNE DISCH
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN DANIELS JR
DIRECTOR1.000.00Yes (X)$0$40,000$0
JOHN TIMMER
DIRECTOR1.000.00Yes (X)$0$89,100$0
EUGENE WOODS
CHIEF EXECUTIVE OFFICER55.001.00$0$22,870,197$2,911,078Yes (X)
JAMES SKOGSBERGH
CO-CHIEF EXECUTIVE OFFICER55.001.00$28,850,544$0$2,012,135Yes (X)
BRETT DENTON
EVP CHIEF LEGAL OFFICER, SECRETARY1.0055.00$0$3,545,376$462,832Yes (X)
WILLIAM SANTULLI
PRESIDENT MIDWEST REGION1.0055.00$0$7,191,882$674,339Yes (X)
KEN HAYNES
EVP CHIEF ENTERPRISE SERVICES OFFICER1.0055.00$0$4,771,848$586,470Yes (X)
RICHARD KLEIN
EVP CHIEF OF STAFF1.0055.00$0$3,362,958$341,412Yes (X)
SHOEB SITAFALWALLA
EVP CHIEF STRATEGY OFFICER1.0055.00$0$2,716,754$507,213Yes (X)
MARY BETH KINGSTON
EVP CHIEF NURSING OFFICER1.0055.00$0$2,497,751$335,428Yes (X)
RASU SHRESTHA
EVP CHIEF INNOVATION OFFICER1.0055.00$0$3,117,375$393,200Yes (X)
KEVAN MABBUTT
EVP CHIEF BRAND & CONSUMER OFFICER1.0055.00$0$1,550,844$256,633Yes (X)
JULIE FREISCHLAG
EVP CHIEF ACADEMIC OFFICER1.0055.00$0$7,594,629$40,091Yes (X)
SCOTT RISSMILLER
EVP CHIEF CLINICAL OFFICER1.0055.00$0$3,836,000$487,003Yes (X)
GARY STUCK
EVP CHIEF MEDICAL OFFICER1.0055.00$0$4,546,690$485,239Yes (X)
JIM DUNN
EVP CHIEF PEOPLE & CULTURE OFFICER0.000.00$0$380,123$0Yes (X)
BRAD CLARK
EVP CHIEF FINANCIAL OFFICER, TREASURER1.0055.00$0$2,513,703$419,389Yes (X)
BARBARA BYRNE
EVP CHIEF INFORMATION OFFICER1.0055.00$0$3,178,742$537,282Yes (X)
CAROL LOVIN
EVP CHIEF OF STAFF & INTEGRATION1.0055.00$0$3,476,868$404,502Yes (X)
KINNEIL COLTMAN
EVP CHIEF CONSUMER & SOCIAL IMPACT OFFICER1.0055.00$0$2,035,021$298,466Yes (X)
GABRIELLE FINLEY-HAZLE
DIVISON PRESIDENT, WISCONSIN1.0055.00$0$1,338,182$147,878Yes (X)
DIA NICHOLS
DIVISON PRESIDENT, ILLINOIS1.0055.00$0$1,343,023$252,781Yes (X)
ANTHONY DEFURIO
EVP, CFO, TREASURER0.000.00$0$4,324,005$0Yes (X)
KELLY JO GOLSON
EVP CHIEF BRAND & CONSUMER OFFICER0.000.00$0$2,805,924$105,740Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$29,428,376TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$89,805,261TotReportableCompRltdOrgAmt
Total Other Compensation$11,659,111TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PWC HOLDINGS NO 21 LLC
4040 W BOY SCOUT BLVDTAMPAFL33607OTHER SERVICES$14,816,705
ROPES & GRAY LLP
800 BOYLSTON STBOSTONMA02199LEGAL SERVICES$5,916,823
CENTRIC CONSULTING LLC
1215 LYONS ROAD BUILDING FDAYTONOH45458CONSULTING SERVICES$4,972,441
STRATA DECISION TECHNOLOGY HOLDINGS LLC
200 E RANDOLPH ST FLR 49CHICAGOIL60601OTHER SERVICES$4,220,288
ERNST & YOUNG LLP
200 PLAZA DRIVE SUITE 2222SECAUSUSNJ07094CONSULTING SERVICES$2,654,926
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K22CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$333,741TotalRevenueColumnAmt
Exclusion$333,741ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$333,741TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$333,741ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$577,832TotalAmt
Management And General$577,832ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,527,304TotalAmt
Management And General$90,527,304ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,634,000TotalAmt
Management And General$23,634,000ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,168,000TotalAmt
Management And General$1,168,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,359,009TotalAmt
Management And General$11,359,009ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,937,625TotalAmt
Management And General$1,937,625ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$62,590,642TotalAmt
Management And General$62,590,642ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,359TotalAmt
Management And General$1,359ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,736TotalAmt
Management And General$3,736ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,579TotalAmt
Management And General$6,579ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$224,092TotalAmt
Management And General$224,092ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$300,600TotalAmt
Management And General$300,600ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER$13,594,199$27,008,707-$13,414,508
OTHER INTERCOMPANY$150,453$0$150,453
CONTRACTUAL SERVICES-$203,903,576$0-$203,903,576

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,272TotalAmt
Program Services$2,272ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,174,126TotalAmt
Program Services$27,010,979ProgramServicesAmt
Management And General-$24,836,853ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$25,971,704EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,037,489BOYAmt
EOY$20,707,019EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$7,108,341EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$66,455,393BOYAmt
EOY$51,267,100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$82,492,882BOYAmt
EOY$105,054,164EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$82,492,882BOYAmt
EOY$91,588,078EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$15,306,471EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,492,882BOYAmt
EOY$106,894,549EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY-$1,840,385EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY-$1,840,385EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,492,882BOYAmt
EOY$105,054,164EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,840,385ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations36SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (36 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ADVOCATE HEALTH AND HOSPITALS CORPORATION
3621691473Yes (1)$0$0
EHS HOME HEALTH CARE SERVICE INC
36291310810Yes (1)$0$0
ADVOCATE CHARITABLE FOUNDATION
3632973607Yes (1)$0$0
ADVOCATE NORTH SIDE HEALTH NETWORK
3631966293Yes (1)$0$0
MERIDIAN HOSPICE
36315866710Yes (1)$0$0
ADVOCATE CONDELL MEDICAL CENTER
2625259686Yes (1)$0$0
ADVOCATE SHERMAN HOSPITAL
3621679203Yes (1)$0$0
VISITING NURSE ASSOCIATION OF WISCONSIN INC
3908061807Yes (1)$0$0
AURORA UW ACADEMIC MEDICAL GROUP INC
36113673810Yes (1)$0$0
AURORA HEALTH CARE METRO INC
3908061813Yes (1)$0$0
AURORA HEALTH CARE SOUTHERN LAKES INC
3908063473Yes (1)$0$0
AURORA HEALTH CARE CENTRAL INC
3609307483Yes (1)$0$0
AURORA PSYCHIATRIC HOSPITAL INC
3908721923Yes (1)$0$0
AURORA MEDICAL CENTER OF WASHINGTON COUNTY INC
3911501653Yes (1)$0$0
AURORA HEALTH CARE NORTH INC
3912116293Yes (1)$0$0
WEST ALLIS MEMORIAL HOSPITAL INC
3910224643Yes (1)$0$0
AURORA FAMILY SERVICE INC
39080617410Yes (1)$0$0
AURORA MEDICAL CENTER OF OSHKOSH INC
3910276763Yes (1)$0$0
AURORA MEDICAL GROUP INC
3916783063Yes (1)$0$0
AURORA ADVANCED HEALTHCARE INC
3915953023Yes (1)$0$0
AMG ILLINOIS LTD
2640412873Yes (1)$0$0
AURORA MEDICAL CENTER GRAFTON LLC
2729537993Yes (1)$0$0
AURORA MEDICAL CENTER BAY AREA INC
3915284303Yes (1)$0$0
KRADWELL SCHOOL INC
2615167652Yes (1)$0$0
THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
5605299456Yes (1)$0$0
NORTH CAROLINA BAPTIST HOSPITAL
5605527873Yes (1)$0$0
WAKE FOREST UNIVERSITY HEALTH SCIENCES
2238491992Yes (1)$0$0
AHSNF INC
8427273033Yes (1)$0$0
AH GEORGIA INC
83170738310Yes (1)$0$0
FLOYD HEALTHCARE MANAGEMENT INC
5819735703Yes (1)$0$0
ATRIUM HEALTH FOUNDATION
5660604817Yes (1)$0$0
THE MEDICAL CENTER OF CENTRAL GEORGIA INC
5821491283Yes (1)$0$0
THE MEDICAL CENTER OF PEACH COUNTY INC
4537654713Yes (1)$0$0
NAVICENT HEALTH BALDWIN INC
8239149253Yes (1)$0$0
HEALTH SERVICES OF CENTRAL GEORGIA INC
5823074853Yes (1)$0$0
POLK MEDICAL CENTER INC
4539573683Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total36SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported Org0MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART V, SECTION C, LINE 1:FormAndLineReferenceDesc
ExplanationADVOCATE AURORA HEALTH, INC. ("AAH"), AND ATRIUM HEALTH, INC., ("AHI") ARE THE MEMBERS OF ADVOCATE HEALTH, INC. ADVOCATE HEALTH WILL ACT THROUGH A GOVERNANCE FRAMEWORK THAT VESTS SUPERVISION AND MANAGEMENT OF ADVOCATE HEALTH IN THE SAME PERSONS WHO ULTIMATELY SUPERVISE AND MANAGE THE SUPPORTED ORGANIZATIONS AS REQUIRED FOR TYPE 2 SUPPORTING ORGANIZATION STATUS. THIS STRUCTURE WILL ENSURE THAT ADVOCATE HEALTH IS RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF ITS SUPPORTED ORGANIZATIONS, AND IT WILL ALLOW THE SYSTEM TO FUNCTION AS AN INTEGRATED ORGANIZATION. ADVOCATE HEALTH'S GOVERNANCE FRAMEWORK ARISES FROM THE TERMS OF A MASTER AGREEMENT AND A JOINT OPERATING AGREEMENT BY AND AMONG AAH, AHI AND ADVOCATE HEALTH. PURSUANT TO THE TERMS OF THESE AGREEMENTS, AAH AND AHI, BY AND ON BEHALF OF THE SUPPORTED ORGANIZATIONS, HAVE BROADLY DELEGATED TO ADVOCATE HEALTH THE AUTHORITY TO SUPERVISE AND MANAGE THE SUPPORTED ORGANIZATIONS. THIS BROAD DELEGATION OF AUTHORITY IS DESIGNED TO INTEGRATE THE SUPPORTED ORGANIZATIONS INTO ADVOCATE HEALTH, SO THAT, COLLECTIVELY, ADVOCATE HEALTH AND ITS SUPPORTED ORGANIZATIONS OPERATE AS AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENTS IN THIRD PARTY ENTITIES$18,892,588C
FAIR MAKET VALUE (FMV) ADJUSTMENT-$13,571,477C
INTERCOMPANY FMV ADJUSTMENT$1,787,230C
FieldValueIRS element (for citing)
Total Book Value Securities$7,108,341TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INTERCOMPANY ASSETS - CURRENT$38,768,787
OTHER NONCURRENT ASSETS$12,498,313
FieldValueIRS element (for citing)
Total Book Value Other Assets$51,267,100TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OTHER NONCURRENT LIABILITIESACCRUED SEVERANCE PAY - LONG TERM$7,884,000
OTHER NONCURRENT LIABILITIESAHI CEO SERP LIABILITY$2,883,341
OTHER NONCURRENT LIABILITIESAHI SERP LIABILITY$4,539,130
FieldValueIRS element (for citing)
Total Liability$15,306,471TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES SKOGSBERGH
CO-CHIEF EXECUTIVE OFFICER$1,753,853$0$14,440,055$0$12,656,636$0$1,991,487$0$20,648$0$30,862,679$0$793,002$0
EUGENE WOODS
CHIEF EXECUTIVE OFFICER$0$4,634,321$0$14,440,055$0$3,795,821$0$2,901,934$0$9,144$0$25,781,275$0$2,041,850
WILLIAM SANTULLI
PRESIDENT MIDWEST REGION$0$827,709$0$3,009,211$0$3,354,962$0$642,892$0$31,447$0$7,866,221$0$324,949
JULIE FREISCHLAG
EVP CHIEF ACADEMIC OFFICER$0$2,476,070$0$4,358,126$0$760,433$0$19,092$0$20,999$0$7,634,720$0$688,380
KEN HAYNES
EVP CHIEF ENTERPRISE SERVICES OFFICE$0$1,666,931$0$2,774,393$0$330,524$0$545,575$0$40,895$0$5,358,318$0$195,709
GARY STUCK
EVP CHIEF MEDICAL OFFICER$0$533,932$0$1,911,215$0$2,101,543$0$462,273$0$22,966$0$5,031,929$0$200,775
ANTHONY DEFURIO
EVP, CFO, TREASURER$0$0$0$2,281,466$0$2,042,539$0$0$0$0$0$4,324,005$0$0
SCOTT RISSMILLER
EVP CHIEF CLINICAL OFFICER$0$1,403,489$0$2,094,708$0$337,803$0$447,977$0$39,026$0$4,323,003$0$85,045
BRETT DENTON
EVP CHIEF LEGAL OFFICER, SECRETARY$0$1,430,026$0$1,930,432$0$184,918$0$430,548$0$32,284$0$4,008,208$0$0
CAROL LOVIN
EVP CHIEF OF STAFF & INTEGRATION$0$1,163,466$0$1,951,658$0$361,744$0$387,150$0$17,352$0$3,881,370$0$261,827
BARBARA BYRNE
EVP CHIEF INFORMATION OFFICER$0$1,078,153$0$1,771,639$0$328,950$0$519,640$0$17,642$0$3,716,024$0$189,688
RICHARD KLEIN
EVP CHIEF OF STAFF$0$388,361$0$1,378,217$0$1,596,380$0$315,915$0$25,497$0$3,704,370$0$167,919
RASU SHRESTHA
EVP CHIEF INNOVATION OFFICER$0$1,086,592$0$1,775,718$0$255,065$0$363,584$0$29,616$0$3,510,575$0$92,944
SHOEB SITAFALWALLA
EVP CHIEF STRATEGY OFFICER$0$988,534$0$1,639,426$0$88,794$0$476,014$0$31,199$0$3,223,967$0$173,827
BRAD CLARK
EVP CHIEF FINANCIAL OFFICER, TREASUR$0$1,697,429$0$713,004$0$103,270$0$390,217$0$29,172$0$2,933,092$0$80,691
KELLY JO GOLSON
EVP CHIEF BRAND & CONSUMER OFFICER$0$0$0$638,594$0$2,167,330$0$105,740$0$0$0$2,911,664$0$138,140
MARY BETH KINGSTON
EVP CHIEF NURSING OFFICER$0$728,872$0$1,184,727$0$584,152$0$315,234$0$20,194$0$2,833,179$0$144,543
KINNEIL COLTMAN
EVP CHIEF CONSUMER & SOCIAL IMPACT O$0$784,781$0$1,223,044$0$27,196$0$260,274$0$38,192$0$2,333,487$0$24,469
KEVAN MABBUTT
EVP CHIEF BRAND & CONSUMER OFFICER$0$960,003$0$421,657$0$169,184$0$218,923$0$37,710$0$1,807,477$0$25,994
DIA NICHOLS
DIVISON PRESIDENT, ILLINOIS$0$1,000,002$0$347,262$0-$4,241$0$216,433$0$36,348$0$1,595,804$0$95,636
GABRIELLE FINLEY-HAZLE
DIVISON PRESIDENT, WISCONSIN$0$1,000,002$0$0$0$338,180$0$113,297$0$34,581$0$1,486,060$0$10,255
JIM DUNN
EVP CHIEF PEOPLE & CULTURE OFFICER$0$0$0$0$0$380,123$0$0$0$0$0$380,123$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BSCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4A THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2024 THAT HAS BEEN PROPERLY RECORDED ON FORM 990, PART VII, SECTION A: JAMES SKOGSBERGH - $8,119,365 RICHARD KLEIN - $827,566 WILLIAM SANTULLI - $1,723,585 KELLY JO GOLSON - $2,061,590 GARY STUCK - $1,140,421 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B ADVOCATE HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2024 AS FOLLOWS: JAMES SKOGSBERGH - $793,002 EUGENE WOODS - $2,018,750 JULIE FREISCHLAG - $688,380 WILLIAM SANTULLI - $324,949 GARY STUCK - $200,775 BARBARA BYRNE - $189,688 SHOEB SITAFALWALLA - $173,827 RASU SHRESTHA - $92,944 RICHARD KLEIN - $167,919 MARY BETH KINGSTON - $144,543 DIA NICHOLS - $95,636 BRADLEY CLARK - $80,691 KEVAN MABBUTT - $25,994 GABRIELLE FINLEY-HAZLE - $10,255 KEN HAYNES - $195,709 CAROL LOVIN - $261,827 KINNEIL COLTMAN - $24,469 SCOTT RISSMILLER - $85,045
PART I, LINE 7WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ADESCRIPTION OF BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE THE ORGANIZATION'S BY-LAWS PROVIDE THAT THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE SAME COMPOSITION AND MEMBERS AS THE EXECUTIVE COMMITTEE OF THE CORPORATE MEMBER. THE CORPORATE MEMBER'S EXECUTIVE COMMITTEE HAS NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEE'S MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEE'S AUTHORITY INCLUDES: BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE AURORA HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE AURORA HEALTH, INC. BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CDESCRIPTION OF THE PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS "INTERESTED PERSONS"). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURE 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 COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT IF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE FOLLOWING COMPENSATION REVIEW PROCESS IS CONDUCTED ANNUALLY: THE CEO AND THE CEO'S EXECUTIVE TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE ADVOCATE AURORA HEALTH BOARD OF DIRECTORS. ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVEIWED AND APPROVED BY THEIR LEADER WITHIN MARKET-BASED GUIDELINES PRESCRIBED BY THE ORGANIZATION'S HUMAN RESOURCES FUNCTION. THESE MARKET-BASED GUIDELINES ARE ESTABLISHED USING APPLICABLE COMPARABILITY DATA AND SIMILAR COMPENSATION METRICS THAT ARE BASED ON SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. DOCUMENTATION AND RECORDKEEPING FOR THESE DELIBERATIONS AND DECISIONS ARE MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING SITES: - 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 IX, LINE 11GOTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,590,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,590,642.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AURORA MEDICAL GROUP INC
3031 WEST MONTANA STREETMILWAUKEEWI53215391678306PHYSICIAN SERVICESWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE METRO INC
2900 WEST OKLAHOMA AVENUEMILWAUKEEWI53215390806181HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE CENTRAL INC
2636 EASTERN AVENUEPLYMOUTHWI53073390930748HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA PSYCHIATRIC HOSPITAL INC
1220 DEWEY AVENUEWAUWATOSAWI53213390872192HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA HEALTH CARE SOUTHERN LAKES INC
252 MCHENRY STREETBURLINGTONWI53105390806347HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
AURORA MEDICAL CENTER OF OSHKOSH INC
855 NORTH WESTHAVEN DRIVEOSHKOSHWI54904391027676HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE NORTH INCYes (1)
WEST ALLIS MEMORIAL HOSPITAL INC
8901 WEST LINCOLN AVENUEWEST ALLISWI53227391022464HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
KRADWELL SCHOOL INC
1220 DEWEY AVENUEWAUWATOSAWI53213261516765SCHOOLWI501(C)(3)LINE 3AURORA PSYCHIATRIC HOSPITAL INCYes (1)
AURORA MEDICAL CENTER WASHINGTON COUNTY INC
1032 EAST SUMNER STREETHARTFORDWI53027391150165HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE METRO INCYes (1)
AURORA ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391595302PHYSICIAN SERVICESWI501(C)(3)LINE 11AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE NORTH INC
5000 MEMORIAL DRIVETWO RIVERSWI54241391211629HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
VISITING NURSE ASSOCIATION OF WISCONSIN INC
11333 WEST NATIONAL AVENUEWEST ALLISWI53227390806180HOME CARE SERVICESWI501(C)(3)LINE 7AURORA HEALTH CARE INCYes (1)
AURORA FAMILY SERVICE INC
3200 HIGHLAND BOULEVARDMILWAUKEEWI53208390806174SOCIAL SERVICESWI501(C)(3)LINE 11AURORA HEALTH CARE INCYes (1)
AURORA UW ACADEMIC MEDICAL GROUP INC
1020 NORTH 12TH STREETMILWAUKEEWI53233391136738PHYSICIAN SERVICESWI501(C)(3)LINE 11AURORA MEDICAL GROUP INCYes (1)
AURORA HEALTH CARE FOUNDATION INC
PO BOX 341880MILWAUKEEWI53234396044569FUNDRAISINGWI501(C)(3)LINE 7AURORA HEALTH CARE INCYes (1)
AURORA HEALTH CARE INC
PO BOX 341880MILWAUKEEWI53234391442285SUPPORT SERVICESWI501(C)(3)LINE 12C, III-FI0N/A
AMG ILLINOIS LTD
3031 WEST MONTANA AVENUEMILWAUKEEWI53215264041287PHYSICIAN SERVICESIL501(C)(3)LINE 3AURORA MEDICAL GROUP INCYes (1)
AURORA MEDICAL CENTER GRAFTON LLC
975 PORT WASHINGTON ROADGRAFTONWI53024272953799HOSPITALWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)
ADVOCATE HEALTH CARE NETWORK
2025 WINDSOR DROAK BROOKIL60523362167779SUPPORT SERVICESIL501(C)(3)LINE 12C, III-FI0N/A
ADVOCATE CONDELL MEDICAL CENTER
2025 WINDSOR DROAK BROOKIL60523262525968HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH AND HOSPITALS CORPYes (1)
ADVOCATE HEALTH & HOSPITALS CORPORATION
2025 WINDSOR DROAK BROOKIL60523362169147HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH CARE NETWORKYes (1)
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523363297360FUNDRAISINGIL501(C)(3)LINE 7ADVOCATE HEALTH CARE NETWORKYes (1)
EHS HOME HEALTH CARE SERVICE INC
2025 WINDSOR DROAK BROOKIL60523362913108HOME CAREIL501(C)(3)LINE 10ADVOCATE HEALTH AND HOSPITALS CORPYes (1)
MERIDIAN HOSPICE
2025 WINDSOR DROAK BROOKIL60523363158667HOSPICE CAREIL501(C)(3)LINE 10EHS HOME HEALTH CARE SERVICE INCYes (1)
MASONIC FAMILY HEALTH FOUNDATION INC
2025 WINDSOR DROAK BROOKIL60523364397387FUNDRAISINGIL501(C)(3)LINE 12A, IMASONIC FAMILY HEALTH SERVICESYes (1)
ADVOCATE SHERMAN HOSPITAL
2025 WINDSOR DROAK BROOKIL60523362167920HEALTH CAREIL501(C)(3)LINE 3ADVOCATE HEALTH CARE NETWORKYes (1)
AURORA HEALTH CARE MEDICAL GROUP INC
PO BOX 341880MILWAUKEEWI53234474167075PHYSICIAN SERVICESWI501(C)(3)LINE 3AURORA HEALTH CARE INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
BAYCARE AURORA LLC
PO BOX 341880MILWAUKEEWI53234391947472HOSPITALWIN/A00
AURORA GI ASC LLC
2801 WEST KK RIVER PARKWAY 1030MILWAUKEEWI53215461848055PHYSICIAN SERVICESWIN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationIndPrimary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
AURORA HEALTH CARE VENTURES INC
PO BOX 341880MILWAUKEEWI53234391513129DE0
AURORA HEALTH NETWORK INC
PO BOX 341880MILWAUKEEWI53234391817175WI0INACTIVEN/AC
AURORA PHARMACY INC
PO BOX 341880MILWAUKEEWI53234391733325WI0RETAIL PHARMACYN/AC
DIVERSIFIED CARE INC
4811 SOUTH 76TH STREETGREENFIELDWI53220391609054WI0TEMPORARY STAFFING AGENCYN/AC
AURORA RETAIL STORES INC
PO BOX 341880MILWAUKEEWI53234391722937WI0INACTIVEN/AC
ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391195501WI0PHYSICIAN SERVICESN/AC
NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS
PO BOX 341880MILWAUKEEWI53234WI0CONDO ASSOCIATIONN/AC
ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234WI0CONDO ASSOCIATIONN/AC
AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234WI0CONDO ASSOCIATIONN/AC
AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234WI0CONDO ASSOCIATIONN/AC
ADVOCATE HOME CARE PRODUCTS
2025 WINDSOR DROAK BROOKIL60523363315416IL0HEALTH SERVICESN/AC
EVANGELICAL SERVICES CORPORATION
2025 WINDSOR DROAK BROOKIL60523363208101IL0MANAGEMENT SERVICESN/AC
HIGH TECHNOLOGY INC
2025 WINDSOR DROAK BROOKIL60523363368224IL0MEDICAL SERVICESN/AC
DREYER CLINIC INC
2025 WINDSOR DROAK BROOKIL60523362690329IL0MEDICAL SERVICESN/AC
PARKSIDE CENTER CONDO ASSOCIATION
1775 WEST DEMPSTER STREETPARK RIDGEIL60068363452486IL0PROPERTY MANAGEMENTN/AC
THE DELPHI GROUP IV INC
1425 N RANDALL ROADELGINIL60123364017279IL0HEALTH COST MANAGEMENTN/AC
ADVOCATE HPN NFP
2025 WINDSOR DROAK BROOKIL60523810893878IL0HEALTH IMPROVEMENT MANAGEMENTN/AC
ADVOCATE INSURANCE SPC
9804229250INSURANCEN/AC878 W BAY RD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
ADVOCATE HEALTH PARTNERS
1701 WEST GOLF ROADROLLING MEADOWSIL60008364032117IL0HEALTH CARE MANAGEMENTN/AC
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
1701 WEST GOLF ROADROLLING MEADOWSIL60008455498384IL0HEALTH CARE MANAGEMENTN/AC
ADVOCATE PHYSICIAN PARTNERS RISK PURCH
1701 WEST GOLF ROADROLLING MEADOWSIL60008383914173IL0GROUP MALPRACTICEN/AC
ADVOCATE AURORA ENTERPRISES INC
PO BOX 341880MILWAUKEEWI53234831836945WI0FOR-PROFIT PARENT COMPANYN/AC
NORTHSHORE HEALTH NETWORK INC
PO BOX 341880MILWAUKEEWI53234271389366WI0MANAGED CARE CONTRACTINGN/AC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ADVOCATE AURORA ENTERPRISES INC
S$1,787,231COST
DIVERSIFIED CARE INC
M$150,453COST
ADVOCATE HEALTH AND HOSPITALS CORPORATION
D$64,361COST
AURORA HEALTH CARE INC
D$777,360COST
DIVERSIFIED CARE INC
D$41,907COST
ADVOCATE AURORA ENTERPRISES INC
D$20,679,819COST
ADVOCATE AURORA HEALTH INC
D$32,275,055COST
ADVOCATE HEALTH AND HOSPITALS CORPORATION
E$277,344COST
AURORA HEALTH CARE INC
E$284,664COST
ADVOCATE AURORA ENTERPRISES INC
E$13,571,477COST
ADVOCATE AURORA HEALTH INC
E$40,625,644COST