STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AURORA HEALTH CARE FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AURORA HEALTH CARE FOUNDATION INC (EIN 39-6044569)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349328704
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)
EIN396044569EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AURORA HEALTH CARE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUROBusinessNameControlTxt
Phone4142991576PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER BARBERPersonNm
Person TitleVP OF TAXPersonTitleTxt
Phone4142991576PhoneNum
Signature2025-11-17SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCRISTY GARCIA-THOMASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 341880AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532341880ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,337,208GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AURORAHEALTHCARE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1955FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN THE SUPPORT OF THE PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee33TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,116,366PYContributionsGrantsAmt
CY Contributions Grants$5,942,502CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$19,493,611PYInvestmentIncomeAmt
CY Investment Income$19,301,499CYInvestmentIncomeAmt
PY Other Revenue-$185,526PYOtherRevenueAmt
CY Other Revenue$104,261CYOtherRevenueAmt
PY Total Revenue$24,424,451PYTotalRevenueAmt
CY Total Revenue$25,348,262CYTotalRevenueAmt
PY Grants And Similar Paid$25,465,229PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$41,913,951CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,117,161PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,497,741CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,715,035CYTotalFundraisingExpenseAmt
PY Other Expenses$1,566,531PYOtherExpensesAmt
CY Other Expenses$1,370,494CYOtherExpensesAmt
PY Total Expenses$31,148,921PYTotalExpensesAmt
CY Total Expenses$47,782,186CYTotalExpensesAmt
PY Revenues Less Expenses-$6,724,470PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$22,433,924CYRevenuesLessExpensesAmt
Total Assets BOY$281,998,260TotalAssetsBOYAmt
Total Assets EOY$266,001,080TotalAssetsEOYAmt
Total Liabilities BOY$37,610,119TotalLiabilitiesBOYAmt
Total Liabilities EOY$41,764,680TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$244,388,141NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$224,236,400NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN THE SUPPORT OF THE PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$41,913,951ExpenseAmt
Grant$41,913,951GrantAmt
DescTHE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN SUPPORT OF PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC. SEE ATTACHED DETAIL FOR SCHEDULE A, PART 1, LINE 11H REGARDING SUPPORTED ORGANIZATIONS.Desc
Total Program Service Expenses$41,913,951TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
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 ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee33EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
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 (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CRISTY GARCIA-THOMAS
DIRECTOR, CHAIRPERSON1.0055.00Yes (X)Yes (X)$0$2,251,082$293,599
RANDY VARJU
DIRECTOR, PRESIDENT1.0055.00Yes (X)Yes (X)$0$522,720$291,096
LESLIE WININGER
DIRECTOR, PRESIDENT55.001.00Yes (X)Yes (X)$308,483$0$60,264
RACHELLE HART
DIRECTOR, SECRETARY, ASST SECRETARY1.0055.00Yes (X)Yes (X)$0$1,101,754$224,620
CARRIE KILLORAN
DIRECTOR1.000.00Yes (X)$0$1,868,271$171,028
DENNIS POTTS
DIRECTOR1.000.00Yes (X)$0$2,731,220$324,837
JEFFREY DALEN-BARD
DIRECTOR1.000.00Yes (X)$0$1,164,647$234,952
MARY BETH KINGSTON
DIRECTOR1.000.00Yes (X)$0$2,497,751$335,428
GABRIELLE FINLEY-HAZLE
DIRECTOR1.000.00Yes (X)$0$1,338,182$147,878
NAN NELSON
TREASURER1.0055.00Yes (X)$0$1,472,483$272,483
RACHEL HALVERSON
ASSISTANT TREASURER1.0055.00Yes (X)$0$726,813$64,719
BRAD CLARK
ASSISTANT TREASURER1.0055.00Yes (X)$0$2,513,703$419,389
SUE DWYER
ASSISTANT TREASURER1.0055.00Yes (X)$0$659,932$179,867
KATHERINE KETNER
ASSISTANT SECRETARY1.0055.00Yes (X)$0$0$0
MICHAEL KERNS
ASSISTANT SECRETARY1.0055.00Yes (X)$0$834,378$132,619
JAMES SLINKMAN
ASSISTANT SECRETARY1.0055.00Yes (X)$0$689,283$174,709
ALICIA SMITH
VP DEVELOPMENT55.001.00$221,932$0$17,322Yes (X)
ANDREA PETRIE
VP DEVELOPMENT55.001.00$236,583$0$8,527Yes (X)
JEANNIE FISCHER
DIRECTOR DONOR LOYALTY55.001.00$129,697$0$32,841Yes (X)
JUDITH STROUT
DEVELOPMENT DIRECTOR55.001.00$135,687$0$14,873Yes (X)
LESLIE LENZO
FORMER OFFICER0.000.00$0$127,097$0Yes (X)
MICHAEL GREBE
FORMER OFFICER0.000.00$0$1,076,461$64,107Yes (X)
DOMINIC NAKIS
FORMER OFFICER0.000.00$0$3,375,856$1,231,995Yes (X)
JAMES DOHENY
FORMER OFFICER0.000.00$0$531,922$26,867Yes (X)
STEVE HUSER
FORMER OFFICER0.000.00$0$561,236$18,835Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,032,382TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$26,044,791TotReportableCompRltdOrgAmt
Total Other Compensation$4,742,855TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$409,736FundraisingAmt
Government Grants$10,000GovernmentGrantsAmt
All Other Contributions$5,522,766AllOtherContributionsAmt
Total Contributions$5,942,502TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,206TotalRevenueColumnAmt
Exclusion$39,206ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities-$19,262,293SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$19,262,293SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,262,293TotalRevenueColumnAmt
Exclusion$19,262,293ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$37,440FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$409,736ContriRptFundraisingEventAmt
Fundraising Direct Expenses$251,239FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$213,799TotalRevenueColumnAmt
Exclusion-$213,799ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPROGRAM REIMBURSEMENTDesc
Business900099BusinessCd
Total Revenue Column$318,060TotalRevenueColumnAmt
Related Or Exempt Func Income$318,060RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$318,060OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,348,262TotalRevenueColumnAmt
Related Or Exempt Func Income$318,060RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$19,087,700ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$41,913,951TotalAmt
Program Services$41,913,951ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,598,054TotalAmt
Fundraising$3,598,054FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$205,056TotalAmt
Fundraising$205,056FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$457,723TotalAmt
Fundraising$457,723FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$236,908TotalAmt
Fundraising$236,908FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,140TotalAmt
Management And General$1,140ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,721TotalAmt
Management And General$9,721ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,920TotalAmt
Fundraising$3,920FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$37,161TotalAmt
Fundraising$37,161FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$127,820TotalAmt
Fundraising$127,820FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$96,834TotalAmt
Fundraising$96,834FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37,175TotalAmt
Fundraising$37,175FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,418TotalAmt
Fundraising$34,418FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$4,498TotalAmt
Fundraising$4,498FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING MEETING$829,138$829,138
BAD DEBT$123,998$123,998
BANK FEES$18,341$18,341
DEVELOPMENT-$414-$414

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$46,744TotalAmt
Fundraising$46,744FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$47,782,186TotalAmt
Program Services$41,913,951ProgramServicesAmt
Management And General$153,200ManagementAndGeneralAmt
Fundraising$5,715,035FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,427BOYAmt
EOY$20,769EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,578,092BOYAmt
EOY$1,898,538EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$279,034,176BOYAmt
EOY$262,572,731EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,193,580BOYAmt
EOY$1,238,350EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$169,985BOYAmt
EOY$270,692EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$281,998,260BOYAmt
EOY$266,001,080EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,514,442BOYAmt
EOY$41,674,944EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,677BOYAmt
EOY$89,736EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,610,119BOYAmt
EOY$41,764,680EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$170,254,418BOYAmt
EOY$148,253,014EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$74,133,723BOYAmt
EOY$75,983,386EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$244,388,141BOYAmt
EOY$224,236,400EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$281,998,260BOYAmt
EOY$266,001,080EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$22,433,924ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,275,468NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,714OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,344,045CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,594,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,608,882CurrentTaxYearMinus1YearAmt
Current Tax Year$5,850,827CurrentTaxYearAmt
Total$25,543,666TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,344,045CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,594,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,608,882CurrentTaxYearMinus1YearAmt
Current Tax Year$5,850,827CurrentTaxYearAmt
Total$25,543,666TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$25,543,666PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,513CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,249CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,769CurrentTaxYearMinus1YearAmt
Current Tax Year$39,206CurrentTaxYearAmt
Total$159,509TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$276,707CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$507,484CurrentTaxYearMinus1YearAmt
Current Tax Year$409,736CurrentTaxYearAmt
Total$1,503,363TotalAmt
FieldValueIRS element (for citing)
Total Support$27,206,538TotalSupportAmt
Public Support CY1700.93890PublicSupportCY170Pct
Public Support PY1700.94650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,950,944BeginningYearBalanceAmt
Contributions$61,116ContributionsAmt
Investment Earnings Or Losses$2,213,529InvestmentEarningsOrLossesAmt
Other Expenditures$1,167,784OtherExpendituresAmt
End Year Balance$30,057,805EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,635,316BeginningYearBalanceAmt
Contributions$288,142ContributionsAmt
Investment Earnings Or Losses$2,146,467InvestmentEarningsOrLossesAmt
Other Expenditures$1,118,981OtherExpendituresAmt
End Year Balance$28,950,944EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,668,043BeginningYearBalanceAmt
Contributions$52,923ContributionsAmt
Investment Earnings Or Losses-$8,033,619InvestmentEarningsOrLossesAmt
Other Expenditures$1,052,031OtherExpendituresAmt
End Year Balance$27,635,316EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,896,078BeginningYearBalanceAmt
Contributions$359,640ContributionsAmt
Investment Earnings Or Losses$7,048,773InvestmentEarningsOrLossesAmt
Other Expenditures$636,448OtherExpendituresAmt
End Year Balance$36,668,043EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,981,783BeginningYearBalanceAmt
Contributions$8,207ContributionsAmt
Investment Earnings Or Losses$3,843,301InvestmentEarningsOrLossesAmt
Other Expenditures$937,217OtherExpendituresAmt
End Year Balance$29,896,078EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED SUPPORT UNDER SPLIT AGREEMENTS$106,695
ANNUITY CONTRACTS-$16,959
FieldValueIRS element (for citing)
Total Liability$89,736TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT PROGRAMS AND SERVICES OFFERED BY AURORA HEALTH CARE, INC. AND AFFILIATES.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ASMC HOPE SHINING BLUE GALAEvent1Nm
Gross Receipts Event1$295,506GrossReceiptsEvent1Amt
Charitable Contri Event1$274,511CharitableContriEvent1Amt
Gross Revenue Event1$20,995GrossRevenueEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$23,662FoodAndBeverageEvent1Amt
Entertainment Event1$5,000EntertainmentEvent1Amt
Other Direct Expenses Event1$159,289OtherDirectExpensesEvent1Amt
Event2ALMC BENEFITEvent2Nm
Gross Receipts Event2$136,670GrossReceiptsEvent2Amt
Charitable Contri Event2$121,265CharitableContriEvent2Amt
Gross Revenue Event2$15,405GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,079RentFacilityCostsEvent2Amt
Food And Beverage Event2$14,068FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$20,127OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$15,000GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$13,960CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,040GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$17,000RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$10,014OthDirectExpnssOtherEventsAmt
Gross Receipts Total$447,176GrossReceiptsTotalAmt
Charitable Contributions Tot$409,736CharitableContributionsTotAmt
Gross Revenue Total Events$37,440GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$19,079RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$37,730FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$189,430OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$251,239DirectExpenseSummaryEventsAmt
Net Income Summary-$213,799NetIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedWIStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AURORA HEALTH CARE FOUNDATION INCBusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 341880AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532341880ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Charitable Distribution RqrYes (1)CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
AURORA HEALTH CARE METRO INC
2900 W OKLAHOMA AVEMILWAUKEEWI53234390806181501(C)(3)$28,920,589$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA HEALTH CARE METRO INC
2900 W OKLAHOMA AVEMILWAUKEEWI53234390806181501(C)(3)$326,624$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AURORA HEALTH CARE CENTRAL INC
PO BOX 341880MILWAUKEEWI53234390930748501(C)(3)$595,936$0FAIR MARKET VALUESUPPORT PROGRAMS
ADVOCATE HEALTH AND HOSPITALS CORPORATION
2025 WINDSOR DRIVEOAK BROOKIL60523362169147501(C)(3)$156,000$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA MEDICAL CENTER OF WASHINGTON COUNTY INC
PO BOX 341880MILWAUKEEWI53234391150165501(C)(3)$35,992$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA HEALTH CARE SOUTHERN LAKES INC
10400 75TH STREETKENOSHAWI53142390806347501(C)(3)$3,519,493$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA HEALTH CARE SOUTHERN LAKES INC
10400 75TH STREETKENOSHAWI53142390806347501(C)(3)$12,933$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AURORA MEDICAL CENTER GRAFTON LLC
975 PORT WASHINGTON RDGRAFTONWI530249201272953799501(C)(3)$175,809$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA HEALTH CARE NORTH INC
5000 MEMORIAL DRIVETWO RIVERSWI54241391211629501(C)(3)$403,459$0FAIR MARKET VALUESUPPORT PROGRAMS
WEST ALLIS MEMORIAL HOSPITAL INC
8901 W LINCOLN AVEWEST ALLISWI53227391022464501(C)(3)$85,463$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA MEDICAL CENTER BAY AREA INC
3003 UNIVERSITY DRIVEMARINETTEWI54143391528430501(C)(3)$275,193$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA MEDICAL CENTER OF OSHKOSH INC
855 N WESTHAVEN DRIVEOSHKOSHWI54904391027676501(C)(3)$210,757$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA PSYCHIATRIC HOSPTIAL INC
1220 DEWEY AVEMILWAUKEEWI53213390872182501(C)(3)$539,481$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA MEDICAL GROUP INC
PO BOX 341880MILWAUKEEWI53234391678306501(C)(3)$1,114,742$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA MEDICAL GROUP INC
PO BOX 341880MILWAUKEEWI53234391678306501(C)(3)$140,057$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AMG ILLINOIS LTD
2025 WINDSOR DRIVEOAK BROOKIL60523362169147501(C)(3)$60,852$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA UW ACADEMIC MEDICAL GROUP
PO BOX 341880MILWAUKEEWI53234391136738501(C)(3)$183,239$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA UW ACADEMIC MEDICAL GROUP
PO BOX 341880MILWAUKEEWI53234391136738501(C)(3)$77,090$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AURORA HEALTH CARE INC
750 W VIRGINIA STMILWAUKEEWI53204391442285501(C)(3)$9,299$0FAIR MARKET VALUESUPPORT PROGRAMS
VISITING NURSE ASSOCIATION OF WISCONSIN INC
11333 W NATIONAL AVEMILWAUKEEWI53227390806180501(C)(3)$1,795,274$0FAIR MARKET VALUESUPPORT PROGRAMS
KRADWELL SCHOOL INC
1220 DEWEY AVEMILWAUKEEWI53213261516765501(C)(3)$282,597$0FAIR MARKET VALUESUPPORT PROGRAMS
KRADWELL SCHOOL INC
1220 DEWEY AVEMILWAUKEEWI53213261516765501(C)(3)$36,367$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AURORA FAMILY SERVICE INC
3200 W HIGHLAND BLVDMILWAUKEEWI53208390806174501(C)(3)$798,505$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA FAMILY SERVICE INC
3200 W HIGHLAND BLVDMILWAUKEEWI53208390806174501(C)(3)$10,000$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AURORA RESEARCH INSTITUTE LLC
960 N 12TH STREET SUITE 411MILWAUKEEWI53234464361213501(C)(3)$1,078,667$0FAIR MARKET VALUESUPPORT PROGRAMS
AURORA RESEARCH INSTITUTE LLC
960 N 12TH STREET SUITE 411MILWAUKEEWI53234464361213501(C)(3)$10,000$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION
AURORA RESEARCH INSTITUTE LLC
960 N 12TH STREET SUITE 411MILWAUKEEWI53234464361213501(C)(3)$336,485$0FAIR MARKET VALUEMEDICAL RESEARCH
ADVOCATE AURORA HEALTH INC
2025 WINDSOR DRIVEOAK BROOKIL60523824184596501(C)(3)$613,662$0FAIR MARKET VALUESUPPORT PROGRAMS
ADVOCATE AURORA HEALTH INC
2025 WINDSOR DRIVEOAK BROOKIL60523824184596501(C)(3)$98,817$0FAIR MARKET VALUESCHOLARSHIPS & EDUCATION

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES IS THROUGH THE USE OF A REVIEW PROCESS THAT REQUIRES APPROVAL FROM AURORA HEALTH CARE FOUNDATION, INC. AND AURORA HEALTH CARE LEADERSHIP AND A COMPLIANCE OFFICER PRIOR TO THE DISBURSEMENT OF GRANT FUNDS. GRANT DISBURSEMENT DETAIL IS ALSO PROVIDED TO THE BOARD FOR REVIEW.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 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
DOMINIC NAKIS
FORMER OFFICER$0$0$0$0$0$3,375,856$0$1,231,323$0$672$0$4,607,851$0$121,372
DENNIS POTTS
DIRECTOR$0$455,675$0$1,496,528$0$779,017$0$315,984$0$8,853$0$3,056,057$0$153,931
BRAD CLARK
ASSISTANT TREASURER$0$1,697,429$0$713,004$0$103,270$0$390,217$0$29,172$0$2,933,092$0$80,691
MARY BETH KINGSTON
DIRECTOR$0$728,872$0$1,184,727$0$584,152$0$315,234$0$20,194$0$2,833,179$0$144,543
CRISTY GARCIA-THOMAS
DIRECTOR, CHAIRPERSON$0$509,625$0$860,536$0$880,921$0$261,383$0$32,216$0$2,544,681$0$140,625
CARRIE KILLORAN
DIRECTOR$0$229,705$0$280,208$0$1,358,358$0$168,981$0$2,047$0$2,039,299$0$119,589
NAN NELSON
TREASURER$0$777,681$0$470,058$0$224,744$0$242,042$0$30,441$0$1,744,966$0$122,557
GABRIELLE FINLEY-HAZLE
DIRECTOR$0$1,000,002$0$0$0$338,180$0$113,297$0$34,581$0$1,486,060$0$10,255
JEFFREY DALEN-BARD
DIRECTOR$0$723,546$0$212,538$0$228,563$0$195,590$0$39,362$0$1,399,599$0$105,536
RACHELLE HART
DIRECTOR, SECRETARY, ASST SECRETARY$0$614,765$0$357,466$0$129,523$0$197,216$0$27,404$0$1,326,374$0$103,904
MICHAEL GREBE
FORMER OFFICER$0$0$0$0$0$1,076,461$0$64,107$0$0$0$1,140,568$0$96,507
MICHAEL KERNS
ASSISTANT SECRETARY$0$124,247$0$132,984$0$577,147$0$104,387$0$28,232$0$966,997$0$80,710
JAMES SLINKMAN
ASSISTANT SECRETARY$0$452,806$0$171,108$0$65,369$0$140,592$0$34,117$0$863,992$0$80,370
SUE DWYER
ASSISTANT TREASURER$0$456,768$0$191,332$0$11,832$0$145,190$0$34,677$0$839,799$0$82,670
RANDY VARJU
DIRECTOR, PRESIDENT$0$5,794$0$0$0$516,926$0$289,213$0$1,883$0$813,816$0$43,947
RACHEL HALVERSON
ASSISTANT TREASURER$0$459,421$0$261,388$0$6,004$0$33,350$0$31,369$0$791,532$0$32,400
STEVE HUSER
FORMER OFFICER$0$0$0$29,530$0$531,706$0$18,835$0$0$0$580,071$0$48,323
JAMES DOHENY
FORMER OFFICER$0$0$0$0$0$531,922$0$17,094$0$9,773$0$558,789$0$43,643
LESLIE WININGER
DIRECTOR, PRESIDENT$267,778$0$47,019$0-$6,314$0$32,444$0$27,820$0$368,747$0$29,986$0
ANDREA PETRIE
VP DEVELOPMENT$191,568$0$43,726$0$1,289$0$7,059$0$1,468$0$245,110$0$6,518$0
ALICIA SMITH
VP DEVELOPMENT$178,922$0$42,497$0$513$0$6,643$0$10,679$0$239,254$0$6,331$0
JEANNIE FISCHER
DIRECTOR DONOR LOYALTY$119,007$0$21,226$0-$10,536$0$2,805$0$30,036$0$162,538$0$0$0
JUDITH STROUT
DEVELOPMENT DIRECTOR$124,311$0$14,864$0-$3,488$0$4,175$0$10,698$0$150,560$0$4,025$0
LESLIE LENZO
FORMER OFFICER$0$0$0$0$0$127,097$0$0$0$0$0$127,097$0$1,796

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINES 4A-BFormAndLineReferenceDesc
ExplanationSCHEDULE 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, LINE 4A: DOMINIC NAKIS - $330,000 JAMES DOHENY - $273,416 MICHAEL KERNS - $349,434 CARRIE KILLORAN - $872,878 STEVE HUSER - $291,941 CRISTY GARCIA-THOMAS - $197,630 MICHAEL GREBE - $330,000 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2024 AS FOLLOWS: NAN NELSON - $122,557 DOMINIC NAKIS - $121,372 RACHELLE HART - $103,904 MICHAEL GREBE - $96,507 MICHAEL KERNS - $80,710 STEVE HUSER - $48,323 JAMES DOHENY - $43,643 RACHEL HALVERSON - $32,400 JAMES SLINKMAN - $80,370 LESLIE LENZO - $1,796 DENNIS POTTS - $153,931 MARY BETH KINGSTON - $144,543 CARRIE KILLORAN - $119,589 GABRIELLE FINLEY-HAZLE - $10,255 JEFFREY DALEN-BARD - $105,536 CRISTY GARCIA-THOMAS - $140,625 RANDY VARJU - $43,947 LESLIE WININGER - $29,986 SUSAN DWYER | SUE DWYER - $82,670 ANDREA PETRIE - $6,518 ALICIA SMITH - $6,331 JUDITH STROUT - $4,025 BRAD CLARK - $80,691ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$215NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$131,666NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$67,482NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution49ContributionCnt
Noncash Contributions Rpt F990$234,948NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT SUPPORT62$77,588FAIR MARKET VALUE
Yes (X)EQUIPMENT2$50,100FAIR MARKET VALUE
Yes (X)OTHER5$12,827FAIR MARKET VALUE
Yes (X)GIFT CARDS25$1,505FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6AURORA HEALTH CARE FOUNDATION, INC. (AHCF) IS ORGANIZED AS A NON-STOCK NONPROFIT CORPORATION WITH A SOLE CORPORATE MEMBER OF AURORA HEALTH CARE, INC. (AHC).
FORM 990, PART VI, SECTION A, LINE 7ATHE CEO OF AURORA HEALTH CARE, INC. MAY APPOINT MEMBERS TO THE GOVERNING BODY OF AURORA HEALTH CARE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BCERTAIN DECISIONS OF THE GOVERNING BODY OF THE AURORA HEALTH CARE FOUNDATION ARE SUBJECT TO APPROVAL BY AURORA HEALTH CARE, INC.
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 12COFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. AHC LEADERSHIP REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTRICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED.
FORM 990, PART VI, SECTION C, LINE 19THE ARTICLES OF INCORPORATION OF AHCF ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. ANY SIGNIFICANT CHANGES MADE TO THE BYLAWS ARE ATTACHED TO THE FORM 990 IN THE YEAR THE CHANGE WAS APPROVED. THE FINANCIAL STATEMENTS ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. ABBREVIATED FINANCIAL INFORMATION IS AVAILABLE, AT A CONSOLIDATED LEVEL, ON THE AURORA HEALTH CARE, INC. WEBSITE.
FORM 990, PART XI, LINE 9:TRANSFER FROM AFFILIATES 0. CHANGE IN SPLIT INTEREST AGREEMENTS 0. OTHER ADJUSTMENTS 6,714.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AURORA HEALTH CARE INC
PO BOX 341880MILWAUKEEWI53234391442285SUPPORT SERVICESWI501(C)(3)LINE 12D, III-ON/A0
AMG ILLINOIS LTD
PO BOX 341880MILWAUKEEWI53234264041287PHYSICIAN SERVICESIL501(C)(3)LINE 3Yes (1)AURORA MEDICAL GROUP INC
KRADWELL SCHOOL INC
1220 DEWEY AVENUEWAUWATOSAWI53213261516765SCHOOLWI501(C)(3)LINE 2Yes (1)AURORA PSYCHIATRIC HOSPITAL INC
AURORA FAMILY SERVICE INC
3200 HIGHLAND BOULEVARDMILWAUKEEWI53233390806174SOCIAL SERVICESWI501(C)(3)LINE 11Yes (1)AURORA HEALTH CARE INC
AURORA MEDICAL GROUP INC
PO BOX 341880MILWAUKEEWI53234391678306PHYSICIAN SERVICESWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
AURORA HEALTH CARE METRO INC
2900 WEST OKLAHOMA AVENUEMILWAUKEEWI53215390806181HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
AURORA HEALTH CARE CENTRAL INC
2636 EASTERN AVENUEPLYMOUTHWI53073390930748HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE METRO INC
AURORA PSYCHIATRIC HOSPITAL INC
1220 DEWEY AVENUEWAUWATOSAWI53213390872192HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE METRO INC
AURORA HEALTH CARE SOUTHERN LAKES INC
252 MCHENRY STREETBURLINGTONWI53105390806347HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
AURORA MEDICAL CENTER OF OSHKOSH INC
855 NORTH WESTHAVEN DRIVEOSHKOSHWI54904391027676HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE NORTH INC
WEST ALLIS MEMORIAL HOSPITAL INC
8901 WEST LINCOLN AVENUEWEST ALLISWI53227391022464HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE METRO INC
AURORA MEDICAL CENTER WASHINGTON COUNTY INC
1032 EAST SUMNER STREETHARTFORDWI53027391150165HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE METRO INC
AURORA ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391595302PHYSICIAN SERVICESWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
AURORA HEALTH CARE NORTH INC
5000 MEMORIAL DRIVETWO RIVERSWI54241391211629HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
VISITING NURSE ASSOCIATION OF WISCONSIN INC
11333 WEST NATIONAL AVENUEWEST ALLISWI53227390806180HOME CARE SERVICESWI501(C)(3)LINE 7Yes (1)AURORA HEALTH CARE INC
AURORA UW ACADEMIC MEDICAL GROUP INC
1020 NORTH 12TH STREETMILWAUKEEWI53233391136738PHYSICIAN SERVICESWI501(C)(3)LINE 11Yes (1)AURORA MEDICAL GROUP INC
AURORA MEDICAL CENTER GRAFTON LLC
975 PORT WASHINGTON AVENUEGRAFTONWI53024272953799HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
AURORA HEALTH CARE MEDICAL GROUP INC
PO BOX 341880MILWAUKEEWI53234474167075PHYSICIAN SERVICESWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC
ADVOCATE HEALTH INC
2025 WINDSOR DROAK BROOOKIL60523824184596SUPPORT SERVICESDE501(C)(16)LINE 12D, III-ON/A0
AURORA MEDICAL CENTER BAY AREA INC
3100 SHORE DRIVEMARINETTEWI54143391528430HOSPITALWI501(C)(3)LINE 3Yes (1)AURORA HEALTH CARE INC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
BAYCARE AURORA LLC
PO BOX 341880MILWAUKEEWI53234391947472HOSPITALWIAURORA MEDICAL GROUP INCRELATED000.61880
WISCONSIN SURGERY CENTER LLC
4131 WEST LOOMIS ROAD SUITE 210GREENFIELDWI53221383661215SURGICAL SERVICESWI00N/A
AURORA GI ASC LLC
2801 WEST KK RIVER PARKWAY 1030MILWAUKEEWI53215461848055PHYSICIAN SERVICESWI00N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AURORA HEALTH CARE VENTURES INC
PO BOX 341880MILWAUKEEWI53234391513129FOR-PROFIT PARENT COMPANYWIN/ACYes (1)
AURORA HEALTH NETWORK INC
PO BOX 341880MILWAUKEEWI53234391817175INACTIVEWIN/ACYes (1)
AURORA PHARMACY INC
PO BOX 341880MILWAUKEEWI53234391733325RETAIL PHARMACYWIN/ACYes (1)
DIVERSIFIED CARE INC
4811 SOUTH 76TH STREETGREENFIELDWI53220391609054TEMPORARY STAFFING AGENCYWIN/ACYes (1)
AURORA RETAIL STORES INC
PO BOX 341880MILWAUKEEWI53234391722937INACTIVEWIN/ACYes (1)
ADVANCED HEALTHCARE INC
3003 WEST GOOD HOPE ROADGLENDALEWI53209391195501PHYSICIAN SERVICESWIN/ACYes (1)
NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOSCIATION INC
PO BOX 341880MILWAUKEEWI53234CONDO ASSOCIATIONWIN/AC0
ADVOCATE AURORA ENTERPRISES INC
PO BOX 341880MILWAUKEEWI53234831836945FOR-PROFIT PARENT COMPANYWIN/AC0
NORTHSHORE HEALTH NETWORK INC
3100 SHORE DRIVEMARINETTEWI54143271389366MANAGED CARE CONTRACTINGWIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
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 OrgYes (1)PerformOfServicesForOthOrgInd
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 (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ADVOCATE HEALTH AND HOSPITALS CORPORATION
R$52,110,617COST
ADVOCATE HEALTH AND HOSPITALS CORPORATION
S$1,106,861COST
ADVOCATE HEALTH AND HOSPITALS CORPORATION
S$34,509,449COST
ADVOCATE AURORA HEALTH INC
M$4,498COST