2016-05-03T07:01:26-05:00 2015-06-30 861065772 Deloitte Tax LLP 111 S Wacker Drive Chicago IL 60606 990 2014-07-01 800710751 Alexian Brothers Specialty Group ALEX 8478185100 3040 West Salt Creek Lane Arlington Heights IL 60005 Paul Belter Director and Secretary/Treasurer 2016-04-29 true Samantha Bokori P01057347 3124861000 2014 2016-08-17 19:52:53Z Mark Frey 3040 West Salt Creek Lane Arlington Heights IL 60005 22054434 false 0928 X www.alexianbrothershealth.org X 2011 IL Specialty physician group in Catholic health system. 3 0 0 0 0 0 0 25884 12048912 21970468 0 0 0 58082 12048912 22054434 0 0 0 0 13928275 27678320 0 0 0 4548887 10193845 18477162 37872165 -6428250 -15817731 1834408 3055927 18696486 47536516 -16862078 -44480589 Alexian Brothers Specialty Group ("ABSG") carries out the healing mission of the Catholic Church as an Alexian Brothers ministry by identifying and developing effective responses to the health needs of those we are called to serve. false false 36687318 22028550 Alexian Brothers Specialty Group (ABSG) is comprised of specialty focused employed physicians of Alexian Brothers Health System (ABHS). The specialties include cardiology, neurosciences and pediatrics. There are nearly 50 patient-centered, compassionate and expertly-trained providers in ABSG. The multiple, convenient locations of ABSG, in both the community and on the campus of the two ABHS acute care hospitals, offer flexible access and prompt treatment for a wide range of issues. About the Alexian Brothers Health System: Alexian Brothers Specialty Group is a member of the Alexian Brothers Health System, a comprehensive and diversified healthcare organization headquartered in the northwest suburbs of Chicago, serving more than two million people. Alexian Brothers Health System is a Ministry Organization of Ascension Health, the largest Catholic health system in the nation. The Alexian Brothers Health System provides the community with a full range of comprehensive healthcare services and access to the most advanced medical technology. We are passionate about delivering exceptional health care and are proud of the powerful, cutting edge technology our skilled professionals are able to access. In addition, we offer a wide range of community health services, corporate wellness programs, preventive care and education. Our ministries exist to continue the Alexian Brothers mission of caring for the sick, the poor and the dying and promoting the physical, mental, spiritual and social health and well-being of all individuals we serve. 36687318 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false X 3 0 true false true false true true true true true false false true true true true true true false false false IL X Antoinette Brown 8478185100 3040 West Salt Creek Lane Arlington Heights IL 60005 PAUL BELTER DIRECTOR & SECRETARY/TREASURER 1.00 56.00 X X 0 568488 68370 MARK FREY DIRECTOR & CHAIRPERSON, PRESIDENT 1.00 58.00 X X 0 1938610 40093 TRACY ROGERS DIRECTOR & VICE PRESIDENT 1.00 54.00 X X 0 712928 81776 DONNA GAUTHIER ASSISTANT SECRETARY 1.00 50.00 X 0 72815 16346 FREDERICK O NELSON CHIEF FINANCIAL OFFICER 17.00 34.00 X 0 201734 11626 BETH TZE VICE PRESIDENT 16.00 33.00 X 0 394711 56206 JACK R CHAMBERLIN MD CARDIOLOGIST & INTERNAL MEDICINE 50.00 0 X 0 737106 28202 MOHAMMED KHAN MD CARDIOLOGIST & ELECTROPHYSIOLOGIST 50.00 0.00 X 0 926962 28133 ANDREI POP MD CARDIOLOGIST 50.00 0 X 0 667910 27530 DANIEL SAURI MD CARDIOLOGIST 50.00 0.00 X 0 845340 22890 SCOTT E TOMASIK MD CARDIOLOGIST 50.00 0 X 0 642924 27530 JIM LEWANDOWSKI FORMER KEY EMPLOYEE 0.00 0.00 X 0 136675 21163 SCOTT PETERSON FORMER KEY EMPLOYEE 0.00 0.00 X 0 345141 38935 0 8191345 468801 0 true true false 0 25884 25884 Net Patient Svcs Rev 621110 21880793 21880793 Intercompany Affiliate 900099 89675 89675 0 0 0 0 21970468 0 0 0 0 0 0 58082 0 58082 0 58082 58082 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22054434 22028550 0 0 X 24522767 24522767 751797 751797 1430872 1430872 972884 972884 4781 4781 6852 6852 4879533 3860634 1018899 0 24213 24213 364825 279656 85169 77040 77040 1792097 1772001 20096 285503 285503 2308 2308 124804 124804 1332519 1332519 ABHN ABHS Management Fees 820238 820238 Dues 114057 65007 49050 Medical Supplies 354507 354507 Licenses & Permits 10568 10568 0 0 0 0 37872165 36687318 1184847 0 91099 40182 999154 2192550 0 0 0 63459 67002 977887 293940 602704 683947 0 0 77992 72246 1834408 3055927 2351816 2090560 0 16344670 45445956 18696486 47536516 X -16862078 -44480589 -16862078 -44480589 1834408 3055927 X -15817731 -11800780 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 343495 107428 236067 609797 186512 423285 24595 24595 683947 Due to affiliates 44920598 Reserve for outstanding insurance losses 525358 45445956 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2015. true true false false false false false false PAUL BELTER DIRECTOR & SECRETARY/TREASURER 0 429933 0 129000 0 9555 0 27619 0 40751 0 636858 0 9555 MARK FREY DIRECTOR & CHAIRPERSON, PRESIDENT 0 715750 0 1205360 0 17500 0 19895 0 20198 0 1978703 0 0 TRACY ROGERS DIRECTOR & VICE PRESIDENT 0 514322 0 156749 0 41857 0 39905 0 41871 0 794704 0 24357 FREDERICK O NELSON CHIEF FINANCIAL OFFICER 0 168238 0 33496 0 0 0 4043 0 7583 0 213360 0 0 BETH TZE VICE PRESIDENT 0 271990 0 84253 0 38468 0 29889 0 26317 0 450917 0 20968 JIM LEWANDOWSKI FORMER KEY EMPLOYEE 0 136675 0 0 0 0 0 0 0 21163 0 157838 0 0 SCOTT PETERSON FORMER KEY EMPLOYEE 0 127890 0 0 0 217251 0 14045 0 24890 0 384076 0 207772 JACK R CHAMBERLIN MD CARDIOLOGIST & INTERNAL MEDICINE 0 591456 0 145650 0 0 0 5200 0 23002 0 765308 0 0 MOHAMMED KHAN MD CARDIOLOGIST & ELECTROPHYSIOLOGIST 0 504314 0 405148 0 17500 0 5200 0 22933 0 955095 0 0 ANDREI POP MD CARDIOLOGIST 0 340006 0 327904 0 0 0 5200 0 22330 0 695441 0 0 DANIEL SAURI MD CARDIOLOGIST 0 324664 0 503737 0 16939 0 5200 0 17690 0 868230 0 0 SCOTT E TOMASIK MD CARDIOLOGIST 0 340176 0 302748 0 0 0 5200 0 22330 0 670455 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation Ascension Health, a related organization of Alexian Brothers Specialty Group, uses the following methods to establish the compensation of the organization's CEO: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Compensation survey or study - Approval by the Board or Compensation Committee Schedule J, Part I, Line 4a Severance or change-of-control payment The following individual listed in Schedule J was paid the referenced amount of severance in calendar 2014: Scott Peterson - $192,708 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan ALEXIAN BROTHERS HEALTH SYSTEM OFFERS A SUPPLEMENTAL NONQUALIFIED EMPLOYEE RETIREMENT PLAN TO ALL EMPLOYEES WHO PARTICIPATE IN THE EXECUTIVE BENEFITS PROGRAM AND WHOSE COMPENSATION EXCEEDS THE IRS ALLOWABLE LIMIT FOR A QUALIFIED PENSION PLAN. THE PURPOSE OF THE PLAN IS TO RESTORE RETIREMENT BENEFITS THAT ARE RESTRICTED BECAUSE OF COMPENSATION LIMITS FOR THE EXECUTIVES. PAYMENTS WERE MADE TO THE FOLLOWING INDIVIDUALS LISTED IN PART VII DURING THE YEAR: JIM LEWANDOWSKI $136,675. Form 990, Part V, Line 1a NUMBER OF FORM 1099'S ALEXIAN BROTHERS HEALTH SYSTEM, A RELATED ORGANIZATION OF ALEXIAN BROTHERS SPECIALTY GROUP, USES A COMMON BANK ACCOUNT TO COMPENSATE ALL INDEPENDENT CONTRACTORS WITHIN THE HEALTH SYSTEM. THE NUMBER ATTRIBUTABLE TO EACH ORGANIZATION IS NOT EASILY DISTINGUISHED. THE TOTAL NUMBER OF FORMS 1099 FILED FOR THE ENTIRE HEALTH SYSTEM APPEARS ON PART V, LINE 1A OF THE ALEXIAN BROTHERS HEALTH SYSTEM FORM 990. Form 990, Part VI, Line 15b COMPENSATION OF OFFICERS IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S CEO, THE PROCESS, PERFORMED BY ASCENSION HEALTH, A RELATED ORGANIZATION OF ALEXIAN BROTHERS SPECIALTY GROUP, INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE CEO WAS COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE COMMITTEE MINUTES. THE INDIVIDUAL WAS NOT PRESENT WHEN HIS COMPENSATION WAS DECIDED. IN DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE PROCESS PERFORMED BY ALEXIAN BROTHERS HEALTH SYSTEM, A RELATED ORGANIZATION OF ALEXIAN BROTHERS SPECIALTY GROUP, INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION WERE COMPARED TO OTHER SIMILARLY SITUATED ORGANIZATIONS' EMPLOYEES THAT HOLD THE SAME OR SIMILAR TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION BY THE COMPENSATION COMMITTEE, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE MINUTES. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS MARK FREY, TRACY ROGERS, BETH TZE, PAUL BELTER, FREDERICK O. NELSON AND DONNA GAUTHIER HAVE A BUSINESS RELATIONSHIP DUE TO A JOINT EMPLOYMENT BY A COMMON HEALTH SYSTEM ENTITY. Form 990, Part VI, Line 4 Significant changes to organizational documents To identify that the Alexian Brothers Specialty Group is part of an affiliation comprising a regional comprehensive health care delivery network operated and managed by Alexian Brothers-AHS Midwest Region Health Co. (the "Joint Operating Company"). With respect to the Corporation, the authority granted to the Corporation's Board of Directors or otherwise reserved to Alexian Brothers Health System ("ABHS") under the Corporation's Bylaws is subject to the authority granted to the Joint Operating Company and its members and sponsors under the Affiliation Agreement and the Joint Operating Company Bylaws. Form 990, Part VI, Line 6 Classes of members or stockholders Alexian Brothers Specialty Group has two classes of corporate members, Alexian Brothers Health System (the "National Member") and Alexian Brothers Hospital Network (the "Area Member"). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Subject to the ratification of the Board of Alexian Brothers - AHS Midwest Region Health Co., the Alexian Brothers Health System has the authority to appoint and remove Directors and Executive Officers of Alexian Brothers Specialty Group. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders All decisions that have a material impact to Alexian Brothers Specialty Group's financial information or corporation as a whole are subject to approval by the National Member, Alexian Brothers Health System, subject to the approval of Alexian Brothers - AHS Midwest Region Health Co. Form 990, Part VI, Line 11b Review of form 990 by governing body Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board members are provided the Form 990 and management team members are available to answer any Board Members' questions. Form 990, Part VI, Line 12c Conflict of interest policy The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. Form 990, Part VI, Line 19 Required documents available to the public The financial statements of Alexian Brothers Specialty Group are available through the Office of the Illinois Attorney General. Conflict of Interest statements and the governing documents of Alexian Brothers Specialty Group are not made available to the public. Form 990, Part IX, Line 11g Other Fees Purchases Services - Billing fees - Total Expense: 1309222, Program Service Expense: 1309222, Management and General Expenses: , Fundraising Expenses: ; Purchased Services - Total Expense: 1107275, Program Service Expense: 88376, Management and General Expenses: 1018899, Fundraising Expenses: ; Other Fee for Service - Total Expense: 304339, Program Service Expense: 304339, Management and General Expenses: , Fundraising Expenses: ; Medical Fees - Total Expense: 2158697, Program Service Expense: 2158697, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfers to/from affiliate - -11800780; Form 990, Part XII, Line 2b AUDIT DISCLOSURE The activity of Alexian Brothers Specialty Group is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of Alexian Brothers Specialty Group is completed. Ascension Health Alliance's audit committee assumes responsibility for oversight of the audit of the financial statements. The audited financial statements are of Ascension Health Alliance and Affiliates, which include the activity of Alexian Brothers Specialty Group. Schedule A, Part I, Line 3 Hospital organization The Internal Revenue Service has issued different definitions of a "hospital" for Form 990 Schedules A and H. Although Alexian Brothers Specialty Group qualifies as a hospital for purposes of Schedule A, the organization operates physician care practices but does not operated a state licensed hospital as required for Form 990, Schedule H. Alexian Brothers Specialty Group is not recognized as a hospital by the State of Illinois and, as such, is not required to complete Form 990, Schedule H. Alexian Brothers - AHS Midwest Region Health Co 3040 W Salt Creek Lane Arlington Heights IL 60005 472360513 Joint Operating Company IL 501(c)(3 Type II NA false Ascension Health Alliance PO Box 45998 St Louis MO 631455998 453358926 National Health System MO 501(c)(3 Type I NA false Ascension Health PO Box 45998 St Louis MO 63145 311662309 National Health System MO 501(c)(3 Type I Ascension Health Alliance false Alexian Brothers Bonaventure House 825 Wellington Avenue Chicago IL 60657 363527899 Housing and supportive care services for persons with HIV/AIDS IL 501(c)(3 9 Alexian Brothers Health System true Alexian Brothers Health System 3040 W Salt Creek Lane Arlington Heights IL 60005 363260495 Supports the provision of healthcare services for related corporations for which it is a member IL 501(c)(3 Type III-FI Ascension Health false Alexian Brothers Health System Inc Investment Trust 3040 W Salt Creek Lane Arlington Heights IL 60005 363801585 Manages pooled investments of related not-for-profit entities IL 501(c)(3 Type III-FI Alexian Brothers Health System true Alexian Brothers of San Jose Inc 3040 W Salt Creek Lane Arlington Heights IL 60005 941530037 Acute care hospital (sold in 1998) TX 501(c)(3 Type I Alexian Brothers Health System true Alexian Brothers Services Inc 3040 W Salt Creek Lane Arlington Heights IL 60005 431295333 HUD housing MO 501(c)(3 9 Alexian Brothers Health System true Alexian Brothers Senior Ministries 3040 W Salt Creek Lane Arlington Heights IL 60005 364484290 Supports the provision of healthcare for related corporations IL 501(c)(3 Type III-FI Alexian Brothers Health System true Alexian Brothers Hospital Network 3040 W Salt Creek Lane Arlington Heights IL 60005 363276552 Supports the provision of healthcare services for related corporations IL 501(c)(3 Type III-FI Alexian Brothers Health System true Alexian Brothers Medical Center 800 Biesterfield Road Elk Grove Village IL 60007 362596381 Acute care hospital TX 501(c)(3 3 Alexian Brothers Health System true Savelli Properties Inc 3040 W Salt Creek Lane Arlington Heights IL 60005 363308965 Owns or leases properties where healthcare services are delivered IL 501(c)(2 Alexian Brothers Health System true Alexian Brothers Behavioral Health Hospital 1650 Moon Lake Blvd Hoffman Estates IL 60169 364251848 Behavioral health hospital IL 501(c)(3 3 Alexian Brothers Health System true St Alexius Medical Center 1555 Barrington Road Hoffman Estates IL 60194 364251846 Acute care hospital IL 501(c)(3 3 Alexian Brothers Health System true Alexian Brothers Ambulatory Group 3040 W Salt Creek Lane Arlington Heights IL 60005 364336931 Physician services IL 501(c)(3 3 Alexian Brothers Health System true Alexian Brothers Center for Mental Health 3436 N Kennicott Avenue Arlington Heights IL 60004 363045007 Outpatient community mental health services IL 501(c)(3 9 Alexian Brothers Health System true Alexian Brothers Medical Care Group NFP 3040 W Salt Creek Lane Arlington Heights IL 60005 471930457 Physician services IL 501(c)(3 3 Alexian Brothers Health System true Alexian Rehabilitation Services LLC 935 Beisner Elk Grove Village IL 60007 300221481 Rehabilitation hospital IL NA N/A false false Illinois NeuroMeg Center LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 870783164 Provision of NeuroMeg services IL NA N/A false false Elk Grove MOB Limited Partnership 3040 W Salt Creek Lane Arlington Heights IL 60005 363853289 Medical office building IL NA N/A false false Bonaventure Medical Foundation LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 363978153 Manages managed care contracts DE NA N/A false false Neurosciences Equipment LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 861115516 Ownership of Gamma Knife IL NA N/A false false St Alexius Center for Sleep Health LLC 1300 S Main Street Lombard IL 60148 205876371 Operation of sleep lab IL NA N/A false false Thelen Corporation 3040 W Salt Creek Arlington Heights IL 60005 363266316 Owns/ leases property; joint venture partner IL NA C Corporation true Alexian Brothers Health Providers Association Inc 3040 W Salt Creek Arlington Heights IL 60005 363853286 Messenger model IPA IL NA C Corporation true Alexian Village of Elk Grove 3040 W Salt Creek Arlington Heights IL 60005 352211303 Tax credit financed housing IL NA C Corporation true false false true false false false false false false false false false false false false true false true true Alexian Brothers Hospital Network P 154996 FMV Alexian Brothers Health System R 11800780 FMV Alexian Brothers Health System S 40673545 FMV