ADVOCATE CHARITABLE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATE CHARITABLE FOUNDATION (EIN 36-3297360)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349302970
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T11:42:30-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363297360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % James Doheny | InCareOfNm |
| Business Name Control | ADVO | BusinessNameControlTxt |
| Phone | 6309296965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY SUITE 600 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DOWNERS GROVE | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Doheny | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2014-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Randy Varju | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 Highland Parkway | AddressLine1 |
| City | Downers Grove | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,428,278 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.advocatehealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 87 | TotalEmployeeCnt |
| Total Volunteers | 289 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $38,543,606 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,774,879 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,407,564 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,739,686 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$633,766 | PYOtherRevenueAmt |
| CY Other Revenue | -$545,209 | CYOtherRevenueAmt |
| PY Total Revenue | $43,317,404 | PYTotalRevenueAmt |
| CY Total Revenue | $45,969,356 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,180,784 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,657,462 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,614,443 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,882,239 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $547,050 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $496,079 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,715,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,515,593 | PYOtherExpensesAmt |
| CY Other Expenses | $2,245,015 | CYOtherExpensesAmt |
| PY Total Expenses | $31,857,870 | PYTotalExpensesAmt |
| CY Total Expenses | $28,280,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,459,534 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,688,561 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $163,536,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,671,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,049,603 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,774,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $153,486,745 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $176,897,380 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To embrace the mission of Advocate Health Care (a not-for-profit family of hospitals and caregivers), cultivate philanthropic partnerships, and increase charitable support of Advocate Health Care's clinical, education and research programs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,802,206 | ExpenseAmt |
| Grant | $16,531,860 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GENERAL AND CLINICAL SUPPORT DONOR GIFTS WERE USED TO SUPPORT CLINICAL PROGRAMS BY REIMBURSING OPERATING EXPENSES AND BY PROVIDING CAPITAL EXPENDITURES FOR EQUIPMENT AND FACILITIES RENOVATION AND CONSTRUCTION. PROGRAMS FOR SPECIAL NEEDS PATIENTS SUPPORT INCLUDED AN ADULT DOWN SYNDROME CLINIC, DENTAL CARE FOR THE DISABLED, CHILDHOOD SEXUAL TRAUMA THERAPY, OLDER ADULT SERVICES, PEDIATRIC DEVELOPMENT EVALUATIONS AND TREATMENTS, AND NEONATAL BEREAVEMENT COUNSELING. CLINIC PROGRAMS WERE ENHANCED THROUGH CAPITAL PURCHASES SUCH AS EQUIPPING EMERGENCY ROOMS, RENOVATIONS OF SURGICAL SUITES, EXPANSIONS OF CARDIAC AND CANCER CARE CENTER, DIAGNOSTIC IMAGING EQUIPMENT, AND REMODELING OF NEONATAL INTENSIVE CARE UNITS. COMMUNITY OUTREACH PROGRAMS SUPPORTED BY GIFTS INCLUDED SCHOOL-BASED HEALTH CLINICS, DENTAL PROGRAMS FOR SPECIAL NEEDS POPULATIONS, FAITH COMMUNITY PARTNERSHIPS INCLUDING PARISH NURSING, CHILDHOOD IMMUNIZATIONS, CHILD DEVELOPMENT EDUCATION, SAFETY PROGRAMS, PATIENT FAMILY SUPPORT, ADDICTION COUNSELING, HEALTH COMMUNICATION FOR THE DEAF, AND ASTHMA MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $628,153 | ExpenseAmt |
| Grant | $618,046 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS AND EDUCATION PROGRAMS DONOR GIFTS WERE USED TO SUPPORT EDUCATION OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS, CONTINUING EDUCATION OF MEDICAL STAFF PHYSICIANS, PASTORAL CARE (HOSPITAL CHAPLAIN) EDUCATION, ADMINISTRATIVE FELLOWSHIPS, ACCREDIATION TRAINING FOR PARAMEDICS, FELLOWSHIPS IN HEALTH CARE ADMINISTRATION, A NURSING RESIDENCY, AND CONTINUING EDUCATION OF ADVOCATE AND COMMUNITY CAREGIVERS ESPECIALLY NURSES AND CLINICAL TECHNICIANS. MEDICAL LIBRARIES AND CLINICAL EDUCATION LEARNING CENTERS WERE ENHANCED BY DONOR GIFTS. THE SYSTEM EDUCATED ABOUT 1,400 MEDICAL STUDENTS, ABOUT 600 MEDICAL RESIDENTS AND FELLOWS, ABOUT 100 PASTORAL CARE STUDENTS, AND MORE THAN 10,000 NURSES AND OTHER CAREGIVERS. SCHOLARSHIPS ARE PROVIDED FOR CONTINUING EDUCATION OF EMPLOYEES AND TO STUDENTS IN HIGH SCHOOL AND COLLEGE INTERESTED IN HEALTH CARE OCCUPATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $508,001 | ExpenseAmt |
| Grant | $499,827 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MEDICAL RESEARCH DONOR GIFTS WERE USED TO SUPPORT BOTH BASIC RESEARCH IN PEDIATRIC ONCOLOGY AND CLINICAL RESEARCH IN THE AREAS OF ADULT ONCOLOGY, CARDIOLOGY, ADDICTION MEDICINE, RENAL DISEASE, NEONATAL CARE, EMERGENCY MEDICINE, NURSING CLINICAL PROCEDURES, AND PEDIATRIC ONCOLOGY. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D SMALL GIFTS ARE MADE TO UNRELATED 501(C)(3) CHARITIES AS MEMORIAL GIFTS FOR DECEASED MEMBERS OF FAMILIES OF DONORS AND ADVOCATE ASSOCIATES. ALSO INCLUDED ARE THE TAX DEDUCTIBLE PORTION OF TICKETS TO EVENTS SPONSORED BY RELATED 501(C)(3) CHARITIES WHICH DONATE TO ADVOCATE PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,855 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $7,729 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,946,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 87 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Doheny | PersonNm |
| Phone | 6309295543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 Highland Parkway Suite 600 | AddressLine1 |
| City | Downers Grove | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Randy Varju | |||||||||
| President of ACF, Director | 40.0 | 0.0 | Yes (X) | Yes (X) | $430,381 | $0 | $52,861 | ||
| Terry Graber | |||||||||
| Chairperson, Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Byrnes | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Chapman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Dr Robert Davis | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard George | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Giangrasso MD | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Raj Gupta | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Darrell Hill | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Frank Igleski | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tarek Karaman MD | |||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $473,952 | $41,235 | |||
| William Keyser | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tricia Snyder Lewis | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Mallicoat | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ed Malysiak | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Larry Manson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Melvin | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Vern McGinnis | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Molehouse | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kerry Nelson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Conrad Von Peterfly | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Francesca Popper MD | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elaine Schmitt | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Teresa Siewert | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Sheehan | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nathaniel Sher | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Skogsbergh | |||||||||
| Director | 1.0 | 43.0 | Yes (X) | $0 | $4,844,462 | $2,167,252 | |||
| Daniel Sullivan | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Templeton | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeanne Varwig | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tamara Lemke | |||||||||
| VP, Operations | 40.0 | 0.0 | Yes (X) | $111,390 | $0 | $22,846 | |||
| Douglas Diefenbach | |||||||||
| VP, Campaign Strategy & Comm. | 40.0 | 0.0 | Yes (X) | $119,241 | $0 | $19,837 | |||
| Barbara Giloth | |||||||||
| VP, Prog Devt Fnd, Govt & Corp | 40.0 | 0.0 | Yes (X) | $161,345 | $0 | $25,934 | |||
| Patricia Smith-Calascibetta | |||||||||
| VP, Finance | 40.0 | 0.0 | Yes (X) | $110,984 | $0 | $30,995 | |||
| James M Hohner | |||||||||
| VP, Finance | 40.0 | 0.0 | Yes (X) | $201,849 | $0 | $119,871 | |||
| Susan Mongillo | |||||||||
| VP, Planned Giving | 40.0 | 0.0 | Yes (X) | $163,763 | $0 | $39,028 | |||
| James Doheny | |||||||||
| Treasurer | 1.0 | 46.0 | Yes (X) | $0 | $439,005 | $55,680 | |||
| Gail D Hasbrouck | |||||||||
| Secretary | 1.0 | 45.0 | Yes (X) | $0 | $1,100,893 | $214,228 | |||
| Mary S Matthews | |||||||||
| Assistant Secretary | 1.0 | 41.0 | Yes (X) | $0 | $243,562 | $32,308 | |||
| Dominic J Nakis | |||||||||
| Assistant Treasurer | 1.0 | 43.0 | Yes (X) | $0 | $1,696,068 | $391,739 | |||
| Anedra Kerr | |||||||||
| VP, Development | 40.0 | 0.0 | $171,521 | $0 | $23,425 | Yes (X) | |||
| Susan Aberholden | |||||||||
| VP, Development | 40.0 | 0.0 | $167,977 | $0 | $14,768 | Yes (X) | |||
| Jo Amick | |||||||||
| VP, Development | 40.0 | 0.0 | $164,359 | $0 | $22,583 | Yes (X) | |||
| Robert Barto | |||||||||
| VP, Development | 40.0 | 0.0 | $153,023 | $0 | $27,631 | Yes (X) | |||
| Scott Ford | |||||||||
| VP, Development | 40.0 | 0.0 | $152,804 | $0 | $37,473 | Yes (X) | |||
| Susan Ell | |||||||||
| President of ACF, Director | 0.0 | 0.0 | $133,891 | $0 | $7,330 | Yes (X) | |||
| Marc Silver MD | |||||||||
| Director | 1.0 | 0.0 | $0 | $628,004 | $39,545 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,242,528 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,425,946 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,386,569 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Swissotel Chicago | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 East Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Banquet Services | ServicesDesc |
| Compensation | $100,890 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $4,607,749 | FundraisingAmt |
| Related Organizations | $10,800,000 | RelatedOrganizationsAmt |
| Government Grants | $673,250 | GovernmentGrantsAmt |
| All Other Contributions | $23,693,880 | AllOtherContributionsAmt |
| Noncash Contributions | $607,785 | NoncashContributionsAmt |
| Total Contributions | $39,774,879 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,081,469 | TotalRevenueColumnAmt |
| Exclusion | $3,081,469 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,340,621 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,682,404 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,658,217 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,658,217 | TotalRevenueColumnAmt |
| Exclusion | $3,658,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,115,606 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,607,749 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,693,577 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$577,971 | TotalRevenueColumnAmt |
| Exclusion | -$577,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $115,703 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $82,941 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,762 | TotalRevenueColumnAmt |
| Exclusion | $32,762 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,969,356 | TotalRevenueColumnAmt |
| Exclusion | $6,194,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,657,462 | TotalAmt |
| Program Services | $17,657,462 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,935 | TotalAmt |
| Program Services | $162,460 | ProgramServicesAmt |
| Management And General | $64,984 | ManagementAndGeneralAmt |
| Fundraising | $835,491 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,454,666 | TotalAmt |
| Program Services | $41,216 | ProgramServicesAmt |
| Management And General | $56,537 | ManagementAndGeneralAmt |
| Fundraising | $5,356,913 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,477 | TotalAmt |
| Program Services | $9,921 | ProgramServicesAmt |
| Management And General | $5,919 | ManagementAndGeneralAmt |
| Fundraising | $301,637 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,635 | TotalAmt |
| Program Services | $19,801 | ProgramServicesAmt |
| Management And General | $11,814 | ManagementAndGeneralAmt |
| Fundraising | $602,020 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,526 | TotalAmt |
| Program Services | $12,923 | ProgramServicesAmt |
| Management And General | $7,710 | ManagementAndGeneralAmt |
| Fundraising | $392,893 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$571 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | -$571 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,820 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,820 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $476 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,079 | TotalAmt |
| Fundraising | $496,079 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,867 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $191,867 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,216 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $177,216 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,716 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $300,716 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,856 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $101,856 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,221 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $28,221 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,661 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $224,661 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,830 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $59,830 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,445 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,445 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PLEDGES NOT RECEIVED | $186,730 | $0 | $0 | $186,730 |
| Fundraising Meeting | $395,380 | $0 | $0 | $395,380 |
| TRAINING & DVLPMNT & ORG/HOSP | $437,461 | $42,432 | $0 | $395,029 |
| Bank Fees | $86,140 | $0 | $86,140 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,767 | TotalAmt |
| Fundraising | $29,767 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,280,795 | TotalAmt |
| Program Services | $17,946,215 | ProgramServicesAmt |
| Management And General | $618,820 | ManagementAndGeneralAmt |
| Fundraising | $9,715,760 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,018,764 | BOYAmt |
| EOY | $8,370,012 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,495,968 | BOYAmt |
| EOY | $18,103,135 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,678 | BOYAmt |
| EOY | $177,543 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,798,762 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,636,734 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,561 | BOYAmt |
| EOY | $162,028 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,070,901 | BOYAmt |
| EOY | $131,126,419 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,108,321 | BOYAmt |
| EOY | $2,533,342 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,353,155 | BOYAmt |
| EOY | $24,198,495 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,536,348 | BOYAmt |
| EOY | $184,671,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,770,332 | BOYAmt |
| EOY | $1,864,048 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,279,271 | BOYAmt |
| EOY | $5,910,546 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,049,603 | BOYAmt |
| EOY | $7,774,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,794,367 | BOYAmt |
| EOY | $19,280,869 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,278,150 | BOYAmt |
| EOY | $110,050,266 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,414,228 | BOYAmt |
| EOY | $47,566,245 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,486,745 | BOYAmt |
| EOY | $176,897,380 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,536,348 | BOYAmt |
| EOY | $184,671,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,688,561 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,944,642 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $777,432 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,579,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,972,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,021,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,543,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,774,879 | CurrentTaxYearAmt |
| Total | $151,891,859 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,579,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,972,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,021,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,543,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,774,879 | CurrentTaxYearAmt |
| Total | $151,891,859 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $62,119,397 | SubstantialContributorsTotAmt |
| Public Support Total170 | $89,772,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,064,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,568,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,465,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,503,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,081,469 | CurrentTaxYearAmt |
| Total | $15,682,887 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $167,574,746 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,328,026 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53572 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53555 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $476 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $476 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | The amount of lobbying expenses reported on Schedule C, part II-B, LINE 1I is the amount of ACF's membership dues to the Association of Fundraising professionals allocated towards advocacy efforts. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,523,317 | BeginningYearBalanceAmt |
| Contributions | $2,526,148 | ContributionsAmt |
| Investment Earnings Or Losses | $4,569,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $83,455 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,615,893 | OtherExpendituresAmt |
| End Year Balance | $50,920,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,117,758 | BeginningYearBalanceAmt |
| Contributions | $6,763,590 | ContributionsAmt |
| Investment Earnings Or Losses | $4,656,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $79,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $934,446 | OtherExpendituresAmt |
| End Year Balance | $45,523,317 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,626,071 | BeginningYearBalanceAmt |
| Contributions | $722,153 | ContributionsAmt |
| Investment Earnings Or Losses | -$95,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $73,262 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,061,222 | OtherExpendituresAmt |
| End Year Balance | $35,117,758 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,662,363 | BeginningYearBalanceAmt |
| Contributions | $9,464,311 | ContributionsAmt |
| Investment Earnings Or Losses | $3,652,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $75,423 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,077,420 | OtherExpendituresAmt |
| End Year Balance | $35,626,071 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,441,998 | BeginningYearBalanceAmt |
| Contributions | $734,226 | ContributionsAmt |
| Investment Earnings Or Losses | $4,767,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $280,868 | OtherExpendituresAmt |
| End Year Balance | $23,662,363 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $354,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,255 | DepreciationAmt |
| Book Value | $70,256 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,444,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,352,479 | DepreciationAmt |
| Book Value | $91,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $162,028 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from affiliates | $638,605 |
| Interest on external trust | $18,006,060 |
| Estate receivables | $858,523 |
| Other accounts receivable | $187,839 |
| Prepaid executive insurance | $41,308 |
| Farmland | $4,466,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,198,495 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to affiliates | $2,964,451 |
| Annuities and trusts liabilities | $2,946,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,910,546 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,561,345 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,561,345 | RevenueSubtotalAmt |
| Other Revenues Not Included | $44,408,011 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $44,408,011 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,969,356 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,817,312 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $11,817,312 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $16,463,483 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,463,483 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,280,795 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule D, Part V, Line 4 | At 12/31/2013, Advocate Charitable Foundation had 73 active endowments. The purpose of each endowment is based either on the program/project beneficiary designated by the lead donor or by a public solicitation for gifts through ACF. Except for older endowments, each endowment's purpose is documented in a memo of understanding signed by the site president, the Foundation president, and the lead donor if applicable. All of the endowments are in a single investment portfolio which allocates investment income and related expenses to each endowment based on the endowment's share of the portfolio's investments. A spending policy by the ACF Board defines annual transfers to a spending fund for each endowment based on 4% of each endowment's market value. The endowments are subject to the "Uniform Management of Institutional Funds Act" of the State of Illinois. |
| FORM 990, SCHEDULE D, PART XI, LINE 4B | FORM 990, SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN Direct public support treated as increase in net assets $25,439,641 Pledge discount $(2,119,313) Special event non-cash gifts $ 373,551 Net Asset Transfer from AHCN $10,800,000 Investment income (includes dividends & interest) $ 3,081,469 Realized Gain from sale of net assets $ 3,658,217 Government grants $ 673,250 Net surplus from special events treated as inc in net assets on the audited financial statements $ 2,501,196 ----------- Total $44,408,011 FROM 990, SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN Other grants treated as decreases in net assets $17,683,492 Contributions to external 501c3 organizations, less than $5,000 $ 7,731 Event expenses $(1,693,577) Gaming expenses $ (82,941) Expenses from use of non-cash gifts in kind $ 373,551 Loss on sale of assets $ 30,215 Pledges not received $ 186,730 Fundraising expense $ (41,718) ------------ Total $16,463,483 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Alford Group 1603 Orrington Evanst | ||||||||
| 1603 Orrington | Evanston | IL | 60201 | Campaign- CMC | false | $2,285,491 | $27,196 | $2,258,295 |
| Alford Group 1603 Orrington Evanst | ||||||||
| 1603 Orrington | Evanston | IL | 60201 | Campaign- EUR | false | $505,085 | $21,236 | $483,849 |
| Alford Group 1603 Orrington Evanst | ||||||||
| 1603 Orrington | Evanston | IL | 60201 | Campaign- IMMC | false | $1,701,310 | $55,265 | $1,646,045 |
| Community Counseling Service PO Box | ||||||||
| PO Box 824885 | Philadelphia | PA | 19182 | Campaign- SHEP | false | $12,081,988 | $35,450 | $12,046,538 |
| Community Counseling Service PO Box | ||||||||
| PO Box 824885 | Philadelphia | PA | 19182 | Campaign- Sam | false | $841,275 | $50,000 | $791,275 |
| Copley Raff 233 Needhan Newton MA | ||||||||
| 233 Needhan | Newton | MA | 02464 | Mailings | false | $73,178 | $211,539 | -$138,361 |
| DR2 LLC 8205 Chivalry Annandale VA | ||||||||
| 8205 Chivalry | Annandale | VA | 22003 | Mailings | false | $73,178 | $12,750 | $60,428 |
| Jasculca Terman Assoc 730 N Frank | ||||||||
| 730 N Franklin | Chicago | IL | 60610 | Some events | false | $3,768,198 | $56,593 | $3,711,605 |
| Stetler Company 10435 NEW YK DES MO | ||||||||
| 10435 New York | Des Moines | IA | 50322 | Plan Gift NEWS | false | $0 | $26,050 | -$26,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $21,329,703 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $496,079 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $20,833,624 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Christ Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,586,576 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,395,720 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $190,856 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,413 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $70,018 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $153,580 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,775 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $136,470 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Luth Gen Gala | NameOfEvent2Amt |
| Gross Receipts Event2 | $437,869 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $317,879 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $119,990 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $431 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $81,925 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,645 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $65,224 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,637,130 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,832,370 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $804,760 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | -$3,411 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $2,838 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $375,722 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $273,524 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $61,465 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $434,458 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $5,661,575 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,545,969 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,115,606 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | -$998 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,269 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $527,665 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $447,749 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $79,740 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $636,152 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,693,577 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$577,971 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $115,703 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $35,486 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $47,455 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.15000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $115,703 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $35,486 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $47,455 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $82,941 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $32,762 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.05000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.95000 | GamingOtherFacilityPct |
| Individual With Books | Pat Smith-Calascibetta | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 Highland Parkway Suite 600 | AddressLine1 |
| City | Downers Grove | City |
| State | IL | State |
| ZIP Code | 605151288 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ACF Events Team Staff Members | GamingManagerPersonNm |
| Gaming Manager Services Prov | Counting receipts, supervise volunteers and staff | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE G, Part I | Supplemental Information NO VENDORS ARE PAID A PERCENTAGE OF DONATIONS GENERATED, BUT ARE REIMBURSED FOR THEIR PROFESSIONAL SERVICES AND RELATED EXPENSES (E.G. POSTAGE AND PRINTING) THROUGH INVOICES. ALL DONATIONS GENERATED ARE SENT DIRECTLY BY THE DONOR TO THE CHARITY AND ARE RETAINED IN FULL BY THE CHARITY. PAYMENTS FOR PROFESSIONAL SERVICES AND EXPENSES ARE SEPARATELY IDENTIFIED IN CONTRACTS AND BILLED INVOICES. DEPENDING ON THE SPECIFIC MAIL APPEAL, OTHER VENDORS MAY PROVIDE GRAPHIC DESIGN, PRINTING, OR MAILING SERVICES. REMINDERS FOR PROMISED PAYMENTS ARE SENT TO THE DONOR BY THE CHARITY AND THOSE PAYMENTS GO DIRECTLY TO THE CHARITY. NO PHONE APPEALS HAVE BEEN MADE SINCE 2010. MAIL APPEALS AND EVENTS ARE IMPORTANT SOURCES OF NEW DONORS AND THE COST TO ATTRACT A NEW DONOR CAN BE SUBSTANTIAL. THE EVENTS PLANNING CONSULTANT WORKS WITH STAFF AND VOLUNTEER GALA COMMITTEES TO CREATE THE EVENT THEME, IDENTIFY VENUES, PLAN THE MENU, AND HELP IMPLEMENT THE EVENT. ALL DECISIONS ARE MADE BY THE CHARITY'S STAFF. FORM 990, SCHEDULE G, PART II THE CHARITY WAS THE SPONSOR OF 8 GOLF EVENTS, 8 DINNER DANCES, 2 WALKS/RUNS, AND 22 OTHER EVENTS (CONCERTS, SPORTS, LUNCHEONS, FASHION SHOWS AND SANTA BREAKFAST). THE EXCLUSION OF EVENT CONTRIBUTIONS FROM SCHEDULE G UNDERSTATES THE PROFITABILITY OF EVENTS. THE NET INCOME FROM EVENTS (SCHEDULE G, PART II, LINE 11 AS WELL AS FORM 990, PART VIII, LINE 8C) SHOW A LOSS OF $577,971, HOWEVER THAT EXCLUDES $4,607,749 OF RELATED DONATIONS (FORM 990, PART VIII, LINE 1C). EVENTS REVENUE FOR SCHEDULE G REPRESENT ONLY THAT PORTION FOR WHICH THE DONOR RECEIVES VALUE (COST OF AUCTION ITEM AND MARKET VALUE FOR FOOD/ENTERTAINMENT RECEIVED). REVENUES FROM DONATED GIFTS-IN-KIND FOR USE IN AUCTIONS ARE ALSO EXCLUDED FROM SCHEDULE G, PART II, LINE 11, BUT THE RELATED EXPENSES FOR USE OF THOSE AUCTION "PRIZES ARE INCLUDED". ALSO INCLUDED AS EXPENSE FOR SCHEDULE G ARE EXPENSE ITEMS NOT "OF VALUE" TO THE DONOR (E.G. INVITATIONS PRINTING/POSTAGE AND TENTS FOR CATERERS) WHICH HAVE TO BE COVERED BY THE DONATIONS TO THE EVENT EXCLUDED FROM SCHEDULE G. THE CHARITY REPORTS THE TAX DEDUCTIBLE AMOUNTS FOR TICKETS AND AUCTION PURCHASES AS REQUIRED BY THE IRS. GAMING FORM 990, SCHEDULE G, PART III GAMING BY THE CHARITY CONSISTED OF ONLY RAFFLE TICKETS WHICH ARE SOLD AT EVENTS OR SOLD AT SITES OF CARE FOR SPECIFIC PROGRAMS. MANY RAFFLES PROVIDE THE WINNER WITH 50% OF THE GROSS PROCEEDS. OTHER RAFFLES GIVE PRIZES DONATED AS GIFTS-IN-KIND (GIK) BY BUSINESSES AND INDIVIDUALS. THE EXCLUSION OF REVENUES FROM GIK FOR RAFFLE PRIZES FROM SCHEDULE G UNDERSTATES THE PROFITABILITY OF RAFFLE EVENTS AS GIK REVENUES ARE EXCLUDED. RAFFLE REVENUES ARE REPORTED TO DONORS AS NON-TAX DEDUCTIBLE GIFTS FOLLOWING IRS RECEIPTING REQUIREMENTS. THE CHARITY REPORTS WINNERS TO THE IRS AND WITHHOLDS WINNINGS AS REQUIRED AND DOES NOT MAIL RAFFLE TICKETS OR ORDER FORMS AS SUCH USE OF THE U.S. MAIL IS PROHIBITED BY FEDERAL LAW. RAFFLE LICENSES ARE OBTAINED AS REQUIRED BY STATE AND LOCAL LAWS. |
| FORM 990, Schedule G, Part III, line 16 | GAMING STAFF THE STAFF RESPONSIBLE FOR GAMING MANAGER FUNCTION HAS NO PART OF THEIR COMPENSATION SPECIFICALLY IDENTIFIED FOR SUCH ACTIVITIES. FOR ANY PARTICULAR STAFF MEMBER, THEIR DUTIES WOULD BE AT MOST ONE TO TWO HOURS PER YEAR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Advocate Health & Hospitals Corp | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 362169147 | 501(c)(3) | $12,902,212 | FMV | Clinical & General Support |
| Advocate Health & Hospitals Corp | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 362169147 | 501(c)(3) | $524,492 | FMV | Scholarships & Education |
| Advocate Health & Hospitals Corp | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 362169147 | 501(c)(3) | $499,827 | FMV | Medical Research |
| Advocate Condell Medical Center | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 262525968 | 501(c)(3) | $527,630 | FMV | Clinical & General Support |
| HispanoCare | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 363606486 | 501(c)(3) | $139,084 | FMV | Clinical & General Support |
| Advocate Home Health Services | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 362913108 | 501(c)(3) | $22,037 | FMV | Clinical & General Support |
| Advocate Hospice | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 363158667 | 501(c)(3) | $97,196 | FMV | CLINICAL & GENERAL SUPPORT |
| Advocate Northside Health Network | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 363196629 | 501(c)(3) | $2,572,099 | FMV | CLINICAL & GENERAL SUPPORT |
| Advocate Northside Health Network | |||||||||
| 3075 Highland Parkway | SUITE 600 | Downers Grove | IL | 60515 | 363196629 | 501(c)(3) | $85,547 | FMV | Scholarships & Education |
| Advocate Sherman Hospital | |||||||||
| 3075 Highland Parkway | Downers Grove | IL | 60515 | 362167920 | 501(c)(3) | $279,609 | FMV | Clinical & General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS The donor determines both the hospital and the program which benefit from the gift and ACF serves as the philanthropic agent for gifts until used for the donors' purposes. The Fund Administrator (appointed by the site's Chief Executive) and ACF have a joint fiduciary responsibility to use all gifts consistent with the donors' intent. The Fund Administrators approve transfers from Restricted Funds. They are provided with monthly accounting reports showing each Fund's assets, liabilities, new gifts and transfers out. Any transfer from a Restricted Fund of $5,000 or more must have an approval from an ACF Vice President verifying that the use is consistent with donors' intent. Restricted gifts are deposited to ACF's separate bank account for accounting within an appropriate restricted fund from the time of receipt. Within a few days of deposit of each gift, for all gifts of $5 or more, the donor receives a letter from ACF with the amount of the gift and the name of the restricted fund for the gift, including the name of the related hospital. No payment is made directly from a restricted fund and all purchases have to be made through Advocate Health Care's accounts payable staff subject to system policies and internal controls. Operating expenses are charged to a hospital department and are subject to review through the monthly accounting reports. No compensation is paid to an Advocate employee except through the payroll system. Capital expenditures are reviewed and controlled by the site VP/Director of Finance. Transfers are reviewed for appropriate use. Internal Audit periodically conducts internal control audits of the gifts processing and fund accounting processes. Copies of the fund transfer requests and related documentation are retained in an imaging system. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Randy Varju | ||||||||||||||
| President of ACF, Director | $234,867 | $0 | $110,191 | $0 | $85,323 | $0 | $23,567 | $0 | $29,294 | $0 | $483,242 | $0 | $0 | $0 |
| Tarek Karaman MD | ||||||||||||||
| Director | $0 | $322,563 | $0 | $108,000 | $0 | $43,389 | $0 | $23,567 | $0 | $17,668 | $0 | $515,187 | $0 | $0 |
| James Skogsbergh | ||||||||||||||
| Director | $0 | $1,357,267 | $0 | $2,431,026 | $0 | $1,056,169 | $0 | $2,134,447 | $0 | $32,805 | $0 | $7,011,714 | $0 | $740,268 |
| Barbara Giloth | ||||||||||||||
| VP, Prog Devt Fnd, Govt & Corp | $139,050 | $0 | $24,788 | $0 | -$2,493 | $0 | $14,451 | $0 | $11,483 | $0 | $187,279 | $0 | $0 | $0 |
| James M Hohner | ||||||||||||||
| VP, Finance | $93,361 | $0 | $29,322 | $0 | $79,166 | $0 | $103,350 | $0 | $16,521 | $0 | $321,720 | $0 | $0 | $0 |
| Susan Mongillo | ||||||||||||||
| VP, Planned Giving | $138,871 | $0 | $31,146 | $0 | -$6,254 | $0 | $15,069 | $0 | $23,959 | $0 | $202,791 | $0 | $0 | $0 |
| James Doheny | ||||||||||||||
| Treasurer | $0 | $294,206 | $0 | $110,340 | $0 | $34,459 | $0 | $23,567 | $0 | $32,113 | $0 | $494,685 | $0 | $0 |
| Gail D Hasbrouck | ||||||||||||||
| Secretary | $0 | $435,590 | $0 | $387,547 | $0 | $277,756 | $0 | $185,821 | $0 | $28,407 | $0 | $1,315,121 | $0 | $149,653 |
| Mary S Matthews | ||||||||||||||
| Assistant Secretary | $0 | $184,886 | $0 | $43,167 | $0 | $15,509 | $0 | $21,221 | $0 | $11,087 | $0 | $275,870 | $0 | $0 |
| Dominic J Nakis | ||||||||||||||
| Assistant Treasurer | $0 | $566,690 | $0 | $761,656 | $0 | $367,722 | $0 | $363,033 | $0 | $28,706 | $0 | $2,087,807 | $0 | $313,103 |
| Anedra Kerr | ||||||||||||||
| VP, Development | $146,880 | $0 | $25,192 | $0 | -$551 | $0 | $15,417 | $0 | $8,008 | $0 | $194,946 | $0 | $0 | $0 |
| Susan Aberholden | ||||||||||||||
| VP, Development | $136,488 | $0 | $29,915 | $0 | $1,574 | $0 | $14,707 | $0 | $61 | $0 | $182,745 | $0 | $0 | $0 |
| Jo Amick | ||||||||||||||
| VP, Development | $136,201 | $0 | $30,035 | $0 | -$1,877 | $0 | $14,691 | $0 | $7,892 | $0 | $186,942 | $0 | $0 | $0 |
| Robert Barto | ||||||||||||||
| VP, Development | $130,868 | $0 | $27,325 | $0 | -$5,170 | $0 | $7,951 | $0 | $19,680 | $0 | $180,654 | $0 | $0 | $0 |
| Scott Ford | ||||||||||||||
| VP, Development | $130,762 | $0 | $27,788 | $0 | -$5,746 | $0 | $13,923 | $0 | $23,550 | $0 | $190,277 | $0 | $0 | $0 |
| Susan Ell | ||||||||||||||
| President of ACF, Director | $0 | $0 | $59,380 | $0 | $74,511 | $0 | $0 | $0 | $7,330 | $0 | $141,221 | $0 | $76,359 | $0 |
| Marc Silver MD | ||||||||||||||
| Director | $0 | $489,133 | $0 | $100,021 | $0 | $38,850 | $0 | $23,567 | $0 | $15,978 | $0 | $667,549 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | SEVERANCE PAYMENTS SUSAN ELL, FORMER PRESIDENT OF ADVOCATE CHARITABLE FOUNDATION TERMINATED HER EMPLOYMENT WITH ACF IN 2010 AND RECEIVED SEVERANCE OF $76,359 IN 2013. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). JAMES HOHNER, VICE PRESIDENT, FINANCE, TERMINATED HIS EMPLOYMENT WITH ACF IN 2013 AND WILL RECEIVE SEVERANCE IN 2014 AND BEYOND WHICH IS INCLUDED IN COLUMN (C). FORM 990, PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATE SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: JAMES SKOGSBERGH, DOMINIC NAKIS, GAIL HASBROUCK AND RANDY VARJU. JAMES SKOGSBERGH PARTICIPATES IN A SECTION 457(F) RETENTION INCENTIVE BENEFIT PLAN. THE PLAN IS CURRENTLY NOT VESTED. THE PLAN IS CONTINGENT ON EMPLOYMENT AND VESTS WHEN THE PARTICPANT REACHES 60 YEARS OF AGE. FORM 990, PART I, LINE 7 INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Evangelical Service Corporation | |||
| Shared Board Member | $7,398,785 | Expense Allocation | false |
| Evangelical Service Corporation | |||
| Shared Board Member | $410,713 | Expense Reimbursement | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,854 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $74,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $234,234 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost or sale price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,176 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,238 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Gift Certificate | 40 | $10,264 | Cost or sale price |
| Yes (X) | Event Support | 732 | $231,802 | Cost or sale price |
| Yes (X) | Equipment | 41 | $34,867 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule M, Part I, Line 1 | FormAndLineReferenceDesc |
| Explanation | Art - Works of Art Art works of significant value have independent appraisals. Form 990, Schedule M, Part I, Line 4 Books and Publications Includes used books. Form 990, Schedule M, Part I, Line 5 Clothing and Household Goods Miscellaneous small gifts for hospital programs including toys, games, bakery goods, clothing, linen goods, and appliances. Form 990, Schedule M, Part I, Line 9 and 32b Securities - Publicly Traded The Charity has a brokerage account with The Northern Trust Company. As soon as a gift of securities is confirmed, the brokerage account is instructed to sell the security. Gifts of mutual fund shares are transferred by the mutual fund company from a donor's account to an account owned by the Charity. Except for immaterial amounts, all cash is transferred monthly from the brokerage account to the Charity. Form 990, Schedule M, Part I, Line 18 Collectibles Includes Beanie Babies and Precious Moments. All items are sold or distributed to patient families. Form 990, Schedule M, Part I, Line 19 Food Inventory Food for meeting Form 990, Schedule M, Part I, Line 25 Other (Gift Certificates) Gift certificates were for restaurants, sporting events, personal services, and retail stores. Form 990, Schedule M, Part I, Line 25 Other (Event Support) Event support includes donated graphic services and catering for solicitation and stewardship events. Form 990, Schedule M, Part I, Line 25 Other (Equipment) Equipment included furniture, appliances, piano, computers and a powered wheelchair. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | COMPOSITION OF ADVOCATE HEALTH CARE ADVOCATE CHARITABLE FOUNDATION (ACF) RAISES FUNDS FOR ADVOCATE HEALTH CARE. THE DONOR DETERMINES BOTH PROGRAM AND HOSPITAL WHICH BENEFIT FROM THE GIFT. THE FOUNDATION SERVES AS THE FIDUCIARY AGENT FOR THE GIFTS UNTIL USED FOR THE DONOR'S PURPOSE. ACF WILL USE 100% OF ALL DONATIONS FOR DONOR'S INTENDED PURPOSES AND PROGRAMS. ADVOCATE HEALTH CARE CONSISTS OF: ADVOCATE HEALTH & HOSPITALS CORPORATION (INCLUDING ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE GOOD SAMARITAN HOSPITAL, ADVOCATE GOOD SHEPHERD HOSPITAL, ADVOCATE LUTHERAN GENERAL HOSPITAL, ADVOCATE SOUTH SUBURBAN HOSPITAL, ADVOCATE TRINITY HOSPITAL, ADVOCATE BROMENN MEDICAL CENTER, ADVOCATE EUREKA HOSPITAL, AND ADVOCATE MEDICAL GROUP), ADVOCATE NORTH SIDE HEALTH NETWORK, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE SHERMAN HOSPITAL, ADVOCATE HOME HEALTH SERVICES, ADVOCATE HOSPICE, HISPANOCARE, AND VARIOUS SYSTEM-WIDE PROGRAMS. FORM 990, PART I, LINE 16B FUNDRAISING EXPENSES INCURRED BY ACF ARE REIMBURSED BY AHCN AS ADVOCATE CHARITABLE FOUNDATION INCURS ITS EXPENSES TO RAISE BOTH PHILANTHROPIC AND OTHER FUNDING FOR THE ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, AND AS ADVOCATE HEALTH CARE NETWORK HAS EITHER PAID FOR THESE EXFENSES DIRECTLY OR INDIRECTLY THROUGH REIMBURSEMENTS TO ADVOCATE CHARITABLE FOUNDATION IN THE PAST, IT IS ANTICIPATED THAT THE ADVOCATE CHARITABLE FOUNDATION WILL BE REIMBURSED BY THESE ORGANIZATIONS FOR THE MANAGEMENT AND GENERAL FUNDRAISING EXPENSES IN THE FUTURE. FORM 990, PART VI, SECTION A, LINE 1A DISCRETIONARY COMMITTEE THE PRESIDENT OF ACF IS A MEMBER OF THE BOARD OF DIRECTORS, BUT DOES NOT HAVE A VOTE. THE BYLAWS PROVIDE FOR DISCRETIONARY COMMITTEE FORMATION, BUT DO NOT SPECIFICALLY IDENTIFY AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD. NO SUCH EXECUTIVE COMMITTEE HELD AUTHORITY AT ANY TIME DURING 2013. FORM 990, PART VI, LINE 2 BUSINESS RELATIONSHIPS AS GAIL BASEROUCK, JAMES DOHENY, AND DOMINIC NAKIS ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. FORM 990, PART VI, LINE 6 BYLAWS BYLAWS PROVIDE FOR CORPORATE MEMBERS. |
| FORM 990, PART VI, LINE 7A | ADVOCATE HEALTH CARE NETWORK IS PARENT CORPORATION UNDER ITS BYLAWS, ADVOCATE CHARITABLE FOUNDATION HAS ADVOCATE HEALTH CARE NETWORK, A 501(C)(3) ILLINOIS CHARITY, AS ITS "SOLE MEMBER". ADVOCATE HEALTH CARE NETWORK IS THE ULTIMATE PARENT CORPORATION FOR THE NOT-FOR-PROFIT CORPORATIONS OF ADVOCATE HEALTH CARE INCLUDING THE FOUNDATION. FORM 990, PART VI, LINE 7B AHCN HAS RESERVE POWERS OVER ACF THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPROVAL OF ENACTMENTS/AMENDMENTS OF BYLAWS; APPROVAL OF MISSION STATEMENTS AND THEIR AMENDMENTS; APPOINTMENTS TO THE FOUNDATION BOARD INCLUDING DESIGNATION OF OFFICERS WHO ARE EX OFFICIO; REMOVAL OF MEMBERS OF THE FOUNDATION BOARD; APPOINTMENT OF THE CHAIR OF THE FOUNDATION BOARD; APPOINTMENT OF THE PRESIDENT OF THE FOUNDATION; APPROVAL, BEFORE IT BECOMES EFFECTIVE, OF ANY CESSATION OF OPERATIONS OF THE FOUNDATION; APPROVAL OF ALL OPERATING AND CAPITAL BUDGETS OF THE FOUNDATION; AND APPROVAL OF ANY CHANGES TO THE GOALS AND PROGRAMMATIC OBJECTIVES OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 ADVOCATE'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE / CORPORATE CONTROLLER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTERST DISCLOSURE 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 DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINES 15A & 15B EXECUTIVE COMPENSATION STRATEGY EXECUTIVE COMPENSATION AT ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND ALL EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPARISONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, LINKAGE OF EXECUTIVE PAY TO PERFORMANCE IS ARTICULATED AND HOW THIS RELATIONSHIP IS TO BE MAINTAINED IS OUTLINED. TO SUPPORT AND IMPLEMENT THE COMPENSATION STRATEGY, FIVE BASIC ELEMENTS ARE UTILIZED. THESE ELEMENTS ARE: -A SOLID, RELIABLE AND TESTED JOB EVALUATION METHODOLOGY; -ACCURATE, QUALITY AND RELEVANT COMPENSATION SURVEY INFORMATION; -A CONSISTENT ANNUAL PROCESS FOR UPDATING THE COMPENSATION LEVELS; -AN ACTIVE BOARD REVIEW PROCESS INCLUDING REVIEW BY A COMPENSATION COMMITTEE THAT ENSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ON-GOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND -ACTIVE, EXTERNAL REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY TO THE PUBLIC THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC) EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS) THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE 1A CURRENT EMPLOYEES RESPONSIBLE FOR ACF THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF ADVOCATE HEALTH & HOSPITALS CORPORATION AND GENERALLY WORK 40 HOURS PER WEEK. APPROXIMATELY 5 HOURS OF THEIR REGULAR WORK WEEK ARE SPENT PROVIDING SERVICES TO RELATED ORGANIZATIONS; JAMES SKOGSBERGH, JAMES DOHENY, GAIL D. HASBROUCK, MARY S. MATTHEWS, DOMINIC J. NAKIS. FORM 990, PART VIII, LINE 1E GOVERNMENT GRANTS THE ADVOCATE CHARITABLE FOUNDATION ENDEAVORS TO RAISE PHILANTHROPIC FUNDS FOR THE USE OF ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, THE RESULTS OF WHICH ARE RECORDED AS DIRECT PUBLIC SUPPORT IN PART VIII LINES 1A TO 1H OF THE ADVOCATE CHARITABLE FOUNDATION FORM 990. THE ADVOCATE CHARITABLE FOUNDATION ALSO PARTICIPATES IN SOURCING AND WRITING GRANT PROPOSALS TO GOVERNMENT ENTITIES FOR ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, THE RESULTS OF WHICH ARE RECORDED AS DIRECT PUBLIC SUPPORT IN PART VIII LINE 1E ON THE FORM 990 OF THE NOT-FOR-PROFIT SUBSIDIARY WHICH WAS GRANTED THE AWARD. FORM 990, PART IX, LINE 1 GRANTS AND OTHER ASSISTANCE GRANTS AND OTHER ASSISTANCE INCLUDE A) USE OF RESTRICTED GIFTS, B) RECEIPTS OF UNRESTRICTED GIFTS, AND C) INVESTMENT INCOME ON RESTRICTED AND UNRESTRICTED FUNDS TRANSFERRED TO THE BENEFICIARY CHARITIES. ADVOCATE HEALTH AND HOSPITALS CORPORATION INCLUDES EIGHT HOSPITALS AND A NUMBER OF SYSTEM-WIDE COMMUNITY HEALTH PROGRAMS. SEE PART III OF THE AHHC FORM 990 AND THE RELATED NARRATIVE FOR MORE INFORMATION ON USES OF GIFTS. FORM 990, PART IX, LINES 5 & 10 ALLOCATION OF FOUNDATION STAFF SALARIES AND BENEFITS SOME FOUNDATION STAFF ASSIST ADVOCATE AND ITS PROGRAMS IN THE USE OF RESTRICTED GIFTS. A PORTION OF THEIR SALARIES AND BENEFITS (LINES 5 AND 10) ARE ALLOCATED TO PROGRAM SERVICE EXPENSES. SIMILARLY, SOME FOUNDATION STAFF ASSIST ADVOCATE IN THE ACCOUNTING AND INVESTMENT MANAGEMENT OF FUNDS HELD BY THE FOUNDATION FOR THE BENEFIT OF ADVOCATE'S PROGRAMS. A PORTION OF THEIR SALARIES AND BENEFITS (LINES 5 AND 10) ARE ALLOCATED TO MANAGEMENT AND GENERAL EXPENSES. FORM 990, PART IX, LINE 11B ALLOCATION OF EXPENSES THE SCHEDULE FOLLOWS THE PAST PRACTICE OF CONSIDERING CERTAIN TYPES OF EXPENSES AS MANAGEMENT AND GENERAL EXPENSES (LINE 11B LEGAL, LINE 13 OFFICE (BANK FEES), LINE 16 OCCUPANCY, LINE 19 CONFERENCE, LINE 22 DEPRECIATION), BUT AS THE FOUNDATION'S PRIMARY ROLE IS AS A FUNDRAISING ORGANIZATION, ALL OF THOSE EXPENSES WERE MADE IN FURTHERANCE OF FUNDRAISING. LEGAL EXPENSES WERE ALL RELATED TO STRUCTURING AND REVIEWING COMPLEX TRUST/ESTATE GIFTS. FORM 990, PART IX, LINE 25 TOTAL FUNCTIONAL EXPENSES THE FOUNDATION'S MANAGEMENT, GENERAL, AND FUND-RAISING EXPENSES ARE REIMBURSED BY ADVOCATE HEALTH CARE. THIS ALLOWS 100% OF EVERY CONTRIBUTION TO BE USED FOR THE PURPOSE SPECIFIED BY THE DONOR. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS FV OF TEMPERORY NET ASSETS ACQUIRED ON 6/1/2013 (SHERMAN) $514,088 FV OF PERMANENT NET ASSETS ACQUIRED ON 6/1/2013 (SHERMAN) $263,344 -------- TOTAL $777,432 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATE HEALTH CARE NETWORK | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362167779 | Parent Corp | IL | 501(C)(3) | 11-III-FI | NA | false |
| ADVOCATE CONDELL MEDICAL CENTER | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 262525968 | HEALTH CARE | IL | 501(c)(3) | 3 | AHHC | false |
| ADVOCATE NORTH SIDE HEALTH NETWORK | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363196629 | HEALTH CARE | IL | 501(c)(3) | 3 | AHHC | false |
| ADVOCATE HEALTH & HOSPITALS CORPORATION | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362169147 | HEALTH CARE | IL | 501(c)(3) | 3 | AHCN | false |
| EHS HOME HEALTH CARE SERVICE INC | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362913108 | HOME CARE | IL | 501(c)(3) | 9 | AHHC | false |
| MERIDIAN HOSPICE | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363158667 | HOSPICE CARE | IL | 501(c)(3) | 9 | EHSHHCS | false |
| HISPANOCARE INC | ||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363606486 | HEALTH CARE | IL | 501(c)(3) | 9 | ANSHN | false |
| ADVOCATE SHERMAN HOSPITAL | ||||||||||
| 3075 Highland Parkway Ste 600 | DOWNERS GROVE | IL | 60515 | 362167920 | HEALTH CARE | IL | 501(c)(3) | 3 | AHCN | false |
| SHERMAN WEST COURT | ||||||||||
| 3075 Highland Parkway Ste 600 | DOWNERS GROVE | IL | 60515 | 363725580 | NURSING CARE | IL | 501(c)(3) | 9 | ASH | false |
| SHERMAN HOME HEALTH CARE CORPORATION | ||||||||||
| 901 Center Street Suite 2001A | Elgin | IL | 60120 | 363330085 | HOME CARE | IL | 501(c)(3) | 9 | ASH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREYER MERCY AMBULATORY SURG | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 N HIGHLAND | AddressLine1 |
| City | AURORA | City |
| State | IL | State |
| ZIP Code | 60506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363890298 | EIN |
| Primary Activities | MEDICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATE HEALTH CENTERS INC | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 364217291 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| EVANGELICAL SERVICES CORPORATION | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363208101 | MANAGEMENT SVCS | IL | NA | C Corp | |||||
| ADVOCATE INSURANCE SPC | |||||||||||||
| 980422925 | INSURANCE | NA | C Corp | 878 West Bay Road PO Box 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| ADVOCATE HOME CARE PRODUCTS | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363315416 | HEALTH SERVICES | IL | NA | C Corp | |||||
| HIGH TECHNOLOGY INC | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363368224 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| CENTER FOR ENDOSCOPY LLC | |||||||||||||
| 22285 PEPPER ROAD LAKE | BARRINGTON | IL | 60010 | 262387298 | HEALTH SERVICES | IL | NA | C Corp | |||||
| MIDWEST HEART SPECIALISTS LTD | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362841923 | MEDICAL SERVICES | IL | NA | C CORP | |||||
| PARKSIDE CENTER CONDO ASSOCIATION | |||||||||||||
| 1775 WEST DEMPSTER ST | PARK RIDGE | IL | 60068 | 363452486 | PROPERTY MGMT | IL | NA | C Corp | |||||
| DREYER CLINIC INC | |||||||||||||
| 1877 W DOWNER PLACE | AURORA | IL | 60506 | 362690329 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| BROMENN PHYSICIAN MANAGEMENT CORPORATION | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 371313150 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| SHERMAN HEALTH INSURANCE COMPANY LTD | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 980703036 | INSURANCE | NA | C Corp | CJ | |||||
| HEALTH VISIONS INC | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363780082 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| SHERMAN GROUP PRACTICE INC | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 262891035 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| SHERMAN PHYSICIAN GROUP INC | |||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 264800497 | MEDICAL SERVICES | IL | NA | C Corp | |||||
| SHERMANCHOICE INC | |||||||||||||
| 1425 N Randall Road | Elgin | IL | 60123 | 364058392 | PHYS-HOSP-ORGN | IL | NA | C Corp | |||||
| THE DELPHI GROUP IV INC | |||||||||||||
| 1425 N RANDALL ROAD | ELGIN | IL | 60123 | 364017279 | HEALTH COST MGT | IL | NA | C Corp | |||||
| SHERMAN VENTURES INC | |||||||||||||
| 934 Center Street | ELGIN | IL | 60120 | 364292309 | HOLDING COMPANY | IL | NA | C Corp | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE HEALTH CARE NETWORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $10,800,000 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |