AURORA HEALTH CARE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AURORA HEALTH CARE INC (EIN 39-1442285)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349305514
- 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 F
- Schedule H
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T03:38:05-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391442285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 4142991775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia St PO Box 341880 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341880 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail L Hanson | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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 | Gail L Hanson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia St | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532343910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $975,866,524 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aurorahealthcare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | To promote health, prevent illness, and provide state-of-the-art diagnosis and treatment, to improve the quality of health care and health outcomes, and to provide services that are affordable and accessible. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 8373 | TotalEmployeeCnt |
| Total Volunteers | 172 | TotalVolunteersCnt |
| Total Gross UBI | $19,761,878 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,310,619 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,103,538 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,633,160 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $813,045,541 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $917,400,748 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,533,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,280,138 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,496,894 | PYOtherRevenueAmt |
| CY Other Revenue | $30,552,478 | CYOtherRevenueAmt |
| PY Total Revenue | $884,179,812 | PYTotalRevenueAmt |
| CY Total Revenue | $975,866,524 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $539,429,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $557,534,036 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $400,489,150 | PYOtherExpensesAmt |
| CY Other Expenses | $426,347,066 | CYOtherExpensesAmt |
| PY Total Expenses | $939,918,930 | PYTotalExpensesAmt |
| CY Total Expenses | $983,881,102 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$55,739,118 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,014,578 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,951,927,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,132,751,312 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,161,805,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,092,118,232 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,209,878,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,959,366,920 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote health, prevent illness, and provide state-of-the-art diagnosis and treatment, to improve the quality of health care and health outcomes, and to provide services that are affordable and accessible. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $917,244,182 | ExpenseAmt |
| Revenue | $947,956,830 | RevenueAmt |
| Desc | Provides support services to affiliated health care related organizations, including 14 acute care hospitals, one psychiatric hospital, a network of 153 physician clinic facilities, home health services, other health care related services. These organizations serve health care needs throughout eastern WI and northern IL including health promotion, diagnosis, and treatment services. In 2013, the affiliated organizations furnished 421,321 days of inpatient care, 57,684 days of hospice care, 4,256,718 ambulatory care visits, 259,623 emergency care visits, 1,665,065 hospital outpatient visits, 12,690 deliveries, 103,875 surgical procedures, 266,2001 home care visits, and 49,579 family service visits. In 2013, the affiliated organizations provided approximately 177.4 million in charity care forgone charges for patients who met certain criteria under its charity care policy. See Schedule R for a complete list of affiliated organizations. Additional Aurora community benefit information can be accessed on the Aurora Health Care website. | Desc |
| Total Program Service Expenses | $917,244,182 | 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 | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 538 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8373 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Aurora Health Care Inc | PersonNm |
| Phone | 4142991775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia St PO Box 341880 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341880 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Nick Turkal MD | ||||||||||
| CEO, President, Ex Officio Director | 040.00 | Yes (X) | Yes (X) | Yes (X) | $2,919,539 | $0 | $0 | |||
| Brad Hahn | ||||||||||
| Executive VP Finance, Director, Vice Chair Asst Treasurer | 040.00 | Yes (X) | Yes (X) | Yes (X) | $602,601 | $0 | $0 | |||
| Amy Rislov | ||||||||||
| SVP Human Resources Director | 040.00 | Yes (X) | Yes (X) | $379,951 | $0 | $0 | ||||
| Dennis Potts | ||||||||||
| EVP South Market, Director Chair | Yes (X) | Yes (X) | Yes (X) | $0 | $577,711 | $0 | 040.00 | |||
| Eugene Monroe MD | ||||||||||
| President AAH Director | Yes (X) | Yes (X) | $0 | $901,906 | $0 | 040.00 | ||||
| John Anderson MD | ||||||||||
| Director | 001.00 | Yes (X) | $37,500 | $0 | $0 | |||||
| Joanne Bauer | ||||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||||
| Tom Bolger | ||||||||||
| Director | 001.00 | Yes (X) | $37,500 | $0 | $0 | |||||
| John Daniels | ||||||||||
| Director | 001.00 | Yes (X) | $39,500 | $0 | $0 | |||||
| Joanne Disch RN | ||||||||||
| Director | 001.00 | Yes (X) | $27,000 | $0 | $0 | |||||
| Nan Gardetto | ||||||||||
| Director | 001.00 | Yes (X) | $27,000 | $0 | $0 | |||||
| Charles Harvey | ||||||||||
| Director | 001.00 | Yes (X) | $8,000 | $0 | $0 | |||||
| Daniel Minahan | ||||||||||
| Chairman, Director | 001.00 | Yes (X) | Yes (X) | $39,500 | $0 | $0 | ||||
| Tim Sullivan | ||||||||||
| Director | 001.00 | Yes (X) | $29,000 | $0 | $0 | |||||
| Rick Weiss | ||||||||||
| Director | 001.00 | Yes (X) | $37,500 | $0 | $0 | |||||
| Christopher White | ||||||||||
| Director | 001.00 | Yes (X) | $28,500 | $0 | $0 | |||||
| William Ebinger MD | ||||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||||
| Gail Hanson | ||||||||||
| CFO, Treasurer | 040.00 | Yes (X) | Yes (X) | $1,127,819 | $0 | $0 | ||||
| Rachelle Hart | ||||||||||
| General Counsel, Assistant Secretary | 040.00 | Yes (X) | Yes (X) | $465,389 | $0 | $0 | ||||
| Michael Lappin | ||||||||||
| Chief Admin Officer, Secretary | 040.00 | Yes (X) | Yes (X) | $951,199 | $0 | $0 | ||||
| Jeffrey Bailet MD | ||||||||||
| President-AMG | 040.00 | Yes (X) | $912,650 | $0 | $0 | |||||
| Stephen Bablitch | ||||||||||
| COO | 040.00 | Yes (X) | $1,467,232 | $0 | $0 | |||||
| Bruce VanCleave MD | ||||||||||
| Chief Clinical Officer | 040.00 | Yes (X) | $1,112,027 | $0 | $0 | |||||
| John Zorbini | ||||||||||
| Chief Human Resources Officer | 040.00 | Yes (X) | $803,444 | $0 | $0 | |||||
| Philip Loftus | ||||||||||
| Chief Information Officer | 040.00 | Yes (X) | $838,975 | $0 | $0 | |||||
| Richard Klein | ||||||||||
| Exec VP Enterprise Business Group | 040.00 | Yes (X) | $616,881 | $0 | $0 | |||||
| Michael Brophy | ||||||||||
| Chief of Staff Communications Officer | 040.00 | Yes (X) | $588,595 | $0 | $0 | |||||
| Patrick Falvey | ||||||||||
| Exec VP Chief Integration Officer | 040.00 | Yes (X) | $468,217 | $0 | $0 | |||||
| Mary Kingston | ||||||||||
| Exec VP Chief Nursing Officer | 040.00 | Yes (X) | $464,526 | $0 | $0 | |||||
| Jeffrey Smith MD | ||||||||||
| EVP Deputy Chief Clincal Officer | 040.00 | Yes (X) | $436,575 | $0 | $0 | |||||
| Cristy Garcia-Thomas | ||||||||||
| EVP President Foundation | 040.00 | Yes (X) | $345,326 | $0 | $0 | |||||
| Michael Laird | ||||||||||
| President AMC Grafton | 040.00 | Yes (X) | $255,352 | $0 | $0 | |||||
| Carrie Killoran | ||||||||||
| President Patient Service Market | 040.00 | Yes (X) | $441,114 | $0 | $0 | |||||
| Ruric Anderson MD | ||||||||||
| Sr VP AUWAMG | Yes (X) | $0 | $410,120 | $0 | 040.00 | |||||
| James Weese MD | ||||||||||
| VP Cancer Clinic Programs | 040.00 | $501,648 | $0 | $0 | Yes (X) | |||||
| Frederic Vorlop | ||||||||||
| Sr VP Commercial Transaction Group | 040.00 | $443,217 | $0 | $0 | Yes (X) | |||||
| David Smith | ||||||||||
| VP Care Management | 040.00 | $437,411 | $0 | $0 | Yes (X) | |||||
| David Yeager | ||||||||||
| SVP Finance | 040.00 | $429,337 | $0 | $0 | Yes (X) | |||||
| Karen Maclay | ||||||||||
| SVP Finance | 040.00 | $391,366 | $0 | $0 | Yes (X) | |||||
| Susan Buettner | ||||||||||
| Executive VP Former | 001.00 | $505,499 | $0 | $0 | Yes (X) | |||||
| Susan Ela | ||||||||||
| COO Former | 001.00 | $861,814 | $0 | $0 | Yes (X) | |||||
| Gregory Banaszynski | ||||||||||
| Executive VP Former | 001.00 | $691,810 | $0 | $0 | Yes (X) | |||||
| Donald Nestor | ||||||||||
| Consultant/Retiree | 001.00 | $419,103 | $0 | $0 | Yes (X) | |||||
| Mary O'Brien | ||||||||||
| Executive VP Former | 001.00 | $530,995 | $0 | $0 | Yes (X) | |||||
| John Matthews | ||||||||||
| Director former | 001.00 | $22,667 | $0 | $0 | Yes (X) | |||||
| Jere D McGaffey | ||||||||||
| Director former | 001.00 | $24,834 | $0 | $0 | Yes (X) | |||||
| Raymond Grady | ||||||||||
| Chief Administrative Officer Former | 001.00 | $594,113 | $0 | $0 | Yes (X) | |||||
| Candace Hennessy | ||||||||||
| Sr VP President VNA Former | 001.00 | $113,924 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,476,150 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,889,737 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 328 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Diversified Care | |||||
| 9401 W Beloit Rd | Milwaukee | WI | 53227 | Temporary Help | $12,584,014 |
| Crothall Services Group | |||||
| 9905 S 13th St | Milwaukee | WI | 53022 | Laundry Services | $10,447,918 |
| Great Lakes Pathologists SC | |||||
| 8901 W Lincoln Ave | West Allis | WI | 53227 | Specialists Fees | $5,946,836 |
| Medspeed LLC | |||||
| 650 W Grand Ave Ste 316 | Elmhurst | IL | 60126 | Courier Services | $4,176,895 |
| Navigant Consulting Inc | |||||
| 4511 Paysphere Cir | Chicago | IL | 60674 | Professional Consulting | $3,765,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 55 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,793,695 | GovernmentGrantsAmt |
| All Other Contributions | $839,465 | AllOtherContributionsAmt |
| Noncash Contributions | $365 | NoncashContributionsAmt |
| Total Contributions | $7,633,160 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Support Services from Affiliates | 561000 | $745,010,973 | $725,249,095 | $19,761,878 |
| Net Patient Service Revenue | 900099 | $171,163,511 | $171,163,511 | |
| Fees for Conducting Medical Services | 900099 | $580,036 | $580,036 | |
| Cafeteria Sales | 722210 | $610,474 | $610,474 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,754 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $917,400,748 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,276,534 | TotalRevenueColumnAmt |
| Exclusion | $20,276,534 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,604 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,604 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,604 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EAP Revenue | 812900 | $2,377,063 | $2,377,063 |
| Electronic Health Record Incentives | 900099 | $24,991,220 | $24,991,220 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,451,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,451,159 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,552,478 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $975,866,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $928,194,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,761,878 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,276,534 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,476,150 | TotalAmt |
| Management And General | $21,476,150 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,731,067 | TotalAmt |
| Program Services | $419,715,257 | ProgramServicesAmt |
| Management And General | $3,015,810 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,634 | TotalAmt |
| Program Services | $311,608 | ProgramServicesAmt |
| Management And General | $31,026 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,182,028 | TotalAmt |
| Program Services | $86,404,999 | ProgramServicesAmt |
| Management And General | $777,029 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,802,157 | TotalAmt |
| Program Services | $25,589,743 | ProgramServicesAmt |
| Management And General | $212,414 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,741,967 | TotalAmt |
| Program Services | $3,741,967 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,422 | TotalAmt |
| Program Services | $1,071,422 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,308,567 | TotalAmt |
| Program Services | $45,985,813 | ProgramServicesAmt |
| Management And General | $1,322,754 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,278,121 | TotalAmt |
| Program Services | $8,777 | ProgramServicesAmt |
| Management And General | $7,269,344 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,375,561 | TotalAmt |
| Program Services | $22,366,761 | ProgramServicesAmt |
| Management And General | $8,800 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,249,891 | TotalAmt |
| Program Services | $17,992,820 | ProgramServicesAmt |
| Management And General | $11,257,071 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,168,407 | TotalAmt |
| Program Services | $4,155,797 | ProgramServicesAmt |
| Management And General | $12,610 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,804,116 | TotalAmt |
| Program Services | $1,113,974 | ProgramServicesAmt |
| Management And General | $1,690,142 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,663,122 | TotalAmt |
| Program Services | $59,615,348 | ProgramServicesAmt |
| Management And General | -$6,952,226 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,508,777 | TotalAmt |
| Program Services | $3,780,032 | ProgramServicesAmt |
| Management And General | $21,728,745 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,877,693 | TotalAmt |
| Program Services | $100,825,694 | ProgramServicesAmt |
| Management And General | -$4,948,001 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,410 | TotalAmt |
| Program Services | $431,453 | ProgramServicesAmt |
| Management And General | $49,957 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical and Other Supplies | $54,445,664 | $54,213,411 | $232,253 |
| Equipment Rental and Maintenance | $68,769,673 | $68,756,345 | $13,328 |
| Hospital Tax Assessment | $4,471,538 | $4,471,538 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,131,137 | TotalAmt |
| Program Services | -$3,308,577 | ProgramServicesAmt |
| Management And General | $9,439,714 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,881,102 | TotalAmt |
| Program Services | $917,244,182 | ProgramServicesAmt |
| Management And General | $66,636,920 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100 | BOYAmt |
| EOY | $3,166 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,654,841 | BOYAmt |
| EOY | $1,112,412,471 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,009,609 | BOYAmt |
| EOY | $61,598,854 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,894,642 | BOYAmt |
| EOY | $10,749,695 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,048,745 | BOYAmt |
| EOY | $23,616,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,067,964,745 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $528,650,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,898,479 | BOYAmt |
| EOY | $539,313,895 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,910,949 | BOYAmt |
| EOY | $97,214,857 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,083,475 | BOYAmt |
| EOY | $121,104,253 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,425,322 | BOYAmt |
| EOY | $166,738,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,927,162 | BOYAmt |
| EOY | $2,132,751,312 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,982,581 | BOYAmt |
| EOY | $297,856,103 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,420,360,629 | BOYAmt |
| EOY | $1,390,799,108 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,474,117 | BOYAmt |
| EOY | $20,900,962 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,477,988,664 | BOYAmt |
| EOY | $2,382,562,059 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,161,805,991 | BOYAmt |
| EOY | $4,092,118,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,258,444,255 | BOYAmt |
| EOY | -$2,018,803,688 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,094,508 | BOYAmt |
| EOY | $54,554,307 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,470,918 | BOYAmt |
| EOY | $4,882,461 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,209,878,829 | BOYAmt |
| EOY | -$1,959,366,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,927,162 | BOYAmt |
| EOY | $2,132,751,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,014,578 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $258,526,487 | 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| Visiting Nurse Association of Wisconsin Inc dba Aurora VNA | |||||
| 390806180 | 7 | false | Yes (true) | Yes (true) | $13,646,258 |
| Aurora UW Academic Medical Group Inc | |||||
| 391136738 | 9 | false | Yes (true) | Yes (true) | $1,415,571 |
| Aurora Health Care Metro Inc dba Aurora St Luke's Medical Center | |||||
| 390806181 | 3 | Yes (true) | Yes (true) | Yes (true) | $238,322,123 |
| Aurora Health Care Southern Lakes Inc | |||||
| 390806347 | 3 | false | Yes (true) | Yes (true) | $68,159,452 |
| Aurora Health Care Central Inc | |||||
| 390930748 | 3 | false | Yes (true) | Yes (true) | $25,643,296 |
| Aurora Psychiatric Hospital Inc | |||||
| 390872192 | 3 | false | Yes (true) | Yes (true) | $4,859,843 |
| Aurora Medical Center of Washington County Inc | |||||
| 391150165 | 3 | false | Yes (true) | Yes (true) | $9,783,085 |
| Aurora Health Care North Inc | |||||
| 391211629 | 3 | false | Yes (true) | Yes (true) | $10,827,191 |
| West Allis Memorial Hospital Inc dba Aurora West Allis Medical Center | |||||
| 391022464 | 3 | false | Yes (true) | Yes (true) | $43,993,709 |
| Aurora Family Service Inc | |||||
| 390806174 | 9 | false | Yes (true) | Yes (true) | $149,344 |
| Aurora Medical Center of Oshkosh Inc | |||||
| 391027676 | 3 | false | Yes (true) | Yes (true) | $18,775,977 |
| Aurora Medical Group Inc | |||||
| 391678306 | 3 | false | Yes (true) | Yes (true) | $133,995,470 |
| Kradwell School Inc | |||||
| 261516765 | 2 | false | Yes (true) | Yes (true) | $211,872 |
| Aurora Advanced Healthcare Inc | |||||
| 391595302 | 9 | false | Yes (true) | Yes (true) | $36,494,583 |
| AMG Illinois Ltd | |||||
| 264041287 | 3 | false | Yes (true) | Yes (true) | $2,096,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $608,373,991 | SupportSumAmt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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) |
|---|---|---|
| Volunteers | Yes (true) | VolunteersInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $455,766 | DirectContactLegislatorsAmt |
| Total Lobbying Expenditures | $455,766 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | II-B 1 | FormAndLineReferenceDesc |
| Explanation | Aurora Health Care, Inc. is involved in direct and indirect political lobbying activities related to issues impacting health care financing, health care delivery, and community health initiatives, in an effort toward improvement of health care in Wisconsin. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,995,021 | BeginningYearBalanceAmt |
| Contributions | $28,054 | ContributionsAmt |
| Investment Earnings Or Losses | $5,450,477 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,391,128 | OtherExpendituresAmt |
| End Year Balance | $28,082,424 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,984,672 | BeginningYearBalanceAmt |
| Contributions | $96,566 | ContributionsAmt |
| Investment Earnings Or Losses | $8,716,693 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,802,910 | OtherExpendituresAmt |
| End Year Balance | $73,995,021 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,923,631 | BeginningYearBalanceAmt |
| Contributions | $65,118 | ContributionsAmt |
| Investment Earnings Or Losses | $2,749,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $753,855 | OtherExpendituresAmt |
| End Year Balance | $69,984,672 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,551,054 | BeginningYearBalanceAmt |
| Contributions | $449,238 | ContributionsAmt |
| Investment Earnings Or Losses | $6,810,509 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,887,170 | OtherExpendituresAmt |
| End Year Balance | $67,923,631 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,979,490 | BeginningYearBalanceAmt |
| Contributions | $2,289,263 | ContributionsAmt |
| Investment Earnings Or Losses | $13,087,647 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $805,346 | OtherExpendituresAmt |
| End Year Balance | $81,551,054 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.65000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,460,524 | OtherCostOrOtherBasisAmt |
| Book Value | $35,460,524 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $306,831,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,051,707 | DepreciationAmt |
| Book Value | $270,779,587 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,857,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,714,315 | DepreciationAmt |
| Book Value | $15,143,248 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $696,284,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,655,902 | DepreciationAmt |
| Book Value | $213,628,839 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,530,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,926 | DepreciationAmt |
| Book Value | $4,301,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $539,313,895 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Health Care Re, Ltd | $232,926 | C |
| Aurora Liability Assurance, Ltd | $16,235,605 | C |
| Aurora Health Care Ventures, Inc. | $104,635,722 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $121,104,253 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Affiliates | $70,166,563 |
| Funds Held by Aurora Foundation | $59,436,768 |
| Other Non-Current Assets | $37,134,682 |
| Miscellaneous Receivables |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $166,738,013 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Due to Affiliates | $1,954,016,546 |
| Projected Benefit Obligation | $177,390,091 |
| Other Long Term Liabilities | $251,155,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,382,562,059 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| V 4 | Endowment funds are used to support programs and services offered by Aurora Health Care, Inc. and its affiliates. |
| X 2 | There have been no uncertain tax positions recorded in 2013 under FIN 48 ASC 740. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 1 | Program Services | Professional and General Liability Insurance | $3,150,263 |
| Central America and the Caribbean | 1 | Organizational Costs | $23,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Subtotal Spent | $3,173,524 | SubtotalSpentAmt |
| Total Spent | $3,173,524 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,453,952 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,453,952 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00990 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,817,746 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,520,586 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,297,160 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02940 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $789,429 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $662,659 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $126,770 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,061,127 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,183,245 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,877,882 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04020 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 37 | ActivitiesOrProgramsCnt |
| Persons Served | 2728 | PersonsServedCnt |
| Total Community Benefit Expns | $246,121 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $246,121 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00170 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 30 | ActivitiesOrProgramsCnt |
| Persons Served | 1388 | PersonsServedCnt |
| Total Community Benefit Expns | $442,812 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $442,812 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 88 | PersonsServedCnt |
| Total Community Benefit Expns | $1,662 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,662 | NetCommunityBenefitExpnsAmt |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 54 | ActivitiesOrProgramsCnt |
| Persons Served | 7462 | PersonsServedCnt |
| Total Community Benefit Expns | $440,847 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $440,847 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 122 | ActivitiesOrProgramsCnt |
| Persons Served | 11666 | PersonsServedCnt |
| Total Community Benefit Expns | $1,131,442 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,131,442 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00770 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 122 | ActivitiesOrProgramsCnt |
| Persons Served | 11666 | PersonsServedCnt |
| Total Community Benefit Expns | $16,192,569 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,183,245 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,009,324 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04790 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $859,491 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $28,888,381 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $41,551,179 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$12,662,798 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Medical Center Grafton | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 Port Washington Road | AddressLine1 |
| City | Grafton | City |
| State | WI | State |
| ZIP Code | 53024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.aurorahealthcare.org | WebsiteAddressTxt |
| State License | Wisconsin license 317 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | Cancer center | OtherDesc |
| Facility Reporting Group | A | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.aurora.org/commbenefits | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | false | AllNeedsAddressedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Form4720 Filed | false | Form4720FiledInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (true) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 0000000002.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (true) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 0000000004.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Group Aurora Medical Center Grafton Line Part V, Section B, Line 3 | The key participants in the process included the health officers for the local health departments, as well as leaders of academic centers, health coalitions, foundations, and community organizations focused on a range of public health issues and/or health disparities. Key participants were asked to rank the top three to five major health-related issues for their county, based on the focus areas outlined in the Wisconsin State Health Plan, Healthiest Wisconsin 2020. For each top-ranked health topic, the participant was asked to specify existing strategies to address issues, barriers, or challenges additional strategies needed and key groups the hospitals could collaborate with to improve community health. |
| Group Aurora Medical Center Grafton Line Part V, Section B, Line 4 | Aurora Health Care, Inc. and its affiliated hospitals are members of the Milwaukee Health Care Partnership MHCP, a public private consortium dedicated to improving health care for underserved populations in Milwauee County. Through MHCP, Milwaukees five health care systems and the Milwaukee Health Department, along with the other municipal health departments in Milwaukee County, aligned resources to complete a shared community health needs assessment in Milwaukee, Racine, Kenosha, Waukesha, Washington, and Ozaukee counties. |
| Group Aurora Medical Center Grafton Line Part V, Section B, Line 7 | Each hospital prioritized all the needs identified using a set of criteria published in the CHNA report to address three focus areas 1 access, 2 the community health improvement plan, and 3 needs unique to its defined community. Detailed explanations of identified community needs not being addressed and the reasons for not addressing them may be found in the CHNA reports posted at www.aurora.org/commbenefits. |
| Group Aurora Medical Center Grafton Line Part V, Section B, Line 14g | As of November 1, 2013, the financial assistance eligibility criteria is outlined on the back of every patient billing statement. |
| Group Aurora Medical Center Grafton Line Part V, Section B, Line 18e | As of November 1, 2013, the financial assistance eligibility criteria is outlined on the back of every patient billing statement. |
| Group Aurora Medical Center Grafton Line Part V, Section B, Line 20d | Prior to November 1, 2013, the maximum amount billed to FAP-eligible individuals for emergency or other medically-necessary care was 85 of gross charges, which represented the inverse of the highest discount provided to payors. After November 1, 2013, the amount amount billed to FAP-eligible individuals 55 of gross charges, which represented the inverse of the average of the three lowest negotiated commercial insurance rates. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 2 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Aurora Medical Center Grafton Surgery Center | ||||
| 2999 North Mayfair Road | Wauwatosa | WI | 53222 | Surgery Center |
| Aurora Medical Center Grafton Rehabilitation Center | ||||
| 2999 North Mayfair Road | Wauwatosa | WI | 53222 | Rehabilitation Center |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 6a | Aurora Medical Center Grafton published an individual community benefit report in 2013, and it is available for review at www.aurora.org/commbenefits. |
| Part II | The hospital aligned financial and in-kind resources with state and local health department initiatives, and participated on community task forces for disease control and prevention, and other priority health intiatives. The hospital partnered with schools, faith communities, economic and job-creation councils, law enforcement, and other nonprofit charitable organizations to contribute to community capacity for addressing soci-economic factors associated with health, safety, security, health disparities, and/or workforce development. |
| Part III Line 8 | All of the shortfall on line 7 should be treated as community benefit. The amount reported on line 6 utilizes the cost to charge ratio of the most recently filed cost report. |
| Part III Line 9b | Specific to the uninsured and medically-indigent populations, the organizations policy is to thoroughly evaluate the patients ability to pay. For the uninsured patient, an assessment of income and family size is compared to the Federal Poverty Limits to determine the percentage of discount. The medically-indigent patient is offered the same level of review, with the added review of assets. Patients are expected to repay the residual debt at an amount that does not exceed 10 of the gross annual household income. After five years of payments, the remaining balance is forgiven. |
| Part VI Line 2 | Since 2003, Aurora Health Care, Inc. AHC, the corporate parent of the hospital included on Schedule H, has collaborated with local health departments to survey residents on their health status and habits. This survey has been repeated every three years to gather information based on behavioral and lifestyle habits, health conditions, risk factors, and demographics to identify themes, trends, and disparities and to compare to state and national measurements. To date, the reports have been part of a comprehensive survey of eastern Wisconsin to identify areas of greatest need and produce a report of findings that is shared with the communities at large more information at www.aurora.org/commhealth. The findings serve as an instrument through which the municipal health departments engage community participation to generate community health improvement plans aligned with Healthy Wisconsin 2010 and Healthy Wisconsin 2020. During 2011, eight of AHCs hospitals formed partnerships with other health systems to conduct these surveys in 2013. |
| Part VI Line 3 | The organizations financial advocates meet with every patient or patients family who presents for services and has no insurance, with the purpose of sharing options for coverage under federal, state, or local government programs, as well as AHCs internal patient financial assistance program. The financial advocate will assist the patient or patients family in preparing the paperwork to apply for any government coverage and/or AHCs internal financial assistance. Notices regarding the eligibility for assistance under federal, state, or local government programs, or under AHCs financial assistance program, are also posted in the admission offices and patient waiting areas. Some program information can also be viewed on line at www.aurorahealthcare.org/contactus/helping-hand/index.asp. |
| Part VI Line 4 | A detailed description of the community served by the hospital included in this return can be found in the 2013 community needs health assessment report, available for review at www.aurora.org/commbenefits. Aurora Medical Center Grafton opened in 2011 as an entirely green hospital. The hospital primarily serves the residents of Ozaukee County, with some extension into Milwaukee, Waukesha, Wahington, and Sheboygan counties. According to the US Census in 2010, Ozaukee County had a population of 86,395, of which 2 are Hispanic or Latino, and 1 are African-American. |
| Part VI Line 5 | Supported INVEST Healthy People Ozaukee County Coalition, and heartsaver basic life support/automated external defibrillator training for students at Grafton High School. |
| Part VI Line 6 | AHCs integrated health care system includes hospitals, physician groups and clinics, pharmacies, home care, home hospice, and social services throughout eastern Wisconsin and northern Illinois, providing inpatient care, outpatient and ambulatory services, urgent care, primary care, and specialist services for the diverse populations of the communities in which they reside. |
| Part VI, Line 7 | WI |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (36 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nick Turkal MD | |||||||||||||
| CEO, President, Ex Officio Director | $1,167,361 | $1,001,890 | $750,288 | $246,354 | $18,409 | $3,184,302 | $170,006 | ||||||
| Gail Hanson | |||||||||||||
| CFO, Treasurer | $570,286 | $274,741 | $282,792 | $108,097 | $13,295 | $1,249,211 | $67,095 | ||||||
| Rachelle Hart | |||||||||||||
| General Counsel, Assistant Secretary | $365,421 | $97,679 | $2,289 | $19,125 | $19,155 | $503,669 | |||||||
| Michael Lappin | |||||||||||||
| Chief Admin Officer, Secretary | $480,104 | $209,087 | $262,008 | $82,112 | $19,155 | $1,052,466 | $53,860 | ||||||
| Jeffrey Bailet MD | |||||||||||||
| President-AMG | $632,492 | $244,876 | $35,282 | $111,695 | $19,155 | $1,043,500 | $71,653 | ||||||
| Stephen Bablitch | |||||||||||||
| COO | $687,798 | $401,532 | $377,902 | $151,804 | $19,035 | $1,638,071 | $83,800 | ||||||
| Brad Hahn | |||||||||||||
| Executive VP Finance, Director, Vice Chair Asst Treasurer | $440,021 | $160,071 | $2,508 | $82,701 | $15,589 | $700,890 | $46,374 | ||||||
| Bruce VanCleave MD | |||||||||||||
| Chief Clinical Officer | $665,760 | $306,643 | $139,624 | $118,680 | $13,295 | $1,244,002 | $66,589 | ||||||
| John Zorbini | |||||||||||||
| Chief Human Resources Officer | $386,348 | $213,937 | $203,160 | $86,772 | $12,737 | $902,954 | $41,325 | ||||||
| Philip Loftus | |||||||||||||
| Chief Information Officer | $489,472 | $222,819 | $126,683 | $95,171 | $6,937 | $941,082 | $59,575 | ||||||
| Richard Klein | |||||||||||||
| Exec VP Enterprise Business Group | $435,915 | $176,402 | $4,564 | $86,070 | $19,155 | $722,106 | $50,719 | ||||||
| Michael Brophy | |||||||||||||
| Chief of Staff Communications Officer | $378,334 | $207,901 | $2,360 | $84,179 | $19,155 | $691,929 | $46,085 | ||||||
| Patrick Falvey | |||||||||||||
| Exec VP Chief Integration Officer | $354,857 | $111,879 | $1,482 | $60,875 | $19,155 | $548,248 | $33,625 | ||||||
| Mary Kingston | |||||||||||||
| Exec VP Chief Nursing Officer | $373,916 | $75,691 | $14,919 | $72,660 | $6,937 | $544,123 | |||||||
| Jeffrey Smith MD | |||||||||||||
| EVP Deputy Chief Clincal Officer | $361,974 | $69,084 | $5,517 | $19,125 | $19,155 | $474,855 | |||||||
| Amy Rislov | |||||||||||||
| SVP Human Resources Director | $286,678 | $84,034 | $9,239 | $19,125 | $19,155 | $418,231 | |||||||
| Cristy Garcia-Thomas | |||||||||||||
| EVP President Foundation | $270,005 | $74,338 | $983 | $53,765 | $19,155 | $418,246 | |||||||
| Michael Laird | |||||||||||||
| President AMC Grafton | $228,817 | $26,535 | $13,050 | $15,867 | $284,269 | ||||||||
| Dennis Potts | |||||||||||||
| EVP South Market, Director Chair | $439,189 | $133,947 | $4,575 | $86,942 | $13,295 | $677,948 | |||||||
| James Weese MD | |||||||||||||
| VP Cancer Clinic Programs | $470,720 | $23,663 | $7,264 | $29,325 | $13,175 | $544,147 | |||||||
| Frederic Vorlop | |||||||||||||
| Sr VP Commercial Transaction Group | $346,480 | $95,993 | $744 | $19,125 | $19,035 | $481,377 | |||||||
| Carrie Killoran | |||||||||||||
| President Patient Service Market | $337,697 | $84,215 | $19,202 | $19,125 | $460,239 | ||||||||
| David Smith | |||||||||||||
| VP Care Management | $362,024 | $60,743 | $14,645 | $29,325 | $12,737 | $479,474 | |||||||
| David Yeager | |||||||||||||
| SVP Finance | $329,597 | $94,460 | $5,279 | $29,325 | $13,295 | $471,956 | |||||||
| Susan Buettner | |||||||||||||
| Executive VP Former | $80,226 | $87,422 | $337,851 | $383 | $1,996 | $507,878 | |||||||
| Susan Ela | |||||||||||||
| COO Former | -$4,944 | $866,757 | $861,813 | ||||||||||
| Gregory Banaszynski | |||||||||||||
| Executive VP Former | $49,897 | $114,673 | $527,240 | $691,810 | |||||||||
| Donald Nestor | |||||||||||||
| Consultant/Retiree | $419,103 | $419,103 | |||||||||||
| Mary O'Brien | |||||||||||||
| Executive VP Former | -$332 | $42,175 | $489,152 | $87 | $531,082 | ||||||||
| Eugene Monroe MD | |||||||||||||
| President AAH Director | $659,147 | $231,711 | $11,048 | $29,325 | $13,295 | $944,526 | |||||||
| Ruric Anderson MD | |||||||||||||
| Sr VP AUWAMG | $332,602 | $75,992 | $1,526 | $19,125 | $18,409 | $447,654 | |||||||
| Karen Maclay | |||||||||||||
| SVP Finance | $309,380 | $77,040 | $4,946 | $29,325 | $7,335 | $428,026 | |||||||
| John Matthews | |||||||||||||
| Director former | |||||||||||||
| Jere D McGaffey | |||||||||||||
| Director former | |||||||||||||
| Raymond Grady | |||||||||||||
| Chief Administrative Officer Former | -$742 | $143,425 | $451,430 | $36,096 | $630,209 | ||||||||
| Candace Hennessy | |||||||||||||
| Sr VP President VNA Former | -$1,523 | $115,447 | $113,924 | ||||||||||
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | Club memberships are for business club memberships, which are strictly related for business use only, per organizations written policy. |
| Part I Line 4a | The following former employees received payments during the 2013 year specifically related to severance agreements Susan Buettner, Susan Ela, Gregory Banaszynski, Mary OBrien, Raymond Grady, and Candace Hennessy. |
| Part I Line 4b | The following employee participated in a frozen supplemental non-qualified defined benefit retirement plan Nick Turkal, MD. |
| Part I Line 7 | Written incentive compensation plan for certain management levels are awarded based on the organizations annual patient experience, care management, and financial performance results. |
| Part II Line 28 | Donald J. Nestor left Aurora Health Care, Inc. in 2009 following a 20 year career where he played a key role in Auroras growth, including building numerous medical centers and clinics, and acquiring medical groups. Amounts paid to Mr. Nestor include those related to his Aurora retirement benefits. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WI Health & Ed Facilities Authority | ||||||||
| A | 391337855 | 97710JAB1 | 2008-11-14 | $160,000,000 | See Part VI, Supplemental Information | false | false | false |
| WI Health & Ed Facilities Authority | ||||||||
| B | 391337855 | 97710BLE0 | 2009-09-10 | $160,043,815 | See Part VI, Supplemental Information | false | false | false |
| WI Health & Ed Facilities Authority | ||||||||
| C | 391337855 | 97710BRN4 | 2010-01-28 | $224,132,256 | See Part VI, Supplemental Information | false | false | false |
| WI Health & Ed Facilities Authority | ||||||||
| D | 391337855 | 97710BZS4 | 2010-12-09 | $153,375,977 | See Part VI, Supplemental Information | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | In Reserve FundInReserveFundAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $160,000,000 | $1,242,380 | $590,379 | $158,167,241 | 2010 | false | false | Yes (true) | Yes (true) | ||
| B | $34,001,075 | $515,747 | $30,000,000 | 2010 | Yes (true) | false | Yes (true) | Yes (true) | $471,367 | $3,429,972 | |
| C | $224,614,854 | $3,443,256 | $205,000,000 | 2010 | false | false | Yes (true) | Yes (true) | $11,015,000 | $15,863,515 | |
| D | $19,454,343 | $239,080 | $19,215,263 | 2010 | Yes (true) | Yes (true) | Yes (true) | $4,119,792 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.01990 | 0.01990 | Yes (true) | Yes (true) | 0.01400 | Yes (true) | Yes (true) |
| B | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.02040 | 0.02040 | Yes (true) | false | Yes (true) | ||
| C | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.02380 | 0.02380 | Yes (true) | Yes (true) | 0.01100 | false | Yes (true) |
| D | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00940 | 0.00940 | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| B | false | false | false | false | false | Yes (true) | Yes (true) | |
| C | false | false | false | false | false | Yes (true) | Yes (true) | |
| D | false | false | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line Ac | CUSIP numbers include all of the following 97710JAB1, 97710JAC9, 97710JAD7, 97710JAA3, 97710KAA0 |
| Part I Line Af | Reimburse the organization for various building additions, renovations and improvements, land acquisitions, equipment acquisitions and related improvements at various hospital and clinic facilties. |
| Part I Line Bf | Currently refund a portion of the Wisconsin Health and Educational Facilities Authority Revenue Bonds, Series 1997 issued October 1, 1997 and pay or reimburse the organization for construction of a hospital facility. |
| Part I Line Cf | Pay or reimburse the organization for various building additions, renovations and improvements, land acquisitions, equipment acquisitions and related improvements at various hosptial and clinic facilities. |
| Part I Line Df | Currently refund a portion of various Wisconsin Health and Educational Facilities Authority Revenue Bonds Series 1996 AMG, Series 1996 ASMC and Series 1999A AHC and pay or reimburse the organization for construction of a hospital facility. |
| Part II Line 3B | Total proceeds are not identical to the issue price listed in Part I, column e due to investment earnings on debt service reserve funds and the portion of the bonds related to a pre-2003 issuance. |
| Part II Line 3C | Total proceeds are not identical to the issue price listed in Part I, column e due to investment earnings on debt service reserve funds and the portion of the bonds related to a pre-2003 issuance. |
| Part III Line 7 | Aurora monitors the private use of its bond-financed assets and routinely takes steps to limit private use. Aurora does not separately track private payments and private security rather it assumes such tests will be met and manages compliance through this private use monitoring. Based soley on such assumption, Aurora has responded yes to this question. |
| Part III Line 8b | For purposes of responding to this question, Aurora has assumed that all recorded dispositions of bond-financed assets have been made to non-exempt persons. As a result, the amounts reported include routine dispositions in the ordinary course of business at the end of an assets useful life. |
| Part III Line 8c | When there is an anticipated transferred to a non-exempt entity, Aurora has a system in place and routinely works with counsel to take the appropriate remedial action prior to such transfer. In most cases, an appropriate action is taken. However, if Aurora discovers that a transfer has not been remediated, Aurora has procedures in place and works with counsel to engage in the VCAP process. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WI Health & Ed Facilities Authority | ||||||||
| A | 391337855 | 97710BM66 | 2012-02-07 | $394,216,556 | See Part VI, Supplemental Information | false | false | false |
| WI Health & Ed Facilities Authority | ||||||||
| B | 391337855 | 97712DCY0 | 2003-08-15 | $114,234,129 | See Part VI, Supplemental Information | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,317,414 | $173,115,426 | $1,458,300 | $276,800 | $56,678,968 | $114,701,358 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $114,234,129 | $1,539,192 | $1,200,000 | $111,494,938 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.02590 | 0.02590 | Yes (true) | Yes (true) | 0.03900 | Yes (true) | Yes (true) |
| B | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.01250 | 0.01250 | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line Ac | CUSIP numbers include all of the following 99710BM66, 97710MB82, 97710BN24, 97710BN40 |
| Part I Line Af | Currently refund a portion of various Wisconsin Health and Educational Facilities Authority Revenue Bonds Series 1996 AMG, Series 1999A AHC, 1999B AHC, 2006A AHC, 2006B AHC, 2006C AHC, to currently refund all of Wisconsin Health adn Educational Facilities Authority Revenue Bonds, Series 1996 ASMC, and to reimburse the organization for costs for the construction of new improvements, renovation of existing improvements, and acquisition and installation of equipment. |
| Part I Line Bf | Currently refunded a portion of the Wisconsin Health and Educational Facilities Authority Revenue Series, 2003 Bonds issued August 25, 2003 and pay or reimburse the organization for renovations at a hospital facility. |
| Part II Line 3a | Total proceeds are not identical to the issuance price listed in Part I column e due to the portion of the bonds related to a pre-2003 issuance. |
| Part III Line 7 | Aurora monitors the private use of its bond-financed assets and routinely takes steps to limit private use. Aurora does not separately track private payments and private security rather it assumes such tests will be met and manages compliance through this private use monitoring. Based soley on such assumption, Aurora has responded yes to this question. |
| Part III Line 8b | For purposes of responding to this question, Aurora has assumed that all recorded dispositions of bond-financed assets have been made to non-exempt persons. As a result, the amounts reported include routine dispositions in the ordinary course of business at the end of the assets useful life. |
| Part III Line 8c | For purposes of responding to this question, Aurora has assumed that all recorded dispositions of bond-financed assets have been made to non-exempt remedial action prior to such transfer. In most cases, an appropriate action is taken. However, if Aurora discovers that a transfer has not been remediated, Aurora has procedures in place and works with counsel to engage in the VCAP process. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| John Daniels Director | |||
| Chairperson of Quarles Brady Law Firm | $1,857,187 | Legal services 2013 payments | false |
| Nick Turkal MD CEO | |||
| Former director of Wisconsin Hospital Association | $175,141 | 2013 Payments | false |
| Nick Turkal MD CEO | |||
| Former director of Premier, Inc. | $2,125,981 | 2013 Payments | false |
| Nick Turkal MD CEO | |||
| Director of Blood Center of Wisconsin | $13,730,047 | Blood products 2013 payments | false |
| Charles Harvey Director | |||
| Chief Diversity Officer of Johnson Controls, Inc. | $126,138 | Maintenance repair services 2013 payments | false |
| Joanne Bauer Director | |||
| President of Kimberly-Clark Health Care | $164,139 | Medical supplies 2013 payments | false |
| William Ebinger MD Director | |||
| Board Member of Physicians Realty Trust | $190,213 | Building lease 2013 payments | false |
| Richard Weiss Director | |||
| Board Member of Physicians Realty Trust | $190,213 | Building lease 2013 payments | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Review of the 990 The 2013 Form 990 was reviewed by the Chair of the Audit Committee of AHCs Board of Directors, and by senior management of AHC. |
| Form 990, Part VI, Section B, Line 12c | Conflict of Interest policy Officers, directors and key employees are required to complete a Conflict of Interest Statement on an annual basis. AHC Leadership reviews these statements for compliance with the established policy. When a conflict is discovered, the governing body determines if such a conflict warrants a restriction on the capacity of the board member or key employee involved. |
| Form 990, Part VI, Section B, Line 15a b | Process for determining compensation AHCs CEO and the CEOs executive team the CEOs direct reports have their compensation reviewed annually by the Compensation Committee of the AHC Board of Directors, which is vested with board-delegated powers to act on behalf of the board with respect to compensation matters in reviewing and establishing compensation for the CEO and CEOs executive team. The Committee uses a process which is intended to create the presumption that payment of compensation to these persons constitutes reasonable compensation, defined as amounts that are within the range of compensation paid to similarly qualified persons in functionally-comparable positions at similarly-situated organizations. In this process, no member of the Committee who has a conflict of interest with respect to the compensation arrangement at issue is permitted to participate in the review and approval of that compensation arrangement. The Compensation Committee retains and consults with an independent compensation consultant, who prepares a customized market-based analysis for the Committee regarding amounts paid to similarly-qualified persons in functionally-comparable positions at similarly-situated organizations. The Committee uses the market-based analysis provided by the consultant, and where appropriate, performance review and compensation recommendations, to establish market-based compensation for the CEO and the CEOs executive team. After making its compensation decisions, the Committee documents its deliberations and decision in AHCs written or electronic books and records. Key employees and all other employees have their compensation reviewed and approved by their leader annually within market-based guidelines prescribed by the organizations Human Resources function. These market-based guidelines are established using applicable comparability data and similar compensation metrics that are based on similarly-qualified persons in functionally-comparable positions at similarly-situated organizations. Documentation and recordkeeping for these deliberations and decisions is maintained. |
| Form 990, Part XI, Section B, Line 9 | Other changes in net assets or fund balances Other changes in net assets or fund balances consist of net equity transfers among affiliates and change in equity interest in affiliated foundation. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aurora Liability Assurance Ltd | |||||||||||||||
| 23 Lime Tree Bay Ave PO Box 1051 | Grand Cayman | CJ | KY11102 | 980413631 | professional liability insurance | CJ | $12,121,172 | $772,548,072 | N/A | ||||||
| Aurora Medical Center Grafton LLC | |||||||||||||||
| 272953799 | hospital | $171,854,998 | $3,577,232,731 | N/A | 975 Port Washington Road | Grafton | WI | 53024 | WI | ||||||
| East Mequon Surgery Center LLC | |||||||||||||||
| 861075286 | surgical services | $5,508,692 | $88,301,684 | 12203 North Corporate Parkway | Mequon | WI | 53092 | WI | Advanced Healthcare Inc | ||||||
| Midwest Area Physicians LLC | |||||||||||||||
| 264323839 | physician services | $53,717,346 | $1,537,200 | 3031 West Montana Street | Milwaukee | WI | 53215 | WI | Aurora Medical Group Inc | ||||||
| Aurora Quick Care LLC | |||||||||||||||
| 200580790 | health services | $3,134,869 | $400,080 | 3031 West Montana Street | Milwaukee | WI | 53215 | WI | Aurora Medical Group Inc | ||||||
| Health Care Re Ltd | |||||||||||||||
| 981063814 | health services | $21 | $233,156 | N/A | 750 West Virginia Street | Milwaukee | WI | 53204 | WI | ||||||
| Wisconsin Surgery Center LLC | |||||||||||||||
| 383661215 | health services | $4,209,673 | $466,836 | 3305 South 20th Street | Milwaukee | WI | 53215 | WI | Lakeshore Medical Clinic Ltd | ||||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Aurora Medical Group Inc | ||||||||||
| 3031 West Montana Street | Milwaukee | WI | 53215 | 391678306 | physician services | WI | 501c3 | 170b1Aiii | N/A | false |
| Aurora Health Care Metro Inc | ||||||||||
| 2900 West Oklahoma Avenue | Milwaukee | WI | 53215 | 390806181 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Aurora Health Care Central Inc | ||||||||||
| 2636 Eastern Avenue | Plymouth | WI | 53073 | 390930748 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Aurora Psychiatric Hospital Inc | ||||||||||
| 1220 Dewey Avenue | Wauwatosa | WI | 53213 | 390872192 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Aurora Health Foundation Inc | ||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 930828294 | foundation | WI | 501c3 | 170b1Avi | N/A | false |
| Aurora Medical Center of Oshkosh Inc | ||||||||||
| 855 North Westhaven Drive | Oshkosh | WI | 54904 | 391027676 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Aurora Health Care Southern Lakes Inc | ||||||||||
| 252 Mc Henry Street | Burlington | WI | 53105 | 390806347 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| West Allis Memorial Hospital Inc | ||||||||||
| 8901 West Lincoln Avenue | West Allis | WI | 53227 | 391022464 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Kradwell School Inc | ||||||||||
| 1220 Dewey Avenue | Wauwatosa | WI | 53213 | 261516765 | school | WI | 501c3 | 170b1Aii | N/A | false |
| Aurora Medical Center Washington County Inc | ||||||||||
| 1032 East Sumner Street | Hartford | WI | 53027 | 391150165 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Aurora Advanced Healthcare Inc | ||||||||||
| 3003 West Good Hope Road | Glendale | WI | 53209 | 391595302 | physician services | WI | 501c3 | 509a2 | N/A | false |
| Aurora Health Care North Inc | ||||||||||
| 5000 Memorial Drive | Two Rivers | WI | 54241 | 391211629 | hospital | WI | 501c3 | 170b1Aiii | N/A | false |
| Visiting Nurse Association of Wisconsin Inc | ||||||||||
| 11333 West National Avenue | West Allis | WI | 53227 | 390806180 | home care services | WI | 501c3 | 170b1Avi | N/A | false |
| Aurora Family Service Inc | ||||||||||
| 3200 Highland Boulevard | Milwaukee | WI | 53208 | 390806174 | social services | WI | 501c3 | 509a2 | N/A | false |
| Aurora UW Academic Medical Group Inc | ||||||||||
| 1020 North 12th Street | Milwaukee | WI | 53233 | 391136738 | physician services | WI | 501c3 | 509a2 | N/A | false |
| Aurora Foundation Inc | ||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 396044569 | fund raising | WI | 501c3 | 509a3 | N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aurora Consolidated Labs A Co-Tenancy | ||||||||||||||
| 8901 West Lincoln Avenue | West Allis | WI | 53227 | 391898089 | laboratory services | WI | N/A | Related | -$5,054 | $9,897,334 | false | Yes (true) | ||
| NorthShore Surgery Center LP | ||||||||||||||
| 7007 Rangeline Road | Glendale | WI | 53209 | 391548024 | surgical services | WI | $594,872 | $4,136,944 | false | false | Advanced Healthcare Inc | |||
| BayCare Aurora LLC | ||||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391947472 | hospital | WI | N/A | Related | $54,243,598 | $189,059,322 | false | false | $40,098 | |
| Aurora IASIS Health Partners LLC | ||||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 460923400 | health services | WI | N/A | Related | false | false | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aurora Health Care Ventures Inc | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391513129 | for-profit company | WI | N/A | C Corp | $16,564,133 | $140,464,833 | 1.00000 | false | |
| Aurora Health Network Inc | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391817175 | physician contracting | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Wisconsin Health Information Network Inc | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 363836318 | information technology | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Aurora Pharmacy Inc | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391733325 | retail pharmacy | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Diversified Care Inc | |||||||||||||
| 4811 South 76th Street | Greenfield | WI | 53220 | 391609054 | temporary staffing agency | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| FD Inc | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391562019 | inactive | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Aurora Retail Stores Inc | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391722937 | inactive | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Advanced Healthcare Inc | |||||||||||||
| 3003 West Good Hope Road | Glendale | WI | 53209 | 391195501 | physician services | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Lakeshore Medical Clinic Ltd | |||||||||||||
| 100 15th Avenue | South Milwaukee | WI | 53172 | 391696443 | physician services | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Aurora Accountable Care Organization LLC | |||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 454523150 | accountable care | WI | C Corp | 1.00000 | false | Aurora Health Care Ventures Inc | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BayCare Aurora LLC | ||
| a | $2,803,350 | fair value |
| BayCare Aurora LLC | ||
| d | $70,166,563 | fair value |
| Aurora Health Care Metro Inc | ||
| e | $79,249,925 | fair value |
| BayCare Aurora LLC | ||
| q | $78,266,051 | cost |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV | Share of Total Income agrees to Aurora Health Care Ventures, Inc. Form 1120, line 30 Taxable Income, filed on a consolidated basis. |
| Part IV | Share of End-of-Year Assets agrees to Aurora Health Care Ventures, Inc. Form 1120, Schedule L, line 15 Total Assets, filed on a consolidated basis. As such, share of Total Income and share of End-of-Year Assets are not available for corporations directly controlled by Aurora Health Care Ventures, Inc. |