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MERIDIAN HOSPICE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MERIDIAN HOSPICE (EIN 36-3158667)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201203209349302770
Schema version
2011v1.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T09:34:13-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN363158667EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Meridian HospiceBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JAMES DOHENYInCareOfName
Name ControlMERINameControl
Phone6305729393Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 Windsor DriveAddressLine1
CityOak BrookCity
StateILState
ZIP Code605231586ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES DOHENYName
TitleTREASURERTitle
Date Signed2012-11-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3128792000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1Advocate HospiceBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonDENISE M KEEFENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRIVEAddressLine1
CityOAK BROOKCity
StateILState
ZIP Code605231586ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16872665GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.ADVOCATEHEALTH.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1981YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE COMPASSIONATE, COST EFFECTIVE CARE TO IMPROVE THE QUALITY OF LIFE FOR TERMINALLY ILL PATIENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees134TotalNbrEmployees
Total Nbr Volunteers115TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year103005ContributionsGrantsPriorYear
Contributions Grants Current Year79206ContributionsGrantsCurrentYear
Program Service Revenue Prior Year17162845ProgramServiceRevenuePriorYear
Program Service Revenue CY16505449ProgramServiceRevenueCY
Investment Income Prior Year26668InvestmentIncomePriorYear
Investment Income Current Year38027InvestmentIncomeCurrentYear
Other Revenue Prior Year801OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year17293319TotalRevenuePriorYear
Total Revenue Current Year16622682TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year7955132SalariesEtcPriorYear
Salaries Etc Current Year7637870SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year9208893OtherExpensePriorYear
Other Expenses Current Year8207112OtherExpensesCurrentYear
Total Expenses Prior Year17164025TotalExpensesPriorYear
Total Expenses Current Year15844982TotalExpensesCurrentYear
Revenues Less Expenses Prior Year129294RevenuesLessExpensesPriorYear
Revenues Less Expenses CY777700RevenuesLessExpensesCY
Total Assets BOY8386490TotalAssetsBOY
Total Assets EOY7866993TotalAssetsEOY
Total Liabilities BOY4076223TotalLiabilitiesBOY
Total Liabilities EOY2800777TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4310267NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5066216NetAssetsOrFundBalancesEOY
Mission DescriptionHOSPICE, THROUGH ITS TEAM OF CARE GIVERS, PROVIDES A PROGRAM OF COMPASSIONATE, COST EFFECTIVE CARE TO IMPROVE THE QUALITY OF LIFE FOR ITS TERMINALLY ILL PATIENTS THROUGH A COMBINATION OF PAIN AND SYMPTOM MANAGEMENT AND SUPPORT.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense9547566Expense
Revenue16505449Revenue
DescriptionMERIDIAN HOSPICE PROVIDES: - END OF LIFE THERAPIES, - FREE & SUBSIDIZED CARE, - CARE TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST, - UNREIMBURSED SERVICES SUCH AS GRIEF COUNSELING, MUSIC, PET AND MASSAGE THERAPY AND CHAPLAINS, AND - FINANCIAL & OTHER ASSISTANCE TO PATIENTS. - PROVIDED 86,088 DAYS OF CARE DURING 2011. THE DAYS OF CARE CONSISTED OF 81,655 DAYS OF ROUTINE IN-HOME CARE, 4,433 DAYS OF INPATIENT CARE AT HOSPITALS AND NURSING HOMES.Description
Total Program Service Expense9547566TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109673NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees134NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJAMES DOHENYNamePerson
Telephone Number6309905155TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12025 WINDSOR DRIVEAddressLine1
CityOAK BROOKCity
StateILState
ZIP Code60523ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Denise M Keefe
President & Chairperson1.0XX0637563129600
Mary Matthews
Assistant Secretary, Director1.0XX022357721885
Anthony Armada
Director1.0X0765931612450
Michael Englehart
Director1.0X0515208212441
Ann Errichetti MD
Director1.0X01254458223171
David Fox
Director1.0X0917065218708
Kevin McCune
Director1.0X044657651278
Jim Doheny
Treasurer1.0X038781454221
Gail D Hasbrouck
Secretary1.0X0977032180561
Keith A Rancine
VP, Financial Operations1.0X017800131628
Yolanda Evans
RN-After Hours40.0142473019945X
Amy Scheu
Administrator Hospice40.0134345019944X
Sandra Krischak
RN-After Hours40.0104454023431X
Madlene Moore
Director Clinical Services40.0486246248221394X
Megan Styx
Manager Clinical Svcs Hospital40.0202527014033250X
FieldValueIRS element (for citing)
Total Reportable Comp From Org450148TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs6435847TotalReportableCompFrmRltdOrgs
Total Other Compensation1853907TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Related Organizations79206RelatedOrganizations
Total Contributions79206TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEDICARE6239901407053014070530
MEDICAID62399014259891425989
MANAGED CARE, SELF PAY & OTHER62399010089301008930
FieldValueIRS element (for citing)
Total Program Service Revenue16505449TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column29272TotalRevenueColumn
Exclusion$29,272ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities258738Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities248989Securities
Other994Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities9749Securities
Other-994Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column8755TotalRevenueColumn
Exclusion$8,755ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column16622682TotalRevenueColumn
Related Or Exempt Function Income16505449RelatedOrExemptFunctionIncome
Exclusion$38,027ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total6088675Total
Program Services3548621ProgramServices
Management And General2540054ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total175908Total
Program Services102523ProgramServices
Management And General73385ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total872900Total
Program Services508746ProgramServices
Management And General364154ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total500387Total
Program Services254514ProgramServices
Management And General245873ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total2010696Total
Management And General2010696ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total323Total
Management And General323ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total60933Total
Management And General60933ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total130Total
Management And General130ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1417Total
Management And General1417ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3456067Total
Program Services3153738ProgramServices
Management And General302329ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total31868Total
Program Services19300ProgramServices
Management And General12568ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total860968Total
Program Services749986ProgramServices
Management And General110982ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total10301Total
Program Services4101ProgramServices
Management And General6200ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total212493Total
Program Services11074ProgramServices
Management And General201419ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total346895Total
Program Services280577ProgramServices
Management And General66318ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total325Total
Program Services325ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7869Total
Management And General7869ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total128138Total
Management And General128138ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
MEDICAL SUPPLIES912800795137117663
SPECIAL PROJECTS15151513589915616
EMPLOYEE EXPENSES34430547628954
CLAIM SETTLEMENTS1000089691031

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total-30056Total
Program Services-31420ProgramServices
Management And General1364ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total15844982Total
Program Services9547566ProgramServices
Management And General6297416ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4520202BOY
EOY5371772EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2887485BOY
EOY1959064EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11936BOY
EOY16497EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis65248LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec19057LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY25520BOY
EOY46191EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY373108BOY
EOY369796EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY568239BOY
EOY103673EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8386490BOY
EOY7866993EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1952251BOY
EOY1967585EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2123972BOY
EOY833192EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4076223BOY
EOY2800777EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4310267BOY
EOY5066216EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4310267BOY
EOY5066216EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8386490BOY
EOY7866993EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses777700ReconcilationRevenueExpenses
Reconcilation Other Changes-21751ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years80917CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years44373CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years157110CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year103005CurrentTaxYearMinus1Year
Current Tax Year79206CurrentTaxYear
Total464611Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11327372CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13564571CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16878907CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17163646CurrentTaxYearMinus1Year
Current Tax Year16505449CurrentTaxYear
Total75439945Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11408289CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13608944CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years17036017CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17266651CurrentTaxYearMinus1Year
Current Tax Year16584655CurrentTaxYear
Total75904556Total
FieldValueIRS element (for citing)
Public Support Total50975904556PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years105065CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years63818CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31210CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year26668CurrentTaxYearMinus1Year
Current Tax Year29272CurrentTaxYear
Total256033Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years105065CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years63818CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31210CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year26668CurrentTaxYearMinus1Year
Current Tax Year29272CurrentTaxYear
Total256033Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11513354CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13672762CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years17067227CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17293319CurrentTaxYearMinus1Year
Current Tax Year16613927CurrentTaxYear
Total76160589Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99664PublicSupportPercentage509
Prior Year Support Percentage0.99580PriorYearSupportPercentage
Investment Income Percentage0.00336InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00420PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$130OtherActivitiesAmount
Total Lobbying Expenditures IIB130TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITIESIdentifier
Return ReferenceFORM 990, SCHEDULE C, PART II-B, LINE 1iReturnReference
ExplanationMERIDIAN HOSPICE REIMBURSES VARIOUS ASSOCIATES FOR DUES PAID TO VARIOUS PROFESSIONAL ORGANIZATIONS AND ALSO FOR EDUCATIONAL EXPENSES PROVIDED BY PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. MERIDIAN HOSPICE ENDEAVORS TO IDENTIFY THE PORTION OF DUES OR FEES PAID TO THESE ORGANIZATIONS WHICH ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis65248OtherCostOrOtherBasis
Depreciation19057Depreciation
Book Value46191BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings46191TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO AFFILIATES$815,801
3RD PARTY SETTLEMENTS$17,391
FieldValueIRS element (for citing)
Total Of Amounts833192TotalOfAmounts

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Denise M Keefe
029058102199760127006010294402665607671630204976
Mary Matthews
0168402037773017402019134027510245462037773
Anthony Armada
046570602722550279700582272030178013783810182255
Michael Englehart
02729540144610097644018562302681807276490104610
Ann Errichetti MD
043009903797500444609021568507486014776290379750
David Fox
0379744034998401873370181031037677011357730349984
Kevin McCune
0311538010557202946602268402859404978540105572
Jim Doheny
02594680963950319510226840315370442035096395
Gail D Hasbrouck
0407538032197102475230159100021461011575930321971
Keith A Rancine
01574930210020-4940161900154380209629021002
Yolanda Evans
1387820003691083210116240162418000
Amy Scheu
1202870166570-2599011879080650154289000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSupplemental Compensation InformationIdentifier
Return ReferenceSchedule J, Part I, LINE 4BReturnReference
ExplanationSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATE SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: GAIL HASBROUCK, MICHAEL ENGLEHART, ANN ERRICHETTI, DAVID FOX, KEVIN MCCUNE AND DENISE M. KEEFE. THE FOLLOWING EMPLOYEE HAS NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: ANTHONY ARMADA. SCHEDULE J, PART I, LINE 7 NON FIXED PAYMENTS INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
ADVOCATE HEALTH CENTERS
SHARED BOARD MEMBER157925PAYROLL REIMBURSEMENTfalse
EVANGELICAL SERVICES CORPORATION
SHARED BOARD MEMBER8046167PAYROLL REIMBURSEMENTfalse
ADVOCATE HOME CARE PRODUCTS INC
SHARED BOARD MEMBER725418NURSING SERVICESfalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE O SUPPLEMENTAL INFORMATIONGOVERNING BODY FORM 990, PART I, LINE 4 ADVOCATE HEALTH CARE IS AN INTEGRATED DELIVERY SYSTEM INCLUDING NOT-FOR-PROFIT COMMUNITY HOSPITALS, WHICH HAVE COMMUNITY BOARDS. MERIDIAN HOSPICE IS A HOSPICE ORGANIZATION, WHICH SUPPORTS ADVOCATE HEALTH CARE AND ITS AFFILIATES AND IS COMPRISED MOSTLY OF MERIDIAN HOSPICE EMPLOYEES. THIS BOARD STRUCTURE HAS NOT CHANGED SIGNIFICANTLY SINCE THE ORGANIZATION APPLIED FOR EXEMPT STATUS. MERIDIAN HOSPICE IS SUBJECT TO THE POLICIES AND PROCEDURES OF ADVOCATE HEALTH CARE AND OVERSIGHT BY THE ADVOCATE HEALTH CARE NETWORK COMMUNITY BOARD MEMBERS. EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE BYLAWS PROVIDE THAT AN EXECUTIVE COMMITTEE MAY BE APPOINTED. HOWEVER NO EXECUTIVE COMMITTEE HAS BEEN FORMED NOR DID SUCH A COMMITTEE HOLD AUTHORITY AT ANY TIME DURING 2011. DESCRIPTION OF BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 AS GAIL HASBROUCK AND JAMES DOHENY ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. AS GAIL HASBROUCK, JAMES DOHENY, AND DENISE KEEFE ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. AS GAIL HASBROUCK, JAMES DOHENY, DENISE M. KEEFE, AND KEITH RANCINE ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. BYLAWS FORM 990, PART VI, SECTION A, LINE 6 BYLAWS PROVIDE FOR CORPORATE MEMBERS. BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7A MERIDIAN HOSPICE HAS CORPORATE MEMBERS WHO ELECT ITS DIRECTORS. RESERVE POWERS FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, EHS HOME HEALTH CARE SERVICE INC.: THE AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION OR THE BYLAWS; THE MERGER, CONSOLIDATION, DISSOLUTION OR WINDING UP OF THE CORPORATION; THE CONTRACTING OF LOANS OR ISSUING OF EVIDENCES OF INDEBTEDNESS; THE MAKING OF INVESTMENTS; THE SALE OR PURCHASE BY, TRANSFER TO OR BY, OR LEASING TO OR BY THE CORPORATION, OF ASSETS WITH AN AGGREGATE VALUE IN EXCESS OF ONE HUNDRED FIFTY THOUSAND DOLLARS; THE PAYMENT OF A CLAIM OR SETTLEMENT IN EXCESS OF THREE MILLION DOLLARS; THE ADOPTION OF CAPITAL AND OPERATING BUDGETS; ANY OTHER MATTERS WHICH MAY BE SPECIFIED FROM TIME TO TIME BY THE CORPORATE MEMBER BY AMENDMENT TO THE BYLAWS; AND SUCH OTHER MATTERS AS MAY BE REQUIRED BY LAW TO BE SUBMITTED TO THE CORPORATE MEMBER, OR AS TO WHICH THE BOARD OF DIRECTORS DETERMINES BY RESOLUTION THAT SUCH SUBMISSION IS ADVISABLE. TAX PREPARATION PROCESS FORM 990, PART VI, SECTION B, LINE 11B ADVOCATE'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE/CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTOR'S AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. AT THE NOVEMBER AUDIT COMMITTEE MEETING, THE VP OF FINANCE/CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER COORDINATED A REVIEW OF THE FORM 990 WITH COMMITTEE MEMBERS, AS THE AUDIT COMMITTEE IS THE COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH OVERSIGHT OF AUDIT AND TAX MATTERS. THE VP OF FINANCE/CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER RESPONDED TO THE AUDIT COMMITTEE MEMBERS' QUESTIONS AND PROVIDED THE OPPORTUNITY FOR DETAILED DISCUSSION OF THE FORM 990. THE CHANGES IDENTIFIED WERE INCORPORATED, AND THEN A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS "INTERESTED PERSONS"). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT. EXECUTIVE COMPENSATION FORM 990, PART VI, SECTION B, LINES 15 A & B EXECUTIVE COMPENSATION AT ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPENSATIONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, THE LINKAGE OF EXECUTIVE PAY TO PERFORMANCE IS ARTICULATED AND HOW THIS RELATIONSHIP IS TO BE MAINTAINED IS OUTLINED. TO SUPPORT AND IMPLEMENT THE COMPENSATION STRATEGY, FIVE BASIC ELEMENTS ARE UTILIZED. THESE ELEMENTS ARE: - A SOLID, RELIABLE AND TESTED JOB EVALUATION METHODOLOGY, - ACCURATE, QUALITY AND RELEVANT COMPENSATION SURVEY INFORMATION, - A CONSISTENT ANNUAL PROCESS FOR UPDATING THE COMPENSATION LEVELS, - AN ACTIVE BOARD REVIEW PROCESS THAT ASSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ON-GOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE, EXTERNAL REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS. FINANCIAL STATEMENTS AVAILABILITY FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: - DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC), - EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS). THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. HOURS WORKED FORM 990, PART VII, SECTION A, LINE 1A THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF ADVOCATE HEALTH & HOSPITALS CORPORATION AND GENERALLY WORK 40 HOURS PER WEEK. APPROXIMATELY 1 HOUR OF THEIR REGULAR WORK WEEK IS SPENT PROVIDING SERVICES TO MERIDIAN HOSPICE: MARY S. MATTHEWS, ANTHONY ARMADA, MICHAEL ENGLEHART, DAVID FOX, JAMES DOHENY, AND GAIL D. HASBROUCK. DENISE M. KEEFE AND KEITH RANCINE ARE EMPLOYEES OF EHS HOME HEALTH CARE SERVICE, INC. AND GENERALLY WORK 40 HOURS PER WEEK. APPROXIMATELY 1 HOUR OF THEIR REGULAR WORK WEEK IS SPENT PROVIDING SERVICES TO MERIDIAN HOSPICE. ANN ERRICHETTI, MD IS AN EMPLOYEE OF ADVOCATE CONDELL MEDICAL CENTER AND GENERALLY WORKS 40 HOURS PER WEEK. APPROXIMATELY 1 HOUR OF HER REGULAR WORK WEEK IS SPENT PROVIDING SERVICES TO MERIDIAN HOSPICE. UNREALIZED GAIN AND LOSS FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OF $21,751
Disclosure Statement Related to Forms 5471US Organization with Form 5471 Category 5 Filing Requirement MERIDIAN HOSPICE (EIN 36-3158667) Tax Year Ended 12/31/11 Disclosure Statement Related to Forms 5471, Information Return of U.S. Person With Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer Under the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, as a Category 5 filer with respect to certain controlled foreign corporations (CFCs). These filing requirements are or will be satisfied through the filing of Forms 5471 for these CFCs by other U.S. taxpayers identified below who have the same filing requirement. Advocate Health & Hospitals Corporation 2025 Windsor Drive Oak Brook, IL 60523 36-2169147 Ogden, UT Advocate Condell Medical Center 2025 Windsor Drive Oak Brook, IL 60523 26-2525968 Ogden, UT

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
ADVOCATE CONDELL MEDICAL CENTER
2025 WINDSOR DRIVEOAK BROOKIL60523262525968HEALTH CAREIL501(C)(3)3AHHCfalse
ADVOCATE NORTH SIDE HEALTH NETWORK
2025 WINDSOR DRIVEOAK BROOKIL60523363196629HEALTH CAREIL501(C)(3)3AHHCfalse
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DRIVEOAK BROOKIL60523363297360FUNDRAISINGIL501(C)(3)7AHCNfalse
ADVOCATE HEALTH & HOSPITALS CORPORATION
2025 WINDSOR DRIVEOAK BROOKIL60523362169147HEALTH CAREIL501(C)(3)3AHCNfalse
ADVOCATE HEALTH CARE NETWORK
2025 WINDSOR DRIVEOAK BROOKIL60523362167779PARENT CORPIL501(C)(3)11-III-FINAfalse
EHS HOME HEALTH CARE SERVICE INC
2025 WINDSOR DRIVEOAK BROOKIL60523362913108HOME CAREIL501(C)(3)9AHHCfalse
HISPANO CARE INC
2025 WINDSOR DRIVEOAK BROOKIL60523363606486HEALTH CAREIL501(C)(3)9ANHNfalse
RAVENSWOOD HEALTH CARE FOUNDATION
4550 N WINCHESTER AVENUECHICAGOIL60640363196628FUNDRAISINGIL501(C)(3)11-IINAfalse
MASONIC FAMILY HEALTH FOUNDATION INC
2025 WINDSOR DRIVEOAK BROOKIL60523364397387FUNDRAISINGIL501(C)(3)11-IMFHSfalse

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1DREYER MERCY AMBULATORY SURGERY CTR PSHPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11221 N HIGHLAND AVENUEAddressLine1
CityAURORACity
StateILState
ZIP Code60506ZIPCode
FieldValueIRS element (for citing)
EIN363890298EIN
Primary ActivityMEDICAL SERVICESPrimaryActivity
Legal Domicile StateILLegalDomicileState

Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
ADVOCATE HOME CARE PRODUCTS INC
2025 WINDSOR DRIVEOAK BROOKIL60523363315416HEALTH SERVICESILNAC CORP
MIDWEST HEART SPECIALISTS LTD
1901 S MEYERS RD SUITE 350OAKBROOK TERRACEIL60181362841923MEDICAL SERVICESILNAC CORP
ADVOCATE HEALTH CENTERS INC
2025 WINDSOR DRIVEOAK BROOKIL60523364217291MEDICAL SERVICESILNAC CORP
EVANGELICAL SERVICES CORPORATION
2025 WINDSOR DRIVEOAK BROOKIL60523363208101MANAGEMENT SVCSILNAC CORP
HIGH TECHNOLOGY INC
2025 WINDSOR DRIVEOAK BROOKIL60523363368224MEDICAL SERVICESILNAC CORP
DREYER CLINIC INC
1877 W DOWNER PLACEAURORAIL60506362690329MEDICAL SERVICESILNAC CORP
BROMENN PHYSICIAN MANAGEMENT CORPORATION
2025 WINDSOR DRIVEOAK BROOKIL60523371313150MEDICAL SERVICESILNAC CORP
PARKSIDE CENTER CONDO ASSOCIATION
1775 WEST DEMPSTER STREETPARK RIDGEIL60068363452486PROPERTY MANAGEMEILNAC CORP
CENTER FOR ENDOSCOPY LLC
22285 PEPPER ROADLAKE BARRINGTONIL60010262387298HEALTH SERVICESILNAC CORP
ADVOCATE INSURANCE SPC
980422925INSURANCENAC CORP23 LIME TREE BAY AVE GOV SQ BLD 3GRAND CAYMANCJCJ
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
EHS HOME HEALTH CARE SERVICE INC
J156600COST
EHS HOME HEALTH CARE SERVICE INC
L2010696COST
EHS HOME HEALTH CARE SERVICE INC
O411668COST
EHS HOME HEALTH CARE SERVICE INC
Q511920COST
EHS HOME HEALTH CARE SERVICE INC
I59605COST
EHS HOME HEALTH CARE SERVICE INC
R519670COST
ADVOCATE CHARITABLE FOUNDATION
C79206COST