2012-11-15T10:13:47-06:00 2011-12-31 ERNST & YOUNG US LLP 155 NORTH WACKER DRIVE CHICAGO IL 60606 990 2011-01-01 362169147 Advocate Health And Hospitals Corp % JAMES DOHENY ADVO 6309905155 2025 WINDSOR DRIVE OAK BROOK IL 60523 JAMES W DOHENY 2012-11-14 3128792000 2011 2016-02-24 21:20:13Z JAMES SKOGSBERGH 2025 WINDSOR DRIVE OAK BROOK IL 60523 4952817014 false X www.ADVOCATEHEALTH.COM X 1906 IL To serve the health needs of individuals, families and communities through a wholistic philosophy rooted in our fundamental understanding of human beings as created in the image of God. 13 9 25730 4276 78496483 1345701 67887622 13262417 3119941909 3223950172 104472162 72680183 38104429 44669616 3330406122 3354562388 83479818 3669553 0 0 1553707515 1616450064 0 0 552917 1365058918 1439355907 3002246251 3059475524 328159871 295086864 5231584084 5420944810 2669041090 2813844342 2562542994 2607100468 X "THE MISSION OF ADVOCATE HEALTH AND HOSPITALS CORPORATION IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD." false false 2251734499 3669553 2677798002 SEE SCHEDULE O. 251343082 0 152598874 SEE SCHEDULE O. 77486202 0 21007542 SEE SCHEDULE O. 241474463 0 324746735 2822038246 true true false true false false false false false false true true false false true false false true false true true false false false true false true true true false true true false false false false false false false false true true false false false false false true true true false false true 1550 0 true 25730 true true true true CJ false false false false false false false false X 13 9 true false false false true true true true true false true true true true true true true true true true true true IL X JAMES DOHENY 6309905155 2025 WINDSOR DRIVE OAK BROOK IL 60523 X James Skogsbergh 40.0 X X 3316797 0 732783 Mark Harris 1.0 X 0 0 0 Michele Baker Richardson 1.0 X 0 0 0 David Anderson 1.0 X 0 0 0 Alejandro Aparicio MD 1.0 X 0 0 0 Lynn Crump-Caine 1.0 X 0 0 0 John Dossey 1.0 X 0 0 0 Jose Elizondo MD 1.0 X 0 223764 36897 Ronald Mallicoat Jr 1.0 X 0 0 0 Laurie Meyer 1.0 X 0 0 0 Clarence Nixon Jr PhD 1.0 X 0 0 0 Carolyn Smeltzer 1.0 X 0 0 0 John Timmer 1.0 X 0 0 0 William P Santulli 40.0 X 1959394 0 442689 Lee B Sacks MD 40.0 X 1588058 0 332580 James Dan MD 40.0 X 948547 0 385468 James Doheny 40.0 X 387814 0 54221 Kelly Jo Golson 40.0 X 491779 0 291770 Ben Grigaliunas 40.0 X 1256726 0 1588637 Gail D Hasbrouck 40.0 X 977032 0 180561 Dominic J Nakis 40.0 X 1461311 0 330850 Scott Powder 40.0 X 580687 0 123888 Bruce D Smith 40.0 X 963557 0 195285 Rev Jerry Wagenknecht 40.0 X 238846 0 6627 Rev K Bender Schwich 40.0 X 119548 0 88215 Anthony Armada 40.0 X 765931 0 612450 Jonathan Bruss 40.0 X 640389 0 150285 Michael Englehart 40.0 X 515208 0 212441 David Fox 40.0 X 917065 0 218708 Colleen Kannaday 40.0 X 393819 0 280333 Karen Lambert 40.0 X 780875 0 186734 Kenneth Lukhard 40.0 X 1410211 0 318214 Jonathon Somers MD 40.0 X 804849 0 59320 Caleb Lippman MD 40.0 X 793527 0 43985 James Keller MD 40.0 X 757749 0 45732 Geetha Bhat MD 40.0 X 767382 0 30349 Kevin Waldron MD 40.0 X 719186 0 41282 ROGER HUNT 0.0 X 295285 0 40035 LENA DOBBS-JOHNSON 0.0 X 553383 0 33643 BRUCE CAMPBELL 0.0 X 300342 0 607 24705297 223764 7064589 1840 true true false CROTHALL LAUNDRY SERVICE 45 W HINTZ RD WHEELING IL 60090 Laundry Services 11246360 POWER CONSTRUCTION COMPANY 2360 N PALMER DR SCHAUMBURG IL 60173 CONSTRUCTION 8444318 INO THERAPEUTICS LLC P O BOX 642509 PITTSBURGH PA 15264 PHARM THERAPY SVCS 4325038 KRAUSE CONSTRUCTION LLC 3330 EDISON AVE BLUE ISLAND IL 60406 CONSTRUCTION 3357666 MMODAL SERVICES LTD PO BOX 102467 ATLANTA GA 30368 TRANSACTION SVCS 3053338 110 358180 8053012 3614515 1236710 13262417 PROGRAM SERVICE REVENUE 621990 1254333114 1254333114 MEDICARE/MEDICAID PAYMENTS 621990 1055293660 1055293660 PHARMACY 621990 874852905 866524379 8328526 LAB 446110 39470493 39470493 3223950172 10588291 -419513 11007804 0 0 10474560 10088625 385935 385935 385935 1647796459 2365472 1586271496 1798543 61524963 566929 62091892 62091892 154839 358180 95962 58877 58877 0 0 CAFETERIA REVENUE 722210 9581285 17639 9563646 PARKING REVENUE 453220 2721518 2721518 GIFT SHOP REVENUE 812093 822663 822663 31099338 31099338 44224804 3354562388 3176151153 78496483 86652335 3669553 3669553 0 0 0 0 0 1286190482 1185050824 100922893 216765 53276468 44463950 8803539 8979 189301097 177055402 12213792 31903 87682017 81344766 6322474 14777 189928 189928 1624079 318322 1305757 552490 87004 465486 583134 294914 288220 0 10302851 10302851 82881891 76737550 6144341 14956999 1855067 13101932 26708048 23868308 2839740 112797209 86074504 26722705 0 75993450 74767337 1226113 5505072 3911309 1593763 0 4472750 3204561 1268189 41984092 41984092 -104925 -104925 129078692 110185793 18892899 72920646 72119385 801261 MEDICAL SUPPLIES 468583652 468563338 20314 BAD DEBT 156272399 156272399 CONTRACTUAL SERVICES GENERAL 129468410 109953182 19515228 PUBLIC ASSESSMENT FEES 82150939 82150939 22434101 7717893 14435715 280493 3059475524 2822038246 236884361 552917 1715011 2494276 416994502 161615312 0 0 297866547 373497109 0 0 0 0 395126 349598 40639410 42487379 45147107 49493150 2918320841 1668348518 1173482264 1249972323 2640389697 2657502961 455473044 698107046 2966910 2958387 1207588 2215532 155306878 180251737 5231584084 5420944810 515173296 565762061 0 0 3348852 2705188 997077344 1180836010 0 0 0 0 0 0 0 0 1153441598 1064541083 2669041090 2813844342 X 2561493582 2606078034 1049412 1022434 0 0 2562542994 2607100468 5231584084 5420944810 X 295086864 -250529390 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 11341 false false true 341086 false true 587955 940382 false SUPPLEMENTAL LOBBYING INFORMATION SCHEDULE C, PART II-B, LINE 1A ADVOCATE HEALTH AND HOSPITALS CORPORATION SPONSORS A NURSE ADVOCACY COUNCIL, COMPRISED OF NURSES EMPLOYED BY THE SYSTEM. THIS GROUP PROVIDES LEGISLATIVE FORUMS AND EDUCATION SUMMITS TO APPRISE AND EDUCATE LEGISLATORS OF THE ISSUES FACING THE NURSING PROFESSION AND HOW CHANGES IN LEGISLATION AFFECT PATIENT CARE. SCHEDULE C, PART II-B, LINE 1I ADVOCATE HEALTH AND HOSPITALS CORPORATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE ILLINOIS HOSPITAL ASSOCIATION AND THE METROPOLITAN CHICAGO HEALTHCARE COUNCIL. THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND CONGRESS ON LEGAL AND POLICY ISSUES THAT AFFECT HEALTHCARE INCLUDING QUALITY, AFFORDABILITY, PATIENT ACCESS AND ACCREDITATION. A PORTION OF THE ANNUAL MEMBERSHIP DUES PAID TO THESE ORGANIZATIONS IS ATTRIBUTABLE TO THESE LOBBYING ACTIVITIES. ADVOCATE ALSO ENGAGES CERTAIN FIRMS TO LOBBY ON ITS BEHALF REGARDING ISSUES AND POLICIES THAT AFFECT HEALTHCARE SUCH AS QUALITY, AFFORDABILITY AND PATIENT ACCESS. ADVOCATE ALSO REIMBURSES VARIOUS ASSOCIATES FOR DUES PAID TO VARIOUS PROFESSIONAL ORGANIZATIONS AND ALSO FOR EDUCATIONAL EXPENSES PROVIDED BY PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE ENDEAVORS TO IDENTIFY THE PORTION OF DUES OR FEES PAID TO THESE ORGANIZATIONS WHICH ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 36032871 42849978 78882849 1630786014 835461100 795324914 39118325 21791634 17326691 1013834777 777239809 236594968 155698875 33855974 121842901 1249972323 698107046 F 698107046 0 SELF INSURANCE LIABILITY 658164238 3RD PARTY SETTLEMENTS 154104700 OBLIGATION TO RETURN CAPITAL 19410100 PENSION PLAN BENEFITS 75687458 EXECUTIVE PENSION LIABILITY 46991218 INTEREST RATE SWAP MTM SERIES 89091554 REMEDIATION COST ACCRUAL 13995583 UNFUNDED HRA/DRA 5669325 DEFERRED COMPENSATION 716208 DEACONESS RESIDENCE LIABILITY 710699 1064541083 Central America and the Caribbean 1 1 Program Services SELF-INSURANCE 18837997 Central America and the Caribbean 0 0 Program Services CONFERENCE 3989 East Asia and the Pacific 0 0 Program Services CONFERENCE 33480 Europe (Including Iceland and Greenland) 0 0 Program Services CONFERENCE 7661 Middle East and North Africa 0 0 Program Services SEE PART V 51166 North America 0 0 Program Services CONFERENCE 7689 South America 0 0 Program Services CONFERENCE 43698 South Asia 0 0 Program Services CONFERENCE 5687 Central America and the Caribbean 0 0 Investments 496732730 East Asia and the Pacific 0 0 Investments 89517200 Europe (Including Iceland and Greenland) 0 0 Investments 312866079 Middle East and North Africa 0 0 Investments 3025886 North America 0 0 Investments 18850775 1 1 1 1 939984037 939984036 true false true true true false DESCRIPTION OF PROGRAM SERVICE IN MIDDLE EAST AND NORTH AFRICA PART I, LINE 3 (5), COLUMN E One of Advocate's sites of care has a large Middle Eastern population in its service area with distinct healthcare needs and risks based on cultural heritage and norms. Attending the Arab Health Conference and other meetings allows the participants to learn more about these risks and the treatments thereof, and allows the associates to develop contacts with the orders who could be consulted in developing programs/treatment for the affected populations. The expenditures reported in Part I, Line 3 are based on the cash paid for these activities. PURS/JEWLR SALE 75722 75722 71839 LOBBY SALES 15980 15980 160 21 63137 63137 23963 154839 154839 95962 95962 58877 true true X true X true X 600. true true true false true true 69736939 0 69736939 0.02400 452040392 299667304 152373088 0.05250 0 0 0 0.00000 521777331 299667304 222110027 0.07650 2718256 0 2718256 0.00090 77486202 21007542 56478660 0.01950 36039541 20741505 15298036 0.00530 0 0 0 0.00000 2459603 0 2459603 0.00080 118703602 41749047 76954555 0.02650 640480933 341416351 299064582 0.10300 false 156272399 23339307 762606438 860770946 -98164508 X true true 8 1 CHRIST HOSP INCL HOPE CHILDREN'S HOSP

4440 WEST 95TH ST OAK LAWN IL 60453

X X X X X 2 LUTHERAN GEN HOSP INCL LUTH GEN CHI HOSP

1775 DEMPSTER ST PARK RIDGE IL 60068

X X X X X 3 GOOD SAMARITAN HOSPITAL

3815 HIGHLAND AVE DOWNERS GROVE IL 60515

X X X 4 GOOD SHEPHERD HOSPITAL

450 w highway 22 BARRINGTON IL 60010

X X X 5 SOUTH SUBURBAN HOSPITAL & ICU

17800 S KEDZIE HAZEL CREST IL 60429

X X X 6 BROMENN MEDICAL CENTER

1304 FRANKLIN AVENUE NORMAL IL 61761

X X X 7 TRINITY HOSPITAL

2320 EAST 93RD ST CHICAGO IL 60617

X X X 8 EUREKA HOSPITAL

101 S MAJOR STREET Eureka IL 61530

X X X X CHRIST HOSP INCL HOPE CHILDREN'S HOSP 1 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false LUTHERAN GEN HOSP INCL LUTH GEN CHI HOSP 2 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false GOOD SAMARITAN HOSPITAL 3 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false GOOD SHEPHERD HOSPITAL 4 true true 200. true 600. true X X X X X X X true true X true X X X X X true X false false SOUTH SUBURBAN HOSPITAL & ICU 5 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false BROMENN MEDICAL CENTER 6 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false TRINITY HOSPITAL 7 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false EUREKA HOSPITAL 8 true true 200. true 600. true X X X X X X X true true X true false X X X X X true X false false 103 ABMCAEH HEALTH SERVICE BLDG

202 E LOCUST ST BLOOMINGTON IL 61701

PATIENT CARE - OUTPATIENT ADVANCED MRI

2204 EASTLAND DRIVE SUITE 200 BLOOMINGTON IL 61701

PATIENT CARE - OUTPATIENT ABMCAEH POB BUILDING

1300 FRANKLIN AVE NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH MEDICAL OFFICE BUILDING

1302 FRANKLIN NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH HOME HEALTHHOSPICECOMM HEALTH

407 E VERNON NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH COMM CANCER CTR (CYBERKNIFE)

407 E VERNON NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH FRANKLIN AVENUE BUILDING

900 FRANKLIN AVE NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH COMMUNITY HEALTHCARE CLINIC

902 FRANKLIN AVE NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH IL HEART & LUNG ASSOC

1302 FRANKLIN AVE MOB 4500 NORMAL IL 61761

PATIENT CARE - OUTPATIENT ABMCAEH GRIDLEY MED OFFICE BLDG

RT 24 GRIDLEY IL 61744

PATIENT CARE - OUTPATIENT ABMCAEH PHYSICIAN OFFICE BUILDING

3004 GENERAL ELECTRIC ROAD SUITE 1 BLOOMINGTON IL 61704

PATIENT CARE - OUTPATIENT ACL LAB SERVICE CENTER - PARKSIDE CTR

1875 DEMPSTER ST SUITE 504 PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT ACL LAB SERVICE CENTER

3048 N WILTON LAB CHICAGO IL 60657

PATIENT CARE - OUTPATIENT ACL LAB SERVICE CENTER

1775 BALLARD ROAD LL PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT ACL LAB SERVICE CENTER

1870 WEST GALENA BLVD AURORA IL 60506

PATIENT CARE - OUTPATIENT ADVOCATE IMAGING SPEC - WILMETTE

114 SKOKIE BLVD WILMETTE IL 60091

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP

701 LEE STREET STE 100 110 300 DES PLAINES IL 60116

PATIENT CARE - OUTPATIENT AMG GRAND OAKS HEALTH CTR HOLLISTER GR

1800 HOLLISTER DRIVE SUITE G2 LIBERTYVILLE IL 60048

PATIENT CARE - OUTPATIENT AMG PEDS - DEERFIELD

720 OSTERMAN AVENUE 103 DEERFIELD IL 60015

PATIENT CARE - OUTPATIENT AMG FAMILY PRACTICE - ARLINGTON HEIGHTS

825 EAST GOLF ROAD ARLINGTON HEIGHTS IL 60005

PATIENT CARE - OUTPATIENT AMG INTERNAL MEDICINE - BUFFALO GROVE

214 MCHENRY ROAD SUITES B19B20 BUFFALO GROVE IL 60089

PATIENT CARE - OUTPATIENT AMG GREAT LAKES REIT (GLR) INTERNAL MED

27790 WEST HIGHWAY 22 BLDG 1 STE BARRINGTON IL 60010

PATIENT CARE - OUTPATIENT AMG OLYMPIA FIELDS

4001 VOLLMER ROAD OLYMPIA FIELDS IL 60461

PATIENT CARE - OUTPATIENT AMG OLYMPIA FIELDS CORP & PHYS THERAPY

20110 GOVERNORS HIGHWAY OLYMPIA FIELDS IL 60461

PATIENT CARE - OUTPATIENT AMG BOURBONNAIS

595 WILLIAM LATHAM SR DRIVE BOURBONNAIS IL 60914

PATIENT CARE - OUTPATIENT AMG ORLAND PARK CLINIC & SURGICAL CTR

9550 W 167TH STREET ORLAND PARK IL 60467

PATIENT CARE - OUTPATIENT AMG LIBERTYVILLE OFFICE BUILDING

716 S MILWAUKEE ROAD LIBERTYVILLE IL 60048

PATIENT CARE - OUTPATIENT AMG MEDICAL OFFICE BUILDING

3000 NORTH HALSTED STREET VAR SUI CHICAGO IL 60657

PATIENT CARE - OUTPATIENT AMG DOCTORS OFFICE

3040 NORTH WILTON CHICAGO IL 60657

PATIENT CARE - OUTPATIENT AMG GARTNER DENTISTRY BUILDING

811 WEST WELLINGTON AVENUE CHICAGO IL 60657

PATIENT CARE - OUTPATIENT AMG LAKEVIEW SCHOOL BASED HEALTH CENTER

4015 N ASHLAND AVENUE RM 103 CHICAGO IL 60657

PATIENT CARE - OUTPATIENT AMG AMUNDSEN SCHOOL BASED HEALTH CENTER

5110 NORTH DAMEN AVENUE RM 307 CHICAGO IL 60625

PATIENT CARE - OUTPATIENT AMG RAVENSWOOD OBGYN PRACTICE

1945 WEST WILSON AVENUE SUITE 2100 CHICAGO IL 60640

PATIENT CARE - OUTPATIENT AMG MILLENNIUM PARK

111 N WABASH AVENUE SUITE 1710 CHICAGO IL 60602

PATIENT CARE - OUTPATIENT AMG IVY PHYSICIANS GROUP

2437 N SOUTHPORT AVENUE 1ST FLOOR CHICAGO IL 60614

PATIENT CARE - OUTPATIENT AMG FAMILY PRACTICE AT RAVENSWOOD

4600 N RAVENSWOOD AVENUE CHICAGO IL 60640

PATIENT CARE - OUTPATIENT AMG RAVENSWOOD MEDICAL GROUP

1945 W WILSON AVENUE 4TH FLOOR CHICAGO IL 60640

PATIENT CARE - OUTPATIENT AMG ILLINOIS MASONIC PHYSICIAN GROUP

4211 N CICERO SUITE 300 CHICAGO IL 60641

PATIENT CARE - OUTPATIENT AMG CHICAGO (MEDICINE & SURGERY)

11250 S WESTERN CHICAGO IL 60643

PATIENT CARE - OUTPATIENT AMG OLYMPIA FIELDS CANCER CARE INSTITUTE

3700 W 203RD STREET OLYMPIA FIELDS IL 60461

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - GLENVIEW

1225 MILWAUKEE ROAD GLENVIEW IL 60025

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - PARKSIDE CENTER

1875 W DEMPSTER STREET SUITE 525 PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - RICHTON PARK

4511 SAUK TRAIL RICHTON PARK IL 60471

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - OAK LAWN

4712 W 103RD STREET OAK LAWN IL 60453

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - WAUCONDA

224 BROWN STREET WAUCONDA IL 60522

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - HYDE PARK

1301 E 47TH STREET UNIT 2 CHICAGO IL 60615

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - SOUTHEAST

2301 E 93RD STREET SUITE 213 CHICAGO IL 60617

PATIENT CARE - OUTPATIENT AMG - MUNDELEIN INTERNAL MEDICINE

550 N LAKE STREET MUNDELEIN IL 60060

PATIENT CARE - OUTPATIENT AMG - LOCKPORT PRIMARY CARE

1206 E 9TH STREET SUITE 210 LOCKPORT IL 60441

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP - HYDE PARK

1515 E 52ND PLACE UNIT 5 CHICAGO IL 60615

PATIENT CARE - OUTPATIENT ADVOCATE MEDICAL GROUP

3118 N ASHLAND AVENUE CHICAGO IL 60657

PATIENT CARE - OUTPATIENT ASASC - TINLEY WOODS SURGERY CENTER

18210 SOUTH LAGRANGE ROAD TINLEY PARK IL 60487

PATIENT CARE - OUTPATIENT BETHANY POB BUILDING

414 SOUTH HOMAN CHICAGO IL 60624

PATIENT CARE - OUTPATIENT BETHANY POB BUILDING

3410 WEST VAN BUREN CHICAGO IL 60624

PATIENT CARE - OUTPATIENT CHRIST PHYSICIAN'S OFFICES

11745 SOUTHWEST HIGHWAY PALOS HEIGHTS IL 60463

PATIENT CARE - OUTPATIENT CHRIST PHYSICIAN'S OFFICES

4151 NAPERVILLE ROAD LISLE IL 60532

PATIENT CARE - OUTPATIENT CHRIST HIGH TECH OFFICES

11800 SOUTHWEST HIGHWAY PALOS HEIGHTS IL 60463

PATIENT CARE - OUTPATIENT CHRIST DEVELOPMENT CENTER

4546 WEST 95TH STREET OAK LAWN IL 60453

PATIENT CARE - OUTPATIENT CHRIST PHYSICIAN'S OFFICES

9848 SOUTH ROBERTS ROAD PALOS HEIGHTS IL 60465

PATIENT CARE - OUTPATIENT CHRIST FAMILY PRACTICE

4140 WEST SOUTHWEST HIGHWAY HOMETOWN IL 60456

PATIENT CARE - OUTPATIENT CHRIST POB BUILDING

4400 WEST 95TH STREET VAR SUITES OAK LAWN IL 60453

PATIENT CARE - OUTPATIENT CHRIST WOMEN'S HEALTH CENTER

18200 SOUTH LAGRANGE ROAD SUITE 20 TINLEY PARK IL 60477

PATIENT CARE - OUTPATIENT CHRIST OUTPATIENT CENTER LOCKPORT

1206 E 9TH ST STE 110170250270 LOCKPORT IL 60441

PATIENT CARE - OUTPATIENT CHRIST ADVOCATE PTOT

12340-50 S HARLEM AVENUE PALOS HEIGHTS IL 60463

PATIENT CARE - OUTPATIENT CHRIST BREAST HEALTH CENTER

4545 W 103RD STREET OAK LAWN IL 60453

PATIENT CARE - OUTPATIENT CHRIST HOSPITAL OUTPATIENT LOCATION

11824 SOUTHWEST HWY STE 13514015 PALOS HEIGHTS IL 60463

PATIENT CARE - OUTPATIENT GOOD SAMARITAN NORTH PAVILION

3743 HIGHLAND AVENUE DOWNERS GROVE IL 60515

PATIENT CARE - OUTPATIENT GOOD SAMIRITAN WELLNESS CENTER

3551 HIGHLAND AVENUE DOWNERS GROVE IL 60515

PATIENT CARE - OUTPATIENT MIDWEST CENTER FOR DAY SURGERY

3811 HIGHLAND AVENUE DOWNERS GROVE IL 60515

PATIENT CARE - OUTPATIENT GOOD SAMARITAN POB TOWER 1

3825 HIGHLAND AVENUE VAR SUITES DOWNERS GROVE IL 60515

PATIENT CARE - OUTPATIENT GOOD SAMARITAN POB TOWER 2

3825 HIGHLAND AVENUE VAR SUITES DOWNERS GROVE IL 60515

PATIENT CARE - OUTPATIENT GOOD SAMARITAN WOODRIDGE IMAGING CENTER

7530 WOODWARD AVENUE WOODRIDGE IL 60517

PATIENT CARE - OUTPATIENT GOOD SAM LEMONT WALK-IN CLINRADIOLOGY

15900 W 127TH STREET STS 100131 LEMONT IL 60439

PATIENT CARE - OUTPATIENT GOOD SAMARITAN HOSPITAL OUTPATIENT CTR

6840 MAIN STREET 1ST FLOOR SUITE DOWNERS GROVE IL 60515

PATIENT CARE - OUTPATIENT GOOD SHEPHERD HEALTH & FITNESS CENTER

1301 SOUTH BARRINGTON ROAD BARRINGTON IL 60005

PATIENT CARE - OUTPATIENT GOOD SHEPHERD NORTH SUBURBAN CLINIC

2575 ALGONQUIN ROAD ALGONQUIN IL 60102

PATIENT CARE - OUTPATIENT GOOD SHEPHERD POB BUILDING 1

27790 WEST HIGHWAY 22 VAR SUITES BARRINGTON IL 60010

PATIENT CARE - OUTPATIENT GOOD SHEPHERD POB BUILDING 2

27790 WEST HIGHWAY 22 VAR SUITES BARRINGTON IL 60010

PATIENT CARE - OUTPATIENT GOOD SHEPHERD BRIARWOOD BUILDING

2772 COUNTY LINE RD STE 100-400 ALGONQUIN IL 60102

PATIENT CARE - OUTPATIENT GOOD SHEPHERD REHABILITATION CENTER

5150 NORTHWEST HIGHWAY CRYSTAL LAKE IL 60014

PATIENT CARE - OUTPATIENT GOOD SHEPHERD OUTPATIENT CENTER

525 CONGRESS PARKWAY 1ST FLOOR 2 CRYSTAL LAKE IL 60014

PATIENT CARE - OUTPATIENT GOOD SHEPHERD BREAST IMAGING CENTER

350 SURRYSE ROAD SUITES 14015025 LAKE ZURICH IL 60047

PATIENT CARE - OUTPATIENT GOOD SHEPHERD IMAGING CENTER

2284 W COUNTY LINE ROAD ALGONQUIN IL 60014

PATIENT CARE - OUTPATIENT LUTHERAN GENERAL PARKSIDE CENTER

1875 DEMPSTER STREET PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT LUTHERAN GENERAL EAST PAVILLION

1775 WESTERN AVENUE PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT LUTH GEN YACKTMAN CHILDREN'S PAVILLION

1675 DEMPSTER STREET PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT LUTHERAN GENERAL NESSET HEALTH CENTER

1775 WEST BALLARD ROAD PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT LUTH GEN CENTER FOR ADVANCED CARE

1700 LUTHERAN LANE PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT LUTHERAN GENERALGOLF SURGICAL CENTER

8901 GOLF ROAD DES PLAINES IL 60016

PATIENT CARE - OUTPATIENT LUTHERAN GENERAL CARDIAC RISK

8820 DEMPSTER STREET PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT LUTHERAN GENERAL CLINIC (ADULT DOWNS)

1610 LUTHER LANE PARK RIDGE IL 60068

PATIENT CARE - OUTPATIENT SOUTH SUBURBAN FRANKFORT MEDICAL OFFICE

20325 SOUTH GRACELAND LANE FRANKFORT IL 60423

PATIENT CARE - OUTPATIENT SOUTH SUB TINLEY PARK MEDICAL OFFICE

16750 SOUTH 80TH AVENUE TINLEY PARK IL 60477

PATIENT CARE - OUTPATIENT SOUTH SUBURBAN HOSP - CRETE LOCATION

1024-1036 E STEGER ROAD 4 SUITES CRETE IL 60417

PATIENT CARE - OUTPATIENT SOUTH SUBURBAN POB BUILDING

17850 SOUTH KEDZIE STE LL 1 2 HAZEL CREST IL 60429

PATIENT CARE - OUTPATIENT SOUTH SUBURBAN HOSPITAL CANCER CENTER

17750 SOUTH KEDZIE HAZEL CREST IL 60429

PATIENT CARE - OUTPATIENT TRINITY POB BUILDING

2301-2315 EAST 93RD ST VAR SUITES CHICAGO IL 60617

PATIENT CARE - OUTPATIENT TRINITY SLEEP CENTER

1111 EAST 87TH STREET SUITE 500 CHICAGO IL 60617

PATIENT CARE - OUTPATIENT AMG - HEART & VASCULAR OF ILLINOIS

5151 W 95TH STREET 2ND FL OAK LAWN IL 60453

PATIENT CARE - OUT PATIENT AMG - METRODOCS

431 LAKEVIEW COURT MOUNT PROSPECT IL 60056

PATIENT CARE - OUT PATIENT AMG - POSEN

259 W WALTER ZIMNY DRIVE POSEN IL 60469

PATIENT CARE - OUT PATIENT SOUTH SUBURBAN MED OFF & SLEEP CENTER

16532 OAK PARK AVENUE SUITE LL1 TINLEY PARK IL 60477

PATIENT CARE - OUT PATIENT TRINITY WOUND CARE CLINIC

8751 S GREENWOOD SUITE 600 CHICAGO IL 60619

PATIENT CARE - OUT PATIENT PART VI, LINE 1 - DESCRIPTION FOR Part I, Line 3c N/A PART VI, LINE 1 - DESCRIPTION FOR Part I, Line 6a A SYSTEM-WIDE COMMUNITY BENEFIT REPORT IS FILED BY: ADVOCATE HEALTH CARE NETWORK 2025 WINDSOR DRIVE, OAK BROOK, IL 60523 EIN 36-2167779. PART VI, LINE 1-DESCRIPTION FOR PART I, LINE 7 A COST-TO-CHARGE RATIO, DERIVED FROM SCHEDULE H INSTRUCTIONS WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7A. SCHEDULE H INSTRUCTIONS WORKSHEET 3, UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7B. A COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINES 7E, 7F, 7G, AND 7I. PART VI, LINE 1-DESCRIPTION FOR PART I, LINE 7G ADVOCATE OWNS AND OPERATES VARIOUS PHYSICIAN CLINICS WHICH PROVIDE SUBSIDIZED HEALTH SERVICES INCLUDING THE ADULT DOWN SYNDROME PROGRAM, SCHOOL BASED HEALTH CLINICS, A CYSTIC FIBROSIS CLINIC, AND ADDICTION TREATMENT SERVICES. THESE CLINICS SERVE A WIDE RANGE OF PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. AS THESE CLINICS ARE WHOLLY OWNED BY ADVOCATE THE COST OF THE SUBSIDIZED HEALTH CARE THEY PROVIDE IS INCLUDED IN PART 1, LINE 7G. THE NET COMMUNITY BENEFIT INCLUDED FOR PHYSICIAN CLINIC SUBSIDIZED HEALTH SERVICES IS $812,259. PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7H ADVOCATE HEALTH AND HOSPITALS CORPORATION CONDUCTS NUMEROUS RESEARCH ACTIVITIES FOR THE ADVANCEMENT OF MEDICAL AND HEALTH CARE SERVICES. HOWEVER, THE UNREIMBURSED COST OF SUCH RESEARCH ACTIVITIES IS NOT READILY DETERMINABLE AND NO AMOUNT IS BEING REPORTED FOR PURPOSES OF THE 2011 FORM 990, SCHEDULE H. PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7, COLUMN (F) $156,272,399 OF BAD DEBT EXPENSE WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT WAS REMOVED FROM THE DENOMINATOR FOR PURPOSES OF SCHEDULE H, PART I, LINE 7, COLUMN (F). PART VI, LINE 1 - DESCRIPTION FOR Part II N/A PART VI, LINE 1 - DESCRIPTION FOR Part III, Line 4 THE FOOTNOTES TO ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES' AUDITED FINANCIAL STATEMENTS DO NOT SPECIFICALLY ADDRESS BAD DEBT EXPENSE; RATHER, THE FOOTNOTE DESCRIBES ADVOCATE'S PATIENT ACCOUNTS RECEIVABLE POLICY. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT NET REALIZABLE VALUE. ADVOCATE CONDELL MEDICAL CENTER EVALUATES THE COLLECTABILITY OF ITS ACCOUNTS RECEIVABLE BASED ON THE LENGTH OF TIME THE RECEIVABLE IS OUTSTANDING, PAYER CLASS, HISTORICAL COLLECTION EXPERIENCE, AND TRENDS IN HEALTH CARE INSURANCE PROGRAMS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE. THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 IS BASED ON THE RATIO OF PATIENT CARE COST TO CHARGES. THE UNREIMBURSED COST OF BAD DEBT WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) TO THE ORGANIZATION'S BAD DEBT PROVISION PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS RECEIVED. ADVOCATE MAKES EVERY EFFORT TO IDENTIFY THOSE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BY STRICTLY ADHERING TO ITS FINANCIAL ASSISTANCE POLICY. WE BELIEVE THAT ADVOCATE HAS A POPULATION OF PATIENTS WHO ARE UNINSURED OR UNDERINSURED BUT WHO DO NOT COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) WHICH COULD BE REASONABLY ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF SUFFICIENT INFORMATION HAD BEEN AVAILABLE TO MAKE A DETERMINATION OF THEIR ELIGIBILITY, WAS BASED UPON SELF PAY PATIENT ACCOUNTS WHICH HAD AMOUNTS WRITTEN OFF TO BAD DEBTS. OUR METHOD WAS TO BEGIN WITH THE SELF-PAY PORTION OF BAD DEBT EXPENSE PROVISION. THIS COST WAS THEN REDUCED BY CHARGES IDENTIFIED AS TRUE BAD DEBT EXPENSE, INCLUDING COPAYS FOR PATIENTS WHO QUALIFIED FOR LESS THAN 100% FINANCIAL ASSISTANCE, AND CHARGES FOR PATIENTS WHO APPLIED FOR FINANCIAL ASSISTANCE AND WERE DENIED. THE COST TO CHARGE RATIO WAS THEN APPLIED TO THE REMAINING CHARGES, TO DETERMINE THE VALUE (AT COST) OF PATIENT ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT. WE BELIEVE THIS PROCESS IS A REASONABLE BASIS FOR OUR ESTIMATE. AS WE ARE ONLY CONSIDERING SELF-PAY ACCOUNTS WRITTEN OFF TO BAD DEBT FOR THIS ESTIMATE, THIS ESTIMATE DOES NOT INCLUDE THE IMMEDIATE 20% DISCOUNT TO CHARGES WHICH IS APPLIED TO ALL SELF-PAY PATIENTS. IT ALSO DOES NOT INCLUDE ACCOUNT BALANCES OR CO-PAYS OF NON-SELF PAY ACCOUNTS WHICH ARE WRITTEN OFF TO BAD DEBT WHEN THE PATIENT HAS NO OTHER FINANCIAL RESOURCES TO PAY THESE AMOUNTS AND THE PATIENT DOES NOT APPLY FOR FINANCIAL ASSISTANCE. BAD DEBT AMOUNTS HAVE BEEN EXCLUDED FROM OTHER COMMUNITY BENEFIT AMOUNTS REPORTED THROUGHOUT SCHEDULE H. PART VI, LINE 1 - DESCRIPTION Part III, Line 8 THE SHORTFALL OF $98,164,508 ON PART III, LINE 7 IS THE UNREIMBURSED COST OF PROVIDING SERVICES FOR MEDICARE PATIENTS AND SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE PROVIDING THESE SERVICES WITHOUT REIMBURSEMENT LESSENS THE BURDENS OF GOVERNMENT OR OTHER CHARITIES THAT WOULD OTHERWISE BE NEEDED TO SERVE THE COMMUNITY. FOR ADVOCATE HEALTH AND HOSPITAL CORPORATION'S HOSPITAL OPERATIONS, THE UNREIMBURSED COST OF MEDICARE WAS CALCULATED BY APPLYING THE ORGANIZATIONS COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) AND FOR NON-HOSPITAL OPERATIONS THE COST TO CHARGE RATIO CALCULATED ON WORKSHEET 2 RATIO OF PATIENT CARE COST TO CHARGES TO THE ORGANIZATIONS MEDICARE, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS AND/OR CONTRIBUTIONS RECEIVED THAT WERE DESIGNATED FOR THE PAYMENT OF MEDICARE PATIENT BILLS. PART VI, LINE 1 - DESCRIPTION Part III, Line 9b ADVOCATE HEALTH AND HOSPITALS CORPORATION MAINTAINS BOTH WRITTEN FINANCIAL ASSISTANCE AND BAD DEBT/COLLECTION POLICIES. THE BAD DEBT/COLLECTION POLICY DOES NOT APPLY TO THOSE PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE, THEREFORE SUCH PATIENTS ARE NOT SUBJECT TO COLLECTION PRACTICES. Part VI, Line 1 - Description for Part V, Sec B, Line 11h OTHER FACTORS USED IN DETERMINING AMOUNTS CHARGED TO PATIENTS INCLUDE: DECEASED PATIENTS WITH NO ESTATE; HOMELESS PATIENTS, OR PATIENTS WHO RECEIVE CARE IN A HOMELESS CLINIC; PATIENTS WHO QUALIFY FOR A STATE DEPARTMENT OF HUMAN SERVICES (DHS) ASSISTANCE PROGRAM, BUT HAVE NO MEDICAL COVERAGE (E.G., ILLINOIS AMI/GA, FOOD STAMP, PRESCRIPTION, WOMEN, INFANTS AND CHILDREN (WIC), WHY WAIT AND WISE WOMEN PROGRAMS); COUNTY HEALTH CLINIC PATIENTS, LEGAL ASSISTANCE FOUNDATION OF ILLINOIS REFERRALS; INDIVIDUALS WITH A VALID ADDRESS AT LOW-INCOME/SUBSIDIZED HOUSING; INCARCERATED INDIVIDUALS; INCOMPETENT INDIVIDUALS WITH COMPROMISED DIAGNOSES (E.G., SUBSTANCE ABUSE, PSYCHIATRIC); INDIVIDUALS MEETING DEFINED CREDIT REPORTING (OR OTHER EXTERNAL REPORTING) RESULT THRESHOLDS; PATIENTS WITH PRIOR HISTORY OF INABILITY TO MAKE PAYMENTS; PATIENTS WITH COURT FILED OR APPROVED BANKRUPTCY DETERMINATIONS. Part VI, Line 1 - Description for Part V, Sec B, Line 13g ADVOCATE HEALTH AND HOSPITALS CORPORATION COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE: 1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNAGE IS CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS. 3. BROCHURES ARE PLACED IN HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS, AND INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATE'S FINANCIAL ASSISTANCE POLICY AND A FINANCIAL ASSISTANCE APPLICATION ARE GIVEN TO ALL UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATE'S WEBSITE PROMINENTLY NOTES THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE FINANCIAL ASSISTANCE APPLICATION PROCESS, A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY, AND THE FINANCIAL ASSISTANCE APPLICATION. 6. HOSPITAL BILLS TO ALL UNINSURED PATIENTS INCLUDE A REQUEST THAT THE PATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE; AND INCLUDE A SUMMARY OF ADVOCATES FINANCIAL ASSISTANCE POLICY, A FINANCIAL ASSISTANCE APPLICATION AND A TELEPHONE NUMBER TO REQUEST FINANCIAL ASSISTANCE. Part VI, Line 1 - Description for Part V, Sec B, Line 16e ADVOCATE HEALTH AND HOSPITALS CORPORATION DOES NOT PERFORM ACTIONS SUCH AS THOSE LISTED IN LINES 16A-D UNTIL REASONABLE EFFORTS HAVE BEEN MADE TO DETERMINE A PATIENT'S FAP ELIGIBILITY. Part VI, Line 1 - Description for Part V, Sec B, Line 17e ADVOCATE MAKES REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY UNDER ITS FAP, INCLUDING SENDING A SERIES OF LETTERS AND ATTEMPTS TO WORK WITH THE PATIENT THROUGH THE FINANCIAL COUNSELING PROCESS AND/OR PHONE CALLS. ALL CORRESPONDENCE ASKS THE PATIENT TO NOTIFY THE HOSPITAL IF HE/SHE IS EXPERIENCING "DIFFICULTY IN PAYING YOUR BILL". ADVOCATE ALSO USES EARLY OUT AND PRECOLLECTION VENDORS TO ASSIST IN OBTAINING PAYMENTS OR COLLECTING FINANCIAL ASSISTANCE ELIGIBILITY INFORMATION. THESE VENDORS HAVE THE FOLLOWING LANGUAGE IN THEIR CONTRACT: "VENDOR WILL COMMUNICATE THE ADVOCATE HEALTH CARE POLICY AND GUIDELINE TO ANY PATIENT EXPRESSING A DIFFICULTY IN PAYING THEIR BILL" AND, "VENDOR WILL MAIL THE ADVOCATE HEALTH CARE CHARITY APPLICATION TO ANY PATIENTS EXPRESSING A DIFFICULTY IN PAYING THEIR BILL". ADVOCATE'S BAD DEBT AGENCY CONTRACTS HAVE THE FOLLOWING LANGUAGE: "AGENCY SHALL EVALUATE EACH PATIENT WHOSE ACCOUNT IS REFERRED TO AGENCY, WHERE THE PATIENT EXPRESSES DIFFICULTY OR INABILITY TO PAY THEIR BILL, FOR ELIGIBILITY UNDER ADVOCATE'S FINANCIAL ASSISTANCE POLICY." VENDOR AND AGENCY CONTRACTS ARE STANDARD ACROSS ADVOCATE'S SYSTEM. Part VI, Line 1 - Description for Part V, Sec B, Line 19d THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO A FAP-ELIGIBLE PATIENT FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS BASED ON A SLIDING SCALE PERCENTAGE OF ANNUAL FAMILY INCOME WHICH IS TIED TO THE FPG FAMILY INCOME LIMIT APPLICABLE TO THE PATIENT. FOR A FAMILY WITH INCOME BETWEEN TWO AND THREE TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 5% OF ANNUAL FAMILY INCOME. FOR A FAMILY WITH INCOME BETWEEN THREE AND FOUR TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 10% OF ANNUAL FAMILY INCOME. FOR AN UNINSURED FAMILY WITH INCOME BETWEEN FOUR AND SIX TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 25% OF ANNUAL FAMILY INCOME. PART VI, LINE 2 - Needs Assessment IN JANUARY 2011, ADVOCATE HEALTH AND HOSPITALS CORPORATION IMPLEMENTED A NEW COMMUNITY HEALTH ACCOUNTABILITY STRUCTURE AT ALL TEN OF ITS HOSPITALS. THE OVERALL GOAL WAS TO MORE STRATEGICALLY FOCUS THE HOSPITALS COMMUNITY HEALTH PROGRAMMING TO ENSURE KEY COMMUNITY NEEDS ARE BEING ADDRESSED AND THAT THE PROGRAMS, WHETHER DEVELOPED OR SUSTAINED, MEASURABLY IMPROVE COMMUNITY HEALTH. COMMUNITY HEALTH COMMITTEES WERE PUT IN PLACE AT EACH HOSPITAL TO CONDUCT COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENTS USING A STANDARDIZED APPROACH. REPRESENTATIVES FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY DEPARTMENTS, LED BY THE HOSPITALS COMMUNITY HEALTH LEADER, MET REGULARLY DURING THE FIRST HALF OF THE YEAR. COMMUNITY REPRESENTATIVES SERVING ON EACH HOSPITALS GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS ON THE COMMITTEE. ADDITIONAL COMMUNITY, CLINICAL AND OTHER HOSPITAL REPRESENTATIVES WILL BE ADDED TO THE COMMITTEE TO ENHANCE PROGRAM PLANNING AND IMPLEMENTATION. THE HOSPITALS COMMUNITY HEALTH COMMITTEE MEMBERS ATTENDED THREE CHNA WORKSHOPS IN 2011 SPONSORED BY THE SYSTEM. THE WORKSHOPS WERE DESIGNED TO LAUNCH THE CHNA PROCESS BY EDUCATING MEMBERS ON HOW TO CONDUCT AN ASSESSMENT, INCLUDING CUTTING EDGE THINKING ON ADDRESSING COMMUNITY NEED. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE HOSPITAL COMMITTEES IDENTIFIED THEIR SERVICE AREAS KEY HEALTH NEEDS AND THEN EMPLOYED A STANDARDIZED PRIORITY SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. DURING THE PROCESS, SITES EXAMINED THEIR COMMUNITYS CHALLENGES AND ASSETS, AND HAD DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERING WITH OTHER ORGANIZATIONS AND SHARING RESOURCES TO ADDRESS COMMUNITY NEED. CHNA RESULTS WERE SHARED AND THE SELECTED PRIORITIES WERE ENDORSED BY EACH HOSPITALS PRESIDENT AND ITS FULL GOVERNING COUNCIL. PROGRAM PLANNING BEGAN IN 2011 AND WILL CONTINUE INTO 2012 AS THE HOSPITALS WORK TO PARTNER WITH OTHER ORGANIZATIONS TO ADDRESS THEIR COMMUNITY-SPECIFIC HEALTH CARE NEEDS. HOSPITAL PLANS WILL BE SHARED AND ENDORSED EACH YEAR BY THEIR GOVERNING COUNCILS AND PLAN SUMMARIES WILL BE SHARED PERIODICALLY WITH ADVOCATES MISSION AND SPIRITUAL CARE COMMITTEE OF THE BOARD, WHICH HAS SYSTEM LEVEL OVERSIGHT OF COMMUNITY HEALTH PLANNING. PART VI, LINE 3 - Patient education of eligibility for assistance ADVOCATE HEALTH AND HOSPITALS CORPORATION ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FOR WHICH THEY ARE ELIGIBLE AND IN SECURING REIMBURSEMENT FROM AVAILABLE THIRD PARTY RESOURCES. FINANCIAL COUNSELING IS PROVIDED TO HELP PATIENTS IDENTIFY AND OBTAIN PAYMENT FROM THIRD PARTIES, INCLUDING ILLINOIS MEDICAID, ILLINOIS CRIME VICTIMS FUND, ETC., AS WELL AS TO DETERMINE ELIGIBILITY UNDER ADVOCATE HEALTH AND HOSPITAL CORPORATIONS HOSPITAL FINANCIAL ASSISTANCE POLICY. ADVOCATE UTILIZES A FINANCIAL SCREENING SOFTWARE PROGRAM TO HELP IDENTIFY PUBLIC ASSISTANCE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE OR ADVOCATE'S FINANCIAL ASSISTANCE AT THE TIME OF REGISTRATION OR AS SOON AS PRACTICABLE THEREAFTER. IN ADDITION, HEALTHADVISOR, ADVOCATE'S EDUCATION REGISTRATION AND PHYSICIAN REFERRAL TELEPHONE CENTER, SERVES AS A COMMUNITY RESOURCE PROVIDING REFERRALS TO GOVERNMENT-FUNDED AND OTHER PROGRAMS VIA TELEPHONE FROM 8 A.M. TO 6 P.M., MONDAY THROUGH FRIDAY. ADVOCATE HEALTH AND HOSPITALS CORPORATION ASSISTS PATIENTS WITH APPLYING FOR ADVOCATE'S OWN FINANCIAL ASSISTANCE SERVICES, IF PATIENTS ARE NOT ELIGIBLE FOR GOVERNMENT-SUPPORTED PROGRAMS. ADVOCATE HEALTH AND HOSPITALS CORPORATION COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE: 1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNS ARE CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUD PART VI, LINE 4 - COMMUNITY INFORMATION ADVOCATE HEALTH CARE NETWORKS PRIMARY SERVICE AREA COVERS THE SIX-COUNTY, CHICAGO METROPOLITAN AREA. THESE COUNTIES INCLUDE COOK, DUPAGE, KANE, LAKE, MCHENRY, AND WILL. ADVOCATE HEALTH AND HOSPITALS CORPORATION PRIMARILY SERVES THE COMMUNITY OF COOK COUNTY. THE POPULATION IN ADVOCATES SERVICE AREA IS DESCRIBED BY THE FOLLOWING DEMOGRAPHIC CHARACTERISTICS: TOTAL POPULATION, POPULATION BY GROUP, RACE/ETHNIC DISTRIBUTION AND KEY SOCIO-ECONOMIC INDICATORS. THE CHICAGO METROPOLITAN AREA IS EXPECTED TO CONTINUE TO GROW FROM 2011 TO 2016, WITH THE POPULATION REACHING NEARLY 8.59 MILLION PEOPLE BY 2016. WHILE THE OVERALL AREA IS EXPECTED TO GROW 1.9%, SEVERAL OF THE COLLAR COUNTIES WILL EXPERIENCE HIGHER GROWTH INCLUDING KANE COUNTY (9.1%) AND WILL COUNTY (10.8%). THE 65+ AGE GROUP IS EXPECTED TO HAVE THE LARGEST INCREASE IN POPULATION (14.7%) FROM 2011 TO 2016, FOLLOWED BY THE 45-64 AGE GROUP (4.3%). THE 18-44 AGE GROUP IS EXPECTED TO DECLINE (2.9%), WHILE THE POPULATION AGED 0-17 IS EXPECTED TO INCREASE SLIGHTLY (0.9%). WHILE THESE ARE THE TRENDS ACROSS THE OVERALL METRO AREA, THE TRENDS VARY IN GREAT DEGREE BY COUNTY. A WIDE RANGE OF DIVERSITY EXISTS AMONG THE COMMUNITIES SERVED BY EACH OF OUR HOSPITALS. ASIANS AND HISPANICS ARE PROJECTED TO CONTINUE TO BE THE TWO FASTEST GROWING RACE/ETHNIC GROUPS FROM 2011 TO 2016 (11.6% AND 10.5% GROWTH EXPECTED, RESPECTIVELY). THE SOCIO-ECONOMIC STATUS OF THE CHICAGO AREA ALSO VARIES BY COUNTY. IN COOK COUNTY, NEARLY 23 PERCENT OF THE HOUSEHOLDS HAVE A HOUSEHOLD INCOME UNDER THE FEDERAL POVERTY LEVEL WITH ANNUAL INCOMES BELOW THE $25,000 THRESHOLD. IN THE COLLAR COUNTIES, TEN TO THIRTEEN PERCENT OF THE HOUSEHOLDS ARE SUBSISTING ON LESS THAN $25,000 A YEAR. OVERALL, THE NUMBER OF PEOPLE ON MEDICAID HAS DECREASED FROM 2010 TO 2011 WHILE THE NUMBER OF UNINSURED INDIVIDUALS HAS INCREASED FROM 2010 TO 2011 BY 0.6%. IN HOUSEHOLDS THAT ARE STRUGGLING ECONOMICALLY, ACCESS TO HEALTH CARE CAN BE LIMITED EITHER BECAUSE OF A LACK OF SERVICES AVAILABLE WITHIN THE MARKET OR BECAUSE AN INDIVIDUALS FINANCIAL CHALLENGES DETER THAT PERSON FROM SEEKING CARE. LACK OF PREVENTIVE CARE OR CARE FOR CHRONIC ILLNESSES BRINGS MORE ACUTELY ILL PATIENTS TO THE HOSPITAL. ADVOCATE PROVIDES QUALITY MEDICAL HEALTH CARE TO VARIOUS COMMUNITIES IN THE CHICAGOLAND AREA REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2011, ADVOCATE EXPERIENCED 167,767 INPATIENT ADMISSIONS, 4,424,799 OUTPATIENT VISITS, AND 19,526 BABIES DELIVERED. PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH IN ADDITION TO SERVING INDIVIDUALS IN THE ACUTE CARE SETTING IN 2011, AHHC PROVIDED COMMUNITY OUTREACH TO THOUSANDS OF PEOPLE THROUGH HEALTH FAIRS, WELLNESS PROGRAMS AND OTHER OUTREACH SERVICES DESIGNED AND DELIVERED TO PROMOTE THE HEALTH OF THE COMMUNITIES IT SERVES. PROMOTE INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. - ADVOCATE IS ONE OF THE LARGEST PROVIDERS OF HEALTH CARE SERVICES TO MEDICAID AND MEDICARE PATIENTS IN CHICAGO AND THE SURROUNDING SUBURBS. - IN PARTNERSHIP WITH THE DUPAGE COUNTY HEALTH DEPARTMENT, ADVOCATE GOOD SAMARITAN HOSPITAL PROVIDES UNDERPRIVILEGED WOMEN ACCESS TO BREAST AND PELVIC EXAMS, PAP SMEARS, ROUTINE AND DIAGNOSTIC MAMMOGRAMS AND BIOPSIES/SURGERY WHEN INDICATED. IN 2011, 901 SERVICES WERE ADMINISTERED THROUGH THE HOSPITAL'S SUPPORT. - ADVOCATE HAS A PARTNERSHIP WITH A FEDERALLY QUALIFIED HEALTH CENTER THROUGH ADVOCATE SOUTH SUBURBAN HOSPITAL TO IMPROVE ACCESS TO PRIMARY CARE SERVICES FOR UNINSURED AND UNDERINSURED INDIVIDUALS IN THOSE AREAS. IN ADDITION, ADVOCATE GOOD SHEPHERD HOSPITAL HAS PARTNERED WITH THE FAMILY HEALTH PARTNERSHIP CLINIC IN WOODSTOCK - A FREE CLINIC. WORKING WITH OTHER AREA HOSPITALS, ADVOCATE GOOD SAMARITAN HOSPITAL PROVIDES SUPPORT THROUGH THE DUPAGE HEALTH COALITION TO SUSTAIN THE ACCESS DUPAGE COMMUNITY PROGRAM - A COMMUNITY COLLABORATION DESIGNED TO PROVIDE LOW-COST PRIMARY MEDICAL CARE SERVICES TO THE LOW-INCOME, MEDICALLY UNINSURED RESIDENTS OF DUPAGE COUNTY. ADVOCATE CHRIST MEDICAL CENTER HAS A PARTNERSHIP WITH THE ACCESS TO CARE ORGANIZATION AND PROVIDES DIAGNOSTIC RADIOLOGY SERVICES, SUCH AS MAMMOGRAMS. ADVOCATE GOOD SHEPHERD HOSPITAL HAS PARTNERED WITH THE LAKE COUNTY HEALTH DEPARTMENT TO PROVIDE FREE DIAGNOSTIC SERVICES, SUCH AS COLONOSCOPIES, RADIOLOGY EXAMS, MRIS, CT SCANS AND BIOPSIES TO THE UNINSURED AND UNDERSERVED RESIDENTS OF LAKE COUNTY. ADVOCATE BROMENN MEDICAL CENTER MAINTAINS A COMMUNITY HEALTH CLINIC IN A JOINT VENTURE WITH OSF ST. JOSEPH'S HOSPITAL, WHEREBY ADVOCATE BROMENN MEDICAL CENTER IS RESPONSIBLE FOR ALL HOSPITAL CARE FOR THE CLINIC'S PATIENTS FOR SIX MONTHS OF EACH YEAR. BROMENN IS ALSO THE SOLE PROVIDER OF THE CLINIC'S IT SUPPORT AND THE SPACE OCCUPIED BY THE CLINIC. POSITIVELY IMPACT THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS LIVING IN THE COMMUNITIES SERVED BY AHHC IN A MANNER CONSISTENT WITH ITS MISSION. - IN 2006, ADVOCATE ESTABLISHED THE ADVOCATE BETHANY COMMUNITY HEALTH FUND TO SUPPORT LOCAL NOT-FOR-PROFIT ORGANIZATIONS AS THEY BUILD, PROMOTE AND SUSTAIN HEALTHY COMMUNITIES ON THE WEST SIDE OF CHICAGO. IN 2011, THE FUND AWARDED MORE THAN $800,000 IN GRANTS AND SERVICES TO 35 ORGANIZATIONS ACROSS ITS FUND COMMUNITIES. SINCE 2006, THE BETHANY COMMUNITY HEALTH FUND HAS AWARDED OVER $4.8 MILLION TO ORGANIZATIONS THAT PROMOTE HEALTH AND WELLNESS AND ADDRESS HEALTH DISPARITIES FOR COMMUNITY RESIDENTS. - IN MARCH 2003, WHEN MAINE TOWNSHIP DISTRICT 207 WAS FACED WITH MORE THAN 30 PERCENT OF ITS MAINE EAST HIGH SCHOOL STUDENTS NOT MEETING STATE-MANDATED PHYSICAL AND IMMUNIZATION REQUIREMENTS DUE TO THEIR FAMILIES NOT HAVING ANY OR HAVING INADEQUATE MEDICAL INSURANCE, THE DISTRICT ESTABLISHED A SCHOOL-BASED HEALTH CENTER TO PROVIDE MEDICAL SERVICES TO THESE STUDENTS. THE SCHOOL DISTRICT THEN COLLABORATED WITH ADVOCATE MEDICAL GROUP AND ADVOCATE LUTHERAN GENERAL HOSPITAL TO PROVIDE THESE UNINSURED/UNDERINSURED STUDENTS WITH ACCESS TO VITAL HEALTH CARE SERVICES. THE CENTER PROVIDES FREE OR LOW COST SERVICES, INCLUDING PHYSICALS, IMMUNIZATIONS, EMERGENT CARE, BEHAVIORAL HEALTH TREATMENT, NUTRITIONAL COUNSELING AND EDUCATIONAL PROGRAMS. NOW OPEN TO ALL MAINE TOWNSHIP HIGH SCHOOL STUDENTS, THE CENTER'S MEDICAL DIRECTOR AND STAFF HAVE HAD MORE THAN 16,500 STUDENT CONTACTS SINCE THE FACILITY'S INCEPTION OVER NINE YEARS AGO. - IN 2011, ADVOCATE GOOD SAMARITAN HOSPITAL REACHED OUT TO SECOND THROUGH NINTH GRADE CHILDREN AND THEIR FAMILIES WHO WERE REFERRED BY THEIR PHYSICIANS TO ADDRESS HEALTH ISSUES OR CONCERNS. DURING THE 6-WEEK PROGRAM, 70% OF THE PARTICIPANTS EXHIBITED IMPROVEMENT IN SELF-ESTEEM, 82% OF THE PARTICIPANTS REPORTED IMPROVEMENT IN THEIR NUTRITIONAL CHOICES, AND 100% OF THE PARTICIPANTS DEMONSTRATED IMPROVEMENT IN THEIR PHYSICAL FITNESS. THROUGH AN ARRANGEMENT WITH ADVOCATE GOOD SAMARITAN HEALTH AND WELLNESS CENTER, ALL PARENTS WERE INVITED TO ATTEND MULTIPLE FREE EDUCATIONAL LECTURES ON LIVING A HEALTHIER LIFESTYLE. THE FUN WITH FITNESS PROGRAM ALSO REACHED OUT TO GLENBARD DISTRICT 87 HIGH SCHOOL STUDENTS. 100% OF THE PARTICIPANTS WERE ABLE TO INCREASE THEIR FITNESS KNOWLEDGE AND ADD EXERCISES TO THEIR DAILY MOVEMENT ROUTINES. - THE ADVOCATE CHILDHOOD TRAUMA TREATMENT PROGRAM (CTTP) OFFERS HOPE AND HEALING TO CHILDREN WHO HAVE EXPERIENCED MALTREATMENT, PSYCHOLOGICAL TRAUMA AND SEXUAL ABUSE. CLINICIANS WORK WITH A CHILD'S ENTIRE SUPPORT NETWORK INCLUDING PARENTS, THE SCHOOL AND MORE, TO HELP FOSTER A SAFE ENVIRONMENT FOR THE CHILD. CTTP IS ONE OF JUST A HANDFUL OF PROGRAMS IN THE STATE THAT SPECIALIZES IN MENTAL HEALTH FOR CHILDREN. IN 2011, CTTP SERVED 150 CHILDREN AND ADOLESCENTS, AS WELL AS 347 ADULTS, CAREGIVERS, PARENTS AND OTHERS. IN ADDITION, THE PROGRAM HAS PARTNERED WITH "DARKNESS TO LIGHT," A NATIONALLY RECOGNIZED SEXUAL ABUSE PREVENTION PROGRAM. AS A RESULT OF THIS PARTNERSHIP, THE CTTP HAS LAUNCHED A MAJOR ADULT EDUCATION PROGRAM CALLED "STEWARDS OF CHILDREN/7 STEPS TO PROTECT A CHILD." MORE THAN 600 ADULTS HAVE PARTICIPATED IN THE PROGRAM OFFERED AT SCHOOLS, CHURCHES, LAW ENFORCEMENT AGENCIES, CHILD WELFARE AGENCIES AND CIVIC ORGANIZATIONS. - THE LEVEL III (STATE'S HIGHEST LEVEL) NEONATAL INTENSIVE CARE UNIT (NICU) AT ADVOCATE LUTHERAN GENERAL CHILDREN'S HOSPITAL CARED FOR 650 NICU INFANTS IN 2011, 141 OF WHICH WERE TRANSFERRED FROM OTHER HOSPITALS. THE HOSPITAL'S COMPREHENSIVE NEONATAL DEVELOPMENT FOLLOW-UP PROGRAM BRINGS TOGETHER A TEAM OF SPECIALISTS TO MONITOR INFANTS' PROGRESS AFTER THEY LEAVE THE NICU. ADVOCATE CHRIST MEDICAL CENTER AND ADVOCATE GOOD SAMARITAN HOSPITAL ALSO HAVE LEVEL III NICU'S. - ADVOCATE GOOD SHEPHERD HOSPITAL EXPANDED ITS PARTNERSHIP TO INCLUDE 11 ELEMENTARY SCHOOLS TO HELP ESTABLISH FITNESS PROGRAMS FOR YOUTH TO COMBAT THE ESCALATING OBESITY DILEMMA. THE PROGRAM INCLUDES 6,181 KIDS TO DATE. THE HOSPITAL COLLABORATES TO IMPLEMENT THE CATCH (COORDINATED APPROACH TO CHILDHOOD HEALTH) CURRICULUM AND THE FITNESS GRAM TESTING INTO PHYSICAL EDUCATION CLASSES. PARTNERING S PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH, contd - ADVOCATE HEALTH CARE'S OFFICE FOR MISSION AND SPIRITUAL CARE PROVIDES CLINICAL CHAPLAINS AND ETHICISTS WHO OFFER SUPPORT AND SERVICES TO THE INDIVIDUALS AND FAMILIES THAT ADVOCATE SERVES. THE OFFICE ALSO DEVELOPS PARTNERSHIPS WITH COMMUNITIES AND CONGREGATIONS TO HELP ADDRESS LOCAL HEALTH CARE NEEDS. AN EXAMPLE OF THIS IS ADVOCATE'S SUPPORT/CO-SPONSORSHIP OF 18 ADVOCATE PARISH NURSES SERVING 22 CONGREGATIONS AND 14 NETWORK NURSES SERVING 13 CONGREGATIONS, WHO PROVIDE HEALTH EDUCATION, WELLNESS PROMOTION, HEALTH SCREENINGS, ADVOCACY AND SPIRITUAL SUPPORT TO FAITH COMMUNITIES IN ADVOCATE'S CITY AND SUBURBAN HOSPITAL SERVICE AREAS. ADDITIONALLY, ADVOCATE BROMENN MEDICAL CENTER COLLABORATES WITH 80 COMMUNITY-BASED PARISH NURSES SUPPORTING THEIR EFFORTS TO PROVIDE HEALTH EDUCATION, CONSULTATIONS AND SCREENINGS TO CHURCH MEMBERS. - ADVOCATE TRINITY HOSPITAL'S DEDICATION TO EXPANDING ITS PARTNERSHIPS HAS RESULTED IN A NETWORK OF MORE THAN 80 COMMUNITY ORGANIZATIONS, KEY LEADERS, ELECTED OFFICIALS AND THE FAITH COMMUNITY TO IMPLEMENT AND ENHANCE COMMUNITY OUTREACH PROGRAMS. THE HOSPITAL IS WORKING WITH OVER 45 CHURCHES TO IMPLEMENT THE FAITH AND HEALTH OUTREACH PROGRAM WHICH INCLUDES HEALTH SCREENINGS, HEALTH FAIRS AND PROGRAMS SUCH AS THE HEALTHY LIFESTYLE BEHAVIOR MODIFICATION PROGRAMS "ACTIVE FOR YOUR HEALTH" AND "FIRST PLACE 4 HEALTH" THAT TEACH HEALTHY LIVING PRINCIPLES. TRINITY ALSO WORKS WITH GRASSROOTS COMMUNITY ORGANIZATIONS AND NEIGHBORHOOD GROUPS TO ADDRESS THE HEALTH NEEDS AND COMMUNITY CONCERNS THAT IMPACT THE COMMUNITY IT SERVES. - ADVOCATE HOPE CHILDREN'S HOSPITAL TAKES EXCELLENT MEDICAL CARE ON THE ROAD WITH THE RONALD MCDONALD CARE MOBILE. IN PARTNERSHIP WITH RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA, THE PHYSICIANS'-OFFICE-ON-WHEELS DELIVERS FREE, HIGH LEVEL PRIMARY CARE SERVICES TO LOW-INCOME AND UNINSURED FAMILIES IN THE HOSPITAL'S SERVICE AREA. BY GOING INTO THE COMMUNITY, THE CARE MOBILE ELIMINATES FINANCIAL AND TRANSPORTATION CHALLENGES THAT OFTEN PROHIBIT PARENTS FROM ACCESSING CARE. IN 2001, 151 GRAMMAR, HIGH SCHOOLS AND DAY CARES WERE VISITED, PROVIDING VACCINES, SCHOOL PHYSICALS AND REFERRALS - ALL FREE OF CHARGE. - ADVOCATE CHRIST MEDICAL CENTER'S PARTNERSHIP WITH CEASEFIRE ILLINOIS IS SAVING LIVES. CEASEFIRE HOSPITAL RESPONDERS HELP PREVENT POTENTIAL VIOLENT RETALIATIONS BY INTERVENING WITH VIOLENTLY INJURED PATIENTS AND THEIR LOVED ONES, AND FOCUSING ON CHANGING THE BEHAVIORS AND THINKING OF HIGH-RISK YOUTH. IN 2011, CEASEFIRE RESPONDED TO 580 VIOLENTLY INJURED PATIENTS AND MET WITH THEIR LOVED ONES IN ADVOCATE CHRIST MEDICAL CENTER'S EMERGENCY DEPARTMENT. - ADVOCATE GOOD SHEPHERD HOSPITAL OFFERS TWO CONGREGATIONAL HEALTH FAIRS EACH YEAR THAT ARE TARGETED TOWARD THE UNDERSERVED. THESE FAIRS PROVIDE MUCH NEEDED HEALTH SCREENINGS, DIABETIC EDUCATION AND HEALTHY LIFESTYLE INFORMATION. ALL MATERIALS AND EDUCATION ARE PROVIDED IN SPANISH AND ENGLISH TO ADDRESS DIVERSE NEEDS. THE MISSION AND SPIRITUAL CARE DEPARTMENT ALSO OFFERS A VISITATION TRAINING PROGRAM TO CONGREGATIONS IN BOTH ENGLISH AND SPANISH WHICH ALLOWS FOR LAY LEADERS TO BE TRAINED TO MEET SOME OF THE SOCIAL-EMOTIONAL NEEDS OF THEIR MEMBERS. - WHEN ADVOCATE SOUTH SUBURBAN HOSPITAL'S SEXUAL ASSAULT NURSE EXAMINER (SANE) PROGRAM OPENED SEVEN YEARS AGO, IT WAS THE FIRST OF ITS KIND IN COOK COUNTY. THE SEXUAL ASSAULT TREATMENT CENTER HAS SPECIALLY CERTIFIED SEXUAL ASSAULT NURSE EXAMINERS AVAILABLE 24 HOURS, 7 DAYS A WEEK. THESE HIGHLY TRAINED PRACTITIONERS NOT ONLY PROVIDE COMPASSIONATE CARE TO VICTIMS, BUT ALSO ARE ABLE TO COLLECT FORENSIC EVIDENCE, COUNSEL THE VICTIM, AND TESTIFY IN COURT, HELPING THE VICTIM THROUGH THE ENTIRE PROCESS. IN ADDITION, THE SANE PROGRAM COORDINATOR WORKS CLOSELY WITH LOCAL RAPE ADVOCATES, LAW ENFORCEMENT AND PROSECUTORS TO ASSURE VICTIMS OF SEXUAL ASSAULT IN THE SOUTH SUBURBS RECEIVE THE BEST CARE POSSIBLE. ADVOCATE SOUTH SUBURBAN HOSPITAL'S SANE PROGRAM IS BEING USED AS A MODEL FOR THE REST OF COOK COUNTY, AS OTHER HOSPITALS WORK TO CREATE SEXUAL ASSAULT TREATMENT CENTERS OF THEIR OWN. THE ILLINOIS COALITION AGAINST SEXUAL ASSAULT (ICASA) HAS CALLED THE HOSPITAL'S CENTER AN "EXEMPLARY EXAMPLE" OF HOW A HOSPITAL AND COMMUNITY CAN WORK TOGETHER TO RESPOND TO SEXUAL ASSAULTS. SANE PROGRAMS ARE ALSO AVAILABLE AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER LOCATED ON CHICAGO'S NORTH SIDE AND ADVOCATE CONDELL MEDICAL CENTER LOCATED IN LAKE COUNTY. - ADVOCATE MEDICAL GROUP SPONSORED MEDFEST, A COLLABORATIVE WITH SPECIAL OLYMPICS OF ILLINOIS, FOR THE 14TH YEAR IN A ROW IN 2011. MEDFEST PROVIDES PEOPLE WITH INTELLECTUAL DISABILITIES OPPORTUNITIES TO PARTICIPATE IN SPORTS TRAINING AND COMPETITIONS, CREATING AVENUES FOR INCLUSION AND ACCEPTANCE FOR THIS UNDERSERVED POPULATION. THE FREE CLINICAL SERVICES RESULT IN ENHANCED PHYSICAL FITNESS AND COMFORT WITH THE MEDICAL COMMUNITY. WITH THE EXPANSION OF ADVOCATE MEDICAL GROUP, THE PROVIDERS AND ASSOCIATES OF AMG WERE ABLE TO EXPAND THEIR REACH TO ATHLETES IN THE NORTH AND SOUTH SUBURBS IN 2010. THIS ALLOWED EASE OF ACCESS TO PHYSICALS FOR ATHLETES, MANY OF WHOM DID NOT HAVE A REGULAR PHYSICIAN AND MIGHT NOT HAVE BEEN ABLE TO PARTICIPATE IN COMPETITIONS GIVEN THE ANNUAL PHYSICAL REQUIREMENT. AMG PROVIDED 1,414 FREE ATHLETIC PHYSICALS TO SPECIAL OLYMPIANS IN 2011, ALLOWING THEM OPPORTUNITIES TO PARTICIPATE IN COMPETITIONS THROUGHOUT THE YEAR. OTHER WAYS IN WHICH ADVOCATE FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITIES IT SERVES: - CARE THAT IS PROVIDED FREE, SUBSIDIZED OR WITHOUT FULL REIMBURSEMENT FROM MEDICARE, MEDICAID OR OTHER GOVERNMENT INSURANCE PROGRAMS. - VOLUNTEER SERVICES PROVIDED BY HOSPITAL EMPLOYEES WHO VOLUNTEER IN THEIR COMMUNITIES AND COMMUNITY MEMBERS WHO VOLUNTEER AT HOSPITALS. - LANGUAGE-ASSISTANCE SERVICES, SUCH AS INTERPRETERS AND TRANSLATION FOR SIGNAGE, FORMS, BROCHURES, PATIENT EDUCATION MATERIALS AND OTHER INFORMATION IN LANGUAGES OTHER THAN ENGLISH. - DONATIONS OF MEETING AND CLINIC SPACE, AS WELL AS OTHER ASSISTANCE TO COMMUNITY GROUPS. A MAJORITY OF ADVOCATE HEALTH AND HOSPITAL CORPORATION'S BOARD MEMBERS RESIDE IN ITS PRIMARY SERVICE AREA, AND ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF ADVOCATE HEALTH AND HOSPITALS CORPORATION. ADVOCATE HEALTH AND HOSPITALS CORPORATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITIES FOR SOME OR ALL OF ITS DEPARTMENTS. ADVOCATE HEALTH AND HOSPITALS CORPORATION APPLIES SURPLUS FUNDS TO IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH. THROUGH CAREFUL AND THOUGHTFUL FINANCIAL PLANNING, ADVOCATE HAS DEVELOPED PLANS WHICH ALLOW IT TO REINVEST IN THE HEALTH CARE OF THE COMMUNITIES IT SERVES BY PROVIDING HEALTH CARE REGARDLESS OF THE PATIENTS ABILITY TO PAY, PROVIDING PROGRAMS WHICH ARE NOT PROFITABLE TO ADVOCATE BUT FOR WHICH THERE IS A COMMUNITY NEED, THROUGH THE PURCHASE OF NEW PATIENT CARE EQUIPMENT AND PROVIDING IMPROVED AND NEW FACILITIES FOR PATIENT CARE. THIS PLANNING ALSO ALLOWS ADVOCATE TO TRAIN PHYSICIANS, NURSES, RADIOLOGY TECHNICIANS, PHYSICAL THERAPISTS, EMTS, CLINICAL PASTORS AND A HOST OF OTHER HIGHLY SKILLED HEALTH CARE PROFESSIONALS AND TO SHARE RESEARCH WITH PERSONS OUTSIDE OF THE ORGANIZATION ON HEALTH CARE DELIVERY, UN-REIMBURSED STUDIES ON THERAPEUTIC PROTOCOLS, EVALUATION OF INNOVATIVE TREATMENTS, AND RESEARCH PAPERS PREPARED BY STAFF FOR PROFESSIONAL JOURNALS. PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH, contd ENVIRONMENTAL IMPROVEMENTS 1. MENTORING AND EDUCATION ADVOCATE HEALTH CARE IS COMMITTED TO PROTECTING AND PROMOTING THE HEALTH OF THE COMMUNITIES IT IS PRIVILEGE TO SERVE. IN AN EFFORT TO REDUCE THE BURDEN OF HEALTH CARE COSTS, ADVOCATE HAS COMMITTED RESOURCES TO SHARING ITS BEST PRACTICES IN WASTE REDUCTION, AND ENERGY AND WATER MANAGEMENT. REDUCING WASTE AND CONSERVING ENERGY AND WATER USE HAS A DIRECT BENEFIT ON THE HEALTH OF LOCAL COMMUNITIES VIA CLEANER COMMUNITIES, HEALTHIER AIR QUALITY, REDUCED GREEN HOUSE GASES, AND PRESERVATION OF NATURAL RESOURCES. ADVOCATE SHARES BEST PRACTICES FOR WATER MANAGEMENT WITH OTHER NONPROFIT HOSPITALS LOCALLY AND NATIONALLY. IN 2011, ADVOCATE COMMITTED TO SPONSOR AND PARTICIPATED IN PLANNING A LAUNCH OF THE HEALTHIER HOSPITALS INITIATIVE (HHI), A NATIONAL CAMPAIGN TO ENROLL HOSPITALS IN A COMPLETELY NEW APPROACH TO IMPROVING ENVIRONMENTAL AND PUBLIC HEALTH AND SUSTAINABILITY IN THE HEALTH CARE SECTOR. HHI SERVES AS A GUIDE FOR HOSPITALS TO URGE THE NATION'S HOSPITALS TO COMMIT TO IMPROVE THE HEALTH AND SAFETY OF PATIENTS, STAFF AND COMMUNITIES BY USING THE INITIATIVES NEWLY ISSUED, STEP-BY-STEP GUIDES AND HOSPITAL-TO-HOSPITAL MENTORING TO IMPLEMENT THE HHI CHALLENGES. OVER THE COURSE OF THREE YEARS, EACH ENROLLED HOSPITAL WILL COMMIT TO ONE OR MORE OF SIX CHALLENGES IN THE CATEGORIES OF LEADERSHIP, HEALTHIER FOODS, LESS WASTE, LEANER ENERGY, SAFER CHEMICALS AND SMARTER PURCHASING. DATA COLLECTION FROM EACH HOSPITAL WILL SERVE TO MEASURE THE AGGREGATE ECONOMIC, ENVIRONMENTAL AND HUMAN HEALTH BENEFITS OF IMPLEMENTING OPERATIONAL CHANGES UNDER EACH HHI CHALLENGE CATEGORY. ADVOCATE HEALTH CARE SYSTEM 2011 INITIATIVES: - SAVED 15 TONS OF WASTE FROM LANDFILL AND SAVED $1.9 MILLION VIA MEDICAL DEVICE REPROCESSING - ADDED A HORMONE-FREE LINE OF MILK IN ALL HOSPITALS' CAFETERIAS - ENDORSED SYSTEM-WIDE CHEMICALS MANAGEMENT GUIDELINES TO MINIMIZE EXPOSURE OF PEOPLE AND THE ENVIRONMENT TO DANGERS ASSOCIATED WITH CHEMICALS IN PRODUCTS WE MAY USE - TRAINED MORE THAN 9,000 ASSOCIATES ON DAILY WORK HABITS TO REDUCE ENERGY AND WASTE IN THE FIRST ANNUAL ENVIRONMENTAL STEWARDSHIP COMPUTER BASED TRAINING MODULE - INTRODUCED THE GREEN ADVOCATE RECRUITMENT PROGRAM TO ENLIST THE LEADERSHIP OF GREEN-MINDED ASSOCIATES (EMPLOYEES) REPRESENTING DEPARTMENTS AT EACH OF ADVOCATE'S FACILITIES 2.HOSPITAL-BASED ENVIRONMENTAL IMPROVEMENTS ADVOCATE CHRIST MEDICAL CENTER - IMPLEMENTED A SINGLE STREAM RECYCLING PROGRAM HOUSE-WIDE TO INCREASE RECYCLING AND REDUCE WASTE ADVOCATE BROMENN MEDICAL CENTER - ACHIEVED A 27% RECYCLING RATE OVERALL FOR PAPER, PLASTIC, GLASS AND ALUMINUM CANS - CONVERTED PARKING GARAGE LIGHTING FROM 175-WATT BULBS TO 40-WATT LED FIXTURES, SAVING OVER $45,000 ANNUALLY IN ENERGY AND MAINTENANCE COSTS - REUSED AND DONATED OVER 19,000 POUNDS OF CLEAN, USED LINENS TO LOCAL ORGANIZATIONS INCLUDING ANIMAL AND HOMELESS SHELTERS, AMBULANCE SERVICES COMPANY OR REUSED AS CLEANING CLOTHS WITHIN THE HOSPITAL. ADVOCATE EUREKA HOSPITAL - RECYCLED PRINTER CARTRIDGES AND CELL PHONES WITH PROCEEDS BENEFITTING THE SPECIAL OLYMPICS ADVOCATE SOUTH SUBURBAN HOSPITAL - IMPLEMENTED A HOUSE-WIDE SINGLE STREAM RECYCLING PROGRAM TO INCREASE THE HOSPITAL'S RECYCLING AND REDUCE WASTE - ACHIEVED A 25 PERCENT RECYCLING RATE OVERALL FOR PAPER, PLASTIC, GLASS AND ALUMINUM CANS - INSTALLED A FLUID MANAGEMENT SYSTEM IN THE OPERATING ROOMS RESULTING IN A 35% REDUCTION IN REGULATED MEDICAL WASTE ADVOCATE GOOD SHEPHERD HOSPITAL - INSTALLED A NEW LIGHT REFLECTIVE AND INSULATED ROOF TO SAVE ENERGY - CONVERTED 90 LIGHT FIXTURES TO LED LIGHTING TO SAVE ENERGY - HELD FIRST ELECTRONICS RECYCLING EVENT FOR THE COMMUNITY - DECREASED OFFICE PAPER USAGE BY 5% - CLINICAL DESIGN TEAM IMPLEMENTED A CHANGE IN PRACTICE EXPECTED TO ELIMINATE APPROXIMATELY 30,000 ISOLATION GOWNS AND GLOVES FROM ENTERING THE LANDFILL EACH YEAR ADVOCATE GOOD SAMARITAN HOSPITAL - ACHIEVED A 27% RECYCLING RATE OVERALL FOR PAPER, PLASTIC, GLASS AND ALUMINUM CANS - CONVERTED TO REUSABLE PATIENT MENUS AND CATERING TRAYS - TOGETHER WITH NURSES FROM ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, CO-DEVELOPED A GUIDE FOR CLINICIANS TO RECYCLE NON-SOILED PATIENT CARE ITEMS SYSTEM-WIDE ADVOCATE TRINITY HOSPITAL - REDUCED WATER CONSUMPTION BY MORE THAN 365,000 GALLONS PER YEAR BY REPLACING VACUUM PUMPS WITH HIGH EFFICIENCY PUMPS - REDUCED ENERGY CONSUMPTION BY CONVERTING FROM PNEUMATIC TO DIGITAL CONTROLS FOR HEATING, VENTILATION, AIR CONDITIONING SYSTEMS, AND INSTALLATION OF MOTORS WITH VARIABLE FREQUENCY DRIVES - IMPLEMENTED RECYCLING OF GLASS, PLASTIC AND ALUMINUM CANS IN THE HOSPITAL KITCHEN ADVOCATE LUTHERAN GENERAL HOSPITAL - IMPLEMENTED A SINGLE STREAM RECYCLING PROGRAM HOUSE-WIDE TO INCREASE RECYCLING AND REDUCE WASTE PART VI, LINE 6 - AFFILIATED HEALTH CARE SYSTEM RECOGNIZED AS ONE OF THE NATIONS TOP 10 HEALTH SYSTEMS, ADVOCATE HEALTH CARE IS THE LARGEST INTEGRATED HEALTH CARE SYSTEM IN ILLINOIS. ADVOCATE HEALTH CARE PROVIDES A CONTINUUM OF CARE THROUGH ITS ACUTE CARE HOSPITALS, PRIMARY AND SPECIALTY PHYSICIAN SERVICES, OUTPATIENT CENTERS, PHYSICIAN OFFICE BUILDINGS, HOME HEALTH AND HOSPICE CARE TO THE COMMUNITIES IT SERVES. ADVOCATE MAKES OPERATING AND FINANCIAL DECISIONS ON A SYSTEM-WIDE BASIS AND PROVIDES FOR COMPLETE FINANCIAL INTEGRATION OF THE SYSTEM. OVERALL MANAGEMENT OF THE SYSTEM IS CENTRALIZED WHICH ALLOWS FOR A STREAMLINED DECISION MAKING PROCESS AND THE ABILITY OF THE SYSTEM TO RESPOND TO COMMUNITY NEEDS. STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI IL, true ACCESS DUPAGEDUPAGE HEALTH COALITION 511 THORNHILL DR SUITE M CAROL STREAM IL 60188 364448208 501(c)(3) 763000 SUPPORT EXEMPT MISSION ALZHEIMERS ASSOC-GREATER IL 8430 W BRYN MAWR AVE SUITE 800 CHICAGO IL 60631 363102348 501(c)(3) 20500 MEMORY WALK AMERICAN CANCER SOCIETY 17060 OAK PARK AVENUE TINLEY PARK IL 60477 362167721 501(c)(3) 140925 RELAY FOR LIFE AMERICAN DIABETES ASSOCIATION 30 N MICHIGAN AVE SUITE 2015 CHICAGO IL 60602 131623888 501(c)(3) 8250 TOUR DE CURE AMERICAN HEART ASSOCIATION 208 S LASALLE ST SUITE 1500 CHICAGO IL 60604 135613797 501(c)(3) 53475 GO RED FOR WOMEN AMERICAN LUNG ASSOCIATION 55 W WACKER DR SUITE 800 CHICAGO IL 60601 204392201 501(c)(3) 30000 SUPPORT 2011 LUNG WALK AMERICAN RED CROSS 2025 E E ST NW WASHINGTON DC 20006 530196605 501(c)(3) 6650 SUPPORT EXEMPT MISSION ANIMA YOUNGGLEN ELLYN CHILDREN 799 ROOSEVELT RD BLDG 6 SUITE 100 GLEN ELLYN IL 60137 363159014 501(c)(3) 10000 SUPPORT EXEMPT MISSION ASSOC OF PROFESSIONAL CHAPLAIN 1701 E WOODFIELD RD SUITE 400 SCHAUMBURG IL 60173 363762667 501(c)(3) 7274 SUPPORT EXEMPT MISSION BARRINGTON AREA COUNCIL 6000 GARLANDS LANE SUITE 100 BARRINGTON IL 60010 363337705 501(c)(3) 6260 SUPPORT EXEMPT MISSION BETHANY CHRISTIAN SERV OF ILLINOIS 6660 W COLLEGE DR STE 207 PALOS HEIGHTS IL 60463 360030230 501(c)(3) 10000 SAFE FAMILIES CARSON SCHOLARS FUND INC 305 W CHEASAPEAKE AVE SUITE 310 TOWSON MD 21204 521851346 501(c)(3) 15000 SUPPORT EXEMPT MISSION COLLEGE OF DUPAGE FOUNDATION 425 FAWELL BLVD SCR2073 GLEN ELLYN IL 60137 237011835 501(c)(3) 50000 SUPPORT HEALTHCARE INITATIVE COMMUNITY HEALTH 2611 WEST CHICAGO AVE CHICAGO IL 60622 363831793 501(c)(3) 24320 SUPPORT EXEMPT MISSION/HEALTH GALA COURAGE PROGRAM 9711 SOUTH KOLIN AVENUE OAK LAWN IL 60453 366094703 501(c)(3) 10000 FAMILY ASSISTANCE CRISIS CENTER SO SUBURBIA CORP PO BOX 39 TINLEY PARK IL 60477 363039964 501(c)(3) 10213 HEART TO HEART EVENT EDUCATION FOUNDATION OF DISTRICT 58 2001 BUTTERFIELD RD DOWNERS GRV IL 60515 300101074 501(c)(3) 10000 SUPPORT EXEMPT MISSION FAMILY SHELTER SERVICES 605 E ROOSEVELT RD SUITE 205 WHEATON IL 60187 362883552 501(c)(3) 10000 BUILDING SAFE CONNECTIONS FOX VALLEY HOSPICE INC 200 WHITFIELD DR GENEVA IL 60134 363111451 501(c)(3) 7500 MEDICAL SUPPLIES AND EQUIPMENT GLENCOE EDUCATION FOUNDATION PO BOX 287 GLENCOE IL 60022 364182696 501(c)(3) 13500 SUPPORT EXEMPT MISSION HEALTH CARE WITHOUT HARM 12355 SUNRISE VALLEY DR SUITE 680 RENTON VA 20191 522358837 501(c)(3) 61125 HEALTHIER HOSPITAL INITATIVE ILL CHAPTER AM ACADEMY OF PEDIATRICS 1400 W HUBBARD SUITE 100 CHICAGO IL 60642 510183494 501(c)(3) 114904 SUPPORT EXEMPT MISSION ILLINOIS PERFORMANCE EXCELLENCE 1415 W DIEHL ROAD SUITE 405 MB 10 NAPERVILLE IL 60563 364320533 501(c)(3) 35650 SUPPORT EXEMPT MISSION ILLINOIS SYMPHONY ORCHESTRA 524 1/2 E CAPITAL DR SPRINGFIELD IL 62701 371312674 501(c)(3) 7030 POPS IN THE PARK KOHL CHILDREN'S MUSEUM 2100 PATRIOT BLVD GLENVIEW IL 60026 363706878 501(c)(3) 8750 SUPPORT OF EXHIBIT LUTHERAN SOCIAL SERVICES ILLINOIS 1001 E TOUHY SUITE 50 DES PLAINES IL 60018 362584799 501(c)(3) 12452 SUPPORT EXEMPT MISSION MARCH OF DIMES 111 W JACKSON BLVD SUITE 2200 CHICAGO IL 60604 131846366 501(c)(3) 10550 MARCH FOR BABIES MIDWEST HEART FOUNDATION 1901 S MEYERS RD OAK BROOK TR IL 60181 363602197 501(c)(3) 9065 SUPPORT EXEMPT MISSION OUR SAVIORS LUTHERAN CHURCH 8607 S NARRAGANSETT AVE BURBANK IL 60459 362523565 501(c)(3) 15000 FOOD PANTRY COSTS PASS PREGNANCY CARE CENTER 17214 OAK PARK AVENUE TINLEY PARK IL 60477 363345840 501(c)(3) 30000 FUNDRAISING BANQUET PROVENA HOSPITALS 1325 N HIGHLAND AVE AURORA IL 60506 364195126 501(c)(3) 7500 SUPPORT EXEMPT MISSION RAINBOW HOSPICE 444 N NORTHWEST HWY SUITE 145 PARK RIDGE IL 60068 363296367 501(c)(3) 8320 SPONSOR EVENTS RONALD MCDONALD HOUSE CHARITY 1900 SPRING RD SUITE 310 OAK BROOK IL 60523 363532553 501(c)(3) 5966 SUPPORT EXEMPT MISSION ROTARY CLUB OF DOWNERS GROVE PO BOX 612 SUITE 145 OAK LAWN IL 60453 364219154 501(c)(3) 7750 SUPPORT EXEMPT MISSION SINAI HEALTH SYSTEM 1401 S CALIFORNIA CHICAGO IL 60608 361509000 501(c)(3) 37152 SUPPORT EXEMPT MISSION SOUTHSIDE PREGNANCY CENTER 5450 W 95TH STREET OAK LAWN IL 60453 363367445 501(c)(3) 20000 FUNDRAISING BANQUET SPECIAL OLYMPICS CHICAGO 800 ROOSEVELT RD BLDG B SUITE 220 GLEN ELLYN IL 60137 362922811 501(c)(3) 8250 INSPIRE GREATNESS GALA ST BALDRICK'S FOUNDATION 1333 S MAYFLOWER AVE SUITE 400 MONROVIA CA 91016 201173824 501(c)(3) 7500 SUPPORT EXEMPT MISSION SUSAN G KOMEN FOR THE CURE 8765 W HIGGINS ROAD SUITE 401 CHICAGO IL 60631 751835298 501(c)(3) 29720 SUPPORT RACE FOR THE CURE TRINITY INTL UNIVERSITY 2065 HALF DAY ROAD DEERFIELD IL 60015 362216176 501(c)(3) 10000 ETHICS CONFERENCE UNITED WAY 560 W LAKE ST CHICAGO IL 60661 300200478 501(c)(3) 29954 SUPPORT EXEMPT MISSION WORLD BUSINESS CHICAGO 177 N STATE ST SUITE 500 CHICAGO IL 60601 364313685 501(c)(3) 25000 SUPPORT EXEMPT MISSION 42 0 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants ADVOCATE HEALTH AND HOSPITALS CORPORATION SUPPORTS ONLY NON PROFIT ORGANIYATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT ARE CONSISTENT WITH AND COMPLIMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE HEALTH AND HOSPITALS CORPORATION. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS. X X X X true true X X X X true true false false false false false true false James Skogsbergh 1084469 0 1468800 0 763528 0 705508 0 27275 0 4049580 0 1468800 0 Jose Elizondo MD 0 193914 0 29016 0 834 0 21077 0 15820 0 260661 0 0 William P Santulli 690723 0 850346 0 418325 0 409767 0 32922 0 2402083 0 850346 0 Lee B Sacks MD 595843 0 631487 0 360728 0 308168 0 24412 0 1920638 0 631487 0 James Dan MD 427252 0 465123 0 56172 0 362720 0 22748 0 1334015 0 465123 0 James Doheny 259468 0 96395 0 31951 0 22684 0 31537 0 442035 0 96395 0 Kelly Jo Golson 310113 0 148505 0 33161 0 287234 0 4536 0 783549 0 103505 0 Ben Grigaliunas 453355 0 421323 0 382048 0 1561478 0 27159 0 2845363 0 421323 0 Gail D Hasbrouck 407538 0 321971 0 247523 0 159100 0 21461 0 1157593 0 321971 0 Dominic J Nakis 506013 0 631487 0 323811 0 308168 0 22682 0 1792161 0 631487 0 Scott Powder 260445 0 193348 0 126894 0 99191 0 24697 0 704575 0 193348 0 Bruce D Smith 406500 0 335717 0 221340 0 164984 0 30301 0 1158842 0 335717 0 Rev Jerry Wagenknecht 5553 0 97103 0 136190 0 0 0 6627 0 245473 0 97103 0 Rev K Bender Schwich 91966 0 16380 0 11202 0 19438 0 68777 0 207763 0 0 0 Anthony Armada 465706 0 272255 0 27970 0 582272 0 30178 0 1378381 0 182255 0 Jonathan Bruss 287684 0 208553 0 144152 0 126551 0 23734 0 790674 0 208553 0 Michael Englehart 272954 0 144610 0 97644 0 185623 0 26818 0 727649 0 104610 0 David Fox 379744 0 349984 0 187337 0 181031 0 37677 0 1135773 0 349984 0 Colleen Kannaday 336106 0 0 0 57713 0 257671 0 22662 0 674152 0 0 0 Karen Lambert 335603 0 286719 0 158553 0 156676 0 30058 0 967609 0 286719 0 Kenneth Lukhard 487274 0 485311 0 437626 0 289051 0 29163 0 1728425 0 485311 0 Jonathon Somers MD 650000 0 163831 0 -8982 0 38019 0 21301 0 864169 0 0 0 Caleb Lippman MD 800000 0 0 0 -6473 0 22684 0 21301 0 837512 0 0 0 James Keller MD 475000 0 225995 0 56754 0 22684 0 23048 0 803481 0 0 0 Geetha Bhat MD 597634 0 0 0 169748 0 22684 0 7665 0 797731 0 0 0 Kevin Waldron MD 725000 0 0 0 -5814 0 22684 0 18598 0 760468 0 0 0 ROGER HUNT 210154 0 92269 0 -7138 0 20782 0 19253 0 335320 0 62269 0 LENA DOBBS-JOHNSON 10770 0 194843 0 347770 0 18784 0 14859 0 587026 0 464084 0 BRUCE CAMPBELL 0 0 201860 0 98482 0 0 0 607 0 300949 0 218860 0 Supplemental Compensation Information HOUSING ALLOWANCE/SOCIAL CLUB DUES/PERSONAL SERVICES REV. KATHIE BENDER SCHWICH, SENIOR VICE PRESIDENT-MISSION AND SPIRITUAL CARE, RECEIVED AN ANNUAL HOUSING ALLOWANCE OF $64,500 FROM ADVOCATE HEALTH AND HOSPITALS CORPORATION. JAMES SKOGSBERGH, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ADVOCATE HEALTH AND HOSPITALS CORPORATION IS A MEMBER OF SEVERAL LUNCHEON CLUBS WHERE HE CONDUCTS BUSINESS MEETINGS ON BEHALF OF AHHC. JAMES SKOGSBERGH, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ADVOCATE HEALTH AND HOSPITALS CORPORATION, RECEIVES AS PART OF HIS BENEFITS PACKAGE FINANCIAL PLANNING SERVICES. RELOCATION EXPENSES AGREED TO AS PART OF TERMS OF INITIAL EMPLOYMENT ARE ELIGIBLE FOR GROSSED-UP PAYMENTS. ANTHONY ARMADA AND COLLEEN KANNADAY RECEIVED REIMBURSEMENT FOR RELOCATION. PART I, LINE 4A SEVERANCE PAYMENTS BEN GRIGALIUNIS, SENIOR VICE PRESIDENT, HUMAN RESOURCES, TERMINATED HIS EMPLOYMENT WITH AHHC IN 2011 AND WILL RECEIVE SEVERANCE IN 2012 AND BEYOND WHICH IS INCLUDED IN COLUMN (C). BRUCE CAMPBELL, FORMER PRESIDENT OF ADVOCATE LUTHERAN GENERAL HOSPITAL, TERMINATED HIS EMPLOYMENT WITH AHHC IN 2008 AND RECEIVED SEVERANCE OF $17,000 IN 2011. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). LENA DOBBS-JOHNSON, FORMER PRESIDENT OF ADVOCATE BETHANY HOSPITAL, TERMINATED HER EMPLOYMENT WITH AHHC IN 2010 AND RECEIVED SEVERANCE OF $269,241 IN 2011. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN BEN GRIGALIUNAS, SENIOR VICE PRESIDENT-HUMAN RESOURCES, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATE SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: JAMES SKOGSBERGH, BEN GRIGALIUNAS, BRUCE SMITH, DOMINIC NAKIS, GAIL HASBROUCK, JAMES DOHENY, LEE SACKS M.D., SCOTT POWDER, WILLIAM SANTULLI, DAVID FOX, JONATHON BRUSS, KAREN LAMBERT, KENNETH LUKHARD, LENA DOBBS-JOHNSON AND MICHAEL ENGLEHART. THE FOLLOWING EMPLOYEES HAVE NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: JAMES DAN M.D., KELLY JO GOLSON, ANTHONY ARMADA AND COLLEEN KANNADAY. PART I, LINE 7 INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY. ILLINOIS HEALTH FACILITIES AUTHORITY 362780046 45200PXH5 2003-10-29 115000000 SEE SCHEDULE K, PART VI false false false ILLINOIS FINANCE AUTHORITY 861091967 45200FAZ2 2007-10-10 348300000 SEE SCHEDULE K, PART VI false false false ILLINOIS FINANCE AUTHORITY 861091967 45200FED7 2008-04-23 153430000 SEE SCHEDULE K, PART VI false false false ILLINOIS FINANCE AUTHORITY 861091967 45200FSB6 2008-12-01 175920559 SEE SCHEDULE K, PART VI false false false 63125000 0 116432024 0 0 0 1034454 0 0 111807084 0 0 2005 false false true true 5030000 0 352851959 0 0 0 2331125 3418607 0 154520722 192581505 0 2009 true false false true 7920000 0 154545580 0 0 0 816617 0 0 0 152475000 0 2009 true false false true 12595000 0 176137450 0 0 0 2640929 0 0 173462191 0 0 2010 false false false true false true true false false 0.00050 0.00000 0.00050 true false true true false false 0 true false true true false false 0.00100 0.00100 true false false true false false 0 true false true false 0 false 0 false false false true true SEE SCHEDULE O 26.8 false false true TRINITY PLUS FUNDING 2.1 true false true false true false 0 false 0 false true false false false 0 false 0 false true SEE SCHEDULE O. 0 ILLINOIS FINANCE AUTHORITY 861091967 45200FK65 2010-01-06 243746239 SEE SCHEDULE K, PART VI false false false ILLINOIS FINANCE AUTHORITY 861091967 45203HCA8 2011-09-21 201774238 SEE SCHEDULE K, PART VI false false false ILLINOIS FINANCE AUTHORITY 861091967 45203HCM2 2011-09-21 12453367 SEE SCHEDULE K, PART VI false false false 5130000 0 243836983 0 0 0 2992121 0 0 53960701 127075000 8616479 true false false true 0 0 201778213 0 0 0 872334 0 0 80527913 0 120377966 false false false true 0 0 12453367 0 0 0 130427 0 0 0 12360328 0 2000 true false true true false true true false false 0.00000 0.00000 0.00000 true false true true false false 0.00000 0.00000 0.00000 true 0.00000 0.00000 0.00000 false false false 0 false 0 false true false true false 0 false 0 false true false false false 0 false 0 false true SEE SCHEDULE O. 0 ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 215779 ANSWERING SERVICES false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 1502490 TRANSFER PATIENT PAYMENTS false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 339422 FIXED ASSET SALE false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 46470 PROPERTY RENTAL false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 14621888 COMPENSATION REIMBURSEMENT false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 5760322 IT SERVICES false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 249526 EXPENSE REIMBERSEMENT false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 1237974 ADMINISTRATIVE COSTS false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 317018 CLINICAL ENGINEERING SERVICES false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 314112 EMPLOYEE HEALTH MANAGEMENT false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 859837 INSURANCE ALLOCATION false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 102115 NURSING SERVICES false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 6876886 PHARMACEUTICAL REIMBURSEMENT false ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 325515 MISC EXPENSES false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 167391 TRANSFER PATIENT PAYMENTS false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 4872527 COMPENSATION REIMBURSEMENT false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 176755 ADMINISTRATIVE COSTS false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 111892 IT SERVICES false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 253565 INSURANCE ALLOCATION false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 316936 LAB/MRI SERVICES false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 985623 PROPERTY RENTAL false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 907595 PHARMACEUTICAL REIMBURSEMENT false BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 21147197 EXPENSE REIMBERSEMENT false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 1549787 COMPENSATION REIMBURSEMENT false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 207704 ADMINISTRATIVE COSTS false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 1586944 CLINICAL ENGINEERING SERVICES false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 249952 IT SERVICES false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 624528 INSURANCE ALLOCATION false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 375967 RADIOLOGY CHARGEBACKS false HIGH TECHNOLOGY INC SHARED BOARD MEMBER 459808 EXPENSE REIMBERSEMENT false CHICAGO CYBERKNIFE LLC SHARED BOARD MEMBER 1769774 EQUIPMENT RENTAL false CHICAGO CYBERKNIFE LLC SHARED BOARD MEMBER 357480 CLINICAL ENGINEERING SERVICES false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 434567 IT SERVICES false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 2203687179 EXPENSE REIMBERSEMENT false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 2489052 COMPENSATION REIMBURSEMENT false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 1423815 ADMINISTRATIVE COSTS false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 1593120 IT SERVICES false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 306696 INSURANCE ALLOCATION false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 124882 MEDIA SERVICES false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 239995 PRINTING SERVICES false EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 125443 PROPERTY RENTAL false ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 338997 HOME HEALTH SERVICES false ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 231557 PHARMACEUTICAL REIMBURSEMENT false ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 1012487 COMPENSATION REIMBURSEMENT false ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 111924 ADMINISTRATIVE COSTS false ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 216523 INSURANCE ALLOCATION false ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 505910 EXPENSE REIMBERSEMENT false ADVOCATE INSURANCE SPC SHARED BOARD MEMBER 6429802 INSURANCE false MIDWEST CENTER FOR SLEEP MEDICINE SHARED BOARD MEMBER 114000 SLEEP STUDY FEES false ADVANCED MRI LLC SHARED BOARD MEMBER 222200 MRI LEASE PAYMENTS true ADVANCED MRI LLC DIRECT INVESTMENT 244745 END OF YEAR TOTAL INVESTMENT true COMMUNITY CANCER CENTER LLC SHARED BOARD MEMBER 777225 CYBERKNIFE LEASE PAYMENTS true COMMUNITY CANCER CENTER LLC DIRECT INVESTMENT 4456621 END OF YEAR TOTAL INVESTMENT true PARKSIDE CENTER CONDO ASSOCIATION 91% OWNERSHIP 115969 SERVICE FEES true PARKSIDE CENTER CONDO ASSOCIATION DIRECT INVESTMENT 659294 END OF YEAR TOTAL INVESTMENT true ADVOCATE HEALTH PARTNERS SHARED BOARD MEMBER 3022089 CLINICAL INTEGRATION FEES true ADVOCATE HEALTH PARTNERS SHARED BOARD MEMBER 4361562 ADVOCATECARE REIMBURSEMENT true ADVOCATE HEALTH PARTNERS DIRECT INVESTMENT 418051 END OF YEAR TOTAL INVESTMENT true A2CL LABORATORY SHARED BOARD MEMBER 1421211 ADMINISTRATIVE SERVICES false A2CL LABORATORY SHARED BOARD MEMBER 41340796 LAB SERVICES false RULESTER LLC SHARED BOARD MEMBER 202000 MEDICAL CONSULTING SERVICES false MAIN STREET CHILD CARE CENTER LLC DIRECT INVESTMENT 379478 END OF YEAR TOTAL INVESTMENT true RAINBOW HOSPICE PALLIATIVE CARE DIRECT INVESTMENT 70900 END OF YEAR TOTAL INVESTMENT true RML HEALTH PROVIDERS LIMITED PARTNE DIRECT INVESTMENT 19979123 END OF YEAR TOTAL INVESTMENT true THE CENTER FOR OUTPATIENT MEDICINE DIRECT INVESTMENT 1365111 END OF YEAR TOTAL INVESTMENT true DR JAMES RICHARDSON FAMILY MBR-M. RICHARDSON 266137 EMPLOYMENT false DANIEL DOHERTY FAMILY MBR-DR. JAMES DAN 74418 EMPLOYMENT false BRIAN MCKENNY FAMILY MBR-DR. JAMES DAN 44042 EMPLOYMENT false JULIE NAKIS FAMILY MBR-DOMINIC NAKIS 45048 EMPLOYMENT false KRISTINE ARIAS FAMILY MBR-JOHN TIMMER 51024 EMPLOYMENT false RAFAEL ARIAS FAMILY MBR-JOHN TIMMER 104980 EMPLOYMENT false FORM 990 PART III LINE 4A PROVIDING INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. INCLUDED IN THESE HEALTH CARE SERVICES ARE THE PROVISION OF FINANCIAL ASSISTANCE AND TRAUMA CARE. AS PART OF ITS COMMUNITY BENEFITS STRATEGY AND ITS MISSION, ADVOCATE HEALTH AND HOSPITALS CORPORATION ("ADVOCATE") IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED, UNDERINSURED AND LOW INCOME INDIVIDUALS. AN EXAMPLE OF THIS IS ADVOCATE'S PROVISION OF FINANCIAL ASSISTANCE. ADVOCATE OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, DESCRIBED FURTHER IN LINE 4D GOAL #2 BELOW. ADVOCATE CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP WHEN THEY NEED IT. ADVOCATE HOSPITALS MAINTAIN HIGHLY VISIBLE SIGNAGE AND BROCHURES IN MULTIPLE LANGUAGES TO INFORM PATIENTS OF THE AVAILABILITY OF FINANCIAL HELP AND FINANCIAL COUNSELORS. INFORMATION ABOUT ADVOCATE'S FINANCIAL ASSISTANCE POLICY AND AN APPLICATION IS PROVIDED TO EACH UNINSURED PATIENT DURING REGISTRATION AND AS AN INSERT IN THEIR BILLS. ADVOCATE IS ONE OF THE LARGEST PROVIDERS OF HEALTH CARE SERVICES TO MEDICAID AND MEDICARE PATIENTS IN CHICAGO AND THE SURROUNDING SUBURBS. IN THE AREA OF TRAUMA CARE, ADVOCATE HEALTH CARE IS DEDICATED TO PROVIDING EXPERT EMERGENCY CARE, TODAY AND IN THE FUTURE. ADVOCATE'S LEVEL I TRAUMA CENTERS CARE FOR THE MOST SERIOUSLY INJURED PEOPLE IN CHICAGOLAND. THE FIVE CENTERS COMPRISE 25% OF ILLINOIS'S TRAUMA CENTERS HAVING THIS HIGHEST DESIGNATION LEVEL. AS IS THE CASE WITH ALL ILLINOIS LEVEL I TRAUMA CENTERS, ADVOCATE'S TRAUMA CENTERS ARE STAFFED BY ON-SITE, 24-HOUR-A-DAY TRAUMA SURGEONS; FEATURE 24-HOUR SURGICAL AND NONSURGICAL SERVICES, SUCH AS RADIOLOGY AND ANESTHESIA; AND CAN ACCOMMODATE HELICOPTER TRANSPORTS. FORM 990 PART III LINE 4B HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. ADVOCATE OFFERS A BROAD ARRAY OF SERVICES AND PROGRAMS DESIGNED TO MEET COMMUNITY HEALTH NEEDS, INCLUDING PHYSICIANS FOCUSED ON ADDRESSING THE MOST SIGNIFICANT ISSUES IMPACTING PUBLIC HEALTH IN ADVOCATE'S SERVICE AREA. THROUGH THIS FOCUSED APPROACH, PHYSICIANS ALSO CONCENTRATE ON PROVIDING PROGRAMS AND SERVICES THAT TARGET UNIQUE HEALTH ACCESS NEEDS OF THE UNINSURED, UNDERINSURED, UNDERSERVED, LOW INCOME AND SPECIAL NEEDS INDIVIDUALS LIVING IN CHICAGOLAND COMMUNITIES. ADVOCATE PARTNERS WITH MAINE TOWNSHIP DISTRICT 207 TO PLACE ADVOCATE PHYSICIANS AT THE MAINE EAST HIGH SCHOOL-BASED HEALTH CENTER TO PROVIDE UNINSURED AND UNDERINSURED STUDENTS FROM ALL MAINE TOWNSHIP HIGH SCHOOLS WITH FREE OR LOW-COST PHYSICALS, IMMUNIZATIONS, BEHAVIORAL HEALTH TREATMENT, NUTRITIONAL EDUCATION AND COUNSELING. THESE SERVICES HELP THE STUDENTS MEET STATE-MANDATED PHYSICAL AND IMMUNIZATION REQUIREMENTS. IN 2011, FOR THE 14TH YEAR IN A ROW, ADVOCATE MEDICAL GROUP (AMG) SPONSORED MEDFEST, IN COLLABORATION WITH SPECIAL OLYMPICS OF ILLINOIS. MEDFEST PROVIDES OPPORTUNITIES TO PARTICIPATE IN SPORTS TRAINING AND COMPETITIONS TO PEOPLE WITH INTELLECTUAL DISABILITIES, CREATING AVENUES FOR INCLUSION AND ACCEPTANCE FOR THIS UNDERSERVED POPULATION. AMG PROVIDED 1,414 FREE ATHLETIC PHYSICALS TO SPECIAL OLYMPIANS IN 2011, ALLOWING THEM TO PARTICIPATE IN COMPETITIONS THROUGHOUT THE YEAR. IN ADDITION TO THE EXAMPLES PROVIDED ABOVE, ADVOCATE PHYSICIANS ALSO PROVIDE YEAR ROUND HEALTH EDUCATION, LECTURES AND SCREENINGS AT COMMUNITY HEALTH EVENTS THROUGHOUT THE METROPOLITAN CHICAGO AREA. FORM 990 PART III LINE 4 C GRADUATE MEDICAL EDUCATION. ADVOCATE IS COMMITTED TO TRAINING HEALTH CARE PROVIDERS IN A BROAD RANGE OF SPECIALTIES. EACH YEAR, OVER THAN 2,000 MEDICAL STUDENTS COMPLETE ROTATIONS AND 600 RESIDENTS AND FELLOWS RECEIVE HANDS-ON TRAINING AT ADVOCATES THREE TEACHING HOSPITALS ADVOCATE BROMENN MEDICAL CENTER, ADVOCATE CHRIST MEDICAL CENTER, AND ADVOCATE LUTHERAN GENERAL HOSPITAL. NOT INCLUDED IN THE EXPENSE AND REVENUE AMOUNTS REPORTED ON LINE 4C BUT IMPORTANT TO THE ORGANIZATIONS ROLE IN TRAINING HEALTH CARE PROFESSIONALS, ARE NURSING RESIDENCY PROGRAMS AT ADVOCATE GOOD SAMARITAN HOSPITAL, AS WELL AS PROGRAMS WHICH TRAIN STUDENTS IN RESPIRATORY CARE, RADIOLOGIC TECHNOLOGY, PHYSICAL THERAPY, PHARMACEUTICAL SERVICES AND OTHER DISCIPLINES AT ADVOCATE SITES OF CARE. FORM 990 PART III 4 D Other program services ADVOCATE HEALTH CARE IS ONE OF THE NATION'S TOP TEN HEALTH SYSTEMS AND IS THE LARGEST INTEGRATED HEALTH CARE SYSTEM IN ILLINOIS. AS PART OF A NETWORK WITH OVER 250 SITES OF CARE, ITS MORE THAN 30,000 ASSOCIATES PROVIDE CARE AT TEN ACUTE CARE HOSPITALS AND TWO FULL-SERVICE CHILDREN'S HOSPITALS TOTALING 3,222 AUTHORIZED BEDS. ADVOCATE PROVIDES EXPERT EMERGENCY CARE TO THE CHICAGO AREA'S SERIOUSLY INJURED PEOPLE THROUGH ITS FIVE LEVEL I TRAUMA CENTERS WHICH COMPRISE THE LARGEST EMERGENCY AND LEVEL I TRAUMA NETWORK IN ILLINOIS. THE ORGANIZATION IS ALSO RECOGNIZED AS HAVING ONE OF THE LARGEST HOME HEALTH COMPANIES IN THE STATE. ADVOCATE HAS THE STATE OF ILLINOIS'S LARGEST PHYSICIAN NETWORK OF PRIMARY CARE PHYSICIANS, SPECIALISTS AND SUB-SPECIALISTS. OF THE 6,000 PHYSICIANS AFFILIATED WITH ADVOCATE, 4,000 OF THEM BELONG TO ADVOCATE PHYSICIAN PARTNERS, THE SYSTEM'S CARE MANAGEMENT AND MANAGED CONTRACTING ORGANIZATION AND 1,000 BELONG TO THE SYSTEM'S AFFILIATED MEDICAL GROUPS. ADVOCATE HAS ACADEMIC AND TEACHING AFFILIATIONS WITH ALL MAJOR UNIVERSITIES IN THE CHICAGO METROPOLITAN AREA. AT ITS THREE TEACHING HOSPITALS, ADVOCATE TRAINS MORE PRIMARY CARE PHYSICIANS AND RESIDENTS THAN ANY OTHER HEALTH CARE SYSTEM IN THE STATE. IN ADDITION, THE TEACHING OF OTHER HEALTH CARE PROFESSIONALS OCCURS AT ALL ADVOCATE HOSPITALS. INCORPORATED AS ADVOCATE HEALTH CARE IN JANUARY 1995, THE SYSTEM HAS A LONG TRADITION OF HEALTH CARE DATING BACK MORE THAN 100 YEARS TO HOSPITALS FOUNDED BY PREDECESSOR CHURCHES OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND THE UNITED CHURCH OF CHRIST. ADVOCATE'S COMMON MISSION, VALUES, AND PHILOSOPHY (MVP) WAS DEVELOPED FROM THE SIMILAR MISSION-ORIENTED HISTORIES OF BOTH ORGANIZATIONS. THE MISSION OF ADVOCATE HEALTH CARE IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. THE VALUES OF ADVOCATE SERVE AS AN INTERNAL COMPASS TO GUIDE RELATIONSHIPS AND ACTIONS. THEY INCLUDE EQUALITY, COMPASSION, EXCELLENCE, PARTNERSHIP AND STEWARDSHIP. THE PHILOSOPHY OF ADVOCATE IS GROUNDED IN THE PRINCIPLES OF HUMAN ECOLOGY, FAITH, AND COMMUNITY-BASED HEALTH CARE. THESE PRINCIPLES ARISE FROM AN UNDERSTANDING OF HUMAN BEINGS AS WHOLE PERSONS IN LIGHT OF THEIR RELATIONSHIPS WITH GOD, THEMSELVES, THEIR FAMILIES AND SOCIETY IN WHICH THEY LIVE. THROUGH ITS ACTIONS, ADVOCATE HEALTH CARE AFFIRMS THESE PRINCIPLES. POPULATION SERVED ADVOCATE HEALTH CARE PROVIDES QUALITY MEDICAL HEALTH CARE TO VARIOUS COMMUNITIES IN THE CHICAGOLAND AREA REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2011, ADVOCATE EXPERIENCED 167,767 INPATIENT ADMISSIONS, 4,424,799 OUTPATIENT VISITS AND 19,526 BABIES DELIVERED. COMMITMENT TO THE COMMUNITY IN 1997, BASED ON RECOMMENDATIONS OF THE COMMUNITY BENEFITS TASK FORCE OF THE ADVOCATE HEALTH CARE BOARD OF DIRECTORS, ADVOCATE REAFFIRMED ITS COMMITMENT TO A COMMUNITY BENEFIT PROGRAM COMPRISED OF FINANCIAL ASSISTANCE; COST OF UNREIMBURSED CARE TO MEDICAID RECIPIENTS, UNREIMBURSED COSTS OF SERVICES AND PROGRAMS ADDRESSING COMMUNITY HEALTH, WELLNESS AND SERVICE NEEDS; AND COMMUNITY DONATIONS. THAT DEFINITION WAS LATER EXPANDED TO INCLUDE OTHER SERVICES, SUCH AS LANGUAGE ASSISTANCE AND VOLUNTEER SERVICES FOR EXAMPLE, IN COMPLIANCE WITH THE ILLINOIS COMMUNITY BENEFITS ACT PASSED BY THE ILLINOIS STATE LEGISLATURE IN 2003. DESPITE FACING LOW REIMBURSEMENTS, ADVOCATE IS DEDICATED TO MAINTAINING A STRONG PRESENCE WITHIN ITS COMMUNITIES AND CONTINUES TO MONITOR THESE EXPENDITURES TO MAKE CERTAIN THAT THE PROGRAMS AND SERVICES SUPPORTED ARE IN DIRECT RESPONSE TO COMMUNITY NEEDS. IN 2011, ADVOCATE REPORTED NEARLY $465 MILLION IN CHARITABLE CARE AND SERVICES. THESE SERVICES ARE COMPRISED OF MANY COMMUNITY HEALTH PROGRAMS FOCUSED ON IMPROVING ACCESS TO CARE, ADDRESSING SPECIAL NEEDS AND IMPROVING OVERALL COMMUNITY HEALTH. COMMUNITY BENEFITS PLAN, GOALS AND EXAMPLES OF PROGRAM SERVICE ACCOMPLISHMENTS THE ADVOCATE HEALTH CARE COMMUNITY BENEFIT PLAN'S BROAD GOALS AND OBJECTIVES WERE DESIGNED TO STRUCTURE SYSTEM-WIDE COMMUNITY BENEFIT ACTIVITIES WITHIN A STRATEGIC FRAMEWORK. ADVOCATE'S PLAN WAS DEVELOPED TO ESTABLISH STRATEGIES FOR IMPROVING ACCESS TO CARE AND POSITIVELY AFFECTING THE HEALTH OF THE COMMUNITIES THAT ADVOCATE SERVES. INCLUDED IN THE COMMUNITY BENEFITS PLAN ARE GOALS AND OBJECTIVES FOCUSED ON ADDRESSING NEEDS AS IDENTIFIED THROUGH THE HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, AS WELL AS ONGOING SYSTEM COMMUNITY BENEFITS PROGRAMS, SUCH AS FINANCIAL ASSISTANCE, UNREIMBURSED MEDICAID AND MEDICARE. THE PLAN SETS THE COURSE FOR STRENGTHENING EXISTING PARTNERSHIPS AND BUILDING NEW ONES WITH INDIVIDUALS AND ORGANIZATIONS WITHIN ADVOCATE'S PRIMARY SERVICE AREAS IN ORDER TO LEVERAGE AND MAXIMIZE THE IMPACT OF ITS PROGRAMS. IN DEVELOPING ITS PLAN, ADVOCATE SET FIVE GOALS AND CORRESPONDING OBJECTIVES TO ACCOMPLISH THIS STRATEGY. ALTHOUGH EACH GOAL IS EXEMPLIFIED BY MULTIPLE PROGRAMS/PROJECTS THROUGHOUT THE ADVOCATE SYSTEM, ONLY A FEW PROGRAM EXAMPLES ARE OUTLINED HERE AS EXAMPLES OF WORKING TOWARD EACH GOAL. GOAL 1: OPTIMIZE ADVOCATE'S ABILITY TO LEVERAGE ITS COMMUNITY HEALTH RESOURCES AND CONTINUE PROGRAMS THAT BENEFIT THE COMMUNITY BY PROSPECTIVELY ALIGNING SYSTEM AND SITE PLANS AND ACTIVITIES. THROUGH ADVOCATE'S OWN PROGRAMS AND SERVICES, AS WELL AS ITS PARTICIPATION IN THE COMMUNITY, ADVOCATE PROMOTES A SHARED APPROACH TO COMMUNITY BENEFITS. EXAMPLES INCLUDE: HEALTHY STEPS PROGRAM-THROUGH ADVOCATE'S HEALTHY STEPS PROGRAM IN 2011, HEALTHY STEPS SPECIALISTS TOUCHED THE LIVES OF 7,341 YOUNG CHILDREN THROUGH CHILDHOOD PROGRAMS WITHIN PEDIATRIC/FAMILY PRACTICE RESIDENCIES AT ADVOCATE LUTHERAN GENERAL AND ADVOCATE HOPE CHILDREN'S HOSPITALS. THIS SYSTEM-WIDE PROGRAM USES A NATIONAL MODEL TO ENGAGE PARENTS AS PARTNERS WITH PHYSICIANS IN THEIR CHILDREN'S HEALTH. HEALTHY STEPS SPECIALISTS HELP BRIDGE THE TWO GROUPS BY PREPARING PARENTS TO TAKE AN ACTIVE ROLE IN, AND PHYSICIANS TO ASSESS AND MEET MORE EFFECTIVELY, A RANGE OF CHILD DEVELOPMENT NEEDS. THESE SPECIALISTS HAVE PROVIDED 6,075 DEVELOPMENTAL SCREENINGS AND REFERRED 191 FAMILIES TO COMMUNITY SERVICES. DURING 2011, ADVOCATE HEALTHY STEPS CONSULTANTS PROVIDED 209 PRESENTATIONS IN 62 PRIMARY CARE SITES, TO 279 PHYSICIANS AND THEIR STAFFS THROUGHOUT THE STATE OF ILLINOIS. ADVOCATE PROVIDERS CARE FOR APPROXIMATELY 97,350 CHILDREN BETWEEN BIRTH AND AGE THREE. THE STAFF ALSO MEETS REGULARLY WITH 20 COMMUNITY ORGANIZATIONS, AND WORKS WITH PEDIATRIC AND FAMILY MEDICINE RESIDENCY PROGRAMS, PEDIATRIC NURSE PRACTITIONERS AND PHYSICIAN ASSISTANT PROGRAMS THROUGHOUT THE STATE. MISSION AND SPIRITUAL CARE-ADVOCATE HEALTH CARE'S OFFICE FOR MISSION AND SPIRITUAL CARE PROVIDES CLINICAL CHAPLAINS AND ETHICISTS WHO OFFER SUPPORT AND SERVICES TO THE INDIVIDUALS AND FAMILIES THAT ADVOCATE SERVES. THE OFFICE ALSO DEVELOPS PARTNERSHIPS WITH COMMUNITIES AND CONGREGATIONS TO HELP ADDRESS LOCAL HEALTH CARE NEEDS. AN EXAMPLE OF THIS IS ADVOCATE'S SUPPORT/CO-SPONSORSHIP OF 18 ADVOCATE PARISH NURSES SERVING 22 CONGREGATIONS AND 14 NETWORK NURSES SERVING 13 CONGREGATIONS, WHO PROVIDE HEALTH EDUCATION, WELLNESS PROMOTION, HEALTH SCREENINGS, ADVOCACY AND SPIRITUAL SUPPORT TO FAITH COMMUNITIES IN ADVOCATE'S CITY AND SUBURBAN HOSPITAL SERVICE AREAS. ADDITIONALLY, ADVOCATE BROMENN MEDICAL CENTER COLLABORATES WITH 80 COMMUNITY-BASED PARISH NURSES SUPPORTING THEIR EFFORTS TO PROVIDE HEALTH EDUCATION, CONSULTATIONS AND SCREENINGS TO CHURCH MEMBERS. FORM 990 PART III 4 D (CONTD) MISSION AND SPIRITUAL CARE-ADVOCATE HEALTH CARE'S OFFICE FOR MISSION AND SPIRITUAL CARE PROVIDES CLINICAL CHAPLAINS AND ETHICISTS WHO OFFER SUPPORT AND SERVICES TO THE INDIVIDUALS AND FAMILIES THAT ADVOCATE SERVES. THE OFFICE ALSO DEVELOPS PARTNERSHIPS WITH COMMUNITIES AND CONGREGATIONS TO HELP ADDRESS LOCAL HEALTH CARE NEEDS. AN EXAMPLE OF THIS IS ADVOCATE'S SUPPORT/CO-SPONSORSHIP OF 18 ADVOCATE PARISH NURSES SERVING 22 CONGREGATIONS AND 14 NETWORK NURSES SERVING 13 CONGREGATIONS, WHO PROVIDE HEALTH EDUCATION, WELLNESS PROMOTION, HEALTH SCREENINGS, ADVOCACY AND SPIRITUAL SUPPORT TO FAITH COMMUNITIES IN ADVOCATE'S CITY AND SUBURBAN HOSPITAL SERVICE AREAS. ADDITIONALLY, ADVOCATE BROMENN MEDICAL CENTER COLLABORATES WITH 80 COMMUNITY-BASED PARISH NURSES SUPPORTING THEIR EFFORTS TO PROVIDE HEALTH EDUCATION, CONSULTATIONS AND SCREENINGS TO CHURCH MEMBERS. GOAL 2: UNDERTAKE OR SUPPORT INITIATIVES THAT ENHANCE ACCESS TO HEALTH AND WELLNESS SERVICES WITHIN THE DIVERSE COMMUNITIES ADVOCATE SERVES. A FEW EXAMPLES OF ADVOCATE'S LEADERSHIP IN SERVING UNINSURED AND UNDERINSURED INDIVIDUALS AND FAMILIES ARE: FINANCIAL ASSISTANCE-ADVOCATE OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED, AND PROVIDING DISCOUNTS TO UNINSURED PATIENTS EARNING UP TO SIX TIMES THE FEDERAL POVERTY LEVEL AND TO INSURED PATIENTS EARNING UP TO FOUR TIMES THE POVERTY LEVEL. ADVOCATE CONSIDERS AN INDIVIDUAL'S EXTENUATING CIRCUMSTANCES TO QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE AND IN CERTAIN CASES DETERMINES A PATIENT'S ELIGIBILITY USING ADVOCATE OR PUBLIC RECORDS ("PRESUMPTIVE ELIGIBILITY"). NOTABLY, ADVOCATE IS ALSO ONE OF THE LARGEST PROVIDERS OF HEALTH CARE SERVICES TO MEDICAID AND MEDICARE PATIENTS IN CHICAGO AND THE SURROUNDING SUBURBS. FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS)-ADVOCATE HAS A PARTNERSHIP WITH A FEDERALLY QUALIFIED HEALTH CENTER THROUGH ADVOCATE SOUTH SUBURBAN HOSPITAL TO IMPROVE ACCESS TO PRIMARY CARE SERVICES FOR UNINSURED AND UNDERINSURED INDIVIDUALS IN THOSE AREAS. IN ADDITION, ADVOCATE GOOD SHEPHERD HOSPITAL HAS PARTNERED WITH THE FAMILY HEALTH PARTNERSHIP CLINIC, A FREE CLINIC IN WOODSTOCK, ILLINOIS. WORKING WITH OTHER AREA HOSPITALS, ADVOCATE GOOD SAMARITAN HOSPITAL PROVIDES SUPPORT THROUGH THE DUPAGE HEALTH COALITION TO SUSTAIN THE ACCESS DUPAGE COMMUNITY PROGRAM, A COMMUNITY COLLABORATION DESIGNED TO PROVIDE LOW-COST PRIMARY MEDICAL CARE SERVICES TO LOW-INCOME, MEDICALLY UNINSURED RESIDENTS OF DUPAGE COUNTY. ADVOCATE CHRIST MEDICAL CENTER HAS A PARTNERSHIP WITH THE ACCESS TO CARE ORGANIZATION AND PROVIDES DIAGNOSTIC RADIOLOGY SERVICES, SUCH AS MAMMOGRAMS. ADVOCATE GOOD SHEPHERD HOSPITAL HAS PARTNERED WITH THE LAKE COUNTY HEALTH DEPARTMENT TO PROVIDE FREE DIAGNOSTIC SERVICES, SUCH AS COLONOSCOPIES, RADIOLOGY EXAMS, MRIS, CT SCANS AND BIOPSIES TO THE UNINSURED AND UNDERSERVED RESIDENTS OF LAKE COUNTY. ADVOCATE BROMENN MEDICAL CENTER MAINTAINS A COMMUNITY HEALTH CLINIC IN A JOINT VENTURE WITH OSF ST. JOSEPH'S HOSPITAL, WHEREBY ADVOCATE BROMENN MEDICAL CENTER IS RESPONSIBLE FOR ALL HOSPITAL CARE FOR THE CLINIC'S PATIENTS FOR SIX MONTHS OF EACH YEAR. THIS PARTNERSHIP ENSURES ACCESS AND SUBSIDIZED CARE TO UNDERINSURED FAMILIES, REGARDLESS OF THEIR ABILITY TO PAY. GOAL 3: POSITIVELY AFFECT THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY ADVOCATE THROUGH PROGRAMS AND PRACTICES THAT REFLECT ADVOCATE'S WHOLISTIC PHILOSOPHY. ADVOCATE IS FOCUSING ON COMMUNITY HEALTH PROGRAMS AND INITIATIVES THAT IMPROVE THE QUALITY OF LIFE THROUGHOUT THE CHICAGO REGION. CHILDHOOD TRAUMA TREATMENT PROGRAM-THE ADVOCATE CHILDHOOD TRAUMA TREATMENT PROGRAM (CTTP) OFFERS HOPE AND HEALING TO CHILDREN WHO HAVE EXPERIENCED MALTREATMENT, PSYCHOLOGICAL TRAUMA AND SEXUAL ABUSE. CLINICIANS WORK WITH A CHILD'S ENTIRE SUPPORT NETWORK INCLUDING PARENTS, THE SCHOOL AND MORE, TO HELP FOSTER A SAFE ENVIRONMENT FOR THE CHILD. CTTP IS ONE OF JUST A HANDFUL OF PROGRAMS IN THE STATE THAT SPECIALIZES IN MENTAL HEALTH FOR CHILDREN. IN 2011, CTTP SERVED 150 CHILDREN AND ADOLESCENTS, AS WELL AS 347 ADULTS, CAREGIVERS, PARENTS AND OTHERS. IN ADDITION, THE PROGRAM HAS PARTNERED WITH "DARKNESS TO LIGHT," A NATIONALLY RECOGNIZED SEXUAL ABUSE PREVENTION PROGRAM. AS A RESULT OF THIS PARTNERSHIP, THE CTTP HAS LAUNCHED A MAJOR ADULT EDUCATION PROGRAM CALLED "STEWARDS OF CHILDREN/7 STEPS TO PROTECT A CHILD." MORE THAN 600 ADULTS HAVE PARTICIPATED IN THE PROGRAM OFFERED AT SCHOOLS, CHURCHES, LAW ENFORCEMENT AGENCIES, CHILD WELFARE AGENCIES AND CIVIC ORGANIZATIONS. OPERATION CLICK-MOTOR VEHICLE CRASHES ARE THE LEADING CAUSE OF DEATH FOR YOUTHS UNDER THE AGE OF 20. OPERATION CLICK IS A SEAT BELT COMPLIANCE PROGRAM WHICH HAS BEEN SPONSORED BY ADVOCATE GOOD SHEPHERD HOSPITAL SINCE ITS INCEPTION IN 1998. THE PROGRAM BEGAN IN THREE HIGH SCHOOLS IN DISTRICT 155 (CRYSTAL LAKE AND CARY GROVE, ILLINOIS) AND IT HAS PROVEN TO INCREASE COMPLIANCE RATE FOR SEATBELT USAGE. OPERATION CLICK HAS EXPANDED TO 30 SCHOOLS IN THE 2011-2012 SCHOOL YEAR, REACHING 9,000 STUDENTS WHO SIGN COMMITMENT FORMS TO WEAR AND HAVE THEIR PASSENGERS WEAR SEAT BELTS, AND THE PROGRAM IS EXPECTED TO CONTINUE EXPANDING IN 2012. GOAL 4: LEVERAGE RESOURCES AND MAXIMIZE COMMUNITY OUTREACH EFFORTS BY BUILDING AND STRENGTHENING COMMUNITY PARTNERSHIPS. ADVOCATE MAINTAINS AND CONTINUES TO ACTIVELY EXPAND ITS PARTNERSHIPS AND RELATIONSHIPS WITH A WIDE VARIETY OF ORGANIZATIONS, INCLUDING RELIGIOUS ORGANIZATIONS, NEIGHBORHOOD GROUPS AND OUTREACH AND RESOURCE PROGRAMS. BETHANY COMMUNITY HEALTH FUND-IN 2006, ADVOCATE ESTABLISHED THE ADVOCATE BETHANY COMMUNITY HEALTH FUND TO SUPPORT LOCAL NOT-FOR-PROFIT ORGANIZATIONS AS THEY BUILD, PROMOTE AND SUSTAIN HEALTHY COMMUNITIES ON THE WEST SIDE OF CHICAGO. IN 2011, THE FUND AWARDED MORE THAN $800,000 IN GRANTS AND SERVICES TO 35 ORGANIZATIONS ACROSS ITS FUND COMMUNITIES. SINCE 2006, THE BETHANY COMMUNITY HEALTH FUND HAS AWARDED OVER $4.8 MILLION TO ORGANIZATIONS THAT PROMOTE HEALTH AND WELLNESS AND ADDRESS HEALTH DISPARITIES FOR COMMUNITY RESIDENTS. ADULT DOWN SYNDROME CENTER-ANOTHER EXAMPLE OF BUILDING AND FOSTERING COMMUNITY PARTNERSHIPS TO MAXIMIZE RESOURCES IS ADVOCATE'S ADULT DOWN SYNDROME CENTER. ESTABLISHED IN THE EARLY 1990'S THROUGH A PARTNERSHIP BETWEEN ADVOCATE LUTHERAN GENERAL HOSPITAL AND THE NATIONAL ASSOCIATION FOR DOWN SYNDROME (NADS), IT IS THE LARGEST CENTER OF ITS KIND IN THE WORLD. THE CENTER PROVIDES CRUCIAL PSYCHOSOCIAL AND MEDICAL SERVICES TO INDIVIDUALS WITH DOWN SYNDROME LIVING IN ALL AREAS OF ILLINOIS AND ACROSS THE MIDWEST. MANY IN THIS UNIQUE POPULATION ARE ON PUBLIC ASSISTANCE AND, THERE ARE FEW SOURCES OF REIMBURSEMENT FOR THESE MUCH-NEEDED SERVICES IN MOST INSTANCES. THE CENTER'S MULTIDISCIPLINARY APPROACH TO COMPREHENSIVE MEDICAL CARE, WITH A STRONG EMPHASIS ON PREVENTIVE MEDICINE, PROVIDES PRACTICAL APPROACHES TO HEALTH EDUCATION AND HEALTH RISK REDUCTION. IN 2011, THE CENTER HAD A TOTAL OF 6,929 PATIENT VISITS, SERVING 1,546 DISTINCT PATIENTS. TO DATE, THE CLINIC'S MULTIDISCIPLINARY TEAM HAS SERVED THE HEALTH AND PSYCHOSOCIAL NEEDS OF OVER 6,500 ADOLESCENTS AND ADULTS WITH DOWN SYNDROME. GOAL 5: PROMOTE INTEGRATION OF AND ACCOUNTABILITY FOR SYSTEM AND SITE PLANS AND ACTIVITIES BY ENHANCING COORDINATION AND DEVELOPING GOVERNANCE RELATIONSHIPS. IN JANUARY 2011, ADVOCATE HEALTH CARE IMPLEMENTED A NEW COMMUNITY HEALTH ACCOUNTABILITY STRUCTURE AT ALL TEN OF ITS HOSPITALS. THE OVERALL GOAL WAS TO MORE STRATEGICALLY FOCUS THE HOSPITALS' COMMUNITY HEALTH PROGRAMMING TO ENSURE KEY COMMUNITY NEEDS ARE BEING ADDRESSED AND THAT THE PROGRAMS, WHETHER DEVELOPED OR SUSTAINED, MEASURABLY IMPROVE COMMUNITY HEALTH. COMMUNITY HEALTH COMMITTEES WERE PUT IN PLACE AT EACH HOSPITAL TO CONDUCT COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENTS USING A STANDARDIZED APPROACH. REPRESENTATIVES FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY DEPARTMENTS, LED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER, MET REGULARLY DURING THE FIRST HALF OF THE YEAR. COMMUNITY REPRESENTATIVES SERVING ON EACH HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS ON THE COMMITTEE. ADDITIONAL COMMUNITY, CLINICAL AND OTHER HOSPITAL REPRESENTATIVES WILL BE ADDED TO THE COMMITTEE TO ENHANCE PROGRAM PLANNING AND IMPLEMENTATION. FORM 990 PART III 4 D (CONTD) THE HOSPITALS' COMMUNITY HEALTH COMMITTEE MEMBERS ATTENDED THREE CHNA WORKSHOPS IN 2011 SPONSORED BY THE SYSTEM. THE WORKSHOPS WERE DESIGNED TO LAUNCH THE CHNA PROCESS BY EDUCATING MEMBERS ON HOW TO CONDUCT AN ASSESSMENT, INCLUDING CUTTING EDGE THINKING ON ADDRESSING COMMUNITY NEED. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE HOSPITAL COMMITTEES IDENTIFIED THEIR SERVICE AREAS' KEY HEALTH NEEDS AND THEN EMPLOYED A STANDARDIZED PRIORITY SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. DURING THE PROCESS, SITES EXAMINED THEIR COMMUNITY'S CHALLENGES AND ASSETS, AND HAD DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERING WITH OTHER ORGANIZATIONS AND SHARING RESOURCES TO ADDRESS COMMUNITY NEED. CHNA RESULTS WERE SHARED AND THE SELECTED PRIORITIES WERE ENDORSED BY EACH HOSPITAL'S PRESIDENT AND ITS FULL GOVERNING COUNCIL. PROGRAM PLANNING BEGAN IN 2011 AND WILL CONTINUE INTO 2012 AS THE HOSPITALS WORK TO PARTNER WITH OTHER ORGANIZATIONS TO ADDRESS THEIR COMMUNITY-SPECIFIC HEALTH CARE NEEDS. HOSPITAL PLANS WILL BE SHARED AND ENDORSED EACH YEAR BY THEIR GOVERNING COUNCILS AND PLAN SUMMARIES WILL BE SHARED PERIODICALLY WITH ADVOCATE'S MISSION AND SPIRITUAL CARE COMMITTEE OF THE BOARD, WHICH HAS SYSTEM LEVEL OVERSIGHT OF COMMUNITY HEALTH PLANNING. BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATIONS BYLAWS PROVIDE THAT THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE SAME COMPOSITION AND MEMBERS AS THE EXECUTIVE COMMITTEE OF THE CORPORATE MEMBER. THE CORPORATE MEMBERS EXECUTIVE COMMITTEE HAS NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING, HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEES MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEES AUTHORITY INCLUDES: BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS. OFFICER BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 2 AS DR. JAMES DAN, GAIL HASBROUCK, JAMES DOHENY, AND DOMINIC NAKIS ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. AS DR. JAMES DAN, GAIL HASBROUCK, JAMES DOHENY, AND SCOTT POWDER 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 DR. JAMES DAN AND DR. LEE SACKS 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 DR. JAMES DAN, GAIL HASBROUCK, JAMES DOHENY, SCOTT POWDER, AND WILLIAM SANTULLI 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. Description of Classes of Members or Stockholders Form 990, Part VI, Question 6 BYLAWS PROVIDE FOR CORPORATE MEMBERS. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a DIRECTORS OF THE BOARD ARE CORPORATE MEMBERS OF ADVOCATE HEALTH AND HOSPITAL BOARD, WHICH ELECTS THE BOARD OF DIRECTORS. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Question 7b THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPOINT OUTSIDE AUDITORS AND ESTABLISH AND REVISE ALL FINANCIAL CONTROL POLICIES, AND ANY CHANGES TO SUCH POLICIES, BEFORE SUCH POLICIES OR CHANGES BECOME EFFECTIVE; CAUSE THE CORPORATION TO PAY, LOAN OR OTHERWISE TRANSFER PROPERTY AND FUNDS TO OTHER ENTITIES AFFILIATED WITH THE CORPORATE MEMBER; AMEND THE BYLAWS WITHOUT ACTION OR APPROVAL BY THE BOARD OF DIRECTORS (AFTER TEN DAYS NOTICE TO THE CORPORATIONS BOARD OF DIRECTORS OF THE PROPOSED AMENDMENT(S) WITH AN OPPORTUNITY FOR BOARD MEMBERS TO CONSULT WITH THE CORPORATE MEMBER REGARDING THE PROPOSED AMENDMENT; APPROVAL OF THE OVERALL MISSION, PHILOSOPHY AND VALUES STATEMENTS AND ANY AMENDMENTS OR SUPPLEMENTS TO SUCH STATEMENTS; APPROVAL OF THE OVERALL STRATEGIC PLANS; APPROVAL OF ALL OVERALL OPERATING AND CAPITAL BUDGETS BEFORE ANY EXPENDITURE, PURSUANT TO SUCH BUDGETS ARE MADE OR COMMITTED, AND APPROVAL OF ALL EXPENDITURES ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF THE INCURRENCE OR GUARANTEE OF ANY INDEBTEDNESS FOR BORROWED MONEY WHICH HAS NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR WHICH IS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL TRANSFERS OF OWNERSHIP OR DONATIONS OF ASSETS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION BEFORE THEY BECOME EFFECTIVE; APPROVAL OF ANY MERGER, CONSOLIDATION, OR DISSOLUTION; AND APPROVAL OF THE CREATION OF OR AFFILIATION WITH ANY SUBSIDIARY OR AFFILIATE, BEFORE SUCH ENTITY IS CREATED OR THE ENTRANCE INTO ANY JOINT VENTURE IF THE CONTEMPLATED ACTIVITY WILL INVOLVE THE EXPENDITURE OF FUNDS OR THE ASSUMPTION OF OBLIGATIONS WHICH HAVE NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR REQUIRE MEMBER APPROVAL UNDER THE FINANCIAL CONTROL POLICIES. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11B ADVOCATES 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 ORGANIZATIONS FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATIONS 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 ADVOCATES OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTORS AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATIONS 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 ORGANIZATIONS BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 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 PERSONS 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 INDIVIDUALS JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a & 15b EXECUTIVE COMPENSATION AT ADVOCATE HEALTH AND HOSPITAL CORPORATION IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND ALL EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPARISONS ARE IDENTIFIED AND THE DESIRED LEVELS 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. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEB SITES: 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. OFFICER IS EMPLOYEE OF RELATED CORPORATION FORM 990, PART VII, SECTION A, LINE 1A JOSE ELIZONDO, MD IS AN EMPLOYEE OF ADVOCATE NORTH SIDE HEALTH NETWORK AND GENERALLY WORKS 40 HOURS PER WEEK. APPROXIMATELY 4 HOURS OF HIS REGULAR WORK WEEK ARE SPENT PROVIDING SERVICES TO RELATED ORGANIZATIONS. Other changes in net assets or fund balances FORM 990, PART XI, LINE 5 NET UNREALIZED INCOME $(189,603,036) FASB 158 ADJUSTMENTS $(60,918,462) RESTRICTED FUNDS ACQUIRED $(7,892) TOTAL $(250,529,390) SCHEDULE K - SUPPLEMENTAL INFORMATION Purpose of Bond Series 2003 issued 10/29/2003 SCHEDULE K PART 1 LINE A(F) (PAGE 1) THE PROCEEDS OF THE ILLINOIS HEALTH FACILITIES AUTHORITY REVENUE BONDS, SERIES 2003A, 2003B AND SERIES 2003C (ADVOCATE HEALTH CARE NETWORK) WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING CERTAIN CAPITAL EXPENDITURES OF CERTAIN OF THE HEALTH CARE FACILITIES OF THE ORGANIZATION AND ADVOCATE NORTH SIDE HEALTH NETWORK. Purpose of Bond Series 2008 issued 10/10/2007 FORM SCHEDULE K PART I LINE B(F) (PAGE 1) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2007B-1, SERIES 2007B-2 AND SERIES 2007B-3 (ADVOCATE HEALTH CARE NETWORK), WERE ISSUED ON OCTOBER 10, 2007 FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OR A PORTION OF THE ORGANIZATION'S SERIES 1997A BONDS, SERIES 1997B BONDS, SERIES 2003B BONDS AND SERIES 2005 BONDS. THE SERIES 2007B BONDS WERE EXCHANGED FOR THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008C-1, SERIES 2008C-2A, SERIES 2008C-2B, SERIES 2008C-3A, AND SERIES 2008C-3B (ADVOCATE HEALTH CARE NETWORK) ON APRIL 25, 2008. BASED ON THE ADVICE OF BOND COUNSEL, THE ORGANIZATION IS TREATING THE SERIES 2008C BONDS AS THE SAME ISSUE AS THE SERIES 2007B BONDS FOR FEDERAL INCOME TAX PURPOSES. Purpose of Bond Series issued 4/23/2008 FORM SCHEDULE K PART I LINE C(F) (PAGE 1) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008A-1, SERIES 2008A-2 AND SERIES 2008A-3 (ADVOCATE HEALTH CARE NETWORK) WERE USED, TOGETHER WITH OTHER AVAILABLE FUNDS, FOR THE PURPOSE OF REFUNDING ALL OF THE ORGANIZATION'S SERIES 2007A BONDS, WHICH WERE ISSUED ON OCTOBER 10, 2007. Purpose of bond Series 2008D issued 12/01/2008 FORM SCHEDULE K PART I LINE D(F) (PAGE 1) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008D (ADVOCATE HEALTH CARE NETWORK) WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COSTS OF PURCHASING ASSETS OF CONDELL MEDICAL CENTER AND THE COSTS OF CONSTRUCTING AND EQUIPPING A NEW PATIENT TOWER FOR ADVOCATE CONDELL MEDICAL CENTER. THE ACQUIRED ASSETS INCLUDE CONDELL MEDICAL CENTER, A 283-LICENSED BED ACUTE CARE HOSPITAL LOCATED IN LIBERTYVILLE, ILLINOIS. Purpose of Bond Series 2010 issued 1/6/2010 FORM SCHEDULE K PART I LINE A(F) (PAGE 2) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2010 (ADVOCATE HEALTH CARE NETWORK) WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING THE ORGANIZATIONS SERIES 2008B-1, SERIES 2008B-2, SERIES 2008B-3, SERIES 2008B-4 AND SERIES 2008B-5 BONDS, OF FINANCING THE COSTS RELATED TO THE MERGER WITH BROMENN HEALTHCARE SYSTEM AND THE COSTS RELATED TO THE CONSTRUCTING AND EQUIPPING A NEW PATIENT TOWER FOR ADVOCATE BROMENN MEDICAL CENTER AS WELL AS FINANCING CERTAIN CAPITAL EXPENDITURES AT OTHER HEALTH CARE FACILITIES OF THE ORGANIZATION. THE MERGED ASSETS INCLUDE BROMENN REGIONAL MEDICAL CENTER, A 221-LICENSED BED ACUTE CARE HOSPITAL LOCATED IN BLOOMINGTON, ILLINOIS AND EUREKA COMMUNITY HOSPITAL, A 25-LICENSED BED GENERAL ACUTE CARE HOSPITAL LOCATED IN EUREKA, ILLINOIS. Purpose of Bond Series 2011 issued 9/21/2011 FORM SCHEDULE K PART I LINE B(F) (PAGE 2) THE PROCEEDS OF THE SERIES 2011A-2, SERIES 2011B, SERIES 2011C AND SERIES 2011D BONDS WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING A NINE STORY AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. Purpose of Bond Series 2011A-1 issued 9/21/2011 FORM SCHEDULE K PART I LINE C(F) (PAGE 2) THE PROCEEDS OF THE SERIES 2011A-1 BONDS WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OF THE ORGANIZATIONS SERIES 1998A AND SERIES 1998B BONDS. Partnership description SCHEDULE K PART III LINE 1 ADVOCATE NORTH SIDE HEALTH NETWORK (ANSHN) IS A PARTNER WITH THE REHAB INSTITUTE OF CHICAGO, A 501(C)(3) ORGANIZATION. THE REHAB INSTITUTE OF CHICAGO LEASES BOND FINANCED PROPERTY FROM ANSHN AND PROVIDES REHABILITATION SERVICES AT ANSHN. Service contracts and research agreements SCHEDULE K PART III LINE 3B AND 3C INTERNAL COUNSEL REVIEWS ALL MANAGEMENT OR SERVICE CONTRACTS AND RESEARCH AGREEMENTS. THEREFORE, THE ORGANIZATION DOES NOT ROUTINELY ENGAGE OUTSIDE BOND COUNSEL TO REVIEW THE CONTRACTS. BOND COUNSEL DOES REVIEW CONTRACTS RELATED TO THE FINANCED PROPERTY DURING DUE DILIGENCE PRIOR TO A BOND TRANSACTION. Private business use percentage SCHEDULE K PART III LINES 4-6 PRIVATE BUSINESS USE PERCENTAGE WAS CALCULATED BASED ON NEW MONEY PORTION OF THE BOND ISSUE ONLY. Form 8038-T SCHEDULE K PART IV LINE 1 NO ARBITRAGE REBATE PAYMENT WAS DUE, THEREFORE AHHC WAS NOT REQUIRED TO FILE FORM 8038-T. Swap Providers SCHEDULE K PART IV LINE 3B ON DECEMBER 28, 2011 THE ORIGINAL SWAP RELATING TO THESE BONDS WITH CITIBANK N.A. WAS SEPARATED INTO TWO TRANCHES AND NOVATED (ASSIGNED TO) TWO SEPARATE SWAP COUNTERPARTIES, WELLS FARGO BANK, N.A. AND PNC BANK, NATIONAL ASSOCIATION. Written Procedures SCHEDULE K PART V THE ORGANIZATION HAD WRITTEN PROCEDURES IN PLACE DURING 2011 TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED. THE WRITTEN PROCEDURES WERE UPDATED IN 2012 TO OUTLINE SPECIFIC SELF-REMEDIATION PROCEDURES, SUCH AS THE VOLUNTARY CLOSING AGREEMENT PROGRAM. ADVOCATE HEALTH CARE NETWORK 2025 WINDSOR DRIVE OAK BROOK IL 60523 362167779 PARENT CORP IL 501(c)(3) 11-III-FI NA false RAINBOW HOSPICE AND PALLIATIVE CARE 1550 BISHOP COURT MOUNT PROSPECT IL 60056 363296367 HOSPICE IL 501(c)(3) 9 AHHC true ADVOCATE CONDELL MEDICAL CENTER 2025 WINDSOR DRIVE OAK BROOK IL 60523 262525968 HEALTH CARE IL 501(c)(3) 3 AHHC true ADVOCATE NORTH SIDE HEALTH NETWORK 2025 WINDSOR DRIVE OAK BROOK IL 60523 363196629 HEALTH CARE IL 501(c)(3) 3 AHHC true ADVOCATE CHARITABLE FOUNDATION 2025 WINDSOR DRIVE OAK BROOK IL 60523 363297360 FUNDRAISING IL 501(c)(3) 7 AHCN false EHS HOME HEATH CARE SERVICE INC 2025 WINDSOR DRIVE OAK BROOK IL 60523 362913108 HOME CARE IL 501(c)(3) 9 AHHC true MERIDIAN HOSPICE 2025 WINDSOR DRIVE OAK BROOK IL 60523 363158667 HOSPICE CARE IL 501(c)(3) 9 EHSHHCS false HISPANO CARE INC 2025 WINDSOR DRIVE OAK BROOK IL 60523 363606486 HEALTH CARE IL 501(c)(3) 9 ANSHN false RAVENSWOOD HEALTH CARE FOUNDATION 4550 N WINCHESTER AVENUE CHICAGO IL 60640 363196628 FUNDRAISING IL 501(c)(3) 11- II NA false MASONIC FAMILY HEALTH FOUNDATION INC 364397387 FUNDRAISING IL 501(c)(3) 11-I MFHS false DREYER MERCY AMBULATORY SURGERY CENTER P 363890298 MEDICAL SERVICES IL NA C CORP ADVOCATE HOME CARE PRODUCTS 2025 WINDSOR DRIVE OAK BROOK IL 60523 363315416 HEALTH SERVICES IL NA C CORP MIDWEST HEART SPECIALISTS LTD 1901 S MEYERS RD SUITE 350 OAKBROOK TERRACE IL 60181 362841923 MEDICAL SERVICES IL AHHC C CORP 0 10034902 1.00000 ADVOCATE HEALTH CENTERS INC 2025 WINDSOR DRIVE OAK BROOK IL 60523 364217291 MEDICAL SERVICES IL NA C CORP EVANGELICAL SERVICES CORPORATION 2025 WINDSOR DRIVE OAK BROOK IL 60523 363208101 MGMT SERVICES IL NA C CORP HIGH TECHNOLOGY INC 2025 WINDSOR DRIVE OAK BROOK IL 60523 363368224 MEDICAL SERVICES IL NA C CORP DREYER CLINIC INC 1877 W DOWNER PLACE AURORA IL 60506 362690329 MEDICAL SERVICES IL NA C CORP BROMENN PHYSICIAN MANAGEMENT CORPORATION 23 LIME TREE BAY AVE GOV SQ BLD 3 GRAND CAYMAN CJ 371313150 MEDICAL SERVICES CJ NA C CORP PARKSIDE CENTER CONDO ASSOCIATION 1775 WEST DEMPSTER STREET PARK RIDGE IL 60068 363452486 PROPERTY MGMT IL NA C CORP 86655 659294 0.85000 CENTER FOR ENDOSCOPY LLC 22285 PEPPER ROAD LAKE BARRINGTON IL 60010 262387298 HEALTH SERVICES IL NA C CORP ADVOCATE INSURANCE SPC 980422925 INSURANCE CJ AHHC C CORP -744881 234969910 1.00000 true false true false false false false false false true true true false false true true true true ADVOCATE NORTH SIDE HEALTH NETWORK A 22500 FMV ADVOCATE CONDELL MEDICAL CENTER A 17028 FMV EHS HOME HEALTH CARE SERVICE INC A 151005 FMV ADVOCATE NORTH SIDE HEALTH NETWORK K 42088509 COST ADVOCATE CONDELL MEDICAL CENTER K 41642695 COST EHS HOME HEALTH CARE SERVICE INC K 1427700 COST ADVOCATE CONDELL MEDICAL CENTER L 2238127 COST EHS HOME HEALTH CARE SERVICE INC L 96360 COST ADVOCATE NORTH SIDE HEALTH NETWORK O 41311153 COST ADVOCATE CONDELL MEDICAL CENTER O 21830532 COST EHS HOME HEALTH CARE SERVICE INC O 948247 COST ADVOCATE NORTH SIDE HEALTH NETWORK P 76661064 COST ADVOCATE CONDELL MEDICAL CENTER P 37723393 COST ADVOCATE INSURANCE SPC P 6429802 COST EHS HOME HEALTH CARE SERVICE INC P 6467291 COST ADVOCATE NORTH SIDE HEALTH NETWORK Q 14043251 COST EHS HOME HEALTH CARE SERVICE INC Q 294402 COST ADVOCATE NORTH SIDE HEALTH NETWORK R 8610770 COST EHS HOME HEALTH CARE SERVICE INC R 63026 COST Rainbow Hospice and Palliative Care P 213250 COST Rainbow Hospice and Palliative Care N 36000 COST