ADVOCATE CHARITABLE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATE CHARITABLE FOUNDATION (EIN 36-3297360)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349302613
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:34:13-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363297360 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % James Doheny | InCareOfName |
| Name Control | ADVO | NameControl |
| Phone | 6305729393 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 Windsor Drive | AddressLine1 |
| City | Oak Brook | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES DOHENY | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128792000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Randy Varju | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 Windsor Drive | AddressLine1 |
| City | Oak Brook | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 78387641 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.advocatehealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 79 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 20972795 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 32021516 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4329258 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4945853 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -650336 | OtherRevenuePriorYear |
| Other Revenue Current Year | -672218 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24651717 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36295151 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22079992 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10211341 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8077243 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7275877 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 510290 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 936162 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10074179 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2580905 | OtherExpensePriorYear |
| Other Expenses Current Year | 2651892 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33248430 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21075272 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -8596713 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15219879 | RevenuesLessExpensesCY |
| Total Assets BOY | 135886051 | TotalAssetsBOY |
| Total Assets EOY | 141065807 | TotalAssetsEOY |
| Total Liabilities BOY | 13967813 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9314903 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 121918238 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 131750904 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO EMBRACE THE MISSION OF ADVOCATE HEALTH CARE [A NOT-FOR-PROFIT FAMILY OF HOSPITALS AND CAREGIVERS], CULTIVATE PHILANTHROPIC PARTNERSHIPS, AND INCREASE CHARITABLE SUPPORT OF ADVOCATE HEALTH CARE'S CLINICAL, EDUCATION AND RESEARCH PROGRAMS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9378800 | Expense |
| Grants | 9211140 | Grants |
| Revenue | 0 | Revenue |
| Description | DONOR GIFTS WERE USED TO SUPPORT CLINICAL PROGRAMS BY REIMBURSING OPERATING EXPENSES AND BY PROVIDING CAPITAL EXPENDITURES FOR EQUIPMENT AND FACILITIES RENOVATON AND CONSTRUCTION. PROGRAMS FOR SPECIAL NEEDS PATIENTS SUPPORTED INCLUDED AN ADULT DOWN SYNDROME CLINIC, DENTAL CARE FOR THE DISABLED, CHILDHOOD SEXUAL TRAUMA THERAPY, OLDER ADULT SERVICES, PEDIATRIC DEVELOPMENT EVALUATIONS AND TREATMENTS, AND NEONATAL BEREAVEMENT COUNSELING. CLINIC PROGRAMS WERE ENHANCED THROUGH CAPITAL PURCHASES SUCH AS EQUIPPING EMERGENCY ROOMS, RENOVATIONS OF SURGICAL SUITES, EXPANSIONS OF CARDIAC AND CANCER CARE CENTER, DIAGNOSTIC IMAGING EQUIPMENT, AND REMODELING OF NEONATAL INTENSIVE CARE UNITS. COMMUNITY OUTREACH PROGRAMS SUPPORTED BY GIFTS INCLUDED SCHOOL-BASED HEALTH CLINICS, DENTAL PROGRAMS FOR SPECIAL NEEDS POPULATIONS, FAITH COMMUNITY PARTNERSHIPS INCLUDING PARISH NURSING, CHILDHOOD IMMUNIZATIONS, CHILD DEVELOPMENT EDUCATION, SAFETY PROGRAMS, PATIENT FAMILY SUPPORT, ADDICTION COUNSELING, HEALTH COMMUNICATION FOR THE DEAF, AND ASTHMA MANAGEMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 335670 | Expense |
| Grants | 329333 | Grants |
| Revenue | 0 | Revenue |
| Description | DONOR GIFTS WERE USED TO SUPPORT: EDUCATION OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS, CONTINUING EDUCATION OF MEDICAL STAFF PHYSICIANS, PASTORAL CARE (HOSPITAL CHAPLAIN) EDUCATION, ADMINISTRATIVE FELLOWSHIPS, ACCREDITATION TRAINING FOR PARAMEDICS, FELLOWSHIPS IN HEALTH CARE ADMINISTRATION, A NURSING RESIDENCY, AND CONTINUING EDUCATION OF ADVOCATE AND COMMUNITY CAREGIVERS ESPECIALLY NURSES AND CLINICAL TECHNICIANS. MEDICAL LIBRARIES AND CLINICAL EDUCATION LEARNING CENTERS WERE ENHANCED BY DONOR GIFTS. THE SYSTEM EDUCATED ABOUT 1,400 MEDICAL STUDENTS, ABOUT 600 MEDICAL RESIDENTS AND FELLOWS, ABOUT 100 PASTORAL CARE STUDENTS, AND MORE THAN 10,000 NURSES AND OTHER CAREGIVERS. SCHOLARSHIPS ARE PROVIDED FOR CONTINUING EDUCATION OF EMPLOYEES AND TO STUDENTS IN HIGH SCHOOL AND COLLEGE INTERESTED IN HEALTH CARE OCCUPATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 669606 | Expense |
| Grants | 656964 | Grants |
| Revenue | 0 | Revenue |
| Description | DONOR GIFTS WERE USED TO SUPPORT CLINICAL RESEARCH IN THE AREAS OF ADULT ONCOLOGY, CARDIOLOGY, ADDICTION MEDICINE, RENAL DISEASE, NEONATAL CARE, EMERGENCY MEDICINE, NURSING CLINICAL PROCEDURES, AND PEDIATRIC ONCOLOGY. OTHER PROGRAM SERVICES FORM 990 PART III LINE 4D SMALL GIFTS ARE MADE TO UNRELATED 501(C)(3) CHARITIES AS MEMORIAL GIFTS FOR DECEASED MEMBERS OF FAMILIES OF DONORS AND ADVOCATE ASSOCIATES. ALSO INCLUDED ARE THE TAX DEDUCTIBLE PORTION OF TICKETS TO EVENTS SPONSORED BY UNRELATED 501(C)(3) CHARITIES WHICH DONATE TO ADVOCATE PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14172 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 13905 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10398248 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 79 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | James Doheny | NamePerson |
| Telephone Number | 6309905155 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 Windsor Drive | AddressLine1 |
| City | Oak Brook | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Randy Varju | ||||||||
| President of ACF, Director | 40.0 | X | X | 244979 | 0 | 43389 | ||
| Ronald Mallicoat Jr | ||||||||
| Chairperson, Director | 1.0 | X | 0 | 0 | 0 | |||
| Sid Bala | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| John Byrnes | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Richard George | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Joseph Giangrasso MD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Terry Graber | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Raj Gupta | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Arthur Hannus | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Darrell Hill | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Warren Hill | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Frank Igleski | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Tarek Karaman MD | ||||||||
| Director | 1.0 | X | 0 | 353057 | 36235 | |||
| William Keyser | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Vince Lovelle | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ed Malysiak | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Andrew McCune | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Vern McGinnis | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Kerry Nelson | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Joseph Nemmers | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Elaine Schmitt | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Teresa Siewert | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Nathaniel Sher | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Vijay Singh | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| James Skogsbergh | ||||||||
| Director | 1.0 | X | 0 | 3316797 | 732783 | |||
| Daniel Sullivan | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Michael Szkatulski | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Susan Templeton | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Douglas Diefenbach | ||||||||
| VP, Campaign Strategy & Comm. | 40.0 | X | 171598 | 0 | 40552 | |||
| Barbara Giloth | ||||||||
| VP, Prog Dev Fnd, Govt & Corp | 40.0 | X | 163258 | 0 | 24789 | |||
| James M Hohner | ||||||||
| VP, Finance | 40.0 | X | 167975 | 0 | 31993 | |||
| Alexander Pope | ||||||||
| Exec Develop Offcr, Operations | 40.0 | X | 210957 | 0 | 38340 | |||
| James Doheny | ||||||||
| Treasurer | 1.0 | X | 0 | 387814 | 54221 | |||
| Gail D Hasbrouck | ||||||||
| Secretary | 1.0 | X | 0 | 977032 | 180561 | |||
| Mary S Matthews | ||||||||
| Assistant Secretary | 1.0 | X | 0 | 223577 | 21885 | |||
| Dominic J Nakis | ||||||||
| Assistant Treasurer | 1.0 | X | 0 | 1461311 | 330850 | |||
| Anedra Kerr | ||||||||
| VP, Development | 40.0 | 167526 | 0 | 22267 | X | |||
| Jo Amick | ||||||||
| VP, Development | 40.0 | 165280 | 0 | 21924 | X | |||
| Robert Barto | ||||||||
| VP, Development | 40.0 | 144480 | 0 | 32739 | X | |||
| Susan Aberholden | ||||||||
| VP, Development | 40.0 | 145612 | 0 | 16569 | X | |||
| Susan Mongillo | ||||||||
| VP, Planned Giving | 40.0 | 130412 | 0 | 25609 | X | |||
| Susan Ell | ||||||||
| President of ACF | 0.0 | 439668 | 0 | 42838 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2151745 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 6719588 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1697544 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | COMMUNITY COUNSELLING SERVICE CO LL | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 Fifth Ave 3rd Floor | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING | DescriptionOfServices |
| Compensation | 125000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 3081782 | FundraisingEvents |
| Related Organizations | 9600000 | RelatedOrganizations |
| Government Grants | 648332 | GovernmentGrants |
| All Other Contributions | 18691402 | AllOtherContributions |
| Noncash Contributions | 761792 | NoncashContributions |
| Total Contributions | 32021516 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3465264 | TotalRevenueColumn |
| Exclusion | $3,465,264 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41808777 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40328188 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1480589 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1480589 | TotalRevenueColumn |
| Exclusion | $1,480,589 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 971715 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3081782 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1671771 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -700056 | TotalRevenueColumn |
| Exclusion | -$700,056 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 120369 | GrossIncomeGaming |
| Gaming Direct Expenses | 92531 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27838 | TotalRevenueColumn |
| Exclusion | $27,838 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36295151 | TotalRevenueColumn |
| Exclusion | $4,273,635 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10211341 | Total |
| Program Services | 10211341 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1137830 | Total |
| Program Services | 89443 | ProgramServices |
| Management And General | 35777 | ManagementAndGeneral |
| Fundraising | 1012610 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4643752 | Total |
| Program Services | 41376 | ProgramServices |
| Management And General | 49973 | ManagementAndGeneral |
| Fundraising | 4552403 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385777 | Total |
| Program Services | 8729 | ProgramServices |
| Management And General | 5721 | ManagementAndGeneral |
| Fundraising | 371327 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726555 | Total |
| Program Services | 16440 | ProgramServices |
| Management And General | 10776 | ManagementAndGeneral |
| Fundraising | 699339 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381963 | Total |
| Program Services | 8643 | ProgramServices |
| Management And General | 5665 | ManagementAndGeneral |
| Fundraising | 367655 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1011 | Total |
| Management And General | 1011 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Management And General | 15000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337 | Total |
| Management And General | 337 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 936162 | Total |
| Fundraising | 936162 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17349 | Total |
| Fundraising | 17349 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363412 | Total |
| Fundraising | 363412 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198365 | Total |
| Fundraising | 198365 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303518 | Total |
| Management And General | 303518 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85945 | Total |
| Fundraising | 85945 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19416 | Total |
| Fundraising | 19416 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206684 | Total |
| Fundraising | 206684 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88520 | Total |
| Management And General | 88520 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11121 | Total |
| Management And General | 11121 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Bad Debt | 657449 | 657449 | ||
| Fundraising Meeting | 330436 | 330436 | ||
| Trn & Dvlpmnt & Org/Hosp Mbrsh | 22276 | 22276 | ||
| Bank Fees | 75426 | 75426 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255627 | Total |
| Fundraising | 255627 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21075272 | Total |
| Program Services | 10398248 | ProgramServices |
| Management And General | 602845 | ManagementAndGeneral |
| Fundraising | 10074179 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31979417 | BOY |
| EOY | 9025393 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5843313 | BOY |
| EOY | 5988930 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159522 | BOY |
| EOY | 126142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2394026 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1585538 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 842471 | BOY |
| EOY | 808488 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77836976 | BOY |
| EOY | 95949068 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1126441 | BOY |
| EOY | 1085338 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18096911 | BOY |
| EOY | 28081448 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135886051 | BOY |
| EOY | 141065807 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1872923 | BOY |
| EOY | 2322021 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12094890 | BOY |
| EOY | 6992882 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13967813 | BOY |
| EOY | 9314903 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19387112 | BOY |
| EOY | 18979170 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73737123 | BOY |
| EOY | 74308434 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28794003 | BOY |
| EOY | 38463300 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121918238 | BOY |
| EOY | 131750904 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135886051 | BOY |
| EOY | 141065807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 15219879 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5387213 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23912598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24070069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20579063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20972795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32021516 | CurrentTaxYear |
| Total | 121556041 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23912598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24070069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20579063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20972795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32021516 | CurrentTaxYear |
| Total | 121556041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 49972555 | AmountsSubstContributorsTotal |
| Public Support Total170 | 71583486 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2523594 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2826459 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3064091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2568721 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3465264 | CurrentTaxYear |
| Total | 14448129 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 136004170 | TotalSupport |
| Gross Receipts From Admissions Etc | 4846411 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.52633 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35626071 | BeginningOfYearBalance |
| Contributions | 722153 | Contributions |
| Investment Earnings Or Losses | -95982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 73262 | GrantsOrScholarships |
| Other Expenditures | 1061222 | OtherExpenditures |
| End Of Year Balance | 35117758 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23662363 | BeginningOfYearBalance |
| Contributions | 9464311 | Contributions |
| Investment Earnings Or Losses | 3652240 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 75423 | GrantsOrScholarships |
| Other Expenditures | 1077420 | OtherExpenditures |
| End Of Year Balance | 35626071 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18441998 | BeginningOfYearBalance |
| Contributions | 734226 | Contributions |
| Investment Earnings Or Losses | 4767007 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 280868 | OtherExpenditures |
| End Of Year Balance | 23662363 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24530495 | BeginningOfYearBalance |
| Contributions | 2027903 | Contributions |
| Investment Earnings Or Losses | -6749067 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 184939 | GrantsOrScholarships |
| Other Expenditures | 1182394 | OtherExpenditures |
| End Of Year Balance | 18441998 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01350 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04270 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 680000 | OtherCostOrOtherBasis |
| Depreciation | 68000 | Depreciation |
| Book Value | 612000 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 348870 | OtherCostOrOtherBasis |
| Depreciation | 236482 | Depreciation |
| Book Value | 112388 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1365156 | OtherCostOrOtherBasis |
| Depreciation | 1281056 | Depreciation |
| Book Value | 84100 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 808488 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 1139161 |
| INTEREST ON EXTERNAL TRUST | 12333000 |
| ESTATE RECEIVABLES | 9921337 |
| OTHER ACCOUNTS RECEIVABLES | 174252 |
| PREPAID EXECUTIVE INSURANCE | 47538 |
| FARMLAND | 4466160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 28081448 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $4,069,002 |
| ANNUITIES AND TRUSTS LIABILITIES | $2,923,780 |
| PENSION PLAN BENEFITS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6992882 | TotalOfAmounts |
| Total Revenue | 36295151 | TotalRevenue |
| Total Expenses | 21075272 | TotalExpenses |
| Excess Or Deficit For Year | 15219879 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5387213 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -5387213 | TotalAdjustments |
| Excess Or Deficit Per FS | 9832666 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1420258 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 1420258 | RevenueSubtotal |
| Other Revenues Not Included | 34874893 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 34874893 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36295151 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11414294 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 11414294 | ExpensesSubtotal |
| Other Expenses Not Included | 9660978 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9660978 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21075272 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D Part V Line 4 | Identifier |
| Explanation | At 12/31/2011, Advocate Charitable Foundation had 63 active endowments. The purpose of each endowment is based either on the program/project beneficiary designated by the lead donor or by a public solicitation for gifts through ACF. Except for older endowments, each endowment's purpose is documented in a Memo of Understanding signed by the site President, the Foundation President, and the lead donor if applicable. All of the endowments are in a single investment portfolio which allocates investment income and related expenses to each endowment based on the endowment's share of the portfolio's investments. A spending policy by the ACF Board defines annual transfers to a spending fund for each endowment based on 4% of each endowment's market value. The endowments are subject to the "Uniform Management of Institutional Funds Act" of the State of Illinois. Schedule D Part XII Line 4b Reconciliation of Revenue per Audited Financial Statements with Revenue per Return Unrestricted/Restricted Investment Income 3,465,264 Unrestricted/Restricted Investment Realized Gain 1,480,589 Gifts in Kind 556,490 Events & Gaming Expenses (3,016,203) Capital Contribution 9,600,000 Unrestricted/Restricted Contributions 22,788,753 ---------- Total 34,874,893 Schedule D Part XIII Line 4b Reconciliation of Expenses per Audited Financial Statements with Expenses per Return Unrestricted Transfers 10,211,341 Bad Debt Expense 657,449 Events & Gaming Expenses (1,764,302) Gifts in Kind 556,490 ---------- Total 9,660,978 | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (9 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| David Goodman 2859 N Hermitge Chica | 2859 N Hermitage | Chicago | IL | 60657 | Auctioneer | false | 19500 | 7500 | 12000 |
| Francine Friedman Assc 1560 N Clar | 1560 N Clark 4210 | Chicago | IL | 60610 | Consulting | false | 0 | 19200 | -19200 |
| The Shelter Co 10435 New Yk Des Mo | 10435 New York | Des Moines | IA | 50322 | Plan Gift News Letter | false | 0 | 31826 | -31826 |
| DR2 LLC 8205 Chivalry Annandale VA | 8205 Chivalry | Annandale | VA | 22003 | Mailings | false | 368350 | 16950 | 351400 |
| Jasculca Terman Assc 730 N Frankl | 730 N Franklin 510 | Chicago | IL | 60654 | Some Events | false | 2511032 | 56994 | 2454038 |
| Copley Raff 233 Needham Newton MA | 233 Needham 300 | Newton | MA | 02464 | Mailings | false | 368350 | 234765 | 133585 |
| COMMUNITY COUNSELING Svcs 461 Fifth | 461 Fifth Ave 5th Fl | New York | NY | 10017 | Capacity | false | 0 | 125000 | -125000 |
| Alford Group 1603 Orrington Evanst | 1603 Orrington | Evanston | IL | 60201 | Feasibility | false | 0 | 28600 | -28600 |
| Alford Grp Christ Med Ctr 1603 Orri | 1603 Orrington | Evanston | IL | 60201 | Feasibility | false | 3929388 | 72609 | 3856779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 7196620 | TotalGrossReceipts |
| Total Retained By Contractors | 593444 | TotalRetainedByContractors |
| Total Net To Organization | 6603176 | TotalNetToOrganization |
| Licensed States | IL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Christ Gala | NameOfEvent1 |
| Gross Receipts Event1 | 856865 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 644285 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 212580 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 18941 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 20227 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 184419 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 10400 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 139997 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Luth Gen Gala | NameOfEvent2 |
| Gross Receipts Event2 | 457571 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 329484 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 128087 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 2046 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 1590 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 106915 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 10050 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 66313 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 28 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 2672194 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2041146 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 631048 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 14851 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 40474 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 437825 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 181413 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 436310 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3986630 | GrossReceiptsTotal |
| Charitable Contributions Total | 3014915 | CharitableContributionsTotal |
| Gross Revenue Total Events | 971715 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 35838 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 62291 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 729159 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 201863 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 642620 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1671771 | DirectExpenseSummaryEvents |
| Net Income Summary | -700056 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 120369 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 25463 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 64424 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 2644 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.15000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 120369 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 25463 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 64424 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 2644 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 92531 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 27838 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.05000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.95000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | James Hohner VP Finance ACF | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 West Touhy Avenue 225 | AddressLine1 |
| City | Park Ridge | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | ACF Events Team Staff Members | GamingManagerNamePerson |
| Gaming Manager Services Provided | Counting Receipts, Supervise Volunteers & staff | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | false | CharitableDistribRequired |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | SCHEDULE G Part I | ReturnReference |
| Explanation | No vendors are paid a percentage of donations generated, but are reimbursed for their professional services and related expenses (e.g., postage and printing) through invoices. All donations generated are sent directly by the donor to the charity and are retained in full by the charity. Payments for professional services and expenses are separately identified in contracts and billed invoices. Depending on the specific mail appeal, other vendors may provide graphic design, printing, or mailing services. Reminders for promised payments are sent to the donor by the charity and those payments go directly to the charity. No phone appeals have been made since 2010. Mail appeals and events are important sources of new donors and the cost to attract a new donor can be substantial. The events planning consultant works with staff and volunteer gala committees to create the event theme, identify venues, plan the menu, and help implement the event. All decisions are made by the charity's staff. FUNDRAISING EVENTS SCHEDULE G PART II THE CHARITY WAS THE SPONSOR OF 7 GOLF EVENTS, 9 DINNER DANCES, 2 WALKS/RUNS, AND 16 OTHER EVENTS (CONCERTS, THEATRE, SPORTS, LUNCHEONS, FASHION SHOW, AND A SANTA BREAKFAST). THE EXCLUSION OF EVENT CONTRIBUTIONS FROM SCHEDULE G UNDERSTATES THE PROFITABILITY OF EVENTS. THE NET INCOME FROM EVENTS (SCHEDULE G, PART II, LINE 11 AS WELL AS FORM 990 PART VIII LINE 8C) SHOWS A LOSS OF $700,056, HOWEVER THAT EXCLUDES $3,014,915 OF RELATED DONATIONS (FORM 990 PART VIII LINE 1C). EVENTS REVENUES FOR SCHEDULE G REPRESENT ONLY THAT PORTION FOR WHICH THE DONOR RECEIVES VALUE (COST OF AUCTION ITEM AND MARKET VALUE FOR FOOD/ENTERTAINMENT RECEIVED). REVENUES FROM DONATED GIFTS-IN-KIND FOR USE IN AUCTIONS ARE ALSO EXCLUDED FROM SCHEDULE G PART II LINE 11, BUT THE RELATED EXPENSES FOR USE OF THOSE AUCTION "PRIZES" ARE INCLUDED. ALSO INCLUDED AS EXPENSES FOR SCHEDULE G ARE EXPENSE ITEMS NOT "OF VALUE" TO THE DONOR (E.G. INVITATIONS PRINTING/POSTAGE AND TENTS FOR CATERERS) WHICH HAVE TO BE COVERED BY THE DONATIONS TO THE EVENT EXCLUDED FROM SCHEDULE G. THE CHARITY REPORTS THE TAX DEDUCTIBLE AMOUNTS FOR TICKETS AND AUCTION PURCHASES AS REQUIRED BY THE IRS. GAMING FORM 990 SCHEDULE G PART III GAMING BY THE CHARITY CONSISTED OF ONLY RAFFLE TICKETS WHICH ARE SOLD AT EVENTS OR SOLD AT SITES OF CARE FOR SPECIFIC PROGRAMS. MANY RAFFLES PROVIDE THE WINNER WITH 50% OF THE GROSS PROCEEDS. OTHER RAFFLES GIVE PRIZES DONATED AS GIFTS IN KIND (GIK) BY BUSINESSES AND INDIVIDUALS. THE EXCLUSIONS OF REVENUES FROM GIK FOR RAFFLE PRIZES FROM SCHEDULE G UNDERSTATES THE PROFITABILITY OF RAFFLE EVENTS AS GIK REVENUES ARE EXCLUDED. RAFFLE REVENUES ARE REPORTED TO DONORS AS NON-TAX-DEDUCTIBLE GIFTS FOLLOWING IRS RECEIPTING REQUIREMENTS. THE CHARITY REPORTS WINNERS TO THE IRS AND WITHHOLDS WINNINGS AS REQUIRED AND DOES NOT MAIL RAFFLE TICKETS OR ORDER FORMS AS SUCH USE OF THE U.S. MAIL IS PROHIBITED BY FEDERAL LAW. RAFFLE LICENSES ARE OBTAINED AS REQUIRED BY STATE AND LOCAL LAWS. GAMING STAFF FORM 990 SCHEDULE G PART III (GAMING) LINE 16 THE STAFF RESPONSIBLE FOR GAMING MANAGER FUNCTION HAS NO PART OF THEIR COMPENSATION SPECIFICALLY IDENTIFIED FOR SUCH ACTIVITIES. FOR ANY PARTICULAR STAFF MEMBER, THEIR DUTIES WOULD BE AT MOST ONE TO TWO HOURS PER YEAR. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Advocate Health & Hospitals Corp | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362169147 | 501(c)3 | 6993252 | FMV | Clinical & General Support |
| Advocate Health & Hospitals Corp | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362169147 | 501(c)3 | 328533 | FMV | Medical Research |
| Advocate Health & Hospitals Corp | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362169147 | 501(c)3 | 495194 | FMV | Scholarships & Education |
| Advocate North Side Health Network | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363196629 | 501(c)3 | 1925113 | FMV | Clinical & General Support |
| Advocate North Side Health Network | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363196629 | 501(c)3 | 162570 | FMV | Scholar. & Educ. |
| Advocate Condell Medical Center | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 262525968 | 501(c)3 | 91410 | FMV | Clinical & General Support |
| Hispano Care Inc | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363606486 | 501(c)3 | 88000 | FMV | Clinical & General Support |
| EHS Home Health Care Services Inc | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362913108 | 501(c)3 | 34159 | FMV | Clinical & General Support |
| Meridian Hospice | ||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363158667 | 501(c)3 | 79206 | FMV | Clinical & General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I | Identifier |
| Return Reference | Monitoring Use of Funds | ReturnReference |
| Explanation | The donor determines both the hospital and the program which benefit from the gift and ACF serves as the philanthropic agent for gifts until used for the donors' purposes. The Fund Administrator (appointed by the site's chief executive) and ACF have a joint fiduciary responsibility to use all gifts consistent with the donors' intent. The Fund administrators approve transfers from restricted funds. They are provided with monthly accounting reports showing each fund's assets, liabilities, new gifts and transfers out. Any transfer from a restricted fund of $5,000 or more must have an approval from an ACF Vice President verifying that the use is consistent with donors' intent. Restricted gifts are deposited directly to ACF's separate bank account for accounting within an appropriate restricted fund from the time of receipt. Within a few days of deposit of each gift, for all gifts of $5 or more the donor receives a letter from ACF with the amount of the gift and the name of the restricted fund for the gift, including the name of the related hospital. No payment is made directly from a restricted fund and all purchases have to be made through Advocate Health Care's accounts payable staff subject to system policies and internal controls. Operating expenses are charged to a hospital department and are subject to review through the monthly accounting reports. No compensation is paid to an Advocate employee except through the payroll system. Capital expenditures are reviewed and controlled by the site VP/Director of Finance. Transfers are reviewed for appropriate use. Internal Audit periodically conducts internal control audits of the gifts processing and fund accounting processes. Copies of the fund transfer requests and related documentation are retained in an imaging system. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Randy Varju | |||||||||||||
| 197100 | 0 | 33967 | 0 | 13912 | 0 | 22088 | 0 | 21301 | 0 | 288368 | 0 | 33967 | 0 |
| Tarek Karaman MD | |||||||||||||
| 0 | 266747 | 0 | 64842 | 0 | 21468 | 0 | 22834 | 0 | 13401 | 0 | 389292 | 0 | 0 |
| James Skogsbergh | |||||||||||||
| 0 | 1084469 | 0 | 1468800 | 0 | 763528 | 0 | 705508 | 0 | 27275 | 0 | 4049580 | 0 | 1468800 |
| Douglas Diefenbach | |||||||||||||
| 151544 | 0 | 28002 | 0 | -7948 | 0 | 16139 | 0 | 24413 | 0 | 212150 | 0 | 28002 | 0 |
| Barbara Giloth | |||||||||||||
| 140480 | 0 | 23353 | 0 | -575 | 0 | 14568 | 0 | 10221 | 0 | 188047 | 0 | 23353 | 0 |
| James M Hohner | |||||||||||||
| 146621 | 0 | 19012 | 0 | 2342 | 0 | 15305 | 0 | 16688 | 0 | 199968 | 0 | 19012 | 0 |
| Alexander Pope | |||||||||||||
| 173217 | 0 | 30920 | 0 | 6820 | 0 | 12939 | 0 | 25401 | 0 | 249297 | 0 | 30920 | 0 |
| James Doheny | |||||||||||||
| 0 | 259468 | 0 | 96395 | 0 | 31951 | 0 | 22684 | 0 | 31537 | 0 | 442035 | 0 | 96395 |
| Gail D Hasbrouck | |||||||||||||
| 0 | 407538 | 0 | 321971 | 0 | 247523 | 0 | 159100 | 0 | 21461 | 0 | 1157593 | 0 | 321971 |
| Mary S Matthews | |||||||||||||
| 0 | 168402 | 0 | 37773 | 0 | 17402 | 0 | 19134 | 0 | 2751 | 0 | 245462 | 0 | 37773 |
| Dominic J Nakis | |||||||||||||
| 0 | 506013 | 0 | 631487 | 0 | 323811 | 0 | 308168 | 0 | 22682 | 0 | 1792161 | 0 | 631487 |
| Anedra Kerr | |||||||||||||
| 140959 | 0 | 26894 | 0 | -327 | 0 | 15077 | 0 | 7190 | 0 | 189793 | 0 | 26894 | 0 |
| Jo Amick | |||||||||||||
| 141163 | 0 | 25487 | 0 | -1370 | 0 | 14850 | 0 | 7074 | 0 | 187204 | 0 | 25487 | 0 |
| Robert Barto | |||||||||||||
| 128579 | 0 | 21576 | 0 | -5675 | 0 | 13200 | 0 | 19539 | 0 | 177219 | 0 | 0 | 0 |
| Susan Aberholden | |||||||||||||
| 127326 | 0 | 16760 | 0 | 1526 | 0 | 16528 | 0 | 41 | 0 | 162181 | 0 | 0 | 0 |
| Susan Mongillo | |||||||||||||
| 122593 | 0 | 12775 | 0 | -4956 | 0 | 4061 | 0 | 21548 | 0 | 156021 | 0 | 0 | 0 |
| Susan Ell | |||||||||||||
| 71586 | 0 | 111338 | 0 | 256744 | 0 | 20614 | 0 | 22224 | 0 | 482506 | 0 | 283146 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | PART I LINE 4A SEVERANCE PAYMENTS SUSAN ELL, FORMER PRESIDENT OF ADVOCATE CHARITABLE FOUNDATION TERMINATED HER EMPLOYMENT WITH ACF IN 2010 AND RECEIVED SEVERANCE OF $171,808 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 GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATE SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: JAMES SKOGSBERGH, DOMINIC NAKIS AND GAIL HASBROUCK. 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Evangelical Service Corporation | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Shared Board Member | Relationship |
| Amount Of Transaction | 7310663 | AmountOfTransaction |
| Description Of Transaction | Payroll Reimbursement | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 96535 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 10 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | other | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 36254 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | other | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 205303 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11116 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | other | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Other (Gift Certificate) | 158 | 18495 | cost or sale price |
| X | Other (Event Support) | 723 | 338950 | cost or sale price |
| X | Other (Equipment) | 10 | 55129 | other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 9 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ART-WORKS OF ART | Identifier |
| Return Reference | SCHEDULE M PART I LINE 1 | ReturnReference |
| Explanation | ART WORKS OF SIGNIFICANT VALUE HAVE INDEPENDENT APPRAISALS. BOOKS AND PUBLICATIONS SCHEDULE M PART I LINE 4 INCLUDES USED BOOKS. CLOTHING AND HOUSEHOLD GOODS SCHEDULE M PART I LINE 5 MISCELLANEOUS SMALL GIFTS FOR HOSPITAL PROGRAMS INCLUDING TOYS, GAMES, BAKERY GOODS, CLOTHING, LINEN GOODS, AND APPLIANCES. SECURITIES-PUBLICLY TRADED SCHEDULE M PART I LINES 9 & 32B THE CHARITY HAD A BROKERAGE ACCOUNT WITH THE NORTHERN TRUST COMPANY. AS SOON AS A GIFT OF SECURITES IS CONFIRMED, THE BROKERAGE ACCOUNT IS INSTRUCTED TO SELL THE SECURITY. GIFTS OF MUTUAL FUND SHARES ARE TRANSFERRED BY THE MUTUAL FUND COMPANY FROM A DONOR'S ACCOUNT TO AN ACCOUNT OWNED BY THE CHARITY. EXCEPT FOR IMMATERIAL AMOUNTS, ALL CASH IS TRANSFERRED MONTHLY FROM THE BROKERAGE ACCOUNT TO THE CHARITY. COLLECTIBLES SCHEDULE M PART I LINE 18 INCLUDES BEANIE BABIES. ALL ITEMS ARE SOLD OR DISTRIBUTED TO PATIENT FAMILIES. OTHER (GIFT CERTIFICATES) SCHEDULE M PART I LINE 25 GIFT CERTIFICATES WERE FOR RESTAURANTS, SPORTING EVENTS, PERSONAL SERVICES, AND RETAIL STORES. OTHER (EVENT SUPPORT) SCHEDULE M PART I LINE 26 EVENT SUPPORT INCLUDES DONATED GRAPHIC SERVICES AND CATERING FOR SOLICITATION AND STEWARDSHIP EVENTS. OTHER (EQUIPMENT) SCHEDULE M PART I LINE 27 EQUIPMENT INCLUDED FURNITURE, APPLIANCES, COMPUTERS AND A POWERED WHEELCHAIR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (18 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPOSITION OF ADVOCATE HEALTH CARE | FORM 990 PART I LINE 1 | ADVOCATE CHARITABLE FOUNDATION RAISES FUNDS FOR ADVOCATE HEALTH CARE. THE DONOR DETERMINES BOTH PROGRAM AND HOSPITAL WHICH BENEFIT FROM THE GIFT. THE FOUNDATION SERVES AS THE FIDUCIARY AGENT FOR THE GIFTS UNTIL USED FOR THE DONOR'S PURPOSE. ACF WILL USE 100% OF ALL DONATIONS FOR DONOR'S INTENDED PURPOSES AND PROGRAMS. ADVOCATE HEALTH CARE CONSISTS OF: ADVOCATE HEALTH & HOSPITALS CORPORATION (INCLUDING ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE GOOD SAMARITAN HOSPITAL, ADVOCATE GOOD SHEPHERD HOSPITAL, ADVOCATE LUTHERAN GENERAL HOSPITAL, ADVOCATE SOUTH SUBURBAN HOSPITAL, ADVOCATE TRINITY HOSPITAL, ADVOCATE BROMENN MEDICAL CENTER, ADVOCATE EUREKA HOSPITAL, AND ADVOCATE MEDICAL GROUP), ADVOCATE NORTH SIDE HEALTH NETWORK, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE HOME HEALTH SERVICES, ADVOCATE HOSPICE, HISPANO CARE, AND VARIOUS SYSTEM-WIDE PROGRAMS. |
| FUNDRAISING EXPENSES INCURRED BY ACF AND REIMBURSED BY AHCN | FORM 990 PART I LINE 16B | AS ADVOCATE CHARITABLE FOUNDATION INCURS ITS EXPENSES TO RAISE BOTH PHILANTHROPIC AND OTHER FUNDING FOR THE ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, AND AS ADVOCATE HEALTH CARE NETWORK HAS EITHER PAID FOR THESE EXPENSES DIRECTLY OR INDIRECTLY THROUGH REIMBURSEMENTS TO ADVOCATE CHARITABLE FOUNDATION IN THE PAST, IT IS ANTICIPATED THAT THE ADVOCATE CHARITABLE FOUNDATION WILL BE REIMBURSED BY THESE ORGANIZATIONS FOR THE MANAGEMENT AND GENERAL FUNDRAISING EXPENSES IN THE FUTURE. |
| DISCRETIONARY COMMITTEE | FORM 990 PART VI SECTION A LINE 1A | THE PRESIDENT OF ACF IS A MEMBER OF THE BOARD OF DIRECTORS, BUT DOES NOT HAVE A VOTE. THE BYLAWS PROVIDE FOR DISCRETIONARY COMMITTEE FORMATION, BUT DO NOT SPECIFICALLY IDENTIFY AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD. NO SUCH EXECUTIVE COMMITTEE HELD AUTHORITY AT ANY TIME DURING 2011. |
| BUSINESS RELATIIONSHIPS | FORM 990 PART VI LINE 2 | AS 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 GAIL HASBROUCK AND JAMES DOHENY ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. |
| BYLAWS | FORM 990 PART VI LINE 6 | BYLAWS PROVIDE FOR CORPORATE MEMBERS. |
| ADVOCATE HEALTH CARE NETWORK IS PARENT CORPORATION | FORM 990 PART VI LINE 7A | UNDER ITS BYLAWS, ADVOCATE CHARITABLE FOUNDATION HAS ADVOCATE HEALTH CARE NETWORK, A 501(C)(3) ILLINOIS CHARITY, AS ITS "SOLE MEMBER". ADVOCATE HEALTH CARE NETWORK IS THE ULTIMATE PARENT CORPORATION FOR THE NOT-FOR-PROFIT CORPORATIONS OF ADVOCATE HEALTH CARE INCLUDING THE FOUNDATION. AHCN HAS RESERVE POWERS OVER ACF FORM 990 PART VI LINE 7B THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPROVAL OF ENACTMENTS/AMENDMENTS OF BYLAWS; APPROVAL OF MISSION STATEMENTS AND THEIR AMENDMENTS; APPOINTMENTS TO THE FOUNDATION BOARD INCLUDING DESIGNATION OF OFFICERS WHO ARE EX OFFICIO; REMOVAL OF MEMBERS OF THE FOUNDATION BOARD; APPOINTMENT OF THE CHAIR OF THE FOUNDATION BOARD; APPOINTMENT OF THE PRESIDENT OF THE FOUNDATION; APPROVAL, BEFORE IT BECOMES EFFECTIVE, OF ANY CESSATION OF OPERATIONS OF THE FOUNDATION; APPROVAL OF ALL OPERATING AND CAPITAL BUDGETS OF THE FOUNDATION; AND APPROVAL OF ANY CHANGES TO THE GOALS AND PROGRAMMATIC OBJECTIVES OF THE FOUNDATION. |
| REVIEW OF FORM 990 | FORM 990 PART VI SECTION B LINE 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, AND ADVOCATES OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. THE ORGANIZATIONS TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATIONS BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. |
| CONFLICT OF INTEREST DISCLOSURE | FORM 990 PART VI SECTION B LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS "INTERESTED PERSONS"). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT. |
| EXECUTIVE COMPENSATION STRATEGY | FORM 990 PART VI SECTION B LINES 15 A & B | EXECUTIVE COMPENSATION AT ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND ALL EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPARISONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, LINKAGE OF EXECUTIVE PAY TO PERFORMANCE IS ARTICULATED AND HOW THIS RELATIONSHIP IS TO BE MAINTAINED IS OUTLINED. TO SUPPORT AND IMPLEMENT THE COMPENSATION STRATEGY, FIVE BASIC ELEMENTS ARE UTILIZED. THESE ELEMENTS ARE: - A SOLID, RELIABLE AND TESTED JOB EVALUATION METHODOLOGY; - ACCURATE, QUALITY AND RELEVANT COMPENSATION SURVEY INFORMATION; - A CONSISTENT ANNUAL PROCESS FOR UPDATING THE COMPENSATION LEVELS; - AN ACTIVE BOARD REVIEW PROCESS INCLUDING REVIEW BY A COMPENSATION COMMITTEE THAT ENSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ON-GOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE, EXTERNAL REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS. |
| AVAILABILITY TO THE PUBLIC | FORM 990 PART VI SECTION C LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC) EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS) THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| CURRENT EMPLOYEES RESPONSIBLE FOR ACF | FORM 990 PART VII SECTION A LINE 1A | THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF ADVOCATE HEALTH & HOSPITALS CORPORATION AND GENERALLY WORK 40 HOURS PER WEEK. APPROXIMATELY 5 HOURS OF THEIR REGULAR WORK WEEK ARE SPENT PROVIDING SERVICES TO RELATED ORGANIZATIONS: JAMES SKOGSBERGH, JAMES DOHENY, GAIL D. HASBROUCK, MARY S. MATTHEWS, DOMINIC J. NAKIS. |
| GOVERNMENT GRANTS | FORM 990 PART VIII LINE 1E | THE ADVOCATE CHARITABLE FOUNDATION ENDEAVORS TO RAISE PHILANTHROPIC FUNDS FOR THE USE OF ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, THE RESULTS OF WHICH ARE RECORDED AS DIRECT PUBLIC SUPPORT IN PART VIII LINES 1A TO 1H OF THE ADVOCATE CHARITABLE FOUNDATION FORM 990. THE ADVOCATE CHARITABLE FOUNDATION ALSO PARTICIPATES IN SOURCING AND WRITING GRANT PROPOSALS TO GOVERNMENT ENTITIES FOR ADVOCATE HEALTH CARE NETWORK AND ITS NOT-FOR-PROFIT SUBSIDIARIES, THE RESULTS OF WHICH ARE RECORDED AS DIRECT PUBLIC SUPPORT IN PART VIII LINE 1E ON THE FORM 990 OF THE NOT-FOR-PROFIT SUBSIDIARY WHICH WAS GRANTED THE AWARD. |
| GRANTS AND OTHER ASSISTANCE | FORM 990 PART IX LINE 1 | GRANTS AND OTHER ASSISTANCE INCLUDE A) USE OF RESTRICTED GIFTS, B) RECEIPTS OF UNRESTRICTED GIFTS, AND C) INVESTMENT INCOME ON RESTRICTED AND UNRESTRICTED FUNDS TRANSFERRED TO THE BENEFICIARY CHARITIES. ADVOCATE HEALTH AND HOSPITALS CORPORATION INCLUDES EIGHT HOSPITALS AND A NUMBER OF SYSTEM-WIDE COMMUNITY HEALTH PROGRAMS. SEE PART III OF THE AHHC FORM 990 AND THE RELATED NARRATIVE FOR MORE INFORMATION ON USES OF GIFTS. |
| ALLOCATION OF FOUNDATION STAFF SALARIES AND BENEFITS | FORM 990 PART IX LINES 5 & 10 | SOME FOUNDATION STAFF ASSIST ADVOCATE AND ITS PROGRAMS IN THE USE OF RESTRICTED GIFTS. A PORTION OF THEIR SALARIES AND BENEFITS (LINES 5 AND 10) ARE ALLOCATED TO PROGRAM SERVICE EXPENSES. SIMILARLY, SOME FOUNDATION STAFF ASSIST ADVOCATE IN THE ACCOUNTING AND INVESTMENT MANAGEMENT OF FUNDS HELD BY THE FOUNDATION FOR THE BENEFIT OF ADVOCATE'S PROGRAMS. A PORTION OF THEIR SALARIES AND BENEFITS (LINES 5 AND 10) ARE ALLOCATED TO MANAGEMENT AND GENERAL EXPENSES. |
| ALLOCATION OF EXPENSES | FORM 990 PART IX LINE 11B | THE SCHEDULE FOLLOWS THE PAST PRACTICE OF CONSIDERING CERTAIN TYPES OF EXPENSES AS MANAGEMENT AND GENERAL EXPENSES (LINE 11B LEGAL, LINE 13 OFFICE (BANK FEES), LINE 16 OCCUPANCY, LINE 19 CONFERENCE, LINE 22 DEPRECIATION, BUT AS THE FOUNDATION'S PRIMARY ROLE IS AS A FUNDRAISING ORGANIZATION, ALL OF THOSE EXPENSES WERE MADE IN FURTHERANCE OF FUNDRAISING. LEGAL EXPENSES WERE ALL RELATED TO STRUCTURING AND REVIEWING COMPLEX TRUST/ESTATE GIFTS. |
| TOTAL FUNCTIONAL EXPENSES | FORM 990 PART IX LINE 25 | THE FOUNDATION'S MANAGEMENT, GENERAL, AND FUND-RAISING EXPENSES ARE REIMBURSED BY ADVOCATE HEALTH CARE. THIS ALLOWS 100% OF EVERY CONTRIBUTION TO BE USED FOR THE PURPOSE SPECIFIED BY THE DONOR. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990 PART XI LINE 5 | Net unrealized gains (losses) on investments $(5,387,213) |
| US ORGANIZATION WITH FORM 5471 CATEGORY 5 FILING REQUIREMENT | DISCLOSURE STATEMENT RELATED TO FORMS 5471, INFORMATION RETURN OF U.S. PERSON WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, FILED ON BEHALF OF THE TAXPAYER UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. ADVOCATE HEALTH & HOSPITALS CORPORATION 2025 WINDSOR DRIVE OAK BROOK, IL 60523 EIN 36-2169147 U.S. RETURN FILED AT IRS CENTER IN OGDEN, UT ADVOCATE CONDELL MEDICAL CENTER 2025 WINDSOR DRIVE OAK BROOK, IL 60523 EIN 26-2525968 U.S. RETURN FILED AT IRS CENTER IN OGDEN, UT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Advocate Health Care Network | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362167779 | Parent Corp | IL | 501(c)(3) | 11-III-FI | NA | false |
| Advocate North Side Health Network | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363196629 | Health Care | IL | 501(c)(3) | 3 | AHHC | false |
| Advocate Health & Hospitals Corporation | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362169147 | Health Care | IL | 501(c)(3) | 3 | AHCN | true |
| EHS Home Health Care Service Inc | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 362913108 | Home Care | IL | 501(c)(3) | 9 | AHHC | false |
| Meridian Hospice | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363158667 | Hospice Care | IL | 501(c)(3) | 9 | EHSHHCS | false |
| Ravenswood Health Care Foundation | ||||||||||
| 4550 N Winchester Avenue | Chicago | IL | 60640 | 363196628 | Fundraising | IL | 501(c)(3) | 11-II | NA | false |
| Hispano Care Inc | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 363606486 | Health Care | IL | 501(c)(3) | 9 | ANSHN | false |
| Masonic Family Health Foundation Inc | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 364397387 | Fundraising | IL | 501(c)(3) | 11-I | MFHS | false |
| Advocate Condell Medical Center | ||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 262525968 | Health Care | IL | 501(c)(3) | 3 | AHHC | false |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dreyer Mercy Ambulatory Surgery Center | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 N Highland Av | AddressLine1 |
| City | Aurora | City |
| State | IL | State |
| ZIP Code | 60506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363890298 | EIN |
| Primary Activity | Medical Services | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | C CORP | PredominantIncomeType |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 Rd350 | Oakbrook Terrace | IL | 60181 | 362841923 | Medical Services | IL | NA | C Corp | ||||
| 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 | ||||||||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | 371313150 | Medical Services | IL | NA | C CORP | ||||
| Parkside Center Condo Association | ||||||||||||
| 1775 West Dempster Street | Park Ridge | IL | 60068 | 363452486 | Property Mgmt | IL | NA | C Corp | ||||
| Center for Endoscopy LLC | ||||||||||||
| 22285 Pepper Road | Lake Barrington | IL | 60010 | 262387298 | Health Services | IL | NA | C Corp | ||||
| Advocate Insurance SPC | ||||||||||||
| 980422925 | Insurance | NA | C Corp | 23 Lime St Bay Ave Gov Sq Bld 3 | Grand Cayman | CJ | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advocate Health Care Network | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | 1-C | TransactionType |
| Amount Involved | 9600000 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |