2023-11-14T10:45:07-06:00 2022-12-31 990EZ 2022-05-09 884157429 ADVOCATE HEALTH INC ADVO 4142991862 1000 BLYTHE BOULEVARD CHARLOTTE NC 28203 BRADLEY A CLARK INTERIM CFO 4142991862 2023-11-13 BRADLEY CLARK 999009999 0 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X X N/A X X 0 0 0 0 0 0 0 0 0 0 0 0 0 X ADVOCATE HEALTH WILL SUPERVISE AND MANAGE AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM THAT IS STEEPED IN INNOVATION AND POISED TO RESHAPE THE DELIVERY OF HEALTHCARE AND ACHIEVE THE HIGHEST AND SAFEST OUTCOMES IN THE COMMUNITIES IT SERVES. THE ORGANIZATION WAS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF, AND SUPPORT A COMBINED ENTERPRISE OF MULTIPLE HEALTH SYSTEMS AND TAX-EXEMPT ORGANIZATIONS, INCLUDING THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY, A HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, AND OTHER TAX-EXEMPT ORGANIZATIONS AFFILIATED WITH ATRIUM HEALTH (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT ORGANIZATIONS AND ONE NORTH CAROLINA HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND ALABAMA) AND ADVOCATE AURORA HEALTH (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT AND TAXABLE ORGANIZATIONS LOCATED IN WISCONSIN AND ILLINOIS).ADVOCATE HEALTH WILL BE AN INTEGRAL PART OF ITS SUPPORTED ORGANIZATIONS AND INTENDS TO PROVIDE THROUGH ITS SUPPORTED ORGANIZATIONS SIGNIFICANT COMMUNITY BENEFIT IN THE FOLLOWING KEY AREAS:- CLINICAL PRE-EMINENCE AND SAFETY;- HEALTH EQUITY;- AFFORDABILITY;- NEXT-GENERATION WORKFORCE;- LEARNING AND DISCOVERY; AND- ENVIRONMENTAL SUSTAINABILITY.THE SYSTEM WILL SERVE 5.5 MILLION PATIENTS AND OPERATE 67 HOSPITALS AND MORE THAN 1,000 SITES OF CARE ACROSS ILLINOIS, WISCONSIN, NORTH CAROLINA, SOUTH CAROLINA, GEORGIA AND ALABAMA.CHARITABLE ACTIVITIES. 0 0 0 THOMAS NELSON CHAIR 1.00 0 0 0 MICHELE B RICHARDSON CHAIR ELECT 1.00 0 0 0 JOANNE B BAUER DIRECTOR 1.00 0 0 0 THOMAS M BOLGER DIRECTOR 1.00 0 0 0 WILLIAM C CANNON JR DIRECTOR 1.00 0 0 0 GRACIE P COLEMAN DIRECTOR 1.00 0 0 0 LYNN CRUMP-CAINE DIRECTOR 1.00 0 0 0 JOHN W DANIELS JR DIRECTOR 1.00 0 0 0 PAMELA S LEWIS DAVIES PHD DIRECTOR 1.00 0 0 0 JOANNE M DISCH PHD DIRECTOR 1.00 0 0 0 DONALD E FLOW DIRECTOR 1.00 0 0 0 MARK M HARRIS DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RACHEL HALVERSON 750 W VIRGINIA STREET MILWAUKEE WI 53204 4142991862 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 36 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 560529945 6 1 0 0 NORTH CAROLINA BAPTIST HOSPITAL 560552787 3 1 0 0 WAKE FOREST UNIVERSITY HEALTH SCIENCES 223849199 2 1 0 0 AHSNF INC 842727303 3 1 0 0 AH GEORGIA INC 831707383 10 1 0 0 FLOYD HEALTHCARE MANAGEMENT INC 581973570 3 1 0 0 ATRIUM HEALTH FOUNDATION 566060481 7 1 0 0 THE MEDICAL CENTER OF CENTRAL GEORGIA INC 582149128 3 1 0 0 THE MEDICAL CENTER OF PEACH COUNTY INC 453765471 3 1 0 0 NAVICENT HEALTH BALDWIN INC 823914925 3 1 0 0 HEALTH SERVICES OF CENTRAL GEORGIA INC 582307485 3 1 0 0 POLK MEDICAL CENTER INC 453957368 3 1 0 0 ADVOCATE HEALTH AND HOSPITALS CORPORATION 362169147 3 1 0 0 EHS HOME HEALTH SERVICES INC 362913108 10 1 0 0 ADVOCATE CHARITABLE FOUNDATION 363297360 7 1 0 0 ADVOCATE NORTH SIDE HEALTH NETWORK 363196629 3 1 0 0 MERIDIAN HOSPICE 363158667 10 1 0 0 ADVOCATE CONDELL MEDICAL CENTER 262525968 3 1 0 0 ADVOCATE SHERMAN HOSPITAL 362167920 3 1 0 0 VISITING NURSE ASSOCIATION OF WISCONSIN INC 390806180 7 1 0 0 AURORA UW ACADEMIC MEDICAL GROUP INC 391136738 10 1 0 0 AURORA HEALTH CARE METRO INC 390806181 3 1 0 0 AURORA HEALTH CARE SOUTHERN LAKES INC 390806347 3 1 0 0 AURORA HEALTH CARE CENTRAL INC 390930748 3 1 0 0 AURORA PSYCHIATRIC HOSPITAL INC 390872192 3 1 0 0 AURORA MEDICAL CENTER OF WASHINGTON COUNTY INC 391150165 3 1 0 0 AURORA HEALTH CARE NORTH INC 391211629 3 1 0 0 WEST ALLIS MEMORIAL HOSPITAL INC 391022464 3 1 0 0 AURORA FAMILY SERVICE INC 390806174 10 1 0 0 AURORA MEDICAL CENTER OF OSHKOSH INC 391027676 3 1 0 0 AURORA MEDICAL GROUP INC 391678306 3 1 0 0 AURORA ADVANCED HEALTHCARE INC 391595302 3 1 0 0 AMG ILLINOIS LTD 264041287 3 1 0 0 AURORA MEDICAL CENTER GRAFTON LLC 272953799 3 1 0 0 AURORA MEDICAL CENTER BAY AREA INC 391528430 3 1 0 0 KRADWELL SCHOOL INC 261516765 2 1 0 0 36 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: ADVOCATE AURORA HEALTH, INC. ("AAH"), AND ATRIUM HEALTH, INC., ("AHI") ARE THE MEMBERS OF ADVOCATE HEALTH. ADVOCATE HEALTH WILL ACT THROUGH A GOVERNANCE FRAMEWORK THAT VESTS SUPERVISION AND MANAGEMENT OF ADVOCATE HEALTH IN THE SAME PERSONS WHO ULTIMATELY SUPERVISE AND MANAGE THE SUPPORTED ORGANIZATIONS AS REQUIRED FOR TYPE 2 SUPPORTING ORGANIZATION STATUS. SEE TREAS. REG. 1.509(A)-4(H). THIS STRUCTURE WILL ENSURE THAT ADVOCATE HEALTH IS RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF ITS SUPPORTED ORGANIZATIONS, AND IT WILL ALLOW THE SYSTEM TO FUNCTION AS AN INTEGRATED ORGANIZATION. ADVOCATE HEALTH'S GOVERNANCE FRAMEWORK ARISES FROM THE TERMS OF A MASTER AGREEMENT AND A JOINT OPERATING AGREEMENT (JOA) BY AND AMONG AAH, AHI AND ADVOCATE HEALTH. PURSUANT TO THE TERMS OF THESE AGREEMENTS, AAH AND AHI, BY AND ON BEHALF OF THE SUPPORTED ORGANIZATIONS, HAVE BROADLY DELEGATED TO ADVOCATE HEALTH THE AUTHORITY TO SUPERVISE AND MANAGE THE SUPPORTED ORGANIZATIONS. THIS BROAD DELEGATION OF AUTHORITY IS DESIGNED TO INTEGRATE THE SUPPORTED ORGANIZATIONS INTO ADVOCATE HEALTH, SO THAT, COLLECTIVELY, ADVOCATE HEALTH AND ITS SUPPORTED ORGANIZATIONS OPERATE AS AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM. THE JOINT OPERATING AGREEMENT EMPHASIZES THE IMPORTANCE OF VESTING COMMON SUPERVISION AND MANAGEMENT OVER ADVOCATE HEALTH AND THE SUPPORTED ORGANIZATIONS IN THE ADVOCATE HEALTH BOARD OF DIRECTORS (THE "BOARD"). FOR EXAMPLE, THE JOA PROVIDES THAT THE BOARD SERVES IN A FIDUCIARY CAPACITY WITH RESPECT TO ADVOCATE HEALTH AND THE SUPPORTED ORGANIZATIONS AS A WHOLE, AND AS SUCH, THE BOARD IS PRIMARILY CHARGED WITH ADVANCING THE COLLECTIVE INTERESTS OF ADVOCATE HEALTH AND THE SUPPORTED ORGANIZATIONS. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.