2024-11-15T23:45:48-06:00 2023-12-31 990 2023-01-01 390806174 AURORA FAMILY SERVICE INC AURO 4142991576 PO BOX 341880 MILWAUKEE WI 532341880 RACHEL HALVERSON VICE PRESIDENT OF TAX 4142991576 2024-11-15 0 2023 2024-10-15 13:58:12Z CRISTY GARCIA-THOMAS PO BOX 341880 MILWAUKEE WI 532341880 3007290 0 X WWW.AURORAHEALTHCARE.ORG X 1986 WI AURORA FAMILY SERVICE, INC. HELPS FAMILIES TO ENHANCE THEIR CAPABILITY TO ANTICIPATE AND MANAGE CHALLENGES THEY FACE IN THEIR LIVES THROUGH THE INTEGRATION OF HEALTH, MENTAL HEALTH, AND SOCIAL SERVICES. 4 3 70 0 0 0 802306 1802729 1287691 1204561 -193057 398563 900 0 1897840 3405853 0 0 0 0 2318566 2483030 0 0 0 706287 1383974 3024853 3867004 -1127013 -461151 1963962 699447 1437938 2940545 526024 -2241098 X AURORA FAMILY SERVICE PARTNERS WITH FAMILIES TO ENHANCE THEIR CAPABILITY TO ANTICIPATE, IDENTIFY AND MANAGE CHALLENGES THEY FACE IN THEIR EVERYDAY LIVES THROUGH THE INTEGRATION OF HEALTH, MENTAL HEALTH, AND SOCIAL SERVICES PROVIDING CULTURALLY PROFICIENT SERVICES, COMMUNITY PARTNERSHIPS, PROFESSIONAL EDUCATION, AND EFFECTIVE ADVOCACY. 0 0 3012805 1204561 AURORA FAMILY SERVICE, INC. (AFS) PROVIDES COUNSELING SERVICES FOR DEPRESSION, ALCOHOL OR DRUG ABUSE, MARRIAGE AND FAMILY PROBLEMS, JOB STRESS AND OTHER CONCERNS, WITH FEES BASED ON ABILITY TO PAY. AFS ALSO PROVIDES CONSUMER CREDIT COUNSELING, GERIATRIC SERVICES, PARENTING EDUCATION AND SUPPORT AND OTHER CHILD WELFARE PROMOTION SERVICES, AND PROFESSIONAL POST-GRADUATE EDUCATION FOR MARRIAGE AND FAMILY THERAPISTS. 3012805 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 70 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ADVOCATE HEALTH INC 4142991576 PO BOX 341880 MILWAUKEE WI 532341880 NAN NELSON DIRECTOR, ASSISTANT TREASURER, TREASURER 1.00 0.00 X X 0 1721965 152768 CRISTY GARCIA-THOMAS DIRECTOR, CHAIRPERSON, PRESIDENT 1.00 0.00 X X 0 2125493 177993 MARK HUBER DIRECTOR, VICE CHAIRPERSON, VICE PRESIDENT 1.00 0.00 X X 0 496000 96478 SHARAIN HORN DIRECTOR 1.00 0.00 X 0 51311 11140 DOMINIC NAKIS TREASURER 1.00 55.00 X 0 6387589 130352 SUE DWYER ASSISTANT TREASURER 1.00 55.00 X 0 619629 113751 STEVE HUSER ASSISTANT TREASURER 1.00 55.00 X 0 806480 71656 BRAD CLARK ASSISTANT TREASURER 1.00 55.00 X 0 1431976 145795 CARRIE DONOVAN ASSISTANT TREASURER 1.00 55.00 X 0 774644 126822 JAMES DOHENY ASSISTANT TREASURER 1.00 55.00 X 0 1064007 63927 RACHEL HALVERSON ASSISTANT TREASURER 1.00 55.00 X 0 477791 59558 MICHAEL VOLANTE ASSISTANT TREASURER 1.00 55.00 X 0 256767 47558 ROBIN STOEN ASSISTANT TREASURER 1.00 55.00 X 0 327036 29223 MICHAEL GREBE SECRETARY 1.00 55.00 X 0 3603425 99054 RACHELLE HART ASST SECRETARY, SECRETARY 1.00 55.00 X 0 1155480 130674 MICHAEL KERNS ASSISTANT SECRETARY 1.00 55.00 X 0 749774 111993 KATHERINE KETNER ASSISTANT SECRETARY 1.00 55.00 X 0 317371 30165 JAMES SLINKMAN ASSISTANT SECRETARY 1.00 55.00 X 0 712395 111416 ROBERT MARRS DIRECTOR AURORA FAMILY SVC OPS 55.00 0.00 X 154495 0 14007 154495 23079133 1724330 1 0 1 0 0 640674 204764 414230 543061 1802729 PATIENT SERVICE REVENU 900099 1204561 1204561 1204561 -398563 398563 398563 398563 3405853 1204561 0 398563 1836163 1647584 188579 99489 99052 437 275697 319425 -43728 271681 250028 21653 1176 1176 1441 1441 24744 6626 18118 867 558 309 429655 429655 34341 34294 47 35521 35521 33201 33201 392 392 OTHER EXPENSES 813184 146834 666350 OTHER INTERCOMPANY 8194 8194 MINOR EQUIPMENT 858 858 MEMBERSHIP FEES 400 400 3867004 3012805 854199 0 14510 0 0 58221 30884 176337 123372 2056016 1645359 443858 410657 1271036 134534 1963962 699447 1356646 2849201 81292 91344 1437938 2940545 X 393686 -2375632 132338 134534 526024 -2241098 1963962 699447 X -461151 -2305972 X 0 1 X 1 0 X 1205120 974700 879142 802306 1802729 5663997 2395171 2197597 1085705 293228 1204561 7176262 3600291 3172297 1964847 1095534 3007290 12840259 0 0 0 12840259 3600291 3172297 1964847 1095534 3007290 12840259 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 100000 100000 1412421 1412421 0 467408 194700 272708 76187 38238 37949 410657 FUNDS HELD BY COMMUNITY FOUNDATION 134534 134534 1 1 0 0 0 0 0 0 0 DOMINIC NAKIS TREASURER 0 212923 0 2594726 0 3579940 0 121372 0 8980 0 6517941 0 195217 MICHAEL GREBE SECRETARY 0 142133 0 1229539 0 2231753 0 96507 0 2547 0 3702479 0 129806 CRISTY GARCIA-THOMAS DIRECTOR, CHAIRPERSON, PRESIDENT 0 669819 0 1053896 0 401778 0 140625 0 37368 0 2303486 0 117822 NAN NELSON DIRECTOR, ASSISTANT TREASURER, TREAS 0 757767 0 653280 0 310918 0 122557 0 30211 0 1874733 0 99317 BRAD CLARK ASSISTANT TREASURER 0 991783 0 356324 0 83869 0 109999 0 35796 0 1577771 0 80393 RACHELLE HART ASST SECRETARY, SECRETARY 0 597772 0 374964 0 182744 0 103904 0 26770 0 1286154 0 93460 JAMES DOHENY ASSISTANT TREASURER 0 67302 0 295949 0 700756 0 43643 0 20284 0 1127934 0 78993 CARRIE DONOVAN ASSISTANT TREASURER 0 521217 0 216046 0 37381 0 92513 0 34309 0 901466 0 75228 STEVE HUSER ASSISTANT TREASURER 0 103038 0 189940 0 513502 0 48323 0 23333 0 878136 0 69926 MICHAEL KERNS ASSISTANT SECRETARY 0 388253 0 260462 0 101059 0 80710 0 31283 0 861767 0 73386 JAMES SLINKMAN ASSISTANT SECRETARY 0 410751 0 232619 0 69025 0 80370 0 31046 0 823811 0 68915 SUE DWYER ASSISTANT TREASURER 0 419635 0 178800 0 21194 0 82670 0 31081 0 733380 0 0 MARK HUBER DIRECTOR, VICE CHAIRPERSON, VICE PRE 0 341382 0 135868 0 18750 0 72827 0 23651 0 592478 0 63030 RACHEL HALVERSON ASSISTANT TREASURER 0 419861 0 57893 0 37 0 32400 0 27158 0 537349 0 0 ROBIN STOEN ASSISTANT TREASURER 0 282597 0 45052 0 -613 0 9829 0 19394 0 356259 0 8152 KATHERINE KETNER ASSISTANT SECRETARY 0 235115 0 81180 0 1076 0 18403 0 11762 0 347536 0 0 MICHAEL VOLANTE ASSISTANT TREASURER 0 220990 0 43015 0 -7238 0 19175 0 28383 0 304325 0 15887 ROBERT MARRS DIRECTOR AURORA FAMILY SVC OPS 137436 0 20015 0 -2956 0 4724 0 9283 0 168502 0 4642 0 PART I, LINES 4A-B ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. FORM 990, PART VI, SECTION A, LINE 6 AURORA FAMILY SERVICE, INC. IS ORGANIZED AS A NON-STOCK, NONPROFIT CORPORATION, WITH A SOLE MEMBER OF ADVOCATE HEALTH CARE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE CEO OF ADVOCATE HEALTH, INC. MAY APPOINT MEMBERS OF THE GOVERNING BODY OF AURORA FAMILY SERVICE. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY OF AFS ARE SUBJECT TO APPROVAL BY ADVOCATE HEALTH, INC. FORM 990, PART VI, SECTION B, LINE 11B THE 2022 FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ADVOCATE AURORA HEALTH'S COMPLIANCE DEPARTMENT REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, KEY EMPLOYEES (OTHER THAN ADVOCATE AURORA HEALTH'S CEO AND THE CEO'S EXECUTIVE LEADERSHIP TEAM) AND ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVIEWED AND APPROVED BY THEIR LEADER WITHIN MARKET-BASED GUIDELINES PRESCRIBED BY THE ORGANIZATION'S HUMAN RESOURCES FUNCTION. THESE MARKET-BASED GUIDELINES ARE ESTABLISHED USING APPLICABLE COMPARABILITY DATA AND SIMILAR COMPENSATION METRICS THAT ARE BASED ON SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. DOCUMENTATION AND RECORDKEEPING FOR THESE DELIBERATIONS AND DECISIONS ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 18 ABBREVIATED FINANCIAL INFORMATION IS AVAILABLE AT A CONSOLIDATED LEVEL ON THE AURORA HEALTH CARE WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION FOR AFS ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. ANY SIGNIFICANT CHANGES TO THE BYLAWS ARE ATTACHED TO THE FORM 990 IN THE YEAR THE CHANGE WAS APPROVED. THE FINANCIAL STATEMENTS ARE ALSO ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. FORM 990, PART XI, LINE 9: CHANGE IN EQUITY INTERESTS IN AFFILIATED AND NON-AFFILIATED FOUNDATIONS -2,305,972. 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