2024-11-15T23:47:19-06:00 2023-12-31 990 2023-01-01 824184596 ADVOCATE AURORA HEALTH INC ADVO 4142991576 2025 WINDSOR DRIVE OAK BROOK IL 60523 RACHEL HALVERSON VICE PRESIDENT OF TAX 4142991576 2024-11-15 0 2023 2024-10-15 13:58:12Z JAMES SKOGSBERGH 2025 WINDSOR DRIVE OAK BROOK IL 60523 93587373 0 X WWW.ADVOCATEAURORAHEALTH.ORG X 2017 DE ADVOCATE AURORA HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER. 12 9 21854 0 0 0 1006498 7486972 173119024 21686244 1305124 22888676 1344 41525481 175431990 93587373 500 16000 0 0 177643939 1651325414 0 0 0 -2212449 -2142774955 175431990 -491433541 0 585020914 249264522 1576373516 249264532 992649790 -10 583723726 TO PROMOTE AND IMPROVE THE QUALITY AND EXPAND THE SCOPE AND ACCESSIBILITY OF AFFORDABLE HEALTH CARE AND HEALTH-CARE RELATED SERVICES FOR THE COMMUNITIES WE SERVE. 0 0 779324374 16000 62520277 ADVOCATE AURORA HEALTH, INC. AND ITS AFFILIATES (AAH) CONSTITUTE AN INTEGRATED HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT ILLINOIS, EASTERN WISCONSIN, AND THE UPPER PENINSULA OF MICHIGAN. AAH PROVIDES A VARIETY OF HEALTH CARE RELATED ACTIVITIES, EDUCATION, PHILANTHROPIC, MEDICAL RESEARCH AND OTHER BENEFITS TO THE COMMUNITIES IN WHICH THEY OPERATE. HEALTH CARE SERVICES INCLUDE PRIMARY AND SPECIALTY CARE, PHARMACIES, BEHAVIORAL HEALTH CARE, EMERGENCY CARE, REHABILITATION, HOME CARE, AND END-OF-LIFE CARE. 779324374 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 267 0 21854 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ADVOCATE HEALTH INC 4142991576 2025 WINDSOR DR OAK BROOK IL 60523 JAMES SKOGSBERGH DIRECTOR, PRESIDENT, CEO 1.00 55.00 X X 16598134 0 818812 WILLIAM SANTULLI DIRECTOR, PRESIDENT 55.00 1.00 X X 5805122 0 359616 MICHELE RICHARDSON DIRECTOR, CHAIRPERSON 1.00 0.00 X X 131433 0 0 RICHARD JAKLE DIRECTOR 1.00 0.00 X 116433 0 0 JOHN TIMMER DIRECTOR 1.00 0.00 X 116433 0 0 LYNN CRUMP-CAINE DIRECTOR 1.00 0.00 X 0 0 0 MARK HARRIS DIRECTOR 1.00 0.00 X 97100 0 0 CHARLES HARVEY DIRECTOR 1.00 0.00 X 89100 0 0 JOANNE BAUER DIRECTOR 1.00 0.00 X 112433 0 0 JOANNE DISCH DIRECTOR 1.00 0.00 X 89100 0 0 JOHN DANIELS JR DIRECTOR 1.00 0.00 X 112433 0 0 THOMAS BOLGER 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PART IV, SECTION E, LINE 3B: IN ADDITION TO THE RIGHT TO DESIGNATE THE DIRECTORS OF EACH OF THE SUPPORTED ORGANIZATIONS, APPROVAL OF THE ORGANIZATION IS REQUIRED FOR THE AMENDMENT OR RESTATEMENT OF ANY OF SUPPORTED ORGANIZATIONS' GOVERNING DOCUMENTS. EACH OF THE SUPPORTING ORGANIZATIONS IS SUBJECT TO THE POLICIES ADOPTED BY THE ORGANIZATION'S BOARD OF DIRECTORS (E.G. THE CONFLICT OF INTEREST POLICY). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 863746 863746 0 415609 53435 362174 278907 218459 60448 8465196 8465196 8887818 DUE FROM ADVOCATE 68201446 OTHER NONCURRENT ASSETS COMMUNITY INVESTMENTS LOANS 26500000 NONCURRENT ASSETS LT DEFERRED PHYSICIAN RETENTION 288258 PREPAID EXPENSE MISC RENT RECEIVABLE -500791 94488913 OTHER NONCURRENT LIABILITIES457B DEFERRED COMPENSATION 2727716 OTHER NONCURRENT LIABILITIES ACCRUED SEVERANCE PAY LONG-TERM 21549519 OTHER NONCURRENT LONG TERM DISABILITY 24342000 OTHER NONCURRENT LIABILITIES SERP INVESTMENT 9595784 OTHER NONCURRENT LIABILITIES RESTORATION RETIREMENT PLAN 8196013 OTHER NONCURRENT LIABILITIES RETIREE HEALTH BENEFITS LIABILITY 1098825 OTHER NONCURRENT LIABILITIES RETIREMENT SAVINGS RESTORATION 12519258 80029115 1 AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES PO BOX 4797 CAROL STREAM IL 60122 300213483 501(C)(3) 25000 0 SUPPORT EXEMPT MISSION NURSES ON BOARDS COALITION PO BOX 14535 MADISON WI 53708 821962611 501(C)(3) 10000 0 SUPPORT EXEMPT MISSION UNITED WAY OF GREATER MILWAUKEE AND WAUKESHA COUNTY 225 WEST VINE STREET MILWAUKEE WI 53212 390806190 501(C)(3) 97500 0 SUPPORT EXEMPT MISSION UNIVERSITY OF CHICAGO MEDICAL CENTER 150 HARVESTER DR STE 300 CHICAGO IL 60615 363488183 501(C)(3) 75000 0 SUPPORT EXEMPT MISSION WORLD BUSINESS CHICAGO 177 N STATE ST STE 500 CHICAGO IL 60601 364313685 501(C)(3) 25000 0 SUPPORT EXEMPT MISSION BDHEA (YEAR 3 OF 3) 332 S MICHIGAN AVENUE 9TH FLOOR CHICAGO IL 60604 861980606 501(C)(3) 50000 0 SUPPORT EXEMPT MISSION BLUFORD HEALTHCARE LEADERSHIP INSTITUTE (3RD OF 3 PAYMENTS) 7900 LEES SUMMIT RD KANSAS CITY MO 64139 463328194 501(C)(3) 15000 0 SUPPORT EXEMPT MISSION EXTENSION MILWAUKEE COUNTY 780 REGENT ST SUITE 255 MADISON WI 53715 396005720 501(C)(3) 10000 0 SUPPORT EXEMPT MISSION FEEDING AMERICA EASTERN WISCONSIN INC 1700 W FOND DU LAC AVE MILWAUKEE WI 53205 391384593 501(C)(3) 15000 0 SUPPORT EXEMPT MISSION GUEST HOUSE MILWAUKEE 1216 N 13TH ST MILWAUKEE WI 53205 391539301 501(C)(3) 15000 0 SUPPORT EXEMPT MISSION HISPANIC PROFESSIONALS OF GREATER MILWAUKEE 614 W NATIONAL AVE MILWAUKEE WI 53204 900098434 501(C)(3) 8000 0 SUPPORT EXEMPT MISSION HOMETOWN HEROES INC 983 BADGER CIR GRAFTON WI 53024 900421984 501(C)(3) 7500 0 EVENT SPONSORSHIP HUNGER TASK FORCE INC 201 S HAWLEY CT MILWAUKEE WI 53214 391345847 501(C)(3) 15000 0 SUPPORT EXEMPT MISSION MILWAUKEE COUNTY FOODWISEUW MADISON EXT 780 REGENT ST SUITE 255 MADISON WI 53715 396005720 501(C)(3) 10000 0 SUPPORT EXEMPT MISSION MILWAUKEE FOOD COUNCIL 3425 N 80TH ST MILWAUKEE WI 53222 320444271 501(C)(3) 10000 0 SUPPORT EXEMPT MISSION NEAR WEST SIDE PARTNERS (YEAR 4 OF 5) 777 E WISCONSIN AVE MILWAUKEE WI 53202 472708769 501(C)(3) 30000 0 SUPPORT EXEMPT MISSION REVITALIZE MILWAUKEE 840 N OLD WORLD 3RD STREET SUITE 60 MILWAUKEE WI 53203 392006470 501(C)(3) 5500 0 SUPPORT EXEMPT MISSION SAFE & SOUND INC 801 W MICHIGAN ST MILWAUKEE WI 53233 391940292 501(C)(3) 15000 0 SUPPORT EXEMPT MISSION UNITED COMMUNITY CENTER 1028 S 9TH ST MILWAUKEE WI 53204 391146191 501(C)(3) 15000 0 EVENT SPONSORSHIP YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN MILWAUKEE 161 W WISCONSIN AVE STE 4000 MILWAUKEE WI 53203 390806314 501(C)(3) 10000 0 SUPPORT EXEMPT MISSION FORM 990, SCHEDULE I, PART I, LINE 2 FORM 990, SCHEDULE I GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS FOR AMOUNTS REPORTED ON SCHEDULE I, ADVOCATE AURORA HEALTH, INC REPORTS ONLY NON PROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR THAT ARE CONSISTENT WITH AND COMPLIMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE CONDELL MEDICAL CENTER. THE PURPOSES OF THESE GRANTS IS TO SUPPORT COMMUNITY PROGRAMS. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS. X X X X X 1 1 0 0 0 0 0 1 0 JAMES SKOGSBERGH DIRECTOR, PRESIDENT, CEO 3800014 0 11698802 0 1099318 0 793002 0 25810 0 17416946 0 572364 0 DOMINIC NAKIS TREASURER 212923 0 2594726 0 3579940 0 121372 0 8980 0 6517941 0 195217 0 WILLIAM SANTULLI DIRECTOR, PRESIDENT 1775117 0 3426826 0 603179 0 324949 0 34667 0 6164738 0 246278 0 ANTHONY DEFURIO TREASURER 0 1560281 0 1371375 0 2180802 0 410490 0 16447 0 5539395 0 0 MICHAEL GREBE SECRETARY 142133 0 1229539 0 2231753 0 96507 0 2547 0 3702479 0 129806 0 KEVIN BRADY CHIEF HUMAN RESOURCES OFFICER 48760 0 1268679 0 2076526 0 35296 0 25844 0 3455105 0 133562 0 JEFFREY BAHR VICE PRESIDENT 1009633 0 1597326 0 572021 0 168713 0 35324 0 3383017 0 138983 0 DENNIS POTTS VICE PRESIDENT 1119985 0 1401526 0 430892 0 153931 0 28429 0 3134763 0 131720 0 GARY STUCK CHIEF MEDICAL OFFICER 1110511 0 1397423 0 258066 0 200775 0 28461 0 2995236 0 143552 0 BARBARA BYRNE CHIEF INFORMATION OFFICER 1029410 0 1354968 0 376674 0 189688 0 24057 0 2974797 0 139657 0 RICHARD KLEIN CHIEF BUSINESS DEVELOPMENT OFFICER 811180 0 1483825 0 421118 0 167919 0 21165 0 2905207 0 149764 0 SCOTT POWDER PRESIDENT, ADVOCATE AURORA ENTERPRIS 0 346195 0 1168029 0 1159945 0 88525 0 30977 0 2793671 0 125043 KELLY JO GOLSON CHIEF BRAND AND CONSUMER EXPERIENCE 612998 0 1203117 0 655108 0 138140 0 7478 0 2616841 0 132284 0 CRISTY GARCIA-THOMAS CHIEF EXTERNAL AFFAIRS OFFICER 669819 0 1053896 0 401778 0 140625 0 37368 0 2303486 0 117822 0 MARY BETH KINGSTON CHIEF NURSING OFFICER 682728 0 1143231 0 312911 0 144543 0 19543 0 2302956 0 123231 0 BRETT DENTON SECRETARY 0 1063403 0 866057 0 42367 0 291865 0 31395 0 2295087 0 0 SHOEB SITAFALWALLA CHIEF STRATEGY OFFICER 943933 0 869171 0 67888 0 173827 0 30252 0 2085071 0 116858 0 REV KATHIE BENDER SCHWICH CHIEF SPIRITUAL OFFICER 106276 0 713396 0 607178 0 61171 0 118213 0 1606234 0 83571 0 BRAD CLARK TREASURER 0 991783 0 356324 0 83869 0 109999 0 35796 0 1577771 0 80393 MEGHAN WOLTMAN CHIEF GOVERNMENT AFFAIRS OFFICER 507694 0 592821 0 38413 0 114316 0 33313 0 1286557 0 90150 0 RACHELLE HART ASSISTANT SECRETARY 597772 0 374964 0 182744 0 103904 0 26770 0 1286154 0 93460 0 DIA NICHOLS VICE PRESIDENT 0 505250 0 289273 0 13781 0 95636 0 34145 0 938085 0 0 MICHAEL KERNS SVP, DEPUTY GENERAL COUNSEL 388253 0 260462 0 101059 0 80710 0 31283 0 861767 0 73386 0 FRITZ VORLOP SYSTEM VP, ASSOCIATE GENERAL COUNSEL 471187 0 231776 0 101556 0 0 0 24656 0 829175 0 0 0 JAMES SLINKMAN SVP, ASSOCIATE GENERAL COUNSEL 410751 0 232619 0 69025 0 80370 0 31046 0 823811 0 68915 0 MONICA HOCUM ASSOCIATE GENERAL COUNSEL 381075 0 93986 0 14905 0 28444 0 6845 0 525255 0 25627 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. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2023 AS FOLLOWS: PART I, LINE 7 WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS. ERIC DUDA FAMILY MEMBER - CARRIE DONOVAN 12533 EMPLOYMENT 0 ANDREW DONOVAN FAMILY MEMBER - CARRIE DONOVAN 264200 EMPLOYMENT 0 FRANKLIN OLSON FAMILY MEMBER - AMY BOHACHEK- OLSEN 41526 EMPLOYMENT 0 KATHERINE SAHAJPAL FAMILY MEMBER -AJAY SAHAJPAL 200271 EMPLOYMENT 0 MEGAN SKOGSBERGH FAMILY MEMBER - JAMES SKOGSBERGH 84648 EMPLOYMENT 0 MARIAH NELSON DOMASKY FAMILY MEMBER - NANINE NELSON 116070 EMPLOYMENT 0 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 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 (E.G. RECUSAL FROM DECISION-MAKING OR UTILIZING ANOTHER METHOD OF NON-PARTICIPATION IN AN ACTIVITY). FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING COMPENSATION REVIEW PROCESS WAS CONDUCTED IN 2022: ADVOCATE HEALTH'S CEO AND THE CEO'S EXECUTIVE LEADERSHIP TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE ADVOCATE HEALTH BOARD OF DIRECTORS, WHICH IS VESTED WITH BOARD-DELEGATED POWERS TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO COMPENSATION MATTERS IN REVIEWING AND ESTABLISHING COMPENSATION FOR THE CEO AND THE CEO'S EXECUTIVE TEAM. THE COMMITTEE USES A PROCESS WHICH IS INTENDED TO CREATE THE PRESUMPTION THAT PAYMENT OF COMPENSATION TO THESE PERSONS CONSTITUTES REASONABLE COMPENSATION, DEFINED AS AMOUNTS THAT ARE WITHIN THE RANGE OF COMPENSATION PAID TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. IN THIS PROCESS, NO MEMBER OF THE COMMITTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE IS PERMITTED TO PARTICIPATE IN THE REVIEW AND APPROVAL OF THAT COMPENSATION ARRANGEMENT. THE COMPENSATION COMMITTEE RETAINS AND CONSULTS WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO PREPARES A CUSTOMIZED MARKET-BASED ANALYSIS FOR THE COMMITTEE REGARDING AMOUNTS PAID TO SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. THE COMMITTEE USES THE MARKET-BASED ANALYSIS PROVIDED BY THE CONSULTANT, AND WHERE APPROPRIATE, PERFORMANCE REVIEW AND COMPENSATION RECOMMENDATIONS, TO ESTABLISH MARKET-BASED COMPENSATION FOR THE CEO AND THE CEO'S EXECUTIVE TEAM. AFTER MAKING ITS COMPENSATION DECISIONS, THE COMMITTEE DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN AHC'S WRITTEN OR ELECTRONIC BOOKS AND RECORDS. KEY EMPLOYEES AND ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVIEWED AND APPROVED BY THEIR LEADER ANNUALLY 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 19 THE ARTICLES OF INCORPORATION FOR ADVOCATE AURORA HEALTH, INC. ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 79,186,751. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,186,751. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS -1,297,178. 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