2025-11-17T22:06:03-06:00 2024-12-31 990 2024-01-01 884157429 ADVOCATE HEALTH INC ADVO 4142991576 1000 BLYTHE BOULEVARD CHARLOTTE NC 28203 JENNIFER BARBER VICE PRESIDENT OF TAX 4142991576 2025-11-17 0 0 2024 2025-03-06 01:10:19Z EUGENE WOODS 1000 BLYTHE BOULEVARD CHARLOTTE NC 28203 333741 0 X WWW.ADVOCATEHEALTH.COM X 2022 DE ADVOCATE HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER. 20 17 0 0 0 0 0 0 0 0 0 333741 0 0 0 333741 0 0 0 0 0 115907136 0 0 0 0 -113733010 0 2174126 0 -1840385 82492882 105054164 82492882 106894549 0 -1840385 TO SUPERVISE AND MANAGE AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM THAT IS STEEPED IN INNOVATION AND POISED TO RESHAPE THE DELIVERY OF HEALTHCARE ALONG WITH ACHIEVING THE HIGHEST AND SAFEST OUTCOMES IN THE COMMUNITIES IT SERVES. 0 0 27010979 0 0 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, INC. (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, INC. 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33607 OTHER SERVICES 14816705 ROPES & GRAY LLP 800 BOYLSTON ST BOSTON MA 02199 LEGAL SERVICES 5916823 CENTRIC CONSULTING LLC 1215 LYONS ROAD BUILDING F DAYTON OH 45458 CONSULTING SERVICES 4972441 STRATA DECISION TECHNOLOGY HOLDINGS LLC 200 E RANDOLPH ST FLR 49 CHICAGO IL 60601 OTHER SERVICES 4220288 ERNST & YOUNG LLP 200 PLAZA DRIVE SUITE 2222 SECAUSUS NJ 07094 CONSULTING SERVICES 2654926 22 333741 333741 333741 0 0 333741 X 577832 577832 90527304 90527304 23634000 23634000 1168000 1168000 11359009 11359009 1937625 1937625 62590642 62590642 1359 1359 3736 3736 6579 6579 224092 224092 300600 300600 OTHER 13594199 27008707 -13414508 OTHER INTERCOMPANY 150453 0 150453 CONTRACTUAL SERVICES -203903576 0 -203903576 2272 2272 2174126 27010979 -24836853 0 25971704 16037489 20707019 7108341 66455393 51267100 82492882 105054164 82492882 91588078 0 15306471 82492882 106894549 X 0 0 0 0 0 -1840385 0 -1840385 82492882 105054164 -1840385 0 X 0 0 0 X X 36 ADVOCATE HEALTH AND HOSPITALS CORPORATION 362169147 3 1 0 0 EHS HOME HEALTH CARE SERVICE 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 6 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 361136738 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 360930748 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 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 36 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART V, SECTION C, LINE 1: ADVOCATE AURORA HEALTH, INC. ("AAH"), AND ATRIUM HEALTH, INC., ("AHI") ARE THE MEMBERS OF ADVOCATE HEALTH, INC. 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. 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 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. 0 INVESTMENTS IN THIRD PARTY ENTITIES 18892588 C FAIR MAKET VALUE (FMV) ADJUSTMENT -13571477 C INTERCOMPANY FMV ADJUSTMENT 1787230 C 7108341 INTERCOMPANY ASSETS - CURRENT 38768787 OTHER NONCURRENT ASSETS 12498313 51267100 OTHER NONCURRENT LIABILITIESACCRUED SEVERANCE PAY - LONG TERM 7884000 OTHER NONCURRENT LIABILITIESAHI CEO SERP LIABILITY 2883341 OTHER NONCURRENT LIABILITIESAHI SERP LIABILITY 4539130 15306471 X X X X X 1 1 0 0 0 0 0 1 0 JAMES SKOGSBERGH CO-CHIEF EXECUTIVE OFFICER 1753853 0 14440055 0 12656636 0 1991487 0 20648 0 30862679 0 793002 0 EUGENE WOODS CHIEF EXECUTIVE OFFICER 0 4634321 0 14440055 0 3795821 0 2901934 0 9144 0 25781275 0 2041850 WILLIAM SANTULLI PRESIDENT MIDWEST REGION 0 827709 0 3009211 0 3354962 0 642892 0 31447 0 7866221 0 324949 JULIE FREISCHLAG EVP CHIEF ACADEMIC OFFICER 0 2476070 0 4358126 0 760433 0 19092 0 20999 0 7634720 0 688380 KEN HAYNES EVP CHIEF ENTERPRISE SERVICES OFFICE 0 1666931 0 2774393 0 330524 0 545575 0 40895 0 5358318 0 195709 GARY STUCK EVP CHIEF MEDICAL OFFICER 0 533932 0 1911215 0 2101543 0 462273 0 22966 0 5031929 0 200775 ANTHONY DEFURIO EVP, CFO, TREASURER 0 0 0 2281466 0 2042539 0 0 0 0 0 4324005 0 0 SCOTT RISSMILLER EVP CHIEF CLINICAL OFFICER 0 1403489 0 2094708 0 337803 0 447977 0 39026 0 4323003 0 85045 BRETT DENTON EVP CHIEF LEGAL OFFICER, SECRETARY 0 1430026 0 1930432 0 184918 0 430548 0 32284 0 4008208 0 0 CAROL LOVIN EVP CHIEF OF STAFF & INTEGRATION 0 1163466 0 1951658 0 361744 0 387150 0 17352 0 3881370 0 261827 BARBARA BYRNE EVP CHIEF INFORMATION OFFICER 0 1078153 0 1771639 0 328950 0 519640 0 17642 0 3716024 0 189688 RICHARD KLEIN EVP CHIEF OF STAFF 0 388361 0 1378217 0 1596380 0 315915 0 25497 0 3704370 0 167919 RASU SHRESTHA EVP CHIEF INNOVATION OFFICER 0 1086592 0 1775718 0 255065 0 363584 0 29616 0 3510575 0 92944 SHOEB SITAFALWALLA EVP CHIEF STRATEGY OFFICER 0 988534 0 1639426 0 88794 0 476014 0 31199 0 3223967 0 173827 BRAD CLARK EVP CHIEF FINANCIAL OFFICER, TREASUR 0 1697429 0 713004 0 103270 0 390217 0 29172 0 2933092 0 80691 KELLY JO GOLSON EVP CHIEF BRAND & CONSUMER OFFICER 0 0 0 638594 0 2167330 0 105740 0 0 0 2911664 0 138140 MARY BETH KINGSTON EVP CHIEF NURSING OFFICER 0 728872 0 1184727 0 584152 0 315234 0 20194 0 2833179 0 144543 KINNEIL COLTMAN EVP CHIEF CONSUMER & SOCIAL IMPACT O 0 784781 0 1223044 0 27196 0 260274 0 38192 0 2333487 0 24469 KEVAN MABBUTT EVP CHIEF BRAND & CONSUMER OFFICER 0 960003 0 421657 0 169184 0 218923 0 37710 0 1807477 0 25994 DIA NICHOLS DIVISON PRESIDENT, ILLINOIS 0 1000002 0 347262 0 -4241 0 216433 0 36348 0 1595804 0 95636 GABRIELLE FINLEY-HAZLE DIVISON PRESIDENT, WISCONSIN 0 1000002 0 0 0 338180 0 113297 0 34581 0 1486060 0 10255 JIM DUNN EVP CHIEF PEOPLE & CULTURE OFFICER 0 0 0 0 0 380123 0 0 0 0 0 380123 0 0 PART I, LINES 4A-B SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4A THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2024 THAT HAS BEEN PROPERLY RECORDED ON FORM 990, PART VII, SECTION A: JAMES SKOGSBERGH - $8,119,365 RICHARD KLEIN - $827,566 WILLIAM SANTULLI - $1,723,585 KELLY JO GOLSON - $2,061,590 GARY STUCK - $1,140,421 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B ADVOCATE 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 2024 AS FOLLOWS: JAMES SKOGSBERGH - $793,002 EUGENE WOODS - $2,018,750 JULIE FREISCHLAG - $688,380 WILLIAM SANTULLI - $324,949 GARY STUCK - $200,775 BARBARA BYRNE - $189,688 SHOEB SITAFALWALLA - $173,827 RASU SHRESTHA - $92,944 RICHARD KLEIN - $167,919 MARY BETH KINGSTON - $144,543 DIA NICHOLS - $95,636 BRADLEY CLARK - $80,691 KEVAN MABBUTT - $25,994 GABRIELLE FINLEY-HAZLE - $10,255 KEN HAYNES - $195,709 CAROL LOVIN - $261,827 KINNEIL COLTMAN - $24,469 SCOTT RISSMILLER - $85,045 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. FORM 990, PART VI, SECTION A, LINE 1A DESCRIPTION OF BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE THE ORGANIZATION'S BY-LAWS PROVIDE THAT THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE SAME COMPOSITION AND MEMBERS AS THE EXECUTIVE COMMITTEE OF THE CORPORATE MEMBER. THE CORPORATE MEMBER'S EXECUTIVE COMMITTEE HAS NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEE'S MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEE'S AUTHORITY INCLUDES: BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE AURORA HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE AURORA HEALTH, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIPTION OF THE PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST 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 DISCLOSURE 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 COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT IF 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. FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING COMPENSATION REVIEW PROCESS IS CONDUCTED ANNUALLY: THE CEO AND THE CEO'S EXECUTIVE TEAM HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE ADVOCATE AURORA HEALTH BOARD OF DIRECTORS. ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVEIWED 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 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING SITES: - DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION, LLC) - EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS) THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,590,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,590,642. AURORA MEDICAL GROUP INC 3031 WEST MONTANA STREET MILWAUKEE WI 53215 391678306 PHYSICIAN SERVICES WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 AURORA HEALTH CARE METRO INC 2900 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 390806181 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 AURORA HEALTH CARE CENTRAL INC 2636 EASTERN AVENUE PLYMOUTH WI 53073 390930748 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 AURORA PSYCHIATRIC HOSPITAL INC 1220 DEWEY AVENUE WAUWATOSA WI 53213 390872192 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 AURORA HEALTH CARE SOUTHERN LAKES INC 252 MCHENRY STREET BURLINGTON WI 53105 390806347 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE INC 1 AURORA MEDICAL CENTER OF OSHKOSH INC 855 NORTH WESTHAVEN DRIVE OSHKOSH WI 54904 391027676 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE NORTH INC 1 WEST ALLIS MEMORIAL HOSPITAL INC 8901 WEST LINCOLN AVENUE WEST ALLIS WI 53227 391022464 HOSPITAL WI 501(C)(3) LINE 3 AURORA HEALTH CARE METRO INC 1 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