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Nonprofiteer
← ADVOCATE HEALTH INC

Form 990 for tax year 2023

Filed by ADVOCATE HEALTH INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$82,492,882
Total liabilities, end of year
$82,492,882
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $16,037,489

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $66,455,393

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $82,492,882

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

ADVOCATE HEALTH, INC. IS AN INTEGRATED HEALTH CARE PROVIDER.

  • 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. (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT AND TAXABLE ORGANIZATIONS LOCATED IN WISCONSIN AND ILLINOIS).

As filed on the 2023 return.

Listed in Part VII

  • Charles Harvey

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $0
    From related orgs
    $89,100
    Other
    $0
    Hours/week
    1

  • William Cannon Jr

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $0
    From related orgs
    $112,433
    Other
    $0
    Hours/week
    1

  • Lynn Crump-Caine

    DIRECTOR

    Total calculated
    $93,100
    From this org
    $0
    From related orgs
    $93,100
    Other
    $0
    Hours/week
    1

  • Richard Jakle

    DIRECTOR

    Total calculated
    $116,433
    From this org
    $0
    From related orgs
    $116,433
    Other
    $0
    Hours/week
    1

  • William Warden

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $0
    From related orgs
    $89,100
    Other
    $0
    Hours/week
    1

  • Victoria Sutton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donald Flow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Wente-Hardy

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $0
    From related orgs
    $112,433
    Other
    $0
    Hours/week
    1

  • Thomas Nelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Reed

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $0
    From related orgs
    $89,100
    Other
    $0
    Hours/week
    1

  • Pamela Lewis Davies

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $0
    From related orgs
    $89,100
    Other
    $0
    Hours/week
    1

  • Thomas Bolger

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $0
    From related orgs
    $112,433
    Other
    $0
    Hours/week
    1

  • Mark Harris

    DIRECTOR

    Total calculated
    $97,100
    From this org
    $0
    From related orgs
    $97,100
    Other
    $0
    Hours/week
    1

  • Gracie Coleman

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $0
    From related orgs
    $112,433
    Other
    $0
    Hours/week
    1

  • Joanne Bauer

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $0
    From related orgs
    $112,433
    Other
    $0
    Hours/week
    1

  • Angelique Vincent-Hamacher

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $0
    From related orgs
    $89,100
    Other
    $0
    Hours/week
    1

  • Joanne Disch

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $0
    From related orgs
    $89,100
    Other
    $0
    Hours/week
    1

  • John Timmer

    DIRECTOR

    Total calculated
    $116,433
    From this org
    $0
    From related orgs
    $116,433
    Other
    $0
    Hours/week
    1

  • John Daniels Jr

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $0
    From related orgs
    $112,433
    Other
    $0
    Hours/week
    1

  • Michele Baker Richardson

    DIRECTOR, CHAIR ELECT

    Total calculated
    $131,433
    From this org
    $0
    From related orgs
    $131,433
    Other
    $0
    Hours/week
    1

  • James Skogsbergh

    CO-CHIEF EXECUTIVE OFFICER

    Total calculated
    $17,416,946
    From this org
    $16,598,134
    From related orgs
    $0
    Other
    $818,812
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $3,800,014
    Bonus
    $11,698,802
    Other
    $1,099,318
    Deferred
    $793,002
    Nontaxable benefits
    $25,810
    Filer's total
    $17,416,946

  • Eugene Woods

    CO-CHIEF EXECUTIVE OFFICER

    Total calculated
    $18,576,902
    From this org
    $16,507,215
    From related orgs
    $0
    Other
    $2,069,687
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $3,757,739
    Bonus
    $11,475,000
    Other
    $1,274,476
    Deferred
    $2,041,850
    Nontaxable benefits
    $27,837
    Filer's total
    $18,576,902

  • Brett Denton

    EVP CHIEF LEGAL OFFICER, SECRETARY

    Total calculated
    $2,295,087
    From this org
    $0
    From related orgs
    $1,971,827
    Other
    $323,260
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,063,403 related
    Bonus
    $0 + $866,057 related
    Other
    $0 + $42,367 related
    Deferred
    $0 + $291,865 related
    Nontaxable benefits
    $0 + $31,395 related
    Filer's total
    $0 + $2,295,087 related

  • Anthony Defurio

    EVP, CFO, TREASURER

    Total calculated
    $5,539,394
    From this org
    $0
    From related orgs
    $5,112,458
    Other
    $426,936
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,560,281 related
    Bonus
    $0 + $1,371,375 related
    Other
    $0 + $2,180,802 related
    Deferred
    $0 + $410,490 related
    Nontaxable benefits
    $0 + $16,446 related
    Filer's total
    $0 + $5,539,394 related

  • Julie Freischlag

    EVP CHIEF ACADEMIC OFFICER

    Total calculated
    $5,244,157
    From this org
    $0
    From related orgs
    $5,194,069
    Other
    $50,088
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,522,156 related
    Bonus
    $0 + $1,971,675 related
    Other
    $0 + $700,238 related
    Deferred
    $0 + $18,294 related
    Nontaxable benefits
    $0 + $31,794 related
    Filer's total
    $0 + $5,244,157 related

  • Kevan Mabbutt

    EVP CHIEF BRAND & CONSUMER OFFICER

    Total calculated
    $283,376
    From this org
    $0
    From related orgs
    $256,775
    Other
    $26,601
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,770 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $5 related
    Deferred
    $0 + $25,994 related
    Nontaxable benefits
    $0 + $607 related
    Filer's total
    $0 + $283,376 related

  • Kelly Jo Golson

    EVP CHIEF BRAND & CONSUMER OFFICER

    Total calculated
    $2,616,840
    From this org
    $0
    From related orgs
    $2,471,223
    Other
    $145,617
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,998 related
    Bonus
    $0 + $1,203,117 related
    Other
    $0 + $655,108 related
    Deferred
    $0 + $138,140 related
    Nontaxable benefits
    $0 + $7,477 related
    Filer's total
    $0 + $2,616,840 related

  • Kinneil Coltman

    EVP CHIEF COMMUNITY OFFICER

    Total calculated
    $1,044,746
    From this org
    $0
    From related orgs
    $894,427
    Other
    $150,319
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $647,285 related
    Bonus
    $0 + $198,199 related
    Other
    $0 + $48,943 related
    Deferred
    $0 + $114,997 related
    Nontaxable benefits
    $0 + $35,322 related
    Filer's total
    $0 + $1,044,746 related

  • Bradley Clark

    EVP CHIEF FINANCIAL OFFICER

    Total calculated
    $1,577,771
    From this org
    $0
    From related orgs
    $1,431,976
    Other
    $145,795
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $991,783 related
    Bonus
    $0 + $356,324 related
    Other
    $0 + $83,869 related
    Deferred
    $0 + $109,999 related
    Nontaxable benefits
    $0 + $35,796 related
    Filer's total
    $0 + $1,577,771 related

  • Barbara Byrne

    EVP CHIEF INFORMATION OFFICER

    Total calculated
    $2,974,797
    From this org
    $0
    From related orgs
    $2,761,052
    Other
    $213,745
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,029,410 related
    Bonus
    $0 + $1,354,968 related
    Other
    $0 + $376,674 related
    Deferred
    $0 + $189,688 related
    Nontaxable benefits
    $0 + $24,057 related
    Filer's total
    $0 + $2,974,797 related

  • Rasu Shrestha

    EVP CHIEF INNOVATION OFFICER

    Total calculated
    $2,309,304
    From this org
    $0
    From related orgs
    $1,991,252
    Other
    $318,052
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,003,685 related
    Bonus
    $0 + $864,225 related
    Other
    $0 + $123,342 related
    Deferred
    $0 + $278,986 related
    Nontaxable benefits
    $0 + $39,066 related
    Filer's total
    $0 + $2,309,304 related

  • Gary Stuck

    EVP CHIEF MEDICAL OFFICER

    Total calculated
    $2,995,236
    From this org
    $0
    From related orgs
    $2,766,000
    Other
    $229,236
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,110,511 related
    Bonus
    $0 + $1,397,423 related
    Other
    $0 + $258,066 related
    Deferred
    $0 + $200,775 related
    Nontaxable benefits
    $0 + $28,461 related
    Filer's total
    $0 + $2,995,236 related

  • Mary Beth Kingston

    EVP CHIEF NURSING OFFICER

    Total calculated
    $2,302,956
    From this org
    $0
    From related orgs
    $2,138,870
    Other
    $164,086
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,728 related
    Bonus
    $0 + $1,143,231 related
    Other
    $0 + $312,911 related
    Deferred
    $0 + $144,543 related
    Nontaxable benefits
    $0 + $19,543 related
    Filer's total
    $0 + $2,302,956 related

  • Richard Klein

    EVP CHIEF OF STAFF

    Total calculated
    $2,905,207
    From this org
    $0
    From related orgs
    $2,716,123
    Other
    $189,084
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,180 related
    Bonus
    $0 + $1,483,825 related
    Other
    $0 + $421,118 related
    Deferred
    $0 + $167,919 related
    Nontaxable benefits
    $0 + $21,165 related
    Filer's total
    $0 + $2,905,207 related

  • Carol Lovin

    EVP CHIEF OF STAFF & INTEGRATION

    Total calculated
    $2,554,247
    From this org
    $0
    From related orgs
    $2,247,985
    Other
    $306,262
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,054,136 related
    Bonus
    $0 + $854,186 related
    Other
    $0 + $339,663 related
    Deferred
    $0 + $288,226 related
    Nontaxable benefits
    $0 + $18,036 related
    Filer's total
    $0 + $2,554,247 related

  • Jim Dunn

    EVP CHIEF PEOPLE & CULTURE OFFICER

    Total calculated
    $2,310,261
    From this org
    $0
    From related orgs
    $2,017,062
    Other
    $293,199
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $980,959 related
    Bonus
    $0 + $869,400 related
    Other
    $0 + $166,703 related
    Deferred
    $0 + $275,730 related
    Nontaxable benefits
    $0 + $17,469 related
    Filer's total
    $0 + $2,310,261 related

  • Scott Rismiller

    EVP CHIEF PHYSICIAN OFFICER

    Total calculated
    $2,696,498
    From this org
    $0
    From related orgs
    $2,339,677
    Other
    $356,821
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,192,635 related
    Bonus
    $0 + $1,019,475 related
    Other
    $0 + $127,567 related
    Deferred
    $0 + $328,253 related
    Nontaxable benefits
    $0 + $28,568 related
    Filer's total
    $0 + $2,696,498 related

  • Shoeb Sitafalwalla

    EVP CHIEF STRATEGY OFFICER

    Total calculated
    $2,085,071
    From this org
    $0
    From related orgs
    $1,880,992
    Other
    $204,079
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $943,933 related
    Bonus
    $0 + $869,171 related
    Other
    $0 + $67,888 related
    Deferred
    $0 + $173,827 related
    Nontaxable benefits
    $0 + $30,252 related
    Filer's total
    $0 + $2,085,071 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
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 2023 AS FOLLOWS: JAMES SKOGSBERGH - $572,364 JULIE FREISCHLAG - $624,800 GARY STUCK - $143,552 BARBARA BYRNE - $139,657 RICHARD KLEIN - $149,764 KELLY JO GOLSON - $132,284 MARY BETH KINGSTON - $123,231 SHOEB SITAFALWALLA - $116,858 BRADLEY CLARK - $80,393 THE FOLLOWING EMPLOYEE RECEIEVED A SEVERANCE PAYMENT DURING 2023 THAT HAS BEEN PROPERLY REPORTED ON SCHEDULE J, PART II: ANTHONY DEFURIO
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BAYCARE AURORA LLC

    HOSPITAL · WI

  • AURORA GI ASC LLC

    PHYSICIAN SERVICES · WI

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AURORA HEALTH CARE VENTURES INC

    C · HEALTH SERVICES · WI

  • AURORA HEALTH NETWORK INC

    C · INACTIVE · WI

  • AURORA PHARMACY INC

    C · RETAIL PHARMACY · WI

  • DIVERSIFIED CARE INC

    C · TEMPORARY STAFFING AGENCY · WI

  • AURORA RETAIL STORES INC

    C · INACTIVE · WI

  • ADVANCED HEALTHCARE INC

    C · PHYSICIAN SERVICES · WI

  • NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS

    C · CONDO ASSOCIATION · WI

  • ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • ADVOCATE HOME CARE PRODUCTS

    C · HEALTH SERVICES · IL

  • EVANGELICAL SERVICES CORPORATION

    C · MANAGEMENT SERVICES · IL

  • HIGH TECHNOLOGY INC

    C · MEDICAL SERVICES · IL

  • DREYER CLINIC INC

    C · MEDICAL SERVICES · IL

  • PARKSIDE CENTER CONDO ASSOCIATION

    C · PROPERTY MANAGEMENT · IL

  • THE DELPHI GROUP IV INC

    C · HEALTH COST MANAGEMENT · IL

  • ADVOCATE HPN NFP

    C · HEALTH IMPROVEMENT MANAGEMENT · IL

  • ADVOCATE INSURANCE SPC

    C · INSURANCE · CJ

  • ADVOCATE HEALTH PARTNERS

    C · HEALTH CARE MANAGEMENT · IL

  • ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE

    C · HEALTH CARE MANAGEMENT · IL

  • ADVOCATE PHYSICIAN PARTNERS RISK PURCH

    C · GROUP MALPRACTICE · IL

  • ADVOCATE AURORA ENTERPRISES INC

    C · FOR-PROFIT PARENT COMPANY · WI

  • NORTHSHORE HEALTH NETWORK INC

    C · MANAGED CARE CONTRACTING · WI

Provenance

Return type
form_990
Tax year
2023
Filed
25 November 2025
IRS schema version
2023v6.0
Source object
202503299349301305

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