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Nonprofiteer
← AURORA FAMILY SERVICE INC

Form 990 for tax year 2023

Filed by AURORA FAMILY SERVICE INC.

Totals

Total revenue
$3,405,853
Total expenses
$3,867,004
Contributions and grants received
$1,802,729
Grants paid
$0
Program services expenses (Part IX)
$3,012,805
Management and general expenses
$854,199
Fundraising expenses
$0
Program service expenses (Part III)
$3,012,805

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NAN NELSON

    DIRECTOR, ASSISTANT TREASURER, TREASURER

    Total calculated
    $1,874,733
    From this org
    $0
    From related orgs
    $1,721,965
    Other
    $152,768
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $757,767 related
    Bonus
    $0 + $653,280 related
    Other
    $0 + $310,918 related
    Deferred
    $0 + $122,557 related
    Nontaxable benefits
    $0 + $30,211 related
    Filer's total
    $0 + $1,874,733 related
  • CRISTY GARCIA-THOMAS

    DIRECTOR, CHAIRPERSON, PRESIDENT

    Total calculated
    $2,303,486
    From this org
    $0
    From related orgs
    $2,125,493
    Other
    $177,993
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $669,819 related
    Bonus
    $0 + $1,053,896 related
    Other
    $0 + $401,778 related
    Deferred
    $0 + $140,625 related
    Nontaxable benefits
    $0 + $37,368 related
    Filer's total
    $0 + $2,303,486 related
  • MARK HUBER

    DIRECTOR, VICE CHAIRPERSON, VICE PRESIDENT

    Total calculated
    $592,478
    From this org
    $0
    From related orgs
    $496,000
    Other
    $96,478
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $341,382 related
    Bonus
    $0 + $135,868 related
    Other
    $0 + $18,750 related
    Deferred
    $0 + $72,827 related
    Nontaxable benefits
    $0 + $23,651 related
    Filer's total
    $0 + $592,478 related
  • SHARAIN HORN

    DIRECTOR

    Total calculated
    $62,451
    From this org
    $0
    From related orgs
    $51,311
    Other
    $11,140
    Hours/week
    1
  • DOMINIC NAKIS

    TREASURER

    Total calculated
    $6,517,941
    From this org
    $0
    From related orgs
    $6,387,589
    Other
    $130,352
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,923 related
    Bonus
    $0 + $2,594,726 related
    Other
    $0 + $3,579,940 related
    Deferred
    $0 + $121,372 related
    Nontaxable benefits
    $0 + $8,980 related
    Filer's total
    $0 + $6,517,941 related
  • SUE DWYER

    ASSISTANT TREASURER

    Total calculated
    $733,380
    From this org
    $0
    From related orgs
    $619,629
    Other
    $113,751
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,635 related
    Bonus
    $0 + $178,800 related
    Other
    $0 + $21,194 related
    Deferred
    $0 + $82,670 related
    Nontaxable benefits
    $0 + $31,081 related
    Filer's total
    $0 + $733,380 related
  • STEVE HUSER

    ASSISTANT TREASURER

    Total calculated
    $878,136
    From this org
    $0
    From related orgs
    $806,480
    Other
    $71,656
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $103,038 related
    Bonus
    $0 + $189,940 related
    Other
    $0 + $513,502 related
    Deferred
    $0 + $48,323 related
    Nontaxable benefits
    $0 + $23,333 related
    Filer's total
    $0 + $878,136 related
  • BRAD CLARK

    ASSISTANT TREASURER

    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
  • CARRIE DONOVAN

    ASSISTANT TREASURER

    Total calculated
    $901,466
    From this org
    $0
    From related orgs
    $774,644
    Other
    $126,822
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,217 related
    Bonus
    $0 + $216,046 related
    Other
    $0 + $37,381 related
    Deferred
    $0 + $92,513 related
    Nontaxable benefits
    $0 + $34,309 related
    Filer's total
    $0 + $901,466 related
  • JAMES DOHENY

    ASSISTANT TREASURER

    Total calculated
    $1,127,934
    From this org
    $0
    From related orgs
    $1,064,007
    Other
    $63,927
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $67,302 related
    Bonus
    $0 + $295,949 related
    Other
    $0 + $700,756 related
    Deferred
    $0 + $43,643 related
    Nontaxable benefits
    $0 + $20,284 related
    Filer's total
    $0 + $1,127,934 related
  • RACHEL HALVERSON

    ASSISTANT TREASURER

    Total calculated
    $537,349
    From this org
    $0
    From related orgs
    $477,791
    Other
    $59,558
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,861 related
    Bonus
    $0 + $57,893 related
    Other
    $0 + $37 related
    Deferred
    $0 + $32,400 related
    Nontaxable benefits
    $0 + $27,158 related
    Filer's total
    $0 + $537,349 related
  • MICHAEL VOLANTE

    ASSISTANT TREASURER

    Total calculated
    $304,325
    From this org
    $0
    From related orgs
    $256,767
    Other
    $47,558
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,990 related
    Bonus
    $0 + $43,015 related
    Other
    $0 + -$7,238 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $28,383 related
    Filer's total
    $0 + $304,325 related
  • ROBIN STOEN

    ASSISTANT TREASURER

    Total calculated
    $356,259
    From this org
    $0
    From related orgs
    $327,036
    Other
    $29,223
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,597 related
    Bonus
    $0 + $45,052 related
    Other
    $0 + -$613 related
    Deferred
    $0 + $9,829 related
    Nontaxable benefits
    $0 + $19,394 related
    Filer's total
    $0 + $356,259 related
  • MICHAEL GREBE

    SECRETARY

    Total calculated
    $3,702,479
    From this org
    $0
    From related orgs
    $3,603,425
    Other
    $99,054
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,133 related
    Bonus
    $0 + $1,229,539 related
    Other
    $0 + $2,231,753 related
    Deferred
    $0 + $96,507 related
    Nontaxable benefits
    $0 + $2,547 related
    Filer's total
    $0 + $3,702,479 related
  • RACHELLE HART

    ASST SECRETARY, SECRETARY

    Total calculated
    $1,286,154
    From this org
    $0
    From related orgs
    $1,155,480
    Other
    $130,674
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $597,772 related
    Bonus
    $0 + $374,964 related
    Other
    $0 + $182,744 related
    Deferred
    $0 + $103,904 related
    Nontaxable benefits
    $0 + $26,770 related
    Filer's total
    $0 + $1,286,154 related
  • MICHAEL KERNS

    ASSISTANT SECRETARY

    Total calculated
    $861,767
    From this org
    $0
    From related orgs
    $749,774
    Other
    $111,993
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,253 related
    Bonus
    $0 + $260,462 related
    Other
    $0 + $101,059 related
    Deferred
    $0 + $80,710 related
    Nontaxable benefits
    $0 + $31,283 related
    Filer's total
    $0 + $861,767 related
  • KATHERINE KETNER

    ASSISTANT SECRETARY

    Total calculated
    $347,536
    From this org
    $0
    From related orgs
    $317,371
    Other
    $30,165
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,115 related
    Bonus
    $0 + $81,180 related
    Other
    $0 + $1,076 related
    Deferred
    $0 + $18,403 related
    Nontaxable benefits
    $0 + $11,762 related
    Filer's total
    $0 + $347,536 related
  • JAMES SLINKMAN

    ASSISTANT SECRETARY

    Total calculated
    $823,811
    From this org
    $0
    From related orgs
    $712,395
    Other
    $111,416
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,751 related
    Bonus
    $0 + $232,619 related
    Other
    $0 + $69,025 related
    Deferred
    $0 + $80,370 related
    Nontaxable benefits
    $0 + $31,046 related
    Filer's total
    $0 + $823,811 related
  • ROBERT MARRS

    DIRECTOR AURORA FAMILY SVC OPS

    Total calculated
    $168,502
    From this org
    $154,495
    From related orgs
    $0
    Other
    $14,007
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $137,436
    Bonus
    $20,015
    Other
    -$2,956
    Deferred
    $4,724
    Nontaxable benefits
    $9,283
    Filer's total
    $168,502

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 — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433219349300223

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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