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Nonprofiteer
← ADVOCATE HEALTH INC

Form 990 for tax year 2024

Filed by ADVOCATE HEALTH INC.

Totals

Total revenue
$333,741
Total expenses
$2,174,126
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$27,010,979
Management and general expenses
-$24,836,853
Fundraising expenses
$0
Program service expenses (Part III)
$27,010,979

Program services were 1242.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHELE BAKER RICHARDSON

    DIRECTOR, CHAIR

    Total calculated
    $135,767
    From this org
    $0
    From related orgs
    $135,767
    Other
    $0
    Hours/week
    1

  • ANGELIQUE VINCENT

    DIRECTOR

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

  • RICHARD JAKLE

    DIRECTOR

    Total calculated
    $19,000
    From this org
    $0
    From related orgs
    $19,000
    Other
    $0
    Hours/week
    1

  • WILLIAM WARDEN

    DIRECTOR

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

  • WILLIAM CANNON JR

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • VICTORIA SUTTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN WENTE

    DIRECTOR

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

  • MARK REED

    DIRECTOR

    Total calculated
    $16,000
    From this org
    $16,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • PAMELA LEWIS DAVIES

    DIRECTOR

    Total calculated
    $127,433
    From this org
    $127,433
    From related orgs
    $0
    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

  • JOANNE BAUER

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

  • DONALD FLOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GRACIE COLEMAN

    DIRECTOR

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

  • CHARLES HARVEY

    DIRECTOR

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

  • JOANNE DISCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN DANIELS JR

    DIRECTOR

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    1

  • JOHN TIMMER

    DIRECTOR

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

  • EUGENE WOODS

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $25,781,275
    From this org
    $0
    From related orgs
    $22,870,197
    Other
    $2,911,078
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $4,634,321 related
    Bonus
    $0 + $14,440,055 related
    Other
    $0 + $3,795,821 related
    Deferred
    $0 + $2,901,934 related
    Nontaxable benefits
    $0 + $9,144 related
    Filer's total
    $0 + $25,781,275 related

  • JAMES SKOGSBERGH

    CO-CHIEF EXECUTIVE OFFICER

    Total calculated
    $30,862,679
    From this org
    $28,850,544
    From related orgs
    $0
    Other
    $2,012,135
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,753,853
    Bonus
    $14,440,055
    Other
    $12,656,636
    Deferred
    $1,991,487
    Nontaxable benefits
    $20,648
    Filer's total
    $30,862,679

  • BRETT DENTON

    EVP CHIEF LEGAL OFFICER, SECRETARY

    Total calculated
    $4,008,208
    From this org
    $0
    From related orgs
    $3,545,376
    Other
    $462,832
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,430,026 related
    Bonus
    $0 + $1,930,432 related
    Other
    $0 + $184,918 related
    Deferred
    $0 + $430,548 related
    Nontaxable benefits
    $0 + $32,284 related
    Filer's total
    $0 + $4,008,208 related

  • WILLIAM SANTULLI

    PRESIDENT MIDWEST REGION

    Total calculated
    $7,866,221
    From this org
    $0
    From related orgs
    $7,191,882
    Other
    $674,339
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $827,709 related
    Bonus
    $0 + $3,009,211 related
    Other
    $0 + $3,354,962 related
    Deferred
    $0 + $642,892 related
    Nontaxable benefits
    $0 + $31,447 related
    Filer's total
    $0 + $7,866,221 related

  • KEN HAYNES

    EVP CHIEF ENTERPRISE SERVICES OFFICER

    Total calculated
    $5,358,318
    From this org
    $0
    From related orgs
    $4,771,848
    Other
    $586,470
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,666,931 related
    Bonus
    $0 + $2,774,393 related
    Other
    $0 + $330,524 related
    Deferred
    $0 + $545,575 related
    Nontaxable benefits
    $0 + $40,895 related
    Filer's total
    $0 + $5,358,318 related

  • RICHARD KLEIN

    EVP CHIEF OF STAFF

    Total calculated
    $3,704,370
    From this org
    $0
    From related orgs
    $3,362,958
    Other
    $341,412
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,361 related
    Bonus
    $0 + $1,378,217 related
    Other
    $0 + $1,596,380 related
    Deferred
    $0 + $315,915 related
    Nontaxable benefits
    $0 + $25,497 related
    Filer's total
    $0 + $3,704,370 related

  • SHOEB SITAFALWALLA

    EVP CHIEF STRATEGY OFFICER

    Total calculated
    $3,223,967
    From this org
    $0
    From related orgs
    $2,716,754
    Other
    $507,213
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $988,534 related
    Bonus
    $0 + $1,639,426 related
    Other
    $0 + $88,794 related
    Deferred
    $0 + $476,014 related
    Nontaxable benefits
    $0 + $31,199 related
    Filer's total
    $0 + $3,223,967 related

  • MARY BETH KINGSTON

    EVP CHIEF NURSING OFFICER

    Total calculated
    $2,833,179
    From this org
    $0
    From related orgs
    $2,497,751
    Other
    $335,428
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $728,872 related
    Bonus
    $0 + $1,184,727 related
    Other
    $0 + $584,152 related
    Deferred
    $0 + $315,234 related
    Nontaxable benefits
    $0 + $20,194 related
    Filer's total
    $0 + $2,833,179 related

  • RASU SHRESTHA

    EVP CHIEF INNOVATION OFFICER

    Total calculated
    $3,510,575
    From this org
    $0
    From related orgs
    $3,117,375
    Other
    $393,200
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,086,592 related
    Bonus
    $0 + $1,775,718 related
    Other
    $0 + $255,065 related
    Deferred
    $0 + $363,584 related
    Nontaxable benefits
    $0 + $29,616 related
    Filer's total
    $0 + $3,510,575 related

  • KEVAN MABBUTT

    EVP CHIEF BRAND & CONSUMER OFFICER

    Total calculated
    $1,807,477
    From this org
    $0
    From related orgs
    $1,550,844
    Other
    $256,633
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $960,003 related
    Bonus
    $0 + $421,657 related
    Other
    $0 + $169,184 related
    Deferred
    $0 + $218,923 related
    Nontaxable benefits
    $0 + $37,710 related
    Filer's total
    $0 + $1,807,477 related

  • JULIE FREISCHLAG

    EVP CHIEF ACADEMIC OFFICER

    Total calculated
    $7,634,720
    From this org
    $0
    From related orgs
    $7,594,629
    Other
    $40,091
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,476,070 related
    Bonus
    $0 + $4,358,126 related
    Other
    $0 + $760,433 related
    Deferred
    $0 + $19,092 related
    Nontaxable benefits
    $0 + $20,999 related
    Filer's total
    $0 + $7,634,720 related

  • SCOTT RISSMILLER

    EVP CHIEF CLINICAL OFFICER

    Total calculated
    $4,323,003
    From this org
    $0
    From related orgs
    $3,836,000
    Other
    $487,003
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,403,489 related
    Bonus
    $0 + $2,094,708 related
    Other
    $0 + $337,803 related
    Deferred
    $0 + $447,977 related
    Nontaxable benefits
    $0 + $39,026 related
    Filer's total
    $0 + $4,323,003 related

  • GARY STUCK

    EVP CHIEF MEDICAL OFFICER

    Total calculated
    $5,031,929
    From this org
    $0
    From related orgs
    $4,546,690
    Other
    $485,239
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,932 related
    Bonus
    $0 + $1,911,215 related
    Other
    $0 + $2,101,543 related
    Deferred
    $0 + $462,273 related
    Nontaxable benefits
    $0 + $22,966 related
    Filer's total
    $0 + $5,031,929 related

  • JIM DUNN

    EVP CHIEF PEOPLE & CULTURE OFFICER

    Total calculated
    $380,123
    From this org
    $0
    From related orgs
    $380,123
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $380,123 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $380,123 related

  • BRAD CLARK

    EVP CHIEF FINANCIAL OFFICER, TREASURER

    Total calculated
    $2,933,092
    From this org
    $0
    From related orgs
    $2,513,703
    Other
    $419,389
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,697,429 related
    Bonus
    $0 + $713,004 related
    Other
    $0 + $103,270 related
    Deferred
    $0 + $390,217 related
    Nontaxable benefits
    $0 + $29,172 related
    Filer's total
    $0 + $2,933,092 related

  • BARBARA BYRNE

    EVP CHIEF INFORMATION OFFICER

    Total calculated
    $3,716,024
    From this org
    $0
    From related orgs
    $3,178,742
    Other
    $537,282
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,078,153 related
    Bonus
    $0 + $1,771,639 related
    Other
    $0 + $328,950 related
    Deferred
    $0 + $519,640 related
    Nontaxable benefits
    $0 + $17,642 related
    Filer's total
    $0 + $3,716,024 related

  • CAROL LOVIN

    EVP CHIEF OF STAFF & INTEGRATION

    Total calculated
    $3,881,370
    From this org
    $0
    From related orgs
    $3,476,868
    Other
    $404,502
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,163,466 related
    Bonus
    $0 + $1,951,658 related
    Other
    $0 + $361,744 related
    Deferred
    $0 + $387,150 related
    Nontaxable benefits
    $0 + $17,352 related
    Filer's total
    $0 + $3,881,370 related

  • KINNEIL COLTMAN

    EVP CHIEF CONSUMER & SOCIAL IMPACT OFFICER

    Total calculated
    $2,333,487
    From this org
    $0
    From related orgs
    $2,035,021
    Other
    $298,466
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $784,781 related
    Bonus
    $0 + $1,223,044 related
    Other
    $0 + $27,196 related
    Deferred
    $0 + $260,274 related
    Nontaxable benefits
    $0 + $38,192 related
    Filer's total
    $0 + $2,333,487 related

  • GABRIELLE FINLEY-HAZLE

    DIVISON PRESIDENT, WISCONSIN

    Total calculated
    $1,486,060
    From this org
    $0
    From related orgs
    $1,338,182
    Other
    $147,878
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,000,002 related
    Bonus
    $0
    Other
    $0 + $338,180 related
    Deferred
    $0 + $113,297 related
    Nontaxable benefits
    $0 + $34,581 related
    Filer's total
    $0 + $1,486,060 related

  • DIA NICHOLS

    DIVISON PRESIDENT, ILLINOIS

    Total calculated
    $1,595,804
    From this org
    $0
    From related orgs
    $1,343,023
    Other
    $252,781
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,000,002 related
    Bonus
    $0 + $347,262 related
    Other
    $0 + -$4,241 related
    Deferred
    $0 + $216,433 related
    Nontaxable benefits
    $0 + $36,348 related
    Filer's total
    $0 + $1,595,804 related

  • ANTHONY DEFURIO

    EVP, CFO, TREASURER

    Total calculated
    $4,324,005
    From this org
    $0
    From related orgs
    $4,324,005
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $2,281,466 related
    Other
    $0 + $2,042,539 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $4,324,005 related

  • KELLY JO GOLSON

    EVP CHIEF BRAND & CONSUMER OFFICER

    Total calculated
    $2,911,664
    From this org
    $0
    From related orgs
    $2,805,924
    Other
    $105,740
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $638,594 related
    Other
    $0 + $2,167,330 related
    Deferred
    $0 + $105,740 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,911,664 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 — 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
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.

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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349327728

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