Form 990 for tax year 2024
Filed by ADVOCATE CHARITABLE FOUNDATION.
Totals
- Total revenue
- $40,020,137
- Total expenses
- $27,905,170
- Contributions and grants received
- $28,552,550
- Grants paid
- $18,018,337
- Program service revenue
- $0
- Investment income
- $11,173,714
- Other revenue
- $293,873
- Total assets, end of year
- $206,326,862
- Total liabilities, end of year
- $3,397,345
- Net assets or fund balances, end of year
- $202,929,517
- Program services expenses (Part IX)
- $18,236,687
- Management and general expenses
- $513,244
- Fundraising expenses
- $9,155,239
- Program service expenses (Part III)
- $18,236,687
Program services were 65.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$2,285,864
-
1d · Related organizations
$9,000,000
-
1e · Government grants (contributions)
$13,050
-
1f · All other contributions, gifts and grants
$17,253,636
-
1g · Noncash contributions included above
$3,208,358
-
3 · Investment income
total $96,947 · excluded $96,947
-
7a · Gross sales of assets other than inventory
securities $11,076,767
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $11,076,767
-
7d · Net gain or loss
total $11,076,767 · excluded $11,076,767
-
8a · Fundraising events: gross income
$292,329
-
8a · Fundraising events: contributions included on line 1c
$2,285,864
-
8b · Fundraising events: direct expenses
$819,186
-
8c · Net income from fundraising events
total -$526,857 · excluded -$526,857
-
9a · Gaming: gross income
$14,695
-
9b · Gaming: direct expenses
$4,875
-
9c · Net income from gaming
total $9,820 · excluded $9,820
-
11a · Other revenue: PROGRAM REIMBURSEMENT
total $810,910 · related or exempt $810,910
-
11e · Other revenue, total
$810,910
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $18,018,337 · program services $18,018,337
-
5 · Compensation of officers, directors and key employees
total $1,517,192 · program services $109,314 · management and general $43,725 · fundraising $1,364,153
-
7 · Other salaries and wages
total $4,317,209 · program services $66,313 · management and general $60,645 · fundraising $4,190,251
-
8 · Pension plan contributions
total $301,721 · program services $9,083 · management and general $5,397 · fundraising $287,241
-
9 · Other employee benefits
total $671,965 · program services $20,788 · management and general $11,992 · fundraising $639,185
-
10 · Payroll taxes
total $426,931 · program services $12,852 · management and general $7,637 · fundraising $406,442
-
11c · Fees: accounting
total $27,026 · management and general $27,026
-
11f · Fees: investment management
total $28,262 · management and general $28,262
-
11g · Fees: other
total $176,095 · management and general $36,000 · fundraising $140,095
-
12 · Advertising and promotion
total $3,042 · fundraising $3,042
-
13 · Office expenses
total $100,947 · fundraising $100,947
-
14 · Information technology
total $160,853 · fundraising $160,853
-
16 · Occupancy
total $45 · management and general $45
-
17 · Travel
total $48,045 · fundraising $48,045
-
19 · Conferences, conventions and meetings
total $95,315 · fundraising $95,315
-
21 · Payments to affiliates
total $7,670 · fundraising $7,670
-
22 · Depreciation, depletion and amortization
total $763 · management and general $763
-
23 · Insurance
total $224,677 · management and general $224,677
-
24a · Other expenses: FUNDRAISING MEETING
total $1,567,811 · management and general $0 · fundraising $1,567,811
-
24b · Other expenses: BAD DEBT
total $60,930 · management and general $60,930
-
24c · Other expenses: BANK FEES
total $6,145 · management and general $6,145
-
24d · Other expenses: DEVELOPMENT
total $276 · fundraising $276
-
24e · All other expenses
total $143,913 · fundraising $143,913
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $25,812,105 · end of year $24,760,947
-
2 · Savings and temporary cash investments
beginning of year $9,180,816 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $15,357,961 · end of year $20,911,937
-
10a · Land, buildings and equipment: cost or other basis
$39,076
-
10b · Land, buildings and equipment: accumulated depreciation
$38,189
-
10c · Land, buildings and equipment, net
beginning of year $1,650 · end of year $887
-
11 · Investments: publicly traded securities
beginning of year $135,993,446 · end of year $152,253,335
-
13 · Investments: program-related
beginning of year $2,527,792 · end of year $2,426,640
-
15 · Other assets
beginning of year $5,798,305 · end of year $5,973,116
-
17 · Accounts payable and accrued expenses
beginning of year $736,827 · end of year $561,373
-
25 · Other liabilities
beginning of year $2,609,915 · end of year $2,835,972
-
27 · Net assets without donor restrictions
beginning of year $24,244,821 · end of year $25,110,742
-
28 · Net assets with donor restrictions
beginning of year $167,080,512 · end of year $177,818,775
Mission and programs · 2024
Mission
SEE SCHEDULE O: TO EMBRACE THE MISSION OF ADVOCATE HEALTH CARE (A NON-FOR-PROFIT FAMILY OF HOSPITALS AND CAREGIVERS), CULTIVATE PHILANTHROPIC PARTNERSHIPS, AND INCREASE CHARITABLE SUPPORT OF ADVOCATE HEALTH CARE'S CLINICAL, EDUCATION AND RESEARCH PROGRAMS.
Activities or mission (Part I)
ADVOCATE CHARITABLE FOUNDATION (ACF) RAISES FUNDS FOR ADVOCATE HEALTH CARE. THE DONOR DETERMINES BOTH PROGRAM AND HOSPITAL WHICH BENEFIT FROM THE GIFT. THE FOUNDATION SERVES AS THE FIDUCIARY AGENT FOR THE GIFTS UNTIL USED FOR THE DONOR'S PURPOSE. ACF WILL USE 100% OF ALL DONATIONS FOR DONOR'S INTENDED PURPOSES AND PROGRAMS.ADVOCATE HEALTH CARE CONSISTS OF: ADVOCATE HEALTH & HOSPITALS CORPORATION (INCLUDING ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE GOOD SAMARITAN HOSPITAL, ADVOCATE GOOD SHEPHERD HOSPITAL, ADVOCATE LUTHERAN GENERAL HOSPITAL, ADVOCATE SOUTH SUBURBAN HOSPITAL, ADVOCATE TRINITY HOSPITAL, AND ADVOCATE MEDICAL GROUP), ADVOCATE NORTH SIDE HEALTH NETWORK, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE SHERMAN HOSPITAL, ADVOCATE HOME HEALTH SERVICES, ADVOCATE HOSPICE, AND VARIOUS SYSTEM-WIDE PROGRAMS.
-
GENERAL AND CLINICAL SUPPORTDONOR GIFTS WERE USED TO SUPPORT CLINICAL PROGRAMS BY REIMBURSING OPERATING EXPENSES AND BY PROVIDING CAPITAL EXPENDITURES FOR EQUIPMENT AND FACILITIES RENOVATION AND CONSTRUCTION. PROGRAMS FOR SPECIAL NEEDS PATIENTS SUPPORT INCLUDED AN ADULT DOWN SYNDROME CLINIC, DENTAL CARE FOR THE DISABLED, CHILDHOOD SEXUAL TRAUMA THERAPY, OLDER ADULT SERVICES, PEDIATRIC DEVELOPMENT EVALUATIONS AND TREATMENTS, AND NEONATAL BEREAVEMENT COUNSELING. CLINIC PROGRAMS WERE ENHANCED THROUGH CAPITAL PURCHASES SUCH AS EQUIPPING EMERGENCY ROOMS, RENOVATIONS OF SURGICAL SUITES, EXPANSIONS OF CARDIAC AND CANCER CARE CENTERS, DIAGNOSTIC IMAGING EQUIPMENT, AND REMODELING OF PEDIATRIC INTENSIVE CARE UNITS. COMMUNITY OUTREACH PROGRAMS SUPPORTED BY GIFTS INCLUDED SCHOOL-BASED HEALTH CLINICS, DENTAL PROGRAMS FOR SPECIAL NEEDS POPULATIONS, FAITH COMMUNITY PARTNERSHIPS INCLUDING PARISH NURSING, CHILDHOOD IMMUNIZATIONS, CHILD DEVELOPMENT EDUCATION, SAFETY PROGRAMS, PATIENT FAMILY SUPPORT, ADDICTION COUNSELING, HEALTH COMMUNICATION FOR THE DEAF, AND ASTHMA MANAGEMENT.
Expenses $16,474,950 · Grants $16,277,692 · Revenue $810,910
-
SCHOLARSHIPS AND EDUCATION PROGRAMSDONOR GIFTS WERE USED TO SUPPORT EDUCATION OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS, CONTINUING EDUCATION OF MEDICAL STAFF PHYSICIANS, PASTORAL CARE (HOSPITAL CHAPLAIN) EDUCATION, ADMINISTRATIVE FELLOWSHIPS, ACCREDITATION TRAINING FOR PARAMEDICS, FELLOWSHIPS IN HEALTH CARE ADMINISTRATION, A NURSING RESIDENCY, AND CONTINUING EDUCATION OF ADVOCATE AND COMMUNITY CAREGIVERS ESPECIALLY NURSES AND CLINICAL TECHNICIANS. MEDICAL LIBRARIES AND CLINICAL EDUCATION LEARNING CENTERS WERE ENHANCED BY DONOR GIFTS. THE SYSTEM EDUCATED ABOUT 1,400 MEDICAL STUDENTS, ABOUT 600 MEDICAL RESIDENTS AND FELLOWS, ABOUT 100 PASTORAL CARE STUDENTS, AND MORE THAN 10,000 NURSES AND OTHER CAREGIVERS. SCHOLARSHIPS ARE PROVIDED FOR CONTINUING EDUCATION OF EMPLOYEES AND TO STUDENTS IN HIGH SCHOOL AND COLLEGE INTERESTED IN HEALTH CARE OCCUPATIONS.
Expenses $776,424 · Grants $767,128
-
MEDICAL RESEARCHDONOR GIFTS WERE USED TO SUPPORT BOTH BASIC RESEARCH IN PEDIATRIC ONCOLOGY AND CLINICAL RESEARCH IN THE AREAS OF ADULT ONCOLOGY, CARDIOLOGY, ADDICTION MEDICINE, RENAL DISEASE, NEONATAL CARE, EMERGENCY MEDICINE, NURSING CLINICAL PROCEDURES, AND PEDIATRIC ONCOLOGY.
Expenses $970,755 · Grants $959,132
-
SMALL GIFTS ARE MADE TO UNRELATED 501 (C)(3) CHARITIES AS MEMORIAL GIFTS FOR DECEASED MEMBERS OF FAMILIES OF DONORS AND ADVOCATE ASSOCIATES. ALSO INCLUDED ARE THE TAX DEDUCTIBLE PORTION OF TICKETS TO EVENTS SPONSORED BY RELATED 501 (C)(3) CHARITIES WHICH DONATE TO ADVOCATE PROGRAMS.
Expenses $14,558 · Grants $14,385
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Anthony T SmithANTHONY T SMITH
DIRECTOR, CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 55 related
-
Randy VarjuRANDY VARJU
DIRECTOR, PRESIDENT
- Total calculated
- $813,816
- From this org
- $522,720
- From related orgs
- $0
- Other
- $291,096
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $5,794
- Bonus
- $0
- Other
- $516,926
- Deferred
- $289,213
- Nontaxable benefits
- $1,883
- Filer's total
- $813,816
-
Leslie WiningerLESLIE WININGER
DIRECTOR, PRESIDENT
- Total calculated
- $368,747
- From this org
- $0
- From related orgs
- $308,483
- Other
- $60,264
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $267,778 related
- Bonus
- $0 + $47,019 related
- Other
- $0 + -$6,314 related
- Deferred
- $0 + $32,444 related
- Nontaxable benefits
- $0 + $27,820 related
- Filer's total
- $0 + $368,747 related
-
James SkogsberghJAMES SKOGSBERGH
DIRECTOR
- Total calculated
- $30,862,679
- From this org
- $0
- From related orgs
- $28,850,544
- Other
- $2,012,135
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $1,753,853 related
- Bonus
- $0 + $14,440,055 related
- Other
- $0 + $12,656,636 related
- Deferred
- $0 + $1,991,487 related
- Nontaxable benefits
- $0 + $20,648 related
- Filer's total
- $0 + $30,862,679 related
-
William SantulliWILLIAM SANTULLI
DIRECTOR
- Total calculated
- $7,866,221
- From this org
- $0
- From related orgs
- $7,191,882
- Other
- $674,339
- Hours/week
- 1
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
-
Thomas Crawford Aka Pat CrawfordTHOMAS CRAWFORD AKA PAT CRAWFORD
DIRECTOR
- Total calculated
- $3,000
- From this org
- $0
- From related orgs
- $3,000
- Other
- $0
- Hours/week
- 1
-
Caroline SmithCAROLINE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ash LuthraASH LUTHRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank IgleskiFRANK IGLESKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andy StapletonANDY STAPLETON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rob PerriROB PERRI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Francesca PopperFRANCESCA POPPER
DIRECTOR
- Total calculated
- $302,420
- From this org
- $0
- From related orgs
- $284,185
- Other
- $18,235
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $224,878 related
- Bonus
- $0 + $55,567 related
- Other
- $0 + $3,740 related
- Deferred
- $0 + $8,544 related
- Nontaxable benefits
- $0 + $9,691 related
- Filer's total
- $0 + $302,420 related
-
Rev Dr Robert DavisREV DR ROBERT DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jp HillsJP HILLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dia NicholsDIA NICHOLS
DIRECTOR
- Total calculated
- $1,595,804
- From this org
- $0
- From related orgs
- $1,343,023
- Other
- $252,781
- Hours/week
- 1
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
-
Nan NelsonNAN NELSON
TREASURER
- Total calculated
- $1,744,966
- From this org
- $0
- From related orgs
- $1,472,483
- Other
- $272,483
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $777,681 related
- Bonus
- $0 + $470,058 related
- Other
- $0 + $224,744 related
- Deferred
- $0 + $242,042 related
- Nontaxable benefits
- $0 + $30,441 related
- Filer's total
- $0 + $1,744,966 related
-
Rachelle HartRACHELLE HART
SECRETARY, ASST SECRETARY
- Total calculated
- $1,326,374
- From this org
- $0
- From related orgs
- $1,101,754
- Other
- $224,620
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $614,765 related
- Bonus
- $0 + $357,466 related
- Other
- $0 + $129,523 related
- Deferred
- $0 + $197,216 related
- Nontaxable benefits
- $0 + $27,404 related
- Filer's total
- $0 + $1,326,374 related
-
Rachel HalversonRACHEL HALVERSON
ASSISTANT TREASURER
- Total calculated
- $791,532
- From this org
- $0
- From related orgs
- $726,813
- Other
- $64,719
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $459,421 related
- Bonus
- $0 + $261,388 related
- Other
- $0 + $6,004 related
- Deferred
- $0 + $33,350 related
- Nontaxable benefits
- $0 + $31,369 related
- Filer's total
- $0 + $791,532 related
-
Brad ClarkBRAD CLARK
ASSISTANT 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
-
Kevin FitchKEVIN FITCH
ASSISTANT TREASURER
- Total calculated
- $750,474
- From this org
- $0
- From related orgs
- $606,126
- Other
- $144,348
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $420,118 related
- Bonus
- $0 + $175,987 related
- Other
- $0 + $10,021 related
- Deferred
- $0 + $113,303 related
- Nontaxable benefits
- $0 + $31,045 related
- Filer's total
- $0 + $750,474 related
-
Michael KernsMICHAEL KERNS
ASSISTANT SECRETARY
- Total calculated
- $966,997
- From this org
- $0
- From related orgs
- $834,378
- Other
- $132,619
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $124,247 related
- Bonus
- $0 + $132,984 related
- Other
- $0 + $577,147 related
- Deferred
- $0 + $104,387 related
- Nontaxable benefits
- $0 + $28,232 related
- Filer's total
- $0 + $966,997 related
-
Katherine KetnerKATHERINE KETNER
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 55 related
-
Allyson RegnierALLYSON REGNIER
VP DEVELOPMENT
- Total calculated
- $272,057
- From this org
- $236,020
- From related orgs
- $0
- Other
- $36,037
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $195,364
- Bonus
- $46,510
- Other
- -$5,854
- Deferred
- $7,256
- Nontaxable benefits
- $28,781
- Filer's total
- $272,057
-
John HolmbergJOHN HOLMBERG
VP PLANNED GIVING
- Total calculated
- $245,272
- From this org
- $219,995
- From related orgs
- $0
- Other
- $25,277
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $179,306
- Bonus
- $42,589
- Other
- -$1,900
- Deferred
- $6,657
- Nontaxable benefits
- $18,620
- Filer's total
- $245,272
-
Jennifer Cosby-ThanosJENNIFER COSBY-THANOS
VP DEVELOPMENT
- Total calculated
- $246,809
- From this org
- $216,315
- From related orgs
- $0
- Other
- $30,494
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $178,547
- Bonus
- $42,317
- Other
- -$4,549
- Deferred
- $6,626
- Nontaxable benefits
- $23,868
- Filer's total
- $246,809
-
Davina MartinDAVINA MARTIN
VP DEVELOPMENT
- Total calculated
- $248,616
- From this org
- $236,645
- From related orgs
- $0
- Other
- $11,971
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $193,659
- Bonus
- $43,551
- Other
- -$565
- Deferred
- $3,636
- Nontaxable benefits
- $8,335
- Filer's total
- $248,616
-
Leslie LenzoLESLIE LENZO
FORMER OFFICER
- Total calculated
- $127,097
- From this org
- $0
- From related orgs
- $127,097
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $127,097 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $127,097 related
-
James SlinkmanJAMES SLINKMAN
FORMER OFFICER
- Total calculated
- $863,992
- From this org
- $0
- From related orgs
- $689,283
- Other
- $174,709
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $452,806 related
- Bonus
- $0 + $171,108 related
- Other
- $0 + $65,369 related
- Deferred
- $0 + $140,592 related
- Nontaxable benefits
- $0 + $34,117 related
- Filer's total
- $0 + $863,992 related
-
Dominica TallaricoDOMINICA TALLARICO
FORMER OFFICER
- Total calculated
- $928,597
- From this org
- $0
- From related orgs
- $489,709
- Other
- $438,888
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $489,709 related
- Deferred
- $0 + $438,888 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $928,597 related
-
Dominic NakisDOMINIC NAKIS
FORMER OFFICER
- Total calculated
- $4,607,851
- From this org
- $0
- From related orgs
- $3,375,856
- Other
- $1,231,995
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $3,375,856 related
- Deferred
- $0 + $1,231,323 related
- Nontaxable benefits
- $0 + $672 related
- Filer's total
- $0 + $4,607,851 related
-
James DohenyJAMES DOHENY
FORMER OFFICER
- Total calculated
- $558,789
- From this org
- $0
- From related orgs
- $531,922
- Other
- $26,867
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $531,922 related
- Deferred
- $0 + $17,094 related
- Nontaxable benefits
- $0 + $9,773 related
- Filer's total
- $0 + $558,789 related
-
Steve HuserSTEVE HUSER
FORMER OFFICER
- Total calculated
- $580,071
- From this org
- $0
- From related orgs
- $561,236
- Other
- $18,835
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $29,530 related
- Other
- $0 + $531,706 related
- Deferred
- $0 + $18,835 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $580,071 related
-
Michael GrebeMICHAEL GREBE
FORMER OFFICER
- Total calculated
- $1,140,568
- From this org
- $0
- From related orgs
- $1,076,461
- Other
- $64,107
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $1,076,461 related
- Deferred
- $0 + $64,107 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $1,140,568 related
-
Mary MatthewsMARY MATTHEWS
FORMER OFFICER
- Total calculated
- $466,787
- From this org
- $0
- From related orgs
- $414,011
- Other
- $52,776
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $312,185 related
- Bonus
- $0 + $74,808 related
- Other
- $0 + $27,018 related
- Deferred
- $0 + $33,350 related
- Nontaxable benefits
- $0 + $19,426 related
- Filer's total
- $0 + $466,787 related
-
Susan AbderholdenSUSAN ABDERHOLDEN
FORMER HCE
- Total calculated
- $183,967
- From this org
- $174,987
- From related orgs
- $0
- Other
- $8,980
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $174,987
- Deferred
- $0
- Nontaxable benefits
- $8,980
- Filer's total
- $183,967
-
Jo AmickJO AMICK
FORMER HCE
- Total calculated
- $197,140
- From this org
- $176,804
- From related orgs
- $0
- Other
- $20,336
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $121,438
- Bonus
- $52,590
- Other
- $2,776
- Deferred
- $13,922
- Nontaxable benefits
- $6,414
- Filer's total
- $197,140
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
- 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: DOMINIC NAKIS - $330,000 JAMES DOHENY - $273,416 MICHAEL KERNS - $349,434 JAMES SKOGSBERGH - $8,119,365 STEVE HUSER - $291,941 MICHAEL GREBE - $330,000 WILLIAM SANTULLI - $1,723,585 SUSAN ABDERHOLDEN - $178,073 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B 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 2024 AS FOLLOWS: NAN NELSON - $122,557 DOMINIC NAKIS - $121,372 RACHELLE HART - $103,904 MICHAEL GREBE - $96,507 MICHAEL KERNS - $80,710 STEVE HUSER - $48,323 JAMES DOHENY - $43,643 RACHEL HALVERSON - $32,400 JAMES SLINKMAN - $80,370 LESLIE LENZO - $1,796 WILLIAM SANTULLI - $324,949 DIA NICHOLS - $95,636 DOMINICA TALLARICO - $32,400 KEVIN FITCH - $56,223 JAMES SKOGSBERGH - $793,002 MARY MATTHEWS - $31,922 RANDY VARJU - $43,947 LESLIE WININGER - $29,986 FRANCESCA POPPER - $9,900 SUSAN ABDERHOLDEN - $30,197 JO AMICK - $22,128 ALLYSON REGNIER - $6,939 JOHN HOLMBERG - $6,348 DAVINA MARTIN - $4,891 BRAD CLARK - $80,691
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
-
ADVOCATE HEALTH & HOSPITALS CORP
$8,817,586
CLINICAL & GEN SPPRT
-
ADVOCATE NORTHSIDE HEALTH NETWORK
$1,358,584
CLINICAL & GEN SPPRT
-
ADVOCATE AURORA RESEARCH INSTITUTE
$943,617
MEDICAL RESEARCH
-
ADVOCATE HEALTH & HOSPITALS CORP
$574,419
SCHOLARSHIPS & EDUC
-
$502,895
CLINICAL & GEN SPPRT
-
ADVOCATE CONDELL MEDICAL CENTER
$490,327
CLINICAL & GEN SPPRT
-
$111,592
CLINICAL & GEN SPPRT
-
$99,586
SCHOLARSHIPS & EDUC
-
SCHOLARSHIPS & EDUC
-
$47,029
CLINICAL & GEN SPPRT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
ADVOCATE NORTH SIDE HEALTH NETWORK
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHHC
-
ADVOCATE HEALTH & HOSPITALS CORPORATION
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHCN
-
EHS HOME HEALTH CARE SERVICE INC
501(C)(3) · HOME CARE · IL
Directly controlled by AHHC
-
501(C)(3) · HOSPICE CARE · IL
Directly controlled by EHSHHCS
-
501(C)(3) · HEALTH CARE · IL
Directly controlled by ANSHN
-
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHCN
-
501(C)(3) · NURSING CARE · IL
Directly controlled by ASH
-
RAVENSWOOD HEALTHCARE FOUNDATION
501(C)(3) · FUNDRAISING · IL
-
MASONIC FAMILY HEALTH FOUNDATION
501(C)(3) · FUNDRAISING · IL
Directly controlled by MFHS
-
ADVOCATE CONDELL MEDICAL CENTER
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHHC
-
501(C)(3) · PARENT CORP · IL
-
501(C)(3) · SUPPORT ORG · DE
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
EVANGELICAL SERVICES CORPORATION
C · MGMT SERVICES · IL
-
ADVOCATE INSURANCE SPC
C · INSURANCE · CJ
-
ADVOCATE HOME CARE PRODUCTS
C · HEALTH SERVICES · IL
-
HIGH TECHNOLOGY INC
C · MEDICAL SERVICES · IL
-
PARKSIDE CENTER CONDO ASSOCIATION
C · PROPERTY MGMT · IL
-
DREYER CLINIC INC
C · MEDICAL SERVICES · IL
-
THE DELPHI GROUP IV INC
C · HEALTH COST MGMT · IL
-
ADVOCATE HPN NFP
C · HEALTH IMPRV MGMT · IL
-
ADVOCATE HEALTH PARTNERS
C · HEALTH CARE MGMT · IL
-
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
C · HEALTH CARE MGMT · IL
-
ADVOCATE PHYSICIAN PARTNERS RISK PURCH
C · GROUP MALPRACTICE · IL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503219349328570
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.