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← ADVOCATE SHERMAN HOSPITAL

Form 990 for tax year 2022

Filed by ADVOCATE SHERMAN HOSPITAL.

Totals

Total revenue
$493,358,268
Total expenses
$499,817,550
Contributions and grants received
$3,773,517
Grants paid
-$20,000
Program service revenue
$487,784,065
Investment income
$967,792
Other revenue
$832,894
Total assets, end of year
$513,887,857
Total liabilities, end of year
$347,013,921
Net assets or fund balances, end of year
$166,873,936
Program services expenses (Part IX)
$397,766,614
Management and general expenses
$102,050,936
Fundraising expenses
$0
Program service expenses (Part III)
$397,766,614

Program services were 79.6% 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.

  • 1d · Related organizations

    $49,873

  • 1e · Government grants (contributions)

    $3,718,290

  • 1f · All other contributions, gifts and grants

    $5,354

  • 2a · Program service revenue: MEDICARE/MEDICAID

    total $172,698,877 · related or exempt $172,698,877

  • 2b · Program service revenue: PATIENT SVC REVENUE

    total $120,398,909 · related or exempt $120,398,909

  • 2c · Program service revenue: BLUE CROSS/MGD CARE

    total $105,153,424 · related or exempt $105,153,424

  • 2d · Program service revenue: PHARMACY

    total $47,588,661 · related or exempt $47,588,661

  • 2e · Program service revenue: LABORATORY

    total $41,944,194 · related or exempt $41,944,194

  • 3 · Investment income

    total $657,401 · excluded $657,401

  • 6a · Gross rents

    real property $228,247

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $228,247

  • 6d · Net rental income or loss

    total $228,247 · excluded $228,247

  • 7a · Gross sales of assets other than inventory

    other assets $461,610

  • 7b · Less cost or other basis and sales expenses

    other assets $151,219

  • 7c · Gain or loss

    other assets $310,391

  • 7d · Net gain or loss

    total $310,391 · excluded $310,391

  • 11a · Other revenue: CAFETERIA REVENUE

    total $580,029 · excluded $580,029

  • 11b · Other revenue: ALL OTHER REVENUE

    total $23,442 · excluded $23,442

  • 11c · Other revenue: MISCELLANEOUS

    total $1,176 · excluded $1,176

  • 11e · Other revenue, total

    $604,647

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total -$20,000 · program services -$20,000

  • 5 · Compensation of officers, directors and key employees

    total $621,771 · program services $621,771

  • 7 · Other salaries and wages

    total $100,575,173 · program services $95,329,310 · management and general $5,245,863

  • 8 · Pension plan contributions

    total $2,447,947 · program services $2,447,947

  • 9 · Other employee benefits

    total $13,785,607 · program services $13,611,214 · management and general $174,393

  • 10 · Payroll taxes

    total $7,609,270 · program services $7,295,800 · management and general $313,470

  • 11a · Fees: management

    total $1,327 · management and general $1,327

  • 11b · Fees: legal

    total $16,243 · management and general $16,243

  • 11d · Fees: lobbying

    total $42,108 · management and general $42,108

  • 11g · Fees: other

    total $66,676,088 · management and general $66,676,088

  • 12 · Advertising and promotion

    total $16,860 · program services $16,860

  • 13 · Office expenses

    total $1,809,421 · program services $1,769,686 · management and general $39,735

  • 14 · Information technology

    total $330,608 · program services $330,608

  • 16 · Occupancy

    total $1,760,034 · program services $1,759,173 · management and general $861

  • 17 · Travel

    total $61,368 · program services $61,368

  • 19 · Conferences, conventions and meetings

    total $67,813 · program services $61,913 · management and general $5,900

  • 20 · Interest

    total $19,001,491 · program services $19,001,491

  • 21 · Payments to affiliates

    total $2,170 · program services $2,170

  • 22 · Depreciation, depletion and amortization

    total $18,110,207 · program services $18,110,207

  • 23 · Insurance

    total $6,085,742 · program services $6,085,742

  • 24a · Other expenses: OTHER INTERCOMPANY

    total $126,198,219 · program services $126,195,396 · management and general $2,823

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $60,034,046 · program services $60,032,951 · management and general $1,095

  • 24c · Other expenses: OTHER

    total $30,941,811 · program services $1,410,781 · management and general $29,531,030

  • 24d · Other expenses: INCOME TAXES

    total $3,254 · program services $3,254 · management and general $0

  • 24e · All other expenses

    total $43,638,972 · program services $43,638,972

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,276,008 · end of year -$4,113

  • 2 · Savings and temporary cash investments

    end of year $14,017,424

  • 3 · Pledges and grants receivable

    beginning of year $414,476 · end of year $88,761

  • 4 · Accounts receivable

    beginning of year $35,852,328 · end of year $37,944,480

  • 8 · Inventories for sale or use

    beginning of year $8,563,761 · end of year $10,462,592

  • 9 · Prepaid expenses and deferred charges

    beginning of year $188,277 · end of year $223,955

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

    $372,244,316

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

    $168,814,979

  • 10c · Land, buildings and equipment, net

    beginning of year $218,466,924 · end of year $203,429,337

  • 11 · Investments: publicly traded securities

    beginning of year $202,752,326 · end of year $175,546,394

  • 13 · Investments: program-related

    beginning of year $4,367,269 · end of year $4,498,092

  • 15 · Other assets

    beginning of year $27,597,322 · end of year $67,680,935

  • 17 · Accounts payable and accrued expenses

    beginning of year $105,990,461 · end of year $126,552,899

  • 20 · Tax-exempt bond liabilities

    beginning of year -$623,305 · end of year $0

  • 25 · Other liabilities

    beginning of year $229,710,435 · end of year $220,461,022

  • 27 · Net assets without donor restrictions

    beginning of year $173,279,895 · end of year $166,820,613

  • 28 · Net assets with donor restrictions

    beginning of year $121,205 · end of year $53,323

Mission and programs · 2022

Mission

THE MISSION OF ADVOCATE SHERMAN HOSPITAL IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD.

Activities or mission (Part I)

SERVE HEALTH NEEDS OF COMMUNITIES THROUGH WHOLISTIC PHILOSOPHY ROOTED IN FUNDAMENTAL UNDERSTANDING OF HUMANS AS CREATED IN THE IMAGE OF GOD.

  • FINANCIAL ASSISTANCE (CHARITY CARE) AND TRAUMA CARE. PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY.AS PART OF ITS COMMUNITY HEALTH STRATEGY, ADVOCATE SHERMAN HOSPITAL (ADVOCATE SHERMAN) IS COMMITTED TO PROMOTING INITIATIVES THAT ENAHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. AN EXAMPLE OF THIS IS THE PROVISION OF FINANCIAL ASSISTANCE. ADVOCATE SHERMAN HOSPITAL OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED, AND PROVIDING DISCOUNTS TO UNINSURED AND INSURED PATIENTS. PATIENTS EARNING UP TO SIX TIMES THE FPL, AND INSURED PATIENTS EARNING UP TO TWO AND HALF TIMES THE FPL, MAY QUALIFY FOR A FULL OR PARTIAL FINANCIAL ASSISTANCE DISCOUNT. ADDITIONALLY, A CATASTROPHIC ASSISTANCE DISCOUNT IS AVAILABLE FOR UNINSURED AND INSURED PATIENTS WHOSE INCOMES EXCEED THE TRADITIONAL FINANCIAL ASSISTANCE INCOME GUIDELINES AND HAVE OUTSTANDING PATIENT BALANCES OF $25,000 OR MORE FOR A SINGLE DATE OF SERVICE OR SUM OF SEVERAL DATES OF SERVICE. THESE PATIENTS MAY QUALIFY TO RECEIVE A FINANCIAL ASSISTANCE DISCOUNT THAT REDUCES THEIR OUTSTANDING BALANCE TO 25% OF THEIR NET INCOME. FOR UNINSURED PATIENTS, ADVOCATE SHERMAN HOSPITAL WILL PRESUMPTIVELY PROVIDE FINANCIAL ASSISTANCE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY. IN THESE CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA ARE NOT AVAILABLE FOR UNINSURED PATIENTS, FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. ADVOCATE SHERMAN HOSPITAL EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL. THE HOSPITAL CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP. THE HOSPITAL MAINTAINS HIGHLY VISIBLE SIGNAGE AND BROCHURES IN MULTIPLE LANGUAGES TO INFORM PATIENTS OF THE AVAILABILITY OF FINANCIAL HELP AND FINANCIAL COUNSELORS. INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAM AND AN APPLICATION IS PROVIDED TO ALL UNINSURED PATIENTS DURING REGISTRATION AND IS MAILED TO THEM IN ADVANCE OF THE FIRST PATIENT BILLING. AFTER THAT, EACH UNINSURED PATIENT'S BILL INCLUDES SUMMARY INFORMATION REGARDING THE FINANCIAL ASSISTANCE PROGRAM.

    Expenses $394,011,951 · Grants -$20,000 · Revenue $486,818,318

  • PROVISION OF NURSING EDUCATION AND OTHER MEDICAL PROFESSIONALS' EDUCATION. ADVOCATE SHERMAN STAFF DEVOTE THEIR TIME TO DEVELOPING PROFICIENCY AND EXCELLENCE IN NURSING STUDENTS SENT TO THE HOSPITAL FROM AREA COLLEGES AND UNIVERSITIES. THE HOSPITAL'S REGISTERED NURSES SUPERVISED AND TAUGHT 272 UNDERGRADUATE NURSING STUDENTS AT A COST OF $1.1 MILLION TO THE HOSPITAL IN 2022. ADVOCATE SHERMAN STAFF ALSO TRAIN STUDENTS FROM AREA COLLEGES AND UNIVERSITIES IN OTHER CLINICAL AREAS AS WELL INCLUDING, BUT NOT LIMITED TO, PHYSICAL, OCCUPATIONAL, SPEECH AND REHABILITATION THERAPY, ULTRASOUND, MAMMOGRAPHY, PHARMACY, LABORATORY, AS WELL AS DIETARY AND HEALTH INFORMATION MANAGEMENT, AT A COST OF NEARLY $2.5 MILLION.

    Expenses $3,754,663

  • HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. ADVOCATE SHERMAN CLINICIANS PROVIDE CARE TO THE COMMUNITY BOTH AT THE HOSPITAL AND IN THE COMMUNITY. ADVOCATE SHERMAN HAS MORE THAN 35 YEARS OF CARDIOVASCULAR EXCELLENCE FOCUSING ON PROACTIVELY PREVENTING, DIAGNOSING AND TREATING AN ARRAY OF HEART CONDITIONS. AS AN ACCREDITED CHEST PAIN CENTER THROUGH THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, ADVOCATE SHERMAN IS DEDICATED TO THE CARE OF ITS CARDIAC PATIENTS. THIS ACCREDITATION MEANS THAT THE HOSPITAL INTEGRATES THE INDUSTRY'S BEST PRACTICES TO PROVIDE THE BEST POSSIBLE OUTCOMES IN CARDIAC CARE. THE HOSPITAL'S HEART FAILURE PROGRAM HAS ACHIEVED ADVANCED CERTIFICATION IN HEART FAILURE DESIGNATION FOR BEST PRACTICES IN CARING FOR HEART FAILURE PATIENTS. IN 2022, ADVOCATE SHERMAN PROVIDED 2,566 CARDIAC CATHERIZATIONS AND 87 INPATIENT CARDIOVASCULAR OPEN-HEART SURGERIES. ADVOCATE SHERMAN IS RECOGNIZED AS A CENTER OF EXCELLENCE IN TREATING DISEASES AND INJURIES OF MUSCLES, BONES AND JOINTS AND IS A LEADER IN STATE-OF-THE-ART ORTHOPEDIC DIAGNOSTIC AND TREATMENT OPTIONS. DEPENDING ON THE INJURY OR ILLNESS, TREATMENT CAN RANGE FROM NON-SURGICAL OPTIONS, SUCH AS CASTS, SPLINTS AND PHYSICAL THERAPY, TO SURGICAL OPTIONS, FROM MINIMALLY INVASIVE ARTHROSCOPY TO TOTAL JOINT REPLACEMENT. IN 2022, ADVOCATE SHERMAN PERFORMED 1,300 ORTHOPEDIC SURGERIES (INPATIENT AND OUTPATIENT). ADVOCATE SHERMAN'S CANCER CARE CENTER IS ACCREDITED THROUGH THE COMMISSION ON CANCER (COC) AND THE NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS (NAPBC). THE HOSPITAL IS A LEADER IN THE GREATER ELGIN AREA FOR CANCER CAREPROMOTING HEALTHY LIFESTYLES, FOCUSING ON PREVENTIVE AND INNOVATIVE MEDICINE, ESTABLISHING A COMPREHENSIVE GENETIC PROGRAM, SECURING NURSE NAVIGATION, ENHANCING THE ONCOLOGY SERVICE LINE (INPATIENT, OUTPATIENT AND COMMUNITY), AS WELL AS PARTNERING WITH THE AMERICAN CANCER SOCIETY, LIVING WELL AND JOURNEY CARE. IN ADDITION, THE HOSPITAL PARTICIPATED IN A COLEMAN GRANT FOR SUPPORTIVE ONCOLOGY AND NATIONAL CANCER INSTITUTE/YALE UNIVERSITY GRANT FOR DISTRESS SCREENING. THE HOSPITAL IS ALSO FOCUSED ON DEVELOPING NEW EDUCATION AND PREVENTION PROGRAMS (INCLUDING COLORECTAL CANCER OUTREACH AND SCREENINGS, AND LUNG CANCER SCREENINGS), ENHANCEMENTS TO GENETIC COUNSELING, THE ADDITION OF AN ONCOLOGY NURSE NAVIGATION RESOURCE, INCLUDING AN ONCOLOGY FINANCIAL NAVIGATOR AND A PARTNERSHIP WITH ADVOCATE LUTHERAN GENERAL FOR RESEARCH AND CLINICAL TRIALS. ADVOCATE SHERMAN'S PRIMARY STROKE CENTER IS ACCREDITED THROUGH DET NORSKE VERITAS HEALTHCARE, INC. (DNV HEALTHCARE). THE SCOPE OF THE PROGRAM ENCOMPASSES THE ADULT POPULATION ENTERING THE HOSPITAL WITH A HEMORRHAGIC/ISCHEMIC STROKE OR TRANSIENT ISCHEMIC ATTACK (TIA) DIAGNOSIS. DATA IS ABSTRACTED, SUBMITTED AND REPORTED THROUGH THE STROKE DATA REGISTRY AND THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. OTHER IMPORTANT HOSPITAL-BASED SERVICES INCLUDE THE COMPLETE CARE CENTER (CCC) WHICH INCLUDES NONINVASIVE CARDIOLOGY SERVICES, HEART FAILURE RECOVERY, NEURODIAGNOSTICS, ANTI-COAGULATION, HEALTH MANAGEMENT RESOURCES (HMR) WEIGHT MANAGEMENT PROGRAM, DIABETES/NUTRITION, WOUND CARE AND HYPERBARIC OXYGEM THERAPY AND PULMONARY FUNCTION LAB. IN 2022, THE CCC PROVIDED 49,309 PATIENT VISITS THROUGH THE ABOVE PROGRAMS. HOSPITAL CLINICIANS ALSO PROVIDE CARE TO PATIENTS AT SEVERAL OFF-SITE LOCATIONS INCLUDING THREE IMMEDIATE CARE CENTERS FOR IMAGING, LABORATORY, PHYSICAL REHABILITATION AND PRIMARY CARE SERVICES, AS WELL AS A STAND-ALONE IMAGING CENTER. ADVOCATE SHERMAN CLINICIANS LEAD PRENATAL/ CHILDBIRTH, PARENTING EDUCATION AND DIABETES EDUCATION CLASSES. THE HOSPITAL ALSO PROVIDES SUPPORT GROUPS FOCUSED ON INDIVIDUALS STRUGGLING WITH HEALTH ISSUES, SUCH AS DIABETES, HEART DISEASE, CANCERS, OSTOMIES AND BREASTFEEDING.

  • DESCRIPTION OF ADVOCATE SHERMAN HOSPITAL. ADVOCATE HEALTH CARE BASED IN ILLINOIS AND AURORA HEALTH CARE BASED IN WISCONSIN MERGED TO BECOME ADVOCATE AURORA HEALTH IN APRIL 2018. ADVOCATE SHERMAN IS A 255-BED NOT-FOR-PROFIT HOSPITAL LOCATED IN ELGIN, ILLINOIS, AND IS ONE OF 27 ACUTE CARE HOSPITALS IN THE ADVOCATE AURORA HEALTH SYSTEM. ADVOCATE SHERMAN PROVIDES ACUTE INPATIENT AND OUTPATIENT MEDICAL CARE TO INDIVIDUALS RESIDING IN THE GREATER ELGIN, ILLINOIS AREA. FOUNDED IN 1888, THE HOSPITAL HAS EXPANDED ITS SERVICES TO SEVERAL OFF-SITE LOCATIONS, INCLUDING THREE IMMEDIATE CARE CENTERS AND A STAND-ALONE IMAGING CENTER. AT ALL THESE SITES OF CARE, THE HOSPITAL'S 952 CREDENTIALED PHYSICIANS AND 1,681 TEAM MEMBERS (EMPLOYEES) PROVIDE QUALITY AND COMPASSIONATE CARE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES RECEIVED. THE HOSPITAL HAS OPERATED IN ITS CURRENT LOCATION ON RANDALL ROAD SINCE DECEMBER 2009. ADVOCATE SHERMAN HAS BEEN RECOGNIZED FOR ITS COMMITMENT TO CONTINUALLY IMPROVING PERFORMANCE AND PATIENT CARE AS DEMONSTRATED THROUGH ITS ACHIEVEMENT OF SEVERAL AWARDS. CONSIDERED THE NATIONAL "GOLD STANDARD" FOR NURSING EXCELLENCE AMONG HOSPITALS, THE HOSPITAL HAS RECEIVED MAGNET RECOGNITION BY THE AMERICAN NURSES CREDENTIALING CENTER, AN AFFILIATE OF THE AMERICAN NURSES ASSOCIATION. MAGNET RECOGNITION IS GIVEN ONLY TO HOSPITALS THAT SATISFY A SET OF CRITERIA DESIGNED TO MEASURE STRENGTH AND QUALITY IN NURSING CARE WITH LESS THAN SEVEN PERCENT OF HOSPITALS NATION-WIDE ACHIEVING THIS STATUS. THE CENTER FOR BREAST CARE AT ADVOCATE SHERMAN IS DESIGNATED AS A BREAST IMAGING CENTER OF EXCELLENCE BY THE AMERICAN COLLEGE OF RADIOLOGY FOR ITS DEDICATION TO IMPROVING WOMEN'S HEALTH. THE HOSPITAL IS ALSO AN ACCREDITED CHEST PAIN CENTER, WHICH MEANS THE HOSPITAL INTEGRATES THE INDUSTRY'S BEST PRACTICES AND NEWEST MODELS TO PROVIDE THE BEST POSSIBLE OUTCOMES IN CARDIAC CARE. THE HOSPITAL'S HEART FAILURE PROGRAM RECEIVED GOLD LEVEL RECOGNITION FROM THE AMERICAN HEART ASSOCIATION'S "GET WITH THE GUIDELINES-HEART FAILURE PROGRAM" FOR COMMITMENT TO IMPROVING QUALITY CARE. THE HOSPITAL IS ALSO CERTIFIED AS A PRIMARY STROKE CENTER BY DNV-GL HEALTHCARE.ADVOCATE SHERMAN'S HEALTHCARE PROVIDERS ARE ENGAGED IN ONGOING EFFORTS FOCUSED ON QUALITY IMPROVEMENT INITIATIVES. THESE PROVIDERS USE EVIDENCE-BASED PRACTICES AS AN APPROACH TO IMPROVE QUALITY WHILE REDUCING UNNECESSARY VARIATION IN PRACTICE, COST AND HOSPITALIZATION. THESE EFFORTS ARE DESIGNED TO MAINTAIN AND ENHANCE PATIENT, STAFF AND VISITOR SAFETY AND TO IMPROVE THE ENVIRONMENT OF CARE. WITH A TEAM OF NEARLY 34 CARDIOLOGISTS, ADVOCATE SHERMAN HAS OVER 35 YEARS OF EXERIENCE WITH OPEN HEART PROCEDURES AND ALL FORMS OF CARDIAC CARE. IN ADDITION TO A WIDE RANGE OF CARDIOVASCULAR SERVICES, THE HOSPITAL IS ALSO AN ACCREDITED CHEST PAIN CENTER WITH DEDICATED INTERVENTIONAL CARDIOLOGISTS AND CARDIOLOGY AND EMERGENCY PERSONNEL TRAINED IN RAPID RESPONSE AND TREATMENT OF HEART ATTACKS, WHICH HELPS ENSURE REDUCED HEART MUSCLE DAMAGE AND SAVES LIVES. THE HOSPITAL'S CENTER FOR CANCER CARE OFFERS THE LATEST CANCER TREATMENTS AND STATE-OF-THE-ART TECHNOLOGY IN AN ENVIRONMENT CUSTOM-DESIGNED FOR HEALING AND COMPASSIONATE CARE. THE CENTER FOR ADVANCED LIVER & PANCREATIC CARE PROVIDES PATIENTS WITH ACCESS TO SPECIALIZED CARE FOR THE TREATMENT OF A WIDE RANGE OF LIVER AND PANCREATIC DISEASES THAT TYPICALLY HAVE ONLY BEEN TREATED AT ACADEMIC MEDICAL CENTERS. ADVOCATE SHERMAN ACHIEVED RECOGNITION AS A BABY FRIENDLY HOSPITAL IN 2016 AND MAINTAINED THIS RECOGNITION IN 2022 THE CORE COMPONENTS OF THE BABY-FRIENDLY HOSPITAL INITIATIVE (BFHI) ARE THE UNICEF/WHO TEN STEPS TO SUCCESSFUL BREASTFEEDING, WHICH ARE DESIGNED TO FACILITATE THE ROLE OF THE BIRTHING FACILITY IN PROVIDING WOMEN THE INFORMATION, CARE PRACTICES AND OPPORTUNITY TO BREASTFEED, REGARDLESS OF THE METHOD OF BIRTH. NATIONAL HEALTHY PEOPLE 2030 OBJECTIVES TO INCREASE AND EXTEND BREASTFEEDING ARE ALIGNED WITH THIS INITIATIVE. AS AN ADVOCATE AURORA HOSPITAL, ADVOCATE SHERMAN SUPPORTS THE ORGANIZATION'S VISION OF "WE HELP PEOPLE LIVE WELL AND TO FULFILL ITS VALUES OF: EXCELLENCE WE ARE A TOP PERFOMER IN ALL THAT WE DO; COMPASSION WE UNSELFISHLY CARE FOR OTHERS; AND RESPECT WE VALUE THE UNIQUE NEEDS AND PREFERENCES OF ALL PEOPLE. POPULATION SERVED. ADVOCATE SHERMAN PROVIDES QUALITY HEALTH CARE TO INDIVIDUALS REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2022, THE HOSPITAL'S PHYSICIANS AND TEAM MEMBERS TREATED 11,844 INPATIENT ADMISSIONS, INCLUDING 2,006 DELIVERIES, AND HANDLED 308,127 OUTPATIENT VISITS. AS A LEVEL II TRAUMA CENTER, ADVOCATE SHERMAN PROVIDED 1,734 TRAUMA VISITS AND 58,936 EMERGENCY DEPARTMENT VISITS IN 2022. ADVOCATE SHERMAN SERVES A PRIMARY SERVICE AREA (PSA) INCLUDING 298,893 PEOPLE WHO RESIDE IN THE ILLINOIS COMMUNITIES OF ALGONQUIN, CARPENTERSVILLE, WEST DUNDEE, ELGIN, GILBERTS, HUNTLEY , LAKE IN THE HILLS AND SOUTH ELGIN.ACCORDING TO THE 2019 CHNA, IN THE ADVOCATE SHERMAN PSA, 9.4 PERCENT OF THE POPULATION IS LIVING BELOW THE FEDERALPOVERTY LELVE (FPL), WHICH IS LESS THAN THE STATE OF ILLINOIS RATE OF 13.5 PERCENT AND THE U.S. RATE OF 14.6 PERCENT. THERE IS A TOTAL OF 5,608 FAMILIES (7.3 PERCENT OF TOTAL FAMILIES) LIVING BELOW THE FEDERAL POVERTY LEVEL. THE COMMUNITIES WITH THE LARGEST PERCENTAGE OF FAMILIES LIVING BELOW THE FEDERAL POVERTY LEVEL ARE THOSE IN CARPENTERSVILLE (60110) AT14.55 PERCENT, ELGIN (60120) AT 12.01 PERCENT AND ELGIN (60123) AT 10.97 PERCENT. THE PSA MEDIAN HOUSEHOLD INCOME IS $83,604. A HIGH PORTION OF THE PSA POPULATION IS OF LATINO ETHNICITY (TWENTY-NINE PERCENT). THERE IS ALSO A LOW RATE OF AFRICAN AMERICAN POPULATION (4.79%) IN THE PSA.COMMITMENT TO THE COMMUNITY. EVEN IN THE FACE OF LOW REIMBURSEMENTS, ADVOCATE SHERMAN IS DEDICATED TO MAINTAINING A STRONG PRESENCE WITHIN ITS COMMUNITY AND CONTINUES TO MONITOR EXPENDITURES TO MAKE CERTAIN THAT THE PROGRAMS AND SERVICES SUPPORTED ARE IN DIRECT RESPONSE TO COMMUNITY NEED. IN 2022, ADVOCATE SHERMAN PROVIDED OVER $56.4 MILLION IN COMMUNITY BENEFIT PROGRAMS AND SERVICES .THESE BENEFITS INCLUDED NOT ONLY THE COST OF FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID AND MEDICARE, FOR EXAMPLE, BUT ALSO THE COST FOR IMPLEMENTING AND SUSTAINING PROGRAMS SPECIFICALLY DESIGNED TO MEET THE HEALTH CARE NEEDS OF THE COMMUNITY.PARTNERING TO ASSESS COMMUNITY NEEDS. ADVOCATE SHERMAN HAS BEEN WORKING COLLABORATIVELY WITH THE MCHENRY COUNTY DEPARTMENT OF PUBLIC HEALTH AND THE KANE COUNTY HEALTH DEPARTMENT TO ASSESS THE HEALTH NEEDS OF THE COMMUNITY. PARTICIPATING IN THE COUNTY-WIDE HEALTH ASSESSMENTS LED BY BOTH HEALTH DEPARTMENTS, ADVOCATE SHERMAN'S COMMUNITY HEALTH TEAM MEMBERS HAVE PLAYED IMPORTANT ROLES ON THE EXECUTIVE LEADERSHIP OVERSIGHT COMMITTEES AND SUB-COMMITTEES OF THESE INITIATIVES. OTHER SHERMAN HOSPITAL LEADERS SERVE IN KEY LEADERSHIP ROLES IN THE OVERSIGHT COMMITTEES OF BOTH COUNTIES, AS WELL AS SERVING ON MANY SUBCOMMITTEES. ADVOCATE SHERMAN ALSO FOCUSES ITS INTERNAL STRENGTHS TO ASSESS COMMUNITY NEEDS AND TO GUIDE PROGRAM DEVELOPMENT. THE HOSPITAL'S COMMUNITY HEALTH DEPARTMENT PLAYS A KEY ROLE IN WORKING COLLABORATIVELY WITH INTERNAL HOSPITAL DEPARTMENTS AS WELL AS WITH COMMUNITY PARTNERS TO ENHANCE THE HEALTH OF THE COMMUNITY. COMMUNITY STRATEGY AND EXAMPLES OF PROGRAMS AND SERVICE ACCOMPLISHMENTS. AS A HOSPITAL WITHIN THE ADVOCATE AURORA HEALTH SYSTEM, ADVOCATE SHERMAN HOSPITAL IMPLEMENTATION PLANS AND STRATEGIES ALIGN WITH THE AAH SYSTEM STRATEGY. THROUGH THIS COMMUNITY STRATEGY, THE HOSPITAL WILL BUILD HEALTH EQUITY, ENSURE ACCESS AND IMPROVE HEALTH OUCOMES IN ITS COMMUNITY THROUGH EVIDENCE-INFORMED SERVICES AND INNOVATIVE PARTHERSHIPS BY ADDRESSING MEDICAL NEEDS AND SOCIAL DETERMINANTS OF HEALTH. BASED ON NEED AND EFFECT ON HEALTH EQUITY AS IDENTIFIED IN THE AAH HOSPITALS CHNA REPORTS AND ON INDUSTRY LITERATURE, THE FOLLOWING SIX FOCUS AREAS HAVE BEEN PRIORITIZED AND ARE THE FOUNDATION ON WHICH THE HOSPITAL-SPECIFIC IMPLEMENATION PLANS ARE BUILT. THE FOCUS AREAS ARE: 1) ACCESS TO PRIMARY MEDICAL HOMES; 2) ACCESS TO BEHAVIORAL HEALTH SERVICES; 3) WORKFORCE DEVELOPMENT; 4) COMMUNITY SAFETY; 5) AFFORDABLE HOUSING; AND 6) WORKFORCE DEVELOPMENT. EACH STRATEGY FOCUS AREA AND EXAMPLES OF ADVOCATE SHERMAN HOSPITAL PROGRAMS AND ACTIVITIES ADDRESSING THAT STRATEGY ARE PROVIDED BELOW.

    Revenue $965,747

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Linda Wallace

    DIRECTOR, ASSISTANT SECRETARY

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Rev Dr Nathaniel Edmond

    CHAIRPERSON, DIRECTOR

    Total calculated
    $15,100
    From this org
    $7,100
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1 + 1 related
  • Craig Lamp

    DIRECTOR, VICE CHAIRPERSON

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Sheri De Shazo

    PRESIDENT, DIRECTOR

    Total calculated
    $735,345
    From this org
    $621,771
    From related orgs
    $0
    Other
    $113,574
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $444,252
    Bonus
    $160,210
    Other
    $17,309
    Deferred
    $80,706
    Nontaxable benefits
    $32,868
    Filer's total
    $735,345
  • Karen Lambert

    DIRECTOR

    Total calculated
    $1,351,925
    From this org
    $0
    From related orgs
    $1,206,986
    Other
    $144,939
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,213 related
    Bonus
    $0 + $438,885 related
    Other
    $0 + $78,888 related
    Deferred
    $0 + $112,071 related
    Nontaxable benefits
    $0 + $32,868 related
    Filer's total
    $0 + $1,351,925 related
  • William Hoffer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Azmey Matarieh

    DIRECTOR

    Total calculated
    $886,645
    From this org
    $0
    From related orgs
    $820,354
    Other
    $66,291
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,008 related
    Bonus
    $0 + $326,871 related
    Other
    $0 + -$6,525 related
    Deferred
    $0 + $29,650 related
    Nontaxable benefits
    $0 + $36,641 related
    Filer's total
    $0 + $886,645 related
  • John Chapman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jose Torres

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Kenneth Koehler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Patrick Crawford

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Rachel Baer MD

    DIRECTOR

    Total calculated
    $345,259
    From this org
    $0
    From related orgs
    $286,302
    Other
    $58,957
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,138 related
    Bonus
    $0 + $20,830 related
    Other
    $0 + -$1,666 related
    Deferred
    $0 + $29,136 related
    Nontaxable benefits
    $0 + $29,821 related
    Filer's total
    $0 + $345,259 related
  • Ravi Damaraju MD

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Richard Jakle

    DIRECTOR

    Total calculated
    $123,433
    From this org
    $3,000
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1 + 55 related
  • Scott Richmond

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Sharon Jakle

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Raja Chatterji MD

    DIRECTOR

    Total calculated
    $574,345
    From this org
    $0
    From related orgs
    $528,173
    Other
    $46,172
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,775 related
    Bonus
    $0 + $75,442 related
    Other
    $0 + -$4,044 related
    Deferred
    $0 + $24,746 related
    Nontaxable benefits
    $0 + $21,426 related
    Filer's total
    $0 + $574,345 related
  • Terry Dunning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Kenyon

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Sunil Joseph MD

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Wendy Miller

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Janelle Dixon

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Rita Corbett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Raminder Singh MD

    DIRECTOR

    Total calculated
    $875,593
    From this org
    $0
    From related orgs
    $826,917
    Other
    $48,676
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,008 related
    Bonus
    $0 + $326,871 related
    Other
    $0 + $38 related
    Deferred
    $0 + $29,650 related
    Nontaxable benefits
    $0 + $19,026 related
    Filer's total
    $0 + $875,593 related
  • Meeli Patel

    DIRECTOR

    Total calculated
    $464,246
    From this org
    $0
    From related orgs
    $391,658
    Other
    $72,588
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,708 related
    Bonus
    $0 + $90,842 related
    Other
    $0 + $17,108 related
    Deferred
    $0 + $41,255 related
    Nontaxable benefits
    $0 + $31,333 related
    Filer's total
    $0 + $464,246 related
  • Kurt Schneider

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Dominic J Nakis

    TREASURER

    Total calculated
    $2,518,665
    From this org
    $0
    From related orgs
    $2,304,330
    Other
    $214,335
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $903,852 related
    Bonus
    $0 + $1,221,060 related
    Other
    $0 + $179,418 related
    Deferred
    $0 + $195,217 related
    Nontaxable benefits
    $0 + $19,118 related
    Filer's total
    $0 + $2,518,665 related
  • James Doheny

    ASSISTANT TREASURER

    Total calculated
    $768,159
    From this org
    $0
    From related orgs
    $664,780
    Other
    $103,379
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,058 related
    Bonus
    $0 + $189,033 related
    Other
    $0 + $45,689 related
    Deferred
    $0 + $78,993 related
    Nontaxable benefits
    $0 + $24,386 related
    Filer's total
    $0 + $768,159 related
  • Michael Kerns

    ASSISTANT SECRETARY

    Total calculated
    $685,864
    From this org
    $0
    From related orgs
    $587,048
    Other
    $98,816
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,886 related
    Bonus
    $0 + $165,167 related
    Other
    $0 + $41,995 related
    Deferred
    $0 + $73,386 related
    Nontaxable benefits
    $0 + $25,430 related
    Filer's total
    $0 + $685,864 related
  • Michael Grebe

    SECRETARY AS OF JAN 21

    Total calculated
    $1,470,945
    From this org
    $0
    From related orgs
    $1,338,491
    Other
    $132,454
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,938 related
    Bonus
    $0 + $635,238 related
    Other
    $0 + $101,315 related
    Deferred
    $0 + $129,806 related
    Nontaxable benefits
    $0 + $2,648 related
    Filer's total
    $0 + $1,470,945 related
  • Rachelle Hart

    ASSISTANT SECRETARY

    Total calculated
    $984,886
    From this org
    $0
    From related orgs
    $864,327
    Other
    $120,559
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,637 related
    Bonus
    $0 + $241,805 related
    Other
    $0 + $57,885 related
    Deferred
    $0 + $93,460 related
    Nontaxable benefits
    $0 + $27,099 related
    Filer's total
    $0 + $984,886 related
  • Steve Huser

    ASSISTANT TREASURER

    Total calculated
    $615,001
    From this org
    $0
    From related orgs
    $523,937
    Other
    $91,064
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,319 related
    Bonus
    $0 + $136,123 related
    Other
    $0 + $37,495 related
    Deferred
    $0 + $69,926 related
    Nontaxable benefits
    $0 + $21,138 related
    Filer's total
    $0 + $615,001 related
  • Nanine Nelson

    ASSISTANT TREASURER

    Total calculated
    $1,172,933
    From this org
    $0
    From related orgs
    $1,049,258
    Other
    $123,675
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $633,041 related
    Bonus
    $0 + $343,233 related
    Other
    $0 + $72,984 related
    Deferred
    $0 + $99,317 related
    Nontaxable benefits
    $0 + $24,358 related
    Filer's total
    $0 + $1,172,933 related
  • Dominica Tallarico

    VICE PRESIDENT

    Total calculated
    $1,686,808
    From this org
    $0
    From related orgs
    $1,520,998
    Other
    $165,810
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $802,182 related
    Bonus
    $0 + $623,368 related
    Other
    $0 + $95,448 related
    Deferred
    $0 + $132,605 related
    Nontaxable benefits
    $0 + $33,205 related
    Filer's total
    $0 + $1,686,808 related
  • Carrie Donovan

    ASSISTANT TREASURER

    Total calculated
    $683,940
    From this org
    $0
    From related orgs
    $575,844
    Other
    $108,096
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,775 related
    Bonus
    $0 + $147,392 related
    Other
    $0 + $29,677 related
    Deferred
    $0 + $75,228 related
    Nontaxable benefits
    $0 + $32,868 related
    Filer's total
    $0 + $683,940 related
  • Robin Stoen

    ASSISTANT TREASURER

    Total calculated
    $300,627
    From this org
    $0
    From related orgs
    $271,057
    Other
    $29,570
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,236 related
    Bonus
    $0 + $49,513 related
    Other
    $0 + -$692 related
    Deferred
    $0 + $8,152 related
    Nontaxable benefits
    $0 + $21,418 related
    Filer's total
    $0 + $300,627 related
  • Michael Volante

    ASSISTANT TREASURER

    Total calculated
    $282,927
    From this org
    $0
    From related orgs
    $264,121
    Other
    $18,806
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,211 related
    Bonus
    $0 + $49,794 related
    Other
    $0 + $2,116 related
    Deferred
    $0 + $15,887 related
    Nontaxable benefits
    $0 + $2,919 related
    Filer's total
    $0 + $282,927 related
  • Michael Rosenberg

    DIRECTOR MED EM & CLINICAL DECISION

    Total calculated
    $354,743
    From this org
    $344,764
    From related orgs
    $0
    Other
    $9,979
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $338,944
    Bonus
    $0
    Other
    $5,820
    Deferred
    $9,150
    Nontaxable benefits
    $829
    Filer's total
    $354,743
  • Justin Macariola-Coad

    VICE PRESIDENT & CMO

    Total calculated
    $526,437
    From this org
    $469,312
    From related orgs
    $0
    Other
    $57,125
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $377,820
    Bonus
    $92,401
    Other
    -$909
    Deferred
    $23,257
    Nontaxable benefits
    $33,868
    Filer's total
    $526,437
  • Susan Morby

    VICE PRESIDENT & CNO

    Total calculated
    $343,354
    From this org
    $303,693
    From related orgs
    $0
    Other
    $39,661
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $246,999
    Bonus
    $59,488
    Other
    -$2,794
    Deferred
    $9,150
    Nontaxable benefits
    $30,511
    Filer's total
    $343,354
  • Darren Smith

    DIRECTOR ED ICU & NURSING OPS

    Total calculated
    $227,766
    From this org
    $214,746
    From related orgs
    $0
    Other
    $13,020
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $181,798
    Bonus
    $33,335
    Other
    -$387
    Deferred
    $11,683
    Nontaxable benefits
    $1,337
    Filer's total
    $227,766
  • Byron Atkinson

    DIR PERIOPERATIVE SVCS

    Total calculated
    $227,939
    From this org
    $218,152
    From related orgs
    $0
    Other
    $9,787
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $171,226
    Bonus
    $0
    Other
    $46,926
    Deferred
    $9,753
    Nontaxable benefits
    $34
    Filer's total
    $227,939
  • Linda Deering Dean

    FORMER PRESIDENT, DIRECTOR

    Total calculated
    $39,542
    From this org
    $0
    From related orgs
    $39,542
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $39,542 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $39,542 related
  • Nicole Paulk

    FORMER DIRECTOR

    Total calculated
    $381,479
    From this org
    $0
    From related orgs
    $368,973
    Other
    $12,506
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $77,474 related
    Other
    $0 + $291,499 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,506 related
    Filer's total
    $0 + $381,479 related
  • William Santulli

    FORMER DIRECTOR

    Total calculated
    $3,319,760
    From this org
    $0
    From related orgs
    $3,046,462
    Other
    $273,298
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $1,183,703 related
    Bonus
    $0 + $1,633,526 related
    Other
    $0 + $229,233 related
    Deferred
    $0 + $246,278 related
    Nontaxable benefits
    $0 + $27,020 related
    Filer's total
    $0 + $3,319,760 related
  • Michael Lappin

    FORMER OFFICER

    Total calculated
    $1,036,363
    From this org
    $0
    From related orgs
    $1,020,814
    Other
    $15,549
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $284,150 related
    Other
    $0 + $736,664 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,549 related
    Filer's total
    $0 + $1,036,363 related
  • James Slinkman

    FORMER OFFICER

    Total calculated
    $613,448
    From this org
    $0
    From related orgs
    $518,002
    Other
    $95,446
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $338,966 related
    Bonus
    $0 + $147,762 related
    Other
    $0 + $31,274 related
    Deferred
    $0 + $68,915 related
    Nontaxable benefits
    $0 + $26,531 related
    Filer's total
    $0 + $613,448 related
  • Leslie Lenzo

    FORMER OFFICER

    Total calculated
    $1,000,545
    From this org
    $0
    From related orgs
    $968,247
    Other
    $32,298
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $630,040 related
    Bonus
    $0 + $274,706 related
    Other
    $0 + $63,501 related
    Deferred
    $0 + $29,650 related
    Nontaxable benefits
    $0 + $2,648 related
    Filer's total
    $0 + $1,000,545 related
  • Damon Havill

    FORMER VP STRATEGY PLANNING & BUS DEV

    Total calculated
    $529,362
    From this org
    $0
    From related orgs
    $434,801
    Other
    $94,561
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $300,192 related
    Bonus
    $0 + $109,826 related
    Other
    $0 + $24,783 related
    Deferred
    $0 + $64,418 related
    Nontaxable benefits
    $0 + $30,143 related
    Filer's total
    $0 + $529,362 related
  • Jo Amick

    FORMER VP DEVELOPMENT

    Total calculated
    $297,011
    From this org
    $0
    From related orgs
    $260,196
    Other
    $36,815
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $204,992 related
    Bonus
    $0 + $52,267 related
    Other
    $0 + $2,937 related
    Deferred
    $0 + $25,800 related
    Nontaxable benefits
    $0 + $11,015 related
    Filer's total
    $0 + $297,011 related
  • Kevin Fitch

    FORMER VP FINANCE

    Total calculated
    $583,172
    From this org
    $0
    From related orgs
    $482,530
    Other
    $100,642
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $347,929 related
    Bonus
    $0 + $110,564 related
    Other
    $0 + $24,037 related
    Deferred
    $0 + $69,511 related
    Nontaxable benefits
    $0 + $31,131 related
    Filer's total
    $0 + $583,172 related
  • Melissa O'Neill

    FORMER VP HUMAN RESOURCES

    Total calculated
    $355,432
    From this org
    $0
    From related orgs
    $312,350
    Other
    $43,082
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $251,326 related
    Bonus
    $0 + $61,805 related
    Other
    $0 + -$781 related
    Deferred
    $0 + $29,650 related
    Nontaxable benefits
    $0 + $13,432 related
    Filer's total
    $0 + $355,432 related
  • Trent Gordon

    FORMER VP STRATEGY PLANNING & BUS DEV

    Total calculated
    $339,941
    From this org
    $0
    From related orgs
    $284,705
    Other
    $55,236
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $233,996 related
    Bonus
    $0 + $57,677 related
    Other
    $0 + -$6,968 related
    Deferred
    $0 + $22,802 related
    Nontaxable benefits
    $0 + $32,434 related
    Filer's total
    $0 + $339,941 related
  • Patrick Uplegger

    FORMER DIRECTOR PHARMACY

    Total calculated
    $242,878
    From this org
    $211,321
    From related orgs
    $0
    Other
    $31,557
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $176,749
    Bonus
    $36,933
    Other
    -$2,361
    Deferred
    $21,065
    Nontaxable benefits
    $10,492
    Filer's total
    $242,878
  • Sharon McGregor

    CLINIC PHARMACIST (FORMER HCE)

    Total calculated
    $227,113
    From this org
    $193,636
    From related orgs
    $0
    Other
    $33,477
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $194,499
    Bonus
    $0
    Other
    -$863
    Deferred
    $5,970
    Nontaxable benefits
    $27,507
    Filer's total
    $227,113
  • Joan Kanute

    FORMER DIR SVC EXCEL & POP HEALTH

    Total calculated
    $248,024
    From this org
    $203,943
    From related orgs
    $0
    Other
    $44,081
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $174,541
    Bonus
    $31,816
    Other
    -$2,414
    Deferred
    $26,691
    Nontaxable benefits
    $17,390
    Filer's total
    $248,024

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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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

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.

  • DREYER AMBULATORY SURGERY CENTER

    MEDICAL SERVICES · IL

Related corporations and trusts

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

  • ADVOCATE HOME CARE PRODUCTS

    C · HEALTH SERVICES · IL

  • EVANGELICAL SERVICES CORPORATION

    C · MGMT SERVICES · IL

  • HIGH TECHNOLOGY INC

    C · MEDICAL SERVICES · IL

  • DREYER CLINIC INC

    C · MEDICAL SERVICES · IL

  • PARKSIDE CENTER CONDO ASSOCIATION

    C · PROPERTY MGMT · IL

  • THE DELPHI GROUP IV INC

    C · HEALTH COST MGT · IL

  • ADVOCATE HPN NFP

    C · HEALTH IMPRV · IL

  • ADVOCATE INSURANCE SPC

    C · INSURANCE · CJ

  • ADVOCATE HEALTH PARTNERS

    C · HEALTH CARE MGT · IL

  • ADVOCATE PHYSICIAN PARTNERS ACCTBLE CARE

    C · HEALTH CARE MGT · IL

  • ADVOCATE PHYSICIAN PTNRS RISK PURC GROUP

    C · GROUP MALPRACTICE · IL

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343209349300929

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