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 WallaceLINDA 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 EdmondREV 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 LampCRAIG LAMP
DIRECTOR, VICE CHAIRPERSON
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Sheri De ShazoSHERI 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 LambertKAREN 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 HofferWILLIAM HOFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Azmey MatariehAZMEY 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 ChapmanJOHN CHAPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jose TorresJOSE TORRES
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kenneth KoehlerKENNETH KOEHLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick CrawfordPATRICK CRAWFORD
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Rachel Baer MDRACHEL 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 MDRAVI DAMARAJU MD
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Richard JakleRICHARD JAKLE
DIRECTOR
- Total calculated
- $123,433
- From this org
- $3,000
- From related orgs
- $120,433
- Other
- $0
- Hours/week
- 1 + 55 related
-
Scott RichmondSCOTT RICHMOND
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Sharon JakleSHARON JAKLE
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Raja Chatterji MDRAJA 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 DunningTERRY DUNNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael KenyonMICHAEL KENYON
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Sunil Joseph MDSUNIL JOSEPH MD
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Wendy MillerWENDY MILLER
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Janelle DixonJANELLE DIXON
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Rita CorbettRITA CORBETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Raminder Singh MDRAMINDER 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 PatelMEELI 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 SchneiderKURT SCHNEIDER
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Dominic J NakisDOMINIC 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 DohenyJAMES 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 KernsMICHAEL 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 GrebeMICHAEL 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 HartRACHELLE 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 HuserSTEVE 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 NelsonNANINE 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 TallaricoDOMINICA 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 DonovanCARRIE 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 StoenROBIN 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 VolanteMICHAEL 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 RosenbergMICHAEL 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-CoadJUSTIN 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 MorbySUSAN 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 SmithDARREN 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 AtkinsonBYRON 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 DeanLINDA 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 PaulkNICOLE 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 SantulliWILLIAM 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 LappinMICHAEL 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 SlinkmanJAMES 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 LenzoLESLIE 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 HavillDAMON 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 AmickJO 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 FitchKEVIN 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'NeillMELISSA 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 GordonTRENT 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 UpleggerPATRICK 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 McGregorSHARON 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 KanuteJOAN 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.
-
501(C)(3) · PARENT CORP · IL
-
ADVOCATE CONDELL MEDICAL CENTER
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHHC
-
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
-
ADVOCATE CHARITABLE FOUNDATION
501(C)(3) · FUNDRAISING · 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
-
MASONIC FAMILY HEALTH FOUNDATION INC
501(C)(3) · FUNDRAISING · IL
Directly controlled by MFHS
-
501(C)(3) · SUPPORT ORG · DE · controlled entity
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
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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