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Nonprofiteer
← AURORA HEALTH CARE FOUNDATION INC

Form 990 for tax year 2023

Filed by AURORA HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$24,424,451
Total expenses
$31,148,921
Contributions and grants received
$5,116,366
Grants paid
$25,465,229
Program service revenue
$0
Investment income
$19,493,611
Other revenue
-$185,526
Total assets, end of year
$281,998,260
Total liabilities, end of year
$37,610,119
Net assets or fund balances, end of year
$244,388,141
Program services expenses (Part IX)
$29,583,373
Management and general expenses
$54,755
Fundraising expenses
$1,510,793
Program service expenses (Part III)
$29,583,373

Program services were 95.0% 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

    $507,484

  • 1f · All other contributions, gifts and grants

    $4,608,882

  • 3 · Investment income

    total $35,769 · excluded $35,769

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

    securities -$19,457,842

  • 7c · Gain or loss

    securities $19,457,842

  • 7d · Net gain or loss

    total $19,457,842 · excluded $19,457,842

  • 8a · Fundraising events: gross income

    $60,850

  • 8a · Fundraising events: contributions included on line 1c

    $507,484

  • 8b · Fundraising events: direct expenses

    $246,376

  • 8c · Net income from fundraising events

    total -$185,526 · excluded -$185,526

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,465,229 · program services $25,465,229

  • 5 · Compensation of officers, directors and key employees

    total $321,140 · program services $321,140

  • 7 · Other salaries and wages

    total $3,014,605 · program services $3,014,605

  • 8 · Pension plan contributions

    total $182,499 · program services $182,499

  • 9 · Other employee benefits

    total $374,934 · program services $374,934

  • 10 · Payroll taxes

    total $223,983 · program services $223,983

  • 11f · Fees: investment management

    total $8,469 · management and general $8,469

  • 11g · Fees: other

    total $31,190 · management and general $31,190

  • 12 · Advertising and promotion

    total $35,463 · fundraising $35,463

  • 13 · Office expenses

    total $132,132 · fundraising $132,132

  • 14 · Information technology

    total $198,145 · fundraising $198,145

  • 17 · Travel

    total $24,900 · fundraising $24,900

  • 19 · Conferences, conventions and meetings

    total $72,357 · fundraising $72,357

  • 21 · Payments to affiliates

    total $4,354 · fundraising $4,354

  • 22 · Depreciation, depletion and amortization

    total $287 · management and general $287

  • 24a · Other expenses: FUNDRAISING MEETING

    total $788,996 · fundraising $788,996

  • 24b · Other expenses: BAD DEBT

    total $86,009 · fundraising $86,009

  • 24c · Other expenses: BANK FEES

    total $14,809 · management and general $14,809

  • 24d · Other expenses: DEVELOPMENT

    total $983 · program services $983

  • 24e · All other expenses

    total $168,437 · fundraising $168,437

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$11,893,280 · end of year $22,427

  • 3 · Pledges and grants receivable

    beginning of year $1,904,354 · end of year $1,578,092

  • 11 · Investments: publicly traded securities

    beginning of year $278,551,313 · end of year $279,034,176

  • 13 · Investments: program-related

    beginning of year $1,143,397 · end of year $1,193,580

  • 15 · Other assets

    beginning of year $2,611,671 · end of year $169,985

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,421,696 · end of year $37,514,442

  • 25 · Other liabilities

    beginning of year $101,618 · end of year $95,677

  • 27 · Net assets without donor restrictions

    beginning of year $193,872,667 · end of year $170,254,418

  • 28 · Net assets with donor restrictions

    beginning of year $73,921,474 · end of year $74,133,723

Mission and programs · 2023

Mission

THE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN THE SUPPORT OF THE PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC.

  • THE FOUNDATION COORDINATES INVESTMENTS OF PHILANTHROPIC FUNDS IN SUPPORT OF PROGRAMS AND SERVICES OF THE AFFILIATED ORGANIZATIONS OF AURORA HEALTH CARE, INC. SEE ATTACHED DETAIL FOR SCHEDULE A, PART 1, LINE 11H REGARDING SUPPORTED ORGANIZATIONS.

    Expenses $29,583,373 · Grants $25,465,229

As filed on the 2023 return.

Listed in Part VII

  • Cristy Garcia-Thomas

    DIRECTOR, CHAIRPERSON

    Total calculated
    $2,303,486
    From this org
    $0
    From related orgs
    $2,125,493
    Other
    $177,993
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

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

  • Randy Varju

    DIRECTOR, PRESIDENT

    Total calculated
    $670,924
    From this org
    $0
    From related orgs
    $594,501
    Other
    $76,423
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,633 related
    Bonus
    $0 + $269,089 related
    Other
    $0 + $85,779 related
    Deferred
    $0 + $43,947 related
    Nontaxable benefits
    $0 + $32,476 related
    Filer's total
    $0 + $670,924 related

  • Leslie Wininger

    DIRECTOR, PRESIDENT

    Total calculated
    $293,760
    From this org
    $247,331
    From related orgs
    $0
    Other
    $46,429
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $206,068
    Bonus
    $43,463
    Other
    -$2,200
    Deferred
    $29,986
    Nontaxable benefits
    $16,443
    Filer's total
    $293,760

  • Nan Nelson

    DIRECTOR, ASST TREASURER, TREASURER

    Total calculated
    $1,874,733
    From this org
    $0
    From related orgs
    $1,721,965
    Other
    $152,768
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

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

  • Rachelle Hart

    DIRECTOR, ASST SECRETARY, SECRETARY

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

    Schedule J breakdown matched by us

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

  • Carrie Killoran

    DIRECTOR

    Total calculated
    $1,731,802
    From this org
    $0
    From related orgs
    $1,603,926
    Other
    $127,876
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $698,792 related
    Bonus
    $0 + $633,065 related
    Other
    $0 + $272,069 related
    Deferred
    $0 + $119,589 related
    Nontaxable benefits
    $0 + $8,287 related
    Filer's total
    $0 + $1,731,802 related

  • Dennis Potts

    DIRECTOR

    Total calculated
    $3,134,763
    From this org
    $0
    From related orgs
    $2,952,403
    Other
    $182,360
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,119,985 related
    Bonus
    $0 + $1,401,526 related
    Other
    $0 + $430,892 related
    Deferred
    $0 + $153,931 related
    Nontaxable benefits
    $0 + $28,429 related
    Filer's total
    $0 + $3,134,763 related

  • Jeffrey Dalen-Bard

    DIRECTOR

    Total calculated
    $1,561,631
    From this org
    $0
    From related orgs
    $1,419,130
    Other
    $142,501
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $575,141 related
    Bonus
    $0 + $571,592 related
    Other
    $0 + $272,397 related
    Deferred
    $0 + $105,536 related
    Nontaxable benefits
    $0 + $36,965 related
    Filer's total
    $0 + $1,561,631 related

  • Mary Beth Kingston

    DIRECTOR

    Total calculated
    $2,302,956
    From this org
    $0
    From related orgs
    $2,138,870
    Other
    $164,086
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,728 related
    Bonus
    $0 + $1,143,231 related
    Other
    $0 + $312,911 related
    Deferred
    $0 + $144,543 related
    Nontaxable benefits
    $0 + $19,543 related
    Filer's total
    $0 + $2,302,956 related

  • Gabrielle Finley-Hazle

    DIRECTOR

    Total calculated
    $221,220
    From this org
    $0
    From related orgs
    $210,962
    Other
    $10,258
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $80,769 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $30,193 related
    Deferred
    $0 + $10,255 related
    Nontaxable benefits
    $0 + $3 related
    Filer's total
    $0 + $221,220 related

  • Dominic Nakis

    TREASURER

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

    Schedule J breakdown matched by us

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

  • James Doheny

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • Rachel Halverson

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • Steve Huser

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • Brad Clark

    ASSISTANT TREASURER

    Total calculated
    $1,577,771
    From this org
    $0
    From related orgs
    $1,431,976
    Other
    $145,795
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $991,783 related
    Bonus
    $0 + $356,324 related
    Other
    $0 + $83,869 related
    Deferred
    $0 + $109,999 related
    Nontaxable benefits
    $0 + $35,796 related
    Filer's total
    $0 + $1,577,771 related

  • Sue Dwyer

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • Michael Grebe

    SECRETARY

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

    Schedule J breakdown matched by us

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

  • Katherine Ketner

    ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

  • Michael Kerns

    ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

  • James Slinkman

    ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

  • Michelle Weber

    VP DEVELOPMENT

    Total calculated
    $299,641
    From this org
    $244,302
    From related orgs
    $0
    Other
    $55,339
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $204,555
    Bonus
    $44,889
    Other
    -$5,142
    Deferred
    $29,983
    Nontaxable benefits
    $25,356
    Filer's total
    $299,641

  • Jennifer Enanti

    VP DEVELOPMENT

    Total calculated
    $136,853
    From this org
    $132,493
    From related orgs
    $0
    Other
    $4,360
    Hours/week
    55

  • Alicia Smith

    VP DEVELOPMENT

    Total calculated
    $226,918
    From this org
    $211,405
    From related orgs
    $0
    Other
    $15,513
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $172,047
    Bonus
    $38,973
    Other
    $385
    Deferred
    $6,331
    Nontaxable benefits
    $9,182
    Filer's total
    $226,918

  • Andrea Petrie

    VP DEVELOPMENT

    Total calculated
    $226,096
    From this org
    $218,780
    From related orgs
    $0
    Other
    $7,316
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $177,039
    Bonus
    $40,534
    Other
    $1,207
    Deferred
    $6,518
    Nontaxable benefits
    $798
    Filer's total
    $226,096

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

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

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2023 AS FOLLOWS: (1) DOMINIC NAKIS 95,217 (2) MICHAEL GREBE 29,806 (3) DENNIS POTTS 31,720 (4) CRISTY GARCIA-THOMAS 17,822 (5) MARY BETH KINGSTON 23,231 (6) NAN NELSON 99,317 (7) CARRIE KILLORAN 03,274 (8) BRAD CLARK 80,393 (9) JEFFREY DALEN-BARD 97,990 (10) RACHELLE HART 93,460 (11) JAMES DOHENY 78,993 (12) STEVE HUSER 69,926 (13) MICHAEL KERNS 73,386 (14) JAMES SLINKMAN 68,915 (15) SUE DWYER 733,380 (16 ) RANDY VARJU 52,449

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

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.

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.

  • BAYCARE AURORA LLC

    RELATED · HOSPITAL · WI · 61.88% owned

    Directly controlled by AURORA MEDICAL GROUP INC

  • WISCONSIN SURGERY CENTER LLC

    SURGICAL SERVICES · WI

  • AURORA GI ASC LLC

    PHYSICIAN SERVICES · WI

Related corporations and trusts

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

  • AURORA HEALTH CARE VENTURES INC

    C · FOR-PROFIT PARENT COMPANY · WI · controlled entity

  • AURORA HEALTH NETWORK INC

    C · INACTIVE · WI · controlled entity

  • AURORA PHARMACY INC

    C · RETAIL PHARMACY · WI · controlled entity

  • DIVERSIFIED CARE INC

    C · TEMPORARY STAFFING AGENCY · WI · controlled entity

  • AURORA RETAIL STORES INC

    C · INACTIVE · WI · controlled entity

  • ADVANCED HEALTHCARE INC

    C · PHYSICIAN SERVICES · WI · controlled entity

  • NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS

    C · CONDO ASSOCIATION · WI

  • ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOSCIATION INC

    C · CONDO ASSOCIATION · WI

  • ADVOCATE AURORA ENTERPRISES INC

    C · FOR-PROFIT PARENT COMPANY · WI

  • NORTHSHORE HEALTH NETWORK INC

    C · MANAGED CARE CONTRACTING · WI

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433219349300018

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