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Nonprofiteer
← AURORA HEALTH CARE INC

Form 990 for tax year 2024

Filed by AURORA HEALTH CARE INC.

Totals

Total revenue
$184,565,208
Total expenses
$308,142,853
Contributions and grants received
$7,312,134
Grants paid
$0
Program service revenue
-$1,461,627
Investment income
$178,553,682
Other revenue
$161,019
Total assets, end of year
-$413,742,609
Total liabilities, end of year
$1,884,886,842
Net assets or fund balances, end of year
-$2,298,629,451
Program services expenses (Part IX)
$72,699,821
Management and general expenses
$235,443,032
Fundraising expenses
$0
Program service expenses (Part III)
$72,699,821

Program services were 23.6% 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

    $6,928,367

  • 1f · All other contributions, gifts and grants

    $383,767

  • 2a · Program service revenue: PATIENT SERVICE REVEUE

    total -$1,461,627 · related or exempt -$1,461,627

  • 3 · Investment income

    total $178,011,505 · excluded $178,011,505

  • 5 · Royalties

    total $1,200 · related or exempt $1,200

  • 6a · Gross rents

    real property -$788,603

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property -$788,603

  • 6d · Net rental income or loss

    total -$788,603 · excluded -$788,603

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

    other assets -$542,177

  • 7c · Gain or loss

    other assets $542,177

  • 7d · Net gain or loss

    total $542,177 · excluded $542,177

  • 11a · Other revenue: ALL OTHER REVENUE

    total $607,579 · related or exempt $607,579

  • 11b · Other revenue: CARFETERIA

    total $340,843 · related or exempt $340,843

  • 11e · Other revenue, total

    $948,422

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $4,000 · program services $4,000

  • 7 · Other salaries and wages

    total $97,000,785 · program services $96,275,766 · management and general $725,019

  • 8 · Pension plan contributions

    total $2,423,903 · program services $2,423,903

  • 9 · Other employee benefits

    total $19,333,515 · program services $19,333,515

  • 10 · Payroll taxes

    total $7,004,172 · program services $6,973,634 · management and general $30,538

  • 11b · Fees: legal

    total $86,505 · management and general $86,505

  • 11d · Fees: lobbying

    total $141,431 · management and general $141,431

  • 11g · Fees: other

    total $80,268,947 · management and general $80,268,947

  • 12 · Advertising and promotion

    total $74,432 · program services $67,314 · management and general $7,118

  • 13 · Office expenses

    total $28,630,878 · program services $5,010,244 · management and general $23,620,634

  • 14 · Information technology

    total $1,840,311 · program services $325,447 · management and general $1,514,864

  • 16 · Occupancy

    total $5,387,248 · program services $3,611,250 · management and general $1,775,998

  • 17 · Travel

    total $313,618 · program services $282,204 · management and general $31,414

  • 19 · Conferences, conventions and meetings

    total $187,221 · program services $113,471 · management and general $73,750

  • 20 · Interest

    total $44,815,023 · program services $44,815,023

  • 21 · Payments to affiliates

    total $7,299,068 · program services $7,299,068

  • 22 · Depreciation, depletion and amortization

    total $47,969,339 · program services $20,879,760 · management and general $27,089,579

  • 23 · Insurance

    total $485,425 · program services $485,425

  • 24a · Other expenses: ALL OTHER EXPENSES

    total $170,499,280 · program services $70,619,804 · management and general $99,879,476

  • 24b · Other expenses: FOOD SUPPLIES

    total -$33,947 · program services -$3,084 · management and general -$30,863

  • 24c · Other expenses: INCOME TAXES

    total -$204,003 · program services -$408,006 · management and general $204,003

  • 24d · Other expenses: OTHER INTERCOMPAY

    total -$205,384,298 · program services -$205,408,917 · management and general $24,619

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $41,698,912 · end of year $736,021,024

  • 2 · Savings and temporary cash investments

    beginning of year $26,424,669 · end of year -$5,301,992,147

  • 3 · Pledges and grants receivable

    beginning of year $24,990 · end of year $0

  • 4 · Accounts receivable

    beginning of year $41,180,758 · end of year $35,649,733

  • 7 · Other notes and loans receivable

    beginning of year $122,856,063 · end of year $27,905,243

  • 8 · Inventories for sale or use

    beginning of year $19,991,574 · end of year $18,777,558

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,490,907 · end of year $33,568,375

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

    $881,616,439

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

    $527,488,250

  • 10c · Land, buildings and equipment, net

    beginning of year $437,555,515 · end of year $354,128,189

  • 11 · Investments: publicly traded securities

    beginning of year $2,261,920,481 · end of year $3,186,204,899

  • 12 · Investments: other securities

    beginning of year $277,163,180 · end of year $0

  • 13 · Investments: program-related

    beginning of year $528,459,822 · end of year $478,887,825

  • 14 · Intangible assets

    beginning of year -$720,654 · end of year -$576,523

  • 15 · Other assets

    beginning of year $76,311,000 · end of year $17,683,215

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,270,632,569 · end of year $164,601,379

  • 19 · Deferred revenue

    beginning of year $1,435,486 · end of year $1,375,759

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,226,851,093 · end of year $1,226,853,232

  • 25 · Other liabilities

    beginning of year $495,621,360 · end of year $492,056,472

  • 27 · Net assets without donor restrictions

    beginning of year -$2,128,183,291 · end of year -$2,298,629,451

Mission and programs · 2024

Mission

TO PROMOTE HEALTH, PREVENT ILLNESS, AND PROVIDE STATE-OF-THE ART DIAGNOSIS AND TREATMENT, TO IMPROVE THE QUALITY OF HEALTH CARE AND HEALTH OUTCOMES, AND TO PROVIDE SERVICES THAT ARE AFFORDABLE AND ACCESSIBLE.

Activities or mission (Part I)

AURORA HEALTH CARE IS AN INTEGRATED HEALTH CARE PROVIDER.

  • AURORA HEALTH CARE, INC. AND ITS AFFILIATES (AURORA) CONSTITUTE AN INTEGRATED HEALTH CARE SYSTEM PROVIDING HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT EASTERN WISCONSIN, NORTHERN ILLINOIS, AND THE UPPER PENINSULA OF MICHIGAN. AURORA PROVIDES A VARIETY OF HEALTH CARE RELATED ACTIVITIES, EDUCATION, PHILANTHROPIC, MEDICAL RESEARCH AND OTHER BENEFITS TO THE COMMUNITIES IN WHICH THEY OPERATE. HEALTH CARE SERVICES INCLUDE PRIMARY AND SPECIALTY CARE, PHARMACIES, BEHAVIORAL HEALTH CARE, EMERGENCY CARE, REHABILITATION, HOME CARE, AND END-OF-LIFE CARE.AURORA HEALTH CARE, INC. (THE CORPORATION) IS A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION. THE CORPORATION IS THE PARENT CORPORATION OF A GROUP OF NONPROFIT AND FOR PROFIT CORPORATIONS AND OTHER ORGANIZATIONS THAT OWN AND OPERATE 14 ACUTE-CARE HOSPITAL CAMPUSES, ONE PSYCHIATRIC HOSPITAL, A NETWORK OF APPROXIMATELY 158 PHYSICIAN CLINIC FACILITIES, HOME HEALTH AGENCY, APPROXIMATELY 71 RETAIL PHARMACIES, AND OTHER HEALTH CARE AND RELATED SERVICE ORGANIZATIONS.

    Expenses $72,699,821 · Revenue -$512,005

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gabrielle Finley-Hazle

    DIRECTOR, PRESIDENT

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

    Schedule J breakdown matched by us

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

    DIRECTOR, CHAIRPERSON

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1 + 55 related
  • Dennis Potts

    DIRECTOR, VICE PRESIDENT

    Total calculated
    $3,056,057
    From this org
    $0
    From related orgs
    $2,731,220
    Other
    $324,837
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,675 related
    Bonus
    $0 + $1,496,528 related
    Other
    $0 + $779,017 related
    Deferred
    $0 + $315,984 related
    Nontaxable benefits
    $0 + $8,853 related
    Filer's total
    $0 + $3,056,057 related
  • Nan Nelson

    DIRECTOR, VICE PRESIDENT

    Total calculated
    $1,744,966
    From this org
    $0
    From related orgs
    $1,472,483
    Other
    $272,483
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $777,681 related
    Bonus
    $0 + $470,058 related
    Other
    $0 + $224,744 related
    Deferred
    $0 + $242,042 related
    Nontaxable benefits
    $0 + $30,441 related
    Filer's total
    $0 + $1,744,966 related
  • Rachelle Hart

    DIRECTOR, ASSISTANT SECRETARY

    Total calculated
    $1,326,374
    From this org
    $0
    From related orgs
    $1,101,754
    Other
    $224,620
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $614,765 related
    Bonus
    $0 + $357,466 related
    Other
    $0 + $129,523 related
    Deferred
    $0 + $197,216 related
    Nontaxable benefits
    $0 + $27,404 related
    Filer's total
    $0 + $1,326,374 related
  • Brianne Sas-Perez

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Carlo Nevicosi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Janet Krejci

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1
  • Kristin Blanchard Stearns

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1
  • Marcia Drame

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1
  • Michael Morgan

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1
  • Robert Figueroa

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1
  • Tamarra Coleman

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    1
  • William Santulli

    PRESIDENT

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

    Schedule J breakdown matched by us

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

    VICE PRESIDENT, ASSISTANT SECRETARY

    Total calculated
    $2,875,779
    From this org
    $0
    From related orgs
    $2,480,565
    Other
    $395,214
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,121,892 related
    Bonus
    $0 + $916,490 related
    Other
    $0 + $442,183 related
    Deferred
    $0 + $358,843 related
    Nontaxable benefits
    $0 + $36,371 related
    Filer's total
    $0 + $2,875,779 related
  • Brad Clark

    TREASURER, ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

    SECRETARY

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

    Schedule J breakdown matched by us

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

    ASSISTANT TREASURER

    Total calculated
    $791,532
    From this org
    $0
    From related orgs
    $726,813
    Other
    $64,719
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,421 related
    Bonus
    $0 + $261,388 related
    Other
    $0 + $6,004 related
    Deferred
    $0 + $33,350 related
    Nontaxable benefits
    $0 + $31,369 related
    Filer's total
    $0 + $791,532 related
  • Michael Kerns

    ASSISTANT SECRETARY

    Total calculated
    $966,997
    From this org
    $0
    From related orgs
    $834,378
    Other
    $132,619
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,247 related
    Bonus
    $0 + $132,984 related
    Other
    $0 + $577,147 related
    Deferred
    $0 + $104,387 related
    Nontaxable benefits
    $0 + $28,232 related
    Filer's total
    $0 + $966,997 related
  • James Slinkman

    ASSISTANT SECRETARY

    Total calculated
    $863,992
    From this org
    $0
    From related orgs
    $689,283
    Other
    $174,709
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,806 related
    Bonus
    $0 + $171,108 related
    Other
    $0 + $65,369 related
    Deferred
    $0 + $140,592 related
    Nontaxable benefits
    $0 + $34,117 related
    Filer's total
    $0 + $863,992 related
  • Katherine Ketner

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 55 related
  • Timothy Lineberry

    SVP BUSINESS DEVELOPMENT

    Total calculated
    $1,477,833
    From this org
    $0
    From related orgs
    $1,234,948
    Other
    $242,885
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $792,511 related
    Bonus
    $0 + $289,381 related
    Other
    $0 + $153,056 related
    Deferred
    $0 + $222,886 related
    Nontaxable benefits
    $0 + $19,999 related
    Filer's total
    $0 + $1,477,833 related
  • Jeffrey Dalen-Bard

    PRESIDENT NORTH WI PSA

    Total calculated
    $1,399,599
    From this org
    $0
    From related orgs
    $1,164,647
    Other
    $234,952
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,546 related
    Bonus
    $0 + $212,538 related
    Other
    $0 + $228,563 related
    Deferred
    $0 + $195,590 related
    Nontaxable benefits
    $0 + $39,362 related
    Filer's total
    $0 + $1,399,599 related
  • Mary Fields

    SVP CORE MARKET GROWTH

    Total calculated
    $1,658,390
    From this org
    $0
    From related orgs
    $1,411,141
    Other
    $247,249
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,318 related
    Bonus
    $0 + $353,423 related
    Other
    $0 + $352,400 related
    Deferred
    $0 + $209,949 related
    Nontaxable benefits
    $0 + $37,300 related
    Filer's total
    $0 + $1,658,390 related
  • Carrie Killoran

    PRESIDENT GREATER MILWAUKEE PSA

    Total calculated
    $2,039,299
    From this org
    $0
    From related orgs
    $1,868,271
    Other
    $171,028
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,705 related
    Bonus
    $0 + $280,208 related
    Other
    $0 + $1,358,358 related
    Deferred
    $0 + $168,981 related
    Nontaxable benefits
    $0 + $2,047 related
    Filer's total
    $0 + $2,039,299 related
  • Heather Schroeder Terminated

    TERMINATED HCE

    Total calculated
    $378,343
    From this org
    $359,285
    From related orgs
    $0
    Other
    $19,058
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $137,071
    Bonus
    $70,091
    Other
    $152,123
    Deferred
    $6,245
    Nontaxable benefits
    $12,813
    Filer's total
    $378,343
  • Brian Johnson

    CHIEF MEDICAL OFFICER ABMC

    Total calculated
    $617,524
    From this org
    $582,967
    From related orgs
    $0
    Other
    $34,557
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $463,393
    Bonus
    $110,338
    Other
    $9,236
    Deferred
    $10,350
    Nontaxable benefits
    $24,207
    Filer's total
    $617,524
  • Thomas Miller

    PRESIDENT ABMC

    Total calculated
    $716,003
    From this org
    $559,605
    From related orgs
    $0
    Other
    $156,398
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $435,966
    Bonus
    $115,237
    Other
    $8,402
    Deferred
    $132,102
    Nontaxable benefits
    $24,296
    Filer's total
    $716,003
  • Dan Mumm

    GROUP VICE PRESIDENT LABORATORY SERVICES

    Total calculated
    $714,920
    From this org
    $605,807
    From related orgs
    $0
    Other
    $109,113
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $394,399
    Bonus
    $199,776
    Other
    $11,632
    Deferred
    $109,076
    Nontaxable benefits
    $37
    Filer's total
    $714,920
  • Peter Heiberger

    MEDICAL PHYSICIST ONCOLOGY LEAD

    Total calculated
    $443,036
    From this org
    $424,438
    From related orgs
    $0
    Other
    $18,598
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $425,923
    Bonus
    $0
    Other
    -$1,485
    Deferred
    $10,350
    Nontaxable benefits
    $8,248
    Filer's total
    $443,036
  • Cristy Garcia-Thomas

    FORMER DIRECTOR/OFFICER

    Total calculated
    $2,544,681
    From this org
    $0
    From related orgs
    $2,251,082
    Other
    $293,599
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $509,625 related
    Bonus
    $0 + $860,536 related
    Other
    $0 + $880,921 related
    Deferred
    $0 + $261,383 related
    Nontaxable benefits
    $0 + $32,216 related
    Filer's total
    $0 + $2,544,681 related
  • Leslie Lenzo

    FORMER OFFICER

    Total calculated
    $127,097
    From this org
    $0
    From related orgs
    $127,097
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $127,097 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $127,097 related
  • Mary Beth Kingston

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER OFFICER

    Total calculated
    $4,607,851
    From this org
    $0
    From related orgs
    $3,375,856
    Other
    $1,231,995
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $3,375,856 related
    Deferred
    $0 + $1,231,323 related
    Nontaxable benefits
    $0 + $672 related
    Filer's total
    $0 + $4,607,851 related
  • James Doheny

    FORMER OFFICER

    Total calculated
    $558,789
    From this org
    $0
    From related orgs
    $531,922
    Other
    $26,867
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $531,922 related
    Deferred
    $0 + $17,094 related
    Nontaxable benefits
    $0 + $9,773 related
    Filer's total
    $0 + $558,789 related
  • Steve Huser

    FORMER OFFICER

    Total calculated
    $580,071
    From this org
    $0
    From related orgs
    $561,236
    Other
    $18,835
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $29,530 related
    Other
    $0 + $531,706 related
    Deferred
    $0 + $18,835 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $580,071 related
  • Michael Grebe

    FORMER OFFICER

    Total calculated
    $1,140,568
    From this org
    $0
    From related orgs
    $1,076,461
    Other
    $64,107
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,076,461 related
    Deferred
    $0 + $64,107 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,140,568 related
  • Anthony Defurio

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER KE

    Total calculated
    $235,431
    From this org
    $235,431
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $235,431
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $235,431
  • Dave Fergus

    FORMER HCE

    Total calculated
    $274,873
    From this org
    $274,873
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $274,873
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $274,873

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 · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

PART I, LINE 1A
HEALTH OR SOCIAL CLUB DUES ARE FOR BUSINESS CLUB MEMBERSHIPS, WHICH ARE STRICTLY RELATED FOR BUSINESS USE ONLY, PER COMPANY POLICY.
PART I, LINE 1B
IN A FEW, LIMITED INSTANCES, AURORA HAS ALLOWED DIRECTORS AND EXECUTIVES TO FLY FIRST-CLASS. FACTORS CONSIDERED IN MAKING A DECISION TO PERMIT FIRST-CLASS TRAVEL INCLUDE FLIGHT TIME, THE NEED TO COMPLETE WORK, AND THE NEED FOR SOME MEASURE OF PRIVACY FOR SUCH WORK AND RELATED COMMUNICATIONS.
PART I, LINES 4A-B
SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4A THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2024 THAT HAS BEEN PROPERLY RECORDED ON FORM 990, PART VII, SECTION A: DOMINIC NAKIS - $330,000 JAMES DOHENY - $273,416 RICHARD KLEIN - $827,566 MICHAEL KERNS - $349,434 CARRIE KILLORAN - $872,878 STEVE HUSER - $291,941 CRISTY GARCIA-THOMAS - $197,630 HEATHER SCHROEDER - $156,016 MICHAEL GREBE - $330,000 WILLIAM SANTULLI - $1,723,585 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2024 AS FOLLOWS: NAN NELSON - $122,557 DOMINIC NAKIS - $121,372 RACHELLE HART - $103,904 MICHAEL GREBE - $96,507 MICHAEL KERNS - $80,710 STEVE HUSER - $48,323 JAMES DOHENY - $43,643 RACHEL HALVERSON - $32,400 JAMES SLINKMAN - $80,370 LESLIE LENZO - $1,796 WILLIAM SANTULLI - $324,949 DENNIS POTTS - $153,931 MARY BETH KINGSTON - $144,543 CARRIE KILLORAN - $119,589 GABRIELLE FINLEY-HAZLE - $10,255 JEFFREY BAHR - $168,713 TIMOTHY LINEBERRY - $119,156 JEFFREY DALEN-BARD - $105,536 CRISTY GARCIA-THOMAS - $140,625 RICHARD KLEIN - $167,919 MARY FIELDS - $108,418 THOMAS MILLER - $78,634 DAN MUMM - $52,180 BRIAN JOHNSON - $9,900 PETER HEIBERGER - $9,900 BRAD CLARK - $80,691
PART I, LINE 7
WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SPONSOR EVENTS

  • UW MADISON BURSARS OFFICE

    $15,000

    SUPPORT EXEMPT MISSION

  • UNIVERSITY OF WISCONSIN MILWAUKEE

    $10,000

    SPONSOR EVENTS

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AURORA LIABILITY ASSURANCE LTD

    PROFESSIONAL LIABILITY INSURANCE · CJ

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

  • WAUKESHA PAIN CENTER LLC

    PHYSICIAN 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 · HEALTH SERVICES · WI · 100% owned · 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 · controlled entity

  • ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI · controlled entity

  • AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI · controlled entity

  • AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI · controlled entity

  • ADVOCATE AURORA ENTERPRISES INC

    C · FOR-PROFIT PARENT COMPANY · WI · 100% owned · controlled entity

  • NORTHSHORE HEALTH NETWORK INC

    C · MANAGED CARE CONTRACTING · WI · 100% owned

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349328571

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