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Nonprofiteer
← ADVOCATE HEALTH CARE NETWORK

Form 990 for tax year 2023

Filed by ADVOCATE HEALTH CARE NETWORK.

Totals

Total revenue
$20,010,117
Total expenses
$222,012
Contributions and grants received
$124,911
Grants paid
$0
Program service revenue
$0
Investment income
$19,885,206
Other revenue
$0
Total assets, end of year
$603,940,242
Total liabilities, end of year
$14,950,864
Net assets or fund balances, end of year
$588,989,378
Program services expenses (Part IX)
$122,810
Management and general expenses
$99,202
Fundraising expenses
$0
Program service expenses (Part III)
$122,810

Program services were 55.3% 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.

  • 1f · All other contributions, gifts and grants

    $124,911

  • 3 · Investment income

    total $19,885,206 · excluded $19,885,206

Functional expenses

Part IX, the statement of functional expenses.

  • 6 · Compensation of disqualified persons

    total $24,000 · program services $24,000

  • 7 · Other salaries and wages

    total $75,596 · program services $75,596

  • 9 · Other employee benefits

    total $16,880 · program services $16,880

  • 10 · Payroll taxes

    total $6,334 · program services $6,334

  • 11g · Fees: other

    total $99,202 · management and general $99,202

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,752,281 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $39,095,000 · end of year $31,790,000

  • 11 · Investments: publicly traded securities

    beginning of year $231,990,255 · end of year $259,279,079

  • 12 · Investments: other securities

    beginning of year $312,871,163 · end of year $312,871,163

  • 15 · Other assets

    beginning of year $8,386,279 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,393,705 · end of year $14,950,864

  • 27 · Net assets without donor restrictions

    beginning of year $578,701,273 · end of year $588,989,378

Mission and programs · 2023

Mission

THE MISSION OF ADVOCATE HEALTH CARE 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)

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

  • ADVOCATE HEALTH CARE NETWORK PROVIDES LEADERSHIP CONTROL AND SUPPORT TO ADVOCATE HEALTH AND HOSPITALS CORPORATION, ADVOCATE HOME HEALTH SERVICES, INC., ADVOCATE CHARITABLE FOUNDATION, ADVOCATE NORTH SIDE HEALTH NETWORK, MERIDIAN HOSPICE, ADVOCATE CONDELL MEDICAL CENTER AND ADVOCATE SHERMAN HOSPITAL.

    Expenses $122,810

As filed on the 2023 return.

Listed in Part VII

  • James Skogsbergh

    DIRECTOR, PRESIDENT/CEO

    Total calculated
    $17,416,946
    From this org
    $0
    From related orgs
    $16,598,134
    Other
    $818,812
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $3,800,014 related
    Bonus
    $0 + $11,698,802 related
    Other
    $0 + $1,099,318 related
    Deferred
    $0 + $793,002 related
    Nontaxable benefits
    $0 + $25,810 related
    Filer's total
    $0 + $17,416,946 related

  • William Santulli

    DIRECTOR, PRESIDENT

    Total calculated
    $6,164,738
    From this org
    $0
    From related orgs
    $5,805,122
    Other
    $359,616
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,775,117 related
    Bonus
    $0 + $3,426,826 related
    Other
    $0 + $603,179 related
    Deferred
    $0 + $324,949 related
    Nontaxable benefits
    $0 + $34,667 related
    Filer's total
    $0 + $6,164,738 related

  • Rev Nathaniel Edmond

    DIRECTOR, CHAIRPERSON

    Total calculated
    $16,000
    From this org
    $0
    From related orgs
    $16,000
    Other
    $0
    Hours/week
    1 + 55 related

  • Anthony T Smith

    DIRECTOR

    Total calculated
    $15,100
    From this org
    $0
    From related orgs
    $15,100
    Other
    $0
    Hours/week
    1

  • Michele Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Jakle

    DIRECTOR

    Total calculated
    $143,767
    From this org
    $0
    From related orgs
    $143,767
    Other
    $0
    Hours/week
    1

  • Gail Hasbrouck

    DIRECTOR

    Total calculated
    $123,433
    From this org
    $0
    From related orgs
    $123,433
    Other
    $0
    Hours/week
    1

  • David Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Timmer

    DIRECTOR

    Total calculated
    $56,000
    From this org
    $0
    From related orgs
    $56,000
    Other
    $0
    Hours/week
    1

  • Lynn Crump-Caine

    DIRECTOR

    Total calculated
    $120,433
    From this org
    $0
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1

  • Mark Harris

    DIRECTOR

    Total calculated
    $120,433
    From this org
    $0
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1

  • Dr Daisy Varughese

    DIRECTOR

    Total calculated
    $120,433
    From this org
    $0
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1

  • Ulysses Burley III

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1

  • Rev Molly Carlson

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1

  • Rev Yehiel Curry

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Kathie Bender Schwich

    DIRECTOR

    Total calculated
    $1,614,234
    From this org
    $8,000
    From related orgs
    $1,426,850
    Other
    $179,384
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $8,000 + $106,276 related
    Bonus
    $0 + $713,396 related
    Other
    $0 + $607,178 related
    Deferred
    $0 + $61,171 related
    Nontaxable benefits
    $0 + $118,213 related
    Filer's total
    $8,000 + $1,606,234 related

  • Clarence Nixon Jr

    DIRECTOR, VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 55 related

  • Dominica Tallarico

    VICE PRESIDENT

    Total calculated
    $1,215,373
    From this org
    $0
    From related orgs
    $1,170,516
    Other
    $44,857
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,855 related
    Bonus
    $0 + $642,974 related
    Other
    $0 + $228,687 related
    Deferred
    $0 + $32,400 related
    Nontaxable benefits
    $0 + $12,457 related
    Filer's total
    $0 + $1,215,373 related

  • Dia Nichols

    VICE PRESIDENT

    Total calculated
    $938,085
    From this org
    $0
    From related orgs
    $808,304
    Other
    $129,781
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,250 related
    Bonus
    $0 + $289,273 related
    Other
    $0 + $13,781 related
    Deferred
    $0 + $95,636 related
    Nontaxable benefits
    $0 + $34,145 related
    Filer's total
    $0 + $938,085 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

  • Anthony Defurio

    TREASURER

    Total calculated
    $5,539,395
    From this org
    $0
    From related orgs
    $5,112,458
    Other
    $426,937
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,560,281 related
    Bonus
    $0 + $1,371,375 related
    Other
    $0 + $2,180,802 related
    Deferred
    $0 + $410,490 related
    Nontaxable benefits
    $0 + $16,447 related
    Filer's total
    $0 + $5,539,395 related

  • Brad Clark

    ASSISTANT TREASURER, 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

  • 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

  • Brett Denton

    SECRETARY

    Total calculated
    $2,295,087
    From this org
    $0
    From related orgs
    $1,971,827
    Other
    $323,260
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,063,403 related
    Bonus
    $0 + $866,057 related
    Other
    $0 + $42,367 related
    Deferred
    $0 + $291,865 related
    Nontaxable benefits
    $0 + $31,395 related
    Filer's total
    $0 + $2,295,087 related

  • Nan Nelson

    ASSISTANT 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

  • 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

  • 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

  • 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

  • Rachelle Hart

    ASSISTANT 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

  • 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

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
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

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

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

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

  • ADVOCATE GROUP PURCHASING LLC

    PURCHASING SVCS · IL

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SEE PART VII

    IL

Related corporations and trusts

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

  • ADV HOME CARE PRODUCTS INC

    C · HEALTH SERVICES · IL

  • DREYER CLINIC INC

    C · MEDICAL SERVICES · IL

  • EVANGELICAL SERVICES CORPORATION

    C · MGMT SERVICES · IL · 100% owned · controlled entity

    Directly controlled by AHCN

  • HIGH TECHNOLOGY INC

    C · MEDICAL SERVICES · IL

  • PARKSIDE CENTER CONDO ASSOC

    C · PROP MGMT · IL

  • ADVOCATE INSURANCE SPC

    C · INSURANCE · CJ

  • ADVOCATE HPN NFP

    C · HLTH IMPR. MGMT · IL

  • THE DELPHI GROUP IV INC

    C · HLTH COST MGMT · IL

  • ADVOCATE HEALTH PARTNERS

    C · HEALTH CARE MGMT · IL · 50% owned · controlled entity

  • ADV PHYS PTNR ACCT CARE

    C · HEALTH CARE MGMT · IL

  • ADV PHYS PTNR RISK PURCH GR

    C · GROUP MALPRACTICE SERVICES · IL

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433219349300333

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