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Nonprofiteer
← AURORA HEALTH CARE FOUNDATION INC

Form 990 for tax year 2022

Filed by AURORA HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$6,629,357
Total expenses
$4,522,861
Contributions and grants received
$6,566,988
Grants paid
$659,860
Program service revenue
$0
Investment income
$1,275
Other revenue
$61,094
Total assets, end of year
$272,317,455
Total liabilities, end of year
$4,523,314
Net assets or fund balances, end of year
$267,794,141
Program services expenses (Part IX)
$4,512,145
Management and general expenses
$41,427
Fundraising expenses
-$30,711
Program service expenses (Part III)
$4,512,145

Program services were 99.8% 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

    $122,630

  • 1f · All other contributions, gifts and grants

    $6,444,358

  • 1g · Noncash contributions included above

    $6,786,545

  • 3 · Investment income

    total $22,249 · related or exempt $22,249

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

    securities $20,974

  • 7c · Gain or loss

    securities -$20,974

  • 7d · Net gain or loss

    total -$20,974 · related or exempt -$20,974

  • 8a · Fundraising events: gross income

    $246,393

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

    $122,630

  • 8b · Fundraising events: direct expenses

    $185,299

  • 8c · Net income from fundraising events

    total $61,094 · excluded $61,094

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $659,860 · program services $659,860

  • 7 · Other salaries and wages

    total $3,050,537 · program services $3,050,537

  • 8 · Pension plan contributions

    total $168,000 · program services $168,000

  • 9 · Other employee benefits

    total $407,766 · program services $407,766

  • 10 · Payroll taxes

    total $225,832 · program services $225,832

  • 11f · Fees: investment management

    total $19,909 · management and general $19,909

  • 11g · Fees: other

    total $20,815 · management and general $20,815

  • 12 · Advertising and promotion

    total $3,140 · fundraising $3,140

  • 13 · Office expenses

    total $127,469 · fundraising $127,469

  • 14 · Information technology

    total $163,489 · fundraising $163,489

  • 17 · Travel

    total $20,100 · fundraising $20,100

  • 19 · Conferences, conventions and meetings

    total $11,468 · fundraising $11,468

  • 24a · Other expenses: BANK FEES

    total $703 · management and general $703

  • 24b · Other expenses: DEVELOPMENT

    total $150 · program services $150

  • 24c · Other expenses: FUNDRAISING MEETING

    total -$235,549 · fundraising -$235,549

  • 24e · All other expenses

    total -$120,828 · fundraising -$120,828

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$66,403 · end of year -$11,893,280

  • 2 · Savings and temporary cash investments

    beginning of year $2,839,673 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,477,610 · end of year $1,904,354

  • 11 · Investments: publicly traded securities

    beginning of year $326,670,831 · end of year $278,551,313

  • 13 · Investments: program-related

    beginning of year $1,245,842 · end of year $1,143,397

  • 15 · Other assets

    beginning of year $0 · end of year $2,611,671

  • 17 · Accounts payable and accrued expenses

    beginning of year $980,587 · end of year $4,421,696

  • 25 · Other liabilities

    beginning of year $46,820,386 · end of year $101,618

  • 27 · Net assets without donor restrictions

    beginning of year $205,149,708 · end of year $193,872,667

  • 28 · Net assets with donor restrictions

    beginning of year $79,216,872 · end of year $73,921,474

Mission and programs · 2022

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 $4,512,145 · Grants $659,860 · Revenue $1,275

As filed on the 2022 return.

Listed in Part VII

  • CRISTY GARCIA-THOMAS

    DIRECTOR, CHAIRPERSON

    Total calculated
    $1,404,708
    From this org
    $0
    From related orgs
    $1,252,556
    Other
    $152,152
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,601 related
    Bonus
    $0 + $550,113 related
    Other
    $0 + $88,842 related
    Deferred
    $0 + $117,822 related
    Nontaxable benefits
    $0 + $34,330 related
    Filer's total
    $0 + $1,404,708 related

  • CARRIE KILLORAN

    DIRECTOR

    Total calculated
    $1,200,998
    From this org
    $0
    From related orgs
    $1,095,076
    Other
    $105,922
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $688,159 related
    Bonus
    $0 + $340,226 related
    Other
    $0 + $66,691 related
    Deferred
    $0 + $103,274 related
    Nontaxable benefits
    $0 + $2,648 related
    Filer's total
    $0 + $1,200,998 related

  • DENNIS POTTS

    DIRECTOR

    Total calculated
    $2,000,109
    From this org
    $0
    From related orgs
    $1,843,481
    Other
    $156,628
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $965,561 related
    Bonus
    $0 + $745,299 related
    Other
    $0 + $132,621 related
    Deferred
    $0 + $131,720 related
    Nontaxable benefits
    $0 + $24,908 related
    Filer's total
    $0 + $2,000,109 related

  • JEFFREY DALEN-BARD

    DIRECTOR

    Total calculated
    $1,191,830
    From this org
    $0
    From related orgs
    $1,060,635
    Other
    $131,195
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,528 related
    Bonus
    $0 + $358,214 related
    Other
    $0 + $58,893 related
    Deferred
    $0 + $97,990 related
    Nontaxable benefits
    $0 + $33,205 related
    Filer's total
    $0 + $1,191,830 related

  • MARY BETH KINGSTON

    DIRECTOR

    Total calculated
    $1,384,235
    From this org
    $0
    From related orgs
    $1,245,851
    Other
    $138,384
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $562,159 related
    Bonus
    $0 + $583,355 related
    Other
    $0 + $100,337 related
    Deferred
    $0 + $123,231 related
    Nontaxable benefits
    $0 + $15,153 related
    Filer's total
    $0 + $1,384,235 related

  • NAN NELSON

    DIRECTOR, 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

  • DOMINIC NAKIS

    TREASURER

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

    Schedule J breakdown matched by us

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

  • JAMES DOHENY

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • MICHAEL GREBE

    SECRETARY

    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

  • MICHAEL KERNS

    ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

  • RACHELLE HART

    DIRECTOR, 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

  • RANDY VARJU

    PRESIDENT

    Total calculated
    $661,254
    From this org
    $0
    From related orgs
    $577,025
    Other
    $84,229
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,513 related
    Bonus
    $0 + $170,046 related
    Other
    $0 + $38,466 related
    Deferred
    $0 + $52,449 related
    Nontaxable benefits
    $0 + $31,780 related
    Filer's total
    $0 + $661,254 related

  • STEVE HUSER

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • MICHELLE WEBER

    VP DEVELOPMENT

    Total calculated
    $286,641
    From this org
    $229,599
    From related orgs
    $0
    Other
    $57,042
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $188,484
    Bonus
    $45,792
    Other
    -$4,677
    Deferred
    $27,528
    Nontaxable benefits
    $29,514
    Filer's total
    $286,641

  • LESLIE WININGER

    VP CORP DEVELOPMENT

    Total calculated
    $274,020
    From this org
    $228,160
    From related orgs
    $0
    Other
    $45,860
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $182,817
    Bonus
    $46,501
    Other
    -$1,158
    Deferred
    $27,380
    Nontaxable benefits
    $18,480
    Filer's total
    $274,020

  • JENNIFER ENANTI

    VP DEVELOPMENT

    Total calculated
    $220,336
    From this org
    $205,658
    From related orgs
    $0
    Other
    $14,678
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $164,220
    Bonus
    $41,868
    Other
    -$430
    Deferred
    $4,025
    Nontaxable benefits
    $10,653
    Filer's total
    $220,336

  • ALICIA SMITH

    VP DEVELOPMENT

    Total calculated
    $219,600
    From this org
    $202,626
    From related orgs
    $0
    Other
    $16,974
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $163,556
    Bonus
    $39,045
    Other
    $25
    Deferred
    $6,078
    Nontaxable benefits
    $10,896
    Filer's total
    $219,600

  • ANDREA PETRIE

    VP DEVELOPMENT

    Total calculated
    $209,274
    From this org
    $201,721
    From related orgs
    $0
    Other
    $7,553
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $169,175
    Bonus
    $31,388
    Other
    $1,158
    Deferred
    $6,017
    Nontaxable benefits
    $1,536
    Filer's total
    $209,274

  • MICHAEL LAPPIN

    FORMER SECRETARY

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

    Schedule J breakdown matched by us

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

  • JAMES SLINKMAN

    FORMER ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

  • LESLIE LENZO

    FORMER ASSISTANT TREASURER

    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

  • JUDITH STROUT

    FORMER DIRECTOR OF DEVELOPMENT

    Total calculated
    $143,218
    From this org
    $127,816
    From related orgs
    $0
    Other
    $15,402
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $115,885
    Bonus
    $14,771
    Other
    -$2,840
    Deferred
    $3,920
    Nontaxable benefits
    $11,482
    Filer's total
    $143,218

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 2021 AS FOLLOWS: CRISTY GARCIA-THOMAS - $99,092 MARY BETH KINGSON - $104,389 RANDY VARJU - $52,379 DENNIS POTTS - $134,794 MICHAEL LAPPIN - $153,120 DOMINIC NAKIS - $186,174 JEFFERY DALEN-BARD - $77,864 SHELLY HART - $73,931 CARRIE KILLORAN - $80,190 NAN NELSON - $74,289 MICHAEL GREBE - $114,882 MICHAEL KERNS - $51,345 JAMES SLINKMAN - $46,246 JAMES DOHENY - $58,657 LESLIE LENZO - $83,830 STEVE HUSER - $47,354 THE FOLLOWING EMPLOYEE RECEIVED A SEVERANCE PAYMENT DURING 2021 THAT HAS BEEN PROPERLY REPORTED ON SCHEDULE J, PART II: MICHAEL LAPPIN

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323209349301527

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