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Nonprofiteer
← ADVOCATE CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by ADVOCATE CHARITABLE FOUNDATION.

Totals

Total revenue
$38,418,076
Total expenses
$32,872,656
Contributions and grants received
$26,782,968
Grants paid
$19,857,582
Program service revenue
$0
Investment income
$11,915,868
Other revenue
-$280,760
Total assets, end of year
$194,672,075
Total liabilities, end of year
$3,346,742
Net assets or fund balances, end of year
$191,325,333
Program services expenses (Part IX)
$28,249,226
Management and general expenses
$391,116
Fundraising expenses
$4,232,314
Program service expenses (Part III)
$28,249,226

Program services were 85.9% 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

    $1,569,028

  • 1d · Related organizations

    $9,500,000

  • 1e · Government grants (contributions)

    $11,888

  • 1f · All other contributions, gifts and grants

    $15,702,052

  • 1g · Noncash contributions included above

    $3,208,358

  • 3 · Investment income

    total $86,456 · excluded $86,456

  • 7a · Gross sales of assets other than inventory

    securities $11,829,412

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

    securities $0

  • 7c · Gain or loss

    securities $11,829,412

  • 7d · Net gain or loss

    total $11,829,412 · excluded $11,829,412

  • 8a · Fundraising events: gross income

    $185,626

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

    $1,569,028

  • 8b · Fundraising events: direct expenses

    $469,973

  • 8c · Net income from fundraising events

    total -$284,347 · excluded -$284,347

  • 9a · Gaming: gross income

    $18,305

  • 9b · Gaming: direct expenses

    $13,794

  • 9c · Net income from gaming

    total $4,511 · excluded $4,511

  • 11a · Other revenue: FITNESS CENTER FEES

    total $96 · related or exempt $96

  • 11b · Other revenue: PROGRAM REIMBURSEMENT

    total -$1,020 · related or exempt -$1,020

  • 11e · Other revenue, total

    -$924

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $19,857,582 · program services $19,857,582

  • 5 · Compensation of officers, directors and key employees

    total $1,119,540 · program services $1,119,540

  • 7 · Other salaries and wages

    total $5,795,884 · program services $5,795,884

  • 8 · Pension plan contributions

    total $403,318 · program services $403,318

  • 9 · Other employee benefits

    total $631,497 · program services $631,497

  • 10 · Payroll taxes

    total $441,195 · program services $441,195

  • 11c · Fees: accounting

    total $26,538 · management and general $26,538

  • 11f · Fees: investment management

    total $26,441 · management and general $26,441

  • 11g · Fees: other

    total $269,634 · management and general $269,634

  • 12 · Advertising and promotion

    total $4,722 · fundraising $4,722

  • 13 · Office expenses

    total $114,493 · fundraising $114,493

  • 14 · Information technology

    total $422,166 · fundraising $422,166

  • 17 · Travel

    total $39,320 · fundraising $39,320

  • 19 · Conferences, conventions and meetings

    total $160,305 · fundraising $160,305

  • 21 · Payments to affiliates

    total $8,466 · fundraising $8,466

  • 22 · Depreciation, depletion and amortization

    total $793 · management and general $793

  • 23 · Insurance

    total $67,710 · management and general $67,710

  • 24a · Other expenses: FUNDRAISING MEETING

    total $3,379,133 · fundraising $3,379,133

  • 24b · Other expenses: DEVELOPMENT

    total $210 · program services $210

  • 24c · Other expenses: BAD DEBT

    total -$14,249 · fundraising -$14,249

  • 24e · All other expenses

    total $117,958 · fundraising $117,958

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,251,647 · end of year $25,812,105

  • 2 · Savings and temporary cash investments

    beginning of year $9,180,816 · end of year $9,180,816

  • 3 · Pledges and grants receivable

    beginning of year $16,211,814 · end of year $15,357,961

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

    $167,710

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

    $166,060

  • 10c · Land, buildings and equipment, net

    beginning of year $2,443 · end of year $1,650

  • 11 · Investments: publicly traded securities

    beginning of year $148,217,359 · end of year $135,993,446

  • 13 · Investments: program-related

    beginning of year $2,491,971 · end of year $2,527,792

  • 15 · Other assets

    beginning of year $16,150,928 · end of year $5,798,305

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,622,042 · end of year $736,827

  • 25 · Other liabilities

    beginning of year $4,296,894 · end of year $2,609,915

  • 27 · Net assets without donor restrictions

    beginning of year $24,355,008 · end of year $24,244,821

  • 28 · Net assets with donor restrictions

    beginning of year $161,233,034 · end of year $167,080,512

Mission and programs · 2023

Mission

SEE SCHEDULE O: TO EMBRACE THE MISSION OF ADVOCATE HEALTH CARE (A NON-FOR-PROFIT FAMILY OF HOSPITALS AND CAREGIVERS), CULTIVATE PHILANTHROPIC PARTNERSHIPS, AND INCREASE CHARITABLE SUPPORT OF ADVOCATE HEALTH CARE'S CLINICAL, EDUCATION AND RESEARCH PROGRAMS.

Activities or mission (Part I)

ADVOCATE CHARITABLE FOUNDATION (ACF) RAISES FUNDS FOR ADVOCATE HEALTH CARE. THE DONOR DETERMINES BOTH PROGRAM AND HOSPITAL WHICH BENEFIT FROM THE GIFT. THE FOUNDATION SERVES AS THE FIDUCIARY AGENT FOR THE GIFTS UNTIL USED FOR THE DONOR'S PURPOSE. ACF WILL USE 100% OF ALL DONATIONS FOR DONOR'S INTENDED PURPOSES AND PROGRAMS.ADVOCATE HEALTH CARE CONSISTS OF: ADVOCATE HEALTH & HOSPITALS CORPORATION (INCLUDING ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE GOOD SAMARITAN HOSPITAL, ADVOCATE GOOD SHEPHERD HOSPITAL, ADVOCATE LUTHERAN GENERAL HOSPITAL, ADVOCATE SOUTH SUBURBAN HOSPITAL, ADVOCATE TRINITY HOSPITAL AND ADVOCATE MEDICAL GROUP), ADVOCATE NORTH SIDE HEALTH NETWORK, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE SHERMAN HOSPITAL, ADVOCATE HOME HEALTH SERVICES, ADVOCATE HOSPICE AND VARIOUS SYSTEM-WIDE PROGRAMS.

  • GENERAL AND CLINICAL SUPPORTDONOR GIFTS WERE USED TO SUPPORT CLINICAL PROGRAMS BY REIMBURSING OPERATING EXPENSES AND BY PROVIDING CAPITAL EXPENDITURES FOR EQUIPMENT AND FACILITIES RENOVATION AND CONSTRUCTION. PROGRAMS FOR SPECIAL NEEDS PATIENTS SUPPORT INCLUDED AN ADULT DOWN SYNDROME CLINIC, DENTAL CARE FOR THE DISABLED, CHILDHOOD SEXUAL TRAUMA THERAPY, OLDER ADULT SERVICES, PEDIATRIC DEVELOPMENT EVALUATIONS AND TREATMENTS, AND NEONATAL BEREAVEMENT COUNSELING. CLINIC PROGRAMS WERE ENHANCED THROUGH CAPITAL PURCHASES SUCH AS EQUIPPING EMERGENCY ROOMS, RENOVATIONS OF SURGICAL SUITES, EXPANSIONS OF CARDIAC AND CANCER CARE CENTERS, DIAGNOSTIC IMAGING EQUIPMENT, AND REMODELING OF PEDIATRIC INTENSIVE CARE UNITS. COMMUNITY OUTREACH PROGRAMS SUPPORTED BY GIFTS INCLUDED SCHOOL-BASED HEALTH CLINICS, DENTAL PROGRAMS FOR SPECIAL NEEDS POPULATIONS, FAITH COMMUNITY PARTNERSHIPS INCLUDING PARISH NURSING, CHILDHOOD IMMUNIZATIONS, CHILD DEVELOPMENT EDUCATION, SAFETY PROGRAMS, PATIENT FAMILY SUPPORT, ADDICTION COUNSELING, HEALTH COMMUNICATION FOR THE DEAF, AND ASTHMA MANAGEMENT.

    Expenses $18,255,483 · Grants $18,130,883

  • SCHOLARSHIPS AND EDUCATION PROGRAMSDONOR GIFTS WERE USED TO SUPPORT EDUCATION OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS, CONTINUING EDUCATION OF MEDICAL STAFF PHYSICIANS, PASTORAL CARE (HOSPITAL CHAPLAIN) EDUCATION, ADMINISTRATIVE FELLOWSHIPS, ACCREDITATION TRAINING FOR PARAMEDICS, FELLOWSHIPS IN HEALTH CARE ADMINISTRATION, A NURSING RESIDENCY, AND CONTINUING EDUCATION OF ADVOCATE AND COMMUNITY CAREGIVERS ESPECIALLY NURSES AND CLINICAL TECHNICIANS. MEDICAL LIBRARIES AND CLINICAL EDUCATION LEARNING CENTERS WERE ENHANCED BY DONOR GIFTS. THE SYSTEM EDUCATED ABOUT 1,400 MEDICAL STUDENTS, ABOUT 600 MEDICAL RESIDENTS AND FELLOWS, ABOUT 100 PASTORAL CARE STUDENTS, AND MORE THAN 10,000 NURSES AND OTHER CAREGIVERS. SCHOLARSHIPS ARE PROVIDED FOR CONTINUING EDUCATION OF EMPLOYEES AND TO STUDENTS IN HIGH SCHOOL AND COLLEGE INTERESTED IN HEALTH CARE OCCUPATIONS.

    Expenses $690,073 · Grants $685,363

  • MEDICAL RESEARCHDONOR GIFTS WERE USED TO SUPPORT BOTH BASIC RESEARCH IN PEDIATRIC ONCOLOGY AND CLINICAL RESEARCH IN THE AREAS OF ADULT ONCOLOGY, CARDIOLOGY, ADDICTION MEDICINE, RENAL DISEASE, NEONATAL CARE, EMERGENCY MEDICINE, NURSING CLINICAL PROCEDURES, AND PEDIATRIC ONCOLOGY.

    Expenses $1,064,349 · Grants $1,057,084

  • Expenses $8,239,321 · Grants -$15,848

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANTHONY T SMITH

    DIRECTOR, CHAIRPERSON

    Total calculated
    $0
    Hours/week
    55 + 1 related

  • RANDY VARJU

    DIRECTOR, PRESIDENT/CHIEF DEVELOPMENT OFFICER

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

    Schedule J breakdown matched by us

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

  • LESLIE WININGER

    DIRECTOR, PRESIDENT

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

    Schedule J breakdown matched by us

    Base
    $0 + $206,068 related
    Bonus
    $0 + $43,463 related
    Other
    $0 + -$2,200 related
    Deferred
    $0 + $29,986 related
    Nontaxable benefits
    $0 + $16,443 related
    Filer's total
    $0 + $293,760 related

  • JAMES SKOGSBERGH

    DIRECTOR

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

    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

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

    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

  • PAT CRAWFORD

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CAROLINE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASH LUTHRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK IGLESKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY STAPLETON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CORY LICHTENBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROB PERI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANCESCA POPPER

    DIRECTOR

    Total calculated
    $373,114
    From this org
    $0
    From related orgs
    $353,314
    Other
    $19,800
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $173,110 related
    Bonus
    $0 + $182,691 related
    Other
    $0 + -$2,487 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $9,900 related
    Filer's total
    $0 + $373,114 related

  • REV DR ROBERT DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JP HILLS

    DIRECTOR

    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

  • NAN NELSON

    ASSISTANT 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

  • 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

  • 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

  • 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

  • KEVIN FITCH

    ASSISTANT TREASURER

    Total calculated
    $654,071
    From this org
    $0
    From related orgs
    $569,025
    Other
    $85,046
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,752 related
    Bonus
    $0 + $164,653 related
    Other
    $0 + $18,620 related
    Deferred
    $0 + $56,223 related
    Nontaxable benefits
    $0 + $28,823 related
    Filer's total
    $0 + $654,071 related

  • RACHELLE HART

    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

  • 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

  • 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

  • ALLYSON REGNIER

    VP, DEVELOPMENT

    Total calculated
    $260,263
    From this org
    $225,543
    From related orgs
    $0
    Other
    $34,720
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $188,313
    Bonus
    $42,993
    Other
    -$5,763
    Deferred
    $6,939
    Nontaxable benefits
    $27,781
    Filer's total
    $260,263

  • DOUGLAS HUTCHINGS

    VP, DEVELOPMENT

    Total calculated
    $360,497
    From this org
    $320,311
    From related orgs
    $0
    Other
    $40,186
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $262,423
    Bonus
    $59,986
    Other
    -$2,098
    Deferred
    $9,672
    Nontaxable benefits
    $30,514
    Filer's total
    $360,497

  • JO AMICK

    VP, DEVELOPMENT

    Total calculated
    $298,033
    From this org
    $265,120
    From related orgs
    $0
    Other
    $32,913
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $212,950
    Bonus
    $48,729
    Other
    $3,441
    Deferred
    $22,128
    Nontaxable benefits
    $10,785
    Filer's total
    $298,033

  • SUSAN ABDERHOLDEN

    VP, PHILANTHROPY

    Total calculated
    $364,260
    From this org
    $315,846
    From related orgs
    $0
    Other
    $48,414
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $198,537
    Bonus
    $58,042
    Other
    $59,267
    Deferred
    $30,197
    Nontaxable benefits
    $18,217
    Filer's total
    $364,260

  • JOHN HOLMBERG

    VP, PLANNED GIVING

    Total calculated
    $233,338
    From this org
    $209,723
    From related orgs
    $0
    Other
    $23,615
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $172,422
    Bonus
    $39,188
    Other
    -$1,887
    Deferred
    $6,348
    Nontaxable benefits
    $17,267
    Filer's total
    $233,338

  • DAVINA MARTIN

    VICE PRESIDENT DEVELOPMENT

    Total calculated
    $230,028
    From this org
    $215,364
    From related orgs
    $0
    Other
    $14,664
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $176,332
    Bonus
    $39,704
    Other
    -$672
    Deferred
    $4,891
    Nontaxable benefits
    $9,773
    Filer's total
    $230,028

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

  • 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
  • 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, 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: LESLIE WININGER 27,380 JAMES SKOGSBERGH 572,364 WILLIAM SANTULLI 246,278 FRANCESCA POPPER 9,150 DOMINICA TALLARICO 132,605 DOMINIC NAKIS 195,217 NAN NELSON 99,317 MICHAEL GREBE 129,806 JAMES DOHENY 78,993 STEVE HUSER 69,926 BRAD CLARK 80,393 KEVIN FITCH 69,511 RACHELLE HART 93,460 MICHAEL KERNS 73,386 LESLIE LENZO 29,650 JAMES SLINKMAN 68,915 MARY MATTHEWS 29,650

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433219349301018

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