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← ADVOCATE HEALTH AND HOSPITALS CORPORATION

Form 990 for tax year 2022

Filed by ADVOCATE HEALTH AND HOSPITALS CORPORATION.

Totals

Total revenue
$6,666,293,958
Total expenses
$6,271,221,841
Contributions and grants received
$58,332,013
Grants paid
$1,203,402
Program service revenue
$5,868,678,226
Investment income
$707,637,637
Other revenue
$31,646,082
Total assets, end of year
$16,608,896,056
Total liabilities, end of year
$10,845,528,658
Net assets or fund balances, end of year
$5,763,367,398
Program services expenses (Part IX)
$5,962,058,837
Management and general expenses
$309,163,004
Fundraising expenses
$0
Program service expenses (Part III)
$5,962,058,837

Program services were 95.1% 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

    $92,731

  • 1d · Related organizations

    $9,408,204

  • 1e · Government grants (contributions)

    $40,850,216

  • 1f · All other contributions, gifts and grants

    $7,980,862

  • 2a · Program service revenue: MEDICARE/MEDICAID

    total $2,024,916,094 · related or exempt $2,024,916,094

  • 2b · Program service revenue: PATIENT SERVICE REVENU

    total $1,392,656,953 · related or exempt $1,392,656,953

  • 2c · Program service revenue: BLUE CROSS/MGD CARE

    total $1,293,039,336 · related or exempt $1,293,039,336

  • 2d · Program service revenue: PHARMACY

    total $699,062,183 · related or exempt $699,062,183

  • 2e · Program service revenue: LABORATORY

    total $459,003,660 · related or exempt $459,003,660

  • 3 · Investment income

    total $635,744,980 · excluded $635,744,980

  • 5 · Royalties

    total $54,343 · excluded $54,343

  • 6a · Gross rents

    real property $5,484,862

  • 6b · Less rental expenses

    real property $5,735,483

  • 6c · Rental income or loss

    real property -$250,621

  • 6d · Net rental income or loss

    total -$250,621 · excluded -$250,621

  • 7a · Gross sales of assets other than inventory

    other assets $72,178,553

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

    other assets $285,896

  • 7c · Gain or loss

    other assets $71,892,657

  • 7d · Net gain or loss

    total $71,892,657 · excluded $71,892,657

  • 8a · Fundraising events: gross income

    $0

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

    $92,731

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $18,712,185 · related or exempt $18,712,185

  • 11b · Other revenue: CAFETERIA REVENUE

    total $8,284,461 · related or exempt $8,284,461

  • 11c · Other revenue: FITNESS & WELLNESS CLU

    total $4,803,232 · related or exempt $4,803,232

  • 11d · All other revenue

    total $42,482 · related or exempt $42,482

  • 11e · Other revenue, total

    $31,842,360

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,203,402 · program services $1,203,402

  • 5 · Compensation of officers, directors and key employees

    total $1,667,050 · program services $1,667,050

  • 7 · Other salaries and wages

    total $2,448,687,996 · program services $2,208,945,185 · management and general $239,742,811

  • 8 · Pension plan contributions

    total $79,739,482 · program services $72,878,117 · management and general $6,861,365

  • 9 · Other employee benefits

    total $282,933,499 · program services $259,208,062 · management and general $23,725,437

  • 10 · Payroll taxes

    total $163,873,799 · program services $147,069,838 · management and general $16,803,961

  • 11a · Fees: management

    total $4,435 · management and general $4,435

  • 11b · Fees: legal

    total $9,536,763 · management and general $9,536,763

  • 11c · Fees: accounting

    total $461,483 · management and general $461,483

  • 11d · Fees: lobbying

    total $543,998 · management and general $543,998

  • 11f · Fees: investment management

    total $3,453,055 · management and general $3,453,055

  • 11g · Fees: other

    total $342,297,835 · management and general $342,297,835

  • 12 · Advertising and promotion

    total $18,676,942 · program services $872,261 · management and general $17,804,681

  • 13 · Office expenses

    total $42,855,860 · program services $38,751,030 · management and general $4,104,830

  • 14 · Information technology

    total $17,759,290 · program services $4,628,653 · management and general $13,130,637

  • 16 · Occupancy

    total $111,354,254 · program services $102,528,951 · management and general $8,825,303

  • 17 · Travel

    total $2,965,374 · program services $2,060,150 · management and general $905,224

  • 19 · Conferences, conventions and meetings

    total $7,899,411 · program services $7,016,662 · management and general $882,749

  • 20 · Interest

    total $101,623,965 · program services $101,623,960 · management and general $5

  • 21 · Payments to affiliates

    total $7,230,076 · management and general $7,230,076

  • 22 · Depreciation, depletion and amortization

    total $218,723,408 · program services $186,501,976 · management and general $32,221,432

  • 23 · Insurance

    total $127,128,590 · program services $124,716,132 · management and general $2,412,458

  • 24a · Other expenses: OTHER INTERCOMPANY

    total $969,862,889 · program services $974,770,991 · management and general -$4,908,102

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $746,091,084 · program services $749,116,889 · management and general -$3,025,805

  • 24c · Other expenses: BAD DEBT

    total $151,035,202 · program services $151,035,202

  • 24d · Other expenses: INCOME TAXES

    total -$4,044,300 · program services -$4,044,300

  • 24e · All other expenses

    total $417,656,999 · program services $831,508,626 · management and general -$413,851,627

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $64,605,244 · end of year -$2,731,746

  • 2 · Savings and temporary cash investments

    beginning of year $25,000,000 · end of year $468,754,724

  • 3 · Pledges and grants receivable

    beginning of year $8,634,863 · end of year $2,831,919

  • 4 · Accounts receivable

    beginning of year $702,390,841 · end of year $666,375,415

  • 7 · Other notes and loans receivable

    beginning of year $1,452,419,136 · end of year $1,445,403,510

  • 8 · Inventories for sale or use

    beginning of year $72,504,209 · end of year $116,506,851

  • 9 · Prepaid expenses and deferred charges

    beginning of year $49,054,431 · end of year $61,749,535

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

    $4,745,036,101

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

    $2,676,710,627

  • 10c · Land, buildings and equipment, net

    beginning of year $2,084,241,070 · end of year $2,068,325,474

  • 11 · Investments: publicly traded securities

    beginning of year $6,137,470,385 · end of year $4,613,712,772

  • 12 · Investments: other securities

    beginning of year $5,814,169,944 · end of year $5,970,611,163

  • 13 · Investments: program-related

    beginning of year $184,826,796 · end of year $120,656,887

  • 14 · Intangible assets

    beginning of year $39,193,833 · end of year $34,114,083

  • 15 · Other assets

    beginning of year $686,092,340 · end of year $1,042,585,469

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,470,496,351 · end of year $2,099,160,138

  • 19 · Deferred revenue

    beginning of year $17,008,748 · end of year $16,227,403

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,214,384,883 · end of year $1,186,229,498

  • 23 · Secured mortgages and notes payable

    beginning of year $15,095,403 · end of year $13,922,596

  • 24 · Unsecured notes and loans payable

    end of year $17,401,979

  • 25 · Other liabilities

    beginning of year $8,125,467,847 · end of year $7,512,587,044

  • 27 · Net assets without donor restrictions

    beginning of year $6,477,026,355 · end of year $5,762,309,443

  • 28 · Net assets with donor restrictions

    beginning of year $1,123,505 · end of year $1,057,955

Mission and programs · 2022

Mission

THE MISSION OF ADVOCATE HEALTH AND HOSPITALS CORPORATION IS TO SERVETHE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THOUGH AWHOLISTIC PHILOSOPY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMANBEINGS AS CREATED IN THE IMAGE OF GOD.

Activities or mission (Part I)

SERVE HEALTH NEEDS OF COMMUNITIES THROUGH WHOLISTIC PHILOSOPHY ROOTED IN FUNDAMENTAL UNDERSTANDING OF HUMANS AS CREATED IN THE IMAGE OF GOD.

  • FINANCIAL ASSISTANCEPROVIDING INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. INCLUDED IN THESE HEALTH CARE SERVICES ARE THE PROVISION OF FINANCIAL ASSISTANCE AND TRAUMA CARE. AS PART OF ITS COMMUNITY BENEFITS STRATEGY AND ITS VISION AND VALUES, ADVOCATE IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR PEOPLE WHO ARE UNINSURED, UNDERINSURED AND LOW INCOME. ADVOCATE OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED AND PROVIDING DISCOUNTS TO UNINSURED AND INSURED PATIENTS. PATIENTS EARNING UP TO SIX TIMES THE FEDERAL POVERTY LEVEL (FPL) AND INSURED PATIENTS EARNING UP TO TWO AND HALF TIMES THE FPL, MAY QUALIFY FOR A FULL OR PARTIAL FINANCIAL ASSISTANCE DISCOUNT. ADDITIONALLY, A CATASTROPHIC ASSISTANCE DISCOUNT IS AVAILABLE FOR UNINSURED AND INSURED PATIENTS WHOSE INCOMES EXCEED THE TRADITIONAL FINANCIAL ASSISTANCE INCOME GUIDELINES AND HAVE OUTSTANDING PATIENT BALANCES OF $25,000 OR MORE FOR A SINGLE DATE OF SERVICE OR SUM OF SEVERAL DATES OF SERVICE. THESE PATIENTS MAY QUALIFY TO RECEIVE A FINANCIAL ASSISTANCE DISCOUNT THAT REDUCES THEIR OUTSTANDING BALANCE TO 25% OF THEIR NET INCOME. FOR UNINSURED PATIENTS, ADVOCATE WILL PRESUMPTIVELY PROVIDE FINANCIAL ASSISTANCE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY. IN THESE CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA ARE NOT AVAILABLE FOR UNINSURED PATIENTS, FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. ADVOCATE EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL. ADVOCATE CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP.ADVOCATE HEALTH CARE IS DEDICATED TO PROVIDING EXPERT EMERGENCY CARETODAY AND INTO THE FUTURE. IN THE AREA OF TRAUMA CARE, LEVEL 1 DESIGNATION IS THE HIGHEST LEVEL FOR TRAUMA CENTERS. AS LEVEL 1 TRAUMA CENTERS, FIVE ADVOCATE HOSPITALSADVOCATE CHRIST, ADVOCATE CONDELL, ADVOCATE GOOD SAMARITAN, ADVOCATE ILLINOIS MASONIC AND ADVOCATE LUTHERAN GENERALCARE FOR THE MOST SERIOUSLY INJURED PEOPLE IN CHICAGOLAND. AS IS THE CASE WITH ALL ILLINOIS LEVEL I TRAUMA CENTERS, ADVOCATE'S TRAUMA CENTERS ARE STAFFED BY ON-SITE, 24-HOUR-A-DAY TRAUMA SURGEONS; FEATURE 24-HOUR SURGICAL AND NONSURGICAL SERVICES, SUCH AS RADIOLOGY AND ANESTHESIA; AND CAN ACCOMMODATE HELICOPTER TRANSPORTS. ADVOCATE OPERATES NEARLY ONE-QUARTER OF ALL LEVEL I TRAUMA CENTERS IN ILLINOIS AND IS THE LARGEST TRAUMA SYSTEM IN THE STATE. TWENTY PERCENT OF TRAUMA PATIENTS IN METROPOLITAN CHICAGO ARE TREATED ANNUALLY IN AN ADVOCATE TRAUMA CENTER. IN 2022, ADVOCATE'S LEVEL I TRAUMA HOSPITALS TREATED 2,432 TRAUMA PATIENTS. AN ADDITIONAL 266 TRAUMA PATIENTS WERE TREATED AT ADVOCATE'S LEVEL II DESIGNATED TRAUMA HOSPITAL ADVOCATE SHERMAN. ADVOCATE GOOD SHEPHERD TRANSITIONED TO A LEVEL I HOSPITAL. IN ADDITION TO THE TRAUMA I AND II PATIENTS, THERE WERE 473,024 NON-TRAUMA ER VISITS TO ADVOCATE'S HOSPITALS IN 2022 .

    Expenses $5,485,702,694 · Grants $1,203,402 · Revenue $5,607,744,909

  • HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. AS PART OF ADVOCATE'S BROAD ARRAY OF SERVICES AND PROGRAMS DESIGNED TO MEET COMMUNITY HEALTH NEEDS, ADVOCATE PHYSICIANS TARGET UNIQUE HEALTH ACCESS NEEDS OF THE UNINSURED, UNDERINSURED, UNDERSERVED, LOW INCOME AND SPECIAL NEEDS INDIVIDUALS LIVING IN CHICAGOLAND AND CENTRAL ILLINOIS COMMUNITIES. EXAMPLES OF THESE PROGRAMS INCLUDE:ADVOCATE ADULT DOWN SYNDROME CENTER. ESTABLISHED IN 1992 THROUGH A PARTNERSHIP BETWEEN ADVOCATE LUTHERAN GENERAL AND THE NATIONAL ASSOCIATION FOR DOWN SYNDROME (NADS), THE ADVOCATE MEDICAL GROUP ADULT DOWN SYNDROME CENTER PROVIDES CRUCIAL PSYCHOSOCIAL AND MEDICAL SERVICES TO ADOLESCENTS AND ADULTS WITH DOWN SYNDROME LIVING IN ALL AREAS OF ILLINOIS. EACH YEAR, APPROXIMATELY 2,000 INDIVIDUALS ARE SERVED THROUGH OVER 7,000 VISITS, INCLUDING CARE IN THE OFFICE, THE PATIENT'S HOME, AT RESIDENTIAL FACILITIES, NURSING HOMES AND IN THE HOSPITAL. THE CENTER'S MULTIDISCIPLINARY APPROACH TO COMPREHENSIVE MEDICAL CARE, WITH A STRONG EMPHASIS ON PREVENTIVE MEDICINE, PROVIDES PRACTICAL APPROACHES TO HEALTH EDUCATION AND HEALTH RISK REDUCTION, INCLUDING SUPPORTING PEOPLE WITH DOWN SYNDROME IN THEIR OWN HEALTH PROMOTION EFFORTS. REIMBURSEMENT IS REDUCED GIVEN MORE TIME IS PROVIDED TO EACH PATIENT VISIT TO ALLOW INDIVIDUALS WITH DOWN SYNDROME TO PARTICIPATE IN THEIR OWN HEALTH CARE. FURTHER, ONLY ONE-THIRD OF THE COST OF THE CLINIC IS REIMBURSED THROUGH BILLING INSURANCE DUE TO THE PAYOR MIX. ADVOCATE GENEROUSLY PROVIDES SOME SERVICES THROUGH THE CENTER THAT ARE KEY TO HEALTH PROMOTION BUT THAT ARE NOT REIMBURSABLE OR BILLABLE. IN ADDITION TO PATIENT CARE, THE MISSION OF THE CENTER INCLUDES EDUCATION AND RESEARCH. IN 2022, THE CENTER STAFF PROVIDED NUMEROUS EDUCATIONAL EVENTS AND CLASSES (VIRTUALLY, OF COURSE, DURING THE PANDEMIC BUT BEGINNING TO BE IN-PERSON AGAIN), PUBLISHED RESEARCH STUDIES, PROVIDED EXTENSIVE EDUCATIONAL MATERIALS ONLINE AND IN PRINT FORM, AND PARTICIPATED IN NATIONAL AND INTERNATIONAL PROJECTS EDUCATING ABOUT AND RESEARCHING THE EFFECT OF A VARIETY OF CONDITIONS HAVE ON PEOPLE WITH DOWN SYNDROME SUCH AS COVID-19, ALZHEIMER'S DISEASE, AND MENTAL HEALTH CONDITIONS.MAINE TOWNSHIP DISTRICT 207 SCHOOL-BASED HEALTH CENTERS (SBHC). MAINE TOWNSHIP DISTRICT 207 WAS FACED WITH APPROXIMATELY 30 PERCENT OF ITS STUDENTS NOT BEING ABLE TO MEET, OR EXPERIENCING SIGNIFICANT DIFFICULTY MEETING, THE STATE-MANDATED PHYSICAL AND IMMUNIZATION REQUIREMENTS DUE TO BEING UNINSURED OR UNDERINSURED. FOLLOWING SEVERAL YEARS OF PLANNING AND IN COLLABORATION WITH ADVOCATE MEDICAL GROUP AND ADVOCATE LUTHERAN GENERAL, THE DISTRICT OPENED A SCHOOL-BASED HEALTH CENTER (D207 SBHC) IN MAINE EAST HIGH SCHOOL IN MARCH 2003 TO PROVIDE THESE STUDENTS WITH ACCESS TO VITAL HEALTH CARE SERVICES. ADVOCATE EMPLOYEES SERVE AS MEDICAL DIRECTOR, PEDIATRICIAN, NURSE PRACTITIONER AND MENTAL HEALTH WORKER FOR THE GRANT-FUNDED CLINIC. THE CLINIC HAS A SMALL PHARMACY THAT PROVIDES LIMITED MEDICATIONS FOR STUDENTS IN NEED AND ADVOCATE KEEPS THE CLINIC EQUIPPED WITH OFFICE SUPPLIES AND OTHER EQUIPMENT. THE CENTER ALSO SERVES AS A TRAINING SITE FOR PEDIATRIC AND FAMILY MEDICINE RESIDENTS. OPEN TO ALL HIGH SCHOOL STUDENTS IN MAINE TOWNSHIP HIGH SCHOOL DISTRICT 207, THE D207 SBHC HAS HELPED TO PROVIDE MANY STUDENTS WITH PHYSICALS AND IMMUNIZATIONS WHICH HAS ALLOWED THE DISTRICT TO MAINTAIN ITS 99% IL STATE COMPLIANCE RATE. THE CENTER PROVIDES FREE OR LOW-COST SERVICES INCLUDING PHYSICALS, IMMUNIZATIONS, EMERGENT CARE, BEHAVIORAL HEALTH TREATMENT, NUTRITIONAL COUNSELING AND EDUCATIONAL PROGRAMS. IN 2022 THE SBHC PROGRAM SERVED 1,182 STUDENTS; OF THE 1,182 ENCOUNTERS, 24 WERE RELATED TO MENTAL HEALTH SERVICES AND 1,158 RELATED TO GENERAL MEDICAL ENCOUNTERS. BY SCHOOL YEAR CALENDAR (AUGUST 2022/JUNE 2022), THE SBHC SERVED 986 STUDENTS, 54 ENCOUNTERS WERE RELATED TO MENTAL HEALTH. IN 2022, THE SCBHC LOST ITS MENTAL HEALTH PROVIDER. MEDFEST. IN 2021, THE COVID-19 PANDEMIC CONTINUED TO AFFECT THE SPECIAL OLYMPICS OF ILLINOIS FROM HOLDING MEDFESTAN ANNUAL EVENT THAT THE ADVOCATE MEDICAL GROUP HAD PLANNED TO SPONSOR FOR THE 20TH TIME IN A ROW. WHILE THE TEAM DID NOT ANTICIPATE CANCELING THIS EVENT IN 2021, THE ADVOCATE MEDICAL GROUP IS INVESTED IN THE CAUSE AND PLANS TO RESUME ITS INVOLVEMENT ONCE THE PANDEMIC SUBSIDES AND IT IS SAFE TO DO SO. MEDFEST IS ANNUALLY HELD AT VARIOUS LOCATIONS IN THE STATE. THE EVENT PROVIDES PEOPLE WITH INTELLECTUAL DISABILITIES OPPORTUNITIES TO PARTICIPATE IN SPORTS TRAINING AND COMPETITIONS, CREATING AVENUES FOR INCLUSION AND ACCEPTANCE FOR THIS UNDERSERVED POPULATION THROUGHOUT ILLINOIS. ADVOCATE MEDICAL GROUP PHYSICIANS ARE PASSIONATE ABOUT PROVIDING THE FREE CLINICAL SERVICES, WHICH RESULT IN PARTICIPANTS ENHANCED PHYSICAL FITNESS AND COMFORT WITH THE MEDICAL COMMUNITY.

    Expenses $85,471,673 · Revenue $31,915,859

  • MEDICAL EDUCATION (UNDERGRADUATE MEDICAL EDUCATION [UME]/GRADUATE MEDICAL EDUCATION [GME]/POST-GRADUATE [CME] MEDICAL EDUCATION. THE ADVOCATE MEDICAL EDUCATION DEPARTMENT'S MISSION IS TO TRAIN THE NEXT GENERATION OF PHYSICIANS THROUGH UNDERGRADUATE (UME) AND GRADUATE MEDICAL EDUCATION (GME), AND TO CONTINUE THE DEVELOPMENT OF ADVOCATE PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATION (CME). ADVOCATE IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION (CME) FOR PHYSICIANS. ADVOCATE'S CME PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT THROUGH YEAR-ROUND SCHEDULING AND PLANNING OF ACCREDITED COURSES, SEMINARS AND MEETINGS FOR ADVOCATE AND NON-ADVOCATE PHYSICIANS AND HEALTH CARE PROFESSIONALS IN THE REGION. ADVOCATE'S MEDICAL STAFF SHARE THEIR EXPERTISE THROUGH GRAND ROUNDS, MORTALITY AND MORBIDITY CONFERENCES, AND ENDURING MATERIALAS WELL AS SINGLE ACTIVITIES ADDRESSING A VARIETY OF CLINICAL AND RESEARCH TOPICS. IN 2022, ADVOCATE DOCUMENTED 124,03 LEARNERS AND PROVIDE 763 ACTIVITIES TO OVER FOURTEEN DIFFERENT HEALTH PROFESSIONS RANGING FROM PHYSICIANS, NURSES, DENTISTS, SOCIAL WORKERS, PHARMACY TECHNICIANS AND MORE.

    Expenses $390,884,470 · Revenue $260,859,818

  • DESCRIPTION OF ADVOCATE AURORA HEALTH. ADVOCATE AURORA HEALTH IS ONE OF THE 12 LARGEST NOT-FOR-PROFIT, INTEGRATED HEALTH SYSTEMS IN THE UNITED STATES AND A LEADING EMPLOYER IN THE MIDWEST WITH MORE THAN 75,000 EMPLOYEES, INCLUDING MORE THAN 22,000 NURSES AND THE REGION'S LARGEST EMPLOYED MEDICAL STAFF AND HOME HEALTH ORGANIZATION. A NATIONAL LEADER IN CLINICAL INNOVATION, HEALTH OUTCOMES, CONSUMER EXPERIENCE AND VALUE-BASED CARE, THE SYSTEM SERVES NEARLY 3 MILLION PATIENTS ANNUALLY IN ILLINOIS AND WISCONSIN ACROSS MORE THAN 500 SITES OF CARE. ADVOCATE AURORA HEALTH IS ENGAGED IN HUNDREDS OF CLINICAL TRIALS AND RESEARCH STUDIES, AND IS NATIONALLY RECOGNIZED FOR ITS EXPERTISE IN CARDIOLOGY, NEUROSCIENCES, ONCOLOGY, AND PEDIATRICS. THE ORGANIZATION CONTRIBUTED $2.5 BILLION IN CHARITABLE CARE AND COMMUNITY BENEFIT OUTREACH TO ITS COMMUNITIES IN 2020 TO HELP PEOPLE LIVE WELL. FOR REPORTING COMMUNITY BENEFITS IN COMPLIANCE WITH THE ILLINOIS COMMUNITY BENEFITS ACT (2003), THE CONTENT OF THIS REPORT WILL FOCUS ON ADVOCATE AURORA'S ILLINOIS HOSPITALS WHICH ARE IDENTIFIED AS "ADVOCATE" FOR STATE REPORTING AND LOCAL BRAND IDENTITY PURPOSES. THIS DOCUMENT PROVIDES A SUMMARY OF COMMUNITY HEALTH PROGRAMS AND ACTIVITIES COMPLETED ACROSS ADVOCATE IN 2021--DEMONSTRATING FULFILLMENT OF ALL FEDERAL AND ILLINOIS STATE REQUIREMENTS WHILE ALSO LIVING OUT OUR COMMITMENT TO ADDRESSING THE ROOT CAUSES OF HEALTH INEQUITY. DESCRIPTION OF ADVOCATE HEALTH CARE (ILLINOIS). WHILE ADVOCATE IS ONE OF TWO ORGANIZATIONS THAT MERGED IN APRIL 2018 TO BECOME ADVOCATE AURORA HEALTH, ADVOCATE IN ILLINOIS MAINTAINS A SEPARATE FEIN AND THEREFORE THE NARRATIVE THAT IMMEDIATELY FOLLOWS PERTAINS PREDOMINANTLY TO ADVOCATE HEALTH CARE (ILLINOIS). ADVOCATE IS A NOT-FOR-PROFIT PROVIDER THAT IS AFFILIATED WITH BOTH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND THE UNITED CHURCH OF CHRIST. THE ORGANIZATION IS ONE OF THE LARGEST FULLY INTEGRATED HEALTH CARE SYSTEMS IN ILLINOIS AND ONE OF THE LARGEST HEALTH CARE PROVIDERS IN THE MIDWEST. IN 2022, AS PART OF A NETWORK OF NEARLY 400 SITES OF CARE IN ILLINOIS, ADVOCATE'S MORE THAN 37,000 TEAM MEMBERS PROVIDED CARE AT NINE HOSPITALS, INCLUDING A CHILDREN'S HOSPITAL LOCATED ON TWO CAMPUSES (OAK LAWN AND PARK RIDGE, ILLINOIS), TOTALING 3,285 LICENSED BEDS. ADVOCATE HAD A COMBINED TOTAL OF 40,307 INPATIENT ADMISSIONS, 309,634 OUTPATIENT VISITS AND 475,722 EMERGENCY DEPARTMENT VISITS (TOTAL TRAUMA AND NON-TRAUMA) IN 2022. IN ADDITION, ADVOCATE IS RECOGNIZED AS HAVING ONE OF THE LARGEST HOME HEALTH CARE COMPANIES IN THE STATE WITH 28,660 ADMITS IN 2022, AND ADVOCATE HOSPICE HAD 137,312 HOSPICE PATIENT DAYS. RECOGNITIONS & ACCOMPLISHMENTS HEALTHGRADES 2022 AMERICA'S 250 BEST HOSPITALS. HEALTHGRADES RANKS FOUR OF ADVOCATE AURORA HEALTH'S HOSPITALS IN THE TOP 5 PERCENT NATIONALLY. THEY ARE ADVOCATE LUTHERAN GENERAL HOSPITAL, WHICH IS IN THE TOP 2 PERCENT, ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, ADVOCATE CHRIST MEDICAL CENTER AND ADVOCATE GOOD SHEPHERD HOSPITAL. CLICK HERE.ADVOCATE AURORA HEALTH HAS BEEN NAMED A 2021 CLIMATE CHAMPION AND AWARDED CLIMATE LEADERSHIP-GOLD BY HEALTH CARE WITHOUT HARM'S, HEALTH CARE CLIMATE CHALLENGE, AN INTERNATIONALLY RECOGNIZED CLIMATE AWARDS PROGRAM. CLICK HERE. HEALTHGRADES' TOP 100 HOSPITALS FOR CARDIAC CARE. ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE CONDELL MEDICAL CENTER, ADVOCATE GOOD SAMARITAN HOSPITAL AND ADVOCATE LUTHERAN GENERAL HOSPITAL MAKE THE LIST. RATINGS WERE BASED ON EXCELLENT CLINICAL OUTCOMES FOR HEART BYPASS SURGERY, CORONARY INTERVENTIONAL PROCEDURES, HEART VALVE SURGERY AND HEART ATTACK OR HEART FAILURE TREATMENT. CLICK HERE.MERATIVE 100 TOP HOSPITALS. THE MERATIVE 100 TOP HOSPITALS STUDY IDENTIFIES THE TOP-PERFORMING HOSPITALS IN THE US USING A BALANCED SCORECARD OF CLINICAL, OPERATIONAL AND FINANCIAL METRICS DERIVED FROM PUBLIC DATA. ADVOCATE GOOD SHEPHERD HOSPITAL WAS FEATURED AS A TOP HOSPITAL IN THE "MEDIUM COMMUNITY HOSPITAL" CATEGORY. CLICK HERE.THREE CHICAGO CHILDREN'S HOSPITALS AMONG THE BEST IN THE U.S. ADVOCATE CHILDREN'S HOSPITAL IS THE THIRD-HIGHEST-RANKED CHILDREN'S HOSPITAL IN ILLINOIS, ACCORDING TO U.S. NEWS & WORLD REPORT. ADVOCATE CHILDREN'S TIED FOR 21ST PLACE IN THE MIDWEST UP FROM 23RD THE YEAR BEFORE, AND IT RANKED 34TH IN THE NATION FOR PEDIATRIC CARDIOLOGY AND HEART SURGERY. CLICK HERE.FOURTEEN ADVOCATE AURORA HEALTH HOSPITALS WERE RECOGNIZED AS A 2022-23 BEST HOSPITAL FOR MATERNITY (ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, ADVOCATE GOOD SHEPHERD HOSPITAL, ADVOCATE LUTHERAN GENERAL HOSPITAL, ADVOCATE GOOD SAMARITAN HOSPITAL, ADVOCATE SHERMAN HOSPITAL, ADVOCATE SOUTH SUBURBAN HOSPITAL, ADVOCATE CONDELL MEDICAL CENTER, AURORA MEDICAL CENTER-KENOSHA, AURORA BAYCARE MEDICAL CENTER, AURORA MEDICAL CENTER-SUMMIT, AURORA MEDICAL CENTER-GRAFTON, AURORA LAKELAND MEDICAL CENTER, AURORA SHEBOYGAN MEMORIAL MEDICAL CENTER, AURORA WEST ALLIS MEDICAL CENTER). RECOGNIZES HIGH-PERFORMING HOSPITALS MEASURED ON DATA AND SURVEYS, PROCESS AND STRUCTURE AND BIRTHING-FRIENDLY PRACTICES. CLICK HERE.PRACTICE GREENHEALTH SYSTEM FOR CHANGE RECOGNITION (ADVOCATE AURORA). ADVOCATE AURORA HEALTH RECEIVED THE AWARD FOR WORKING TO REDUCE ENERGY USE, INCREASE RECYCLING, ESTABLISH GREEN BUILDING PRACTICES AND SETTING AND MEETING OTHER GOALS RELATED TO SUSTAINABILITY FOR THE THIRD CONSECUTIVE YEAR. BEFORE THE MERGER, ADVOCATE HAD RECEIVED THIS RECOGNITION TEN STRAIGHT YEARS AND THE LONGEST RECIPIENT OF THIS AWARD IN THE COUNTRY. PRACTICE GREENHEALTH ENVIRONMENTAL EXCELLENCE RECOGNITION (ADVOCATE AURORA). ALL 25 ADVOCATE AURORA ACUTE CARE HOSPITALS RECEIVED THE 'ENVIRONMENTAL EXCELLENCE' AWARD FOR THEIR SUPERIOR PERFORMANCE IN ENVIRONMENTAL SUSTAINABILITY, COVERING A RANGE OF DIFFERENT SUSTAINABILITY PROGRAMS AND ACTIVITIES. WINNERS HAVE ALSO MADE SUBSTANTIVE PROGRESS ON MERCURY ELIMINATION.IN ADDITION, ADVOCATE AURORA HEALTH RECEIVED A GOLD CLIMATE LEADERSHIP AWARD, RECOGNIZING THE ORGANIZATION'S LEADERSHIP IN TRANSFORMING TO SUSTAINABLE AND CLEAN OPERATIONS IN THE HEALTH CARE ENVIRONMENT. IN ADDITION, ADVOCATE AURORA WAS RECOGNIZED AS A CLIMATE CHAMPION IN THE HEALTH CARE CLIMATE CHALLENGE AMONG MORE THAN 40 HEALTH CARE INSTITUTIONS SPREAD OUT ACROSS 17 COUNTRIES ON 6 CONTINENTS. ADVOCATE AURORA HAS TAKEN BOLD, IMPACTFUL STEPS TOWARD CLIMATE-SMART HEALTH CARE, INCLUDING A PLEDGED GOAL TO ACHIEVE 100% RENEWABLE ELECTRICITY BY 2030. HEALTH CARE INSTITUTIONS ARE BEING RECOGNIZED FOR THEIR COMMITMENT TO REDUCING THEIR OWN CARBON FOOTPRINT, PREPARING FOR THE IMPACTS OF EXTREME WEATHER AND THE SHIFTING BURDEN OF DISEASE AND EDUCATING STAFF AND THE PUBLIC WHILE PROMOTING POLICIES TO PROTECT PUBLIC HEALTH FROM CLIMATE CHANGE. ALL ADVOCATE HOSPITALS RECEIVED INDIVIDUAL RECOGNITION FROM PRACTICE GREENHEALTH. ADVOCATE AURORA HEALTH RECEIVED THE PRACTICE GREENHEALTH SYSTEM FOR CHANGE AWARD FOR THE 15TH CONSECUTIVE YEAR AND RECEIVED A CIRCLE OF EXCELLENCE IN CHEMICALS, TOP 25 PERFORMER. ADVOCATE AURORA HEALTH WAS NAMED A CLIMATE CHAMPION IN THE CATEGORY OF CLIMATE LEADERSHIP (SILVER) THROUGH THE HEALTH CARE CLIMATE CHALLENGE75+ AAH CHICAGOLAND PHYSICIANS NAMED 'TOP CANCER DOCTORS.' THE JUNE/JULY ISSUE OF CHICAGO MAGAZINE RECOGNIZES PHYSICIANS ACROSS THE CHICAGOLAND AREA WHO WERE NOMINATED BY THEIR PEERS IN ITS TOP CANCER DOCTORS LIST. CONGRATS TO THE ADVOCATE AURORA DOCTORS WHO WERE RECOGNIZED. CLICK HERE.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Skogsbergh

    PRESIDENT, DIRECTOR

    Total calculated
    $8,225,986
    From this org
    $0
    From related orgs
    $7,634,095
    Other
    $591,891
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,038,070 related
    Bonus
    $0 + $5,103,216 related
    Other
    $0 + $492,809 related
    Deferred
    $0 + $572,364 related
    Nontaxable benefits
    $0 + $19,527 related
    Filer's total
    $0 + $8,225,986 related
  • Richard Jakle

    DIRECTOR, CHAIRPERSON OF BOARD

    Total calculated
    $123,433
    From this org
    $0
    From related orgs
    $123,433
    Other
    $0
    Hours/week
    1 + 55 related
  • Rev Dr Nathaniel Edmond

    DIRECTOR, VICE CHAIRPERSON OF BOARD

    Total calculated
    $15,100
    From this org
    $0
    From related orgs
    $15,100
    Other
    $0
    Hours/week
    1 + 55 related
  • Ulysses Burley III

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1 + 55 related
  • Dr Daisy Varughese

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1 + 55 related
  • Michele Baker Richardson

    DIRECTOR

    Total calculated
    $143,767
    From this org
    $0
    From related orgs
    $143,767
    Other
    $0
    Hours/week
    1 + 55 related
  • John Timmer

    DIRECTOR

    Total calculated
    $120,433
    From this org
    $0
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1 + 55 related
  • Clarence Nixon Jr PhD

    DIRECTOR

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

    DIRECTOR

    Total calculated
    $56,000
    From this org
    $0
    From related orgs
    $56,000
    Other
    $0
    Hours/week
    1 + 55 related
  • Lynn Crump-Caine

    DIRECTOR

    Total calculated
    $120,433
    From this org
    $0
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1 + 55 related
  • Mark Harris

    DIRECTOR

    Total calculated
    $120,433
    From this org
    $0
    From related orgs
    $120,433
    Other
    $0
    Hours/week
    1 + 55 related
  • Gail D Hasbrouck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dominic J 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
  • Nanine Nelson

    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
  • 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
  • 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

    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
  • Dominica Tallarico

    VICE PRESIDENT

    Total calculated
    $1,686,808
    From this org
    $0
    From related orgs
    $1,520,998
    Other
    $165,810
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $802,182 related
    Bonus
    $0 + $623,368 related
    Other
    $0 + $95,448 related
    Deferred
    $0 + $132,605 related
    Nontaxable benefits
    $0 + $33,205 related
    Filer's total
    $0 + $1,686,808 related
  • Carrie Donovan

    ASSISTANT TREASURER

    Total calculated
    $683,940
    From this org
    $0
    From related orgs
    $575,844
    Other
    $108,096
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,775 related
    Bonus
    $0 + $147,392 related
    Other
    $0 + $29,677 related
    Deferred
    $0 + $75,228 related
    Nontaxable benefits
    $0 + $32,868 related
    Filer's total
    $0 + $683,940 related
  • Robin Stoen

    ASSISTANT TREASURER

    Total calculated
    $300,627
    From this org
    $0
    From related orgs
    $271,057
    Other
    $29,570
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,236 related
    Bonus
    $0 + $49,513 related
    Other
    $0 + -$692 related
    Deferred
    $0 + $8,152 related
    Nontaxable benefits
    $0 + $21,418 related
    Filer's total
    $0 + $300,627 related
  • Michael Volante

    ASSISTANT TREASURER

    Total calculated
    $282,927
    From this org
    $0
    From related orgs
    $264,121
    Other
    $18,806
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,211 related
    Bonus
    $0 + $49,794 related
    Other
    $0 + $2,116 related
    Deferred
    $0 + $15,887 related
    Nontaxable benefits
    $0 + $2,919 related
    Filer's total
    $0 + $282,927 related
  • Jeff Bahr MD

    ASSISTANT SECRETARY

    Total calculated
    $1,988,414
    From this org
    $0
    From related orgs
    $1,817,036
    Other
    $171,378
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $870,502 related
    Bonus
    $0 + $796,058 related
    Other
    $0 + $150,476 related
    Deferred
    $0 + $138,983 related
    Nontaxable benefits
    $0 + $32,395 related
    Filer's total
    $0 + $1,988,414 related
  • Michael Farrell

    PRESIDENT, ADVOCATE CHILDREN'S HOSPITAL

    Total calculated
    $1,830,905
    From this org
    $1,667,050
    From related orgs
    $0
    Other
    $163,855
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $908,000
    Bonus
    $638,832
    Other
    $120,218
    Deferred
    $139,063
    Nontaxable benefits
    $24,792
    Filer's total
    $1,830,905
  • Hamad Farhat

    NEUROSURGEON

    Total calculated
    $1,898,306
    From this org
    $1,854,609
    From related orgs
    $0
    Other
    $43,697
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,859,754
    Bonus
    $0
    Other
    -$5,145
    Deferred
    $9,150
    Nontaxable benefits
    $34,547
    Filer's total
    $1,898,306
  • Demetrius Lopes

    NEUROSURGEON

    Total calculated
    $1,384,921
    From this org
    $1,324,504
    From related orgs
    $0
    Other
    $60,417
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,328,729
    Bonus
    $0
    Other
    -$4,225
    Deferred
    $29,650
    Nontaxable benefits
    $30,767
    Filer's total
    $1,384,921
  • Dean Karahalios

    NEUROSURGEON

    Total calculated
    $1,395,530
    From this org
    $1,354,983
    From related orgs
    $0
    Other
    $40,547
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,260,514
    Bonus
    $100,000
    Other
    -$5,531
    Deferred
    $9,150
    Nontaxable benefits
    $31,397
    Filer's total
    $1,395,530
  • Egon Doppenberg

    NEUROSURGEON

    Total calculated
    $1,420,960
    From this org
    $1,361,847
    From related orgs
    $0
    Other
    $59,113
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,363,895
    Bonus
    $0
    Other
    -$2,048
    Deferred
    $29,650
    Nontaxable benefits
    $29,463
    Filer's total
    $1,420,960
  • Marcus Talerico

    PHYSICIAN - ORTHOPEDICS

    Total calculated
    $1,536,834
    From this org
    $1,473,370
    From related orgs
    $0
    Other
    $63,464
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,172,238
    Bonus
    $306,926
    Other
    -$5,794
    Deferred
    $29,650
    Nontaxable benefits
    $33,814
    Filer's total
    $1,536,834
  • Barbara Byrne MD

    FORMER CHIEF INFORMATION OFFICER

    Total calculated
    $1,827,405
    From this org
    $0
    From related orgs
    $1,671,146
    Other
    $156,259
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $662,873 related
    Bonus
    $0 + $691,613 related
    Other
    $0 + $316,660 related
    Deferred
    $0 + $139,657 related
    Nontaxable benefits
    $0 + $16,602 related
    Filer's total
    $0 + $1,827,405 related
  • Kelly Jo Golson

    FORMER CHIEF MARKETING OFFICER

    Total calculated
    $1,460,024
    From this org
    $0
    From related orgs
    $1,325,092
    Other
    $134,932
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $624,901 related
    Bonus
    $0 + $606,174 related
    Other
    $0 + $94,017 related
    Deferred
    $0 + $132,284 related
    Nontaxable benefits
    $0 + $2,648 related
    Filer's total
    $0 + $1,460,024 related
  • Kevin Brady

    FORMER CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,544,518
    From this org
    $0
    From related orgs
    $1,384,573
    Other
    $159,945
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $620,950 related
    Bonus
    $0 + $662,228 related
    Other
    $0 + $101,395 related
    Deferred
    $0 + $133,562 related
    Nontaxable benefits
    $0 + $26,383 related
    Filer's total
    $0 + $1,544,518 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
  • Rev Kathie Bender Schwich

    FORMER CHIEF SPIRITUAL OFFICER

    Total calculated
    $856,741
    From this org
    $0
    From related orgs
    $750,994
    Other
    $105,747
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $319,618 related
    Bonus
    $0 + $368,848 related
    Other
    $0 + $62,528 related
    Deferred
    $0 + $83,571 related
    Nontaxable benefits
    $0 + $22,176 related
    Filer's total
    $0 + $856,741 related
  • Scott Powder

    FORMER CHIEF STRATEGY OFFICER

    Total calculated
    $1,414,817
    From this org
    $0
    From related orgs
    $1,262,393
    Other
    $152,424
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $572,404 related
    Bonus
    $0 + $603,145 related
    Other
    $0 + $86,844 related
    Deferred
    $0 + $125,043 related
    Nontaxable benefits
    $0 + $27,381 related
    Filer's total
    $0 + $1,414,817 related
  • Gary Stuck Do

    FORMER CMO, DIRECTOR

    Total calculated
    $1,656,403
    From this org
    $0
    From related orgs
    $1,494,847
    Other
    $161,556
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $694,927 related
    Bonus
    $0 + $686,167 related
    Other
    $0 + $113,753 related
    Deferred
    $0 + $143,552 related
    Nontaxable benefits
    $0 + $18,004 related
    Filer's total
    $0 + $1,656,403 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
  • 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
  • Vincent Bufalino MD

    FORMER CHIEF ADVOCATE MEDICAL GROUP OFFICER

    Total calculated
    $1,219,533
    From this org
    $0
    From related orgs
    $1,213,869
    Other
    $5,664
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $25,003 related
    Bonus
    $0 + $692,699 related
    Other
    $0 + $496,167 related
    Deferred
    $0 + $5,409 related
    Nontaxable benefits
    $0 + $255 related
    Filer's total
    $0 + $1,219,533 related
  • William P Santulli

    FORMER EXECUTIVE VP, COO

    Total calculated
    $3,319,760
    From this org
    $0
    From related orgs
    $3,046,462
    Other
    $273,298
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $1,183,703 related
    Bonus
    $0 + $1,633,526 related
    Other
    $0 + $229,233 related
    Deferred
    $0 + $246,278 related
    Nontaxable benefits
    $0 + $27,020 related
    Filer's total
    $0 + $3,319,760 related
  • Karen Lambert

    FORMER PRESIDENT, GOOD SHEPHERD

    Total calculated
    $1,351,925
    From this org
    $1,206,986
    From related orgs
    $0
    Other
    $144,939
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $689,213
    Bonus
    $438,885
    Other
    $78,888
    Deferred
    $112,071
    Nontaxable benefits
    $32,868
    Filer's total
    $1,351,925
  • Colleen Kannaday

    FORMER PRESIDENT, BROMENN & EUREKA HOSPITALS

    Total calculated
    $159,261
    From this org
    $159,261
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $63,306
    Other
    $95,955
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $159,261
  • Nancy M Tinsley

    FORMER PRESIDENT, GOOD SAMARITAN HOSPITAL

    Total calculated
    $201,521
    From this org
    $197,311
    From related orgs
    $0
    Other
    $4,210
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $34,492
    Other
    $162,819
    Deferred
    $0
    Nontaxable benefits
    $4,210
    Filer's total
    $201,521
  • Rashard Johnson

    FORMER PRESIDENT, TRINITY & SO SUBURBAN HOSPITALS

    Total calculated
    $587,351
    From this org
    $555,607
    From related orgs
    $0
    Other
    $31,744
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $257,050
    Bonus
    $248,336
    Other
    $50,221
    Deferred
    $24,699
    Nontaxable benefits
    $7,045
    Filer's total
    $587,351
  • Richard Heim

    FORMER PRESIDENT, CHRIST MEDICAL CENTER

    Total calculated
    $710,327
    From this org
    $695,511
    From related orgs
    $0
    Other
    $14,816
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $252,580
    Other
    $442,931
    Deferred
    $0
    Nontaxable benefits
    $14,816
    Filer's total
    $710,327
  • Ryan Trombly

    NEUROSURGEON (FORMER HCE)

    Total calculated
    $1,127,407
    From this org
    $1,087,550
    From related orgs
    $0
    Other
    $39,857
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $981,882
    Bonus
    $112,239
    Other
    -$6,571
    Deferred
    $9,150
    Nontaxable benefits
    $30,707
    Filer's total
    $1,127,407

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 · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 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 · 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

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.

  • DMA SURGERY CENTER

    MEDICAL SERVICES · IL

Related corporations and trusts

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

  • ADVOCATE HOME CARE PRODUCTS

    C · HEALTH SERVICES · IL

  • EVANGELICAL SERVICES CORPORATION

    C · MGMT SERVICES · IL

  • HIGH TECHNOLOGY INC

    C · MEDICAL SERVICES · IL

  • DREYER CLINIC INC

    C · MEDICAL SERVICES · IL

  • BROMENN PHYSICIAN MANAGEMENT CORPORATION

    C · MEDICAL SERVICES · IL

  • PARKSIDE CENTER CONDO ASSOCIATION

    C · PROPERTY MGMT · IL

  • THE DELPHI GROUP IV INC

    C · HEALTH COST MGT · IL

  • ADVOCATE HPN NFP

    C · HEALTH IMPRV MGMT · IL

  • ADVOCATE INSURANCE SPC

    C · INSURANCE · CJ · 100% owned · controlled entity

  • ADVOCATE HEALTH PARTNERS

    C · HEALTH CARE MGT · IL

  • ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE

    C · HEALTH CARE MGT · IL

  • ADVOCATE PHYSICIAN PTNRS RISK PURCHASE

    C · GROUP MALPRACTICE · IL

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333209349300443

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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