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Nonprofiteer
← MERIDIAN HOSPICE

Form 990 for tax year 2024

Filed by MERIDIAN HOSPICE.

Totals

Total revenue
$35,856,598
Total expenses
$32,981,729
Contributions and grants received
$5,537
Grants paid
$0
Program service revenue
$32,992,950
Investment income
$2,858,111
Other revenue
$0
Total assets, end of year
$43,718,802
Total liabilities, end of year
$3,111,735
Net assets or fund balances, end of year
$40,607,067
Program services expenses (Part IX)
$18,628,233
Management and general expenses
$14,353,496
Fundraising expenses
$0
Program service expenses (Part III)
$18,628,233

Program services were 56.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $5,537

  • 2a · Program service revenue: PATIENT SERVICE REVENU

    total $32,992,950 · related or exempt $32,992,950

  • 3 · Investment income

    total $2,858,111 · excluded $2,858,111

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $279,664 · program services $279,664

  • 7 · Other salaries and wages

    total $14,374,501 · program services $11,925,797 · management and general $2,448,704

  • 8 · Pension plan contributions

    total $350,159 · program services $339,001 · management and general $11,158

  • 9 · Other employee benefits

    total $2,272,832 · program services $2,015,885 · management and general $256,947

  • 10 · Payroll taxes

    total $1,038,287 · program services $846,065 · management and general $192,222

  • 11b · Fees: legal

    total $102,711 · management and general $102,711

  • 11g · Fees: other

    total $9,712,074 · management and general $9,712,074

  • 12 · Advertising and promotion

    total $17 · program services $28 · management and general -$11

  • 13 · Office expenses

    total $120,084 · program services $68,911 · management and general $51,173

  • 14 · Information technology

    total $31,248 · program services $185 · management and general $31,063

  • 16 · Occupancy

    total -$702 · program services -$702

  • 17 · Travel

    total $478,805 · program services $462,427 · management and general $16,378

  • 19 · Conferences, conventions and meetings

    total $41,311 · program services $860 · management and general $40,451

  • 21 · Payments to affiliates

    total $35 · program services $35

  • 22 · Depreciation, depletion and amortization

    total $3,135 · program services $3,135

  • 23 · Insurance

    total $1,509,287 · management and general $1,509,287

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,701,790 · program services $1,778,523 · management and general -$76,733

  • 24b · Other expenses: OTHER INTERCOMPANY

    total $918,277 · program services $918,277

  • 24c · Other expenses: MEMBERSHIP FEES

    total $46,839 · management and general $46,839

  • 24d · Other expenses: EMPLOYEE EXPENSES

    total $7,987 · program services $238 · management and general $7,749

  • 24e · All other expenses

    total -$6,612 · program services -$10,096 · management and general $3,484

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $19,776 · end of year $0

  • 4 · Accounts receivable

    beginning of year $4,170,591 · end of year $4,538,591

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

    $74,907

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

    $74,907

  • 10c · Land, buildings and equipment, net

    beginning of year $3,135 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $36,324,014 · end of year $39,180,211

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,750,980 · end of year $3,078,671

  • 25 · Other liabilities

    beginning of year $34,338 · end of year $33,064

  • 27 · Net assets without donor restrictions

    beginning of year $37,732,198 · end of year $40,607,067

Mission and programs · 2024

Mission

HOSPICE, THROUGH ITS TEAM OF CARE GIVERS, PROVIDES A PROGRAM OF COMPASSIONATE, COST EFFECTIVE CARE TO IMPROVE THE QUALITY OF LIFE FOR ITS TERMAINALLY ILL PATIENTS THROUGH A COMBINATION OF PAIN AND SYMPTOM MANAGEMENT AND SUPPORT.

Activities or mission (Part I)

TO PROVIDE COMPASSIONATE, COST EFFECTIVE CARE TO IMPROVE THE QUALITY OF LIFE FOR TERMINALLY ILL PATIENTS.

  • ADVOCATE HOSPICE PROVIDES: - END OF LIFE CARE FOUNDATIONS PAY FOR CERTAIN THERAPIES- FREE CARE AND SUBSIDIZED CARE- CARE TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST- UNREIMBURSED SERVICES SUCH AS GRIEF COUNSELING; MUSIC, PET AND MASSAGE THERAPY AND CHAPLAINS- FINANCIAL AND OTHER ASSISTANCE TO PATIENTSMERIDIAN HOSPICE MADE 129,440 HOME CARE VISITS DURING 2024. THESE VISITS CONSISTED OF 123,023 DAYS OF ROUTINE IN-HOME CARE AND 6,417 DAYS OF INPATIENT CARE AT HOSPITALS AND NURSING HOMES, AND 0 DAYS OF CONTINUOUS CARE.

    Expenses $18,628,233 · Revenue $32,992,950

As filed on the 2024 return.

Listed in Part VII

  • Denise Keefe

    DIRECTOR, CHAIRPERSON, PRESIDENT

    Total calculated
    $1,904,857
    From this org
    $0
    From related orgs
    $1,607,282
    Other
    $297,575
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $962,676 related
    Bonus
    $0 + $476,627 related
    Other
    $0 + $167,979 related
    Deferred
    $0 + $271,110 related
    Nontaxable benefits
    $0 + $26,465 related
    Filer's total
    $0 + $1,904,857 related
  • Donald Calcagno

    DIRECTOR

    Total calculated
    $2,765,803
    From this org
    $0
    From related orgs
    $2,354,197
    Other
    $411,606
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $986,404 related
    Bonus
    $0 + $1,207,351 related
    Other
    $0 + $160,442 related
    Deferred
    $0 + $379,268 related
    Nontaxable benefits
    $0 + $32,338 related
    Filer's total
    $0 + $2,765,803 related
  • William Santulli

    DIRECTOR

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

    Schedule J breakdown matched by us

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

    DIRECTOR

    Total calculated
    $2,833,179
    From this org
    $0
    From related orgs
    $2,497,751
    Other
    $335,428
    Hours/week
    1

    Schedule J breakdown matched by us

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

    DIRECTOR

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

    Schedule J breakdown matched by us

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

    DIRECTOR

    Total calculated
    $1,821,933
    From this org
    $0
    From related orgs
    $1,562,748
    Other
    $259,185
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $837,307 related
    Bonus
    $0 + $243,447 related
    Other
    $0 + $481,994 related
    Deferred
    $0 + $223,000 related
    Nontaxable benefits
    $0 + $36,185 related
    Filer's total
    $0 + $1,821,933 related
  • Timothy Lineberry

    DIRECTOR

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

    Schedule J breakdown matched by us

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

    DIRECTOR

    Total calculated
    $1,595,804
    From this org
    $0
    From related orgs
    $1,343,023
    Other
    $252,781
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $1,000,002 related
    Bonus
    $0 + $347,262 related
    Other
    $0 + -$4,241 related
    Deferred
    $0 + $216,433 related
    Nontaxable benefits
    $0 + $36,348 related
    Filer's total
    $0 + $1,595,804 related
  • Meghan Woltman

    DIRECTOR

    Total calculated
    $1,548,002
    From this org
    $0
    From related orgs
    $1,252,219
    Other
    $295,783
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $559,866 related
    Bonus
    $0 + $651,007 related
    Other
    $0 + $41,346 related
    Deferred
    $0 + $259,480 related
    Nontaxable benefits
    $0 + $36,303 related
    Filer's total
    $0 + $1,548,002 related
  • Hugh Robinson

    VP FINANCIAL OPERATIONS

    Total calculated
    $362,921
    From this org
    $0
    From related orgs
    $322,828
    Other
    $40,093
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,187 related
    Bonus
    $0 + $79,741 related
    Other
    $0 + -$2,100 related
    Deferred
    $0 + $9,748 related
    Nontaxable benefits
    $0 + $30,345 related
    Filer's total
    $0 + $362,921 related
  • Amy Scheu

    VP PALLIATIVE CARE AND HOSPICE

    Total calculated
    $301,008
    From this org
    $279,665
    From related orgs
    $0
    Other
    $21,343
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $232,585
    Bonus
    $50,097
    Other
    -$3,017
    Deferred
    $8,480
    Nontaxable benefits
    $12,863
    Filer's total
    $301,008
  • Nan Nelson

    TREASURER, ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

    SECRETARY, ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

    ASSISTANT TREASURER

    Total calculated
    $321,947
    From this org
    $0
    From related orgs
    $281,891
    Other
    $40,056
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,987 related
    Bonus
    $0 + $59,373 related
    Other
    $0 + -$6,469 related
    Deferred
    $0 + $10,820 related
    Nontaxable benefits
    $0 + $29,236 related
    Filer's total
    $0 + $321,947 related
  • Robin Stoen

    ASSISTANT TREASURER

    Total calculated
    $461,468
    From this org
    $0
    From related orgs
    $430,609
    Other
    $30,859
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,929 related
    Bonus
    $0 + $119,545 related
    Other
    $0 + $135 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $20,509 related
    Filer's total
    $0 + $461,468 related
  • Carrie Donovan

    ASSISTANT TREASURER

    Total calculated
    $1,146,951
    From this org
    $0
    From related orgs
    $934,802
    Other
    $212,149
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $534,986 related
    Bonus
    $0 + $323,367 related
    Other
    $0 + $76,449 related
    Deferred
    $0 + $175,006 related
    Nontaxable benefits
    $0 + $37,143 related
    Filer's total
    $0 + $1,146,951 related
  • Brad Clark

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

    ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

    ASSISTANT TREASURER

    Total calculated
    $750,474
    From this org
    $0
    From related orgs
    $606,126
    Other
    $144,348
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,118 related
    Bonus
    $0 + $175,987 related
    Other
    $0 + $10,021 related
    Deferred
    $0 + $113,303 related
    Nontaxable benefits
    $0 + $31,045 related
    Filer's total
    $0 + $750,474 related
  • Katherine Ketner

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 55 related
  • Michael Kerns

    ASSISTANT SECRETARY

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

    Schedule J breakdown matched by us

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

    MANAGER CLINIC SERVICES

    Total calculated
    $168,149
    From this org
    $145,050
    From related orgs
    $0
    Other
    $23,099
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $135,689
    Bonus
    $15,758
    Other
    -$6,397
    Deferred
    $4,543
    Nontaxable benefits
    $18,556
    Filer's total
    $168,149
  • Sheriker Obijaju

    EXECUTIVE DIRECTOR HOSPICE ACCESS

    Total calculated
    $219,187
    From this org
    $187,756
    From related orgs
    $0
    Other
    $31,431
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $157,033
    Bonus
    $32,432
    Other
    -$1,709
    Deferred
    $5,872
    Nontaxable benefits
    $25,559
    Filer's total
    $219,187
  • John Bae

    REGISTERED NURSE

    Total calculated
    $156,247
    From this org
    $143,361
    From related orgs
    $0
    Other
    $12,886
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $138,632
    Bonus
    $5,000
    Other
    -$271
    Deferred
    $2,836
    Nontaxable benefits
    $10,050
    Filer's total
    $156,247
  • Lajewel Williams

    DIRECTOR PATIENT ACCESS

    Total calculated
    $173,774
    From this org
    $152,400
    From related orgs
    $0
    Other
    $21,374
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $133,506
    Bonus
    $23,019
    Other
    -$4,125
    Deferred
    $4,696
    Nontaxable benefits
    $16,678
    Filer's total
    $173,774
  • Michael Malone

    FORMER DIRECTOR

    Total calculated
    $305,520
    From this org
    $0
    From related orgs
    $282,414
    Other
    $23,106
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $217,882 related
    Bonus
    $0 + $36,675 related
    Other
    $0 + $27,857 related
    Deferred
    $0 + $8,612 related
    Nontaxable benefits
    $0 + $14,494 related
    Filer's total
    $0 + $305,520 related
  • Kevin McCune

    FORMER DIRECTOR

    Total calculated
    $151,023
    From this org
    $0
    From related orgs
    $109,662
    Other
    $41,361
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $123,350 related
    Bonus
    $0
    Other
    $0 + -$13,688 related
    Deferred
    $0 + $18,766 related
    Nontaxable benefits
    $0 + $22,595 related
    Filer's total
    $0 + $151,023 related
  • Scott Powder

    FORMER DIRECTOR

    Total calculated
    $1,512,499
    From this org
    $0
    From related orgs
    $1,408,938
    Other
    $103,561
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $348,242 related
    Other
    $0 + $1,060,696 related
    Deferred
    $0 + $78,625 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $1,512,499 related
  • Leslie Lenzo

    FORMER OFFICER

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

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $127,097 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $127,097 related
  • Dominica Tallarico

    FORMER OFFICER

    Total calculated
    $928,597
    From this org
    $0
    From related orgs
    $489,709
    Other
    $438,888
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $489,709 related
    Deferred
    $0 + $438,888 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $928,597 related
  • Dominic Nakis

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

    FORMER OFFICER

    Total calculated
    $466,787
    From this org
    $0
    From related orgs
    $414,011
    Other
    $52,776
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $312,185 related
    Bonus
    $0 + $74,808 related
    Other
    $0 + $27,018 related
    Deferred
    $0 + $33,350 related
    Nontaxable benefits
    $0 + $19,426 related
    Filer's total
    $0 + $466,787 related
  • Tina Terry

    FORMER HCE

    Total calculated
    $119,777
    From this org
    $115,788
    From related orgs
    $0
    Other
    $3,989
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $112,016
    Bonus
    $0
    Other
    $3,772
    Deferred
    $3,477
    Nontaxable benefits
    $512
    Filer's total
    $119,777
  • Christine Swiderski

    FORMER HCE

    Total calculated
    $153,036
    From this org
    $140,490
    From related orgs
    $0
    Other
    $12,546
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $142,329
    Bonus
    $0
    Other
    -$1,839
    Deferred
    $4,279
    Nontaxable benefits
    $8,267
    Filer's total
    $153,036
  • Donna Ruiz

    FORMER HCE

    Total calculated
    $152,014
    From this org
    $0
    From related orgs
    $147,615
    Other
    $4,399
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $124,259 related
    Bonus
    $0 + $22,372 related
    Other
    $0 + $984 related
    Deferred
    $0 + $4,399 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $152,014 related
  • Yolanda Evans

    FORMER HCE

    Total calculated
    $112,943
    From this org
    $100,044
    From related orgs
    $0
    Other
    $12,899
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $99,567
    Bonus
    $0
    Other
    $477
    Deferred
    $3,100
    Nontaxable benefits
    $9,799
    Filer's total
    $112,943

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 · 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
SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4A THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING 2024 THAT HAS BEEN PROPERLY RECORDED ON FORM 990, PART VII, SECTION A: SCOTT POWDER - $989,543 DOMINIC NAKIS - $330,000 JAMES DOHENY - $273,416 MICHAEL KERNS - $349,434 STEVE HUSER - $291,941 MICHAEL GREBE - $330,000 WILLIAM SANTULLI - $1,723,585 SCHEDULE J, PART III SUPPLEMENTAL INFORMATION LINE 4B ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2024 AS FOLLOWS: NAN NELSON - $122,557 DOMINIC NAKIS - $121,372 RACHELLE HART - $103,904 MICHAEL GREBE - $96,507 MICHAEL KERNS - $80,710 STEVE HUSER - $48,323 JAMES DOHENY - $43,643 RACHEL HALVERSON - $32,400 LESLIE LENZO - $1,796 WILLIAM SANTULLI - $324,949 DIA NICHOLS - $95,636 CARRIE DONOVAN - $92,513 MICHAEL VOLANTE - $19,175 ROBIN STOEN - $9,829 SCOTT POWDER - $88,525 DOMINICA TALLARICO - $32,400 DENNIS POTTS - $153,931 KEVIN FITCH - $56,223 MARY BETH KINGSTON - $144,543 KAREN LAMBERT - $119,203 TIMOTHY LINEBERRY - $119,156 MARY MATTHEWS - $31,922 DONALD CALCAGNO - $119,149 MEGHAN WOLTMAN - $114,316 MICHAEL MALONE - $9,900 DENISE KEEFE - $133,426 KEVIN MCCUNE - $18,968 DONNA RUIZ - $12,256 HUGH ROBINSON - $7,726 AMY SCHEU - $7,473 KATHLEEN QUINN - $4,317 TINA TERRY - $4,107 CHRISTINE SWIDERSKI - $3,971 SHERIKER OBIJAJU - $3,531 YOLANDA EVANS - $3,207 BRAD CLARK - $80,691

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.

Related corporations and trusts

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

  • ADVOCATE HOME CARE PRODUCTS INC

    C · HEALTH SERVICES · IL

  • ADVOCATE HPN NFP

    C · HEALTH IMPRV MGMT · IL

  • ADVOCATE INSURANCE SPC

    C · INSURANCE · CJ

  • DREYER CLINIC INC

    C · MEDICAL SERVICES · IL

  • EVANGELICAL SERVICES CORPORATION

    C · MANAGEMENT SVCS · IL

  • HIGH TECHNOLOGY INC

    C · MEDICAL SERVICES · IL

  • PARKSIDE CENTER CONDO ASSOCIATION

    C · PROPERTY MGMT · IL

  • THE DELPHI GROUP IV INC

    C · HEALTH COST MGT · IL

  • ADVOCATE HEALTH PARTNERS

    C · HEALTH CARE MGMT · IL

  • ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE

    C · HEALTH CARE MGMT · IL

  • ADVOCATE PHYSICIAN PRTNRS RISK PURCHASE

    C · GROUP MALPRACTICE · IL

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349327849

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