Form 990 for tax year 2022
Filed by ADVOCATE CHARITABLE FOUNDATION.
Totals
- Total revenue
- $9,771,684
- Total expenses
- $17,623,807
- Contributions and grants received
- $18,517,224
- Grants paid
- $7,081,580
- Program service revenue
- $0
- Investment income
- -$8,622,987
- Other revenue
- -$122,553
- Total assets, end of year
- $195,506,978
- Total liabilities, end of year
- $9,918,936
- Net assets or fund balances, end of year
- $185,588,042
- Program services expenses (Part IX)
- $14,688,393
- Management and general expenses
- $338,754
- Fundraising expenses
- $2,596,660
- Program service expenses (Part III)
- $14,688,393
Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
EDWARD MALYSIAK
CHAIRPERSON, DIRECTOR
- Total calculated
- $8,000
- From this org
- $0
- From related orgs
- $8,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
RANDY VARJU
PRESIDENT & CHIEF DEVELOPMENT OFFICER, DIRECTOR
- Total calculated
- $661,254
- From this org
- $577,025
- From related orgs
- $0
- Other
- $84,229
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $368,513
- Bonus
- $170,046
- Other
- $38,466
- Deferred
- $52,449
- Nontaxable benefits
- $31,780
- Filer's total
- $661,254
-
CAROLINE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CORY LICHTENBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRANCESCA POPPER MD
DIRECTOR
- Total calculated
- $403,101
- From this org
- $0
- From related orgs
- $381,185
- Other
- $21,916
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $137,398 related
- Bonus
- $0 + $244,889 related
- Other
- $0 + -$1,102 related
- Deferred
- $0 + $9,150 related
- Nontaxable benefits
- $0 + $12,766 related
- Filer's total
- $0 + $403,101 related
-
FRANK IGLESKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES SKOGSBERGH
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
-
REV DR ROBERT DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS CRAWFORD
DIRECTOR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
ANDY STAPLETON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY T SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ASH LUTHRA
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
-
INA OWENS
VP, OFFICE OF GRANTS & PROGRAM DEVELOPMENT
- Total calculated
- $283,898
- From this org
- $243,256
- From related orgs
- $0
- Other
- $40,642
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $200,823
- Bonus
- $50,966
- Other
- -$8,533
- Deferred
- $7,554
- Nontaxable benefits
- $33,088
- Filer's total
- $283,898
-
JAMES DOHENY
ASSISTANT TREASURER
- Total calculated
- $768,159
- From this org
- $0
- From related orgs
- $664,780
- Other
- $103,379
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $430,058 related
- Bonus
- $0 + $189,033 related
- Other
- $0 + $45,689 related
- Deferred
- $0 + $78,993 related
- Nontaxable benefits
- $0 + $24,386 related
- Filer's total
- $0 + $768,159 related
-
MICHAEL 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
-
PATRICIA SMITH-CALASCIBETTA
VP, FINANCE UNTIL JANUARY '22
- Total calculated
- $77,082
- From this org
- $71,662
- From related orgs
- $0
- Other
- $5,420
- Hours/week
- 55
-
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
-
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
-
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
-
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
-
ALLYSON REGNIER
VP, DEVELOPMENT
- Total calculated
- $259,436
- From this org
- $221,682
- From related orgs
- $0
- Other
- $37,754
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $180,844
- Bonus
- $46,002
- Other
- -$5,164
- Deferred
- $6,805
- Nontaxable benefits
- $30,949
- Filer's total
- $259,436
-
DOUGLAS HUTCHINGS
VP, DEVELOPMENT
- Total calculated
- $359,218
- From this org
- $317,470
- From related orgs
- $0
- Other
- $41,748
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $253,988
- Bonus
- $64,713
- Other
- -$1,231
- Deferred
- $9,150
- Nontaxable benefits
- $32,598
- Filer's total
- $359,218
-
JO AMICK
VP, DEVELOPMENT
- Total calculated
- $297,011
- From this org
- $260,196
- From related orgs
- $0
- Other
- $36,815
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $204,992
- Bonus
- $52,267
- Other
- $2,937
- Deferred
- $25,800
- Nontaxable benefits
- $11,015
- Filer's total
- $297,011
-
SUSAN ABERHOLDEN
VP, PHILANTHROPY
- Total calculated
- $357,400
- From this org
- $306,372
- From related orgs
- $0
- Other
- $51,028
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $244,186
- Bonus
- $60,799
- Other
- $1,387
- Deferred
- $29,650
- Nontaxable benefits
- $21,378
- Filer's total
- $357,400
-
JOHN HOLMBERG
VICE PRESIDENT PLANNED GIVING
- Total calculated
- $224,143
- From this org
- $204,707
- From related orgs
- $0
- Other
- $19,436
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $164,798
- Bonus
- $41,628
- Other
- -$1,719
- Deferred
- $584
- Nontaxable benefits
- $18,852
- Filer's total
- $224,143
-
MICHAEL LAPPIN
FORMER SECRETARY
- Total calculated
- $1,036,363
- From this org
- $0
- From related orgs
- $1,020,814
- Other
- $15,549
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $284,150 related
- Other
- $0 + $736,664 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $15,549 related
- Filer's total
- $0 + $1,036,363 related
-
JAMES SLINKMAN
FORMER ASSISTANT SECRETARY
- Total calculated
- $613,448
- From this org
- $0
- From related orgs
- $518,002
- Other
- $95,446
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $338,966 related
- Bonus
- $0 + $147,762 related
- Other
- $0 + $31,274 related
- Deferred
- $0 + $68,915 related
- Nontaxable benefits
- $0 + $26,531 related
- Filer's total
- $0 + $613,448 related
-
LESLIE LENZO
FORMER ASSISTANT TREASURER
- Total calculated
- $1,000,545
- From this org
- $0
- From related orgs
- $968,247
- Other
- $32,298
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $630,040 related
- Bonus
- $0 + $274,706 related
- Other
- $0 + $63,501 related
- Deferred
- $0 + $29,650 related
- Nontaxable benefits
- $0 + $2,648 related
- Filer's total
- $0 + $1,000,545 related
-
MARY MATTHEWS
FORMER ASSISTANT SECRETARY
- Total calculated
- $362,450
- From this org
- $0
- From related orgs
- $315,343
- Other
- $47,107
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $253,499 related
- Bonus
- $0 + $59,624 related
- Other
- $0 + $2,220 related
- Deferred
- $0 + $29,650 related
- Nontaxable benefits
- $0 + $17,457 related
- Filer's total
- $0 + $362,450 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 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 2022 AS FOLLOWS: JAMES SKOGSBERGH - $563,214 RANDY VARJU - $43,299 DOMINIC NAKIS - $186,067 RACHELLE HART - $84,310 NAN NELSON - $90,167 MICHAEL GREBE - $120,656 MICHAEL KERNS - $64,236 JAMES SLINKMAN - $59,765 JAMES DOHENY - $69,843 LESLIE LENZO - $20,500 STEVE HUSER - $60,776
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
-
ADVOCATE HEALTH & HOSPITALS CORP
$5,116,278
CLINICAL & GEN SPPRT
-
ADVOCATE NORTHSIDE HEALTH NETWORK
$1,031,537
CLINICAL & GEN SPPRT
-
ADVOCATE HEALTH & HOSPITALS CORP
$488,051
SCHOLARSHIPS & EDUC
-
ADVOCATE HEALTH & HOSPITALS CORP
$294,388
MEDICAL RESEARCH
-
ADVOCATE CONDELL MEDICAL CENTER
$170,424
CLINICAL
-
CLINICAL & GEN SPPRT
-
$24,178
CLINICAL & GEN SPPRT
-
ADVOCATE CONDELL MEDICAL CENTER
$11,702
SCHOLARSHIPS & EDUC
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.
-
ADVOCATE NORTH SIDE HEALTH NETWORK
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHHC
-
ADVOCATE HEALTH & HOSPITALS CORPORATION
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHCN
-
EHS HOME HEALTH CARE SERVICE INC
501(C)(3) · HOME CARE · IL
Directly controlled by AHHC
-
501(C)(3) · HOSPICE CARE · IL
Directly controlled by EHSHHCS
-
501(C)(3) · HEALTH CARE · IL
Directly controlled by ANSHN
-
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHCN
-
501(C)(3) · NURSING CARE · IL
Directly controlled by ASH
-
RAVENSWOOD HEALTHCARE FOUNDATION
501(C)(3) · FUNDRAISING · IL
-
MASONIC FAMILY HEALTH FOUNDATION
501(C)(3) · FUNDRAISING · IL
Directly controlled by MFHS
-
ADVOCATE CONDELL MEDICAL CENTER
501(C)(3) · HEALTH CARE · IL
Directly controlled by AHHC
-
501(C)(3) · PARENT CORP · IL
-
501(C)(3) · SUPPORT ORG · DE
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.
-
DREYER MERCY AMBULATORY SURGERY CENTER
MEDICAL SERVICES · IL
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
EVANGELICAL SERVICES CORPORATION
C · MGMT SERVICES · IL
-
C · INSURANCE · CJ
-
C · HEALTH SERVICES · IL
-
C · MEDICAL SERVICES · IL
-
PARKSIDE CENTER CONDO ASSOCIATION
C · PROPERTY MGMT · IL
-
C · MEDICAL SERVICES · IL
-
BROMENN PHYSICIAN MANAGEMENT CORPORATION
C · MEDICAL SERVICES · IL
-
C · HEALTH COST MGMT · IL
-
C · HOLDING COMPANY · IL
-
C · HEALTH IMPRV MGMT · IL
-
C · HEALTH CARE MGMT · IL
-
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
C · HEALTH CARE MGMT · IL
-
ADVOCATE PHYSICIAN PARTNERS RISK PURCH
C · GROUP MALPRACTICE · IL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333209349301628
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