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Nonprofiteer
← AURORA FAMILY SERVICE INC

Form 990 for tax year 2024

Filed by AURORA FAMILY SERVICE INC.

Totals

Total revenue
$2,854,820
Total expenses
$3,858,289
Contributions and grants received
$2,195,007
Grants paid
$0
Program service revenue
$749,470
Investment income
-$89,657
Other revenue
$0
Total assets, end of year
$233,860
Total liabilities, end of year
$3,460,388
Net assets or fund balances, end of year
-$3,226,528
Program services expenses (Part IX)
$2,930,087
Management and general expenses
$928,202
Fundraising expenses
$0
Program service expenses (Part III)
$2,930,087

Program services were 75.9% 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.

  • 1a · Federated campaigns

    $532,184

  • 1d · Related organizations

    $543,580

  • 1e · Government grants (contributions)

    $459,629

  • 1f · All other contributions, gifts and grants

    $659,614

  • 2a · Program service revenue: PATIENT SERVICE REVENU

    total $749,470 · related or exempt $749,470

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

    other assets $89,657

  • 7c · Gain or loss

    other assets -$89,657

  • 7d · Net gain or loss

    total -$89,657 · excluded -$89,657

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,744,937 · program services $1,510,174 · management and general $234,763

  • 8 · Pension plan contributions

    total $96,343 · program services $94,184 · management and general $2,159

  • 9 · Other employee benefits

    total $279,839 · program services $279,839

  • 10 · Payroll taxes

    total $255,744 · program services $234,971 · management and general $20,773

  • 11g · Fees: other

    total $11,370 · management and general $11,370

  • 12 · Advertising and promotion

    total $531 · program services $75 · management and general $456

  • 13 · Office expenses

    total $23,885 · program services $6,755 · management and general $17,130

  • 14 · Information technology

    total $1,367 · program services $1,006 · management and general $361

  • 16 · Occupancy

    total $198,066 · program services $191,121 · management and general $6,945

  • 17 · Travel

    total $21,076 · program services $21,046 · management and general $30

  • 19 · Conferences, conventions and meetings

    total $28,724 · program services $28,724

  • 23 · Insurance

    total $5,918 · management and general $5,918

  • 24a · Other expenses: OTHER EXPENSES

    total $1,165,727 · program services $537,494 · management and general $628,233

  • 24b · Other expenses: BAD DEBT

    total $16,591 · program services $16,591

  • 24c · Other expenses: OTHER INTERCOMPANY

    total $7,851 · program services $7,851

  • 24d · Other expenses: EMPLOYEE EXPENSES

    total $256 · program services $256

  • 24e · All other expenses

    total $64 · management and general $64

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $30,884 · end of year $60,270

  • 4 · Accounts receivable

    beginning of year $123,372 · end of year $12,016

  • 9 · Prepaid expenses and deferred charges

    end of year $9,000

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $410,657 · end of year $0

  • 15 · Other assets

    beginning of year $134,534 · end of year $152,574

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,849,201 · end of year $3,354,305

  • 19 · Deferred revenue

    beginning of year $91,344 · end of year $106,083

  • 27 · Net assets without donor restrictions

    beginning of year -$2,375,632 · end of year -$3,379,102

  • 28 · Net assets with donor restrictions

    beginning of year $134,534 · end of year $152,574

Mission and programs · 2024

Mission

AURORA FAMILY SERVICE PARTNERS WITH FAMILIES TO ENHANCE THEIR CAPABILITY TO ANTICIPATE, IDENTIFY AND MANAGE CHALLENGES THEY FACE IN THEIR EVERYDAY LIVES THROUGH THE INTEGRATION OF HEALTH, MENTAL HEALTH, AND SOCIAL SERVICES PROVIDING CULTURALLY PROFICIENT SERVICES, COMMUNITY PARTNERSHIPS, PROFESSIONAL EDUCATION, AND EFFECTIVE ADVOCACY.

Activities or mission (Part I)

AURORA FAMILY SERVICE, INC. HELPS FAMILIES TO ENHANCE THEIR CAPABILITY TO ANTICIPATE AND MANAGE CHALLENGES THEY FACE IN THEIR LIVES THROUGH THE INTEGRATION OF HEALTH, MENTAL HEALTH, AND SOCIAL SERVICES.

  • AURORA FAMILY SERVICE, INC. (AFS) PROVIDES COUNSELING SERVICES FOR DEPRESSION, ALCOHOL OR DRUG ABUSE, MARRIAGE AND FAMILY PROBLEMS, JOB STRESS AND OTHER CONCERNS, WITH FEES BASED ON ABILITY TO PAY. AFS ALSO PROVIDES CONSUMER CREDIT COUNSELING, GERIATRIC SERVICES, PARENTING EDUCATION AND SUPPORT AND OTHER CHILD WELFARE PROMOTION SERVICES, AND PROFESSIONAL POST-GRADUATE EDUCATION FOR MARRIAGE AND FAMILY THERAPISTS.

    Expenses $2,930,087 · Revenue $749,470

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nan Nelson

    DIRECTOR, 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

  • Cristy Garcia-Thomas

    DIRECTOR, PRESIDENT, CHAIRPERSON

    Total calculated
    $2,544,681
    From this org
    $0
    From related orgs
    $2,251,082
    Other
    $293,599
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,625 related
    Bonus
    $0 + $860,536 related
    Other
    $0 + $880,921 related
    Deferred
    $0 + $261,383 related
    Nontaxable benefits
    $0 + $32,216 related
    Filer's total
    $0 + $2,544,681 related

  • Mark Huber

    DIRECTOR, VICE PRESIDENT, VICE CHAIRPERSON

    Total calculated
    $572,441
    From this org
    $0
    From related orgs
    $456,892
    Other
    $115,549
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,040 related
    Bonus
    $0 + $192,606 related
    Other
    $0 + $126,246 related
    Deferred
    $0 + $104,757 related
    Nontaxable benefits
    $0 + $10,792 related
    Filer's total
    $0 + $572,441 related

  • Sharain Horn

    DIRECTOR

    Total calculated
    $280,255
    From this org
    $0
    From related orgs
    $258,204
    Other
    $22,051
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $211,910 related
    Bonus
    $0 + $50,715 related
    Other
    $0 + -$4,421 related
    Deferred
    $0 + $7,879 related
    Nontaxable benefits
    $0 + $14,172 related
    Filer's total
    $0 + $280,255 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

  • Sue Dwyer

    ASSISTANT TREASURER

    Total calculated
    $839,799
    From this org
    $0
    From related orgs
    $659,932
    Other
    $179,867
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,768 related
    Bonus
    $0 + $191,332 related
    Other
    $0 + $11,832 related
    Deferred
    $0 + $145,190 related
    Nontaxable benefits
    $0 + $34,677 related
    Filer's total
    $0 + $839,799 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

  • 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

  • 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

  • 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

  • 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

  • Katherine Ketner

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 55 related

  • James Slinkman

    ASSISTANT SECRETARY

    Total calculated
    $863,992
    From this org
    $0
    From related orgs
    $689,283
    Other
    $174,709
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,806 related
    Bonus
    $0 + $171,108 related
    Other
    $0 + $65,369 related
    Deferred
    $0 + $140,592 related
    Nontaxable benefits
    $0 + $34,117 related
    Filer's total
    $0 + $863,992 related

  • Robert Marrs

    DIRECTOR AURORA FAMILY SVC OPS

    Total calculated
    $203,833
    From this org
    $188,540
    From related orgs
    $0
    Other
    $15,293
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $162,614
    Bonus
    $28,901
    Other
    -$2,975
    Deferred
    $5,745
    Nontaxable benefits
    $9,548
    Filer's total
    $203,833

  • 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

  • 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

  • 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

  • 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

  • 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

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
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: DOMINIC NAKIS - $330,000 JAMES DOHENY - $273,416 MICHAEL KERNS - $349,434 STEVE HUSER - $291,941 CRISTY GARCIA-THOMAS - $197,630 MICHAEL GREBE - $330,000 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 JAMES SLINKMAN - $80,370 LESLIE LENZO - $1,796 CARRIE DONOVAN - $92,513 MICHAEL VOLANTE - $19,175 ROBIN STOEN - $9,829 CRISTY GARCIA-THOMAS - $140,625 MARK HUBER - $72,827 SHARAIN HORN - $6,678 SUSAN DWYER | SUE DWYER - $82,670 ROBERT MARRS - $4,724 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

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.

  • BAYCARE AURORA LLC

    RELATED · HOSPITAL · WI · 61.88% owned

    Directly controlled by AURORA MEDICAL GROUP INC

  • WISCONSIN SURGERY CENTER LLC

    SURGICAL SERVICES · WI

  • AURORA GI ASC LLC

    PHYSICIAN SERVICES · WI

Related corporations and trusts

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

  • AURORA HEALTH CARE VENTURES INC

    C · FOR-PROFIT PARENT COMPANY · WI

  • AURORA HEALTH NETWORK INC

    C · INACTIVE · WI

  • AURORA PHARMACY INC

    C · RETAIL PHARMACY · WI

  • DIVERSIFIED CARE INC

    C · TEMPORARY STAFFING AGENCY · WI

  • AURORA RETAIL STORES INC

    C · INACTIVE · WI

  • ADVANCED HEALTHCARE INC

    C · PHYSICIAN SERVICES · WI

  • NOR DOOR CLINIC BUILDING CONDOMINIUM ASSOCIATION OF UNIT OWNERS

    C · CONDO ASSOCIATION · WI

  • ST LUKE'S PHYSICIAN OFFICE CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • AURORA HEALTH CENTER OF KENOSHA CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • AURORA HEALTH CENTER OF OSHKOSH CONDOMINIUM ASSOSCIATION INC

    C · CONDO ASSOCIATION · WI

  • NORTHSHORE HEALTH NETWORK INC

    C · MANAGED CARE CONTRACTING · WI

  • ADVOCATE AURORA ENTERPRISES INC

    C · FOR-PROFIT PARENT COMPANY · WI

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349327725

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