Skip to content
Nonprofiteer
← ADVOCATE AURORA HEALTH INC

Form 990 for tax year 2023

Filed by ADVOCATE AURORA HEALTH INC.

Totals

Total revenue
$93,587,373
Total expenses
-$491,433,541
Contributions and grants received
$7,486,972
Grants paid
$16,000
Program services expenses (Part IX)
$779,324,374
Management and general expenses
-$1,270,757,915
Fundraising expenses
$0
Program service expenses (Part III)
$779,324,374

Listed in Part VII

  • JAMES SKOGSBERGH

    DIRECTOR, PRESIDENT, CEO

    Total calculated
    $17,416,946
    From this org
    $16,598,134
    From related orgs
    $0
    Other
    $818,812
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $3,800,014
    Bonus
    $11,698,802
    Other
    $1,099,318
    Deferred
    $793,002
    Nontaxable benefits
    $25,810
    Filer's total
    $17,416,946

  • WILLIAM SANTULLI

    DIRECTOR, PRESIDENT

    Total calculated
    $6,164,738
    From this org
    $5,805,122
    From related orgs
    $0
    Other
    $359,616
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,775,117
    Bonus
    $3,426,826
    Other
    $603,179
    Deferred
    $324,949
    Nontaxable benefits
    $34,667
    Filer's total
    $6,164,738

  • MICHELE RICHARDSON

    DIRECTOR, CHAIRPERSON

    Total calculated
    $131,433
    From this org
    $131,433
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • RICHARD JAKLE

    DIRECTOR

    Total calculated
    $116,433
    From this org
    $116,433
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOHN TIMMER

    DIRECTOR

    Total calculated
    $116,433
    From this org
    $116,433
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • LYNN CRUMP-CAINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK HARRIS

    DIRECTOR

    Total calculated
    $97,100
    From this org
    $97,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHARLES HARVEY

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $89,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOANNE BAUER

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $112,433
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOANNE DISCH

    DIRECTOR

    Total calculated
    $89,100
    From this org
    $89,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOHN DANIELS JR

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $112,433
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • THOMAS BOLGER

    DIRECTOR

    Total calculated
    $112,433
    From this org
    $112,433
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JEFFREY BAHR

    VICE PRESIDENT

    Total calculated
    $3,383,017
    From this org
    $3,178,980
    From related orgs
    $0
    Other
    $204,037
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,009,633
    Bonus
    $1,597,326
    Other
    $572,021
    Deferred
    $168,713
    Nontaxable benefits
    $35,324
    Filer's total
    $3,383,017

  • DENNIS POTTS

    VICE PRESIDENT

    Total calculated
    $3,134,763
    From this org
    $2,952,403
    From related orgs
    $0
    Other
    $182,360
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,119,985
    Bonus
    $1,401,526
    Other
    $430,892
    Deferred
    $153,931
    Nontaxable benefits
    $28,429
    Filer's total
    $3,134,763

  • DIA NICHOLS

    VICE PRESIDENT

    Total calculated
    $938,085
    From this org
    $0
    From related orgs
    $808,304
    Other
    $129,781
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,250 related
    Bonus
    $0 + $289,273 related
    Other
    $0 + $13,781 related
    Deferred
    $0 + $95,636 related
    Nontaxable benefits
    $0 + $34,145 related
    Filer's total
    $0 + $938,085 related

  • DOMINIC NAKIS

    TREASURER

    Total calculated
    $6,517,941
    From this org
    $6,387,589
    From related orgs
    $0
    Other
    $130,352
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $212,923
    Bonus
    $2,594,726
    Other
    $3,579,940
    Deferred
    $121,372
    Nontaxable benefits
    $8,980
    Filer's total
    $6,517,941

  • ANTHONY DEFURIO

    TREASURER

    Total calculated
    $5,539,395
    From this org
    $0
    From related orgs
    $5,112,458
    Other
    $426,937
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,560,281 related
    Bonus
    $0 + $1,371,375 related
    Other
    $0 + $2,180,802 related
    Deferred
    $0 + $410,490 related
    Nontaxable benefits
    $0 + $16,447 related
    Filer's total
    $0 + $5,539,395 related

  • BRAD CLARK

    TREASURER

    Total calculated
    $1,577,771
    From this org
    $0
    From related orgs
    $1,431,976
    Other
    $145,795
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $991,783 related
    Bonus
    $0 + $356,324 related
    Other
    $0 + $83,869 related
    Deferred
    $0 + $109,999 related
    Nontaxable benefits
    $0 + $35,796 related
    Filer's total
    $0 + $1,577,771 related

  • MICHAEL GREBE

    SECRETARY

    Total calculated
    $3,702,479
    From this org
    $3,603,425
    From related orgs
    $0
    Other
    $99,054
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $142,133
    Bonus
    $1,229,539
    Other
    $2,231,753
    Deferred
    $96,507
    Nontaxable benefits
    $2,547
    Filer's total
    $3,702,479

  • BRETT DENTON

    SECRETARY

    Total calculated
    $2,295,087
    From this org
    $0
    From related orgs
    $1,971,827
    Other
    $323,260
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,063,403 related
    Bonus
    $0 + $866,057 related
    Other
    $0 + $42,367 related
    Deferred
    $0 + $291,865 related
    Nontaxable benefits
    $0 + $31,395 related
    Filer's total
    $0 + $2,295,087 related

  • RACHELLE HART

    ASSISTANT SECRETARY

    Total calculated
    $1,286,154
    From this org
    $1,155,480
    From related orgs
    $0
    Other
    $130,674
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $597,772
    Bonus
    $374,964
    Other
    $182,744
    Deferred
    $103,904
    Nontaxable benefits
    $26,770
    Filer's total
    $1,286,154

  • CRISTY GARCIA-THOMAS

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $2,303,486
    From this org
    $2,125,493
    From related orgs
    $0
    Other
    $177,993
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $669,819
    Bonus
    $1,053,896
    Other
    $401,778
    Deferred
    $140,625
    Nontaxable benefits
    $37,368
    Filer's total
    $2,303,486

  • KEVIN BRADY

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $3,455,105
    From this org
    $3,393,965
    From related orgs
    $0
    Other
    $61,140
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $48,760
    Bonus
    $1,268,679
    Other
    $2,076,526
    Deferred
    $35,296
    Nontaxable benefits
    $25,844
    Filer's total
    $3,455,105

  • BARBARA BYRNE

    CHIEF INFORMATION OFFICER

    Total calculated
    $2,974,797
    From this org
    $2,761,052
    From related orgs
    $0
    Other
    $213,745
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,029,410
    Bonus
    $1,354,968
    Other
    $376,674
    Deferred
    $189,688
    Nontaxable benefits
    $24,057
    Filer's total
    $2,974,797

  • KELLY JO GOLSON

    CHIEF BRAND AND CONSUMER EXPERIENCE OFFICER

    Total calculated
    $2,616,841
    From this org
    $2,471,223
    From related orgs
    $0
    Other
    $145,618
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $612,998
    Bonus
    $1,203,117
    Other
    $655,108
    Deferred
    $138,140
    Nontaxable benefits
    $7,478
    Filer's total
    $2,616,841

  • GARY STUCK

    CHIEF MEDICAL OFFICER

    Total calculated
    $2,995,236
    From this org
    $2,766,000
    From related orgs
    $0
    Other
    $229,236
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,110,511
    Bonus
    $1,397,423
    Other
    $258,066
    Deferred
    $200,775
    Nontaxable benefits
    $28,461
    Filer's total
    $2,995,236

  • MARY BETH KINGSTON

    CHIEF NURSING OFFICER

    Total calculated
    $2,302,956
    From this org
    $2,138,870
    From related orgs
    $0
    Other
    $164,086
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $682,728
    Bonus
    $1,143,231
    Other
    $312,911
    Deferred
    $144,543
    Nontaxable benefits
    $19,543
    Filer's total
    $2,302,956

  • REV KATHIE BENDER SCHWICH

    CHIEF SPIRITUAL OFFICER

    Total calculated
    $1,606,234
    From this org
    $1,426,850
    From related orgs
    $0
    Other
    $179,384
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $106,276
    Bonus
    $713,396
    Other
    $607,178
    Deferred
    $61,171
    Nontaxable benefits
    $118,213
    Filer's total
    $1,606,234

  • SCOTT POWDER

    PRESIDENT, ADVOCATE AURORA ENTERPRISES

    Total calculated
    $2,793,671
    From this org
    $0
    From related orgs
    $2,674,169
    Other
    $119,502
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $346,195 related
    Bonus
    $0 + $1,168,029 related
    Other
    $0 + $1,159,945 related
    Deferred
    $0 + $88,525 related
    Nontaxable benefits
    $0 + $30,977 related
    Filer's total
    $0 + $2,793,671 related

  • MEGHAN WOLTMAN

    CHIEF GOVERNMENT AFFAIRS OFFICER

    Total calculated
    $1,286,557
    From this org
    $1,138,928
    From related orgs
    $0
    Other
    $147,629
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $507,694
    Bonus
    $592,821
    Other
    $38,413
    Deferred
    $114,316
    Nontaxable benefits
    $33,313
    Filer's total
    $1,286,557

  • RICHARD KLEIN

    CHIEF BUSINESS DEVELOPMENT OFFICER

    Total calculated
    $2,905,207
    From this org
    $2,716,123
    From related orgs
    $0
    Other
    $189,084
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $811,180
    Bonus
    $1,483,825
    Other
    $421,118
    Deferred
    $167,919
    Nontaxable benefits
    $21,165
    Filer's total
    $2,905,207

  • SHOEB SITAFALWALLA

    CHIEF STRATEGY OFFICER

    Total calculated
    $2,085,071
    From this org
    $1,880,992
    From related orgs
    $0
    Other
    $204,079
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $943,933
    Bonus
    $869,171
    Other
    $67,888
    Deferred
    $173,827
    Nontaxable benefits
    $30,252
    Filer's total
    $2,085,071

  • MICHAEL KERNS

    SVP, DEPUTY GENERAL COUNSEL

    Total calculated
    $861,767
    From this org
    $749,774
    From related orgs
    $0
    Other
    $111,993
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $388,253
    Bonus
    $260,462
    Other
    $101,059
    Deferred
    $80,710
    Nontaxable benefits
    $31,283
    Filer's total
    $861,767

  • JAMES SLINKMAN

    SVP, ASSOCIATE GENERAL COUNSEL

    Total calculated
    $823,811
    From this org
    $712,395
    From related orgs
    $0
    Other
    $111,416
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $410,751
    Bonus
    $232,619
    Other
    $69,025
    Deferred
    $80,370
    Nontaxable benefits
    $31,046
    Filer's total
    $823,811

  • FRITZ VORLOP

    SYSTEM VP, ASSOCIATE GENERAL COUNSEL

    Total calculated
    $829,175
    From this org
    $804,519
    From related orgs
    $0
    Other
    $24,656
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $471,187
    Bonus
    $231,776
    Other
    $101,556
    Deferred
    $0
    Nontaxable benefits
    $24,656
    Filer's total
    $829,175

  • MONICA HOCUM

    ASSOCIATE GENERAL COUNSEL

    Total calculated
    $525,255
    From this org
    $489,966
    From related orgs
    $0
    Other
    $35,289
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $381,075
    Bonus
    $93,986
    Other
    $14,905
    Deferred
    $28,444
    Nontaxable benefits
    $6,845
    Filer's total
    $525,255

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

PART I, LINES 4A-B
ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2023 AS FOLLOWS:
PART I, LINE 7
WRITTEN INCENTIVE COMPENSATION PLANS FOR CERTAIN MANAGEMENT LEVELS ARE AWARDED BASED ON THE ORGANIZATION'S ANNUAL PATIENT EXPERIENCE, CARE MANAGEMENT, AND FINANCIAL PERFORMANCE RESULTS.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443219349300224

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

The source document this was parsed from is served over the API, which is where bulk and document access live.