Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
Advocate Health And Hospitals Corp
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2025 WINDSOR DRIVE
 
Room/suite
City or town, state or country, and ZIP + 4
OAK BROOK, IL60523
D Employer identification number

36-2169147
E Telephone number

G Gross receipts $ 4,667,059,759
F Name and address of principal officer:
JAMES SKOGSBERGH
2025 WINDSOR DRIVE
OAK BROOK,IL60523
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ADVOCATEHEALTH.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1906
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: To serve the health needs of individuals, families and communities through a wholistic philosophy rooted in our fundamental understanding of human beings as created in the image of God.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 12
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 25,515
6 Total number of volunteers (estimate if necessary) .... 6 5,023
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 60,357,743
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 1,480,293
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 15,803,411 67,887,622
9 Program service revenue (Part VIII, line 2g) ......... 2,709,546,314 3,119,941,909
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 71,563,648 104,472,162
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 57,896,700 38,104,429
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,854,810,073 3,330,406,122
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,189,774 83,479,818
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,397,886,302 1,553,707,515
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet660,159    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,234,038,001 1,365,058,918
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,647,114,077 3,002,246,251
19 Revenue less expenses. Subtract line 18 from line 12...... 207,695,996 328,159,871
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 4,222,658,503 5,231,584,084
21 Total liabilities (Part X, line 26)............ 2,372,712,952 2,669,041,090
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 1,849,945,551 2,562,542,994
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE MISSION OF ADVOCATE HEALTH AND HOSPITALS CORPORATION IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,336,704,864 including grants of $ 83,479,818 ) (Revenue $ 2,758,202,938 )
SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 186,821,449 including grants of $   ) (Revenue $ 116,518,319 )
SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 54,408,756 including grants of $   ) (Revenue $ 20,260,241 )
SEE SCHEDULE O.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 206,476,420 including grants of $   ) (Revenue $ 189,939,813 )
4e Total program service expensesMediumBullet$ 2,784,411,489
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see attachment
20b
 
No
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
Yes
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
1,610
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
25,515
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
14
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JAMES DOHENY
2025 WINDSOR DRIVE
OAK BROOK,IL60523
(630) 990-5155
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Alejandro Aparicio MD
Director
1.0 X           0 0 0
(2) Carolyn Smeltzer
Director
1.0 X           0 0 0
(3) Clarence Nixon Jr PhD
Director
1.0 X           0 0 0
(4) David Anderson
Director
1.0 X           0 0 0
(5) James H Skogsbergh
President and CEO, Director
40.0 X   X       2,996,848 0 1,871,377
(6) John Dossey
Director
1.0 X           0 0 0
(7) John Timmer
Director
1.0 X           0 0 0
(8) Jose Elizondo MD
Director
1.0 X           0 213,460 34,868
(9) Laurie Meyer
Director
1.0 X           0 0 0
(10) Lynn Crump-Caine
Chairperson, Director
1.0 X           0 0 0
(11) Mark Harris
Vice Chairperson, Director
1.0 X           0 0 0
(12) Michele Baker Richardson
Director
1.0 X           0 0 0
(13) Rev Dr Donald Hallberg
Director
1.0 X           0 0 0
(14) Ronald Mallicoat Jr
Director
1.0 X           0 0 0
(15) Ben Grigaliunas
SVP, Human Resources
40.0     X       1,195,003 0 567,060
(16) Bruce D Smith
SVP, Chief Info. Officer
40.0     X       973,356 0 462,744
(17) Dominic J Nakis
SVP, Chief Financial Officer
40.0     X       1,356,004 0 830,562
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Gail D Hasbrouck
SVP, Gen Counsel & Corp Sec
40.0     X       1,009,794 0 437,916
(19) James Dan MD
Pres of Phys & Ambulatory Svcs
40.0     X       866,376 0 723,196
(20) James Doheny
VP Finance & Corp Controller
40.0     X       429,264 0 152,134
(21) Kelly Jo Golson
SVP, Public Affairs & Mktg
40.0     X       428,268 0 214,506
(22) Lee B Sacks MD
Exec VP, Chief Medical Officer
40.0     X       1,521,814 0 826,265
(23) Rev Jerry Wagenknecht
SVP, Mission & Spiritual Care
40.0     X       521,075 0 238,882
(24) Scott Powder
SVP, Strat. Planning & Growth
40.0     X       510,321 0 276,407
(25) William P Santulli
Executive Vice President, COO
40.0     X       1,745,563 0 1,103,134
(26) Anthony Armada
President, Lutheran Gen. Hosp.
40.0       X     561,241 0 287,710
(27) David Fox
President, Good Samaritan Hosp
40.0       X     853,870 0 491,402
(28) Jonathan Bruss
President, Trinity Hospital
40.0       X     602,730 0 300,508
(29) Karen Lambert
President, Good Shepherd Hosp.
40.0       X     726,014 0 406,178
(30) Kenneth Lukhard
Market President, Christ Med C
40.0       X     1,102,555 0 699,435
(31) Lena Dobbs-Johnson
President, Bethany Hosp
40.0       X     574,360 0 875,068
(32) Michael Englehart
President, South Suburban Hosp
40.0       X     369,929 0 254,544
(33) Roger Hunt
President, BroMenn Medical Ctr
40.0       X     1,127,861 0 90,515
(34) Caleb Lippman
Attending Physician
40.0         X   792,987 0 51,184
(35) James Keller
Physician-Perinatology
40.0         X   669,902 0 46,131
(36) Kenneth Rojek
President, ACL
40.0         X   742,555 0 476,301
(37) Kevin Waldron
Attending Physician
40.0         X   719,244 0 46,726
(38) Manoj Shah
Physician-General Surgery
40.0         X   723,372 0 42,604
(39) Wilfredo Ramos
Fmr Sr VP Comm & Govt Rel
            X 127,597 0 28,170
(40) Bruce Campbell
Fmr Pres, Adv Lutheran Hosp
            X 666,660 0 162,455
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 23,914,563 213,460 11,997,982
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1,698
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
HLS WHEELING LLC
45 W Hintz Rd
WHEELING,IL600906073
Laundry Services 11,677,463
POWER CONSTRUCTION COMPANY
2360 N Palmer Dr
SCHAUMBURG,IL601733818
CONSTRUCTION 8,763,423
INO THERAPEUTICS LLC
PO Box 642509
PITTSBURGH,PA152642509
PHARM THERAPY SVCS 3,540,811
MEDQUIST TRANSCRIPTIONS LTD
PO Box 10832
NEWARK,NJ071930832
TRASCRIPTION SVCS 3,173,868
CASSIDAY SCHADE LLP
20 N Wacker Drive Suite 1040
CHICAGO,IL60606
Legal Services 2,215,273
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet109
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 387,768
d Related organizations...1d 63,722,476
e Government grants (contributions)1e 3,668,900
f All other contributions, gifts, grants, and
similar amounts not included above
1f
108,478
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 67,887,622
 Program Service Revenue Business Code
2a Program Services Revenue 621,990 5,799,548,126 5,799,548,126    
b 3RD PARTY ALLOW/FREE CARE/MEDICAID 621,990 -4,602,812,926 -4,602,812,926    
c Medicare/Medicaid Payments 621,990 1,041,522,632 1,041,522,632    
d PHARMACY 446,110 842,479,963 841,315,907 1,164,056  
e LAB 621,500 39,204,114 5,347,572 33,856,542  
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,119,941,909
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 20,959,995     20,959,995
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 9,614,535  
b Less: rental expenses 9,590,502  
c Rental income or (loss) 24,033  
d Net rental income or (loss).......MediumBullet 24,033     24,033
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,408,046,902 2,371,271
b Less: cost or other basis and sales expenses 1,324,253,858 2,652,148
c Gain or (loss) 83,793,044 -280,877
d Net gain or (loss)..........MediumBullet 83,512,167     83,512,167
8a Gross income from fundraising events (not including
$ 387,768
of contributions reported on line 1c). See Part IV, line 18 ...
a 189,300
b Less: direct expenses ...b 157,129
c Net income or (loss) from fundraising events..MediumBullet 32,171   32,171
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a Cafeteria Revenue 722,210 9,132,508     9,132,508
b Parking Revenue 453,220 2,605,105     2,605,105
c Gift Shop Revenue 812,930 973,467     973,467
d All other revenue .... 25,337,145   25,337,145  
e Total. Add lines 11a–11d ......MediumBullet 38,048,225
12 Total revenue. See Instructions....MediumBullet 3,330,406,122 3,084,921,311 60,357,743 117,239,446
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 83,479,818 83,479,818
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 19,472,246 5,790,963 13,681,283  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 1,227,332,241 1,135,331,732 91,726,632 273,877
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 44,854,552 41,280,122 3,564,405 10,025
9 Other employee benefits ....... 183,712,057 170,109,838 13,561,197 41,022
10 Payroll taxes ........... 78,336,419 72,514,646 5,804,281 17,492
11 Fees for services (non-employees):        
a Management ...... 184,188 184,188    
b Legal ......... 1,601,042 248,607 1,352,435  
c Accounting ........... 623,967 145,586 478,381  
d Lobbying ........... 283,942 15,348 268,594  
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 8,724,111 8,724,111    
g Other .......... 84,647,399 81,070,713 3,576,686  
12 Advertising and promotion .... 7,866,080 3,258,917 4,607,163  
13 Office expenses ....... 26,699,291 24,002,402 2,696,885 4
14 Information technology ...... 108,532,613 86,093,799 22,438,814  
15 Royalties .. 0      
16 Occupancy ........... 56,724,687 56,277,091 447,596  
17 Travel ............ 4,880,482 3,387,045 1,493,437  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 3,268,718 2,525,215 743,503  
20 Interest ........... 41,759,002 41,759,002 0  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 125,158,253 107,513,472 17,644,781  
23 Insurance .............. 20,629,197 19,820,051 809,146  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Medical Supplies 453,015,299 453,436,007 -420,708  
b Bad Debt 142,139,179 142,139,179    
c Contracted Services General 117,609,019 100,295,935 17,313,084  
d Public Assessment fees 82,230,391 82,230,391    
e Maintenance General 55,707,071 49,052,503 6,654,568  
f All other expenses 22,774,987 13,724,808 8,732,440 317,739
25 Total functional expenses. Add lines 1 through 24f 3,002,246,251 2,784,411,489 217,174,603 660,159
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 809,175 1 1,715,011
2 Savings and temporary cash investments ....... 344,430,786 2 416,994,502
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 254,796,452 4 297,866,547
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 66,388,571 7 395,126
8 Inventories for sale or use .............. 40,766,087 8 40,639,410
9 Prepaid expenses and deferred charges ............ 42,034,175 9 45,147,107
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,721,191,803
b Less: accumulated depreciation. ..... 10b 1,547,709,539 1,034,843,456 10c 1,173,482,264
11 Investments—publicly traded securities .......... 1,938,063,934 11 2,640,389,697
12 Investments—other securities. See Part IV, line 11 ...... 239,510,330 12 455,473,044
13 Investments—program-related. See Part IV, line 11 .. 2,765,525 13 2,966,910
14 Intangible assets ......... 633,011 14 1,207,588
15 Other assets. See Part IV, line 11 ........... 257,617,001 15 155,306,878
16 Total assets. Add lines 1 through 15 (must equal line 34)... 4,222,658,503 16 5,231,584,084
Liabilities 17 Accounts payable and accrued expenses . 378,822,000 17 515,173,296
18 Grants payable ..........   18  
19 Deferred revenue .......... 3,871,419 19 3,348,852
20 Tax-exempt bond liabilities .......... 914,448,045 20 997,077,344
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 173,490 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 10,500,000 24 0
25 Other liabilities. Complete Part X of Schedule D..... 1,064,897,998 25 1,153,441,598
26 Total liabilities. Add lines 17 through 25..... 2,372,712,952 26 2,669,041,090
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 1,849,145,466 27 2,561,493,582
28 Temporarily restricted net assets ..... 800,085 28 1,049,412
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 1,849,945,551 33 2,562,542,994
34 Total liabilities and net assets/fund balances ..... 4,222,658,503 34 5,231,584,084
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
3,330,406,122
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
3,002,246,251
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
328,159,871
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
1,849,945,551
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
384,437,572
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
2,562,542,994
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
16,743
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
185,668
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
641,101
j
Total. lines 1c through 1i ...................................
843,512
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL LOBBYING INFORMATION PART II-B, LINE 1A ADVOCATE HEALTH AND HOSPITALS CORPORATION SPONSORS A NURSE ADVOCACY COUNCIL, COMPRISED OF NURSES EMPLOYED BY THE SYSTEM. THIS GROUP PROVIDES LEGISLATIVE FORUMS AND EDUCATION SUMMITS TO APPRISE AND EDUCATE LEGISLATORS OF THE ISSUES FACING THE NURSING PROFESSION AND HOW CHANGES IN LEGISLATION AFFECT PATIENT CARE. SCHEDULE C, PART II-B, LINE 1I ADVOCATE HEALTH AND HOSPITALS CORPORATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE ILLINOIS HOSPITAL ASSOCIATION AND THE METROPOLITAN CHICAGO HEALTHCARE COUNCIL. THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND CONGRESS ON LEGAL AND POLICY ISSUES THAT AFFECT HEALTHCARE INCLUDING QUALITY, AFFORDABILITY, PATIENT ACCESS AND ACCREDITATION. A PORTION OF THE ANNUAL MEMBERSHIP DUES PAID TO THESE ORGANIZATIONS IS ATTRIBUTABLE TO THESE LOBBYING ACTIVITIES. ADVOCATE ALSO ENGAGES CERTAIN FIRMS TO LOBBY ON ITS BEHALF REGARDING ISSUES AND POLICIES THAT AFFECT HEALTHCARE SUCH AS QUALITY, AFFORDABILITY AND PATIENT ACCESS. ADVOCATE ALSO REIMBURSES VARIOUS ASSOCIATES FOR DUES PAID TO VARIOUS PROFESSIONAL ORGANIZATIONS AND ALSO FOR EDUCATIONAL EXPENSES PROVIDED BY PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE ENDEAVORS TO IDENTIFY THE PORTION OF DUES OR FEES PAID TO THESE ORGANIZATIONS WHICH ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........
     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 36,173,279 37,800,978 73,974,257
b Buildings ................   1,584,048,607 774,542,341 809,506,266
c Leasehold improvements ............   35,268,833 18,893,831 16,375,002
d Equipment ................   924,280,824 722,902,212 201,378,612
e Other .................   103,619,281 31,371,154 72,248,127
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 1,173,482,264
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests 455,473,044 F
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 455,473,044
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
SELF INSURANCE LIABILITY 682,926,785
3RD PARTY SETTLEMENTS 165,522,983
OBLIGATION TO RETURN COLLATERAL 191,082,921
PENSION PLAN BENEFITS 13,422,714
EXECUTIVE PENSION LIABILITY 38,196,740
INTEREST RATE SWAP MTM SERIES 44,080,392
REMEDIATION COST ACCRUAL 13,649,331
UNFUNDED HRA/DRA 2,852,847
DEFERRED COMPENSATION 897,385
DEACONESS RESIDENCE LIABILITY 809,500
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,153,441,598
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total
expenditures for region/investments
in region
Central America and the Caribbean 1 1 Program Services Self-Insurance 21,385,712
East Asia and the Pacific 0 0 Program Services Conference 24,330
Middle East and North Africa 0 0 Program Services See Part V 36,261
North America 0 0 Program Services Conference 2,662
South America 0 0 Program Services Conference 40,645
Central America and the Caribbean 0 0 Investments   260,842,781
East Asia and the Pacific 0 0 Investments   105,086,808
Europe (Including Iceland and Greenland) 0 0 Investments   277,240,183
Middle East and North Africa 0 0 Investments   6,384,822
North America 0 0 Investments   19,244,668
           
           
           
           
           
           
           
3a Sub-total ..... 1 1 690,288,872
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 1 690,288,872
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
Description of Program Service in Middle East and North Africa Part I, Line 3, COLUMN E One of Advocate's sites of care has a large Middle Eastern population in its service area with distinct healthcare needs and risks based on cultural heritage and norms. Attending the Arab Health Conference and other meetings allows the participants to learn more about these risks and the treatments thereof, and allows the associates to develop contacts with the orders who could be consulted in developing programs/treatment for the affected populations. The expenditures reported in Part I, Line 3 are based on the cash paid for these activities.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

TRINITY
(event type)
(b) Event #2

CHRIST
(event type)
(c) Other Events

3
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 83,446 58,468 435,154 577,068
2 Less: Charitable
contributions . . .
  135 387,633 387,768
3 Gross income (line 1
minus line 2) . . .
83,446 58,333 47,521 189,300
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .     366 366
8 Entertainment . . .        
9 Other direct expenses . 99,346 23,732 33,685 156,763
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 157,129
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 32,171
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) ..
    30,695,034 1,439,008 29,256,026 1.020 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) .
    439,130,882 308,053,116 131,077,766 4.580 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs .....
    469,825,916 309,492,124 160,333,792 5.600 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
    2,187,194   2,187,194 0.080 %
f Health professions education
(from Worksheet 5) ..
    72,007,002 20,260,241 51,746,761 1.810 %
g Subsidized health services
(from Worksheet 6) ..
    39,456,003 19,910,049 19,545,954 0.680 %
h Research (from Worksheet 7)            
i Cash and in-kind contributions
to community groups
(from Worksheet 8) ..
    2,413,610   2,413,610 0.080 %
jTotal Other Benefits ...     116,063,809 40,170,290 75,893,519 2.650 %
kTotal. Add lines 7d and 7j. ..     585,889,725 349,662,414 236,227,311 8.250 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
44,225,251
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
27,016,330
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
742,714,434
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
829,129,679
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-86,415,245
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership%
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?9
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 CHRIST HOSP INCL HOPE CHILDREN'S HOSP
4440 WEST 95TH ST
OAK LAWN,IL60453
X X X X     X    
2 LUTHERAN GEN HOSP INCL LUTH GEN CHI HOSP
1775 DEMPSTER ST
PARK RIDGE,IL60068
X X X X     X    
3 GOOD SAMARITAN HOSPITAL
3815 HIGHLAND AVE
DOWNERS GROVE,IL60515
X X         X    
4 GOOD SHEPHERD HOSPITAL
450 w highway 22
BARRINGTON,IL60453
X X         X    
5 SOUTH SUBURBAN HOSPITAL & ICU
17800 S KEDZIE
HAZEL CREST,IL60429
X X         X    
6 BROMENN MEDICAL CENTER
1304 FRANKLIN AVENUE
NORMAL,IL61761
X X         X    
7 TRINITY HOSPITAL
2320 EAST 93RD ST
CHICAGO,IL60617
X X         X    
8 BETHANY HOSPITAL
3434 WEST VAN BUREN
CHICAGO,IL60624
X                
9 EUREKA HOSPITAL
101 S MAJOR STREET
Eureka,IL61530
X X     X   X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:CHRIST HOSP INCL HOPE CHILDREN'S HOSP
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:LUTHERAN GEN HOSP INCL LUTH GEN CHI HOSP
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:GOOD SAMARITAN HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:GOOD SHEPHERD HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:SOUTH SUBURBAN HOSPITAL & ICU
Line Number of Hospital Facility (from Schedule H, Part V, Section A):5

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:BROMENN MEDICAL CENTER
Line Number of Hospital Facility (from Schedule H, Part V, Section A):6

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:TRINITY HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):7

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:BETHANY HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):8

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:EUREKA HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):9

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?115
Name and address Type of Facility (Describe)
1 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
2 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
3 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
4 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
5 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
6 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
7 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
8 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
9 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
10 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
11 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
12 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
13 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
14 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
15 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
16 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
17 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
18 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
19 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
20 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
21 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
22 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
23 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
24 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
25 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
26 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
27 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
28 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
29 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
30 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
31 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
32 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
33 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
34 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
35 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
36 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
37 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
38 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
39 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
40 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
41 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
42 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
43 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
44 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
45 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
46 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
47 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
48 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
49 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
50 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
51 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
52 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
53 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
54 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
55 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
56 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
57 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
58 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
59 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
60 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
61 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
62 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
63 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
64 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
65 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
66 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
67 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
68 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
69 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
70 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
71 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
72 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
73 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
74 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
75 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
76 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
77 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
78 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
79 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
80 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
81 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
82 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
83 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
84 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
85 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
86 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
87 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
88 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
89 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
90 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
91 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
92 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
93 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
94 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
95 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
96 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
97 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
98 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
99 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
100 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
101 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
102 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
103 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
104 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
105 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
106 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
107 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
108 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
109 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
110 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
111 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
112 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
113 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
114 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
115 ABMG TOWN & COUNTRY
105 S MAJOR ST
EUREKA,IL61530
PATIENT CARE - OUTPATIENT
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Part VI, Line 1 - Description for Part I, Line 3c   N/A Part VI, Line 1 - Description for Part I, Line 6a A system-wide community benefit report is filed by: Advocate Health Care Network 2025 Windsor Drive, Oak Brook, IL 60523 EIN 36-2167779 Part VI, Line 1 - Description for Part I, Line 7 A cost-to-charge ratio, derived from Schedule H Instructions Worksheet 2, Ratio of Patient Care Cost-to-Charges, was used to calculate the amounts reported in the table for Part I, Line 7a. Schedule H Instructions Worksheet 3, Unreimbursed Medicaid and Other Means-Tested Government Programs, was used to calculate the amounts reported in the table for Part I, Line 7b. A cost accounting system was used to determine the amounts reported in the table for Part I, Lines 7e, 7f, 7g, and 7i. Part VI, Line 1 - Description for Part I, Line 7g Advocate owns and operates various physician clinics which provide subsidized health services including the Adult Down Syndrome program, school based health clinics, a Cystic Fibrosis clinic, and addiction treatment services. These clinics serve a wide range of patients without regard to their ability to pay. As these clinics are wholly owned by Advocate the cost of the subsidized health care they provide is included in Part 1, line 7g. The net community benefit included for physician clinic subsidized health services is $891,636. Part VI, Line 1 - Description for Part I, Line 7h Advocate Health and Hospitals Corporation conducts numerous research activities for the advancement of medical and health care services. However, the unreimbursed cost of such research activities is not readily determinable and no amount is being reported for purposes of the 2010 Form 990, Schedule H. Part VI, Line 1 - Description for Part I, Line 7, column (f) $142,139,179 of bad debt expense was included on Form 990, Part IX, line 25, column (A), but was removed from the denominator for purposes of Schedule H, Part I, Line 7, column (f). Part VI, Line 1 - Description for Part II N/A Part VI, Line 1 - Description for Part III, Line 4 The footnotes to Advocate Health Care Network and Subsidiaries' Audited Financial Statements do not specifically address bad debt expense; rather, the footnote describes Advocate's patient accounts receivable policy. Patient accounts receivable are stated at net realizable value. Advocate Health and Hospitals Corporation evaluates the collectability of its accounts receivable based on the length of time the receivable is outstanding, payer class, historical collection experience, and trends in health care insurance programs. Accounts receivable are charged to the allowance for uncollectible accounts when they are deemed uncollectible. The costing methodology used in determining the amounts reported on lines 2 and 3 is based on the ratio of patient care cost to charges. The unreimbursed cost of bad debt was calculated by applying the organization's cost to charge ratio from the Medicare cost reports (CMS 2252-96 Worksheet C, Part 1, PPS Inpatient Ratios) to the organization's bad debt provision per generally accepted accounting principles, less any patient or third party payor payments received. Advocate Health and Hospitals Corporation makes every effort to identify those patients who are eligible for charity care or other financial assistance by strictly adhering to its Charity Care policy. We believe that Advocate has a population of patients who are uninsured or underinsured but who do not complete the charity care assessment. The estimated amount of bad debt expense (at cost) which could be reasonably attributable to patients who would likely qualify for financial assistance under the organization's charity care policy, if sufficient information had been available to make a determination of their eligibility, was based upon self pay patient accounts which had amounts written off to bad debts. Our method was to use the cost to charge ratio multiplied by the amount of bad debt attributable to self pay accounts. This cost was then reduced by any payments posted to these accounts subsequent to year end. We believe this process, although it may understate the charity care, is a reasonable basis for our estimate. As we are only considering self-pay accounts written off to bad debt for this estimate, this estimate does not include the immediate 20% discount to charges which is applied to all self-pay patients. It also does not include account balances or co-pays of non-self pay accounts which are written off to bad debt when the patient has no other financial resources to pay these amounts and the patient does not apply for charity care. Bad debt amounts have been excluded from other community benefit amounts reported throughout Schedule H. Part VI, Line 1 - Description for Part III, Line 8 The shortfall of $86,415,245 on Part III, Line 7 is the unreimbursed cost of providing services for Medicare patients and should be treated as community benefit because providing these services without reimbursement lessens the burdens of government or other charities that would otherwise be needed to serve the community. For Advocate Health and Hospitals Corporation's hospital operations, the unreimbursed cost of Medicare was calculated by applying the organization's cost to charge ratio from the Medicare cost reports (CMS 2252-96 Worksheet C, Part 1, PPS Inpatient Ratios) and for non-hospital operations the cost to charge ratio calculated on worksheet 2 Ratio of Patient Care Cost to Charges to the organization's Medicare, less any patient or third party payor payments and/or contributions received that were designated for the payment of Medicare patient bills. Part VI, Line 1 - Description for Part III, Line 9b Advocate Health and Hospitals Corporation maintains both written Charity Care and Bad Debt/Collection policies. The Bad Debt/Collection policy does not apply to those patients known to qualify for charity care or other financial assistance, therefore such patients are not subject to collection practices. Part VI, Line 2 - Needs Assessment In an effort to help determine what types of programs and services would best fit the needs of the diverse communities Advocate Health and Hospitals Corporation serves, several data sources are examined annually, including inpatient hospitalization trends, prevalence of key risk factors and behaviors associated with the leading causes of death and hospitalization, and mortality rates associated with the highest volume of inpatient hospitalizations. A. Inpatient Hospitalization Trends An examination of inpatient hospitalizations by diagnosis identified the top ten services based on volume across the Advocate System: obstetrics, cardiac medicine, gastroenterology, pulmonary, orthopedics, pediatrics, general surgery, nephrology/urology, neurology, and cardiac surgery. These services represent the highest patient demand across the Advocate System and directly relate to diseases that are among the most prevalent in the country, according to national statistics. These services comprised nearly 85.6 percent of the total six-county metropolitan area discharges from Advocate facilities in 2010. By comparison, the same services comprise the majority of hospitalizations across the metropolitan area with only the order of ranking varying slightly. B. Mortality Rates and Prevalence Next, mortality rates and prevalence were examined. Heart disease and cancer are the top two causes of death among Illinois residents, as well as residents of the six-county metropolitan area. These two disease categories annually account for 61 percent of all deaths in the six-county area. The risk factor prevalence indicators have been shown to directly impact many diseases, including heart disease and cancer. While many of the diseases are a result of controllable behaviors (smoking, poor diet, lack of exercise), others are hereditary and manageable with access to a health care professional and proper treatment. Reducing the risk factors has been shown to be significant in eliminating health disparities, and improving the health status and quality of life. For this reason, Advocate's community screening programs are directed specifically at improving healthy behaviors as well as encouraging prevention, early diagnosis and treatment of leading health problems, such as stroke, heart disease, colon and lung cancers, and diabetes.
Part VI, Line 3 - Patient Education of Eligibility for Assistance   Advocate Health and Hospitals Corporation assists patients with enrollment in government-supported programs for which they are eligible and in securing reimbursement from available third party resources. Financial counseling is provided to help patients identify and obtain payment from third parties, including Illinois Medicaid, Illinois Crime Victims Fund, etc., as well as to determine eligibility under Advocate Health and Hospitals Corporation's Hospital Charity Care policy. Advocate utilizes a financial screening software program to help identify public assistance programs for which the patient may be eligible or Advocate's charity care at the time of registration or as soon as practicable thereafter. In addition, HealthAdvisor, Advocate's education registration and physician referral telephone center, serves as a community resource providing referrals to government-funded and other programs via telephone from 8 a.m. to 6 p.m., Monday through Friday. Advocate Health and Hospitals Corporation assists patients with applying for Advocate's own financial assistance/charity care services, if patients are not eligible for government-supported programs. Advocate Health and Hospitals Corporation communicates the availability of charity care in the applicable languages of the hospital community. Means of communication include: 1. The health care consent that is signed upon registration for hospital services includes a statement that financial counseling, including charity care consideration, is available upon request. 2. Signs are clearly and conspicuously posted in locations that are visible to the public, including, but not limited to hospital patient access, registration, emergency department, cashier, and business office locations. 3. Brochures are placed in hospital patient access, registration, emergency department, cashier, and business office locations, and will include guidance on how a patient may apply for Medicare, Medicaid, All Kids, Family Care etc., and the hospital's charity care program. A hospital contact and telephone number for financial assistance is included. 4. A handout summarizing Advocate's charity care policy and charity care application is given to uninsured patients who receive medically necessary hospital services at the earliest practical time of service. 5. Advocate's Website posts notice in a prominent place that financial assistance is available, with an explanation of the charity care application process, and enable printing of the charity care application. 6. Hospital bills to uninsured patients include a request that the patient inform the hospital of any available health insurance coverage, and include a summary of Advocate's charity care policy, a charity care application, and a telephone number to request financial assistance. Part VI, Line 4 - Community Information Advocate Health and Hospitals Corporation's primary service area covers the six-county, Chicago metropolitan area. These counties include Cook, DuPage, Kane, Lake, McHenry, and Will. The population in Advocate's service area is described by the following demographic characteristics: total population, population by group, race/ethnic distribution and key socio-economic indicators. The 65+ age group is expected to have the largest increase in population (14.3%) from 2010 to 2015, followed by the 45-64 age group (5.1%). The 18-44 age group is expected to decline (3.2%), while the population aged 0-17 is expected to decrease slightly (0.1%). While these are trends across the overall metro area, the trends vary in great degree by county. A wide range of diversity exists among the communities served by each of our hospitals. The following table displays the racial/ethnic distribution of the population of the metro area. Asians and Hispanics are projected to continue to be the two fastest growing race/ethnic groups from 2010 to 2015 (12.7% and 11.4% growth expected, respectively). 2010 Race/Ethnic Population Distribution County Asian African-American Hispanic Caucasian Other Cook 5.7% 24.8% 23.6% 43.8% 2.1% DuPage 9.8% 4.6% 13.0% 70.7% 1.9% Kane 3.1% 5.0% 29.1% 61.2% 1.6% Lake 5.9% 6.3% 20.3% 65.6% 1.9% McHenry 2.7% 1.2% 11.8% 83.2% 1.2% Will 4.0% 10.7% 15.6% 67.9% 1.8% Six-County 5.8% 17.7% 21.4% 53.2% 1.9% Source: Claritas, Thomson Reuters\ The socio-economic status of the Chicago area also varies by county (see following table). In Cook County, nearly 2 percent of the households have a household income under the federal poverty level with annual incomes below the $25,000 threshold. In the collar counties, eight to twelve percent of the households are subsisting on less than $25,000 a year. Overall, the number of people (as well as the percent of total population) on Medicaid and uninsured has increased across the metropolitan area from 2007 to 2010. In households that are struggling economically, access to health care can be limited either because of a lack of services available within the market or because an individual's financial challenges deter that person from seeking care. Lack of preventive care or care for chronic illnesses brings more acutely ill patients to the hospital. Socio-Economic Indicators 2010 County %Total Households w/income % Pop. Medicaid Pop. Uninsured <$20K/year Recipients Cook 21.7% 22.3% 17.1% DuPage 9.7% 7.8% 5.5% Kane 12.8% 16.5% 8.4% Lake 10.8% 9.8% 7.0% McHenry 8.4% 6.6% 5.2% Will 8.4% 9.6% 7.0% Six-County 17.6% 17.5% 13.0% Source: Claritas, Thomson Reuters Advocate Health and Hospitals Corporation provides quality medical health care to various communities in the Chicagoland area regardless of race, creed, national origin, age or ability to pay. Advocate annually serves over 4.3 million people. In 2010, Advocate experienced 170,847 inpatient admissions, 4,100,863 outpatient visits and 20,009 deliveries
Part VI, Line 5 - Promotion of Community Health   In addition to serving individuals in the acute care setting in 2010, AHHC provided community outreach to thousands of people through health fairs, wellness programs and other outreach services designed and delivered to promote the health of the communities it serves. Promote initiatives that enhance access to health care for the uninsured and underinsured. - Advocate is one of the largest providers of health care services to Medicaid and Medicare patients in Chicago and the surrounding suburbs. - In partnership with the DuPage County Health Department, Advocate Good Samaritan Hospital provides underprivileged women access to breast and pelvic exams, pap smears, routine and diagnostic mammograms, and biopsies/surgery when indicated. In 2010, 746 services were administered through the hospital's support. - Advocate has a partnership with a Federally Qualified Health Center through Advocate South Suburban Hospital to improve access to primary care services for uninsured and underinsured individuals in those areas. In addition, Advocate Good Shepherd Hospital has partnered with the Family Health Partnership Clinic in Woodstock, Illinois - a free clinic. Working with other area hospitals, Advocate Good Samaritan Hospital supports and provides services to sustain the Access DuPage organization - a community collaboration that provides low-cost primary medical care services to 10,000 uninsured residents of DuPage County each year. In 2010, Advocate provided 21.6% of the total overall funding provided by the county's hospitals. Advocate Christ Medical Center has a partnership with the Access to Care organization and provides diagnostic radiology services, such as mammograms. Advocate Good Shepherd Hospital has partnered with the Lake County Health Department to provide free diagnostic services, such as colonoscopies, radiology exams, MRIs, CT scans and biopsies to the uninsured and underserved residents of Lake County. Positively impact the health status and quality of life of individuals living in the communities served by AHHC in a manner consistent with its mission. - In 2006, Advocate established the Advocate Bethany Community Health Fund to support local not-for-profit organizations as they build, promote and sustain healthy communities on the West Side of Chicago. In 2010, the Fund awarded more than $800,000 in continuation grants to 38 West Side organizations aimed at strengthening these organizations. This support represents Advocate's belief that transformational philanthropy involves not only funding successful programs, but also providing opportunities for organizations to develop their overall capacity. To that end, the Fund Board also partnered with Goodcity - a West Side community organization - to implement the Bethany Fund Capacity Building Initiative. Through this pilot program, an additional $50,000 was awarded to provide intensive and individualized capacity-building services to select grantees over a one-year period. Grantees received one-on-one coaching in areas such as board development, grant writing and other fundraising, strategic planning, budgeting and marketing. Since the Board's installation in 2007, it has awarded more than $3 million to organizations that promote health and wellness and address health disparities for community residents. - Although many of the region's programs have disappeared due to lack of funding, in line with its mission, Advocate Medical Group's Autism Treatment Program continues to serve 150 children with autism at home, at the center, in groups, or in individual therapies. The bilingual program, offered in both English and Spanish, evaluates and provides a diagnosis for 32 children a month, about half of whom are from low income families. A key strength of the program is involving children in socialization groups at the earliest age possible, which results in their being more active in school and with others outside of the treatment setting. To that end, the center has implemented the Busy Bees program providing state-of-the-art intensive intervention for children between 2 and 3 years of age based on the most cutting-edge literature available regarding early intervention. - When Maine Township District 207 was faced with more than 30 percent of its Maine East High School students not meeting state-mandated physical and immunization requirements due to their families not having any or having inadequate medical insurance, the district established a school-based health center to provide medical services to these students. The school district then collaborated with Advocate Medical Group and Advocate Lutheran General Hospital to provide these uninsured/underinsured students with access to vital health care services. The center provides free or low cost services, including physicals, immunizations, emergent care, behavioral health treatment, nutritional counseling and educational programs. The center's medical director and staff have had more than 15,000 student contacts since the facility's inception in March 2003. - In 2010, Advocate Good Samaritan Hospital reached out to second through ninth grade children and their families who were referred by their physicians to address health issues or concerns. During the 10-week program, 61% of the participants exhibited improvement in self-esteem, 77% of the participants reported improvement in their nutritional habits, and 98% of the participants showed improvement in their physical fitness. Through an arrangement with Advocate Good Samaritan Health and Wellness Center, all of the parents were invited to attend multiple free educational lectures on living a healthier lifestyle. - The Advocate Childhood Trauma Treatment Program (CTTP) offers hope and healing to children who have experienced maltreatment, psychological trauma and sexual abuse. Clinicians work with a child's entire support network - parents, the school and more - to help foster a safe environment for the child. CTTP is one of just a handful of programs in the state that specializes in mental health for children. In 2010, CTTP served 380 children and adolescents. In addition, the program has partnered with "Darkness to Light", a nationally recognized Sexual Abuse Prevention Program. As a result of this partnership, the CTTP has launched a major adult education program called "Stewards of Children/7 Steps to Protect a Child". The education program has educated 600 adults at schools, churches, law enforcement agencies, child welfare agencies and civic organizations. - The Level III (state's highest level) Neonatal Intensive Care Unit (NICU) at Advocate Lutheran General Children's Hospital cared for 651 NICU infants in 2010, 104 of which were transferred from other hospitals. The hospital's comprehensive Neonatal Development Follow-up Program brings together a team of specialists to monitor infants' progress after they leave the NICU. Advocate Christ Medical Center and Advocate Good Samaritan Hospital also have Level III NICUs. - Advocate Good Shepherd Hospital expanded its partnership from two to four local school districts in 2010 to help establish fitness programs for youth to combat the escalating obesity dilemma. To date, the program includes 1,560 children. Partnering schools have made significant improvements to their environment to encourage healthy behaviors among students. In addition, the Barrington school district provides education to Hispanic families. There are an additional eight schools on the horizon as well. - Motor vehicle crashes are the leading cause of death for youths under the age of 20. Operation Click is a seat belt compliance program which has been sponsored by Advocate Good Shepherd Hospital since its inception in 1998. The program began in three high schools in District 155 (Crystal Lake and Cary Grove) and it has proven to increase compliance rates for seat belt usage. Operation Click has expanded to 31 schools in the 2010 - 2011 school year with 3,931 students signing commitment forms to wear and have their passengers wear seat belts, and the program is expected to continue expanding in 2011. Build strong relationships with the faith community, elected officials, and community organizations to enhance community outreach efforts. - The Advocate Lutheran General Hospital's Adult Down Syndrome Clinic was established in the early 1990's through a partnership between the hospital and the National Association for Down Syndrome (NADS), and it is the largest center of its kind in the world. The Clinic provides crucial psychosocial and medical services to individuals with Down syndrome living in all areas of Illinois and across the Midwest. Many in this unique population are on public assistance and, in most instances, there are few sources of reimbursement for these much-needed services. The Clinic's multidisciplinary approach to comprehensive medical care, with a strong emphasis on preventive medicine, provides practical approaches to health education and
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number
36-2169147
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ACCESS COMMUNITY HEALTH NETWORK222 N CANAL STREET
SUITE M
CHICAGO,IL60606
36-3317058 501 c 3 28,882       SUPPORT TREATMENT PROGRAM
(2) ACCESS DUPAGEDUPAGE HEALTH COALITION511 THORNEHILL DRIVE
SUITE M
CAROL STREAM,IL60188
36-4448208 501 c 3 690,068       SUPPORT EXEMPT MISSION
(3) ADVOCATE CHARITABLE FOUNDATION2025 WINDSOR DRIVE
OAK BROOK,IL60523
36-3297360 501 c 3 8,000,000       CAPITAL CONTRIBUTION
(4) ADVOCATE HEALTH CARE NETWORK2025 WINDSOR DRIVE
OAK BROOK,IL60523
36-2167779 501 c 3 75,000,000       CAPITAL CONTRIBUTION
(5) ALZHEIMERS ASSOC OF GREATER ILL8430 W BRYN MAWR
SUITE 500
CHICAGO IL,IL60631
36-3102348 501 c 3 5,050       MEMORY WALK
(6) AMERICAN CANCER SOCIETY1114 N ARLINGTON
HEIGHTS ROAD
ARLINGTON HEIGHTS,IL60004
36-2167721 501 c 3 17,500       RELAY FOR LIFE
(7) AMERICAN CANCER SOCIETY17060 OAK PARK AVENUE
TINLEY PARK,IL60477
36-2167721 501 c 3 61,000       RELAY FOR LIFE
(8) AMERICAN CANCER SOCIETY1801 MEYERS RD SUITE 100
OAKBROOK TERRACE,IL60181
36-2167721 501 c 3 59,800       BLACK AND WHITE BALL/RELAY FOR LIFE
(9) AMERICAN DIABETES ASSOCIATION30 N MICHIGAN AVENUE
SUITE 2015
CHICAGO,IL60602
13-1623888 501 c 3 5,902       TOUR DE CURE
(10) AMERICAN HEART ASSOCIATION208 S LASALLE
SUITE 1500
CHICAGO,IL60604
13-5613797 501 c 3 8,956       GO RED FOR WOMEN
(11) AMERICAN HEART ASSOCIATION460 N LINDBERGH BLVD
ST LOUIS,MO63141
13-5613797 501 c 3 23,500       AHA HEART BALL
(12) AMERICAN LUNG ASSOCIATION55 W WACKER DRIVE
SUITE 800
CHICAGO,IL60601
20-4392201 501 c 3 12,150       SUPPORT 2010 LUNG WALK/FIGHT FOR AIR CLUB
(13) ASSOC OF PAKISTANI PHYSICIANS6414 S CASS AVE
WESTMONT,IL60559
36-0291079 501 c 3 10,000       FLOOD RELIEF
(14) BARRINGTON AREA COUNCIL6000 GARLANDS LANE
SUITE 100
BARRINGTON,IL60010
36-3337705 501 c 3 9,860       SUPPORT OF EXEMPT MISSION
(15) BETHANY CHRISTIAN SERV OF ILL6660 W COLLEGE DR
SUITE 207
PALOS HEIGHTS,IL60463
36-0030230 501 c 3 25,000       SAFE POLICES
(16) CEAL55 E MONROE SUITE 1930
CHICAGO,IL60603
13-2890752 501 c 3 10,000       WORKFORCE CHICAGO
(17) COLLEGE OF DUPAGE FOUNDATION425 FAWELL BLVD SRC2073
GLEN ELLYN,IL60137
23-7011835 501 c 3 50,000       SUPPORT HEALTHCARE INITATIVE
(18) COMMUNITY HEALTH2611 WEST CHICAGO AVE
CHICAGO,IL60622
36-3831793 501 c 3 29,320       SUPPORT EXEMPT MISSION/HEALTH GALA
(19) COURAGE PROGRAM9711 SOUTH KOLIN AVE
OAK LAWN,IL60453
36-6094703 501 c 3 10,000       FAMILY ASSISTANCE
(20) CRISIS CENTER SO SUBURBIA CORPPO BOX 39
TINLEY PARK,IL60477
36-3039964 501 c 3 9,280       HEART TO HEART EVENT
(21) CURESEARCH NCCF4600 EAST WEST HIGHWAY
SUITE 600
BETHESDA,MA20814
95-4132414 501 c 3 11,000       CURESEARCH WALK
(22) EDUCATION FOUNDATION OF DISTRICT 582001 BUTTERFIELD RD
SUITE 205
DOWNERS GROVE,IL60515
30-0101074 501 c 3 10,000       SUPPORT EXEMPT MISSION
(23) FAMILY SHELTER SERVICES605 E ROOSEVELT RD
WHEATON,IL60187
36-2883552 501 c 3 16,666       BUILDING SAFE CONNECTIONS
(24) FOX VALLEY HOSPICE INC200 WHITFIELD DR
GENEVA,IL60134
36-3111451 501 c 3 7,500       MEDICAL SUPPLIES & EQUIPMENT
(25) HEALTH CARE WITHOUT HARM12355 SUNRISE VALLEY
SUITE 680
RENTON,VA20191
52-2358837 501 c 3 64,875       HEALTHIER HOSPITAL INITATIVE
(26) ILLINOIS CHAPTER ACADEMY PEDIATRICS1400 W HUBBARD
SUITE 100
CHICAGO,IL60642
51-0183494 501 c 3 238,864       SUPPORT EXEMPT MISSION
(27) ILLINOIS HOSP RESEARCH EDUCATION FND11 S WHITE ST
LIBERTYVILLE,IL60566
36-2352486 501 c 3 1,462,782       SUPPORT ILLINOIS HOSPITALS
(28) ILLINOIS PUBLIC HEALTH INSTITUTE954 W WASHINGTON BLVD
SUITE 405 MB 10
CHICAGO,IL60607
26-2757523 501 c 3 19,780       PREVENT OBESITY ACTION SUMMIT
(29) ILLINOIS STATE UNIVERSITYCAMPUS BOX 5810
NORMAL,IL61790
37-6014070 501 c 3 31,114       BROMENN ENDOWED PROFESSOR
(30) ILLINOIS SYMPHONY ORCHESTRA524 1/2 EAST CAPITAL AVE
SPRINGFIELD,IL62701
37-1312674 501 c 3 5,830       POPS IN THE PARK
(31) INSITUTO DEL PROGRESO LATINO2570 S BLUE ISLAND AVE
CHICAGO,IL60608
36-2937375 501 c 3 10,000       SUPPORT EXEMPT MISSION
(32) KOHL CHILDRENS MUSEUM2100 PATRIOT BLVD
GLENVIEW,IL60026
36-3706878 501 c 3 103,750       SUPPORT OF EXHIBIT
(33) LINCOLN FOUNDATION FOR EXCELLANCE1415 W DIEHL RD MS 514
NAPERVILLE,IL60563
36-3952696 501 c 3 28,750       SUPPORT EXEMPT MISSION
(34) LUTHERAN SOCIAL SERVICES ILLINOIS1001 E TOUHY AVE
SUITE 50
DES PLAINES,IL60018
36-2584799 501 c 3 12,090       SUPPORT EXEMPT MISSION
(35) MARCH OF DIMES111 W JACKSON BLVD
SUITE 2200
CHICAGO,IL60604
13-1846366 501 c 3 10,000       MARCH FOR BABIES
(36) MCHC SERVICE CORP222 S REVERSIDE PLAZA
SUITE 1900
CHICAGO,IL60606
36-3404171 501 c 3 216,473       HEALTH INFORMATION EXCHANGE
(37) MIDWEST HEART FOUNDATION1901 S MEYERS RD
SUITE 350
OAKBROOK TERRACE,IL60181
36-3602197 501 c 3 70,780       SUPPORT EXEMPT MISSION/CARDIAC SCREENINGS
(38) MIDWEST HEART FOUNDATION1919 S HIGHLAND AVE
SUITE 201
LOMBARD,IL60148
36-3602197 501 c 3 30,000       CARDIAC SCREENINGS
(39) MOORINGS HEALTH CENTER3200 GRANT SREET
BUILDING B SUITE 201
EVANSTON,IL60201
36-2167832 501 c 3 82,733       SUPPORT EXEMPT MISSION
(40) MOSQUE FOUNDATION7360 95TH ST
BRIDGEVIEW,IL60455
36-2693172 501 c 3 10,000       FOOD PANTRY COSTS
(41) OPERATION BLESSING OF SW CHICAGO4330 MIDLOTHIAN TURNPIKE
CRESTWOOD,IL60445
36-3247132 501 c 3 10,000       FOOD PANTRY COSTS
(42) OUR SAVIORS LUTHERAN CHURCH8607 S NARRAGANSETT AVE
BURBANK,IL60459
36-2523565 501 c 3 10,000       FOOD PANTRY COSTS
(43) PASS PREGNANCY CARE CENTER17214 OAK PARK AVE
TINLEY PARK,IL60477
36-3345840 501 c 3 30,000       FUNDRAISING BANQUET
(44) PILGRAM FAITH UNITED CHURCH9411 SOUTH 51ST AVENUE
OAK LAWN,IL60453
26-2182011 501 c 3 10,000       FOOD PANTRY COSTS
(45) RAINBOW HOSPICE444 N NORTHWEST HWY
SUITE 145
PARK RIDGE,IL60068
36-3296367 501 c 3 6,460       SPONSOR EVENT
(46) RONALD MCDONALD HOUSE CHARITY1900 SPRING RD SUITE 310
OAK BROOK,IL60523
36-3532553 501 c 3 7,938       SUPPORT EXEMPT MISSION
(47) SOUTHSIDE PREGNANCY CENTER5450 W 95TH STREET
OAK LAWN,IL60453
36-3367445 501 c 3 30,000       FUNDRAISING BANQUET
(48) SOUTHWEST CHICAGO PADS3121 W 71ST ST
CHICAGO,IL60629
36-3925529 501 c 3 10,000       FOOD PANTRY COSTS
(49) SPECIAL OLYMPICS CHICAGO800 ROOSEVELT RD
BLDG B SUITE 420
GLEN ELLYN,IL60137
36-2922811 501 c 3 8,250       INSPIRE GREATNESS GALA
(50) SUSAN G KOMEN FOR THE CURE8765 W HIGGINS ROAD
SUITE 401
CHICAGO,IL60631
75-1835298 501 c 3 9,630       SUPPORT RACE FOR THE CURE
(51) TRINITY INTL UNIVERSITY2065 HALF DAY ROAD
DEERFIELD,IL60015
36-2216176 501 c 3 25,000       ETHICS CONFERENCE
(52) TRINITY UNITED CHURCH OF CHRIST400 W 95TH STREET
CHICAGO,IL60628
36-2879287 501 c 3 10,000       FOOD PANTRY COSTS
(53) UNITED WAY OF MCHENRY COUNTY4508 PRIME PARKWAY
MCHENRY,IL60050
36-6147909 501 c 3 10,000       SUPPORT EXEMPT MISSION
(54) WORLD BUSINESS CHICAGO177 N STATE ST
STE 500
CHICAGO,IL60601
36-4313685 501 c 3 25,000       SUPPORT EXEMPT MISSION
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
50
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Form 990, Schedule I PART 1 LINE 1 ADVOCATE HEALTH AND HOSPITALS CORPORATION SUPPORTS ONLY NON PROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT ARE CONSISTENT WITH AND COMPLIMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE HEALTH AND HOSPITALS CORPORATION. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Anthony Armada (i)
(ii)
453,419
0
0
0
107,822
0
262,486
0
25,224
0
848,951
0
 
0
(2) Ben Grigaliunas (i)
(ii)
439,084
0
328,516
0
427,403
0
541,470
0
25,590
0
1,762,063
0
328,516
0
(3) Bruce D Smith (i)
(ii)
393,407
0
267,100
0
312,849
0
431,864
0
30,880
0
1,436,100
0
267,100
0
(4) Caleb Lippman (i)
(ii)
792,747
0
0
0
240
0
29,484
0
21,700
0
844,171
0
 
0
(5) David Fox (i)
(ii)
367,516
0
275,651
0
210,703
0
454,411
0
36,991
0
1,345,272
0
275,651
0
(6) Dominic J Nakis (i)
(ii)
478,656
0
490,823
0
386,525
0
801,607
0
28,955
0
2,186,566
0
490,823
0
(7) Gail D Hasbrouck (i)
(ii)
394,416
0
256,147
0
359,231
0
415,133
0
22,783
0
1,447,710
0
256,147
0
(8) James Dan MD (i)
(ii)
411,164
0
358,210
0
97,002
0
700,855
0
22,341
0
1,589,572
0
358,210
0
(9) James Keller (i)
(ii)
468,652
0
199,130
0
2,120
0
22,684
0
23,447
0
716,033
0
 
0
(10) James H Skogsbergh (i)
(ii)
1,030,507
0
1,106,277
0
860,064
0
1,840,703
0
30,674
0
4,868,225
0
1,106,277
0
(11) James Doheny (i)
(ii)
244,522
0
102,255
0
82,487
0
119,079
0
33,055
0
581,398
0
102,255
0
(12) Jonathan Bruss (i)
(ii)
277,161
0
128,024
0
197,546
0
277,750
0
22,758
0
903,238
0
96,105
0
(13) Jose Elizondo MD (i)
(ii)
0
183,452
0
29,648
0
360
0
20,021
0
14,847
0
248,328
0
0
(14) Karen Lambert (i)
(ii)
318,900
0
210,333
0
196,781
0
375,669
0
30,509
0
1,132,192
0
210,333
0
(15) Kelly Jo Golson (i)
(ii)
297,146
0
84,700
0
46,422
0
210,272
0
4,234
0
642,774
0
 
0
(16) Kenneth Lukhard (i)
(ii)
471,581
0
393,570
0
237,404
0
669,885
0
29,550
0
1,801,990
0
393,570
0
(17) Kenneth Rojek (i)
(ii)
362,435
0
206,785
0
173,335
0
460,995
0
15,306
0
1,218,856
0
156,785
0
(18) Kevin Waldron (i)
(ii)
719,004
0
0
0
240
0
28,676
0
18,050
0
765,970
0
 
0
(19) Lee B Sacks MD (i)
(ii)
576,655
0
490,823
0
454,336
0
801,607
0
24,658
0
2,348,079
0
490,823
0
(20) Lena Dobbs-Johnson (i)
(ii)
280,010
0
122,272
0
172,079
0
853,035
0
22,033
0
1,449,428
0
104,381
0
(21) Manoj Shah (i)
(ii)
669,563
0
48,538
0
5,271
0
22,684
0
19,920
0
765,976
0
 
0
(22) Michael Englehart (i)
(ii)
253,807
0
44,709
0
71,413
0
229,290
0
25,254
0
624,473
0
43,544
0
(23) Rev Jerry Wagenknecht (i)
(ii)
67,892
0
101,120
0
352,063
0
174,448
0
64,434
0
759,957
0
101,120
0
(24) Roger Hunt (i)
(ii)
464,275
0
0
0
663,586
0
62,269
0
28,246
0
1,218,376
0
0
0
(25) Scott Powder (i)
(ii)
243,126
0
157,381
0
109,814
0
255,514
0
20,893
0
786,728
0
157,381
0
(26) William P Santulli (i)
(ii)
642,025
0
642,415
0
461,123
0
1,070,485
0
32,649
0
2,848,697
0
642,415
0
(27) Wilfredo Ramos (i)
(ii)
0
0
57,917
0
69,680
0
13,113
0
15,057
0
155,767
0
126,972
0
(28) Bruce Campbell (i)
(ii)
0
0
210,878
0
455,782
0
148,021
0
14,434
0
829,115
0
652,878
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Supplemental Compensation Information   PART I, LINE 1A HOUSING ALLOWANCE/SOCIAL CLUB DUES/PERSONAL SERVICES REV. JERRY WAGENKNECHT, SENIOR VICE PRESIDENT-MISSION AND SPIRITUAL CARE, RECEIVED AN ANNUAL HOUSING ALLOWANCE OF $50,000 FROM ADVOCATE HEALTH AND HOSPITALS CORPORATION. JAMES SKOGSBERGH, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ADVOCATE HEALTH AND HOSPITALS CORPORATION IS A MEMBER OF SEVERAL LUNCHEON CLUBS WHERE HE CONDUCTS BUSINESS MEETINGS ON BEHALF OF AHHC. JAMES SKOGSBERGH, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ADVOCATE HEALTH AND HOSPITALS CORPORATION, RECEIVES AS PART OF HIS BENEFITS PACKAGE FINANCIAL PLANNING SERVICES. RELOCATION EXPENSES AGREED TO AS PART OF TERMS OF INITIAL EMPLOYMENT ARE ELIGIBLE FOR GROSSED-UP PAYMENTS. ANTHONY ARMADA RECEIVED REIMBURSEMENT FOR RELOCATION. PART I, LINE 4A SEVERANCE PAYMENTS WILFREDO RAMOS, FORMER SENIOR VICE PRESIDENT, COMMUNICATIONS AND GOVERNMENT RELATIONS, TERMINATED HIS EMPLOYMENT WITH AHHC IN 2009 AND RECEIVED SEVERANCE OF $73,405 IN 2010. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). BRUCE CAMPBELL, FORMER PRESIDENT OF ADVOCATE LUTHERAN GENERAL HOSPITAL, TERMINATED HIS EMPLOYMENT WITH AHHC IN 2008 AND RECEIVED SEVERANCE OF $455,782 IN 2010. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). LENA DOBBS-JOHNSON, FORMER PRESIDENT OF ADVOCATE BETHANY HOSPITAL, TERMINATED HER EMPLOYMENT WITH AHHC IN 2010 AND WILL RECEIVE SEVERANCE IN 2011 AND BEYOND WHICH IS INCLUDED IN COLUMN (C). PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN BEN GRIGALIUNAS, SENIOR VICE PRESIDENT-HUMAN RESOURCES, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATED SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. IN 2010 ADVOCATE IMPLEMENTED A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES PARTICIPATE IN THE PLAN: JAMES SKOGSBERGH, BEN GRIGALIUNAS, BRUCE SMITH, DOMINIC NAKIS, GAIL HASBROUCK, JAMES DAN M.D., JAMES DOHENY, KELLY JO GOLSON, LEE SACKS M.D., SCOTT POWDER, WILLIAM SANTULLI, ANTHONY ARMADA, DAVID FOX, JONATHON BRUSS, KAREN LAMBERT, KENNETH LUKHARD, LENA DOBBS-JOHNSON, MICHAEL ENGLEHART AND KENNETH ROJEK. PART I, LINE 7 INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number
36-2169147
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS HEALTH FACILITIES AUTHORITY
 
36-2780046 45200PXH5 10-29-2003 115,000,000 SEE SCHEDULE K, PART V   X   X   X
B ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FAZ2 10-10-2007 348,300,000 SEE SCHEDULE K, PART V   X   X   X
C illinois finance authority
 
86-1091967 45200FK65 01-06-2010 243,746,239 SEE SCHEDULE K, PART V   X   X   X
D illinois finance authority
 
86-1091967 45200fed7 04-23-2008 153,430,000 SEE SCHEDULE K, PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 58,900,000 5,030,000   7,920,000
2 Amount of bonds defeased . . . . 0      
3 Total proceeds of issue . . . . 116,432,024 352,851,959 243,808,568 154,545,580
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . . 0      
7 Issuance costs from proceeds . . . 1,034,454 2,331,125 2,992,121 816,617
8 Credit enhancement from proceeds. 3,418,607 3,418,607    
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 111,807,084 154,520,722 30,669,896  
11 Other spent proceeds . . 192,581,505 192,581,505 127,075,000 152,475,000
12 Other unspent proceeds. . . 31,879,071   31,879,071  
13 Year of substantial completion . . . 2005 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X     X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X     X   X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0.050 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0.050 % 0 % 0 % 0 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X   X     X X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X     X   X
b Name of provider . CitiBank NA
 
CitiBank NA
 
 
 
 
 
c Term of hedge . . 30.5 30.5    
d Was the hedge superintegrated? .   X   X        
e Was a hedge terminated? .   X   X        
4a Were gross proceeds invested in a GIC? .   X X     X   X
b Name of provider . Trinity Plus Funding
 
Trinity Plus Funding
 
 
 
 
 
c Term of GIC . . 2.1 2.1    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X          
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SEE SCHEDULE O    
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 120,229 PROPERTY RENTAL   No
(2) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 1,362,716 ADMINISTRATIVE SERVICES   No
(3) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 2,997,112 EXPENSE ALLOCATION   No
(4) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 3,813,105 EXPENSE TRANSFER   No
(5) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 7,300,599 MISC SERVICES   No
(6) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 20,662,287 EXPENSE REIMBURSEMENT   No
(7) ADVOCATE HEALTH CENTERS SHARED BOARD MEMBER 437,152 REIMBURSEMENT   No
(8) BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 1,082,324 EXPENSE ALLOCATION   No
(9) BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 880,353 PROPERTY RENTAL   No
(10) BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 655,435 MISC SERVICES   No
(11) BROMENN PHYSICIAN MANAGEMENT CORP SHARED BOARD MEMBER 27,253,772 EXPENSE REIMBURSEMENT   No
(12) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 148,497 MEDICAL SERVICES   No
(13) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 390,064 EXPENSE ALLOCATION   No
(14) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 2,222,208 MISC SERVICES   No
(15) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 2,921,203 EXPENSE REIMBURSEMENT   No
(16) CHICAGO CYBERKNIFE LLC SHARED BOARD MEMBER 1,956,723 EQUIPMENT RENTAL   No
(17) CHICAGO CYBERKNIFE LLC SHARED BOARD MEMBER 502,486 MISC SERVICES   No
(18) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 312,093 ADMINSTRATIVE SERVICES   No
(19) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 2,021,233,415 EXPENSE ALLOCATION   No
(20) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 162,997 PROPERTY RENTAL   No
(21) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 3,350,067 MISC SERVICES   No
(22) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 16,977,252 EXPENSE REIMBURSEMENT   No
(23) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 214,432 HOME HEALTH SERVICES   No
(24) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 435,006 EXPENSE ALLOCATION   No
(25) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 180,386 MISC SERVICES   No
(26) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 1,558,414 EXPENSE REIMBURSEMENT   No
(27) ADVOCATE INSURANCE SPC SHARED BOARD MEMBER 18,172,212 INSURANCE   No
(28) STANDARD FIDELITY ASSURANCE CO LTD SHARED BOARD MEMBER 2,386,347 INSURANCE   No
(29) A2CL LABORATORY SHARED BOARD MEMBER 796,973 LAB SERVICES PAYMENT   No
(30) ADVOCATE HEALTH PARTNERS SHARED BOARD MEMBER 785,478 ACCT MGMT FEE REFUND   No
(31) MIDWEST CENTER FOR DAY SURGERY LLC SHARED BOARD MEMBER 17,001 EXPENSE REIMBURSEMENT   No
(32) MIDWEST CENTER FOR DAY SURGERY LLC SHARED BOARD MEMBER 1,596 CLINICAL ENGINEERING   No
(33) MIDWEST CENTER FOR DAY SURGERY LLC SHARED BOARD MEMBER 53,656 INSURANCE REIMBURSEMENT   No
(34) MIDWEST CENTER FOR DAY SURGERY LLC SHARED BOARD MEMBER 2,062 RADIOLOGY FEES   No
(35) MIDWEST CENTER FOR DAY SURGERY LLC SHARED BOARD MEMBER 49,093 MISC SERVICES FEES   No
(36) MIDWEST SURGICAL MANAGEMENT GROUP SHARED BOARD MEMBER 295 LEGAL FEES   No
(37) MIDWEST SURGICAL MANAGEMENT GROUP SHARED BOARD MEMBER 6,724 CREDENTIALING SERVICES   No
(38) NAPERVILLE SURGICAL CENTRE LLC SHARED BOARD MEMBER 1,380 CLINICAL ENGINEERING   No
(39) NAPERVILLE SURGICAL CENTRE LLC SHARED BOARD MEMBER 46,984 INSURANCE REIMBURSEMENT   No
(40) NAPERVILLE SURGICAL CENTRE LLC SHARED BOARD MEMBER 13,985 RADIOLOGY FEES   No
(41) TINLEY WOODS SURGERY CENTER SHARED BOARD MEMBER 31,713 REAL ESTATE TAXES   No
(42) TINLEY WOODS SURGERY CENTER SHARED BOARD MEMBER 85,890 INSURANCE REIMBURSEMENT   No
(43) TINLEY WOODS SURGERY CENTER SHARED BOARD MEMBER 6,154 CLINICAL ENGINEERING   No
(44) RULESTER LLC SHARED BOARD MEMBER 103,500 MEDICAL CONSULTING SERVICES   No
(45) SUBURBAN EMERGENCY PHYSICIANS GROUP DIRECTOR OWNED>5% PARTNER 207,957 EMERGENCY SERVICES   No
(46) KRISTINE ARIAS FAMILY MEMBER-JOHN TIMMER 62,811 EMPLOYMENT   No
(47) RAFAEL ARIAS FAMILY MEMBER-JOHN TIMMER 96,427 EMPLOYMENT   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Identifier Return Reference Explanation
FORM 990 PART III LINE 4A   Providing Inpatient and Outpatient healthcare services to the community regardless of the patients' ability to pay. Included in this program service are the provision of charity care and trauma care. As part of its community benefits strategy and its mission, Advocate is committed to promoting initiatives that enhance access to health care for the uninsured and underinsured. An example of this is Advocate's provision of charity care. Advocate offers a very generous charity care program - requiring no payments from the patients most in need, and providing discounts to uninsured patients earning up to six times the federal poverty level and to insured patients earning up to four times the poverty level. Although Advocate's Charity Care Policy is very generous, Advocate continues to review and refine its policy in an ongoing effort to ensure that financial assistance is available to those who need help when they need it. Advocate hospitals maintain highly visible signage and brochures in multiple languages to inform patients of the availability of financial help and financial counselors. Information about Advocate's charity care program and charity applications is provided to all uninsured patients during registration and as an insert in all uninsured patients' bills. Additionally, Advocate is one of the largest providers of health care services to Medicaid and Medicare patients in Chicago and the surrounding suburbs. In the area of Trauma Care - Advocate Health Care is dedicated to providing expert emergency care - today and in the future. Advocate's Level I Trauma Centers care for the most seriously injured people in Chicagoland. Advocate's trauma centers comprise 25% of Illinois' trauma centers having this highest designation level. As is the case with all Illinois Level I Trauma Centers, Advocates 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. FORM 990 PART III LINE 4B 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 focus on addressing the most significant issues impacting public health in its service area. Through this focused approach, they also concentrate on providing programs and services that target the unique needs for health care access of uninsured, underinsured, underserved and special needs individuals living in Chicagoland communities. At the Adult Down Syndrome Clinic on the Advocate Lutheran General Hospital campus, for example, Advocate physicians provide crucial psychosocial and medical services to individuals with Down syndrome living in Illinois and the Midwest. Many individuals in this unique population receive public assistance and, in most instances, there are few sources of reimbursement for these much needed services. A community partnership with the Main East High School Health Center places Advocate physicians at the school to provide uninsured and underinsured students with free or low-cost physicals, immunizations, behavioral health treatment, nutritional education and counseling. These services help the students meet state-mandated physical and immunization requirements. In addition to the examples provided above, Advocate physicians also provide year round health education, lectures and screenings at community health events throughout the metropolitan Chicago area.
FORM 990 PART III LINE 4 C   Graduate Medical Education. Advocate is committed to training health care providers in a broad range of specialties. Each year, more than 2,000 medical students complete rotations and 600 residents and fellows receive hands-on training at Advocate's teaching hospitals - Advocate BroMenn Medical Center, Advocate Christ Medical Center and Advocate Lutheran General Hospital. Not included in the above expense and revenue amounts, but important to the organizations role in training health care professionals are nursing residency programs at Advocate Good Samaritan Hospital, as well as programs which train students in respiratory care, radiologic technology, physical therapy and other disciplines at Advocate sites of care.
FORM 990 PART III 4 D Other program services Description of Advocate Health Care Advocate Health Care is one of the nation's leading health care delivery networks and is the second largest private-sector employer in the Chicago area. As part of a network with over 250 sites of care, its more than 30,000 associates provide care at ten acute care hospitals and two full-service children's hospitals totaling 3,256 licensed beds--in 2010. Advocate provides expert emergency care to the Chicago area's seriously injured people through its five Level I Trauma Centers which comprise the largest emergency and Level 1 Trauma network in Illinois. The organization is also recognized as having one of the largest home health companies in the state. Of the 6,000 physicians affiliated with Advocate, more than 3,800 belong to Advocate Physician Partners, the system's care management and managed contracting organization and 900 belong to system's affiliated medical groups. Advocate is also committed to training future health care providers in its professional medical education program developed and sustained through an affiliation with the University of Illinois at Chicago Health Sciences Center. Incorporated as Advocate Health Care in January 1995, the system has a long tradition of health care dating back more than 100 years to hospitals founded by predecessor churches of the Evangelical Lutheran Church in America and the United Church of Christ. Advocate's common mission, values, and philosophy (MVP) was developed from the similar mission-oriented histories of both organizations. The Mission of Advocate Health Care is to serve the health needs of individuals, families and communities through a wholistic philosophy rooted in our fundamental understanding of human beings as created in the image of God. The Values of Advocate serve as an internal compass to guide relationships and actions. They include equality, compassion, excellence, partnership' and stewardship. The Philosophy of Advocate is grounded in the principles of human ecology, faith, and community-based health care. These principles arise from an understanding of human beings as whole persons in light of their relationships with God, themselves, their families and society in which they live. Through our actions we affirm these principles. Population Served Advocate Health Care provides quality medical health care to various communities in the Chicagoland area regardless of race, creed, national origin, age or ability to pay. Advocate Health Care annually serves over 4.3 million people. In 2010, Advocate experienced 170,847 inpatient admissions, 4,100,863 outpatient visits and 20,009 deliveries. Advocate Home Health Services had 18,445 admissions and Advocate Hospice reported 93,140 adult patient days. Commitment to the Community In 1997, based on recommendations of the Community Benefits Task Force of the Advocate Health Care Board of Directors, Advocate reaffirmed its commitment to a community benefit program comprised of charity care; cost of unreimbursed care to Medicaid recipients, unreimbursed costs of services and programs addressing community health, wellness and service needs; and donations. That definition was later expanded to include other services, such as language assistance and volunteer services for example, in compliance with the Illinois Community Benefits Act passed by the Illinois State Legislature in 2003. Even in the face of low reimbursements, Advocate is dedicated to maintaining a strong presence within its communities and continues to monitor these expenditures to make certain that the programs and services supported are in direct response to their needs. In 2010, Advocate reported over $473.8 million in charitable care and services. These services are comprised of many community health programs focused on improving access to care, addressing special needs and improving overall community health.
FORM 990 PART III 4 D (CONTD)   Community Benefits Plan, Goals and Examples of Program Service Accomplishments Advocate's Community Benefits Plan was developed to establish strategies for improving access to care and to positively affect the health of the communities that it serves. The Plan sets the course for strengthening existing partnerships and building new ones with individuals and organizations within Advocate's primary service areas in order to leverage and maximize the impact of its programs. In developing its plan, Advocate set four goals and corresponding objectives to accomplish this strategy. Although each goal is supported by multiple programs/projects throughout the Advocate system, only two program examples have been selected as examples of Advocate's working towards each goal. The four goals and corresponding examples are provided below. Goal # 1-Promote initiatives that enhance access to health care for the uninsured and underinsured. Charity Care-Advocate offers a very generous charity care program-requiring no payments from the patients most in need, and providing discounts to uninsured patients earning up to six times the federal poverty level and to insured patients up to four times the poverty level. Advocate is also one of the largest providers of health care services to Medicaid and Medicare patients in Chicago and the surrounding suburbs. Federally Qualified Health Centers (FQHC)-Advocate has a partnership with a Federally Qualified Health Center through Advocate South Suburban Hospital to improve access to primary care services for uninsured and underinsured individuals in those areas. In addition, Advocate Good Shepherd Hospital has partnered with the Family Health Partnership Clinic in Woodstock - a free clinic. Working with other area hospitals, Advocate Good Samaritan Hospital supports and provides services to sustain the Access DuPage organization - a community collaboration designed to provide low-cost primary medical care services to the low-income, medically-uninsured residents of DuPage County. Advocate Christ Medical Center has a partnership with the Access to Care organization and provides diagnostic radiology services, such as mammograms. Advocate Good Shepherd Hospital has partnered with the Lake County Health Department to provide free diagnostic services, such as colonoscopies, radiology exams, MRIs, CT scans and biopsies to the uninsured and underserved residents of Lake County. Advocate BroMenn Medical Center provides a Family Health Clinic, which ensures access and subsidized care to underinsured families, regardless of their ability to pay. Goal #2-Positively impact the health status and quality of life of individuals living in the communities served by Advocate Health Care in a manner consistent with its mission. School-Based Health Center- When Maine Township District 207 was faced with more than 30 percent of its Maine East High School students not meeting state-mandated physical and immunization requirements due to their families not having any or having inadequate medical insurance, the district established a school-based health center to provide medical services to these students. The school district then collaborated with Advocate Medical Group and Advocate Lutheran General Hospital to provide these uninsured/underinsured students with access to vital health care services. The center provides free or low cost services, including physicals, immunizations, emergent care, behavioral health treatment, nutritional counseling and educational programs. The center's medical director and staff have had more than 15,000 student contacts since the facility's inception in March 2003. Wauconda Obesity Project- Advocate Good Shepherd Hospital expanded its partnership from two to four local school districts in 2010 to help establish fitness programs for youth to combat the escalating obesity dilemma. To date, the program includes 1,560 kids. Partnering schools have made significant improvements to their environment to encourage healthy behaviors among students. In addition, the Barrington school district provides education to Hispanic families. There are an additional eight schools on the horizon as well. Operation Click - Motor vehicle crashes are the leading cause of death for youths under the age of 20. Operation Click is a seat belt compliance program which has been sponsored by Advocate Good Shepherd Hospital since its inception in 1998. The program began in three high schools in District 155 (Crystal Lake and Cary Grove) and it has proven to increase compliance rate for seatbelt usage. Operation Click has expanded to 31 schools in the 2010-2011 school year with 3,931 students signing commitment forms to wear and have their passengers wear seat belts, and the program is expected to continue expanding in 2011.
FORM 990, PART III 4 D(CONTD)   Goal #3-Build strong relationships with the faith community, elected officials and community organizations to enhance community outreach efforts. In 2006, Advocate established the Advocate Bethany Community Health Fund to support local not-for-profit organizations as they build, promote and sustain healthy communities on the West Side of Chicago. In 2010, the Fund awarded more than $800,000 in continuation grants to 38 West Side organizations aimed at strengthening these organizations. This support represents Advocate's belief that transformational philanthropy involves not only funding successful programs, but also providing opportunities for organizations to develop their overall capacity. To that end, the Fund Board also partnered with Goodcity - a West Side community organization - to implement the Bethany Fund Capacity Building Initiative. Through this pilot program, an additional $50,000 was awarded to provide intensive and individualized capacity-building services to select grantees over a one-year period. Grantees received one-on-one coaching in areas such as board development, grant writing and other fundraising, strategic planning, budgeting and marketing. Since the Board's installation in 2007, it has awarded more than $3 million to organizations that promote health and wellness and address health disparities for community residents. Advocate Lutheran General's Adult Down Syndrome Center--Established in the early 1990's through a partnership between the hospital and the National Association for Down Syndrome (NADS), Advocate Lutheran General Hospital's Adult Down Syndrome Center is the largest center of its kind in the world. The Center provides crucial psychosocial and medical services to individuals with Down syndrome living in all areas of Illinois and across the Midwest. Many in this unique population are on public assistance and, in most instances, there are few sources of reimbursement for these much-needed services. 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. To date, the clinic's multidisciplinary team has served the health and psychosocial needs of over 5,000 adolescents and adults with Down syndrome. Goal #4-Promote a system-wide collaborative approach to community benefits, building on existing resources and maximizing Advocate's ability to continue programs to fulfill its mission. Healthy Steps- Through its Healthy Steps program, Advocate touched nearly 6,000 young children in 2010 through early childhood programs within pediatric/family practice residencies at Advocate Illinois Masonic Medical Center, Advocate Lutheran General and Advocate Hope Children's Hospitals. This system-wide program uses a national model to engage parents as partners with physicians in their children's health. Healthy Steps specialists help bridge the two groups by preparing parents to take an active role in, and physicians to assess and meet more effectively, a range of child development needs. In addition, Healthy Steps is implementing, in collaboration with the Illinois Chapter of the American Academy of Pediatrics, an initiative to train primary care providers across the state to use validated tools for developmental and family risk factor screening (such as post partum depression) and how to refer for follow-up care. During 2010, Advocate trained 709 primary care staff across the state including 303 primary care providers who provide care to 98,200 children between birth and age three in Illinois. Mission and Spiritual Care-Advocate Health Care's Office for Mission and Spiritual Care provides clinical chaplains and ethicists who offer support and services to the individuals and families that Advocate serves. The Office also develops partnerships with communities and congregations to help address local health care needs. An example of this is Advocate's support/co-sponsorship of 17 Advocate parish nurses serving 20 congregations and 12 network nurses serving 11 congregations who provide health education, wellness promotion, health screenings, advocacy and spiritual support to faith communities in Advocate's city and suburban hospital service areas. FORM 990, PART VI, LINE 2 As Dr. James Dan, Gail Hasbrouck, James Doheny, and Dominic Nakis are either directors or officers of wholly owned Advocate entities, they are deemed to have a business relationship pursuant to the instructions for Form 990. As Dr. James Dan, Gail Hasbrouck, James Doheny, and Scott Powder are either directors or officers of wholly owned Advocate entities, they are deemed to have a business relationship pursuant to the instructions for Form 990. As Dr. James Dan, Gail Hasbrouck, James Doheny, Scott Powder, and Karen Lambert are either directors or officers of wholly owned Advocate entities, they are deemed to have a business relationship pursuant to the instructions for Form 990. As Dr. James Dan and Dr. Lee Sacks have a business relationship, are either directors or officers of wholly owned Advocate entities, they are deemed to have a business relationship pursuant to the instructions for Form 990. As Dr. James Dan, Gail Hasbrouck, James Doheny, Scott Powder, and William Santulli are either directors or officers of wholly owned Advocate entities, they are deemed to have a business relationship pursuant to the instructions for Form 990.
Description of Classes of Members or Stockholders Form 990, Part VI, Question 6 Bylaws provide for corporate members. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a Directors of the Board are Corporate Members of Advocate Health and Hospital Board, which elects the Board of Directors. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Question 7b There are reserve powers indentified in the bylaws that require the approval of the Corporate Members. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11B The Forms were reviewed by members of the Audit committee. A member of accounting management and the Ernst and Young tax principal coordinated the review. The finalized Form 990s were posted for the Board of Directors to review prior to filing. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c The Vice President and Chief Compliance Officer sends the corporation's Code of Business Conduct and Conflict of Interest Policy to its interested persons, including members of Advocate's Board of Directors or Governing Councils, officers, associates, volunteers, and medical staff members. All parties are required to read and provide a disclosure statement to the Vice President and Chief Compliance Officer who summarizes the disclosures to the Executive Management and Audit Committee for review. The summaries are then provided to the Chief Executive.
Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a & 15b Executive compensation at Advocate Health and Hospital Corporation is based on a Board of Directors' approved strategy that guides the corporation in establishing compensation opportunities for executives, managers, professionals and all employees. In this strategy, specific market comparisons are identified and the desired levels of competitiveness in those markets specified. In addition, the linkage of executive pay to performance is articulated and how this relationship is to be maintained is outlined. To support and implement the compensation strategy, five basic elements are utilized. These elements are: -A solid, reliable and tested job evaluation methodology. -Accurate, quality and relevant compensation survey information. -A consistent annual process for updating the compensation levels. -An active Board review process including review by a compensation committee that assures compliance with the compensation strategy and on-going review of the performance of the organization, and -Active, external review and auditing of compensation by external independent consultants
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 The organization makes its financial statements available to the public through the following web sites: dacbond.com (Digital Assurance Certification LLC) emma.msrb.org (Electronic Municipal Market Access). The Organization does not make its governing documents or conflicts interest policy available to the public.
OFFICER IS EMPLOYEE OF RELATED CORPORATION FORM 990, PART VII, SECTION A, LINE 1A Jose Elizondo, MD is an employee of Advocate North Side Health Network and is a director of Advocate Health & Hospitals Corporation. He generally works 40 hours per week. Approximately 4 hours of his regular work week are spent providing services to related organizations.
Other changes in net assets or fund balances FORM 990, PART XI, LINE 5 NET UNREALIZED GAIN ON INVESTMENTS $138,095,998 Intercompany Allocations $133,715 FASB 158 ADJUSTMENTS $26,234,449 LIQUIDATION OF AFFILIATED COMPANY $2,386,347 RESTRICTED FUNDS ACQUIRED $240,233 FMV OF NET ASSETS ACQUIRED $217,346,840 OTHER (10)
SCHEDULE K - SUPPLEMENTAL INFORMATION SCHEDULE K PART 1 LINE A(F) THE PROCEEDS OF THE ILLINOIS HEALTH FACILITIES AUTHORITY REVENUE BONDS, SERIES 2003A, 2003B AND SERIES 2003C (ADVOCATE HEALTH CARE NETWORK) WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING CERTAIN CAPITAL EXPENDITURES OF THE HEALTH CARE FACILITIES OF THE ORGANIZATION AND ADVOCATE NORTH SIDE HEALTH NETWORK. SCHEDULE K PART I LINE B(F) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2007B-1, SERIES 2007B-2 AND SERIES 2007B-3 (ADVOCATE HEALTH CARE NETWORK), WERE ISSUED ON OCTOBER 10, 2007 FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OR A PORTION OF THE ORGANIZATION'S SERIES 1997A BONDS, SERIES 1997B BONDS, SERIES 2003B BONDS AND SERIES 2005 BONDS. THE SERIES 2007B BONDS WERE EXCHANGED FOR THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008C-1, SERIES 2008C-2A, SERIES 2008C-2B, SERIES 2008C-3A, AND SERIES 2008C-3B (ADVOCATE HEALTH CARE NETWORK) ON APRIL 25, 2008. BASED ON THE ADVICE OF BOND COUNSEL, THE ORGANIZATION IS TREATING THE SERIES 2008C BONDS AS THE SAME ISSUE AS THE SERIES 2007B BONDS FOR FEDERAL INCOME TAX PURPOSES. SCHEDULE K PART I LINE C(F) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2010 (ADVOCATE HEALTH CARE NETWORK) WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING THE ORGANIZATION'S SERIES 2008B-1, SERIES 2008B-2, SERIES 2008B-3, SERIES 2008B-4 AND SERIES 2008B-5 BONDS, OF FINANCING THE COSTS RELATED TO THE MERGER WITH BROMENN HEALTHCARE SYSTEM AND THE COSTS RELATED TO CONSTRUCTING AND EQUIPPING A NEW PATIENT TOWER FOR ADVOCATE BROMENN MEDICAL CENTER AS WELL AS FINANCING CERTAIN CAPITAL EXPENDITURES AT OTHER HEALTH CARE FACILITIES OF THE ORGANIZATION. THE MERGED ASSETS INCLUDE BROMENN REGIONAL MEDICAL CENTER, A 221-LICENSED BED ACUTE CARE HOSPITAL LOCATED IN BLOOMINGTON, ILLINOIS AND EUREKA COMMUNITY HOSPITAL, A 25-LICENSED BED GENERAL ACUTE CARE HOSPITAL LOCATED IN EUREKA, ILLINOIS. SCHEDULE K PART I LINE D(F) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008A-1, SERIES 2008A-2 AND SERIES 2008A-3 (ADVOCATE HEALTH CARE NETWORK)WERE USED, TOGETHER WITH OTHER AVAILABLE FUNDS, FOR THE PURPOSE OF REFUNDING ALL OF THE ORGANIZATION'S SERIES 2007A BONDS, WHICH WERE ISSUED ON OCTOBER 10, 2007. SCHEDULE K PART I LINE E(F) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008D (ADVOCATE HEALTH CARE NETWORK) WERE ISSUED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COSTS OF PURCHASING ASSETS OF CONDELL MEDICAL CENTER AND THE COSTS OF CONSTRUCTING AND EQUIPPING A NEW PATIENT TOWER FOR ADVOCATE CONDELL MEDICAL CENTER. THE ACQUIRED ASSETS INCLUDE CONDELL MEDICAL CENTER, A 283-LICENSED BED ACUTE CARE HOSPITAL LOCATED IN LIBERTYVILLE, ILLINOIS. SCHEDULE K PART III LINE 3C INTERNAL COUNSEL REVIEWS ALL MANAGEMENT OR SERVICE CONTRACTS AND RESEARCH AGREEMENTS. THEREFORE, THE ORGANIZATION DOES NOT ROUTINELY ENGAGE OUTSIDE BOND COUNSEL TO REVIEW THE CONTRACTS. BOND COUNSEL DOES REVIEW CONTRACTS RELATED TO THE FINANCED PROPERTY DURING DUE DILIGENCE PRIOR TO A BOND TRANSACTION. SCHEDULE K PART III LINES 4-6 PRIVATE BUSINESS USE PERCENTAGE WAS CALCULATED BASED ON NEW MONEY PORTION OF THE BOND ISSUE ONLY. SCHEDULE K PART III LINE 1 ADVOCATE NORTH SIDE HEALTH NETWORK IS A PARTNER WITH THE REHAB INSTITUTE OF CHICAGO, A 501(C)(3) ORGANIZATION, WHICH PROVIDES REHABILITATION SERVICES AT AN ADVOCATE HOSPITAL. SCHEDULE K PART IV LINE 1 NO ARBITRAGE REBATE PAYMENT WAS DUE, THEREFORE AHHC WAS NOT REQUIRED TO FILE FORM 8038-T.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) HISPANO CARE INC

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-3606486
HEALTH CARE IL 501(C)(3) 9 ANHN
 
 
 
(2) ADVOCATE CHARITABLE FOUNDATION

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-3297360
FUNDRAISING IL 501(C)(3) 7 AHCN
 
 
 
(3) ADVOCATE CONDELL MEDICAL CENTER

2025 WINDSOR DRIVE

OAK BROOK,IL60523
26-2525968
HEALTH CARE IL 501(C)(3) 3 AHHC
 
 
 
(4) ADVOCATE HEALTH CARE NETWORK

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-2167779
PARENT CORP IL 501(C)(3) 11- III-FI NA
 
 
 
(5) EHS HOME HEALTH CARE SERVICES

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-2913108
HOME CARE IL 501(C)(3) 9 AHHC
 
 
 
(6) ADVOCATE NORTH SIDE HEALTH NETWORK

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-3196629
HEALTH CARE IL 501(C)(3) 3 AHHC
 
 
 
(7) MERIDIAN HOSPICE

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-3158667
HOSPICE CARE IL 501(C)(3) 9 EHSHHCS
 
 
 
(8) RAVENSWOOD HEALTH CARE FOUNDATION

4550 N WINCHESTER AVENUE

CHICAGO,IL60640
36-3196628
FUNDRAISING IL 501(C)(3) 11- II NA
 
 
 
(9) MASONIC FAMILY HEALTH FOUNDATION

2025 WINDSOR DRIVE

OAK BROOK,IL60523
36-4397387
FUNDRAISING IL 501(C)(3) 11 - I MFHS
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) DREYER MERCY AMBULATORY SURGERY CENTER

1211 N HIGHLAND AVENUE
Aurora,IL60506
36-3890298
Medical Services IL NA
 
C Corp                












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership


(1) ADVOCATE HEALTH CENTERS INC
2025 WINDSOR DRIVE
OAK BROOK,IL60523
36-4217291
MEDICAL SERVICES IL NA
 
C CORP      
(2) ADVOCATE HOME CARE PRODUCTS
2025 WINDSOR DRIVE
OAK BROOK,IL60523
36-3315416
HEALTH SERVICES IL NA
 
C CORP      
(3) DREYER CLINIC INC
1877 W DOWNER PLACE
AURORA,IL60506
36-2690329
MEDICAL SERVICES IL NA
 
C CORP      
(4) EVANGELICAL SERVICES CORPORATION
2025 WINDSOR DRIVE
OAK BROOK,IL60523
36-3208101
MGMT SERVICES IL NA
 
C CORP      
(5) HIGH TECHNOLOGY INC
2025 WINDSOR DRIVE
OAK BROOK,IL60523
36-3368224
HEALTH SERVICES IL NA
 
C CORP      
(6) PARKSIDE CENTER CONDO ASSOCIATION
1775 W DEMPSTER ST
PARK RIDGE,IL60068
36-3452486
PROPERTY MGMT IL NA
 
C CORP     85.000 %
(7) CERTUS INDEMNITY CO LTD
23 LIME TREE BAY AVE GOV SQ BLD 3
GRAND CAYMAN    
CJ
98-0600867
INSURANCE CJ AHHC
 
C CORP 16,089   100.000 %
(8) ADVOCATE INSURANCE SPC
23 LIME TREE BAY AVE GOV SQ BLD 3
GRAND CAYMAN    
CJ
98-0422925
INSURANCE CJ AHHC
 
C CORP 16,976,893 264,934,594 100.000 %
(9) BROMENN PHYSICIAN MANAGEMENT CORPORATION
2025 WINDSOR DRIVE
OAK BROOK,IL60523
37-1313150
MEDICAL SERVICES IL NA
 
C CORP      
(10) CENTER FOR ENDOSCOPY
22285 PEPPER ROAD
LAKE BARRINGTON,IL60010
26-2387298
HEALTH SERVICES IL NA
 
C CORP      
(11) STANDARD FIDELITY ASSURANCE COMPANY LTD
23 LIME TREE BAY AVE GOV SQ BLD 3
GRAND CAYMAN    
CJ
98-0081315
INSURANCE CJ AHHC
 
C CORP -16,876   100.000 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) ADVOCATE NORTH SIDE HEALTH NETWORK

A 3,545,685  
(2) EHS HOME HEALTH CARE SERVICES INC

A 151,681  
(3) MERIDIAN HOSPICE

A 100,855  
(4) ADVOCATE CHARITABLE FOUNDATION

B 8,000,000  
(5) ADVOCATE HEALTH CARE NETWORK

B 75,000,000  
(6) ADVOCATE NORTH SIDE HEALTH NETWORK

C 30,000,000  
(7) ADVOCATE CONDELL MEDICAL CENTER

C 15,000,000  
(8) ADVOCATE CHARITABLE FOUNDATION

C 18,722,476  
(9) ADVOCATE NORTH SIDE HEALTH NETWORK

D 71,130,356  
(10) BROMENN PHYSICIAN MGMT CORP

I 880,353  
(11) EVANGELICAL SERVICES CORPORATION

I 162,997  
(12) ADVOCATE CHARITABLE FOUNDATION

I 274,823  
(13) ADVOCATE HEALTH CENTERS INC

J 120,229  
(14) CHICAGO CYBERKNIFE LLC

J 1,956,723  
(15) ADVOCATE NORTH SIDE HEALTH NETWORK

K 40,098,367  
(16) ADVOCATE HEALTH CENTERS INC

K 7,300,599  
(17) BROMENN PHYSICIAN MGMT CORP

K 655,435  
(18) ADVOCATE CONDELL MEDICAL CENTER

K 20,542,762  
(19) HIGH TECHNOLOGY INC

K 2,222,208  
(20) CHICAGO CYBERKNIFE LLC

K 502,486  
(21) EVANGELICAL SERVICES CORPORATION

K 3,350,067  
(22) ADVOCATE HOME CARE PRODUCTS INC

K 180,386  
(23) ADVOCATE CHARITABLE FOUNDATION

K 272,395  
(24) EHS HOME HEALTH CARE SERVICES INC

K 1,322,284  
(25) MERIDIAN HOSPICE

K 1,552,246  
(26) ADVOCATE NORTH SIDE HEALTH NETWORK

L 172,223  
(27) ADVOCATE HEALTH CENTERS INC

L 1,362,716  
(28) ADVOCATE CONDELL MEDICAL CENTER

L 1,993,680  
(29) HIGH TECHNOLOGY INC

L 148,497  
(30) CHICAGO CYBERKNIFE LLC

L 80,000  
(31) EVANGELICAL SERVICES CORPORATION

L 312,093  
(32) ADVOCATE HOME CARE PRODUCTS INC

L 214,432  
(33) ADVOCATE NORTH SIDE HEALTH NETWORK

O 44,918,750  
(34) ADVOCATE HEALTH CENTERS INC

O 2,997,112  
(35) BROMENN PHYSICIAN MGMT CORP

O 1,082,324  
(36) ADVOCATE CONDELL MEDICAL CENTER

O 23,382,671  
(37) HIGH TECHNOLOGY INC

O 390,064  
(38) EVANGELICAL SERVICES CORPORATION

O 2,021,233,415  
(39) ADVOCATE HOME CARE PRODUCTS INC

O 435,006  
(40) ADVOCATE CHARITABLE FOUNDATION

O 872,766  
(41) EHS HOME HEALTH CARE SERVICES INC

O 562,694  
(42) MERIDIAN HOSPICE

O 142,672  
(43) ADVOCATE NORTH SIDE HEALTH NETWORK

P 74,081,405  
(44) ADVOCATE HEALTH CENTERS INC

P 20,662,287  
(45) BROMENN PHYSICIAN MGMT CORP

P 27,253,772  
(46) ADVOCATE CONDELL MEDICAL CENTER

P 33,172,528  
(47) HIGH TECHNOLOGY INC

P 2,921,203  
(48) EVANGELICAL SERVICES CORPORATION

P 16,977,252  
(49) ADVOCATE HOME CARE PRODUCTS INC

P 1,558,414  
(50) ADVOCATE INSURANCE SPC

P 18,172,212  
(51) STANDARD FIDELITY ASSURANCE CO LTD

P 2,386,347  
(52) ADVOCATE CHARITABLE FOUNDATION

P 2,116,642  
(53) EHS HOME HEALTH CARE SERVICES INC

P 5,403,930  
(54) MERIDIAN HOSPICE

P 1,358,912  
(55) ADVOCATE NORTH SIDE HEALTH NETWORK

Q 2,828,971  
(56) ADVOCATE HEALTH CENTERS INC

Q 3,813,105  
(57) BROMENN PHYSICIAN MGMT CORP

Q 91,892  
(58) EVANGELICAL SERVICES CORPORATION

Q 63,288  
(59) ADVOCATE CHARITABLE FOUNDATION

Q 939,564  
(60) EHS HOME HEALTH CARE SERVICES INC

Q 1,655,077  
(61) MERIDIAN HOSPICE

Q 430,211  
(62) ADVOCATE NORTH SIDE HEALTH NETWORK

R 167,026  
(63) ADVOCATE HEALTH CENTERS INC

R 437,152  
(64) BROMENN PHYSICIAN MGMT CORP

R 84,021  
(65) ADVOCATE CHARITABLE FOUNDATION

R 405,623  
(66) EHS HOME HEALTH CARE SERVICES INC

R 473,352  
(67) MERIDIAN HOSPICE

R 688,987  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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