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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
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)
3075 HIGHLAND PARKWAY
Suite 600
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOWNERS GROVE, IL60515
D Employer identification number

36-2169147
E Telephone number

G Gross receipts $ 5,002,042,755
F Name and address of principal officer:
JAMES SKOGSBERGH
3075 HIGHLAND PARKWAY
DOWNERS GROVE,IL60515
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ADVOCATEHEALTH.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
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: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
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 2013 (Part V, line 2a) ...... 5 27,273
6 Total number of volunteers (estimate if necessary) ............. 6 5,182
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 85,664,645
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 2,137,468
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 23,222,492 21,097,763
9 Program service revenue (Part VIII, line 2g) ......... 3,417,436,220 3,827,990,362
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 195,353,262 212,983,026
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,387,839 9,958,337
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,645,399,813 4,072,029,488
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,045,551 4,673,470
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) 1,717,862,894 1,892,609,682
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet522,473    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,504,389,815 1,782,045,318
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,226,298,260 3,679,328,470
19 Revenue less expenses. Subtract line 18 from line 12....... 419,101,553 392,701,018
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,053,093,414 6,707,693,122
21 Total liabilities (Part X, line 26)............. 2,956,223,498 3,145,090,464
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,096,869,916 3,562,602,658
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
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 2,220,040,222 including grants of $ 4,673,470 ) (Revenue $ 2,636,194,096 )
PROVIDING INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. INCLUDED IN THESE HEALTH CARE SERVICES 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, UNDERINSURED AND LOW INCOME. 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. ADVOCATE ALSO CONSIDERS AN INDIVIDUAL'S EXTENUATING CIRCUMSTANCES TO QUALIFY PATIENTS FOR CHARITY CARE AND IN CERTAIN CASES DETERMINES A PATIENT'S ELIGIBILITY USING ADVOCATE OR PUBLIC RECORDS ("PRESUMPTIVE ELIGIBILITY"). 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. ADVOCATE IS ALSO 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 FIVE LEVEL I TRAUMA CENTERS, THE HIGHEST DESIGNATION LEVEL FOR TRAUMA CENTERS, CARE FOR THE MOST SERIOUSLY INJURED PEOPLE IN CHICAGOLAND. AS IS THE CASE WITH ALL ILLINOIS LEVEL I TRAUMA CENTERS, ADVOCATE'S 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.
4b (Code:   ) (Expenses $ 833,274,474 including grants of $   ) (Revenue $ 669,312,031 )
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 ADVOCATE'S SERVICE AREA. THROUGH THIS FOCUSED APPROACH, PHYSICIANS ALSO CONCENTRATE ON PROVIDING PROGRAMS AND SERVICES THAT TARGET UNIQUE HEALTH ACCESS NEEDS OF THE UNINSURED, UNDERINSURED, UNDERSERVED, LOW INCOME AND SPECIAL NEEDS INDIVIDUALS LIVING IN CHICAGOLAND COMMUNITIES. AT THE ADULT DOWN SYNDROME CENTER ON THE ADVOCATE LUTHERAN GENERAL HOSPITAL CAMPUS, ADVOCATE PHYSICIANS PROVIDE CRUCIAL PSYCHOSOCIAL AND MEDICAL SERVICES TO INDIVIDUALS WITH DOWN SYNDROME LIVING IN ALL AREAS OF ILLINOIS. MANY INDIVIDUALS IN THIS UNIQUE POPULATION RECEIVE PUBLIC ASSISTANCE AND, IN MOST INSTANCES, THERE ARE FEW SOURCES OF REIMBURSEMENT FOR THESE MUCH NEEDED SERVICES. IN 2013, THE CENTER HAD NEARLY 3,000 ACTIVE PATIENTS AND 7,000 PATIENT VISITS. A COMMUNITY PARTNERSHIP WITH MAINE TOWNSHIP DISTRICT 207 PLACES ADVOCATE PHYSICIANS AT THE MAINE EAST HIGH SCHOOL-BASED HEALTH CENTER TO PROVIDE UNINSURED AND UNDERINSURED STUDENTS FROM ALL MAINE TOWNSHIP HIGH SCHOOLS - EAST, WEST AND SOUTH -- 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. THE CENTER'S MEDICAL DIRECTOR AND STAFF HAVE HAD MORE THAN 20,500 STUDENT CONTACTS SINCE THE FACILITY'S INCEPTION OVER TEN YEARS AGO. IN 2013, FOR THE 16TH YEAR IN A ROW, ADVOCATE MEDICAL GROUP (AMG) SPONSORED MEDFEST -- A COLLABORATIVE WITH SPECIAL OLYMPICS OF ILLINOIS. MEDFEST PROVIDES PEOPLE WITH INTELLECTUAL DISABILITIES OPPORTUNITIES TO PARTICIPATE IN SPORTS TRAINING AND COMPETITIONS, CREATING AVENUES FOR INCLUSION AND ACCEPTANCE FOR THIS UNDERSERVED POPULATION. AMG PROVIDED 1,550 FREE ATHLETIC PHYSICALS TO SPECIAL OLYMPIANS IN 2013, ALLOWING THEM OPPORTUNITIES TO PARTICIPATE IN COMPETITIONS THROUGHOUT THE YEAR. 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.
4c (Code:   ) (Expenses $ 67,350,669 including grants of $   ) (Revenue $ 21,664,519 )
GRADUATE MEDICAL EDUCATION. ADVOCATE IS COMMITTED TO TRAINING HEALTH CARE PROVIDERS IN A BROAD RANGE OF SPECIALTIES. NOTABLY, ADVOCATE HEALTH CARE IS THE LARGEST PROVIDER OF PRIMARY MEDICAL EDUCATION IN ILLINOIS. EACH YEAR, NEARLY 2,400 MEDICAL STUDENTS COMPLETE ROTATIONS AND 600 RESIDENTS AND FELLOWS RECEIVE HANDS-ON TRAINING AT ADVOCATE'S FOUR TEACHING HOSPITALS - ADVOCATE BROMENN MEDICAL CENTER, ADVOCATE CHRIST MEDICAL CENTER, ADVOCATE ILLINOIS MASONIC MEDICAL CENTER AND ADVOCATE LUTHERAN GENERAL HOSPITAL. NOT INCLUDED IN THE ABOVE EXPENSE AND REVENUE AMOUNTS BUT IMPORTANT TO THE ORGANIZATION'S ROLE IN TRAINING HEALTH CARE PROFESSIONALS, IS THE NURSING RESIDENCY PROGRAM AT ADVOCATE GOOD SAMARITAN HOSPITAL, AS WELL AS PROGRAMS WHICH TRAIN OTHER UNDERGRADUATE STUDENTS IN NURSING, RESPIRATORY CARE, RADIOLOGIC TECHNOLOGY, PHYSICAL THERAPY, PHARMACEUTICAL SERVICES AND OTHER DISCIPLINES AT ADVOCATE SITES OF CARE. ADDITIONALLY, ADVOCATE'S SPIRITUAL LEADERS OVERSEE A NATIONALLY ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM. TRAINING OVER 175 STUDENTS EACH YEAR, THIS PROGRAM IS ONE OF THE LARGEST IN THE COUNTRY, PROVIDING OPPORTUNITIES FOR SEMINARY STUDENTS AND LOCAL HEALTH LEADERS TO GROW AND DEVELOP SPIRITUAL CARE MINISTRY SKILLS. FORM 990 PART III LINE 4D DESCRIPTION OF ADVOCATE HEALTH CARE ADVOCATE HEALTH CARE IS ONE OF THE NATION'S TOP FIVE HEALTH SYSTEMS BASED ON QUALITY BY TRUVEN ANALYTICS AND IS THE LARGEST INTEGRATED HEALTH CARE SYSTEM IN ILLINOIS AND ONE OF THE LARGEST HEALTH CARE PROVIDERS IN THE MIDWEST. IN 2013, AS PART OF A NETWORK WITH OVER 250 SITES OF CARE, ITS MORE THAN 30,000 ASSOCIATES PROVIDED CARE AT ELEVEN ACUTE CARE HOSPITALS AND TWO FULL-SERVICE CHILDREN'S HOSPITALS TOTALING 2,670 BEDS. ADVOCATE PROVIDES EXPERT EMERGENCY CARE TO THE CHICAGO AREA'S SERIOUSLY INJURED PEOPLE THROUGH ITS FIVE LEVEL I TRAUMA CENTERS (THE STATE'S HIGHEST DESIGNATION IN TRAUMA CARE), WHICH COMPRISE THE LARGEST EMERGENCY AND LEVEL 1 TRAUMA NETWORK IN ILLINOIS, AND TWO LEVEL II TRAUMA CENTERS. IN 2013, ADVOCATE'S LEVEL I TRAUMA CENTERS HANDLED 7,861 TRAUMA VISITS AND THE LEVEL II TRAUMA CENTERS HANDLED 1,989 TRAUMA VISITS. IN ADDITION, FOUR OF ADVOCATE'S HOSPITALS ARE DESIGNATED LEVEL III (THE STATE'S HIGHEST LEVEL) NEONATAL INTENSIVE CARE UNITS (NICU) AND IN ADDITION TO HANDLING THE MOST ILL BABIES FROM OTHER ADVOCATE HOSPITALS, ALSO TAKE TRANSFERS FROM NON-ADVOCATE HOSPITALS IN AND AROUND THE CHICAGO AREA. THE ORGANIZATION IS ALSO RECOGNIZED AS HAVING ONE OF THE LARGEST HOME HEALTH COMPANIES IN THE STATE. ADVOCATE HAS THE STATE OF ILLINOIS' LARGEST PHYSICIAN NETWORK OF PRIMARY CARE PHYSICIANS, SPECIALISTS AND SUB-SPECIALISTS. OF THE 6,300 PHYSICIANS AFFILIATED WITH ADVOCATE, 4,500 OF THEM BELONG TO ADVOCATE PHYSICIAN PARTNERS, THE SYSTEM'S CARE MANAGEMENT AND MANAGED CONTRACTING ORGANIZATION AND 1,300 BELONG TO THE SYSTEM'S AFFILIATED MEDICAL GROUPS. ADVOCATE HAS ACADEMIC AND TEACHING AFFILIATIONS WITH ALL MAJOR UNIVERSITIES IN THE CHICAGO METROPOLITAN AREA. AT ITS FOUR TEACHING HOSPITALS, ADVOCATE TRAINS MORE PRIMARY CARE PHYSICIANS AND RESIDENTS THAN ANY OTHER HEALTH CARE SYSTEM IN THE STATE. IN ADDITION, THE TEACHING OF OTHER HEALTH CARE PROFESSIONALS OCCURS AT ALL ADVOCATE HOSPITALS. MISSION 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 ITS ACTIONS, ADVOCATE HEALTH CARE AFFIRMS 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. IN 2013, ADVOCATE EXPERIENCED 156,821 INPATIENT ADMISSIONS, 4,949,071 OUTPATIENT VISITS AND 19,735 DELIVERIES. ADVOCATE HOME HEALTH SERVICES HAD 24,119 ADMISSIONS AND ADVOCATE HOSPICE REPORTED 98,880 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 COMMUNITY NEEDS. IN 2013, ADVOCATE REPORTED $661 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. COMMUNITY BENEFITS PLAN, GOALS AND EXAMPLES OF PROGRAM SERVICE ACCOMPLISHMENTS THE ADVOCATE HEALTH CARE COMMUNITY BENEFIT PLAN'S BROAD GOALS AND OBJECTIVES WERE DESIGNED TO STRUCTURE SYSTEM-WIDE COMMUNITY BENEFIT ACTIVITIES WITHIN A STRATEGIC FRAMEWORK. ADVOCATE'S PLAN WAS DEVELOPED TO ESTABLISH STRATEGIES FOR IMPROVING ACCESS TO CARE AND POSITIVELY AFFECTING THE HEALTH OF THE COMMUNITIES THAT ADVOCATE SERVES. INCLUDED IN THE COMMUNITY BENEFITS PLAN ARE GOALS AND OBJECTIVES FOCUSED ON ADDRESSING NEEDS AS IDENTIFIED THROUGH THE HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, AS WELL AS ONGOING SYSTEM COMMUNITY BENEFITS PROGRAMS, SUCH AS CHARITY CARE, UNREIMBURSED MEDICAID AND MEDICARE. 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 FIVE GOALS AND CORRESPONDING OBJECTIVES TO ACCOMPLISH THIS STRATEGY. ALTHOUGH EACH GOAL IS EXEMPLIFIED BY MULTIPLE PROGRAMS/PROJECTS THROUGHOUT THE ADVOCATE SYSTEM, ONLY A FEW OF THESE HAVE BEEN SELECTED AS EXAMPLES OF ADVOCATE'S WORKING TOWARD EACH GOAL. THE GOALS AND SELECTED PROGRAM EXAMPLES ARE PROVIDED BELOW. GOAL 1: OPTIMIZE ADVOCATE'S ABILITY TO LEVERAGE ITS COMMUNITY HEALTH RESOURCES AND CONTINUE PROGRAMS THAT BENEFIT THE COMMUNITY BY PROSPECTIVELY ALIGNING SYSTEM AND SITE PLANS AND ACTIVITIES. THROUGH ADVOCATE'S OWN PROGRAMS AND SERVICES, AS WELL AS ITS PARTICIPATION IN THE COMMUNITY, ADVOCATE PROMOTES A SHARED APPROACH TO COMMUNITY BENEFITS. EXAMPLES INCLUDE: HEALTHY STEPS PROGRAM - THROUGH ADVOCATE'S SYSTEM-LED HEALTHY STEPS PROGRAM IN 2013, HEALTHY STEPS SPECIALISTS TOUCHED THE LIVES OF 6,688 YOUNG CHILDREN THROUGH CHILDHOOD PROGRAMS WITHIN PEDIATRIC/FAMILY PRACTICE RESIDENCIES, AND ADVOCATE CHILDREN'S HOSPITAL - OAK LAWN AND ADVOCATE CHILDREN'S HOSPITAL -PARK RIDGE (AND ALSO AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER WHICH HAS ITS OWN FEIN NUMBER AND IS REPORTED SEPARATELY AS THE NORTHSIDE NETWORK ON IRS FORMS 990). 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 2013, 9,749 DEVELOPMENTAL SCREENINGS WERE PROVIDED AND 445 FAMILIES WERE REFERRED TO COMMUNITY SERVICES. 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 IMPROVE PREVENTIVE PRACTICES IN THEIR SITE AROUND TOPICS SUCH AS USE OF VALIDATED TOOLS FOR DEVELOPMENTAL AND FAMILY RISK FACTOR SCREENINGS (SUCH AS POSTPARTUM DEPRESSION, DOMESTIC VIOLENCE, TRAUMA, AND PSYCHOSOCIAL ISSUES) AND TEACH PRIMARY CARE PROVIDERS AND THEIR STAFFS HOW TO REFER TO LOCAL COMMUNITY RESOURCES FOR FOLLOW-UP CARE. DURI
4d Other program services (Describe in Schedule O.)
(Expenses $ 257,026,252 including grants of $   ) (Revenue $ 500,819,716 )
4e Total program service expensesMediumBullet3,377,691,617
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick 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
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 IClick 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 for escrow or custodial account liability; 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 IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick 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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 I (see instructions).... Click 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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
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
 
No
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 direct or indirect 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, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
2,587
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
27,273
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” to line 3b, 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, securities account, or other financial 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 as charitable contributions?...
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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJAMES DOHENY3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515 (630) 929-5543
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) James Skogsbergh........................................................................
President & CEO, Director
40.0
.......................4.0
X   X       4,844,462 0 2,167,252
(2) Mark Harris........................................................................
Chairperson, Director
1.0
.......................3.0
X           0 0 0
(3) Michele Richardson........................................................................
Vice Chairperson, Director
1.0
.......................3.0
X           0 0 0
(4) David Anderson........................................................................
Director
1.0
.......................3.0
X           0 0 0
(5) Alejandro Aparicio MD........................................................................
Director
1.0
.......................5.0
X           0 0 0
(6) Lynn Crump-Caine........................................................................
Director
1.0
.......................3.0
X           0 0 0
(7) Rev Dr Nathaniel Edmond........................................................................
Director
1.0
.......................3.0
X           0 0 0
(8) Ron Greene........................................................................
Director
1.0
.......................3.0
X           0 0 0
(9) John Timmer........................................................................
Director
1.0
.......................4.0
X           0 0 0
(10) Laurie Meyer........................................................................
Director
1.0
.......................3.0
X           0 0 0
(11) Clarence Nixon Jr PhD........................................................................
Director
1.0
.......................3.0
X           0 0 0
(12) Rick Jackle........................................................................
Director
1.0
.......................3.0
X           0 0 0
(13) Gary Stuck........................................................................
Director
1.0
.......................3.0
X           0 0 0
(14) William P Santulli........................................................................
Exec VP, COO
40.0
.......................3.0
    X       2,317,674 0 800,015
(15) Lee B Sacks MD........................................................................
Exec VP, Chief Medical Officer
40.0
.......................3.0
    X       1,800,900 0 390,714
(16) James Dan MD........................................................................
Pres Physician/Ambulatory Svcs
40.0
.......................9.0
    X       1,317,265 0 295,691
(17) James Doheny........................................................................
VP, Finance & Corp Controller
40.0
.......................7.0
    X       439,005 0 55,680
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Kelly Jo Golson........................................................................
SVP, Public Affairs/Marketing
40.0
.......................3.0
    X       829,501 0 135,143
(19) Kevin Brady........................................................................
SVP, Human Resources
40.0
.......................3.0
    X       1,009,341 0 285,030
(20) Gail D Hasbrouck........................................................................
SVP, Gen Counsel, Corp Sec
40.0
.......................6.0
    X       1,100,893 0 214,228
(21) Dominic J Nakis........................................................................
SVP, CFO
40.0
.......................4.0
    X       1,696,068 0 391,739
(22) Scott Powder........................................................................
SVP, Strategic Plan & Growth
40.0
.......................3.0
    X       751,941 0 191,981
(23) Bruce D Smith........................................................................
SVP, CIO
40.0
.......................3.0
    X       1,089,595 0 230,365
(24) Vincent Bufalino........................................................................
SVP, CV Inst/Sr Med Dir CARDIO
40.0
.......................0.0
    X       716,571 0 302,242
(25) Susan Campbell........................................................................
SVP of Patient Cr-Chf Nrs offc
40.0
.......................4.0
    X       264,253 0 144,987
(26) Rev K Bender Schwich........................................................................
SVP, Mission & Spiritual Care
40.0
.......................3.0
    X       315,093 0 276,880
(27) Anthony Armada........................................................................
President, Lutheran Gen Hosp
40.0
.......................1.0
      X     1,067,993 0 192,645
(28) Jonathan Bruss........................................................................
President, Trinity Hospital
40.0
.......................0.0
      X     732,977 0 160,034
(29) Richard Heim........................................................................
President, South Suburban Hosp
40.0
.......................0.0
      X     487,311 0 161,444
(30) David Fox........................................................................
President, Good Samaritan Hosp
40.0
.......................1.0
      X     1,073,668 0 249,410
(31) Colleen Kannaday........................................................................
President, BroMenn Medical Ctr
40.0
.......................0.0
      X     646,258 0 288,626
(32) Karen Lambert........................................................................
President, Good Shepherd Hosp
40.0
.......................1.0
      X     920,518 0 213,528
(33) Kenneth Lukhard........................................................................
Mkt President, Christ Med Ctr
40.0
.......................0.0
      X     1,482,812 0 352,052
(34) Michael Farrell........................................................................
President -Adv Children's HOSP
40.0
.......................0.0
      X     946,331 0 446,949
(35) Thom Lobe........................................................................
Physician-General Surgery
40.0
.......................0.0
        X   928,571 0 32,413
(36) Thomas Grobelny........................................................................
Physician-Neurointv Radiology
40.0
.......................0.0
        X   908,851 0 7,711
(37) Caleb Lippman........................................................................
Neurosurgeon
40.0
.......................0.0
        X   769,813 0 50,010
(38) Thomas Levin........................................................................
Physician-Cardiology
40.0
.......................0.0
        X   723,577 0 51,242
(39) Motilal Bhatia........................................................................
Physician-Gastroenterology
40.0
.......................0.0
        X   720,303 0 43,461
(40) Jose Elizondo MD........................................................................
Director-Dec '11
0.0
.......................40.0
          X 0 252,520 39,831
(41) Ben Grigaliunas........................................................................
SVP, Human Resources - Dec '11
0.0
.......................0.0
          X 736,510 0 36,066
(42) Michael Englehart........................................................................
FMR Pres, South Suburban Hosp
0.0
.......................41.0
          X 836,431 0 194,538
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 31,474,486 252,520 8,401,907
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2,205
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
POWER CONSTRUCTION COMPANY, 2360 N PALMER DRSCHAUMBERGIL601733818 CONSTRUCTION CONTR 15,780,192
ARAMARK HEALTHCARE SUPPORT SERVICES, 25271 NETWORK PLACECHICAGOIL606731252 FOOD SERVICES 15,041,895
CROTHALL LAUNDRY SERVICES, 45 W HINTZ RDWHEELINGIL600906073 LAUNDRY SERVICES 11,602,864
ALLSCRIPTS HEALTHCARE LLC, 24630 NETWORK PLACECHICAGOIL606731246 MEDICAL SOFTWARE 4,830,904
XTEND HEALTHCARE LLC, 171 MADISON AVENEW YORKNY10016 BUSINESS OFFICE SVCS 3,721,208
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet125
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 0
d Related organizations...1d 13,926,533
e Government grants (contributions)1e 3,863,689
f All other contributions, gifts, grants, and
similar amounts not included above
1f
3,307,541
g Noncash contributions included in lines
1a-1f:$
0
h Total. Add lines 1a-1f.......MediumBullet 21,097,763
 Program Service RevenueAmt Business Code
2a PROGRAM SERVICES REVENUES   1,637,398,270 1,604,247,923 33,150,347 0
b MEDICARE/MEDICAID PAYMENT 622110 1,123,283,075 1,123,283,075 0 0
c PHARMACY 446110 1,004,798,549 1,003,773,541 1,025,008 0
d LAB 621500 50,027,771 0 50,027,771 0
e MEANINGFUL USE 622110 12,482,697 12,482,697 0 0
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,827,990,362
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 138,893,571   1,340,810 137,552,761
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 11,256,672  
b Less: rental expenses 10,787,696  
c Rental income or (loss) 468,976 0
d Net rental income or (loss).......MediumBullet 468,976     468,976
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 990,953,587 2,333,975
b Less: cost or other basis and sales expenses 912,088,939 7,109,168
c Gain or (loss) 78,864,648 -4,775,193
d Net gain or (loss)..........MediumBullet 74,089,455     74,089,455
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a 27,957
b Less: direct expenses ...b 27,464
c Net income or (loss) from fundraising events..MediumBullet 493   493
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 722514 8,491,232 0 120,709 8,370,523
b GIFTSHOP REVENUE 812930 891,226 0 0 891,226
c PARKING REVENUE 453220 106,410 0 0 106,410
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 9,488,868
12 Total revenue. See Instructions......MediumBullet 4,072,029,488 3,743,787,236 85,664,645 221,479,844
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
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 United States. See Part IV, line 21 4,673,470 4,673,470
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 33,807,065 31,150,457 2,651,740 4,868
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 0 0 0
7 Other salaries and wages 1,495,726,271 1,378,189,940 117,320,975 215,356
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 66,983,137 57,954,320 9,019,173 9,644
9 Other employee benefits ....... 196,503,544 184,277,510 12,197,741 28,293
10 Payroll taxes ........... 99,589,665 92,294,767 7,280,559 14,339
11 Fees for services (non-employees):        
a Management ...... 11,383,224 11,383,224 0 0
b Legal ......... 1,723,932 372,124 1,351,808 0
c Accounting ........... 491,600 184,303 307,297 0
d Lobbying ........... 750,782 334,418 416,364 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 9,547,641 9,547,641 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 90,154,146 85,666,627 4,487,519 0
12 Advertising and promotion .... 16,265,473 2,600,097 13,665,376 0
13 Office expenses ....... 27,894,819 25,033,038 2,861,781 0
14 Information technology ...... 152,839,355 102,309,761 50,529,594 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 77,977,574 75,592,331 2,385,243 0
17 Travel ............ 7,063,393 4,981,699 2,081,694 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 5,232,997 4,002,149 1,230,848 0
20 Interest ........... 46,766,692 46,766,692 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization ..... 158,322,544 132,617,537 25,705,007 0
23 Insurance .............. 99,314,268 98,539,348 774,920 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 478,802,366 478,802,366   0
b Bad Debt 173,911,552 173,911,552 0 0
c Contractual Services 162,541,210 138,197,096 24,344,114 0
d Public Assessment Fee 101,654,422 101,654,422 0 0
e All other expenses 159,407,328 136,654,728 22,502,627 249,973
25 Total functional expenses. Add lines 1 through 24e 3,679,328,470 3,377,691,617 301,114,380 522,473
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0 0 0 0
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 2,575,064 1 384,810,725
2 Savings and temporary cash investments ......... 268,887,926 2 0
3 Pledges and grants receivable, net ........... 0 3 1,598,115
4 Accounts receivable, net ............. 410,249,405 4 411,649,412
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 301,860 7 251,804
8 Inventories for sale or use .............. 45,414,034 8 46,665,158
9 Prepaid expenses and deferred charges .......... 39,384,153 9 63,876,973
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,371,509,922
b Less: accumulated depreciation ..... 10b 1,865,834,736 1,339,527,892 10c 1,505,675,186
11 Investments—publicly traded securities .......... 2,903,123,822 11 3,056,388,335
12 Investments—other securities. See Part IV, line 11 ..... 808,500,902 12 951,608,302
13 Investments—program-related. See Part IV, line 11 ..... 2,913,100 13 3,164,280
14 Intangible assets ............... 21,550,215 14 25,222,144
15 Other assets. See Part IV, line 11 ........... 210,665,041 15 256,782,688
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 6,053,093,414 16 6,707,693,122
Liabilities 17 Accounts payable and accrued expenses ......... 576,602,984 17 702,112,532
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 2,171,984 19 1,638,780
20 Tax-exempt bond liabilities ............. 1,310,823,134 20 1,390,347,612
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 30,366 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 1,066,595,030 25 1,050,991,540
26 Total liabilities. Add lines 17 through 25......... 2,956,223,498 26 3,145,090,464
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 3,095,796,721 27 3,561,522,143
28 Temporarily restricted net assets ........... 1,073,195 28 1,080,515
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 3,096,869,916 33 3,562,602,658
34 Total liabilities and net assets/fund balances ........ 6,053,093,414 34 6,707,693,122
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,072,029,488
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,679,328,470
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
392,701,018
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,096,869,916
5
Net unrealized gains (losses) on investments ...............
5
95,715,149
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-22,683,425
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,562,602,658
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
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
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(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) (2013)

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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 35c (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 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 function 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
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)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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
0
d
Mailings to members, legislators, or the public? .........................
Yes
 
17,728
e
Publications, or published or broadcast statements? .......................
 
No
0
f
Grants to other organizations for lobbying purposes? .......................
 
No
0
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
303,318
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
0
i
Other activities? ..........................
Yes
 
1,012,164
j
Total. Add lines 1c through 1i ...............................
1,333,210
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? .......
 
 
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Form 990, Schedule C, Part II-B, Lines 1A SUPPLEMENTAL LOBBYING INFORMATION 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) 2013

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and 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 current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 36,220,554 43,114,649 79,335,203
b Buildings ................   1,767,669,918 941,985,734 825,684,184
c Leasehold improvements ............   67,119,053 38,934,946 28,184,107
d Equipment ................   1,135,112,974 851,305,067 283,807,907
e Other .................   322,272,774 33,608,989 288,663,785
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,505,675,186
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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 951,608,302 F
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 951,608,302
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
SELF INSURANCE LIABILITY 719,640,416
3RD PARTY SETTLEMENTS 165,604,456
OBLIGATION TO RETURN CAPITAL 19,440,051
EXECUTIVE PENSION LIABILITY 72,797,321
INTEREST RATE SWAP MTM SERIERS 47,907,613
REMEDIATION COST ACCRUAL 13,695,103
UNFUNDED HRA/DRA 10,938,004
DEFFERED COMPENSATION 420,772
DEACONESS RESIDENCE LIABILITY 547,804
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,050,991,540
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 its grants and
other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean 1 1 Program Services Self-Insurance 26,237,036
Europe (Including Iceland and Greenland)     Program Services Conference 3,714
North America     Program Services Conference 5,336
Sub-Saharan Africa     Program Services Conference 2,035
Central America and the Caribbean     Investments   711,600,863
East Asia and the Pacific     Investments   158,252,988
Europe (Including Iceland and Greenland)     Investments   460,983,001
Middle East and North Africa     Investments   2,641,839
North America     Investments   25,998,047
South America     Investments   84,375
South Asia     Investments   368,176
           
           
           
           
           
           
3a Sub-total ..... 1 1 1,386,177,410
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 1 1,386,177,410
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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. Part II can be duplicated 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 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) 2013
Schedule F (Form 990) 2013Page 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.
Part III can be duplicated 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) 2013
Schedule F (Form 990) 2013
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Form 990, Schedule F, Part I, Line 3 Total Expenditures The Expenditures reported in Part I, Line 3 are based on the cash paid for these activities.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
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 arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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.
Form 990-EZ filers are not required to complete this part.
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.
(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 contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

BRACELET SALES
(event type)
(b) Event #2

POPCORN SALES
(event type)
(c) Other events

7
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 7,325 5,606 15,026 27,957
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . .
7,325 5,606 15,026 27,957
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses . 9,600 7,457 10,407 27,464
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 27,464
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 493
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. Subtract line 7 from line 1, 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:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
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? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
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.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance 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 discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) ..
    92,159,543 135,809 92,023,734 2.630 %
b Medicaid (from Worksheet 3,
column a) ....
    555,185,299 383,471,826 171,713,473 4.900 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    647,344,842 383,607,635 263,737,207 7.530 %
Other Benefits
    9,457,958   9,457,958 0.270 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    106,932,571 46,284,096 60,648,475 1.730 %
g Subsidized health services
(from Worksheet 6) ..
    58,251,846 42,786,702 15,465,144 0.440 %
h Research (from Worksheet 7)            
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    4,821,703   4,821,703 0.140 %
j Total. Other Benefits ..     179,464,078 89,070,798 90,393,280 2.580 %
k Total. Add lines 7d and 7j .     826,808,920 472,678,433 354,130,487 10.110 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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
Did 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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
173,911,552
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
21,841,203
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
726,439,375
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
821,543,291
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-95,103,916
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?8
Name, address, primary website address, and state license number
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 CHRIST HOSP INCL HOPE CHILDREN'S HOSP
4440 WEST 95TH STREET
OAK LAWN,IL60453
http://www.advocatehealth.com/cmc/
License No.0000315
X X X X     X      
2 LUTHERAN GEN HOSP INCL LUTH GEN CHILD
1775 DEMPSTER STREET
PARK RIDGE,IL60068
http://www.advocatehealth.com/luth/
License No.0004796
X X X X     X      
3 GOOD SAMARITAN HOSPITAL
3815 HIGHLAND AVENUE
DOWNERS GROVE,IL60515
http://www.advocatehealth.com/gsam/
License No.0003384
X X         X      
4 GOOD SHEPHERD HOSPITAL
450 W HIGHWAY 22
BARRINGTON,IL60010
http://www.advocatehealth.com/gshp/
License No.0003475
X X         X      
5 SOUTH SUBURBAN HOSPITAL & ICU
17800 S KEDZIE
HAZEL CREST,IL60429
http://www.advocatehealth.com/ssub/
License No.0004697
X X         X      
6 TRINITY HOSPITAL
2320 EAST 93RD STREET
CHICAGO,IL60617
http://www.advocatehealth.com/trin/
License No.0004176
X X         X      
7 BROMENN MEDICAL CENTER
1304 FRANKLIN AVENUE
NORMAL,IL61761
http://www.advocatehealth.com/bromenn/
License No.0005645
X X         X      
8 EUREKA HOSPITAL
101 S MAJOR STREET
EUREKA,IL61530
http://www.advocatehealth.com/eureka/
License No.0005652
X X     X   X      
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
CHRIST HOSP INCL HOPE CHILDREN'S HOSP
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
LUTHERAN GEN HOSP INCL LUTH GEN CHILD
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
2
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
GOOD SAMARITAN HOSPITAL
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
3
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
GOOD SHEPHERD HOSPITAL
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
4
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
SOUTH SUBURBAN HOSPITAL & ICU
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
5
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
TRINITY HOSPITAL
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
6
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
BROMENN MEDICAL CENTER
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
7
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
EUREKA HOSPITAL
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
8
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 600.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
DESCRIPTION FOR PART V, SEC B, LINE 1J N/A DESCRIPTION FOR PART V, SEC B, LINE 3 ADVOCATE CHRIST MEDICAL CENTER IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, CHRIST MEDICAL CENTER CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVE(S) FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE MEDICAL CENTER'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL MEDICAL CENTER STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. CHRIST MEDICAL CENTER COMMUNITY HEALTH COUNCIL MEMBERS - VICE PRESIDENT, CLINICAL TRANSFORMATION, CHRIST MEDICAL CENTER - COORDINATOR, COMMUNITY RELATIONS, CANCER INSTITUTE, CHRIST MEDICAL CENTER - COORDINATOR, COMMUNITY RELATIONS, HEART AND VASCULAR INSTITUTE, - CHRIST MEDICAL CENTER - COORDINATOR, COMMUNITY RELATIONS, ADVOCATE CHILDREN'S HOSPITAL - VICE PRESIDENT, PUBLIC AFFAIRS AND MARKETING, ADVOCATE CHILDREN'S HOSPITAL - PLANNING MANAGER, BUSINESS DEVELOPMENT, CHRIST MEDICAL CENTER - REGIONAL VICE PRESIDENT, BUSINESS DEVELOPMENT, CHRIST MEDICAL CENTER - FINANCIAL ADVISOR, COMMUNITY REPRESENTATIVE/MEMBER, CHRIST MEDICAL CENTER - GOVERNING COUNCIL - HEALTH ADMINISTRATOR, COMMUNITY REPRESENTATIVE/MEMBER, CHRIST MEDICAL CENTER GOVERNING COUNCIL - VICE PRESIDENT, MISSION AND SPIRITUAL CARE, CHRIST MEDICAL CENTER - DIRECTOR, BUSINESS DEVELOPMENT, CHRIST MEDICAL CENTER *COMMITTEE MEMBERSHIP IS CURRENTLY UNDER REVIEW WITH EXPANSION TO FOLLOW. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE TEAM IDENTIFIED THE MEDICAL CENTER SERVICE AREA'S KEY HEALTH NEEDS AND THEN EMPLOYED A PRIORITY-SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. THIS PROCESS INCLUDED AN EXAMINATION OF BOTH THE MEDICAL CENTER'S AND THE COMMUNITY'S ISSUES/CHALLENGES AND ASSETS, AND DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. INPUT FROM OTHER COMMUNITY HEALTH REPRESENTATIVES INCLUDED: - STUDENT HEALTH SPECIALIST, OFFICE OF STUDENT HEALTH AND WELLNESS, CHICAGO PUBLIC SCHOOLS - SOURCE OF INFORMATION: MEETINGS AND INTERVIEWS - VICE PRESIDENT, HEALTH OPERATIONS, AUNT MARTHA'S HEALTH CENTER - SOURCE OF INFORMATION: MEETINGS - VICE PRESIDENT, OPERATIONS, RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA - SOURCE OF INFORMATION: MEETINGS - CO-FOUNDER/EXECUTIVE DIRECTOR, ARAB AMERICAN FAMILY SERVICES - SOURCE OF INFORMATION: MEETINGS - PASTORS/CONGREGATIONAL LEADERS, SOUTHWEST SUBURBAN CONGREGATION COLLABORATION - - SOURCE OF INFORMATION: MEETINGS ADVOCATE LUTHERAN GENERAL HOSPITAL IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, ADVOCATE LUTHERAN GENERAL HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVES FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COUNCIL GAPS IN EXPERTISE. THE TITLES OF THE COMMUNITY HEALTH COUNCIL MEMBERS AND THE NAMES OF THE ORGANIZATIONS REPRESENTED ARE PROVIDED BELOW. LUTHERAN GENERAL HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS LUTHERAN GENERAL HOSPITAL INTERNAL MEMBERS: - DIRECTOR, COMMUNITY AND HEALTH RELATIONS - VP, MISSION AND SPIRITUAL CARE - DIRECTOR, OLDER ADULT SERVICES - DIRECTOR, PUBLIC AFFAIRS AND MARKETING - STRATEGIC SPECIALIST, BUSINESS DEVELOPMENT - EXECUTIVE CLINICAL DIRECTOR, HEART/VASCULAR/CC/ED/TRAUMA DIRECTOR, OPERATIONS-REHAB/OUT PATIENT PSYCHOLOGY/NEUROLOGY - MANAGER, MENTAL HEALTH SERVICES - ADVOCATE MEDICAL GROUP COMMUNITY RELATIONS REPRESENTATIVE - BEHAVIORAL HEALTH AND ADVOCATE ADDICTION TREATMENT PROGRAM COMMUNITY MEMBERS: - GOVERNING COUNCIL MEMBER, LUTHERAN GENERAL HOSPITAL; SUPERINTENDENT, ROUNDOUT SCHOOL DISTRICT #72 - GOVERNING COUNCIL MEMBER, LUTHERAN GENERAL HOSPITAL; VP, US BANK - DIRECTOR, CHRONIC DISEASE PREVENTION & HEALTH PROMOTION, COOK COUNTY DEPARTMENT OF HEALTH - PROGRAM DIRECTOR, NATIONAL ALLIANCE FOR MENTAL ILLNESS (NAMI) - ASSISTANT DIRECTOR, MAINE TOWNSHIP-MAINESTAY YOUTH/FAMILY SERVICES - SENIOR DIRECTOR, COMMUNITY HEALTH, AMERICAN HEART ASSOCIATION - CHIEF OF POLICE, PARK RIDGE - ENVIRONMENTAL HEALTH OFFICER, PARK RIDGE - MENTAL HEALTH SERVICES DIRECTOR, LUTHERAN SOCIAL SERVICES (LSSI) - ASSISTANT PRINCIPAL, DISTRICT 207 - FACILITATOR OF SCHOOL HEALTH SERVICES, DISTRICT 64 - MEMBER, PARK RIDGE HEALTHY COMMUNITY PARTNERSHIP AND JOINT COMMUNITY RECOVERY RESPONSE TEAM - MEMBER, DES PLAINES HEALTHY COMMUNITY PARTNERSHIP THE HOSPITAL'S COMMUNITY HEALTH COUNCIL MEMBERS ATTENDED TWO CHNA WORKSHOPS HOSTED BY THE SYSTEM AND THAT WERE DESIGNED TO EDUCATE HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS ON HOW TO CONDUCT AN ASSESSMENT AND HOW TO FIND RELIABLE DATA SOURCES. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE TEAM IDENTIFIED THE HOSPITAL SERVICE AREA'S KEY HEALTH NEEDS AND THEN EMPLOYED A PRIORITY-SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. THIS PROCESS INCLUDED AN EXAMINATION OF BOTH THE HOSPITAL'S AND THE COMMUNITY'S ISSUES/CHALLENGES AND ASSETS, AND DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. ADVOCATE LUTHERAN GENERAL HOSPITAL'S CHNA RESULTS AND SELECTED PRIORITIES WERE SHARED WITH THE HOSPITAL'S GOVERNING COUNCIL DURING EACH OF THE FIRST TWO YEARS OF THE THREE-YEAR PROCESS, WITH FULL ENDORSEMENT OF THE HOSPITAL'S COMMUNITY HEALTH PLAN BY ITS GOVERNING COUNCIL ON NOVEMBER 11, 2013. INPUT FROM OTHER COMMUNITY HEALTH REPRESENTATIVES INCLUDED: - SCHOOL DISTRICT 64 - SCHOOL DISTRICT 207 - CHIEF OF POLICE, PARK RIDGE - POLICE CHIEF ADVISORY TASK FORCE, PARK RIDGE - REGION 9 EMS FIRE DEPARTMENT DATA - DES PLAINES, PARK RIDGE, AND NILES POLICE DEPARTMENTS - LUTHERAN GENERAL HOSPITAL EMERGENCY MEDICAL SERVICES (EMS); LUTHERAN GENERAL EMS RESOURCE HOSPITAL FOR PARK RIDGE, NILES, MORTON GROVE, NORTH MAINE AND GLENVIEW - PARK RIDGE HEALTHY COMMUNITY PARTNERSHIP - DES PLAINES HEALTHY COMMUNITY PARTNERSHIP - VILLAGE OF NILES - VILLAGE OF GLENVIEW - VILLAGE OF MORTON GROVE - PARK RIDGE HEALTH COMMISSION - PARK RIDGE HUMAN NEEDS TASK FORCE - PARK RIDGE CHAMBER OF COMMERCE HEALTH CARE FORUM - JOINT COMMUNITY RECOVERY RESPONSE TEAM - DIRECTOR OF EPIDEMIOLOGY, COOK COUNTY DEPARTMENT OF HEALTH - PARK RIDGE COMMUNITY FUND - MEMBERS OF PARK RIDGE AND NILES MINISTERIAL ASSOCIATIONS - FAITH COMMUNITIES - DIRECTOR, COUNCIL OF ADVISORS, LUTHERAN GENERAL HOSPITAL - PATIENT ADVISORY COUNCILS, LUTHERAN GENERAL HOSPITAL - MEMBERS OF THE HEALTHIER PARK RIDGE PROJECT - COMMUNITY LEADERS, SOUTH ASIAN, KOREAN AND POLISH COMMUNITIES - FOCUS GROUP PARTICIPANTS ADVOCATE GOOD SAMARITAN HOSPITAL IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, GOOD SAMARITAN HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVE(S) FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES/CREDENTIALS AND AFFILIATIONS OF THE REPRESENTATIVES ON THE COMMUNITY HEALTH COUNCIL ARE PROVIDED BELOW. COMMUNITY HEALTH COUNCIL MEMBERS (VIA FACE-TO-FACE MEETINGS) - PRESIDENT & CEO - DOWNERS GROVE AREA CHAMBER OF COMMERCE & INDUSTRY - PUBLIC INFORMATION OFFICER- DOWNERS GROVE FIRE DEPARTMENT - LIEUTENANT FIREFIGHTER, EMT, PARAMEDIC - DOWNERS GROVE FIRE DEPARTMENT - PUBLIC EDUCATION MANAGER - DOWNERS GROVE POLICE DEPARTMENT - EXECUTIVE DIRECTOR - DUPAGE COUNTY HEALTH DEPARTMENT - EXECUTIVE DIRECTOR - DUPAGE SENIOR CITIZENS COUNCIL - EXECUTIVE DIRECTOR - INDIAN BOUNDARY YMCA - EXECUTIVE DIRECTOR - XILIN CENTER - EXECUTIVE DIRECTOR - ACCESS DUPAGE - ASSISTANT SUPERINTENDENT OF CURRICULUM AND INSTRUCTION - DOWNERS GROVE SCHOOL DISTRICT 58 - NURSE CARE MANAGER - CANTATA ADULT SERVICES - MANAGER - PEACE MEMO
GOOD SHEPHERD HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS - SENIOR PASTOR, LUTHERAN CHURCH OF ATONEMENT/CHAIRPERSON AND MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - DIRECTOR, COMMUNITY RELATIONS, GOOD SHEPHERD HOSPITAL - VICE PRESIDENT, AMBULATORY SERVICES AND OPERATIONS, GOOD SHEPHERD HOSPITAL - SOFT COMPUTER-IT CONSULTANT (HISPANIC COMMUNITY) - EDUCATION CONSULTANT, REGIONAL OFFICE OF EDUCATION, LAKE COUNTY/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - PRESIDENT, CORNERSTONE BANK/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - SENIOR PASTOR, FIRST CONGREGATIONAL CHURCH, CRYSTAL LAKE/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - VICE PRESIDENT, MISSION AND SPIRITUAL CARE, GOOD SHEPHERD HOSPITAL - FITNESS DIRECTOR, FITNESS CENTER, GOOD SHEPHERD HOSPITAL - DIRECTOR OF ONCOLOGY, ONCOLOGY DEPARTMENT, GOOD SHEPHERD HOSPITAL - TRAUMA COORDINATOR, TRAUMA DEPARTMENT, GOOD SHEPHERD HOSPITAL - DIETICIAN, GOOD SHEPHERD HOSPITAL - CARDIO-PULMONARY MANGER, CARDIAC CENTER, GOOD SHEPHERD HOSPITAL - PRESIDENT, JMS-MARKETING CONSULTATIONS/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - EXECUTIVE DIRECTOR, CITIZENS FOR CONSERVATION - DIRECTOR, POPULATION HEALTH, LAKE COUNTY HEALTH DEPARTMENT - PUBLIC INFORMATION OFFICER, MCHENRY COUNTY HEALTH DEPARTMENT - VICE PRESIDENT , BUSINESS DEVELOPMENT, GOOD SHEPHERD HOSPITAL ADVOCATE GOOD SHEPHERD HOSPITAL ALSO CONSULTED WITH THE HEALTHIER BARRINGTON COALITION, THE MCHENRY COUNTY HEALTH COALITION, THE LAKE COUNTY HEALTH COALITION -MAPP STEERING COMMITTEE AND THE WAUCONDA HEALTH PARTNERSHIP. ADVOCATE SOUTH SUBURBAN HOSPITAL ADVOCATE SOUTH SUBURBAN HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S VICE PRESIDENT OF MISSION AND SPIRITUAL CARE, AND WAS COMPRISED OF HOSPITAL REPRESENTATIVES FROM BUSINESS DEVELOPMENT, COMMUNITY RELATIONS, VOLUNTEER SERVICES, PUBLIC AFFAIRS AND MARKETING, ONCOLOGY SERVICES AND RESPIRATORY CARE. ADDITIONALLY, COMMUNITY MEMBERS PARTICIPATED ON THE COMMUNITY HEALTH COUNCIL, INCLUDING REPRESENTATIVES FROM AUNT MARTHA'S COMMUNITY HEALTH CENTER, A FEDERALLY QUALIFIED HEALTH CENTER (FQHC), AND FAITH LEADERS WHO ARE ALSO MEMBERS OF SOUTH SUBURBAN HOSPITAL'S GOVERNING COUNCIL. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. ADVOCATE SOUTH SUBURBAN HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS - DIRECTOR, NURSING, AUNT MARTHA'S COMMUNITY HEALTH CENTER, HAZEL CREST CAMPUS - DIRECTOR, COMMUNITY RELATIONS, AUNT MARTHA'S COMMUNITY HEALTH CENTER - ASSOCIATE PASTOR, COVENANT UNITED CHURCH OF CHRIST- SOUTH HOLLAND/MEMBER, SOUTH SUBURBAN HOSPITAL GOVERNING COUNCIL - LAY FAITH LEADER, PILGRIM FAITH UNITED CHURCH OF CHRIST-OAK LAWN/MEMBER, SOUTH SUBURBAN HOSPITAL GOVERNING COUNCIL - INTERN, GOVERNORS STATE UNIVERSITY - VP, MISSION AND SPIRITUAL CARE, SOUTH SUBURBAN HOSPITAL - VP, BUSINESS DEVELOPMENT, SOUTH SUBURBAN HOSPITAL - COMMUNITY RELATIONS COORDINATOR, SOUTH SUBURBAN HOSPITAL - MANAGER, VOLUNTEER SERVICES, SOUTH SUBURBAN HOSPITAL - BREAST HEALTH SPECIALIST, SOUTH SUBURBAN HOSPITAL - MANAGER, RESPIRATORY CARE, SOUTH SUBURBAN HOSPITAL THROUGH KEY INFORMANT INTERVIEWS, THE HOSPITAL ALSO CONSULTED WITH FQHC LEADERS, SCHOOL NURSES, PARISH NURSES AND FAITH LEADERS WITHIN THE PRIMARY SERVICE AREA (PSA). MUCH OF THE EXTERNAL QUANTITATIVE DATA WAS SUPPLIED BY THE COOK COUNTY DEPARTMENT OF PUBLIC HEALTH (CCDPH), ILLINOIS DEPARTMENT OF PUBLIC HEALTH (IDPH) AND UNIVERSITY OF WISCONSIN-COUNTY HEALTH RANKINGS. ADVOCATE TRINITY HOSPITAL ADVOCATE TRINITY HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVES FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL TRINITY HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. TRINITY HOSPITAL'S COMMUNITY HEALTH COUNCIL MEMBERS - STATE REPRESENTATIVE 33RD DISTRICT, ILLINOIS GENERAL ASSEMBLY - PROGRAM SUPERVISOR, METROPOLITAN FAMILY SERVICES - PUBLIC HEALTH ADMINISTRATOR, CHICAGO DEPARTMENT OF PUBLIC HEALTH - ADMINISTRATOR PROFESSIONAL SERVICES, SOUTH SHORE HOSPITAL - PHYSICIAN, ASSOCIATES IN NEPHROLOGY - RETIRED CHICAGO PUBLIC SCHOOLS EDUCATOR, COMMUNITY REPRESENTATIVE - RETIRED HEALTHCARE ADMINISTRATOR, CHICAGO DEPARTMENT OF PUBLIC HEALTH, COMMUNITY REPRESENTATIVE - COMMUNITY RELATIONS SPECIALIST, BLUE CROSS BLUE SHIELD OF ILLINOIS - MANAGER, COMMUNITY HEALTH PROMOTION, TRINITY HOSPITAL - MANAGER, FINANCE, TRINITY HOSPITAL - MANAGER, PLANNING, TRINITY HOSPITAL - VP, MISSION AND SPIRITUAL CARE, TRINITY HOSPITAL - ACCOUNT MANAGER, ACKERS PACKAGING/MEMBER, TRINITY HOSPITAL GOVERNING COUNCIL - OWNER, A-DESIGN STUDIO/MEMBER, TRINITY HOSPITAL GOVERNING COUNCIL - FOUNDER, TEECH FOUNDATION/MEMBER, TRINITY HOSPITAL GOVERNING COUNCIL - ADVANCED PRACTICE NURSE, SURGERY, TRINITY HOSPITAL - ADVANCED PRACTICE NURSE, MEDICAL, TRINITY HOSPITAL - COORDINATOR HEALTH EDUCATION, EMERGENCY DEPARTMENT, TRINITY HOSPITAL THE HOSPITAL'S COMMUNITY HEALTH COUNCIL MEMBERS ATTENDED TWO CHNA WORKSHOPS HOSTED BY THE ADVOCATE SYSTEM THAT WERE DESIGNED TO LAUNCH THE PROCESS BY EDUCATING THEM ON HOW TO CONDUCT AN ASSESSMENT AND HOW TO FIND RELIABLE DATA SOURCES. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE TEAM IDENTIFIED THE TOTAL SERVICE AREA'S KEY HEALTH NEEDS AND THEN EMPLOYED A PRIORITY-SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. THIS PROCESS INCLUDED AN EXAMINATION OF BOTH TRINITY HOSPITAL'S AND THE COMMUNITY'S ISSUES/CHALLENGES AND ASSETS, AND DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. THE HOSPITAL FACILITY CONSULTED WITH THE CHICAGO DEPARTMENT OF PUBLIC HEALTH TO OBTAIN DATA REPORTS FOR THE COMMUNITY SERVED BY THE HOSPITAL. ADVOCATE BROMENN MEDICAL CENTER ADVOCATE BROMENN MEDICAL CENTER RECEIVED INPUT FROM AN ARRAY OF COMMUNITY MEMBERS THROUGH ITS COMMUNITY HEALTH COUNCIL. THE PRIMARY METHOD OF OBTAINING INPUT WAS THROUGH MEETINGS. INTERVIEWS WERE ALSO CONDUCTED TO OBTAIN INFORMATION. THE TITLES AND AFFILIATIONS OF THE COMMUNITY MEMBERS THAT PARTICIPATED IN ADVOCATE BROMENN'S COMMUNITY HEALTH NEEDS ASSESSMENT ARE LISTED BELOW: - ASSISTANT ADMINISTRATOR, MCLEAN COUNTY PUBLIC HEALTH DEPARTMENT, ADVOCATE BROMENN GOVERNING COUNCIL MEMBER - SUPERVISOR, MCLEAN COUNTY PUBLIC HEALTH DEPARTMENT - EXECUTIVE DIRECTOR, COMMUNITY HEALTH CARE CLINIC - SUPERINTENDENT OF SCHOOLS, MCLEAN COUNTY UNIT DISTRICT # 5 - DIRECTOR, AMERICAN RED CROSS OF THE HEARTLAND, ADVOCATE BROMENN GOVERNING COUNCIL MEMBER - ASSOCIATE PASTOR, CALVARY UNITED METHODIST CHURCH - PROFESSOR, ILLINOIS STATE UNIVERSITY'S MENNONITE COLLEGE OF NURSING - PRESIDENT, MCLEAN COUNTY INDIA ASSOCIATION - VICE PRESIDENT, BUSINESS DEVELOPMENT, ADVOCATE BROMENN MEDICAL CENTER - ADMINISTRATOR, ADVOCATE EUREKA HOSPITAL - MANAGER OF WELLNESS SERVICES, ADVOCATE BROMENN MEDICAL CENTER - TRAUMA COORDINATOR, ADVOCATE BROMENN MEDICAL CENTER - SERVICE AREA ADMINISTRATOR FOR BEHAVIORAL HEALTH SERVICES, ADVOCATE BROMENN MEDICAL CENTER - DIRECTOR OF CRITICAL CARE SERVICES, MEDICAL AND ONCOLOGY SPECIALTY UNIT/PEDIATRICS/OUTPATIENT INFUSION, PROGRESSIVE CARE UNIT, AND SURGICAL/ORTHO UNIT, ADVOCATE BROMENN MEDICAL CENTER - COORDINATOR OF CHURCH RELATIONS, ADVOCATE BROMENN MEDICAL CENTER - MANAGER, CASE MANAGEMENT, ADVOCATE BROMENN MEDICAL CENTER - CLIENT PROGRAM SPECIALIST, WOMEN'S CENTER, ADVOCATE BROMENN MEDICAL CENTER - DIETITIAN, ADVOCATE BROMENN MEDICAL CENTER - DIABETES EDUCATOR, ADVOCATE BROMENN MEDICAL CENTER - COORDINATOR, PUBLIC AFFAIRS AND MARKETING, ADVOCATE BROMENN MEDICAL CENTER ADVOCATE BROMENN MEDICAL CENTER COLLABORATED WITH THE MCLEAN COUNTY HEALTH DEPARTMENT IN CONDUCTING ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND IN SELECTING ITS KEY HEALTH PRIORITIES. THE HOSPITAL'S COMMUNITY HEALTH LEADER IN CHARGE OF THE CHNA WAS A MEMBER OF THE MCLEAN COUNTY COMMUNITY HEALTH ADVISORY COMMITTEE AND ASSISTED IN THE DEVELOPMENT OF MCLEAN COUNTY'S 2012-2017 COMMUNITY HEALTH PLAN (CHP). ADVOCATE BROMENN MEDICAL CENTER'S CHNA AND MCLEAN COUNTY'S CHP ARE VERY CLOSELY ALIGNED AND THIS SYNERGY RESULTS IN HAVING MORE COLLECTIVE IMPACT IN ADDRESSING COMMUNITY NEEDS. THE ADVOCATE BROMENN AND ADVOCATE EUREKA HOSPITAL'S DELEGATE CHURCH ASSOCIATION MEMBERS WERE CONSULTED AT A SPECIAL MEETING OF THE GROUP. THE DELEGATE CHURCH ASSOCIATION IS COMPRISED OF 80 CHURCHES THAT ASSIST THE HOSPITAL IN THEIR MISSION OF IMPROVING THE HEALTH OF THE COMMUNITY. ADVOCATE EUREKA HOSPITAL ADVOCATE EUREKA HOSPITAL WORKED WITH MEMBERS OF THE COMMUNITY T
DESCRIPTION FOR PART V, SEC B, LINE 5D ADVOCATE GOOD SAMARITAN HOSPITAL HARD COPIES OF THE REPORT ARE AVAILABLE AT ADVOCATE GOOD SAMARITAN HOSPITAL IN THE PUBLIC AFFAIRS AND MARKETING AND THE MISSION AND SPIRITUAL CARE DEPARTMENTS, AS WELL AS AT THE HOSPITALS MAIN VOLUNTEER DESK. ADVOCATE SOUTH SUBURBAN HOSPITAL PRINTED COPIES OF THE CHNA ARE AVAILABLE UPON REQUEST FROM SOUTH SUBURBAN HOSPITAL'S PUBLIC AFFAIRS AND MARKETING DEPARTMENT AND/OR THE COMMUNITY RELATIONS DEPARTMENT. ADVOCATE TRINITY HOSPITAL THE HOSPITAL ALSO MADE THE CHNA WIDELY AVAILABLE TO THE PUBLIC BY PRESENTING RESULTS TO COMMUNITY GROUPS AND COLLABORATIONS. ADVOCATE BROMENN MEDICAL CENTER THE LINK FOR THE CHNA REPORT WAS EMAILED TO ADVOCATE BROMENN AND ADVOCATE EUREKA HOSPITAL'S DELEGATE CHURCH ASSOCIATION MEMBERS. THE DELEGATE CHURCH ASSOCIATION IS COMPRISED OF 80 CHURCHES THAT ASSIST THE HOSPITAL IN THEIR MISSION OF IMPROVING THE HEALTH OF THE COMMUNITY. NUMEROUS COPIES OF THE REPORT AND THE LINK FOR THE REPORT HAVE ALSO BEEN GIVEN OUT TO THE MCLEAN COUNTY COMMUNITY HEALTH ADVISORY COMMITTEE, THE ADVOCATE BROMENN MEDICAL CENTER COMMUNITY HEALTH COUNCIL, AND OTHER APPROPRIATE COMMUNITY PARTNERS SUCH AS THE DIRECTOR OF THE COMMUNITY HEALTH CARE CLINIC. ADVOCATE EUREKA HOSPITAL THE LINK FOR THE CHNA REPORT WAS EMAILED TO ADVOCATE BROMENN MEDICAL CENTER'S AND ADVOCATE EUREKA HOSPITAL'S DELEGATE CHURCH ASSOCIATION MEMBERS. THE DELEGATE CHURCH ASSOCIATION IS COMPRISED OF 80 CHURCHES THAT ASSIST THE HOSPITAL IN THEIR MISSION OF IMPROVING THE HEALTH OF THE COMMUNITY. A COPY OF THE REPORT WAS ALSO GIVEN TO THE ADMINISTRATOR OF THE WOODFORD COUNTY HEALTH DEPARTMENT.
DESCRIPTION FOR PART V, SEC B, LINE 6I ADVOCATE GOOD SAMARITAN HOSPITAL THROUGH ITS PARTNERSHIP WITH ACCESS DUPAGE, GOOD SAMARITAN HOSPITAL PROVIDED A CONTRIBUTION OF $763,000 AND FREE CARE FOR COVERED LIVES VALUED AT OVER $13,310,753. THE HOSPITAL ALSO PROVIDED ONSITE LANGUAGE SERVICES TO 3,200 PATIENTS; LANGUAGE SERVICES SUPPORTS 39 DIFFERENT LANGUAGES INCLUDING ASL. IN ADDITION, GOOD SAMARITAN HOSPITAL CONTINUED ITS PARTNERSHIP WITH CHRIST THE KING COLLEGE PREPARATORY SCHOOL (LOCATED IN THE AUSTIN NEIGHBORHOOD) WHEREBY THE HOSPITAL PROVIDES A 1.0 FTE POSITION SHARED BY FOUR STUDENTS. ADVOCATE GOOD SHEPHERD HOSPITAL ADVOCATE GOOD SHEPHERD HOSPITAL IS NOT ONLY ACTIVELY INVOLVED IN ADDRESSING COMMUNTIY HEATLH NEEDS THROUGH VARIOUS PROGRAM INITIATIVES, BUT IS ALSO VERY STRATEGIC IN SUPPORTING ORGANIZATIONS THAT HELP ADDRESS IDENTIFIED NEEDS. FOR EXAMPLE, THE HOPSITAL PROVIDES IN-KIND SPACE AND SUPPORTS ORGANIZATIONS PROVIDING BEHAVIORAL HEALTH SERVICES, SERVICES FOR SENIORS, COMMUNITY CLINICS AND VARIOUS OTHER COMMUNITY GROUPS IN NEED OF SUPPORT. ADVOCATE BROMENN MEDICAL CENTER ADVOCATE BROMENN MEDICAL CENTER'S COMMUNITY HEALTH LEADER AND ANOTHER MEMBER OF THE LEADERSHIP TEAM WERE A PART OF THE MCLEAN COUNTY COMMUNITY HEALTH ADVISORY COMMITTEE (CHAC) AND HELPED IN THE DEVELOPMENT OF THE 2012-2017 COMMUNITY HEALTH PLAN (CHP) FOR MCLEAN COUNTY. THE PLAN WAS CREATED USING THE HANLON METHOD. THE HANLON METHOD ESTABLISHES PRIORITIES BASED ON THE SIZE AND SERIOUSNESS OF THE HEALTH PROBLEM AS WELL AS THE EFFECTIVENESS OF THE AVAILABLE INTERVENTIONS. ON APRIL 19, 2012, THE CHAC APPROVED THE CHP. BROMENN MEDICAL CENTER'S COMMUNITY HEALTH LEADER ALSO PARTICIPATED IN OSF SAINT JOSEPH MEDICAL CENTER'S COLLABORATIVE CHNA TEAM IN FEBRUARY-2013. ADVOCATE EUREKA HOSPITAL EUREKA HOSPITAL, THE ONLY HOSPITAL IN WOODFORD COUNTY, IS A CRITICAL ACCESS HOSPITAL AS CERTIFIED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. BY FUNCTIONING IN THIS CAPACITY, EUREKA HOSPITAL PLAYS A VITAL ROLE IN SERVING THE HEALTH NEEDS OF A PRIMARILY RURAL AREA. AS THE ONLY ACUTE HEALTH CARE PROVIDER IN THE COUNTY, ADVOCATE EUREKA HOSPITAL HAS A STRONG PARTNERSHIP WITH THE WOODFORD COUNTY HEALTH DEPARTMENT AND A KEY ROLE IN MEETING THE HEALTH NEEDS OF COUNTY RESIDENTS. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 7 ADVOCATE CHRIST MEDICAL CENTER KEY HEALTH NEEDS THAT HAVE BEEN IDENTIFIED, BUT NOT SPECIFICALLY TARGETED, IN CHRIST MEDICAL CENTER'S CURRENT COMMUNITY HEALTH IMPROVEMENT PLAN ARE HEART DISEASE, CANCER AND STROKE. CHRIST MEDICAL CENTER IS ADDRESSING THESE HEALTH CONDITIONS THROUGH SPECIFICALLY DESIGNED CLINICAL PROGRAMS AND CURRENT COMMUNITY OUTREACH ACTIVITIES. CHRIST MEDICAL CENTER'S HEART AND VASCULAR INSTITUTE (HVI) IS A PREMIER CARDIAC CARE CENTER IN ILLINOIS, PROVIDING STATE-OF-THE-ART DIAGNOSTICS, INTERVENTION AND REHABILITATION TO ADULTS AND CHILDREN IN OUR SERVICE AREA. HVI PERFORMS MORE OPEN HEART SURGERIES ANNUALLY THAN ANY HOSPITAL IN ILLINOIS. STUDIES SHOW THAT PERFORMING LARGE NUMBERS OF PROCEDURES PRODUCES THE BEST POSSIBLE CLINICAL OUTCOMES, ULTIMATELY BENEFITTING ALL THE PATIENTS WE SERVE IN OUR COMMUNITY. CHRIST MEDICAL CENTER FOR HEART TRANSPLANT AND ASSIST DEVICES HAS ONE OF THE NATION'S LEADING VENTRICULAR ASSIST DEVICE (VAD) PROGRAMS, OFFERING A BRIDGE TO TRANSPLANT THERAPY AND DESTINATION THERAPY FOR PATIENTS WHO ARE NOT TRANSPLANT CANDIDATES. ADDITIONALLY, THE CONGESTIVE HEART FAILURE CLINIC TREATS MORE THAN 1,000 PATIENTS PER YEAR AT ALL STAGES OF HEART FAILURE AND HAS EARNED DISEASE SPECIFIC CERTIFICATION FROM THE JOINT COMMISSION (TJC) AND THE COMPREHENSIVE CARDIAC REHABILITATION PROGRAM IS NATIONALLY CERTIFIED BY THE AMERICAN ASSOCIATION OF CARDIAC AND PULMONARY REHABILITATION. FREQUENT COMMUNITY LECTURES AND HEALTH SCREENINGS INCLUDING BLOOD PRESSURE, BLOOD SUGAR, BODY MASS INDEX AND ANKLE BRACHIAL INDEX FOR PERIPHERAL VASCULAR DISEASE, ARE PROVIDED TO THE COMMUNITY. A PARTNERSHIP WITH THE MUSEUM OF SCIENCE AND INDUSTRY PROVIDES "LIVE FROM THE HEART," A VIDEOCONFERENCE-BASED CARDIOVASCULAR EDUCATION PROGRAM FOR HIGH SCHOOL STUDENTS FROM SUBURBAN AND CHICAGO PUBLIC SCHOOLS. ON THE PEDIATRIC SIDE, THE HEART INSTITUTE FOR CHILDREN IS THE LARGEST PEDIATRIC HEART CENTER IN ILLINOIS, PROVIDING OPEN AND CLOSED HEART SURGERIES AND ATRIAL FIBRILLATION ABLATION TO TREAT CONGENITAL HEART DISEASES. CHRIST MEDICAL CENTER IS HAS AND WILL CONTINUE TO ADDRESS ADULT AND PEDIATRIC CANCER CARE NEEDS OF THE COMMUNITY THROUGH THE EXPERIENCE AND ADVANCED TECHNOLOGIES OF THE CANCER INSTITUTE. EACH YEAR, NEARLY 1,800 NEWLY DIAGNOSED CANCER PATIENTS SEEK CARE AT CHRIST MEDICAL CENTER-THESE VOLUMES HAVE MADE THE MEDICAL CENTER ONE OF THE MOST EXPERIENCED CANCER TREATMENT CENTERS IN ILLINOIS. CHRIST MEDICAL CENTER IS ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS (ACS) AS A CANCER TEACHING MEDICAL CENTER, THE HIGHEST ACS DESIGNATION POSSIBLE FOR A NON-UNIVERSITY MEDICAL CENTER. CHRIST MEDICAL CENTER IS ALSO THE ONLY MEDICAL CENTER IN ILLINOIS AFFILIATED WITH MD ANDERSON CANCER NETWORK, SO THAT TREATMENT IS SUPPORTED BY EXPERT OPINIONS FROM THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER, A NATIONAL LEADER IN CANCER CARE. CHRIST MEDICAL CENTER ALSO OFFERS LEADING-EDGE TECHNOLOGIES, INCLUDING MINIMALLY INVASIVE APPROACHES LIKE CYBERKNIFE RADIOSURGERY, VIDEO-ASSISTED THORACIC SURGERY (VATS) FOR LUNG TUMORS AND ENDOSCOPIC ULTRASOUND TO DETECT TUMORS TOO SMALL TO BE SEEN BY CT OR MRI SCANS. ALONG WITH THE FAMILY PHYSICIAN, CHRIST MEDICAL CENTER ALSO COORDINATES SWIFT DIAGNOSTIC TESTING RESULTS TO HELP REDUCE PATIENT ANXIETY WHILE WAITING FOR RESULTS. COMMUNITY OUTREACH IS AN IMPORTANT COMPONENT TO CANCER CARE. CHRIST MEDICAL CENTER JUST RECENTLY RECEIVED A RICE FOUNDATION GRANT, WHICH PROVIDES FOR DIRECTED EDUCATION AND SCREENING ON COLON CANCER AND COLONOSCOPY TO HIGH-RISK, LOW-INCOME POPULATIONS AS IDENTIFIED BY LOCAL RELIGIOUS CONGREGATIONS. REGULAR FREE SKIN CANCER SCREENINGS ARE ALSO PROVIDED, AS ARE PSA SCREENINGS FOR PROSTATE CANCER. THE KEYSER FAMILY PEDIATRIC CANCER CENTER PROVIDES ONE OF THE LARGEST, MOST COMPREHENSIVE PROGRAMS IN THE MIDWEST TO TREAT CHILDHOOD CANCERS AND BLOOD DISORDERS INCLUDING LYMPHOMAS, LEUKEMIA, BRAIN TUMORS, KIDNEY TUMORS, SICKLE CELL DISEASE, APLASTIC ANEMIA AND PLATELET AND WHITE CELL DISORDERS. THE PEDIATRIC CANCER CENTER IS AN ACTIVE MEMBER OF THE CHILDREN'S ONCOLOGY GROUP, AN INTERNATIONAL RESEARCH ORGANIZATION SPONSORED BY THE NATIONAL CANCER INSTITUTE, DEDICATED TO DEVELOPING STATE-OF-THE-ART TREATMENTS FOR CHILDHOOD CANCERS. COMMUNITY MEMBERS WHO SUFFER A STROKE ARE GUARANTEED THAT EXPERTS AT THE CHRIST MEDICAL CENTER NEUROSCIENCES INSTITUTE WILL APPLY INNOVATIVE SOLUTIONS TO GIVE THEM BETTER OPTIONS FOR COMPLEX PROBLEMS. CHRIST MEDICAL CENTER IS AN ACCREDITED PRIMARY STROKE CENTER THAT TREATS MORE PATIENTS THAN ANYWHERE ELSE IN THE CHICAGO AREA, AND IS EXPERIENCED IN RESPONDING QUICKLY TO SAVE BRAIN CELLS AND PRESERVE QUALITY OF LIFE. THE MEDICAL CENTER WAS RATED BY U.S. NEWS & WORLD REPORT AS A HIGH PERFORMING MEDICAL CENTER IN THE CHICAGO METROPOLITAN REGION IN NEUROLOGY AND NEUROSURGERY, AND HAS A DEDICATED STROKE NAVIGATOR TO GUIDE PATIENTS THROUGH DIAGNOSIS AND TREATMENT. THE NEUROSCIENCES INSTITUTE ALSO PROVIDES SEVERAL MONTHLY STROKE SUPPORT GROUPS AND COMMUNITY EDUCATION OPPORTUNITIES. THE STROKE EDUCATORS REGULARLY PROVIDE EDUCATION REGARDING STROKE RISK FACTORS THROUGHOUT THE TSA AND HAVE AN ONGOING PARTNERSHIP WITH THE ORLAND TOWNSHIP HEALTH SERVICES DEPARTMENT TO PROVIDE FREQUENT EDUCATION TO THEIR HIGH RISK SENIOR POPULATION. ADVOCATE LUTHERAN GENERAL HOSPITAL THE CARDIOVASCULAR RISK FACTORS OF OBESITY, NUTRITION AND LACK OF PHYSICAL ACTIVITY WERE NOT SELECTED AS THE COMMUNITY HEALTH COUNCIL'S ENVIRONMENTAL SCAN SHOWED MULTIPLE COMMUNITY AND HOSPITAL PROGRAMS CURRENTLY ADDRESSING THESE HEALTH NEEDS. LUTHERAN GENERAL HOSPITAL HAS THE FOLLOWING PROGRAMS THAT CURRENTLY ADDRESS THESE HEALTH ISSUES: BARIATRIC AND METABOLIC CENTER FOR WHOLISTIC APPROACH TO WEIGHT LOSS; NUTRITION PROGRAMS; FITNESS CENTER; DIABETES CARE CENTER; AND WEEKLY HEALTH AND WELLNESS LECTURES. SENIOR ISSUES, INCLUDING SCREENINGS AND FLU SHOTS, WERE NOT ADDRESSED AS THE HOSPITAL CURRENTLY HAS PROGRAMS ADDRESSING THESE ISSUES. LUTHERAN GENERAL HOSPITAL'S SENIOR ADVOCATE/OLDER ADULT SERVICES PROVIDES MANY EXISTING COMMUNITY HEALTH SERVICES TO SENIORS INCLUDING HEALTH EDUCATION, PROGRAMMING FOR EARLY DIAGNOSIS/FUNCTIONING DEMENTIA PATIENTS, IMMUNIZATIONS AND HEALTH SCREENINGS. WHILE CANCER IS A LEADING CAUSE OF DEATH AT THE NATIONAL, STATE AND LOCAL LEVELS, NO SPECIFIC CANCER INTERVENTION HAS BEEN DEVELOPED AS A RESULT OF THE CHNA PROCESS. LUTHERAN GENERAL HOSPITAL HAS AN EXISTING COMPREHENSIVE ONCOLOGY PROGRAM. RECOGNIZING THAT 70% OF CANCER PATIENTS NOW LIVE FIVE YEARS OR MORE, LUTHERAN GENERAL HOSPITAL OPENED THE FIRST HOSPITAL-BASED, FREE-STANDING CANCER SURVIVORSHIP CENTER IN ILLINOIS IN 2013. IN ADDITION TO OFFERING DAILY WELLNESS CLASSES FOR CANCER PATIENTS AND T
DESCRIPTION FOR PART V, SEC B, LINE 12I OTHER FACTORS USED IN DETERMINING AMOUNTS CHARGED TO PATIENTS INCLUDE: DECEASED PATIENTS WITH NO ESTATE; HOMELESS PATIENTS, OR PATIENTS WHO RECEIVE CARE IN A HOMELESS CLINIC; PATIENTS WHO QUALIFY FOR A STATE DEPARTMENT OF HUMAN SERVICES (DHS) ASSISTANCE PROGRAM, BUT HAVE NO MEDICAL COVERAGE (E.G., ILLINOIS AMI/GA, FOOD STAMP, PRESCRIPTION, WOMEN, INFANTS AND CHILDREN (WIC), WHY WAIT AND WISE WOMEN PROGRAMS); COUNTY HEALTH CLINIC PATIENTS, LEGAL ASSISTANCE FOUNDATION OF ILLINOIS REFERRALS; INDIVIDUALS WITH A VALID ADDRESS AT LOW-INCOME/SUBSIDIZED HOUSING; INCARCERATED INDIVIDUALS; INCOMPETENT INDIVIDUALS WITH COMPROMISED DIAGNOSES (E.G., SUBSTANCE ABUSE, PSYCHIATRIC); INDIVIDUALS MEETING DEFINED CREDIT REPORTING (OR OTHER EXTERNAL REPORTING) RESULT THRESHOLDS; PATIENTS WITH PRIOR HISTORY OF INABILITY TO MAKE PAYMENTS; PATIENTS WITH COURT FILED OR APPROVED BANKRUPTCY DETERMINATIONS. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 14G ADVOCATE HEALTH AND HOSPITALS CORPORATION COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE 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 FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNAGE IS 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 INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATE'S FINANCIAL ASSISTANCE POLICY AND A FINANCIAL ASSISTANCE APPLICATION ARE GIVEN TO ALL UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATE'S WEBSITE PROMINENTLY NOTES THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE APPLICATION PROCESS, A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY, AND THE FINANCIAL ASSISTANCE APPLICATION. 6. HOSPITAL BILLS TO ALL UNINSURED PATIENTS INCLUDE A REQUEST THAT THE PATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE; AND INCLUDE A SUMMARY OF ADVOCATE'S FINANCIAL ASSISTANCE POLICY, A FINANCIAL ASSISTANCE APPLICATION AND A TELEPHONE NUMBER TO REQUEST FINANCIAL ASSISTANCE. DESCRIPTION FOR PART V, SEC B, LINE 17 ADVOCATE HEALTH AND HOSPITALS CORPORATION DOES NOT PERFORM ACTIONS SUCH AS THOSE LISTED IN LINES 17A-D UNTIL REASONABLE EFFORTS HAVE BEEN MADE TO DETERMINE A PATIENT'S FAP ELIGIBILITY. DESCRIPTION FOR PART V, SEC B, LINE 18E ADVOCATE MAKES REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY UNDER ITS FAP, INCLUDING SENDING A SERIES OF LETTERS AND ATTEMPTING TO WORK WITH THE PATIENT THROUGH THE FINANCIAL COUNSELING PROCESS AND/OR PHONE CALLS. ALL CORRESPONDENCE ASKS THE PATIENT TO NOTIFY THE HOSPITAL IF HE/SHE IS EXPERIENCING "DIFFICULTY IN PAYING YOUR BILL". ADVOCATE ALSO USES EARLY OUT AND PRECOLLECTION VENDORS TO ASSIST IN OBTAINING PAYMENTS OR COLLECTING FINANCIAL ASSISTANCE ELIGIBILITY INFORMATION. THESE VENDORS HAVE THE FOLLOWING LANGUAGE IN THEIR CONTRACT: "VENDOR WILL COMMUNICATE THE ADVOCATE HEALTH CARE POLICY AND GUIDELINE TO ANY PATIENT EXPRESSING A DIFFICULTY IN PAYING THEIR BILL" AND, "VENDOR WILL MAIL THE ADVOCATE HEALTH CARE FINANCIAL ASSISTANCE APPLICATION TO ANY PATIENTS EXPRESSING A DIFFICULTY IN PAYING THEIR BILL". ADVOCATE'S BAD DEBT AGENCY CONTRACTS HAVE THE FOLLOWING LANGUAGE: "AGENCY SHALL EVALUATE EACH PATIENT WHOSE ACCOUNT IS REFERRED TO AGENCY, WHERE THE PATIENT EXPRESSES DIFFICULTY OR INABILITY TO PAY THEIR BILL, FOR ELIGIBILITY UNDER ADVOCATE'S FINANCIAL ASSISTANCE POLICY." VENDOR AND AGENCY CONTRACTS ARE STANDARD ACROSS ADVOCATE'S SYSTEM. DESCRIPTION FOR PART V, SEC B, LINE 20D THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO AN FAP-ELIGIBLE PATIENT FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS BASED ON A SLIDING SCALE PERCENTAGE OF ANNUAL FAMILY INCOME WHICH IS TIED TO THE FPG FAMILY INCOME LIMIT APPLICABLE TO THE PATIENT. FOR A FAMILY WITH INCOME BETWEEN TWO AND THREE TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 5% OF ANNUAL FAMILY INCOME. FOR A FAMILY WITH INCOME BETWEEN THREE AND FOUR TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 10% OF ANNUAL FAMILY INCOME. FOR AN UNINSURED FAMILY WITH INCOME BETWEEN FOUR AND SIX TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 25% OF ANNUAL FAMILY INCOME.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?193
Name and address Type of Facility (describe)
1 ABMC BroMenn Outpatient Center
3024 E Empire Street
Bloomington,IL61704
Patient Care - Out Patient
2 ABMG Town & Country
105 S Major St
Eureka,IL61530
Patient Care - Out Patient
3 ABMG Town & Country
415 W Front
Roanoke,IL61561
Patient Care - Out Patient
4 ABMG Healthpoint
1437 E College Ave
Normal,IL61761
Patient Care - Out Patient
5 ABMG Fairbury Medical Associates
115 E Walnut
Fairbury,IL61739
Patient Care - Out Patient
6 ABMG Sugar Creek Medical I
1302 Franklin Ave Suite 1100
Normal,IL61761
Patient Care - Out Patient
7 ABMG Sugar Creek Medical II
1302 Franklin Ave Suite 2500
Normal,IL61761
Patient Care - Out Patient
8 ABMG Crossroads Medical
128 W Main St
Lexington,IL61753
Patient Care - Out Patient
9 ABMG Crossroads Medical
385 S Orange St
El Paso,IL61738
Patient Care - Out Patient
10 ABMG Crossroads Medical
307 W Main St
Lexington,IL61753
Patient Care - Out Patient
11 ABMG Twin Cities Behavioral HealthEAP
403 Virginia Ave
Normal,IL61761
Patient Care - Out Patient
12 ABMG Twin Cities Behavioral HealthEAP
403 Virginia Ave 2nd Floor
Normal,IL61761
Patient Care - Out Patient
13 ABMG Twin Cities Behavioral HealthEAP
303 N Hershey Rd Suite 2C
Bloomington,IL61761
Patient Care - Out Patient
14 ABMG Medical Hills Internists
1401 Eastland Dr
Bloomington,IL61701
Patient Care - Out Patient
15 ABMG LeRoy Family Medicine
911 S Chestnut
Leroy,IL61752
Patient Care - Out Patient
16 ABMG Illinois Heart & Lung-Pontiac Offc
1508 W Reynolds Suite A
Pontiac,IL61764
Patient Care - Out Patient
17 ABMG Illinois Heart & Lung-Billing Offc
1300 Franklin Ave
Normal,IL61761
Patient Care - Out Patient
18 ABMG IL Heart & Lung Assc Pulmonologists
1302 Franklin Ave
Normal,IL61761
Patient Care - Out Patient
19 ABMG ABMG Central Billing Office
306 Eldorado
Bloomington,IL61702
Office - No Patient Care
20 ABMCAEH ABMC Landmark Drive Location
207 Landmark
Normal,IL61761
Office - Other
21 ABMCAEH Materials Management
1011-1015 E Lafayette St
Bloomington,IL61701
Office - No Patient Care
22 Advanced MRI (AMRI)
2204 Eastland Drive Suite 200
Bloomington,IL61701
Patient Care - Out Patient
23 ABMCAEH POB Building
1300 Franklin Ave
Normal,IL61761
Patient Care - Out Patient
24 ABMCAEH Medical Office Building
1302 Franklin
Normal,IL61761
Patient Care - Out Patient
25 ABMCAEH Home HealthHospiceComm Health
407 E Vernon
Normal,IL61761
Patient Care - Out Patient
26 ABMCAEH Communtiy Cancer Ctr-Cyberknife
407 E Vernon
Normal,IL61761
Patient Care - Out Patient
27 ABMCAEH Franklin Avenue Building
900 Franklin Ave
Normal,IL61761
Patient Care - Out Patient
28 ABMCAEH Community Healthcare Clinic
902 Franklin Ave
Normal,IL61761
Patient Care - Out Patient
29 ABMCAEH Mecherle Hall
VA at Franklin
Normal,IL61761
Office - No Patient Care
30 ABMCAEH Land (was apartment building)
702 W Virginia
Normal,IL61761
Residential
31 ABMCAEH IL Heart & Lung Cardiology Assc
1302 Franklin Ave MOB 4500
Normal,IL61761
Patient Care - Out Patient
32 ABMCAEH Office Building-Adv Phys Ptnrs
3004 General Electric Road
Bloomington,IL61704
Patient Care - Out Patient
33 ACL Lab Service Center - Parkside
1875 Dempster St Suite 504
Park Ridge,IL60068
Patient Care - Out Patient
34 ACL Lab Service Center
3048 N Wilton Lab
Chicago,IL60657
Patient Care - Out Patient
35 ACL Lab Service Center
1775 Ballard Road LL
Park Ridge,IL60068
Patient Care - Out Patient
36 ACL Lab Service Center
1870 West Galena Blvd
Aurora,IL60506
Patient Care - Out Patient
37 AHC Irving and Western
4025 North Western Avenue
Chicago,IL60618
Patient Care - Out Patient
38 AHC Sykes Health Center - WALK-IN CARE
2545-55 South Martin Luther King Dr
Chicago,IL60616
Patient Care - Out Patient
39 AHC Orland Sqr Health Ctr WALK-IN-CARE
29 Orland Square Drive
Orland Park,IL60462
Patient Care - Out Patient
40 AHC Beverly Health Facility-WALK-IN CARE
9831 South Western Avenue
Chicago,IL60643
Patient Care - Out Patient
41 AHC Logan Square Health Facility
2511 North Kedzie
Chicago,IL60647
Patient Care - Out Patient
42 AHC Evergreen Health Facility I-NAME CHG
1357 W 103rd Street Suites 100
Chicago,IL60643
Patient Care - Out Patient
43 AHC Southeast Health Facility
2301 East 93rd St Ste 117 2nd 3
Chicago,IL60617
Patient Care - Out Patient
44 AHC Burbank Health Facility
4901 West 79th Street
Burbank,IL60459
Patient Care - Out Patient
45 AHC Oak Park - North Ave Health Facility
6434 West North Avenue
Oak Park,IL60639
Patient Care - Out Patient
46 AHC South Holland
100 West 162nd Street
South Holland,IL60473
Patient Care - Out Patient
47 AHC Six Corners
4211 North Cicero Suite 308 306
Chicago,IL60641
Patient Care - Out Patient
48 AHC EvergreenEvergreen Peds-NAME CHANGE
9730 South Western Avenue Suite 50
Evergreen Park,IL60805
Patient Care - Out Patient
49 AHC Evergreen Plaza - UM
9730 South Western Avenue Suite 73
Evergreen Park,IL60805
Patient Care - Out Patient
50 AHC Halsted & Blackhawk Health Facility
1460 N Halsted Avenue
Chicago,IL60614
Patient Care - Out Patient
51 AHC Palos
7620 W 111th Street
Palos Hills,IL60465
Patient Care - Out Patient
52 AHC West Suburban - UM Office
3 Erie Court
Oak Park,IL60439
Patient Care - Out Patient
53 AHC Frankfort
328 N LaGrange Road
Frankfort,IL60423
Patient Care - Out Patient
54 AHC Southwest Highway
11824 Southwest Highway Suites 135
Palos Heights,IL60463
Patient Care - Out Patient
55 AIS Advocate Health & Hospitals Corp
114 Skokie Blvd
Wilmette,IL60091
Patient Care - Out Patient
56 AMG Advocate Medical Group - Des Plaines
701 Lee StSTE LL 100 110 300
Des Plaines,IL60016
Patient Care - Out Patient
57 AMG Grand Oaks Health Ctr Hollister grv
1800 Hollister Drive Suite G2
Libertyville,IL60048
Patient Care - Out Patient
58 AMG PEDS - Deerfield
720 Osterman Avenue 103
Deerfield,IL60015
Patient Care - Out Patient
59 AMG Family Practice - Arlington Heights
825 East Golf Road
Arlington Heights,IL60005
Patient Care - Out Patient
60 AMG Internal Medicine - Buffalo Grove
214 McHenry Road Suites B19 B20
Buffalo Grove,IL60089
Patient Care - Out Patient
61 AMG Great Lakes REIT (GLR) Internal Med
27790 West Highway 22 Bldg 1 Sui
Barrington,IL60010
Patient Care - Out Patient
62 AMG Olympia Fields AMG (was MPG)
4001 Vollmer Road
Olympia Fields,IL60461
Patient Care - Out Patient
63 AMG Olympia Fields Corp & Phys Therapy
20110 Governors Highway
Olympia Fields,IL60461
Patient Care - Out Patient
64 AMG Orland Pk ClOrland Pk Surgical ctr
9550 W 167th Street
Orland Park,IL60467
Patient Care - Out Patient
65 AMG Libertyville Office Building
716 S Milwaukee Avenue
Libertyville,IL60048
Patient Care - Out Patient
66 AMG Medical Office Building
3000 North Halsted Street Suites 2
Chicago,IL60657
Patient Care - Out Patient
67 AMG Doctors Office
3040 North Wilton
Chicago,IL60657
Patient Care - Out Patient
68 AMG Gartner Dentistry Building
811 West Wellington Avenue
Chicago,IL60657
Patient Care - Out Patient
69 AMG Lakeview School Based Health Center
4015 N Ashland Avenue Rm 103
Chicago,IL60657
Patient Care - Out Patient
70 AMG Amundsen School Based Health Center
5110 N Damen Avenue Rm 307
Chicago,IL60625
Patient Care - Out Patient
71 AMG Ivy Physicians Group
2437 N Southport Avenue 1st Floor
Chicago,IL60614
Patient Care - Out Patient
72 AMG Family Practice at Ravenswood
4600 N Ravenswood Avenue
Chicago,IL60640
Patient Care - Out Patient
73 AMG Ravenswood Medical Group
1945 W Wilson Avenue 4th Floor
Chicago,IL60640
Patient Care - Out Patient
74 AMG Illinois Masonic Physician Group
4211 N Cicero Suite 300
Chicago,IL60641
Patient Care - Out Patient
75 AMG Chicago (Medicine &Surgery)(was MPG)
11250 S Western
Chicago,IL60643
Patient Care - Out Patient
76 AMG Olympia Flds Cancer Cr Inst(was MPG)
3700 W 203rd Street
Olympia Fields,IL60461
Patient Care - Out Patient
77 Advocate Medical Group - Glenview
1255 Milwaukee Road
Glenview,IL60025
Patient Care - Out Patient
78 Advocate Medical Group - Parkside Ctr
1875 W Dempster Street Suite 525
Park Ridge,IL60068
Patient Care - Out Patient
79 Advocate Medical Group - Richton Park
4511 Sauk Trail
Richton Park,IL60471
Patient Care - Out Patient
80 Advocate Medical Group - Oak Lawn
4712 W 103rd Street
Oak Lawn,IL60453
Patient Care - Out Patient
81 Advocate Medical Group - Wauconda
224 Brown Street
Wauconda,IL60522
Patient Care - Out Patient
82 Advocate Medical Group - Hyde Park
1301 E 47th Street Unit 2
Chicago,IL60615
Patient Care - Out Patient
83 Advocate Medical Group - Southeast
2301 E 93rd Street Suite 213
Chicago,IL60617
Patient Care - Out Patient
84 AMG - MUNDELEIN INTERNAL MEDICINE
550 N Lake Street
Mundelein,IL60060
Patient Care - Out Patient
85 AMG-Lockport Primary Care
1206 E 9th Street Suite 210
Lockport,IL60441
Patient Care - Out Patient
86 Advocate Medical Group - Hyde Park
1515 E 52nd Place Unit 5
Chicago,IL60615
Patient Care - Out Patient
87 Advocate Med Grp-Heart & Vasc of IL
3118 N Ashland Avenue
Chicago,IL60657
Patient Care - Out Patient
88 Advocate Medical Group - Metrodocs
431 Lakeview Court
Mount Prospect,IL60056
Patient Care - Out Patient
89 Advocate Medical Group - Posen
2590 W Walter Zimny Drive
Posen,IL60469
Patient Care - Out Patient
90 Advocate Medical Grp-Heart & Vasc of IL
5151 W 95th Street 2nd Floor
Oak Lawn,IL60453
Patient Care - Out Patient
91 AMG Midwest Heart Specialists-Downers Gr
3825 Highland Ave Suite 400
Downers Grove,IL60515
Patient Care - Out Patient
92 AMG Midwest Heart Specialists-Naperville
801 S Washington 4th Floor
Naperville,IL60540
Patient Care - Out Patient
93 AMG Midwest Heart Specialists-Elmhurst
133 E Brush Hill Rd Suite 202
Elmhurst,IL60126
Patient Care - Out Patient
94 AMG Midwest Heart Specialists Winfield
25 N Winfield Rd Suite 301
Winfield,IL60190
Patient Care - Out Patient
95 AMG Midwest Heart Specialists-Hoffman Es
1555 Barrington Rd Suite 3200
Hoffman Estates,IL60194
Patient Care - Out Patient
96 AMG Midwest Heart Specialists-Barrington
27750 W Highway 22 Suite 240
Barrington,IL60010
Patient Care - Out Patient
97 AMG MPCChrist POB
4440 W 95th Street Suite 108
Oak Lawn,IL60453
Patient Care - Out Patient
98 AMG MPC - Hope
4440 W 95th St Suite 1100H
Oak Lawn,IL60453
Patient Care - Out Patient
99 AMG MPC - Oak Lawn
4700 W 95th Street Suite 205
Oak Lawn,IL60453
Patient Care - Out Patient
100 AMG MPC - Billing Office
621 Plainfield Road Suite 105
Willowbrook,IL60527
Office - No Patient Care
101 AMG MPC - Naperville
1020 E Ogden Ave Suite 302
Naperville,IL60563
Patient Care - Out Patient
102 AMG MPC - Munster
800 MacArthur Blvd Suite 3
Munster,IN46321
Patient Care - Out Patient
103 AMG MPC - Aurora
2020 Ogden Avenue Suite 400
Aurora,IL60504
Patient Care - Out Patient
104 AMG MPC -Lockport
1206 9thStreet Suite 310
Lockport,IL60441
Patient Care - Out Patient
105 AMG MPC -Crest Hill
16151 Weber Road Unit 107
Crest Hill,IL60403
Patient Care - Out Patient
106 AMG MPC - Merillville
209 E 86th Place Suite D
Merrillville,IN46410
Patient Care - Out Patient
107 AMG MPC - Rockford
5701 Strathmoor Dr Suite 1 3
Rockford,IL61107
Patient Care - Out Patient
108 AMG Midwest Pediatric Cardiology - MHS
1555 Barrington Rd Suite 3200
Hoffman Estates,IL60169
Patient Care - Out Patient
109 AMG MACC - Cicero
10837 S Cicero Ave Suite 200 110
Oak Lawn,IL60453
Patient Care - Out Patient
110 AMG MACC-Ridgeland
9830 S Ridgeland Avenue
Chicago Ridge,IL60415
Patient Care - Out Patient
111 AMG MACC - Ravnia
14741 Ravinia Drive
Orland Park,IL60467
Patient Care - Out Patient
112 AMG MACC - South Suburban POB
17850 S Kedzie Ave Suite 3250
Hazel Crest,IL60429
Patient Care - Out Patient
113 AMG MACC - Trinity
2301/2315 E 93rd St Suite 222
Chicago,IL60617
Patient Care - Out Patient
114 AMG MACC - Hickory Cardiac Care
3611 W 183rd Street
Hazel Crest,IL60429
Patient Care - Out Patient
115 AMG MACC - St James POB
3800 Burke Drive Suite 201
Olympia Fields,IL60449
Patient Care - Out Patient
116 AMG Tinley Park Medical Office
16750 South 80th Avenue Suite B
Tinley Park,IL60477
Patient Care - Out Patient
117 AMG Downers Grove Internists
3825 Highland Avenue Suite 5B
Downers Grove,IL60515
Patient Care - Out Patient
118 AMG Swedish Covenant
5140 N California Ave Suite 505
Chicago,IL60625
Patient Care - Out Patient
119 AMG Center for Advanced Cardiology
1875 Dempster Suite 580 585 590
Park Ridge,IL60068
Patient Care - Out Patient
120 AMG 87th & Greenwood
1111 E 87th Street Suite 900A
Chicago,IL60619
Patient Care - Out Patient
121 AMG Hampshire
1000 S State Street
Hampshire,IL60140
Patient Care - Out Patient
122 AMG Doctors of the North Shore
6131 W Dempster Street
Morton Grove,IL60053
Patient Care - Out Patient
123 AMG Bartlett
1054 Norwood Lane
Bartlett,IL60103
Patient Care - Out Patient
124 AMG Pulaski
10627 S Pulaski
Chicago,IL60655
Patient Care - Out Patient
125 AMG Park Ridge Pediatric Nephrology
1480 Renaissance Dr Suite 211
Park Ridge,IL60068
Patient Care - Out Patient
126 AMG Alpine Family Medicine
350 Surryse Road Suite 100
Lake Zurich,IL60047
Patient Care - Out Patient
127 AMG Alexian Brothers
800 Biesterfield Road Suite 645
Elk Grove Village,IL60007
Office - No Patient Care
128 AMG Primary Care Specialists
150 N River Road
Des Plaines,IL60016
Patient Care - Out Patient
129 AMG East Glenview
2401 Ravine Way
Glenview,IL60025
Patient Care - Out Patient
130 AMG Libertyville Winchester
1870 Winchester Road Suite 143
Libertyville,IL60048
Patient Care - Out Patient
131 AMG Glenbrook
2551 Compass Drive
Glenview,IL60026
Patient Care - Out Patient
132 AMG Lemont
6319 S Fairview
Wesmont,IL60559
Patient Care - Out Patient
133 Christ Ambulatory Building
4440 West 95th Street
Oak Lawn,IL60453
Patient Care - In Patient
134 Christ Physician's Offices
11745 Southwest Highway
Palos Heights,IL60463
Patient Care - Out Patient
135 Christ Physician's Offices
4151 Naperville Road
Lisle,IL60532
Patient Care - Out Patient
136 Christ High Tech Offices - Hospital
11800 Southwest Highway
Palos Heights,IL60463
Patient Care - Out Patient
137 Christ Development Center
4546 West 95th Street
Oak Lawn,IL60453
Patient Care - Out Patient
138 Christ Physician's Offices
9848 South Roberts Road
Palos Heights,IL60465
Patient Care - Out Patient
139 Christ Family Practice
4140 West Southwest Highway
Hometown,IL60456
Patient Care - Out Patient
140 Christ POB
4400 West 95th St Suites Various
Oak Lawn,IL60453
Patient Care - Out Patient
141 Christ Women's Health Center
18210 South LaGrange Road Suite 20
Tinley Park,IL60477
Patient Care - Out Patient
142 Christ ACMC - Outpatient Ctr Lockport
1206 E 9th Street Suites 110 170
Lockport,IL60441
Patient Care - Out Patient
143 Christ Advocate PTOT
12340-50 S Harlem Avenue
Palos Heights,IL60463
Patient Care - Out Patient
144 Christ Breast Health Center
4545 W 103rd Street
Oak Lawn,IL60453
Patient Care - Out Patient
145 Christ Rotunda Medical Building
4340 West 95th St Ste XXX-XX-XXXX
Oak Lawn,IL60453
Patient Care - Out Patient
146 FCN Bolingbrook Quadrangle Building C
391 Quadrangle Drive N-4
Bolingbrook,IL60440
Patient Care - Out Patient
147 Good Samaritan Hospital Cancer Care Ctr
3745 Highland Avenue
Downers Grove,IL60515
Patient Care - In Patient
148 Good Samaritan North Pavilion
3743 Highland Avenue
Downers Grove,IL60515
Patient Care - Out Patient
149 Good Samaritan Wellness Center
3551 Highland Avenue
Downers Grove,IL60515
Patient Care - Out Patient
150 Midwest Center For Day Surgery
3811 Highland Avenue
Downers Grove,IL60515
Patient Care - Out Patient
151 Good Samaritan POB Tower 1
3825 Highland Avenue Suites 2J 4H
Downers Grove,IL60515
Patient Care - Out Patient
152 Good Samaritan POB Tower 2
3825 Highland Avenue Suites 103 1
Downers Grove,IL60515
Patient Care - Out Patient
153 Good Samaritan Woodridge Imaging Center
7530 Woodward Avenue
Woodridge,IL60517
Patient Care- Out Patient
154 GOOD SAM LEMONT WALK-IN CLINRADIOLOGY
15900 W 127th Street Suites 100
Lemont,IL60439
Patient Care - Out Patient
155 GOOD SAMARITAN HOSPITAL OUTPATIENT CTR
6840 Main Street 1st Floor Suite
Downers Grove,IL60515
Patient Care - Out Patient
156 Good Shepherd Hospital
450 West Highway 22
Barrington,IL60010
Patient Care - In Patient
157 GOOD SHEPHERD HEALTH & FITNESS CENTER
1301 South Barrington Road
Barrington,IL60005
Patient Care - Out Patient
158 GOOD SHEPHERD North Suburban Clinic
2575 Algonquin Road
Algonquin,IL601029403
Patient Care - Out Patient
159 Good Shepherd POB Building 1
27790 W Hhwy 22 Ste XXX-XX-XXXX
Barrington,IL60010
Patient Care - Out Patient
160 Good Shepherd POB Building 2
27750 W Hhwy 22Ste G50G60140210
Barrington,IL60010
Patient Care - Out Patient
161 GOOD SHEPHERD Briarwood Building
2272 Countyline Road Suites 100 2
Algonquin,IL60102
Patient Care - Out Patient
162 GSH Advocate Adult & Pediatric Rehab
5150 Northwest Highway
Crystal Lake,IL60014
Patient Care - Out Patient
163 Good Shepherd Outpatient Center &Img Ctr
525 Congress Parkway 1st Floor 2
Crystal Lake,IL60014
Patient Care - Out Patient
164 GSH Lake Zurich Breast Imaging Center
350 Surryse Road Suites 140 150
Lake Zurich,IL60047
Patient Care - Out Patient
165 GOOD SHEPHERD Imaging Center
2284 W Countyline Road
Algonquin,IL60014
Patient Care - Out Patient
166 Advocate Lutheran General Hospital
1775 Dempster Street
Park Ridge,IL60068
Patient Care - In Patient
167 Lutheran General Parkside Center
1875 Dempster Street
Park Ridge,IL60068
Patient Care - Out Patient
168 Lutheran General East Pavillion
1775 Western Avenue
Park Ridge,IL60068
Patient Care - Out Patient
169 LUTH GEN YACKTMAN CHILDREN'S PAVILLION
1675 Dempster Street
Park Ridge,IL60068
Patient Care - Out Patient
170 Lutheran General Nesset Health Center
1775 Ballard Road
Park Ridge,IL60068
Patient Care - Out Patient
171 LUTH GEN CENTER FOR ADVANCED CARE
1700 Lutheran Lane
Park Ridge,IL60068
Patient Care - Out Patient
172 LUTHERAN GENERAL GOLF SURGICAL CENTER
8901 Golf Road
Des Plaines,IL60016
Patient Care - Out Patient
173 LUTHERAN GENERAL Cardiac Risk
8820 Dempster Street
Park Ridge,IL60068
Patient Care - Out Patient
174 LUTH GENERAL Adult Down Syndrome Clinic
1610 Luther Lane
Park Ridge,IL60068
Patient Care - Out Patient
175 LUTHERAN GENERAL Vacant
1999 Dempster Street
Park Ridge,IL60068
Patient Care - Out Patient
176 Occupational Health - Downers Grove Ctr
3551 Highland Avenue Suite 200
Downers Grove,IL60515
Patient Care - Out Patient
177 Occupational Health - Elk Grove Center
1502 Elmhurst Road
Elk Grove Village,IL60007
Patient Care - Out Patient
178 Occupational Health LGOHC-I
7255 Caldwell
Niles,IL60714
Patient Care - Out Patient
179 Occupational Health- Hazel Crest Center
17850 South Kedzie Avenue Suite 11
Hazel Crest,IL60429
Patient Care - Out Patient
180 Occupational Health-Tinley Park Center
18210 South LaGrange Road Suite 21
Tinley Park,IL60477
Patient Care - Out Patient
181 Occupational Health - Lake Zurich Center
350 Surryse Road
Lake Zurich,IL60047
Patient Care- Out Patient
182 Advocate South Suburban Hospital
17800 S Kidzie
Hazel Crest,IL60429
Patient Care - In Patient
183 SOUTH SUBURBAN Frankfort Medical Office
20325 South Graceland Lane
Frankfort,IL60423
Patient Care - Out Patient
184 South Suburban Hosp - Crete Location
1024-1036 E Steger Road 4 Suites
Crete,IL60417
Patient Care- Out Patient
185 South Suburban POB
17850 S KedzieSte LL 1 2 LL St
Hazel Crest,IL60429
Patient Care - Out Patient
186 South Suburban Hospital Cancer Center
17750 S Kedzie
Hazel Crest,IL60429
Patient Care - Out Patient
187 South Suburban Med Office & Sleep Center
16532 Oak Park Avenue Suite LL1
Tinley Park,IL60477
Patient Care - Out Patient
188 Advocate Trinity Hospital
2320 East 93rd Street
Chicago,IL60617
Patient Care - In Patient
189 Trinity POB
2301-2315 E 93rd StSte XXX-XX-XXXX
Chicago,IL60617
Patient Care - Out Patient
190 Sleep Center
1111 E 87th Street Suite 500
Chicago,IL60617
Patient Care- Out Patient
191 Wound Care Clinic
8751 S Greenwood Suite 600 100
Chicago,IL60619
Patient Care- Out Patient
192 Advocate Bethany Hospital POB Building
414 South Homan
Chicago,IL60624
Patient Care - Out Patient
193 Advocate Bethany Hospital POB Building
3410 West Van Buren
Chicago,IL60624
Patient Care - Out Patient
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
DESCRIPTION FOR PART V, SEC B, LINE 1J N/A DESCRIPTION FOR PART V, SEC B, LINE 3 ADVOCATE CHRIST MEDICAL CENTER IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, CHRIST MEDICAL CENTER CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVE(S) FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE MEDICAL CENTER'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL MEDICAL CENTER STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. CHRIST MEDICAL CENTER COMMUNITY HEALTH COUNCIL MEMBERS - VICE PRESIDENT, CLINICAL TRANSFORMATION, CHRIST MEDICAL CENTER - COORDINATOR, COMMUNITY RELATIONS, CANCER INSTITUTE, CHRIST MEDICAL CENTER - COORDINATOR, COMMUNITY RELATIONS, HEART AND VASCULAR INSTITUTE, - CHRIST MEDICAL CENTER - COORDINATOR, COMMUNITY RELATIONS, ADVOCATE CHILDREN'S HOSPITAL - VICE PRESIDENT, PUBLIC AFFAIRS AND MARKETING, ADVOCATE CHILDREN'S HOSPITAL - PLANNING MANAGER, BUSINESS DEVELOPMENT, CHRIST MEDICAL CENTER - REGIONAL VICE PRESIDENT, BUSINESS DEVELOPMENT, CHRIST MEDICAL CENTER - FINANCIAL ADVISOR, COMMUNITY REPRESENTATIVE/MEMBER, CHRIST MEDICAL CENTER - GOVERNING COUNCIL - HEALTH ADMINISTRATOR, COMMUNITY REPRESENTATIVE/MEMBER, CHRIST MEDICAL CENTER GOVERNING COUNCIL - VICE PRESIDENT, MISSION AND SPIRITUAL CARE, CHRIST MEDICAL CENTER - DIRECTOR, BUSINESS DEVELOPMENT, CHRIST MEDICAL CENTER *COMMITTEE MEMBERSHIP IS CURRENTLY UNDER REVIEW WITH EXPANSION TO FOLLOW. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE TEAM IDENTIFIED THE MEDICAL CENTER SERVICE AREA'S KEY HEALTH NEEDS AND THEN EMPLOYED A PRIORITY-SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. THIS PROCESS INCLUDED AN EXAMINATION OF BOTH THE MEDICAL CENTER'S AND THE COMMUNITY'S ISSUES/CHALLENGES AND ASSETS, AND DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. INPUT FROM OTHER COMMUNITY HEALTH REPRESENTATIVES INCLUDED: - STUDENT HEALTH SPECIALIST, OFFICE OF STUDENT HEALTH AND WELLNESS, CHICAGO PUBLIC SCHOOLS - SOURCE OF INFORMATION: MEETINGS AND INTERVIEWS - VICE PRESIDENT, HEALTH OPERATIONS, AUNT MARTHA'S HEALTH CENTER - SOURCE OF INFORMATION: MEETINGS - VICE PRESIDENT, OPERATIONS, RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA - SOURCE OF INFORMATION: MEETINGS - CO-FOUNDER/EXECUTIVE DIRECTOR, ARAB AMERICAN FAMILY SERVICES - SOURCE OF INFORMATION: MEETINGS - PASTORS/CONGREGATIONAL LEADERS, SOUTHWEST SUBURBAN CONGREGATION COLLABORATION - - SOURCE OF INFORMATION: MEETINGS ADVOCATE LUTHERAN GENERAL HOSPITAL IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, ADVOCATE LUTHERAN GENERAL HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVES FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COUNCIL GAPS IN EXPERTISE. THE TITLES OF THE COMMUNITY HEALTH COUNCIL MEMBERS AND THE NAMES OF THE ORGANIZATIONS REPRESENTED ARE PROVIDED BELOW. LUTHERAN GENERAL HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS LUTHERAN GENERAL HOSPITAL INTERNAL MEMBERS: - DIRECTOR, COMMUNITY AND HEALTH RELATIONS - VP, MISSION AND SPIRITUAL CARE - DIRECTOR, OLDER ADULT SERVICES - DIRECTOR, PUBLIC AFFAIRS AND MARKETING - STRATEGIC SPECIALIST, BUSINESS DEVELOPMENT - EXECUTIVE CLINICAL DIRECTOR, HEART/VASCULAR/CC/ED/TRAUMA DIRECTOR, OPERATIONS-REHAB/OUT PATIENT PSYCHOLOGY/NEUROLOGY - MANAGER, MENTAL HEALTH SERVICES - ADVOCATE MEDICAL GROUP COMMUNITY RELATIONS REPRESENTATIVE - BEHAVIORAL HEALTH AND ADVOCATE ADDICTION TREATMENT PROGRAM COMMUNITY MEMBERS: - GOVERNING COUNCIL MEMBER, LUTHERAN GENERAL HOSPITAL; SUPERINTENDENT, ROUNDOUT SCHOOL DISTRICT #72 - GOVERNING COUNCIL MEMBER, LUTHERAN GENERAL HOSPITAL; VP, US BANK - DIRECTOR, CHRONIC DISEASE PREVENTION & HEALTH PROMOTION, COOK COUNTY DEPARTMENT OF HEALTH - PROGRAM DIRECTOR, NATIONAL ALLIANCE FOR MENTAL ILLNESS (NAMI) - ASSISTANT DIRECTOR, MAINE TOWNSHIP-MAINESTAY YOUTH/FAMILY SERVICES - SENIOR DIRECTOR, COMMUNITY HEALTH, AMERICAN HEART ASSOCIATION - CHIEF OF POLICE, PARK RIDGE - ENVIRONMENTAL HEALTH OFFICER, PARK RIDGE - MENTAL HEALTH SERVICES DIRECTOR, LUTHERAN SOCIAL SERVICES (LSSI) - ASSISTANT PRINCIPAL, DISTRICT 207 - FACILITATOR OF SCHOOL HEALTH SERVICES, DISTRICT 64 - MEMBER, PARK RIDGE HEALTHY COMMUNITY PARTNERSHIP AND JOINT COMMUNITY RECOVERY RESPONSE TEAM - MEMBER, DES PLAINES HEALTHY COMMUNITY PARTNERSHIP THE HOSPITAL'S COMMUNITY HEALTH COUNCIL MEMBERS ATTENDED TWO CHNA WORKSHOPS HOSTED BY THE SYSTEM AND THAT WERE DESIGNED TO EDUCATE HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS ON HOW TO CONDUCT AN ASSESSMENT AND HOW TO FIND RELIABLE DATA SOURCES. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE TEAM IDENTIFIED THE HOSPITAL SERVICE AREA'S KEY HEALTH NEEDS AND THEN EMPLOYED A PRIORITY-SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. THIS PROCESS INCLUDED AN EXAMINATION OF BOTH THE HOSPITAL'S AND THE COMMUNITY'S ISSUES/CHALLENGES AND ASSETS, AND DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. ADVOCATE LUTHERAN GENERAL HOSPITAL'S CHNA RESULTS AND SELECTED PRIORITIES WERE SHARED WITH THE HOSPITAL'S GOVERNING COUNCIL DURING EACH OF THE FIRST TWO YEARS OF THE THREE-YEAR PROCESS, WITH FULL ENDORSEMENT OF THE HOSPITAL'S COMMUNITY HEALTH PLAN BY ITS GOVERNING COUNCIL ON NOVEMBER 11, 2013. INPUT FROM OTHER COMMUNITY HEALTH REPRESENTATIVES INCLUDED: - SCHOOL DISTRICT 64 - SCHOOL DISTRICT 207 - CHIEF OF POLICE, PARK RIDGE - POLICE CHIEF ADVISORY TASK FORCE, PARK RIDGE - REGION 9 EMS FIRE DEPARTMENT DATA - DES PLAINES, PARK RIDGE, AND NILES POLICE DEPARTMENTS - LUTHERAN GENERAL HOSPITAL EMERGENCY MEDICAL SERVICES (EMS); LUTHERAN GENERAL EMS RESOURCE HOSPITAL FOR PARK RIDGE, NILES, MORTON GROVE, NORTH MAINE AND GLENVIEW - PARK RIDGE HEALTHY COMMUNITY PARTNERSHIP - DES PLAINES HEALTHY COMMUNITY PARTNERSHIP - VILLAGE OF NILES - VILLAGE OF GLENVIEW - VILLAGE OF MORTON GROVE - PARK RIDGE HEALTH COMMISSION - PARK RIDGE HUMAN NEEDS TASK FORCE - PARK RIDGE CHAMBER OF COMMERCE HEALTH CARE FORUM - JOINT COMMUNITY RECOVERY RESPONSE TEAM - DIRECTOR OF EPIDEMIOLOGY, COOK COUNTY DEPARTMENT OF HEALTH - PARK RIDGE COMMUNITY FUND - MEMBERS OF PARK RIDGE AND NILES MINISTERIAL ASSOCIATIONS - FAITH COMMUNITIES - DIRECTOR, COUNCIL OF ADVISORS, LUTHERAN GENERAL HOSPITAL - PATIENT ADVISORY COUNCILS, LUTHERAN GENERAL HOSPITAL - MEMBERS OF THE HEALTHIER PARK RIDGE PROJECT - COMMUNITY LEADERS, SOUTH ASIAN, KOREAN AND POLISH COMMUNITIES - FOCUS GROUP PARTICIPANTS ADVOCATE GOOD SAMARITAN HOSPITAL IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, GOOD SAMARITAN HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVE(S) FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES/CREDENTIALS AND AFFILIATIONS OF THE REPRESENTATIVES ON THE COMMUNITY HEALTH COUNCIL ARE PROVIDED BELOW. COMMUNITY HEALTH COUNCIL MEMBERS (VIA FACE-TO-FACE MEETINGS) - PRESIDENT & CEO - DOWNERS GROVE AREA CHAMBER OF COMMERCE & INDUSTRY - PUBLIC INFORMATION OFFICER- DOWNERS GROVE FIRE DEPARTMENT - LIEUTENANT FIREFIGHTER, EMT, PARAMEDIC - DOWNERS GROVE FIRE DEPARTMENT - PUBLIC EDUCATION MANAGER - DOWNERS GROVE POLICE DEPARTMENT - EXECUTIVE DIRECTOR - DUPAGE COUNTY HEALTH DEPARTMENT - EXECUTIVE DIRECTOR - DUPAGE SENIOR CITIZENS COUNCIL - EXECUTIVE DIRECTOR - INDIAN BOUNDARY YMCA - EXECUTIVE DIRECTOR - XILIN CENTER - EXECUTIVE DIRECTOR - ACCESS DUPAGE - ASSISTANT SUPERINTENDENT OF CURRICULUM AND INSTRUCTION - DOWNERS GROVE SCHOOL DISTRICT 58 - NURSE CARE MANAGER - CANTATA ADULT SERVICES - MANAGER - PEACE MEMO
GOOD SHEPHERD HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS - SENIOR PASTOR, LUTHERAN CHURCH OF ATONEMENT/CHAIRPERSON AND MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - DIRECTOR, COMMUNITY RELATIONS, GOOD SHEPHERD HOSPITAL - VICE PRESIDENT, AMBULATORY SERVICES AND OPERATIONS, GOOD SHEPHERD HOSPITAL - SOFT COMPUTER-IT CONSULTANT (HISPANIC COMMUNITY) - EDUCATION CONSULTANT, REGIONAL OFFICE OF EDUCATION, LAKE COUNTY/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - PRESIDENT, CORNERSTONE BANK/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - SENIOR PASTOR, FIRST CONGREGATIONAL CHURCH, CRYSTAL LAKE/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - VICE PRESIDENT, MISSION AND SPIRITUAL CARE, GOOD SHEPHERD HOSPITAL - FITNESS DIRECTOR, FITNESS CENTER, GOOD SHEPHERD HOSPITAL - DIRECTOR OF ONCOLOGY, ONCOLOGY DEPARTMENT, GOOD SHEPHERD HOSPITAL - TRAUMA COORDINATOR, TRAUMA DEPARTMENT, GOOD SHEPHERD HOSPITAL - DIETICIAN, GOOD SHEPHERD HOSPITAL - CARDIO-PULMONARY MANGER, CARDIAC CENTER, GOOD SHEPHERD HOSPITAL - PRESIDENT, JMS-MARKETING CONSULTATIONS/MEMBER, GOOD SHEPHERD HOSPITAL GOVERNING COUNCIL - EXECUTIVE DIRECTOR, CITIZENS FOR CONSERVATION - DIRECTOR, POPULATION HEALTH, LAKE COUNTY HEALTH DEPARTMENT - PUBLIC INFORMATION OFFICER, MCHENRY COUNTY HEALTH DEPARTMENT - VICE PRESIDENT , BUSINESS DEVELOPMENT, GOOD SHEPHERD HOSPITAL ADVOCATE GOOD SHEPHERD HOSPITAL ALSO CONSULTED WITH THE HEALTHIER BARRINGTON COALITION, THE MCHENRY COUNTY HEALTH COALITION, THE LAKE COUNTY HEALTH COALITION -MAPP STEERING COMMITTEE AND THE WAUCONDA HEALTH PARTNERSHIP. ADVOCATE SOUTH SUBURBAN HOSPITAL ADVOCATE SOUTH SUBURBAN HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S VICE PRESIDENT OF MISSION AND SPIRITUAL CARE, AND WAS COMPRISED OF HOSPITAL REPRESENTATIVES FROM BUSINESS DEVELOPMENT, COMMUNITY RELATIONS, VOLUNTEER SERVICES, PUBLIC AFFAIRS AND MARKETING, ONCOLOGY SERVICES AND RESPIRATORY CARE. ADDITIONALLY, COMMUNITY MEMBERS PARTICIPATED ON THE COMMUNITY HEALTH COUNCIL, INCLUDING REPRESENTATIVES FROM AUNT MARTHA'S COMMUNITY HEALTH CENTER, A FEDERALLY QUALIFIED HEALTH CENTER (FQHC), AND FAITH LEADERS WHO ARE ALSO MEMBERS OF SOUTH SUBURBAN HOSPITAL'S GOVERNING COUNCIL. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. ADVOCATE SOUTH SUBURBAN HOSPITAL COMMUNITY HEALTH COUNCIL MEMBERS - DIRECTOR, NURSING, AUNT MARTHA'S COMMUNITY HEALTH CENTER, HAZEL CREST CAMPUS - DIRECTOR, COMMUNITY RELATIONS, AUNT MARTHA'S COMMUNITY HEALTH CENTER - ASSOCIATE PASTOR, COVENANT UNITED CHURCH OF CHRIST- SOUTH HOLLAND/MEMBER, SOUTH SUBURBAN HOSPITAL GOVERNING COUNCIL - LAY FAITH LEADER, PILGRIM FAITH UNITED CHURCH OF CHRIST-OAK LAWN/MEMBER, SOUTH SUBURBAN HOSPITAL GOVERNING COUNCIL - INTERN, GOVERNORS STATE UNIVERSITY - VP, MISSION AND SPIRITUAL CARE, SOUTH SUBURBAN HOSPITAL - VP, BUSINESS DEVELOPMENT, SOUTH SUBURBAN HOSPITAL - COMMUNITY RELATIONS COORDINATOR, SOUTH SUBURBAN HOSPITAL - MANAGER, VOLUNTEER SERVICES, SOUTH SUBURBAN HOSPITAL - BREAST HEALTH SPECIALIST, SOUTH SUBURBAN HOSPITAL - MANAGER, RESPIRATORY CARE, SOUTH SUBURBAN HOSPITAL THROUGH KEY INFORMANT INTERVIEWS, THE HOSPITAL ALSO CONSULTED WITH FQHC LEADERS, SCHOOL NURSES, PARISH NURSES AND FAITH LEADERS WITHIN THE PRIMARY SERVICE AREA (PSA). MUCH OF THE EXTERNAL QUANTITATIVE DATA WAS SUPPLIED BY THE COOK COUNTY DEPARTMENT OF PUBLIC HEALTH (CCDPH), ILLINOIS DEPARTMENT OF PUBLIC HEALTH (IDPH) AND UNIVERSITY OF WISCONSIN-COUNTY HEALTH RANKINGS. ADVOCATE TRINITY HOSPITAL ADVOCATE TRINITY HOSPITAL CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CHAIRED BY THE HOSPITAL'S COMMUNITY HEALTH LEADER AND COMPRISED OF REPRESENTATIVES FROM THE EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY. COMMUNITY MEMBERS SERVING ON THE HOSPITAL'S GOVERNING COUNCIL WERE ALSO RECRUITED AS ACTIVE PARTICIPANTS IN THE COMMUNITY HEALTH COUNCIL. ADDITIONAL TRINITY HOSPITAL STAFF AND COMMUNITY REPRESENTATIVES WERE ADDED AS THE PROCESS EVOLVED TO FILL IN ANY COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. TRINITY HOSPITAL'S COMMUNITY HEALTH COUNCIL MEMBERS - STATE REPRESENTATIVE 33RD DISTRICT, ILLINOIS GENERAL ASSEMBLY - PROGRAM SUPERVISOR, METROPOLITAN FAMILY SERVICES - PUBLIC HEALTH ADMINISTRATOR, CHICAGO DEPARTMENT OF PUBLIC HEALTH - ADMINISTRATOR PROFESSIONAL SERVICES, SOUTH SHORE HOSPITAL - PHYSICIAN, ASSOCIATES IN NEPHROLOGY - RETIRED CHICAGO PUBLIC SCHOOLS EDUCATOR, COMMUNITY REPRESENTATIVE - RETIRED HEALTHCARE ADMINISTRATOR, CHICAGO DEPARTMENT OF PUBLIC HEALTH, COMMUNITY REPRESENTATIVE - COMMUNITY RELATIONS SPECIALIST, BLUE CROSS BLUE SHIELD OF ILLINOIS - MANAGER, COMMUNITY HEALTH PROMOTION, TRINITY HOSPITAL - MANAGER, FINANCE, TRINITY HOSPITAL - MANAGER, PLANNING, TRINITY HOSPITAL - VP, MISSION AND SPIRITUAL CARE, TRINITY HOSPITAL - ACCOUNT MANAGER, ACKERS PACKAGING/MEMBER, TRINITY HOSPITAL GOVERNING COUNCIL - OWNER, A-DESIGN STUDIO/MEMBER, TRINITY HOSPITAL GOVERNING COUNCIL - FOUNDER, TEECH FOUNDATION/MEMBER, TRINITY HOSPITAL GOVERNING COUNCIL - ADVANCED PRACTICE NURSE, SURGERY, TRINITY HOSPITAL - ADVANCED PRACTICE NURSE, MEDICAL, TRINITY HOSPITAL - COORDINATOR HEALTH EDUCATION, EMERGENCY DEPARTMENT, TRINITY HOSPITAL THE HOSPITAL'S COMMUNITY HEALTH COUNCIL MEMBERS ATTENDED TWO CHNA WORKSHOPS HOSTED BY THE ADVOCATE SYSTEM THAT WERE DESIGNED TO LAUNCH THE PROCESS BY EDUCATING THEM ON HOW TO CONDUCT AN ASSESSMENT AND HOW TO FIND RELIABLE DATA SOURCES. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE TEAM IDENTIFIED THE TOTAL SERVICE AREA'S KEY HEALTH NEEDS AND THEN EMPLOYED A PRIORITY-SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. THIS PROCESS INCLUDED AN EXAMINATION OF BOTH TRINITY HOSPITAL'S AND THE COMMUNITY'S ISSUES/CHALLENGES AND ASSETS, AND DISCUSSIONS WITH EXTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. THE HOSPITAL FACILITY CONSULTED WITH THE CHICAGO DEPARTMENT OF PUBLIC HEALTH TO OBTAIN DATA REPORTS FOR THE COMMUNITY SERVED BY THE HOSPITAL. ADVOCATE BROMENN MEDICAL CENTER ADVOCATE BROMENN MEDICAL CENTER RECEIVED INPUT FROM AN ARRAY OF COMMUNITY MEMBERS THROUGH ITS COMMUNITY HEALTH COUNCIL. THE PRIMARY METHOD OF OBTAINING INPUT WAS THROUGH MEETINGS. INTERVIEWS WERE ALSO CONDUCTED TO OBTAIN INFORMATION. THE TITLES AND AFFILIATIONS OF THE COMMUNITY MEMBERS THAT PARTICIPATED IN ADVOCATE BROMENN'S COMMUNITY HEALTH NEEDS ASSESSMENT ARE LISTED BELOW: - ASSISTANT ADMINISTRATOR, MCLEAN COUNTY PUBLIC HEALTH DEPARTMENT, ADVOCATE BROMENN GOVERNING COUNCIL MEMBER - SUPERVISOR, MCLEAN COUNTY PUBLIC HEALTH DEPARTMENT - EXECUTIVE DIRECTOR, COMMUNITY HEALTH CARE CLINIC - SUPERINTENDENT OF SCHOOLS, MCLEAN COUNTY UNIT DISTRICT # 5 - DIRECTOR, AMERICAN RED CROSS OF THE HEARTLAND, ADVOCATE BROMENN GOVERNING COUNCIL MEMBER - ASSOCIATE PASTOR, CALVARY UNITED METHODIST CHURCH - PROFESSOR, ILLINOIS STATE UNIVERSITY'S MENNONITE COLLEGE OF NURSING - PRESIDENT, MCLEAN COUNTY INDIA ASSOCIATION - VICE PRESIDENT, BUSINESS DEVELOPMENT, ADVOCATE BROMENN MEDICAL CENTER - ADMINISTRATOR, ADVOCATE EUREKA HOSPITAL - MANAGER OF WELLNESS SERVICES, ADVOCATE BROMENN MEDICAL CENTER - TRAUMA COORDINATOR, ADVOCATE BROMENN MEDICAL CENTER - SERVICE AREA ADMINISTRATOR FOR BEHAVIORAL HEALTH SERVICES, ADVOCATE BROMENN MEDICAL CENTER - DIRECTOR OF CRITICAL CARE SERVICES, MEDICAL AND ONCOLOGY SPECIALTY UNIT/PEDIATRICS/OUTPATIENT INFUSION, PROGRESSIVE CARE UNIT, AND SURGICAL/ORTHO UNIT, ADVOCATE BROMENN MEDICAL CENTER - COORDINATOR OF CHURCH RELATIONS, ADVOCATE BROMENN MEDICAL CENTER - MANAGER, CASE MANAGEMENT, ADVOCATE BROMENN MEDICAL CENTER - CLIENT PROGRAM SPECIALIST, WOMEN'S CENTER, ADVOCATE BROMENN MEDICAL CENTER - DIETITIAN, ADVOCATE BROMENN MEDICAL CENTER - DIABETES EDUCATOR, ADVOCATE BROMENN MEDICAL CENTER - COORDINATOR, PUBLIC AFFAIRS AND MARKETING, ADVOCATE BROMENN MEDICAL CENTER ADVOCATE BROMENN MEDICAL CENTER COLLABORATED WITH THE MCLEAN COUNTY HEALTH DEPARTMENT IN CONDUCTING ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND IN SELECTING ITS KEY HEALTH PRIORITIES. THE HOSPITAL'S COMMUNITY HEALTH LEADER IN CHARGE OF THE CHNA WAS A MEMBER OF THE MCLEAN COUNTY COMMUNITY HEALTH ADVISORY COMMITTEE AND ASSISTED IN THE DEVELOPMENT OF MCLEAN COUNTY'S 2012-2017 COMMUNITY HEALTH PLAN (CHP). ADVOCATE BROMENN MEDICAL CENTER'S CHNA AND MCLEAN COUNTY'S CHP ARE VERY CLOSELY ALIGNED AND THIS SYNERGY RESULTS IN HAVING MORE COLLECTIVE IMPACT IN ADDRESSING COMMUNITY NEEDS. THE ADVOCATE BROMENN AND ADVOCATE EUREKA HOSPITAL'S DELEGATE CHURCH ASSOCIATION MEMBERS WERE CONSULTED AT A SPECIAL MEETING OF THE GROUP. THE DELEGATE CHURCH ASSOCIATION IS COMPRISED OF 80 CHURCHES THAT ASSIST THE HOSPITAL IN THEIR MISSION OF IMPROVING THE HEALTH OF THE COMMUNITY. ADVOCATE EUREKA HOSPITAL ADVOCATE EUREKA HOSPITAL WORKED WITH MEMBERS OF THE COMMUNITY T
DESCRIPTION FOR PART V, SEC B, LINE 5D ADVOCATE GOOD SAMARITAN HOSPITAL HARD COPIES OF THE REPORT ARE AVAILABLE AT ADVOCATE GOOD SAMARITAN HOSPITAL IN THE PUBLIC AFFAIRS AND MARKETING AND THE MISSION AND SPIRITUAL CARE DEPARTMENTS, AS WELL AS AT THE HOSPITALS MAIN VOLUNTEER DESK. ADVOCATE SOUTH SUBURBAN HOSPITAL PRINTED COPIES OF THE CHNA ARE AVAILABLE UPON REQUEST FROM SOUTH SUBURBAN HOSPITAL'S PUBLIC AFFAIRS AND MARKETING DEPARTMENT AND/OR THE COMMUNITY RELATIONS DEPARTMENT. ADVOCATE TRINITY HOSPITAL THE HOSPITAL ALSO MADE THE CHNA WIDELY AVAILABLE TO THE PUBLIC BY PRESENTING RESULTS TO COMMUNITY GROUPS AND COLLABORATIONS. ADVOCATE BROMENN MEDICAL CENTER THE LINK FOR THE CHNA REPORT WAS EMAILED TO ADVOCATE BROMENN AND ADVOCATE EUREKA HOSPITAL'S DELEGATE CHURCH ASSOCIATION MEMBERS. THE DELEGATE CHURCH ASSOCIATION IS COMPRISED OF 80 CHURCHES THAT ASSIST THE HOSPITAL IN THEIR MISSION OF IMPROVING THE HEALTH OF THE COMMUNITY. NUMEROUS COPIES OF THE REPORT AND THE LINK FOR THE REPORT HAVE ALSO BEEN GIVEN OUT TO THE MCLEAN COUNTY COMMUNITY HEALTH ADVISORY COMMITTEE, THE ADVOCATE BROMENN MEDICAL CENTER COMMUNITY HEALTH COUNCIL, AND OTHER APPROPRIATE COMMUNITY PARTNERS SUCH AS THE DIRECTOR OF THE COMMUNITY HEALTH CARE CLINIC. ADVOCATE EUREKA HOSPITAL THE LINK FOR THE CHNA REPORT WAS EMAILED TO ADVOCATE BROMENN MEDICAL CENTER'S AND ADVOCATE EUREKA HOSPITAL'S DELEGATE CHURCH ASSOCIATION MEMBERS. THE DELEGATE CHURCH ASSOCIATION IS COMPRISED OF 80 CHURCHES THAT ASSIST THE HOSPITAL IN THEIR MISSION OF IMPROVING THE HEALTH OF THE COMMUNITY. A COPY OF THE REPORT WAS ALSO GIVEN TO THE ADMINISTRATOR OF THE WOODFORD COUNTY HEALTH DEPARTMENT.
DESCRIPTION FOR PART V, SEC B, LINE 6I ADVOCATE GOOD SAMARITAN HOSPITAL THROUGH ITS PARTNERSHIP WITH ACCESS DUPAGE, GOOD SAMARITAN HOSPITAL PROVIDED A CONTRIBUTION OF $763,000 AND FREE CARE FOR COVERED LIVES VALUED AT OVER $13,310,753. THE HOSPITAL ALSO PROVIDED ONSITE LANGUAGE SERVICES TO 3,200 PATIENTS; LANGUAGE SERVICES SUPPORTS 39 DIFFERENT LANGUAGES INCLUDING ASL. IN ADDITION, GOOD SAMARITAN HOSPITAL CONTINUED ITS PARTNERSHIP WITH CHRIST THE KING COLLEGE PREPARATORY SCHOOL (LOCATED IN THE AUSTIN NEIGHBORHOOD) WHEREBY THE HOSPITAL PROVIDES A 1.0 FTE POSITION SHARED BY FOUR STUDENTS. ADVOCATE GOOD SHEPHERD HOSPITAL ADVOCATE GOOD SHEPHERD HOSPITAL IS NOT ONLY ACTIVELY INVOLVED IN ADDRESSING COMMUNTIY HEATLH NEEDS THROUGH VARIOUS PROGRAM INITIATIVES, BUT IS ALSO VERY STRATEGIC IN SUPPORTING ORGANIZATIONS THAT HELP ADDRESS IDENTIFIED NEEDS. FOR EXAMPLE, THE HOPSITAL PROVIDES IN-KIND SPACE AND SUPPORTS ORGANIZATIONS PROVIDING BEHAVIORAL HEALTH SERVICES, SERVICES FOR SENIORS, COMMUNITY CLINICS AND VARIOUS OTHER COMMUNITY GROUPS IN NEED OF SUPPORT. ADVOCATE BROMENN MEDICAL CENTER ADVOCATE BROMENN MEDICAL CENTER'S COMMUNITY HEALTH LEADER AND ANOTHER MEMBER OF THE LEADERSHIP TEAM WERE A PART OF THE MCLEAN COUNTY COMMUNITY HEALTH ADVISORY COMMITTEE (CHAC) AND HELPED IN THE DEVELOPMENT OF THE 2012-2017 COMMUNITY HEALTH PLAN (CHP) FOR MCLEAN COUNTY. THE PLAN WAS CREATED USING THE HANLON METHOD. THE HANLON METHOD ESTABLISHES PRIORITIES BASED ON THE SIZE AND SERIOUSNESS OF THE HEALTH PROBLEM AS WELL AS THE EFFECTIVENESS OF THE AVAILABLE INTERVENTIONS. ON APRIL 19, 2012, THE CHAC APPROVED THE CHP. BROMENN MEDICAL CENTER'S COMMUNITY HEALTH LEADER ALSO PARTICIPATED IN OSF SAINT JOSEPH MEDICAL CENTER'S COLLABORATIVE CHNA TEAM IN FEBRUARY-2013. ADVOCATE EUREKA HOSPITAL EUREKA HOSPITAL, THE ONLY HOSPITAL IN WOODFORD COUNTY, IS A CRITICAL ACCESS HOSPITAL AS CERTIFIED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. BY FUNCTIONING IN THIS CAPACITY, EUREKA HOSPITAL PLAYS A VITAL ROLE IN SERVING THE HEALTH NEEDS OF A PRIMARILY RURAL AREA. AS THE ONLY ACUTE HEALTH CARE PROVIDER IN THE COUNTY, ADVOCATE EUREKA HOSPITAL HAS A STRONG PARTNERSHIP WITH THE WOODFORD COUNTY HEALTH DEPARTMENT AND A KEY ROLE IN MEETING THE HEALTH NEEDS OF COUNTY RESIDENTS. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 7 ADVOCATE CHRIST MEDICAL CENTER KEY HEALTH NEEDS THAT HAVE BEEN IDENTIFIED, BUT NOT SPECIFICALLY TARGETED, IN CHRIST MEDICAL CENTER'S CURRENT COMMUNITY HEALTH IMPROVEMENT PLAN ARE HEART DISEASE, CANCER AND STROKE. CHRIST MEDICAL CENTER IS ADDRESSING THESE HEALTH CONDITIONS THROUGH SPECIFICALLY DESIGNED CLINICAL PROGRAMS AND CURRENT COMMUNITY OUTREACH ACTIVITIES. CHRIST MEDICAL CENTER'S HEART AND VASCULAR INSTITUTE (HVI) IS A PREMIER CARDIAC CARE CENTER IN ILLINOIS, PROVIDING STATE-OF-THE-ART DIAGNOSTICS, INTERVENTION AND REHABILITATION TO ADULTS AND CHILDREN IN OUR SERVICE AREA. HVI PERFORMS MORE OPEN HEART SURGERIES ANNUALLY THAN ANY HOSPITAL IN ILLINOIS. STUDIES SHOW THAT PERFORMING LARGE NUMBERS OF PROCEDURES PRODUCES THE BEST POSSIBLE CLINICAL OUTCOMES, ULTIMATELY BENEFITTING ALL THE PATIENTS WE SERVE IN OUR COMMUNITY. CHRIST MEDICAL CENTER FOR HEART TRANSPLANT AND ASSIST DEVICES HAS ONE OF THE NATION'S LEADING VENTRICULAR ASSIST DEVICE (VAD) PROGRAMS, OFFERING A BRIDGE TO TRANSPLANT THERAPY AND DESTINATION THERAPY FOR PATIENTS WHO ARE NOT TRANSPLANT CANDIDATES. ADDITIONALLY, THE CONGESTIVE HEART FAILURE CLINIC TREATS MORE THAN 1,000 PATIENTS PER YEAR AT ALL STAGES OF HEART FAILURE AND HAS EARNED DISEASE SPECIFIC CERTIFICATION FROM THE JOINT COMMISSION (TJC) AND THE COMPREHENSIVE CARDIAC REHABILITATION PROGRAM IS NATIONALLY CERTIFIED BY THE AMERICAN ASSOCIATION OF CARDIAC AND PULMONARY REHABILITATION. FREQUENT COMMUNITY LECTURES AND HEALTH SCREENINGS INCLUDING BLOOD PRESSURE, BLOOD SUGAR, BODY MASS INDEX AND ANKLE BRACHIAL INDEX FOR PERIPHERAL VASCULAR DISEASE, ARE PROVIDED TO THE COMMUNITY. A PARTNERSHIP WITH THE MUSEUM OF SCIENCE AND INDUSTRY PROVIDES "LIVE FROM THE HEART," A VIDEOCONFERENCE-BASED CARDIOVASCULAR EDUCATION PROGRAM FOR HIGH SCHOOL STUDENTS FROM SUBURBAN AND CHICAGO PUBLIC SCHOOLS. ON THE PEDIATRIC SIDE, THE HEART INSTITUTE FOR CHILDREN IS THE LARGEST PEDIATRIC HEART CENTER IN ILLINOIS, PROVIDING OPEN AND CLOSED HEART SURGERIES AND ATRIAL FIBRILLATION ABLATION TO TREAT CONGENITAL HEART DISEASES. CHRIST MEDICAL CENTER IS HAS AND WILL CONTINUE TO ADDRESS ADULT AND PEDIATRIC CANCER CARE NEEDS OF THE COMMUNITY THROUGH THE EXPERIENCE AND ADVANCED TECHNOLOGIES OF THE CANCER INSTITUTE. EACH YEAR, NEARLY 1,800 NEWLY DIAGNOSED CANCER PATIENTS SEEK CARE AT CHRIST MEDICAL CENTER-THESE VOLUMES HAVE MADE THE MEDICAL CENTER ONE OF THE MOST EXPERIENCED CANCER TREATMENT CENTERS IN ILLINOIS. CHRIST MEDICAL CENTER IS ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS (ACS) AS A CANCER TEACHING MEDICAL CENTER, THE HIGHEST ACS DESIGNATION POSSIBLE FOR A NON-UNIVERSITY MEDICAL CENTER. CHRIST MEDICAL CENTER IS ALSO THE ONLY MEDICAL CENTER IN ILLINOIS AFFILIATED WITH MD ANDERSON CANCER NETWORK, SO THAT TREATMENT IS SUPPORTED BY EXPERT OPINIONS FROM THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER, A NATIONAL LEADER IN CANCER CARE. CHRIST MEDICAL CENTER ALSO OFFERS LEADING-EDGE TECHNOLOGIES, INCLUDING MINIMALLY INVASIVE APPROACHES LIKE CYBERKNIFE RADIOSURGERY, VIDEO-ASSISTED THORACIC SURGERY (VATS) FOR LUNG TUMORS AND ENDOSCOPIC ULTRASOUND TO DETECT TUMORS TOO SMALL TO BE SEEN BY CT OR MRI SCANS. ALONG WITH THE FAMILY PHYSICIAN, CHRIST MEDICAL CENTER ALSO COORDINATES SWIFT DIAGNOSTIC TESTING RESULTS TO HELP REDUCE PATIENT ANXIETY WHILE WAITING FOR RESULTS. COMMUNITY OUTREACH IS AN IMPORTANT COMPONENT TO CANCER CARE. CHRIST MEDICAL CENTER JUST RECENTLY RECEIVED A RICE FOUNDATION GRANT, WHICH PROVIDES FOR DIRECTED EDUCATION AND SCREENING ON COLON CANCER AND COLONOSCOPY TO HIGH-RISK, LOW-INCOME POPULATIONS AS IDENTIFIED BY LOCAL RELIGIOUS CONGREGATIONS. REGULAR FREE SKIN CANCER SCREENINGS ARE ALSO PROVIDED, AS ARE PSA SCREENINGS FOR PROSTATE CANCER. THE KEYSER FAMILY PEDIATRIC CANCER CENTER PROVIDES ONE OF THE LARGEST, MOST COMPREHENSIVE PROGRAMS IN THE MIDWEST TO TREAT CHILDHOOD CANCERS AND BLOOD DISORDERS INCLUDING LYMPHOMAS, LEUKEMIA, BRAIN TUMORS, KIDNEY TUMORS, SICKLE CELL DISEASE, APLASTIC ANEMIA AND PLATELET AND WHITE CELL DISORDERS. THE PEDIATRIC CANCER CENTER IS AN ACTIVE MEMBER OF THE CHILDREN'S ONCOLOGY GROUP, AN INTERNATIONAL RESEARCH ORGANIZATION SPONSORED BY THE NATIONAL CANCER INSTITUTE, DEDICATED TO DEVELOPING STATE-OF-THE-ART TREATMENTS FOR CHILDHOOD CANCERS. COMMUNITY MEMBERS WHO SUFFER A STROKE ARE GUARANTEED THAT EXPERTS AT THE CHRIST MEDICAL CENTER NEUROSCIENCES INSTITUTE WILL APPLY INNOVATIVE SOLUTIONS TO GIVE THEM BETTER OPTIONS FOR COMPLEX PROBLEMS. CHRIST MEDICAL CENTER IS AN ACCREDITED PRIMARY STROKE CENTER THAT TREATS MORE PATIENTS THAN ANYWHERE ELSE IN THE CHICAGO AREA, AND IS EXPERIENCED IN RESPONDING QUICKLY TO SAVE BRAIN CELLS AND PRESERVE QUALITY OF LIFE. THE MEDICAL CENTER WAS RATED BY U.S. NEWS & WORLD REPORT AS A HIGH PERFORMING MEDICAL CENTER IN THE CHICAGO METROPOLITAN REGION IN NEUROLOGY AND NEUROSURGERY, AND HAS A DEDICATED STROKE NAVIGATOR TO GUIDE PATIENTS THROUGH DIAGNOSIS AND TREATMENT. THE NEUROSCIENCES INSTITUTE ALSO PROVIDES SEVERAL MONTHLY STROKE SUPPORT GROUPS AND COMMUNITY EDUCATION OPPORTUNITIES. THE STROKE EDUCATORS REGULARLY PROVIDE EDUCATION REGARDING STROKE RISK FACTORS THROUGHOUT THE TSA AND HAVE AN ONGOING PARTNERSHIP WITH THE ORLAND TOWNSHIP HEALTH SERVICES DEPARTMENT TO PROVIDE FREQUENT EDUCATION TO THEIR HIGH RISK SENIOR POPULATION. ADVOCATE LUTHERAN GENERAL HOSPITAL THE CARDIOVASCULAR RISK FACTORS OF OBESITY, NUTRITION AND LACK OF PHYSICAL ACTIVITY WERE NOT SELECTED AS THE COMMUNITY HEALTH COUNCIL'S ENVIRONMENTAL SCAN SHOWED MULTIPLE COMMUNITY AND HOSPITAL PROGRAMS CURRENTLY ADDRESSING THESE HEALTH NEEDS. LUTHERAN GENERAL HOSPITAL HAS THE FOLLOWING PROGRAMS THAT CURRENTLY ADDRESS THESE HEALTH ISSUES: BARIATRIC AND METABOLIC CENTER FOR WHOLISTIC APPROACH TO WEIGHT LOSS; NUTRITION PROGRAMS; FITNESS CENTER; DIABETES CARE CENTER; AND WEEKLY HEALTH AND WELLNESS LECTURES. SENIOR ISSUES, INCLUDING SCREENINGS AND FLU SHOTS, WERE NOT ADDRESSED AS THE HOSPITAL CURRENTLY HAS PROGRAMS ADDRESSING THESE ISSUES. LUTHERAN GENERAL HOSPITAL'S SENIOR ADVOCATE/OLDER ADULT SERVICES PROVIDES MANY EXISTING COMMUNITY HEALTH SERVICES TO SENIORS INCLUDING HEALTH EDUCATION, PROGRAMMING FOR EARLY DIAGNOSIS/FUNCTIONING DEMENTIA PATIENTS, IMMUNIZATIONS AND HEALTH SCREENINGS. WHILE CANCER IS A LEADING CAUSE OF DEATH AT THE NATIONAL, STATE AND LOCAL LEVELS, NO SPECIFIC CANCER INTERVENTION HAS BEEN DEVELOPED AS A RESULT OF THE CHNA PROCESS. LUTHERAN GENERAL HOSPITAL HAS AN EXISTING COMPREHENSIVE ONCOLOGY PROGRAM. RECOGNIZING THAT 70% OF CANCER PATIENTS NOW LIVE FIVE YEARS OR MORE, LUTHERAN GENERAL HOSPITAL OPENED THE FIRST HOSPITAL-BASED, FREE-STANDING CANCER SURVIVORSHIP CENTER IN ILLINOIS IN 2013. IN ADDITION TO OFFERING DAILY WELLNESS CLASSES FOR CANCER PATIENTS AND T
DESCRIPTION FOR PART V, SEC B, LINE 12I OTHER FACTORS USED IN DETERMINING AMOUNTS CHARGED TO PATIENTS INCLUDE: DECEASED PATIENTS WITH NO ESTATE; HOMELESS PATIENTS, OR PATIENTS WHO RECEIVE CARE IN A HOMELESS CLINIC; PATIENTS WHO QUALIFY FOR A STATE DEPARTMENT OF HUMAN SERVICES (DHS) ASSISTANCE PROGRAM, BUT HAVE NO MEDICAL COVERAGE (E.G., ILLINOIS AMI/GA, FOOD STAMP, PRESCRIPTION, WOMEN, INFANTS AND CHILDREN (WIC), WHY WAIT AND WISE WOMEN PROGRAMS); COUNTY HEALTH CLINIC PATIENTS, LEGAL ASSISTANCE FOUNDATION OF ILLINOIS REFERRALS; INDIVIDUALS WITH A VALID ADDRESS AT LOW-INCOME/SUBSIDIZED HOUSING; INCARCERATED INDIVIDUALS; INCOMPETENT INDIVIDUALS WITH COMPROMISED DIAGNOSES (E.G., SUBSTANCE ABUSE, PSYCHIATRIC); INDIVIDUALS MEETING DEFINED CREDIT REPORTING (OR OTHER EXTERNAL REPORTING) RESULT THRESHOLDS; PATIENTS WITH PRIOR HISTORY OF INABILITY TO MAKE PAYMENTS; PATIENTS WITH COURT FILED OR APPROVED BANKRUPTCY DETERMINATIONS. PART V, SECTION C - DESCRIPTION FOR PART V, SEC B, LINE 14G ADVOCATE HEALTH AND HOSPITALS CORPORATION COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE 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 FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNAGE IS 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 INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATE'S FINANCIAL ASSISTANCE POLICY AND A FINANCIAL ASSISTANCE APPLICATION ARE GIVEN TO ALL UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATE'S WEBSITE PROMINENTLY NOTES THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE APPLICATION PROCESS, A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY, AND THE FINANCIAL ASSISTANCE APPLICATION. 6. HOSPITAL BILLS TO ALL UNINSURED PATIENTS INCLUDE A REQUEST THAT THE PATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE; AND INCLUDE A SUMMARY OF ADVOCATE'S FINANCIAL ASSISTANCE POLICY, A FINANCIAL ASSISTANCE APPLICATION AND A TELEPHONE NUMBER TO REQUEST FINANCIAL ASSISTANCE. DESCRIPTION FOR PART V, SEC B, LINE 17 ADVOCATE HEALTH AND HOSPITALS CORPORATION DOES NOT PERFORM ACTIONS SUCH AS THOSE LISTED IN LINES 17A-D UNTIL REASONABLE EFFORTS HAVE BEEN MADE TO DETERMINE A PATIENT'S FAP ELIGIBILITY. DESCRIPTION FOR PART V, SEC B, LINE 18E ADVOCATE MAKES REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY UNDER ITS FAP, INCLUDING SENDING A SERIES OF LETTERS AND ATTEMPTING TO WORK WITH THE PATIENT THROUGH THE FINANCIAL COUNSELING PROCESS AND/OR PHONE CALLS. ALL CORRESPONDENCE ASKS THE PATIENT TO NOTIFY THE HOSPITAL IF HE/SHE IS EXPERIENCING "DIFFICULTY IN PAYING YOUR BILL". ADVOCATE ALSO USES EARLY OUT AND PRECOLLECTION VENDORS TO ASSIST IN OBTAINING PAYMENTS OR COLLECTING FINANCIAL ASSISTANCE ELIGIBILITY INFORMATION. THESE VENDORS HAVE THE FOLLOWING LANGUAGE IN THEIR CONTRACT: "VENDOR WILL COMMUNICATE THE ADVOCATE HEALTH CARE POLICY AND GUIDELINE TO ANY PATIENT EXPRESSING A DIFFICULTY IN PAYING THEIR BILL" AND, "VENDOR WILL MAIL THE ADVOCATE HEALTH CARE FINANCIAL ASSISTANCE APPLICATION TO ANY PATIENTS EXPRESSING A DIFFICULTY IN PAYING THEIR BILL". ADVOCATE'S BAD DEBT AGENCY CONTRACTS HAVE THE FOLLOWING LANGUAGE: "AGENCY SHALL EVALUATE EACH PATIENT WHOSE ACCOUNT IS REFERRED TO AGENCY, WHERE THE PATIENT EXPRESSES DIFFICULTY OR INABILITY TO PAY THEIR BILL, FOR ELIGIBILITY UNDER ADVOCATE'S FINANCIAL ASSISTANCE POLICY." VENDOR AND AGENCY CONTRACTS ARE STANDARD ACROSS ADVOCATE'S SYSTEM. DESCRIPTION FOR PART V, SEC B, LINE 20D THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO AN FAP-ELIGIBLE PATIENT FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS BASED ON A SLIDING SCALE PERCENTAGE OF ANNUAL FAMILY INCOME WHICH IS TIED TO THE FPG FAMILY INCOME LIMIT APPLICABLE TO THE PATIENT. FOR A FAMILY WITH INCOME BETWEEN TWO AND THREE TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 5% OF ANNUAL FAMILY INCOME. FOR A FAMILY WITH INCOME BETWEEN THREE AND FOUR TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 10% OF ANNUAL FAMILY INCOME. FOR AN UNINSURED FAMILY WITH INCOME BETWEEN FOUR AND SIX TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 25% OF ANNUAL FAMILY INCOME.
Schedule H (Form 990) 2013
Additional Data


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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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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. Part II can be duplicated if additional space is needed.
(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 DUPAGEDUPAGE HEALTH COALITION
511 THORNHILL DRIVE SUITE M
CAROL STREAM,IL60188
36-4448208 501(c)(3) 763,000       SUPPORT EXEMPT MISSION
(2) ALZHEIMERS ASSOCIATION-GREATER ILLINOIS
8430 W BRYN MAWR AVE
SUITE 800
CHICAGO,IL60631
13-3039601 501(c)(3) 11,500       SPONSOR EVENTS
(3) AMERICAN CANCER SOCIETY
17060 OAK PARK AVENUE
TINLEY PARK,IL60477
36-2167721 501(c)(3) 179,825       SPONSOR EVENTS
(4) AMERICAN HEART ASSOCIATION
208 S LA SALLE ST
CHICAGO,IL60604
13-5613797 501(c)(3) 25,000       GO RED FOR WOMEN
(5) BABY FOLD
108 EAST WILLOW ST
NORMAL,IL61761
37-0673453 501(c)(3) 5,386       SUPPORT EXEMPT MISSION
(6) BARRINGTON AREA COUNCIL
6000 GARLANDS LANE STE 100
BARRINGTON,IL60010
36-3337705 501(c)(3) 14,690       SUPPORT EXEMPT MISSION
(7) BARRINGTON AREA UNITED WAY
200 SOUTH HOUGH STREET
BARRINGTON,IL60010
23-7123024 501(c)(3) 7,470       SPONSOR EVENTS
(8) BEARS NECESSITIES PEDIATRIC
55 W WACKER DRIVE
SUITE 1100
CHICAGO,IL60601
36-3874655 501(c)(3) 6,955       SPONSOR EVENTS
(9) BETHANY CHRISTIAN SERVICES INC
6660 W COLLEGE DR
PALOS HEIGHTS,IL60463
36-0030230 501(c)(3) 7,500       SPONSOR EVENTS
(10) BNAI BRITH NATIONAL
4605 LANKERSHIM BLVD
LOS ANGELES,CA91602
53-0179971 501(c)(3) 30,500       SUPPORT EXEMPT MISSION
(11) BREAKTHROUGH URBAN MINISTRIES
PO BOX 47200
CHICAGO,IL60647
36-3810926 501(c)(3) 7,500       SUPPORT EXEMPT MISSION
(12) CAMINO GLOBAL
8625 LA PRADA DRIVE
DALLAS,TX75228
75-0800624 501(c)(3) 10,000       EQUIPMENT FOR MEDICAL MISSION
(13) CARSON SCHOLARS FUND INC
305 W CHESAPEAKE AVE
TOWSON,MD21204
52-1851346 501(c)(3) 37,500       SUPPORT EXEMPT MISSION
(14) CENTER FOR CONGREGATIONAL HEALTH
WAKE FOREST MED CTR
WINSTONSALEM,NC27157
23-7426944 501(c)(3) 12,000       STAKEHOLDER HEALTH DONATION
(15) CHHSM
700 PROSPECT AVENUE
CLEVELAND,OH44115
13-1957221 501(c)(3) 10,100       LEGACY FUND COMMITMENT
(16) CHICAGO BULLS CHARITIES
1901 WEST MADISON STREET
CHICAGO,IL60612
36-3544506 501(c)(3) 83,728       SAFETY TOGETHER INITIATIVE
(17) CHICAGO URBAN LEAGUE
4510 S MICHIGAN AVE
CHICAGO,IL60653
36-2225483 501(c)(3) 5,250       COMMUNITY BUILDER SPONSORSHIP
(18) COLLEGE OF DUPAGE FOUNDATION
425 FAWELL BLVD
SRC2073
GLEN ELLYN,IL60137
23-7011835 501(c)(3) 50,000       SUPPORT HEALTHCARE INITIATIVE
(19) COMMUNITY HEALTH
2611 WEST CHICAGO AVE
CHICAGO,IL60622
36-3831793 501(c)(3) 9,340       SUPPORT EXEMPT MISSION / HEALTH GALA
(20) CRISIS CENTER SO SUBERBIA CORP
PO BOX 39
TINLEY PARK,IL60477
36-3039964 501(c)(3) 10,404       HEART TO HEART EVENT
(21) DREXEL UNIVERSITY
3141 CHESTNUT STREET
PHILADELPHIA,PA19104
23-1352630 501(c)(3) 10,000       ANNUAL CONFERENCE FUNDING
(22) DUSABLE MUSEUM OF AFRICAN AMERICAN HISTORY
740 E 56TH PLACE
CHICAGO,IL60637
36-2524811 501(c)(3) 7,250       SPONSOR EVENTS
(23) FAMILY HEALTH PTR CLINIC
13707 WEST JACKSON ST
WOODSTOCK,IL60098
36-4277029 501(c)(3) 9,500       SUPPORT EXEMPT MISSION
(24) FAMILY SHELTER SERVICES
605 E ROOSEVELT RD
WHEATAN,IL60187
36-2883552 501(c)(3) 10,850       BUILDING SAFE CONNECTIONS
(25) FOX VALLEY VOLUNTEER HOSPICE
200 WHITFIELD DRIVE
GENEVA,IL60134
36-3111451 501(c)(3) 7,500       SUPPORT EXEMPT MISSION
(26) FRIENDS OF MCHENRY COUNTY
8900 US HIGHWAY 14
CRYSTAL LAKE,IL60012
23-7418071 501(c)(3) 10,000       SUPPORT EXEMPT MISSION
(27) HABILIATIVE SYSTEMS INC
415 KILPATRICK AVE
CHICAGO,IL60644
36-2969062 501(c)(3) 7,500       SUPPORT EXEMPT MISSION
(28) HEALTHY SCHOOLS CAMPAIGN
175 N FRANKLIN STE 300
CHICAGO,IL60606
36-4308068 501(c)(3) 24,700       SUPPORT EXEMPT MISSION
(29) ILLINOIS CHAPTER AM ACADEMY OF PEDIATRICS
1400 W HUBBARD
SUITE 100
CHICAGO,IL60642
51-0183494 501(c)(3) 172,252       SUPPORT EXEMPT MISSION
(30) ILLINOIS HEART AND LUNG FOUNDATION
4436 MAIN STREET
DOWNERS GROVE,IL60515
84-1267382 501(c)(3) 5,995       SPONSOR EVENTS
(31) ILLINOIS PERFORMANCE EXCELLENCE
1415 W DIEHL RD
MS 514
NAPERVILLE,IL60563
36-3952696 501(c)(3) 42,025       SUPPORT EXEMPT MISSION
(32) ILLINOIS STATE UNIVERSITY
CAMPUS BOX 2660
NORMAL,IL61790
37-6014070 501(c)(3) 100,000       SCHOLARSHIP FUND
(33) INTERFAITH HOUSE
3456 W FRANKLIN ST
CHICAGO,IL60624
36-4075641 501(c)(3) 10,000       SUPPORT EXEMPT MISSION
(34) JOURNEY CARE FOUNDATION
405 LAKE ZURICH RD
BARRINGTON,IL60010
36-3820916 501(c)(3) 14,675       SPONSOR EVENTS
(35) KELLY CARES FOUNDATION
1251 N EDDY STREET
SOUTH BEND,IN46617
26-3591070 501(c)(3) 64,750       SUPPORT EXEMPT MISSION
(36) KOHL CHILDRENS MUSEUM
2100 PATRIOT BLVD
ROOM 3101
GLENVIEW,IL60026
36-3706878 501(c)(3) 9,600       SUPPORT OF EXHIBIT
(37) MARCH OF DIMES
111 W JACKSON BLVD
CHICAGO,IL60604
13-1846366 501(c)(3) 40,545       MARCH FOR BABIES
(38) MUSEUM OF SCIENCE AND INDUSTRY
57TH AND LAKE SHORE DRIVE
CHICAGO,IL60637
36-2167797 501(c)(3) 8,000       BLACK CREATIVITY SPONSORSHIP
(39) NATIONAL KIDNEY FOUNDATION
215 W ILLINOIS ST
STE 1C
CHICAGO,IL60654
13-1673104 501(c)(3) 7,870       SPONSOR EVENTS
(40) OPERATION CLICK
PO BOX 1033
CRYSTAL LAKE,IL60039
20-2208637 501(c)(3) 6,000       SUPPORT OPERATION CLICK
(41) PASS PREGNANCY CARE CENTER
17214 OAK PARK AVENUE
TINLEY PARK,IL60477
36-3345840 501(c)(3) 20,000       FUNDRAISING BANQUET
(42) PROACTIVE KIDS FOUNDATION
1101 BELTER DRIVE
WHEATON,IL60189
37-1556796 501(c)(3) 76,813       SUPPORT EXEMPT MISSION
(43) PROVENA HOSPITALS
1325 N HIGHLAND AVE
AURORA,IL60506
36-4195126 501(c)(3) 7,500       SUPPORT EXEMPT MISSION
(44) RAINBOW HOSPICE
444 N NORTHWEST HWY
SUITE 145
PARK RIDGE,IL60068
36-3296367 501(c)(3) 13,265       SPONSOR EVENTS
(45) RONALD MCDONALD HOUSE CHARITY
1301 W 22ND ST
SUITE 905
OAK BROOK,IL60523
36-3532553 501(c)(3) 5,094       SPONSOR EVENTS
(46) SALVATION ARMY
5040 N PULASKI RD
CHICAGO,IL60630
36-2167909 501(c)(3) 24,500       SPONSOR EVENTS
(47) SOUTH SUBURBAN PADS
PO BOX 1176
HOMEWOOD,IL60430
36-3744405 501(c)(3) 6,522       SUPPORT EXEMPT MISSION
(48) SOUTHSIDE PREGNANCY CENTER
5450 W 95TH STREET
OAK LAWN,IL60453
36-3367445 501(c)(3) 20,000       FUNDRAISING BANQUET
(49) SPECIAL OLYMPICS ILLINOIS
605 E WILLOW ST
NORMAL,IL61761
36-2922811 501(c)(3) 8,250       SPONSOR EVENTS
(50) SSEEO
1048 FOXWORTH BLVD
LOMBARD,IL60148
27-1925734 501(c)(3) 20,000       SUPPORT EXEMPT MISSION
(51) ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE
SUITE 400
MONROVIA,CA91016
20-1173824 501(c)(3) 10,000       SUPPORT EXEMPT MISSION
(52) THE CURE IT FOUNDATION
PO BOX 4500
OAK PARK,IL60304
45-3824750 501(c)(3) 10,000       SUPPORT EXEMPT MISSION
(53) TRINITY INTL UNIVERSITY
2065 HALF DAY ROAD
DEERFIELD,IL60015
36-2216176 501(c)(3) 10,000       ETHICS CONFERENCE
(54) UCAN
205 WEST WACKER DRIVE
SUITE 1400
CHICAGO,IL60606
36-2167937 501(c)(3) 9,000       SPONSOR EVENTS
(55) UNITED WAY
200 S HOUGH ST
BARRINGTON,IL60010
27-7123024 501(c)(3) 6,952       SUPPORT EXEMPT MISSION
(56) WORLD BUSINESS CHICAGO
177 N STATE ST
CHICAGO,IL60601
36-4313685 501(c)(3) 25,000       SUPPORT EXEMPT MISSION
(57) YMCA
701 MANOR ROAD
CRYSTAL LAKE,IL60014
36-2179782 501(c)(3) 10,490       SUPPORT EXEMPT MISSION
(58) ILLINOIS HOSPITAL RESEARCH & EDUCATIONAL FDN
24676 NETWORK PLACE
CHICAGO,IL606731246
23-7421930 501(c)(3) 640,959       SUPPORT EXEMPT MISSION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
58
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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.
Part III can be duplicated 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. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants 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) 2013


Additional Data


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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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)James SkogsberghPresident & CEO, Director (i)
(ii)
1,357,267
0
2,431,026
0
1,056,169
0
2,134,447
0
32,805
0
7,011,714
0
740,268
0
(2)William P SantulliExec VP, COO (i)
(ii)
784,668
0
1,029,442
0
503,564
0
764,946
0
35,069
0
3,117,689
0
418,229
0
(3)Lee B Sacks MDExec VP, Chief Medical Officer (i)
(ii)
651,814
0
761,656
0
387,430
0
363,033
0
27,681
0
2,191,614
0
313,103
0
(4)James Dan MDPres Physician/Ambulatory Svcs (i)
(ii)
474,818
0
553,678
0
288,769
0
268,389
0
27,302
0
1,612,956
0
225,773
0
(5)James DohenyVP, Finance & Corp Controller (i)
(ii)
294,206
0
110,340
0
34,459
0
23,567
0
32,113
0
494,685
0
0
0
(6)Kelly Jo GolsonSVP, Public Affairs/Marketing (i)
(ii)
336,012
0
264,262
0
229,227
0
127,566
0
7,577
0
964,644
0
95,875
0
(7)Kevin BradySVP, Human Resources (i)
(ii)
400,287
0
404,425
0
204,629
0
248,062
0
36,968
0
1,294,371
0
138,025
0
(8)Gail D HasbrouckSVP, Gen Counsel, Corp Sec (i)
(ii)
435,590
0
387,547
0
277,756
0
185,821
0
28,407
0
1,315,121
0
149,653
0
(9)Dominic J NakisSVP, CFO (i)
(ii)
566,690
0
761,656
0
367,722
0
363,033
0
28,706
0
2,087,807
0
313,103
0
(10)Scott PowderSVP, Strategic Plan & Growth (i)
(ii)
351,969
0
243,815
0
156,157
0
156,761
0
35,220
0
943,922
0
83,881
0
(11)Bruce D SmithSVP, CIO (i)
(ii)
444,684
0
404,035
0
240,876
0
192,728
0
37,637
0
1,319,960
0
156,003
0
(12)Vincent BufalinoSVP, CV Inst/Sr Med Dir CARDIO (i)
(ii)
376,482
0
295,911
0
44,178
0
276,598
0
25,644
0
1,018,813
0
50,860
0
(13)Susan CampbellSVP of Patient Cr-Chf Nrs offc (i)
(ii)
224,654
0
0
0
39,599
0
109,790
0
35,197
0
409,240
0
0
0
(14)Rev K Bender SchwichSVP, Mission & Spiritual Care (i)
(ii)
119,054
0
156,186
0
39,853
0
185,736
0
91,144
0
591,973
0
38,019
0
(15)Anthony ArmadaPresident, Lutheran Gen Hosp (i)
(ii)
447,098
0
553,911
0
66,984
0
161,898
0
30,747
0
1,260,638
0
225,773
0
(16)Jonathan BrussPresident, Trinity Hospital (i)
(ii)
315,044
0
254,311
0
163,622
0
127,645
0
32,389
0
893,011
0
96,032
0
(17)Richard HeimPresident, South Suburban Hosp (i)
(ii)
274,378
0
119,146
0
93,787
0
136,544
0
24,900
0
648,755
0
20,108
0
(18)David FoxPresident, Good Samaritan Hosp (i)
(ii)
417,066
0
430,954
0
225,648
0
211,791
0
37,619
0
1,323,078
0
173,641
0
(19)Colleen KannadayPresident, BroMenn Medical Ctr (i)
(ii)
366,217
0
255,031
0
25,010
0
261,146
0
27,480
0
934,884
0
100,723
0
(20)Karen LambertPresident, Good Shepherd Hosp (i)
(ii)
372,301
0
361,596
0
186,621
0
174,770
0
38,758
0
1,134,046
0
139,462
0
(21)Kenneth LukhardMkt President, Christ Med Ctr (i)
(ii)
530,928
0
626,067
0
325,817
0
319,145
0
32,907
0
1,834,864
0
272,573
0
(22)Michael FarrellPresident -Adv Children's HOSP (i)
(ii)
612,160
0
271,349
0
62,822
0
418,469
0
28,480
0
1,393,280
0
0
0
(23)Thom LobePhysician-General Surgery (i)
(ii)
930,000
0
0
0
-1,429
0
15,917
0
16,496
0
960,984
0
0
0
(24)Thomas GrobelnyPhysician-Neurointv Radiology (i)
(ii)
907,250
0
0
0
1,601
0
7,650
0
61
0
916,562
0
0
0
(25)Caleb LippmanNeurosurgeon (i)
(ii)
746,154
0
30,353
0
-6,694
0
23,567
0
26,443
0
819,823
0
0
0
(26)Thomas LevinPhysician-Cardiology (i)
(ii)
432,828
0
298,414
0
-7,665
0
23,567
0
27,675
0
774,819
0
0
0
(27)Motilal BhatiaPhysician-Gastroenterology (i)
(ii)
500,000
0
225,509
0
-5,206
0
23,567
0
19,894
0
763,764
0
0
0
(28)Jose Elizondo MDDirector-Dec '11 (i)
(ii)
0
218,914
0
29,760
0
3,846
0
23,567
0
16,264
0
292,351
0
0
(29)Ben GrigaliunasSVP, Human Resources - Dec '11 (i)
(ii)
0
0
502,194
0
234,316
0
35,424
0
642
0
772,576
0
225,123
0
(30)Michael EnglehartFMR Pres, South Suburban Hosp (i)
(ii)
349,646
0
323,097
0
163,688
0
162,115
0
32,423
0
1,030,969
0
119,445
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
FORM 990, SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE/SOCIAL CLUB DUES/PERSONAL SERVICES REV. KATHIE BENDER SCHWICH, SENIOR VICE PRESIDENT-MISSION AND SPIRITUAL CARE, RECEIVED AN ANNUAL HOUSING ALLOWANCE OF $84,077 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, WAS PERMITTED TO USE FIRST CLASS TRAVEL IN ACCORDANCE WITH THE ORGANIZATION'S POLICY. JAMES SKOGSBERGH, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ADVOCATE HEALTH AND HOSPITALS CORPORATION, RECEIVES, AS PART OF HIS BENEFITS PACKAGE, FINANCIAL PLANNING SERVICES. FORM 990, SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS BEN GRIGALIUNIS, SENIOR VICE PRESIDENT, HUMAN RESOURCES, TERMINATED HIS EMPLOYMENT WITH ADVOCATE HEALTH AND HOSPITALS CORPORATION IN 2011 AND RECEIVED SEVERANCE OF $18,186 IN 2013. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS CURRENTLY LISTED AS A COMPONENT OF SCHEDULE J, PART II, COLUMN (F). FORM 990, SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATE SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: JAMES SKOGSBERGH, BRUCE SMITH, DOMINIC NAKIS, GAIL HASBROUCK, JAMES DOHENY, LEE SACKS M.D., KEVIN BRADY, SCOTT POWDER, WILLIAM SANTULLI, JAMES DAN M.D ., KELLY JO GOLSON, DAVID FOX, JONATHON BRUSS, KAREN LAMBERT, KENNETH LUKHARD, RICHARD HEIM AND MICHAEL ENGLEHART. THE FOLLOWING EMPLOYEES HAVE NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: KATHIE BENDER SCHWICH, MICHAEL FARRELL, COLLEEN KANNADAY, VINCENT BUFALINO AND SUSAN CAMPBELL. JAMES SKOGSBERGH AND WILLIAM SANTULLI ARE PARTICIPANTS IN SECTION 457(F) RETENTION INCENTIVE BENEFIT PLANS. THE PLANS ARE CURRENTLY NOT VESTED. THE PLANS ARE CONTINGENT UPON EMPLOYMENT, THE PLANS VEST WHEN THE PARTICIPANT REACHES 60 YEARS OF AGE. FORM 990, SCHEDULE J, 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) 2013

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 VI   X   X   X
B ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FAZ2 10-10-2007 348,300,000 SEE SCHEDULE K, PART VI   X   X   X
C ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FEF2 05-01-2012 51,142,165 SEE SCHEDULE K, PART VI   X   X   X
D ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FSB6 12-01-2008 175,920,559 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FK65 01-06-2010 243,746,239 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HCA8 09-21-2011 201,774,238 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HNJ7 11-29-2012 150,003,863 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HCM2 09-21-2011 12,453,367 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FED7 01-24-2013 51,134,288 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FEE5 02-01-2013 43,219,722 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HUC4 08-08-2013 103,136,955 SEE SCHEDULE K, PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 71,845,000 5,030,000 0 20,865,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 116,432,024 352,851,959 51,142,165 176,137,450
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 1,034,454 2,331,125 0 2,640,929
8 Credit enhancement from proceeds . . . . . . . . . . . 0 3,418,607 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 111,807,084 154,520,722 0 173,462,191
11 Other spent proceeds . . . . . . . . . . . . . . 0 192,581,505 51,142,165 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2005 2009 2009 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
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 0.110 % 0.090 % 0.110 % 2.420 %
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 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.110 % 0.090 % 0.110 % 2.420 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X     X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.600 % 1.500 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X     X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X     X
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . X   X     X X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X X     X   X
b Name of provider . . . . . . . . . 0
 
SEE PART VI
 
0
 
 
 
c Term of hedge . . . . . . . . . . 26.8 26.8    
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   X   X        
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X X     X   X
b Name of provider . . . . . . . . . 0
 
TRINITY PLUS FUNDING
 
0
 
0
 
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          
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
. Difference Between issue Price and Total Proceeds PURPOSE OF BOND SERIES 2003 ISSUED 10/29/2003 FORM 990, SCHEDULE K, PART 1(F) (CUSIP # 45200PXH5) THE PROCEEDS OF THE ILLINOIS HEALTH FACILITIES AUTHORITY REVENUE BONDS, SERIES 2003A, 2003B AND SERIES 2003C (ADVOCATE HEALTH CARE NETWORK) WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING CERTAIN CAPITAL EXPENDITURES OF CERTAIN OF THE HEALTH CARE FACILITIES OF THE ORGANIZATION AND ADVOCATE NORTH SIDE HEALTH NETWORK. PURPOSE OF BOND SERIES 2008C ISSUED 10/10/2007 FORM 990, SCHEDULE K, PART I (F) (CUSIP #45200FAZ2) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2007B-1, SERIES 2007B-2 AND SERIES 2007B-3 (ADVOCATE HEALTH CARE NETWORK), WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OR A PORTION OF THE ORGANIZATION'S SERIES 1997ABONDS, SERIES 1997B BONDS, SERIES 2003B BONDS AND SERIES 2005 BONDS WHICH WERE ISSUED ON JANUARY 9, 1997, OCTOBER 23, 2003, AND JULY 7, 2005, RESPECTIVELY. 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. PURPOSE OF BOND SERIES 2008A ISSUED 4/23/2008, REISSUED 1/24/2013 AND 2/1/2013 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FED7, 45200FEE5) 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. THE SERIES 2008A-1 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON JANUARY 24, 2013. THE SERIES 2008A-2 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON FEBRUARY 1, 2013. PURPOSE OF BOND SERIES 2008A-3 ISSUED 5/1/2012 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FEF2) THE SERIES 2008A-3 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON MAY 1, 2012. PURPOSE OF BOND SERIES 2008D ISSUED 12/01/2008 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FSB6) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008D (ADVOCATE HEALTH CARE NETWORK) WERE USED 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. PURPOSE OF BOND SERIES 2010 ISSUED 1/06/2010 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FK65) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2010 (ADVOCATE HEALTH CARE NETWORK) WERE USED 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 THE 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. PURPOSE OF BOND SERIES 2011 ISSUED 9/21/2011 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HCA8) THE PROCEEDS OF THE SERIES 2011A-2, SERIES 2011B, SERIES 2011C AND SERIES 2011D BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING A NINE STORY AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2012 ISSUED 11/29/2012 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HNJ7) THE PROCEEDS OF THE SERIES 2012 BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING AN OUTPATIENT CENTER AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, AN AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2013A ISSUED 8/8/2013 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HUC4) THE PROCEEDS OF THE SERIES 2013A BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING AN ICU EXPANSION PROJECT AT ADVOCATE TRINITY HOSPITAL, A CAMPUS MODERNIZATION PROJECT AT ADVOCATE GOOD SHEPHERD HOSPITAL, AN EMERGENCY DEPARTMENT/SURGERY EXPANSION PROJECT AT ADVOCATE LUTHERAN GENERAL HOSPITAL, AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2011A-1 ISSUED 9/21/2011 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HCM2) THE PROCEEDS OF THE SERIES 2011A-1 BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OF THE ORGANIZATION'S SERIES 1998A AND SERIES 1998B BONDS. FORM 990, SCHEDULE K, PART II LINE 3 FOR THOSE BOND ISSUES WHERE THE TOTAL PROCEEDS LISTED IN PART II, LINE 3 ARE NOT IDENTICAL TO THE ISSUE PRICE FOR THE RELATED BOND ISSUE SHOWN IN PART I, COLUMN (E), THE DIFFERENCE REPRESENTS INVESTMENT EARNINGS. SERVICE CONTRACTS AND RESEARCH AGREEMENTS FORM 990, SCHEDULE K, PART III LINE 3B, ALL BOND ISSUES 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. PRIVATE BUSINESS USE PERCENTAGE FORM 990, SCHEDULE K, PART III, LINES 4-6, ALL BOND ISSUES PRIVATE BUSINESS USE PERCENTAGE WAS CALCULATED BASED ON NEW MONEY PORTION OF THE BOND ISSUE ONLY. PRIVATE SECURITY AND PAYMENT TEST FORM 990, SCHEDULE K, PART III, LINE 7, ALL BOND ISSUES ADVOCATE MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. ARBITRAGE REBATE COMPUTATION FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2003, CUSIP # 45200PXH5) THE REBATE COMPUTATION WAS PERFORMED AS OF OCTOBER 29, 2013. FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2008C, CUSIP # 45200FAZ2) THE REBATE COMPUTATION WAS PERFORMED AS OF OCTOBER 10, 2012. FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2008D, CUSIP # 45200FSB6) THE REBATE COMPUTATION WAS PERFORMED AS OF DECEMBER 1, 2013. SWAP PROVIDERS FORM 990, SCHEDULE K, PART IV, LINE 3B ON DECEMBER 28, 2011 THE ORIGINAL SWAP RELATING TO THESE BONDS WITH CITIBANK N.A. WAS SEPARATED INTO TWO TRANCHES AND NOVATED (ASSIGNED TO) TWO SEPARATE SWAP COUNTERPARTIES, WELLS FARGO BANK, N.A. AND PNC BANK, NATIONAL ASSOCIATION.
Schedule K (Form 990) 2013

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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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 VI   X   X   X
B ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FAZ2 10-10-2007 348,300,000 SEE SCHEDULE K, PART VI   X   X   X
C ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FEF2 05-01-2012 51,142,165 SEE SCHEDULE K, PART VI   X   X   X
D ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FSB6 12-01-2008 175,920,559 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FK65 01-06-2010 243,746,239 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HCA8 09-21-2011 201,774,238 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HNJ7 11-29-2012 150,003,863 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HCM2 09-21-2011 12,453,367 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FED7 01-24-2013 51,134,288 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FEE5 02-01-2013 43,219,722 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HUC4 08-08-2013 103,136,955 SEE SCHEDULE K, PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 71,845,000 5,030,000 0 20,865,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 116,432,024 352,851,959 51,142,165 176,137,450
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 1,034,454 2,331,125 0 2,640,929
8 Credit enhancement from proceeds . . . . . . . . . . . 0 3,418,607 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 111,807,084 154,520,722 0 173,462,191
11 Other spent proceeds . . . . . . . . . . . . . . 0 192,581,505 51,142,165 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2005 2009 2009 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
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 0.110 % 0.090 % 0.110 % 2.420 %
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 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.110 % 0.090 % 0.110 % 2.420 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X     X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.600 % 1.500 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X     X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X     X
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . X   X     X X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X X     X   X
b Name of provider . . . . . . . . . 0
 
SEE PART VI
 
0
 
 
 
c Term of hedge . . . . . . . . . . 26.8 26.8    
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   X   X        
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X X     X   X
b Name of provider . . . . . . . . . 0
 
TRINITY PLUS FUNDING
 
0
 
0
 
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          
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
. Difference Between issue Price and Total Proceeds PURPOSE OF BOND SERIES 2003 ISSUED 10/29/2003 FORM 990, SCHEDULE K, PART 1(F) (CUSIP # 45200PXH5) THE PROCEEDS OF THE ILLINOIS HEALTH FACILITIES AUTHORITY REVENUE BONDS, SERIES 2003A, 2003B AND SERIES 2003C (ADVOCATE HEALTH CARE NETWORK) WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING CERTAIN CAPITAL EXPENDITURES OF CERTAIN OF THE HEALTH CARE FACILITIES OF THE ORGANIZATION AND ADVOCATE NORTH SIDE HEALTH NETWORK. PURPOSE OF BOND SERIES 2008C ISSUED 10/10/2007 FORM 990, SCHEDULE K, PART I (F) (CUSIP #45200FAZ2) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2007B-1, SERIES 2007B-2 AND SERIES 2007B-3 (ADVOCATE HEALTH CARE NETWORK), WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OR A PORTION OF THE ORGANIZATION'S SERIES 1997ABONDS, SERIES 1997B BONDS, SERIES 2003B BONDS AND SERIES 2005 BONDS WHICH WERE ISSUED ON JANUARY 9, 1997, OCTOBER 23, 2003, AND JULY 7, 2005, RESPECTIVELY. 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. PURPOSE OF BOND SERIES 2008A ISSUED 4/23/2008, REISSUED 1/24/2013 AND 2/1/2013 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FED7, 45200FEE5) 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. THE SERIES 2008A-1 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON JANUARY 24, 2013. THE SERIES 2008A-2 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON FEBRUARY 1, 2013. PURPOSE OF BOND SERIES 2008A-3 ISSUED 5/1/2012 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FEF2) THE SERIES 2008A-3 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON MAY 1, 2012. PURPOSE OF BOND SERIES 2008D ISSUED 12/01/2008 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FSB6) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008D (ADVOCATE HEALTH CARE NETWORK) WERE USED 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. PURPOSE OF BOND SERIES 2010 ISSUED 1/06/2010 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FK65) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2010 (ADVOCATE HEALTH CARE NETWORK) WERE USED 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 THE 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. PURPOSE OF BOND SERIES 2011 ISSUED 9/21/2011 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HCA8) THE PROCEEDS OF THE SERIES 2011A-2, SERIES 2011B, SERIES 2011C AND SERIES 2011D BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING A NINE STORY AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2012 ISSUED 11/29/2012 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HNJ7) THE PROCEEDS OF THE SERIES 2012 BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING AN OUTPATIENT CENTER AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, AN AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2013A ISSUED 8/8/2013 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HUC4) THE PROCEEDS OF THE SERIES 2013A BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING AN ICU EXPANSION PROJECT AT ADVOCATE TRINITY HOSPITAL, A CAMPUS MODERNIZATION PROJECT AT ADVOCATE GOOD SHEPHERD HOSPITAL, AN EMERGENCY DEPARTMENT/SURGERY EXPANSION PROJECT AT ADVOCATE LUTHERAN GENERAL HOSPITAL, AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2011A-1 ISSUED 9/21/2011 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HCM2) THE PROCEEDS OF THE SERIES 2011A-1 BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OF THE ORGANIZATION'S SERIES 1998A AND SERIES 1998B BONDS. FORM 990, SCHEDULE K, PART II LINE 3 FOR THOSE BOND ISSUES WHERE THE TOTAL PROCEEDS LISTED IN PART II, LINE 3 ARE NOT IDENTICAL TO THE ISSUE PRICE FOR THE RELATED BOND ISSUE SHOWN IN PART I, COLUMN (E), THE DIFFERENCE REPRESENTS INVESTMENT EARNINGS. SERVICE CONTRACTS AND RESEARCH AGREEMENTS FORM 990, SCHEDULE K, PART III LINE 3B, ALL BOND ISSUES 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. PRIVATE BUSINESS USE PERCENTAGE FORM 990, SCHEDULE K, PART III, LINES 4-6, ALL BOND ISSUES PRIVATE BUSINESS USE PERCENTAGE WAS CALCULATED BASED ON NEW MONEY PORTION OF THE BOND ISSUE ONLY. PRIVATE SECURITY AND PAYMENT TEST FORM 990, SCHEDULE K, PART III, LINE 7, ALL BOND ISSUES ADVOCATE MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. ARBITRAGE REBATE COMPUTATION FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2003, CUSIP # 45200PXH5) THE REBATE COMPUTATION WAS PERFORMED AS OF OCTOBER 29, 2013. FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2008C, CUSIP # 45200FAZ2) THE REBATE COMPUTATION WAS PERFORMED AS OF OCTOBER 10, 2012. FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2008D, CUSIP # 45200FSB6) THE REBATE COMPUTATION WAS PERFORMED AS OF DECEMBER 1, 2013. SWAP PROVIDERS FORM 990, SCHEDULE K, PART IV, LINE 3B ON DECEMBER 28, 2011 THE ORIGINAL SWAP RELATING TO THESE BONDS WITH CITIBANK N.A. WAS SEPARATED INTO TWO TRANCHES AND NOVATED (ASSIGNED TO) TWO SEPARATE SWAP COUNTERPARTIES, WELLS FARGO BANK, N.A. AND PNC BANK, NATIONAL ASSOCIATION.
Schedule K (Form 990) 2013

Additional Data


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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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 VI   X   X   X
B ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FAZ2 10-10-2007 348,300,000 SEE SCHEDULE K, PART VI   X   X   X
C ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FEF2 05-01-2012 51,142,165 SEE SCHEDULE K, PART VI   X   X   X
D ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FSB6 12-01-2008 175,920,559 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FK65 01-06-2010 243,746,239 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HCA8 09-21-2011 201,774,238 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HNJ7 11-29-2012 150,003,863 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HCM2 09-21-2011 12,453,367 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FED7 01-24-2013 51,134,288 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45200FEE5 02-01-2013 43,219,722 SEE SCHEDULE K, PART VI   X   X   X
ILLINOIS FINANCE AUTHORITY
 
86-1091967 45203HUC4 08-08-2013 103,136,955 SEE SCHEDULE K, PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 71,845,000 5,030,000 0 20,865,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 116,432,024 352,851,959 51,142,165 176,137,450
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 1,034,454 2,331,125 0 2,640,929
8 Credit enhancement from proceeds . . . . . . . . . . . 0 3,418,607 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 111,807,084 154,520,722 0 173,462,191
11 Other spent proceeds . . . . . . . . . . . . . . 0 192,581,505 51,142,165 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2005 2009 2009 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
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 0.110 % 0.090 % 0.110 % 2.420 %
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 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.110 % 0.090 % 0.110 % 2.420 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X     X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.600 % 1.500 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X     X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X     X
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . X   X     X X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X X     X   X
b Name of provider . . . . . . . . . 0
 
SEE PART VI
 
0
 
 
 
c Term of hedge . . . . . . . . . . 26.8 26.8    
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   X   X        
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X X     X   X
b Name of provider . . . . . . . . . 0
 
TRINITY PLUS FUNDING
 
0
 
0
 
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          
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
. Difference Between issue Price and Total Proceeds PURPOSE OF BOND SERIES 2003 ISSUED 10/29/2003 FORM 990, SCHEDULE K, PART 1(F) (CUSIP # 45200PXH5) THE PROCEEDS OF THE ILLINOIS HEALTH FACILITIES AUTHORITY REVENUE BONDS, SERIES 2003A, 2003B AND SERIES 2003C (ADVOCATE HEALTH CARE NETWORK) WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING CERTAIN CAPITAL EXPENDITURES OF CERTAIN OF THE HEALTH CARE FACILITIES OF THE ORGANIZATION AND ADVOCATE NORTH SIDE HEALTH NETWORK. PURPOSE OF BOND SERIES 2008C ISSUED 10/10/2007 FORM 990, SCHEDULE K, PART I (F) (CUSIP #45200FAZ2) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2007B-1, SERIES 2007B-2 AND SERIES 2007B-3 (ADVOCATE HEALTH CARE NETWORK), WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OR A PORTION OF THE ORGANIZATION'S SERIES 1997ABONDS, SERIES 1997B BONDS, SERIES 2003B BONDS AND SERIES 2005 BONDS WHICH WERE ISSUED ON JANUARY 9, 1997, OCTOBER 23, 2003, AND JULY 7, 2005, RESPECTIVELY. 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. PURPOSE OF BOND SERIES 2008A ISSUED 4/23/2008, REISSUED 1/24/2013 AND 2/1/2013 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FED7, 45200FEE5) 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. THE SERIES 2008A-1 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON JANUARY 24, 2013. THE SERIES 2008A-2 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON FEBRUARY 1, 2013. PURPOSE OF BOND SERIES 2008A-3 ISSUED 5/1/2012 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FEF2) THE SERIES 2008A-3 BONDS WERE REISSUED FOR FEDERAL INCOME TAX PURPOSES ON MAY 1, 2012. PURPOSE OF BOND SERIES 2008D ISSUED 12/01/2008 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FSB6) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008D (ADVOCATE HEALTH CARE NETWORK) WERE USED 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. PURPOSE OF BOND SERIES 2010 ISSUED 1/06/2010 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45200FK65) THE PROCEEDS OF THE ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2010 (ADVOCATE HEALTH CARE NETWORK) WERE USED 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 THE 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. PURPOSE OF BOND SERIES 2011 ISSUED 9/21/2011 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HCA8) THE PROCEEDS OF THE SERIES 2011A-2, SERIES 2011B, SERIES 2011C AND SERIES 2011D BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING A NINE STORY AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2012 ISSUED 11/29/2012 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HNJ7) THE PROCEEDS OF THE SERIES 2012 BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING AN OUTPATIENT CENTER AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, AN AMBULATORY CARE FACILITY AT ADVOCATE CHRIST MEDICAL CENTER AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2013A ISSUED 8/8/2013 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HUC4) THE PROCEEDS OF THE SERIES 2013A BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF FINANCING THE COST OF CONSTRUCTING, RENOVATING AND EQUIPPING AN ICU EXPANSION PROJECT AT ADVOCATE TRINITY HOSPITAL, A CAMPUS MODERNIZATION PROJECT AT ADVOCATE GOOD SHEPHERD HOSPITAL, AN EMERGENCY DEPARTMENT/SURGERY EXPANSION PROJECT AT ADVOCATE LUTHERAN GENERAL HOSPITAL, AND CERTAIN OTHER CAPITAL PROJECTS AT THE HEALTH CARE FACILITIES OF THE ORGANIZATION, ADVOCATE NORTH SIDE HEALTH NETWORK AND ADVOCATE CONDELL MEDICAL CENTER. PURPOSE OF BOND SERIES 2011A-1 ISSUED 9/21/2011 FORM 990, SCHEDULE K, PART I (F) (CUSIP # 45203HCM2) THE PROCEEDS OF THE SERIES 2011A-1 BONDS WERE USED FOR THE PURPOSE, TOGETHER WITH OTHER AVAILABLE FUNDS, OF REFUNDING ALL OF THE ORGANIZATION'S SERIES 1998A AND SERIES 1998B BONDS. FORM 990, SCHEDULE K, PART II LINE 3 FOR THOSE BOND ISSUES WHERE THE TOTAL PROCEEDS LISTED IN PART II, LINE 3 ARE NOT IDENTICAL TO THE ISSUE PRICE FOR THE RELATED BOND ISSUE SHOWN IN PART I, COLUMN (E), THE DIFFERENCE REPRESENTS INVESTMENT EARNINGS. SERVICE CONTRACTS AND RESEARCH AGREEMENTS FORM 990, SCHEDULE K, PART III LINE 3B, ALL BOND ISSUES 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. PRIVATE BUSINESS USE PERCENTAGE FORM 990, SCHEDULE K, PART III, LINES 4-6, ALL BOND ISSUES PRIVATE BUSINESS USE PERCENTAGE WAS CALCULATED BASED ON NEW MONEY PORTION OF THE BOND ISSUE ONLY. PRIVATE SECURITY AND PAYMENT TEST FORM 990, SCHEDULE K, PART III, LINE 7, ALL BOND ISSUES ADVOCATE MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. ARBITRAGE REBATE COMPUTATION FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2003, CUSIP # 45200PXH5) THE REBATE COMPUTATION WAS PERFORMED AS OF OCTOBER 29, 2013. FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2008C, CUSIP # 45200FAZ2) THE REBATE COMPUTATION WAS PERFORMED AS OF OCTOBER 10, 2012. FORM 990, SCHEDULE K, PART IV, LINE 2C (BOND SERIES 2008D, CUSIP # 45200FSB6) THE REBATE COMPUTATION WAS PERFORMED AS OF DECEMBER 1, 2013. SWAP PROVIDERS FORM 990, SCHEDULE K, PART IV, LINE 3B ON DECEMBER 28, 2011 THE ORIGINAL SWAP RELATING TO THESE BONDS WITH CITIBANK N.A. WAS SEPARATED INTO TWO TRANCHES AND NOVATED (ASSIGNED TO) TWO SEPARATE SWAP COUNTERPARTIES, WELLS FARGO BANK, N.A. AND PNC BANK, NATIONAL ASSOCIATION.
Schedule K (Form 990) 2013

Additional Data


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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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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 INC SHARED BOARD MEMBER 1,098,575 MISC SERVICES   No
(2) ADVOCATE HEALTH CENTERS INC SHARED BOARD MEMBER 12,124,364 EXPENSE TRANSFER   No
(3) ADVOCATE HEALTH CENTERS INC SHARED BOARD MEMBER 2,606,043 EXPENSE ALLOCATION   No
(4) ADVOCATE HEALTH CENTERS INC SHARED BOARD MEMBER 35,108,052 EXPENSE REIMBURSEMENT   No
(5) ADVOCATE HEALTH CENTERS INC SHARED BOARD MEMBER 478,035 REIMBURSEMENT   No
(6) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 131,415 EXPENSE ALLOCATION   No
(7) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 310,841 EXPENSE TRANSFER   No
(8) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 2,848,738 EXPENSE REIMBURSEMENT   No
(9) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 179,799 MISC SERVICES   No
(10) ADVOCATE HOME CARE PRODUCTS INC SHARED BOARD MEMBER 144,058 MISC SERVICES   No
(11) ADVOCATE INSURANCE SPC SHARED BOARD MEMBER 796,671 EXPENSE ALLOCATION   No
(12) ADVOCATE INSURANCE SPC SHARED BOARD MEMBER 1,149,975 EXPENSE REIMBURSEMENT   No
(13) ADVOCATE INSURANCE SPC SHARED BOARD MEMBER 35,000,000 DIVIDEND   No
(14) BROMENN PHYSICIANS MANAGEMENT CORP SHARED BOARD MEMBER 2,564,156 EXPENSE ALLOCATION   No
(15) BROMENN PHYSICIANS MANAGEMENT CORP SHARED BOARD MEMBER 1,262,132 EXPENSE TRANSFER   No
(16) BROMENN PHYSICIANS MANAGEMENT CORP SHARED BOARD MEMBER 412,941 MISC SERVICES   No
(17) BROMENN PHYSICIANS MANAGEMENT CORP SHARED BOARD MEMBER 2,724,737 MISC SERVICES   No
(18) BROMENN PHYSICIANS MANAGEMENT CORP SHARED BOARD MEMBER 1,489,353 PROPERTY RENTAL   No
(19) BROMENN PHYSICIANS MANAGEMENT CORP SHARED BOARD MEMBER 1,154,782 REIMBURSEMENT   No
(20) BROMENN PHYSIICANS MANAGEMENT CORP SHARED BOARD MEMBER 26,732,370 EXPENSE REIMBURSEMENT   No
(21) DREYER CLINIC INC SHARED BOARD MEMBER 4,065,812 EXPENSE REIMBURSEMENT   No
(22) DREYER CLINIC INC SHARED BOARD MEMBER 998,403 MISC SERVICES   No
(23) DREYER CLINIC INC SHARED BOARD MEMBER 695,075 EXPENSE ALLOCATION   No
(24) EVANGELCAL SERVICES CORP SHARED BOARD MEMBER 383,005 MISC SERVICES   No
(25) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 20,551,758 EXPENSE REIMBERSEMENT   No
(26) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 4,094,933 MISC SERVICES   No
(27) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 117,663 PROPERTY RENTAL   No
(28) EVANGELICAL SERVICES CORP SHARED BOARD MEMBER 1,416,360 REIMBURSEMENT   No
(29) EVENGELICAL SERVICES CORP SHARED BOARD MEMBER 2,599,116,940 EXPENSE ALLOCATION   No
(30) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 511,639 EXPENSE ALLOCATION   No
(31) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 3,110,946 EXPENSE REIMBURSEMENT   No
(32) HIGH TECHNOLOGY INC SHARED BOARD MEMBER 3,422,440 MISC SERVICES   No
(33) MIDWEST HEART SPECIALISTS LTD SHARED BOARD MEMBER 1,042,339 EXPENSE ALLOCATION   No
(34) MIDWEST HEART SPECIALISTS LTD SHARED BOARD MEMBER 455,507 EXPENSE REIMBURSEMENT   No
(35) MIDWEST HEART SPECIALISTS LTD SHARED BOARD MEMBER 310,739 REIMBURSEMENT   No
(36) SHERMAN HEALTH INSURANCE CO SHARED BOARD MEMBER 13,863,515 EXPENSE REIMBURSEMENT   No
(37) Julie Nakis FAMILY MBR -DOMINIC NAKIS 60,045 EMPLOYMENT   No
(38) James Richardson FAMILY MBR - M.RICHARDSON 373,682 EMPLOYMENT   No
(39) Dan Doherty FAMILY MBR - JAMES DAN,MD 166,575 EMPLOYMENT   No
(40) BRIAN MCKENNY FAMILY MBR - JAMES DAN,MD 72,084 EMPLOYMENT   No
(41) REBECCA GREENE FAMILY MBR - RON GREENE 23,635 EMPLOYMENT   No
(42) ANNE KATZ MD FAMILY MBR - LEE SACKS 72,352 EMPLOYMENT   No
(43) ISMIE SHARED BOARD MEMBER 4,247,714 INSURANCE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Advocate Health And Hospitals Corp
 
Employer identification number

36-2169147
Return Reference Explanation
FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION 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. FORM 990, PART VI, SECTION A, LINE 1A BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE THE CORPORATE MEMBER'S EXECUTIVE COMMITTEE HAS NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING, HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEE'S MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEE'S AUTHORITY INCLUDES: BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 2 OFFICER BUSINESS RELATIONSHIP 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 AND DR. LEE SACKS 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.
FORM 990, PART VI, QUESTION 6 DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS BYLAWS PROVIDE FOR CORPORATE MEMBERS.
FORM 990, PART VI, QUESTION 7A DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS DIRECTORS OF THE BOARD ARE CORPORATE MEMBERS OF ADVOCATE HEALTH AND HOSPITAL BOARD, WHICH ELECTS THE BOARD OF DIRECTORS.
FORM 990, PART VI, QUESTION 7B DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPOINT OUTSIDE AUDITORS AND ESTABLISH AND REVISE ALL FINANCIAL CONTROL POLICIES, AND ANY CHANGES TO SUCH POLICIES, BEFORE SUCH POLICIES OR CHANGES BECOME EFFECTIVE; CAUSE THE CORPORATION TO PAY, LOAN OR OTHERWISE TRANSFER PROPERTY AND FUNDS TO OTHER ENTITIES AFFILIATED WITH THE CORPORATE MEMBER; AMEND THE BYLAWS WITHOUT ACTION OR APPROVAL BY THE BOARD OF DIRECTORS (AFTER TEN DAYS NOTICE TO THE CORPORATION'S BOARD OF DIRECTORS OF THE PROPOSED AMENDMENT(S) WITH AN OPPORTUNITY FOR BOARD MEMBERS TO CONSULT WITH THE CORPORATE MEMBER REGARDING THE PROPOSED AMENDMENT; APPROVAL OF THE OVERALL MISSION, PHILOSOPHY AND VALUES STATEMENTS AND ANY AMENDMENTS OR SUPPLEMENTS TO SUCH STATEMENTS; APPROVAL OF THE OVERALL STRATEGIC PLANS; APPROVAL OF ALL OVERALL OPERATING AND CAPITAL BUDGETS BEFORE ANY EXPENDITURE, PURSUANT TO SUCH BUDGETS ARE MADE OR COMMITTED, AND APPROVAL OF ALL EXPENDITURES ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF THE INCURRENCE OR GUARANTEE OF ANY INDEBTEDNESS FOR BORROWED MONEY WHICH HAS NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR WHICH IS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL TRANSFERS OF OWNERSHIP OR DONATIONS OF ASSETS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION BEFORE THEY BECOME EFFECTIVE; APPROVAL OF ANY MERGER, CONSOLIDATION, OR DISSOLUTION; AND APPROVAL OF THE CREATION OF OR AFFILIATION WITH ANY SUBSIDIARY OR AFFILIATE, BEFORE SUCH ENTITY IS CREATED OR THE ENTRANCE INTO ANY JOINT VENTURE IF THE CONTEMPLATED ACTIVITY WILL INVOLVE THE EXPENDITURE OF FUNDS OR THE ASSUMPTION OF OBLIGATIONS WHICH HAVE NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR REQUIRE MEMBER APPROVAL UNDER THE FINANCIAL CONTROL POLICIES.
FORM 990, PART VI, QUESTION 11B DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVENING BODY TO REVIEW 990 ADVOCATE'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE / CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTOR'S AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. AT THE NOVEMBER AUDIT COMMITTEE MEETING, THE VP OF FINANCE / CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER COORDINATED A REVIEW OF THE FORM 990 WITH COMMITTEE MEMBERS, AS THE AUDIT COMMITTEE IS THE COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH OVERSIGHT OF AUDIT AND TAX MATTERS. THE VP OF FINANCE / CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER RESPONDED TO THE AUDIT COMMITTEE MEMBERS' QUESTIONS AND PROVIDED THE OPPORTUNITY FOR DETAILED DISCUSSION OF THE FORM 990. THE CHANGES IDENTIFIED WERE INCORPORATED, AND THEN A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED.
FORM 990, PART VI, QUESTION 12C DESCRIBE THE PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS INTERESTED PERSONS). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT.
FORM 990, PART VI, QUESTIONS 15 A & B OFFICES & POSITIONS FOR WHICH PROCES WAS USED, & YEAR PROCESS WAS BEGUN 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 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 DOC, 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 CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, QUESTION 9 FASB 158 ADJUSTMENTS $ 59,316,575 CONTRIBUTION FROM AHHS $ 8,000,000 CONTRIBUTION FROM ACMC $ 40,000,000 CONTRIBUTION FROM ANSHN $ 75,000,000 CONTRIBUTION TO AHCN $(205,000,000) TOTAL $ (22,683,425)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
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 (if applicable) 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 entity?
Yes No
(1) ADVOCATE HEALTH CARE NETWORK

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
36-2167779
PARENT CORP IL 501(c)(3) 11-III-FI NA
 
 
No
(2) ADVOCATE CHARITABLE FOUNDATION

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
36-3297360
Fundraising IL 501(c)(3) 7 AHCN
 
 
No
(3) ADVOCATE CONDELL MEDICAL CENTER

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
26-2525968
HEALTH CARE IL 501(c)(3) 3 AHHC
 
Yes
 
(4) EHS HOME HEALTH CARE SERVICE INC

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
36-2913108
HOME CARE IL 501(c)(3) 9 AHHC
 
Yes
 
(5) MERIDIAN HOSPICE

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
36-3158667
HOSPICE CARE IL 501(c)(3) 9 EHSHHCS
 
 
No
(6) HISPANOCARE INC

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
36-3606486
HEALTH CARE IL 501(c)(3) 9 ANSHN
 
 
No
(7) ADVOCATE SHERMAN HOSPITAL

3075 Highland Parkway Ste 600

DOWNERS GROVE,IL60515
36-2167920
HEALTH CARE IL 501(c)(3) 3 AHCN
 
 
No
(8) SHERMAN WEST COURT

3075 Highland Parkway Ste 600

DOWNERS GROVE,IL60515
36-3725580
NURSING CARE IL 501(c)(3) 9 ASH
 
 
No
(9) SHERMAN HOME HEALTH CARE CORPORATION

901 Center Street Suite 2001A

Elgin,IL60120
36-3330085
HOME CARE IL 501(c)(3) 9 ASH
 
 
No
(10) ADVOCATE NORTH SIDE HEALTH NETWORK

3075 HIGHLAND PARKWAY STE 600

DOWNERS GROVE,IL60515
36-3196629
HEALTH CARE IL 501(C)(3) 3 AHHC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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 SURGRY CTR PSHP

1221 N HIGHLND
AURORA,IL60506
36-3890298
MEDICAL SERVICES IL NA
 
        No     No  












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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ADVOCATE HEALTH CENTERS INC

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
36-4217291
MEDICAL SERVICES IL NA
 
C Corp          
(2) EVANGELICAL SERVICES CORPORATION

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
36-3208101
MANAGEMENT SVCS IL NA
 
C Corp          
(3) ADVOCATE INSURANCE SPC

878 West Bay Road PO Box 1159
GRAND CAYMAN   KY1-1102
CJ
98-0422925
INSURANCE CJ NA
 
C Corp 20,386,618 268,064,471 100.000 %    
(4) ADVOCATE HOME CARE PRODUCTS INC

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
36-3315416
HEALTH SERVICES IL NA
 
C Corp          
(5) HIGH TECHNOLOGY INC

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
36-3368224
MEDICAL SERVICES IL NA
 
C Corp          
(6) CENTER FOR ENDOSCOPY LLC

22285 Pepper Road
Lake Barrington,IL60010
26-2387298
HEALTH SERVICES IL NA
 
C Corp          
(7) MIDWEST HEART SPECIALISTS LTD

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
36-2841923
MEDICAL SERVICES IL NA
 
C Corp 0 11,161,443 100.000 %    
(8) PARKSIDE CENTER CONDO ASSOCIATION

1775 West Dempster Street
Park Ridge,IL60068
36-3452486
PROPERTY MGMT IL NA
 
C Corp 66,615 409,214 85.000 %    
(9) DREYER CLINIC INC

1877 W Downer Place
Aurora,IL60506
36-2690329
MEDICAL SERVICES IL NA
 
C Corp          
(10) BROMENN PHYSICIAN MANAGEMENT CORPORATION

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
37-1313150
MEDICAL SERVICES IL NA
 
C Corp          
(11) SHERMAN HEALTH INSURANCE COMPANY LTD

878 West Bay Road PO Box 1159
GRAND CAYMAN   KY1-1102
CJ
98-0703036
INSURANCE CJ NA
 
C Corp          
(12) HEALTH VISIONS INC

3075 Highland Parkway Ste 600
Downers Grove,IL60515
36-3780082
MEDICAL SERVICES IL NA
 
C Corp          
(13) SHERMAN GROUP PRACTICE INC

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
26-2891035
MEDICAL SERVICES IL NA
 
C Corp          
(14) SHERMAN PHYSICIAN GROUP INC

3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE,IL60515
26-4800497
MEDICAL SERVICES IL NA
 
C Corp          
(15) SHERMANCHOICE INC

1425 N Randall Road
Elgin,IL60123
36-4058392
PHYS-HOSP-ORGN IL NA
 
C Corp          
(16) THE DELPHI GROUP IV INC

1425 N RANDALL ROAD
ELGIN,IL60123
36-4017279
HEALTH COST MGT IL NA
 
C Corp          
(17) SHERMAN VENTURES INC

934 Center Street
ELGIN,IL60123
36-4292309
HOLDING COMPANY IL NA
 
C Corp          
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) ADVOCATE NORTH SIDE HEALTH NETWORK

a 208,593 FMV
(2) ADVOCATE CONDELL MEDICAL CENTER

a 32,189 FMV
(3) EHS HOME HEALTH CARE SERVICE INC

a 157,951 FMV
(4) ADVOCATE HEALTH CARE NETWORK

b 205,000,000 COST
(5) ADVOCATE NORTHSIDE HEALTH NETWORK

c 75,000,000 COST
(6) ADVOCATE CONDELL MEDICAL CENTER

c 40,000,000 COST
(7) EHS HOME HEALTH CARE SERVICE INC

c 8,000,000 COST
(8) ADVOCATE INSURANCE SPC

f 35,000,000 COST
(9) ADVOCATE NORTH SIDE HEALTH NEWORK

j 147,641 COST
(10) ADVOCATE CONDELL MEDICAL CENTER

j 116,299 COST
(11) ADVOCATE NORTH SIDE HEALTH NETWORK

l 72,078,429 COST
(12) ADVOCATE CONDELL MEDICAL CENTER

l 44,742,741 COST
(13) EHS HOME HEALTH CARE SERVICE INC

l 1,689,205 COST
(14) ADVOCATE NORTH SIDE HEALTH NETWORK

m 21,022,829 COST
(15) ADVOCATE CONDELL MEDICAL CENTER

m 1,415,223 COST
(16) EHS HOME HEALTH CARE SERVICES INC

m 380,902 COST
(17) ADVOCATE NORTH SIDE HEALTH NETWORK

p 32,344,511 COST
(18) ADVOCATE CONDELL MEDICAL CENTER

p 12,574,327 COST
(19) MIDWEST HEART SPECIALISTS INC

p 579,916 COST
(20) ADVOCATE INSURANCE SPC

p 796,671 COST
(21) EHS HOME HEALTH CARE SERVICE INC

p 741,161 COST
(22) ADVOCATE NORTH SIDE HEALTH NETWORK

q 76,778,936 COST
(23) ADVOCATE CONDELL MEDICAL CENTER

q 40,878,793 COST
(24) MIDWEST HEART SPECIALISTS LTD

q 455,507 COST
(25) ADVOCATE INSURANCE SPC

q 37,350,897 COST
(26) EHS HOME HEALTH CARE SERVICE INC

q 8,140,084 COST
(27) ADVOCATE NORTH SIDE HEALTH NETWORK

r 54,223,214 COST
(28) ADVOCATE CONDELL MEDICAL CENTER

r 3,364,077 COST
(29) MIDWEST HEART SPECIALISTS

r 462,423 COST
(30) ADVOCATE NORTH SIDE HEALTH NETWORK

s 1,711,982 COST
(31) ADVOCATE CONDELL MEDICAL CENTER

s 173,313 COST
(32) MIDWEST HEART SPECIALISTS

s 310,739 COST
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(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 Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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