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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3075 HIGHLAND PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOWNERS GROVE, IL60515
D Employer identification number

36-3196629
E Telephone number

G Gross receipts $ 514,215,091
F Name and address of principal officer:
Susan Nordstrom Lopez
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: 1983
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SERVE HEALTH NEEDS OF COMMUNITIES THROUGH WHOLISTIC PHILOSOPHY ROOTED IN FUNDAMENTAL UNDERSTANDING OF HUMANS AS CREATED IN THE IMAGE OF GOD.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 7
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 2,908
6 Total number of volunteers (estimate if necessary) ............. 6 345
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 395,691
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,623,234 5,991,871
9 Program service revenue (Part VIII, line 2g) ......... 479,394,750 437,513,852
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 7,656,723 11,475,644
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,433,555 7,222,139
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 500,108,262 462,203,506
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 193,590 141,600
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) 214,603,003 174,547,879
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 220,875,365 207,377,305
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 435,671,958 382,066,784
19 Revenue less expenses. Subtract line 18 from line 12....... 64,436,304 80,136,722
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 459,708,706 509,162,926
21 Total liabilities (Part X, line 26)............. 126,605,400 102,496,525
22 Net assets or fund balances. Subtract line 21 from line 20..... 333,103,306 406,666,401
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
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 (2014)
Form 990 (2014)
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 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.
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 $ 303,116,176 including grants of $ 141,600 ) (Revenue $ 423,976,747 )
PROVIDING INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. INCLUDED IN THIS PROGRAM SERVICE ARE THE PROVISION OF CHARITY CARE AND TRAUMA CARE. AS PART OF ITS COMMUNITY BENEFITS STRATEGY AND ITS MISSION, ADVOCATE NORTH SIDE HEALTH NETWORK (ANSHN), FOR WHICH ADVOCATE ILLINOIS MASONIC MEDICAL CENTER (AIMMC) IS THE ONLY HOSPITAL, IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. AN EXAMPLE OF THIS IS AIMMC'S PROVISION OF CHARITY CARE WHICH PROVIDES INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. AS PART OF ITS COMMUNITY BENEFITS STRATEGY AND ITS MISSION, AIMMC IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. AIMMC 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 FEDERAL POVERTY LEVEL. THE MEDICAL CENTER ALSO CONSIDERS A PATIENT'S EXTENUATING CIRCUMSTANCES TO QUALIFY PATIENTS FOR CHARITY CARE. FOR UNINSURED PATIENTS, AIMMC WILL PRESUMPTIVELY PROVIDE CHARITY CARE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY AND, IN SOME CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA IS NOT AVAILABLE FOR UNINSURED PATIENTS, THEN FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. AIMMC EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL, ALSO TAKING INTO CONSIDERTION THE INSURED PATIENT'S EXTENUATING CIRCUMSTANCES. ALTHOUGH ITS CHARITY CARE POLICY IS VERY GENEROUS, AIMMC CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE WHEN THEY NEED IT TO THOSE WHO NEED HELP. THE MEDICAL CENTER MAINTAINS HIGHLY VISIBLE SIGNAGE AND BROCHURES IN MULTIPLE LANGUAGES TO INFORM PATIENTS OF THE AVAILABILITY OF FINANCIAL HELP AND FINANCIAL COUNSELORS. INFORMATION ABOUT ITS CHARITY CARE PROGRAM AND CHARITY APPLICATIONS IS PROVIDED TO ALL UNINSURED PATIENTS DURING REGISTRATION AND IS MAILED TO THEM IN ADVANCE OF THE FIRST PATIENT BILLING. AFTER THAT, EACH UNINSURED PATIENT'S BILL INCLUDES SUMMARY INFORMATION REGARDING THE CHARITY CARE PROGRAM. IN THE AREA OF TRAUMA CARE, AIMMC IS DEDICATED TO PROVIDING EXPERT EMERGENCY CARE - TODAY AND IN THE FUTURE. THE MEDICAL CENTER'S LEVEL I TRAUMA CENTER CARES FOR THE MOST SERIOUSLY INJURED PEOPLE IN ITS SERVICE AREA. IN 2014, AIMMC EXPERIENCED 924 TRAUMA VISITS. THE TRAUMA CENTER IS STAFFED BY ON-SITE, 24-HOUR-A-DAY TRAUMA SURGEONS, AND FEATURES 24-HOUR SURGICAL AND NONSURGICAL SERVICES, SUCH AS RADIOLOGY AND ANESTHESIA.
4b (Code:   ) (Expenses $ -1,012,909 including grants of $   ) (Revenue $ -858,375 )
HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. AS PART OF AIMMC'S BROAD ARRAY OF SERVICES AND PROGRAMS DESIGNED TO MEET COMMUNITY HEALTH NEEDS, ITS PHYSICIANS FOCUS ON ADDRESSING THE MOST SIGNIFICANT ISSUES IMPACTING PUBLIC HEALTH IN AIMMC'S SERVICE AREA. THROUGH THIS FOCUSED APPROACH, PHYSICIANS ALSO CONCENTRATE ON PROVIDING PROGRAMS AND SERVICES THAT TARGET THE UNIQUE NEEDS FOR HEALTH CARE ACCESS OF UNINSURED, UNDERINSURED, UNDERSERVED AND SPECIAL NEEDS INDIVIDUALS LIVING IN THE COMMUNITIES SERVED BY THE MEDICAL CENTER. ONE SUCH PROGRAM IS THE PEDIATRIC DEVELOPMENT CENTER (PDC) LOCATED ON AIMMC'S CAMPUS. MORE THAN HALF OF THE FAMILIES SERVED IN THE PDC ARE LOW INCOME. THE PROGRAM SERVES CHILDREN WITH AUTISM AND THEIR FAMILIES, AND PROVIDES A 12-MONTH COURSE OF INTENSIVE, HOME-BASED INTERVENTION FOR CHILDREN WITH AUTISM BETWEEN AGES 2 TO 6 YEARS OLD. INTEGRATING A VARIETY OF TREATMENT APPROACHES, THE PROGRAM GOALS INCLUDE ORGANIZING THE HOME ENVIRONMENT FOR SUCCESSFUL PARENTING, DEVELOPING A FUNCTIONAL COMMUNICATION SYSTEM FOR THE CHILD, TEACHING PARENTS HOW TO HELP THEIR YOUNG CHILD WITH AUTISM TO GROW AND LEARN, AND PREPARING THE CHILD TO TAKE FULL ADVANTAGE OF SPECIAL EDUCATION. THE AUTISM TREATMENT CENTER IS THE LARGEST IN THE STATE. WHILE THIS IS JUST ONE EXAMPLE, AIMMC HAS SEVERAL KEY PROGRAMS PROVIDED BY PHYSICIANS EMPLOYED BY THE MEDICAL CENTER. BOTH THE MEDICAL CENTER'S PHYSICIANS AND STAFF ALSO PROVIDE YEAR ROUND HEALTH EDUCATION, LECTURES AND SCREENINGS AT COMMUNITY HEALTH EVENTS THROUGHOUT ANSHN'S SERVICE AREA.
4c (Code:   ) (Expenses $ 24,525,235 including grants of $   ) (Revenue $ 6,134,323 )
GRADUATE MEDICAL EDUCATION - AIMMC IS COMMITTED TO TRAINING HEALTH CARE PROVIDERS IN A BROAD RANGE OF SPECIALTIES. IN 2014, 602 MEDICAL STUDENTS COMPLETED ROTATIONS AND 250 MEDICAL RESIDENTS AND FELLOWS RECEIVED HANDS-ON TRAINING AT THE MEDICAL CENTER. ALSO AN IMPORTANT COMPONENT IS ITS COMMITMENT TO TRAINING OTHER HEALTH CARE PROFESSIONALS; SUCH AS PHARMACY, NURSING, PSYCHOLOGY REHAB, AND SOCIAL WORK STUDENTS. AIMMC'S SPIRITUAL CARE LEADER ALSO OVERSEES A CLINICAL PASTORAL EDUCATION PROGRAM, PROVIDING OPPORTUNITIES FOR SEMINARY STUDENTS AND LOCAL HEALTH LEADERS TO GROW AND DEVELOP SPIRITUAL CARE MINISTRY SKILLS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 10,654,792 including grants of $   ) (Revenue $ 8,322,650 )
4e Total program service expensesMediumBullet337,283,294
Form 990 (2014)
Form 990 (2014)
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
 
No
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
Yes
 
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
 
No
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.........
14b
 
No
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 IV
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...
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) ....
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............
18
 
No
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...................
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or 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
 
No
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 (2014)
Form 990 (2014)
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
216
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
2,908
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
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
12
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
7
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
 
No
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
 
 
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJames Doheny
3075 Highland Parkway Ste 600
Downers Grove,IL60515 (630) 929-5543
Form 990 (2014)
Form 990 (2014)
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........................................................................
Exec VP, COO, director
1.0
.......................43.0
X   X       0 5,592,968 2,089,788
(2) Michele Baker Richardson........................................................................
Chairperson, Director
1.0
.......................3.0
X           0 0 0
(3) John Timmer........................................................................
Vice Chairperson, Director
1.0
.......................3.0
X           0 0 0
(4) Gail D Hasbrouck........................................................................
SVP, Gen Counsel & Corp sec
1.0
.......................48.0
X   X       0 1,150,732 188,617
(5) David Anderson........................................................................
Director
1.0
.......................3.0
X           0 0 0
(6) Rev Dr Nathaniel Edmond........................................................................
Director
1.0
.......................5.0
X           0 0 0
(7) Ron Greene........................................................................
Director
1.0
.......................3.0
X           0 0 0
(8) Mark Harris........................................................................
Director
1.0
.......................3.0
X           0 0 0
(9) Rick Jakle........................................................................
Director
1.0
.......................5.0
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) Gary Stuck MD........................................................................
Director
1.0
.......................3.0
X           0 0 0
(13) William P Santulli........................................................................
President
1.0
.......................43.0
    X       0 2,492,478 779,240
(14) Lee B Sacks MD........................................................................
Exec VP, Chief Medical officer
1.0
.......................42.0
    X       0 1,890,745 347,784
(15) James Doheny........................................................................
VP, Finan & Corp Controller
1.0
.......................49.0
    X       0 454,164 54,251
(16) James Dan MD........................................................................
Pres Phys & Ambulatory Svcs
1.0
.......................43.0
    X       0 1,382,301 263,198
(17) Rev Kathie Bender Schwich........................................................................
SVP, Mission & Spiritual care
1.0
.......................42.0
    X       0 548,238 223,890
Form 990 (2014)
Form 990 (2014)
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) Kevin Brady........................................................................
SVP, Human Resources
1.0
.......................42.0
    X       0 1,199,503 252,728
(19) Susan Campbell........................................................................
SVP of Patient Cr Chf nur ofcr
1.0
.......................43.0
    X       0 521,658 193,381
(20) Kelly Jo Golson........................................................................
SVP, MarkETING
1.0
.......................42.0
    X       0 801,861 119,399
(21) Dominic J Nakis........................................................................
SVP, CFO & TREASURER
1.0
.......................46.0
    X       0 1,774,769 348,593
(22) Scott Powder........................................................................
SVP/CHIEF STRATEGY OFFICER
1.0
.......................42.0
    X       0 856,917 179,488
(23) Bruce D Smith........................................................................
SVP, cio
1.0
.......................42.0
    X       0 1,136,939 206,153
(24) Susan Nordstrom Lopez........................................................................
President of Advocate IMMC
40.0
.......................1.0
      X     1,183,904 0 249,551
(25) Stephen Locher........................................................................
Chair Obstetrics/Gynecology
40.0
.......................0.0
        X   516,906 0 48,879
(26) Vijay Maker........................................................................
Chair Surgery Department
40.0
.......................0.0
        X   539,453 0 41,364
(27) James Malow........................................................................
Chair Dept Internal MedicinE
40.0
.......................0.0
        X   378,901 0 43,181
(28) Donna King........................................................................
VP Clinical Ops/CNE
40.0
.......................0.0
        X   372,452 0 36,336
(29) Robert Zadylak........................................................................
VP Medical Management
40.0
.......................0.0
        X   491,924 0 39,659
(30) Ben Grigaliunas........................................................................
SVP, Human RESOURCES
0.0
.......................0.0
          X 0 215,578 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,483,540 20,018,851 5,705,480
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet170
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
Custom Contracting Ltd,
21020 N Rand Road Suite D
Lake Zurich,IL60047
Construction Contr 3,680,061
Aramark Healthcare Support Services,
25271 Network Place
Chicago,IL606731252
Hospital Services 1,760,768
Smithgroup JJR,
35 E Wacker Suite 2200
Chicago,IL60601
Architecture Service 838,777
Superior Health Linens,
5005 S Packard Avenue
Cudahy,WI53110
Laundry Services 767,479
Barker Castro LLC,
115 S LaSalle 2900
Chicago,IL60603
Legal Services 371,962
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet13
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 3,819,521
e Government grants (contributions)1e 2,160,943
f All other contributions, gifts, grants, and
similar amounts not included above
1f
11,407
g Noncash contributions included in lines
1a-1f:$
0
h Total. Add lines 1a-1f.......MediumBullet 5,991,871
 Program Service RevenueAmt Business Code
2a Blue Cross/ Managed Care 622110 193,583,901 193,583,901 0 0
b Medicare/ Medicaid 622110 138,458,519 138,458,519 0 0
c Pharmacy 446110 46,706,064 46,706,064 0 0
d Program Service Revenue 622110 31,633,950 31,633,950 0 0
e Other/ Commercial Payors 622110 27,131,418 27,131,418 0 0
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 437,513,852
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 9,064,979     9,064,979
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 3,629,851 175
b Less: rental expenses    
c Rental income or (loss) 3,629,851 175
d Net rental income or (loss).......MediumBullet 3,630,026     3,630,026
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 53,916,250 506,000
b Less: cost or other basis and sales expenses 51,572,126 439,459
c Gain or (loss) 2,344,124 66,541
d Net gain or (loss)..........MediumBullet 2,410,665   395,691 2,014,974
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
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 Parking 812930 2,105,106 0 0 2,105,106
b Cafeteria Revenue 722210 1,425,515 0 0 1,425,515
c Miscellaneous 900099 61,492 61,492 0 0
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 3,592,113
12 Total revenue. See Instructions......MediumBullet 462,203,506 437,575,344 395,691 18,240,600
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 141,600 141,600
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 .... 1,433,455 1,433,455 0 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 215,991 215,991 0 0
7 Other salaries and wages .... 139,716,004 136,156,446 3,559,558 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,241,301 4,241,301 0 0
9 Other employee benefits ....... 19,683,167 19,720,291 -37,124 0
10 Payroll taxes ........... 9,257,961 9,060,590 197,371 0
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 1,025 0 1,025 0
c Accounting ........... 82,970 0 82,970 0
d Lobbying ........... 26,230 0 26,230 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 291,936 0 291,936 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 12,914,942   12,914,942  
12 Advertising and promotion .... 295,160 119,726 175,434 0
13 Office expenses ....... 3,434,401 3,144,525 289,876 0
14 Information technology ...... 14,126,831 900,072 13,226,759 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 4,403,249 4,402,427 822 0
17 Travel ............ 420,228 360,395 59,833 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 .... 422,615 413,643 8,972 0
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization ..... 14,310,703 14,068,853 241,850 0
23 Insurance .............. 8,863,689 8,863,659 30 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 48,450,089 48,223,338 226,751 0
b Bad Debt 29,497,212 29,497,212 0 0
c Other Intercompany 24,592,877 24,339,868 253,009 0
d Public Assessment Fee 17,288,724 17,288,724 0 0
e All other expenses 27,954,424 14,691,178 13,263,246  
25 Total functional expenses. Add lines 1 through 24e 382,066,784 337,283,294 44,783,490 0
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      
Form 990 (2014)
Form 990 (2014)
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 ............. 32,458,771 1 11,684,063
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ........... 165,531 3 3,796,698
4 Accounts receivable, net ............. 60,017,267 4 60,949,021
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 ............. 0 7 0
8 Inventories for sale or use .............. 7,820,305 8 7,409,801
9 Prepaid expenses and deferred charges .......... 772,344 9 450,150
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 351,926,167
b Less: accumulated depreciation ..... 10b 118,812,362 178,436,820 10c 233,113,805
11 Investments—publicly traded securities .......... 51,989,789 11 87,777,592
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 92,455,222 13 89,255,425
14 Intangible assets ............... 104,350 14 0
15 Other assets. See Part IV, line 11 ........... 35,488,307 15 14,726,371
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 459,708,706 16 509,162,926
Liabilities 17 Accounts payable and accrued expenses ......... 84,986,471 17 59,181,378
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 3,380,666 19 4,317,314
20 Tax-exempt bond liabilities ............. 0 20 0
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 .. 0 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.................... 38,238,263 25 38,997,833
26 Total liabilities. Add lines 17 through 25......... 126,605,400 26 102,496,525
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 .............. 333,103,306 27 401,914,142
28 Temporarily restricted net assets ........... 0 28 4,752,259
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 ........... 333,103,306 33 406,666,401
34 Total liabilities and net assets/fund balances ........ 459,708,706 34 509,162,926
Form 990 (2014)
Form 990 (2014)
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
462,203,506
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
382,066,784
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
80,136,722
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
333,103,306
5
Net unrealized gains (losses) on investments ...............
5
-6,573,627
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
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
406,666,401
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.)..            
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 section 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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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
2014
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
0
d
Mailings to members, legislators, or the public? .........................
 
No
0
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? ........
 
No
0
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
0
i
Other activities? ..........................
Yes
 
26,230
j
Total. Add lines 1c through 1i ...............................
26,230
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1I SUPPLEMENTAL LOBBYING INFORMATION ADVOCATE NORTH SIDE HEALTH NETWORK 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 NORTH SIDE HEALTH NETWORK ALSO REIMBURSES VARIOUS ASSOCIATES FOR DUES PAID TO VARIOUS PROFESSIONAL ORGANIZATIONS AND ALSO FOR EDUCATIONAL EXPENSES PROVIDED BY PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE NORTH SIDE HEALTH NETWORK 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) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .................   41,430,313 41,430,313
b Buildings ................   140,978,192 75,746,112 65,232,080
c Leasehold improvements ............   1,722,758 1,449,804 272,954
d Equipment ................   65,578,642 41,616,446 23,962,196
e Other .................   102,216,262   102,216,262
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 233,113,805
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
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
(1) Masonic Family Health Fdn 88,205,000 F
(2) Chicago Northside MRI 950,858 F
(3) Rehab Institute of Chicago 99,567 F






Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 89,255,425
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 130,345
Third Party Settlements 35,209,473
Ravenswood Community Committment 2,530,204
Remediation Cost Liability 1,127,811






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 38,997,833
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) 2014

Schedule D (Form 990) 2014
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 (losses) 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) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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 criteria used 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
 
No
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
 
 
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) ..
    7,677,603 145,996 7,531,608 2.140 %
b Medicaid (from Worksheet 3,
column a) ....
    97,402,032 94,970,442 2,431,590 0.690 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    105,079,635 95,116,438 9,963,198 2.830 %
Other Benefits
    1,599,208   1,599,208 0.450 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    28,872,400 6,134,323 22,738,077 6.450 %
g Subsidized health services
(from Worksheet 6) ..
    7,781,853 7,053,401 728,452 0.210 %
h Research (from Worksheet 7)            
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    439,368   439,368 0.120 %
j Total. Other Benefits ..     38,692,829 13,187,724 25,505,105 7.230 %
k Total. Add lines 7d and 7j .     143,772,464 108,304,162 35,468,303 10.060 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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
29,497,212
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
370,530
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
67,443,103
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
64,949,174
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
2,493,929
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) 2014
Schedule H (Form 990) 2014
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?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ILLINOIS MASONIC MEDICAL CENTER
836 WEST WELLINGTON AVENUE
CHICAGO,IL60657
http://www.advocatehealth.com/immc/
license no 0005165
X X   X     X      
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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)
ILLINOIS MASONIC MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): www.advocatehealth.com/chnareports
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

ILLINOIS MASONIC MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

ILLINOIS MASONIC MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23 Yes  
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SEC B, LINE 2 N/A PART V, SEC B, LINE 3J N/A PART V, SEC B, LINE 5 COMMUNITY HEALTH COUNCILS REVIEW DATA & SET PRIORITIES IN SUPPORT OF THIS VISION AND IN ALIGNMENT WITH ADVOCATE HEALTH CARE'S STANDARDIZED APPROACH, ILLINOIS MASONIC MEDICAL CENTER CONVENED A COMMUNITY HEALTH COUNCIL TO CONDUCT ITS COMPREHENSIVE CHNA. THIS COUNCIL WAS CO-CHAIRED BY THE MEDICAL CENTER'S VICE-PRESIDENT OF MISSION & SPIRITUAL CARE AND COMMUNITY RELATIONS, AND THE DIRECTOR OF COMMUNITY HEALTH. THE COMMUNITY HEALTH COUNCIL WAS 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 COMMUNITY HEALTH COUNCIL GAPS IN EXPERTISE. THE TITLES AND AFFILIATIONS OF THE COMMUNITY HEALTH COUNCIL'S MEMBERS ARE PROVIDED BELOW. ILLINOIS MASONIC MEDICAL CENTER COMMUNITY HEALTH COUNCIL MEMBERS: * ASSOCIATE PASTOR, ST. PAUL'S UNITED CHURCH OF CHRIST/MEMBER, GOVERNING COUNCIL, ILLINOIS MASONIC MEDICAL CENTER * PASTOR, SPANISH CHRISTIAN CHURCH/MEMBER, GOVERNING COUNCIL, ILLINOIS MASONIC MEDICAL CENTER * PASTOR, ST. LUKE'S LUTHERAN CHURCH/MEMBER, GOVERNING COUNCIL, ILLINOIS MASONIC MEDICAL CENTER * CHAIRMAN, FAMILY PRACTICE, ILLINOIS MASONIC MEDICAL CENTER/MEMBER, GOVERNING COUNCIL, ILLINOIS MASONIC MEDICAL CENTER * REGISTERED NURSE AND COMMUNITY HEALTH CONSULTANT * VICE PRESIDENT, CLINICAL OPERATIONS AND CHIEF NURSING OFFICER, ILLINOIS MASONIC MEDICAL CENTER * VICE PRESIDENT, BUSINESS DEVELOPMENT, ILLINOIS MASONIC MEDICAL CENTER * VICE PRESIDENT, MISSION & SPIRITUAL CARE AND COMMUNITY RELATIONS, ILLINOIS MASONIC MEDICAL CENTER * ASSOCIATE GENERAL COUNSEL, LEGAL AFFAIRS DEPARTMENT, ADVOCATE HEALTH CARE * ADMINISTRATOR, FINANCE, ILLINOIS MASONIC MEDICAL CENTER * CEO, HISPANOCARE AND DIRECTOR OF COMMUNITY HEALTH & EDUCATION, ILLINOIS MASONIC MEDICAL CENTER * DIRECTOR, PUBLIC AFFAIRS & MARKETING, ILLINOIS MASONIC MEDICAL CENTER * DIRECTOR, CLINICAL TRANSFORMATION, ILLINOIS MASONIC MEDICAL CENTER * DIRECTOR, MEDICAL EDUCATION & MEDICAL RESEARCH, ILLINOIS MASONIC MEDICAL CENTER * MANAGER, PUBLIC AFFAIRS, ILLINOIS MASONIC MEDICAL CENTER * PLANNING MANAGER, BUSINESS DEVELOPMENT AND STRATEGY, ILLINOIS MASONIC MEDICAL CENTER * SENIOR BUDGET ANALYST, ILLINOIS MASONIC MEDICAL CENTER * COORDINATOR, HISPANOCARE, ILLINOIS MASONIC MEDICAL CENTER SELECTED MEMBERS OF THE MEDICAL CENTER'S COMMUNITY HEALTH COUNCIL ATTENDED TWO CHNA WORKSHOPS HOSTED BY THE ADVOCATE SYSTEM, WHICH 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 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 AND INTERNAL KEY INFORMANTS TO DETERMINE THE POTENTIAL FOR PARTNERSHIPS WITH OTHER ORGANIZATIONS AND FOR SHARING RESOURCES TO ADDRESS COMMUNITY NEED. ILLINOIS MASONIC MEDICAL CENTER'S CHNA RESULTS AND SELECTED PRIORITIES WERE SHARED WITH THE MEDICAL CENTER'S GOVERNING COUNCIL DURING EACH OF THE FIRST TWO YEARS OF THE THREE-YEAR PROCESS, WITH FULL ENDORSEMENT OF THE MEDICAL CENTER'S COMMUNITY HEALTH PLAN BY ITS GOVERNING COUNCIL ON DECEMBER 17, 2014. OTHER KEY INFORMANTS ARE LISTED BELOW: ADVOCATE ILLINOIS MASONIC MEDICAL CENTER CONSULTED WITH THE CHICAGO DEPARTMENT OF PUBLIC HEALTH TO PROCURE HEALTH ASSESSMENTS FOR THE COMMUNITY SERVED BY ADVOCATE ILLINOIS MASONIC MEDICAL CENTER. PART V, SEC B, LINE 6A N/A PART V, SEC B, LINE 6B N/A PART V, SEC B, LINE 7D N/A PART V, SEC B, LINE 11 ILLINOIS MASONIC MEDICAL CENTER'S COMMUNITY HEALTH COUNCIL IDENTIFIED SEVERAL KEY HEALTH NEEDS WITHIN THE COMMUNITY INCLUDING CANCER, HEART DISEASE, BEHAVIORAL HEALTH SERVICES, DENTAL SERVICES, AND CHILDHOOD AND ADOLESCENT OBESITY. THE TWO HEALTH ISSUES IDENTIFIED AS PRIORITIES TO BE ADDRESSED WERE: 1. BEHAVIORAL HEALTH SERVICES/MENTAL HEALTH 2. DENTAL SERVICES PRIORITY AREA: MENTAL HEALTH TARGET POPULATION: CHRONICALLY AND PERSISTENTLY MENTALLY ILL INDIVIDUALS IN ACUTE CRISIS. GOAL: DECREASE EMERGENCY AND HOSPITAL VISITS FOR PSYCHIATRIC CARE; IMPROVE HEALTH STATUS AND PERCEPTION OF PHYSICAL AND EMOTIONAL WELLBEING. PERFORMANCE MEASURES: * PERCENT OF KEPT APPOINTMENTS FOR INITIAL OUTPATIENT BEHAVIORAL HEALTH CARE POST HOSPITAL INPATIENT PSYCHIATRIC DISCHARGE (GOAL IS 90%). * PERCENT OF PATIENTS SERVED BY FIRST ACCESS WHO HAVE AT LEAST ONE CONTACT PER MONTH WITH BEHAVIORAL HEALTH STAFF (GOAL IS 80%). OBJECTIVE #1: INCREASE ACCESS TO BEHAVIORAL HEALTH ASSESSMENT AND CRISIS STABILIZATION SERVICES. ACCOMPLISHMENTS: * BEHAVIORAL HEALTH SERVICES (BHS) HIRED TWO CLINICIANS TO STAFF THE FIRST ACCESS INITIATIVE; HIRE DATE: MARCH 17, 2014. * FIRST ACCESS CLINICIANS WERE ORIENTED TO PERFORMANCE IMPROVEMENT, AND REGULATORY AND PAYER GUIDELINES THAT SUPPORT FIRST ACCESS. * CLINICIANS WERE TRAINED IN MOTIVATIONAL INTERVIEWING ON JUNE 17, 2014, BY MANAGER, BEHAVIORAL HEALTH SERVICES. ONGOING SUPERVISION PROVIDED CONTINUES TO PURPOSEFULLY EMBED THESE PRINCIPLES INTO THE CARE MODEL. * FIRST ACCESS SERVICES EXPANDED HOURS EFFECTIVE MAY 30, 2014, TO 8 HOURS PER DAY MONDAY THROUGH FRIDAY AND FOUR HOURS ON SATURDAYS. * DIRECTOR OF BEHAVIORAL HEALTH SERVICES AND MANAGER OF BEHAVIORAL HEALTH SERVICES PROVIDED ORIENTATION AND PATIENT REFERRAL CARDS TO STAFF IN THE ED AND INPATIENT PSYCHIATRY FROM JUNE 2-6, 2014. * DIRECTOR OF BEHAVIORAL HEALTH SERVICES ENGAGED FOUR ADVOCATE MEDICAL GROUP (AMG) OFFICES (HALSTED & BLACKHAWK; IRVING & WESTERN; INTERNAL MEDICINE CLINIC - MASONIC; OB-GYN CLINIC - MASONIC), TO EXPLAIN THE EXPEDITED ACCESS INTO BEHAVIORAL HEALTH CARE FOR PATIENTS IN CRISIS THROUGH FIRST ACCESS. MARKETING MATERIALS WERE DEVELOPED; REFERRAL CARDS, PATIENT AND REFERENT HANDOUTS AND MAPS WERE PROVIDED. * PROTOCOLS ESTABLISHED FOR RUNNING DATA REPORTS AT THE BHS MANAGERS MEETING, JUNE 23, 2014. * PERFORMANCE MEASURES REVIEWED QUARTERLY: SEPTEMBER 2014 AND DECEMBER 2014. MEASURE 1: * PATIENTS REFERRED: FROM JUNE 2014 THROUGH LATE NOVEMBER, 102 PATIENTS HAVE BEEN REFERRED TO FIRST ACCESS FROM MASONIC'S INPATIENT PSYCHIATRIC UNIT. 94 PATIENTS FOLLOWED UP WITH FIRST ACCESS. THIS IS A 92% LINKAGE RATE. OBJECTIVE #2: MAINTAIN ENGAGEMENT IN LONGER-TERM THERAPEUTIC SERVICES. ACCOMPLISHMENTS: * ADDITIONAL CLINICIAN TRAINING HAS BEEN PROVIDED INCLUDING: THE "SMART RECOVERY MODEL OF ADDICTIONS" (16 HOUR MODULE) AND "TREATMENT AND BEHAVIOR MODIFICATION: MAKING THE MOST OF INCENTIVES AND SANCTIONS FOR PATIENTS IN SUBSTANCE USE CRISIS" (8 HOUR MODULE). * "WARM HANDOFF" IMPLEMENTED AS THE "BEST PRACTICE" FOR PATIENTS BEING DISCHARGED FROM THE PSYCHIATRIC UNIT EFFECTIVE MAY 2014. MEASURE 2: * FOR JUNE 2014 THROUGH LATE NOVEMBER, THERE HAVE BEEN 358 FIRST ACCESS INTAKES. 65% OF THESE PATIENTS HAVE BECOME ENGAGED IN SERVICES AS MEASURED BY KEEPING AN AVERAGE OF AT LEAST ONE APPOINTMENT PER MONTH. NEXT STEPS: * CONTINUE OPERATION OF FIRST ACCESS SIX DAYS PER WEEK. * TRAIN STAFF ON BEST PRACTICE PROTOCOLS FOR MINDFULNESS, EXPOSURE RESPONSE PREVENTION AND PROLONGED EXPOSURE THERAPIES. * DEVELOP MOTIVATIONAL INTERVIEWING FOUR SESSION GROUP CURRICULUMS FOR HARD TO ENGAGE PATIENTS. * DEVELOP INDIVIDUAL SESSION ENGAGEMENT STRATEGIES FOR HARD TO ENGAGE PATIENTS. * SOME OF THE COMPLIANCE TARGETS ARE IMPACTED BY THE EVOLVING NETWORKS OF CARE. THIS IMPACTS THE INITIAL TARGET. AN ADDITIONAL NEXT STEP IS TO MEASURE PATIENTS SCREENED IN FIRST ACCESS (FA) BUT LINKED TO THE CORRECT CARE PROVIDER. DATE RANGE OF DATA: JUNE 1, 2014 THROUGH NOVEMBER 26, 2014 PRIORITY AREA: DENTAL CARE - MOBILE DENTAL VAN TARGET POPULATION: LOW INCOME CHILDREN, HOMELESS INDIVIDUALS, OLDER ADULTS, PERSONS WITH DISABILITIES, LOW INCOME FAMILIES. GOAL: TO IMPROVE THE ORAL HEALTH OF VULNERABLE POPULATIONS. PERFORMANCE MEASURES: * PERCENTAGE OF MISSED APPOINTMENTS WILL DECREASE/PRODUCTION WILL INCREASE. * PERCENTAGE OF CLIENTS WHO REPORT USING VAN AS THEIR DENTAL HOME WILL INCREASE. * PERCENTAGE OF CLIENTS WHO COMPLETE PLAN OF CARE (0 DISEASED TEETH) WILL INCREASE. * DENTAL RESIDENTS REPORT SATISFACTION WITH MOBILE DENTAL PROGRAM. * REDUCE NUMBER OF DISEASED TEETH (A TOOTH WITH DECAY AND/OR SIGNIFICANT PERIODONTAL DISEASES DEFINED AS POCKETS OF 5MM). * IMPROVE ORAL HEALTH QUALITY OF LIFE. OBJECTIVE #1: OPERATE THE MOBILE DENTAL VAN ON A FULL FIVE-DAY A WEEK SCHEDULE. ACCOMPLISHMENTS: * THE MOBILE DENTAL VAN WAS STAFFED TO WORK ON A FIVE-DAY A WEEK SCHEDULE ALL YEAR EXCEPT DURING JAN-MARCH 2014 WHEN SUB-ZERO TEMPERATURES AND SNOW CAUSED SCHOOL AND OTHER ORGANIZATIONAL CLOSINGS. SUMMER IS ALSO SLOWER BECAUSE THE SCHOOLS
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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?5
Name and address Type of Facility (describe)
1 IMMC CANCER CENTER
901 WEST WELLINGTON AVE
CHICAGO,IL60657
PATIENT CARE - OUT PATIENT
2 IMMC PRIMARY CARE CENTER
3048 NORTH WILTON
CHICAGO,IL60657
PATIENT CARE - OUT PATIENT
3 IMMC EDUCATION CENTER
814 WEST NELSON STREET
CHICAGO,IL60657
PATIENT EDUCATION
4 IMMC OFFICE BUILDING
836 WEST NELSON STREET
CHICAGO,IL60657
PATIENT CARE - OUT PATIENT
5 IMMC MEDICAL OFFICE BUILDING
3000 NORTH HALSTED ST VARIOUS SUIT
CHICAGO,IL60657
PATIENT CARE - OUT PATIENT
6
7
8
9
10
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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
1. REQUIRED DESCRIPTIONS PART I, LINE 3C N/A PART I, LINE 6A A SYSTEM-WIDE COMMUNITY BENEFIT REPORT IS FILED BY: ADVOCATE HEALTH CARE NETWORK 3075 HIGHLAND PARKWAY, DOWNERS GROVE, IL 60515. EIN 36-2167779 PART I, LINE 7 A COST-TO-CHARGE RATIO, DERIVED FROM SCHEDULE H INSTRUCTIONS WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7A. SCHEDULE H INSTRUCTIONS WORKSHEET 3, UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7B. A COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINES 7E, 7F, 7G, AND 7I. PART I, LINE 1 - 7E ADVOCATE NORTHSIDE HEALTH NETWORK (ANSHN) PROVIDES COMMUNITY HEALTH IMPROVEMENT SERVICES TO THE COMMUNITIES IN WHICH IT SERVES. ANSHN PROVIDES LANGUAGE SERVICES TO ALL THOSE IN NEED IN ORDER TO PROVIDE BETTER ACCESS TO CARE FOR ALL COMMUNITY MEMBERS. IN ADDITION, OTHER PROGRAMS ARE CARRIED OUT WITH THE EXPRESS PURPOSE OF IMPROVING COMMUNITY HEALTH, ACCESS TO HEALTH SERVICES AND GENERAL HEALTH KNOWLEDGE. THESE SERVICES DO NOT GENERATE PATIENT BILLS; HOWEVER, CERTAIN PROGRAMS OR SERVICES MAY HAVE NOMINAL FEES. THESE SERVICES AND PROGRAMS INCLUDE CANCER SUPPORT GROUPS. THESE GROUPS FOCUS ON EDUCATING THE NEWLY DIAGNOSED AND PROVIDING INFORMATION ON BETTER LIVING FOR SURVIVORS. VARIOUS WOMEN AND BABY, BREASTFEEDING, MULTIPLES, CHILDBIRTH AND PARENTING AND SIBLING CLASSES; VARIOUS EDUCATIONAL PROGRAMS AND SUPPORT GROUPS TO RAISE AWARENESS OF HEART DISEASE, DIABETES AND STROKE RISK FACTORS AND TREATMENT OPTIONS AND EDUCATION FOR LIVING WITH THE DISEASE; THERE ARE VARIOUS PROGRAMS REGARDING HEALTH EATING; CPR TRAINING IS OFFERED TO THE COMMUNITY AS WELL AS VARIOUS OTHER WELLNESS AND SCREENING PROGRAMS AND HEALTH FAIRS ARE OFFERED THROUGHOUT THE YEAR. ADULT DAY CARE IS PROVIDED TO THE COMMUNITY AS WELL. PART I, LINE 7G ANSHN PROVIDES SUBSIDIZED HEALTH SERVICES TO THE COMMUNITY. THESE SERVICES ARE PROVIDED DESPITE CREATING A FINANCIAL LOSS FOR ANSHN. THESE SERVICES ARE PROVIDED BECAUSE THEY MEET AN IDENTIFIED COMMUNITY NEED. IF ANSHN DID NOT PROVIDE THE CLINICAL SERVICE, IT IS REASONABLE TO CONCLUDE THAT THESE SERVICES WOULD NOT BE AVAILABLE TO THE COMMUNITY. THE SERVICES INCLUDED ARE BOTH INPATIENT AND OUTPATIENT PROGRAMS FOR MENTAL AND BEHAVIORAL HEALTH AND HOSPICE SERVICES. PART I, LINE 7H ANSHN CONDUCTS NUMEROUS RESEARCH ACTIVITIES FOR THE ADVANCEMENT OF MEDICAL AND HEALTH CARE SERVICES. HOWEVER, THE UNREIMBURSED COST OF SUCH RESEARCH ACTIVITIES IS NOT READILY DETERMINABLE AND NO AMOUNT IS BEING REPORTED FOR PURPOSES OF THE 2014 FORM 990, SCHEDULE H. PART I, LINE 7, COLUMN (F) $29,497,212 OF BAD DEBT EXPENSE WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT WAS REMOVED FROM THE DENOMINATOR FOR PURPOSES OF SCHEDULE H, PART I, LINE 7, COLUMN (F). PART II N/A PART III, LINES 2, 3, AND 4 THE FOOTNOTES TO ANSHN AND SUBSIDIARIES' AUDITED FINANCIAL STATEMENTS DO NOT SPECIFICALLY ADDRESS BAD DEBT EXPENSE; RATHER, THE FOOTNOTE DESCRIBES ADVOCATE'S PATIENT ACCOUNTS RECEIVABLE POLICY AND THE PERCENTAGE OF ACCOUNTS RECEIVABLE THAT THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERS (SEE PAGE 11 OF THE AUDITED FINANCIAL STATEMENTS). FOR 2014, FOR ANSHN, THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERED 28.9% OF NET PATIENT ACCOUNTS RECEIVABLE. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT NET REALIZABLE VALUE. ANSHN EVALUATES THE COLLECTABILITY OF ITS ACCOUNTS RECEIVABLE BASED ON THE LENGTH OF TIME THE RECEIVABLE IS OUTSTANDING, PAYER CLASS, HISTORICAL COLLECTION EXPERIENCE, AND TRENDS IN HEALTH CARE INSURANCE PROGRAMS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE. THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 IS BASED ON THE RATIO OF PATIENT CARE COST TO CHARGES. THE UNREIMBURSED COST OF BAD DEBT WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) TO THE ORGANIZATION'S BAD DEBT PROVISION PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS RECEIVED. ADVOCATE MAKES EVERY EFFORT TO IDENTIFY THOSE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BY STRICTLY ADHERING TO ITS FINANCIAL ASSISTANCE POLICY. WE BELIEVE THAT ADVOCATE HAS A POPULATION OF PATIENTS WHO ARE UNINSURED OR UNDERINSURED BUT WHO DO NOT COMPLETE THE FINANCIAL ASSISTANCE APPLICATION OR ARE NOT IDENTIFIED THROUGH OTHER MEANS AS PERMITTED IN THE POLICY. THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) WHICH COULD BE REASONABLY ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF SUFFICIENT INFORMATION HAD BEEN AVAILABLE TO MAKE A DETERMINATION OF THEIR ELIGIBILITY, WAS BASED UPON SELF PAY PATIENT ACCOUNTS WHICH HAD AMOUNTS WRITTEN OFF TO BAD DEBTS. OUR METHOD WAS TO BEGIN WITH THE SELF-PAY PORTION OF BAD DEBT EXPENSE PROVISION. THE SELF PAY PORTION EXCLUDES THOSE PATIENTS WHO HAD CHARITY APPLICATIONS PENDING AT THE TIME OF SERVICE. THIS COST WAS THEN REDUCED BY CHARGES IDENTIFIED AS TRUE BAD DEBT EXPENSE, INCLUDING COPAYS FOR PATIENTS WHO QUALIFIED FOR LESS THAN 100% FINANCIAL ASSISTANCE. THE COST TO CHARGE RATIO WAS THEN APPLIED TO THE REMAINING CHARGES, TO DETERMINE THE VALUE (AT COST) OF PATIENT ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT. WE BELIEVE THIS PROCESS IS A REASONABLE BASIS FOR OUR ESTIMATE. AS WE ARE ONLY CONSIDERING SELF-PAY ACCOUNTS WRITTEN OFF TO BAD DEBT FOR THIS ESTIMATE, THIS ESTIMATE DOES NOT INCLUDE THE IMMEDIATE 25% DISCOUNT TO CHARGES WHICH IS APPLIED TO ALL SELF-PAY PATIENTS. IT ALSO DOES NOT INCLUDE ACCOUNT BALANCES OR CO-PAYS OF NON-SELF PAY ACCOUNTS WHICH ARE WRITTEN OFF TO BAD DEBT WHEN THE PATIENT HAS NO OTHER FINANCIAL RESOURCES TO PAY THESE AMOUNTS AND THE PATIENT DOES NOT APPLY FOR FINANCIAL ASSISTANCE. BAD DEBT AMOUNTS HAVE BEEN EXCLUDED FROM OTHER COMMUNITY BENEFIT AMOUNTS REPORTED THROUGHOUT SCHEDULE H. PART III, LINE 8 IN 2014, NO SHORTFALL WAS REPORTED ON PART III, LINE 7. FOR ANSHN'S HOSPITAL OPERATIONS, THE UNREIMBURSED COST OF MEDICARE WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) AND FOR NON-HOSPITAL OPERATIONS THE COST TO CHARGE RATIO CALCULATED ON WORKSHEET 2 RATIO OF PATIENT CARE COST TO CHARGES TO THE ORGANIZATION'S MEDICARE, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS AND/OR CONTRIBUTIONS RECEIVED THAT WERE DESIGNATED FOR THE PAYMENT OF MEDICARE PATIENT BILLS.
PART III, LINE 9B ANSHN MAINTAINS BOTH WRITTEN FINANCIAL ASSISTANCE AND BAD DEBT/COLLECTION POLICIES. THE BAD DEBT/COLLECTION POLICY DOES NOT APPLY TO THOSE PATIENTS KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE; THEREFORE SUCH PATIENTS ARE NOT SUBJECT TO COLLECTION PRACTICES.
2. NEEDS ASSESSMENT THE CHICAGO COMMUNITY TRUST LGBT COMMUNITY NEEDS ASSESSMENT DATA SUMMARY HAS BEEN USED TO HELP IMMC ADDRESS THE NEEDS OF THE LESBIAN, GAY, BISEXUAL AND TRANSGENDER COMMUNITY THAT IMMC SERVES. FOR THE LAST SIX CONSECUTIVE YEARS, ADVOCATE ILLINOIS MASONIC MEDICAL CENTER HAS BEEN NAMED A LEADER IN PROVIDING EQUAL HEALTH CARE SERVICES FOR THE LGBT COMMUNITY BY THE HUMAN RIGHTS CAMPAIGN (HRC) FOUNDATION'S HEALTH CARE EQUALITY INDEX (HEI) REPORT. AS A HEALTHCARE EQUALITY LEADER, IMMC MAKES USE OF THE DATA PROVIDED BY THE HEALTH EQUALITY INDEX.
3. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE ANSHN ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FOR WHICH THEY ARE ELIGIBLE AND IN SECURING REIMBURSEMENT FROM AVAILABLE THIRD PARTY RESOURCES. FINANCIAL COUNSELING IS PROVIDED TO HELP PATIENTS IDENTIFY AND OBTAIN PAYMENT FROM THIRD PARTIES, INCLUDING ILLINOIS MEDICAID, ILLINOIS CRIME VICTIMS FUND, ETC., AS WELL AS TO DETERMINE ELIGIBILITY UNDER ANSHN'S HOSPITAL FINANCIAL ASSISTANCE POLICY. ADVOCATE UTILIZES A FINANCIAL SCREENING SOFTWARE PROGRAM TO HELP IDENTIFY PUBLIC ASSISTANCE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE OR ADVOCATE'S FINANCIAL ASSISTANCE AT THE TIME OF REGISTRATION OR AS SOON AS PRACTICABLE THEREAFTER. IN ADDITION, HEALTHADVISOR, ADVOCATE'S EDUCATION REGISTRATION AND PHYSICIAN REFERRAL TELEPHONE CENTER, SERVES AS A COMMUNITY RESOURCE PROVIDING REFERRALS TO GOVERNMENT-FUNDED AND OTHER PROGRAMS VIA TELEPHONE FROM 8 A.M. TO 6 P.M., MONDAY THROUGH FRIDAY. ANSHN ASSISTS PATIENTS WITH APPLYING FOR ADVOCATE'S OWN FINANCIAL ASSISTANCE/CHARITY CARE SERVICES, IF PATIENTS ARE NOT ELIGIBLE FOR GOVERNMENT-SUPPORTED PROGRAMS. ANSHN 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. SIGNS ARE CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS. 3. BROCHURES ARE PLACED IN HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS, AND WILL INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATE'S FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATION IS GIVEN TO UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATE'S WEBSITE POSTS NOTICE IN A PROMINENT PLACE THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE FINANCIAL ASSISTANCE APPLICATION PROCESS, AND ENABLE PRINTING OF THE FINANCIAL ASSISTANCE APPLICATION. 6. HOSPITAL BILLS TO UNINSURED PATIENTS INCLUDE A REQUEST THAT THE PATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE, AND INCLUDE A SUMMARY OF ADVOCATE'S FINANCIAL ASSISTANCE POLICY, A FINANCIAL ASSISTANCE APPLICATION, AND A TELEPHONE NUMBER TO REQUEST FINANCIAL ASSISTANCE.
4. COMMUNITY INFORMATION DEMOGRAPHICS FOR PLANNING PURPOSES, THE COMMUNITY HEALTH COUNCIL DEFINED THE COMMUNITY AS THE PRIMARY SERVICE AREA FOR THE HOSPITAL. ILLINOIS MASONIC MEDICAL CENTER'S PRIMARY SERVICE AREA (PSA) CONSISTS OF 17 ZIP CODES IN NORTHEAST CHICAGO. THESE ZIP CODES CORRESPOND PARTIALLY TO COMMUNITY AREAS THAT WERE DEFINED BY THE CHICAGO DEPARTMENT OF PLANNING. PRIMARY SERVICE AREA: 60610 - NEAR NORTH SIDE, NEAR WEST SIDE 60613 - LAKEVIEW, NORTH CENTER, UPTOWN 60657 - LAKEVIEW, NORTH CENTER 60614 - LINCOLN PARK, LOGAN SQUARE 60618 - AVONDALE, IRVING PARK, NORTH CENTER 60622 - HUMBOLDT PARK, LOGAN SQUARE, NEAR NORTH SIDE, WEST TOWN 60625 - ALBANY PARK, LINCOLN SQUARE, NORTH PARK 60626 - ROGERS PARK 60630 - ALBANY PARK, FOREST GLEN, IRVING PARK, JEFFERSON PARK, PORTAGE PARK 60634 - BELMONT CRAGIN, DUNNING, MONTCLARE, PORTAGE PARK 60635 - AUSTIN, BELMONT CRAGIN, DUNNING, MONTCLARE 60639 - AUSTIN, BELMONT CRAGIN, HERMOSA, HUMBOLDT PARK, LOGAN SQUARE 60640 - EDGEWATER, LINCOLN SQUARE, UPTOWN 60641 - AVONDALE, BELMONT CRAGIN, HERMOSA, IRVING PARK, PORTAGE PARK 60645 - WEST RIDGE 60647 - HERMOSA, HUMBOLDT PARK, LOGAN SQUARE, WEST TOWN THE HOSPITAL'S PRIMARY SERVICE AREA CONSISTS OF 1.2 MILLION PEOPLE. THE WHITE NON-HISPANIC POPULATION COMPRISED 48.3% OF THE PSA COMPARED TO 62.3% NATIONALLY. THE HISPANIC POPULATION COMPRISED 32.3% OF THE PSA COMPARED TO 17.3% NATIONALLY. BLACK NON-HISPANICS ACCOUNTED FOR 10.5% OF THE POPULATION IN THE PSA COMPARED TO 12.3% NATIONALLY. ASIAN & PACIFIC ISLANDERS NON-HISPANIC ACCOUNTED FOR 6.9% IN THE PSA COMPARED TO 5.1% NATIONALLY. WITHIN ILLINOIS MASONIC MEDICAL CENTER'S PRIMARY SERVICE AREA, ONE-QUARTER OF HOUSEHOLDS REPORT AN INCOME OF $25K-$50K, WHICH MIRRORS THE PERCENT TOTAL FOR THE UNITED STATES. HOUSEHOLD INCOME OF $25K OR LESS IS 26.6%, WHICH IS SLIGHTLY HIGHER THAN THE PERCENT TOTAL FOR THE UNITED STATES. ACCORDING TO THIS DATA, 63% OF THE SERVICE AREA'S POPULATION HAS A POST-HIGH SCHOOL EDUCATION, INCLUDING 42% WITH A BACHELOR'S DEGREE OR HIGHER WHILE 16.6% REPORT NO HIGH SCHOOL DIPLOMA OR EQUIVALENT. THE PSA POPULATION IS 51.1% MALE AND 48.9% FEMALE. OF THE TOTAL POPULATION, 31.7% ARE AGES 18 TO 34, 28.1% ARE AGES 35 TO 54, 20.4% ARE UNDER 18 YEARS OF AGE AND 19.7% ARE 55 YEARS OF AGE AND OLDER. HEALTH RESOURCES WITHIN ILLINOIS MASONIC MEDICAL CENTER'S PRIMARY SERVICE AREA, THERE ARE SIXTEEN HOSPITALS: ILLINOIS MASONIC MEDICAL CENTER; CHICAGO LAKESHORE HOSPITAL; CHICAGO-READ MENTAL HEALTH CENTER; KINDRED CHICAGO CENTRAL HOSPITAL; KINDRED CHICAGO LAKESHORE; KINDRED HOSPITAL CHICAGO - NORTH; LOUIS A. WEISS MEMORIAL HOSPITAL; METHODIST HOSPITAL OF CHICAGO; NORWEGIAN AMERICAN HOSPITAL; PRESENCE OUR LADY OF THE RESURRECTION MEDICAL CENTER; PRESENCE ST. JOSEPH HOSPITAL; PRESENCE ST. MARY AND ELIZABETH MEMORIAL CENTER (2 CAMPUSES); SHRINERS HOSPITAL FOR CHILDREN; SWEDISH COVENANT HOSPITAL; AND THOREK MEMORIAL HOSPITAL. IN ADDITION TO THE HOSPITALS, THERE ARE TWO COUNTY CLINICS AND 33 FEDERALLY QUALIFIED HEALTH CENTER (FQHC) SITES, INCLUDING EIGHT SCHOOL-BASED CLINICS. THESE CENTERS PROVIDE A SUBSTANTIAL SAFETY NET FOR LOW-INCOME RESIDENTS IN THE PRIMARY SERVICE AREA AND ARE ALSO POTENTIAL PARTNERS FOR COMMUNITY INITIATIVES.
5. PROMOTION OF COMMUNITY HEALTH IN ADDITION TO ALL THE COMMUNITY PROGRAMS ALREADY DESCRIBED IN PREVIOUS SECTIONS, ADVOCATE ILLINOIS MASONIC MEDICAL CENTER ALSO PROVIDES THE FOLLOWING PROGRAMS: * THE MEDICATION ASSISTANCE PROGRAM IS DESIGNED TO MATCH UP UNINSURED AND UNDERINSURED PATIENTS WITH PHARMACEUTICAL PROGRAMS THAT CAN PROVIDE NECESSARY MEDICATION AT A REDUCED COST OR NO COST. STAFF ALSO COORDINATES ANY SERVICES NEEDED FOR THESE PATIENTS TO RECEIVE THEIR MEDICATION. * THE HOSPITAL SPONSORS A MENTAL HEALTH INITIATIVE IN COLLABORATION WITH ERIE FAMILY HEALTH CENTER WITHIN TWO SCHOOL-BASED HEALTH CENTERS AT AMUNDSEN AND LAKEVIEW HIGH SCHOOLS. CLINICAL PSYCHOLOGISTS PROVIDE ON-SITE THERAPY SERVICES AS WELL AS CRISIS INTERVENTION, MENTAL HEALTH PREVENTION INITIATIVES AND CLASSROOM EDUCATION ON SUBSTANCE ABUSE, SUICIDE PREVENTION CONFLICT MANAGEMENT, AND OTHER RELATED TOPICS. THEY ALSO WORK COLLABORATIVELY WITH SCHOOL COUNSELORS, CLASSROOM TEACHERS, AND ADMINISTRATION TO ADDRESS A RANGE OF PSYCHOSOCIAL ISSUES SCHOOL-WIDE. MANY OF THE STUDENTS AT THESE HIGH SCHOOLS ARE FROM LOW INCOME FAMILIES. * THE MEDICALLY INTEGRATED CRISIS COMMUNITY SUPPORT (MICCS) IS A SERVICE WHICH FOLLOWS SERIOUSLY MENTALLY ILL PATIENTS WHO OFTEN HAVE A COMORBID PHYSICAL ILLNESS OR ADDICTION, AND A PATTERN OF GETTING THEIR PRIMARY AND BEHAVIORAL HEALTH CARE IN THE ED, INPATIENT PSYCHIATRIC UNIT OR MEDICAL UNIT OF COMMUNITY HOSPITALS. THE TEAM WORKING WITH THE CLIENTS INCLUDES 9 CLINICIANS, INCLUDING A PEER SUPPORT SPECIALIST, CLERGY, AND OTHER ASSOCIATES, WHO ARE IN DAILY CONTACT WITH THE CLIENTS. THIS PROGRAM WAS LAUNCHED IN APRIL OF 2014 AND HAS BEEN SUCCESSFUL IN REDUCING RETURN VISITS TO THE HOSPITAL. * BEHAVIORAL HEALTH ALSO SUPPORTS SERVICES FOR THE HEARING IMPAIRED THROUGH THERAPISTS WHO ARE FLUENT IN AMERICAN SIGN LANGUAGE (ASL). THE DEPARTMENT HAS ALSO HOSTED A WEBSITE WITH ENGLISH CAPTIONED HEALTH EDUCATION VIDEOS PRESENTED IN ASL. * THE PEDIATRIC DEVELOPMENTAL CENTER AT ILLINOIS MASONIC IS THE MOST COMPREHENSIVE OUTPATIENT DIAGNOSTIC AND TREATMENT CENTER FOR CHILDREN WITH SPECIAL NEEDS IN THE CHICAGO AREA. SERVICES INCLUDE: 1) MEDICAL DIAGNOSTIC AND INTERVENTION SERVICES FOR INFANTS AND TODDLERS; 2) COMPREHENSIVE TREATMENT FOR CHILDREN WITH AUTISM; 3) CHICAGO'S ONLY HOME-BASED BEHAVIORAL PSYCHOLOGY PROGRAM; 4) PEDIATRIC REHABILITATION SERVICES; AND 5) FAMILY AND SIBLING SUPPORT. * FROM FEBRUARY THROUGH NOVEMBER 2014, A SPANISH BIWEEKLY ARTICLE DISCUSSING VARIOUS HEALTH TOPICS WAS WRITTEN FOR A SPANISH NEWSPAPER PUBLICATION, LARAZA. TOPICS INCLUDED RHEUMATOID ARTHRITIS, OSTEOPOROSIS, STROKE, HEART DISEASE, DIABETES, CHILD SAFETY IDENTIFICATION PROGRAMS, COMMUNITY HEALTH FAIRS AND BREAST AND PROSTATE CANCER. * SENIOR HEALTH FAIRS HELD IN COLLABORATION WITH THE ALDERMAN'S OFFICE PROVIDE HEALTH SCREENINGS ALONG WITH EDUCATION ABOUT CANCER, HEART DISEASE, DIABETES, ETC. NUMEROUS OTHER HEALTH FAIRS IN COLLABORATION WITH CONGREGATIONS AND OTHER COMMUNITY AGENCIES ALSO PROVIDE HEALTH SCREENINGS ALONG WITH HEALTH EDUCATION ON SIMILAR TOPICS. * AIMMC'S EMERGENCY DEPARTMENT TRAINS CITY AND PRIVATE AMBULANCE AND FIRE DEPARTMENT EMPLOYEES, AS ONE OF ONLY 11 HOSPITALS IN ILLINOIS DESIGNATED AS A RESOURCE HOSPITAL COORDINATING CENTER (RHCC). AIMMC IS RESPONSIBLE FOR COORDINATING MEDICAL RESPONSE EFFORTS AT MAJOR EVENTS SUCH AS THE CHICAGO MARATHON, CONCERTS AND SPORTING EVENTS. WHEN THE EMERGENCY MEDICAL DISASTER PLAN IS ACTIVATED, THE HOSPITAL ALSO SERVES AS THE LEAD HOSPITAL FOR DISASTERS OCCURRING IN CHICAGO - INCLUDING O'HARE AIRPORT. AS A DESIGNATED LEVEL I TRAUMA CENTER, THE HOSPITAL IS POSITIONED TO PARTICIPATE AND LEAD COORDINATION OF DISASTER RESPONSE ACTIVITIES FOR THE PARTICIPATING HOSPITALS AND EMS PROVIDERS IN CHICAGO AND MAINTAINS AN ESTABLISHED TWO-WAY COMMUNICATION SYSTEM WITH THIRTY-SIX PARTICIPATING HOSPITALS. * EVERY YEAR DURING PASTORAL CARE WEEK, THE MISSION AND SPIRITUAL CARE DEPARTMENT CONDUCTS A SEMINAR TO HELP THE PASTORAL CARE COMMUNITIES (CLERGY, DEACONS, HEALTH MINISTRY MEMBERS, PARISH AND FAITH NURSES AND OTHER LAY PEOPLE). THE TITLE FOR 2014 WAS "THE STATE OF BEHAVIORAL HEALTH; WHERE WE ARE NOW AND WHERE ARE WE GOING?" THE WORKSHOPS ALLOWED THE 60 PARTICIPANTS FROM VARIOUS PASTORAL CARE COMMUNITIES TO BE ABLE TO HELP THEIR PARISHIONERS REGARDING BEHAVIORAL HEALTH. SUBJECTS COVERED DURING THE WORKSHOPS INCLUDED: TRENDS IN BEHAVIORAL HEALTH (NATIONAL AND STATE); NEW PROGRAMS ON THE HORIZON; RECOVERY SUPPORT SPECIALISTS; CRISIS TRIAGE ROLE; CASE PRESENTATIONS; AND OPEN PANEL DISCUSSION. * THROUGH PURPOSEFUL GRANT MAKING AND THOUGHTFUL PARTNERSHIP, THE RAVENSWOOD HEALTH CARE FOUNDATION SERVES AS THE LIVING LEGACY OF THE FORMER RAVENSWOOD HOSPITAL MEDICAL CENTER. REMAINING FAITHFUL TO THE VALUES AND MISSION OF THE FORMER HOSPITAL, DIRECTORS CAREFULLY INVEST $1 MILLION EACH YEAR IN SUPPORT OF COMMUNITY-FOCUSED HEALTH CARE, EDUCATION, OUTREACH AND PREVENTION. IN EFFECT, THEY EMPOWER COMMUNITY AGENCIES TO CONTINUE THE HEALING AND SERVICE THAT ONCE TOOK PLACE AT WILSON AND DAMEN. THE MISSION OF THE RAVENSWOOD HEALTH CARE FOUNDATION IS TO AWARD GRANTS THAT FOSTER, PROMOTE, SUPPORT, DEVELOP AND ENCOURAGE COMMUNITY HEALTH AND WELLNESS IN THE GREATER RAVENSWOOD AREA OF CHICAGO. ENVIRONMENTAL IMPROVEMENTS 1. MENTORING AND EDUCATION ADVOCATE HEALTH CARE IS COMMITTED TO GREENING HEALTH CARE BECAUSE IT IS THE RIGHT THING TO DO. CARING FOR OUR EARTH IS STRONGLY CONNECTED TO OUR MISSION TO SERVE THE HEALTH NEEDS OF TODAY'S PATIENTS AND FAMILIES WITHOUT COMPROMISING THE NEEDS OF FUTURE GENERATIONS. BY CONSERVING RESOURCES, MINIMIZING EXPOSURE TO CHEMICALS AND CONSTRUCTING ECO-FRIENDLY BUILDINGS AND LANDSCAPES, ADVOCATE IS MAKING STRIDES TO REDUCE THE ENVIRONMENTAL IMPACT OF HEALTH CARE AND THE BURDEN OF HEALTH CARE COSTS. ADVOCATE HAS COMMITTED RESOURCES TO SHARING ITS BEST PRACTICES IN WASTE REDUCTION, AND ENERGY AND WATER MANAGEMENT. REDUCING WASTE AND CONSERVING ENERGY AND WATER USE HAS A DIRECT BENEFIT ON THE HEALTH OF LOCAL COMMUNITIES VIA CLEANER COMMUNITIES, HEALTHIER AIR QUALITY, REDUCED GREEN HOUSE GASES, AND PRESERVATION OF NATURAL RESOURCES. ADVOCATE SHARES BEST PRACTICES FOR WATER MANAGEMENT WITH OTHER NONPROFIT HOSPITALS LOCALLY AND NATIONALLY. IN 2014, ADVOCATE HEALTH CARE CONTINUED ITS LEADERSHIP ROLE AS ONE OF SEVERAL U.S. HEALTH SYSTEMS WHO FOUNDED AND SPONSOR A NATIONAL CAMPAIGN, THE HEALTHIER HOSPITALS INITIATIVE (HHI). HHI SERVES AS A GUIDE FOR HOSPITALS TO COMMIT TO IMPROVING THE HEALTH AND SAFETY OF PATIENTS, STAFF AND COMMUNITIES AND LOWERING COSTS THROUGH CONSERVATION PRACTICES BY USING FREE STEP-BY-STEP GUIDES AND HOSPITAL-TO-HOSPITAL MENTORING TO IMPLEMENT THE HHI CHALLENGES IN THE CATEGORIES OF LEADERSHIP, HEALTHIER FOODS, LESS WASTE, LEANER ENERGY, SAFER CHEMICALS AND SMARTER PURCHASING. AS OF DECEMBER 2014, NEARLY 1,100, OR OVER 20% OF THE NATION'S HOSPITALS ENROLLED IN THE HHI. 2014 MARKS THE FINAL YEAR OF THE THREE YEAR NATIONAL CAMPAIGN. OVER THE COURSE OF THREE YEARS, HHI HOSPITALS HAVE ACCOMPLISHED REDUCTIONS IN MEAT PURCHASING, INCREASED PURCHASING OF LOCAL AND SUSTAINABLE FOOD, REDUCED EXPOSURE TO TOXIC CHEMICALS THROUGH GREEN CLEANING PROGRAMS AND CONVERSION OF MEDICAL PRODUCTS FREE FROM PVC AND DEHP AND DECREASED ENERGY AND WASTE. ADVOCATE'S ANNUAL REPORT ON ENVIRONMENTAL STEWARDSHIP AND HEALTH AND WELLNESS PROGRAMS CAN BE FOUND AT: HTTP://STREAM.ADVOCATEHEALTH.COM/WEBFILES/2015/14SUPPORT2464/ ADVOCATE HEALTH CARE SYSTEM 2014 ENVIRONMENTAL INITIATIVES: * REDUCED CUMULATIVE (ELEVEN HOSPITALS) HOSPITAL ENERGY CONSUMPTION BY 3.5 PERCENT IN TWELVE MONTHS ENDING 12/30/14, AND 17.2 PERCENT SINCE 2008 * ENERGY REDUCTIONS EQUATE TO: - SAVED $15,000,000 IN ENERGY COSTS SINCE 2008 - REDUCING NEARLY 10,000 ILLINOIS HOUSEHOLDS OF ELECTRICITY USE FOR ONE YEAR - REDUCING CARBON EMISSIONS BY NEARLY 25,000 CARS OFF THE ROAD FOR ONE YEAR * RECYCLED OVER 3,300 TONS OF WASTE FROM HOSPITAL OPERATIONS * RECYCLED 94 PERCENT OF CONSTRUCTION AND DEMOLITION DEBRIS * SAVED 28 TONS OF WASTE FROM LANDFILL AND SAVED OVER $2.4 MILLION VIA MEDICAL DEVICE REPROCESSING * ENDORSED SYSTEM-WIDE HEALTHY AND SUSTAINABLE FOOD GUIDELINES TO IMPROVE THE HEALTH OF OUR PATIENTS, ASSOCIATES, VISITORS, COMMUNITIES AND THE ENVIRONMENT BY INCREASING ACCESS TO FRESH, HEALTHY FOOD IN AND AROUND ADVOCATE HEALTH CARE FACILITIES AND TO PROMOTE FOOD DELIVERY PRACTICES THAT ARE ECOLOGICALLY SOUND, ECONOMICALLY VIABLE AND SOCIALLY RESPONSIBLE IN THE WAY WE PURCHASE FOOD AND SUPPLIES * RECOGNIZED TWENTY-FIVE STAFF MEMBERS WITH ENVIRONMENTAL STEWARDSHIP AWARDS FOR DEMONSTRATING OUTSTANDING EFFORTS TO CARE FOR THE EARTH AND RESOURCE CONSERVATION * CONTRIBUTED TO OPENLANDS, ONE OF THE OLDEST METROPOLITAN CONSERVATION ORGANIZATIONS IN THE NATION AND THE ONLY SUCH GROUP WITH A REGIONAL SCOPE IN THE GREATER CHICAGO REGION * ANNOUNCED A NEW FURNITURE AND INTERIORS PURCHASING STANDARD THAT SPECIFIES ALL PRODUCTS TO BE FREE OF PERFLUORINATED COMPOUNDS, PVC (VINYL), DEHP, FORMALDEHYDE, AND HALOGENATED FLAME
6. AFFILIATED HEALTH CARE SYSTEM AS AN EXTENSION OF ITS MISSION, ADVOCATE HEALTH CARE SUPPORTS SYSTEM-WIDE PROGRAMS THAT MEET THE NEEDS OF BOTH ITS PATIENTS AS WELL AS THE COMMUNITIES SERVED. ADVOCATE HEALTH CARE'S BOARD OF DIRECTORS, SENIOR LEADERSHIP AND ASSOCIATES (EMPLOYEES) ARE COMMITTED TO POSITIVELY AFFECTING THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY ADVOCATE THROUGH PROGRAMS AND PRACTICES THAT REFLECT ADVOCATE'S WHOLISTIC PHILOSOPHY. TO THAT END, THEY CONTINUE TO UNDERTAKE AND SUPPORT INITIATIVES THAT ENHANCE ACCESS TO HEALTH AND WELLNESS SERVICES WITHIN THE DIVERSE COMMUNITIES THAT ADVOCATE SERVES. SYSTEM LEADERSHIP IS BOTH DESIGNED TO DIRECT AND SUPPORT THE HOSPITALS IN THEIR EFFORTS TO ADDRESS IDENTIFIED COMMUNITY NEEDS. IN 2010, A MULTI-DISCIPLINARY TEAM OF INDIVIDUALS AT THE SYSTEM LEVEL HAVING OVERSIGHT RESPONSIBILITY FOR COMMUNITY BENEFITS REPORTING AND THE CHNA PROCESS WAS CONVENED TO LEAD THE HOSPITALS THROUGH THE CHNA PROCESS TO MEET STATE AND FEDERAL REGULATORY REQUIREMENTS. THIS TEAM, CALLED THE COMMUNITY HEALTH STEERING COMMITTEE, MET FREQUENTLY TO ASSURE THAT: THE HOSPITAL COMMUNITY HEALTH LEADERS ARE EDUCATED REGARDING HOW TO CONDUCT A CHNA; SITE COMMUNITY HEALTH COUNCILS ARE DEVELOPED AND MAINTAINED; THOSE CONDUCTING THE CHNA PROCESS PULL DATA FROM RELIABLE SOURCES; SOUND ASSUMPTIONS ARE MADE BASED ON THAT DATA; INTERNAL ADVOCATE AND COMMUNITY RESOURCES ARE MAPPED TO DETERMINE STRENGTHS AND WEAKNESSES; ACHIEVABLE NEEDS ARE SELECTED AS PRIORITIES; AND PLANNED INITIATIVES ARE GROUNDED IN EVIDENCE-BASED PROGRAMS THAT WILL YIELD RELIABLE OUTCOMES TO DETERMINE IMPACT. TO FOCUS THESE EFFORTS THROUGHOUT ADVOCATE HEALTH CARE, THE COMMUNITY BENEFITS PLAN WAS WRITTEN. THE PLAN'S BROAD GOALS AND OBJECTIVES WERE DESIGNED TO STRUCTURE SYSTEM-WIDE COMMUNITY BENEFITS ACTIVITIES WITHIN A STRATEGIC FRAMEWORK. INCLUDED IN THE COMMUNITY BENEFITS PLAN ARE NOT ONLY PLANNED GOALS AND OBJECTIVES FOCUSED ON ADDRESSING NEEDS AS IDENTIFIED THROUGH THE HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, BUT ALSO OTHER SYSTEM-WIDE EFFORTS TO ADDRESS THE BROADER ISSUES OF DISPARITY AND ACCESS SUCH AS PROVIDING CHARITY CARE TO THE UNDER AND UNINSURED. ADVOCATE'S COMMUNITY BENEFITS PLAN WAS DEVELOPED TO ESTABLISH STRATEGIES FOR IMPROVING ACCESS TO CARE AND POSITIVELY AFFECTING THE HEALTH OF THE COMMUNITIES THAT ADVOCATE SERVES. THE PLAN SETS THE COURSE FOR STRENGTHENING EXISTING PARTNERSHIPS AND BUILDING NEW ONES WITH INDIVIDUALS AND ORGANIZATIONS WITHIN ADVOCATE'S SERVICE AREAS IN ORDER TO LEVERAGE AND MAXIMIZE THE IMPACT OF ITS PROGRAMS. ADVOCATE'S COMMUNITY BENEFITS PLAN GOALS ARE AS FOLLOWS: 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. IN ORDER TO ASSURE ALIGNMENT BETWEEN SITE AND SYSTEM GOALS, QUALITY AND CONSISTENCY AMONGST THE HOSPITALS' CHNAS AND TO LEVERAGE THE HOSPITALS' STAFF TIME AND CHNA EFFORTS, THE SYSTEM LEVEL COMMUNITY HEALTH STEERING COMMITTEE PROVIDED A STANDARDIZED CHNA PROCESS, TOOLS, EDUCATION AND STRUCTURE. SPECIFIC EXAMPLES OF THE SUPPORT PROVIDED BY THE STEERING COMMITTEE TO ENABLE THE HOSPITALS TO REALIZE THEIR COMMUNITY HEALTH GOALS AND OBJECTIVES ARE AS FOLLOWS: * A STANDARDIZED CHNA PROCESS THAT INCLUDED DEVELOPMENT OF A COMMUNITY HEALTH COUNCIL AT EACH HOSPITAL WITH BOTH HOSPITAL AND COMMUNITY REPRESENTATION. THE COUNCILS WERE CHARGED WITH MANAGING THEIR SITE'S ASSESSMENT, EXAMINING DATA, SITE AND COMMUNITY RESOURCES, SELECTING KEY PRIORITIES TO ADDRESS AND DEVELOPING A COMMUNITY HEALTH PLAN. * PURCHASE OF AND INSTRUCTION ON HOW TO USE SURVEY RESULTS AND THE ASSESSMENT TOOL DEVELOPED BY PROFESSIONAL RESEARCH CONSULTANTS. * LED A SERIES OF WORKSHOPS OVER THREE YEARS WITH INTERNAL AND EXTERNAL SPEAKERS PROFICIENT IN CHNAS, IDENTIFYING RELIABLE DATA SOURCES, PRIORITY SETTING, AND SELECTING EVIDENCE-BASED INTERVENTIONS. * SET THE COMMUNITY HEALTH LEADERSHIP COUNCIL'S AGENDAS, A COUNCIL COMPRISED OF COMMUNITY HEALTH STAKEHOLDERS FROM ACROSS ADVOCATE, TO FOCUS ON CHNA OBJECTIVES. * MANAGED HOSPITAL PROGRESS AGAINST SYSTEM ANNUAL TIMELINES TO ACHIEVE THE THREE-YEAR VISION, REQUIRING ANNUAL CHNA PROGRESS REPORTS AND THEIR REVIEW AND ENDORSEMENT BY THE HOSPITAL GOVERNING COUNCILS EACH YEAR. * PROVIDED ONGOING CONSULTATION ON AN AS NEED BASIS THROUGHOUT THE PROCESS. * ENGAGED AND FUNDED AN OUTSIDE CHNA CONSULTANT TO MEET ONE-ON-ONE WITH THE SITE COMMUNITY HEALTH LEADERS AND REVIEW CHNA PROGRESS AND PROVIDE GUIDANCE IN AREAS OF DIFFICULTY OR UNCERTAINTY. * PROVIDED AN OVERVIEW OF THE CHNA RESULTS AND PLANNED INTERVENTIONS TO THE MISSION & SPIRITUAL COMMITTEE OF THE ADVOCATE HEALTH CARE BOARD OF DIRECTORS TO SECURE THE COMMITTEE'S ENDORSEMENT. * A STANDARDIZED FORMAT FOR HOSPITALS TO USE IN DRAFTING THEIR CHNAS AND IMPLEMENTATION PLANS, WHICH SYSTEM LEADERS THEN REVIEWED AND EDITED FOR CONSISTENCY, ACCURACY AND QUALITY OF CONTENT. * WORKED WITH SYSTEM LEVEL MEDIA CENTER AND WEB TEAM TO DEVELOP PLACEMENT AND POSTING OF CHNA REPORTS & IMPLEMENTATION PLANS TO MEET PPACA/IRS REGULATORY REPORTING REQUIREMENTS. * IN PREPARATION FOR THE NEXT CHNA CYCLE, ADVOCATE PURCHASED THE HEALTHY COMMUNITIES INSTITUTE'S CHNA TOOL IN LATE 2013 AND PAID THE ANNUAL FEE FOR ONGOING SUPPORT FOR TRAINING AND THE ADDITION OF 2013 AND 2014 UPDATES AT THE SYSTEM LEVEL. FOR 2015, THE TOOL IS EXPECTED TO ALSO SUPPORT THE WORK OF THE COUNTY CHNA COLLABORATIVES. WITH SUPPORT FROM THE SYSTEM LEVEL, ALL ADVOCATE'S HOSPITALS ARE PARTICIPATING IN THESE COLLABORATIVE ASSESSMENTS WITH OTHER ADVOCATE AND NON-ADVOCATE HOSPITALS AND THEIR COUNTY AND LOCAL PUBLIC HEALTH DEPARTMENTS. THESE COLLABORATIVES REMOVE DUPLICATION OF STAFF TIME AND EFFORT WHILE FORGING AND STRENGTHENING RELATIONSHIPS AMONG PARTICIPATING ORGANIZATIONS, LEVERAGING THEIR ABILITY TO POSITIVELY IMPACT KEY NEEDS AS IDENTIFIED THROUGH THE ASSESSMENT PROCESS. THROUGH ADVOCATE'S HOSPITAL-BASED SERVICES, AS WELL AS ITS PARTICIPATION IN PROVIDING PROGRAMS AND SERVICES IN THE COMMUNITY, ADVOCATE PROMOTES A SHARED APPROACH TO COMMUNITY BENEFITS. IN ADDITION TO HOSPITAL/COMMUNITY SPECIFIC PROGRAMS, THERE ARE ALSO PROGRAMS ADDRESSING NEEDS OF BROAD GEOGRAPHIC PORTIONS OF ADVOCATE'S SERVICE AREA WHICH ARE MANAGED AND FUNDED AT THE SYSTEM LEVEL. THESE PROGRAMS INCLUDE THE FOLLOWING: ADVOCATE'S HEALTHY STEPS PROGRAM SPECIALISTS TOUCHED THE LIVES OF 6,248 YOUNG CHILDREN IN 2014 THROUGH CHILDHOOD PROGRAMS WITHIN PEDIATRIC/FAMILY PRACTICE RESIDENCIES AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER, AND THE ADVOCATE CHILDREN'S HOSPITAL OAK LAWN AND PARK RIDGE CAMPUSES. 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 2014, 9,981 DEVELOPMENTAL SCREENINGS WERE PROVIDED AND 411 FAMILIES WERE REFERRED TO COMMUNITY SERVICES FOR FOLLOW UP. IN ADDITION, HEALTHY STEPS HAS TRAINED AND PROVIDED TECHNICAL ASSISTANCE TO PRIMARY CARE PROVIDERS ACROSS THE STATE TO IMPROVE PREVENTIVE PRACTICES IN THEIR SITE AROUND TOPICS SUCH AS USE OF VALIDATED TOOLS FOR DEVELOPMENTAL AND SOCIAL EMOTIONAL CONCERNS, AS WELL AS FAMILY RISK FACTOR SCREENINGS (SUCH AS POSTPARTUM DEPRESSION, DOMESTIC VIOLENCE, TRAUMA, AND PSYCHOSOCIAL ISSUES). PRIMARY CARE PROVIDERS AND THEIR STAFF ARE TAUGHT HOW TO WORK CLOSELY WITH LOCAL COMMUNITY RESOURCES FOR REFERRAL AND FOLLOW-UP CARE. DURING 2014, ADVOCATE HEALTHY STEPS CONSULTANTS PROVIDED 91 PRESENTATIONS IN 42 PRIMARY CARE SITES TO 585 PHYSICIANS AND THEIR STAFFS THROUGHOUT THE STATE OF ILLINOIS. THESE PROVIDERS CARE FOR APPROXIMATELY 78,715 CHILDREN BETWEEN BIRTH AND AGE THREE. CURRENTLY, HEALTHY STEPS IS FOCUSING ON DEVELOPMENTAL BEHAVIORAL MENTAL HEALTH TRAINING FOR PRIMARY CARE PROVIDERS. THE STAFF ALSO MEETS REGULARLY WITH APPROXIMATELY 20 COMMUNITY ORGANIZATIONS, AND WORKS WITH PEDIATRIC AND FAMILY MEDICINE RESIDENCY PROGRAMS, PEDIATRIC NURSE PRACTITIONERS AND PHYSICIAN ASSISTANT PROGRAMS THROUGHOUT THE STATE. THE ADVOCATE CHILDHOOD TRAUMA TREATMENT PROGRAM (CTTP) OFFERS HOPE AND HEALING TO CHILDREN WHO HAVE EXPERIENCED MALTREATMENT, PSYCHOLOGICAL TRAUMA AND SEXUAL ABUSE. CLINICIANS WORK WITH A CHILD'S ENTIRE SUPPORT NETWORK - PARENTS, THE SCHOOL AND MORE - TO HELP FOSTER A SAFE ENVIRONMENT FOR THE CHILD. CTTP IS ONE OF JUST A HANDFUL OF PROGRAMS IN ILLINOIS THAT SPECIALIZES IN THE SEXUAL ABUSE OF CHILDREN. IN 2014, CTTP SERVED 168 CHILDREN AND ADOLESCENTS, AS WELL AS 415 ADULTS, CAREGIVERS, PARENTS AND OTHERS. IN ADDITION, THE PROGRAM HAS PARTNERED WITH "DARKNESS TO LIGHT," A NATIONALLY RECOGNIZED CHILD SEXUAL ABUSE PREVENTION LEADER. AS A RESULT OF THIS PARTNERSHIP, CTTP HAS LAUNCHED A MAJOR ADULT EDUCATION PROGRAM CALLED "STEWARDS OF CHILDREN/7 STEPS TO PROTECT A CHILD." T
7. state filing of community benefit report il
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number
36-3196629
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 Domestic Organizations and Domestic Governments. 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 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) URBAN ALLIANCE
29 S LaSalle St
Chicago,IL60603
52-1938443 501(c)(3) 25,000   FMV   supprt exemp purpose
(2) Hispano Care Inc
3075 Highland Pkwy
Downers Grove,IL60515
36-3606486 501(c)(3) 100,000 0 FMV   general support




















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
2
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) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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
Description of Organization's Procedures for Monitoring the Use of Grants Form 990, Schedule I AdvocaTe North Side Health Network supports only non-profit organizations that are tax-exempt under Section 501(c)(3) of the Internal Revenue Code and are consistent with and complementary to the mission and charitable, tax-exempt purposes of Advocate North Side Health Network. Cash contributions are not made to individuals, for profit businesses or private providers.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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
 
 
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
 
 
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
 
No
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1James SkogsberghExec VP, COO, director (i)
(ii)
0
...............................
1,463,355
0
...............................
2,891,534
0
...............................
1,238,079
0
...............................
2,060,036
0
...............................
29,752
0
...............................
7,682,756
0
...............................
765,371
2Gail D HasbrouckSVP, Gen Counsel & Corp sec (i)
(ii)
0
...............................
469,637
0
...............................
392,669
0
...............................
288,426
0
...............................
166,445
0
...............................
22,172
0
...............................
1,339,349
0
...............................
154,711
3William P SantulliPresident (i)
(ii)
0
...............................
871,072
0
...............................
1,090,000
0
...............................
531,406
0
...............................
748,459
0
...............................
30,781
0
...............................
3,271,718
0
...............................
432,420
4Lee B Sacks MDExec VP, Chief Medical officer (i)
(ii)
0
...............................
705,908
0
...............................
773,328
0
...............................
411,509
0
...............................
325,841
0
...............................
21,943
0
...............................
2,238,529
0
...............................
323,744
5James DohenyVP, Finan & Corp Controller (i)
(ii)
0
...............................
315,161
0
...............................
109,226
0
...............................
29,777
0
...............................
24,011
0
...............................
30,240
0
...............................
508,415
0
...............................
0
6James Dan MDPres Phys & Ambulatory Svcs (i)
(ii)
0
...............................
516,652
0
...............................
568,516
0
...............................
297,133
0
...............................
241,684
0
...............................
21,514
0
...............................
1,645,499
0
...............................
233,483
7Rev Kathie Bender SchwichSVP, Mission & Spiritual care (i)
(ii)
0
...............................
133,723
0
...............................
195,777
0
...............................
218,738
0
...............................
122,408
0
...............................
101,482
0
...............................
772,128
0
...............................
32,554
8Kevin BradySVP, Human Resources (i)
(ii)
0
...............................
439,537
0
...............................
515,662
0
...............................
244,304
0
...............................
223,628
0
...............................
29,100
0
...............................
1,452,231
0
...............................
214,125
9Susan CampbellSVP of Patient Cr Chf nur ofcr (i)
(ii)
0
...............................
343,471
0
...............................
133,933
0
...............................
44,254
0
...............................
173,422
0
...............................
19,959
0
...............................
715,039
0
...............................
0
10Kelly Jo GolsonSVP, MarkETING (i)
(ii)
0
...............................
363,898
0
...............................
267,317
0
...............................
170,646
0
...............................
116,479
0
...............................
2,920
0
...............................
921,260
0
...............................
99,154
11Dominic J NakisSVP, CFO & TREASURER (i)
(ii)
0
...............................
622,258
0
...............................
773,328
0
...............................
379,183
0
...............................
325,841
0
...............................
22,752
0
...............................
2,123,362
0
...............................
323,744
12Scott PowderSVP/CHIEF STRATEGY OFFICER (i)
(ii)
0
...............................
380,269
0
...............................
304,156
0
...............................
172,492
0
...............................
148,436
0
...............................
31,052
0
...............................
1,036,405
0
...............................
86,720
13Bruce D SmithSVP, cio (i)
(ii)
0
...............................
481,588
0
...............................
409,443
0
...............................
245,908
0
...............................
174,433
0
...............................
31,720
0
...............................
1,343,092
0
...............................
161,321
14Susan Nordstrom LopezPresident of Advocate IMMC (i)
(ii)
447,485
...............................
0
487,652
...............................
0
248,767
...............................
0
216,477
...............................
0
33,074
...............................
0
1,433,455
...............................
0
206,413
...............................
0
15Stephen LocherChair Obstetrics/Gynecology (i)
(ii)
402,692
...............................
0
97,590
...............................
0
16,624
...............................
0
24,011
...............................
0
24,868
...............................
0
565,785
...............................
0
0
...............................
0
16Vijay MakerChair Surgery Department (i)
(ii)
461,074
...............................
0
54,366
...............................
0
24,013
...............................
0
24,011
...............................
0
17,353
...............................
0
580,817
...............................
0
0
...............................
0
17James MalowChair Dept Internal MedicinE (i)
(ii)
285,577
...............................
0
68,862
...............................
0
24,462
...............................
0
24,011
...............................
0
19,170
...............................
0
422,082
...............................
0
0
...............................
0
18Donna KingVP Clinical Ops/CNE (i)
(ii)
280,806
...............................
0
69,122
...............................
0
22,524
...............................
0
24,011
...............................
0
12,325
...............................
0
408,788
...............................
0
0
...............................
0
19Robert ZadylakVP Medical Management (i)
(ii)
364,743
...............................
0
92,351
...............................
0
34,830
...............................
0
24,011
...............................
0
15,648
...............................
0
531,583
...............................
0
0
...............................
0
20Ben GrigaliunasSVP, Human RESOURCES (i)
(ii)
0
...............................
0
0
...............................
215,578
0
...............................
0
0
...............................
0
0
...............................
0
0
...............................
215,578
0
...............................
178,794
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B 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. THE CURRENT YEAR CONTRIBUTION AMOUNT IS $44,003. 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 $724,471, BRUCE SMITH $138,871, DOMINIC NAKIS $216,494, GAIL HASBROUCK $134,329, LEE SACKS M.D. $229,403, KEVIN BRADY $142,002, SCOTT POWDER $103,372, WILLIAM SANTULLI $301,001, JAMES DAN M.D. $168,324, KELLY JO GOLSON $98,317, SUSAN LOPEZ $143,946 AND KATHIE BENDER SCHWICH $162,245. THE FOLLOWING EMPLOYEE HAS NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: SUSAN CAMPBELL $60,650. 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 ON EMPLOYMENT AND VEST WHEN THE PARTICPANT REACHES 60 YEARS OF AGE. THE CURRENT YEAR AMOUNTS EARNED ARE: JAMES SKOGSBERGH $747,465, WILLIAM SANTULLI $223,547.
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) 2014

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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 Benefiting 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) 2014
Schedule L (Form 990 or 990-EZ) 2014
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) Osvaldo Lopez MD Family Mbr- Susan N Lopez 151,654 Employment   No
(2) Rebecca Green family mbr- Ron Greene 64,337 employment   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) 2014

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 990-EZ 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
2014
Open to Public
Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
Return Reference Explanation
FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES ADVOCATE ILLINOIS MASONIC MEDICAL CENTER (AIMMC), THE ONLY HOSPITAL IN THE ADVOCATE NORTH SIDE HEALTH NETWORK, WAS AGAIN NAMED ONE OF THE NATION'S 100 TOP HOSPITALS BY TRUVEN HEALTH ANALYTICS IN 2014. AIMMC IS ALSO RANKED ONE OF CHICAGO'S BEST HOSPITALS BY U.S. NEWS AND WORLD REPORT FOR THE PAST FOUR YEARS. AIMMC IS ONE OF ONLY 200 HOSPITALS TO ACHIEVE HIMSS ANALYTICS STAGE 7 FOR ADOPTION OF ELECTRONIC MEDICAL RECORDS. THE MEDICAL CENTER IS ONE OF THE STATE'S LARGEST, MOST COMPREHENSIVE NONPROFIT MEDICAL CENTERS. IT HAS MORE THAN 900 ACTIVE PHYSICIANS REPRESENTING 43 MEDICAL SPECIALITIES. AIMMC IS DESIGNATED AS A LEVEL I TRAUMA CENTER AND AS A LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU) - THE HIGHEST DESIGNATION IN EACH AWARDED BY THE STATE. AIMMC'S LEVEL I TRAUMA CENTER IS ONE OF ONLY FOUR TRAUMA CENTERS IN CHICAGO. IN 2014, AIMMC HAD 924 TRAUMA VISITS AND 43,359 EMERGENCY DEPARTMENT VISITS. THE HOSPITAL IS NATIONALLY RECOGNIZED FOR EXPERTISE IN CARDIAC CARE AND USE OF THE MOST INNOVATIVE TECHNOLOGIES AVAILABLE TO PROVIDE ADVANCED CARE WITH ATTENTION TO PATIENT SAFETY, QUALITY AND EXCELLENCE. AIMMC IS A CERTIFIED STROKE CENTER AND HAS TWICE RECEIVED MAGNET RECOGNITION STATUS FOR EXCELLENCE IN NURSING SERVICES BY THE AMERICAN NURSES CREDENTIALING CENTER. AS ONE OF ILLINOIS' LARGEST NON-UNIVERSITY MEDICAL TEACHING HOSPITALS, AIMMC TRAINED 250 MEDICAL RESIDENTS AND 502 MEDICAL STUDENTS IN 2014 THROUGH ITS AFFILIATIONS WITH THE UNIVERSITY OF ILLINOIS AT CHICAGO HEALTH SCIENCES CENTER, ROSALIND FRANKLIN UNIVERSITY, MIDWESTERN UNIVERSITY AND OTHER MEDICAL SCHOOLS. IN ADDITION TO SERVING INDIVIDUALS IN THE ACUTE CARE SETTING, AIMMC ALSO PROVIDES COMMUNITY OUTREACH THROUGH HEALTH FAIRS, WELLNESS PROGRAMS AND OTHER OUTREACH SERVICES IN SUPPORT OF ITS MVP (MISSION, VALUES AND PHILOSOPHY). THE MISSION OF AIMMC IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES, AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN THE FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. THE VALUES OF AIMMC SERVE AS AN INTERNAL COMPASS TO GUIDE RELATIONSHIPS AND ACTIONS. THEY INCLUDE EQUALITY, COMPASSION, EXCELLENCE, PARTNERSHIP, AND STEWARDSHIP. THE PHILOSOPHY OF AIMMC IS GROUNDED IN 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 RELATIONSHIP WITH GOD, THEMSELVES, THEIR FAMILIES, AND THE SOCIETY IN WHICH THEY LIVE. THROUGH OUR ACTIONS WE AFFIRM THESE PRINCIPLES. AIMMC PROVIDES QUALITY HEALTH CARE TO INDIVIDUALS REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE, SEXUAL ORIENTATION/IDENTITY, OR ABILITY TO PAY. IN 2014, THE HOSPITAL SERVED 174,005 PATIENTS, INCLUDING 16,147 INPATIENT ADMISSIONS AND 157,898 OUTPATIENT VISITS AND A TOTAL OF 2,508 DELIVERIES. THE NUMBER OF PATIENTS SERVED INCREASES TO 362,412 WHEN ADDING INDIVIDUALS SERVED BY THE PHYSICIAN GROUP AND BEHAVIORAL HEALTH SERVICES. NEARLY 40% OF THE POPULATION IN AIMMC'S SERVICE AREA IS HISPANIC RESULTING IN A HEIGHTENED EMPHASIS ON PROVIDING BILINGUAL AND BICULTURAL HEALTH CARE SERVICES. EVEN IN THE FACE OF LOW REIMBURSEMENTS, AIMMC IS DEDICATED TO MAINTAINING A STRONG PRESENCE WITHIN ITS COMMUNITY AND CONTINUES TO MONITOR THESE EXPENDITURES TO MAKE CERTAIN THAT THE PROGRAMS AND SERVICES SUPPORTED ARE IN DIRECT RESPONSE TO COMMUNITY NEED. IN 2014, THE ADVOCATE NORTH SIDE NETWORK, ALSO KNOWN AS ADVOCATE ILLINOIS MASONIC MEDICAL CENTER (AIMMC) REPORTED OVER $46.3 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. ADVOCATE ILLINOIS MASONIC MEDICAL CENTER'S COMMUNITY BENEFITS PLAN WAS DEVELOPED TO ESTABLISH STRATEGIES FOR IMPROVING ACCESS TO CARE AND POSITIVELY AFFECTING THE HEALTH OF THE COMMUNITIES THAT IT SERVES. INCLUDED IN THE COMMUNITY BENEFITS PLAN ARE NOT ONLY PLANNED GOALS AND OBJECTIVES FOCUSED ON ADDRESSING NEEDS AS IDENTIFIED THROUGH THE HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, BUT ALSO OTHER COMMUNITY BENEFITS SUCH AS CHARITY CARE AND UNREIMBURSED MEDICAID AND MEDICARE. THE PLAN SETS THE COURSE FOR STRENGTHENING EXISTING PARTNERSHIPS AND BUILDING NEW ONES WITH INDIVIDUALS AND ORGANIZATIONS WITHIN ITS SERVICE AREA IN ORDER TO LEVERAGE AND MAXIMIZE THE IMPACT OF ITS PROGRAMS. AIMMC HAS SET FORTH FOUR GOALS AND MULTIPLE OBJECTIVES TO ACCOMPLISH THIS STRATEGY. THE GOALS AND CORRESPONDING EXAMPLES ARE PROVIDED BELOW. GOAL 1: UNDERTAKE OR SUPPORT INITIATIVES THAT ENHANCE ACCESS TO HEALTH AND WELLNESS SERVICES WITHIN THE DIVERSE COMMUNITIES AIMMC SERVES. CHARITY CARE - AIMMC OFFERS A VERY GENEROUS CHARITY CARE PROGRAM REQUIRING NO PAYMENT FROM 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 FOR A FAMILY OF FOUR. A PATIENT'S EXTENUATING CIRCUMSTANCES ARE ALSO CONSIDERED WHEN QUALIFYING PATIENTS FOR CHARITY CARE. AIMMC PROVIDES HEALTH CARE SERVICES TO MEDICAID AND MEDICARE PATIENTS AND SUBSIDIZES THE COSTS OF THESE GOVERNMENT PROGRAM SERVICES THAT ARE NOT FULLY REIMBURSED. HISPANOCARE - MORE THAN 36,000 MEMBERS OF CHICAGO'S LATINO & NON LATINO COMMUNITY BENEFIT FROM HISPANOCARE, A NETWORK OF 100 BILINGUAL AND BICULTURAL HEALTH CARE PROVIDERS REPRESENTING OVER 100 OFFICE LOCATIONS. THE GOAL OF HISPANOCARE IS TO PROVIDE QUALITY, COST-EFFECTIVE HEALTH CARE TO CHICAGO'S LATINO COMMUNITY IN A BILINGUAL AND BICULTURAL SENSITIVE MANNER. TO EASE THE FINANCIAL BURDEN, HISPANOCARE PROVIDERS AGREE TO GIVE ENROLLEES A 20-80 PERCENT DISCOUNT ON ALL OUT-OF-POCKET EXPENSES DEPENDING ON THE SERVICE PROVIDED. MOBILE DENTAL VAN - THE MOBILE DENTAL VAN OFFERS ACCESS TO ORAL HEALTH SERVICES TO OVER 450 UNDERSERVED AND UNINSURED INDIVIDUALS, WITH A TOTAL OF 1,359 VISITS IN 2014. PROVIDING DENTAL SCREENINGS, TREATMENT AND EDUCATION, THE MOBILE VAN REGULARLY TRAVELS ACROSS THE CITY OF CHICAGO MAKING STOPS AT SENIOR RESIDENCES, SCHOOLS AND PRIMARY CARE CLINICS TO PROVIDE CARE TO HARD-TO-REACH AND UNDERSERVED POPULATIONS, INCLUDING ELDERLY PEOPLE WITH LIMITED MOBILITY, CHILDREN FROM LOW-INCOME FAMILIES, DISABLED PERSONS, IMMIGRANTS AND THE HOMELESS. ACCORDING TO A ONE-YEAR ANNIVERSARY SURVEY BETWEEN JANUARY 1, 2013 AND JUNE 30, 2014, RESULTS SHOWED THAT THE NUMBER OF DISEASED TEETH FELL BY 86%, FROM 303 TO 42. IN ADDITION, THE NUMBER OF CLIENTS THAT REPORTED THE OVERALL HEALTH OF THEIR TEETH AND GUMS WAS VERY GOOD OR EXCELLENT NEARLY DOUBLED, FROM 29 TO 53 INDIVIDUALS; AND THE NUMBER OF INDIVIDUALS REPORTING THE OVERALL HEALTH OF THEIR TEETH AND GUMS WAS POOR FELL BY 33%, FROM 54 TO 36. LGBTQ COMMUNITY - AIMMC IS LOCATED NEAR ONE OF THE LARGEST LESBIAN GAY BISEXUAL TRANSGENDER QUESTIONING (LGBTQ) COMMUNITIES IN THE MIDWEST. IN 2014, ADVOCATE ILLINOIS MASONIC MEDICAL CENTER WAS NAMED A LEADER IN PROVIDING EQUAL HEALTH CARE SERVICES FOR THE LGBTQ COMMUNITY BY THE HUMAN RIGHTS CAMPAIGN FOUNDATION'S HEALTH CARE EQUALITY INDEX (HEI) REPORT FOR A SIXTH CONSECUTIVE YEAR. AIMMC WAS THE FIRST ONE IN ILLINOIS AND ONE OF ONLY SIXTEEN (FIVE ARE VA) FACILITIES IN ILLINOIS TO HAVE BEEN RECOGNIZED AS A LEADER, DEMONSTRATING PATIENT NON-DISCRIMINATION, EQUAL VISITATION, EMPLOYMENT NON-DISCRIMINATION, AND TRAINING IN LGBT PATIENT-CENTERED CARE. AIMMC WORKS DIRECTLY WITH THE CENTER ON HALSTED, THE MIDWEST'S MOST COMPREHENSIVE COMMUNITY CENTER DEDICATED TO BUILDING AND STRENGTHENING THE LGBTQ COMMUNITY AND THEIR FRIENDS, BY PRESENTING DIFFERENT HEALTH LECTURES AND INFORMATION TO THE VARIOUS GROUPS USING THE CENTER. LOCATED IN THE HEART OF CHICAGO'S LAKEVIEW NEIGHBORHOOD, MORE THAN 1,000 COMMUNITY MEMBERS VARYING IN AGE FROM SENIORS TO YOUTH VISIT THE CENTER EVERY DAY. FIRST ACCESS PROGRAM -- GIVEN THE HIGH NUMBER OF ADMISSIONS AND EMERGENCY DEPARTMENT VISITS FOR BEHAVIORAL HEALTH CONDITIONS AND THE LIKELIHOOD THAT DISCHARGED PATIENTS WOULD NOT KEEP FOLLOW-UP APPOINTMENTS, AIMMC'S BEHAVIORAL HEALTH SERVICES INTRODUCED A LIMITED SAME-DAY ACCESS-TO-TREATMENT MODEL CALLED FIRST ACCESS IN MAY 2013. FIRST ACCESS OFFERS SAME DAY INTAKE AND ACCESS TO TREATMENT FOR PATIENTS REFERRED BY THE MEDICAL CENTER'S INPATIENT PSYCHIATRIC UNIT, CL SERVICE (MEDICAL FLOORS), EMERGENCY DEPARTMENT, AND ADVOCATE PHYSICIANS. THE GOAL IS TO ENCOURAGE SUCCESS BY PROVIDING IMMEDIATE ACCESS, STRONG ENGAGEMENT, INCREASED CONSUMER SATISFACTION AND CLOSE FOLLOW-UP FOR RELAPSE PREVENTION. SINCE ITS IMPLEMENTATION, FIRST ACCESS HAS INCREASED BEHAVIORAL HEALTH PATIENTS' APPOINTMENT FOLLOW-THROUGH RATE FROM 40 PERCENT IN 2013 TO 100 PERCENT IN 2014. LANGUAGE ASSISTANCE / INTERPRETER SERVICES - AS A LEVEL 1 TRAUMA CENTER AND A CENTRALLY LOCATED MEDICAL CENTER IN CHICAGO, AIMMC RECEIVES PATIENTS FROM MANY DIFFERENT COUNTRIES AND CULTURAL BACKGROUNDS. AS SUCH, A PROFICIENT UNDERSTANDING OF MEDICAL TERMINOLOGY AND IN
Form 990, part vi, line 1a DESCRIPTION OF BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE The organization's by-laws provide that the executive committee has the authority to act on behalf of the board. The executive committee has the same composition and members as the executive committee of the corporate member. 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 DESCRIPTION OF BUSINESS RELATIONSHIPS As Dr. James Dan, Dr. Lee Sacks, Gail Hasbrouck, James Doheny, Dominic Nakis, 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, line 6 Members or stockholders The by-laws provide for corporate members.
form 990, part vi, line 7a DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS The not-for-profit corporations of Advocate Health Care, with the exception of Advocate Health Care Network, have corporate members who elect directors. Advocate Health Care Network does not have any members, therefore, the AHCN board elects its directors. The for-profit organizations have a sole shareholder who elects the directors. Form 990, Part VI, Line 7B DESCRIPTION OF CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL AND 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 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, line 11b DESCRIPTION OF THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING 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, Line 12C DESCRIPTION OF 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 disclosure 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 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, lines 15a & 15b OFFICES AND POSTIONS FOR WHICH PROCESS WAS USED AND YEAR PROCESS WAS BEGUN Executive compensation at the Advocate Health Care Network and subsidiaries 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 level 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. Form 990, Part VI, Line 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC The organization makes its financial statements available to the public through the following sites: - DACBOND.COM (Digital Assurance Certification, LLC) - EMMA.MSRB.ORG (Electronic Municipal Market Access) The organization does not make its governing document or conflict of interest policy available to the public.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ADVOCATE NORTH SIDE HEALTH NETWORK
 
Employer identification number

36-3196629
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 Pkwy Ste 600

Downers Grove,IL60515
36-2167779
Parent Corp IL 501(c)(3) 11-III-FI NA
 
 
No
(2) Advocate Condell Medical Center
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
26-2525968
Health Care IL 501(c)(3) 3 AHHC
 
Yes
 
(3) Advocate Health & Hospitals Corporation
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-2169147
Health Care IL 501(c)(3) 3 AHCN
 
 
No
(4) Advocate Charitable Foundation
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-3297360
Fundraising IL 501(c)(3) 7 AHCN
 
 
No
(5) EHS Home Health Care Service Inc
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-2913108
Home Care IL 501(c)(3) 9 AHHC
 
 
No
(6) Meridian Hospice
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-3158667
Hospice Care IL 501(c)(3) 9 EHSHHCS
 
 
No
(7) Hispanocare Inc
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-3606486
Health Care IL 501(c)(3) 9 ANSHN
 
Yes
 
(8) Ravenswood Health Care Foundation
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-3196628
Fundraising IL 501(c)(3) 11-II NA
 
 
No
(9) Masonic Family Health Foundation Inc
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-4397387
Fundraising IL 501(c)(3) 11-I MFHS
 
 
No
(10) Advocate Sherman Hospital
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-2167920
Health Care IL 501(c)(3) 3 AHCN
 
 
No
(11) Sherman West Court
3075 Highland Pkwy Ste 600

Downers Grove,IL60515
36-3725580
Nursing Care IL 501(c)(3) 9 ASH
 
 
No
(12) Sherman Home Health Care Corporation
901 Center Street Suite 2001A

Elgin,IL60120
36-3330085
Home Care IL 501(c)(3) 9 ASH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) DREYER MERcy AMBulatory SURgery center

1221 HIGHLAND
AURORA,IL60506
36-3890298
MEDICAL SERVIces IL NA
 
            Yes   60.000 %
(2) ADVOCATE SW AMB SUR CTR

18200 LA GRANGE ROAD
TINLEY PARK,IL60487
34-4437931
MEDICAL SERVICES IL NA
 
              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 Home Care Products

3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-3315416
Health Services IL NA
 
C Corp         No
(2) Advocate Health Centers Inc

3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-4217291
Medical Services IL NA
 
C Corp         No
(3) Evangelical Services Corporation

3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-3208101
Mgmt Services IL NA
 
C Corp         No
(4) High Technology Inc

3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-3368224
Medical Services IL NA
 
C Corp         No
(5) Dreyer Clinic Inc

1877 W Downer Place
Aurora,IL60506
36-2690329
Medical Services IL NA
 
C Corp         No
(6) BroMenn Physician Management Corporation

3075 Highland Parkway Suite 600
Downers Grove,IL60515
37-1313150
Medical Services IL NA
 
C Corp         No
(7) Parkside Center Condo Association

1775 West Dempster Street
Park Ridge,IL60068
36-3452486
Property Mgmt IL NA
 
C Corp         No
(8) Advocate Insurance SPC

878 Wt Bay Rd PO Box 1159
Grand Cayman   KY1-1102
CJ
98-0422925
Insurance CJ NA
 
C Corp         No
(9) Midwest Heart Specialists Ltd

3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-2841923
Medical Services IL NA
 
C Corp         No
(10) Sherman Health Insurance Company Ltd

878 W Bay Rd PO Box 1159
Grand Cayman   KY1-1102
CJ
98-0703036
Insurance CJ NA
 
C Corp         No
(11) Health Visions Inc

3075 Highland Parkway Suite 600
Downers Grove,IL60515
36-3780082
Medical Services IL NA
 
C Corp         No
(12) Sherman Group Practice Inc

3075 Highland Parkway Suite 600
Downers Grove,IL60515
26-2891035
Medical Services IL NA
 
C Corp         No
(13) Sherman Physician Group Inc

3075 Highland Parkway Suite 600
Downers Grove,IL60515
26-4800497
Medical Services IL NA
 
C Corp         No
(14) ShermanChoice Inc

1425 N Randall Road
Elgin,IL60123
36-4058392
Phys-Hospital org IL NA
 
C Corp         No
(15) The Delphi Group IV Inc

1425 N Randall Road
Elgin,IL60123
36-4017279
Health Cost Mgmt IL NA
 
C Corp         No
(16) Sherman Ventures Inc

934 Center Street
Elgin,IL60120
36-4292309
Holding Company IL NA
 
C Corp         No
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
 
No
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
 
No
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 Health and Hospitals Corp

k 241,706 Cost
(2) HispanoCare Inc

b 100,000 Cost
(3) Advocate Health and Hospitals Corp

j 1,156,750 Cost
(4) Advocate Health and Hospitals Corp

m 55,354,544 Cost
(5) Advocate Health and Hospitals Corp

p 81,190,498 Cost
(6) Advocate Health and Hospitals Corp

r 9,415,839 Cost
(7) Advocate Health and Hospitals Corp

l 2,382,370 Cost
(8) Advocate Health and Hospitals Corp

q 33,071,633 Cost
(9) Advocate Health and Hospitals Corp

s 25,124,790 Cost
(10) Advocate Charitable Contribution

c 3,436,743 Cost
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


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