TY 2020 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) WENDY MILLER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(2) SUNIL JOSEPH MD...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(3) SHERI DE SHAZO...................................................................... DIRECTOR, PRESIDENT	55.00 ................. 0.00	X	X	396,657	0	56,590
(4) AZMEY MATARIEH...................................................................... DIRECTOR	1.00 ................. 55.00	X		0	747,300	14,166
(5) CRAIG LAMP...................................................................... VICE CHAIRPERSON, DIRECTOR	1.00 ................. 0.00	X	X	0	0	0
(6) JOHN CHAPMAN...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(7) JOSE TORRES...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(8) JOY JENSEN...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(9) KAREN LAMBERT...................................................................... INTERIM PRESIDENT, DIRECTOR	1.00 ................. 55.00	X	X	0	1,067,627	139,347
(10) KENNETH KOEHLER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(11) LINDA WALLACE...................................................................... ASSISTANT SECRETARY, DIRECTOR	1.00 ................. 0.00	X	X	0	0	0
(12) MICHAEL KENYON...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(13) NICOLE PAULK...................................................................... DIRECTOR	1.00 ................. 55.00	X		0	506,959	33,112
(14) PATRICK CRAWFORD...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(15) RACHEL BAER MD...................................................................... DIRECTOR	1.00 ................. 55.00	X		0	401,654	33,659
(16) RAVI DAMARAJU MD...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(17) REV DR NATHANIEL EDMOND...................................................................... CHAIRPERSON, DIRECTOR	1.00 ................. 1.00	X	X	0	8,000	0

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(18) K RICHARD JAKLE........................................................................ DIRECTOR	1.00 .......................1.00	X				0	111,333	0
(19) SCOTT RICHMOND........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(20) SHARON JAKLE........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(21) STAN NABRINSKY........................................................................ DIRECTOR	1.00 .......................0.00	X				0	18,500	0
(22) WILLIAM HOFFER........................................................................ DIRECTOR	0.00 .......................0.00	X				0	0	0
(23) RAJA CHATTERJI MD........................................................................ DIRECTOR	1.00 .......................55.00	X				0	424,500	41,865
(24) TERRY DUNNING........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(25) DOMINIC J NAKIS........................................................................ TREASURER	1.00 .......................55.00		X			0	2,001,577	222,808
(26) JAMES DOHENY........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X			0	600,229	93,283
(27) MICHAEL KERNS........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X			0	524,766	90,542
(28) MIKE LAPPIN........................................................................ SECRETARY	1.00 .......................55.00		X			0	1,579,916	188,398
(29) MICHAEL GREBE........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X			0	1,181,024	131,982
(30) SHELLY HART........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X			0	757,127	113,484
(31) JAMES SLINKMAN........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X			0	465,570	85,939
(32) STEVE HUSER........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X			0	476,618	81,094
(33) LESLIE LENZO........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X			0	906,168	103,790
(34) NAN NELSON........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X			0	815,972	95,664
(35) SHARON MCGREGOR........................................................................ PHARMACIST	55.00 .......................0.00			X		190,399	0	25,317
(36) CHERI MOORE........................................................................ DIRECTOR	55.00 .......................0.00			X		183,980	0	562
(37) BRUCE HYMAN........................................................................ CHIEF MEDICAL OFFICER	55.00 .......................0.00			X		407,321	0	32,652
(38) MICHAEL ROSENBERG........................................................................ DIRECTOR MED EM & CLINICAL	55.00 .......................0.00			X		326,837	0	9,675
(39) PATRICK UPLEGGER........................................................................ DIRECTOR PHARMACY	55.00 .......................0.00			X		212,516	0	17,040
(40) LINDA DEERING DEAN........................................................................ FORMER PRESIDENT, DIRECTOR	55.00 .......................1.00				X	606,241	0	0
(41) SUSAN CAMPBELL........................................................................ FORMER DIRECTOR	0.00 .......................55.00				X	0	259,388	4,054
(42) WILLIAM P SANTULLI........................................................................ FORMER DIRECTOR	0.00 .......................55.00				X	0	2,706,183	293,486
(43) DAMON HAVILL........................................................................ FORMER OFFICER	0.00 .......................55.00				X	0	372,083	35,628
(44) EARL J BARNES II........................................................................ FORMER OFFICER	0.00 .......................0.00				X	0	291,951	37
(45) JO AMICK........................................................................ FORMER OFFICER	0.00 .......................55.00				X	0	253,961	18,298
(46) KEVIN FITCH........................................................................ FORMER OFFICER	0.00 .......................55.00				X	0	362,726	36,122
(47) MARY KANE........................................................................ FORMER OFFICER	0.00 .......................55.00				X	0	427,356	16,046
(48) MELISSA O'NEIL........................................................................ FORMER OFFICER	0.00 .......................55.00				X	0	296,646	21,154
(49) CHERI GOLL........................................................................ FORMER HIGHEST COMPENSATED	55.00 .......................0.00				X	164,069	0	4,717
(50) JOAN KANUTE........................................................................ FORMER HIGHEST COMPENSATED	55.00 .......................0.00				X	184,489	0	21,621
(51) PAUL DRAHOS........................................................................ FORMER HIGHEST COMPENSATED	0.00 .......................55.00				X	0	173,941	22,777

(A) Name and business address	(B) Description of services	(C) Compensation
A2CL SERVICES LLC 750 W VIRGINIA STREET MILWAUKEE,WI53234	MEDICAL SERVICES	983,961
VASCULAR AND INTERVENTIONAL PROF 911 N ELM STREET 128 HINSDALE,IL60521	MEDICAL SERVICES	910,901
MIDWEST ANESTHESIA PARTNERS LLC 1324 N SHERIDAN RD WAUKEGAN,IL60085	MEDICAL SERVICES	866,888
CARDIOTHORACIC & VASCULAR SURGICAL 9500 BORMET DR STE 204 MOKENA,IL60448	MEDICAL SERVICES	824,583
TOTAL RENAL CARE PO BOX 402946 ATLANTA,GA30384	MEDICAL SERVICES	789,129
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 27

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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

Gross receipts from related activities, etc. (see instructions) ..................

First 5 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

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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.)..

First 5 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

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

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.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) 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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

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

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described in line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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 0.015 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 0.035	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

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) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

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) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization ADVOCATE SHERMAN HOSPITAL

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization ADVOCATE SHERMAN HOSPITAL		Employer identification number 36-2167920

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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization ADVOCATE SHERMAN HOSPITAL			Employer identification number 36-2167920
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

If the organization answered "Yes" on 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" on 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" on 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 SHERMAN HOSPITAL

Employer identification number

36-2167920

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2020

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2017	(b) 2018	(c) 2019	(d) 2020	(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) 2020

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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

67,683

Total. Add lines 1c through 1i ....................................................................................................

67,683

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

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
PART II-B, LINE 1:	SUPPLEMENTAL LOBBYING INFORMATION ADVOCATE SHERMAN HOSPITAL IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION. THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND IN 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 THIS ORGANIZATION IS ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE HOSPITAL ALSO REIMBURSES ASSOCIATES FOR DUES AND EDUCATIONAL EXPENSES PAID TO VARIOUS PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE SHERMAN HOSPITAL ENDEAVORS TO IDENTIFY THE PORTION OF THESE DUES OR FEES ATTRIBUTABLE TO LOBBYING ACTIVITIES.

Return Reference

Explanation

PART II-B, LINE 1:

SUPPLEMENTAL LOBBYING INFORMATION ADVOCATE SHERMAN HOSPITAL IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION. THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND IN 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 THIS ORGANIZATION IS ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE HOSPITAL ALSO REIMBURSES ASSOCIATES FOR DUES AND EDUCATIONAL EXPENSES PAID TO VARIOUS PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE SHERMAN HOSPITAL ENDEAVORS TO IDENTIFY THE PORTION OF THESE DUES OR FEES ATTRIBUTABLE TO LOBBYING ACTIVITIES.

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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" on 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 .....	26,776,138		26,776,138
b	Buildings ....	248,755,953	74,015,528	174,740,425
c	Leasehold improvements	5,211,201	2,845,343	2,365,858
d	Equipment ....	98,224,845	69,569,459	28,655,386
e	Other .....	2,375,058		2,375,058
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				234,912,865

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	281,038,337
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) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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' on 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) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 25000.0000000000 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 60000.0000000000 %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	7,826,047	6,343	7,819,704	1.860 %
b	Medicaid (from Worksheet 3, column a) . . . . .	60,062,010	48,171,726	11,890,284	2.830 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .				0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	67,888,057	48,178,069	19,709,988	4.690 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	2,479,565		2,479,565	0.590 %
f	Health professions education (from Worksheet 5) . . .	3,033,771		3,033,771	0.720 %
g	Subsidized health services (from Worksheet 6) . . . .	24,908,296	22,965,722	1,942,574	0.460 %
h	Research (from Worksheet 7) .				0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	125,715		125,715	0 %
j	Total. Other Benefits . .	30,547,347	22,965,722	7,581,625	1.770 %
k	Total. Add lines 7d and 7j .	98,435,404	71,143,791	27,291,613	6.460 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2020

Schedule H (Form 990) 2020

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

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

40,852,209

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. ......

380,720

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

Enter total revenue received from Medicare (including DSH and IME).....

115,368,903

Enter Medicare allowable costs of care relating to payments on line 5.....

142,856,511

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-27,487,608

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %
11 ALGONQUIN ROAD SURGERY CENTER LLC	ANCILLARY SURGERY CENTER	26.000 %	0 %	49.000 %
22 ARSC RE HOLDINGS LLC	REAL ESTATE LEASING	50.000 %	0 %	0 %
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2020

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?1Name, 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)
1	ADVOCATE SHERMAN HOSPITAL 1425 N RANDALL ROAD ELGIN,IL601232300 HTTP://WWW.ADVOCATEHEALTH.COM/HOPE/ 0005884	X	X	X

Schedule H (Form 990) 2020

Page 4

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)

	ADVOCATE SHERMAN HOSPITAL
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):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 19

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 .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): HTTP://WWW.ADVOCATEHEALTH.COM/CHNAREPORTS

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 20

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): HTTP://WWW.ADVOCATEHEALTH.COM/CHNAREPORTS

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on 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) 2020

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	ADVOCATE SHERMAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 250.000000000000%
and FPG family income limit for eligibility for discounted care of 600.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.ADVOCATEHEALTH.COM/FINANCIALASSISTANCE

The FAP application form was widely available on a website (list url):

WWW.ADVOCATEHEALTH.COM/FINANCIALASSISTANCE

A plain language summary of the FAP was widely available on a website (list url):
WWW.ADVOCATEHEALTH.COM/FINANCIALASSISTANCE

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 6

Part VFacility Information (continued)

Billing and Collections

	ADVOCATE SHERMAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized 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?............

Yes

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	ADVOCATE SHERMAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2020

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 5: COLLABORATIVE COUNTY ASSESSMENTS. ADVOCATE SHERMAN HOSPITAL (ADVOCATE SHERMAN) COLLABORATED WITH THE MCHENRY COUNTY AND KANE COUNTY HEALTH DEPARTMENTS TO CONDUCT A COMPREHENSIVE CHNA. ADVOCATE SHERMAN ALSO CONSULTED WITH A NUMBER OF ADDITIONAL PARTNER ORGANIZATIONS INCLUDING SEVERAL FEDERALLY QUALIFIED HEALTH CENTERS (GREATER ELGIN FAMILY CARE CENTER, VNA HEALTH CENTER, AUNT MARTHA'S), THE KANE COUNTY SUBSTANCE ABUSE COALITION, MCHENRY COUNTY SUBSTANCE ABUSE COALITION AND THE MENTAL HEALTH 708 INC BOARD. EACH OF THESE ORGANIZATIONS HAVE A FOCUS ON MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, INCLUDING AFRICAN AMERICAN AND HISPANIC RESIDENTS. IN MCHENRY COUNTY, A COMMUNITY SURVEY, FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WERE CONDUCTED TO GATHER INPUT FROM COMMUNITY RESIDENTS ON KEY HEALTH ISSUES AS PART OF THE HEALTH DEPARTMENT'S COMMUNITY HEALTH ASSESSMENT (CHA). IN ADDITION, A BROAD DATA REVIEW OF MCHENRY COUNTY USING SECONDARY SOURCES WAS CONDUCTED, WHICH INCLUDED DEMOGRAPHICS, HOUSING, INCOME AND POVERTY, EDUCATION, EMPLOYMENT, CRIME AND SAFETY, BIRTH AND DEATH RATES, HEALTH STATUS AND BEHAVIORS, AND HEALTH UTILIZATION. THE KANE COUNTY HEALTH DEPARTMENT NEEDS ASSESSMENT INCLUDED A COMMUNITY HEALTH SURVEY AND AN ON-LINE KEY INFORMANT SURVEY. IN BOTH COUNTIES, SURVEYS WERE TRANSLATED INTO, AND SPECIFIC FOCUS GROUPS WERE HELD, IN SPANISH TO SOLICIT INPUT FROM SPANISH-SPEAKING RESIDENTS. A VARIETY OF SECONDARY DATA SOURCES WERE CONSULTED FOR KANE COUNTY-LEVEL DATA IN THE AREAS OF DEMOGRAPHICS, PUBLIC HEALTH, MENTAL HEALTH, SUBSTANCE ABUSE, EDUCATION, DISEASE INCIDENCE AND PREVALENCE, ECONOMICS AND PUBLIC SAFETY. (LINKS TO THE MULTIPLE COMMUNITY ASSESSMENTS DESCRIBED ABOVE ARE: HTTPS://WWW.MCHENRYCOUNTYIL.GOV/HOME/SHOWDOCUMENT?ID=71354HTTPS://WWW.MCHENRYCOUNTYIL.GOV/HOME/SHOWDOCUMENT?ID=71454HTTPS://WWW.MCHENRYCOUNTYIL.GOV/HOME/SHOWDOCUMENT?ID=71360HTTPS://WWW.COUNTYOFKANE.ORG/DOCUMENTS/QUALITY%20OF%20KANE/COMMUNITY_HEALTH_NEEDS_ASSESSMENT.PDF)COMMUNITY HEALTH COUNCIL (CHC). THE ADVOCATE SHERMAN CHC WAS CONVENED FROM JANUARY-MARCH 2019 TO REVIEW QUANTITATIVE AND QUALITATIVE DATA GATHERED FROM 2017 THROUGH 2019, AND TO SELECT THE TOP HEALTH NEEDS OF THE SERVICE AREA. THE CHC IS COMPRISED OF EIGHT COMMUNITY MEMBERS, REPRESENTING 67 PERCENT OF THE TOTAL MEMBERSHIP. CHC MEMBERS INCLUDE A VARIETY OF REPRESENTATIVES FROM THE COMMUNITY; SEVERAL OF WHICH REPRESENT MEDICALLY UNDERSERVED, LOW INCOME AND/OR MINORITY POPULATIONS.GOVERNING COUNCIL (GC). FOLLOWING CHC APPROVAL, THE CHNA AND RECOMMENDED PRIORITIES PASS TO THE HOSPITAL'S GOVERNING COUNCIL FOR APPROVAL. THE ADVOCATE SHERMAN GC IS COMPRISED OF 25 MEMBERS, REPRESENTING A BROAD ARRAY OF COMMUNITY SECTORS AND EXECUTIVE LEVEL HOSPITAL STAFF. COMMUNITY MEMBERS COME FROM THE FIELDS OF EDUCATION, MANUFACTURING, PHILANTHROPY, FAITH COMMUNITIES, MARKETING, FINANCIAL INDUSTRY, PRIMARY CARE AND SUBSPECIALTY CARE. ONE MEMBER OF THE GOVERNING COUNCIL SERVES AS CHAIR OF THE CHC TO ENSURE COORDINATION OF INFORMATION. THE 2017-2019 CHNA REPORT AND ITS PRIORITIZED NEEDS WERE APPROVED BY THE GC ON SEPTEMBER 23, 2019, AND THEN FORWARDED TO THE ADVOCATE HEALTH CARE NETWORK BOARD OF DIRECTORS WHICH APPROVED ADVOCATE SHERMAN'S 2017-2019 CHNA REPORT ON DECEMBER 16, 2019.
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 6A: RELATED? ADVOCATE GOOD SHEPHERD HOSPITAL (BARRINGTON, IL)UNRELATED? AMITA ST. JOSEPH'S HOSPITAL (ELGIN, IL); AMITA MERCY MEDICAL CENTER (AURORA, IL); NORTHWESTERN MEDICINE MCHENRY (MCHENRY, IL); RUSH-COPLEY MEDICAL CENTER (AURORA, IL)
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 6B: OTHER NON-HOSPITAL FACILITIES THAT PARTICIPATED IN THE CHNA INCLUDED FAMILY ALLIANCE, INC., MCHENRY COUNTY COLLEGE, MCHENRY COUNTY DEPARTMENT OF HEALTH, MCHENRY COUNTY MENTAL HEALTH BOARD, MCHENRY COUNTY SUBSTANCE ABUSE COALITION, UNITED WAY OF GREATER MCHENRY COUNTY, KANE COUNTY HEALTH DEPARTMENT AND THE 708 INC BOARD NFP.
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 7D: THE HOSPITAL ISSUED AN ANNOUNCEMENT AND A BRIEF SUMMARY OF THE 2019 CHNA RESULTS TO ADVOCATE SHERMAN TEAM MEMBERS, WHICH ALSO INCLUDED A LINK TO THE FULL REPORT. COMMUNITY HEALTH STAFF HAVE PRESENTED THE CHNA RESULTS TO THE ADVOCATE SHERMAN EXECUTIVE AND SENIOR LEADERSHIP TEAMS A WELL.
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 11: HEALTH NEEDS SELECTEDAS A RESULT OF THE 2017-2019 CHNA PROCESS, ADVOCATE SHERMAN SELECTED TWO PRIORITIES FOR 2020-2022 IMPLEMENTATION PLANNING - OBESITY (DIABETES, HEART DISEASE, NUTRITION AND EXERCISE) AND BEHAVIORAL HEALTH (SUBSTANCE ABUSE AND MENTAL HEALTH).(FOR PRIORITY SELECTION PROCESS DETAILS, SEE PAGE 88 OF THE 2017-2019 CHNA REPORT AT HTTPS://WWW.ADVOCATEHEALTH.COM/HOSPITAL-CHNA-REPORTS-IMPLEMENTATION-PLANS-PROGRESS-REPORTS/SHERMAN-CHNA-REPORT-2019.)OBESITY. ADVOCATE SHERMAN SELECTED OBESITY AS A HEALTH PRIORITY GIVEN THE CONTINUAL RISE IN OBESITY RATES IN BOTH KANE AND MCHENRY COUNTIES, AND EVIDENCE SHOWING A DEMONSTRATED LINK BETWEEN OBESITY AND CHRONIC CONDITIONS (DIABETES, HEART DISEASE, NUTRITION, EXERCISE, AND CANCER). THE GOAL IS TO REDUCE THE PROPORTION OF ADULTS WHO ARE OBESE IN THE PRIMARY SERVICE AREA (PSA). SPECIFICALLY ADDRESSING FOOD INSECURITY, THE ADVOCATE SHERMAN ON-CAMPUS COMMUNITY GARDEN DONATED OVER 330 POUNDS OF FRESH PRODUCE FROM THE ON-CAMPUS COMMUNITY GARDEN TO THE YWCA IN ELGIN AND THE FOOD FOR GREATER ELGIN LOCAL FOOD PANTRIES. ADVOCATE SHERMAN PROVIDES FOOD INSECURITY SCREENING AND REFERRAL TO FOOD RESOURCES FOR ALL PATIENTS ENROLLED IN THE MOBILE INTEGRATED HEALTH PROGRAM (MIH) AND IN THE DIABETES CENTER. HOWEVER, DUE TO COVID-19, THIS PROGRAM WAS PAUSED IN 2020. IN 2020, THE EVIDENCE-BASED DIABETES SELF-MANAGEMENT PROGRAM (DSMP) OFFERED IN SPANISH IN THE COMMUNITY WAS REDESIGNED TO PREPARE FOR IMPLEMENTATION IN A VIRTUAL FORMAT, IN ORDER TO ADHERE TO COVID-19 SAFETY PRACTICES. PROGRAM STAFF COLLABORATED WITH THE GAIL BORDEN LIBRARY TO INCORPORATE THE SIX-WEEK CLASS SERIES INTO THE LIBRARY'S 2021 HEALTH OFFERINGS. BEHAVIORAL HEALTH. ADVOCATE SHERMAN SELECTED BEHAVIORAL HEALTH AS A PRIORITY, WHICH IS COMPRISED OF BOTH SUBSTANCE ABUSE AND MENTAL HEALTH, GIVEN THESE FREQUENTLY CO-OCCUR AND DUE TO THE HIGH RATES OF MENTAL HEALTH NEEDS IN THE PSA. THE GOAL IS TO REDUCE THE PERCENT OF ADOLESCENTS AND ADULTS WHO ARE ABUSING SUBSTANCES. THE WARM HANDOFF PROGRAM WAS IMPLEMENTED IN THE EMERGENCY DEPARTMENT (ED) ON SEPTEMBER 21, 2020. THE PROGRAM IS A PARTNERSHIP WITH GATEWAY FOUNDATION, A COMMUNITY-BASED ADDICTION MEDICINE PROVIDER. A GATEWAY FOUNDATION ENGAGEMENT SPECIALIST MEETS IN THE ED WITH A PATIENT WHO HAS COME IN FOR OPIOID-RELATED HEALTH ISSUES, AND SCREENS AND REFERS HIM OR HER TO TREATMENT. A GATEWAY FOUNDATION RECOVERY COACH ON THE TEAM PROVIDES SUPPORT TO PATIENTS AS THEY TRANSITION INTO TREATMENT. FOR 2020, GATEWAY FOUNDATION COMPLETED 41 PATIENT ENCOUNTERS AND 11 PATIENTS WERE CONNECTED AND BEGAN SUBSTANCE USE TREATMENT. ADVOCATE SHERMAN ALSO SERVES ON THE KANE COUNTY OPIOID TASK FORCE, WHERE IN 2020, DUE TO THE COVID-19 PANDEMIC, COALITION MEMBERS IDENTIFIED THAT BOTH MENTAL HEALTH ISSUES AND SUBSTANCE ABUSE HAS INCREASED. THERAPY AND COUNSELING SERVICES WERE TRANSITIONED TO BE PROVIDED EITHER VIA TELEPHONE OR TELEHEALTH IN 2020 DURING THE COVID-19 PANDEMIC. THE 2020-2022 IMPLEMENTATION PLANS FOR OBESITY AND BEHAVIORAL HEALTH THAT WERE SELECTED THROUGH THE 2017-2019 CHNA PROCESS CAN BE VIEWED AT: HTTPS://WWW.ADVOCATEHEALTH.COM/ASSETS/IMAGES/CHNA/SHERMAN-2020-2022-CMTY-HLTH-IMPLEMENTATION-PLAN-FINAL-LR-4-24-20.PDF.HEALTH NEEDS NOT SELECTED AND WHYHEART DISEASE. THE KANE COUNTY AND MCHENRY COUNTY DEATH RATES DUE TO CORONARY HEART DISEASE ARE BETTER THAN THE ILLINOIS AND U.S. RATES, AND MEET THE HEALTHY PEOPLE 2020 TARGET. ADDITIONALLY, AGE-ADJUSTED ER AND HOSPITALIZATION RATES FOR HEART FAILURE AND HYPERTENSION FOR THE ADVOCATE SHERMAN PSA ARE ALL BETTER THAN RATES IN COMPARATIVE COUNTIES. THE CHC SELECTED TO CONTINUE FOCUSING ON OBESITY AS A HEALTH PRIORITY, WHICH HAS A DIRECT CORRELATION TO HEART DISEASE. DIABETES. THE PSA'S ER UTILIZATION RATE DUE TO ADULT DIABETES IS BETTER THAN THE ILLINOIS RATE. HOWEVER, THE EMERGENCY ROOM RATE DUE TO UNCONTROLLED DIABETES REMAINS HIGH IN THE PSA FOR HISPANICS AND AFRICAN AMERICANS. ADVOCATE SHERMAN CHOSE DIABETES AS A PRIORITY IN THE LAST CHNA CYCLE AND HAS IMPLEMENTED A COMPREHENSIVE DIABETES IN THE LATINO COMMUNITY PROGRAM, SERVING THE TARGET COMMUNITIES OF ELGIN AND CARPENTERSVILLE. THE PROGRAM IS CONTINUING DURING THE 2020-2022 IMPLEMENTATION PLAN CYCLE. RESPIRATORY DISEASES. ADVOCATE SHERMAN ED AND HOSPITALIZATION RATES DUE TO ASTHMA ARE HIGH COMPARED TO OTHER COUNTIES. HOWEVER, ADULT PATIENTS THAT ARE IDENTIFIED WITH ASTHMA AND/OR COPD ARE REFERRED TO THE ADVOCATE SHERMAN MOBILE INTEGRATED HEALTH COMMUNITY PARAMEDICINE PROGRAM, AND THE PROGRAM HAS DEMONSTRATED A DECREASE IN HOSPITAL READMISSIONS. ALSO, ADVOCATE SHERMAN COMMUNITY HEALTH STAFF WORK COLLABORATIVELY WITH THE LOCAL HEALTH DEPARTMENTS, CANCER CARE CENTER AND AMERICAN CANCER SOCIETY TO COORDINATE LUNG CANCER SCREENINGS AND PREVENTION EFFORTS. SEXUALLY TRANSMITTED DISEASES. ALTHOUGH SEXUALLY TRANSMITTED INFECTIONS ARE A CONSIDERABLE HEALTH ISSUE IN BOTH COUNTIES, THE LOCAL HEALTH DEPARTMENTS ARE TAKING THE LEAD ON IDENTIFICATION AND PREVENTION EFFORTS THROUGH THEIR RESPECTIVE COMMUNICABLE DISEASE DEPARTMENTS. ADVOCATE SHERMAN COMMUNITY HEALTH STAFF ASSIST WITH SHARING PREVENTION MESSAGES AND PRACTICES WITH PRIMARY CARE PROVIDERS IN THE PSA. OVERALL, THE NUMBER OF RESIDENTS AFFECTED IS SMALL COMPARED TO THOSE AFFECTED BY OBESITY AND BEHAVIORAL HEALTH; THEREFORE, SEXUALLY TRANSMITTED INFECTIONS WERE NOT SELECTED AS A PRIMARY FOCUS.ADULT VACCINATIONS. THE CHC THOUGHT THAT THERE IS MORE OF AN ISSUE WITH EDUCATION ON THE IMPORTANCE OF VACCINE COMPLIANCE, RATHER THAN AN ACCESS ISSUE. IN ADDITION, ADULT VACCINATIONS ARE AVAILABLE WIDELY IN PHYSICIAN OFFICES, AT LOCAL HEALTH DEPARTMENTS AND IN LOCAL PHARMACIES. FOR MORE INFORMATION ON THE PRIORITIES SELECTED TO ADDRESS, AND THOSE NOT SELECTED TO ADDRESS AND WHY, PLEASE SEE PAGES 89-92 OF THE ADVOCATE SHERMAN 2017-2019 CHNA AT HTTPS://WWW.ADVOCATEHEALTH.COM/ASSETS/DOCUMENTS/CHNA/SHERMAN-HOSPITAL/SHERMAN-2019-CHNA_FINAL_LINKED_11_6_19.PDF
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 13H: OTHER FACTORS USED IN DETERMINING AMOUNTS CHARGED TO PATIENTS INCLUDE: DECEASED PATIENTS WITH NO ESTATE; HOMELESS PATIENTS, OR PATIENTS WHO RECEIVE CARE IN A HOMELESS CLINIC; PATIENTS WITH RELIGIOUS AFFILATION WITH A VOW OF POVERTY, PATIENTS WHO QUALIFY FOR A STATE DEPARTMENT OF HUMAN SERVICES (DHS) ASSISTANCE PROGRAM, BUT HAVE NO MEDICAL COVERAGE (E.G., ILLINOIS AMI/GA, FOOD STAMP, PRESCRIPTION, WOMEN, FREE LUNCH AND BREAKFAST PROGRAM, TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF), INFANTS AND CHILDREN (WIC), MEDICAID ELIGIBLE PATIENTS BUT NOT ON THE DATE OF SERVICE, WHY WAIT AND WISE WOMEN PROGRAMS; COUNTY HEALTH CLINIC PATIENTS; LEGAL ASSSISTANCE FOUNDATION OF ILLINOIS REFERRALS; INDIVIDUALS WITH A VALID ADDRESS AT LOW-INCOME/SUSIDIZED HOUSING; QUALIFIED INDIVIDUALS OF LOW INCOME HOME ENERGY ASSISTANCE PROGRAM, INCARCERATED INDIVIIDUALS; INCOMPETENT INDIVIDUALS WITH COMPROMISED DIAGNOSES (E.G., PSYCHIATRIC); INDIVIDUALS MEETING DEFINED CREDIT REPORTING (OR OTHER EXTERNAL REPORTING) RESULT THRESHOLDS; PATIENTS WITH PRIOR HISTORY OF INABILITY TO MAKE PAYMENTS; PATIENTS WITH COURT FILED OR APPROVED BANKRUPTCY DETERMINATIONS.
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 16J: ADVOCATE SHERMAN COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE:1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST.2. SIGNAGE IS CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL RESGISTRATION AREAS (I.E., PATIENT ACCESS, EMERGENCY DEPARTMENT).3. BROCHURES ARE PLACED IN HOSPITAL RESGISTRATION AREAS (I.E., PATIENT ACCESS, EMERGENCY DEPARTMENT) AND INCLUDE GUIDANCE ON HOW A PATIENTS MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPTIAL'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 ARE GIVEN TO ALL UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE.5. ADVOCATE'S WEBSITE PROMINENTLY NOTES THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLAINATION OF THE APPLICATION PROCESS, A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY, AND THE FINANCIAL ASSISTANCE APPLICATION.
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 19E: ADVOCATE SHERMAN DOES NOT PERFORM ACTIONS SUCH AS THOSE LISTED IN LINES 19A-D UNTIL REASONABLE EFFORTS HAVE BEEN MADE TO DETERMINE A PATIENT'S FAP ELIGIBILITY.
ADVOCATE SHERMAN HOSPITAL	PART V, SECTION B, LINE 20E: ADVOCATE MAKES REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY UNDER ITS FAP, INCLUDING SENDING A SERIES OF LETTERS AND ATTEMPTING TO WORK WITH THE PATIENT THROUGH THE FINANCIAL COUNSELING PROCESS AND/OR PHONE CALLS. ALL CORRESPONDENCE ASKS THE PATIENT TO NOTIFY THE HOSPITAL IF HE/SHE IS EXPERIENCING "DIFFICULTY IN PAYING YOUR BILL". ADVOCATE ALSO USES EARLY OUT AND PRECOLLECTION VENDORS TO ASSIST IN OBTAINING PAYMENTS OR COLLECTING FINANCIAL ASSISTANCE ELIGIBILITY INFORMATION. THESE VENDORS HAVE THE FOLLOWING LANGUAGE IN THEIR CONTRACT: "VENDOR WILL COMMUNICATE THE ADVOCATE HEALTH CARE POLICY AND GUIDELINE TO ANY PATIENT EXPRESSING A DIFFICULTY IN PAYING THEIR BILL AND, "VENDOR WILL MAIL THE ADVOCATE HEALTH CARE FINANCIAL ASSISTANCE APPLICATION TO ANY PATIENTS EXPRESSING A DIFFICULTY IN PAYING THEIR BILL". ADVOCATE'S BAD DEBT AGENCY CONTRACTS HAVE THE FOLLOWING LANGUAGE: "AGENCY SHALL EVALUATE EACH PATIENT WHOSE ACCOUNT IS REFERRED TO AGENCY, WHERE THE PATIENT EXPRESSES DIFFICULTY OR INABILITY TO PAY THEIR BILL, FOR ELIGIBILITY UNDER ADVOCATE'S FINANCIAL ASSISTANCE POLICY." VENDOR AND AGENCY CONTRACTS ARE STANDARD ACROSS ADVOCATE'S SYSTEM.

Schedule H (Form 990) 2020

Page 9

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?16
Name and address		Type of Facility (describe)
1	1 - SHERMAN MOB 1435 N RANDALL RD ELGIN,IL60120	PATIENT CARE - IN PATIENT
2	2 - AMG 1140 N MCLEAN BLVD STE E F ELGIN,IL60120	PATIENT CARE - OUT PATIENT
3	3 - SHERMAN IMMEDIATE CARE 2320 ROYAL BLVD ELGIN,IL60120	PATIENT CARE - OUT PATIENT
4	4 - SHERMAN IMMEDIATE CARE - ALGONQUIN 600 RANDALL RD STE 210 230 ALGONQUIN,IL60102	PATIENT CARE - OUT PATIENT
5	5 - SHERMAN IMMEDIATE CARE - SOUTH ELGIN 2000 MCDONALD RD SOUTH ELGIN,IL60177	PATIENT CARE - OUT PATIENT
6	6 - THE CENTRE OF ELGIN 100 SYMPHONY WAY ELGIN,IL60120	PATIENT CARE - OUT PATIENT
7	7 - SHERMAN IMMEDIATE CARE - BARTLETT 1052-54 NORWOOD LN BARTLETT,IL60103	PATIENT CARE - OUT PATIENT
8	8 - SHERMAN WEST COURT - 826 PROSPECT 826 PROSPECT BLVD ELGIN,IL60120	PATIENT CARE - OUT PATIENT
9	9 - THE CENTRE OF ELGIN - FLETCHER 745 FLETCHER DR ELGIN,IL60120	PATIENT CARE - OUT PATIENT
10	10 - THE CENTRE OF ELGIN - PENNY 201 PENNY AVE STE 100 EAST DUNDEE,IL60118	PATIENT CARE - OUT PATIENT
11	11 - SHERMAN IMMEDIATE CARE - HAMPSHIRE 1000 S STATE ST HAMPSHIRE,IL60140	PATIENT CARE - OUT PATIENT
12	12 - SHERMAN IMMEDIATE CARE - BARTLETT 864 STERNS RD STE 103 BARTLETT,IL60103	PATIENT CARE - OUT PATIENT
13	13 - SHERMAN IMMEDIATE CARE - CRYSTAL LAKE 741 MCHENRY AVE CRYSTAL LAKE,IL60014	PATIENT CARE - OUT PATIENT
14	14 - SHERMAN MOB - CRYSTAL LAKE 4900 S ROUTE 31 CRYSTAL LAKE,IL60014	PATIENT CARE - OUT PATIENT
15	15 - SHERMAN MOB - ELGIN CHICAGO 999-1019 E CHICAGO ST ELGIN,IL60120	PATIENT CARE - OUT PATIENT
16	16 - SHERMAN IMMEDIATE CARE - STREAMWOOD 550 S BLVD STREAMWOOD,IL60107	PATIENT CARE - OUT PATIENT

Schedule H (Form 990) 2020

Page 10

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
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 7G:	ADVOCATE SHERMAN HOSPITAL PROVIDES SUBSIDIZED HEALTH SERVICES TO THE COMMUNITY. THESE SERVICES ARE PROVIDED DESPITE CREATING A FINANCIAL LOSS FOR ADVOCATE SHERMAN HOSPITAL. THESE SERVICES ARE PROVIDED BECAUSE THEY MEET AN IDENTIFIED COMMUNITY NEED. IF ADVOCATE SHERMAN HOSPITAL DID NOT PROVIDE THE CLINICAL SERVICE, IT IS REASONABLE TO CONCLUDE THAT THESE SERVICES WOULD NOT BE AVAILABLE TO THE COMMUNITY.
PART I, LN 7 COL(F):	$993,474 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 I, LINE 7E	ADVOCATE SHERMAN HOSPITAL PROVIDES COMMUNITY HEALTH IMPROVEMENT SERVICES TO THE COMMUNITIES IN WHICH IT SERVES. ADVOCATE SHERMAN HOSPITAL 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.
PART I, LINE 7H	ADVOCATE SHERMAN HOSPITAL 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 2020 FORM 990, SCHEDULE H.
PART II, COMMUNITY BUILDING ACTIVITIES:	ENVIRONMENTAL IMPROVEMENTS ADVOCATE HEALTH CARE IS COMMITTED TO GREENING HEALTH CARE BECAUSE IT IS DEEPLY CONNECTED TO THE PURPOSE OF OUR ORGANIZATION HEALTH AND HEALING. WE UNDERSTAND THAT THE HEALTH OF THE ENVIRONMENT AND THE HEALTH OF THE PATIENTS AND COMMUNITIES WE SERVE IS INEXTRICABLY LINKED AND THAT A HEALTHY PLANET SUPPORTS HEALTHY PEOPLE. REDUCING WASTE, CONSERVING ENERGY AND WATER, MINIMIZING USE OF TOXIC CHEMICALS, AND CONSTRUCTING ECO-FRIENDLY BUILDINGS FOR TODAY AND TOMORROW ALL OF THESE EFFORTS HAVE A DIRECT BENEFIT ON THE HEALTH OF LOCAL COMMUNITIES VIA CLEANER COMMUNITIES, HEALTHIER AIR QUALITY, REDUCED GREENHOUSE GASES, AND PRESERVATION OF NATURAL RESOURCES. AS WE WORK TO REDUCE THE ENVIRONMENTAL AND HEALTH IMPACT OF HEALTH CARE, OUR ENVIRONMENTAL STEWARDSHIP PRACTICES HELP EASE THE BURDEN OF HEALTH CARE COSTS BOTH DIRECTLY (LOWER ENERGY COSTS) AND INDIRECTLY (LOWER ENVIRONMENTALLY-RELATED DISEASE BURDEN). 1. MENTORING AND EDUCATIONAS WE WORK TO SERVE THE HEALTH NEEDS OF TODAY'S PATIENTS AND FAMILIES WITHOUT COMPROMISING THE NEEDS OF FUTURE GENERATIONS, ADVOCATE HAS COMMITTED RESOURCES TO SHARING LESSONS LEARNED AND BEST PRACTICES WITH OTHER HOSPITALS AND HEALTH SYSTEMS, BOTH LOCALLY AND NATIONALLY. ADVOCATE SERVES IN A LEADERSHIP, ADVOCACY AND MENTORING ROLE NATIONALLY THROUGH PARTICIPATION IN SEVERAL HEALTHCARE SUSTAINABILITY LEADERSHIP GROUPS AND ADVISORY BOARDS, ADDRESSING SAFER CHEMICALS IN FURNISHING AND MEDICAL PRODUCTS, CLIMATE CHANGE, PLASTICS RECYCLING, AND ENVIRONMENTALLY-PREFERABLE PURCHASING: - HEALTH CARE CLIMATE COUNCIL - HEALTHCARE ANCHOR NETWORK - HEALTHCARE PLASTICS RECYCLING COALITION HEALTHCARE FACILITY ADVISORY BOARD - PRACTICE GREENHEALTH MARKET TRANSFORMATION GROUP SAFER CHEMICALS - PREMIER ENVIRONMENTAL ADVISORY COUNCIL - SIGNATORY OF THE CHEMICAL FOOTPRINT PROJECTADVOCATE ALSO COMMONLY PROVIDES MENTORING TO HEALTH CARE COMMUNITY ON SUSTAINABILITY BEST PRACTICES THROUGH PRESENTATIONS AND WEBINARS, AS WELL AS TO INDIVIDUAL HEALTH CARE INSTITUTIONS ON A CASE-BY-CASE BASIS.2. ADVOCATE HEALTH CARE SYSTEM 2020 ENVIRONMENTAL INITIATIVES:- PLEDGED TO POWER ITS FACILITIES WITH 100% RENEWABLE ELECTRICITY BY 2030.- AVOIDED 1,392 MTCO2E OF GREENHOUSE GASES (EQUIVALENT TO 3.4 MILLION MILES OF DRIVING) THROUGH ECO-FRIENDLY MANAGEMENT OF ANESTHETIC GASES. - RECYCLED 3,390 TONS OF WASTE FROM HOSPITAL OPERATIONS.- RECYCLED 85 PERCENT, OR 3,090 TONS, OF CONSTRUCTION AND DEMOLITION DEBRIS.- SAVED 36 TONS OF WASTE FROM LANDFILL AND SAVED $1.6 MILLION VIA OUR SURGICAL AND MEDICAL DEVICE REPROCESSING PROGRAMS.- CONTINUED OUR DONATION PROGRAM WITH PROJECT C.U.R.E., A NON-PROFIT ORGANIZATION THAT WILL RESPONSIBLY REDISTRIBUTE DONATED MEDICAL SUPPLIES AND EQUIPMENT TO UNDER-RESOURCED AREAS AROUND THE GLOBE, FOR ALL ADVOCATE HEALTH CARE FACILITIES. ADVOCATE DONATED A TOTAL OF 53 PALLETS OF MISCELLANEOUS MEDICAL SUPPLIES AND 14 PIECES OF MEDICAL EQUIPMENT TO PROJECT CURE IN 2020, ALL OF WHICH MAY HAVE OTHERWISE BEEN LANDFILLED.- PURCHASED 48,600 FEWER REAMS OF PAPER IN 2020 VERSUS 2019 - TRANSLATING INTO A 17% YEAR-OVER-YEAR REDUCTION IN PAPER USAGE.- SPENT 83% OF ADVOCATE'S EXPENSES IN SELECT CLEANING PRODUCT CATEGORIES (WINDOW, FLOOR, CARPET, BATHROOM, AND GENERAL-PURPOSE CLEANERS) ON THIRD-PARTY CERTIFIED "GREEN" CLEANERS.- INCREASED THE PURCHASE OF HEALTHIER HOSPITALS-APPROVED FURNITURE, MADE WITHOUT SELECT CHEMICALS OF CONCERN, INCLUDING PERFLUORINATED COMPOUNDS, PVC (VINYL), FORMALDEHYDE, FLAME RETARDANTS (WHERE CODE PERMISSIBLE) AND ANTIMICROBIALS, TO 96% OF TOTAL PURCHASES.- PURCHASED $886,000 OF MEAT PRODUCTS FROM LIVESTOCK AND POULTRY RAISED WITHOUT THE ROUTINE USE OF ANTIBIOTICS (30% OF TOTAL), SUPPORTING THE JUDICIOUS AND RESPONSIBLE USE OF ANTIBIOTICS IN AGRICULTURE WHICH CAN HELP SLOW THE EMERGENCE OF ANTIBIOTIC-RESISTANT BACTERIA.PLEASE SEE ADVOCATE HEALTH CARE'S PUBLICLY-FACING SUSTAINABILITY & WELLNESS WEBSITE FOR MORE INFORMATION.3. ADVOCATE SHERMAN HOSPITAL ENVIRONMENTAL IMPROVEMENTS IN 2020 - REDUCED ENERGY INTENSITY UTILIZATION BY 1.6 PERCENT, AVOIDING THE RELEASE OF 291 MTCO2E OF GREENHOUSE GAS EMISSIONS. - AVOIDED 71 MTCO2E OF GREENHOUSE GASES (EQUIVALENT TO 172,781 MILES OF DRIVING) THROUGH ECO-FRIENDLY MANAGEMENT OF ANESTHETIC GASES.- DIVERTED OVER 582,000 POUNDS OF OPERATING WASTE FROM THE LANDFILL THROUGH ITS VARIOUS RECYCLING PROGRAMS. - RECYCLED 84%, OR 31 TONS, OF CONSTRUCTION AND DEMOLITION DEBRIS.- AVOIDED 6,200 POUNDS OF MEDICAL AND SOLID WASTE THROUGH ITS DEVICE REPROCESSING PROGRAMS. - PURCHASED 4,768 FEWER REAMS OF PAPER IN 2020 VERSUS 2019, TRANSLATING INTO AN 15% YEAR OVER YEAR REDUCTION IN PAPER USAGE.- 84% OF CLEANING PRODUCTS PURCHASED FOR FIVE KEY CATEGORIES (WINDOW, FLOOR, CARPET, BATHROOM, AND GENERAL PURPOSE CLEANERS) WERE THIRD-PARTY GREEN CERTIFIED. - 96% OF FURNITURE PURCHASES WERE FREE OF FIVE KEY CHEMICALS OF CONCERN.- PURCHASED 30% OF TOTAL MEAT PRODUCTS FROM LIVESTOCK AND POULTRY RAISED WITHOUT THE ROUTINE USE OF ANTIBIOTICS, SUPPORTING THE JUDICIOUS AND RESPONSIBLE USE OF ANTIBIOTICS IN AGRICULTURE WHICH CAN HELP SLOW THE EMERGENCE OF ANTIBIOTIC-RESISTANT BACTERIA.- DONATED 2 PALLETS OF VARIOUS MEDICAL SUPPLIES TO PROJECT CURE FOR USE IN RESOURCE-LIMITED AREAS AROUND THE WORLD. - HOSTED THE SHERMAN NATURAL PRAIRIE AND COMMUNITY GARDEN, OFFERING LAND AND RESOURCES FOR HOSPITAL EMPLOYEES AND COMMUNITY MEMBERS TO GROW AND HARVEST FRESH, SUSTAINABLE PRODUCE, WITH AN OPPORTUNITY TO DONATE EXCESS PRODUCE TO FOOD FOR GREATER ELGIN.- SHERMAN HOSPITAL HAS A GEOTHERMAL LAKE THAT HELPS HEAT AND COOL THE HOSPITAL, REDUCING ENERGY AND WATER NEEDS AS WELL AS RELATED GREENHOUSE GAS EMISSIONS
PART III, LINE 4:	FOR 2020, FOR ADVOCATE SHERMAN HOSPITAL, THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERED 41.51% OF NET PATIENT ACCOUNTS RECEIVABLE. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT NET REALIZABLE VALUE. ADVOCATE SHERMAN HOSPITAL 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. 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 30% 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:	THE SHORTFALL OF $27,487,608 ON PART III, LINE 7 IS THE UNREIMBURSED COST OF PROVIDING SERVICES FOR MEDICARE PATIENTS AND SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE PROVIDING THESE SERVICES WITHOUT REIMBURSEMENT LESSENS THE BURDENS OF GOVERNMENT OR OTHER CHARITIES THAT WOULD OTHERWISE BE NEEDED TO SERVE THE COMMUNITY.FOR ADVOCATE SHERMAN'S 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:	ADVOCATE SHERMAN HOSPITAL 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.
PART VI, LINE 3:	ADVOCATE SHERMAN HOSPITAL ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FOR WHICH THEY ARE ELIGIBLE AND IN SECURING REIMBURSEMENT FROM AVAILABLE THIRD-PARTY RESOURCES. FINANCIAL COUNSELING IS PROVIDED TO HELP PATIENTS IDENTIFY AND OBTAIN PAYMENT FROM THIRD PARTIES, INCLUDING ILLINOIS MEDICAID, ILLINOIS CRIME VICTIMS FUND, ETC., AS WELL AS TO DETERMINE ELIGIBILITY UNDER ADVOCATE SHERMAN HOSPITAL'S 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 7 A.M. TO 7 P.M., MONDAY THROUGH FRIDAY AND SATURDAYS 9 A.M. TO 2 P.M. ADVOCATE SHERMAN HOSPITAL ASSISTS PATIENTS WITH APPLYING FOR ADVOCATE'S OWN FINANCIAL ASSISTANCE SERVICES, IF PATIENTS ARE NOT ELIGIBLE FOR GOVERNMENT-SUPPORTED PROGRAMS. ADVOCATE SHERMAN HOSPITAL 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.
PART VI, LINE 4:	DESCRIPTION OF THE COMMUNITY/POPULATION. FOR THE 2017-2019 CHNA, ADVOCATE SHERMAN DEFINED THE COMMUNITY AS ITS PSA, WHICH INCLUDES COMMUNITIES IN MCHENRY AND KANE COUNTIES. THE PSA INCLUDES THE FOLLOWING ILLINOIS COMMUNITIES: ELGIN, LAKE IN THE HILLS, CARPENTERSVILLE, DUNDEE, GILBERTS, SOUTH ELGIN, ALGONQUIN AND HUNTLEY. DEMOGRAPHICS POPULATION. THE TOTAL POPULATION OF THE ADVOCATE SHERMAN PSA IS 301,055, WHICH IS A 4.75 PERCENT INCREASE FROM 2010-2019. THE THREE LARGEST COMMUNITIES WITHIN THE PSA ARE ELGIN (60120) WITH A POPULATION OF 52,712, ELGIN (60123) WITH A POPULATION OF 47,906 AND CARPENTERSVILLE (60110) WITH A POPULATION OF 39,634.AGE. THE MEDIAN AGE OF THE ADVOCATE SHERMAN PSA IS 38.84 YEARS OLD. IN THE PSA, 25.61 PERCENT OF THE POPULATION IS AGES 17 YEARS AND YOUNGER AND 13.68 PERCENT IS AGES 65 AND OVER. THE LARGEST POPULATION IN THE PSA ARE THOSE AGES 25-64 YEARS AT 40.35 PERCENT. GENDER. THE ADVOCATE SHERMAN PSA IS COMPRISED OF 50.46 PERCENT MALES AND 49.54 PERCENT FEMALES. RACE/ETHNICITY. THE HOSPITAL'S PSA IS 73 PERCENT WHITE, 7.51 PERCENT ASIAN, 4.79 PERCENT BLACK/AFRICAN AMERICAN, 3.16 PERCENT TWO OR MORE RACES, 0.77 PERCENT AMERICAN INDIAN/ALASKAN NATIVE, 0.04 PERCENT NATIVE HAWAIIAN/PACIFIC ISLANDER, AND 10.26 PERCENT SOME OTHER RACE. TWENTY-NINE PERCENT PSA IS HISPANIC/LATINO WITH THE LARGEST HISPANIC POPULATION IN THE ZIP CODES OF ELGIN (60120) AT 54.65 PERCENT AND CARPENTERSVILLE (60110) AT 50.75 PERCENT. INCOME. THE MEDIAN HOUSEHOLD INCOME FOR THE PSA POPULATION IS $83.604. ASIAN HOUSEHOLDS HAVE THE HIGHEST MEDIAN HOUSEHOLD INCOME AT $115,310 WHILE AFRICAN AMERICAN HOUSEHOLDS HAVE THE LOWEST AT $48,584.POVERTY. IN THE ADVOCATE SHERMAN PSA, 9.4 PERCENT OF THE POPULATION IS LIVING BELOW THE FEDERAL POVERTY LEVEL (FPL), WHICH IS LESS THAN THE STATE OF ILLINOIS RATE OF 13.5 PERCENT AND THE U.S. RATE OF 14.6 PERCENT. THERE IS A TOTAL OF 5,608 FAMILIES (7.3 PERCENT OF TOTAL FAMILIES) LIVING BELOW THE FEDERAL POVERTY LEVEL. THE COMMUNITIES WITH THE LARGEST PERCENTAGE OF FAMILIES LIVING BELOW THE FEDERAL POVERTY LEVEL ARE THOSE IN CARPENTERSVILLE (60110) AT 14.55 PERCENT, ELGIN (60120) AT 12.01 PERCENT AND ELGIN (60123) AT 10.97 PERCENT. ADULTS WITH HEALTH INSURANCE. A TOTAL OF 88.7 PERCENT OF KANE COUNTY ADULTS, AGES 19-64 YEARS, AND 93.5 PERCENT OF MCHENRY COUNTY ADULTS HAVE SOME TYPE OF HEALTH INSURANCE. THE PERCENTAGE OF ADULTS WITH HEALTH INSURANCE IN MCHENRY COUNTY IS HIGHER THAN THE ILLINOIS RATE OF 90.2 PERCENT, BUT THE PERCENT IN KANE COUNTY IS LOWER THAN THE ILLINOIS RATE. CHILDREN WITH HEALTH INSURANCE. THE PERCENTAGE OF CHILDREN WITH HEALTH INSURANCE COVERAGE IN BOTH KANE COUNTY (97.9 PERCENT) AND MCHENRY COUNTY (97.0 PERCENT) IS EQUAL TO OR GREATER THAN THE ILLINOIS RATE OF 97.1 PERCENT. FOR THE CENSUS PLACE (CITY) OF ELGIN, 97.1 PERCENT OF CHILDREN UNDER AGE 19 YEARS HAVE SOME TYPE OF HEALTH INSURANCE COVERAGE. PERSONS WITH PUBLIC HEALTH INSURANCE ONLY. BOTH KANE AND MCHENRY COUNTIES INDICATE LOWER RATES OF PUBLIC HEALTH INSURANCE ONLY, AT 19.8 PERCENT AND 15.9 PERCENT, RESPECTIVELY, AS COMPARED TO THE ILLINOIS RATE OF 23.3 PERCENT. HOSPITALS AND FEDERALLY QUALIFIED HEALTH CENTERS. THERE ARE THREE HOSPITALS IN THE ADVOCATE SHERMAN PSA INCLUDING ADVOCATE SHERMAN AND AMITA SAINT JOSEPH'S HOSPITAL IN ELGIN, AND NORTHWESTERN MEDICINE-HUNTLEY HOSPITAL IN HUNTLEY. THE FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) IN THE PSA INCLUDE GREATER ELGIN FAMILY CARE CENTER (GEFCC), VNA HEALTH CARE (VNA) AND AUNT MARTHA'S CLINIC (AM). IN KANE COUNTY, THERE ARE THREE MUASONE FOR THE INNER-CITY AURORA SERVICE AREA, ONE FOR THE KANE COUNTY SERVICE AREA AND ONE FOR THE CENTRAL CARPENTERSVILLE AREA. IN MCHENRY COUNTY, THERE IS ONE MUP FOR THE POVERTY POPULATION OF WOODSTOCK.
PART VI, LINE 5:	THE GOVERNING COUNCIL (BOARD OF DIRECTORS) AT ADVOCATE SHERMAN IS COMPRISED OF LOCAL COMMUNITY LEADERS AND PHYSICIANS. SEVENTY-ONE PERCENT OF THE CURRENT GC MEMBERS REPRESENT THE COMMUNITY, INCLUDING THE FAITH COMMUNITY. IN ADDITION, THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS AND SPECIALISTS. ADVOCATE SHERMAN HAS SEVERAL OTHER PROGRAMS THAT CONTRIBUTE TO THE HEALTH OF THE COMMUNITY AS DESCRIBED BELOW. ALIGNMENT COLLABORATIVE FOR EDUCATION (ACE). ACE IS A COLLECTIVE IMPACT ORGANIZATION WHOSE MISSION IS TO ALIGN COMMUNITY RESOURCES IN SUPPORT OF PUBLIC-SCHOOL STRATEGIES TO RAISE STUDENT ACHIEVEMENT, IMPROVE THE HEALTH AND HAPPINESS OF CHILDREN, CREATE RESPONSIBLE, PRODUCTIVE AND CONTRIBUTING MEMBERS OF SOCIETY AND ADVANCE THE ECONOMIC AND SOCIAL WELL-BEING OF COMMUNITIES SERVED BY DISTRICT U-46. ALIGNMENT TEAMS (A-TEAMS) WERE CREATED TO FIND SOLUTIONS TO NEEDS IDENTIFIED BY THE PUBLIC SCHOOLS. THE DIRECTOR OF COMMUNITY HEALTH IS A MEMBER OF THE TRAUMA INFORMED CARE A-TEAM. COVID-19 PREVENTION AND MITIGATION. IN RESPONSE TO THE COVID-19 PANDEMIC, ADVOCATE SHERMAN PROVIDED FREE COVID-19 TESTING TO ELGIN AREA COMMUNITY MEMBERS WITH A PRIMARY FOCUS ON ENSURING ACCESS FOR HISPANIC AND AFRICAN AMERICAN COMMUNITIES. THE EVENT WAS HELD AT SECOND BAPTIST CHURCH IN ELGIN WITH A TOTAL OF 227 PEOPLE TESTED OVER FOUR DAYS IN JULY 2020. ADDITIONALLY, ATTENDEES WERE PROVIDED FREE MASKS AND COVID-19 EDUCATIONAL RESOURCES.FLU VACCINATIONS. ADVOCATE SHERMAN ALSO PROVIDED SEASONAL FLU VACCINATIONS TO ELGIN AND CARPENTERSVILLE AREA COMMUNITY RESIDENTS. THE PRIMARY FOCUS WAS TO ENSURE ACCESS FOR HISPANIC AND AFRICAN AMERICAN RESIDENTS. IN 2020, A TOTAL OF 111 PEOPLE WERE VACCINATED IN ELGIN AND A TOTAL OF 39 PEOPLE WERE VACCINATED IN CARPENTERSVILLE.
PART VI, LINE 6:	ADVOCATE HEALTH CARE (ILLINOIS) AND AURORA HEALTH CARE (WISCONSIN) MERGED IN 2018 TO BECOME ADVOCATE AURORA HEALTH. ADVOCATE AURORA HEALTH'S ILLINOIS HOSPITALS (ADVOCATE) ARE NOT-FOR-PROFIT AND ARE RELATED TO BOTH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND THE UNITED CHURCH OF CHRIST. THE ADVOCATE HEALTH CARE NETWORK BOARD MEMBERS, LEADERSHIP AND TEAM MEMBERS (STAFF/EMPLOYEES) ARE COMMITTED TO POSITIVELY AFFECTING THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY THE ORGANIZATION THROUGH PROGRAMS AND PRACTICES THAT SUPPORT THE ADVOCATE AURORA VISION OF "WE HELP PEOPLE LIVE WELL." PRIOR TO 2016, THE COMMUNITY FACING FUNCTION WAS LED BY A TEAM OF ADVOCATE SYSTEM-LEVEL INDIVIDUALS WHOSE JOB RESPONSIBILITIES INCLUDED VARIOUS COMMUNITY ROLES MORE CLOSELY ALIGNED WITH COMMUNITY RELATIONS. IN AN ONGOING EFFORT TO SUPPORT ITS HOSPITALS IN ADDRESSING COMMUNITY HEALTH PRIORITIES, ADVOCATE AURORA'S SYSTEM LEADERSHIP DIRECTED THE FORMATION OF A COMMUNITY HEALTH DEPARTMENT IN 2016. THE DEPARTMENT IS LED BY A SYSTEM EXECUTIVE AND STAFFED WITH PUBLIC/COMMUNITY HEALTH SPECIALISTS WHO ARE RESPONSIBLE FOR COMMUNITY BENEFITS REPORTING, EXECUTING COMMUNITY NEEDS ASSESSMENTS, EVIDENCE-BASED PROGRAM DEVELOPMENT AND IMPLEMENTATION, AND COLLABORATIVE PARTNERSHIPS WITHIN THE COMMUNITIES SERVED BY ADVOCATE. THE COMMUNITY HEALTH TEAM HAS SINCE LED TWO CHNA CYCLES. THE MOST RECENT CHNA REPORTS WERE APPROVED BY THE ADVOCATE HEALTH CARE NETWORK BOARD AND POSTED IN DECEMBER 2019, FOLLOWED BY APPROVAL AND POSTING OF THE HOSPITALS' COMMUNITY HEALTH IMPLEMENTATION PLANS IN 2020. IN OCTOBER 2019, THE ADVOCATE AURORA BOARD APPROVED A COMMUNITY STRATEGY THAT WOULD SUPPORT ORGANIZATIONAL VALUES AND CONTINUE TO SUPPORT SYSTEM-WIDE PROGRAMS THAT ADDRESS THE HEALTH NEEDS OF PATIENTS, FAMILIES AND THE COMMUNITIES SERVED BY ADVOCATE AURORA. THROUGH THIS STRATEGY, WE WILL BUILD HEALTH EQUITY, ENSURE ACCESS AND IMPROVE HEALTH OUTCOMES IN OUR COMMUNITIES THROUGH EVIDENCE-INFORMED SERVICES AND INNOVATIVE PARTNERSHIPS BY ADDRESSING MEDICAL NEEDS AND SOCIAL DETERMINANTS. BASED ON NEED AND EFFECT ON HEALTH EQUITY, AS IDENTIFIED IN ADVOCATE AURORA'S 27 HOSPITAL CHNA REPORTS AND IN INDUSTRY LITERATURE, ADVOCATE AURORA PRIORITIZED THE FOLLOWING SIX FOCUS AREAS ON WHICH THE INDIVIDUAL HOSPITAL COMMUNITY HEALTH IMPLEMENTATION PLANS ARE BUILT AND SUPPORT, INCLUDING: 1) ACCESS/PRIMARY MEDICAL HOMES; 2) ACCESS/ BEHAVIORAL HEALTH SERVICES; 3) COMMUNITY SAFETY; 4) WORKFORCE DEVELOPMENT; 5) AFFORDABLE HOUSING; AND 6) FOOD SECURITY. GIVEN THAT ADVOCATE AND AURORA HAVE SEPARATE FEIN'S, THE NARRATIVE WITHIN THIS DOCUMENT PRIMARILY DESCRIBES PROGRAMS AND ACTIVITIES PERTAINING TO ADVOCATE (AAH ILLINOIS). ADVOCATE'S BOARD, SYSTEM LEADERSHIP AND TEAM MEMBERS ARE FULLY ENGAGED IN PROGRAMS AND ACTIVITIES THAT SUPPORT SYSTEM AND SITE EFFORTS IN ACHIEVING MILESTONES IN EACH OF THESE COMMUNITY STRATEGY FOCUS AREAS. EXAMPLES OF AFFILIATED SYSTEM PROGRAMS/SERVICES THAT ALIGN WITH THE ORGANIZATION'S COMMUNITY STRATEGY AND SUPPORT EFFORTS TO ADDRESS THESE KEY FOCUS AREAS ARE PROVIDED IN THE FOLLOWING NARRATIVE. 1. ACCESS/PRIMARY MEDICAL HOMES. THE FIRST OF SIX KEY AREAS TARGETED BY ADVOCATE'S COMMUNITY STRATEGY IS IMPROVING ACCESS/CONNECTING PATIENTS TO PRIMARY MEDICAL HOMES. ADVOCATE IS COMMITTED TO UNDERTAKING AND SUPPORTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE, INCLUDING FINANCIAL ASSISTANCE, CARE COORDINATION, LANGUAGE ASSISTANCE, CULTURALLY SENSITIVE PROVISION OF CARE, AND PREVENTION EDUCATION AND WELLNESS SERVICES ACROSS THE LIFESPAN AND WITHIN THE DIVERSE COMMUNITIES ADVOCATE SERVES. FINANCIAL ASSISTANCE. ADVOCATE OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED, AND PROVIDING DISCOUNTS TO UNINSURED AND INSURED PATIENTS. PATIENTS EARNING UP TO SIX TIMES THE FPL, AND INSURED PATIENTS EARNING UP TO TWO AND HALF TIMES THE FPL, MAY QUALIFY FOR A FULL OR PARTIAL FINANCIAL ASSISTANCE DISCOUNT. ADDITIONALLY, A CATASTROPHIC ASSISTANCE DISCOUNT IS AVAILABLE FOR UNINSURED AND INSURED PATIENTS WHOSE INCOMES EXCEED THE TRADITIONAL FINANCIAL ASSISTANCE INCOME GUIDELINES AND HAVE OUTSTANDING PATIENT BALANCES OF $25,000 OR MORE FOR A SINGLE DATE OF SERVICE OR SUM OF SEVERAL DATES OF SERVICE. THESE PATIENTS MAY QUALIFY TO RECEIVE A FINANCIAL ASSISTANCE DISCOUNT THAT REDUCES THEIR OUTSTANDING BALANCE TO 25% OF THEIR NET INCOME. FOR UNINSURED PATIENTS, ADVOCATE WILL PRESUMPTIVELY PROVIDE FINANCIAL ASSISTANCE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY. IN THESE CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA ARE NOT AVAILABLE FOR UNINSURED PATIENTS, FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. ADVOCATE EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL. ADVOCATE CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP.FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS). ALL ADVOCATE'S HOSPITALS HAVE RELATIONSHIPS WITH FQHC'S OR OTHER COMMUNITY CLINICS WITHIN THEIR SERVICE AREAS FOR PROVIDING CARE FOR MEDICAID AND UNINSURED PATIENTS. ADVOCATE SHERMAN WORKS CLOSELY WITH GREATER ELGIN FAMILY HEALTH (FQHC), VNA HEALTH CARE AND AUNT MARTHA'S (FQHC) TO COORDINATE CARE FOR LOW-INCOME PATIENTS IN THE ELGIN AREA. THE HOSPITAL PROVIDES COLONOSCOPIES AND MAMMOGRAMS TO GREATER ELGIN FAMILY HEALTH PATIENTS, COORDINATED THROUGH GRANT-FUNDED PROGRAMS. ADVOCATE CONDELL WORKS COLLABORATIVELY WITH THE LAKE COUNTY HEALTH DEPARTMENT AND COMMUNITY HEALTH CENTER (FQHC) AND ERIE HEALTHREACH WAUKEGAN (FQHC), BY PROVIDING MAMMOGRAMS AND SOME SPECIALTY CARE TO UNINSURED AND LOW-INCOME PATIENTS AS THEY ARE REFERRED TO THE MEDICAL CENTER. ADVOCATE ILLINOIS MASONIC AND ADVOCATE LUTHERAN GENERAL ALSO PARTNER WITH HEARTLAND HEALTH CENTERS AND COMMUNITY HEALTH, ONE OF THE LARGEST FREE CLINICS IN THE NATION, TO PROVIDE SPECIALTY CARE TO UNINSURED PATIENTS AND REFERRALS TO FQHCS AND FREE CLINICS FOR PRIMARY CARE SERVICES. IN ADDITION, ADVOCATE ILLINOIS MASONIC PROVIDES OPERATIONS SPACE TO HEARTLAND HEALTH CENTERS ON ITS CAMPUS TO PROVIDE PRIMARY CARE FOR INDIVIDUALS AND FAMILIES THAT ARE UNINSURED. IN PARTNERSHIP WITH THE ACCESS TO CARE ORGANIZATION, ADVOCATE CHRIST PROVIDES MAMMOGRAMS TO AREA UNINSURED AND LOW-INCOME INDIVIDUALS THAT ARE REFERRED BY THE CLINIC TO THE HOSPITAL WHEN THIS SERVICE IS REQUIRED. ADVOCATE TRINITY WORKS WITH CHICAGO FAMILY HEALTH CENTER AND CHRISTIAN COMMUNITY HEALTH CENTER TO COORDINATE CARE FOR LOW INCOME PATIENTS. TO MAINTAIN QUALITY CARE EXCELLENCE AND IMPROVE QUALITY OF LIFE FOR PEOPLE SEEKING CARE FROM ADVOCATE, WORKING TO FIND MEDICAL HOMES AND TO REDUCE EMERGENCY ROOM VISITS AND HOSPITAL ADMISSIONS IS ESSENTIAL. ADVOCATE HAS NUMEROUS PROGRAMS FOCUSED ON MANAGING THE PATIENT EXPERIENCE THROUGH THE CONTINUUM OF CAREIN INPATIENT AND OUTPATIENT SETTINGS, AND IN THE HOME. MEDICAID AND MEDICARE. ADVOCATE ACTIVELY WORKS TO IMPROVE THE PROVISION OF SERVICES TO INDIVIDUALS AND FAMILIES WHO ARE COVERED BY MEDICARE AND MEDICAID AND THAT SEEK SERVICES AT ANY OF ADVOCATE'S 400 SITES OF CARE. ADVOCATE COLLABORATES WITH VARIOUS COMMUNITY-BASED ORGANIZATIONS (CBOS) AND FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) IN INNOVATIVE WAYS TO ESTABLISH PRIMARY CARE RELATIONSHIPS FOR MEDICAID AND UNINSURED PATIENTS. ADVOCATE CARE ORGANIZATION (ACO). ADVOCATE COLLABORATES WITH MERIDIAN FAMILY HEALTH PLAN (FHP) OF ILLINOIS AS PART OF AN INTEGRATED CARE MODEL FOR PEOPLE ON MEDICAID. ADVOCATE HAS A STRONG HISTORY OF PROVIDING HIGH QUALITY CARE TO THE MEDICAID POPULATION WITHIN ITS NETWORK WITH KEY FOCUS AREAS, INCLUDING IMPROVED CARE COORDINATION, ACCESS AND QUALITY PERFORMANCE. THE RESULT HAS BEEN A REDUCTION IN ED UTILIZATION DUE TO SUCCESSFULLY CONNECTING INDIVIDUALS IN THE PLAN TO A MEDICAL HOME.
PART VI, LINE 7, REPORTS FILED WITH STATES	IL
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	PRIMARY CARE CONNECTION-COMMUNITY HEALTH WORKERS (CHWS) IS A QUALITY IMPROVEMENT PROJECT TO ENGAGE AND EDUCATE MEDICAID BENEFICIARIES SEEN IN THE ED ON APPROPRIATE LEVEL OF CARE OPTIONS AVAILABLE TO THEM USING COMMUNITY HEALTH WORKERS. THE MAIN OBJECTIVES OF THE PRIMARY CARE CONNECTIONS INTERVENTION ARE TO: EDUCATE AND SCHEDULE LOW ACUITY PATIENTS WHO VISIT THE ED REGARDING ALTERNATIVE CARE OPTIONS AVAILABLE TO THEM; HELP THEM ESTABLISH A PRIMARY CARE MEDICAL HOME; IMPROVE CARE COORDINATION TO PREVENT INAPPROPRIATE ED UTILIZATION; AND HELP THEM NAVIGATE SPECIFIC SOCIAL DETERMINANTS OF HEALTH TO IMPROVE HEALTH OUTCOMES. THE PROGRAM EXISTS IN FOUR AAH ILLINOIS HOSPITALS INCLUDING ADVOCATE CHRIST, ADVOCATE TRINITY, ADVOCATE CONDELL AND ADVOCATE SHERMAN. THE PCC PROGRAM HAS REACHED OVER 28,235 PATIENTS SINCE ITS INCEPTION IN 2017. FROM JANUARY THROUGH DECEMBER 2020, THE PROGRAM SERVED 3,000 PATIENTS WITH A 90-DAY READMISSION RATE AMONG ALL PATIENTS OF LESS THAN THREE PERCENT. ADVOCATE CONTINUES TO PURSUE QUALITY AND UTILIZATION IMPROVEMENT ACTIVITIES LIKE THE PRIMARY CARE CONNECTIONS INTERVENTION TO ACTIVELY MANAGE AND ENGAGE THE ADVOCATE/MERIDIAN FHP MEMBERS IN ORDER TO ACHIEVE THE QUADRUPLE AIM OF IMPROVED PHYSICIAN AND PATIENT EXPERIENCE, BETTER PATIENT OUTCOMES, AND REDUCTIONS IN THE TOTAL COSTS OF CARE.ADVOCATE ALSO PROVIDES LANGUAGE AND OTHER CULTURALLY APPROPRIATE SERVICES TO IMPROVE ACCESS TO A BROAD RANGE OF HEALTH-RELATED SERVICES. LANGUAGE SERVICES. IN 2020, DESPITE THE CHALLENGES OF THE PANDEMIC, THE LANGUAGE SERVICES DEPARTMENT PROACTIVELY DEPLOYED STRATEGIES TO HELP PROVIDE UNINTERRUPTED ACCESS TO LANGUAGE SERVICES FOR PATIENTS AND THEIR FAMILIES. LANGUAGE SERVICES EXPANDED ITS VIDEO INTERPRETATION CAPABILITIES BY DEPLOYING MORE THAN 500 NEW IPADS, BRINGING THE TOTAL AT ALL IL SITES TO 1,400. ALL EMPLOYED INTERPRETERS WERE SETUP TO WORK REMOTELY AND/OR ONSITE TO PROVIDE VIDEO AND TELEPHONIC INTERPRETING SERVICES. PHONES, IPADS AND COMPUTERS HELPED CONNECT PATIENTS IN MORE THAN 250,000 INTERACTIONS ACROSS THE SYSTEM. AS THE USE OF TELEHEALTH INCREASED, INTERPRETERS WERE SEAMLESSLY INTEGRATED INTO THE TELEHEALTH PLATFORMS TO CONTINUE COMMUNICATING WITH PATIENTS IN THEIR PREFERRED LANGUAGE, RESULTING IN NEARLY 2,000 TELEHEALTH VISITS WITH AN INTERPRETER. THROUGHOUT 2020, COVID-19 INFORMATION WAS PROVIDED IN LANGUAGES OTHER THAN ENGLISH TO HELP MITIGATE THE SPREAD IN AT-RISK COMMUNITIES. IN TOTAL, 32% OF ALL TRANSLATED DOCUMENTS INCLUDED COVID-19 RELATED CONTENT. ONSITE INTERPRETERS, EQUIPMENT AND SOFTWARE WERE PROVIDED FOR COVID-19 TESTING TRAILERS, SCREENING TENTS, MOBILE UNITS AND ENTRANCE SCREENING TABLES THROUGHOUT THE SYSTEM. ADVOCATE'S LONG-TERM SUPPORT OF PROGRAMS AND SERVICES THAT PROMOTE HEALTH EQUITY HAVE RESULTED IN VARIOUS PROGRAMS/INITIATIVES THAT WORK TO IMPROVE THE HEALTH OF DIVERSE UNDERSERVED POPULATIONS IN THE COMMUNITIES IT SERVES. EXAMPLES OF THESE EFFORTS FOLLOW. LGBTQ (LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER) HEALTH EQUITY INDEX. ADVOCATE ILLINOIS MASONIC WAS THE FIRST ADVOCATE AURORA HOSPITAL TO ACHIEVE, SINCE ITS INCEPTION, "LEADER" STATUS DENOMINATION WITH THE HUMAN RIGHTS CAMPAIGN FOUNDATION'S HEALTH EQUALITY INDEX. THE MEDICAL CENTER IS ONE OF 765 HEALTHCARE ORGANIZATIONS, ALONG WITH ALL HOSPITALS WITHIN THE ADVOCATE AURORA HEALTH NETWORK, WHICH IS NOW THE THIRD LARGEST SYSTEM IN THE U.S. WITH ALL ITS HOSPITALS HEI LEADERS AWARDED IN 2020. LEADERS ARE RECOGNIZED FOR POLICIES AND SERVICES SUPPORTIVE OF LGBTQ RIGHTS, INCLUDING PATIENT VISITATION AND EMPLOYMENT NON-DISCRIMINATION, STAFF TRAINING IN LGBTQ PATIENT-CENTERED AND EMPLOYMENT NON-DISCRIMINATION, STAFF TRAINING IN LGBTQ PATIENT-CENTERED CARE, LGBTQ PATIENT SERVICES AND SUPPORT, TRANSGENDER PATIENT SERVICES, EMPLOYEE BENEFITS, AND PATIENT AND COMMUNITY ENGAGEMENT. IN 2016, ADVOCATE ILLINOIS MASONIC ALSO CREATED AN INTERNAL LGBTQ WORK GROUP. THE MEDICAL CENTER HAS DEVELOPED PROCESSES FOR GENDER CONFORMING IDENTIFICATION AND CAPABILITIES TO CAPTURE GENDER IDENTITY AND SEXUAL ORIENTATION SOGI DATA. ONE WAY OF DOING THIS, FOR EXAMPLE, IS TO PLACE A SIGN ON SPECIFIC ROOMS AS AN ALERT TO NURSING AND PHYSICIAN TEAM MEMBERS THAT THE ROOM'S OCCUPANT IS A GENDER DIVERSE OR GENDER EXPANSIVE (TGNC) PATIENT AND TO BE SENSITIVE OF THE PATIENT'S GENDER IDENTITY/PRONOUNS/NAME IN USE. ADVOCATE ILLINOIS MASONIC'S EXPERIENCE WAS THE MODEL FOR OTHER MEDICAL CENTERS WITHIN THE ADVOCATE AURORA HEALTH NETWORK TO PARTICIPATE IN THE HEALTH EQUALITY INDEX IN 2020, IMPACTING MILLIONS OF TEAM MEMBERS AND PATIENTS ACROSS ILLINOIS AND WISCONSIN. DESPITE THE CIRCUMSTANCES AND CHALLENGES THAT THE COVID-19 PANDEMIC BROUGHT TO THE WHOLE HEALTH CARE SYSTEM, ADVOCATE HOSPITALS CONTINUED THEIR COMMITMENT TO INCLUSIVE AND AFFIRMING CARE FOR LGBTQ PATIENTS.CULTURAL HEALTH INITIATIVES. TO BE RESPONSIVE TO THE UNIQUE CULTURAL, SPIRITUAL AND HEALTH NEEDS OF THE DIVERSE COMMUNITIES WITHIN ITS SERVICE AREA, ADVOCATE LUTHERAN GENERAL CREATED A NEW ROLE IN 2020 TO ADDRESS MULTIPLE CULTURAL HEALTH INITIATIVES. PREVIOUSLY THE HOSPITAL HAD A DESIGNATED PATIENT NAVIGATOR (POLISH) WHOSE MAIN RESPONSIBILITIES WAS THE POLISH COMMUNITY. AS OF LATE 2020, THE HOSPITAL ACQUIRED A CULTURAL AND COMMUNITY LIAISON TO SUPPORT THE HOSPITAL'S DIVERSE COMMUNITIES. THIS INDIVIDUAL IS RESPONSIBLE FOR INTEGRATING CULTURALLY APPROPRIATE SERVICES IN THE LATINX, POLISH, RUSSIAN, SOUTH ASIAN AND SENIOR POPULATIONS. IN ALIGNMENT WITH ADVOCATE AURORA HEALTH, THE PROGRAM SEEKS TO EMBED DIVERSITY AND INCLUSION IN ALL FORMS OF PATIENT CARE. ADDITIONALLY, THE CULTURAL AND COMMUNITY LIAISON PROGRAM SUPPORTS COMMUNITY EFFORTS AND WORKS IN COLLABORATION WITH ADVOCATE LUTHERAN GENERAL'S COMMUNITY HEALTH DEPARTMENT. COMMUNICATION WITH PROVIDERS AND CLINICAL SUPPORT SERVICES AROUND CULTURAL SENSITIVITIES OF THE PATIENT'S CARE PLAN AND POSSIBLE ALTERATIONS NEEDED FURTHERS THE GOAL OF SERVICE EXCELLENCE FOR ALL, PROMOTING AN ENVIRONMENT THAT MEETS THE UNEXPRESSED AND EXPRESSED NEEDS OF ALL THOSE IN THE FACILITY. THE OPPORTUNITY ALSO EXISTS TO IDENTIFY POTENTIAL BARRIERS AND TO ASSESS WHAT EDUCATIONAL MATERIALS AND HOSPITAL RESOURCES ARE NEEDED THAT SUPPORT CULTURAL SENSITIVITIES, FOSTERING GREATER COMMUNICATION BETWEEN THE PROVIDER AND PATIENT/FAMILY AROUND THE PATIENT'S CARE PLAN. DUE TO ITS LATE DEVELOPMENT IN 2020, NO OUTCOMES HAVE BEEN REPORTED, HOWEVER, 2021 PROGRAM OUTCOMES WILL BE REPORTED IN ADVOCATE'S 2021 COMMUNITY BENEFITS REPORT. 2. ACCESS/BEHAVIORAL HEALTH SERVICESA SECOND ADVOCATE COMMUNITY STRATEGY FOCUS AREA IS ACCESS TO BEHAVIORAL HEALTH SERVICES. ADVOCATE HAS IMPLEMENTED MANY PROGRAMS/SERVICES FOCUSED ON IMPROVING THE CONTINUUM OF CARE FOR THE BENEFIT OF MENTAL HEALTH AND BEHAVIORAL HEALTH PATIENTS. SEVERAL EXAMPLES OF BEHAVIORAL HEALTH PROGRAMS THAT ADVOCATE HOSPITALS HAVE IMPLEMENTED AND IMPROVE ACCESS ARE PROVIDED BELOW. MENTAL HEALTH FIRST AID (MHFA). WITH INCREASING FREQUENCY, MENTAL HEALTH IS SELECTED AS A KEY COMMUNITY HEALTH PRIORITY. MENTAL HEALTH FIRST AID TRAINING FOR COMMUNITY LEADERS, HOSPITAL STAFF, FIRST RESPONDERS AND THE BROADER COMMUNITY CONTINUED IN 2020 AS ONE EVIDENCE-BASED PROGRAM DESIGNED TO IMPACT THIS ISSUE. THE EIGHT-HOUR PROGRAM INCREASES PARTICIPANTS' KNOWLEDGE OF SIGNS, SYMPTOMS AND RISK FACTORS OF MENTAL ILLNESSES AND ADDICTIONS, AND INCREASES THEIR CONFIDENCE IN AND LIKELIHOOD TO HELP AN INDIVIDUAL IN DISTRESS. AS A RESULT OF THE PANDEMIC, THE STRUCTURE OF THE MHFA TRAINING WAS MODIFIED AND MADE VIRTUAL TO MEET THE COVID-19 IN-PERSON AND SOCIAL DISTANCING RESTRICTIONS AND GUIDELINES. IN ITS SERVICE AREA, ADVOCATE CONDELL PROVIDED MENTAL HEALTH FIRST AID TRAINING TO GRAYSLAKE MIDDLE SCHOOL STAFF AND TO GRAYSLAKE HIGH SCHOOL DISTRICT 214 STAFF IN 2020. THE MEDICAL CENTER ALSO SPONSORED THE CERTIFICATION OF TWO SPANISH-SPEAKING MENTAL HEALTH FIRST AID TRAINERS. ADVOCATE GOOD SAMARITAN TRAINED 24 EMERGENCY MEDICAL SERVICES (EMS) STUDENTS IN MHFA IN 2020. FOLLOWING THE TRAINING, NINETY-SEVEN PERCENT OF PARTICIPANTS AGREE OR STRONGLY AGREE THAT THEY ARE MORE CONFIDENT ABOUT RECOGNIZING AND CORRECTING MISCONCEPTIONS ABOUT MENTAL HEALTH AND MENTAL ILLNESS. IN ADDITION, FIVE PSYCHOLOGICAL FIRST AID TRAINING SESSIONS WERE PROVIDED TO A TOTAL OF 125 FAITH LEADERS AND COMMUNITY MEMBERS IN 2020 AND NINE ADDITIONAL MENTAL HEALTH WEBINARS WERE OFFERED TO 109 COMMUNITY MEMBERS IN THE SOUTH CHICAGOLAND REGION. A TOTAL OF 234 FAITH AND COMMUNITY MEMBERS ATTENDED THESE EDUCATIONAL SEMINARS.
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	FIRST ACCESS PROGRAM. GIVEN THE HIGH NUMBER OF ADMISSIONS AND ED VISITS FOR BEHAVIORAL HEALTH CONDITIONS AT ADVOCATE ILLINOIS MASONIC AND THE HIGH NUMBER OF DISCHARGED PATIENTS THAT WERE NOT KEEPING THEIR OUTPATIENT FOLLOW-UP APPOINTMENTS, THE HOSPITAL'S BEHAVIORAL HEALTH DEPARTMENT CREATED THE FIRST ACCESS PROGRAM IN 2013. THE GOAL OF FIRST ACCESS IS TO PROVIDE IMMEDIATE ACCESS TO FOLLOW-UP BEHAVIORAL HEALTH SERVICES TO SUPPORT RECOVERY AND PREVENT RELAPSES. THROUGH THIS PROGRAM, BEHAVIORAL HEALTH ED PATIENTS, AS WELL AS PATIENTS REFERRED BY THE HOSPITAL'S INPATIENT PSYCHIATRIC UNIT, MEDICAL FLOORS AND PHYSICIANS, ARE LITERALLY WALKED OVER TO OUTPATIENT CARE BY A STAFF MEMBER TO ENSURE SAME DAY FOLLOW-UP FOR OUTPATIENT APPOINTMENTS. SINCE ITS IMPLEMENTATION, FIRST ACCESS HAS CONSISTENTLY INCREASED BEHAVIORAL HEALTH PATIENTS' APPOINTMENT FOLLOW-THROUGH RATES FROM 40 PERCENT IN 2013 TO 100 PERCENT IN 2019, ALL DISCHARGED PATIENTS RECEIVED WARM HAND-OFFS TO BEHAVIORAL HEALTH SERVICES AND LEFT WITH AN OUTPATIENT PLAN OF CARE. HAVING ACHIEVED THAT, THE PROGRAM STARTED TO FOCUS ON PROVIDING ACCESS TO CARE TO ALL ADVOCATE AURORA PATIENTS AND ITS VOLUMES GREW STEADILY. IN 2020, FIRST ACCESS PROVIDED 825 INTAKES TO PATIENTS.MEDICALLY INTEGRATED CRISIS COMMUNITY SUPPORT (MICCS). THE MICCS TEAM AT ADVOCATE ILLINOIS MASONIC IS COMPRISED OF SIX CLINICIANS, A CHAPLAIN AND A PEER SUPPORT SPECIALIST WHO PROVIDE ONE-TO-TWO THERAPEUTIC, COMMUNITY-BASED CONTACTS PER PATIENT PER DAY TO ACUTELY ILL BEHAVIORAL HEALTH PATIENTS ON THE NORTHSIDE OF CHICAGO. THIS IS PARTICULARLY IMPORTANT GIVEN THE STATE'S CLOSURE OF NUMEROUS MENTAL HEALTH HOSPITALS IN ILLINOIS. THE TEAM GOES INTO THE COMMUNITY TO HELP HOMELESS AND INDIGENT PATIENTS WITH SITUATIONS IMPACTING THEIR BEHAVIORAL HEALTH, SUCH AS HOUSING AND MEDICATION STABILIZATION, THUS HELPING CLIENTS IMPROVE THEIR OVERALL HEALTH. IN 2020, MICCS SERVED 104 INDIVIDUALS ON THE CASELOAD. IN ADDITION, 100 INDIVIDUALS WERE SERVED BY THE INJECTION CLINIC, MANY OF WHICH ARE UNIQUE PATIENTS GIVEN THEY DO NOT NEED/RECEIVE INTENSIVE CASE MANAGEMENT. DEAF AND HARD OF HEARING PROGRAM. ADVOCATE ILLINOIS MASONIC'S DEAF AND HARD OF HEARING PROGRAM PROVIDES COMPREHENSIVE MENTAL HEALTH CARE IN AMERICAN SIGN LANGUAGE (ASL) TO DEAF AND HARD OF HEARING CHILDREN, ADOLESCENTS AND ADULTS ACROSS THE CHICAGOLAND AREA. THE PROGRAM OFFERS A CONTINUUM OF CARE THAT INCLUDES CLINICAL ASSESSMENTS; PRE-SCREENINGS AND LINKAGE; INDIVIDUAL AND FAMILY THERAPY; PSYCHIATRIC EVALUATIONS AND MEDICATION MONITORING; AND INTERVENTION WITH A 24-HOUR PHONE LINE CONNECTED TO A TEXT TELEPHONE (TTY) SYSTEM. A TELE-PSYCHIATRY NETWORK ENABLES THE PROVISION OF OTHERWISE SCARCE DEAF-FRIENDLY PSYCHIATRIC SERVICES IN THE HOMES OF DEAF PATIENTS WHO HAVE RECEIVED THE FREE VIDEOPHONE EQUIPMENT AND SERVICES SUPPORTED BY THE FEDERAL COMMUNICATIONS COMMISSION (FCC). OVER THE YEARS, THE HOSPITAL HAS DISTRIBUTED SEVERAL THOUSAND FREE ASL DVDS ON HIV/AIDS, STDS, BREAST HEALTH, DIABETES, DEPRESSION AND SMOKING CESSATION. IN 2020, 66 UNIQUE PATIENTS WERE SERVED THROUGH THE DEAF AND HARD OF HEARING PROGRAM.COMMUNITY LINKAGE SPECIALIST (CLS). IN RESPONSE TO THE INCREASING RATES OF SUBSTANCE ABUSE AND MENTAL ILLNESS IN DUPAGE COUNTY, ADVOCATE GOOD SAMARITAN EMPLOYED A COMMUNITY LINKAGE SPECIALIST THAT WORKS WITH DETOX AND BEHAVIORAL HEALTH UNIT PATIENTS TO CONNECT THEM TO THE APPROPRIATE COMMUNITY SUPPORT SERVICES AND RESOURCES. THIS INDIVIDUAL ALSO CONDUCTS COMMUNITY AND HOME VISITS WITH DISCHARGED PATIENTS. IN 2020, THE CLS HELPED COORDINATE SERVICES FOR PATIENTS AND CONDUCTED 75 PATIENT CONTACTS VIA PHONE OR ZOOM. 3. COMMUNITY SAFETY: ADVOCATE ALSO WORKS WITH COMMUNITY PARTNERS TO ADDRESS COMMUNITY SAFETY/VIOLENCEANOTHER COMMUNITY STRATEGY FOCUS AREA. SOME EXAMPLES ARE PROVIDED BELOW.CENTER FOR FAITH AND COMMUNITY HEALTH TRANSFORMATION. THE CENTER FOR FAITH AND COMMUNITY HEALTH TRANSFORMATION WORKS TO ADVANCE HEALTH EQUITY BY PARTNERING WITH FAITH-BASED AND COMMUNITY ORGANIZATIONS TO BUILD COMMUNITY, NURTURE LEADERS AND CONNECT THE UNIQUE SPIRIT POWER OF FAITH COMMUNITIES TO PROMOTE SOCIAL JUSTICE AND ABUNDANT LIFE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES. THE CENTER IS A PARTNERSHIP BETWEEN ADVOCATE AND THE OFFICE FOR COMMUNITY ENGAGEMENT AND NEIGHBORHOOD HEALTH PARTNERSHIPS AT THE UNIVERSITY OF ILLINOIS AT CHICAGO. CURRENTLY, THE CENTER IS CONVENING A TRAUMA INFORMED CONGREGATIONS NETWORK TO SUPPORT THE CAPACITY OF FAITH COMMUNITIES TO PREVENT TRAUMA AND TO BE PLACES OF HEALING FOR THOSE WHO HAVE EXPERIENCED ADVERSITY IN CHILDHOOD OR THROUGHOUT THEIR LIVES. SEXUAL ASSAULT NURSE EXAMINERS (SANE). ADVOCATE CONDELL, ADVOCATE CHILDREN'S AND ADVOCATE'S SOUTH REGION SANE (AT ADVOCATE CHRIST, SOUTH SUBURBAN AND TRINITY) PROGRAMS CONSIST OF SEXUAL ASSAULT NURSE EXAMINERS WHO ARE NATIONALLY AND STATE CERTIFIED BY THE OFFICE OF THE ILLINOIS ATTORNEY GENERAL. SANES ARE AVAILABLE EITHER IN THE ED OR ON AN ON-CALL BASIS TO PROVIDE COMPASSIONATE, TRAUMA-INFORMED CARE TO SEXUAL ASSAULT VICTIMS SEEKING CARE IN THE ED. THESE HIGHLY TRAINED PRACTITIONERS PERFORM HEAD-TO-TOE EXAMS PERTAINING TO SEXUAL ASSAULT/ABUSE, ADDRESS MEDICAL CONCERNS SUCH AS STI (SEXUALLY TRANSMITTED INFECTION), HIV AND PREGNANCY, COLLECT FORENSIC EVIDENCE, TESTIFY IN COURT AS EXPERT WITNESSES, AND OFFER ACCESS TO AFTER-CARE RESOURCESSUPPORTING THE VICTIM THROUGH THE ENTIRE PROCESS. THE THREE SANE PROGRAM COORDINATORS WORK CLOSELY WITH A MULTI-DISCIPLINARY TEAM THAT INCLUDES LOCAL RAPE ADVOCATES, LAW ENFORCEMENT, DEPARTMENT OF CHILDREN AND FAMILY SERVICES (DCFS) AND PROSECUTORS TO ASSURE VICTIMS OF SEXUAL ASSAULT RECEIVE THE BEST CARE POSSIBLE AT ALL CONTACT POINTS. SANE PROGRAM COORDINATORS ALSO COLLABORATE TO PROVIDE BEST PRACTICE STANDARDIZED SEXUAL ASSAULT CARE THROUGHOUT ALL ADVOCATE ILLINOIS HOSPITALS SO THAT BY JANUARY 1, 2022, A SEXUAL ASSAULT NURSE EXAMINER (SANE) WILL BE AVAILABLE 24/7, 365 DAYS A YEAR TO CARE FOR SEXUALLY ASSAULTED PATIENTS. ADVOCATE CONDELL CARED FOR 72 PATIENTS IN 2020, 21 OF WHICH WERE PEDIATRIC SEXUAL ASSAULT PATIENTS (<13 YEARS)CARE PROVIDED DESPITE THE CHALLENGES OF COVID-19 AND CONCERNS THAT PREVENTED MANY INDIVIDUALS FROM SEEKING CARE IN A HOSPITAL SETTING. THE MEDICAL CENTER PROVIDED TRAINING REGARDING SEXUAL ASSAULT TREATMENT AND IN RESPONSE TO COMMUNITY PARTNER REQUESTS FOR EDUCATION FROM RAPE ADVOCACY CENTERS, LAW ENFORCEMENT, MEDICAL STUDENTS AND OTHERS, AND INCREASED ITS PARTICIPATION IN COUNTYWIDE HUMAN TRAFFICKING AWARENESS AND PREVENTION INITIATIVES. ACCLIVUS PARTNERSHIP. ACCLIVUS IS A COMMUNITY OUTREACH ORGANIZATION SEEKING TO REDUCE THE INCIDENCE OF DEADLY STREET VIOLENCE IN CHICAGO NEIGHBORHOODS. ADVOCATE CHRIST AND ADVOCATE ILLINOIS MASONIC, BOTH LEVEL I TRAUMA CENTERS SERVING THE SOUTH AND NORTH PORTIONS OF CHICAGO AND THE SUBURBS, PARTNERED WITH ACCLIVUS TO PROVIDE OUTREACH INTERVENTION SERVICES AND COMMUNITY RESOURCES FOR VICTIMS OF VIOLENCE. NEARLY ONE-THIRD OF TRAUMAS AT ADVOCATE CHRIST EACH YEAR ARE VICTIMS OF INTENTIONAL VIOLENCE, SUCH AS GUNSHOTS, STABBINGS AND/OR BATTERY. VIOLENCE, LIKE OTHER EPIDEMICS, IS PREDICTABLE AND OFTEN ENGAGED IN AS AN ACT OF RETALIATION, SO IMMEDIATE INTERVENTION IS NECESSARY. WHEN VIOLENTLY INJURED PATIENTS FROM THE CHICAGO AREA ARE TRANSPORTED TO ADVOCATE CHRIST AND ILLINOIS MASONIC, CHAPLAINS NOTIFY ACCLIVUS. ACCLIVUS HAS A HOSPITAL RESPONDER AND A CASE MANAGER ASSIGNED TO EACH ADVOCATE SITE WHO PROVIDE COUNSELING TO PATIENTS AND THEIR LOVED ONES AIMING TO REDUCE ONGOING CONFLICT IN THE COMMUNITY AND RISK OF RETALIATION. ACCLIVUS' CASE MANAGER SEES THE PATIENTS IN THE TRAUMA CLINIC AFTER DISCHARGE ENSURING COMPREHENSIVE FOLLOW-UP CARE. IN 2020, HOSPITAL RESPONDERS AT ADVOCATE CHRIST SERVED 745 PATIENTS AND MADE 254 ADDITIONAL REFERRALS TO EXISTING COMMUNITY RESOURCES. DUE TO THE PANDEMIC AND HOSPITAL VISITOR RESTRICTION POLICIES, ACCLIVUS PROVIDED SERVICES AND REFERRALS TO ADVOCATE ILLINOIS MASONIC PATIENTS REMOTELY FROM MARCH THROUGH JULY 2020. THE HOSPITAL RESPONDERS AT ADVOCATE ILLINOIS MASONIC SERVED 147 PATIENTS IN 2020, MANY OF WHICH WERE PROVIDED REFERRALS TO EXISTING COMMUNITY RESOURCES.4. WORKFORCE DEVELOPMENT. ADVOCATE WORKS WITH NON-TRADITIONAL COMMUNITY PARTNERS, SUCH AS SCHOOL DISTRICTS, EMPLOYMENT AGENCIES, COLLEGES AND UNIVERSITIES, AND OTHER PUBLIC AND PRIVATE BUSINESS LEADERS TO ADDRESS BOTH THE HIGH UNEMPLOYMENT RATES AND ECONOMIC DISPARITIES IN SOME CHICAGO NEIGHBORHOODS AS WELL AS TO CONTRIBUTE TO SOLVING THE CITY'S HEALTHCARE SECTOR TALENT SHORTAGE.
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	ADVOCATE WORKFORCE INITIATIVE (AWI). THE UNEMPLOYMENT RATE OF AFRICAN-AMERICANS AND HISPANICS IN CHICAGO IS THREE TIMES THAT OF THEIR WHITE COUNTERPARTS. THE UNEMPLOYMENT RATES ARE AS HIGH AS 31.9% IN SOME NEIGHBORHOODS IN THE METROPOLITAN AREA AS COMPARED TO CHICAGO'S OVERALL UNEMPLOYMENT RATE OF 8.2%. ILLINOIS ALSO HAS THE NATION'S HIGHEST UNEMPLOYMENT RATE AMONG AFRICAN-AMERICANS. IN 2015, THE HEALTH CARE SECTOR WAS EXPECTED TO GENERATE 14,000 NEW WELL-PAYING MIDDLE-SKILL JOBS ANNUALLY IN THE CHICAGO REGION THROUGH 2019, BUT THERE WAS NOT ENOUGH SKILLED TALENT NEEDED TO FILL THESE ROLES. IN ORDER TO ADDRESS THIS ISSUE, JPMORGAN CHASE MADE A GENEROUS DONATION IN 2015 TO THE ADVOCATE CHARITABLE FOUNDATION, ADVOCATE'S CHARITABLE ARM, TO DEVELOP THE HEALTHCARE WORKFORCE COLLABORATIVE, WHICH OFFERS A CREATIVE AND MODERN SOLUTION TO THE CITY'S TALENT SHORTAGE AND ECONOMIC DISPARITIES. LED BY ADVOCATE, THIS HEALTH CARE SECTOR SKILLS-BASED TRAINING INITIATIVE CONNECTS CHICAGOLAND'S UNDEREMPLOYED AND UNEMPLOYED RESIDENTS WITH HIGH-QUALITY, IN-DEMAND JOBS IN THE RAPIDLY GROWING HEALTH CARE INDUSTRY. ADVOCATE ALSO HELPED TO LAUNCH THE CHICAGOLAND HEALTHCARE WORKFORCE COLLABORATIVE (CHWC). THE CHWC IS A CONSORTIUM OF LEADING HEALTHCARE EMPLOYERS AND INDUSTRY PARTNERS THAT BELIEVE IN THE NECESSITY OF A STRONG AND DIVERSE LOCAL HEALTHCARE WORKFORCE. BY LEVERAGING RESOURCES AND BEST PRACTICES, THE COLLABORATIVE AIMS TO SUPPORT AN INCLUSIVE HEALTHCARE WORKFORCE, PROVIDE ACCESSIBILITY FOR UNEMPLOYED AND UNDEREMPLOYED POPULATIONS, AND DEVELOP INNOVATIVE RESPONSES TO THE EVOLVING NEEDS OF THE HEALTHCARE INDUSTRY. THIS IS ACHIEVED BY IDENTIFYING AND IMPLEMENTING IMPACTFUL, DATA-DRIVEN AND ACTION-ORIENTED SOLUTIONS, WITH A SPECIFIC FOCUS ON POPULATIONS THAT ARE UNDERREPRESENTED IN THE HEALTHCARE WORKFORCE. THE WORKFORCE DEVELOPMENT PROGRAM ALIGNS TRAINING CURRICULUM TO CURRENT AND EMERGING JOB NEEDS; CONNECTS JOB SEEKERS TO EMPLOYMENT OPPORTUNITIES WITHIN ADVOCATE; INCREASES DIVERSITY WITHIN THE HEALTHCARE SECTOR; PROVIDES CAREER PATHWAYS TO ADVANCED TRAINING OR CAREER OPPORTUNITIES IN HEALTHCARE; SUPPORTS ECONOMIC DEVELOPMENT IN VULNERABLE COMMUNITIES; ESTABLISHES BEST PRACTICES, CREATING A REGIONAL/NATIONAL MODEL; AND PROVIDES SUPPORTIVE SERVICES TO REMOVE BARRIERS TO EMPLOYMENT.TO ENSURE THE INITIATIVE IS BROAD-REACHING AND COMPREHENSIVE, ADVOCATE HAS ESTABLISHED STRATEGIC ALLIANCES WITH SIX COLLEGES/UNIVERSITIES AS WELL AS NUMEROUS COMMUNITY-BASED ORGANIZATIONS TO RECRUIT, TRAIN AND SUPPORT POTENTIAL CANDIDATES. AFTER SUCCESSFUL COMPLETION OF THE TRAINING AND LICENSING EXAM, ALL PARTICIPANTS ARE GUARANTEED AN INTERVIEW WITH ADVOCATE AND RECEIVE JOB PLACEMENT ASSISTANCE. SINCE INCEPTION, THE INITIATIVE HAS TRAINED MORE THAN 900 PARTICIPANTS, WITH OVER AN 80% GRADUATION RATE, AND 84% OF THOSE PARTICIPANTS WERE PERSONS OF COLOR. FOUR HUNDRED AND SIXTY-FIVE GRADUATES FROM THE INITIATIVE ARE NOW EMPLOYED IN THE HEALTH CARE INDUSTRY. NEARLY 200 OF THOSE WERE EMPLOYED AT ADVOCATE, AND 84% HAVE MAINTAINED EMPLOYMENT FOR AT LEAST 90 DAYS. ADVOCATE HAS ALSO LAUNCHED THE NAVIGATE PROGRAMAN INCUMBENT WORKER STRATEGY FOR FRONTLINE TEAM MEMBERS. NAVIGATE PROVIDES ASSOCIATES WITH OPPORTUNITIES TO DEVELOP NEW SKILLS, DETERMINE A CAREER PATHWAY AND CONNECT WITH TOOLS AND RESOURCES. NAVIGATE HAS BEEN ROLLED OUT AT SEVERAL HOSPITALS, INCLUDING ADVOCATE TRINITY, ILLINOIS MASONIC, CHRIST, SOUTH SUBURBAN, SHERMAN AND GOOD SAMARITAN, AS WELL AS ADVOCATE MEDICAL GROUP. SINCE INCEPTION, NAVIGATE HAS ENROLLED AND SUPPORTED 338 INCUMBENT WORKERS, GUIDED MORE THAN 150 TO IDENTIFY A CAREER PATHWAY AND HAS NEARLY AN 80% GRADUATION RATE WITH AN AVERAGE SALARY OF $19.17. SEVENTY-SIX PERCENT OF GRADUATES WERE PERSONS OF COLOR. WHEN WORKPLACES AND EDUCATION FACILITIES SHUT DOWN IN 2020 DUE TO THE PANDEMIC, THERE WAS EVEN MORE URGENCY IN ENSURING AWI PARTICIPANTS COULD COMPLETE THEIR REQUIRED CLINICAL AND HOSPITAL EXTERNSHIPS TO JOIN THE WORKFORCE THAT NEEDED THEM. ADVOCATE AURORA ENHANCED ITS REMOTE LEARNING TECHNOLOGY AND LEVERAGED PROGRAM FUNDS TO SUPPORT PARTNERS WHO REQUIRED ADDITIONAL TECHNOLOGY TO ENSURE PROGRAM ACCESS. MANY PARTICIPANTS PUSHED TO SAFELY CONTINUE IN THE AWI PROGRAM WITH MODIFICATIONS. BY COMPLETING TRAINING AND CERTIFICATIONS, PROGRAM GRADUATES COULD IMMEDIATELY ENTER CRITICAL COVID-RELATED ROLES (E.G., CNAS, RESPIRATORY THERAPISTS, ETC.). SOME 2019 AWI GRADUATES WERE CERTIFIED BEFORE THE FIRST COVID-19 SURGE AND SOME AWI PRE-CERTIFICATION GRADUATES WERE BROUGHT ON IN MODIFIED ROLES TO SUPPORT COVID-19 TEAMS. DESPITE CHALLENGES AND UNCERTAINTY, ADVOCATE AURORA WAS STILL ABLE TO EXCEED ESTABLISHED GRANT OUTCOMES AND ELEVATE THE LIVES OF THOSE ABLE TO PARTICIPATE VIRTUALLY. IN 2020, 927 PROGRAM PARTICIPANTS RECEIVED TRAINING AND BECAME CERTIFIED, 427 MORE THAN THE FIVE-YEAR GOAL OF 500. JOB PLACEMENT ALSO EXCEEDED THE FIVE YEAR GOAL, REACHING 465 PARTICIPANTS AS COMPARED TO A GOAL OF 300 OVER THE FIVE-YEAR SPAN. OF THE TOTAL INDIVIDUALS PLACED IN JOBS, 197 WERE ADVOCATE AURORA HIRES. BASED ON ITS SUCCESS TO DATE, AWI AND NAVIGATE ARE NOW CORE COMPONENTS OF ADVOCATE AURORA'S WORKFORCE DEVELOPMENT STRATEGY. USING LESSONS LEARNED AND BEST PRACTICES FROM THE FIVE-YEAR CHICAGOLAND INITIATIVE, PLANS ARE TO EXPAND THE PROGRAM ACROSS THE ADVOCATE AURORA FOOTPRINT IN BOTH STATESILLINOIS AND WISCONSIN. ADVOCATE BETHANY COMMUNITY HEALTH FUND. THE ADVOCATE BETHANY COMMUNITY HEALTH FUND WAS CREATED IN 2006 TO ADDRESS THE UNIQUE HEALTH NEEDS OF CHICAGO'S WEST SIDE BY FUNDING PROGRAMS TO PROMOTE HEALTH AND WELLNESS AND REDUCE HEALTH INEQUITIES AND THEIR SOCIAL DETERMINANTS. DURING ITS 14-YEAR TERM, THE FUND ALLOCATED $14M FOR GRANTMAKING AND CAPACITY BUILDING IN FOUR PRIORITY AREAS: DIABETES, SCHOOL DROPOUT PREVENTION, VIOLENCE PREVENTION AND WORKFORCE DEVELOPMENT. OVER THE FUNDS 14-YEAR TERM, THE FUND BOARD AWARDED 473 GRANTS TO 116 UNIQUE COMMUNITY ORGANIZATIONS, SUPPORTING OVER 75,000 INDIVIDUALS. IN 2020, FINAL FUNDS WERE ALLOCATED TO MAINTAIN THE FUND'S LEGACY. THESE FINAL ALLOCATIONS INCLUDED $1.5M TO PROVIDE CONTINUED OPERATING SUPPORT TO COMMUNITY ORGANIZATIONS, AS WELL AS $272K TO PARTNERSHIP FOR SAFE AND PEACEFUL COMMUNITIES AND AMPT-ADVANCING NONPROFITS TO PROVIDE CONTINUED GRANTMAKING AND CAPACITY-BUILDING SERVICES ON CHICAGO'S WEST SIDE. LEGACY GIFTS WERE ALSO MADE TO THREE OTHER COMMUNITY ORGANIZATIONS FOCUSED ON INCREASING MINORITY LEADERSHIP AND EMPLOYMENT OPPORTUNITIES. TRAINING FUTURE HEALTH PROFESSIONALS. TO FURTHER THE TRADITION OF PROVIDING MEDICAL EDUCATION TO UNDERGRADUATE AND GRADUATE MEDICAL STUDENTS, STUDENTS IN NURSING AND OTHER ALLIED HEALTH PROFESSIONS, ADVOCATE HAS DEVELOPED LONG-TERM ACADEMIC AFFILIATIONS WITH ALL MAJOR UNIVERSITIES IN THE CHICAGO METROPOLITAN AREA FOR THE EDUCATION AND TRAINING OF THESE UNDERGRADUATE, GRADUATE AND POST-GRADUATE STUDENTS. MEDICAL EDUCATION (UNDERGRADUATE MEDICAL EDUCATION [UME]/GRADUATE MEDICAL EDUCATION [GME]/POST-GRADUATE [CME] MEDICAL EDUCATION. THE ADVOCATE MEDICAL EDUCATION DEPARTMENT'S MISSION IS TO TRAIN THE NEXT GENERATION OF PHYSICIANS THROUGH UNDERGRADUATE (UME) AND GRADUATE MEDICAL EDUCATION (GME), AND TO CONTINUE THE DEVELOPMENT OF ADVOCATE PHYSICIANS THROUGH CONTINUING MEDICAL EDUCATION (CME). AS ONE OF THE LARGEST PROVIDERS OF PRIMARY MEDICAL EDUCATION IN ILLINOIS, THERE WERE 1,387 MEDICAL STUDENT ROTATIONS COMPLETED AND 591 RESIDENTS AND FELLOWS WHO RECEIVED HANDS-ON TRAINING IN 2020 AT ADVOCATE'S FOUR ACADEMIC MEDICAL CENTERSADVOCATE BROMENN, ADVOCATE CHRIST, ADVOCATE ILLINOIS MASONIC AND ADVOCATE LUTHERAN GENERAL. ADVOCATE IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION (CME) FOR PHYSICIANS. ADVOCATE'S CME PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT THROUGH YEAR-ROUND SCHEDULING AND PLANNING OF ACCREDITED COURSES, SEMINARS AND MEETINGS FOR ADVOCATE AND NON-ADVOCATE PHYSICIANS AND HEALTH CARE PROFESSIONALS IN THE REGION. ADVOCATE'S MEDICAL STAFF SHARE THEIR EXPERTISE THROUGH GRAND ROUNDS, MORTALITY AND MORBIDITY CONFERENCES, AND JOURNAL CLUBSAS WELL AS SINGLE ACTIVITIES ADDRESSING A VARIETY OF CLINICAL AND RESEARCH TOPICS. IN 2020, ADVOCATE HOSTED 2,555 HOURS OF ACCREDITED EDUCATION TO 32,602 PARTICIPANTS, OF WHICH 20,714 WERE PHYSICIANS. DUE TO THE PANDEMIC, MOST EDUCATION WAS PROVIDED VIRTUALLY WHICH EXPANDED OUR REACH TO A BROADER AUDIENCE ACROSS THE ADVOCATE SYSTEM.
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	NURSING EDUCATION. UNDERGRADUATE AND GRADUATE (APN/NP/MANAGEMENT) NURSING EDUCATION OCCURS AT TEN ADVOCATE HOSPITALS AND AT MANY ADVOCATE MEDICAL GROUP SITES. NOTABLY, EIGHT ADVOCATE HOSPITALS HAVE EARNED MAGNET RECOGNITION FROM THE AMERICAN NURSE CREDENTIALING CENTER (ANCC), INCLUDING ADVOCATE CHILDREN'S, ADVOCATE CONDELL, ADVOCATE CHRIST, ADVOCATE GOOD SAMARITAN, ADVOCATE GOOD SHEPHERD, ADVOCATE ILLINOIS MASONIC, ADVOCATE LUTHERAN GENERAL AND ADVOCATE SHERMAN. MAGNET STATUS REPRESENTS HOSPITAL-WIDE TEAMWORK AND DEDICATION TO CREATING A POSITIVE ENVIRONMENT, WHICH HELPS ATTRACT THE BEST PHYSICIANS AND NURSES, RESULTING IN BETTER OVERALL PATIENT CARE. ALLIED HEALTH EDUCATION. ADVOCATE IS COMMITTED TO TEACHING STUDENTS IN A BROAD RANGE OF SPECIALTIES. THESE STUDENTS COME FROM LOCAL UNIVERSITIES AND COLLEGES WITH WHOM ADVOCATE HAS CONTRACTED TO PROVIDE EDUCATION. STUDENTS ARE PROVIDED A CLINICAL ENVIRONMENT IN WHICH TO LEARN IN OVER TWENTY HEALTH CARE DISCIPLINES/FIELDS, INCLUDING, BUT NOT LIMITED TO: PHARMACEUTICAL; CARDIO DIAGNOSTICS; CARDIAC REHABILITATION; RADIOLOGY, NUCLEAR MEDICINE, MRI AND X-RAY; RADIATION THERAPY; EXERCISE PHYSIOLOGY; PHYSICAL, OCCUPATIONAL, SPEECH AND RECREATIONAL THERAPY; PSYCHIATRY; BEHAVIORAL HEALTH; RESPIRATORY; AUDIOLOGY; PATHOLOGY; PODIATRY; PHLEBOTOMY; NUTRITION/DIETARY; AND DENTISTRY (DENTISTRY IS ONLY AVAILABLE THROUGH ADVOCATE ILLINOIS MASONIC). SEVERAL ADVOCATE HOSPITALS PROVIDE EMERGENCY MEDICAL TECHNICIAN (EMT) EDUCATION FROM BASIC THROUGH PARAMEDIC LEVEL. IN FACT, SOME OF THESE ADVOCATE FACILITIES SERVE AS THE LEAD HOSPITAL IN THEIR COUNTIES/SERVICE AREAS, PROVIDING EDUCATION, STANDARDIZATION OF PROTOCOLS OF CARE AMONG ALL HOSPITALS (NON-ADVOCATE INCLUDED) AND EMS RESPONDERS, AND DIRECTION OF COUNTY-WIDE EMERGENCY MEDICAL SERVICES IN RESPONSE TO COMMUNITY-BASED, MASS INJURY/CASUALTY DISASTERS. MULTIPLE ADVOCATE SYSTEM AND HOSPITAL DEPARTMENTS ALSO PROVIDE LEARNING ENVIRONMENTS FOR UNDERGRADUATE AND GRADUATE STUDENTS IN PUBLIC HEALTH AND HEALTH INFORMATION MANAGEMENT.CLINICAL PASTORAL EDUCATION (CPE). ADVOCATE'S SPIRITUAL LEADERS OVERSEE A NATIONALLY ACCREDITED CPE PROGRAM. SUPERVISING OVER 200 STUDENT UNITS EACH YEAR, THE PROGRAM IS THE LARGEST IN THE COUNTRY IN AN INTEGRATED HEALTH CARE SYSTEM, PROVIDING OPPORTUNITIES FOR SEMINARY STUDENTS, CHAPLAINS AND LOCAL FAITH LEADERS TO GROW AND DEVELOP SELF-AWARENESS AND SPIRITUAL CARE MINISTRY SKILLS. VOCATIONAL EDUCATION TO HIGH SCHOOL STUDENTS. SEVERAL ADVOCATE HOSPITALS PROVIDE EXPERIENTIAL LEARNING TO AREA HIGH SCHOOL STUDENTS THAT ARE ON AN EDUCATIONAL TRACK TO A HEALTH CARE CAREER. THESE STUDENTS RECEIVE CREDIT TOWARDS GRADUATION IN ADDITION TO HELPING THEM DISCERN IN WHICH HEALTH CARE AREA THEY WISH TO SPECIALIZE. AS AN EXAMPLE, IN ORDER TO GIVE CHICAGO SOUTHSIDE STUDENTS BETTER JOB OPPORTUNITIES, ADVOCATE TRINITY WORKS WITH STUDENTS FROM CHICAGO VOCATIONAL CAREER ACADEMY, AND SOUTH SHORE AND JULIAN HIGH SCHOOLS. THESE STUDENTS ARE ROTATED IN HOSPITAL UNITS TO LEARN MARKETABLE JOB SKILLS. 5. AFFORDABLE HOUSING: ACCORDING TO HEALTHY PEOPLE 2020, DATA INDICATES THAT POOR-QUALITY HOUSING IS ASSOCIATED WITH VARIOUS NEGATIVE HEALTH OUTCOMES, INCLUDING CHRONIC DISEASE AND INJURY, AND POOR MENTAL HEALTH. IT IS FOR THIS REASON THAT ADVOCATE HAS VOWED AS A FIFTH COMMUNITY STRATEGY FOCUS AREA TO DECREASE THE NUMBER OF ED PATIENTS WHO ARE SCREENED POSITIVE FOR HOMELESSNESS BY 5% BY 2025. WHILE WORK TOWARDS THIS GOAL IS STILL EMERGING, SEVERAL ADVOCATE HOSPITALS ARE TAKING STEPS TO PROVIDE PATIENTS WITH A HEALTHY AND SAFE ENVIRONMENT IN WHICH TO HEAL. FLEXIBLE HOUSING POOL. IN 2020, THE FLEXIBLE HOUSING POOL (FHP) AT ADVOCATE ILLINOIS MASONIC PLACED ONE BEHAVIORAL HEALTH PATIENT IN PERMANENT HOUSING. THE FHP PLACED AN ADDITIONAL THREE BEHAVIORAL HEALTH PATIENTS IN TRANSITIONAL HOUSING. THE MEDICAL CENTER ALSO PROVIDES INDIVIDUALS PLACED IN PERMANENT HOUSING WITH BEHAVIORAL HEALTH AND CASE MANAGEMENT SERVICES. THE ADVOCATE LUTHERAN GENERAL CARE MANAGEMENT DEPARTMENT ALSO PLANS SAFE DISCHARGES FOR PATIENTS RECOVERING FROM HOSPITALIZATION, WHO HAVE NO HOUSING RESOURCES. THE DEPARTMENT MANAGES THE ADVOCATE LUTHERAN CAROL STREET APARTMENTS. LOCATED ON THE HOSPITAL'S CAMPUS, THESE APARTMENTS ARE AVAILABLE FOR RENT ON A DAILY/WEEKLY/MONTHLY BASIS. THE APARTMENTS ARE USED BY PATIENTS THAT ARE ACTIVELY GETTING SERVICES ON CAMPUS, I.E. CHEMOTHERAPY, RADIATION, ETC., AND ARE ALSO AVAILABLE FOR FAMILY MEMBERS OF INPATIENTS THAT DO NOT LIVE NEAR THE HOSPITAL. FINANCIAL ASSISTANCE IS GRANTED TO PATIENTS AND FAMILIES THAT DEMONSTRATE FINANCIAL HARDSHIP. IN 2020, EXPENSES FOR ELECTRICITY, CLEANING AND RENT TOTALED $7,350. WITH TOTAL REVENUE FROM PATIENTS OR FAMILIES OF JUST $4,225, THE BALANCE OF $3,125 WAS AN EXPENSE SUBSIDIZED BY ADVOCATE LUTHERAN GENERAL. THIS TOTAL DROPPED FROM 2019 DUE TO FEWER PATIENTS SERVED IN 2020 DUE TO COVID-19.WARMING CENTER. WHILE THE SOLUTION TO END HOMELESSNESS IS MORE COMPLEX THAN PROVIDING A LOCATION FOR AN OVERNIGHT STAY, ADVOCATE RECOGNIZES THAT A CLEAN, SAFE AND SECURE PLACE TO STAY IS A CRITICAL COMPONENT OF LIFTING PEOPLE OUT OF POVERTY. ADVOCATE ILLINOIS MASONIC PROVIDES A WARMING CENTER, A SAFE WARM PLACE FOR HOMELESS INDIVIDUALS TO STAY OVERNIGHT OUT OF CHICAGO'S BITTERLY COLD, WINTERY WEATHER. IN 2020, THE WARMING CENTER WAS OPEN FOR A TOTAL OF 400 HOURS OVER A PERIOD OF 50 DAYS AT A COST OF OVER $16K TO THE MEDICAL CENTER. WHILE THE WARMING CENTER WAS NOT OPEN DURING THE LATTER PART OF 2020, THERE WERE 180 INDIVIDUALS THAT STAYED AT THE WARMING CENTER FROM JANUARY 2020-MARCH 2020. IN ADDITION, TWO ADVOCATE HOSPITALS, ADVOCATE GOOD SAMARITAN AND ADVOCATE SOUTH SUBURBAN, HAVE PARTNERSHIP WITH PADS TO PROVIDE LAUNDRY SERVICES FOR CLEANING LINENS USED IN COMMUNITY HOMELESS SHELTERS. THIS SUPPORTS THE WORK OF DUPAGE PADSTHE LARGEST PROVIDER OF INTERIM AND PERMANENT HOUSING IN DUPAGE COUNTY. THROUGH THE PROVISION OF SHELTERS AS A TEMPORARY HOME, COUPLED WITH SUPPORT SERVICES, DUPAGE PADS HELPS THESE INDIVIDUALS WORK TOWARD BECOMING SELF-SUFFICIENT. PADS FURTHER PROVIDES VITAL SUPPORT SERVICES TO ENABLE INDIVIDUALS TO RECEIVE CASE MANAGEMENT AND LIFE COACHING EMPLOYMENT SUPPORT, SUCH AS JOB COACHING, AS WELL AS ENGAGEMENT WITH EMPLOYERSEFFECTIVELY STOPPING THE CYCLE OF HOMELESSNESS. IN 2020, ADVOCATE GOOD SAMARITAN AND ADVOCATE SOUTH SUBURBAN PROVIDED LINEN CLEANING SERVICES TO AREA PADS AT A COMBINED TOTAL EXPENSE OF $6,625 FOR CLEANING OVER 10,400 POUNDS OF LINENS. THIS WAS LESS THAN THAT WHICH WAS PROVIDED IN 2019 DUE TO THE PANDEMIC.6. FOOD SECURITY. ANOTHER KEY ADVOCATE COMMUNITY STRATEGY FOCUS AREA IS FOOD SECURITY. ACCESS TO FRESH, AFFORDABLE FOOD IS A KEY INGREDIENT IN THE RECIPE TO ADDRESS FOOD INSECURITYAND IN KEEPING THE COMMUNITY HEALTHY. ADVOCATE IS INVOLVED WITH MULTIPLE NON-TRADITIONAL COMMUNITY PARTNERS IN LOCAL AND SUSTAINABLE FOOD INITIATIVES TO ADDRESS FOOD INSECURITY. ONE SUCH EXAMPLE IS ADVOCATE GOOD SAMARITAN'S PARTNERSHIP WITH LOCAL FOOD PANTRIES AND THE UNIVERSITY OF ILLINOIS EXTENSION TO DEVELOP A PROGRAM THAT OFFERS HEALTHY FRESH FOOD, NUTRITION AND COOKING CLASSES TO CLIENTS OF THE FOOD PANTRIES. ANOTHER EXAMPLE IS ADVOCATE GOOD SHEPHERD'S WORK WITH VARIOUS COMMUNITY-BASED ORGANIZATIONS AND LOCAL MUNICIPAL ENTITIES THAT SERVE SENIORS TO IMPLEMENT FOOD SECURITY SCREENING FOR SENIORS. A SCREENING TOOL AND COMPREHENSIVE RESOURCE GUIDE HAVE BEEN DEVELOPED FOR SENIORS THAT SCREEN AS FOOD INSECURE. ADVOCATE GOOD SHEPHERD AND SEVERAL OTHER ADVOCATE HOSPITALS ARE GROWING VEGETABLES ON THEIR CAMPUSES OR IN THE COMMUNITY. ADVOCATE GOOD SHEPHERD HAS PARTNERED WITH A LOCAL NON-PROFIT ORGANIZATION, SMARTFARM, WHOSE MISSION IS TO BE AN EDUCATIONAL RESOURCE ON SUSTAINABLE GARDENING AND HEALTHY EATING. SMART FARM MANAGES THE ON-SITE GARDEN ON OVER 10 ACRES OF LAND OWNED BY ADVOCATE AND THE HARVESTED FRESH VEGETABLES ARE DONATED TO LOCAL FOOD PANTRIES. SIMILAR PARTNERSHIPS EXIST AT ADVOCATE SHERMAN AND ADVOCATE BROMENN. IN 2018, ADVOCATE ILLINOIS MASONIC ESTABLISHED A HOSPITAL-BASED FOOD PANTRY TO ADDRESS THE NEEDS OF FOOD INSECURE ONCOLOGY PATIENTS AND IN JANUARY 2019, THE PANTRY WAS EXPANDED TO INCLUDE FOOD INSECURE PATIENTS FROM FOUR NEW SERVICE LINES AND PROGRAMS. IN PARTNERSHIP WITH THE LAKEVIEW FOOD PANTRY, THE MEDICAL CENTER PROVIDES DRY GOOD FOOD BAGS, RE-USABLE WHEELIE GROCERY BAGS AND GIFT CARDS TO LOW-INCOME AND FOOD INSECURE PATIENTS. THE HEALTHY LIVING FOOD FARMACY PROGRAM, SUPPORTED BY A PARTNERSHIP BETWEEN THE GREATER CHICAGO FOOD DEPOSITORY AND ADVOCATE TRINITY'S LEADERSHIP, VOLUNTEERS AND COMMUNITY HEALTH DEPARTMENT, INVITES PATIENTS TO ATTEND BI-WEEKLY EVENTS TO TEACH THEM TO MAKE BETTER FOOD SELECTIONS FROM TABLES OF ASSORTED FRESH PRODUCE AND LOW-SODIUM, SHELF-STABLE PROTEINS.
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	OVERALL, ADVOCATE FUNDS MANY SYSTEM LEVEL PROGRAMS AND ACTIVITIES FOCUSED ON POSITIVELY AFFECTING THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY ADVOCATE. IN ADDITION TO THE MANY PROGRAM EXAMPLES PROVIDED PREVIOUSLY, ANOTHER SYSTEM-LEVEL FUNDED PROGRAM IS PROVIDED BELOW.PARISH NURSE MINISTRY. ADVOCATE FULLY FUNDS THREE FAITH COMMUNITY NURSE POSITIONS SERVING IN LOW-INCOME, HIGH NEED COMMUNITIES. THESE NURSES WORK IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND MULTIPLE CONGREGATIONS IN THE COMMUNITY. THEY WORK WITH AN ADVOCATE-FUNDED COMMUNITY CONNECTOR TO CARRY OUT PROGRAMS THAT ADDRESS HEALTH ISSUES RAISED BY THE COMMUNITY AS CRITICAL TO THEM. THIS INCLUDES INITIATIVES AROUND FOOD SECURITY, STRESS AND MENTAL WELL-BEING, CHRONIC DISEASE MANAGEMENT, AND COMMUNITY SAFETY. ADVOCATE ALSO SUPPORTS A FAITH COMMUNITY NURSE NETWORK OF 37 NURSES THAT SERVE CONGREGATIONS ACROSS THE CHICAGOLAND REGION.AT BOTH THE SYSTEM AND SITE LEVELS, ADVOCATE IS WORKING TO EXAMINE AND ADDRESS THE ROOT CAUSES OF HEALTH INEQUITIES IN OUR COMMUNITIES. SOCIONEEDS INDEX. ADVOCATE PURCHASED ACCESS TO A TOOL FOR ITS 2014-2016 CHNA CYCLE THAT COULD BE USED BY ALL OF ITS HOSPITALS TO IDENTIFY PRIORITY OPPORTUNITIES TO IMPACT THE SOCIAL DETERMINANTS OF HEALTH IN THE COMMUNITIES SERVED BY ADVOCATE. INCLUDED IN THIS TOOL, WHICH WAS DEVELOPED BY CONDUENT HEALTHY COMMUNITIES INSTITUTE, IS THE SOCIONEEDS INDEX. THE SOCIONEEDS INDEX IS A MEASURE OF SOCIOECONOMIC NEED THAT IS CORRELATED WITH POOR HEALTH OUTCOMES. INDICATORS FOR THE INDEX ARE WEIGHTED TO MAXIMIZE THE CORRELATION OF THE INDEX WITH PREMATURE DEATH RATES AND PREVENTABLE HOSPITALIZATION RATES. THIS INDEX COMBINES MULTIPLE SOCIOECONOMIC INDICATORS INTO A SINGLE COMPOSITE VALUE. AS A SINGLE INDICATOR, THE INDEX CAN SERVE AS A CONCISE WAY TO EXPLAIN WHICH AREAS ARE OF HIGHEST NEED. A MAP WAS THEN PREPARED FOR EACH HOSPITAL SERVICE AREA ENABLING THE COMMUNITY HEALTH COUNCILS TO FOCUS PRIORITY SETTING AND PROGRAM PLANNING ON COMMUNITIES AT HIGHER LEVELS OF SOCIOECONOMIC NEED. THE INDEX WAS AGAIN USED FOR ADVOCATE'S 2017-2019 CHNA PROCESS.ADVOCATE CONTINUES TO WORK LOCALLY AND NATIONALLY WITH MANY PROMINENT COMMUNITY PARTNERS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. EXAMPLES OF THESE EFFORTS INCLUDE THE FOLLOWING. HEALTH CARE ANCHOR NETWORK (HAN). IN DECEMBER 2016, ADVOCATE JOINED LEADERS FROM HEALTH SYSTEMS IN WASHINGTON, DC, TO EXPLORE WHAT IT WOULD MEAN TO HARNESS THEIR SHARED ECONOMIC AND INTELLECTUAL POWER TO TRULY BENEFIT THEIR COMMUNITIES. "THE DISCUSSION CENTERED ON IDENTIFYING HOW ALL OF THESE ECONOMIC ASSETS (THE COMBINED PURCHASES OF $65 BILLION IN PURCHASED GOODS AND SERVICES, 1.4 MILLION EMPLOYEES AND $200 BILLION IN INVESTMENT AND ENDOWMENT PORTFOLIOS), COMBINED WITH CIVIC LEADERSHIP COULD BE DEPLOYED TO CREATE INCLUSIVE, EQUITABLE, HEALTHY AND ENVIRONMENTALLY SUSTAINABLE COMMUNITIES" (ADVANCING THE ANCHOR MISSION OF HEALTHCARE, DEMOCRACY COLLABORATIVE, 2017). ADVOCATE AURORA, IN ALIGNMENT WITH THIS STRATEGY, HAS LAUNCHED TWO SIGNIFICANT INITIATIVES TO ADDRESS HEALTH EQUITY IN THE COMMUNITIES IT SERVES. ADVOCATE AURORA $50M INVESTMENT PLEDGE. IN 2019, ADVOCATE AURORA ANNOUNCED A NATIONALLY RECOGNIZED COMMITMENT TO INVEST $50 MILLION WITH COMMUNITY DEVELOPMENT FINANCE INSTITUTIONS (CDFIS) BY 2025 TO SUPPORT AFFORDABLE HOUSING, FOOD CENTERS AND SMALL BUSINESS DEVELOPMENT IN UNDERSERVED COMMUNITIES. THIS INVESTMENT STRATEGY UNDERGIRDS ADVOCATE AURORA'S ANCHOR APPROACH ADDRESSING HEALTH INEQUITY IN THE COMMUNITIES WE SERVE. IN 2020, THE COMMUNITY INVESTMENT COMMITTEE DEVELOPED THE ADVOCATE AURORA COMMUNITY INVESTMENT POLICY TO GOVERN THE WORK, RESEARCHED BEST PRACTICES NATIONALLY AND SCREENED MULTIPLE CDFIS, LEADING TO THE DEVELOPMENT OF THREE INITIAL PARTNERSHIPS THAT WILL ADVANCE $31 MILLION OF THE FUNDING FOR LOCAL DEPLOYMENT. ADVOCATE AURORA PURCHASING COMMITMENT. ADVOCATE AURORA IS AMONG THE FIRST FIVE HEALTH SYSTEMS WHO HAVE MADE A COMMITMENT AS MEMBERS OF THE HEALTH CARE ANCHOR NETWORK TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE BY FOCUSING ON INCREASING DIVERSE PURCHASING SPEND AND MEETING IMPORTANT ENVIRONMENTAL SUSTAINABILITY METRICS. "WE KNOW THAT SOCIAL AND ENVIRONMENTAL DETERMINANTS HEAVILY IMPACT HEALTH OUTCOMES AND THAT DEEPLY EMBEDDED ECONOMIC AND RACIAL INEQUITIES DRIVE SUBSTANTIAL HEALTH DISPARITIES, WHICH HAVE BECOME EVEN MORE STARK IN THE CURRENT CONTEXT. WE BELIEVE THAT ALIGNING OUR PURCHASING POWER WITH OUR CLINICAL AND COMMUNITY EFFORTS TO IMPROVE SOCIETAL HEALTH AND WELLBEING REPRESENTS THE EVOLVING MISSION OF HEALTH" (HAN IMPACT PURCHASING COMMITMENT, 2020-2021). ADVOCATE IS ALSO STRENGTHENING CORPORATE OPTIONS THROUGH HUMAN RESOURCE, SUPPLY CHAIN, ENVIRONMENTAL STEWARDSHIP AND INVESTMENT POLICIES TO IMPACT THE SOCIAL DETERMINANTS OF HEALTH IN THE COMMUNITIES IT SERVES.ENVIRONMENTAL LEADERSHIP. REDUCING WASTE, CONSERVING ENERGY AND WATER, MINIMIZING USE OF TOXIC CHEMICALS, AND CONSTRUCTING ECO-FRIENDLY BUILDINGS FOR TODAY AND TOMORROWALL OF THESE EFFORTS HAVE A DIRECT BENEFIT ON THE HEALTH OF LOCAL COMMUNITIES VIA CLEANER COMMUNITIES, HEALTHIER AIR QUALITY, REDUCED GREENHOUSE GASES AND PRESERVATION OF NATURAL RESOURCES. AS ADVOCATE CONTINUES WORK TO REDUCE THE ENVIRONMENTAL AND HEALTH IMPACTS OF HEALTH CARE, THE SYSTEM'S ENVIRONMENTAL STEWARDSHIP PRACTICES EASE THE BURDEN OF HEALTH CARE COSTS BOTH DIRECTLY (LOWER ENERGY COSTS) AND INDIRECTLY (LOWER ENVIRONMENTALLY-RELATED DISEASE BURDEN), AND HELP SAVE PRECIOUS RESOURCES FOR FUTURE GENERATIONS. IN ADDITION TO CONTINUING TO REDUCE OUR OWN ENVIRONMENTAL IMPACTS AS A HEALTH CARE ORGANIZATION, ADVOCATE ALSO PROVIDES NATIONAL LEADERSHIP AND MENTORING IN SUSTAINABLE HEALTH CARE THROUGH THE MEMBERSHIP AND PARTICIPATION IN SEVERAL SUSTAINABILITY LEADERSHIP COUNCILS AND GROUPS. THESE COLLABORATIVE PARTNERSHIPS ADDRESS MULTIPLE SUSTAINABILITY ISSUES, INCLUDING ANTIBIOTIC OVERUSE IN AGRICULTURE, SAFER CHEMICALS IN FURNISHINGS AND MEDICAL PRODUCTS, CLIMATE CHANGE, CLINICAL PLASTICS RECYCLING, AND ENVIRONMENTALLY-PREFERABLE AND LOCAL PURCHASING, THUS SPURRING MOVEMENT TOWARD HEALTHIER AND MORE SUSTAINABLE PRACTICES THROUGHOUT THE HEALTH CARE SECTOR AND WIDER MARKETPLACE. THESE COLLABORATIVE PARTNERSHIPS INCLUDE THE: HEALTHCARE ANCHOR NETWORK; HEALTH CARE CLIMATE COUNCIL; HEALTHCARE PLASTICS RECYCLING COALITION HEALTHCARE FACILITY ADVISORY BOARD; PRACTICE GREENHEALTH MARKET TRANSFORMATION GROUPLESS MEAT, BETTER MEAT; PRACTICE GREENHEALTH MARKET TRANSFORMATION GROUPSAFER CHEMICALS; PREMIER'S ENVIRONMENTAL ADVISORY COUNCIL; AND SIGNATORY OF THE CHEMICAL FOOTPRINT PROJECT.ENVIRONMENTALLY-RESPONSIBLE INVESTING. ADVOCATE INSTITUTES AN ENVIRONMENTALLY-BASED SOCIAL SCREEN FOR ITS MARKETABLE INVESTMENT PROGRAM. ALL COMPANIES IN SEPARATELY MANAGED ACCOUNTS ARE SCORED ON ENVIRONMENTAL PRACTICES, BEHAVIOR AND CONTROVERSIES. POOR-SCORING COMPANIES ARE SCREENED OUT OF THE INVESTMENT PROGRAM. PROJECT C.U.R.E. (COMMISSION ON URGENT RELIEF AND EQUIPMENT). ADVOCATE IS A MEDICAL EQUIPMENT AND SUPPLY DONATION PARTNER OF PROJECT C.U.R.E., THE WORLD'S LEADING MEDICAL SUPPLY DISTRIBUTION ORGANIZATION BENEFITING RESOURCE-LIMITED AREAS ACROSS THE GLOBE. SURPLUS MEDICAL SUPPLIES AND DECOMMISSIONED EQUIPMENT ARE DONATED TO PROJECT C.U.R.E. AND MANY ADVOCATE ASSOCIATES VOLUNTEER TIME AT ITS WAREHOUSESORTING AND PACKAGING SUPPLIES FOR DISTRIBUTION OVERSEAS. IN 2020, ADVOCATE DONATED A TOTAL OF 53 PALLETS OF MISCELLANEOUS MEDICAL SUPPLIES AND 14 PIECES OF MEDICAL EQUIPMENT TO PROJECT C.U.R.E.SUSTAINABLE BUILDINGS AND OPERATIONS. SUSTAINABILITY, SAFETY AND EFFICIENCY ARE CORE ELEMENTS OF ADVOCATE BUILDING AND OPERATIONS PROGRAMS. IN 2008, ADVOCATE EMBARKED ON A JOURNEY TO REDUCE ITS CARBON FOOTPRINT AND TO BECOME THE MOST ENERGY EFFICIENT HEALTH SYSTEM IN THE COUNTRY. BY 2015, ADVOCATE HAD REDUCED ENERGY CONSUMPTION BY 23% FROM THE 2008 BASELINE. WHILE AGGRESSIVELY CONTINUING ENERGY EFFICIENCY PROJECTS, IT NOW AIMS TO TRANSITION TO 100% RENEWABLE ELECTRICITY BY 2030.IN 2020, 85% OR 3,090 TONS OF ADVOCATE CONSTRUCTION WASTE WAS RECYCLED. ADVOCATE PURSUES LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) CERTIFICATION FOR ALL NEW MAJOR BUILDINGS AND UTILIZES A RIGOROUS, INTERNAL TOOL CALLED THE HEALTHY SPACES ROADMAP TO ENSURE SUSTAINABILITY IN ALL ITS RENOVATIONS AND PROJECTS. TO DATE, ADVOCATE HAS COMPLETED SIX MAJOR PROJECTS THAT HAVE RECEIVED LEED SILVER OR GOLD CERTIFICATION.
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	ADVOCATE COMBINES SUSTAINABLE FACILITIES WITH ENVIRONMENTALLY-FRIENDLY OPERATIONS AND PURCHASES. THIS INCLUDES WASTE MINIMIZATION AND RECYCLING, REDUCING CHEMICALS IN FURNITURE AND CLEANING PRODUCTS, PURCHASING MEAT RAISED WITHOUT ANTIBIOTICS, AND OTHER ECO-FRIENDLY PRODUCTS, ALL OF WHICH HAVE COMMUNITY HEALTH IMPACTS IN THEIR LIFE CYCLE. IN 2020, ADVOCATE ACHIEVED THE FOLLOWING. AVOIDED 1,392 MTCO2E OF GREENHOUSE GASES (EQUIVALENT TO 3.4 MILLION MILES OF DRIVING) THROUGH ECO-FRIENDLY MANAGEMENT OF ANESTHETIC GASES. 96% OF ADVOCATE'S 2020 FURNITURE PURCHASES AVOIDED FIVE KEY CHEMICALS OF CONCERN. SPENT OVER $65,000 ON THIRD PARTY CERTIFIED GREEN CLEANERS IN 2020 (83% OF TOTAL PURCHASES IN FIVE KEY CLEANING CATEGORIES). $886,000 OF ADVOCATE'S MEAT PURCHASES SUPPORTED PRODUCERS WHO RAISE THEIR ANIMALS WITHOUT THE USE OF ANTIBIOTICS. COPY PAPER USED CONTAINS 30% POST-CONSUMER RECYCLED CONTENT AND IS FOREST STEWARDSHIP COUNCIL CERTIFIED. REDUCED PAPER USAGE BY 23% FROM 2019 LEVELS--AVOIDING USE OF 48,600 REAMS OF PAPER. RECYCLED 3,390 TONS OF WASTE FROM HOSPITAL OPERATIONS. RECYCLED 85 PERCENT, OR 3,090 TONS, OF CONSTRUCTION AND DEMOLITION DEBRIS. SAVED 36 TONS OF WASTE FROM LANDFILL AND SAVED $1.6 MILLION VIA SURGICAL AND MEDICAL DEVICE REPROCESSING PROGRAMS.STAKEHOLDER HEALTH. ADVOCATE IS A FOUNDING MEMBER AND INVESTING PARTNER OF STAKEHOLDER HEALTH, FORMERLY KNOWN AS THE HEALTH SYSTEMS LEARNING GROUP. MEMBERS OF ADVOCATE STAFF SERVE ON THE ADVISORY COUNCIL AND HAVE BEEN ACTIVELY INVOLVED IN OFFERING THOUGHT LEADERSHIP AS WELL AS CONTRIBUTING TO THE WRITING OF TWO SEMINAL DOCUMENTSA 2013 HEALTH SYSTEMS LEARNING GROUP MONOGRAPH HTTPS://STAKEHOLDERHEALTH.ORG/PDF/ AND A 2016 BOOK, STAKEHOLDER HEALTH: INSIGHTS FROM NEW SYSTEMS OF HEALTH HTTPS://STAKEHOLDERHEALTH.ORG/STAKEHOLDER-HEALTH-CHAPTER-1/. THE LATTER PUBLICATION, DEVELOPED AND PUBLISHED WITH THE SUPPORT OF THE ROBERT WOOD JOHNSON FOUNDATION, IS A RICH AND DETAILED REVIEW OF SOME BEST PRACTICES IN THE AREAS OF COMMUNITY HEALTH IMPROVEMENT, AND CLINICAL AND COMMUNITY PARTNERSHIPS. THE FIRST RELEASE OF THE BOOK OCCURRED AT AN EVENT AT THE CHICAGO THEOLOGICAL SEMINARY AND WAS PLANNED AND EXECUTED BY ADVOCATE STAFF AND STAFF OF THE CENTER FOR FAITH AND COMMUNITY HEALTH TRANSFORMATION. STAKEHOLDER HEALTH ASPIRES TO IDENTIFY AND ACTIVATE A MENU OF PROVEN COMMUNITY HEALTH PRACTICES AND PARTNERSHIPS THAT WORK. ADVOCATE AURORA CONTINUES TO BE AN ACTIVE MEMBER AND LEADER OF STAKEHOLDER HEALTH.ADVOCATE BETHANY COMMUNITY HEALTH FUND (BETHANY FUND). AS INDICATED EARLIER, THE ADVOCATE BETHANY COMMUNITY HEALTH FUND WAS ESTABLISHED IN 2006 BY ADVOCATE AS PART OF AN ONGOING COMMITMENT TO HELP BUILD, PROMOTE AND SUSTAIN HEALTHY COMMUNITIES ON CHICAGO'S WEST SIDE. WHILE THE FUND CAME TO A CLOSE IN 2020, OVER THE YEARS THE BETHANY FUND SUPPORTED NONPROFIT ORGANIZATIONS THAT ARE IN THE COMMUNITIES HISTORICALLY SERVED BY ADVOCATE BETHANY HOSPITAL (NOW RML CHICAGO)INCLUDING AUSTIN, GARFIELD PARK, HUMBOLDT PARK AND NORTH LAWNDALE. THE BETHANY FUND DID THIS THROUGH PROGRAM GRANTS, ORGANIZATIONAL CAPACITY-BUILDING EVENTS AND PARTNERSHIPS TO BUILD ON THE ASSETS OF THESE COMMUNITIES. ADVOCATE WORKS TO LEVERAGE RESOURCES AND MAXIMIZE COMMUNITY ENGAGEMENT BY BUILDING AND STRENGTHENING COMMUNITY PARTNERSHIPS WITH HEALTH DEPARTMENTS AND OTHER DIVERSE COMMUNITY ORGANIZATIONS. A PRIMARY VALUE OF ADVOCATE'S COMMUNITY HEALTH DEPARTMENT IS COLLABORATION WITH PARTNERS, PREFERABLY THROUGH A COLLECTIVE IMPACT MODEL. IN ORDER TO ALIGN INITIATIVES WITH LOCAL HEALTH DEPARTMENTS AND THEIR COMMUNITY HEALTH PRIORITIES, ALL ADVOCATE HOSPITALS COLLABORATE WITH THEIR RESPECTIVE HEALTH DEPARTMENTS DURING THE CHNA AND HEALTH IMPROVEMENT (IMPLEMENTATION PLAN) CYCLES. ONE SUCH NOTABLE COLLABORATION IN WHICH ADVOCATE SYSTEM LEADERSHIP PLAYED A VITAL ROLE IS AS FOLLOWS. THE ALLIANCE FOR HEALTH EQUITY (FORMERLY KNOWN AS THE HEALTH IMPACT COLLABORATIVE OF COOK COUNTY [HICCC]). ADVOCATE HEALTH CARE (NOW KNOWN AS ADVOCATE AURORA HEALTH), PRESENCE HEALTH (NOW KNOWN AS AMITA HEALTH) AND THE ILLINOIS PUBLIC HEALTH INSTITUTE (IPHI) WERE THE THREE FOUNDING ORGANIZATIONS OF THE HEALTH IMPACT COLLABORATIVE OF COOK COUNTY. THESE ORGANIZATIONS INVITED HEALTH DEPARTMENTS AND ALL COOK COUNTY NONPROFIT HOSPITALS TO JOIN THEM IN CREATING WHAT IS NOW ONE OF THE LARGEST CHNA AND COMMUNITY HEALTH IMPROVEMENT COLLABORATIVES IN THE COUNTRY. THE INITIAL PARTICIPATING HOSPITALS AND HEALTH DEPARTMENTS WORKED TOGETHER TO DESIGN A SHARED LEADERSHIP MODEL AND COLLABORATIVE INFRASTRUCTURE TO SUPPORT COMMUNITY-ENGAGED PLANNING PARTNERSHIPS AND STRATEGIC ALIGNMENT OF IMPLEMENTATION PLANS TO FACILITATE MORE EFFECTIVE AND SUSTAINABLE COMMUNITY HEALTH IMPROVEMENT. IN LATE 2017, HICCC MERGED WITH THE HEALTHY CHICAGO HOSPITALS COLLABORATIVE TO CREATE THE ALLIANCE FOR HEALTH EQUITY (THE ALLIANCE). IPHI SERVES AS THE BACKBONE ORGANIZATION FOR THE COLLABORATIVE AND THE HOSPITALS PROVIDE FUNDING FOR THE SHARED ASSESSMENT AND COMMUNITY HEALTH IMPROVEMENT PLANNING WORK. IN 2019, THE ALLIANCE GREW TO INCLUDE 37 NONPROFIT AND PUBLIC HOSPITALS, SEVEN LOCAL HEALTH DEPARTMENTS AND MORE THAN 100 COMMUNITY ORGANIZATIONS. THE ALLIANCE FOR HEALTH EQUITY COMPLETED A COLLABORATIVE CHNA BETWEEN MARCH 2018 AND MARCH 2019.THIS COLLABORATIVE CHNA CAN BE VIEWED AT HTTPS://ALLHEALTHEQUITY.ORG/WP-CONTENT/UPLOADS/2019/06/FINAL_2019_CHNA-REPORT_ALLIANCE-FOR-HEALTH-EQUITY.PDF.PRIMARY AND SECONDARY DATA FROM A DIVERSE RANGE OF SOURCES WERE UTILIZED FOR ROBUST DATA ANALYSIS AND TO IDENTIFY COMMUNITY HEALTH NEEDS IN CHICAGO AND SUBURBAN COOK COUNTY. FOR THE 2019 CHNA, THE ALLIANCE FOR HEALTH EQUITY BUILT ON THE PREVIOUS COLLABORATIVE CHNA WORK (2016), PREVIOUS CHNA REPORTS FROM MEMBER HOSPITALS, HEALTHY CHICAGO 2.0 (2016), AND WEPLAN 2020 (2016). THE PRIORITY AREAS SELECTED BY THE ALLIANCE INCLUDE SOCIAL AND STRUCTURAL DETERMINANTS OF HEALTH, ACCESS TO CARE, MENTAL HEALTH AND SUBSTANCE USE DISORDERS, CHRONIC HEALTH CONDITIONS, INJURY INCLUDING VIOLENCE, AND MATERNAL/FETAL HEALTH. ALL PARTICIPATING HOSPITALS SELECTED SOME OF THE PRIORITIES TO ADDRESS IN THE AREAS SERVED. THERE ARE MULTIPLE WORK GROUPS ADDRESSING THE PRIORITY AREAS AND ADVOCATE STAFF SERVE ON MOST OF THE WORK GROUPS. ADVOCATE CONTINUES TO BE ACTIVELY INVOLVED IN LEADERSHIP OF THE ALLIANCE PARTNERSHIP, SERVING ON THE STEERING COMMITTEE. ADVOCATE HOSPITALS, AS WELL AS THE OTHER MEMBER HOSPITALS, PROVIDE THE MONETARY SUPPORT FOR THE COLLABORATIVE'S WORK AND SUPPORT THE COST OF STAFF AND OVERSIGHT PROVIDED BY THE ILLINOIS PUBLIC HEALTH INSTITUTE. ADVOCATE PROMOTES ACCOUNTABILITY FOR SYSTEM AND SITE ALIGNMENT BY INCREASING PROGRAM COORDINATION AND DEVELOPING STRONG GOVERNANCE RELATIONSHIPS.SYSTEM OVERSIGHT OF COMMUNITY HEALTH. KEY TO DEVELOPING STRONG GOVERNANCE RELATIONSHIPS IS ESTABLISHING SYSTEM BOARD ENGAGEMENT IN SUPPORT OF ADVOCATE'S COMMUNITY HEALTH VISION. AS THE FUNCTION ACCOUNTABLE FOR ADVOCATE'S SYSTEM-WIDE CHNA PROCESS AND BOTH CHNA AND STATE COMMUNITY BENEFITS REGULATORY REPORTING IN ILLINOIS, THE COMMUNITY HEALTH DEPARTMENT PROVIDES PROGRESS UPDATES AT LEAST ANNUALLY TO HOSPITAL AND SYSTEM LEADERSHIP. THE ADVOCATE HEALTH CARE NETWORK BOARD IS RESPONSIBLE FOR THE ADOPTION OF COMMUNITY HEALTH STRATEGY FOR ADVOCATE'S HOSPITALS. DURING ADVOCATE'S MOST RECENT CHNA CYCLE COMPLETED IN 2019 AND TO SUPPORT ADVOCATE HOSPITALS' PLANS TO IMPLEMENT PROGRAM STRATEGIES FOR 2020-2022, THE VICE PRESIDENT, COMMUNITY HEALTH-ILLINOIS, ANNUALLY ASSURES HOSPITAL-SPECIFIC COMMUNITY HEALTH DEPARTMENT BUDGETS ARE IN PLACE AT ALL ADVOCATE HOSPITALS. THESE BUDGETS SUPPORT ONGOING PROGRAM IMPLEMENTATION COSTS, STAFF SALARIES, ANNUAL CONTRACTED DATA ACCESS COSTS TO USE THE CHNA DATA TOOL, THE FEE TO PARTICIPATE IN THE ALLIANCE FOR HEALTH EQUITY (AHFE), USER FEES AND ANNUAL SUPPORT FOR THE LYON SOFTWARE CBISA (COMMUNITY BENEFITS INVENTORY FOR SOCIAL ACCOUNTABILITY) REPORTING TOOL. ONGOING SYSTEM LEVEL MONITORING OF BUDGETS SUPPORTS APPROPRIATE FUNDING TO SUSTAIN EXISTING AND IMPLEMENT NEW PROGRAMS THAT TARGET SELECTED COMMUNITY HEALTH PRIORITIES.
PART VI, 6. AFFILIATED HEALTH CARE SYSTEM CONT.	HOSPITAL GOVERNING COUNCILS. THE KEY TO PROMOTING ACCOUNTABILITY FOR COMMUNITY HEALTH THROUGHOUT ADVOCATE HAS BEEN SYSTEM IMPLEMENTATION OF A STANDARDIZED PROCESS FOR COMMUNITY HEALTH ASSESSMENTS, REVIEW OF KEY FINDINGS, SELECTION OF KEY PRIORITIES TO ADDRESS AND DEVELOPMENT OF SITE-SPECIFIC IMPLEMENTATION PLANS. TO OVERSEE THIS PROCESS, THE SYSTEM EXPANDED THE ROLE OF THE HOSPITAL GOVERNING COUNCILS TO INCLUDE OVERSIGHT OF THE CHNA PROCESS AND APPROVAL OF THE HOSPITAL CHNA REPORTS AND IMPLEMENTATION STRATEGIES. THIS HAS RESULTED IN COMMUNITY HEALTH BEING STRONGLY INTEGRATED INTO ADVOCATE GOVERNANCE STRUCTURES. COMMUNITY HEALTH COUNCILS COMPRISED OF COMMUNITY EXPERTS AND HOSPITAL LEADERS HAVE BEEN DEVELOPED AT EACH HOSPITAL. THESE COUNCILS ARE CO-LED BY THE HOSPITAL COMMUNITY HEALTH LEADER AND A HOSPITAL GOVERNING COUNCIL MEMBER. A MINIMUM OF 50% OF THE COUNCIL MEMBERS FOR THE 2019 CHNA REPORT CYCLE WERE COMMUNITY REPRESENTATIVES WITH A FOCUS ON PEOPLE WHO REPRESENTED UNDERSERVED AND VULNERABLE POPULATIONS. THE COUNCILS MEET MULTIPLE TIMES THE YEAR THAT THE HOSPITAL CHNA'S ARE COMPLETED, WHICH WAS MOST RECENTLY 2019. HOSPITAL COMMUNITY HEALTH STAFF ANALYZED AND PRESENTED PRIMARY AND SECONDARY COMMUNITY HEALTH DATA TO THE HOSPITALS' COMMUNITY HEALTH COUNCILS IN 2019. THE COUNCIL MEMBERS IDENTIFIED THE HOSPITAL SERVICE AREAS' SIGNIFICANT HEALTH NEEDS, SUBSEQUENTLY EMPLOYING A CONSENSUS BASED, PRIORITY-SETTING PROCESS TO DETERMINE THE NEEDS UPON WHICH TO FOCUS. AS PART OF THE PRIORITIZATION PROCESS, THE COUNCILS SCANNED HOSPITAL AND COMMUNITY CHALLENGES AND ASSETS, AS WELL AS POTENTIAL PARTNERSHIPS WITH OTHER ORGANIZATIONS THAT MIGHT RESULT IN A LARGER HEALTH IMPROVEMENT IMPACT.CHNA DATA ASSESSMENT RESULTS, RECOMMENDATIONS FOR HEALTH IMPROVEMENT PRIORITIES AND HIGH-LEVEL IMPLEMENTATION STRATEGIES WERE PRESENTED TO THE FULL HOSPITAL GOVERNING COUNCILS FOR ENDORSEMENT. ONCE THE HEALTH IMPROVEMENT PRIORITIES AND STRATEGIES WERE APPROVED BY THE HOSPITAL GOVERNING COUNCILS FOR THE MOST RECENT 2017-2019 CHNA CYCLE, THE RESULTS WERE PRESENTED TO THE ADVOCATE HEALTH CARE NETWORK BOARD FOR APPROVAL AS THE SENIOR BODY RESPONSIBLE FOR OVERSIGHT OF COMMUNITY HEALTH PLANNING AND IMPLEMENTATION STRATEGIES. SERVICE LINE AND POPULATION HEALTH ENGAGEMENT. TO SUPPORT FURTHER ALIGNMENT WITHIN ADVOCATE, THE SYSTEM COMMUNITY HEALTH DEPARTMENT HAS ALSO WORKED TO ENGAGE SYSTEM DEFINED CLINICAL SERVICE LINES IN EXPANDING THEIR FOCUS ON COMMUNITY HEALTH. ADVOCATE IS VIEWED AS A LEADER IN THE POPULATION HEALTH MANAGEMENT ARENA. AN EARLY ADOPTER OF MANAGING CARE ACROSS POPULATIONS, ADVOCATE HAS SIGNIFICANT SUCCESS IMPROVING HEALTH OUTCOMES WHILE DECREASING OR MAINTAINING COST OF CARE DELIVERY. ADVOCATE'S COMMUNITY HEALTH DEPARTMENT HAS INTENTIONALLY ALIGNED WITH ADVOCATE POPULATION HEALTH LEADERS AND ADVOCATE SERVICE LINES. THIS ALIGNMENT ASSURES THAT MEMBERS OF THE COMMUNITIES ADVOCATE SERVES AND OUR PATIENTS RECEIVE COMMUNITY-BASED INTERVENTIONS, AS WELL AS EDUCATION AND PROGRAMMING, THAT ALIGNS WITH THEIR HEALTH NEEDS. FOLLOWING ARE TWO EXAMPLES OF EDUCATION AND PROGRAMMING ALIGNED WITH POPULATION HEALTH AND SERVICE LINE DEVELOPMENT THAT REFLECT THIS INTEGRATED APPROACH. BEHAVIORAL HEALTH. AS MENTIONED EARLIER, BEHAVIORAL HEALTH COUNCIL INTEGRATION STRATEGIES HAVE INCLUDED COMMUNITY HEALTH STAFF OFFERING THE EVIDENCE-BASED MENTAL HEALTH FIRST AID CLASSES TO TARGETED COMMUNITY MEMBERS FOR THE PURPOSE OF REDUCING STIGMA, AND TRAINING COMMUNITY MEMBERS TO RECOGNIZE MENTAL HEALTH ISSUES AND UNDERSTAND APPROPRIATE INTERVENTIONS.ADVOCATE PHYSICIAN PARTNERS (APP). ADVOCATE POPULATION HEALTH LEADERS AND ADVOCATE COMMUNITY HEALTH LEADERS ARE ALSO PARTNERING TO DEVELOP NEW APPROACHES TO PATIENT SCREENING AND RESOURCING FOR SOCIAL DETERMINANTS OF HEALTH. ADVOCATE ALSO PROVIDES AN INFRASTRUCTURE TO ALLOW COMMUNITY MEMBERS WITH AN OPPORTUNITY TO VOLUNTEER AT VARIOUS ADVOCATE SITES OF CARE, AS WELL AS PROVIDING OPPORTUNITIES FOR ADVOCATE TEAM MEMBERS TO VOLUNTEER IN THE COMMUNITIES SERVED BY ADVOCATE.VOLUNTEERS FROM THE COMMUNITY. EACH YEAR, VOLUNTEERS FROM THE COMMUNITY SHARE THEIR TIME AND TALENTS THROUGH SERVICE AT ADVOCATE'S HOSPITALS, ADVOCATE MEDICAL GROUP AND ADVOCATE AT HOME, AND IN THEIR OWN WAY, FURTHER ADVOCATE'S COMMITMENT TO PROVIDING EXCELLENT HEALTH CARE. IN 2020, MOST VOLUNTEERS WERE LIMITED TO SERVING FROM JANUARY THROUGH MID-MARCH DUE TO ADVOCATE'S ADHERENCE TO COVID-19 SAFETY GUIDELINES, WHICH SIGNIFICANTLY REDUCED THE HOURS THEY WERE ABLE TO DEVOTE TO ADVOCATE SITES. EVEN STILL, ADVOCATE STAFF MANAGED 2,743 ACTIVE COMMUNITY VOLUNTEERS IN 2020 THAT ENGAGED PATIENTS, FAMILIES AND STAFF IN A VARIETY OF ACTIVITIES, SOME OF WHICH WERE: PROVIDING INFORMATION DESK SERVICES TO VISITORS; CLERICAL SUPPORT TO STAFF; SERVING CUSTOMERS IN HOSPITAL GIFT AND RESALE SHOPS; OFFERING COMPASSIONATE CONCERN TO PATIENTS AND THEIR LOVED ONES IN MULTIPLE HOSPITAL AREAS, SUCH AS THE EMERGENCY DEPARTMENT, INTENSIVE CARE UNIT, SURGERY WAITING ROOM, POST-ANESTHESIA CARE AND NURSERY INTENSIVE CARE UNITS; ASSISTING WITH COMMUNITY HEALTH SCREENINGS AND BLOOD DRIVE EVENTS; PROVIDING CHEERFUL SERVICE TO PATIENTS BY DELIVERING FLOWERS, MAIL AND NEWSPAPERS; AND PROVIDING SUPPORT SERVICES IN THE HOSPITAL THAT HAVE LIBRARIES AND/OR WELLNESS CENTERS. ADVOCATE TEAM MEMBERS (STAFF) VOLUNTEERING IN THE COMMUNITY. ADVOCATE TEAM MEMBERS (EMPLOYEES) AND PHYSICIANS ARE ENCOURAGED TO DONATE TO, VOLUNTEER AT AND HELP RAISE FUNDS FOR COMMUNITY INITIATIVES. ADVOCATE PROMOTES AND SUPPORTS TEAM MEMBER, PHYSICIAN AND HOSPITAL PARTICIPATION IN FOUR COMPANY-SPONSORED WALKS FOR MULTIPLE HEALTH-RELATED, NOT-FOR-PROFIT ORGANIZATIONS, INCLUDING THE AMERICAN HEART ASSOCIATION (AHA HEART WALK), AMERICAN CANCER SOCIETY (MAKING STRIDES AGAINST BREAST CANCER), ALZHEIMER'S ASSOCIATION (WALK TO END ALZHEIMER'S) AND THE MARCH OF DIMES (MARCH FOR BABIES). IN 2020, DUE TO THE COVID-19 PANDEMIC, THESE WALKS WERE HELD VIRTUALLY WITH 1,324 ADVOCATE TEAM MEMBERS REGISTERED TO WALK IN THE ANNUAL LOCAL FUNDRAISERS AND $214,390 IN CHARITABLE CONTRIBUTIONS RAISED TO SUPPORT THESE PARTNER ORGANIZATIONS AT THE COMMUNITY EVENTS. IN 2020, ADVOCATE WAS DESIGNATED BY THE AMERICAN HEART ASSOCIATION AS THE #2 HEART WALK FUNDRAISING HEALTH CARE COMPANY IN THE NATION AND THE #1 HEALTH CARE COMPANY IN THE MIDWEST. IN ADDITION, ADVOCATE'S ASSOCIATES AND PHYSICIANS GENEROUSLY SUPPORT MULTIPLE LOCAL COMMUNITY ORGANIZATIONS, PROGRAMS AND INITIATIVES, INCLUDING SOME OF ADVOCATE'S OWN SYSTEM-WIDE AND HOSPITAL-BASED COMMUNITY HEALTH PROGRAMS. IN 2020, ADVOCATE ASSOCIATES, NURSES AND PHYSICIANS CONTRIBUTED NEARLY $1.2M THROUGH THE ANNUAL ADVOCATE AURORA GIVE WELL CAMPAIGN.

Schedule H (Form 990) 2020

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
ADVOCATE SHERMAN HOSPITAL

Employer identification number
36-2167920

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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" on 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	(h) Purpose of grant or assistance
(1) CORPORATION FOR SUPPORTIVE HOUSING 50 BROADWAY FL 17 NEW YORK,NY100043816	13-3600232	501(C)(3)	14,513	SUPPORT EXEMPT MISSION
(2) ELGIN COMMUNITY COLLEGE FND 1700 SPARTAN DR ELGIN,IL60123	36-3358690	501(C)(3)	21,767	SUPPORT EXEMPT MISSION
(3) ADVOCATE HEALTH CARE NETWORK 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515	36-2167779	501(C)(3)	100,000,000	SUPPORT EXEMPT MISSION

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

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2020

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)

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

Schedule I (Form 990) 2020

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

Yes

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 on Line 1a? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

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 on 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 on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1WILLIAM P SANTULLI FORMER DIRECTOR	(i) (ii)	0 ------------- 1,066,673	0 ------------- 1,571,597	0 ------------- 67,913	0 ------------- 258,437	0 ------------- 35,049	0 ------------- 2,999,669	0 ------------- 319,972
2DOMINIC J NAKIS TREASURER	(i) (ii)	0 ------------- 788,017	0 ------------- 1,151,310	0 ------------- 62,250	0 ------------- 194,724	0 ------------- 28,084	0 ------------- 2,224,385	0 ------------- 245,312
3MIKE LAPPIN SECRETARY	(i) (ii)	0 ------------- 721,806	0 ------------- 816,406	0 ------------- 41,704	0 ------------- 170,220	0 ------------- 18,178	0 ------------- 1,768,314	0 ------------- 292,557
4MICHAEL GREBE ASSISTANT SECRETARY	(i) (ii)	0 ------------- 540,499	0 ------------- 598,967	0 ------------- 41,558	0 ------------- 131,982	0 ------------- 0	0 ------------- 1,313,006	0 ------------- 180,815
5KAREN LAMBERT INTERIM PRESIDENT, DIRECTOR	(i) (ii)	0 ------------- 624,009	0 ------------- 413,478	0 ------------- 30,140	0 ------------- 103,592	0 ------------- 35,755	0 ------------- 1,206,974	0 ------------- 96,077
6LESLIE LENZO ASSISTANT TREASURER	(i) (ii)	0 ------------- 579,502	0 ------------- 264,550	0 ------------- 62,116	0 ------------- 92,380	0 ------------- 11,410	0 ------------- 1,009,958	0 ------------- 80,332
7NAN NELSON ASSISTANT TREASURER	(i) (ii)	0 ------------- 482,832	0 ------------- 295,537	0 ------------- 37,603	0 ------------- 95,664	0 ------------- 0	0 ------------- 911,636	0 ------------- 145,573
8SHELLY HART ASSISTANT SECRETARY	(i) (ii)	0 ------------- 503,641	0 ------------- 221,328	0 ------------- 32,158	0 ------------- 95,306	0 ------------- 18,178	0 ------------- 870,611	0 ------------- 91,432
9AZMEY MATARIEH DIRECTOR	(i) (ii)	0 ------------- 496,904	0 ------------- 250,374	0 ------------- 22	0 ------------- 8,550	0 ------------- 5,616	0 ------------- 761,466	0 ------------- 0
10JAMES DOHENY ASSISTANT TREASURER	(i) (ii)	0 ------------- 399,917	0 ------------- 174,832	0 ------------- 25,480	0 ------------- 67,207	0 ------------- 26,076	0 ------------- 693,512	0 ------------- 55,763
11MICHAEL KERNS ASSISTANT SECRETARY	(i) (ii)	0 ------------- 348,133	0 ------------- 151,530	0 ------------- 25,103	0 ------------- 59,895	0 ------------- 30,647	0 ------------- 615,308	0 ------------- 47,983
12LINDA DEERING DEAN FORMER PRESIDENT, DIRECTOR	(i) (ii)	0 ------------- 0	326,241 ------------- 0	280,000 ------------- 0	0 ------------- 0	0 ------------- 0	606,241 ------------- 0	0 ------------- 0
13STEVE HUSER ASSISTANT TREASURER	(i) (ii)	0 ------------- 322,068	0 ------------- 126,492	0 ------------- 28,058	0 ------------- 68,729	0 ------------- 12,365	0 ------------- 557,712	0 ------------- 50,708
14JAMES SLINKMAN ASSISTANT SECRETARY	(i) (ii)	0 ------------- 311,772	0 ------------- 135,726	0 ------------- 18,072	0 ------------- 54,796	0 ------------- 31,143	0 ------------- 551,509	0 ------------- 43,451
15NICOLE PAULK DIRECTOR	(i) (ii)	0 ------------- 326,600	0 ------------- 143,138	0 ------------- 37,221	0 ------------- 8,550	0 ------------- 24,562	0 ------------- 540,071	0 ------------- 0
16RAJA CHATTERJI MD DIRECTOR	(i) (ii)	0 ------------- 343,300	0 ------------- 86,702	0 ------------- -5,502	0 ------------- 8,550	0 ------------- 33,315	0 ------------- 466,365	0 ------------- 0
17SHERI DE SHAZO DIRECTOR, PRESIDENT	(i) (ii)	285,923 ------------- 0	25,000 ------------- 0	85,734 ------------- 0	32,037 ------------- 0	24,553 ------------- 0	453,247 ------------- 0	0 ------------- 0
18MARY KANE FORMER OFFICER	(i) (ii)	0 ------------- 0	0 ------------- 134,815	0 ------------- 292,541	0 ------------- 0	0 ------------- 16,046	0 ------------- 443,402	0 ------------- 0
19BRUCE HYMAN CHIEF MEDICAL OFFICER	(i) (ii)	307,280 ------------- 0	98,448 ------------- 0	1,593 ------------- 0	8,550 ------------- 0	24,102 ------------- 0	439,973 ------------- 0	0 ------------- 0
20RACHEL BAER MD DIRECTOR	(i) (ii)	0 ------------- 321,804	0 ------------- 77,544	0 ------------- 2,306	0 ------------- 8,550	0 ------------- 25,109	0 ------------- 435,313	0 ------------- 0
21DAMON HAVILL FORMER OFFICER	(i) (ii)	0 ------------- 280,699	0 ------------- 74,828	0 ------------- 16,556	0 ------------- 8,550	0 ------------- 27,078	0 ------------- 407,711	0 ------------- 0
22KEVIN FITCH FORMER OFFICER	(i) (ii)	0 ------------- 293,174	0 ------------- 61,118	0 ------------- 8,434	0 ------------- 8,550	0 ------------- 27,572	0 ------------- 398,848	0 ------------- 0
23MICHAEL ROSENBERG DIRECTOR MED EM & CLINICAL	(i) (ii)	323,980 ------------- 0	0 ------------- 0	2,857 ------------- 0	8,550 ------------- 0	1,125 ------------- 0	336,512 ------------- 0	0 ------------- 0
24MELISSA O'NEIL FORMER OFFICER	(i) (ii)	0 ------------- 239,404	0 ------------- 49,972	0 ------------- 7,270	0 ------------- 8,550	0 ------------- 12,604	0 ------------- 317,800	0 ------------- 0
25EARL J BARNES II FORMER OFFICER	(i) (ii)	0 ------------- 0	0 ------------- 175,605	0 ------------- 116,346	0 ------------- 0	0 ------------- 37	0 ------------- 291,988	0 ------------- 0
26JO AMICK FORMER OFFICER	(i) (ii)	0 ------------- 194,589	0 ------------- 56,989	0 ------------- 2,383	0 ------------- 7,541	0 ------------- 10,757	0 ------------- 272,259	0 ------------- 0
27SUSAN CAMPBELL FORMER DIRECTOR	(i) (ii)	0 ------------- 0	0 ------------- 122,952	0 ------------- 136,436	0 ------------- 0	0 ------------- 4,054	0 ------------- 263,442	0 ------------- 0
28PATRICK UPLEGGER DIRECTOR PHARMACY	(i) (ii)	190,478 ------------- 0	25,414 ------------- 0	-3,376 ------------- 0	6,472 ------------- 0	10,568 ------------- 0	229,556 ------------- 0	0 ------------- 0
29SHARON MCGREGOR PHARMACIST	(i) (ii)	184,843 ------------- 0	800 ------------- 0	4,756 ------------- 0	0 ------------- 0	25,317 ------------- 0	215,716 ------------- 0	0 ------------- 0
30JOAN KANUTE FORMER HIGHEST COMPENSATED	(i) (ii)	166,085 ------------- 0	20,318 ------------- 0	-1,914 ------------- 0	5,588 ------------- 0	16,033 ------------- 0	206,110 ------------- 0	0 ------------- 0
31PAUL DRAHOS FORMER HIGHEST COMPENSATED	(i) (ii)	0 ------------- 162,593	0 ------------- 14,294	0 ------------- -2,946	0 ------------- 5,300	0 ------------- 17,477	0 ------------- 196,718	0 ------------- 0
32CHERI MOORE DIRECTOR	(i) (ii)	165,038 ------------- 0	18,576 ------------- 0	366 ------------- 0	0 ------------- 0	562 ------------- 0	184,542 ------------- 0	0 ------------- 0
33CHERI GOLL FORMER HIGHEST COMPENSATED	(i) (ii)	93,165 ------------- 0	62,839 ------------- 0	8,065 ------------- 0	4,680 ------------- 0	37 ------------- 0	168,786 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

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
SCHEDULE J, PART I, LINE 4A	THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT NOTED BELOW. EARL J. BARNES II, FORMER ASSISTANT SECRETARY, $116,346 MARY M. MARTINI, DIRECTOR, $16,329 SUSAN CAMPBELL, DIRECTOR, $137,500 MARY KANE, VICE PRESIDENT NURSING, $296,978 THE ABOVE PAYMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
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) 2020

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

Return Reference	Explanation
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT,	POPULATION SERVED. ADVOCATE SHERMAN PROVIDES QUALITY HEALTH CARE TO INDIVIDUALS REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2020, THE HOSPITAL'S PHYSICIANS AND TEAM MEMBERS TREATED 13,044 INPATIENT ADMISSIONS, INCLUDING 2,068 DELIVERIES, AND HANDLED 248,462 OUTPATIENT VISITS. AS A LEVEL II TRAUMA CENTER, ADVOCATE SHERMAN PROVIDED 586 TRAUMA VISITS AND 50,507 EMERGENCY DEPARTMENT VISITS IN 2020. ADVOCATE SHERMAN SERVES A PRIMARY SERVICE AREA (PSA) INCLUDING 301,055 PEOPLE WHO RESIDE IN THE ILLINOIS COMMUNITIES OF ALGONQUIN, CARPENTERSVILLE, DUNDEE, ELGIN, GILBERTS, HUNTLEY, LAKE IN THE HILLS AND SOUTH ELGIN (DATA UPDATED JANUARY 2019). THE PERCENT OF THE FAMILIES IN THE POPULATION LIVING BELOW THE FEDERAL POVERTY LEVEL (FPL) WAS 7.3% FOR THE PSA AS COMPARED TO 9.8% FOR THE STATE ACCORDING TO JANUARY 2019 DATA (CLARITAS 2019). THERE ARE SEVERAL COMMUNITIES IN THE HOSPITAL'S PSA WHICH ARE FINANCIALLY CHALLENGED, WITH A HIGHER PERCENTAGE LIVING BELOW POVERTY THAN THE STATE, INCLUDING CARPENTERSVILLE WITH 14.55% OF THE FAMILIES IN THE POPULATION LIVING BELOW POVERTY, AND ELGIN (60120) AT TWELVE PERCENT. THE PSA MEDIAN HOUSEHOLD INCOME IS $80,036. A HIGH PORTION OF THE PSA POPULATION IS OF LATINO ETHNICITY (TWENTY-NINE PERCENT). THERE IS ALSO A LOW RATE OF AFRICAN AMERICAN POPULATION (4.79%) IN THE PSA. COMMITMENT TO THE COMMUNITY. EVEN IN THE FACE OF LOW REIMBURSEMENTS, ADVOCATE SHERMAN IS DEDICATED TO MAINTAINING A STRONG PRESENCE WITHIN ITS COMMUNITY AND CONTINUES TO MONITOR EXPENDITURES TO MAKE CERTAIN THAT THE PROGRAMS AND SERVICES SUPPORTED ARE IN DIRECT RESPONSE TO COMMUNITY NEED. IN 2020, ADVOCATE SHERMAN PROVIDED OVER $64.2 MILLION IN COMMUNITY BENEFIT PROGRAMS AND SERVICESAN INCREASE OF OVER $22.6 MILLION AS COMPARED TO THE TOTAL COMMUNITY BENEFIT REPORTED FOR THE PREVIOUS YEAR. THESE BENEFITS INCLUDED NOT ONLY THE COST OF FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID AND MEDICARE, FOR EXAMPLE, BUT ALSO THE COST FOR IMPLEMENTING AND SUSTAINING PROGRAMS SPECIFICALLY DESIGNED TO MEET THE HEALTH CARE NEEDS OF THE COMMUNITY. PARTNERING TO ASSESS COMMUNITY NEEDS. ADVOCATE SHERMAN HAS BEEN WORKING COLLABORATIVELY WITH THE MCHENRY COUNTY DEPARTMENT OF PUBLIC HEALTH AND THE KANE COUNTY HEALTH DEPARTMENT TO ASSESS THE HEALTH NEEDS OF THE COMMUNITY. PARTICIPATING IN THE COUNTY-WIDE HEALTH ASSESSMENTS LED BY BOTH HEALTH DEPARTMENTS, ADVOCATE SHERMAN'S COMMUNITY HEALTH TEAM MEMBERS HAVE PLAYED IMPORTANT ROLES ON THE EXECUTIVE LEADERSHIP OVERSIGHT COMMITTEES AND SUB-COMMITTEES OF THESE INITIATIVES. OTHER SHERMAN HOSPITAL LEADERS SERVE IN KEY LEADERSHIP ROLES IN THE OVERSIGHT COMMITTEES OF BOTH COUNTIES, AS WELL AS SERVING ON MANY SUBCOMMITTEES. ADVOCATE SHERMAN ALSO FOCUSES ITS INTERNAL STRENGTHS TO ASSESS COMMUNITY NEEDS AND TO GUIDE PROGRAM DEVELOPMENT. THE HOSPITAL'S COMMUNITY HEALTH DEPARTMENT PLAYS A KEY ROLE IN WORKING COLLABORATIVELY WITH INTERNAL HOSPITAL DEPARTMENTS AS WELL AS WITH COMMUNITY PARTNERS TO ENHANCE THE HEALTH OF THE COMMUNITY. COMMUNITY STRATEGY AND EXAMPLES OF PROGRAMS AND SERVICE ACCOMPLISHMENTS. AS A HOSPITAL WITHIN THE ADVOCATE AURORA HEALTH SYSTEM, ADVOCATE SHERMAN IMPLEMENTATION PLANS AND STRATEGIES ALIGN WITH THE ADVOCATE AURORA SYSTEM STRATEGY. THROUGH THIS COMMUNITY STRATEGY, THE HOSPITAL WILL BUILD HEALTH EQUITY, ENSURE ACCESS AND IMPROVE HEALTH OUCOMES IN ITS COMMUNITY THROUGH EVIDENCE-INFORMED SERVICES AND INNOVATIVE PARTHERSHIPS BY ADDRESSING MEDICAL NEEDS AND SOCIAL DETERMINANTS OF HEALTH. BASED ON NEED AND EFFECT ON HEALTH EQUITY AS IDENTIFIED IN THE ADVOCATE AURORA HOSPITALS' CHNA REPORTS AND IN INDUSTRY LITERATURE, THE FOLLOWING SIX FOCUS AREAS HAVE BEEN PRIORITIZED AND ARE THE FOUNDATION ON WHICH THE HOSPITAL-SPECIFIC IMPLEMENTATION PLANS ARE BUILT. THE FOCUS AREAS ARE: 1) ACCESS TO PRIMARY MEDICAL HOMES; 2) ACCESS TO BEHAVIORAL HEALTH SERVICES; 3) WORKFORCE DEVELOPMENT; 4) COMMUNITY SAFETY; 5) AFFORDABLE HOUSING; AND 6) WORKFORCE DEVELOPMENT. EACH STRATEGY FOCUS AREA AND EXAMPLES OF ADVOCATE SHERMAN-SPECIFIC PROGRAMS AND ACTIVITIES ADDRESSING THAT STRATEGY ARE PROVIDED BELOW. 1. ACCESS/PRIMARY MEDICAL HOMES. MOBILE INTEGRATED HEALTH (MIH). TO IMPROVE THE CARE COORDINATION AND REDUCE READMISSIONS OF THE CHRONICALLY ILL PATIENTS AT ADVOCATE SHERMAN AS THEY TRANSITION FROM HOSPITAL TO HOME, A HOSPITAL-BASED MIH SYSTEM HAS BEEN CREATED. NATIONAL DATA SHOWS THAT MOBILE CARE HELPS PREVENT HOSPITAL READMISSIONS, ESPECIALLY IN AREAS WHERE PEOPLE HAVE LIMITED ACCESS TO HEALTH CARE AND TRADITIONAL HOME HEALTH SERVICES ARE RESTRICTED DUE TO A VARIETY OF REASONS. THE MIH PARTNERSHIP BETWEEN A PHYSICIAN AND AN ON-STAFF PARAMEDIC, ALLOWS OUTREACH TO PATIENTS IN THEIR HOMES. THIS IS IMPORTANT WHEN THE PATIENT IS UNABLE TO MAKE A SCHEDULED CLINIC VISIT OR WHEN SYMPTOMS/CONDITIONS ARISE THAT WOULD BENEFIT FROM AN IN-PERSON HOME ASSESSMENT WITH COMMUNICATION BACK TO THE PHYSICIAN TO DETERMINE THE PLAN OF CARE. ADDITIONALLY, IN 2018, THE STATE OF ILLINOIS APPROVED THE ADDITION OF PROVIDING IV MEDICATIONS FOR HEART FAILURE PATIENTS THAT HAVE FLUID RETENTION. ANOTHER ADDITION WAS THE ABILITY TO SEE CANCER CARE PATIENTS FOR SYMPTOM MANAGEMENT. IN 2020, THERE WERE 132 PATIENTS ENROLLED IN THE PROGRAM (58 HEART FAILURE, 34 CHRONIC OBSTRUCTIVE PULMONARY DISEASE [COPD], 18 DIABETES, THREE ASTHMA, TWO POST MI, 13 PNEUMONIA AND FOUR CANCER CARE). OF THE 132 PATIENTS ENROLLED, THERE WAS ONLY ONE PATIENT THAT WAS READMITTED TO THE HOSPITAL WITHIN 30 DAYS. IN 2020, THERE WAS A REDUCTION OF FIFTY-TWO PERCENT IN HOSPITAL ADMISSIONS AND A REDUCTION OF FIFTEEN PERCENT IN ED VISITS FOR THESE ENROLLED MIH PATIENTS, WITH A TOTAL OF $2,601,690 IN ESTIMATED COST AVOIDANCE. COMMUNITY HEALTH WORKERS (CHW) PROGRAM. IN JANUARY 2018, ADVOCATE SHERMAN IMPLEMENTED A NEW ACCESS TO CARE COMMUNITY HEALTH WORKER (CHW) PROGRAM TO LINK PATIENTS TO A PRIMARY CARE PROVIDER. THE CHW WORKS FULL-TIME IN THE EMERGENCY DEPARTMENT TO MEET WITH PATIENTS C OMING IN FOR CARE FOR LOW-ACUITY REASONS AND EDUCATES THEM ON OTHER OPTIONS FOR CARE, SUCH AS THE ADVOCATE IMMEDIATE CARE CENTERS, WALGREENS CLINICS AND OTHER RETAIL-BASED CLINICS. THE CHW ALSO EDUCATES PATIENTS ON THEIR INSURANCE ENROLLMENT AND LINKS THEM TO A PRIMARY CARE PROVIDER (PCP) OR A FQHC FOR ONGOING CARE IF THEY DO NOT HAVE A MEDICAL HOME. IN 2020, THE PROGRAM WAS PAUSED DUE TO THE COVID-19 PANDEMIC. BREAST CANCER PREVENTION FOCUSED ON LOW-INCOME HISPANIC WOMEN. TO DECREASE THE ELEVATED INCIDENCE OF BREAST CANCER IN ELGIN'S LOW-INCOME HISPANIC FEMALE POPULATION, THE HOSPITAL HAS PARTNERED WITH THE WOMEN'S ORGANIZATION FOR WELLNESS (WOW) TO PROVIDE BREAST CANCER SCREENINGS, PREVENTION EDUCATION AND OUTREACH. THE HOSPITAL'S AUXILIARY HAS BEEN PROVIDING ANNUAL FUNDING TO WOW TO PAY FOR WOMEN TO RECEIVE FREE MAMMOGRAMS. WOW DISTRIBUTES A VOUCHER TO THE PATIENT AT HEALTH EVENTS, PHYSICIAN OFFICES, OR THROUGH THE GREATER ELGIN FAMILY CARE CENTER OR VNA HEALTH CARE, BOTH LOCAL FEDERALLY QUALIFIED HEALTH CENTERS. IN 2020, WOW PROCESSED 12 SCREENING MAMMOGRAMS, 1 DIAGNOSTIC MAMMOGRAM AND 2 ULTRASOUNDS, FOR A TOTAL OF 15 MAMMOGRAMS COMPLETED. DURING THIS TIME, NO CANCERS WERE DETECTED. COMMUNITY-BASED HISPANIC COUNCIL. DIABETES IS ONE OF THE COSTLIEST AND HIGHLY PREVALENT CHRONIC DISEASES IN THE U.S., AFFECTING NEARLY 20 PERCENT OF LATINO MEN AND WOMEN. THIS IS EVIDENT IN THE HIGH RATES OF ED VISITS AND HOSPITALIZATIONS FOR DIABETES-RELATED COMPLICATIONS IN ADVOCATE SHERMAN'S SERVICE AREA. TO COMBAT THIS EPIDEMIC, ADVOCATE SHERMAN HAS ESTABLISHED A CROSS-SECTOR, COMMUNITY-BASED HISPANIC COUNCIL TO ADVISE ON THE DEVELOPMENT OF A DIABETES PROGRAM FOR THE LATINO COMMUNITY. IN 2020, THE PROGRAM WAS PAUSED DUE TO THE COVID-19 PANDEMIC. 2. ACCESS/BEHAVIORAL HEALTH SERVICES. WARM HANDOFF PROGRAM. IN 2019, ADVOCATE SHERMAN BEGAN PLANNING WITH GATEWAY FOUNDATION, A SUBSTANCE USE TREATEMENT PROVIDER, TO IMPLEMENT THE WARM HANDOFF PROGRAM. THE PROGRAM INTEGRATES A GATEWAY-EMPLOYED ENGAGEMENT SPECIALIST INTO THE ADVOCATE SHERMAN ED. EMERGENCY DEPARTMENT STAFF REFER PATIENTS WITH OPIOID USE DISORDER TO BE ASSESSED BY THE ENGAGEMENT SPECIALIST FOR SUBSTANCE USE AND THEN THE PATIENT IS COUNSELED AND ASSISTED TO START SUBSTANCE USE TREATMENT IN THE COMMUNITY. ON SEPTEMEBER 21, 2020, THE PROGRAM WAS INITIATED AT ADVOCATE SHERMAN. BY THE END OF 2020, THE GATEWAY ENGAGEMENT SPECIALIST COMPLETED 69 SCREENINGS, 59 PATIENTS WERE REFERRED TO TREATMENT AND 17 PATIENTS BEGAN SUBSTANCE USE TREATMENT. ADVOCATE SHERMAN ALSO CONTINUED ITS LONG-STANDING PARTNERSHIP WITH THE ECKER CENTER, WHICH PROVIDES ONSITE STAFF AT ADVOCATE SHERMAN TO ASSESS PATIENTS IN THE ED WHO ARE BEING SEEN FOR MENTAL HEALTH REASONS.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT,	3. WORKFORCE DEVELOPMENT. PROMOTING READING AND LITERACY. ADVOCATE SHERMAN HAS BEEN WORKING TO IMPROVE LITERACY IN THE COMMUNITY. LOW LITERACY IS ASSOCIATED WITH POOR HEALTH, QUALITY OF LIFE AND ECONOMIC OPPORTUNITY. TO SET ELGIN FAMILIES ON COURSE FOR A HEALTHY LIFE, ADVOCATE SHERMAN HAS PARTNERED WITH THE GAIL BORDEN PUBLIC LIBRARY, UNITED WAY OF ELGIN AND SCHOOL DISTRICT U-46 FOR THE "WELCOME BABY" INITIATIVE, WHICH PROMOTES LITERACY AND EARLY READING OPPORTUNITIES. THROUGH THIS INITIATIVE, ALL NEWBORNS LIVING WITHIN THE GAIL BORDEN DISTRICT RECEIVE A LIBRARY CARD AND PARENTS ARE INVITED TO A "BABY'S FIRST LIBRARY VISIT," WHERE THEY CAN CHECK OUT "BABY BUNDLES" BOOKS AND PARTICIPATE IN LITERACY CLASSES IN ENGLISH OR SPANISH. IN 2020, 111 BABIES RECEIVED LIBRARY CARDS PRIOR TO THE PROGRAM BEING SUSPENDED DUE TO COVID-19. FAMILIES ARE ALSO ENROLLED IN UNITED WAY OF ELGIN'S DOLLY PARTON IMAGINATION LIBRARY PROGRAM, WHICH SENDS A BOOK A MONTH TO CHILDREN FROM BIRTH THROUGH AGE FIVE. HEALTH CARE CAREER DEVELOPMENT. IN 2020, ADVOCATE SHERMAN CONTINUED ITS PARTNERSHIP WITH ELGIN COMMUNITY COLLEGE, THE YWCA OF ELGIN AND SCHOOL DISTRICT U-46, INCLUDING PARTICIPATION IN THE DISTRICT U-46 CAREER FAIR, AND ADVISING STUDENTS ON HOW TO PREPARE FOR HEALTH CARE CAREER OPPORTUNITIES. TRAINING OF GREATER ELGIN EMS. ADVOCATE SHERMAN'S FULL-TIME PARAMEDIC INSTRUCTOR AND FULL-TIME EMS CONTINUING EDUCATION COORDINATOR TRAIN ALL NEW REGION 9 PARAMEDICS AND ALL EXISTING GREATER ELGIN EMS PERSONNEL IN EMS REGION 9. 4. COMMUNITY SAFETY. REGION 9 EMERGENCY MEDICAL SERVICES. AS BRIEFLY MENTIONED EARLIER, THE GREATER ELGIN AREA EMS SYSTEM IS OPERATED OUT OF ADVOCATE SHERMAN. ALL NEW PARAMEDICS COMPLETE TRAINING AT ADVOCATE SHERMAN AND ALL EXISTING GREATER ELGIN EMS PERSONNEL COMPLETE THEIR CONTINUING EDUCATION AT THE HOSPITAL. EMS STAFF ARE TRAINED BY A FULL-TIME PARAMEDIC INSTRUCTOR AND A FULL-TIME EMS CONTINUING EDUCATION COORDINATOR WHO ARE EMPLOYED BY THE HOSPITAL. ADVOCATE SHERMAN ALSO COLLABORATES WITH EMERGENCY MEDICAL SERVICE PROVIDERS TO SHARE BEST PRACTICE INFORMATION THROUGHOUT ILLINOIS DEPARTMENT OF PUBLIC HEALTH (IDPH) DESIGNATED REGION 9. 5. HOUSING. ADVOCATE SHERMAN IS NOT CURRENTLY ENGAGED IN WORK RELATED TO HOUSING. 6. FOOD SECURITY. FOOD SECURITY. IN 2018, ADVOCATE SHERMAN, AS PART OF EFFORTS TO ADDRESS OBESIY AND OBESITY-RELATED DISEASES, DEVELOPED A PROCESS TO PROVIDE EXCESS PRODUCE FROM THE ON-SITE COMMUNITY GARDEN TO HOSPITAL DIABETES CENTER PATIENTS. THE DISTRIBUTION OF FRESH PRODUCE FROM THE GARDEN, WHICH BEGAN IN MARCH 2018, IS FOR PATIENTS WHO ARE IDENTIFIED AS FOOD INSECURE BASED ON THE HUNGER VITAL SIGN QUESTIONNAIRE SCREENING. IN ADDITION, THE HOSPITAL INITIATED A NEW PARTNERSHIP WITH THE ELGIN COMMUNITY COLLEGE (ECC) STUDENT FOOD PANTRY. ECC STUDENTS WERE ASSIGNED GARDEN PLOTS AT THE ADVOCATE SHERMAN COMMUNITY GARDEN AND THE PRODUCE THAT WAS HARVESTED WAS PROVIDED TO THE STUDENT FOOD PANTRY. IN THE 2020 GARDEN SEASON, 330 TOTAL POUNDS OF PRODUCE WAS PROVIDED TO THE YWCA IN ELGIN, FOOD FOR GREATER ELGIN LOCAL FOOD PANTRY AND THE ECC FOOD PANTRY. AS IDENTIFIED IN THE ADVOCATE SHERMAN CHNA, TWENTY-TWO PERCENT OF THE POPULATION HAS LOW FOOD ACCESS IN KANE COUNTY. THIS IS THE PERCENT OF THE POPULATION LIVING IN DESIGNATED FOOD DESERTS. IN 2018, ADVOCATE SHERMAN BEGAN DEVELOPING A FOOD INSECURITY (FI) SCREENING INITIATIVE. USING THE HUNGER VITAL SIGN SCREENING TOOL, INDIVIDUALS IN THE DIABETES CENTER AND ENROLLED PARTICIPANTS OF THE MOBILE INTEGRATED HEALTH PROGRAM WERE SCREENED AND REFERRED TO AREA FOOD PANTRIES, CONGREGATE MEAL PROGRAMS OR THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP). IN 2020, THE HOSPITAL UPDATED THE PUBLISHED COMPREHENSIVE FOOD AND NUTRITION RESOURCE GUIDE CONTAINING AREA RESOURCES IN BOTH ENGLISH AND SPANISH. HOWEVER, DUE TO COVID-19, THE PROGRAM FOR DISTRIBUTING THE RESOURCE GUIDE WAS PAUSED.
FORM 990, PART VI, SECTION A, LINE 2	FAMILY RELATIONSHIP BETWEEN INTERESTED PERSON KELLY DEERING AND ORGANIZATION: FAMILY MEMBER LINDA DEERING
FORM 990, PART VI, SECTION A, LINE 6	CORPORATE MEMBER THE BYLAWS PROVIDE FOR ADVOCATE HEALTH CARE NETWORK AS THE SOLE CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A	POWER TO ELECT OTHER MEMBERS ADVOCATE SHERMAN HOSPITAL HAS A SOLE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK, WHO ELECTS ITS DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	GOVERNANCE DECISIONS THE FOLLOWING REQUIRE A RECOMMENDATION INITIATED BY THE BOARD OF DIRECTORS AND THE SUBSEQUENT APPROVAL BY THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK, TO BE VALID: A) APPOINTMENT OF THE MEMBERS OF THE BOARD OR ITS AFFILIATES, OTHER THAN THE EX OFFICIO DIRECTORS; B) AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION OR ITS AFFILIATES; C) AMENDMENT OF THE BYLAWS OF THE CORPORATION OR ITS AFFILIATES; D) IMPLEMENTATION OF ANY CHANGE TO THE STRUCTURE OR OPERATION OF THE CORPORATION OR ITS AFFILIATES THAT COULD AFFECT THE CORPORATION'S OR ANY AFFILIATE'S TAX-EXEMPT STATUS; E) ADOPTION OF A STRATEGIC PLAN; F) APPROVAL OF THE CORPORATION'S OR ANY AFFILIATE'S ANNUAL CAPITAL PLAN; G) APPROVAL OF THE CORPORATION'S OR ANY AFFILIATE'S ANNUAL OPERATING BUDGET; H) TRANSFER OR ENCUMBRANCE OF ANY OF THE CORPORATION'S OR ANY AFFILIATE'S ASSETS BY PURCHASE, SALE, CAPITAL LEASE, MORTGAGE, DISPOSITION OR HYPOTHECATION IN EXCESS OF LIMITS ESTABLISHED BY THE CORPORATE MEMBER'S FINANCIAL APPROVAL POLICY; I) FILING OF A CERTIFICATE OF NEED OR EXEMPTION APPLICATION (OR ANY AMENDMENT THERETO) BY THE CORPORATION OR ANY AFFILIATE; J) DISSOLVING OR WINDING-UP THE CORPORATION, OR AN AFFILIATE, OR ABANDONING AN ENTIRE BUSINESS ENTERPRISE THEREOF; K) FILING ANY ACTION IN BANKRUPTCY OR RECEIVERSHIP REGARDING THE CORPORATION OR ANY AFFILIATE; L) THE SALE OR TRANSFER OF ANY MEMBER INTEREST, STOCK, OR OTHER OWNERSHIP INTEREST IN ANY AFFILIATE OF THE CORPORATION; M) THE MERGER OR CONSOLIDATION OF THE CORPORATION OR ANY AFFILIATE, OR THE FORMATION OF ANY PARTNERSHIP, CO-SPONSORSHIP ARRANGEMENT OR JOINT VENTURE BETWEEN OR AMONG THE CORPORATION OR ANY AFFILIATE AND ANY THIRD PARTY; N) ADOPTION OR AMENDMENT OF ANY POLICY, PROTOCOL OR PROCEDURE THAT IS INCONSISTENT WITH ONE OR MORE OF THE CORPORATE MEMBER'S SYSTEM-WIDE POLICIES, PROTOCOLS OR PROCEDURES OR THE CORPORATE MEMBER'S ARTICLES OF INCORPORATION AND/OR BYLAWS; PROVIDED, HOWEVER, THAT THIS COLLABORATIVE AUTHORITY DOES NOT ABROGATE THE POWER OF THE BOARD TO ADOPT POLICIES, PROTOCOLS AND/OR PROCEDURES FOR WHICH NO SYSTEM-WIDE POLICY, PROTOCOL OR PROCEDURE EXISTS AND THAT ARE RELATED SOLELY TO THE INTERNAL OPERATIONS OF THE CORPORATION AND/OR ANY OF ITS AFFILIATES; AND O) APPOINTMENT OF THE CORPORATION'S OFFICERS IDENTIFIED IN SECTION 6.2 OF THE CORPORATION'S BYLAWS. THE CORPORATE MEMBER MAY TAKE THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OR RECOMMENDATION OF THE BOARD OF DIRECTORS: A) REMOVAL OF ANY OF THE MEMBERS OF THE BOARD "FOR CAUSE" IN ACCORDANCE WITH SECTION 3.15 OF THE CORPORATION'S BYLAWS; B) THE INCURRENCE OR MODIFICATION OF SHORT OR LONG-TERM DEBT AND LEASE OBLIGATIONS; C) APPOINTMENT OR REMOVAL OF THE CORPORATION'S PRESIDENT OR CHIEF FINANCIAL OFFICER ("CFO"); D) ADOPTION OF AN ANNUAL CAPITAL PLAN FOR THE CORPORATION, BUT ONLY AFTER THE CORPORATE MEMBER HAS MADE A GOOD FAITH DETERMINATION THAT THE BOARD HAS NOT RECOMMENDED AN ACCEPTABLE ANNUAL CAPITAL PLAN IN A TIMELY MANNER; AND E) ADOPTION OF AN ANNUAL OPERATING BUDGET FOR THE CORPORATION, BUT ONLY AFTER THE CORPORATE MEMBER HAS MADE A GOOD FAITH DETERMINATION THAT THE BOARD HAS NOT RECOMMENDED AN ACCEPTABLE ANNUAL OPERATING BUDGET IN A TIMELY MANNER.
FORM 990, PART VI, SECTION B, LINE 11B	TAX PREPARATION AND REVIEW PROCESS 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. 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, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY 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 THE COMPLIANCE DEPARTMENT WITH A DISCLOSURE STATEMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW-UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD OR GOVERNING COUNCIL OR A COMMITTEE THEREOF OR A PERSON OF INTEREST, AND 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, SECTION B, LINE 15	EXECUTIVE COMPENSATION EXECUTIVE COMPENSATION AT ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD-APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS AND EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPENSATIONS 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 ONGOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: - DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC) - EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS) THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 24E	IX - 24: EMPLOYEE EXPENSES 34,970 IX - 24: FOOD SUPPLIES 90,613 IX - 24: MEMBERSHIP FEES 111,337 IX - 24: MINOR EQUIPMENT 569,796 IX - 24: OTHER 27,779,252 IX - 24: PUBLIC ASSESSMENT FEE 16,127,550 IX - 24: RELOCATION 144,329 IX - 24: REPAIR AND MAINTENANCE 1,416,754 IX - 24: SPECIAL PROJECT 2,524 IX - 24: VEHICLE EXPENSE 1,210 TOTAL OTHER EXPENSE: 46,278,335
FORM 990, PART XI, LINE 9:	TAX ADJUSTMENTS -516,252.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

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?
(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	Yes	No
(1)ADVOCATE HEALTH CARE NETWORK 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-2167779	PARENT CORP	IL	501(C)(3)	LINE 12C, III-FI	N/A		No
(2)ADVOCATE CONDELL MEDICAL CENTER 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 26-2525968	HEALTH CARE	IL	501(C)(3)	LINE 3	AHHC		No
(3)ADVOCATE NORTH SIDE HEALTH NETWORK 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-3196629	HEALTH CARE	IL	501(C)(3)	LINE 3	AHHC		No
(4)ADVOCATE HEALTH & HOSPITALS CORPORATION 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-2169147	HEALTH CARE	IL	501(C)(3)	LINE 3	AHCN		No
(5)ADVOCATE CHARITABLE FOUNDATION 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-3297360	FUNDRAISING	IL	501(C)(3)	LINE 7	AHCN		No
(6)EHS HOME HEALTH CARE SERVICE INC 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-2913108	HOME CARE	IL	501(C)(3)	LINE 10	AHHC		No
(7)MERIDIAN HOSPICE 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-3158667	HOSPICE CARE	IL	501(C)(3)	LINE 10	EHSHHCS		No
(8)MASONIC FAMILY HEALTH FOUNDATION INC 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-4397387	FUNDRAISING	IL	501(C)(3)	LINE 12A, I	MFHS		No
(9)SHERMAN WEST COURT 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 36-3725580	NURSING CARE	IL	501(C)(3)	LINE 10	ASH	Yes
(10)ADVOCATE AURORA HEALTH INC 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE,IL60515 82-4184596	SUPPORT ORG	DE	501(C)(3)	LINE 12D, III-O	N/A	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) DMA SURGERY CENTER 2357 SEQUOIA DRIVE AURORA,IL60506 36-3890298	MEDICAL SERVICES	IL	N/A				No			No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) ADVOCATE HOME CARE PRODUCTS 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515 36-3315416	HEALTH SERVICES	IL	N/A	C					No
(2) EVANGELICAL SERVICES CORPORATION 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515 36-3208101	MGMT SERVICES	IL	N/A	C					No
(3) HIGH TECHNOLOGY INC 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515 36-3368224	MEDICAL SERVICES	IL	N/A	C					No
(4) DREYER CLINIC INC 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515 36-2690329	MEDICAL SERVICES	IL	N/A	C					No
(5) BROMENN PHYSICIAN MANAGEMENT CORPORATION 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515 37-1313150	MEDICAL SERVICES	IL	N/A	C					No
(6) PARKSIDE CENTER CONDO ASSOCIATION 1775 WEST DEMPSTER STREET PARK RIDGE,IL60068 36-3452486	PROPERTY MGMT	IL	N/A	C					No
(7) THE DELPHI GROUP IV INC 1425 N RANDALL ROAD ELGIN,IL60123 36-4017279	HEALTH COST MGT	IL	N/A	C					No
(8) ADVOCATE HPN NFP 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE,IL60515 81-0893878	HEALTH IMPRV	IL	N/A	C					No
(9) ADVOCATE INSURANCE SPC 878 W BAY RD PO BOX 1159 GRAND CAYMAN KY1-1102 CJ 98-0422925	INSURANCE	CJ	N/A	C					No
(10) ADVOCATE HEALTH PARTNERS 1701 WEST GOLF ROAD ROLLING MEADOWS,IL60008 36-4032117	HEALTH CARE MGT	IL	N/A	C					No
(11) ADVOCATE PHYSICIAN PARTNERS ACCTBLE CARE 1701 WEST GOLF ROAD ROLLING MEADOWS,IL60008 45-5498384	HEALTH CARE MGT	IL	N/A	C					No
(12) ADVOCATE PHYSICIAN PTNRS RISK PURC GROUP 1701 WEST GOLF ROAD ROLLING MEADOWS,IL60008 38-3914173	GROUP MALPRACTICE	IL	N/A	C					No

Schedule R (Form 990) 2020

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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 CHARITABLE FOUNDATION	C	314,833	COST
(2) ADVOCATE SHERMAN WEST COURT	Q	9,438	COST
(3) ADVOCATE SHERMAN WEST COURT	P	2,080,681	COST
(4) ADVOCATE HEALTH CARE NETWORK	E	73,865	COST
(5) ADVOCATE HEALTH CARE NETWORK	B	100,000,000	COST

Schedule R (Form 990) 2020

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

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) 2020

Additional Data

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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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	1,802
6	Total number of volunteers (estimate if necessary) .............	6	324
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	19,120
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,329,470	29,015,086
9	Program service revenue (Part VIII, line 2g) .........	438,203,079	430,989,627
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	24,250,717	-6,066,633
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	2,071,021	2,073,599
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	465,854,287	456,011,679
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	47,819	100,118,567
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)	131,356,225	129,298,820
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	299,680,963	331,829,515
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	431,085,007	561,246,902
19	Revenue less expenses. Subtract line 18 from line 12.......	34,769,280	-105,235,223
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	554,453,581	492,165,077
21	Total liabilities (Part X, line 26).............	309,339,737	352,802,710
22	Net assets or fund balances. Subtract line 21 from line 20.....	245,113,844	139,362,367

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 507,653,454 including grants of $ 100,118,567 ) (Revenue $ 405,884,761 )
	FINANCIAL ASSISTANCE (CHARITY CARE) AND TRAUMA CARE. PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY.AS PART OF ITS COMMUNITY HEALTH STRATEGY, ADVOCATE SHERMAN HOSPITAL (ADVOCATE SHERMAN) IS COMMITTED TO PROMOTING INITIATIVES THAT ENAHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. AN EXAMPLE OF THIS IS THE PROVISION OF FINANCIAL ASSISTANCE. ADVOCATE SHERMAN OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED, AND PROVIDING DISCOUNTS TO UNINSURED AND INSURED PATIENTS. PATIENTS EARNING UP TO SIX TIMES THE FPL, AND INSURED PATIENTS EARNING UP TO TWO AND HALF TIMES THE FPL, MAY QUALIFY FOR A FULL OR PARTIAL FINANCIAL ASSISTANCE DISCOUNT. ADDITIONALLY, A CATASTROPHIC ASSISTANCE DISCOUNT IS AVAILABLE FOR UNINSURED AND INSURED PATIENTS WHOSE INCOMES EXCEED THE TRADITIONAL FINANCIAL ASSISTANCE INCOME GUIDELINES AND HAVE OUTSTANDING PATIENT BALANCES OF $25,000 OR MORE FOR A SINGLE DATE OF SERVICE OR SUM OF SEVERAL DATES OF SERVICE. THESE PATIENTS MAY QUALIFY TO RECEIVE A FINANCIAL ASSISTANCE DISCOUNT THAT REDUCES THEIR OUTSTANDING BALANCE TO 25% OF THEIR NET INCOME. FOR UNINSURED PATIENTS, ADVOCATE SHERMAN WILL PRESUMPTIVELY PROVIDE FINANCIAL ASSISTANCE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY. IN THESE CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA ARE NOT AVAILABLE FOR UNINSURED PATIENTS, FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. ADVOCATE SHERMAN EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL. THE HOSPITAL CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP. THE HOSPITAL MAINTAINS HIGHLY VISIBLE SIGNAGE AND BROCHURES IN MULTIPLE LANGUAGES TO INFORM PATIENTS OF THE AVAILABILITY OF FINANCIAL HELP AND FINANCIAL COUNSELORS. INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAM AND AN APPLICATION 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 FINANCIAL ASSISTANCE PROGRAM.

4b	(Code: ) (Expenses $ 3,033,771 including grants of $ ) (Revenue $ )
	PROVISION OF NURSING EDUCATION AND OTHER MEDICAL PROFESSIONALS' EDUCATION. ADVOCATE SHERMAN STAFF DEVOTE THEIR TIME TO DEVELOPING PROFICIENCY AND EXCELLENCE IN NURSING STUDENTS SENT TO THE HOSPITAL FROM AREA COLLEGES AND UNIVERSITIES. THE HOSPITAL'S REGISTERED NURSES SUPERVISED AND TAUGHT 297 UNDERGRADUATE NURSING STUDENTS AT A COST OF NEARLY $1 MILLION TO THE HOSPITAL IN 2020. ADVOCATE SHERMAN STAFF ALSO TRAIN STUDENTS FROM AREA COLLEGES AND UNIVERSITIES IN OTHER CLINICAL AREAS AS WELL INCLUDING, BUT NOT LIMITED TO, PHYSICAL, OCCUPATIONAL, SPEECH AND REHABILITATION THERAPY, ULTRASOUND, MAMMOGRAPHY, PHARMACY, LABORATORY, AS WELL AS DIETARY AND HEALTH INFORMATION MANAGEMENT, AT A COST OF NEARLY $2 MILLION.

4c	(Code: ) (Expenses $ 35,252,150 including grants of $ ) (Revenue $ 25,104,866 )
	HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. ADVOCATE SHERMAN CLINICIANS PROVIDE CARE TO THE COMMUNITY BOTH AT THE HOSPITAL AND IN THE COMMUNITY. ADVOCATE SHERMAN HAS MORE THAN 35 YEARS OF CARDIOVASCULAR EXCELLENCE FOCUSING ON PROACTIVELY PREVENTING, DIAGNOSING AND TREATING AN ARRAY OF HEART CONDITIONS. AS AN ACCREDITED CHEST PAIN CENTER THROUGH THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, ADVOCATE SHERMAN IS DEDICATED TO THE CARE OF ITS CARDIAC PATIENTS. THIS ACCREDITATION MEANS THAT THE HOSPITAL INTEGRATES THE INDUSTRY'S BEST PRACTICES TO PROVIDE THE BEST POSSIBLE OUTCOMES IN CARDIAC CARE. THE HOSPITAL'S HEART FAILURE PROGRAM HAS ACHIEVED ADVANCED CERTIFICATION IN HEART FAILURE DESIGNATION FOR BEST PRACTICES IN CARING FOR HEART FAILURE PATIENTS. IN 2020, ADVOCATE SHERMAN PROVIDED 305 INPATIENT CARDIAC CATHERIZATIONS AND 90 INPATIENT CARDIOVASCULAR OPEN-HEART SURGERIES.ADVOCATE SHERMAN IS RECOGNIZED AS A CENTER OF EXCELLENCE IN TREATING DISEASES AND INJURIES OF MUSCLES, BONES AND JOINTS AND IS A LEADER IN STATE-OF-THE-ART ORTHOPEDIC DIAGNOSTIC AND TREATMENT OPTIONS. DEPENDING ON THE INJURY OR ILLNESS, TREATMENT CAN RANGE FROM NON-SURGICAL OPTIONS, SUCH AS CASTS, SPLINTS AND PHYSICAL THERAPY, TO SURGICAL OPTIONS, FROM MINIMALLY INVASIVE ARTHROSCOPY TO TOTAL JOINT REPLACEMENT. IN 2020, ADVOCATE SHERMAN PERFORMED 1,630 ORTHOPEDIC SURGERIES (INPATIENT AND OUTPATIENT).ADVOCATE SHERMAN'S CANCER CARE CENTER IS ACCREDITED THROUGH THE COMMISSION ON CANCER (COC) AND THE NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS (NAPBC). THE HOSPITAL IS A LEADER IN THE GREATER ELGIN AREA FOR CANCER CAREPROMOTING HEALTHY LIFESTYLES, FOCUSING ON PREVENTIVE AND INNOVATIVE MEDICINE, ESTABLISHING A COMPREHENSIVE GENETIC PROGRAM, SECURING NURSE NAVIGATION, ENHANCING THE ONCOLOGY SERVICE LINE (INPATIENT, OUTPATIENT AND COMMUNITY), AS WELL AS PARTNERING WITH THE AMERICAN CANCER SOCIETY, LIVING WELL AND JOURNEY CARE. IN ADDITION, THE HOSPITAL PARTICIPATED IN A COLEMAN GRANT FOR SUPPORTIVE ONCOLOGY AND NATIONAL CANCER INSTITUTE/YALE UNIVERSITY GRANT FOR DISTRESS SCREENING. THE HOSPITAL IS ALSO FOCUSED ON DEVELOPING NEW EDUCATION AND PREVENTION PROGRAMS (INCLUDING COLORECTAL CANCER OUTREACH AND SCREENINGS, AND LUNG CANCER SCREENINGS), ENHANCEMENTS TO GENETIC COUNSELING, THE ADDITION OF AN ONCOLOGY NURSE NAVIGATION RESOURCE, INCLUDING AN ONCOLOGY FINANCIAL NAVIGATOR AND A PARTNERSHIP WITH ADVOCATE LUTHERAN GENERAL FOR RESEARCH AND CLINICAL TRIALS.ADVOCATE SHERMAN'S PRIMARY STROKE CENTER IS ACCREDITED THROUGH DET NORSKE VERITAS HEALTHCARE, INC. (DNV HEALTHCARE). THE SCOPE OF THE PROGRAM ENCOMPASSES THE ADULT POPULATION ENTERING THE HOSPITAL WITH A HEMORRHAGIC/ISCHEMIC STROKE OR TRANSIENT ISCHEMIC ATTACK (TIA) DIAGNOSIS. DATA IS ABSTRACTED, SUBMITTED AND REPORTED THROUGH THE STROKE DATA REGISTRY AND THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. OTHER IMPORTANT HOSPITAL-BASED SERVICES INCLUDE A COMPREHENSIVE DIABETES CENTER, A BIRTHING CENTER PROFICIENT IN HANDLING HIGH RISK DELIVERIES AND AN EMERGENCY DEPARTMENT AND LEVEL II TRAUMA CENTER. IN 2016, A NEW COMPLETE CARE CENTER WAS LAUNCHED AT ADVOCATE SHERMAN HOUSING THE HEART FAILURE RECOVERY CENTER, DIABETES AND NUTRITION CARE CENTER, ANTI-COAGULANTION CLINIC AND THE WOUND CARE CENTER. THE COMPLETE CARE CENTER IS LOCATED ADJACENT TO THE HEART AND VASCULAR CENTER AND OUTPATIENT PHYSICAL THERAPY UNIT FOR EASE OF ACCESS AND COORDINATED APPOINTMENTS FOR OUTPATIENTS. IN 2020, THE COMPLETE CARE CENTER PROVIDED 14,830 PATIENT VISITS. HOSPITAL CLINICIANS ALSO PROVIDE CARE TO PATIENTS AT SEVERAL OFF-SITE LOCATIONS INCLUDING THREE IMMEDIATE CARE CENTERS FOR IMAGING, LABORATORY, PHYSICAL REHABILITATION AND PRIMARY CARE SERVICES, AS WELL AS SERVICES PROVIDED AT A NURSING/REHABILITATION CENTER AND A STAND-ALONE IMAGING CENTER. ADVOCATE SHERMAN CLINICIANS LEAD PRENATAL/ CHILDBIRTH, PARENTING EDUCATION AND DIABETES EDUCATION CLASSES. THE HOSPITAL ALSO PROVIDES SUPPORT GROUPS FOCUSED ON INDIVIDUALS STRUGGLING WITH HEALTH ISSUES, SUCH AS DIABETES, HEART DISEASE, CANCERS, OSTOMIES AND BREASTFEEDING.DESCRIPTION OF ADVOCATE SHERMAN HOSPITAL. ADVOCATE HEALTH CARE BASED IN ILLINOIS AND AURORA HEALTH CARE BASED IN WISCONSIN MERGED TO BECOME ADVOCATE AURORA HEALTH IN APRIL 2018. ADVOCATE SHERMAN IS A 255-BED NOT-FOR-PROFIT HOSPITAL LOCATED IN ELGIN, ILLINOIS, AND IS ONE OF 27 ACUTE CARE HOSPITALS IN THE ADVOCATE AURORA HEALTH SYSTEM. ADVOCATE SHERMAN PROVIDES ACUTE INPATIENT AND OUTPATIENT MEDICAL CARE TO INDIVIDUALS RESIDING IN THE GREATER ELGIN, ILLINOIS AREA. FOUNDED IN 1888, THE HOSPITAL HAS EXPANDED ITS SERVICES TO SEVERAL OFF-SITE LOCATIONS, INCLUDING THREE IMMEDIATE CARE CENTERS AND A STAND-ALONE IMAGING CENTER. AT ALL THESE SITES OF CARE, THE HOSPITAL'S 867 CREDENTIALED PHYSICIANS AND 1,727 TEAM MEMBERS (EMPLOYEES) PROVIDE QUALITY AND COMPASSIONATE CARE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES RECEIVED. THE HOSPITAL HAS OPERATED IN ITS CURRENT LOCATION ON RANDALL ROAD SINCE DECEMBER 2009. ADVOCATE SHERMAN HAS BEEN RECOGNIZED FOR ITS COMMITMENT TO CONTINUALLY IMPROVING PERFORMANCE AND PATIENT CARE AS DEMONSTRATED THROUGH ITS ACHIEVEMENT OF SEVERAL AWARDS. CONSIDERED THE NATIONAL "GOLD STANDARD" FOR NURSING EXCELLENCE AMONG HOSPITALS, THE HOSPITAL HAS RECEIVED MAGNET RECOGNITION BY THE AMERICAN NURSES CREDENTIALING CENTER, AN AFFILIATE OF THE AMERICAN NURSES ASSOCIATION. MAGNET RECOGNITION IS GIVEN ONLY TO HOSPITALS THAT SATISFY A SET OF CRITERIA DESIGNED TO MEASURE STRENGTH AND QUALITY IN NURSING CARE WITH LESS THAN SEVEN PERCENT OF HOSPITALS NATION-WIDE ACHIEVING THIS STATUS. THE CENTER FOR BREAST CARE AT ADVOCATE SHERMAN IS DESIGNATED AS A BREAST IMAGING CENTER OF EXCELLENCE BY THE AMERICAN COLLEGE OF RADIOLOGY FOR ITS DEDICATION TO IMPROVING WOMEN'S HEALTH. THE HOSPITAL IS ALSO AN ACCREDITED CHEST PAIN CENTER, WHICH MEANS THE HOSPITAL INTEGRATES THE INDUSTRY'S BEST PRACTICES AND NEWEST MODELS TO PROVIDE THE BEST POSSIBLE OUTCOMES IN CARDIAC CARE. THE HOSPITAL'S HEART FAILURE PROGRAM RECEIVED GOLD LEVEL RECOGNITION FROM THE AMERICAN HEART ASSOCIATION'S "GET WITH THE GUIDELINES-HEART FAILURE PROGRAM" FOR COMMITMENT TO IMPROVING QUALITY CARE.ADVOCATE SHERMAN'S HEALTHCARE PROVIDERS ARE ENGAGED IN ONGOING EFFORTS FOCUSED ON QUALITY IMPROVEMENT INITIATIVES. THESE PROVIDERS USE EVIDENCE-BASED PRACTICES AS AN APPROACH TO IMPROVE QUALITY WHILE REDUCING UNNECESSARY VARIATION IN PRACTICE, COST AND HOSPITALIZATION. THESE EFFORTS ARE DESIGNED TO MAINTAIN AND ENHANCE PATIENT, STAFF AND VISITOR SAFETY AND TO IMPROVE THE ENVIRONMENT OF CARE.WITH A TEAM OF NEARLY 20 CARDIOLOGISTS, ADVOCATE SHERMAN HAS OVER 35 YEARS OF EXERIENCE WITH OPEN HEART PROCEDURES AND ALL FORMS OF CARDIAC CARE. IN ADDITION TO A WIDE RANGE OF CARDIOVASCULAR SERVICES, THE HOSPITAL IS ALSO AN ACCREDITED CHEST PAIN CENTER WITH DEDICATED INTERVENTIONAL CARDIOLOGISTS AND CARDIOLOGY AND EMERGENCY PERSONNEL TRAINED IN RAPID RESPONSE AND TREATMENT OF HEART ATTACKS, WHICH HELPS ENSURE REDUCED HEART MUSCLE DAMAGE AND SAVES LIVES. THE HOSPITAL'S CENTER FOR CANCER CARE OFFERS THE LATEST CANCER TREATMENTS AND STATE-OF-THE-ART TECHNOLOGY IN AN ENVIRONMENT CUSTOM-DESIGNED FOR HEALING AND COMPASSIONATE CARE. THE CENTER FOR ADVANCED LIVER & PANCREATIC CARE PROVIDES PATIENTS WITH ACCESS TO SPECIALIZED CARE FOR THE TREATMENT OF A WIDE RANGE OF LIVER AND PANCREATIC DISEASES THAT TYPICALLY HAVE ONLY BEEN TREATED AT ACADEMIC MEDICAL CENTERS. ADVOCATE SHERMAN ACHIEVED RECOGNITION AS A BABY FRIENDLY HOSPITAL IN 2016 AND MAINTAINED THIS RECOGNITION IN 2020. THE CORE COMPONENTS OF THE BABY-FRIENDLY HOSPITAL INITIATIVE (BFHI) ARE THE UNICEF/WHO TEN STEPS TO SUCCESSFUL BREASTFEEDING, WHICH ARE DESIGNED TO FACILITATE THE ROLE OF THE BIRTHING FACILITY IN PROVIDING WOMEN THE INFORMATION, CARE PRACTICES AND OPPORTUNITY TO BREASTFEED, REGARDLESS OF THE METHOD OF BIRTH. NATIONAL HEALTHY PEOPLE 2020 OBJECTIVES TO INCREASE AND EXTEND BREASTFEEDING ARE ALIGNED WITH THIS INITIATIVE.AS AN ADVOCATE AURORA HOSPITAL, ADVOCATE SHERMAN SUPPORTS THE ORGANIZATION'S VISION OF "WE HELP PEOPLE LIVE WELL AND TO FULFILL ITS VALUES OF: EXCELLENCE WE ARE A TOP PERFOMER IN ALL THAT WE DO; COMPASSION WE UNSELFISHLY CARE FOR OTHERS; AND RESPECT WE VALUE THE UNIQUE NEEDS AND PREFERENCES OF ALL PEOPLE.

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	DESCRIPTION OF ADVOCATE SHERMAN HOSPITAL. ADVOCATE HEALTH CARE BASED IN ILLINOIS AND AURORA HEALTH CARE BASED IN WISCONSIN MERGED TO BECOME ADVOCATE AURORA HEALTH IN APRIL 2018. ADVOCATE SHERMAN IS A 255-BED NOT-FOR-PROFIT HOSPITAL LOCATED IN ELGIN, ILLINOIS, AND IS ONE OF 27 ACUTE CARE HOSPITALS IN THE ADVOCATE AURORA HEALTH SYSTEM. ADVOCATE SHERMAN PROVIDES ACUTE INPATIENT AND OUTPATIENT MEDICAL CARE TO INDIVIDUALS RESIDING IN THE GREATER ELGIN, ILLINOIS AREA. FOUNDED IN 1888, THE HOSPITAL HAS EXPANDED ITS SERVICES TO SEVERAL OFF-SITE LOCATIONS, INCLUDING THREE IMMEDIATE CARE CENTERS AND A STAND-ALONE IMAGING CENTER. AT ALL THESE SITES OF CARE, THE HOSPITAL'S 867 CREDENTIALED PHYSICIANS AND 1,727 TEAM MEMBERS (EMPLOYEES) PROVIDE QUALITY AND COMPASSIONATE CARE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES RECEIVED. THE HOSPITAL HAS OPERATED IN ITS CURRENT LOCATION ON RANDALL ROAD SINCE DECEMBER 2009. ADVOCATE SHERMAN HAS BEEN RECOGNIZED FOR ITS COMMITMENT TO CONTINUALLY IMPROVING PERFORMANCE AND PATIENT CARE AS DEMONSTRATED THROUGH ITS ACHIEVEMENT OF SEVERAL AWARDS. CONSIDERED THE NATIONAL "GOLD STANDARD" FOR NURSING EXCELLENCE AMONG HOSPITALS, THE HOSPITAL HAS RECEIVED MAGNET RECOGNITION BY THE AMERICAN NURSES CREDENTIALING CENTER, AN AFFILIATE OF THE AMERICAN NURSES ASSOCIATION. MAGNET RECOGNITION IS GIVEN ONLY TO HOSPITALS THAT SATISFY A SET OF CRITERIA DESIGNED TO MEASURE STRENGTH AND QUALITY IN NURSING CARE WITH LESS THAN SEVEN PERCENT OF HOSPITALS NATION-WIDE ACHIEVING THIS STATUS. THE CENTER FOR BREAST CARE AT ADVOCATE SHERMAN IS DESIGNATED AS A BREAST IMAGING CENTER OF EXCELLENCE BY THE AMERICAN COLLEGE OF RADIOLOGY FOR ITS DEDICATION TO IMPROVING WOMEN'S HEALTH. THE HOSPITAL IS ALSO AN ACCREDITED CHEST PAIN CENTER, WHICH MEANS THE HOSPITAL INTEGRATES THE INDUSTRY'S BEST PRACTICES AND NEWEST MODELS TO PROVIDE THE BEST POSSIBLE OUTCOMES IN CARDIAC CARE. THE HOSPITAL'S HEART FAILURE PROGRAM RECEIVED GOLD LEVEL RECOGNITION FROM THE AMERICAN HEART ASSOCIATION'S "GET WITH THE GUIDELINES-HEART FAILURE PROGRAM" FOR COMMITMENT TO IMPROVING QUALITY CARE.ADVOCATE SHERMAN'S HEALTHCARE PROVIDERS ARE ENGAGED IN ONGOING EFFORTS FOCUSED ON QUALITY IMPROVEMENT INITIATIVES. THESE PROVIDERS USE EVIDENCE-BASED PRACTICES AS AN APPROACH TO IMPROVE QUALITY WHILE REDUCING UNNECESSARY VARIATION IN PRACTICE, COST AND HOSPITALIZATION. THESE EFFORTS ARE DESIGNED TO MAINTAIN AND ENHANCE PATIENT, STAFF AND VISITOR SAFETY AND TO IMPROVE THE ENVIRONMENT OF CARE.WITH A TEAM OF NEARLY 20 CARDIOLOGISTS, ADVOCATE SHERMAN HAS OVER 35 YEARS OF EXERIENCE WITH OPEN HEART PROCEDURES AND ALL FORMS OF CARDIAC CARE. IN ADDITION TO A WIDE RANGE OF CARDIOVASCULAR SERVICES, THE HOSPITAL IS ALSO AN ACCREDITED CHEST PAIN CENTER WITH DEDICATED INTERVENTIONAL CARDIOLOGISTS AND CARDIOLOGY AND EMERGENCY PERSONNEL TRAINED IN RAPID RESPONSE AND TREATMENT OF HEART ATTACKS, WHICH HELPS ENSURE REDUCED HEART MUSCLE DAMAGE AND SAVES LIVES. THE HOSPITAL'S CENTER FOR CANCER CARE OFFERS THE LATEST CANCER TREATMENTS AND STATE-OF-THE-ART TECHNOLOGY IN AN ENVIRONMENT CUSTOM-DESIGNED FOR HEALING AND COMPASSIONATE CARE. THE CENTER FOR ADVANCED LIVER & PANCREATIC CARE PROVIDES PATIENTS WITH ACCESS TO SPECIALIZED CARE FOR THE TREATMENT OF A WIDE RANGE OF LIVER AND PANCREATIC DISEASES THAT TYPICALLY HAVE ONLY BEEN TREATED AT ACADEMIC MEDICAL CENTERS. ADVOCATE SHERMAN ACHIEVED RECOGNITION AS A BABY FRIENDLY HOSPITAL IN 2016 AND MAINTAINED THIS RECOGNITION IN 2020. THE CORE COMPONENTS OF THE BABY-FRIENDLY HOSPITAL INITIATIVE (BFHI) ARE THE UNICEF/WHO TEN STEPS TO SUCCESSFUL BREASTFEEDING, WHICH ARE DESIGNED TO FACILITATE THE ROLE OF THE BIRTHING FACILITY IN PROVIDING WOMEN THE INFORMATION, CARE PRACTICES AND OPPORTUNITY TO BREASTFEED, REGARDLESS OF THE METHOD OF BIRTH. NATIONAL HEALTHY PEOPLE 2020 OBJECTIVES TO INCREASE AND EXTEND BREASTFEEDING ARE ALIGNED WITH THIS INITIATIVE.AS AN ADVOCATE AURORA HOSPITAL, ADVOCATE SHERMAN SUPPORTS THE ORGANIZATION'S VISION OF "WE HELP PEOPLE LIVE WELL AND TO FULFILL ITS VALUES OF: EXCELLENCE WE ARE A TOP PERFOMER IN ALL THAT WE DO; COMPASSION WE UNSELFISHLY CARE FOR OTHERS; AND RESPECT WE VALUE THE UNIQUE NEEDS AND PREFERENCES OF ALL PEOPLE. POPULATION SERVED. ADVOCATE SHERMAN PROVIDES QUALITY HEALTH CARE TO INDIVIDUALS REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2020, THE HOSPITAL'S PHYSICIANS AND TEAM MEMBERS TREATED 13,044 INPATIENT ADMISSIONS, INCLUDING 2,068 DELIVERIES, AND HANDLED 248,462 OUTPATIENT VISITS. AS A LEVEL II TRAUMA CENTER, ADVOCATE SHERMAN PROVIDED 586 TRAUMA VISITS AND 50,507 EMERGENCY DEPARTMENT VISITS IN 2020.ADVOCATE SHERMAN SERVES A PRIMARY SERVICE AREA (PSA) INCLUDING 301,055 PEOPLE WHO RESIDE IN THE ILLINOIS COMMUNITIES OF ALGONQUIN, CARPENTERSVILLE, DUNDEE, ELGIN, GILBERTS, HUNTLEY, LAKE IN THE HILLS AND SOUTH ELGIN (DATA UPDATED JANUARY 2019).THE PERCENT OF THE FAMILIES IN THE POPULATION LIVING BELOW THE FEDERAL POVERTY LEVEL (FPL) WAS 7.3% FOR THE PSA AS COMPARED TO 9.8% FOR THE STATE ACCORDING TO JANUARY 2019 DATA (CLARITAS 2019). THERE ARE SEVERAL COMMUNITIES IN THE HOSPITAL'S PSA WHICH ARE FINANCIALLY CHALLENGED, WITH A HIGHER PERCENTAGE LIVING BELOW POVERTY THAN THE STATE, INCLUDING CARPENTERSVILLE WITH 14.55% OF THE FAMILIES IN THE POPULATION LIVING BELOW POVERTY, AND ELGIN (60120) AT TWELVE PERCENT. THE PSA MEDIAN HOUSEHOLD INCOME IS $80,036.A HIGH PORTION OF THE PSA POPULATION IS OF LATINO ETHNICITY (TWENTY-NINE PERCENT). THERE IS ALSO A LOW RATE OF AFRICAN AMERICAN POPULATION (4.79%) IN THE PSA. COMMITMENT TO THE COMMUNITY. EVEN IN THE FACE OF LOW REIMBURSEMENTS, ADVOCATE SHERMAN IS DEDICATED TO MAINTAINING A STRONG PRESENCE WITHIN ITS COMMUNITY AND CONTINUES TO MONITOR EXPENDITURES TO MAKE CERTAIN THAT THE PROGRAMS AND SERVICES SUPPORTED ARE IN DIRECT RESPONSE TO COMMUNITY NEED. IN 2020, ADVOCATE SHERMAN PROVIDED OVER $64.2 MILLION IN COMMUNITY BENEFIT PROGRAMS AND SERVICESAN INCREASE OF OVER $22.6 MILLION AS COMPARED TO THE TOTAL COMMUNITY BENEFIT REPORTED FOR THE PREVIOUS YEAR. THESE BENEFITS INCLUDED NOT ONLY THE COST OF FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID AND MEDICARE, FOR EXAMPLE, BUT ALSO THE COST FOR IMPLEMENTING AND SUSTAINING PROGRAMS SPECIFICALLY DESIGNED TO MEET THE HEALTH CARE NEEDS OF THE COMMUNITY.PARTNERING TO ASSESS COMMUNITY NEEDS. ADVOCATE SHERMAN HAS BEEN WORKING COLLABORATIVELY WITH THE MCHENRY COUNTY DEPARTMENT OF PUBLIC HEALTH AND THE KANE COUNTY HEALTH DEPARTMENT TO ASSESS THE HEALTH NEEDS OF THE COMMUNITY. PARTICIPATING IN THE COUNTY-WIDE HEALTH ASSESSMENTS LED BY BOTH HEALTH DEPARTMENTS, ADVOCATE SHERMAN'S COMMUNITY HEALTH TEAM MEMBERS HAVE PLAYED IMPORTANT ROLES ON THE EXECUTIVE LEADERSHIP OVERSIGHT COMMITTEES AND SUB-COMMITTEES OF THESE INITIATIVES. OTHER SHERMAN HOSPITAL LEADERS SERVE IN KEY LEADERSHIP ROLES IN THE OVERSIGHT COMMITTEES OF BOTH COUNTIES, AS WELL AS SERVING ON MANY SUBCOMMITTEES. ADVOCATE SHERMAN ALSO FOCUSES ITS INTERNAL STRENGTHS TO ASSESS COMMUNITY NEEDS AND TO GUIDE PROGRAM DEVELOPMENT. THE HOSPITAL'S COMMUNITY HEALTH DEPARTMENT PLAYS A KEY ROLE IN WORKING COLLABORATIVELY WITH INTERNAL HOSPITAL DEPARTMENTS AS WELL AS WITH COMMUNITY PARTNERS TO ENHANCE THE HEALTH OF THE COMMUNITY. COMMUNITY STRATEGY AND EXAMPLES OF PROGRAMS AND SERVICE ACCOMPLISHMENTS. AS A HOSPITAL WITHIN THE ADVOCATE AURORA HEALTH SYSTEM, ADVOCATE SHERMAN IMPLEMENTATION PLANS AND STRATEGIES ALIGN WITH THE ADVOCATE AURORA SYSTEM STRATEGY. THROUGH THIS COMMUNITY STRATEGY, THE HOSPITAL WILL BUILD HEALTH EQUITY, ENSURE ACCESS AND IMPROVE HEALTH OUCOMES IN ITS COMMUNITY THROUGH EVIDENCE-INFORMED SERVICES AND INNOVATIVE PARTHERSHIPS BY ADDRESSING MEDICAL NEEDS AND SOCIAL DETERMINANTS OF HEALTH. BASED ON NEED AND EFFECT ON HEALTH EQUITY AS IDENTIFIED IN THE ADVOCATE AURORA HOSPITALS' CHNA REPORTS AND IN INDUSTRY LITERATURE, THE FOLLOWING SIX FOCUS AREAS HAVE BEEN PRIORITIZED AND ARE THE FOUNDATION ON WHICH THE HOSPITAL-SPECIFIC IMPLEMENTATION PLANS ARE BUILT. THE FOCUS AREAS ARE: 1) ACCESS TO PRIMARY MEDICAL HOMES; 2) ACCESS TO BEHAVIORAL HEALTH SERVICES; 3) WORKFORCE DEVELOPMENT; 4) COMMUNITY SAFETY; 5) AFFORDABLE HOUSING; AND 6) WORKFORCE DEVELOPMENT. EACH STRATEGY FOCUS AREA AND EXAMPLES OF ADVOCATE SHERMAN-SPECIFIC PROGRAMS AND ACTIVITIES ADDRESSING THAT STRATEGY ARE PROVIDED BELOW.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses545,939,375

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,672,509	17,739,075	2,084,909

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	314,833
e	Government grants (contributions)		1e	28,700,253

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		29,015,086

		Business Code
2a	MEDICARE/MEDICAID	622110	138,257,446	138,257,446
b	BLUE CROSS/MGD CARE	622110	135,934,414	135,934,414
c	PATIENT SVC REVENUE	622110	97,150,223	97,150,223
d	PHARMACY	446110	35,727,290	35,727,290
e	LABORATORY	621511	23,920,254	23,920,254
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		430,989,627

3 Investment income (including dividends, interest, and othersimilar amounts) ......			4,447,679			4,447,679
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		434,698	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		434,698	6c
d	Net rental income or (loss).......			434,698			434,698
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	6,356		7a
b	Less: cost or other basis and sales expenses	10,520,668		7b
c	Gain or (loss)	-10,514,312		7c
d	Net gain or (loss).........			-10,514,312			-10,514,312
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS		900099	1,212,455		19,120	1,193,335
b	CAFETERIA REVENUE		722514	426,446			426,446
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,638,901
12	Total revenue. See instructions.....			456,011,679	430,989,627	19,120	-4,012,154

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	100,086,300	100,086,300
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	32,267	32,267
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	106,567,633	105,249,721	1,317,912
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,710,213	2,710,213
9	Other employee benefits .......	12,759,630	12,732,705	26,925
10	Payroll taxes ...........	7,261,344	7,180,393	80,951
11	Fees for services (non-employees):
a	Management ......	88		88
b	Legal .........	12,929		12,929
c	Accounting ...........	1,260		1,260
d	Lobbying ...........	67,683		67,683
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	13,127,807		13,127,807
12	Advertising and promotion ....	5,552	640	4,912
13	Office expenses .......	2,248,338	2,198,268	50,070
14	Information technology ......	123,575	116,638	6,937
15	Royalties ..
16	Occupancy ...........	1,760,099	1,760,099
17	Travel ............	59,516	54,336	5,180
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	79,089	78,293	796
20	Interest ...........	8,441,883	8,441,883
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	20,088,542	19,792,371	296,171
23	Insurance ...	5,970,051	5,970,051
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	OTHER INTERCOMPANY	130,161,110	130,161,010	100
b	MEDICAL SUPPLIES	62,599,911	62,599,210	701
c	BAD DEBT	40,852,209	40,852,209
d	INCOME TAXES	12,241	12,241
e	All other expenses	46,217,632	45,910,527	307,105
25	Total functional expenses. Add lines 1 through 24e	561,246,902	545,939,375	15,307,527	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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			10,491,477	1	85,446,824
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			102,038	3	293,825
4	Accounts receivable, net .............			40,432,156	4	43,365,937
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			6,503,143	8	6,235,322
9	Prepaid expenses and deferred charges ......			272,705	9	252,435
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	381,343,195
b	Less: accumulated depreciation	10b	146,430,330	260,654,575	10c	234,912,865
11	Investments—publicly traded securities .			218,676,932	11	103,567,145
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			5,412,645	13	5,629,643
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			11,907,910	15	12,461,081
16	Total assets. Add lines 1 through 15 (must equal line 33)...			554,453,581	16	492,165,077

17	Accounts payable and accrued expenses .....	52,818,010	17	72,499,314
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20	-734,941
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	256,521,727	25	281,038,337
26	Total liabilities. Add lines 17 through 25..	309,339,737	26	352,802,710

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	244,992,639	27	139,241,162
28	Net assets with donor restrictions ...........	121,205	28	121,205
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	245,113,844	32	139,362,367
33	Total liabilities and net assets/fund balances ........	554,453,581	33	492,165,077