TY 2023 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/1099-NEC)
(1) SHERI DE SHAZO...................................................................... DIRECTOR, PRESIDENT	55.00 ................. 1.00	X	X	745,916	0	96,802
(2) REV NATHANIEL EDMOND...................................................................... DIRECTOR, CHAIRPERSON	1.00 ................. 0.00	X		7,100	8,000	0
(3) CRAIG LAMP...................................................................... DIRECTOR, VICE CHAIRPERSON	1.00 ................. 0.00	X		7,200	0	0
(4) JANELLE DIXON...................................................................... DIRECTOR, ASSISTANT SECRETARY	1.00 ................. 0.00	X		6,850	0	0
(5) KAREN LAMBERT...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	1,619,131	154,869
(6) MEELI PATEL...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	500,446	97,398
(7) AZMEY MATARIEH...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	968,262	37,383
(8) RAJA CHATTERJI...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	508,647	43,590
(9) RAMINDER SINGH...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	878,417	47,628
(10) RICHARD JAKLE...................................................................... DIRECTOR	1.00 ................. 0.00	X		7,200	116,433	0
(11) KEN KOEHLER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(12) KURT SCHNEIDER...................................................................... DIRECTOR	1.00 ................. 0.00	X		7,200	0	0
(13) MICHAEL KENYON...................................................................... DIRECTOR	1.00 ................. 0.00	X		7,200	0	0
(14) PAT CRAWFORD...................................................................... DIRECTOR	1.00 ................. 0.00	X		6,850	0	0
(15) RITA CORBETT...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(16) SCOTT RICHMOND...................................................................... DIRECTOR	1.00 ................. 0.00	X		7,200	0	0
(17) SHARON JAKLE...................................................................... DIRECTOR	1.00 ................. 0.00	X		7,200	0	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/1099-NEC)
(18) TERRY DUNNING........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(19) WILLIAM HOFFER........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(20) JOSE TORRES........................................................................ DIRECTOR	1.00 .......................0.00	X			2,100	0	0
(21) RAVI DAMARAJU........................................................................ DIRECTOR	1.00 .......................0.00	X			7,200	0	0
(22) SUNIL JOSEPH........................................................................ DIRECTOR	1.00 .......................0.00	X			6,850	0	0
(23) YANETH MEDINA........................................................................ DIRECTOR	1.00 .......................0.00	X			5,100	0	0
(24) BRAD EPSTEIN........................................................................ DIRECTOR	1.00 .......................0.00	X			170,792	0	0
(25) WILLIAM SANTULLI........................................................................ VICE PRESIDENT	1.00 .......................55.00	X			0	5,805,122	359,616
(26) DOMINICA TALLARICO........................................................................ VICE PRESIDENT	1.00 .......................55.00		X		0	1,170,516	44,857
(27) DIA NICHOLS........................................................................ VICE PRESIDENT	1.00 .......................55.00		X		0	808,304	129,781
(28) DOMINIC NAKIS........................................................................ TREASURER	1.00 .......................55.00		X		0	6,387,589	130,352
(29) NAN NELSON........................................................................ ASSISTANT TREASURER, TREASURER	1.00 .......................55.00		X		0	1,721,965	152,768
(30) MICHAEL GREBE........................................................................ SECRETARY	1.00 .......................55.00		X		0	3,603,425	99,054
(31) CARRIE DONOVAN........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	774,644	126,822
(32) RACHELLE HART........................................................................ SECRETARY	1.00 .......................55.00		X		0	1,155,480	130,674
(33) MICHAEL KERNS........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X		0	749,774	111,993
(34) JAMES DOHENY........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	1,064,007	63,927
(35) MICHAEL VOLANTE........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	256,767	47,558
(36) ROBIN STOEN........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	327,036	29,223
(37) STEVE HUSER........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	806,480	71,656
(38) JAMES SLINKMAN........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X		0	712,395	111,416
(39) KATHERINE KETNER........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00		X		0	317,371	30,165
(40) RACHEL HALVERSON........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	477,791	59,558
(41) BRAD CLARK........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	1,431,976	145,795
(42) KEVIN FITCH........................................................................ ASSISTANT TREASURER	1.00 .......................55.00		X		0	569,025	85,046
(43) JO AMICK........................................................................ VICE PRESIDENT	1.00 .......................55.00		X		0	265,120	32,913
(44) MELISSA O'NEILL........................................................................ VICE PRESIDENT	1.00 .......................55.00		X		0	324,562	44,749
(45) JOHN CHAPMAN........................................................................ DIRECTOR	1.00 .......................55.00		X		4,050	0	0
(46) MICHAEL ROSENBERG........................................................................ DIRECTOR MED EM & CLINICAL DECISION	55.00 .......................0.00			X	355,903	0	10,609
(47) JUSTIN MACARIOLA-COAD........................................................................ VP & CMO	55.00 .......................0.00			X	469,059	0	58,823
(48) SUSAN MORBY........................................................................ VP & CNO	55.00 .......................0.00			X	297,703	0	37,355
(49) DARREN SMITH........................................................................ DIR ED ICU & NURSING OPS	55.00 .......................0.00			X	215,666	0	16,457
(50) BYRON ATKINSON........................................................................ DIR PERIOPERATIVE SVCS	55.00 .......................0.00			X	212,997	0	14,867

(A) Name and business address	(B) Description of services	(C) Compensation
MIDWEST ANESTHESIA PROVIDERS SC PO BOX 639425 CINCINNATI,OH45263	MEDICAL SERVICES	11,289,868
TRAVEL NURSE ACROSS AMERICA LLC 5020 NORTHSHORE DR STE 2 NORTH LITTLE ROCK,AR72118	STAFFING	2,287,885
VASCULAR AND INTERVENTIONAL 911 N ELM STREET 128 HINSDALE,IL60521	MEDICAL SERVICES	1,067,109
HALL PRANGLE & SCHOONVELD LLC 200 S WACKER DR STE 3300 CHICAGO,IL60606	LEGAL SERVICES	739,427
TOTAL RENAL CARE INC 2000 16TH ST DENVER,CO80202	MEDICAL SERVICES	692,394
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 25

- TIN:

SCHEDULE A
(Form 990)

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

2023

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).)

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 33 1/3% 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 33 1/3% 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 on 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

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) .

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

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 on 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 on 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) 2023

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

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

11b

A 35% controlled entity of a person described on 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 on 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) 2023

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) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

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

2023

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) (2023)

Schedule B (Form 990) (2023) 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) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2022

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 .................................................................... right arrow

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 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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 ..... right arrow

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

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

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.

Cat. No. 50084S

Schedule C (Form 990) 2022

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 right arrow

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 right arrow

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) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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

43,968

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

43,968

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

Schedule C (Form 990) 2022

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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

2022

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 right arrow

Permanent endowment right arrow

Term endowment right arrow

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 .....	25,292,288		25,292,288
b	Buildings ....	251,858,907	105,317,313	146,541,594
c	Leasehold improvements	6,065,531	3,681,198	2,384,333
d	Equipment ....	86,795,615	73,251,794	13,543,821
e	Other .....	11,102,189	3,208,826	7,893,363
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				195,655,399

Schedule D (Form 990) 2022

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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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
I/C NOTES PAYABLES NONCURRENT-SHERMAN	181,004,878
OTHER THIRD PARTY PAYABLE	37,895,615
LEASE LIABILITY OPERATING - NO	2,005,243
CURRENT PORTION - BUILDING	-33,380
OTHER ACCRUED EXPENSES	-7,657
I/C NOTES PAYABLE CURRENT PORTION CONTRA	-9,355,000
OTHER NONCURRENT LIABILITIES	125,000


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	211,634,699
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) 2022

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) 2022

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 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2023

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) . . .	3,651,050	0	3,651,050	0.770 %
b	Medicaid (from Worksheet 3, column a) . . . . .	72,126,513	56,297,304	15,829,209	3.350 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	75,777,563	56,297,304	19,480,259	4.120 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	1,224,006	0	1,224,006	0.260 %
f	Health professions education (from Worksheet 5) . . .	5,996,454	0	5,996,454	1.270 %
g	Subsidized health services (from Worksheet 6) . . . .	24,630,429	20,103,819	4,526,610	0.960 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	26,509	0	26,509	0.010 %
j	Total. Other Benefits . .	31,877,398	20,103,819	11,773,579	2.500 %
k	Total. Add lines 7d and 7j .	107,654,961	76,401,123	31,253,838	6.620 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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. ......

23,749,069

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. ......

1,851,808

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).....

133,046,401

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

156,329,219

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

-23,282,818

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) 2023

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) 2023

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) 2023

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) 2023

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) 2023

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) 2023

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 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.

Schedule H (Form 990) 2023

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?12
Name and address		Type of Facility (describe)
1	1 - SHERMAN IMMEDIATE CARE - ALGONQUIN 600 S RANDALL RD STE 210 230 ALGONQUIN,IL601025937	PATIENT CARE - OUT PATIENT
2	2 - SHERMAN IMMEDIATE CARE 2320 ROYAL BOULEVARD ELGIN,IL601234717	PATIENT CARE - OUT PATIENT
3	3 - SHERMAN WEST COURT - 826 PROSPECT 826 PROSPECT ST ELGIN,IL601202920	PATIENT CARE - OUT PATIENT
4	4 - SHERMAN IMMEDIATE CARE - BARTLETT 864 W STEARNS RD STE 103 BARTLETT,IL601034800	PATIENT CARE - OUT PATIENT
5	5 - SHERMAN IMMEDIATE CARE - BARTLETT 1052-1054 NORWOOD LANE BARTLETT,IL601034556	PATIENT CARE - OUT PATIENT
6	6 - SHERMAN IMMEDIATE CARE - CRYSTAL LAKE 741 S MCHENRY AVENUE CRYSTAL LAKE,IL600147445	PATIENT CARE - OUT PATIENT
7	7 - THE CENTRE OF ELGIN - PENNY 201 PENNY AVENUE STE 100 EAST DUNDEE,IL601181431	PATIENT CARE - OUT PATIENT
8	8 - SHERMAN MOB 1435 N RANDALL RD STES 106 107 108 201 ELGIN,IL601205660	PATIENT CARE IN PATIENT
9	9 - THE CENTRE OF ELGIN 100 SYMPHONY WAY ELGIN,IL601205589	PATIENT CARE - OUT PATIENT
10	10 - THE CENTRE OF ELGIN - FLETCHER 745 FLETCHER DRIVE ELGIN,IL601234747	PATIENT CARE - OUT PATIENT
11	11 - SHERMAN IMMEDIATE CARE - HAMPSHIRE 1000 S STATE ST HAMPSHIRE,IL601409688	PATIENT CARE - OUT PATIENT
12	12 - SHERMAN IMMEDIATE CARE - SOUTH ELGIN 2000 MCDONALD RD SOUTH ELGIN,IL601773323	PATIENT CARE - OUT PATIENT

Schedule H (Form 990) 2023

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 II, COMMUNITY BUILDING ACTIVITIES:	HEALTH NEEDS SELECTEDAS A RESULT OF THE 2020-2022 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 55-57 OF THE 2020-2022 CHNA REPORT AT 2022-OFFICIAL-ADVOCATE-SHERMAN-CHNA-REPORT.PDF (ADVOCATEHEALTH.COM) 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 ONSITE COMMUNITY GARDEN YIELDED A BOUNTIFUL HARVEST IN THE 2023 GROWING SEASON. THE HOSPITAL DONATED 335 POUNDS OF FRESH PRODUCE FOR STUDENTS WHO ARE FOOD INSECURE AT THE ELGIN COMMUNITY COLLEGE STUDENT SPARTAN FOOD PANTRY AND TO THE FOOD FOR GREATER ELGIN FOOD PANTRY. ADVOCATE SHERMAN CONTINUES TO PARTNER WITH THE UNIVERSITY OF ILLINOIS EXTENSION MASTER GARDENERS FOR THE COMMUNITY GARDEN. THEY ARE AN INTEGRAL PART OF THE PROGRAM, MAINTAINING DEMONSTRATION BEDS, HOLDING LEADERSHIP ROLES ON THE GARDEN COMMITTEE AND MENTORING MASTER GARDENER INTERNS ONSITE. BEHAVIORAL HEALTH. ADVOCATE SHERMAN SELECTED BEHAVIORAL HEALTH AS A PRIORITY, WHICH IS COMPRISED OF BOTH SUBSTANCE USE AND MENTAL HEALTH, GIVEN THAT 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 USING 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 2023, GATEWAY FOUNDATION COMPLETED 464 PATIENT ENCOUNTERS AND 139 PATIENTS (30 PERCENT) WERE CONNECTED TO TREATMENT. THE COMMUNITY HEALTH DIRECTOR AND COMMUNITY HEALTH MANAGER SERVE ON THE KANE COUNTY OPIOID TASK FORCE AND THE KANE COUNTY BEHAVIORAL HEALTH COUNCIL. THESE GROUPS HAVE FOCUSED ON ADDRESSING THE GROWING MENTAL HEALTH AND SUBSTANCE USE ISSUES PRIOR TO AND DURING THE PANDEMIC TO INCREASE AWARENESS OF RESOURCES AVAILABLE IN THE COMMUNITY. ADVOCATE SHERMAN IS ALSO AN ACTIVE MEMBER OF THE COALITION FOR A SAFE AND HEALTHY ELGIN (CSHE) WHICH IS FUNDED THROUGH A DRUG FREE COMMUNITIES GRANT. THIS COALITION FOCUSES ON SUBSTANCE USE PREVENTION AND EDUCATION AMONG YOUTH IN THE ELGIN AREA. SHERMAN COORDINATED THE 2023 LOCAL NATIONAL DRUG TAKE BACK DAY EVENT, COLLECTING OVER 291 POUNDS OF PILLS (INCLUDING OTHER DRUGS, LIQUIDS, PATCHES AND SYRINGES).HEALTH NEEDS NOT SELECTED AND WHYCARDIOVASCULAR. CARDIOVASCULAR DISEASE WAS NOT SELECTED DUE TO THE IMPROVING EMERGENCY ROOM VISIT AND HOSPITALIZATION RATES IN THE PSA. ADVOCATE SHERMAN CONTINUES TO FOCUS ON A ROBUST PROGRAM FOR CARDIAC SERVICES INCLUDED THE COMPLETE CARE CENTER (CCC). THE CCC INCLUDES NONINVASIVE CARDIOLOGY SERVICES, HEART FAILURE RECOVERY, NEURODIAGNOSTIC, ANTICOAGULATION, HEALTH MANAGEMENT RESOURCES (HMR) WEIGHT MANAGEMENT PROGRAM, DIABETES, WOUND CARE AND HYPERBARIC OXYGEN THERAPY. THE COUNCIL SELECTED TO CONTINUE FOCUSING ON OBESITY AS A HEALTH PRIORITY, WHICH HAS A DIRECT CORRELATION TO HEART DISEASE.DIABETES. ALTHOUGH DIABETES WAS NOT SELECTED AS A PRIORITY FOR THE NEXT IMPLEMENTATION PLAN, BEING A CHRONIC CONDITION THAT IS ATTRIBUTED TO OBESITY, DIABETES WILL BE INCLUDED AS AN ACTION ITEM UNDER OBESITY. ADVOCATE SHERMAN HAS A COMPREHENSIVE PROGRAM TARGETED TO VULNERABLE PATIENTS IN THE PSA AND WILL CONTINUE THESE EFFORTS GOING FORWARD. MATERNAL, FETAL AND INFANT. MATERNAL, FETAL AND INFANT HEALTH WAS NOT SELECTED AS A HEALTH PRIORITY BASED ON THE DATA PRESENTED IN THE CHNA. ADVOCATE SHERMAN WORKS COLLABORATIVELY WITH THE LOCAL HEALTH DEPARTMENTS AND FQHC'S FOCUSING ON MATERNAL, FETAL, AND INFANT HEALTH IN THE COMMUNITY. ADVOCATE SHERMAN CONTINUES TO BE A BABY-FRIENDLY HOSPITAL FOCUSING ON POSITIVE OUTCOMES FOR BOTH MOM AND BABY. BASED ON THESE EFFORTS, THE CHC DID NOT FEEL THAT THIS HEALTH NEED WAS A PRIORITY FOR THIS CHNA CYCLE.RESPIRATORY. THERE IS CURRENTLY WORK BEING DONE AT THE PSA AND COUNTY LEVEL TO ADDRESS RESPIRATORY DISEASES SUCH AS ASTHMA, COVID19, COPD, PNEUMONIA AND FLU. THIS INCLUDES PATIENTS AT ADVOCATE SHERMAN WHO ARE IDENTIFIED WITH ASTHMA, PNEUMONIA, COPD, OR COVID, WHO ARE REFERRED TO THE ADVOCATE SHERMAN MOBILE INTEGRATED HEALTH COMMUNITY PARAMEDICINE PROGRAM, AND THE PROGRAM HAS DEMONSTRATED A DECREASE IN EMERGENCY ROOM VISITS AND HOSPITAL READMISSIONS. ADVOCATE SHERMAN COMMUNITY HEALTH STAFF WORK COLLABORATIVELY WITH LOCAL HEALTH DEPARTMENTS, THE CANCER CARE CENTER AND AMERICAN CANCER SOCIETY TO COORDINATE LUNG CANCER SCREENINGS AND PREVENTION EFFORTS FOR RESPIRATORY CONDITIONS. THE COUNCIL DECIDED TO CONTINUE FOCUSING ON OTHER HEALTH ISSUES AS PRIORITIES, GIVEN THAT THESE CURRENT PROGRAMS ARE IN PLACE AT THIS TIME.SEXUALLY TRANSMITTED INFECTIONS. 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. HOWEVER, BECAUSE THE COUNTY HEALTH DEPARTMENTS ARE LEADING THESE EFFORTS ALREADY, AND THE NUMBER OF RESIDENTS AFFECTED IS SMALL COMPARED TO THOSE AFFECTED BY OBESITY AND BEHAVIORAL HEALTH, SEXUALLY TRANSMITTED INFECTIONS WERE NOT SELECTED AS A PRIMARY FOCUS. UNINTENTIONAL FALLS. THE CHC THOUGHT THAT UNINTENTIONAL FALLS IS MORE OF AN ISSUE WITH EDUCATION ON THE IMPORTANCE OF SAFETY, RATHER THAN A HEALTH PRIORITY OF FOCUS. THERE ARE ALREADY ORGANIZATIONS IN THE COMMUNITY WHO OFFER EDUCATION TO SENIOR POPULATIONS. THEREFORE, THE CHC DECIDED TO FOCUS ON OTHER HEALTH ISSUES. CANCER. CANCER WAS NOT INCLUDED IN THE VOTING PROCESS BECAUSE CANCER PREVENTION AND EDUCATION ARE BEING ADDRESSED THROUGH AN INTER-DISCIPLINARY TEAM INCLUDING COMMUNITY HEALTH CALLED THE INTEGRATED NETWORK CANCER PROGRAM (INCP) WHICH ADHERES TO THE COMMISSION ON CANCER STANDARDS. CHNA DATA IS PRESENTED ANNUALLY TO THE INCP LEADERSHIP AND IS USED TO DEVELOP PREVENTION, SCREENING OUTREACH AND EDUCATIONAL PROGRAMS. COVID-19. ALTHOUGH COVID-19 IS A TOP HEALTH CONCERN AND GREATLY AFFECTED THE ADVOCATE SHERMAN PSA, IT WAS NOT SELECTED AS A HEALTH NEED AS THE HOSPITAL WORKS CLOSELY WITH THE KANE COUNTY HEALTH DEPARTMENT AND MCHENRY COUNTY DEPARTMENT OF HEALTH IN ONGOING PREVENTION, EDUCATION AND TREATMENT OF COVID-19. ADVOCATE SHERMAN CONTINUES TO ENHANCE PREVENTIVE SERVICES TO COMBAT COVID-19 BY CONTINUING TO SHARE HEALTH EDUCATION, PERSONAL PROTECTIVE EQUIPMENT (PPE), COVID-19 TESTING, VACCINATIONS, MEDICAL SERVICES AND TREATMENT.
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 2:	COMMUNITY HEALTH NEEDS ASSESSMENTCOLLABORATIVE COUNTY ASSESSMENTS. ADVOCATE SHERMAN HOSPITAL (ADVOCATE SHERMAN) COLLABORATED WITH THE KANE COUNTY AND MCHENRY 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 FAMILY HEALTH, VNA HEALTH CARE, 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. 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. COMMUNITY HEALTH COUNCIL (CHC). THE ADVOCATE SHERMAN CHC WAS CONVENED FROM JANUARY-MAY 2022 TO REVIEW QUANTITATIVE AND QUALITATIVE DATA GATHERED FROM 2020 THROUGH 2022, AND TO SELECT THE TOP HEALTH NEEDS OF THE SERVICE AREA. CHC MEMBERS INCLUDE A VARIETY OF REPRESENTATIVES FROM THE COMMUNITY; SEVERAL 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 (GC) FOR APPROVAL. THE ADVOCATE SHERMAN GC IS COMPRISED OF 21 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 AND HEALTH CARE. THE 2020-2022 CHNA REPORT AND ITS PRIORITIZED NEEDS WERE APPROVED BY THE GC ON OCTOBER 24, 2022.
PART VI, LINE 3:	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEADVOCATE SHERMAN HOSPITAL ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FOR WHICH THEY ARE ELIGIBLE AND IN SECURING REIMBURSEMENT FROM AVAILABLETHIRD-PARTY RESOURCES. FINANCIAL ASSESSMENT IS PROVIDED TO HELP PATIENTSIDENTIFY AND OBTAIN PAYMENT FROM THIRD PARTIES, INCLUDING ILLINOISMEDICAID, ILLINOIS CRIME VICTIMS FUND, ETC., AS WELL AS TO DETERMINEELIGIBILITY UNDER ANSHNS FINANCIAL ASSISTANCE POLICY. ADVOCATE UTILIZES A FINANCIAL SCREENING SOFTWARE PROGRAM TO HELP IDENTIFYPUBLIC ASSISTANCE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE ORADVOCATE'S FINANCIAL ASSISTANCE AT THE TIME OF REGISTRATION OR AS SOON ASPRACTICABLE THEREAFTER. IN ADDITION, HEALTHADVISOR, ADVOCATE'S EDUCATIONREGISTRATION AND PHYSICIAN REFERRAL TELEPHONE CENTER, SERVES AS ACOMMUNITY RESOURCE PROVIDING REFERRALS TO GOVERNMENT-FUNDED AND OTHERPROGRAMS 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 FINANCIALASSISTANCE SERVICES, IF PATIENTS ARE NOT ELIGIBLE FOR GOVERNMENT-SUPPORTEDPROGRAMS. ANSHN COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE INTHE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OFCOMMUNICATION INCLUDE:1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITALSERVICES INCLUDES A STATEMENT THAT FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST.2. SIGNS ARE CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT AREVISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL PATIENTACCESS, REGISTRATION, EMERGENCY DEPARTMENT LOCATIONS.3. BROCHURES ARE PLACED IN HOSPITAL PATIENT ACCESS, REGISTRATION,EMERGENCY DEPARTMENT, CASHIER AND BUSINESS OFFICE LOCATIONS, AND WILLINCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALLKIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. AHOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE ISINCLUDED.4. A HANDOUT SUMMARIZING ADVOCATE'S FINANCIAL ASSISTANCE POLICY ANDFINANCIAL ASSISTANCE APPLICATION IS GIVEN TO UNINSURED PATIENTS WHORECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICALTIME OF SERVICE. (UPON REQUEST)ADVOCATE SHERMAN HOSPITAL 36-21679205. ADVOCATE'S WEBSITE POSTS NOTICE IN A PROMINENT PLACE THAT FINANCIALASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE FINANCIAL ASSISTANCEAPPLICATION PROCESS, AND ENABLE PRINTING OF THE FINANCIAL ASSISTANCEAPPLICATION.6. HOSPITAL BILLS TO UNINSURED PATIENTS INCLUDE A REQUEST THAT THEPATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE (NOT AN OPTION ON BILLING STATEMENT THAT I CAN SEE) 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 PURPOSES OF THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), ADVOCATE SHERMAN DEFINES THE COMMUNITY AS ITS PRIMARY SERVICE AREA (PSA), WHICH INCLUDES 10 ZIP CODES IN KANE COUNTY AND MCHENRY COUNTY, ILLINOIS: ALGONQUIN (60102), CARPENTERSVILLE (60110), ELGIN (60120), ELGIN (60123), ELGIN (60124), GILBERTS (60136), HUNTLEY (60142), LAKE IN THE HILLS (60156), SOUTH ELGIN (60177) AND WEST DUNDEE (60118).DEMOGRAPHICS POPULATION. THE POPULATION OF THE PSA IS 298,893 RESIDENTS. THE THREE LARGEST COMMUNITIES WITHIN THE PSA ARE ELGIN (60120) WITH A POPULATION OF 50,319 RESIDENTS, ELGIN (60123) WITH 49,765 RESIDENTS AND CARPENTERSVILLE (60110) WITH 39,094 RESIDENTS(METOPIO, AMERICAN COMMUNITY SURVEY, 2016-202).AGE. THE MEDIAN AGE OF THE PSA IS 38.4 YEARS OLD. THE LARGEST POPULATION IN THE PSA ARE THOSE AGES 40-64 YEARS AT 32.8 PERCENT.GENDER. THE PSA IS COMPRISED OF 50.0 PERCENT FEMALES AND 50.0 PERCENT MALES(METOPIO, AMERICAN COMMUNITY SURVEY, 2016-202).RACE/ETHNICITY. FIFTY-SEVEN PERCENT OF THE PSA POPULATION IS NON-HISPANIC WHITE, 30.7 PERCENT HISPANIC OR LATINO, 5.7 PERCENT ASIAN OR PACIFIC ISLANDER, 4.2 PERCENT NON-HISPANIC BLACK, 2.1 PERCENT TWO OR MORE RACES AND 0.02 PERCENT NATIVE AMERICAN(METOPIO, AMERICAN COMMUNITY SURVEY, 2016-202).INCOME. THE MEDIAN HOUSEHOLD INCOME FOR THE PSA POPULATION IS $90,927 WHICH IS HIGHER THAN U.S., ILLINOIS AND KANE COUNTY RATES, BUT LOWER THAN MCHENRY COUNTY. WITHIN THE PSA, THE ZIP CODE WITH THE HIGHEST MEDIAN HOUSEHOLD INCOME IS ELGIN (60124) AT $123,003 AND THE LOWEST MEDIAN HOUSEHOLD INCOME IS ELGIN (60120) AT $71,434(METOPIO, AMERICAN COMMUNITY SURVEY, 2016-202).POVERTY. IN THE PSA, THERE ARE 7.8 PERCENT OF RESIDENTS IN FAMILIES THAT ARE LIVING BELOW THE FEDERAL POVERTY LEVEL, WHICH IS LOWER THAN THE U.S., ILLINOIS AND KANE COUNTY RATE, BUT HIGHER THAN THE RATE IN MCHENRY COUNTY. THE ZIP CODES IN THE PSA WITH THE HIGHEST POVERTY RATES ARE ELGIN (60120) AT 13.1 PERCENT, CARPENTERSVILLE (60110) AT 11.6 PERCENT AND ELGIN (60123) AT 10.1 PERCENT(METOPIO, AMERICAN COMMUNITY SURVEY, 2016-202).ADULTS WITH HEALTH INSURANCE. A TOTAL OF 74.0 PERCENT OF RESIDENTS IN THE PSA HAVE PRIVATE HEALTH INSURANCE. THE ZIP CODES WITH THE HIGHEST UNINSURED RATES IN THE PSA ARE ELGIN (60120) AT 14.3 PERCENT, CARPENTERSVILLE (60110) AT 11.9 PERCENT AND ELGIN (60123) AT 10.6 PERCENT.PERSONS WITH PUBLIC HEALTH INSURANCE ONLY. IN THE PSA, 28.9 PERCENT OF RESIDENTS ARE COVERED BY PUBLIC INSURANCE SUCH AS MEDICARE, MEDICAID AND VETERANS ADMINISTRATION HEALTH CARE (PROVIDED THROUGH THE DEPARTMENT OF VETERANS AFFAIRS), WHICH IS LOWER THAN ILLINOIS (33.7 PERCENT), KANE COUNTY (29.8 PERCENT) AND SLIGHTLY HIGHER THAN MCHENRY COUNTY (25.9 PERCENT). THE ZIP CODES IN THE PSA WITH THE HIGHEST PERCENTAGE OF RESIDENTS COVERED BY PUBLIC HEALTH INSURANCE ARE HUNTLEY (60142) AT 38.1 PERCENT, ELGIN (60120) AT 36.9 PERCENT AND ELGIN (60123) AT 34.5 PERCENT(METOPIO, AMERICAN COMMUNITY SURVEY, 2016-202).HOSPITALS AND FEDERALLY QUALIFIED HEALTH CENTERS. THERE ARE THREE HOSPITALS IN THE ADVOCATE SHERMAN PSA INCLUDING ADVOCATE SHERMAN. THE OTHER HOSPITALS ARE AMITA SAINT JOSEPH'S HOSPITAL IN ELGIN AND NORTHWESTERN MEDICINE-HUNTLEY HOSPITAL IN HUNTLEY. THE FQHC'S IN THE PSA INCLUDE GREATER ELGIN FAMILY CARE CENTER (GEFCC), VNA HEALTH CARE (VNA) AND AUNT MARTHA'S CLINIC.
PART VI, LINE 5:	ADVOCATE SHERMAN HOSPITAL GOVERNING COUNCIL 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 SPECIALTIES.ADVOCATE SHERMAN HAS SEVERAL OTHER PROGRAMS THAT CONTRIBUTE TO THE HEALTH OF THE COMMUNITY AS DESCRIBED BELOW. MOBILE INTEGRATED HEALTH. THE MOBILE INTEGRATED HEALTHCARE (MIH) COMMUNITY PARAMEDICINE PROGRAM PROVIDES HOME VISITS BY A LICENSED PARAMEDIC TO PATIENTS WITH CHRONIC HEALTH CONDITIONS IN ORDER TO IMPROVE HEALTH OUTCOMES. IN 2023, THERE WERE 77 PATIENTS ENROLLED IN THE PROGRAM AND 40 PATIENTS WERE SEEN FOR 154 VISITS. IN THE PAST YEAR, PATIENTS SEEN IN THE MIH PROGRAM HAD A 59 PERCENT DECREASE IN HOSPITALS ADMISSIONS AND A 28 PERCENT DECREASE IN EMERGENCY ROOM VISITS. ENROLLED PATIENTS HAD THE FOLLOWING HEALTH CONDITIONS: HEART FAILURE; CHRONIC OBSTRUCTIVE PULMONARY DISEASE; DIABETES; POST-MYOCARDIAL INFARCTION; PNEUMONIA AND ONE PATIENT WAS UNDERGOING CANCER CARE.COMMUNITY HEALTH WORKER. A CHW IS AN EXPERT IN LOCAL SOCIAL SUPPORT RESOURCES IN A LOCAL COMMUNITY. THE CHW OFTEN IS A MEMBER OF THE COMMUNITY HE OR SHE SERVES AND EDUCATES PATIENTS ON WHERE TO GET ASSISTANCE IN HOUSING, UTILITY ASSISTANCE OR MEDICAID ENROLLMENT. A FULL-TIME CHW IS EMBEDDED IN THE ADVOCATE SHERMAN EMERGENCY DEPARTMENT (ED). HE MEETS WITH PATIENTS AND ASSESSES THEIR SOCIAL DRIVERS OF HEALTH (SDOH) TO IDENTIFY BARRIERS AND NEEDS. HE THEN LINKS PATIENTS TO A PRIMARY CARE HOME AND OTHER AGENCIES FOR SUPPORT NEEDED. IN 2023, THE CHW WORKED WITH 302 PATIENTS AND MADE 424 REFERRALS, INCLUDING 271 REFERRALS TO PHYSICIANS, 29 REFERRALS TO ADVOCATE MEDICAL GROUP CLINICS AND 213 REFERRALS TO FQHC'S. THE TOP NEEDS OF PATIENTS SEEN WERE WOMEN'S HEALTHOBSTETRIC AND GYNECOLOGICAL CARE, EAR-NOSE-THROAT AND ORTHOPEDIC SPECIALTY CARE. AMERICAN RED CROSS BLOOD DRIVES. ADVOCATE SHERMAN HOSPITAL PARTNERS WITH THE AMERICAN RED CROSS TO PROVIDE MONTHLY BLOOD DRIVES HELD AT THE HOSPITAL TO ADDRESS THE ONGOING CRITICAL BLOOD SUPPLY SHORTAGE. IN 2023, A TOTAL OF 17 BLOOD DRIVES WERE COORDINATED. A TOTAL OF 774 DONORS (INCLUDING 84 FIRST TIME DONORS) COLLECTED 660 UNITS OF BLOOD WHICH EQUATES TO APPROXIMATELY 1,980 LIVES SAVED.
PART VI, LINE 6:	I. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT AND 2023-2025 COMMUNITY HEALTH IMPLEMENTATION STRATEGIESALL ADVOCATE HEALTH CARE HOSPITALS' 2022 COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) UTILIZED A MIXED METHODOLOGY APPROACH TO COMPLETING A COMPREHENSIVE STUDY OF THE DEMOGRAPHICS AND HEALTH NEEDS OF THE COMMUNITIES WE SERVE. DATA UTILIZED TO COMPLETE THE CHNA REPORTS INCLUDE PRIMARY AND SECONDARY DATA AND BOTH QUALITATIVE AND QUANTITATIVE DATA. AS ENCOURAGED BY THE IRS, EVERY HOSPITAL COLLABORATES WITH OTHER HEALTH CARE PROVIDERS, LOCAL HEALTH DEPARTMENTS AND OTHER COMMUNITY STAKEHOLDERS TO COMPLETE THE CHNA PROCESS EVERY THREE YEARS. FOLLOWING COMPLETION OF THE CHNA REPORT, EACH HOSPITAL DEVELOPS COMMUNITY HEALTH IMPLEMENTATION STRATEGIES (CHIS) TO DESCRIBE HOW THEY PLAN TO ADDRESS PRIORITIZED COMMUNITY HEALTH NEEDS.IN ILLINOIS, NINE HOSPITAL CHNA REPORTS WERE COMPLETED ON AN ALIGNED THREE-YEAR CHNA TIMELINE. ADDITIONALLY, TWO ADVOCATE CHILDREN'S HOSPITALS (OAK LAWN AND PARK RIDGE) ALSO COMPLETED A COMPREHENSIVE CHNA REPORT. ALL 11 CHNA REPORTS FOR ILLINOIS WERE REVIEWED AND APPROVED BY THE ADVOCATE HEALTH CARE NETWORK BOARD AND EACH HOSPITAL'S GOVERNING COUNCIL IN LATE DECEMBER 2022. BY THE FIRST WEEK OF MAY 2023, THE 2023-2025 COMMUNITY HEALTH IMPLEMENTATION STRATEGY PLAN FOR EACH HOSPITAL WAS MADE PUBLICLY AVAILABLE ON OUR WEBSITES. PLEASE VISIT HOSPITAL CHNA REPORTS IMPLEMENTATION PLANS PROGRESS REPORTS \| ADVOCATE HEALTH CARE. II. COMMUNITY BENEFITS PLAN AND PROGRAM EXAMPLES/OUTCOMESAS INDICATED EARLIER, THE AHC COMMUNITY STRATEGY CORE TEAM IDENTIFIED SIX KEY FOCUS AREAS TO TARGET, ALL OF WHICH HAVE BEEN IDENTIFIED AS "GAME CHANGERS" IN ACHIEVING HEALTH EQUITY. MOST OF THE PROGRAM DESCRIPTIONS AND OUTCOMES THAT FOLLOW ARE STRUCTURED ACCORDING TO THESE SIX AREAS, AND THE PROGRESS/OUTCOMES PROVIDED ARE FROM THE 2023-2025 COMMUNITY HEALTH IMPLEMENTATION STRATEGY (CHIS) AS WELL AS OUTCOMES CARRYING OVER FROM PREVIOUS CHNA AND CHIS CYCLES. WHILE PROGRAMS CAN OFTEN SUPPORT MORE THAN ONE KEY FOCUS AREA, THE FOLLOWING EXAMPLES ARE ORGANIZED TO DEMONSTRATE FULFILLMENT OF ADVOCATE'S STRATEGY IN EACH FOCUS AREA AND PREFERABLY IN THE AREA IN WHICH PROGRAMS HAVE THE MOST IMPACT. ACCESS TO INNOVATIVE CARE AND SERVICE: ACCESS TO HEALTH CARE WAS RANKED AS A TOP ISSUE BY COMMUNITY MEMBERS AND KEY STAKEHOLDERS IN THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ALL ADVOCATE HEALTH HOSPITALS IN ILLINOIS AND WISCONSIN. ACCESS TO INNOVATIVE CARE AND SERVICES IS ABOUT CREATING CONDITIONS IN OUR HOSPITALS, ACROSS OUR HEALTH SYSTEM AND IN OUR COMMUNITIES TO PROVIDE ACCESSIBLE, AVAILABLE, AFFORDABLE, AND TARGETED HEALTH CARE AND HEALTH SERVICES TO SUPPORT EVERYONE'S ABILITY TO LIVE WELL. ACCESS TO CARE OFFERS AN OPPORTUNITY TO DETECT AND TREAT DISEASE AT AN EARLIER STAGE, IMPROVE OVERALL HEALTH, PREVENT DISEASE AND DISABILITY, AND REDUCE PREVENTABLE DEATHS. SOME EXAMPLES OF THE PROGRAMS UTILIZED TO INCREASE ACCESS FOR PEOPLE LIVING IN THE COMMUNITIES WE SERVE IN 2023 INCLUDE: 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 FEDERAL POVERTY LEVEL (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. FINANCIAL ADVOCATES. FINANCIAL WELLNESS INCLUDES HAVING ACCESS TO THE PLANS, PROGRAMS, AND FINANCIAL ASSISTANCE OPTIONS THAT ARE RIGHT FOR YOU. ADVOCATE HEALTH FINANCIAL ADVOCATES ARE AVAILABLE TO SUPPORT PEOPLE WHO DON'T HAVE INSURANCE AND ARE WITHIN A CERTAIN INCOME RANGE. THESE ADVOCATES PROVIDE FREE, PERSONALIZED FINANCIAL ASSESSMENTS THAT INCLUDE IDENTIFYING EACH PATIENT'S UNIQUE HEALTH CARE NEEDS, HELPING THE PATIENT UNDERSTAND THE POTENTIAL COST OF MEDICAL TREATMENT, AND DISCUSSING THEIR FINANCIAL ASSISTANCE OPTIONS. THE ADVOCATE THEN ASSISTS PEOPLE IN APPLYING FOR THE FINANCIAL ASSISTANCE PROGRAMS MOST APPROPRIATE FOR THEM. IN 2023, FINANCIAL ADVOCATES PROCESSED 14,565 ADVOCATE FINANCIAL ASSISTANCE APPLICATIONS, COMPLETED 2,817 MEDICAID APPLICATIONS, IDENTIFIED 788 PEOPLE FOR CO-PAY ASSISTANCE AND ASSISTED PEOPLE WITH COMPLETING 243 MARKETPLACE APPLICATIONS. FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS). ALL ADVOCATE'S HOSPITALS CONTINUE TO HAVE RELATIONSHIPS WITH FQHC'S OR OTHER COMMUNITY CLINICS WITHIN THEIR SERVICE AREAS AND COLLABORATE WITH THOSE PARTNERS TO IMPROVE ACCESS TO CARE FOR MEDICAID AND UNINSURED PATIENTS. ADVOCATE SHERMAN CONTINUES TO WORK CLOSELY WITH GREATER 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 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 CONTINUES TO PROVIDE FREE MAMMOGRAMS TO UNINSURED AND LOW-INCOME INDIVIDUALS THAT ARE REFERRED BY THEIR 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. ADVOCATE HOSPITALS IN COOK COUNTY WORK CLOSELY WITH COMMUNITY HEALTH TO CONNECT AND TREAT UNINSURED PATIENTS AND TO CONNECT INDIVIDUALS THAT NEED A PRIMARY CARE PROVIDER. TO MAINTAIN QUALITY CARE 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 CARETHROUGH 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 AND DUE TO CONNECTING PATIENTS WITH COMMUNITY RESOURCES FOR UNMET SOCIAL DETERMINANTS OF HEALTH NEEDS.
PART VI, LINE 7, REPORTS FILED WITH STATES	IL

Schedule H (Form 990) 2023

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

2023

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	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

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) 2023

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) 2023

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
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

2023

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) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1DOMINIC NAKIS TREASURER	(i) (ii)	0 ------------- 212,923	0 ------------- 2,594,726	0 ------------- 3,579,940	0 ------------- 121,372	0 ------------- 8,980	0 ------------- 6,517,941	0 ------------- 195,217
2WILLIAM SANTULLI VICE PRESIDENT	(i) (ii)	0 ------------- 1,775,117	0 ------------- 3,426,826	0 ------------- 603,179	0 ------------- 324,949	0 ------------- 34,667	0 ------------- 6,164,738	0 ------------- 246,278
3MICHAEL GREBE SECRETARY	(i) (ii)	0 ------------- 142,133	0 ------------- 1,229,539	0 ------------- 2,231,753	0 ------------- 96,507	0 ------------- 2,547	0 ------------- 3,702,479	0 ------------- 129,806
4NAN NELSON ASSISTANT TREASURER, TREASURER	(i) (ii)	0 ------------- 757,767	0 ------------- 653,280	0 ------------- 310,918	0 ------------- 122,557	0 ------------- 30,211	0 ------------- 1,874,733	0 ------------- 99,317
5KAREN LAMBERT DIRECTOR	(i) (ii)	0 ------------- 687,560	0 ------------- 743,907	0 ------------- 187,664	0 ------------- 119,203	0 ------------- 35,666	0 ------------- 1,774,000	0 ------------- 112,071
6BRAD CLARK ASSISTANT TREASURER	(i) (ii)	0 ------------- 991,783	0 ------------- 356,324	0 ------------- 83,869	0 ------------- 109,999	0 ------------- 35,796	0 ------------- 1,577,771	0 ------------- 80,393
7RACHELLE HART SECRETARY	(i) (ii)	0 ------------- 597,772	0 ------------- 374,964	0 ------------- 182,744	0 ------------- 103,904	0 ------------- 26,770	0 ------------- 1,286,154	0 ------------- 93,460
8DOMINICA TALLARICO VICE PRESIDENT	(i) (ii)	0 ------------- 298,855	0 ------------- 642,974	0 ------------- 228,687	0 ------------- 32,400	0 ------------- 12,457	0 ------------- 1,215,373	0 ------------- 132,605
9JAMES DOHENY ASSISTANT TREASURER	(i) (ii)	0 ------------- 67,302	0 ------------- 295,949	0 ------------- 700,756	0 ------------- 43,643	0 ------------- 20,284	0 ------------- 1,127,934	0 ------------- 78,993
10AZMEY MATARIEH DIRECTOR	(i) (ii)	0 ------------- 500,011	0 ------------- 469,868	0 ------------- -1,617	0 ------------- 32,400	0 ------------- 4,983	0 ------------- 1,005,645	0 ------------- 29,650
11DIA NICHOLS VICE PRESIDENT	(i) (ii)	0 ------------- 505,250	0 ------------- 289,273	0 ------------- 13,781	0 ------------- 95,636	0 ------------- 34,145	0 ------------- 938,085	0 ------------- 0
12RAMINDER SINGH DIRECTOR	(i) (ii)	0 ------------- 500,011	0 ------------- 377,668	0 ------------- 738	0 ------------- 32,400	0 ------------- 15,228	0 ------------- 926,045	0 ------------- 29,650
13CARRIE DONOVAN ASSISTANT TREASURER	(i) (ii)	0 ------------- 521,217	0 ------------- 216,046	0 ------------- 37,381	0 ------------- 92,513	0 ------------- 34,309	0 ------------- 901,466	0 ------------- 75,228
14STEVE HUSER ASSISTANT TREASURER	(i) (ii)	0 ------------- 103,038	0 ------------- 189,940	0 ------------- 513,502	0 ------------- 48,323	0 ------------- 23,333	0 ------------- 878,136	0 ------------- 69,926
15MICHAEL KERNS ASSISTANT SECRETARY	(i) (ii)	0 ------------- 388,253	0 ------------- 260,462	0 ------------- 101,059	0 ------------- 80,710	0 ------------- 31,283	0 ------------- 861,767	0 ------------- 73,386
16SHERI DE SHAZO DIRECTOR, PRESIDENT	(i) (ii)	462,582 ------------- 0	229,984 ------------- 0	53,350 ------------- 0	59,989 ------------- 0	36,813 ------------- 0	842,718 ------------- 0	80,706 ------------- 0
17JAMES SLINKMAN ASSISTANT SECRETARY	(i) (ii)	0 ------------- 410,751	0 ------------- 232,619	0 ------------- 69,025	0 ------------- 80,370	0 ------------- 31,046	0 ------------- 823,811	0 ------------- 68,915
18KEVIN FITCH ASSISTANT TREASURER	(i) (ii)	0 ------------- 385,752	0 ------------- 164,653	0 ------------- 18,620	0 ------------- 56,223	0 ------------- 28,823	0 ------------- 654,071	0 ------------- 69,511
19MEELI PATEL DIRECTOR	(i) (ii)	0 ------------- 333,122	0 ------------- 148,290	0 ------------- 19,034	0 ------------- 70,009	0 ------------- 27,389	0 ------------- 597,844	0 ------------- 41,255
20RAJA CHATTERJI DIRECTOR	(i) (ii)	0 ------------- 438,202	0 ------------- 49,430	0 ------------- 21,015	0 ------------- 25,290	0 ------------- 18,300	0 ------------- 552,237	0 ------------- 24,746
21RACHEL HALVERSON ASSISTANT TREASURER	(i) (ii)	0 ------------- 419,861	0 ------------- 57,893	0 ------------- 37	0 ------------- 32,400	0 ------------- 27,158	0 ------------- 537,349	0 ------------- 0
22JUSTIN MACARIOLA-COAD VP & CMO	(i) (ii)	394,826 ------------- 0	74,477 ------------- 0	-244 ------------- 0	23,979 ------------- 0	34,844 ------------- 0	527,882 ------------- 0	23,257 ------------- 0
23MELISSA O'NEILL VICE PRESIDENT	(i) (ii)	0 ------------- 261,950	0 ------------- 49,525	0 ------------- 13,087	0 ------------- 31,844	0 ------------- 12,905	0 ------------- 369,311	0 ------------- 29,650
24MICHAEL ROSENBERG DIRECTOR MED EM & CLINICAL DECISION	(i) (ii)	350,824 ------------- 0	0 ------------- 0	5,079 ------------- 0	9,900 ------------- 0	709 ------------- 0	366,512 ------------- 0	9,150 ------------- 0
25ROBIN STOEN ASSISTANT TREASURER	(i) (ii)	0 ------------- 282,597	0 ------------- 45,052	0 ------------- -613	0 ------------- 9,829	0 ------------- 19,394	0 ------------- 356,259	0 ------------- 8,152
26KATHERINE KETNER ASSISTANT SECRETARY	(i) (ii)	0 ------------- 235,115	0 ------------- 81,180	0 ------------- 1,076	0 ------------- 18,403	0 ------------- 11,762	0 ------------- 347,536	0 ------------- 0
27SUSAN MORBY VP & CNO	(i) (ii)	254,956 ------------- 0	48,138 ------------- 0	-5,391 ------------- 0	9,093 ------------- 0	28,262 ------------- 0	335,058 ------------- 0	9,150 ------------- 0
28MICHAEL VOLANTE ASSISTANT TREASURER	(i) (ii)	0 ------------- 220,990	0 ------------- 43,015	0 ------------- -7,238	0 ------------- 19,175	0 ------------- 28,383	0 ------------- 304,325	0 ------------- 15,887
29JO AMICK VICE PRESIDENT	(i) (ii)	0 ------------- 212,950	0 ------------- 48,729	0 ------------- 3,441	0 ------------- 22,128	0 ------------- 10,785	0 ------------- 298,033	0 ------------- 25,800
30DARREN SMITH DIR ED ICU & NURSING OPS	(i) (ii)	189,311 ------------- 0	26,874 ------------- 0	-519 ------------- 0	15,133 ------------- 0	1,324 ------------- 0	232,123 ------------- 0	11,683 ------------- 0
31BYRON ATKINSON DIR PERIOPERATIVE SVCS	(i) (ii)	186,264 ------------- 0	26,167 ------------- 0	566 ------------- 0	14,589 ------------- 0	278 ------------- 0	227,864 ------------- 0	9,753 ------------- 0
32BRAD EPSTEIN DIRECTOR	(i) (ii)	170,792 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	170,792 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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.

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Schedule J (Form 990) 2023

Additional Data

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SCHEDULE O
(Form 990)

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

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

ADVOCATE SHERMAN HOSPITAL

Employer identification number

36-2167920

Return Reference	Explanation
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 XI, LINE 9:	TAX ADJUSTMENT 67,882.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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

OMB No. 1545-0047

2023

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 2025 WINDSOR DR OAK BROOK,IL60523 36-2167779	PARENT CORP	IL	501(C)(3)	LINE 12C, III-FI	N/A		No
(2)ADVOCATE CONDELL MEDICAL CENTER 2025 WINDSOR DR OAK BROOK,IL60523 26-2525968	HEALTH CARE	IL	501(C)(3)	LINE 3	AHHC		No
(3)ADVOCATE NORTH SIDE HEALTH NETWORK 2025 WINDSOR DR OAK BROOK,IL60523 36-3196629	HEALTH CARE	IL	501(C)(3)	LINE 3	AHHC		No
(4)ADVOCATE HEALTH & HOSPITALS CORPORATION 2025 WINDSOR DR OAK BROOK,IL60523 36-2169147	HEALTH CARE	IL	501(C)(3)	LINE 3	AHCN		No
(5)ADVOCATE CHARITABLE FOUNDATION 2025 WINDSOR DR OAK BROOK,IL60523 36-3297360	FUNDRAISING	IL	501(C)(3)	LINE 7	AHCN		No
(6)EHS HOME HEALTH CARE SERVICE INC 2025 WINDSOR DR OAK BROOK,IL60523 36-2913108	HOME CARE	IL	501(C)(3)	LINE 10	AHHC		No
(7)MERIDIAN HOSPICE 2025 WINDSOR DR OAK BROOK,IL60523 36-3158667	HOSPICE CARE	IL	501(C)(3)	LINE 10	EHSHHCS		No
(8)MASONIC FAMILY HEALTH FOUNDATION INC 2025 WINDSOR DR OAK BROOK,IL60523 36-4397387	FUNDRAISING	IL	501(C)(3)	LINE 12A, I	MFHS		No
(9)ADVOCATE AURORA HEALTH INC 2025 WINDSOR DR OAK BROOK,IL60523 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) 2023

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

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 2025 WINDSOR DR OAK BROOK,IL60523 36-3315416	HEALTH SERVICES	IL	N/A	C					No
(2) EVANGELICAL SERVICES CORPORATION 2025 WINDSOR DR OAK BROOK,IL60523 36-3208101	MGMT SERVICES	IL	N/A	C					No
(3) HIGH TECHNOLOGY INC 2025 WINDSOR DR OAK BROOK,IL60523 36-3368224	MEDICAL SERVICES	IL	N/A	C					No
(4) DREYER CLINIC INC 2025 WINDSOR DR OAK BROOK,IL60523 36-2690329	MEDICAL SERVICES	IL	N/A	C					No
(5) PARKSIDE CENTER CONDO ASSOCIATION 1775 WEST DEMPSTER STREET PARK RIDGE,IL60068 36-3452486	PROPERTY MGMT	IL	N/A	C					No
(6) THE DELPHI GROUP IV INC 1425 N RANDALL ROAD ELGIN,IL60123 36-4017279	HEALTH COST MGT	IL	N/A	C					No
(7) ADVOCATE HPN NFP 2025 WINDSOR DR OAK BROOK,IL60523 81-0893878	HEALTH IMPRV	IL	N/A	C					No
(8) ADVOCATE INSURANCE SPC 878 W BAY RD PO BOX 1159 GRAND CAYMAN KY1-1102 CJ 98-0422925	INSURANCE	CJ	N/A	C					No
(9) ADVOCATE HEALTH PARTNERS 1701 WEST GOLF ROAD ROLLING MEADOWS,IL60008 36-4032117	HEALTH CARE MGT	IL	N/A	C					No
(10) ADVOCATE PHYSICIAN PARTNERS ACCTBLE CARE 1701 WEST GOLF ROAD ROLLING MEADOWS,IL60008 45-5498384	HEALTH CARE MGT	IL	N/A	C					No
(11) 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) 2023

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) ............................

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

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

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

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 HEALTH AND HOSPITALS CORPORATION	S	5,908,057	COST
(2) ADVOCATE HEALTH PARTNERS	M	2,947,573	COST
(3) ADVOCATE HOME CARE PRODUCTS INC	M	51,428	COST
(4) ADVOCATE INSURANCE SPC	M	1,246,008	COST
(5) ADVOCATE HEALTH CARE NETWORK	S	1,261,664	COST
(6) ADVOCATE HEALTH AND HOSPITALS CORPORATION	E	1,805,000	COST
(7) ADVOCATE HEALTH AND HOSPITALS CORPORATION	E	1,805,000	COST
(8) ADVOCATE HEALTH AND HOSPITALS CORPORATION	E	149,214,878	COST
(9) ADVOCATE HEALTH AND HOSPITALS CORPORATION	Q	896,000	COST
(10) ADVOCATE HEALTH PARTNERS	Q	1,145,000	COST
(11) ADVOCATE HEALTH CARE NETWORK	E	7,550,000	COST
(12) ADVOCATE HEALTH CARE NETWORK	E	7,550,000	COST
(13) ADVOCATE HEALTH CARE NETWORK	E	31,790,000	COST

Schedule R (Form 990) 2023

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) 2023

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) 2023

Additional Data

Software ID:
Software Version:

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	25
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	25
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	1,645
6	Total number of volunteers (estimate if necessary) .............	6	190
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,773,517	423,145
9	Program service revenue (Part VIII, line 2g) .........	487,784,065	510,412,821
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	967,792	14,344,855
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	832,894	884,474
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	493,358,268	526,065,295
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	-20,000	0
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)	125,039,768	125,960,395
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)....	374,797,782	370,444,476
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	499,817,550	496,404,871
19	Revenue less expenses. Subtract line 18 from line 12.......	-6,459,282	29,660,424
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	513,887,857	439,941,881
21	Total liabilities (Part X, line 26).............	347,013,921	243,339,640
22	Net assets or fund balances. Subtract line 21 from line 20.....	166,873,936	196,602,241

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 372,694,217 including grants of $ 0 ) (Revenue $ 509,808,337 )
	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 HOSPITAL 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 HOSPITAL 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 HOSPITAL 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 $ 5,996,454 including grants of $ ) (Revenue $ 0 )
	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 2022, ADVOCATE SHERMAN PROVIDED 2,318 CARDIAC CATHERIZATIONS AND 88 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 2023, ADVOCATE SHERMAN PERFORMED 1,462 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. 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 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.

4c	(Code: ) (Expenses $ 0 including grants of $ ) (Revenue $ 1,251,886 )
	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 952 CREDENTIALED PHYSICIANS AND 1,681 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. THE HOSPITAL IS ALSO CERTIFIED AS A PRIMARY STROKE CENTER BY DNV-GL HEALTHCARE.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 34 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 2022 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 2030 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 2023, THE HOSPITAL'S PHYSICIANS AND TEAM MEMBERS TREATED 11,936 INPATIENT ADMISSIONS, INCLUDING 1,782 DELIVERIES, AND HANDLED 320,684 OUTPATIENT VISITS. AS A LEVEL II TRAUMA CENTER, ADVOCATE SHERMAN PROVIDED 2,494 TRAUMA VISITS AND 60,404 EMERGENCY DEPARTMENT VISITS IN 2023. ADVOCATE SHERMAN SERVES A PRIMARY SERVICE AREA (PSA) INCLUDING 298,893 PEOPLE WHO RESIDE IN THE ILLINOIS COMMUNITIES OF ALGONQUIN, CARPENTERSVILLE, WEST DUNDEE, ELGIN, GILBERTS, HUNTLEY, LAKE IN THE HILLS AND SOUTH ELGIN.ACCORDING TO THE 2022 CHNA, IN THE ADVOCATE SHERMAN PSA, 7.8 PERCENT OF THE POPULATION IS LIVING BELOW THE FEDERAL POVERTY LELVE (FPL). THE COMMUNITIES WITH THE LARGEST PERCENTAGE OF FAMILIES LIVING BELOW THE FEDERAL POVERTY LEVEL ARE THOSE IN ELGIN (60120) AT 13.1 PERCENT, CARPENTERSVILLE (60110) AT 11.6 PERCENT AND ELGIN (60123) AT 10.1 PERCENT. THE PSA MEDIAN HOUSEHOLD INCOME IS $90,927. 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 2023, ADVOCATE HEALTH CARE PROVIDED OVER $1.2 BILLION IN COMMUNITY BENEFIT PROGRAMS AND SERVICES.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 HOSPITAL IMPLEMENTATION PLANS AND STRATEGIES ALIGN WITH THE AAH 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 AAH HOSPITALS CHNA REPORTS AND ON INDUSTRY LITERATURE, THE FOLLOWING SIX FOCUS AREAS HAVE BEEN PRIORITIZED AND ARE THE FOUNDATION ON WHICH THE HOSPITAL-SPECIFIC IMPLEMENATION 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 HOSPITAL 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 FAIL

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses378,690,671

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	2,557,336	33,328,685	2,623,704

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	152,805
e	Government grants (contributions)		1e	263,986

f	All other contributions, gifts, grants, and similar amounts not included above		1f	6,354

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

h Total. Add lines 1a-1f.......		423,145

		Business Code
2a	MEDICARE/MEDICAID	622110	174,365,599	174,365,599
b	BLUE CROSS/MGD CARE	622110	122,755,479	122,755,479
c	PATIENT SVC REVENUE	622110	119,629,238	119,629,238
d	LABORATORY	541380	44,084,942	44,084,942
e	PHARMACY	456110	40,560,628	40,560,628
f	All other program service revenue.		9,016,935	9,016,935
g	Total. Add lines 2a–2f .....		510,412,821

3 Investment income (including dividends, interest, and othersimilar amounts) ......			14,146,600			14,146,600
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	237,071
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	237,071
d	Net rental income or (loss).......			237,071			237,071
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		207,659
b	Less: cost or other basis and sales expenses	7b		9,404
c	Gain or (loss)	7c		198,255
d	Net gain or (loss).........			198,255			198,255
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
11a	CAFETERIA REVENUE		722514	640,484	640,484
b	ALL OTHER REVENUE		900099	5,527	5,527
c	MISCELLANEOUS		900099	1,392	1,392
d	All other revenue ....
e	Total. Add lines 11a–11d ......			647,403
12	Total revenue. See instructions.....			526,065,295	511,060,224	0	14,581,926

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
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 ...........	923,423	923,423
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........	100,310,824	98,758,036	1,552,788
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,631,232	2,631,232
9	Other employee benefits .......	14,938,911	14,489,611	449,300
10	Payroll taxes ...........	7,156,005	7,072,319	83,686
11	Fees for services (non-employees):
a	Management ......	2,822		2,822
b	Legal .........	32,049		32,049
c	Accounting ...........
d	Lobbying ...........	43,968		43,968
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)	16,537,597		16,537,597
12	Advertising and promotion ....	32,921	14,616	18,305
13	Office expenses .......	2,241,362	2,193,606	47,756
14	Information technology ......	114,332	109,646	4,686
15	Royalties ..
16	Occupancy ...........	1,952,524	2,237,068	-284,544
17	Travel ............	66,690	55,964	10,726
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	94,216	52,535	41,681
20	Interest ...........	7,169,721		7,169,721
21	Payments to affiliates .......	-55,974	-55,974
22	Depreciation, depletion, and amortization ..	15,796,312	5,808,150	9,988,162
23	Insurance ...	11,612,998		11,612,998
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	135,570,358	132,788,542	2,781,816
b	OTHER	69,181,138	321,384	68,859,754
c	MEDICAL SUPPLIES	61,695,854	62,550,003	-854,149
d	INCOME TAXES	1,947	1,947	0
e	All other expenses	48,353,641	48,738,563	-384,922
25	Total functional expenses. Add lines 1 through 24e	496,404,871	378,690,671	117,714,200	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 ........			-4,113	1	8,001
2	Savings and temporary cash investments .........			14,017,424	2	9,064,580
3	Pledges and grants receivable, net ......			88,761	3
4	Accounts receivable, net .............			37,944,480	4	47,136,740
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 ............			10,462,592	8	9,634,915
9	Prepaid expenses and deferred charges ......			223,955	9	76,734
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	381,114,530
b	Less: accumulated depreciation	10b	185,459,131	203,429,337	10c	195,655,399
11	Investments—publicly traded securities .			175,546,394	11	171,469,770
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			4,498,092	13	5,037,969
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			67,680,935	15	1,857,773
16	Total assets. Add lines 1 through 15 (must equal line 33)...			513,887,857	16	439,941,881

17	Accounts payable and accrued expenses .....	126,552,899	17	31,498,075
18	Grants payable ...		18
19	Deferred revenue .........		19	206,866
20	Tax-exempt bond liabilities .........		20
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	220,461,022	25	211,634,699
26	Total liabilities. Add lines 17 through 25..	347,013,921	26	243,339,640

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	166,820,613	27	196,481,036
28	Net assets with donor restrictions ...........	53,323	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 ...........	166,873,936	32	196,602,241
33	Total liabilities and net assets/fund balances ........	513,887,857	33	439,941,881