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) JAMES SKOGSBERGH...................................................................... DIRECTOR, EXECUTIVE VP COO	1.00 ................. 55.00	X	X	16,598,134	818,812
(2) REV NATHANIEL EDMOND...................................................................... DIRECTOR, CHAIRPERSON	1.00 ................. 0.00	X		15,100	0
(3) MICHELE RICHARDSON...................................................................... DIRECTOR	1.00 ................. 0.00	X		131,433	0
(4) RICHARD JAKLE...................................................................... DIRECTOR	1.00 ................. 0.00	X		123,633	0
(5) GAIL HASBROUCK...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(6) DAVID ANDERSON...................................................................... DIRECTOR	1.00 ................. 0.00	X		48,000	0
(7) JOHN TIMMER...................................................................... DIRECTOR	1.00 ................. 0.00	X		116,433	0
(8) LYNN CRUMP-CAINE...................................................................... DIRECTOR	1.00 ................. 0.00	X		93,100	0
(9) MARK HARRIS...................................................................... DIRECTOR	1.00 ................. 0.00	X		97,100	0
(10) DR DAISY VARUGHESE...................................................................... DIRECTOR	1.00 ................. 0.00	X		2,000	0
(11) ULYSSES BURLEY III...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(12) KATHIE BENDER SCHWICH...................................................................... DIRECTOR	1.00 ................. 0.00	X		1,426,850	179,384
(13) WILLIAM SANTULLI...................................................................... DIRECTOR, PRESIDENT	1.00 ................. 55.00	X	X	5,805,122	359,616
(14) GARY STUCK...................................................................... DIRECTOR/OFFICER	1.00 ................. 55.00	X	X	2,766,000	229,236
(15) KELLY GOLSON...................................................................... DIRECTOR	1.00 ................. 55.00	X	X	2,471,223	145,618
(16) KEVIN BRADY...................................................................... DIRECTOR	1.00 ................. 55.00	X	X	3,393,965	61,140
(17) CLARENCE NIXON JR...................................................................... DIRECTOR, VICE CHAIRPERSON	1.00 ................. 55.00		X	8,000	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) DOMINICA TALLARICO........................................................................ VICE PRESIDENT	1.00 .......................55.00	X			0	1,170,516	44,857
(19) DIA NICHOLS........................................................................ VICE PRESIDENT	1.00 .......................55.00	X			0	808,304	129,781
(20) DOMINIC NAKIS........................................................................ TREASURER	1.00 .......................55.00	X			0	6,387,589	130,352
(21) NAN NELSON........................................................................ ASSISTANT TREASURER, TREASURER	1.00 .......................55.00	X			0	1,721,965	152,768
(22) MICHAEL GREBE........................................................................ SECRETARY	1.00 .......................55.00	X			0	3,603,425	99,054
(23) RACHELLE HART........................................................................ SECRETARY	1.00 .......................55.00	X			0	1,155,480	130,674
(24) CARRIE DONOVAN........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	774,644	126,822
(25) JAMES DOHENY........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	1,064,007	63,927
(26) MICHAEL VOLANTE........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	256,767	47,558
(27) ROBIN STOEN........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	327,036	29,223
(28) STEVE HUSER........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	806,480	71,656
(29) BRAD CLARK........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	1,431,976	145,795
(30) RACHEL HALVERSON........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	477,791	59,558
(31) KEVIN FITCH........................................................................ ASSISTANT TREASURER	1.00 .......................55.00	X			0	569,025	85,046
(32) MICHAEL KERNS........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00	X			0	749,774	111,993
(33) JAMES SLINKMAN........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00	X			0	712,395	111,416
(34) KATHERINE KETNER........................................................................ ASSISTANT SECRETARY	1.00 .......................55.00	X			0	317,371	30,165
(35) SUSAN LOPEZ........................................................................ PRESIDENT OF ADVOCATE IMMC	55.00 .......................0.00		X		1,446,839	0	116,662
(36) CHANANNAIT PAISANSATHAN........................................................................ CHAIRMAN ANESTHESIOLOGY	55.00 .......................0.00			X	400,193	229,120	41,416
(37) RICHARD FANTUS........................................................................ CHAIR SURGERY DEPARTMENT	55.00 .......................0.00			X	694,450	0	42,332
(38) CLIFTON CLARKE........................................................................ VP & CMO IMMC	55.00 .......................0.00			X	534,530	0	35,839
(39) KENNETH LAUBE........................................................................ VP & CNO IMMC	55.00 .......................0.00			X	250,508	0	9,743
(40) NED NASR........................................................................ ANESTHESIOLOGIST	55.00 .......................0.00			X	249,995	264,583	10,081

(A) Name and business address	(B) Description of services	(C) Compensation
TRAVEL NURSE ACROSS AMERICA LLC 5020 NORTHSHORE DR STE 2 NORTH LITTLE ROCK,AR72118	STAFFING	9,904,427
CARDIAC SURGERY ASSOCIATES SC 2650 WARRENVILLE RD STE 280 DOWNERS GROVE,IL60515	HEALTHCARE SERVICES	822,746
SPECIALTYCARE CARDIOVASCULAR 3 MARYLAND FARMS RD STE 200 BRENTWOOD,TN37027	HEALTHCARE SERVICES	594,953
CUNNINGHAM MEYER & VEDRINE PC 4200 CANTERA DR STE 112 WARRENVILLE,IL60555	LEGAL SERVICES	538,902
3DR LABS LLC 1941 BISHOP LN STE 807 LOUISVILLE,KY40218	MEDICAL SERVICES	466,837
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 23

- 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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

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 NORTH SIDE HEALTH NETWORK

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 NORTH SIDE HEALTH NETWORK		Employer identification number 36-3196629

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization ADVOCATE NORTH SIDE HEALTH NETWORK			Employer identification number 36-3196629
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ 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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

Part I-A

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

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

57,728

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

57,728

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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 .....	51,643,171		51,643,171
b	Buildings ....	433,575,731	240,642,176	192,933,555
c	Leasehold improvements	11,185,474	2,818,706	8,366,768
d	Equipment ....	103,992,134	78,218,234	25,773,900
e	Other .....	99,714,640	614,697	99,099,943
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				377,817,337

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)MASONIC FAMILY HEALTH FDN	108,040,955	F
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	108,040,955

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
THIRD PARTY SETTLEMENTS	39,230,931
OPERATING LEASE LIABILITY	8,367,317
OTHER NON-CURRENT LIABILITIES	248,382






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	47,846,630
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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

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? . . . . . .

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) . . .	3,313,501	0	3,313,501	0.340 %
b	Medicaid (from Worksheet 3, column a) . . . . .	122,173,263	111,791,564	10,381,699	1.080 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	125,486,764	111,791,564	13,695,200	1.420 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	6,740,203	0	6,740,203	0.700 %
f	Health professions education (from Worksheet 5) . . .	48,173,155	11,832,127	36,341,028	3.780 %
g	Subsidized health services (from Worksheet 6) . . . .	19,257,590	15,695,726	3,561,864	0.370 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	16,684	0	16,684	0 %
j	Total. Other Benefits . .	74,187,632	27,527,853	46,659,779	4.850 %
k	Total. Add lines 7d and 7j .	199,674,396	139,319,417	60,354,979	6.270 %

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. ......

26,804,146

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. ......

2,122,407

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).....

255,153,484

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

264,423,069

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

-9,269,585

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 %
1
2
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 IL MASONIC MEDICAL CENTER 836 WEST WELLINGTON AVENUE CHICAGO,IL60657 HTTP://WWW.ADVOCATEHEALTH.COM/IMMC/ 0005165	X	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 ILLINOIS MASONIC MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

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 ILLINOIS MASONIC MEDICAL CENTER
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):

HTTP://WWW.ADVOCATEHEALTH.COM/FINANCIALASSISTANCE

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

HTTP://WWW.ADVOCATEHEALTH.COM/FINANCIALASSISTANCE

A plain language summary of the FAP was widely available on a website (list url):
HTTP://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 ILLINOIS MASONIC MEDICAL CENTER
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 ILLINOIS MASONIC MEDICAL CENTER
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

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?6
Name and address		Type of Facility (describe)
1	1 - AMBULATORY PAVILION 836 W WELLINGTON AVENUE CHICAGO,IL606575147	PATIENT CARE - OUT PATIENT
2	2 - MEDICAL OFFICE BUILDING 3000 N HALSTED ST STES 100A 100B 401A 4 CHICAGO,IL606579268	PATIENT CARE - OUT PATIENT
3	3 - EDUCATION CENTER 836 W NELSON ST CHICAGO,IL606579237	OTHER
4	4 - CANCER CENTER 901 W WELLINGTON AVENUE CHICAGO,IL606576708	PATIENT CARE - OUT PATIENT
5	5 - PRIMARY CARE CENTER 3048 N WILTON AVENUE CHICAGO,IL606576710	PATIENT CARE - OUT PATIENT
6	6 - CHICAGO WELLINGTON DENTISTRY 811 WELLINGTON AVE CHICAGO,IL60657	PATIENT CARE - OUT PATIENT
7
8
9
10

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 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:	ANSHN PROVIDES SUBSIDIZED HEALTH SERVICES TO THE COMMUNITY. THESE SERVICES ARE PROVIDED DESPITE CREATING A FINANCIAL LOSS FOR ANSHN. THESE SERVICES ARE PROVIDED BECAUSE THEY MEET AN IDENTIFIED COMMUNITY NEED. IF ANSHN DID NOT PROVIDE THE CLINICAL SERVICE, IT IS REASONABLE TO CONCLUDE THAT THESE SERVICES WOULD NOT BE AVAILABLE TO THE COMMUNITY. THE SERVICES INCLUDED ARE BOTH INPATIENT AND OUTPATIENT PROGRAMS FOR PEDIATRICS AND REHABILITATION SERVICES.
PART I, LN 7 COL(F):	$25,472,918 (UPDATE NUMBER) OF BAD DEBT EXPENSE WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT WAS REMOVED FROM THE DENOMINATOR FOR PURPOSES OF SCHEDULE H, PART I, LINE 7, COLUMN (F).
PART II, COMMUNITY BUILDING ACTIVITIES:	AS A RESULT OF THE 2020-2022 CHNA PROCESS, ADVOCATE ILLINOIS MASONIC MEDICAL CENTER'S COMMUNITY HEALTH COUNCIL SELECTED THE FOLLOWING THREE PRIORITIES: HEALTH AND NUTRITION HEALTH LIFESTYLES WAS CHOSEN AS ONE OF THE TWO HEALTH NEED PRIORITIES DUE TO MANY CHRONIC DISEASES AND HEALTH ISSUES THAT ARE RELATED TO POOR NUTRITION AND PHYSICAL ACTIVITY. THE PHYSICAL ENVIRONMENT OF A COMMUNITY SUCH AS AVAILABILITY OF AFFORDABLE, FRESH FOOD AND SAFE PLACES TO BE PHYSICALLY ACTIVE AFFECT RESIDENTS' ABILITY TO EXERCISE, EAT A HEALTHY DIET, AND MAINTAIN A HEALTHY BODY WEIGHT. 2023 HEALTH AND NUTRITION OUTCOMES: ADVOCATE ILLINOIS MASONIC CONTINUES TO ADDRESS THE FOOD SECURITY NEEDS OF INDIVIDUALS THROUGH THE HOSPITAL BASED FOOD PANTRY PROGRAM. IN 2023, THE MEDICAL CENTER'S HOSPITAL-BASED FOOD PANTRY PROGRAM SERVED 58 PATIENTS AND DISTRIBUTED AN ESTIMATED 870 POUNDS. ADVOCATE ILLINOIS MASONIC ALLOCATED FUNDS TO SUPPORT WITH GROCERY CARDS FOR LOW-INCOME STUDENTS FROM CHRIST THE KING (CTK).BEHAVIORAL HEALTHBEHAVIORAL HEALTH WAS SELECTED AS THE OTHER HEALTH PRIORITY. THIS HEALTH PRIORITY INCLUDES MENTAL HEALTH AND SUBSTANCE/ALCOHOL USE. THE RATES OF MENTAL HEALTH ISSUES AND SUBSTANCE USE ARE CONTINUING TO INCREASE OVER TIME, AND IT'S ANTICIPATED THAT THE IMPACT WILL BE SEVERE DUE TO THE IMPLICATIONS OF COVID-19. 2023 BEHAVIORAL HEALTH OUTCOMES: ADVOCATE ILLINOIS MASONIC MEDICAL CENTER ESTABLISHED A PARTNERSHIP WITH ONWARD NEIGHBORHOOD HOUSE AND IS SPONSORING THEIR ILLINOIS WELCOMING CENTER FOR IMMIGRANTS AND REFUGEES PROGRAM. THE PROGRAM AIMS TO INCREASE ACCESS TO BEHAVIORAL HEALTH SERVICES, ACCESS FOR IMMIGRANT AND UNINSURED INDIVIDUALS AND ACCESS TO INDIVIDUAL AND FAMILY PSYCHOTHERAPY IN THE BELMONT CRAGIN AREA AND NEIGHBORING COMMUNITIES. THE ADVOCATE ILLINOIS MASONIC MOBILE CRISIS RESPONSE TEAM SERVED 32 PATIENTS, PROVIDING 545 SERVICES IN THE COMMUNITY. THE TEAM PROVIDES CRISIS INTERVENTIONS, THERAPY AND CASE MANAGEMENT TO ACUTELY ILL BEHAVIORAL HEALTH PATIENTS, OFFERING COMMUNITY-BASED ENCOUNTERS. THE MEDICAL CENTER CONTINUES TO IMPLEMENT THE FIRST ACCESS PROGRAM WHICH AIMS TO INCREASE ACCESS TO BEHAVIORAL HEALTH SERVICES. IN 2023 BHS EXTENDED INTAKE FUNCTIONALITY FOR NEW PATIENTS BEYOND FIRST ACCESS SO THAT INTERMITTENT STAFFING CHALLENGES DO NOT INTERFERE WITH STEADY ACCESS TO CARE: 1877 INTAKES TO NEW PATIENTS WERE PROVIDED IN 2023.SOCIAL DRIVERS OF HEALTH COVID-19 EXPOSED THE DEVASTATING IMPACT SOCIAL AND ECONOMIC FACTORS CAN HAVE ON ONE'S HEALTH AND IN MANY LOW-INCOME COMMUNITIES OF COLOR. THE CHC IDENTIFIED SDOH AS A CRUCIAL COMPONENT OF ADDRESSING THE ROOT CAUSES OF THE PRIORITIZED HEALTH NEEDS AND KEY TO IMPROVING THE OVERALL HEALTH AND QUALITY OF LIFE IN THE PSA. THE CHC VOTED TO INTEGRATE SDOH INTO HEALTH AND NUTRITION AND BEHAVIORAL HEALTH INSTEAD OF HAVING A SDOH STAND ALONE AS A HEALTH NEED.FOR A COMPLETE 2023 PROGRAM RECAP, VISIT ADVOCATE ILLINOIS MASONIC'S 2023 COMMUNITY HEALTH PROGRESS REPORT: 2023 IMMC COMMUNITY HEALTH PROGRESS REPORT FOR DETAILS ON OUR IMPLEMENTATION STRATEGIES, VISIT ADVOCATE ILLINOIS MASONIC'S COMMUNITY HEALTH IMPLEMENTATION STRATEGY: 2023-2025 IMMC CHIS HEALTH NEEDS NOT SELECTED AND WHY ACCESS TO HEALTH CARE CANCER RESPIRATORY HEALTH COVID-19 HEART DISEASE DIABETESFOR DETAILED INFORMATION ON WHY THESE NEEDS WERE NOT SELECTED PLEASE SEE ADVOCATE ILLINOIS MASONIC'S 2022 CHNA AT: ADVOCATE ILLINOIS MASONIC MEDICAL CENTER CHNA REPORT 2022 ADVOCATE HEALTH CARE
PART III, LINE 4:	FOR ANHN, IN 2022, THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERED 24.96% OF NET PATIENT ACCOUNTS RECEIVABLE. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT NET REALIZABLE VALUE. ANSHN EVALUATES THE COLLECTABILITY OF ITS ACCOUNTS RECEIVABLE BASED ON THE LENGTH OF TIME THE RECEIVABLE IS OUTSTANDING, PAYER CLASS, HISTORICAL COLLECTION EXPERIENCE, AND TRENDS IN HEALTH CARE INSURANCE PROGRAMS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE.THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 IS BASED ON THE RATIO OF PATIENT CARE COST TO CHARGES. THE UNREIMBURSED COST OF BAD DEBT WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) TO THE ORGANIZATION'S BAD DEBT PROVISION PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS RECEIVED.ADVOCATE MAKES EVERY EFFORT TO IDENTIFY THOSE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BY STRICTLY ADHERING TO ITS FINANCIAL ASSISTANCE POLICY. WE BELIEVE THAT ADVOCATE HAS A POPULATION OF PATIENTS WHO ARE UNINSURED OR UNDERINSURED BUT WHO DO NOT COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) WHICH COULD BE REASONABLY ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF SUFFICIENT INFORMATION HAD BEEN AVAILABLE TO MAKE A DETERMINATION OF THEIR ELIGIBILITY, WAS BASED UPON SELF PAY PATIENT ACCOUNTS WHICH HAD AMOUNTS WRITTEN OFF TO BAD DEBTS. OUR METHOD WAS TO BEGIN WITH THE SELF-PAY PORTION OF BAD DEBT EXPENSE PROVISION. THE SELF PAY PORTION EXCLUDES THOSE PATIENTS WHO HAD FINANCIAL ASSISTANCE APPLICATIONS PENDING AT THE TIME OF SERVICE. THIS COST WAS THEN REDUCED BY CHARGES IDENTIFIED AS TRUE BAD DEBT EXPENSE, INCLUDING COPAYS FOR PATIENTS WHO QUALIFIED FOR LESS THAN 100% FINANCIAL ASSISTANCE. THE COST TO CHARGE RATIO WAS THEN APPLIED TO THE REMAINING CHARGES, TO DETERMINE THE VALUE (AT COST) OF PATIENT ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT. WE BELIEVE THIS PROCESS IS A REASONABLE BASIS FOR OUR ESTIMATE. AS WE ARE ONLY CONSIDERING SELF-PAY ACCOUNTS WRITTEN OFF TO BAD DEBT FOR THIS ESTIMATE, THIS ESTIMATE DOES NOT INCLUDE THE IMMEDIATE 25% DISCOUNT TO CHARGES WHICH IS APPLIED TO ALL SELF-PAY PATIENTS. IT ALSO DOES NOT INCLUDE ACCOUNT BALANCES OR CO-PAYS OF NON-SELF PAY ACCOUNTS WHICH ARE WRITTEN OFF TO BAD DEBT WHEN THE PATIENT HAS NO OTHER FINANCIAL RESOURCES TO PAY THESE AMOUNTS AND THE PATIENT DOES NOT APPLY FOR FINANCIAL ASSISTANCE.BAD DEBT AMOUNTS HAVE BEEN EXCLUDED FROM OTHER COMMUNITY BENEFIT AMOUNTS REPORTED THROUGHOUT SCHEDULE H.
PART III, LINE 8:	IN 2022, NO SHORTFALL WAS REPORTED ON PART III, LINE 7.FOR ADVOCATE NORTHSIDE'S OPERATIONS, THE UNREIMBURSED COST OF MEDICARE WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) AND FOR NON-HOSPITAL OPERATIONS THE COST TO CHARGE RATIO CALCULATED ON WORKSHEET 2 RATIO OF PATIENT CARE COST TO CHARGES TO THE ORGANIZATION'S MEDICARE, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS AND/OR CONTRIBUTIONS RECEIVED THAT WERE DESIGNATED FOR THE PAYMENT OF MEDICARE PATIENT BILLS.
PART III, LINE 9B:	ANSHN MAINTAINS BOTH WRITTEN FINANCIAL ASSISTANCE AND BAD DEBT/COLLECTION POLICIES. THE BAD DEBT/COLLECTION POLICY DOES NOT APPLY TO THOSE PATIENTS KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE; THEREFORE SUCH PATIENTS ARE NOT SUBJECT TO COLLECTION PRACTICES.
PART VI, LINE 2:	COMMUNITY HEALTH NEEDS ASSESSMENTALLIANCE FOR HEALTH EQUITY (AHE). THE ALLIANCE FOR HEALTH EQUITY IS A COALITION OF COOK COUNTY NON-PROFIT AND PUBLIC HOSPITALS, HEALTH DEPARTMENTS AND COMMUNITY-BASED ORGANIZATIONS. THE COALITION IS LED BY A STEERING COMMITTEE OF WHICH ADVOCATE AURORA IS A MEMBER AND RECEIVES BACKBONE SUPPORT FROM THE ILLINOIS PUBLIC HEALTH INSTITUTE (IPHI). IPHI SERVES AS THE BACKBONE ORGANIZATION FOR THE COLLABORATIVE AND THE HOSPITALS PROVIDE FUNDING FOR THE SHARED ASSESSMENT AND THE DEVELOPMENT OF THE COMMUNITY HEALTH IMPROVEMENT PLAN.COMMUNITY HEALTH NEEDS ASSESSMENTTHE ALLIANCE AIMS TO COMPLETE A TRI-ANNUAL COMPREHENSIVE COLLABORATIVE CHNA AND TO DEVELOP ALIGNED COMMUNITY HEALTH IMPROVEMENT PLANS. THE ALLIANCE IS ONE OF THE LARGEST CHNA AND COMMUNITY HEALTH IMPROVEMENT COALITIONS IN THE NATION. IN ADDITION TO OVER 30 NON-PROFIT AND PUBLIC HOSPITALS AND SEVEN LOCAL HEALTH DEPARTMENTS, MORE THAN 100 COMMUNITY ORGANIZATIONS PARTICIPATED IN THE 2022 ASSESSMENT AND HEALTH IMPROVEMENT ACTION TEAMS. THE ALLIANCE CREATED AND DISTRIBUTED HEALTH SURVEYS THROUGHOUT COOK COUNTY, WITH A FOCUS TO SURVEY AT RISK AND ETHNICALLY DIVERSE COMMUNITIES. OVER 5,000 SURVEYS WERE COMPLETED, PROVIDING A PICTURE OF COMMUNITY CONCERNS, STRENGTHS, AND HEALTH NEEDS THROUGH THE LENS OF COMMUNITY MEMBERS. PRIMARY AND SECONDARY DATA GATHERING ALSO INCLUDED MULTIPLE FOCUS GROUPS AND HOSPITAL UTILIZATION DATA, WHICH WAS ANALYZED BY IPHI STAFF. IPHI COMPLETED THE ALLIANCE'S CHNA IN AUGUST 2022.COMMUNITY HEALTH COUNCIL (CHC). THE COMMUNITY HEALTH COUNCIL (CHC) IS LED BY THE COMMUNITY HEALTH DIRECTOR AND IS A DIVERSE AND MULTISECTORAL COUNCIL COMPRISED OF THE MEDICAL CENTER AND COMMUNITY REPRESENTATIVES. THE COUNCIL ACTS AS AN ADVISORY BODY FOR THE MEDICAL CENTER'S COMMUNITY HEALTH DEPARTMENT AND SUPPORTS DATA COLLECTION, DATA REVIEW, PRIORITIZING IDENTIFIED HEALTH NEEDS AND IDENTIFYING COMMUNITY PARTNERS TO SUPPORT THE CREATION AND DEVELOPMENT OF THE CHNA COMMUNITY HEALTH IMPROVEMENT PLAN. THE COUNCIL HAS 21 MEMBERS OF WHICH SEVEN ARE MEDICAL CENTER REPRESENTATIVES AND 14 MEMBERS REPRESENTING COMMUNITY-BASED ORGANIZATIONS. THE CHC MEMBERS REPRESENTING VULNERABLE AND/OR DIVERSE POPULATIONS ARE DENOTED WITH AN ASTERISK IN THE CHC MEMBER LIST BELOW. FOR THE 2022 CHNA CYCLE, THE CHC CONVENED SEVERAL TIMES THROUGHOUT THE YEAR TO CONDUCT A COMPREHENSIVE ASSESSMENT PROCESS. THE CHC ALSO PARTICIPATED IN THE MEDICAL CENTER'S FORCES OF CHANGE ASSESSMENT (FOCA) WHICH IS AN EXERCISE TO EVALUATE THE STRENGTHS, WEAKNESSES, OPPORTUNITIES, AND THREATS OF THE PSA COMMUNITIES. CHC MEMBERS WERE ALSO ABLE TO SHARE THEIR FEEDBACK, COMMENTS, AND RECOMMENDATIONS AROUND THE HEALTH NEEDS OF THE MEDICAL CENTER'S PSA. 2022 CHC MEMBERS ACCLIVUS INC, COO * CASA CENTRAL, DEPUTY DIRECTOR AND SENIOR COMMUNITY SERVICES * CENTRO ROMERO, RESOURCE DEVELOPER * CHICAGO POLICE DEPARTMENT 19TH DISTRICT, OFFICER * CHICAGO PUBLIC HEALTH DEPARTMENT, SENIOR ANALYST * COMMUNITY HEALTH, EXECUTIVE DIRECTOR * HEARTLAND HEALTH CENTERS, VP STRATEGY AND DEVELOPMENT * HOWARD BROWN, DIRECTOR, DATA, EVALUATION AND EPIDEMIOLOGY * NAMI CHICAGO, CHIEF INTEGRATION OFFICER * NORTHEASTERN ILLINOIS UNIVERSITY, COORDINATOR, HEALTH SCIENCES FIELD EXPERIENCE NOURISHING HOPE, CHIEF PROGRAM OFFICER * ADVOCATE ILLINOIS MASONIC, DIRECTOR, BUSINESS DEVELOPMENT ADVOCATE ILLINOIS MASONIC, DIRECTOR, TRANSITION SUPPORT PROGRAM ADVOCATE ILLINOIS MASONIC, FAITH COMMUNITY NURSE ADVOCATE ILLINOIS MASONIC, MEDICAL SOCIAL WORKER * ADVOCATE ILLINOIS MASONIC, MANAGER, MISSION, AND SPIRITUAL CARE ADVOCATE ILLINOIS MASONIC, SUPERVISOR, FOOD AND NUTRITIONGOVERNING COUNCIL (GC). THE DIRECTOR OF COMMUNITY HEALTH PROVIDED A COPY OF THE CHNA TO EACH MEDICAL GOVERNING COUNCIL MEMBER IN ADVANCE OF THE NOVEMBER 2022 COUNCIL MEETING. GOVERNING COUNCIL MEMBERS WERE ABLE TO REVIEW THE CHNA DOCUMENT IN ITS ENTIRETY BEFORE THE MEETING. THE MEDICAL CENTER'S DIRECTOR AND COORDINATOR OF COMMUNITY HEALTH PRESENTED THE CHNA DOCUMENT INCLUDING THE ASSESSMENT PROCESS AND SELECTED HEALTH NEED PRIORITIES TO THE COUNCIL. FOLLOWING THE PRESENTATION, COUNCIL MEMBERS WERE ABLE TO DISCUSS FINDINGS, ASK QUESTIONS AND COMMENT. ON NOVEMBER 22, 2022, THE ADVOCATE ILLINOIS MASONIC MEDICAL CENTER GOVERNING COUNCIL FULLY APPROVED THE 2022 ADVOCATE ILLINOIS MASONIC MEDICAL CENTER CHNA REPORT. THE ADVOCATE HEALTH CARE NETWORK BOARD APPROVED THE ADVOCATE ILLINOIS MASONIC 2022 CHNA REPORT AT THE SYSTEM LEVEL ON DECEMBER 16, 2022.
PART VI, LINE 3:	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEANSHN ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FORWHICH 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. ANSHN 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 NORTH SIDE HEALTH NETWORK 36-31966295. 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 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 THIS ASSESSMENT, "COMMUNITY" IS DEFINED AS THE MEDICAL CENTER'S PRIMARY SERVICE AREA (PSA). THE PSA CONSISTS OF 21 COMMUNITIES IN COOK COUNTY INCLUDING THE COMMUNITIES OF FORT DEARBORN (60610), NORTH CENTER (60613), LINCOLN PARK (60614), AVONDALE/N. CENTER (60618), WICKER PARK (60622), RAVENSWOOD (60625), ROGERS PARK (60626), JEFFERSON PARK (60630), DUNNING (60634), BELMONT CRAGIN (60639), UPTOWN (60640), IRVING PARK/PORTAGE PARK (60641), WICKER PARK (60642), AVALON PARK NORTH (60645), LOGAN SQUARE (60647), HUMBOLDT PARK (60651), LAKEVIEW (60657), WEST RIDGE (60659), ROGERS PARK (60660), OLD TOWN/NEAR NORTH SIDE (60610) AND ELMWOOD (60707 AND 60635).DEMOGRAPHICS POPULATION. THE TOTAL POPULATION FOR THE PSA IS 1,214,238 RESIDENTS (METOPIO, 2022). THE PSA POPULATION SLIGHTLY INCREASED BY 2.40 PERCENT FROM 2010 TO 2020.AGE AND SEX. APPROXIMATELY 18.9 PERCENT OF THE MEDICAL CENTER'S PSA IS UNDER THE AGE OF 18 YEARS OLD. THE 1839 YEAR-OLD AGE GROUP IS THE LARGEST GROUP AT 41.3 PERCENT, FOLLOWED BY THE 40-64 YEAR OLD AGE GROUP AT 28.8 PERCENT. THE 65 AND OLDER AGE GROUP IS THE SMALLEST AGE GROUP, REPRESENTING 11 PERCENT OF THE TOTAL POPULATION IN THE PSA. EXHIBIT 4 DISPLAYS THE POPULATION BY AGE GROUP. FEMALES ACCOUNT FOR 50.2 PERCENT OF THE POPULATION AND 49.8 PERCENT OF THE POPULATION IS MALE (METOPIO, AMERICAN COMMUNITY SURVEY, 2022).RACE/ETHNICITY. THE DEMOGRAPHIC DATA SHOWS THAT THE MEDICAL CENTER'S PSA IS 48.7 PERCENT NON-HISPANIC WHITE, 30.7 PERCENT HISPANIC OR LATINO, 10.3 PERCENT NON-HISPANIC BLACK, 7.8 PERCENT ASIAN OR PACIFIC ISLANDER, 2.4 PERCENT IDENTIFY AS TWO OR MORE RACES AND 0.1 PERCENT NATIVE AMERICAN (METOPIO, AMERICAN COMMUNITY SURVEY, 2022).INCOME. THE MEDIAN HOUSEHOLD INCOME FOR THE PSA IS $75,577, WHICH IS HIGHER WHEN COMPARED TO THE CITY OF CHICAGO, COUNTY, AND STATE (METOPIO, AMERICAN COMMUNITY SURVEY, 2022). THERE ARE SIGNIFICANT RACIAL AND ETHNIC DISPARITIES WITHIN THE PSA'S MEDIAN HOUSEHOLD INCOME WITH THE ASIAN OR PACIFIC ISLANDER POPULATION HAVING THE HIGHEST INCOME OF $92,382, FOLLOWED BY THE NON-HISPANIC WHITE POPULATION AT $86,774. THE HISPANIC OR LATINO AND NON-HISPANIC BLACK POPULATIONS HAD THE LOWEST MEDIAN HOUSEHOLD INCOMES AT $60,207 AND $49,793 RESPECTIVELY.POVERTY. THE POVERTY RATE IN THE MEDICAL CENTER'S PRIMARY SERVICE AREA IS 13.78 PERCENT OF RESIDENTS, WHICH IS LESS THAN THE CITY OF CHICAGO AT 18.39 PERCENT AND THE COUNTY AT 14.37 PERCENT BUT HIGHER THAN THE STATE AT 12.48 PERCENT. THERE ARE RACIAL AND ETHNIC DISPARITIES WITH THE NON-HISPANIC BLACK AND HISPANIC OR LATINO POPULATIONS HAVING HIGHER RATES OF POVERTY COMPARED TO THE NON-HISPANIC WHITE POPULATION (METOPIO, AMERICAN COMMUNITY SURVEY, 2022).ADULTS WITH HEALTH INSURANCE. HEALTH INSURANCE COVERAGE INCREASES THE USE OF PREVENTATIVE SERVICES, MANAGING CHRONIC DISEASES AND PREVENTS UNNECESSARY ER VISITS. LACK OF HEALTH INSURANCE VARIES SUBSTANTIALLY BY INCOME, EDUCATION, AGE, RACE AND ETHNICITY. APPROXIMATELY 57.47 PERCENT OF RESIDENTS IN THE PSA HAVE EMPLOYMENT-BASED HEALTH INSURANCE. EMPLOYMENT-BASED HEALTH INSURANCE IS THE LARGEST SOURCE OF HEALTH INSURANCE COVERAGE IN THE PSA, FOLLOWED BY MEDICAID AT 19.67 PERCENT AND MEDICARE AT 11.62 PERCENT. THREE COMMUNITIES IN THE MEDICAL CENTER'S PSA HAVE THE LOWEST PERCENTAGE OF RESIDENTS COVERED BY EMPLOYMENT-BASED HEALTH INSURANCE. THESE COMMUNITIES INCLUDE BELMONT CRAGIN AT 39.21 PERCENT, WEST RIDGE AT 38.25 PERCENT AND HUMBOLDT PARK AT 33.77 PERCENT.PERSONS WITH PUBLIC HEALTH INSURANCE ONLY. IN THE ADVOCATE ILLINOIS MASONIC PSA, 11.6 PERCENT OF RESIDENTS HAVE MEDICARE COVERAGE AND 19.6 PERCENT HAVE MEDICAID COVERAGE; MAJORITY OF RESIDENTS (57.4 PERCENT) HAVE EMPLOYMENT-BASED HEALTH INSURANCE. ROUGHLY 9.9 PERCENT OF RESIDENTS ARE UNINSURED IN THE ILLINOIS MASONIC PSA. HOSPITALS AND FEDERALLY QUALIFIED HEALTH CENTERS. THERE ARE SEVERAL HOSPITALS IN ADVOCATE ILLINOIS MASONIC'S PSA, INCLUDING, KINDRED-CHICAGO LAKESHORE, KINDRED-CHICAGO NORTH, THOREK MEMORIAL HOSPITAL ANDERSONVILLE, HUMBOLDT PARK HEALTH, COMMUNITY FIRST, ASCENSION HEALTH-SAINTS MARY AND ELIZABETH, ASCENSION SAINT JOSEPH, ENDEAVOR HEALTH SWEDISH HOSPITAL, UI-HEALTH COMMUNITY CLINIC NETWORK, ANN & ROBERT H LAURIE CHILDREN'S HOSPITAL, METHODIST HOSPITAL OF CHICAGO, AND WEISS MEMORIAL. THERE ARE ALSO TWO FREE CLINICS, INCLUDING THE COMMUNITY HEALTH AND OLD IRVING PARK CLINICS, AS WELL AS NINE FEDERALLY QUALIFIED HEALTH CENTERS, INCLUDING PCC WELLNESS, PRIME CARE, ERIE FAMILY HEALTH NETWORK, NEAR NORTH HEALTH SERVICE CORPORATION, TAPESTRY 360 HEALTH (FORMERLY KNOWN AS HEARTLAND HEALTH), HAMDARD, ACCESS COMMUNITY HEALTH NETWORK, HOWARD BROWN, AND ASIAN HUMAN SERVICES. THERE ARE SEVERAL HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) MEDICALLY UNDERSERVED COMMUNITIES (MUP) WITHIN THE MEDICAL CENTER'S SERVICES AREA INCLUDING: RODGERS PARK (60626), BELMONT CRAGIN (60639), HUMBOLDT PARK (60651) AND AVONDALE (60618).
PART VI, LINE 5:	ADVOCATE ILLINOIS MASONIC MEDICAL CENTER'S GOVERNING COUNCIL IS COMPRISED OF LOCAL COMMUNITY LEADERS AND PHYSICIANS. SIXTY 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 ITS DEPARTMENTS AND SPECIALTIES.ANTI-RACISM/ANTI-HATE COLLABORATIVE. ADVOCATE ILLINOIS MASONIC'S COMMUNITY HEALTH TEAM ALSO SPEARHEADS THE ANTI-RACISM/ANTI-HATE COLLABORATIVE. THE ANTI-RACISM/ANTI-HATE COLLABORATIVE (ARAH) BRINGS TOGETHER TEAM MEMBERS AND LEADERS WITHIN ADVOCATE AURORA HEALTH'S CENTRAL CHICAGOLAND PATIENT SERVICE AREA TO ACTIVELY DENOUNCE BEHAVIORS, POLICIES, AND PRACTICES THAT PERPETUATE RACISM AND HATE. COMMUNITY HEALTH WORKER. ADVOCATE ILLINOIS MASONIC MEDICAL CENTER ALSO HIRED ITS FIRST EVER, COMMUNITY HEALTH WORKER (CHW) IN OCTOBER OF 2023. THE PROGRAM AIMS TO SUPPORT UNASSIGNED ADULT PATIENTS (NO PRIMARY CARE PROVIDER) REGARDLESS OF THEIR INSURANCE STATUS. IN ADDITION, THE COMMUNITY HEALTH WORKER SERVES AS A SOCIAL SERVICE LIAISON, CONNECTING PATIENTS TO COMMUNITY RESOURCES SUCH AS FOOD PANTRIES, COMMUNITY-BASED ORGANIZATIONS, AND OTHER NEEDS. IN 2023, THE CHW SERVED 140 PATIENTS.NORTHWEST REGION COMMUNITY COLLABORATIVE. ADVOCATE ILLINOIS MASONIC MEDICAL CENTER' COMMUNITY HEALTH TEAM ESTABLISHED THE NORTHWEST REGION COMMUNITY COLLABORATIVE, IN PARTNERSHIP WITH ONWARD NEIGHBORHOOD HOUSE AND NORWEST HOUSING. AS PART OF COMMUNITY HEALTH'S STRATEGY TO IMPROVE HEALTH OUTCOMES, RESOURCE COORDINATION AND PROGRAM ACCESSIBILITY, A WORK GROUP OF LOCAL LEADERS WAS CONVENED TO STRATEGICALLY SUPPORT THE NEEDS OF THE COMMUNITY. THIS COMMUNITY DRIVEN COLLABORATIVE IS INTENDED TO BUILD CAPACITY AND IMMEDIATELY SUPPORT THE NEEDS OF THE COMMUNITY BY CREATING PROGRAMS IN SELECT COMMUNITIES WITHIN THE NORTHWEST REGION. GOAL: TO ESTABLISH A COMMUNITY DRIVEN WORK GROUP THAT EVALUATES, ORGANIZES, COMMUNICATES, AND SUPPORTS THE NEEDS OF ITS RESIDENTS. PRIORITY: COMMUNITY SAFETY, HEALTHY HOMES & HEALTHY LIVING. FOCUS AREAS: 1) BELMONT CRAGIN, (2) HERMOSA, (3) LOGAN SQUARE, (4) PORTAGE PARK, (5) IRVING PARK, (6) AVONDALE, (7) ALBANY PARKLGBTQ (LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER) HEALTH EQUITY INDEX. ADVOCATE ILLINOIS MASONIC WAS THE FIRST ADVOCATE HOSPITAL TO ACHIEVE, SINCE ITS INCEPTION, "LEADER" STATUS DENOMINATION WITH THE HUMAN RIGHTS CAMPAIGN FOUNDATION'S HEALTH EQUALITY INDEX. THE HOSPITAL IS ONE OF 496 LEADERS OUT OF 906 PARTICIPANTS. AS THE LEADING LGBTQ SITE, IT HAS BEEN THE FOUNDATION FOR ADVOCATE HEALTH CARE TO BE THE 4TH LARGEST HEALTH SYSTEM WITH ALL ITS SITES ACCREDITED IN 2022. ADVOCATE ILLINOIS MASONIC AND ALL ADVOCATE HOSPITALS CONTINUE THEIR COMMITMENT TO INCLUSIVE AND AFFIRMING CARE FOR LGBTQ PATIENTS IN 2023.PEDIATRIC DEVELOPMENTAL CENTER. ADVOCATE ILLINOIS MASONIC'S PEDIATRIC DEVELOPMENTAL CENTER (PDC) SERVES CHILDREN WITH AUTISM AND THEIR FAMILIES--BOTH THOSE WITH COMMERCIAL INSURANCE AND MEDICAID PLANS. THE PDC REMAINS ONE OF THE ONLY CENTERS IN ILLINOIS TO PROVIDE DIAGNOSTIC EVALUATIONS AND THERAPY SERVICES FOR AUTISM TO LOW-INCOME FAMILIES. IN 2023, FOR EXAMPLE, OVER 66% OF PATIENTS SERVED AT THE CENTER WERE ON MEDICAID OR GOVERNMENT-FUNDED, EARLY INTERVENTION. IN 2023, THE PDC PROVIDED SERVICES 2,071 UNDUPLICATED PATIENTS FOR A TOTAL OF 21,269 PATIENT CONTACTSAT LEAST HALF OF WHICH REPRESENTED PATIENTS WITH AUTISM. THE PDC OFFERS SERVICES IN BOTH ENGLISH AND SPANISH, INCLUDING ONGOING PARENT TRAINING AND SUPPORT TO ENHANCE GENERALIZATION OF SKILLS INTO ALL ENVIRONMENTS. ILLINOIS ORAL HEALTH PROGRAMS. ADVOCATE ILLINOIS MASONIC PROVIDES TWO DENTAL PROGRAMS FOCUSED ON IMPROVING ACCESS TO ORAL HEALTH SERVICES. THE MOBILE DENTISTRY PROGRAM BRINGS ORAL HEALTH CARE SERVICES TO UNDERSERVED AND UNINSURED POPULATIONS, INCLUDING LOW-INCOME CHILDREN AND FAMILIES, PEOPLE EXPERIENCING HOMELESSNESS, OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS AT 18 DIFFERENT LOCATIONS ACROSS THE COMMUNITY. IN 2023, THE SPECIAL NEEDS DENTISTRY PROGRAM HAD 1,637 VISITS, SERVING 1,384 PERSONS WITH SPECIAL NEEDS, AND THE MOBILE DENTAL VAN PROVIDED 2,873 SERVICES TO 508 PEOPLE IN 1,242 VISITS.MOBILE CRISIS RESPONSE TEAM (FORMERLY KNOWN AS MICCS). THE TEAM IS COMPRISED OF FOUR CLINICIANS AND A PEER SUPPORT SPECIALIST. THEY PROVIDE CRISIS INTERVENTIONS, THERAPY AND CASE MANAGEMENT TO ACUTELY ILL BEHAVIORAL HEALTH PATIENTS, OFFERING COMMUNITY-BASED ENCOUNTERS. IN 2023, 32 PEOPLE ENROLLED IN MOBILE CRISIS RECEIVED 545 SERVICES, OF WHICH ALL WERE DELIVERED IN THE COMMUNITY.NATIONAL RECOGNITION. ADVOCATE HEALTH WAS RECOGNIZED AS A NATIONAL LEADER IN ENVIRONMENTAL SUSTAINABILITY BY PRACTICE GREENHEALTH , WINNING "SYSTEM FOR CHANGE AWARD," WHICH WAS EARNED BY ONLY 9 HEALTH SYSTEMS NATIONWIDE IN 2023-- REFLECTING THE ENTERPRISE-LEVEL COMMITMENT TO DEEPLY EMBEDDING SUSTAINABILITY WITHIN OUR OPERATIONS. IN ADDITION TO THE SYSTEM-LEVEL AWARD, ADVOCATE CHRIST MEDICAL CENTER ALSO WON A TOP 25 AWARD AND SEVERAL HOSPITALS WON CIRCLES OF EXCELLENCE (TOP 10 FOR SPECIFIC IMPACT AREAS). ADVOCATE ILLINOIS MASONIC RECEIVED THE CIRCLE OF EXCELLENCE AWARD FOR BEING A TOP 10 PERFORMER IN ENERGY CONSERVATION AND THE EMERALD AWARD FOR BEING AMONG THE TOP 20%, NATIONWIDE WITH ENVIRONMENTAL SUSTAINABILITY PROGRAMS. ADVOCATE ILLINOIS MASONIC WAS ONE OF THREE ADVOCATE HOSPITALS IN IL TO RECEIVE THE ENERGY STAR (ESTAR) CERTIFICATION WHICH MEANS THEY ARE IN THE TOP 20% OF ENERGY PERFORMERS NATIONWIDE, SIGNIFICANTLY HAVING AN IMPACT ON AIR POLLUTION AND CLIMATE IMPACT.
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 NORTH SIDE HEALTH NETWORK

Employer identification number
36-3196629

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

PART I, LINE 2:

GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS FOR AMOUNTS REPORTED ON SCHEDULE I, ADVOCATE NORTH SIDE HEALTH NETWORK REPORTS ONLY NON PROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR THAT ARE CONSISTENT WITH AND COMPLIMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE NORTH SIDE HEALTH NETWORK. THE PURPOSES OF THESE GRANTS IS TO SUPPORT COMMUNITY PROGRAMS. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES, OR PRIVATE PROVIDERS.

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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

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)
1JAMES SKOGSBERGH DIRECTOR, EXECUTIVE VP COO	(i) (ii)	0 ------------- 3,800,014	0 ------------- 11,698,802	0 ------------- 1,099,318	0 ------------- 793,002	0 ------------- 25,810	0 ------------- 17,416,946	0 ------------- 572,364
2DOMINIC 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
3WILLIAM SANTULLI DIRECTOR, 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
4MICHAEL 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
5KEVIN BRADY DIRECTOR	(i) (ii)	0 ------------- 48,760	0 ------------- 1,268,679	0 ------------- 2,076,526	0 ------------- 35,296	0 ------------- 25,844	0 ------------- 3,455,105	0 ------------- 133,562
6GARY STUCK DIRECTOR/OFFICER	(i) (ii)	0 ------------- 1,110,511	0 ------------- 1,397,423	0 ------------- 258,066	0 ------------- 200,775	0 ------------- 28,461	0 ------------- 2,995,236	0 ------------- 143,552
7KELLY GOLSON DIRECTOR	(i) (ii)	0 ------------- 612,998	0 ------------- 1,203,117	0 ------------- 655,108	0 ------------- 138,140	0 ------------- 7,478	0 ------------- 2,616,841	0 ------------- 132,284
8NAN 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
9KATHIE BENDER SCHWICH DIRECTOR	(i) (ii)	0 ------------- 106,276	0 ------------- 713,396	0 ------------- 607,178	0 ------------- 61,171	0 ------------- 118,213	0 ------------- 1,606,234	0 ------------- 83,571
10BRAD 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
11SUSAN LOPEZ PRESIDENT OF ADVOCATE IMMC	(i) (ii)	573,100 ------------- 0	706,456 ------------- 0	167,283 ------------- 0	105,303 ------------- 0	11,359 ------------- 0	1,563,501 ------------- 0	97,738 ------------- 0
12RACHELLE 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
13DOMINICA 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
14JAMES 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
15DIA 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
16CARRIE 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
17STEVE 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
18MICHAEL 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
19JAMES 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
20RICHARD FANTUS CHAIR SURGERY DEPARTMENT	(i) (ii)	551,262 ------------- 0	113,761 ------------- 0	29,427 ------------- 0	23,201 ------------- 0	19,131 ------------- 0	736,782 ------------- 0	25,888 ------------- 0
21CHANANNAIT PAISANSATHAN CHAIRMAN ANESTHESIOLOGY	(i) (ii)	359,998 ------------- 231,557	42,037 ------------- -2,437	-1,842 ------------- 0	32,400 ------------- 0	9,016 ------------- 0	441,609 ------------- 229,120	0 ------------- 0
22KEVIN 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
23CLIFTON CLARKE VP & CMO IMMC	(i) (ii)	425,870 ------------- 0	82,809 ------------- 0	25,851 ------------- 0	32,400 ------------- 0	3,439 ------------- 0	570,369 ------------- 0	29,650 ------------- 0
24RACHEL HALVERSON ASSISTANT TREASURER	(i) (ii)	0 ------------- 419,861	0 ------------- 57,893	0 ------------- 37	0 ------------- 32,400	0 ------------- 27,158	0 ------------- 537,349	0 ------------- 0
25NED NASR ANESTHESIOLOGIST	(i) (ii)	249,995 ------------- 269,183	0 ------------- -8,756	0 ------------- 4,156	9,900 ------------- 0	181 ------------- 0	260,076 ------------- 264,583	0 ------------- 0
26ROBIN 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
27KATHERINE 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
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
29KENNETH LAUBE VP & CNO IMMC	(i) (ii)	181,214 ------------- 0	59,014 ------------- 0	10,280 ------------- 0	7,207 ------------- 0	2,536 ------------- 0	260,251 ------------- 0	26,123 ------------- 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.

Return Reference

Explanation

PART I, LINES 4A-B

ADVOCATE AURORA HEALTH, INC. PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") TO RETAIN AND ATTRACT KEY PERSONNEL BY PROVIDING THEM WITH ADDITIONAL RETIREMENT INCOME. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN AND RECEIVED CONTRIBUTIONS IN 2023 AS FOLLOWS: JAMES SKOGSBERGH - $572,364 REV KATHIE BENDER SCHWICH - $83,571 WILLIAM SANTULLI - $246,278 DOMINICA TALLARICO - $132,605 DOMINIC NAKIS - $195,217 NAN NELSON - $99,317 MICHAEL GREBE - $129,806 RACHELLE HART - $93,460 CARRIE DONOVAN - $75,228 JAMES DOHENY - $78,993 MICHAEL VOLANTE - $15,887 ROBIN STOEN - $8,152 STEVE HUSER - $69,926 KEVIN FITCH - $69,511 MICHAEL KERNS - $73,386 JAMES SLINKMAN - $68,915 JADA JOHNSON - $9,150 GARY STUCK - $143,552 BARBARA BYRNE - $139,657 KELLY GOLSON - $132,284 KEVIN BRADY - $133,562 LESLIE LENZO - $29,650 SCOTT POWDER - $125,043 VINCENT BUFALINO - $5,409 JOSE ELIZONDO - $9,150

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) OSVALDO LOPEZ	FAMILY MEMBER - SUSAN NORDSTROM LOPEZ	67,976	EMPLOYMENT		No
(2) SHARI MASSEY	FAMILY MEMBER - KEVIN MASSEY	94,850	EMPLOYMENT		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 1A	DESCRIPTION OF BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE THE ORGANIZATION'S BY-LAWS PROVIDE THAT THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE SAME COMPOSITION AND MEMBERS AS THE EXECUTIVE COMMITTEE OF THE CORPORATE MEMBER. THE CORPORATE MEMBER'S EXECUTIVE COMMITTEE HAS NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEE'S MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEE'S AUTHORITY INCLUDES: BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 2	DESCRIPTION OF BUSINESS RELATIONSHIPS AS DR. JAMES DAN, DR. VINCENT BUFALINO, DR. LEE SACKS, JAMES DOHENY, DOMINIC NAKIS, SCOTT POWDER AND WILLIAM SANTULLI ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OR STOCKHOLDERS THE BY-LAWS PROVIDE FOR CORPORATE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A	DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS THE NOT-FOR-PROFIT CORPORATIONS OF ADVOCATE HEALTH CARE, WITH THE EXCEPTION OF ADVOCATE HEALTH CARE NETWORK, HAVE CORPORATE MEMBERS WHO ELECT DIRECTORS. ADVOCATE HEALTH CARE NETWORK DOES NOT HAVE ANY MEMBERS, THEREFORE, THE AHCN BOARD ELECTS ITS DIRECTORS. THE FOR-PROFIT ORGANIZATIONS HAVE A SOLE SHAREHOLDER WHO ELECTS THE DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	DESCRIPTION OF CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL AND TYPE OF VOTING RIGHTS THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPOINT OUTSIDE AUDITORS AND ESTABLISH AND REVISE ALL FINANCIAL CONTROL POLICIES, AND ANY CHANGES TO SUCH POLICIES, BEFORE SUCH POLICIES OR CHANGES BECOME EFFECTIVE; CAUSE THE CORPORATION TO PAY, LOAN OR OTHERWISE TRANSFER PROPERTY AND FUNDS TO OTHER ENTITIES AFFILIATED WITH THE CORPORATE MEMBER; AMEND THE BYLAWS WITHOUT ACTION OR APPROVAL BY THE BOARD OF DIRECTORS AFTER TEN DAYS NOTICE TO THE CORPORATION'S BOARD OF DIRECTORS OF THE PROPOSED AMENDMENT(S) WITH AN OPPORTUNITY FOR BOARD MEMBERS TO CONSULT WITH THE CORPORATE MEMBER REGARDING THE PROPOSED AMENDMENT; APPROVAL OF THE OVERALL MISSION, PHILOSOPHY AND VALUES STATEMENTS AND ANY AMENDMENTS OR SUPPLEMENTS TO SUCH STATEMENTS; APPROVAL OF THE OVERALL STRATEGIC PLANS; APPROVAL OF ALL OVERALL OPERATING AND CAPITAL BUDGETS BEFORE ANY EXPENDITURE, PURSUANT TO SUCH BUDGETS ARE MADE OR COMMITTED, AND APPROVAL OF ALL EXPENDITURES ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF THE INCURRENCE OR GUARANTEE OF ANY INDEBTEDNESS FOR BORROWED MONEY WHICH HAS NOT ALREADY BEEN APPROVED AS PART OF THE BUDGET APPROVAL PROCESS OR WHICH IS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL TRANSFERS OF OWNERSHIP OR DONATIONS OF ASSETS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION BEFORE THEY BECOME EFFECTIVE; APPROVAL OF ANY MERGER, CONSOLIDATION, OR DISSOLUTION; AND APPROVAL OF THE CREATION OF OR AFFILIATION WITH ANY SUBSIDIARY OR AFFILIATE, BEFORE SUCH ENTITY IS CREATED OR THE ENTRANCE INTO ANY JOINT VENTURE IF THE CONTEMPLATED ACTIVITY WILL INVOLVE THE EXPENDITURE OF FUNDS OR THE ASSUMPTION OF OBLIGATIONS WHICH HAVE NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR REQUIRE MEMBER APPROVAL UNDER THE FINANCIAL CONTROL POLICIES.
FORM 990, PART VI, SECTION B, LINE 11B	DESCRIPTION OF THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 ADVOCATE'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE/CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTOR'S AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATION'S TEAM AND 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	DESCRIPTION OF THE PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS "INTERESTED PERSONS"). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURE AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	OFFICES AND POSITIONS FOR WHICH PROCESS WAS USED AND YEAR PROCESS WAS BEGUN EXECUTIVE COMPENSATION AT THE ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS, AND ALL EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPARISONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, THE LINKAGE OF EXECUTIVE PAY TO PERFORMANCE IS ARTICULATED AND HOW THIS RELATIONSHIP IS TO BE MAINTAINED IS OUTLINED. TO SUPPORT AND IMPLEMENT THE COMPENSATION STRATEGY, FIVE BASIC ELEMENTS ARE UTILIZED. THESE ELEMENTS ARE: - A SOLID, RELIABLE AND TESTED JOB EVALUATION METHODOLOGY - ACCURATE, QUALITY AND RELEVANT COMPENSATION SURVEY INFORMATION - A CONSISTENT ANNUAL PROCESS FOR UPDATING THE COMPENSATION LEVELS - AN ACTIVE BOARD REVIEW PROCESS THAT ASSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ON-GOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE, EXTERNAL REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING SITES: - DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION, LLC) - EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS) THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENT OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.

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

Cat. No. 51056K

Schedule O (Form 990) 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 NORTH SIDE HEALTH NETWORK

Employer identification number

36-3196629

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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,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 HEALTH & HOSPITALS CORPORATION 2025 WINDSOR DR OAK BROOK,IL60523 36-2169147	HEALTH CARE	IL	501(C)(3)	LINE 3	AHCN		No
(4)ADVOCATE CHARITABLE FOUNDATION 2025 WINDSOR DR OAK BROOK,IL60523 36-3297360	FUNDRAISING	IL	501(C)(3)	LINE 7	AHCN		No
(5)EHS HOME HEALTH CARE SERVICE INC 2025 WINDSOR DR OAK BROOK,IL60523 36-2913108	HOME CARE	IL	501(C)(3)	LINE 10	AHHC		No
(6)MERIDIAN HOSPICE 2025 WINDSOR DR OAK BROOK,IL60523 36-3158667	HOSPICE CARE	IL	501(C)(3)	LINE 10	EHSHHCS		No
(7)MASONIC FAMILY HEALTH FOUNDATION INC 2025 WINDSOR DR OAK BROOK,IL60523 36-4397387	FUNDRAISING	IL	501(C)(3)	LINE 12A, I	MFHS		No
(8)ADVOCATE SHERMAN HOSPITAL 2025 WINDSOR DR OAK BROOK,IL60523 36-2167920	HEALTH CARE	IL	501(C)(3)	LINE 3	AHCN		No
(9)ADVOCATE AURORA HEALTH INC 2025 WINDSOR DR OAK BROOK,IL60523 82-4184596	SUPPORT ORG	DE	501(C)(3)	LINE 12C, III-FI	N/A		No

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 MGMT	IL	N/A	C					No
(7) ADVOCATE HPN NFP 2025 WINDSOR DR OAK BROOK,IL60523 81-0893878	HEALTH IMPRV MGMT	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 MGMT	IL	N/A	C					No
(10) ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE 1701 WEST GOLF ROAD ROLLING MEADOWS,IL60008 45-5498384	HEALTH CARE MGMT	IL	N/A	C					No
(11) ADVOCATE PHYSICIAN PARTNERS RISK PURCH 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) ............................

Yes

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

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 PARTNERS	M	5,917,026	COST
(2) DIVERSIFIED CARE INC	M	132	COST
(3) AURORA PHARMACY INC	M	3,012,272	COST
(4) ADVOCATE HOME CARE PRODUCTS INC	M	185,228	COST
(5) ADVOCATE INSURANCE SPC	M	1,466,196	COST
(6) ADVOCATE HEALTH AND HOSPITALS CORPORATION	Q	3,618,000	COST
(7) ADVOCATE HEALTH PARTNERS	Q	2,349,000	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	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	2,682
6	Total number of volunteers (estimate if necessary) .............	6	386
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) .........	10,707,228	6,116,131
9	Program service revenue (Part VIII, line 2g) .........	1,023,773,932	1,178,326,320
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-288,556	41,651,615
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	6,520,136	6,733,599
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,040,712,740	1,232,827,665
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	1,014
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)	195,921,040	217,271,483
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)....	716,522,817	770,259,684
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	912,443,857	987,532,181
19	Revenue less expenses. Subtract line 18 from line 12.......	128,268,883	245,295,484
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,263,013,188	1,417,130,723
21	Total liabilities (Part X, line 26).............	199,053,954	95,771,005
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,063,959,234	1,321,359,718

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 771,391,733 including grants of $ 1,014 ) (Revenue $ 1,155,902,697 )
	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 ADVOCATE ILLINOIS MASONIC MEDICAL CENTER'S (ADVOCATE ILLINOIS MASONIC) COMMUNITY HEALTH STRATEGY, THE MEDICAL CENTER IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDERINSURED. AN EXAMPLE OF THIS IS THE PROVISION OF FINANCIAL ASSISTANCE. ADVOCATE ILLINOIS MASONIC OFFERS A VERY GENEROUS FINANCIAL ASSISTANCE PROGRAM, REQUIRING NO PAYMENTS FROM THE PATIENTS MOST IN NEED, AND PROVIDING DISCOUNTS TO UNINSURED AND INSURED PATIENTS. PATIENTS EARNING UP TO SIX TIMES THE FPL, AND INSURED PATIENTS EARNING UP TO TWO AND HALF TIMES THE FPL, MAY QUALIFY FOR A FULL OR PARTIAL FINANCIAL ASSISTANCE DISCOUNT. ADDITIONALLY, A CATASTROPHIC ASSISTANCE DISCOUNT IS AVAILABLE FOR UNINSURED AND INSURED PATIENTS WHOSE INCOMES EXCEED THE TRADITIONAL FINANCIAL ASSISTANCE INCOME GUIDELINES AND HAVE OUTSTANDING PATIENT BALANCES OF $25,000 OR MORE FOR A SINGLE DATE OF SERVICE OR SUM OF SEVERAL DATES OF SERVICE. THESE PATIENTS MAY QUALIFY TO RECEIVE A FINANCIAL ASSISTANCE DISCOUNT THAT REDUCES THEIR OUTSTANDING BALANCE TO 25% OF THEIR NET INCOME. FOR UNINSURED PATIENTS, ADVOCATE WILL PRESUMPTIVELY PROVIDE FINANCIAL ASSISTANCE IF THE FINANCIAL STATUS HAS BEEN VERIFIED BY A THIRD PARTY. IN THESE CASES, THE PATIENT IS NOT REQUIRED TO SUBMIT A SEPARATE CHARITY APPLICATION. IF PRESUMPTIVE CRITERIA ARE NOT AVAILABLE FOR UNINSURED PATIENTS, FINANCIAL ASSISTANCE ELIGIBILITY IS AVAILABLE USING AN INCOME-BASED SCREENING. ADVOCATE EXTENDS ITS INCOME-BASED FINANCIAL ASSISTANCE POLICY TO ITS INSURED PATIENTS AS WELL. ADVOCATE CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP.THE MEDICAL CENTER MAINTAINS HIGHLY VISIBLE SIGNAGE AND BROCHURES IN MULTIPLE LANGUAGES TO INFORM PATIENTS OF THE AVAILABILITY OF FINANCIAL HELP AND FINANCIAL COUNSELORS. INFORMATION ABOUT 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. IN 2023, ADVOCATE ILLINOS MASONIC PROVIDED $1,140,407 IN EMERGENCY DEPARTMENT CHARITY CARE ASSISTANCE. ADVOCATE ILLINOIS MASONIC IS DEDICATED TO PROVIDING EXPERT EMERGENCY AND TRAUMA CARE. THE MEDICAL CENTER'S LEVEL I TRAUMA CENTER, ONE OF ONLY FOUR IN CHICAGO, CARES FOR THE MOST SERIOUSLY INJURED PEOPLE WITHIN ITS SERVICE AREA. EMERGENCY AND TRAUMA SERVICES ARE PROVIDED REGARDLESS OF THE ABILITY TO PAY. IN 2023, THE MEDICAL CENTER EXPERIENCED 44,006 EMERGENCY ROOM VISITS, OF WHICH 739 WERE LEVEL I TRAUMA PATIENTS.

4b	(Code: ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
	HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE MEDICAL CENTER ARE FOCUSED ON IMPACTING THE HEALTH OF THE COMMUNITY. THE DIGESTIVE HEALTH TEAM HAS BEEN WORKING ACTIVELY TO INCREASE COLON CANCER SCREENINGS. EMERGENCY MEDICINE PHYSICIANS HAVE BEEN TRAINING LOCAL EMERGENCY MEDICAL TECHNICIANS (EMTS) AS WELL AS PROVIDING TRAINING IN CARDIOPULMONARY RESUSCITATION (CPR), BLEEDING CONTROL AND APPROPRIATE BIKE HELMET USAGE. A RANGE OF PHYSICIANS AND ASSOCIATES PROVIDE HEALTH EDUCATION, LECTURES AND SCREENINGS AT COMMUNITY HEALTH EVENTS THROUGHOUT THE YEAR.

4c	(Code: ) (Expenses $ 40,620,976 including grants of $ 0 ) (Revenue $ 11,832,127 )
	GRADUATE MEDICAL EDUCATION. ADVOCATE ILLINOIS MASONIC IS COMMITTED TO TRAINING HEALTH CARE PROVIDERS IN A BROAD RANGE OF SPECIALTIES. IN 2023, THE MEDICAL CENTER TRAINED 820 MEDICAL STUDENTS AND OTHER HEALTH PROFESSIONALS IN THE FOLLOWING SERVICES: ANESTHESIOLOGY, CARDIOLOGY, EMERGENCY MEDICINE, FAMILY MEDICINE, INTERNAL MEDICINE, OBSETRICS/ GYNECOLOGY, ORTHOPEDIC SURGERY, PODIATRY, RADIOLOGY, GENERAL SURGERY, SURGICAL CRITICAL CARE AND UROLOGY. THE MEDICAL CENTER ALSO HAS TRAINING PROGRAMS FOR OTHER HEALTHCARE PROFESSIONALS, INCLUDING PHARMACY, NURSING, PSYCHOLOGY, SOCIAL WORK AND REHABILITATION. A LIMITED NUMBER OF DENTAL STUDENTS RECEIVE SPECIALIZED TRAINING IN PROGRAMS FOR SPECIAL NEEDS DENTISTRY AND SERVE PATIENTS ON THE MOBILE DENTAL VAN. THE MEDICAL CENTER ALSO PROVIDES ACCREDITED CHAPLAINCY TRAINING THROUGH THE MEDICAL CENTER'S ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM. IN 2023, THE IMMC TEAM SUPPORTED 8 D4 STUDENTS AND 10 D3 STUDENTS.

	(Code: ) (Expenses $ 12,248,502 including grants of $ ) (Revenue $ 15,093,849 )
	DESCRIPTION OF ADVOCATE ILLINOIS MASONIC. ADVOCATE ILLINOIS MASONIC IS A 397-BED TEACHING MEDICAL CENTER LOCATED ON CHICAGO'S NORTH SIDE AND IS ONE OF 28 ACUTE CARE HOSPITALS IN THE ADVOCATE AURORA HEALTH SYSTEM. IN DECEMBER OF 2022, ADVOCATE HEALTH BASED IN ILLINOIS AND AURORA HEALTH BASED IN WISCONSIN, MERGED WITH ATRIUM HEALTH BASED IN NORTH CAROLINA. THE MEDICAL CENTER, ONE OF ONLY FOUR LEVEL I TRAUMA CENTERS IN CHICAGO, ILLINOIS, TREATED 739 TRAUMA PATIENTS IN 2023. ADVOCATE ILLINOIS MASONIC ALSO HAS ONE OF CHICAGO'S MOST ACTIVE EMERGENCY DEPARTMENTS (EDS). THERE WERE A TOTAL OF 43,267 (INCLUDING TRAUMA) EMERGENCY VISITS TO THE MEDICAL CENTER IN 2023. THE MEDICAL CENTER'S LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU) HOLDS THE STATE'S HIGHEST DESIGNATION. THE MEDICAL CENTER HAD 1,402 INFANTS DELIVERED (LIVE BIRTHS) IN 2023. ADVOCATE ILLLINOIS MASONIC IS FULLY ACCREDITED BY DET NORSKE VERITAS (NORWAY) AND GERMANISCHER LLOYD (GERMANY) (DNV-GL), WITH THE EXCEPTION OF OUTPATIENT BEHAVIORAL HEALTH, WHICH IS ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF). ADVOCATE ILLINOIS MASONIC HAS MORE THAN 1,000 ACTIVE PHYSICIANS ON STAFF REPRESENTING 43 MEDICAL SPECIALTIES. IT EMPLOYS ALMOST 800 REGISTERED NURSES. THE MEDICAL CENTER OFFERS A WIDE RANGE OF MEDICAL SERVICES AND IS NATIONALLY RECOGNIZED FOR ITS MEDICAL EXPERTISE, INNOVATIVE TECHNOLOGIES AND DEDICATION TO PATIENT SAFETY, QUALITY AND SERVICE. ADVOCATE ILLINOIS MASONIC'S MAJOR SERVICES INCLUDE: BEHAVIORAL HEALTH; COMPREHENSIVE SURGICAL; EMERGENCY AND TRAUMA; CANCER CARE; OPHTHALMOLOGY; CARDIOVASCULAR; DIGESTIVE DISEASE; OBSTETRIC, GYNECOLOGY, MIDWIFERY AND PEDIATRIC; ORTHOPEDIC AND NEUROSCIENCE. AMBULATORY AND COMMUNITY HEALTH SERVICES INCLUDE: PRIMARY CARE; A DENTISTRY PROGRAM, INCLUDING A MOBILE DENTAL VAN; VISION; A DEAF AND HARD OF HEARING PROGRAM; THE PEDIATRIC DEVELOPMENTAL CENTER; EAR, NOSE AND THROAT; UROLOGY AND UROGYNECOLOGY; PHYSICAL REHABILITATIVE; DIAGNOSTIC IMAGING; INFUSION THERAPY; PAIN MANAGEMENT; RHEUMATOLOGY; AND A HOSPITAL-BASED FOOD PANTRY.MULTIPLE ADVOCATE ILLINOIS MASONIC INSTITUTES BRING THE HIGHEST LEVEL OF EXCELLENCE IN CARING FOR PATIENTS DIAGNOSED WITH THE FOLLOWING CHRONIC DISEASES.HEART DISEASE. GIVEN THAT HEART DISEASE IS THE SECOND LEADING CAUSE OF DEATH IN THE HOSPITAL'S PRIMARY SERVICE AREA, ADVOCATE ILLINOIS MASONIC ESTABLISHED A HEART AND VASCULAR INSTITUTE. AS ONE OF THE AREA'S FIRST MEDICAL CENTERS TO PERFORM OPEN HEART SURGERY, ADVOCATE ILLINOIS MASONIC OFFERS A COMPLETE RANGE OF STATE-OF-THE-ART CARDIAC SERVICES. MEDICAL CENTER STAFF ALSO PARTICIPATE IN ILLINOIS HEART RESCUE, A PROGRAM THAT SEEKS TO IMPROVE OUT-OF-HOSPITAL SURVIVAL RATES RELATED TO CARDIAC ARREST. CANCER. THE CRETICOS CANCER CENTER, LOCATED ON THE ADVOCATE ILLINOIS MASONIC CAMPUS, UNITES ALL CANCER CARE AND RESEARCH UNDER ONE ROOF FOR MORE EFFICIENT AND PERSONALIZED PLANNING AND TREATMENT. THE CENTER OFFERS A WEALTH OF SERVICES TO ADDRESS THE UNIQUE NEEDS OF CANCER PATIENTS THROUGHOUT THE CONTINUUM OF CARE. THE CENTER FOR ADVANCED CARE, WHICH OPENED IN 2015, ENABLED ADVOCATE ILLINOIS MASONIC TO EXPAND AND CENTRALIZE OUTPATIENT SURGERY, DIGESTIVE HEALTH AND CANCER SERVICES INTO ONE LOCATION, CREATING IMPROVED ACCESS TO CARE, CONTINUITY AMONG DISCIPLINES, ENHANCED EFFICIENCIES AND A BETTER OVERALL EXPERIENCE FOR PATIENTS AND THEIR FAMILIES. ADVOCATE ILLINOIS MASONIC HAS AN EXTENSIVE RANGE OF CANCER SUPPORT SERVICES, INCLUDING BILINGUAL SPANISH/ENGLISH PSYCHOSOCIAL SUPPORT, COUNSELING AND FINANCIAL NAVIGATION. NURSE NAVIGATORS PROVIDE LINKAGE WITH COMMUNITY PROGRAMS, PHYSICAL MEDICINE, REHABILITATION, PAIN MANAGEMENT SERVICES, PALLIATIVE CARE, HOSPICE AND HOME CARE PROGRAMS. THE CENTER HOSTS THE AMERICAN CANCER SOCIETY'S LOOK GOOD, FEEL BETTER PROGRAM. EACH YEAR AT THE MEDICAL CENTER, THE AMBER FOUNDATION FACILITATES THE SPONSORSHIP OF FREE MAMMOGRAMS, COUNSELING AND EDUCATION REGARDING BREAST CANCER SPECIFICALLY TARGETING THE POLISH COMMUNITY IN CHICAGO. THE CANCER CENTER PROVIDES A LUNG SCREENING PROGRAM AND A DIRECT ACCESS SCREENING PROGRAM FOR COLORECTAL CANCER. THE DIRECT ACCESS PROGRAM ALLOWS PATIENTS TO SCHEDULE COLONOSCOPIES WITHOUT FIRST HAVING A FACE-TO-FACE CONSULTATION WITH A GASTROENTEROLOGIST.STROKE/PRIMARY STROKE CENTER. COMMUNITY ENGAGEMENT WITHIN THE STROKE PROGRAM IS A KEY INITIATIVE. ADVOCATE ILLINOIS MASONIC PARTNERS WITH MANY ORGANIZATIONS TO ENSURE OUTREACH EDUCATION IS PROVIDED FOR ALL AGES AS STROKE CAN HAPPEN AT ANY AGE. MEDICAL CENTER PARTNERSHIPS INCLUDE NURSING HOMES, ASSISTED LIVING COMMUNITIES, CHICAGO HOUSING AUTHORITY COMMUNITIES (>50 AT RISK POPULATIONS); HEALTH FAIRS; AND EDUCATION DAYS WITH THE CHICAGO FIRE DEPARTMENT AND THE CHICAGO POLICE DEPARTMENT. A FEW EVENTS THAT THE MEDICAL CENTER ATTENDED ARE AHA/ASA CYCLE NATION, AHA HEART AND STROKE WALK, CENTRO ROMERO, CENTER ON ADDISON/HALSTED AND MANY OTHERS. THE OUTREACH AND EDUCATION PROGRAMS INCLUDE: STROKE RISK SCREENING; STROKE IDENTIFICATION AND TREATMENT EDUCATION; AND WELLNESS SCREENINGS/TALKS (BLOOD PRESSURE, DIET, MANAGING OBESITY, SMOKING CESSATION). 2023 HIGHLIGHTS FOR THE STROKE CENTER INCLUDED PARTICIPATION IN AHA CYCLENATION 2023, AHA HEART WALK 2023, SYSTEM VIRTUAL SUPPORT GROUP, SITE OUTREACH AT BELMONT VILLAGE SENIOR LIVING, LAKEVIEW EAST FESTIVAL OF THE ARTS, AND THE WELLNESS FUN FAIR FOR THE SKOKIE SCHOOL DISTRICT 69, WHICH INCLUDED STROKE AWARENESS PRESENTATIONS RELATED TO BEFAST, SIGNS AND SYMPTOMS OF STROKE, STROKE RISK FACTORS AS WELL AS STROKE HEART HEALTH FOR ADULTS AND CHILDREN.CANCER SUPPORT PROGRAMS. THE MEDICAL CENTER WORKS CLOSELY WITH THE ILLINOIS BREAST AND CERVICAL CANCER PROGRAM TO ENSURE THAT UNINSURED WOMEN HAVE ACCESS TO SCREENING AND TREATMENT FOR BREAST OR CERVICAL CANCER. ADVOCATE ILLLINOIS MASONIC ALSO HAS A BREAST CANCER SUPPORT GROUP FOR LATINAS AND IS DEVELOPING A CANCER SUPPORT GROUP FOR THE LGBTQ COMMUNITY.IN 2023, THE MEDICAL CENTER EMPLOYED OVER 2,000 ASSOCIATES AND HAD 386 VOLUNTEERS. ADVOCATE ILLINOIS MASONIC TRAINED A TOTAL OF 820 MEDICAL STUDENTS IN 2023, NOT INCLUDING THE 5,970 EMS STUDENTS. THE MEDICAL CENTER IS ONE OF ILLINOIS' LARGEST NON-UNIVERSITY MEDICAL TEACHING HOSPITALS AND IS AFFILIATED WITH THE UNIVERSITY OF ILLINOIS AT CHICAGO HEALTH SCIENCES CENTER, ROSALIND FRANKLIN UNIVERSITY AND MIDWESTERN UNIVERSITY, CHICAGO COLLEGE OF MEDICINE, ARIZONA COLLEGE OF MEDICINE AND DES MOINES UNIVERSITY. THE MEDICAL CENTER ALSO PROVIDES COMMUNITY HEALTH DATA-DRIVEN HEALTH AND WELLNESS PROGRAMS, EVIDENCE-BASED STRATEGIES TO MEASURE COMMUNITY HEALTH OUTCOMES, COMMUNITY LECTURES AND OTHER SERVICES IN SUPPORT OF ITS VISION "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 SERVEDADVOCATE ILLINOIS MASONIC PROVIDES QUALITY HEALTH CARE TO INDIVIDUALS REGARDLESS OF RACE, GENDER, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2023, THE MEDICAL CENTER'S PHYSICIANS AND ASSOCIATES PROVIDED 12,785 INPATIENT ADMISSIONS, INCLUDING 1,327 DELIVERIES, AND HANDLED 22,064 OUTPATIENT VISITS. AS A LEVEL I TRAUMA CENTER, ADVOCATE ILLINOIS MASONIC EXPERIENCED 739 LEVEL I TRAUMA VISITS AND A TOTAL OF 44,006 (TRAUMA VISITS INCLUDED) EMERGENCY DEPARTMENT VISITS IN 2023. (FOR A DESCRIPTION OF THE MEDICAL CENTER'S SERVICE AREA, PLEASE SEE THE SUMMARY PROVIDED IN SCHEDULE H, PART VI. SUPPLEMENTAL INFORMATION, LINE 4.)COMMITMENT TO THE COMMUNITYADVOCATE ILLINOIS MASONIC 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, THE MEDICAL CENTER PROVIDED OVER $71.7 MILLION 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.

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	COMMUNITY HEALTH STRATEGY AND EXAMPLES OF PROGRAMS AND SERVICES ACCOMPLISHMENTSAS A MEDICAL CENTER WITHIN THE ADVOCATE AURORA SYSTEM, ADVOCATE ILLINOIS MASONIC'S IMPLEMENTATION PLANS AND STRATEGIES ALIGN WITH THE ADVOCATE AURORA SYSTEM STRATEGY. THROUGH THIS COMMUNITY STRATEGY, THE MEDICAL CENTER WILL BUILD HEALTH EQUITY, ENSURE ACCESS AND IMPROVE HEALTH OUTCOMES IN ITS COMMUNITY THROUGH EVIDENCE-INFORMED SERVICES AND INNOVATIVE PARTHERSHIPS BY ADDRESSING MEDICAL NEEDS AND SOCIAL DETERMINANTS. BASED ON NEED AND EFFECT ON HEALTH EQUITY AS IDENTIFIED IN THE ADVOCATE AURORA HOSPITALS CHNA REPORTS AND ON INDUSTRY LITERATURE, THE FOLLOWING SIX FOCUS AREAS HAVE BEEN PRIORITIZED, FROM WHICH EACH INDIVIDUAL ADVOCATE AURORA HOSPITALS' COMMUNITY IMPLEMENATION PLAN IS BUILT: 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 STRATEG FOCUS AREA AND EXAMPLES OF ADVOCATE ILLINOIS MASONIC PROGRAMS ADDRESSING IT ARE PROVIDED BELOW.1. ACCESS/PRIMARY MEDICAL HOMES. ADVOCATE ILLINOIS MASONIC IS COMMITTED TO UNDERTAKING AND SUPPORTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE, INCLUDING NOT ONLY FINANCIAL ASSISTANCE AS INDICATED EARLIER FOR ITEM 4.A, BUT ALSO CARE COORDINATION, LANGUAGE ASSISTANCE, CULTURALLY SENSITIVE PROVISION OF CARE, AND PREVENTION EDUCATION AND WELLNESS SERVICES ACROSS THE LIFESPAN AND WITHIN THE DIVERSE COMMUNITIES THE MEDICAL CENTER SERVES. SOME EXAMPLES OF SUCH PROGRAMS PROVIDED BY THE MEDICAL CENTER INCLUDE THE FOLLOWING.TRANSITION SUPPORT PROGRAM. THE TRANSITION SUPPORT PROGRAM (TSP) IS A NAVIGATION SERVICE THAT ASSISTS WITH THE COORDINATION OF FOLLOW-UP CARE FOR PATIENTS WITH CHALLENGES NAVIGATING HEALTH SERVICES. PRIOR TO THE PROJECT, ADVOCATE ILLINOIS MASONIC'S COMMUNITY HEALTH COUNCIL IDENTIFIED CHRONIC DISEASE MANAGEMENT AS A KEY HEALTH DISPARITY FOR ITS PRIMARY SERVICE AREA (PSA). THE COMMUNITY HEALTH NEEDS ASSESSMENT CONCLUDED THAT PATIENTS IN THE MEDICAL CENTER'S PSA WITH CHRONIC ILLNESSES EXPERIENCE SIGNIFICANT BARRIERS NAVIGATING THE HEALTH CARE SYSTEM, INCLUDING BARRIERS RELATED TO REFERRALS, APPOINTMENTS, INSURANCE, TRANSPORTATION, LANGUAGE AND MEDICATION ACCESS. BY PROVIDING STRENGTH-BUILDING AND CULTURALLY AND LINGUISTICALLY- COMPETENT NAVIGATION OF A COMPLEX HEALTH CARE SYSTEM, THE TSP AIMS TO REDUCE READMISSIONS AND EMERGENCY ROOM VISITS AND IMPROVE CARE TRANSITIONS ACROSS THE CONTINUUM FOR PATIENTS AND FAMILIES, REGARDLESS OF INSURANCE OR CIRCUMSTANCE.THE PROGRAM CONNECTS PATIENTS WITHOUT PRIMARY CARE PROVIDERS TO HEALTH CENTERS WITH ADVOCATE AURORA HEALTH AND THE SURROUNDING COMMUNITY. IN 2023, THE PROGRAM CONNECTED 1,782 UNIUNSURED AND LOW-INCOME PATIENTS TO PRIMARY CARE PROVIDERS AND SERVICES. ILLINOIS ORAL HEALTH PROGRAMS. ADVOCATE ILLINOIS MASONIC PROVIDES TWO DENTAL PROGRAMS FOCUSED ON IMPROVING ACCESS TO ORAL HEALTH SERVICES. THE MOBILE DENTISTRY PROGRAM BRINGS ORAL HEALTH CARE SERVICES TO UNDERSERVED AND UNINSURED POPULATIONS, INCLUDING LOW-INCOME CHILDREN AND FAMILIES, PEOPLE EXPERIENCING HOMELESSNESS, OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS AT 18 DIFFERENT LOCATIONS ACROSS THE COMMUNITY. THE SPECIAL NEEDS DENTISTRY PROGRAM PROVIDES ACCESS TO ORAL HEALTH FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. MOST DENTISTS LACK THE TRAINING OR EQUIPMENT NEEDED TO EFFECTIVELY SERVE PATIENTS WITH SPECIAL NEEDS, RESULTING IN MANY INDIVIDUALS LACKING ACCESS TO EVEN BASIC DENTAL CARE. IN 2023, THE SPECIAL NEEDS DENTISTRY PROGRAM HAD 1,637 VISITS, SERVING 1,384 PERSONS WITH SPECIAL NEEDS, AND THE MOBILE DENTAL VAN PROVIDED 2,873 SERVICES TO 508 PEOPLE IN 1,242 VISITS.PEDIATRIC DEVELOPMENT CENTER/AUTISM TREATMENT PROGRAM. APPROPRIATE DIAGNOSIS OF DEVELOPMENTAL CHALLENGES IS CRITICAL TO ASSISTING THESE INDIVIDUALS IN LIVING THEIR "BEST", MOST HEALTHY LIFE. THIS PROGRAM DIAGNOSES CHILDREN AND ADOLESCENTS FROM BIRTH TO AGE 18 WHO FACE DEVELOPMENTAL CHALLENGES. POST-DIAGNOSIS, THE PROGRAM PROVIDES SPECIALIZED TREATMENT PROGRAMS AS WELL AS TRAINING, EDUCATION AND SUPPORT FOR THE ENTIRE FAMILY, INCLUDING "SIBSHOPS" FOR SIBLINGS OF DEVELOPMENTALLY DISABLED CHILDREN. THE AUTISM TREATMENT PROGRAM HOUSED IN ADVOCATE ILLINOIS MASONIC'S PEDIATRIC DEVELOPMENTAL CENTER (PDC) SERVES CHILDREN WITH AUTISM AND THEIR FAMILIES--BOTH THOSE WITH COMMERCIAL INSURANCE AND MEDICAID PLANS. THE PDC REMAINS ONE OF THE ONLY CENTERS IN ILLINOIS TO PROVIDE DIAGNOSTIC EVALUATIONS AND THERAPY SERVICES FOR AUTISM TO LOW-INCOME FAMILIES. IN 2023, FOR EXAMPLE, OVER 66% OF PATIENTS SERVED AT THE CENTER WERE ON MEDICAID OR GOVERNMENT-FUNDED, EARLY INTERVENTION. THE PDC PROVIDES BOTH COMPREHENSIVE DIAGNOSTIC EVALUATIONS, SPECIALTY MEDICAL CARE (DEVELOPMENTAL PEDIATRICS) AS WELL AS COMPREHENSIVE THERAPY SERVICES (INDIVIDUAL BEHAVIOR THERAPY, SOCIALIZATION GROUPS, SPEECH, OCCUPATIONAL AND PHYSICAL THERAPY, SOCIAL WORK SERVICES, PARENT TRAINING AND SIBLING SUPPORT). IN 2023, THE PDC PROVIDED SERVICES TO 2,071 UNDUPLICATED PATIENTS FOR A TOTAL OF 21,269 PATIENT CONTACTSAT LEAST HALF OF WHICH REPRESENTED PATIENTS WITH AUTISM. THE PDC OFFERS SERVICES IN BOTH ENGLISH AND SPANISH, INCLUDING ONGOING PARENT TRAINING AND SUPPORT TO ENHANCE GENERALIZATION OF SKILLS INTO ALL ENVIRONMENTS. MEDICATION ASSISTANCE PROGRAM. THE MEDICATION ASSISTANCE PROGRAM PROVIDES FINANCIAL AS WELL AS RESOURCE NAVIGATION HELP TO PATIENTS WHO ARE UNABLE TO AFFORD THEIR MEDICATION. MEDICAL CENTER STAFF WORK WITH PHARMACEUTICAL COMPANIES TO OBTAIN MEDICATIONS AT NO OR LOW COSTS FOR PATIENTS AS WELL AS FINANCIALLY SUPPORTING THE PURCHASE OF SOME MEDICATIONS. IN 2023, ADVOCATE ILLINOIS MASONIC ASSISTED 81 PATIENTS THROUGH THIS PROGRAM. ADDITIONALLY, ASSISTANCE WAS PROVIDED FOR CLOTHING TO 111 PATIENTS AND TRANSPOTATION VOUCHERS WERE PROVIDED FOR 103 PATIENTS.SERVICES FOR THE LGBTQ COMMUNITY. ADVOCATE ILLINOIS MASONIC WAS THE FIRST ADVOCATE HOSPITAL TO ACHIEVE, SINCE ITS INCEPTION, "LEADER" STAUS DENOMINATION WITH THE HUMAN RIGHTS CAMPAIGN FOUNDATION'S HEALTH EQUITY INDEX. THE HOSPITAL IS ONE OF 496 LEADERS OUT OF 906 PARTICIPANTS. AS THE LEADING LGBTQ SITE, IT HAS BEEN THE FOUNDATION FOR ADVOCATE HEALTH CARE TO BE THE 4TH LARGEST HEALTH SYSTEM. LEADERS ARE RECOGNIZED FOR POLICIES AND SERVICES SUPPORTIVE OF LGBTQ RIGHTS, INCLUDING PATIENT VISITATION AND EMPLOYMENT NON-DISCRIMINATION, STAFF TRAINING IN LGBTQ PATIENT-CENTERED CARE, LGBTQ PATIENT SERVICES AND SUPPORT, TRANSGENDER PATIENT SERVICES, EMPLOYEE BENEFITS, AND PATIENT AND COMMUNITY ENGAGEMENT. IN 2016, ADVOATE ILLINOIS MASONIC CREATED A SITE LGBTQ WORK GROUP WORKING ON AFFINITY. ADVOCATING FOR POLICIES AND PROCESSES FOR GENDER EXPANSIVE AFFIRMING IDENTIFICATION AND CAPABILITIES TO CAPTURE GENDER IDENTIFY AND SEXUAL ORIENTATION SOGI DATA. ADVOCATE ILLINOIS MASONIC' EXPERIENCE SERVED AS THE MODEL FOR OTHER MEDICAL CENTERS WITIN THE ADVOCATE HEALTH CARE NETWORK TO PARTICIPATE IN THE HEALTH EQUITY INDEX IN 2020, IMPACTING THOUSANDS OF TEAM MEMBERS AND MILLIONS OF PATIENTS ACROSS ILINOIS AND WISCONSIN. THE HOSPITAL WAS FEATURED IN THE HEI 15 YEARS REPORT AS ONE OF 4 INITIAL SURVEY RESPONDENTS AND A MODEL FOR COMMUNITY HOSPITALS PARTICIPATION. DESPITE THE CIRCUMSTANCES AND CHALLENGES THAT THE COVID-19 PANDEMIC BROUGHT TO THE ENTIRE HEALTH CARE SYSTEM, ADVOCATE HOSPITALS CONTINUED THEIR COMMITMENT TO INCLUSIVE AND AFFIRMING CARE LGBTQ PATIENTS IN 2023.HEALTHY FAMILIES. THE ADVOCATE ILLINOIS MASONIC HEALTHY FAMILIES PROGRAM IS A SUPPORT PROGRAM FOR YOUNG PARENTS, PROVIDING INTENSIVE HOME VISITING SERVICES FOR AT-RISK FAMILIES. THE PROGRAM MODEL IS ROOTED IN THE BELIEF THAT EARLY, NURTURING RELATIONSHIPS ARE THE FOUNDATION FOR LIFE-LONG, HEALTHY DEVELOPMENT. THE PROGRAM PROVIDES THREE KEY SERVICES: 1) FREE PRENATAL CLASSES OPEN TO THE COMMUNITY; 2) DOULA SERVICES PROVIDING HOME VISITS AND ON-CALL LABOR/DELIVERY SUPPORT; AND 3) PARENT COACHING HOME VISITATION FOR UP TO THE FIRST THREE YEARS OF A CHILD'S LIFE. ALL SERVICES ARE GRANT-FUNDED, FREE TO THE COMMUNITY AND AVAILABLE IN ENGLISH/SPANISH. LANGUAGE ASSISTANCE/INTERPRETER SERVICES. ADVOCATE ILLINOIS MASONIC PROVIDES CARE FOR PATIENTS FROM MANY DIFFERENT ETHNIC AND CULTURAL BACKGROUNDS. IN ORDER TO MEET THE UNIQUE COMMUNICATION NEEDS OF POPULATIONS ACCESSING CARE AT THE MEDICAL CENTER, ADVOCATE ILLINOIS MASONIC EMPLOYS SPANISH, POLISH AND AMERICAN SIGN LANGUAGE INTERPRETERS TO PROVIDE INTERPRETATION SERVICES AS NEEDED. IN ADDITION, AS WITH ALL HOSPITALS IN THE SYSTEM, ADVOCATE ILLINOIS MASONIC OFFERS TELEPHONIC AND/OR VIDEO INTERPRETING IN MORE THAN 200 LANGUAGES. IN 2023, THE MEDICAL CENTER PROVIDED LANGUAGE ASSISTANCE SERVICES TO A TOTAL OF 81,929 PATIENT/FAMILY ENCOUNTERS.

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	2. ACCESS/BEHAVIORAL HEALTH SERVICESADVOCATE ILLINOIS MASONIC HAS ALSO IMPLEMENTED SEVERAL PROGRAMS FOCUSED ON IMPROVING THE CONTINUUM OF CARE FOR THE BENEFIT OF MENTAL HEALTH AND BEHAVIORAL HEALTH PATIENTS.FIRST ACCESS. GIVEN THE HIGH NUMBER OF ADMISSIONS AND ED VISITS FOR BEHAVIORAL HEALTH CONDITIONS AT ADVOCATE ILLINOIS MASONIC AND THE HIGH NUMBER OF DISCHARGED PATIENTS THAT WERE NOT KEEPING THEIR OUTPATIENT FOLLOW-UP APPOINTMENTS, THE HOSPITAL'S BEHAVIORAL HEALTH DEPARTMENT CREATED THE FIRST ACCESS PROGRAM IN 2013. THE GOAL OF FIRST ACCESS IS TO PROVIDE IMMEDIATE ACCESS TO FOLLOW-UP BEHAVIORAL HEALTH SERVICES TO SUPPORT RECOVERY AND PREVENT RELAPSES. THROUGH THIS PROGRAM, BEHAVIORAL HEALTH ED PATIENTS, AS WELL AS PATIENTS REFERRED BY THE HOSPITAL'S INPATIENT PSYCHIATRIC UNIT, MEDICAL FLOORS AND PHYSICIANS, ARE LINKED TO FOLLOW-UP FOR OUTPATIENT APPOINTMENTS WITH MINIMAL WAIT TIME. SINCE ITS IMPLEMENTATION, FIRST ACCESS HAS CONSISTENTLY INCREASED BEHAVIORAL HEALTH PATIENTS' APPOINTMENT FOLLOW-THROUGH RATES FROM 40 PERCENT IN 2013 TO 100% IN 2019; ALL DISCHARGED PATIENTS RECEIVED WARM HAND-OFFS TO BEHAVIORAL HEALTH SERVICES AND LEFT WITH AN OUTPATIENT PLAN OF CARE. HAVING ACHIEVED THAT, FIRST ACCESS STARTED TO FOCUS ON PROVIDING ACCESS TO CARE TO ALL ADVOCATE PATIENTS AND ITS VOLUMES HAVE STEADILY GROWN, PROVIDING 1,877 INTAKES TO PATIENTS IN 2023. IN 2023, BHS EXTENDED INTAKE FUNCTIONALITY FOR NEW PATIENTS BEYOND FIRST ACCESS SO THAT INTERMITTENT STAFFING CHALLENGES DO NOT INTERFERE WITH STEADY ACCESS TO CARE.DEAF AND HARD OF HEARING PROGRAM. LANGUAGE SERVICES AT ADVOCATE ILLINOIS MASONIC MEDICAL CENTER'S DEAF AND HARD OF HEARING PROGRAM PROVIDES COMPREHENSIVE MENTAL HEALTH CARE IN AMERICAN SIGN LANGUAGE (ASL) TO DEAF AND HARD OF HEARING CHILDREN, ADOLESCENTS, AND ADULTS ACROSS ILLINOIS. THE PROGRAM OFFERS A CONTINUUM OF CARE THAT INCLUDES CLINICAL ASSESSMENTS; PRE-SCREENINGS AND LINKAGE; INDIVIDUALS AND FAMILY THERAPY; PSYCHIATRIC EVALUATIONS AND MEDICATION MONITORING; AS WELL AS CRISIS INTERVENTION WITH 24-HOUR PHONE LINE. TELE-PSYCHIATRY IS AVAILABLE TO CLIENTS USING A VARIETY OF METHODS, INCLUDING VIDEOPHONE EQUIPMENT SUPPORTED BY THE FEDERAL COMMUNICATIONS COMMISSION (FCC) AND TEAMS/ZOOM, THAT SUITS THE INDIVIDUAL'S LINGUISTIC AND TECHNOLOGICAL NEEDS TO ENABLE THE PROVISION OF OTHERWISE SCARCE DEAF-FRIENDLY PSYCHIATRIC SERVICES IN THE HOME OF DEAF PATIENTS. OVER THE YEARS, THE HOSPITAL HAS DISTRIBUTED SEVERAL THOUSAND FREE ASL DVDS ON HIV/AIDS, STDS, BREAST HEALTH, DIABETES, DEPRESSION, AND SMOKING CESSATION. IN 2023. BHS PROVIDED 1,703 SERVICES TO 78 DHOH PATIENTS, WITH 1,518 OFFERED BY THE ASL-FLUENT STAFF AND 185 SERVICES USING REASONABLE ACCOMODATIONS /INTERPRETING. ELVEN PATIENTS OF THOSE 78 DHOH PATIENTS ALSO HAVE VISUAL IMPAIRMENT; THEY REVEIVE 238 SERVICE OVER THE COURSE OF 2023.THE MEDICALLY INTEGRATED CRISIS COMMUNITY SUPPORT (MICCS) PROGRAM. THE MICCS PROGRAM IS A SERVICE WHICH FOLLOWS ACUTELY BEHAVIORALLY ILL PATIENTS, A PORTION OF WHOM ARE HOMELESS, WHO HAVE A COMORBID PHYSICAL ILLNESS OR ADDICTION, AND A PATTERN OF SEEKING PRIMARY AND BEHAVIORAL HEALTH CARE IN THE ED, INPATIENT PSYCHIATRIC UNIT OR MEDICAL UNIT OF COMMUNITY HOSPITALS. THE MULTIDISCIPLINARY TEAM WORKING WITH THE CLIENTS IS COMPRISED OF CLINICIANS, CLERGY AND OTHER ASSOCIATES WHO ARE IN DAILY CONTACT WITH THE CLIENTS. IN 2023, 32 PEOPLE ENROLLED IN MOBILE CRISIS RECEIVED 545 SERVICES, OF WHICH ALL WERE DELIVERED IN THE COMMUNITY. FIRST EPISODE PSYCHOSIS (FEP): THE FEP PROGRAM SERVES ADOLESCENTS AND YOUNG ADULTS WHO ARE FACING THE ONSET OF PSCYCHOSIS DISORDERS. TROUGH SPECIALIZED AND COLLABORATIVE APPROACHES, THE PROGRAM PROVIDES SUPPORT AND EDUCATION TO PATIENTS AND THEIR FAMILY WITH THE GOALS OF IMPROVING RECOVERY OUTCOMES, REDUCING THE LIKELIHOOD OF ACUTE RELAPSE, AND SUPPORTING PATIENTS WITH ACCOMPLISHING THEIR WELLNESS GOALS FOR THE FUTURE. TREATMENT GOALS ARE ACHIEVED THROUGH THERAPY, PSYCHIATRY, SUPPORTED EMPLOYMENT/EDUCATION, FAMILY PSYCHOEDUCATION, AND RECOVERY SUPPORT SERVICES. IN 2023, THERE WERE 59 UNDUPLICATED PATIENTS IN THE FEP PROGRAM WHO RECEIVED A TOTAL OF 1127 SERVICES.3. WORKFORCE DEVELOPMENTBELIEVEING THAT MANY COMMUNITY HEALTH ISSUES ARE DRIVEN BY SOCIAL DETERMINANTS OF HEALTH, THE MEDICAL CENTER HAS FORMED NON-TRADITIONAL PARTNERSHIPS WITH KEY STAKEHOLDERS, SUCH AS EMPLOYMENT AGENCIES, TO PROVIDE MEDICAL EDUCATION EMPLOYMENT OPPORTUNITIES TO LOW-INCOME AND/OR MINORITY INDIVIDUALS. ALSO, IN ADDITION TO THE GRADUATE MEDICAL EDUCATION DESCRIBED IN 4.C, THE MEDICAL CENTER ALSO PROMOTES THE TRAINING OF FUTURE HEALTH CARE PROFESSIONALS WORKING TOWARDS DEGREES IN MANY OTHER DISCIPLINES. SEVERAL EXAMPLES OF THESE EDUCATION PROGRAMS ARE PROVIDED BELOW.WORKFORCE INITIATIVE. AS INDICATED IN PART V, QUESTION 11, THE MEDICAL CENTER ALSO ENGAGES IN A WORKFORCE DEVELOPMENT INITIATIVES TO RECRUIT, TRAIN AND HIRE COMMUNITY MEMBERS SEEKING EMPLOYMENT OPPORTUNITIES IN THE HEALTHCARE INDUSTRY. ADDITIONALLY, THE WORKFORCE DEVELOPMENT OFFERS AN INCUMBENT WORKER PROGRAM (NAVIGATE) TO FRONT-LINE TEAMMATES AT ADVOCATE ILLINOIS MASONIC, WHICH INCLUDES SOFT-SKILLS TRAINING, TOOLS AND RESOURCES DESIGNED TO ASSIST INDIVIDUALS IN DEVELOPING CAREER PATHWAYS. WORKFORCE DEVELOPMENT, WHICH ALSO AIMS TO INCREASE MINORITY REPRESENTATION IN THE HEATH CARE SECTOR, ENROLLED 8 PARTICIPANTS IN THE NAVIGATE PROGRAM AND SERVED 49 TEAMMATES IN TEAMMATE SUCCESS COACHING AT ADVOCATE ILLINOIS MASONIC IN 2023.PARTNERSHIP WITH THE MEDICAL ORGANIZATION FOR LATINO ADVANCEMENT (MOLA). TARGETING LATINO AT-RISK YOUTH, ADVOCATE ILLINOIS MASONIC, IN PARTNERSHIP WITH MOLA, PROVIDES OUTREACH IN HEALTH EDUCATION AND SCREENING IN UNDERSERVED AREAS OF CHICAGO. THE MEDICAL CENTER ALSO IN PARTNERSHIP WITH MOLA PROVIDES MEDICAL EDUCATION OPPORTUNITIES FOR UNDEREPRESENTED LATINO/LATINA STUDENTS INTERESTED IN HEALTH CARE CAREERS, AS WELL AS OPPORTUNITIES FOR INTERNATIONAL MEDICAL GRADUATES TO GAIN VALUABLE U.S. HOSPITAL EXPERIENCE THROUGH VARIOUS RESOURCE AND VOLUNTEER PROGRAMS (I.E., TRANSITION SUPPORT PROGRAM).NURSING EDUCATION. ADVOCATE ILLINOIS MASONIC'S NURSE RESIDENCY PROGRAM IS AN EVIDENCE-BASED, 24-WEEK PRECEPTED ORIENTATION. THE GOAL OF THE PROGRAM IS TO ENHANCE NLRN PROFESSIONAL DEVELOPMENT AND INCREASE ORGANIZATIONAL ENGAGEMENT SO THAT THE NLRN PROVIDES SAFE AND CONFIDENT CARE TO PATIENTS. ALTHOUGH THIS PROGRAM IS NOT INCLUDED IN THE COMMUNITY BENEFITS FINANCIAL NUMBERS FOR HEALTH PROFESSIONALS' EDUCATION, THIS PROGRAM INCREASES ADVOCATE NURSES' PROFICIENCY AND SKILLS FOR CURRENT AND FUTURE NURSING ROLES. IN ADDITION TO THE NURSE RESIDENCY PROGRAM, THE MEDICAL CENTER TRAINS NURSING STUDENTS (NON-RESIDENT) FROM FIVE AREA COMMUNITY-BASED COLLEGES/UNIVERSITIES FOR WHICH STAFF TEACHING TIME IS REPORTED AS COMMUNITY BENEFIT.4. COMMUNITY SAFETYTHE MEDICAL CENTER ALSO WORKS WITH COMMUNITY PARTNERS TO ADDRESS COMMUNITY SAFETYA SOCIAL DETERMINANT OF HEALTH. SOME EXAMPLES ARE PROVIDED BELOW.ADVOCATE TRAUMA RECOVERY CENTER (TRC). THE TRC IS A HEALTH CARE-BASED VIOLENCE INTERVENTION PROGRAM THAT PROVIDES SOCIAL AND BEHAVIORAL HEALTH SERVICES, INDIVIDUAL AND GROUP THERAPEUTIC SERVICES, AND PSYCHIATRIC CONSULTATION TO SURVIVORS OF INTENTIONAL CRIME AND/OR TRAUMA. THE PURPOSE IS TO AID INDIVIDUALS WHO HAVE EXPERIENCED TRAUMA IN REBUILDING, RESTORING AND STRENGTHENING THEIR SENSE OF SAFETY BY ENDING THE CYCLE OF VIOLENCE. THE TRC PROVIDES ACCESS TO TRAUMA-INFORMED CARE BY ACKNOWLEDGING HOW PAST AND PRESENT TRAUMATIC EXPERIENCES AND STRESS MAY IMPACT THE INDIVIDUALS AND FAMILIES SERVEDRESPONDING TO THE UNIQUE NEEDS OF EACH SURVIVOR AND THEIR FAMILY. THE TRC PROGRAM BEGAN AT ADVOCATE CHRIST MEDICAL CENTER IN 2019. IN LATE 2022, THE TRC PROGRAM EXPANDED ITS SERVICES TO ADVOCATE CONDELL MEDICAL CENTER AND ADVOCATE ILLINOIS MASONIC THROUGH SUPPORT FROM THE ILLINOIS CRIMINAL JUSTICE INFORMATION AUTHORITY. THE TRC SERVICES HAVE EXPANDED FROM COOK COUNTY, WILL COUNTY, KANKAKEE COUNTY AND DUPAGE COUNTY TO ALSO SERVE LAKE COUNTY, KANE COUNTY, KENDALL COUNTY, AND MCHENRY COUNTY. THE PROGRAM NOW HAS TRAUMA OUTREACH WORKERS THAT ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK. IN 2023, A TOTAL OF 2,178 PEOPLE WERE SERVED BY THE TRC PROGRAM. THE TOP THREE GROUPS SERVICED, BY RACE AND ETNICITY, WERE BLACK OR AFRICAN AMERICAN (62.2%), HISPANIC OR LATINO (19.0%) AND WHITE NON-LATINO OR CAUCASIAN (16.4%).

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	DISASTER COORDINATION. ADVOCATE ILLINOIS MASONIC'S EMERGENCY MEDICAL SERVICES STAFF TRAIN CITY AND PRIVATE AMBULANCE AND FIRE DEPARTMENT PARAMEDICS. AS ONE OF ONLY ELEVEN HOSPITALS IN ILLINOIS DESIGNATED AS A RESOURCE HOSPITAL COORDINATION CENTER (RHCC), THE MEDICAL CENTER IS RESPONSIBLE FOR COORDINATING MEDICAL RESPONSE WITHIN A DENSELY POPULATED REGION OF CHICAGO. THIS INCLUDES COORDINATING EMERGENCY MEDICAL RESPONSE EFFORTS AT MAJOR EVENTS, SUCH AS THE CHICAGO MARATHON AND DURING VISITS OF NATIONAL AND INTERNATIONAL LEADERS. THE HOSPITAL ALSO SERVES AS THE LEAD HOSPITAL FOR DISASTERS OCCURRING IN CHICAGO, INCLUDING O'HARE AIRPORT.5. HOUSING DATA INDICATES THAT POOR QUALITY HOUSING IS ASSOCIATED WITH VARIOUS NEGATIVE HEALTH COUTCOMES, INCLUDING CHRONIC DISEASE, INJURY, AND POOR MENTAL HEALTH. ADVOCATE ILLINOIS MASONIC IS WORKING WITH COMMUNITY PARTNERS TO ADDRESS HOUSING WITH THE GOAL OF PROVIDING A SAFE AND HEALTHY PLACE TO LIVE AND TO CONVALESCE. THIS SUPPORTS THE ADVOCATE AURORA SYSTEMWIDE GOAL TO DECREASE THE NUMBER OF ED PATIENTS WHO ARE SCREENED POSITIVE FOR HOMELESSNESS BY 5% BY 2025. THE FOLLOWING ARE EXAMPLES OF THE MEDICAL CENTER'S EFFORTS TO ADDRESS THIS SDOH.6. FOOD SECURITYACCESS TO FRESH, AFFORDABLE FOOD IS A KEY INGREDIENT IN THE RECIPE TO ADDRESS SOCIAL DETERMINANTS OF HEALTHAND IN KEEPING THE COMMUNITY HEALTHY. ADVOCATE ILLINOIS MASONIC IS INVOLVED WITH MULTIPLE LOCAL COMMUNITY PARTNERS TO DEVELOP SUSTAINABLE FOOD INITIATIVES TO ADDRESS FOOD INSECURITY. EXAMPLES OF THESE INITIATIVES ARE PROVIDED BELOW.HOSPITAL-BASED FOOD PANTRY PROGRAMS IN CENTRAL CHICAGOLAND. ADVOCATE ILLINOIS MASONIC MEDICAL CENTER HOSPITAL-BASED FOOD PANTRY PROGRAM SCREENS PATIENTS FOR FOOD INSECURITY. PATIENTS WHO SCREEN POSITIVE FOR FOOD INSECURITY ARE ELIGIBLE FOR A NON-PERISHABLE FOOD BAG AND FRESH PRODUCE BOX ONCE A MONTH. IN ADDITION, THE MEDICAL CENTER IMPLEMENTS POP UP FARMERS MARKETS IN LOW-INCOME AND VULNERABLE COMMUNITIES WITH HIGH FOOD INSECURITY RATES. IN 2023, THE PROGRAM SERVED 58 PATIENTS AND DISTRIBUTED AN ESTIMATED 870 POUNDS OF FOOD.BABY FRIENDLY HOSPITAL. ADVOCATE ILLINOIS MASONIC IS CERTIFIED AS BABY FRIENDLY, A DESIGNATION FROM THE WORLD HEALTH ORGANIZATION RECOGNIZING THE HIGHEST LEVEL OF SUPPORT FOR BREASTFEEDING MOTHERS AND BABIES. THIS DESIGNATION AND RELATED PRACTICES ARE A STRONG STEP FORWARD IN ADDRESSING THE CITY'S CHILDHOOD OBESITY EPIDEMIC. PROVIDING INFANTS WITH HUMAN MILK GIVES THEM THE MOST COMPLETE NUTRITION POSSIBLE BECAUSE IT PROVIDES THE BEST MIX OF NUTRIENTS FOR EACH BABY TO THRIVE. THE BABY FRIENDLY DESIGNATION, WHICH IS GRANTED BY BABY-FRIENDLY USA, RECOGNIZES THE MEDICAL CENTER'S SUCCESS AT PROVIDING AN OPTIMAL LEVEL OF SUPPORT FOR BREASTFEEDING MOTHERS AND BABIES. THE DESIGNATION WAS ACHIEVED AFTER A RIGOROUS FOUR-PHASE PROCESS CULMINATING WITH COMPREHENSIVE ON-SITE EVALUATION. SCIENTIFIC STUDIES HAVE SHOWN THAT BREASTFED CHILDREN HAVE FAR FEWER AND LESS SERIOUS ILLNESS THAN THOSE WHO NEVER RECEIVED BREAST MILK, INCLUDING A REDUCED RISK OF SIDS, CHILDHOOD CANCER AND DIABETES.IN ADDITION TO THE MEDICAL CENTER'S MANY PROGRAMS AND SERVICES DESCRIBED PREVIOUSLY, THERE ARE A MYRIAD OF OTHER COMMUNITY SERVICES OFFERED INCLUDING: HUMAN BREAST MILK DEPOT; BIKE HELMET FITTING EVENTS; THE BETTER BREATHERS CLUB (ASSISTS COMMUNITY MEMBERS WITH RESPIRATORY ISSUES); QUARTERLY BLOOD DRIVES; CAR SEAT SAFETY CHECKS; PROVISION OF MEETING SPACE FOR COMMUNITY ORGANIZATIONS; CPR, CHOKING AND BLEEDING CONTROL TRAININGS FOR THE COMMUNITY; INCONTINENCE SEMINARS; CONTENT TARGETED GOLDEN AGE SENIOR SEMINARS; SEMINARS FOR CHICAGO HOUSING AUTHORITY RESIDENTS ON VARIOUS HEALTH ISSUES; STROKE EDUCATION SEMINARS; AND MULTIPLE DISEASE SPECIFIC SUPPORT GROUPS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 12,248,502 including grants of $ ) (Revenue $ 15,093,849 )
4e	Total program service expenses824,261,211

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,576,515	55,924,341	3,620,524

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	1,940,265
e	Government grants (contributions)		1e	3,942,436

f	All other contributions, gifts, grants, and similar amounts not included above		1f	233,430

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

h Total. Add lines 1a-1f.......		6,116,131

		Business Code
2a	BLUE CROSS / MANAGED C	621110	363,747,353	363,747,353
b	PATIENT SVC REVENUE	621110	355,412,338	355,412,338
c	MEDICARE / MEDICAID	621110	351,973,940	351,973,940
d	PHARMACY	456110	107,192,689	107,192,689
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,178,326,320

3 Investment income (including dividends, interest, and othersimilar amounts) ......			40,847,554			40,847,554
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	2,231,248
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	2,231,248
d	Net rental income or (loss).......			2,231,248			2,231,248
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		247,576
b	Less: cost or other basis and sales expenses	7b		-556,485
c	Gain or (loss)	7c		804,061
d	Net gain or (loss).........			804,061			804,061
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	PARKING		812930	2,582,540	2,582,540
b	CAFETERIA REVENUE		722514	1,548,377	1,548,377
c	MISCELLANEOUS		900099	370,497	370,497
d	All other revenue ....			937	937
e	Total. Add lines 11a–11d ......			4,502,351
12	Total revenue. See instructions.....			1,232,827,665	1,182,828,671	0	43,882,863

1	Cash–non-interest-bearing ........			1,921,537	1	2,860,471
2	Savings and temporary cash investments .........			109,865,506	2	304,113,350
3	Pledges and grants receivable, net ......			702,524	3	566,730
4	Accounts receivable, net .............			94,353,409	4	94,208,073
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 ............			24,350,879	8	26,327,099
9	Prepaid expenses and deferred charges ......			175,722	9	101,323
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	700,111,150
b	Less: accumulated depreciation	10b	322,293,813	331,231,782	10c	377,817,337
11	Investments—publicly traded securities .			450,524,488	11	486,249,214
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			94,301,820	13	108,040,955
14	Intangible assets ...............				14	26,878
15	Other assets. See Part IV, line 11 ...........			155,585,521	15	16,819,293
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,263,013,188	16	1,417,130,723

17	Accounts payable and accrued expenses .....	153,918,107	17	46,901,736
18	Grants payable ...		18
19	Deferred revenue .........	526,095	19	1,022,639
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	44,609,752	25	47,846,630
26	Total liabilities. Add lines 17 through 25..	199,053,954	26	95,771,005

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,063,959,234	27	1,321,359,718
28	Net assets with donor restrictions ...........		28
	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 ...........	1,063,959,234	32	1,321,359,718
33	Total liabilities and net assets/fund balances ........	1,263,013,188	33	1,417,130,723