ADVOCATE HEALTH AND HOSPITALS CORP
3075 HIGHLAND PARKWAY SUITE 600, DOWNERS GROVE, IL 60515 www.advocatehealth.com

Total Revenue
$5,672,619,246
Total Expenses
$5,701,110,222
Net Assets
$5,297,076,809

Organizations Filed Purposes: THE MISSION OF ADVOCATE HEALTH AND HOSPITALS CORPORATION IS TO SERVETHE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THOUGH AWHOLISTIC PHILOSOPY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMANBEINGS AS CREATED IN THE IMAGE OF GOD.

SERVE HEALTH NEEDS OF COMMUNITIES THROUGH WHOLISTIC PHILOSOPHY ROOTED IN FUNDAMENTAL UNDERSTANDING OF HUMANS AS CREATED IN THE IMAGE OF GOD.

FINANCIAL ASSISTANCE. PROVIDING INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENTS' ABILITY TO PAY. INCLUDED IN THESE HEALTH CARE SERVICES ARE THE PROVISION OF FINANCIAL ASSISTANCE AND TRAUMA CARE. AS PART OF ITS COMMUNITY BENEFITS STRATEGY AND ITS VISION AND VALUES, ADVOCATE IS COMMITTED TO PROMOTING INITIATIVES THAT ENHANCE ACCESS TO HEALTH CARE FOR PEOPLE WHO ARE UNINSURED, UNDERINSURED AND LOW INCOME. 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. FROM JANUARY 2019 TO MAY 2019, UNINSURED PATIENTS EARNING UP TO SIX TIMES THE FEDERAL POVERTY LEVEL (FPL), AND INSURED PATIENTS EARNING UP TO FOUR TIMES THE FPL WERE ELIGIBLE TO BE CONSIDERED FOR A FULL OR PARTIAL FINANCIAL ASSISTANCE DISCOUNT. AS OF JUNE 2019, 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 WAS ADDED 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. BOTH UNINSURED AND INSURED REQUESTS ARE GIVEN CONSIDERATION BASED ON THE INDIVIDUAL'S EXTENUATING CIRCUMSTANCES. ADVOCATE CONTINUES TO REVIEW AND REFINE ITS POLICY IN AN ONGOING EFFORT TO ENSURE THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO NEED HELP.ADVOCATE HEALTH CARE IS DEDICATED TO PROVIDING EXPERT EMERGENCY CARETODAY AND INTO THE FUTURE. IN THE AREA OF TRAUMA CARE, LEVEL 1 DESIGNATION IS THE HIGHEST LEVEL FOR TRAUMA CENTERS. AS LEVEL 1 TRAUMA CENTERS, FIVE ADVOCATE HOSPITALSADVOCATE CHRIST, ADVOCATE CONDELL, ADVOCATE GOOD SAMARITAN, ADVOCATE ILLINOIS MASONIC AND ADVOCATE LUTHERAN GENERALCARE FOR THE MOST SERIOUSLY INJURED PEOPLE IN CHICAGOLAND. AS IS THE CASE WITH ALL ILLINOIS LEVEL I TRAUMA CENTERS, ADVOCATE'S TRAUMA CENTERS ARE STAFFED BY ON-SITE, 24-HOUR-A-DAY TRAUMA SURGEONS; FEATURE 24-HOUR SURGICAL AND NONSURGICAL SERVICES, SUCH AS RADIOLOGY AND ANESTHESIA; AND CAN ACCOMMODATE HELICOPTER TRANSPORTS. ADVOCATE OPERATES NEARLY ONE-QUARTER OF ALL LEVEL I TRAUMA CENTERS IN ILLINOIS AND IS THE LARGEST TRAUMA SYSTEM IN THE STATE. TWENTY PERCENT OF TRAUMA PATIENTS IN METROPOLITAN CHICAGO ARE TREATED ANNUALLY IN AN ADVOCATE TRAUMA CENTER. IN 2019, ADVOCATE'S LEVEL I TRAUMA HOSPITALS TREATED 7,773 TRAUMA PATIENTS. AN ADDITIONAL 973 TRAUMA PATIENTS WERE TREATED AT ADVOCATE'S LEVEL II DESIGNATED TRAUMA HOSPITALSADVOCATE BROMENN, ADVOCATE GOOD SHEPHERD AND ADVOCATE SHERMAN. IN ADDITION, THERE WERE AN ADDITIONAL 535,343 NON-TRAUMA EMERGENCY ROOM VISITS FOR ALL ADVOCATE'S HOSPITALS.

HEALTH CARE SERVICES PROVIDED BY PHYSICIANS EMPLOYED BY THE ORGANIZATION. AS PART OF ADVOCATE'S BROAD ARRAY OF SERVICES AND PROGRAMS DESIGNED TO MEET COMMUNITY HEALTH NEEDS, ADVOCATE PHYSICIANS TARGET UNIQUE HEALTH ACCESS NEEDS OF THE UNINSURED, UNDERINSURED, UNDERSERVED, LOW INCOME AND SPECIAL NEEDS INDIVIDUALS LIVING IN CHICAGOLAND AND CENTRAL ILLINOIS COMMUNITIES. EXAMPLES OF THESE PROGRAMS INCLUDE:ADVOCATE ADULT DOWN SYNDROME CENTER. ESTABLISHED IN 1992 THROUGH A PARTNERSHIP BETWEEN ADVOCATE LUTHERAN GENERAL AND THE NATIONAL ASSOCIATION FOR DOWN SYNDROME (NADS), THE ADVOCATE MEDICAL GROUP ADULT DOWN SYNDROME CENTER PROVIDES CRUCIAL PSYCHOSOCIAL AND MEDICAL SERVICES TO ADOLESCENTS AND ADULTS WITH DOWN SYNDROME LIVING IN ALL AREAS OF ILLINOIS. EACH YEAR, APPROXIMATELY 2,000 INDIVIDUALS ARE SERVED THROUGH OVER 7,000 VISITS, INCLUDING CARE IN THE OFFICE, THE PATIENT'S HOME, AT RESIDENTIAL FACILITIES, NURSING HOMES AND IN THE HOSPITAL. THE CENTER'S MULTIDISCIPLINARY APPROACH TO COMPREHENSIVE MEDICAL CARE, WITH A STRONG EMPHASIS ON PREVENTIVE MEDICINE, PROVIDES PRACTICAL APPROACHES TO HEALTH EDUCATION AND HEALTH RISK REDUCTION, INCLUDING SUPPORTING PEOPLE WITH DOWN SYNDROME IN THEIR OWN HEALTH PROMOTION EFFORTS. REIMBURSEMENT IS REDUCED GIVEN MORE TIME IS PROVIDED TO EACH PATIENT VISIT TO ALLOW INDIVIDUALS WITH DOWN SYNDROME TO PARTICIPATE IN THEIR OWN HEALTH CARE. FURTHER, ONLY ONE-THIRD OF THE COST OF THE CLINIC IS REIMBURSED THROUGH BILLING INSURANCE DUE TO THE PAYOR MIX. ADVOCATE GENEROUSLY PROVIDES SOME SERVICES AT THE CENTER THAT ARE KEY TO HEALTH PROMOTION BUT THAT ARE NOT REIMBURSABLE OR BILLABLE. THE CENTER CONTINUES TO FOCUS ON EXPANDING ITS RESEARCH AND PATIENT EDUCATION IN COMING YEARS. MAINE TOWNSHIP DISTRICT 207 SCHOOL-BASED HEALTH CENTERS (SBHC). MAINE TOWNSHIP DISTRICT 207 WAS FACED WITH APPROXIMATELY 30 PERCENT OF ITS STUDENTS NOT BEING ABLE TO MEET, OR EXPERIENCING SIGNIFICANT DIFFICULTY MEETING, THE STATE-MANDATED PHYSICAL AND IMMUNIZATION REQUIREMENTS DUE TO BEING UNINSURED OR UNDERINSURED. FOLLOWING SEVERAL YEARS OF PLANNING AND IN COLLABORATION WITH ADVOCATE MEDICAL GROUP AND ADVOCATE LUTHERAN GENERAL, THE DISTRICT OPENED A SCHOOL-BASED HEALTH CENTER (D207 SBHC) IN MAINE EAST HIGH SCHOOL IN MARCH 2003 TO PROVIDE THESE STUDENTS WITH ACCESS TO VITAL HEALTH CARE SERVICES. ADVOCATE EMPLOYEES SERVE AS MEDICAL DIRECTOR, PEDIATRICIAN, NURSE PRACTITIONER AND MENTAL HEALTH WORKER FOR THE GRANT-FUNDED CLINIC. THE CLINIC HAS A SMALL PHARMACY THAT PROVIDES LIMITED MEDICATIONS FOR STUDENTS IN NEED AND ADVOCATE KEEPS THE CLINIC EQUIPPED WITH OFFICE SUPPLIES AND OTHER EQUIPMENT. THE CENTER ALSO SERVES AS A TRAINING SITE FOR PEDIATRIC AND FAMILY MEDICINE RESIDENTS. OPEN TO ALL HIGH SCHOOL STUDENTS IN MAINE TOWNSHIP HIGH SCHOOL DISTRICT 207, THE D207 SBHC HAS HELPED TO PROVIDE MANY STUDENTS WITH PHYSICALS AND IMMUNIZATIONS WHICH HAS ALLOWED THE DISTRICT TO MAINTAIN ITS 99% IL STATE COMPLIANCE RATE. THE D207 SBHC CONTINUES TO PROVIDE FREE OR LOW-COST SERVICES INCLUDING PHYSICALS, IMMUNIZATIONS, EMERGENT CARE, BEHAVIORAL HEALTH TREATMENT, NUTRITIONAL COUNSELING AND EDUCATIONAL PROGRAMS. THE CENTER'S MEDICAL DIRECTOR AND STAFF HAD 1,800 CONTACTS DURING THE 2019/2020 SCHOOL YEAR AND MORE THAN 30,800 STUDENT CONTACTS SINCE THE FACILITY'S INCEPTION. MEDFEST. IN 2019, ADVOCATE MEDICAL GROUP SPONSORED MEDFEST, A COLLABORATIVE WITH SPECIAL OLYMPICS OF ILLINOIS, FOR THE 21ST YEAR IN A ROW. MEDFEST IS ANNUALLY HELD AT VARIOUS LOCATIONS IN THE STATE. THE EVENT PROVIDES PEOPLE WITH INTELLECTUAL DISABILITIES OPPORTUNITIES TO PARTICIPATE IN SPORTS TRAINING AND COMPETITIONS, CREATING AVENUES FOR INCLUSION AND ACCEPTANCE FOR THIS UNDERSERVED POPULATION THROUGHOUT ILLINOIS. THE FREE CLINICAL SERVICES RESULT IN PARTICIPANTS' ENHANCED PHYSICAL FITNESS AND COMFORT WITH THE MEDICAL COMMUNITY. AMG PROVIDED 1,764 (207 MORE THAN IN 2018) FREE ATHLETIC PHYSICALS TO SPECIAL OLYMPIANS AT CHICAGO'S UNITED CENTER IN 2019, ALLOWING THEM OPPORTUNITIES TO PARTICIPATE IN COMPETITIONS THROUGHOUT THE YEAR. ADVOCATE MEDICAL GROUP HAS ALSO PROVIDED FREE PHYSICALS TO SPECIAL OLYMPIANS IN BLOOMINGTON FOR THE PAST 6 YEARS AND IN ORLAND PARK FOR OVER ELEVEN YEARS, PROVIDING 40 AND 208 PHYSICAL EXAMS, RESPECTIVELY, IN 2019.

GRADUATE MEDICAL EDUCATION (GME) AND POST-GRADUATE (CME)/MEDICAL STUDENTS/OTHER HEALTH PROFESSIONALS EDUCATION. ADVOCATE IS COMMITTED TO TRAINING HEALTH CARE PROVIDERS IN A BROAD RANGE OF MEDICAL SPECIALTIES. AS ONE OF THE LARGEST PROVIDERS OF TRAINING IN PRIMARY CARE MEDICINE IN ILLINOIS, THERE WERE 2,270 MEDICAL STUDENT ROTATIONS COMPLETED AND 580 RESIDENTS AND FELLOWS WHO RECEIVED HANDS-ON TRAINING IN 2019 AT ADVOCATE'S FOUR ACADEMIC MEDICAL CENTERSADVOCATE BROMENN, ADVOCATE CHRIST, ADVOCATE ILLINOIS MASONIC AND ADVOCATE LUTHERAN GENERAL. ADVOCATE IS ALSO ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION (CME) FOR PHYSICIANS. ADVOCATE'S CME PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT THROUGH YEAR-ROUND SCHEDULING AND PLANNING OF ACCREDITED COURSES, SEMINARS AND MEETINGS FOR NON-ADVOCATE PHYSCIAINS AND HEALTH CARE PROVESSIONALS IN THE REGION, AS WELL AS FOR ADVOCATE'S OWN PHYSICIANS. ADVOCATE'S MEDICAL STAFF SHARE THEIR EXPERTISE THROUGH GROUND ROUNDS, MORTALITY AND MORBIDITY CONFERENCES, AND JOURNAL CLUBSAS WELL AS SINGLE ACTIVITIES ADDRESSING A VARIETY OF CLINICAL AND RESEARCH TOPICS. IN 2019, ADVOCATE HOSTED 2,887 CME EVENTS TO 39,456 PARTICIPANTS, OF WHICH 28,116 WERE PHYSICIANS, AT 13 ADVOCATE SITES FOR A TOTAL OF 3,863 CME CREDIT HOURS.IN ADDITION TO TEACHING GME AND CME STUDENTS, ADVOCATE MEDICAL GROUP (AMG) PHYSICIANS ALSO DEVOTE ONE-ON-ONE TIME TO TEACHING PHYSICIAN ASSISTANTS (PA) AND NURSE PRACTIONER (NP) STUDENTS FROM MULTIPLE AREA UNIVERSITIES. IN 2019, AMG PHYSICIANS ALONE DEVOTED 14,649 HOURS TO TEACHING NP STUDENTS (AMG STAFF APN'S DEVOTED AN ADDITIONAL 2,280 HOURS TO TEACHING NP STUDENTS) AND 4,984 PHYSICIAN HOURS TO TEACHING PA STUDENTS IN PHYSICIANS' OFFICES. THE VALUE OF THEIR TIME TEACHING THESE STUDENTS TOTALED OVER $4.5M IN 2019.DEPENDENT ON EACH HOSPITAL'S OR ADVOCATE'S SYSTEM-LEVEL ACADEMIC AFFILIATIONS, THE TRAINING OF UNDERGRADUATE AND GRADUATE STUDENT NURSES, AND STUDENTS IN OTHER ALLIED HEALTH PROFESSIONS, SUCH AS RESPIRATORY CARE, RADIOLOGIC TECHNOLOGY, PHYSICAL AND SPEECH THERAPY, PHARMACEUTICAL SERVICES, ETC., ALSO OCCURS THROUGHOUT ADVOCATE'S MULTIPLE SITES. ADVOCATE'S SPIRITUAL LEADERS OVERSEE A NATIONALLY ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM. SUPERVISING OVER 200 STUDENT UNITS EACH YEAR, THIS PROGRAM IS THE LARGEST IN THE COUNTRY, PROVIDING OPPORTUNITIES FOR SEMINARY STUDENTS AND LOCAL FAITH LEADERS TO GROW AND DEVELOP SPIRITUAL CARE MINISTRY SKILLS.NOT INCLUDED IN THE EXPENSE AND REVENUE AMOUNTS BUT IMPORTANT TO THE ORGANIZATION'S ROLE IN TRAINING HEALTH CARE PROFESSIONALS, ARE THE NURSING RESIDENCY PROGRAMS AT TWO OF ITS HOSPITALSADVOCATE GOOD SAMARITAN AND ADVOCATE ILLINOIS MASONIC. RESIDENCY PROGRAMS OCCUR IN OTHER DISCIPLINES AS WELL, SUCH AS THE PHARMACY RESIDENCY PROGRAM FOR EXAMPLE, AT MULTIPLE ADVOCATE SITES.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Hamad Farhat MdNEUROSURGEON55$1,917,530
Richard ScottSVP CLINICAL55$1,586,287
Michael FarrellPRESIDENT OF ADVOCATE CHILDREN'S HOSPITAL55$1,558,514
Demetrius LopesNEUROSURGEON55$1,332,474
Ryan Trombly MdNEUROSURGEON55$1,247,152
Michel Ilbawi MdPEDIATRIC CV SURGERY55$1,242,636
Egon Doppenberg MdFORMER HCE-NEUROSURGEON0$1,213,682
Dean Karahalios MdFORMER HCE-NEUROSURGEON0$1,198,754
Karen LambertPRESIDENT OF GOOD SHEPHERD HOSPITAL55$1,132,308
Dominica TallaricoFORMER KEY EMPLOYEE0$1,086,210
Richard HeimPRESIDENT, CHRIST MEDICAL CENTER55$944,028
Leslie LenzoASSISTANT TREASURER55$875,800
Colleen KannadayPRESIDENT OF BROMENN & EUREKA HOSPITAL55$848,807
Terika R MbanuPRESIDENT OF LUTHERAN GENERAL HOSPITAL55$660,795
James DohenyASSISTANT TREASURER55$575,517
Nancy M TinsleyPRESIDENT OF GOOD SAMARITAN HOSPITAL55$562,786
Matthew PrimackFORMER KEY EMPLOYEE0$526,010
Rashard JohnsonPRESIDENT OF TRINITY & SS55$468,528
Kenneth LukhardFORMER KEY EMPLOYEE0$416,181
Susan CampbellFORMER OFFICER0$407,708
David Fox JrFORMER KEY EMPLOYEE0$154,319
Earl J Barnes IiFORMER OFFICER0$0
Lee Sacks MdEVP,FORMER OFFICER0$0
Steve HuserASSISTANT TREASURER1$0
Shelly HartASSISTANT SECRETARY1$0
Nan NelsonASSISTANT TREASURER1$0
Mike LappinSECRETARY1$0
Michael KernsASSISTANT SECRETARY1$0
Michael GrebeASSISTANT SECRETARY, CHIEF LEGAL OFFICER1$0
James SlinkmanASSISTANT SECRETARY1$0
Barbara Byrne MdCHIEF INFORMATION OFFICER1$0
Scott PowderCHIEF STRATEGY OFFICER1$0
Dominic J NakisCFO & TREASURER1$0
Kelly Jo GolsonCHIEF MARKETING OFFICER1$0
Vincent Bufalino MdCHIEF ADVOCATE MEDICAL GROUP OFFICER1$0
Kevin BradyCHIEF HUMAN RESOURCES OFFICER1$0
Rev Kathie Bender SchwichCHIEF SPIRITUAL OFFICER1$0
William SantulliEVP, CHIEF OPERATING OFFICER1$0
Gary Stuck DoCHIEF MEDICAL OFFICER1$0
Emelie Ilarde MdDIRECTOR1$0
K Richard JakleVICE CHAIRPERSON, DIRECTOR1$0
Clarence Nixon Jr PhdDIRECTOR1$0
Lynn Crump-CaineDIRECTOR1$0
Mark Harris JdDIRECTOR1$0
Ron GreeneDIRECTOR1$0
Rev Dr Nathaniel EdmondDIRECTOR1$0
David AndersonDIRECTOR1$0
Gail D HasbrouckDIRECTOR1$0
John TimmerDIRECTOR1$0
Michele Baker RichardsonCHAIRPERSON, DIRECTOR1$0
James SkogsberghPRESIDENT, DIRECTOR1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202003239349301515_public.xml