2025-04-18T18:52:41-05:00 2023-12-31 990 2023-01-01 391528430 AURORA MEDICAL CENTER BAY AREA INC AURO 4142991576 PO BOX 343910 MILWAUKEE WI 532343910 JENNIFER BARBER VICE PRESIDENT OF TAX 4142991576 2025-04-17 0 0 2023 2025-03-06 01:10:19Z X JEFFREY DALEN-BARD 750 W VIRGINIA STREET MILWAUKEE WI 53204 99016263 0 X WWW.AURORAHEALTHCARE.ORG X 1985 WI AURORA MEDICAL CENTER BAY AREA (AMCBA) IS A REGIONAL HEALTH CARE FACILITY PROVIDING A WIDE RANGE OF MEDICAL SERVICES TO THE RESIDENTS OF MARINETTE AND MEMOMINEE COUTIES AND THE SURROUNDING AREAS. AMCBA'S PRIMARY EXEMPT PURPOSE IS THE PROVISION OF HEALTH CARE SERVICES. 5 3 836 0 0 0 -110 673111 101737724 97536760 577621 54139 651417 711643 102966652 98975653 600 0 0 0 43973867 45350964 0 0 0 72254002 62914054 116228469 108265018 -13261817 -9289365 200415474 175676404 98160533 83795306 102254941 91881098 X WE ARE YOUR MEDICAL CENTER, STRIVING TO EXCEED YOUR EXPECTATIONS BY PROVIDING COMPASSIONATE, COST-EFFECTIVE, QUALITY HEALTHCARE TO ALL. 0 0 86265382 97982946 INPATIENT HOSPITAL SERVICES FOR MEDICAL, SURGICAL AND OBSTETRICS/GYNECOLOGY PATIENTS - AMCBA PROVIDED CARE FOR 78,823 PATIENTS WHO WERE ADMITTED AS INPATIENTS DURING 2021. THESE SERVICES INCLUDED 24/7 CARE FOR PATIENTS ADMITTED WITH MEDICAL CONDITIONS WARRANTING A HOSPITAL STAY, PATIENTS ADMITTED FOR SURGICAL PROCEDURES EXTENSIVE ENOUGH TO REQUIRE A STAY OVERNIGHT OR FOR SEVERAL DAYS FOLLOWING THE PROCEDURES, AND PATIENTS ADMITTED FOR THE DELIVERY OF NEWBORNS.OUTPATIENT SURGICAL SERVICES - AMCBA PERFORMED 165,404 OUTPATIENT SURGICAL PROCEDURES FOR OUTPATIENTS DURING 2021. THESE PROCEDURES INCLUDED ORTHOPEDIC, UROLOGICAL, GENERAL SURGERY, GYNECOLOGY, AND ENT SURGERIES. 86265382 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 38 0 836 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ADVOCATE HEALTH INC 4142991576 PO BOX 341880 MILWAUKEE WI 532341880 DENNIS POTTS DIRECTOR, VICE PRESIDENT 1.00 55.00 X X 0 2952403 182360 GABRIELLE FINLEY-HAZLE DIRECTOR, VICE PRESIDENT 1.00 55.00 X X 0 210962 10258 MICHAEL GREBE DIRECTOR, SECRETARY 1.00 55.00 X X 0 3603425 99054 NAN NELSON DIRECTOR, ASSISTANT TREASURER, TREASURER 1.00 55.00 X X 0 1721965 152768 RACHELLE HART DIRECTOR, ASST SECRETARY, SECRETARY 1.00 55.00 X X 0 1155480 130674 JEFFREY DALEN-BARD PRESIDENT 1.00 55.00 X 0 1419130 142501 DOMINIC NAKIS TREASURER 1.00 55.00 X 0 6387589 130352 KATHERINE KETNER ASSISTANT SECRETARY 1.00 55.00 X 0 317371 30165 CARRIE DONOVAN ASSISTANT TREASURER 1.00 55.00 X 0 774644 126822 JAMES DOHENY ASSISTANT TREASURER 1.00 55.00 X 0 1064007 63927 MICHAEL KERNS ASSISTANT SECRETARY 1.00 55.00 X 0 749774 111993 MICHAEL VOLANTE ASSISTANT TREASURER 1.00 55.00 X 0 256767 47558 ROBIN STOEN ASSISTANT TREASURER 1.00 55.00 X 0 327036 29223 STEVE HUSER ASSISTANT TREASURER 1.00 55.00 X 0 806480 71656 JAMES SLINKMAN ASSISTANT SECRETARY 1.00 55.00 X 0 712395 111416 RACHEL HALVERSON ASSISTANT TREASURER 1.00 55.00 X 0 477791 59558 BRAD CLARK ASSISTANT TREASURER 1.00 55.00 X 0 1431976 145795 SUE DWYER ASSISTANT TREASURER 1.00 55.00 X 0 619629 113751 EDWARD HARDING HOSPITAL PRESIDENT 55.00 0.00 X 885710 0 94125 NICOLE SWANSON VICE PRESIDENT & CHIEF NURSING OFFICER 55.00 0.00 X 224989 0 42528 JESSICA MOSCHEA DIRECTOR PHARMACY SERVICES 55.00 0.00 X 195516 0 36978 ROBIN DEQUAINE MANAGER FACILITIES OPERATION 55.00 0.00 X 184160 0 45470 LINDA SHAVER CLINICAL PHARMACIST I 55.00 0.00 X 180056 0 23419 1670431 24988824 2002351 5 0 1 0 TRAVEL NURSE ACROSS AMERICA LLC 5020 NORTHSHORE DR STE 2 NORTH LITTLE ROCK AR 72118 STAFFING 2813031 SHARED MEDICAL SERVICES INC 209 LIMESTONE PASS COTTAGE GROVE WI 53527 HEALTHCARE SERVICES 333825 VERSITI INC 638 N 18TH ST MILWAUKEE WI 53233 MEDICAL SERVICES 262490 CAREPOINT PC 5600 S QUEBEC ST STE 312A GREENWOOD VILLAGE CO 80111 HEALTHCARE SERVICES 206945 PARTHIE LANDSCAPE AND STONE LLC W1558 US 41 S MARINETTE WI 54143 CONSTRUCTION SERVICES 127508 5 62097 536406 74608 673111 PATIENT SVC REVENUE 621110 97536760 97536760 97536760 17055 17055 265457 0 265457 265457 265457 77694 40610 37084 37084 37084 CAFETERIA 900099 393685 393685 GIFT SHOP 900099 52501 52501 446186 98975653 97982946 0 319596 36373939 34538570 1835369 904395 889135 15260 5677895 5548655 129240 2394735 2284018 110717 2705845 2705845 3171 2581 590 713029 677189 35840 49135 49300 -165 2665034 2664778 256 77935 64907 13028 42644 31649 10995 2000323 2000323 227502 27228 200274 5879076 2754567 3124509 718666 718666 MEDICAL SUPPLIES 20726549 20912109 -185560 OTHER 12018494 186156 11832338 INTERCOMPANY 5719899 5719899 BAD DEBT 5473253 5453015 20238 3893499 4461626 -568127 108265018 86265382 21999636 0 1678290 27225 38618393 32433231 15606612 12906294 2662528 2363260 37566 0 161278435 33697061 127651709 127581374 385024 365020 13775352 0 200415474 175676404 21269148 8666547 41563 79838 74425000 71830000 2424822 3218921 98160533 83795306 X 102186489 91812646 68452 68452 102254941 91881098 200415474 175676404 -9289365 -1084478 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8575616 8575616 120261618 14552243 105709375 3462397 2356637 1105760 27957194 16629041 11328153 1021610 159140 862470 127581374 LEASE LIABILITY CURR OPERATING 286263 BAMC FAIR VALUE OF SWAP 1206058 LEASE LIABILITY LT OPERATING 1726600 3218921 1 1 X 1 X 250.000000000000 0 1 1 0 1 1 530836 0 530836 0.00520 16628452 6041152 10587300 0.10300 377238 354666 22572 0.00020 17536526 6395818 11140708 0.10840 741 271358 0 271358 0.00260 59 157150 0 157150 0.00150 3568095 3434272 133823 0.00000 728 6275 0 6275 0.00010 1528 4002878 3434272 568606 0.00420 1528 21539404 9830090 11709314 0.11260 75 250 250 0.00000 75 250 250 0.00000 5473253 463386 43396304 59305267 -15908963 X 1 1 1 1 AURORA MEDICAL CENTER BAY AREA INC 3003 UNIVERSITY DR MARINETTE WI 54143 WWW.BAMC.ORG 2419-800 X X X AURORA MEDICAL CENTER BAY AREA INC 0 0 1 X X X X X X X X X 19 1 0 1 1 X WWW.AURORA.ORG/COMMBENEFITS X WWW.AURORA.ORG X X 1 19 1 WWW.AURORA.ORG/COMMBENEFITS 0 1 X 250.000000000000 X X X X X 1 1 X X X 1 X WWW.AURORA.FAP X WWW.AURORA.FAP X WWW.AURORA.FAP X X X X X X 1 X 0 X X X X 1 X 0 0 3 1 - REHABX-RAY S926 US HIGHWAY 41 STEPHENSON MI 498878808 REHABILITATION SERVICES AND OCCUPATIONAL HEALTH 2 - RETAIL PHARMACY S927 US HIGHWAY 41 STEPHENSON MI 498878809 PHARMACY 3 - AURORA MEDICAL CENTER - BAY AREA 2408 10TH ST MENOMINEE MI 498582004 PATIENT CARE - OUT PATIENT PART I, LINE 7: THE ORGANIZATIONS CALCULATES THE COST TO CHARGE RATIO USING WORKSHEET 2 FROM THE SCHEDULE H INSTRUCTIONS. PART II, COMMUNITY BUILDING ACTIVITIES: AURORA MEDICAL CENTER BAY AREA (AMCBA) (ONE HOSPITAL): FINANCIAL AND IN-KIND SUPPORT FOR MULTIPLE CHAMBERS WITHIN THE COUNTY; SERVE ON BOARDS AND/OR COMMITTEES OF HDS FREE CLINICS, AND LOCAL COMMUNITY NOT FOR PROFIT AGENCIES IN MARINETTE COUNTY, INCLUDING: HEALTHY YOUTH COALITION, BEHAVIORAL HEALTH ALLIANCE, N.E.W. HOPE CONSORTIUM, OVERDOSE FATALITY REVIEW, AND THE MARINETTE COUNTY COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) WORKGROUP. PART III, LINE 2: BAD DEBT IS ALLOCATED BASED ON THE RATIO OF PATIENT CARE COST TO CHARGES. PART III, LINE 4: REPORTED ON PAGE 15 OF THE INDEPENDENT AUDITORS' REPORT. PART III, LINE 8: ALL OF THE SHORTFALL ON LINE 7 SHOULD BE TREATED AS COMMUNITY BENEFIT. THE AMOUNT REPORTED ON LINE 6 UTILIZES THE COST TO CHARGE RATIO OF THE MOST RECENTLY FILED COST REPORTS FOR THIS HOSPITAL. PART III, LINE 9B: SPECIFIC TO THE UNINSURED AND MEDICALLY-INDIGENT PATIENT POPULATIONS, THE ORGANIZATION'S PRACTICE IS TO THOROUGHLY EVALUATE THE PATIENT'S ABILITY TO PAY. PART VI, LINE 2: 1. SINCE 2003, AURORA HEALTH CARE, HAS COLLABORATED WITH LOCAL HEALTH DEPARTMENTS EVERY THREE YEARS TO SURVEY RESIDENTS ON THEIR HEALTH STATUS AND HABITS AND TO: GATHER INFORMATION BASED ON BEHAVIORAL AND LIFESTYLE HABITS, HEALTH CONDITIONS, RISK FACTORS, AND DEMOGRAPHICS; IDENTIFY THEMES, TRENDS, AND DISPARITIES, AND COMPARE TO STATE AND NATIONAL MEASUREMENTS. THESE REPORTS HAVE BEEN PART OF A COMPREHENSIVE SURVEY OF EASTERN WISCONSIN TO IDENTIFY AREAS OF GREATEST NEED AND PRODUCE A REPORT OF FINDINGS THAT IS SHARED WITH EACH COMMUNITY AT-LARGE (SEE HTTPS://WWW.AURORAHEALTHCARE.ORG/ABOUT-AURORA/COMMUNITY-BENEFITS/OUR-RESEARCH/COMMUNITY-HEALTH-DATA#METHODOLOGY). THE FINDINGS OF THE SURVEYS ARE AN INSTRUMENT THROUGH WHICH THE MUNICIPAL HDS ENGAGE COMMUNITY PARTICIPATION TO GENERATE COMMUNITY HEALTH IMPROVEMENT PLANS ALIGNED WITH HEALTHY WISCONSIN 2010, 2020, AND 2030.2. STAKEHOLDER INTERVIEWS AS DESCRIBED IN PART V SECTION B QUESTION 5 AND FOCUS GROUPS.3. AURORA ALSO HAS A CONTRACT WITH METOPIO TO PROVIDE AN INTERNET-BASED DATA RESOURCE FOR THEIR HOSPITALS. THIS ROBUST PLATFORM OFFERS THE HOSPITALS HEALTH, DEMOGRAPHIC, AND HOSPITALIZATION INDICATORS.4. COUNTY HEALTH RANKINGS: A COMPILATION OF DATA USING COUNTY-LEVEL MEASURES FROM A VARIETY OF NATIONAL AND STATE DATA SOURCES5. OTHER LOCAL SURVEYS AND OTHER DATA WHEN AVAILABLE. SOME EXAMPLES INCLUDE WISH (WISCONSIN INTERACTIVE STATISTICS ON HEALTH) QUERY SYSTEM, YRBS DATA, LOCAL COALITION SURVEYS, ETC. PART VI, LINE 3: THE ORGANIZATION'S PATIENT FINANCIAL ADVOCATES MEET WITH EVERY PATIENT OR PATIENT'S FAMILY WHO PRESENTS FOR SERVICES AND HAS NO INSURANCE, WITH THE PURPOSE OF SHARING OPTIONS FOR COVERAGE UNDER FEDERAL, STATE OR LOCAL GOVERNMENT PROGRAMS, AS WELL AS AHC'S INTERNAL PATIENT FINANCIAL ASSISTANCE PROGRAM. THE PATIENT FINANCIAL ADVOCATE WILL ASSIST THE PATIENT AND/OR PATIENT'S FAMILY IN PREPARING THE PAPERWORK TO APPLY FOR ANY GOVERNMENT COVERAGE AND/OR AURORA'S INTERNAL FINANCIAL ASSISTANCE. NOTICES REGARDING THE ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS, OR UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE PROGRAM ARE ALSO POSTED IN THE EMERGENCY ROOMS, ADMISSIONS OFFICES, AND WAITING AREAS. PART VI, LINE 4: A DETAILED DESCRIPTION OF THE COMMUNITY SERVED BY EACH HOSPITAL ORGANIZATION INCLUDED IN THIS GROUP RETURN CAN BE FOUND IN THE 2019, 2020 AND 2021 COMMUNITY HEALTH NEEDS ASSESSMENTS, WHICH CAN BE REVIEWED FOR EACH AURORA HOSPITAL AT WWW.AURORA.ORG/COMMBENEFITS. AMCBA (ONE HOSPITAL, BOTH RURAL AND SUBURBAN). IN 2016-2020, THE MEDIAN AGE IN MARINETTE COUNTY WAS 48.9 YEARS OLD, AND THE MEDIAN AGE IN MENOMINEE COUNTY WAS 49.2 YEARS OLD. IN 2016-2020, 49.7 % OF THE MARINETTE COUNTY POPULATION WAS FEMALE, AND 50.3 % WAS MALE. 49.0 % OF THE MENOMINEE COUNTY POPULATION WAS FEMALE, AND 51.0 % WAS MALE. OUT OF THE TOTAL MARINETTE COUNTY POPULATION, 4.5 % IS UNDER 5 YEARS OLD, 14.4 % OF THE POPULATION IS BETWEEN THE AGES OF 5 AND 17, AND 22.5 % OF THE POPULATION IS BETWEEN THE AGES OF 18 AND 39, 35.0 % OF THE POPULATION IS BETWEEN THE AGES OF 40 AND 64 AND 23.7 % OF THE POPULATION IS 65 YEARS OR OLDER. MARINETTE COUNTY IS 95.1 % NON-HISPANIC WHITE, WHICH IS THE LARGEST RACIAL GROUP FOLLOWED BY HISPANIC OF LATINO POPULATION AT 1.9 %, TWO OR MORE RACES AT 1.4 %, NON-HISPANIC BLACK AT 0.7 %, NATIVE AMERICAN AT 0.5 % AND ASIAN OR PACIFIC ISLANDER AT 0.4 %. MENOMINEE COUNTY IS 92.9 % NON-HISPANIC WHITE, WHICH IS THE LARGEST RACIAL GROUP FOLLOWED BY TWO OR MORE RACES AT 2.3 %, HISPANIC OR LATINO AND NATIVE AMERICAN, BOTH AT 1.9 %, NON-HISPANIC BLACK AT 0.6 % AND ASIAN OR PACIFIC ISLANDER AT 0.4 %. PART VI, LINE 5: AMCBA (ONE HOSPITAL): SUPPORTED THE PHYSICAL EDUCATION PROGRAM FOR MARINETTE, MENOMINEE, PESHTIGO, AND CRIVITZ SCHOOL DISTRICTS AND INVESTED FINANCIAL SUPPORT FOR LOCAL SCHOOL SYSTEMS WITH FUNDING PHYSICAL EDUCATION PART VI, LINE 6: ADVOCATE HEALTH CARE (ILLINOIS) AND AURORA HEALTH CARE (WISCONSIN) MERGED IN 2018 TO BECOME ADVOCATE AURORA HEALTH. ADVOCATE AURORA HEALTH'S ILLINOIS HOSPITALS (ADVOCATE) ARE NOT-FOR-PROFIT AND ARE RELATED TO BOTH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND THE UNITED CHURCH OF CHRIST. THE ADVOCATE HEALTH CARE NETWORK BOARD MEMBERS, LEADERSHIP, AND TEAMMATES (STAFF/EMPLOYEES) ARE COMMITTED TO POSITIVELY AFFECTING THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY THE ORGANIZATION THROUGH PROGRAMS AND PRACTICES THAT SUPPORT THE ADVOCATE AURORA VISION OF "WE HELP PEOPLE LIVE WELL."IN OCTOBER 2019, THE ADVOCATE AURORA BOARD APPROVED A COMMUNITY STRATEGY THAT WOULD SUPPORT ORGANIZATIONAL VALUES AND CONTINUE TO SUPPORT SYSTEM-WIDE PROGRAMS THAT ADDRESS THE HEALTH NEEDS OF PATIENTS, FAMILIES AND THE COMMUNITIES SERVED BY ADVOCATE AURORA. THROUGH THIS STRATEGY, WE WILL BUILD HEALTH EQUITY, ENSURE ACCESS, AND IMPROVE HEALTH OUTCOMES IN OUR COMMUNITIES THROUGH EVIDENCE-INFORMED SERVICES AND INNOVATIVE PARTNERSHIPS BY ADDRESSING MEDICAL NEEDS AND SOCIAL DETERMINANTS. BASED ON NEED AND EFFECT ON HEALTH EQUITY, AS IDENTIFIED IN ADVOCATE AURORA'S HOSPITAL CHNA REPORTS AND IN INDUSTRY LITERATURE, ADVOCATE AURORA PRIORITIZED THE FOLLOWING SIX FOCUS AREAS ON WHICH THE INDIVIDUAL HOSPITAL COMMUNITY HEALTH IMPLEMENTATION PLANS ARE BUILT AND SUPPORT, INCLUDING: 1) ACCESS/PRIMARY MEDICAL HOMES; 2) ACCESS/ BEHAVIORAL HEALTH SERVICES; 3) COMMUNITY SAFETY; 4) WORKFORCE DEVELOPMENT; 5) AFFORDABLE HOUSING; AND 6) FOOD SECURITY. IN 2022, ADVOCATE AURORA HEALTH AND ATRIUM HEALTH MERGED TO CREATE ADVOCATE HEALTH. HEADQUARTERED IN CHARLOTTE, NORTH CAROLINA, ADVOCATE HEALTH HAS A COMBINED FOOTPRINT ACROSS SIX STATES ALABAMA, GEORGIA, ILLINOIS, NORTH CAROLINA, SOUTH CAROLINA AND WISCONSIN.GIVEN THAT AURORA HEALTH CARE, ADVOCATE HEALTH CARE AND ATRIUM HEALTH HAVE SEPARATE FEIN'S, THE NARRATIVE WITHIN THIS DOCUMENT PRIMARILY DESCRIBES PROGRAMS AND ACTIVITIES PERTAINING TO AURORA HEALTH CARE). THE ADVOCATE HEALTH BOARD, ENTERPRISE LEADERSHIP AND TEAMMATES ARE FULLY ENGAGED IN PROGRAMS AND ACTIVITIES THAT SUPPORT SYSTEM AND SITE EFFORTS IN ACHIEVING MILESTONES IN EACH OF THESE COMMUNITY STRATEGY FOCUS AREAS. THIS STRATEGY IS IN IT'S FINAL YEAR OF IMPLEMENTATION.ADDITIONALLY, ADVOCATE AURORA'S INTEGRATED HEALTH CARE ENTERPRISE INCLUDES PHYSICIAN GROUPS AND CLINICS, PHARMACIES, HOME CARE, HOME HOSPICE, AND SOCIAL SERVICES SERVING EASTERN WISCONSIN. AURORA PROVIDES URGENT CARE, FAMILY PRACTICE, AND SPECIALIST SERVICES FOR UNDERSERVED POPULATIONS IN THE HEART OF THE COMMUNITIES IN WHICH OUR HOSPITALS RESIDE, INCLUDING BUT NOT LIMITED TO: AURORA FAMILY SERVICE, INC. (AFS), A 501(C)(3), IS AURORA'S SOCIAL SERVICE ARM THAT APPLIES A FAMILY WELLNESS AND STABILITY MODEL TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH IMPACTING OUR PATIENTS AND COMMUNITIES. A TEAM OF 81 DEDICATED PRACTITIONERS PROVIDE A FULL CONTINUUM OF SERVICES IN THE COMMUNITY TO PROMOTE SELF-SUFFICIENCY THROUGH EVERY STAGE OF LIFE, INTEGRATING HEALTH, MENTAL HEALTH, SOCIAL SERVICES, FAMILY AND MARRIAGE THERAPY, COMPREHENSIVE SERVICES FOR SENIORS, PARENTING EDUCATION, HOME VISITATION, AND A WIDE VARIETY OF FINANCIAL WELLNESS PROGRAMMING. AURORA AT HOME, INC., A 501(C) (3) ENTITY, IS A COMPREHENSIVE SOURCE OF HOME CARE SERVICES IN EASTERN WISCONSIN COMMITTED TO KEEPING PEOPLE INDEPENDENT IN THEIR HOMES. AURORA CONSOLIDATED LABS (ACL) PROVIDES PRO-BONO LABORATORY SERVICES FOR OUR FREE CLINIC PARTNERS. AURORA PHARMACY PROVIDES ESSENTIAL MEDICATIONS TO PATIENTS WHO CAN'T AFFORD THEM. AURORA HEALTH CARE FOUNDATION, INC. (AHCF) PROVIDES GRANT RESEARCH AND GRANT WRITING TO SUPPORT COMMUNITY HEALTH INITIATIVES. AURORA RESEARCH INSTITUTE (ARI) PROVIDED RESEARCH RESULTS PUBLISHED FOR PUBLIC REVIEW AND BENEFIT. FINANCIAL ADVOCATES ARE AVAILABLE TO SUPPORT PATIENTS AT EVERY ADVOCATE AURORA HOSPITAL. 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 PATIENTS IN APPLYING FOR THE FINANCIAL ASSISTANCE PROGRAMS MOST APPROPRIATE FOR THEM INCLUDING ADVOCATE AURORA FINANCIAL ASSISTANCE OR OTHER PUBLICLY AVAILABLE PROGRAMS. ADVOCATE AURORA TEAMMATES (EMPLOYEES) AND PHYSICIANS ARE ENCOURAGED TO DONATE TO, VOLUNTEER AT AND HELP RAISE FUNDS FOR COMMUNITY INITIATIVES. ADVOCATE HEALTH PROMOTES AND SUPPORTS TEAMMATE, PHYSICIAN, AND HOSPITAL PARTICIPATION IN COMPANY-SPONSORED WALKS FOR MULTIPLE HEALTH-RELATED, NOT-FOR-PROFIT ORGANIZATIONS. 0 1 0 0 0 0 0 0 0 DOMINIC NAKIS TREASURER 0 212923 0 2594726 0 3579940 0 121372 0 8980 0 6517941 0 195217 MICHAEL GREBE DIRECTOR, SECRETARY 0 142133 0 1229539 0 2231753 0 96507 0 2547 0 3702479 0 129806 DENNIS POTTS DIRECTOR, VICE PRESIDENT 0 1119985 0 1401526 0 430892 0 153931 0 28429 0 3134763 0 131720 NAN NELSON DIRECTOR, ASSISTANT TREASURER, TREAS 0 757767 0 653280 0 310918 0 122557 0 30211 0 1874733 0 99317 BRAD CLARK ASSISTANT TREASURER 0 991783 0 356324 0 83869 0 109999 0 35796 0 1577771 0 80393 JEFFREY DALEN-BARD PRESIDENT 0 575141 0 571592 0 272397 0 105536 0 36965 0 1561631 0 97990 RACHELLE HART DIRECTOR, ASST SECRETARY, SECRETARY 0 597772 0 374964 0 182744 0 103904 0 26770 0 1286154 0 93460 JAMES DOHENY ASSISTANT TREASURER 0 67302 0 295949 0 700756 0 43643 0 20284 0 1127934 0 78993 EDWARD HARDING HOSPITAL PRESIDENT 462675 0 244276 0 178759 0 66695 0 27430 0 979835 0 63213 0 CARRIE DONOVAN ASSISTANT TREASURER 0 521217 0 216046 0 37381 0 92513 0 34309 0 901466 0 75228 STEVE HUSER ASSISTANT TREASURER 0 103038 0 189940 0 513502 0 48323 0 23333 0 878136 0 69926 MICHAEL KERNS ASSISTANT SECRETARY 0 388253 0 260462 0 101059 0 80710 0 31283 0 861767 0 73386 JAMES SLINKMAN ASSISTANT SECRETARY 0 410751 0 232619 0 69025 0 80370 0 31046 0 823811 0 68915 SUE DWYER ASSISTANT TREASURER 0 419635 0 178800 0 21194 0 82670 0 31081 0 733380 0 0 RACHEL HALVERSON ASSISTANT TREASURER 0 419861 0 57893 0 37 0 32400 0 27158 0 537349 0 0 ROBIN STOEN ASSISTANT TREASURER 0 282597 0 45052 0 -613 0 9829 0 19394 0 356259 0 8152 KATHERINE KETNER ASSISTANT SECRETARY 0 235115 0 81180 0 1076 0 18403 0 11762 0 347536 0 0 MICHAEL VOLANTE ASSISTANT TREASURER 0 220990 0 43015 0 -7238 0 19175 0 28383 0 304325 0 15887 NICOLE SWANSON VICE PRESIDENT & CHIEF NURSING OFFIC 194938 0 38130 0 -8079 0 6992 0 35536 0 267517 0 0 0 JESSICA MOSCHEA DIRECTOR PHARMACY SERVICES 175916 0 25791 0 -6191 0 6051 0 30927 0 232494 0 0 0 ROBIN DEQUAINE MANAGER FACILITIES OPERATION 160143 0 27620 0 -3603 0 28124 0 17346 0 229630 0 0 0 GABRIELLE FINLEY-HAZLE DIRECTOR, VICE PRESIDENT 0 80769 0 100000 0 30193 0 10255 0 3 0 221220 0 0 LINDA SHAVER CLINICAL PHARMACIST I 181707 0 0 0 -1651 0 5543 0 17876 0 203475 0 0 0 PART I, LINE 4B 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: DENNIS POTTS 131,720 MICHAEL GREBE 129,806 NAN NELSON 99,317 RACHELLE HART 93,460 JEFFREY DALEN-BARD 97,990 DOMINIC NAKIS 195,217 CARRIE DONOVAN 75,228 JAMES DOHENY 78,993 MICHAEL KERNS 73,386 MICHAEL VOLANTE 15,887 ROBIN STOEN 8,152 STEVE HUSER 69,926 JAMES SLINKMAN 68,915 BRAD CLARK 80,393 EDWARD HARDING 63,213 FORM 990, PART VI, SECTION A, LINE 6 AURORA MEDICAL CENTER BAY AREA, INC. IS ORGANIZED AS A NON-STOCK, NONPROFIT CORPORATION, WITH A SOLE MEMBER OF AURORA HEALTH CARE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE CEO OF ADVOCATE AURORA HEALTH, INC. MAY APPOINT MEMBERS OF THE GOVERNING BODY OF AURORA MEDICAL CENTER BAY AREA, INC. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY OF AURORA MEDICAL CENTER BAY AREA, INC. ARE SUBJECT TO APPROVAL BY ADVOCATE AURORA HEALTH, INC. FORM 990, PART VI, SECTION B, LINE 11B THE 2021 FORM 990 WAS REVIEWED BY SENIOR LEADERSHIP OF ADVOCATE AURORA HEALTH, INC. A COPY OF THE FINAL RETURN WAS MADE AVAILABLE TO THE ADVOCATE AURORA HEALTH, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ADVOCATE AURORA HEALTH'S COMPLIANCE DEPARTMENT REVIEWS THESE STATEMENTS FOR COMPLIANCE WITH THE ESTABLISHED POLICY. WHEN A CONFLICT IS DISCOVERED, THE GOVERNING BODY DETERMINES IF SUCH CONFLICT WARRANTS A RESTICTION ON THE CAPACITY OF THE BOARD MEMBER OR KEY EMPLOYEE INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, KEY EMPLOYEES (OTHER THAN ADVOCATE AURORA HEALTH'S CEO AND THE CEO'S EXECUTIVE LEADERSHIP TEAM) AND ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION REVIEWED AND APPROVED BY THEIR LEADER WITHIN MARKET-BASED GUIDELINES PRESCRIBED BY THE ORGANIZATION'S HUMAN RESOURCES FUNCTION. THESE MARKET-BASED GUIDELINES ARE ESTABLISHED USING APPLICABLE COMPARABILITY DATA AND SIMILAR COMPENSATION METRICS THAT ARE BASED ON SIMILARLY-QUALIFIED PERSONS IN FUNCTIONALLY-COMPARABLE POSITIONS AT SIMILARLY-SITUATED ORGANIZATIONS. DOCUMENTATION AND RECORDKEEPING FOR THESE DELIBERATIONS AND DECISIONS ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 18 ABBREVIATED FINANCIAL INFORMATION IS AVAILABLE AT A CONSOLIDATED LEVEL ON THE AURORA HEALTH CARE WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION FOR AMCBA ARE ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. ANY SIGNIFICANT CHANGES TO THE BYLAWS ARE ATTACHED TO THE FORM 990 IN THE YEAR THE CHANGE WAS APPROVED. THE FINANCIAL STATEMENTS ARE ALSO ON FILE WITH THE STATE OF WISCONSIN, DEPARTMENT OF FINANCIAL INSTITUTIONS. 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