2023-11-15T23:36:23-06:00 2022-12-31 990 2022-01-01 391528430 AURORA MEDICAL CENTER BAY AREA INC AURO 4142991576 PO BOX 341880 MILWAUKEE WI 532341880 RACHEL HALVERSON SVP CONTROLLER 4142991576 2023-11-15 0 RACHEL HALVERSON 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JEFFREY DALEN-BARD 750 W VIRGINIA STREET MILWAUKEE WI 53204 102966652 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. 12 11 844 45 0 0 104000 -110 109226900 101737724 21180 577621 100688 651417 109452768 102966652 0 600 0 0 39224245 43973867 0 0 0 63004610 72254002 102228855 116228469 7223913 -13261817 215907747 200415474 104857282 98160533 111050465 102254941 X WE ARE YOUR MEDICAL CENTER, STRIVING TO EXCEED YOUR EXPECTATIONS BY PROVIDING COMPASSIONATE, COST-EFFECTIVE, QUALITY HEALTHCARE TO ALL. 0 0 84081317 600 101737724 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. 84081317 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 844 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ADVOCATE AURORA HEALTH INC 4142991576 750 W VIRGINIA ST PO BOX 341880 MILWAUKEE WI 532341880 DENNIS POTTS DIRECTOR, VICE PRESIDENT 1.00 55.00 X X 0 1843481 156628 MICHAEL GREBE DIRECTOR, SECRETARY 1.00 55.00 X X 0 1338491 132454 NAN NELSON DIRECTOR, ASSISTANT TREASURER 1.00 55.00 X X 0 1049258 123675 CARRIE DONOVAN ASSISTANT TREASURER 1.00 55.00 X 0 575844 108096 DOMINIC NAKIS TREASURER 1.00 55.00 X 0 2304330 214335 JAMES DOHENY ASSISTANT TREASURER 1.00 55.00 X 0 664780 103379 JEFFREY DALEN-BARD PRESIDENT 1.00 55.00 X 0 1060635 131195 MICHAEL KERNS ASSISTANT SECRETARY 1.00 55.00 X 0 587048 98816 MICHAEL VOLANTE ASSISTANT TREASURER 1.00 55.00 X 0 264121 18806 RACHELLE HART ASSISTANT SECRETARY 1.00 55.00 X 0 864327 120559 ROBIN STOEN ASSISTANT TREASURER 1.00 55.00 X 0 271057 29570 STEVE HUSER ASSISTANT TREASURER 1.00 55.00 X 0 523937 91064 EDWARD HARDING HOSPITAL PRESIDENT 55.00 0.00 X 700737 0 84468 ALOK ARORA MD PHYSICIAN HOSPITALIST 55.00 0.00 X 581121 194467 62535 MOHAMED EL-JACK MD PHYSICIAN UROLOGY 55.00 0.00 X 570163 32634 40015 KSHAMATA SHALINI MD PHYSICIAN HOSPITALIST 55.00 0.00 X 501803 217786 57920 HAMZA SHAHRAN MD PHYSICIAN HOSPITALIST 55.00 0.00 X 434369 117866 39995 2788193 11910062 1613510 5 0 1 0 VERSITI INC 638 N 18TH ST MILWAUKEE WI 53233 MEDICAL SERVICES 1478696 TRAVEL NURSE ACROSS AMERICA LLC 5020 NORTHSHORE DR STE 2 NORTH LITTLE ROCK AR 72118 STAFFING 1031025 SHARED MEDICAL SERVICES INC 209 LIMESTONE PASS COTTAGE GROVE WI 53527 HEALTHCARE SERVICES 348145 CAREPOINT PC 5600 S QUEBEC ST STE 312A GREENWOOD VILLAGE CO 80111 HEALTHCARE SERVICES 180382 4 -110 -110 PATIENT SVC REVENUE 622110 101737724 101737724 101737724 306582 306582 317294 0 317294 317294 317294 271039 0 271039 271039 271039 CAFETERIA 900099 330723 330723 ALL OTHER REVENUE 900099 3400 3400 334123 102966652 101737724 0 1229038 600 600 35374095 33493793 1880302 1017713 1011206 6507 4910692 5415614 -504922 2671367 2559880 111487 43 43 11442745 11442745 24904 24904 640920 613398 27522 25946 25882 64 3064766 3064347 419 130279 126665 3614 52509 55143 -2634 2664664 2664664 2900884 838512 2062372 6395146 3341286 3053860 448374 50 448324 MEDICAL SUPPLIES 19870654 8917869 10952785 OTHER 10689980 10689980 INTERCOMPANY 5016122 5016122 0 BAD DEBT 4875692 4875692 0 4010374 4010374 116228469 84081317 32147152 0 58201981 1678290 38618393 17988640 15606612 2269116 2662528 37566 37566 154558490 26906781 133000834 127651709 405024 385024 4004586 13775352 215907747 200415474 19966106 21269148 7738 41563 76890000 74425000 7993438 2424822 104857282 98160533 X 110982013 102186489 68452 68452 111050465 102254941 215907747 200415474 X -13261817 4773122 -306830 X 0 0 0 X 8694366 8694366 117521649 10737289 106784360 2626364 2307788 318576 25433558 13731997 11701561 282553 129707 152846 127651709 DUE FROM THIRD PARTY PAYORS 284289 INTERCOMPANY ASSETS - CURRENT 11171711 OPERATING LEASE RIGHT OF USE ASSETS 2087157 INTERNALLY DESIGNATED FOR SELF INSURANCE PROGRAMS 232195 13775352 LEASE LIABILITY CURR OPERATING 290330 BAMC FAIR VALUE OF SWAP 121580 LEASE LIABILITY LT OPERATING 2012912 2424822 1 1 X 1 X 250.000000000000 0 1 1 0 1 1 772058 0 772058 0.00690 17648508 7445749 10202759 0.09140 8643791 7395841 1247950 0.01120 27064357 14841590 12222767 0.10950 1 12 414994 0 414994 0.00370 163800 0 163800 0.00150 840048 0 840048 0.00750 6750 0 6750 0.00010 1 12 1425592 1425592 0.01280 1 12 28489949 14841590 13648359 0.12230 1112396 0 18270493 27901687 -9631194 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 AURORA MEDICAL CENTER BAY AREA, INC PART V, SECTION B, LINE 5: AMONG OUR KEY INFORMANT INTERVIEWS FOR EACH COUNTY WHERE AN AURORA HOSPITAL IS LOCATED WERE THE HEALTH OFFICERS FOR LOCAL HDS, LEADERS OF ACADEMIC CENTERS, HEALTH COALITIONS, FOUNDATIONS AND COMMUNITY ORGANIZATIONS FOCUSED ON A RANGE OF PUBLIC HEALTH ISSUES AND HEALTH DISPARITIES. EACH AURORA HOSPITAL CONDUCTED KEY INFORMANT INTERVIEWS IN THEIR MOST RECENT CHNA. KEY INFORMANTS WERE ASKED TO RANK ORDER THE TOP 3 TO 5 MAJOR HEALTH-RELATED ISSUES FOR THEIR COUNTY, BASED ON THE FOCUS AREAS OUTLINED IN THE STATE HEALTH PLAN. FOR EACH TOP-RANKED HEALTH TOPIC, THE INFORMANT WAS ASKED TO SPECIFY EXISTING STRATEGIES TO ADDRESS THE ISSUE, BARRIERS, OR CHALLENGES TO ADDRESSING THE ISSUE, ADDITIONAL STRATEGIES NEEDED, AND KEY GROUPS THAT HOSPITALS SHOULD COLLABORATE WITH TO IMPROVE COMMUNITY HEALTH.MOST HOSPITALS ALSO COMPLETED COMMUNITY HEALTH SURVEYS, A COMPREHENSIVE PHONE-BASED SURVEY THAT GATHERS SPECIFIC DATA ON BEHAVIORAL AND LIFESTYLE HABITS OF THE ADULT POPULATION AND SELECT INFORMATION ABOUT CHILD HEALTH. IN ADDITION, THIS REPORT COLLECTS DATA ON THE PREVALENCE OF RISK FACTORS AND DISEASE CONDITIONS EXISTING WITHIN THE ADULT POPULATION AND COMPARES, WHERE APPROPRIATE AND AVAILABLE, HEALTH DATA OF RESIDENTS TO STATE AND NATIONAL MEASURES. CONDUCTED EVERY THREE YEARS, THE SURVEY CAN BE USED TO IDENTIFY COMMUNITY TRENDS AND CHANGES OVER TIME. NEW QUESTIONS HAVE BEEN ADDED AT DIFFERENT POINTS IN TIME. JKV RESEARCH, LLC ANALYZED THE DATA AND PREPARED THE FINAL REPORT INCLUDED WITHIN EACH HOSPITAL CHNA REPORT WHERE RELEVANT.LASTLY, AURORA HEALTH CARE INVITES THE COMMUNITY TO PROVIDE WRITTEN COMMENTS ON ITS CURRENT CHNA REPORTS AND IMPLEMENTATION STRATEGIES VIA A ONE-CLICK PORTAL ON ITS WEBSITE AT WWW.AURORA.ORG/COMMBENEFITS. AURORA MEDICAL CENTER BAY AREA, INC PART V, SECTION B, LINE 6B: AMCBA WITH MARINETTE CO. HEALTH AND HUMAN SERVICES AND THE DELTA & MENOMINEE CO. HD. AURORA MEDICAL CENTER BAY AREA, INC PART V, SECTION B, LINE 7D: REFERENCED IN NEWS RELEASES AND ANNUAL COMMUNITY BENEFIT REPORTS. AURORA MEDICAL CENTER BAY AREA, INC PART V, SECTION B, LINE 11: AURORA HOSPITAL FACILITY LEADERS PRIORITIZE SIGNIFICANT NEEDS BASED ON THE FOLLOWING CRITERIA: BURDEN OF THE HEALTH ISSUE ON INDIVIDUALS, FAMILIES, HOSPITALS AND/OR HEALTH CARE SYSTEMS (E.G., ILLNESS, COMPLICATIONS, COST, DEATH) SCOPE OF THE HEALTH ISSUE WITHIN THE COMMUNITY AND THE HEALTH IMPLICATIONS HEALTH INEQUITIES LINKED WITH THE HEALTH ISSUE HEALTH PRIORITIES IDENTIFIED IN THE MUNICIPAL HEALTH DEPARTMENT COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) ALIGNMENT WITH THE COMMUNITY STRATEGY QUANTIFYING HEALTH ISSUES BASED ON THE HANLON METHOD FOR PRIORITIZING HEALTH PROBLEMSUSING THESE CRITERIA, EACH HOSPITAL PRIORITIZED AMONG ALL NEEDS IDENTIFIED IN THE CHNA REPORT WITHIN THREE FOCUS AREAS: 1) ACCESS, 2) BEHAVIORAL HEALTH, AND 3) SOCIAL DRIVERS OF HEALTH OR OTHER HEALTH NEEDS UNIQUE TO THE HOSPITAL'S DEFINED COMMUNITY AND SERVICE OFFERINGS. DETAILED EXPLANATIONS OF IDENTIFIED COMMUNITY NEEDS CAN BE FOUND IN EACH HOSPITAL'S CHNA REPORT POSTED AT WWW.AURORA.ORG/COMMBENEFITS. THERE ARE GENERAL REASONS FOR OUR HOSPITALS NOT TO ADDRESS A NEED THAT HAS BEEN IDENTIFIED. THESE REASONS INCLUDE:1. OTHER ORGANIZATIONS IN THE COMMUNITY ARE ADDRESSING THE NEED WITH STRONG PROGRAMMING AND AURORA HEALTH CARE CREATING A NEW PROGRAM OR SERVICE WOULD DUPLICATE SERVICES WITH LITTLE ADDITIONAL BENEFIT TO THE COMMUNITY2. THE NEEDS ARE BEING ADDRESSED AS PART OF AURORA'S CONTINUUM OF CARE, SUCH AS CHRONIC DISEASE, AND WE BELIEVE THE NEED WILL BE ADDRESSED THROUGH OUR HEAVY FOCUS ON ADDRESSING ACCESS BARRIERS3. RESOURCE CONSTRAINTS4. A LACK OF IDENTIFIED EFFECTIVE INTERVENTIONS ARE AVAILABLE TO ADDRESS THE NEED IN AN IMPACTFUL WAY AURORA MEDICAL CENTER BAY AREA, INC PART V, SECTION B, LINE 16J: A FINANCIAL BROCHURE IS OFFERED TO PATIENTS UPON REGISTRATION AND IS AVAILABLE ONLINE AT HTTPS://WWW.BAMC.ORG/MEDIA/1013/FINANCAIL_BROCHURE.PDF. BILLING STATEMENTS REFERENCE THE FAP POLICY AND INSTRUCTIONS ON WHO TO CONTACT TO RECEIVE FINANCIAL ASSISTANCE INFORMATION BUT DO NOT INCLUDE THE DETAILED POLICY.SECTION B, LINE 16E:THE ORGANIZATION DOES NOT HAVE ANY LEP POPULATIONS IN THEIR IDENTIFIED SERVICES AREA, AND THUS ONLY HAVE MATERIALS IN ENGLISH, THE PRIMARY LANGUAGE SPOKEN. 3 1 - AURORA MEDICAL CENTER - BAY AREA 2408 10TH ST MENOMINEE WI 498582004 PATIENT CARE - OUT PATIENT 2 - REHABX-RAY S926 US HIGHWAY 41 STEPHENSON WI 498878808 REHABILITATION SERVICES AND OCCUPATIONAL HEALTH 3 - RETAIL PHARMACY S927 US HIGHWAY 41 STEPHENSON WI 498878809 PHARMACY PART I, LINE 7: THE ORGANIZATIONS CALCULATES THE COST TO CHARGE RATIO USING WORKSHEET 2 FROM THE SCHEDULE H INSTRUCTIONS. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 4,875,692. 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 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: AMCBA (ONE HOSPITAL): FINANCIAL AND IN-KIND SUPPORT FOR LOCAL CHAMBERS WITHIN THE COUNTY; SERVE ON BOARDS AND/OR COMMITTEES OF HDS FREE CLINICS, AND LOCAL COMMUNITY NOT FOR PROFIT AGENCIES IN BROWN COUNTY, INCLUDING: SERVE ON BOARDS AND/OR COMMITTEES OF HDS FREE CLINICS, AND LOCAL COMMUNITY NOT FOR PROFIT AGENCIES IN BROWN COUNTY SUCH AS FAMILY SERVICE OF NE WI; BROWN CO. ALCOHOL AND DRUG TASK FORCE; GREEN BAY YMCA; BROWN CO. HD AND UNITED WAY; WELLO. ADVANCE HEALTH PROFESSIONS EDUCATION AS A TRAINING SITE FOR WISCONSIN ACADEMY OF RURAL MEDICINE (WARM). 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 TEAM MEMBERS (STAFF/EMPLOYEES) ARE COMMITTED TO POSITIVELY AFFECTING THE HEALTH STATUS AND QUALITY OF LIFE OF INDIVIDUALS AND POPULATIONS IN COMMUNITIES SERVED BY THE ORGANIZATION THROUGH PROGRAMS AND PRACTICES THAT SUPPORT THE ADVOCATE AURORA VISION OF "WE HELP PEOPLE LIVE WELL."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. GIVEN THAT ADVOCATE AND AURORA HAVE SEPARATE FEIN'S, THE NARRATIVE WITHIN THIS DOCUMENT PRIMARILY DESCRIBES PROGRAMS AND ACTIVITIES PERTAINING TO AURORA (AAH WISCONSIN). THE ADVOCATE AURORA HEALTH BOARD AND THE AURORA COMMUNITY BOARD, SYSTEM LEADERSHIP AND TEAM MEMBERS ARE FULLY ENGAGED IN PROGRAMS AND ACTIVITIES THAT SUPPORT SYSTEM AND SITE EFFORTS IN ACHIEVING MILESTONES IN EACH OF THESE COMMUNITY STRATEGY FOCUS AREAS.ADDITIONALLY, ADVOCATE AURORA'S INTEGRATED HEALTH CARE SYSTEM 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 TEAM MEMBERS (EMPLOYEES) AND PHYSICIANS ARE ENCOURAGED TO DONATE TO, VOLUNTEER AT AND HELP RAISE FUNDS FOR COMMUNITY INITIATIVES. AAH PROMOTES AND SUPPORTS TEAM MEMBER, 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 903852 0 1221060 0 179418 0 195217 0 19118 0 2518665 0 204758 DENNIS POTTS DIRECTOR, VICE PRESIDENT 0 965561 0 745299 0 132621 0 131720 0 24908 0 2000109 0 0 MICHAEL GREBE DIRECTOR, SECRETARY 0 601938 0 635238 0 101315 0 129806 0 2648 0 1470945 0 0 JEFFREY DALEN-BARD PRESIDENT 0 643528 0 358214 0 58893 0 97990 0 33205 0 1191830 0 0 NAN NELSON DIRECTOR, ASSISTANT TREASURER 0 633041 0 343233 0 72984 0 99317 0 24358 0 1172933 0 0 RACHELLE HART ASSISTANT SECRETARY 0 564637 0 241805 0 57885 0 93460 0 27099 0 984886 0 0 ALOK ARORA MD PHYSICIAN HOSPITALIST 486184 193297 69500 0 25437 1170 0 29650 0 32885 581121 257002 0 0 EDWARD HARDING HOSPITAL PRESIDENT 461560 0 193819 0 45358 0 63213 0 21255 0 785205 0 0 0 KSHAMATA SHALINI MD PHYSICIAN HOSPITALIST 484597 161116 19500 57500 -2294 -830 0 29650 0 28270 501803 275706 0 0 JAMES DOHENY ASSISTANT TREASURER 0 430058 0 189033 0 45689 0 78993 0 24386 0 768159 0 82473 MICHAEL KERNS ASSISTANT SECRETARY 0 379886 0 165167 0 41995 0 73386 0 25430 0 685864 0 75911 CARRIE DONOVAN ASSISTANT TREASURER 0 398775 0 147392 0 29677 0 75228 0 32868 0 683940 0 0 MOHAMED EL-JACK MD PHYSICIAN UROLOGY 550316 33379 27000 0 -7153 -745 0 9150 0 30865 570163 72649 0 0 STEVE HUSER ASSISTANT TREASURER 0 350319 0 136123 0 37495 0 69926 0 21138 0 615001 0 0 HAMZA SHAHRAN MD PHYSICIAN HOSPITALIST 370431 120621 69500 0 -5562 -2755 0 9150 0 30845 434369 157861 0 0 ROBIN STOEN ASSISTANT TREASURER 0 222236 0 49513 0 -692 0 8152 0 21418 0 300627 0 0 MICHAEL VOLANTE ASSISTANT TREASURER 0 212211 0 49794 0 2116 0 15887 0 2919 0 282927 0 12679 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 2021 AS FOLLOWS: DOMINIC NAKIS - $186, 174 MICHAEL LAPPIN - $153,120 DENNIS POTTS - $134,794 MICHAEL GREBE - $114,882 JEFF DALEN-BARD - $77,864 STEVE HUSER - $47,354 NAN NELSON - $74,289 SHELLY HART - $73,931 LESLIE LENZO - $83,830 JAMES DOHENY - $58,657 MICHAEL KERNS - $51,345 JAMES SLINKMAN - $46,246 EDWARD HARDING - $60,485 THE FOLLOWING EMPLOYEE RECEIVED A SEVERANCE PAYMENT DURING 2021 THAT HAS BEEN PROPERLY REPORTED ON SCHEDULE J, PART II: MICHAEL LAPPIN 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. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS -306,830. 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