AURORA HEALTH CARE FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AURORA HEALTH CARE FOUNDATION INC (EIN 39-6044569)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349304797
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:23:59-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396044569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 4142991576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia Street PO Box 341880 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532341880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail L Hanson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4142991576 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.177.95.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 10:34:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 585559168EE3CC308CEFE527ACD4496EE8B16756 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 585559168EE3CC308CEFE527ACD4496EE8B16756 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gail L Hanson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia Street PO Box 341880 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532341880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,772,698 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aurorahealthcare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | The Foundation coordinates investments of philanthropic funds in the support of the programs and services of the affiliated organizations of Aurora Health Care, Inc. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 460 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,071,052 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,475,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,322,544 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,756,279 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$701,483 | PYOtherRevenueAmt |
| CY Other Revenue | -$722,886 | CYOtherRevenueAmt |
| PY Total Revenue | $18,692,113 | PYTotalRevenueAmt |
| CY Total Revenue | $17,509,208 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,695,835 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,810,267 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $575,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $958,790 | PYOtherExpensesAmt |
| CY Other Expenses | $1,346,752 | CYOtherExpensesAmt |
| PY Total Expenses | $15,654,625 | PYTotalExpensesAmt |
| CY Total Expenses | $19,157,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,037,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,647,811 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $216,341,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,411,415 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,868,688 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,959,921 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $204,472,362 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $219,451,494 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation coordinates investments of philanthropic funds in the support of the programs and services of the affiliated organizations of Aurora Health Care, Inc. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,810,267 | ExpenseAmt |
| Grant | $17,810,267 | GrantAmt |
| Revenue | $17,509,208 | RevenueAmt |
| Desc | The Foundation coordinates investments of philanthropic funds in support of programs and services of the affiliated organizations of Aurora Health Care, Inc. See attached detail for Schedule A, Part 1, Line 11h regarding supported organizations. | Desc |
| Total Program Service Expenses | $17,810,267 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142991576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virigina St PO Box 341880 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532341880 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Gerard Colman | |||||||
| Director | 1.00 | 55.00 | Yes (X) | $0 | $1,385,381 | $158,202 | |
| Cristy Garcia-Thomas | |||||||
| President, Director | 1.00 | 55.00 | Yes (X) | $0 | $613,665 | $88,051 | Yes (X) |
| Gail Hanson | |||||||
| Chair, Treasurer, Director | 1.00 | 55.00 | Yes (X) | $0 | $1,363,605 | $141,903 | Yes (X) |
| Rachelle Hart | |||||||
| Assistant Secretary, Director | 1.00 | 55.00 | Yes (X) | $0 | $640,757 | $37,937 | Yes (X) |
| MaryBeth Kingston | |||||||
| Director | 1.00 | 55.00 | Yes (X) | $0 | $706,977 | $95,533 | |
| Dennis Potts | |||||||
| Director | 1.00 | 55.00 | Yes (X) | $0 | $1,076,537 | $127,664 | |
| Jeffrey Dalen-Bard | |||||||
| Director | 1.00 | 55.00 | Yes (X) | $0 | $688,071 | $100,217 | |
| Carrie Killoran | |||||||
| Director | 1.00 | 55.00 | Yes (X) | $0 | $621,968 | $66,428 | |
| Michael Lappin | |||||||
| Secretary | 1.00 | 55.00 | $0 | $1,190,788 | $132,037 | Yes (X) | |
| Thomas Ewing | |||||||
| Assistant Treasurer | 1.00 | 55.00 | $0 | $444,732 | $35,985 | Yes (X) | |
| Nan Nelson | |||||||
| Assistant Treasurer | 1.00 | 55.00 | $0 | $540,477 | $61,113 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,272,958 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,045,070 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Dynamic Events Inc | |||||
| 207 East Buffalo Suite 515 | Milwaukee | WI | 53202 | Event planning | $305,515 |
| Levy R & H Limited | |||||
| 500 W Canal Street | Milwaukee | WI | 53203 | Catering, venue | $146,664 |
| Poblocki Paving Corporation | |||||
| PO Box 13456 | Wauwatosa | WI | 53213 | Snow removal, landscaping | $115,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,333,515 | FundraisingAmt |
| All Other Contributions | $7,142,300 | AllOtherContributionsAmt |
| Noncash Contributions | $519,563 | NoncashContributionsAmt |
| Total Contributions | $9,475,815 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,800,082 | TotalRevenueColumnAmt |
| Exclusion | $5,800,082 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $543,915 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $643,974 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$100,059 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$100,059 | TotalRevenueColumnAmt |
| Exclusion | -$100,059 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,686,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,729,803 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,956,197 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,956,197 | TotalRevenueColumnAmt |
| Exclusion | $2,956,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $204,290 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,333,515 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $878,713 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$674,423 | TotalRevenueColumnAmt |
| Exclusion | -$674,423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $62,596 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $11,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,596 | TotalRevenueColumnAmt |
| Exclusion | $51,596 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,509,208 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,033,393 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,810,267 | TotalAmt |
| Program Services | $17,810,267 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,929 | TotalAmt |
| Management And General | $724,929 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511 | TotalAmt |
| Fundraising | $1,511 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,430 | TotalAmt |
| Management And General | $46,430 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,882 | TotalAmt |
| Fundraising | $573,882 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,157,019 | TotalAmt |
| Program Services | $17,810,267 | ProgramServicesAmt |
| Management And General | $771,359 | ManagementAndGeneralAmt |
| Fundraising | $575,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,258 | BOYAmt |
| EOY | $601,864 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,641 | BOYAmt |
| EOY | $948,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,137,409 | BOYAmt |
| EOY | $3,151,886 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,448 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,855 | BOYAmt |
| EOY | $101,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,349,111 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,585,431 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850,761 | BOYAmt |
| EOY | $1,763,680 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,141,379 | BOYAmt |
| EOY | $215,317,626 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,502,403 | BOYAmt |
| EOY | $2,526,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,896 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,341,050 | BOYAmt |
| EOY | $224,411,415 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,838 | BOYAmt |
| EOY | $344,540 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,325 | BOYAmt |
| EOY | $424,197 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,391,525 | BOYAmt |
| EOY | $4,191,184 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,868,688 | BOYAmt |
| EOY | $4,959,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,093,495 | BOYAmt |
| EOY | $163,101,336 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,992,049 | BOYAmt |
| EOY | $37,606,101 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,386,818 | BOYAmt |
| EOY | $18,744,057 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,472,362 | BOYAmt |
| EOY | $219,451,494 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,341,050 | BOYAmt |
| EOY | $224,411,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,647,811 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,920,176 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,706,767 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,987,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,702,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,504,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,071,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,475,815 | CurrentTaxYearAmt |
| Total | $36,741,729 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,987,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,702,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,504,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,071,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,475,815 | CurrentTaxYearAmt |
| Total | $36,741,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $36,741,729 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,855,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,074,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,115,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,843,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,343,997 | CurrentTaxYearAmt |
| Total | $34,232,678 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $866,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $716,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,657,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,886 | CurrentTaxYearAmt |
| Total | $3,790,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,764,838 | TotalSupportAmt |
| Public Support CY170 | 0.49140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 10, Explanation for other income | FormAndLineReferenceDesc |
| Explanation | Fundraising event income: 2012 Amount: $282,539 2013 Amount: $866,409 2014 Amount: $716,976 2015 Amount: $1,657,621 2016 Amount: $266,886 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,353,809 | BeginningYearBalanceAmt |
| Contributions | $646,621 | ContributionsAmt |
| Investment Earnings Or Losses | $778,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,826,053 | OtherExpendituresAmt |
| End Year Balance | $27,952,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,677,717 | BeginningYearBalanceAmt |
| Contributions | $10,827 | ContributionsAmt |
| Investment Earnings Or Losses | $807,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,142,685 | OtherExpendituresAmt |
| End Year Balance | $28,353,809 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,497,973 | BeginningYearBalanceAmt |
| Contributions | $21,338 | ContributionsAmt |
| Investment Earnings Or Losses | $1,761,009 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $602,603 | OtherExpendituresAmt |
| End Year Balance | $28,677,717 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,458,238 | BeginningYearBalanceAmt |
| Contributions | $28,054 | ContributionsAmt |
| Investment Earnings Or Losses | $5,397,334 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,385,653 | OtherExpendituresAmt |
| End Year Balance | $27,497,973 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,515,242 | BeginningYearBalanceAmt |
| Contributions | $96,566 | ContributionsAmt |
| Investment Earnings Or Losses | $8,685,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,839,477 | OtherExpendituresAmt |
| End Year Balance | $73,458,238 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $589,531 | InvestmentCostOrOtherBasisAmt |
| Book Value | $589,531 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,594,052 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,475,472 | DepreciationAmt |
| Book Value | $1,118,580 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $133,530 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $80,637 | DepreciationAmt |
| Book Value | $52,893 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $31,998 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $29,322 | DepreciationAmt |
| Book Value | $2,676 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,763,680 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred support under split agreements | $743,644 |
| Due to affiliates | $3,080,767 |
| Pending investments purchase payable | $366,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,191,184 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended uses of the organization's endowment funds are to provide a predictable stream of funding to support programs and services offered by Aurora Health Care, Inc. and affiliates. |
| Part X, Line 2: | There have been no uncertain tax positions reported in 2016 under FIN 48 (ASC740). |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Aurora Signature Gala | Event1Nm |
| Gross Receipts Event1 | $766,661 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $694,661 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $190,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $146,756 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $32,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $109,665 | OtherDirectExpensesEvent1Amt |
| Event2 | ALMC Benefit Ball | Event2Nm |
| Gross Receipts Event2 | $162,347 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $150,348 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,999 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,971 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,538 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $25,527 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 14 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,608,797 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,488,506 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $120,291 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,072 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,710 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $103,558 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,715 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $209,151 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,537,805 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,333,515 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $204,290 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,072 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $227,181 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $264,852 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $40,265 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $344,343 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $878,713 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$674,423 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $62,596 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $11,000 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $62,596 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $11,000 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $11,000 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $51,596 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Foundation Inc | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532341880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Aurora Health Care Metro Inc | ||||||||
| 2900 W Oklahoma Ave | Milwaukee | WI | 53234 | 390806181 | 501(c)(3) | $6,086,657 | Fair market value | Support programs |
| West Allis Memorial Hospital Inc | ||||||||
| 8901 W Lincoln Ave | West Allis | WI | 53227 | 391022464 | 501(c)(3) | $249,195 | Fair market value | Support programs |
| Aurora Family Service Inc | ||||||||
| 3200 W Highland Blvd | Milwaukee | WI | 53208 | 390806174 | 501(c)(3) | $929,127 | Fair market value | Support programs |
| Visiting Nurse Association of Wisconsin Inc | ||||||||
| 11333 W National Ave | Milwaukee | WI | 53227 | 390806180 | 501(c)(3) | $2,106,522 | Fair market value | Support programs |
| Aurora Psychiatric Hosptial Inc | ||||||||
| 1220 Dewey Ave | Milwaukee | WI | 53213 | 390872182 | 501(c)(3) | $206,699 | Fair market value | Support programs |
| Aurora Health Care Southern Lakes Inc | ||||||||
| 10400 75th Street | Kenosha | WI | 53142 | 390806347 | 501(c)(3) | $2,305,937 | Fair market value | Support programs |
| Kradwell School Inc | ||||||||
| 1220 Dewey Ave | Milwaukee | WI | 53213 | 261516765 | 501(c)(3) | $45,210 | Fair market value | Support programs |
| Aurora Medical Center Grafton LLC | ||||||||
| 975 Port Washington Rd | Grafton | WI | 530249201 | 272953799 | 501(c)(3) | $55,441 | Fair market value | Support programs |
| Aurora Health Care Inc | ||||||||
| 750 W Virginia St | Milwaukee | WI | 53204 | 391442285 | 501(c)(3) | $877,110 | Fair market value | Support programs |
| Aurora Health Care Central Inc | ||||||||
| PO Box 341880 | Milwaukee | WI | 53234 | 390930748 | 501(c)(3) | $345,933 | Fair market value | Support programs |
| Aurora Medical Group Inc | ||||||||
| PO Box 341880 | Milwaukee | WI | 53234 | 391678306 | 501(c)(3) | $827,444 | Fair market value | Support programs |
| Aurora UW Academic Medical Group | ||||||||
| PO Box 341880 | Milwaukee | WI | 53234 | 391136738 | 501(c)(3) | $184,507 | Fair market value | Support programs |
| Aurora Research Institute LLC | ||||||||
| 960 N 12th Street Suite 411 | Milwaukee | WI | 53234 | 464361213 | 501(c)(3) | $3,445,590 | Fair market value | Support programs |
| Aurora Health Care North Inc | ||||||||
| 5000 Memorial Dr | Two Rivers | WI | 54241 | 391211629 | 501(c)(3) | $144,424 | Fair market value | Support programs |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization's procedure for monitoring the use of grant funds in the United States is through the use of a review process that requires approval from Aurora Health Care Foundation, Inc. and Aurora Health Care leadership and a compliance officer prior to the disbursement of grant funds. Grant disbursement detail is also provided to the Board for review. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gerard Colman | ||||||||||||||
| Director | $0 | $801,074 | $0 | $580,057 | $0 | $4,250 | $0 | $140,140 | $0 | $18,062 | $0 | $1,543,583 | $0 | $121,006 |
| Cristy Garcia-Thomas | ||||||||||||||
| President, Director | $0 | $341,675 | $0 | $249,979 | $0 | $22,011 | $0 | $69,989 | $0 | $18,062 | $0 | $701,716 | $0 | $48,662 |
| Gail Hanson | ||||||||||||||
| Chair, Treasurer, Director | $0 | $671,950 | $0 | $582,826 | $0 | $108,829 | $0 | $129,884 | $0 | $12,019 | $0 | $1,505,508 | $0 | $98,404 |
| Rachelle Hart | ||||||||||||||
| Assistant Secretary, Director | $0 | $434,448 | $0 | $155,574 | $0 | $50,735 | $0 | $19,875 | $0 | $18,062 | $0 | $678,694 | $0 | $0 |
| MaryBeth Kingston | ||||||||||||||
| Director | $0 | $406,738 | $0 | $292,315 | $0 | $7,924 | $0 | $83,514 | $0 | $12,019 | $0 | $802,510 | $0 | $59,123 |
| Dennis Potts | ||||||||||||||
| Director | $0 | $590,842 | $0 | $411,677 | $0 | $74,018 | $0 | $115,645 | $0 | $12,019 | $0 | $1,204,201 | $0 | $87,082 |
| Jeffrey Dalen-Bard | ||||||||||||||
| Director | $0 | $445,948 | $0 | $196,987 | $0 | $45,136 | $0 | $82,155 | $0 | $18,062 | $0 | $788,288 | $0 | $33,048 |
| Carrie Killoran | ||||||||||||||
| Director | $0 | $453,116 | $0 | $167,814 | $0 | $1,038 | $0 | $66,428 | $0 | $0 | $0 | $688,396 | $0 | $0 |
| Michael Lappin | ||||||||||||||
| Secretary | $0 | $641,362 | $0 | $544,724 | $0 | $4,702 | $0 | $113,975 | $0 | $18,062 | $0 | $1,322,825 | $0 | $93,098 |
| Thomas Ewing | ||||||||||||||
| Assistant Treasurer | $0 | $296,958 | $0 | $109,790 | $0 | $37,984 | $0 | $30,475 | $0 | $5,510 | $0 | $480,717 | $0 | $0 |
| Nan Nelson | ||||||||||||||
| Assistant Treasurer | $0 | $403,302 | $0 | $133,509 | $0 | $3,666 | $0 | $60,089 | $0 | $1,024 | $0 | $601,590 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Health or social club dues are for business club memberships, which are strictly related for business use only, per company policy. |
| Part I, Line 4b | Aurora Health Care, Inc. established the Aurora Health Care, Inc. 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 2016 as follows: Gerard Colman - $121,006 Cristy Garcia-Thomas - $48,662 Gail Hanson - $98,404 Mary Beth Kingson - $59,123 Dennis Potts - $87,082 Michael Lappin - $93,098 |
| Part I, Line 7 | Written incentive compensation plan for certain management levels are awarded based on the organization's annual patient experience, care management, and finanical performance results. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,000 | NoncashContributionsRptF990Amt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $16,672 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction Items | 1049 | $212,460 | Fair market value |
| Yes (X) | Event Support | 125 | $124,586 | Fair market value |
| Yes (X) | Programs | 95 | $118,023 | Fair market value |
| Yes (X) | Raffle Items | 71 | $12,822 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | Effective December 1, 2016, Aurora Health Foundation, Inc. (AHF) and Aurora Health Care Foundation, Inc. (AHCF) merged into a single non-stock corporation. AHCF shall be the surviving non-stock corporation and is referred to as the Surviving Entity. |
| Form 990, Part VI, Section A, line 6 | Aurora Health Care Foundation, Inc. (AHCF) is organized as a non-stock nonprofit corporation with a sole corporate member of Aurora Health Care, Inc. (AHC). |
| Form 990, Part VI, Section A, line 7a | The CEO of Aurora Health Care may appoint members of the governing body of AHCF. |
| Form 990, Part VI, Section A, line 7b | Certain decisions of the governing body of AHCF are subject to approval by Aurora Health Care, Inc. |
| Form 990, Part VI, Section B, line 11b | The 2016 Form 990 was reviewed by senior management of Aurora Health Care, Inc. (AHC). A copy of the final return was made available to the AHC Board of Directors. The governing body of Aurora Health Care Foundation, Inc. has approved review of the 990 by the AHC Board of Directors, as AHC has financial oversight over the operations of Aurora Health Care Foundation. |
| 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. AHC Leadership reviews these Statements for compliance with the established policy. When a conflict is discovered, the governing body determines if such conflict warrants a restriction on the capacity of the board member or key employee involved. |
| Form 990, Part VI, Section C, line 19 | The Articles of Incorporation of AHCF are on file with the State of Wisconsin, Department of Financial Institutions. Any significant changes made to the bylaws are attached to the Form 990 in the year the change was approved. The financial statements are on file with the State of Wisconsin, Department of Financial Institutions. Abbreviated financial information is available, at a consolidated level, on the AHC website. |
| Form 990, Part XI, line 9: | Transfer from affiliates 471,394. Change in split interest agreements 18,625. Transfer of net assets from merged Aurora Health Foundation 9,216,748. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aurora Health Care Inc | |||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391442285 | Support Services | WI | 501(c)(3) | Line 12c, III-FI | N/A | 0 | |
| AMG Illinois Ltd | |||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 264041287 | Physician Services | IL | 501(c)(3) | Line 3 | Yes (1) | Aurora Medical Group Inc | |
| Kradwell School Inc | |||||||||||
| 1220 Dewey Avenue | Wauwatosa | WI | 53213 | 261516765 | School | WI | 501(c)(3) | Line 2 | Yes (1) | Aurora Psychiatric Hospital Inc | |
| Aurora Family Service Inc | |||||||||||
| 3200 Highland Boulevard | Milwaukee | WI | 53233 | 390806174 | Social Services | WI | 501(c)(3) | Line 10 | Yes (1) | Aurora Health Care Inc | |
| Aurora Medical Group | |||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391678306 | Physician Services | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Inc | |
| Aurora Health Care Metro Inc | |||||||||||
| 2900 West Oklahoma Avenue | Milwaukee | WI | 53215 | 390806181 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Inc | |
| Aurora Health Care Central Inc | |||||||||||
| 2636 Eastern Avenue | Plymouth | WI | 53073 | 390930748 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Metro Inc | |
| Aurora Psychiatric Hospital Inc | |||||||||||
| 1220 Dewey Avenue | Wauwatosa | WI | 53213 | 390872192 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Metro Inc | |
| Aurora Health Care Southern Lakes Inc | |||||||||||
| 252 McHenry Street | Burlington | WI | 53105 | 390806347 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Inc | |
| Aurora Medical Center of Oshkosh Inc | |||||||||||
| 855 North Westhaven Drive | Oshkosh | WI | 54904 | 391027676 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care North Inc | |
| West Allis Memorial Hospital Inc | |||||||||||
| 8901 West Lincoln Avenue | West Allis | WI | 53227 | 391022464 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Metro Inc | |
| Aurora Medical Center Washington County Inc | |||||||||||
| 1032 East Sumner Street | Hartford | WI | 53027 | 391150165 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Metro Inc | |
| Aurora Advanced Healthcare Inc | |||||||||||
| 3003 West Good Hope Road | Glendale | WI | 53209 | 391595302 | Physician Services | WI | 501(c)(3) | Line 10 | Yes (1) | Aurora Health Care Inc | |
| Aurora Health Care North Inc | |||||||||||
| 5000 Memorial Drive | Two Rivers | WI | 54241 | 391211629 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Inc | |
| Visiting Nurse Association of Wisconsin Inc | |||||||||||
| 11333 West National Avenue | West Allis | WI | 53227 | 390806180 | Home Care Services | WI | 501(c)(3) | Line 7 | Yes (1) | ||
| Aurora UW Academic Medical Group Inc | |||||||||||
| 1020 North 12th Street | Milwaukee | WI | 53233 | 391136738 | Physician Services | WI | 501(c)(3) | Line 10 | Yes (1) | Aurora Medical Group Inc | |
| Aurora Medical Center Grafton LLC | |||||||||||
| 975 Port Washington Avenue | Grafton | WI | 53024 | 272953799 | Hospital | WI | 501(c)(3) | Line 3 | Yes (1) | Aurora Health Care Inc | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BayCare Aurora LLC | |||||||||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391947472 | Hospital | WI | Aurora Medical Group Inc | Related | $70,914,473 | $263,159,369 | 0 | $8,354 | 0 | 0.61880 | |
| Aurora Consolidated Labs A Co-Tenancy | |||||||||||||||
| 8901 West Lincoln Avenue | Milwaukee | WI | 53227 | 391898089 | Laboratory Services | WI | N/A | ||||||||
| North Shore Surgical Center Ltd | |||||||||||||||
| 7007 Range Line Road | Glendale | WI | 53209 | 391548024 | Surgical Services | WI | N/A | ||||||||
| Wisconsin Surgery Center LLC | |||||||||||||||
| 4131 West Loomis Road Suite 210 | Greenfield | WI | 53221 | 383661215 | Surgical Services | WI | N/A | ||||||||
| Aurora GI ASC LLC | |||||||||||||||
| 2801 West KK River Parkway 1030 | Milwaukee | WI | 53215 | 461848055 | Physician Services | WI | N/A | ||||||||
| Waukesha Pain Center LLC | |||||||||||||||
| 4131 West Loomis Road Suite 300 | Greenfield | WI | 53221 | 900928071 | Physician Sevices | WI | N/A | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Aurora Health Care Ventures Inc | |||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391513129 | For-Profit Company | WI | N/A | C | Yes (1) |
| Aurora Health Network Inc | |||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391817175 | Inactive | WI | N/A | C | Yes (1) |
| Aurora Pharmacy Inc | |||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391733325 | Retail Pharmacy | WI | N/A | C | Yes (1) |
| Diversified Care Inc | |||||||||
| 4811 South 76th Street | Greenfield | WI | 53220 | 391609054 | Temporary Staffing Agency | WI | N/A | C | Yes (1) |
| Aurora Retail Stores Inc | |||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391722937 | Inactive | WI | N/A | C | Yes (1) |
| Advanced Healthcare Inc | |||||||||
| 3003 West Good Hope Road | Glendale | WI | 53209 | 391195501 | Physician Services | WI | N/A | C | Yes (1) |
| LMC Inc | |||||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 472374743 | Health Services | WI | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Aurora Health Care Inc & Affiliates | ||
| B | $17,810,267 | Fair Market Value |
| Aurora Health Care Inc & Affiliates | ||
| L | $575,393 | Fair Market Value |
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