AURORA HEALTH CARE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AURORA HEALTH CARE FOUNDATION INC (EIN 39-6044569)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349300629
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T08:27:20-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 (fka Aurora Foundation Inc) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 4142991775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia St PO Box 341880 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341880 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail L Hanson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 341180 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341180 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $344,080,679 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,108,480 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,896,581 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,209,537 | PYOtherRevenueAmt |
| CY Other Revenue | $5,404,257 | CYOtherRevenueAmt |
| PY Total Revenue | $23,318,017 | PYTotalRevenueAmt |
| CY Total Revenue | $38,300,838 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,694,065 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,514,890 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,637,509 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $3,030,052 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,485 | PYOtherExpensesAmt |
| CY Other Expenses | $564,406 | CYOtherExpensesAmt |
| PY Total Expenses | $10,366,059 | PYTotalExpensesAmt |
| CY Total Expenses | $19,109,348 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,951,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,191,490 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $188,393,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $225,003,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,722,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,420,152 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $175,671,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $200,583,333 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,076,375 | ExpenseAmt |
| Revenue | $38,196,431 | RevenueAmt |
| Desc | The Aurora Health Care Foundation, Inc. coordinates investments of philanthropic funds in support of the 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 | $19,076,375 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142991775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia Street PO Box 341880 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341880 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Stephen Bablitch | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Cristy Garcia-Thomas | ||||||||
| President | Yes (X) | $0 | $345,326 | $0 | 040.00 | Yes (X) | Yes (X) | |
| Gail Hanson | ||||||||
| Chairperson/Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MaryBeth Kingston | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Potts | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Rachelle Hart | ||||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Brad Hahn | ||||||||
| Assistant Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Michael Lappin | ||||||||
| Assistant Secretary | 001.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $345,326 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,301,544 | TotalRevenueColumnAmt |
| Exclusion | $4,301,544 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $772,700 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $544,063 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $228,637 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,637 | TotalRevenueColumnAmt |
| Exclusion | $228,637 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $333,437,147 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $304,842,110 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,595,037 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,595,037 | TotalRevenueColumnAmt |
| Exclusion | $28,595,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $824,641 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $368,334 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $456,307 | TotalRevenueColumnAmt |
| Exclusion | $456,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $41,768 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $25,334 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,434 | TotalRevenueColumnAmt |
| Exclusion | $16,434 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Direct Public Support from Affiliates | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,702,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,702,879 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,702,879 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,300,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,702,879 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $33,597,959 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,509,890 | TotalAmt |
| Program Services | $15,509,890 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,030,052 | TotalAmt |
| Program Services | $3,030,052 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical other Supplies | $527,579 | $527,579 | |
| Fees for Services | $10,891 | $10,891 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,936 | TotalAmt |
| Program Services | $3,854 | ProgramServicesAmt |
| Management And General | $22,082 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,109,348 | TotalAmt |
| Program Services | $19,076,375 | ProgramServicesAmt |
| Management And General | $32,973 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,927 | BOYAmt |
| EOY | $429,202 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,849 | BOYAmt |
| EOY | $2,344,857 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,433,800 | BOYAmt |
| EOY | $1,353,788 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,000 | BOYAmt |
| EOY | $94,525 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,738 | BOYAmt |
| EOY | $83,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,842,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,661,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,285,634 | BOYAmt |
| EOY | $2,180,502 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,830,875 | BOYAmt |
| EOY | $216,142,746 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,070 | BOYAmt |
| EOY | $2,374,041 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,393,893 | BOYAmt |
| EOY | $225,003,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,554 | BOYAmt |
| EOY | $1,901,889 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,364,137 | BOYAmt |
| EOY | $22,518,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,722,691 | BOYAmt |
| EOY | $24,420,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,696,675 | BOYAmt |
| EOY | $151,084,987 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,010,474 | BOYAmt |
| EOY | $31,506,291 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,964,053 | BOYAmt |
| EOY | $17,992,055 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,671,202 | BOYAmt |
| EOY | $200,583,333 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,393,893 | BOYAmt |
| EOY | $225,003,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,191,490 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,374,037 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $451,011 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (10 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| Aurora Health Care Metro Inc | |||||
| 390806181 | 3 | false | Yes (true) | Yes (true) | $0 |
| Aurora Health Care Inc | |||||
| 391442285 | 11 | Yes (true) | Yes (true) | Yes (true) | $0 |
| Aurora Health Care Southern Lakes Inc | |||||
| 390806347 | 3 | false | Yes (true) | Yes (true) | $0 |
| Kradwell School Inc | |||||
| 261516765 | 2 | false | Yes (true) | Yes (true) | $0 |
| Visiting Nurse Association of Wisconsin Inc | |||||
| 390806180 | 7 | false | Yes (true) | Yes (true) | $0 |
| Aurora Family Service Inc | |||||
| 390816174 | 9 | false | Yes (true) | Yes (true) | $0 |
| Aurora Psychiatric Hospital Inc | |||||
| 390872192 | 3 | false | Yes (true) | Yes (true) | $0 |
| West Allis Memorial Hospital Inc | |||||
| 391022464 | 3 | false | Yes (true) | Yes (true) | $0 |
| Aurora Medical Center of Washington County | |||||
| 391150165 | 3 | false | Yes (true) | Yes (true) | $0 |
| Aurora Medical Center Grafton LLC | |||||
| 272953799 | 3 | false | Yes (true) | Yes (true) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 10 | SupportedOrganizationsTotalCnt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,474,774 | BeginningYearBalanceAmt |
| Contributions | $54,867 | ContributionsAmt |
| Investment Earnings Or Losses | $2,008,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,567 | OtherExpendituresAmt |
| End Year Balance | $69,515,242 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,388,067 | BeginningYearBalanceAmt |
| Contributions | $446,118 | ContributionsAmt |
| Investment Earnings Or Losses | $6,729,878 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,089,289 | OtherExpendituresAmt |
| End Year Balance | $67,474,774 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,902,853 | BeginningYearBalanceAmt |
| Contributions | $2,263,384 | ContributionsAmt |
| Investment Earnings Or Losses | $12,967,584 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $745,754 | OtherExpendituresAmt |
| End Year Balance | $80,388,067 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.65000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $619,224 | InvestmentCostOrOtherBasisAmt |
| Book Value | $619,224 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,973,855 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,439,503 | DepreciationAmt |
| Book Value | $1,534,352 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $177,390 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $157,792 | DepreciationAmt |
| Book Value | $19,598 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $72,015 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $64,687 | DepreciationAmt |
| Book Value | $7,328 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,180,502 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Deferred support under split agreements | $815,433 |
| Due to affiliates | $7,688,938 |
| Pending investments purchase payable | $215,904 |
| Cash and investments held for related Foundations | $13,797,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,518,263 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| V 1e | Current year Other Expenditures for Facilities and Programs includes a 50,521,862 reduction of the endowment fund balance due to the removal of a board designated restriction on the use of unrestricted funds. |
| V 4 | The intended uses of the organizations endowment funds are to provide a predictable stream of funding to support programs and services offered by Aurora Health Care, Inc., and affiliates. |
| X 2 | There have been no uncertain tax positions reported in 2013 under FIN 48 ASC 740 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ASMC 150th Ball | NameOfEvent1Amt |
| Gross Receipts Event1 | $432,650 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $432,650 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $272,792 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | McGMO Golf for Cancer | NameOfEvent2Amt |
| Gross Receipts Event2 | $108,326 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $108,326 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $70,884 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $283,665 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $283,665 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $24,658 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $824,641 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $824,641 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $368,334 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $368,334 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $456,307 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $41,768 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $20,519 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $4,815 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $41,768 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $20,519 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $4,815 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $25,334 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $16,434 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | 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 (fka Aurora Foundation Inc) | BusinessNameLine1 |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aurora Health Care Metro Inc | |||||||
| 2900 W Oklahoma | Milwaukee | WI | 53234 | 390806181 | $11,292,524 | FMV | Support Programs |
| West Allis Memorial Hospital Inc | |||||||
| 8901 W Lincoln | West Allis | WI | 53227 | 391022464 | $417,946 | FMV | Support Programs |
| Aurora Family Service Inc | |||||||
| 3200 W Highland Blvd | Milwaukee | WI | 53208 | 390806174 | $529,417 | FMV | Support Programs |
| Aurora Visiting Nurse Association of Wisconsin | |||||||
| 11333 W National Ave | Milwaukee | WI | 53227 | 390806180 | $286,773 | FMV | Support Programs |
| Aurora Psychiatric Hospital Inc | |||||||
| 1220 Dewey Ave | Milwaukee | WI | 53213 | 390872192 | $1,585,726 | FMV | Support Programs |
| Aurora Health Care Southern Lakes Inc | |||||||
| 10400 75th Street | Kenosha | WI | 53142 | 390806347 | $726,900 | FMV | Support Programs |
| Kradwell School Inc | |||||||
| 1220 Dewey Ave | Milwaukee | WI | 53213 | 261516765 | $112,081 | FMV | Support Programs |
| Aurora Medical Center Grafton | |||||||
| 36500 Aurora Drive | Summit | WI | 53066 | 272953799 | $81,208 | FMV | Support Programs |
| Wisconsin Parkinson Assoc | |||||||
| 945 North 12th St Suite 4602 | Milwaukee | WI | 53233 | 391492810 | $477,315 | FMV | Support Programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | The organizations 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cristy Garcia-Thomas | PersonNm |
| Title | President | TitleTxt |
| Compensation Based On Rltd Orgs | $270,005 | CompensationBasedOnRltdOrgsAmt |
| Bonus Related Organizations | $74,338 | BonusRelatedOrganizationsAmt |
| Other Compensation Rltd Orgs | $983 | OtherCompensationRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $53,765 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $19,155 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $418,246 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I | All information provided on Schedule J, Part I is related to Cristy Garcia-Thomas, President of Aurora Health Care Foundation, Inc., an employee of a related organization, Aurora Health Care, Inc. EIN 39-1442285. Aurora Health Care Foundation, Inc. does not directly employ any individuals. |
| Part I Line 1a | Club memberships are for Business Club memberships which are strictly related for business use only, per organizations written policy. |
| Part I Line 7 | Written incentive compensation plan for certain management levels are awarded based on the organizations annual patient experience, care management and financial performance results. |
| Part II Line 1 | Information is being provided for Cristy Garcia-Thomas, President of Aurora Health Care Foundation, Inc. Reportable compensation is paid from a related organization, Aurora Health Care, Inc. EIN 39-1442285. Aurora Health Care Foundation, Inc. does not directly employ any individuals. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Section A, Line 6 | Members of the Organization Aurora Health CareFoundation, Inc. AHCF is organized as a non-stock nonprofit corporation, with a sole corporate member of Aurora Health Care, Inc. AHC. |
| Form 990, Part IV, Section A, Line 7a | Appointing Members The CEO of AHC may appoint members of the governing body of AHCF. |
| Form 990, Part VI, Section A, Line 4 | Significant Changes Aurora Health Care Foundation, Inc. changed its name from Aurora Foundation, Inc. during 2014. |
| Form 990, Part VI, Section A, Line 7b | Right to Approve Decisions Certain decisions of the governing body of AHCF are subject to approval of AHC. |
| Form 990, Part VI, Section B, Line 11b | Review of the 990 The 2013 Form 990 was reviewed by senior management of 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, Inc. |
| Form 990, Part VI, Section B, Line 12c | Conflict of Interest Policy 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 B, Line 15a b | Process for determining compensation AHCs CEO and the CEOs executive team the CEOs direct reports have their compensation reviewed annually by the Compensation Committee of the AHC Board of Directors, which is vested with board-delegated powers to act on behalf of the board with respect to compensation matters in reviewing and establishing compensation for the CEO and the CEOs executive team. The Committee uses a process which is intended to create the presumption that payment of compensation to these persons constitutes reasonable compensation, defined as amounts that are within the range of compensation paid to similarly qualified persons in functionally-comparable positions at similarly-situated organizations. In this process, no member of the Committee who has a conflict of interest with respect to the compensation arrangement at issue is permitted to participate in the review and approval of that compensation arrangement. The Compensation Committee retains and consults with an independent compensation consultant, who prepares a customized market-based analysis provided by the consultant, and where appropriate, performance review and compensation recommendations, to establish market-based compensation for the CEO and the CEOs executive team. After making its compensation decisions, the Committee documents its deliberations and decision in AHCs written or electronic books and records. Key employees and all other employees have their compensation reviewed and approved by their leader annually within market-based guidelines prescribed by the organizations Human Resources function. These market-based guidelines are established using applicable comparability data and similar compensation metrics that are based on similarly-quailified persons in functionally-comparable positions at a similarly-situated organizations. Documentation and recordkeeping for these deliberations and decisions is maintained. |
| Form 990, Part VI, Section C, Line 19 | Availability of documents The Articles of Incorporation for 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 AHC level, on the AHC web site. |
| Form 990, Part XI, Line 9 | Other changes in net assets Change in split interest agreements 65,499, and Transfer from affiliates 385,512. Total change in net assets 451,011. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W Virginia PO Box 341880 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532341880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391442285 | EIN |
| Primary Activities | support services | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | 509a3 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Aurora Health Care Inc | ||
| b | $3,030,052 | FMV |
| Aurora Health Care Inc | ||
| l | $123,000 | FMV |
Comments