2014-11-13T08:27:20-00:00 2013-12-31 990 2013-01-01 396044569 Aurora Health Care Foundation Inc (fka Aurora Foundation Inc) AURO 4142991775 750 W Virginia St PO Box 341880 Milwaukee WI 532341880 Gail L Hanson Treasurer 2014-11-10 false 2013 2015-11-30 17:44:51Z Gail L Hanson 750 W Virginia Street PO Box 341180 Milwaukee WI 532341180 344080679 false X www.aurorahealthcare.org X 1955 WI The Foundation coordinates investments of philanthropic funds in the support of the programs and services of the affiliated organizations of Aurora Health Care, Inc. 5 0 0 68 0 0 0 19108480 32896581 4209537 5404257 23318017 38300838 8694065 15514890 1637509 3030052 0 0 0 34485 564406 10366059 19109348 12951958 19191490 188393893 225003485 12722691 24420152 175671202 200583333 The Foundation coordinates investments of philanthropic funds in the support of the programs and services of the affiliated organizations of Aurora Health Care, Inc. false false 19076375 38196431 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. 19076375 true false false false false false false false false true true false false false true true false true false false false false false false true true false true false true false false false false false false false false false false false false false true false false false false true 27 1 true 0 false false false false false true true false false false false false X 5 0 false false true false true true true true true false false true true true true true true true true false X X Aurora Health Care Inc 4142991775 750 W Virginia Street PO Box 341880 Milwaukee WI 532341880 Stephen Bablitch Director 001.00 X 0 0 0 Cristy Garcia-Thomas President 040.00 X X X 0 345326 0 Gail Hanson Chairperson/Treasurer 001.00 X X 0 0 0 MaryBeth Kingston Director 001.00 X 0 0 0 Dennis Potts Director 001.00 X 0 0 0 Rachelle Hart Secretary 001.00 X X 0 0 0 Brad Hahn Assistant Treasurer 001.00 X X 0 0 0 Michael Lappin Assistant Secretary 001.00 X 0 0 0 345326 1 false true false 4301544 4301544 772700 544063 228637 228637 228637 333437147 304842110 28595037 28595037 28595037 824641 368334 456307 456307 41768 25334 16434 16434 Direct Public Support from Affiliates 900099 4702879 4702879 4702879 38300838 4702879 33597959 15509890 15509890 5000 5000 0 3030052 3030052 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Medical other Supplies 527579 527579 Fees for Services 10891 10891 25936 3854 22082 19109348 19076375 32973 0 784927 429202 872849 2344857 1433800 1353788 130000 94525 53738 83824 4842484 2661982 2285634 2180502 180830875 216142746 2002070 2374041 188393893 225003485 358554 1901889 12364137 22518263 12722691 24420152 X 130696675 151084987 27010474 31506291 17964053 17992055 175671202 200583333 188393893 225003485 X 19191490 5374037 451011 X false true X true false X X X false false false Aurora Health Care Metro Inc 390806181 3 false true true 0 Aurora Health Care Inc 391442285 11 true true true 0 Aurora Health Care Southern Lakes Inc 390806347 3 false true true 0 Kradwell School Inc 261516765 2 false true true 0 Visiting Nurse Association of Wisconsin Inc 390806180 7 false true true 0 Aurora Family Service Inc 390816174 9 false true true 0 Aurora Psychiatric Hospital Inc 390872192 3 false true true 0 West Allis Memorial Hospital Inc 391022464 3 false true true 0 Aurora Medical Center of Washington County 391150165 3 false true true 0 Aurora Medical Center Grafton LLC 272953799 3 false true true 0 10 0.00000 0.00000 0.00000 false 73458238 28054 5397334 51385653 27497973 69515242 96566 8685907 4839477 73458238 67474774 54867 2008168 22567 69515242 80388067 446118 6729878 20089289 67474774 65902853 2263384 12967584 745754 80388067 0.65000 0.35000 false false 619224 619224 3973855 2439503 1534352 177390 157792 19598 72015 64687 7328 2180502 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Deferred support under split agreements 815433 Due to affiliates 7688938 Pending investments purchase payable 215904 Cash and investments held for related Foundations 13797988 22518263 X 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 X WI ASMC 150th Ball 432650 432650 272792 McGMO Golf for Cancer 108326 108326 70884 5 283665 283665 24658 824641 824641 368334 368334 456307 41768 20519 4815 true 1.00000 41768 20519 4815 25334 16434 WI true false true false 1.00000 Aurora Health Care Foundation Inc (fka Aurora Foundation Inc) 750 W Virginia Street Milwaukee WI 532341880 false true true Aurora Health Care Metro Inc 2900 W Oklahoma Milwaukee WI 53234 390806181 11292524 FMV Support Programs West Allis Memorial Hospital Inc 8901 W Lincoln West Allis WI 53227 391022464 417946 FMV Support Programs Aurora Family Service Inc 3200 W Highland Blvd Milwaukee WI 53208 390806174 529417 FMV Support Programs Aurora Visiting Nurse Association of Wisconsin 11333 W National Ave Milwaukee WI 53227 390806180 286773 FMV Support Programs Aurora Psychiatric Hospital Inc 1220 Dewey Ave Milwaukee WI 53213 390872192 1585726 FMV Support Programs Aurora Health Care Southern Lakes Inc 10400 75th Street Kenosha WI 53142 390806347 726900 FMV Support Programs Kradwell School Inc 1220 Dewey Ave Milwaukee WI 53213 261516765 112081 FMV Support Programs Aurora Medical Center Grafton 36500 Aurora Drive Summit WI 53066 272953799 81208 FMV Support Programs Wisconsin Parkinson Assoc 945 North 12th St Suite 4602 Milwaukee WI 53233 391492810 477315 FMV Support Programs 9 Part I Line 2 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. X true true X X X X X X false false false false false false false true false Cristy Garcia-Thomas President 270005 74338 983 53765 19155 418246 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. 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. Aurora Health Care Inc 750 W Virginia PO Box 341880 Milwaukee WI 532341880 391442285 support services WI 501c3 509a3 N/A false false true false false false false false false false false false true false false false false false false false Aurora Health Care Inc b 3030052 FMV Aurora Health Care Inc l 123000 FMV