AURORA HEALTH CARE FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AURORA HEALTH CARE FOUNDATION INC (EIN 39-6044569)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201343129349300439
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2013-11-08T12:43:32-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396044569 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AURO | NameControl |
| Phone | 4142991775 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gail L Hanson | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gail L Hanson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 63819273 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aurorahealthcare.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | The Foundation coordinates investments of philanthropic funds in the support of the programs and services of the affiliated organizations of Aurora Health Care, Inc. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 68 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 44597 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8700524 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19108480 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4337003 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4209537 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13037527 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23318017 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4682617 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8694065 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 1216515 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 1637509 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 81786 | OtherExpensePriorYear |
| Other Expenses Current Year | 34485 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5980918 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10366059 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7056609 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12951958 | RevenuesLessExpensesCY |
| Total Assets BOY | 171139819 | TotalAssetsBOY |
| Total Assets EOY | 188393893 | TotalAssetsEOY |
| Total Liabilities BOY | 8883876 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12722691 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 162255943 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 175671202 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Foundation coordinates investments of philanthropic funds in the support of the programs and services of the affiliated organizations of Aurora Health Care, Inc. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10366059 | Expense |
| Description | The Aurora Foundation 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. | Description |
| Total Program Service Expense | 10366059 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142991775 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Stephen Bablitch | ||||||||
| Secretary | 001.00 | X | X | 0 | 0 | 0 | ||
| Cristy Garcia-Thomas | ||||||||
| President | X | X | 0 | 254605 | 0 | 040.00 | X | |
| Gail L Hanson | ||||||||
| Chairperson/Treasurer | 001.00 | X | X | 0 | 0 | 0 | ||
| Michael Lappin | ||||||||
| Assistant Secretary | 001.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 254605 | TotalReportableCompFrmRltdOrgs |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9165614 | TotalRevenueColumn |
| Exclusion | $9,165,614 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 689934 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 564316 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 125618 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125618 | TotalRevenueColumn |
| Exclusion | $125,618 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49693536 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39750670 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9942866 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9942866 | TotalRevenueColumn |
| Exclusion | $9,942,866 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 239143 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 151175 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87968 | TotalRevenueColumn |
| Exclusion | $87,968 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 43396 | GrossIncomeGaming |
| Gaming Direct Expenses | 35095 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8301 | TotalRevenueColumn |
| Exclusion | $8,301 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Direct Public Support from Affiliates | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3987650 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3987650 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3987650 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23318017 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3987650 | RelatedOrExemptFunctionIncome |
| Exclusion | $19,330,367 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8694065 | Total |
| Program Services | 8694065 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1637509 | Total |
| Program Services | 1637509 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34485 | Total |
| Program Services | 34485 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10366059 | Total |
| Program Services | 10366059 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 896769 | BOY |
| EOY | 784927 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474379 | BOY |
| EOY | 872849 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2839531 | BOY |
| EOY | 1433800 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 130000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3836 | BOY |
| EOY | 53738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4814782 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2529148 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2336432 | BOY |
| EOY | 2285634 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162281363 | BOY |
| EOY | 180830875 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1882539 | BOY |
| EOY | 2002070 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424970 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171139819 | BOY |
| EOY | 188393893 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203465 | BOY |
| EOY | 358554 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8680411 | BOY |
| EOY | 12364137 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8883876 | BOY |
| EOY | 12722691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119975064 | BOY |
| EOY | 130696675 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24347840 | BOY |
| EOY | 27010474 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17933039 | BOY |
| EOY | 17964053 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162255943 | BOY |
| EOY | 175671202 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171139819 | BOY |
| EOY | 188393893 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 12951958 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 463301 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (10 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Aurora Health Care Metro Inc | |||||
| 390806181 | 3 | false | true | true | $7,148,117 |
| Aurora Health Care Inc | |||||
| 391442285 | 11 | true | true | true | $1,637,509 |
| Aurora Health Care Southern Lakes Inc | |||||
| 390806347 | 3 | false | true | true | $768,002 |
| Kradwell School Inc | |||||
| 261516765 | 2 | false | true | true | $39,033 |
| Visiting Nurse Association of Wisconsin Inc | |||||
| 390806180 | 7 | false | true | true | $282,855 |
| Aurora Family Service Inc | |||||
| 390816174 | 9 | false | true | true | $206,187 |
| Aurora Psychiatric Hospital Inc | |||||
| 390872192 | 3 | false | true | true | $13,743 |
| West Allis Memorial Hospital Inc | |||||
| 391022464 | 3 | false | true | true | $230,495 |
| Aurora Medical Center of Washington County | |||||
| 391150165 | 3 | false | true | true | $3,093 |
| Aurora Medical Center Grafton LLC | |||||
| 272953799 | 3 | false | true | true | $2,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 10 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 10331574 | SumOfAmounts |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69515242 | BeginningOfYearBalance |
| Contributions | 96566 | Contributions |
| Investment Earnings Or Losses | 8685907 | InvestmentEarningsOrLosses |
| Other Expenditures | 4839477 | OtherExpenditures |
| End Of Year Balance | 73458238 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67474774 | BeginningOfYearBalance |
| Contributions | 54867 | Contributions |
| Investment Earnings Or Losses | 2008168 | InvestmentEarningsOrLosses |
| Other Expenditures | 22567 | OtherExpenditures |
| End Of Year Balance | 69515242 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80388067 | BeginningOfYearBalance |
| Contributions | 446118 | Contributions |
| Investment Earnings Or Losses | 6729878 | InvestmentEarningsOrLosses |
| Other Expenditures | 20089289 | OtherExpenditures |
| End Of Year Balance | 67474774 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65902853 | BeginningOfYearBalance |
| Contributions | 2263384 | Contributions |
| Investment Earnings Or Losses | 12967584 | InvestmentEarningsOrLosses |
| Other Expenditures | 745754 | OtherExpenditures |
| End Of Year Balance | 80388067 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82469319 | BeginningOfYearBalance |
| Contributions | 5538582 | Contributions |
| Investment Earnings Or Losses | -18770187 | InvestmentEarningsOrLosses |
| Other Expenditures | 3334861 | OtherExpenditures |
| End Of Year Balance | 65902853 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.68000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 619224 | InvestmentCostOrOtherBasis |
| Book Value | 619224 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3946153 | InvestmentCostOrOtherBasis |
| Depreciation | 2313527 | Depreciation |
| Book Value | 1632626 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 177390 | InvestmentCostOrOtherBasis |
| Depreciation | 152604 | Depreciation |
| Book Value | 24786 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 72015 | InvestmentCostOrOtherBasis |
| Depreciation | 63017 | Depreciation |
| Book Value | 8998 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2285634 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Deferred support under split agreements | $562,457 |
| Due to affiliates | $4,026,099 |
| Pending investments purchase payable | $245,832 |
| Cash and investments held for related Foundations | $7,529,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12364137 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 2012 under FIN 48 ASC 740. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Benefit Ball Hospital Benefit | NameOfEvent1 |
| Gross Receipts Event1 | 53202 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 53202 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8649 | OtherDirectExpensesEvent1 |
| Name Of Event2 | McGMO Golf for Cancer | NameOfEvent2 |
| Gross Receipts Event2 | 113362 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 113362 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 17278 | OtherDirectExpensesEvent2 |
| Gross Receipts Other Events | 72579 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 72579 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 125248 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 239143 | GrossReceiptsTotal |
| Gross Revenue Total Events | 239143 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 151175 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 151175 | DirectExpenseSummaryEvents |
| Net Income Summary | 87968 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 43396 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 15500 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 14590 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 5005 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 43396 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 15500 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 14590 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 5005 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 35095 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 8301 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Foundation Inc | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | true | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Aurora Health Care Metro Inc | |||||||
| 2900 W Oklahoma | Milwaukee | WI | 53234 | 390806181 | 7148117 | FMV | Support programs |
| West Allis Memorial Hospital Inc | |||||||
| 8901 W Lincoln Avenue | West Allis | WI | 53227 | 391022464 | 230495 | FMV | Support programs |
| Aurora Family Service Inc | |||||||
| 3200 W Highland Blvd | Milwaukee | WI | 53208 | 390806174 | 206187 | FMV | Support programs |
| Visiting Nurse Association of Wisconsin | |||||||
| 11333 W National Avenue | Milwaukee | WI | 53227 | 390806180 | 282855 | FMV | Support programs |
| Aurora Health Care Southern Lakes Inc | |||||||
| 10400 75th Street | Kenosha | WI | 53142 | 390806347 | 768002 | FMV | Support programs |
| Kradwell School Inc | |||||||
| 1220 Dewey Avenue | Milwaukee | WI | 53213 | 261516765 | 39033 | FMV | Support programs |
| Aurora Psychiatric Hospital Inc | |||||||
| 1220 Dewey Avenue | Milwaukee | WI | 53213 | 390872192 | 13743 | FMV | Support programs |
| Aurora Health Care Inc | |||||||
| 750 West Virginia Street | Milwaukee | WI | 53204 | 391442285 | 1637509 | FMV | Support programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| 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 Foundation 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cristy Garcia-Thomas | NamePerson |
| Title | President | Title |
| Comp Based On Related Orgs | 233102 | CompBasedOnRelatedOrgs |
| Bonus Related Orgs | 20980 | BonusRelatedOrgs |
| Other Compensation Related Orgs | 523 | OtherCompensationRelatedOrgs |
| Deferred Comp Related Orgs | 7128 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Related Orgs | 18249 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Related Orgs | 279982 | TotalCompensationRelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 1a | Club memberships are for Business Club memberships which are strictly related for business use only, per organizations written policy. |
| I | 7 | Written incentive compensation plan for certain management levels are awarded based on the organizations annual patient experience, care management and financial performance results. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| ExplanationExplanation |
|---|
| Form 990 Part VI Section A Line 6 Members of the org Aurora Foundation, Inc. AF is organized as a non-stock nonprofit corporation with a 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 recommend members of the governing body of AF. All board members of the governing body of AF must be approved by the Board of AHC. |
| Form 990 Part VI Section A Line 7b Right to approve decisions Certain decisions of the governing body of AF are subject to approval of AHC. |
| Form 990 Part VI Section B Line 11b Review of the 990 The 2012 Form 990 was reviewed by the Chair of the Audit Committee of AHCs Board of Directors and by senior management of AHC, as AHC has financial oversight over the operation of AF. |
| 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, Senior Leadership reviews these Statements for compliance with the established policy. When a conflict is discovered, the governining body determines if such conflict warrants a restriction on the capacity of the board member involved. |
| Form 990 Part VI Section C Line 19 Availability of documents The Articles of Incorporation for AF 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 Safety and Professional Services. 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 131,946, and Transfer from affiliates 331,355. Total change in net assets 463,301. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Health Care Inc | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | 509a3 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Aurora Health Care Inc | ||
| b | 1637509 | FMV |
| Aurora Health Care Inc | ||
| l | 155000 | FMV |
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