2013-11-14T16:47:03-06:00 2012-12-31 ERNST & YOUNG US LLP 155 NORTH WACKER DRIVE CHICAGO IL 60606 990 2012-01-01 262525968 Advocate Condell Medical Center % JAMES H SKOGSBERGH ADVO 6305729393 3075 HIGHLAND PARKWAY Suite 600 DOWNERS GROVE IL 60515 JAMES W DOHENY 2013-11-13 3128792000 2012 2016-02-25 16:41:14Z JAMES W DOHENY 3075 HIGHLAND PKWY STE 600 DOWNERS GROVE IL 60515 333847419 false 9395 X WWW.ADVOCATEHEALTH.COM X 2008 IL TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. 12 11 2414 489 1411149 118636 1513302 326199807 322570846 -1857285 1078694 1993382 1987851 326454540 327150693 203613 92060 0 0 134976384 132969564 0 0 0 178569304 165404213 313749301 298465837 12705239 28684856 400004420 402401536 149422827 141333832 250581593 261067704 X THE MISSION IS TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. false false 257073875 92060 310226992 Providing Inpatient and Outpatient healthcare services to the community regardless of the patients' ability to pay. Included in this program service are the provision of Charity care and Trauma care. As part of its community benefits strategy and its mission, Advocate Condell is committed to promoting initiatives that enhance access to health care for the uninsured and underinsured. An example of this is Advocate Condell's provision of charity care. Advocate Condell offers a very generous charity care program - requiring no payments from the patients most in need, and providing discounts to uninsured patients earning up to six times the federal poverty level and to insured patients earning up to four times the poverty level. A patient's extenuating circumstances are considered when qualifying patients for charity care and in certain cases, Advocate Condell Medical Center uses Advocate or public records to determine a patient's eligibility ("presumptive eligibility"). Although Advocate Condell's Charity Care Policy is very generous, Advocate Condell Medical Center continues to review and refine its policy in an ongoing effort to ensure that financial assistance is available to those who need help when they need it. The medical center maintains highly visible signage and brochures in multiple languages to inform patients of the availability of financial help and financial counselors. Information about Advocate Condell's charity care program and charity applications is provided to all uninsured patients during registration and as an insert in all uninsured patients' bills. In the area of Trauma care - Advocate Condell is dedicated to providing expert emergency care - today and in the future. Advocate Condell's Level I Trauma Center cares for the most seriously injured people in its service area. As is the case with all Illinois Level I Trauma Centers, Advocate Condell's trauma center is staffed by on-site, 24-hour-a-day trauma surgeons; features 24-hour surgical and nonsurgical services, such as radiology and anesthesia; and can accommodate helicopter transports. 7635922 0 4236686 Health care and fitness services provided by physicians, nurses, clinicians and other associates employed by Advocate Condell. Advocate Condell clinicians provide care to the community for minor injuries and illnesses through its immediate care centers regardless of the patients' ability to pay. Exercise physiologists and physical therapists also provide sports medicine consultations at local high schools and colleges. Physicians, nurses and other clinicians lead prenatal/childbirth and parenting education classes and diabetes education classes as well as support groups for diabetes education, heart disease, breast and other cancers, lactation/breast feeding, bereavement/loss and caregivers. Advocate Condell partners with the Lake County Health Department/Community Health Center to provide imaging services at rates significantly below cost. Fitness and wellness classes and services are provided at the Advocate Condell Centre Clubs, which provides sliding scale membership rates. 27565285 0 6406649 Description of Advocate Condell Medical Center Serving the community since 1928, Advocate Condell Medical Center is a 273-bed non-profit acute care hospital based in Libertyville, Illinois. As the largest health care provider in Lake County, Advocate Condell provides a full spectrum of medical services - from obstetrics, radiology services and rehabilitation to open heart surgery, neurosurgery and oncology. Advocate Condell Medical Center's Emergency Department provides Level I Trauma care and has the ability to accommodate growing numbers of patients. In 2012, the hospital experienced 1,869 trauma care visits. Advocate Condell also provides a dedicated pediatric emergency department - the first and only in Lake County - consisting of a team of doctors and nurses dedicated to and specially trained in pediatric emergency medicine. In addition, Condell is an accredited Chest Pain Center and offers a continuum of diagnostic and cardiology treatment services-including open heart surgery. More than 650 physicians and 2,100 associates comprise the team of medical experts known for excellence. In addition to services located on its Libertyville campus, Advocate Condell operates three immediate care centers throughout the County and two medically based fitness centers. Advocate Condell is the Resource hospital for Region 10 Emergency Medical Services, which demonstrates the commitment to efficiently and effectively manage emergency services in a disaster. Advocate Condell also provides community outreach through health fairs, wellness programs and other services in support of its MVP (mission, values and philosophy). The mission of Advocate Condell Medical Center is to serve the health needs of individuals, families and communities through a holistic philosophy rooted in the fundamental understanding of human beings as created in the image of God. The values of Advocate Condell Medical Center serve as an internal compass to guide relationships and actions. They include equality, compassion, excellence, partnership, and stewardship. The philosophy of Advocate Condell Medical Center is grounded in the principles of human ecology, faith and community-based health care. These principles arise from an understanding of human beings as whole persons in light of their relationships with God, themselves, their families and the society in which they live. Through our actions we affirm these principles. Population Served Advocate Condell Medical Center provides quality health care to individuals regardless of race, creed, national origin, age or ability to pay. In 2012, Condell served 213,709 patients, including 18,253 inpatient admissions and 195,456 outpatient visits, delivering 2,515 babies. Commitment to the Community Even in the face of low reimbursements, Advocate Condell Medical Center is dedicated to maintaining a strong presence within its community and continues to monitor these expenditures to make certain that the programs and services supported are in direct response to community need. In 2012, Condell reported approximately $35.8 million in charity care and other services. These services are comprised of many community health programs focused on improving access to care, addressing special needs and improving overall community health. In addition to Medicare/Medicaid and Bad Debt losses, Advocate Condell treats many air force military personnel and Veterans Administration patients at a rate below cost. Community Benefits Plan, Goals & Examples of Program Service Accomplishments Advocate Condell Medical Center's community benefits efforts are aligned with Advocate's community benefits plan. The Advocate Health Care plan was developed to establish strategies for improving access to care and positively affecting the health of the communities served by the hospital. Included in the community benefits plan are not only planned goals and objectives focused on addressing needs as identified through a hospital-specific community health needs assessment, but also other community benefits such as charity care, unreimbursed Medicaid and Medicare, that are ongoing community benefits programs. The plan sets the course for strengthening existing partnerships and building new ones with individuals and organizations within Condell's service area in order to leverage and maximize the impact of its programs. Advocate Condell Medical Center has set four goals and multiple objectives to accomplish this strategy. The goals and some corresponding examples of services Condell offers are provided below. Goal 1: Undertake or support initiatives that enhance access to health and wellness services within the diverse communities Advocate serves. Charity Care - Advocate Condell Medical Center offers a very generous charity care program - requiring no payments from the patients most in need, and providing discounts to uninsured patients earning up to six times the federal poverty level and to insured patients earning up to four times the poverty level. A patient's extenuating circumstances are considered when qualifying patients for charity care and in certain cases, Advocate Condell Medical Center uses Advocate or public records to determine a patient's eligibility ("presumptive eligibility"). Advocate Condell supports the services of the Lake County department of Public Health by providing radiology services to patients treated by the health department. Goal 2: Positively affect the health status and quality of life of individuals and populations in communities served by Advocate through programs and practices that reflect Advocate's wholistic philosophy. School-based health programming -- Advocate Condell is working closely with several area school districts on wellness initiatives, including health education programming and sponsorship of fitness activities. Advocate Condell is poised to take this effort to the next level by offering the Coordinated Approach to Child Health in two area school districts. Diabetes Education -- During Advocate Condell's pursuit to establish a certified diabetes education program, most diabetes education classes and one-on-one counseling sessions were offered free of charge to the public. Plans include expanding these services via a Diabetes Prevention and Management program to potentially four locations: Free clinics in Mundelein and Waukegan; a group of faith organizations serving the Antioch area, and at Round Lake High School as part of a school-based health clinic. Falls Prevention -- Falls among seniors (65+) are a significant health risk and a leading cause of Emergency Department admissions to Advocate Condell Medical Center. In 2012, through its Matter of Balance program, the hospital continued to see success in key areas which have been proven to contribute to falls, including lack of exercise and fear of falling. Looking ahead, Advocate Condell plans to expand the program both onsite and offsite through a partnership with the Libertyville Senior Center and providers in our post-acute care network. Sexual Assault Nurse Examiner Program -- Advocate Condell Medical Center's Sexual Assault Nurse Examiner (SANE) program opened in 2011, and remains the only Lake County program with certified sexual assault nurse examiners available 24 hours, 7 days a week. These highly trained practitioners not only provide compassionate care to victims, but also are able to collect forensic evidence, counsel the victim, and testify in court-helping the victim through the entire process. In addition, the SANE program coordinator works closely with local rape advocates, law enforcement and prosecutors to assure victims of sexual assault in Lake County receive the best care possible. In 2012, Advocate Condell's SANE coordinator, Jennifer Slominski, received the Justice Award from Lake County State's Attorney Michael J. Waller for her role in helping the prosecution of sexual assault cases. She also was recognized for her advocacy work in the community. Jennifer and her team have trained more than 350 law-enforcement members about sexual assault, the importance of a SANE nurse and how to use medical evidence to prosecute a case. They also have educated emergency medical responders on how to talk to victims. The Illinois Coalition Against Sexual Assault (ICASA) has called the hospital's center an "exemplary example" of how a hospital and community can work together to respond to sexual assaults. Advocate Illinois Masonic Medical Center, on Chicago's north side, also has a SANE program. Condell Day Center's Adult Day Care Program - Advocate Condell Day Center's Adult Day Care program fills a gap in continuity of care for clients who are unable to live independently. Condell's program combines adult day care with therapeutic and personal care services. Given that the program is located adjacent to other hospital services, clients can receive physical, speech and occupational therapy from a licensed therapist. In addition, bathing assistance, beaut 292275082 true true false true false false false false false false true false false false true false false true false false false false false false false false true true true false true false false false false false false false true false false false false false true false false false true 155 0 true 2414 true true true true CJ false false false false false false false true true X 12 11 true false false false true true true true true false false true true true true true true true true false IL X JAMES H SKOGSBERGH 6309295543 3075 HIGHLAND PKWY SUITE 600 DOWNERS GROVE IL 60515 James Skogsbergh 1.0 40.0 X X 0 3593725 698886 Mark Harris 1.0 0.0 X 0 0 0 Michele Baker Richardson 1.0 0.0 X 0 0 0 David Anderson 1.0 0.0 X 0 0 0 Alejandro Aparicio MD 1.0 0.0 X 0 0 0 Lynn Crump-Caine 1.0 0.0 X 0 0 0 John Dossey 1.0 0.0 X 0 0 0 Ron Greene 1.0 0.0 X 0 0 0 Ronald Mallicoat Jr 1.0 0.0 X 0 0 0 Laurie Meyer 1.0 0.0 X 0 0 0 Clarence Nixon Jr PhD 1.0 0.0 X 0 0 0 Carolyn Smeltzer 1.0 0.0 X 0 0 0 Gary Stuck MD 1.0 0.0 X 0 0 0 William P Santulli 1.0 40.0 X 0 2114342 422797 Lee B Sacks MD 1.0 40.0 X 0 1697139 320165 James Dan MD 1.0 40.0 X 0 1612175 243190 James Doheny 1.0 40.0 X 0 422497 58003 Kelly Jo Golson 1.0 40.0 X 0 737569 111309 Kevin Brady 1.0 40.0 X 0 676224 238837 Gail D Hasbrouck 1.0 40.0 X 0 1036460 177664 Dominic J Nakis 1.0 40.0 X 0 1574547 320057 Scott Powder 1.0 40.0 X 0 631022 127603 Bruce D Smith 1.0 40.0 X 0 1027935 192158 Rev K Bender Schwich 1.0 40.0 X 0 223292 219264 Ann Errichetti MD 40.0 0.0 X 960307 0 31385 Dominica Tallarico 40.0 0.0 X 185941 294490 133780 Debra Susie-Lattner 40.0 0.0 X 276393 0 29180 Gwenn Leschke 40.0 0.0 X 276042 0 22635 David Cemate 40.0 0.0 X 248161 0 50169 Mary Hillard 40.0 0.0 X 226172 0 49955 David Cartwright 40.0 0.0 X 221043 0 47743 Jose Elizondo MD 0.0 40.0 X 0 231222 37874 Ben Grigaliunas 0.0 0.0 X 0 1094321 141404 2394059 16966960 3674058 143 true true false CROTHALL LAUNDRY SERVICE 45 W HINTZ RD WHEELING IL 600906073 Laundry Services 1390584 IMPACT ADVISORS LLC 931 W 75TH ST NAPERVILLE IL 60565 CONSULTING SERVICES 1234716 MMODAL SERVICES LTD PO BOX 102467 ATLANTA GA 30368 TRANSCRIPTION SVCS 550827 KRAUSE CONSTRUCTION LLC 3330 EDISON AVE BLUE ISLAND IL 60406 CONSTR CONTRACTOR 357013 CASSIDAY SCHADE LLP 20 N WACKER DRIVE SUITE 1040 CHICAGO IL 606062901 LEGAL SERVICES 267956 12 931211 582091 1513302 ROUTINE REVENUE 622110 43528951 43528951 INPATIENT REVENUE 622110 139210865 139210865 OUTPATIENT REVENUE 622110 126912241 126912241 MEMBERSHIP REVENUE 621990 4025122 4025122 MEANINGFUL USE 621990 786500 786500 8107167 6406649 1700518 322570846 715543 715543 0 0 579027 579027 0 579027 2325 576702 6112121 947756 5641930 1054796 470191 -107040 363151 363151 0 0 0 DAY CARE SERVICES 624410 1275958 1275958 MASSAGE SERVICES 812190 40828 40828 PHYSICIAN SERVICES 621110 88733 88733 3305 3305 1408824 327150693 320870328 1411149 3355914 92060 92060 0 0 0 1274497 1274497 0 98567823 95696742 2871081 9477187 9204244 272943 16457502 16303700 153802 7192555 7028197 164358 0 15181 15181 212370 212370 70797 70797 0 78305 78305 23318186 22954417 363769 111237 96537 14700 2214371 1928597 285774 15957532 15769113 188419 0 1330846 1329124 1722 121023 85640 35383 0 87035 81580 5455 2513622 2513622 0 16359901 15363523 996378 4162437 4162437 SUPPLIES, DRUGS AND FOOD 45144106 44906594 237512 BAD DEBT 16115442 16115442 CONTRACTUAL SERVICES GENERAL 11891001 11888961 2040 PUBLIC ASSESSMENT FEE 9589284 9589284 16111537 15890771 220766 298465837 292275082 6190755 0 147281 162392 55016535 37128157 0 0 37748546 31791395 0 0 0 0 0 0 4146306 4845908 6058582 1276775 346335981 64246287 290467274 282089694 0 37905320 0 0 0 0 0 0 6419896 7201895 400004420 402401536 54456494 41507662 0 0 0 0 0 0 0 0 0 0 31253453 31032903 0 0 63712880 68793267 149422827 141333832 X 250581593 261067704 0 0 0 0 250581593 261067704 400004420 402401536 X 28684856 1801255 20000000 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 70797 70797 false false SUPPLEMENTAL LOBBYING INFORMATION SCHEDULE C PART II-B, LINE 1I ADVOCATE CONDELL MEDICAL CENTER IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE ILLINOIS HOSPITAL ASSOCIATION, AND THE METROPOLITAN CHICAGO HEALTHCARE COUNCIL. THESE ORGANIZATIONS, AS PART OF THEIR MISSIONS, ADVOCATE IN THE GENERAL ASSEMBLY AND IN CONGRESS ON LEGAL AND POLICY ISSUES THAT AFFECT HEALTHCARE INCLUDING QUALITY, AFFORDABILITY, PATIENT ACCESS, AND ACCREDITATION. A PORTION OF THE ANNUAL MEMBERSHIP DUES PAID TO THESE ORGANIZATIONS IS ATTRIBUTIBLE TO LOBBYING ACTIVITIES. ADVOCATE CONDELL MEDICAL CENTER ALSO REIMBURSES VARIOUS ASSOCIATES FOR DUES PAID TO VARIOUS PROFESSIONAL ORGANIZATIONS AND ALSO FOR EDUCATIONAL EXPENSES PROVIDED BY PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS. ADVOCATE CONDELL MEDICAL CENTER ENDEAVORS TO IDENTIFY THE PORTION OF OUR DUES OR FEES PAID TO THESE ORGANIZATIONS WHICH ARE ATTRIBUTIBLE TO LOBBYING ACTIVITIES. 49200000 49200000 235594879 31459251 204135628 646120 226845 419275 54211887 31954350 22257537 6683095 605841 6077254 282089694 0 THIRD PARTY SETTLEMENTS 35399670 PENSION PLAN BENEFITS 32749268 REMEDIATION COST ACCRUAL 119072 EXECUTIVE PENSION LIABILITY 46990 IBNR PROV. INSURANCE LOSS 478267 68793267 true true X true X true X 600. true true true false true true 12111312 12111312 0.04290 43639886 33074133 10565753 0.03740 55751198 33074133 22677065 0.08030 516613 516613 0.00180 1480622 1480622 0.00520 6761702 5727502 1034200 0.00370 373610 373610 0.00130 9132547 5727502 3405045 0.01200 64883745 38801635 26082110 0.09230 false 16115442 1404954 92928842 97558207 -4629365 X true true NONE 1 1 CONDELL MEDICAL CENTER

801 S MILWAUKEE AVENUE LIBERTYVILLE IL 60048

X X X CONDELL MEDICAL CENTER true true 200. true 600. true X X X X X X X true true X X X X X X X true false X X X X X true X false false 17 Condell Medical Center - Mungo BLDG

804 E Park Ave STE 10610711111 Libertyville IL 60048

Patient Care - OutPatient Condell Medical Center - Office BLDG

2 East Rollins Rd Sts 101 105 1 Round Lake Beach IL 60073

Patient Care - OutPatient Condell Medical Center - Office BLDG

6 Phillips Road Suite 1109 Vernon Hills IL 60061

Patient Care - OutPatient Condell Immediate Care Building

150 Half Day Road Suite 207 Buffalo Grove IL 60089

Patient Care - OutPatient Condell Immediate Care Building

6440 Grand Ave Suite 105 Gurnee IL 60031

Patient Care - OutPatient Condell Medical Center - Office BLDG

1170 E Belvidere Rd Various Suite Grayslake IL 60030

Patient Care - OutPatient Condell Medical Center - Office BLDG

550-560 Midlothian Road Mundelein IL 60060

Patient Care - OutPatient CONDELL MEDICAL CENTER - CENTRE CLUB

1405 HUNT CLUB ROAD GURNEE IL 60031

PATIENT CARE - OUTPATIENT Condell Medical Center - Gurnee POB

1445 Hunt Club Suite 100 103 203 Gurnee IL 60031

Patient Care - OutPatient Condell Medical Center - Gurnee Imaging

1435 N Hunt Club Gurnee IL 60031

Patient Care - OutPatient Condell Medical Center - Office BLDG

1425 Hunt Club STE 102103203304 Gurnee IL 60031

Patient Care - OutPatient Condell Medical Center - Centre Club

200 West Golf Rd Libertyville IL 60048

Patient Care - OutPatient Condell Medical CTR - Inter Gen Center

700 S Garfield Libertyville IL 60048

Patient Care - OutPatient Condell Medical Center - AMBI Center

890 Garfield Libertyville IL 60048

Patient Care - OutPatient Condell Medical Center - Office BLDG

755 Milwaukee Ave Various STE Libertyville IL 60048

Patient Care - OutPatient Condell Med Ctr-Radiation Therapy

880 Garfield Ave Libertyville IL 60048

Patient Care - OutPatient CONDELL HOME HEALTH SVCS & HOSPICE

115 W CHURCH STREET LIBERTYVILLE IL 60048

PATIENT CARE - OUTPATIENT Part VI, Line 1 - Description for Part I, Line 3c N/A Part VI, Line 1 - Description for Part I, Line 6a A SYSTEM-WIDE COMMUNITY BENEFIT REPORT IS FILED BY: ADVOCATE HEALTH CARE NETWORK 3075 HIGHLAND PARKWAY, DOWNERS GROVE, IL 60515 EIN 36-2167779 PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7 A COST-TO-CHARGE RATIO, DERIVED FROM SCHEDULE H INSTRUCTIONS WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7A. SCHEDULE H INSTRUCTIONS WORKSHEET 3, UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS, WAS USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINE 7B. A COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE AMOUNTS REPORTED IN THE TABLE FOR PART I, LINES 7E, 7F, 7G, AND 7I. PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7E Advocate Condell Medical Center (ACMC) provides Community Health Improvement services to the communities in which it serves. ACMC provides language services to all those in need in order to provide better access to care for all community members. In addition, other programs are carried out with the express purpose of improving community health, access to health services and general health knowledge. These services do not generate patient bills, however, certain programs or services may have nominal fees. These services and programs include cancer support groups. These groups focus on educating the newly diagnosed and providing information on better living for survivors. Colorectal cancer screening are also provided; various programs regarding joint pain and replacement including treatment options and information on pain relief; various women and baby, breastfeeding, multiples, childbirth and parenting and sibling classes; various educational programs and support groups to raise awareness of heart disease. diabetes and stroke risk factors and treatment options and education for living with the disease; there are various programs regarding health eating; CPR training is offered to the community as well as various other wellness and screening programs and health fairs are offered throughout the year. Adult day care is provided to the community as well. PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7G ACMC provides subsidized health services to the community. These services are provided despite creating a financial loss for ACMC. These services are provided because they meet an identified community need. If ACMC did not provide the clinical service, it is reasonable to conclude that these services would not be available to the community. The services included are both inpatient and outpatient programs for chemical dependency health services, orthopedic and hospice services. PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7H ACMC CONDUCTS NUMEROUS RESEARCH ACTIVITIES FOR THE ADVANCEMENT OF MEDICAL AND HEALTH CARE SERVICES. HOWEVER, THE UNREIMBURSED COST OF SUCH RESEARCH ACTIVITIES IS NOT READILY DETERMINABLE AND NO AMOUNT IS BEING REPORTED FOR PURPOSES OF THE 2012 FORM 990, SCHEDULE H. PART VI, LINE 1 DESCRIPTION FOR PART I, LINE 7, COLUMN (F) $16,115,442 OF BAD DEBT EXPENSE WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT WAS REMOVED FROM THE DENOMINATOR FOR PURPOSES OF SCHEDULE H, PART I, LINE 7, COLUMN (F). PART VI, LINE 1 DESCRIPTION FOR Part II N/A PART VI, LINE 1 DESCRIPTION FOR Part III, Line 4 THE FOOTNOTES TO ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES' AUDITED FINANCIAL STATEMENTS DO NOT SPECIFICALLY ADDRESS BAD DEBT EXPENSE; RATHER, THE FOOTNOTE DESCRIBES ADVOCATE'S PATIENT ACCOUNTS RECEIVABLE POLICY AND THE PERCENTAGE OF ACCOUNTS RECEIVABLE THAT THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERS (SEE PAGE 10 OF THE AUDITED FINANCIAL STATEMENTS). FOR 2012, FOR ADVOCATE CONDELL, THE ALLOWANCE FOR DOUBTFUL ACCOUNTS COVERED 35.51% OF NET PATIENT ACCOUNTS RECEIVABLE. PATIENT ACCOUNTS RECEIVABLE ARE STATED AT NET REALIZABLE VALUE. ACMC EVALUATES THE COLLECTABILITY OF ITS ACCOUNTS RECEIVABLE BASED ON THE LENGTH OF TIME THE RECEIVABLE IS OUTSTANDING, PAYER CLASS, HISTORICAL COLLECTION EXPERIENCE, AND TRENDS IN HEALTH CARE INSURANCE PROGRAMS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE. THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 IS BASED ON THE RATIO OF PATIENT CARE COST TO CHARGES. THE UNREIMBURSED COST OF BAD DEBT WAS CALCULATED BY APPLYING THE ORGANIZATION'S COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) TO THE ORGANIZATION'S BAD DEBT PROVISION PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS RECEIVED. ADVOCATE MAKES EVERY EFFORT TO IDENTIFY THOSE PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BY STRICTLY ADHERING TO ITS FINANCIAL ASSISTANCE POLICY. WE BELIEVE THAT ADVOCATE HAS A POPULATION OF PATIENTS WHO ARE UNINSURED OR UNDERINSURED BUT WHO DO NOT COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) WHICH COULD BE REASONABLY ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF SUFFICIENT INFORMATION HAD BEEN AVAILABLE TO MAKE A DETERMINATION OF THEIR ELIGIBILITY, WAS BASED UPON SELF PAY PATIENT ACCOUNTS WHICH HAD AMOUNTS WRITTEN OFF TO BAD DEBTS. OUR METHOD WAS TO BEGIN WITH THE SELF-PAY PORTION OF BAD DEBT EXPENSE PROVISION. THE SELF-PAY PORTION EXCLUDES THOSE PATIENTS WHO HAD CHARITY APPLICATIONS PENDING AT THE TIME OF SERVICE. THIS COST WAS THEN REDUCED BY CHARGES IDENTIFIED AS TRUE BAD DEBT EXPENSE, INCLUDING COPAYS FOR PATIENTS WHO QUALIFIED FOR LESS THAN 100% FINANCIAL ASSISTANCE, AND CHARGES FOR PATIENTS WHO APPLIED FOR FINANCIAL ASSISTANCE AND WERE DENIED. THE COST TO CHARGE RATIO WAS THEN APPLIED TO THE REMAINING CHARGES, TO DETERMINE THE VALUE (AT COST) OF PATIENT ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT. WE BELIEVE THIS PROCESS IS A REASONABLE BASIS FOR OUR ESTIMATE. AS WE ARE ONLY CONSIDERING SELF-PAY ACCOUNTS WRITTEN OFF TO BAD DEBT FOR THIS ESTIMATE, THIS ESTIMATE DOES NOT INCLUDE THE IMMEDIATE 20% DISCOUNT TO CHARGES WHICH IS APPLIED TO ALL SELF-PAY PATIENTS. IT ALSO DOES NOT INCLUDE ACCOUNT BALANCES OR CO-PAYS OF NON-SELF PAY ACCOUNTS WHICH ARE WRITTEN OFF TO BAD DEBT WHEN THE PATIENT HAS NO OTHER FINANCIAL RESOURCES TO PAY THESE AMOUNTS AND THE PATIENT DOES NOT APPLY FOR FINANCIAL ASSISTANCE. BAD DEBT AMOUNTS HAVE BEEN EXCLUDED FROM OTHER COMMUNITY BENEFIT AMOUNTS REPORTED THROUGHOUT SCHEDULE H. PART VI, LINE 1 DESCRIPTION FOR Part III, Line 8 THE SHORTFALL OF $4,629,365 ON PART III, LINE 7 IS THE UNREIMBURSED COST OF PROVIDING SERVICES FOR MEDICARE PATIENTS AND SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE PROVIDING THESE SERVICES WITHOUT REIMBURSEMENT LESSENS THE BURDENS OF GOVERNMENT OR OTHER CHARITIES THAT WOULD OTHERWISE BE NEEDED TO SERVE THE COMMUNITY. FOR ACMC'S HOSPITAL OPERATIONS, THE UNREIMBURSED COST OF MEDICARE WAS CALCULATED BY APPLYING THE ORGANIZATIONS COST TO CHARGE RATIO FROM THE MEDICARE COST REPORTS (CMS 2252-96 WORKSHEET C, PART 1, PPS INPATIENT RATIOS) AND FOR NON-HOSPITAL OPERATIONS THE COST TO CHARGE RATIO CALCULATED ON WORKSHEET 2 RATIO OF PATIENT CARE COST TO CHARGES TO THE ORGANIZATIONS MEDICARE, LESS ANY PATIENT OR THIRD PARTY PAYOR PAYMENTS AND/OR CONTRIBUTIONS RECEIVED THAT WERE DESIGNATED FOR THE PAYMENT OF MEDICARE PATIENT BILLS. PART VI, LINE 1 DESCRIPTION FOR Part III, Line 9b ACMC MAINTAINS BOTH WRITTEN FINANCIAL ASSISTANCE AND BAD DEBT/COLLECTION POLICIES. THE BAD DEBT/COLLECTION POLICY DOES NOT APPLY TO THOSE PATIENTS KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE, THEREFORE SUCH PATIENTS ARE NOT SUBJECT TO COLLECTION PRACTICES. PATIENTS ARE NOT SUBJECT TO COLLECTION PRACTICES. Part VI, Line 1 - Description for Part V, Sec B, Line 12H OTHER FACTORS USED IN DETERMINING AMOUNTS CHARGED TO PATIENTS INCLUDE: DECEASED PATIENTS WITH NO ESTATE; HOMELESS PATIENTS, OR PATIENTS WHO RECEIVE CARE IN A HOMELESS CLINIC; PATIENTS WHO QUALIFY FOR A STATE DEPARTMENT OF HUMAN SERVICES (DHS) ASSISTANCE PROGRAM, BUT HAVE NO MEDICAL COVERAGE (E.G., ILLINOIS AMI/GA, FOOD STAMP, PRESCRIPTION, WOMEN, INFANTS AND CHILDREN (WIC), WHY WAIT AND WISE WOMEN PROGRAMS); COUNTY HEALTH CLINIC PATIENTS, LEGAL ASSISTANCE FOUNDATION OF ILLINOIS REFERRALS; INDIVIDUALS WITH A VALID ADDRESS AT LOW-INCOME/SUBSIDIZED HOUSING; INCARCERATED INDIVIDUALS; INCOMPETENT INDIVIDUALS WITH COMPROMISED DIAGNOSES (E.G., SUBSTANCE ABUSE, PSYCHIATRIC); INDIVIDUALS MEETING DEFINED CREDIT REPORTING (OR OTHER EXTERNAL REPORTING) RESULT THRESHOLDS; PATIENTS WITH PRIOR HISTORY OF INABILITY TO MAKE PAYMENTS; PATIENTS WITH COURT FILED OR APPROVED BANKRUPTCY DETERMINATIONS. Part VI, Line 1 - Description for Part V, Sec B, Line 14g ACMC COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE: 1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNAGE IS CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS. 3. BROCHURES ARE PLACED IN HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS, AND INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATE'S FINANCIAL ASSISTANCE POLICY AND A FINANCIAL ASSISTANCE APPLICATION ARE GIVEN TO ALL UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATE'S WEBSITE PROMINENTLY NOTES THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE APPLICATION PROCESS, A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY, AND THE FINANCIAL ASSISTANCE APPLICATION. 6. HOSPITAL BILLS TO ALL UNINSURED PATIENTS INCLUDE A REQUEST THAT THE PATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE; AND INCLUDE A SUMMARY OF ADVOCATE'S FINANCIAL ASSISTANCE POLICY, A FINANCIAL ASSISTANCE APPLICATION AND A TELEPHONE NUMBER TO REQUEST FINANCIAL ASSISTANCE. Part VI, Line 1 - Description for Part V, Sec B, Line 17 ACMC DOES NOT PERFORM ACTIONS SUCH AS THOSE LISTED IN LINES 17 UNTIL REASONABLE EFFORTS HAVE BEEN MADE TO DETERMINE A PATIENT'S FAP ELIGIBILITY. Part VI, Line 1 - Description for Part V, Sec B, Line 18E ADVOCATE MAKES REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY UNDER ITS FAP, INCLUDING SENDS A SERIES OF LETTERS AND ATTEMPTS TO WORK WITH THE PATIENT THROUGH THE FINANCIAL COUNSELING PROCESS AND/OR PHONE CALLS. ALL CORRESPONDENCE ASKS THE PATIENT TO NOTIFY THE HOSPITAL IF HE/SHE IS EXPERIENCING "DIFFICULTY IN PAYING YOUR BILL". ADVOCATE ALSO USES EARLY OUT AND PRECOLLECTION VENDORS TO ASSIST IN OBTAINING PAYMENTS OR COLLECTING FINANCIAL ASSISTANCE ELIGIBILITY INFORMATION. THESE VENDORS HAVE THE FOLLOWING LANGUAGE IN THEIR CONTRACT: "VENDOR WILL COMMUNICATE THE ADVOCATE HEALTH CARE POLICY AND GUIDELINE TO ANY PATIENT EXPRESSING A DIFFICULTY IN PAYING THEIR BILL" AND, "VENDOR WILL MAIL THE ADVOCATE HEALTH CARE FINANCIAL ASSISTANCE APPLICATION TO ANY PATIENTS EXPRESSING A DIFFICULTY IN PAYING THEIR BILL". ADVOCATE'S BAD DEBT AGENCY CONTRACTS HAVE THE FOLLOWING LANGUAGE: "AGENCY SHALL EVALUATE EACH PATIENT WHOSE ACCOUNT IS REFERRED TO AGENCY, WHERE THE PATIENT EXPRESSES DIFFICULTY OR INABILITY TO PAY THEIR BILL, FOR ELIGIBILITY UNDER ADVOCATE'S FINANCIAL ASSISTANCE POLICY." VENDOR AND AGENCY CONTRACTS ARE STANDARD ACROSS ADVOCATE'S SYSTEM. Part VI, Line 1 - Description for Part V, Sec B, Line 20D THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO AN FAP-ELIGIBLE PATIENT FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS BASED ON A SLIDING SCALE PERCENTAGE OF ANNUAL FAMILY INCOME WHICH IS TIED TO THE FPG FAMILY INCOME LIMIT APPLICABLE TO THE PATIENT. FOR A FAMILY WITH INCOME BETWEEN TWO AND THREE TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 5% OF ANNUAL FAMILY INCOME. FOR A FAMILY WITH INCOME BETWEEN THREE AND FOUR TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 10% OF ANNUAL FAMILY INCOME. FOR AN UNINSURED FAMILY WITH INCOME BETWEEN FOUR AND SIX TIMES THE FEDERAL POVERTY LEVEL, THE MAXIMUM EXPECTED PAYMENT IS 25% OF ANNUAL FAMILY INCOME. Part VI, Line 2 - Needs assessment IN JANUARY 2011, ACMC IMPLEMENTED A NEW COMMUNITY HEALTH ACCOUNTABILITY STRUCTURE. THE OVERALL GOAL WAS TO MORE STRATEGICALLY FOCUS THE HOSPITALS COMMUNITY HEALTH PROGRAMMING TO ENSURE KEY COMMUNITY NEEDS ARE BEING ADDRESSED AND THAT THE PROGRAMS, WHETHER DEVELOPED OR SUSTAINED, MEASURABLY IMPROVE COMMUNITY HEALTH. A COMMUNITY HEALTH COMMITTEE WAS ESTABLISHED TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT USING A STANDARDIZED APPROACH. REPRESENTATIVES FROM THE HOSPITALS EXECUTIVE TEAM, PUBLIC AFFAIRS AND MARKETING, MISSION AND SPIRITUAL CARE, AND BUSINESS DEVELOPMENT AND STRATEGY DEPARTMENTS, LED BY THE HOSPITALS COMMUNITY HEALTH LEADER, MET REGULARLY DURING THE FIRST HALF OF THE YEAR. IN ADDITION, A GOVERNING COUNCIL REPRESENTATIVE FROM THE COMMUNITY WAS INVITED TO SERVE AS AN ACTIVE PARTICIPANT ON THE COMMUNITY HEALTH COMMITTEE. ADDITIONAL HOSPITAL CLINICAL TEAM MEMBERS WILL BE ADDED TO THE COMMITTEE FOR THEIR DISEASE-SPECIFIC PROGRAM EXPERTISE, AS WILL OTHER COMMUNITY REPRESENTATIVES WITH SPECIAL KNOWLEDGE OR EXPERTISE IN KEY FOCUS AREAS. THE COMMITTEE WILL CONTINUE TO MEET EACH YEAR AS PART OF THE HOSPITALS ONGOING ASSESSMENT PROCESS. DURING 2011, COMMUNITY HEALTH COMMITTEE MEMBERS ATTENDED THREE CHNA WORKSHOPS DESIGNED TO LAUNCH THE CHNA PROCESS BY EDUCATING THEM ON HOW TO CONDUCT AN ASSESSMENT, INCLUDING CUTTING EDGE THINKING ON ADDRESSING COMMUNITY NEED. USING BOTH PRIMARY AND SECONDARY COMMUNITY HEALTH DATA, THE HOSPITAL COMMITTEE IDENTIFIED ITS SERVICE AREAS KEY HEALTH NEEDS AND THEN EMPLOYED A STANDARDIZED PRIORITY SETTING PROCESS TO DETERMINE KEY HEALTH NEEDS ON WHICH TO FOCUS. DURING THE PROCESS, THE HOSPITALS AND COMMUNITYS KEY CHALLENGES AND ASSETS WERE EXAMINED, AND HOSPITAL REPRESENTATIVES ENGAGED EXTERNAL KEY INFORMANTS IN DISCUSSIONS TO DETERMINE THE POTENTIAL FOR PARTNERING WITH OTHER ORGANIZATIONS AND SHARING RESOURCES TO ADDRESS COMMUNITY NEED. CHNA RESULTS WERE SHARED AND THE SELECTED PRIORITIES WERE ENDORSED BY ACMCS PRESIDENT AND FULL GOVERNING COUNCIL. IN 2012 THE HOSPITAL'S HEALTH LEADERS WORKED TO DEEPEN THEIR ASSESSMENTS AND UNDERSTANDING OF THE ROOT CAUSE OF THEIR COMMUNITIES NEEDS THROUGH DISCUSSION WITH COMMUNITY EXPERTS AND OTHER SELECTED COMMUNITY PARTNERS. EACH YEAR THE HOSPITAL PLAN IS REVIEWED AND APPROVED BY THE HOSPITAL PRESIDENT. THE HOSPITAL PLANS ARE THEN SHARED WITH AND ENDORSED BY THE GOVERNING COUNCIL. AS ONE OF TEN HOSPITALS IN THE ADVOCATE HEALTH CARE SYSTEM, ACMCS PLAN SUMMARY WILL BE SHARED PERIODICALLY WITH THE SYSTEM LEVEL EXECUTIVE MANAGEMENT TEAM AND WITH ADVOCATE HEALTH CARES MISSION AND SPIRITUAL CARE COMMITTEE OF THE BOARD, WHICH HAS SYSTEM LEVEL OVERSIGHT OF COMMUNITY HEALTH PLANNING. Part VI, Line 3 - Patient education of eligibility for assistance ACMC ASSISTS PATIENTS WITH ENROLLMENT IN GOVERNMENT-SUPPORTED PROGRAMS FOR WHICH THEY ARE ELIGIBLE AND IN SECURING REIMBURSEMENT FROM AVAILABLE THIRD PARTY RESOURCES. FINANCIAL COUNSELING IS PROVIDED TO HELP PATIENTS IDENTIFY AND OBTAIN PAYMENT FROM THIRD PARTIES, INCLUDING ILLINOIS MEDICAID, ILLINOIS CRIME VICTIMS FUND, ETC., AS WELL AS TO DETERMINE ELIGIBILITY UNDER ACMCS FINANCIAL ASSISTANCE POLICY. ADVOCATE UTILIZES A FINANCIAL SCREENING SOFTWARE PROGRAM TO HELP IDENTIFY PUBLIC ASSISTANCE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE OR ADVOCATE'S FINANCIAL ASSISTANCE AT THE TIME OF REGISTRATION OR AS SOON AS PRACTICABLE THEREAFTER. IN ADDITION, HEALTHADVISOR, ADVOCATE'S EDUCATION REGISTRATION AND PHYSICIAN REFERRAL TELEPHONE CENTER, SERVES AS A COMMUNITY RESOURCE PROVIDING REFERRALS TO GOVERNMENT-FUNDED AND OTHER PROGRAMS VIA TELEPHONE FROM 8 A.M. TO 6 P.M., MONDAY THROUGH FRIDAY. ACMC ASSISTS PATIENTS WITH APPLYING FOR ADVOCATE'S OWN FINANCIAL ASSISTANCE SERVICES, IF PATIENTS ARE NOT ELIGIBLE FOR GOVERNMENT-SUPPORTED PROGRAMS. ACMC COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE APPLICABLE LANGUAGES OF THE HOSPITAL COMMUNITY. MEANS OF COMMUNICATION INCLUDE: 1. THE HEALTH CARE CONSENT THAT IS SIGNED UPON REGISTRATION FOR HOSPITAL SERVICES INCLUDES A STATEMENT THAT FINANCIAL COUNSELING, INCLUDING FINANCIAL ASSISTANCE CONSIDERATION, IS AVAILABLE UPON REQUEST. 2. SIGNS ARE CLEARLY AND CONSPICUOUSLY POSTED IN LOCATIONS THAT ARE VISIBLE TO THE PUBLIC, INCLUDING, BUT NOT LIMITED TO HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS. 3. BROCHURES ARE PLACED IN HOSPITAL PATIENT ACCESS, REGISTRATION, EMERGENCY DEPARTMENT, CASHIER, AND BUSINESS OFFICE LOCATIONS, AND WILL INCLUDE GUIDANCE ON HOW A PATIENT MAY APPLY FOR MEDICARE, MEDICAID, ALL KIDS, FAMILY CARE ETC., AND THE HOSPITALS FINANCIAL ASSISTANCE PROGRAM. A HOSPITAL CONTACT AND TELEPHONE NUMBER FOR FINANCIAL ASSISTANCE IS INCLUDED. 4. A HANDOUT SUMMARIZING ADVOCATES FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATION IS GIVEN TO UNINSURED PATIENTS WHO RECEIVE MEDICALLY NECESSARY HOSPITAL SERVICES AT THE EARLIEST PRACTICAL TIME OF SERVICE. 5. ADVOCATES WEBSITE POSTS NOTICE IN A PROMINENT PLACE THAT FINANCIAL ASSISTANCE IS AVAILABLE, WITH AN EXPLANATION OF THE FINANCIAL ASSISTANCE APPLICATION PROCESS, AND ENABLE PRINTING OF THE FINANCIAL ASSISTANCE APPLICATION. 6. HOSPITAL BILLS TO UNINSURED PATIENTS INCLUDE A REQUEST THAT THE PATIENT INFORM THE HOSPITAL OF ANY AVAILABLE HEALTH INSURANCE COVERAGE, AND INCLUDE A SUMMARY OF ADVOCATES FINANCIAL ASSISTANCE POLICY, A FINANCIAL ASSISTANCE APPLICATION, AND A TELEPHONE NUMBER TO REQUEST FINANCIAL ASSISTANCE. Part VI, Line 4 - Community Information ADVOCATE HEALTH CARE NETWORKS PRIMARY SERVICE AREA COVERS THE SIX-COUNTY, CHICAGO METROPOLITAN AREA. THESE COUNTIES INCLUDE COOK, DUPAGE, KANE, LAKE, MCHENRY, AND WILL. ACMC PRIMARILY SERVES THE COMMUNITY OF LAKE COUNTY. THE POPULATION IN ADVOCATES SERVICE AREA IS DESCRIBED BY THE FOLLOWING DEMOGRAPHIC CHARACTERISTICS: TOTAL POPULATION, POPULATION BY GROUP, RACE/ETHNIC DISTRIBUTION AND KEY SOCIO-ECONOMIC INDICATORS. THE CHICAGO METROPOLITAN AREA IS EXPECTED TO CONTINUE TO GROW FROM 2012 TO 2016, WITH THE POPULATION REACHING NEARLY 8.48 MILLION PEOPLE BY 2017. WHILE THE OVERALL AREA IS EXPECTED TO GROW 1.5%, SEVERAL OF THE COLLAR COUNTIES WILL EXPERIENCE HIGHER GROWTH INCLUDING KANE COUNTY (7.6%) AND WILL COUNTY (9.1%). THE 65+ AGE GROUP IS EXPECTED TO HAVE THE LARGEST INCREASE IN POPULATION (13.3%) FROM 2012 TO 2017, FOLLOWED BY THE 45-64 AGE GROUP (5.1%). THE 18-44 AGE GROUP IS EXPECTED TO DECLINE 3.4%, WHILE THE POPULATION AGES 0-17 IS EXPECTED TO INCREASE SLIGHTLY (.1%). WHILE THESE ARE THE TRENDS ACROSS THE OVERALL METRO AREA, THE TRENDS VARY IN GREAT DEGREE BY COUNTY. A WIDE RANGE OF DIVERSITY EXISTS AMONG THE COMMUNITIES SERVED BY EACH OF OUR HOSPITALS. ASIANS AND HISPANICS ARE PROJECTED TO CONTINUE TO BE THE TWO FASTEST GROWING RACE/ETHNIC GROUPS FROM 2012 TO 2017 (12.6% AND 10.7% GROWTH EXPECTED, RESPECTIVELY). THE SOCIO-ECONOMIC STATUS OF THE CHICAGO AREA ALSO VARIES BY COUNTY. IN COOK COUNTY, NEARLY 23 PERCENT OF THE HOUSEHOLDS HAVE A HOUSEHOLD INCOME UNDER THE FEDERAL POVERTY LEVEL WITH ANNUAL INCOMES BELOW THE $25,000 THRESHOLD. IN THE COLLAR COUNTIES, TEN TO THIRTEEN PERCENT OF THE HOUSEHOLDS ARE SUBSISTING ON LESS THAN $25,000 A YEAR. OVERALL, THE NUMBER OF PEOPLE ON MEDICAID HAS INCREASED FROM 2011 TO 2012 AND THE NUMBER OF UNINSURED INDIVIDUALS HAS INCREASED FROM 2011 TO 2012 BY 0.3%. IN HOUSEHOLDS THAT ARE STRUGGLING ECONOMICALLY, ACCESS TO HEALTH CARE CAN BE LIMITED EITHER BECAUSE OF A LACK OF SERVICES AVAILABLE WITHIN THE MARKET OR BECAUSE AN INDIVIDUALS FINANCIAL CHALLENGES DETER THAT PERSON FROM SEEKING CARE. LACK OF PREVENTIVE CARE OR CARE FOR CHRONIC ILLNESSES BRINGS MORE ACUTELY ILL PATIENTS TO THE HOSPITAL. ACMC PROVIDES QUALITY MEDICAL HEALTH CARE TO VARIOUS COMMUNITIES IN THE CHICAGOLAND AREA REGARDLESS OF RACE, CREED, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. IN 2012, ADVOCATE CONDELL EXPERIENCED 118,253 INPATIENT ADMISSIONS, 4,195,456 OUTPATIENT VISITS. Part VI, Line 5 - Promotion of community health In addition to providing quality inpatient and outpatient services at its multiple sites of care, ACMC reaches beyond its walls and into communities through a wide array of activities and programs designed and delivered to benefit the communities it serves. These community benefits include: *Care that is provided free, subsidized or without full reimbursement from Medicare, Medicaid or other government insurance programs. *Services responding to unique community needs, such as trauma services, emergency care, neonatal intensive care, behavioral health services, parish nursing and congregational health ministries, as well as health screenings, immunization programs, school-based health care and other community outreach programs. *Education to train physicians, nurses, radiology technicians, physical therapists, EMTs, clinical pastors and a host of other highly skilled health care professionals. *Volunteer services provided by hospital employees who volunteer in their communities and community members who volunteer at hospitals. *Language-assistance services, such as interpreters and translation services for signage, forms, brochures, patient health education materials and other information in languages other than English. *Donations by Advocate hospitals of meeting and clinic space, used medical supplies and equipment, as well as other assistance to community groups. Through Advocate's own programs and services, as well as its participation in the community, Advocate promotes a shared approach to community benefits. Examples include: *Advocate Health Care is dedicated to providing expert emergency care to the most critically injured people in Chicago - today and in the future. Advocate's five Level I Trauma Centers and two Level II Trauma Centers provide care to nearly 20 percent of Chicagoland's trauma patients. In 2012, Advocate Christ Medical Center in Oak Lawn, Advocate Good Samaritan Hospital in Downers Grove, ACMC in Libertyville, Advocate Illinois Masonic Medical Center on Chicago's North Side and Advocate Lutheran General Hospital in Park Ridge handled a total of 303,625 visits, including 10,461 trauma cases. Advocate's Level II Trauma Centers - Advocate BroMenn Medical Center in Normal and Advocate Good Shepherd Hospital in Barrington - together provided care for 69,947 emergency department visits. *Since 1995, Advocate Health Care's Office for Mission and Spiritual Care has provided clinical chaplains and ethicists who offer support and services to individuals and families facing medical crisis. In addition, through its Congregational Health Partnerships and Parish Nurse Ministry programs, Advocate extends its reach into the community, working with churches, social service organizations, governmental agencies and other community partners to address community needs. Advocate's spiritual leaders also oversee a nationally accredited Clinical Pastoral Education program. Training 100 students each year, this program is one of the largest in the country, providing opportunities for seminary students and local health leaders to grow and develop spiritual care ministry skills. *Senior Advocate, a free membership program for adults ages 65 and older, offers services throughout the year to help keep older adults healthy and active. Flu shots and health lectures, as well as health insurance counseling to help with hospital billing paperwork (available at several Advocate hospitals), are a few of the benefits received by Senior Advocate members. A few examples of Advocate's leadership in serving uninsured and underinsured individuals and families are: *Advocate offers a very generous charity care program - requiring no payments from the patients most in need, and providing discounts to uninsured patients earning up to six times the federal poverty level and to insured patients earning up to four times the poverty level. Advocate considers an individual's extenuating circumstances to qualify patients for charity care and, in certain cases, determines a patient's eligibility using Advocate or public records ("presumptive eligibility"). Advocate is also one of the largest providers of health care services to Medicaid and Medicare patients in Chicago and the surrounding suburbs. *ACMC COLLABORATES WITH EMERGENCY MEDICAL SERVICE PROVIDERS TO SHARE BEST-PRACTICE INFORMATION THROUGHOUT ADVOCATE SITES AS WELL AS OTHER NON-ADVOCATE MEDICAL PROVIDERS. ACMC IS A RESOURCE HOSPITAL FOR ILLINOIS REGION 10, WHICH REQUIRES ACMC TO COORDINATE ONGOING TRAINING IN EMERGENCY RESPONSE TO A MASS CASUALTY SITUATION OR OTHER DISASTER. THESE EDUCATION PROGRAMS AND TRAINING EXERCISES INVOLVE EVERY EMERGENCY PROVIDER IN THE AREA, BOTH INSIDE AND OUTSIDE OF ADVOCATE, AS WELL AS THE LAKE COUNTY HEALTH DEPARTMENT AND OTHER REGIONAL ORGANIZATIONS AS APPROPRIATE. ACMC ALSO OFFERS EDUCATIONAL TRAINING COURSES FOR INDIVIDUALS TO EARN PARAMEDIC CERTIFICATION. *ACMC CLINICIANS PROVIDE CARE TO THE COMMUNITY FOR MINOR INJURIES AND ILLNESSES THROUGH ACMC'S IMMEDIATE CARE CENTERS REGARDLESS OF THE PATIENT'S ABILITY TO PAY. EXERCISE PHYSIOLOGISTS AND PHYSICAL THERAPISTS ALSO PROVIDE SPORTS MEDICINE CONSULTATIONS AT LOCAL HIGH SCHOOLS AND COLLEGES. PHYSICIANS, NURSES AND OTHER CLINICIANS LEAD PRENATAL/CHILDBIRTH AND PARENTING EDUCATION CLASSES AND DIABETES EDUCATION CLASSES AS WELL AS SUPPORT GROUPS FOR DIABETES EDUCATION, HEART DISEASE, BREAST AND OTHER CANCERS, LACTATION/BREAST FEEDING, BEREAVEMENT/LOSS AND CAREGIVERS. ACMC PARTNERS WITH THE LAKE COUNTY DEPARTMENT OF PUBLIC HEALTH TO PROVIDE IMAGING SERVICES AT RATES SIGNIFICANTLY BELOW COST, AS WELL AS HOSTS MONTHLY REDUCED-FEE CHILD IMMUNIZATION CLINICS. Advocate is focusing on community health programs and initiatives that improve the quality of life throughout the Chicago region. Examples include: *ACMC'S DAY CENTER ADULT DAY CARE PROGRAM FILLS A GAP IN CONTINUITY OF CARE FOR CLIENTS WHO ARE UNABLE TO LIVE INDEPENDENTLY. ACMC'S PROGRAM COMBINES ADULT DAY CARE WITH THERAPEUTIC AND PERSONAL CARE SERVICES. GIVEN THAT THE PROGRAM IS LOCATED ADJACENT TO OTHER HOSPITAL SERVICES, CLIENTS CAN RECEIVE PHYSICAL, SPEECH AND OCCUPATIONAL THERAPY FROM A LICENSED THERAPIST. IN ADDITION, BATHING ASSISTANCE, BEAUTICIAN/BARBER AND PODIATRY CARE ARE AVAILABLE AS A SERVICE TO THE CLIENT AND CAREGIVER. COMPREHENSIVE ADULT DAY CARE ALLOWS THE CAREGIVER TO REMAIN EMPLOYED AND/OR RECEIVE MUCH NEEDED RESPITE, THUS ALLOWING CLIENTS WITH FRAILTIES OR DEMENTIA TO REMAIN IN THE COMMUNITY AND AVOID OR DELAY THE ADDITIONAL EXPENSE OF LONG-TERM CARE. ACMC'S PROGRAM ACCEPTS CLIENTS WITH A HIGHER ACUITY THAN OTHER LOCAL PROGRAMS, CARING FOR PATIENTS IN THE LATER PART OF MIDDLE-STAGE ALZHEIMER'S. ACMC ALSO WORKS WITH THE VETERAN'S ADMINISTRATION TO PROVIDE SERVICES FOR THEIR PATIENTS UNDER THE CARE OF AN ON-SITE REGISTERED NURSE. *ACMC'S PACT (PEDIATRIC ALTERNATIVES IN CREATIVE THERAPY) PROGRAM IS A UNIQUE MEDICAL SUPPORT SERVICE IN LAKE COUNTY FOR CHILDREN AND TEENS WITH NEUROMUSCULAR DISORDERS, SUCH AS SPINA BIFIDA, CEREBRAL PALSY, HEAD TRAUMA AND SPINAL CORD INJURIES, AS WELL AS THOSE WITH DEVELOPMENTAL DELAY AND SPEECH-LANGUAGE DISORDERS. PACT ALSO TREATS CHILDREN WITH GENETIC AND CONGENITAL ANOMALIES, STRUCTURAL ABNORMALITIES, SUCH AS CLEFT PALATE, AND HEARING/VISION PROBLEMS, SENSORY INTEGRATION DYSFUNCTION AND THOSE RECEIVING RADIATION OR CHEMOTHERAPY TREATMENTS. PACT'S INTERDISCIPLINARY TEAM OF PROFESSIONALS, INCLUDING PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, AND SPEECH-LANGUAGE PATHOLOGIST, PARTNERS WITH THE FAMILIES, SCHOOLS, PHYSICIANS AND COMMUNITY TO PROVIDE COMPREHENSIVE INTERVENTION, AS WELL AS AN INDIVIDUALIZED TREATMENT PROGRAM FOR EACH CHILD. Advocate maintains and continues to actively expand its partnerships and relationships with a wide variety of organizations, including religious organizations, neighborhood groups and outreach and resource programs. Examples include: *Advocate sponsors 18 Advocate parish nurses serving 24 congregations and 13 network nurses serving 13 congregations who provide health education, wellness promotion, health screenings, advocacy and spiritual support to faith communities in Advocate's city and suburban hospital service areas. *ACMC's Sexual Assault Nurse Examiner (SANE) program opened in 2011, and remains the only Lake County program with certified sexual assault nurse examiners available 24 hours, 7 days a week. These highly trained practitioners not only provide compassionate care to victims, but also are able to collect forensic evidence, counsel the victim, and testify in court helping the victim through the entire process. In addition, the SANE program coordinator works closely with local rape advocates, law enforcement and prosecutors to assure victims of sexual assault in Lake County receive the best care possible. In 2012, ACMC's SANE coordinator, Jennifer Slominski, received the Justice Award from Lake County State's Attorney Michael J. Waller for her role in helping the prosecution o STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI IL, true AMERICAN CANCER SOCIETY 100 TRI-ST INTL PKWY LINCOLNSHIRE IL 60069 131788491 501(c)3 12000 RELAY FOR LIFE PROGRAM HEALTHREACH INC 1800 GRAND AVENUE WAUKEGAN IL 60085 363816410 501(c)3 62500 SUPPORT EXEMPT MISSION 2 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants ADVOCATE CONDELL MEDICAL CENTER SUPPORTS ONLY NONPROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT ARE CONSISTENT WITH AND COMPLEMENTARY TO THE MISSION AND CHARITABLE, TAX-EXEMPT PURPOSES OF ADVOCATE CONDELL MEDICAL CENTER. CASH CONTRIBUTIONS ARE NOT MADE TO INDIVIDUALS, FOR PROFIT BUSINESSES OR PRIVATE PROVIDERS. X X X X true true false false false false false true false James Skogsbergh 0 1166837 0 1597560 0 829328 0 667330 0 31556 0 4292611 0 632803 William P Santulli 0 728878 0 926710 0 458754 0 387090 0 35707 0 2537139 0 357548 Lee B Sacks MD 0 574877 0 685044 0 437218 0 295605 0 24560 0 2017304 0 267698 James Dan MD 0 451202 0 498525 0 662448 0 219645 0 23545 0 1855365 0 193028 James Doheny 0 279518 0 108000 0 34979 0 23128 0 34875 0 480500 0 0 Kelly Jo Golson 0 322517 0 201372 0 213680 0 106589 0 4720 0 848878 0 56288 Kevin Brady 0 384526 0 165597 0 126100 0 203335 0 35502 0 915061 0 0 Gail D Hasbrouck 0 409858 0 350179 0 276424 0 153345 0 24319 0 1214124 0 127906 Dominic J Nakis 0 536374 0 685044 0 353129 0 295605 0 24452 0 1894604 0 267698 Scott Powder 0 282344 0 210837 0 137842 0 96117 0 31486 0 758625 0 71716 Bruce D Smith 0 424675 0 365184 0 238075 0 158896 0 33262 0 1220093 0 133402 Rev K Bender Schwich 0 122690 0 65722 0 34880 0 140301 0 78963 0 442556 0 0 Ann Errichetti MD 270273 0 437902 0 252132 0 23128 0 8257 0 991692 0 171322 0 Dominica Tallarico 114743 191437 50000 67679 21198 35374 83409 14462 13455 22454 282805 331406 0 0 Debra Susie-Lattner 265662 0 5000 0 5731 0 14396 0 14784 0 305573 0 0 0 Gwenn Leschke 9035 0 39930 0 227077 0 6546 0 16089 0 298677 0 197136 0 David Cemate 205587 0 43232 0 -659 0 23128 0 27041 0 298330 0 0 0 Mary Hillard 191615 0 38009 0 -3452 0 21469 0 28486 0 276127 0 0 0 David Cartwright 182181 0 39930 0 -1068 0 20812 0 26931 0 268786 0 0 0 Jose Elizondo MD 0 193914 0 34038 0 3270 0 21748 0 16126 0 269096 0 0 Ben Grigaliunas 0 17819 0 457173 0 619329 0 118300 0 23104 0 1235725 0 629173 Supplemental Compensation Information PART I, LINE 4A SEVERANCE PAYMENTS BEN GRIGALIUNIS, SENIOR VICE PRESIDENT, HUMAN RESOURCES, TERMINATED HIS EMPLOYMENT WITH AHHC IN 2011 AND RECEIVED SEVERANCE OF $452,151 IN 2012. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). GWENN LESCHKE, VICE PRESIDENT, HUMAN RESOURCES, TERMINATED HER EMPLOYMENT WITH CONDELL IN 2011 AND RECEIVED SEVERANCE OF $197,136 IN 2012. THIS AMOUNT WAS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AND IS LISTED AS A COMPONENT OF COLUMN (F). PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN BEN GRIGALIUNAS, SENIOR VICE PRESIDENT-HUMAN RESOURCES, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. GAIL HASBROUCK, SENIOR VICE PRESIDENT-GENERAL COUNSEL AND CORPORATED SECRETARY, IS VESTED IN A NON-QUALIFIED RETIREMENT PLAN. AS SUCH ANY CONTRIBUTIONS ARE TAXED CURRENTLY. THERE IS NO DEFERRED COMPONENT. ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: JAMES SKOGSBERGH, BEN GRIGALIUNAS, BRUCE SMITH, DOMINIC NAKIS, GAIL HASBROUCK, LEE SACKS M.D., SCOTT POWDER, WILLIAM SANTULLI, JAMES DAN M.D., KELLY JO GOLSON, ANN ERRICHETTI AND DOMINICA TALLARICO. THE FOLLOWING EMPLOYEES HAVE NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: KATHIE BENDER SCHWICH. PART I, LINE 7 INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY. EVANGELICAL SERVICES CORPORATION SHARED BOARD MEMBER 160566892 EXPENSE ALLOCATION false EVANGELICAL SERVICES CORPORATION SHARED BOARD MEMBER 862780 EXPENSE REIMBURSEMENT false DESCRIPTION OF BOARD DELEGATING POWERS TO EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATIONS BYLAWS PROVIDE THAT THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE SAME COMPOSITION AND MEMBERS AS THE EXECUTIVE COMMITTEE OF THE CORPORATE MEMBER. THE CORPORATE MEMBERS EXECUTIVE COMMITTEE HAS NINE MEMBERS, CONSISTING OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE PRESIDENT, THE CHAIRPERSONS OF THE FINANCE, PLANNING, HEALTH OUTCOMES AND MISSION AND SPIRITUAL CARE COMMITTEES, AND TWO OTHER DIRECTORS. THE PAST CHAIRPERSON OF THE BOARD OF DIRECTORS MAY SERVE AS AN EX-OFFICIO MEMBER OF THE COMMITTEE, WITH VOTE. EACH OF THE EXECUTIVE COMMITTEES MEMBERS IS ON THE BOARD. THE SCOPE OF THE EXECUTIVE COMMITTEES AUTHORITY INCLUDES: BE RESPONSIBLE FOR PLANNING EDUCATIONAL PROGRAMS FOR THE BOARD OF DIRECTORS; CONDUCT AN EVALUATION OF THE MEMBERS OF THE BOARD OF DIRECTORS; HAVE SUCH AUTHORITY AS SHALL BE DELEGATED BY THE BOARD OF DIRECTORS; AND ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE AS A BODY TO THE BOARD OF DIRECTORS. DESCRIPTION OF BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 AS DR. JAMES DAN, GAIL HASBROUCK, JAMES DOHENY, AND DOMINIC NAKIS ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. AS DR. JAMES DAN, GAIL HASBROUCK, JAMES DOHENY, AND SCOTT POWDER ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. AS DR. JAMES DAN AND DR. LEE SACKS ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. AS DR. JAMES DAN, GAIL HASBROUCK, JAMES DOHENY, SCOTT POWDER, AND WILLIAM SANTULLI ARE EITHER DIRECTORS OR OFFICERS OF WHOLLY OWNED ADVOCATE ENTITIES, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP PURSUANT TO THE INSTRUCTIONS FOR FORM 990. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 BY-LAWS PROVIDE FOR CORPORATE MEMBERS. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A THE NOT FOR PROFIT CORPORATIONS OF ADVOCATE HEALTH CARE, WITH THE EXCEPTION OF ADVOCATE HEALTH CARE NETWORK, HAVE CORPORATE MEMBERS WHO ELECT DIRECTORS. ADVOCATE HEALTH CARE NETWORK DOES NOT HAVE ANY MEMBERS, THEREFORE, THE AHCN BOARD ELECTS ITS DIRECTORS. THE FOR PROFIT ORGANIZATIONS HAVE A SOLE SHAREHOLDER WHO ELECTS DIRECTORS. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, QUESTION 7B THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE HEALTH CARE NETWORK: APPOINT OUTSIDE AUDITORS AND ESTABLISH AND REVISE ALL FINANCIAL CONTROL POLICIES, AND ANY CHANGES TO SUCH POLICIES, BEFORE SUCH POLICIES OR CHANGES BECOME EFFECTIVE; CAUSE THE CORPORATION TO PAY, LOAN OR OTHERWISE TRANSFER PROPERTY AND FUNDS TO OTHER ENTITIES AFFILIATED WITH THE CORPORATE MEMBER; AMEND THE BYLAWS WITHOUT ACTION OR APPROVAL BY THE BOARD OF DIRECTORS (AFTER TEN DAYS NOTICE TO THE CORPORATIONS BOARD OF DIRECTORS OF THE PROPOSED AMENDMENT(S) WITH AN OPPORTUNITY FOR BOARD MEMBERS TO CONSULT WITH THE CORPORATE MEMBER REGARDING THE PROPOSED AMENDMENT; APPROVAL OF THE OVERALL MISSION, PHILOSOPHY AND VALUES STATEMENTS AND ANY AMENDMENTS OR SUPPLEMENTS TO SUCH STATEMENTS; APPROVAL OF THE OVERALL STRATEGIC PLANS; APPROVAL OF ALL OVERALL OPERATING AND CAPITAL BUDGETS BEFORE ANY EXPENDITURE, PURSUANT TO SUCH BUDGETS ARE MADE OR COMMITTED, AND APPROVAL OF ALL EXPENDITURES ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF THE INCURRENCE OR GUARANTEE OF ANY INDEBTEDNESS FOR BORROWED MONEY WHICH HAS NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR WHICH IS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL TRANSFERS OF OWNERSHIP OR DONATIONS OF ASSETS ABOVE ANY LIMIT THAT MAY BE ESTABLISHED BY THE BOARD OF THE CORPORATE MEMBER; APPROVAL OF ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION BEFORE THEY BECOME EFFECTIVE; APPROVAL OF ANY MERGER, CONSOLIDATION, OR DISSOLUTION; AND APPROVAL OF THE CREATION OF OR AFFILIATION WITH ANY SUBSIDIARY OR AFFILIATE, BEFORE SUCH ENTITY IS CREATED OR THE ENTRANCE INTO ANY JOINT VENTURE IF THE CONTEMPLATED ACTIVITY WILL INVOLVE THE EXPENDITURE OF FUNDS OR THE ASSUMPTION OF OBLIGATIONS WHICH HAVE NOT ALREADY BEEN APPROVED AS A PART OF THE BUDGET APPROVAL PROCESS OR REQUIRE MEMBER APPROVAL UNDER THE FINANCIAL CONTROL POLICIES. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B ADVOCATES TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATIONS FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATIONS TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE / CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATES OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTORS AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATIONS TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. AT THE NOVEMBER AUDIT COMMITTEE MEETING, THE VP OF FINANCE / CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER COORDINATED A REVIEW OF THE FORM 990 WITH COMMITTEE MEMBERS, AS THE AUDIT COMMITTEE IS THE COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH OVERSIGHT OF AUDIT AND TAX MATTERS. THE VP OF FINANCE / CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER RESPONDED TO THE AUDIT COMMITTEE MEMBERS QUESTIONS AND PROVIDED THE OPPORTUNITY FOR DETAILED DISCUSSION OF THE FORM 990. THE CHANGES IDENTIFIED WERE INCORPORATED, AND THEN A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATIONS BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS 'INTERESTED PERSONS'). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSONS SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUALS JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTIONS 15A & 15B EXECUTIVE COMPENSATION AT THE ADVOCATE HEALTH CARE NETWORK AND SUBSIDIARIES IS BASED ON A BOARD OF DIRECTORS' APPROVED STRATEGY THAT GUIDES THE CORPORATION IN ESTABLISHING COMPENSATION OPPORTUNITIES FOR EXECUTIVES, MANAGERS, PROFESSIONALS, AND ALL EMPLOYEES. IN THIS STRATEGY, SPECIFIC MARKET COMPARISONS ARE IDENTIFIED AND THE DESIRED LEVEL OF COMPETITIVENESS IN THOSE MARKETS SPECIFIED. IN ADDITION, THE LINKAGE OF EXECUTIVE PAY TO PERFORMANCE IS ARTICULATED AND HOW THIS RELATIONSHIP IS TO BE MAINTAINED IS OUTLINED. TO SUPPORT AND IMPLEMENT THE COMPENSATION STRATEGY, FIVE BASIC ELEMENTS ARE UTILIZED. THESE ELEMENTS ARE: - A SOLID, RELIABLE AND TESTED JOB EVALUATION METHODOLOGY - ACCURATE, QUALITY AND RELEVANT COMPENSATION SURVEY INFORMATION - A CONSISTENT ANNUAL PROCESS FOR UPDATING THE COMPENSATION LEVELS - AN ACTIVE BOARD REVIEW PROCESS THAT ASSURES COMPLIANCE WITH THE COMPENSATION STRATEGY AND ON-GOING REVIEW OF THE PERFORMANCE OF THE ORGANIZATION, AND - ACTIVE, EXTERNAL REVIEW AND AUDITING OF COMPENSATION BY EXTERNAL INDEPENDENT CONSULTANTS. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING SITES: DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC) AND EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS). THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENT OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, QUESTION 9 Distribution to AHHC: $20,000,000 ADVOCATE HEALTH & HOSPITALS CORPORATION 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 362169147 HEALTH CARE IL 501(C)(3) 3 AHCN false ADVOCATE CHARITABLE FOUNDATION 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 363297360 FUNDRAISING IL 501(C)(3) 7 AHCN false ADVOCATE HEALTH CARE NETWORK 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 362167779 PARENT CORP IL 501(C)(3) 11-III-FI NA false EHS HOME HEALTH CARE SERVICE INC 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 362913108 HOME CARE IL 501(C)(3) 9 AHHC true ADVOCATE NORTH SIDE HEALTH NETWORK 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 363196629 HEALTH CARE IL 501(C)(3) 3 AHHC true MERIDIAN HOSPICE 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 363158667 HOSPICE CARE IL 501(C)(3) 9 EHSHHCS false HISPANO CARE INC 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 363606486 HEALTH CARE IL 501(C)(3) 9 ANHN false DREYER MERCY AMB SURGERY CNTR 1221 N HIGHLAND AVE AURORA IL 60506 363890298 MEDICAL SERVICES IL NA ADVOCATE HEALTH CENTERS INC 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 364217291 MEDICAL SERVICES IL NA C CORP ADVOCATE HOME CARE PRODUCTS 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 363315416 HEALTH SERVICES IL NA C CORP DREYER CLINIC INC 1877 W DOWNER PLACE AURORA IL 60515 362690329 MEDICAL SERVICES IL NA C CORP ADVOCATE INSURANCE SPC 23 LIME TREE BAY AVE GOV SQ BLDG 4 GRAND CAYMAN CJ 980422925 INSURANCE CJ NA C CORP EVANGELICAL SERVICES CORPORATION 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 363208101 MGMT SERVICES IL NA C CORP HIGH TECHNOLOGY INC 3075 HIGHLAND PARKWAY SUITE 600 DOWNERS GROVE IL 60515 363368224 MEDICAL SERVICES IL NA C CORP PARKSIDE CENTER CONDO ASSOCIATION 1775 WEST DEMPSTER STREET PARK RIDGE IL 60068 363452486 PROPERTY MGMT IL NA C CORP MIDWEST HEART SPECIALISTS LTD 1901 S MEYERS RD SUITE 350 OAKBROOK TERRACE IL 60181 362841923 MEDICAL SERVICES IL NA C CORP BROMENN PHYSICIAN MANAGEMENT CORPORATION 371313150 MEDICAL SERVICES IL NA C CORP CENTER FOR ENDOSCOPY LLC 22285 PEPPER ROAD LAKE BARRINGTON IL 60010 262387298 HEALTH SERVICES IL NA C CORP false true true false false false false false false false true true true false false true true true true ADVOCATE HEALTH & HOSPITALS CORPORATION B 20000000 COST ADVOCATE HEALTH & HOSPITALS CORPORATION K 306694 COST ADVOCATE HEALTH & HOSPITALS CORPORATION M 31238076 COST ADVOCATE HEALTH & HOSPITALS CORPORATION P 51724660 COST ADVOCATE HEALTH & HOSPITALS CORPORATION R 322932 COST ADVOCATE HEALTH & HOSPITALS CORPORATION L 1562211 COST ADVOCATE HEALTH & HOSPITALS CORPORATION Q 14615768 COST ADVOCATE HEALTH & HOSPITALS CORPORATION S 4249559 COST