Aurora Health Care Inc, Aurora Uw Academic Medical Group In in Milwaukee, Wisconsin (WI)

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Aurora Health Care Inc, Aurora Uw Academic Medical Group In
Employer Identification Number (EIN)391136738
Name of OrganizationAurora Health Care Inc
Secondary NameAurora Uw Academic Medical Group In
AddressPO BOX 343910, Milwaukee, WI 53234-3910
ActivitiesCare and housing for the aged (see also 382), Housing for the aged (see also 153)
SubsectionCharitable Organization
Ruling Date05/2010
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2009
Assets$1,000,000 to $4,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$1,620,356
Amount of Income$26,909,972
Form 990 Revenue Amount$26,909,972
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Hospital, General


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Amount of income in 2009: $26,909,972
This organization: 

 $26,909,972
Other organizations performing similar types of work: 

 $17,721,162

Assets in 2009: $1,620,356
This organization: 

 $1,620,356
Other organizations performing similar types of work: 

 $15,703,352

Expenses in 2006: $4,687,528
This organization: 

 $4,687,528
Other organizations performing similar types of work: 

 $16,206,641

Income to expenses ratio in 2006: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2006: 78.2%
This organization: 

 78.2%
Other organizations performing similar types of work: 

 86.7%

Grants share in income in 2006: 0.0%
Aurora Health Care Inc, Aurora Uw Academic Medical Group In: 

 0.0%
Other organizations performing similar types of work: 

 0.5%

Financial snapshot ($)

Revenue for 2006

Assets at end of 2006

Expenses for 2006

Functional Expenses for 2006 ($)

Income-Producing Activities for 2006

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032006
Total revenue$7,951,820$7,582,018$8,076,204$8,714,249$4,687,528
Contributions, gifts, grants, and similar amounts received$11,778$172,190$79,815$635,328$0
Contributions to donor advised funds$0
Direct public support$11,778$172,190$79,815$635,328$0
Indirect public support$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0
Program service revenue including government fees and contracts$7,922,271$7,394,578$7,989,720$8,072,553$4,681,724
Membership dues and assessments$0$0$0$0$0
Interest on savings and temporary cash investments$17,771$15,250$6,669$6,368$0
Dividends and interest from securities$0$0$0$0$5,777
Net rental income or (loss)$0$0$0$0$0
Gross rents$0$0$0$0$0
Less: rental expenses$0$0$0$0$0
Other investment income$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0
Gross revenue$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0
Other revenue$0$0$0$0$27
Total expenses$10,347,214$10,478,068$9,943,325$11,722,281$4,687,528
Program services$9,483,977$9,678,115$9,183,514$10,400,885$3,666,805
Management and general$863,237$799,953$759,811$1,321,396$1,020,723
Fundraising$0$0$0$0$0
Payments to affiliates$0$0$0$0$0
Net assets or fund balances at end of year$-10,535,738$-13,342,961$-15,210,863$-18,253,414$-11,875
Excess or (deficit) for the year$-2,395,394$-2,896,050$-1,867,121$-3,008,032$0
Net assets or fund balances at beginning of year$-8,171,198$-17,756,515$-13,342,961$-15,210,863$0
Other changes in net assets or fund balances$30,854$7,309,604$-781$-34,519$-11,875
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$4,687,528$3,666,805$1,020,723$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$3,793,932$2,922,678$871,254$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$313,012$241,131$71,881$0
Payroll taxes$222,566$171,455$51,111$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$12,810$0$12,810$0
Supplies$1,909$1,887$22$0
Telephone$8$6$2$0
Postage and shipping$147$118$29$0
Occupancy$22,583$18,128$4,455$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$2,810$2,810$0$0
Travel$986$749$237$0
Conferences, conventions, and meetings$55,897$55,459$438$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$260,868$252,384$8,484$0
Balance Sheets
20002001200220032006
Total assets$10,863,326$10,483,060$10,514,507$11,493,991$1,149,037
Cash - non-interest-bearing$0$0$0$0$0
Savings and temporary cash investments$0$0$0$0$1,016,220
Accounts receivable less allowance for doubtful accounts$1,006,192$845,574$779,859$947,443$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0
Grants receivable$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0
Inventories for sale or use$14,665$14,665$14,665$14,665$0
Prepaid expenses and deferred charges$0$4,260$2,822$25,913$132,817
Investments - publicly-traded securities$0
Investments - other securities$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0
Investments - other$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$7,763,818$7,555,643$7,649,920$7,931,245$0
Other assets, including program-related investments$2,078,651$2,062,918$2,067,241$2,574,725$0
Total liabilities$21,399,066$23,826,021$25,725,370$29,747,405$1,160,912
Accounts payable and accrued expenses$2,213,143$1,427,446$2,171,647$2,931,896$1,034,912
Grants payable$0$0$0$0$0
Deferred revenue$5,078,595$4,366,447$3,532,388$2,895,396$126,000
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0
Mortgages and other notes payable$11,707$9,199$22,824$14,483$0
Other liabilities$14,095,621$18,022,929$19,998,511$23,905,630$0
Total liabilities and net assets/fund balances$10,863,326$10,483,060$10,514,507$11,493,991$1,149,037
Total net assets or fund balances$-10,535,740$-13,342,961$-15,210,863$-18,253,414$-11,875
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032006
Total revenue$7,951,819$7,582,018$8,076,204$8,714,249$4,687,528
Total revenue, gains, and other support per audited financial statements$7,952,000$7,584,000$8,076,000$8,558,000$4,688,000
Other expenses$181$1,982$-204$1,313$0
Net unrealized gains on investments$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0
Other$181$1,982$-204$1,313$0
Other revenue$0$0$0$157,562$-472
Investment expenses$0$0$0$0$0
Other$0$0$0$157,562$-472
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032006
Total expenses$10,347,214$10,478,068$9,943,325$11,722,281$4,687,528
Total expenses and losses per audited financial statements$10,347,000$10,479,000$9,943,000$11,724,000$4,688,000
Other revenue$-214$932$-325$1,719$0
Donated services and use of facilities$0$0$0$0$0
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$-214$932$-325$1,719$0
Other expenses$0$0$0$0$-472
Investment expenses$0$0$0$0$0
Other$0$0$0$0$-472
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings2
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$5,777$4,681,751
Program service revenue
Program service revenue 1000000$000$0$4,681,724
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$5,777$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$27
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$171,372$14,985$0
$158,681$14,748$0
$137,116$16,909$0
$126,696$14,846$0
$107,825$6,221$0
Total number of other employees paid over $50,00026
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022005
Total$6,564,932$7,357,192$10,395,872$9,273,109$0
Gifts, grants, and contributions received$83,088$11,778$172,190$79,815$0
Membership fees received$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$6,464,073$7,327,643$10,208,432$9,186,625$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$17,771$17,771$15,250$6,669$0
Net income from unrelated business activities not included above$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Aurora Health Care Inc, Aurora Health Care Metro IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$919,535,704
2Aurora Medical Group Inc, Aurora Health Care IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$538,677,610
3Aurora Health Care Inc, Aurora Health Care Southern LakesPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$317,718,069
4Aurora Health Care Inc, West Allis Memorial Hospital IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$270,030,143
5St Lukes - St Vincents Healthcareinc4205 Belfort Rd Ste 4015, Jacksonville, FL 32216-3623FL1946-03$180,178,901
6Aurora Health Care Inc, Aurora Health Care Central IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$114,894,519
7Aurora Health Care Inc, Aurora Medical Center Of Oshkosh InPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$100,256,242
8St Clares Hospital Of Weston Inc11925 W Lake Park Drive, Milwaukee, WI 53224-3002WI2002-10$72,634,763
9Aurora Health Care Inc, Aurora Med Ctr Of Washington CntyPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$72,341,911
10Vernon Memorial Healthcare Inc507 S Main St, Viroqua, WI 54665-2059WI1956-06$70,984,883
11Aurora Health Care Inc, Aurora Health Care North IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$59,204,079
12Sharp Healthcare Foundation8695 Spectrum Center Blvd, San Diego, CA 92123-1489CA1980-07$27,646,995
13Tioga Medical CenterPO BOX 159, Tioga, ND 58852-0159ND1960-07$11,541,525
14San Gorgonio Pass Memorial Hospital District600 N Hglnd Spgs Ave, Banning, CA 92220-3090CA1985-03$10,551,951
15Northwestern Memorial Healthcare, Group251 E Huron 541 N Fairbanks, Chicago, IL 60611IL2011-06$1,885,329,845
16Advocate Health Care Network, Advocate Condell Medical Center3075 Highland Pkwy Fl 6, Downers Grove, IL 60515-5563IL1988-09$362,812,415
17Maury Regional Hospital, Dba Maury Regional Medical Center1224 Trotwood Ave, Columbia, TN 38401-4802TN2014-02$291,391,278
18Aurora Health Care Inc, Visiting Nurse Association Of Wi InPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$84,084,411
19Tri-County Memorial Hospital Inc18601 Lincoln St, Whitehall, WI 54773-8605WI1937-06$19,674,715
20Metro Physicians IncPO BOX 14668, Milwaukee, WI 53214-0668WI2010-01$7,823,339
Number of organizations performing similar types of work
Alaska1
Alabama5
Arkansas8
Arizona6
California42
Colorado11
Connecticut7
District of Columbia1
Delaware1
Florida25
Georgia14
Hawaii3
Iowa10
Idaho2
Illinois25
Indiana21
Kansas10
Kentucky8
Louisiana4
Massachusetts13
Maryland8
Maine7
Michigan15
Minnesota12
Missouri15
Mississippi14
Montana9
North Carolina23
North Dakota10
Nebraska10
New Jersey10
New Mexico2
Nevada4
New York36
Ohio13
Oklahoma10
Oregon11
Pennsylvania22
Rhode Island1
South Carolina6
South Dakota6
Tennessee8
Texas24
Utah4
Virginia13
Vermont4
Washington15
Wisconsin24
West Virginia6
Wyoming2
International5
Total566
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAurora Health Care IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$975,866,524
SubordinateAurora Health Care Inc, Aurora Health Care Metro IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$919,535,704
SubordinateAurora Medical Group Inc, Aurora Health Care IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$538,677,610
SubordinateAurora Health Care Inc, Aurora Health Care Southern LakesPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$317,718,069
SubordinateAurora Health Care Inc, West Allis Memorial Hospital IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$270,030,143
SubordinateAurora Health Care Inc, Aurora Health Care Central IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$114,894,519
SubordinateAurora Health Care Inc, Aurora Medical Center Of Oshkosh InPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$100,256,242
SubordinateAurora Health Care Inc, Aurora Med Ctr Of Washington CntyPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$72,341,911
SubordinateAurora Health Care Inc, Aurora Health Care North IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$59,204,079
SubordinateAurora Health Care Inc, Aurora Uw Academic Medical Group InPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$26,909,972
SubordinateAurora Health Care Inc, Aurora Family Service IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$4,768,428
SubordinateAurora Health Care Inc, Group ReturnPO BOX 341880, Milwaukee, WI 53234-1880WI2010-05$3,626,267,982
SubordinateAurora Health Care Inc, Visiting Nurse Association Of Wi InPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$84,084,411
SubordinateAurora Health Care Inc, Aurora Psychiatric Hospital IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$23,803,967
SubordinateAurora Health Care Inc, Aurora Advanced Healthcare IncPO BOX 343910, Milwaukee, WI 53234-3910WI2010-05$0
Number of affiliated organizations
Wisconsin15
Total15

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