Nonprofit · EIN 36-3297360
ADVOCATE CHARITABLE FOUNDATION
Tax-exempt · DOWNERS GROVE, IL 60515
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $40,020,137 | $27,905,170 | $12,114,967 | $206,326,862 | $3,397,345 | $202,929,517 |
| December 31, 2023 | 990 | $38,418,076 | $32,872,656 | $5,545,420 | $194,672,075 | $3,346,742 | $191,325,333 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $28,552,550
- of which government grants
- $13,050
- Program service revenue
- $0
- Investment income
- $11,173,714
- Net gain from sales of assets
- $11,076,767
- Net income from fundraising events
- -$526,857
- Net income from gaming
- $9,820
- Other revenue
- $293,873
Expenses
- Grants and similar amounts paid
- $18,018,337
- Compensation of officers, directors and key employees
- $1,517,192
- Other salaries and wages
- $4,317,209
- Salaries, compensation and benefits (total)
- $7,235,018
- Professional fundraising fees
- $0
- Accounting fees
- $27,026
- Occupancy
- $45
- Travel
- $48,045
- Depreciation
- $763
- Program services (functional)
- $18,236,687
- Management and general (functional)
- $513,244
- Fundraising (functional)
- $9,155,239
Balance sheet and other
- Total assets, start of year
- $194,672,075
- Total assets, end of year
- $206,326,862
- Total liabilities, end of year
- $3,397,345
- Net assets, end of year
- $202,929,517
- Land, buildings and equipment
- $887
- Publicly traded securities
- $152,253,335
- Net assets without donor restrictions
- $25,110,742
- Net assets with donor restrictions
- $177,818,775
- Gross receipts
- $40,844,198
- Employees
- 54
- Volunteers
- 290
- Year formed
- 1984
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES SKOGSBERGH | DIRECTOR Trustee or director | 1 | $0 | $28,850,544 | $2,012,135 |
| WILLIAM SANTULLI | DIRECTOR Trustee or director | 1 | $0 | $7,191,882 | $674,339 |
| DOMINIC NAKIS | FORMER OFFICER Former | 0 | $0 | $3,375,856 | $1,231,995 |
| BRAD CLARK | ASSISTANT TREASURER Officer | 1 | $0 | $2,513,703 | $419,389 |
| NAN NELSON | TREASURER Officer | 1 | $0 | $1,472,483 | $272,483 |
| DIA NICHOLS | DIRECTOR Trustee or director | 1 | $0 | $1,343,023 | $252,781 |
| RACHELLE HART | SECRETARY, ASST SECRETARY Officer | 1 | $0 | $1,101,754 | $224,620 |
| MICHAEL GREBE | FORMER OFFICER Former | 0 | $0 | $1,076,461 | $64,107 |
| MICHAEL KERNS | ASSISTANT SECRETARY Officer | 1 | $0 | $834,378 | $132,619 |
| DOMINICA TALLARICO | FORMER OFFICER Former | 0 | $0 | $489,709 | $438,888 |
| JAMES SLINKMAN | FORMER OFFICER Former | 0 | $0 | $689,283 | $174,709 |
| RANDY VARJU | DIRECTOR, PRESIDENT Trustee or director, Officer | 55 | $522,720 | $0 | $291,096 |
| RACHEL HALVERSON | ASSISTANT TREASURER Officer | 1 | $0 | $726,813 | $64,719 |
| KEVIN FITCH | ASSISTANT TREASURER Officer | 1 | $0 | $606,126 | $144,348 |
| STEVE HUSER | FORMER OFFICER Former | 0 | $0 | $561,236 | $18,835 |
21 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES DOHENY | FORMER OFFICER Former | 0 | $0 | $531,922 | $26,867 |
| MARY MATTHEWS | FORMER OFFICER Former | 0 | $0 | $414,011 | $52,776 |
| LESLIE WININGER | DIRECTOR, PRESIDENT Trustee or director, Officer | 1 | $0 | $308,483 | $60,264 |
| FRANCESCA POPPER | DIRECTOR Trustee or director | 1 | $0 | $284,185 | $18,235 |
| ALLYSON REGNIER | VP DEVELOPMENT Highest-paid employee | 55 | $236,020 | $0 | $36,037 |
| DAVINA MARTIN | VP DEVELOPMENT Highest-paid employee | 55 | $236,645 | $0 | $11,971 |
| JENNIFER COSBY-THANOS | VP DEVELOPMENT Highest-paid employee | 55 | $216,315 | $0 | $30,494 |
| JOHN HOLMBERG | VP PLANNED GIVING Highest-paid employee | 55 | $219,995 | $0 | $25,277 |
| JO AMICK | FORMER HCE Former | 0 | $176,804 | $0 | $20,336 |
| SUSAN ABDERHOLDEN | FORMER HCE Former | 0 | $174,987 | $0 | $8,980 |
| LESLIE LENZO | FORMER OFFICER Former | 0 | $0 | $127,097 | $0 |
| THOMAS CRAWFORD AKA PAT CRAWFORD | DIRECTOR Trustee or director | 1 | $0 | $3,000 | $0 |
| ANTHONY T SMITH | DIRECTOR, CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLINE SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ASH LUTHRA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANK IGLESKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY STAPLETON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROB PERRI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV DR ROBERT DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JP HILLS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHERINE KETNER | ASSISTANT SECRETARY Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES SKOGSBERGH | DIRECTOR Trustee or director | 1 | $0 | $16,598,134 | $818,812 |
| DOMINIC NAKIS | TREASURER Officer | 1 | $0 | $6,387,589 | $130,352 |
| WILLIAM SANTULLI | DIRECTOR Trustee or director | 1 | $0 | $5,805,122 | $359,616 |
| MICHAEL GREBE | SECRETARY Officer | 1 | $0 | $3,603,425 | $99,054 |
| NAN NELSON | ASSISTANT TREASURER, TREASURER Officer | 1 | $0 | $1,721,965 | $152,768 |
| BRAD CLARK | ASSISTANT TREASURER Officer | 1 | $0 | $1,431,976 | $145,795 |
| RACHELLE HART | ASST SECRETARY, SECRETARY Officer | 1 | $0 | $1,155,480 | $130,674 |
| DOMINICA TALLARICO | VICE PRESIDENT Officer | 1 | $0 | $1,170,516 | $44,857 |
| JAMES DOHENY | ASSISTANT TREASURER Officer | 1 | $0 | $1,064,007 | $63,927 |
| DIA NICHOLS | VICE PRESIDENT Officer | 1 | $0 | $808,304 | $129,781 |
| STEVE HUSER | ASSISTANT TREASURER Officer | 1 | $0 | $806,480 | $71,656 |
| MICHAEL KERNS | ASSISTANT SECRETARY Officer | 1 | $0 | $749,774 | $111,993 |
| RANDY VARJU | DIRECTOR, PRESIDENT/CHIEF DEVELOPMENT OFFICER Trustee or director, Officer | 1 | $594,501 | $0 | $76,423 |
| KEVIN FITCH | ASSISTANT TREASURER Officer | 1 | $0 | $569,025 | $85,046 |
| RACHEL HALVERSON | ASSISTANT TREASURER Officer | 1 | $0 | $477,791 | $59,558 |
| FRANCESCA POPPER | DIRECTOR Trustee or director | 1 | $0 | $353,314 | $19,800 |
| SUSAN ABDERHOLDEN | VP, PHILANTHROPY Highest-paid employee | 55 | $315,846 | $0 | $48,414 |
| DOUGLAS HUTCHINGS | VP, DEVELOPMENT Highest-paid employee | 55 | $320,311 | $0 | $40,186 |
| KATHERINE KETNER | ASSISTANT SECRETARY Officer | 1 | $0 | $317,371 | $30,165 |
| JO AMICK | VP, DEVELOPMENT Highest-paid employee | 55 | $265,120 | $0 | $32,913 |
| LESLIE WININGER | DIRECTOR, PRESIDENT Trustee or director, Officer | 1 | $0 | $247,331 | $46,429 |
| ALLYSON REGNIER | VP, DEVELOPMENT Highest-paid employee | 55 | $225,543 | $0 | $34,720 |
| JOHN HOLMBERG | VP, PLANNED GIVING Highest-paid employee | 55 | $209,723 | $0 | $23,615 |
| DAVINA MARTIN | VICE PRESIDENT DEVELOPMENT Highest-paid employee | 55 | $215,364 | $0 | $14,664 |
| PAT CRAWFORD | DIRECTOR Trustee or director | 1 | $3,000 | $0 | $0 |
| ANTHONY T SMITH | DIRECTOR, CHAIRPERSON Trustee or director, Officer | 55 | $0 | $0 | $0 |
| CAROLINE SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ASH LUTHRA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANK IGLESKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY STAPLETON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CORY LICHTENBERGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROB PERI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV DR ROBERT DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JP HILLS | DIRECTOR Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3075 HIGHLAND PKWY FL 6, DOWNERS GROVE, IL 60515-5563
- In care of
- % JAMES DOHENY
- Principal officer (990 for 2024)
- RANDY VARJU, 2025 WINDSOR DRIVE, OAK BROOK, IL 60523
- Signed the 990
- JENNIFER BARBER, VP OF TAX
- Phone
- (414) 299-1862
- Website
- WWW.ADVOCATEHEALTH.COM
Mission
SEE SCHEDULE O: TO EMBRACE THE MISSION OF ADVOCATE HEALTH CARE (A NON-FOR-PROFIT FAMILY OF HOSPITALS AND CAREGIVERS), CULTIVATE PHILANTHROPIC PARTNERSHIPS, AND INCREASE CHARITABLE SUPPORT OF ADVOCATE HEALTH CARE'S CLINICAL, EDUCATION AND RESEARCH PROGRAMS.
Program accomplishments
- GENERAL AND CLINICAL SUPPORTDONOR GIFTS WERE USED TO SUPPORT CLINICAL PROGRAMS BY REIMBURSING OPERATING EXPENSES AND BY PROVIDING CAPITAL EXPENDITURES FOR EQUIPMENT AND FACILITIES RENOVATION AND CONSTRUCTION. PROGRAMS FOR SPECIAL NEEDS PATIENTS SUPPORT INCLUDED AN ADULT DOWN SYNDROME CLINIC, DENTAL CARE FOR THE DISABLED, CHILDHOOD SEXUAL TRAUMA THERAPY, OLDER ADULT SERVICES, PEDIATRIC DEVELOPMENT EVALUATIONS AND TREATMENTS, AND NEONATAL BEREAVEMENT COUNSELING. CLINIC PROGRAMS WERE ENHANCED THROUGH CAPITAL PURCHASES SUCH AS EQUIPPING EMERGENCY ROOMS, RENOVATIONS OF SURGICAL SUITES, EXPANSIONS OF CARDIAC AND CANCER CARE CENTERS, DIAGNOSTIC IMAGING EQUIPMENT, AND REMODELING OF PEDIATRIC INTENSIVE CARE UNITS. COMMUNITY OUTREACH PROGRAMS SUPPORTED BY GIFTS INCLUDED SCHOOL-BASED HEALTH CLINICS, DENTAL PROGRAMS FOR SPECIAL NEEDS POPULATIONS, FAITH COMMUNITY PARTNERSHIPS INCLUDING PARISH NURSING, CHILDHOOD IMMUNIZATIONS, CHILD DEVELOPMENT EDUCATION, SAFETY PROGRAMS, PATIENT FAMILY SUPPORT, ADDICTION COUNSELING, HEALTH COMMUNICATION FOR THE DEAF, AND ASTHMA MANAGEMENT.Expenses $16,474,950 · grants $16,277,692 · revenue $810,910
- SCHOLARSHIPS AND EDUCATION PROGRAMSDONOR GIFTS WERE USED TO SUPPORT EDUCATION OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS, CONTINUING EDUCATION OF MEDICAL STAFF PHYSICIANS, PASTORAL CARE (HOSPITAL CHAPLAIN) EDUCATION, ADMINISTRATIVE FELLOWSHIPS, ACCREDITATION TRAINING FOR PARAMEDICS, FELLOWSHIPS IN HEALTH CARE ADMINISTRATION, A NURSING RESIDENCY, AND CONTINUING EDUCATION OF ADVOCATE AND COMMUNITY CAREGIVERS ESPECIALLY NURSES AND CLINICAL TECHNICIANS. MEDICAL LIBRARIES AND CLINICAL EDUCATION LEARNING CENTERS WERE ENHANCED BY DONOR GIFTS. THE SYSTEM EDUCATED ABOUT 1,400 MEDICAL STUDENTS, ABOUT 600 MEDICAL RESIDENTS AND FELLOWS, ABOUT 100 PASTORAL CARE STUDENTS, AND MORE THAN 10,000 NURSES AND OTHER CAREGIVERS. SCHOLARSHIPS ARE PROVIDED FOR CONTINUING EDUCATION OF EMPLOYEES AND TO STUDENTS IN HIGH SCHOOL AND COLLEGE INTERESTED IN HEALTH CARE OCCUPATIONS.Expenses $776,424 · grants $767,128
- MEDICAL RESEARCHDONOR GIFTS WERE USED TO SUPPORT BOTH BASIC RESEARCH IN PEDIATRIC ONCOLOGY AND CLINICAL RESEARCH IN THE AREAS OF ADULT ONCOLOGY, CARDIOLOGY, ADDICTION MEDICINE, RENAL DISEASE, NEONATAL CARE, EMERGENCY MEDICINE, NURSING CLINICAL PROCEDURES, AND PEDIATRIC ONCOLOGY.Expenses $970,755 · grants $959,132
- SMALL GIFTS ARE MADE TO UNRELATED 501 (C)(3) CHARITIES AS MEMORIAL GIFTS FOR DECEASED MEMBERS OF FAMILIES OF DONORS AND ADVOCATE ASSOCIATES. ALSO INCLUDED ARE THE TAX DEDUCTIBLE PORTION OF TICKETS TO EVENTS SPONSORED BY RELATED 501 (C)(3) CHARITIES WHICH DONATE TO ADVOCATE PROGRAMS.Expenses $14,558 · grants $14,385
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3297360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E122)
- Assets (IRS master file)
- $206,326,862
- Income (IRS master file)
- $40,844,198
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $40,020,137 | $27,905,170 | $206,326,862 | XML |
| 990 | December 2023 | $38,418,076 | $32,872,656 | $194,672,075 | XML |
| 990 | December 2022 | $9,771,684 | $17,623,807 | $195,506,978 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3297360).
Questions about ADVOCATE CHARITABLE FOUNDATION
- What is the EIN of ADVOCATE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ADVOCATE CHARITABLE FOUNDATION is 36-3297360.
- Is ADVOCATE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ADVOCATE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVOCATE CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADVOCATE CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVOCATE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ADVOCATE CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 names RANDY VARJU.
- Who are the officers and directors of ADVOCATE CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 36 people; 7 received compensation from the organization.
- How much revenue does ADVOCATE CHARITABLE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $40,020,137, expenses of $27,905,170 and total assets of $206,326,862 at year end.
Other nonprofits in DOWNERS GROVE
- ADVOCATE HEALTH AND HOSPITALS CORPORATION EIN 36-2169147 · last filed 990 for 2024
- ADVOCATE NORTH SIDE HEALTH NETWORK EIN 36-3196629 · last filed 990 for 2024
- ADVOCATE HEALTH CARE NETWORK EIN 26-2525968 · last filed 990 for 2024
- ADVOCATE SHERMAN HOSPITAL EIN 36-2167920 · last filed 990 for 2024
- EHS HOME HEALTH CARE SERVICE INC EIN 36-2913108 · last filed 990 for 2024
- HEALTHCARE FINANCIAL MANAGEMENT EDUCATIONAL FOUNDATION EIN 36-2544491 · last filed 990 for 2025
- TRIPLE COMMUNITY MEDICAL RESERVE CORPS EIN 45-5614365 · last filed 990-N for 2025
- MEDICAL STAFF SERVICES EIN 83-3559834 · last filed 990-N for 2024