Nonprofit · EIN 88-4157429
ADVOCATE HEALTH INC
Tax-exempt · CHARLOTTE, NC 28203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $333,741 | $2,174,126 | -$1,840,385 | $105,054,164 | $106,894,549 | -$1,840,385 |
| December 31, 2023 | 990 | $0 | $0 | $0 | $82,492,882 | $82,492,882 | $0 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $333,741
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $577,832
- Other salaries and wages
- $90,527,304
- Salaries, compensation and benefits (total)
- $115,907,136
- Professional fundraising fees
- $0
- Legal fees
- $11,359,009
- Accounting fees
- $1,937,625
- Occupancy
- $3,736
- Travel
- $6,579
- Program services (functional)
- $27,010,979
- Management and general (functional)
- -$24,836,853
Balance sheet and other
- Total assets, start of year
- $82,492,882
- Total assets, end of year
- $105,054,164
- Total liabilities, end of year
- $106,894,549
- Net assets, end of year
- -$1,840,385
- Gross receipts
- $333,741
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2022
- State of legal domicile
- DE
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 | CO-CHIEF EXECUTIVE OFFICER Officer | 55 | $28,850,544 | $0 | $2,012,135 |
| EUGENE WOODS | CHIEF EXECUTIVE OFFICER Officer | 55 | $0 | $22,870,197 | $2,911,078 |
| WILLIAM SANTULLI | PRESIDENT MIDWEST REGION Key employee | 1 | $0 | $7,191,882 | $674,339 |
| JULIE FREISCHLAG | EVP CHIEF ACADEMIC OFFICER Key employee | 1 | $0 | $7,594,629 | $40,091 |
| KEN HAYNES | EVP CHIEF ENTERPRISE SERVICES OFFICER Key employee | 1 | $0 | $4,771,848 | $586,470 |
| GARY STUCK | EVP CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $4,546,690 | $485,239 |
| ANTHONY DEFURIO | EVP, CFO, TREASURER Former | 0 | $0 | $4,324,005 | $0 |
| SCOTT RISSMILLER | EVP CHIEF CLINICAL OFFICER Key employee | 1 | $0 | $3,836,000 | $487,003 |
| BRETT DENTON | EVP CHIEF LEGAL OFFICER, SECRETARY Officer | 1 | $0 | $3,545,376 | $462,832 |
| CAROL LOVIN | EVP CHIEF OF STAFF & INTEGRATION Key employee | 1 | $0 | $3,476,868 | $404,502 |
| BARBARA BYRNE | EVP CHIEF INFORMATION OFFICER Key employee | 1 | $0 | $3,178,742 | $537,282 |
| RICHARD KLEIN | EVP CHIEF OF STAFF Key employee | 1 | $0 | $3,362,958 | $341,412 |
| RASU SHRESTHA | EVP CHIEF INNOVATION OFFICER Key employee | 1 | $0 | $3,117,375 | $393,200 |
| SHOEB SITAFALWALLA | EVP CHIEF STRATEGY OFFICER Key employee | 1 | $0 | $2,716,754 | $507,213 |
| BRAD CLARK | EVP CHIEF FINANCIAL OFFICER, TREASURER Key employee | 1 | $0 | $2,513,703 | $419,389 |
27 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KELLY JO GOLSON | EVP CHIEF BRAND & CONSUMER OFFICER Former | 0 | $0 | $2,805,924 | $105,740 |
| MARY BETH KINGSTON | EVP CHIEF NURSING OFFICER Key employee | 1 | $0 | $2,497,751 | $335,428 |
| KINNEIL COLTMAN | EVP CHIEF CONSUMER & SOCIAL IMPACT OFFICER Key employee | 1 | $0 | $2,035,021 | $298,466 |
| KEVAN MABBUTT | EVP CHIEF BRAND & CONSUMER OFFICER Key employee | 1 | $0 | $1,550,844 | $256,633 |
| DIA NICHOLS | DIVISON PRESIDENT, ILLINOIS Key employee | 1 | $0 | $1,343,023 | $252,781 |
| GABRIELLE FINLEY-HAZLE | DIVISON PRESIDENT, WISCONSIN Key employee | 1 | $0 | $1,338,182 | $147,878 |
| JIM DUNN | EVP CHIEF PEOPLE & CULTURE OFFICER Key employee | 0 | $0 | $380,123 | $0 |
| MICHELE BAKER RICHARDSON | DIRECTOR, CHAIR Trustee or director | 1 | $0 | $135,767 | $0 |
| PAMELA LEWIS DAVIES | DIRECTOR Trustee or director | 1 | $127,433 | $0 | $0 |
| ANGELIQUE VINCENT | DIRECTOR Trustee or director | 1 | $112,433 | $0 | $0 |
| WILLIAM WARDEN | DIRECTOR Trustee or director | 1 | $112,433 | $0 | $0 |
| SUSAN WENTE | DIRECTOR Trustee or director | 1 | $112,433 | $0 | $0 |
| THOMAS BOLGER | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| JOANNE BAUER | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| CHARLES HARVEY | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| MARK HARRIS | DIRECTOR Trustee or director | 1 | $0 | $97,100 | $0 |
| LYNN CRUMP-CAINE | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| GRACIE COLEMAN | DIRECTOR Trustee or director | 1 | $89,100 | $0 | $0 |
| JOHN TIMMER | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| JOHN DANIELS JR | DIRECTOR Trustee or director | 1 | $0 | $40,000 | $0 |
| RICHARD JAKLE | DIRECTOR Trustee or director | 1 | $0 | $19,000 | $0 |
| MARK REED | DIRECTOR Trustee or director | 1 | $16,000 | $0 | $0 |
| WILLIAM CANNON JR | DIRECTOR Trustee or director | 1 | $8,000 | $0 | $0 |
| VICTORIA SUTTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONALD FLOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOANNE DISCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 38 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EUGENE WOODS | CO-CHIEF EXECUTIVE OFFICER Officer | 1 | $16,507,215 | $0 | $2,069,687 |
| JAMES SKOGSBERGH | CO-CHIEF EXECUTIVE OFFICER Officer | 1 | $16,598,134 | $0 | $818,812 |
| ANTHONY DEFURIO | EVP, CFO, TREASURER Officer | 1 | $0 | $5,112,458 | $426,936 |
| JULIE FREISCHLAG | EVP CHIEF ACADEMIC OFFICER Key employee | 1 | $0 | $5,194,069 | $50,088 |
| GARY STUCK | EVP CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $2,766,000 | $229,236 |
| BARBARA BYRNE | EVP CHIEF INFORMATION OFFICER Key employee | 1 | $0 | $2,761,052 | $213,745 |
| RICHARD KLEIN | EVP CHIEF OF STAFF Key employee | 1 | $0 | $2,716,123 | $189,084 |
| SCOTT RISMILLER | EVP CHIEF PHYSICIAN OFFICER Key employee | 1 | $0 | $2,339,677 | $356,821 |
| KELLY JO GOLSON | EVP CHIEF BRAND & CONSUMER OFFICER Key employee | 1 | $0 | $2,471,223 | $145,617 |
| CAROL LOVIN | EVP CHIEF OF STAFF & INTEGRATION Key employee | 1 | $0 | $2,247,985 | $306,262 |
| JIM DUNN | EVP CHIEF PEOPLE & CULTURE OFFICER Key employee | 1 | $0 | $2,017,062 | $293,199 |
| RASU SHRESTHA | EVP CHIEF INNOVATION OFFICER Key employee | 1 | $0 | $1,991,252 | $318,052 |
| MARY BETH KINGSTON | EVP CHIEF NURSING OFFICER Key employee | 1 | $0 | $2,138,870 | $164,086 |
| BRETT DENTON | EVP CHIEF LEGAL OFFICER, SECRETARY Officer | 1 | $0 | $1,971,827 | $323,260 |
| SHOEB SITAFALWALLA | EVP CHIEF STRATEGY OFFICER Key employee | 1 | $0 | $1,880,992 | $204,079 |
| BRADLEY CLARK | EVP CHIEF FINANCIAL OFFICER Key employee | 1 | $0 | $1,431,976 | $145,795 |
| KINNEIL COLTMAN | EVP CHIEF COMMUNITY OFFICER Key employee | 1 | $0 | $894,427 | $150,319 |
| KEVAN MABBUTT | EVP CHIEF BRAND & CONSUMER OFFICER Key employee | 1 | $0 | $256,775 | $26,601 |
| MICHELE BAKER RICHARDSON | DIRECTOR, CHAIR ELECT Trustee or director | 1 | $0 | $131,433 | $0 |
| RICHARD JAKLE | DIRECTOR Trustee or director | 1 | $0 | $116,433 | $0 |
| JOHN TIMMER | DIRECTOR Trustee or director | 1 | $0 | $116,433 | $0 |
| WILLIAM CANNON JR | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| SUSAN WENTE-HARDY | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| THOMAS BOLGER | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| GRACIE COLEMAN | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| JOANNE BAUER | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| JOHN DANIELS JR | DIRECTOR Trustee or director | 1 | $0 | $112,433 | $0 |
| MARK HARRIS | DIRECTOR Trustee or director | 1 | $0 | $97,100 | $0 |
| LYNN CRUMP-CAINE | DIRECTOR Trustee or director | 1 | $0 | $93,100 | $0 |
| CHARLES HARVEY | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| WILLIAM WARDEN | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| MARK REED | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| PAMELA LEWIS DAVIES | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| ANGELIQUE VINCENT-HAMACHER | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| JOANNE DISCH | DIRECTOR Trustee or director | 1 | $0 | $89,100 | $0 |
| VICTORIA SUTTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONALD FLOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 BLYTHE BLVD, CHARLOTTE, NC 28203-5812
- In care of
- % CHIEF LEGAL COUNSEL
- Principal officer (990 for 2024)
- EUGENE WOODS, 1000 BLYTHE BOULEVARD, CHARLOTTE, NC 28203
- Signed the 990
- JENNIFER BARBER, VICE PRESIDENT OF TAX
- Phone
- (414) 299-1576
- Website
- WWW.ADVOCATEHEALTH.COM
Mission
TO SUPERVISE AND MANAGE AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM THAT IS STEEPED IN INNOVATION AND POISED TO RESHAPE THE DELIVERY OF HEALTHCARE ALONG WITH ACHIEVING THE HIGHEST AND SAFEST OUTCOMES IN THE COMMUNITIES IT SERVES.
Program accomplishments
- THE ORGANIZATION WAS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF, AND SUPPORT A COMBINED ENTERPRISE OF MULTIPLE HEALTH SYSTEMS AND TAX-EXEMPT ORGANIZATIONS, INCLUDING THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY, A HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, AND OTHER TAX-EXEMPT ORGANIZATIONS AFFILIATED WITH ATRIUM HEALTH, INC. (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT ORGANIZATIONS AND ONE NORTH CAROLINA HOSPITAL AUTHORITY LOCATED IN NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND ALABAMA), AND ADVOCATE AURORA HEALTH, INC. (A HEALTH SYSTEM OF MULTIPLE TAX-EXEMPT AND TAXABLE ORGANIZATIONS LOCATED IN WISCONSIN AND ILLINOIS).Expenses $27,010,979
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 88-4157429
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $105,054,164
- Income (IRS master file)
- $333,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $333,741 | $2,174,126 | $105,054,164 | IRS |
| 990 | December 2023 | $0 | $0 | $82,492,882 | XML |
| 990-EZ | December 2022 | – | – | – | 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 88-4157429).
Questions about ADVOCATE HEALTH INC
- What is the EIN of ADVOCATE HEALTH INC?
- The employer identification number (EIN) of ADVOCATE HEALTH INC is 88-4157429.
- Is ADVOCATE HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ADVOCATE HEALTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ADVOCATE HEALTH INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ADVOCATE HEALTH INC 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 HEALTH INC 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 HEALTH INC?
- The 990 for the year ended December 31, 2024 names EUGENE WOODS.
- Who are the officers and directors of ADVOCATE HEALTH INC?
- The 990 for the year ended December 31, 2024 lists 42 people; 8 received compensation from the organization, the highest $28,850,544 (JAMES SKOGSBERGH, CO-CHIEF EXECUTIVE OFFICER).
- How much revenue does ADVOCATE HEALTH INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $333,741, expenses of $2,174,126 and total assets of $105,054,164 at year end.
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