2024-11-06T13:51:28-06:00 2023-12-31 990 2023-01-01 521466387 HINSDALE HOSPITAL FOUNDATION HINS 6308562000 120 NORTH OAK STREET HINSDALE IL 60521 DIANE MORGAN EXECUTIVE DIRECTOR 6308562000 2024-11-04 0 2023 2024-10-15 13:58:12Z MATT MCGUIRE 120 NORTH OAK STREET HINSDALE IL 60521 2084624 0 X SEE SCHEDULE O X 1985 IL FUND-RAISING FOR TAX-EXEMPT HOSPITAL ORGANIZATION 21 20 0 220 0 0 150143 157793 1256453 922070 24964 136435 -75339 -78565 1356221 1137733 1179783 719164 0 0 0 0 0 0 61392 125471 113244 1305254 832408 50967 305325 10728551 12303851 69784 28105 10658767 12275746 THE PROMOTION OF PHILANTHROPY AND GOODWILL FOR ADVENTIST MIDWEST HEALTH D/B/A UCHICAGO MEDICINE ADVENTHEALTH HINSDALE. 0 0 719164 719164 922070 THE PRIMARY EXEMPT PURPOSE OF THE HINSDALE HOSPITAL FOUNDATION IS TO CONDUCT FUND-RAISING ON BEHALF OF ADVENTIST MIDWEST HEALTH D/B/A UCHICAGO MEDICINE ADVENTHEALTH HINSDALE (THE HOSPITAL), AN IRC SECTION 501(C)(3) ORGANIZATION. DURING THE CURRENT YEAR, $700,742 WAS CONTRIBUTED TO THE HOSPITAL. 719164 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X DIANE MORGAN 5129249543 120 NORTH OAK STREET HINSDALE IL 60521 X DIGIANFILIPPO MD ANTHONY DIRECTOR (END 6/23) 0.30 0.00 X 0 0 0 DALAL MD JAY DIRECTOR 0.30 0.00 X 0 0 0 MORENO MEGHAN DIRECTOR/VP - FOUNDATION 25.00 25.00 X X 159560 159560 37886 AKERS JULIE DIRECTOR 0.30 0.00 X 0 0 0 BARRETT RICHARD DIRECTOR 0.30 0.00 X 0 0 0 CHAPELLO CRAIG DIRECTOR/TREAS./SEC. 0.30 0.00 X 0 0 0 CICCARONE RICHARD DIRECTOR 0.30 0.00 X 0 0 0 ECK RICHARD DIRECTOR 0.30 0.00 X 0 0 0 FIASCONE KAREN DIRECTOR/CHAIRMAN 0.30 2.00 X 0 0 0 HARTE-OSTROWSKI KIM DIRECTOR (END 12/31/23) 0.30 0.00 X 0 0 0 KARVELAS KATHERINE DIRECTOR 0.30 0.00 X 0 0 0 MCGUIRE MATT DIRECTOR/V.CHAIRMAN 0.30 0.00 X 0 0 0 MOORE RICHARD DIRECTOR 0.30 0.00 X 0 0 0 NICKELS TIM DIRECTOR 0.30 0.00 X 0 0 0 OWENTOMEI MARGARET DIRECTOR (END 4/23) 0.30 0.00 X 0 0 0 ROBINSON SHANA DIRECTOR 0.30 0.00 X 0 0 0 SALVINO COLLEEN DIRECTOR 0.30 0.00 X 0 0 0 SCHWITZ DIANE DIRECTOR 0.30 0.00 X 0 0 0 SHARPLES KAY DIRECTOR 0.30 0.00 X 0 0 0 WAELTER ANTHONY DIRECTOR 0.30 0.00 X 0 0 0 WALKER MD REGINA DIRECTOR 0.30 0.00 X 0 0 0 WILLS CINDY DIRECTOR 0.30 0.00 X 0 0 0 YAGER TONY DIRECTOR (END 7/23) 0.30 0.00 X 0 0 0 LEE MICHAEL DIRECTOR (BEG 3/23) 0.30 0.00 X 0 0 0 MORGAN DIANE DIRECTOR - FOUNDATION 25.00 25.00 X 71746 71746 30938 231306 231306 68824 0 0 0 1 0 118502 39291 11911 157793 SATISFACTION OF PROGRA 900099 922070 922070 922070 122534 122534 854974 841073 13901 13901 13901 27253 118502 105818 -78565 -78565 1137733 922070 0 57870 716764 716764 2400 2400 33530 33530 14817 14817 EVENT COSTS 61804 412 61392 PURCHASED SERVICES 2351 2351 FOOD COSTS 44 44 698 698 832408 719164 51852 61392 720157 285572 343423 1499976 1312042 988580 7423 3796 7381147 8450664 964359 1075263 10728551 12303851 53982 15802 28105 69784 28105 X 1034641 1780383 9624126 10495363 10658767 12275746 10728551 12303851 X 305325 722856 588798 X 0 1 X 1 0 X 940531 1594728 2181978 1789912 1446666 7953815 940531 1594728 2181978 1789912 1446666 7953815 1166359 6787456 537975 303954 729519 195844 244706 2011998 32925 35250 18750 27253 114178 10079991 0.67340 0.68940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2599355 103974 103974 2599355 2599355 103974 103974 2599355 2599355 103974 103974 2599355 2599355 103974 103974 2599355 2599355 302541 302541 2599355 0.00000 1.00000 0.00000 0 0 0 BENEFICIAL INTEREST IN PERPETUAL TRUST 968102 GIFT ANNUITY 107161 1075263 OBLIGATION CHARITABLE GIFT ANNUITY 15802 OTHER LIABILITIES 12303 28105 X 2421852 722856 1516863 2239719 182133 33530 922070 955600 1137733 904696 105818 105818 798878 33530 33530 832408 PART V, LINE 4: HINSDALE HOSPITAL FOUNDATION (HHF) SERVES AS THE FUND-RAISING ORGANIZATION OF ADVENTIST MIDWEST HEALTH D/B/A UCHICAGO MEDICINE ADVENTHEALTH HINSDALE (THE HOSPITAL), A TAX-EXEMPT HOSPITAL ORGANIZATION THAT IS ALSO EXEMPT UNDER IRC SECTION 501(C)(3). HHF'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT THE HOSPITAL'S OPLER CANCER CENTER AND CANCER CENTER NURSE NAVIGATION PROGRAM. PART X, LINE 2: THE AUDITED FINANCIAL STATMENTS OF THE FILING ORGANIZATION CONTAIN THE FOLLOWING FIN 48 (ASC NO. 740) STATEMENT: MIDWEST AND HINSDALE HAVE BEEN DETERMINED TO BE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR EITHER FEDERAL OR STATE INCOME TAXES. MIDWEST AND HINSDALE HAVE EVALUATED THE TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE RETURNS FOR THE PRIOR THREE FISCAL YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE; HOWEVER, MIDWEST AND HINSDALE ARE NOT CURRENTLY UNDER AUDIT NOR HAS MIDWEST OR HINSDALE BEEN CONTACTED BY THIS JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 105,818. RESTRICTED CONTRIBUTIONS 1,288,873. INVESTMENT EARNINGS ON RESTRICTED CONTRIBUTIONS 122,172. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS FROM RESTRICTED FUND BALANCE 922,070. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE RECLASSED TO REVENUE 105,818. ASSEMBLY BALL 145755 118502 27253 0 40078 1427 18000 46313 145755 118502 27253 40078 1427 18000 46313 105818 -78565 1 ADVENTIST MIDWEST HEALTH 120 N OAK STREET HINSDALE IL 60521 362276984 501(C)(3) 700742 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANTS ARE GENERALLY MADE ONLY TO THE SUPPORTED HOSPITAL ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(3) AND OTHER ORGANIZATIONS EXEMPT UNDER 501(C)(3). ACCORDINGLY, THE FILING ORGANIZATION HAS NOT ESTABLISHED SPECIFIC PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES AS THE FILING ORGANIZATION DOES NOT HAVE A GRANT MAKING PROGRAM THAT WOULD NECESSITATE SUCH PROCEDURES. 0 0 0 0 0 0 0 0 0 MORENO MEGHAN DIRECTOR/VP - FOUNDATION 140709 140709 12026 12026 6825 6825 8409 8409 10534 10534 178503 178503 0 0 MORGAN DIANE DIRECTOR - FOUNDATION 67536 67536 0 0 4210 4210 3422 3422 12047 12047 87215 87215 0 0 FORM 990, PART VII, SECTION A, LINE 5: MEGHAN MORENO, V.P. FOUNDATION WAS COMPENSATED IN 2023 BY ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC) FOR SERVICES RENDERED TO THE FILING ORGANIZATION. AHSSHC HOLDS AN INDIRECT 49% MEMBER INTEREST IN ADVENTIST MIDWEST HEALTH, DBA UCHICAGO MEDICINE ADVENTHEALTH HINSDALE AND UCHICAGO MEDICINE ADVENTHEALTH LA GRANGE. AHSSHC AND ADVENTIST MIDWEST HEALTH ARE 501(C)(3) ORGANIZATIONS. THE FILING ORGANIZATION SERVES AS THE PHILANTHROPIC FUND-RAISING ORGANIZATION FOR UCHICAGO MEDICINE ADVENTHEALTH HINSDALE. COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION FOR MEGHAN MORENO IS DISCLOSED IN SCHEDULE J, PART II. DIANE MORGAN, FOUNDATION DEVELOPMENT DIRECTOR, WAS COMPENSATED IN 2023 BY AHS MIDWEST MANAGEMENT, INC. (AHSMWM) FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. AHSMWM IS A 501(C)(3) WHOLLY-OWNED SUBSIDIARY OF AHSSHC AND SERVES AS THE PERSONNEL LEASING ENTITY FOR ADVENTIST MIDWEST HEALTH AND ITS 501(C)(3) SUBSIDIARY ORGANIZATIONS. COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION FOR DIANE MORGAN IS DISCLOSED IN SCHEDULE J, PART II. X 2 0 X IN-KIND ADMINISTRATIVE EXPENSES 1 11911 COST 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IN COLUMN (B) OF SCHEDULE M, PART I, REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED BY THE FILING ORGANIZATION. PART I, LINE 32B: HINSDALE HOSPITAL FOUNDATION (HHF) IS A CHARITABLE FOUNDATION ORGANIZATION THAT SUPPORTS ADVENTIST MIDWEST HEALTH, A TAX-EXEMPT HOSPITAL ORGANIZATION. IN CARRYING OUT ITS PHILANTHROPIC ACTIVITIES, HHF WILL OCCASIONALLY ENGAGE THIRD-PARTIES TO PROVIDE INVESTMENT ADVISORY SERVICES. FEES PAID TO ANY ENGAGED ADVISORS ARE AT FAIR MARKET VALUE AND THE TERMS ARE ALWAYS NEGOTIATED AT ARM'S LENGTH. PART I, LINE 33: PURSUANT TO THE FILING ORGANIZATION'S NET ASSETS ACCOUNTING POLICY, GIFTS OF DONATED PROPERTY ARE RECORDED BY THE FILING ORGANIZATION TO THE UNRESTRICTED OR RESTRICTED NET ASSETS (EQUITY) ACCOUNTS DEPENDING UPON DONOR STIPULATIONS. ACCORDINGLY, DONATED PROPERTY REPORTED ON LINE 9 WAS RECORDED DIRECTLY TO A RESTRICTED EQUITY ACCOUNT AND IS NOT RECORDED IN THE INCOME STATEMENT. FORM 990, PART VI, SECTION A, LINE 4 THEY BYLAWS OF THE FILING ORGANIZATION WERE AMENDED IN 2023. THE AMENDED BYLAWS PROVIDE THAT THE CHIEF EXECUTIVE OFFICER OF ADVENTIST MIDWEST HEALTH, DBA UCMC MEDICINE ADVENTHEALTH HINSDALE HOSPITAL, AND THE IMMEDIATE PAST CHAIR OF THE HINSDALE HOSPITAL FOUNDATION BOARD SERVE AS NON-VOTING EX OFFICIO BOARD MEMBERS. PRIOR TO THE 2023 AMENDED BYLAWS, THESE BOARD POSITIONS POSSESSED VOTING RIGHTS. THE 2023 AMENDED BYLAWS ALSO INCLUDE A NEW PROVISION ALLOWING THE FILING ORGANIZATION TO INCLUDE AMONG ITS CORPORATE OFFICERS AND ASSISTANT CORPORATE OFFICERS ONE TO FOUR ASSISTANT SECRETARIES. FORM 990, PART VI, SECTION A, LINE 6 HINSDALE HOSPITAL FOUNDATION (THE FILING ORGANIZATION) HAS ONE MEMBER. THE SOLE MEMBER OF THE FILING ORGANIZATION IS MIDWEST HEALTH FOUNDATION. MIDWEST HEALTH FOUNDATION (MHF) IS AN ILLINOIS, NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). THERE ARE NO OTHER CLASSES OF MEMBERSHIP IN THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE FILING ORGANIZATION IS MHF. THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION ARE APPOINTED BY THE SOLE MEMBER, MHF, WHO HAS THE RIGHT TO ELECT, APPOINT OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B MHF, AS THE SOLE MEMBER OF THE FILING ORGANIZATION, HAS THE RESERVED POWER TO APPROVE ANY AMENDMENT, RESTATEMENT, OR REPEALING OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE FILING ORGANIZATION. THE PURPOSES CLAUSE OF THE ARTICLES OF INCORPORATION OR THE CLAUSE CONCERNING ALTERING OR AMENDING THE ARTICLES OF INCORPORATION MAY NOT BE MADE WITHOUT THE APPROVAL OF THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE OF ADVENTIST MIDWEST HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE FILING ORGANIZATION'S CURRENT YEAR FORM 990 WAS REVIEWED BY THE VICE PRESIDENT AND DIRECTOR OF THE FILING ORGANIZATION PRIOR TO ITS FILING WITH THE IRS. THE REVIEW CONDUCTED BY THE VICE PRESIDENT AND DIRECTOR DID NOT INCLUDE THE REVIEW OF ANY SUPPORTING WORKPAPERS THAT WERE USED IN PREPARATION OF THE CURRENT YEAR FORM 990, BUT DID INCLUDE A REVIEW OF THE ENTIRE FORM 990 AND ALL SUPPORTING SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY OF THE FILING ORGANIZATION APPLIES TO MEMBERS OF ITS BOARD OF DIRECTORS AND ITS PRINCIPAL OFFICERS (TO BE KNOWN AS INTERESTED PERSONS). IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, ANY MEMBER OF THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION OR ANY PRINCIPAL OFFICER OF THE FILING ORGANIZATION (I.E. INTERESTED PERSONS) MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST WITH THE FILING ORGANIZATION AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS CONCERNING THE FINANCIAL INTEREST/ARRANGEMENT TO THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION OR TO ANY MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS THAT IS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. SUBSEQUENT TO ANY DISCLOSURE OF ANY FINANCIAL INTEREST/ARRANGEMENT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE RELEVANT BOARD MEMBER OR PRINCIPAL OFFICER, THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS OR COMMITTEE WITH BOARD DELEGATED POWERS SHALL DISCUSS, ANALYZE, AND VOTE UPON THE POTENTIAL FINANCIAL INTEREST/ARRANGEMENT TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. ACCORDING TO THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS (OR COMMITTEE WITH BOARD DELEGATED POWERS), BUT AFTER SUCH PRESENTATION, SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN A CONFLICT OF INTEREST. EACH INTERESTED PERSON, AS DEFINED UNDER THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FILING ORGANIZATION IS A CHARITABLE ORGANIZATION THAT MUST PRIMARILY ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES. THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT PERIODIC REVIEWS SHALL BE CONDUCTED TO ENSURE THAT THE FILING ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION DOES NOT GENERALLY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: TEMPORARILY RESTRICTED CONTRIBUTIONS 1,288,873. TEMPORARILY RESTRICTED INVESTMENT INCOME 122,172. TRANSFER OF NET ASSETS FROM RESTRICTED FUND BALANCE -922,070. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 99,823. FORM 990, PAGE 1, LINE J - WEBSITE: WWW.UCHICAGOMEDICINEADVENTHEALTH.ORG/FOUNDATIONS/HINSDALE-HOSPITAL-FOUND ATION HINSDALE HOSPITAL FOUNDATION 120 NORTH OAK STREET HINSDALE IL 60521 521466387 FUND-RAISING FOR TAX-EXEMPT HOSPITAL IL 501(C)(3) LINE 7 MIDWEST HLTH FOUNDATION 1 MIDWEST HEALTH FOUNDATION 120 NORTH OAK STREET HINSDALE IL 60521 352230515 FUND-RAISING FOR TAX-EXEMPT HOSPITALS IL 501(C)(3) LINE 7 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0