2025-05-15T09:39:57+00:00 2024-06-30 990 2023-07-01 363239703 INGALLS HEALTH VENTURES INGA 7083332300 One Ingalls Drive Harvey IL 604263558 MICHAEL ANTONIADES PRESIDENT 7737021000 2025-05-15 2023 2025-03-06 01:10:19Z MICHAEL ANTONIADES One Ingalls Drive Harvey IL 604263558 7966656 false X UCHICAGOMEDICINE.ORG X 1981 IL THE MISSION OF INGALLS HEATH VENTURES (IHV) IS TO SUPPORT INGALLS MEMORIAL HOSPITAL AND THE PROMOTION OF HEALTH IN THE COMMUNITY. 3 0 0 0 0 0 0 0 3776086 7966656 0 0 0 0 3776086 7966656 0 0 0 0 0 0 0 0 5738997 9928012 5738997 9928012 -1962911 -1961356 4376969 4841525 119828232 150298576 -115451263 -145457051 IHV'S MISSION IS TO PROMOTE AND SUPPORT THE INTEREST AND PURPOSES OF INGALLS MEMORIAL HOSPITAL AND OTHER ORGANIZATIONS THAT PROMOTE THE HEALTH OF THE COMMUNITY AND PROVIDE HEALTHCARE SERVICES. false false 9752092 7881750 IHV SUPPORTS THE INGALLS HEALTH VENTURES HOME INFUSION PROGRAM. THE MEDICAL STAFF OF INGALLS MEMORIAL HOSPITAL PROVIDES PERSONAL SERVICES FOR PATIENT HOME INFUSION NEEDS. 173424 84906 IHV HOLDS REAL ESTATE PROPERTIES IN ORDER TO ASSIST INGALLS MEMORIAL HOSPITAL IN PROVIDING HEALTH SERVICES TO THE COMMUNITY. 9925516 true false false false false false false false false true false true false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 5 0 true 0 false false false false false false false false false false false false X 3 0 false true false false true true true true true false false true true true true true true false false true true X PHILLIP KAUFMAN 7083332300 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 MICHAEL ANTONIADES PRESIDENT, INGALLS 1.0 44.0 X X 0 1268833 0 PHILLIP KAUFMAN BOARD MEMBER/SECRETARY/TREASURER (EFF. 7/1/23) 1.0 45.0 X X 0 688969 96318 SARA HAGGERTY SECRETARY/TREASURER (THRU 6/30/23) 1.0 42.0 X X 0 406195 98471 LESLIE LES R STERN BOARD MEMBER/PRESIDENT CARE NETWORK (THRU 3/1/24) 1.0 44.0 X 0 576272 120722 MARY JO CRANDALL BOARD MEMBER (EFF. 3/1/24) 1.0 40.0 X 0 346778 28640 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER 1.0 59.0 X 0 1704200 233504 EMILY CHASE INTERIM PRESIDENT (7/10/22 THRU 3/7/23) 0.0 40.0 X 0 1375367 152730 0 6366614 730385 0 true true true PROHEALTH PHARMACY SOLUTIONS 500 WINDERLEY PLACE MAITLAND FL 32751 PHARMACY SERVICES 1011792 1 0 PHARMACY PRESCRIPTION REVENUE 446110 7881750 7881750 RENTAL INCOME 531120 84906 84906 0 0 0 0 7966656 0 0 0 0 0 0 0 0 0 7966656 7966656 0 0 X 134 134 66 66 2382456 2382456 0 0 22962 20666 2296 48076 48076 0 81615 81615 83 83 Pharmacy Supplies 7345851 7345851 Repair and maintenance 46363 46363 340b/Pharmacy 370 370 Miscellaneous expenses 36 36 0 0 0 0 9928012 9925516 2496 0 1552957 1677178 0 0 0 0 213765 580349 2309 1445755 509996 1013783 935759 0 1525951 1610272 70513 35658 4376969 4841525 6402183 9077310 0 0 113426049 141221266 119828232 150298576 X -115451263 -145457051 -115451263 -145457051 4376969 4841525 X -1961356 -28044432 X false true X true false X X 2 INGALLS MEMORIAL HOSPITAL 362170866 3 true 0 7966656 UNIVERSITY OF CHICAGO MEDICAL CENTER 363488183 3 false 0 0 2 0 7966656 false false false false false false false false false false false false false false false true true Schedule A, Part IV, Section B, Line 1 SCH A, PART IV, SECTION B, LINE 1 UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. (CHHD) IS THE SOLE CORPORATE MEMBER OF INGALLS HEALTH VENTURES (IHV) AND INGALLS MEMORIAL HOSPITAL (IMH). UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC) IS THE SOLE CORPORATE MEMBER OF CHHD. THE NUMBER OF DIRECTORS OF IHV SHALL BE NO LESS THAN THREE (3) AND NO MORE THAN SIX (6). THE PRESIDENT OF IHV AND THE DEAN AND EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS OF THE UNIVERSITY OF CHICAGO, BIOLOGICAL SCIENCES DIVISION (OR HIS DESIGNEE) SHALL BE DIRECTORS EX OFFICIO OF IHV. THE REMAINING DIRECTORS SHALL BE DESIGNATED BY CHHD. CHHD SHALL RETAIN THE RIGHT TO REMOVE ANY DIRECTOR, OTHER THAN AN EX OFFICIO DIRECTOR, AT ANY TIME, WITH OR WITHOUT CAUSE. CHHD, THEREFORE AT ALL TIMES CONTROLS IHV. BECAUSE UCMC CONTROLS CHHD, UCMC ALSO CONTROLS IHV. Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name IHV ADOPTED AMENDED AND RESTATED ARTICLES ON OCTOBER 5, 2017 TO DESIGNATE ITS SUPPORTED ORGANIZATIONS BY CLASS OR PURPOSE AS FOLLOWS: THE CORPORATION WILL AT ALL TIMES BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), TO PROMOTE AND SUPPORT, DIRECTLY OR INDIRECTLY, BY DONATION, LOAN OR OTHERWISE, THE INTERESTS AND PURPOSES OF ORGANIZATIONS THAT PROMOTE THE HEALTH OF THE COMMUNITY AND PROVIDE HEALTHCARE SERVICES, INCLUDING INGALLS MEMORIAL HOSPITAL, AN ILLINOIS NOT-FOR-PROFIT CORPORATION, PROVIDED THAT SUCH ORGANIZATIONS ARE TAX-EXEMPT UNDER 501(C)(3) OF THE CODE ARE DESCRIBED IN 509(A)(1) OR (2) OF THE CODE. Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. IHV FURTHERS THE EXEMPT PURPOSES OF UCMC BY OPERATING FOR THE BENEFIT OF IMH. UCMC'S EXEMPT PURPOSE IS DELIVERING SUPERIOR HEALTH CARE AND IMH PROVIDES SUCH CARE TO CHICAGO'S SOUTH SUBURBS. IHV BENEFITS IMH BY PERFORMING ACTIVITIES TO ASSIST UCMC DELIVERING SUCH HEALTH CARE. 21099 21099 1366151 397868 968283 0 0 22477 100501 -78024 36028 11627 24401 935759 INGALLS SAME DAY SURGERY, LTD. INGALLS SAME DAY SURGERY, LTD. 1610272 1610272 INVESTMENT - PRIMARY HEALTHCARE ASSOC 141221266 OTHER LIABILITIES 141221266 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SYSTEM APPLIES THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC 740 PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC 740, TAX POSITIONS ARE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. AS OF JUNE 30, 2024 AND 2023, INGALLS HEALTH VENTURES DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. INGALLS HEALTH VENTURES IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. false true false false false false false EMILY CHASE INTERIM PRESIDENT (7/10/22 THRU 3/7/23) 0 548190 0 459963 0 367214 0 109990 0 42740 0 1528097 0 318337 MICHAEL ANTONIADES PRESIDENT, INGALLS 0 1200000 0 0 0 68833 0 0 0 0 0 1268833 0 0 SARA HAGGERTY SECRETARY/TREASURER (THRU 6/30/23) 0 327965 0 70147 0 8083 0 54820 0 43651 0 504666 0 0 PHILLIP KAUFMAN BOARD MEMBER/SECRETARY/TREASURER (EFF. 7/1/23) 0 399616 0 99823 0 189530 0 67741 0 28577 0 785287 0 179087 MARY JO CRANDALL BOARD MEMBER (EFF. 3/1/24) 0 289780 0 49740 0 7258 0 28640 0 0 0 375418 0 0 LESLIE LES R STERN BOARD MEMBER/PRESIDENT CARE NETWORK (THRU 3/1/24) 0 446414 0 104305 0 25553 0 76040 0 44682 0 696994 0 0 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER 0 1067829 0 598691 0 37680 0 195751 0 37753 0 1937704 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION OF THE PRESIDENT AND CEO OF IHV IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDIES/SURVEYS, ALONG WITH APPROVAL BY THE COMPENSATION COMMITTEE, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCHHD COMPENSATION COMMITTEE CONDUCTS ITS REVIEW AND APPROVAL PROCESS IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW AND APPROVAL PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IS DESIGNED TO RESULT IN COMPETITIVE AND REASONABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2024 FOR CALENDAR YEAR 2023: EMILY CHASE MARY JO CRANDALL SARA HAGGERTY PHILLIP KAUFMAN IVAN SAMSTEIN LESLIE STERN THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2023 W-2S): EMILY CHASE - $318,337 PHILLIP KAUFMAN - $179,087 Schedule J, Part II TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2023 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCMC OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES): EMILY CHASE Schedule J, Part III UCHHD, THE SOLE CORPORATE MEMBER OF INGALLS HEALTH VENTURES, PAID COMPENSATION IN THE AMOUNT OF $1,268,833 TO THE CONSULTING FIRM ALVAREZ & MARSAL FOR THE SERVICES OF MICHAEL ANTONIADES, INTERIM PRESIDENT. Form 990, Part VI, Line 15a PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT OFFICIAL THE UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC) IS RESPONSIBLE FOR DETERMINING AND ADMINISTERING COMPENSATION FOR ALL OFFICERS OF EACH RESPECTIVE ENTITY WITHIN THE UCMC CORPORATE STRUCTURE. ALL COMPENSATION AND BENEFIT APPROVALS ARE MADE (BY THE UCM CHHD COMPENSATION COMMITTEE, AS EXPLAINED BELOW) AS RECOMMENDATIONS TO THE UCMC COMPENSATION COMMITTEE AND ARE SUBJECT TO FURTHER REVIEW AND APPROVAL BY THE UCMC COMPENSATION COMMITTEE. BELOW IS THE PROCESS USED TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND SENIOR EXECUTIVES. THE UCM COMMUNITY HEALTH AND HOSPITAL DIVISION, INC. (UCM CHHD) COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE COMMITTEE) IS RESPONSIBLE FOR THE OVERSIGHT OF THE INGALLS MEMORIAL HOSPITAL EXECUTIVE COMPENSATION DECISION-MAKING PROCESS. ITS REVIEW PROCESS IS DESIGNED TO SATISFY THE PROCEDURAL CRITERIA NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (UNDER INTERMEDIATE SANCTIONS REGULATIONS) WITH RESPECT TO THE TOTAL COMPENSATION AND BENEFITS PROVIDED. THE COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, ALL OF WHOM ARE "DISINTERESTED" WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS REGULATIONS. IT REVIEWS AND APPROVES COMPENSATION AND EMPLOYEE BENEFITS PROVIDED TO THE ORGANIZATION'S PRESIDENT AND KEY EXECUTIVES BY FOLLOWING ITS WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT AND WRITTEN COMPENSATION REVIEW PROCESS, WHICH INCLUDES SEEKING COUNSEL FROM OUTSIDE PROFESSIONAL ADVISORS AND RELYING IN ADVANCE ON APPROPRIATE COMPARABILITY DATA (FOR FUNCTIONALY SIMILAR POSITIONS AT SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS) PROVIDED BY AN INDEPENDENT THIRD PARTY CONSULTANT. THE COMMITTEE REVIEWS AND APPROVES ALL NEW COMPENSATION RANGES, AS WELL AS CURRENT PACKAGES FOR NEWLY HIRED EXECUTIVES, AS NEEDED, BUT AT LEAST ANNUALLY. IT PREPARES A TIMELY AND THOROUGH WRITTEN RECORD OF ITS DELIBERATIONS AND CONCLUSIONS. Form 990, Part VI, Line 3 Delegation of management duties DURING FY2024, UCM COMMUNITY HEALTH & HOSPITAL DIVISION, THE SOLE CORPORATE MEMBER OF INGALLS HEALTH VENTURES, ENGAGED MICHAEL ANTONIADES, A CONSULTANT EMPLOYED BY THE CONSULTING FIRM ALVAREZ & MARSAL, TO SERVE AS INTERIM PRESIDENT OF INGALLS HEALTH VENTURES. Form 990, Part VI, Line 6 Classes of members or stockholders PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE VOTING MEMBER OF THE ORGANIZATION IS UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. (CHHD), A RELATED TAX-EXEMPT ORGANIZATION. AS THE ORGANIZATION'S SOLE CORPORATE MEMBER, IT HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. DESIGNATES THE REMAINING DIRECTORS TO SERVE ON THE BOARD WITH THE TWO EX OFFICIO DIRECTORS, THE PRESIDENT OF THE ORGANIZATION AND THE DEAN AND EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS OF THE UNIVERSITY OF CHICAGO, BIOLOGICAL SCIENCES DIVISION (OR THEIR DESIGNEE). Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. SHALL RETAIN THE RIGHT TO REMOVE ANY DIRECTOR, OTHER THAN AN EX OFFICIO DIRECTOR, AT ANY TIME, WITH OR WITHOUT CAUSE. UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. MUST APPROVE ANY MODIFICATION OR AMENDMENT TO ANY MISSION STATEMENT, STATEMENT OF GOALS OR VALUES, THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; THE SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; AND THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared internally by the UCMC tax department using information provided by management. The full form, including supplemental schedules, is reviewed in detail by the Tax Director. At its regularly scheduled meeting, the compensation committee of the UCMC Board of Trustees is provided a draft copy of portions of the Form 990. The final complete version of the Form 990 is then distributed to all voting members of the Board of Directors prior to its filing. Form 990, Part VI, Line 12c Conflict of interest policy PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ALL OFFICERS, DIRECTORS, BOARD MEMBERS, AND KEY EMPLOYEES MUST AVOID SITUATIONS IN WHICH THEIR PERSONAL INTERESTS MAY CONFLICT, OR APPEAR TO CONFLICT, WITH THE INTEREST OF INGALLS, AND INGALLS REVIEWS ITS OWN RELATIONSHIPS WITH OTHER CARE PROVIDERS, EDUCATIONAL INSTITUTIONS, AND PAYERS TO DETERMINE IF POTENTIAL CONFLICTS EXISTS. BOARD MEMBERS AND EMPLOYEES SHALL HAVE THE CONTINUING AFFIRMATIVE DUTY TO REPORT TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF INGALLS ANY PERSONAL OWNERSHIP OF INTEREST OR OTHER RELATIONSHIP THAT MIGHT AFFECT THEIR ABILITY TO EXERCISE IMPARTIAL, ETHICAL BUSINESS JUDGMENTS IN THE AREA OF THEIR RESPONSIBILITIES. PER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS AND EMPLOYEES AT MANAGEMENT LEVEL WILL BE REQUIRED TO COMPLETE A CERTIFICATION AND DISCLOSURE FORM, ON A SCHEDULE DETERMINED BY THE CORPORATE COMPLIANCE OFFICER. COMPLETION OF THIS FORM IS A REQUIREMENT FOR ALL BOARD MEMBERS AND MANAGERIAL EMPLOYEES, AND MAY BE REQUIRED OF NON-MANAGEMENT EMPLOYEES AS DETERMINED BY THE PRESIDENT AND CEO AND CORPORATE COMPLIANCE OFFICER. EMPLOYEES ALSO HAVE A DUTY TO REPORT CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST OF WHICH THEY MAY BE AWARE OF INVOLVING OTHER EMPLOYEES. EACH SITUATION REPORTED SHALL BE REVIEWED BY THE PRESIDENT AND CEO, AND INGALL'S CORPORATE COMPLIANCE OFFICER, AND A DETERMINATION SHALL BE MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS OF MAY ARISE FROM SUCH SITUATION. THE DECISION OF THE PRESIDENT AND CEO AND CORPORATE COMPLIANCE OFFICER REGARDING WHETHER A CONFLICT EXISTS SHALL BE FINAL. PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S RESOLUTION OF SUCH CONFLICT. THE ORGANIZATION FURTHER PROMOTES KNOWLEDGE AND UNDERSTANDING OF THE CONFLICT-OF-INTEREST POLICY IN THE EMPLOYEE HANDBOOK. EACH EMPLOYEE IS REQUIRED TO SIGN AN ACKNOWLEDGEMENT OF THE HANDBOOK UPON EMPLOYMENT. Form 990, Part VI, Line 19 Required documents available to the public ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section B, Line 1 PART VII, SECTION B, LINE 1 EXPENSES OF INGALLS HEALTH VENTURES (IHV) AND RELATED ENTITIES (SEE SCHEDULE R) ARE PAID BY UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. CHHD IS RESPONSIBLE FOR ISSUING THE 1099'S TO INDEPENDENT CONTRACTORS, AND SUBSEQUENTLY ALLOCATES A PERCENTAGE OF THE EXPENSE AND RECEIVES REIMBURSEMENT FROM THE RELATED ENTITIES. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 0, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Form 990, Part IX, Line 11g Other Fees Contract Labor - Total Expense: 1620051, Program Service Expense: 1620051, Management and General Expenses: , Fundraising Expenses: ; Non-employee salary expense - Total Expense: 517132, Program Service Expense: 517132, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Total Expense: 133144, Program Service Expense: 133144, Management and General Expenses: , Fundraising Expenses: ; Program Support Services - Total Expense: 104029, Program Service Expense: 104029, Management and General Expenses: , Fundraising Expenses: ; Laundry Services - Total Expense: 8100, Program Service Expense: 8100, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances INVESTMENT IN PRIMARY HEALTHCARE ASSOCIATES, SC - -28132345; INVESTMENT IN INGALLS SAME DAY SURGERY - 87913; ADVENTIST BOLINGBROOK HOSPITAL 500 REMINGTON BLVD BOLINGBROOK IL 60440 651219504 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST GLENOAKS HOSPITAL 701 WINTHROP AVE GLENDALE HEIGHTS IL 60139 363208390 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST HEALTH PARTNERS INC 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 364138353 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false ADVENTIST MIDWEST HEALTH 120 N OAK STREET HINSDALE IL 60521 362276984 2 HOSPITALS IL 501(c)(3) 3 NA false AHP SPECIALTY CARE NFP 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 811105774 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false AHS MIDWEST MANAGEMENT INC 500 REMINGTON BLVD BOLINGBROOK IL 60440 363354567 PHYSICIAN PRACTICE MANAGEMENT IL 501(c)(3) Type I ADVENT MIDWEST HEALTH false ARCH DEVELOPMENT CORPORATION 5555 S WOODLAWN AVENUE CHICAGO IL 60637 363485244 TECH TRANSFER IL 501(c)(3) Type I UNIV CHICAGO false ASIAN HEALTH COALITION 180 W WASHINGTON ST SUITE 1 CHICAGO IL 60602 311607193 HLTH ACCESS IL 501(c)(3) 10 UNIV CHICAGO false CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH STREET CHICAGO IL 60637 362167012 POL RES CTR IL 501(c)(3) 7 NA false CHICAGO HOME FOR THE INCURABLES 5801 S ELLIS AVENUE CHICAGO IL 60637 362169138 SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false CHICAGO TUMOR INSTITUTE 5801 S ELLIS AVENUE CHICAGO IL 60637 237136019 SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false COURT THEATRE FUND 5535 S ELLIS AVENUE CHICAGO IL 60637 363203660 SUPP THE ARTS IL 501(c)(3) Type I UNIV CHICAGO false FERMI FORWARD DISCOVERY GROUP LLC 5801 S ELLIS AVENUE CHICAGO IL 60637 933319101 MANAGEMENT IL 501(c)(3) 7 UNIV CHICAGO false FERMI RESEARCH ALLIANCE LLC PO BOX 500 BATAVIA IL 60510 571239010 MANAGE LAB IL 501(c)(3) 7 NA false HYMEN MILGROM SUPPORTING ORGANIZATION 33 N LASALLE ST STE 2131 CHICAGO IL 60602 466789522 SUPP EDU RES VA 501(c)(3) Type III-O NA false INGALLS DEVELOPMENT FOUNDATION ONE INGALLS DRIVE HARVEY IL 60426 363189150 SUPPORT IL 501(c)(3) 7 UCHHD false INGALLS HOME CARE ONE INGALLS DRIVE HARVEY IL 60426 363367939 HEALTHCARE IL 501(c)(3) 10 IMH false LAKE PARK ASSOCIATES 5801 S ELLIS AVENUE CHICAGO IL 60637 366111317 PROP HOLDG IL 501(c)(2) UNIV CHICAGO false NATIONAL OPINION RESEARCH CENTER (NORC) 55 E MONROE AVENUE CHICAGO IL 60603 362167808 SO SCI SRVYS IL 501(c)(3) 7 NA false PRIMARY HEALTHCARE ASSOCIATES SC 71 W 156TH STREET HARVEY IL 60426 364132865 HEALTHCARE IL 501(c)(3) 10 UCHHD false THE INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(c)(3) 3 UCHHD false THE JOHN CRERAR FOUNDATION 5730 S ELLIS AVENUE CHICAGO IL 60637 363155157 SUPP LIBRARY IL 501(c)(3) Type III-O UNIV CHICAGO false THE MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 042104690 RES & EDU MA 501(c)(3) 7 UNIV CHICAGO false THE QUADRANGLE CLUB 5801 S ELLIS AVENUE CHICAGO IL 60637 361655190 SOCIAL CLUB IL 501(c)(7) UNIV CHICAGO false THE UNIV OF CHICAGO FDN IN THE HONG KONG LTD FUNDRAISING HK UNIV CHICAGO false THE UNIVERSITY OF CHICAGO CLOISTERS CLUB 1212 E 59TH STREET CHICAGO IL 60637 SOCIAL CLUB IL UNIV CHICAGO false UCHICAGO MEDICINE NORTHWEST INDIANA INC 5841 S MARYLAND AVE CHICAGO IL 60637 922355855 HOSPITAL IN 501(c)(3) 3 UCMC false UCHICAGO RESEARCH INTERNATIONAL LIMITED 5801 S ELLIS AVENUE CHICAGO IL 60637 262741573 RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false UCM CARE NETWORK MEDICAL GROUP INC 5841 S MARYLAND AVENUE CHICAGO IL 60637 474221241 HEALTH SERVICE IL 501(c)(3) 10 UCMC false UCM COMMUNITY HEALTH & HOSPITAL DIVISION ONE INGALLS DRIVE HARVEY IL 60426 363181170 MANAGEMENT IL 501(c)(3) Type I UCMC false UCMC TITLE HOLDING CORPORATION 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 812126789 TITLE HOLD IL 501(c)(3) Type I UCMC false UCMC TITLE HOLDING CORPORATION II NFP 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 821736040 TITLE HOLD IL 501(c)(3) Type I UCMC false UNIV OF CHI BOOTH SCH OF BUS (SINGAPORE) EDUCATION SN UNIV CHICAGO false UNIV OF CHI BOOTH SCH OF BUS (UK) EDUCATION UK UNIV CHICAGO false UNIV OF CHICAGO CANCER RESEARCH FD 5801 S ELLIS AVENUE CHICAGO IL 60637 366056201 SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false UNIV OF CHICAGO CENTER IN PARIS (FRANCE) EDUCATION FR UNIV CHICAGO false UNIV OF CHICAGO CHARTER SCHOOL CORP 5801 S ELLIS AVENUE CHICAGO IL 60637 364225812 EDUCATION IL 501(c)(3) 2 UNIV CHICAGO false UNIV OF CHICAGO PROPERTY HOLDING CO 5801 S ELLIS AVENUE CHICAGO IL 60637 366108743 PROP HOLDG IL 501(c)(2) UNIV CHICAGO false UNIV OF CHICAGO RETIREE MEDICAL TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363999692 MEDICAL TRUST IL 501(c)(3) Type I UNIV CHICAGO false UNIV OF CHICAGO SELF INSURANCE TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363020034 MALPRAC TR IL 501(c)(3) Type I UNIV CHICAGO false UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 EDUCATION IL 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Corporation false TARPON ALL EQUITIES FUND LP INVESTMENT CJ NA C Corporation false TRULEN INSURANCE SPC LIMITED 981571288 LIAB INSURANCE CJ UCHHD false UCHICAGO (BEIJING) CONSULTING CO LTD CONSULTING CH NA C Corporation false UCHICAGO CENTER IN INDIA PRIVATE LIMITED CONSULTING IN NA C Corporation false VIEWFORTH EUROPEAN EQUITY FUND LIMITED INVESTMENT CJ NA C Corporation false false false false false false false false false false true false true true true true true false false true Schedule R, Part II Although each of UCMC and Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) and its wholly-owned subsidiary, Adventist Health System/Sunbelt, Inc. (AHSSI), appoint only half of Adventist Midwest Health (AMH's) Board of Directors, and thus neither technically has control over AMH based on the definition of "control" in the Schedule R instructions, the affiliation between UCMC and AMH gives UCMC a significant amount of control over AMH, and therefore AMH and its subsidiaries are being reported on the Schedule R of UCMC. For GAAP reporting, UCMC's consolidated financial statements reflect UCMC's controlling interest in the net assets and operations of AMH. Furthermore, the University of Chicago controls both UCMC (by virtue of being its sole member) and AMH and its subsidiaries (within the meaning of Reg §53.4968-3(b)(2)(iii)). As a result, UCMC and AMH and its subsidiaries are related by reason of both being controlled by the University of Chicago (though the University's control over AMH is within the meaning of Reg §53.4968-3(b)(2)(iii)) rather than the Schedule R instructions).