2025-05-15T11:30:46+00:00 2024-06-30 135565207 KPMG LLP 200 EAST RANDOLPH STREET SUITE 5500 CHICAGO IL 606016436 990 2023-07-01 363181170 UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC UCMC 7083332300 One Ingalls Drive Harvey IL 60426 MICHAEL ANTONIADES PRESIDENT 7737021000 2025-05-15 true ZELJKO POPOVIC P01795951 3126651000 2025-05-15 2023 2025-03-06 01:10:19Z MICHAEL ANTONIADES One Ingalls Drive Harvey IL 60426 7053225 false X UCHICAGOMEDICINE.ORG X 1981 IL UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. (UCHHD) SUPPORTS AND ENCOURAGES HEALTH AND HUMAN SERVICE BY PROVIDING ASSISTANCE TO RELATED 501 (C) (3) HOSPITALS. 8 4 0 5 -3947 0 0 0 6935669 6577870 116874 409315 -3763 42048 7048780 7029233 0 0 0 0 0 0 0 0 7468574 7318471 7468574 7318471 -419794 -289238 29383908 42272931 29425484 42974491 -41576 -701560 UCHHD SUPPORTS AND ENCOURAGES HEALTH AND HUMAN SERVICE BY PROVIDING SUPPORT, DIRECTLY OR INDIRECTLY TO INGALLS MEMORIAL HOSPITAL, THE UNIVERSITY OF CHICAGO MEDICAL CENTER, AND OTHER RELATED TAX-EXEMPT ORGANIZATIONS. false false 5206880 6623865 UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. INCREASES EFFICIENCY IN ADMINISTERING PROGRAMS BY SPONSORING PRODUCTIVITY AND COST SAVINGS INITIATIVES FOR RELATED AND AFFILIATED 501(C)(3) ORGANIZATIONS. UCHHD OPERATES TWO PROFESSIONAL OFFICE BUILDINGS TO PROVIDE ACCESS TO HEALTHCARE SERVICES FOR COMMUNITY MEMBERS. 5206880 true false false false false false false false false true false false true true true false true false false true false false false false false false false false true false false false false false false false false false false false false true true true true false false true X 41 0 true 0 true true true CJ false false false false false false false false false false X 8 4 false true false false true true true true true false false true true true true true true true false false X PHILLIP KAUFMAN 7083332300 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 AMY ROSS BOARD MEMBER/SVP UCMC 1.0 41.0 X 0 1434747 158579 BARRY E FIELDS BOARD MEMBER (EFF. 12/6/23) 1.0 3.0 X 0 0 0 JOHN A SVOBODA BOARD MEMBER 1.0 1.0 X 0 0 0 JOSEPH P NOLAN TRUSTEE UCMC (THRU 10/27/23) 1.0 1.0 X 0 0 0 KEVIN M PURCELL BOARD MEMBER 1.0 2.0 X 0 0 0 KRISTA CURELL BOARD MEMBER (EFF. 5/1/24) 1.0 50.0 X 0 1426714 189501 MARK ANDERSON BOARD MEMBER/DEAN, BIOLOGLICAL SCIENCES AND PRESIDENT UCHS 1.0 60.0 X 0 2935701 64204 NATHANIEL SUTTON BOARD MEMBER INGALLS 1.0 1.0 X 0 0 0 THOMAS JACKIEWICZ CHAIRMAN/PRESIDENT UCMC 1.0 42.0 X 0 3453544 366776 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER, UCMC 1.0 59.0 X 0 1704200 233504 JENNIFER HILL SECRETARY 1.0 42.0 X 0 260221 61917 MICHAEL ANTONIADES PRESIDENT, INGALLS 1.0 44.0 X 0 1268833 0 MICHELLE SALOMON TREASURER 1.0 45.0 X 0 246423 37327 PHILLIP KAUFMAN INTERIM CHHD CFO (EFF. 6/22/23) 1.0 45.0 X 0 688969 96318 ANN MCCOLGAN TREASURER (THRU 5/1/23) 0.0 0.0 X 0 271598 26286 EMILY CHASE INTERIM PRESIDENT (7/10/22 THRU 3/7/23) 0.0 40.0 X 0 1375367 152730 SARA HAGGERTY INTERIM CHIEF FINANCIAL OFFICER (THRU 6/22/23) 0.0 43.0 X 0 406195 98471 0 15472512 1485613 0 true true true VAYA WORKFORCE SOLUTIONS 5930 Cornerstone Court West San Diego CA 92121 Contract Labor 2762547 SYNERGY BEHAVIORAL HEALTHCARE LLC 1566 W Algonquin Road Hoffman Estates IL 60192 Behavioral Health 2312762 ARAMARK SERVICES INC 4200 S Halsted St Chicago IL 60609 Catering Services 1659167 PRICE WATERHOUSE COOPERS LLP 300 Madison Avenue New York NY 10017 Internal Audit Services 925349 GALLAGHER BASSETT SERVICES INC 2850 Golf Rd Rolling Meadowns IL 60008 Risk management solutions 896381 16 0 MANAGEMENT FEE 561439 3936111 3936111 RENTAL INCOME 531110 1025387 1025387 SELF INSURANCE REVENUE 525100 1616372 1616372 0 0 0 0 6577870 230765 230765 20045 23992 -3947 0 -3947 -3947 178550 178550 0 178550 178550 OTHER REVENUE 900099 45995 45995 0 0 0 0 45995 7029233 6623865 -3947 409315 184376 184376 787234 787234 30424 30424 391488 384350 7138 0 267 267 9337 1401 7936 294241 248596 45645 8526 7673 853 535350 535350 1745036 1744986 50 SALARY NON-EMPLOYEES 1868125 853938 1014187 CONTRACTED SERVICES 1125710 1125710 EQUIPMENT RENTAL/MAINTENANCE 334806 301325 33481 MEALS AND CATERING 3163 3163 388 388 0 0 7318471 5206880 2111591 0 7203001 12778410 1098795 290003 0 0 0 0 595699 682263 8926099 3970370 5491079 4955729 5545528 5665234 0 886797 8563009 17901292 29383908 42272931 7990044 11883270 0 0 21435440 31091221 29425484 42974491 X -41576 -701560 -41576 -701560 29383908 42272931 X -289238 204122 -574868 X false true X true false X X 2 THE INGALLS MEMORIAL HOSPITAL 362170866 3 false 0 0 UNIVERSITY OF CHICAGO MEDICAL CENTER 363488183 3 true 0 0 2 0 0 false false false false false false false false false false false false false false false true true Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name UCHHD DESIGNATES 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 LAW (THE "CODE"), 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 THE UNIVERSITY OF CHICAGO MEDICAL CENTER, 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. UCHHD OPERATED FOR THE BENEFIT OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC). UCMC CONTROLS UCHHD AND INDIRECTLY CONTROLS THE INGALLS MEMORIAL HOSPITAL (IMH). UCHHD CARRIED OUT THE PURPOSES OF UCMC BY SUPPORTING IMH TO PROVIDE SUPERIOR HEALTH CARE IN A COMPASSIONATE MANNER WHILE MINDFUL OF EACH PATIENT'S DIGNITY AND INDIVIDUALITY. UCMC CALLS UPON THE SKILLS AND THE EXPERTISE OF ALL WHO WORK TOGETHER TO ADVANCE MEDICAL INNOVATION, SERVE THE HEALTH NEEDS OF THE COMMUNITY AND FURTHER THE KNOWLEDGE OF THOSE DEDICATED TO CARING. 536289 536289 8378307 3958867 4419440 0 0 0 11503 11503 0 0 0 0 4955729 INVESTMENTS - ICN 5313715 DUE FROM AFFILIATES 12587577 17901292 DEFERRED COMPENSATION 2416000 INVESTMENTS - MEDCENTRIX 12106680 DUE TO AFFILIATES 14863711 MINORITY INTEREST - ICI 1704830 31091221 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SYSTEM APPLIES ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC TOPIC 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 TOPIC 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, THE SYSTEM DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. UCHHD 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. Central America and the Caribbean 1 0 Investments 11381938 1 0 0 0 1 0 11381938 0 11381938 true false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Other:FMV X X X X false true false false false false false MARK ANDERSON BOARD MEMBER/DEAN, BIOLOGLICAL SCIENCES AND PRESIDENT UCHS 0 2428542 0 495000 0 12159 0 26400 0 37804 0 2999905 0 0 KRISTA CURELL BOARD MEMBER (EFF. 5/1/24) 0 815935 0 493570 0 117209 0 164864 0 24637 0 1616215 0 78734 THOMAS JACKIEWICZ CHAIRMAN/PRESIDENT UCMC 0 1741683 0 1653428 0 58433 0 345452 0 21324 0 3820320 0 0 AMY ROSS BOARD MEMBER/SVP UCMC 0 670624 0 445700 0 318423 0 134305 0 24274 0 1593326 0 301076 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 SARA HAGGERTY INTERIM CHIEF FINANCIAL OFFICER (THRU 6/22/23) 0 327965 0 70147 0 8083 0 54820 0 43651 0 504666 0 0 ANN MCCOLGAN TREASURER (THRU 5/1/23) 0 91513 0 59570 0 120515 0 8158 0 18128 0 297884 0 81828 MICHAEL ANTONIADES PRESIDENT, INGALLS 0 1200000 0 0 0 68833 0 0 0 0 0 1268833 0 0 JENNIFER HILL SECRETARY 0 236436 0 3500 0 20285 0 20161 0 41756 0 322138 0 0 PHILLIP KAUFMAN INTERIM CHHD CFO (EFF. 6/22/23) 0 399616 0 99823 0 189530 0 67741 0 28577 0 785287 0 179087 MICHELLE SALOMON TREASURER 0 196667 0 17772 0 31984 0 35953 0 1374 0 283750 0 0 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER, UCMC 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 UCHHD 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 KRISTA CURELL SARA HAGGERTY THOMAS JACKIEWICZ PHILLIP KAUFMAN AMY ROSS MICHELLE SALOMON IVAN SAMSTEIN 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 KRISTA CURELL - $78,734 PHILLIP KAUFMAN - $179,087 ANN MCCOLGAN - $81,828 AMY ROSS - $301,076 ANN MCCOLGAN RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL RETIREMENT PLAN FOLLOWING THEIR TERMINATION OF EMPLOYMENT, IN ACCORDANCE WITH THE GOVERNING PLAN DOCUMENT ($131,854 TO ANN MCCOLGAN). THESE DISTRIBUTIONS WERE REPORTED AS TAXABLE INCOME AND ARE INCLUDED IN THE COMPENSATION DISCLOSED IN SCHEDULE J IN THE REPORTED YEAR. Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNTS DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY. THOSE WHO MADE USE OF THE DISCRETIONARY SPENDING ACCOUNT RECEIVED BETWEEN $0 AND $10,000 DURING THE YEAR. THESE BENEFITS ARE ALL CONSIDERED TAXABLE COMPENSATION INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). NON-UCMC-EMPLOYED EXECUTIVES ARE INELIGIBLE. Schedule J, Part II COLUMN (B) 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). AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD ANNUALLY REVIEWS THESE BENEFITS IN COMPARISON TO MARKET DATA AND HAS CONCLUDED THAT THESE BENEFITS AND ALL OTHER FORMS OF COMPENSATION PROVIDED TO THESE INDIVIDUALS ARE REASONABLE. 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 , 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): EMILY CHASE, ANN MCCOLGAN, AND SARA HAGGERTY Schedule J, Part III UCHHD 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 3 Delegation of management duties DURING FY2024, UCM COMMUNITY HEALTH & HOSPITAL DIVISION ENGAGED MICHAEL ANTONIADES, A CONSULTANT EMPLOYED BY THE CONSULTING FIRM ALVAREZ & MARSAL, TO SERVE AS INTERIM PRESIDENT OF INGALLS MEMORIAL HOSPITAL. 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 THE UNIVERSITY OF CHICAGO MEDICAL CENTER. 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 THE BOARD OF DIRECTORS SHALL CONSIST OF NINE INDIVIDUALS. FIVE OF THE NINE DIRECTORS SHALL BE ELECTED BY THE MEMBER BOARD FROM AMONG INDIVIDUALS SERVING AS TRUSTEES OF THE MEMBER BOARD OR MEMBERS OF THE SENIOR LEADERSHIP TEAM OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders A DIRECTOR MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY THE MEMBER BOARD OR THE EXECUTIVE COMMITTEE OF THE MEMBER BOARD AS DETERMINED BY THE MEMBER BOARD OR THE EXECUTIVE COMMITTEE OF THE MEMBER BOARD, AS THE CASE MAY BE, IN ITS SOLE DISCRETION. UNIVERSITY OF CHICAGO MEDICAL CENTER MUST APPROVE, AMONGST OTHER ITEMS, ANY MODIFICATION OR AMENDMENT TO ANY MISSION STATEMENT, ANY STATEMENT OF GOALS OR VALUES, THESE BYLAWS OR THE CORPORATION'S ARTICLES OF INCORPORATION; THE SALE, LEASE, EXCHANGE, OR DISPOSITION OF SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION OR ANY OF ITS AFFILIATES; AND THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION OR ANY OF ITS AFFILIATES. 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 and reviewed in detail by an independent accounting firm. 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 Trustees 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 15a Process to establish 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 HOSPITAL AND HEALTHCARE DIVISION, INC (UCM CHHD) COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE COMMITTEE) IS RESPONSIBLE FOR THE OVERSIGHT OF THE UCM CHHD 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 SANCTION 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 FUNCTIONALLY 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 19 Required documents available to the public UCM CHHD'S BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances INVESTMENT IN AFFILIATES - -574868; INGALLS CARE NETWORK 71 W 156TH STREET SUITE 500 HARVEY IL 60426 352477424 HEALTHCARE IL 0 3701570 UCHHD 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 true INGALLS HEALTH VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 AMBULATORY IL 501(c)(3) Type I UCHHD true INGALLS HOME CARE ONE INGALLS DRIVE HARVEY IL 60426 363367939 HEALTHCARE IL 501(c)(3) 10 IMH false INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(c)(3) 3 UCHHD true 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 true 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 AVE MC 1086 CHICAGO IL 60637 474221241 HEALTH SERVICE IL 501(c)(3) 10 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 501(c)(3) 2 NA false UNIVERSITY OF CHICAGO MEDICAL CENTER 5841 S MARYLAND AVENUE CHICAGO IL 60637 363188183 HOSPITAL IL 501(c)(3) 3 UNIV CHICAGO false UNIVERSITY OF CHICAGO TRUST (INDIA) L-9 East Wing Raheja Towers MG R BANGALORE Karnataka IN 560001 FUNDRAISING IN UNIV CHICAGO false ADVENTIST MIDWESTUSP SURGERY CENTERS LLC 14201 DALLAS PARKWAY DALLAS TX 75254 203256430 SURGERY CENTER IL NA N/A false false INGALLS SAME DAY SURGERY CTR 6701 W 159TH ST TINLEY PARK IL 60477 363368549 SURGERY CENTER IL NA N/A false false IRON POINT RE PTNRS - TE(C) LP 201 MAIN ST FORT WORTH TX 76102 260526955 INVESTMENT TX NA N/A false false JAPAN ABSOLUTE VALUE FUND LP 201 WASHINGTON ST BOSTON MA 02108 854345851 INVESTMENT MA NA N/A false false NEEDLE 2023-1 LLC 548 MARKET ST SAN FRANCISCO CA 94104 931514126 INVESTMENT CA NA N/A false false NYDIG DIGITAL ASSETS FUND V LP 1 VANDERBILT AVE NEW YORK NY 10017 362177139 INVESTMENT NY NA N/A false false SILKROAD ASIA VALUE PTNERS II INVESTMENT CJ NA N/A false false UCMC-SOLIS ON-CAMPUS MAMMOGRAPHY LLC 15601 DALLAS PARKWAY SUITE 500 ADDISON TX 75001 352641914 MAMMOGRAPHY DE NA N/A false false UCMC-SOLIS OFF-CAMPUS MAMMOGRAPHY LLC 15601 DALLAS PARKWAY SUITE 300 ADDISON TX 75001 384108853 MAMMOGRAPHY DE NA N/A false false CHARITABLE LEAD TRUST (0) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR LEAD TRUST IL NA Trust false CHARITABLE REMAINDER TRUSTS (68) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR RMDR TRUST IL NA Trust false CAPSTONE CPP 2012 1 FUND INVESTMENT CJ NA C Corporation false EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 981571310 LIAB INSURANCE CJ UCHHD true HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 981571446 LIAB INSURANCE CJ UCHHD true INGALLS CASUALTY INSURANCE LTD ONE INGALLS DRIVE HARVEY IL 60426 980485714 LIAB INSURANCE CJ UCHHD C Corporation 0 265211 1 true INGALLS HEALTH COUNCIL ONE INGALLS DRIVE HARVEY IL 60426 273226539 PURCHASING GROUP IL NA C Corporation false INGALLS PROVIDER GROUP ONE INGALLS DRIVE HARVEY IL 60426 363485578 INSURANCE SERVICE IL IMH C Corporation 395013 2102501 1 true KOHINOOR CORE (CAYMAN) FUND INVESTMENT CJ NA C Corporation false MEDCENTRIX INC ONE INGALLS DRIVE HARVEY IL 60426 363374228 BILLING & MGMT IL UCHHD C Corporation -629969 1399143 1 true NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L TD 981571387 LIAB INSURANCE CJ UCHHD true PENSO FUND PLATFORM SPC - SEG PORTFOLIO 981360251 INVESTMENT CJ NA C Corporation false PHOENIX OVERLAY FUND LTD 401 N MICHIGAN AVE C/O INVST OFFICE CHICAGO IL 60611 INVESTMENT CJ NA C Corporation false POOLED INCOME FUND (1) 5801 S ELLIS AVENUE CHICAGO IL 60637 POOLED INCO FUND IL NA C Corporation false SC CURRICULUM INC 70 WEST MADISON ST CHICAGO IL 60602 SCNC CURRICULUM IL NA C Corporation false SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 981745253 LIAB INSURANCE CJ UCHHD true STANDARD GENERAL OFFSHORE FUND LTD 767 5TH AVE 12TH FLOOR NEW YORK CITY NY 10153 INVESTMENT CJ NA C Corporation false TARPON ALL EQUITIES FUND LP INVESTMENT CJ NA C Corporation false TRULEN INSURANCE SPC LIMITED 981571288 LIAB INSURANCE CJ UCHHD 18581994 101659747 1 true 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 true false false false false false false false false false false true true true true true true true false INGALLS MEMORIAL HOSPITAL A 224716 FMV PRIMARY HEALTHCARE ASSOCIATES A 271118 FMV MEDCENTRIX A 38238 FMV INGALLS MEMORIAL HOSPITAL P 278568 FMV INGALLS MEMORIAL HOSPITAL Q 2872993 FMV INGALLS HOME CARE Q 110501 FMV MEDCENTRIX Q 55258 FMV PRIMARY HEALTHCARE ASSOCIATES Q 254324 FMV 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).