2025-07-08T14:23:42-05:00 2024-08-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-09-01 363761674 MICHAEL REESE RESEARCH AND EDUCATION FOUNDATION MICH 3128686096 1339 S WOOD STREET G CHICAGO IL 60608 JASON ROTHSTEIN EXECUTIVE DIRECTOR 3128686096 2025-07-08 1 0 KIMBERLY A HAUMANN P00546491 3122071040 2025-07-08 2023 2025-03-06 01:10:19Z JASON ROTHSTEIN 1339 S WOOD STREET G CHICAGO IL 60608 21602038 0 X MICHAELREESEFOUNDATION.ORG X 1991 IL CONDUCT MEDICAL RESEARCH, EDUCATION AND COMMUNITY SERVICE FOR VARIOUS AREAS OF MEDICINE, INCLUDING, BUT NOT LIMITED TO, ONCOLOGY RESEARCH, CARDIOVASCULAR RESEARCH AND HEALTHCARE DELIVERY. 12 9 8 9 0 0 1384885 1502980 0 0 -618958 -274573 1709354 1367365 2475281 2595772 350193 228100 0 0 623277 825516 0 0 0 1743532 1788766 2717002 2842382 -241721 -246610 15191603 15652009 2440669 1711833 12750934 13940176 X THE RESEARCH AND EDUCATION FOUNDATION CONDUCTS MEDICAL RESEARCH, EDUCATION, AND COMMUNITY SERVICES FOR VARIOUS AREAS OF MEDICINE INCLUDING, BUT NOT LIMITED TO, ONCOLOGY RESEARCH, CARDIOVASCULAR RESEARCH, AND HEALTHCARE DELIVERY. 0 0 1507217 228100 HIV CARETHE HIV CARE PROGRAM PROVIDES INTEGRATED PRIMARY AND MULTI-SPECIALTY CARE, ADHERENCE EDUCATION, CASE MANAGEMENT, SUBSTANCE ABUSE SERVICES, MENTAL HEALTH CARE AND PREVENTION INTERVENTIONS FOR PEOPLE LIVING WITH HIV DISEASE. 356381 WOMEN'S HEALTHTHE WOMEN'S HEALTH PROGRAM PROVIDES FREE SCREENING MAMMOGRAMS AND CERVICAL SCREENINGS AS WELL AS DIAGNOSTIC FOLLOW-UP SERVICES TO UNINSURED WOMEN, REGARDLESS OF INCOME. FOR WOMEN WHO ARE DIAGNOSED WITH BREAST OR CERVICAL CANCER, SURGERY, TREATMENT, MEDICATIONS AND RECONSTRUCTIVE BREAST SURGERY ARE ALSO PROVIDED. 7133105 340B DRUG PURCHASING PROGRAM - THE FOUNDATION ENTERED INTO AN AGREEMENT WITH A THIRD PARTY TO FACILITATE THE PARTICIPATION IN THE 340B DRUG PURCHASING PROGRAM WITHOUT THE NEED TO ESTABLISH AND OPERATE ITS OWN PHARMACY. OUTPATIENTS OF THE CLINICS WHO ARE ELIGIBLE CAN PURCHASE OR RECEIVE COVERED 340B DRUGS. 305067 COMMUNITY OUTREACH, COMMUNITY SCHOLARSHIPS AND FUND AN ENDOWMENT FOR CARDIOVASCULAR PHARMACOTHERPY. 305067 2168665 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JASON ROTHSTEIN 3127686096 1339 S WOOD STREET SUITE G CHICAGO IL 60608 ARTHUR MOSWIN MD DIRECTOR 10.00 X 14960 0 0 SANDRA WILKS RN DIRECTOR 8.00 X 24960 0 0 WILLIAM CHAMBERLIN MD DIRECTOR, CHAIRMAN 1.00 X X 0 0 0 DENNIS LEVINSON MD DIRECTOR, TREASURER 1.00 X X 0 0 0 ALAN SCHWARTZPHD DIRECTOR 0.50 X 0 0 0 DAVID B LIEB MD DIRECTOR 0.50 X 0 0 0 ALAN JACKSON MD DIRECTOR 0.50 X 0 0 0 MARK C SHIELDS MD DIRECTOR 0.50 X 0 0 0 DONNA THOMPSON DIRECTOR 0.50 X 0 0 0 AUDREY TATAR MC DIRECTOR 0.50 X 0 0 0 GABRIELA ILLA DIRECTOR 0.50 X 0 0 0 JASON ROTHSTEIN-9123 EXECUTIVE DIRECTOR 40.00 X X 46159 0 0 LYNN P VOCELKA ASSOC DIRECTOR 40.00 X 132733 0 0 HONG DENG NURSE CASE MANAGER 40.00 X 103648 0 0 WILLIAM CLARKPHD-THRU 83123 FORMER EXECUTIVE DIRECTOR 40.00 X 144297 0 3460 466757 0 3460 3 1 0 0 WILLIAM BLAIR 150 N RIVERSIDE PLAZA CHICAGO IL 60606 INVESTMENT SERVICES 115059 1 1496067 6913 1502980 116095 116095 12844936 13235604 -390668 -390668 -390668 7133105 5770662 1362443 1362443 OTHER INCOME 900099 4922 4922 4922 2595772 1362443 0 -269651 X 228100 228100 166921 166921 559640 354129 205511 55739 25156 30583 43216 19504 23712 115051 115051 66509 66509 115059 115059 1072249 1067075 5174 89159 64159 25000 23545 20413 3132 43229 34409 8820 PATHOLOGY & RADIOLOGY 114598 114598 SUPPLIES 90865 88841 2024 OTHER 31728 31407 321 TELEPHONE 23920 3849 20071 2854 1974 880 2842382 2168665 673717 0 204660 164615 810490 934541 1428030 1038515 117867 88779 5453 4352 12625103 13421207 15191603 15652009 1351780 1273665 1085033 434312 3856 3856 2440669 1711833 X 12368401 13536618 382533 403558 12750934 13940176 15191603 15652009 -246610 1435852 0 X 0 1 X 1 1 1 X 1293221 1562964 1339776 1384885 1502980 7083826 1293221 1562964 1339776 1384885 1502980 7083826 7083826 63439 55266 53363 73062 116095 361225 4922 4922 7449973 31390986 0.95090 0.96090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 292377 27861 320238 268712 23665 292377 557856 -289144 268712 475802 82054 557856 365294 110508 475802 1.00000 0 0 0 9687227 1435852 5770662 7206514 2480713 115059 115059 2595772 8497985 5770662 5770662 2727323 115059 115059 2842382 PART IV, LINE 2B: THE FOUNDATION HOLDS SEVERAL FUND ACCOUNTS ON BEHALF OF OTHER PARTIES WHICH ARE GRANTS OR CONTRACTS NOT SPECIFICALLY AWARDED TO THE FOUNDATION, BUT WHICH THE FOUNDATION HAS AGREED TO MANAGE FOR THE INVESTIGATORS. THESE FUNDS INCLUDE FUNDS FOR OB/GYN RESEARCH, MEDICAL STAFF, A HOSPICE DONATION ACCOUNT, A CARDIOLOGY RESEARCH ACCOUNT, AND A PATHOLOGY ACCOUNT. THE FOUNDATION RECEIVES A SMALL ADMINISTRATIVE FEE FOR THESE MANAGEMENT SERVICES. PART V, LINE 4: TO FUND THE FOUNDATION'S OPERATIONS PART XI, LINE 2D - OTHER ADJUSTMENTS: SALE OF INVENTORY EXPENSES 5,770,662. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALE OF INVENTORY EXPENSES 5,770,662. 1 MEDICAL ORGANIZATION FOR LATINO ADVANCEMENT - MOLA 905 CHIPPEWA LAND WILMETTE IL 60091 821571454 501(C)(3) 15000 0 SCHOLARSHIPS FOR YOUNG LATINO MEN AND WOMEN IN THE HEALTHCARE ARENA INSTITUTE OF MEDICINE CHICAGO 1339 S WOOD STREET G CHICAGO IL 60608 362217993 501(C)(3) 3000 0 IOMC DR M DRAKES RESEARCH-PREDICTING OVARIAN CANCER ROSELAND FRANKLIN UNIVERSITY OF MEDICAL SCIENCE 3333 GREEN BAY ROAD NORTH CHICAGO IL 60064 362181973 501(C)(3) 200000 0 3D MAMMOGRAPHY MACHINE ADVOCATE TRINITY HOSPITAL 2320 E 93RD ST CHICAGO IL 60617 362169147 501(C)(3) 10000 0 ADVOCATE SCHOLARSHIP URBAN ALLIANCE 1025 VERMONT AVE NW WASHINGTON DC 20005 521938443 501(C)(3) 100 0 GENERAL OPERATIONS 5 0 PART I, LINE 2: RECORDS ARE MAINTAINED ON GRANTS INCLUDING A LISTING OF ALL RECIPIENTS AND AWARD AMOUNTS. 0 0 0 0 0 0 0 0 0 WILLIAM CLARKPHD-THRU 83123 FORMER EXECUTIVE DIRECTOR 144297 0 0 0 0 0 3460 0 0 0 147757 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 FISCAL MANAGEMENT OF THE HIV CARE PROGRAM IS PERFORMED BY HEKTOEN, AN UNRELATED TAX EXEMPT ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES AN ANNUAL ASSESSMENT OF ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION REQUIRES REVIEW BY THE EXECUTIVE COMMITTEE, THE USE OF COMPARABLE DATA, AS WELL AS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 987,215. MANAGEMENT AND GENERAL EXPENSES 174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 987,389. PT LAB FEES/SERVICE: PROGRAM SERVICE EXPENSES 79,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,860.