2025-05-15T09:41:01+00:00 2024-06-30 990 2023-07-01 363367939 INGALLS HOME CARE INGA 7083310226 One Ingalls Drive Harvey IL 60426 MICHAEL ANTONIADES PRESIDENT 7737021000 2025-05-15 2023 2025-03-06 01:10:19Z MICHAEL ANTONIADES One Ingalls Drive Harvey IL 60426 6798285 false X UCHICAGOMEDICINE.ORG X 1985 IL INGALLS HOME CARE (IHC) PROVIDES HOME HEALTHCARE SERVICES IN THE HOMES OF PATIENTS, BOTH TEMPORARILY OR INDEFINITELY, FOLLOWING HOSPITAL DISCHARGE. 3 0 137 0 0 0 0 0 5925122 6147161 354551 651062 3899 62 6283572 6798285 0 0 0 7659469 8029591 0 0 0 2249914 1694981 9909383 9724572 -3625811 -2926287 27329426 25066852 1941736 1989725 25387690 23077127 X INGALLS HOME CARE (IHC) PROVIDES HOME HEALTHCARE SERVICES IN THE HOMES OF PATIENTS, BOTH TEMPORARILY OR INDEFINITELY, FOLLOWING HOSPITAL DISCHARGE. false false 4744118 3682220 INTERMITTENT HOME CARE: INGALLS HOME CARE PATIENTS ARE CARED FOR BY A TEAM THAT MAY INCLUDE SKILLED NURSES, CERTIFIED HOME HEALTH AIDES, PHYSICAL OR OCCUPATIONAL THERAPISTS, SPEECH THERAPISTS, PHARMACISTS AND MEDICAL SOCIAL WORKERS. INTERMITTENT CARE BRINGS THE BEST POSSIBLE CARE TO PATIENTS IN THE COMFORT OF THEIR HOME INCLUDING ASSISTANCE COPING WITH ILLNESS, HELP AFTER A HOSPITALIZATION, OR FOR THOSE WHO FIND IT DIFFICULT TO LEAVE HOME ON THEIR OWN. VISITS ARE SCHEDULED ACCORDING TO NEED, MAY RANGE FROM DAILY TO ONCE A MONTH, AND TYPICALLY LAST ABOUT ONE HOUR OR LESS. THERE WERE 1,315 ADMISSIONS IN FY24. 2716112 2198568 HOSPICE: OUR HOSPICE TEAM STRIVES TO IMPROVE THE QUALITY OF THE PATIENT'S LAST DAYS, WEEKS OR MONTHS. OUR GOAL IS TO HELP THE PATIENT LIVE EACH AND EVERY DAY TO THE BEST OF THEIR ABILITY AND KEEP THEM IN THE COMFORT OF THEIR OWN HOME, IF AT ALL POSSIBLE. OUR TEAM ASSISTS PATIENTS WITH THE PHYSICAL, EMOTIONAL, SOCIAL, SPIRITUAL, AND GRIEF NEEDS. ALL TEAM MEMBERS ARE IMPORTANT IN PROVIDING THE BEST POSSIBLE CARE. CARE IS PROVIDED IN THE HOME, AT A LONG-TERM CARE FACILITY OR IN OUR INPATIENT UNIT, WITH THE SAFETY AND COMFORT OF THE PATIENT IN MIND. THERE WERE 211 ADMISSIONS IN FY24. 772117 266373 PRIVATE DUTY HOME CARE: WE PROVIDE ASSISTANCE AT HOME FOR LONG-TERM HOME CARE SITUATIONS: POST SURGERY, AFTER THE BIRTH OF A BABY, DURING CHRONIC ILLNESS, OR TO HELP THE ELDERLY OR MEDICALLY FRAGILE. THERE WERE 2 NEW ADMISSIONS IN FY24. 62 OTHER PROGRAM REVENUE INCLUDES MISCELLANEOUS REVENUE 62 8232347 true false false false false false false false false true false false true 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 12 0 true 137 true 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 true true false 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 JOSEPH LARKIN BOARD MEMBER/DIRECTOR OF OPERATIONS (THRU 4/1/24) 40.0 0 X 198726 0 19146 KELLEY D MACDONALD BOARD MEMBER/EXEC DIRECTOR SYSTEM POST ACUTE CARE (EFF 4/25/24) 1.0 40.0 X 0 171010 23769 MARK KOZLOFF MD BOARD MEMBER 1.0 42.0 X 0 540056 53556 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER 1.0 59.0 X 0 1704200 233504 TOMASZ SAMEK SECRETARY/TREASURER 40.0 2.0 X 0 261623 39025 ELEANOR WILLIAMS HOSPICE PROGRAM MANAGER 40.0 0 X 123254 0 13485 JOSEPH FERNANDO PHYSICAL THERAPIST 40.0 0 X 144600 0 17944 RIYASAT ALI PHYSICAL THERAPIST 40.0 0 X 118054 0 12930 STACEY TRAYLOR REGISTERED NURSE 40.0 0 X 120352 0 16451 TASHANNA PRICE HOME CARE CLINICAL MANAGER 40.0 0 X 121580 0 9143 EMILY CHASE INTERIM PRESIDENT (7/10/22 THRU 3/7/23) 0.0 40.0 X 0 1375367 152730 826566 5321089 591683 18 true true true PRAIRIE OASIS 16000 WABASH AVE SOUTH HOLLAND IL 60473 Skilled nursing & rehabilitation 102386 1 0 INTERMITTENT HOME CARE 621610 3682220 3682220 HOSPICE 621610 2198568 2198568 PRIVATE DUTY HOME CARE 621610 266373 266373 0 0 0 0 6147161 123039 123039 0 0 528023 528023 0 528023 528023 OTHER REVENUE 900099 62 62 0 0 0 0 62 6798285 6147223 0 651062 142976 71488 71488 6774697 5698923 1075774 144813 132449 12364 421057 385086 35971 546048 491443 54605 10464 10464 89971 89971 616242 616242 0 0 65596 11249 54347 34782 19130 15652 84868 18863 66005 115128 111205 3923 369115 369115 MEDICAL SUPPLIES 269818 269818 DUES AND SUBSCRIPTIONS 16813 15200 1613 LICENSE AND PERMITS 12455 12455 TRANSPORTATION SERVICES 9079 9079 650 602 48 0 9724572 8232347 1492225 0 670 1973972 1324753 0 0 0 0 22567 0 135486 135486 0 0 16397744 16771816 0 5493 8929650 6969613 27329426 25066852 1177281 1510242 498637 79483 0 0 265818 400000 1941736 1989725 X 25382197 23077127 5493 0 25387690 23077127 27329426 25066852 X -2926287 621790 -6066 X false true X true false X 452820 476460 439871 0 0 1369151 11256922 9326747 9666969 5925122 6147161 42322921 0 0 0 11709742 9803207 10106840 5925122 6147161 43692072 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43692072 189589 177442 219032 114056 123039 823158 0 189589 177442 219032 114056 123039 823158 0 11784 6757 2940 3899 62 25442 11911115 9987406 10328812 6043077 6270262 44540672 0.9809 0.9813 0.02 0.02 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER SETTLEMENTS AND FEES, COLUMN A - 11784.0, COLUMN B - 6757.0, COLUMN C - 2940.0, COLUMN D - 3899.0, COLUMN E - 62.0, COLUMN F - 25442.0; 0 0 0 0 0 0 0 0 135486 135486 0 0 0 0 0 DUE FROM AFFILIATE 6969613 6969613 OTHER LIABILITIES THIRD PARTY PAYOR SETTLEMENTS 400000 400000 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. INGALLS HOME CARE 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 true 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 MARK KOZLOFF MD BOARD MEMBER 0 392613 0 121235 0 26208 0 16500 0 37056 0 593612 0 0 JOSEPH LARKIN BOARD MEMBER/DIRECTOR OF OPERATIONS (THRU 4/1/24) 179769 0 18078 0 879 0 11250 0 7896 0 217872 0 0 0 KELLEY D MACDONALD BOARD MEMBER/EXEC DIRECTOR SYSTEM POST ACUTE CARE (EFF 4/25/24) 0 151831 0 18322 0 857 0 11622 0 12147 0 194779 0 0 TOMASZ SAMEK SECRETARY/TREASURER 0 234136 0 26990 0 497 0 17867 0 21158 0 300648 0 0 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER 0 1067829 0 598691 0 37680 0 195751 0 37753 0 1937704 0 0 JOSEPH FERNANDO PHYSICAL THERAPIST 143031 0 255 0 1314 0 11250 0 6694 0 162544 0 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 IHC 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 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 Schedule J, Part I, Line 7 Non-fixed payments TWO PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A PERFORMANCE BONUS DURING CALENDAR YEAR 2023. Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNTS DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC EMPLOYED EXECUTIVES ONLY, SERVING IHC. 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). IHC-EMPLOYED EXECUTIVES ARE INELIGIBLE. 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 IMH, THE SOLE CORPORATE MEMBER OF INGALLS HOME CARE, 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 III, Line 4d Description of other program services (Expenses $ including grants of $)(Revenue $ 62) OTHER PROGRAM REVENUE INCLUDES MISCELLANEOUS REVENUE Form 990, Part VI, Line 3 Delegation of management duties DURING FY2024, INGALLS MEMORIAL HOSPITAL, THE SOLE CORPORATE MEMBER OF INGALLS HOME CARE, ENGAGED MICHAEL ANTONIADES, A CONSULTANT EMPLOYED BY THE CONSULTING FIRM ALVAREZ & MARSAL, TO SERVE AS INTERIM PRESIDENT OF INGALLS HOME CARE. Form 990, Part VI, Line 6 Classes of members or stockholders PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE MEMBER OF THE ORGANIZATION IS INGALLS MEMORIAL HOSPITAL (IMH), A RELATED TAX-EXEMPT ORGANIZATION. AS THE ORGANIZATION'S SOLE CORPORATE MEMBER, IMH HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body INGALLS MEMORIAL HOSPITAL SHALL DESIGNATE THE DIRECTORS ANNUALLY, OR AT SUCH OTHER TIMES AS MAY BE DETERMINED BY IMH, TO HOLD OFFICE FOR ONE YEAR OR UNTIL THEIR SUCCESSORS ARE DESIGNATED AND QUALIFY OR UNTIL THEIR RETIREMENT OR REMOVAL. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders INGALLS MEMORIAL HOSPITAL SHALL RETAIN THE RIGHT TO REMOVE ANY DIRECTOR AT ANY TIME, WITH OR WITHOUT CAUSE. INGALLS MEMORIAL HOSPITAL 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 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 OR 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 15b Process to establish compensation of other employees AN INDEPENDENT COMPENSATION CONSULTANT REVIEWS THE REASONABLENESS OF PROPOSED TOTAL DIRECT COMPENSATION FOR EACH EXECUTIVE BY PERFORMING A MARKET COMPARISON FOR EACH EXECUTIVE. THE MARKET COMPARISON INVOLVES COLLECTING SURVEY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILAR HEALTHCARE ORGANIZATIONS. PERFORMANCE GOALS ARE NORMALLY ESTABLISHED BASED ON THE BUDGET/BUSINESS PLAN APPROVED BY THE BOARD FOR THE FISCAL YEAR. THE OUTSIDE CONSULTANT OPINES WHETHER OR NOT PERFORMANCE GOALS HAVE BEEN REACHED BEFORE A FISCAL YEAR END. PAYMENTS ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL. Form 990, Part VI, Line 19 Required documents available to the public ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net assets released for operating purposes - -6066; 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 HEALTH VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 AMBULATORY IL 501(c)(3) Type I UCHHD false INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(c)(3) 3 UCHHD 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 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 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 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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 false true true true true true true true false false 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).