2025-05-15T14:33:59-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-07-01 362179802 SCHWAB REHABILITATION HOSPITAL AND CARE NETWORK SCHW 7732572937 1401 S CALIFORNIA AVENUE CHICAGO IL 60608 DIMAS ORTEGA DEPUTY CFO 7732572937 2025-05-14 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-05-14 2023 2025-03-06 01:10:19Z MICHELLE GITTLER 1401 S CALIFORNIA AVENUE CHICAGO IL 60608 48681227 0 X WWW.SINAICHICAGO.ORG X 1922 IL AS A MEMBER ORGANIZATION OF SINAI HEALTH SYSTEM, SCHWAB REHABILITATION HOSPITAL HAS A MISSION OF IMPROVING THE HEALTH OF THE INDIVIDUALS AND COMMUNITIES IT SERVES BY PROVIDING COMPREHENSIVE INPATIENT, SHORT-TERM SUBACUTE AND OUTPATIENT PHYSICAL REHABILITATION SERVICES. 25 24 341 32 0 0 1147511 1996213 47041023 47177645 78523 108744 1554495 -601375 49821552 48681227 0 0 0 0 22997598 26206698 0 0 0 24702756 23145098 47700354 49351796 2121198 -670569 90238321 87550926 19862365 17860894 70375956 69690032 X AS A MEMBER ORGANIZATION OF SINAI HEALTH SYSTEM, SCHWAB REHABILITATION HOSPITAL HAS A MISSION OF IMPROVING THE HEALTH OF THE INDIVIDUALS AND COMMUNITIES IT SERVES BY PROVIDING COMPREHENSIVE INPATIENT, SHORT-TERM SUBACUTE AND OUTPATIENT PHYSICAL REHABILITATION SERVICES. 0 0 21068939 22204469 PATIENT CARERESIDENT PHYSICIANS IDENTIFY PRE-EXISTING SOCIAL DETERMINANTS OF HEALTH THAT IMPACT HEALTH OUTCOMES FOR THEIR PATIENTS. THESE FACTORS ARE INTEGRATED INTO A COMPREHENSIVE TREATMENT PLAN FOR THEIR PATIENTS. THIS INCLUDES IDENTIFICATION OF NEEDS FOR ACCESSING MEDICATIONS INCLUDING PRINTING OUT COUPONS FOR MEDICATIONS, REFERRALS FOR SUBSTANCE USE DISORDERS, AND IDENTIFICATION OF EQUIPMENT LENDING CLOSETS SO PATENTS CAN GET EVERYTHING THEY NEED REGARDLESS OF THEIR INSURANCE STATUS.MANY OF THE RESIDENTS ARE ACCEPTED FOR SUB-SPECIALTY FELLOWSHIPS TO FURTHER HONE THEIR SKILLS IN MANAGEMENT OF SPECIALTY REHABILITATION CONDITIONS, INCLUDING PAIN MEDICINE, SPINAL CORD INJURY MEDICINE, BRAIN INJURY MEDICINE, AND SPORTS MEDICINE.SCHWAB RESIDENTS HAVE BEEN ACTIVELY PARTICIPATING IN QUALITY IMPROVEMENT PROJECTS, WHICH THEY SUBMITTED TO THE AMERICAN BOARD OF PHYSICAL MEDICINE AND REHABILITATION AS A "BANKED" PROJECT FOR THEIR BOARD CERTIFICATION REQUIREMENTS. ADDITIONALLY, THE SCHWAB RESIDENTS HAVE HAD PRESENTATIONS ACCEPTED AT MULTIPLE NATIONAL MEETINGS.NURSING CARE IS PROVIDED 24/7 BY RNS, LPNS, & CNAS. THE STAFF ARE SUPERVISED AND ASSISTED BY NURSE MANAGERS AND SUPERVISORS. 20% OF ELIGIBLE RN STAFF ARE CERTIFIED IN REHABILITATION NURSING. NURSES COMPLETE COMPREHENSIVE ASSESSMENTS UPON ADMISSION AND FOLLOW-UP ASSESSMENTS ON EVERY SHIFT. BASIC CARE INCLUDES MEDICATION ADMINISTRATION, WOUND CARE, SAFETY ASSESSMENT AND FALL PREVENTION, BLADDER AND BOWEL MANAGEMENT, ADVOCACY AND PATIENT EDUCATION, AND CARRYOVER OF WHAT IS LEARNED IN THE THERAPY ARENA ONTO THE NURSING UNIT. MORE COMPLICATED CARE MAY INCLUDE RESPIRATORY CARE, TRACHEOTOMY CARE, DIALYSIS, TUBE FEEDINGS AND IV THERAPY. THE NURSING DEPARTMENT HAD SEVERAL PAPERS AND POSTERS SELECTED IN 2019 AND 2020 FOR PRESENTATION AT NATIONAL CONFERENCES, SUCH AS THE ASSOCIATION OF REHABILITATION NURSES. REHABILITATION SERVICES STAFF MEMBERS PARTICIPATE IN RESEARCH PROJECTS, TEAM CONFERENCES, INTERDISCIPLINARY HOSPITAL COMMITTEES, AND ATTEND MEETINGS OF VARIOUS PROFESSIONAL ORGANIZATIONS. SEVERAL PHYSIATRISTS AND HOSPITAL LEADERS SERVE ON BOARDS OF LOCAL, STATE AND NATIONAL ORGANIZATIONS. THERAPISTS KEEP CURRENT WITH BEST PRACTICES BY ATTENDING PROFESSIONAL CONTINUING EDUCATION COURSES AND BY SHARING KNOWLEDGE VIA IN-SERVICES TO THE DEPARTMENT AS WELL AS TO OTHER DISCIPLINES. THE THERAPY DEPARTMENT SUCCESSFULLY OFFERS CEU OPPORTUNITIES, OPEN TO THE PUBLIC, WHICH ARE VERY WELL ATTENDED AND CONTINUE TO SHOW THAT SCHWAB THERAPISTS ARE REVIEWED AS AMONGST THE MOST COMPETENT TREATING PATIENTS WITH COMPLEX DISABLING CONDITIONS. STAFF NURSE ENGAGEMENT - STAFF NURSES ARE ENGAGED WITH NURSING LEADERSHIP THROUGH THE PROFESSIONAL PRACTICE COUNCIL TO CONTINUALLY IMPROVE THE PATIENT CARE PROVIDED. HOURLY ROUNDING IS CONDUCTED ON EVERY PATIENT TO ASSURE THAT NEEDS ARE BEING MET, ESPECIALLY IN AREAS SUCH AS PAIN CONTROL FALL PREVENTION, AND TOILETING. CHANGE OF SHIFT REPORT IS DONE AT THE BEDSIDE, IN COLLABORATION WITH THE PATIENT/FAMILY, WHEN AVAILABLE, TO PROMOTE SAFETY, TEAM WORK AND COLLABORATIVE GOALS SETTING. INFORMAL INTERDISCIPLINARY ROUNDS ARE DONE BY THERAPY, NURSING AND PHYSICIANS DAILY, AND FORMAL TEAM MEETINGS ARE SCHEDULED FOR EACH PATIENT WEEKLY WITH AN INTERDISCIPLINARY APPROACH TO THE CARE OF THE PATIENT. THE PATIENT AND FAMILY ARE INVITED TO PARTICIPATE IN THEIR OWN GOALSETTING. THE BEDSIDE MEDICATION VERIFICATION (BMV) - BAR CODE SCANNING ON MEDICATION AND PATIENT WRIST BANDS - CONTINUES TO BE USED TO ASSURE THAT THE RIGHT MEDICATION IS ADMINISTERED TO THE RIGHT PATIENT. THIS PROCESS HAS PROVEN TO SUBSTANTIALLY REDUCE COMMON ERRORS IN MEDICATION ADMINISTRATION AND HAS BEEN USED AT SCHWAB FOR OVER FOUR (4) YEARS. NURSES ARE ENCOURAGED TO CONTINUE THEIR EDUCATION AND ATTAIN SPECIALTY CERTIFICATIONS.ADDITIONALLY, OUR NURSES PARTICIPATE IN A SELF-DIRECTED, EVIDENCE BASED PRACTICE COUNCIL AND A CLINICAL LADDER PROGRAM WHICH ENCOURAGES PROJECTS TO DIRECT STANDARDS OF CARE AND POSITIVELY IMPACT PATIENT OUTCOMES ON THEIR UNITS. SEVERAL OF OUR NURSES ARE ALSO RECIPIENTS OF THE DAISY AWARD, A NATIONAL PROGRAM RECOGNIZING THE COMPASSIONATE CARE PROVIDED TO PATIENTS. 9992741 20284289 THERAPYOCCUPATIONAL THERAPY FOCUSES ON ACTIVITIES OF DAILY LIVING; SUCH AS DRESSING, BATHING, GROOMING, COOKING, CLEANING, MONEY MANAGEMENT, AS WELL AS WORKING ON FINE MOTOR COORDINATION, VISUAL-SPATIAL DEFICITS AND SENSORY INTEGRATION DEFICITS. OCCUPATIONAL THERAPISTS UTILIZE INTERVENTIONS SUCH AS THERAPEUTIC EXERCISE, NEUROMUSCULAR RE-EDUCATION, ENERGY CONSERVATION TECHNIQUES, VISION REHAB, RETRAINING IN HOME MANAGEMENT, ACTIVITIES OF DAILY LIVING SKILLS, AND COGNITIVE SKILL DEVELOPMENT. SPEECH-LANGUAGE PATHOLOGY FOCUSES ON EVALUATION AND TREATMENT OF SWALLOW FUNCTION, SPEECH AND LANGUAGE DEFICITS, INCLUDING WRITTEN AND VERBAL COMMUNICATION, MEMORY, PROBLEM SOLVING, AND SOCIAL INTERACTION. SPEECH-LANGUAGE PATHOLOGISTS USE A VARIETY OF DIAGNOSTIC TECHNIQUES, INCLUDING VIDEO FLUOROSCOPIC SWALLOW STUDIES TO EVALUATE DYSPHAGIA (SWALLOW DISORDERS), AND A NUMBER OF EVIDENCE BASED ASSESSMENT TOOLS TO EVALUATE LANGUAGE, COGNITION, AND MEMORY. THESE THERAPISTS THEN UTILIZE TECHNIQUES SUCH AS ORAL-FACIAL-PHARLARYNGEAL MUSCULAR RE-EDUCATION, COMPENSATORY TECHNIQUES WITH MODIFIED DIET CONSISTENCIES, COMMUNICATION STRATEGIES, COGNITIVE RETRAINING, AND MEMORY TECHNIQUES. PSYCHOLOGY SERVICES FOCUS ON PATIENTS ADJUSTING TO LIVING WITH A DISABILITY; CONCENTRATING ON LOSS, ANXIETY, DEPRESSION, PAIN MANAGEMENT WITH BIOFEEDBACK, ROLE DEFINITION, AND PATIENT AND FAMILY COPING. IN ADDITION, THEY ASSIST PATIENTS WITH ENCOURAGEMENT TO PARTICIPATE IN THEIR OVERALL PLAN OF CARE.SCHWAB HAS A ROBUST THERAPEUTIC RECREATION PROGRAM THAT ASSIST PATIENTS AND FAMILIES IN IDENTIFYING AVOCATIONAL ACTIVITIES INCLUDING CREATIVE ARTS, RELAXATION STRATEGIES, GAMES (INCLUDING VIDEOGAMES) TO ENSURE THAT PATIENT'S REMEMBER THERE IS JOY TO BE HAD IN THEIR NEW LIFE.RECREATION THERAPY ALSO ORGANIZES OUTINGS FOR OUR INPATIENTS TO HELP PROMOTE CONFIDENCE, BUILD INDEPENDENCE, AND FACILITATE COMMUNITY REINTEGRATION. THESE TRIPS ARE LOCAL AND THROUGHOUT THE CHICAGOLAND AND LOWER WISCONSIN AREA. THEY INCLUDE OPPORTUNITIES TO USE PUBLIC TRANSPORTATION, NAVIGATION THROUGH PARKS, AND VARIOUS PUBLIC PLACES AS WELL AS OUTDOOR SPORTS; INCLUDING CANOEING, SKIING, AND HAND CYCLING FOR THOSE WITH DISABILITIES. ALL THERAPISTS CONTINUALLY EDUCATE PATIENTS AND FAMILIES AND MAKE RECOMMENDATIONS REGARDING DISCHARGE DISPOSITION, ASSISTANCE REQUIRED AT HOME, AND RECOMMENDATIONS FOR NEXT LEVEL OF SERVICES REQUIRED. ADDITIONAL MULTI-DISCIPLINARY INTERVENTIONS INCLUDE GROUP THERAPY, INDIVIDUALIZED HOME VISITS, AND COMMUNITY REINTEGRATION OUTINGS. THERAPY SERVICES HAVE A ROBUST AND WELL-RESPECTED CLINICAL EDUCATION PROGRAM THAT HAS AFFILIATIONS WITH TRAINING PROGRAMS IN PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND COMMUNICATIONS DISORDER PROGRAMS ACROSS ALL OF CHICAGOLAND, AS WELL AS WITH NUMEROUS OUT-OF-STATE PROGRAMS. DOZENS OF STUDENTS COME TO SCHWAB EACH YEAR TO COMPLETE THEIR GRADUATE LEVEL CLINICAL INTERNSHIP, SUPPORTED BY CLINICAL INSTRUCTORS AMONG SCHWAB STAFF THERAPISTS, AND PREPARE FOR EMPLOYMENT AS ENTRY-LEVEL CLINICIANS.THERAPISTS HOLD A VARIETY OF SPECIALTY SKILLS AND CERTIFICATIONS. SPECIALIZATIONS HELD AMONG OUR STAFF INCLUDES: APTA NEUROLOGICAL, PEDIATRIC, AND ORTHOPEDIC CLINICAL SPECIALISTS, VESTIBULAR, AQUATIC, AND WOMENS HEALTH SPECIALIS, NDT AND MCKENZIE-TRAINED THERAPISTS, VITAL STIMCERTIFICATIONS, LEE SILVERMAN VOICE (LSVT), AND MANY OTHER SPECIALTIES.SCHWAB HAS PARTNERED WITH AN ORGANIZATION CALLED DEVICES FOR DISABLED, WHICH HAS AN EXTENSIVE EQUIPMENT LENDING PROGRAM ON THE NEAR SOUTHWEST SIDE. THE THERAPISTS IDENTIFY EQUIPMENT THE PATIENTS NEED BUT WOULD NOT BE COVERED BY INSURANCE (IF THEY HAVE INSURANCE) AND, THE PATIENTS ARE ABLE TO GET FREE EQUIPMENT THAT HAS BEEN REFURBISHED. 3574718 4079919 SUPPORT SERVICESSOME POINTS OF INTEREST AND HIGHLIGHTS REGARDING INTERVENTIONS/PROGRAMS THAT HELP TO FILL THE GAPS BETWEEN WHAT PARTICIPANTS NEED AND WHAT IS AVAILABLE TO THEM IN THE COMMUNITY:1. DISABILITY RESOURCE CENTER - SUPPORT, REFERRALS, INFORMATION, AND ADVOCACY2. DOMESTIC VIOLENCE PROGRAM 24 HR HOTLINTE, SUPPORT GROUPS, REFERRALS TO RESOURCES, INFORMATION, AND ADVOCACY3. PEER MENTORING - POSITIVE ROLE MODELING AND SUPPORT BY AND FOR PEOPLE WITH DISABILITIES INCLUDING SCI, STROKE, BRAIN INJURY, & AMPUTEE.4. LIVING INDEPENDENTLY FOR TOMORROW (LIFT) IS A GRANT FUNDED PROGRAM WHICH ALLOWS SCI PATIENTS TO STAY UP TO TWO WEEKS IN AN INDEPENDENT APARTMENT LEARNING TO LIVE IN THE WORLD OF BARRIERS. THIS HAS TRANSITIONED TO AN INTENSIVE OUTPATIENT EXPERIENCE. 34636398 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 341 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X DIMAS ORTEGA 7732575964 1500 S CALIFORNIA AVENUE CHICAGO IL 60608 NGOZI EZIKE MD PRESIDENT & CEO 3.00 37.00 X X 0 807320 6600 BRIAN DOLAN DIRECTOR & CHAIRMAN 2.00 10.00 X X 0 0 0 STEPHEN A MORALES DIRECTOR & VICE CHAIR 2.00 10.00 X X 0 0 0 ALEJANDRA GARZA DIRECTOR & VICE CHAIR - THRU 08/24 2.00 10.00 X X 0 0 0 VIVIAN FUNCHES DIRECTOR & SECRETARY - BEG. 10/24 2.00 10.00 X X 0 0 0 LESLIE DAVIS DIRECTOR & SECRETARY - THRU 10/24 2.00 10.00 X X 0 0 0 KENNETH AVNER DIRECTOR & TREASURER 2.00 10.00 X X 0 0 0 ONYINYECHI DANIEL DIRECTOR 2.00 10.00 X 0 0 0 MICHAEL R DAVENPORT MD DIRECTOR 2.00 10.00 X 0 0 0 ROXANNE J DECYK DIRECTOR 2.00 10.00 X 0 0 0 ANNE DONNELLY DIRECTOR 2.00 10.00 X 0 0 0 EMILY DOSKOW DIRECTOR 2.00 10.00 X 0 0 0 FR WILLIAM GROGAN DIRECTOR 2.00 10.00 X 0 0 0 AVERY HART MD DIRECTOR 2.00 10.00 X 0 0 0 MICHAEL J HAYES DIRECTOR 2.00 10.00 X 0 0 0 NAKISHA HOBBS DIRECTOR 2.00 10.00 X 0 0 0 WAYNE M LERNER DIRECTOR - THRU 10/2023 2.00 10.00 X 0 0 0 BARTLETT JOHNSON DIRECTOR 2.00 10.00 X 0 0 0 ROBERT MARKIN DIRECTOR 2.00 10.00 X 0 0 0 BRET MAXWELL DIRECTOR 2.00 10.00 X 0 0 0 LEE MILLER DIRECTOR 2.00 10.00 X 0 0 0 WILBUR MILHOUSE DIRECTOR 2.00 10.00 X 0 0 0 LESLIE MITCHEL-BOND DIRECTOR - THRU 10/2023 2.00 10.00 X 0 0 0 ABRAHAM MORGAN DIRECTOR 2.00 10.00 X 0 0 0 KATYA NUQUES DIRECTOR 2.00 10.00 X 0 0 0 DAVID SMITH DIRECTOR 2.00 10.00 X 0 0 0 RACHEL STERNBERG DIRECTOR - THRU 10/2023 2.00 10.00 X 0 0 0 VINCENT WILLIAMS DIRECTOR 2.00 10.00 X 0 0 0 MICHELLE GITTLER CHIEF MEDICAL OFFICER 40.00 0.00 X 396905 0 27498 DIMAS ORTEGA CFO, INTERIM -04/2023 THRU 01/2024 3.00 37.00 X 0 299388 2988 ELIZABETH CONNOLLY GENERAL COUNSEL 3.00 3.00 X 0 425179 3816 ILIANA ANDREA MORA CHIEF OPERATING OFFICER - BEG 6/2023 3.00 37.00 X 0 307458 24535 JASON SPIGNER CHIEF HUMAN RESOURCES OFFICER 3.00 37.00 X 0 397577 17135 KENNETH SLAWKOWSKI CHIEF INFORMATION OFFICER 3.00 37.00 X 0 327264 6548 FABIOLLA KOPP ATTENDING PHYSICIAN 40.00 0.00 X 237008 0 23336 KRISTINA DRABKIN ATTENDING PHYSICIAN 40.00 0.00 X 237762 0 17871 MARIKA GREIFF ATTENDING PHYSICIAN 40.00 0.00 X 237748 0 21738 NUPUR SAXENA ATTENDING PHYSICIAN 40.00 0.00 X 240270 0 15424 RAYMOND LEE ATTENDING PHYSICIAN 40.00 0.00 X 230941 0 36588 GARY KRUGEL CFO - THRU APR. 2023 0.00 0.00 X 0 190757 8959 KAREN TEITELBAUM PRESIDENT & CEO - THRU 12/2022 0.00 0.00 X 0 152527 440 DAVID CAPONE CFO, INTERIM - 01/2023 THRU 04/2023 0.00 0.00 X 0 0 0 WILLIAM FOLEY COO, INTERIM - 10/2022 TO 10/2023 0.00 0.00 X 0 0 0 1580634 2907470 213476 41 1 1 0 MARY FREE BED REHABILITATION HOSPITAL 235 WEALTHY ST SE GRAND RAPIDS MI 49503 REHABILITATION HOSPITAL SVCS 3579529 SODEXO PO BOX 360170 PITTSBURGH PA 152516170 FOOD SERVICES 599532 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 191828854 SECURITY SERVICES 500177 LAJ CONSTRUCTION SPECIALTIES 105279 SCHOGER DR UNIT A NAPERVILLE IL 60564 CONSTRUCTION SERVICES 337216 OWENS & MINOR 935 MURFIELD DRIVE HANOVER PARK IL 60133 MEDICAL SERVICES 305721 10 1658950 337263 11465 1996213 MEDICARE & MEDICAID REVENUES 622310 30562519 30562519 PATIENT REVENUE 622310 16577636 16577636 PARKING GARAGE 622310 37490 37490 47177645 108744 108744 7595 0 7595 7595 7595 INTERCOPMANY INVESTMENT ALLOCATIO 990009 144627 144627 INTERCOMPANY PREMIER AFFILIATE 990009 114288 114288 OTHER REVENUE 990009 -867885 -867885 -608970 48681227 46568675 0 116339 426641 426641 20550542 12672316 7878226 308567 186406 122161 3598469 2173835 1424634 1322479 798910 523569 6698 6698 4280020 2297218 1982802 5032 5032 53555 17991 35564 875934 525560 350374 -7461 -7461 8982 -18843 27825 416407 251551 164856 1251063 755767 495296 472442 285402 187040 ICT PURCHASED SERVICES 7223131 7223131 PROVIDER ASSESSMENT 3963732 3963732 DRUGS & MEDICAL SUPPLIE 1515597 1515597 PURCHASED SERVICES 1142911 690433 452478 1937055 1304853 632202 49351796 34636398 14715398 0 0 197161 6387465 7452229 81177 92448 112841 70368 42337259 30766635 12214539 11570624 3011975 2932519 599303 615284 67831021 64620293 90238321 87550926 2638019 2197830 12258377 11490968 4965969 4172096 19862365 17860894 X 69572911 68846380 803045 843652 70375956 69690032 90238321 87550926 -670569 -15354 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 495490 495490 30097610 21954490 8143120 97562 97562 0 11125582 8193568 2932014 521015 521015 0 11570624 DUE FROM AFFILIATES 64599990 OTHER RECEIVABLES 20303 64620293 CURRENT PORTION OF SELF-INSURANCE -443424 ADVANCE PAYMENTS 224206 DEFERRED LIABILITIES 50181 ACCRUED SELF INS LIABILITIES 1672915 PPO LIABILITY 570120 OTHER LIABILITIES 2098098 4172096 X PART X, LINE 2: MOUNT SINAI, SCHWAB, HOLY CROSS, SMG, AND SCI ARE EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). PRO IS A FOR-PROFIT SUBSIDIARY AND IS SUBJECT TO FEDERAL INCOME TAX ON ITS EARNINGS. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION, AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 1 1 X 1 X 300.000000000000 1 X 600.000000000000 1 1 0 1 1 1652533 1652533 0.03410 33601006 29507086 4093920 0.08440 1453632 1078713 374919 0.00770 36707171 30585799 6121372 0.12620 360476 360476 0.00740 3070043 1007204 2062839 0.04250 4000 4000 0.00010 3434519 1007204 2427315 0.05000 40141690 31593003 8548687 0.17620 87988 87988 0.00180 87988 87988 0.00180 1 862626 47787 3077853 2435943 641910 X 1 1 1 1 SCHWAB REHABILITATION HOSPITAL 1401 S CALIFORNIA AVE CHICAGO IL 60608 WWW.SINAICHICAGO.ORG/EN/SCHWAB/ 0002147 X SCHWAB REHABILITATION 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X TINYURL.COM/KKZ295EY X 1 22 0 1 0 1 X 300.000000000000 600.000000000000 X X 1 1 X X X 1 X HTTPS://WWW.SINAICHICAGO.ORG/EN/PATIENTS-VISITORS/INSURANCE/ X HTTPS://WWW.SINAICHICAGO.ORG/EN/PATIENTS-VISITORS/INSURANCE/ X HTTPS://WWW.SINAICHICAGO.ORG/EN/PATIENTS-VISITORS/INSURANCE/ X X X X X X 1 X 0 X X X 1 X 0 0 SCHWAB REHABILITATION PART V, SECTION B, LINE 5: SCHWAB REHABILITATION HOSPITAL TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY. IN 2022 SCHWAB REHABILITATION HOSPITAL PARTNERED WITH THE ALLIANCE FOR HEALTH EQUITY TO CONDUCT A COMPREHENSIVE COMMUNITY INPUT PROCESS TO BETTER UNDERSTAND THE NEEDS AND ASSETS OF THE COMMUNITIES THAT MAKE UP THEIR PRIMARY SERVICE AREAS. SINAI HEALTH SYSTEM IS A MEMBER OF THE ALLIANCE FOR HEALTH EQUITY, WHICH HELPED TO CONDUCT A CITYWIDE CHNA FROM WHICH SHS GATHERED MOST OF OUR DATA. THE ALLIANCE FOR HEALTH EQUITY (ALLIANCE) IS A COLLABORATION OF 34 HOSPITALS, 7 HEALTH DEPARTMENTS, AND COMMUNITY-BASED ORGANIZATIONS ACROSS CHICAGO AND SUBURBAN COOK COUNTY WORKING TO IMPROVE HEALTH EQUITY, WELLNESS, AND QUALITY OF LIFE ACROSS 77 CHICAGO COMMUNITY AREAS AND 125 COOK COUNTY SUBURBAN MUNICIPALITIES. THE ILLINOIS PUBLIC HEALTH INSTITUTE (IPHI) SERVES AS THE ALLIANCE'S BACKBONE ORGANIZATION. THE PURPOSE OF THE ALLIANCE IS TO IMPROVE POPULATION AND COMMUNITY HEALTH BY: 1) PROMOTING HEALTH EQUITY; 2) SUPPORTING CAPACITY BUILDING, SHARED LEARNING, AND CONNECTING LOCAL INITIATIVES; 3) ADDRESSING SOCIAL AND STRUCTURAL DETERMINANTS OF HEALTH; 4) DEVELOPING BROAD CITY- AND COUNTY-WIDE INITIATIVES AND CREATING SYSTEMS; 5) ENGAGING COMMUNITY PARTNERS AND WORKING COLLABORATIVELY WITH COMMUNITY LEADERS; 6) DEVELOPING DATA SYSTEMS TO SUPPORT SHARED IMPACT MEASUREMENT AND COMMUNITY ASSESSMENT; AND 7) COLLABORATING ON POPULATION HEALTH POLICY AND ADVOCACY. IN LATE 2021, THE ALLIANCE GATHERED PRIMARY DATA FROM COMMUNITY MEMBERS (OVER 5,000 SURVEYS AND 43 FOCUS GROUPS CONDUCTED BY THE ALLIANCE WITH COMMUNITY MEMBER THROUGHOUT CHICAGO AND SUBURBAN COOK). THE SURVEYS WERE AVAILABLE ONLINE IN ENGLISH AND SPANISH. SURVEY QUESTIONS ASKED PARTICIPANTS ABOUT THE HEALTH STATUS OF THEIR COMMUNITIES, COMMUNITY STRENGTHS, OPPORTUNITIES FOR IMPROVEMENT, PRIORITY HEALTH NEEDS, AND COVID-19 IMPACTS. HOSPITALS, COMMUNITY-BASED ORGANIZATIONS, AND HEALTH DEPARTMENTS DISTRIBUTED THE SURVEYS TO GAIN INSIGHT FROM PRIORITY POPULATIONS THAT HAVE BEEN HISTORICALLY EXCLUDED IN ASSESSMENT PROCESSES. THE INTENTION OF THE COMMUNITY INPUT SURVEY WAS TO COMPLEMENT EXISTING SURVEYS SUCH AS THE HEALTHY CHICAGO SURVEY AND BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY / CDC PLACES.FOR THE FOCUS GROUPS, PARTICIPANTS WERE SELECTED TO REPRESENT COMMUNITIES THAT ARE HISTORICALLY MARGINALIZED AND SYSTEMICALLY EXCLUDED FROM ASSESSMENT AND DECISION-MAKING PROCESSES. THESE COMMUNITIES FACE AN UNEQUAL BURDEN OF HEALTH INEQUITIES. PARTICIPANTS WERE 14 YEARS OLD OR OLDER AND REPRESENTED A DIVERSE RANGE OF ETHNIC, RACIAL, RELIGIOUS, AND SOCIOECONOMIC BACKGROUNDS.FOCUS GROUP FACILITATORS ASKED PARTICIPANTS ABOUT COMMUNITY STRENGTHS, COMMUNITY HEALTH NEEDS, THE UNDERLYING ROOT CAUSES OF HEALTH NEEDS, COVID-19 IMPACTS, NEEDS RELATED TO PANDEMIC RECOVERY, SOLUTIONS TO IDENTIFIED HEALTH NEEDS, AND COMMUNICATION STRATEGIES. THESE GROUPS WERE HELD IN BOTH ENGLISH AND SPANISH, AS APPROPRIATE.AS PART OF ITS WORK TO IMPROVE COMMUNITY HEALTH, THE ALLIANCE CONDUCTS A COLLABORATIVE COUNTY AND CITYWIDE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE 2022 CHNA IS THE THIRD CONSECUTIVE COLLABORATIVE CHNA IN COOK COUNTY AND CHICAGO, AND WAS INTENTIONALLY BUILT ON THE SUCCESS OF PREVIOUS EFFORTS, INCLUDING 2016 AND 2019 COLLABORATIVE CHNAS, HEALTHY CHICAGO 2025, AND COOK COUNTY WEPLAN (2022). THE ALLIANCE WORKED CLOSELY WITH ITS STEERING COMMITTEE AND THE CITY AND COUNTY HEALTH DEPARTMENTS TO COMPILE, DESIGN, AND CREATE THE CHNA TO MEET REGULATORY REQUIREMENTS FOR NONPROFIT HOSPITALS.CHNA METHODOLOGY - PRIMARY AND SECONDARY DATA COLLECTION ALLIANCE COLLABORATIVE CHNA REPORT THE ALLIANCE COLLECTED PRIMARY DATA VIA FOUR METHODS: ALLIANCE FOR HEALTH EQUITY PARTNERS COLLECTED PRIMARY DATA THROUGH FOUR METHODS:- COMMUNITY INPUT SURVEYS;- COMMUNITY RESIDENT FOCUS GROUPS;- HEALTHCARE AND SOCIAL SERVICE PROVIDER FOCUS GROUPS; AND- REGIONAL STAKEHOLDER LISTENING SESSIONSALLIANCE PARTNERS AND STAKEHOLDERS IDENTIFIED, GATHERED, AND ANALYZED SECONDARY DATA FROM A VARIETY OF SOURCES. THE DATA WAS ORGANIZED INTO SIX CATEGORIES: SOCIAL AND STRUCTURAL DETERMINANTS OF HEALTH, HEALTHCARE DELIVERY AND CLINICAL CARE, HEALTH BEHAVIORS, BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE DISORDERS), MATERNAL AND CHILD HEALTH, AND HEALTH OUTCOMES (BIRTH OUTCOMES, MORBIDITY, AND MORTALITY). FOR COMPLETE INFORMATION ABOUT THE ALLIANCE, THE COLLABORATIVE CHNA PROCESS, AND DATA COLLECTION, SEE THE COLLABORATIVE CHNA REPORT AT HTTPS://ALLHEALTHEQUITY.ORG/PROJECTS/2022-CHNA-REPORT/MANY PEOPLE CONTRIBUTED TO THE CHNA REPORT, INCLUDING THE STAFF OF THE SINAI URBAN HEALTH INSTITUTE. THESE ARE ALL PEOPLE TRAINED IN PUBLIC HEALTH (MOST ARE GRADUATES OF SCHOOLS OF PUBLIC HEALTH WITH MPH OR PHD DEGREES). WE THUS BELIEVE THAT THE PUBLIC HEALTH CREDENTIALS OF THE AUTHORS OF THIS REPORT ARE SUBSTANTIAL AND NOTABLE.IN 2024, SCHWAB REHABILITATION HOSPITAL CONTINUED TO PARTNER WITH THE ALLIANCE IN PLANNING FOR THE COMPLETION OF ITS CHNA. SCHWAB REHABILITATION PART V, SECTION B, LINE 11: EXPLANATION OF NEEDS ADDRESSED/NOT ADDRESSEDSCHWAB REHABILITATION HOSPITAL'S 2022 CHNA IDENTIFIED SIGNIFICANT HEALTH NEEDS AND BARRIERS TO CARE FACED BY THE COMMUNITIES SERVED BY SCHWAB REHABILITATION HOSPITAL. SUBSEQUENTLY, SCHWAB REHABILITATION HOSPITAL LEADERS, IN COLLABORATION WITH SINAI URBAN HEALTH INSTITUTE STAFF, DEVELOPED THE SCHWAB REHABILITATION HOSPITAL 2022 COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). SCHWAB REHABILITATION HOSPITAL'S CHIP IS A COMMUNITY-CENTERED, THREE-YEAR PLAN THAT TACKLES THE HEALTH CHALLENGES IDENTIFIED IN THE CHNA. SCHWAB REHABILITATION HOSPITAL IS STRATEGICALLY ADDRESSING THE FIVE SIGNIFICANT HEALTH NEEDS IDENTIFIED FROM ITS CHNA BY TARGETING HEALTH STRATEGIES ASSOCIATED WITH EACH SIGNIFICANT HEALTH NEED. THE FOLLOWING ARE THE DESCRIPTION, GOAL, AND HEALTH STRATEGIES OF EACH SIGNIFICANT HEALTH NEED:- SOCIAL DETERMINANTS OF HEALTH: SOCIAL DETERMINANTS INCLUDE A BROAD RANGE OF FACTORS THAT ARE NOT TRADITIONALLY CONSIDERED "HEALTH-RELATED," BUT ARE CRITICALLY IMPORTANT TO ACHIEVING OPTIMAL WELLBEING. SOCIAL DETERMINANTS OF HEALTH INCLUDE FACTORS SUCH AS FINANCIAL SECURITY AND ECONOMIC OPPORTUNITY, HEALTHY FOOD ACCESS AND AFFORDABILITY, SAFE HOUSING, AND FREEDOM FROM INJUSTICE.- GOAL: LEVERAGE OUR COMMUNITY AND PROFESSIONAL PARTNERSHIPS TO COLLABORATIVELY ADDRESS THE SOCIAL DETERMINANTS OF HEALTH AND BUILD STRUCTURAL EQUITY ACROSS SYSTEMS.- HEALTH STRATEGIES: FOOD ACCESS; ECONOMIC VITALITY; ACCESSIBLE TRANSPORTATION; SAFE HOUSING; SCREENING FOR SOCIAL DETERMINANTS OF HEALTH; FREEDOM FROM INJUSTICE.- COMMUNITY SAFETY: COMMUNITIES AND PEOPLE CANNOT THRIVE WHILE FEELING UNSAFE IN THEIR NEIGHBORHOODS. WITHIN THIS PRIORITY, SCHWAB SEEKS MULTISECTOR SOLUTIONS THAT CREATE SAFE COMMUNITIES, FREE FROM VIOLENCE, AND ALSO ADDRESS THE TRAUMA CAUSED BY PAST VIOLENCE.- GOAL: COLLABORATE, INITIATE, AND ACTIVATE VIOLENCE PREVENTION, TREATMENT, AND REHABILITATION SERVICES AND PROGRAMS TO ENSURE THE COMMUNITIES SCHWAB REHABILITATION HOSPITAL SERVES ARE SAFE AND WELCOMING FOR EVERYONE.- HEALTH STRATEGIES: RESEARCH ACTIVISM; TRAUMA RESPONSE; PARTNERSHIPS FOR SAFE COMMUNITIES.- EQUITABLE HEALTH CARE ACROSS THE LIFESPAN: THIS PRIORITY FOCUSES ON ACCESS TO HIGH QUALITY PRIMARY AND SPECIALTY CARE, AS WELL AS ADEQUATE INSURANCE COVERAGE. WITHIN THIS AIM, WE WILL ENSURE THAT QUALITY, AGE- AND ABILITY-APPROPRIATE HEALTH CARE IS ACCESSIBLE TO ALL, REGARDLESS OF RACE, ETHNICITY, ZIP CODE, INCOME, INVOLVEMENT WITH THE JUSTICE SYSTEM, GENDER IDENTITY, SEXUAL ORIENTATION, OR CITIZENSHIP.- GOAL: IMPROVE ACCESS TO HIGH QUALITY PREVENTATIVE AND SPECIALTY, AGE- AND ABILITY-APPROPRIATE HEALTH CARE THAT RESPECTFULLY RESPONDS TO THE UNIQUE NEEDS OF EVERY INDIVIDUAL ACROSS THEIR LIFESPAN BY OFFERING CULTURALLY RESPONSIVE CARE ALIGNED WITH ANTI-RACIST APPROACHES. - HEALTH STRATEGIES: COVERAGE; PRIMARY CARE EXPANSION AND PARTNERSHIP; INTEGRATED CARE; CULTURALLY-SENSITIVE CARE; REPRESENTATIVE HEALTH CARE; CAREGIVER WELLNESS. - CHRONIC AND INFECTIOUS DISEASE: THIS PRIORITY AREA INCLUDES A FOCUS ON PREVENTING AND TREATING CARDIO METABOLIC DISEASE (HEART DISEASE, STROKE, AND DIABETES), CANCER, AND INFECTIOUS DISEASE (PREDOMINANTLY HIV AND HEPATITIS).- GOAL: PREVENT THE ONSET OF INFECTIOUS AND CHRONIC DISEASE, AND PROVIDE EXCELLENCE IN SHORT- AND LONG-TERM CARE AND DISEASE MANAGEMENT THROUGH OUR SERVICES AND OUR PARTNERSHIPS.- HEALTH STRATEGIES: COMMUNITY-BASED PREVENTION; PREVENTIVE SERVICES; CARE CONTINUITY.- BEHAVIORAL HEALTH: WE CANNOT TREAT THE WHOLE PERSON WITHOUT ADDRESSING BEHAVIORAL HEALTH. IN THIS FOCUS AREA, WE WILL ADDRESS THE GREAT BURDEN OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS WITHIN OUR COMMUNITIES, PROVIDING TIMELY AND CULTURALLY SENSITIVE CARE TO THOSE IN NEED.- GOAL: IMPROVE AWARENESS, ACCESS, AND LINKAGE TO BEHAVIORAL HEALTH SERVICES AND PROVIDE CULTURALLY SENSITIVE CARE TO ALL.- HEALTH STRATEGIES: CARE ACCESS AND LINKAGE; CULTURALLY-INFORMED BEHAVIORAL HEALTH CARE; TRANSFORM BEHAVIORAL HEALTH CARE DELIVERY. IN ADDITION TO PURSUING INNOVATIVE HEALTH CARE APPROACHES, SCHWAB REHABILITATION HOSPITAL'S APPROACHES ALSO INCLUDE COLLABORATION WITH COMMUNITY RESIDENTS AND ORGANIZATIONS AS WELL AS PARTNERS THROUGHOUT THE CITY TO ADDRESS THE UNIQUE NEEDS OF THE COMMUNITIES IT SERVES. IT IS OUR GOAL TO PROVIDE THE BEST CARE POSSIBLE TO ADDRESS THE NEEDS OF THE COMMUNITIES WE SERVE.IN TAX YEAR 2024, SINAI CHICAGO CONTINUED AN EXPANDED RESPONSE WITHIN CHRONIC AND INFECTIOUS DISEASE AS NECESSITATED BY THE COVID-19 PANDEMIC. SINAI CHICAGO HAS ADDRESSED THE CHALLENGES IN TREATMENT AND PREVENTION PRESENTED BY COVID-19 THROUGH THE ESTABLISHMENT OF EFFECTIVE, COMMUNITY-ENGAGED STRATEGIES TO ENHANCE COMMUNITY HEALTH. SINAI CHICAGO ENTITIES ARE PART OF MULTIPLE COLLABORATIVES AND PARTNERSHIPS REGARDING COVID-19 AND RESPONDING TO ITS AFTERMATH:- SINAI URBAN HEALTH INSTITUTE (SUHI), THE COMMUNITY-ENGAGED RESEARCH ARM OF SINAI HEALTH SYSTEM (PARENT ORGANIZATION OF SCHWAB REHABILITATION HOSPITAL) IS AN ORIGINAL MEMBER OF WHAT WAS INITIALLY CALLED "THE CHICAGOLAND METRO VACCINE CORPS PROGRAM AND IS NOW THE CHICAGOLAND VACCINE PARTNERSHIP, AN INITIATIVE MANAGED BY PARTNERS IN HEALTH, AND INCLUDING OVER 160 PARTNERS REPRESENTING PUBLIC HEALTH, HEALTH CARE, ACADEMIC, SOCIAL SERVICE, AND COMMUNITY SECTORS. THE GOAL OF THE VACCINE CORPS IS TO AMPLIFY "HYPER-LOCAL, COMMUNITY-LED, CULTURALLY RESPONSIVE STRATEGIES FOR EQUITABLE DISTRIBUTION OF THE COVID-19 VACCINES" THEREBY LEVERAGING COLLABORATION TO BETTER ADDRESS VACCINE HESITANCY AND TO INCREASE VACCINE UPTAKE AMONG THE COMMUNITIES MOST ADVERSELY AFFECTED BY COVID-19.- SUHI PARTNERED WITH CHICAGO DEPARTMENT OF PUBLIC HEALTH, CHICAGO COOK WORKFORCE PARTNERSHIP, THE UNIVERSITY OF ILLINOIS AT CHICAGO SCHOOL OF PUBLIC HEALTH, NORC AT THE UNIVERSITY OF CHICAGO, AND MALCOLM X COLLEGE TO TRAIN AND OVERSEE THE PROGRESS OF CHICAGO'S COMMUNITY-BASED CONTACT TRACING WORKFORCE IN 2020, WHICH TRANSITIONED TO A COVID-19 COMMUNITY RESPONSE CORPS IN 2021/2022, AND NOW HAS TRANSITIONED TO A COMMUNITY RESPONSE CORPS FOCUSED ON ADDRESSING THE CHRONIC PUBLIC HEALTH CRISES THAT CONTINUE TO PLAGUE MARGINALIZED COMMUNITIES SUCH AS HIGHER RATES OF POORLY CONTROLLED CHRONIC DISEASE, BEHAVIORAL HEALTH, AND SOCIAL DETERMINANTS. SUHI'S ROLES INCLUDE THE PROVISION OF INITIAL TRAINING TO THE WORKFORCE, AND THE UPSKILLING OF THE CONTACT TRACERS/RESOURCES COORDINATORS AS COMMUNITY HEALTH WORKERS (CHSS) READY TO RESPOND TO OTHER HEALTH AND SOCIAL ISSUES NOW THAT THE ACUTE COVID-19 CRISIS HAS PASSED. SINAI COMMUNITY INSTITUTE (SCI) ALSO LED CONTRACT TRACING EFFORTS. NOW THAT WE ARE IN THE COVID RECOVERY PHASE, SUHI IS FURTHER SUPPORTING THE EXPANSION OF SPECIALIZED TRAINING FOR CHWS AND THEIR CONNECTION TO EMPLOYMENT. - SINAI PARTICIPATES IN THE CHICAGOLAND CEAL COVID COLLABORATIVE WHICH SEEKS TO IMPROVE COVID-19 VACCINATION AND ENGAGEMENT IN QUALITY THERAPEUTIC CARE AND TRIALS FOR LOW-INCOME BLACK AND LATINX COMMUNITIES IN THE CHICAGO AREA IN ORDER TO ENHANCE CURRENT AND FUTURE COVID-19 VACCINATION, PREVENTION, MITIGATION, AND RESPONSE EFFORTS. IN 2023, THE CEAL TEAM BEGAN EXPANDING TOWARDS OTHER HEALTH INEQUITIES THAT AFFECT THE COMMUNITIES THAT WERE DISPROPORTIONATELY AFFECTED BY COVID INCLUDING TRAINING CHWS TO BETTER RESPOND TO VACCINE HESITANCY OVERALL (NON-COVID SPECIFIC) AND DEVELOPING AND PILOTING A TRAINING FOR CHWS IN PUBLIC SAFETY. - SINAI PARTICIPATES IN THE RACIAL EQUITY RAPID RESPONSE TEAM (RERT) WHICH GATHERS COVID-19 RELATED DATA TO FURTHER ENABLE RESEARCH AND ANALYSIS IN PRIORITIZED COMMUNITIES.- SUHI'S HEALTH EQUITY AND ASSESSMENT RESEARCH TEAM WORKED WITH MATTER, OCC, P33; CCHHS, RUSH, ST. ANTHONY, UIC, UNIVERSITY OF CHICAGO; COMMUNITY HEALTH, A VARIETY OF FQHCS, AND HOWARD BROWN HEALTH CENTER TO CONTRIBUTE TO THE CHICAGOLAND COVID-19 COMMONS, A DATABASE THAT PROVIDED QUALIFIED RESEARCHERS WITH A COLLABORATIVE PLATFORM ENABLING DATA ANALYSIS TO IMPROVE OUR UNDERSTANDING OF THE VIRUS AND SUPPORT THE RAPID DEVELOPMENT OF SOLUTIONS. INTERNALLY, SINAI CREATED A MULTI-FACETED SYSTEM FOR SURVEILLANCE, INCIDENCE TRACKING, ORGANIZATION, DOCUMENTATION, AND REPORTING IN A RESOURCE CENTER WHICH OFFERED COVID-19 CLINICAL CARE GUIDELINES FOR MANAGEMENT, TRANSMISSIONS PRECAUTIONS, HOME CARE CLINICAL GUIDELINES, HOME CARE PATIENT INSTRUCTIONS, AND INSTRUCTIONS AND DOCUMENTATION DESIGNED TO MINIMIZE SPREAD INSIDE HOUSEHOLDS SUCH AS CLEANING AND DISINFECTION INSTRUCTIONS, HOW TO CARE FOR PERSONS WITH COVID-19, AND ADJUSTMENTS NEEDED IN DAILY LIFE. PART V, SECTION B, LINE 3E AND 3G: SCHWAB REHABILITATION HOSPITAL'S 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROVIDES A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY IDENTIFIED IN THE CHNA. THE COMMUNITY HEALTH PRIORITIES ARE CONSISTENT WITH THOSE BROUGHT FORWARD IN OUR 2019 CHNA AND CHIP PROCESSES, ALLOWING FOR STABILITY IN OUR STRATEGIC APPROACHES TO COMMUNITY HEALTH IMPROVEMENT OVER TIME. IN TAX YEAR 2024, WE HAVE CONTINUED TO LEVERAGE THE 2022 CHNA TO ENSURE SCHWAB REHABILITATION HOSPITAL IS RESPONSIVE TO THE HEALTH AND SOCIAL NEEDS OF THE POPULATIONS IT SERVES. WE HAVE ALSO BEGUN PLANS FOR THE 2025 CHNA AND CHIP. PART V, LINE 7A, CHNA WEBSITE: HTTPS://WWW.SINAICHICAGO.ORG/EN/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS-CHNA-AND-COMMUNITY-HEALTH-IMPROVEMENT-PLAN-CHIP/ PART V, LINE 10A, IMPLEMENTATION STRATEGY WEBSITE: HTTPS://WWW.SINAICHICAGO.ORG/EN/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS-CHNA-AND-COMMUNITY-HEALTH-IMPROVEMENT-PLAN-CHIP/ PART V, SECTION B, LINE 11 CONTINUED: ADDITIONALLY, SUHI'S COMMUNITY HEALTH INNOVATION (CHI) TEAM INTEGRATED COMMUNITY HEALTH WORKERS (CHWS) INTO THE HEALTH SYSTEM TO ADDRESS PATIENT NEEDS ON INPATIENT UNITS AND TRANSITIONS HOME AFTER DISCHARGE. THROUGH CHWS ASSISTING PATIENTS PROGRAM, CHWS ADDRESS PATIENTS' EXPERIENCE, ASSESS PATIENTS' HEALTH RELATED SOCIAL NEEDS, FOLLOW UP WITH PATIENTS AFTER DISCHARGE, AND PROVIDE RESOURCES, LINKAGES, EDUCATION, SUPPORT, AND REFERRALS TO WRAP-AROUND SERVICES AS APPROPRIATE.SUHI, WITH ENLACE CHICAGO AND NORTH LAWNDALE COMMUNITY COORDINATION COUNCIL, CONVENES THE ONE LAWNDALE COMMUNITY HEALTH COLLECTIVE (OLCHC); A 40 ORGANIZATION AND 300 INDIVIDUAL STRONG COLLABORATIVE THAT SERVES RESIDENTS OF NORTH AND SOUTH LAWNDALE. OLCHC PARTNERED TO CREATE AN ACTIVE TRAINING AND SUPPORT NETWORK FOR COMMUNITY HEALTH WORKERS (CHW); EQUIPPING CHWS AND THEIR ORGANIZATIONS WITH SKILLS TO HELP THEIR NEIGHBORS BETTER NAVIGATE HEALTH CARE; INCREASE ACCESS TO PREVENTIVE SERVICES, HEALTH, SOCIAL SERVICE, AND WELLNESS RESOURCES; AND INCREASE EDUCATION AND AWARENESS AROUND BEHAVIORAL HEALTH. SUHI'S POPULATION HEALTH CAREER PATHWAYS: ADVANCED CHW TRAINING AND WORKFORCE DEVELOPMENT PROGRAM PROVIDES COMMUNITY RESIDENTS WITH ADVANCED TRAINING IN THREE CHW PATHWAYS (HEALTH EDUCATION, BEHAVIORAL HEALTH, SYSTEM NAVIGATION), MENTORSHIP, TECHNICAL TRAINING, CAREER COACHING AND LINKAGES TO EMPLOYERS FOR POSSIBLE EMPLOYMENT.SCHWAB REHABILITATION HOSPITAL'S CHIP WAS INTEGRATED WITH THE CHIPS OF HOLY CROSS HOSPITAL AND MOUNT SINAI HOSPITAL TO DEVELOP A SYSTEM-WIDE SINAI CHICAGO CHIP. THE SINAI CHICAGO CHIP IS BEING CONVERTED TO A PUBLICLY AVAILABLE VERSION THAT WILL EVENTUALLY SIT ON THE SINAI CHICAGO WEBSITE. PART I, LINE 6A: RELATED ORGANIZATION COMMUNITY BENEFIT REPORTTHE COMMUNITY BENEFIT REPORT FOR SCHWAB REHABILITATION HOSPITAL WAS FILED INDIVIDUALLY WITH THE STATE OF IL UNDER ITS FEIN 36-2179802. PART I, LINE 7: EXPLANATION OF COSTING METHODOLOGYTHE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED ON SCHEDULE H, PART I, LINES 7A AND 7B IS THE COST-TO-CHARGE RATIO PER THE JUNE 30, 2024 MEDICARE COST REPORT FILED.TRUE TOTAL COMMUNITY BENEFIT IS $16.7 MILLION:THE STATE OF ILLINOIS, THROUGH THE AFFORDABLE CARE ACT AND OTHER GOVERNMENT PROGRAMS, MAKE REGULAR PROVIDER TAX PAYMENTS AND OTHER SUPPLEMENTAL PAYMENTS INTENDED TO ASSIST SAFETY NET HOSPITALS IN PROVIDING VITAL SERVICES TO THE COMMUNITY. IN COMPLIANCE WITH REPORTING GUIDELINES, WE HAVE SHOWN THESE STATE SUPPLEMENT PAYMENTS AS REIMBURSEMENT FOR MEDICAID CHARGES, BUT IN DOING SO, IT MASKS THE TRUE BENEFIT SCHWAB REHABILITATION HOSPITAL BRINGS TO THE COMMUNITY. WITHOUT THESE SUPPLEMENTAL PAYMENTS, UNREIMBURSED MEDICAID COSTS [SCHEDULE H, LINE 7B] TOTAL $12,263,392 OR 25.29% OF TOTAL EXPENSE. WITHOUT THESE SUBSIDIES, THE HOSPITAL'S TOTAL BENEFIT TO THE COMMUNITY [SCHEDULE H, LINE 7K] WOULD BE $16,718,162 OR 34.48% OF TOTAL EXPENSE. PART I, LN 7 COL(F): EXPLANATION OF BAD DEBT EXPENSEBAD DEBT EXPENSE WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN A, BUT WAS SUBTRACTED FROM THE TOTAL EXPENSES FOR PURPOSE OF CALCULATING THE PERCENTAGE IN THIS COLUMN. BAD DEBT EXPENSE IS $862,626. ESTIMATED AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS ESTIMATED AT $47,787. THIS ESTIMATE WAS ARRIVED AT BY APPLYING THE SELF PAY PAYER MIX PERCENTAGE TO THE TOTAL BAD DEBT. PART I, LINE 7A, 7B & 7C: NET COMMUNITY BENEFIT EXPENSE FOR FINANCIAL ASSISTANCE, MEDICAID, AND OTHER MEANS-TESTED GOVERNMENT PROGRAMSSCHWAB REHABILITATION HOSPITAL PROVIDED APPROXIMATELY $1.7 MILLION IN FINANCIAL ASSISTANCE TO THE PATIENTS IT SERVED THIS YEAR, IN ADDITION TO UNREIMBURSED COST OF $375 THOUSAND TO PROVIDE CARE FOR MEDICARE-MEDICAID DUAL ELIGIBLE. ON AN AGGREGATED BASIS, THIS YEAR SINAI HEALTH SYSTEM PROVIDED $49.0 MILLION IN FINANCIAL ASSISTANCE, IN ADDITION TO A MEDICAID SHORTFALL OF $51.2 MILLION. UNREIMBURSED SYSTEM COSTS TO PROVIDE CARE FOR MEDICARE-MEDICAID DUAL ELIGIBLE PATIENTS TOTALED $6.4 MILLION. PART III, LINE 2: METHODOLOGY USED TO ESTIMATE BAD DEBT EXPENSEFOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL, THE CORPORATION RECORDS SIGNIFICANT IMPLICIT PRICE CONCESSIONS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. PART III, LINE 3: METHODOLOGY OF ESTIMATED AMOUNT & RATIONALE FOR INCLUDING COMMUNITY BENEFITSCHWAB FIRST DETERMINES IF A PATIENT QUALIFIES FOR CHARITY CARE. IF A PATIENT IS CLASSIFIED AS CHARITY CARE, THEY WOULD NOT BE INCLUDED AS BAD DEBT. SOME PATIENTS DO NOT DESIRE TO COMPLETE THE CHARITY CARE APPLICATIONS AND AS SUCH CAN BE INCLUDED IN THE BAD DEBT AMOUNTS. ONE EXAMPLE OF A PATIENT POPULATION THAT DOES NOT COMPLETE CHARITY CARE APPLICATIONS IS UNDOCUMENTED WORKERS. COSTS OF PROVIDING ELIGIBLE CHARITY CARE ARE CALCULATED USING THE COST-TO-CHARGE RATIO PER JUNE 30, 2024 MEDICARE COST REPORT FILED. PART III, LINE 4: BAD DEBT EXPENSETHE CORPORATION'S PATIENT ACCOUNTS RECEIVABLE BALANCE CONSISTS OF AMOUNTS DUE FROM ITS PATIENTS AND THIRD-PARTY PAYORS. ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES, REDUCED BY EXPLICIT PRICE CONCESSIONS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED TO QUALIFYING INDIVIDUALS AS PART OF THE CORPORATION'S FINANCIAL ASSISTANCE POLICY, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO SELF-PAY PATIENTS. ESTIMATES FOR EXPLICIT PRICE CONCESSIONS ARE BASED ON PROVIDER CONTRACTS, PAYMENT TERMS FOR RELEVANT PROSPECTIVE PAYMENT SYSTEMS, AND HISTORICAL EXPERIENCE ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING THE CORPORATION'S ABILITY TO COLLECT OUTSTANDING AMOUNTS.FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL, THE CORPORATION RECORDS SIGNIFICANT IMPLICIT PRICE CONCESSIONS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE.AN ALLOWANCE FOR CREDIT LOSSES IS ESTABLISHED FOR AMOUNTS EXPECTED TO BE UNCOLLECTIBLE OVER THE CONTRACTUAL LIFE OF THE RECEIVABLES. THE CORPORATION EVALUATES PATIENT RECEIVABLES TO DETERMINE THE ALLOWANCE FOR CREDIT LOSSES BASED ON SIMILAR RISK CHARACTERISTICS THAT EXIST WITHIN CERTAIN CLASSES OF PAYORS. THE CORPORATION CALCULATES THE ALLOWANCE USING AN EXPECTED LOSS MODEL THAT CONSIDERS THE CORPORATION'S ACTUAL HISTORICAL LOSS RATES ADJUSTED FOR CURRENT ECONOMIC CONDITIONS AND REASONABLE AND SUPPORTABLE FORECASTS. THE CORPORATION CONSIDERS MARKET TRENDS, FUTURE ECONOMIC CONDITIONS, AND CREDIT RATINGS OF ITS PAYORS WHEN MAKING ADJUSTMENTS FOR REASONABLE AND SUPPORTABLE FORECASTS. UNCOLLECTIBLE AMOUNTS ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR CREDIT LOSSES IN THE PERIOD THEY ARE DETERMINED TO BE UNCOLLECTIBLE. RECOVERIES OF AMOUNTS PREVIOUSLY WRITTEN OFF ARE RECOGNIZED WHEN RECEIVED. PART III, LINE 8: EXPLANATION OF SHORTFALL AS COMMUNITY BENEFITTHERE WAS NO SHORTFALL THIS YEAR. SCHWAB UTILIZED THE COST TO CHARGE RATIO PER MEDICARE COST REPORT TO ESTIMATE COST TO PROVIDE CARE TO MEDICARE PATIENTS. SUCH COST IS OFFSET BY MEDICARE RECEIPTS TO DETERMINE SHORTFALL. PART III, LINE 9B: PROVISION ON COLLECTION PRACTICES FOR QUALIFIED PATIENTS SCHWAB REHABILITATION HOSPITAL'S COLLECTION PROCESS INCLUDES BOTH LETTERS AND CALLS TO INFORM PATIENTS OF THEIR OUTSTANDING BALANCES TO EXPLAIN AVAILABLE PAYMENT OPTIONS. IF THE PATIENT IS UNINSURED, A DISCOUNT IS APPLIED TO THE PATIENT'S ACCOUNT IN ACCORDANCE WITH ILLINOIS PATIENT UNINSURED ACT. IN ADDITION, RESOURCES ARE MADE AVAILABLE TO PATIENTS THROUGHOUT COLLECTION PROCESS. THE RESOURCE INCLUDES A CHARITY PROGRAM TARGETED TO LOW INCOME INDIVIDUALS ALONG WITH PAYMENT PLANS THAT START AS LOW AS $25 A MONTH. THE DEBT COLLECTION PRACTICES ONLY APPLY TO CHARITY PATIENTS TO THE EXTENT OF COPAYMENTS OR PATIENT PORTION BALANCES AND NOT TO AMOUNTS THAT HAVE BEEN APPROVED AS CHARITY OR FINANCIAL ASSISTANCE. PART VI, LINE 2: NEEDS ASSESSMENTSCHWAB BEGINS ITS OUTREACH AND ASSESSMENT OF COMMUNITY HEALTH BY FIRST EVALUATING WHICH HEALTH CONDITIONS AND DISEASES ARE PREVALENT AMONG ITS INPATIENTS AND OUTPATIENTS. DATA IS GATHERED IN A VARIETY OF WAYS, INCLUDING INTENTIONAL LISTENING, ASSURING FOR PROTECTION OF ANY PHI. THIS DETERMINATION OF THE PREVALENCE THEN GUIDES THE DESIGN OF COMMUNITY SERVICES AND ALSO ASSURES THERE IS NO BIAS BASED ON RACE, GENDER, OR PATIENT'S ABILITY TO PAY. SCHWAB IS IN THE SAME HEALTH CARE SYSTEM, SINAI HEALTH SYSTEM (SHS), AND WORKS CLOSELY WITH SINAI COMMUNITY INSTITUTE, MOUNT SINAI COMMUNITY FOUNDATION AND SINAI URBAN HEALTH INSTITUTE (SUHI) WHO PARTNER WITH NEIGHBORHOOD GROUPS AND THE COMMUNITY OVERALL TO UNDERSTAND HEALTH AND WELL-BEING NEEDS. SUHI, IN PARTICULAR, CONDUCTS COMPREHENSIVE DOOR-TO-DOOR HEALTH NEEDS ASSESSMENT, USING IN PART, COMMUNITY HEALTH WORKERS (CHW). THIS ALLOWS FOR FOLLOW UP OF THOSE DISCHARGED FROM SCHWAB, SO WE CAN LAUNCH PROGRAMS TO IMPROVE THEIR CURRENT LIFE AND MITIGATE THE POSSIBILITY OF OTHER HEALTH RELATED EVENTS IMPACTING THE COMMUNITY. SCHWAB ALSO SUPPORTS SINAI COMMUNITY INSTITUTE AND SUHI BY SCHEDULING CLINICIANS AND HEALTH EDUCATORS TO PARTICIPATE IN HEALTH FAIRS, COMMUNITY FORUMS AND OTHER EDUCATIONAL EVENTS TO PROVIDE HEALTH SCREENINGS, AND EDUCATION ON PREVENTION. THESE FORUMS ARM PARTICIPANTS WITH KNOWLEDGE ABOUT THE CHRONIC DISEASES THAT CAN AFFECT THEM AND ACTION PLANS FOR AVOIDING OR MANAGING THOSE DISEASES. SCHWAB ALSO SPECIFICALLY BUILDS HEALTHIER COMMUNITIES THROUGH THE IN MY SHOES VIOLENCE PREVENTION PROGRAM. IN MY SHOES EDUCATORS, ALL FORMER GANG MEMBERS WHO HAVE DISABILITIES, MOST USING WHEEL CHAIRS, VISIT SCHOOLS AND COMMUNITY GROUPS, EXPLAINING WHAT GANG MEMBERSHIP IS REALLY LIKE. THE EDUCATOR'S LANGUAGE IS PLAIN, DIRECT AND NON-JUDGMENTAL, BUT IT ADDRESSES WHAT YOUTHFUL AUDIENCE MEMBERS HAVE NEVER THOUGHT ABOUT: THE POSSIBILITY OF LIVING WITH A DISABILITY. AGAIN, UNLESS ALLOWED UNDER COVID RESTRICTIONS, THE DELIVERY OF THE MESSAGING CHANGED BUT NOT THE INTENT, INTENSITY OR IMPORTANCE OF THE WORK AND MESSAGING. SCHWAB, THROUGH ITS ASSESSMENT HAS INITIATED A DOMESTIC VIOLENCE PROGRAM WHICH WORKS WITH MEMBERS OF THE COMMUNITY WHO HAVE RECEIVED SERVICES AT SCHWAB, OR HAVE SIGNIFICANT OTHERS WHO HAVE NEED OF THESE SERVICES. AVAILABLE THROUGH A GRANT, 24/7 DAYS A WEEK, SCHWAB PROVIDES AN ABUNDANCE OF RESOURCES TO THOSE VICTIMS OF ABUSE, REGARDLESS OF RACE, SEXUAL ORIENTATION, DISABILITY OR ABILITY TO PAY. SADLY THIS VALUABLE SERVICE WAS AND CONTINUES TO BE STRETCHED TO CAPACITY AS THE NEED HAS INCREASED WITH THE COVID PANDEMIC. PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCESCHWAB INFORMS PATIENTS OF THE CHARITY CARE POLICY THROUGH SIGNAGE IN THE HOSPITAL, WRITTEN COMMUNICATION, STATEMENTS AND RELATED CORPORATION SINAI HEALTH SYSTEM WEBSITE. EACH HOSPITAL BILL, INVOICE, OR OTHER SUMMARY OF CHARGES TO AN UNINSURED PATIENT SHALL INCLUDE WITH IT, OR ON IT, A PROMINENT STATEMENT THAT AN UNINSURED PATIENT WHO MEETS CERTAIN INCOME REQUIREMENTS MAY QUALIFY FOR AN UNINSURED DISCOUNT ALONG WITH INFORMATION REGARDING HOW THE PATIENT MAY APPLY FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: COMMUNITY INFORMATIONSCHWAB, AS A PART OF SINAI HEALTH SYSTEM, SERVES A DIVERSE POPULATION OF OVER 1.2 MILLION PEOPLE LOCATED ON THE WEST AND SOUTHWEST SIDE OF CHICAGO. SINAI'S ANTILLAS CLINIC ON THE NORTHWEST SIDE OF CHICAGO, SEES REFUGEES FROM MANY NATIONS (FOR EXAMPLE SUDAN, IRAQ AND BURMA). OTHERWISE, SINAI HEALTH SYSTEM SERVES PRIMARILY AFRICAN-AMERICAN AND LATINO PATIENTS.APPROXIMATELY 59.4% OF SCHWAB REHABILITATION HOSPITAL'S PATIENTS ARE MEDICAID RECIPIENTS AND 31.7% ARE UNINSURED. SCHWAB REHABILITATION HOSPITAL'S MEDICAL INTERPRETER SERVICES SUPPORTS OVER 240 DIFFERENT LANGUAGES INCLUDING AMERICAN SIGN LANGUAGE, MAKING SINAI HEALTH SYSTEM A BEST PRACTICE MEDICAL INTERPRETER PROGRAMS IN THE NATION FOR DEAF AND HARD OF HEARING PATIENTS AND THE LIMITED ENGLISH PROFICIENT PATIENTS. SINAI IS ONE OF THE LARGEST MEDICAID PROVIDERS IN ILLINOIS. 88% OF SCHWAB'S PATIENTS ARE INDIVIDUALS CLASSIFIED IN MINORITY RACE CATEGORIES. PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHSCHWAB REHABILITATION HOSPITAL IS A PART OF SINAI HEALTH SYSTEM. THE SYSTEM HAS A VOLUNTEER BOARD COMPRISED OF RESPECTED LEADERS IN BANKING, FINANCE, MANUFACTURING, LEGAL, HEALTH CARE AND OTHER INDUSTRIES. SCHWAB EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS FOR ALL DEPARTMENTS. SCHWAB INVESTS ANY SURPLUS FUNDS INTO IMPROVING PATIENT CARE. PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM ROLES AND PROMOTIONLOCATED ON CHICAGO'S WEST AND SOUTHWEST SIDE, SINAI HEALTH SYSTEM IS COMPRISED OF MOUNT SINAI HOSPITAL, HOLY CROSS HOSPITAL, SCHWAB REHABILITATION HOSPITAL, SINAI CHILDREN'S HOSPITAL, SINAI COMMUNITY INSTITUTE, SINAI MEDICAL GROUP, AND SINAI URBAN HEALTH INSTITUTE. THE ENTITIES OF SINAI HEALTH SYSTEM COLLECTIVELY DELIVER A FULL RANGE OF QUALITY INPATIENT AND OUTPATIENT SERVICES, AS WELL AS A LARGE NUMBER OF INNOVATIVE, COMMUNITY-BASED HEALTH, RESEARCH AND SOCIAL SERVICE PROGRAMS. WE FOCUS OUR COLLECTIVE DEPTH OF EXPERTISE AND PASSION TO IMPROVE THE HEALTH OF THE 1.5 MILLION PEOPLE WHO LIVE IN OUR DIVERSE SERVICE AREA. WITH OUR TEAM OF DEDICATED CAREGIVERS, SINAI HEALTH SYSTEM IS COMMITTED TO BUILDING STRONGER, HEALTHIER COMMUNITIES.FOR MORE INFORMATION ON SINAI HEALTH SYSTEM, VISIT HTTP://WWW.SINAICHICAGO.ORG. PART VI, LINE 7, REPORTS FILED WITH STATES IL 0 1 0 0 0 0 0 0 0 NGOZI EZIKE MD PRESIDENT & CEO 0 795498 0 0 0 11822 0 6600 0 0 0 813920 0 0 ELIZABETH CONNOLLY GENERAL COUNSEL 0 400931 0 0 0 24248 0 3659 0 157 0 428995 0 0 MICHELLE GITTLER CHIEF MEDICAL OFFICER 386659 0 1015 0 9231 0 0 0 27498 0 424403 0 0 0 JASON SPIGNER CHIEF HUMAN RESOURCES OFFICER 0 366745 0 0 0 30832 0 6600 0 10535 0 414712 0 0 KENNETH SLAWKOWSKI CHIEF INFORMATION OFFICER 0 323488 0 0 0 3776 0 6548 0 0 0 333812 0 0 ILIANA ANDREA MORA CHIEF OPERATING OFFICER - BEG 6/2023 0 307098 0 0 0 360 0 0 0 24535 0 331993 0 0 DIMAS ORTEGA CFO, INTERIM -04/2023 THRU 01/2024 0 298557 0 0 0 831 0 2988 0 0 0 302376 0 0 RAYMOND LEE ATTENDING PHYSICIAN 229415 0 1360 0 166 0 4824 0 31764 0 267529 0 0 0 FABIOLLA KOPP ATTENDING PHYSICIAN 233783 0 2520 0 705 0 3532 0 19804 0 260344 0 0 0 MARIKA GREIFF ATTENDING PHYSICIAN 234760 0 2512 0 476 0 4853 0 16885 0 259486 0 0 0 NUPUR SAXENA ATTENDING PHYSICIAN 239399 0 0 0 871 0 4859 0 10565 0 255694 0 0 0 KRISTINA DRABKIN ATTENDING PHYSICIAN 233603 0 480 0 3679 0 4853 0 13018 0 255633 0 0 0 GARY KRUGEL CFO - THRU APR. 2023 0 158609 0 0 0 32148 0 3215 0 5744 0 199716 0 0 KAREN TEITELBAUM PRESIDENT & CEO - THRU 12/2022 0 18755 0 0 0 133772 0 0 0 440 0 152967 0 0 PART I, LINE 3 METHODS USED BY RELATED ORG TO ESTABLISH CEO COMPENSATION THE ORGANIZATION PAYS OUT COMPENSATION BASED ON THE FOLLOWING PROCEDURES AND GUIDELINES: SINAI HEALTH SYSTEM (SHS) HAS A HUMAN RESOURCES COMMITTEE TO SUPPORT THE ORGANIZATIONAL PERFORMANCE OF SINAI HEALTH SYSTEMS AND ITS RELATED ENTITIES THROUGH THE ALIGNMENT OF EXECUTIVE COMPENSATION WITH SYSTEM STRATEGIES AND PROGRAMS AND ENSURE COMPLIANCE WITH APPLICABLE LAW. THE VOTING MEMBERS OF THE COMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE ESTABLISHES DETAILED GOALS ANNUALLY OR MORE FREQUENTLY AS CIRCUMSTANCES REQUIRE. THE COMMITTEE ESTABLISHES DETAILED GOALS ANNUALLY FOR THE PRESIDENT AND CEO AND OTHER EXECUTIVES, AND REVIEWS PERFORMANCE AGAINST THESE GOALS ON AN ANNUAL BASIS. THE COMMITTEE ANNUALLY ENGAGES AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ORGANIZATION'S ASSISTANT VICE PRESIDENT AND ABOVE. COMPENSATION IS BASED ON: A) DETAILED WRITTEN PERFORMANCE OF THE PRESIDENT AND CEO; B) EACH ELEMENT OF COMPENSATION, DATA OF THE COMPENSATION PROGRAM IN EFFECT FOR CEOS OF COMPARABLE ORGANIZTIONS; AND C) ANNUAL REVIEW OF CEO PERFORMANCE CONDUCTED AGAINST SHS ESTABLISHED GOALS. THE COMMITTEE MAINTAINS WRITTEN MINUTES WHICH ARE MAINTAINED IN EXECUTIVE ADMINISTRATION. PART I, LINE 4B SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: SINAI HEALTH SYSTEM'S (SHS) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS ESTABLISHED AS A NON-QUALIFIED RETIREMENT PLAN FOR ITS KEY EMPLOYEES, SPECIFICALLY THE CHIEF EXECUTIVE STAFF. THIS PLAN PROVIDES ADDED BENEFITS THAT MAY BE ABOVE AND BEYOND THOSE THRESHOLDS COVERED IN OTHER TRADITIONAL RETIREMENT PLANS. SHS'S SERP IS ENTIRELY FUNDED BY THE EMPLOYER, SHS. THE SHS COMPENSATION COMMITTEE REVIEWS AND APPROVES ACCEPTANCE AND/OR MODIFICATIONS TO THE SERP PLAN. THE SHS'S SERP PLAN OUTLINES THE ANNUAL EARNINGS PER THE INDIVIDUAL PARTICIPANTS AS WELL AS THE TIME FRAMES OF VESTMENT PER THOSE RESPECTIVE INDIVIDUALS. THE PLAN VESTS UPON TWO YEARS OF SERVICE OR ATTAINMENT OF AGE 65. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN AND RECEIVED A DISTRIBUTION FROM OR HAD AMOUNTS VEST IN THE PLAN: ELIZABETH CONNOLLY $25,825 JASON SPIGNER $25,243 NGOZI EZIKE, M.D. PARTICIPATED IN THE PLAN BUT WAS NOT YET ELIGIBLE FOR CONTRIBUTIONS AND DID NOT RECEIVE ANY DISTRIBUTIONS OR HAVE ANY AMOUNTS VEST IN THE PLAN DURING THE CALENDAR YEAR 2023. PART I, LINE 7 NON-FIXED PAYMENTS SINAI HEALTH SYSTEM HAS A HUMAN RESOURCES COMMITTEE TO SUPPORT THE ORANIZATIONAL PERFORMANCE OF SINAI HEALTH SYSTEMS AND ITS RELATED ENTITTIES THROUGH THE ALIGHMENT OF EXECUTIVE COMPENSATION WITH SYSTEM STRATEGIES AND PROGRAMS AND ENSURE COMPLIANCE WITH APPLICABLE LAW. THE VOTING MEMBERS OF THE COMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF DIRETORS. THE COMMITTEE ESTABLISHES DETAILED GOALS ANNUALLY OR MORE FREQUENTLY AS CIRCUMSTANCES REQUIRE. THE COMMITTEE ESTABLISHES DETAILED GOALS ANNUALLY FOR THE PRESIDENT AND CEO AND OTHER EXECUTIVES, AND REVIEWS PERFORMANCE AGAINST THESE GOALS ON AN ANNUAL BASIS. THE COMMITTEE ANNUALLY ENGAGES AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ORGANIZTION'S ASSISTANT VICE PRESIDENT AND ABOVE. COMPENSATION IS BASED ON DETAILED WRITTEN PERFORMANCE OF THE PRESIDENT AND CEO, EACH ELEMENT OF COMPENSATION, DATA OF COMPENSATION PROGRAM IN EFFECT FOR CEOS OF COMPARABLE ORGANIZATION, AND CONDUCTS AN ANNUAL REVIEW OF CEO PERFORMANCE AGAINST ESTABLISHED GOALS. THE COMMITTEE MAINTAINS WRITTEN MINUTES WHICH ARE MAINTAINED IN EXECUTIVE ADMINSTRATION. FORM 990, PART VI, SECTION A, LINE 1A EXPLANATION OF DELEGATED BOARD AUTHORITY TO COMMITTEE THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD (I.E., THE CHAIR, VICE CHAIR(S), SECRETARY, TREASURER, PREVIOUS CHAIR (IF APPLICABLE) AND PRESIDENT AND CEO OF THE HEALTH SYSTEM), AND MAY INCLUDE ADDITIONAL MEMBERS AS DETERMINED BY THE BOARD CHAIR. THE EXECUTIVE COMMITTEE HAS THE POWER TO TRANSACT ALL REGULAR BUSINESS OF SINAI HEALTH SYSTEM DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD, SUBJECT TO ANY PRIOR LIMITATION IMPOSED BY THE BOARD OR BY LAW. WHEN ACTION IS TAKEN BY THE EXECUTIVE COMMITTEE, IT WILL BE REPORTED TO THE BOARD AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDERS THE SOLE CORPROATE MEMBER OF THE CORPORATION SHALL BE SINAI HEALTH SYSTEM, AN ILLINOIS NOT-FOR-PROFIT CORPORATION. THE SOLE CORPORATE MEMBER HAS CERTAIN DELEGATED POWERS SET FORTH IN THE CORPORATE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY DIRECTORS ARE ELECTED BY THE SOLE CORPORATE MEMBER, SINAI HEALTH SYSTEM, FOR A TERM OF 3 YEARS FROM AMONG THOSE PERSONS NOMINATED BY THE SINAI HEALTH SYSTEM GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE FOR SELECTING AND REVIEWING PROSPECTIVE CANDIDATES FOR ELECTION TO THE BOARD OF DIRECTORS, COMMUNICATING EXPECTATIONS OF INDIVIDUAL BOARD MEMBERS, AND RECRUITING PROSPECTIVE BOARD MEMBERS WITH A FOCUS ON DIVERSITY AND EXPERTISE. ALL PROSPECTIVE DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM AS PART OF THE APPLICATION PROCESS, AND ANNUALLY THEREAFTER FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS THE SOLE CORPORATE MEMBER, WORKING CLOSELY WITH THE CORPORATION'S BOARD OF DIRECTORS, HAS CERTAIN RESERVED POWERS OVER SIGNIFICANT CORPORATE ACTIONS, INCLUDING MATTERS SUCH AS APPOINTMENT OF CORPORATE OFFICERS, AMENDMENT OF GOVERNING DOCUMENTS, APPROVAL OF A MERGER, CONSOLIDATION OR DISSOLUTION, APPROVAL OF BUDGETS AND STRATEGIC PLANS, APPROVAL OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS FOR THE ORGANIZATION, AND APPROVAL OF NON-BUDGETED LONG-TERM DEBT. THE SOLE CORPORATE MEMBER ALSO ENSURES THAT THE CORPORATION IS IN COMPLIANCE WITH ITS STATED CORPORATE AND CHARITABLE PURPOSE AND MISSION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 INFORMATION WAS INITIALLY PROVIDED BY THE FINANCE STAFF WITH MULTI-DISCIPLINARY INPUT FROM PUBLIC AFFAIRS, CORPORATE COMPLIANCE AND OTHER APPROPRIATE STAFF OF THE ORGANIZATION. THE FORM 990 WAS THEN PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND REVIEWED BY SENIOR FINANCE STAFF AND OTHER MEMBERS OF SENIOR LEADERSHIP. PRIOR TO THE FILING, THE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST THE CONFLICT OF INTEREST DISCLOSURE FORM IS COMPLETED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS AND OTHER EMPLOYEES WHO ARE IN A POSITION TO INFLUENCE PURCHASING DECISIONS, AFFILIATIONS OR REFERRALS, HIRING DECISIONS OR CONTRACTS. CONFLICTS DISCLOSED ON THE CONFLICT OF INTEREST DISCLOSURE FORM ARE TAKEN INTO CONSIDERATION WHEN MAKING BOARD COMMITTEE ASSIGNMENTS. IN ADDITION, INDIVIDUALS WHO HAVE A CONFLICT OF INTEREST MUST ABSTAIN FROM PARTICIPATING IN DECISIONS AFFECTING THE INTERESTED PARTIES AND MAKE IT CLEAR WHY THEY ARE ABSTAINING. IF THE POTENTIAL FOR CONFLICT OF INTEREST EXISTS, EMPLOYEES AND PHYSICIANS ARE REQUIRED TO DISCUSS THE SITUATION WITH MANAGEMENT. THE SINAI HEALTH SYSTEM CHIEF EXECUTIVE OFFICER AND CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE DISCUSS ANY POTENTIAL CONFLICTS WITH THE CHAIRMAN OF THE BOARD OF DIRECTORS. BOARD MEMBERS OF THE SINAI HEALTH SYSTEM OR ANY OF ITS ENTITIES ARE REQUIRED TO REPORT POTENTIAL CONFLICTS TO THE CHIEF COMPLIANCE OFFICER WHO WILL REVIEW POTENTIAL CONFLICTS WITH THE SINAI HEALTH SYSTEM CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES SINAI HEALTH SYSTEM HAS A HUMAN RESOURCES COMMITTEE THAT APPROVES ALL EXECUTIVE COMPENSATION ARRANGEMENTS, INCLUDING INCENTIVE COMPENSATION. SINAI HEALTH SYSTEM'S HUMAN RESOURCES COMMITTEE SUPPORTS THE ORGANIZATIONAL PERFORMANCE OF SINAI HEALTH SYSTEM AND ITS RELATED ENTITIES THROUGH THE ALIGNMENT OF EXECUTIVE COMPENSATION WITH SYSTEM STRATEGIES AND PROGRAMS, AND ENSURES COMPLIANCE WITH APPLICABLE LAW. THE VOTING MEMBERS OF THE COMMITTEE ARE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE MEETS TWICE ANNUALLY OR MORE FREQUENTLY AS CIRCUMSTANCES REQUIRE. THE COMMITTEE ESTABLISHES DETAILED GOALS ANNUALLY FOR THE PRESIDENT AND CEO AND OTHER EXECUTIVES, AND REVIEWS PERFORMANCE AGAINST THESE GOALS ON AN ANNUAL BASIS. THE COMMITTEE ANNUALLY ENGAGES AN OUTSIDE, INDEPENDENT COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ORGANIZATION'S ASSISTANT VICE PRESIDENTS AND ABOVE, AS WELL AS A FEW DIRECTORS. COMPENSATION IS BASED ON DETAILED WRITTEN PERFORMANCE APPRAISALS AND EXTERNAL MARKET DATA. IN AN EXECUTIVE SESSION, THE COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT AND CEO, EACH ELEMENT OF COMPENSATION, DATA OF COMPENSATION PROGRAMS IN EFFECT FOR CEOS OF COMPARABLE ORGANIZATIONS, AND CONDUCTS AN ANNUAL REVIEW OF CEO PERFORMANCE AGAINST ESTABLISHED GOALS. THE COMMITTEE MAINTAINS WRITTEN MINUTES WHICH ARE MAINTAINED IN EXECUTIVE ADMINISTRATION. FORM 990, PART VI, SECTION C, LINE 19 OTHER DOCUMENTS PUBLICLY AVAILABLE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. MT SINAI HOSPITAL MEDICAL CENTER CALIFORNIA AVE AT 15TH STREET CHICAGO IL 60608 361509000 HEALTHCARE IL 501(C)(3) 3 SINAI HEALTH SYSTEM 0 MOUNT SINAI COMMUNITY FOUNDATION CALIFORNIA AVE AT 15TH STREET CHICAGO IL 60608 363305449 HEALTHCARE IL 501(C)(3) 12 TYPE I SINAI HEALTH SYSTEM 0 SINAI COMMUNITY INSTITUTE 2653 WEST OGDEN AVE CHICAGO IL 60608 363932824 SUPPORT ORG IL 501(C)(3) 10 SINAI HEALTH SYSTEM 0 HOLY CROSS HOSPITAL 2701 WEST 68TH ST CHICAGO IL 60629 362170133 HEALTHCARE IL 501(C)(3) 3 SINAI HEALTH SYSTEM 0 SINAI HEALTH SYSTEM CALIFORNIA AVE AT 15TH STREET CHICAGO IL 60608 363166895 PARENT CORP IL 501(C)(3) 12 TYPE II N/A 0 PROGRESS HEALTH 2701 WEST 66TH STREET CHICAGO IL 60629 364109153 MGMT SERVICES IL N/A C 0 SINAI COMMUNITY PHARMACY CALIFORNIA AVE AT 15TH STREET CHICAGO IL 60608 363832319 PHARMACY IL N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0