2026-05-22T10:13:06-05:00 2025-06-30 990 2024-07-01 364138353 Adventist Health Partners Inc ADVE 2242730190 5101 S Willow Springs Rd B1013 La Grange IL 60525 Lynn C Addiscott Assistant Secretary 4073572317 2026-05-22 0 2024 2025-03-06 01:10:19Z Kathleen Ragusa 5101 S Willow Springs Rd B1013 La Grange IL 60525 175030435 0 X uchicagomedicineadventhealth.org X 1998 IL Operate out-patient physician clinics. 9 0 296 0 118868 2777 0 0 162401456 174648096 536045 220104 19777 162235 162957278 175030435 0 0 0 0 124636190 103796832 0 0 0 49110519 82797362 173746709 186594194 -10789431 -11563759 43550162 42734155 262691786 273439538 -219141624 -230705383 X Adventist Health System Sunbelt Healthcare Corporation and all its subsidiary organizations were established by the Seventh-Day Adventist Church to bring a ministry of healing and health to the communities served. Our mission is to extend the healing ministry of Christ.The taxpayer's parent is Adventist Midwest Health, which is owned 49% by Adventist Health System Sunbelt Healthcare Corporation (AdventHealth). Effective January 1, 2023, the taxpayer (or the taxpayer's parent) entered into a Master Management Agreement with AdventHealth. AdventHealth seeks to be widely respected as a consumer-focused organization that engages individuals in their health by delivering wholistic, best practice care across a connected, comprehensive continuum of services. With Christ as our example, AdventHealth cares for and nurtures people: our employees, our communities, our healthcare professionals, and those who trust us for care and healing. 0 0 181858016 0 174535250 Operation of out-patient physician clinics in the greater Chicagoland metropolitan area including the western portion of Cook County, DuPage County, and Will County. There were 678,083 patient encounters from July 1st, 2024 to June 30th, 2025. 181858016 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 1 296 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X Michael Speelman 7082457533 5101 S Willow Springs Rd B1013 La Grange IL 60525 X Maycock Adam Director (End 12/24) 0.10 50.00 X 0 723502 106262 Lewis MD Greg Director 50.00 0.10 X 616589 0 23785 MacCarroll-Wright Elise Director (Beg 1/25) 0.10 50.00 X 0 0 0 Radivojevic Vladimir Director (End 1/25) 0.10 50.00 X 0 452360 107120 Liu MD John Director 50.00 0.10 X 491959 0 31582 Kuhlman MD Geoffrey Director 50.00 0.10 X 463611 0 40892 Nelson MD Kenneth Director/Chairperson 50.00 0.10 X X 448370 0 38785 Tkachuck Dave Director (Beg 1/25) 0.10 50.00 X 0 0 0 Ragusa Kathleen Director/President 50.00 0.10 X X 0 343391 28225 Choudhury Seleem Director (Beg 6/25) 0.10 50.00 X 0 0 0 Valaitis MD Sandra Director 0.10 1.10 X 0 0 0 Amin MD Beejal Physician 50.00 0.00 X 1216840 0 31865 Barkatullah MD Sameer Physician 50.00 0.00 X 981515 0 56944 Lertsburapa MD Keith Physician 50.00 0.00 X 968836 0 35276 Dalal MD Jay Physician 50.00 0.00 X 857801 0 47077 Spratford MD Eric Physician 50.00 0.00 X 840827 0 49494 6886348 1519253 597307 218 0 1 1 AHS Midwest Management Inc 5101 S Willow Springs Rd LaGrange IL 60525 Employment Services 25137951 Adventist Health System Sunbelt Healthca 900 Hope Way Altamonte Springs FL 32714 Management Services 4200302 Ascension Illinois 1000 Remington Blvd Suite 100 Bolingbrook IL 604400000 PSA Services 2863862 Cardiovascular Management of Illinois 2328 E Lincoln Hwy 361 New Lenox IL 605170000 Management Consulting Services 1500080 The Center for Sports Orthopaedics PC 1585 Barrington RD Bldg 2 Ste 101 Hoffman Estates IL 60169 Physician Services 1243716 21 Net Patient Revenue 621111 99375762 99375762 Support Payment from Exempt Affil 621111 72198995 72198995 ACO/CIN Distribution 621111 2785922 2785922 287417 174571 112846 174648096 220104 220104 156213 6022 0 0 156213 6022 162235 6022 156213 175030435 174535250 118868 376317 X 2527190 1911996 615194 85105947 85105947 2940229 2940229 8758185 8758185 4465281 4465281 201301 201301 38569003 35857473 2711530 10058 10058 1535875 696210 839665 8698796 8698796 7653583 7653583 150787 150787 56939 56939 9866970 9866970 2588564 2588564 6170141 6162320 7821 Medical Supplies 6664468 6664468 Repair & Maintenance 419494 419494 Dues & Memberships 116433 116433 Licenses & Permits 68488 68488 26462 12 26450 186594194 181858016 4736178 0 4909 5114 10594000 13777156 330023 313303 624443 635634 18133 32108 10816980 4328694 7777339 6488286 376187 485241 23825128 20997313 43550162 42734155 10703230 10378440 251988556 263061098 262691786 273439538 X -219141624 -230705383 -219141624 -230705383 43550162 42734155 -11563759 0 X 0 1 X 1 0 X 6986286 2652169 4334117 3623867 1676525 1947342 206827 206827 6488286 Other Receivables 3917076 Right of Use Asset-Operating Lease 17080237 20997313 Due to Related 239237389 Credit Balances in A/R 733296 Accrued Interest Payable 1049898 Operating Lease Liability 17967367 Other Liabilities 1112369 Due to Affiliated 2960779 263061098 X Part X, Line 2: As a result of its controlling member interest, the operations of the filing organization are included in the consolidated financial statement audit of The University of Chicago Medical Center (UCMC) for the twelve-month period ended June 30, 2025. The consolidated financial statements of UCMC contain the following FIN 48 (ASC 740) footnote. Please note that dollar amounts are in thousands. 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, de-recognition, and measurement using consistent criteria and provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2025 and 2024, the System does not have an asset or liability recorded for unrecognized tax positions. UCM Obligated Group is comprised of subsidiaries that are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and, therefore, exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. UCM Non-Obligated Groups consist of several not-for-profit and taxable entities. The taxable entities include; UCM Medical Group, Inc.; Trulen Insurance SPC Limited; Ingalls Same Day Surgery; and UCM Services Corp., which are taxable entities under applicable sections of the Code. Deferred income taxes on the taxable entities of the Non-Obligated Groups are recognized for the tax consequences of "temporary differences" by applying enacted statutory tax rates applicable to future years to differences between the consolidated financial statement carrying amounts and the tax bases of existing assets and liabilities. As of June 30, 2025 and 2024, the UCM Non-Obligated Groups have deferred tax assets primarily relating to net operating losses; however, it has a full valuation allowance as management believes that it was not more likely than not that the results of future operations would generate sufficient taxable income to realize the NOL. 0 1 0 0 0 0 0 0 0 Amin MD Beejal Physician 1208006 0 0 0 8834 0 0 0 31865 0 1248705 0 0 0 Barkatullah MD Sameer Physician 962306 0 12257 0 6952 0 19800 0 37144 0 1038459 0 0 0 Lertsburapa MD Keith Physician 374294 0 590000 0 4542 0 19800 0 15476 0 1004112 0 0 0 Dalal MD Jay Physician 843098 0 2583 0 12120 0 18150 0 28927 0 904878 0 0 0 Spratford MD Eric Physician 751691 0 82124 0 7012 0 18150 0 31344 0 890321 0 0 0 Maycock Adam Director (End 12/24) 0 473031 0 165486 0 84985 0 68058 0 38204 0 829764 0 0 Lewis MD Greg Director 451348 0 155833 0 9408 0 19800 0 3985 0 640374 0 0 0 Radivojevic Vladimir Director (End 1/25) 0 316504 0 81954 0 53902 0 71715 0 35405 0 559480 0 0 Liu MD John Director 363446 0 90564 0 37949 0 21450 0 10132 0 523541 0 0 0 Kuhlman MD Geoffrey Director 376919 0 74124 0 12568 0 21450 0 19442 0 504503 0 0 0 Nelson MD Kenneth Director/Chairperson 366435 0 45447 0 36488 0 18150 0 20635 0 487155 0 0 0 Ragusa Kathleen Director/President 0 259332 0 47158 0 36901 0 18225 0 10000 0 371616 0 0 Part I, Line 3 The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). The CEO is provided to the filing organization pursuant to the Master Management Agreement between AHSSHC and UCMC. Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership. Part I, Line 4b Pursuant to the Affiliation Agreement between AHSSHC and UCMC, the individuals listed in Part VII include individuals who are compensated by AHSSHC as Manager. Accordingly, the supplemental non-qualified retirement plans sponsored by AHSSHC are discussed below. This is the section for the plans of AHSSHC: The officers and key employees listed in Part VII are provided to the filing organization by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) pursuant to the Master Management Agreement. The executive management team provided to the filing organization participates in the supplemental executive retirement plans sponsored by AHSSHC. The supplemental executive retirement plans are described below and includes all plans in which there were any participants in 2024. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $345,000 in 2024 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year. FLEX Plan FLEX Plan SERP III SERP III Contr. Distr.* Contr. Distr Maycock,Adam $ 0 $ 0 $79,549 $18,391 Radivojevic,Vladimir $ 0 $ 0 $53,199 $ 0 * Including Investment Earnings Form 990, Part V, Line 1a: Effective January 1, 2023, the filing organization (or the filing organization's parent) entered into a Master Management Agreement with Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). AHSSHC has established a shared service center to centralize the Accounts Payable (A/P) function for all AHSSHC subsidiary organizations. The filing organization has entered "0" in Part V, Line 1a because the filing organization no longer issues Form 1099 returns, rather, all such returns are filed by and under the name and EIN of AHSSHC as the payor subject to the information reporting requirements of Section 6041. The facts and circumstances support a position that AHSSHC, as a payor on behalf of its subsidiary organizations in a shared service environment, will have sufficient management and oversight in connection with the subsidiary organizations' payments to meet the standard set forth in Treas. Reg. Section 1.6041-1(e). AHSSHC will not merely be making payments at the direction of its subsidiary organizations. Accordingly, AHSSHC is considered the payor subject to the information reporting requirements of Section 6041. Form 990, Part VI, Section A, line 3 Effective January 1, 2023, the filing organization's parent entered into a Master Management Agreement with Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is exempt from federal income tax under Internal Revenue Code Section 501(c)(3) and serves as the parent organization to a health care system that operates 50 hospitals in the U.S. Adventist Health System/Sunbelt, Inc., a direct 501(c)(3) subsidiary of AHSSHC, holds a 49% member interest in the filing organization's parent. Under the Master Management Agreement, AHSSHC provides general management of the day-to-day operations of the parent organization's two hospital facilities, two subsidiary hospital facilities, and the subsidiary physician clinic entities. Management services must be provided in a manner that is consistent with the tenets of the Seventh-day Adventist Church and under the direction of the filing organization's governing body. Managerial services provided under the Master Management Agreement include the following: Provision of all C-Suite personnel (See Part VII for compensation disclosure. The compensation reported in Part VII is for services provided to the filing organization and related affiliates); Information Technology Services Management oversight; Operations support, including revenue cycle, financial operations, clinical protocols, accrediting, and compliance; Development and facility management, including strategic planning, managed care, real estate, and construction and equipment planning; Finance and accounting, including budget development, treasury, tax, accounting, insurance and payment of expenses; Human Resources; Internal Audit; Legal Services; Government relations; Purchasing/Materials Management; Medical and Professional Matters; and Regulatory Issues. Form 990, Part VI, Section A, line 6 Adventist Health Partners, Inc. (the filing organization) has one member. The sole member of the filing organization is Adventist Midwest Health, an Illinois, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Form 990, Part VI, Section A, line 7a The sole member of the filing organization is Adventist Midwest Health. The Board of Directors of the filing organization are appointed by the sole member, Adventist Midwest Health, who has the right to appoint and remove any member of the Board of Directors of the filing organization. Form 990, Part VI, Section A, line 7b Certain reserved powers are retained solely by the Member with certain other reserved powers subject to the approval of either The University of Chicago Medical Center, Adventist Health System/Sunbelt, Inc., or both. The reserved powers retained solely by the Member are the following: - approve material changes in the category of services offered by the filing organization; - authority to require the filing organization's adherence to the system-wide naming nomenclature and service standards adopted by the Member; - authority to set and enforce policies for physician compensation including commercial reasonableness and fair market value; - authority to adopt rules and regulations for the management of the filing organization as deemed proper; - appointment of an individual proposed by AdventHealth to hold the office of President of the filing organization and the termination of such appointment; and - the compensation of such individual holding the office of President. The following reserved powers are retained by the Member subject to approval by The University of Chicago Medical Center: - the annual operating and capital budgets of the filing organization, all unbudgeted expenditures in excess of $1 million dollars and the financial statements of the filing organization; - the incurrence of any contractual obligation is excess of $1 million dollars; - the strategic and operating plans of the filing organization; - the selection, removal, or modification of the authority and responsibilities of accountants and auditors; - borrowings and capital leases of more than $1 million dollars; - the approval or amendment of managed care pricing, pricing strategies, and contracting parameters; and - the confession of a judgment or settlement of a claim that would exceed insurance limits. The following reserved powers are retained by the Member subject to the approval by Adventist Health System/Sunbelt, Inc: - changes to religious affiliation and any changes in operation policies, plans, and procedures related to such religious affiliation of any facility owned by the filing organization; - termination of the individual holding the office of President if termination is related to that person's membership status in the Seventh-day Adventist Church; and - changes to the mission, vision, or values of the filing organization. The following reserved powers are retained by the Member subject to the approval of both The University of Chicago Medical Center and Adventist Health System/Sunbelt, Inc.: - amendments to the Articles of Incorporation or Bylaws - the formation of any subsidiary of the filing organization; - entering into any affiliation agreement or joint venture agreement; - the addition of new members of the filing organization; - the appointment and removal of any member of the Board of Directors; - distributions of cash and other property to the Member or otherwise; - the adoption and amendment of the quality and/or risk management plans of the filing organization; - the selection of the accrediting body of the filing organization; - the transfer of any property of the filing organization in excess of $1 million dollars; - any sale, lease, transfer, merger or consolidation of the filing organization; - the dissolution of the filing organization; - the filing of any voluntary petition in bankruptcy; - requiring any additional capital contributions from the Member; and - the appointment or removal of the Chair of the Board of Directors and any of the other Board officers. Form 990, Part VI, Section B, line 11b The filing organization's current year Form 990 was reviewed by the President and the Region CFO prior to its filing with the IRS. The review conducted by the President and the Region CFO did not include the review of any supporting workpapers that were used in preparation of the current year Form 990, but did include a review of the entire Form 990 and all supporting schedules. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy of the filing organization applies to members of its Board of Directors and its principal officers (to be known as Interested Persons). In connection with any actual or possible conflicts of interest, any member of the Board of Directors of the filing organization or any principal officer of the filing organization (i.e. Interested Persons) must disclose the existence of any financial interest with the filing organization and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Directors of the filing organization or to any members of a committee with board delegated powers that is considering the proposed transaction or arrangement. Subsequent to any disclosure of any financial interest/arrangement and all material facts, and after any discussion with the relevant Board member or principal officer, the remaining members of the Board of Directors or committee with board delegated powers shall discuss, analyze, and vote upon the potential financial interest/arrangement to determine if a conflict of interest exists. According to the filing organization's Conflict of Interest Policy, an Interested Person may make a presentation to the Board of Directors (or committee with board delegated powers), but after such presentation, shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in a conflict of interest. Each Interested Person, as defined under the filing organization's Conflict of Interest Policy, shall annually sign a statement which affirms that such person has received a copy of the Conflict of Interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the filing organization is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. The filing organization's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that the filing organization operates in a manner consistent with its charitable purposes. Form 990, Part VI, Section B, line 15 The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), an unrelated entity per the Master Management Agreement as disclosed in our response to Form 990, Part III, Line 1. Please see the discussion concerning the process followed by AHSSHC in determining executive compensation in our response to Schedule J, Line 3. Form 990, Part VI, Section C, line 19 The financial statements of the filing organization, its governing documents and conflict of interest policy are not generally made available to the public as a whole. Form 990, Part VII, Section A, Line 5 The executives shown with compensation on Part VII and Schedule J, Part II, were compensated by AHSSHC, an unrelated organization, during the Fiscal Year Ending June 30, 2025, for services provided to the filing organization. Please see our response to Form 990, Schedule J, Part I, Line 1a for a discussion concerning the provision of executive management personnel by AHSSHC as manager to the filing organization. Form 990, Part IX, line 11g Payments to Healthcare Professional: Program service expenses 8,176,644. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,176,644. Professional Fees: Program service expenses 1,228,272. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,228,272. Purchased Medical Services: Program service expenses 8,245. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,245. Environmental Services: Program service expenses 643,564. Management and general expenses 0. Fundraising expenses 0. Total expenses 643,564. Transcription Services: Program service expenses 56,480. Management and general expenses 0. Fundraising expenses 0. Total expenses 56,480. Recruiting: Program service expenses 49,240. Management and general expenses 0. Fundraising expenses 0. Total expenses 49,240. Leased Personnel Costs: Program service expenses 24,850,804. Management and general expenses 287,147. Fundraising expenses 0. Total expenses 25,137,951. Miscellaneous Purchased Services: Program service expenses 844,224. Management and general expenses 0. Fundraising expenses 0. Total expenses 844,224. AH Management Fees: Program service expenses 0. Management and general expenses 1,359,278. Fundraising expenses 0. Total expenses 1,359,278. Billing & Collection Services: Program service expenses 0. Management and general expenses 14,428. Fundraising expenses 0. Total expenses 14,428. AH Shared Services Fees: Program service expenses 0. Management and general expenses 1,050,677. Fundraising expenses 0. Total expenses 1,050,677. Form 990, Part XII: For GAAP reporting, the affiliation agreement between UCMC and Adventist Midwest Health and its parent organizations, Adventist Health System Sunbelt Healthcare Corporation and Adventist Health System/Sunbelt, Inc., was accounted for as a deconsolidation under Accounting Standards Codification (ASC) 810. Please note that the attached consolidated financial statements for The University of Chicago Medical Center (UCMC) reflect UCMC's controlling interest in the net assets and operations of the filing organization. The consolidated financial statements of Adventist Health System Sunbelt Healthcare Corporation and its subsidiary organizations include its 49% interest in the filing organization to account for its 49% retained noncontrolling interest in the filing organization under the equity method of accounting. The approximate net assets included in the June 30, 2025 fund balance as shown in Part XI, line 10 associated with the 49% noncontrolling interest is $(245,237,881). ADVENTIST BOLINGBROOK HOSPITAL 500 REMINGTON BLVD BOLINGBROOK IL 60440 651219504 HOSPITAL IL 501(c)(3) Public Cha Line 3 ADVENTIST MIDWEST HEALTH 1 ADVENTIST GLENOAKS HOSPITAL 701 WINTHROP AVE GLENDALE HEIGHTS IL 60139 363208390 HOSPITAL IL 501(c)(3) Public Cha Line 3 ADVENTIST MIDWEST HEALTH 1 ADVENTIST HEALTH PARTNERS INC 5101 S WILLOW SPRINGS RD LA GRANGE IL 60525 364138353 PHYSICIAN PRACTICES IL 501(c)(3) Public Cha Line 3 ADVENTIST MIDWEST HEALTH 1 ADVENTIST MIDWEST HEALTH 120 N OAK STREET HINSDALE IL 60521 362276984 2 HOSPITALS IL 501(c)(3) Public Cha Line 3 N/A 0 AHP SPECIALTY CARE NFP 5101 S WILLOW SPRINGS RD LA GRANGE IL 60525 811105774 PHYSICIAN PRACTICES IL 501(c)(3) Public Cha Line 3 ADVENTIST MIDWEST HEALTH 1 AHS MIDWEST MANAGEMENT INC 500 REMINGTON BLVD BOLINGBROOK IL 60440 363354567 EMPLOYEE LEASING IL 501(c)(3) Public Cha Line 12c, III-FI N/A 0 HINSDALE HOSPITAL FOUNDATION 7 SALT CREEK LN HINSDALE IL 60521 521466387 FUND-RAISING FOR TAX-EXEMPT HOSPITAL IL 501(c)(3) Public Cha Line 7 MIDWEST HEALTH FOUNDATION 0 MIDWEST HEALTH FOUNDATION 120 N OAK STREET HINSDALE IL 60521 352230515 FUND-RAISING FOR TAX-EXEMPT HOSPITAL IL 501(c)(3) Public Cha Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 Adventist Midwest Health K 352385 Cost AHP Specialty Care NFP M 5524360 Cost Adventist Midwest Health P 55627427 Cost AHS Midwest Management Inc P 25137951 Cost Adventist Bolingbrook Hospital P 24428154 Cost Adventist GlenOaks Hospital P 7216028 Cost Adventist Midwest Health Q 54432953 Cost Adventist Bolingbrook Hospital Q 24465559 Cost AHP Specialty Care NFP Q 11124590 Cost Adventist GlenOaks Hospital Q 7207369 Cost Schedule R, Part VII: Effective January 1, 2023, The University of Chicago Medical Center (UCMC) and Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) and its wholly-owned subsidiary, Adventist Health System/Sunbelt, Inc. (AHSSI), entered into an Affiliation Agreement (the Affiliation) whereby AHSSI sold 51% of its membership interest in Adventist Midwest Health (AMH) to UCMC. UCMC, AHSSHC, AHSSI, and AMH are all recognized as tax-exempt organizations under Internal Revenue Code Section 501(c)(3). AHSSHC, AHSSI, and AMH are part of the healthcare system known as AdventHealth (AH). The affiliation between UCMC and AH combines the expertise and resources of both organizations. Although neither UCMC or AH have control over the filing organization as defined for purposes of Schedule R, the affiliation between these two healthcare systems is significant and will build upon the complementary strengths of the two organizations.