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UCHICAGO MEDICINE NORTHWEST INDIANA INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UCHICAGO MEDICINE NORTHWEST INDIANA INC (EIN 92-2355855)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202641349349304534
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T10:34:27+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST RANDOLPH STREET SUITE 5500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606016436ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN922355855EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UChicago Medicine Northwest Indiana IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUCHIBusinessNameControlTxt
Phone7737021998PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110855 VIRGINIA STREETAddressLine1Txt
CityCROWN POINTCityNm
State AbbreviationINStateAbbreviationCd
ZIP463070210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIVAN SAMSTEINPersonNm
Person TitleEVP AND CHIEF FINANCIAL OFFICERPersonTitleTxt
Phone7737021000PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZELJKO POPOVICPreparerPersonNm
PTINP01795951PTIN
Phone3126651000PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JACKIEWICZBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15841 SOUTH MARYLAND AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$31,800,828GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressUCHICAGOMEDICINE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2022FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionUChicago Medicine Northwest Indiana, Inc. IS A NONPROFIT MICRO HOSPITAL ORGANIZED FOR THE PURPOSE OF PROVIDING ADVANCED MULTISPECIALITY PATIENT CARE TO PATIENTS IN NORTHWEST INDIANA.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee266TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,705,577PYProgramServiceRevenueAmt
CY Program Service Revenue$31,761,527CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$39,301CYOtherRevenueAmt
PY Total Revenue$1,705,577PYTotalRevenueAmt
CY Total Revenue$31,800,828CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,901,102PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,214,092CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,054,761PYOtherExpensesAmt
CY Other Expenses$31,040,132CYOtherExpensesAmt
PY Total Expenses$9,955,863PYTotalExpensesAmt
CY Total Expenses$46,254,224CYTotalExpensesAmt
PY Revenues Less Expenses-$8,250,286PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,453,396CYRevenuesLessExpensesAmt
Total Assets BOY$2,047,343TotalAssetsBOYAmt
Total Assets EOY$81,821,846TotalAssetsEOYAmt
Total Liabilities BOY$10,297,629TotalLiabilitiesBOYAmt
Total Liabilities EOY$104,525,528TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$8,250,286NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$22,703,682NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUChicago Medicine Northwest Indiana IS A NONPROFIT MICRO HOSPITAL ORGANIZED FOR THE PURPOSE OF PROVIDING ADVANCED MULTISPECIALITY PATIENT CARE TO PATIENTS IN NORTHWEST INDIANA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$21,842,216ExpenseAmt
Revenue$2,140,156RevenueAmt
DescMULTISPECIALTY CARE: UChicago Medicine Northwest Indiana OPENED its two-story, 130,000-square-foot multispecialty care center in Northwest Indiana to patients on April 29, 2024. UChicago Medicine Northwest Indiana offers a range of adult and pediatric specialty services that include: - Infusion therapy, radiation and medical and surgical oncology for cancer patients - MRI, CT, PET, X-ray and ultrasound imaging capabilities, and a breast imaging center - An ambulatory surgery center (ASC) - Laboratory services - Access to the next generation of advanced treatments through UChicago Medicine clinical trials - An eight-bed emergency department and eight-bed inpatient unit (CONTINUED ON SCHEDULE O)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,317,615ExpenseAmt
Revenue$8,271,586RevenueAmt
DescEMERGENCY MEDICINE: World-renowned UChicago Medicine emergency medicine experts bring the forefront of care to Northwestern Indiana. With our emergency department at UCHICAGO MEDICINE NORTHWEST INDIANA, we offer our patients access to board-certified, fellowship-trained emergency medicine physicians and highly skilled support staff with immediate, 24/7 medical care closer to home. Common conditions treated include abdominal pain, back pain, bleeding, broken bones, chest pain, complications from chronic conditions, such as asthma, COPD, diabetes, dizziness, fainting, seizures, severe high fever, skin infections, and upper respiratory infections. At UChicago Medicine Northwest Indiana, patients will find cutting-edge imaging tools, experienced radiologists and emergency medicine doctors skilled at reading those images. There is in-house imaging, including CT, X-ray, PET, MRI, ultrasound capabilities, and in-house lab services. This helps reduce delays in results and treatment. (CONTINUED ON SCHEDULE O)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$8,006,251ExpenseAmt
Revenue$2,431,425RevenueAmt
DescAMBULATORY SURGERY CENTER: UChicago Medicine Northwest Indiana PROVIDES AN AMBULATORY SURGERY CENTER FOR OUTPATIENT SURGERIES, INCLUDING MINIMALLY INVASIVE GYNECOLOGIC SURGERY, PLASTIC AND RECONSTRUCTIVE SURGERY, THORACIC SURGERY, UROGYNECOLOGY AND RECONSTRUCTIVE PELVIC SURGERY, VASCULAR SURGERY, PEDIATRIC ORTHOPAEDIC SURGERY, AND PEDIATRIC PLASTIC & RECONSTRUCTIVE SURGERY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,460,394ExpenseAmt
Revenue$18,918,611RevenueAmt
DescOTHER PROGRAM SERVICES RELATED TO THE PROVISION OF HEALTHCARE INCLUDE RADIOLOGY, LABORATORY SERVICES, PEDIATRICS, OBSTETRICS AND GYNECOLOGY, PHARMACY SERVICES, HEART AND VASCULAR AND NEUROPHYSIOLOGY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,460,394TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$18,918,611TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$44,626,476TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee266EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP KAUFMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7738342065PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 HARVESTER DRIVE SUITE 300AddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KRISTA CURELL
BOARD CHAIR & PRESIDENT10.050.0Yes (X)Yes (X)$0$1,694,500$237,452
LAUREN HULL
BOARD MEMBER & COO40.00.0Yes (X)Yes (X)$0$354,837$55,533
PHILLIP KAUFMAN
BOARD MEMBER & CFO/TREASURER - NWI5.045.0Yes (X)Yes (X)$0$588,578$96,218
AMY ROSS
BOARD MEMBER1.042.0Yes (X)$0$1,176,534$189,822
BLASE POLITE MD
BOARD MEMBER EX OFFICIO/PRESIDENT OF THE MEDICAL STAFF1.040.0Yes (X)$0$480,943$55,243
EVERETT VOKES MD
BOARD MEMBER1.040.0Yes (X)$0$1,076,414$56,505
JOHN CUNNINGHAM MD
BOARD MEMBER1.040.0Yes (X)$0$617,425$61,063
JUDY DAVIDSON
BOARD MEMBER (EFF. 11/1/24)40.00Yes (X)$184,486$0$12,561
NISHANT AGRAWAL MD
BOARD MEMBER1.040.0Yes (X)$0$745,227$70,423
SARAH KUNDRAT
BOARD MEMBER1.040.0Yes (X)$0$261,598$18,998
IVAN SAMSTEIN
CHIEF FINANCIAL OFFICER (THRU 12/31/24)1.058.0Yes (X)$0$1,795,872$252,606
JENNIFER HILL
SECRETARY1.042.0Yes (X)$0$296,819$64,867
ALBERTO JIMENEZ
IMAGING MANAGER40.00.0$135,309$2,823$34,728Yes (X)
LAURA HELGE-SMITH
RN MANAGER-ONCOLOGY40.00$134,121$0$25,170Yes (X)
MICHELLE KRSTESKI
PHARMACIST40.00$149,947$0$32,845Yes (X)
SHANNON EAGEN
NURSE MANAGER IP/ED40.00$122,284$0$0Yes (X)
TANAYA BARNES
PHARMACY MANAGER40.00$151,438$0$34,427Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$877,585TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,091,570TotReportableCompRltdOrgAmt
Total Other Compensation$1,298,461TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE UNIVERSITY OF CHICAGO
6054 S Drexel Ave Suite 342ChicagoIL60637Physician Services$1,239,159
WEATHERBY LOCUMS INC
15300 Weston PkwyCaryNC27513Locum Tenens Staffing$1,079,534
Porter County Anesthesia Associates
85 E US Highway 6ValporaisoIN46383Anesthesia Services$916,355
BEE LINE SUPPORT INC
1826 S Clinton StChicagoIL60616Janitorial Services$602,169
COVIDER HEALTH
9351 LAKE CONROE DRCONROETX77304Healthcare Consulting Services$344,939
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE622110$31,695,095$31,695,095
CAPITATION REVENUE900099$66,432$66,432

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$31,761,527TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$39,050RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$39,050RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,050TotalRevenueColumnAmt
Exclusion$39,050ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$251TotalRevenueColumnAmt
Related Or Exempt Func Income$251RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$251OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,800,828TotalRevenueColumnAmt
Related Or Exempt Func Income$31,761,778RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$39,050ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$195,708TotalAmt
Program Services$97,854ProgramServicesAmt
Management And General$97,854ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,999,253TotalAmt
Program Services$11,925,404ProgramServicesAmt
Management And General$73,849ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$160,534TotalAmt
Program Services$152,966ProgramServicesAmt
Management And General$7,568ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,784,874TotalAmt
Program Services$1,677,260ProgramServicesAmt
Management And General$107,614ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,073,723TotalAmt
Program Services$987,825ProgramServicesAmt
Management And General$85,898ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$136,027TotalAmt
Management And General$136,027ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,756,011TotalAmt
Program Services$14,635,610ProgramServicesAmt
Management And General$120,401ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$132,971TotalAmt
Management And General$132,971ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$155,637TotalAmt
Program Services$112,313ProgramServicesAmt
Management And General$43,324ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,067TotalAmt
Program Services$1,067ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,213,543TotalAmt
Program Services$491,933ProgramServicesAmt
Management And General$721,610ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,150TotalAmt
Program Services$9,264ProgramServicesAmt
Management And General$1,886ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,905TotalAmt
Program Services$1,905ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,572,119TotalAmt
Program Services$2,572,119ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,262,004TotalAmt
Program Services$6,262,004ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$302,030TotalAmt
Program Services$302,030ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DRUGS AND MEDICAL SUPPLIES$4,511,216$4,511,216
EQUIPMENT RENT & MAINT$348,370$255,552$92,818
MEDICAID PROVIDER TAX$258,086$258,086
IMPLANTS$246,911$246,911

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$131,085TotalAmt
Program Services$125,157ProgramServicesAmt
Management And General$5,928ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,254,224TotalAmt
Program Services$44,626,476ProgramServicesAmt
Management And General$1,627,748ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,379,343BOYAmt
EOY$6,347,378EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$668,000BOYAmt
EOY$3,277,110EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$50,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,687,035LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,098,147LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,588,888EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$59,558,470EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,047,343BOYAmt
EOY$81,821,846EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,149,072BOYAmt
EOY$3,314,865EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,148,557BOYAmt
EOY$101,210,663EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,297,629BOYAmt
EOY$104,525,528EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$8,250,286BOYAmt
EOY-$22,703,682EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$8,250,286BOYAmt
EOY-$22,703,682EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,047,343BOYAmt
EOY$81,821,846EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$14,453,396ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$142,700DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$827OtherActivitiesAmt
Total Lobbying Expenditures$143,527TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1g DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYTHE VICE PRESIDENT OF GOVERNMENT AFFAIRS FOR UNIVERSITY OF CHICAGO MEDICINE HAS CONTACT WITH LEGISLATORS AND GOVERNMENT OFFICIALS ON BEHALF OF UChicago Medicine Northwest Indiana, Inc. TOPICS INCLUDE Medicaid funding and hospital outpatient department funding.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYTHE HOSPITAL PAYS DUES TO THE INDIANA HOSPITAL ASSOCIATION. A PORTION OF THESE DUES ARE USED TO SUPPORT LOBBYING BY THE ASSOCIATION FOCUSED ON ADVOCACY AND REPRESENTATION.

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,687,035OtherCostOrOtherBasisAmt
Depreciation$2,098,147DepreciationAmt
Book Value$12,588,888BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,588,888TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT OF USE ASSETS$58,294,000
DUE FROM AFFILIATES$1,264,470
FieldValueIRS element (for citing)
Total Book Value Other Assets$59,558,470TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Federal Income Taxes
DUE TO AFFILIATES$41,204,584
CAPITAL LEASE$59,782,493
3RD PARTY PAYOR SETTLEMENTS$223,586
FieldValueIRS element (for citing)
Total Liability$101,210,663TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationUChicago Medicine Northwest Indiana APPLIES ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S CONSOLIDATED 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, 2025 AND 2024, UChicago Medicine Northwest Indiana DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other600DiscountedCareOtherPct

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$175,062TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$175,062NetCommunityBenefitExpnsAmt
Total Expense0.00378TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,917,348TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,439,601DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,477,747NetCommunityBenefitExpnsAmt
Total Expense0.05357TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$4,092,410TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,439,601DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,652,809NetCommunityBenefitExpnsAmt
Total Expense0.05735TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$28,479TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$28,479NetCommunityBenefitExpnsAmt
Total Expense0.00062TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,537TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$7,537NetCommunityBenefitExpnsAmt
Total Expense0.00016TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$110,653TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$110,653NetCommunityBenefitExpnsAmt
Total Expense0.00239TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$146,669TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$146,669NetCommunityBenefitExpnsAmt
Total Expense0.00317TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$4,239,079TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,439,601DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,799,478NetCommunityBenefitExpnsAmt
Total Expense0.06052TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,523TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$6,523NetCommunityBenefitExpnsAmt
Total Expense0.00014TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$6,523TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,523NetCommunityBenefitExpnsAmt
Total Expense0.00014TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$853,408BadDebtExpenseAmt
Reimbursed By Medicare$2,239,960ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$5,300,656CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$3,060,696MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Org Profit Or Ownership0OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership0OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership0PhysiciansProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UCHICAGO MEDICINE NORTHWEST INDIANABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110855 Virginia StAddressLine1Txt
CityCrown PointCityNm
State AbbreviationINStateAbbreviationCd
ZIP46307ZIPCd
FieldValueIRS element (for citing)
Website Addresshttps://tinyurl.com/UCM-NWIWebsiteAddressTxt
State License24-015691-1StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
Emergency Room OtherYes (X)EmergencyRoomOtherInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1UCHICAGO MEDICINE NORTHWEST INDIANABusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYYes (true)FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYYes (true)TaxExemptHospitalCYOrPYInd
CHNA ConductedfalseCHNAConductedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care600.0FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Other MethodYes (X)OtherMethodInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLhttps://tinyurl.com/NWI-FAPFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLhttps://tinyurl.com/NWI-APPFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLhttps://tinyurl.com/NWI-PLAINFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Other Actions TakenYes (X)OtherActionsTakenInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 2NWI is a new hospital facility that began operating on 4/29/24 and does not have to complete its CHNA until 6/30/26 pursuant to the federal regulation section 1.501(r)-3(d)(3).
Schedule H, Part V, Section B, Line 13 Facility , 1Facility , 1 - UCHICAGO MEDICINE NORTHWEST INDIANA. THE MEDICAL INDIGENCY DISCOUNT APPLIES TO ALL PATIENTS REGARDLESS OF THE RELATIONSHIP BETWEEN THEIR INCOME AND THE POVERTY GUIDELINES. IN A 12 MONTH PERIOD FOR MEDICALLY NECESSARY HEALTH CARE SERVICES PROVIDED BY NWI TO A PATIENT, THE PATIENT IS NOT RESPONSIBLE TO PAY FOR MORE THAN THAT AMOUNT OF BILLED CHARGES IN EXCESS OF 20% OF THE PATIENT'S FAMILY INCOME.
Schedule H, Part V, Section B, Line 15 Facility , 1Facility , 1 - UChicago Medicine Northwest Indiana. NWI RESPONDS TO THESE QUESTIONS BASED UPON ITS PUBLICATION OF THE FINANCIAL ASSISTANCE INFORMATION, NOT THE WRITTEN HOSPITAL ADMINISTRATIVE POLICY. FOR EXAMPLE, NWI'S BILL CONTAINS A STATEMENT THAT DIRECTS THE PATIENT TO CALL A TELEPHONE NUMBER TO SEEK ASSISTANCE.
Schedule H, Part V, Section B, Line 20 Facility , 1Facility , 1 - UChicago Medicine Northwest Indiana. NWI SENDS A BILL TO THE PATIENT GUARANTOR NORMALLY AT LEAST FOUR TIMES, PERFORMS A CREDIT CHECK TO DETERMINE PRESUMPTIVE ELIGIBILITY UNDER ITS FINANCIAL ASSISTANCE POLICY, AND THEN MAY REFER THE ACCOUNT TO A COLLECTION AGENCY AFTER THE EXPIRATION OF 125 DAYS FOLLOWING INITIAL POST DISCHARGE BILLING AFTER COMPLETING A CHECK WITH AN OUTSIDE CONTRACTED VENDOR THAT EVALUATES WHETHER OR NOT THE PATIENT FALLS WITHIN THE UCMC FINANCIAL ASSISTANCE LIMITS. IN ADDITION, AFTER A REVIEW OF THE PATIENT'S INFORMATION, THE HOSPITAL MAY CONTACT THE PATIENT DIRECTLY TO DETERMINE IF THE PATIENT MIGHT QUALIFY FOR MEDICAID, AND OFFERS ACCESS TO A SERVICE TO ASSIST WITH THE APPLICATION PROCESS, OR MAY ON OCCASION GRANT FINANCIAL ASSISTANCE IN DISTRESSED CIRCUMSTANCES. IN ADDITION, PATIENTS WHOSE UCM NORTHWEST BILL FOR ONE YEAR TOTALS 20 PERCENT OR MORE OF THEIR ANNUAL ADJUSTED GROSS INCOME WILL NOT HAVE TO PAY MORE THAN 20 PERCENT OF THEIR INCOME FOR ALL OF THOSE BILLS.
Schedule H, Part V, Section B, Line 23 Facility , 1Facility , 1 - UChicago Medicine Northwest Indiana. NWI CHARGES CONSISTENTLY. IF A PATIENT QUALIFIES UNDER THE FINANCIAL ASSISTANCE POLICY, THE DISCOUNT APPLIES TO THE AMOUNT BILLED.
FieldValueIRS element (for citing)
Facility0FacilityNum

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part III, Line 5 CHARGES NOT INCLUDED ON MEDICARE COST REPORTTHE FOLLOWING AMOUNTS REPRESENT REVENUE AND EXPENSES FROM PROFESSIONAL FEES, LABS, AND OTHER MEDICARE CHARGES NOT INCLUDED IN NWI'S MEDICARE COST REPORT FOR THE YEAR: REVENUE RECEIVED FROM MEDICARE $4,759,983 ALLOWABLE COSTS RELATING TO ABOVE PAYMENTS ($10,633,596) SHORTFALL ($5,873,613)
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsPAYMENT RATES FOR MEDICARE GENERALLY ARE SET BY LAW, RATHER THAN THROUGH A NEGOTIATION PROCESS AS WITH PRIVATE INSURERS. THESE PAYMENT RATES ARE CURRENTLY SET BELOW NWI'S COSTS OF PROVIDING THE CARE, WHICH NWI ACCEPTS AS A VOLUNTARY PARTICIPANT IN THE MEDICARE PROGRAM. NWI TAKES SERIOUSLY ITS COMMITMENT TO PROVIDE CRITICAL PROGRAMS AND SERVICES THAT INCREASE ACCESS TO HEALTHCARE, IMPROVE THE HEALTH OF ITS COMMUNITY, HELP RELIEVE THE BURDENS OF GOVERNMENT WITH RESPECT TO THE PROVISION AND PAYMENT OF HEALTHCARE, AND ATTEND TO ADULT AND PEDIATRIC DISABLED PATIENTS AS WELL AS THE ELDERLY MEDICARE POPULATION, OFTEN THE MORE VULNERABLE MEMBERS OF OUR COMMUNITY. THIS SAME RATIONALE APPLIES TO MEDICAID RECIPIENTS, TOO POOR TO COVER THEIR OWN HEALTH CARE EXPENSES.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceNWI PROVIDES DISCOUNTS FOR A PATIENT WHO QUALIFIES FOR TWELVE (12) MONTHS AFTER HE/SHE QUALIFIES. IN ADDITION, NWI COORDINATES ITS DISCOUNTS WITH UNIVERSITY OF CHICAGO PROVIDER GROUP (UCPG) FOR THE PHYSICIAN BILLING, WHICH IS THROUGH THE UNIVERSITY OF CHICAGO. IN A 12 MONTH PERIOD FOR MEDICALLY NECESSARY HEALTH CARE SERVICES PROVIDED BY NWI TO AN UNINSURED OR UNDERINSURED PATIENT, THE PATIENT IS NOT RESPONSIBLE TO PAY FOR MORE THAN THAT AMOUNT OF BILLED CHARGES IN EXCESS OF 20% OF THE PATIENT'S FAMILY INCOME. THIS "MEDICAL INDIGENCY DISCOUNT" IS SUBJECT TO THE PATIENT'S CONTINUED ELIGIBILITY DURING THE APPLICABLE TIME PERIOD. THE 12 MONTH PERIOD TO WHICH THE MAXIMUM AMOUNT APPLIES SHALL BEGIN ON THE FIRST DATE THE PATIENT RECEIVES MEDICALLY NECESSARY HEALTH CARE SERVICES THAT ARE DETERMINED TO BE ELIGIBLE FOR THE MEDICAL INDIGENCY DISCOUNT AT NWI. IN ORDER FOR NWI TO DETERMINE THE 12 MONTH MAXIMUM AMOUNT THAT CAN BE COLLECTED FROM A PATIENT DEEMED ELIGIBLE, THE PATIENT MUST INFORM NWI IN SUBSEQUENT INPATIENT ADMISSIONS OR OUTPATIENT ENCOUNTERS THAT THE PATIENT HAS PREVIOUSLY BEEN DETERMINED TO BE ENTITLED TO THE MEDICAL INDIGENCY DISCOUNT. SOME PATIENTS ARE NOT RESPONSIVE IN PROVIDING INFORMATION TO APPLY FOR CHARITY CARE, AT WHICH POINT NWI MAY LEARN OF THEIR QUALIFICATIONS AFTER THE BILL IS SENT TO COLLECTIONS. IF A PATIENT/GUARANTOR HAS BEEN APPROVED BY NWI FOR CHARITY CARE AND THE ACCOUNT HAS ALREADY BEEN SENT TO AN OUTSIDE COLLECTION AGENCY, NWI WILL NOTIFY THE AGENCY OF THE APPROVAL. IF THE APPROVAL WAS FOR 100% DISCOUNT, THE AGENCY WILL BE ADVISED TO CLOSE THE ACCOUNT AS CHARITY CARE AND NWI STAFF WILL PROCESS AN AGENCY CODE CHANGE IN THE NWI SYSTEM. IF THE CHARITY CARE ADJUSTMENT IS NOT 100%, THE AGENCY IS NOTIFIED OF THE APPROVED DISCOUNT AND ADVISED TO ADJUST THE BALANCE SHOWN AS DUE BY THE APPROVED DISCOUNT AMOUNT. NWI STAFF WILL CONCURRENTLY AMEND THE BALANCES DUE IN THE BAD DEBT SYSTEM BY THE APPROVED DISCOUNT AMOUNT.
Schedule H, Part V, Section B, Line 16a FAP website- UCHICAGO MEDICINE NORTHWEST INDIANA: Line 16a URL: https://tinyurl.com/NWI-FAP;
Schedule H, Part V, Section B, Line 16b FAP Application website- UCHICAGO MEDICINE NORTHWEST INDIANA: Line 16b URL: https://tinyurl.com/NWI-APP;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website- UCHICAGO MEDICINE NORTHWEST INDIANA: Line 16c URL: https://tinyurl.com/NWI-PLAIN;
Schedule H, Part VI, Line 2 Needs assessmentNWI IS A NEW HOSPITAL FACILITY THAT BEGAN OPERATING ON 4/29/24 AND DOES NOT HAVE TO COMPLETE ITS CHNA UNTIL 6/30/26 PURSUANT TO THE FEDERAL REGULATION SECTION 1.501(R)-3(D)(3). IN PREPARATION OF NWI'S INITIAL CHNA, THE HOSPITAL DEFINED ITS COMMUNITY BENEFIT PRIMARY SERVICE AREA (PSA) FOR THE 6/30/2026 CHNA. THE PSA WAS DETERMINED BY REVIEWING DATA OF PATIENT VISITS TO ALL UCHICAGO MEDICINE LOCATIONS BY CITIES AND TOWNS, THE PROXIMITY OF MOST PATIENT VISITS TO THE NEW HOSPITAL, REVIEWING DATA OF CITIES AND TOWNS HISTORICALLY UNDER-RESOURCED, AND THE COMMUNITY BENEFIT SERVICE AREA COVERAGE OF NEIGHBORING HOSPITALS. THE HOSPITAL ALSO IDENTIFIED THE VENDOR PARTNER WITH WHOM IT WILL WORK TO DEVELOP THE HOSPITAL'S FIRST CHNA.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceNWI is a new hospital facility that began operating on 4/29/24 and does not have to complete its CHNA until 6/30/26 pursuant to the federal regulation section 1.501(r)-3(d)(3).
Schedule H, Part VI, Line 4 Community informationNWI is a new hospital facility that began operating on 4/29/24 and does not have to complete its CHNA until 6/30/26 pursuant to the federal regulation section 1.501(r)-3(d)(3).
Schedule H, Part VI, Line 5 Promotion of community healthNWI IS A NEW HOSPITAL FACILITY THAT BEGAN OPERATING ON 4/29/24 AND DOES NOT HAVE TO COMPLETE ITS CHNA UNTIL 6/30/26 PURSUANT TO THE FEDERAL REGULATION SECTION 1.501(R)-3(D)(3). THE HOSPITAL STAFF HAS ENGAGED WITH THE COMMUNITY IN THE DEVELOPMENT OF ITS FIRST CHNA. THESE RELATIONSHIPS WITH COMMUNITY PARTNERS WILL CONTRIBUTE TO THE CHNA PROCESS AND HELP IDENTIFY OPPORTUNITIES TO PROMOTE COMMUNITY HEALTH PROGRAMMING ONCE THE CHNA AND THE COMMUNITY HEALTH IMPROVEMENT PLAN IS COMPLETED IN 2026.
Schedule H, Part VI, Line 6 Affiliated health care systemThe University of Chicago Medical Center and its affiliates (the System) are an integrated nonprofit healthcare organization, collaborating with the University of Chicago Biological Sciences Division, the University of Chicago Pritzker School of Medicine, and the University of Chicago Physicians Group to provide world-class medical care in an academic setting. Included within the System are one academic medical center, University of Chicago Medical Center, two community hospitals, Ingalls Memorial Hospital and UChicago Medicine Northwest Indiana, Inc., an affiliation agreement with AdventHealth Great Lakes Region, and a community medical group and other subsidiaries that cooperate in providing health care services to their respective primary service areas in the City of Chicago, South Suburban Cook County, Southwest and Western suburbs of Chicago, and Northwest Indiana.
Schedule H, Part VI, Line 7 State filing of community benefit reportIN

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KRISTA CURELL
BOARD CHAIR & PRESIDENT$0$1,066,230$0$468,633$0$159,637$0$209,362$0$28,090$0$1,931,952$0$140,114
LAUREN HULL
BOARD MEMBER & COO$0$260,806$0$85,544$0$8,487$0$43,453$0$12,080$0$410,370$0$0
PHILLIP KAUFMAN
BOARD MEMBER & CFO/TREASURER - NWI$0$415,620$0$163,642$0$9,316$0$69,935$0$26,283$0$684,796$0$0
NISHANT AGRAWAL MD
BOARD MEMBER$0$559,974$0$185,253$0$0$0$27,600$0$42,823$0$815,650$0$0
JOHN CUNNINGHAM MD
BOARD MEMBER$0$573,425$0$44,000$0$0$0$27,600$0$33,463$0$678,488$0$0
JUDY DAVIDSON
BOARD MEMBER (EFF. 11/1/24)$167,475$0$15,673$0$1,338$0$12,561$0$0$0$197,047$0$0$0
SARAH KUNDRAT
BOARD MEMBER$0$230,089$0$30,187$0$1,322$0$17,378$0$1,620$0$280,596$0$0
BLASE POLITE MD
BOARD MEMBER EX OFFICIO/PRESIDENT OF THE MEDICAL STAFF$0$473,954$0$6,989$0$0$0$27,600$0$27,643$0$536,186$0$0
AMY ROSS
BOARD MEMBER$0$825,986$0$340,221$0$10,327$0$162,941$0$26,881$0$1,366,356$0$0
EVERETT VOKES MD
BOARD MEMBER$0$886,069$0$190,345$0$0$0$27,600$0$28,905$0$1,132,919$0$0
JENNIFER HILL
SECRETARY$0$258,747$0$35,584$0$2,488$0$20,639$0$44,228$0$361,686$0$0
IVAN SAMSTEIN
CHIEF FINANCIAL OFFICER (THRU 12/31/24)$0$947,364$0$833,378$0$15,130$0$214,114$0$38,492$0$2,048,478$0$0
TANAYA BARNES
PHARMACY MANAGER$151,334$0$0$0$104$0$11,844$0$22,583$0$185,865$0$0$0
LAURA HELGE-SMITH
RN MANAGER-ONCOLOGY$100,173$0$33,785$0$163$0$0$0$25,170$0$159,291$0$0$0
ALBERTO JIMENEZ
IMAGING MANAGER$133,912$0$0$0$1,397$2,823$10,541$212$23,354$621$169,204$3,656$0$0
MICHELLE KRSTESKI
PHARMACIST$149,843$0$0$0$104$0$11,844$0$21,001$0$182,792$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCERTAIN 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 2025 FOR CALENDAR YEAR 2024: KRISTA CURELL LAUREN HULL PHILLIP KAUFMAN AMY ROSS 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 2024 W-2S): KRISTA CURELL - $140,114
Schedule J, Part I, Line 7 Non-fixed paymentsTwo persons listed in Part VII, Section A, received non-fixed non-recurring payments during calendar year 2024. These non-fixed payments are related to performance bonuses.
Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNTDISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY, SERVING UCHICAGO MEDICINE NORTHWEST INDIANA 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).
Schedule J, Part I, Line 3COMPENSATION OF THE PRESIDENT OF UChicago Medicine Northwest Indiana IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCMC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION STUDIES/SURVEY, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCMC 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 IITAXABLE 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 2024 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD ANNUALLY REVIEWS THESE BENEFITS IN COMPARISON TO MARKET DATA AND HAS CONCLUDED THAT THESE BENEFITS AND ALL OTHER FORMS OF COMPENSATION PROVIDED TO THESE INDIVIDUALS ARE REASONABLE. THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF IMH OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR COMPENSATION AS A COMBINATION OF SERVICES AND SEVERANCE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTIONThe facility offers advanced specialty care, including pediatric care from UChicago Medicine Comer Children's Hospital experts, in the following areas: For all ages: cancer, digestive diseases, heart and vascular care, and neurosciences For adults: obstetrics and gynecology (OB/GYN), pain management and transplant For children: allergy and immunology, endocrinology, general surgery, infectious diseases, orthopaedic surgery, otolaryngology (ENT), plastic surgery, pulmonary medicine and rheumatology The Crown Point facility meets a core need: Based on an assessment of the market prior to opening, UChicago Medicine found that about 15% of patients in Northwest Indiana travel outside the region for medical care, with roughly 1 in 5 of that group visiting the health system's facilities in and around Chicago.
Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTIONIf a patient needs to be admitted directly from the ED for additional care, UCHICAGO MEDICINE NORTHWEST INDIANA features an eight-bed, fully-equipped inpatient unit with a highly experienced physician staff and medicine subspecialty consultants.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 6,460,394 including grants of $)(Revenue $ 18,918,611) OTHER PROGRAM SERVICES RELATED TO THE PROVISION OF HEALTHCARE INCLUDE RADIOLOGY, LABORATORY SERVICES, PEDIATRICS, OBSTETRICS AND GYNECOLOGY, PHARMACY SERVICES, HEART AND VASCULAR AND NEUROPHYSIOLOGY.
Form 990, Part VI, Line 4 Significant changes to organizational documentsDURING FISCAL YEAR 2025, THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS SOLE CORPORATE MEMBER FROM UNIVERSITY OF CHICAGO MEDICAL CENTER TO UCHICAGO MEDICINE NETWORK, INC., A 501(c)(3) NON-PROFIT CORPORATION.
Form 990, Part VI, Line 6 Classes of members or stockholdersPursuant to the organization's governing documents, the sole member of the organization is UChicago Medicine Network, Inc. ("UCMN"), a related tax-exempt organization.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyDirectors, excluding the Ex Officio Directors, are elected annually by University of Chicago Medical Center. The President of the corporation and the President of the Medical Staff shall be the Ex Officio members of the board and are elected by the University of Chicago Medical Center.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersTHE POLICY-MAKING POWERS OF THE CORPORATION SHALL BE VESTED IN THE BOARD OF DIRECTORS, WHICH SHALL HAVE CHARGE, CONTROL, AND MANAGEMENT OF THE POLICIES, PROPERTY, AFFAIRS, AND FUNDS OF THE CORPORATION AND SHALL DETERMINE COMPLIANCE WITH THE CORPORATION'S STATED PURPOSES; SHALL APPOINT THE OFFICERS OF THE CORPORATION, WITH THE EXCEPTION OF THE PRESIDENT, AND FILL VACANCIES OCCURRING IN SUCH OFFICES; SHALL DETERMINE THE COMPENSATION OF THE OFFICERS FOR SERVICES ACTUALLY PERFORMED FOR THE CORPORATION AND SHALL HAVE THE POWER AND AUTHORITY TO DO AND PERFORM ALL ACTS OR FUNCTIONS NOT INCONSISTENT WITH THE RESERVED POWERS OF THE MEMBER, APPLICABLE LAW, THESE BYLAWS OR THE CORPORATION'S ARTICLES OF INCORPORATION. THE BOARD SHALL CONSIST OF NO MORE THAN 13 DIRECTORS. THE BOARD SHALL BE APPOINTED BY THE MEMBER AND CONSIST OF INDIVIDUALS WHO MEET SUCH CRITERIA FOR APPOINTMENT TO THE BOARD AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE MEMBER. A DIRECTOR MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY THE MEMBER ACTIING IN THE BEST INTERESTS OF THE CORPORATION AS DETERMINED BY THE MEMBER AT ITS SOLE DISCRETION. THE SOLE MEMBER OF THE CORPORATION SHALL BE THE UNIVERSITY OF CHICAGO MEDICAL CENTER, AN ILLINOIS NOT-FOR-PROFIT CORPORATION. MEMBERSHIP IN THE CORPORATION IS NOT TRANSFERABLE OR ASSIGNABLE. THE GENERAL POWERS OF THE CORPORATION SHALL BE VESTED IN THE MEMBER (EXCEPT FOR SUCH POWERS AS ARE DELEGATED IN THESE BYLAWS OR BY THE MEMBER TO THE BOARD OF DIRECTORS OF THE CORPORATION (THE "BOARD")), WHICH SHALL HAVE COMPLETE CHARGE, CONTROL AND MANAGEMENT OF THE PROPERTY, AFFAIRS, FUNDS AND OPERATIONS OF THE CORPORATION.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 is prepared internally by the UCMC tax department using information provided by management and reviewed in detail by an independent accounting firm. At its regularly scheduled meeting, the compensation committee of the UCMC Board of Trustees is provided a draft copy of portions of the Form 990. The final complete version of the Form 990 is then distributed to all voting members of the Board of Trustees prior to its filing.
Form 990, Part VI, Line 12c Conflict of interest policyUCHICAGO MEDICINE NORTHWEST INDIANA HAS A ROBUST CONFLICTS OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND TRUSTEES. THE POLICY CONTAINS CERTAIN PROHIBITIONS AS WELL AS DISCLOSURE REQUIREMENTS, AND ENCOURAGES QUESTIONS DIRECTED TO THE COMPLIANCE OFFICE AND LEGAL AFFAIRS. DURING THIS TAX YEAR, UCHICAGO MEDICINE NORTHWEST INDIANA ESTABLISHED ITS PRACTICE OF SURVEYING DIRECTORS, OFFICERS, MANAGERIAL EMPLOYEES, AND INFLUENTIAL MEDICAL STAFF MEMBERS, SEEKING DISCLOSURES OF VARIOUS RELATIONSHIPS, INCLUDING RELATIONSHIPS DISCLOSED IN THIS FORM 990. IN ADDITION, MANAGERS AT MONTHLY MEETINGS ASK FOR ORAL DISCLOSURES OF POTENTIAL CONFLICTS. THE COMPLIANCE OFFICER AND THE OFFICE OF LEGAL AFFAIRS PROVIDE EDUCATIONAL SESSIONS. THE UNIVERSITY OF CHICAGO MANAGES RESEARCHER CONFLICTS. THE CONFLICT-OF INTEREST POLICY SPECIFICALLY REQUIRES DISCLOSURE, AND ABSTENTION OR RECUSAL AS NECESSARY, WHENEVER A TRUSTEE OR RELATED PARTY HAS A POTENTIAL CONFLICT OF INTEREST.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialUNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC) IS RESPONSIBLE FOR DETERMINING AND ADMINISTERING COMPENSATION FOR ALL OFFICERS OF EACH RESPECTIVE ENTITY WITHIN THE UNIVERSITY OF CHICAGO MEDICAL CENTER, CORPORATE STRUCTURE. BELOW IS THE PROCESS USED TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND SENIOR EXECUTIVES. THE UCMC COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE COMMITTEE) IS RESPONSIBLE FOR THE OVERSIGHT OF UCM CARE NETWORK MEDICAL GROUP'S 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 TRUSTEES WHO ARE "DISINTERESTED" WITHIN THE MEANING OF INTERMEDIATE SANCTIONS REGULATIONS. IT REVIEWS AND APPROVES COMPENSATION AND EMPLOYEE BENEFITS PROVIDED TO UCM CARE NETWORK MEDICAL GROUP INC.'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 employeesAN INDEPENDENT COMPENSATION CONSULTANT REVIEWS THE REASONABLENESS OF PROPOSED TOTAL DIRECT COMPENSATION FOR EACH BY PERFORMING A MARKET COMPARISON FOR EACH EXECUTIVE. THE MARKET COMPARISON INVOLVES COLLECTING SURVEY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILAR HEALTH CARE 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 publicUChicago Medicine Northwest Indiana BYLAWS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, AUDITED FINANCIALS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE, AND THE FOLLOWING DOCUMENT WAS, AS OF THE TIME OF COMPLETION OF THIS QUESTION, ON UCMC'S WEBSITE: -UNIVERSITY OF CHICAGO MEDICINE UNAUDITED FINANCIAL INFORMATION -2025 AUDITED FINANCIAL STATEMENTS -2024 AUDITED FINANCIAL STATEMENTS -2023 AUDITED FINANCIAL STATEMENTS -2022 AUDITED FINANCIAL STATEMENTS -2021 AUDITED FINANCIAL STATEMENTS -2020 AUDITED FINANCIAL STATEMENTS -2019 AUDITED FINANCIAL STATEMENTS -2018 AUDITED FINANCIAL STATEMENTS -2017 AUDITED FINANCIAL STATEMENTS -2016 AUDITED FINANCIAL STATEMENTS -2015 AUDITED FINANCIAL STATEMENTS -2014 AUDITED FINANCIAL STATEMENTS -2013 AUDITED FINANCIAL STATEMENTS -2012 AUDITED FINANCIAL STATEMENTS
Form 990, Part IX, Line 11g Other FeesProgram Support Services - Total Expense: 1435391, Program Service Expense: 1435391, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Total Expense: 6774166, Program Service Expense: 6774166, Management and General Expenses: , Fundraising Expenses: ; Outside Lab Tests - Total Expense: 12861, Program Service Expense: 12861, Management and General Expenses: , Fundraising Expenses: ; Medical Agreements - Total Expense: 1150091, Program Service Expense: 1150091, Management and General Expenses: , Fundraising Expenses: ; Billing Fees - Total Expense: 124443, Program Service Expense: 124443, Management and General Expenses: , Fundraising Expenses: ; Laundry Services - Total Expense: 89129, Program Service Expense: 38902, Management and General Expenses: 50227, Fundraising Expenses: ; Contract labor - Total Expense: 4878360, Program Service Expense: 4808186, Management and General Expenses: 70174, Fundraising Expenses: ; PSA Expense - Total Expense: 427597, Program Service Expense: 427597, Management and General Expenses: , Fundraising Expenses: ; Reclass Schedule C - Total Expense: -136027, Program Service Expense: -136027, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdProvince Or StateForeignAddress/ProvinceOrStateNm
ADVENTIST BOLINGBROOK HOSPITAL
500 REMINGTON BLVDBOLINGBROOKIL60440651219504HOSPITALIL501(c)(3)3ADVENT MIDWEST HEALTHfalse
ADVENTIST GLENOAKS HOSPITAL
701 WINTHROP AVEGLENDALE HEIGHTSIL60139363208390HOSPITALIL501(c)(3)3ADVENT MIDWEST HEALTHfalse
ADVENTIST HEALTH PARTNERS INC
5101 S WILLOW SPRINGS RDLA GRANGEIL60525364138353PHYSICIAN PRACTICESIL501(c)(3)3AHS MIDWEST MGMTfalseB1013
ADVENTIST MIDWEST HEALTH
120 N OAK STREETHINSDALEIL605213622769842 HOSPITALSIL501(c)(3)3NAfalse
AHP SPECIALTY CARE NFP
5101 S WILLOW SPRINGS RDLA GRANGEIL60525811105774PHYSICIAN PRACTICESIL501(c)(3)3AHS MIDWEST MGMTfalseB1013
AHS MIDWEST MANAGEMENT INC
500 REMINGTON BLVDBOLINGBROOKIL60440363354567PHYSICIAN PRACTICE MANAGEMENTIL501(c)(3)Type IADVENT MIDWEST HEALTHfalse
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501(c)(3)Type IUCHICAGOfalse
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREETCHICAGOIL60637362167012POLICY RESEARCH CENTERIL501(c)(3)7NAfalse
CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUECHICAGOIL60637362169138SUPP RESEARCHIL501(c)(3)Type IUCHICAGOfalse
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501(c)(3)Type IUCHICAGOfalse
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501(c)(3)Type IUCHICAGOfalse
FERMI FORWARD DISCOVERY GROUP LLC
5801 S ELLIS AVENUECHICAGOIL60637933319101MANAGEMENTIL501(c)(3)7UCHICAGOfalse
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501(c)(3)7NAfalse
HYMEN MILGROM SUPPORTING ORGANIZATION
33 N LASALLE ST SUITE 2131CHICAGOIL60602466789522SUPP EDUCATION RESEARCHVA501(c)(3)Type III-ONAfalse
INGALLS MEMORIAL HOSPITAL
ONE INGALLS DRIVEHARVEYIL60426362170866HOSPITALIL501(c)(3)3UCMNfalse
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501(c)(2)UCHICAGOfalse
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501(c)(3)7NAfalse
QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501(c)(7)UCHICAGOfalse
SOUTHEAST CHICAGO COMMISSION
1511 EAST 53RD STCHICAGOIL60615362226282ECONOMIC DEVIL501(c)(3)7UCHICAGOfalse
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUECHICAGOIL60637363155157SUPPORT THE LIBRARYIL501(c)(3)Type III-ONAfalse
THE MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543042104690RESEARCH AND EDUCATIONMA501(c)(3)7UCHICAGOfalse
UCHICAGO MEDICINE NETWORK INC
ONE INGALLS DRIVEHARVEYIL60426363181170PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICESIL501(c)(3)Type IUCMCfalse
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501(c)(3)Type IUCHICAGOfalse
UCM HOME CARE
ONE INGALLS DRIVEHARVEYIL60426363367939HEALTHCAREIL501(c)(3)10UCMNfalse
UCM MEDICAL GROUP INC
5841 S Maryland AveCHICAGOIL60637474221241HEALTHCAREIL501(c)(3)10UCMNfalse
UCM MEDICAL GROUP SUB LLC (FKA PRIMARY HEALTHCARE ASSOCIATES SC)
71 W 156TH STREETHARVEYIL60426364132865HEALTHCAREIL501(c)(3)10UCM Med Grpfalse
UCM NETWORK DEVELOPMENT FOUNDATION
ONE INGALLS DRIVEHARVEYIL60426363189150SUPPORTIL501(c)(3)7UCMNfalse
UCM NFP COMMUNITY VENTURES
ONE INGALLS DRIVEHARVEYIL60426363239703AMBULATORYIL501(c)(3)Type IUCMNfalse
UCMC TITLE HOLDING CORPORATION
5841 S MARYLAND AVE MC 1086CHICAGOIL60637812126789TITLE HOLDINGIL501(c)(3)Type IUCMCfalse
UCMC TITLE HOLDING CORPORATION II NFP
5841 S MARYLAND AVE MC 1086CHICAGOIL60637821736040TITLE HOLDINGIL501(c)(3)Type IUCMCfalse
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUCHICAGOfalseOne Bartholomew Close Barts SquareLONDONUKEC1A7BLUK
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUCHICAGOfalse101 PENANG RDSINGAPORESN238466SN
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
FUNDRAISINGUCHICAGOfalseRM 100 FAR EAST CTR C/O WM FAN COHONG KONGHKHK
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637362177139EDUCATION & RESEARCHIL501(c)(3)2NAfalse
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501(c)(3)Type IUCHICAGOfalse
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATIONUCHICAGOfalse6 RUE THOMAS MANNPARISFR75013FR
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501(c)(3)2UCHICAGOfalse
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBILUCHICAGOfalse
UNIVERSITY OF CHICAGO MEDICAL CENTER
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501(c)(3)3UCHICAGOfalse
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501(c)(2)UCHICAGOfalse
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501(c)(3)Type IUCHICAGOfalse
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPRACTICE TRUSTIL501(c)(3)Type IUCHICAGOfalse
UNIVERSITY OF CHICAGO TRUST (INDIA)
FUNDRAISINGUCHICAGOfalseL-9 east wing raheja towers mg rBANGALOREIN560001INkarnataka

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line2USAddress/AddressLine2Txt
ADVENTIST MIDWESTUSP SURGERY CENTERS LLC
14201 DALLAS PARKWAYDALLASTX75254203256430SURGERY CENTERILNAN/Afalsefalse
CAIRNGORM CAPITAL PARTNERS III ANNEX LP
INVESTMENTNAN/AfalsefalseELIZABETH HOUSE 1ST AND 2ND FLOORSST PETER PORTGKGY11EWGK
CAIRNGORM CAPITAL PARTNERS III CO-INVEST B LP
INVESTMENTNAN/AfalsefalseELIZABETH HOUSE 1ST AND 2ND FLOORSST PETER PORTGKGY11EWGK
CAIRNGORM CAPITAL PARTNERS III CO-INVEST C LP
INVESTMENTNAN/AfalsefalseELIZABETH HOUSE 1ST AND 2ND FLOORSST PETER PORTGKGY11EWGK
CAIRNGORM CAPITAL PARTNERS III CO-INVEST D LP
INVESTMENTNAN/AfalsefalseELIZABETH HOUSE 1ST AND 2ND FLOORSST PETER PORTGKGY11EWGK
CHALFEN VENTURES CO-INVEST II LP
INVESTMENTNAN/AfalsefalseIFC 6 THE ESPLANADEST HELIERJEJE40QHJE
HARPER COURT VENTURES FUND I LP
555 BRYANT STREET 380PALO ALTOCA94301993916542INVESTMENTCANAN/Afalsefalse
INGALLS SAME DAY SURGERY
6701 W 159TH STTINLEY PARKIL60477363368549SURGERY CENTERILNAN/Afalsefalse
IRON POINT REAL ESTATE PARTNERS - TE(C) LP
201 MAIN STREETFORT WORTHTX76102260526955INVESTMENTTXNAN/AfalsefalseSUITE 2300
JAPAN ABSOLUTE VALUE FUND LP
201 WASHINGTON STBOSTONMA02108854345851INVESTMENTMANAN/Afalsefalse
LONG PATH PARTNERS FUND LP
1 LANDMARK SQUARESTAMFORDCT06901831603096INVESTMENTCTNAN/AfalsefalseUNIT 1920
LORIENT ROBIN INVESTMENT LP
550 W MERRILL STBIRMINGHAMMI48009993241797INVESTMENTMINAN/AfalsefalseSUITE 210
NEEDLE 2023-1 LLC
548 MARKET STSAN FRANCISCOCA94104931514126INVESTMENTCANAN/Afalsefalse
NYDIG DIGITAL ASSETS FUND V LP
1 VANDERBILT AVENEW YORKNY10017362177139INVESTMENTNYNAN/Afalsefalse
SILKROAD ASIA VALUE PTNERS II CO VISTRA (CAYMAN) LIMITED
INVESTMENTNAN/AfalsefalsePO BOX 31119GRAND PAVILIONCJCJ
SUNTX CAPITAL PARTNERS LP
5420 LBJ FREEWAYDALLASTX75240752934043INVESTMENTTXNAN/AfalsefalseSUITE 1000
SYSTEMATIC HOLDING C AB
981773644INVESTMENTNAN/AfalsefalseRIDDARGATAN 7ASTOCKHOLMSW11435SW

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (25 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdBusiness Name Line2RelatedOrganizationName/BusinessNameLine2TxtEINEIN
ABRAMS BISON OFFSHORE FUND LTD
PO BOX 10293 27 HOSPITAL ROADGEORGE TOWNGRAND CAYMANCJKY11003INVESTMENTCJUChicagoC Corporationfalse
CAPSTONE CPP 2012 1 FUND
190 ELGIN AVENUEGEORGE TOWNGRAND CAYMANCJKY19008INVESTMENTCJUChicagoC Corporationfalse
CHARITABLE LEAD TRUST (0)
CHAR LEAD TRUSTUChicagoTrustfalse5801 S ELLIS AVENUECHICAGOIL60637IL
CHARITABLE REMAINDER TRUSTS (69)
CHAR RMDR TRUSTUChicagoTrustfalse5801 S ELLIS AVENUECHICAGOIL60637IL
EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMIT
171 ELGIN AVENUE WILLOW HOUSE CRIPO BOX 10233GRAND CAYMANCJKY11002LIAB INSURANCECJUCMNC CorporationfalseED981571310
HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED
171 ELGIN AVENUE WILLOW HOUSE CRIPO BOX 10233GRAND CAYMANCJKY11002LIAB INSURANCECJUCMNC Corporationfalse981571446
INGALLS CASUALTY INSURANCE LTD
ONE INGALLS DRIVEHARVEYCJLIAB INSURANCECJUCMNC Corporationfalse980485714
INGALLS HEALTH COUNCIL
PURCHASING GROUPUCMNC CorporationfalseONE INGALLS DRIVEHARVEYIL60426IL273226539
INGALLS PROVIDER GROUP
INSURANCE SERVICEIMHC CorporationfalseONE INGALLS DRIVEHARVEYIL60426IL363485578
KOHINOOR CORE (CAYMAN) FUND
PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY11104INVESTMENTCJUChicagoC Corporationfalse
NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L
171 ELGIN AVENUE WILLOW HOUSE CRIPO BOX 10233GRAND CAYMANCJKY11002LIAB INSURANCECJUCMNC CorporationfalseIMITED981571387
PENSO FUND PLATFORM SPC - SEG PORT
PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY11004INVESTMENTCJUChicagoC Corporationfalse981360251
PHOENIX OVERLAY FUND LTD
401 N MICHIGAN AVE C/O INVST OFFICCHICAGOCJINVESTMENTCJUChicagoC Corporationfalse
POOLED INCOME FUND (1)
POOLED INCO FUNDUChicagoC Corporationfalse5801 S ELLIS AVENUECHICAGOIL60637IL
SC CURRICULUM INC
SCNC CURRICULUMUChicagoC Corporationfalse70 WEST MADISON STCHICAGOIL60602IL
SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED
REGATTA OFFICE PARK WEST BAY ROADPO BOX 10233GRAND CAYMANCJKY11002LIAB INSURANCECJUCMNC Corporationfalse
STANDARD GENERAL OFFSHORE FUND LTD
INVESTMENTUChicagoC Corporationfalse767 5TH AVE 12TH FLOORNEW YORK CITYNY10153
TARPON ALL EQUITIES FUND LP
MAPLES CORPORATE SERVICES LTDOP UGLAND HOUSE OUTH CHURCH STGRAND CAYMANCJINVESTMENTCJUChicagoC Corporationfalse
TRULEN INSURANCE SPC LIMITED
171 ELGIN AVENUE WILLOW HOUSE CRIPO BOX 10233GRAND CAYMANCJKY11002LIAB INSURANCECJUCMNC Corporationfalse
UCHICAGO (BEIJING) CONSULTING CO LTD
UNIT 1-10 CULTURE PL OF REMMIN UNIBEIJINGCHCONSULTINGCHURIC Corporationfalse
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
UNIT 5-10 GRD FL DLF CAPITAL POINTNEW DEHLIINCONSULTINGINUChicagoC Corporationfalse
UCM SERVICES CORPORATION
BILLING & MGMTUCMNC CorporationfalseONE INGALLS DRIVEHARVEYIL60426IL
VIEWFORTH EUROPEAN EQUITY FUND LIMITED
190 ELGIN AVENUEGRAND CAYMANCJKY19001INVESTMENTCJUChicagoC Corporationfalse
WHITEOAK AVOLUTION CO-INVESTMENT TRUST
LEVEL 1 33 LOFTUS STREETSYDNEYASNSW2000INVESTMENTASUChicagoTrustfalse
WHITEOAK IIB TRUST
LEVEL 32 200 GEORGE STREETSYDNEYASNSW,2000INVESTMENTASUChicagoTrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IIFormAndLineReferenceDesc
ExplanationAlthough 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).ExplanationTxt