Primary Healthcare Associates SC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- Primary Healthcare Associates SC (EIN 36-4132865)
- Tax period
- 2024-07-01 to 2025-02-05
- Filed
- 2025-12-12
- IRS object ID
- 202543469349300214
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-12T09:15:58-06:00 | ReturnTs |
| Tax Period End | 2025-02-05 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364132865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Primary Healthcare Associates SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 7083332300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INGALLS DRIVE | AddressLine1Txt |
| City | HARVEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP L KAUFMAN | PersonNm |
| Person Title | VP FINANCE SHARED SERVICES | PersonTitleTxt |
| Phone | 7083332300 | PhoneNum |
| Signature | 2025-12-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Preparer Person | PreparerPersonGrp | |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | THOMAS JACKIEWICZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INGALLS DRIVE | AddressLine1Txt |
| City | HARVEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,477,664 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UCHICAGOMEDICINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PRIMARY HEALTHCARE ASSOCIATES SC (PHA) WAS FORMED TO DIAGNOSE AND TREAT HUMAN AILMENTS AND INJURIES, WHETHER PHYSICAL OR MENTAL, WITHIN THE UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. AREA. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,699,387 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,817,304 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,734,391 | PYOtherRevenueAmt |
| CY Other Revenue | $1,660,360 | CYOtherRevenueAmt |
| PY Total Revenue | $26,433,778 | PYTotalRevenueAmt |
| CY Total Revenue | $18,477,664 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,243,644 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,938,741 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,322,480 | PYOtherExpensesAmt |
| CY Other Expenses | $12,954,054 | CYOtherExpensesAmt |
| PY Total Expenses | $54,566,124 | PYTotalExpensesAmt |
| CY Total Expenses | $37,892,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$28,132,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,415,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,153,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,449,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$127,295,748 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRIMARY HEALTHCARE ASSOCIATES SC (PHA) WAS FORMED TO DIAGNOSE AND TREAT HUMAN AILMENTS AND INJURIES, WHETHER PHYSICAL OR MENTAL, WITHIN THE UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,064,929 | ExpenseAmt |
| Revenue | $6,378,298 | RevenueAmt |
| Desc | PRIMARY CAREPRIMARY HEALTH SPECIALIZES IN PROVIDING CARE TO PATIENTS OF ALL AGES WITH ALL SORTS OF CONDITIONS. OUR FAMILY PHYSICIANS ARE SUITED TO PROVIDING PREVENTIVE CARE AS WELL AS MANAGING CHRONIC AND COMPLEX CONDITIONS. THIS INCLUDES: TREAT A WIDE RANGE OF MEDICAL ISSUES, COORDINATE CARE WITH OTHER MEDICAL PROFESSIONALS AND SPECIALISTS, PROVIDE PRIMARY CARE OF THE WHOLE PATIENT, INCLUDING MENTAL AND EMOTIONAL NEEDS, STRIVE TO BUILD LONG-TERM RELATIONSHIPS WITH THEIR PATIENTS, PROVIDE INFORMATION AND TECHNIQUES TO HELP PATIENTS TAKE CONTROL OF THEIR HEALTH, FOCUS ON PREVENTING, AS WELL AS TREATING, ILLNESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,441,873 | ExpenseAmt |
| Revenue | $2,858,152 | RevenueAmt |
| Desc | ANESTHESIOLOGYPHA PROVIDES VARIOUS FORMS OF SEDATIVE AND ANALGESIC ANESTHESIA FOR ALL TYPES OF ADULT AND PEDIATRIC SURGICAL PROCEDURES, INCLUDING CARDIAC, NEUROSURGICAL, OBSTETRICAL AND TRANSPLANTATION. THE DIFFERENT TYPES OF ANESTHESIA INCLUDE LOCAL ANESTHESIA TO TEMPORARILY STOP THE SENSE OF PAIN IN A PARTICULAR AREA OF THE BODY, REGIONAL ANESTHESIA TO NUMB ONLY THE PORTION OF THE BODY THAT WILL UNDERGO THE SURGERY, SPINAL ANESTHETIC FOR LOWER ABDOMINAL, PELVIC, RECTAL, OR LOWER EXTREMITY SURGERY, AND EPIDURAL ANESTHETIC FOR SURGERY OF THE LOWER LIMBS AND DURING LABOR AND CHILDBIRTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,606,566 | ExpenseAmt |
| Revenue | $1,348,217 | RevenueAmt |
| Desc | ONCOLOGYUSING THE BEST MEDICAL INFORMATION AVAILABLE, PRIMARY HEALTH ONCOLOGISTS/HEMATOLOGISTS WORK CLOSELY WITH OTHER SPECIALISTS AND THE EXPERTS AT INGALLS CANCER CARE TO CREATE A PLAN OF CARE SPECIFICALLY DESIGNED FOR EACH INDIVIDUAL PATIENT THAT MAY INCLUDE: CHEMOTHERAPY, INCLUDING THE LATEST CANCER CLINICAL TRIALS, RADIATION THERAPY, CHEMOEMBOLIZATION, RADIOFREQUENCY ABLATION AND CRYOABLATION, SELECTIVE INTERNAL RADIATION THERAPY, CARE OF LONG-TERM CENTRAL CATHETERS, AND BIOLOGICAL RESPONSE MODIFIERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,979,682 | ExpenseAmt |
| Revenue | $7,892,997 | RevenueAmt |
| Desc | PRIMARY HEALTHCARE ASSOCIATES SC (PHA) IS THE PREMIER MEDICAL GROUP IN THE SOUTH SUBURBS FOR YOUR FAMILY'S HEALTHCARE NEEDS. PRIMARY HEALTH IS A MULTI-SPECIALTY GROUP OF PHYSICIANS AFFILIATED WITH UCHICAGO MEDICINE NETWORK, INC. THESE PHYSICIANS PRACTICE IN A VARIETY OF SPECIALTIES, INCLUDING: NEPHROLOGY, OBSTETRICS & GYNECOLOGY, HOSPICE CARE, BEHAVIORAL HEALTH, GENERAL SURGERY, PEDIATRICS, OTOLARYNGOLOGY, NEUROLOGY, ORTHOPEDICS, ENDOCRINOLOGY, GASTROENTEROLOGY, AND RHEUMATOLOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $13,979,682 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,892,997 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $37,093,050 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7083332300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 HARVESTER DRIVE SUITE 300 | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK KOZLOFF MD | ||||||||
| PRESIDENT/VP/TREASURER/SECRETARY | 40.00 | 3.00 | Yes (X) | Yes (X) | $0 | $689,281 | $56,519 | |
| IVAN SAMSTEIN | ||||||||
| CFO (THRU 12/31/24) | 1.00 | 57.00 | Yes (X) | $0 | $1,795,872 | $252,606 | ||
| SRINIVASU KUSUMA MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $0 | $1,461,856 | $17,379 | Yes (X) | ||
| PHILLIP NIGRO MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $0 | $1,016,861 | $59,548 | Yes (X) | ||
| JAMES WALLACE MD | ||||||||
| PHYSICIAN | 40.00 | 1.00 | $0 | $998,808 | $19,250 | Yes (X) | ||
| AKBAR RAHMANI MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $0 | $837,130 | $44,216 | Yes (X) | ||
| MOHAMMAD SHAMSHUDDIN MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $0 | $846,644 | $56,519 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,646,452 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $506,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE UNIVERSITY OF CHICAGO | |||||
| 950 E 61ST ST | CHICAGO | IL | 60637 | Medical Services | $2,103,752 |
| LOCUMTENENS | |||||
| PO BOX 405547 | ATLANTA | GA | 30384 | Medical Services | $1,063,550 |
| WEATHERBY LOCUMS INC | |||||
| PO BOX 972633 | DALLAS | TX | 75397 | Medical Services | $1,039,202 |
| THE CENTRE | |||||
| PO BOX 1536 | CALUMET CITY | IL | 60409 | Services | $964,100 |
| MARTIN G LUKEN III MD SC | |||||
| 3400 N LAKE SHORE DR | CHICAGO | IL | 60657 | Neurosurgery | $515,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 624100 | $15,491,788 | $15,491,788 |
| ICN/ACO BONUS | 900099 | $1,074,129 | $1,074,129 |
| CAPITATION REVENUE | 900099 | $196,367 | $196,367 |
| HOSPICE REVENUE | 621610 | $55,020 | $55,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,817,304 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PSA REVENUE | 624100 | $1,601,295 | $1,601,295 |
| MISCELLANEOUS REVENUE | 900099 | $59,065 | $59,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,660,360 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,477,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,477,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,062 | TotalAmt |
| Program Services | $502,062 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,909,829 | TotalAmt |
| Program Services | $20,529,018 | ProgramServicesAmt |
| Management And General | $380,811 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,657 | TotalAmt |
| Program Services | $595,754 | ProgramServicesAmt |
| Management And General | $10,903 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,876,752 | TotalAmt |
| Program Services | $1,842,182 | ProgramServicesAmt |
| Management And General | $34,570 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,441 | TotalAmt |
| Program Services | $1,024,826 | ProgramServicesAmt |
| Management And General | $18,615 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,252 | TotalAmt |
| Management And General | $21,252 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,568,494 | TotalAmt |
| Program Services | $4,465,273 | ProgramServicesAmt |
| Management And General | $103,221 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,174 | TotalAmt |
| Program Services | $212,457 | ProgramServicesAmt |
| Management And General | $4,717 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,346 | TotalAmt |
| Program Services | $52,346 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,930 | TotalAmt |
| Program Services | $1,476,577 | ProgramServicesAmt |
| Management And General | $197,353 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,942 | TotalAmt |
| Program Services | $15,942 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,415 | TotalAmt |
| Program Services | $288,415 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,545,675 | TotalAmt |
| Program Services | $4,517,588 | ProgramServicesAmt |
| Management And General | $28,087 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $1,537,694 | $1,537,694 | $0 | $0 |
| Professional Fees | $15,825 | $15,815 | $10 | $0 |
| Equipment Rental | $13,761 | $13,555 | $206 | $0 |
| Dues and subscriptions | $3,509 | $3,509 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37 | TotalAmt |
| Program Services | $37 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,892,795 | TotalAmt |
| Program Services | $37,093,050 | ProgramServicesAmt |
| Management And General | $799,745 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,582 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,966 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,995,765 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375,188 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,153,501 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,178,939 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,270,310 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,449,249 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$127,295,748 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$127,295,748 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,153,501 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$19,415,131 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $146,710,879 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,092,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,185,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,277,941 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,150,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,154,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,331,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,427,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,418,599 | CurrentTaxYearAmt |
| Total | $114,482,475 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,243,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,339,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,331,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,427,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,418,599 | CurrentTaxYearAmt |
| Total | $116,760,416 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,463,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,416,518 | CurrentTaxYearAmt |
| Total | $2,879,815 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,463,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,416,518 | CurrentTaxYearAmt |
| Total | $2,879,815 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $113,880,601 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,065 | CurrentTaxYearAmt |
| Total | $65,821 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,243,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,339,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,331,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,433,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,477,664 | CurrentTaxYearAmt |
| Total | $116,826,237 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Short Year Explanation: | FormAndLineReferenceDesc |
| Explanation | PART III, SECTION A. COLUMN (e): SHORT YEAR | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE SYSTEM APPLIES THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC 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 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, PRIMARY HEALTHCARE ASSOCIATES, SC DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. PRIMARY HEALTHCARE ASSOCIATES, SC IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IVAN SAMSTEIN | ||||||||||||||
| CFO (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 |
| SRINIVASU KUSUMA MD | ||||||||||||||
| PHYSICIAN | $0 | $1,032,388 | $0 | $428,463 | $0 | $1,005 | $0 | $17,250 | $0 | $129 | $0 | $1,479,235 | $0 | $0 |
| PHILLIP NIGRO MD | ||||||||||||||
| PHYSICIAN | $0 | $747,564 | $0 | $268,540 | $0 | $757 | $0 | $17,250 | $0 | $42,298 | $0 | $1,076,409 | $0 | $0 |
| JAMES WALLACE MD | ||||||||||||||
| PHYSICIAN | $0 | $729,040 | $0 | $267,907 | $0 | $1,861 | $0 | $17,250 | $0 | $2,000 | $0 | $1,018,058 | $0 | $0 |
| MOHAMMAD SHAMSHUDDIN MD | ||||||||||||||
| PHYSICIAN | $0 | $509,982 | $0 | $333,009 | $0 | $3,653 | $0 | $17,250 | $0 | $39,269 | $0 | $903,163 | $0 | $0 |
| AKBAR RAHMANI MD | ||||||||||||||
| PHYSICIAN | $0 | $549,114 | $0 | $282,449 | $0 | $5,567 | $0 | $17,250 | $0 | $26,966 | $0 | $881,346 | $0 | $0 |
| MARK KOZLOFF MD | ||||||||||||||
| PRESIDENT/VP/TREASURER/SECRETARY | $0 | $469,586 | $0 | $215,380 | $0 | $4,315 | $0 | $17,250 | $0 | $39,269 | $0 | $745,800 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | COMPENSATION OF THE PRESIDENT OF PRIMARY HEALTHCARE ASSOCIATES, SC 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. |
| Part I, Line 4b | CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2025 FOR CALENDAR YEAR 2024: IVAN SAMSTEIN NO INDIVIDUALS LISTED IN SCHEDULE J, PART II BECAME VESTED IN, NOR WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS. FURTHERMORE, NO INDIVIDUALS LISTED IN THIS SCHEDULE J, PART II RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
| SCHEDULE J, PART II - | - TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2024 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCMC OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR AS COMPENSATION FOR A COMBINATION OF SERVICES AND SEVERANCE. |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | ALL ASSETS AND LIABILITIES OF PRIMARY HEALTHCARE ASSOCIATES, S.C. | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2025-02-05 | DistributionDt |
| Fair Market Value Of Asset | -$146,710,879 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | GAAP | MethodOfFMVDeterminationTxt |
| EIN | 364132865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCM MEDICAL GROUP INC SUB LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INGALLS DRIVE | AddressLine1Txt |
| City | HARVEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | 0 | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE I | PRIMARY HEALTHCARE ASSOCIATES SC (PHA) WAS FORMED TO DIAGNOSE AND TREAT HUMAN AILMENTS AND INJURIES, WHETHER PHYSICAL OR MENTAL. |
| Form 990, Part VI, Section A, line 3 | ON 1/27/2025, PRIMARY HEALTHCARE ASSOCIATES SC FILED A STATEMENT OF CONVERSION WITH THE STATE OF ILLINOIS TO CONVERT FROM A PROFESSIONAL CORPORATION TO A SINGLE MEMBER LIMITED LIABILITY COMPANY DISREGARDED FOR TAX PURPOSES. THE PRIMARY HEALTHCARE ASSOCIATES, S.C. 36-4132865 CONVERSION WAS APPROVED BY THE STATE OF ILLINOIS ON 2/5/2025. ON 2/7/2025, PRIMARY HEALTHCARE ASSOCIATES FILED ARTICLES OF ORGANIZATION WITH THE STATE OF ILLINOIS NAMING UCM MEDICAL GROUP, INC. AS THE SOLE MANAGING MEMBER OF PRIMARY HEALTHCARE ASSOCIATES, SC. UCM MEDICAL GROUP, INC. IS A 501(C)(3) NONPROFIT CORPORATION. EFFECTIVE 2/5/2025, THE DAILY OPERATIONS AND RIGHTS TO APPROVE OR DIRECT SIGNIFICANT DECISIONS OF PRIMARY HEALTHCARE ASSOCIATES SC ARE MANAGED BY UCM MEDICAL GROUP, INC. |
| Form 990, Part VI, Section A, line 4 | EFFECTIVE 2/5/2025, PRIMARY HEALTHCARE ASSOCIATES SC IS AN ENTITY DISREGARDED FOR TAX PURPOSES UPON ITS CONVERSION TO A SINGLE MEMBER LIMITED LIABILITY COMPANY ORGANIZED IN THE STATE OF ILLINOIS. AS SUCH, PRIMARY HEALTHCARE ASSOCIATES IS FILING ITS FINAL FORM 990 AND FUTURE OPERATIONS WILL BE REPORTED ON THE FORM 990 TAX RETURN OF ITS SOLE MANAGING MEMBER, UCM MEDICAL GROUP INC. |
| Form 990, Part VI, Section A, line 6 | FOR THE SHORT PERIOD 7/1/2024 - 2/5/2025, THE ORGANIZATION WAS AN AFFILIATED TAX-EXEMPT PROFESSIONAL CORPORATION CONTROLLED BY UCM CARE NETWORK MEDICAL GROUP INC. (CNMG), THROUGH A SHAREHOLDER CONTROL AGREEMENT WITH THE PHYSICIAN SHAREHOLDER. UNDER THE SHAREHOLDER CONTROL AGREEMENT, CNMG HAD THE EXCLUSIVE RIGHT TO APPROVE OR DIRECT SIGNIFICANT DECISIONS OF THE ORGANIZATION'S SHAREHOLDER. THE PHYSICIAN SHAREHOLDER HAD NO ECONOMIC RIGHTS TO ANY PROFITS OR DISTRIBUTIONS OF THE ORGANIZATION AND WAS REQUIRED TO VOTE ON DECISIONS OF THE ORGANIZATION IN THE MANNER DIRECTED BY CNMG. EFFECTIVE 2/5/2025, THE SOLE MANAGING MEMBER OF PRIMARY HEALTHCARE ASSOCIATES, SC IS UCM MEDICAL GROUP INC., A 501(C)(3) NONPROFIT CORPORATION. UCM MEDICAL GROUP INC. HAS THE EXCLUSIVE RIGHT TO APPROVE OR DIRECT SIGNIFICANT DECISIONS OF THE ORGANIZATION. |
| Form 990, Part VI, Section A, line 7a | PLEASE SEE THE NARRATIVE FOR PART VI, LINE 6. |
| Form 990, Part VI, Section A, line 7b | PLEASE SEE THE NARRATIVE FOR PART VI, LINE 6. |
| Form 990, Part VI, Section A, line 8b | PRIMARY HEALTHCARE ASSOCIATES SC HAS NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY; THEREFORE, THIS QUESTION IS NOT APPLICABLE BUT HAS BEEN ANSWERED NO IN ACCORDANCE WITH THE IRS FORM 990 INSTRUCTIONS. |
| Form 990, Part VI, Section B, line 11b | THE FORM 990 IS PREPARED INTERNALLY BY THE UCMC TAX DEPARTMENT USING INFORMATION PROVIDED BYMANAGEMENT. THE FULL FORM, INCLUDING SUPPLEMENTAL SCHEDULES, IS REVIEWED IN DETAIL BY THE TAX DIRECTOR. AT ITS REGULARLY SCHEDULED MEETING, THE COMPENSATION COMMITTEE OF THE UCMC BOARD OF TRUSTEES IS PROVIDED A DRAFT COPY OF PORTIONS OF THE FORM 990. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING. |
| Form 990, Part VI, Section B, line 12c | PRIMARY HEALTHCARE ASSOCIATES HAS A ROBUST CONFLICTS OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND DIRECTORS. 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, PRIMARY HEALTHCARE ASSOCIATES CONTINUED 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, CERTAIN CHAIRS OF COMMITTEES, SUCH AS THE PHARMACY AND THERAPEUTICS COMMITTEE OF THE MEDICAL STAFF, AT MONTHLY MEETINGS ASK FOR ORAL DISCLOSURES OF POTENTIAL CONFLICTS. UPON REQUEST, THE COMPLIANCE OFFICER AND THE OFFICE OF LEGAL AFFAIRS PROVIDE EDUCATIONAL SESSIONS. UCMC NOTES THAT RESEARCHER CONFLICTS ARE MANAGED BY THE UNIVERSITY OF CHICAGO. THE CONFLICT OF INTEREST POLICY SPECIFICALLY REQUIRES DISCLOSURE, AND ABSTENTION OR RECUSAL AS NECESSARY, WHENEVER A DIRECTOR OR RELATED PARTY HAS A POTENTIAL CONFLICT OF INTEREST. |
| Form 990, Part VI, Section C, line 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, LINE 15A - 15B | THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS ARE COMPENSATED BASED ON THEIR EMPLOYMENT CONTRACTS AS PHYSICIANS OF THE ORGANIZATION. |
| Form 990, Part IX, line 11g | Program Support Services: Program service expenses 238,424. Management and general expenses 13,975. Fundraising expenses 0. Total expenses 252,399. Physician Services: Program service expenses 1,981,319. Management and general expenses 5,000. Fundraising expenses 0. Total expenses 1,986,319. Contract Labor: Program service expenses 1,129,101. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,129,101. Laundry services: Program service expenses 61,012. Management and general expenses 0. Fundraising expenses 0. Total expenses 61,012. Medical Agreements: Program service expenses -10. Management and general expenses 0. Fundraising expenses 0. Total expenses -10. Billing Fees: Program service expenses 817,808. Management and general expenses 82,482. Fundraising expenses 0. Total expenses 900,290. Collection Fees: Program service expenses 10. Management and general expenses 0. Fundraising expenses 0. Total expenses 10. Capitation Expense: Program service expenses 237,609. Management and general expenses 1,764. Fundraising expenses 0. Total expenses 239,373. |
| Form 990, Part XI, line 9: | NET ASSET TRANSFER TO LLC 146,710,879. |
| Schedule N Line 1(a) | Effective February 5, 2025, Primary Healthcare Associates S.C. converted from a 501(c)(3) tax-exempt entity to a single-member LLC disregarded for tax purposes under Treas. Reg. 301.7701-3, whose sole member is UCM Medical Group, Inc. (EIN: 47-4221241). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST BOLINGBROOK HOSPITAL | |||||||||||||||||
| 500 REMINGTON BLVD | BOLINGBROOK | IL | 60440 | 651219504 | HOSPITAL | IL | 501(c)(3) | Line 3 | ADVENT MIDWEST | 0 | |||||||
| ADVENTIST GLENOAKS HOSPITAL | |||||||||||||||||
| 701 WINTHROP AVE | GLENDALE HEIGHTS | IL | 60139 | 363208390 | HOSPITAL | IL | 501(c)(3) | Line 3 | ADVENT MIDWEST HEALTH | 0 | |||||||
| ADVENTIST HEALTH PARTNERS INC | |||||||||||||||||
| 5101 S WILLOW SPRINGS RD B1013 | LA GRANGE | IL | 60525 | 364138353 | PHYSICIAN PRACTICES | IL | 501(c)(3) | Line 3 | AHS MIDWEST MGMT | 0 | |||||||
| ADVENTIST MIDWEST HEALTH | |||||||||||||||||
| 120 N OAK STREET | HINSDALE | IL | 60521 | 362276984 | 2 HOSPITALS | IL | 501(c)(3) | Line 3 | 0 | N/A | |||||||
| AHP SPECIALTY CARE NFP | |||||||||||||||||
| 5101 S WILLOW SPRINGS RD B1013 | LA GRANGE | IL | 60525 | 811105774 | PHYSICIAN PRACTICES | IL | 501(c)(3) | Line 3 | AHS MIDWEST MGMT | 0 | |||||||
| AHS MIDWEST MANAGEMENT INC | |||||||||||||||||
| 500 REMINGTON BLVD | BOLINGBROOK | IL | 60440 | 363354567 | PHYSICIAN PRACTICE MANAGEMENT | IL | 501(c)(3) | Line 12a, I | ADVENT MIDWEST HEALTH | 0 | |||||||
| ARCH DEVELOPMENT CORPORATION | |||||||||||||||||
| 5555 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | 363485244 | TECH TRANSFER | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| ASIAN HEALTH COALITION | |||||||||||||||||
| 180 W WASHINGTON ST SUITE 1 | CHICAGO | IL | 60602 | 311607193 | HLTH ACCESS | IL | 501(c)(3) | Line 10 | UNIV CHICAGO | 0 | |||||||
| CHAPIN HALL CENTER FOR CHILDREN | |||||||||||||||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | 362167012 | POL RES CTR | IL | 501(c)(3) | Line 7 | 0 | N/A | |||||||
| CHICAGO HOME FOR THE INCURABLES | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362169138 | SUPP RESEARCH | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| CHICAGO TUMOR INSTITUTE | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 237136019 | SUPP RESEARCH | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| COURT THEATRE FUND | |||||||||||||||||
| 5535 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363203660 | SUPP THE ARTS | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| FERMI FORWARD DISCOVERY GROUP LLC | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 933319101 | MANAGEMENT | IL | 501(c)(3) | Line 7 | UNIV CHICAGO | 0 | |||||||
| FERMI RESEARCH ALLIANCE LLC | |||||||||||||||||
| PO BOX 500 | BATAVIA | IL | 60510 | 571239010 | MANAGE LAB | IL | 501(c)(3) | Line 7 | 0 | N/A | |||||||
| HYMEN MILGROM SUPPORTING ORGANIZATION | |||||||||||||||||
| 33 N LASALLE ST STE 2131 | CHICAGO | IL | 60602 | 466789522 | SUPP EDU RES | VA | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |||||||
| UCM NETWORK DEVELOPMENT FOUNDATION | |||||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | 363189150 | SUPPORT | IL | 501(c)(3) | Line 7 | UCHHD | 0 | |||||||
| UCM NFP COMMUNITY VENTURES | |||||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | 363239703 | AMBULATORY | IL | 501(c)(3) | Line 12a, I | UCHHD | 0 | |||||||
| UCM HOME CARE | |||||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | 363367939 | HEALTHCARE | IL | 501(c)(3) | Line 10 | IMH | 0 | |||||||
| INGALLS MEMORIAL HOSPITAL | |||||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | 362170866 | HOSPITAL | IL | 501(c)(3) | Line 3 | UCHHD | 0 | |||||||
| LAKE PARK ASSOCIATES | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366111317 | PROP HOLDG | IL | 501(c)(2) | UNIV CHICAGO | 0 | ||||||||
| NATIONAL OPINION RESEARCH CENTER (NORC) | |||||||||||||||||
| 55 E MONROE AVENUE | CHICAGO | IL | 60603 | 362167808 | SO SCI SRVYS | IL | 501(c)(3) | Line 7 | 0 | N/A | |||||||
| THE JOHN CRERAR FOUNDATION | |||||||||||||||||
| 5730 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363155157 | SUPP LIBRARY | IL | 501(c)(3) | Line 12c, III-FI | UNIV CHICAGO | 0 | |||||||
| THE MARINE BIOLOGICAL LABORATORY | |||||||||||||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | 042104690 | RES & EDU | MA | 501(c)(3) | Line 7 | UNIV CHICAGO | 0 | |||||||
| THE QUADRANGLE CLUB | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 361655190 | SOCIAL CLUB | IL | 501(c)(7) | UNIV CHICAGO | 0 | ||||||||
| THE UNIV OF CHICAGO FDN IN THE HONG KONG LTD | |||||||||||||||||
| FUNDRAISING | UNIV CHICAGO | 0 | RM 100 FAR E CTR | Hong Kong | CH | HK | |||||||||||
| THE UNIVERSITY OF CHICAGO CLOISTERS CLUB | |||||||||||||||||
| 1212 E 59TH STREET | CHICAGO | IL | 60637 | SOCIAL CLUB | IL | UNIV CHICAGO | 0 | ||||||||||
| UCHICAGO MEDICINE NORTHWEST INDIANA INC | |||||||||||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | 922355855 | HOSPITAL | IN | 501(c)(3) | Line 3 | UCMC | 0 | |||||||
| UCHICAGO RESEARCH INTERNATIONAL LIMITED | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 262741573 | RESEARCH | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| UCM MEDICAL GROUP INC | |||||||||||||||||
| 5841 S MARYLAND AVE MC 1086 | CHICAGO | IL | 60637 | 474221241 | HEALTH SERVICE | IL | 501(c)(3) | Line 10 | UCMC | 0 | |||||||
| UCHICAGO MEDICINE NETWORKINC | |||||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | 363181170 | MANAGEMENT | IL | 501(c)(3) | Line 12a, I | UCMC | 0 | |||||||
| UCMC TITLE HOLDING CORPORATION | |||||||||||||||||
| 5841 S MARYLAND AVE MC 1086 | CHICAGO | IL | 60637 | 812126789 | TITLE HOLD | IL | 501(c)(3) | Line 12a, I | UCMC | 0 | |||||||
| UCMC TITLE HOLDING CORPORATION II NFP | |||||||||||||||||
| 5841 S MARYLAND AVE MC 1086 | CHICAGO | IL | 60637 | 821736040 | TITLE HOLD | IL | 501(c)(3) | Line 12a, I | UCMC | 0 | |||||||
| UNIV OF CHI BOOTH SCH OF BUS (SINGAPORE) | |||||||||||||||||
| EDUCATION | UNIV CHICAGO | 0 | 101 PENANG ROAD | SINGAPORE | SN | SN | |||||||||||
| UNIV OF CHI BOOTH SCH OF BUS (UK) | |||||||||||||||||
| EDUCATION | UNIV CHICAGO | 0 | One Bartholomew Close Barts Square | LONDON | UK | UK | EC1A 7BL | ||||||||||
| UNIV OF CHICAGO CANCER RESEARCH FD | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366056201 | SUPP RESEARCH | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| UNIV OF CHICAGO CENTER IN PARIS (FRANCE) | |||||||||||||||||
| EDUCATION | UNIV CHICAGO | 0 | 6 RUE THOMAS MAINN | PARIS | FR | FR | |||||||||||
| UNIV OF CHICAGO CHARTER SCHOOL CORP | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 364225812 | EDUCATION | IL | 501(c)(3) | Line 2 | UNIV CHICAGO | 0 | |||||||
| UNIV OF CHICAGO PROPERTY HOLDING CO | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366108743 | PROP HOLDG | IL | 501(c)(2) | UNIV CHICAGO | 0 | ||||||||
| UNIV OF CHICAGO RETIREE MEDICAL TRUST | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363999692 | MEDICAL TRUST | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| UNIV OF CHICAGO SELF INSURANCE TRUST | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363020034 | MALPRAC TR | IL | 501(c)(3) | Line 12a, I | UNIV CHICAGO | 0 | |||||||
| UNIVERSITY OF CHICAGO | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362177139 | EDUCATION | IL | 501(c)(3) | Line 2 | 0 | N/A | |||||||
| UNIVERSITY OF CHICAGO MEDICAL CENTER | |||||||||||||||||
| 5841 S MARYLAND AVENUE | CHICAGO | IL | 60637 | 363188183 | HOSPITAL | IL | 501(c)(3) | Line 3 | UNIV CHICAGO | 0 | |||||||
| UNIVERSITY OF CHICAGO TRUST (INDIA) | |||||||||||||||||
| FUNDRAISING | UNIV CHICAGO | 0 | L-9 East Wing Raheja Towers MG R | BANGALORE | IN | IN | 560001 | KARNATAKA | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST MIDWESTUSP SURGERY CENTERS LLC | ||||||||||||||
| 14201 DALLAS PARKWAY | DALLAS | TX | 75254 | 203256430 | SURGERY CENTER | IL | N/A | N/A | 0 | 0 | ||||
| INGALLS SAME DAY SURGERY CTR | ||||||||||||||
| 6701 W 159TH ST | TINLEY PARK | IL | 60477 | 363368549 | SURGERY CENTER | IL | N/A | N/A | 0 | 0 | ||||
| IRON POINT RE PTNRS - TE(C) LP | ||||||||||||||
| 201 MAIN ST | FORT WORTH | TX | 76102 | 260526955 | INVESTMENT | TX | N/A | N/A | 0 | 0 | ||||
| JAPAN ABSOLUTE VALUE FUND LP | ||||||||||||||
| 201 WASHINGTON ST | BOSTON | MA | 02108 | 854345851 | INVESTMENT | MA | N/A | N/A | 0 | 0 | ||||
| NEEDLE 2023-1 LLC | ||||||||||||||
| 548 MARKET ST | SAN FRANCISCO | CA | 94104 | 931514126 | INVESTMENT | CA | N/A | N/A | 0 | 0 | ||||
| NYDIG DIGITAL ASSETS FUND V LP | ||||||||||||||
| 1 VANDERBILT AVE | NEW YORK | NY | 10017 | 362177139 | INVESTMENT | NY | N/A | N/A | 0 | 0 | ||||
| SILKROAD ASIA VALUE PTNERS II CO VISTRA (CAYMAN) LIMITED | ||||||||||||||
| INVESTMENT | N/A | N/A | 0 | 0 | PO BOX 31119 | GRAND PAVILION | CJ | CJ | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | EINEIN | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE LEAD TRUST (0) | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | CHAR LEAD TRUST | IL | N/A | T | 0 | |||||||
| CHARITABLE REMAINDER TRUSTS (68) | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | CHAR RMDR TRUST | IL | N/A | T | 0 | |||||||
| CAPSTONE CPP 2012 1 FUND | |||||||||||||||
| INVESTMENT | N/A | C | 0 | 190 ELGIN AVENUE | GEORGE TOWN | CJ | KY1-9008 | CJ | |||||||
| EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD | |||||||||||||||
| LIAB INSURANCE | 0 | 171 ELGIN AVENUE WILLOW HOUSE CRI | GRAND CAYMAN | CJ | KY1-1002 | CJ | 981571310 | UCHHD | |||||||
| HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD | |||||||||||||||
| LIAB INSURANCE | 0 | 171 ELGIN AVENUE WILLOW HOUSE CRI | GRAND CAYMAN | CJ | KY1-1002 | CJ | 981571446 | UCHHD | |||||||
| INGALLS CASUALTY INSURANCE LTD | |||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | LIAB INSURANCE | N/A | C | 0 | CJ | 980485714 | ||||||
| INGALLS HEALTH COUNCIL | |||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | PURCHASING GROUP | IL | N/A | C | 0 | 273226539 | ||||||
| INGALLS PROVIDER GROUP | |||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | INSURANCE SERVICE | IL | N/A | C | 0 | 363485578 | ||||||
| KOHINOOR CORE (CAYMAN) FUND | |||||||||||||||
| INVESTMENT | N/A | C | 0 | PO BOX 309 | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||||
| UCM SERVICES CORPORATION | |||||||||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | BILLING & MGMT | IL | N/A | C | 0 | 363374228 | ||||||
| NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L | |||||||||||||||
| LIAB INSURANCE | 0 | 171 ELGIN AVENUE WILLOW HOUSE CRI | GRAND CAYMAN | CJ | KY1-1002 | CJ | 981571387 | UCHHD | |||||||
| PENSO FUND PLATFORM SPC - SEG PORTFOLIO | |||||||||||||||
| INVESTMENT | N/A | C | 0 | PO BOX 309 | GRAND CAYMAN | CJ | KY1-1104 | CJ | 981360251 | ||||||
| PHOENIX OVERLAY FUND LTD | |||||||||||||||
| 401 N MICHIGAN AVE C/O INVST OFFICE | CHICAGO | IL | 60611 | INVESTMENT | N/A | C | 0 | CJ | |||||||
| POOLED INCOME FUND (1) | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | POOLED INCO FUND | IL | N/A | C | 0 | |||||||
| SC CURRICULUM INC | |||||||||||||||
| 70 WEST MADISON ST | CHICAGO | IL | 60602 | SCNC CURRICULUM | IL | N/A | C | 0 | |||||||
| SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD | |||||||||||||||
| LIAB INSURANCE | 0 | REGATTA OFFICE PARK WEST BAY ROAD P | GRAND CAYMAN | CJ | KY1-1002 | CJ | 981745253 | UCHHD | |||||||
| STANDARD GENERAL OFFSHORE FUND LTD | |||||||||||||||
| 767 5TH AVE 12TH FLOOR | NEW YORK CITY | NY | 10153 | INVESTMENT | N/A | C | 0 | CJ | |||||||
| TARPON ALL EQUITIES FUND LP | |||||||||||||||
| INVESTMENT | N/A | C | 0 | MAPLES CORPORATE SERVICES LTD PO | GRAND CAYMAN | CJ | CJ | ||||||||
| TRULEN INSURANCE SPC LIMITED | |||||||||||||||
| LIAB INSURANCE | 0 | 171 ELGIN AVENUE WILLOW HOUSE CRI | GRAND CAYMAN | CJ | KY1-1002 | CJ | 981571288 | UCHHD | |||||||
| UCHICAGO (BEIJING) CONSULTING CO LTD | |||||||||||||||
| CONSULTING | N/A | 0 | UNIT 1-10 CULTURE PL OF REMMIN UNI | BEIJING | CH | CH | |||||||||
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | |||||||||||||||
| CONSULTING | N/A | C | 0 | UNIT 5-10 GRD FL DLF CAPITAL POINT | NEW DEHLI | IN | IN | ||||||||
| VIEWFORTH EUROPEAN EQUITY FUND LIMITED | |||||||||||||||
| INVESTMENT | N/A | C | 0 | 190 ELGIN AVENUE | GRAND CAYMAN | CJ | KY1-9001 | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II - | FormAndLineReferenceDesc |
| Explanation | ALTHOUGH EACH OF UCMC AND ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC) AND ITS WHOLLY-OWNED SUBSIDIARY, ADVENTIST HEALTH SYSTEM/SUNBELT, INC. (AHSSI), APPOINT ONLY HALF OF ADVENTIST MIDWEST HEALTH (AMH'S) BOARD OF DIRECTORS, AND THUS NEITHER TECHNICALLY HAS CONTROL OVER AMH BASED ON THE DEFINITION OF "CONTROL" IN THE SCHEDULE R INSTRUCTIONS, THE AFFILIATION BETWEEN UCMC AND AMH GIVES UCMC A SIGNIFICANT AMOUNT OF CONTROL OVER AMH, AND THEREFORE AMH AND ITS SUBSIDIARIES ARE BEING REPORTED ON THE SCHEDULE R OF UCMC. FOR GAAP REPORTING, UCMC'S CONSOLIDATED FINANCIAL STATEMENTS REFLECT UCMC'S CONTROLLING INTEREST IN THE NET ASSETS AND OPERATIONS OF AMH. FURTHERMORE, THE UNIVERSITY OF CHICAGO CONTROLS BOTH UCMC (BY VIRTUE OF BEING ITS SOLE MEMBER) AND AMH AND ITS SUBSIDIARIES (WITHIN THE MEANING OF REG 53.4968-3(B)(2)(III)). AS A RESULT, UCMC AND AMH AND ITS SUBSIDIARIES ARE RELATED BY REASON OF BOTH BEING CONTROLLED BY THE UNIVERSITY OF CHICAGO (THOUGH THE UNIVERSITY'S CONTROL OVER AMH IS WITHIN THE MEANING OF REG 53.4968- 3(B)(2)(III)) RATHER THAN THE SCHEDULE R INSTRUCTIONS). | ExplanationTxt |