2026-05-14T10:36:38+00:00 2025-06-30 135565207 KPMG LLP 200 EAST RANDOLPH STREET SUITE 5500 CHICAGO IL 606016436 990 2024-07-01 474221241 UCM MEDICAL GROUP INC UCMM 8778295500 5841 S Maryland Avenue STE G-103 Chicago IL 60637 THOMAS JACKIEWICZ PRESIDENT & CEO 8778295500 2026-05-14 true ZELJKO POPOVIC P01795951 3126651000 2026-05-14 2024 2025-03-06 01:10:19Z X THOMAS JACKIEWICZ 5841 S Maryland Avenue Chicago IL 60637 66145410 false X UCHICAGOMEDICINE.ORG X 2015 IL TO ADVANCE THE SHARED MISSION OF UCM MEDICAL GROUP, INC. AND THE UNIVERSITY OF CHICAGO MEDICAL CENTER BY PROMOTING (CONTINUED ON SCHEDULE O) 12 0 566 0 0 0 56102869 64719228 -1967548 7727 1417863 54135321 66144818 0 0 25015459 53876625 0 0 39548729 36992886 64564188 90869511 -10428867 -24724693 84406063 94946026 126404586 308380123 -41998523 -213434097 X TO ADVANCE THE SHARED MISSION OF UCM MEDICAL GROUP, INC. AND THE UNIVERSITY OF CHICAGO MEDICAL CENTER BY PROMOTING COMMUNITY HEALTH THROUGH THE EMPLOYMENT AND ENGAGEMENT OF PHYSICIANS AND OTHER PROFESSIONALS WITH THE OBJECTIVE OF PROVIDING HIGH QUALITY, COST EFFICIENT, AND EFFECTIVE CARE TO THE UNIVERSITY OF CHICAGO MEDICAL CENTER AND THE COMMUNITY. false false 38618425 17898820 PRIMARY CARE: Primary care practices provide expert care for preventive health and routine checkups. UCM Medical Group, Inc. has a world-renowned network of physician specialists who can help with any medical issues that arise. A primary care physician (PCP) is a patient's main health care provider and is involved in short and long-term medical care. Every type of primary care physician is on staff, including Family Medicine Physicians, Geriatricians, Gynecologists, Internists, and Pediatricians. Many clinics also employ nurse practitioners. As a result, patients can receive the primary care services needed across a patient's lifetime. PCPs work side by side with any specialists to treat a disease or condition. Together, PCPs and specialists effectively co-manage patient health and ensure that patients receive comprehensive, coordinated care. (CONTINUED ON SCHEDULE O) 6984921 4519068 OB/GYN: Experts at UCM Medical Group, Inc. provide a full spectrum of general and specialized obstetric and gynecologic care. From preventive well woman exams and prenatal care to minimally invasive surgery and high-risk pregnancy care, our team offers the latest advancements in reproductive health for women and girls. 4384033 3454733 ANESTHESIOLOGY: UCM Medical Group, Inc. 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 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. 37965388 40264470 Other UCM Medical Group, Inc. specialties include Diabetes, Oncology, Rheumatology, Vascular, Multispecialty, Endocrinology, Dermatology, Cardiology, Radiology Oncology, Gastroenterology, Physical Therapy, Pediatrics, Surgery, Podiatry, Nephrology, Psychiatry, ENT, Neurology, pain management, and orthopedics. 37965388 40264470 87952767 true false false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false true true false false false false true 40 0 true 566 true false false false false false false false false false false false false X 12 0 false false true false true true true true true false false false true true true true true true true true false false X PHILLIP KAUFMAN 7737021998 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 AMY ROSS DIRECTOR/PRESIDENT (EFF. 7/1/24) 1.0 42.0 X X 0 1176534 189822 AYTEK OTO MD BOARD CHAIR AND DIRECTOR 1.0 41.0 X X 0 1255492 96166 AMIT JOSHI MD DIRECTOR 40.0 0 X 799122 0 66233 DEBRA STULBERG MD DIRECTOR 1.0 40.0 X 0 353536 70638 KARA DAVIS MD DIRECTOR 1.0 40.0 X 346457 0 54623 KAVEH RAHMANI DO DIRECTOR 1.0 42.0 X 804743 0 40481 KENNETH NUNES MD DIRECTOR/VP AND CHIEF AMBULATORY OFFICER 1.0 40.0 X 0 843805 121161 KIMBERLY KRUCZEK DO DIRECTOR 1.0 40.0 X 725600 0 29280 MICHAEL ANTONIADES DIRECTOR/PRESIDENT, INGALLS 1.0 43.0 X 0 1241148 155102 MITCH POSNER MD DIRECTOR 1.0 40.0 X 0 986891 57218 NAOUM ISSA MD DIRECTOR 1.0 40.0 X 0 320116 92054 SACHIN SHAH MD DIRECTOR 1.0 40.0 X 0 375635 65450 DANICA LEIGH SECRETARY (EFF. NOV 2024) 1.0 40.0 X 0 145511 14068 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER (THRU 12/31/24) 1.0 58.0 X 0 1795872 252606 MICHELLE SALOMON TREASURER 1.0 45.0 X 0 439364 55816 ELIZABETH PEART VP NETWORK DEVELOPMENT 40.0 0 X 381853 0 82359 MICHAEL LISTON JR PHYSICIAN 40.0 0 X 536507 0 53929 MURTUZA RAMPURWALA MD PHYSICIAN 40.0 0 X 1060263 0 67254 NASREEN ANSARI MD PHYSICIAN 40.0 0 X 561723 0 72585 RICHARD HARRIS MD PHYSICIAN 1.0 40.0 X 711240 0 55270 SURYA KUMAR PHYSICIAN 40.0 0 X 754723 0 34661 LESLIE LES R STERN FORMER PRESIDENT, CARE NETWORK (THRU 3/31/24) 0.0 43.0 X 0 824123 51673 6682231 9758027 1778449 140 true true false THE UNIVERSITY OF CHICAGO 6054 S Drexel Ave Suite 342 Chicago IL 60637 Physician Services 2835290 CARDINAL HEALTH VL PO BOX 70539 CHICAGO IL 60673 Supply chain services 453299 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 Physician Services 341862 BEE LINE SUPPORT INC PO BOX 5450 CAROL STREAM IL 60197 Cleaning Services 282892 SUPPLY LOGISTICS & PROCUREMENT SERVICES LLC PO BOX 87125 CHICAGO IL 60680 Supply Chain Services 226648 6 0 0 NET PATIENT REVENUE 624100 62255737 62255737 CAPITATION REVENUE 900099 1684370 1684370 IPG INCENTIVE REVENUE 900099 736264 736264 HOSPICE REVENUE 621610 24846 24846 OTHER OPERATING 900099 18011 18011 0 0 0 0 64719228 0 0 0 0 0 8319 592 0 7727 7727 7727 PSA REVENUE 624100 1407071 1407071 MISCELLANEOUS REVENUE 900099 10792 10792 0 0 0 0 1417863 66144818 66137091 0 7727 X 3461051 2947679 513372 41820771 41582213 238558 969204 829979 139225 6345543 5688810 656733 1280056 1066321 213735 293 293 11194 11194 16848 16848 18817338 18732162 85176 0 415019 410495 4524 163033 163033 3700631 2672524 1028107 155673 155673 128235 128235 3021021 3021021 4733537 4713320 20217 DRUGS AND MEDICAL SUPPLIES 5425800 5425800 PARKING 200120 200120 IMPLANTS 50869 50869 EQUIPMENT RENTAL/MAINTENANCE 38407 38201 206 114868 114825 43 0 90869511 87952767 2916744 0 5749152 8840686 0 0 0 0 239522 1454119 38052410 23357470 13412926 14694940 0 0 9043869 9510272 55960594 60446009 84406063 94946026 3880782 10143758 0 0 122523804 298236365 126404586 308380123 X -41998523 -213434097 -41998523 -213434097 84406063 94946026 X -24724693 -146710881 X false true true false X 196970 0 0 0 0 196970 13573523 25114625 30130143 56102869 66126299 191047459 0 0 0 13770493 25114625 30130143 56102869 66126299 191244429 0 0 0 0 0 0 4965776 8392 0 0 0 4974168 4965776 8392 0 0 0 4974168 186270261 274586 254639 0 0 529225 0 0 274586 254639 0 0 529225 0 0 0 0 0 10792 10792 13770493 25389211 30384782 56102869 66137091 191784446 0.97125 0.9582 0 0.004 X Schedule A, Part III, Line 12 Miscellaneous Revenue Miscellaneous revenue reported on Schedule A, Part III, Line 12, column (e) consists primarily of incidental items such as reimbursements, administrative recoveries, and other minor non-contribution revenue recorded in the ordinary course of operations. Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 10792.0, COLUMN F - 10792.0; 0 0 24241074 15313358 8927716 13811336 8044112 5767224 14694940 Due from affiliates 58749858 Capital leases 1696151 60446009 Federal Income Taxes INTERCOMPANY PAYABLE 287782261 LEASE PAYABLE 9542677 ESTIMATED 3RD PARTY PAYOR SETTLEMENTS 911427 298236365 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UCM MEDICAL GROUP, INC. 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, UCM MEDICAL GROUP INC. DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. true true false false false false false true false LESLIE LES R STERN FORMER PRESIDENT, CARE NETWORK (THRU 3/31/24) 0 75798 0 77595 0 670730 0 6753 0 44920 0 875796 0 252164 AYTEK OTO MD BOARD CHAIR AND DIRECTOR 0 918687 0 336805 0 0 0 27600 0 68566 0 1351658 0 0 AMY ROSS DIRECTOR/PRESIDENT (EFF. 7/1/24) 0 825986 0 340221 0 10327 0 162941 0 26881 0 1366356 0 0 MICHAEL ANTONIADES DIRECTOR/PRESIDENT, INGALLS 0 865199 0 217433 0 158516 0 112323 0 42779 0 1396250 0 0 KARA DAVIS MD DIRECTOR 197802 0 147431 0 1224 0 17194 0 37429 0 401080 0 0 0 NAOUM ISSA MD DIRECTOR 0 235621 0 84495 0 0 0 26646 0 65408 0 412170 0 0 AMIT JOSHI MD DIRECTOR 377839 0 420469 0 814 0 25875 0 40358 0 865355 0 0 0 KIMBERLY KRUCZEK DO DIRECTOR 498624 0 226441 0 535 0 17250 0 12030 0 754880 0 0 0 KENNETH NUNES MD DIRECTOR/VP AND CHIEF AMBULATORY OFFICER 0 554676 0 106496 0 182633 0 83627 0 37534 0 964966 0 0 MITCH POSNER MD DIRECTOR 0 739164 0 247727 0 0 0 27600 0 29618 0 1044109 0 0 KAVEH RAHMANI DO DIRECTOR 509809 0 294451 0 483 0 17250 0 23231 0 845224 0 0 0 SACHIN SHAH MD DIRECTOR 0 365013 0 10622 0 0 0 27600 0 37850 0 441085 0 0 DEBRA STULBERG MD DIRECTOR 0 324136 0 29400 0 0 0 27231 0 43407 0 424174 0 0 DANICA LEIGH SECRETARY (EFF. NOV 2024) 0 145511 0 0 0 0 0 0 0 14068 0 159579 0 0 MICHELLE SALOMON TREASURER 0 315372 0 108709 0 15283 0 52587 0 3229 0 495180 0 0 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER (THRU 12/31/24) 0 947364 0 833378 0 15130 0 214114 0 38492 0 2048478 0 0 ELIZABETH PEART VP NETWORK DEVELOPMENT 310987 0 62806 0 8060 0 41841 0 40518 0 464212 0 0 0 NASREEN ANSARI MD PHYSICIAN 367790 0 192263 0 1670 0 25875 0 46710 0 634308 0 0 0 RICHARD HARRIS MD PHYSICIAN 477805 0 231202 0 2233 0 17250 0 38020 0 766510 0 0 0 SURYA KUMAR PHYSICIAN 747179 0 0 0 7544 0 17250 0 17411 0 789384 0 0 0 MICHAEL LISTON JR PHYSICIAN 341774 0 194272 0 461 0 17250 0 36679 0 590436 0 0 0 MURTUZA RAMPURWALA MD PHYSICIAN 544783 0 514945 0 535 0 25875 0 41379 0 1127517 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION OF THE PRESIDENT OF UCM MEDICAL GROUP, INC. 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/SURVEYS, 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 I, Line 4a Severance or change-of-control payment IN CALENDAR YEAR 2024, THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FOLLOWING THEIR TERMINATION OF EMPLOYMENT. LESLIE (LES) STERN - $415,978 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2025 FOR CALENDAR YEAR 2024: MICHAEL ANTONIADES KENNETH NUNES ELIZABETH PEART MICHELLE SALOMON 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. THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL RETIREMENT PLAN FOLLOWING THEIR TERMINATION OF EMPLOYMENT, IN ACCORDANCE WITH THE GOVERNING PLAN DOCUMENT. LESLIE (LES) STERN - $252,164 THESE DISTRIBUTIONS WERE REPORTED AS TAXABLE INCOME AND ARE INCLUDED IN THE COMPENSATION DISCLOSED IN SCHEDULE J IN THE REPORTED YEAR. Schedule J, Part I, Line 7 Non-fixed payments NINE PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-RECURRING PAYMENTS DURING CALENDAR YEAR 2024. ONE PERSON RECEIVED A SIGN-ON BONUS AND A PRODUCTIVITY BONUS, AND EIGHT PEOPLE RECEIVED NON-FIXED PAYMENTS RELATED TO PRODUCTIVITY OR PERFORMANCE BONUSES. Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNT DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY, SERVING UCM MEDICAL GROUP, INC. 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). UCM MEDICAL GROUP, INC.-EMPLOYED EXECUTIVES ARE INELIGIBLE. Schedule J, Part II TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 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, THIS COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCM MEDICAL GROUP, INC. OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES): LESLIE (LES) STERN Form 990, Part I, Line 1 BRIEF MISSION COMMUNITY HEALTH THROUGH THE EMPLOYMENT AND ENGAGEMENT OF PHYSICIANS AND OTHER PROFESSIONALS WITH THE OBJECTIVE OF PROVIDING HIGH QUALITY, COST EFFICIENT, AND EFFECTIVE CARE TO THE UNIVERSITY OF CHICAGO MEDICAL CENTER AND THE COMMUNITY. Form 990, Part III, Line 4a Services provided include Annual wellness exams and preventive screenings for men, women and children, Immunizations and developmental screenings for children, Onsite outpatient procedures and diagnostics, School and sports physicals, Care for urgent medical issues, such as upper respiratory infections, urinary tract infections, sprains and bronchitis, and Care for common chronic conditions, such as diabetes, allergies, high blood pressure, asthma, arthritis, anxiety and depression. Many clinics also have onsite lab testing (e.g., blood sugar readings, urine analysis) so testing can be done at the same time patients visit physicians. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 37,965,388 including grants of $)(Revenue $ 40,264,470) Other UCM Medical Group, Inc. specialties include Diabetes, Oncology, Rheumatology, Vascular, Multispecialty, Endocrinology, Dermatology, Cardiology, Radiology Oncology, Gastroenterology, Physical Therapy, Pediatrics, Surgery, Podiatry, Nephrology, Psychiatry, ENT, Neurology, pain management, and orthopedics. Form 990, Part IV, Line 1 Organization described in section 501(c)(3) UCM Medical Group, Inc. (f/k/a UCM CARE NETWORK MEDICAL GROUP, INC.) was formed on May 21, 2015 as an Illinois Not-For Profit Corporation. It has at all times operated exclusively for charitable, scientific or educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986. The primary purpose of the corporation is to support the furtherance of the charitable purposes of the University of Chicago Medical Center. UCM Medical Group, Inc. was granted exemption from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3) effective October 29, 2019. UCM Medical Group, Inc. filed a name change with the State of Illinois on 12/13/2024. The new name of the corporation is UCM Medical Group, Inc. Form 990, Part VI, Line 4 Significant changes to organizational documents DURING FISCAL YEAR 2025, THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS LEGAL NAME FROM UCM CARE NETWORK MEDICAL GROUP INC. TO UCM MEDICAL GROUP INC. THIS CHANGE WAS APPROVED BY THE BOARD OF DIRECTORS AND FILED WITH THE APPLICABLE STATE AUTHORITIES. NO OTHER SUBSTANTIVE CHANGES WERE MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF UCM MEDICAL GROUP, INC. IS UCHICAGO MEDICINE NETWORK, INC. ("UCMN"), A NOT FOR-PROFIT ENTITY. THE SOLE MEMBER OF UCHICAGO MEDICINE NETWORK, INC. IS UNIVERSITY OF CHICAGO MEDICAL CENTER, A NOT FOR-PROFIT ENTITY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body UChicago Medicine Network, Inc. is sole member of the Corporation. As such, UChicago Medicine Network, Inc. appoints the members of the Corporation's Board of Directors, and the governance of the Corporation is subject in all respects to the reserved powers of UChicago Medicine Network, Inc., as set forth in the Corporation's By-Laws. 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 ACTING IN THE BEST INTERESTS OF THE CORPORATION AS DETERMINED BY THE MEMBER AT ITS SOLE DISCRETION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE GOVERNANCE AND OPERATIONS OF UCM MEDICAL GROUP, INC. SHALL BE SUBJECT IN ALL RESPECTS TO THE MEMBER'S RIGHT TO EXERCISE ITS RESERVED POWERS. THE RESERVED POWERS SHALL INCLUDE THE RIGHT TO (A) ADOPT, APPROVE AMENDMENTS TO, OR AMEND ANY STATEMENT OF PHILOSOPHY, MISSION, MISSION INTEGRATION, OR VALUES OR ANY NAME, LOGO, OR MARK; (B) ADOPT, APPROVE AMENDMENTS TO, OR AMEND THE ARTICLES OF INCORPORATION; (C) ADOPT, APPROVE AMENDMENTS TO, OR AMEND THE BYLAWS; (d) Appoint the Directors, and remove the Directors, with or without cause; (e) Appoint the officers, and remove the officers, with or without cause; (f) Approve the recommendation of the Board of Directors to appoint or remove the Board of Directors, any one or more Directors of the Corporation, and the Chairperson or President of the Corporation; (g) approve the purchase, sale, alienation, exchange, lease or encumbrance of any real property, which property has a value in excess of limits set from time to time by the Member; (h) Approve the operating and capital budgets, and any deviations from such budgets in an amount or percentage specified by the Member from time to time; (i) Approve the strategic plan and annual goals; (j) Approve the sale of substantially all of the assets; (k) Approve the merger or dissolution; (l) Approve the financial policies and procedures and approve any deviations from such policies and procedure; (m) Outside of the budgeting process of the Corporation, approve or amend changes to a substantial part or all of the price list or chargemaster of the Corporation for patient services; (n) Adopt and amend employee and independent contractor template agreements and compensation ranges, plans, policies and methodologies (including the awarding of any incentive compensation) and benefits; (o) Initiate and/or approve any change in the Corporation's tax status proposed by the Board of directors and approve any changes in mission or activities that may impact the Corporation's tax status; and (p) Approve the incurrence or the guarantee of any indebtedness in any form, including all leases (operating and capitalized leases) as defined under generally accepted accounting principles, by the Corporation over limits established from time to time by Member. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared internally by the UCMC tax department using information provided by management 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 policy UCM MEDICAL GROUP, INC. 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, UCM MEDICAL GROUP, INC. 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 TRUSTEE OR RELATED PARTY HAS A POTENTIAL CONFLICT OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official UNIVERSITY 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 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 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 employees AN 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 public UCM MEDICAL GROUP, INC.'S BYLAWS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOLLOWING DOCUMENTS WERE, AS OF THE TIME OF COMPLETING 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 Form 990, Part IX, Line 11g Other Fees Physician Services - Total Expense: 14360272, Program Service Expense: 14360272, Management and General Expenses: , Fundraising Expenses: ; Contract Labor - Total Expense: 3818232, Program Service Expense: 3818232, Management and General Expenses: , Fundraising Expenses: ; Other Contract Services - Total Expense: 346298, Program Service Expense: 345460, Management and General Expenses: 838, Fundraising Expenses: ; LAUNDRY SERVICES - Total Expense: 191067, Program Service Expense: 191067, Management and General Expenses: , Fundraising Expenses: ; PROGRAM SUPPORT SERVICES - Total Expense: 101231, Program Service Expense: 16893, Management and General Expenses: 84338, Fundraising Expenses: ; NON-EMPLOYEE SALARY EXPENSE - Total Expense: 238, Program Service Expense: 238, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSET TRANSFER OF PRIMARY HEALTHCARE ASSOCIATES, SC - -XXX-XX-XXXX; Total - -XXX-XX-XXXX; UCM MEDICAL GROUP SUB LLC ONE INGALLS DRIVE HARVEY IL 60426 364132865 HEALTHCARE IL 12330042 6852451 UCM MEDICAL GROUP INC ADVENTIST BOLINGBROOK HOSPITAL 500 REMINGTON BLVD BOLINGBROOK IL 60440 651219504 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST GLENOAKS HOSPITAL 701 WINTHROP AVE GLENDALE HEIGHTS IL 60139 363208390 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST HEALTH PARTNERS INC 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 364138353 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false ADVENTIST MIDWEST HEALTH 120 N OAK STREET HINSDALE IL 60521 362276984 2 HOSPITALS IL 501(c)(3) 3 NA false AHP SPECIALTY CARE NFP 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 811105774 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false AHS MIDWEST MANAGEMENT INC 500 REMINGTON BLVD BOLINGBROOK IL 60440 363354567 PHYSICIAN PRACTICE MANAGEMENT IL 501(c)(3) Type I ADVENT MIDWEST HEALTH false ARCH DEVELOPMENT CORPORATION 5555 S WOODLAWN AVENUE CHICAGO IL 60637 363485244 TECH TRANSFER IL 501(c)(3) Type I UCHICAGO false CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH STREET CHICAGO IL 60637 362167012 POLICY RESEARCH CENTER IL 501(c)(3) 7 NA false CHICAGO HOME FOR THE INCURABLES 5801 S ELLIS AVENUE CHICAGO IL 60637 362169138 SUPP RESEARCH IL 501(c)(3) Type I UCHICAGO false CHICAGO TUMOR INSTITUTE 5801 S ELLIS AVENUE CHICAGO IL 60637 237136019 SUPP RESEARCH IL 501(c)(3) Type I UCHICAGO false COURT THEATRE FUND 5535 S ELLIS AVENUE CHICAGO IL 60637 363203660 SUPP THE ARTS IL 501(c)(3) Type I UCHICAGO false FERMI FORWARD DISCOVERY GROUP LLC 5801 S ELLIS AVENUE CHICAGO IL 60637 933319101 MANAGEMENT IL 501(c)(3) 7 UCHICAGO false FERMI RESEARCH ALLIANCE LLC PO BOX 500 BATAVIA IL 60510 571239010 MANAGE LAB IL 501(c)(3) 7 NA false HYMEN MILGROM SUPPORTING ORGANIZATION 33 N LASALLE ST SUITE 2131 CHICAGO IL 60602 466789522 SUPP EDUCATION RESEARCH VA 501(c)(3) Type III-O NA false INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(c)(3) 3 UCMN false LAKE PARK ASSOCIATES 5801 S ELLIS AVENUE CHICAGO IL 60637 366111317 PROPERTY HOLDING IL 501(c)(2) UCHICAGO false NATIONAL OPINION RESEARCH CENTER 55 E MONROE AVENUE CHICAGO IL 60603 362167808 SO SCI SURVEYS IL 501(c)(3) 7 NA false QUADRANGLE CLUB 5801 S ELLIS AVENUE CHICAGO IL 60637 361655190 SOCIAL CLUB IL 501(c)(7) UCHICAGO false SOUTHEAST CHICAGO COMMISSION 1511 EAST 53RD ST CHICAGO IL 60615 362226282 ECONOMIC DEV IL 501(c)(3) 7 UCHICAGO false THE JOHN CRERAR FOUNDATION 5730 S ELLIS AVENUE CHICAGO IL 60637 363155157 SUPPORT THE LIBRARY IL 501(c)(3) Type III-O NA false THE MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 042104690 RESEARCH AND EDUCATION MA 501(c)(3) 7 UCHICAGO false UCHICAGO MEDICINE NETWORK INC ONE INGALLS DRIVE HARVEY IL 60426 363181170 PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICES IL 501(c)(3) Type I UCMC false UCHICAGO MEDICINE NORTHWEST INDIANA INC 10855 VIRGINIA ST CROWN POINT IN 46307 922355855 HOSPITAL IN 501(c)(3) 3 UCMN false UCHICAGO RESEARCH INTERNATIONAL LTD 5801 S ELLIS AVENUE CHICAGO IL 60637 262741573 RESEARCH IL 501(c)(3) Type I UCHICAGO false UCM HOME CARE ONE INGALLS DRIVE HARVEY IL 60426 363367939 HEALTHCARE IL 501(c)(3) 10 UCMN false UCM MEDICAL GROUP SUB LLC (FKA PRIMARY HEALTHCARE ASSOCIATES SC) 71 W 156TH STREET HARVEY IL 60426 364132865 HEALTHCARE IL 501(c)(3) 10 UCM Med Grp true UCM NETWORK DEVELOPMENT FOUNDATION ONE INGALLS DRIVE HARVEY IL 60426 363189150 SUPPORT IL 501(c)(3) 7 UCMN false UCM NFP COMMUNITY VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 AMBULATORY IL 501(c)(3) Type I UCMN false UCMC TITLE HOLDING CORPORATION 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 812126789 TITLE HOLDING IL 501(c)(3) Type I UCMC false UCMC TITLE HOLDING CORPORATION II NFP 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 821736040 TITLE HOLDING IL 501(c)(3) Type I UCMC false UNIV OF CHGO BOOTH SCHL OF BUSINESS One Bartholomew Close Barts Square LONDON UK EC1A7BL EDUCATION UK UCHICAGO false UNIV OF CHGO BOOTH SCHL OF BUSINESS 101 PENANG RD SINGAPORE SN 238466 EDUCATION SN UCHICAGO false UNIV OF CHGO FOUNDATION IN HONG KONG LTD RM 100 FAR EAST CTR C/O WM FAN CO HONG KONG HK FUNDRAISING HK UCHICAGO false UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 EDUCATION & RESEARCH IL 501(c)(3) 2 NA false UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION 5801 S ELLIS AVENUE CHICAGO IL 60637 366056201 SUPP RESEARCH IL 501(c)(3) Type I UCHICAGO false UNIVERSITY OF CHICAGO CENTER IN PARIS 6 RUE THOMAS MANN PARIS FR 75013 EDUCATION FR UCHICAGO false UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION 5801 S ELLIS AVENUE CHICAGO IL 60637 364225812 EDUCATION IL 501(c)(3) 2 UCHICAGO false UNIVERSITY OF CHICAGO CLOISTERS CLUB 1212 E 59TH STREET CHICAGO IL 60637 SOCIAL CLUB IL UCHICAGO false UNIVERSITY OF CHICAGO MEDICAL CENTER 5841 S MARYLAND AVENUE CHICAGO IL 60637 363488183 HOSPITAL IL 501(c)(3) 3 UCHICAGO false UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION 5801 S ELLIS AVENUE CHICAGO IL 60637 366108743 PROPERTY HOLDING IL 501(c)(2) UCHICAGO false UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363999692 MEDICAL TRUST IL 501(c)(3) Type I UCHICAGO false UNIVERSITY OF CHICAGO SELF INSURANCE TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363020034 MALPRACTICE TRUST IL 501(c)(3) Type I UCHICAGO false UNIVERSITY OF CHICAGO TRUST (INDIA) L-9 east wing raheja towers mg r BANGALORE karnataka IN 560001 FUNDRAISING IN UCHICAGO false ADVENTIST MIDWESTUSP SURGERY CENTERS LLC 14201 DALLAS PARKWAY DALLAS TX 75254 203256430 SURGERY CENTER IL NA N/A false false CAIRNGORM CAPITAL PARTNERS III ANNEX LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CAIRNGORM CAPITAL PARTNERS III CO-INVEST B LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CAIRNGORM CAPITAL PARTNERS III CO-INVEST C LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CAIRNGORM CAPITAL PARTNERS III CO-INVEST D LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CHALFEN VENTURES CO-INVEST II LP IFC 6 THE ESPLANADE ST HELIER JE JE40QH INVESTMENT JE NA N/A false false HARPER COURT VENTURES FUND I LP 555 BRYANT STREET 380 PALO ALTO CA 94301 993916542 INVESTMENT CA NA N/A false false INGALLS SAME DAY SURGERY 6701 W 159TH ST TINLEY PARK IL 60477 363368549 SURGERY CENTER IL NA N/A false false IRON POINT REAL ESTATE PARTNERS - TE(C) LP 201 MAIN STREET SUITE 2300 FORT WORTH TX 76102 260526955 INVESTMENT TX NA N/A false false JAPAN ABSOLUTE VALUE FUND LP 201 WASHINGTON ST BOSTON MA 02108 854345851 INVESTMENT MA NA N/A false false LONG PATH PARTNERS FUND LP 1 LANDMARK SQUARE UNIT 1920 STAMFORD CT 06901 831603096 INVESTMENT CT NA N/A false false LORIENT ROBIN INVESTMENT LP 550 W MERRILL ST SUITE 210 BIRMINGHAM MI 48009 993241797 INVESTMENT MI NA N/A false false NEEDLE 2023-1 LLC 548 MARKET ST SAN FRANCISCO CA 94104 931514126 INVESTMENT CA NA N/A false false NYDIG DIGITAL ASSETS FUND V LP 1 VANDERBILT AVE NEW YORK NY 10017 362177139 INVESTMENT NY NA N/A false false SILKROAD ASIA VALUE PTNERS II CO VISTRA (CAYMAN) LIMITED PO BOX 31119 GRAND PAVILION CJ INVESTMENT CJ NA N/A false false SUNTX CAPITAL PARTNERS LP 5420 LBJ FREEWAY SUITE 1000 DALLAS TX 75240 752934043 INVESTMENT TX NA N/A false false SYSTEMATIC HOLDING C AB RIDDARGATAN 7A STOCKHOLM SW 11435 981773644 INVESTMENT SW NA N/A false false ABRAMS BISON OFFSHORE FUND LTD PO BOX 10293 27 HOSPITAL ROAD GEORGE TOWN GRAND CAYMAN CJ KY11003 INVESTMENT CJ UChicago C Corporation false CAPSTONE CPP 2012 1 FUND 190 ELGIN AVENUE GEORGE TOWN GRAND CAYMAN CJ KY19008 INVESTMENT CJ UChicago C Corporation false CHARITABLE LEAD TRUST (0) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR LEAD TRUST IL UChicago Trust false CHARITABLE REMAINDER TRUSTS (69) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR RMDR TRUST IL UChicago Trust false EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMIT ED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 981571310 LIAB INSURANCE CJ UCMN C Corporation false HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 981571446 LIAB INSURANCE CJ UCMN C Corporation false INGALLS CASUALTY INSURANCE LTD ONE INGALLS DRIVE HARVEY CJ 980485714 LIAB INSURANCE CJ UCMN C Corporation false INGALLS HEALTH COUNCIL ONE INGALLS DRIVE HARVEY IL 60426 273226539 PURCHASING GROUP IL UCMN C Corporation false INGALLS PROVIDER GROUP ONE INGALLS DRIVE HARVEY IL 60426 363485578 INSURANCE SERVICE IL IMH C Corporation false KOHINOOR CORE (CAYMAN) FUND PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY11104 INVESTMENT CJ UChicago C Corporation false NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L IMITED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 981571387 LIAB INSURANCE CJ UCMN C Corporation false PENSO FUND PLATFORM SPC - SEG PORT PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY11004 981360251 INVESTMENT CJ UChicago C Corporation false PHOENIX OVERLAY FUND LTD 401 N MICHIGAN AVE C/O INVST OFFIC CHICAGO CJ INVESTMENT CJ UChicago C Corporation false POOLED INCOME FUND (1) 5801 S ELLIS AVENUE CHICAGO IL 60637 POOLED INCO FUND IL UChicago C Corporation false SC CURRICULUM INC 70 WEST MADISON ST CHICAGO IL 60602 SCNC CURRICULUM IL UChicago C Corporation false SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED REGATTA OFFICE PARK WEST BAY ROAD PO BOX 10233 GRAND CAYMAN CJ KY11002 LIAB INSURANCE CJ UCMN C Corporation false STANDARD GENERAL OFFSHORE FUND LTD 767 5TH AVE 12TH FLOOR NEW YORK CITY NY 10153 INVESTMENT UChicago C Corporation false TARPON ALL EQUITIES FUND LP MAPLES CORPORATE SERVICES LTD OP UGLAND HOUSE OUTH CHURCH ST GRAND CAYMAN CJ INVESTMENT CJ UChicago C Corporation false TRULEN INSURANCE SPC LIMITED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 LIAB INSURANCE CJ UCMN C Corporation false UCHICAGO (BEIJING) CONSULTING CO LTD UNIT 1-10 CULTURE PL OF REMMIN UNI BEIJING CH CONSULTING CH URI C Corporation false UCHICAGO CENTER IN INDIA PRIVATE LIMITED UNIT 5-10 GRD FL DLF CAPITAL POINT NEW DEHLI IN CONSULTING IN UChicago C Corporation false UCM SERVICES CORPORATION ONE INGALLS DRIVE HARVEY IL 60426 BILLING & MGMT IL UCMN C Corporation false VIEWFORTH EUROPEAN EQUITY FUND LIMITED 190 ELGIN AVENUE GRAND CAYMAN CJ KY19001 INVESTMENT CJ UChicago C Corporation false WHITEOAK AVOLUTION CO-INVESTMENT TRUST LEVEL 1 33 LOFTUS STREET SYDNEY AS NSW2000 INVESTMENT AS UChicago Trust false WHITEOAK IIB TRUST LEVEL 32 200 GEORGE STREET SYDNEY AS NSW,2000 INVESTMENT AS UChicago Trust false false false false false false false false false false false true false false true true false true false false Schedule R, Part II Although each of UCMC and Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) and its wholly-owned subsidiary, Adventist Health System/Sunbelt, Inc. (AHSSI), appoint only half of Adventist Midwest Health (AMH's) Board of Directors, and thus neither technically has control over AMH based on the definition of "control" in the Schedule R instructions, the affiliation between UCMC and AMH gives UCMC a significant amount of control over AMH, and therefore AMH and its subsidiaries are being reported on the Schedule R of UCMC. For GAAP reporting, UCMC's consolidated financial statements reflect UCMC's controlling interest in the net assets and operations of AMH. Furthermore, the University of Chicago controls both UCMC (by virtue of being its sole member) and AMH and its subsidiaries (within the meaning of Reg §53.4968-3(b)(2)(iii)). As a result, UCMC and AMH and its subsidiaries are related by reason of both being controlled by the University of Chicago (though the University's control over AMH is within the meaning of Reg §53.4968-3(b)(2)(iii)) rather than the Schedule R instructions).