Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
University of Chicago Medical Center
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
5841 South Maryland Ave MC 1086
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60637
D Employer identification number

36-3488183
E Telephone number

G Gross receipts $ 3,104,161,745
F Name and address of principal officer:
THOMAS JACKIEWICZ
5841 South Maryland Ave MC 1086
Chicago,IL60637
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UCHICAGOMEDICINE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1986
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 55
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 50
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 12,762
6 Total number of volunteers (estimate if necessary) ............. 6 420
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,643,398
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 486,932
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 20,433,586 12,254,617
9 Program service revenue (Part VIII, line 2g) ......... 2,554,080,885 2,829,541,247
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 72,236,383 37,721,912
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 133,615 5,544,918
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,646,884,469 2,885,062,694
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 656,530 879,703
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,071,461,064 1,178,673,629
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet23,844    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,367,046,406 1,553,732,159
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,439,164,000 2,733,285,491
19 Revenue less expenses. Subtract line 18 from line 12....... 207,720,469 151,777,203
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,002,513,648 4,355,014,169
21 Total liabilities (Part X, line 26)............. 1,658,847,463 2,010,430,782
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,343,666,185 2,344,583,387
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,982,207,539 including grants of $   ) (Revenue $ 2,346,176,932 )
THE UNIVERSITY OF CHICAGO MEDICAL CENTER ("UCMC") IS A NATIONALLY RECOGNIZED LEADER IN PATIENT CARE, RESEARCH AND MEDICAL EDUCATION. RENOWNED FOR TREATING SOME OF THE MOST COMPLEX MEDICAL CASES, UCMC BRINGS THE VERY LATEST MEDICAL TREATMENTS TO PATIENTS IN CHICAGO'S SOUTH SIDE COMMUNITY, AND THROUGHOUT THE WORLD. IN THIS WAY, UCMC FURTHERS ITS COMMITMENT TO PATIENT CARE, CLINICAL PRACTICE AND COMMUNITY HEALTH. UCMC PARTNERS WITH THE UNIVERSITY OF CHICAGO PHYSICIANS GROUP AND THE PRITZKER SCHOOL OF MEDICINE TO EDUCATE THE NEXT GENERATION OF PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS. UCMC IS A LEADING PROVIDER OF COMPLEX CARE IN THE STATE OF ILLINOIS AND UCMC IS THE LARGEST PROVIDER OF MEDICAID SERVICES (BY ADMISSIONS AND PATIENT DAYS) ON THE SOUTH SIDE OF CHICAGO AND ONE OF THE LARGEST IN THE STATE OF ILLINOIS. (continued on schedule o)
4b (Code:   ) (Expenses $ 405,760,759 including grants of $   ) (Revenue $ 400,367,311 )
THE PHARMACY PROVIDES SERVICES TO BOTH OUR INPATIENTS AND OUTPATIENTS, INCLUDING EMPLOYEES AND STUDENTS OF UCMC AND THE UNIVERSITY OF CHICAGO. THE OUTPATIENT PHARMACY IS LOCATED IN THE DUCHOSSOIS CENTER FOR ADVANCED MEDICINE (DCAM) AND UCMC PHARMACY SERVICES IS LOCATED IN CALUMET CITY, IL. BOTH LOCATIONS CAN BE REACHED 24/7 VIA TELEPHONE. THE PHARMACY ALSO PROVIDES ADULT INFUSION SERVICES AT OUR FOUR INFUSION CENTER LOCATIONS (HYDE PARK, ORLAND PARK, RIVER EAST, AND SILVER CROSS). THE INPATIENT PHARMACY IS OPEN 24/7 AND PROCESSES APPROXIMATELY 458,000 MEDICATION ORDERS PER MONTH AND MAKES APPROXIMATELY 19,000 INTERVENTIONS PER MONTH. THE OUTPATIENT PHARMACY PROCESSES APPROXIMATELY 36,000 MEDICATION ORDERS PER MONTH. MEDS2BEDS MAKES APPROXIMATELY 208 INTERVENTIONS PER MONTH. AMBULATORY PHARMACY MAKES APPROXIMATELY 451 INTERVENTIONS PER MONTH. THE SPECIALTY PHARMACY MADE APPROXIMATELY 5,700 INTERVENTIONS DURING THE FISCAL YEAR.
4c (Code:   ) (Expenses $ 89,626,919 including grants of $   ) (Revenue $ 67,988,912 )
As a core component of the world-renowned UChicago Medicine, UChicago Medical Laboratories provides access to a full range of diagnostic services in clinical, anatomic, and genomic and molecular pathology, including specialized and esoteric testing. We also offer extensive consultation services through UChicago Medicine's clinical practices, which include more than 700 physicians and scientists. Our knowledgeable and highly professional staff serve UChicago Medicine entities, managed care organizations, non-affiliated hospitals, outpatient clinics, and private physicians' offices. We have a proven track record for quality testing with a quick turnaround time.
(Code:   ) (Expenses $ 13,057,605 including grants of $ 879,703 ) (Revenue $ 20,279,428 )
OTHER PROGRAM SERVICES INCLUDE FOOD SERVICE, EMERGENCY TRANSPORTATION, MEDICAL CENTER PARKING, AND MISCELLANEOUS RETAIL OPERATIONS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 13,057,605 including grants of $ 879,703 ) (Revenue $ 20,279,428 )
4e Total program service expensesMediumBullet2,490,652,822
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
376
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
12,762
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
55
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
50
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPHILLIP KAUFMAN150 HARVESTER DRIVE SUITE 300   BURR RIDGE,IL60527 (773) 834-2065
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KENNETH S POLONSKY MD
 
TRUSTEE EX OFFICIO (THRU 9/30/22)
20.0
.................
42.0
X   X       0 2,468,390 330,694
(2) MARK ANDERSON
 
TRUSTEE EX OFFICIO (EFF. 10/1/22)
20.0
.................
41.0
X   X       0 669,519 32,763
(3) THOMAS JACKIEWICZ
 
PRESIDENT
40.0
.................
3.0
X   X       2,303,568 0 335,026
(4) ALEXIS STRONGIN MD
 
TRUSTEE
1.0
.................
0
X           0 0 0
(5) ANDREW M ALPER
 
TRUSTEE
1.0
.................
1.0
X           0 0 0
(6) ASHLEY D JOYCE
 
TRUSTEE
1.0
.................
1.0
X           0 0 0
(7) BARRY E FIELDS
 
TRUSTEE
1.0
.................
0
X           0 0 0
(8) BARRY L MACLEAN
 
LIFE TRUSTEE
1.0
.................
0
X           0 0 0
(9) BRIAN MILLER
 
TRUSTEE
1.0
.................
0
X           0 0 0
(10) BRIEN M O'BRIEN
 
TRUSTEE (CHAIR)
1.0
.................
1.0
X           0 0 0
(11) CHERYL MAYBERRY-MCKISSACK
 
TRUSTEE
1.0
.................
0
X           0 0 0
(12) CRAIG J DUCHOSSOIS
 
LIFE TRUSTEE
1.0
.................
0
X           0 0 0
(13) CYNTHIA CHERESKIN
 
TRUSTEE
1.0
.................
0
X           0 0 0
(14) DAVID M RUBENSTEIN
 
TRUSTEE EX OFFICIO (EFF. 7/1/22)
1.0
.................
0
X           0 0 0
(15) DOUGLAS M COOK
 
TRUSTEE
1.0
.................
0
X           0 0 0
(16) ELLEN BLOCK
 
LIFE TRUSTEE
1.0
.................
0
X           0 0 0
(17) EMILY NICKLIN
 
TRUSTEE
1.0
.................
1.0
X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) GORDON SEGAL
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(19) HOWARD G KRANE
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(20) JAMES C STEPHEN
 
TRUSTEE (THRU 8/1/23)
1.0
.......................0
X           0 0 0
(21) JAMES S FRANK
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(22) JOHN A SVOBODA
 
TRUSTEE
1.0
.......................1.0
X           0 0 0
(23) JOHN D COONEY
 
TRUSTEE
1.0
.......................0
X           0 0 0
(24) JOHN D MABIE
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(25) JOHN D RAYIS
 
TRUSTEE
1.0
.......................0
X           0 0 0
(26) JONATHAN JONAS
 
TRUSTEE
1.0
.......................0
X           0 0 0
(27) JONATHAN KOVLER
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(28) JOSEPH NEUBAUER
 
TRUSTEE EX OFFICIO
1.0
.......................1.0
X           0 0 0
(29) JOSEPH P NOLAN
 
TRUSTEE
1.0
.......................1.0
X           0 0 0
(30) KA YEE C LEE
 
TRUSTEE EX OFFICIO (THRU 3/20/23)
1.0
.......................40.0
X           0 866,502 54,997
(31) KATHERINE BAIKER
 
TRUSTEE EX OFFICIO (EFF. 3/20/23)
1.0
.......................40.0
X           0 752,616 48,427
(32) KEVIN J BROWN
 
TRUSTEE
1.0
.......................0
X           0 0 0
(33) KEVIN M PURCELL
 
TRUSTEE
1.0
.......................2.0
X           0 0 0
(34) LARRY GILBERT
 
BOARD MEMBER (EFF. 5/25/23)
1.0
.......................0
X           0 0 0
(35) LOUIS PINKHAM IV
 
TRUSTEE
1.0
.......................0
X           0 0 0
(36) MARIO MOLINA
 
BOARD MEMBER (EFF. 5/25/23)
1.0
.......................0
X           0 0 0
(37) MICHAEL TANG
 
TRUSTEE
1.0
.......................0
X           0 0 0
(38) NICHOLAS K PONTIKES
 
TRUSTEE
1.0
.......................0
X           0 0 0
(39) NICKOL R HACKETT
 
TRUSTEE
1.0
.......................0
X           0 0 0
(40) PATRICK J KELLY
 
TRUSTEE
1.0
.......................0
X           0 0 0
(41) PAUL ALIVISATOS
 
TRUSTEE EX OFFICIO
16.0
.......................40.0
X           0 1,832,579 293,208
(42) PAUL F ANDERSON
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(43) PAUL G YOVOVICH
 
TRUSTEE
1.0
.......................1.0
X           0 0 0
(44) PAUL J CARBONE
 
TRUSTEE
1.0
.......................0
X           0 0 0
(45) PAULA WOLFF
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(46) PHILIP ALPHONSE
 
TRUSTEE
1.0
.......................0
X           0 0 0
(47) RACHEL D KOHLER
 
TRUSTEE
1.0
.......................1.0
X           0 0 0
(48) RENE MORA MD
 
TRUSTEE
1.0
.......................0
X           0 0 0
(49) ROBERT BEHAR MD
 
TRUSTEE
1.0
.......................0
X           0 0 0
(50) ROBERT G CLARK
 
TRUSTEE (THRU 12/31/22)
1.0
.......................0
X           0 0 0
(51) ROBERT J ZIMMER
 
TRUSTEE EX OFFICIO (THRU 7/1/22)
1.0
.......................40.0
X           0 3,314,058 108,882
(52) ROBIN M STEANS
 
TRUSTEE (THRU 5/1/23)
1.0
.......................0
X           0 0 0
(53) RODNEY L GOLDSTEIN
 
TRUSTEE
1.0
.......................1.0
X           0 0 0
(54) SCOTT SILVERMAN
 
TRUSTEE
1.0
.......................0
X           0 0 0
(55) SCOTT WALD
 
TRUSTEE
1.0
.......................0
X           0 0 0
(56) STANFORD J GOLDBLATT
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(57) STEPHANIE HARRIS
 
TRUSTEE
1.0
.......................0
X           0 0 0
(58) STEVEN MONTNER MD
 
TRUSTEE EX OFFICIO
1.0
.......................40.0
X           0 451,107 59,100
(59) TANDEAN RUSTANDY
 
TRUSTEE
1.0
.......................1.0
X           0 0 0
(60) TERRY L VAN DER AA
 
LIFE TRUSTEE
1.0
.......................0
X           0 0 0
(61) THOMAS DUCKWORTH
 
TRUSTEE
1.0
.......................0
X           0 0 0
(62) ANN MCCOLGAN
 
VP CHIEF TREASURY OFFICER (THRU 5/1/23)
40.0
.......................6.0
    X       453,543 0 87,898
(63) AUDRE G BAGNALL
 
EVP, BUS DEVELOP, CSO (12/31/22)
40.0
.......................2.0
    X       1,013,884 0 143,162
(64) IVAN SAMSTEIN
 
CHIEF FINANCIAL OFFICER
40.0
.......................9.0
    X       1,193,414 0 211,348
(65) JASON KEELER
 
EVP & CHIEF OPERATING OFFICER
40.0
.......................0
    X       880,299 0 143,868
(66) JENNIFER HILL
 
BOARD SEC/DEAN CHIEF OF STAFF
40.0
.......................2.0
    X       215,623 0 54,278
(67) JOHN SATALIC
 
SVP & GENERAL COUNSEL (THRU 2/1/23)
40.0
.......................0
    X       906,408 0 155,670
(68) KRISTA CURELL
 
EVP, Chief Integr. & Transf. Officer
40.0
.......................0
    X       777,902 0 123,243
(69) MICHELLE SALOMON
 
VP CHIEF TREASURY OFFICER (EFF. 5/2/23)
40.0
.......................6.0
    X       0 0 0
(70) RACHEL SPITZ
 
INTERIM GENERAL COUNSEL (EFF. 2/1/23)
40.0
.......................0
    X       346,818 0 51,723
(71) BRENDA BATTLE
 
SVP FOR COMMUNITY HEALTH TRANSFORMATION
40.0
.......................1.0
      X     662,829 0 101,033
(72) CANDIS KINKUS
 
VP, LABORATORY SERVICES (THRU 12/31/22)
40.0
.......................0
      X     517,472 0 51,868
(73) DENISE SCARPELLI
 
VP CHIEF PHARMACY OFFICER (EFF. 8/1/22)
40.0
.......................0
      X     340,766 0 44,584
(74) EMILY CHASE
 
SVP PT CARE & CNO
40.0
.......................5.0
      X     814,302 0 143,404
(75) ERIC TRITCH
 
VP, SUPPLY CHAIN
40.0
.......................0
      X     478,987 0 62,755
(76) GARY GASBARRA
 
VP PUBLIC PAYOR STRATEGY (THRU 12/6/22)
40.0
.......................2.0
      X     581,143 0 85,843
(77) JEFFREY MURPHY
 
VP WOMEN'S, CHILDREN'S AND EMERGENCY SERVICES
40.0
.......................0
      X     382,838 0 63,567
(78) JONATHAN BRICKMAN
 
VP CLINICAL PERIOPERATIVE AND PROCEDURAL SERVICES
40.0
.......................0
      X     383,166 0 77,943
(79) KATHY NAJARIAN
 
VP MANAGED CARE & PROGRAM DEVELOPMENT
40.0
.......................0
      X     547,336 0 65,463
(80) KEVIN COLGAN
 
VP CHIEF PHARMACY OFFICER (THRU 12/31/22)
40.0
.......................0
      X     345,894 0 32,096
(81) MARCO CAPICCHIONI
 
VP, FACILITIES DESIGN & CONSTRUCTION
40.0
.......................0
      X     631,782 0 100,423
(82) NICOLE FOUNTAIN
 
VP, REVENUE CYCLE
40.0
.......................0
      X     469,041 0 98,492
(83) NIDA SHEKHANI
 
VP, CANCER SERVICE
40.0
.......................0
      X     451,370 0 97,084
(84) PHILLIP KAUFMAN
 
VP, FINANCIAL SHARED SERVICES
40.0
.......................3.0
      X     480,935 0 88,599
(85) ROBERT J HANLEY
 
SVP, CHIEF HUMAN RESOURCES OFFICER - UCM (THRU 12/31/22)
40.0
.......................0
      X     914,495 0 148,877
(86) AMY ROSS
 
VP STRATEGIC PLANNING
40.0
.......................1.0
        X   669,466 0 118,154
(87) SHAYAN RAYANI
 
PHYSICIAN
40.0
.......................0
        X   721,630 0 51,145
(88) SIMONA CHIVU
 
PHYSICIAN
40.0
.......................0
        X   828,356 0 24,113
(89) SUNIL NARULA
 
PHYSICIAN
40.0
.......................0
        X   728,515 0 31,869
(90) TABRAIZ A MOHAMMED MD
 
PHYSICIAN
40.0
.......................0
        X   760,382 0 55,203
(91) MUMTAZ DARBAR
 
VP CLIN PRCTC & VICE DEAN (THRU 3/31/18)
0.0
.......................40.0
          X 0 1,105,574 106,617
(92) RICHARD W SILVERIA
 
FORMER CHIEF FINANCIAL OFFICER (THRU 4/22/21)
0.0
.......................0.0
          X 251,969 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 20,054,132 11,460,345 3,883,418
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2,702
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
University of Chicago

6054 S Drexel Ave
Chicago,IL60637
Physician Services 267,883,471
DELOITTE & TOUCHE LLP

111 S WACKER DR
CHICAGO,IL60606
ACCOUNTING AND IT CONSULTING 22,841,601
AYA HEALTHCARE INC

5930 CORNERSTONE COURT 300
SAN DIEGO,CA92121
HEALTHCARE STAFFING 15,117,930
EPIC SYSTEMS CORP

1979 MILKY WAY
VERONA,WI53593
SOFTWARE/CONSULTING 12,238,325
MEDIANT HEALTH RESOURCES

2355 E CAMELBACK ROAD 920
PHOENIX,AZ85016
IT HEALTHCARE CONSULTING 11,007,664
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet357
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 469,716
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 11,784,901
g Noncash contributions included in lines 1a - 1f:$ 1g 1,034,223
h Total. Add lines 1a-1f.......MediumBullet 12,254,617
 Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 622110 2,402,126,466 2,402,126,466    
b PHARMACY 900099 362,866,421 362,866,421    
c CAPITATION REVENUE 900099 37,771,806 37,771,806    
d LABORATORY SERVICES 621500 11,768,463   2,643,398 9,125,065
e MEDICAL CENTER PARKING 812930 6,249,212     6,249,212
f All other program service revenue. 8,758,879 0 0 8,758,879
g Total. Add lines 2a–2f .....MediumBullet 2,829,541,247
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 14,612,107     14,612,107
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   422,277 6a
b Less: rental expenses     6b
c Rental income or (loss) 0 422,277 6c
d Net rental income or (loss).......MediumBullet 422,277     422,277
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 27,670 241,959,826 7a
b Less: cost or other basis and sales expenses 286,222 218,591,469 7b
c Gain or (loss) -258,552 23,368,357 7c
d Net gain or (loss).........MediumBullet 23,109,805     23,109,805
8a Gross income from fundraising events (not including $ 469,716of contributions reported on line 1c). See Part IV, line 18 ....
8a 72,665
b Less: direct expenses ... 8b 221,360
c Net income or (loss) from fundraising events..MediumBullet -148,695   -148,695
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a FEMA REIMBURSEMENT 624230 5,258,177 5,258,177    
b OTHER OPERATING 624100 13,159 13,159    
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 5,271,336
12 Total revenue. See instructions.....MediumBullet 2,885,062,694 2,808,036,029 2,643,398 62,128,650
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 879,703 879,703
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 20,273,950 4,726,443 15,547,507 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 927,952,491 848,315,618 79,614,734 22,139
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 53,742,210 46,807,880 6,934,330  
9 Other employee benefits ....... 106,867,720 96,221,616 10,646,104  
10 Payroll taxes ........... 69,837,258 62,876,598 6,960,660  
11 Fees for services (non-employees):        
a Management ...... 6,986,808 6,517,307 469,501  
b Legal ......... 5,863,969   5,863,969  
c Accounting ........... 797,593   797,593  
d Lobbying ........... 462,668   462,668  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 5,901,816   5,901,816  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 370,174,047 335,300,384 34,873,663 0
12 Advertising and promotion .... 9,769,369   9,769,369  
13 Office expenses ....... 28,100,560 21,907,636 6,191,219 1,705
14 Information technology ...... 79,792,336 44,390,992 35,401,344  
15 Royalties ..        
16 Occupancy ........... 50,988,446 36,052,722 14,935,724  
17 Travel ............ 1,729,792 1,495,501 234,291  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 93,810 93,810    
20 Interest ........... 43,313,851 41,163,450 2,150,401  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 109,196,406 109,173,894 22,512  
23 Insurance ... 15,354,923 14,960,675 394,248  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Drugs and medical supplies 619,842,652 619,842,652    
b Implants 78,545,483 78,545,483    
c il Medicaid Provider Tax 63,974,631 63,974,631    
d Unrelated business tax 251,201 251,201    
e All other expenses 62,591,798 57,154,626 5,437,172 0
25 Total functional expenses. Add lines 1 through 24e 2,733,285,491 2,490,652,822 242,608,825 23,844
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 43,464,291 1 39,291,150
2 Savings and temporary cash investments ......... 68,581,431 2 5,990,740
3 Pledges and grants receivable, net ...... 8,147,350 3 8,345,847
4 Accounts receivable, net ............. 425,692,653 4 393,015,248
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 58,715,399 8 60,873,294
9 Prepaid expenses and deferred charges ...... 43,646,603 9 34,804,370
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,754,847,395
b Less: accumulated depreciation 10b 1,431,062,196 1,304,717,944 10c 1,323,785,199
11 Investments—publicly traded securities . 744,746,456 11 738,572,909
12 Investments—other securities. See Part IV, line 11 ..... 706,171,169 12 674,203,278
13 Investments—program-related. See Part IV, line 11 .. 338,131,929 13 602,155,888
14 Intangible assets ............... 1,082,982 14 1,072,756
15 Other assets. See Part IV, line 11 ........... 259,415,441 15 472,903,490
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,002,513,648 16 4,355,014,169
Liabilities 17 Accounts payable and accrued expenses ..... 286,890,194 17 356,725,654
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 746,091,127 20 1,113,802,175
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 625,866,142 25 539,902,953
26 Total liabilities. Add lines 17 through 25.. 1,658,847,463 26 2,010,430,782
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 2,207,186,111 27 2,205,860,387
28 Net assets with donor restrictions ........... 136,480,074 28 138,723,000
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 2,343,666,185 32 2,344,583,387
33 Total liabilities and net assets/fund balances ........ 4,002,513,648 33 4,355,014,169
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,885,062,694
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,733,285,491
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
151,777,203
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,343,666,185
5
Net unrealized gains (losses) on investments ...............
5
1,905,600
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-152,765,601
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,344,583,387
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
584,263
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
172,272
j
Total. Add lines 1c through 1i ....................................................................................................
756,535
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The University of Chicago Medical Center (UCMC) uses the services of contractual, registered lobbyists and some portion of full-time UCMC personnel (the vice president, governmental affairs) for the purpose of educating local, state and federal elected officials and appointed policy makers about the delivery of health care services in an academic medical research environment. Advocacy efforts conducted by contractual lobbyists and UCMC staff are related to securing sufficient resources to further the Medical Center's tax-exempt purposes, including its programmatic, clinical, research, future construction and renovation objectives, while continuing its very high levels of charity care and community benefit. Specifically the topics that are the subject of lobbying activities during FY2023 were Medicare/Medicaid, 340B, graduate medical education (both DGME and IME), NIH budget, issues related to laboratory developed tests, tax exempt status and nurse staffing legislation. Lobbying activities are conducted in accordance with applicable local, state and federal laws governing lobbying activities. Certain lobbying activities at the federal and state levels were conducted through UCMC's membership and participation in certain trade associations, namely the American Association of Medical Colleges (AAMC), the Illinois Health and Hospital Association (IHA), Children's Hospital Association, The American Hospital Association (AHA), and America's Essential Hospitals. Other federal and state lobbying efforts were conducted by UCMC personnel and contractual lobbyists.
Schedule C (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 1,344,958,000 1,452,220,000 1,000,463,000 1,014,570,000 918,801,000
b Contributions ... 13,000 84,449,000 157,607,000 8,312,000 89,055,000
c Net investment earnings, gains, and losses 39,287,000 -135,324,000 346,596,000 25,478,000 52,962,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
67,207,000 56,387,000 52,446,000 47,897,000 46,248,000
f Administrative expenses ....          
g End of year balance ...... 1,317,051,000 1,344,958,000 1,452,220,000 1,000,463,000 1,014,570,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet92.36 %
b
Permanent endowment SchDMd Bullet1.56 %
c
Term endowment SchDMd Bullet6.08 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   50,269,579 50,269,579
b Buildings ....   1,770,625,109 828,970,085 941,655,024
c Leasehold improvements        
d Equipment ....   728,904,270 594,942,853 133,961,417
e Other .....   205,048,437 7,149,258 197,899,179
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,323,785,199
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........ 311,818,798 F
(3) Other
(A) Real Assets
109,685,751 F

(B) Absolute Return
252,673,571 F

(C) Alternative Investments
25,158 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 674,203,278
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)COMM HLTH & HOSP DIV (UCHHD) 322,862,000 C
(2)UCMC ONCOLOGYY JVS 15,162,256 C
(3)UCMC-SOLIS OFF-CAMPUS MAMMOGRAPHY 3,507,834 C
(4)UCMC TITLE HOLDING CORP 10,623,798 C
(5)ADVENT JV 250,000,000 C
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 602,155,888
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)Other receivable-Inter Co 267,683,883
(2)OTHER RECEIVABLE 87,772,047
(3)OTHER ASSETS - NMTC RECEIVABLE 40,350,845
(4)OTHER RECEIVABLE - PHARMACY 31,221,983
(5)OTHER RECEIVABLE - MALPRACTICE 22,754,250
(6)OTHER RECEIVABLE - CAPITAL LEASES 21,483,541
(7)PREPAID TAXES 662,079
(8)OTHER RECEIVABLE - CURRENT 461,605
(9)OTHER RECEIVABLE - TO INVESTMENTS 10,611
(10)OTHER RECEIVABLE - RENT 30,938
(11)OTHER ASSETS - 457B 471,708
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 472,903,490
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 539,902,953
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT IS COMPRISED OF NET ASSETS SUBJECT TO DONOR-IMPOSED RESTRICTIONS AND PROVIDES FUNDING FOR PEDIATRIC HEALTHCARE, ADULT HEALTHCARE, AND EDUCATIONAL AND SCIENTIFIC PROGRAMS. THE UNIVERSITY OF CHICAGO MEDICAL CENTER INCLUDES THE PERMANENTLY RESTRICTED NET ASSETS OF INGALLS DEVELOPMENT FOUNDATION, A RELATED ORGANIZATION, IN UCMC'S ENDOWMENT FUNDS REPORTED ON SCHEDULE D, PART V.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SYSTEM 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, 2023 AND 2022, THE SYSTEM DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS.
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
Middle East and North Africa 0 8 Program Services Marketing/Consulting/ Travel/Conference 216,218
North America (Canada & Mexico only) 0 3 Program Services Marketing/Consulting/ Conferences 28,947
East Asia and the Pacific 0 1 Program Services Marketing/Consulting 18,000
Europe (Including Iceland and Greenland) 0 1 Program Services Marketing/Consulting 6,000
Central America and the Caribbean 0 0 Program Services Conferences 821
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 13 269,986
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 13 269,986
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

COMER 5K RACE
(event type)
(b) Event #2

DEVELOPMENT BOARD
(event type)
(c) Other events

1
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

229,305

174,136

138,940

542,381

2

Less: Contributions . . . .

229,305

157,036

83,375

469,716
3 Gross income (line 1 minus
line 2) . . . . . .

0

17,100

55,565

72,665



VerticalDirectExpenses
4 Cash prizes . . . . .     11,240 11,240
5 Noncash prizes . . . . 8,134   9,925 18,059
6 Rent/facility costs . . . . 1,322   27,412 28,734
7 Food and beverages . . . 3,936 21,470 26,575 51,981
8 Entertainment . . . . 500 12,011 0 12,511
9 Other direct expenses . . . 90,964 6,789 1,082 98,835
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 221,360
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -148,695
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    22,977,739 0 22,977,739 0.84 %
b Medicaid (from Worksheet 3, column a) . . . . .     661,343,046 632,499,826 28,843,220 1.06 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 684,320,785 632,499,826 51,820,959 1.90 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     9,791,909 0 9,791,909 0.36 %
f Health professions education (from Worksheet 5) . . .     126,799,863 44,196,476 82,603,387 3.02 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     48,000,000 0 48,000,000 1.76 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     1,036,461 0 1,036,461 0.04 %
j Total. Other Benefits . . 0 0 185,628,233 44,196,476 141,431,757 5.17 %
k Total. Add lines 7d and 7j . 0 0 869,949,018 676,696,302 193,252,716 7.07 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     24,381   24,381 0 %
2 Economic development     70,808   70,808 0 %
3 Community support     47,000   47,000 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members
        0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development     586,372   586,372 0.02 %
9 Other         0 0 %
10 Total 0 0 728,561 0 728,561 0.03 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
46,652,832
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
360,017,900
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
502,053,817
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-142,035,917
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1NONE
 
       
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 THE UNIV OF CHICAGO MEDICAL CENTER
5841 SOUTH MARYLAND AVE
CHICAGO,IL60637
WWW.UCHICAGOMEDICINE.ORG
0003897
X X X X   X X      
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
THE UNIV OF CHICAGO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.uchicagomedicine.org/about-us/community/benefit/health-needs/chna
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
THE UNIV OF CHICAGO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.uchicagomedicine.org/patients-visitors/patient-information/billing/financial-assistance
b
https://www.uchicagomedicine.org/patients-visitors/patient-information/billing/financial-assistance
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
THE UNIV OF CHICAGO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
THE UNIV OF CHICAGO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. THE CHNA PROCESS ENGAGED SEVERAL INTERNAL AND EXTERNAL STAKEHOLDERS TO COLLECT, CURATE, INTERPRET DATA, AND THEN USED THAT DATA TO PRIORITIZE THE HEALTH NEEDS OF THE COMMUNITY. PARTNERS AND STAKEHOLDER GROUPS ALSO PROVIDED INSIGHT AND EXPERTISE AROUND THE INDICATORS TO BE ASSESSED, TYPES OF FOCUS GROUP QUESTIONS TO BE ASKED, INTERPRETATION OF RESULTS, AND PRIORITIZATION OF AREAS OF HIGHEST NEED. LEADERS FROM THE URBAN HEALTH INITIATIVE (UHI) WORKED WITH METOPIO TO GUIDE THE STRATEGIC DIRECTION OF THE CHNA AND ENGAGE THE CHNA STEERING COMMITTEE, OTHER VARIOUS INTERNAL COMMITTEES, AND WORKGROUPS TO ENSURE BROAD ENGAGEMENT OF DIVERSE PERSPECTIVES ACROSS UCMC. METOPIO IS A SOFTWARE AND SERVICES COMPANY GROUNDED IN THE PHILOSOPHY THAT COMMUNITIES ARE CONNECTED THROUGH PLACES AND PEOPLE. METOPIO'S VISUALIZATION TOOLS USE SECONDARY DATA FROM FEDERAL SOURCES AND STATE AND LOCAL HEALTH DEPARTMENTS TO REVEAL VALUABLE, INTERCONNECTED FACTORS THAT INFLUENCE OUTCOMES IN DIFFERENT LOCATIONS. THE COMMUNITY BENEFIT STEERING COMMITTEE IS COMPRISED OF STAFF AND FACULTY WHO PROVIDE ADVICE AND OVERSIGHT OF UCMC'S COMMUNITY BENEFIT PROGRAMS, REPORTING, AND CHNA DEVELOPMENT AND EXECUTION. THE COMMITTEE IS RESPONSIBLE FOR PROVIDING INPUT ON THE PLANNING AND IMPLEMENTATION OF POLICIES, PROCESSES, AND PROGRAMS THAT SUPPORT THE COMMUNITY BENEFIT FUNCTION. THE COMMITTEE MEETS QUARTERLY AND OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT STRATEGIC IMPLEMENTATION PLAN. THE COMMUNITY ADVISORY COUNCIL (CAC) WAS ESTABLISHED BY THE UHI IN 2016 AND IS COMPRISED OF A REPRESENTATIVE GROUP OF OVER 30 VOLUNTEER MEMBERS WHO LIVE AND/OR WORK IN THE UCMC SERVICE AREA. THE CAC MEMBERS SERVE AS ADVISORS TO UCMC ON ISSUES OF INTEREST TO THE COMMUNITY. THE CAC IS AN ESSENTIAL PARTNER IN ACHIEVING UCMC'S GOALS RELATED TO BROADER COMMUNITY INTERESTS, COMMUNITY BENEFIT, ACCESS TO CARE, AND EFFECTIVE COMMUNITY ENGAGEMENT. THE CAC HAS ADVISED UCMC LEADERSHIP ON PIVOTAL PROJECTS INCLUDING, BUT NOT LIMITED TO, DESIGNING COMMUNITY COMMUNICATION AND ENGAGEMENT PLANS THAT INFORM OUR CHNA, AS WELL AS PROGRAMMING CONNECTED TO THE STRATEGIC IMPLEMENTATION PLAN. SPECIFICALLY, THE CAC PLAYED A KEY ROLE IN IDENTIFYING COMMUNITY ORGANIZATIONS FOR OUR FOCUS GROUPS, DISSEMINATING THE SURVEY, AND ENSURING DIVERSE COMMUNITY VOICES WERE HEARD THROUGHOUT THE CHNA PROCESS. THE INCLUSION OF PATIENT VOICE IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS A CORNERSTONE OF THE PROCESS. PRIMARY DATA FOR THE CHNA WAS COLLECTED THROUGH THE FOLLOWING METHODS: 1) 975 COMMUNITY RESIDENT SURVEYS COMPLETED IN ENGLISH AND SPANISH, IN BOTH ELECTRONIC AND PAPER VERSIONS 2) FIVE COMMUNITY RESIDENT FOCUS GROUPS WITH 12 OR FEWER RESIDENTS IN EACH GROUP. TOPICS INCLUDED MENTAL HEALTH, MATERNAL AND CHILD HEALTH, COMMUNITY SAFETY & VIOLENCE, YOUTH HEALTH, AND ADULT HEALTH 3) ONE HEALTH CARE AND SOCIAL SERVICE PROVIDER FOCUS GROUP 4) 10 KEY INFORMANT INTERVIEWS WITH RESIDENTS FROM UNDERSERVED POPULATIONS DURING DEVELOPMENT OF THE STRATEGIC IMPLEMENTATION PLAN, UCMC CONSULTED SUBJECT MATTER EXPERTS ON UCMC'S HEALTH PRIORITIES. THROUGHOUT OUR CHNA PROCESS, UCMC WAS ABLE TO TAKE INTO ACCOUNT VARIOUS DIFFERING COMMUNITY VIEWPOINTS.
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. For the 2021- 2022 CHNA cycle, the UChicago Medicine hospitals (University of Chicago Medical Center and UChicago Medicine Ingalls Memorial) partnered in an effort to address shared priorities for the system. Both hospitals received input from community organizations, federally qualified health centers and community members. UCMC CONTRACTED WITH METOPIO TO COMPLETE THE 2021-2022 COMMUNITY HEALTH NEEDS ASSESSMENT. METOPIO IS A SOFTWARE AND SERVICES COMPANY GROUNDED IN THE PHILOSOPHY THAT COMMUNITIES ARE CONNECTED THROUGH PLACES AND PEOPLE. LEADERS FROM THE URBAN HEALTH INITIATIVE WORKED WITH METOPIO TO GUIDE THE STRATEGIC DIRECTION OF THE CHNA AND ENGAGE THE COMMUNITY BENEFIT STEERING COMMITTEE, OTHER VARIOUS INTERNAL COMMITTEES, AND WORKGROUPS TO ENSURE BROAD ENGAGEMENT OF DIVERSE PERSPECTIVES ACROSS UCMC.
Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. THE RESULTS OF THE CHNA REPORT WERE DISCUSSED AT COMMUNITY MEETINGS, WITH REFERENCE TO THE FULL REPORT'S ELECTRONIC AVAILABILITY ON THE HOSPITAL'S WEBSITE AND AVAILABILITY OF PAPER COPIES IN THE URBAN HEALTH INITATIVE OFFICE HEADQUARTERS. KEY EXTERNAL STAKEHOLDERS SUCH AS EXECUTIVE LEADERS AT COMMUNITY-BASED ORGANIZATIONS, ELECTED OFFICIALS, AND DONORS WERE SENT ELECTRONIC AND PAPER COPIES OF THE FOUR PAGE, INFOGRAPHIC EXECUTIVE SUMMARY, WHICH IS ALSO AVAILABLE ON THE COMMUNITY BENEFIT WEBSITE. THE CHNA WAS MADE WIDELY AVAILABLE TO VARIOUS CHICAGOLAND COMMUNITY NEWS OUTLETS, INCLUDING THE SOUTHLAND READER, CHICAGO LEADER, CRAIN'S CHICAGO BUSINESS, BLOCK CLUB CHICAGO, HYDE PARK HERALD AND WVON-1690 AM. A LINK TO THE REPORT WAS ALSO SENT OUT TO A VARIETY OF NEWSLETTERS INCLUDING THE URBAN HEALTH INITIATIVE COMMUNITY HEALTH NEWSLETTER (WITH OVER 11,000 SUBSCRIBERS), UCMC PHYSICIAN AND PATIENT NEWSLETTERS, OFFICE OF CIVIC ENGAGEMENT, INSIDE THE FOREFRONT EMPLOYEE, THE FOREFRONT HEALTH & SCIENCE NEWS, AND TBT NEWS.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. THE MOST RECENT UCMC CHNA WAS CONDUCTED IN 2021-2022. THE IMPLEMENTATION STRATEGY FOR THIS CHNA FOR FISCAL YEARS 2023-2025 WAS ADOPTED BY UCMC'S BOARD OF DIRECTORS IN MAY 2022. THROUGH A DATA DRIVEN APPROACH THE HEALTH PRIORITIES IDENTIFIED IN THIS MOST RECENT CHNA WERE AS FOLLOWS: 1.) PREVENT & MANAGE CHRONIC DISEASES: > HEART DISEASE > DIABETES > CANCER 2.) BUILD TRAUMA RESILIENCY: > VIOLENCE PREVENTION & RECOVERY > MENTAL HEALTH 3.) REDUCE INEQUITIES CAUSED BY SOCIAL DETERMINANTS OF HEALTH: > ACCESS TO CARE > FOOD INSECURITIES > WORKFORCE DEVELOPMENT UCMC WILL ADDRESS THE NEEDS IDENTIFIED IN ITS MOST RECENTLY CONDUCTED CHNA THROUGH: (A) EXECUTION OF THE STRATEGIC IMPLEMENTATION PLAN, (B) INCLUSION OF A COMMUNITY BENEFIT SECTION IN OPERATIONAL PLANS, AND (C) ADOPTION OF A BUDGET FOR THE FISCAL YEAR FOR PROVISION OF SERVICES THAT ADDRESS THE NEEDS IDENTIFIED IN THE CHNA. UCMC ADDRESSES THESE NEEDS, WHICH WERE IDENTIFIED AS TOP PRIORITY BY THE COMMUNITY THROUGH ITS COMMUNITY BENEFIT PROGRAMMING. ADDRESSING UCHICAGO MEDICINE PRIORITY HEALTH ISSUES HEART DISEASE THE FIRST STEP TO PREVENTING CHRONIC DISEASE IS TO ESTABLISH HEALTHY BEHAVIORS. UCMC HELPS SERVICE AREA RESIDENTS MANAGE HEART DISEASE THROUGH EXPANDING SAFE PLACES TO EXERCISE AND OFFERING HEALTHY FOOD OPTIONS, SCREENINGS, AND OTHER PREVENTIVE SERVICES. COMMUNITY HEALTH WORKERS FROM OUR LINC (LIAISONS IN CARE) PROGRAM HELP COMMUNITY MEMBERS TO UNDERSTAND THEIR CONDITIONS, KNOW HOW TO MANAGE MEDICATIONS, AND BE AWARE OF/AVOID LIFESTYLE FACTORS THAT COULD PROMPT READMISSION. PATIENT ADVOCATES FROM OUR MEDICAL HOME AND SPECIALTY CARE CONNECTION PROGRAM STRESS THE IMPORTANCE OF A MEDICAL HOME, WHICH PROVIDES PREVENTATIVE PRIMARY CARE. DIABETES OUR MECHANISM FOR SCALING EFFORTS TO ADDRESS DIABETES INCLUDES ENGAGING IN COMMUNITY-BASED EDUCATION AND OUTREACH. TWO OF OUR PROGRAMS, SOUTH SIDE FIT AND COMMUNITY FITNESS PROGRAM, PROVIDE EDUCATION ON THE PREVENTION AND MANAGEMENT OF DIABETES THROUGH WORKSHOPS AND FREE FITNESS CLASSES. UCMC AND COMMUNITY PARTNERS WORK TO PROVIDE A REGULAR STREAM OF HEALTH INFORMATION AND RESOURCES THROUGH VARIOUS COMMUNICATION CHANNELS SUCH AS WVON AM 1690 COMMUNITY HEALTH FOCUS HOUR AND A WEEKLY COMMUNITY HEALTH NEWSLETTER WHICH HAS OVER 11,000 SUBSCRIBERS. CANCER UNIVERSITY OF CHICAGO MEDICINE COMPREHENSIVE CANCER CENTER (UCCC) IS ONE OF TWO NCI-DESIGNATED COMPREHENSIVE CANCER CENTERS IN ILLINOIS. MUCH OF UCCC'S COMMUNITY OUTREACH IS LED BY THE UCHICAGO MEDICINE'S OFFICE OF COMMUNITY ENGAGEMENT AND CANCER HEALTH EQUITY (OCECHE). OCECHE PARTNERS WITH COMMUNITY, CULTURAL, AND FAITH-BASED ORGANIZATIONS AND HEALTHCARE GROUPS TO SHARE INFORMATION AND INCREASE PARTICIPATION IN RESEARCH AND CLINICAL TRIALS. IN 2026, UNIVERSITY OF CHICAGO MEDICINE WILL OPEN CHICAGO'S FIRST FREE STANDING FACILITY DEDICATED TO CANCER CARE AND RESEARCH, WHICH WILL PROVIDE SOUTH SIDE PATIENTS INCREASED ACCESS TO DIAGNOSTIC INNOVATIONS AND ADVANCED THERAPIES. IT WAS IMPORTANT TO ENGAGE COMMUNITY MEMBERS IN THE PLANNING PROCESS. THIS PLANNING PROCESS INCLUDED TWO VIRTUAL TOWN HALL MEETINGS WITH MORE THAN 100 PARTICIPANTS, SMALL-GROUP PRESENTATIONS AND A COMMUNITY SURVEY. VIOLENCE PREVENTION & RECOVERY SINCE THE OPENING OF OUR LEVEL 1 TRAUMA CENTER IN 2018, UCMC HAS BEEN COMMITTED TO PROVIDING WRAP-AROUND SERVICES TO VICTIMS OF INTENTIONAL VIOLENCE THROUGH THE VIOLENCE RECOVERY PROGRAM (VRP). THE VRP IS PART OF THE BLOCK HASSENFELD CASDIN (BHC) COLLABORATIVE FOR FAMILY RESILIENCE, WHICH TAKES AN INNOVATIVE, COMMUNITY-DRIVEN AND HOLISTIC APPROACH TO TREAT CHILDREN AND FAMILIES AFFECTED BY TRAUMA. WHILE CLINICAL CARE TEAMS TAKE CARE OF PHYSICAL WOUNDS, THESE PROGRAMS ALSO FOCUS ON NEEDS RELATING TO MENTAL, SPIRITUAL, AND EMOTIONAL HEALTH; HOUSING; LEGAL ASSISTANCE; EMPLOYMENT; FOOD SECURITY; AND MORE. SINCE 2019, UCHICAGO MEDICINE AND ADVOCATE HEALTH CARE HAVE PARTNERED TO FORM SOUTHLAND R.I.S.E. (RESILIENCE INITIATIVE TO STRENGTHEN AND EMPOWER). SOUTHLAND R.I.S.E. INTEGRATES TWO HEALTH SYSTEMS' VIOLENCE RECOVERY AND TRAUMA PROGRAMS TO PREVENT VIOLENCE AND STRENGTHEN TRAUMA RESILIENCY IN OUR COMMUNITIES. OVER THE PAST FIVE YEARS, SOUTHLAND RISE HAS AWARDED $650,000 TO SUPPORT MORE THAN 50 COMMUNITY-BASED PROGRAMS FOCUSED ON VIOLENCE PREVENTION AND TRAUMA RESILIENCY FOR YOUTH AND FAMILIES ON CHICAGO'S SOUTH SIDE. MENTAL HEALTH UCMC PROVIDES RESOURCES TO SUPPORT THE HOLISTIC NEEDS OF PATIENTS AND THEIR FAMILIES EXPERIENCING TRAUMA AND LINKS THEM TO SPECIALIZED, TRAUMA-INFORMED COUNSELING SERVICES THROUGH HEALING HURT PEOPLE-CHICAGO, AND THE RECOVERY AND EMPOWERMENT AFTER COMMUNITY TRAUMA (REACT) CLINIC. THE WELLNESS RECOVERY ARTS PROGRAM PROVIDES COMMUNITY-BASED SOCIAL SUPPORTS TO YOUTH. ACCESS TO CARE SOUTH SIDE HEALTHY COMMUNITY ORGANIZATION (SSHCO) IS THE COLLABORATION AMONG 13 SOUTH SIDE HEALTHCARE ORGANIZATIONS - SAFETY NET HOSPITALS, HEALTH SYSTEMS AND FEDERALLY QUALIFIED HEALTH CENTERS. AS PART OF THE SSHCO, UCMC IS COMMITTED TO INCREASING ACCESS TO CARE BY HIRING PRIMARY CARE AND SPECIALTY CARE PROVIDERS FOCUSED ON TREATING SOUTH SIDE PATIENTS. SSHCO HIRED THE FIRST OF MANY COMMUNITY HEALTH WORKERS TO HELP PATIENTS TACKLE BARRIERS TO CARE. FOOD INSECURITIES INCREASING ACCESS TO FOOD FOR PATIENTS WITH FOOD INSECURITIES IS A FOCUS OF OUR FEED1ST FOOD PANTRIES, WHICH HAVE 11 CONVENIENT LOCATIONS ACROSS UCMC. UCMC ALSO HAS A ROOFTOP GARDEN ON OUR PARKING GARAGE WHICH IS MANAGED BY EMPLOYEES AND HARVESTS ARE DISTRIBUTED TO COMMUNITY MEMBERS THROUGH FOOD PANTRIES AND A SOUTH SIDE FARMERS MARKET. WORKFORCE DEVELOPMENT THE UNIVERSITY OF CHICAGO MEDICAL CENTER'S TALENT STRATEGY TEAM USES WORKFORCE DEVELOPMENT PROGRAMMING AND PARTNERSHIPS TO CONTINUE TO CREATE ADVANCEMENT AND DEVELOPMENT OPPORTUNITIES FOR EMPLOYEES AND SOUTH SIDE COMMUNITY MEMBERS, PARTICULARLY FOR PEOPLE OF COLOR. PROGRAMS SUCH AS RISE HIGHER AND THE MEDICAL ASSISTANT PATHWAY PROGRAM PROVIDE SPECIALIZED EMPLOYEE TRAINING, HIGHER PAYING WAGES IN LEADERSHIP POSITIONS, AND EVEN EDUCATION ASSISTANCE OR A GUARANTEED INTERNSHIP OR JOB AT UCHICAGO MEDICINE. UCHICAGO MEDICINE'S URBAN HEALTH INITIATIVE, THE UNIVERSITY OF CHICAGO AND COMMUNITY-BASED WORKFORCE DEVELOPMENT ORGANIZATIONS COLLABORATED TO FORM WREP (WORKFORCE RESILIENCE ENHANCEMENT PROJECT). IN EARLY 2023, WREP RESOURCES HAVE BEEN ADAPTED TO DEVELOP A TRAUMA INFORMED BUSINESS DEVELOPMENT TOOLKIT. THE TOOLKIT IS A RESOURCE TO HELP EMPLOYERS UNDERSTAND HOW TRAUMA CAN AFFECT AN EMPLOYEE'S ABILITY TO GAIN AND MAINTAIN SUCCESSFUL EMPLOYMENT. RATIONALE FOR UNADDRESSED NEEDS UCMC BELIEVES THAT IN ORDER TO BEST IMPACT HEALTH OUTCOMES, IT IS IN ITS STRATEGIC INTEREST TO FOCUS AND CONSOLIDATE EFFORTS ON THE SELECTED HEALTH ISSUES FOR WHICH THERE ARE EXISTING INTERNAL AND/OR EXTERNAL RESOURCES, A REASONABLE FEASIBILITY TO AFFECT CHANGE, AND AN ALIGNMENT WITH INSTITUTIONAL STRENGTHS. WHILE MANY HEALTH ISSUES EMERGED FROM THE CHNA PROCESS, MULTIPLE COMMUNITY STAKEHOLDERS IDENTIFIED TOP PRIORITY HEALTH NEEDS FOR UCMC TO FOCUS ON. AS SUCH, UCMC DETERMINED THAT IT COULD ONLY EFFECTIVELY FOCUS ON THOSE WHICH WERE DETERMINED TO FIT WITHIN THE CURRENT RESOURCES AVAILABLE. THE FOLLOWING PRIORITY HEALTH AREAS FROM THE FY 2019-2022 STRATEGIC IMPLEMENTATION PLAN WERE NOT SELECTED AS FY 2023-2025 COMMUNITY BENEFIT PRIORITIES: - ASTHMA WAS NOT IDENTIFIED AS A PRIORITY, BUT THE PROGRAMS ESTABLISHED AND IDENTIFIED IN PREVIOUS REPORTS WILL CONTINUE AND A SIGNIFICANT AMOUNT OF RESOURCES WILL BE DEVOTED TO ADDRESSING THEM. THUS, WHILE THE IDENTIFIED HEALTH PRIORITIES WILL BE THE PRINCIPLE HEALTH CONCERNS THAT UCMC BENEFIT EFFORTS WILL TARGET, UCMC WILL CONTINUE TO LEVERAGE ITS INTERNAL RESOURCES TO ADDRESS ASTHMA. FURTHERMORE, OTHER HEALTH ISSUES INITIALLY INCLUDED FOR UCMC PRIORITIZATION HAVE BEEN RECOGNIZED AS COMORBIDITIES TO PRIMARY, PRIORITY HEALTH ISSUES. CONSEQUENTLY, THESE HEALTH AREAS ARE ADDRESSED THROUGH THE FOCUS ON OTHER PRIORITY HEALTH ISSUES, PROGRAMS AND EFFORTS. FOR EXAMPLE, PEDIATRIC OBESITY WILL BE CONSIDERED AS A SECONDARY HEALTH ISSUE AND RECOGNIZED AS A RISK FACTOR ASSOCIATED WITH DIABETES.
Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. THE MEDICAL INDIGENCY DISCOUNT APPLIES TO ALL PATIENTS REGARDLESS OF THE RELATIONSHIP BETWEEN THEIR INCOME AND THE POVERTY GUIDELINES. IN A 12 MONTH PERIOD FOR MEDICALLY NECESSARY HEALTH CARE SERVICES PROVIDED BY UCMC TO A PATIENT, THE PATIENT IS NOT RESPONSIBLE TO PAY FOR MORE THAN THAT AMOUNT OF BILLED CHARGES IN EXCESS OF 20% OF THE PATIENT'S FAMILY INCOME.
Schedule H, Part V, Section B, Line 15 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. UCMC RESPONDS TO THESE QUESTIONS BASED UPON ITS PUBLICATION OF THE FINANCIAL ASSISTANCE INFORMATION, NOT THE WRITTEN HOSPITAL ADMINISTRATIVE POLICY. FOR EXAMPLE, UCMC'S BILL CONTAINS A STATEMENT THAT DIRECTS THE PATIENT TO CALL A TELEPHONE NUMBER TO SEEK ASSISTANCE.
Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. FORM SCH H PART V LINE 20E UCMC SENDS A BILL TO THE PATIENT GUARANTOR NORMALLY AT LEAST THREE TIMES, PERFORMS A CREDIT CHECK TO DETERMINE PRESUMPTIVE ELIGIBILITY UNDER ITS FINANCIAL ASSISTANCE POLICY, AND THEN MAY REFER THE ACCOUNT TO A COLLECTION AGENCY AFTER THE EXPIRATION OF 120 DAYS FOLLOWING INITIAL POST DISCHARGE BILLING AFTER COMPLETING A CHECK WITH AN OUTSIDE CONTRACTED VENDOR THAT EVALUATES WHETHER OR NOT THE PATIENT FALLS WITHIN THE UCMC FINANCIAL ASSISTANCE LIMITS. IN ADDITION, AFTER A REVIEW OF THE PATIENT'S INFORMATION, THE HOSPITAL MAY CONTACT THE PATIENT DIRECTLY TO DETERMINE IF THE PATIENT MIGHT QUALIFY FOR MEDICAID, AND OFFERS ACCESS TO A SERVICE TO ASSIST WITH THE APPLICATION PROCESS, OR MAY ON OCCASION GRANT FINANCIAL ASSISTANCE IN DISTRESSED CIRCUMSTANCES. IN ADDITION, PATIENTS WHOSE UCHICAGO MEDICINE BILL FOR ONE YEAR TOTALS 20 PERCENT OR MORE OF THEIR ANNUAL ADJUSTED GROSS INCOME WILL NOT HAVE TO PAY MORE THAN 20 PERCENT OF THEIR INCOME FOR ALL OF THOSE BILLS.
Schedule H, Part V, Section B, Line 23 Facility , 1 Facility , 1 - UNIVERSITY OF CHICAGO MEDICAL CENTER. UCMC CHARGES CONSISTENTLY. IF A PATIENT QUALIFIES UNDER THE FINANCIAL ASSISTANCE POLICY, THE DISCOUNT APPLIES TO THE AMOUNT BILLED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?1
Name and address Type of Facility (describe)
1 OUTPATIENT PHYSICAL THERAPY CENTER
1301 E 47TH STREET
CHICAGO,IL60615
PHYSICAL THERAPY CENTER
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 5a SCHEDULE H, PART I, LINE 5A WHILE UCMC PROJECTS AN ANTICIPATED AMOUNT OF DISCOUNTED CARE EACH FISCAL YEAR WHEN CREATING ITS ANNUAL BUDGET, NO SPECIFIC LINE ITEM OR LIMIT IS INCLUDED IN THE BUDGET. THE ABSENCE OF A LINE ITEM IN NO WAY LIMITS THE AMOUNT OF DISCOUNTED CARE UCMC PROVIDES.
Schedule H, Part III, Line 5 CHARGES NOT INCLUDED ON MEDICARE COST REPORT THE FOLLOWING AMOUNTS REPRESENT REVENUE AND EXPENSES FROM PROFESSIONAL FEES, LABS, AND OTHER MEDICARE CHARGES NOT INCLUDED IN UCMC'S MEDICARE COST REPORT FOR THE YEAR: REVENUE RECEIVED FROM MEDICARE $316,829,276 ALLOWABLE COSTS RELATING TO ABOVE PAYMENTS ($395,159,801) SHORTFALL ($78,330,525) PRIOR YEAR MEDICARE COST REPORT RESERVE ADJUSTMENT: 20,924,142
Schedule H, Part III, Line 6 SCHEDULE H, PART III, LINE 6 THE MEDICARE ALLOWABLE COSTS OF CARE ON PART III, LINE 6 ARE BASED ON THE INPATIENT, OUTPATIENT AND ORGAN ACQUISITION COSTS FROM THE FILED FY 23 MEDICARE COST REPORT.
Schedule H, Part III, Line 1 UCMC FOLLOWS GAAP PRINCIPLES AND UNDER THE NEW REPORTING STANDARD ASC 606, BAD DEBT IS NOW IMPLICIT PRICE CONCESSIONS. THE REPORTING OF BAD DEBT ALSO CONFORMS TO THE UPDATED HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION NO. 15.
Schedule H, Part I, Line 3c AUTOMATIC UNINSURED SELF-PAY DISCOUNT A DISCOUNT OF 40% OF GROSS CHARGES, PROVIDED TO ALL UNINSURED PATIENTS WITHOUT REQUIRING EVIDENCE OF INABILITY TO PAY. THIS DISCOUNT IS DESIGNED TO ENSURE THAT PATIENTS ARE CHARGED AT A RATE GENERALLY COMPARABLE TO THAT APPLIED TO INSURED PATIENTS. 1. THERE IS NO APPLICATION PROCESS FOR THE PATIENT TO RECEIVE THE UNINSURED DISCOUNT. THE DISCOUNT APPLIED IS BASED ON THE ACCOUNT'S SELF-PAY/UNINSURED STATUS. 2. PATIENTS RECEIVING PRE-NEGOTIATED DISCOUNTS FOR HOSPITAL SERVICES WILL NOT BE ELIGIBLE FOR THIS UNINSURED DISCOUNT. 3. IF A PATIENT IS SUBSEQUENTLY APPROVED FOR FINANCIAL ASSISTANCE, THE AUTOMATIC DISCOUNT WILL BE REVERSED SO THAT THE FULL AMOUNT CAN BE RECOGNIZED AS A CHARITY ALLOWANCE. 4. IF A PATIENT SUBSEQUENTLY PROVIDES EVIDENCE OF INSURANCE COVERAGE, THE AUTOMATIC DISCOUNT WILL BE REVERSED AND THE INSURANCE COVERAGE PROVIDED WILL BE BILLED ACCORDINGLY. 5. PATIENTS WHO ARE OTHERWISE INSURED AND CHOOSE NOT TO USE THEIR INSURANCE COVERAGE ARE INELIGIBLE FOR THIS AUTOMATIC DISCOUNT.
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH ONE OF UCMC'S INNOVATIVE APPROACHES TO ADDRESSING THE HEALTH DISPARITIES IN ITS COMMUNITY IS THROUGH ITS URBAN HEALTH INITIATIVE ("UHI"). UNDER THE UHI, UCMC PURSUES MEANINGFUL PARTNERSHIPS WITH OTHER PROVIDERS IN THE COMMUNITY TO IMPROVE THE LONG-TERM HEALTH OF PATIENTS AND TO CONDUCT IMPORTANT COMMUNITY-BASED CLINICAL RESEARCH, INCLUDING RESEARCH ON THE DISEASES THAT HAVE THE GREATEST IMPACT IN THE SOUTH SIDE COMMUNITY (E.G., DIABETES, HEART DISEASE, CANCER). The UHI spearheads many care delivery programs, community education & outreach, grants and sponsorships which promote health in the UCMC primary service area. CARE DELIVERY INITIATIVES UChicago Medicine's Liaisons in Care (LinC) program addresses health inequities by hiring and utilizing Community Health Workers (CHWs) both in healthcare and community settings. CHWs are frontline public health workers who are trusted in the community. This trusting relationship enables CHWs to serve as a link between health and social services and the community members to facilitate their access to services and improve quality of life. CHWs play an essential role in UChicago Medicine's community health programs dealing with asthma, diabetes, cancer screening and prevention, maternal health, and many others. UChicago Medicine's LinC program funds grants for community and faith-based organizations to hire community health workers (CHWs). This helps to further expand community members' access to health and social service resources, health education and assistance with healthcare navigation. IN FISCAL YEAR 2023, THERE WERE 6,620 TOTAL PATIENT ENCOUNTERS PERFORMED BY A CHW WHICH WAS A 63% INCREASE OVER THE PREVIOUS YEAR. 541 NEW PATIENTS WERE ENROLLED IN THE LINC PROGRAM, A 50% INCREASE OVER THE PREVIOUS YEAR. TO HELP PATIENTS CONNECT WITH COMMUNITY HEALTH RESOURCES, UCMC STAFFS ITS EMERGENCY DEPARTMENT (ED) WITH PATIENT ADVOCATES WHOSE GOAL IS TO MEET WITH PATIENTS WHO DO NOT HAVE A PRIMARY CARE PROVIDER. THE MEDICAL HOME AND SPECIALTY CARE CONNECTION (MHSCC) PROGRAM ASSISTS PATIENTS PRESENTING TO THE ED WITH FOLLOW UP CARE APPOINTMENTS, ESTABLISHING A MEDICAL HOME AND ACCESSING PRIMARY CARE FOR LOW ACUITY MEDICAL NEEDS. PATIENT ADVOCATES (PA) DO THIS BY CONNECTING WITH PATIENTS AFTER THEY HAVE PRESENTED TO THE UCMC ED AND SUPPORTING THEM WITH HEALTHCARE NAVIGATION BEYOND THE HOSPITAL WALLS. IN FISCAL YEAR 2023, PATIENT ADVOCATES HAD 4,468 ENCOUNTERS WITH PATIENTS AND MADE 4,639 PRIMARY AND SPECIALTY CARE APPOINTMENTS. ANALYZING PROGRAM AND PATIENT DATA FROM 2012 THROUGH 2022, INITIAL FINDINGS SHOW THAT AFTER PATIENTS ENGAGED WITH MHSCC THERE WAS A SIGNIFICANTLY REDUCED RETURN RATE OF LOW ACUITY ED VISITS WHEN COMPARED TO THOSE PATIENTS ED VISITS PRIOR TO MHSCC ENGAGEMENT. THESE RESULTS DEMONSTRATE THE IMPACT OF MHSCC. THE SOUTH SIDE PEDIATRIC ASTHMA CENTER (SSPAC) IS A MULTI-INSTITUTION PARTNERSHIP. THROUGH SSPAC, SIX HEALTH CARE INSTITUTIONS HELP CHILDREN AND FAMILIES ON THE SOUTH SIDE BY CONNECTING THEM TO ASTHMA CARE AND RESOURCES, PROMOTING STANDARDIZED EDUCATION AND DISPATCHING COMMUNITY HEALTH WORKERS (CHW) TO HELP HIGH-RISK PATIENTS. SOME 2023 HIGHLIGHTS OF THE SSPAC INCLUDE: * HOME VISITS: 112 COMMUNITY HEALTH WORKER HOME VISITS TO HELP MANAGE ASTHMA. * ASTHMA EDUCATION SUMMIT: 77 HEALTH CARE PROVIDERS, COMMUNITY MEMBERS, SCHOOL PERSONNEL, FAITH LEADERS AND OTHER COMMUNITY ORGANIZATIONS ATTENDED THE ANNUAL ASTHMA SUMMIT. SOME TOPICS INCLUDED ALLERGIES AND ASTHMA, ASTHMA SUPPORT AS A FAMILY UNIT, ASTHMA AT SCHOOL. * ASTHMA RESOURCES: SSPAC HAS A WEBSITE WITH EASY-TO-UNDERSTAND ASTHMA EDUCATION MATERIALS (AVAILABLE IN ENGLISH AND SPANISH) WITH INFORMATION ON LOCAL AND NATIONAL RESOURCES TO GET HELP CONNECTING TO MEDICAL FACILITIES. * EDUCATION: SSPAC PROVIDES ASTHMA EDUCATION TO THE COMMUNITY (SCHOOLS, DAYCARES, COMMUNITY CLINICS, ETC.). THROUGH 17 COMMUNITY EVENTS, 720 COMMUNITY MEMBERS WERE ENCOUNTERED AND PROVIDED EDUCATION. AS PART OF UCMC'S LEVEL 1 ADULT TRAUMA CARE CENTER, THE VIOLENCE RECOVERY PROGRAM (VRP) IS WORKING TO BUILD A VIOLENCE RECOVERY ECOSYSTEM FOR VICTIMS OF INTENTIONAL VIOLENCE AND THEIR FAMILIES. VRP SERVICES BEGIN WHEN THE PATIENT ARRIVES AT THE EMERGENCY DEPARTMENT FOR TRAUMA CARE SERVICES AND MAY INCLUDE: CRISIS INTERVENTION; PSYCHOLOGICAL FIRST AID; TRAUMA PSYCHO-EDUCATION; RE-INJURY RISK ASSESSMENT; PSYCHOSOCIAL ASSESSMENT; SAFE DISCHARGE PLANNING; COMMUNITY-BASED SERVICE PROVIDER REFERRALS; AND ASSERTIVE CASE MANAGEMENT. THE VRP ALSO HELPS PATIENTS AND FAMILIES NAVIGATE THE HEALTH CARE AND SOCIAL SERVICES LANDSCAPE OUTSIDE OF UCMC. THIS COMMITMENT TO CONTINUITY OF CARE AIMS TO ENSURE THAT VICTIMS DO NOT "FALL THROUGH THE CRACKS." HIGHLIGHTS FOR FISCAL 2023 INCLUDE: * 1,801 TOTAL PATIENTS SERVED * 888 FAMILIES SERVED * 97 BEHAVIORAL HEALTH REFERRALS * 152 SOCIAL DETERMINANTS OF HEALTH REFERRALS (CONTINUED ON NEXT PAGE)
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (CONT.) HEALING HURT PEOPLE - CHICAGO (HHP-C) IS A TRAUMA-INFORMED HOSPITAL-BASED VIOLENCE INTERVENTION MODEL IMPLEMENTED IN EMERGENCY PEDIATRIC SETTINGS IN CHICAGO. FOR PATIENTS UNDER AGE 19 WHO HAVE BEEN INJURED FROM VIOLENCE, HHP-C OFFERS ONLINE AND COMMUNITY-BASED SERVICES INCLUDING INTENSIVE CASE MANAGEMENT AND GROUP SESSIONS FOR YOUNG PEOPLE WITH VIOLENT INJURIES. HHP-C HAS PEOPLE WHO CAN GO WITH PATIENTS TO MEDICAL APPOINTMENTS, SCHOOL, AND COURT. THEY OFFER FAMILY SUPPORT, ADVOCACY AND MORE. IN AUGUST 2022, HHP-C LAUNCHED A VIRTUAL CLINIC TO PROVIDE FOLLOW-UP CAR FOR CHILDREN DISCHARGED FROM THE HOSPITAL. FROM OCTOBER 2022 TO SEPTEMBER 2023, 148 VIOLENTLY INJURED CHILDREN RECEIVED OUTREACH, SUPPORT, OR PSYCHOEDUCATION THROUGH HHP-C. REACT (RECOVERY & EMPOWERMENT AFTER COMMUNITY TRAUMA) PROVIDES MENTAL HEALTHCARE FOR CHILDREN AND YOUNG ADULT (18 TO 25) TRAUMA PATIENTS WHO ARE AFFECTED BY COMMUNITY VIOLENCE AND WHO MAY OR MAY NOT HAVE BEEN INJURED. PATIENTS ARE EVALUATED AND, IF NEEDED, REFERRED FOR TRAUMA-INFORMED THERAPY. THERE ARE ALSO SERVICES FOR THE CAREGIVERS OF PATIENTS. FROM OCTOBER 2022 TO SEPTEMBER 2023, 145 CHILDREN AND FAMILIES WERE ENGAGED IN ONGOING COUNSELLING AT THE REACT CLINIC. INNOVATIVE EFFORTS TO BENEFIT UCMC'S COMMUNITY THE FOLLOWING HIGHLIGHTS UCMC'S INNOVATIVE EFFORT WITH A COMMUNITY HEALTH LENS THAT LEVERAGES TECHNOLOGY, CROSS SECTOR COLLABORATIONS AND MULTI-DISCIPLINARY APPLICATION LEARNINGS TO IMPROVE HEALTH AND ENGAGE THE COMMUNITY. Launched in 2010, the Extension for Community Health Outcomes (ECHO) -Chicago provides primary care provider training in under-resourced communities. ECHO-Chicago connects healthcare providers in the community with subject matter experts online. They share best practices using "online rounding "tele-mentoring". In fiscal 2023, nearly 650 primary care and healthcare professionals from more than 350 healthcare locations participated in ECHO-Chicago programs. This past year, ECHO-Chicago included the following health topics to its programming: Hepatitis C in Pregnancy and Infants, Urinary Incontinence, and Vision Impairment. They also offered a Leadership Academy of Certified Nursing Assistants in Skilled Nursing Facilities. THE SOUTH SIDE HEALTH COMMUNITY ORGANIZATION (SSHCO) IS THE WORK OF 13 SOUTH SIDE HEALTHCARE ORGANIZATIONS, SAFETY NET HOSPITALS, HEALTH SYSTEMS AND FEDERALLY QUALIFIED HEALTH CENTERS ON THE SOUTH SIDE OF CHICAGO. THE SSHCO HAS BEEN SUPPORTED BY STATE FUNDING SINCE 2021. COLLABORATIVELY, THE SSHCO WORKS TO BETTER CONNECT HEALTH ORGANIZATIONS, INCREASE ACCESS TO CARE, ADDRESS SOME OF THE MOST CHALLENGING HEALTH ISSUES AND MAKE SURE WE HAVE STRONGER, HEALTHIER COMMUNITIES ACROSS THE SOUTH SIDE OF CHICAGO. THE SSHCO IS IMPROVING HEALTHCARE ON THE SOUTH SIDE BY: * ADDING PRIMARY CARE PROVIDERS AND MATERNAL HEALTH SPECIALISTS TO THE NETWORK; * INCREASING ACCESS TO CARE, INCLUDING BEHAVIORAL HEALTH PROVIDERS; * STAFFING PARTNER SITES WITH COMMUNITY HEALTH WORKERS (CHWS) * CONNECTING EXISTING HEALTH ORGANIZATIONS WITH TECHNOLOGY; * HELPING PATIENTS UNDERSTAND ALL THEIR OPTIONS FOR CARE; AND * PROVIDING RESOURCES THAT HELP PATIENTS PREVENT SERIOUS HEALTH CONDITIONS AND LEAD HEALTHIER LIVES. UCMC HAS UNDERTAKEN RESEARCH INITIATIVES THAT ENGAGE SOUTH SIDE RESIDENTS IN FINDING INNOVATIVE, COMMUNITY-BASED SOLUTIONS TO ONGOING HEALTH CARE NEEDS. FOR EXAMPLE THE CENTER FOR COMMUNITY HEALTH AND VITALITY ("CCHV") PROVIDES COMMUNITY MEMBERS A LINKAGE TO RESEARCH FINDINGS FROM UNIVERSITY OF CHICAGO INVESTIGATORS THAT CAN HELP IMPROVE COMMUNITY HEALTH OUTCOMES. CCHV AND UHI BOTH FUND THE COMMUNITY GRAND ROUNDS AND THE WELLNESS RESILIENCY ARTS PROGRAM (WRAP). WRAP IS A TWO-WEEK SUMMER PROGRAM FOR TEENS THAT USES ART TO EXPLORE THEIR PERSONAL EXPERIENCES WITH TRAUMA AND OTHER SOCIAL ISSUES. WRAP IS LED BY TEACHING ARTISTS AND SOCIAL WORK SPECIALISTS WHO CONDUCT WORKSHOPS USING TRAUMA-INFORMED APPROACHES. THIS INCLUDES PROVIDING TEENS WITH A SUPPORTIVE ENVIRONMENT WHERE THEY CAN REFLECT ON THEIR EXPERIENCES AND FEELINGS, AND EXPRESS THEM THROUGH MULTIMEDIA ART PROJECTS. UNIVERSITY OF CHICAGO MEDICAL CENTER INCREASES ACCESS TO MEDICAL CARE IN A PARTNERSHIP WITH NATIONAL NON-PROFIT, FRESH START SURGICAL GIFTS. FRESH START TRANSFORMS THE LIVES OF INFANTS, CHILDREN AND TEENS WITH PHYSICAL DEFORMITIES. MEDICAL SERVICES - INCLUDING SURGERY AND CARE BEFORE AND AFTER SURGERY - ARE DONATED BY VOLUNTEER DOCTORS, CLINICIANS AND OTHER MEDICAL STAFF DURING DESIGNATED SURGERY WEEKENDS. SURGERY WEEKENDS HELP PATIENTS WITH CONDITIONS THAT ARE NOT COVERED BY STATE-FUNDED PROGRAMS. UCMC ALSO PROVIDES COVERAGE OF MEDICATIONS, PARKING AND MEALS WHEN A PATIENT IS IN THE HOSPITAL. IN 2023, SIX PATIENTS HAD COMPLEX RECONSTRUCTIVE SURGERY AT NO COST TO THE FAMILY. COMMUNITY EDUCATION AND OUTREACH COMMUNITY EVENTS BUILD PARTNERSHIPS WITH LOCAL COMMUNITIES AND ENGAGE DIRECTLY IN PROVIDING INFORMATION AND SOLUTIONS THAT ENHANCE HEALTHCARE IN THE NEIGHBORHOODS SURROUNDING UCMC. AT THESE COMMUNITY EVENTS, UCMC CLINICAL AND ADMINISTRATIVE PERSONNEL SPEAK DIRECTLY TO MEMBERS OF THE COMMUNITY ABOUT A VARIETY OF ISSUES, INCLUDING HOW TO MANAGE PARTICULAR MEDICAL ISSUES AND THE IMPORTANCE OF HAVING A MEDICAL HOME. UCMC INVITES COMMUNITY RESIDENTS TO PARTICIPATE IN EVENTS ON SPECIFIC DISEASES AND DIAGNOSES. (CONTINUED ON NEXT PAGE)
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (CONT.) SOME EXAMPLES OF THESE INITIATIVES INCLUDE: * SOUTH SIDE FIT: A PARTNERSHIP BETWEEN THE TIMOTHY COMMUNITY CORPORATION (TCC) AND UCMC'S URBAN HEALTH INITIATIVE, SOUTH SIDE FIT (SSF) SERVES THE NEEDS OF COMMUNITY MEMBERS WHO HAVE DIABETES, HEART DISEASE, OBESITY AND OTHER CHRONIC DISEASES. TO MEET HEALTH GOALS, PARTICIPANTS COMMIT TO DIABETES SELF-MANAGEMENT WORKSHOPS, NUTRITIONAL AND LIFESTYLE SEMINARS, AND EXERCISE CLASSES, INCLUDING ZUMBA, YOGA, KICKBOXING AND LOW IMPACT WORKOUTS. IN FISCAL YEAR 2023, SSF OFFERED 177 IN-PERSON AND VIRTUAL FITNESS SESSIONS WITH 625 IN TOTAL ATTENDANCE. UCMC AND TCC HOSTED HEALTH EDUCATION WORKSHOPS WITH OVER 897 IN TOTAL ATTENDANCE. * COMMUNITY GRAND ROUNDS. A HALLMARK SERIES OF CCHV, COMMUNITY GRAND ROUNDS (CGR) IS A BIDIRECTIONAL EDUCATIONAL SEMINAR THAT AIMS TO SHARE THE KNOWLEDGE AND RESEARCH OF THE UNIVERSITY WITH THE COMMUNITY AS A WAY TO IMPROVE HEALTH ON THE SOUTH SIDE. COMMUNITY MEMBERS AND UNIVERSITY INVESTIGATORS HAVE A PANEL DISCUSSION REGARDING ESTABLISHED AND EMERGING HEALTH CONCERNS FROM A COMMUNITY PERSPECTIVE. TOPICS ARE CHOSEN BY A WELL ROUNDED GROUP OF COMMUNITY MEMBERS IN PARTNERSHIP WITH FACULTY. CGR HELD 7 SESSIONS WITH OVER 330 ATTENDEES IN 2023. * WVON 1690 AM COMMUNITY HEALTH FOCUS HOUR. A WEEKLY WVON 1690-AM RADIO BROADCAST SERIES LED BY UNIVERSITY OF CHICAGO FACULTY AND INVOLVING COMMUNITY MEMBERS AS GUESTS. THE PROGRAM COVERS HEALTH ISSUES IMPORTANT TO SOUTH SIDE RESIDENTS. IN FISCAL 2023, WVON PRODUCED 23 SHOWS. COMMUNITY BENEFIT GRANTS & SPONSORSHIPS UCMC PROVIDES NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATIONS FUNDING TO SUPPORT HEALTH PROGRAMMING OR A FUNDRAISING EVENT. PRIORITY CONSIDERATION IS GIVEN TO THOSE GRANTS/SPONSORSHIPS THAT ARE IN LINE WITH UCMC'S STRATEGIC HEALTH PRIORITIES. FUNDING TO COMMUNITY ORGANIZATIONS HELPS THEM EXPAND THEIR CAPABILITIES TO SERVE MORE COMMUNITY MEMBERS. IN FY 2023, UCMC AWARDED $597,678 IN GRANTS AND $324,275 IN EVENT SPONSORSHIPS, WHICH WERE USED PRIMARILY TO ADDRESS THE HEALTH PRIORITY AREAS IDENTIFIED IN THE 2021-2022 CHNA. MEDICAL EDUCATION (COMMUNITY BASED MEDICAL EDUCATION) THROUGH THE PRITZKER SCHOOL OF MEDICINE AND THE URBAN HEALTH INITIATIVE, MEDICAL STUDENTS HAVE MULTIPLE OPPORTUNITIES TO LEARN ABOUT AND SERVE DIFFERENT COMMUNITIES ON CHICAGO'S SOUTH SIDE. BELOW ARE SOME EXAMPLES OF HOW MEDICAL STUDENTS SERVE THE HEALTH NEEDS OF UCMC SERVICE AREA: * COMMUNITY CHAMPIONS. UNIVERSITY OF CHICAGO MEDICINE GRADUATE MEDICAL EDUCATION AND THE URBAN HEALTH INITIATIVE ESTABLISHED A COMMUNITY CHAMPIONS PROGRAM IN 2021, THE GOAL OF WHICH IS TO ENCOURAGE RESIDENTS AND FELLOWS TO CONNECT TO THE SOUTH SIDE COMMUNITY IN HOPES THAT THEY WILL CHOOSE TO PRACTICE HERE. IN FISCAL 2023, 32 OF THESE COMMUNITY CHAMPIONS DEDICATED 178 HOURS TO SUCH ACTIVITIES AS VIRTUAL AND IN-PERSON WORKSHOPS, FACEBOOK LIVE EVENTS, HIGH SCHOOL HEALTHCARE PANELS, COMMUNITY SERVICE PROJECTS, VOLUNTEERING AT FARMER'S MARKETS, AND MORE. * CHICAGO STREET MEDICINE. SOUTH SIDE CHICAGO STREET MEDICINE (CSM) AT THE UNIVERSITY OF CHICAGO MEDICINE CONSISTS OF MEDICAL STUDENTS AND PHYSICIANS HELPING PEOPLE EXPERIENCING HOMELESSNESS - UNDER BRIDGES, ON STREET CORNERS, IN ALLEYWAYS - TO DELIVER CARE "ON THEIR TERMS, ON THEIR TURF." GIVEN THAT THIS POPULATION HAS LIMITED ACCESS TO HEALTHCARE OUTSIDE OF SHELTERS AND EMERGENCY ROOM VISITS, SOUTH SIDE CSM HELPS SERVE AS A LINK TO THE HEALTHCARE SYSTEM. WITH THE RECENT ARRIVAL OF MIGRANTS TO CHICAGO, CSM ALSO EXPANDED SERVICES TO PROVIDE MEDICAL CARE AT LOCAL POLICE DISTRICTS AND SHELTERS. CSM AIMS TO FILL THE GAP OF CARE FOR THESE NEW ARRIVALS WHO HAVE LITTLE ACCESS TO THE HEALTHCARE SYSTEM HERE IN THE U.S. * HEALTH EQUITY, ADVOCACY, AND ANTI-RACISM (HEAR) COURSE: HEAR ALLOWS STUDENTS TO ENGAGE IN ANTI-RACISM IN THE MEDICAL PROFESSION. REQUIRED FOR ALL FIRST YEAR MEDICAL STUDENTS, IT TAKES PLACE OVER 10 WEEKS WITH A 64 HOUR IN-CLASS COMMITMENT. NO OTHER SCHOOL HAS SUCH A REQUIREMENT FOR THEIR MEDICAL STUDENTS. * STUDENT RUN FREE CLINICS. PRITZKER SCHOOL OF MEDICINE STUDENTS AND PHYSICIANS PROVIDE FREE HEALTH SERVICES AT SIX STUDENT-RUN FREE CLINICS. THE CLINICS PROVIDE ACCESS TO MEDICAL CARE FOR UNDERSERVED PATIENTS IN SEVERAL AREAS OF CHICAGO INCLUDING: ON THE SOUTH SIDE OF CHICAGO: * WASHINGTON PARK CHILDREN'S CLINIC * MARIA SHELTER CLINIC FOR WOMEN AND CHILDREN * SOUTHSIDE FREE CLINIC, AND * BRIDGEPORT FREE CLINIC SERVING CHINESE IMMIGRANT PATIENTS ON THE NORTH SIDE OF CHICAGO: * SEVA CLINIC SERVING SOUTH ASIAN PATIENTS IN ROGERS PARK ON THE WEST SIDE OF CHICAGO: * COMMUNITYHEALTH COMMUNITY HEALTH CENTER LOCATIONS. THE STUDENT RUN FREE CLINICS ARE PURELY RUN BY THE MEDICAL STUDENTS WHO BRING IN FACULTY TO ASSIST WITH TREATING PATIENTS. (CONTINUED ON NEXT PAGE)
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (CONT.) COMMUNITY AFFAIRS IN 2023, UCHICAGO MEDICINE'S OFFICE OF COMMUNITY AFFAIRS (PART OF THE URBAN HEALTH INITIATIVE) HOSTED OR PARTICIPATED IN MORE THAN 70 EVENTS IN THE COMMUNITY. DURING THESE EVENTS, STAFF AND VOLUNTEERS PROVIDED SUPPORT TO COMMUNITY PARTNERS AND SHARED RESOURCES TO HELP RESIDENTS ACCESS HEALTHCARE INFORMATION AND LIVE HEALTHIER LIVES. NOTABLE EVENTS WERE THE BLACK WOMEN'S EXPO, AFRICAN FESTIVAL OF THE ARTS, AND HIGH SCHOOL HEALTHCARE CAREERS EVENTS. AT THESE EVENTS STAFF PROVIDED HEALTH EDUCATION, FITNESS AND WELLNESS ACTIVITIES, AND EVEN HEALTHY FOOD TO COMMUNITY MEMBERS. ANNUALLY, THE DAY OF SERVICE AND REFLECTION (DOSAR) BRINGS UNIVERSITY OF CHICAGO FACULTY, STAFF, STUDENTS, FRIENDS AND FAMILIES INTO OUR SERVICE AREA FOR A MORNING OF COMMUNITY SERVICE AROUND SOUTH SIDE NONPROFIT ORGANIZATIONS. FOR THE 21ST ANNUAL DOSAR, 80 UCHICAGO MEDICINE STAFF AND VOLUNTEERS SERVED 14 COMMUNITY BASED ORGANIZATIONS ON THE SOUTH SIDE WITH PROJECTS SUCH AS BEAUTIFICATION, DONATION SORTING, AND PAINTING. RESEARCH AND EDUCATION UCMC DEDICATES RESOURCES TO A VARIETY OF CLINICAL, RESEARCH AND EDUCATION INITIATIVES THAT ARE DESIGNED TO PROMOTE BETTER HEALTH RESULTS FOR THE COMMUNITIES UCMC SERVES. UCMC WORKS WITH THE UNIVERSITY OF CHICAGO TO CONDUCT A WIDE ARRAY OF EXTERNALLY AND INTERNALLY FUNDED BIOLOGIC RESEARCH WITH THE AIM OF FINDING SOLUTIONS TO SOME OF THE COUNTRY'S MOST CRITICAL HEALTH PROBLEMS. HUNDREDS OF CLINICAL RESEARCH PROJECTS ARE BEING CONDUCTED AT UCMC FACILITIES AT ANY ONE TIME AND ARE AVAILABLE TO NEARLY EVERY TYPE OF UCMC PATIENT. AS A RESULT, UCMC PROVIDES THE ONLY COMPREHENSIVE SET OF CLINICAL TRIALS TO PATIENTS IN THE SOUTH SIDE OF CHICAGO. THE INSTITUTE FOR TRANSLATIONAL MEDICINE (ITM) WAS CREATED IN 2007 AT THE UNIVERSITY OF CHICAGO TO ASSEMBLE, INTEGRATE AND CREATE THE INTELLECTUAL, ADMINISTRATIVE AND PHYSICAL RESOURCES REQUIRED TO CATALYZE RESEARCH AND RESEARCH TRAINING IN CLINICAL AND TRANSLATIONAL SCIENCE. UCHICAGO AND ITM AFFILIATE INSTITUTIONS - RUSH UNIVERSITY MEDICAL CENTER (RUSH), NORTHSHORE UNIVERSITY HEALTHSYSTEM, AND THE ILLINOIS INSTITUTE FOR TECHNOLOGY - BUILD THE INFRASTRUCTURE FOR A TRANSFORMATIVE, ENERGIZED AND SELF-IMPROVING HOME FOR CLINICAL AND TRANSLATIONAL RESEARCH. MORE RECENTLY, IN PARTNERSHIP WITH RUSH, LOYOLA UNIVERSITY CHICAGO AND ADVOCATE HEALTH CARE, ITM PURSUES IMPROVED HEALTH OUTCOMES THROUGHOUT CHICAGOLAND BY MITIGATING DISEASE RISK, MORBIDITY AND MORTALITY THROUGH COLLABORATIVE, MULTIDISCIPLINARY TEAM SCIENCE. OVER THE NEXT SEVERAL YEARS ITM WILL STRIVE TO WORK TOGETHER TO PARTICIPATE IN HEALTH RESEARCH AS A MATTER OF SHARED-SELF INTEREST AND SOCIAL JUSTICE. THE INSTITUTE OF TRANSLATIONAL MEDICINE'S COMMUNITY CLUSTER WORKS SIDE-BY-SIDE WITH UCMC'S OFFICE OF COMMUNITY AFFAIRS AND CENTER FOR COMMUNITY HEALTH AND VITALITY AS THE COMMUNITY RESEARCH LIAISON. UCMC IS DEEPLY COMMITTED TO PROVIDING HEALTH CARE SOLUTIONS AND SERVICES FOR PATIENTS, THE COMMUNITY, THE REGION AND THE WORLD. WITH A CONTINUED FOCUS ON ITS THREE CRITICAL MISSIONS - PATIENT CARE, RESEARCH AND EDUCATION - UCMC STRIVES TO BE A LEADER IN COMPLEX CARE AND TO HAVE A LASTING IMPACT ON THE HEALTH AND VITALITY OF CHICAGO'S SOUTH SIDE.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED IN PART I, LINE 7 IS THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2.
Schedule H, Part II Community Building Activities SEE SCHEDULE H, PART VI, LINE 5 FOR DESCRIPTION ON COMMUNITY BUILDING ACTIVITIES.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE COST OF BAD DEBT IN PART III, LINE 2 IS BASED ON WORKSHEET 2 IN THE INSTRUCTIONS TO SCHEDULE H. THE BASIS FOR THIS COSTING METHODOLOGY IS UCMC'S OPERATING EXPENSES (EXCLUDING BAD DEBT) ADJUSTED BY OTHER OPERATING REVENUE, THE MEDICAID PROVIDER TAX, COMMUNITY BENEFIT EXPENSE AND COMMUNITY BUILDING EXPENSE DIVIDED BY UCMC'S GROSS PATIENT CHARGES.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology UCMC RUNS PRESUMPTIVE ELIGIBILITY FOR FINANCIAL ASSISTANCE WHEN SUFFICIENT INFORMATION CANNOT BE OBTAINED. AS A RESULT, UCMC DOES NOT BELIEVE THERE IS ANY BAD DEBT FOR INDIVIDUALS THAT WOULD OTHERWISE QUALIFY FOR ASSISTANCE.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote FOOTNOTE TO FINANCIAL STATEMENTS: IN ACCORDANCE WITH ASC TOPIC 606, REVENUE FROM CONTRACTS WITH CUSTOMERS, THE SYSTEM DOES NOT ADJUST THE PROMISED AMOUNT OF CONSIDERATION FROM PATIENTS AND THIRD PARTY PAYORS FOR THE EFFECTS OF A SIGNIFICANT FINANCING COMPONENT DUE TO THE EXPECTATION THAT THE PERIOD BETWEEN THE TIME THE SERVICE IS PROVIDED TO A PATIENT AND THE TIME THAT THE PATIENT OR A THIRD-PARTY PAYOR PAYS FOR SERVICE WILL BE ONE YEAR OR LESS. REVENUES ARE RECOGNIZED IN THE AMOUNTS TO WHICH IT EXPECTS TO BE ENTITLED, WHICH ARE THE TRANSACTION PRICES ALLOCATED TO THE DISTINCT SERVICES. THE SYSTEM HAS AGREEMENTS WITH GOVERNMENTAL AND OTHER THIRD-PARTY PAYORS THAT PROVIDE FOR PAYMENTS TO THE SYSTEM AT AMOUNTS DIFFERENT FROM ESTABLISHED CHARGES. PAYMENT ARRANGEMENTS FOR MAJOR THIRD-PARTY PAYORS MAY BE BASED ON PROSPECTIVELY DETERMINED RATES, REIMBURSED COST, DISCOUNTED CHARGES, PER DIEM PAYMENTS, OR OTHER METHODS. THE TRANSACTION PRICE IS DETERMINED BASED ON GROSS CHARGES FOR SERVICES PROVIDED, REDUCED BY EXPLICIT PRICE CONCESSIONS PROVIDED TO THIRD PARTY PAYERS, DISCOUNTS PROVIDED TO UNINSURED PATIENTS IN ACCORDANCE WITH THE FINANCIAL ASSISTANCE PROGRAM, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO UNINSURED PATIENTS. THE ESTIMATES OF EXPLICIT PRICE CONCESSIONS AND DISCOUNTS ARE BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE. THE ESTIMATES OF IMPLICIT PRICE CONCESSIONS ARE BASED ON HISTORICAL COLLECTION EXPERIENCE WITH THESE CLASSES OF PATIENTS USING THE PORTFOLIO APPROACH.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs PAYMENT RATES FOR MEDICARE GENERALLY ARE SET BY LAW, RATHER THAN THROUGH A NEGOTIATION PROCESS AS WITH PRIVATE INSURERS. THESE PAYMENT RATES ARE CURRENTLY SET BELOW UCMC'S COSTS OF PROVIDING THE CARE, WHICH UCMC ACCEPTS AS A VOLUNTARY PARTICIPANT IN THE MEDICARE PROGRAM. UCMC TAKES SERIOUSLY ITS COMMITMENT TO PROVIDE CRITICAL PROGRAMS AND SERVICES THAT INCREASE ACCESS TO HEALTHCARE, IMPROVE THE HEALTH OF ITS COMMUNITY, HELP RELIEVE THE BURDENS OF GOVERNMENT WITH RESPECT TO THE PROVISION AND PAYMENT OF HEALTHCARE, AND ATTEND TO ADULT AND PEDIATRIC DISABLED PATIENTS AS WELL AS THE ELDERLY MEDICARE POPULATION, OFTEN THE MORE VULNERABLE MEMBERS OF OUR COMMUNITY. THIS SAME RATIONALE APPLIES TO MEDICAID RECIPIENTS, TOO POOR TO COVER THEIR OWN HEALTH CARE EXPENSES.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance UCMC PROVIDES DISCOUNTS FOR A PATIENT WHO QUALIFIES FOR TWELVE (12) MONTHS AFTER HE/SHE QUALIFIES. IN ADDITION, UCMC COORDINATES ITS DISCOUNTS WITH UNIVERSITY OF CHICAGO PROVIDER GROUP (UCPG) FOR THE PHYSICIAN BILLING, WHICH IS THROUGH THE UNIVERSITY OF CHICAGO. IN A 12 MONTH PERIOD FOR MEDICALLY NECESSARY HEALTH CARE SERVICES PROVIDED BY UCMC TO AN UNINSURED OR UNDERINSURED PATIENT, THE PATIENT IS NOT RESPONSIBLE TO PAY FOR MORE THAN THAT AMOUNT OF BILLED CHARGES IN EXCESS OF 20% OF THE PATIENT'S FAMILY INCOME. THIS "MEDICAL INDIGENCY DISCOUNT" IS SUBJECT TO THE PATIENT'S CONTINUED ELIGIBILITY DURING THE APPLICABLE TIME PERIOD. THE 12 MONTH PERIOD TO WHICH THE MAXIMUM AMOUNT APPLIES SHALL BEGIN ON THE FIRST DATE THE PATIENT RECEIVES MEDICALLY NECESSARY HEALTH CARE SERVICES THAT ARE DETERMINED TO BE ELIGIBLE FOR THE MEDICAL INDIGENCY DISCOUNT AT UCMC. IN ORDER FOR UCMC TO DETERMINE THE 12 MONTH MAXIMUM AMOUNT THAT CAN BE COLLECTED FROM A PATIENT DEEMED ELIGIBLE, THE PATIENT MUST INFORM UCMC IN SUBSEQUENT INPATIENT ADMISSIONS OR OUTPATIENT ENCOUNTERS THAT THE PATIENT HAS PREVIOUSLY BEEN DETERMINED TO BE ENTITLED TO THE MEDICAL INDIGENCY DISCOUNT. SOME PATIENTS ARE NOT RESPONSIVE IN PROVIDING INFORMATION TO APPLY FOR CHARITY CARE, AT WHICH POINT UCMC MAY LEARN OF THEIR QUALIFICATIONS AFTER THE BILL IS SENT TO COLLECTIONS. IF A PATIENT/GUARANTOR HAS BEEN APPROVED BY UCMC FOR CHARITY CARE AND THE ACCOUNT HAS ALREADY BEEN SENT TO AN OUTSIDE COLLECTION AGENCY, UCMC WILL NOTIFY THE AGENCY OF THE APPROVAL. IF THE APPROVAL WAS FOR 100% DISCOUNT, THE AGENCY WILL BE ADVISED TO CLOSE THE ACCOUNT AS CHARITY CARE AND UCMC STAFF WILL PROCESS AN AGENCY CODE CHANGE IN THE UCMC SYSTEM. IF THE CHARITY CARE ADJUSTMENT IS NOT 100%, THE AGENCY IS NOTIFIED OF THE APPROVED DISCOUNT AND ADVISED TO ADJUST THE BALANCE SHOWN AS DUE BY THE APPROVED DISCOUNT AMOUNT. UCMC STAFF WILL CONCURRENTLY AMEND THE BALANCES DUE IN THE BAD DEBT SYSTEM BY THE APPROVED DISCOUNT AMOUNT.
Schedule H, Part V, Section B, Line 16a FAP website - THE UNIV OF CHICAGO MEDICAL CENTER: Line 16a URL: https://www.uchicagomedicine.org/patients-visitors/patient-information/billing/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website - THE UNIV OF CHICAGO MEDICAL CENTER: Line 16b URL: https://www.uchicagomedicine.org/patients-visitors/patient-information/billing/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - THE UNIV OF CHICAGO MEDICAL CENTER: Line 16c URL: https://www.uchicagomedicine.org/patients-visitors/patient-information/billing/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment UCMC ASSESSES THE HEALTH CARE NEEDS OF THE SOUTH SIDE SERVICE AREA THROUGH THE IMPLEMENTATION OF THE CHNA, STAKEHOLDER ENGAGEMENT, AND COMMUNITY BENEFIT GRANT OPPORTUNITIES FOR COMMUNITY-BASED ORGANIZATIONS. UCMC CONDUCTED ITS LAST CHNA BETWEEN APRIL 2021 AND FEBRUARY 2022 USING A PROCESS THAT WAS ADAPTED FROM THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP) FRAMEWORK. THIS PLANNING FRAMEWORK FOCUSES ON COMMUNITY ENGAGEMENT, PARTNERSHIP DEVELOPMENT, AND INCLUSION OF THOSE WHO HAVE HISTORICALLY BEEN EXCLUDED FROM DECISION-MAKING PROCESSES. PRIMARY DATA FOR THE CHNA WAS COLLECTED THROUGH FOUR CHANNELS: > COMMUNITY RESIDENT SURVEYS > COMMUNITY RESIDENT FOCUS GROUPS > HEALTHCARE AND SOCIAL SERVICE PROVIDER FOCUS GROUP > KEY INFORMANT INTERVIEWS THE COMMUNITY RESIDENT SURVEY TOOL WAS DEVELOPED BY UCMC STAFF AND THE COMMUNITY ADVISORY COUNCIL OVER 12 FEEDBACK SESSIONS AND BASED ON A DESIGN USED BY OTHER PUBLIC HEALTH AGENCIES. THE FINAL SURVEY TOOL INCLUDED 29 QUESTIONS AND ASKED RESPONDENTS TO IDENTIFY HEALTH NEEDS OF YOUTH (0-17 YEARS), ADULTS (18-64 YEARS), AND SENIORS (65+ YEARS). COMMUNITY RESIDENT SURVEYS WERE AVAILABLE ONLINE AND IN PERSON IN BOTH ENGLISH AND SPANISH. COMMUNITY PARTNERS DISTRIBUTED THE SURVEY THROUGH VARIOUS CHANNELS WITH A PARTICULAR EMPHASIS ON SURVEYING TYPICALLY UNDERREPRESENTED POPULATIONS, SUCH AS COMMUNITIES OF COLOR, IMMIGRANTS AND MEMBERS OF THE LGBTQ+ COMMUNITY. UCMC HELD SIX FOCUS GROUPS, EACH COVERING A SPECIFIC HEALTH AREA OR POPULATION: > ADULT HEALTH > MATERNAL HEALTH > YOUTH HEALTH > COMMUNITY SAFETY AND VIOLENCE > MENTAL HEALTH > HEALTHCARE AND SOCIAL SERVICE PROVIDERS DUE TO THE COVID-19 PANDEMIC DURING THE TIME OF DATA COLLECTION, UCMC CONDUCTED MOST OF ITS FOCUS GROUPS VIRTUALLY. EACH FOCUS GROUP LASTED 90 MINUTES WITH UP TO 12 COMMUNITY MEMBERS IN EACH ONE. TEN KEY INFORMANTS WERE IDENTIFIED FOR ONE ON ONE INTERVIEWS. EACH INFORMANT REPRESENTED A VULNERABLE OR MEDICALLY UNDERREPRESENTED POPULATION AND WAS SELECTED TO FURTHER EXPLORE AND VALIDATE THEMES THAT EMERGED FROM THE COMMUNITY RESIDENT SURVEYS AND FOCUS GROUPS. KEY INFORMANT INTERVIEWS WERE CONDUCTED OVER THE PHONE AND EACH LASTED 30 MINUTES. SECONDARY POPULATION HEALTH AND DEMOGRAPHIC DATA WAS COLLECTED FROM A VARIETY OF SOURCES, INCLUDING ILLINOIS HOSPITAL ASSOCIATION (IHA) COMPDATA. UCMC USED A COMMON SET OF HEALTH INDICATORS TO UNDERSTAND THE PREVALENCE OF MORBIDITY AND MORTALITY IN THE SERVICE AREA. ALL DATA WERE UPLOADED AND ANALYZED USING THE METOPIO DATA PLATFORM. BUILDING ON UCMC'S PAST CHNAS, THE COMMUNITY BENEFIT AND EVALUATION TEAM WORKED WITH THE COMMUNITY BENEFIT STEERING COMMITTEE, AS WELL AS THE COMMUNITY ADVISORY COUNCIL TO PRIORITIZE HEALTH ISSUES FOR UCMC'S COMMUNITY BENEFIT PROGRAMMING FOR FY 2023-2025. REPRESENTATIVES FROM THE UCMC URBAN HEALTH INITIATIVE, SELECT UCMC FACULTY, AND COMMUNITY STAKEHOLDERS WERE AMONG THE THREE MAJOR CONSTITUENCIES INVOLVED IN THE HEALTH PRIORITY SELECTION PROCESS. THESE CONSTITUENCIES WERE STRATEGICALLY SELECTED FOR THEIR RESPECTIVE UNDERSTANDING OF COMMUNITY PERSPECTIVES, COMMUNITY ENGAGEMENT, AND COMMUNITY HEALTH EDUCATION EFFORTS. FOR MORE INFORMATION ON UCMC'S SELECTED HEALTH PRIORITY AREAS PLEASE SEE PART V, SECTION B, LINE 11.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: UCMC HAS INFORMATION ON FINANCIAL ASSISTANCE AND CHARITY CARE IN VARIOUS VENUES AND FORMS, UCMC HAS SIGNS AND BROCHURES VISIBLE IN PATIENT ACCESS AND SERVICE AREAS; FINANCIAL ASSISTANCE AND CHARITY CARE INFORMATION IS ON UCMC'S WEBSITE, GUARANTOR BILLS/STATEMENTS, AND IN ALL UCMC'S ADMISSION PACKETS MAILED TO EACH NEW PATIENT. UCMC DISCUSSES FINANCIAL ASSISTANCE AND CHARITY CARE AVAILABILITY WITH PATIENTS WHO CONTACT UCMC. UCMC FINANCIAL COUNSELORS ALSO EXPLAIN THESE OPTIONS, INCLUDING DURING THE "MEDICAL ASSISTANCE NO GRANT" (PUBLIC ASSISTANCE FOR MEDICAL COVERAGE) APPLICATION PROCESS.
Schedule H, Part VI, Line 4 Community information THE UCMC SERVICE AREA CONSISTS OF A LARGE, MEDICALLY UNDERRESOURCED, LOW INCOME POPULATION ON CHICAGO'S SOUTH SIDE, A COMMUNITY THAT IS AMONG ONE OF THE MOST ECONOMICALLY CHALLENGED COMMUNITIES IN THE STATE OF ILLINOIS AND THAT HAS A CRITICAL NEED FOR QUALITY HEALTHCARE. BASED ON THE RESULTS OF THE 2021-2022 CHNA, THE POPULATION OF UCMC SERVICE AREA IS APPROXIMATELY 74% AFRICAN AMERICAN, 7% WHITE AND 15% HISPANIC/LATINX. THE UCMC SERVICE AREA IS RELATIVELY LOW-INCOME COMPARED TO THE CITY OF CHICAGO AS A WHOLE WITH 26.7% OF COMMUNITY RESIDENTS REPORTING FAMILY INCOMES BELOW THE FEDERAL POVERTY LEVEL COMPARED WITH 18.4% FOR THE CITY AS A WHOLE. IN ADDITION, THE UNEMPLOYMENT RATE IN THE UCMC SERVICE AREA (15.8%) IS NEARLY DOUBLE THE RATE OF CITY OF CHICAGO (8.1%). NEARLY HALF OF CHICAGO'S RESIDENTS WHO LIVE IN FOOD DESERTS LIVE IN THE SERVICE AREA. THE UCMC SERVICE AREA IS COMPRISED OF 28 CHICAGO COMMUNITY AREAS ACROSS 12 ZIP CODES. RESULTS FROM THE 2021-2022 CHNA DEMONSTRATED THAT THE UCMC SERVICE AREA COMPRISES OF 626,264 PEOPLE. MANY PEOPLE IN OUR SERVICE AREA ARE UNDERSERVED BY THE HEALTH CARE SYSTEM. IT IS ONE OF THE UNHEALTHIEST AREAS IN COOK COUNTY, WITH HIGH RATES OF DIABETES, HEART DISEASE AND OTHER CHRONIC CONDITIONS. WHILE THE LEADING CAUSES OF DEATH IN THE SERVICE AREA MIRROR THOSE IN THE CITY OF CHICAGO, ALMOST ALL THE CAUSES DISPROPORTIONATELY IMPACT THE NON-HISPANIC BLACK POPULATION. MORTALITY RATES OF HEART DISEASE, STROKE, CHRONIC LOWER RESPIRATORY DISEASE, ALZHEIMER'S DISEASE AND DIABETES-RELATED DEATHS IS HIGHER IN THE UNIVERSITY OF CHICAGO MEDICAL CENTER SERVICE AREA COMPARED TO CHICAGO AS A WHOLE. CANCER - THE SECOND LEADING CAUSE OF DEATH IN THE SERVICE AREA- IMPACTS COMMUNITY MEMBERS AT A HIGHER RATE. SOUTH SIDE RESIDENTS ARE TWICE AS LIKELY TO DIE FROM CANCER THAN THOSE LIVING IN OTHER PARTS OF THE U.S. UCMC IS ONE OF THE FEW HOSPITALS-AND THE ONLY ACADEMIC MEDICAL CENTER-LOCATED IN THE SOUTH SIDE OF CHICAGO. AT THE SAME TIME, HOSPITALIZATION RATES IN UCMC'S SERVICE AREA ARE MUCH HIGHER THAN THE METROPOLITAN AVERAGE. PREVENTABLE CHRONIC CONDITIONS HOSPITALIZATION RATE FOR THE SERVICE AREA IS AMONG THE HIGHEST 5% IN ILLINOIS. TYPE 2 DIABETES HOSPITALIZATIONS ARE IN THE 95TH PERCENTILE, AND STROKE, COPD HOSPITALIZATIONS ARE IN THE 90TH PERCENTILE. IN ADDITION TO CHRONIC CONDITIONS, THE UCMC SERVICE AREA IS IN THE 95TH PERCENTILE FOR BEHAVIORAL HEALTH HOSPITAL ADMISSIONS. LASTLY, SURVEYS, FOCUS GROUPS, KEY INFORMANTS, UTILIZATION DATA AND SECONDARY DATA IDENTIFIED VIOLENT CRIME AS A MAJOR ISSUE IN THE SERVICE AREA. THE EMERGENCY DEPARTMENT VISIT RATE FOR ASSAULT BY FIREARMS FOR YOUNG ADULTS (18-39) IS IN THE 95TH PERCENTILE IN ILLINOIS AND OVER DOUBLE THE RATE FOR THE CITY OF CHICAGO.
Schedule H, Part VI, Line 6 Affiliated health care system THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS REPRESENT THE ACCOUNTS OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER AND ITS AFFILIATES (THE SYSTEM). THE UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC) IS THE PARENT OF AN INTEGRATED NONPROFIT HEALTHCARE ORGANIZATION, COLLABORATING WITH THE UNIVERSITY OF CHICAGO BIOLOGICAL SCIENCES DIVISION, THE UNIVERSITY OF CHICAGO PRITZKER SCHOOL OF MEDICINE, AND THE UNIVERSITY OF CHICAGO PHYSICIANS GROUP TO PROVIDE WORLD-CLASS MEDICAL CARE IN AN ACADEMIC SETTING. INCLUDED WITHIN UCMC ARE THE FOLLOWING ENTITIES; THE CENTER FOR CARE AND DISCOVERY, THE BERNARD MITCHELL HOSPITAL, THE CHICAGO LYING-IN HOSPITAL, THE UNIVERSITY OF CHICAGO COMER CHILDREN'S HOSPITAL, THE DUCHOSSOIS CENTER FOR ADVANCED MEDICINE, THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, THE UCM COMMUNITY HEALTH AND HOSPITAL DIVISION, INC. (CHHD), AND VARIOUS OTHER OUTPATIENT CLINICS AND TREATMENT AREAS. UCMC'S OBLIGATED GROUP INCLUDES THE FOLLOWING ENTITIES: UCMC (EXCLUDING THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, UCMC TITLE HOLDING CORPORATION, AND UCMC TITLE HOLDING CORPORATION II NFP), UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC., INGALLS MEMORIAL HOSPITAL, INGALLS DEVELOPMENT FOUNDATION, AND INGALLS HOME CARE AS PRESENTED IN THE SUPPLEMENTAL CONSOLIDATING SCHEDULES. ENTITIES OF UCMC THAT ARE INCLUDED IN THE NON-OBLIGATED GROUP ARE THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK MEDICAL GROUP, UCMC TITLE HOLDING CORPORATION, AND UCMC TITLE HOLDING CORPORATION II NFP. ENTITIES OF CHHD THAT ARE INCLUDED IN THE NON-OBLIGATED GROUP ARE INGALLS PROVIDER GROUP, INGALLS CARE NETWORK, MEDCENTRIX, INGALLS HEALTH VENTURES, INGALLS CASUALTY INSURANCE, TRULEN INSURANCE SPC LIMITED, AND INGALLS SAME DAY SURGERY. THE RELATIONSHIP BETWEEN UCMC AND THE UNIVERSITY IS DEFINED IN THE MEDICAL CENTER BYLAWS, AN AFFILIATION AGREEMENT, AN OPERATING AGREEMENT, AND SEVERAL LEASES.
Schedule H, Part VI, Line 7 State filing of community benefit report IL
Schedule H (Form 990) 2022
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) AFRICA INTERNATIONAL HOUSE INC
1507 E 53RD STREET ST
Chicago,IL60615
36-3970978 501(c)(3) 12,500       2023 African Festival of the Arts community benefit sponsorship
(2) ALPHA ILLINOIS LEADERSHIP FOUNDATION
5950 S Artesian Ave
Chicago,IL60629
84-2711726 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(3) AMERICAN HEART ASSOCIATION
7272 Greenville Ave
Dallas,TX75231
13-5613797 501(c)(3) 120,000       2023 Heart of Chicago Contribution
(4) JENNIFER FALLICK CANCER SUPPORT CTR
2028 Elm Rd
Homewood,IL60430
36-3880404 501(c)(3) 10,000       Support for the Oncology Team At UC
(5) CHICAGO FAMILY HEALTH CENTER
9119 S Exchange Ave
Chicago,IL60617
45-3732286 501(c)(3) 50,000       Community Benefit Grant Program Chronic Diseases Grant
(6) CHICAGO URBAN LEAGUE
4510 S Michigan Ave
Chicago,IL60653
36-2225483 501(c)(3) 7,500       61st Golden Fellowship Dinner
(7) CITIZENS UNITED FOR RESEARCH IN EPILEPSY
420 N Wabash Ave
Chicago,IL60611
36-4253176 501(c)(3) 30,025       CURE Epilepsy's 25th Anniversary Gala
(8) ENGLEWOOD FIRST RESPONDERS
6352 S Normal Blvd
Chicago,IL60621
83-4502529 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(9) FATHERS FAMILIES & HEALTHY COMMUNITIES
1507 E 53rd St
Chicago,IL60615
45-4684839 501(c)(3) 58,000       Block Hassenfeld Casdin (BHC) Collaborative for Family Resilience Building Trauma Resiliency Grant
(10) FORWARD MOMENTUM CHICAGO NFP
1530 S State St
Chicago,IL60605
46-4011034 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(11) FRIEND FAMILY HEALTH CENTER INC
800 E 55th St
Chicago,IL60615
36-4161801 501(c)(3) 50,000       Community Benefit Grant Program Chronic Diseases Grant
(12) IGNITE ORG
180 N Michigan Ave
Chicago,IL60601
36-2867274 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(13) ILLINOIS TRANSPLANT FUND
4445 South King Dr
Chicago,IL60653
26-3452263 501(c)(3) 150,000       Community benefit sponsorship of Health and Wellness Pavilion at Black Women's EXPO
(14) INSTITUTE FOR NONVIOLENCE CHICAGO
819 N Leamington Ave
Chicago,IL60651
81-1098722 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(15) INSTITUTE FOR POSITIVE LIVING INC
435 E35th St
Chicago,IL60616
36-4386670 501(c)(3) 10,000       Annual Health & Wellness Fair
(16) KIDS ABOVE ALL ILLINOIS
8765 W higgins
Chicago,IL60631
36-2171716 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(17) KIDS OFF THE BLOCK
11627 S Michigan Ave
Chicago,IL60628
52-2413262 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(18) MEDICAL CAREERS EXPOSURE AND EMERGENCY PREPAREDNESS INITIATIVE
910 W Van Buren St
Chicago,IL60607
88-1845241 501(c)(3) 27,330       Block Hassenfeld Casdin (BHC) Collaborative for Family Resilience Building Trauma Resiliency Grant
(19) MGPG EVENTS INC
4445 South King Dr
Chicago,IL60653
26-3452263   15,000       Community benefit sponsorship of Health and Wellness Pavilion at Black Women's EXPO
(20) MIDWEST GAP
PO Box 19082
Chicago,IL60619
83-0429943   30,000       Urban Health Initiative Grant
(21) MOTHER AND CHILD ALLIANCE
917 W 18th Street
Chicago,IL60608
36-4432079 501(c)(3) 10,000       Supporting Women and Newborns in Chicago 20 yr Gala
(22) MR DADS FATHERS CLUB
6405 S Wolcott Ave
Chicago,IL60636
82-4042427 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(23) MY DENSITY MATTERS NFP
23450 W Newhaven Dr
Hawthorn Woods,IL60047
86-3477428 501(c)(3) 26,900       Community Benefit Grant Program Chronic Diseases Grant.
(24) NEW ECLIPSE COMMUNITY ALLIANCE
715 W 51st St
Chicago,IL60609
86-3151464 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(25) PEACEPLAYERS UNITED STATES
1100 15th Street
Washington,DC20005
52-2272092 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(26) RESTORING THE PATH DBA CRUSHERS CLUB
1406 W 64th St
Chicago,IL60636
80-0724941 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(27) SACRED GROUND MINISTRIES
2415 E 87th St
Chicago,IL60617
37-1700537 501(c)(3) 7,998       Southland RISE Community Violence Prevention Grant Program
(28) SILVER CROSS FOUNDATION
1900 Silver Cross Blvd
New Lennox,IL60451
36-3185350 501(c)(3) 6,000       Silver Cross Foundation - golf outing
(29) SINGLE MOTHER'S NAVIGATING PARENTING CAREERS ENTREPRENEURSHIP INC
2 Plaze Dr
Woodridge,IL60517
84-2166816 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(30) SOMETHING GOOD IN ENGLEWOOD
6701 S Emerald Ave
Chicago,IL60621
82-4046837 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(31) TALENTED TENTH COLLEGE PREP
8952 S May St
Chicago,IL60620
61-1588031 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(32) THE CARA PROGRAM
237 S Desplaines
Chicago,IL60661
36-4268095 501(c)(3) 15,000       Gala Sponsorship 2023
(33) THE CITIZENSHIP EDUCATION FUND
930 E 50th St
Chicago,IL60615
34-1447977 501(c)(3) 10,000       Rainbow PUSH Coalition, Citizenship Education Fund, & PUSH Excel 2023 Annual International Convention
(34) TRUE STAR FOUNDATION INC
1130 S Wabash
Chicago,IL60605
20-5289962 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(35) URBAN INITIATIVES INC
650 W Lake
Chicago,IL60661
83-0367521 501(c)(3) 11,000       Southland RISE Community Violence Prevention Grant Program
(36) WHAT ABOUT THE CHILDREN HERE
7721 South Carpenter Street
Chicago,IL60620
26-2510072 501(c)(3) 8,000       Southland RISE Community Violence Prevention Grant Program
(37) YWCA METROPOLITAN CHICAGO
1 N LaSalle St
Chicago,IL60602
36-2179765 501(c)(3) 50,000       Sponsorship of Chicago Leader Luncheon 2020 (virtual)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
35
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Each grantee is required to provide a mid-grant report, including a budget report, and then a final report at the end of the grant term, which also includes a budget report. These reports are reviewed by our Community Benefits management team and if issues arise with a report, the Community Benefits team decides on next steps.
Schedule I (Form 990) 2022



Additional Data


Software ID: 22016089
Software Version: 2022v5.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1MARK ANDERSON
 
TRUSTEE EX OFFICIO (EFF. 10/1/22)
(i)

(ii)
0
-------------
597,666
0
-------------
0
0
-------------
71,853
0
-------------
24,400
0
-------------
8,363
0
-------------
702,282
0
-------------
0
2THOMAS JACKIEWICZ
 
PRESIDENT
(i)

(ii)
1,636,423
-------------
0
616,836
-------------
0
50,309
-------------
0
323,694
-------------
0
11,333
-------------
0
2,638,595
-------------
0
0
-------------
0
3KENNETH S POLONSKY MD
 
TRUSTEE EX OFFICIO (THRU 9/30/22)
(i)

(ii)
0
-------------
1,300,361
0
-------------
400,000
0
-------------
768,029
279,592
-------------
24,400
0
-------------
26,701
279,592
-------------
2,519,491
0
-------------
368,555
4PAUL ALIVISATOS
 
TRUSTEE EX OFFICIO
(i)

(ii)
0
-------------
1,209,761
0
-------------
360,000
0
-------------
262,818
0
-------------
271,600
0
-------------
21,608
0
-------------
2,125,787
0
-------------
0
5KATHERINE BAIKER
 
TRUSTEE EX OFFICIO (EFF. 3/20/23)
(i)

(ii)
0
-------------
632,960
0
-------------
62,475
0
-------------
57,181
0
-------------
24,400
0
-------------
24,027
0
-------------
801,043
0
-------------
0
6KA YEE C LEE
 
TRUSTEE EX OFFICIO (THRU 3/20/23)
(i)

(ii)
0
-------------
816,609
0
-------------
39,750
0
-------------
10,143
0
-------------
24,400
0
-------------
30,597
0
-------------
921,499
0
-------------
0
7STEVEN MONTNER MD
 
TRUSTEE EX OFFICIO
(i)

(ii)
0
-------------
413,107
0
-------------
38,000
0
-------------
0
0
-------------
24,400
0
-------------
34,700
0
-------------
510,207
0
-------------
0
8ROBERT J ZIMMER
 
TRUSTEE EX OFFICIO (THRU 7/1/22)
(i)

(ii)
0
-------------
1,426,800
0
-------------
1,500,000
0
-------------
387,258
0
-------------
84,460
0
-------------
24,421
0
-------------
3,422,940
0
-------------
0
9RICHARD W SILVERIA
 
FORMER CHIEF FINANCIAL OFFICER (THRU 4/22/21)
(i)

(ii)
0
-------------
0
0
-------------
0
251,969
-------------
0
0
-------------
0
0
-------------
0
251,969
-------------
0
0
-------------
0
10AUDRE G BAGNALL
 
EVP, BUS DEVELOP, CSO (12/31/22)
(i)

(ii)
596,700
-------------
0
202,339
-------------
0
214,845
-------------
0
121,556
-------------
0
21,606
-------------
0
1,157,047
-------------
0
96,614
-------------
0
11KRISTA CURELL
 
EVP, Chief Integr. & Transf. Officer
(i)

(ii)
494,486
-------------
0
173,276
-------------
0
110,139
-------------
0
101,609
-------------
0
21,635
-------------
0
901,145
-------------
0
76,594
-------------
0
12JENNIFER HILL
 
BOARD SEC/DEAN CHIEF OF STAFF
(i)

(ii)
213,355
-------------
0
2,000
-------------
0
268
-------------
0
16,846
-------------
0
37,432
-------------
0
269,902
-------------
0
0
-------------
0
13JASON KEELER
 
EVP & CHIEF OPERATING OFFICER
(i)

(ii)
632,898
-------------
0
218,364
-------------
0
29,037
-------------
0
128,197
-------------
0
15,671
-------------
0
1,024,167
-------------
0
0
-------------
0
14ANN MCCOLGAN
 
VP CHIEF TREASURY OFFICER (THRU 5/1/23)
(i)

(ii)
275,729
-------------
0
68,220
-------------
0
109,594
-------------
0
49,787
-------------
0
38,111
-------------
0
541,441
-------------
0
29,271
-------------
0
15IVAN SAMSTEIN
 
CHIEF FINANCIAL OFFICER
(i)

(ii)
873,834
-------------
0
287,750
-------------
0
31,830
-------------
0
176,154
-------------
0
35,194
-------------
0
1,404,763
-------------
0
0
-------------
0
16JOHN SATALIC
 
SVP & GENERAL COUNSEL (THRU 2/1/23)
(i)

(ii)
563,457
-------------
0
184,215
-------------
0
158,736
-------------
0
116,260
-------------
0
39,410
-------------
0
1,062,078
-------------
0
87,534
-------------
0
17RACHEL SPITZ
 
INTERIM GENERAL COUNSEL (EFF. 2/1/23)
(i)

(ii)
299,075
-------------
0
36,660
-------------
0
11,084
-------------
0
22,875
-------------
0
28,848
-------------
0
398,541
-------------
0
0
-------------
0
18MUMTAZ DARBAR
 
VP CLIN PRCTC & VICE DEAN (THRU 3/31/18)
(i)

(ii)
0
-------------
511,967
0
-------------
473,050
0
-------------
120,557
0
-------------
87,770
0
-------------
18,847
0
-------------
1,212,191
0
-------------
0
19BRENDA BATTLE
 
SVP FOR COMMUNITY HEALTH TRANSFORMATION
(i)

(ii)
418,983
-------------
0
141,040
-------------
0
102,805
-------------
0
82,738
-------------
0
18,294
-------------
0
763,862
-------------
0
56,979
-------------
0
20JONATHAN BRICKMAN
 
VP CLINICAL PERIOPERATIVE AND PROCEDURAL SERVICES
(i)

(ii)
298,707
-------------
0
54,470
-------------
0
29,989
-------------
0
54,122
-------------
0
23,821
-------------
0
461,108
-------------
0
0
-------------
0
21MARCO CAPICCHIONI
 
VP, FACILITIES DESIGN & CONSTRUCTION
(i)

(ii)
454,599
-------------
0
102,578
-------------
0
74,605
-------------
0
76,406
-------------
0
24,018
-------------
0
732,205
-------------
0
53,399
-------------
0
22EMILY CHASE
 
SVP PT CARE & CNO
(i)

(ii)
533,446
-------------
0
240,486
-------------
0
40,370
-------------
0
105,854
-------------
0
37,550
-------------
0
957,706
-------------
0
0
-------------
0
23KEVIN COLGAN
 
VP CHIEF PHARMACY OFFICER (THRU 12/31/22)
(i)

(ii)
223,168
-------------
0
79,318
-------------
0
43,408
-------------
0
17,055
-------------
0
15,041
-------------
0
377,990
-------------
0
32,984
-------------
0
24NICOLE FOUNTAIN
 
VP, REVENUE CYCLE
(i)

(ii)
377,721
-------------
0
90,140
-------------
0
1,180
-------------
0
63,739
-------------
0
34,753
-------------
0
567,532
-------------
0
0
-------------
0
25GARY GASBARRA
 
VP PUBLIC PAYOR STRATEGY (THRU 12/6/22)
(i)

(ii)
349,412
-------------
0
89,978
-------------
0
141,753
-------------
0
62,431
-------------
0
23,412
-------------
0
666,986
-------------
0
335,870
-------------
0
26ROBERT J HANLEY
 
SVP, CHIEF HUMAN RESOURCES OFFICER - UCM (THRU 12/31/22)
(i)

(ii)
539,955
-------------
0
192,685
-------------
0
181,855
-------------
0
110,987
-------------
0
37,890
-------------
0
1,063,372
-------------
0
84,283
-------------
0
27PHILLIP KAUFMAN
 
VP, FINANCIAL SHARED SERVICES
(i)

(ii)
384,592
-------------
0
90,228
-------------
0
6,115
-------------
0
64,608
-------------
0
23,990
-------------
0
569,534
-------------
0
0
-------------
0
28CANDIS KINKUS
 
VP, LABORATORY SERVICES (THRU 12/31/22)
(i)

(ii)
292,362
-------------
0
68,290
-------------
0
156,821
-------------
0
48,012
-------------
0
3,857
-------------
0
569,341
-------------
0
145,644
-------------
0
29JEFFREY MURPHY
 
VP WOMEN'S, CHILDREN'S AND EMERGENCY SERVICES
(i)

(ii)
299,564
-------------
0
72,478
-------------
0
10,796
-------------
0
50,234
-------------
0
13,333
-------------
0
446,405
-------------
0
0
-------------
0
30KATHY NAJARIAN
 
VP MANAGED CARE & PROGRAM DEVELOPMENT
(i)

(ii)
388,575
-------------
0
90,383
-------------
0
68,377
-------------
0
65,463
-------------
0
0
-------------
0
612,799
-------------
0
0
-------------
0
31DENISE SCARPELLI
 
VP CHIEF PHARMACY OFFICER (EFF. 8/1/22)
(i)

(ii)
268,748
-------------
0
68,489
-------------
0
3,529
-------------
0
33,367
-------------
0
11,217
-------------
0
385,350
-------------
0
0
-------------
0
32NIDA SHEKHANI
 
VP, CANCER SERVICE
(i)

(ii)
358,771
-------------
0
81,518
-------------
0
11,080
-------------
0
60,689
-------------
0
36,395
-------------
0
548,454
-------------
0
0
-------------
0
33ERIC TRITCH
 
VP, SUPPLY CHAIN
(i)

(ii)
380,594
-------------
0
88,880
-------------
0
9,513
-------------
0
62,755
-------------
0
0
-------------
0
541,742
-------------
0
0
-------------
0
34SIMONA CHIVU
 
PHYSICIAN
(i)

(ii)
328,762
-------------
0
499,322
-------------
0
271
-------------
0
22,875
-------------
0
1,238
-------------
0
852,469
-------------
0
0
-------------
0
35TABRAIZ A MOHAMMED MD
 
PHYSICIAN
(i)

(ii)
494,538
-------------
0
265,553
-------------
0
291
-------------
0
22,875
-------------
0
32,328
-------------
0
815,584
-------------
0
0
-------------
0
36SUNIL NARULA
 
PHYSICIAN
(i)

(ii)
401,312
-------------
0
304,817
-------------
0
22,386
-------------
0
20,400
-------------
0
11,469
-------------
0
760,384
-------------
0
0
-------------
0
37SHAYAN RAYANI
 
PHYSICIAN
(i)

(ii)
417,634
-------------
0
283,237
-------------
0
20,758
-------------
0
22,875
-------------
0
28,270
-------------
0
772,775
-------------
0
0
-------------
0
38AMY ROSS
 
VP STRATEGIC PLANNING
(i)

(ii)
495,958
-------------
0
164,728
-------------
0
8,779
-------------
0
97,783
-------------
0
20,370
-------------
0
787,619
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments DURING 2022, THE ORGANIZATION PROVIDED A VERY LIMITED NUMBER OF AD HOC TAX-RELATED PAYMENTS. ALL TAX-RELATED PAYMENTS ARE INCLUDED IN TAXABLE COMPENSATION, AND ARE CONFIRMED AS BEING REASONABLE WHEN CONSIDERED WITH ALL OTHER FORMS OF COMPENSATION.
Schedule J, Part I, Line 1a Discretionary spending account DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO ALL OF THE ORGANIZATION'S OFFICERS AND VICE PRESIDENTS. OFFICERS AND VICE PRESIDENTS WHO MADE USE OF THE DISCRETIONARY SPENDING ACCOUNT RECEIVED BETWEEN $0 AND $10,000 DURING THE YEAR. THESE BENEFITS ARE ALL CONSIDERED TAXABLE COMPENSATION INCLUDED ON SCHEDULE J, PART II, COLUMN B(III).
Schedule J, Part I, Line 1a Health or social club dues or initiation fees BRENDA BATTLE HAD SOCIAL CLUB DUES REIMBURSED BY UCMC FOR PURPOSES OF CONDUCTING MEETINGS FOR UCMC BUSINESS. THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment IN CALENDAR YEAR 2022, RICHARD SILVERIA RECEIVED SEVERANCE PAYMENTS FOLLOWING HIS TERMINATION OF EMPLOYMENT ($251,969).
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 THE HOSPITAL 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 2023 FOR CALENDAR YEAR 2022: KENNETH POLONSKY AMY ROSS ANN MCCOLGAN AUDRE G. BAGNALL BRENDA BATTLE CANDIS KINKUS DENISE SCARPELLI EMILY CHASE ERIC TRITCH GARY GASBARRA IVAN SAMSTEIN JASON KEELER JEFFREY MURPHY JOHN SATALIC JON BRICKMAN KATHY NAJARIAN KRISTA CURELL MARCO CAPICCHIONI MUMTAZ DARBAR NICOLE FOUNTAIN NIDA SHEKHANI PHILLIP KAUFMAN ROBERT HANLEY THOMAS JACKIEWICZ THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2022 W-2S): KENNETH POLONSKY - $368,555 ANN MCCOLGAN - $29,271 AUDRE G. BAGNALL - $96,614 BRENDA BATTLE - $56,979 CANDIS KINKUS - $145,644 GARY GASBARRA - $44,234 JOHN SATALIC - $87,534 KEVIN COLGAN - $32,984 KRISTA CURELL - $76,594 MARCO CAPICCHIONI - $53,399 ROBERT HANLEY - $84,283 GARY GASBARRA RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL RETIREMENT PLAN FOLLOWING THEIR TERMINATION OF EMPLOYMENT, IN ACCORDANCE WITH THE GOVERNING PLAN DOCUMENT ($291,636 TO GARY GASBARRA). 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 THREE PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED NON-RECURRING PAYMENTS DURING CALENDAR YEAR 2022. THESE NON-FIXED PAYMENTS ARE RELATED TO ADDITIONAL DUTIES PEFORMED, PERFORMANCE BONUSES, OR WELLNESS REWARDS.
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 2022 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: RICHARD SILVERIA.
Schedule J (Form 990) 2022

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS FINANCE AUTHORITY 2009D-1
 
86-1091967 45200FZR3 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT.   X   X   X
B ILLINOIS FINANCE AUTHORITY 2009D-2
 
86-1091967 45200FZT9 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
C ILLINOIS FINANCE AUTHORITY 2009E-1
 
86-1091967 45200FZV4 08-20-2009 60,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
D ILLINOIS FINANCE AUTHORITY 2009E-2
 
86-1091967 45200FZX0 08-20-2009 10,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010A
 
86-1091967 45200F6J3 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010B
 
86-1091967 45200F6G9 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011A
 
86-1091967 45203HAH5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011B
 
86-1091967 45203HAZ5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2013A
 
86-1091967 000000000 01-24-2013 75,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2015A
 
86-1091967 45203HV90 03-12-2015 24,579,546 PARTIAL REDEMPTION OF BONDS (2009C)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016A
 
86-1091967 45204ENE4 11-02-2016 27,641,914 PARTIAL REDEMPTION OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016B
 
86-1091967 45204ENW4 11-02-2016 178,143,217 REDEMPT. OF BONDS (2009C AND 2011C)   X   X   X
ILLINOIS FINANCE AUTHORITY CP 05
 
52-1297563 45200MWS9 09-29-2005 29,000,000 CONSTRUCTION-PEDIATRIC ER & CLINIC   X   X X  
ILLINOIS FINANCE AUTHORITY CP 07
 
52-1297563 45200MC36 04-19-2007 41,000,000 CONSTRUCTION AND RENOVATION   X   X X  
ILLINOIS FINANCE AUTHORITY 2020A
 
86-1091967 000000000 08-14-2020 47,270,000 PARTIAL REDEMPT. OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2022A
 
86-1091967 45204FTB1 12-21-2022 218,238,020 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-1
 
86-1091967 45204FTC9 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-2
 
86-1091967 45204FTD7 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 9,520,000 16,176,000 4,125,000 705,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 35,000,000 35,000,000 60,000,000 10,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,840,790 3,840,790 6,584,210 1,097,368
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 291,947 291,947 500,480 83,413
8 Credit enhancement from proceeds ............. 35,495 35,495 60,848 10,141
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 30,831,768 30,831,768 52,854,462 8,809,078
11 Other spent proceeds ............. 9,598,740 24,194,894 27,363,123 176,346,496
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2013 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.55 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X   X  
b Name of provider .......... WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
c Term of hedge ......... 3240 % 3240 % 3240 % 3240 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Sumitomo Mitsui Banking Corporation
 
Summitomo Mitsui Banking Corporation
 
 
 
Sumitomo Mitsui Banking Corporation
 
c Term of GIC ......... 100 % 100 %   100 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X   X       X  
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part IV, Line 2c DATE(S) REBATE COMPUTATION WAS PERFORMED CUSIP# 45200FZR3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZT9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZV4, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZX0, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200F6J3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45200F6G9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45203HAH5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# 45203HAZ5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# NO CUSIP SERIES 2013A, DATED 1/24/2013, 1/24/2018 CUSIP # 45204ENE4, PARTIAL REDEMPTION OF BONDS (2009B), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP # 45204ENW4, REDEMPT. OF BONDS (2009C AND 2011C), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP# 45200MWS9, CONSTRUCTION-PEDIATRIC ER & CLINIC, ISSUANCE DATE OF 9/29/2005, 9/29/2010 CUSIP# 45200MC36, CONSTRUCTION AND RENOVATION, ISSUANCE DATE OF 4/19/2007, 4/19/2012
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2010A The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2010B The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2011A The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2011B The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2013A The calculation for computing no rebate due was performed on 01/24/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2016A The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2016B The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY CP 05 The calculation for computing no rebate due was performed on 09/29/2010
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY CP 07 The calculation for computing no rebate due was performed on 04/19/2012
Schedule K (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS FINANCE AUTHORITY 2009D-1
 
86-1091967 45200FZR3 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT.   X   X   X
B ILLINOIS FINANCE AUTHORITY 2009D-2
 
86-1091967 45200FZT9 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
C ILLINOIS FINANCE AUTHORITY 2009E-1
 
86-1091967 45200FZV4 08-20-2009 60,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
D ILLINOIS FINANCE AUTHORITY 2009E-2
 
86-1091967 45200FZX0 08-20-2009 10,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010A
 
86-1091967 45200F6J3 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010B
 
86-1091967 45200F6G9 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011A
 
86-1091967 45203HAH5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011B
 
86-1091967 45203HAZ5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2013A
 
86-1091967 000000000 01-24-2013 75,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2015A
 
86-1091967 45203HV90 03-12-2015 24,579,546 PARTIAL REDEMPTION OF BONDS (2009C)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016A
 
86-1091967 45204ENE4 11-02-2016 27,641,914 PARTIAL REDEMPTION OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016B
 
86-1091967 45204ENW4 11-02-2016 178,143,217 REDEMPT. OF BONDS (2009C AND 2011C)   X   X   X
ILLINOIS FINANCE AUTHORITY CP 05
 
52-1297563 45200MWS9 09-29-2005 29,000,000 CONSTRUCTION-PEDIATRIC ER & CLINIC   X   X X  
ILLINOIS FINANCE AUTHORITY CP 07
 
52-1297563 45200MC36 04-19-2007 41,000,000 CONSTRUCTION AND RENOVATION   X   X X  
ILLINOIS FINANCE AUTHORITY 2020A
 
86-1091967 000000000 08-14-2020 47,270,000 PARTIAL REDEMPT. OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2022A
 
86-1091967 45204FTB1 12-21-2022 218,238,020 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-1
 
86-1091967 45204FTC9 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-2
 
86-1091967 45204FTD7 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 9,520,000 16,176,000 4,125,000 705,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 35,000,000 35,000,000 60,000,000 10,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,840,790 3,840,790 6,584,210 1,097,368
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 291,947 291,947 500,480 83,413
8 Credit enhancement from proceeds ............. 35,495 35,495 60,848 10,141
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 30,831,768 30,831,768 52,854,462 8,809,078
11 Other spent proceeds ............. 9,598,740 24,194,894 27,363,123 176,346,496
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2013 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.55 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X   X  
b Name of provider .......... WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
c Term of hedge ......... 3240 % 3240 % 3240 % 3240 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Sumitomo Mitsui Banking Corporation
 
Summitomo Mitsui Banking Corporation
 
 
 
Sumitomo Mitsui Banking Corporation
 
c Term of GIC ......... 100 % 100 %   100 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X   X       X  
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part IV, Line 2c DATE(S) REBATE COMPUTATION WAS PERFORMED CUSIP# 45200FZR3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZT9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZV4, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZX0, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200F6J3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45200F6G9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45203HAH5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# 45203HAZ5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# NO CUSIP SERIES 2013A, DATED 1/24/2013, 1/24/2018 CUSIP # 45204ENE4, PARTIAL REDEMPTION OF BONDS (2009B), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP # 45204ENW4, REDEMPT. OF BONDS (2009C AND 2011C), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP# 45200MWS9, CONSTRUCTION-PEDIATRIC ER & CLINIC, ISSUANCE DATE OF 9/29/2005, 9/29/2010 CUSIP# 45200MC36, CONSTRUCTION AND RENOVATION, ISSUANCE DATE OF 4/19/2007, 4/19/2012
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2010A The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2010B The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2011A The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2011B The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2013A The calculation for computing no rebate due was performed on 01/24/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2016A The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2016B The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY CP 05 The calculation for computing no rebate due was performed on 09/29/2010
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY CP 07 The calculation for computing no rebate due was performed on 04/19/2012
Schedule K (Form 990) 2021

Additional Data


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Software Version: 2022v5.0


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS FINANCE AUTHORITY 2009D-1
 
86-1091967 45200FZR3 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT.   X   X   X
B ILLINOIS FINANCE AUTHORITY 2009D-2
 
86-1091967 45200FZT9 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
C ILLINOIS FINANCE AUTHORITY 2009E-1
 
86-1091967 45200FZV4 08-20-2009 60,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
D ILLINOIS FINANCE AUTHORITY 2009E-2
 
86-1091967 45200FZX0 08-20-2009 10,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010A
 
86-1091967 45200F6J3 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010B
 
86-1091967 45200F6G9 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011A
 
86-1091967 45203HAH5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011B
 
86-1091967 45203HAZ5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2013A
 
86-1091967 000000000 01-24-2013 75,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2015A
 
86-1091967 45203HV90 03-12-2015 24,579,546 PARTIAL REDEMPTION OF BONDS (2009C)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016A
 
86-1091967 45204ENE4 11-02-2016 27,641,914 PARTIAL REDEMPTION OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016B
 
86-1091967 45204ENW4 11-02-2016 178,143,217 REDEMPT. OF BONDS (2009C AND 2011C)   X   X   X
ILLINOIS FINANCE AUTHORITY CP 05
 
52-1297563 45200MWS9 09-29-2005 29,000,000 CONSTRUCTION-PEDIATRIC ER & CLINIC   X   X X  
ILLINOIS FINANCE AUTHORITY CP 07
 
52-1297563 45200MC36 04-19-2007 41,000,000 CONSTRUCTION AND RENOVATION   X   X X  
ILLINOIS FINANCE AUTHORITY 2020A
 
86-1091967 000000000 08-14-2020 47,270,000 PARTIAL REDEMPT. OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2022A
 
86-1091967 45204FTB1 12-21-2022 218,238,020 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-1
 
86-1091967 45204FTC9 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-2
 
86-1091967 45204FTD7 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 9,520,000 16,176,000 4,125,000 705,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 35,000,000 35,000,000 60,000,000 10,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,840,790 3,840,790 6,584,210 1,097,368
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 291,947 291,947 500,480 83,413
8 Credit enhancement from proceeds ............. 35,495 35,495 60,848 10,141
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 30,831,768 30,831,768 52,854,462 8,809,078
11 Other spent proceeds ............. 9,598,740 24,194,894 27,363,123 176,346,496
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2013 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.55 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X   X  
b Name of provider .......... WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
c Term of hedge ......... 3240 % 3240 % 3240 % 3240 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Sumitomo Mitsui Banking Corporation
 
Summitomo Mitsui Banking Corporation
 
 
 
Sumitomo Mitsui Banking Corporation
 
c Term of GIC ......... 100 % 100 %   100 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X   X       X  
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part IV, Line 2c DATE(S) REBATE COMPUTATION WAS PERFORMED CUSIP# 45200FZR3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZT9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZV4, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZX0, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200F6J3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45200F6G9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45203HAH5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# 45203HAZ5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# NO CUSIP SERIES 2013A, DATED 1/24/2013, 1/24/2018 CUSIP # 45204ENE4, PARTIAL REDEMPTION OF BONDS (2009B), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP # 45204ENW4, REDEMPT. OF BONDS (2009C AND 2011C), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP# 45200MWS9, CONSTRUCTION-PEDIATRIC ER & CLINIC, ISSUANCE DATE OF 9/29/2005, 9/29/2010 CUSIP# 45200MC36, CONSTRUCTION AND RENOVATION, ISSUANCE DATE OF 4/19/2007, 4/19/2012
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2010A The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2010B The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2011A The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2011B The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2013A The calculation for computing no rebate due was performed on 01/24/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2016A The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2016B The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY CP 05 The calculation for computing no rebate due was performed on 09/29/2010
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY CP 07 The calculation for computing no rebate due was performed on 04/19/2012
Schedule K (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS FINANCE AUTHORITY 2009D-1
 
86-1091967 45200FZR3 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT.   X   X   X
B ILLINOIS FINANCE AUTHORITY 2009D-2
 
86-1091967 45200FZT9 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
C ILLINOIS FINANCE AUTHORITY 2009E-1
 
86-1091967 45200FZV4 08-20-2009 60,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
D ILLINOIS FINANCE AUTHORITY 2009E-2
 
86-1091967 45200FZX0 08-20-2009 10,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010A
 
86-1091967 45200F6J3 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010B
 
86-1091967 45200F6G9 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011A
 
86-1091967 45203HAH5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011B
 
86-1091967 45203HAZ5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2013A
 
86-1091967 000000000 01-24-2013 75,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2015A
 
86-1091967 45203HV90 03-12-2015 24,579,546 PARTIAL REDEMPTION OF BONDS (2009C)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016A
 
86-1091967 45204ENE4 11-02-2016 27,641,914 PARTIAL REDEMPTION OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016B
 
86-1091967 45204ENW4 11-02-2016 178,143,217 REDEMPT. OF BONDS (2009C AND 2011C)   X   X   X
ILLINOIS FINANCE AUTHORITY CP 05
 
52-1297563 45200MWS9 09-29-2005 29,000,000 CONSTRUCTION-PEDIATRIC ER & CLINIC   X   X X  
ILLINOIS FINANCE AUTHORITY CP 07
 
52-1297563 45200MC36 04-19-2007 41,000,000 CONSTRUCTION AND RENOVATION   X   X X  
ILLINOIS FINANCE AUTHORITY 2020A
 
86-1091967 000000000 08-14-2020 47,270,000 PARTIAL REDEMPT. OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2022A
 
86-1091967 45204FTB1 12-21-2022 218,238,020 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-1
 
86-1091967 45204FTC9 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-2
 
86-1091967 45204FTD7 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 9,520,000 16,176,000 4,125,000 705,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 35,000,000 35,000,000 60,000,000 10,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,840,790 3,840,790 6,584,210 1,097,368
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 291,947 291,947 500,480 83,413
8 Credit enhancement from proceeds ............. 35,495 35,495 60,848 10,141
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 30,831,768 30,831,768 52,854,462 8,809,078
11 Other spent proceeds ............. 9,598,740 24,194,894 27,363,123 176,346,496
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2013 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.55 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X   X  
b Name of provider .......... WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
c Term of hedge ......... 3240 % 3240 % 3240 % 3240 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Sumitomo Mitsui Banking Corporation
 
Summitomo Mitsui Banking Corporation
 
 
 
Sumitomo Mitsui Banking Corporation
 
c Term of GIC ......... 100 % 100 %   100 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X   X       X  
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part IV, Line 2c DATE(S) REBATE COMPUTATION WAS PERFORMED CUSIP# 45200FZR3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZT9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZV4, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZX0, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200F6J3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45200F6G9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45203HAH5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# 45203HAZ5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# NO CUSIP SERIES 2013A, DATED 1/24/2013, 1/24/2018 CUSIP # 45204ENE4, PARTIAL REDEMPTION OF BONDS (2009B), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP # 45204ENW4, REDEMPT. OF BONDS (2009C AND 2011C), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP# 45200MWS9, CONSTRUCTION-PEDIATRIC ER & CLINIC, ISSUANCE DATE OF 9/29/2005, 9/29/2010 CUSIP# 45200MC36, CONSTRUCTION AND RENOVATION, ISSUANCE DATE OF 4/19/2007, 4/19/2012
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2010A The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2010B The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2011A The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2011B The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2013A The calculation for computing no rebate due was performed on 01/24/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2016A The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2016B The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY CP 05 The calculation for computing no rebate due was performed on 09/29/2010
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY CP 07 The calculation for computing no rebate due was performed on 04/19/2012
Schedule K (Form 990) 2021

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number
36-3488183
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS FINANCE AUTHORITY 2009D-1
 
86-1091967 45200FZR3 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT.   X   X   X
B ILLINOIS FINANCE AUTHORITY 2009D-2
 
86-1091967 45200FZT9 08-20-2009 35,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
C ILLINOIS FINANCE AUTHORITY 2009E-1
 
86-1091967 45200FZV4 08-20-2009 60,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
D ILLINOIS FINANCE AUTHORITY 2009E-2
 
86-1091967 45200FZX0 08-20-2009 10,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010A
 
86-1091967 45200F6J3 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2010B
 
86-1091967 45200F6G9 11-09-2010 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011A
 
86-1091967 45203HAH5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2011B
 
86-1091967 45203HAZ5 05-20-2011 46,250,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2013A
 
86-1091967 000000000 01-24-2013 75,000,000 CONSTRUCT., EQUIP., AND CAP. INT   X   X   X
ILLINOIS FINANCE AUTHORITY 2015A
 
86-1091967 45203HV90 03-12-2015 24,579,546 PARTIAL REDEMPTION OF BONDS (2009C)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016A
 
86-1091967 45204ENE4 11-02-2016 27,641,914 PARTIAL REDEMPTION OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2016B
 
86-1091967 45204ENW4 11-02-2016 178,143,217 REDEMPT. OF BONDS (2009C AND 2011C)   X   X   X
ILLINOIS FINANCE AUTHORITY CP 05
 
52-1297563 45200MWS9 09-29-2005 29,000,000 CONSTRUCTION-PEDIATRIC ER & CLINIC   X   X X  
ILLINOIS FINANCE AUTHORITY CP 07
 
52-1297563 45200MC36 04-19-2007 41,000,000 CONSTRUCTION AND RENOVATION   X   X X  
ILLINOIS FINANCE AUTHORITY 2020A
 
86-1091967 000000000 08-14-2020 47,270,000 PARTIAL REDEMPT. OF BONDS (2009B)   X   X   X
ILLINOIS FINANCE AUTHORITY 2022A
 
86-1091967 45204FTB1 12-21-2022 218,238,020 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-1
 
86-1091967 45204FTC9 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
ILLINOIS FINANCE AUTHORITY 2022B-2
 
86-1091967 45204FTD7 12-21-2022 87,989,028 CONSTRUCT., EQUIP., AND MEMBERSHIP INT.,   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 9,520,000 16,176,000 4,125,000 705,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 35,000,000 35,000,000 60,000,000 10,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,840,790 3,840,790 6,584,210 1,097,368
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 291,947 291,947 500,480 83,413
8 Credit enhancement from proceeds ............. 35,495 35,495 60,848 10,141
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 30,831,768 30,831,768 52,854,462 8,809,078
11 Other spent proceeds ............. 9,598,740 24,194,894 27,363,123 176,346,496
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2013 2013 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.55 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X   X  
b Name of provider .......... WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
WELLSJPMMIZUHO
 
c Term of hedge ......... 3240 % 3240 % 3240 % 3240 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Sumitomo Mitsui Banking Corporation
 
Summitomo Mitsui Banking Corporation
 
 
 
Sumitomo Mitsui Banking Corporation
 
c Term of GIC ......... 100 % 100 %   100 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X   X       X  
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part IV, Line 2c DATE(S) REBATE COMPUTATION WAS PERFORMED CUSIP# 45200FZR3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZT9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZV4, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200FZX0, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 8/20/2009, 8/20/2014 CUSIP# 45200F6J3, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45200F6G9, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 11/9/2010, 11/9/2015 CUSIP# 45203HAH5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# 45203HAZ5, CONSTRUCTION, EQUIPMENT AND CAPITAL, ISSUANCE DATE OF 5/20/2011, 5/20/2016 CUSIP# NO CUSIP SERIES 2013A, DATED 1/24/2013, 1/24/2018 CUSIP # 45204ENE4, PARTIAL REDEMPTION OF BONDS (2009B), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP # 45204ENW4, REDEMPT. OF BONDS (2009C AND 2011C), ISSUANCE DATE OF 11/2/2016, 11/2/2021 CUSIP# 45200MWS9, CONSTRUCTION-PEDIATRIC ER & CLINIC, ISSUANCE DATE OF 9/29/2005, 9/29/2010 CUSIP# 45200MC36, CONSTRUCTION AND RENOVATION, ISSUANCE DATE OF 4/19/2007, 4/19/2012
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2009D-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-1 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2009E-2 The calculation for computing no rebate due was performed on 08/20/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2010A The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY 2010B The calculation for computing no rebate due was performed on 11/09/2015
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2011A The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2011B The calculation for computing no rebate due was performed on 05/20/2016
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY 2013A The calculation for computing no rebate due was performed on 01/24/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: ILLINOIS FINANCE AUTHORITY 2016A The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: ILLINOIS FINANCE AUTHORITY 2016B The calculation for computing no rebate due was performed on 11/02/2021
Schedule K, Part IV, Line 2c COLUMN A Issuer name: ILLINOIS FINANCE AUTHORITY CP 05 The calculation for computing no rebate due was performed on 09/29/2010
Schedule K, Part IV, Line 2c COLUMN B Issuer name: ILLINOIS FINANCE AUTHORITY CP 07 The calculation for computing no rebate due was performed on 04/19/2012
Schedule K (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 1 1,002,877 Selling cost
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( AIRLINE VOUCHERS ) X 1 28,000 Selling cost
26 Other Right pointing arrow large image ( TRADING CARDS ) X 1 3,346 Selling cost
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
1
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS OTHER - AIRLINE VOUCHERS NUMBER OF ITEMS RECEIVED
Schedule M, Part I Explanations of reporting method for number of contributions Other - TRADING CARDS TRADING CARDS NUMBER OF ITEMS RECEIVED
Schedule M (Form 990) (2022)

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Return Reference Explanation
Form 990, Part I, Line 1 AND PART III LINE 1 OUR MISSION IS TO PROVIDE SUPERIOR HEALTH CARE IN A COMPASSIONATE MANNER, EVER MINDFUL OF EACH PATIENT'S DIGNITY AND INDIVIDUALITY. TO ACCOMPLISH OUR MISSION, WE CALL UPON THE SKILLS AND EXPERTISE OF ALL WHO WORK TOGETHER TO ADVANCE MEDICAL INNOVATION, SERVE THE HEALTH NEEDS OF THE COMMUNITY, AND FURTHER THE KNOWLEDGE OF THOSE DEDICATED TO CARING. OUR AIM TO "SERVE THE HEALTH NEEDS OF THE COMMUNITY" ANCHORS OUR MISSION STATEMENT AND SHAPES THE ETHOS AND WORK OF THE UNIVERSITY OF CHICAGO MEDICINE. OUR COMMUNITY ADVISES US ON STRATEGY, INFORMS OUR RESEARCH, AND PARTNERS WITH US FOR COLLECTIVE IMPACT TOWARD IMPROVING THE HEALTH AND WELLNESS OF OUR COMMUNITY. ON A FOUNDATION OF MUTUAL RESPECT, WE WILL WORK TOGETHER TO BUILD THE UNIVERSITY OF CHICAGO MEDICINE INTO ONE OF THE FINEST ORGANIZATIONS IN THE COUNTRY AS MEASURED BY THE QUALITY OF PATIENT CARE, THE SATISFACTION OF PATIENTS AND THEIR FAMILIES, AND THE LEVEL OF PRIDE AMONG EVERYONE WHO WORKS HERE.
Form 990, Part III, Line 4a UCMC PROVIDES A SUBSTANTIAL AMOUNT OF CARE FOR WHICH IT DOES NOT RECEIVE PAYMENT. FOR FISCAL YEAR 2023, UCMC PROVIDED OVER $22,000,000 IN CHARITY CARE, INCURRED LOSSES ON GOVERNMENT PROGRAMS OF OVER $249,209,000, AND INCURRED UNCOMPENSATED CHARGES-OR BAD DEBT-OF $46,653,000. UCMC ALSO INCURRED $82,603,000 IN UNREIMBURSED EDUCATION EXPENSES DURING FY 2023, PROVIDED RESEARCH SUPPORT OF $48,000,000 AND $9,972,000 OF SUPPORT FOR OTHER PROGRAMS. ADULT PATIENT CARE IN THE CENTER FOR CARE AND DISCOVERY ("CCD") AND BERNARD A. MITCHELL HOSPITAL UCMC'S CENTER FOR CARE AND DISCOVERY, A 10-STORY HOSPITAL THAT OPENED IN 2013, SERVES AS THE CORE OF THE UCMC CAMPUS. THE HOSPITAL IS 1.2 MILLION SQUARE FEET AND CONTAINS 436 SINGLE-OCCUPANCY INPATIENT ROOMS, INCLUDING 52 INTENSIVE CARE BEDS, 23 OPERATING ROOMS WITH LEADING-EDGE TECHNOLOGY, AND 9 ADVANCED IMAGING SUITES FOR INTERVENTIONAL PROCEDURES. THE CCD PROVIDES A HOME FOR COMPLEX SPECIALTY CARE WITH A FOCUS ON CANCER, GASTROINTESTINAL DISEASE, NEUROSCIENCE, ADVANCED SURGERY, AND HIGH TECHNOLOGY MEDICAL IMAGING. THE FACILITY IS DESIGNED FOR FAMILY-CENTERED CARE AND IMPROVED COMMUNICATION AMONG ALL MEMBERS OF THE PATIENT CARE TEAMS. UCMC'S BERNARD A. MITCHELL HOSPITAL ("MITCHELL"), WHICH WAS BUILT IN 1983, IS HOME TO A VARIETY OF SPECIALTY CARE, INCLUDING OUR POST-NATAL MOTHER-BABY UNIT, ADVANCED IMAGING SERVICES, PHYSICAL THERAPY SERVICES, DIALYSIS ACCESS CENTER AND IN-PATIENT UNITS. MITCHELL ALSO HOUSES THE UNIVERSITY OF CHICAGO MEDICAL CENTER BURN AND ELECTRICAL TRAUMA UNITS AND INTENSIVE CARE UNITS FOR TRANSPLANTATION, NEUROLOGY AND NEUROSURGERY, CARDIOTHORACIC CARE, GENERAL SURGERY, AND GENERAL MEDICINE PATIENTS. UCMC HOUSES ONE OF ONLY TWO BURN UNITS IN CHICAGO, AT WHICH UCMC PROVIDES CARE TO CRITICALLY-INJURED ADULT AND PEDIATRIC PATIENTS, MANY OF WHOM SPEND MONTHS IN THIS INTENSIVE CARE FACILITY. IN ADDITION, UCMC'S MITCHELL HOSPITAL CONTAINS STATE-OF-THE-ART OBSTETRICAL AND GYNECOLOGICAL FACILITIES AND HAS A LEADING PROGRAM IN REPRODUCTIVE ENDOCRINOLOGY AND INFERTILITY. THE FACILITIES INCLUDE NINE LABOR AND DELIVERY SUITES, 5 ANTEPARTUM SUITES, AS WELL AS A 17-BED GYNECOLOGICAL UNIT AND TWO OBSTETRIC OPERATING ROOMS. IN ADDITION, DURING FY 2018, UCMC BEGAN PROVIDING LEVEL I ADULT TRAUMA CARE TO THE SOUTH SIDE OF CHICAGO, EXTENDING TRAUMA CARE TO A COMMUNITY FROM WHICH APPROXIMATELY 50% OF TRAUMA CASES IN THE CITY ORIGINATE. IN ITS STATE OF THE ART TRAUMA CENTER, UCMC PROVIDES TRAUMA SURGERY, ACUTE CARE SURGERY AND CRITICAL CARE SURGERY TO TREAT INJURIES INCLUDING BURNS, BLUNT TRAUMA, AND PENETRATING TRAUMA TYPICALLY SEEN WITH GUNSHOTS AND STAB WOUNDS. UCMC OFFERS WORLD-CLASS TRANSPLANTATION PROGRAMS IN SEVERAL AREAS, INCLUDING TRANSPLANTATION OF THE LIVER, KIDNEY, PANCREAS, LUNG, HEART, BONE MARROW AND OTHER TISSUES, MULTIPLE-ORGAN TRANSPLANTATION, AND RESEARCH IN TRANSPLANT IMMUNOLOGY. UCMC PERFORMED 353 ORGAN TRANSPLANTS IN FY 2023 AND 161 BONE MARROW OR STEM CELL TRANSPLANT PROCEDURES FOR THE TREATMENT OF VARIOUS CANCERS FOR BOTH ADULT AND PEDIATRIC PATIENTS. IN ADDITION, UCMC IS ONE OF A SELECT GROUP OF MEDICAL CENTERS IN THE UNITED STATES TO LEAD CLINICAL TRIALS INTO CAR T-CELL THERAPIES FOR SPECIFIC TYPES OF BLOOD CANCERS AND UCMC WAS THE FIRST SITE IN THE COUNTRY TO BE FDA-APPROVED FOR CAR T-CELL THERAPIES FOR BOTH ADULT AND PEDIATRIC PATIENTS. IN FY 2023, UCMC PERFORMED 46 CAR T-CELL THERAPIES. UCMC ADMITTED OR OBSERVED OVER 38,000 ADULT PATIENTS IN FISCAL YEAR 2023, WITH OVER 949,000 ADULT AND PEDIATRIC VISITS TO ITS OUTPATIENT AMBULATORY CARE FACILITIES. IN FY 2023, UCMC DELIVERED OVER 2,700 BABIES. UCMC'S EMERGENCY DEPARTMENT ("ED") IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK AND IN FY 2023, UCMC PROVIDED OVER 68,000 ADULT ED VISITS, MAKING IT ONE OF THE BUSIEST EMERGENCY ROOMS ON CHICAGO'S SOUTH SIDE. ADDITIONALLY, UCMC PROVIDED OVER 3,700 TRAUMA ED VISITS IN FY2023. IN ADDITION, UCMC SERVES AS A RESOURCE HOSPITAL FOR ONE OF THE EMERGENCY MEDICAL SYSTEM ("EMS") REGIONS IN ILLINOIS, AND IS ONE OF FOUR RESOURCE HOSPITALS IN CHICAGO. AS A RESOURCE HOSPITAL, UCMC HAS AUTHORITY AND RESPONSIBILITY OVER THE EMS REGIONAL SYSTEM, INCLUDING THE CLINICAL ASPECTS, OPERATIONS AND EDUCATIONAL PROGRAMS. UCMC PROVIDES THE ENTIRE BUDGET FOR ITS PARTICIPATION AS A RESOURCE HOSPITAL AND SPENDS NEARLY $635,000 PER YEAR ON THIS SERVICE. UCMC ALSO IS RESPONSIBLE FOR REPLACING MEDICAL SUPPLIES AND PROVIDING FOR EQUIPMENT EXCHANGE IN PARTICIPATING EMS VEHICLES. UCMC SPENDS APPROXIMATELY $30,000 PER YEAR ON REPLACEMENT AND RESTOCKING. CHICAGO COMER CHILDREN'S HOSPITAL AS A MAJOR TERTIARY REFERRAL CENTER, THE UNIVERSITY OF CHICAGO COMER CHILDREN'S HOSPITAL SEES CHILDREN WITH MEDICAL PROBLEMS THAT RANGE FROM SOME OF THE MOST COMMON TO SOME OF THE MOST COMPLEX IN ITS 172-BED, SEVEN-STORY FACILITY, WHICH OPENED IN FEBRUARY 2005. OVER 7,000 CHILDREN WERE ADMITTED TO OR OBSERVED AT COMER CHILDREN'S HOSPITAL IN FISCAL YEAR 2023. IN FY 2023, UCMC'S OUTPATIENT CLINICS ACCOMMODATED OVER 57,000 SPECIALTY PEDIATRIC VISITS AND OVER 35,000 VISITS WERE MADE TO THE COMER PEDIATRIC EMERGENCY ROOM. COMER CHILDREN'S HOSPITAL IS STAFFED BY APPROXIMATELY 170 PHYSICIANS FROM THE DEPARTMENT OF PEDIATRICS AT THE UNIVERSITY, AS WELL AS SPECIALTY NURSES AND CLINICAL SUPPORT STAFF. TEAMS OF HEALTHCARE PROFESSIONALS-INCLUDING MEDICAL STUDENTS, RESIDENTS AND FELLOWS-WORK TOGETHER TO PROVIDE GENERAL AND SPECIALTY MEDICAL CARE FOR NEWBORNS TO YOUNG ADULTS. AT COMER CHILDREN'S HOSPITAL AND THROUGHOUT ITS OUTPATIENT CLINICS, CHILDREN AND TEENS RECEIVE ADVANCED THERAPIES IN ALL CLINICAL AREAS. COMER CHILDREN'S HOSPITAL IS A PEDIATRIC LEVEL I TRAUMA CENTER THAT TREATS CHILDREN WITH SEVERE INJURIES FOR EMERGENCY TRAUMA CARE. UCMC ALSO CARES FOR CRITICALLY ILL AND INJURED CHILDREN IN ITS TECHNOLOGICALLY ADVANCED PEDIATRIC INTENSIVE CARE UNIT ("PICU"). THE 30-BED PICU IS FULLY EQUIPPED TO TREAT CHILDREN WITH MULTIPLE TRAUMAS, COMPLEX MEDICAL PROBLEMS, AND CONDITIONS REQUIRING MAJOR SURGERY, INCLUDING CARDIAC, TRANSPLANT, AND NEUROSURGERY. IN ADDITION, 47 DESIGNATED TERTIARY CARE (LEVEL III) BEDS IN THE NEONATAL INTENSIVE CARE UNIT AND 24 CONVALESCENT (LEVEL II) BEDS IN THE TRANSITIONAL CARE UNIT PROVIDE PREMATURE AND CRITICALLY ILL INFANTS WITH THE MOST ADVANCED MEDICAL CARE AND LIFE SUPPORT SYSTEMS. INFANTS WHO SPEND TIME IN THE COMER NICU RECEIVE SPECIALIZED FOLLOW-UP CARE AT THE CENTER FOR HEALTHY FAMILIES ("CENTER") AFTER THEY ARE DISCHARGED. THE CENTER USES A MULTIDISCIPLINARY CARE APPROACH THAT INCLUDES GENERAL PEDIATRICIANS, NEONATOLOGISTS, NURSE EDUCATORS, PEDIATRIC SOCIAL WORKERS, REGISTERED DIETITIANS, OCCUPATIONAL THERAPISTS, PHYSICAL THERAPISTS, SPEECH THERAPISTS AND HOME HEALTH NURSES. THE CENTER ALSO DRAWS ON THE EXPERTISE OF OTHER PEDIATRIC SPECIALISTS AS NEEDED. THE TEAM ADDRESSES A HOST OF CONCERNS, INCLUDING MEDICAL AND PHYSICAL NEEDS, DEVELOPMENT, MOTOR SKILLS, SPEECH, GROWTH, NUTRITION, AND THE HOME ENVIRONMENT. TEAM MEMBERS ARE AVAILABLE BY PAGER 24 HOURS A DAY AND ALSO TEACH PARENTS HOW TO GIVE MEDICATIONS, MONITOR SYMPTOMS, AND TAKE OTHER STEPS TO MEET THEIR CHILD'S SPECIAL NEEDS. SOMETIMES, TEAM MEMBERS EVEN VISIT THE CHILD'S HOME TO HELP PARENTS AND CAREGIVERS ADAPT TO THE PHYSICAL AND EMOTIONAL ENVIRONMENT TO SUPPORT THE CHILD'S NEEDS. FAMILIES OF THESE PEDIATRIC PATIENTS CAN STAY AT THE 30,000 SQUARE-FOOT RONALD MCDONALD HOUSE ON CAMPUS, WHICH UCMC BUILT AND OPENED IN DECEMBER 2007 AND FULLY REMODELED IN 2019. ADDITIONALLY, IN AN EFFORT TO ENSURE PATIENTS AND THEIR FAMILIES WHO ARE RECEIVING CARE AT COMER CHILDREN'S HOSPITAL DO NOT SUFFER FROM HUNGER OR THE INABILITY TO PURCHASE FOOD, THE COMER FOOD PANTRY ALLEVIATES FOOD INSECURITY FOR PATIENT FAMILIES AT THE COMER CHILDREN'S HOSPITAL. COMER CHILDREN'S HOSPITAL SERVES AS THE CENTER OF A REGIONAL PERINATAL NETWORK THAT IS RESPONSIBLE FOR THE ADMINISTRATION AND IMPLEMENTATION OF THE ILLINOIS DEPARTMENT OF PUBLIC HEALTH'S ("IDPH") REGIONALIZED PERINATAL HEALTH CARE PROGRAM. IN THIS ROLE, UCMC PROVIDES TWELVE AREA HOSPITALS WITH CONSULTATION AS WELL AS TRANSPORT SERVICES FOR BABIES BORN IN NETWORK HOSPITALS, MORE THAN ONE-THIRD OF THEM CONSIDERED HIGH-RISK. THE NETWORK IS COMMITTED TO REDUCING FETAL AND INFANT MORTALITY THROUGHOUT THE SURROUNDING URBAN, SUBURBAN, AND RURAL COMMUNITIES. UCMC ALSO PROVIDES LEADERSHIP IN THE DESIGN AND IMPLEMENTATION OF IDPH'S CONTINUOUS QUALITY IMPROVEMENT PROGRAM AND PARTICIPATES IN CONTINUING EDUCATION FOR OTHER HEALTH PROFESSIONALS.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 13,057,605 including grants of $ 879,703)(Revenue $ 20,279,428) OTHER PROGRAM SERVICES INCLUDE FOOD SERVICE, EMERGENCY TRANSPORTATION, MEDICAL CENTER PARKING, AND MISCELLANEOUS RETAIL OPERATIONS.
Form 990, Part VI, Line 15a 15B THE UCMC COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE COMMITTEE) IS RESPONSIBLE FOR THE OVERSIGHT OF UCMC'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 UCMC'S PRESIDENT AND VICE PRESIDENTS 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 NO LESS FREQUENTLY THAN ANNUALLY. IT PREPARES A TIMELY AND THOROUGH WRITTEN RECORD OF ITS DELIBERATIONS AND CONCLUSIONS. THE COMPENSATION OF THE DEAN AND EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS, WHO IS AN EMPLOYEE OF THE UNIVERSITY OF CHICAGO, IS REVIEWED AND APPROVED BY THE UNIVERSITY OF CHICAGO BOARD OF TRUSTEES' AUTHORIZED GOVERNING BODY.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons TRUSTEE PATRICK KELLY AND TRUSTEE EMILY NICKLIN - Business relationship, TRUSTEE PATRICK KELLY AND TRUSTEES CRAIG DUCHOSSOIS AND ASHLEY JOYCE - Business relationship, TRUSTEE PATRICK KELLY AND TRUSTEE TERRY VAN DER AA - Business relationship, TRUSTEE CRAIG DUCHOSSOIS AND TRUSTEES KEVIN BROWN, PAUL CARBONE, AND JOHN SVOBODA - Business relationship, PAUL ALIVISATOS, ANDREW ALPER, PAUL ANDERSON, BARRY FIELDS, RODNEY GOLDSTEIN, ASHLEY JOYCE, RACHEL KOHLER, JOSEPH NEUBAUER, EMILY NICKLIN, BRIEN O'BRIEN, TANDEAN RUSTANDY, PAUL YOVOVICH, KENNETH POLONSKY, AND ROBERT ZIMMER ARE UCMC TRUSTEES WHO ARE ALSO ON THE UNIVERSITY OF CHICAGO BOARD OR A UC OFFICER - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents UCMC AMENDED ITS BYLAWS ON FEBRUARY 22, 2023 TO (I) REMOVE THE CHANCELLOR FROM THE EX OFFICIO MEMBERS OF THE BOARD, (II) REFLECT A CHANGE IN TITLE FROM THE EXECUTIVE VICE PRESIDENT OF THE UNIVERSITY FOR BIOLOGY AND MEDICINE AND PRESIDENT OF THE UNIVERSITY OF CHICAGO HEALTH SYSTEM TO THE DEAN OF THE BIOLOGICAL SCIENCES DIVISION AND PRITZKER SCHOOL OF MEDICINE AND EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS ("DEAN/EVP"), AND (III) REFLECT THE CHANGE IN TITLE FOR THE UCMC PRESIDENT TO ALSO BE THE PRESIDENT OF THE UNIVERSITY OF CHICAGO HEALTH SYSTEM. THE UNIVERSITY OF CHICAGO HEALTH SYSTEM INCLUDES THE UNIVERSITY OF CHICAGO MEDICAL CENTER AND ALL OF ITS AFFILIATED CLINICAL FACILITIES INCLUDING, WITHOUT LIMITATION, INGALLS MEMORIAL HOSPITAL, UCHICAGO MEDICINE NORTHWEST INDIANA INC., AND THE JOINT VENTURE WITH ADVENTHEALTH.
Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF UCMC IS THE UNIVERSITY OF CHICAGO, A NOT-FOR PROFIT ENTITY. UCMC PROVIDES HEALTHCARE, RESEARCH, AND EDUCATION PRIMARILY ON THE UNIVERSITY CAMPUS, AND THE BULK OF ITS MEDICAL STAFF MEMBERS ARE UNIVERSITY OF CHICAGO FACULTY. UCMC IS THE SOLE MEMBER OF UCMC COMMUNITY PHYSICIANS. UCMC IS ALSO THE SOLE MEMBER OF UNIVERSITY OF CHICAGO CARE NETWORK, LLC, WHICH IN TURN IS THE SOLE MEMBER OF BOTH UCM CARE NETWORK MEDICAL GROUP, INC. AND UCM CARE NETWORK AFFILIATED PHYSICIANS, LLC.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PURSUANT TO UCMC BYLAWS, EX-OFFICIO MEMBERS OF THE UCMC BOARD OF TRUSTEES ARE THE PRESIDENT OF THE UNIVERSITY, THE CHAIR OF THE UNIVERSITY'S BOARD, THE PROVOST OF THE UNIVERSITY, THE DEAN OF THE BIOLOGICAL SCIENCES DIVISION AND PRITZKER SCHOOL OF MEDICINE, WHO IS ALSO THE EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS OF THE UNIVERSITY OF CHICAGO. THE UNIVERSITY OF CHICAGO APPOINTS ALL TRUSTEES, APPOINTS ONE MEMBER OF THE AUDIT COMMITTEE, APPROVES THE UCMC BUDGET AND PROPOSALS FOR LARGE EXPENDITURES, AND APPROVES THE UCMC LONG-TERM STRATEGIC PLAN. THE DEAN APPOINTS THE PRESIDENT, SUBJECT TO THE CONSENT OF THE BOARD'S EXECUTIVE COMMITTEE, AND, AFTER CONSULTATION WITH THE UCMC PRESIDENT, APPOINTS THE CHIEF FINANCIAL OFFICER. THE COMPENSATION COMMITTEE INCLUDES THE DEAN, A TRUSTEE APPOINTED BY THE UNIVERSITY OF CHICAGO, AND THE CHAIRMAN OF THE UCMC BOARD, WHO IS ALSO A UNIVERSITY OF CHICAGO TRUSTEE. THE UNIVERSITY OF CHICAGO MAY AMEND OR REPEAL THE UCMC BYLAWS, AND MUST APPROVE UCMC BOARD ACTION. THE BOARD CHAIR IS ELECTED BY THE UNIVERSITY FROM AMONG THE TRUSTEES THAT ARE ALSO UNIVERSITY TRUSTEES. THE UNIVERSITY SELECTS THE TRUSTEES TO REPLACE THOSE TRUSTEES WHOSE TERMS ARE EXPIRING. THE UNIVERSITY PRESIDENT, UNIVERSITY BOARD CHAIR, AND UNIVERSITY PROVOST ARE EX-OFFICIO MEMBERS OF THE UCMC BOARD. THE DEAN OF THE UNIVERSITY'S BIOLOGICAL SCIENCES DIVISION IS THE EXECUTIVE VICE PRESIDENT OF MEDICAL AFFAIRS FOR THE UNIVERSITY OF CHICAGO.
Form 990, Part VI, Line 11b Review of form 990 by governing body AT ITS REGULARLY SCHEDULED MEETING, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WAS PROVIDED A DRAFT COPY OF PORTIONS OF THE FORM 990. AT ITS REGULARLY SCHEDULED MEETING, THE AUDIT COMMITTEE WAS PROVIDED A DRAFT COPY OF THE ENTIRE FORM. IN ADDITION, UCMC PROVIDED A COPY OF THE FORM 990 TO ALL UCMC BOARD MEMBERS BEFORE THE FORM 990 WAS FILED THROUGH A SECURE WEBSITE, TO WHICH ALL BOARD MEMBERS HAVE ACCESS.
Form 990, Part VI, Line 12c Conflict of interest policy UCMC HAS HAD A ROBUST CONFLICTS OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND TRUSTEES FOR MANY YEARS. 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, UCMC CONTINUED ITS PRACTICE OF SURVEYING TRUSTEES, 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 19 Required documents available to the public UCMC'S BYLAWS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, AUDITED FINANCIALS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE, AND THE FOLLOWING DOCUMENTS WERE, AS OF THE TIME OF COMPLETION OF THIS QUESTION, ON UCMC'S WEBSITE: -UNIVERSITY OF CHICAGO MEDICINE UNAUDITED FINANCIAL INFORMATION -UTILIZATION STATISTICS -2023 AUDITED FINANCIAL STATEMENTS -2022 AUDITED FINANCIAL STATEMENTS -2021 AUDITED FINANCIAL STATEMENTS -2020 AUDITED FINANCIAL STATEMENTS -2019 AUDITED FINANCIAL STATEMENTS -2018 AUDITED FINANCIAL STATEMENTS -2017 AUDITED FINANCIAL STATEMENTS -2016 AUDITED FINANCIAL STATEMENTS -2015 AUDITED FINANCIAL STATEMENTS -2014 AUDITED FINANCIAL STATEMENTS -2013 AUDITED FINANCIAL STATEMENTS -2012 AUDITED FINANCIAL STATEMENTS
Form 990, Part VII, Section B, Line 1 THE AMOUNT LISTED FOR THE TOP FIVE INDEPENDENT CONTRACTORS MAY INCLUDE A COMBINATION OF PAYMENT FOR SERVICES (A SIGNIFICANT PORTION OF PAYMENT) AS WELL AS PAYMENT FOR GOODS, CAPITAL ITEMS AND OTHER NON-SERVICE COMPONENTS PROVIDED BY THE CONTRACTOR.
Form 990, Part VIII, Line 2f Other Program Service Revenue FOOD SERVICES - Total Revenue: 2867177, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2867177; OTHER OPERATING - Total Revenue: 1020999, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1020999; SILVER CROSS JV - Total Revenue: 2036939, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2036939; AMITA RADONC JV - Total Revenue: 339425, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 339425; SOLIS JV - Total Revenue: -485342, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -485342; AMITA MEDONC JV - Total Revenue: -1165121, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -1165121; OTHER JV - Total Revenue: 721638, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 721638; UCAN - Total Revenue: 2540618, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2540618; ADVOCATE JV - Total Revenue: 0, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; NORTHSHORE GME REIMBURSEMENT - Total Revenue: 882546, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 882546;
Form 990, Part IX, Line 11g Other Fees Program Support Services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Total Expense: 83039211, Program Service Expense: 83039211, Management and General Expenses: , Fundraising Expenses: ; Fees for services - Total Expense: 47282689, Program Service Expense: 26752914, Management and General Expenses: 20529775, Fundraising Expenses: ; Outside Lab Tests - Total Expense: 9486459, Program Service Expense: 9435572, Management and General Expenses: 50887, Fundraising Expenses: ; Claims expense - Total Expense: 1064690, Program Service Expense: 1064690, Management and General Expenses: , Fundraising Expenses: ; Laundry services - Total Expense: 3478948, Program Service Expense: 3444415, Management and General Expenses: 34533, Fundraising Expenses: ; Contract Labor - Total Expense: 37231427, Program Service Expense: 24154447, Management and General Expenses: 13076980, Fundraising Expenses: ; Billing services - Total Expense: 3408989, Program Service Expense: 2621196, Management and General Expenses: 787793, Fundraising Expenses: ; Collection Fees - Total Expense: 1147784, Program Service Expense: 851638, Management and General Expenses: 296146, Fundraising Expenses: ; Recruiting Fees - Total Expense: 335256, Program Service Expense: 237707, Management and General Expenses: 97549, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET EQUITY TRANSFER TO UNIVERSITY OF CHICAGO - -71750000; HEDGE INEFFECTIVENESS - 3296281; INTEREST RATE SWAP - 20745244; GAIN/LOSS ON DEBT DEFEASANCE - -2111065; ADDITIONAL WORKING CAPITAL TO ADVENT - -76500000; DISTRIBUTIONS TO CHHD - -30000000; ADJUSTMENT OF PRIOR PERIOD PLEDGE PAYMENT AND OTHER, NET - 3553939;
Form 990, Part XII, Line 3b Single Audit Act and OMB Circular A-133 The organization is subject to a single audit requirement for its fiscal year ending June 30, 2023. The organization began the process to undergo the required audit during its fiscal year ending June 30, 2023 and will file a single audit in conjunction with the University of Chicago by 3/31/2024.
Schedule F, Part I, Line 3(f) TOTAL EXPENDITURES FOR AND INVESTMENTS IN THE REGION UCMC'S ACTIVITIES ABROAD COMPRISE OF (1) CONFERENCES/MARKETING HEALTH CARE SERVICES, WHICH ARE PROVIDED AT THE MEDICAL CENTER IN CHICAGO, IL; (2) HELPING TO FACILITATE THE TRAVEL TO CHICAGO OF THOSE WHO CHOOSE TO RECEIVE CARE AT UCMC; AND (3) THE PROVISION OF CONSULTING SERVICES TO FOREIGN PROVIDERS OF HEALTH CARE SERVICES. NO PATIENTS ARE TREATED BY UCMC OUTSIDE THE UNITED STATES.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
University of Chicago Medical Center
 
Employer identification number

36-3488183
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) UCM CARE NETWORK LLC
5841 S MARYLAND AVENUE
CHICAGO,IL60637
47-4222269
HEALTHCARE IL 0 -4,367 UCMC
 
(2) UCMC COMMUNITY PHYSICIANS LLC
5481 S MARYLAND AVENUE
CHICAGO,IL60637
PHYS SERVS IL 0 0 UCMC
 
(3) UCMCN ACO LLC
5841 S MARYLAND AVENUE
CHICAGO,IL60637
HEALTH SERVICES IL 0 0 UCMC
 
(4) UNIV OF CHI MED CARE NETW AFF PHYS LLC
5841 S MARYLAND AVENUE
CHICAGO,IL60637
47-4233918
HEALTH SERVICES IL 210,325 59 UCMC
 
(5) UCM GLOBAL LLC
5841 S MARYLAND AVENUE
CHICAGO,IL60637
32-0579811
INTERNATIONAL CONSULTING IL 0 0 UCMC
 
(6) UCMC OFF-CAMPUS MAMMOGRAPHY SERVICES LLC
5841 S MARYLAND AVENUE
CHICAGO,IL60637
HEALTH SERVICES IL -475,081 1,146,271 UCMC
 
(7) UCMC ON-CAMPUS MAMMOGRAPHY SERVICES LLC
5841 S MARYLAND AVENUE
CHICAGO,IL60637
HEALTH SERVICES IL 1,120,061 -11,999 UCMC
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ADVENTIST BOLINGBROOK HOSPITAL
500 REMINGTON BLVD

BOLINGBROOK,IL60440
65-1219504
HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH
 
 
No
(2)ADVENTIST GLENOAKS HOSPITAL
701 WINTHROP AVE

GLENDALE HEIGHTS,IL60139
36-3208390
HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH
 
 
No
(3)ADVENTIST HEALTH PARTNERS INC
5101 S WILLOW SPRINGS RD
B1013
LA GRANGE,IL60525
36-4138353
PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT
 
 
No
(4)ADVENTIST MIDWEST HEALTH
120 N OAK STREET

HINSDALE,IL60521
36-2276984
2 HOSPITALS IL 501(c)(3) 3 NA
 
 
No
(5)AHP SPECIALTY CARE NFP
5101 S WILLOW SPRINGS RD
B1013
LA GRANGE,IL60525
81-1105774
PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT
 
 
No
(6)AHS MIDWEST MANAGEMENT INC
500 REMINGTON BLVD

BOLINGBROOK,IL60440
36-3354567
PHYSICIAN PRACTICE MANAGEMENT IL 501(c)(3) Type I ADVENT MIDWEST HEALTH
 
 
No
(7)ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUE

CHICAGO,IL60637
36-3485244
TECH TRANSFER IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(8)ASIAN HEALTH COALITION
180 W WASHINGTON ST SUITE 1

CHICAGO,IL60602
31-1607193
HLTH ACCESS IL 501(c)(3) 10 UNIV CHICAGO
 
 
No
(9)CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREET

CHICAGO,IL60637
36-2167012
POL RES CTR IL 501(c)(3) 7 NA
 
 
No
(10)CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-2169138
SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(11)CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUE

CHICAGO,IL60637
23-7136019
SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(12)COURT THEATRE FUND
5535 S ELLIS AVENUE

CHICAGO,IL60637
36-3203660
SUPP THE ARTS IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(13)FERMI RESEARCH ALLIANCE LLC
PO BOX 500

BATAVIA,IL60510
57-1239010
MANAGE LAB IL 501(c)(3) 7 NA
 
 
No
(14)HYMEN MILGROM SUPPORTING ORGANIZATION
33 N LASALLE ST STE 2131

CHICAGO,IL60602
46-6789522
SUPP EDU RES VA 501(c)(3) Type III-O NA
 
 
No
(15)INGALLS DEVELOPMENT FOUNDATION
ONE INGALLS DRIVE

HARVEY,IL60426
36-3189150
SUPPORT IL 501(c)(3) 7 UCHHD
 
Yes
 
(16)INGALLS HEALTH VENTURES
ONE INGALLS DRIVE

HARVEY,IL60426
36-3239703
AMBULATORY IL 501(c)(3) Type I UCHHD
 
Yes
 
(17)INGALLS HOME CARE
ONE INGALLS DRIVE

HARVEY,IL60426
36-3367939
HEALTHCARE IL 501(c)(3) 10 IMH
 
Yes
 
(18)LAKE PARK ASSOCIATES
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-6111317
PROP HOLDG IL 501(c)(2)   UNIV CHICAGO
 
 
No
(19)NATIONAL OPINION RESEARCH CENTER (NORC)
55 E MONROE AVENUE

CHICAGO,IL60603
36-2167808
SO SCI SRVYS IL 501(c)(3) 7 NA
 
 
No
(20)PRIMARY HEALTHCARE ASSOCIATES SC
71 W 156TH STREET

HARVEY,IL60426
36-4132865
HEALTHCARE IL 501(c)(3) 10 UCHHD
 
Yes
 
(21)THE INGALLS MEMORIAL HOSPITAL
ONE INGALLS DRIVE

HARVEY,IL60426
36-2170866
HOSPITAL IL 501(c)(3) 3 UCHHD
 
Yes
 
(22)THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUE

CHICAGO,IL60637
36-3155157
SUPP LIBRARY IL 501(c)(3) Type III-O UNIV CHICAGO
 
 
No
(23)THE MARINE BIOLOGICAL LABORATORY
7 MBL STREET

WOODS HOLE,MA02543
04-2104690
RES & EDU MA 501(c)(3) 7 UNIV CHICAGO
 
 
No
(24)THE QUADRANGLE CLUB
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-1655190
SOCIAL CLUB IL 501(c)(7)   UNIV CHICAGO
 
 
No
(25)THE UNIV OF CHICAGO FDN IN THE HONG KONG LTD
 
 
FUNDRAISING HK     UNIV CHICAGO
 
 
No
(26)THE UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREET

CHICAGO,IL60637
SOCIAL CLUB IL     UNIV CHICAGO
 
 
No
(27)UCHICAGO MEDICINE NORTHWEST INDIANA INC
5841 S MARYLAND AVE

CHICAGO,IL60637
92-2355855
HOSPITAL IN 501(c)(3) 3 UCMC
 
 
No
(28)UCHICAGO RESEARCH BANGLADESH LTD
 
 
RESEARCH BG     UCH RS INTL
 
 
No
(29)UCHICAGO RESEARCH INTERNATIONAL LIMITED
5801 S ELLIS AVENUE

CHICAGO,IL60637
26-2741573
RESEARCH IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(30)UCM CARE NETWORK MEDICAL GROUP INC
5841 S MARYLAND AVE MC 1086

CHICAGO,IL60637
47-4221241
HEALTH SERVICE IL 501(c)(3) 10 UCMC
 
Yes
 
(31)UCM COMMUNITY HEALTH & HOSPITAL DIVISION
ONE INGALLS DRIVE

HARVEY,IL60426
36-3181170
MANAGEMENT IL 501(c)(3) Type I UCMC
 
Yes
 
(32)UCMC TITLE HOLDING CORPORATION
5841 S MARYLAND AVE MC 1086

CHICAGO,IL60637
81-2126789
TITLE HOLD IL 501(c)(3) Type I UCMC
 
Yes
 
(33)UCMC TITLE HOLDING CORPORATION II NFP
5841 S MARYLAND AVE MC 1086

CHICAGO,IL60637
82-1736040
TITLE HOLD IL 501(c)(3) Type I UCMC
 
Yes
 
(34)UNIV OF CHI BOOTH SCH OF BUS (SINGAPORE)
 
 
EDUCATION SN     UNIV CHICAGO
 
 
No
(35)UNIV OF CHI BOOTH SCH OF BUS (UK)
 
 
EDUCATION UK     UNIV CHICAGO
 
 
No
(36)UNIV OF CHICAGO CANCER RESEARCH FD
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-6056201
SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(37)UNIV OF CHICAGO CENTER IN PARIS (FRANCE)
 
 
EDUCATION FR     UNIV CHICAGO
 
 
No
(38)UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-4225812
EDUCATION IL 501(c)(3) 2 UNIV CHICAGO
 
 
No
(39)UNIV OF CHICAGO PROPERTY HOLDING CO
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-6108743
PROP HOLDG IL 501(c)(2)   UNIV CHICAGO
 
 
No
(40)UNIV OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-3999692
MEDICAL TRUST IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(41)UNIV OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-3020034
MALPRAC TR IL 501(c)(3) Type I UNIV CHICAGO
 
 
No
(42)UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-2177139
EDUCATION IL 501(c)(3) 2 NA
 
 
No
(43)UNIVERSITY OF CHICAGO TRUST (INDIA)
L-9 East Wing Raheja Towers MG R
BANGALORE,Karnataka560001
IN
FUNDRAISING IN     UNIV CHICAGO
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) ADVENTIST MIDWESTUSP SURGERY CENTERS LLC

14201 DALLAS PARKWAY
DALLAS,TX75254
20-3256430
SURGERY CENTER IL NA
 
N/A       No     No  
(2) INGALLS SAME DAY SURGERY CTR

6701 W 159TH ST
TINLEY PARK,IL60477
SURGERY CENTER IL NA
 
Related       No     No  
(3) UCMC-SOLIS ON-CAMPUS MAMMOGRAPHY LLC

15601 DALLAS PARKWAY SUITE 500
ADDISON,TX75001
35-2641914
MAMMOGRAPHY DE UCMC
 
Related 1,120,061 -11,999   No 0 Yes   50 %
(4) UCMC-SOLIS OFF-CAMPUS MAMMOGRAPHY SERVICES LLC

15601 DALLAS PARKWAY
SUITE 300
ADDISON,TX75001
38-4108853
MAMMOGRAPHY DE NA
 
Related -475,081 1,146,271   No 0 Yes   50 %
(5) PABHS-UCM MSO JV LLC

2845 N SHERIDAN RD
SUITE 6400
CHICAGO,IL60657
87-4074642
RADIOLOGY ONCOLOGY IL UCMC
 
Related 677,657 919,316   No 0   No 50 %
(6) PABHS-UCM RADONC JV

2845 N SHERIDAN RD
SUITE 6400
CHICAGO,IL60657
87-4057862
RADIOLOGY ONCOLOGY IL UCMC
 
Related -435,655 -455,788   No 0   No 49 %


Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CHARITABLE LEAD TRUST (0)

5801 S ELLIS AVENUE
CHICAGO,IL60637
CHAR LEAD TRUST IL NA
 
Trust         No
(2) CHARITABLE REMAINDER TRUSTS (68)

5801 S ELLIS AVENUE
CHICAGO,IL60637
CHAR RMDR TRUST IL NA
 
Trust         No
(3) INGALLS CASUALTY INSURANCE LTD

ONE INGALLS DRIVE
HARVEY,IL60426
98-0485714
LIAB INSURANCE CJ NA
 
C Corporation         No
(4) INGALLS HEALTH COUNCIL

ONE INGALLS DRIVE
HARVEY,IL60426
27-3226539
PURCHASING GROUP IL NA
 
C Corporation         No
(5) INGALLS PROVIDER GROUP

ONE INGALLS DRIVE
HARVEY,IL60426
36-3485578
INSURANCE SERVICE IL NA
 
C Corporation         No
(6) MEDCENTRIX INC

ONE INGALLS DRIVE
HARVEY,IL60426
36-3374228
BILLING & MGMT IL NA
 
C Corporation         No
(7) PHOENIX OVERLAY FUND LTD

401 N MICHIGAN AVE
C/O INVST OFFICE
CHICAGO,IL60611
INVESTMENT CJ NA
 
          No
(8) POOLED INCOME FUND (1)

5801 S ELLIS AVENUE
CHICAGO,IL60637
POOLED INCO FUND IL NA
 
C Corporation         No
(9) SC CURRICULUM INC

70 WEST MADISON ST
CHICAGO,IL60602
SCNC CURRICULUM IL NA
 
C Corporation         No
(10) UCHICAGO (BEIJING) CONSULTING CO LTD

 
 
CONSULTING CH NA
 
          No
(11) UCHICAGO CENTER IN INDIA PRIVATE LIMITED

 
 
CONSULTING IN NA
 
C Corporation         No
(12) TRULEN INSURANCE SPC LIMITED

 
 
98-1571288
LIAB INSURANCE CJ UCHHD
 
          No
(13) EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD

 
 
98-1571310
LIAB INSURANCE CJ UCHHD
 
          No
(14) HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD

 
 
98-1571446
LIAB INSURANCE CJ UCHHD
 
          No
(15) NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L
TD
 
 
98-1571387
LIAB INSURANCE CJ UCHHD
 
          No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) UCMC TITLE HOLDING CORPORATION II

A 275,482 FMV
(2) UCMC TITLE HOLDING CORPORATION

S 406,625 FMV
(3) UCMC TITLE HOLDING CORPORATION II

S 1,174,562 FMV
(4) UCM COMMUNITY HEALTH AND HOSPITAL DIVISION

L 392,252 FMV
(5) UCM COMMUNITY HEALTH AND HOSPITAL DIVISION

N 7,039,318 FMV
(6) UCM COMMUNITY HEALTH AND HOSPITAL DIVISION

O 5,788,066 FMV
(7) UCM COMMUNITY HEALTH AND HOSPITAL DIVISION

Q 581,504 FMV
(8) UCM COMMUNITY HEALTH AND HOSPITAL DIVISION

R 33,668,625 FMV
(9) UCM COMMUNITY HEALTH AND HOSPITAL DIVISION

S 1,598,559 FMV
(10) ADVENT MIDWEST HEALTH

R 76,500,000 FMV
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part I FOR PURPOSES OF COMPLETION, THE RELATED ORGANIZATIONS LISTED BELOW ARE DISREGARDED ENTITIES OF THE UNIVERSITY OF CHICAGO, A 501(C)(3) ORGANIZATION, WITH LINE 2 (SCHOOL) PUBLIC CHARITY STATUS. THE FOLLOWING RELATED ORGANIZATIONS' DIRECT CONTROLLING ENTITY IS THE UNIVERSITY OF CHICAGO. THE UNIVERSITY OF CHICAGO IS A RELATED ENTITY TO THE UNIVERSITY OF CHICAGO MEDICAL CENTER. THEORY AND COMPUTING SCIENCE BLDG TRUST 51-6596577 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - RESEARCH BLDG LEGAL DOMICILE - ILLINOIS UCHICAGO ARGONNE LLC 68-0628477 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - MANAGE LAB LEGAL DOMICILE - ILLINOIS UCHICAGO IMPACT LLC 61-1682394 1307 E. 60TH ST CHICAGO, IL 60637 PRIMARY ACTIVITY - EDUCATION LEGAL DOMICILE - ILLINOIS UCHICAGO TRADING (CAYMANS) 30-0517735 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - INVESTING LEGAL DOMICILE - ILLINOIS UNIVERSITY OF CHICAGO FOUNDATION LIMITED (UK) 98-0525557 5TH FL ALDER CASTLE 10 NOBLE LONDON, UK PRIMARY ACTIVITY - FUNDRAISING LEGAL DOMICILE - UNITED KINGDOM HARPER COURT HOLDINGS LLC 98-0525557 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - PROPERTY HLDG LEGAL DOMICILE - ILLINOIS LPA MANAGEMENT LLC (NO SEPARATE EIN) 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - PROPERTY MANAGEMENT LEGAL DOMICILE: ILLINOIS 6014 COTTAGE GROVE LPA HOLDINGS LLC 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - HOLDING COMPANY LEGAL DOMICILE: ILLINOIS CENTER FOR RESEARCH IN SECURITIES PRICES LLC 105 W. ADAMS STREET SUITE 1700 CHICAGO, IL 60603 PRIMARY ACTIVITY - SECURITIES RESEARCH AND DATA LEGAL DOMICILE: ILLINOIS HARPER COURT HOLDINGS 2, LLC 5801 S. ELLIS AVENUE CHICAGO, IL 60637 PRIMARY ACTIVITY - HOLDING COMPANY LEGAL DOMICILE: ILLINOIS
Schedule R, Part III FOR PURPOSES OF COMPLETION, UCMC IS ALSO A MEMBER IN A JOINT VENTURE WITH ANOTHER TAX EXEMPT ENTITY. UCMC/SCH ONCOLOGY JV LLC, EIN 32-2436795 PROVIDES HEALTHCARE SERVICES. UCMC DOES NOT OWN MORE THAN 50% OF THE VENTURE AND IS NOT THE MANAGING MEMBER.
Schedule R, Part I ON 3/31/2023, UNIVERSITY OF CHICAGO MEDICAL CENTER PURCHASED THE REMAINING 50% UNITS IN THE UCMC-SOLIS ON-CAMPUS MAMMOGRAPHY SERVICES LLC AND THE REMAINING 50% UNITS IN THE UCMC -SOLIS OFF-CAMPUS MAMMOGRAPHY SERVICES LLC, AT WHICH POINT BOTH PARTNERSHIPS CONVERTED TO SINGLE MEMBER LLC'S ("SM LLC") DISREGARDED FOR TAX PURPOSES. THE REMAINIING SM LLC'S WERE RENAMED UCMC ON- CAMPUS MAMMOGRAPHY SERVICES LLC AND UCMC OFF-CAMPUS MAMMOGRAPHY SERVICES LLC. A CERTIFICATE OF CANCELLATION WAS FILED WITH THE STATE OF DELEWARE ON 7/1/2023 TERMINATING THESE LEGAL ENTITES.
Schedule R (Form 990) 2021

Additional Data


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