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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 09-01-2023 , and ending 08-31-2024
BCheck if applicable:
CName of organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
 
Doing business as
LURIE CHILDREN'S
 
Number and street (or P.O. box if mail is not delivered to street address)
225 E CHICAGO AVE BOX 282
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606112991
D Employer identification number

36-2170833
E Telephone number

G Gross receipts $ 6,057,234,995
F Name and address of principal officer:
THOMAS P SHANLEY MD
225 E CHICAGO AVE BOX 282
CHICAGO,IL606112991
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.LURIECHILDRENS.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  
K Form of organization:  
L Year of formation: 1894
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 57
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 55
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 8,013
6 Total number of volunteers (estimate if necessary) ............. 6 601
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -1,040,282
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 191,293
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 98,577,387 58,925,706
9 Program service revenue (Part VIII, line 2g) ......... 1,283,954,944 1,360,085,882
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 88,172,267 104,270,621
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 825,459 3,083,838
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,471,530,057 1,526,366,047
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 184,123,975 177,804,597
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) 675,557,606 692,233,240
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 537,144,484 617,038,504
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,396,826,065 1,487,076,341
19 Revenue less expenses. Subtract line 18 from line 12....... 74,703,992 39,289,706
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,218,953,285 3,553,203,774
21 Total liabilities (Part X, line 26)............. 929,844,428 1,097,141,717
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,289,108,857 2,456,062,057
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 $ 1,286,841,964 including grants of $ 177,804,597 ) (Revenue $ 1,363,166,170 )
SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4c (Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses1,286,841,964
Form 990 (2023)
Form 990 (2023)
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 VIII.......
11c
 
No
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 IX............
11d
 
No
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 X
11f
 
No
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
 
No
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............
18
 
No
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 (2023)
Form 990 (2023)
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 attachment
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..
29
 
No
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............
33
 
No
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
 
No
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 ...
35b
 
 
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
422
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 (2023)
Form 990 (2023)
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
8,013
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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:
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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, or any disqualified or other person 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 (2023)
Form 990 (2023)
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
57
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
55
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
 
No
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
 
No
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
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA , IL
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:
ALEX P MILLER225 E CHICAGO AVE   CHICAGO,IL606112991 (312) 227-7133
Form 990 (2023)
Form 990 (2023)
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, box 6 of 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) Thomas P Shanley MD......................................................................
Ex-Officio Director/President & CEO LCH
40.0
.................
7.0
X   X       1,901,209 0 631,672
(2) Alfreda Bradley-Coar......................................................................
Director
1.0
.................
1.0
X           0 0 0
(3) Andrew N Reyes......................................................................
Director
1.0
.................
1.0
X           0 0 0
(4) Barbara Sullivan......................................................................
Director
1.0
.................
2.0
X           0 0 0
(5) Betsy B Rosenfield......................................................................
Director
1.0
.................
1.0
X           0 0 0
(6) Brendan F Carroll......................................................................
Director
1.0
.................
1.0
X           0 0 0
(7) Brian D Price......................................................................
Director
1.0
.................
1.0
X           0 0 0
(8) Bruce R Hague......................................................................
Director
1.0
.................
1.0
X           0 0 0
(9) Bruce S Saltzberg......................................................................
Director
1.0
.................
1.0
X           0 0 0
(10) Carl S Allegretti......................................................................
Director
1.0
.................
1.0
X           0 0 0
(11) Christopher S Segal......................................................................
Director
1.0
.................
1.0
X           0 0 0
(12) Craig C Martin......................................................................
Director
1.0
.................
1.0
X           0 0 0
(13) Daniel J Murphy......................................................................
Director
1.0
.................
1.0
X           0 0 0
(14) David A Garfield......................................................................
Director
1.0
.................
1.0
X           0 0 0
(15) David A Helfand......................................................................
Director
1.0
.................
1.0
X           0 0 0
(16) Deidra Merriwether......................................................................
Director
1.0
.................
1.0
X           0 0 0
(17) Dennis J Drescher......................................................................
Director
1.0
.................
1.0
X           0 0 0
Form 990 (2023)
Form 990 (2023)
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) Donald J Edwards........................................................................
Director
1.0
.......................1.0
X           0 0 0
(19) Earl Cheng MD........................................................................
Director
1.0
.......................42.0
X           0 819,717 82,034
(20) Edward J Wehmer........................................................................
Director
1.0
.......................1.0
X           0 0 0
(21) Elizabeth A Engelmann........................................................................
Director
1.0
.......................1.0
X           0 0 0
(22) Eric S Smith........................................................................
Director
1.0
.......................2.0
X           0 0 0
(23) Frank R Jimenez........................................................................
Director Begin 8/22/24
1.0
.......................1.0
X           0 0 0
(24) H Thomas Watkins III........................................................................
Director & Vice Chair
1.0
.......................2.0
X           0 0 0
(25) Honey Jacobs Skinner........................................................................
Director
1.0
.......................1.0
X           0 0 0
(26) James F Derose........................................................................
Director
1.0
.......................1.0
X           0 0 0
(27) Janet L Malzone........................................................................
Director
1.0
.......................1.0
X           0 0 0
(28) John H Simpson........................................................................
Director
1.0
.......................1.0
X           0 0 0
(29) John J Greisch........................................................................
Director
1.0
.......................2.0
X           0 0 0
(30) John W Rutledge........................................................................
Director
1.0
.......................1.0
X           0 0 0
(31) Jonathan R Levin........................................................................
Director
1.0
.......................1.0
X           0 0 0
(32) Karen Sauder........................................................................
Director & Vice Chair
1.0
.......................1.0
X           0 0 0
(33) Karuna Rawal........................................................................
Director
1.0
.......................1.0
X           0 0 0
(34) Katherine A Lindberg........................................................................
Director Begin 3/21/24
1.0
.......................1.0
X           0 0 0
(35) Keating Crown........................................................................
Director
1.0
.......................1.0
X           0 0 0
(36) Kevin W Burke........................................................................
Director
1.0
.......................1.0
X           0 0 0
(37) Kristin Finney-Cooke........................................................................
Director
1.0
.......................1.0
X           0 0 0
(38) Margaret B Stineman........................................................................
Ex-Officio Director Begin 7/1/24
1.0
.......................2.0
X           0 0 0
(39) Mark A Hoppe........................................................................
Director
1.0
.......................1.0
X           0 0 0
(40) Martin Kaplan........................................................................
Director Through 12/14/23
1.0
.......................1.0
X           0 0 0
(41) Maureen Seaman........................................................................
Ex-Officio Director Through 7/1/24
1.0
.......................2.0
X           0 0 0
(42) Michael M Larsen........................................................................
Director
1.0
.......................1.0
X           0 0 0
(43) Michael P Goldman........................................................................
Director
1.0
.......................1.0
X           0 0 0
(44) Michael S Hollander........................................................................
Director
1.0
.......................1.0
X           0 0 0
(45) Mohan P Rao PhD........................................................................
Director
1.0
.......................2.0
X           0 0 0
(46) Peter J Bulgarelli........................................................................
Director
1.0
.......................1.0
X           0 0 0
(47) Robert L Verigan........................................................................
Director
1.0
.......................1.0
X           0 0 0
(48) Robert S Murley........................................................................
Director
1.0
.......................2.0
X           0 0 0
(49) Roxanne Martino........................................................................
Director & Chair
1.0
.......................2.0
X           0 0 0
(50) Stephen A Smith........................................................................
Director
1.0
.......................1.0
X           0 0 0
(51) Susan L Lees........................................................................
Director
1.0
.......................1.0
X           0 0 0
(52) Suzet McKinney........................................................................
Director
1.0
.......................1.0
X           0 0 0
(53) Thomas E O'Neill........................................................................
Director
1.0
.......................1.0
X           0 0 0
(54) Thomas S Souleles........................................................................
Director
1.0
.......................1.0
X           0 0 0
(55) Veronica Gomez........................................................................
Director
1.0
.......................1.0
X           0 0 0
(56) W Brennan Smith........................................................................
Director
1.0
.......................1.0
X           0 0 0
(57) William J Mckenna........................................................................
Director
1.0
.......................2.0
X           0 0 0
(58) Yiannis Katsogridakis MD........................................................................
Ex-Officio Director
1.0
.......................1.0
X           0 0 0
(59) Zaldwaynaka Scott........................................................................
Director
1.0
.......................1.0
X           0 0 0
(60) Alex P Miller........................................................................
SVP, Chief Financial Officer
40.0
.......................7.0
    X       701,490 0 43,308
(61) Fatema Zanzi........................................................................
EVP, Chief Admin & Legal Officer, Corp Sec (begin 01/09/24)
40.0
.......................7.0
    X       726,640 0 149,202
(62) Audrey Williams-Lee........................................................................
SVP & Chief People Officer Through 2/2/24
40.0
.......................0
      X     666,111 0 151,512
(63) Courtney A Hardy MD........................................................................
VP of Perioperative Services and Chief Integration Officer
40.0
.......................0
      X     485,874 0 30,733
(64) Kendra Allaband........................................................................
SVP, Chief People Officer (Interim 2/3/24-4/23/24, Permanent 4/24/24)
40.0
.......................0
      X     441,049 0 23,474
(65) Lisa M Dykstra........................................................................
SVP & Chief Information Officer Through 8/31/24
40.0
.......................0
      X     658,849 0 153,276
(66) Santhanam Suresh MD........................................................................
SVP & Chief of Provider Integration Through 1/20/24
40.0
.......................0
      X     935,161 0 206,795
(67) Brenda Paulsen........................................................................
Chief Operating Officer (SMCRI)
40.0
.......................0
        X   584,590 0 30,999
(68) Brian M Stahulak........................................................................
DNP, RN, SVP, Chief Clinical Officer & Chief Nursing Officer (Begin 01/09/24)
40.0
.......................0
        X   621,612 0 63,304
(69) Douglas Grant Stirling PhD........................................................................
President & Chief Development Officer (Fdn)
40.0
.......................1.0
        X   985,338 0 253,865
(70) Phuong Elhadary........................................................................
VP Clinical Services
40.0
.......................0
        X   465,791 0 49,984
(71) Susan H Gordon........................................................................
SVP and Chief External Affairs Officer
40.0
.......................0
        X   726,733 0 37,981
(72) Brenda Davis........................................................................
Former Interim Chief Financial Officer Through 2/6/23
40.0
.......................1.0
          X 370,034 0 32,383
(73) Michelle M Stephenson........................................................................
Former EVP & Chief Operating Officer Through 8/26/22
0.0
.......................1.0
          X 641,014 0 12,042
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 10,911,495 819,717 1,952,564
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 2,146
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
SAFANAD INDUSTRY CAPITAL INTERNET INFR PTP LP

7990 QUANTUM DR
VIENNA,VA22182
DATA CENTER AND MANAGED SERVICES 3,195,218
MANATT PHELPS & PHILLIPS LLP

2049 CENTURY PARK EAT STE 1700
LOS ANGELES,CA90067
LEGAL/CONSULTING 2,260,544
SUPERIOR HEALTH LINENS

5005 S PACKARD AVE
CUDAHY,WI53110
LAUNDRY 2,230,650
IMPACT ADVISORS LLC

PO BOX 379
NAPERVILLE,IL60566
CONSULTING 2,143,344
ALKU TECHNOLOGIES LLC

100 BRICKSTONE SQUARE STE 400
ANDOVER,MA01810
TEMP LABOR 2,072,854
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 67
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 52,894,145
e Government grants (contributions)1e 6,031,561
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 58,925,706
 Program Service RevenueAmt Business Code
2a Patient Care & Program Services 621110 811,681,813 811,681,813    
b Medicare/Medicaid 621110 435,090,452 435,090,452    
c Grants-Fed/State/Agency/Subcontract/Private 621110 103,385,926 103,385,926    
d Reference Lab Revenue 621110 521,857 2,662 519,195  
e Parking Garages 812930 3,415,301   377,535 3,037,766
f All other program service revenue. 5,990,533 1,488,379 0 4,502,154
g Total. Add lines 2a–2f ..... 1,360,085,882
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 38,842,833   -1,940,562 40,783,395
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 3,095,638  
b Less: rental expenses 6b 11,800  
c Rental income or (loss) 6c 3,083,838 0
d Net rental income or (loss)....... 3,083,838 3,080,288    
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 4,596,255,288 29,648
b Less: cost or other basis and sales expenses 7b 4,530,857,148  
c Gain or (loss) 7c 65,398,140 29,648
d Net gain or (loss)......... 65,427,788     65,427,788
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
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..        
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..        
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 1,526,366,047 1,354,729,520 -1,040,282 113,751,103
Form 990 (2023)
Form 990 (2023)
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 .... 177,804,597 177,804,597
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 ........... 5,043,018 893,508 4,149,510  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 2,355,194 150,677 2,204,517  
7 Other salaries and wages........ 579,764,911 509,877,640 69,887,271  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,164,354   1,164,354  
9 Other employee benefits ....... 45,464,659 36,118,547 9,346,112  
10 Payroll taxes ........... 58,441,104 58,441,104    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,166,106   4,166,106  
c Accounting ........... 1,156,596   1,156,596  
d Lobbying ........... 486,240 486,240    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,782,926   3,782,926  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 45,109,734 26,604,299 18,505,435 0
12 Advertising and promotion .... 2,141,913   2,141,913  
13 Office expenses ....... 86,119,825 85,828,619 291,206  
14 Information technology ...... 24,802,252 17,948,564 6,853,688  
15 Royalties ..        
16 Occupancy ........... 35,170,053 3,551,524 31,618,529  
17 Travel ............ 3,928,730 2,040,264 1,888,466  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 5,301,066 5,143,767 157,299  
20 Interest ........... 13,436,371   13,436,371  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 73,723,720 73,190,476 533,244  
23 Insurance ... 20,413,497 20,413,497    
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 Medical Supplies 149,530,138 149,530,138    
b Medicaid Provider Tax 30,432,728 30,432,728    
c Dues & Licenses 25,857,256 14,285,414 11,571,842  
d Medical Admin & Teaching 21,410,295 21,410,295    
e All other expenses 70,069,058 52,690,066 17,378,992 0
25 Total functional expenses. Add lines 1 through 24e 1,487,076,341 1,286,841,964 200,234,377 0
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........   1  
2 Savings and temporary cash investments ......... 153,916,061 2 70,562,405
3 Pledges and grants receivable, net ...... 74,297,470 3 60,361,745
4 Accounts receivable, net ............. 283,663,501 4 324,225,468
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 ............ 17,072,040 8 16,549,057
9 Prepaid expenses and deferred charges ...... 24,475,973 9 28,429,267
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,901,775,830
b Less: accumulated depreciation 10b 918,200,246 847,995,447 10c 983,575,584
11 Investments—publicly traded securities . 904,009,995 11 1,036,861,362
12 Investments—other securities. See Part IV, line 11 ..... 814,512,564 12 908,467,170
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 99,010,234 15 124,171,716
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,218,953,285 16 3,553,203,774
Liabilities 17 Accounts payable and accrued expenses ..... 280,351,312 17 459,340,964
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 335,372,254 20 328,238,654
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 314,120,862 25 309,562,099
26 Total liabilities. Add lines 17 through 25.. 929,844,428 26 1,097,141,717
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,733,565,228 27 1,869,243,860
28 Net assets with donor restrictions ........... 555,543,629 28 586,818,197
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 2,289,108,857 32 2,456,062,057
33 Total liabilities and net assets/fund balances ........ 3,218,953,285 33 3,553,203,774
Form 990 (2023)
Form 990 (2023)
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
1,526,366,047
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,487,076,341
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
39,289,706
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,289,108,857
5
Net unrealized gains (losses) on investments ...............
5
135,081,477
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
-7,417,983
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,456,062,057
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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
2023
Open to Public
Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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—2023. 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—2022. 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—2023. 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—2022. 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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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-2023. 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—2022. 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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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
2023
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number
36-2170833
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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

right arrow Complete if the organization is described below. right arrow Attach 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
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
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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? ...........................................................................................................
Yes
 
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
 
1,277,783
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
125,886
j
Total. Add lines 1c through 1i ....................................................................................................
1,403,669
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 TO FURTHER THEIR COLLECTIVE MISSION, ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO ("LURIE CHILDREN'S ") AND ITS AFFILIATES, BY VIRTUE OF THEIR ROLE IN PROVIDING COMPLEX CARE FOR CHILDREN, PARTNER WITH AND FREQUENTLY INTERACT WITH MEMBERS OF THE GOVERNMENT IN DEVELOPING POLICIES APPLICABLE TO CHILDREN'S HEALTH AND WELL-BEING. IN ADDITION, WHEN STATE AND FEDERAL LEGISLATORS OR COMMITTEES NEED EXPERTS TO ANALYZE AND TESTIFY AS TO HOW A PENDING BILL WOULD AFFECT CHILDREN'S HEALTH IN ILLINOIS, THEY OFTEN LOOK TO LURIE CHILDREN'S AND ITS AFFILIATES. EMPLOYEES, OFFICERS AND PHYSICIANS OF LURIE CHILDREN'S AND ITS AFFILIATES HAVE TESTIFIED BEFORE ELECTED OFFICIALS AND GOVERNMENT POLICYMAKERS IN WASHINGTON, DC, SPRINGFIELD AND CHICAGO ON ISSUES RANGING FROM THE BENEFITS OF CHILDREN PASSENGER SAFETY AND HELMET LAWS TO THE PREVENTION OF CONCUSSIONS IN YOUTH, FUNDING FOR GRADUATE MEDICAL EDUCATION AND MEDICAID REFORM. IN ADDITION, LURIE CHILDREN'S ENGAGES IN LOBBYING ACTIVITIES TO SEEK APPROPRIATE MEDICAID FUNDING OF THE SUBSTANTIAL SERVICES PROVIDED BY LURIE CHILDREN'S AND ITS AFFILIATES TO MEDICAID-ELIGIBLE PATIENTS IN ILLINOIS. LURIE CHILDREN'S ALSO SEEKS FUNDING, ON A STATE AND FEDERAL LEVEL, FOR VARIOUS INITIATIVES THAT WILL ENHANCE PATIENT CARE. ON THE FEDERAL LEVEL, LURIE CHILDREN'S, IN CONNECTION WITH OTHER CHILDREN'S TEACHING HOSPITALS, WORKS TO PROTECT AND ENHANCE FUNDING FOR THE MEDICAID PROGRAM AND GRADUATE MEDICAL EDUCATION FOR THE MANY FREE-STANDING CHILDREN'S TEACHING HOSPITALS IN THE UNITED STATES AND ADVOCATES FOR NATIONAL NETWORKS OF CARE FOR MEDICAID CHILDREN WITH MEDICAL COMPLEXITY.
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
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
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 .... 444,151,921 460,393,418 491,692,247 450,891,403 457,704,998
b Contributions ... 7,591,030 5,953,294 9,194,312 4,709,878 5,290,696
c Net investment earnings, gains, and losses 47,196,843 26,740,214 -24,227,214 48,260,446 18,824,923
d Grants or scholarships ... 16,852,000 49,518,873 13,154,064 13,405,103 30,167,093
e Other expenditures for facilities
and programs ...
-1,154,029 -583,868 3,111,863 -1,235,623 762,121
f Administrative expenses ....          
g End of year balance ...... 483,241,823 444,151,921 460,393,418 491,692,247 450,891,403
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow37.25 %
b
Permanent endowment right arrow41.69 %
c
Term endowment right arrow21.06 %
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)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
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 .....   77,100,632 77,100,632
b Buildings ....   1,116,148,853 456,458,713 659,690,140
c Leasehold improvements   76,536,731 39,020,939 37,515,792
d Equipment ....   555,161,189 422,720,594 132,440,595
e Other .....   76,828,425   76,828,425
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 983,575,584
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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........    
(3) Other
(A) ALTERNATIVE INVESTMENTS
908,467,170 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 908,467,170
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
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  
SELF INSURANCE LIABILITY 214,126,191
DUE TO THIRD PARTIES 31,701,160
ACCRUED PENSION LIABILITY 18,409,159
ASSET RETIREMENT COSTS 416,028
LEASE OBLIGATIONS 37,854,995
OTHER NON-CURRENT LIABILITES 7,054,566



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 309,562,099
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) 2022

Schedule D (Form 990) 2022
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 ENDOWMENT BALANCES RESTATED THE PRIOR YEAR BALANCES IN COLUMN (B) HAVE BEEN RESTATED AS A RESULT OF CHANGES IN REPORTING REFLECTED ON THE AUDITED FINANCIAL STATEMENTS.
Schedule D, Part V, Line 4 Intended uses of endowment funds ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO ("LURIE CHILDREN'S") ENDOWMENT FUND CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY ITS BOARD TO FUNCTION AS ENDOWMENTS. THE NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING THOSE FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. EFFECTIVE JUNE 30, 2009, ILLINOIS PASSED UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA"). LURIE CHILDREN'S HAS, AFTER OBTAINING ADVICE OF OUTSIDE COUNSEL, INTERPRETED UPMIFA AS SUSTAINING THE PRESERVATION OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, LURIE CHILDREN'S CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY LURIE CHILDREN'S IN A MANNER CONSISTENT WITH THE DONOR INTENT AND STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. WHERE THE BOARD DESIGNATES UNRESTRICTED FUNDS TO FUNCTION AS ENDOWMENTS, THEY ARE CLASSIFIED AS UNRESTRICTED NET ASSETS.
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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
Central America and the Caribbean 0 0 Investments   348,807,327
Europe (Including Iceland and Greenland) 0 0 Investments   67,441,685
North America (Canada & Mexico only) 0 0 Investments   1,353,295
Middle East and North Africa 0 0 Program Services CONFERENCE SPONSORSHIP 31,500
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 417,633,807
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 417,633,807
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023Page 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) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023
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-Other:FMV; EUROPE (INCLUDING ICELAND AND GREENLAND)-Other:FMV; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Other:FMV
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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) . . .
    1,016,249   1,016,249 0.07 %
b Medicaid (from Worksheet 3, column a) . . . . .     595,573,169 556,189,897 39,383,272 2.68 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 596,589,418 556,189,897 40,399,521 2.75 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     36,401,884 10,196,924 26,204,960 1.78 %
f Health professions education (from Worksheet 5) . . .     33,824,716 3,807,267 30,017,449 2.04 %
g Subsidized health services (from Worksheet 6) . . . .     122,365,427   122,365,427 8.32 %
h Research (from Worksheet 7) .     133,969,023 120,851,270 13,117,753 0.89 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .         0 0 %
j Total. Other Benefits . . 0 0 326,561,050 134,855,461 191,705,589 13.04 %
k Total. Add lines 7d and 7j . 0 0 923,150,468 691,045,358 232,105,110 15.79 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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         0 0 %
2 Economic development         0 0 %
3 Community support         0 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         0 0 %
9 Other         0 0 %
10 Total 0 0 0 0 0 0 %
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
 
No
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
4,832,501
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
 
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
6,183,622
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
7,245,613
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-1,061,991
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 %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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 LURIE CHILDREN'S
225 E CHICAGO AVE BOX 282
CHICAGO,IL606112991
WWW.LURIECHILDRENS.ORG
0005843
X   X X   X X      
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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)
LURIE CHILDREN'S
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 22
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   No
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 23
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.LURIECHILDRENS.ORG/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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
LURIE CHILDREN'S
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
WWW.LURIECHILDRENS.ORG/EN/PATIENTS-VISITORS/BILLING-FINANCIAL-ASSISTANCE/
b
WWW.LURIECHILDRENS.ORG/EN/PATIENTS-VISITORS/BILLING-FINANCIAL-ASSISTANCE/
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
LURIE CHILDREN'S
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) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
LURIE CHILDREN'S
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) 2023
Schedule H (Form 990) 2023
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 - Lurie Children's. The Patrick M. Magoon Institute for Healthy Communities (Magoon Institute) is the hub for all Lurie Children's community-focused initiatives. The Magoon Institute fosters and builds upon existing strong collaborations with community organizations and facilitates community-engaged outreach and research initiatives to advance and implement evidence-informed child and adolescent health programs and practices, in line with our Community Health Implementation Strategies. The Magoon Institute Advisory Council provides subject matter expertise in community health to the Medical Center, ensures the Magoon Institute's plans, initiatives and programs address child and adolescent health priorities in communities, and advises on Lurie Children's CHNA and implementation strategy, among other oversight roles. In FY2024, the Magoon Institute Advisory Council was comprised of city and/or state public health experts, city government leaders from child serving agencies, executive level leaders of community partner organizations, family advocates and other community leaders. Below is a roster of our FY24 Advisory Council members: * Jake Ament, Former Director, Neighborhood Network Local Initiatives Support Corporation (LISC) Chicago * Alfreda Bradley-Coar, Executive Vice President, Chief Legal and People Officer, Obama Foundation *David Cherry, City Leader, ASP of Chicago All Stars Project * Esther Corpuz, Chief Executive Officer Alivio Medical Center *Tarrah DeClemente, Executive Director, Office of Student Health and Wellness, Chicago Public Schools * Lauren Gorter, Civic Leader, Member of Lurie Children's Founders' Board * Darlene Hightower, President and CEO, Metropolitan Planning Council * Angela Ingram, Senior VP of Public Engagement at iHeart Media Chicago * Mark Ishaug, Chief Executive Officer, Thresholds * Ayesha Jaco, Executive Director, West Side United * Nicole Kazee, Senior Vice President of Strategy and Business Development, Erie Family Health Center * Alma Kreuser, Vice President, Hermosa Neighborhood Association * Norman Kerr, Chief Executive Officer, Trajectory Changing Solutions (TCS) * Colleen Lammel-Harmon, Wellness Manager, Chicago Park District * Michelle Martinez,Civic Leader, Member of Lurie Children's Family Advisory Board * Roxanne Nava, Executive Director, Metropolitan Family Services, North/Evanston/Skokie Valley Centers * Tim O'Connell, Deputy Chief Program Office, Chicago Park District * Leticia Reyes Nash, Principal, Health Management Associates (HMA) * John Rich, MD, Harrison I. Steans Director, RUSH BMO Institute for Health Equity, Rush University System for Health * James Rudyk, Executive Director, Northwest Center * David Sanders, President, Malcolm X College * Smita Shah, President & CEO, SPAAN Tech * Darnell Shields, Executive Director, Austin Coming Together * Cinaiya Stubbs, President & Chief Executive Officer, Children's Place Association * Monsignor Kenneth Velo, Senior Executive of Catholic Collaboration, DePaul University President, Big Shoulders Fund * Jennifer Vidis, Deputy Commissioner, Chicago Department of Public Health In addition to our Advisory Council, the Magoon Institute also has an Internal Advisory Committee that serves as the key internal advisory body to guide the Lurie Children's engagement in community health. Like the Advisory Council, the Magoon Institute Internal Advisory Committee serves as advisors on the development of Lurie Children's Community Health Needs Assessments and implementation plans. Lurie Children's Magoon Institute Internal Advisory Committee includes experts in public health, clinical care, advocacy, medical complexity, social-emotional well-being, research, public policy, workforce development, communications and philanthropy. Below is a roster of our FY24 Internal Advisory Committee members: *Rishi Agrawal, MD, Attending Physician, Hospital-Based Medicine *Adam Becker, PhD, Research Associate Professor, Stanley Manne Children's Research Institute * Kevin Braden, Associate Director, Foundation Relations, Lurie Children's Foundation * Jennifer Calligan, Director, Brand and Advertising * Colleen Cicchetti, PhD, Executive Director, Center for Childhood Resilience * Mary Kate Daly, SVP and Chief of Community Health, Patrick M. Magoon Institute for Healthy Communities * Kelli Day, Senior Director of Operations and Planning, Patrick M. Magoon Institute for Healthy Communities * Jill Fraggos, Vice President, Government Relations * Mariana Glusman, MD, Academic General Pediatrics and Primary Care, Associate Medical Director of Patrick M. Magoon Institute for Healthy Communities * Chris Haen, Executive Director, Health Partners Care Coordination, Project Director, All Hands Health Network * Susan Hayes Gordon, Senior Vice President and Chief of External Affairs * Marie Heffernan, PhD, Associate Director, Voices of Child Health in Chicago, Research Assistant Professor, Stanley Manne Children's Research Institute * Leslie Helmcamp, Director, Violence Prevention Initiatives, Patrick M. Magoon Institute for Healthy Communities * Amy Hill, Director, Injury Prevention Initiatives, Patrick M. Magoon Institute for Healthy Communities * Kara Hollis, Senior Director of Health Information Management * Katelyn Kanwisher, Director of Maternal and Child Health Initiatives, Patrick M. Magoon Institute for Healthy Communities * Cynthia Labella, MD, Attending Physician * Nell McKitrick, Senior Director of Operations and Planning, Center for Childhood Resilience * Mary Otting, EMS Coordinator, Emergency Medicine * Stephanie Pelligra, Senior Director, Pediatrics Administration and Operations * Madiha Qureshi, Senior Project Manager, Community Engagement and Partnerships * Maria Rivera, Director, Mentorship & Workforce Development Initiatives, Patrick M. Magoon Institute for Healthy Communities * Andrea Romaniuk, Director of Population Health and HIM Systems * Susan Ruohonen, Senior Director, Family Services * Michelle Sagan, MD, Orthopedic Surgery & Sports Medicine * Parag Shah, MD, Attending Physician * Karen Sheehan, MD, MPH, Medical Director, Patrick M. Magoon Institute for Healthy Communities * Tracie Smith, Senior Director of Performance Management and Data Literacy * Jacinta Staples, MSN, Director of Community-Clinic Collaborations, Patrick M. Magoon Institute for Healthy Communities * Renee Walker, DRPH, Sr. Director of Community Health Initiatives and Programs, Patrick M. Magoon Institute for Healthy Communities In addition to the above advisory teams, Lurie Children's community health work is also informed by Community Health Action Teams, four work groups comprised of over 100 leaders, physicians, researchers, nurses, social workers and other community health specialists with expertise in (1) social and structural influencers of health and access to care, (2) chronic health conditions, (3) mental and behavioral health and/or (4) injury and violence. In 2022, Lurie Children's participated in the development of the Collaborative Community Health Needs Assessment (CHNA) (Link: allhealthequity.org/projects/2022-CHNA-report) spearheaded by the Alliance for Health Equity, a collaborative of hospitals and health systems working with health departments and regional and community-based organizations to improve health outcomes, wellness and quality of life across Chicago and suburban Cook County. The Alliance for Health Equity was developed so that participating organizations can collaboratively assess community health needs, collectively develop shared implementation plans to address community health needs, share resources more efficiently, and have a greater impact on the large population residing in Cook County. At the time of the last assessment, 37 hospitals, six local health departments including Chicago Department of Public Health (CDPH) and Cook County Department of Public Health (CCDPH), and nearly 100 community-based organizations participated.
Schedule H, Part V, Section B, Line 5 Facility , 2 Facility , 2 - Lurie Children's - (Continued). For the Alliance for Health Equity's 2022 Collaborative Community Health Needs Assessment, we collected over 4,300 community input surveys from a broad representation of individuals ten years or older living in Chicago. The surveys were available online in English and Spanish. In addition, surveys were collected in paper format at focus groups and select in-person events. The survey asked participants about the health status of their communities, community strengths, opportunities for improvement, priority health needs and COVID-19/pandemic impacts. Hospitals, community-based organizations and health departments distributed the surveys to gain insight from priority populations that historically have been excluded from assessment processes. Survey participants were 10 years old or older and focus group participants were 14 years old or older and represented a broad representation of ethnic, racial, religious, and socioeconomic backgrounds. Additionally, Alliance for Health Equity partnered with West Side United and Rush University Medical Center to conduct 43 focus groups with community members throughout Chicago and Cook County. The focus groups were asked about health-related assets, resources, needs and priorities. Lurie Children's conducted 10 additional focus groups gathering insights from 78 patients, parents and caregivers, employees, community-based providers and youth in Lurie Children's priority areas, including Austin and Belmont Cragin. Participants were 14 years old or older and represented a broad range of ethnic, racial, religious, socioeconomic backgrounds and medical care needs. In addition to Lurie Children's participation in the Alliance for Health Equity's collaborative CHNA, Lurie Children's conducted a supplemental needs assessment between April 2021 and July 2022 with a focus on our service area and priority population. This assessment was conducted by the Magoon Institute, in partnership with Lurie Children's Department of Data Analytics and Reporting and Smith Child Health Outcomes, Research and Evaluation center within Stanley Manne Children's Research Institute, the Medical Center's research entity. The Magoon Institute's Advisory Council and Internal Advisory Committees provided oversight and guidance on the 2022 CHNA and provided feedback on drafts of the Alliance for Health Equity's collaborative CHNA and Lurie Children's CHNA. Preliminary findings were presented to four established community health action team workgroups for internal feedback and discussion. In line with good public health practice, the CHNA analysis began with a review of the leading causes of death and hospitalization for Chicago children and adolescents to assure that the full range of serious health risks was considered. Primary and secondary data from a broad range of sources were utilized for robust data analysis and to identify community health needs in Chicago. These included: * Community input surveys, community resident focus groups and learning map sessions, healthcare and social service provider focus groups, two stakeholder assessments led by partner health departments-forces of change assessment and health equity capacity assessment, additional and various stakeholder interviews and focus groups, peer-reviewed literature and white papers, and existing assessments and plans focused on key topic areas; and * Localized data compiled by several agencies, including Chicago Department of Planning and Development, Chicago Metropolitan Agency for Planning, Housing Authority of Cook County, state and local police departments, and other state agencies and federal sources; localized data compiled by community-based organizations and academic institutions, including Greater Chicago Food Depository and Voices of Child Health in Chicago; and hospitalization and emergency department encounter data provided by Illinois Health and Hospital Association and analyzed by the Conduent Healthy Communities Institute.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Lurie Children's. While we address individual health conditions through Lurie Children's clinical care and research efforts, our approach to community health is intentionally holistic. We focus our efforts on upstream prevention and early intervention at the community level. The strategies below address the identified health priority areas through that interconnected and holistic lens, rather than solely addressing each priority health area with a singular strategy. For this reason, there are no health priorities identified that we are not addressing. All strategies are resourced through a combination of hospital operations, grants, and philanthropy. Key findings and priority health areas to address for 2023-2025 include: Priority Area A: Social and Structural Influencers of Health and Access to Care * Communities emphasized that they need economic opportunity, stable housing, healthy foods, quality childcare and education, social cohesion, and safe environments to be healthy. * Communities prioritized an immediate need for holistic, integrated physical and mental healthcare and accessible, appropriate community programs and services. * Life expectancy in Chicago dropped a full 2 years in 2020, with the most significant drop among Hispanic/Latinx and Black Chicagoans. * Most Chicagoans under the age of 18 years have health insurance and less than 4 percent are uninsured. Despite this, inequities in cost, proximity, availability, and quality of healthcare services are significant barriers to care. * Although infant mortality overall in Chicago has been trending slightly downwards since 2000, Black infants continue to die at a rate three times higher than white infants. Priority Area B: Chronic Health Conditions * Chicago has been identified as an asthma epicenter with prevalence higher than state and national levels, specifically in the city's west and south sides. * One in 3 of Chicago's children and teenagers are overweight or have obesity, a number that increased during the pandemic. Youth with obesity are more likely to experience severe asthma, type 2 diabetes, poorer disease control and overall poorer quality of life. * Families and caregivers of youth with medical complexities report significant physical, emotional, and financial challenges related to providing quality care at home. Priority Area C: Mental and Behavioral Health * In 2019, 39 percent of Chicago high school students reported experiencing symptoms of depression, which is a 125 percent increase since 2007. The pandemic exacerbated youth depression and anxiety, with estimates suggesting a doubling effect. * The availability of mental and behavioral health preventative services and treatment is severely limited despite continuously rising rates of youth depression, anxiety, and suicide attempts. * In 2019, more than 30 percent of Chicago's high school students reported being offered, sold, or given an illegal drug on school property. * In 2019-2021, substance use related emergency department visits and hospitalizations for black Chicago youth were up to 3 times as high as those of Hispanic/Latinx, white or Asian youth. Priority Area D: Violence and Injury * Firearm injuries are now the single leading cause of death for children and adolescents 0-19 years of age, with an 83 percent increase in youth firearm fatalities over the past decade. * Black youth had an unprecedented 40 percent increase in firearm deaths between 2019 to 2020. * Considered altogether, unintentional injuries remain the leading cause of death and disability for children and youth ages 0-24 years in the United States. To address the priority health issues/areas identified in our CHNA, Lurie Children's developed an impact framework comprised of the following domains, each of which is essential to improving health outcomes for youth: * Compassionate and Responsive Care - goal: expand the availability and accessibility of physical, mental, and behavioral health and social services closer to home for youth living in under-resourced communities. * Educational and economic opportunity - goal: foster educational and economic opportunities to help infants, children, youth and their families and communities thrive. * Safe and nurturing spaces - goal: cultivate safe, supportive, and nurturing physical and social environments for youth where they live, learn and play. Across the three domains, we have identified strategies that address each of the priority areas listed above. They are outlined below. *Compassionate and Responsive Care* Strategy: Community Clinic Hub on Chicago's West Side In close partnership with Stone Community Development Corporation (Stone CDC), Lurie Children's is developing the Austin HOPE Center, a space for youth and families to seek clinical care and community-based services in Chicago's Austin neighborhood. The facility will provide high-quality pediatric specialty physical and behavioral healthcare services; community-responsive health education and training; gathering space for youth development and other community organizations; and outdoor space for programming and respite. In FY24, we continued with the development of the business plan and solicitation of feedback on design and programs from community residents. Clinical services to be provided at the Austin HOPE Center include: high-quality pediatric specialty clinic care, offering clinical services to address reproductive health, eating disorders and substance use; wellness and weight management; hemophilia and sickle cell disease; high risk asthma; autism and development delays; preventative and general cardiology; high blood pressure; and fatty liver disease. These services were carefully selected based on feedback from community residents, local clinicians and healthcare providers from Austin. Strategy: Provide Care in Areas with Greatest Disparities * As a leading pediatric provider, in FY24, Lurie Children's served 256,333 individual patients and their families across the main hospital, 6 primary care facilities, 17 outpatient services, and 10 partner hospitals. Lurie Children's delivers high quality, family-centered care and high-impact research and is the largest pediatric specialty provider in the region, by volume. * The All Hands Health Network (AHHN) is a model of integrated care launched in 2022 designed to serve children in Belmont Cragin and Austin (60639 and 60651, respectively) neighborhoods in Chicago. AHHN is expected to serve 42,000 children on Medicaid living in Chicago's economically disadvantaged communities. Supported by the Centers for Medicare and Medicaid Services of the U.S. Department of Health and Human Services, Lurie Children's aims to expand children's access to quality primary care, specialty care, and behavioral health services through AHHN. AHHN receives referrals from Lurie Children's emergency department and collaborates with Lurie Children's providers and care managers to enhance access to services. In FY24, AHHN collected over 1700 needs assessments and made 148 referrals to partner organizations. They also provided resource coordination services to 674 families, ensuring they received the support they needed. * Lurie Children's has continued a leadership role in West Side United, a collaborative housed at RUSH University Health System, comprised of hospitals, funders, technical and community organizations working together on economic vitality, population health and community-driven initiatives to improve the health of individuals who live on the West Side of Chicago. The goal of this collaborative is to coordinate the efforts each individual hospital is undertaking to maximize overall positive impact and improve community health with the objective of lowering the life expectancy gap between Chicago's Loop and the West Side. * Lurie Children's conducts Social Influencers of Health (SIoH) screenings of patients across departments; screenings include questions addressing housing, food insecurity, safety, transportation, caregiver education, financial strain and stress. Those who screen positive are connected to community resources through NowPow or Unite Us or through referrals made by our social workers and resource specialists. In FY24, 59,844 patients received SIoH screening, 15 percent of whom screened positive.
Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - Lurie Children's (Continued). * Lurie Children's Mobile Health Program provides immunizations, school/sports physicals, and well-childcare to students and youth ages 0-18 across Chicago. The Mobile Health Program also partners with internal departments at Lurie Children's to help expand specialty care, such as asthma care or weight and wellness management, beyond the hospital's walls into communities experiencing disproportionate rates of chronic diseases. Currently, the Mobile Health Program serves the following ZIP codes: 60608, 60610, 60612, 60617, 60619, 60620, 60623, 60629, 60630, 60637, 60639, 60641, 60644, 60647, 60649. In FY2024, the mobile unit served 292 unique patients. * Through its Community Clinic Collaborations, Lurie Children's collaborates with Federally Qualified Health Centers to expand care coordination, offering capacity-building such as education, training, and grants and improve residents' access to quality healthcare. Strategy: Social Needs Screening & Care Coordination A common social need that Lurie Children's has identified among our patients and communities we serve is food and nutrition insecurity. To address this, Lurie Children's operates an on-site food pantry at Lurie Children's Primary Care - Uptown site and within our Emergency Department (ED) for families who identify as food insecure during Social Influencers of Health (SIoH) screenings. If screened positive, patient families are provided with a bag of food for the household at the visit. In FY24, 348 bags of food (5,220 lbs.) were distributed at the Uptown Clinic, a 70 percent increase from the previous year. In addition, families presenting for visits at the Clark/Deming and Uptown satellites sites, as well as at the ED, who have children under age 3 are screened for infant supply insecurity. We screen families with children under 3 for diapers and under 1 for formula. If a family screens positive for either or both, they are provided with infant supplies at their visit. In FY24, 54,442 diapers and 931 cans of formula were given to patient families visiting the ED. Outside of the food pantries, we have also introduced other efforts in FY24: *The Wellness and Weight Management Mobile Unit addresses food insecurity as part of its holistic care approach when out in the community. *The Pediatric Dialysis Patients Program offers biweekly home food deliveries with medically tailored food boxes designed by a Nephrology Registered Dietitian for up to one year or until a transplant occurs. *The Ambulatory Home Delivery Program offers weekly food deliveries for one month to families identified as food insecure during ambulatory visits. *The Adolescent Medicine Eating Disorder Clinic Pantry provides shelf-stable pantry items to patients screened positive for food insecurity. *In FY24, Lurie Children's Food, Activity and Nutrition Initiatives (FAN) team led the Vibrant Kids Pilot, addressing pediatric nutrition and diabetes prevention. Through strong partnerships with the Endocrinology Division, Northwest Center, and Erie Family Health Centers, the project successfully developed a six-month pre-diabetes/diabetes management program for children ages 10- 18 and their families. The unique elements of the program included monthly telehealth educational sessions, 1:1 sessions with a Lurie Children's dietitian and group community sessions hosted at various community locations, like restaurants with diabetes friendly menu options, led by Northwest Center's community health worker. Highlights included: Recruitment of 33 patient families for monthly Registered Dietician-led group and individual nutrition education sessions; and community activities in Belmont Cragin, such as a Learn to Bike Clinic with the Chicago Department of Transportation and diabetes-friendly restaurant visits. These efforts will continue into 2025 in partnership with Illinois Public Health Institute and other community partners to implement a diabetes prevention program (DPP) in Belmont Cragin. *The FAN team has led the Food Pantry Support Initiative (FPSI) and the larger West Side United Food Access Strategy Group since 2018. In 2024, our collaboration with West Side United and eight community food pantries deepened, building on funding, training, volunteering, and technical assistance provided in prior years. This year, we offered training on trauma-informed practices with Lurie Children's Center for Childhood Resilience to support pantries. Pantries also participated in emergency preparedness training with the Pediatric Pandemic Network and a vendor fair to facilitate sourcing culturally responsive, locally grown foods. These efforts enhanced the pantries' capacity to integrate into local food systems and expand food access during emergencies, moving beyond traditional distribution measures. *In FY24, FAN also organized a partner networking event to highlight programs like the Community Grocery Initiative, SNAP and Link Up Illinois' Link Match program, and the grocery store development at Madison and Hamlin. Throughout the year, they conducted a community survey to gain deeper insights into Garfield Park residents' shopping preferences and behaviors. These efforts aim to ensure that food access solutions are tailored to the community's needs. Looking ahead to 2025, we are excited to publish a toolkit designed to help retailers increase SNAP and Link Match participation at their stores or markets, further supporting equitable food access in Garfield Park. *To further enhance Lurie Children's understanding of the needs of children and families in Chicago and its ability to meet those needs, the Smith Child Health Outcomes, Research and Evaluation Center continued the Voices of Child Health in Chicago program, which is focused on surveying Chicagoans to better understand the issues that impact child health in Chicago. Through this endeavor, Lurie Children's obtains data on children's health across the metropolitan area with an emphasis on measuring health needs and public attitudes regarding a wide range of health issues, including mental health, nutrition and healthy weight management, and firearm safety in FY24. *In FY24, Lurie Children's provided care coordination services to 1000+ patients through Lurie Children's Health Partners Care Coordination, LLC, which launched in 2014 and is now known as Lurie Children's Health Services, LLC. This effort involves partnering with medical home providers in the community, providing intensive care coordination, IT integration, and support for home-based services. These wrap-around care services are specifically designed to provide comfort and support for the entire family. *The care coordination department has continued to grow with launching three new programs (West Cook Coalition, Nephrology, & Safety and Well-being) and expanding the Complex Care Program, while continuing to maintain strong programs serving the CIN patient population, the NICU, and those most in need. Analysis continues to show that patients in care coordination have fewer ED visits and shorter lengths of stay. We maintain high levels of patient satisfaction, launched a newsletter for our patients, and are expanding to work with new departments in the hospital. *Lurie Children's chronic illness transition team provides support as young people with complex conditions transition from pediatric to adult care. This includes a transition clinic to coordinate care, a virtual life skills program for all families (supporting adolescents with independent life skills [SAILS]), and an internship program to help youth get the experience they need to transition to the adult workforce. *Lurie Children's Parent Wisdom in Shared Experience (ParentWise) and Peer Wisdom in Shared Experience (PeerWise) programs pair parents of children with special healthcare needs with other parents and youth whose diagnoses or needs are similar. These programs, in which more than 180+ volunteers provide over 2,000 hours of service annually, help optimize the healthcare experience for children with medical complexity.
Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - Lurie Children's (Continued). *Since 1984, the Pediatric Practice Research Group (PPRG), a regional Chicago-area practice-based research network at Lurie Children's, has collaborated with primary care practices in a variety of research projects. Some of the projects have included quality improvement focused on improving care related to nutritional status assessment, diet and physical activity assessment and counseling. In addition, PPRG has conducted several quality improvement projects around obesity identification and management. Examples include facilitating and evaluating the implementation of obesity care clinics in five primary care practices and testing two strategies to implement the National Heart, Lung, and Blood Institute (NHLBI) cardiovascular risk prevention guidelines at 16 practices. *Lurie Children's has conducted a current state assessment of Lurie Children's patients requiring Home- and Community-Based Services (HCBS), including current structures and processes for referral/linkage, best practices and gaps/needs which was published in Academic Pediatrics in 2023. In response to portions of the findings, Lurie Children's launched the Complex Care Program for youth with special healthcare needs to reduce barriers and improve access to care (e.g., scheduling and linkages for community services). *In FY24, Lurie Children's successfully launched its Strengthening Chicago's Youth-Hospital Based Violence Intervention Project (HVIP), piloting care coordination services for patient survivors presenting with violence-related injuries. In addition, we established our multi-disciplinary planning team comprised of community partners and service providers to help guide the strategic direction of the HVIP. Strategy: Support for Primary Care Pediatricians *Lurie Children's houses a Pediatric Advocacy Board that unites clinicians and allied health professionals to amplify policy and advocacy efforts. In recent years, the hospital also launched the Resident Advocacy Pathway, which provides experiential training for hospital residents to learn how they can integrate public health advocacy into their practice. *The Journal of Health Advocacy is a new peer-reviewed publication housed in Lurie Children's. The journal shares actionable insights to support advocacy and public health efforts. The first edition of the Journal was published in December 2024. *Through our Federally Qualified Health Center (FQHC) Strategy and Partnerships, Lurie Children's invites FQHCs to apply for annual Community Benefit Grants to support an initiative that aligns with the priorities in our Community Health Needs Assessment and helps them better meet community needs. *In 2018, Lurie Children's launched the Mood, Anxiety, ADHD Collaborative Care (MAACC) program. The MAACC program is a collaborative care system with community pediatricians to train them how to identify and treat mental health concerns in the primary care setting. MAACC trains community pediatricians and collaborates with Lurie Children's child psychiatrists to provide treatment to their patients when medication management is needed. *In FY24, Lurie Children's launched the Community Health Worker Incubator study, which is researching how Community Health Workers (CHWs) can improve mental healthcare access for children with ADHD from groups who have limited access to mental health services due to cost, location, and other factors. Strategy: Behavioral Health and Suicide Screening *Lurie Children's recently launched a new service model named Targeted Assessment and Group Empirically supported Treatment (TARGET) for at-risk youth that utilizes group-based and collaborative mental health care. TARGET is increasing access to mental health care by providing brief, targeted evaluations and group interventions to youth whose mental health concerns are likely to respond to existing, evidence-based group treatments. *Lurie Children's Potocsnak Family Division of Adolescent and Young Adult Medicine (Adolescent Medicine) collaborates with multiple partners, including schools, programs, and institutions across Chicago to provide free and confidential HIV/STI testing. People who choose to get tested receive their HIV results same-day and have the opportunity to test for other sexually transmitted infections (STIs) (e.g., gonorrhea, chlamydia, trichomoniasis) and rapid syphilis testing. In FY24, 270 unique patients from throughout Cook County received these services. *In partnership with community-based organizations, Lurie Children's Adolescent Medicine Division offers Substance Use Prevention Programming (SUPP) including Naloxone Training and the distribution of Narcan and fentanyl test strips to reduce overdose risks. In FY24, SUPP expanded their reach and event totals for distribution of Narcan to four new partner sites during FY24, including Kennedy King and Malcolm X City Colleges. Additionally, as staffing allowed, distribution events were held at local block parties organized by Chicago Alderpeople and at Back to School events through Chicago Public Schools on the North, South, and West Sides of the city. *Educational and economic opportunity* Strategy: Expand Anchor Mission Activities *The Healthcare Anchor Network is a national collaboration of 75+ healthcare systems, including Lurie Children's. As part of this network, we are dedicated to building and supporting local economies by increasing local hiring, procurement and impact investment. *Our Mentorship and Workforce Development Programs offer 13 programs that support elementary, middle, and high school students; undergraduate and graduate students; and Lurie Children's employees. These programs aim to create educational and career pathways for Chicago youth from economically disadvantaged communities. Strategy: Expand Health Promotion and Education *Lurie Children's leads capacity-building programs for community partners in communities like Austin, Belmont Cragin, and Humboldt Park. These trainings focus on resource sharing, best practices, evaluation support, nutrition education, and emergency preparedness. *Parks as Health Hubs (PHH) is a long-standing collaboration with the Chicago Park District that transforms park sites into trusted spaces that connect residents to programs, services, and resources that improve community well-being. *In FY24, Lurie Children's became the first children's hospital in the Midwest - and the first specialty children's hospital nationwide - to become a MyPlate National Strategic Partner with the USDA. *Legislative Support has seen Lurie Children's back over 20 advocacy actions aligned with our Food, Activity and Nutrition Initiatives' policy agenda to advance healthy food access, physical activity, and nutrition security. *Lurie Childrens' HIV/STI programming offers on-site HIV and STI screening at the Dayton Outpatient Clinic, on the Mobile Health Unit, and through community partner sites. Screenings include HIV, Hepatitis C, Syphilis, Chlamydia, Gonorrhea, and Trichomoniasis. *The recently launched L-SPARC intervention clinic is a training clinic for clinical psychology and social work graduate students within the Pritzker Department of Psychiatry and Behavioral Health at Lurie Children's. At the beginning of the year, trainees engage in workshops related to suicide-specific clinical interviewing and assessment, case conceptualization and treatment planning, and learn to deliver therapy skills effectively. Following these workshops, trainees begin to accept clinic referrals, meet with patients on the day of this clinic, and serve as the primary therapists. Live supervision by either an attending clinical psychologist or licensed clinical social worker is provided for all trainee-led patient sessions. *The L-SPARC clinic provides live clinical supervision and trains psychology and social work students in suicide prevention techniques, patient interviews, and therapy approaches. Since September 2023, 11 patients and their families have been treated. Clinic capacity will be gradually increased over the next few years.
Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - Lurie Children's (Continued). *Over 19 percent of Lurie Children's hires in FY24 reside in zip codes that have low Childhood Opportunity Index (COI) scores. Developed in 2014, the Child Opportunity Index is a composite measure of neighborhood opportunity capturing 29 features relevant to health and development of children. The index is applied and merged with other population level statistics at the zip code level to identify and visualize neighborhoods assets and intervention need. Strategy: Support Youth in Schools *Our Division of Adolescent Medicine offers school-based sexual health programming that includes student workshops, parent and caregiver sessions, and professional development for school staff. In FY24, they were able to reach 923 youth with the FLASH sexual health education curriculum and 31 youth with the INClued workshop, two evidence-based programs that were implemented for the first time during this reporting period. *Lurie Children's Center for Childhood Resilience (CCR) partners with Child-Parent Centers in Chicago Public Schools' Office of Early Childhood Education to develop the Ready-To-Learn-Through Relationships Program (RLR-Program). The RLR-Program consists of two manuals: 1) a framework that provides education regarding early childhood trauma, its impact, and a relationship-based path to social and emotional well-being, and 2) a toolkit which provides "plug-and-play" strategies for improving social-emotional learning and early relational health in the preschool classroom. *CCR has also partnered with Chicago Public Schools to co-develop the Behavioral Health Team (BHT) model. A BHT is a teaming structure that ensures students receive appropriate and consistent behavioral and mental health services across the multi-tiered classification of need. It includes data-driven protocols to identify, assess, and match students to appropriate interventions available in school or in the community. *CCR currently provides training in seven evidence-based group interventions delivered by school counselors, school social workers, and school psychologists: Anger Coping, Think First, Bounce Back, Cognitive Behavioral Intervention for Trauma in Schools (CBITS), Structured Psychotherapy for Adolescents Responding to Chronic Stress (SPARCS), and Strengthening Transition Resilience of Newcomer Groups (STRONG). In addition to training on these interventions, CCR provides customized technical assistance to support high-quality implementation. Technical assistance sessions provide a collaborative space to share best practices, problem-solve common challenges, review core components of the interventions, and receive consultation from our team of intervention trainers on how to implement and sustain these interventions in schools. *REACH (Resilience Education to Advance Community Healing) is a statewide, evidence-informed initiative led by Center for Childhood Resilience and the Illinois State Board of Education's Learning Recovery program, with important collaboration from the Partnership for Resilience and the Stress & Trauma Treatment Center. REACH works with Social-Emotional Learning (SEL) Hubs across Illinois to provide educators with tools to support the resilience and well-being of their students and staff, building on the Center's belief that all young people deserve access to adults who can address their mental health needs. *Supporting Early Relational Health: In partnership with the Office of Head Start (OHS), Lurie Children's collaborates with the Education Development Center and Georgetown University to build capacity for Head Start programs. As a national expert in the Training and Technical Assistance (TTA) system, we support Head Start grantees across all 50 states. *Lurie Children's advocacy played an active role in the passage of Senate Bill SB 726, which became effective in August 2024, supports universal mental health screening in schools, ensuring earlier detection and improved mental health services for children in Illinois. *Safe and Nurturing Spaces* Strategy: Injury & Violence Prevention * Lurie Children's and Communities United are working together to advance "Healing Through Justice: a Community-Led Breakthrough Strategy for Healing Centered Communities." In FY24, Lurie Children's developed an Internal Steering Committee to advice on opportunities to integrate learnings from Healing Through Justice into the hospital's institutional policies. In addition, leaders from our Department of Psychiatry and Mentorship & Workforce Development Initiatives convened to determine the feasibility of expanding our career development pipelines to include careers in the field of mental and behavioral health. *In FY24, Strengthening Chicago's Youth (SCY) continued collaborations with our partners as a Catalyst for Innovation, including launching the Hospital Based Violence Intervention Program, and continuing our work with the Juvenile Justice Collaborative. To support these efforts, SCY coordinated two trainings, including a poetry workshop, "Narrative Change: The Power of Poetry, "Understanding Disability 101," a collaborative training with Access Living and BUILD, Inc. to build knowledge and understanding of how to support people with disabilities in our work. *Lurie Children's Juvenile Justice Collaborative (JJC) consists of care coordinators who work with youth to assess their needs, identify their goals, and place them with the appropriate community-based provider to minimize further involvement of arrested youth in the justice system and reduce racial disparities by providing access to comprehensive support services that meet adolescents' developmental needs. In FY24, through the JJC Family Support Project, partner organizations received funding to promote innovative strategies to support the families of justice-involved or at-risk youth. Projects helped to build family cohesion and address issues related to youth and family trauma, poverty, and mental and behavioral health needs. Out of the ten participating providers, six organizations enhanced parent and guardian engagement with the court process, eight organizations increased parents guardians' knowledge of how to support their child generally, and nine organizations met parents guardians' basic needs. Notably, over 700 parents/caregivers and families were served, with over 300 families receiving financial support or support to meet basic needs. *Lurie Children's continues to be the Illinois affiliate of Project ADAM, an initiative to prevent deaths from sudden cardiac arrest through advocacy, education, preparedness and collaboration. This initiative educates stakeholders on bystander CPR training and provides technical assistance to local schools on the pathway to becoming heart safe schools. In FY24, Illinois HGB 5394 passed, requiring all Illinois public and private schools to have Cardiac Emergency Action Plans (CERPs) in place. The number of schools interested in being designated as Heart Safe Schools through Project ADAM in Illinois increased from 133 in FY23 to 237 in FY 24. *Lurie Children's Unintentional Injury Prevention Initiatives focus on a number of preventable injuries, including motor vehicle accidents and car seat safety, Sudden Unexpected Infant Death and infant sleep safety, drowning, home safety, and bicycle and pedestrian safety. *Buckle Up Program conducts monthly virtual and in-person car seat workshops throughout Cook County. It is part of a Car Seat Distribution Network, together with FQHCS, social service providers, and other hospitals and healthcare facilities and has conducted 65 car seat safety workshops to over 2,000+ individuals in FY24. It also distributed 1,000+ car seats to families in need during the reporting period. *Injury Prevention's Safe Sleep program distributed 832 Safe Sleep Kits to families in need and community-based organizations throughout Cook County. The program also conducted several Safe Sleep Ambassador program trainings, reaching 305 individuals, focused on empowering and educating community-based ambassadors to educate their networks on safe infant sleep practices. *Lurie Children's is also a member of the Drowning Prevention initiative led by the Water Safety Task Force Metro Chicago, a coalition that includes the Chicago Park District, Chicago Fire Department, American Red Cross, and other partners. Together, we address issues such as lifeguard shortages and recent drowning data to improve water safety efforts. *Our Home Safety program offers in person and virtual home safety workshops for parents, where they also receive home safety devices such as carbon monoxide and smoke detectors.
Schedule H, Part V, Section B, Line 11 Facility , 5 Facility , 5 - Lurie Children's (Continued). *In FY24, our Bicycle Safety program provided 875 helmets through the Emergency Department and community events. *In FY24, our Pedestrian Safety program partnered with Head Start to offer 5 pedestrian safety workshops for children and families, reaching 232 individuals. *Each year, Lurie Children's Child Protective Services team sponsors a child maltreatment symposium for first responders, social workers, teachers, and police officers in Chicago. The goals of these symposia are to raise awareness of child maltreatment, to empower professions in contact with children with the tools to identify and report abuse, and to address common challenges in providing services to families that experience abuse. *Lurie Children's continues the sexual assault nurse examiner program (SANE) in its emergency room to ensure timely, expert care is provided to young victims of sexual assault. A trained nurse practitioner is available 24/7, and together, Lurie Children's SANE program APNS complete more than 200 annual assessments. They also provide continuing education to physicians, advanced practice providers and nurses internally and externally. *Lurie Children's child abuse pediatrics continues to lead the development of the Humagram technology, a software program to help clinicians, caregivers and child advocates determine if an injury is accidental or due to child abuse or neglect. Integrated into this technology are six evidence-based clinical decision rules addressing specific areas needed to improve recognition of physical abuse, including bruising, fractures, abusive head trauma, occult head injury (brain injury), scald burns and sexual abuse. *Lurie Children's child maltreatment experts collaborate with Civitas Child Law Center to develop and teach an advocacy course and curriculum for Loyola University law students and sitting judges focused on child maltreatment. Strategy: Youth Programming & Activities *In FY24, Lurie Children's identified the need for an institutional strategy for Youth Engagement. This strategy is now a fiscal year 2025 goal. The initiatives that fall under the Magoon Institute have been very intentional in soliciting youth perspectives to shape meaningful programming, such as the Healing Through Justice program, the design and planning of the Austin Hope Center, and the development of our Community Health Implementation Strategies. Strategy: Caregiver/Family Wraparound Supports *Established in 2022, Lurie Children's Schreiber Family Center for Early Childhood Health and Wellness supports families by creating safe, stable, and nurturing environments for children during their critical first five years. The center prioritizes families on Chicago's West and South Sides, where maternal and infant health risks are greatest. In FY24, the Schreiber Center finalized the details for the Stronger Together pilot project, which aims to deepen the linkages across our programs, bringing our combined resources and training to an early childhood center. The project centers on early relational health (ERH), a key tenet of the Schreiber Family Center. The Stronger Together planning group conducted an orientation with the director, program staff and owners of Touch by an Angel Preschool Academy in Austin, our partner in this project. *Lurie Children's Maternal and Child Health Initiatives help families from pregnancy until their child turns three, offering important early support. Our programs offer free guidance before and after the baby arrives to make the early years easier. -The Group Connections program offers free virtual parent support groups that welcome pregnant individuals and families with young children, creating a space for education and peer connection. -The Connect Home Visiting Chicago (CHVC) program connects pregnant people and families with home visiting services for personalized support and coaching. Visits take place in the location most convenient for the family. In FY24, CHVC connected with 285 individuals who received care coordination and/or resources. -Launched in FY23, the West Side Healthy Parents and Babies (WSHPB) initiative, in partnership with West Side United, offers pregnancy education, virtual parent support groups, and connections to community resources for families with infants under one year old in designated West Side ZIP codes where infant and child mortality rates are disproportionately high. In FY24, 42 individuals received referrals to and from WSHPB, and the program is continuing to grow. Strategy: Built Environment *Lurie Children's Food, Activity and Nutrition Initiatives (FAN) are actively engaged in the Parks as Health Hubs (PHH) effort, building upon two decades of collaboration with the Chicago Park District to create a replicable model for transforming Chicago Park District sites into trusted Health Hubs-community spaces that connect residents to essential programs, services, and opportunities to advance health equity, improve outcomes, and enhance quality of life. In collaboration with Chicago Park District leadership, this project with the Park District's health and wellness strategy. Columbus Park (Austin) and Kelvyn Park (Belmont Cragin) participated in the pilot in 2024. Park District Leadership, Park Staff, and residents participated in more than seven hours of planning sessions to complete community asset mapping, needs assessments, and action planning. -Achievements include: Development of Park Asset Maps and Community-Engaged Action Plans Identification of priorities such as healthcare access, teen programming, mental health support, nutrition and physical activity, safety, and staff wellness Support for community events like World Kids Day and Back-to-School Fairs Delivery of 10 educational sessions for youth and parents Hosting Star Farm Farmers Market PopUps to provide free fresh produce. In 2025, FAN will collaborate with the parks to implement the Action Plans, ensuring that Health Hubs serve as essential health resources for their communities.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?22
Name and address Type of Facility (describe)
1 LURIE CHILDREN'S OTP CTR IN LINCOLN PARK
2515 N CLARK STREET/467 W DEMING
CHICAGO,IL60614
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
2 LURIE CHILDREN'S OTP CTR
1440 N DAYTON
CHICAGO,IL60642
PHYSICIAN SERVICES
3 LURIE CHILDREN'S OTP CTR IN SKOKIE
3722 TOUHY AVENUE
SKOKIE,IL60076
PHYSICIAN SERVICES
4 NORTHBROOK AMBULATORY SURGERY CENTER
1121 TECHNY ROAD
NORTHBROOK,IL60062
PHYSICIAN SERVICES, OUTPATIENT MEDICAL & AMBULATORY SURGICAL SERVICES
5 LURIE CHILDREN'S OTP CTR IN NORTHBROOK
1131 TECHNY ROAD
NORTHBROOK,IL60062
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
6 LURIE CHILDREN'S OTP CTR IN WESTCHESTER
2301 ENTERPRISE DR
WESTCHESTER,IL60154
PHYSICIAN SERVICES, OUTPATIENT MEDICAL & AMBULATORY SURGICAL SERVICES
7 LURIE CHILDREN'S OTP CTR IN NEW LENOX
1870 N SILVER CROSS BLVD STE 100
NEW LENOX,IL60451
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
8 LURIE CHILDREN'S OTP CTR IN GRAYSLAKE
1475 E BELVIDERE RD RTE 120 STE
GRAYSLAKE,IL60030
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
9 LURIE CHILDREN'S PRIMARY CR-TOWN COUNTRY
1460 N HALSTED ST SUITE 402
CHICAGO,IL60642
PHYSICIAN SERVICES
10 LURIE CHILDREN'S PEDIATRICS - UPTOWN
4867 N BROADWAY AVENUE
CHICAGO,IL60640
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
11 LURIE CHILDREN'S PRIMARY CR-TOWN COUNTRY
3722 W TOUHY AVENUE SUITE 101
SKOKIE,IL60076
PHYSICIAN SERVICES
12 LURIE CHILDREN'S PHYSICIAN OFFICE IN NAPERVILLE
636 N RAYMOND DR STE 205
NAPERVILLE,IL60563
PHYSICIAN SERVICES
13 LURIE CHILDREN'S OTP CTR IN ARLINGTON HT
880 W CENTRAL RD SUITE 6400
ARLINGTON HEIGHTS,IL60005
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
14 LURIE CHILDREN'S REHAB SVCS AT WESTBROOK
11301 W CERMAK RD
WESTCHESTER,IL60154
REHABILITATION SERVICES
15 LURIE CHILDREN'S OTP CTR IN LAKE FOREST
900 N WESTMORELAND SUITE 209
LAKE FOREST,IL60045
PHYSICIAN SERVICES & OUTPATIENT MEDICAL SERVICES
16 LURIE CHILDREN'S PRIMARY CR-CAP
1950 DEMPSTER ST
EVANSTON,IL60202
PHYSICIAN SERVICES
17 OUTPATIENT CENTER IN HUNTLEY
10350 HALIGUS RD CENTGRA HLT SYS ME
HUNTLEY,IL60142
PHYSICIAN SERVICES
18 LURIE CHILDREN'S PRIMARY CR-TOWN COUNTRY
2601 COMPASS ROAD SUITE 120
GLENVIEW,IL60026
PHYSICIAN SERVICES
19 LURIE CHILDREN'S PHYSICIAN OFFICE
3633 W LAKE AVE SUITE 103
GLENVIEW,IL60026
PHYSICIAN SERVICES
20 LURIE CHILDREN'S AT NORTHWESTERN MEDICINE CENTRAL DUPAGE HOSPITAL
25 N WINFIELD ROAD
WINFIELD,IL60190
PHYSICIAN SERVICES
21 LURIE CHILDREN'S AT NWM DELNOR HOSPITAL
302 RANDALL RD SUITE 102
GENEVA,IL60134
PHYSICIAN SERVICES
22 NORTHWESTERN MED CHICAGO PROTON CENTER
4455 WEAVER PARKWAY
WARRENVILLE,IL60555
PHYSICIAN SERVICES
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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 3c Financial Assistance To be eligible for financial assistance, the patient must be an Illinois resident. The organization also follows Illinois's presumptive eligibility guidelines in determining financial assistance.
Schedule H, Part I, Line 6a Community Benefit Report Lurie Children's updates community benefit reporting annually. In FY24, the institution invested $260.8 million in unreimbursed charity care, under-reimbursement from caring for patients insured by Medicaid, and community benefit programs. * Charity care, losses due to Medicaid reimbursement below cost of services and other uncompensated costs: $192.3 million * Resident and fellow training: $30.9 million * Family support and interpretation services: $9.4 million * Research funding, net of grants and philanthropic support: $21.4 million * Community clinic support: $1.9 million * Child advocacy programs: $4.9 million * Total community investment: $260.8 million The calculation for "charity care and certain other community benefits at cost" reflects the Form 990 definitions and will not necessarily correspond to calculations prepared for similar state of Illinois reporting requirements and our audited financial statement reporting, each of which may require the use of specified methodologies that may differ from Form 990.
Schedule H, Part I, Line 7g Subsidized Health Services Part I, Line 7g Subsidized health services reported in Section I, Line 7g include details from two different community benefit programs of Lurie Children's, namely the primary care clinic in the Uptown neighborhood of Chicago and dentistry clinic at Lurie Children's outpatient center - Lincoln Park. The operating costs attributable to the primary care and dentistry clinics are approximately $0.7M. Both programs are operated despite financial losses to the organization. The clinics provide healthcare to a largely underserved community. Lurie Children's provides financial support to the following affiliated organizations to allow these organizations to provide charity care services and engage in other charitable activities: Almost Home Kids: $3,275,028 Lurie Children's Medical Group, LLC: $13,358,622 Lurie Children's Health Services, LLC: $4,926,527 Lurie Children's Pediatric Anesthesia Associates: $13,781,249 Lurie Children's Primary Care, LLC: $3,430,587 Lurie Children's Surgical Foundation, Inc: $29,202,508 Pediatric Faculty Foundation, Inc: $52,088,622
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance PART I, Line 7, column (F) Total expense from form 990, part ix, line 25, column (a) was $1,487,076,341. The bad debt expense included in this amount was $ 17,042,690. This includes the amount determined under HFMA 15 of $16,021,357 and an additional amount of $1,021,333 due to events that were unknown at the time of the initial billing, such as bankruptcies, loss of employment, etc. Therefore, a total expense of $1,470,033,651 was used for purposes of calculating form 990, schedule h, line 7, column (f). Part I, Line 7 Cost-to-charge ratio is calculated using the total expense reflected in our FY2024, audited financial statements reduced by community benefits reflected on Schedule H, bad debt, provider tax and non-patient related activity expenses found in the Lurie Children's cost report divided by gross patient charges. This cost-to-charge ratio is used to calculate the amounts on Lines 7a through 7c. The remainder of the rows in Part I, Line 7 are calculated as follows: Part I, Line 7e - The amounts reported are direct costs used to improve community health from Lurie Children's restricted and unrestricted funds and amounts from our audited financial statements ($31.6 million) offset by direct revenue of ($10.2 million). Part I, Line 7f - These amounts are unreimbursed medical education costs of $33.8 million using Medicare cost reports including teaching costs offset by a HRSA graduate medical reimbursement in the amount of $3.8 million. Part I, Line 7g - These amounts support the community by providing financial assistance to PFF, LCMG, AHK, LCPC, CCE, as well as Uptown (Medical Home) and Dentistry Clinic. Part I, Line 7h - Total research costs are derived from the Medicare cost report and SMCRI cost centers less revenue and less pharmaceutical activities.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount The bad debt reported on Part III, Line 2 is the total amount of Ann & Robert H. Lurie Children's Hospital of Chicago's provision for doubtful accounts for the year ended August 31, 2024.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology The provision for financial assistance policy allows for accounts in bad debt to be approved for financial assistance if the patient meets the criteria. There are possible financial assistance accounts in bad debt, although the exact percentage is unknown.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Please note, similar to FY 2023, we do not have an AFS footnote for the bad debt calculation for FY 2024. The footnotes to Lurie Children's audited financial statements do not specifically address bad debt expense. Lurie Children's defines self-pay as bad debt when a family is not eligible for financial assistance and does not pay an outstanding account balance. Even when a patient is not eligible for financial assistance, or eligibility is unknown, Lurie Children's is sensitive to the financial health of its patients and their families and recognizes that family financial concerns may not always be shared. At times, a patient may be reluctant to complete a financial assessment to determine their eligibility for charity care. As a result, it is possible that a portion of bad debt expense could represent patients who are unable to pay and might qualify for financial assistance; however, accurate data to estimate this amount is unavailable. Lurie Children's is committed to managing collection efforts in a sensitive and respectful manner. In this regard, Lurie Children's sends a minimum of four letters/statements to the families before taking further action. Should the hospital receive no reply after multiple attempts to contact the family, the self-pay balances are sent to a collection agency for further action. With few exceptions, Lurie Children's does not credit list its patients or take court action in its attempts to collect the outstanding balances. The allowance for uncollectible accounts at the number of charges written off (net of contractuals and discounts) is presented as a separate line item on the face of the financial statements. Bad debt expense on Part III, Line 2 of Schedule H is calculated based on aging accounts receivable and applying historical bad debt percentages.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Medicare shortfall has not been treated as community benefit for FY 2024; however, it should be because this burden would fall on the government and other charities if care was not provided by Lurie Children's Hospital.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Collection policies are the same for all Lurie Children's patients. If at any point in the collection process documentation is received that indicates the patient is potentially eligible for financial assistance, but has not applied for it, the account is referred back for a financial assistance review. Through the use of pamphlets, signage, reminders on statements and web site notice, patients and families are notified of Lurie Children's financial assistance policy. On receipt of the information, Lurie Children's will determine eligibility for financial assistance and notify the patient as quickly as possible. Lurie Children's does not pursue collection of amounts from patients who are being reviewed for financial assistance eligibility or who are determined to qualify for financial assistance. In addition, all patients having difficulty paying their bills are directed to financial counselors. Lurie Children's financial counselors will work with patients to help them to apply for financial assistance, commercial insurance, or government payors such as Medicaid. After it is determined that a patient meets the qualifications for the financial assistance program, the account balance is either partially or entirely written off in accordance with Lurie Children's financial assistance policy. If there is any remaining balance, only that balance would be subject to the debt collection policy. If a patient has requested and/or filled out a financial assistance application, all debt collection activities stop until eligibility for financial assistance can be determined. Lurie Children's policy provides that once Lurie Children's has received the necessary documentation, it will not refer any accounts for collection until it can determine whether the patient is eligible for financial assistance.
Schedule H, Part V, Section B, Line 16a FAP website - LURIE CHILDREN'S: Line 16a URL: WWW.LURIECHILDRENS.ORG/EN/PATIENTS-VISITORS/BILLING-FINANCIAL-ASSISTANCE/;
Schedule H, Part V, Section B, Line 16b FAP Application website - LURIE CHILDREN'S: Line 16b URL: WWW.LURIECHILDRENS.ORG/EN/PATIENTS-VISITORS/BILLING-FINANCIAL-ASSISTANCE/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - LURIE CHILDREN'S: Line 16c URL: WWW.LURIECHILDRENS.ORG/EN/PATIENTS-VISITORS/BILLING-FINANCIAL-ASSISTANCE/;
Schedule H, Part VI, Line 2 Needs assessment While Lurie Children's conducted its formal CHNA required under Section 501(r) of the Internal Revenue Code and has established advisory committees to review the health needs of the community and develop a CHNA report, Lurie Children's has also utilized other mechanisms to assess the healthcare needs of the larger and broad community it serves in a variety of ways. Community needs are identified by the Lurie Children's Board of Directors, as well as advisory councils which are comprised of individuals from the community served, who are active members of the community and attuned to community needs. Lurie Children's has a very active Family Partnership Council which the hospital relies upon to assist in making decisions about programming and policies. Family Partnership Council members, comprised of parents of children who have had extensive inpatient and outpatient experiences at the hospital, advise administration and medical leadership on patient needs and hospital priorities from the family perspective. Family Partnership Council members contribute through participation in planning, operating and policy committees of Lurie Children's. Similarly, the Kids' Advisory Board is intended to give a voice to children who have been treated at the hospital. The Kids' Advisory Board makes recommendations on issues related to patient care from the perspective of a child, teenager and sibling of a patient. Moreover, Lurie Children's has strong relationships with other not-for-profit organizations (such as health clinics and social service agencies) and community leaders who help identify existing community needs and ways to address such needs. Lurie Children's is also a leader in pediatric research aimed at advancements in the prevention, diagnosis and treatment of diseases that affect the development of children through adolescence, as well as adult disorders that derive from them. Stanley Manne Children's Research Institute, the Medical Center's research arm, is one of a few institutions in the U.S. dedicated exclusively to pediatric research. This research aids in the identification of unmet needs faced by the community and, in particular, the children Lurie Children's is privileged to serve. In 2018, Lurie Children's Hospital launched "Voices of Child Health in Chicago" to hear directly from Chicago families about their most significant child health and wellness concerns. Voices of Child Health in Chicago partners with the Chicago Department of Public Health (CDPH) to conduct the Healthy Chicago Survey, Jr. The 2020 Healthy Chicago Survey Jr., a component of the Healthy Chicago Survey administered by CDPH in collaboration with Lurie Children's, was self-administered by web and paper from June to December 2020. The sample consisted of 4,517 adults in Chicago, 862 of whom were the parent, stepparent or guardian (referred to as "parents" in this report) of at least one child under 18 years old living in the household. The survey response rate was 38%. All analyses were conducted with statistical weighting so that they are representative of the adult population of the city of Chicago during the time period of data collection. For more results from the Healthy Chicago Survey, visit chicagohealthatlas.org. Voices of Child Health in Chicago also leads a parent panel survey. This longitudinal survey is administered to a sample of over 1500 Chicago parents from all 77 Chicago community areas by Lurie Children's and NORC at the University of Chicago via internet and telephone. Parents on the panel are surveyed three times per year on topics related to child and adolescence health and well-being, family well-being and parenting. Analyses are conducted with statistical weighting so that the results are representative of the parent population in the city of Chicago during the time period of each survey data collection. For more information about the VOCHIC parent panel survey, visit luriechildrens.org/parentpanel. Data from these surveys has led to over 30 report briefs on specific topic areas. Based upon all these varied assessments, Lurie Children's, in concert with others in the community, strives to address identified needs which it is positioned to assist with, particularly those related to the health and well-being of children and adolescents, through education, research and patient care programs, in keeping with its charitable mission as a tax-exempt entity. For specific examples of community building activities of Lurie Children's, please see response to Part VI, Line 5 below.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Lurie Children's financial assistance policy is communicated to the public and patients frequently and in many ways. New patients receive a written notice informing them about Lurie Children's financial assistance policy and are requested to sign a statement at least annually confirming that they have received this policy. Signs are posted at all areas of registration, lobbies, reception, clinical areas, waiting rooms and the emergency department directing patients who have need of financial assistance to contact our financial counselors. Pamphlets, distributed through the hospital and other facilities, titled "Billing/Financial Assistance and Understanding your Bill" provide information about the bills that the patients can expect to receive and direct patients who may need financial assistance to contact our financial counselors. In addition, a link is shown on Lurie Children's website entitled "Billing & Financial Assistance", which connects to the hospital's application form and instructions. Availability of financial assistance is also noted on the front and back of the first page of the patient billing statement. Lurie Children's has financial counselors who are trained to assist and advise patients as to the availability of a variety of social services and resources, including state Medicaid, All Kids (another state insurance program available to children from families whose income exceeds the thresholds for Medicaid eligibility) and the hospital's charitable assistance program. The hospital's staff actively assists inpatients and outpatient surgery patients who are eligible for Medicaid in applying for and obtaining these benefits. In the ambulatory clinic setting, applications for All Kids are provided to patients. Where individuals are not eligible for such programs and there is need for financial assistance, Lurie Children's financial counselors assist patients and families in applying for charitable assistance available from the hospital. A patient may qualify for financial assistance at any time, including after applicable insurance limits may have been exhausted.
Schedule H, Part VI, Line 4 Community information Lurie Children's is unique in the community and the state of Illinois as it is the only freestanding pediatric hospital in the state and its tertiary services includes a level I trauma center and level IV neonatal intensive care unit, both of which are the highest designations in Illinois. In addition, for more than 70 years, Lurie Children's has served as the pediatric training site for Northwestern University Feinberg School of Medicine, training residents, medical students and fellows who will comprise the next generation of health care providers. While Lurie Children's serves patients from all over the country and many other countries, the primary community served by Lurie Children's is children from the Chicago Metropolitan area, with the primary service area defined as being the city of Chicago and Cook, DuPage, Kane, Kendall, Lake, McHenry and Will counties in Illinois. Approximately half of the patients treated by the hospital in fiscal year 2024 were Medicaid recipients. Lurie Children's is the largest provider of Medicaid pediatric services in the state of Illinois. According to the most recent U.S. census bureau data, approximately 20% of families with related children under age 18 are below the U.S. poverty level. Patient demographics include a broad representation of families and a large number of families whose primary language is not English, demonstrated by the fact that Lurie Children's spent $3.9 million in translation services in FY2024. Interpreters assisted communication between families and providers and clinicians to support equal access to all limited English proficient families. The interpreting modalities utilized were staff interpreters, phone interpretation (over 200 languages on demand) available via any hospital phone, video/voice interpretation available throughout the organization on designated devices, as well as contracted interpreters for complex and critical communication.
Schedule H, Part VI, Line 5 Promotion of community health Lurie Children's invests significant resources each year to build and promote the general health of the community it serves. Lurie Children's engages in a broad spectrum of activities in furtherance of its mission to provide healthcare, research, teaching and advocacy for the promotion of child and adolescent well-being. Lurie Children's is a leader in providing necessary healthcare services as well as education and advocacy about important issues affecting children and adolescents. Lurie Children's is a leader in pediatric research, including clinical research aimed at promoting the health and well-being of children and adolescents in the community. Lurie Children's partners with many community programs intended to provide access to health-related services, health education, obesity prevention, violence prevention, injury prevention, substance use prevention and advocacy for important initiatives to improve children and adolescent health. Lurie Children's also spends significant resources toward graduate medical education, providing specialized training in pediatric specialty medicine, including specialty areas where there are severe shortages of clinicians and few graduates each year. The following are examples of some of Lurie Children's community health initiatives beyond those addressed in the community health needs assessment implementation plan reviewed above: *Lurie Children's operates a primary care clinic in Chicago's Uptown neighborhood, providing needed primary care services, including check-ups, back-to-school and sports physicals, immunizations, vision and hearing screening and sick-child care by pediatric staff residents, supervised by attending physicians. *Lurie Children's also has established collaborations with community resources and agencies, including Chicago Public Schools, for various programs for assisting children with cochlear implants in re-entering school and supporting children with epilepsy who attend Chicago Public Schools and suburban schools. *The hospital devotes significant resources to family support services which include social work, pastoral care, parent education and other family amenities to address emotional, social and spiritual needs of hospitalized children and their families. Other information: Lurie Children's mission is to provide pediatric health care, research, teaching and advocacy for issues related to children. Lurie Children's governing board and various advisory boards (Family Advisory Board, Kids' Advisory Board and Community Advisory Boards) comprise volunteers from the community who have knowledge of the community and a broad range of expertise. The hospital provides more pediatric patient care than any other hospital in Illinois in nearly every pediatric and surgical specialty. Lurie Children's operates a 24-hour, 7 day-per-week pediatric emergency room, including a level I trauma center and level IV neonatal intensive care unit that receives referrals from over 45 hospitals across the region. The hospital is the largest provider of Medicaid services to Illinois children. The hospital's pediatric physician specialists provide more services to children insured by the state of Illinois' insurance program than any other provider. In FY24, Lurie Children's served more than 256,000 individual patients from the state of Illinois and elsewhere in 70 pediatric specialties offered by the hospital. In keeping with its tax-exempt purposes, surplus funds of the hospital are utilized to improve the quality of patient care, expand or improve its facilities and advance medical training, education and research programs. In FY 2012, Lurie Children's completed construction of a new, modern hospital facility located on the campus of Northwestern University Feinberg School of Medicine, designed to provide the highest quality medical care, better serve patients and families and enhance the ability to recruit high quality physician faculty to provide clinical services, conduct research and train residents and fellows. Among the key design features aimed at improving the care and privacy of pediatric patients is private patient rooms. Further, the Kids' Advisory Board and Family Advisory Board were actively involved in making suggestions about the design of the new hospital from the perspective of patients and families and the new hospital reflects many of their insightful recommendations. Lurie Children's also increases access to its services by operating numerous outpatient specialty clinics in various locations throughout the Chicago Metropolitan Area, convenient for patients and families to access the scarce, pediatric specialty and subspecialty services that would not otherwise be immediately available. Lurie Children's also provides physician and advanced practice provider coverage through neonatologists, pediatric intensivists, pediatric hospitalists and pediatric emergency medicine physicians and neonatal nurse practitioners/advanced practice nurses at other hospitals located in Chicago as well as the suburban areas. Lurie Children's provided these services to Northwestern Medicine Prentice Women's Hospital, Northwestern Medicine Central DuPage Hospital, Northwestern Medicine Delnor Hospital, Northwestern Medicine Huntley Hospital, Northwestern Medicine Lake Forest Hospital, Northwestern Medicine Palos Hospital, Shirley Ryan AbilityLab, Rush University Medical Center, Silver Cross Hospital, Franciscan Health Crown Point and La Rabida Children's Hospital, a specialty children's hospital in Chicago serving children with chronic medical conditions. These specialized services would not otherwise be readily available. Lurie Children's is involved with numerous partnerships with community organizations and leaders to promote the health and well-being of the children it serves. Lurie Children's also serves as a major academic tertiary care medical center and serves as the primary pediatric practice site for Northwestern University Feinberg School of Medicine (NUFSM) and provides the clinical training for NUFSM's resident physicians, fellows and medical students in pediatric specialties and subspecialties. Each year, the Lurie Children's department of pediatrics trains over 200 physicians. Almost half are pediatric residents, and the remainder are fellows in various pediatric sub-specialties including cardiology, hematology/oncology and neonatology. In addition, the Lurie Children's department of surgery provides formal resident education to NUFSM in each of its ten divisions and trains rotating residents from various other medical schools. Among the training opportunities for residents, supervised by attending physicians, is to provide primary care at the Uptown clinic in Chicago, where primary care pediatric services are provided. These primary services would not otherwise be available to the patients treated at the site. In addition to training medical students, residents and fellows of NUFSM and other institutions, Lurie Children's offers clinical experiences in pediatrics to nursing students and students in other allied health fields. Students in clinical placements must be candidates for a degree in their particular field of study. Lurie Children's is affiliated with approximately 20 nursing training programs. The hospital has an open medical staff, comprising pediatricians and pediatric specialists whose practice is based at Lurie Children's as well as community-based pediatricians.
Schedule H, Part VI, Line 6 Affiliated health care system Lurie Children's employs, through affiliated faculty practice plans entities, pediatric specialists and sub-specialists who provide patient care at locations in Chicago and the surrounding communities. In accordance with the mission of Lurie Children's, these physician groups provide more services to Medicaid patients than any other physician providers in Illinois. In addition, Lurie Children's, through its affiliate, Stanley Manne Children's Research Institute, performs research aimed at advancements in the prevention, diagnosis and treatment of diseases that affect the development of children through adolescence as well as adult disorders that derive from them. Stanley Manne Children's Research Institute, one of a few institutions in the U.S. dedicated exclusively to pediatric research, operates, in part, in a multiple-story, 125,000 square foot state-of-the-art laboratory and research administration facility as well as in the hospital and the campus of Northwestern University. Stanley Manne Children's Research Institute's research encompasses basic research studies as well as those with potential clinical applications. Ann & Robert H. Lurie Children's Hospital of Chicago Foundation ("Lurie Children's Foundation"), another affiliate of Lurie Children's, is responsible for fundraising for the hospital and its affiliated tax-exempt organizations. These philanthropic dollars support the programs in furtherance of the hospital's mission and benefiting the community served. See the tax information return of Lurie Children's Foundation, EIN 36-3357006 for additional information. In connection with its relationship with Northwestern University Feinberg School of Medicine (NUFSM), Lurie Children's is a member institution of the McGaw Medical Center of Northwestern University (McGaw). McGaw is an Illinois not-for-profit corporation, exempt from federal income taxation pursuant to Section 501(c)(3) of the Internal Revenue Code. McGaw is a charitable and educational consortium of four independent hospitals and NUFSM. The goal of McGaw is to facilitate education and coordinate NUFSM medical residency and fellowship programs among the member institutions: Lurie Children's, Northwestern Memorial Hospital, NUFSM and the Shirley Ryan AbilityLab. McGaw manages the training of hundreds of resident-level trainees and trainees at the fellow level. Of those, Lurie Children's is the primary teaching site for approximately 100 pediatric residents and 100 pediatric subspecialty fellows. In addition, trainees from the adult programs of McGaw rotate to Lurie Children's for varying lengths of time to fulfill the pediatric component of their training programs.
Schedule H, Part VI, Line 7 State filing of community benefit report IL
Schedule H (Form 990) 2023
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
2023
Open to Public
Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number
36-2170833
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) Stanley Manne Children's Research Inst
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3357005 501 (C) (3) 14,111,763       Mission Support
(2) Pediatric Faculty Foundation Inc
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3279680 501 (C) (3) 56,161,772       Mission Support
(3) Lurie Children's Medical Group LLC
211 E CHICAGO AVE
CHICAGO,IL606112991
36-4187449 501 (C) (3) 7,291,067       Mission Support
(4) Almost Home Kids
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3822010 501 (C) (3) 3,611,931       Mission Support
(5) Childrens Hospital of Chicago Med Ctr
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3357004 501 (C) (3) 2,114,421       Mission Support
(6) Lurie Children's Health Services LLC
211 E CHICAGO AVE
CHICAGO,IL606112991
36-2503474 501 (C) (3) 3,447,305       Mission Support
(7) Lurie Children's Primary Care LLC
211 E CHICAGO AVE
CHICAGO,IL606112991
32-0476042 501 (C) (3) 5,622,930       Mission Support
(8) Lurie Childrens Pediatric Anesthesia Asc
211 E CHICAGO AVE
CHICAGO,IL606112991
37-1838535 501 (C) (3) 8,186,602       Mission Support
(9) Lurie Children's Surgical Foundation Inc
211 E CHICAGO AVE
CHICAGO,IL606112991
83-1650513 501 (C) (3) 27,339,350       Mission Support
(10) Stanley Manne Children's Research Inst
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3357005 501 (C) (3) 48,015,081       Released from Restriction
(11) Pediatric Faculty Foundation Inc
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3279680 501 (C) (3) 4,052,527       Released from Restriction
(12) Lurie Children's Medical Group LLC
211 E CHICAGO AVE
CHICAGO,IL606112991
36-4187449 501 (C) (3) 1,285,806       Released from Restriction
(13) Almost Home Kids
211 E CHICAGO AVE
CHICAGO,IL606112991
36-3822010 501 (C) (3) 65,557       Released from Restriction
(14) Lurie Children's Health Services LLC
211 E CHICAGO AVE
CHICAGO,IL606112991
36-2503474 501 (C) (3) 309,930       Released from Restriction
(15) Lurie Children's Pediatric Anesthesia Associates
211 E CHICAGO AVE
CHICAGO,IL606112991
37-1838535 501 (C) (3) 36,327       Released from Restriction
(16) Lurie Children's Surgical Foundation Inc
211 E CHICAGO AVE
CHICAGO,IL606112991
83-1650513 501 (C) (3) 782,348       Released from Restriction
(17) AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS,TX75231
13-5613797 501 (C) (3) 104,167       Mission Support
(18) LEADERSHIP GREATER CHICAGO INC
111 EAST WACKER DRIVE
CHICAGO,IL60601
36-3293207 501 (C) (3) 25,000       Mission Support
(19) CHILDREN'S HEART FOUNDATION
5 REVERE DR
NOTHBROOK,IL60062
36-4077528 501 (C) (3) 25,000       Mission Support
(20) THE MAGNIFICIENT MILE ASSOCIATION
625 N MICHIGAN AVE
CHICAGO,IL60611
36-2119989 501 (c) (6) 18,500       Mission Support
(21) ADMIN AWARDS LLC
2118 WALL STREET
GARLAND,TX75041
46-4701370   17,200       Mission Support
(22) RONALD MC DONALD HOUSE
1301 W 22ND STREET
OAK BROOK,IL60523
36-2934689 501 (C) (3) 15,000       Mission Support
(23) THE CIVIC FEDERATION
10 N DEARBORN STREET
CHICAGO,IL60602
36-2170124 501 (C) (3) 7,000       Mission Support
(24) CITIZENS UNITED FOR RESEARCH IN EPILEPSY
420 N WABASH
CHICAGO,IL60611
36-4253176 501 (C) (3) 6,000       Mission Support
(25) YWCA OF METROPOLITAN CHICAGO
1 N LASALLE STREET
CHICAGO,IL60602
36-2179765 501 (C) (3) 5,000       Mission Support
(26) CHICAGO YOUTH PROGRAMS INC
5350 S PRAIRIE AVE
CHICAGO,IL60615
36-3635676 501 (C) (3) 5,000       Mission Support
(27) AUSTIN COMING TOGETHER
5049 W HARRISON
CHICAGO,IL60644
45-0920919 501 (C) (3) 5,000       Mission Support
(28) CHICAGO DEFENDER CHARITIES INC
3509 S KIND DR SUITE 203
CHICAGO,IL60653
36-2553933 501 (C) (3) 5,000       Mission Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
19
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) 2023

Schedule I (Form 990) 2023
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. THE ORGANIZATION REVIEWS ALL GRANT FUNDS ON A MONTHLY BASIS. FINANCIAL REPORTS ARE GENERATED MONTHLY AND DISTRIBUTED ELECTRONICALLY TO ALL FUND DIRECTORS AND THE RESEARCH BUSINESS OFFICE (RBO) FOR REVIEW. EXPENDITURES ARE REVIEWED FOR APPROPRIATENESS AND AGAINST BUDGETARY GUIDELINES BY THE FINANCE OFFICE (FUND ACCOUNTING). RBO AND FUND ACCOUNTING WORK WITH THE INVESTIGATORS TO MONITOR THEIR ACTIVITY AND MAKE SURE THEY ARE IN COMPLIANCE WITH THE TERMS OF THE AWARD.
Schedule I (Form 990) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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
 
 
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) 2023

Schedule J (Form 990) 2023
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
1Thomas P Shanley MD
Ex-Officio Director/President & CEO LCH
(i)

(ii)
1,161,265
-------------
0
573,513
-------------
0
166,431
-------------
0
596,393
-------------
0
35,279
-------------
0
2,532,881
-------------
0
0
-------------
0
2Earl Cheng MD
Director
(i)

(ii)
0
-------------
818,925
0
-------------
0
0
-------------
792
0
-------------
43,500
0
-------------
38,534
0
-------------
901,751
0
-------------
0
3Brenda Davis
Former Interim Chief Financial Officer Through 2/6/23
(i)

(ii)
305,869
-------------
0
62,909
-------------
0
1,256
-------------
0
15,629
-------------
0
16,754
-------------
0
402,417
-------------
0
0
-------------
0
4Fatema Zanzi
EVP, Chief Admin & Legal Officer, Corp Sec (begin 01/09/24)
(i)

(ii)
512,206
-------------
0
213,651
-------------
0
783
-------------
0
145,228
-------------
0
3,974
-------------
0
875,842
-------------
0
0
-------------
0
5Alex P Miller
SVP, Chief Financial Officer
(i)

(ii)
480,682
-------------
0
220,304
-------------
0
504
-------------
0
16,500
-------------
0
26,808
-------------
0
744,798
-------------
0
0
-------------
0
6Michelle M Stephenson
Former EVP & Chief Operating Officer Through 8/26/22
(i)

(ii)
0
-------------
0
0
-------------
0
641,014
-------------
0
12,042
-------------
0
0
-------------
0
653,056
-------------
0
0
-------------
0
7Audrey Williams-Lee
SVP & Chief People Officer Through 2/2/24
(i)

(ii)
477,175
-------------
0
186,640
-------------
0
2,296
-------------
0
106,392
-------------
0
45,120
-------------
0
817,623
-------------
0
0
-------------
0
8Courtney A Hardy MD
VP of Perioperative Services and Chief Integration Officer
(i)

(ii)
385,855
-------------
0
99,226
-------------
0
793
-------------
0
16,500
-------------
0
14,233
-------------
0
516,607
-------------
0
0
-------------
0
9Kendra Allaband
SVP, Chief People Officer (Interim 2/3/24-4/23/24, Permanent 4/24/24)
(i)

(ii)
361,895
-------------
0
78,411
-------------
0
743
-------------
0
16,500
-------------
0
6,974
-------------
0
464,523
-------------
0
0
-------------
0
10Lisa M Dykstra
SVP & Chief Information Officer Through 8/31/24
(i)

(ii)
410,229
-------------
0
145,271
-------------
0
103,349
-------------
0
149,822
-------------
0
3,454
-------------
0
812,125
-------------
0
0
-------------
0
11Santhanam Suresh MD
SVP & Chief of Provider Integration Through 1/20/24
(i)

(ii)
635,407
-------------
0
140,000
-------------
0
159,754
-------------
0
171,898
-------------
0
34,897
-------------
0
1,141,956
-------------
0
0
-------------
0
12Brenda Paulsen
Chief Operating Officer (SMCRI)
(i)

(ii)
436,481
-------------
0
146,303
-------------
0
1,806
-------------
0
16,500
-------------
0
14,499
-------------
0
615,589
-------------
0
0
-------------
0
13Brian M Stahulak
DNP, RN, SVP, Chief Clinical Officer & Chief Nursing Officer (Begin 01/09/24)
(i)

(ii)
394,699
-------------
0
226,317
-------------
0
596
-------------
0
21,947
-------------
0
41,357
-------------
0
684,916
-------------
0
0
-------------
0
14Douglas Grant Stirling PhD
President & Chief Development Officer (Fdn)
(i)

(ii)
545,173
-------------
0
274,741
-------------
0
165,424
-------------
0
217,154
-------------
0
36,711
-------------
0
1,239,203
-------------
0
0
-------------
0
15Phuong Elhadary
VP Clinical Services
(i)

(ii)
306,675
-------------
0
158,626
-------------
0
490
-------------
0
16,085
-------------
0
33,899
-------------
0
515,775
-------------
0
0
-------------
0
16Susan H Gordon
SVP and Chief External Affairs Officer
(i)

(ii)
383,008
-------------
0
127,657
-------------
0
216,068
-------------
0
30,489
-------------
0
7,492
-------------
0
764,714
-------------
0
213,415
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 Health or social club dues or initiation fees THOMAS P. SHANLEY BELONGS TO A SOCIAL CLUB FOR BUSINESS PURPOSES. THE CLUB IS USED TO ENTERTAIN DONORS AND PROVIDE SPACE FOR FUNDRAISING AND EMPLOYEE EVENTS. ANY PERSONAL USE IS REIMBURSED BY THE INDIVIDUAL.
Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING INDIVIDUAL RECEIVED A PAYMENT DURING THE CALENDAR YEAR PURSUANT TO A CONFIDENTIAL AGREEMENT. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B(III). MICHELLE STEPHENSON
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO ("LURIE CHILDREN'S") MAINTAINS A DEFINED BENEFIT SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("DB SERP"), WHICH WAS EFFECTIVE ON JANUARY 1, 2001, AND IS CLOSED TO NEW PARTICIPANTS. THE DB SERP IS A DEFERRED COMPENSATION PLAN THAT ASSISTS IN PROVIDING COMPETITIVE TOTAL RETIREMENT BENEFITS TO A VERY LIMITED GROUP OF EXECUTIVE-LEVEL EMPLOYEES OF "LURIE CHILDREN'S" (INCLUDING ONE OR MORE PERSONS LISTED IN THIS FORM 990). THESE BENEFITS ARE PROVIDED IN EXCHANGE FOR ALL OF THE EMPLOYEE'S YEARS OF SERVICE TO THE ORGANIZATION, AND THE COST OF THE BENEFITS WILL VARY FROM YEAR TO YEAR BASED ON INTEREST RATES, AGE, AND OTHER FACTORS. THE AMOUNTS ARE AT RISK AND WILL NOT BE PAID UNLESS AND UNTIL THE EMPLOYEE HAS PROVIDED SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. BENEFITS UNDER THE DB SERP VEST AT AGE 62, AND ARE FORFEITED IF THE EMPLOYEE LEAVES THE ORGANIZATION VOLUNTARILY BEFORE AGE 62 (EXCEPT UNDER THE SOLE DISCRETION OF THE LURIE CHILDREN'S BOARD, AND ONLY IF THE PARTICIPANT HAS REACHED AT LEAST AGE 55 WITH AT LEAST 10 YEARS OF SERVICE). PARTICIPANTS WHO VOLUNTARILY LEAVE THE ORGANIZATION BEFORE AGE 55 FORFEIT THEIR ENTIRE DB SERP BENEFIT UPON TERMINATION. THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE DB SERP AND RECEIVED A VESTED PAYMENT (EARNED OVER MANY YEARS OF EMPLOYMENT) DURING 2023 WHICH IS REPORTED IN COLUMN B (III): SUSAN H. GORDON $213,415 NOTE THE AMOUNT REPORTED IN COLUMN (F) FOR EACH SERP PAYMENT SHOWN ABOVE. THE COLUMN (F) AMOUNT SHOWS THE PORTION OF THE SERP PAYMENT THAT WAS ALREADY REPORTED ON PREVIOUS 990S WHEN FIRST EARNED. THE COLUMN (F) AMOUNT IS ALSO REFLECTED WITHIN THE TOTAL AMOUNT IN COLUMN (B)(III). LURIE CHILDREN'S ALSO MAINTAINS A DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("DC SERP"), WHICH WAS ESTABLISHED ON JANUARY 1, 2017 AND IS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EMPLOYEES IN EXECUTIVE POSITIONS, WHO ARE NOT PARTICIPANTS IN THE DB SERP. THE BENEFITS IN THE DC SERP ARE IN THE FORM OF A FIXED ANNUAL CONTRIBUTION RATE AND AN EARNINGS CREDIT. EACH YEAR'S CONTRIBUTION AND EARNINGS ARE AT RISK AND WILL BECOME FULLY VESTED AND TAXABLE ONLY AFTER FIVE YEARS OF FUTURE EMPLOYMENT SERVICE, OR UPON REACHING AGE 62 WITH AT LEAST THREE YEARS OF SERVICE. SEVERAL LISTED PERSONS IN THIS FORM 990 PARTICIPATE IN THE DC SERP, AND THE UNVESTED CONTRIBUTIONS MADE FOR THEM ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE DC SERP AND RECEIVED A VESTED PAYMENT DURING 2023 WHICH IS REPORTED IN COLUMN B (III): DOUGLAS GRANT STIRLING, PHD $157,868 LISA M. DYKSTRA $102,278 SANTHANAM SURESH, MD $155,398 THOMAS P. SHANLEY, MD $162,149 CEO DEFERRED COMPENSATION LISTED INDIVIDUAL THOMAS SHANLEY MD IS THE SOLE PARTICIPANT IN AN ADDITIONAL SUPPLEMENTAL RETIREMENT BENEFIT ARRANGEMENT THAT BEGAN IN 2021. HE IS ELIGIBLE TO EARN A BENEFIT THAT WILL NOT BECOME VESTED FOR SEVERAL YEARS. A PRORATED PORTION OF THE BENEFIT (REPRESENTING THE PORTION EARNED IN 2023) IS REPORTED IN COLUMN (C) AS UNVESTED DEFERRED COMPENSATION, AND WILL BE REPORTED AGAIN AS COMPENSATION IF AND WHEN THE FULL BENEFIT BECOMES VESTED AND IS SUBJECT TO TAX. THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER BOARD OF DIRECTORS, WHOSE DILIGENT REVIEW AND APPROVAL PROCESS IS DESCRIBED ELSEWHERE IN THESE NARRATIVES, HAS REVIEWED AND APPROVED DR. SHANLEY'S TOTAL COMPENSATION IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL TAX LAW INTERMEDIATE SANCTIONS RULES, AND AS PART OF THIS REVIEW PROCESS TOOK INTO ACCOUNT THE BENEFIT BEING EARNED UNDER THIS ADDITIONAL ARRANGEMENT.
Schedule J, Part I, Line 7 Non-fixed payments THE ORGANIZATION PROVIDES ANNUAL INCENTIVE COMPENSATION TO SENIOR MANAGEMENT UNDER A SENIOR MANAGEMENT INCENTIVE COMPENSATION PLAN. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (II). THE PLAN IS DESIGNED TO OFFER OPPORTUNITIES FOR ADDITIONAL COMPENSATION TIED TO PERFORMANCE AGAINST PRE-DETERMINED FINANCIAL, PATIENT SATISFACTION, PATIENT SAFETY AND INDIVIDUAL GOALS APPROVED IN ADVANCE BY THE COMPENSATION COMMITTEE OF CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER (MEDICAL CENTER) BOARD OF DIRECTORS, WHICH SERVES AS THE COMPENSATION COMMITTEE OF THE MEDICAL CENTER AND ITS CORPORATE AFFILIATES, INCLUDING LURIE CHILDREN'S.
Schedule J, Part II RELATED COMPENSATION THE FOLLOWING INDIVIDUAL IS NOT COMPENSATED BY THE REPORTING ORGANIZATION FOR HIS OR HER SERVICE AS A DIRECTOR OR OFFICER. RATHER, THE COMPENSATION REPORTED ON FORM 990, PART VII AND ON SCHEDULE J, PART II REFLECTS COMPENSATION PAID BY LURIE CHILDREN'S SURGICAL FOUNDATION, INC. FOR THE INDIVIDUAL'S SUBSTANTIAL AND FULL-TIME SERVICES AS AN EMPLOYEE. FOR MORE DETAILS, PLEASE REFER TO THE 2023 FORM 990 OF LURIE CHILDREN'S SURGICAL FOUNDATION, INC., FEIN 83-1650513. EARL CHENG, MD
Schedule J (Form 990) 2023

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

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number
36-2170833
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
 
86-1091967 45204ETW8 05-31-2017 148,895,591     X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 148,895,591      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 1,614,309      
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 147,281,282      
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2018
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            
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              
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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              
c Are there any research agreements that may result in private business use of bond-financed property? ............. 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? X              
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 ....        
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 .........        
6 Total of lines 4 and 5 ............. 0 %      
7 Does the bond issue meet the private security or payment test? ...   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            
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              
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            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......                
b Exception to rebate? ........                
c No rebate due? ......... 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            
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
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            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... 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              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ILLINOIS FINANCE AUTHORITY ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2017 THE PROCEEDS OF THE SERIES 2017 BONDS WERE USED TO DEFEASE A PORTION OF THE $168,000,000 ORIGINAL PRINCIPAL AMOUNT ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2008B (THE CHILDREN'S MEMORIAL HOSPITAL) IN AN AGGREGATE PRINCIPAL AMOUNT OF $148,900,000 AND PAY CERTAIN EXPENSES INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2017 BONDS AND THE DEFEASANCE OF THE REFUNDED BONDS.
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
Return Reference Explanation
Form 990, Part I, Line 1 ORGANIZATION'S MISSION ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO, A PEDIATRIC ACADEMIC MEDICAL CENTER, IS A TRANSFORMATIVE LEADER IN PEDIATRIC CARE, INNOVATION AND RESEARCH, ADVOCACY FOR THE HEALTH AND WELL-BEING OF CHILDREN AND ADOLESCENTS, AND EDUCATION OF PHYSICIANS AND OTHER MEDICAL PROFESSIONALS.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO ("LURIE CHILDREN'S") IN CHICAGO, ILLINOIS OWNS AND OPERATES THE ONLY FULL-SERVICE, INDEPENDENT, SELF-GOVERNING PEDIATRIC HOSPITAL IN ILLINOIS. THIS NOT-FOR-PROFIT, TERTIARY CARE HOSPITAL, FOUNDED IN 1882, PROVIDES PATIENT CARE 24 HOURS-PER-DAY, 7 DAYS-PER-WEEK. LURIE CHILDREN'S HAS 364 LICENSED BEDS AND PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT CARE AND RELATED ANCILLARY SERVICES. LURIE CHILDREN'S PROVIDES MORE CARE THAN ANY OTHER HOSPITAL PROVIDER IN ILLINOIS IN NEARLY EVERY PEDIATRIC MEDICAL AND SURGICAL SPECIALTY. AS A MAJOR ACADEMIC TERTIARY CARE MEDICAL CENTER, LURIE CHILDREN'S HAS SERVED PATIENTS FROM ALL 50 STATES AND MORE THAN 40 COUNTRIES. LURIE CHILDREN'S IS A DESIGNATED LEVEL I PEDIATRIC TRAUMA CENTER FOR THE CITY OF CHICAGO, WITH A LEVEL IV NEONATAL INTENSIVE CARE UNIT ("NICU") THAT SERVES AS A REGIONAL REFERRAL CENTER IN THE STATE OF ILLINOIS PERINATAL NETWORK. LURIE CHILDREN'S ABILITY TO TREAT THE MOST CRITICALLY ILL INFANTS IN ITS NICU IS DEMONSTRATED BY STATISTICS THAT SHOW OVER HALF OF ALL TRANSPORTS INTO ITS NICU WERE FROM LEVEL III NURSERIES IN ILLINOIS. IN 2024 U.S. NEWS & WORLD REPORT RANKINGS, LURIE CHILDREN'S RANKED IN THE TOP HOSPITALS ACROSS THE NATION AND RANKED IN 11 FEATURED SPECIALTIES, INCLUDING FOR NEUROLOGY & NEUROSURGERY (7TH), NEONATOLOGY (10TH), AND NEPHROLOGY (11TH). IN 2016, LURIE CHILDREN'S WAS NAMED A LEVEL I PEDIATRIC SURGERY CENTER BY THE AMERICAN COLLEGE OF SURGEONS (ACS), AND REMAINS THE ONLY CHILDREN'S HOSPITAL IN ILLINOIS TO EARN THIS STATUS. LEVEL I VERIFICATION - THE HIGHEST OF THREE - IS AWARDED BY A MULTI-ORGANIZATIONAL TASKFORCE LED BY THE ACS, THE BODY RESPONSIBLE FOR SETTING THE NATION'S STANDARDS FOR QUALITY OF SURGICAL CARE, PRACTICE AND TRAINING. IN FY 2024, LURIE CHILDREN'S SERVED MORE THAN 256,000 CHILDREN AND ADOLESCENTS WHO CAME FROM ALL OVER THE STATE OF ILLINOIS AND BEYOND TO ACCESS THE MORE THAN 70 SPECIALTIES OFFERED BY LURIE CHILDREN'S. LURIE CHILDREN'S IS THE LARGEST PROVIDER OF MEDICAID SERVICES TO ILLINOIS CHILDREN. LURIE CHILDREN'S PEDIATRIC-SPECIALIST PHYSICIANS PROVIDE MORE SPECIALTY CARE TO CHILDREN INSURED BY THE STATE OF ILLINOIS' ALL KIDS (MEDICAID) PROGRAM THAN ANY OTHER SPECIALTY CARE PROVIDER. MORE THAN HALF OF THE HOSPITAL INPATIENT SERVICES ARE PROVIDED TO CHILDREN INSURED BY MEDICAID. LURIE CHILDREN'S MAINTAINS A FINANCIAL ASSISTANCE POLICY UNDER WHICH IT PROVIDES HEALTHCARE SERVICES FREE OF CHARGE OR AT A GREATLY REDUCED RATE TO CHILDREN WHOSE FAMILIES ARE UNABLE TO PAY FOR THE CHARGES ASSOCIATED WITH THEIR MEDICAL CARE. FOR FY 2024, THE TOTAL UNREIMBURSED CARE AND COMMUNITY BENEFIT (AS REPORTED IN THE FY 2024 AUDIT OF LURIE CHILDREN'S AND ITS AFFILIATES) PROVIDED BY LURIE CHILDREN'S AND ITS AFFILIATES WAS APPROXIMATELY $260.8 MILLION. THIS AMOUNT INCLUDES $182.6 MILLION IN COSTS ASSOCIATED WITH UNREIMBURSED SERVICES AND FINANCIAL ASSISTANCE PROVIDED BY LURIE CHILDREN'S AND ITS AFFILIATED PHYSICIAN GROUPS, AS WELL AS $120.1 MILLION FOR OTHER COMMUNITY BENEFITS INCLUDING, BUT NOT LIMITED TO, RESIDENT AND FELLOW EXPENSES, RESEARCH FUNDING, OPERATION OF A COMMUNITY CLINIC SUPPORT AND MOBILE HEALTH UNIT, CHILD ADVOCACY PROGRAMS, AND THE PROVISION OF LANGUAGE ASSISTANCE, PASTORAL CARE, SOCIAL WORK, ART AND MUSIC THERAPIES, HOSPITAL VOLUNTEER SERVICES, TRANSPLANT FAMILY HOUSING AND OTHER FAMILY SUPPORT SERVICES. LURIE CHILDREN'S UNDERTAKES A BROAD RANGE OF SERVICES AND ACTIVITIES IN ADDITION TO PATIENT CARE THAT SUPPORT ITS CHARITABLE MISSION. LURIE CHILDREN'S FUNCTIONS AS A TEACHING AND RESEARCH INSTITUTION WHOSE EFFORTS HAVE CONTRIBUTED CONSIDERABLY TO IMPROVEMENTS IN THE QUALITY OF LIFE AND HEALTHCARE FOR CHILDREN. LURIE CHILDREN'S SUPPORTS COMMUNITY MEDICAL NEEDS THROUGH A VARIETY OF OUTREACH PROGRAMS AND EDUCATIONAL PROGRAMS. IN DECEMBER 2001, LURIE CHILDREN'S BECAME THE FIRST PEDIATRIC HOSPITAL IN THE NATION AND THE FIRST HOSPITAL IN ILLINOIS TO RECEIVE THE MAGNET AWARD FROM THE AMERICAN NURSES CREDENTIALING CENTER. LURIE CHILDREN'S WAS AWARDED THIS DESIGNATION AGAIN IN 2005, 2010, 2015 AND 2020. TODAY, WHILE THE STATUS IS THE MOST SOUGHT-AFTER NATION-WIDE HONOR IN HOSPITAL NURSING, LESS THAN 1% OF HOSPITALS HAVE ACHIEVED THE ACCOMPLISHMENT OF MAINTAINING THE DESIGNATION FIVE TIMES. LURIE CHILDREN'S IS ONE OF THE MAJOR PEDIATRIC TEACHING HOSPITALS IN THE U.S., SERVING AS THE PEDIATRIC TEACHING FACILITY AND THE PRIMARY PEDIATRIC PRACTICE SITE OF NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE ("NUFSM") FOR RESIDENT PHYSICIANS, FELLOWS AND MEDICAL STUDENTS IN PEDIATRIC SPECIALTIES AND SUB-SPECIALTIES. THIS PROGRAM IS CONSISTENTLY ONE OF THE MOST SOUGHT AFTER IN THE COUNTRY. MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY ("MCGAW") MANAGES THE TRAINING OF HUNDREDS OF RESIDENT-LEVEL TRAINEES AND TRAINEES AT THE FELLOW LEVEL. OF THOSE, LURIE CHILDREN'S IS THE PRIMARY TEACHING SITE FOR APPROXIMATELY 100 PEDIATRIC RESIDENTS AND OVER 100 PEDIATRIC SUBSPECIALTY FELLOWS. IN ADDITION, TRAINEES FROM THE ADULT PROGRAMS OF MCGAW ROTATE TO LURIE CHILDREN'S FOR VARYING LENGTHS OF TIME TO FULFILL THE PEDIATRIC COMPONENT OF THEIR TRAINING PROGRAM. LURIE CHILDREN'S ROLE AS A REGIONAL REFERRAL CENTER FOR A VARIETY OF PEDIATRIC DISEASES AND ILLNESSES HAS CREATED MANY RESEARCH OPPORTUNITIES TO STUDY AND TREAT THEM. LURIE CHILDREN'S RESEARCH ARM, STANLEY MANNE CHILDREN'S RESEARCH INSTITUTE ("MANNE RESEARCH INSTITUTE"), IS ONE OF THE NATION'S FEW CENTERS DEDICATED SOLELY TO PEDIATRIC RESEARCH. SEE THE TAX INFORMATION RETURN OF LURIE CHILDREN'S AFFILIATE, MANNE RESEARCH INSTITUTE (36-3357005). IMPROVING THE HEALTH AND WELLBEING OF CHILDREN, YOUTH AND THEIR FAMILIES WHERE THEY LIVE, LEARN AND PLAY IS CORE TO LURIE CHILDREN'S MISSION. FOR DECADES, LURIE CHILDREN'S EXPERTS HAVE PARTNERED CLOSELY WITH COMMUNITY-BASED ORGANIZATIONS, PEDIATRIC PROVIDERS AND LOCAL AND CITY LEADERS, LINKING CLINICAL WORK WITH GRASSROOTS EXPERTISE TO DEVELOP EVIDENCE-INFORMED INITIATIVES THAT HELP COMMUNITIES THRIVE. BUILDING ON THESE EFFORTS, THE PATRICK M. MAGOON INSTITUTE FOR HEALTHY COMMUNITIES WITHIN LURIE CHILDREN'S WAS ESTABLISHED IN 2020 TO FURTHER ELEVATE OUR COMMUNITY HEALTH INITIATIVES. THE MAGOON INSTITUTE FOR HEALTHY COMMUNITIES IS THE HUB FOR THE HOSPITAL'S COMMUNITY-FOCUSED EFFORTS TO IMPROVE HEALTH OUTCOMES. LURIE CHILDREN'S COMMUNITY HEALTH STRATEGY IS INFORMED BY OUR COMMUNITY HEALTH NEEDS ASSESSMENT, WHICH IS CONDUCTED EVERY THREE YEARS IN COLLABORATION WITH THE ALLIANCE FOR HEALTH EQUITY, A PARTNERSHIP OF 30+ HOSPITALS, SEVEN LOCAL HEALTH DEPARTMENTS AND 100+ COMMUNITY-BASED ORGANIZATIONS WORKING TOGETHER TO IDENTIFY HEALTH PRIORITIES AT THE COUNTY AND CITY LEVEL. IN LINE WITH ITS MISSION TO IMPROVE ACCESS TO HEALTHCARE, LURIE CHILDREN'S RECENTLY LAUNCHED THE ALL HANDS HEALTH NETWORK (AHHN), A MODEL OF INTEGRATED CARE DESIGNED TO SERVE CHILDREN IN BELMONT CRAGIN AND AUSTIN (60639 AND 60651, RESPECTIVELY) NEIGHBORHOODS IN CHICAGO. AHHN IS EXPECTED TO SERVE 42,000 CHILDREN ON MEDICAID LIVING IN CHICAGO'S ECONOMICALLY DISADVANTAGED COMMUNITIES. SUPPORTED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES OF THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, LURIE CHILDREN'S AIMS TO EXPAND CHILDREN'S ACCESS TO QUALITY PRIMARY CARE, SPECIALTY CARE, AND BEHAVIORAL HEALTH SERVICES THROUGH AHHN. AHHN RECEIVES REFERRALS FROM LURIE CHILDREN'S EMERGENCY DEPARTMENT AND COLLABORATES WITH LURIE CHILDREN'S PROVIDERS AND CARE MANAGERS TO ENHANCE ACCESS TO SERVICES. IN CLOSE PARTNERSHIP WITH STONE COMMUNITY DEVELOPMENT CORPORATION (STONE CDC), LURIE CHILDREN'S IS DEVELOPING THE AUSTIN HOPE CENTER, A SPACE FOR YOUTH AND FAMILIES TO SEEK CLINICAL CARE AND COMMUNITY-BASED SERVICES IN CHICAGO'S AUSTIN NEIGHBORHOOD. THE FACILITY WILL PROVIDE HIGH-QUALITY PEDIATRIC SPECIALTY PHYSICAL AND BEHAVIORAL HEALTHCARE SERVICES; COMMUNITY-RESPONSIVE HEALTH EDUCATION AND TRAINING; GATHERING SPACE FOR YOUTH DEVELOPMENT AND OTHER COMMUNITY ORGANIZATIONS; AND OUTDOOR SPACE FOR PROGRAMMING AND RESPITE. CLINICAL SERVICES TO BE PROVIDED AT THE AUSTIN HOPE CENTER INCLUDE: HIGH-QUALITY PEDIATRIC SPECIALTY CLINIC CARE, OFFERING CLINICAL SERVICES TO ADDRESS REPRODUCTIVE HEALTH, EATING DISORDERS AND SUBSTANCE USE; WELLNESS AND WEIGHT MANAGEMENT; HEMOPHILIA AND SICKLE CELL DISEASE; HIGH RISK ASTHMA; AUTISM AND DEVELOPMENT DELAYS; PREVENTATIVE AND GENERAL CARDIOLOGY; HIGH BLOOD PRESSURE; AND FATTY LIVER DISEASE. THESE SERVICES WERE CAREFULLY SELECTED BASED ON FEEDBACK FROM COMMUNITY RESIDENTS, LOCAL CLINICIANS AND HEALTHCARE PROVIDERS FROM AUSTIN.
Form 990, Part III, Line 4a PROGRAM SERVICES (CONTINUED) LURIE CHILDREN'S MOBILE HEALTH PROGRAM PROVIDES IMMUNIZATIONS, SCHOOL/SPORTS PHYSICALS, AND WELL-CHILDCARE TO STUDENTS AND YOUTH AGES 0-18 ACROSS CHICAGO. THE MOBILE HEALTH PROGRAM ALSO PARTNERS WITH INTERNAL DEPARTMENTS AT LURIE CHILDREN'S TO HELP EXPAND SPECIALTY CARE, SUCH AS ASTHMA CARE OR WEIGHT AND WELLNESS MANAGEMENT, BEYOND THE HOSPITAL'S WALLS INTO COMMUNITIES EXPERIENCING DISPROPORTIONATE RATES OF CHRONIC DISEASES. LURIE CHILDREN'S ALSO ENGAGES IN SCHOOL PARTNERSHIPS TO PROMOTE HEALTH, SAFETY AND SOCIALIZATION FOR ALL STUDENTS INCLUDING SUPPORT FOR LEARNING ACCOMMODATIONS FOR STUDENTS WITH SPECIAL HEALTH CARE NEEDS, CARE COORDINATION, SOCIAL-EMOTIONAL LEARNING, EMERGENCY PREPAREDNESS, SPORTS-RELATED INJURY MANAGEMENT, SUBSTANCE USE PREVENTION, VIOLENCE PREVENTION, INJURY PREVENTION, OBESITY REDUCTION THROUGH HEALTHY EATING AND PHYSICAL ACTIVITY, HOME VISITING SUPPORTS FOR PREGNANT AND PARENTING ADOLESCENTS AND INTERNSHIPS AND MENTORSHIP OPPORTUNITIES FOR YOUTH IN LOW OPPORTUNITY NEIGHBORHOODS. COLLABORATIONS WITH THE CHICAGO PARK DISTRICT HAVE INCLUDED PLAYGROUND SAFETY INSPECTIONS, TRAUMA-INFORMED TRAINING FOR COACHES AND STAFF, OBESITY PREVENTION EDUCATION AND POLICY DEVELOPMENT, AND SYSTEM-WIDE COACH TRAINING IN CONCUSSION AND KNEE INJURY MANAGEMENT. LURIE CHILDREN'S ALSO CONTINUES TO BE THE ILLINOIS AFFILIATE OF PROJECT ADAM, AN INITIATIVE TO PREVENT DEATHS FROM SUDDEN CARDIAC ARREST THROUGH ADVOCACY, EDUCATION, PREPAREDNESS AND COLLABORATION. THIS INITIATIVE EDUCATES STAKEHOLDERS ON BYSTANDER CPR TRAINING AND PROVIDES TECHNICAL ASSISTANCE TO LOCAL SCHOOLS ON THE PATHWAY TO BECOMING HEART SAFE SCHOOLS. IN FY24, ILLINOIS HGB 5394 PASSED, REQUIRING ALL ILLINOIS PUBLIC AND PRIVATE SCHOOLS TO HAVE CARDIAC EMERGENCY ACTION PLANS (CERPS) IN PLACE. OTHER COMMUNITY HEALTH ACTIVITIES INCLUDE A PARTNERSHIP BY LURIE CHILDREN'S HEMATOLOGISTS WITH THE AMERICAN RED CROSS BLOOD SERVICES TO LAUNCH A COOPERATIVE SICKLE CELL BLOOD DONOR PROGRAM TO INCREASE THE NUMBER OF BLOOD DONATIONS TO HELP CHILDREN WITH SICKLE CELL DISEASE WHO REQUIRE FREQUENT BLOOD TRANSFUSIONS. SINCE 2004, LURIE CHILDREN'S CENTER FOR CHILDHOOD RESILIENCE (CCR) HAS ENGAGED YOUTH-SERVING ORGANIZATIONS TO ADDRESS THE IMPACT OF TRAUMA AND PROMOTE MENTAL WELLNESS. THEY HOUSE THE ILLINOIS CHILDHOOD TRAUMA COALITION AND THE ILLINOIS CHILDREN'S MENTAL HEALTH PARTNERSHIP. CCR HAS PARTNERED WITH MULTIPLE SCHOOL DISTRICTS, INCLUDING CHICAGO PUBLIC SCHOOLS, TO IMPLEMENT TRAUMA-INFORMED AND TRAUMA-RESPONSIVE PRACTICES AND DELIVER PROVEN EVIDENCE-BASED MENTAL HEALTH SERVICES. THROUGH ITS FOOD, ACTIVITY AND NUTRITION (FAN) INITIATIVES (FORMERLY THE CONSORTIUM TO LOWER CHILDHOOD OBESITY IN CHICAGO [CLOCC]), LURIE CHILDREN'S COLLABORATES WITH KEY PARTNERS ON LOCAL, STATE-WIDE AND NATIONAL LEVELS TO HELP ENSURE THAT SUPPORTS FOR HEALTHY EATING AND BEING PHYSICALLY ACTIVE ARE ALWAYS WITHIN REACH FOR YOUTH AND THEIR FAMILIES WHERE THEY LIVE, LEARN, AND PLAY. SUPPORTED BY DECADES OF RESEARCH, FAN TAKES A SOCIAL ECOLOGICAL APPROACH TO IMPROVING ACCESS TO NUTRITION FOODS AND PHYSICAL ACTIVITY OPPORTUNITIES. WE WORK TO ADDRESS SOME OF THE KEY BARRIERS TO HEALTH AND WELLNESS BY COLLABORATING WITH LOCAL, STATE-WIDE, AND NATIONAL PARTNERS. LURIE CHILDREN'S VIOLENCE PREVENTION INITIATIVES INCLUDE STRENGTHENING CHICAGO'S YOUTH (SCY), WHICH IS CONVENED TO ADDRESS THE ISSUES OF VIOLENCE THAT IMPACT THE HEALTH AND SAFETY OF CHICAGO YOUTH. SCY'S FOCUS IS TO BUILD CAPACITY AMONG OUR VIOLENCE PREVENTION PARTNERS, 3,600+ PUBLIC AND PRIVATE STAKEHOLDERS, TO CONNECT, COLLABORATE AND MOBILIZE AROUND A PUBLIC HEALTH APPROACH TO VIOLENCE PREVENTION - ENCOURAGING PARTNERSHIPS THAT STRENGTHEN EXISTING EFFORTS AND BENEFIT THE CHILDREN OF CHICAGO. OTHER VIOLENCE PREVENTION INITIATIVES INCLUDE THE JUVENILE JUSTICE COLLABORATIVE (JJC), WHICH HELPS YOUNG PEOPLE WHO ARE ARRESTED AVOID FURTHER INVOLVEMENT WITH THE JUSTICE SYSTEM BY LINKING THEM WITH NEEDED COMMUNITY SERVICES. IN FY24, LURIE CHILDREN'S ALSO LAUNCHED THE HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAM (HVIP), WHICH PROVIDES RELEVANT DATA, TRAUMA-INFORMED CARE COORDINATION FOR CHILDREN EXPOSED TO VIOLENCE. IN ADDITION, LURIE CHILDREN'S OPERATES THE INJURY PREVENTION AND RESEARCH CENTER TO EDUCATE AND TO IMPROVE PUBLIC POLICY AND FOSTER PROTECTIVE ENVIRONMENTS, AS WELL AS COORDINATING UNINTENTIONAL INJURY PREVENTION INITIATIVES AT LURIE CHILDREN'S. AS PART OF THE CAR SEAT DISTRIBUTION NETWORK, TOGETHER WITH FQHCS, SOCIAL SERVICE PROVIDERS, AND OTHER HOSPITALS AND HEALTHCARE FACILITIES, LURIE CHILDREN'S REGULARLY CONDUCTS CAR SEAT WORKSHOPS TO 2,000+ INDIVIDUALS AND DISTRIBUTES 1,000+ CAR SEATS TO FAMILIES IN NEED ACROSS COOK COUNTRY. LURIE CHILDREN'S ALSO ADDRESSES SUDDEN UNEXPECTED INFANT DEATH BY DISTRIBUTING SAFE SLEEP KITS TO FAMILIES IN NEED AND COMMUNITY-BASED ORGANIZATIONS THROUGHOUT COOK COUNTY. WE ALSO CONDUCT SAFE SLEEP AMBASSADOR PROGRAM TRAININGS IN COLLABORATION WITH COMMUNITY PARTNERS THAT ARE FOCUSED ON EMPOWERING AND EDUCATING COMMUNITY-BASED AMBASSADORS TO EDUCATE THEIR NETWORKS ON SAFE INFANT SLEEP PRACTICES. LURIE CHILDREN'S IS ALSO A MEMBER OF THE DROWNING PREVENTION INITIATIVE LED BY THE WATER SAFETY TASK FORCE METRO CHICAGO, A COALITION THAT INCLUDES THE CHICAGO PARK DISTRICT, CHICAGO FIRE DEPARTMENT, AMERICAN RED CROSS, AND OTHER PARTNERS. TOGETHER, WE ADDRESS ISSUES SUCH AS LIFEGUARD SHORTAGES AND RECENT DROWNING DATA TO IMPROVE WATER SAFETY EFFORTS. ESTABLISHED IN 2022, LURIE CHILDREN'S SCHREIBER FAMILY CENTER FOR EARLY CHILDHOOD HEALTH AND WELLNESS SUPPORTS FAMILIES BY CREATING SAFE, STABLE, AND NURTURING ENVIRONMENTS FOR CHILDREN DURING THEIR CRITICAL FIRST FIVE YEARS. THE SCHREIBER FAMILY CENTER FOCUSES ON FAMILIES ON CHICAGO'S WEST AND SOUTH SIDES, WHERE MATERNAL AND INFANT HEALTH RISKS ARE GREATEST. THROUGH THE SCHREIBER FAMILY CENTER, LURIE CHILDREN'S MATERNAL AND CHILD HEALTH INITIATIVES HELP FAMILIES FROM PREGNANCY UNTIL THEIR CHILD TURNS THREE, OFFERING IMPORTANT EARLY SUPPORT, SUCH AS VIRTUAL SUPPORT GROUPS, REFERRALS TO HOME VISITING PROGRAMS, AND CONNECTIONS WITH COMMUNITY RESOURCES. OUR PROGRAMS OFFER FREE GUIDANCE BEFORE AND AFTER THE BABY ARRIVES TO MAKE THE EARLY YEARS EASIER. IN 2018, LURIE CHILDREN'S BECAME THE THIRD CHILDREN'S HOSPITAL IN THE COUNTRY TO JOIN THE DEMOCRACY COLLABORATIVE'S HEALTHCARE ANCHOR NETWORK, A GROUP OF HOSPITALS AND HEALTH SYSTEMS COMMITTED TO BUILDING MORE INCLUSIVE AND SUSTAINABLE LOCAL ECONOMIES. THIS GROUP SHARES INNOVATIVE IDEAS AND BEST PRACTICES TO EXPAND HOSPITALS' ROLES AS ANCHOR INSTITUTIONS BY EXPANDING COMMUNITY HIRING, PROCUREMENT AND INVESTMENT OPPORTUNITIES. OUR MENTORSHIP AND WORKFORCE DEVELOPMENT INITIATIVES OFFER 13 PROGRAMS THAT ANNUALLY SUPPORT 500+ ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS; UNDERGRADUATE AND GRADUATE STUDENTS; AND LURIE CHILDREN'S EMPLOYEES. THESE PROGRAMS AIM TO CREATE EDUCATIONAL AND CAREER PATHWAYS FOR CHICAGO YOUTH FROM ECONOMICALLY DISADVANTAGED COMMUNITIES. IN 2017, LURIE CHILDREN'S JOINED WEST SIDE UNITED, A COLLABORATIVE OF SIX HOSPITALS AND HUNDREDS OF COMMUNITY MEMBERS AND ORGANIZATIONS DEDICATED TO REDUCING THE LIFE EXPECTANCY GAP BETWEEN THE LOOP AND WEST SIDE NEIGHBORHOODS. LURIE CHILDREN'S IS THE PEDIATRIC VOICE OF WEST SIDE UNITED, BRINGING EXPERTISE TO PROJECTS THAT IMPACT YOUTH IN OUR CITY. THE MOST SIGNIFICANT EXAMPLE IS WEST SIDE HEALTHY PARENTS AND BABIES, A WEST SIDE UNITED PROJECT HOUSED AT AND STAFFED BY LURIE CHILDREN'S. IN ADDITION, LURIE CHILDREN'S EXPERTS FROM OUR FOOD ACTIVITY AND NUTRITION INITIATIVES TEAM MANAGE THE NETWORK OF FOOD PANTRIES WEST SIDE UNITED SUPPORTS THROUGH TRAININGS, TECHNICAL ASSISTANCE AND VOLUNTEER ENGAGEMENT. IMPORTANTLY, A CORE SUCCESS FOR WEST SIDE UNITED IS SUPPORTING BUSINESSES AND ORGANIZATIONS TO HAVE ANCHOR MISSIONS, USING THEIR ECONOMIC POWER TO ADVANCE HEALTH OUTCOMES. LURIE CHILDREN'S HAS BEEN ACTIVELY ENGAGED IN THESE EFFORTS FOR ALMOST A DECADE, FOCUSING ON HIRING MORE EMPLOYEES FROM THE WEST SIDE, CHAIRING THE PROCUREMENT AND SUPPLY CHAIN WORK GROUP, INVESTING MORE THAN $1M IN LOANS TO ORGANIZATIONS THROUGH COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS, AND HELPING TO ESTABLISH THE SMALL BUSINESS GRANT POOL.
Form 990, Part III, Line 1 ORGANIZATION'S MISSION ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO IS DEDICATED TO THE HEALTH AND WELL-BEING OF ALL CHILDREN. AS THE PEDIATRIC TEACHING FACILITY FOR NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE, THIS COMMITMENT DRIVES US TO BE A LEADER IN: - PEDIATRIC HEALTH CARE DELIVERY - RESEARCH INTO THE PREVENTION, CAUSES AND TREATMENT OF DISEASES THAT AFFECT CHILDREN - EDUCATION FOR PHYSICIANS, NURSES, ALLIED HEALTH PROFESSIONALS, AND PUBLIC HEALTH PRACTITIONERS - ADVOCACY FOR CHILDREN AS A CHARITABLE ORGANIZATION, WE SERVE CHILDREN AND THEIR FAMILIES TO THE BEST OF OUR ABILITIES AND TO THE LIMITS OF OUR RESOURCES.
Form 990, Part V, Line 2a ALLOCATION OF SALARY EXPENSES ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO PAYS AND ISSUES FORMS W-2 TO EMPLOYEES WHO WORK FOR ALMOST HOME KIDS, ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION, CHILDREN'S HOSPITAL OF CHICAGO FACULTY PRACTICE PLAN, INC., CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER, LURIE CHILDREN'S PEDIATRIC ANESTHESIA ASSOCIATES, LURIE CHILDREN'S SURGICAL FOUNDATION INC., PEDIATRIC FACULTY FOUNDATION, INC., STANLEY MANNE CHILDREN'S RESEARCH INSTITUTE.
Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS ROXANNE MARTINO HAS A BUSINESS RELATIONSHIP WITH PETER J. BULGARELLI. ROXANNE MARTINO HAS A BUSINESS RELATIONSHIP WITH SUZET MCKINNEY. KEATING CROWN HAS A BUSINESS RELATIONSHIP WITH SUZET MCKINNEY. EDWARD WEHMER HAS A BUSINESS RELATIONSHIP WITH SUZET MCKINNEY ZALDWAYNAKA SCOTT HAS A BUSINESS RELATIONSHIP WITH KRISTIN FINNEY-COOKE. KEATING CROWN HAS A BUSINESS RELATIONSHIP WITH CRAIG C. MARTIN.
Form 990, Part VI, Line 15 EXECUTIVE COMPENSATION THE AUTHORITY TO REVIEW AND APPROVE EXECUTIVE COMPENSATION HAS BEEN DELEGATED TO THE COMPENSATION COMMITTEE OF CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER BOARD OF DIRECTORS ("COMPENSATION COMMITTEE"). THE COMPENSATION COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT, INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE COMPENSATION PHILOSOPHY IS SUBJECT TO PERIODIC REVIEW FOR CONTINUED APPROPRIATENESS BY THE COMPENSATION COMMITTEE. WITH THE ASSISTANCE OF A COMPENSATION CONSULTANT AND INFORMATION FROM A VARIETY OF EXTERNAL SOURCES (SPECIFIED ON SCHEDULE J), THE COMPENSATION COMMITTEE CONFIRMED THE TOTAL AMOUNTS TO BE PAID WERE REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY SIMILAR POSITIONS. LEGAL COUNSEL ADVISES THE COMPENSATION COMMITTEE WITH RESPECT TO FEDERAL TAX REQUIREMENTS IN SETTING COMPENSATION AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE PROCESS FOLLOWED BY THE COMPENSATION COMMITTEE, INCLUDING A DESCRIPTION OF THE DATA RELIED UPON AND THE COMPENSATION COMMITTEE'S DECISIONS, WAS THOROUGHLY AND CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION COMMITTEE HAS EXPRESSLY REVIEWED THE REASONABLENESS OF COMPENSATION PAID TO IDENTIFIED EXECUTIVES, AND HAS CONCLUDED, AS THE RESULT OF A PROCESS THAT IS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW, THAT ALL SUCH AMOUNTS ARE REASONABLE AND DO NOT EXCEED FAIR MARKET VALUE FOR THE SERVICES PROVIDED. THE COMPENSATION COMMITTEE IS COMPRISED OF MEMBERS OF CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER BOARD OF DIRECTORS WHO HAVE BEEN DETERMINED TO BE DISINTERESTED FOR THESE PURPOSES. THE COMPENSATION COMMITTEE CONDUCTS AN ONGOING AND PERIODIC REVIEW OF THE DISINTERESTED STATUS OF ITS MEMBERS, AND WILL TAKE APPROPRIATE ACTION WITH RESPECT TO ANYONE HAVING AN INTEREST WITH RESPECT TO ONE OR MORE EXECUTIVES SO AS TO PRESERVE THE APPLICATION OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS.
Form 990, Part VI, Line 6 Classes of members or stockholders CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER IS THE ORGANIZATION'S SOLE CORPORATE MEMBER.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER, THROUGH ITS BOARD OF DIRECTORS OR DESIGNATED COMMITTEE, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS CERTAIN RESERVE POWERS WITH RESPECT TO APPOINTMENT AND REMOVAL OF DIRECTORS, APPOINTMENT OF CERTAIN OFFICERS, APPROVAL OF AMENDMENTS TO GOVERNING DOCUMENTS, APPROVAL OF FINANCIAL MATTERS, AND APPROVAL OF SIGNIFICANT TRANSACTIONS INCLUDING, BUT NOT LIMITED TO, MERGER, DISSOLUTION, DISPOSITION OF ASSETS OTHER THAN IN THE ORDINARY COURSE OF BUSINESS, AND CREATION OF SUBSIDIARIES.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER, THROUGH ITS BOARD OF DIRECTORS OR DESIGNATED COMMITTEE, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS CERTAIN RESERVE POWERS WITH RESPECT TO APPOINTMENT AND REMOVAL OF DIRECTORS, APPOINTMENT OF CERTAIN OFFICERS, APPROVAL OF AMENDMENTS TO GOVERNING DOCUMENTS, APPROVAL OF FINANCIAL MATTERS, AND APPROVAL OF SIGNIFICANT TRANSACTIONS INCLUDING, BUT NOT LIMITED TO, MERGER, DISSOLUTION, DISPOSITION OF ASSETS OTHER THAN IN THE ORDINARY COURSE OF BUSINESS, AND CREATION OF SUBSIDIARIES.
Form 990, Part VI, Line 11b Review of form 990 by governing body A FULL COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO EACH MEMBER OF THE CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER BOARD'S AUDIT AND COMPLIANCE COMMITTEE ("COMMITTEE") FOR REVIEW AND APPROVAL, AS WELL AS THE RESPECTIVE FILING ORGANIZATION'S BOARD FOLLOWING THE COMMITTEE'S APPROVAL. THE COMMITTEE IS CHARGED WITH THE OVERSIGHT OF AUDIT, TAX, AND COMPLIANCE MATTERS FOR THE PARENT AND AFFILIATES. DURING A SPECIAL COMMITTEE MEETING, AND BEFORE FORM 990 WAS FILED, THE COMMITTEE WAS PROVIDED A REVIEW OF FORM 990 BY THE CHIEF FINANCIAL OFFICER ("CFO"). THE CFO AND OUTSIDE TAX ADVISOR ALSO RESPONDED TO THE COMMITTEE MEMBERS' QUESTIONS AND AFFORDED THEM THE OPPORTUNITY FOR DETAILED DISCUSSION OF FORM 990, PRIOR TO THE COMMITTEE TAKING ACTION TO APPROVE THE FILING OF FORM 990. AS PART OF ITS ANNUAL RETURN PREPARATION PROCESS, THE ORGANIZATION, ON AN ONGOING BASIS, CONSULTED ITS TAX CONSULTING FIRM AND OUTSIDE TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST IN THE PREPARATION OF FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF FORM 990. PRIOR TO PRESENTING THE FORM 990 TO THE COMMITTEE, THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, COLLABORATED FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM. SUBSEQUENT TO THE COMMITTEE'S REVIEW AND APPROVAL, FORM 990 WAS PROVIDED TO THE RESPECTIVE FILING ORGANIZATION'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER (THE "MEDICAL CENTER") AND ITS AFFILIATES (COLLECTIVELY THE "CORPORATION") PROVIDE A COMPREHENSIVE QUESTIONNAIRE TO ITS BOARD MEMBERS, SENIOR MANAGEMENT AND OTHER KEY EMPLOYEES POSING QUESTIONS ABOUT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE MEDICAL CENTER INITIATES FOLLOW UP CONTACT TO THOSE WHO DO NOT RESPOND AND TO CLARIFY RESPONSES, WHERE NECESSARY. THE MEDICAL CENTER REVIEWS EACH DISCLOSURE AND PROVIDES A SUMMARY OF RELEVANT DISCLOSURES FOR THE REVIEW AND APPROVAL OF THE MEDICAL CENTER BOARD'S NOMINATING AND GOVERNANCE COMMITTEE. BOARD MEMBERS, SENIOR MANAGEMENT, AND KEY EMPLOYEES ARE SUBJECT TO AN APPLICABLE MEDICAL CENTER CONFLICT OF INTEREST POLICY AND TO A CODE OF CONDUCT, WHICH INCLUDES THE ONGOING RESPONSIBILITY TO PROMPTLY DISCLOSE CONFLICTS OF INTERESTS OR DUALITY OF INTERESTS TO A DESIGNATED INDIVIDUAL(S). DISCLOSURES ARE PROVIDED TO THE NOMINATING AND GOVERNANCE COMMITTEE OF THE MEDICAL CENTER BOARD OF DIRECTORS, WHICH CONSIDERS ALL CONFLICT AND DUALITY OF INTERESTS ISSUES. IF THE DISINTERESTED MEMBERS OF THE NOMINATING AND GOVERNANCE COMMITTEE HAVE DETERMINED THAT A POTENTIAL OR ACTUAL CONFLICT OF INTEREST OR DUALITY OF INTEREST EXISTS, THE NOMINATING AND GOVERNANCE COMMITTEE SHALL DETERMINE IF PREPARATION OF CONFLICTS MANAGEMENT GUIDELINES WILL SUFFICIENTLY MITIGATE THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND/OR DUALITY OF INTEREST. IF THE NOMINATING AND GOVERNANCE COMMITTEE DETERMINES THAT CONFLICTS MANAGEMENT GUIDELINES WILL SUFFICIENTLY MITIGATE THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND/OR DUALITY OF INTEREST, THE CHIEF LEGAL OFFICER WILL PREPARE SAID CONFLICTS MANAGEMENT GUIDELINES REGARDING THE PARTICULAR PERSON'S POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND/OR DUALITY OF INTEREST FOR REVIEW, APPROVAL, AND OVERSIGHT BY THE NOMINATING AND GOVERNANCE COMMITTEE. THE CHIEF LEGAL OFFICER SHARES THE CONFLICT MANAGEMENT GUIDELINES WITH THE APPLICABLE PERSON FOLLOWING APPROVAL BY THE NOMINATING AND GOVERNANCE COMMITTEE. THE CONFLICTS MANAGEMENT GUIDELINES MAY REQUIRE ANY OR ALL OF THE ASPECTS BELOW. 1. THE RELEVANT PERSON SHALL RECUSE THEMSELVES FROM ALL OR A PORTION OF THE MEETING OF THE BOARD OR COMMITTEE ON WHICH THE PERSON SERVES WHILE THE PROPOSED CONTRACT, TRANSACTION, OR ARRANGEMENT GIVING RISE TO THE CONFLICT OF INTEREST AND/OR THE SITUATION GIVING RISE TO A DUALITY OF INTEREST IS DISCUSSED. IN ADDITION, THE PERSON SHALL RECUSE THEMSELVES FROM ALL OR A PORTION OF THE MEETING OF THE BOARD OR COMMITTEE ON WHICH THE PERSON SERVES WHILE THE MATTER IS VOTED ON, AND ONLY DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS, AS THE CASE MAY BE, MAY VOTE TO DETERMINE WHETHER TO APPROVE THE CONTRACT, TRANSACTION, ARRANGEMENT, OR SITUATION GIVING RISE TO THE CONFLICT OF INTEREST OR DUALITY OF INTEREST. IN DETERMINING WHETHER AND WHEN TO REQUIRE THE PERSON TO RECUSE THEMSELVES DURING DISCUSSION OF THE PROPOSED CONTRACT, TRANSACTION, OR ARRANGEMENT GIVING RISE TO THE CONFLICT OF INTEREST AND/OR THE SITUATION GIVING RISE TO A DUALITY OF INTEREST, THE DISINTERESTED BOARD DIRECTORS OR COMMITTEE MEMBERS, AS THE CASE MAY BE, SHALL BALANCE THE NEED TO FACILITATE THE DISCUSSION BY HAVING SUCH PERSON ON HAND TO PROVIDE ADDITIONAL INFORMATION WITH THE NEED TO PRESERVE THE INDEPENDENCE OF THE DETERMINATION PROCESS. 2. WITH RESPECT TO A CONFLICT OF INTEREST OR DUALITY OF INTEREST, THE DISINTERESTED MEMBERS OF THE NOMINATING AND GOVERNANCE COMMITTEE SHALL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER THE CONTRACT, TRANSACTION, OR ARRANGEMENT PRESENTED BY THE CONFLICT OF INTEREST OR DUALITY OF INTEREST IS FAIR AND REASONABLE AND IN THE BEST INTEREST TO THE CORPORATION. IN REACHING SUCH DETERMINATION, THE NOMINATING AND GOVERNANCE COMMITTEE SHALL DETERMINE WHETHER THERE ARE ALTERNATIVES TO THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST OR DUALITY OF INTEREST. IF A MORE ADVANTAGEOUS CONTRACT, TRANSACTION, OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST OR DUALITY OF INTEREST IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES, THE DISINTERESTED MEMBERS OF THE NOMINATING AND GOVERNANCE COMMITTEE MUST DETERMINE BY A MAJORITY VOTE THAT THE CONTRACT, TRANSACTION, OR ARRANGEMENT PRESENTED BY THE CONFLICT OF INTEREST OR DUALITY OF INTEREST IS FAIR AND REASONABLE AND IN THE BEST INTEREST TO THE CORPORATION BEFORE SUCH CONTRACT, TRANSACTION, OR ARRANGEMENT MAY BE APPROVED FOR EXECUTION BY THE BOARD OF DIRECTORS OF ITS EXECUTIVE COMMITTEE. IF THE NOMINATING AND GOVERNANCE COMMITTEE DETERMINES THAT CONFLICTS MANAGEMENT GUIDELINES WILL NOT SUFFICIENTLY MITIGATE THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND/OR DUALITY OF INTEREST, THE NOMINATING AND GOVERNANCE COMMITTEE SHALL DETERMINE THE APPROPRIATE STEPS. THE CHIEF LEGAL OFFICER SHARES THE NOMINATING AND GOVERNANCE COMMITTEE'S DECISION WITH THE APPLICABLE PERSON FOLLOWING APPROVAL BY THE NOMINATING AND GOVERNANCE COMMITTEE.
Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ONLINE AT WWW.DACBOND.COM. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND ANNUAL REPORTS ARE AVAILABLE THROUGH THE ILLINOIS SECRETARY OF STATE. THE ORGANIZATION ALSO MAKES ITS GENERAL GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
Form 990, Part VIII, Line 2f Other Program Service Revenue Clinic Space - Total Revenue: 1488379, Related or Exempt Function Revenue: 1488379, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Cafeteria & Vending - Total Revenue: 2362988, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2362988; Valet & Shuttle Bus - Total Revenue: 139166, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 139166; Other - Total Revenue: 2000000, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2000000;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FAIR VALUE OF PERPETUAL TRUSTS - 3158934; PENSION ADJUSTMENT - 160996; CONTRIBUTION RELEASED FROM RESTRICTIONS - 1118582; PLEDGE RECEIVABLE WRITE-OFFS - 92697; INTERCOMPANY TRANSFER AND GRANTS - -11949192;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Ann & Robert H Lurie Children's Hospital of Chicago
 
Employer identification number

36-2170833
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











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)ALMOST HOME KIDS
7 S 721 ROUTE 53

NAPERVILLE,IL60540
36-3822010
TRANSITION CR IL 501(c)(3) 10 MEDICAL CTR
 
 
No
(2)STANLEY MANNE CHILDREN'S RESC INSTITUTE
225 E CHICAGO AVE

CHICAGO,IL60611
36-3357005
RESEARCH IL 501(c)(3) 4 MEDICAL CTR
 
 
No
(3)LURIE CHILDREN'S HOSPITAL OF CHICAGO FDN
225 E CHICAGO AVE

CHICAGO,IL60611
36-3357006
FUNDRAISING IL 501(c)(3) 7 MEDICAL CTR
 
 
No
(4)CHILDREN'S HOSPITAL OF CHICAGO MED CTR
225 E CHICAGO AVE

CHICAGO,IL60611
36-3357004
HEALTH CARE IL 501(c)(3) 10 NA
 
 
No
(5)PEDIATRIC FACULTY FOUNDATION INC
225 E CHICAGO AVE

CHICAGO,IL60611
36-3279680
HLTH CRE/RSCH IL 501(c)(3) 10 MEDICAL CTR
 
 
No
(6)LURIE CHILDRENS LIABILITY PROTECTION PRG
225 E CHICAGO AVE

CHICAGO,IL60611
36-6638400
INSURANCE IL 501(c)(3) Type III-FI MEDICAL CTR
 
 
No
(7)MCGAW MEDICAL CTR OF NORTHWESTERN UNIV
645 NORTH MICHIGAN AVE 1058

CHICAGO,IL60611
36-2656113
SUPPORTNG ORG IL 501(c)(3) Type III-FI NA
 
 
No
(8)CHILDREN'S HOSPITAL OF CHICAGO FPP
737 NORTH MICHIGAN AVE
2040
CHICAGO,IL60611
36-3393780
SUPPORTNG ORG IL 501(c)(3) Type I MEDICAL CTR
 
 
No
(9)LURIE CHILDREN'S PEDIATRIC ANESTHESIA ASSOCIATES
225 E CHICAGO AVE

CHICAGO,IL60611
37-1838535
HEALTH CARE IL 501(c)(3) 3 MEDICAL CTR
 
 
No
(10)LURIE CHILDREN'S SURGICAL FOUNDATION INC
225 E CHICAGO AVE

CHICAGO,IL60611
83-1650513
HLTH CRE/RSCH IL 501(c)(3) 3 MEDICAL CTR
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) LURIE CHILDRENS CIN LLC

225 E CHICAGO AVE
CHICAGO,IL606112991
90-1025439
CONTRACTING SVCS IL NA
 
N/A                
(2) LC-PM MSO LLC

ONE HOLLOW LANE STE 301
NEW HYDE PARK,NY11042
93-3262652
CONTRACTING SVCS NY NA
 
N/A -446,022 352,460   No     No 50 %










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) CMMC INSURANCE CO LTD

225 E CHICAGO AVE
CHICAGO,IL60611
98-1049532
SELF INSURANCE CJ NA
 
C Corporation         No












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
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





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0