Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 5,833,769 | 6,827,325 | 7,061,138 | 8,182,704 | 8,377,452 | 36,282,388 |
| 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 | 5,833,769 | 6,827,325 | 7,061,138 | 8,182,704 | 8,377,452 | 36,282,388 |
| 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) .. | 7,275,708 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 29,006,680 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 5,833,769 | 6,827,325 | 7,061,138 | 8,182,704 | 8,377,452 | 36,282,388 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 0 | 0 | 14,493 | 22,657 | 75,043 | 112,193 |
| 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 | 36,394,581 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 2 | ALLIANCECHICAGO IS THE CONTINUATION OF AN EXISTING EFFORT TO BRING TOGETHER CHARITABLE FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) TO COLLABORATIVELY PURSUE THEIR CHARITABLE MISSIONS BY BETTER SERVING THEIR DISADVANTAGED PATIENTS WITH IMPROVED HEALTH CARE, BETTER INFORMATION, COORDINATION, DIVISION OF LABOR, AND EFFICIENCY. IN ADDITION TO INCUBATING NEW STRATEGIC INITIATIVES, ALLIANCECHICAGO PROVIDES A GOVERNANCE STRUCTURE TO ASSURE ACCOUNTABILITY AND ALIGNMENT OF ACTIVITIES OF ORGANIZATIONS WITH CLOSE CONNECTIONS TO THE OVERARCHING NOT FOR PROFIT MISSION OF ALLIANCECHICAGO. THE BOARD OF DIRECTORS OF ALLIANCECHICAGO HOLD TOP LEADERSHIP POSITIONS IN FOUR 501(C)(3) FQHCS BASED IN CHICAGO, AND HAVE A LONGSTANDING HISTORY OF COLLABORATION IN DEVELOPING CORE SERVICES THAT CAN BE MORE BROADLY SHARED TO SUPPORT NOT FOR PROFIT SAFETY NET HEALTH CARE ORGANIZATIONS SHARING SIMILAR VISIONS AND SERVICE MISSIONS. RECOGNIZING THAT THEY COULD ADVANCE THEIR ALIGNED MISSIONS BETTER THROUGH COLLABORATION, THE LEADERSHIP OF ERIE FAMILY HEALTH CENTER, HEARTLAND ALLIANCE HEALTH, HOWARD BROWN HEALTH CENTER AND NEAR NORTH HEALTH SERVICE CORPORATION ("FOUNDERS") CAME TOGETHER TO EXPLORE WAYS TO SHARE RESOURCES IN SUPPORT OF THEIR COMMON MISSIONS INCLUDING OVERALL PERFORMANCE IMPROVEMENT AND PRACTICE TRANSFORMATION. THESE 4 FOUNDERS ARE ALL 501(C)(3) ORGANIZATIONS AND RECEIVE PUBLIC AND PRIVATE CHARITABLE FUNDS TO SUPPORT THEIR CHARITABLE PURPOSES. FUNDED INITIALLY IN 1997 WITH A DEPARTMENT OF HEALTH AND HUMAN SERVICES ADMINISTRATION (HRSA) GRANT AND FOLLOWING A SERIES OF SUCCESSFUL JOINT DEMONSTRATION AND PLANNING GRANTS, THE 4 FOUNDERS' LEADERSHIP CREATED THE ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES LLC ("ALLIANCE L3C") IN 2001 AND SELECTED HEALTH INFORMATION TECHNOLOGY ("HIT") AS A STRATEGIC FOCUS. IN 2011, THE ALLIANCE L3C CHANGED ITS LLC STATUS TO A LOW PROFIT LIMITED LIABILITY COMPANY (L3C) AND ADDED RESTRICTIONS SPECIFYING THAT THE PURPOSE OF THE ALLIANCE L3C SHALL BE LIMITED TO ONE OR MORE CHARITABLE OR EDUCATION PURPOSES WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE OF 1986, AND THAT NO SIGNIFICANT PURPOSE OF THE ALLIANCE L3C IS THE PRODUCTION OF INCOME OR THE APPRECIATION OF PROPERTY. THE ALLIANCE L3C OPERATES TODAY AS ALLIANCECHICAGO HEALTH INFORMATION TECHNOLOGY ("ALLIANCECHICAGO HIT"), A HRSA HEALTH CENTER CONTROLLED NETWORK, WHICH SERVICES A COMMUNITY OF OVER 50 NOT FOR PROFIT COMMUNITY HEALTH CENTERS IN 16 STATES THAT DELIVER HEALTH CARE TO MORE THAN 450,000 PATIENTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ALLIANCE L3C IS THE SOLE MEMBER OF THE ALLIANCECHICAGO. CURRENTLY, THE SAME FOUR INDIVIDUALS THAT HOLD TOP LEADERSHIP POSITIONS IN THE 4 FOUNDER FQHCS SERVE ON BOTH THE ALLIANCECHICAGO AND ALLIANCE L3C BOARDS OF DIRECTORS. ADDITIONALLY, THE 4 FOUNDER FQHCS ARE CONSUMERS OF SERVICES OFFERED BY ALLIANCECHICAGO AND ALLIANCE L3C. NO OFFICER OR DIRECTOR RECEIVES A PRIVATE INDIVIDUAL BENEFIT FROM THEIR ENGAGEMENT IN ALLIANCECHICAGO OR ALLIANCE L3C; RATHER THEY SERVE IN THEIR CAPACITY AS LEADERS OF THEIR RESPECTIVE FQHCS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ALLIANCE L3C IS THE INITIAL, SOLE MEMBER OF ALLAINCECHICAGO AND IS COMPRISED OF THE 4 FOUNDERS. PURSUANT TO THE ALLIANCECHICAGO BY-LAWS, ADDITIONAL MEMBERS MAY BE SELECTED FROM TIME TO TIME BY THE THEN EXISTING MEMBER(S), BUT ANY MEMBER MUST BE A NOT FOR PROFIT, 501(C)(3) CHARITABLE ENTITY, OR CONTROLLED BY ONE OR MORE SUCH ENTITIES. EACH MEMBER SHALL BE REPRESENTED BY THE MEMBER'S BOARD OF MANAGERS, BOARD OF DIRECTORS, OR ANY OFFICER OR AGENT(S) APPOINTED FOR SUCH PURPOSE BY SUCH MEMBER'S BOARD OF MANAGERS OR BOARD OF DIRECTORS, AND SHALL BE ENTITLED TO CAST ONE VOTE ON ANY AND ALL MATTERS SUBMITTED TO THE MEMBERSHIP BY THE ALLIANCECHICAGO BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ALLIANCE L3C IS THE INITIAL, SOLE MEMBER OF ALLAINCECHICAGO AND IS COMPRISED OF THE 4 FOUNDERS. PURSUANT TO THE ALLIANCECHICAGO BY-LAWS, ADDITIONAL MEMBERS MAY BE SELECTED FROM TIME TO TIME BY THE THEN EXISTING MEMBER(S), BUT ANY MEMBER MUST BE A NOT FOR PROFIT, 501(C)(3) CHARITABLE ENTITY, OR CONTROLLED BY ONE OR MORE SUCH ENTITIES. EACH MEMBER SHALL BE REPRESENTED BY THE MEMBER'S BOARD OF MANAGERS, BOARD OF DIRECTORS, OR ANY OFFICER OR AGENT(S) APPOINTED FOR SUCH PURPOSE BY SUCH MEMBER'S BOARD OF MANAGERS OR BOARD OF DIRECTORS, AND SHALL BE ENTITLED TO CAST ONE VOTE ON ANY AND ALL MATTERS SUBMITTED TO THE MEMBERSHIP BY THE ALLIANCECHICAGO BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE/REVIEW THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO THE ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. A MEETING OR CONFERENCE CALL IS LATER SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS THE FORM 990 WITH THE GOVERNING BODY OR THEIR DESIGNATED COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | NOT LESS THAN ANNUALLY, EACH DIRECTOR SHALL COMPLETE, SIGN AND RETURN TO THE CHAIR OF THE BOARD OR SUCH OTHER PARTY DESIGNED BY THE BOARD, A CONFLICT OF INTEREST DISCLOSURE FORM. SUBMISSION OF THE SIGNED CONFLICT OF INTEREST DISCLOSURE FORM CONSTITUTES THE DIRECTOR'S CERTIFICATION THAT HE OR SHE HAS REVIEWED AND COMPLIED WITH ALLIANCECHICAGO'S CONFLICT OF INTEREST POLICY, AND HAS DISCLOSED ANY BUSINESS, PHILANTHROPIC OR PERSONAL AFFILIATIONS BY HIM OR HER (INCLUDING, BUT NOT LIMITED TO EMPLOYMENT RELATIONSHIPS, MATERIAL FINANCIAL INTERESTS, MEMBERSHIP ON BOARDS OF DIRECTORS AND ADVISORY BOARDS). SUBMISSION OF THE DISCLOSURE FORMS OCCURS AT OR BEFORE THE ANNUAL MEETING OF THE BOARD OF DIRECTORS OF THE CORPORATION. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND ANY RECOMMENDATION OF CHANGES TO THE POLICY ARE COMMUNICATED AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ALLIANCECHICAGO BOARD OF DIRECTORS IS ACCOUNTABLE FOR APPROVING THE CEO'S COMPENSATION PACKAGE, AS WELL AS THE COMPENSATION OF ALL OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION THROUGH ITS REVIEW AND APPROVAL RESPONSIBILITIES OF THE ORGANIZATION'S ANNUAL BUDGET AND MID-YEAR REFORECAST. THE ORGANIZATION UTILIZES PUBLICLY AVAILABLE SALARY GUIDES AND MARKET COMPENSATION INFORMATION TO EVALUATE SALARY RANGES BY POSITION ON A BI-ANNUAL BASIS DURING THE ANNUAL BUDGET AND MID-YEAR REFORECAST PROCESSES. THIS REVIEW PROCESS COMPARES DATA FOR SIMILAR JOB RESPONSIBILITIES AND TOTAL COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS AGAINST CURRENT COMPENSATION BY POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, IT IS THE PRACTICE OF THE ORGANIZATION TO POST ITS ANNUAL REPORT AND FORM 990 ON ITS WEBSITE AND TO MAKE ITS FINANCIAL STATEMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | COMPENSATION REPORTED FOR ALLIANCECHICAGO AND ITS SOLE MEMBER, ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES L3C, IS PAID AND REPORTED BY ALLIANCECHICAGO AS THE COMMON PAYMASTER. PAYROLL EXPENSES ARE SUBSEQUENTLY ALLOCATED TO EACH ENTITY BASED ON THE EMPLOYEE'S TIME DEVOTED TO THAT ENTITY. ALLIANCECHICAGO'S FORM 990, PART VII AND SCHEDULE J REPORTS EACH APPLICABLE EMPLOYEE'S TOTAL W-2 COMPENSATION, HOWEVER, THE AMOUNTS REPORTED ON THE FORM 990, PART IX, FUNCTIONAL EXPENSE ARE REPRESENTATIVE OF ALLIANCECHICAGO'S SHARE OF PAYROLL EXPENSES. |
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| Software Version: |