Skip to content
Nonprofiteer
← UCHICAGO MEDICINE NORTHWEST INDIANA INC

Form 990 for tax year 2023

Filed by UCHICAGO MEDICINE NORTHWEST INDIANA INC.

Totals

Total revenue
$1,705,577
Total expenses
$9,955,863
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$9,048,531
Management and general expenses
$907,332
Fundraising expenses
$0
Program service expenses (Part III)
$9,048,531

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KRISTA CURELL

    BOARD MEMBER & PRESIDENT (EFF. 10/11/23)

    Total calculated
    $1,616,215
    From this org
    $0
    From related orgs
    $1,426,714
    Other
    $189,501
    Hours/week
    10 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,935 related
    Bonus
    $0 + $493,570 related
    Other
    $0 + $117,209 related
    Deferred
    $0 + $164,864 related
    Nontaxable benefits
    $0 + $24,637 related
    Filer's total
    $0 + $1,616,215 related

  • LAUREN HULL

    BOARD MEMBER & COO (EFF. 10/11/23)

    Total calculated
    $363,979
    From this org
    $0
    From related orgs
    $311,198
    Other
    $52,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $251,943 related
    Bonus
    $0 + $48,125 related
    Other
    $0 + $11,130 related
    Deferred
    $0 + $41,255 related
    Nontaxable benefits
    $0 + $11,526 related
    Filer's total
    $0 + $363,979 related

  • PHILLIP KAUFMAN

    BOARD MEMBER & CFO/TREASURER - NWI (EFF. 10/11/23)

    Total calculated
    $785,287
    From this org
    $0
    From related orgs
    $688,969
    Other
    $96,318
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,616 related
    Bonus
    $0 + $99,823 related
    Other
    $0 + $189,530 related
    Deferred
    $0 + $67,741 related
    Nontaxable benefits
    $0 + $28,577 related
    Filer's total
    $0 + $785,287 related

  • AMY ROSS

    BOARD MEMBER (EFF. 10/11/23)

    Total calculated
    $1,593,326
    From this org
    $0
    From related orgs
    $1,434,747
    Other
    $158,579
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $670,624 related
    Bonus
    $0 + $445,700 related
    Other
    $0 + $318,423 related
    Deferred
    $0 + $134,305 related
    Nontaxable benefits
    $0 + $24,274 related
    Filer's total
    $0 + $1,593,326 related

  • BLASE POLITE MD

    BOARD MEMBER EX OFFICIO/PRESIDENT OF THE MEDICAL STAFF (EFF 10/11/23)

    Total calculated
    $599,960
    From this org
    $0
    From related orgs
    $493,240
    Other
    $106,720
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $461,740 related
    Bonus
    $0 + $31,500 related
    Other
    $0
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $80,320 related
    Filer's total
    $0 + $599,960 related

  • EVERETT VOKES MD

    BOARD MEMBER (EFF 10/11/23)

    Total calculated
    $1,119,315
    From this org
    $0
    From related orgs
    $1,065,708
    Other
    $53,607
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $865,708 related
    Bonus
    $0 + $200,000 related
    Other
    $0
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $27,207 related
    Filer's total
    $0 + $1,119,315 related

  • JASON KEELER

    BOARD MEMBER (10/11/23 THRU 2/1/24)

    Total calculated
    $1,343,664
    From this org
    $0
    From related orgs
    $1,187,360
    Other
    $156,304
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,454 related
    Bonus
    $0 + $503,804 related
    Other
    $0 + $37,102 related
    Deferred
    $0 + $132,580 related
    Nontaxable benefits
    $0 + $23,724 related
    Filer's total
    $0 + $1,343,664 related

  • JOHN CUNNINGHAM MD

    BOARD MEMBER (EFF 10/11/23)

    Total calculated
    $717,881
    From this org
    $0
    From related orgs
    $661,629
    Other
    $56,252
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,629 related
    Bonus
    $0 + $100,000 related
    Other
    $0
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $29,852 related
    Filer's total
    $0 + $717,881 related

  • NISHANT AGRAWAL MD

    BOARD MEMBER (EFF 10/11/23)

    Total calculated
    $698,441
    From this org
    $0
    From related orgs
    $631,740
    Other
    $66,701
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,240 related
    Bonus
    $0 + $95,500 related
    Other
    $0
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $40,301 related
    Filer's total
    $0 + $698,441 related

  • SARAH KUNDRAT

    BOARD MEMBER (EFF. 10/11/23)

    Total calculated
    $249,900
    From this org
    $0
    From related orgs
    $232,700
    Other
    $17,200
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,046 related
    Bonus
    $0 + $23,636 related
    Other
    $0 + $1,018 related
    Deferred
    $0 + $15,715 related
    Nontaxable benefits
    $0 + $1,485 related
    Filer's total
    $0 + $249,900 related

  • IVAN SAMSTEIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,937,704
    From this org
    $0
    From related orgs
    $1,704,200
    Other
    $233,504
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,067,829 related
    Bonus
    $0 + $598,691 related
    Other
    $0 + $37,680 related
    Deferred
    $0 + $195,751 related
    Nontaxable benefits
    $0 + $37,753 related
    Filer's total
    $0 + $1,937,704 related

  • JENNIFER HILL

    SECRETARY (EFF. 10/11/23)

    Total calculated
    $322,138
    From this org
    $0
    From related orgs
    $260,221
    Other
    $61,917
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,436 related
    Bonus
    $0 + $3,500 related
    Other
    $0 + $20,285 related
    Deferred
    $0 + $20,161 related
    Nontaxable benefits
    $0 + $41,756 related
    Filer's total
    $0 + $322,138 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2024 FOR CALENDAR YEAR 2023: KRISTA CURELL LAUREN HULL PHILLIP KAUFMAN JASON KEELER AMY ROSS IVAN SAMSTEIN THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2023 W-2S): KRISTA CURELL - $78,734 PHILLIP KAUFMAN - $179,087 AMY ROSS - $301,076
Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNT
DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY, SERVING UCHICAGO MEDICINE NORTHWEST INDIANA THOSE WHO MADE USE OF THE DISCRETIONARY SPENDING ACCOUNT RECEIVED BETWEEN $0 AND $10,000 DURING THE YEAR. THESE BENEFITS ARE ALL CONSIDERED TAXABLE COMPENSATION INCLUDED ON SCHEDULE J, PART II, COLUMN B(III).
Schedule J, Part I, Line 3
COMPENSATION OF THE PRESIDENT OF UChicago Medicine Northwest Indiana IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCMC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION STUDIES/SURVEY, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCMC COMPENSATION COMMITTEE CONDUCTS ITS REVIEW AND APPROVAL PROCESS IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW AND APPROVAL PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND IS DESIGNED TO RESULT IN COMPETITIVE AND REASONABLE COMPENSATION.
Schedule J, Part II
TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2023 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD ANNUALLY REVIEWS THESE BENEFITS IN COMPARISON TO MARKET DATA AND HAS CONCLUDED THAT THESE BENEFITS AND ALL OTHER FORMS OF COMPENSATION PROVIDED TO THESE INDIVIDUALS ARE REASONABLE. THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF IMH OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR COMPENSATION AS A COMBINATION OF SERVICES AND SEVERANCE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349304741

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.