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Nonprofiteer
← UCHICAGO MEDICINE NETWORK INC

Form 990 for tax year 2023

Filed by UCHICAGO MEDICINE NETWORK INC.

Totals

Total revenue
$7,029,233
Total expenses
$7,318,471
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$5,206,880
Management and general expenses
$2,111,591
Fundraising expenses
$0
Program service expenses (Part III)
$5,206,880

Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY ROSS

    BOARD MEMBER/SVP UCMC

    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

  • BARRY E FIELDS

    BOARD MEMBER (EFF. 12/6/23)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JOHN A SVOBODA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOSEPH P NOLAN

    TRUSTEE UCMC (THRU 10/27/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN M PURCELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KRISTA CURELL

    BOARD MEMBER (EFF. 5/1/24)

    Total calculated
    $1,616,215
    From this org
    $0
    From related orgs
    $1,426,714
    Other
    $189,501
    Hours/week
    1 + 50 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

  • MARK ANDERSON

    BOARD MEMBER/DEAN, BIOLOGLICAL SCIENCES AND PRESIDENT UCHS

    Total calculated
    $2,999,905
    From this org
    $0
    From related orgs
    $2,935,701
    Other
    $64,204
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,428,542 related
    Bonus
    $0 + $495,000 related
    Other
    $0 + $12,159 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $37,804 related
    Filer's total
    $0 + $2,999,905 related

  • NATHANIEL SUTTON

    BOARD MEMBER INGALLS

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • THOMAS JACKIEWICZ

    CHAIRMAN/PRESIDENT UCMC

    Total calculated
    $3,820,320
    From this org
    $0
    From related orgs
    $3,453,544
    Other
    $366,776
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,741,683 related
    Bonus
    $0 + $1,653,428 related
    Other
    $0 + $58,433 related
    Deferred
    $0 + $345,452 related
    Nontaxable benefits
    $0 + $21,324 related
    Filer's total
    $0 + $3,820,320 related

  • IVAN SAMSTEIN

    CHIEF FINANCIAL OFFICER, UCMC

    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

    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

  • MICHAEL ANTONIADES

    PRESIDENT, INGALLS

    Total calculated
    $1,268,833
    From this org
    $0
    From related orgs
    $1,268,833
    Other
    $0
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,200,000 related
    Bonus
    $0
    Other
    $0 + $68,833 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,268,833 related

  • MICHELLE SALOMON

    TREASURER

    Total calculated
    $283,750
    From this org
    $0
    From related orgs
    $246,423
    Other
    $37,327
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,667 related
    Bonus
    $0 + $17,772 related
    Other
    $0 + $31,984 related
    Deferred
    $0 + $35,953 related
    Nontaxable benefits
    $0 + $1,374 related
    Filer's total
    $0 + $283,750 related

  • PHILLIP KAUFMAN

    INTERIM CHHD CFO (EFF. 6/22/23)

    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

  • ANN MCCOLGAN

    TREASURER (THRU 5/1/23)

    Total calculated
    $297,884
    From this org
    $0
    From related orgs
    $271,598
    Other
    $26,286
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $91,513 related
    Bonus
    $0 + $59,570 related
    Other
    $0 + $120,515 related
    Deferred
    $0 + $8,158 related
    Nontaxable benefits
    $0 + $18,128 related
    Filer's total
    $0 + $297,884 related

  • EMILY CHASE

    INTERIM PRESIDENT (7/10/22 THRU 3/7/23)

    Total calculated
    $1,528,097
    From this org
    $0
    From related orgs
    $1,375,367
    Other
    $152,730
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,190 related
    Bonus
    $0 + $459,963 related
    Other
    $0 + $367,214 related
    Deferred
    $0 + $109,990 related
    Nontaxable benefits
    $0 + $42,740 related
    Filer's total
    $0 + $1,528,097 related

  • SARA HAGGERTY

    INTERIM CHIEF FINANCIAL OFFICER (THRU 6/22/23)

    Total calculated
    $504,666
    From this org
    $0
    From related orgs
    $406,195
    Other
    $98,471
    Hours/week
    0 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,965 related
    Bonus
    $0 + $70,147 related
    Other
    $0 + $8,083 related
    Deferred
    $0 + $54,820 related
    Nontaxable benefits
    $0 + $43,651 related
    Filer's total
    $0 + $504,666 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION OF THE PRESIDENT AND CEO OF UCHHD IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDIES/SURVEYS, ALONG WITH APPROVAL BY THE COMPENSATION COMMITTEE, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCHHD COMPENSATION COMMITTEE CONDUCTS ITS REVIEW AND APPROVAL PROCESS IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW AND APPROVAL PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IS DESIGNED TO RESULT IN COMPETITIVE AND REASONABLE COMPENSATION.
Schedule J, Part I, Line 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: EMILY CHASE KRISTA CURELL SARA HAGGERTY THOMAS JACKIEWICZ PHILLIP KAUFMAN AMY ROSS MICHELLE SALOMON 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): EMILY CHASE - $318,337 KRISTA CURELL - $78,734 PHILLIP KAUFMAN - $179,087 ANN MCCOLGAN - $81,828 AMY ROSS - $301,076 ANN MCCOLGAN RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL RETIREMENT PLAN FOLLOWING THEIR TERMINATION OF EMPLOYMENT, IN ACCORDANCE WITH THE GOVERNING PLAN DOCUMENT ($131,854 TO ANN MCCOLGAN). THESE DISTRIBUTIONS WERE REPORTED AS TAXABLE INCOME AND ARE INCLUDED IN THE COMPENSATION DISCLOSED IN SCHEDULE J IN THE REPORTED YEAR.
Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNTS
DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY. 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). NON-UCMC-EMPLOYED EXECUTIVES ARE INELIGIBLE.
Schedule J, Part II COLUMN (B)
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 , THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCMC OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS): EMILY CHASE, ANN MCCOLGAN, AND SARA HAGGERTY
Schedule J, Part III
UCHHD PAID COMPENSATION IN THE AMOUNT OF $1,268,833 TO THE CONSULTING FIRM ALVAREZ & MARSAL FOR THE SERVICES OF MICHAEL ANTONIADES, INTERIM PRESIDENT.

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
202531359349308018

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