Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 3 · Investment income

  total $20,000,000 · excluded $20,000,000

Functional expenses

Part IX, the statement of functional expenses.

• 23 · Insurance

  total $157,006 · management and general $157,006

• 24e · All other expenses

  total $115 · management and general $115

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $1,621,301 · end of year $7,330,491

• 9 · Prepaid expenses and deferred charges

  end of year $137,123

• 12 · Investments: other securities

  beginning of year $10,320,000 · end of year $10,320,000

• 15 · Other assets

  beginning of year $0 · end of year $49,370,554

• 17 · Accounts payable and accrued expenses

  beginning of year -$12,126,666 · end of year -$201,244

• 25 · Other liabilities

  beginning of year $0 · end of year $23,448,566

• 27 · Net assets without donor restrictions

  beginning of year $24,067,967 · end of year $43,910,846

The filer's explanations (Part III)

PART I, LINE 3

THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION, THE RELATED ORGANIZATIONS USES THE FOLLOWING FACTORS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONUSLTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

PART I, LINE 4B

SARAH BUSH LINCOLN HEALTH CENTER CURRENTLY MAINTAINS A NONQUALIFIED, UNFUNDED, DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ON BEHALF OF CERTAIN DESIGNATED MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN IS INTENDED TO BE AN UNFUNDED DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES, AS DESCRIBED IN THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED ("ERISA"). THE FOLLOWING PERSONS LISTED IN FORM 990, PART VII ARE PARTICIPANTS IN THE PLAN: DIDI OMIYI DR. LUCAS CATT DENNIS PLUARD JERRY ESKER KIM UPHOFF THERE WERE NO DISTRIBUTIONS FROM THE PLAN DURING THE TAX YEAR BY THESE PARTICIPANTS.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

• EFFINGHAM SURGICAL PARTNERS

  MEDICAL SERVICES · IL

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• SBL CAPTIVE INSURANCE LTD

  C · INSURANCE · CJ · 100% owned · share of income $10,087,168 · share of assets $34,293,868 · controlled entity

  Directly controlled by SARAH BUSH LINCOLN HEALTH SYSTEM

• SBL PRACTICE ACQUISITIONS INC

  C · MANAGEMENT · IL · 100% owned · share of income $1,228,126 · share of assets $15,956,050 · controlled entity

  Directly controlled by SARAH BUSH LINCOLN HEALTH SYSTEM

• BONUTTI ORTHOPEDICS SERVICES INC

  C · HEALTHCARE · IL · 100% owned · share of assets $117,879 · controlled entity

  Directly controlled by SBL PRACTICE ACQUISITIONS INC