Lurie Children's Surgical Foundation Inc: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
Lurie Children's Surgical Foundation Inc (EIN 83-1650513)
Tax period
2024-09-01 to 2024-12-31
Filed
2025-10-21
IRS object ID
202502949349300430
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-21T09:44:56+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831650513EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lurie Children's Surgical Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLURIBusinessNameControlTxt
Phone3122277133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 E CHICAGO AVE BOX 282AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112991ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEX P MILLERPersonNm
Person TitleSR. VP/CFOPersonTitleTxt
Phone3122277133PhoneNum
Signature2025-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEmily BeckermanPreparerPersonNm
PTINP01765498PTIN
Phone3128792000PhoneNum
Preparation2025-10-21PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1EARL CHENG MDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 E CHICAGO AVE BOX 282AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112991ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$34,818,127GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LURIECHILDRENS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionLurie Children's Surgical Foundation, Inc. provides pediatric and subspecialty surgical, research, and educational services.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee85TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$28,121,698PYContributionsGrantsAmt
CY Contributions Grants$10,308,900CYContributionsGrantsAmt
PY Program Service Revenue$71,694,117PYProgramServiceRevenueAmt
CY Program Service Revenue$24,509,227CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$99,815,815PYTotalRevenueAmt
CY Total Revenue$34,818,127CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$80,769,942PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$29,050,551CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$20,909,031PYOtherExpensesAmt
CY Other Expenses$7,154,864CYOtherExpensesAmt
PY Total Expenses$101,678,973PYTotalExpensesAmt
CY Total Expenses$36,205,415CYTotalExpensesAmt
PY Revenues Less Expenses-$1,863,158PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,387,288CYRevenuesLessExpensesAmt
Total Assets BOY$9,272,650TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$1,545,808TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,726,842NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionProvide pediatric and subspecialty surgical, research, and educational services.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangeYes (true)SignificantChangeInd
Expense$35,988,490ExpenseAmt
Revenue$24,509,227RevenueAmt
DescSEE SCHEDULE O.Desc
Total Program Service Expenses$35,988,490TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsYes (true)TerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee85EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALEX P MILLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122277133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 E CHICAGO AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112991ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANTHONY CHIN MD
DIRECTOR/TREASURER/PHYSICIAN40.00.0Yes (X)Yes (X)$857,629$0$89,344
EARL CHENG MD
DIRECTOR/PRESIDENT/BOARD CHAIR/PHYSICIAN40.03.0Yes (X)Yes (X)$857,781$0$86,844
ERIK C KING MD
DIRECTOR/VICE PRESIDENT/BOARD VICE CHAIR/PHYSICIAN40.00.0Yes (X)Yes (X)$867,085$0$46,249
ROBIN BOWMAN MD
BOARD SECRETARY/PHYSICIAN40.00.0Yes (X)Yes (X)$1,087,318$0$92,273
ANDREA PiPiTONE BEIRNE
DIRECTOR1.00.0Yes (X)$0$0$0
BRIAN BELL
DIRECTOR1.00.0Yes (X)$0$0$0
JEFFREY RASTATTER MD
DIRECTOR/PHYSICIAN40.00.0Yes (X)$623,714$0$86,844
THOMAS INGE MD
EX-OFFICIO DIRECTOR/DEPT CHAIR, SURGERY40.02.0Yes (X)$1,235,833$0$157,352
THOMAS P SHANLEY MD
EX-OFFICIO DIRECTOR/PRESIDENT & CEO LCH1.046.0Yes (X)$0$1,992,705$624,795
ALEX P MILLER
SVP, CHIEF FINANCIAL OFFICER1.046.0Yes (X)$0$757,988$158,968
FATEMA ZANZI
EVP, CHIEF ADMIN & LEGAL OFFICER, CORP SEC1.046.0Yes (X)$0$932,953$173,884
AIMEN F SHAABAN MD
PHYSICIAN40.00.0$1,087,434$0$86,844Yes (X)
DAVID S WINLAW MD
PHYSICIAN40.00.0$2,469,132$0$95,044Yes (X)
MICHAEL C MONGE MD
PHYSICIAN40.00.0$1,243,533$0$95,044Yes (X)
OSAMA M ELTAYEB MD
PHYSICIAN40.00.0$1,160,222$0$78,033Yes (X)
SANDI K LAM MD
PHYSICIAN40.00.0$1,188,389$0$86,844Yes (X)
BRENDA DAVIS
FORMER INTERIM CHIEF FINANCIAL OFFICER THROUGH 2/6/230.042.0$0$354,713$29,463Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,678,070TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,038,359TotReportableCompRltdOrgAmt
Total Other Compensation$1,987,825TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K83IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPEN ITEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$10,308,900RelatedOrganizationsAmt
Total Contributions$10,308,900TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE621111$16,380,373$16,380,373
MED ADMIN AND EDUCATION621111$1,263,276$1,263,276
PROF SVCS PROV TO RSCH621111$1,746,918$1,746,918
PHYSICIAN CONTRACT621111$2,089,652$2,089,652
MEDICARE/MEDICAID PAYMENTS621111$2,790,247$2,790,247

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$238,761TotalRevenueColumnAmt
Related Or Exempt Func Income$238,761RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$24,509,227TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,818,127TotalRevenueColumnAmt
Related Or Exempt Func Income$24,509,227RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,720,284TotalAmt
Program Services$1,720,284ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$22,801,941TotalAmt
Program Services$22,661,407ProgramServicesAmt
Management And General$140,534ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$995,647TotalAmt
Program Services$989,728ProgramServicesAmt
Management And General$5,919ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,359,912TotalAmt
Program Services$3,323,373ProgramServicesAmt
Management And General$36,539ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$172,767TotalAmt
Program Services$171,759ProgramServicesAmt
Management And General$1,008ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$461,636TotalAmt
Program Services$438,221ProgramServicesAmt
Management And General$23,415ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,961TotalAmt
Program Services$6,961ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$216TotalAmt
Program Services$216ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$450,615TotalAmt
Program Services$450,615ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$122,650TotalAmt
Program Services$122,650ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,918,367TotalAmt
Program Services$1,918,367ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BILLING COLLECTION FEES$1,480,622$1,480,622
BAD DEBT EXPENSE$854,371$854,371
PLAN TAX$829,783$829,783
PATIENT EXPENSES$711,976$711,976

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$317,667TotalAmt
Program Services$308,157ProgramServicesAmt
Management And General$9,510ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,205,415TotalAmt
Program Services$35,988,490ProgramServicesAmt
Management And General$216,925ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,102,650BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$170,000BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,272,650BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,321,451BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$224,357BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,545,808BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,726,842BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,726,842BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,272,650BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,387,288ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$6,339,554OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

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Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$0TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700PublicSupportCY170Pct
Public Support PY1700.0PublicSupportPY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090.0PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part I, Line 3 DISCLOSURE FOR NOT FILING SCHEDULE HFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION DOES NOT FILE A SCHEDULE H EVEN THOUGH THE ENTITY MARKS THE HOSPITAL BOX IN SCHEDULE A BECAUSE IT IS NOT REQUIRED TO BE LICENSED, REGISTERED OR SIMILARLY RECOGNIZED BY THE STATE AS A HOSPITAL.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBIN BOWMAN MD
BOARD SECRETARY/PHYSICIAN$1,086,802$0$0$0$516$0$46,000$0$46,273$0$1,179,591$0$0$0
ERIK C KING MD
DIRECTOR/VICE PRESIDENT/BOARD VICE CHAIR/PHYSICIAN$866,569$0$0$0$516$0$46,000$0$249$0$913,334$0$0$0
ANTHONY CHIN MD
DIRECTOR/TREASURER/PHYSICIAN$857,353$0$0$0$276$0$46,000$0$43,344$0$946,973$0$0$0
EARL CHENG MD
DIRECTOR/PRESIDENT/BOARD CHAIR/PHYSICIAN$856,989$0$0$0$792$0$46,000$0$40,844$0$944,625$0$0$0
THOMAS P SHANLEY MD
EX-OFFICIO DIRECTOR/PRESIDENT & CEO LCH$0$1,285,552$0$449,624$0$257,529$0$590,810$0$33,985$0$2,617,500$0$0
THOMAS INGE MD
EX-OFFICIO DIRECTOR/DEPT CHAIR, SURGERY$1,141,504$0$93,813$0$516$0$113,308$0$44,044$0$1,393,185$0$0$0
JEFFREY RASTATTER MD
DIRECTOR/PHYSICIAN$623,534$0$0$0$180$0$46,000$0$40,844$0$710,558$0$0$0
BRENDA DAVIS
FORMER INTERIM CHIEF FINANCIAL OFFICER THROUGH 2/6/23$0$300,377$0$52,988$0$1,348$0$12,986$0$16,477$0$384,176$0$0
FATEMA ZANZI
EVP, CHIEF ADMIN & LEGAL OFFICER, CORP SEC$0$619,075$0$235,530$0$78,348$0$170,345$0$3,539$0$1,106,837$0$0
ALEX P MILLER
SVP, CHIEF FINANCIAL OFFICER$0$579,360$0$177,840$0$788$0$118,228$0$40,740$0$916,956$0$0
MICHAEL C MONGE MD
PHYSICIAN$1,243,353$0$0$0$180$0$46,000$0$49,044$0$1,338,577$0$0$0
OSAMA M ELTAYEB MD
PHYSICIAN$1,159,726$0$0$0$496$0$46,000$0$32,033$0$1,238,255$0$0$0
SANDI K LAM MD
PHYSICIAN$1,188,209$0$0$0$180$0$46,000$0$40,844$0$1,275,233$0$0$0
DAVID S WINLAW MD
PHYSICIAN$2,368,616$0$100,000$0$516$0$46,000$0$49,044$0$2,564,176$0$0$0
AIMEN F SHAABAN MD
PHYSICIAN$988,632$0$98,286$0$516$0$46,000$0$40,844$0$1,174,278$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationPURSUANT TO THE BYLAWS OF CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER ("MEDICAL CENTER"), THE COMPENSATION COMMITTEE OF THE MEDICAL CENTER IS CHARGED WITH REVIEWING AND APPROVING SENIOR EXECUTIVE COMPENSATION FOR THE MEDICAL CENTER AND ITS AFFILIATES (INCLUDING ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO (LURIE CHILDREN'S) AND LURIE CHILDRENS SURGICAL FOUNDATION) AND THE COMPENSATION FOR ANY PHYSICIAN WHO MEETS THE CRITERIA FOR REVIEW AND APPROVAL BY THE 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. THE COMPENSATION PHILOSOPHY IS SUBJECT TO PERIODIC REVIEW BY THE COMPENSATION COMMITTEE FOR CONTINUED APPROPRIATENESS IN THE CURRENT MARKET. WITH THE ASSISTANCE OF INDEPENDENT COMPENSATION CONSULTANTS AND INFORMATION FROM A VARIETY OF SOURCES (SPECIFIED ON SCHEDULE J), THE COMPENSATION COMMITTEE CONFIRMED THE TOTAL AMOUNTS TO BE PAID TO IDENTIFIED EXECUTIVES AND PHYSICIANS WERE REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS TO INDIVIDUALS IN FUNCTIONALLY SIMILAR POSITIONS. LEGAL COUNSEL PERIODICALLY ADVISES THE COMPENSATION COMMITTEE WITH RESPECT TO FEDERAL TAX REQUIREMENTS IN SETTING COMPENSATION AND THE ESTABLISHMENT OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL TAX LAW INTERMEDIATE SANCTIONS RULES. 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 PHYSICIANS, AND HAS CONCLUDED, AS THE RESULT OF A PROCESS THAT IS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, 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 THE MEDICAL CENTER BOARD OF DIRECTORS WHO HAVE BEEN DETERMINED TO BE DISINTERESTED (WHICH MEANS NO COMMITTEE MEMBER HAS A CONFLICT OF INTEREST) FOR THESE PURPOSES. THE COMPENSATION COMMITTEE CONDUCTS AN ONGOING, REGULAR REVIEW OF THE DISINTERESTED STATUS OF ITS MEMBERS, AND WILL SEEK THE RECUSAL FROM DECISIONMAKING OF ANYONE HAVING AN INTEREST WITH RESPECT TO ONE OR MORE EXECUTIVES SO AS TO PRESERVE THE DISINTERESTED STATUS OF THE COMMITTEE AND, AS A RESULT, THE APPLICATION OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planAnn & Robert H. Lurie Children's Hospital of Chicago 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. 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 2024 which is reported in Column B (iii): Thomas P. Shanley, MD $253,173 Fatema Zanzi $77,376 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 2024) 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, 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 paymentsThe 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 the Children's Hospital of Chicago Medical Center (Medical Center) board of directors, which serves as the Compensation Committee of Lurie Children's and Lurie Children's Surgical Foundation, Inc. The Compensation Committee has expressly reviewed the reasonableness of all such payments 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.
Schedule J, Part II RELATED COMPENSATIONTHE FOLLOWING INDIVIDUALS ARE NOT COMPENSATED BY THE REPORTING ORGANIZATION FOR THEIR SERVICE AS DIRECTORS OR OFFICERS OF THE REPORTING ORGANIZATION. Rather, the compensation reported on Form 990, Part VII and on Schedule J, Part II reflects compensation paid by Ann & Robert H. Lurie Children's Hospital of Chicago (Lurie Children's) for the individual's substantial and full-time services as an employee. For more details, please refer to the 2024 Form 990 of Lurie Children's, FEIN 36-2170833. Alex P. Miller Brenda Davis Fatema Zanzi Thomas P. Shanley, MD

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidNET ASSETS TRANSFERRED IN MERGERAssetsDistriOrExpnssPaidDesc
Distribution2024-12-31DistributionDt
Fair Market Value Of Asset$6,339,554FairMarketValueOfAssetAmt
Method Of FMV DeterminationFair Market ValueMethodOfFMVDeterminationTxt
EIN363279680EIN
PersonLCMG INC FKA PFFPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 E Chicago Ave Box 282AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112991ZIPCd
FieldValueIRS element (for citing)
IRC Section501(c)(3)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of SuccessorYes (true)DirectorOfSuccessorInd
Employee Of SuccessorYes (true)EmployeeOfSuccessorInd
Owner Of SuccessorfalseOwnerOfSuccessorInd
Receive CompensationfalseReceiveCompensationInd
Assets DistributedYes (true)AssetsDistributedInd
Required To Notify AGYes (true)RequiredToNotifyAGInd
Attorney General NotifiedYes (true)AttorneyGeneralNotifiedInd
Liabilities PaidYes (true)LiabilitiesPaidInd
Bonds OutstandingfalseBondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule N, Part I, Line 2a Interested person is a director or trustee of successor org.1. Thomas P. Shanley, MD 2. Thomas Inge, MD 3. Earl Cheng, MD
Schedule N, Part I, Line 2b Interested person is an employee or ind. contractor of successor org.1. David S. Winlaw, MD 2. Thomas Inge, MD 3. Michael C. Monge, MD 4. Sandi K. Lam, MD 5. Osama M. Eltayeb, MD 6. Robin Bowman, MD 7. Aimen F. Shaaban, MD 8. Anthony Chin, MD 9. Earl Cheng, MD 10. Erik C. King, MD 11. Jeffrey Rastatter, MD

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTIONLurie Children's Surgical Foundation, Inc. ("LCSF") is an Illinois not for profit corporation and an organization described under section 501(c)(3) of the code. On January 1, 2019, Children's Hospital of Chicago Medical Center ("Parent") (FEIN 36-3357004) became the sole corporate member of LCSF. LCSF employs pediatric surgical specialists and subspecialists. Such physicians are based and practice at Ann & Robert H. Lurie Children's Hospital of Chicago ("Lurie Children's"), another affiliated entity of LCSF, and at the Lurie Children's outreach locations. Lurie Children's offers over 70 types of pediatric subspecialty care, more than any other Illinois hospital. LCSF employs pediatric surgical specialists and subspecialists who provide surgical services to patients of Lurie Children's in the areas of cardiac surgery, fetal surgery, neurosurgery, ophthalmology, orthopaedics, otolaryngology, pediatric surgery, plastic surgery, transplant surgery, and urology. LCSF provides services regardless of the patient's ability to pay. It accepts patients covered by Medicare and Medicaid and provides financial assistance under its financial assistance policy.
Form 990, Part III, Line 3 Significant changes in program servicesEffective January 1, 2025, Lurie Children's Surgical Foundation, Inc., Children's Hospital of Chicago Faculty Practice Plan, Inc., Lurie Children's Pediatric Anesthesia Associates, Lurie Children's Primary Care, Inc., and Lurie Children's Multispecialty Group, Inc. merged with and into Pediatric Faculty Foundation, Inc. Also effective on January 1, 2025, Pediatric Faculty Foundation, Inc. changed its name to Lurie Children's Medical Group, Inc.
Form 990, Part V, Line 2a ALLOCATION OF SALARY EXPENSESANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO PAYS AND ISSUES FORMS W-2 TO EMPLOYEES WHO WORK FOR LURIE CHILDREN'S SURGICAL FOUNDATION, INC. THE ALLOCATION OF THE SALARY COSTS ARE DISCLOSED ON FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES.
Form 990, Part VI, Line 15 EXECUTIVE COMPENSATIONDESCRIPTION OF THE PROCESS BY WHICH THE COMPENSATION OF CERTAIN EXECUTIVES WAS DETERMINED 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. 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 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 stockholdersChildren'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 bodyThe organization's sole corporate member, Children's Hospital of Chicago Medical Center, has certain reserved powers, including the power to appoint and remove physician directors of the organization's board.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersChildren's Hospital of Chicago Medical Center, through its board of directors or designated committee, as the sole corporate member of the organization, has certain reserved powers with respect to appointment and removal of certain 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 bodyThe Audit and Compliance Committee is the committee of the Children's Hospital of Chicago Medical Center ("Medical Center") board charged with the oversight of audit, tax and compliance matters for the parent and affiliates. During a special Audit and Compliance Committee meeting, and before Form 990 was filed, the Audit and Compliance Committee was provided a review of Form 990 by the Chief Financial Officer ("CFO"). The CFO and outside tax advisor also responded to the Audit and Compliance Committee members' questions and afforded them the opportunity for detailed discussion of Form 990, prior to the Audit and Compliance Committee taking action to approve the filing of Form 990. A full copy of the organization's Form 990 was then provided to the respective filing organization's board following the committee's approval. 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 Form 990 to the Medical Center board's Audit and Compliance Committee, the organization's team, including its advisors, met frequently to discuss and review drafts of Form 990. Subsequent to the Audit and Compliance Committee 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 policyOn 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 publicThe 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 RevenueMiscellaneous Operating Income - Total Revenue: 238761, Related or Exempt Function Revenue: 238761, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet Assets Transferred to Pediatric Faculty Foundation, Inc. In Merger - -6339554;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
ALMOST HOME KIDS
7 S 721 ROUTE 53NAPERVILLEIL60540363822010TRANSITION CRIL501(c)(3)10MEDICAL CTRfalse
STANLEY MANNE CHILDREN'S RESC INSTITUTE
225 E CHICAGO AVECHICAGOIL60611363357005RESEARCHIL501(c)(3)4MEDICAL CTRfalse
LURIE CHILDREN'S HOSPITAL OF CHICAGO FDN
225 E CHICAGO AVECHICAGOIL60611363357006FUNDRAISINGIL501(c)(3)7MEDICAL CTRfalse
CHILDREN'S HOSPITAL OF CHICAGO MED CTR
225 E CHICAGO AVECHICAGOIL60611363357004HEALTH CAREIL501(c)(3)10NAfalse
PEDIATRIC FACULTY FOUNDATION INC
225 E CHICAGO AVECHICAGOIL60611363279680HLTH CRE/RSCHIL501(c)(3)10MEDICAL CTRfalse
LURIE CHILDRENS LIABILITY PROTECTION PRG
225 E CHICAGO AVECHICAGOIL60611366638400INSURANCEIL501(c)(3)Type III-FIMEDICAL CTRfalse
LURIE CHILDREN'S
225 E CHICAGO AVECHICAGOIL60611362170833HOSPITALIL501(c)(3)3MEDICAL CTRfalse
CHILDREN'S HOSPITAL OF CHICAGO FPP
737 NORTH MICHIGAN AVECHICAGOIL60611363393780SUPPORTING ORGIL501(c)(3)Type IMEDICAL CTRfalse2040
LURIE CHILDREN'S PEDIATRIC ANESTHESIA ASSOCIATES
225 E CHICAGO AVECHICAGOIL60611371838535HEALTH CAREIL501(c)(3)3MEDICAL CTRfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1LURIE CHILDRENS CIN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 E CHICAGO AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN901025439EIN
Primary ActivitiesCONTRACTING SVCSPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CMMC INSURANCE CO LTDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 E CHICAGO AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN981049532EIN
Primary ActivitiesSELF INSURANCEPrimaryActivitiesTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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