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Ann & Robert H. Lurie Children's Hospital of Chicago Foundation ("Lurie Children's Foundation"), an Illinois not for profit corporation and an organization described under Section 501(c)(3) of the Code, is responsible for fundraising for the Children's Hospital of Chicago Medical Center ("Parent") (FEIN 36-3357004), Lurie Children's Foundation's sole corporate member, and the Parent's affiliated tax-exempt organizations. Lurie Children's Foundation works with Ann & Robert H. Lurie Children's Hospital of Chicago ("Lurie Children's") to coordinate fundraising. Much of the fundraising conducted is directly contributed to Lurie Children's. Gifts received by Lurie Children's Foundation are primarily held by and available for distribution to Lurie Children's, Ann & Robert H. Lurie Children's Hospital of Chicago Research Center ("Lurie Children's Research Center"), and to the other tax-exempt affiliates of the Parent, as appropriate, or as may be designated by the donor. Lurie Children's Foundation seeks to secure the financial resources for Lurie Children's and its affiliates needed to remain leaders in pediatric health care, research, education and advocacy. Lurie Children's Foundation fundraising activities include programs to develop major gifts, leadership gifts, planned giving and annual gifts. Lurie Children's Foundation receives fundraising support from fundraising organizations and an active team of volunteers to cultivate and secure contributions that advance the mission of Lurie Children's and its affiliates. These organizations devote fundraising efforts entirely or in part to Lurie Children's and its affiliates. Fundraising appeals by such organizations are coordinated with the Foundation's fundraising activities in order to avoid conflicting solicitations and to focus support on identified priorities.
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RESTRICTED
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1614953
1614953
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true
Ruffalo Cody
65 Kirkwood North Road SW
Cedar Rapids
IA
52404
see part iv
false
10000
10132
-132
ArtsMarketing
260 King Street East
Suite 500
Toronto
CA
M5A 4L5
see part iv
false
0
50000
-50000
Thompson Associates
112 Westwood Pl 250
Brentwood
TN
37027
see part iv
false
0
49500
-49500
Russ Reid Company
2 North Lake Avenue
Suite 600
Pasadena
CA
91101
see part iv
false
983359
515767
467592
Donor Care Center
480 W Tuscarawas Ave
Barberton
OH
44203
see part iv
false
82006
36787
45219
1075365
662186
413179
IL
Gala
1489351
1266175
223176
136640
173364
25150
92888
Radiothon-Mix
1460674
1460674
32872
3644
34000
215
7784187
5570970
2213217
2384282
10734212
8297819
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2882840
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57209
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270450
160000
57209
217209
53241
IL
true
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false
false
1.00000
Mary Pelican
225 East Chicago Avenue
Chicago
IL
60611
false
Mary Pelican
0
Director of Finance
X
false
RUFFALO CODY - professional telemarketing services
Foundation paid a flat fee of $10,132 to Ruffalo Cody (based in Iowa) for their telemarketing services to support the LAG (Lead Annual Gift) fundraising effort. Foundation received $10,000 in revenue as a result of the telemarketing efforts which is reported in Statement of Revenue (Part VIII, Line 1f). Contract ended in October 2012 with vendor. ArtsMarketing Services - Planned Giving consultant Phone marketing program to talk to donors about charitable planned gifts. There is no money that exhanges hands at this time and as such zero reflected in above 990's. This is deferred giving (800 hours of phone marketing). Thompson & Associates - Planned Giving consultant Provides planned giving expertise and leads donors through a personalized and comprehensive charitable estate planning process to the Hospital. (no money received in FY13 as these are all deferred gifts). RUSS REID - Direct response / annual giving Foundation paid a total of $1,036,361 to Russ Reid during FY13 to provide direct mail packages, design and services. The total piece that is related to their consulting fee and design/publication fee is only $515,767 and the other $520,594 relates to printing, production, material design, etc. Foundation received $983,359 in contributions as a result of the direct mail efforts which is reported in Statement of Revenue (Part VIII, Line 1f). DONOR CARE CENTER, INC - telemarketing/phone solicitations Foundation received $82,006 in contributions as a result of the telemarketing efforts which is reported in Statement of Revenue (Part VIII, Line 1f).
true
LURIE CHILDREN'S
225 E CHICAGO AVE
CHICAGO
IL
60611
362170833
501(c)(3)
193950
MISSION SUPPORT
LURIE CHILDREN'S
225 E CHICAGO AVE
CHICAGO
IL
60611
362170833
501(c)(3)
8125878
MISSION SUPPORT
1
0
Form 990, Schedule I
Description of Organization's Procedures for Monitoring the Use of Grants
Foundation Finance Management reviews all philanthropic funds on a regular basis. Financial fund management reports are generated monthly and distributed electronically to all Fund Administrators and Directors for review. Fund Accountants work with Administrators and Directors regularly to monitor activity, to ensure compliance with donor intent, and to review appropriateness of expenditures against budgetary guidelines and donor direction.
false
true
false
false
false
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false
false
LEON G EPSTEIN MD
DIRECTOR
0
313253
0
28675
0
1524
0
25000
0
0
368452
0
0
THOMAS P GREEN MD
EX-OFFICIO DIR/PRES&CHAIR PFF
0
511961
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198889
0
792
0
25000
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31990
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768632
0
0
MARY JC HENDRIX PHD
EX-OFF DIR PRS/SI OFF RCH. CTR
0
502280
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89428
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516
0
66028
0
20987
0
679239
0
0
MICHAEL KELLEHER MD
EX-OFFICIO DIR/CMO, HOSP.
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322917
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18918
0
516
0
25000
0
29083
0
396434
0
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PATRICK M MAGOON
EX-OFF DIR/CEO, MED CTR/HOSP.
0
706384
0
740395
0
28597
0
873442
0
14600
0
2363418
0
53837
EDWARD OGATA MD
EX-OFFICIO DIR/CMO/HOSP.
0
385385
0
226065
0
20423
0
26980
0
17684
0
676537
0
0
ROBIN H STEINHORN MD
DIRECTOR PFF/MD
0
359436
0
0
430
0
25000
0
1607
0
386473
0
0
THOMAS J SULLIVAN
PRES. & EX-OFFICIO DIRECTOR
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338554
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292835
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26328
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24244
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25322
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707283
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69460
ALICE G ARCHABAL
V.P. DEVELOPMENT FNDTN.
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205876
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52624
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8378
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16099
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21324
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304301
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PAULA M NOBLE
CFO/TREAS./MED. CTR. & AFFILTS
0
379215
0
216308
0
16459
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206069
0
13477
0
831528
0
0
DONNA S WETZLER
GEN CNSL&CORP SEC/MED.CTR &AFF
0
280850
0
164602
0
767514
0
23176
0
18596
0
1254738
0
757282
SHERWOOD D ZELLERMAYER
CHIEF COMMUNICATIONS OFFICER
0
199911
0
81212
0
2339
0
21242
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13279
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317983
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Supplemental Compensation Information
Schedule J, Part I, Line 3
Pursuant to the bylaws of Children's Hospital of Chicago Medical Center ("Medical Center"), the Governance Committee of the Medical Center is charged to review and approve senior executive compensation for the Medical Center and its affiliates. The Governance 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/Chief Executive Officer and the other senior managers. The compensation philosophy is subject to periodic review for continued appropriateness by the Governance Committee. With the assistance of a compensation consultant and information from a variety of sources (specified on Schedule J), the Governance Committee confirmed the total amounts to be paid were reasonable and comparable to amounts paid by similarly situated organizations. Outside legal counsel also serves an integral role in advising the Governance 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 Governance Committee, including a description of the data relied upon and the Governance Committee's decisions, was thoroughly and contemporaneously documented. The Governance 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, that all such amounts are reasonable and do not exceed fair market value for the services provided. The Governance Committee was comprised of members of the Medical Center and the Ann and Robert H. Lurie Children's Hospital of Chicago Boards of Directors who were determined to be disinterested for these purposes. The Governance Committee conducts an ongoing, regular 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. Schedule J, part I, Question 4b The following listed individuals have an amount included in Schedule J, Part II, Column (C) for an amount accrued but not vested under THE MEDICAL CENTER supplemental executive retirement plan ("SERP"): Patrick Magoon $719,218 Paula M. Noble $179,575 Benefits earned under the SERP are non-vested forms of deferred compensation that fund the employee's eventual retirement benefit. These benefits are provided in exchange for all of the employee's years of service to the organization, and the cost of the benefits will vary from year to year based on interest rates, age, and many other factors. The amounts are at risk and will not be paid unless and until the employee has provided substantial future services to the organization. Benefits under the SERP vest at age 62, and are forfeited if the employee leaves the organization voluntarily before age 62 (except upon the sole discretion of the Board, and only if the participant has reached at least age 55 with at least 10 years of service). Participants who voluntarily leave the organization before age 55 forfeit their entire SERP benefit upon termination. Also in response to question 4b, Donna S. Wetzler received a vested payment of $765,622 from the supplemental retirement benefits under the SERP, and therefore had multi-year SERP benefits included in her taxable income. In this case, the taxable amount represents the vested value of benefits earned over many years of service to the organization, and which were taxable and paid in 2012. The vast majority of the SERP payment was reported on prior Form 990's as deferred compensation as the benefits were being earned. Schedule J, part II The following individuals are not compensated by the reporting organization for his or her service as a director. Rather, the compensation reported on Form 990, Part VII and on Schedule J, Part II reflects compensation paid by Pediatric Faculty Foundation for the individual's substantial and full-time services as an employee. For more details, please refer to the 2012 Form 990 of Pediatric Faculty Foundation, FEIN 36-3279680. Thomas P. Green, MD Mary J. C. Hendrix, PhD The following individuals are not compensated by the reporting organization for his or her service as a director or officer. 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 2012 Form 990 of Lurie Children's, FEIN 36-2170833. Alice G. Archabal Patrick M. Magoon Paula M. Noble Edward Ogata, MD Thomas J. Sullivan Donna S. Wetzler Sherwood D. Zellermayer
JPMORGAN CHASE
L. CROWN'S SON IS A DIR
285807
FINANCIAL SERVICES
false
JPMORGAN CHASE
P.CROWN'S SPOUSE IS A DIR
285807
FINANCIAL SERVICES
false
BANK OF AMERICA
STEPHANS'S SPOUSE IS OFCR
169403
FINANCIAL SERVICES
false
X
14
182579
Median price
false
true
true
Use of outside parties to solicit, process, or sell noncash contributions
Schedule M, Part I, Line 32b
ALL SECURITIES (NON-CASH DONATIONS) ARE SENT DIRECTLY TO NORTHERN TRUST. NORTHERN TRUST AS CUSTODIAN AND BROKER SELLS THE SECURITIES IMMEDIATELY. FOR DONOR RECOGNITION PURPOSES, GIFTS ARE VALUED AT THE MEDIAN PRICES ON THE DAY THE SECURITIES ARE RECEIVED. FOR ACCOUNTING PURPOSES, VALUES ARE RECONCILED MONTHLY FOR ANY GAIN/LOSS ON THE SALE OF SECURITIES.
Explanation of Negative Net Assets/Fund Balance
Part I, Line 22
In 2009, the board of the hospital approved the consolidation of ownership of the investment assets on the books of the hospital. All balances of cash, restricted investments, restricted net assets, pledge receivable, annuities, and securities lending that were previously on the Foundation's books were re-designated to the Hospital's books. While the Foundation no longer reports these restricted assets of cash contributions from donors or donor related events on its books, the Foundation does still bear the expenses related to all fundraising events and activities. Allocation of Salary Expenses Form 990, Part V, Question 2 Ann & Robert H. Lurie Children's Hospital of Chicago ("Lurie Children's") pays and issues Forms W-2 to employees who work for Ann & Robert H. Lurie Children's Hospital of Chicago Foundation (Lurie Children's Foundation). The allocation of the salary costs are disclosed on Form 990, Part IX, Statement of Functional Expenses. DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 *Paula Crown has a business relationship with Michael Canmann. *Lester Crown has a business relationship with Michael Canmann. *Lester Crown is the father-in-law of Paula H. Crown. *Edward J. Wehmer and Charles James III have a business relationship. *Jennifer Just has a business relationship with Joseph Scoby. *Arlington Guenther has a business relationship with Barry Masek. *Michael P. Goldman has a business relationship with Keith W. Jaffee. *Julie Howard, Linda Wolf and Richard Heise have business relationships.
Description of Classes of Members or Stockholders
Form 990, Part VI, Question 6
Children's Hospital of Chicago Medical Center ("Medical Center") is the organization's sole corporate member.
Description of Classes of Persons and the Nature of Their Rights
Form 990, Part VI, Question 7a
The organization's sole corporate member, the Medical Center, has certain reserved powers, including the power to appoint and remove all directors of the organization.
Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights
Form 990, Part VI, Question 7b
The 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 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.
Describe the Process used by Management &/or Governing Body to Review 990
Form 990, Part VI, Question 11B
A public disclosure copy of the organization's fiscal year 2013 Form 990 was provided to each member of the Medical Center and Lurie Children's Audit Committee (of the Board). The Audit Committee is the Committee of the Medical Center charged with the oversight of audit and tax matters for the parent and affiliates. During a special audit committee meeting, and before the Form 990 was filed, the Audit Committee was provided a detailed review of the Form 990 by the Chief Financial Officer ("CFO") and the organization's Director of Tax Compliance. The CFO and Director of Tax Compliance also responded to the Audit Committee Members' questions and afforded the opportunity for detailed discussion of the form 990, prior to the Audit Committee taking action to approve the filing of the Form 990. 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 the Form 990. These advisors worked closely with the organization's finance and internal legal personnel and other members of the organization's team assembled to participate in the preparation of the Form 990. Prior to presenting the Form 990 to the board's audit committee, the organization's team, including its advisors, met frequently to discuss and review drafts of the form.
Description of Process to Monitor Transactions for Conflicts of Interest
Form 990, Part VI, Question 12c
On an annual basis, the Medical Center and its affiliates submit a comprehensive questionnaire to Board Members, senior management and purchasing personnel requiring disclosure of all interests that could give rise to actual or potential conflicts of interest. The Medical Center initiates follow up contact with 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 its Governance Committee. Pursuant to the conflicts of interest policy of the Medical Center and affiliates ("Corporation"), directors, officers, physician leaders, and others who are subject to the policy are required To promptly and fully disclose in writing any actual, apparent or potential conflict of interest to the president of the Corporation and General Counsel. This disclosure shall be provided to the Governance Committee of the Corporation which shall consider all conflicts of interest issues and, if appropriate, shall provide such written disclosure to the directors, board committees considering the proposed transaction or other appropriate parties. In addition, on an annual basis, the corporation surveys each individual subject to the policy as to the existence of actual or potential conflicts of interest. The corporation will not enter into an agreement, transaction or other arrangement involving a conflict of interest unless the disinterested members of the governance committee of the corporation's Board of Directors determine by a majority vote that appropriate safeguards to protect the charitable mission of the corporation have been implemented. The subject interested person may not be present when the vote is taken. If it is determined that a conflict of interest exists, a disinterested person or committee of disinterested members may be assigned to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the Board or Committee shall determine whether the Corporation can obtain a more advantageous transaction or arrangement, with reasonable efforts, from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board or committee shall determine by a majority vote of the disinterested directors whether the transaction is in the Corporation's best interest and for its own benefit and whether the transaction is fair and reasonable to the Corporation, and shall make its decision as to whether to enter into the transaction or arrangement.
Offices & Positions for Which Process was Used, & Year Process was Begun
Form 990, Part VI, Questions 15a & 15b
The authority to review and approve executive compensation has been delegated to the Governance Committee of the Medical Center Board of Directors ("Governance Committee"). The Governance 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 and the other senior managers. The compensation philosophy is subject to periodic review for continued appropriateness by the Governance Committee. With the assistance of an independent compensation consultant and information from a variety of sources, such as compensation surveys, the Governance Committee confirmed the total amounts to be paid were reasonable and comparable to amounts paid by similarly situated organizations. Outside legal counsel also serves an integral role in advising the governance committee with respect to federal tax requirements in setting compensation and the establishment of the rebuttable presumption of reasonableness. The process followed by the governance committee, including a description of the data relied upon and the governance Committee's decisions, was thoroughly and contemporaneously documented. The Governance 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 rendered. The Governance Committee was comprised of members of the Medical Center and the Lurie Children's Boards of Directors who were determined disinterested for these purposes. The Governance 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.
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public
Form 990, Part VI, Question 19
The organization's financial statements are publicly available online at www.dacbond.com. The 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. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 Founder's Board Activity ($132,320)
LURIE CHILDREN'S HOSP OF CHIC RSCH CTR
225 E CHICAGO AVE
Chicago
IL
60611
363357005
RESEARCH
IL
501(c)3
4
Medical Ctr
false
PEDIATRIC FACULTY FOUNDATION INC
225 E CHICAGO AVE
CHICAGO
IL
60611
363279680
HLTH CRE/RSCH
IL
501(c)3
11 III-FI
Medical Ctr
false
CHILDREN'S HOSPITAL OF CHICAGO MED CTR
225 E CHICAGO AVE
CHICAGO
IL
60611
363357004
Health Care
IL
501(c)3
11 III-FI
NA
false
LURIE CHILDREN'S
225 E CHICAGO AVE
CHICAGO
IL
60611
362170833
Hospital
IL
501(c)3
3
Medical Ctr
false
CMH SELF INSURANCE FOUNDATION
225 E CHICAGO AVE
CHICAGO
IL
60611
366638400
INSURANCE
IL
501(c)3
11 III-FI
Medical Ctr
false
KINDNESS IS DOING SOMETHING SPCL FR KIDS
1 S DEARBORN ST
CHICAGO
IL
60603
363778441
SUPPORT
IL
501(c)3
7
medical ctr
false
CMMC INSURANCE CO LTD
225 E CHICAGO AVE
Chicago
IL
60611
000000000
SELF INSURANCE
CJ
MEDICAL CTR
CORPORATION
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true
true
false
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