2026-09-24T17:34:28-05:00 2025-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2025-01-01 362352486 ILLINOIS HEALTH AND HOSPITAL ASSOCIATION ILLI 6302765400 1120 EAST DIEHL ROAD 200 NAPERVILLE IL 60563 TERRI L ALLEN ASSISTANT TREASURER/CAO/SVP 6302765400 2026-09-21 1 REBEKUH ELEY P01247672 3126343400 2026-09-21 2025 ARTHUR J WILHELMI 1120 EAST DIEHL ROAD 200 NAPERVILLE IL 60563 33403662 0 X WWW.TEAM-IHA.ORG X 1940 IL TO ADVOCATE FOR AND SUPPORT HOSPITALS AND HEALTH SYSTEMS AS THEY SERVE THEIR PATIENTS AND COMMUNITIES. 27 26 200 315 4497805 546483 1428530 1384652 18953712 21249401 351072 4329190 5111958 4750328 25845272 31713571 0 0 0 0 17979382 18221454 0 0 0 9038886 13591420 27018268 31812874 -1172996 -99303 58000336 64273847 40490055 44501762 17510281 19772085 TO ADVOCATE FOR AND SUPPORT HOSPITALS AND HEALTH SYSTEMS AS THEY SERVE PATIENTS AND COMMUNITIES IN ILLINOIS. 0 0 THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION REPRESENTS THE INTEREST OF THE HOSPITAL AND HEALTHCARE INDUSTRY BEFORE LEGISLATIVE, REGULATORY, AND JUDICIAL BODIES. THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION COMMUNICATES WITH ITS MEMBERS ON TOPICS AFFECTING THE HOSPITAL AND HEALTHCARE INDUSTRY, SUCH AS THE PROMOTION OF QUALITY AND PATIENT SAFETY, BY HOLDING MEETINGS AND BY SPONSORING EDUCATIONAL SEMINARS. THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION ACTS AS A DATA RESOURCE FOR HOSPITALS AND HEALTHCARE RELATED INFORMATION, WHICH IS USED TO IMPROVE QUALITY AND PATIENT SAFETY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 65 0 1 200 1 1 1 0 0 0 0 0 1 0 X 27 26 1 0 0 1 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TERRI L ALLEN 6302765400 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 X ARTHUR J WILHELMI PRESIDENT AND TRUSTEE 30.00 10.00 X X 1394342 0 276189 JP GALLAGHER PAST CHAIRMAN AND TRUSTEE 1.00 0.00 X X 0 0 0 SHAWN VINCENT CHAIRMAN AND TRUSTEE 1.00 0.00 X X 0 0 0 DAMOND BOATWRIGHT CHAIR ELECT AND TRUSTEE 1.00 0.00 X X 0 0 0 DIA NICHOLS TREASURER AND TRUSTEE 1.00 0.00 X X 0 0 0 KIM UPHOFF SECRETARY AND TRUSTEE 1.00 0.00 X X 0 0 0 TRAVIS ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 JOHN ANTES TRUSTEE 1.00 0.00 X 0 0 0 TRACEY BAUER TRUSTEE 1.00 0.00 X 0 0 0 NED BUDD TRUSTEE 1.00 0.00 X 0 0 0 TRINA CASNER TRUSTEE 1.00 0.00 X 0 0 0 MIKE CRUZ MD TRUSTEE 1.00 0.00 X 0 0 0 POLLY DAVENPORT TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM H DAVIS TRUSTEE 1.00 0.00 X 0 0 0 THOMAS J DOHM TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM DORSEY MD TRUSTEE 1.00 0.00 X 0 0 0 RAYMOND GRADY TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH GRAVES TRUSTEE 1.00 0.00 X 0 0 0 DAMON HARBISON TRUSTEE 1.00 0.00 X 0 0 0 TOM JACKIEWICZ TRUSTEE 1.00 0.00 X 0 0 0 PHILLIP KAMBIC TRUSTEE 1.00 0.00 X 0 0 0 OMAR B LATEEF DO TRUSTEE 1.00 0.00 X 0 0 0 THOMAS MCAFEE TRUSTEE 1.00 0.00 X 0 0 0 LESLIE M ROGERS TRUSTEE 1.00 0.00 X 0 0 0 ROB SCHMITT TRUSTEE 1.00 0.00 X 0 0 0 TOM SHANLEY MD TRUSTEE 1.00 0.00 X 0 0 0 KARISSA TURNER TRUSTEE 1.00 0.00 X 0 0 0 TERRI L ALLEN ASSISTANT TREAS/CAO/SVP 35.00 5.00 X 425668 0 47420 KAREN HARRIS ASSIST SEC/SVP/CHIEF COUNSEL 31.25 8.75 X 470080 0 49168 TIMOTHY NUDING SVP MEMBERSHIP AND FINANCE 37.00 3.00 X 463738 0 37663 JOANNA FARRERE SVP HR AND ADMINISTRATION 38.00 2.00 X 434039 0 58810 DAVID GROSS SENIOR VICE PRESIDENT 40.00 0.00 X 468535 0 34587 JORDAN POWELL SVP HEALTH POLICY & FINANCE 40.00 0.00 X 394136 0 47016 EDWARD HOLZHAUER SENIOR VICE PRESIDENT (UNTIL 8/25) 4.00 36.00 X 421056 0 45916 PATRICK SONIN VICE PRESIDENT 40.00 0.00 X 342348 0 72031 MICHAEK WAHL MEDICAL DIRECTOR 2.00 38.00 X 313110 0 47531 5127052 0 716331 107 0 1 0 DEVELOPMENT SOLUTIONS INC 1900 SPRING ROAD OAKBROOK IL 60523 CONSTRUCTION SERVICES 3596137 SENTINEL TECHNOLOGIES PO BOX 85080 CHICAGO IL 60680 IT CONSULTING SERVICES 1231222 HOSPITAL INDUSTRY DATA INSTITUTE PO BOX 60 JEFFERSON CITY MO 65102 DATA SERVICES 656343 THE STRATEGY GROUP LLC 500 W MADISON STREET CHICAGO IL 60661 DIRECT MAIL SERVICES 588122 VAST 1319 BUTTERFIELD ROAD DOWNERS GROVE IL 60515 IT CONSULTING SERVICES 310791 19 1384652 1384652 MEMBERSHIP DUES 900099 12472998 12472998 DATA SERVICES 518210 4911434 4891692 19742 QUALITY SERVICES 900099 2476019 2476019 REGISTRATION FEES 900099 1082100 162408 919692 SPONSORSHIP REVENUE 900099 306850 79280 227570 21249401 324342 324342 341999 454720 -112721 -112721 -112721 80322 5159897 0 1235371 80322 3924526 4004848 4004848 ADMIN. & SUPPORT SVCS. 561499 4859022 1416000 3443022 OTHER INCOME 900099 3527 3527 PUBLICATIONS 900099 500 500 4863049 31713571 21501924 4497805 4329190 X 3670171 11700797 837864 1265803 746819 260969 452466 689518 26525 3206909 320287 2524999 766383 244833 630819 122859 134657 SUB AWARD GRANTS 3512018 INCOME TAX 266000 BAD DEBT 134080 MEMBERSHIPS AND REGISTR 100712 197386 31812874 4243337 5143760 14429564 11385099 241994 2130683 188173 292543 1630645 1307168 8315997 3239378 526190 5076619 29867265 33501795 42000 42000 6831168 5394180 58000336 64273847 8851080 9319682 6153712 6069188 25485263 29112892 40490055 44501762 X 17510281 19772085 17510281 19772085 58000336 64273847 -99303 2405109 -44002 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 2419506 2102551 316955 3595726 139834 3455892 1804152 996993 807159 496613 496613 5076619 RIGHT-OF-USE ASSETS 5394180 5394180 DUE TO/FROM AFFILIATES 23401832 OPERATING LEASE LIABILITIES 5711060 29112892 X PART X, LINE 2: THE ILLINOIS HEALTH AND HOSPITAL ASSOCIATION (THE ASSOCIATION) HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT IT IS EXEMPT FROM TAXATION ON INCOME RELATED TO THEIR EXEMPT PURPOSES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(6). AS AN EXEMPT ORGANIZATION, THE ASSOCIATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME. THE ASSOCIATION ACCOUNTS FOR INCOME TAXES USING THE PROVISIONS OF ASC 740, INCOME TAXES. UNDER ASC 740, DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES AND LAWS EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. A VALUATION ALLOWANCE IS PROVIDED WHEN IT IS MORE LIKELY THAN NOT THAT SOME PORTION OF DEFERRED TAX ASSETS WILL NOT BE REALIZED. AS OF DECEMBER 31, 2025 AND 2024, THE ASSOCIATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. X 1 1 X X X X 0 1 0 ARTHUR J WILHELMI PRESIDENT AND TRUSTEE 1087413 0 300227 0 6702 0 272802 0 3387 0 1670531 0 254057 0 KAREN HARRIS ASSIST SEC/SVP/CHIEF COUNSEL 370280 0 72172 0 27628 0 29750 0 19418 0 519248 0 0 0 DAVID GROSS SENIOR VICE PRESIDENT 364162 0 64595 0 39778 0 29750 0 4837 0 503122 0 0 0 TIMOTHY NUDING SVP MEMBERSHIP AND FINANCE 364402 0 64630 0 34706 0 29750 0 7913 0 501401 0 0 0 JOANNA FARRERE SVP HR AND ADMINISTRATION 362727 0 66410 0 4902 0 29750 0 29060 0 492849 0 0 0 TERRI L ALLEN ASSISTANT TREAS/CAO/SVP 372412 0 45548 0 7708 0 29750 0 17670 0 473088 0 0 0 EDWARD HOLZHAUER SENIOR VICE PRESIDENT (UNTIL 8/25) 322974 0 77479 0 20603 0 29750 0 16166 0 466972 0 0 0 JORDAN POWELL SVP HEALTH POLICY & FINANCE 315344 0 60740 0 18052 0 28971 0 18045 0 441152 0 0 0 PATRICK SONIN VICE PRESIDENT 303140 0 35644 0 3564 0 29498 0 42533 0 414379 0 0 0 MICHAEK WAHL MEDICAL DIRECTOR 275327 0 34219 0 3564 0 7945 0 39586 0 360641 0 0 0 PART I, LINE 1A THE COMPANY PAYS THE MEMBERSHIP FEES FOR THE UNIVERSITY CLUB OF CHICAGO FOR THE CEO, ARTHUR J. WILHELMI. CLUB FACILITIES ARE USED FOR BUSINESS PURPOSES. PART I, LINE 4B THE FOLLOWING AMOUNT WAS CONTRIBUTED TO A NONQUALIFIED RETIREMENT PLAN: ARTHUR J. WILHELMI - $243,052 THE FOLLOWING AMOUNTS WERE DISTRIBUTED DURING THE YEAR FROM THE NONQUALIFIED RETIREMENT PLAN (CODA): ARTHUR J. WILHELMI: $254,057 FORM 990, PART I, LINE 5 AND PART V, LINE 2A: THE TOTAL NUMBER OF EMPLOYEES REPORTED ON IHA'S W-3 FOR 2025 WAS 200 OF WHICH MCHC CHICAGO HOSPITAL COUNCIL HAD COMMON LAW EMPLOYEES OF 29 AND MIDWEST ALLIANCE FOR PATIENT SAFETY HAD COMMON LAW EMPLOYEES OF 2. FORM 990, PART VI, SECTION A, LINE 2 THE ENTITY'S BOARD IS COMPROMISED OF THE FOLLOWING INDIVIDUALS WHO ARE ALSO ON THE BOARD(S) OR AN OFFICER OF ONE OR MORE RELATED ORGANIZATIONS: ARTHUR J. WILHELMI. THE ENTITY'S FOLLOWING OFFICERS ARE INDIVIDUALS WHO ARE ALSO ON THE BOARD(S) OR AN OFFICER OF ONE OR MORE RELATED ORGANIZATIONS: ARTHUR J. WILHELMI, TERRI L. ALLEN, KAREN HARRIS, AND TIMOTHY NUDING. FORM 990, PART VI, SECTION A, LINE 5 IN DECEMBER 2025, IHA WAS THE VICTIM OF A TARGETED SPEAR PHISHING ATTACK THAT RESULTED IN PAYMENT AGGREGATING $500,000. SUBSTANTIALLY ALL OF THE PAYMENTS TO THE FRAUDULENT ACCOUNTS WERE SUBSEQUENTLY RECOVERED BY IHA'S BANK. ADDITIONAL RECOVERIES UNDER A CRIME INSURANCE POLICY ARE PENDING. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO CLASSES OF MEMBERS: VOTING AND NON-VOTING. VOTING MEMBERS CONSIST OF (I) HOSPITALS FOR THE DIAGNOSIS AND TREATMENT OF PERSONS, LICENSED BY THE STATE OF ILLINOIS OR OTHERWISE PERMITTED TO OPERATE IN ILLINOIS AND (II) SUCH OTHER CATEGORIES OF MEMBERS, DETERMINED BY THE BOARD OF TRUSTEES, AS ELIGIBLE TO VOTE. ALL OTHER MEMBERS SHALL BE NON-VOTING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL BE COMPOSED OF INDIVIDUALS ELECTED AS TRUSTEES, THE IMMEDIATE PAST CHAIR OF THE BOARD, THE CHAIR, THE CHAIR-ELECT, THE PRESIDENT, EX-OFFICIO. THE BOARD SHALL BE ELECTED ANNUALLY BY THE VOTING MEMBERS OF IHA. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS HAVE THE FOLLOWING RETAINED RIGHTS: (I) TO ELECT AND REMOVE TRUSTEES OF THE ASSOCIATION; (II) TO ELECT THE CHAIR-ELECT OF THE ASSOCIATION AND, CONCURRENT WITH THE RIGHT OF THE BOARD OF TRUSTEES, TO REMOVE THE CHAIR, CHAIR-ELECT, TREASURER OR SECRETARY OF THE ASSOCIATION; (III) TO PROPOSE AND APPROVE AMENDMENTS TO THESE BYLAWS; (IV) TO APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE ASSOCIATION; AND (V) TO AMEND THE ASSOCIATION'S ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S FINANCE STAFF, WITH THE ASSISTANCE FROM THE LEGAL DEPARTMENT, GATHER THE INFORMATION NEEDED TO PREPARE THE FORM 990. THE FORM IS PREPARED AND REVIEWED BY THE ASSOCIATION'S OUTSIDE TAX CONSULTING FIRM, RSM US LLP. AFTER RSM'S REVIEW, THE FINAL VERSION IS THEN FURTHER REVEIWED, AND SIGNED BY THE ASSOCIATION'S CHIEF ACCOUNTING OFFICER. A COPY OF THE RETURN IS SENT TO THE ASSOCIATION'S BOARD OF TRUSTEES AND FINANCE AND AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE REVIEWED, COMPLETED AND SIGNED BY BOARD MEMBERS AND OFFICERS OF THE ENTITY. THESE ARE REVIEWED BY HUMAN RESOURCES STAFF AND SENIOR MANAGEMENT. WHEN A DIRECTOR OR OFFICER IS AWARE OF A CONFLICT OR POTENTIAL CONFLICT OF INTEREST FOR HIMSELF/HERSELF OR A FAMILY MEMBER, THE DIRECTOR OR OFFICER MUST DISCLOSE IT TO THE BOARD OR THE COMPLIANCE OFFICER OF ILLINOIS HEALTH AND HOSPITAL ASSOCIATION. AFTER DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, THE REMAINING BOARD MEMBERS OR OFFICERS, AS THE CASE MAY BE, WOULD DECIDE IF A CONFLICT EXISTS. IF A CONFLICT IS DEEMED TO EXIST, THAT BOARD MEMBER OR OFFICER, AS THE CASE MAY BE, IS NOT ALLOWED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE, COMPRISED OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF THE IHA'S CEO AND OTHER OFFICERS AND KEY EMPLOYEES. AN INDEPENDENT COMPENSATION CONSULTANT, AS WELL AS COMPENSATION STUDIES OF OTHER SIMILAR ORGANIZATIONS ARE UTILIZED IN THE PROCESS. THE COMPENSATION COMMITTEE DOCUMENTS ALL COMPENSATION DECISIONS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ILLINOIS HEALTH AND HOSPITAL ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1: FOR THE EASE OF BENEFIT ADMINISTRATION AND PAYROLL TAX REPORTING REQUIREMENTS, ILLINOIS HEALTH AND HOSPITAL ASSOCIATION SERVES AS THE PAYROLL ADMINISTRATOR FOR ALL EMPLOYEES OF THE ASSOCIATION AND ITS RELATED SUBSIDIARY CORPORATIONS. CERTAIN OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES PROVIDED SERVICES, SUCH AS ACCOUNTING AND INFORMATION TECHNOLOGY SUPPORT, AND DIRECT PROGRAM OVERSIGHT TO OUR SUBSIDIARY ORGANIZATIONS. TIME SPENT ON SUBSIDIARY ACTIVITIES BY THESE CERTAIN EMPLOYEES RANGES FROM 5% TO 100%. IHA IS REIMBURSED FOR THESE SERVICES BY THE SUBSIDIARY ORGANIZATIONS RECEIVING THE SERVICES. FORM 990, PART IX, LINE 11G SERVICE FEES 3,206,909. ILLINOIS HOSP RESEARCH & EDUC FOUND 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 237421930 EDUCATION/RESEARCH IL 501(C)(3) LINE 12A, TYPE I IHA 1 MIDWEST ALLIANCE FOR PATIENT SAFETY 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 272552683 EDUCATION IL 501(C)(3) LINE 12A, TYPE I IHA 1 MCHC CHICAGO HOSPITAL COUNCIL 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 362167008 HEALTHCARE SUPPORT IL 501(C)(3) LINE 7 IHA 1 MCHC EMPLOYEES BENEFIT TRUST 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 363031209 EMPLOYEE BENEFITS IL 501(C)(9) N/A 0 ASSOCIATION VENTURE CORPORATION 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 363507989 HOLDING COMPANY IL IHA C -2276607 -7660287 1.00000 1 ASSOCIATION MANAGEMENT RESOURCES 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 363063484 PURCH PRG & DATA IL AVC C 3746575 11679081 1.00000 1 ILLINOIS RISK MANAGEMENT SERVICES 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 363100207 CLAIMS RISK MGT. IL AVC C 12215269 25551192 1.00000 1 MEDICAL ALLIANCE INSURANCE COMPANY 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 320097644 PHYS PL INSURANCE IL AVC C 3200018 66783673 1.00000 1 MCHC - SERVICE CORPORATION 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 363404171 HEALTHCARE SUPPORT IL AVC C -460186 -16156364 1.00000 1 IHA HUMAN CAPITAL SERVICES INC 1120 EAST DIEHL ROAD SUITE 200 NAPERVILLE IL 60563 320541199 HR SERVICES IL AVC C 1855865 4173688 1.00000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 ASSOCIATION MANAGEMENT RESOURCES A 20500 COST ILLINOIS RISK MANAGEMENT SERVICES A 186550 COST IHA HUMAN CAPITAL SERVICES INC A 34810 COST ASSOCIATION MANAGEMENT RESOURCES O 1412213 COST ILLINOIS RISK MANAGEMENT SERVICES O 9098778 COST IHA HUMAN CAPITAL SERVICES INC O 1039822 COST MCHC - SERVICE CORPORATION O 76980 COST MCHC - SERVICE CORPORATION P 240627 COST ASSOCIATION MANAGEMENT RESOURCES Q 740603 COST IHA HUMAN CAPITAL SERVICES INC Q 221492 COST ILLINOIS RISK MANAGEMENT SERVICES Q 183277 COST ASSOCIATION MANAGEMENT RESOURCES R 3344986 COST ILLINOIS RISK MANAGEMENT SERVICES R 10609172 COST IHA HUMAN CAPITAL SERVICES INC R 1741185 COST MCHC - SERVICE CORPORATION S 460186 COST ASSOCIATION VENTURE CORPORATION S 79100 COST