2025-11-14T07:56:54-06:00 2024-12-31 990 2024-01-01 352230515 MIDWEST HEALTH FOUNDATION MIDW 6303127504 120 N OAK STREET HINSDALE IL 60521 MEGHAN MORENO VICE PRESIDENT 2242734113 2025-11-07 0 2024 2025-03-06 01:10:19Z MONICA REED MD 120 N OAK STREET HINSDALE IL 60521 1467045 0 X WWW.UCHICAGOMEDICINEADVENTHEALTH.ORG/FOUNDATIONS X 2004 IL SUPPORT OF THREE AFFILIATED TAX-EXEMPT HOSPITAL ORGANIZATIONS AND ONE RELATED TAX-EXEMPT FOUNDATION ORGANIZATION. 12 11 0 68 0 0 462766 1230655 968495 0 242215 170225 -30033 -46327 1643443 1354553 957671 610578 0 0 0 0 0 0 0 230227 281529 1187898 892107 455545 462446 3062210 3317081 19450 27606 3042760 3289475 CONDUCT FUND-RAISING AND OTHER PHILANTHROPIC ACTIVITIES IN SUPPORT OF AND FOR THE BENEFIT OF THREE AFFILIATED TAX-EXEMPT HOSPITAL ORGANIZATIONS AND ONE RELATED TAX-EXEMPT FOUNDATION ORGANIZATION. 0 0 610578 610578 0 MIDWEST HEALTH FOUNDATION CARRIES ON FUND-RAISING ACTIVITIES FOR THE BENEFIT OF THREE 501(C)(3) HOSPITAL ORGANIZATIONS, ADVENTIST BOLINGBROOK HOSPITAL, ADVENTIST GLENOAKS HOSPITAL AND ADVENTIST MIDWEST HEALTH, AND PROVIDES SUPPORT AND DIRECTION TO HINSDALE HOSPITAL FOUNDATION, ALSO A 501(C)(3) ORGANIZATION. 610578 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 13 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X KYLE GLASS 3869434455 5101 S WILLOW SPRINGS RD SUITE LA GRANGE IL 60525 X MORENO MEGHAN DIRECTOR/VP 25.00 25.00 X X 174190 174190 41050 DOEPKE MIKE DIRECTOR/CHAIRMAN 3.00 0.00 X 0 0 0 BUCHANAN HERBERT DIR/PRESIDENT (END 02/2024) 2.00 0.00 X X 0 0 0 REED MD MONICA P DIR/PRESIDENT (BEG 02/2024) 5.00 0.00 X X 0 0 0 EDL KEN DIRECTOR/SECRETARY 2.00 0.00 X 0 0 0 FIASCONE KAREN DIRECTOR 2.00 0.30 X 0 0 0 GLASS KYLE DIRECTOR 3.00 0.00 X 0 0 0 GUIDOTTI JOHN DIRECTOR 2.00 0.00 X 0 0 0 HOU LINDA DIRECTOR 2.00 0.00 X 0 0 0 MATHIS REBECCA DIRECTOR/TREASURER (END 01/2024) 3.00 0.00 X 0 0 0 MAYCOCK ADAM DIRECTOR (END 12/2024) 2.00 0.00 X 0 0 0 MURPHY MARY DIRECTOR 2.00 0.00 X 0 0 0 NOSEWORTHY GORDON DIRECTOR (END 03/2024) 2.00 0.00 X 0 0 0 POLLITT JAY DIRECTOR/VICE CHAIR 3.00 0.00 X 0 0 0 RADIVOJEVIC VLADIMIR DIRECTOR 2.00 0.00 X 0 0 0 ROSE KENNETH DIRECTOR (BEG 02/2024) 2.00 0.00 X 0 0 0 WARING RANDY DIRECTOR 3.00 0.00 X 0 0 0 174190 174190 41050 0 0 0 1 0 X 351897 878758 261745 1230655 170225 170225 66165 351897 112492 -46327 -46327 1354553 0 0 123898 603418 603418 7160 7160 45506 45506 13243 13243 99705 99705 80431 80431 PURCHASED SERVICES 22059 22059 MISCELLANEOUS EXPENSE 20585 20585 892107 610578 281529 0 X 255856 105101 2518683 3158800 196046 21869 14226 8425 7000 0 9455 9455 60944 13431 3062210 3317081 19450 27606 19450 27606 X 146024 190408 2896736 3099067 3042760 3289475 3062210 3317081 X 462446 -215731 X 0 1 X 1 0 X 1146871 867559 902167 775283 840008 4531888 1146871 867559 902167 775283 840008 4531888 1107097 3424791 233856 109314 248498 361129 345141 1297938 19240 26400 77080 87315 66165 276200 6106026 0.56090 0.61940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85685 85685 85685 85685 85685 85685 85685 85685 85685 85685 0.00000 1.00000 0.00000 0 0 0 OTHER LIABILITIES 27606 27606 X 1754207 502893 528508 1031401 722806 631747 631747 1354553 1507492 502893 112492 615385 892107 0 892107 PART V, LINE 4: THE PERMANENT ENDOWMENT WAS TRANSFERRED FROM LA GRANGE MEMORIAL HOSPITAL FOUNDATION AS THE RESULT OF A LEGAL MERGER. THE FILING ORGANIZATION WAS THE SOLE MEMBER OF LA GRANGE MEMORIAL HOSPITAL FOUNDATION PRIOR TO THE MERGER. EFFECTIVE 6/21/19, LA GRANGE MEMORIAL HOSPITAL FOUNDATION WAS LEGALLY MERGED INTO THE FILING ORGANIZATION PURSUANT TO THE LAWS OF THE STATE OF ILLINOIS. THE PERMANENT ENDOWMENT REPRESENTS A SCHOLARSHIP FUND ESTABLISHED TO SUPPORT NURSING SCHOLARSHIPS. PART X, LINE 2: THE AUDITED FINANCIAL STATMENTS OF THE FILING ORGANIZATION CONTAIN THE FOLLOWING FIN 48 (ASC NO. 740) STATEMENT: MIDWEST AND HINSDALE HAVE BEEN DETERMINED TO BE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR EITHER FEDERAL OR STATE INCOME TAXES. MIDWEST AND HINSDALE HAVE EVALUATED THE TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE RETURNS FOR THE PRIOR THREE FISCAL YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE; HOWEVER, MIDWEST AND HINSDALE ARE NOT CURRENTLY UNDER AUDIT NOR HAS MIDWEST OR HINSDALE BEEN CONTACTED BY THIS JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 112,492. RESTRICTED CONTRIBUTIONS 221,398. NET INVESTMENT INCOME WITH DONOR RESTRICTIONS 194,618. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS FROM RESTRICTED FUND BALANCE 631,747. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE RECLASSED TO REVENUE 112,492. GOLF EVENT MIDWEST 379243 315688 63555 0 10150 38907 21139 0 31794 FALL FESTIVAL GLENOAKS 38819 36209 2610 0 1920 0 6256 0 2326 418062 351897 66165 12070 38907 27395 34120 112492 -46327 1 ADVENTIST BOLINGBROOK HOSPITAL 500 REMINGTON BLVD BOLINGBROOK IL 60440 651219504 501(C)(3) 17000 0 GENERAL SUPPORT ADVENTIST GLENOAKS HOSPITAL 701 WINTHROP AVE GLENDALE HEIGHTS IL 60139 363208390 501(C)(3) 218741 0 GENERAL SUPPORT ADVENTIST MIDWEST HEALTH 5101 WILLOW SPRINGS RD LA GRANGE IL 60525 362276984 501(C)(3) 362566 0 GENERAL SUPPORT 3 0 FOOD, CLOTHING, & SHELTER 6 7160 PART I, LINE 2: GRANTS ARE GENERALLY MADE ONLY TO THE SUPPORTED HOSPITAL ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) AND OTHER ORGANIZATIONS EXEMPT UNDER 501(C)(3). ACCORDINGLY, THE FILING ORGANIZATION HAS NOT ESTABLISHED SPECIFIC PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES AS THE FILING ORGANIZATION DOES NOT HAVE A GRANT MAKING PROGRAM THAT WOULD NECESSITATE SUCH PROCEDURES. 0 0 0 0 0 0 0 0 0 MORENO MEGHAN DIRECTOR/VP 130478 130478 24790 24790 18922 18922 9258 9258 11267 11267 194715 194715 0 0 FORM 990, PART VII, SECTION A, LINE 5: MEGHAN MORENO, V.P. FOUNDATION WAS COMPENSATED IN 2024 BY ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC) FOR SERVICES RENDERED TO THE FILING ORGANIZATION. AHSSHC HOLDS AN INDIRECT 49% MEMBER INTEREST IN ADVENTIST MIDWEST HEALTH, DBA UCHICAGO MEDICINE ADVENTHEALTH HINSDALE AND UCHICAGO MEDICINE ADVENTHEALTH LA GRANGE. AHSSHC AND ADVENTIST MIDWEST HEALTH ARE 501(C)(3) ORGANIZATIONS. THE FILING ORGANIZATION SERVES AS THE PHILANTHROPIC FUND-RAISING ORGANIZATION FOR UCHICAGO MEDICINE ADVENTHEALTH LA GRANGE, UCHICAGO MEDICINE ADVENTHEALTH GLENOAKS, AND UCHICAGO MEDICINE ADVENTHEALTH BOLINGBROOK. COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION FOR MEGHAN MORENO IS DISCLOSED IN SCHEDULE J, PART II. X IN-KIND ADMINISTRATIVE EXPENSES 1 255446 COST X IN-KIND DONATIONS 1 6299 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IN COLUMN (B) OF SCHEDULE M, PART I, REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED BY THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FILING ORGANIZATION'S CURRENT YEAR FORM 990 WAS REVIEWED BY THE VICE PRESIDENT OF THE FILING ORGANIZATION PRIOR TO ITS FILING WITH THE IRS. THE REVIEW CONDUCTED BY THE VICE PRESIDENT OF THE FOUNDATION DID NOT INCLUDE THE REVIEW OF ANY SUPPORTING WORKPAPERS THAT WERE USED IN PREPARATION OF THE CURRENT YEAR FORM 990, BUT DID INCLUDE A REVIEW OF THE ENTIRE FORM 990 AND ALL SUPPORTING SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD/OFFICER CONFLICT-OF-INTEREST POLICY OF THE FILING ORGANIZATION APPLIES TO MEMBERS OF ITS BOARD OF DIRECTORS AND ITS PRINCIPAL OFFICERS (TO BE KNOWN AS INTERESTED PERSONS). IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, ANY MEMBER OF THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION OR ANY PRINCIPAL OFFICER OF THE FILING ORGANIZATION (I.E. INTERESTED PERSONS) MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST WITH THE FILING ORGANIZATION AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS CONCERNING THE FINANCIAL INTEREST/ARRANGEMENT TO THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION OR TO ANY MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS THAT IS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. SUBSEQUENT TO ANY DISCLOSURE OF ANY FINANCIAL INTEREST/ARRANGEMENT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE RELEVANT BOARD MEMBER OR PRINCIPAL OFFICER, THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS OR COMMITTEE WITH BOARD DELEGATED POWERS SHALL DISCUSS, ANALYZE, AND VOTE UPON THE POTENTIAL FINANCIAL INTEREST/ARRANGEMENT TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. ACCORDING TO THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS (OR COMMITTEE WITH BOARD DELEGATED POWERS), BUT AFTER SUCH PRESENTATION, SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN A CONFLICT OF INTEREST. EACH INTERESTED PERSON, AS DEFINED UNDER THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FILING ORGANIZATION IS A CHARITABLE ORGANIZATION THAT MUST PRIMARILY ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES. THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT PERIODIC REVIEWS SHALL BE CONDUCTED TO ENSURE THAT THE FILING ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION DOES NOT GENERALLY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VIII - STATEMENT OF REVENUE: IN THE YEAR ENDED DECEMBER 31, 2024, RESTRICTED FUNDS OF THE FILING ORGANIZATION WERE RELEASED FROM THOSE RESTRICTIONS IN THE AMOUNT OF $631,747. THESE RELEASED FUNDS WERE UTILIZED FOR THE FOLLOWING PURPOSES: GRANTS TO THE SUPPORTED HOSPITAL ORGANIZATIONS $508,997 HARDSHIP GRANTS TO INDIVIDUAL EMPLOYEES OF THE SUPPORTED HOSPITAL ORGANIZATIONS $7,160 SPECIAL EVENT AND OTHER EXPENDITURES $115,590 TOTAL CURRENT YEAR AMOUNTS RELEASED FROM RESTRICTED $631,747 IN THE YEAR ENDED DECEMBER 31, 2024, UNRESTRICTED FUNDS OF THE FILING ORGANIZATION IN THE AMOUNT OF $96,020 WERE UTILIZED FOR THE FOLLOWING PURPOSES: GRANTS TO THE SUPPORTED HOSPITAL ORGANIZATIONS $93,000 OTHER EXPENDITURES $3,020 TOTAL CURRENT YEAR EXPENDITURES FROM UNRESTRICTED FUNDS $96,020 FORM 990, PART X, LINE 2: THE AMOUNTS SHOWN ON LINE 2 OF PART X OF THIS RETURN INCLUDE THE FILING ORGANIZATION'S INTEREST IN A CENTRAL INVESTMENT POOL MAINTAINED BY ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION, THE TOP-TIER PARTIAL PARENT OF THE FILING ORGANIZATION'S SUPPORTED HOSPITALS. THE INVESTMENTS IN THE CENTRAL INVESTMENT POOL ARE RECORDED AT MARKET VALUE. FORM 990, PART XI, LINE 9: TEMPORARILY RESTRICTED CONTRIBUTIONS 221,398. TEMPORARILY RESTRICTED INVESTMENT INCOME 194,618. TRANSFER OF NET ASSETS RELEASED FROM RESTRICTIONS -631,747. HINSDALE HOSPITAL FOUNDATION 120 NORTH OAK STREET HINSDALE IL 60521 521466387 FUND-RAISING FOR TAX-EXEMPT HOSPITAL IL 501(C)(3) LINE 7 MIDWEST HLTH FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0