Nonprofit · EIN 36-3020034
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
Tax-exempt · CHICAGO, IL 60637
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $44,175,679 | $80,187,937 | -$36,012,258 | $268,643,095 | $208,419,828 | $60,223,267 |
| June 30, 2024 | 990 | $61,046,275 | $78,951,810 | -$17,905,535 | $288,588,991 | $234,984,000 | $53,604,991 |
| June 30, 2023 | 990 | $32,579,477 | $36,246,276 | -$3,666,799 | $299,047,695 | $242,675,541 | $56,372,154 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $36,840,892
- Investment income
- $7,334,787
- Net gain from sales of assets
- $4,668,659
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,605,611
- Program services (functional)
- $80,187,937
Balance sheet and other
- Total assets, start of year
- $288,588,991
- Total assets, end of year
- $268,643,095
- Total liabilities, end of year
- $208,419,828
- Net assets, end of year
- $60,223,267
- Publicly traded securities
- $54,756,044
- Net assets without donor restrictions
- $60,223,267
- Gross receipts
- $51,330,410
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF CHICAGO | INSTITUTIONAL TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF CHICAGO | INSTITUTIONAL TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| University of Chicago | Institutional Trustee Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5801 S ELLIS AVENUE, CHICAGO, IL 60637-5418
- In care of
- % IVAN SAMSTEIN
- Principal officer (990 for 2024)
- Ivan Samstein, 5801 S ELLIS AVENUE, Chicago, IL 60637
- Signed the 990
- Jennie Bennett, ASSOCIATE VP FOR FINANCE
- Phone
- (773) 702-1941
- Return prepared by
- PWC US TAX LLP
Mission
A SELF INSURANCE PROGRAM FOR THE PURPOSE OF SETTLING HEALTH CARE PATIENT CLAIMS ASSERTING PROFESSIONAL NEGLIGENCE AGAINST THE UNIVERSITY OF CHICAGO, THE UNIVERSITY OF CHICAGO MEDICAL CENTER, THEIR EMPLOYEES AND AGENTS.
Program accomplishments
- PAYMENTS FROM THE TRUST FOR SETTLING HEALTH CARE CLAIMS ASSERTING PROFESSIONAL NEGLIGENCE. OTHER PROGRAM SERVICE IF DONE DURING THE YEAR: EXCESS INSURANCE PREMIUMS FOR CLAIMS EXCEEDING THE SELF-INSURED RETENTION. MISCELLANEOUS EXPENSES RELATED TO THE PROGRAM FOR ACTUARIAL SERVICES AND OTHER MISCELLANEOUS EXPENSES.Expenses $80,187,937 · revenue $36,840,892
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3020034
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y200)
- Assets (IRS master file)
- $268,643,095
- Income (IRS master file)
- $51,330,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $44,175,679 | $80,187,937 | $268,643,095 | IRS |
| 990 | June 2024 | $61,046,275 | $78,951,810 | $288,588,991 | IRS |
| 990 | June 2023 | $32,579,477 | $36,246,276 | $299,047,695 | XML |
| 990 | June 2022 | $16,607,158 | $53,799,187 | $330,604,260 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3020034).
Questions about UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
- What is the EIN of UNIVERSITY OF CHICAGO SELF INSURANCE TRUST?
- The employer identification number (EIN) of UNIVERSITY OF CHICAGO SELF INSURANCE TRUST is 36-3020034.
- Is UNIVERSITY OF CHICAGO SELF INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to UNIVERSITY OF CHICAGO SELF INSURANCE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNIVERSITY OF CHICAGO SELF INSURANCE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF CHICAGO SELF INSURANCE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF CHICAGO SELF INSURANCE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF CHICAGO SELF INSURANCE TRUST?
- The 990 for the year ended June 30, 2025 names Ivan Samstein.
- Who are the officers and directors of UNIVERSITY OF CHICAGO SELF INSURANCE TRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF CHICAGO SELF INSURANCE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $44,175,679, expenses of $80,187,937 and total assets of $268,643,095 at year end.
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