ENDEAVOR HEALTH: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ENDEAVOR HEALTH (EIN 87-4520691)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202403199349207180
Schema version
2023v5.1
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)
Return2024-11-14T16:39:59+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN874520691EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Endeavor HealthBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlENDEBusinessNameControlTxt
Phone8475702000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13040 W Salt Creek LaneAddressLine1Txt
CityArlington HeightsCityNm
State AbbreviationILStateAbbreviationCd
ZIP60005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDouglas D WeldayPersonNm
Person TitleCorporate TreasurerPersonTitleTxt
Phone8475702000PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJess WagenerPreparerPersonNm
PTINP01622613PTIN
Phone3128792000PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addressendeavorhealth.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$0GrossReceiptsAmt
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$0TotalRevenueAmt
Grants And Similar Amounts Paid$0GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$0FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$0PrintingPublicationsPostageAmt
Other Expenses Total$0OtherExpensesTotalAmt
Total Expenses$0TotalExpensesAmt
Excess Or Deficit For Year$0ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

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

Land And Buildings LandAndBuildingsGrp

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

Other Assets Total Detail OtherAssetsTotalDetail

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

Form990 Total Assets Form990TotalAssetsGrp

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

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe purpose of Endeavor Health is to serve as the parent entity of each of Endeavor Health Clinical Operations (formerly known as NorthShore University HealthSystem) and Edward-Elmhurst Health. In furtherance of this purpose, Endeavor Health supports and encourages community-focused health care and related services through providing financial, management, and other assistance to its subsidiary entities.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSee Schedule O.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (25 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Gerald P Gallagher
President & Chief Executive Officer1.000$0$0$0
Rocco Martino
Chairperson and Director1.000$0$0$0
Christopher J Olson
Vice Chairperson and Director1.000$0$0$0
David F Zucker
Past Chairperson and Director1.000$0$0$0
Elizabeth Aquino
Director1.000$0$0$0
Sean Chou
Director1.000$0$0$0
Margaret Dixon Harrell
Director1.000$0$0$0
Ram Shivakumar
Director1.000$0$0$0
David Atchison
Director1.000$0$0$0
Toure Claiborne
Director1.000$0$0$0
A Steven Crown
Director1.000$0$0$0
Connie Duckworth
Director1.000$0$0$0
William M Farrow
Director1.000$0$0$0
Ann K Ford
Director1.000$0$0$0
Catherine Guthrie
Director1.000$0$0$0
Harry M Jensen Kraemer
Director1.000$0$0$0
Gregory K Jones
Director1.000$0$0$0
Mary Kay Ladone
Director1.000$0$0$0
Ronald Nyberg
Director1.000$0$0$0
Timothy Rivelli
Director1.000$0$0$0
Mary R Sheahan
Director1.000$0$0$0
John G Zern
Director1.000$0$0$0
Shivani Bautista
Corporate Secretary1.000$0$0$0
Chris J Mollet
Corporate Secretary (until 3/31/23)1.000$0$0$0
Douglas D Welday
Corporate Treasurer1.000$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (true)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Christine E ErdmannBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13040 Salt Creek LaneAddressLine1Txt
CityArlington HeightsCityNm
State AbbreviationILStateAbbreviationCd
ZIP60005ZIPCd
FieldValueIRS element (for citing)
Phone8476184606PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations12SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (12 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
Endeavor Health Clinical Operations fka NorthShore University HealthSystem
3621670603Yes (true)$0$0
Northwest Community Hospital
3623403133Yes (true)$0$0
Northwest Community Hospital Foundation
3631251937Yes (true)$0$0
Swedish Covenant Hospital Foundation
2050551557Yes (true)$0$0
Swedish Covenant Health
3621798133Yes (true)$0$0
Edward Hospital
3632971733Yes (true)$0$0
Naperville Psychiatric Ventures
3639652513Yes (true)$0$0
Elmhurst Memorial Hospital
3621677843Yes (true)$0$0
Elmhurst Memorial Hospital Foundation
3630831977Yes (true)$0$0
Edward Health and Fitness Center
3635555289Yes (true)$0$0
Edward Foundation
3637237057Yes (true)$0$0
Edward Ambulance Services LLC
4523890609Yes (true)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total12SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (true)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (true)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment PoliciesEndeavor Health was incorporated to serve as parent of an integrated health care system, which was created through an affiliation between Edward-Elmhurst Health and Endeavor Health Clinical Operations. The affiliation was implemented as of January 1, 2022, and Endeavor Health became operational as of that date. The officers, directors, or trustees of the Supported Organizations have a significant voice in the investment policies, the timing and making of grants, the selection of grant recipients, and in otherwise directing the use of Endeavor Health's income or assets based on the close and continuous relationship between Endeavor Health and the Supported Organizations. For instance, the management personnel for the Supported Organizations are, in some cases, the same individuals holding corporate or administrative officer positions with respect to Endeavor Health, and in all other cases, are directly or indirectly accountable to Endeavor Health's corporate or administrative officers. Additionally, Endeavor Health will provide administrative services on a Health System-wide basis, including as to each of the Supported Organizations. This will ensure that there is regular communication and coordination between Endeavor Health and the Supported Organizations regarding the needs of the Health System and the Supported Organizations, and that the officers, directors, or trustees of the Supported Organizations will have a significant voice in the investment policies, the timing and making of grants, the selection of grant recipients, and in otherwise directing the use of Endeavor Health's income or assets.
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/TrusteeEndeavor Health serves as the parent of the Supported Organizations and controls the appointment and removal of the governing boards and officers of the Supported Organizations.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/ActivitiesEndeavor Health holds reserved powers over the Supported Organizations, Edward-Elmhurst Health and Endeavor Health Clinical Operations. Specifically, the President & CEO of Endeavor Health (or his/her designees) can exercise the following powers, unless such powers are otherwise reserved to the Endeavor Health Board of Directors: - Develop, approve and modify annual operating and capital budgets and strategic plans for the Supported Organizations for ratification by the Board of Directors; - Determine all material changes in the clinical programs and services to be provided by the Supported Organizations, including the establishment, expansion, reconfiguration, reduction or discontinuation of clinical programs and services; - Any discontinuation of a "category of service" (as defined by the Illinois Health Facilities Services Review Board) and any closure or permanent repurposing of any material licensed health care facility owned or operated by the Supported Organizations; - Initiate and/or approve amendments or restatements of the governing documents of the Supported Organizations; - Establish or change existing medical education programs; - Approve indebtedness and unbudgeted capital or operating expenditures above a designated dollar threshold set for the Supported Organizations by Endeavor Health from time to time; - Establish, amend or terminate third-party payor relationships of the Supported Organizations; - Approve ordinary course of business contractual relationships between the Supported Organizations and a third party involving: (1) consideration in excess of a designated dollar threshold set for the Supported Organizations by Endeavor Health from time to time, (2) a restrictive covenant applicable to the Supported Organizations; or (3) a term in excess of three (3) years that cannot be terminated without cause; - Approve any changes to any of the Endeavor Health's (subject to the powers delegated to the Compensation Committee of the Board of Directors) or Supported Organizations' employee benefit or compensation plans or executive agreements; - Approve any agreement involving the licensing of trademarks or intellectual property to or from a third party; - Hire, terminate and evaluate the terms of employment for each Supported Organization's President and Chief Executive Officer, as applicable for each Supported Organization; - Approve any real property acquisitions, dispositions or lease transactions of the Supported Organizations above a designated dollar threshold set for the Supported Organizations by Endeavor Health from time to time, as well as any mortgage or encumbrance of real property of the Supported Organizations above a designated dollar threshold set for the Supported Organizations by Endeavor Health from time to time; - Evaluate and approve any acquisition, affiliation, joint venture, merger, corporate consolidation or restructuring, sale of all or substantially all of the assets or similar transaction by or involving the Supported Organizations, as well as any dissolution, liquidation or termination of any affiliation or joint venture by or involving the Supported Organizations; - Select the auditor for, and approval of all audits of, the Supported Organizations subject to the powers delegated to the Audit Committee of the Board of Directors; - Select outside legal counsel and approve any waiver, settlement or compromise of any legal proceeding, suit, claim, regulatory or other action involving Endeavor Health or the Supported Organizations if the amount in controversy is in excess of a designated dollar threshold set for the Supported Organizations by Endeavor Health from time to time; - Approve the filing of any petition for bankruptcy of Endeavor Health or any Supported Organization; - Approve the nomination and/or remove with cause any member of the board of directors of any Supported Organization; - Establish and ensure implementation of system-wide standards that protect and enhance the Supported Organizations' brands; - Establish and ensure implementation of financial goals and standards that protect and enhance the operations of the Supported Organizations; - Establish centralized compliance and corporate responsibility programs for the Supported Organizations; and - Determine the extent to which and the manner in which the powers described in this section which are reserved to Endeavor Health with respect to the Supported Organizations are to be exercised by one or more of the Endeavor Health's Supported Organizations. The foregoing restrictions apply to the Supported Organizations as well as to direct and indirect subsidiaries (whether not-for-profit or for-profit) of the Supported Organizations, to the extent a controlled direct or indirect subsidiary holds the power to direct or control the matters described in these reserved powers.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSEThe purpose of Endeavor Health is to serve as the parent entity of each of Endeavor Health Clinical Operations (formerly known as NorthShore University HealthSystem) and Edward-Elmhurst Health. In furtherance of this purpose, Endeavor Health supports and encourages community-focused health care and related services through providing financial, management, and other assistance to its subsidiary entities.
Form 990-EZ, Part V, Line 34 Changes to governing documentsThe articles of incorporation were amended on December 5, 2023 to change the corporate name from NS-EE Holdings to Endeavor Health.
Form 990EZ, Part III, Line 28 Description of Program ServicesEndeavor Health serves as the parent of an integrated health care system, which was created through an affiliation between Edward-Elmhurst Health and Endeavor Health Clinical Operations. The affiliation was implemented as of January 1, 2022 and Endeavor Health became operational as of that date.

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