EDWARD HEALTH VENTURES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD HEALTH VENTURES (EIN 58-1672987)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349313040
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:26:28+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581672987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward Health Ventures | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6305273000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S Washington Street | AddressLine1Txt |
| City | Naperville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS WELDAY | PersonNm |
| Person Title | SYSTEM CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8475702000 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jess Wagener | PreparerPersonNm |
| PTIN | P01622613 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerald P Gallagher | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CENTRAL STREET | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $176,417,007 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EEHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | EDWARD HEALTH VENTURES FOLLOWS THE MISSION OF ENDEAVOR HEALTH TO "HELP EVERYONE IN OUR COMMUNITIES BE THEIR BEST." | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1704 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $157,108,567 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $176,390,006 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,097 | PYInvestmentIncomeAmt |
| CY Investment Income | -$28,900 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $157,125,664 | PYTotalRevenueAmt |
| CY Total Revenue | $176,361,106 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $168,357,373 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $188,452,657 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $81,470,171 | PYOtherExpensesAmt |
| CY Other Expenses | $53,161,476 | CYOtherExpensesAmt |
| PY Total Expenses | $249,827,544 | PYTotalExpensesAmt |
| CY Total Expenses | $241,614,133 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$92,701,880 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$65,253,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $131,953,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,745,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $66,576,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,640,699 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,376,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,104,998 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $217,340,056 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $166,557,876 | RevenueAmt |
| Desc | EDWARD HEALTH VENTURES OFFERS PHYSICIAN SERVICES IN PRIMARY CARE, OBSTETRICS, MEDICAL ONCOLOGY, RHEUMATOLOGY, NEUROSCIENCE, NEPHROLOGY, PSYCHIATRY, HOSPITALISTS AND A VARIETY OF SURGICAL SPECIALTIES. EDWARD MEDICAL GROUP AND ELMHURST MEMORIAL MEDICAL GROUP ARE COMPRISED OF 38 PHYSICIAN PRACTICES IN THE WESTERN SUBURBS OF CHICAGO, INCLUDING NAPERVILLE, AURORA, BOLINGBROOK, PLAINFIELD, CRESTHILL, LISLE, WARRENVILLE, OSWEGO, SANDWICH, YORKVILLE, SYCAMORE, ELMHURST, AND OAK PARK. EDWARD HEALTH VENTURES OPERATES 6 WALK-IN CLINICS IN NAPERVILLE, AURORA, WOODRIDGE, YORKVILLE, PLAINFIELD, AND ELMHURST. EDWARD HEALTH VENTURES OPERATES 5 IMMEDIATE CARES IN ADDISON, OAK PARK, HINSDALE, OSWEGO, AND NAPERVILLE. LINDEN OAKS MEDICAL GROUP, WITH SPECIALISTS IN CHILD AND ADULT PSYCHIATRY, IS COMPRISED OF 8 PHYSICIAN PRACTICE LOCATIONS INCLUDING NAPERVILLE, WOODRIDGE, PLAINFIELD, ST. CHARLES, YORKVILLE, MOKENA, OAK PARK AND ELMHURST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,326,543 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,008,555 | RevenueAmt |
| Desc | EDWARD HEALTH VENTURES PROVIDES ACCESS TO MEDICAL SERVICES AT CONVENIENT LOCATIONS BY OPERATING MEDICAL OFFICE BUILDINGS IN NAPERVILLE, PLAINFIELD, BOLINGBROOK, OSWEGO AND ELMHURST. IT HAS APPROXIMATELY 30 MEDICAL OFFICE TENANTS INCLUDING A NUMBER OF EDWARD HOSPITAL PROGRAMS. THE EXPANSION OF THE EDWARD PLAINFIELD CAMPUS INCLUDES OFFERING PHYSICIAN AND OTHER RELATED HEALTH CARE SERVICES INCLUDING MEDICAL ONCOLOGY FROM EDWARD CANCER CENTER, EDWARD PERINATOLOGY CENTER, EDWARD HOSPITAL PHYSICAL THERAPISTS AND BEHAVIORAL HEALTH PROFESSIONALS FROM LINDEN OAKS MEDICAL GROUP AND INDEPENDENT SPECIALISTS, INCLUDING PEDIATRICIANS, CARDIOLOGISTS, OBSTETRICIANS, GYNECOLOGISTS, ALLERGISTS, OPTHALOMOLOGISTS, AND PRIMARY CARE PHYSICIANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,823,575 | RevenueAmt |
| Desc | EDWARD HEALTH VENTURES INVESTS IN JOINT VENTURES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $227,666,599 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1704 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christine E Erdmann | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476184606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3040 Salt Creek Lane | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Margaret Dixon Harrell | ||||||||||
| Vice Chair | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sean Chou | ||||||||||
| Chair | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Adam Schriedel | ||||||||||
| Trustee | 34.0 | 6.0 | Yes (X) | $438,288 | $0 | $34,648 | ||||
| Brad Cutler | ||||||||||
| Trustee | 35.0 | 5.0 | Yes (X) | $388,066 | $0 | $44,610 | ||||
| Christine Jeffries | ||||||||||
| Trustee | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Morrissey | ||||||||||
| Trustee | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Aquino | ||||||||||
| Trustee | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Dant | ||||||||||
| CEO, South Region/Trustee | 1.0 | 40.0 | Yes (X) | $0 | $995,003 | $156,357 | ||||
| Mark Gomez | ||||||||||
| Trustee | 35.0 | 5.0 | Yes (X) | $465,103 | $0 | $45,020 | ||||
| Michael Hoffman | ||||||||||
| Trustee | 40.0 | 6.0 | Yes (X) | $441,586 | $0 | $37,629 | ||||
| Ram Shivakumar | ||||||||||
| Trustee | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ravi Nemivant | ||||||||||
| Trustee | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Platt | ||||||||||
| Trustee | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Tom S Lee | ||||||||||
| Trustee | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Valerie Cahill | ||||||||||
| Trustee | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| Walter Whang | ||||||||||
| Trustee | 35.0 | 5.0 | Yes (X) | $525,889 | $0 | $50,031 | ||||
| Chris J Mollet | ||||||||||
| System Chief Legal Officer/Secretary (until 3/31/23) | 1.0 | 48.0 | Yes (X) | $0 | $859,893 | $156,204 | ||||
| Denise Chamberlain | ||||||||||
| CFO, South Region/Treasurer (until 12/15/23) | 1.0 | 47.0 | Yes (X) | $0 | $1,336,373 | $158,179 | ||||
| Douglas D Welday | ||||||||||
| System Chief Financial Officer | 1.0 | 54.0 | Yes (X) | $0 | $1,750,748 | $284,165 | ||||
| Gerald P Gallagher | ||||||||||
| System President & CEO | 1.0 | 55.0 | Yes (X) | $0 | $4,100,532 | $2,182,996 | ||||
| Jason Ogden | ||||||||||
| Assistant Treasurer | 1.0 | 39.0 | Yes (X) | $0 | $475,130 | $42,904 | ||||
| Shivani Bautista | ||||||||||
| System Chief Legal Officer/Secretary | 1.0 | 48.0 | Yes (X) | $0 | $655,182 | $46,582 | ||||
| Arvind Ramanathan | ||||||||||
| Director, Medical Group Operations | 1.0 | 39.0 | $0 | $173,095 | $40,585 | Yes (X) | ||||
| Daniel Sullivan | ||||||||||
| Co-Chief Physician Exec (left) | 1.0 | 40.0 | $0 | $821,515 | $147,693 | Yes (X) | ||||
| Katie McGovern | ||||||||||
| SVP, Medical Group Operations, South Region | 1.0 | 39.0 | $0 | $337,115 | $103,294 | Yes (X) | ||||
| Alexander Jones | ||||||||||
| Physician | 40.0 | 0 | $1,077,356 | $0 | $45,607 | Yes (X) | ||||
| Brian Myre | ||||||||||
| Physician | 40.0 | 0 | $1,058,754 | $0 | $25,268 | Yes (X) | ||||
| Kamran Khan | ||||||||||
| Physician | 40.0 | 0 | $1,130,727 | $0 | $20,802 | Yes (X) | ||||
| William Schueler | ||||||||||
| Physician | 40.0 | 0 | $1,123,128 | $0 | $46,598 | Yes (X) | ||||
| Zahab Ahsan | ||||||||||
| Physician | 40.0 | 0 | $1,429,738 | $0 | $38,451 | Yes (X) | ||||
| Jennifer Enright | ||||||||||
| Former Key Employee | 40.0 | 0 | $155,709 | $0 | $35,560 | Yes (X) | ||||
| John Klosowski | ||||||||||
| Former Key Employee | 40.0 | 0 | $217,933 | $0 | $19,112 | Yes (X) | ||||
| Kristi Devalk-Caswick | ||||||||||
| Former Key Employee | 40.0 | 1.0 | $188,909 | $0 | $12,066 | Yes (X) | ||||
| Mary Lou Mastro | ||||||||||
| Former Officer | 0.0 | 0.0 | $0 | $2,978,503 | $14,850 | Yes (X) | ||||
| Maureen Kunz | ||||||||||
| Former Key Employee | 1.0 | 40.0 | $0 | $245,354 | $42,277 | Yes (X) | ||||
| Michael McKenna | ||||||||||
| Former Key Employee | 1.0 | 40.0 | $0 | $272,413 | $40,974 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,641,186 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,000,858 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,872,463 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 536 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHWESTERN MEDICAL GROUP | |||||
| 680 NORTH LAKE SHORE DRIVE SUITE 11 | CHICAGO | IL | 60611 | Medical Services | $1,494,000 |
| ARCADIA SOLUTIONS LLC | |||||
| 320 SUMMER STREET FLOOR 3 | BOSTON | MA | 02111 | Medical Services | $1,297,098 |
| JERICHO SERVICES | |||||
| 24111 BRANCASTER DR | NAPERVILLE | IL | 605648047 | Janitorial | $803,343 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||
| 1700 W VAN BUREN | CHICAGO | IL | 60612 | Medical Services | $719,550 |
| LASALLE NETWORK | |||||
| 200 N LASALLE ST SUITE 2500 | CHICAGO | IL | 60601 | Temp staffing | $354,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Service Revenue | 621990 | $159,651,948 | $159,651,948 |
| Medical Building Rent Revenue | 900099 | $5,008,555 | $5,008,555 |
| Investment in Healthcare Ventures | 621400 | $36,319 | $36,319 |
| IHP Distributions | 900099 | $3,688,896 | $3,688,896 |
| MDVIP Revenue | 900099 | $1,098,360 | $1,098,360 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,905,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,905,928 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $176,390,006 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,001 | TotalRevenueColumnAmt |
| Exclusion | $17,001 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $10,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $55,901 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$45,901 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$45,901 | TotalRevenueColumnAmt |
| Exclusion | -$45,901 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,361,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,390,006 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$28,900 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,248,894 | TotalAmt |
| Program Services | $884,299 | ProgramServicesAmt |
| Management And General | $1,364,595 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,704 | TotalAmt |
| Program Services | $647,731 | ProgramServicesAmt |
| Management And General | $603,973 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,655,164 | TotalAmt |
| Program Services | $154,415,944 | ProgramServicesAmt |
| Management And General | $6,239,220 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$367,946 | TotalAmt |
| Program Services | -$349,548 | ProgramServicesAmt |
| Management And General | -$18,398 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,964,733 | TotalAmt |
| Program Services | $15,166,496 | ProgramServicesAmt |
| Management And General | $798,237 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,700,108 | TotalAmt |
| Program Services | $8,265,103 | ProgramServicesAmt |
| Management And General | $435,005 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,684 | TotalAmt |
| Management And General | $21,684 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,953,289 | TotalAmt |
| Program Services | $11,833,756 | ProgramServicesAmt |
| Management And General | $119,533 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488 | TotalAmt |
| Program Services | $488 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,266 | TotalAmt |
| Program Services | $1,040,753 | ProgramServicesAmt |
| Management And General | $10,513 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,869,590 | TotalAmt |
| Program Services | $10,326,543 | ProgramServicesAmt |
| Management And General | $1,543,047 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,941 | TotalAmt |
| Program Services | $69,549 | ProgramServicesAmt |
| Management And General | $10,392 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,105 | TotalAmt |
| Management And General | $928,105 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,658,421 | TotalAmt |
| Program Services | $5,726,242 | ProgramServicesAmt |
| Management And General | $932,179 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,297,441 | TotalAmt |
| Program Services | $2,835,799 | ProgramServicesAmt |
| Management And General | $461,642 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $15,583,318 | $15,583,318 | |
| Repairs and maintenance | $1,001,005 | $990,995 | $10,010 |
| Income Taxes | $454,653 | $454,653 | |
| Dues, subscriptions, and licenses | $254,105 | $222,023 | $32,082 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,170 | TotalAmt |
| Program Services | $7,108 | ProgramServicesAmt |
| Management And General | $1,062 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,614,133 | TotalAmt |
| Program Services | $227,666,599 | ProgramServicesAmt |
| Management And General | $13,947,534 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,734,365 | BOYAmt |
| EOY | -$1,588,991 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,215,558 | BOYAmt |
| EOY | $9,919,497 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,208 | BOYAmt |
| EOY | $186,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $179,522,313 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,690,389 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,212,351 | BOYAmt |
| EOY | $79,831,924 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,545,552 | BOYAmt |
| EOY | $3,783,755 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $996,917 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,073,476 | BOYAmt |
| EOY | $36,615,776 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,953,780 | BOYAmt |
| EOY | $129,745,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,132,411 | BOYAmt |
| EOY | $38,331,234 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,587,443 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,444,453 | BOYAmt |
| EOY | $28,722,022 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,576,864 | BOYAmt |
| EOY | $80,640,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,376,916 | BOYAmt |
| EOY | $49,104,998 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,376,916 | BOYAmt |
| EOY | $49,104,998 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,953,780 | BOYAmt |
| EOY | $129,745,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$65,253,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,108,558 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $51,089,667 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| EDWARD HOSPITAL | ||||
| 363297173 | 3 | Yes (true) | $0 | $216,469,736 |
| NAPERVILLE PSYCHIATRIC VENTURES DBA LINDEN OAKS HOSPITAL | ||||
| 363965251 | 3 | Yes (true) | $0 | $23,159,851 |
| EDWARD HEALTH AND FITNESS CENTER | ||||
| 363555528 | 9 | Yes (true) | $0 | $1,984,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $241,614,133 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 12g Amount of other support (column vi) | EDWARD HOSPITAL: EDWARD HEALTH VENTURES IS A SUPPORTING ORGANIZATION TO EDWARD HOSPITAL. THE AMOUNT REPORTED IN A SCHEDULE A PART I, LINE 12G, COLUMN (VI) RELATES TO EXPENSES INCURRED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ENTITIES (REIMBURSED IN WHOLE OR IN PART THROUGH MANAGEMENT FEES). NAPERVILLE PSYCHIATRIC VENTURES DBA LINDEN OAKS HOSPITAL: EDWARD HEALTH VENTURES IS A SUPPORTING ORGANIZATION TO NAPERVILLE PSYCHIATRIC VENTURES DBA LINDEN OAKS HOSPITAL. THE AMOUNT REPORTED IN A SCHEDULE A PART I, LINE 12G, COLUMN (VI) RELATES TO EXPENSES INCURRED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ENTITIES (REIMBURSED IN WHOLE OR IN PART THROUGH MANAGEMENT FEES). EDWARD HEALTH AND FITNESS CENTER: EDWARD HEALTH VENTURES IS A SUPPORTING ORGANIZATION TO EDWARD HEALTH AND FITNESS CENTER. THE AMOUNT REPORTED IN A SCHEDULE A PART I, LINE 12G, COLUMN (VI) RELATES TO EXPENSES INCURRED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ENTITIES (REIMBURSED IN WHOLE OR IN PART THROUGH MANAGEMENT FEES). ELMHURST MEMORIAL HOSPITAL: EDWARD HEALTH VENTURES IS A SUPPORTING ORGANIZATION TO ELMHURST MEMORIAL HOSPITAL. THE AMOUNT REPORTED IN A SCHEDULE A PART I, LINE 12G, COLUMN (VI) RELATES TO EXPENSES INCURRED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ENTITIES (REIMBURSED IN WHOLE OR IN PART THROUGH MANAGEMENT FEES). |
| Schedule A, Part IV, Section C, Line 1 Majority director detail | EDWARD HEALTH VENTURES (EHV) EXERCISES RESERVE POWERS OVER ITS SUBSIDIARIES (LINDEN OAKS HOSPITAL AND EDWARD HEALTH AND FITNESS CENTER) AND ALL EDWARD-ELMHURST HEALTH (EEH) AFFILIATES ARE CONNECTED/CONTROLLED VIA RESERVE POWERS HELD AT THE EEH LEVEL; I.E., THE SOUTH REGION BOARD IS THE REPRESENTATIVE BOARD FOR EDWARD-ELMHURST HEALTH, EDWARD HOSPITAL, ELMHURST HOSPITAL, ELMHURST MEMORIAL HEALTHCARE, EDWARD HEALTH VENTURES AND LINDEN OAKS HOSPITAL (ONE BOARD FOR ALL OF THOSE ENTITIES). THEY ARE DESIGNATED BY CLASS AS AN AFFILIATED ENTITY. AS A RESULT OF THE OVERLAP OF THE SENIOR MANAGEMENT TEAM SERVING THE CORPORATION AND THE SUPPORTED ORGANIZATIONS, CONTROL AND MANAGEMENT OF THE SUPPORTING ORGANIZATION WAS VESTED IN THE SAME PERSONS THAT CONTROLLED AND MANAGED THE SUPPORTED ORGANIZATIONS. FURTHERMORE, THE BYLAWS OF EDWARD HEALTH VENTURES PROVIDE THAT THE TRUSTEES OF EDWARD HEALTH VENTURES SHALL INCLUDE AT LEAST ONE PERSON WHO ALSO SERVES AS A TRUSTEE OF THE SUPPORTED ORGANIZATIONS. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,297,449 | OtherCostOrOtherBasisAmt |
| Book Value | $16,297,449 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,644,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,137,369 | DepreciationAmt |
| Book Value | $39,507,362 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,617,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $491,344 | DepreciationAmt |
| Book Value | $16,126,187 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,962,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,676 | DepreciationAmt |
| Book Value | $7,900,926 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,831,924 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right-of-Use Assets | $25,006,378 |
| Non-patient Receivables | $4,270,999 |
| Noncurrent receivables | $7,278,048 |
| Deferred Tax Asset | $60,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,615,776 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued malpractice self-insurance | $1,635,520 |
| Operating Lease Obligation net | $27,021,563 |
| Due to affiliates | $64,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,722,022 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The affiliates and subsidiaries of the System are primarily tax-exempt organizations under Internal Revenue Code Section 501(c)(3), and their related income is exempt from federal income tax. Accordingly, there is no material provision for income tax for these entities. Some of the income generated by certain exempt entities is subject to taxation as unrelated business income. The System files federal income tax returns and returns for various states in the U.S. ASC 740-10, Income Taxes, requires that realization of an uncertain income tax position is more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it can be recognized in the consolidated financial statements. Furthermore, this interpretation prescribes the benefit to be recorded in the consolidated financial statements as the amount most likely to be realized, assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. No amount was recorded for the years ended December 31, 2023 and 2022. At year-end December 31, 2023 and 2022, the System had a net operating loss carryforward of $371,890 and $340,271, which generated deferred tax assets of $107,621 and $96,228, respectively. The assets are offset by valuation allowances of $101,354 and $94,373, respectively. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brad Cutler | ||||||||||||||
| Trustee | $387,405 | $0 | $0 | $0 | $661 | $0 | $14,850 | $0 | $29,760 | $0 | $432,676 | $0 | $0 | $0 |
| Joseph Dant | ||||||||||||||
| CEO, South Region/Trustee | $0 | $716,567 | $0 | $117,223 | $0 | $161,214 | $0 | $125,052 | $0 | $31,305 | $0 | $1,151,360 | $0 | $0 |
| Mark Gomez | ||||||||||||||
| Trustee | $459,315 | $0 | $4,185 | $0 | $1,603 | $0 | $14,850 | $0 | $30,170 | $0 | $510,122 | $0 | $0 | $0 |
| Michael Hoffman | ||||||||||||||
| Trustee | $421,570 | $0 | $14,540 | $0 | $5,476 | $0 | $14,850 | $0 | $22,779 | $0 | $479,215 | $0 | $0 | $0 |
| Adam Schriedel | ||||||||||||||
| Trustee | $418,016 | $0 | $15,548 | $0 | $4,724 | $0 | $14,850 | $0 | $19,798 | $0 | $472,936 | $0 | $0 | $0 |
| Walter Whang | ||||||||||||||
| Trustee | $519,019 | $0 | $0 | $0 | $6,870 | $0 | $14,850 | $0 | $35,181 | $0 | $575,921 | $0 | $0 | $0 |
| Mary Lou Mastro | ||||||||||||||
| Former Officer | $0 | $20,192 | $0 | $196,875 | $0 | $2,761,436 | $0 | $14,850 | $0 | $0 | $0 | $2,993,353 | $0 | $0 |
| Shivani Bautista | ||||||||||||||
| System Chief Legal Officer/Secretary | $0 | $508,779 | $0 | $145,031 | $0 | $1,371 | $0 | $14,850 | $0 | $31,732 | $0 | $701,763 | $0 | $0 |
| Denise Chamberlain | ||||||||||||||
| CFO, South Region/Treasurer (until 12/15/23) | $0 | $634,519 | $0 | $111,224 | $0 | $590,629 | $0 | $144,204 | $0 | $13,975 | $0 | $1,494,552 | $0 | $0 |
| Gerald P Gallagher | ||||||||||||||
| System President & CEO | $0 | $1,988,061 | $0 | $2,102,878 | $0 | $9,594 | $0 | $2,145,878 | $0 | $37,118 | $0 | $6,283,529 | $0 | $0 |
| Chris J Mollet | ||||||||||||||
| System Chief Legal Officer/Secretary (until 3/31/23) | $0 | $178,687 | $0 | $100,906 | $0 | $580,299 | $0 | $149,148 | $0 | $7,056 | $0 | $1,016,097 | $0 | $0 |
| Jason Ogden | ||||||||||||||
| Assistant Treasurer | $0 | $318,037 | $0 | $128,318 | $0 | $28,775 | $0 | $14,850 | $0 | $28,054 | $0 | $518,035 | $0 | $0 |
| Douglas D Welday | ||||||||||||||
| System Chief Financial Officer | $0 | $861,244 | $0 | $869,308 | $0 | $20,196 | $0 | $257,414 | $0 | $26,751 | $0 | $2,034,913 | $0 | $0 |
| Jennifer Enright | ||||||||||||||
| Former Key Employee | $137,760 | $0 | $5,263 | $0 | $12,686 | $0 | $7,007 | $0 | $28,553 | $0 | $191,269 | $0 | $0 | $0 |
| John Klosowski | ||||||||||||||
| Former Key Employee | $190,841 | $0 | $10,937 | $0 | $16,155 | $0 | $9,807 | $0 | $9,305 | $0 | $237,045 | $0 | $0 | $0 |
| Maureen Kunz | ||||||||||||||
| Former Key Employee | $0 | $207,551 | $0 | $20,660 | $0 | $17,144 | $0 | $11,041 | $0 | $31,236 | $0 | $287,632 | $0 | $0 |
| Kristi Devalk-Caswick | ||||||||||||||
| Former Key Employee | $170,391 | $0 | $6,101 | $0 | $12,416 | $0 | $8,501 | $0 | $3,565 | $0 | $200,975 | $0 | $0 | $0 |
| Michael McKenna | ||||||||||||||
| Former Key Employee | $0 | $237,929 | $0 | $8,618 | $0 | $25,866 | $0 | $12,259 | $0 | $28,715 | $0 | $313,388 | $0 | $0 |
| Katie McGovern | ||||||||||||||
| SVP, Medical Group Operations, South Region | $0 | $298,642 | $0 | $36,099 | $0 | $2,374 | $0 | $71,077 | $0 | $32,217 | $0 | $440,409 | $0 | $0 |
| Arvind Ramanathan | ||||||||||||||
| Director, Medical Group Operations | $0 | $166,063 | $0 | $6,654 | $0 | $378 | $0 | $7,789 | $0 | $32,796 | $0 | $213,680 | $0 | $0 |
| Daniel Sullivan | ||||||||||||||
| Co-Chief Physician Exec (left) | $0 | $109,501 | $0 | $94,062 | $0 | $617,952 | $0 | $145,440 | $0 | $2,253 | $0 | $969,209 | $0 | $0 |
| Zahab Ahsan | ||||||||||||||
| Physician | $1,428,565 | $0 | $0 | $0 | $1,173 | $0 | $14,850 | $0 | $23,601 | $0 | $1,468,189 | $0 | $0 | $0 |
| Alexander Jones | ||||||||||||||
| Physician | $1,074,477 | $0 | $167 | $0 | $2,712 | $0 | $14,850 | $0 | $30,757 | $0 | $1,122,963 | $0 | $0 | $0 |
| Kamran Khan | ||||||||||||||
| Physician | $1,129,083 | $0 | $0 | $0 | $1,644 | $0 | $14,850 | $0 | $5,952 | $0 | $1,151,529 | $0 | $0 | $0 |
| Brian Myre | ||||||||||||||
| Physician | $1,057,614 | $0 | $0 | $0 | $1,140 | $0 | $14,850 | $0 | $10,418 | $0 | $1,084,022 | $0 | $0 | $0 |
| William Schueler | ||||||||||||||
| Physician | $1,119,704 | $0 | $500 | $0 | $2,925 | $0 | $14,850 | $0 | $31,748 | $0 | $1,169,727 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | The organization's officers and certain key employees are offered life insurance and long-term disability benefits. A transition bonus is paid to certain executives that no longer receive a gross-up payment to cover the tax impacts for life insurance and long-term disability. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | ALL EDWARD HEALTH VENTURES EMPLOYEES ARE OFFERED A MEMBERSHIP AT THE EDWARD HEALTH & FITNESS CENTER, AN AFFILIATE OF EDWARD-ELMHURST HEALTHCARE, AS A TAXABLE EMPLOYEE BENEFIT. THE EDWARD HEALTH VENTURES PRESIDENT IS ALSO PROVIDED THIS BENEFIT FOR THEIR SPOUSE AND CHILDREN, ALSO AS A TAXABLE BENEFIT. THE VALUE OF THIS BENEFIT IS DETERMINED BASED UPON THE FAIR MARKET VALUE OF THESE MEMBERSHIPS, WHICH IS IN TURN DETERMINED BASED UPON THE ACTUAL AMOUNT THAT THE EDWARD HEALTH & FITNESS CENTER CHARGES TO OTHER CORPORATE CUSTOMERS. |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individuals received severance payments based upon mutually agreed-upon separation agreement entered into with the organization: Chris Mollet - $444,092 Daniel Sullivan - $485,197 Mary Lou Mastro - $2,761,436 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | INDIVIDUALS WHO HAVE THE TITLE OF VICE PRESIDENT OR HIGHER ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); ANY ELIGIBLE PARTICIPANTS MUST BE APPROVED BY THE EDWARD-ELMHURST HEALTHCARE BOARD OF TRUSTEES. THE SERP WAS ESTABLISHED TO RECOGNIZE THE VALUABLE CONTRIBUTIONS THAT EACH OF THE PARTICIPANTS MAKES TO THE OPERATIONS OF EDWARD-ELMHURST HEALTHCARE AND TO REWARD CERTAIN EXECUTIVE EMPLOYEES FOR THEIR LONG-TERM SERVICE AND COMMITMENT TO EDWARD-ELMHURST HEALTHCARE. THE SERP IS DESIGNED TO SUPPLEMENT THESE PARTICIPANTS' INCOME IF THEY REMAIN WITH EDWARD-ELMHURST HEALTHCARE UNTIL AGE 65. IN EXCHANGE FOR THIS LONG-TERM SERVICE, EDWARD-ELMHURST HEALTHCARE WANTS TO SUPPLEMENT THESE PARTICIPANTS' RETIREMENT INCOME WITH ADDITIONAL ANNUAL COMPENSATION THAT IS INVESTED IN AN ANNUITY CONTRACT OR A LIFE INSURANCE VEHICLE; CONTRIBUTIONS VEST AFTER FIVE YEARS. The following individuals participated in a supplemental nonqualified retirement plan and below are the increases to the plan balances during 2023: Katie McGovern - $56,227 Joseph Dant - $110,202 Chris Mollet - $134,298 Daniel Sullivan - $130,590 Denise Chamberlain - $129,354 Gerald P Gallagher - $1,707,569 Douglas D Welday - $77,789 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Chris Mollet - $134,298 Daniel Sullivan - $130,590 Denise Chamberlain - $583,558 Joseph Dant - $158,850 |
| Schedule J, Part I, Line 7 Non-fixed payments | SCHEDULE J, PART 1, LINE 7 IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS, WHOSE SALARY AND BENEFITS ARE PAID BY THE REPORTING ORGANIZATION OR A RELATED ORGANIZATION, RECEIVED A NONFIXED PAYMENT (BONUS) DURING THE YEAR. THE NON-FIXED PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) AS BONUSES. THE BONUS AMOUNTS DETERMINED ARE BASED ON A FIXED PERCENTAGE OF BASE COMPENSATION, HOWEVER THEY ARE DISCRETIONARY IN NATURE, IN THAT DISCRETION IS GIVEN AS TO WHETHER OR NOT A BONUS WILL BE PAID FOR THE REPORTING PERIOD. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN SULLIVAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Employment of Family Member Daniel Sullivan, Key Employee | RelationshipDescriptionTxt |
| Transaction | $617,256 | TransactionAmt |
| Transaction | Compensation of Family Member | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 VOLUNTEERS | OUR VOLUNTEERS WORK IN A LARGE MAJORITY OF AREAS THROUGHOUT THE EDWARD-ELMHURST HEALTHCARE SYSTEM. THE RESPONSIBILITIES OF THE VOLUNTEERS VARY, DEPENDENT ON THE AREA THEY ARE VOLUNTEERING IN AND THE PROJECTS TO BE COMPLETED. VOLUNTEERS HAVE ASSISTED WITH CLERICAL WORK, DATA ENTRY, MEETING AND GREETING, FRIENDLY VISITS, ESCORTING AND PROVIDING GENERAL INFORMATION TO PATIENTS AND VISITORS. WE TRACK OUR VOLUNTEER HOURS MONTHLY. ALL OF THE VOLUNTEERS SIGN IN AND OUT EACH SHIFT AND WE COLLECT THE SIGN IN SHEETS AT THE END OF THE MONTH. FOR THROUGHOUT THE SYSTEM, FOR 2023, OUR VOLUNTEERS GAVE 60,000 HOURS OF SERVICE. |
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | EDWARD HEALTH VENTURES FOLLOWS THE MISSION OF ENDEAVOR HEALTH. THE MISSION OF ENDEAVOR HEALTH IS TO "HELP EVERYONE IN OUR COMMUNITIES BE THEIR BEST." CENTRAL TO THIS MISSION IS A COMMITMENT TO PROVIDING CLINICAL PROGRAMS AND SERVICES THAT MEET COMMUNITY HEALTH NEEDS, WHILE ALSO PURSUING CONTINUOUS IMPROVEMENT TO IDENTIFY AND UNDERSTAND FUTURE NEEDS. |
| Form 990, Part VI, Line 15a Process to Establish Compensation of CEO and Other Employees | A DETAILED COMPENSATION REVIEW OF THE TOP EXECUTIVES, INCLUDING THE CHIEF EXECUTIVE OFFICER, IS CONDUCTED ANNUALLY. MARKET DATA IS COLLECTED AND ASSESSED BY AN EXTERNAL INDEPENDENT COMPENSATION CONSULTANT WHO SPECIALIZES IN COMPENSATION CONSULTING WITHIN THE HEALTHCARE INDUSTRY. THE WORK PRODUCT FROM THIS STUDY IS REVIEWED SEPARATELY WITH ENDEAVOR HEALTH LEGAL COUNSEL. MARKET DATA FOR BASE AND VARIABLE COMPENSATION IS ASSESSED ANNUALLY FOR INTEGRATED DELIVERY SYSTEMS AND ACADEMIC MEDICAL CENTERS THAT ARE SIMILAR IN SIZE AND COMPLEXITY. THE MARKET ASSESSMENT INCLUDES ASSESSING JOB CONTENT IN ORDER TO MAKE APPROPRIATE MARKET DATA COMPARISONS. SPECIFIC RECOMMENDATIONS ARE THEN REVIEWED, DISCUSSED AND APPROVED AS APPROPRIATE WITH THE ENDEAVOR HEALTH COMPENSATION COMMITTEE, IN SESSION WITH LEGAL COUNSEL PRESENT, IN ADVANCE OF IMPLEMENTATION. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | SEAN CHOU, MARGARET DIXON HARRELL, ELIZABETH AQUINO, VALERIE CAHILL, MARK GOMEZ, MICHAEL HOFFMAN, CHRISTINE JEFFRIES, TOM S LEE, David Morrissey, RAVI NEMIVANT, ROBERT PLATT, ADAM SCHRIEDEL, RAM SHIVAKUMAR, WALTER WHANG - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | EDWARD HEALTH VENTURES' SOLE CORPORATE MEMBER IS EDWARD-ELMHURST HEALTHCARE, AN ILLINOIS NOT-FOR-PROFIT AND SECTION 501(C)(3) TAX-EXEMPT CORPORATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | EDWARD HEALTH VENTURES' SOLE CORPORATE MEMBER, EDWARD-ELMHURST HEALTHCARE, MAY ELECT REMOVE AND REPLACE MEMBERS OF THE BOARD OF TRUSTEES OF EDWARD HEALTH VENTURES. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE BOARD OF TRUSTEES OF EDWARD HEALTH VENTURES' SOLE CORPORATE MEMBER, EDWARD ELMHURST HEALTHCARE, HAS THE FOLLOWING EXCLUSIVE POWERS OVER EDWARD HEALTH VENTURES: (I) ELECT, REMOVE, AND REPLACE, TRUSTEES ON THE BOARD OF EDWARD HEALTH VENTURES. (II) INTERVENE IN ANY ACTION OR PLAN OF THE CORPORATION TO THE EXTENT THE BOARD OF TRUSTEES OF THE CORPORATE MEMBER, IN ITS SOLE DISCRETION, DEEMS IT NECESSARY TO DO SO IN ORDER TO AVOID SIGNIFICANT RISK TO THE TAX EXEMPT STATUS, LICENSURE, OR ACCREDITATION OF THE CORPORATION, THE CORPORATE MEMBER, EDWARD HOSPITAL, ANY SUBSIDIARY OR OTHER AFFILIATE OF THE CORPORATE MEMBER, OR ANY FACILITY OPERATED BY ANY OF THE FOREGOING, OR TO AVOID SIGNIFICANT LEGAL, REGULATORY OR FINANCIAL RISK TO ANY OF THEM. (III) SELECT AND APPOINT INDEPENDENT AUDITORS FOR THE CORPORATION, AND DIRECT THE PERFORMANCE OF AN ANNUAL INDEPENDENT AUDIT OF THE FINANCIAL CONDITION OF THE CORPORATION. IN ADDITION THE APPROVAL OF THE CORPORATE MEMBER SHALL BE REQUIRED TO AUTHORIZE THE FOLLOWING MATTERS: (I) THE ADOPTION, AMENDMENT, AND REPEAL OF THE AMENDED AND RESTATED ARTICLES OF INCORPORATION OF THE CORPORATION AND BYLAWS. (II) THE ADOPTION AND APPROVAL OF ANY PLAN OF DISSOLUTION OR LIQUIDATION OF THE CORPORATION, ANY PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION OR OTHER ENTITY; AND/OR ANY EXCHANGE, SALE OR TRANSFER OF ANY MATERIAL PORTION OF THE ASSETS OF THE CORPORATION IN ANY TRANSACTION OR SERIES OF RELATED TRANSACTIONS. (III) THE ADOPTION, APPROVAL, AMENDMENT, RESTATEMENT OR MODIFICATION OF ANY FINANCIAL CONTROL POLICY FOR THE CORPORATION AND THE TAKING OF ANY ACTION BY OR ON BEHALF OF THE CORPORATION NOT OTHERWISE IN CONFORMANCE WITH ANY SUCH POLICY. (IV) THE AMENDMENT OR REVISION OF THE INITIAL PURPOSE AND SCOPE OF SERVICES OF THE CORPORATION, INCLUDING LOCATION, SIZE, OPERATIONS AND ACTIVITIES. (V) THE ADOPTION OF ANY AND ALL ANNUAL OPERATING AND CAPITAL BUDGETS, STRATEGIC PLANS, CAPITAL INVESTMENTS AND/OR CAPITAL ALLOCATIONS OF THE CORPORATION. (VI) THE AUTHORIZATION OR APPROVAL OF ANY LONG-TERM BORROWING OF MONEY BY THE CORPORATION, OR THE AUTHORIZATION OR APPROVAL OF ANY PREPAYMENT, IN WHOLE OR IN PART, REFINANCING, INCREASE, MODIFICATION OR EXTENSION OF ANY SUCH INDEBTEDNESS. (VII) THE GRANTING OF ANY SECURITY INTEREST IN, OR OTHERWISE PROVIDING FOR THE ENCUMBRANCE OF, ANY OF THE ASSETS OR REVENUES OF THE CORPORATION. (VIII) THE CREATION AND/OR ADDITION OF ANY DIRECT OR INDIRECT SUBSIDIARIES OR AFFILIATES OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, ANY NOT-FOR-PROFIT OR FOR-PROFIT CORPORATIONS, LIMITED LIABILITY COMPANIES, PARTNERSHIPS OR OTHER LEGAL ENTITIES. (IX) THE FILING OF A VOLUNTARY PETITION, OR ANY CONSENT TO THE INVOLUNTARY FILING OF A PETITION, BY OR ON BEHALF OF THE CORPORATION, IN BANKRUPTCY OR ANY REORGANIZATION, OR ANY APPOINTMENT OF A RECEIVER ON BEHALF OF THE CORPORATION. (X) THE SUBMISSION OF ANY APPLICATIONS, FILINGS OR MATERIAL CORRESPONDENCE TO THE ILLINOIS HEALTH FACILITIES AND SERVICES REVIEW BOARD OR ANY SUCCESSOR THERETO (THE "IHFSRB") FOR ANY PROPOSED PROJECT OR ACTIVITY OF THE CORPORATION SUBJECT TO THE JURISDICTION OF THE IHFSRB, REGARDLESS OF THE LEVEL OF CAPITAL EXPENDITURE. (XI) THE PURCHASE OR SALE BY THE CORPORATION OF ANY INTEREST IN REAL PROPERTY. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 was reviewed by executive management and an outside accounting firm. The Form 990 was then provided to the ENDEAVOR HEALTH'S Board of Trustees for review for the ability to ask questions of management prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All officers, directors and employees are required to report potential conflicts of interest to the Compliance Officer when his/her circumstances could create a conflict of interest, or prior to their arising, so that the health system can proactively review the report to identify actual and potential Conflicts of Interest. In addition, on an annual basis, members of the Board of Directors, Corporate Officers, and other key employees will be provided with a Conflict of Interest Questionnaire, which is used for purposes of reporting potential Conflicts of Interest. Subsequent to reporting, and depending on the nature of the matter, the Compliance Officer will review the reported information and arrive at a determination regarding the matter based upon his/her knowledge of the organization and/or in consultation with other members of management. Determinations will be reviewed with the Executive Leadership Team or designee for members of management, all categories of physicians, and the Board of Directors. Determinations will be reviewed with the Board of Directors for senior management and members of the Board of Directors. If it is determined that a Conflict of Interest exists, appropriate mitigating or remedial measures may be taken through a management plan. If a management plan has yet to be developed and the individual is involved in discussion related to his/her conflict, the individual must disclose the Conflict of Interest to those involved in the conversation and must recuse him/herself from participating in the conversation and making a decision on behalf of the health system. If this conversation takes place at a Board meeting, the minutes of the meeting should reflect the fact that the Conflict of Interest has been disclosed and the individual has recused him/herself. If the issue or circumstances cannot be adequately addressed through a management plan or if the proposed or actual arrangement is inconsistent with the health system's Guiding Principles for Conflicts of Interest, the conflict will be eliminated. Disclosure of the management plan may be made to appropriate individuals or committees, which may include patients, students, a department, group, or others as necessary. Monitoring and oversight of Conflicts of Interest and management plans will be conducted by the Executive Leadership Team. In the event that an individual engages in prohibited activities or does not provide prompt or transparent Reporting in compliance with this policy or does not comply with a determination and/or management plan, a review will be performed and appropriate corrective action may be taken, including retraining, referral for further action, termination of employment, termination of the agreement with the health system, or removal from the Board of Directors. |
| Form 990, Part VI, Line 19 Required documents available to the public | CURRENTLY, THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. IF A REQUEST IS RECEIVED FOR THIS INFORMATION, IT IS FORWARDED ON TO EITHER THE LEGAL DEPARTMENT OR THE FINANCE DEPARTMENT, AND THE MATERIALS WOULD THEN BE PROVIDED TO THE REQUESTOR. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS) WEBSITE AT WWW.EMMA.MSRB.ORG. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Behavioral Care Management - Total Revenue: 2469003, Related or Exempt Function Revenue: 2469003, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other program service revenue - Total Revenue: 4436925, Related or Exempt Function Revenue: 4436925, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Internal support of non-operations - -85529; Net asset transfers to affiliates - 50265950; Change in Minority Interest - 348246; Distributions from Joint Venture - 561000; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD-ELMHURST HEALTHCARE | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363513954 | Healthcare | IL | 501(c)(3) | Type II | Endeavor Health | false |
| NAPERVILLE PSYCHIATRIC VENTURES | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363965251 | HOSPITAL | IL | 501(c)(3) | 3 | EDWARD HEALTH VENTURES | Yes (true) |
| EDWARD FOUNDATION | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363723705 | FUNDRAISING | IL | 501(c)(3) | 7 | EDWARD-ELMHURST HEALTHCARE | Yes (true) |
| EDWARD HEALTH & FITNESS CENTER | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363555528 | HEALTHCARE | IL | 501(c)(3) | 10 | EDWARD HEALTH VENTURES | Yes (true) |
| EDWARD HOSPITAL | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 363297173 | HOSPITAL | IL | 501(c)(3) | 3 | EDWARD ELMHURST HEALTHCARE | Yes (true) |
| EDWARD AMBULANCE SERVICES LLC | ||||||||||
| 801 SOUTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | 452389060 | HEALTHCARE | IL | 501(c)(3) | 10 | EDWARD HOSPITAL | Yes (true) |
| ELMHURST MEMORIAL HOSPITAL | ||||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | 362167784 | HOSPITAL | IL | 501(c)(3) | 3 | ELMHURST MEMORIAL HEALTHCARE | Yes (true) |
| ELMHURST MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | 363083197 | FUNDRAISING | IL | 501(c)(3) | 7 | ELMHURST MEMORIAL HOSPITAL | Yes (true) |
| ELMHURST MEMORIAL HEALTHCARE | ||||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | 364037473 | SUPPORTING ORG | IL | 501(c)(3) | Type II | EDWARD ELMHURST HEALTHCARE | Yes (true) |
| RADIATION MEDICINE INSTITUTE | ||||||||||
| 3040 Salt Creek Lane | Arlington Heights | IL | 60005 | 363815543 | HEALTHCARE | IL | 501(c)(3) | Type I | Endeavor Health Clinical Operations | Yes (true) |
| Endeavor Health Clinical Operations | ||||||||||
| 3040 Salt Creek Lane | Arlington Heights | IL | 60005 | 362167060 | HEALTHCARE | IL | 501(c)(3) | 3 | Endeavor Health | false |
| Endeavor Health Medical Group | ||||||||||
| 3040 Salt Creek Lane | Arlington Heights | IL | 60005 | 363738206 | HEALTHCARE | IL | 501(c)(3) | 10 | Endeavor Health Clinical Operations | Yes (true) |
| SWEDISH COVENANT HEALTH | ||||||||||
| 5145 N CALIFORNIA AVENUE | CHICAGO | IL | 60625 | 362179813 | HOSPITAL | IL | 501(c)(3) | 3 | Endeavor Health Clinical Operations | Yes (true) |
| SWEDISH COVENANT HOSPITAL FOUNDATION | ||||||||||
| 5145 N CALIFORNIA AVENUE | CHICAGO | IL | 60625 | 205055155 | SUPPORT OF SWEDISH COVENANT HOSPITAL | IL | 501(c)(3) | 7 | SWEDISH COVENANT HEALTH | Yes (true) |
| NORTHWEST COMMUNITY HEALTHCARE | ||||||||||
| 3040 SALT CREEK LAKE | ARLINGTON HEIGHTS | IL | 60005 | 363125209 | SUPPORT OF NORTHWEST COMMUNITY HEALTHCARE | IL | 501(c)(3) | Type II | Endeavor Health Clinical Operations | Yes (true) |
| NORTHWEST COMMUNITY HOSPITAL | ||||||||||
| 3040 SALT CREEK LANE | ARLIINGTON HEIGHTS | IL | 60005 | 362340313 | HOSPITAL | IL | 501(c)(3) | 3 | NORTHWEST COMMUNITY HEALTHCARE | Yes (true) |
| NORTHWEST COMMUNITY HOSPITAL FOUNDATION | ||||||||||
| 3040 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 363125193 | FUNDRAISING | IL | 501(c)(3) | 7 | NORTHWEST COMMUNITY HEALTHCARE | Yes (true) |
| Endeavor Health | ||||||||||
| 3040 Salt Creek Lane | Arlington Heights | IL | 60005 | 874520691 | HEALTHCARE SYSTEM PARENT | IL | 501(c)(3) | Type III-FI | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELMHURST OUTPATIENT SURGERY CENTER LLC | ||||||||||||||
| 1200 S YORK ROAD SUIT 1400 | ELMHURST | IL | 60126 | 364150045 | SURGERY CENTER | IL | Elmhurst Memorial Healthcare | N/A | ||||||
| INSIGHT MEDICAL IMAGING LLC | ||||||||||||||
| 8930 WAUKEGAN RD STE 130 | MORTON GROVE | IL | 60053 | 822352016 | HEALTHCARE | IL | EDWARD HEALTH VENTURES | Related | $127,051 | $1,190,876 | false | false | 0.6 | |
| MIDWEST ENDOSCOPY LLC | ||||||||||||||
| 1243 RICKERT DRIVE | NAPERVILLE | IL | 60540 | 208292570 | HEALTHCARE | IL | EDWARD HEALTH VENTURES | Related | $2,067,882 | $403,777 | false | false | 0.51 | |
| RESIDENTIAL HOME HEALTH ILLINOIS LLC | ||||||||||||||
| 5440 CORPORATE DRIVE SUITE 400 | TROY | MI | 48098 | 270179825 | HEALTHCARE | IL | NA | N/A | ||||||
| RAVINE WAY SURGERY CENTER LLC | ||||||||||||||
| 2401 RAVINE WAY | GLENVIEW | IL | 60025 | 201245279 | HEALTHCARE | IL | Endeavor Health Clinical Operations | N/A | ||||||
| NWC DAY SURGERY CENTER II LLC | ||||||||||||||
| 3040 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 300798249 | OUTPATIENT CARE | IL | NORTHWEST COMMUNITY HEALTHCARE | N/A | ||||||
| NORTHWEST ENDO CENTER LLC | ||||||||||||||
| 3040 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 812338623 | SURGICAL CARE | IL | NWC HEALTH SERVICES INC | N/A | ||||||
| ENVISION MEDICAL IMAGING | ||||||||||||||
| 8930 WAUKEGAN ROAD | MORTON GROVE | IL | 60053 | 822067179 | IMAGING SERVICES | IL | NWC HEALTH SERVICES INC | N/A | SUITE 130 | |||||
| RHHI Holdco LLC | ||||||||||||||
| 400 Northpoint Circle | Seven Fields | PA | 16046 | 873745286 | Healthcare | IL | NA | N/A | Suite 203 | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IHP ACO | ||||||||||||||||
| 1100 W 31st Street | Suite 300 | Downers Grove | IL | 60515 | 462848987 | HEALTHCARE | IL | Edward-Elmhurst Healthcare | C Corporation | false | ||||||
| ELMHURST MEMORIAL HEALTH TECHNOLOGIES LLC | ||||||||||||||||
| 855 NORTH CHURCH COURT | ELMHURST | IL | 60126 | 363229839 | PRACTICE MANAGEMENT | IL | Elmhurst Memorial Healthcare | C Corporation | Yes (true) | |||||||
| EEH SPC - SEGREGATED PORTFOLIO A | ||||||||||||||||
| 981238485 | INSURANCE | Edward-Elmhurst Healthcare | C Corporation | Yes (true) | GOVERNORS SQUARE BLDG 4 FLOOR 2 | 23 LIME TREE BAY | GRAND CAYMAN | CJ | KY11002 | CJ | ||||||
| EEH SPC - SEGREGATED PORTFOLIO B | ||||||||||||||||
| 981185160 | INSURANCE | Edward-Elmhurst Healthcare | C Corporation | Yes (true) | GOVERNORS SQUARE BLDG 4 FLOOR 2 | 23 LIME TREE BAY | GRAND CAYMAN | CJ | KY11002 | CJ | ||||||
| EEH SPC - Segregated Portfolio D | ||||||||||||||||
| INSURANCE | Edward-Elmhurst Healthcare | C Corporation | Yes (true) | GOVERNORS SQUARE BLDG 4 FLOOR 2 | 23 LIME TREE BAY | GRAND CAYMAN | CJ | KY11002 | CJ | |||||||
| DuPage Medical Group Portfolio Insurance Company | ||||||||||||||||
| INSURANCE | Edward-Elmhurst Healthcare | C Corporation | Yes (true) | PO Box 1051 | Grand Cayman | CJ | KY11002 | CJ | ||||||||
| NORTHSHORE LEGACY NPA INC | ||||||||||||||||
| 3040 Salt Creek Lane | Arlington Heights | IL | 60005 | 363648026 | HEALTHCARE | IL | Endeavor Health Medical Group | C Corporation | Yes (true) | |||||||
| NORTHSHORE PHYSICIAN ASSOCIATES VALUE BASED CARE LLC | ||||||||||||||||
| 3040 Salt Creek Lane | Arlington Heights | IL | 60005 | 822268872 | HEALTHCARE | IL | NORTHSHORE LEGACY NPA INC | C Corporation | Yes (true) | |||||||
| NORTHSHORE UNIVERSITY HEALTHSYSTEM INSURANCE INTERNATIONAL | ||||||||||||||||
| 980419452 | INSURANCE | NORTHSHORE UNIVERSITY HEALTHSYSTEM | C Corporation | Yes (true) | CJ | |||||||||||
| SWEDISH COVENANT MANAGEMENT SERVICES INC | ||||||||||||||||
| 5145 N CALIFORNIA AVENUE | CHICAGO | IL | 60625 | 364073303 | PHYSICIAN PRACTICE MANAGEMENT | IL | SWEDISH COVENANT HEALTH | C Corporation | Yes (true) | |||||||
| SWEDISH COVENANT PHYSICIAN PARTNERS LTD | ||||||||||||||||
| 5145 N CALIFORNIA AVE | CHICAGO | IL | 60625 | 363120220 | Managed Healthcare Provider | IL | SWEDISH COVENANT HEALTH | C Corporation | Yes (true) | |||||||
| NORTHWEST COMMUNITY HEALTH SERVICES INC | ||||||||||||||||
| 800 WEST CENTRAL ROAD | ARLINGTON HEIGHTS | IL | 60005 | 363312906 | HEALTHCARE | IL | NORTHWEST COMMUNITY HEALTHCARE | C Corporation | Yes (true) | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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