2011-08-11T09:13:04-04:00 2010-09-30 Deloitte Tax LLP 111 South Wacker Drive Chicago IL 60606 990 2009-10-01 362167060 NorthShore University HealthSystem NORT 8475702000 1301 Central Street Evanston IL 60201 GARY E WEISS 2011-08-09 true 3124861000 2009 2016-02-24 21:20:13Z Gary E Weiss 1301 Central Street Evanston IL 60201 1712398615 false X northshore.org X 1891 IL The core mission of NorthShore University HealthSystem is to preserve and improve human life. 25 21 9970 1015 25175642 -850732 8532715 11188035 1094216333 1136217061 -59265718 35568079 41787994 30629002 1085271324 1213602177 33242363 31956016 0 0 484877730 507921510 0 0 0 638599086 628153262 1156719179 1168030788 -71447855 45571389 2307023213 2673472097 1177225718 1304792510 1129797495 1368679587 See Schedule O false false 936411644 27352862 1138141743 PATIENT CARE - Headquartered in Evanston, IL, NorthShore University HealthSystem, (NorthShore), is a comprehensive, fully integrated, healthcare delivery system that serves the greater North Shore and northern Illinois communities. NorthShore includes four Hospitals: Evanston Hospital, Glenbrook Hospital, Highland Park Hospital and Skokie Hospital. The system has more than 2,000 affiliated physicians, including a multispecialty group practice with over 75 office locations under the NorthShore University HealthSystem Faculty Practice Associates. The NorthShore University HealthSystem Foundation seeks to obtain philanthropic support for ensuring the health system can provide advanced research and state-of-the-art facilities and equipment. The integrated health system has significant capabilities in a wide spectrum of clinical programs, including cancer, heart, orthopaedics, high-risk maternity and pediatrics. NorthShore is a national leader in the implementation of innovative technologies, including electronic medical records (EMRs). In 2003, NorthShore was among the first hospital system in the country to successfully launch a systemwide EMR with demonstrable benefits in quality, safety, efficiency and service to patients. NorthShore has been recognized by multiple national organizations for this notable achievement. NorthShore has also been named one of the nation's Top 100 Hospitals by Thomson Reuters, a leading provider of information and solutions to improve the cost and quality of healthcare. NorthShore was recently named a Top 100 Hospital for the fifteenth time, which is more times than any hospital in the United States. The award recognizes hospitals that have achieved excellence in clinical outcomes, patient safety, patient satisfaction, financial performance, and operational efficiency. In addition, NorthShore's four hospitals - Evanston, Glenbrook, Highland Park and Skokie - were named to the annual class of top national hospitals by the Leapfrog Group's Top Hospitals List for 2010. NorthShore's four hospitals were among 65 selected from a field of nearly 1,200 hospitals that participated voluntarily in the survey. The selections were based on the results of the Leapfrog Group's national survey that measures hospitals' performance in crucial areas of patient safety and quality. The survey is the most complete picture available of a hospital's quality and safety. NorthShore has also received Magnet recognition, which is given by the American Nurses Credentialing Center (ANCC) to recognize health care organizations that demonstrate excellence in nursing and high standards in patient care. The Magnet recognition is the highest honor in nursing and serves as a benchmark for patients to measure the safety and quality of care they can expect to receive. Only six percent of hospitals across the country have achieved this extraordinary recognition. NorthShore is also the only organization in Illinois to receive this prestigious designation as a system. NorthShore has aligned its community benefits program with the guiding principles outlined in Advancing the State of the Art of Community Benefit for nonprofit hospitals, which provides a set of uniform standards to increase accountability and align governance, management, and operations to return benefit to local communities. The five guiding principles are: 1) Disproportionate Unmet Health-Related Needs, 2) Primary Prevention, 3) Seamless Continuum of Care, 4) Build Community Capacity, and 5) Community Collaboration. NorthShore informs and educates patients who may be billed for patient care of the Financial Assistance program by posting signage (both English and Spanish) in all our facilities' Emergency Departments and at our Central Registration areas. The NorthShore Patient Handbook is also presented to patients upon admission and it describes our Financial Assistance program that includes Charity Care. NorthShore also has approximately 13 full time financial counselors and 22 customer service agents working in our hospitals and clinics, and they are responsible for coordinating financial assistance and eligibility. Any uninsured patient admitted into the hospital will have their case reviewed by a financial counselor. NorthShore billing statements also indicate the Financial Assistance program and necessary contact information, and collection agencies are also instructed to offer charity care to potentially eligible patients. The NorthShore website is another useful resource that informs patients about the Financial Assistance program with links to the application process and the actual financial application. Any patient having difficulty paying their portion of the bill will have their case reviewed by either our financial counselors or by calling our Customer Service department. Evanston Hospital - With a history dating to 1891, Evanston Hospital is a 372-licensed bed hospital and serves as the nucleus of the NorthShore University HealthSystem. Evanston Hospital demonstrates leadership in cancer and cardiac care, providing specialized cancer services at the Kellogg Cancer Care Center and comprehensive heart care at the Cardiovascular Care Center. Physicians work alongside leading researchers to translate the latest technology, treatment and research into improved patient care. As a Level Three Perinatal Center for high risk obstetrics, the Women's Hospital offers a comfortable birthing environment where high risk mothers and their babies have access to the latest technology and a highly trained staff. Evanston Hospital is the regional referral center for high risk maternal transports for eight suburban Chicago hospitals. The Hospital is also a licensed Level I Trauma Center. During fiscal year 2010, Evanston Hospital total admissions were 19,328, and total patient days were 98,086. As of September 2010, Evanston Hospital had 2,908 employees. Glenbrook Hospital - Opened in 1977, Glenbrook Hospital is a 169-licensed bed hospital facility offering high-tech medical care in a community hospital setting. Few hospitals of its size deliver such diverse services as cardiac care, including cardiac catheterization and ultra fast CT scan; total hip and knee replacement; the Eye and Vision Center for LASIK and other eye surgery; and neurological services including a new sleep center, a cognitive and memory disorder program and a Parkinson's Disease clinic. Glenbrook Hospital also features a top notch gastroenterology (GI) suite with advanced technology. Paired with a highly qualified team of physicians, the GI program is among the strongest in the region for research, diagnosis and treatment. Children's at Glenbrook provides outpatient pediatric services and ambulatory surgery in partnership with Children's Memorial Hospital. A Level II Trauma Center, the Emergency Department of Glenbrook Hospital has been ranked No. 1 in the nation for patient satisfaction and offers a Fast Track service for prompt responsive treatment of minor illnesses and injuries. Near Glenbrook Hospital, the Park Center, in the Glenview Park District building, offers several services, including an Integrative Medicine Program, appointments with physicians in Rheumatology and Physical Medicine, rehabilitation services, community wellness programs and a retail herbal and wellness pharmacy. During fiscal year 2010, Glenbrook Hospital total admissions were 9,174, and total patient days were 42,129. As of September 2010, Glenbrook Hospital had 1,014 employees. (Continued on Schedule O) 45261217 910603 EDUCATION - NorthShore University HealthSystem (NorthShore) is committed to excellence in its academic mission and supports teaching and research in its role as the principal teaching affiliate of the University of Chicago Pritzker School of Medicine. NorthShore also has additional teaching affiliation agreements with Rush University Medical Center, University of Illinois-Chicago, Stroger Hospital, and Northwestern University Feinberg School of Medicine. NorthShore has an extensive selection of training programs and fellowships to offer physicians at our own teaching and research facilities. During fiscal year 2010, a total of 187 residents and fellows participated in the NorthShore and affiliate-based programs. The NorthShore residency program areas included: Dentistry, Internal Medicine, Pathology, Preliminary Medicine (intern year), Transitional Medicine (1st Year prior to specialization), and Family Medicine. The NorthShore fellowship program areas included: Urogynecology, Magnetic Resonance Imaging, Musculoskeletal Imaging, and Pediatric Plastic Surgery. The affiliate-based residency program areas included: Anesthesiology, Dermatology, Emergency Medicine, Obstetrics and Gynecology, Orthopaedic Surgery, Pediatrics, Psychiatry, Radiology, General Surgery, Neurosurgery, Ophthalmology, Plastic Surgery, Podiatry, and Urology. The affiliate-based fellowship program areas included: Cardiology, Gastroenterology, Molecular Genetics Pathology, Pediatrics, Psychiatry, Radiology, and Surgical Oncology. The NorthShore School of Anesthesia operates out of Evanston Hospital. The program has full accreditation from the Council of Accreditation of Nurse Anesthesia Educational Programs. The mission of the school is to prepare qualified professional registered nurses for the advanced practice of nurse anesthesia in a variety of practice settings. The graduate nurse anesthetist demonstrates the knowledge, skills, and attitude necessary to take on leadership roles in the practice of nurse anesthesia. During fiscal year 2010, 68 students participated in the program. NorthShore also provides clinical training and internships for student nurses, allied health technicians, and social work students through collaborative relationships with Chamberlain College, College of DuPage, College of Lake County, North Park University, Loyola University Chicago, Oakton Community College, Rosalind Franklin University, University of Illinois, University of Illinois at Chicago, Rush University, DePaul University, Harper College, Midwestern University, Northwestern University, Northern Illinois University, and Eastern Illinois University. During the 2010 academic year, 1,309 students participated in clinical rotations at NorthShore. 4603154 4603154 RESEARCH - In order to increase the efficiency and quality of health care NorthShore provides, the NorthShore University HealthSystem Research Institute (Research Institute) was organized in 1996 to serve as an integral part of its health care mission and activities. The Research Institute was organized to provide a means for integrating leading-edge research into improved clinical care. The Research Institute also creates an environment to recruit and retain externally-funded research leadership in order to achieve the mission and goals of the organization. The Research Institute now houses nearly 200 externally funded research faculty who currently occupy over 100,000 net square feet of research space and work on nearly 1,000 active research protocols. Total external funding is now over $100 million. Funding from the NIH places the hospitals of NorthShore among the top 10 comprehensive independent research hospitals in the country. 986276015 true true false true false false false false true true false true false false true false false false false false true true false true true false false false false false false false false true true false false false false false true true false false true 778 0 true 9970 true true true true CJ false false false false false false false 25 21 true false false false false false false true true false true true true true true true true true true true true true IL X GARY L GEPHART 8475705053 1301 CENTRAL STREET EVANSTON IL 60201 Percy L Berger Sr 1.0 X 0 0 0 Michael S Caplan 18.0 X 230083 315362 25877 Toure S Claiborne 1.0 X 0 0 0 A Steven Crown 1.0 X 0 0 0 William L Davis 1.0 X 0 0 0 Mary Dillon 1.0 X 0 0 0 Laurie C Hochberg 1.0 X 0 0 0 Ike Hong 1.0 X 0 0 0 Thomas C Keeler 3.0 X 20512 431420 39484 Richard L Keyser 1.0 X 0 0 0 Janardan D Khandekar 23.0 X 511000 413324 41825 Lester B Knight III 1.0 X 0 0 0 Harvey N Medvin 1.0 X 0 0 0 Samuel M Mencoff 1.0 X 0 0 0 Andrew J Mills 1.0 X 0 0 0 M Jude Reyes 1.0 X 0 0 0 Susan B Sentell 1.0 X 0 0 0 Joseph W Szokol 6.0 X 120036 769580 45969 Mark S Talamonti 26.0 X 599930 373773 46239 J Mikesell Thomas 1.0 X 0 0 0 John R Walter 1.0 X 0 0 0 Sona Wang 1.0 X 0 0 0 Jonathan P Ward 1.0 X 0 0 0 William J White 1.0 X 0 0 0 Connie K Duckworth 1.0 X X 0 0 0 Gregory K Jones 1.0 X X 0 0 0 Harry M Jansen Kraemer Jr 1.0 X X 0 0 0 Mark R Neaman 41.0 X X 1861142 0 250493 Jeffrey H Hillebrand 41.0 X 928226 0 685006 Gary E Weiss 41.0 X 562440 0 105192 William Wrigley Jr 1.0 X 0 0 0 William D Bloomer 15.0 X 393030 669530 48823 Robert R Edelman 12.0 X 300000 683617 54916 Bernard G Ewigman 40.0 X 195411 0 48388 Gerald P Gallagher 40.0 X 378441 0 98282 Thomas H Hodges 40.0 X 675853 0 34115 Harry L Jones 40.0 X 346483 0 40088 William R Luehrs 40.0 X 502700 0 436368 Frederick E Miller 30.0 X 293016 91823 38795 Kristen Murtos 40.0 X 398437 0 97237 Sean O'Grady 40.0 X 286635 0 41471 Jesse Peterson Hall 40.0 X 446998 0 104395 William J Robb III 40.0 X 572562 0 18645 Nancy Semerdjian 40.0 X 397361 0 33197 Richard K Silver 30.0 X 702353 222379 48888 Douglas M Silverstein 40.0 X 525069 0 881352 Thomas W Smith 40.0 X 501482 0 99177 Jeffery S Vender 13.0 X 375000 768883 39798 Nicholas A Vick 14.0 X 141539 265076 33612 Thomas A Victor 3.0 X 66450 718652 46950 Brian Washa 40.0 X 339171 0 34566 Kenneth P Anderson 40.0 X 483296 0 41182 Raymond Grady 2.0 X 815352 0 203 Kerry Kerlin 2.0 X 383393 0 725 Roslyn Lennon 2.0 X 396245 0 6440 Gregory Pagliuzza 2.0 X 447931 0 1343 David C Holub 30.0 X 200386 65215 26201 15397963 5788634 3595242 443 true true true Aramark Management Services 2300 Warrenville Road DOWNERS GROVE IL 60515 Facilities/Diet Mgmt 48067815 Power Construction Company 2360 North Palmer Drive SCHAUMBURG IL 60173 Construction Mgmt 36844694 Pepper Construction Company 643 North Orleans Street CHICAGO IL 60610 Construction Mgmt 18609711 McKesson Health Solutions 5995 Winward Parkway ALPHARETTA GA 30005 IT Services 7428938 Bulley and Andrews LLC 1755 West Armitage Avenue CHICAGO IL 60622 Construction Mgmt 7174495 222 6522525 665510 4000000 11188035 PATIENT REVENUE 621990 742860020 742860020 MEDICARE AND MEDICAID REVENUE 621990 375124906 375124906 TUITION REVENUE 611600 910603 910603 RENT FROM AFFILIATED EXEMPT ORGS 900003 17321532 17321532 1136217061 21324688 -934422 22259110 626361 626361 0 4111550 8635285 -4523735 -4523735 -4523735 503400853 18753 488555257 1247319 14845596 -1228566 13617030 13617030 0 0 599840 358577 241263 241263 OFFSITE PHARMACIES 446110 7457156 7457156 CAFETERIA 722210 4735645 4735645 LAB REFERENCE TESTING 541380 17955279 17955279 4763394 2835285 697629 1230480 34911474 1213602177 1121730814 25175642 55507686 31956016 31956016 0 0 0 14934533 3469546 11464987 4870959 2494308 2376651 392902974 342367885 50535089 17981482 13770223 4211259 50643890 44761008 5882882 26587672 22832057 3755615 63261145 51580468 11680677 5412177 31416 5380761 705545 705545 0 0 12030184 12030184 81811818 55920909 25890909 11532767 11532767 26439396 21934405 4504991 1600779 1258302 342477 0 36674981 25962368 10712613 470429 244269 226160 0 979333 601872 377461 9678345 9678345 0 92028214 72819807 19208407 12229660 10653380 1576280 MEDICAL SUPPLIES 216549614 216549614 BAD DEBTS 29110123 29110123 MEDICAID TAX 24827631 24827631 DUES AND SUBSCRIPTIONS 1986939 780914 1206025 SALES TAX 367707 367707 456475 449020 7455 1168030788 986276015 181754773 0 7484875 3800843 17499211 51061808 8164470 185504443 166839183 16384951 18050162 7272276 8405724 1675553515 835123688 779277071 840429827 890039615 998580888 249697640 375818862 82330008 153863131 119990322 2307023213 2673472097 135926705 154807221 5447827 280800000 394054608 760499013 750482854 1177225718 1304792510 X 1129797495 1213731105 85601765 69346717 1129797495 1368679587 2307023213 2673472097 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 103339 103339 false Lobbying Activities Part II-B Line 1i NorthShore University HealthSystem (NorthShore) and its employees are members of various organizations that advocate on legal and policy issues that affect healthcare. A portion of the annual membership dues paid by NorthShore to these organizations are attributable to lobbying activities. 42760422 57871694 3630113 963656 103298573 41297746 2467038 -331934 672428 42760422 1.00000 false false 56336132 56336132 1006322401 461477187 544845214 37267716 13832074 23435642 479389057 351199803 128189254 96238208 8614623 87623585 840429827 HEDGE FUNDS 270012112 C PRIVATE EQUITY FUNDS 52591596 C PRIVATE EQUITY FUNDS 33899409 F REAL ASSET FUND 16764767 F OTHER INVESTMENTS 2550978 F 375818862 0 RESERVE FOR MALPRACTICE LOSSES 286391000 DEFERRED COMPENSATION 131327973 DUE TO AFFILIATES 202547542 DUE TO THIRD PARTIES 57776671 CURRENT MATURITY OF LT DEBT 9625000 SECURITIES LENDING PROGRAM 52388835 ASSET RETIREMENT OBLIGATION 9337705 MISCELLANEOUS LT LIABILITY 1000000 CURRENT BOND PAYABLE PREMIUM 88128 750482854 1213602177 1168030788 45571389 66232518 -694753 65537765 111109154 1245931008 66232518 10222427 76454945 1169476063 12955194 31170920 44126114 1213602177 1134821854 9616078 9616078 1125205776 12955194 29869818 42825012 1168030788 Transfer of Endowment Funds Part V Line 1b Endowment funds from NorthShore University HealthSystem Foundation and NorthShore University HealthSystem Research Institute were transferred to NorthShore University HealthSystem as part of the merger effective September 30, 2010. Endowment Funds Part V Line 4 Endowment fund earnings are available for healthcare services, including capital acquisition and maintenance, operations, free care, research, and education. FIN 48 Footnote Part X NorthShore and its related affiliates, except for NorthShore University HealthSystem Medical Group, Inc. (MG), known as NorthShore Exempt Group have been determined to qualify as a tax-exempt organization under 501(c)(3) of the Internal Revenue Code. Most of the income received by NorthShore Exempt Group is exempt from taxation under 501(a) of the Internal Revenue Code, as income related to the mission of the organization. Accordingly, there is no material provision for income tax for these entities. Some of the income received by exempt entities is subject to taxation as unrelated business income. NorthShore and its subsidiaries file income tax returns for the U.S. federal and various states. ASC 740-10, Income Taxes, requires that realization of an uncertain income tax position must be more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it can be recognized in the financial statements. Furthermore, this interpretation prescribes the benefit to be recorded in the 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 periods ended September 30, 2010 or 2009. MG does not have taxable asset or liabilities. MG currently has a net operating loss carryforward of $712,276, which generated an asset of $277,787. NorthShore currently has a net operating loss carryforward of $13,299,375, which generated an asset of $5,186,756. These assets are 100% offset by valuation allowances. Change in Net Assets Part XI Line 8 Amount represents related organization equity transfers. Reconciliation of Revenues Part XII Lines 2d and 4b Amounts represent gains and losses reported in Form 990 Part VIII and cash transfers to and from related organizations. Reconciliation of Expenses Part XIII Lines 2d and 4b Amounts represent gains and losses reported in Form 990 Part VIII and cash transfers to and from related organizations. Central America and the Caribbean Investments Central America and the Caribbean Program Services Medical Conferences 2832 Central America and the Caribbean Insurance 5620215 Europe (Including Iceland and Greenland) Insurance 4595 North America Program Services Conferences/Equipment 33330 5660972 true true X true X true X 600. true true true false true true 18325475 0 18325475 0.01610 88760375 75968872 12791503 0.01120 0 0 0 0.00000 107085850 75968872 31116978 0.02730 1816459 0 1816459 0.00160 45261217 9927756 35333461 0.03100 26805403 15077590 11727813 0.01030 0 0 0 0.00000 1562146 0 1562146 0.00140 75445225 25005346 50439879 0.04430 182531075 100974218 81556857 0.07160 0 0 0 0.00000 4897 0 4897 0.00000 406 0 406 0.00000 225 0 225 0.00000 171 0 171 0.00000 6412 0 6412 0.00000 6069 0 6069 0.00000 1679 0 1679 0.00000 19859 0 19859 0.00000 true 8186271 0 332990994 381925574 -48934580 X true true HPMOB LP Medical Office Building 0.28400 0.00000 0.71600 Ravine Way LLC Orthopaedic Surgery Center 0.30000 0.00000 0.70000 NorthShoreUSP LLC General Surgery Centers 0.49900 0.00000 0.50100 Evanston Hospital

2650 Ridge Avenue Evanston IL 60201

X X X X X Glenbrook Hospital

2100 Pfingsten Road Glenview IL 60026

X X X X X Highland Park Hospital

777 Park Avenue West Highland Park IL 60035

X X X X X Skokie Hospital

9600 Gross Point Road Skokie IL 60076

X X X X X Breast Health and Mammography Program

4999 Old Orchard Center Skokie IL 60077

Outpatient Mammography Center Fetal Diagnostic Center

5145 N California Avenue Chicago IL 60625

Outpatient Clinic Fetal Diagnostic Center

660 N Westmoreland Road Lake Forest IL 60045

Outpatient Clinic Fetal Diagnostic Center

755 S Milwaukee Avenue Libertyville IL 60048

Outpatient Clinic Fetal Diagnostic Center

880 W Central Road Arlington Heights IL 60005

Outpatient Clinic Glenbrook Medical Office Building (North

2150 Pfingsten Road Glenview IL 60026

Outpatient Clinic Glenbrook Medical Office Building (South

2050 Pfingsten Road Glenview IL 60026

Outpatient Clinic Glenview Park Center

2400 Chestnut Avenue Glenview IL 60026

Outpatient Clinic Graham Medical Office Building

1000 Central Street Evanston IL 60201

Outpatient Clinic Gurnee Medical Office Building

15 Tower Court Gurnee IL 60031

Outpatient Clinic Highland Park Ambulatory Care Building

757 Park Avenue West Highland Park IL 60035

Outpatient Clinic NorthShore Lab Services - Evanston

2500 Ridge Avenue Evanston IL 60201

Outpatient Clinic NorthShore Lab Services - Mount Prospect

1329 Wolf Road Mount Prospect IL 60056

Outpatient Clinic Old Orchard Primary Care

9977 Woods Drive Skokie IL 60077

Outpatient Clinic PM&R Benson Avenue

1729 Benson Avenue Evanston IL 60201

Outpatient Clinic PM&R Pediatrics Lab Services

9811 Woods Drive Skokie IL 60077

Outpatient Clinic PMR Fitness Center

1501 Busch Parkway Buffalo Grove IL 60089

Outpatient Clinic Vernon Hills Specialty Care Center

225 N Milwaukee Avenue Vernon Hills IL 60061

Outpatient Clinic Highland Park Medical Office Building

767 Park Avenue West Highland Park IL 60035

Outpatient Pharmacy Lake Forest Pharmacy

825 S Waukegan Avenue Lake Forest IL 60045

Outpatient Pharmacy Libertyville Pharmacy

1451 W Peterson Road Libertyville IL 60048

Outpatient Pharmacy Northbrook Pharmacy

1127 Church Street Northbrook IL 60062

Outpatient Pharmacy Adolescent Day School

3633 W Lake Avenue Glenview IL 60026

Theraputic Day School Ravine Way Surgery Center

2350 Ravine Way Glenview IL 60025

Joint Venture Orthopaedic Surgery Center North Shore Same Day Surgery

3725 West Touhy Avenue Lincolnwood IL 60712

Joint Venture General Surgery Center Elmwood Park Same Day Surgery

1614 North Harlem Avenue Elmwood Park IL 60707

Joint Venture General Surgery Center 25 East Same Day Surgery Center

25 East Washington Street Chicago IL 60602

Joint Venture General Surgery Center River North Same Day Surgery

One East Erie Street Chicago IL 60611

Joint Venture General Surgery Center The amount of bad debt expense that was included in Form 990, Part IX, line 25, column (A) but removed from the figure in Part I, Line 7, column (f) was $29,110,123. Accounts Receivable Financial Statement Footnote - The Corporation evaluates the collectibility of its accounts receivable based on the length of time the receivable is outstanding, payor class, and the anticipated future uncollectible amounts based on historical experience. Accounts receivable are charged to the allowance for uncollectible accounts when they are deemed uncollectible. Bad debt expense at cost was calculated using a cost-to-charge methodology. The Ratio of Patient Care cost to charges calculated to report charity care on Part I, Line 7a was multiplied by the bad debt expense to determine the bad debt expense at cost. Discounts and payments on patient accounts are excluded from bad debt expense in order to reflect the expected amount to be paid. NorthShore University HealthSystem (NorthShore) believes that all of the $48,934,580 shortfall should be considered as community benefit. The Internal Revenue Service Community Benefit Standard includes the provision of care to the elderly and Medicare patients. Medicare shortfalls must be absorbed by NorthShore in order to continue treating the elderly in our community. During fiscal year 2010, Medicare accounted for approximately 42% of hospital gross patient revenues. The hospital provides care regardless of this shortfall and thereby relieves the government of the burden of paying the full cost of care for Medicare beneficiaries. NorthShore University HealthSystem (NorthShore) follows the Illinois Fair Patient Billing Act. The collection policy is the same for all patients. Patients are screened for eligibility for financial assistance before collection procedures begin. After a patient meets the qualifications for financial assistance, the account balance is either partially or entirely written off. Any remaining balance would be collected under the existing debt collection policy. In addition to the four hospitals, NorthShore University HealthSystem (NorthShore) operates 18 outpatient clinics, four outpatient pharmacies, one therapeutic day school, and five ambulatory surgery centers. NorthShore University HealthSystem (NorthShore) consistently assesses the needs of its communities and those of the underserved to ensure that its community benefits programs are in alignment with the health needs of the communities it serves. In addition to collecting and analyzing available quantitative and qualitative data on mortality, disease incidence, utilization of and access to health care services, NorthShore established a mechanism in which to actively seek the involvement of our community and public health leaders in an ongoing manner to ensure that our analysis reflects the current public health needs in our area. Community Needs Assessment Methodology - In order to produce a comprehensive health assessment, NorthShore utilized a range of available data sources. Public health statistics on mortality, maternal, infant, and child health, emotional well-being and access to care were obtained from the Illinois Department of Public Health website. The most recent data available is from 2006. As public health data often lags by several years, and is only available at the state, Metropolitan Statistical Area, or county level, NorthShore also identified sources of zip-code level estimates of disease incidence metrics and socioeconomic status. This data assisted in understanding local levels of need and variation across our specific service area. (The zip-code level metrics included data from Thomson/Reuters from 2008, a health care information company, which creates estimates based on Census data, Medicare and third party insurance claims, and a nationally-representative household survey that includes self-reported health status, health care utilization, and self-report diagnoses.) NorthShore also identified zip-code level rates of preventable hospitalizations based on Agency for Healthcare Research and Quality (AHRQ) definitions. Preventable hospitalizations served as an indicator of the quality and depth of the outpatient management of chronic diseases, such as hypertension, high cholesterol, diabetes and obesity. The causes that trigger hospitalization were identified using the Illinois Hospital Associations COMPData database. Based on the compilation of these sources, NorthShore found that mortality and non-obstetric hospitalizations are driven predominantly by heart disease, cancer, stroke, pneumonia, diabetes and psychiatric conditions. Areas of greatest socioeconomic need within NorthShore's service area are concentrated in northern Lake County and the North Chicago neighborhoods. NorthShore also identified differences across the service area in the self-reported health status and diagnosis of disease, and compared overall rates to Healthy Goals 2010 (where applicable). Community Involvement - NorthShore utilizes multiple mechanisms for seeking out the collective voice of the community in understanding the unmet health needs. For example, each NorthShore hospital has a community advisory committee that includes a range of community leaders. These leaders represent local public health agencies, non-profit organizations serving low-income residents, faith based groups, and business and civic leaders. They advise each hospital and NorthShore on services or initiatives from a community perspective and provide strategic recommendations for community benefits programs. NorthShore's key senior administrators as well as its community relations staff maintain strong working relationships with local leaders, public health agencies, township officials and social service agencies not represented in the community advisory committee. In their role as community liaison, the community relations personnel serve as point of contact for NorthShore's involvement with community requests. In addition, community relations personnel coordinate the hospital presidents' role in NorthShore advocacy programs. Senior administrators at NorthShore also participate regularly in outreach to local leaders. NorthShore physicians and staff play an equally important role in identifying health trends and needs through their leadership, board participation and involvement in local, regional and national organizations. Information related to the health assessments and findings are communicated at the department level to NorthShore leadership. NorthShore will continue to track both quantitative and qualitative sources of public health information as it becomes available, as well as feedback from community leaders. Community health needs data is used in our annual strategic planning processes. Stakeholder participation is critical and greatly influences NorthShore's prioritization and execution of its community benefits programs. In addition, collaboration with local leadership allows NorthShore to detect urgent and growing needs that may be underrepresented or absent from aggregate data, in a timely and effective manner. Lastly, collaboration with local leaders has facilitated the development of signature programs, such as Be Well-Lake County and real time solutions to critical health challenges. Strategic Approach for Meeting Community Health Needs - NorthShore implements a three-fold strategy to address the health needs of the communities that it serves as follows: 1) Community benefits programs, signature initiatives and partnerships will address a need identified in the community health needs assessment conducted by NorthShore, 2) Community benefits programs, initiatives and partnerships will address a need identified by the community, 3) Community benefits programs, initiatives and partnerships will be aligned with the guiding principles outlined in Advancing the State of the Art of Community Benefits for Nonprofit Hospitals. The guiding principles are: disproportionate unmet health-related needs; primary prevention; seamless continuum of care; build community capacity and, community collaboration. All of NorthShore's community benefits programs, initiatives and partnerships are documented in a report that provides the date(s), describes the initiative, identifies assessed need(s) met, highlights outcomes and identifies guiding principles met. NorthShore will continue to place priority on providing community benefits and services in the communities located nearest to our hospitals, where we believe we have the greatest capacity and responsibility to serve. NorthShore University HealthSystem (NorthShore) informs and educates patients who may be billed for patient care of the Financial Assistance program by posting signage (both English and Spanish) in all our facilities' Emergency Departments and at our Central Registration areas. The NorthShore Patient Handbook is also presented to patients upon admission and it describes our Financial Assistance program that includes Charity Care. NorthShore also has approximately 13 full time financial counselors and 22 customer service agents working in our hospitals and clinics, and they are responsible for coordinating financial assistance and eligibility. Any uninsured patient admitted into the hospital will have their case reviewed by a financial counselor. NorthShore billing statements also indicate the Financial Assistance program and necessary contact information, and collection agencies are also instructed to offer charity care to potentially eligible patients. The NorthShore website is another useful resource that informs patients about the Financial Assistance program with links to the application process and the actual financial application. Any patient having difficulty paying their portion of the bill will have their case reviewed by either our financial counselors or by calling our Customer Service department. NorthShore University HealthSystem (NorthShore) has four hospital facilities located in the northern suburbs of Chicago, Illinois. The NorthShore service area has a total population size of approximately 1.6 million*. The average household income is approximately $95,000*. During fiscal year 2010, approximately 5% of NorthShore's patients had no insurance and 7% qualified for Medicaid. Within NorthShore's service area, there are three federally-designated medically underserved areas. NorthShore's service area also includes five other hospitals. *Source: US Census via Thomson Reuters Market Planner Plus NorthShore University HealthSystem (NorthShore) is involved in numerous community building activities which promote the health of the communities it serves. NorthShore encourages its employees to serve on community collaboration boards, health advocacy programs, and physical improvement projects to promote the health of the communities served. NorthShore University HealthSystem (NorthShore) does extend medical staff privileges to all qualified physicians in the NorthShore community. NorthShore also uses surplus funds to add new buildings and renovate existing facilities to better serve patients and the community. Additional programs conducted by NorthShore to help promote the health of the community include: Residency and Education Programs - NorthShore is committed to excellence in its academic mission and supports teaching and research in its role as the principal teaching affiliate of the University of Chicago Pritzker School of Medicine. NorthShore also has additional teaching affiliation agreements with Rush University Medical Center, University of Illinois-Chicago, Stroger Hospital, and Northwestern University Feinberg School of Medicine. NorthShore has an extensive selection of training programs and fellowships to offer physicians at our own teaching and research facilities. During fiscal year 2010, a total of 187 residents and fellows participated in the NorthShore and affiliate-based programs. The NorthShore residency program areas included: Dentistry, Internal Medicine, Pathology, Preliminary Medicine (intern year), Transitional Medicine (1st Year prior to specialization), and Family Medicine. The NorthShore fellowship program areas included: Urogynecology, Magnetic Resonance Imaging, Musculoskeletal Imaging, and Pediatric Plastic Surgery. The affiliate-based residency program areas included: Anesthesiology, Dermatology, Emergency Medicine, Obstetrics and Gynecology, Orthopaedic Surgery, Pediatrics, Psychiatry, Radiology, General Surgery, Neurosurgery, Ophthalmology, Plastic Surgery, Podiatry, and Urology. The affiliate-based fellowship program areas included: Cardiology, Gastroenterology, Molecular Genetics Pathology, Pediatrics, Psychiatry, Radiology, and Surgical Oncology. The NorthShore School of Anesthesia operates out of Evanston Hospital. The program has full accreditation from the Council of Accreditation of Nurse Anesthesia Educational Programs. The mission of the school is to prepare qualified professional registered nurses for the advanced practice of nurse anesthesia in a variety of practice settings. The graduate nurse anesthetist demonstrates the knowledge, skills, and attitude necessary to take on leadership roles in the practice of nurse anesthesia. During fiscal year 2010, 68 students participated in the program. NorthShore also provides clinical training and internships for student nurses, allied health technicians, and social work students through collaborative relationships with Chamberlain College, College of DuPage, College of Lake County, North Park University, Loyola University Chicago, Oakton Community College, Rosalind Franklin University, University of Illinois, University of Illinois at Chicago, Rush University, DePaul University, Harper College, Midwestern University, Northwestern University, Northern Illinois University, and Eastern Illinois University. During the 2010 academic year, 1,309 students participated in clinical rotations at NorthShore. Community Advisory Committees - The Community Advisory Committees' (CAC) role is to advise hospital administration on services and initiatives from a community perspective. CACs are structured to ensure NorthShore's accountability to the community by working to fulfill our community relations vision that the more NorthShore and the community connect, the stronger and healthier both will become. The CACs are comprised of primarily community members, along with hospital administrative and professional staff. NorthShore strives for diverse membership to include business, faith community, social services, civic organizations, government officials, elected officials, interested citizens, former patients, and healthcare professionals. The role of the CACs is to serve as an advocate for the greater good of the community and its health, and to provide recommendations for annual community benefit planning. The CACs also help identify opportunities for partnerships between the hospitals and community organizations, and they identify gaps in healthcare services within the community. Be Well Lake County - Be Well Lake County is a collaboration between NorthShore, Lake County Health Department and Community Health Center, and supporting community partners. The program's goal is to build greater access through a coordinated network of healthcare targeting the underserved diabetes population in Lake County. The program enables the partner organizations to effectively pool and maximize resources in order to provide high quality comprehensive diabetes management, education, and support resources that will address one of the nation's fastest growing health threats. Evanston Hospital Outpatient Clinic - The Outpatient Clinic at Evanston Hospital provides medical care to adults and children who lack private medical insurance. Medical services include, but are not limited to: primary care, obstetrics/gynecology, general surgery, orthopedics, diabetes education, and podiatry. In fiscal year 2010, the clinic treated 7,081 adult patients at 13,430 visits and 4,289 adolescent patients at 7,454 visits. Dental Center - The Dental Center at Evanston Hospital provides primary care dental services and special consultations for medically underserved adult patients, pre-screenings for cardiovascular patients, and management for oral complications in oncology patients and those with refractory dental problems. The Dental Center provided free and discounted care for 2,613 patients during fiscal year 2010. Evanston Township High School Health Center - Established as a collaborative partnership with Evanston Township High School, the Evanston Health Department, and NorthShore, the Health Center is a free school-based health clinic for the school's approximately 3,000 students. The Health Center is staffed by NorthShore employees, including a physician, two part-time nurse practitioners, and a social worker. During the 2009-2010 school year, 956 students utilized the Health Center at 2,624 visits. Medication Assistance Program - NorthShore's Medication Assistance Program offers aid to patients who need help paying for prescription drugs. The Medication Assistance Program assisted 1,723 patients in filling 26,143 prescriptions during fiscal year 2010. Perinatal Depression Program - The Perinatal Depression Program identifies women who are suffering from perinatal depression and offer referrals for women who many need additional support. The program screens women for perinatal depression during and after their pregnancy and offers a 24/7 crisis hotline for women and their family members who may find themselves in an emergent situation. The hotline provides multilingual interpretation services to assist those with limited or no English-speaking ability. All services are provided free of charge. In fiscal year 2010, NorthShore physicians conducted 5,238 screenings to identify at-risk patients, and the hotline received 731 calls. Free psychological support and referrals were provided for 438 women identified through the screenings as at-risk for perinatal mood disorders. Community Action for Child Health Equity - NorthShore's Community Action for Child Health Equity (CACHE) is one of five national sites for a National Institutes of Health funded study focused on maternal stress and the corresponding effect on birth outcomes and child health, growth, and development. The overall goal of the study is to gain information that will ultimately lead to the elimination of disparities in maternal health and child development. CACHE has pushed the study to offer immediate community benefit by developing a pioneering parallel system that provides outreach efforts to interview subjects in real time when important health interventions are needed. Mentoring and Clinical Internships - NorthShore provides internship and mentoring opportunities for high school, college, and post-graduate students interested in the medical and allied health fields. Throughout NorthShore, students are offered the opportunity to intern in departments such as Cardiology, Laboratory, Medical Social Work, Occupational Therapy, Patient Care, Infection Control, Perinatal Family Support Center, Physical Therapy, Radiology, Radiation Oncology, Pastoral Care, and Hospital Administration. Employee Volunteerism - NorthShore employees participate in various volunteer activities that meet community needs and promote good will. Several NorthShore publications include information about volunteer organizations and employee volunteer opportunities. NorthShore also recognizes and rewards employees for community service and volunteerism through the annual Sharing Spirit Volunteer Award. NorthShore University HealthSystem (NorthShore) is a comprehensive, fully integrated, healthcare delivery system that includes four hospitals, as well as numerous outpatient departments and clinics. In additional to the hospital organization, there are five affiliated organizations that help to meet the needs of the community. The NorthShore affiliated organizations are as follows: NorthShore University HealthSystem Foundation - The NorthShore University HealthSystem Foundation (Foundation) was organized to enhance development efforts to raise funds and awareness of the NorthShore operations. The Foundation conducts fundraising and development activities which support and benefit the operation of NorthShore. With community gifts, NorthShore can continue to provide excellent care, advanced research, and innovative new services. NorthShore University HealthSystem Research Institute - The NorthShore University HealthSystem Research Institute (Research Institute) was organized to provide a means for integrating leading-edge research into improved clinical care. The Research Institute also creates an environment to recruit and retain externally-funded research leadership in order to achieve the mission and goals of the organization. The Research Institute now houses nearly 200 externally funded research faculty who currently occupy over 100,000 net square feet of research space and work on nearly 1,000 active research protocols. Total external funding is now over $110 million. Funding from the NIH places the hospitals of NorthShore among the top 10 comprehensive independent research hospitals in the country. NorthShore University HealthSystem Faculty Practice Associates - The NorthShore University HealthSystem Faculty Practice Associates (FPA) represents more than 650 physicians with over 75 offices in virtually every specialty with all on staff at the hospitals of NorthShore. The primary function and activity of FPA is to employ, supervise, and conduct employment-related activities with respect to physicians who provide professional health care services directly for patients of NorthShore. The FPA physicians also conduct medical education activities for the NorthShore interns and residents, and FPA also performs medical research on behalf of NorthShore. Radiation Medicine Institute - The Radiation Medicine Institute (RMI) employs, supervises, and conducts employment-related activities with respect to physicians who provide professional health care services directly for patients of NorthShore. RMI also conducts medical education activities for the NorthShore interns and residents, and RMI also performs medical research on behalf of NorthShore. NorthShore University HealthSystem Home and Hospice Services - NorthShore University HealthSystem Home and Hospice Services (Home and Hospice) provides intermittent care including skilled nursing, physical therapy, occupational therapy, speech therapy, infusion therapy, and home health aides. Home and Hospice also provides hospice and palliative care services to NorthShore patients and their families. IL true American Cancer Society 820 Davis Street Evanston IL 60201 362167721 501(c)(3) 20200 Relay for Life Sponsorship American Heart Association 208 South LaSalle Street Chicago IL 60604 360900700 501(c)(3) 20075 Heart Walk Sponsorship Chicago Blackhawk Charities 1901 West Madison Street Chicago IL 60612 203871291 501(c)(3) 6000 Community Contribution Crohns and Colitis Foundation 386 Park Avenue South New York NY 10016 136193105 501(c)(3) 10050 General Support Family Awareness Network PO Box 322 Winnetka IL 60093 363969679 501(c)(3) 12000 Community Contribution Glenview Education Foundation PO Box 373 Glenview IL 60025 383789505 501(c)(3) 8000 Community Contribution Greater Chicago Food Depository 4100 West Ann Lurie Place Chicago IL 60632 362971864 501(c)(3) 20000 Community Contribution Healthreach Incorporated 1800 Grand Avenue Waukegan IL 60085 363816410 501(c)(3) 10000 Community Contribution Illinois Hospital Res and Edu Fndn 24676 Network Place Chicago IL 60673 237421930 501(c)(3) 67851 Hospital Mutual Assistance Program Lake County Health Department 3010 Grand Avenue Waukegan IL 60085 366006600 115 250000 Be Well Lake County Program Lake County Partners for Econ Dev 28055 Ashley Circle Libertyville IL 60048 364206288 501(c)(3) 10000 Community Economic Development McGaw YMCA 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 10000 Community Contribution North Shore Senior Center 161 Northfield Road Northfield IL 60093 362366074 501(c)(3) 22500 Oasis Center Program Sponsorship Oakton Community College 1600 East Golf Road Des Plaines IL 60016 362917302 501(c)(3) 10000 Scholarship for Health Careers Partners In Health 888 Commonwealth Avenue Boston MA 02215 043567502 501(c)(3) 190985 Cost Medical Supplies Haiti Relief Effort Contribution University Of Chicago Medical Center 5841 South Maryland Ave Chicago IL 60637 363488183 501(c)(3) 800000 Urban Health Initiative Village Of Skokie 5127 Oakton Street Skokie IL 60077 366006103 115 10000 Community Contribution NorthShore Foundation 1301 Central Street Evanston IL 60201 320097446 501(c)(3) 936863 General and Endowment Support NorthShore Research Institute 1301 Central Street Evanston IL 60201 364191793 501(c)(3) 4603154 General Support NorthShore FPA 1301 Central Street Evanston IL 60201 363738206 501(c)(3) 24329801 General Support 20 Monitoring of Grant Funds Schedule I Part I line 2 NorthShore University HealthSystem (NorthShore) provides cash and non-cash assistance to organizations that help support NorthShore's mission to preserve and improve human life. Requests to support an outside organization must be reviewed and approved by the Community Relations department and NorthShore management to ensure the organization is aligned with NorthShore's mission and charitable purpose. NorthShore also provides cash support to related organizations. Support to related organizations is monitored through the NorthShore budget and reporting procedures for the consolidated financial statements. X X X true false X X X X X true true false false false false false true false Michael S Caplan 224998 230003 0 80000 5085 5359 7575 10383 3340 4579 240998 330324 0 0 Thomas C Keeler 20512 316137 0 83092 0 32191 815 17143 977 20549 22304 469112 0 0 Janardan D Khandekar 511000 213894 0 155000 0 44430 9928 8030 13195 10672 534123 432026 0 0 Joseph W Szokol 120036 293533 0 240050 0 235997 2423 15535 3780 24231 126239 809346 0 0 Mark S Talamonti 599930 245428 0 120000 0 8345 11065 6894 17424 10856 628419 391523 0 0 Mark R Neaman 852720 0 521000 0 487422 0 235459 0 15034 0 2111635 0 0 0 Jeffrey H Hillebrand 554352 0 352000 0 21874 0 664339 0 20667 0 1613232 0 0 0 Gary E Weiss 347474 0 208000 0 6966 0 91292 0 13900 0 667632 0 0 0 William D Bloomer 393030 260668 0 370000 0 38862 6643 11316 11416 19448 411089 700294 0 0 Robert R Edelman 300000 437604 0 238070 0 7943 5477 12481 11272 25686 316749 721784 0 0 Bernard G Ewigman 170411 0 25000 0 0 0 0 0 48388 0 243799 0 0 0 Gerald P Gallagher 265699 0 110000 0 2742 0 77626 0 20656 0 476723 0 0 0 Thomas H Hodges 417880 0 190000 0 67973 0 17959 0 16156 0 709968 0 0 0 Harry L Jones 229078 0 116000 0 1405 0 17959 0 22129 0 386571 0 0 0 William R Luehrs 306181 0 190000 0 6519 0 414592 0 21776 0 939068 0 0 0 Frederick E Miller 293016 49580 0 37000 0 5243 13674 4285 15865 4971 322555 101079 0 0 Kristen Murtos 234555 0 163000 0 882 0 72959 0 24278 0 495674 0 0 0 Sean O'Grady 207430 0 78000 0 1205 0 17959 0 23512 0 328106 0 0 0 Jesse Peterson Hall 313159 0 130000 0 3839 0 83292 0 21103 0 551393 0 0 0 William J Robb III 436154 0 132000 0 4408 0 17959 0 686 0 591207 0 0 0 Nancy Semerdjian 251302 0 140000 0 6059 0 17959 0 15238 0 430558 0 0 0 Richard K Silver 700013 118621 0 95000 2340 8758 13640 4319 23491 7438 739484 234136 0 0 Douglas M Silverstein 352541 0 167000 0 5528 0 871731 0 9621 0 1406421 0 0 0 Thomas W Smith 313880 0 164000 0 23602 0 81959 0 17218 0 600659 0 0 0 Jeffery S Vender 375000 370577 0 252250 0 146056 5887 12071 7160 14680 388047 795634 0 0 Nicholas A Vick 141539 157894 0 70000 0 37182 6251 11707 5449 10205 153239 286988 0 0 Thomas A Victor 66450 370248 0 298000 0 50404 1520 16439 2454 26537 70424 761628 0 0 Brian Washa 234785 0 104000 0 386 0 17959 0 16607 0 373737 0 0 0 Kenneth P Anderson 351604 0 127000 0 4692 0 17959 0 23223 0 524478 0 0 0 Raymond Grady 8080 0 285000 0 522272 0 0 0 203 0 815555 0 0 0 Kerry Kerlin 22675 0 57174 0 303544 0 0 0 725 0 384118 0 0 0 Roslyn Lennon 13542 0 60252 0 322451 0 5467 0 973 0 402685 0 0 0 Gregory Pagliuzza 15560 0 69373 0 362998 0 0 0 1343 0 449274 0 0 0 David C Holub 196165 45432 0 10000 4221 9783 13549 4409 6219 2024 220154 71648 0 0 Benefits Provided Part I Line 1a First-class airfare was provided to the Chief Executive Officer and Chief Operating Officer for business travel purposes and was not treated as taxable compensation. The first-class airfare was purchased through a prepaid airline mileage account, which provided discounted airline fare rates. Spousal travel was provided for one trip during calendar year 2009 to the Chief Executive Officer and was treated as taxable compensation. Tax indemnification and gross-up payments are occasionally provided to employees for achievement awards and other benefits, which are reviewed and approved by management. During calendar year 2009, 17 employees listed in Part VII received gross-up payments. These amounts were treated as taxable compensation. Reimbursement Substantiation Part I Line 2 A prepaid airline mileage account was purchased for the travel of the Chief Executive Officer and Chief Operating Officer. At the time of the purchase, it was not known what specific travel would occur and therefore the travel could not be substantiated at purchase. The business purpose of each trip was substantiated at the time of travel. Severance Payments Part I Line 4a The following individuals received a severance payment from the organization: Raymond Grady, Former President, Hospitals and Clinics - $423,000, Kerry Kerlin, Chief Information Officer-RNS - $272,696, Roslyn Lennon, Vice President, Nursing-RNS - $287,010, Gregory Pagliuzza, CFO and EVP, Finance-RNS - $330,493. Supplemental Nonqualified Retirement Plan Part I line 4b The following individuals participated in a supplemental nonqualified retirement plan and accrued the following benefits: Raymond Grady, Former President, Hospitals and Clinics - $622,577, Jeffrey H Hillebrand, Chief Operating Officer - $531,047, Thomas H Hodges, Chief Investment Officer - $55,000, William R Luehrs, Chief Human Resources Officer - $334,233, Mark R Neaman, President and Chief Executive Officer - $444,483, Douglas M Silverstein, President, Glenbrook Hospital - $781,439, Thomas W Smith, Chief Information Officer - $13,000. Non-Fixed Payments Part I Line 7 NorthShore University HealthSystem provides incentive payments to certain employees after operating and performance goals are achieved. Incentive payment plans are reviewed and approved by the Compensation Committee of the Board of Directors. Compensation from Unrelated Organizations Core Form 990, Part VII, Line 5 The salary and benefits reported on Schedule J totaling $243,799 for Dr. Bernard G Ewigman were paid by the University of Chicago Medical Center for services provided to NorthShore University HealthSystem as the Chairman of the Department of Family Medicine. Illinois Finance Authority 861091967 45200MU93 2008-12-11 75000000 See Schedule O false false Illinois Finance Authority 861091967 45200F4D8 2010-07-14 138786145 See Schedule O false false 75000000 564919 74435081 2008 false false true true 138786145 24239771 2010 true false true true false false true true true 0.00200 0.00400 0.00600 true false true false false false true false false false false false true NorthShore Medical Group Inc Bd Mbr - Mark Talamonti 2164822 Capitation Payments, Other false NorthShore Insurance International See Schedule O 5617268 Insurance Premiums false Ravine Way Surgery Center LLC See Schedule O 850800 Earnings Distributions true NorthShoreUSP Surgery Center II LL See Schedule O 1542254 Earnings Distrib/Investments true Advisory Board Company Bd Mbr - Mark Neaman 120800 Membership Dues false Vocera Communications Inc Bd Mbr - Jeff Hillebrand 173447 Communications Equipment false VHA Inc Bd Mbr - Jeff Hillebrand 2563742 Net Purch Rebates/Mbr Charges false Medline Industries Officer - Andrew Mills 1033107 Medical Supplies false Blue Cross Blue Shield of Illinois Bd Mbr - Sona Wang 402382812 Net Patient Revenues false April F Victor Family Mbr-Thomas Victor 46705 Employment false Alexis A Washa Family Mbr-Brian Washa 168109 Employment false Mission Statement Part III Line 1 The core mission of NorthShore University HealthSystem is to preserve and improve human life. This mission will be achieved through the provision of superior clinical care, academic excellence, and innovative research. NorthShore University HealthSystem is a not-for-profit corporation principally formed to provide quality healthcare services for the communities it serves. The delivery of healthcare services is provided in a wide range of inpatient and ambulatory healthcare settings, community-wide, employing modern technology and expertise. Support for qualified residents who may not be able to pay the entire cost of their care is a part of the organization's commitment. The organization's primary service area includes Chicago's "north shore," northern suburbs, and its environs. In support of its primary mission of patient care, the corporation engages in a wide range of academic activities in medical education and research. This statement recognizes the Board of Directors' responsibility to maintain the organization's viability to meet its long-term commitment to the communities it serves. It further recognizes the responsibility to maintain technologically current assets for this purpose. This includes the cultivation and development of our physicians, employees, physical plant, equipment, and other resources to assure orderly growth of our services. Statement of Program Services - Patient Care Continued Part III Line 4a (Patient Care Continued) Highland Park Hospital - Founded in 1918, NorthShore's Highland Park Hospital has provided high-quality healthcare and a wide range of clinical programs for more than 80 years. The 158-licensed bed Hospital is the site of the first open heart surgery in Lake County. Highland Park Hospital's Kellogg Cancer Care Center offers the most comprehensive subspecialty care for oncology patients within Lake County. The specialized physicians provide care for the following types of cancer: thoracic and lung; hematology; breast; ovarian; head and neck; melanoma and sarcoma; gastrointestinal; prostate; and stomach. The Highland Park Hospital campus recently has established a new stroke center that complements the enhanced neurology services. In addition, a new wound care center gives patients access to the most comprehensive wound treatment program on the North Shore. It offers hyperbaric oxygen therapy to help patients recover faster and leads to better clinical and quality outcomes. A new, improved Simulation Laboratory gives first responders - paramedics, physicians, nurses and other health professionals - ongoing training to enhance their skills. With a renovated Emergency Department, Highland Park Hospital participates as the region's "pod" hospital for disaster response activities, coordinating Lake County's efforts when confronted with a disaster. NorthShore also has a partnership with the Lake County Health Department and Community Health Center known as Be Well Lake County. The program's goal is to build greater access through a coordinated network of healthcare targeting the underserved diabetes population in Lake County. The program enables the partner organizations to effectively pool and maximize resources in order to provide high quality comprehensive diabetes management, education, and support resources that will address one of the nation's fastest growing health threats. During fiscal year 2010, Highland Park Hospital total admissions were 9,662, and total patient days were 41,813. As of September 2010, Highland Park Hospital had 1,064 employees. Skokie Hospital - Founded in 1963, Skokie Hospital has provided high-quality healthcare for nearly five decades. The 195-licensed bed acute care hospital is nationally recognized for its expertise in cancer care, cardiac care and orthopaedics. The Illinois Foundation for Quality Health Care has recognized the Hospital as one of 43 hospitals nationwide for its Surgical Care Improvement Project Commitment to Quality Award. Additionally, in the Blue Cross Blue Shield Hospital Survey, Skokie Hospital scored in the top 50 percent of participating hospitals in 2007 and 2008. For its comprehensive cardiac care, the Hospital was named one of the Top 100 Cardiovascular Hospitals in the nation for cardiology and heart surgery programs. Skokie Hospital's Level II Trauma Center - Emergency Department is staffed by experienced trauma team members specially trained in pediatric life support. During fiscal year 2010, Skokie Hospital total admissions were 8,394, and total patient days were 43,808. As of September 2010, Skokie Hospital had 992 employees. NorthShore University HealthSystem Faculty Practice Associates - In order to increase the efficiency and quality of health care NorthShore provides, NorthShore University HealthSystem Faculty Practice Associates (FPA) was organized to serve as an integral part of its health care mission and activities. FPA represents more than 650 physicians with over 75 offices in virtually every specialty with all on staff at the hospitals of NorthShore. The primary function and activity of FPA is to employ, supervise, and conduct employment-related activities with respect to physicians who provide professional health care services directly for patients of NorthShore. The FPA physicians also conduct medical education activities for the NorthShore interns and residents, and FPA also performs medical research on behalf of NorthShore. NorthShore University HealthSystem Foundation - NorthShore University HealthSystem Foundation (Foundation) was organized to enhance development efforts to raise funds and awareness of the NorthShore operations. The Foundation conducts fundraising and development activities which support and benefit the operation of NorthShore. With community gifts, NorthShore can continue to provide excellent care, advanced research, and innovative new services. Family or Business Relationships Part VI Section A Line 2 Harry M Jansen Kraemer Jr and Samuel M Mencoff - business relationship, Andrew J Mills and Nancy Semerdjian - business relationship Governing Body Review of 990 Part VI Section B Line 11A The NorthShore University HealthSystem (NorthShore) Form 990 was reviewed by executive management and an outside accounting firm. The NorthShore Form 990 was then provided to each member of the Board of Directors via email for their review and ability to ask questions of management prior to filing. Conflict of Interest Policy Monitoring Part VI Section B Line 12c On an annual basis, the Chief Compliance Officer requires all officers, directors, and key employees to complete, sign and return a Conflict of Interest Disclosure Statement. Timely and accurate completion of the Statement is mandatory, and completed Statements must be returned to the Chief Compliance Officer within 15 days. Any disclosures included on the Statements are reviewed and acted upon as necessary by the Chief Compliance Officer and the Corporate Compliance Committee. Determination of Compensation Part VI Section B Line 15 A detailed compensation review of the top 16 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 Board-retained legal counsel. Market data for base and variable compensation is assessed annually for local, regional and national hospitals, integrated delivery systems and academic medical centers. A detailed total compensation market review is conducted every two years. 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 Compensation Committee of the Board, in session with legal counsel present, in advance of implementation. Public Disclosure of Documents Part VI Section C Line 19 The NorthShore University HealthSystem (NorthShore) governing documents, conflict of interest policy and financial statements are available to the public upon request. The NorthShore annual audit report and financial statements are also available to the public through the Illinois Attorney General's Office website as part of the state tax return filings. The NorthShore quarterly and annual financial statements and annual audit are also made available to the public through the Electronic Municipal Market Access (EMMA) website as part of the tax-exempt bond offerings. Average Hours Per Week for Related Organizations Part VII Section A Column B Certain individuals listed in Part VII had the following average hours per week devoted to related organizations: William D Bloomer - 25, Michael S Caplan - 25, A Steven Crown - 2, Connie K Duckworth - 2, Robert R Edelman - 28, Jeffrey H Hillebrand - 2, David C Holub - 10, Ike Hong - 1, Gregory K Jones - 2, Thomas C Keeler - 38, Richard L Keyser - 1, Janardan D Khandekar - 19, Harry M Jansen Kraemer Jr - 2, Frederick E Miller - 10, Mark R Neaman - 5, Richard K Silver - 10, Joseph W Szokol - 35, Mark S Talamonti - 16, Jeffery S Vender - 27, Nicholas A Vick - 26, Thomas A Victor - 37, John R Walter - 1, Gary E Weiss - 1 Bond Issue Description of Purpose Schedule K Part I Column f A - The 2008 Illinois Finance Authority Commercial Paper Revenue Notes were issued to reimburse NorthShore University HealthSystem for the costs of construction, renovation, and equipment for various projects at Evanston Hospital, Glenbrook Hospital, and Highland Park Hospital. Proceeds of the 2008 Issue were also used for credit enhancement and bond issuance costs. B - The Series 2010 Illinois Finance Authority Revenue Refunding Bonds were issued to refund Series 2001A Illinois Development Finance Authority Variable Rate Demand Revenue Bonds. The Series 2001A Bonds were originally issued on July 3, 2001. Proceeds of the Series 2010 Bonds were also used to pay bond issuance costs and termination costs in connection with certain derivative agreements related to the Series 2001A Bonds. Bond Issuance Costs from Proceeds Schedule K Part II Line 5 A - The 2008 Bond issuance costs of $564,919 represents $433,044 in proceeds used for bond issuance costs and $131,875 in proceeds used for credit enhancement. B - The 2010 Bond issuance costs of $24,239,771 represents $1,017,771 in proceeds used for bond issuance costs and $23,222,000 in proceeds used for termination costs in connection with certain derivative agreements related to the refunded bonds. Business Transactions with Interested Persons Schedule L Part IV Column b NorthShore Insurance International board members were Jeffrey H Hillebrand and Harry L Jones. Ravine Way Surgery Center LLC board members were Jeffrey H Hillebrand and Gerald P Gallagher. NorthShore/USP Surgery Center II LLC board members were Jeffrey H Hillebrand and Thomas H Hodges. Transactions with Related Organizations Schedule R Part V Line 2 Column c Transactions with related organizations reported on Schedule R Part V line 2 were valued at cost. NorthShore Foundation 1301 Central Street Evanston IL 60201 320097446 Fundraising IL 501(c)(3) 11 Type I NA NorthShore Research Institute 1301 Central Street Evanston IL 60201 364191793 Research IL 501(c)(3) 4 NA NorthShore Faculty Practice Associates 1301 Central Street Evanston IL 60201 363738206 Healthcare IL 501(c)(3) 11 Type I NA Radiation Medicine Institute 1301 Central Street Evanston IL 60201 363815543 Healthcare IL 501(c)(3) 11 Type I NA NorthShore Home and Hospice Services 1301 Central Street Evanston IL 60201 362167944 Healthcare IL 501(c)(3) 9 NA Ravine Way LLC 2401 Ravine Way Glenview IL 60025 201245279 Healthcare IL NA Related 1180367 1721167 false 0 true HPMOB Limited Ptr 1301 Central St Evanston IL 60201 363497502 Healthcare IL NA Related 11586 850747 false 0 true NorthShore Medical Group Inc 1301 Central Street Evanston IL 60201 363648026 Healthcare IL NorthShore FPA C corp -4 15970774 1.00000 NorthShore Insurance International Governors Sq Bldg 4 Grand Cayman CJ 980419452 Insurance CJ NA C corp 40340 20539693 1.00000 true true true false false false false false false false false false false false true true true true NorthShore Foundation a 566340 NorthShore Research Institute a 4751353 NorthShore Faculty Practice Associates a 11447316 NorthShore Home and Hospice Services a 556524 NorthShore Foundation b 936863 NorthShore Research Institute b 4603154 NorthShore Faculty Practice Associates b 24329801 NorthShore Foundation c 5869648 NorthShore Faculty Practice Associates c 652877 NorthShore Faculty Practice Associates o 32949977 NorthShore Foundation p 163626 Northshore Research Institute p 2254096 NorthShore Faculty Practice Associates p 10767658 NorthShore Home and Hospice Services p 1465467 NorthShore Medical Group Inc p 169202 NorthShore Foundation q 21411006 NorthShore Research Institute q 22790596 NorthShore Faculty Practice Associates q 295312685 Radiation Medicine Institute q 5839739 NorthShore Home and Hospice Services q 17035423 NorthShore Medical Group Inc q 97068446 NorthShore Insurance International q 5617268 NorthShore Foundation r 159007456 NorthShore Research Institute r 88768047 NorthShore Faculty Practice Associates r 254916578 Radiation Medicine Institute r 5275878 NorthShore Home and Hospice Services r 17973081 NorthShore Medical Group Inc r 95072826 Ravine Way Surgery Center LLC r 850800