Skip to content
Nonprofiteer
← EDWARD HOSPITAL

Form 990 for tax year 2023

Filed by EDWARD HOSPITAL.

Totals

Total revenue
$841,972,514
Total expenses
$628,859,678
Contributions and grants received
$1,628,937
Grants paid
$578,362
Program services expenses (Part IX)
$593,798,425
Management and general expenses
$35,061,253
Fundraising expenses
$0
Program service expenses (Part III)
$593,798,425

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Margaret Dixon Harrell

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Sean Chou

    Chair

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Adam Schriedel

    Trustee

    Total calculated
    $472,936
    From this org
    $0
    From related orgs
    $438,288
    Other
    $34,648
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,016 related
    Bonus
    $0 + $15,548 related
    Other
    $0 + $4,724 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $19,798 related
    Filer's total
    $0 + $472,936 related
  • Brad Cutler

    Trustee

    Total calculated
    $432,676
    From this org
    $0
    From related orgs
    $388,066
    Other
    $44,610
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,405 related
    Bonus
    $0
    Other
    $0 + $661 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $29,760 related
    Filer's total
    $0 + $432,676 related
  • Christine Jeffries

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • David Morrissey

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Elizabeth Aquino

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Joseph Dant

    CEO, South Region/Trustee

    Total calculated
    $1,151,360
    From this org
    $0
    From related orgs
    $995,003
    Other
    $156,357
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $716,567 related
    Bonus
    $0 + $117,223 related
    Other
    $0 + $161,214 related
    Deferred
    $0 + $125,052 related
    Nontaxable benefits
    $0 + $31,305 related
    Filer's total
    $0 + $1,151,360 related
  • Mark Gomez

    Trustee

    Total calculated
    $510,123
    From this org
    $0
    From related orgs
    $465,103
    Other
    $45,020
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,315 related
    Bonus
    $0 + $4,185 related
    Other
    $0 + $1,603 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $30,170 related
    Filer's total
    $0 + $510,122 related
  • Michael Hoffman

    Trustee

    Total calculated
    $479,215
    From this org
    $0
    From related orgs
    $441,586
    Other
    $37,629
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,570 related
    Bonus
    $0 + $14,540 related
    Other
    $0 + $5,476 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $22,779 related
    Filer's total
    $0 + $479,215 related
  • Ram Shivakumar

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Ravi Nemivant

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Robert Platt

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Tom S Lee

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Valerie Cahill

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Walter Whang

    Trustee

    Total calculated
    $575,920
    From this org
    $0
    From related orgs
    $525,889
    Other
    $50,031
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,019 related
    Bonus
    $0
    Other
    $0 + $6,870 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $35,181 related
    Filer's total
    $0 + $575,921 related
  • Chris J Mollet

    System Chief Legal Officer/Secretary (until 3/31/23)

    Total calculated
    $1,016,097
    From this org
    $0
    From related orgs
    $859,893
    Other
    $156,204
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,687 related
    Bonus
    $0 + $100,906 related
    Other
    $0 + $580,299 related
    Deferred
    $0 + $149,148 related
    Nontaxable benefits
    $0 + $7,056 related
    Filer's total
    $0 + $1,016,097 related
  • Denise Chamberlain

    CFO, South Region/Treasurer (until 12/15/23)

    Total calculated
    $1,494,552
    From this org
    $0
    From related orgs
    $1,336,373
    Other
    $158,179
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $634,519 related
    Bonus
    $0 + $111,224 related
    Other
    $0 + $590,629 related
    Deferred
    $0 + $144,204 related
    Nontaxable benefits
    $0 + $13,975 related
    Filer's total
    $0 + $1,494,552 related
  • Douglas D Welday

    System Chief Financial Officer

    Total calculated
    $2,034,913
    From this org
    $0
    From related orgs
    $1,750,748
    Other
    $284,165
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $861,244 related
    Bonus
    $0 + $869,308 related
    Other
    $0 + $20,196 related
    Deferred
    $0 + $257,414 related
    Nontaxable benefits
    $0 + $26,751 related
    Filer's total
    $0 + $2,034,913 related
  • Gerald P Gallagher

    System President & CEO

    Total calculated
    $6,283,528
    From this org
    $0
    From related orgs
    $4,100,532
    Other
    $2,182,996
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,988,061 related
    Bonus
    $0 + $2,102,878 related
    Other
    $0 + $9,594 related
    Deferred
    $0 + $2,145,878 related
    Nontaxable benefits
    $0 + $37,118 related
    Filer's total
    $0 + $6,283,529 related
  • Jason Ogden

    Assistant Treasurer

    Total calculated
    $518,034
    From this org
    $0
    From related orgs
    $475,130
    Other
    $42,904
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,037 related
    Bonus
    $0 + $128,318 related
    Other
    $0 + $28,775 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $28,054 related
    Filer's total
    $0 + $518,035 related
  • Shivani Bautista

    System Chief Legal Officer/Secretary

    Total calculated
    $701,764
    From this org
    $0
    From related orgs
    $655,182
    Other
    $46,582
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $508,779 related
    Bonus
    $0 + $145,031 related
    Other
    $0 + $1,371 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $31,732 related
    Filer's total
    $0 + $701,763 related
  • Catherine Smith

    VP, Operations

    Total calculated
    $356,718
    From this org
    $0
    From related orgs
    $322,651
    Other
    $34,067
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,190 related
    Bonus
    $0 + $9,674 related
    Other
    $0 + $31,787 related
    Deferred
    $0 + $14,519 related
    Nontaxable benefits
    $0 + $19,548 related
    Filer's total
    $0 + $356,718 related
  • Daniel Sullivan

    Co-Chief Physician Exec (until 2/28/23)

    Total calculated
    $969,208
    From this org
    $0
    From related orgs
    $821,515
    Other
    $147,693
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,501 related
    Bonus
    $0 + $94,062 related
    Other
    $0 + $617,952 related
    Deferred
    $0 + $145,440 related
    Nontaxable benefits
    $0 + $2,253 related
    Filer's total
    $0 + $969,209 related
  • Marianne Spencer

    VP, Operations (left)

    Total calculated
    $729,970
    From this org
    $0
    From related orgs
    $610,636
    Other
    $119,334
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,813 related
    Bonus
    $0 + $62,248 related
    Other
    $0 + $111,575 related
    Deferred
    $0 + $89,832 related
    Nontaxable benefits
    $0 + $29,502 related
    Filer's total
    $0 + $729,970 related
  • Michael O'Shea

    VP, Operations

    Total calculated
    $276,086
    From this org
    $262,045
    From related orgs
    $0
    Other
    $14,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,641
    Bonus
    $7,486
    Other
    $35,919
    Deferred
    $11,792
    Nontaxable benefits
    $2,249
    Filer's total
    $276,086
  • Patricia Fairbanks

    CNO, Edward Hospital

    Total calculated
    $375,016
    From this org
    $337,693
    From related orgs
    $0
    Other
    $37,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,685
    Bonus
    $35,750
    Other
    $33,257
    Deferred
    $14,850
    Nontaxable benefits
    $22,473
    Filer's total
    $375,016
  • Philip C Williams

    VP, Pharmacy

    Total calculated
    $461,211
    From this org
    $0
    From related orgs
    $417,622
    Other
    $43,589
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,051 related
    Bonus
    $0 + $75,331 related
    Other
    $0 + $51,240 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $28,739 related
    Filer's total
    $0 + $461,211 related
  • Robert Payton

    CMO, Edward Hospital

    Total calculated
    $670,698
    From this org
    $532,824
    From related orgs
    $0
    Other
    $137,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $470,933
    Bonus
    $61,292
    Other
    $599
    Deferred
    $106,485
    Nontaxable benefits
    $31,389
    Filer's total
    $670,698
  • Yvette M Saba

    President, Edward Hospital

    Total calculated
    $974,831
    From this org
    $0
    From related orgs
    $882,911
    Other
    $91,920
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,134 related
    Bonus
    $0 + $62,985 related
    Other
    $0 + $367,791 related
    Deferred
    $0 + $65,990 related
    Nontaxable benefits
    $0 + $25,930 related
    Filer's total
    $0 + $974,831 related
  • Benjamin Garcia

    Physician

    Total calculated
    $640,353
    From this org
    $595,500
    From related orgs
    $0
    Other
    $44,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $590,706
    Bonus
    $3,823
    Other
    $971
    Deferred
    $14,850
    Nontaxable benefits
    $30,003
    Filer's total
    $640,354
  • Guy Miller

    Physician

    Total calculated
    $615,579
    From this org
    $567,209
    From related orgs
    $0
    Other
    $48,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $565,166
    Bonus
    $500
    Other
    $1,543
    Deferred
    $14,850
    Nontaxable benefits
    $33,520
    Filer's total
    $615,579
  • Peter T Schubel

    Med Director II

    Total calculated
    $605,405
    From this org
    $559,047
    From related orgs
    $0
    Other
    $46,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $554,025
    Bonus
    $2,647
    Other
    $2,376
    Deferred
    $14,850
    Nontaxable benefits
    $31,508
    Filer's total
    $605,405
  • Scott Padalik

    Physician

    Total calculated
    $595,808
    From this org
    $547,851
    From related orgs
    $0
    Other
    $47,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $545,153
    Bonus
    $0
    Other
    $2,698
    Deferred
    $14,850
    Nontaxable benefits
    $33,107
    Filer's total
    $595,808
  • Sina Memari

    Physician

    Total calculated
    $564,176
    From this org
    $542,565
    From related orgs
    $0
    Other
    $21,611
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,878
    Bonus
    $750
    Other
    $938
    Deferred
    $14,850
    Nontaxable benefits
    $6,761
    Filer's total
    $564,176
  • Bradley Hlavacek

    Former Key Employee

    Total calculated
    $213,909
    From this org
    $177,681
    From related orgs
    $0
    Other
    $36,228
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,356
    Bonus
    $7,095
    Other
    $230
    Deferred
    $7,996
    Nontaxable benefits
    $28,232
    Filer's total
    $213,909
  • Ellen Turnbull

    Former Key Employee

    Total calculated
    $211,846
    From this org
    $0
    From related orgs
    $193,814
    Other
    $18,032
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,517 related
    Bonus
    $0 + $6,415 related
    Other
    $0 + $12,882 related
    Deferred
    $0 + $8,722 related
    Nontaxable benefits
    $0 + $9,310 related
    Filer's total
    $0 + $211,846 related
  • Kevin Rehder

    Former Key Employee

    Total calculated
    $235,541
    From this org
    $198,623
    From related orgs
    $0
    Other
    $36,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,350
    Bonus
    $7,430
    Other
    $843
    Deferred
    $8,938
    Nontaxable benefits
    $27,980
    Filer's total
    $235,541
  • Mary Lou Mastro

    Former Officer

    Total calculated
    $2,993,353
    From this org
    $0
    From related orgs
    $2,978,503
    Other
    $14,850
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $20,192 related
    Bonus
    $0 + $196,875 related
    Other
    $0 + $2,761,436 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,993,353 related
  • Ryan Garland

    Former Key Employee

    Total calculated
    $262,150
    From this org
    $223,431
    From related orgs
    $0
    Other
    $38,719
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $190,645
    Bonus
    $7,257
    Other
    $25,528
    Deferred
    $10,054
    Nontaxable benefits
    $28,665
    Filer's total
    $262,150
  • William Wallin

    Former Key Employee

    Total calculated
    $208,792
    From this org
    $0
    From related orgs
    $170,325
    Other
    $38,467
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,951 related
    Bonus
    $0 + $200 related
    Other
    $0 + $12,174 related
    Deferred
    $0 + $7,665 related
    Nontaxable benefits
    $0 + $30,802 related
    Filer's total
    $0 + $208,792 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 EMPLOYEES ARE OFFERED A MEMBERSHIP AT THE EDWARD HEALTH & FITNESS CENTER, AN AFFILIATE OF EDWARD-ELMHURST HEALTHCARE, AS A TAXABLE EMPLOYEE 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
The following individuals participated in a supplemental nonqualified retirement plan and below are the increases to the plan balances during 2023: Robert Payton - $91,635 Joseph Dant - $110,202 Yvette Saba - $51,140 Marianne Spencer - $74,982 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 Marianne Spencer - $107,733 Yvette Saba - $364,695
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization
Edward Hospital administers the Productivity Bonus Plan (PBP), an annual incentive compensation program for Edward Hospital Emergency Department physician employees. Participants on the PBP receive distributions from the bonus pool determined using a formula that is calculated utilizing Work RVU's. In administering the PBP, Edward Hospital Senior Administration, in conjunction with ED Physician Leadership, obtain Edward-Elmhurst Healthcare (EEH) Physician Compensation Committee approval of the Plan structure each year. The plan administrator reserves the right to modify any bonuses to be paid out under this Plan to ensure total compensation paid is at fair market value, consistent with Edward Hospital physician compensation policies. If total compensation is above the 75th percentile of independent market data, such compensation must be approved by the EEH Physician Compensation Committee.
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349313235

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.