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Nonprofiteer
← EDWARD HEALTH AND FITNESS CENTER

Form 990 for tax year 2022

Filed by EDWARD HEALTH AND FITNESS CENTER.

Totals

Total revenue
$5,919,608
Total expenses
$8,238,614
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$6,901,027
Management and general expenses
$1,337,587
Fundraising expenses
$0
Program service expenses (Part III)
$6,901,027

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Bridget McLemore

    System VP Ops/Vice Chair

    Total calculated
    $267,042
    From this org
    $0
    From related orgs
    $241,684
    Other
    $25,358
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,810 related
    Bonus
    $0 + $22,291 related
    Other
    $0 + $583 related
    Deferred
    $0 + $11,913 related
    Nontaxable benefits
    $0 + $13,445 related
    Filer's total
    $0 + $267,042 related

  • Denise Chamberlain

    CFO, South Region/Treasurer

    Total calculated
    $1,040,212
    From this org
    $0
    From related orgs
    $892,466
    Other
    $147,746
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,333 related
    Bonus
    $0 + $253,881 related
    Other
    $0 + $71,252 related
    Deferred
    $0 + $134,245 related
    Nontaxable benefits
    $0 + $13,502 related
    Filer's total
    $0 + $1,040,212 related

  • Gina M Sharp

    Pres, LOH Behav Hlth Institute/Chair

    Total calculated
    $566,649
    From this org
    $0
    From related orgs
    $515,949
    Other
    $50,700
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,190 related
    Bonus
    $0 + $131,767 related
    Other
    $0 + $77,992 related
    Deferred
    $0 + $16,360 related
    Nontaxable benefits
    $0 + $34,341 related
    Filer's total
    $0 + $566,649 related

  • Laura L Eslick

    System VP Ops until 6/30/ Chair until 11/8

    Total calculated
    $671,053
    From this org
    $0
    From related orgs
    $569,451
    Other
    $101,602
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,625 related
    Bonus
    $0 + $114,181 related
    Other
    $0 + $287,645 related
    Deferred
    $0 + $84,901 related
    Nontaxable benefits
    $0 + $16,701 related
    Filer's total
    $0 + $671,054 related

  • Adam Schriedel MD

    Chief Medical Officer/Trustee

    Total calculated
    $507,218
    From this org
    $0
    From related orgs
    $470,265
    Other
    $36,953
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $431,630 related
    Bonus
    $0 + $37,043 related
    Other
    $0 + $1,592 related
    Deferred
    $0 + $16,424 related
    Nontaxable benefits
    $0 + $20,529 related
    Filer's total
    $0 + $507,218 related

  • Annette Kenney

    System Chief Strategy Officer/Trustee

    Total calculated
    $958,554
    From this org
    $0
    From related orgs
    $910,718
    Other
    $47,836
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,399 related
    Bonus
    $0 + $227,978 related
    Other
    $0 + $152,340 related
    Deferred
    $0 + $16,391 related
    Nontaxable benefits
    $0 + $31,445 related
    Filer's total
    $0 + $958,553 related

  • Daniel Sullivan

    Co-Chief Physician Exec/Trustee

    Total calculated
    $999,571
    From this org
    $0
    From related orgs
    $968,535
    Other
    $31,036
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,718 related
    Bonus
    $0 + $242,267 related
    Other
    $0 + $154,550 related
    Deferred
    $0 + $16,346 related
    Nontaxable benefits
    $0 + $14,690 related
    Filer's total
    $0 + $999,571 related

  • Chris J Mollet

    Systerm Chief Legal Officer / Assistant Secretary

    Total calculated
    $1,092,047
    From this org
    $0
    From related orgs
    $1,045,918
    Other
    $46,129
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,419 related
    Bonus
    $0 + $262,665 related
    Other
    $0 + $201,835 related
    Deferred
    $0 + $16,207 related
    Nontaxable benefits
    $0 + $29,922 related
    Filer's total
    $0 + $1,092,048 related

  • Douglas D Welday

    System Chief Financial Officer

    Total calculated
    $1,643,351
    From this org
    $0
    From related orgs
    $1,217,510
    Other
    $425,841
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $837,005 related
    Bonus
    $0
    Other
    $0 + $380,505 related
    Deferred
    $0 + $392,300 related
    Nontaxable benefits
    $0 + $33,541 related
    Filer's total
    $0 + $1,643,351 related

  • Gerald P Gallagher

    System President and CEO

    Total calculated
    $4,759,273
    From this org
    $0
    From related orgs
    $3,655,300
    Other
    $1,103,973
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,588,674 related
    Bonus
    $0
    Other
    $0 + $2,066,626 related
    Deferred
    $0 + $1,068,475 related
    Nontaxable benefits
    $0 + $35,498 related
    Filer's total
    $0 + $4,759,273 related

  • Joseph Dant

    Pres,Edward Hosp&Sth Institute

    Total calculated
    $1,407,546
    From this org
    $0
    From related orgs
    $1,323,340
    Other
    $84,206
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,267 related
    Bonus
    $0 + $240,522 related
    Other
    $0 + $524,551 related
    Deferred
    $0 + $52,299 related
    Nontaxable benefits
    $0 + $31,907 related
    Filer's total
    $0 + $1,407,546 related

  • Steven Thurston

    Dir, Fitness Center

    Total calculated
    $139,722
    From this org
    $103,503
    From related orgs
    $0
    Other
    $36,219
    Hours/week
    40

  • Jason Ogden

    AVP, Corp Control & Treas Mgmt/ Former Assistant Treasurer

    Total calculated
    $433,438
    From this org
    $0
    From related orgs
    $387,866
    Other
    $45,572
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,302 related
    Bonus
    $0 + $73,620 related
    Other
    $0 + $23,945 related
    Deferred
    $0 + $16,456 related
    Nontaxable benefits
    $0 + $29,115 related
    Filer's total
    $0 + $433,438 related

  • Jeffrey D Friant

    VP, Finance/ Former Chair/Assistant Treasurer

    Total calculated
    $627,517
    From this org
    $0
    From related orgs
    $525,623
    Other
    $101,894
    Hours/week
    0 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,035 related
    Bonus
    $0 + $113,606 related
    Other
    $0 + $84,982 related
    Deferred
    $0 + $88,616 related
    Nontaxable benefits
    $0 + $13,278 related
    Filer's total
    $0 + $627,518 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 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
Edward-Elmhurst Healthcare employees are offered a membership at the Edward Health & Fitness Center, an affiliate of Edward-Elmhurst Healthcare, as a taxable employee benefit. Members of senior management (the President and Vice Presidents) are also provided this benefit for their spouse and children, also as a taxable benefit. The value of this benefit is determined based upon the fair market value of these memberships, which is in turn determined based upon the actual amount that the Edward Health & Fitness center charges to other corporate customers.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with NS-EE Holdings' Board-retained 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 NS-EE Holdings Compensation Committee, in session with legal counsel present, in advance of implementation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
INDIVIDUALS WHO HAVE THE TITLE OF VICE PRESIDENT OR HIGHER ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); ANY ELIGIBLE PARTICIPANTS MUST BE APPROVED BY THE EDWARD-ELMHURST HEALTHCARE BOARD OF TRUSTEES. THE SERP WAS ESTABLISHED TO RECOGNIZE THE VALUABLE CONTRIBUTIONS THAT EACH OF THE PARTICIPANTS MAKES TO THE OPERATIONS OF EDWARD-ELMHURST HEALTHCARE AND TO REWARD CERTAIN EXECUTIVE EMPLOYEES FOR THEIR LONG-TERM SERVICE AND COMMITMENT TO EDWARD-ELMHURST HEALTHCARE. THE SERP IS DESIGNED TO SUPPLEMENT THESE PARTICIPANTS' INCOME IF THEY REMAIN WITH EDWARD-ELMHURST HEALTHCARE UNTIL AGE 65. IN EXCHANGE FOR THIS LONG-TERM SERVICE, EDWARD-ELMHURST HEALTHCARE WANTS TO SUPPLEMENT THESE PARTICIPANTS' RETIREMENT INCOME WITH ADDITIONAL ANNUAL COMPENSATION THAT IS INVESTED IN AN ANNUITY CONTRACT OR A LIFE INSURANCE VEHICLE; CONTRIBUTIONS VEST AFTER FIVE YEARS. THE FOLLOWING INTERESTED PERSONS RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). Chamberlain, Denise 126,125 Dant, Joseph 31,531 Gallagher, Gerald P. 400,558 Welday, Douglas D. 109,254 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022; THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. Dant, Joseph 503,579 Eslick, Laura 281,138 Friant, Jeffrey 73,286 Kenney, Annette 117,725 Mollet, Chris 130,925 Sullivan, Daniel 127,325 Gallagher, Gerald P. 2,057,902 Welday, Douglas D. 360,309
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

No itemized grants to organizations 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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313189349318916

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

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