Skip to content
Nonprofiteer
← EDWARD-ELMHURST HEALTHCARE

Form 990 for tax year 2022

Filed by EDWARD-ELMHURST HEALTHCARE.

Totals

Total revenue
$239,288,202
Total expenses
$282,550,528
Contributions and grants received
$138,046
Grants paid
$1,799,000
Program services expenses (Part IX)
$225,807,524
Management and general expenses
$56,743,004
Fundraising expenses
$0
Program service expenses (Part III)
$225,807,524

Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Margaret Harrell

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Mary L Mastro

    CEO, South Region/Trustee

    Total calculated
    $2,090,341
    From this org
    $2,046,561
    From related orgs
    $0
    Other
    $43,780
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,042,997
    Bonus
    $616,915
    Other
    $386,649
    Deferred
    $16,704
    Nontaxable benefits
    $27,076
    Filer's total
    $2,090,341

  • Sean Chou

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1 + 5 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

  • Christine Jeffries

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • David Morrissey

    Trustee Starting 7/1/2022

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Lekshmi Venugopal MD

    Trustee

    Total calculated
    $398,359
    From this org
    $0
    From related orgs
    $379,204
    Other
    $19,155
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,899 related
    Bonus
    $0
    Other
    $0 + $2,306 related
    Deferred
    $0 + $16,762 related
    Nontaxable benefits
    $0 + $2,393 related
    Filer's total
    $0 + $398,360 related

  • Liz Aquino

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Mark Gomez MD

    Physician/Trustee

    Total calculated
    $477,468
    From this org
    $0
    From related orgs
    $429,813
    Other
    $47,655
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,199 related
    Bonus
    $0 + $2,430 related
    Other
    $0 + $2,184 related
    Deferred
    $0 + $16,332 related
    Nontaxable benefits
    $0 + $31,323 related
    Filer's total
    $0 + $477,468 related

  • Michael Hoffman MD

    Trustee

    Total calculated
    $328,844
    From this org
    $0
    From related orgs
    $311,134
    Other
    $17,710
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,440 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $3,694 related
    Deferred
    $0 + $6,292 related
    Nontaxable benefits
    $0 + $11,418 related
    Filer's total
    $0 + $328,844 related

  • Ram Shivakumar

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Ravi Nemivant

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Robert Platt

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Tom Lee

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Valerie Cahill

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Walter Whang MD

    Trustee

    Total calculated
    $629,693
    From this org
    $0
    From related orgs
    $584,280
    Other
    $45,413
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $580,382 related
    Bonus
    $0
    Other
    $0 + $3,898 related
    Deferred
    $0 + $9,846 related
    Nontaxable benefits
    $0 + $35,567 related
    Filer's total
    $0 + $629,693 related

  • Chris J Mollet

    System Chief Legal Officer/Corp Secretary

    Total calculated
    $1,092,047
    From this org
    $1,045,918
    From related orgs
    $0
    Other
    $46,129
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

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

  • Denise Chamberlain

    CFO, South Region/Treasurer

    Total calculated
    $1,040,212
    From this org
    $892,466
    From related orgs
    $0
    Other
    $147,746
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

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

  • 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

  • Jason Ogden

    AVP, Corp Control & Treas Mgmt/Assistant Treasurer

    Total calculated
    $433,438
    From this org
    $387,866
    From related orgs
    $0
    Other
    $45,572
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

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

  • Jeffrey D Friant

    VP, Finance

    Total calculated
    $627,517
    From this org
    $525,623
    From related orgs
    $0
    Other
    $101,894
    Hours/week
    34 + 7 related

    Schedule J breakdown matched by us

    Base
    $327,035
    Bonus
    $113,606
    Other
    $84,982
    Deferred
    $88,616
    Nontaxable benefits
    $13,278
    Filer's total
    $627,518

  • Gregory Arnold

    Senior Vice President, Revenue Cycle

    Total calculated
    $485,840
    From this org
    $382,952
    From related orgs
    $0
    Other
    $102,888
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,847
    Bonus
    $95,212
    Other
    $7,893
    Deferred
    $71,783
    Nontaxable benefits
    $31,105
    Filer's total
    $485,840

  • Laura Lopez

    VP, IT Operations

    Total calculated
    $359,048
    From this org
    $323,868
    From related orgs
    $0
    Other
    $35,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,162
    Bonus
    $62,888
    Other
    $18,817
    Deferred
    $14,081
    Nontaxable benefits
    $21,099
    Filer's total
    $359,048

  • Annette Kenney

    System Chief Strategy Officer

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

    Schedule J breakdown matched by us

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

  • Daniel Sullivan

    Co-Chief Physician Exec

    Total calculated
    $999,571
    From this org
    $968,535
    From related orgs
    $0
    Other
    $31,036
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

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

  • Jonathan Goldberg

    CIO, South Region Through 10/14/2022

    Total calculated
    $953,756
    From this org
    $819,204
    From related orgs
    $0
    Other
    $134,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,075
    Bonus
    $232,090
    Other
    $256,039
    Deferred
    $108,926
    Nontaxable benefits
    $25,626
    Filer's total
    $953,756

  • Joseph Dant

    Pres,Edward Hosp&Sth Institute

    Total calculated
    $1,407,546
    From this org
    $1,323,340
    From related orgs
    $0
    Other
    $84,206
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

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

  • Pamela Dunley

    Pres, Elmhurst Hospital

    Total calculated
    $962,631
    From this org
    $922,931
    From related orgs
    $0
    Other
    $39,700
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $516,922
    Bonus
    $229,867
    Other
    $176,143
    Deferred
    $16,382
    Nontaxable benefits
    $23,318
    Filer's total
    $962,632

  • Mary Eckdhal

    AVP, Comp Benefits & HRIS

    Total calculated
    $495,322
    From this org
    $469,590
    From related orgs
    $0
    Other
    $25,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,422
    Bonus
    $171,538
    Other
    $49,630
    Deferred
    $21,949
    Nontaxable benefits
    $3,784
    Filer's total
    $495,322

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
  • 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
  • 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 4a Severance or change-of-control payment
Organization: Edward-Elmhurst Healthcare (EIN: 36-3513954) Terms: Compensation paid as a result of a severance from the position listed. Interested person: Goldberg, Johnathan 81,576 In addition to the above, two executives signed change-of-control arrangements as of December 31, 2022. No payments were made under these arrangements in 2022.
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 C 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 C 503,579 Dunley, Pam 114,337 Friant, Jeffrey D. 73,286 KENNEY, ANNETTE 117,725 MASTRO, MARY L 293,825 Mollet, Chris J 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. During the year the organization provided a one time bonus, that was discretionary in nature, to one of its VPs. The related bonus was reviewed and approved by the organization's CEO, the EVP of Human Resources and the Executive Committee of the board.

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

  • Indian Prairie CUSD 204

    $250,000

    Support Indian Prairie CARES (Community Advocacy, Resilience, Engagement and Support). Encourage community participation in health and wellness activities.

  • Greater Family Health

    $200,000

    Support Greater Family Health's new Franklin Park Health Center. Encourage community participation in health and wellness activities.

  • Outreach Ministries

    $166,500

    Support Expanding Access to Affordable Behavioral Health Services. Encourage community participation in health and wellness activities.

  • Loaves and Fishes

    $162,750

    Support Loaves & Fishes Healthy Food Access Expansion. Encourage community participation in health and wellness activities.

  • Bridge Communities

    $146,250

    Support Transitional Housing Program for Families Facing Homelessness. Encourage community participation in health and wellness activities.

  • Naperville Education Foundation

    $125,000

    Support of RISE (Removing Barriers, Individualized Support Plans, Services for Students, Empowering Families), Encourage community participation in health and wellness activities.

  • DuPage Health Coalition

    $125,000

    Support Medical Debt Collaboration: Improving Community Health Equity. Encourage community participation in health and wellness activities.

  • DuPage PADS

    $125,000

    Support Emergency Housing & Stabilizing Services for Families and Individuals Experiencing Homelessness. Encourage community participation in health and wellness activities.

  • Easter Seals DuPage and the Fox Valley Region

    $125,000

    Support The Mental Health Program for Children with Disabilities and Their Families. Encourage community participation in health and wellness activities.

  • Southwest Suburban Immigrant Project

    $125,000

    Support Health Justice and encourage community participation in health and wellness activities.

The 10 largest by cash amount. The API serves every itemized grant.

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
202333189349319563

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.