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Nonprofiteer
← EDWARD HEALTH AND FITNESS CENTER

Form 990 for tax year 2023

Filed by EDWARD HEALTH AND FITNESS CENTER.

Totals

Total revenue
$6,179,501
Total expenses
$7,020,034
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$3,736,064
Management and general expenses
$3,283,970
Fundraising expenses
$0
Program service expenses (Part III)
$3,736,064

Program services were 53.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Bridget McLemore

    Chair

    Total calculated
    $373,743
    From this org
    $0
    From related orgs
    $345,117
    Other
    $28,626
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,789 related
    Bonus
    $0 + $34,625 related
    Other
    $0 + $39,703 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $13,776 related
    Filer's total
    $0 + $373,743 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

  • Gina Sharp

    Vice Chair

    Total calculated
    $607,071
    From this org
    $0
    From related orgs
    $502,976
    Other
    $104,095
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,957 related
    Bonus
    $0 + $58,678 related
    Other
    $0 + $82,342 related
    Deferred
    $0 + $70,499 related
    Nontaxable benefits
    $0 + $33,596 related
    Filer's total
    $0 + $607,072 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

  • Steve Thurston

    Trustee and Director, Fitness Center

    Total calculated
    $148,756
    From this org
    $113,220
    From related orgs
    $0
    Other
    $35,536
    Hours/week
    40

  • 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

  • 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

  • Joseph Dant

    President

    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

  • 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

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 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 individual received severance payments based upon mutually agreed-upon separation agreement entered into with the organization: Chris Mollet - $444,092
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: Denise Chamberlain - $129,354 Joseph Dant - $110,202 Gerald P Gallagher - $1,707,569 Douglas D Welday - $77,789 Chris Mollet - $134,298 Gina Sharp - $55,649 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Denise Chamberlain - $583,558 Joseph Dant - $158,850 Chris Mollet - $134,298 Gina Sharp - $81,777
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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349313770

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