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Nonprofiteer
← EDWARD HEALTH VENTURES

Form 990 for tax year 2024

Filed by EDWARD HEALTH VENTURES.

Totals

Total revenue
$187,642,626
Total expenses
$272,967,018
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$257,713,463
Management and general expenses
$15,253,555
Fundraising expenses
$0
Program service expenses (Part III)
$257,713,463

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

  • Joseph Dant

    President, South Region/Trustee

    Total calculated
    $1,476,739
    From this org
    $0
    From related orgs
    $1,104,597
    Other
    $372,142
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $763,489 related
    Bonus
    $0 + $333,018 related
    Other
    $0 + $8,090 related
    Deferred
    $0 + $346,674 related
    Nontaxable benefits
    $0 + $25,468 related
    Filer's total
    $0 + $1,476,739 related
  • Margaret Dixon Harrell

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Sean Chou

    Chair

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

    Trustee (until 6/30/24)

    Total calculated
    $546,735
    From this org
    $506,466
    From related orgs
    $0
    Other
    $40,269
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

    Base
    $417,447
    Bonus
    $87,707
    Other
    $1,312
    Deferred
    $20,700
    Nontaxable benefits
    $19,569
    Filer's total
    $546,735
  • Brad Cutler

    Trustee

    Total calculated
    $456,403
    From this org
    $403,007
    From related orgs
    $0
    Other
    $53,396
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $398,346
    Bonus
    $4,000
    Other
    $661
    Deferred
    $20,700
    Nontaxable benefits
    $32,696
    Filer's total
    $456,403
  • David Morrissey

    Trustee (until 6/30/24)

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

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Harry Siavelis

    Trustee (as of 7/1/24)

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Mark Gomez

    Trustee

    Total calculated
    $469,561
    From this org
    $420,981
    From related orgs
    $0
    Other
    $48,580
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $412,685
    Bonus
    $6,892
    Other
    $1,404
    Deferred
    $20,700
    Nontaxable benefits
    $27,880
    Filer's total
    $469,561
  • Michael T Hoffman

    Trustee

    Total calculated
    $577,818
    From this org
    $530,929
    From related orgs
    $0
    Other
    $46,889
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

    Base
    $434,230
    Bonus
    $92,733
    Other
    $3,966
    Deferred
    $20,700
    Nontaxable benefits
    $26,189
    Filer's total
    $577,818
  • 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
  • Sasha Demos

    Trustee (as of 7/1/24)

    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
    $612,192
    From this org
    $562,924
    From related orgs
    $0
    Other
    $49,268
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $555,571
    Bonus
    $0
    Other
    $7,353
    Deferred
    $20,700
    Nontaxable benefits
    $28,568
    Filer's total
    $612,192
  • Douglas D Welday

    System Treasurer and CFO

    Total calculated
    $2,184,620
    From this org
    $0
    From related orgs
    $1,854,234
    Other
    $330,386
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,106 related
    Bonus
    $0 + $398,335 related
    Other
    $0 + $479,793 related
    Deferred
    $0 + $303,146 related
    Nontaxable benefits
    $0 + $27,240 related
    Filer's total
    $0 + $2,184,620 related
  • Gerald P Gallagher

    System President & CEO

    Total calculated
    $5,191,626
    From this org
    $0
    From related orgs
    $3,559,263
    Other
    $1,632,363
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,140,745 related
    Bonus
    $0 + $1,368,001 related
    Other
    $0 + $50,517 related
    Deferred
    $0 + $1,594,714 related
    Nontaxable benefits
    $0 + $37,649 related
    Filer's total
    $0 + $5,191,626 related
  • Jason Ogden

    Assistant Treasurer

    Total calculated
    $471,101
    From this org
    $0
    From related orgs
    $424,107
    Other
    $46,994
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,051 related
    Bonus
    $0 + $93,519 related
    Other
    $0 + $1,537 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $26,294 related
    Filer's total
    $0 + $471,101 related
  • Lydia Andrasz

    Assistant Secretary

    Total calculated
    $352,315
    From this org
    $0
    From related orgs
    $302,955
    Other
    $49,360
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,102 related
    Bonus
    $0 + $47,488 related
    Other
    $0 + $7,365 related
    Deferred
    $0 + $18,177 related
    Nontaxable benefits
    $0 + $31,183 related
    Filer's total
    $0 + $352,315 related
  • Shivani Bautista

    System Chief Legal Officer/Secretary

    Total calculated
    $1,224,623
    From this org
    $0
    From related orgs
    $803,024
    Other
    $421,599
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,083 related
    Bonus
    $0 + $230,380 related
    Other
    $0 + $1,561 related
    Deferred
    $0 + $388,155 related
    Nontaxable benefits
    $0 + $33,444 related
    Filer's total
    $0 + $1,224,623 related
  • Katie McGovern

    SVP, Medical Group Operations

    Total calculated
    $571,737
    From this org
    $417,820
    From related orgs
    $54,742
    Other
    $99,175
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $301,208 + $52,966 related
    Bonus
    $114,462 + $1,500 related
    Other
    $2,150 + $276 related
    Deferred
    $71,551
    Nontaxable benefits
    $23,415 + $4,209 related
    Filer's total
    $512,786 + $58,951 related
  • Christine Gresik

    Physician

    Total calculated
    $1,323,312
    From this org
    $1,299,468
    From related orgs
    $0
    Other
    $23,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,298,328
    Bonus
    $0
    Other
    $1,140
    Deferred
    $20,700
    Nontaxable benefits
    $3,144
    Filer's total
    $1,323,312
  • Feras Bankosly

    Physician

    Total calculated
    $1,263,506
    From this org
    $1,223,586
    From related orgs
    $0
    Other
    $39,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,220,964
    Bonus
    $0
    Other
    $2,622
    Deferred
    $20,700
    Nontaxable benefits
    $19,220
    Filer's total
    $1,263,506
  • Lucio Pavone

    Physician

    Total calculated
    $1,443,548
    From this org
    $1,418,156
    From related orgs
    $0
    Other
    $25,392
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,415,534
    Bonus
    $0
    Other
    $2,622
    Deferred
    $20,700
    Nontaxable benefits
    $4,692
    Filer's total
    $1,443,548
  • Minh Luu

    Physician

    Total calculated
    $1,396,120
    From this org
    $1,342,546
    From related orgs
    $0
    Other
    $53,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,339,924
    Bonus
    $0
    Other
    $2,622
    Deferred
    $20,700
    Nontaxable benefits
    $32,874
    Filer's total
    $1,396,120
  • Zahab Ahsan

    Physician

    Total calculated
    $1,918,197
    From this org
    $1,866,825
    From related orgs
    $0
    Other
    $51,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,865,799
    Bonus
    $0
    Other
    $1,026
    Deferred
    $20,700
    Nontaxable benefits
    $30,672
    Filer's total
    $1,918,197
  • Arvind Ramanathan

    Former Key Employee

    Total calculated
    $247,913
    From this org
    $0
    From related orgs
    $208,878
    Other
    $39,035
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,536 related
    Bonus
    $0 + $33,962 related
    Other
    $0 + $380 related
    Deferred
    $0 + $12,533 related
    Nontaxable benefits
    $0 + $26,502 related
    Filer's total
    $0 + $247,913 related
  • Chris J Mollet

    Former Officer

    Total calculated
    $828,356
    From this org
    $0
    From related orgs
    $676,431
    Other
    $151,925
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $68,717 related
    Other
    $0 + $607,714 related
    Deferred
    $0 + $151,925 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $828,356 related
  • Daniel Sullivan

    Former Key Employee

    Total calculated
    $454,992
    From this org
    $0
    From related orgs
    $454,992
    Other
    $0
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $44,966 related
    Other
    $0 + $410,026 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $454,992 related
  • Denise Chamberlain

    Former Officer

    Total calculated
    $1,127,235
    From this org
    $0
    From related orgs
    $880,966
    Other
    $246,269
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $1 related
    Bonus
    $0 + $246,583 related
    Other
    $0 + $634,382 related
    Deferred
    $0 + $246,269 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,127,235 related
  • Jennifer Enright

    Former Key Employee

    Total calculated
    $212,315
    From this org
    $175,204
    From related orgs
    $0
    Other
    $37,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,086
    Bonus
    $26,814
    Other
    $5,304
    Deferred
    $10,512
    Nontaxable benefits
    $26,599
    Filer's total
    $212,315
  • John Klosowski

    Former Key Employee

    Total calculated
    $279,161
    From this org
    $255,120
    From related orgs
    $0
    Other
    $24,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,871
    Bonus
    $35,229
    Other
    $22,020
    Deferred
    $15,307
    Nontaxable benefits
    $8,734
    Filer's total
    $279,161
  • Kristi Devalk-Caswick

    Former Key Employee

    Total calculated
    $247,280
    From this org
    $228,065
    From related orgs
    $0
    Other
    $19,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,929
    Bonus
    $29,346
    Other
    $11,790
    Deferred
    $13,684
    Nontaxable benefits
    $5,531
    Filer's total
    $247,280
  • Mary Lou Mastro

    Former Officer

    Total calculated
    $468,372
    From this org
    $0
    From related orgs
    $468,372
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $468,372 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $468,372 related
  • Maureen Kunz

    Former Key Employee

    Total calculated
    $351,620
    From this org
    $0
    From related orgs
    $296,357
    Other
    $55,263
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,971 related
    Bonus
    $0 + $66,652 related
    Other
    $0 + $7,734 related
    Deferred
    $0 + $17,781 related
    Nontaxable benefits
    $0 + $37,482 related
    Filer's total
    $0 + $351,620 related
  • Michael P McKenna

    Former Key Employee

    Total calculated
    $371,572
    From this org
    $0
    From related orgs
    $322,710
    Other
    $48,862
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,338 related
    Bonus
    $0 + $55,452 related
    Other
    $0 + $3,920 related
    Deferred
    $0 + $19,363 related
    Nontaxable benefits
    $0 + $29,499 related
    Filer's total
    $0 + $371,572 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
  • 9 · Followed the rebuttable-presumption procedure

The filer's explanations (Part III)

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: Daniel Sullivan - $410,026 Denise Chamberlain - $634,382 Mary Lou Mastro - $468,372
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
An Endeavor Health Defined Contribution Supplemental Executive Retirement Plan (DC SERP) was created and effective in 2024. A participant generally becomes vested in their deferred compensation for a year on the last day of the fifth calendar year after the year of the deferred compensation. A participant may become vested in their deferred compensation under the DC SERP upon death, disability, or attainment of age 62. A participant who has attained age 62 receives a payment of their DC SERP benefit each year after attaining age 62. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individuals participated in a supplemental nonqualified retirement plan and below is the deferred compensation as defined in the instructions for 2024: Shivani Bautista - $248,338 Joseph Dant - $175,908 Gerald P. Gallagher - $757,674
Schedule J, Part I, Line 7 Non-fixed payments
The organization provides incentive payments to certain employees after operating and performance goals are achieved. Incentive payment plans are reviewed and approved by the Endeavor Health Compensation Committee of the Board of Directors.

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
2024
Filed
17 November 2025
IRS schema version
2024v5.1
Source object
202523219349314172

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